SS Financial Select SectorXLFETF

13F holders, Q4 2025 (December 31)
1,969holders +148
157new positions
101sold out
12famous investors
$54.76avg. 13F price*

At the end of Q4 2025, 1,969 institutions reported holding SS Financial Select Sector (XLF) in their 13F filings, up 148 from Q3 2025. 157 opened new positions and 101 sold out. The largest holders were JPMorgan Chase & Co. ($5.3B), Bank of America Corp. ($4.4B) and Morgan Stanley ($2.2B). 12 famous investors held it, including Stanley Druckenmiller (7.1% of Duquesne Family Office's portfolio), George Soros (0.3% of Soros Fund Management's portfolio) and Israel Englander (0.2% of Millennium Management's portfolio).

Company
SS Financial Select Sector
Filed as
SELECT SECTOR SPDR TR (Q4 2025)
CUSIP
81369Y605
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions157$908.4M
Exits101$297.0M

All 13F filers, Q3 2025 → Q4 2025: 75,387,887 shares bought and 110,937,085 shares sold, net −35,549,198 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,969 holders

JPMorgan Chase & Co. 0.36% Reduce -27.6% 96,377,795 $5.3B
Bank of America Corp. 0.32% Reduce -4.9% 80,614,166 $4.4B
Morgan Stanley 0.13% Reduce -13.7% 40,923,262 $2.2B
Wells Fargo & Company 0.42% Add +2.8% 39,063,206 $2.1B
Envestnet Asset Management Inc. 0.41% Add +15.3% 25,401,227 $1.4B
LPL Financial LLC 0.33% Reduce -10.1% 21,725,623 $1.2B
Goldman Sachs Group Inc. 0.15% Reduce -6.8% 19,640,707 $1.1B
Raymond James Financial Inc. 0.28% Add +20.3% 16,288,590 $892.1M
UBS Group AG 0.16% Reduce -4.9% 14,429,649 $790.3M
Focus Partners Wealth 0.77% Add +12.6% 12,376,864 $677.9M
Ameriprise Financial Inc. 0.14% Reduce -20.4% 11,332,194 $620.7M
Royal Bank of Canada 0.11% Add +10.9% 11,254,079 $616.4M
PGIM Custom Harvest LLC 8.16% Add +0.1% 10,091,183 $552.7M
Truist Financial Corp. 0.73% Add +22.9% 9,983,743 $546.8M
Janney Montgomery Scott LLC 1.15% Add +24.6% 9,174,890 $502.5M
Jane Street Group, LLC 0.54% Add +771.1% 8,295,877 $454.4M
WestEnd Advisors, LLC 10.15% Add +29.6% 7,959,457 $435.9M
Main Management ETF Advisors, LLC 14.66% Add +28.8% 7,511,470 $411.4M
Citigroup Inc. 0.26% Add +33.0% 6,921,761 $379.1M
Nissay Asset Management Corp. /Japan 1.80% Add +37.5% 6,316,920 $346.0M
Duquesne Family Office 7.13% New 5,495,600 $301.0M
Meitav Investment House Ltd. 3.46% Reduce -4.0% 5,469,505 $299.6M
Osaic Holdings, Inc. 0.41% Reduce -6.0% 5,058,427 $277.1M
Migdal Insurance & Financial Holdings Ltd. 2.19% Add +27.4% 4,644,674 $254.4M
FMR LLC 0.01% Reduce -0.8% 4,324,793 $236.9M
Susquehanna International Group, LLP 0.32% Add +6.3% 4,287,688 $234.8M
Provida Pension Fund Administrator 4.04% Add +40.1% 4,263,989 $233.5M
MML Investors Services, LLC 0.56% Add +5.0% 4,190,889 $229.5M
Millennium Management 0.17% Add +102.5% 4,093,451 $224.2M
Clal Insurance Enterprises Holdings Ltd 1.13% No change 3,196,000 $175.0M
Cibc World Market Inc. 0.31% Add +31.4% 3,145,684 $172.3M
Cetera Investment Advisers 0.18% Add +2.4% 2,940,329 $161.0M
Tiff Advisory Services, LLC 26.88% Add +30.9% 2,850,991 $156.1M
Victory Capital Management Inc. 0.09% Add +33.8% 2,823,239 $154.6M
Menora Mivtachim Holdings LTD. 0.71% Add +15.2% 2,769,442 $151.7M
Stifel Financial Corp. 0.13% Add +17.0% 2,725,172 $149.3M
Qube Research & Technologies Ltd 0.21% Add +161.4% 2,662,678 $145.8M
Capstone Investment Advisors, LLC 1.44% Add +67.0% 2,590,378 $141.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.29% No change 2,412,186 $133.1M
HighTower Advisors, LLC 0.14% Reduce -2.7% 2,273,156 $124.5M
Northern Trust Corp. 0.02% Reduce -1.8% 2,190,110 $120.0M
Squarepoint Ops LLC 0.24% Add +1497.2% 2,184,158 $119.6M
Agf Management Ltd. 0.49% Reduce -20.7% 2,065,039 $113.1M
Main Management LLC 8.07% Add +44.4% 2,047,301 $112.1M
Main Management Fund Advisors LLC 9.98% New 1,998,400 $109.5M
Petredis Investment Advisors LLC 8.25% Reduce -1.1% 1,921,151 $105.2M
Rockefeller Capital Management L.P. 0.19% Add +7.4% 1,896,182 $103.9M
BlackRock, Inc. 0.00% Reduce -43.0% 1,850,458 $101.3M
J.Safra Asset Management Corp 5.13% Add +4.7% 1,786,529 $97.8M
Signature Estate & Investment Advisors LLC 1.92% Add +2.2% 1,737,249 $95.1M
Dynasty Wealth Management, LLC 0.93% Add +6.6% 1,728,746 $94.7M
Saudi Central Bank 3.51% No change 1,717,269 $94.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 5.78% No change 1,618,022 $88.6M
Commonwealth Equity Services, LLC 0.11% Reduce -4.0% 1,537,251 $84.2M
Captrust Financial Advisors 0.16% Add +2.3% 1,512,549 $82.8M
Citadel Advisors 0.05% Add +5658.7% 1,448,372 $79.3M
State Street Corp. 0.00% Add +63.5% 1,370,492 $75.1M
Gerber Kawasaki Wealth & Investment Management 2.55% Add +6.6% 1,333,583 $73.0M
PNC Financial Services Group, Inc. 0.04% Add +4.2% 1,323,857 $72.5M
Renaissance Technologies 0.11% Add +1376.1% 1,319,810 $72.3M
Phoenix Financial Ltd. 0.78% Reduce -11.4% 1,319,142 $72.2M
Unisphere Establishment 0.53% New 1,300,000 $71.2M
BNP Paribas Financial Markets 0.05% Add +116.3% 1,293,986 $70.9M
Advisory Alpha, LLC 1.93% Add +102.8% 1,291,381 $70.7M
Thrivent Financial for Lutherans 0.13% Add +321.0% 1,263,532 $69.2M
US Bancorp \de 0.08% Reduce -1.8% 1,239,065 $67.9M
Quantitative Investment Management, LLC 6.44% Add +667.9% 1,210,077 $66.3M
Quotient Wealth Partners, LLC 1.75% Add +4.0% 1,201,423 $65.8M
Cambridge Investment Research Advisors, Inc. 0.17% Reduce -19.6% 1,167,917 $64.0M
Capital Investment Advisors, LLC 0.95% Reduce -45.4% 1,136,557 $62.2M
Optiver Holding B.V. 1.11% New 1,121,893 $61.4M
Bank of Montreal 0.02% Reduce -18.5% 1,067,349 $58.5M
HSBC Holdings PLC 0.03% Reduce -15.1% 1,048,836 $57.7M
1832 Asset Management L.P. 0.07% Reduce -0.8% 1,046,456 $57.3M
Assetmark, Inc. 0.12% Add +6.2% 1,036,104 $56.7M
Cerity Partners LLC 0.08% Add +199.5% 1,035,999 $56.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.30% Reduce -41.4% 1,034,655 $56.7M
Mercer Global Advisors Inc. 0.08% Reduce -15.0% 990,462 $54.3M
Alps Advisors Inc. 0.31% Add +10.3% 964,463 $52.8M
Absolute Gestao de Investimentos Ltda. 5.46% New 950,000 $52.0M
Balyasny Asset Management L.P. 0.10% Add +296.7% 941,523 $51.6M
Invictus Private Wealth, LLC 2.94% Add +3.6% 885,683 $48.5M
Park Avenue Securities LLC 0.41% Add +0.7% 882,294 $48.3M
Private Advisor Group, LLC 0.23% Reduce -16.2% 873,714 $47.9M
National Bank of Canada 0.05% Reduce -70.4% 869,696 $47.6M
Jones Financial Companies LLLP 0.03% Add +9.3% 865,849 $47.4M
Gradient Investments LLC 0.74% Add +4.4% 856,963 $46.9M
KCM Investment Advisors LLC 1.49% Reduce -3.8% 843,733 $46.2M
Armstrong Advisory Group, Inc. 3.11% Add +1.7% 840,963 $46.1M
Hudson Bay Capital Management LP 0.28% Reduce -8.3% 825,000 $45.2M
Yelin Lapidot Holdings Management Ltd. 8.40% No change 765,764 $41.9M
Dakota Wealth Management 0.74% Add +0.7% 755,675 $41.4M
Swan Global Investments, LLC 1.93% Reduce -20.9% 741,720 $40.6M
Equitable Holdings, Inc. 0.27% Add +12.3% 732,102 $40.1M
Capital Fund Management S.A. 0.38% Reduce -34.6% 729,790 $40.0M
Trek Financial, LLC 2.31% Reduce -15.6% 728,775 $39.9M
Itau Unibanco Holding S.A. 0.94% Add +616.5% 702,341 $38.5M
Maven Securities LTD 4.88% Add +6.3% 701,170 $38.4M
Fifth Third Bancorp 0.12% Reduce -2.6% 682,554 $37.4M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 5.11% No change 673,600 $36.9M
Marks Wealth, LLC 12.29% New 670,399 $36.7M
Affinity Wealth Management LLC 5.17% Add +1.4% 663,804 $36.4M
Blair William & Co. 0.09% Add +15.5% 639,864 $35.0M
Flaharty Asset Management, LLC 4.33% Reduce -5.1% 630,567 $34.7M
NewEdge Advisors, LLC 0.12% Add +1.9% 612,797 $33.6M
Farther Finance Advisors, LLC 0.36% Add +21.3% 611,402 $33.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.79% Add +51.2% 602,860 $33.0M
Composition Wealth, LLC 0.47% Add +8457.3% 600,206 $32.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.90% Reduce -0.9% 592,808 $32.5M
Diversify Advisory Services, LLC 1.03% Add +1009.2% 594,983 $32.4M
Concurrent Investment Advisors, LLC 0.37% Add +97.2% 589,531 $32.3M
Krilogy Financial LLC 1.08% Add +4.8% 594,011 $31.7M
Mirae Asset Global Investments Co., Ltd. 0.09% Reduce -9.9% 579,114 $31.7M
Evolution Wealth Advisors, LLC 3.19% Add +1.0% 578,666 $31.7M
Advisors Preferred, LLC 5.01% New 560,718 $30.8M
Peapack Gladstone Financial Corp. 0.39% Reduce -1.5% 559,920 $30.7M
Two Sigma Investments, LP 0.05% Reduce -94.9% 551,330 $30.2M
Corient Private Wealth LP 0.04% Add +28.7% 550,405 $30.2M
Spire Wealth Management 0.99% Reduce -3.8% 542,114 $29.7M
Walleye Trading LLC 0.48% Add +107.5% 540,486 $29.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 5.78% No change 537,641 $29.4M
Spinnaker Trust 1.58% Add +6.4% 537,501 $29.4M
WCG Wealth Advisors LLC 0.82% Add +281.7% 531,245 $29.1M
IMZ Advisory Inc 10.63% Add +0.4% 530,015 $29.0M
Trilogy Capital Inc. 1.27% Reduce -6.2% 520,356 $28.5M
Creative Planning 0.02% Reduce -4.9% 518,328 $28.4M
MKP Capital Management, L.L.C. 1.00% New 511,340 $28.0M
Mariner, LLC 0.03% Reduce -5.5% 506,796 $27.8M
Prudent Investors Network, Inc. 6.28% Add +0.7% 500,022 $27.4M
Barclays PLC 0.01% Reduce -75.4% 495,058 $27.1M
Lighthouse Financial Services Inc. 6.21% — 493,389 $27.0M
Focused Wealth Management, Inc 2.80% Add +2.8% 481,443 $26.4M
Stonebridge Financial Group, LLC 2.24% New 479,121 $26.2M
Janus Henderson Group PLC 0.01% Reduce -48.7% 473,330 $25.9M
Sanctuary Advisors, LLC 0.14% Reduce -0.8% 470,100 $25.7M
Vontobel Holding Ltd. 0.08% Reduce -1.6% 467,450 $25.6M
Clarity Financial LLC 2.35% Add +49.1% 463,753 $25.4M
Greenwood Gearhart LLC 1.40% Reduce -31.5% 463,308 $25.4M
Tudor Investment Corporation 0.14% Add +380.6% 449,374 $24.6M
Bar Harbor Wealth Management 1.41% Add +0.2% 446,315 $24.4M
Asset Advisors Investment Management, LLC 2.24% Add +3.9% 442,995 $24.3M
Wharton Business Group, LLC 0.90% Add +2.6% 433,292 $23.7M
Lakeshore Financial Planning, Inc. 8.39% Add +1.1% 428,680 $23.5M
DAVENPORT & Co LLC 0.13% Add +28.8% 427,295 $23.4M
Point72 Asset Management 0.04% Add +17.8% 418,400 $22.9M
Capital Advantage, Inc. 3.07% Add +0.1% 415,774 $22.8M
&partners 0.12% Add +19.8% 415,620 $22.8M
Citizens Financial Group Inc. 0.30% Add +1.0% 413,431 $22.6M
Baird Financial Group, Inc. 0.03% Reduce -9.2% 407,652 $22.3M
Wealth Enhancement Advisory Services, LLC 0.03% Add +6.3% 391,135 $22.1M
Comerica Bank 0.09% Add +1.9% 401,075 $22.0M
Karpus Management, Inc. 0.67% Add +0.4% 399,770 $21.9M
Kestra Advisory Services, LLC 0.09% Reduce -8.1% 399,114 $21.9M
Pathstone Holdings, LLC 0.08% Add +0.3% 385,580 $21.1M
IHT Wealth Management, LLC 0.51% Reduce -3.7% 384,322 $21.0M
EP Wealth Advisors, LLC 0.11% — 378,414 $20.7M
Quantinno Capital Management LP 0.04% Add +8.7% 376,770 $20.6M
Manufacturers Life Insurance Company, The 0.02% Add +2925.0% 375,885 $20.6M
Cwm, LLC 0.06% Reduce -54.6% 372,310 $20.4M
Verition Fund Management LLC 0.11% Add +12.6% 369,264 $20.2M
Integrated Wealth Concepts LLC 0.23% Reduce -30.1% 358,543 $19.6M
WBH Advisory Inc. 1.45% Reduce -2.3% 356,666 $19.5M
Robertson Stephens Wealth Management, LLC 0.55% Reduce -8.8% 356,161 $19.5M
AQR Capital Management 0.01% Add +178.9% 356,081 $19.5M
Rezny Wealth Management, Inc. 4.07% Reduce -0.2% 345,023 $18.9M
Vickerman Investment Advisors, Inc. 3.76% Add +14.2% 343,303 $18.8M
McKinley Carter Wealth Services, Inc. 1.05% Reduce -17.4% 342,459 $18.8M
Tocqueville Asset Management L.P. 0.27% Add +1.3% 341,450 $18.7M
Scotia Capital Inc. 0.08% Reduce -23.7% 340,671 $18.7M
Stillwater Capital Advisors, LLC 1.99% Reduce -1.0% 337,874 $18.5M
Keystone Global Partners, LLC 7.92% Add +22.8% 328,803 $18.0M
Lido Advisors, LLC 0.07% Add +4.4% 329,743 $17.9M
HighPoint Advisor Group LLC 0.39% New 322,613 $17.7M
Fifth Third Securities, Inc. 1.15% Reduce -6.5% 321,269 $17.6M
Steward Partners Investment Advisory, LLC 0.10% Reduce -6.5% 319,082 $17.5M
Old National Bancorp 0.29% Reduce -0.8% 315,070 $17.3M
Soros Fund Management 0.31% New 312,270 $17.1M
MAI Capital Management 0.10% Add +14.3% 310,607 $17.0M
Carnegie Investment Counsel 0.31% Reduce -0.4% 308,113 $16.9M
Merit Financial Group, LLC 0.13% Add +29.6% 298,513 $16.3M
Ayalon Insurance Comp Ltd. 3.90% No change 293,449 $16.1M
Innealta Capital, LLC 8.63% Add +0.8% 290,982 $15.9M
Bank Hapoalim BM 1.39% Reduce -0.8% 283,215 $15.5M
Aspiriant, LLC 0.44% Add +0.7% 282,431 $15.5M
Salomon & Ludwin, LLC 1.36% Reduce -0.9% 273,713 $15.4M
Simon Quick Advisors, LLC 0.66% Reduce -1.9% 277,367 $15.2M
Prospera Financial Services Inc 0.25% Add +14.6% 277,267 $15.2M
Founders Financial Securities LLC 0.88% Reduce -9.2% 274,013 $15.0M
Long Run Wealth Advisors, LLC 2.82% Add +6.0% 273,007 $15.0M
Frisch Financial Group, Inc. 3.35% Add +1.1% 272,571 $14.9M
Bank of Nova Scotia 0.02% Reduce -90.1% 272,030 $14.9M
Forbes J M & Co. LLP 1.19% No change 268,854 $14.7M
Atria Investments, Inc 0.16% Reduce -0.8% 259,828 $14.2M
Prestige Wealth Management Group LLC 2.67% Add +2365.5% 255,773 $14.0M
Oppenheimer Asset Management Inc. 0.17% Add +5.6% 254,549 $13.9M
Chesley Taft & Associates LLC 0.55% Add +5.3% 254,352 $13.9M
Sequoia Financial Advisors, LLC 0.08% Reduce -12.6% 253,569 $13.9M
Gillson Capital LP 0.90% New 250,000 $13.7M
Systematic Alpha Investments, LLC 0.42% No change 248,410 $13.6M
First Interstate Bank 0.73% Reduce -0.5% 247,567 $13.6M
Prosperity Consulting Group, LLC 0.59% Reduce -1.7% 240,955 $13.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +48.0% 240,914 $13.2M
Premier Path Wealth Partners, LLC 1.70% Reduce -6.4% 239,882 $13.1M
Flagship Harbor Advisors, LLC 0.61% Reduce -10.6% 237,902 $13.0M
Waterloo Capital, L.P. 0.94% Add +15.4% 237,366 $13.0M
Joel Isaacson & Co., LLC 0.43% Reduce -0.8% 236,607 $13.0M
Envestnet Portfolio Solutions, Inc. 0.05% Add +14.9% 236,217 $12.9M
GTS Securities LLC 0.44% Reduce -40.3% 236,090 $12.9M
Toronto Dominion Bank 0.02% Reduce -72.3% 232,637 $12.7M
NorthRock Partners, LLC 0.21% Add +52.2% 229,936 $12.6M
Tamar Securities, LLC 1.33% Add +4.6% 229,386 $12.6M
Toth Financial Advisory Corp. 1.36% Reduce -5.8% 228,072 $12.5M
AlphaCore Capital LLC 0.28% Reduce -4.2% 228,053 $12.5M
CoreCap Advisors, LLC 0.42% Reduce -6.0% 221,597 $12.1M
Arkadios Wealth Advisors 0.24% Add +10.3% 220,121 $12.1M
Cadent Capital Advisors, LLC 3.18% Reduce -3.8% 219,905 $12.0M
Busey Bank 0.31% Reduce -1.0% 217,053 $11.9M
Royal Fund Management, LLC 1.09% Reduce -25.7% 216,337 $11.9M
Means Investment Co., Inc. 0.99% Add +3.3% 215,577 $11.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 214,461 $11.7M
Mgo One Seven LLC 0.24% Reduce -5.5% 214,411 $11.7M
Elo Mutual Pension Insurance Co 0.18% New 213,486 $11.7M
Chicago Wealth Management, Inc. 4.59% Add +2.8% 208,446 $11.4M
Snowden Capital Advisors LLC 0.29% Add +7.0% 204,086 $11.2M
Orange Investment Advisors, Inc. 1.22% Reduce -1.6% 201,030 $11.0M
Cresset Asset Management, LLC 0.05% Add +8.2% 200,279 $11.0M
Yarbrough Capital, LLC 0.34% No change 200,000 $11.0M
Compass Wealth Management, LLC 4.47% Add +12.5% 198,337 $10.9M
Atlas Capital Advisors Inc. 1.19% — 195,743 $10.7M
NTV Asset Management LLC 1.13% Add +11.9% 195,281 $10.7M
Provident Co of the Employees of the Hebrew University LTD 11.04% Reduce -23.6% 194,235 $10.6M
Vaughan David Investments LLC 0.23% Add +6.4% 193,067 $10.6M
Exchange Traded Concepts, LLC 0.09% Reduce -35.3% 192,478 $10.5M
DRW Securities, LLC 0.80% Reduce -29.6% 192,218 $10.5M
Coastal Bridge Advisors, LLC 0.78% Add +32.9% 191,621 $10.5M
Tritonpoint Wealth, LLC 1.06% Reduce -13.0% 191,355 $10.5M
Sigma Planning Corp 0.29% Add +12.9% 190,663 $10.5M
Oppenheimer & Co. Inc. 0.15% Reduce -24.3% 189,209 $10.4M
Waverly Advisors, LLC 0.08% Add +89.6% 187,672 $10.3M
Crescent Grove Advisors, LLC 0.97% Reduce -0.0% 185,379 $10.2M
MMBG Investment Advisors Co. 0.85% Add +4.7% 184,443 $10.1M
Kingswood Wealth Advisors, LLC 0.49% Add +1.8% 184,319 $10.1M
Jmac Enterprises LLC 1.91% Add +1.4% 182,009 $10.0M
United Asset Strategies, Inc. 0.76% Add +2.2% 180,291 $9.9M
Washington Growth Strategies LLC 6.34% Reduce -0.6% 179,015 $9.8M
Benjamin Edwards Inc. 0.11% Add +2.6% 178,267 $9.8M
Independent Financial Group, LLC 0.22% Reduce -13.8% 177,620 $9.7M
Horizon Investments, LLC 0.12% Reduce -18.2% 177,053 $9.7M
North Star Investment Management Corp. 0.60% Add +0.9% 175,721 $9.6M
SageGuard Financial Group, LLC 1.53% — 175,657 $9.6M
Southern Capital Services Inc. 6.02% — 174,413 $9.6M
Essex LLC 1.67% Add +4.2% 171,978 $9.4M
Fox Run Management, L.L.C. 1.45% Add +114.5% 171,600 $9.4M
D. E. Shaw & Co. 0.01% Reduce -76.8% 169,688 $9.3M
IFG Advisory, LLC 0.41% Reduce -29.3% 169,678 $9.3M
Zuckerman Investment Group, LLC 0.83% Add +1.6% 169,663 $9.3M
SG Americas Securities, LLC 0.01% Reduce -25.5% 169,370 $9.3M
Sykon Capital LLC 2.96% Add +36.3% 168,620 $9.2M
Mutual Advisors, LLC 0.20% Reduce -0.8% 167,949 $9.2M
Leuthold Group, LLC 0.99% Reduce -3.1% 167,820 $9.2M
Archford Capital Strategies, LLC 1.07% Reduce -6.9% 167,546 $9.2M
O'shaughnessy Asset Management, LLC 0.05% Add +22.6% 164,792 $9.0M
Vestmark Advisory Solutions, Inc. 0.12% Add +44.2% 164,726 $9.0M
Act Wealth Management, LLC 2.88% Add +3.4% 161,033 $8.8M
Ameraudi Asset Management, Inc. 4.83% Add +11.5% 160,531 $8.8M
Foronjy Financial LLC 3.67% Reduce -5.9% 160,332 $8.8M
Novare Capital Management LLC 0.65% Add +2.3% 157,960 $8.7M
J. Goldman & Co LP 0.33% Reduce -32.4% 156,981 $8.6M
Sierra Capital LLC 0.91% Add +0.0% 156,732 $8.6M
Venture Visionary Partners LLC 0.28% Reduce -0.2% 154,695 $8.5M
Everest Financial Group LLC 1.90% — 154,974 $8.5M
AMG National Trust Bank 0.20% Reduce -4.5% 154,414 $8.5M
HRT Financial LP 0.03% Reduce -56.0% 154,294 $8.4M
GAMCO Investors 0.08% Reduce -1.2% 154,075 $8.4M
Gotham Asset Management 0.03% Add +71.0% 152,457 $8.4M
Benchmark Financial Wealth Advisors, LLC 2.40% Reduce -4.8% 152,401 $8.3M
TD Waterhouse Canada Inc. 0.05% Reduce -0.2% 152,117 $8.3M
Ensign Peak Advisors, Inc 0.01% Reduce -6.0% 151,315 $8.3M
Cavalier Investments, LLC 2.57% Add +3.2% 151,059 $8.3M
World Investment Advisors 0.14% Add +217.5% 150,746 $8.3M
Banco Santander, S.A. 0.06% Add +3.1% 149,628 $8.2M
Harbor Capital Advisors, Inc. 0.64% Reduce -24.9% 149,431 $8.2M
Advisory Services Network, LLC 0.12% Add +1.1% 149,303 $8.2M
Keel Point, LLC 0.49% Reduce -7.5% 148,851 $8.2M
Harbour Investments, Inc. 0.17% Add +2.6% 148,733 $8.1M
Jefferies Financial Group Inc. 0.07% Reduce -14.5% 148,320 $8.1M
Foguth Wealth Management, LLC. 1.24% — 146,042 $8.0M
Federation des caisses Desjardins du Quebec 0.03% Add +124.5% 146,276 $8.0M
Kestra Private Wealth Services, LLC 0.10% Add +3.5% 144,953 $7.9M
First Trust Advisors LP 0.01% Add +21.7% 144,615 $7.9M
Bonfire Financial 5.88% Add +4.7% 143,752 $7.9M
Private Wealth Advisors, LLC 2.82% Add +1.5% 142,803 $7.8M
Ashton Thomas Private Wealth, LLC 0.19% Reduce -34.8% 141,387 $7.7M
Venturi Wealth Management, LLC 0.34% Reduce -17.5% 141,077 $7.7M
Western Wealth Management, LLC 0.35% Add +1.8% 140,257 $7.7M
5th Street Advisors, LLC 3.57% Reduce -13.9% 139,414 $7.6M
Sowell Financial Services LLC 0.28% Reduce -6.5% 139,132 $7.6M
Channel Wealth LLC 1.89% Reduce -1.3% 136,446 $7.5M
GeoWealth Management, LLC 0.27% Reduce -4.7% 134,131 $7.3M
Bailard, Inc. 0.16% Reduce -0.2% 133,477 $7.3M
Intrua Financial, LLC 0.80% Add +149.6% 133,380 $7.3M
Matthew Goff Investment Advisor, LLC 1.29% Reduce -6.0% 133,289 $7.3M
Northstar Advisory Group, LLC 2.55% Reduce -19.0% 131,272 $7.2M
Kovack Advisors, Inc. 0.34% Add +94.0% 130,739 $7.2M
Centaurus Financial, Inc. 0.33% Add +2.9% 130,657 $7.2M
Gladstone Institutional Advisory LLC 0.27% Reduce -4.3% 130,005 $7.1M
Sharper & Granite LLC 2.50% Add +4.3% 129,826 $7.1M
Tower Research Capital LLC (TRC) 0.17% Add +589068.2% 129,617 $7.1M
Geneos Wealth Management Inc. 0.17% Add +16.5% 129,268 $7.1M
Granite Harbor Advisors, Inc. 2.96% Add +1.3% 128,011 $7.0M
Madrid Financial Services 5.03% Reduce -2.2% 127,840 $7.0M
RFG Advisory, LLC 0.13% Add +5.7% 127,635 $7.0M
Surience Private Wealth LLC 7.91% New 127,567 $7.0M
Summit Financial, LLC 0.10% Reduce -16.9% 126,416 $6.9M
Transamerica Financial Advisors, LLC 0.57% Add +1.8% 125,682 $6.9M
TCV Trust & Wealth Management, Inc. 0.56% Add +4.1% 125,648 $6.9M
Dorsey & Whitney Trust CO LLC 0.36% Reduce -0.3% 125,588 $6.9M
Game Plan Financial Advisors, LLC 2.99% Add +0.6% 125,243 $6.9M
D.A. Davidson & Co. 0.04% Add +8.9% 125,137 $6.9M
Regal Investment Advisors LLC 0.41% Add +11.9% 124,865 $6.8M
Aragon Global Management, LP 2.07% No change 124,500 $6.8M
Ferguson Wellman Capital Management, Inc. 0.11% Reduce -0.1% 124,091 $6.8M
WASHINGTON TRUST Co 0.22% Add +2.9% 123,691 $6.8M
NorthCrest Asset Manangement, LLC 0.15% Add +3.0% 120,235 $6.7M
Stratos Wealth Partners, LTD. 0.08% Reduce -12.5% 123,111 $6.7M
Orion Porfolio Solutions, LLC 0.05% Add +38.9% 121,717 $6.7M
Integrated Advisors Network LLC 0.29% Reduce -26.6% 121,603 $6.7M
Aventus Investment Advisors, Inc. 5.38% Add +3.9% 121,140 $6.6M
OneDigital Investment Advisors LLC 0.06% Reduce -1.8% 120,098 $6.6M
Client First Capital LLC 2.81% Add +3.7% 120,079 $6.6M
Apollon Financial, LLC 0.95% Add +139.8% 118,888 $6.5M
HB Wealth Management, LLC 0.04% Add +0.8% 118,234 $6.5M
Atlantic Union Bankshares Corp 0.12% Reduce -0.1% 117,691 $6.4M
Stockman Wealth Management, Inc. 0.75% Add +2.7% 117,485 $6.4M
Freestone Grove Partners LP 0.05% New 116,766 $6.4M
TD Private Client Wealth LLC 0.14% Reduce -0.7% 116,210 $6.4M
Marshall Wace, LLP 0.01% Reduce -85.5% 115,909 $6.3M
WT Wealth Management 1.82% Reduce -9.4% 115,830 $6.3M
Stephens Inc. 0.08% Add +4.3% 115,612 $6.3M
Franklin Resources Inc. 0.00% Add +648.7% 115,041 $6.3M
Burns J W & Co. Inc. 0.69% Reduce -0.4% 113,984 $6.2M
Ausdal Financial Partners, Inc. 0.29% Add +7.6% 113,509 $6.2M
Capital Planning Advisors, LLC 0.83% Add +7.5% 113,023 $6.2M
Advisory Resource Group 1.09% Add +3.5% 112,811 $6.2M
AAFMAA Wealth Management & Trust LLC 2.42% Add +4.8% 112,561 $6.2M
Axxcess Wealth Management, LLC 0.11% Add +351.5% 112,515 $6.2M
Hilltop Holdings Inc. 0.37% Reduce -20.8% 111,166 $6.1M
Fisher Asset Management 0.00% Add +0.1% 110,724 $6.1M
Chemung Canal Trust Co. 1.20% Reduce -4.5% 110,585 $6.1M
Bank of New York Mellon Corp 0.00% Reduce -5.3% 109,743 $6.0M
Mechanics Bank Trust Department 0.78% Reduce -1.9% 109,271 $6.0M
Measured Wealth Private Client Group, LLC 1.58% Add +55.4% 109,203 $6.0M
Bessemer Group Inc. 0.01% Add +0.9% 109,031 $6.0M
Laurel Wealth Advisors LLC 0.79% Reduce -2.2% 108,992 $6.0M
Institute for Wealth Management, LLC. 0.63% Add +1.9% 107,891 $5.9M
Cooksen Wealth, LLC 4.30% Add +2.4% 107,372 $5.9M
Brown Advisory Inc. 0.01% Reduce -5.4% 106,418 $5.8M
Pallas Capital Advisors LLC 0.19% Add +0.3% 106,241 $5.8M
First Merchants Corp. 0.21% Add +0.6% 105,968 $5.8M
Commerce Bank 0.03% Add +6.9% 105,704 $5.8M
Zullo Investment Group, Inc. 2.11% Add +0.3% 105,511 $5.8M
Simmons Bank 0.39% Reduce -1.2% 105,192 $5.8M
BlueCrest Capital Management Ltd 0.24% New 105,000 $5.8M
3EDGE Asset Management, LP 0.30% Add +30.9% 104,086 $5.7M
Keystone Financial Group 0.42% Add +23.1% 104,135 $5.7M
United Capital Financial Advisors, LLC 0.03% Add +71.0% 104,107 $5.7M
Massachusetts Wealth Management 2.65% Add +1.6% 104,101 $5.7M
U.S. Capital Wealth Advisors, LLC 0.15% Add +7.1% 101,938 $5.6M
CENTRAL TRUST Co 0.11% Reduce -0.7% 101,839 $5.6M
Kingsview Wealth Management, LLC 0.08% Add +6.8% 100,236 $5.5M
Midwest Trust Co 0.07% Add +2.5% 99,643 $5.5M
Capstone Wealth Management Group LLC 3.25% Reduce -3.9% 97,927 $5.4M
Ellis Investment Partners, LLC 0.93% Add +1.7% 97,844 $5.4M
Focus Financial Network, Inc. 0.19% Reduce -0.1% 97,409 $5.3M
Martin & Co. Inc. 0.92% Add +2.0% 97,399 $5.3M
Level Four Advisory Services, LLC 0.17% Add +7.9% 97,377 $5.3M
Sandbox Financial Partners, LLC 1.48% Add +62.7% 97,330 $5.3M
Principal Securities, Inc. 0.08% Add +13.4% 97,250 $5.3M
Tiaa Trust, National Association 0.01% Reduce -0.7% 96,389 $5.3M
Stratos Wealth Advisors, LLC 0.25% Add +1.5% 96,010 $5.3M
New Wave Wealth Advisors LLC 1.91% Reduce -4.6% 95,530 $5.2M
Tidal Investments LLC 0.02% Add +5.4% 95,258 $5.2M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.70% Add +7.3% 94,789 $5.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% New 94,302 $5.2M
Fourth Dimension Wealth, LLC 1.88% Add +1.8% 94,287 $5.2M
Miramontes Capital, LLC 1.76% — 94,234 $5.2M
Allworth Financial LP 0.02% Reduce -0.1% 93,723 $5.1M
Nelson Capital Management, LLC 0.60% Add +12.6% 92,981 $5.1M
CIBC Private Wealth Group LLC 0.01% Reduce -4.5% 92,275 $5.1M
IAM Advisory, LLC 1.12% Add +0.8% 91,750 $5.0M
Morton Community Bank 1.07% Add +5.4% 92,897 $5.0M
PeakShares LLC 4.85% — 90,604 $5.0M
Summit Securities Group LLC 0.88% New 90,506 $5.0M
Perigon Wealth Management, LLC 0.09% Reduce -2.4% 90,491 $5.0M
Creative Financial Designs Inc. 0.31% Reduce -26.0% 89,509 $4.9M
Allspring Global Investments Holdings, LLC 0.01% Reduce -2.0% 89,217 $4.9M
FIL Ltd 0.00% Reduce -2.4% 89,173 $4.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -93.2% 88,556 $4.9M
Estate Counselors, LLC 0.41% Add +101.8% 88,635 $4.9M
Walleye Capital LLC 0.03% Reduce -2.3% 88,415 $4.8M
EHP Funds Inc. 10.90% Add +429.9% 86,900 $4.8M
Comprehensive Wealth Management, LLC 2.81% Add +13.7% 86,899 $4.8M
FOCUS Wealth Advisors, LLC 2.20% Add +8.5% 86,486 $4.7M
Capital Wealth Planning, LLC 0.03% Add +4.3% 86,259 $4.7M
Independence Wealth Advisors, LLC 2.65% — 85,943 $4.7M
M&T Bank Corp 0.02% Add +18.1% 85,924 $4.7M
Darwin Wealth Management, LLC 1.46% Add +2.1% 85,700 $4.7M
Ironwood Wealth Management, Inc. 2.09% Reduce -1.8% 83,682 $4.7M
Pictet Asset Management Holding SA 0.00% No change 84,890 $4.6M
Edgestream Partners, L.P. 0.13% New 84,079 $4.6M
Kennicott Capital Management LLC 2.23% Add +0.3% 84,044 $4.6M
City Holding Co. 0.57% Add +1.1% 83,908 $4.6M
Clearstead Advisors, LLC 0.06% Reduce -6.6% 83,713 $4.6M
J.W. Cole Advisors, Inc. 0.11% Add +1.2% 151,547 $4.6M
Cullen/Frost Bankers, Inc. 0.05% Add +23.5% 83,572 $4.6M
Park Edge Advisors, LLC 1.03% Add +110.4% 83,417 $4.6M
Cornerstone Wealth Group, LLC 0.31% Add +116.6% 83,353 $4.6M
Beacon Capital Management, Inc. 0.24% Reduce -31.1% 83,167 $4.6M
Beacon Pointe Advisors, LLC 0.03% Add +8.6% 83,124 $4.6M
Acima Private Wealth, LLC 1.40% No change 82,253 $4.5M
Joseph P. Lucia & Associates, LLC 1.62% Add +7.5% 81,785 $4.5M
Global Retirement Partners, LLC 0.08% Reduce -19.6% 81,590 $4.5M
Innova Wealth Partners 2.25% Reduce -3.7% 81,478 $4.5M
Cary Street Partners Investment Advisory LLC 1.19% Add +4269.1% 80,304 $4.4M
Fiduciary Trust Co 0.05% Add +1.6% 80,102 $4.4M
Farmers & Merchants Trust Co of Chambersburg PA 1.21% Reduce -1.1% 78,886 $4.3M
Westside Investment Management, Inc. 0.69% Reduce -0.3% 78,723 $4.3M
Asset Allocation Strategies LLC 0.80% Reduce -6.1% 78,459 $4.3M
McCollum Christoferson Group LLC 1.24% Add +1.4% 78,366 $4.3M
Great Valley Advisor Group, Inc. 0.08% Reduce -8.5% 78,326 $4.3M
Abbot Financial Management, Inc. 1.78% Reduce -0.4% 78,225 $4.3M
Centric Wealth Management 0.90% Reduce -0.4% 79,125 $4.3M
Clarus Wealth Advisors 1.77% Add +4.8% 78,673 $4.3M
SteelPeak Wealth, LLC 0.14% Reduce -36.4% 77,391 $4.2M
Retirement Planning Group, LLC / NY 2.89% Add +1.6% 77,390 $4.2M
Herbst Group, LLC 2.49% Add +1.7% 77,385 $4.2M
Activest Wealth Management 0.79% Add +15.8% 76,985 $4.2M
Ticino Wealth 1.56% — 76,874 $4.2M
Sig Brokerage, LP 1.40% No change 76,048 $4.2M
Warner Financial, Inc. 1.44% Reduce -0.6% 75,526 $4.1M
Howe & Rusling Inc. 0.27% Add +10.2% 75,294 $4.1M
Valeo Financial Advisors, LLC 0.09% Reduce -3.3% 83,615 $4.1M
Madison Park Capital Advisors, LLC 3.33% Add +0.8% 74,958 $4.1M
Trust Co 0.38% Reduce -1.6% 74,071 $4.1M
First Financial Bank - Trust Division 0.33% Add +5.8% 73,952 $4.1M
Advisor Resource Council 1.44% New 74,928 $4.0M
CreativeOne Wealth, LLC 0.10% Add +11.7% 73,642 $4.0M
SMI Advisory Services, LLC 0.69% Add +31.4% 72,842 $4.0M
Patton Albertson Miller Group, LLC 0.47% Reduce -0.0% 73,519 $4.0M
Ledyard National Bank 0.35% Reduce -6.1% 73,283 $4.0M
Evercore Wealth Management, LLC 0.06% Add +1.5% 73,196 $4.0M
Invst, LLC 0.43% Add +3.9% 72,667 $4.0M
Vivid Wealth Management, LLC 1.53% Add +0.1% 71,751 $3.9M
Cullen Capital Management, LLC 0.04% New 71,693 $3.9M
Transcend Capital Advisors, LLC 0.30% Reduce -41.8% 71,670 $3.9M
Rockland Trust Co. 0.15% Reduce -6.5% 71,517 $3.9M
Belpointe Asset Management LLC 0.14% Add +13.4% 71,438 $3.9M
Hohimer Wealth Management, LLC 0.53% New 71,329 $3.9M
Financiere des Professionnels - Fonds d'investissement inc. 0.22% No change 71,100 $3.9M
Colton Groome Financial Advisors, LLC 1.11% Add +4.8% 70,947 $3.9M
Bedell Frazier Investment Counselling, LLC 0.75% Add +0.4% 70,909 $3.9M
BigSur Wealth Management LLC 0.94% Reduce -0.1% 70,770 $3.9M
Banque Pictet & Cie SA 0.04% Add +2.2% 70,642 $3.9M
Brandywine Oak Private Wealth LLC 0.32% Reduce -1.3% 70,521 $3.9M
Regal Partners Ltd 0.22% New 69,346 $3.8M
RDA Financial Network 0.91% Add +2.7% 69,094 $3.8M
Cornerstone Wealth Management, LLC 0.20% Reduce -4.7% 68,868 $3.8M
Glenmede Trust Co. NA 0.02% — 68,469 $3.8M
Cary Street Partners Financial LLC 0.09% Reduce -3.0% 67,781 $3.7M
Fagan Associates, Inc. 0.49% Reduce -1.7% 67,776 $3.7M
Polymer Capital Management (HK) LTD 0.58% Add +3.7% 67,471 $3.7M
Choreo, LLC 0.05% Add +4.5% 66,637 $3.7M
Chesapeake Wealth Management 1.09% Add +0.3% 66,804 $3.7M
New York Life Investment Management LLC 0.03% Reduce -55.0% 66,397 $3.6M
Onyx Bridge Wealth Group LLC 0.39% Reduce -76.6% 66,307 $3.6M
Maxele Advisors, LLC 2.95% Reduce -0.5% 66,225 $3.6M
VVR Holdings LLC 1.88% — 66,135 $3.6M
Insigneo Advisory Services, LLC 0.26% Reduce -2.5% 66,120 $3.6M
Pine Valley Investments Ltd Liability Co 0.18% Add +8.5% 65,981 $3.6M
Teamwork Financial Advisors, LLC 0.38% Add +10.9% 65,919 $3.6M
Visionary Wealth Advisors 0.16% Add +6.5% 65,457 $3.6M
Markin Asset Management, LP 3.93% — 65,256 $3.6M
Arrow Investment Advisors, LLC 3.96% Reduce -2.6% 65,122 $3.6M
Narus Financial Partners, LLC 0.98% Reduce -3.8% 64,962 $3.6M
Relyea Zuckerberg Hanson LLC 0.36% Add +0.2% 64,926 $3.6M
TCTC Holdings, LLC 0.11% Reduce -0.6% 64,754 $3.5M
Simplicity Wealth,LLC 0.21% Add +26.2% 64,678 $3.5M
Paragon Financial Partners, Inc. 2.18% Add +0.2% 64,601 $3.5M
Victory Financial Group, LLC 0.44% Reduce -20.0% 64,498 $3.5M
Wall Capital Group, Inc. 3.34% — 64,120 $3.5M
Evoke Wealth, LLC 0.07% Add +66.6% 64,004 $3.5M
Marex Group Ltd 0.04% Add +627.5% 63,697 $3.5M
Planwiser Financial, LLC 2.60% Add +38.2% 64,921 $3.5M
ARS Investment Partners, LLC 0.20% Add +7.7% 63,308 $3.5M
Wealthspire Advisors, LLC 0.03% Reduce -0.6% 62,356 $3.4M
Horizon Financial Services, LLC 1.55% Add +139.5% 62,313 $3.4M
Magnus Financial Group LLC 0.26% Reduce -2.4% 62,164 $3.4M
Bfsg, LLC 0.33% Reduce -0.2% 62,068 $3.4M
Greenwich Wealth Management LLC 0.15% Reduce -0.5% 61,917 $3.4M
OpenArc Corporate Advisory, LLC 0.06% — 61,699 $3.4M
Telos Capital Management, Inc. 0.31% Add +3.1% 61,600 $3.4M
Wealthedge Investment Advisors, LLC 1.25% Add +0.6% 61,541 $3.4M
Corrado Advisors, LLC 1.69% Add +4.4% 61,441 $3.4M
MontVue Capital Management, Inc. 2.23% Reduce -2.7% 61,096 $3.3M
Alphadyne Asset Management LP 0.33% New 60,915 $3.3M
Laraway Financial Advisors Inc 2.16% Reduce -0.0% 60,431 $3.3M
XY Capital Ltd 3.35% Add +356.7% 60,220 $3.3M
Absolute Capital Management, LLC 1.20% Add +46.0% 60,033 $3.3M
Wealthfront Advisers LLC 0.01% Add +1.2% 59,944 $3.3M
Lionsbridge Wealth Management LLC 3.32% Reduce -0.2% 59,938 $3.3M
Silphium Asset Management Ltd 1.39% New 59,800 $3.3M
Butensky & Cohen Financial Security, Inc. 0.89% Add +1.9% 59,789 $3.3M
HBW Advisory Services LLC 0.36% Add +2.0% 59,707 $3.3M
Elevation Point Wealth Partners, LLC 0.16% Reduce -7.3% 59,674 $3.3M
Corsicana & Co. 1.83% Reduce -0.5% 59,664 $3.3M
Penserra Capital Management LLC 0.04% New 59,515 $3.3M
Wedbush Securities Inc. 0.10% Add +7.6% 59,408 $3.3M
Signal Advisors Wealth, LLC 0.26% Add +28.2% 59,334 $3.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.39% Add +4.6% 58,884 $3.2M
Rehmann Capital Advisory Group 0.17% Add +3.0% 58,533 $3.2M
Clark Financial Services Group Inc. 1.70% Reduce -5.0% 56,846 $3.2M
Orca Investment Management, LLC 2.51% Reduce -0.8% 58,151 $3.2M
Prime Capital Investment Advisors, LLC 0.04% Reduce -5.3% 58,046 $3.2M
Mission Wealth Management, LP 0.06% Add +6.3% 57,942 $3.2M
WP Advisors, LLC 0.79% Add +0.1% 57,930 $3.2M
Centennial Bank 1.25% Add +50.0% 57,483 $3.1M
Elm Partners Management LLC 0.14% Add +99.7% 57,384 $3.1M
B. Riley Wealth Advisors, Inc. 0.15% Reduce -10.8% 57,324 $3.1M
Zhang Financial LLC 0.12% Add +11.7% 57,279 $3.1M
Constitution Capital LLC 1.48% Add +1.0% 57,221 $3.1M
Larson Financial Group LLC 0.10% Add +196.6% 57,068 $3.1M
Man Group plc 0.01% New 56,831 $3.1M
Counterweight Ventures, LLC 1.74% Add +1.4% 56,787 $3.1M
Keybank National Association 0.01% Reduce -1.6% 56,674 $3.1M
GFS Advisors, LLC 0.37% Add +11.7% 56,656 $3.1M
Caprock Group, LLC 0.07% Add +3.4% 56,643 $3.1M
M3 Advisory Group, LLC 1.89% Add +1.3% 56,461 $3.1M
JFS Wealth Advisors, LLC 0.17% Reduce -27.0% 56,298 $3.1M
Earned Wealth Advisors, LLC 0.22% New 56,286 $3.1M
One Charles Private Wealth Services, LLC 0.80% Add +0.8% 56,168 $3.1M
Deutsche Bank AG 0.00% Reduce -8.1% 56,047 $3.1M
Peddock Capital Advisors, LLC 0.64% Reduce -28.4% 55,996 $3.1M
Harrell Investment Partners, LLC 0.71% Add +4.2% 55,220 $3.0M
Appalachian Capital Management Ltd 2.41% — 55,022 $3.0M
Modus Advisors, LLC 0.79% Add +168.5% 54,887 $3.0M
Dynamic Advisor Solutions LLC 0.10% Reduce -22.6% 54,865 $3.0M
Bradley Foster & Sargent Inc. 0.04% Reduce -0.1% 54,306 $3.0M
Pinnacle Associates Ltd. 0.04% Add +2.5% 54,209 $3.0M
PFG Advisors 0.14% Reduce -8.4% 54,083 $3.0M
Associated Banc-Corp 0.08% Reduce -9.0% 54,000 $3.0M
RPg Family Wealth Advisory, LLC 0.65% Reduce -7.4% 53,961 $3.0M
Pinnacle Financial Partners, Inc. 0.02% — 53,833 $2.9M
CX Institutional 0.09% Reduce -2.9% 53,279 $2.9M
Capital Investment Counsel, LLC 0.40% Add +17.3% 52,980 $2.9M
Bay Rivers Group 1.17% Reduce -5.4% 52,917 $2.9M
Rovin Capital /Ut/ 0.77% Add +6.3% 52,790 $2.9M
PCG Asset Management, LLC 2.30% Reduce -2.4% 51,643 $2.9M
Capital Advisors, Ltd. LLC 0.32% Reduce -1.6% 52,552 $2.9M
Everstar Asset Management, LLC 1.53% Reduce -1.1% 51,942 $2.8M
Risk Paradigm Group, LLC 2.74% — 51,897 $2.8M
Financial Freedom, LLC 1.41% Reduce -18.7% 51,857 $2.8M
Janney Capital Management LLC 0.18% Reduce -0.5% 51,726 $2.8M
Realta Investment Advisors 0.93% Reduce -8.8% 51,634 $2.8M
Calton & Associates, Inc. 0.41% Add +3.0% 51,324 $2.8M
Ethos Financial Group, LLC 0.21% New 51,137 $2.8M
Moors & Cabot, Inc. 0.12% Reduce -0.9% 51,061 $2.8M
Fiduciary Group, LLC 0.23% Add +7.7% 50,966 $2.8M
Ameritas Advisory Services, LLC 0.10% Reduce -5.4% 50,636 $2.8M
SHUTTLEWORTH & Co 2.52% Add +1.7% 50,343 $2.8M
10Elms LLP 2.88% Add +8.2% 50,273 $2.8M
Aptus Capital Advisors, LLC 0.02% Add +33.4% 50,034 $2.7M
Dimension Capital Management LLC 0.38% Add +1.8% 49,990 $2.7M
AE Wealth Management LLC 0.02% Add +6.9% 49,911 $2.7M
Y.D. More Investments Ltd 0.13% Reduce -2.4% 49,855 $2.7M
Okabena Investment Services Inc. 0.52% Add +2.2% 49,653 $2.7M
Graetz Wealth LLC 2.47% — 49,467 $2.7M
Next Level Private LLC 0.71% Add +0.2% 49,358 $2.7M
Fairvoy Private Wealth, LLC 0.60% Add +3.0% 49,337 $2.7M
CWC Advisors, LLC. 1.30% Reduce -0.4% 49,087 $2.7M
Brown Financial Advisors 0.98% Add +1.1% 49,019 $2.7M
International Assets Investment Management, LLC 0.18% Reduce -3.7% 48,728 $2.7M
Dorsey Wright & Associates 0.58% Add +1.3% 48,530 $2.7M
Beacon Financial Group 0.26% Add +0.2% 48,428 $2.7M
High Note Wealth, LLC 0.52% Reduce -1.5% 48,296 $2.6M
NewEdge Wealth, LLC 0.03% Add +12.5% 48,291 $2.6M
UNIVEST FINANCIAL Corp 0.14% Add +133.4% 48,090 $2.6M
Brick & Kyle, Associates 0.93% Add +0.1% 47,589 $2.6M
Thayer Partners, LLC / MA 1.27% — 47,529 $2.6M
Garden State Investment Advisory Services LLC 0.62% Add +11.5% 47,343 $2.6M
Johnson Investment Counsel Inc. 0.02% Reduce -7.8% 46,848 $2.6M
CMG Global Holdings, LLC 1.13% Add +0.8% 47,099 $2.5M
DT Investment Partners, LLC 0.21% Reduce -0.9% 46,102 $2.5M
Henson-Edgewater Management, LLC 1.48% — 45,800 $2.5M
Hall Capital Management Co. Inc. 0.96% Add +1.5% 45,496 $2.5M
Harel Insurance Investments & Financial Services Ltd. 0.02% Reduce -99.6% 45,049 $2.5M
Dynamic Wealth Strategies, LLC 1.47% Add +53.0% 45,037 $2.5M
Circle Wealth Management, LLC 0.04% Add +4.0% 44,925 $2.5M
Regions Financial Corp. 0.02% Reduce -0.6% 44,862 $2.5M
Brookstone Capital Management 0.03% Reduce -12.1% 44,809 $2.5M
Global View Capital Management LLC 0.46% Add +1020.1% 44,783 $2.5M
Beaumont Financial Advisors, LLC 0.16% Reduce -0.5% 44,586 $2.4M
Meridian Wealth Management, LLC 0.09% Add +2.3% 44,533 $2.4M
PFG Investments, LLC 0.12% Add +9.1% 44,571 $2.4M
Perennial Investment Advisors, LLC 0.19% Add +2.0% 44,537 $2.4M
Rockingstone Advisors LLC 1.11% Add +3.0% 44,458 $2.4M
CFC Planning Co LLC 1.86% Reduce -9.8% 44,255 $2.4M
IFP Advisors, Inc 0.05% Reduce -70.3% 44,141 $2.4M
Boltwood Capital Management 0.63% Add +1.4% 44,106 $2.4M
Highland Capital Management, LLC 0.12% Reduce -6.4% 43,761 $2.4M
Compound Planning, Inc. 0.07% Add +54.5% 43,426 $2.4M
Modern Wealth Management, LLC 0.04% Add +116.2% 42,996 $2.4M
Providence First Trust Co 0.82% Add +353.2% 42,983 $2.4M
Fearless Solutions, LLC dba Best Invest 1.42% Add +12.7% 42,861 $2.3M
Y-Intercept (Hong Kong) Ltd 0.05% New 42,772 $2.3M
Wealthgarden F.S. LLC 1.54% Add +15.6% 43,840 $2.3M
Nwam LLC 0.13% Reduce -58.1% 43,736 $2.3M
Crews Bank & Trust 0.33% Reduce -7.9% 42,427 $2.3M
Redwood Financial Network Corp 1.48% Reduce -6.4% 42,410 $2.3M
WealthPLAN Partners, LLC 0.34% Add +1.1% 42,168 $2.3M
Jacobi Capital Management LLC 0.13% Reduce -19.1% 42,078 $2.3M
St. Johns Investment Management Company, LLC 0.96% Reduce -13.8% 41,825 $2.3M
Intrepid Financial Planning Group LLC 0.86% Reduce -1.8% 41,434 $2.3M
Camelot Technology Advisors, Inc. 1.70% Reduce -8.0% 41,281 $2.3M
Quattro Financial Advisors LLC 0.67% Reduce -0.5% 41,067 $2.2M
Avior Wealth Management, LLC 0.07% Add +6.2% 40,506 $2.2M
E&G Advisors, LLC 0.50% Add +0.1% 40,462 $2.2M
Advisors Capital Management, LLC 0.03% Add +31.9% 40,300 $2.2M
Kanawha Capital Management LLC 0.15% Reduce -1.5% 40,177 $2.2M
Ciovacco Capital Management LLC 1.09% Reduce -8.7% 39,891 $2.2M
University of Texas/Texas Am Investment Management Co. 0.31% Add +10.3% 39,793 $2.2M
Natixis Advisors, LLC 0.00% Reduce -16.9% 39,745 $2.2M
Parallel Advisors, LLC 0.04% Add +3.0% 39,743 $2.2M
Odyssey Capital Advisors, Inc. 1.93% — 39,680 $2.2M
Maridea Wealth Management LLC 0.33% Add +0.7% 39,654 $2.2M
Plimoth Trust Co. LLC 0.48% Reduce -2.8% 39,312 $2.2M
Vertex Investment Solutions Co., Ltd. 2.13% — 38,800 $2.1M
First Bancorp, Inc 1.13% Reduce -14.3% 38,839 $2.1M
StoneX Group Inc. 0.09% Reduce -73.6% 38,710 $2.1M
Founders Financial Alliance, LLC 0.40% Add +1.2% 38,730 $2.1M
Crumly & Associates Inc. 0.45% Reduce -3.8% 38,729 $2.1M
Bleakley Financial Group, LLC 0.04% Add +2.0% 38,459 $2.1M
Fulcrum Equity Management 2.01% Add +6.5% 38,363 $2.1M
Accel Wealth Management 0.57% Reduce -5.3% 38,289 $2.1M
MTM Investment Management, LLC 0.67% Add +0.1% 38,238 $2.1M
WealthShield Partners, LLC 0.23% Add +0.7% 38,196 $2.1M
Simplex Trading, LLC 0.06% New 38,079 $2.1M
Windsor Capital Management, LLC 0.61% Reduce -0.6% 38,075 $2.1M
Schnieders Capital Management, Llc. 0.33% Add +1.3% 38,036 $2.1M
Signet Financial Management, LLC 0.23% Add +54.9% 37,568 $2.1M
Beacon Bridge Wealth Partners, LLC 0.68% Add +26.2% 37,553 $2.1M
Floyd Financial Group LLC 1.39% Add +9.3% 39,096 $2.1M
Moneta Group Investment Advisors LLC 0.02% Add +9.4% 37,362 $2.0M
JBR Co Financial Management Inc 0.85% Add +4.1% 37,229 $2.0M
KFA Private Wealth Group, LLC 0.48% Reduce -1.3% 36,378 $2.0M
Baker Avenue Asset Management, LP 0.05% Reduce -66.3% 36,283 $2.0M
Hansen & Associates Financial Group, Inc. 1.08% Add +1.8% 37,044 $2.0M
Brookwood Investment Group LLC 0.24% Add +1.2% 36,099 $2.0M
Ieq Capital, LLC 0.01% Reduce -7.0% 35,798 $2.0M
Montag A & Associates Inc. 0.09% Reduce -1.8% 35,665 $2.0M
McGuire Investment Group, LLC 0.21% Reduce -1.0% 35,664 $2.0M
Ashton Thomas Securities, LLC 0.37% Add +29.9% 35,711 $1.9M
Golden State Wealth Management, LLC 0.21% Reduce -1.6% 35,521 $1.9M
Bramshill Investments, LLC 0.11% Reduce -36.0% 35,500 $1.9M
Alexis Investment Partners, LLC 0.72% Add +3.6% 35,180 $1.9M
Transcendent Capital Group LLC 0.88% New 35,374 $1.9M
Monetary Management Group Inc. 0.45% No change 35,225 $1.9M
Advocate Investing Services LLC 1.73% — 35,186 $1.9M
Patten & Patten Inc. 0.11% Add +3.0% 35,166 $1.9M
Peak Financial Advisors LLC 0.86% Add +31.9% 35,038 $1.9M
Intellectus Partners, LLC 0.37% Add +9.0% 34,793 $1.9M
Contravisory Investment Management, Inc. 0.38% Reduce -5.9% 34,664 $1.9M
RCW Management, LLC 1.91% — 34,591 $1.9M
Founders Grove Wealth Partners, LLC 0.42% No change 34,467 $1.9M
Cladis Investment Advisory, LLC 1.03% Add +0.9% 34,447 $1.9M
Moneco Advisors, LLC 0.15% Add +66.6% 34,344 $1.9M
Nations Financial Group Inc, /Ia/ 0.10% Add +5.8% 34,235 $1.9M
Bayview Asset Management, LLC 1.69% New 34,200 $1.9M
Jacobs Equity LLC 1.79% — 34,032 $1.9M
Ingalls & Snyder LLC 0.07% Add +5.5% 33,698 $1.8M
Howard Capital Management Group, LLC 0.12% Reduce -0.9% 33,658 $1.8M
Curi Capital, LLC 0.03% Add +16.6% 33,589 $1.8M
Glen Eagle Advisors, LLC 0.25% Reduce -0.6% 33,407 $1.8M
CWA Asset Management Group, LLC 0.07% Reduce -5.2% 33,217 $1.8M
Essex Financial Services, Inc. 0.10% Reduce -1.3% 33,129 $1.8M
Stapp Wealth Management, PLLC 2.34% Add +0.7% 33,121 $1.8M
Encompass More Asset Management 0.34% Add +19.9% 33,100 $1.8M
Williams Jones Wealth Management, LLC. 0.02% Reduce -0.8% 33,093 $1.8M
ES4, LLC 1.25% — 33,063 $1.8M
NWF Advisory Services Inc. 0.20% Add +3.0% 33,059 $1.8M
Pinnacle Family Advisors, LLC 0.79% Add +57.8% 32,947 $1.8M
Next Capital Management LLC 0.58% Add +1.1% 32,904 $1.8M
Kingstone Capital Partners Texas, LLC 1.05% Add +0.3% 32,876 $1.8M
Wealthcare Advisory Partners LLC 0.04% Reduce -7.6% 32,873 $1.8M
Ruggiero Investments, Inc. 1.61% — 32,659 $1.8M
Silverlake Wealth Management LLC 0.40% Add +5.8% 32,177 $1.8M
Successful Portfolios LLC 0.90% Reduce -0.4% 31,576 $1.8M
Archer Investment Management, LLC 0.95% New 32,079 $1.8M
LJI Wealth Management, LLC 0.27% Reduce -0.1% 32,065 $1.8M
First National Bank of Omaha 0.05% New 31,769 $1.8M
Bank of Marin 1.21% Reduce -1.9% 31,986 $1.8M
EverSource Wealth Advisors, LLC 0.06% Reduce -0.5% 31,905 $1.7M
Rik Saylor Financial, Inc. 1.28% Reduce -3.1% 31,824 $1.7M
Crestwood Advisors Group, LLC 0.03% Reduce -0.7% 31,790 $1.7M
First National Bank of Hutchinson 1.02% Reduce -55.9% 31,729 $1.7M
Apollon Wealth Management, LLC 0.03% Reduce -27.6% 31,600 $1.7M
McLaughlin Asset Management, Inc. 1.55% — 31,579 $1.7M
Sigma Investment Counselors Inc. 0.09% Reduce -2.1% 31,563 $1.7M
Whittier Trust Co. 0.02% Add +11.9% 30,614 $1.7M
Journey Advisory Group, LLC 0.14% Reduce -0.4% 31,468 $1.7M
J. Safra Sarasin Holding AG 0.03% No change 31,166 $1.7M
Blue Chip Partners, LLC 0.12% Add +7.7% 31,238 $1.7M
Gallacher Capital Management LLC 0.66% Add +274.8% 31,186 $1.7M
Tepp RIA, LLC 1.69% New 31,122 $1.7M
Private Trust Co. NA 0.15% Reduce -25.1% 30,801 $1.7M
Wedmont Private Capital 0.06% Add +0.8% 30,300 $1.7M
Phillips Wealth Planners LLC 1.35% Add +33.8% 31,502 $1.7M
SCS Capital Management LLC 0.02% Reduce -0.2% 30,693 $1.7M
One Wealth Map LLC 0.85% Add +5.5% 31,078 $1.7M
IPG Investment Advisors LLC 0.29% Add +365.9% 30,520 $1.7M
First Horizon Corp. 0.07% Reduce -4.7% 30,220 $1.7M
Credit Industriel Et Commercial 0.38% New 30,219 $1.7M
SOL Capital Management CO 0.15% No change 30,150 $1.7M
Advyzon Investment Management, LLC 0.19% Add +48.0% 30,007 $1.6M
American Institute for Advanced Investment Management, LLP 1.06% Add +1.0% 30,063 $1.6M
Mesirow Financial Investment Management, Inc. 0.03% Add +1.9% 29,851 $1.6M
First National Trust Co 0.05% Add +41.4% 29,742 $1.6M
Compass Capital Corp. /Ma/ 0.63% Add +1.4% 30,559 $1.6M
Marco Investment Management LLC 0.12% Add +3.5% 29,539 $1.6M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -15.9% 29,485 $1.6M
Global Financial Private Client, LLC 0.56% Reduce -0.8% 29,432 $1.6M
Ironwood Financial, llc 0.27% Reduce -12.8% 29,050 $1.6M
Lowe Brockenbrough & Co. Inc. 0.08% Reduce -0.1% 29,293 $1.6M
Paladin Wealth, LLC 1.09% Add +23.5% 29,154 $1.6M
One Capital Management, LLC 0.05% Reduce -8.7% 28,954 $1.6M
Bellwether Advisors, LLC 0.25% Reduce -93.5% 28,911 $1.6M
Ring Mountain Capital, LLC 0.81% Reduce -2.9% 29,071 $1.6M
Ipsen Advisor Group LLC 1.12% Reduce -0.2% 28,837 $1.6M
Tranquility Partners, LLC 0.57% No change 28,717 $1.6M
VCI Wealth Management LLC 0.44% Reduce -52.8% 28,691 $1.6M
Appleton Partners Inc. 0.10% Add +4.9% 28,618 $1.6M
Legacy Private Trust Co. 0.09% Add +17.9% 28,596 $1.6M
MIdWestOne Financial Group, Inc. 0.17% No change 28,588 $1.6M
Mma Asset Management LLC 0.55% Reduce -0.3% 28,424 $1.6M
Cantor Fitzgerald, L. P. 0.05% Add +96.2% 28,411 $1.6M
Argent Trust Co 0.05% Reduce -6.7% 28,364 $1.6M
Integrity Alliance, Llc. 0.06% Add +72.9% 28,106 $1.5M
Rothschild Capital Partners, LLC 0.36% Add +37.8% 27,991 $1.5M
Roberts Wealth Advisors, LLC 0.40% Reduce -8.1% 27,944 $1.5M
Bullock Wealth Management Group 0.75% — 27,921 $1.5M
Foundations Investment Advisors, LLC 0.02% Reduce -75.9% 27,766 $1.5M
Smith Salley Wealth Management 0.07% No change 27,655 $1.5M
SeaCrest Wealth Management, LLC 0.15% Add +7.9% 27,208 $1.5M
Tradition Wealth Management, LLC 0.11% Add +2.8% 27,485 $1.5M
Syon Capital LLC 0.07% Reduce -3.9% 27,365 $1.5M
Neuberger Berman Group LLC 0.00% Add +7.8% 27,355 $1.5M
Westbourne Investment Advisors, Inc. 0.41% Reduce -6.1% 27,331 $1.5M
City Center Advisors, LLC 1.37% Add +39.1% 27,263 $1.5M
Per Stirling Capital Management, LLC. 0.17% New 27,169 $1.5M
Certuity, LLC 0.09% Reduce -8.9% 27,152 $1.5M
DecisionMap Wealth Management, LLC 0.92% Add +7.8% 27,112 $1.5M
Hamilton Capital Partners, LLC 0.49% New 27,086 $1.5M
Autumn Glory Partners, LLC 0.52% Add +25.7% 26,871 $1.5M
First Citizens Financial Corp 0.73% Add +15.6% 26,821 $1.5M
GWN Securities Inc. 0.30% Add +58.9% 26,741 $1.5M
Parkside Financial Bank & Trust 0.11% Add +69.1% 26,576 $1.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.49% Reduce -0.9% 26,566 $1.5M
Valmark Advisers, Inc. 0.02% Reduce -5.7% 26,470 $1.4M
Xcel Wealth Management, LLC 0.38% No change 26,438 $1.4M
Hennion & Walsh Asset Management, Inc. 0.05% Reduce -0.9% 26,249 $1.4M
NBT Bank, N.A. 0.09% Add +0.6% 26,202 $1.4M
Certified Advisory Corp 0.13% Reduce -3.6% 26,105 $1.4M
MKT Advisors LLC 0.49% Reduce -6.0% 25,446 $1.4M
Point Windward Advisors Inc. 0.69% Add +13.8% 25,809 $1.4M
Capitol Family Office, Inc. 1.66% Add +7.4% 25,669 $1.4M
Boston Partners 0.00% No change 25,622 $1.4M
Polaris Investment Advisors, LLC 1.01% — 25,592 $1.4M
SP Asset Management LLC 0.11% Reduce -3.9% 25,505 $1.4M
Mairs & Power Inc. 0.01% New 25,310 $1.4M
Cordoba Advisory Partners LLC 0.34% — 25,256 $1.4M
Keebeck Wealth Management 0.16% Add +0.0% 25,242 $1.4M
Childress Capital Advisors, LLC 0.22% Add +0.5% 25,157 $1.4M
TritonPoint Partners, LLC 0.73% — 25,123 $1.4M
Breakwater Capital Group 0.19% Reduce -1.1% 25,069 $1.4M
Stonebrook Private Inc. 0.29% Add +9.4% 24,910 $1.4M
Wilmington Savings Fund Society, FSB 0.03% Reduce -4.4% 24,811 $1.4M
Tsfg, LLC 0.20% Reduce -0.3% 24,723 $1.4M
Glenview Trust Co 0.02% Add +1.3% 24,604 $1.3M
Lyell Wealth Management, LP 0.10% Add +7.8% 24,556 $1.3M
Mattson Financial Services, LLC 0.31% Reduce -6.5% 24,470 $1.3M
Lee Johnson Capital Management, LLC 0.46% Reduce -8.1% 24,361 $1.3M
PFS Partners, LLC 0.61% Add +0.2% 24,297 $1.3M
Advisors Management Group Inc. 0.24% Reduce -1.7% 24,257 $1.3M
Jackson, Grant Investment Advisers, Inc. 0.44% Reduce -0.0% 24,206 $1.3M
First Business Financial Services, Inc. 0.12% No change 24,095 $1.3M
Cape Ann Savings Bank 0.68% No change 24,033 $1.3M
Ranch Capital Advisors Inc. 0.48% Add +1.3% 23,972 $1.3M
C2C Wealth Management, LLC 1.10% Reduce -0.9% 23,888 $1.3M
Soltis Investment Advisors LLC 0.09% Reduce -8.4% 23,844 $1.3M
Navis Wealth Advisors, LLC 0.55% Add +64.1% 23,826 $1.3M
Arete Wealth Advisors, LLC 0.09% Add +3.3% 23,806 $1.3M
Peterson Wealth Management 0.97% Reduce -71.2% 23,746 $1.3M
Chilton Investment Co. Inc. 0.03% No change 23,717 $1.3M
PSI Advisors, LLC 0.33% Reduce -13.8% 23,698 $1.3M
Dockside LLC 0.33% — 23,642 $1.3M
Vise Technologies, Inc. 0.03% Add +298.7% 23,639 $1.3M
Audent Global Asset Management, LLC 0.82% Reduce -3.6% 23,619 $1.3M
Belvedere Trading LLC 0.24% New 23,613 $1.3M
Penobscot Wealth Management 0.40% Add +3.9% 23,538 $1.3M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -8.7% 23,532 $1.3M
Eagle Capital Management, LLC 0.47% Add +1.4% 23,406 $1.3M
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.19% Add +91.8% 23,400 $1.3M
Landaas & Co. /Wi 0.28% No change 23,335 $1.3M
Signature Equity Partners, LLC 0.71% — 23,311 $1.3M
Oak Family Advisors, LLC 0.39% Reduce -62.9% 23,222 $1.3M
Gateway Wealth Partners, LLC 0.14% Reduce -1.5% 23,046 $1.3M
Nova Wealth Management, Inc. 0.86% Add +7.8% 22,936 $1.3M
Arrow Financial Corp 0.12% No change 22,832 $1.3M
Moulton Wealth Management, Inc. 1.18% Add +0.5% 22,754 $1.2M
Financial & Tax Architects, LLC 0.28% Add +2.6% 22,761 $1.2M
Verdence Capital Advisors LLC 0.07% Add +0.1% 22,743 $1.2M
Koshinski Asset Management, Inc. 0.08% Add +9.7% 22,674 $1.2M
Legacy Capital Group California, Inc. 0.30% Add +5.4% 22,653 $1.2M
Florida Financial Advisors, LLC 0.34% Add +1.1% 22,634 $1.2M
71 West Capital Partners 0.06% — 22,488 $1.2M
Spreng Capital Management, Inc. 0.48% Reduce -0.4% 22,434 $1.2M
Asset One Wealth Management LLC 0.17% — 22,667 $1.2M
Allie Family Office LLC 0.57% Reduce -0.6% 22,348 $1.2M
Inspire Advisors, LLC 0.11% Reduce -0.0% 22,311 $1.2M
Value Investment Professionals, LLC 1.28% — 22,298 $1.2M
Ally Invest Advisors Inc. 0.08% Reduce -4.1% 22,270 $1.2M
Prairiewood Capital, LLC 0.38% Reduce -12.8% 22,214 $1.2M
Tempo Wealth, LLC 0.22% — 22,161 $1.2M
Vilga Financial Planning LLC 1.16% — 22,147 $1.2M
Investors Asset Management of Georgia Inc. /Ga/ 0.50% Reduce -0.8% 21,929 $1.2M
Flputnam Investment Management Co. 0.02% Add +196.9% 21,823 $1.2M
Curat Global, LLC 1.32% No change 21,628 $1.2M
Sentinel Trust Co. Lba 0.12% Reduce -10.2% 21,606 $1.2M
Northland Securities, Inc. 1.13% — 21,528 $1.2M
World Equity Group, Inc. 0.33% Reduce -30.6% 21,470 $1.2M
Lanark Financial, Inc. 0.09% Add +16.4% 21,418 $1.2M
American Financial Advisors, LLC 0.15% Add +0.8% 21,148 $1.2M
Alliancebernstein L.P. 0.00% New 21,027 $1.2M
Arax Advisory Partners 0.03% New 20,989 $1.1M
Alteri Wealth LLC 0.37% Reduce -2.4% 20,873 $1.1M
Trust Co. of Oklahoma 0.33% Add +24.9% 20,860 $1.1M
Clarity Wealth Advisors, LLC 0.23% Reduce -12.7% 20,846 $1.1M
Ascentis Independent Advisors 0.18% Add +240.7% 20,773 $1.1M
M.E. Allison & Co., Inc. 0.77% Add +2.9% 20,633 $1.1M
Strategic Blueprint, LLC 0.07% Reduce -5.5% 20,591 $1.1M
Arcus Capital Partners, LLC 0.40% Add +232.6% 20,583 $1.1M
Visionary Horizons, LLC 0.58% Reduce -0.1% 20,446 $1.1M
Sax Wealth Advisors, LLC 0.05% Add +6.0% 20,439 $1.1M
VestGen Advisors, LLC 0.05% Reduce -42.7% 20,439 $1.1M
First Manhattan Co. Llc. 0.00% Reduce -33.6% 20,306 $1.1M
German American Bancorp, Inc. 0.09% Reduce -3.0% 20,286 $1.1M
D L Carlson Investment Group Inc. 0.19% Add +3.3% 20,245 $1.1M
Bank of Stockton 0.32% Reduce -32.4% 20,201 $1.1M
Ignite Planners, LLC 0.17% Add +27.0% 20,665 $1.1M
Donaldson Capital Management, LLC 0.04% Add +22.8% 20,161 $1.1M
Intelligence Driven Advisers, LLC 0.16% Add +0.8% 20,115 $1.1M
Savant Capital, LLC 0.01% Reduce -0.8% 20,072 $1.1M
Granite FO LLC 0.59% Reduce -22.6% 20,070 $1.1M
Wolff Wiese Magana LLC 0.60% Reduce -2.4% 20,061 $1.1M
Csenge Advisory Group 0.05% Add +4.3% 20,042 $1.1M
RoundAngle Advisors LLC 0.80% Reduce -0.9% 19,997 $1.1M
Greystone Financial Group, LLC 0.17% Add +7.7% 19,987 $1.1M
Flywheel Private Wealth LLC 0.68% Reduce -7.5% 19,932 $1.1M
Davis R M Inc. 0.02% Add +2.7% 19,927 $1.1M
Financial Engines Advisors L.L.C. 0.00% Reduce -12.0% 19,926 $1.1M
Lynx Investment Advisory 0.59% Reduce -5.1% 19,887 $1.1M
Pitcairn Wealth Advisors LLC 0.10% — 19,839 $1.1M
Wealthstar Advisors, LLC 0.59% Reduce -6.1% 19,682 $1.1M
Occidental Asset Management, LLC 0.13% Add +2.6% 19,677 $1.1M
APS Management Group, Inc. 0.92% Add +0.1% 19,633 $1.1M
Fidelis Capital Partners, LLC 0.08% Add +5.3% 19,574 $1.1M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +231.8% 19,548 $1.1M
Capital Insight Partners, LLC 0.23% Reduce -3.1% 19,532 $1.1M
Peoples Bank 1.06% Reduce -3.8% 19,322 $1.1M
Galvin, Gaustad & Stein, LLC 0.08% Reduce -10.7% 19,173 $1.1M
Coastline Trust Co 0.10% Add +18.3% 19,143 $1.0M
HBK Sorce Advisory LLC 0.02% Add +0.5% 19,321 $1.0M
Fischer Investment Strategies, LLC 0.61% Reduce -11.3% 19,098 $1.0M
Ascent Group, LLC 0.04% Add +16.7% 19,051 $1.0M
Byrne Financial Freedom, LLC 0.48% Reduce -3.2% 19,048 $1.0M
Claro Advisors Inc. 0.14% Reduce -3.2% 18,997 $1.0M
Independent Advisor Alliance 0.02% Add +29.8% 18,706 $1.0M
Ballentine Partners, LLC 0.01% Add +0.0% 18,623 $1.0M
GenTrust, LLC 0.04% Reduce -4.3% 18,598 $1.0M
Lansing Street Advisors 0.26% Reduce -11.3% 18,587 $1.0M
Evergreen Capital Management LLC 0.02% Reduce -18.3% 18,478 $1.0M
Trust Point Inc. 0.08% Add +1.0% 18,356 $1.0M
N.E.W. Advisory Services LLC 0.07% Reduce -10.8% 18,323 $1.0M
O'ROURKE & COMPANY, Inc 0.39% Add +4.3% 18,317 $1.0M
Allen Investment Management, LLC 0.01% No change 18,274 $1.0M
Rwa Wealth Partners, LLC 0.01% Add +8.8% 18,234 $999K
Astra Wealth Partners LLC 0.61% Add +7.0% 18,221 $998K
Manhattan West Asset Management, LLC 0.20% Add +60.7% 18,106 $992K
Investment Advisory Group, LLC 0.26% Reduce -0.5% 18,106 $992K
Pursue Wealth Partners LLC 0.48% Reduce -43.6% 18,073 $990K
Taylor & Morgan Wealth Management, LLC 0.55% Reduce -0.1% 18,052 $989K
Strategy Asset Managers LLC 0.16% Add +1.2% 18,032 $988K
Wellington Shields Capital Management, LLC 0.14% Reduce -18.7% 18,022 $987K
Sovran Advisors, LLC 0.08% Reduce -7.5% 18,135 $986K
Destiny Wealth Partners, LLC 0.11% Reduce -93.1% 18,422 $984K
Wakefield Asset Management LLLP 0.27% New 17,943 $983K
Retirement Planning Group, LLC 0.03% Reduce -1.9% 17,896 $980K
Sapient Capital LLC 0.01% Add +3.5% 17,746 $979K
Capital Investment Advisory Services, LLC 0.07% Add +0.3% 17,849 $978K
Guardian Asset Advisors, LLC 0.51% Reduce -0.0% 17,795 $975K
Atlas Private Wealth Advisors 0.23% Reduce -21.9% 17,781 $974K
Beacon Financial Advisory LLC 0.23% Add +1.1% 17,747 $972K
SOA Wealth Advisors, LLC. 0.16% Reduce -0.9% 17,715 $970K
EFG International AG 0.02% — 17,704 $970K
Union Savings Bank 0.42% — 17,636 $966K
Waldron Private Wealth LLC 0.04% No change 17,595 $964K
FineMark National Bank & Trust 0.03% Reduce -14.0% 17,591 $963K
Partners Wealth Management, LLC 1.01% Reduce -1.2% 17,583 $963K
RMR Wealth Builders 0.08% Reduce -31.2% 17,575 $963K
Riversedge Advisors, LLC 0.15% No change 17,398 $953K
MRWM Advisors, LLC 0.51% No change 17,370 $951K
Rollins Financial Advisors, LLC 0.14% Reduce -6.4% 17,308 $948K
LRI Investments, LLC 0.08% Reduce -0.9% 17,300 $948K
Bell Bank 0.04% Reduce -5.1% 17,288 $947K
Ibex Wealth Advisors 0.09% Add +0.2% 17,231 $944K
Wilson & Boucher Capital Management, LLC 0.62% Add +4.5% 17,225 $943K
Kiley Juergens Wealth Management, LLC 0.20% Add +0.3% 17,198 $942K
Powell Investment Advisors, LLC 0.32% Reduce -5.4% 17,164 $940K
Steele Capital Management, Inc. 0.04% No change 17,160 $940K
Cloud Capital Management, LLC 0.44% Add +18.8% 17,150 $939K
Balboa Wealth Partners 0.16% Reduce -2.2% 17,124 $938K
Debussy Capital Management LP 0.13% Reduce -9.1% 17,099 $936K
Investment Partners, LTD. 0.33% Add +1.0% 17,059 $934K
Kessler Investment Group, LLC 0.39% Add +0.6% 17,033 $933K
Cassaday & Co Wealth Management LLC 0.02% No change 16,915 $926K
Heritage Wealth Advisors 0.04% No change 16,909 $926K
Daymark Wealth Partners, LLC 0.03% Add +3.8% 16,898 $926K
Mitchell Sinkler & Starr 0.42% No change 16,860 $923K
Icon Wealth Advisors, LLC 0.06% Reduce -1.2% 16,826 $922K
Wesbanco Bank Inc. 0.03% Reduce -34.3% 16,824 $921K
KG Capital Management 0.24% Reduce -1.4% 16,819 $921K
Woodmont Investment Counsel LLC 0.06% No change 16,724 $916K
Rebalance, LLC 0.05% Add +0.3% 16,701 $915K
Thomasville National Bank 0.06% Reduce -4.5% 16,684 $914K
Accredited Investor Services, LLC 0.60% No change 16,650 $912K
MV Capital Management, Inc. 0.09% No change 16,587 $908K
Elmwood Wealth Management, Inc. 0.29% New 16,507 $904K
V2 Financial group LLC 0.44% Add +1.2% 16,461 $902K
Empowered Funds, LLC 0.02% Add +18.3% 16,442 $901K
Headinvest, LLC 0.18% Reduce -3.0% 16,399 $898K
Columbus Macro, LLC 0.10% New 16,309 $893K
Grantvest Financial Group LLC 0.57% Reduce -6.9% 16,306 $893K
Smith, Moore & Co. 0.07% Add +1.5% 16,254 $890K
EPG Wealth Management LLC 0.24% Reduce -2.1% 16,194 $887K
CHICAGO TRUST Co NA 0.14% Reduce -25.3% 16,156 $885K
Gold Investment Management Ltd. 0.28% Reduce -37.6% 16,133 $884K
AdvisorNet Financial, Inc 0.05% Add +0.2% 16,093 $881K
Signature Wealth Management Partners, LLC 0.43% Add +0.3% 16,009 $877K
Stevens Capital Management LP 0.31% Reduce -77.6% 16,000 $876K
Turtle Creek Wealth Advisors, LLC 0.07% Reduce -65.3% 15,974 $875K
Empower Advisory Group, LLC 0.00% Add +28.9% 15,958 $874K
Bluesphere Advisors LLC 0.39% Add +20.5% 15,936 $873K
Diversify Wealth Management, LLC 0.04% Add +298.5% 16,074 $872K
Acorns Advisers, LLC 0.01% Add +15.2% 15,862 $869K
Courier Capital LLC 0.05% Add +30.8% 15,826 $867K
Falcon Wealth Planning 0.07% Add +0.9% 15,816 $866K
Holderness Investments Co. 0.18% Add +6.2% 15,814 $866K
Montecito Bank & Trust 0.14% Reduce -0.4% 15,787 $865K
Kaizen Financial Strategies 0.38% Add +8.2% 15,733 $862K
Luminist Capital LLC 1.06% Add +1.8% 15,660 $858K
Beaumont Asset Management, L.L.C. 0.43% Reduce -1.4% 15,602 $855K
Mission Creek Capital Partners, Inc. 0.17% Add +1.8% 15,551 $852K
Freestone Capital Holdings, LLC 0.03% No change 15,509 $849K
Lynch & Associates 0.16% Reduce -2.2% 15,425 $845K
Caxton Associates LLP 0.02% Reduce -46.4% 15,420 $845K
Sherman Asset Management, Inc. 0.71% Add +0.1% 15,399 $843K
Anchor Investment Management, LLC 0.07% Reduce -0.5% 15,354 $841K
Investment Partners Asset Management, Inc. 0.52% Reduce -0.5% 15,347 $841K
Worth Financial Advisory Group, LLC 0.41% Reduce -5.4% 15,334 $840K
Private Wealth Asset Management, LLC 0.09% No change 15,320 $839K
Kagan Cocozza Asset Management 0.59% Add +25.5% 15,272 $836K
Blue Trust, Inc. 0.01% Reduce -23.4% 15,199 $832K
Sherry Group, Inc. 0.87% — 14,968 $826K
Burke & Herbert Bank & Trust Co. 0.23% Reduce -63.4% 14,990 $821K
Equitable Trust Co. 0.04% Reduce -1.3% 14,922 $817K
Fjell Capital, LLC 0.62% Add +5.1% 14,879 $815K
Webster Bank, N. A. 0.08% Add +0.3% 14,859 $814K
Cannon Capital Management, Inc. 0.71% — 14,745 $808K
Richard Bernstein Advisors LLC 0.02% Reduce -98.8% 14,733 $807K
Sagespring Wealth Partners, LLC 0.01% Reduce -41.9% 14,674 $804K
Goelzer Investment Management, Inc. 0.04% Reduce -4.2% 14,643 $802K
Core Wealth Partners LLC 0.36% Add +2.8% 14,641 $802K
Milestone Asset Management, LLC 0.15% Add +5.0% 14,586 $799K
Tactive Advisors, LLC 0.23% Add +19.0% 14,575 $798K
Slow Capital, Inc. 0.10% No change 14,546 $797K
Empirical Asset Management, LLC 0.22% Reduce -1.6% 19,721 $794K
Volterra Technologies LP 0.81% Reduce -93.5% 14,410 $789K
Moment Partners, LLC 0.16% Add +7.3% 14,378 $787K
Axecap Investments, LLC 0.48% Reduce -6.7% 14,353 $786K
Prepared Retirement Institute LLC 0.40% Add +1.9% 14,345 $786K
Monograph Wealth Advisors, LLC 0.08% No change 14,345 $786K
Transatlantique Private Wealth LLC 0.25% No change 14,300 $783K
Viewpoint Capital Management LLC 0.34% No change 14,242 $780K
SouthState Bank Corp 0.03% Reduce -1.9% 14,225 $779K
Brown Brothers Harriman & Co. 0.00% No change 14,217 $779K
First Citizens Bank & Trust Co. 0.02% Reduce -3.3% 14,193 $777K
Pines Wealth Management, LLC 0.25% Add +2.1% 14,182 $777K
SBI Securities Co., Ltd. 0.02% Reduce -3.3% 14,171 $776K
Exencial Wealth Advisors, LLC 0.02% Reduce -15.3% 14,170 $776K
Compagnie Lombard Odier SCmA 0.01% No change 14,165 $776K
Ironsides Asset Advisors, LLC 0.20% Reduce -12.2% 14,065 $770K
Copia Wealth Management 0.55% Reduce -5.8% 14,031 $768K
Greenleaf Trust 0.01% Add +1.1% 14,023 $768K
Adirondack Trust Co. 0.25% Reduce -5.5% 14,002 $767K
TD Asset Management Inc 0.00% Reduce -0.4% 13,939 $763K
Cassady Wealth & Retirement Planning, LLC 0.50% — 13,870 $760K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +1.5% 13,863 $759K
True Vision MN LLC 0.39% Add +1.4% 13,833 $758K
Quadcap Wealth Management, LLC 0.09% Reduce -5.1% 13,782 $755K
Russell Investments Group, Ltd. 0.00% Add +3.4% 13,782 $755K
Key Client Fiduciary Advisors, LLC 0.26% Add +3.6% 13,761 $754K
MCF Advisors LLC 0.04% Add +0.7% 13,734 $752K
Bulwark Capital Corp 0.53% No change 13,680 $749K
KMG Fiduciary Partners, LLC 0.05% Add +1.4% 13,661 $748K
Avidian Wealth Enterprises, LLC 0.03% Reduce -31.6% 13,636 $747K
Nolet Wealth Management, LLC 0.42% — 13,624 $746K
OneAscent Family Office, LLC 0.50% Add +0.3% 13,587 $744K
Essex Bank 0.16% New 13,581 $744K
Americana Partners, LLC 0.02% Add +47.7% 13,530 $741K
Wood Tarver Financial Group, LLC 0.21% Reduce -1.3% 13,547 $741K
Voya Financial Advisors, Inc. 0.07% Reduce -7.9% 13,372 $740K
Oxford Financial Group, LTD. LLC 0.04% Add +355.6% 13,460 $737K
Sterneck Capital Management, LLC 0.33% Add +0.0% 13,401 $734K
Milestone Investment Advisors LLC 0.18% Add +40.9% 13,388 $733K
LongView Wealth Management 0.18% Add +32.0% 13,253 $733K
Lunt Capital Management, Inc. 0.27% New 13,236 $725K
Fourpath Capital Management, LLC 0.10% Reduce -7.8% 13,192 $723K
Principle Wealth Partners LLC 0.04% Reduce -3.8% 13,190 $722K
Morangie Management LLC 0.58% No change 13,181 $722K
Octavia Wealth Advisors, LLC 0.07% Reduce -5.3% 13,160 $721K
Betterment LLC 0.00% Add +34.1% 13,120 $719K
Shulman DeMeo Asset Management LLC 0.16% Add +4.5% 13,113 $718K
Diligent Investors, LLC 0.18% Reduce -0.1% 13,107 $718K
Ameritas Investment Partners, Inc. 0.02% Add +53.1% 13,090 $717K
Pettyjohn, Wood & White, Inc. 0.11% Add +0.0% 13,082 $717K
Caldwell Trust Co 0.06% Reduce -1.1% 13,014 $713K
Comprehensive Financial Planning, Inc. 0.47% Add +0.3% 13,012 $713K
Schmidt P J Investment Management Inc. 0.12% Add +39.8% 12,997 $712K
Prostatis Group LLC 0.17% Add +2.7% 12,989 $711K
GAMMA Investing LLC 0.04% Add +0.3% 12,987 $711K
Hopwood Financial Services, Inc. 0.50% No change 12,978 $711K
Union Bancaire Privee, UBP SA 0.01% Reduce -28.3% 12,858 $707K
Endeavor Private Wealth, Inc. 0.20% Reduce -10.1% 12,869 $705K
Cumberland Partners Ltd 0.04% Add +2.1% 12,797 $701K
Burford Brothers, Inc. 0.29% Add +0.1% 12,768 $699K
Carnegie Lake Advisors LLC 0.27% Reduce -4.2% 12,703 $696K
Charter Oak Capital Management, LLC 0.05% No change 12,688 $695K
Sherman Wealth Management LLC 0.60% — 12,661 $693K
Bragg Financial Advisors, Inc 0.02% Reduce -0.9% 12,654 $693K
Biltmore Family Office, LLC 0.10% Add +12.4% 12,618 $691K
Portfolio Resources Advisor Group, Inc. 0.69% — 12,604 $690K
Meridian Wealth Advisors, LLC 0.10% No change 12,582 $689K
waypoint wealth counsel 0.25% No change 12,552 $687K
Symmetry Partners, LLC 0.04% Reduce -67.4% 12,524 $686K
Acropolis Investment Management, LLC 0.03% Reduce -1.7% 12,520 $686K
TruWealth Advisors, LLC 0.03% Add +1.9% 12,519 $686K
Caliber Wealth Management, LLC / KS 0.07% Reduce -7.3% 12,478 $683K
Pure Financial Advisors, LLC 0.01% Add +0.4% 12,473 $683K
Pennsylvania Capital Management Inc. 0.19% No change 12,406 $679K
Tempus Wealth Planning, LLC 0.15% Reduce -2.4% 12,336 $676K
Resolute Wealth Strategies, LLC 0.30% New 12,316 $675K
Atticus Wealth Management, LLC 0.17% Add +3.6% 12,307 $674K
Pettinga Financial Advisors LLC 0.13% Reduce -2.8% 12,290 $673K
Chilton Capital Management LLC 0.02% Reduce -0.4% 12,282 $673K
Choate Investment Advisors 0.01% Reduce -12.3% 12,267 $672K
Vident Advisory, LLC 0.01% Add +0.8% 12,251 $671K
Wealth Preservation Advisors, LLC 0.34% No change 12,206 $669K
Blueprint Investment Partners LLC 0.07% Reduce -22.1% 12,195 $668K
Embree Financial Group 0.08% Add +3.6% 12,159 $666K
Elgethun Capital Management 0.12% No change 12,154 $666K
COFG Advisors, LLC 0.16% — 12,140 $665K
Wealthcare Capital Partners, LLC 0.31% Add +1.4% 12,032 $659K
Panoramic Investment Advisors, LLC 0.36% Add +5.3% 12,008 $658K
Old North State Trust, LLC 0.39% No change 12,000 $657K
Hilltop National Bank 0.16% Add +0.8% 11,984 $656K
National Philanthropic Trust 0.01% New 11,976 $656K
First Wilshire Securities Management Inc. 0.16% No change 11,950 $655K
Fortis Capital Advisors, LLC 0.10% Add +5.1% 11,929 $653K
Cypress Wealth Services, LLC 0.09% New 11,892 $651K
WealthBridge Capital Management, LLC 0.15% Reduce -8.5% 11,879 $651K
Brightwater Advisory LLC 0.44% Reduce -0.1% 11,876 $650K
High Point Wealth Management, LLC 0.62% — 11,817 $647K
KLCM Advisors, Inc. 0.06% New 11,781 $645K
Two West Capital Advisors LLC 0.37% Add +13.4% 11,754 $644K
Freedom Investment Management, Inc. 0.19% Reduce -56.3% 11,743 $643K
Carr Financial Group Corp 0.17% Reduce -0.8% 11,708 $641K
Up Strategic Wealth Investment Advisors LLC 0.47% No change 11,809 $641K
Signaturefd, LLC 0.01% Reduce -3.0% 11,663 $639K
Allen Capital Group, LLC 0.06% Reduce -3.8% 11,651 $638K
UMB Bank, n.a. 0.01% Add +53.1% 11,637 $637K
Financial Life Planners 0.46% Reduce -0.3% 11,620 $636K
Swmg, LLC 0.18% Reduce -12.9% 11,717 $636K
Range Advisory, LLC 0.16% — 11,567 $634K
James Investment Research, Inc. 0.07% Reduce -3.0% 11,477 $629K
Key Financial Inc 0.11% Reduce -2.9% 11,469 $628K
Total Wealth Planning & Management, Inc. 0.50% — 11,427 $626K
Afg Fiduciary Services Limited Partnership 0.37% No change 11,382 $625K
Connecticut Wealth Management, LLC 0.03% Add +9.6% 11,406 $625K
CrossGen Wealth, LLC 0.55% — 11,404 $625K
Xcelsior Advisor Partners LLC 0.30% — 11,382 $623K
Chicago Partners Investment Group LLC 0.02% Reduce -0.8% 11,720 $622K
Cornerstone Advisory, LLC 0.06% Add +5.7% 11,321 $620K
Daybright Advisory Services, Inc. 0.16% — 11,286 $618K
Elevatus Welath Management 0.17% Add +0.3% 11,257 $617K
Quadrant Capital Group LLC 0.02% No change 11,248 $616K
Clay Northam Wealth Management, LLC 0.34% Reduce -1.1% 11,230 $615K
KKM Financial LLC 0.11% No change 11,213 $614K
Jackson Hole Capital Partners, LLC 0.11% Add +0.0% 11,208 $614K
Fortem Financial Group, LLC 0.16% Add +17.7% 11,207 $614K
Legacy Wealth Asset Management, LLC 0.15% Reduce -1.8% 11,196 $613K
Novem Group 0.07% Add +12.0% 11,185 $613K
Collaborative Wealth Managment Inc. 0.22% Reduce -17.5% 11,162 $611K
Ameriflex Group, Inc. 0.32% Reduce -33.5% 11,157 $611K
Lavelle Capital LP 0.39% — 11,133 $610K
American State Bank (Iowa) 0.29% Add +1.2% 11,116 $609K
Country Trust Bank 0.01% Add +2.6% 11,113 $609K
Condor Capital Management 0.05% Reduce -4.8% 11,082 $607K
Global Assets Advisory, LLC 0.17% Reduce -4.3% 11,050 $605K
MGB Wealth Management, LLC 0.17% Add +0.2% 10,954 $601K
Raab & Moskowitz Asset Management LLC 0.13% Add +18.9% 10,969 $601K
Aviance Capital Partners, LLC 0.07% Reduce -0.3% 10,926 $598K
Whittier Trust Co. of Nevada Inc. 0.01% Add +12.9% 10,584 $597K
Finward Bancorp 0.46% Add +4.5% 10,881 $596K
Modera Wealth Management, LLC 0.01% Reduce -7.1% 10,869 $595K
BBR Partners, LLC 0.03% Add +121.2% 10,833 $593K
First Foundation Advisors 0.02% Reduce -21.3% 10,832 $593K
GEM Asset Management, LLC 0.26% Add +0.3% 10,653 $592K
RPG Investment Advisory, LLC 0.07% Add +0.5% 10,812 $592K
JB Capital LLC 0.02% Add +12.1% 10,797 $591K
Lake Street Private Wealth, LLC 0.07% Add +0.2% 10,780 $590K
Kaydan Wealth Management, Inc. 0.17% Reduce -10.3% 10,759 $589K
Fifth Third Wealth Advisors LLC 0.02% Add +12.9% 10,744 $588K
McAdam, LLC 0.03% Add +50.5% 10,738 $588K
Avantax Planning Partners, Inc. 0.02% Reduce -10.3% 10,738 $588K
Angeles Wealth Management, LLC 0.03% Add +441.0% 10,620 $582K
Disciplined Investors, L.L.C. 0.38% Reduce -0.2% 10,566 $579K
Hexagon Capital Partners LLC 0.11% Reduce -3.6% 10,535 $577K
Vantus Wealth LLC 0.42% — 10,518 $576K
Waystone Advisors LLC 0.49% — 10,436 $572K
OneAscent Financial Services LLC 0.05% Add +56.2% 10,427 $571K
Braun Stacey Associates Inc. 0.02% Reduce -0.2% 10,414 $570K
Ritholtz Wealth Management 0.01% Add +3.9% 10,411 $570K
AlphaStar Capital Management, LLC 0.04% Reduce -96.2% 10,392 $569K
Opinicus Capital, Inc. 0.40% Add +6.1% 10,391 $569K
L & S Advisors Inc 0.06% Reduce -7.2% 10,391 $569K
Brave Asset Management Inc. 0.13% No change 10,374 $568K
Richmond Investment Services, LLC 0.10% Reduce -15.0% 10,363 $568K
Leo Wealth, LLC 0.04% Add +70.9% 10,341 $566K
Eagle Wealth Advisors LLC 0.48% — 10,331 $566K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +4.4% 10,286 $563K
Lodestone Wealth Management LLC 0.23% Add +0.2% 10,278 $563K
Wealth Advisory Solutions, LLC 0.13% Reduce -1.5% 10,277 $563K
Optivise Advisory Services LLC 0.32% Reduce -6.6% 10,244 $561K
Seven Springs Wealth Group, LLC 0.16% Reduce -0.6% 10,206 $559K
Larry Mathis Financial Planning, LLC 0.49% — 10,199 $559K
Flow Traders U.S. LLC 0.02% Reduce -85.8% 10,162 $557K
Coyle Financial Counsel LLC 0.12% Add +0.1% 10,160 $556K
Caldwell Sutter Capital, Inc. 0.24% Reduce -0.6% 10,157 $556K
Meridian Financial Advisors, LLC 0.30% Add +3.5% 10,126 $555K
tru Independence LLC 0.14% Reduce -8.7% 10,082 $552K
Bedel Financial Consulting, Inc. 0.06% Add +0.7% 10,077 $552K
Washburn Capital Management, Inc. 0.30% Reduce -21.5% 10,075 $552K
Retirement Income Solutions, Inc. 0.09% Add +8.6% 10,062 $551K
Select Asset Management & Trust 0.17% No change 10,035 $550K
Cascade Financial Partners, LLC 0.06% No change 10,029 $549K
Coldstream Capital Management Inc. 0.01% Reduce -10.1% 10,026 $549K
Barometer Capital Management Inc. 0.13% Add +69.3% 14,800 $549K
LuminArx Capital Management LP 0.80% — 10,000 $548K
Ameliora Wealth Management Ltd. 0.17% No change 10,000 $548K
Drexel Morgan & Co. 0.09% No change 10,000 $548K
Levin Capital Strategies, L.P. 0.05% No change 10,000 $548K
Diversified Enterprises, LLC 0.03% No change 9,956 $545K
Talisman Wealth Advisors LLC 0.42% Reduce -11.4% 9,918 $544K
Florida Trust Wealth Management Co 0.01% Reduce -2.5% 9,928 $544K
Wealth Architects, LLC 0.05% Reduce -2.5% 9,916 $543K
Keystone Wealth Services, LLC 0.11% Add +46.0% 9,914 $543K
Tyche Wealth Partners LLC 0.09% Add +29.5% 9,879 $541K
Guyasuta Investment Advisors Inc. 0.03% Add +7.6% 9,851 $540K
Destination Wealth Management 0.01% Add +3.2% 9,831 $538K
Money Concepts Capital Corp. 0.03% Reduce -0.7% 9,831 $538K
International Private Wealth Advisors LLC 0.34% Add +49.4% 9,815 $538K
Mathes Company, Inc. 0.19% No change 9,800 $537K
Hyundai Investments Co., Ltd. 0.52% New 9,720 $536K
Greenwood Capital Associates LLC 0.06% Reduce -6.0% 9,792 $536K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -2.0% 9,762 $535K
Integral Investment Advisors, Inc. 0.13% Add +5.5% 9,702 $531K
Kraft, Davis & Associates, LLC 0.12% Reduce -26.2% 9,780 $531K
Credit Agricole S A 0.00% Reduce -94.2% 9,629 $527K
Summit Trail Advisors, LLC 0.01% Reduce -1.2% 9,617 $527K
Great Lakes Advisors, LLC 0.00% Reduce -0.1% 9,546 $523K
Tiller Private Wealth, Inc. 0.19% Add +0.8% 9,529 $522K
Ark Wealth Advisors LLC 0.56% — 9,508 $521K
Brown Miller Wealth Management, LLC 0.14% No change 9,458 $518K
Aurora Private Wealth, Inc. 0.34% — 9,473 $517K
Eldridge Investment Advisors, Inc. 0.11% Add +0.0% 9,433 $517K
MSH Capital Advisors LLC 0.11% Add +7.3% 9,409 $515K
Arwa LLC 0.30% — 9,360 $513K
GC Wealth Management RIA, LLC 0.02% Reduce -23.6% 9,351 $512K
HM Payson & Co. 0.01% Reduce -20.1% 9,339 $511K
Main Street Financial Solutions, LLC 0.04% Add +7.7% 9,319 $510K
Johnson Financial Group, Inc. 0.02% Add +8.8% 9,301 $509K
Royal Capital Wealth Management, LLC 0.30% Add +0.0% 9,297 $509K
Alterna Wealth Management, Inc. 0.42% Reduce -2.9% 9,286 $509K
Purkiss Capital Advisors LLC 0.24% Reduce -52.8% 9,281 $508K
QRG Capital Management, Inc. 0.01% Add +67.3% 9,266 $507K
GM Advisory Group, LLC 0.02% Add +12.6% 9,230 $506K
Capital Advisors Inc. 0.01% Add +5.9% 9,199 $504K
Gratus Wealth Advisors, LLC 0.07% Reduce -25.9% 9,177 $503K
Aries Wealth Management 0.11% No change 9,137 $500K
Ducere Wealth Management LLC 0.19% — 9,123 $500K
Continuum Advisory, LLC 0.05% Add +20.4% 9,076 $497K
Sharkey, Howes & Javer 0.06% No change 9,042 $495K
ORG Partners LLC 0.09% Add +94.8% 9,037 $495K
AMJ Financial Wealth Management 0.12% Reduce -24.7% 9,033 $495K
Shared Vision Wealth Group LLC 0.20% New 9,246 $494K
Nikulski Financial, Inc. 0.12% Add +24.1% 8,989 $492K
BLB&B Advisors, LLC 0.02% New 8,977 $492K
YHB Investment Advisors, Inc. 0.03% Reduce -14.6% 8,935 $489K
AmeriServ Wealth Advisors 0.28% Reduce -52.6% 8,928 $489K
VestGen Investment Management 0.27% Add +0.1% 8,881 $486K
Solutions 4 Wealth, Ltd 0.73% Add +0.3% 8,845 $484K
Burling Wealth Partners, LLC 0.08% New 8,832 $484K
Procyon Advisors, LLC 0.02% Add +6.5% 8,811 $483K
Accurate Wealth Management, LLC 0.06% Reduce -5.1% 8,658 $483K
Smith Chas P & Associates Pa Cpas 0.03% New 8,809 $482K
FSM Wealth Advisors, LLC 0.07% Add +26.5% 8,788 $481K
Brooklyn Investment Group 0.02% Add +21.1% 8,687 $481K
A4 Wealth Advisors LLC 0.41% Reduce -30.4% 8,730 $478K
Severin Investments, LLC 0.42% Reduce -6.8% 8,710 $477K
Rothschild Investment LLC 0.03% Add +1.4% 8,697 $476K
HUB Investment Partners, LLC 0.01% Reduce -3.2% 8,696 $476K
Coquina Private Wealth LLC 0.38% — 8,632 $473K
Destiny Capital Corp 0.24% No change 8,615 $472K
Ferguson Shapiro LLC 0.14% Reduce -15.4% 8,599 $471K
Strategic Advisors LLC 0.07% Reduce -2.2% 8,576 $470K
Golden Reserve Retirement LLC 0.09% New 8,574 $470K
HCR Wealth Advisors 0.05% Add +0.1% 8,555 $469K
JMG Financial Group, Ltd. 0.01% No change 8,554 $469K
Tannin Capital LLC 0.42% — 8,532 $467K
All Terrain Financial Advisors, LLC 0.14% Reduce -1.0% 8,527 $467K
BTG Pactual Asset Management US LLC 0.05% Add +0.1% 8,462 $467K
Aprio Wealth Management, LLC 0.03% New 8,512 $466K
Verus Capital Partners, LLC 0.03% Reduce -7.9% 8,509 $466K
ELCO Management Co., LLC 0.29% Reduce -29.7% 8,505 $466K
Mosaic Financial Group, LLC 0.32% Add +0.2% 8,437 $462K
One Wealth Management Investment & Advisory Services, LLC 0.50% No change 8,419 $461K
Grandview Asset Management LLC 0.13% Add +16.5% 8,416 $461K
Titleist Asset Management, LLC 0.04% Add +30.5% 8,400 $460K
Rise Advisors, LLC 0.16% Reduce -92.8% 8,359 $458K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% No change 8,335 $457K
HMV Wealth Advisors, LLC 0.23% No change 8,311 $455K
Arlington Capital Management, Inc. 0.28% Add +1.8% 8,305 $455K
Comprehensive Financial Consultants Institutional, Inc. 0.14% Reduce -6.5% 8,298 $454K
Romano Brothers and Company 0.05% Reduce -5.7% 8,287 $454K
Perryman Financial Advisory Inc. 0.07% — 8,283 $454K
SMART Wealth LLC 0.14% Reduce -14.4% 8,281 $454K
Lighthouse Financial LLC 0.29% No change 8,211 $450K
Hudson Portfolio Management LLC 0.39% No change 8,189 $449K
Jaffetilchin Investment Partners, LLC 0.03% Add +15.6% 8,138 $446K
Hillcrest Wealth Advisors - NY, LLC 0.19% Add +25.0% 8,125 $445K
Patriot Investment Management Group, Inc. 0.03% Add +6.6% 8,086 $443K
Savvy Advisors, Inc. 0.01% Add +99.5% 8,077 $442K
LifeSteps Financial, Inc. 0.28% No change 8,064 $442K
Formidable Asset Management, LLC 0.06% Reduce -0.2% 8,189 $441K
Winthrop Advisory Group LLC 0.04% Reduce -11.0% 8,013 $439K
Cowa, LLC 0.13% No change 8,000 $438K
Southland Equity Partners LLC 0.09% Reduce -11.7% 7,993 $438K
Salem Investment Counselors Inc. 0.01% Add +7.4% 7,986 $437K
Strategic Family Wealth Counselors, L.L.C. 0.10% Add +0.2% 8,219 $437K
Harmony Asset Management LLC 0.15% Reduce -17.1% 7,952 $436K
Pinnacle Wealth Planning Services, Inc. 0.05% No change 7,943 $435K
Fusion Capital, LLC 0.12% Reduce -5.7% 7,934 $435K
SmartHarvest Portfolios, LLC 0.15% — 7,889 $432K
Vantage Financial Partners, LLC 0.09% Reduce -0.4% 7,878 $431K
Creegan & Nassoura Financial Group, LLC 0.28% Reduce -7.3% 7,875 $431K
Moody LYNN Lieberson & Walker, LLC 0.02% Reduce -91.9% 7,833 $429K
Herold Advisors, Inc. 0.10% Reduce -0.8% 7,815 $428K
Independence Bank of Kentucky 0.05% Add +2.6% 7,810 $428K
Private Capital Management, LLC 0.04% Reduce -2.6% 7,810 $428K
Crown Wealth Group, LLC 0.12% New 7,807 $428K
Bouchey Financial Group, Ltd. 0.03% Reduce -0.5% 7,806 $428K
Legacy Edge Advisors, LLC 0.05% Reduce -3.9% 7,797 $427K
Clark Asset Management, LLC 0.04% New 7,795 $427K
D.B. Root & Company, LLC 0.10% Reduce -34.4% 7,794 $427K
Ancora Advisors LLC 0.01% Add +0.5% 7,774 $426K
First Growth Capital LLC 0.38% — 8,053 $425K
Premier Private Wealth Management LLC 0.44% — 7,857 $425K
Carret Asset Management, LLC 0.04% Add +7.4% 7,743 $424K
Loudon Investment Management, LLC 0.22% No change 7,740 $424K
Sageworth Trust Co 0.02% No change 7,720 $423K
Spinnaker Investment Group, LLC 0.08% Add +20.8% 7,713 $422K
Sunbelt Securities, Inc. 0.03% Add +0.2% 7,691 $421K
Proffitt & Goodson Inc. 0.06% Reduce -1.5% 7,688 $421K
Berkshire Asset Management LLC 0.02% Add +2.3% 7,687 $421K
Agate Pass Investment Management, LLC 0.16% Add +6.2% 7,682 $421K
Arvest Bank Trust Division 0.02% No change 7,674 $420K
Sage Capital Advisors,llc 0.10% Add +0.0% 7,638 $418K
Traynor Capital Management, Inc. 0.02% Reduce -0.9% 7,617 $417K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +9.7% 7,601 $416K
Liberty Wealth Management LLC 0.05% Reduce -7.2% 7,590 $416K
Riverview Capital Advisers, LLC 0.13% No change 7,587 $416K
Gradient Capital Advisors, LLC 0.11% Add +0.0% 7,562 $414K
Consolidated Capital Management, LLC 0.13% New 7,546 $413K
Harbor Asset Planning, Inc. 0.35% Add +0.3% 7,512 $411K
Richardson Capital Management LLC 0.21% No change 7,509 $411K
Black Diamond Financial, LLC 0.04% Add +4.4% 7,507 $411K
Core Alternative Capital 0.11% Reduce -37.0% 7,470 $409K
Waterway Wealth Management, LLC 0.09% Reduce -3.9% 7,452 $408K
Crux Wealth Advisors 0.15% Add +0.3% 7,436 $407K
Bokf, NA 0.01% Reduce -22.1% 7,435 $407K
Conservest Capital Advisors, Inc. 0.04% New 7,425 $407K
Vestor Capital, LLC 0.03% Reduce -81.0% 1,759 $406K
Tranquilli Financial Advisor LLC 0.24% New 7,408 $406K
Fiduciary Financial Group, LLC 0.06% No change 7,403 $405K
Crewe Advisors LLC 0.04% Reduce -6.5% 7,378 $404K
Wealthspire Retirement, LLC 0.02% Add +0.1% 7,376 $404K
Juncture Wealth Strategies, LLC 0.13% Reduce -0.6% 7,363 $403K
Analyst IMS Investment Management Services Ltd. 0.01% Reduce -2.8% 7,343 $402K
Resurgent Financial Advisors LLC 0.20% Add +14.4% 7,334 $402K
Entelevest, LLC 0.42% — 7,324 $401K
Resonant Capital Advisors, LLC 0.02% New 7,310 $400K
LFA - Lugano Financial Advisors SA 0.21% No change 7,300 $400K
Perennial Advisors, LLC 0.07% No change 7,298 $400K
Journey Strategic Wealth LLC 0.01% Reduce -3.1% 7,282 $399K
STAR Financial Bank 0.20% Reduce -4.4% 7,277 $399K
Silvercrest Asset Management Group LLC 0.00% Add +0.1% 7,258 $398K
Aspen Investment Management Inc 0.12% Add +0.3% 7,208 $395K
Whalen Wealth Management Inc. 0.21% Add +5.4% 7,163 $392K
RiverFront Investment Group, LLC 0.01% Add +45.6% 7,158 $392K
First County Bank 0.21% No change 7,146 $391K
Bryn Mawr Trust Advisors, LLC 0.02% Add +3.5% 7,135 $391K
Central Bank & Trust Co. 0.06% No change 7,135 $391K
Fiduciary Alliance LLC 0.03% Reduce -3.4% 7,125 $390K
Arkos Global Advisors 0.05% Reduce -0.9% 7,107 $389K
NCP Inc. 0.31% Reduce -13.4% 7,088 $388K
Beacon Investment Advisory Services, Inc. 0.02% Add +14.6% 7,065 $387K
Pinnacle Financial Group, LLC / IL 0.11% No change 7,064 $387K
PUREfi Wealth, LLC 0.29% Reduce -0.8% 7,022 $385K
Smith Thornton Advisors LLC 0.20% No change 7,008 $384K
Duncker Streett & Co. Inc. 0.07% Add +0.1% 6,999 $383K
Stelac Advisory Services LLC 0.14% New 6,975 $382K
TigerOak Management, L.L.C. 0.12% Reduce -3.7% 6,969 $382K
Vista Investment Management 0.13% No change 6,958 $381K
Magnolia Capital Management Ltd. 0.28% No change 6,955 $381K
1834 Investment Advisors Co. 0.05% No change 6,949 $381K
Atom Investors LP 0.03% Reduce -97.9% 6,940 $380K
Peak Retirement Planning, Inc. 0.09% Add +4.5% 6,930 $380K
TrustBank 0.16% — 6,917 $379K
Hazlett, Burt & Watson, Inc. 0.12% Add +12.0% 6,889 $378K
Evelyn Partners Investment Management (Europe) Ltd 0.12% No change 6,890 $377K
SkyOak Wealth, LLC 0.07% No change 6,881 $377K
Smithbridge Asset Management Inc. 0.03% Add +74.3% 6,874 $376K
Manchester Capital Management LLC 0.05% Reduce -9.7% 6,857 $376K
Register Financial Advisors LLC 0.15% Reduce -12.4% 6,856 $376K
Fortis Advisors, LLC 0.21% Add +5.2% 6,849 $375K
Clear Harbor Asset Management, LLC 0.03% Add +15.8% 6,842 $375K
InTrack Investment Management Inc 0.21% Add +6.4% 6,808 $373K
Cambient Family Office, LLC 0.05% — 6,803 $373K
Sterling Investment Management, LLC 0.21% Reduce -4.1% 6,790 $372K
First United Bank & Trust 0.12% Reduce -0.4% 6,788 $372K
River Wealth Advisors LLC 0.04% Add +1.5% 6,763 $370K
Mattern Wealth Management LLC 0.07% No change 6,726 $368K
Aull & Monroe Investment Management Corp 0.18% No change 6,709 $367K
Accredited Investors Inc. 0.02% No change 6,704 $367K
Elevated Financial Group LLC 0.13% — 6,702 $367K
LCNB Corp. 0.12% No change 6,702 $367K
Clarius Group, LLC 0.02% No change 6,690 $366K
Spartan Planning & Wealth Management 0.27% Reduce -25.1% 6,690 $366K
Delta Capital Management LLC 0.21% No change 6,650 $364K
Zacks Investment Management 0.00% Add +18.4% 6,606 $362K
SFE Investment Counsel 0.06% Add +3.7% 6,595 $361K
Bienville Capital Management, LLC 0.06% Add +45.3% 6,592 $361K
Vigilare Wealth Management 0.12% New 6,582 $361K
Clarity Capital Advisors, LLC 0.18% No change 6,576 $360K
Richard W. Paul & Associates, LLC 0.12% Reduce -3.6% 6,572 $360K
Investment Advisory Services Inc. /TX 0.11% Reduce -6.4% 6,571 $360K
Silver Oak Securities, Incorporated 0.02% Add +6.7% 6,498 $359K
Lewis Asset Management, LLC 0.15% Add +2.9% 6,537 $358K
Legacy Wealth Advisors, LLC 0.24% — 6,535 $358K
Centerpoint Advisory Group 0.27% Add +1.6% 6,515 $357K
Sonata Capital Group Inc. 0.13% No change 6,400 $351K
CRA Financial Services, LLC 0.05% Reduce -2.9% 6,386 $350K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.12% Add +1104.0% 6,381 $350K
Holland Advisory Services, Inc. 0.47% No change 6,370 $349K
First Heartland Consultants, Inc. 0.03% Reduce -13.8% 6,369 $349K
Third View Private Wealth, LLC 0.05% — 6,358 $348K
MLG Wealth Management DBA Pine Grove Financial Group 0.04% — 6,352 $348K
Soundwatch Capital LLC 0.05% Add +61.2% 6,351 $348K
Altfest L J & Co. Inc. 0.04% Reduce -3.9% 6,326 $347K
Murphy & Mullick Capital Management Corp 0.25% Add +8.9% 6,308 $346K
Argyle Capital Partners, LLC 0.25% Reduce -28.9% 6,302 $345K
Medallion Wealth Advisors, LLC 0.12% Add +6.7% 6,291 $345K
Heartland Advisors Inc. 0.02% New 6,291 $345K
Asset Management Group, Inc. 0.06% Add +0.2% 6,268 $343K
1ST Source Bank 0.02% Add +35.0% 6,255 $343K
Bearing Point Capital, LLC 0.05% Add +48.3% 6,248 $342K
Cyndeo Wealth Partners, LLC 0.02% Reduce -2.0% 6,228 $341K
Arista Wealth Management, LLC 0.04% Add +0.1% 6,224 $341K
SVB Wealth LLC 0.02% Reduce -72.6% 6,219 $341K
Mayflower Financial Advisors, LLC 0.04% Add +21.0% 6,212 $340K
Steinberganna Wealth Management 0.16% No change 6,175 $338K
United Advisor Group, LLC 0.04% Reduce -26.2% 6,171 $338K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% New 6,160 $337K
Laurel Oak Wealth Management, LLC 0.06% — 6,137 $336K
Coordinated Financial Services, Inc. 0.20% Reduce -20.5% 6,123 $335K
Wernau Asset Management Inc. 0.33% No change 6,122 $335K
Millstone Evans Group, LLC 0.20% No change 6,113 $335K
McHugh Group, LLC 0.19% No change 6,100 $334K
SlateStone Wealth, LLC 0.03% No change 6,095 $334K
Banque Cantonale Vaudoise 0.01% Reduce -41.4% 6,096 $334K
Evolve Private Wealth, LLC 0.02% — 6,089 $333K
Portside Wealth Group, LLC 0.05% Add +36.6% 6,078 $333K
Pointe Capital Management LLC 0.17% Reduce -11.0% 6,072 $333K
Addison Advisors LLC 0.07% Reduce -8.6% 6,040 $331K
Gallagher Fiduciary Advisors, LLC 0.01% Add +18.6% 6,031 $330K
Avestar Capital, LLC 0.02% Add +0.0% 5,964 $327K
Wellington Management Group LLP 0.00% Reduce -99.5% 5,961 $326K
Second Line Capital, LLC 0.07% Reduce -1.8% 5,961 $326K
Acorn Wealth Advisors, LLC 0.10% Add +0.1% 5,945 $326K
Chapin Davis, Inc. 0.08% No change 5,936 $325K
Carlson Financial, Inc. 0.19% — 5,933 $325K
Wealth Effects LLC 0.10% Reduce -2.3% 5,930 $325K
Cypress Financial Planning LLC 0.09% Reduce -96.3% 5,876 $324K
Seelaus Asset Management LLC 0.26% Reduce -2.5% 5,915 $324K
Roman Butler Fullerton & Co. 0.08% Reduce -72.7% 5,999 $323K
Bayban 0.28% — 5,887 $322K
Strategic Wealth Partners, Ltd. 0.02% Reduce -6.5% 5,884 $322K
Act Two Investors LLC 0.06% Reduce -42.3% 5,868 $321K
Second Half Financial Partners, LLC 0.14% Reduce -58.4% 5,866 $321K
Capital Analysts, LLC 0.01% Add +0.1% 5,863 $321K
Triad Wealth Partners, LLC 0.03% Reduce -38.8% 5,849 $320K
Horrell Capital Management, Inc. 0.14% Add +0.1% 5,837 $320K
JM2 Capital Inc. 0.26% — 5,833 $319K
Bluespring Wealth Management, LLC 0.03% Reduce -2.5% 5,826 $319K
Lifetime Wealth Management P.C. 0.20% — 5,778 $316K
Philip James Wealth Mangement, LLC 0.04% Reduce -20.9% 5,774 $316K
Pekin Hardy Strauss, Inc. 0.03% No change 5,765 $316K
Iowa State Bank 0.06% New 5,750 $315K
SilverOak Wealth Management LLC 0.05% No change 5,727 $314K
Ballast Rock Private Wealth LLC 0.20% — 5,725 $314K
Westwood Wealth Management 0.24% New 5,724 $314K
Lionshead Wealth Management, LLC 0.24% No change 5,724 $314K
Cape Investment Advisory, Inc. 0.10% Add +3.5% 5,720 $313K
Axim Planning & Wealth 0.33% Reduce -17.2% 5,701 $312K
Summit Financial Strategies, Inc. 0.03% No change 5,700 $312K
Eastern Bank 0.01% Add +0.5% 5,695 $312K
Stock Yards Bank & Trust Co. 0.01% Reduce -32.0% 5,684 $311K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -78.6% 5,679 $311K
Wealth Enhancement Trust Services, Inc. 0.04% — 5,665 $310K
Eubel Brady & Suttman Asset Management Inc. 0.04% No change 5,665 $310K
Arbor Investment Advisors, LLC 0.04% Add +6.9% 5,654 $310K
SageView Advisory Group, LLC 0.01% Add +12.0% 5,648 $309K
Bulltick Wealth Management, LLC 0.07% Add +26.1% 5,635 $309K
Parsons Capital Management Inc. 0.02% Add +7.7% 5,620 $308K
Benedict Financial Advisors Inc. 0.06% Reduce -1.3% 5,613 $307K
Omnitrust Wealth Management, Inc 0.39% — 5,571 $305K
Athena Investment Management 0.16% Reduce -1.5% 5,570 $305K
Moore Capital Management, LP 0.01% Reduce -69.6% 5,546 $304K
Kingdom Financial Group LLC. 0.09% New 5,532 $303K
Arcataur Capital Management LLC 0.09% Reduce -0.5% 5,516 $302K
Beacon Capital Management, LLC 0.05% Reduce -14.1% 5,500 $301K
Twin Focus Capital Partners, LLC 0.03% New 5,479 $300K
Pictet North America Advisors SA 0.03% No change 5,467 $299K
Denver Wealth Management, Inc. 0.11% Add +0.7% 5,455 $299K
Legacy Advisors, LLC 0.03% New 5,447 $298K
Blue Water Asset Management 0.11% — 5,441 $298K
Rare Wolf Capital LLC 0.19% — 5,437 $298K
BSW Wealth Partners 0.04% Add +0.2% 5,418 $297K
Financial Sense Advisors, Inc. 0.06% Reduce -8.3% 5,403 $296K
Wealth Alliance Advisory Group, LLC 0.05% No change 5,396 $296K
Tennessee Valley Asset Management Partners 0.04% Reduce -1.0% 5,394 $295K
Tortoise Investment Management, LLC 0.03% No change 5,366 $294K
Elevated Capital Advisors, LLC 0.07% Reduce -5.0% 5,349 $293K
Whitaker-Myers Wealth Managers, LTD. 0.06% Reduce -86.5% 5,343 $293K
Thompson Davis & Co., Inc. 0.18% New 5,339 $292K
Tortuga Wealth Management, Inc 0.31% — 5,324 $292K
LaSalle St. Investment Advisors, LLC 0.05% Add +20.2% 5,315 $291K
Dopkins Wealth Management, LLC 0.12% No change 5,305 $291K
Nvwm, LLC 0.06% Add +48.9% 5,299 $290K
Rockbridge Investment Management, LCC 0.03% Reduce -5.3% 5,292 $290K
Laird Norton Wetherby Trust Company, LLC 0.01% New 5,274 $289K
Strategies Wealth Advisors, LLC 0.03% Reduce -5.9% 5,252 $288K
Narwhal Capital Management 0.02% No change 5,250 $288K
Access Financial Services, Inc. 0.10% Reduce -12.5% 5,245 $287K
Flagstone Financial Management 0.07% No change 5,227 $286K
Adamsbrown Wealth Consultants LLC 0.08% Add +12.9% 5,212 $285K
Tradewinds Capital Management, LLC 0.06% Reduce -10.3% 5,204 $285K
Vines Capital Management, LLC 0.28% — 5,193 $284K
Impact Partnership Wealth, LLC 0.04% Add +32.1% 5,181 $284K
American National Bank & Trust 0.03% No change 5,171 $283K
Reliant Investment Partners, LLC 0.22% Reduce -1.8% 5,167 $283K
Safeguard Investment Advisory Group, LLC 0.07% Reduce -10.4% 5,156 $282K
Carl P. Sherr & Co., LLC 0.13% New 5,280 $282K
Farmers & Merchants Investments Inc. 0.01% Reduce -3.9% 5,133 $281K
Byrne Asset Management LLC 0.16% Add +4.2% 5,113 $280K
Mather Group, Llc. 0.00% Add +3.8% 5,109 $280K
Annis Gardner Whiting Capital Advisors, LLC 0.05% New 5,093 $279K
Marion Wealth Management 0.06% No change 5,252 $279K
Fiscal Wisdom Wealth Management, LLC 0.26% No change 5,086 $279K
High Falls Advisors, Inc 0.06% Reduce -20.4% 5,086 $279K
Avalon Capital Management 0.07% Add +0.6% 5,081 $278K
Thompson Siegel & Walmsley LLC 0.00% Reduce -2.1% 5,083 $278K
Smith Asset Management Co., LLC 0.23% No change 5,069 $278K
Kapstone Financial Advisors LLC 0.14% No change 5,055 $277K
Farmers National Bank 0.06% No change 5,036 $276K
Fell Capital Management 0.27% — 5,025 $275K
Patten Group, Inc. 0.05% New 5,006 $274K
WMS Group LLC 0.35% — 5,000 $274K
Shufro Rose & Co. LLC 0.02% Reduce -10.7% 5,000 $274K
Quartz Partners, LLC 0.10% Add +0.6% 4,991 $273K
Gray Private Wealth, LLC 0.13% Add +0.2% 4,988 $273K
Pinnacle Bancorp, Inc. 0.08% No change 4,986 $273K
Keating Financial Advisory Services, Inc. 0.04% — 4,976 $273K
Capital Square, LLC 0.14% Reduce -1.9% 4,973 $272K
Dearborn Partners LLC 0.01% Add +5.0% 4,960 $272K
Tripletail Wealth Management, LLC 0.34% Reduce -9.2% 4,955 $271K
USA Financial Formulas 0.05% Reduce -11.0% 4,948 $271K
Patrick M Sweeney & Associates, Inc. 0.17% Reduce -3.4% 4,924 $270K
Financial Partners Group, Inc 0.03% Add +0.1% 5,030 $269K
National Wealth Management Group, LLC 0.09% Reduce -29.6% 4,907 $269K
Huntleigh Advisors, Inc. 0.05% Add +2.4% 4,884 $267K
Concorde Asset Management, LLC 0.11% Reduce -16.2% 4,876 $267K
Pacific Center for Financial Services 0.07% No change 4,946 $266K
Sloy Dahl & Holst, LLC 0.03% Add +4.1% 4,859 $266K
Wulff, Hansen & Co. 0.22% No change 4,855 $266K
Rhodes Investment Advisors Inc. 0.21% — 4,849 $266K
First Financial Bankshares Inc 0.01% No change 4,846 $265K
American Trust 0.02% Reduce -19.6% 4,844 $265K
White Lighthouse Investment Management Inc. 0.04% New 4,827 $264K
Peoples Financial Services Corp. 0.12% Reduce -1.2% 4,763 $261K
FWG Holdings, LLC 0.10% Reduce -3.7% 4,863 $260K
Windsor Advisory Group, LLC 0.23% No change 4,736 $259K
Diversified Portfolios, Inc. 0.02% Add +4.4% 4,726 $259K
Cim, LLC 0.03% No change 4,720 $259K
Vertex Planning Partners, LLC 0.06% Reduce -9.5% 4,693 $257K
Ironwood Investment Counsel, LLC 0.04% Add +0.0% 4,679 $256K
Claret Asset Management Corp 0.03% Reduce -1.9% 4,676 $256K
Calamos Wealth Management LLC 0.01% New 4,635 $254K
Amicus Financial Advisors, LLC 0.07% — 4,624 $253K
RFG Holdings, Inc. 0.06% No change 4,624 $253K
Orion Capital Management LLC 0.09% No change 4,623 $253K
Kellett Wealth Advisors, LLC 0.14% New 4,610 $253K
Round Rock Advisors LLC 0.04% Reduce -8.7% 4,606 $252K
Colonial Trust Co / SC 0.03% No change 4,600 $252K
Aua Capital Management, LLC 0.13% No change 4,596 $252K
Nicolet Advisory Services, LLC 0.02% Add +10.1% 4,539 $251K
Allred Capital Management, LLC 0.09% Reduce -11.6% 4,573 $251K
Vigil Wealth Management, LLC 0.21% — 4,573 $250K
Pine Haven Investment Counsel, Inc 0.18% Reduce -17.9% 4,570 $250K
Straight Path Wealth Management 0.07% New 4,558 $250K
First National Bank & Trust Co. of Newtown 0.05% No change 4,551 $249K
United Community Bank 0.09% Add +154.4% 4,538 $249K
North Dallas Bank & Trust Co. 0.16% — 4,528 $248K
McGuire Capital Advisors Inc. 0.16% — 4,524 $248K
Lazari Capital Management, Inc. 0.08% Add +0.0% 4,515 $247K
2UniFi Bank 0.12% Add +12.5% 4,500 $246K
Nixon Peabody Trust Co. 0.02% New 4,500 $246K
Allen Mooney & Barnes Investment Advisors LLC 0.04% Add +1.9% 4,491 $246K
SeaBridge Investment Advisors LLC 0.04% No change 4,489 $246K
Advisor OS, LLC 0.02% Reduce -89.2% 4,482 $245K
Secure Asset Management, LLC 0.04% Add +2.7% 4,457 $244K
Investor's Fiduciary Advisor Network, LLC 0.05% No change 4,471 $244K
Canton Hathaway, LLC 0.05% No change 4,455 $244K
TFB Advisors LLC 0.07% New 4,443 $243K
Sawgrass Asset Management LLC 0.03% No change 4,425 $242K
Loomis Sayles & Co. L P 0.00% Reduce -3.4% 4,404 $241K
AlTi Global, Inc. 0.01% New 4,401 $241K
Able Wealth Management LLC 0.08% Add +11.5% 4,401 $241K
KRS Capital Management, LLC 0.14% No change 4,400 $241K
MLP3, LLC 0.26% — 4,397 $241K
Highline Wealth Partners LLC 0.07% Add +54.6% 4,388 $240K
Capital Advisors Wealth Management, LLC 0.03% Reduce -10.9% 4,378 $240K
Midwest Financial Group LLC 0.11% New 4,370 $239K
Linscomb Wealth, Inc. 0.01% Reduce -6.3% 4,363 $239K
Root Financial Partners, LLC 0.01% Reduce -29.1% 4,361 $239K
Badgley Phelps Wealth Managers, LLC 0.00% New 4,351 $238K
Weaver Consulting Group 0.06% New 4,348 $238K
Mill Creek Capital Advisors, LLC 0.00% New 4,343 $238K
Valley Wealth Managers, Inc. 0.02% Reduce -4.8% 4,334 $237K
Regent Peak Wealth Advisors LLC 0.05% No change 4,333 $237K
Sequent Planning LLC 0.06% New 4,322 $237K
Canopy Partners, LLC 0.08% Reduce -1.5% 4,311 $236K
Resources Management Corp. /CT/ 0.03% No change 4,318 $236K
Cottage Street Advisors LLC 0.10% Reduce -0.3% 4,305 $236K
Searle & Co. 0.06% No change 4,302 $236K
Facet Wealth, Inc. 0.00% New 4,446 $236K
XML Financial, LLC 0.02% New 4,297 $235K
Sage Mountain Advisors LLC 0.01% No change 4,294 $235K
Sage Capital Management, LLC 0.11% No change 4,293 $235K
Fi3 FINANCIAL ADVISORS, LLC 0.07% No change 4,285 $235K
Indivisible Partners 0.03% — 4,324 $234K
Kathmere Capital Management, LLC 0.02% Reduce -9.3% 4,280 $234K
Berger Financial Group, Inc 0.01% New 4,279 $234K
Ballew Advisors, Inc 0.13% Reduce -4.4% 4,301 $233K
Synergy Investment Management, LLC 0.08% New 4,246 $233K
Insight Wealth Strategies, LLC 0.03% Reduce -39.9% 4,243 $232K
Prosperity Wealth Management, Inc. 0.08% New 4,236 $232K
Capital Squared Financial LLC 0.18% Add +12.3% 4,230 $232K
Generation Capital Management LLC 0.15% Add +3.7% 4,230 $232K
Smith & Howard Wealth Management, LLC 0.05% No change 4,226 $231K
Dana Investment Advisors, Inc. 0.01% Add +10.9% 4,213 $231K
Higgins & Schmidt Wealth Strategies LLC 0.11% Add +0.8% 4,206 $230K
Harbor Investment Advisory, LLC 0.02% Add +5.1% 4,203 $230K
Fortis Capital Management LLC 0.03% New 4,182 $229K
Ellevest, Inc. 0.03% No change 4,175 $229K
CAP Partners, LLC 0.13% Add +2.3% 4,166 $228K
Sweeney & Michel, LLC 0.07% Reduce -2.5% 4,318 $228K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -14.0% 4,151 $227K
MWA Asset Management 0.13% Reduce -0.7% 4,145 $227K
Yarger Wealth Strategies, LLC 0.10% Add +0.3% 4,123 $226K
Investment Insight Wealth Management, LLC 0.22% — 4,120 $226K
Graves Light Lenhart Wealth, Inc. 0.02% No change 4,116 $225K
Stratos Investment Management, LLC 0.01% Reduce -0.4% 4,112 $225K
Cadia Private Client LLC 0.18% — 4,106 $225K
Private Wealth Partners, LLC 0.02% No change 4,100 $225K
Howard Financial Services, LTD. 0.03% Reduce -4.5% 4,099 $225K
Kirkwood Financial Services 0.08% Add +0.3% 4,090 $224K
Gemmer Asset Management LLC 0.02% Reduce -1.6% 4,089 $224K
Interchange Capital Partners, LLC 0.04% Reduce -69.0% 4,076 $223K
Retirement Planning Co of New England, Inc. 0.09% Add +0.3% 4,070 $223K
Plotkin Financial Advisors, LLC 0.11% No change 4,065 $223K
Latitude Advisors, LLC 0.10% Add +4.4% 4,065 $223K
Beaird Harris Wealth Management, LLC 0.02% No change 4,063 $223K
W Advisors, LLC 0.11% No change 4,059 $222K
Atlas Brown,Inc. 0.07% No change 4,057 $222K
Potomac Fund Management Inc. 0.01% Reduce -1.7% 4,056 $222K
Piedmont Capital Management, LLC 0.15% — 4,032 $221K
Gerber, LLC 0.12% Add +0.2% 4,024 $220K
Elevation Wealth Management LLC 0.21% — 4,022 $220K
Regatta Capital Group, LLC 0.03% No change 4,021 $220K
Balefire, LLC 0.04% Reduce -57.4% 4,016 $220K
Insight Advisors, LLC/ PA 0.03% Add +4.3% 4,001 $219K
Thompson Investment Management, Inc. 0.03% No change 4,001 $219K
Z3 Capital Partners, LLC 0.05% — 4,000 $219K
Serenus Wealth Advisors, LLC 0.04% No change 4,000 $219K
Leigh Baldwin & Co., LLC 0.14% Reduce -5.9% 3,999 $219K
Valicenti Advisory Services Inc. 0.05% New 3,998 $219K
Bollard Group LLC 0.01% Add +0.3% 3,994 $219K
Sound Income Strategies, LLC 0.01% Add +66.5% 4,012 $218K
Vericrest Private Wealth 0.19% — 3,970 $217K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +1.1% 3,960 $217K
Peak Asset Management, LLC 0.04% Add +0.0% 3,942 $216K
Fairview Capital Investment Management, LLC 0.01% New 3,941 $216K
Stableford Capital II LLC 0.08% New 3,935 $216K
Penobscot Investment Management Company, Inc. 0.02% Add +4.0% 3,931 $215K
BCS Wealth Management 0.02% New 3,928 $215K
Factor Wealth Management LTD 0.05% Add +0.1% 3,926 $215K
Carson Advisory Inc. 0.11% Add +5.4% 3,922 $215K
Platform Technology Partners 0.05% New 3,921 $215K
Stack Financial Management, Inc 0.02% New 3,912 $214K
Berkshire Money Management, Inc. 0.02% New 3,882 $213K
Milestones Private Investment Advisors LLC 0.15% Add +0.3% 3,873 $212K
Alpha Cubed Investments, LLC 0.01% Add +4.1% 3,872 $212K
Howard Wealth Management, LLC 0.09% Reduce -3.3% 3,870 $212K
Milestone Asset Management Group, LLC 0.12% Reduce -7.2% 3,870 $212K
Obermeyer Wealth Partners 0.01% New 3,861 $211K
Cypress Capital Group 0.02% New 3,860 $211K
Prasad Wealth Partners, LLC 0.06% New 3,847 $211K
HHM Wealth Advisors, LLC 0.02% Add +13.1% 3,840 $210K
Thor Trading Advisors, LLC 0.09% Reduce -95.8% 3,808 $210K
Members Wealth LLC 0.13% New 3,933 $210K
Excalibur Management Corp. 0.08% Reduce -6.1% 3,835 $210K
Woodstock Corp. 0.02% Reduce -0.3% 3,833 $210K
Vanguard Group Inc. 0.00% New 3,832 $210K
Myecfo, LLC 0.09% New 3,820 $209K
Sovereign Financial Group, Inc. 0.04% Reduce -40.2% 3,814 $209K
Bridgewater Advisors Inc. 0.01% No change 3,898 $208K
Strategic Financial Concepts, LLC 0.19% Reduce -97.8% 3,803 $208K
Holistic Financial Partners 0.08% No change 3,796 $208K
Fiduciary Family Office, LLC 0.06% Reduce -2.2% 3,793 $208K
Dunhill Financial, LLC 0.07% No change 3,792 $208K
Sachem Hill LLC 0.04% No change 3,779 $207K
Capital Advisory Group Advisory Services, LLC 0.06% Reduce -2.3% 3,769 $206K
Gryphon Financial Partners LLC 0.02% No change 3,763 $206K
True Link Financial Advisors, LLC 0.01% New 3,753 $206K
May Hill Capital, LLC 0.06% New 3,746 $205K
Warner Group LLC 0.13% New 3,736 $205K
Nilsine Partners, LLC 0.02% No change 3,735 $205K
W.H. Cornerstone Investments Inc. 0.12% New 3,711 $203K
Orleans Capital Management Corp. 0.13% New 3,700 $203K
Bison Wealth, LLC 0.02% Reduce -8.3% 4,126 $203K
Harold Davidson & Associates Inc. 0.09% New 3,694 $202K
AA Financial Advisors, LLC 0.04% New 3,683 $202K
Walsh & Associates, LLC 0.20% — 3,677 $201K
Coppell Advisory Solutions LLC 0.02% Reduce -8.8% 3,645 $201K
WealthTrust Axiom LLC 0.05% New 3,672 $201K
Sierra Summit Advisors LLC 0.03% New 3,668 $201K
LaFleur & Godfrey LLC 0.02% New 3,668 $201K
NorthStar Asset Management LLC 0.09% New 3,662 $201K
Waterfront Wealth Inc. 0.04% New 3,757 $200K
Cabana LLC 1.50% New 3,654 $200K
Global Wealth Strategies & Associates 0.05% Add +41.6% 3,647 $200K
Wealth Watch Advisors, INC 0.07% Reduce -30.4% 3,637 $199K
Nemes Rush Group LLC 0.02% Add +16.0% 3,561 $195K
Asset Dedication, LLC 0.01% Add +57.6% 3,558 $195K
Provident Wealth Management, LLC 0.06% No change 3,516 $193K
Gables Capital Management Inc. 0.08% No change 3,505 $192K
Missouri Trust & Investment Co 0.06% Add +6.1% 3,484 $191K
Integrity Financial Corp 0.10% Reduce -31.3% 3,451 $189K
NFSG Corp 0.03% Reduce -80.2% 3,401 $186K
Rice Partnership, LLC 0.02% Add +15.7% 3,300 $181K
KERR FINANCIAL PLANNING Corp 0.24% Add +185.7% 3,340 $177K
Clayton Financial Group LLC 0.09% Add +3099.0% 3,199 $175K
Tucker Asset Management LLC 0.05% Reduce -95.6% 3,166 $173K
Cornerstone Planning Group LLC 0.03% Add +8.8% 3,261 $173K
Blue Bell Private Wealth Management, LLC 0.03% No change 3,136 $172K
Community Bank, N.A. 0.02% No change 3,130 $171K
Avion Wealth 0.04% No change 3,118 $170K
SJS Investment Consulting Inc. 0.02% Add +4.6% 3,095 $170K
Colonial Trust Advisors 0.01% Add +65.1% 3,035 $166K
Rialto Wealth Management, LLC 0.04% Add +10.1% 2,947 $161K
First Command Advisory Services, Inc. 0.00% No change 2,930 $160K
Purpose Unlimited Inc. 0.01% — 2,921 $160K
Friedenthal Financial 0.08% Reduce -50.1% 2,913 $160K
Smartleaf Asset Management LLC 0.01% Reduce -9.2% 2,887 $159K
Rossby Financial, LCC 0.05% Add +2567.0% 2,907 $159K
Jessup Wealth Management, Inc 0.05% New 2,899 $159K
Grove Bank & Trust 0.02% Add +23.7% 2,883 $158K
McIlrath & Eck, LLC 0.01% Add +0.0% 2,858 $157K
Strategic Advocates LLC 0.04% No change 2,805 $155K
Signature Resources Capital Management, LLC 0.08% Add +20.8% 2,798 $153K
DHJJ Financial Advisors, Ltd. 0.05% No change 2,792 $153K
Princeton Global Asset Management LLC 0.02% Add +2.6% 2,669 $146K
Natixis 0.00% Reduce -99.9% 2,616 $143K
Barnes Dennig Private Wealth Management LLC 0.14% Add +25.6% 2,615 $143K
Hartford Financial Management Inc. 0.04% No change 2,600 $142K
Family Manage LLC 0.02% No change 2,584 $142K
Phillips Financial Management, LLC 0.01% No change 2,583 $141K
Versant Capital Management, Inc 0.02% Add +257.9% 2,577 $141K
Bogart Wealth, LLC 0.01% Reduce -13.1% 2,530 $139K
Boyd Watterson Asset Management LLC 0.04% No change 2,506 $137K
Avalon Trust Co 0.01% Reduce -64.5% 2,480 $136K
Kelleher Financial Advisors 0.03% No change 2,425 $133K
Wellington Grp LLC 0.04% — 2,414 $132K
Bangor Savings Bank 0.01% Reduce -3.5% 2,412 $132K
JTC Employer Solutions Trustee Ltd 0.01% No change 2,317 $127K
SHP Wealth Management 0.01% — 2,311 $127K
Glass Jacobson Investment Advisors llc 0.04% Reduce -52.9% 2,268 $124K
Hanson & Doremus Investment Management 0.01% No change 2,238 $123K
GGM Financial LLC 0.06% Add +0.4% 2,202 $121K
Wagner Wealth Management, LLC 0.03% Add +73.0% 2,180 $119K
Barrett & Company, Inc. 0.04% No change 2,129 $117K
Strive Financial Group ,LLC 0.06% — 2,103 $115K
REAP Financial Group, LLC 0.02% Add +2610.7% 2,033 $111K
Hollencrest Capital Management 0.00% No change 2,032 $111K
Morse Asset Management, Inc 0.02% Add +6673.3% 2,032 $111K
Valor Advisors LLC 0.09% — 2,015 $110K
Topsail Wealth Management, LLC 0.02% No change 2,000 $110K
Elevation Wealth Partners, LLC 0.04% Add +0.3% 1,997 $109K
Frazier Financial Advisors, LLC 0.06% Add +190.7% 1,965 $108K
Navalign, LLC 0.03% New 1,964 $108K
Pension & Wealth Management Advisors, Inc. 0.03% No change 1,963 $108K
Cordgrass Capital Advisors, LLC 0.03% No change 1,944 $106K
Fairscale Capital, LLC 0.07% No change 1,922 $105K
Winch Advisory Services, LLC 0.02% Add +0.3% 1,920 $105K
Abound Financial, LLC 0.04% Reduce -96.4% 1,901 $104K
Hantz Financial Services, Inc. 0.00% Add +81.5% 1,853 $101K
Plante Moran Financial Advisors, LLC 0.01% No change 1,841 $101K
St Germain D J Co. Inc. 0.00% Add +88.6% 1,818 $100K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -21.6% 1,815 $99K
MeadowBrook Investment Advisors LLC 0.08% No change 1,763 $97K
Nalls Sherbakoff Group, LLC 0.07% No change 1,763 $97K
Syntax Research, Inc. 0.06% No change 1,737 $95K
Financial Perspectives, Inc 0.02% No change 1,681 $92K
Oakworth Capital, Inc. 0.01% No change 1,663 $91K
Indiana Trust & Investment Management Co 0.03% No change 1,649 $90K
Vision Retirement, LLC 0.02% — 1,642 $90K
New Republic Capital, LLC 0.02% New 1,614 $88K
Chapman Financial Group, LLC 0.06% No change 1,588 $87K
Pacifica Partners Inc. 0.04% Add +352.8% 1,562 $86K
Strategic Wealth Advisors LLC 0.07% — 1,530 $83K
CBIZ Investment Advisory Services, LLC 0.00% New 1,500 $82K
Legacy Bridge, LLC 0.03% No change 1,485 $81K
TD Capital Management LLC 0.01% Add +271.0% 1,484 $81K
Coston, McIsaac & Partners 0.02% No change 1,452 $79K
Lazard Asset Management LLC 0.00% No change 1,425 $78K
Truvestments Capital LLC 0.01% Reduce -13.2% 1,406 $77K
Consultiva Wealth Management, Corp. 0.22% Reduce -26.3% 1,400 $77K
Estate Planners Group, LLC 0.03% — 1,399 $77K
Hamilton Point Investment Advisors, LLC 0.01% New 1,393 $76K
Investment Research & Advisory Group, Inc. 0.02% Add +0.4% 481 $75K
WealthCollab, LLC 0.03% New 1,350 $74K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -34.3% 1,340 $73K
Old Second National Bank of Aurora 0.01% No change 1,338 $73K
Founders Capital Management 0.04% Add +0.1% 1,334 $73K
New Millennium Group LLC 0.03% Reduce -24.2% 1,310 $72K
CGC Financial Services, LLC 0.02% No change 1,280 $70K
Davis Capital Management 0.05% Reduce -8.3% 1,265 $69K
Bare Financial Services, Inc 0.02% No change 1,217 $67K
Investors Research Corp 0.01% No change 1,190 $65K
SYM FINANCIAL Corp 0.01% No change 1,183 $65K
Scarborough Advisors, LLC 0.01% Add +0.3% 1,155 $63K
NorthAvenue LLC 0.05% — 1,151 $63K
Mark Sheptoff Financial Planning, LLC 0.03% Add +685.6% 1,147 $63K
MPWM Advisory Solutions, LLC 0.03% Add +161.1% 1,133 $62K
Olistico Wealth, LLC 0.03% New 1,132 $62K
Perkins Coie Trust Co 0.01% No change 1,115 $61K
Park Place Capital Corp 0.01% Reduce -0.4% 1,107 $61K
Smallwood Wealth Investment Management, LLC 0.03% Add +20.8% 1,097 $60K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 1,089 $60K
Trust Co. of Vermont 0.00% Reduce -17.7% 1,086 $59K
Triumph Capital Management 0.01% New 1,068 $58K
Sittner & Nelson, LLC 0.02% Add +4.9% 1,064 $58K
Piscataqua Savings Bank 0.04% New 1,054 $58K
eCIO, Inc. 0.03% New 1,038 $57K
Evolution Wealth Management Inc. 0.05% Reduce -13.6% 1,036 $57K
Pursuit Wealth Strategies, LLC 0.08% — 1,026 $56K
Ransom Advisory, Ltd 0.02% New 1,025 $56K
Hyposwiss Advisors SA 0.05% — 1,000 $55K
Ares Financial Consulting, LLC 0.05% — 1,000 $55K
Wellington Shields & Co., LLC 0.01% No change 1,000 $55K
Bellevue Asset Management, LLC 0.02% No change 1,000 $55K
Decker Retirement Planning Inc. 0.03% Add +102.3% 979 $54K
Armor Investment Advisors, LLC 0.02% No change 978 $54K
Financial Network Wealth Advisors LLC 0.06% Add +34.3% 971 $53K
Dorato Capital Management 0.04% — 975 $53K
Roxbury Financial LLC 0.05% Add +0.4% 950 $52K
Ankerstar Wealth, LLC 0.05% — 927 $51K
RMG Wealth Management LLC 0.01% New 941 $50K
Edmond DE Rothschild Holding S.A. 0.00% No change 920 $50K
Align Financial, LLC 0.03% — 49,731 $50K
Caitlin John, LLC 0.03% Add +1.0% 905 $50K
Hoey Investments, Inc. 0.01% No change 900 $49K
BOK Financial Private Wealth, Inc. 0.00% Add +120.5% 882 $48K
Capital Investment Counsel, Inc 0.01% New 875 $48K
Archer Investment Corp 0.01% No change 852 $47K
Dagco, Inc. 0.01% No change 840 $46K
Hilton Head Capital Partners, LLC 0.03% — 818 $45K
Tidemark, LLC 0.01% Add +0.1% 815 $45K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -85.6% 808 $44K
Gladwyn Financial Advisors, Inc. 0.03% Add +0.3% 804 $44K
Legacies Wealth LLC 0.02% No change 800 $44K
Arlington Trust Co LLC 0.00% Reduce -91.2% 790 $43K
First Community Trust NA 0.03% No change 778 $43K
GPS Wealth Strategies Group, LLC 0.04% Reduce -96.6% 766 $42K
Vermillion Wealth Management, Inc. 0.02% Add +0.8% 757 $41K
Mountain Hill Investment Partners Corp. 0.03% Reduce -99.3% 750 $41K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -36.5% 750 $41K
Center for Financial Planning, Inc. 0.00% Reduce -5.0% 725 $40K
Richards, Merrill & Peterson, Inc. 0.02% New 725 $40K
Eq Wealth Advisors, LLC 0.02% New 709 $39K
West Paces Advisors Inc. 0.01% Add +15.5% 693 $38K
Pioneer Family Office, LLC 0.03% — 688 $38K
Cypress Capital Management LLC (WY) 0.04% No change 687 $38K
Providence Capital Advisors, LLC 0.01% Reduce -52.2% 686 $38K
BankPlus Trust Department 0.01% No change 683 $37K
Evelyn Partners Asset Management Ltd 0.01% No change 660 $36K
LM Advisors LLC 0.14% Reduce -94.6% 1,918 $35K
Covestor Ltd 0.02% Reduce -24.4% 643 $35K
Curio Wealth, LLC 0.01% New 625 $35K
Intesa Sanpaolo Wealth Management 0.01% — 630 $35K
Alerus Financial NA 0.00% Reduce -98.2% 629 $34K
Redwood Park Advisors LLC 0.02% Add +0.3% 625 $34K
Kohmann Bosshard Financial Services, LLC 0.00% New 615 $34K
Clearstead Trust, LLC 0.01% No change 606 $33K
Concord Wealth Partners 0.00% No change 603 $33K
MJT & Associates Financial Advisory Group, Inc. 0.02% No change 600 $33K
Wellington-Altus USA Inc. 0.02% — 600 $33K
Quest 10 Wealth Builders, Inc. 0.03% No change 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 -0.2% 554 $30K
Greykasell Wealth Strategies, Inc. 0.01% Add +0.4% 549 $30K
Goodman Advisory Group, LLC 0.01% Reduce -35.0% 548 $30K
Bernard Wealth Management Corp. 0.01% No change 545 $30K
GHP Investment Advisors, Inc. 0.00% Add +0.4% 533 $29K
Planning Project LLC 0.01% — 495 $27K
Tompkins Financial Corp. 0.00% Add +7.4% 480 $26K
Steigerwald, Gordon & Koch Inc. 0.00% No change 439 $24K
Vision Financial Markets LLC 0.02% No change 439 $24K
Obsidian Cio, LLC 0.03% Reduce -97.0% 425 $23K
MidFirst Bank 0.00% — 424 $23K
Mascoma Wealth Management LLC 0.01% No change 422 $23K
Valley National Advisers Inc. 0.00% No change 438 $23K
Eukles Asset Management 0.01% Add +30.6% 418 $23K
Access Investment Management LLC 0.01% No change 400 $22K
Matrix Private Capital Group LLC 0.01% No change 390 $21K
Atomic Invest LLC 0.01% — 379 $21K
Rakuten Securities, Inc. 0.01% Reduce -46.4% 376 $21K
Private Wealth Management Group, LLC 0.01% Reduce -6.2% 350 $19K
Pittenger & Anderson Inc. 0.00% New 350 $19K
First PREMIER Bank 0.00% No change 323 $18K
Trust Co. of Toledo NA 0.00% Add +56.0% 323 $18K
Ballast Advisors LLC 0.00% Reduce -61.5% 317 $17K
United Financial Planning Group LLC 0.01% No change 312 $17K
Financial Management Professionals, Inc. 0.00% No change 307 $17K
Rosenberg Matthew Hamilton 0.00% No change 304 $17K
Essential Investment Partners LLC 0.02% — 300 $16K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 300 $16K
Westfuller Advisors, LLC 0.01% No change 294 $16K
one8zero8, LLC 0.00% New 292 $16K
Strengthening Families & Communities, LLC 0.01% Add +0.7% 292 $16K
Raffa Wealth Management, LLC 0.00% New 291 $16K
Uniplan Investment Counsel, Inc. 0.00% New 281 $15K
Operose Advisors LLC 0.00% New 262 $14K
Strategic Investment Solutions, Inc. 0.00% No change 254 $14K
Anfield Capital Management, LLC 0.00% Reduce -90.3% 238 $13K
CDKV Holdings LLC 0.01% — 234 $13K
Kozak & Associates, Inc. 0.00% Reduce -17.4% 219 $12K
Park Square Financial Group, LLC 0.07% No change 248 $12K
Collier Financial 0.01% Reduce -99.4% 210 $12K
Maseco LLP 0.00% New 210 $12K
Your Advocates Ltd., LLP 0.00% Add +0.5% 203 $11K
City State Bank 0.00% No change 200 $11K
CNB Bank 0.00% No change 192 $11K
JNBA Financial Advisors 0.00% No change 192 $11K
Field & Main Bank 0.00% No change 190 $10K
Quent Capital, LLC 0.00% New 187 $10K
WPG Advisers, LLC 0.01% Add +0.6% 172 $9K
Ascentis Wealth Management, LLC 0.00% No change 166 $9K
Tower View Wealth Management LLC 0.00% Add +0.7% 154 $8K
Morton Brown Family Wealth, LLC 0.00% No change 154 $8K
Sunrise Financial Services, LLC 0.01% — 150 $8K
Fortis Group Advisors, LLC 0.00% No change 144 $8K
Quaker Wealth Management, LLC 0.00% Add +22.6% 141 $8K
Glassman Wealth Services 0.00% No change 141 $8K
Delta Asset Management LLC 0.00% Reduce -6.6% 141 $8K
Global Trust Asset Management, LLC 0.00% Reduce -94.9% 137 $8K
Van Den Berg Management I, Inc. 0.00% Reduce -39.0% 133 $7K
Legacy Wealth Managment, LLC 0.00% Reduce -37.9% 133 $7K
Godsey & Gibb, Inc. 0.00% Add +18.4% 129 $7K
Pin Oak Investment Advisors Inc. 0.00% No change 120 $7K
Costello Asset Management, INC 0.00% No change 127 $7K
Cherry Tree Wealth Management, LLC 0.00% No change 121 $7K
Inspire Investing, LLC 0.00% New 117 $6K
Valued Wealth Advisors LLC 0.00% New 104 $6K
Godfrey Financial Associates, Inc. 0.00% — 102 $6K
Financial Gravity Asset Management, Inc. 0.00% No change 97 $5K
Cranbrook Wealth Management, LLC 0.00% Reduce -88.9% 95 $5K
FAS Wealth Partners, Inc. 0.00% New 93 $5K
Three Bearings Fiduciary Advisors, Inc. 0.00% — 83 $4K
Bruce G. Allen Investments, LLC 0.00% New 77 $4K
Palouse Capital Management, Inc. 0.00% No change 75 $4K
Marshall & Sterling Wealth Advisors Inc. 0.00% Reduce -89.5% 75 $4K
PMV Capital Advisers, LLC 0.01% New 74 $4K
Daiwa Securities Group Inc. 0.00% No change 72 $4K
Commonwealth Retirement Investments LLC 0.00% New 73 $4K
Creative Capital Management Investments LLC 0.00% No change 73 $4K
IFS Advisors, LLC 0.00% No change 60 $3K
Citizens National Bank Trust Department 0.00% No change 60 $3K
Atwood & Palmer Inc. 0.00% No change 57 $3K
DecisionPoint Financial, LLC 0.00% Reduce -8.3% 55 $3K
Winthrop Capital Management, LLC 0.00% No change 50 $3K
Abound Wealth Management 0.00% Reduce -86.7% 45 $2K
Gilpin Wealth Management, LLC 0.00% — 44 $2K
POM Investment Strategies, LLC 0.00% Add +2.5% 41 $2K
Essential Partners LLC 0.00% New 40 $2K
Financial Consulate, Inc. 0.00% No change 27 $1K
Compass Financial Services Inc 0.00% No change 20 $1K
Centerpoint Advisors, LLC 0.00% No change 25 $1K
Redmont Wealth Advisors LLC 0.00% No change 10 $564
Hughes Financial Services, LLC 0.00% No change 10 $548
Albion Financial Group 0.00% No change 10 $548
Townsend Asset Management Corp. /NC/ 0.00% No change 7 $383
HighMark Wealth Management LLC 0.00% New 6 $328
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 10 $265
Raleigh Capital Management Inc. 0.00% No change 2 $89
Parallax Volatility Advisers, L.P. 0.00% No change 1 $55
Schonfeld Strategic Advisors LLC 0.00% Reduce -100.0% 1 $54
FWL Investment Management, LLC 0.00% Reduce -99.7% 1 $46

"% of holder's portfolio" is XLF's weight in each manager's 13F, not the share of SS Financial Select Sector the manager owns.