SS Financial Select SectorXLFETF

13F holders, Q1 2026 (March 31)
1,853holders −116
100new positions
216sold out
11famous investors
$49.28avg. 13F price*

At the end of Q1 2026, 1,853 institutions reported holding SS Financial Select Sector (XLF) in their 13F filings, down 116 from Q4 2025. 100 opened new positions and 216 sold out. The largest holders were JPMorgan Chase & Co. ($7.0B), Bank of America Corp. ($4.2B) and Morgan Stanley ($2.5B). 11 famous investors held it, including Israel Englander (0.4% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions100$597.7M
Exits216$1.3B

All 13F filers, Q4 2025 → Q1 2026: 135,964,083 shares bought and 81,313,574 shares sold, net +54,650,509 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,853 holders

JPMorgan Chase & Co. 0.48% Add +50.4% 144,985,688 $7.0B
Bank of America Corp. 0.31% Add +6.7% 85,978,579 $4.2B
Morgan Stanley 0.15% Add +21.6% 49,750,375 $2.5B
Wells Fargo & Company 0.43% Add +12.2% 43,826,096 $2.2B
Goldman Sachs Group Inc. 0.16% Add +27.6% 25,069,415 $1.2B
Envestnet Asset Management Inc. 0.32% Reduce -5.3% 24,064,773 $1.2B
LPL Financial LLC 0.26% Reduce -7.1% 20,178,033 $996.2M
UBS Group AG 0.16% Add +27.6% 18,405,640 $908.7M
Raymond James Financial Inc. 0.25% Reduce -0.7% 16,174,693 $798.5M
Royal Bank of Canada 0.12% Add +12.5% 12,663,360 $625.2M
Ameriprise Financial Inc. 0.12% Reduce -17.5% 9,352,498 $535.9M
Millennium Management 0.42% Add +162.2% 10,731,301 $529.8M
Nissay Asset Management Corp. /Japan 2.60% Add +57.4% 9,944,337 $491.0M
Truist Financial Corp. 0.65% Reduce -1.9% 9,792,228 $483.4M
Janney Montgomery Scott LLC 1.13% Add +0.9% 9,254,845 $456.9M
Focus Partners Wealth 0.46% Reduce -32.4% 8,365,717 $413.0M
WestEnd Advisors, LLC 9.25% Reduce -2.5% 7,763,625 $383.3M
Citigroup Inc. 0.21% Reduce -5.0% 6,577,797 $324.7M
Two Sigma Investments, LP 0.22% Add +836.2% 5,161,736 $254.8M
PGIM Custom Harvest LLC 3.86% Reduce -50.4% 5,005,371 $247.1M
Main Management ETF Advisors, LLC 9.01% Reduce -34.9% 4,888,847 $241.4M
FMR LLC 0.01% Reduce -0.5% 4,305,026 $212.5M
Provida Pension Fund Administrator 3.57% Add +0.8% 4,300,319 $212.3M
Susquehanna International Group, LLP 0.26% Reduce -3.5% 4,136,378 $204.2M
Caisse de depot et placement du Quebec 0.32% New 4,000,666 $197.5M
Osaic Holdings, Inc. 0.28% Reduce -24.1% 3,840,838 $189.6M
Citadel Advisors 0.13% Add +152.3% 3,653,505 $180.4M
Meitav Investment House Ltd. 1.79% Reduce -39.6% 3,302,334 $163.0M
MML Investors Services, LLC 0.45% Reduce -21.9% 3,272,285 $161.6M
Clal Insurance Enterprises Holdings Ltd 0.95% No change 3,196,000 $157.8M
Jane Street Group, LLC 0.16% Reduce -64.7% 2,927,627 $144.5M
Victory Capital Management Inc. 0.09% Add +0.9% 2,848,275 $140.6M
Menora Mivtachim Holdings LTD. 0.64% Reduce -1.2% 2,737,442 $135.1M
Renaissance Technologies 0.21% Add +105.8% 2,716,310 $134.1M
Cetera Investment Advisers 0.14% Reduce -9.8% 2,652,727 $131.0M
J.Safra Asset Management Corp 6.97% Add +46.6% 2,619,257 $129.3M
Stifel Financial Corp. 0.11% Reduce -7.4% 2,523,428 $124.6M
Natixis 0.50% Add +95942.8% 2,512,480 $124.0M
BlackRock, Inc. 0.00% Add +35.1% 2,500,752 $123.5M
Brevan Howard Capital Management LP 1.27% New 2,500,000 $123.4M
Unisphere Establishment 1.04% Add +92.3% 2,500,000 $123.4M
Bank of Nova Scotia 0.21% Add +772.0% 2,372,114 $117.1M
Phoenix Financial Ltd. 1.08% Add +74.5% 2,302,381 $113.7M
HighTower Advisors, LLC 0.12% Reduce -1.9% 2,230,439 $110.1M
Parallax Volatility Advisers, L.P. 5.82% Add +208257800.0% 2,082,579 $104.2M
Northern Trust Corp. 0.01% Reduce -4.5% 2,091,755 $103.3M
Petredis Investment Advisors LLC 8.11% Add +4.4% 2,006,476 $99.1M
Agf Management Ltd. 0.43% Reduce -6.6% 1,929,097 $95.2M
Rockefeller Capital Management L.P. 0.17% Add +1.1% 1,917,275 $94.7M
Advisory Alpha, LLC 2.57% Add +47.7% 1,907,315 $94.2M
Migdal Insurance & Financial Holdings Ltd. 0.81% Reduce -59.2% 1,893,809 $93.5M
Signature Estate & Investment Advisors LLC 1.84% Add +5.8% 1,838,083 $90.7M
Vontobel Holding Ltd. 0.31% Add +290.8% 1,826,977 $90.2M
Optiver Holding B.V. 3.40% Add +62.7% 1,825,469 $90.1M
Saudi Central Bank 1.79% No change 1,717,269 $84.8M
Main Management LLC 6.12% Reduce -16.8% 1,703,866 $84.1M
Thrivent Financial for Lutherans 0.16% Add +27.7% 1,613,260 $79.6M
Tiff Advisory Services, LLC 17.35% Reduce -45.3% 1,559,062 $77.0M
Gerber Kawasaki Wealth & Investment Management 2.34% Add +11.4% 1,486,023 $73.4M
Commonwealth Equity Services, LLC 0.10% Reduce -3.8% 1,479,662 $73.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 4.65% Reduce -11.2% 1,436,292 $70.9M
Dynasty Wealth Management, LLC 0.60% Reduce -18.7% 1,405,645 $69.4M
PNC Financial Services Group, Inc. 0.04% Add +0.6% 1,331,869 $65.8M
Quotient Wealth Partners, LLC 1.72% Add +9.9% 1,320,070 $65.2M
Healthcare of Ontario Pension Plan Trust Fund 0.10% New 1,200,000 $59.2M
State Street Corp. 0.00% Reduce -12.8% 1,194,323 $59.0M
Alps Advisors Inc. 0.27% Add +22.4% 1,180,115 $58.3M
Bank of Montreal 0.02% Add +7.2% 1,143,784 $56.5M
Capital Investment Advisors, LLC 0.82% Reduce -0.1% 1,135,914 $56.1M
Captrust Financial Advisors 0.10% Reduce -26.0% 1,119,263 $55.3M
US Bancorp \de 0.07% Reduce -10.6% 1,107,430 $54.7M
Assetmark, Inc. 0.11% Add +5.6% 1,094,006 $54.0M
Cambridge Investment Research Advisors, Inc. 0.14% Reduce -6.5% 1,092,023 $53.9M
Cibc World Market Inc. 0.09% Reduce -65.4% 1,088,922 $53.8M
Fifth Third Bancorp 0.10% Add +59.3% 1,087,508 $53.7M
Cerity Partners LLC 0.07% Reduce -1.5% 1,020,232 $50.4M
Mercer Global Advisors Inc. 0.07% Add +1.0% 1,000,721 $49.4M
HSBC Holdings PLC 0.03% Reduce -6.0% 985,948 $48.6M
Invictus Private Wealth, LLC 2.81% Add +3.8% 919,245 $45.4M
Gradient Investments LLC 0.70% Add +6.8% 915,406 $45.2M
Jones Financial Companies LLLP 0.02% Add +8.6% 940,396 $45.0M
HRT Financial LP 0.11% Add +488.3% 907,738 $44.8M
Farther Finance Advisors, LLC 0.41% Add +44.7% 884,922 $43.8M
KCM Investment Advisors LLC 1.42% Add +1.9% 860,033 $42.5M
Equitable Holdings, Inc. 0.27% Add +4.4% 764,429 $41.6M
Park Avenue Securities LLC 0.32% Reduce -5.3% 835,764 $41.3M
SG Americas Securities, LLC 0.04% Add +375.8% 805,837 $39.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +272.0% 797,861 $39.4M
Barclays PLC 0.01% Add +56.7% 775,585 $38.3M
Yelin Lapidot Holdings Management Ltd. 7.87% No change 765,764 $37.8M
Private Advisor Group, LLC 0.17% Reduce -14.1% 750,222 $37.0M
Maven Securities LTD 2.14% Add +5.6% 740,170 $36.5M
Krilogy Financial LLC 1.16% Add +16.6% 692,599 $36.0M
Corient Private Wealth LP 0.05% Add +44.4% 794,754 $35.2M
BNP Paribas Financial Markets 0.02% Reduce -47.3% 681,356 $33.6M
Janus Henderson Group PLC 0.02% Add +43.0% 677,070 $33.4M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 4.21% No change 673,600 $33.3M
Affinity Wealth Management LLC 5.00% Add +0.9% 669,642 $33.1M
Evolution Wealth Advisors, LLC 3.35% Add +15.2% 666,678 $32.9M
Graham Capital Management, L.P. 1.47% New 659,300 $32.5M
Composition Wealth, LLC 0.44% Add +6.9% 641,375 $31.7M
Flaharty Asset Management, LLC 3.93% Add +1.6% 640,913 $31.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.19% Reduce -38.1% 640,294 $31.6M
Bellwether Advisors, LLC 5.35% Add +2112.1% 639,543 $31.6M
Concurrent Investment Advisors, LLC 0.32% Add +1.5% 598,487 $29.5M
Swan Global Investments, LLC 1.51% Reduce -23.0% 571,025 $28.2M
J. Goldman & Co LP 1.28% Add +257.9% 561,907 $27.7M
Peapack Gladstone Financial Corp. 0.35% Reduce -0.8% 555,269 $27.4M
Integrated Wealth Concepts LLC 0.22% Add +54.8% 555,118 $27.4M
Blair William & Co. 0.08% Reduce -14.6% 546,632 $27.0M
Money Concepts Capital Corp. 1.49% Add +5460.0% 546,602 $27.0M
Spinnaker Trust 1.49% Add +1.4% 544,998 $26.9M
IMZ Advisory Inc 10.13% Add +2.4% 542,839 $26.8M
Creative Planning 0.02% Add +1.8% 527,397 $26.0M
Lighthouse Financial Services Inc. 5.84% Add +1.3% 500,018 $25.9M
Mariner, LLC 0.03% Add +1.7% 515,335 $25.4M
Greenwood Gearhart LLC 1.36% Add +10.0% 509,542 $25.2M
Cwm, LLC 0.07% Add +36.6% 508,753 $25.1M
&partners 0.12% Add +21.0% 502,987 $24.8M
Kestra Advisory Services, LLC 0.09% Add +24.8% 497,998 $24.6M
NewEdge Advisors, LLC 0.09% Reduce -19.7% 492,279 $24.3M
Sanctuary Advisors, LLC 0.13% Add +2.6% 482,373 $23.8M
Spire Wealth Management 0.81% Reduce -11.1% 482,086 $23.8M
Bar Harbor Wealth Management 1.38% Add +7.2% 478,395 $23.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 4.60% Reduce -12.4% 470,998 $23.3M
DAVENPORT & Co LLC 0.13% Add +9.4% 467,398 $23.1M
Dakota Wealth Management 0.48% Reduce -40.5% 449,867 $22.2M
Asset Advisors Investment Management, LLC 2.06% Reduce -1.1% 438,149 $21.6M
Lakeshore Financial Planning, Inc. 7.73% Add +0.7% 431,723 $21.3M
Wharton Business Group, LLC 0.80% Reduce -0.8% 429,947 $21.2M
WCG Wealth Advisors LLC 0.59% Reduce -19.6% 427,308 $21.1M
Tudor Investment Corporation 0.11% Reduce -5.6% 424,166 $20.9M
Trek Financial, LLC 1.08% Reduce -43.4% 412,742 $20.4M
Citizens Financial Group Inc. 0.28% Reduce -0.6% 411,086 $20.3M
Hudson Bay Capital Management LP 0.14% Reduce -50.2% 410,770 $20.3M
Jain Global LLC 0.28% New 410,101 $20.2M
Karpus Management, Inc. 0.63% Add +1.5% 405,787 $20.0M
Capital Advantage, Inc. 2.62% Reduce -2.5% 405,507 $20.0M
Prudent Investors Network, Inc. 4.36% Reduce -18.9% 405,309 $20.0M
Clarity Financial LLC 2.16% Reduce -13.3% 402,258 $19.9M
Kingsview Wealth Management, LLC 0.27% Add +300.6% 401,596 $19.8M
Rezny Wealth Management, Inc. 4.44% Add +13.2% 390,550 $19.3M
EP Wealth Advisors, LLC 0.09% Reduce -3.4% 365,625 $18.1M
Verition Fund Management LLC 0.18% Reduce -1.6% 363,518 $17.9M
Keystone Global Partners, LLC 7.98% Add +10.0% 361,575 $17.9M
Quantinno Capital Management LP 0.03% Reduce -4.6% 359,554 $17.8M
Simplex Trading, LLC 0.54% Add +834.2% 355,726 $17.6M
Pathstone Holdings, LLC 0.07% Reduce -8.3% 353,373 $17.4M
Armstrong Advisory Group, Inc. 1.16% Reduce -58.4% 350,148 $17.3M
O'shaughnessy Asset Management, LLC 0.09% Add +111.9% 349,122 $17.2M
Banco Santander, S.A. 0.14% Add +133.2% 348,933 $17.2M
Ayalon Insurance Comp Ltd. 3.48% Add +17.5% 344,872 $17.0M
Vickerman Investment Advisors, Inc. 3.55% Reduce -0.3% 342,356 $16.9M
IHT Wealth Management, LLC 0.39% Reduce -12.1% 337,852 $16.7M
Stillwater Capital Advisors, LLC 1.90% Reduce -0.2% 337,160 $16.6M
Merit Financial Group, LLC 0.12% Add +12.7% 336,549 $16.6M
HighPoint Advisor Group LLC 0.69% Add +3.7% 334,503 $16.5M
Marshall Wace, LLP 0.02% Add +186.9% 332,500 $16.4M
Horizon Investments, LLC 0.18% Add +81.8% 321,962 $15.9M
Steward Partners Investment Advisory, LLC 0.08% Reduce -0.2% 318,493 $15.7M
WBH Advisory Inc. 1.18% Reduce -10.9% 317,870 $15.7M
Carnegie Investment Counsel 0.30% Reduce -0.5% 306,654 $15.1M
Focused Wealth Management, Inc 1.58% Reduce -36.5% 305,814 $15.1M
Vestmark Advisory Solutions, Inc. 0.17% Add +85.1% 304,894 $15.1M
Simon Quick Advisors, LLC 0.68% Add +8.9% 302,017 $14.9M
Baird Financial Group, Inc. 0.02% Reduce -26.1% 301,446 $14.9M
Old National Bancorp 0.25% Reduce -6.0% 296,271 $14.6M
Tocqueville Asset Management L.P. 0.22% Reduce -13.9% 293,843 $14.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.40% Reduce -51.3% 293,372 $14.5M
SummitTX Capital, L.P. 0.46% New 292,257 $14.4M
Lido Advisors, LLC 0.06% Reduce -11.9% 290,350 $14.3M
Elevation Point Wealth Partners, LLC 0.34% Add +379.4% 286,055 $14.1M
Meiji Yasuda Life Insurance Co 0.48% New 283,649 $14.0M
Scotia Capital Inc. 0.06% Reduce -17.1% 282,597 $14.0M
Aspiriant, LLC 0.40% Reduce -0.3% 281,444 $13.9M
Salomon & Ludwin, LLC 1.24% Add +3.1% 282,115 $13.9M
Galvin, Gaustad & Stein, LLC 1.13% Add +1365.3% 280,937 $13.9M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -16.2% 327,673 $13.7M
AAFMAA Wealth Management & Trust LLC 5.28% Add +144.9% 275,674 $13.6M
Frisch Financial Group, Inc. 2.84% Add +1.0% 275,253 $13.6M
Forbes J M & Co. LLP 1.12% No change 268,854 $13.3M
MAI Capital Management 0.08% Reduce -13.7% 267,971 $13.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.39% Reduce -55.1% 266,154 $13.1M
CoreCap Advisors, LLC 0.44% Add +18.2% 261,978 $12.9M
AQR Capital Management 0.01% Reduce -26.7% 261,167 $12.9M
Bank Hapoalim BM 2.11% Reduce -7.8% 261,147 $12.9M
Lebenthal Global Advisors, LLC 1.86% New 259,703 $12.8M
Adams Diversified Equity Fund, Inc. 0.44% New 255,200 $12.6M
Chesley Taft & Associates LLC 0.52% Reduce -0.4% 253,435 $12.5M
Tamar Securities, LLC 1.34% Add +10.3% 252,958 $12.5M
GTS Securities LLC 0.44% Add +6.9% 252,440 $12.5M
Systematic Alpha Investments, LLC 0.43% No change 248,410 $12.3M
Private Wealth Advisors, LLC 3.44% Add +73.6% 247,965 $12.2M
First Interstate Bank 0.69% Add +0.1% 247,689 $12.2M
Joel Isaacson & Co., LLC 0.40% Add +3.0% 243,715 $12.0M
Atria Investments, Inc 0.13% Reduce -7.0% 241,539 $11.9M
Oppenheimer Asset Management Inc. 0.13% Reduce -6.3% 238,493 $11.8M
Itau Unibanco Holding S.A. 0.28% Reduce -66.1% 237,926 $11.7M
Foundations Investment Advisors, LLC 0.14% Add +733.2% 231,349 $11.4M
NorthRock Partners, LLC 0.18% Add +0.4% 230,873 $11.4M
Sequoia Financial Advisors, LLC 0.06% Reduce -9.0% 230,677 $11.4M
Flagship Harbor Advisors, LLC 0.50% Reduce -3.8% 228,762 $11.3M
Prosperity Consulting Group, LLC 0.50% Reduce -5.6% 227,474 $11.2M
Robertson Stephens Wealth Management, LLC 0.31% Reduce -36.2% 227,071 $11.2M
Means Investment Co., Inc. 0.97% Add +4.9% 226,097 $11.2M
Toth Financial Advisory Corp. 1.22% Reduce -1.5% 224,603 $11.1M
AlphaCore Capital LLC 0.26% Reduce -2.9% 221,545 $10.9M
State of Tennessee, Department of Treasury 0.04% New 220,076 $10.9M
MMBG Investment Advisors Co. 0.99% Add +18.6% 218,768 $10.8M
New Vernon Investment Management LLC 11.42% New 217,879 $10.8M
Compass Wealth Management, LLC 4.59% Add +9.8% 217,843 $10.8M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -9.6% 213,490 $10.5M
Busey Bank 0.29% Reduce -1.9% 213,017 $10.5M
AMG National Trust Bank 0.23% Add +36.7% 211,038 $10.4M
Coastal Bridge Advisors, LLC 0.73% Add +9.4% 209,670 $10.4M
Walleye Capital LLC 0.07% Add +136.2% 208,853 $10.3M
Quantitative Investment Management, LLC 1.07% Reduce -82.8% 208,247 $10.3M
Kingswood Wealth Advisors, LLC 0.49% Add +12.9% 208,061 $10.3M
Fifth Third Securities, Inc. 0.66% Reduce -35.4% 207,702 $10.3M
Prospera Financial Services Inc 0.17% Reduce -25.2% 207,297 $10.2M
Mgo One Seven LLC 0.20% Reduce -6.6% 200,269 $9.9M
Yarbrough Capital, LLC 0.35% No change 200,000 $9.9M
Cresset Asset Management, LLC 0.04% Reduce -1.3% 197,594 $9.8M
Credit Agricole S A 0.03% Add +1945.2% 196,935 $9.7M
Flow Traders U.S. LLC 0.31% Add +1835.3% 196,666 $9.7M
Premier Path Wealth Partners, LLC 1.26% Reduce -18.3% 196,097 $9.7M
Orange Investment Advisors, Inc. 1.25% Reduce -2.5% 196,096 $9.7M
Crescent Grove Advisors, LLC 0.94% Add +3.6% 191,970 $9.5M
Everest Financial Group LLC 1.56% Add +23.7% 191,681 $9.5M
Independent Advisor Alliance 0.10% Add +918.4% 190,505 $9.4M
Snowden Capital Advisors LLC 0.25% Reduce -6.8% 190,160 $9.4M
Vaughan David Investments LLC 0.20% Reduce -1.8% 189,641 $9.4M
NTV Asset Management LLC 1.03% Reduce -2.9% 189,547 $9.4M
Tritonpoint Wealth, LLC 1.00% Reduce -1.2% 189,103 $9.3M
Bayview Asset Management, LLC 7.71% Add +446.8% 187,000 $9.2M
Jmac Enterprises LLC 1.76% Add +2.4% 186,371 $9.2M
Southern Capital Services Inc. 5.89% Add +6.4% 185,520 $9.2M
Oppenheimer & Co. Inc. 0.11% Reduce -2.5% 184,465 $9.1M
Atlas Capital Advisors Inc. 1.04% Reduce -5.8% 184,456 $9.1M
Arkadios Wealth Advisors 0.15% Reduce -16.9% 183,032 $9.0M
SteelPeak Wealth, LLC 0.28% Add +135.6% 182,342 $9.0M
Tiaa-Cref Individual & Institutional Services, LLC 0.03% — 177,221 $8.7M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -26.6% 176,825 $8.7M
Foronjy Financial LLC 3.59% Add +9.2% 175,055 $8.6M
WASHINGTON TRUST Co 0.29% Add +41.4% 174,848 $8.6M
McKinley Carter Wealth Services, Inc. 0.50% Reduce -49.3% 173,697 $8.6M
IMC-Chicago, LLC 0.13% New 173,206 $8.6M
Essex LLC 1.50% Add +0.3% 172,522 $8.5M
Washington Growth Strategies LLC 5.56% Reduce -3.7% 172,419 $8.5M
Founders Financial Securities LLC 0.48% Reduce -39.5% 165,774 $8.5M
Zuckerman Investment Group, LLC 0.79% Reduce -0.3% 169,125 $8.3M
SageGuard Financial Group, LLC 1.29% Reduce -4.2% 168,241 $8.3M
McCollum Christoferson Group LLC 2.49% Add +129.4% 179,753 $8.3M
Western Wealth Management, LLC 0.31% Add +19.3% 167,271 $8.3M
Walleye Trading LLC 0.17% Reduce -69.3% 166,087 $8.2M
Harbour Investments, Inc. 0.13% Add +11.6% 166,029 $8.2M
Gladstone Institutional Advisory LLC 0.30% Add +27.5% 165,786 $8.2M
Independent Financial Group, LLC 0.18% Reduce -7.7% 163,981 $8.1M
Act Wealth Management, LLC 2.72% Add +1.8% 163,942 $8.1M
Gotham Asset Management 0.02% Add +5.6% 161,036 $8.0M
Beacon Pointe Advisors, LLC 0.04% Add +89.5% 157,479 $7.8M
Sierra Capital LLC 0.84% Add +0.0% 156,745 $7.7M
Novare Capital Management LLC 0.61% Reduce -1.6% 155,448 $7.7M
McAlister, Sweet & Associates, Inc. 4.76% New 154,767 $7.6M
Venture Visionary Partners LLC 0.25% Reduce -0.1% 154,501 $7.6M
Sharper & Granite LLC 2.60% Add +18.6% 153,941 $7.6M
GAMCO Investors 0.07% Reduce -0.2% 153,775 $7.6M
Advisory Services Network, LLC 0.10% Add +1.9% 152,218 $7.5M
Benchmark Financial Wealth Advisors, LLC 2.08% Reduce -0.3% 151,983 $7.5M
United Asset Strategies, Inc. 0.59% Reduce -16.1% 151,333 $7.5M
Waverly Advisors, LLC 0.06% Reduce -19.4% 151,211 $7.5M
TD Waterhouse Canada Inc. 0.02% Reduce -1.8% 149,315 $7.4M
Impact Partnership Wealth, LLC 0.91% Add +2765.9% 148,483 $7.3M
Sigma Planning Corp 0.20% Reduce -22.6% 147,503 $7.3M
Kestra Private Wealth Services, LLC 0.09% Add +1.7% 147,464 $7.3M
5th Street Advisors, LLC 3.11% Add +4.2% 145,332 $7.2M
J.W. Cole Advisors, Inc. 0.24% Reduce -4.3% 145,041 $7.2M
World Investment Advisors 0.11% Reduce -4.3% 144,304 $7.1M
Innealta Capital, LLC 4.42% Reduce -50.5% 144,113 $7.1M
Commerce Bank 0.03% Add +36.2% 143,951 $7.1M
Jefferies Financial Group Inc. 0.09% Reduce -3.3% 143,391 $7.1M
Royal Fund Management, LLC 0.67% Reduce -34.2% 142,339 $7.0M
Apollon Financial, LLC 0.97% Add +19.6% 142,162 $7.0M
Bonfire Financial 5.26% Reduce -1.6% 141,526 $7.0M
Stevens Capital Management LP 1.05% Add +765.6% 138,500 $6.8M
Matthew Goff Investment Advisor, LLC 1.14% Add +3.7% 138,195 $6.8M
Foguth Wealth Management, LLC. 0.79% Reduce -9.7% 131,920 $6.8M
Summit Financial, LLC 0.09% Add +8.1% 136,589 $6.7M
Navigation Group, LLC 1.51% — 130,297 $6.4M
Bailard, Inc. 0.15% Reduce -2.6% 130,018 $6.4M
Ferguson Wellman Capital Management, Inc. 0.09% Add +4.6% 129,806 $6.4M
GeoWealth Management, LLC 0.23% Reduce -4.2% 128,456 $6.3M
Kovack Advisors, Inc. 0.34% Reduce -2.0% 128,105 $6.3M
Mutual Advisors, LLC 0.14% Reduce -23.8% 127,916 $6.3M
Game Plan Financial Advisors, LLC 2.93% Add +1.6% 127,241 $6.3M
RFG Advisory, LLC 0.11% Reduce -1.2% 126,063 $6.2M
Institute for Wealth Management, LLC. 0.67% Add +16.8% 126,022 $6.2M
TCV Trust & Wealth Management, Inc. 0.52% Reduce -0.3% 125,316 $6.2M
3EDGE Asset Management, LP 0.30% Add +22.6% 127,594 $6.2M
Aventus Investment Advisors, Inc. 5.21% Add +2.9% 124,703 $6.2M
Granite Harbor Advisors, Inc. 2.68% Reduce -2.8% 124,387 $6.1M
Stephens Inc. 0.08% Add +7.0% 123,676 $6.1M
Leuthold Group, LLC 0.65% Reduce -26.3% 123,612 $6.1M
First Trust Advisors LP 0.00% Reduce -14.5% 123,604 $6.1M
Stockman Wealth Management, Inc. 0.67% Add +5.0% 123,342 $6.1M
Dorsey & Whitney Trust CO LLC 0.33% Reduce -2.3% 122,685 $6.1M
Ashton Thomas Private Wealth, LLC 0.14% Reduce -13.5% 122,304 $6.0M
Gateway Wealth Partners, LLC 0.23% Add +429.2% 121,961 $6.0M
National Bank of Canada 0.01% Reduce -86.1% 121,009 $6.0M
D.A. Davidson & Co. 0.04% Reduce -3.4% 120,887 $6.0M
Qube Research & Technologies Ltd 0.01% Reduce -95.5% 120,235 $5.9M
Ellis Investment Partners, LLC 1.03% Add +22.8% 120,159 $5.9M
Cooksen Wealth, LLC 4.25% Add +10.5% 118,665 $5.9M
Advisory Resource Group 0.99% Add +3.8% 117,110 $5.8M
Regal Investment Advisors LLC 0.33% Reduce -6.3% 116,941 $5.8M
Howe & Rusling Inc. 0.38% Add +54.7% 116,450 $5.7M
Atlantic Union Bankshares Corp 0.11% Reduce -1.1% 116,360 $5.7M
Prestige Wealth Management Group LLC 1.13% Reduce -54.5% 116,291 $5.7M
HB Wealth Management, LLC 0.04% Reduce -2.3% 115,533 $5.7M
Ausdal Financial Partners, Inc. 0.25% Add +1.2% 114,862 $5.7M
Bessemer Group Inc. 0.01% Add +5.1% 114,595 $5.7M
Bank of New York Mellon Corp 0.00% Add +4.2% 114,387 $5.6M
Channel Wealth LLC 1.36% Reduce -16.5% 113,987 $5.6M
Laurel Wealth Advisors LLC 0.56% Add +0.6% 109,643 $5.6M
Stratos Wealth Partners, LTD. 0.06% Reduce -8.0% 113,279 $5.6M
Trilogy Capital Inc. 0.25% Reduce -78.2% 113,217 $5.6M
Fairvoy Private Wealth, LLC 1.33% Add +129.3% 113,114 $5.6M
First Merchants Corp. 0.21% Add +6.7% 113,044 $5.6M
Credit Industriel Et Commercial 0.98% Add +274.1% 113,035 $5.6M
Burns J W & Co. Inc. 0.63% Reduce -2.5% 111,128 $5.5M
U.S. Capital Wealth Advisors, LLC 0.14% Add +8.9% 110,971 $5.5M
Fisher Asset Management 0.00% Add +0.0% 110,747 $5.5M
Chemung Canal Trust Co. 1.10% Reduce -0.8% 109,707 $5.4M
Keystone Financial Group 0.37% Add +3.9% 108,175 $5.4M
WT Wealth Management 1.59% Reduce -6.4% 108,454 $5.4M
Zullo Investment Group, Inc. 2.01% Add +1.6% 107,144 $5.3M
LightSquare Wealth Management, LLC 3.96% — 107,089 $5.3M
Mechanics Bank Trust Department 0.73% Reduce -2.5% 106,550 $5.3M
Independence Wealth Advisors, LLC 2.78% Add +22.8% 105,528 $5.2M
Sowell Financial Services LLC 0.19% Reduce -24.4% 105,124 $5.2M
United Capital Financial Advisors, LLC 0.03% Add +0.6% 104,700 $5.2M
Massachusetts Wealth Management 2.23% Add +0.3% 104,374 $5.2M
Venturi Wealth Management, LLC 0.23% Reduce -26.3% 103,988 $5.1M
Sandbox Financial Partners, LLC 1.44% Add +6.8% 103,928 $5.1M
OneDigital Investment Advisors LLC 0.05% Reduce -13.7% 103,605 $5.1M
Simmons Bank 0.34% Reduce -1.9% 103,150 $5.1M
Nelson Capital Management, LLC 0.62% Add +10.6% 102,826 $5.1M
Brown Advisory Inc. 0.01% Reduce -3.4% 102,792 $5.1M
Archford Capital Strategies, LLC 0.58% Reduce -38.7% 102,654 $5.1M
Allspring Global Investments Holdings, LLC 0.01% Add +13.4% 101,201 $5.0M
CENTRAL TRUST Co 0.10% Reduce -1.3% 100,508 $5.0M
Clarus Wealth Advisors 2.11% Add +26.3% 99,355 $5.0M
Benjamin Edwards Inc. 0.05% Reduce -43.8% 100,138 $4.9M
Martin & Co. Inc. 0.84% Add +2.7% 100,012 $4.9M
Intrua Financial, LLC 0.53% Reduce -25.1% 99,839 $4.9M
Midwest Trust Co 0.06% Reduce -0.6% 99,089 $4.9M
Measured Wealth Private Client Group, LLC 1.33% Reduce -9.5% 98,780 $4.9M
Integrated Advisors Network LLC 0.26% Reduce -18.8% 98,711 $4.9M
Lumbard & Kellner, LLC 1.69% New 98,684 $4.9M
Clearstead Advisors, LLC 0.04% Add +15.8% 96,971 $4.8M
Miramontes Capital, LLC 1.66% Add +2.9% 96,920 $4.8M
Fourth Dimension Wealth, LLC 1.81% Add +2.6% 96,779 $4.8M
Cullen/Frost Bankers, Inc. 0.05% Add +15.7% 96,653 $4.8M
FIL Ltd 0.00% Add +8.3% 96,581 $4.8M
Pallas Capital Advisors LLC 0.18% Reduce -9.5% 96,163 $4.7M
Level Four Advisory Services, LLC 0.15% Reduce -1.9% 95,576 $4.7M
Comprehensive Wealth Management, LLC 2.38% Add +9.8% 95,439 $4.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.63% Add +0.2% 94,989 $4.7M
Morton Community Bank 1.01% Add +0.9% 93,750 $4.6M
PeakShares LLC 4.24% Add +3.4% 93,664 $4.6M
Horizon Financial Services, LLC 2.04% Add +49.9% 93,416 $4.6M
Capstone Wealth Management Group LLC 2.83% Reduce -5.0% 93,079 $4.6M
CIBC Bancorp USA Inc. 0.01% — 92,317 $4.6M
Capital Wealth Planning, LLC 0.03% Add +6.8% 92,118 $4.5M
Stratos Wealth Advisors, LLC 0.28% Reduce -4.5% 91,684 $4.5M
Creative Financial Designs Inc. 0.27% Add +1.8% 91,083 $4.5M
Perigon Wealth Management, LLC 0.08% Reduce 0.0% 90,487 $4.5M
City Holding Co. 0.56% Add +7.6% 90,318 $4.5M
Allworth Financial LP 0.02% Reduce -3.7% 90,296 $4.5M
Focus Financial Network, Inc. 0.16% Reduce -7.4% 90,229 $4.5M
Arch Global Advisors, LLC 2.32% — 90,111 $4.4M
Ironwood Wealth Management, Inc. 1.93% Add +0.5% 84,090 $4.3M
M&T Bank Corp 0.01% Reduce -0.8% 85,283 $4.2M
Cary Street Partners Investment Advisory LLC 1.05% Add +3.9% 83,465 $4.1M
Principal Securities, Inc. 0.06% Reduce -15.0% 82,643 $4.1M
Ticino Wealth 1.42% Reduce -4.0% 73,841 $4.1M
FOCUS Wealth Advisors, LLC 1.99% Reduce -4.7% 82,453 $4.1M
Acima Private Wealth, LLC 1.27% No change 82,253 $4.1M
Joseph P. Lucia & Associates, LLC 1.45% Add +0.3% 82,015 $4.0M
New York Life Investment Management LLC 0.03% Add +23.4% 81,904 $4.0M
Westside Investment Management, Inc. 0.62% Add +3.3% 81,299 $4.0M
Great Valley Advisor Group, Inc. 0.07% Add +3.7% 81,226 $4.0M
111 Capital 0.98% New 80,543 $4.0M
Concentric Capital Strategies, LP 0.35% New 80,264 $4.0M
Abbot Financial Management, Inc. 1.66% Add +1.4% 79,302 $3.9M
First Financial Bank - Trust Division 0.31% Add +6.0% 78,368 $3.9M
Modus Advisors, LLC 1.06% Add +42.7% 78,325 $3.9M
Teamwork Financial Advisors, LLC 0.43% Add +18.4% 78,021 $3.9M
Fiduciary Trust Co 0.05% Reduce -3.5% 77,336 $3.8M
Farmers & Merchants Trust Co of Chambersburg PA 1.03% Reduce -2.5% 76,954 $3.8M
Retirement Planning Group, LLC / NY 2.44% Reduce -0.9% 76,680 $3.8M
North Star Investment Management Corp. 0.23% Reduce -56.5% 76,482 $3.8M
Markin Asset Management, LP 4.13% Add +16.6% 76,121 $3.8M
Centennial Bank 1.34% Add +31.5% 75,608 $3.7M
Asset Allocation Strategies LLC 0.66% Reduce -4.3% 75,087 $3.7M
Waldron Private Wealth LLC 0.14% Add +326.7% 75,078 $3.7M
Wealthedge Investment Advisors, LLC 1.35% Add +21.1% 74,506 $3.7M
Warner Financial, Inc. 1.26% Reduce -1.5% 74,393 $3.7M
Transamerica Financial Advisors, LLC 0.31% Reduce -40.8% 74,354 $3.7M
Belpointe Asset Management LLC 0.13% Add +4.0% 74,325 $3.7M
Valeo Financial Advisors, LLC 0.09% Reduce -1.8% 82,139 $3.6M
Advisor Resource Council 1.44% Reduce -1.9% 73,543 $3.6M
Patton Albertson Miller Group, LLC 0.43% No change 73,519 $3.6M
Capital Fund Management S.A. 0.03% Reduce -90.0% 72,730 $3.6M
Vivid Wealth Management, LLC 1.45% Add +1.1% 72,540 $3.6M
Federation des caisses Desjardins du Quebec 0.01% Reduce -51.1% 71,532 $3.5M
Evercore Wealth Management, LLC 0.06% Reduce -2.3% 71,496 $3.5M
Bedell Frazier Investment Counselling, LLC 0.71% Add +0.5% 71,250 $3.5M
Trust Co 0.33% Reduce -3.9% 71,213 $3.5M
Pine Valley Investments Ltd Liability Co 0.17% Add +7.9% 71,196 $3.5M
Madison Park Capital Advisors, LLC 2.75% Reduce -5.4% 70,928 $3.5M
Aster Capital Management (DIFC) Ltd 1.13% New 69,424 $3.5M
Rockland Trust Co. 0.14% Reduce -2.5% 69,734 $3.4M
Simplicity Wealth,LLC 0.19% Add +7.5% 69,506 $3.4M
Polymer Capital Management (HK) LTD 0.48% Add +2.7% 69,295 $3.4M
Orion Porfolio Solutions, LLC 0.03% Reduce -43.1% 69,216 $3.4M
Colton Groome Financial Advisors, LLC 0.97% Reduce -2.9% 68,901 $3.4M
New Wave Wealth Advisors LLC 1.19% Reduce -28.0% 68,809 $3.4M
Paragon Financial Partners, Inc. 1.93% Add +1.5% 65,593 $3.4M
Brandywine Oak Private Wealth LLC 0.28% Reduce -3.0% 68,435 $3.4M
Activest Wealth Management 0.59% Reduce -11.2% 68,359 $3.4M
Ledyard National Bank 0.29% Reduce -6.8% 68,315 $3.4M
Larson Financial Group LLC 0.11% Add +19.4% 68,152 $3.4M
Axxcess Wealth Management, LLC 0.11% Reduce -39.6% 67,999 $3.4M
Centric Wealth Management 0.67% Reduce -18.1% 64,836 $3.3M
Banque Pictet & Cie SA 0.04% Reduce -4.7% 67,342 $3.3M
Addison Capital Co 0.59% New 67,119 $3.3M
Choreo, LLC 0.04% Reduce -0.1% 66,559 $3.3M
Fagan Associates, Inc. 0.46% Reduce -1.9% 66,464 $3.3M
Transcend Capital Advisors, LLC 0.26% Reduce -7.4% 66,393 $3.3M
DV Trading LLC 0.30% New 65,818 $3.2M
Narus Financial Partners, LLC 0.85% Add +1.3% 65,795 $3.2M
RDA Financial Network 0.81% Reduce -5.3% 65,419 $3.2M
10Elms LLP 2.22% Add +30.2% 65,476 $3.2M
TCTC Holdings, LLC 0.09% No change 64,754 $3.2M
OpenArc Corporate Advisory, LLC 0.05% Add +4.9% 64,732 $3.2M
Glenmede Trust Co. NA 0.02% Reduce -5.9% 64,456 $3.2M
Mission Wealth Management, LP 0.07% Add +11.1% 64,393 $3.2M
Herbst Group, LLC 1.95% Reduce -17.4% 63,879 $3.2M
Insigneo Advisory Services, LLC 0.22% Reduce -3.6% 63,762 $3.1M
Waterloo Capital, L.P. 0.22% Reduce -73.3% 63,450 $3.1M
Kennicott Capital Management LLC 1.71% Reduce -24.7% 63,282 $3.1M
Centaurus Financial, Inc. 0.15% Reduce -51.8% 63,041 $3.1M
Chesapeake Wealth Management 0.95% Reduce -5.9% 62,843 $3.1M
Prime Capital Investment Advisors, LLC 0.04% Add +8.0% 62,675 $3.1M
MontVue Capital Management, Inc. 2.11% Add +2.5% 62,628 $3.1M
Cary Street Partners Financial LLC 0.08% Reduce -7.7% 62,582 $3.1M
ARS Investment Partners, LLC 0.16% Reduce -1.2% 62,531 $3.1M
Cornerstone Wealth Management, LLC 0.15% Reduce -9.8% 62,152 $3.1M
Wealthspire Advisors, LLC 0.02% Reduce -1.0% 61,733 $3.0M
Corsicana & Co. 1.93% Add +2.3% 61,034 $3.0M
Butensky & Cohen Financial Security, Inc. 0.80% Add +2.9% 61,546 $3.0M
Geneos Wealth Management Inc. 0.07% Reduce -52.8% 61,052 $3.0M
BigSur Wealth Management LLC 0.85% Reduce -13.8% 61,020 $3.0M
Bfsg, LLC 0.28% Reduce -2.0% 60,854 $3.0M
Visionary Wealth Advisors 0.13% Reduce -7.4% 60,590 $3.0M
Absolute Capital Management, LLC 0.98% Reduce -0.2% 59,900 $3.0M
Hilltop Holdings Inc. 0.27% Reduce -46.2% 59,841 $3.0M
CreativeOne Wealth, LLC 0.07% Reduce -18.9% 59,703 $2.9M
PFG Advisors 0.14% Add +10.2% 59,603 $2.9M
Capital Investment Counsel, LLC 0.40% Add +11.2% 58,936 $2.9M
Wedbush Securities Inc. 0.08% Reduce -1.6% 58,438 $2.9M
Onyx Bridge Wealth Group LLC 0.31% Reduce -11.9% 58,408 $2.9M
Laraway Financial Advisors Inc 2.02% Reduce -3.6% 58,281 $2.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.35% Reduce -1.6% 57,932 $2.9M
Orca Investment Management, LLC 2.42% Reduce -0.7% 57,746 $2.9M
Pinnacle Financial Partners, Inc. 0.02% Add +7.2% 57,696 $2.8M
Moneco Advisors, LLC 0.22% Add +67.8% 57,621 $2.8M
Dynamic Advisor Solutions LLC 0.09% Add +5.0% 57,617 $2.8M
Centiva Capital, LP 0.13% New 57,524 $2.8M
Invst, LLC 0.32% Reduce -22.1% 56,644 $2.8M
Caprock Group, LLC 0.07% Reduce -0.2% 56,527 $2.8M
WP Advisors, LLC 0.72% Reduce -2.5% 56,488 $2.8M
Peddock Capital Advisors, LLC 0.61% Add +0.5% 56,252 $2.8M
Financiere des Professionnels - Fonds d'investissement inc. 0.16% Reduce -21.1% 56,100 $2.8M
Ethos Financial Group, LLC 0.20% Add +9.3% 55,891 $2.8M
M3 Advisory Group, LLC 1.70% Reduce -1.1% 55,856 $2.8M
NewEdge Wealth, LLC 0.03% Add +15.6% 55,805 $2.8M
Diversify Wealth Management, LLC 0.05% Add +229.7% 52,988 $2.8M
Greenwich Wealth Management LLC 0.11% Reduce -10.0% 55,717 $2.8M
Keybank National Association 0.01% Reduce -2.1% 55,464 $2.7M
Brighton Jones LLC 0.06% New 55,448 $2.7M
Constitution Capital LLC 1.36% Reduce -3.8% 55,061 $2.7M
Pinnacle Associates Ltd. 0.03% Add +1.6% 55,051 $2.7M
Bay Rivers Group 1.13% Add +3.9% 54,958 $2.7M
Hillcrest Wealth Advisors - NY, LLC 1.10% Add +576.3% 54,945 $2.7M
Corrado Advisors, LLC 1.41% Reduce -10.9% 54,733 $2.7M
ExodusPoint Capital Management, LP 0.03% New 54,459 $2.7M
Dynamic Wealth Strategies, LLC 1.55% Add +20.5% 54,287 $2.7M
Bradley Foster & Sargent Inc. 0.04% Reduce -0.1% 54,239 $2.7M
Signal Advisors Wealth, LLC 0.18% Reduce -8.6% 54,206 $2.7M
Appalachian Capital Management Ltd 2.13% Reduce -1.9% 53,956 $2.7M
Capital Advisors, Ltd. LLC 0.30% Add +2.0% 53,609 $2.6M
Fiduciary Group, LLC 0.23% Add +5.0% 53,488 $2.6M
RPg Family Wealth Advisory, LLC 0.55% Reduce -1.3% 53,245 $2.6M
CMG Global Holdings, LLC 1.25% Add +12.5% 53,000 $2.6M
Harrell Investment Partners, LLC 0.62% Reduce -4.2% 52,908 $2.6M
Meridian Wealth Management, LLC 0.09% Add +17.8% 52,465 $2.6M
JFS Wealth Advisors, LLC 0.15% Reduce -6.4% 52,685 $2.6M
PCG Asset Management, LLC 2.07% Add +1.8% 52,557 $2.6M
Dimension Capital Management LLC 0.36% Add +4.9% 52,462 $2.6M
Risk Paradigm Group, LLC 2.21% Add +1.0% 52,400 $2.6M
Quattro Financial Advisors LLC 0.78% Add +27.5% 52,375 $2.6M
Man Group plc 0.01% Reduce -7.9% 52,333 $2.6M
NorthCrest Asset Manangement, LLC 0.08% Reduce -57.1% 51,605 $2.6M
Wealthfront Advisers LLC 0.01% Reduce -14.0% 51,570 $2.5M
Calton & Associates, Inc. 0.37% Add +0.5% 51,568 $2.5M
Whitaker-Myers Wealth Managers, LTD. 0.51% Add +861.5% 51,375 $2.5M
Graetz Wealth LLC 2.26% Add +3.7% 51,307 $2.5M
Evoke Wealth, LLC 0.05% Reduce -19.9% 51,273 $2.5M
One Charles Private Wealth Services, LLC 0.63% Reduce -8.8% 51,223 $2.5M
Okabena Investment Services Inc. 0.49% Add +2.7% 50,995 $2.5M
Elm Partners Management LLC 0.11% Reduce -9.4% 52,008 $2.5M
SHUTTLEWORTH & Co 2.27% Add +0.8% 50,754 $2.5M
Group One Trading LLC 0.08% New 50,622 $2.5M
Earned Wealth Advisors, LLC 0.17% Reduce -10.1% 50,606 $2.5M
Tepp RIA, LLC 1.95% Add +61.8% 50,361 $2.5M
Next Level Private LLC 0.56% Add +1.9% 50,311 $2.5M
Aptus Capital Advisors, LLC 0.02% Add +0.5% 50,260 $2.5M
Associated Banc-Corp 0.07% Reduce -7.3% 50,072 $2.5M
Ameritas Advisory Services, LLC 0.10% Reduce -1.1% 50,056 $2.5M
Y.D. More Investments Ltd 0.10% Add +0.6% 50,160 $2.5M
Avior Wealth Management, LLC 0.07% Add +23.5% 50,020 $2.5M
CI Investments Inc. 0.01% New 50,000 $2.5M
Silphium Asset Management Ltd 0.93% Reduce -16.7% 49,800 $2.5M
Fortis Group Advisors, LLC 0.41% Add +32571.5% 47,047 $2.5M
Brown Financial Advisors 0.92% Add +0.5% 49,281 $2.4M
WNY Asset Management, LLC 0.25% — 49,075 $2.4M
Hall Capital Management Co. Inc. 0.86% Add +1.9% 46,342 $2.4M
Everstar Asset Management, LLC 1.28% Reduce -5.9% 48,876 $2.4M
CWC Advisors, LLC. 1.14% Reduce -0.8% 48,713 $2.4M
Darwin Wealth Management, LLC 0.75% Reduce -43.3% 48,626 $2.4M
International Assets Investment Management, LLC 0.17% Reduce -0.4% 48,518 $2.4M
Moors & Cabot, Inc. 0.10% Reduce -5.3% 48,363 $2.4M
Thayer Partners, LLC / MA 1.14% Add +1.7% 48,338 $2.4M
ES4, LLC 1.53% Add +45.6% 48,135 $2.4M
Deutsche Bank AG 0.00% Reduce -14.4% 47,975 $2.4M
B. Riley Wealth Advisors, Inc. 0.15% Reduce -15.0% 48,739 $2.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -45.5% 48,262 $2.4M
High Note Wealth, LLC 0.46% Reduce -1.4% 47,601 $2.4M
Lionsbridge Wealth Management LLC 2.36% Reduce -20.6% 47,599 $2.3M
Regions Financial Corp. 0.02% Add +6.0% 47,576 $2.3M
Marex Group Ltd 0.02% Reduce -25.4% 47,493 $2.3M
Odyssey Capital Advisors, Inc. 2.09% Add +18.8% 47,151 $2.3M
Brookstone Capital Management 0.03% Add +5.2% 47,122 $2.3M
Bleakley Financial Group, LLC 0.04% Add +22.1% 46,947 $2.3M
Beacon Financial Group 0.23% Reduce -3.4% 46,780 $2.3M
Johnson Investment Counsel Inc. 0.02% Reduce -0.5% 46,623 $2.3M
Henson-Edgewater Management, LLC 1.44% Reduce -0.1% 45,777 $2.3M
Moneta Group Investment Advisors LLC 0.02% Add +22.1% 45,601 $2.3M
DT Investment Partners, LLC 0.19% Reduce -1.4% 45,474 $2.2M
Boltwood Capital Management 0.57% Add +2.6% 45,253 $2.2M
Rockingstone Advisors LLC 1.01% Add +0.0% 44,478 $2.2M
Perennial Investment Advisors, LLC 0.17% Reduce -0.5% 44,335 $2.2M
RiverGlades Family Offices LLC 1.28% — 44,132 $2.2M
Montag A & Associates Inc. 0.10% Add +23.4% 44,007 $2.2M
CFC Planning Co LLC 1.53% Reduce -2.9% 42,989 $2.1M
Jacobi Capital Management LLC 0.12% Add +2.1% 42,944 $2.1M
PFG Investments, LLC 0.10% Reduce -3.9% 42,816 $2.1M
Realta Investment Advisors 0.73% Reduce -17.5% 42,606 $2.1M
Nomura Asset Management Co. Ltd. 0.01% New 42,500 $2.1M
Fearless Solutions, LLC dba Best Invest 1.26% Reduce -1.0% 42,422 $2.1M
Highland Capital Management, LLC 0.11% Reduce -3.2% 42,358 $2.1M
Wall Capital Group, Inc. 2.23% Reduce -34.0% 42,286 $2.1M
Floyd Financial Group LLC 1.38% Add +1.5% 39,677 $2.1M
Parallel Advisors, LLC 0.04% Add +4.6% 41,589 $2.1M
Crews Bank & Trust 0.30% Reduce -2.2% 41,507 $2.0M
StoneX Group Inc. 0.11% Add +7.9% 41,757 $2.0M
Nwam LLC 0.12% Reduce -5.5% 41,346 $2.0M
JBR Co Financial Management Inc 0.85% No change 37,229 $2.0M
St. Johns Investment Management Company, LLC 0.86% Reduce -1.3% 41,300 $2.0M
Redwood Financial Network Corp 1.33% Reduce -2.8% 41,207 $2.0M
Wealthgarden F.S. LLC 1.38% Reduce -6.5% 40,991 $2.0M
IFP Advisors, Inc 0.04% Reduce -7.7% 40,754 $2.0M
E&G Advisors, LLC 0.45% Add +0.5% 40,662 $2.0M
WealthPLAN Partners, LLC 0.39% Reduce -3.8% 40,582 $2.0M
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -10.0% 40,532 $2.0M
Financial Freedom, LLC 0.99% Reduce -22.3% 40,281 $2.0M
Kanawha Capital Management LLC 0.14% Reduce -0.2% 40,087 $2.0M
BOCHK Asset Management Ltd 0.41% New 40,000 $2.0M
Maridea Wealth Management LLC 0.29% Reduce -0.0% 39,640 $2.0M
Brick & Kyle, Associates 0.65% Reduce -16.7% 39,634 $2.0M
Empowered Funds, LLC 0.01% Add +139.1% 39,308 $1.9M
HBW Advisory Services LLC 0.20% Reduce -34.4% 39,163 $1.9M
Camelot Technology Advisors, Inc. 1.42% Reduce -5.4% 39,061 $1.9M
Crumly & Associates Inc. 0.40% Add +0.7% 38,979 $1.9M
Guardian Asset Advisors, LLC 1.12% Add +118.4% 38,861 $1.9M
First Bancorp, Inc 0.95% No change 38,839 $1.9M
AE Wealth Management LLC 0.01% Reduce -22.3% 38,782 $1.9M
Accel Wealth Management 0.50% Add +1.1% 38,691 $1.9M
Alexis Investment Partners, LLC 1.31% Add +12.0% 39,406 $1.9M
Founders Financial Alliance, LLC 0.34% Reduce -0.5% 38,522 $1.9M
WealthShield Partners, LLC 0.21% Add +0.5% 38,371 $1.9M
MTM Investment Management, LLC 0.60% Add +0.1% 38,289 $1.9M
Schnieders Capital Management, Llc. 0.30% Add +0.5% 38,221 $1.9M
McGuire Investment Group, LLC 0.21% Add +6.3% 37,900 $1.9M
Beacon Bridge Wealth Partners, LLC 0.62% Add +0.6% 37,792 $1.9M
Plimoth Trust Co. LLC 0.42% Reduce -3.9% 37,779 $1.9M
Windsor Capital Management, LLC 0.55% Reduce -2.8% 37,001 $1.8M
Contravisory Investment Management, Inc. 0.37% Add +6.5% 36,929 $1.8M
Patten & Patten Inc. 0.11% Add +4.7% 36,821 $1.8M
Zhang Financial LLC 0.06% Reduce -35.7% 36,807 $1.8M
Sigma Investment Counselors Inc. 0.10% Add +16.6% 36,792 $1.8M
Advisors Capital Management, LLC 0.02% Reduce -8.9% 36,731 $1.8M
GWN Securities Inc. 0.35% Add +37.0% 36,638 $1.8M
Ieq Capital, LLC 0.01% Add +1.9% 36,491 $1.8M
Intellectus Partners, LLC 0.37% Add +4.4% 36,326 $1.8M
Monetary Management Group Inc. 0.43% Add +2.8% 36,225 $1.8M
KFA Private Wealth Group, LLC 0.43% Reduce -0.6% 36,159 $1.8M
Sig Brokerage, LP 0.50% Reduce -52.5% 36,156 $1.8M
Circle Wealth Management, LLC 0.03% Reduce -19.6% 36,141 $1.8M
Counterweight Ventures, LLC 1.00% Reduce -36.4% 36,130 $1.8M
Northstar Advisory Group, LLC 0.68% Reduce -72.6% 36,020 $1.8M
Two Sigma Securities, LLC 0.21% New 35,802 $1.8M
Beacon Capital Management, Inc. 0.10% Reduce -57.0% 35,723 $1.8M
Focus Partners Advisor Solutions, LLC 0.02% Add +21.0% 35,686 $1.8M
Ameraudi Asset Management, Inc. 0.96% Reduce -77.8% 35,666 $1.8M
Edgestream Partners, L.P. 0.06% Reduce -58.1% 35,256 $1.7M
Advocate Investing Services LLC 1.47% No change 35,186 $1.7M
Black Maple Capital Management LP 1.33% New 35,000 $1.7M
Volterra Technologies LP 1.23% Add +142.7% 34,970 $1.7M
University of Texas/Texas Am Investment Management Co. 0.25% Reduce -12.6% 34,768 $1.7M
RCW Management, LLC 1.75% No change 34,591 $1.7M
Next Capital Management LLC 0.52% Add +4.9% 34,508 $1.7M
Baker Avenue Asset Management, LP 0.04% Reduce -5.1% 34,427 $1.7M
Nations Financial Group Inc, /Ia/ 0.09% Add +0.3% 34,338 $1.7M
Cladis Investment Advisory, LLC 0.92% Reduce -1.2% 34,048 $1.7M
Phillips Wealth Planners LLC 1.27% Add +4.2% 32,820 $1.7M
GFS Advisors, LLC 0.11% Reduce -40.3% 33,838 $1.7M
Ruggiero Investments, Inc. 1.61% Add +3.6% 33,825 $1.7M
Founders Grove Wealth Partners, LLC 0.38% Reduce -2.0% 33,771 $1.7M
Curi Capital, LLC 0.03% Reduce 0.0% 33,588 $1.7M
Caption Management, LLC 0.08% New 33,531 $1.7M
Tidal Investments LLC 0.01% Reduce -64.8% 33,513 $1.7M
Golden State Wealth Management, LLC 0.18% Reduce -5.7% 33,506 $1.7M
Tower Research Capital LLC (TRC) 0.04% Reduce -74.2% 33,489 $1.7M
Jacobs Equity LLC 1.48% Reduce -6.5% 31,815 $1.6M
Blue Chip Partners, LLC 0.12% Add +6.7% 33,327 $1.6M
Paladin Wealth, LLC 1.13% Add +14.2% 33,291 $1.6M
BBR Partners, LLC 0.09% Add +206.8% 33,237 $1.6M
Ashton Thomas Securities, LLC 0.21% Reduce -6.9% 33,231 $1.6M
Stapp Wealth Management, PLLC 2.09% Add +0.1% 33,141 $1.6M
Williams Jones Wealth Management, LLC. 0.02% No change 33,093 $1.6M
Glen Eagle Advisors, LLC 0.23% Reduce -1.1% 33,036 $1.6M
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -23.0% 32,941 $1.6M
Kingstone Capital Partners Texas, LLC 1.00% Add +0.1% 32,894 $1.6M
Bank of Marin 1.18% Add +2.6% 32,812 $1.6M
Nicolet Bankshares Inc. 0.06% New 32,699 $1.6M
McLaughlin Asset Management, Inc. 1.54% Add +3.3% 32,627 $1.6M
Ingalls & Snyder LLC 0.06% Reduce -3.2% 32,616 $1.6M
LJI Wealth Management, LLC 0.26% Add +1.4% 32,506 $1.6M
Journey Advisory Group, LLC 0.14% Add +3.2% 32,468 $1.6M
Essex Financial Services, Inc. 0.09% Reduce -2.2% 32,415 $1.6M
One Wealth Map LLC 0.78% Reduce -0.9% 30,795 $1.6M
Howard Capital Management Group, LLC 0.11% Reduce -4.2% 32,254 $1.6M
Crestwood Advisors Group, LLC 0.03% Add +0.8% 32,031 $1.6M
Compass Capital Corp. /Ma/ 0.57% No change 30,559 $1.6M
Rik Saylor Financial, Inc. 1.19% Reduce -0.2% 31,749 $1.6M
Apollon Wealth Management, LLC 0.03% Add +0.2% 31,661 $1.6M
Trust Co. of Oklahoma 0.45% Add +50.7% 31,435 $1.6M
Successful Portfolios LLC 0.85% Add +0.0% 31,578 $1.5M
Soltis Investment Advisors LLC 0.10% Add +30.8% 31,198 $1.5M
Advyzon Investment Management, LLC 0.14% Add +3.1% 30,927 $1.5M
Vertex Investment Solutions Co., Ltd. 1.76% Reduce -19.1% 31,400 $1.5M
Syon Capital LLC 0.08% Add +11.9% 30,631 $1.5M
NWF Advisory Services Inc. 0.17% Reduce -7.6% 30,538 $1.5M
Wedmont Private Capital 0.05% Reduce -2.8% 29,442 $1.5M
Nomura Asset Management International Inc. 0.00% New 30,511 $1.5M
Alliancebernstein L.P. 0.00% Add +30.2% 27,375 $1.5M
Ascentis Independent Advisors 0.11% Add +46.1% 30,354 $1.5M
First National Bank of Omaha 0.05% Reduce -2.5% 30,982 $1.5M
First Horizon Corp. 0.06% Add +0.0% 30,221 $1.5M
SMI Advisory Services, LLC 0.25% Reduce -59.0% 29,891 $1.5M
Global Financial Private Client, LLC 0.49% Add +2.5% 30,167 $1.5M
EverSource Wealth Advisors, LLC 0.05% Reduce -6.2% 29,915 $1.5M
Mesirow Financial Investment Management, Inc. 0.02% Add +0.1% 29,891 $1.5M
Private Trust Co. NA 0.13% Reduce -3.8% 29,643 $1.5M
Roberts Wealth Advisors, LLC 0.37% Add +5.8% 29,555 $1.5M
Marco Investment Management LLC 0.11% No change 29,539 $1.5M
Ipsen Advisor Group LLC 1.02% Add +2.1% 29,431 $1.5M
Wealthcare Advisory Partners LLC 0.03% Reduce -10.6% 29,391 $1.5M
VCI Wealth Management LLC 0.40% Add +2.3% 29,360 $1.4M
Lowe Brockenbrough & Co. Inc. 0.07% No change 29,293 $1.4M
American Institute for Advanced Investment Management, LLP 0.94% Reduce -2.7% 29,258 $1.4M
Magnus Financial Group LLC 0.12% Reduce -53.0% 29,207 $1.4M
Natixis Advisors, LLC 0.00% Reduce -26.9% 29,070 $1.4M
PSI Advisors, LLC 0.35% Add +22.4% 28,994 $1.4M
Jackson, Grant Investment Advisers, Inc. 0.47% Add +18.9% 28,777 $1.4M
DecisionMap Wealth Management, LLC 0.92% Add +6.1% 28,769 $1.4M
Savant Capital, LLC 0.01% Add +42.3% 28,563 $1.4M
Integrity Alliance, Llc. 0.05% Add +1.5% 28,521 $1.4M
Tranquility Partners, LLC 0.53% Reduce -0.7% 28,517 $1.4M
CWA Asset Management Group, LLC 0.05% Reduce -14.2% 28,495 $1.4M
Capitol Family Office, Inc. 1.66% No change 25,669 $1.4M
Westbourne Investment Advisors, Inc. 0.41% Add +3.6% 28,316 $1.4M
Fulcrum Equity Management 1.36% Reduce -26.2% 28,312 $1.4M
Hennion & Walsh Asset Management, Inc. 0.05% Add +7.6% 28,238 $1.4M
Appleton Partners Inc. 0.10% Reduce -1.5% 28,200 $1.4M
Ring Mountain Capital, LLC 0.76% Reduce -3.7% 27,988 $1.4M
City Center Advisors, LLC 1.27% Add +2.4% 27,922 $1.4M
Silverlake Wealth Management LLC 0.29% Reduce -13.5% 27,830 $1.4M
Smith Salley Wealth Management 0.07% Add +0.6% 27,807 $1.4M
UNIVEST FINANCIAL Corp 0.08% Reduce -42.2% 27,806 $1.4M
Capital Investment Advisory Services, LLC 0.10% Add +55.6% 27,767 $1.4M
Mma Asset Management LLC 0.48% Reduce -2.5% 27,728 $1.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.46% Reduce -0.9% 26,317 $1.4M
Relyea Zuckerberg Hanson LLC 0.14% Reduce -57.5% 27,576 $1.4M
Neuberger Berman Group LLC 0.00% Reduce -0.2% 27,297 $1.3M
SeaCrest Wealth Management, LLC 0.14% Reduce -0.0% 27,202 $1.3M
XTX Topco Ltd 0.02% New 27,123 $1.3M
Tradition Wealth Management, LLC 0.09% Reduce -1.8% 26,997 $1.3M
One Capital Management, LLC 0.04% Reduce -7.1% 26,900 $1.3M
First Citizens Financial Corp 0.63% Add +0.0% 26,824 $1.3M
TritonPoint Partners, LLC 0.49% Add +6.7% 26,798 $1.3M
Glenview Trust Co 0.02% Add +8.6% 26,721 $1.3M
SIH Partners, LLLP 0.04% New 26,699 $1.3M
Parkside Financial Bank & Trust 0.10% No change 26,576 $1.3M
Lanark Financial, Inc. 0.10% Add +23.9% 26,539 $1.3M
Ironwood Financial, llc 0.23% Reduce -8.8% 26,492 $1.3M
Autumn Glory Partners, LLC 0.48% Reduce -1.5% 26,461 $1.3M
Point Windward Advisors Inc. 0.66% Add +2.2% 26,381 $1.3M
Boston Partners 0.00% Add +2.5% 26,271 $1.3M
NBT Bank, N.A. 0.08% Add +0.2% 26,262 $1.3M
Vise Technologies, Inc. 0.03% No change 23,639 $1.3M
Whittier Trust Co. 0.01% Reduce -15.2% 25,947 $1.3M
Certuity, LLC 0.08% Reduce -3.5% 26,197 $1.3M
MKT Advisors LLC 0.43% Add +1.1% 25,715 $1.3M
Bullock Wealth Management Group 0.64% Reduce -7.1% 25,933 $1.3M
Lyell Wealth Management, LP 0.09% Add +5.2% 25,825 $1.3M
Wilmington Savings Fund Society, FSB 0.03% Add +3.6% 25,710 $1.3M
Polaris Investment Advisors, LLC 0.92% No change 25,592 $1.3M
SP Asset Management LLC 0.11% Add +0.1% 25,544 $1.3M
Keebeck Wealth Management 0.14% No change 25,242 $1.2M
Providence First Trust Co 0.44% Reduce -41.4% 25,174 $1.2M
Childress Capital Advisors, LLC 0.22% Reduce -0.5% 25,022 $1.2M
Point72 Asset Management 0.00% Reduce -94.0% 25,000 $1.2M
Advisors Management Group Inc. 0.22% Add +2.8% 24,924 $1.2M
Allie Family Office LLC 0.53% Add +10.9% 24,792 $1.2M
Tsfg, LLC 0.18% Reduce -0.2% 24,664 $1.2M
Valmark Advisers, Inc. 0.01% Reduce -7.0% 24,610 $1.2M
Asset One Wealth Management LLC 0.13% Add +2.0% 23,113 $1.2M
Xcel Wealth Management, LLC 0.34% Reduce -7.6% 24,438 $1.2M
Penobscot Wealth Management 0.36% Add +3.7% 24,405 $1.2M
SBI Okasan Asset Management Co.Ltd. 0.05% New 24,820 $1.2M
Fox Run Management, L.L.C. 0.21% Reduce -85.5% 24,800 $1.2M
Mattson Financial Services, LLC 0.28% Reduce -1.3% 24,164 $1.2M
Tempo Wealth, LLC 0.21% Add +8.9% 24,136 $1.2M
Peterson Wealth Management 0.69% Add +1.6% 24,126 $1.2M
First Business Financial Services, Inc. 0.11% No change 24,095 $1.2M
Stonebrook Private Inc. 0.25% Reduce -3.4% 24,072 $1.2M
Cape Ann Savings Bank 0.59% Reduce -0.5% 23,909 $1.2M
Ranch Capital Advisors Inc. 0.43% Reduce -0.7% 23,811 $1.2M
Landaas & Co. /Wi 0.26% Add +1.9% 23,786 $1.2M
Breakwater Capital Group 0.16% Reduce -5.1% 23,780 $1.2M
Chilton Investment Co. Inc. 0.03% No change 23,717 $1.2M
Nova Wealth Management, Inc. 0.76% Add +3.0% 23,619 $1.2M
Navis Wealth Advisors, LLC 0.59% Reduce -1.2% 23,539 $1.2M
PFS Partners, LLC 0.53% Reduce -3.1% 23,539 $1.2M
C2C Wealth Management, LLC 0.97% Reduce -2.9% 23,193 $1.1M
Sherman Asset Management, Inc. 1.05% Add +49.7% 23,048 $1.1M
Eagle Capital Management, LLC 0.45% Reduce -1.6% 23,026 $1.1M
Ardsley Advisory Partners LP 0.17% New 23,000 $1.1M
Arrow Financial Corp 0.11% No change 22,832 $1.1M
Audent Global Asset Management, LLC 1.11% Reduce -28.8% 16,824 $1.1M
Gallacher Capital Management LLC 0.43% Reduce -27.7% 22,534 $1.1M
71 West Capital Partners 0.05% No change 22,488 $1.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% New 22,432 $1.1M
Clear Street Group Inc. 0.01% New 22,400 $1.1M
Signet Financial Management, LLC 0.12% Reduce -40.4% 22,399 $1.1M
SCS Capital Management LLC 0.01% Reduce -27.2% 22,345 $1.1M
Ally Invest Advisors Inc. 0.07% Add +0.2% 22,323 $1.1M
Koshinski Asset Management, Inc. 0.07% Reduce -1.7% 22,297 $1.1M
Connecticut Wealth Management, LLC 0.05% Add +95.2% 22,268 $1.1M
Verdence Capital Advisors LLC 0.06% Reduce -2.1% 22,267 $1.1M
Kessler Investment Group, LLC 0.52% Add +30.1% 22,167 $1.1M
Sax Wealth Advisors, LLC 0.05% Reduce -2.5% 19,930 $1.1M
Pitcairn Wealth Advisors LLC 0.10% No change 19,839 $1.1M
Certified Advisory Corp 0.10% Reduce -15.9% 21,940 $1.1M
Core Wealth Partners LLC 0.50% Add +48.6% 21,756 $1.1M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -7.5% 21,755 $1.1M
Occidental Asset Management, LLC 0.13% Add +10.2% 21,690 $1.1M
Investors Asset Management of Georgia Inc. /Ga/ 0.44% Reduce -1.1% 21,684 $1.1M
M.E. Allison & Co., Inc. 0.71% Add +4.9% 21,637 $1.1M
Curat Global, LLC 1.05% No change 21,628 $1.1M
Bluesphere Advisors LLC 0.38% Add +35.6% 21,613 $1.1M
Vilga Financial Planning LLC 0.95% Reduce -2.7% 21,555 $1.1M
Summit Trail Advisors, LLC 0.02% Add +124.1% 21,553 $1.1M
Compound Planning, Inc. 0.03% Reduce -50.5% 21,495 $1.1M
World Equity Group, Inc. 0.27% Reduce -1.1% 21,235 $1.0M
Retirement Planning Group, LLC 0.03% Add +18.6% 21,229 $1.0M
Rossby Financial, LCC 0.22% Add +625.7% 21,097 $1.0M
First Manhattan Co. Llc. 0.00% Add +3.8% 21,075 $1.0M
HBK Sorce Advisory LLC 0.02% Add +4.9% 20,271 $1.0M
Sentinel Trust Co. Lba 0.10% Reduce -2.7% 21,018 $1.0M
Claro Advisors Inc. 0.12% Add +10.4% 20,973 $1.0M
APS Management Group, Inc. 0.89% Add +6.8% 20,958 $1.0M
Cardinal Point Capital Management ULC 0.06% New 20,887 $1.0M
American Financial Advisors, LLC 0.14% Reduce -2.0% 20,718 $1.0M
Pinnacle Family Advisors, LLC 0.48% Reduce -37.1% 20,707 $1.0M
Modern Wealth Management, LLC 0.02% Reduce -52.2% 20,538 $1.0M
Alteri Wealth LLC 0.33% Reduce -1.9% 20,479 $1.0M
Olympiad Research LP 3.06% New 20,373 $1.0M
Prelude Capital Management, LLC 0.08% New 20,373 $1.0M
Financial Engines Advisors L.L.C. 0.00% Add +2.1% 20,342 $1.0M
Csenge Advisory Group 0.05% Add +1.2% 20,291 $1.0M
Elmwood Wealth Management, Inc. 0.28% Add +22.1% 20,160 $995K
D L Carlson Investment Group Inc. 0.17% Reduce -1.4% 19,970 $986K
Flputnam Investment Management Co. 0.01% Reduce -8.5% 19,966 $986K
EFG International AG 0.02% Add +12.8% 19,963 $986K
Spreng Capital Management, Inc. 0.46% Reduce -11.5% 19,846 $980K
Flywheel Private Wealth LLC 0.56% Reduce -0.5% 19,832 $979K
RoundAngle Advisors LLC 0.73% Reduce -1.4% 19,716 $973K
Quantbot Technologies LP 0.04% New 19,699 $973K
German American Bancorp, Inc. 0.08% Reduce -2.9% 19,690 $972K
Davis R M Inc. 0.02% Reduce -1.6% 19,604 $968K
Northland Securities, Inc. 0.92% Reduce -9.4% 19,504 $963K
First National Bank of Hutchinson 0.61% Reduce -38.5% 19,504 $963K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -0.4% 19,468 $961K
VestGen Advisors, LLC 0.03% Reduce -9.0% 18,594 $959K
Perennial Advisors, LLC 0.16% Add +166.0% 19,414 $958K
Granite FO LLC 0.56% Reduce -3.8% 19,305 $953K
Coastline Trust Co 0.09% Add +0.3% 19,208 $948K
N.E.W. Advisory Services LLC 0.07% Add +4.8% 19,197 $948K
Byrne Financial Freedom, LLC 0.45% Add +0.0% 19,052 $941K
Peoples Bank 0.94% Reduce -1.8% 18,982 $937K
Accredited Investor Services, LLC 0.60% Add +13.8% 18,952 $936K
Prairiewood Capital, LLC 0.27% Reduce -15.0% 18,878 $932K
Wealthstar Advisors, LLC 0.55% Reduce -4.4% 18,816 $929K
Acorns Advisers, LLC 0.01% Add +18.4% 18,787 $928K
Wolff Wiese Magana LLC 0.51% Reduce -6.6% 18,741 $925K
MCF Advisors LLC 0.04% Add +36.4% 18,734 $925K
Ballentine Partners, LLC 0.01% Reduce -0.0% 18,618 $919K
Balboa Wealth Partners 0.15% Add +8.7% 18,605 $919K
Hills Bank & Trust Co 0.04% New 18,553 $916K
Sanchez Gaunt Capital Management, LLC 0.57% — 18,536 $915K
Evergreen Capital Management LLC 0.02% No change 18,478 $912K
January Capital Advisors LLC 1.23% — 18,457 $911K
Destiny Wealth Partners, LLC 0.10% No change 18,422 $909K
Strategic Blueprint, LLC 0.05% Reduce -11.0% 18,319 $904K
Trust Point Inc. 0.08% Reduce -0.4% 18,285 $903K
Allen Investment Management, LLC 0.01% No change 18,274 $902K
Goelzer Investment Management, Inc. 0.04% Add +24.6% 18,248 $901K
Sovran Advisors, LLC 0.07% Reduce -5.1% 17,214 $897K
Ignite Planners, LLC 0.14% Reduce -11.9% 18,213 $895K
Pursue Wealth Partners LLC 0.53% Add +0.0% 18,075 $892K
Beacon Financial Advisory LLC 0.20% Add +1.6% 18,028 $890K
Lynx Investment Advisory 0.42% Reduce -9.5% 17,996 $888K
Novem Group 0.10% Add +60.2% 17,920 $885K
O'ROURKE & COMPANY, Inc 0.35% Reduce -2.3% 17,905 $884K
Wilson & Boucher Capital Management, LLC 0.58% Add +2.9% 17,725 $875K
Union Savings Bank 0.38% No change 17,636 $871K
CX Institutional 0.03% Reduce -67.0% 17,575 $868K
Partners Wealth Management, LLC 0.89% Reduce -0.5% 17,493 $864K
Riversedge Advisors, LLC 0.14% No change 17,398 $859K
Garden State Investment Advisory Services LLC 0.20% Reduce -63.4% 17,338 $856K
Kiley Juergens Wealth Management, LLC 0.15% Add +0.6% 17,301 $854K
Axiom Investment Management LLC 0.65% — 17,295 $854K
Ascent Group, LLC 0.03% Reduce -9.3% 17,282 $853K
Daymark Wealth Partners, LLC 0.03% Add +1.9% 17,213 $850K
Bell Bank 0.04% Reduce -1.2% 17,088 $844K
Clarity Wealth Advisors, LLC 0.17% Reduce -18.1% 17,068 $843K
Spartan Wealth Advisory Services LLC 0.07% — 16,981 $838K
MRWM Advisors, LLC 0.45% Reduce -2.3% 16,978 $838K
Beaumont Financial Advisors, LLC 0.06% Reduce -62.1% 16,917 $835K
Heritage Wealth Advisors 0.03% No change 16,909 $835K
Signature Wealth Management Partners, LLC 0.42% Add +5.5% 16,893 $834K
Mitchell Sinkler & Starr 0.38% No change 16,860 $832K
Franklin Resources Inc. 0.00% Reduce -85.4% 16,819 $830K
Rebalance, LLC 0.05% Add +0.5% 16,786 $829K
Debussy Capital Management LP 0.11% Reduce -1.9% 16,779 $828K
Donaldson Capital Management, LLC 0.03% Reduce -17.1% 16,709 $825K
Cloud Capital Management, LLC 0.36% Reduce -2.6% 16,699 $824K
Headinvest, LLC 0.17% Add +1.6% 16,669 $823K
True Vision MN LLC 0.42% Add +20.5% 16,666 $823K
SOA Wealth Advisors, LLC. 0.15% Reduce -6.0% 16,661 $823K
LRI Investments, LLC 0.07% Reduce -3.8% 16,635 $821K
Cassaday & Co Wealth Management LLC 0.02% Reduce -1.8% 16,605 $820K
Kaizen Financial Strategies 0.35% No change 15,733 $819K
Investment Advisory Group, LLC 0.21% Reduce -8.6% 16,557 $817K
Kagan Cocozza Asset Management 0.57% Add +8.3% 16,539 $817K
RMR Wealth Builders 0.06% Reduce -6.3% 16,465 $813K
V2 Financial group LLC 0.38% No change 16,461 $813K
Steele Capital Management, Inc. 0.03% Reduce -4.1% 16,460 $813K
Woodmont Investment Counsel LLC 0.05% Reduce -2.1% 16,376 $808K
Powell Investment Advisors, LLC 0.28% Reduce -5.2% 16,277 $804K
Betterment LLC 0.00% Add +23.4% 16,186 $799K
Astra Wealth Partners LLC 0.50% Reduce -11.2% 16,175 $799K
GC Wealth Management RIA, LLC 0.03% Add +72.7% 16,153 $797K
Gold Investment Management Ltd. 0.25% No change 16,133 $797K
EPG Wealth Management LLC 0.22% Reduce -0.4% 16,135 $797K
MV Capital Management, Inc. 0.08% Reduce -2.9% 16,105 $795K
CHICAGO TRUST Co NA 0.13% Reduce -0.4% 16,096 $795K
Wesbanco Bank Inc. 0.02% Reduce -4.5% 16,067 $793K
Inspire Advisors, LLC 0.06% Reduce -28.3% 15,993 $790K
Visionary Horizons, LLC 0.39% Reduce -22.2% 15,907 $785K
AdvisorNet Financial, Inc 0.04% Reduce -1.3% 15,887 $784K
Falcon Wealth Planning 0.05% Add +0.3% 15,872 $784K
Freestone Capital Holdings, LLC 0.02% Add +2.1% 15,834 $782K
Courier Capital LLC 0.04% No change 15,826 $781K
Beaumont Asset Management, L.L.C. 0.35% Add +1.2% 15,793 $780K
Arax Advisory Partners 0.02% Reduce -24.9% 15,762 $779K
Holderness Investments Co. 0.16% Reduce -0.3% 15,760 $778K
Smith, Moore & Co. 0.06% Reduce -3.1% 15,753 $778K
Mission Creek Capital Partners, Inc. 0.15% Add +0.7% 15,654 $773K
Fjell Capital, LLC 0.59% Add +5.2% 15,648 $773K
Rwa Wealth Partners, LLC 0.01% Reduce -14.3% 15,632 $772K
Quadcap Wealth Management, LLC 0.09% Add +13.3% 15,610 $771K
Investment Partners, LTD. 0.27% Reduce -8.7% 15,571 $769K
LongView Wealth Management 0.19% Add +11.8% 14,824 $768K
Manhattan West Asset Management, LLC 0.15% Reduce -14.3% 15,513 $766K
Grantvest Financial Group LLC 0.49% Reduce -5.1% 15,471 $764K
Taylor & Morgan Wealth Management, LLC 0.43% Reduce -14.5% 15,442 $762K
Burke & Herbert Bank & Trust Co. 0.21% Add +2.8% 15,405 $761K
Anchor Investment Management, LLC 0.06% Add +0.2% 15,379 $759K
Lynch & Associates 0.14% Reduce -0.5% 15,350 $758K
Blue Trust, Inc. 0.01% Add +0.8% 15,322 $756K
Private Wealth Asset Management, LLC 0.08% No change 15,320 $756K
Legacy Wealth Advisors, LLC 0.38% Add +133.4% 15,251 $753K
Elevation Advisory Partners LLC 0.70% — 14,103 $747K
Webster Bank, N. A. 0.07% Add +1.9% 15,134 $747K
Arete Wealth Advisors, LLC 0.06% Reduce -36.7% 15,077 $744K
Fairview Capital Investment Management, LLC 0.04% Add +281.6% 15,041 $743K
Montecito Bank & Trust 0.12% Reduce -4.8% 15,037 $742K
TD Private Client Wealth LLC 0.02% Reduce -87.1% 15,027 $742K
Bramshill Investments, LLC 0.06% Reduce -57.8% 15,000 $741K
LMR Partners LLP 0.01% New 15,000 $741K
Richards, Merrill & Peterson, Inc. 0.27% Add +1965.5% 14,975 $739K
Sherry Group, Inc. 0.81% No change 14,968 $739K
Equitable Trust Co. 0.03% No change 14,922 $737K
SBI Securities Co., Ltd. 0.02% Add +5.2% 14,910 $736K
Investment Partners Asset Management, Inc. 0.45% Reduce -3.1% 14,874 $734K
Interchange Capital Partners, LLC 0.23% Add +260.6% 14,697 $732K
Cannon Capital Management, Inc. 0.59% No change 14,745 $728K
Cassady Wealth & Retirement Planning, LLC 0.37% Add +0.1% 13,884 $724K
Slow Capital, Inc. 0.09% No change 14,546 $718K
Monograph Wealth Advisors, LLC 0.07% No change 14,345 $708K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +132.9% 14,344 $708K
Empirical Asset Management, LLC 0.19% Reduce -27.5% 14,300 $706K
Banque Transatlantique SA 0.02% New 14,300 $706K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +3.1% 14,291 $706K
Milestone Asset Management, LLC 0.13% Reduce -2.1% 14,274 $705K
Prepared Retirement Institute LLC 0.35% Reduce -0.5% 14,274 $705K
Cascade Financial Partners, LLC 0.07% Add +42.1% 14,256 $704K
Brown Brothers Harriman & Co. 0.00% Add +0.2% 14,246 $703K
Argent Trust Co 0.02% Reduce -50.0% 14,185 $700K
Country Trust Bank 0.01% Add +27.5% 14,168 $699K
Compagnie Lombard Odier SCmA 0.01% No change 14,165 $699K
Russell Investments Group, Ltd. 0.00% Add +2.7% 14,154 $699K
Stillwater Private Wealth, LLC 0.59% — 14,089 $695K
KG Capital Management 0.50% Reduce -16.6% 14,033 $693K
Greenleaf Trust 0.01% No change 14,023 $692K
First Citizens Bank & Trust Co. 0.01% Reduce -1.2% 14,017 $692K
Pines Wealth Management, LLC 0.22% Reduce -1.4% 13,988 $691K
OneAscent Financial Services LLC 0.04% Add +33.5% 13,924 $687K
Avantax Planning Partners, Inc. 0.02% Add +29.4% 13,890 $686K
Exencial Wealth Advisors, LLC 0.02% Reduce -2.2% 13,858 $684K
Viewpoint Capital Management LLC 0.32% Reduce -2.8% 13,842 $683K
Fidelis Capital Partners, LLC 0.05% Reduce -29.7% 13,757 $679K
Biltmore Family Office, LLC 0.09% Add +8.4% 13,681 $675K
Bulwark Capital Corp 0.42% No change 13,680 $675K
KMG Fiduciary Partners, LLC 0.05% Add +0.0% 13,662 $674K
Quarry LP 0.14% New 13,634 $673K
Nolet Wealth Management, LLC 0.38% No change 13,624 $673K
Voya Financial Advisors, Inc. 0.07% Add +4.9% 14,030 $671K
Essex Bank 0.15% No change 13,581 $670K
Wood Tarver Financial Group, LLC 0.19% Add +0.2% 13,578 $670K
Sapient Capital LLC 0.01% Reduce -23.6% 13,566 $670K
Avidian Wealth Enterprises, LLC 0.02% Reduce -0.6% 13,560 $669K
TD Asset Management Inc 0.00% Reduce -2.8% 13,552 $669K
Greystone Financial Group, LLC 0.19% Reduce -32.6% 13,468 $665K
Moment Partners, LLC 0.12% Reduce -6.8% 13,406 $662K
Adirondack Trust Co. 0.22% Reduce -4.3% 13,396 $661K
Milestone Investment Advisors LLC 0.16% No change 13,388 $661K
Pettyjohn, Wood & White, Inc. 0.11% Add +2.3% 13,387 $661K
Sterneck Capital Management, LLC 0.30% Reduce -0.2% 13,377 $660K
Hansen & Associates Financial Group, Inc. 0.36% Reduce -64.0% 13,327 $660K
First National Trust Co 0.02% Reduce -55.0% 13,369 $660K
Cane Capital Partners, LLC 0.29% New 13,331 $658K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Add +133.5% 13,260 $655K
SouthState Bank Corp 0.03% Reduce -6.8% 13,253 $654K
Bragg Financial Advisors, Inc 0.02% Add +4.5% 13,219 $653K
Aries Wealth Management 0.14% Add +44.6% 13,212 $652K
QRG Capital Management, Inc. 0.01% Add +42.4% 13,190 $651K
Ameritas Investment Partners, Inc. 0.02% Add +0.7% 13,187 $651K
Morangie Management LLC 0.60% No change 13,181 $651K
Fourpath Capital Management, LLC 0.09% Reduce -0.3% 13,147 $649K
Comprehensive Financial Planning, Inc. 0.45% Add +0.8% 13,110 $647K
Diligent Investors, LLC 0.16% No change 13,107 $647K
Legacy Capital Group California, Inc. 0.25% Reduce -42.4% 13,056 $645K
Warberg Asset Management LLC 1.32% New 13,000 $642K
GAMMA Investing LLC 0.03% No change 12,987 $641K
Angeles Wealth Management, LLC 0.03% Add +21.9% 12,942 $639K
Hopwood Financial Services, Inc. 0.43% Reduce -0.3% 12,933 $639K
Atlas Private Wealth Advisors 0.15% Reduce -27.3% 12,921 $638K
JBGlobal.com LLC 0.63% New 12,921 $638K
Schmidt P J Investment Management Inc. 0.11% Reduce -1.5% 12,797 $632K
Caldwell Trust Co 0.06% Reduce -1.7% 12,793 $632K
Florida Trust Wealth Management Co 0.02% Add +28.7% 12,778 $631K
Resolute Wealth Advisor, Inc. 0.36% — 12,765 $630K
Shulman DeMeo Asset Management LLC 0.13% Reduce -2.8% 12,750 $629K
Sherman Wealth Management LLC 0.54% Add +0.5% 12,726 $628K
Octavia Wealth Advisors, LLC 0.06% Reduce -3.4% 12,714 $628K
OneAscent Family Office, LLC 0.44% Reduce -6.5% 12,703 $627K
Chicago Partners Investment Group LLC 0.01% Add +2.4% 11,999 $626K
Charter Oak Capital Management, LLC 0.05% No change 12,688 $626K
Principle Wealth Partners LLC 0.04% Reduce -3.9% 12,674 $626K
Portfolio Resources Advisor Group, Inc. 0.62% Add +0.5% 12,663 $625K
JB Capital LLC 0.03% Add +17.0% 12,636 $624K
Meridian Wealth Advisors, LLC 0.08% No change 12,582 $621K
Union Bancaire Privee, UBP SA 0.01% No change 12,858 $620K
Acropolis Investment Management, LLC 0.03% Add +0.0% 12,524 $618K
TruWealth Advisors, LLC 0.03% Add +0.0% 12,523 $618K
Brookwood Investment Group LLC 0.08% Reduce -65.4% 12,490 $617K
McAdam, LLC 0.03% Add +16.0% 12,452 $615K
KKM Financial LLC 0.11% No change 11,213 $614K
Afg Fiduciary Services Limited Partnership 0.36% Add +8.0% 12,292 $613K
waypoint wealth counsel 0.32% Reduce -1.2% 12,407 $613K
Pennsylvania Capital Management Inc. 0.18% No change 12,406 $612K
Tempus Wealth Planning, LLC 0.14% Add +0.1% 12,347 $610K
Pure Financial Advisors, LLC 0.01% Reduce -1.1% 12,341 $609K
Up Strategic Wealth Investment Advisors LLC 0.38% No change 11,809 $609K
Soros Fund Management 0.01% Reduce -96.1% 12,270 $606K
Panoramic Investment Advisors, LLC 0.33% Add +2.1% 12,266 $606K
Fiduciary Alliance LLC 0.04% Add +62.3% 11,563 $603K
Key Client Fiduciary Advisors, LLC 0.21% Reduce -11.5% 12,180 $601K
Embree Financial Group 0.07% Reduce -0.0% 12,156 $600K
Elgethun Capital Management 0.10% No change 12,154 $600K
CCG Wealth Management, LLC 0.16% New 12,143 $599K
Chilton Capital Management LLC 0.02% Reduce -1.4% 12,114 $598K
Coldstream Capital Management Inc. 0.01% Add +20.4% 12,070 $596K
Prostatis Group LLC 0.15% Reduce -7.1% 12,065 $596K
Oxford Financial Group, LTD. LLC 0.03% Reduce -10.6% 12,032 $594K
Burford Brothers, Inc. 0.24% Reduce -6.0% 12,006 $593K
COFG Advisors, LLC 0.15% Reduce -1.1% 12,004 $593K
Old North State Trust, LLC 0.35% No change 12,000 $592K
Wealthcare Capital Partners, LLC 0.28% Reduce -0.5% 11,974 $591K
First Wilshire Securities Management Inc. 0.13% No change 11,950 $590K
Cypress Wealth Services, LLC 0.08% Add +0.1% 11,905 $588K
Hilltop National Bank 0.14% Reduce -0.8% 11,884 $587K
Signaturefd, LLC 0.01% Add +1.5% 11,836 $584K
KLCM Advisors, Inc. 0.05% No change 11,781 $582K
Modera Wealth Management, LLC 0.01% Add +8.0% 11,735 $579K
High Point Wealth Management, LLC 0.57% Reduce -0.7% 11,731 $579K
Fortis Capital Advisors, LLC 0.08% Reduce -1.7% 11,724 $579K
UMB Bank, n.a. 0.01% Add +0.7% 11,721 $579K
Rehmann Capital Advisory Group 0.03% Reduce -80.0% 11,713 $578K
Carr Financial Group Corp 0.15% Add +0.0% 11,709 $578K
Empower Advisory Group, LLC 0.00% Reduce -26.7% 11,698 $578K
Xcelsior Advisor Partners LLC 0.22% Add +2.0% 11,612 $573K
Allen Capital Group, LLC 0.05% Reduce -0.4% 11,602 $573K
Ritholtz Wealth Management 0.01% Add +11.2% 11,578 $572K
Endeavor Private Wealth, Inc. 0.16% Reduce -10.1% 11,568 $571K
Key Financial Inc 0.10% Add +0.1% 11,480 $567K
Financial Life Planners 0.43% Reduce -1.3% 11,470 $566K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +50.7% 11,458 $566K
Florida Financial Advisors, LLC 0.14% Reduce -49.5% 11,431 $564K
CrossGen Wealth, LLC 0.49% Reduce -0.0% 11,403 $563K
Clear Harbor Asset Management, LLC 0.04% Add +66.1% 11,366 $561K
Icon Wealth Advisors, LLC 0.04% Reduce -35.9% 10,785 $560K
Elevatus Welath Management 0.29% Add +0.5% 11,314 $559K
GM Advisory Group, LLC 0.02% Add +22.5% 11,305 $558K
Tactive Advisors, LLC 0.16% Reduce -22.5% 11,300 $558K
Brightwater Advisory LLC 0.37% Reduce -5.0% 11,286 $557K
Quadrant Capital Group LLC 0.02% No change 11,248 $555K
Hexagon Capital Partners LLC 0.08% Add +6.7% 11,243 $555K
Clay Northam Wealth Management, LLC 0.31% Add +0.1% 11,240 $555K
Kaydan Wealth Management, Inc. 0.19% Add +4.4% 11,228 $554K
Purpose Unlimited Inc. 0.02% Add +284.0% 11,217 $554K
Jackson Hole Capital Partners, LLC 0.09% No change 11,208 $553K
Legacy Wealth Asset Management, LLC 0.13% No change 11,196 $553K
Ameriflex Group, Inc. 0.28% Add +0.0% 11,160 $551K
Lavelle Capital LP 0.34% No change 11,133 $550K
Toronto Dominion Bank 0.00% Reduce -95.3% 11,041 $545K
Swmg, LLC 0.16% Reduce -5.8% 11,031 $545K
RPG Investment Advisory, LLC 0.07% Add +1.9% 11,017 $544K
D.B. Root & Company, LLC 0.13% Add +41.3% 11,010 $544K
Aviance Capital Partners, LLC 0.06% Add +0.7% 11,001 $543K
Kintra Wealth, LLC 0.04% New 10,999 $543K
Cornerstone Advisory, LLC 0.05% Reduce -2.9% 10,996 $543K
Opinicus Capital, Inc. 0.38% Add +5.2% 10,929 $540K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -98.1% 10,898 $538K
Finward Bancorp 0.43% Reduce -0.6% 10,821 $534K
Jaffetilchin Investment Partners, LLC 0.03% Add +32.9% 10,819 $534K
Two West Capital Advisors LLC 0.28% Reduce -12.5% 10,283 $534K
Main Street Financial Solutions, LLC 0.04% Add +15.8% 10,796 $533K
Waystone Advisors LLC 0.47% Add +2.7% 10,718 $529K
J. Safra Sarasin Holding AG 0.01% Reduce -65.2% 10,851 $525K
Vident Advisory, LLC 0.00% Reduce -13.3% 10,628 $525K
Legacy Private Trust Co. 0.03% Reduce -62.9% 10,623 $524K
GEM Asset Management, LLC 0.23% Reduce -0.3% 10,622 $524K
Disciplined Investors, L.L.C. 0.31% Add +0.1% 10,571 $522K
Lake Street Private Wealth, LLC 0.07% Reduce -2.1% 10,555 $521K
Vertex Planning Partners, LLC 0.10% Add +122.4% 10,439 $515K
Brave Asset Management Inc. 0.12% No change 10,374 $512K
Range Advisory, LLC 0.10% Reduce -10.3% 10,372 $512K
Fortem Financial Group, LLC 0.13% Reduce -7.5% 10,365 $512K
Wealth Advisory Solutions, LLC 0.11% Add +0.8% 10,354 $511K
Destination Wealth Management 0.01% Add +5.2% 10,337 $510K
Eagle Wealth Advisors LLC 0.47% No change 10,331 $510K
Guyasuta Investment Advisors Inc. 0.03% Add +4.8% 10,323 $510K
Lodestone Wealth Management LLC 0.20% Add +0.4% 10,316 $509K
Savvy Advisors, Inc. 0.01% Add +26.9% 10,246 $506K
Condor Capital Management 0.04% Reduce -7.6% 10,243 $506K
Seven Springs Wealth Group, LLC 0.12% No change 10,206 $504K
Braun Stacey Associates Inc. 0.02% Reduce -2.0% 10,201 $504K
James Investment Research, Inc. 0.06% Reduce -11.3% 10,182 $503K
Coyle Financial Counsel LLC 0.11% Add +0.2% 10,181 $503K
Caldwell Sutter Capital, Inc. 0.20% No change 10,157 $501K
Retirement Income Solutions, Inc. 0.08% No change 10,062 $497K
JMG Financial Group, Ltd. 0.01% Add +17.5% 10,054 $496K
Diversified Enterprises, LLC 0.03% Add +0.9% 10,048 $496K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -2.3% 10,047 $496K
Daybright Advisory Services, Inc. 0.14% Reduce -11.0% 10,045 $496K
Gallagher Fiduciary Advisors, LLC 0.02% Add +66.5% 10,042 $496K
Bedel Financial Consulting, Inc. 0.06% Reduce -0.4% 10,039 $496K
Select Asset Management & Trust 0.15% No change 10,035 $495K
Ameliora Wealth Management Ltd. 0.16% No change 10,000 $494K
Drexel Morgan & Co. 0.07% No change 10,000 $494K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +25.2% 9,943 $491K
Wealth Architects, LLC 0.04% Reduce -0.1% 9,911 $489K
Brooklyn Investment Group 0.02% Add +14.0% 9,903 $489K
American State Bank (Iowa) 0.23% Reduce -11.0% 9,891 $488K
Caliber Wealth Management, LLC / KS 0.05% Reduce -21.2% 9,832 $485K
Choate Investment Advisors 0.01% Reduce -20.0% 9,817 $485K
Fortis Capital Management LLC 0.06% Add +134.6% 9,809 $484K
Mathes Company, Inc. 0.18% No change 9,800 $484K
Summit Wealth Partners, LLC 0.08% New 9,799 $484K
Optivise Advisory Services LLC 0.29% Reduce -4.6% 9,776 $483K
Continuum Advisory, LLC 0.05% Add +7.5% 9,757 $482K
Tyche Wealth Partners LLC 0.07% Reduce -1.4% 9,742 $481K
Integral Investment Advisors, Inc. 0.12% No change 9,702 $479K
Bridgewater Advisors Inc. 0.03% Add +140.8% 9,385 $479K
Advisor OS, LLC 0.03% Add +115.9% 9,678 $478K
WealthBridge Capital Management, LLC 0.11% Reduce -18.9% 9,629 $475K
Meridian Financial Advisors, LLC 0.26% Reduce -5.0% 9,625 $475K
Carnegie Lake Advisors LLC 0.19% Reduce -24.3% 9,623 $475K
Tiller Private Wealth, Inc. 0.17% Add +0.2% 9,549 $471K
Eldridge Investment Advisors, Inc. 0.10% Add +0.9% 9,520 $470K
Belvedere Trading LLC 0.06% Reduce -59.8% 9,497 $469K
Nikulski Financial, Inc. 0.12% Add +5.2% 9,456 $467K
Leo Wealth, LLC 0.03% Reduce -8.6% 9,449 $466K
HM Payson & Co. 0.01% No change 9,339 $461K
HUB Investment Partners, LLC 0.01% Add +7.1% 9,317 $460K
Bouchey Financial Group, Ltd. 0.03% Add +14.5% 8,937 $459K
Sagespring Wealth Partners, LLC 0.01% Reduce -36.8% 9,281 $458K
Purkiss Capital Advisors LLC 0.20% Reduce -0.7% 9,217 $455K
Johnson Financial Group, Inc. 0.02% Reduce -1.3% 9,181 $453K
Atticus Wealth Management, LLC 0.12% Reduce -25.8% 9,133 $451K
Smith Chas P & Associates Pa Cpas 0.02% Add +3.5% 9,114 $450K
Verus Capital Partners, LLC 0.03% Add +6.4% 9,055 $447K
Sharkey, Howes & Javer 0.06% Add +0.0% 9,046 $447K
Collaborative Wealth Managment Inc. 0.21% Reduce -19.0% 9,042 $446K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -7.6% 9,021 $445K
Levin Capital Strategies, L.P. 0.03% Reduce -10.0% 9,000 $444K
Gratus Wealth Advisors, LLC 0.06% Reduce -2.4% 8,957 $442K
First Foundation Advisors 0.02% Reduce -17.3% 8,955 $442K
Innovative Asset Advisors Group, LLC 0.25% — 8,938 $441K
1ST Source Bank 0.02% Add +42.9% 8,935 $441K
Redwood Investment Management, LLC 0.05% New 8,931 $441K
Sequent Planning LLC 0.11% Add +106.6% 8,928 $441K
Raab & Moskowitz Asset Management LLC 0.10% Reduce -18.7% 8,919 $440K
Ducere Wealth Management LLC 0.17% Reduce -2.3% 8,915 $440K
Capital Advisors Inc. 0.01% Reduce -3.2% 8,905 $440K
Titleist Asset Management, LLC 0.03% Add +5.6% 8,868 $438K
Global Assets Advisory, LLC 0.13% Reduce -19.8% 8,868 $438K
AlphaStar Capital Management, LLC 0.03% Reduce -14.8% 8,854 $437K
Richmond Investment Services, LLC 0.07% Reduce -14.9% 8,823 $436K
Strategic Financial Concepts, LLC 0.11% Add +131.9% 8,820 $435K
FSM Wealth Advisors, LLC 0.06% No change 8,788 $434K
YHB Investment Advisors, Inc. 0.03% Reduce -2.0% 8,757 $432K
Chicago Wealth Management, Inc. 0.17% Reduce -95.8% 8,723 $431K
Evolve Private Wealth, LLC 0.02% Add +43.2% 8,717 $430K
Burling Wealth Partners, LLC 0.07% Reduce -1.4% 8,712 $430K
Rothschild Investment LLC 0.02% Add +0.1% 8,701 $430K
Denver Wealth Management, Inc. 0.15% Add +59.2% 8,682 $429K
Perryman Financial Advisory Inc. 0.06% Add +4.2% 8,633 $426K
BTG Pactual Asset Management US LLC 0.04% Add +1.8% 8,617 $425K
Destiny Capital Corp 0.23% No change 8,615 $425K
Royal Capital Wealth Management, LLC 0.26% Reduce -7.5% 8,600 $425K
Signature Equity Partners, LLC 0.23% Reduce -63.2% 8,586 $424K
Fischer Investment Strategies, LLC 0.25% Reduce -55.1% 8,570 $423K
Forum Financial Management, LP 0.01% New 8,557 $422K
ELCO Management Co., LLC 0.20% No change 8,505 $420K
HMV Wealth Advisors, LLC 0.20% Add +2.3% 8,504 $420K
Aprio Wealth Management, LLC 0.02% Reduce -0.3% 8,490 $419K
Mosaic Financial Group, LLC 0.30% Add +0.6% 8,484 $419K
Stelac Advisory Services LLC 0.08% Add +21.6% 8,481 $419K
Duncker Streett & Co. Inc. 0.08% Add +21.0% 8,470 $418K
All Terrain Financial Advisors, LLC 0.13% Reduce -1.2% 8,428 $416K
One Wealth Management Investment & Advisory Services, LLC 0.50% No change 8,419 $416K
Aurora Private Wealth, Inc. 0.29% Reduce -20.0% 7,575 $414K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% No change 8,335 $411K
Hyundai Investments Co., Ltd. 0.46% Reduce -12.7% 8,488 $410K
Premier Private Wealth Management LLC 0.43% Add +5.6% 8,297 $410K
CMH Wealth Management LLC 0.07% New 8,290 $409K
Freedom Investment Management, Inc. 0.12% Reduce -29.4% 8,289 $409K
Romano Brothers and Company 0.05% No change 8,287 $409K
Kathmere Capital Management, LLC 0.03% Add +93.1% 8,266 $408K
Capital Analysts, LLC 0.01% Add +41.0% 8,267 $408K
Alterna Wealth Management, Inc. 0.31% Reduce -11.1% 8,260 $408K
Carret Asset Management, LLC 0.04% Add +6.7% 8,258 $408K
Formidable Asset Management, LLC 0.06% Reduce -9.2% 7,432 $407K
Strategic Family Wealth Counselors, L.L.C. 0.11% Add +0.3% 8,245 $407K
International Private Wealth Advisors LLC 0.25% Reduce -16.4% 8,210 $405K
Hudson Portfolio Management LLC 0.34% No change 8,189 $404K
Southland Equity Partners LLC 0.08% Add +2.4% 8,184 $404K
Hamilton Capital Partners, LLC 0.13% Reduce -69.9% 8,157 $403K
Wealth Preservation Advisors, LLC 0.33% Reduce -33.4% 8,134 $402K
Winthrop Advisory Group LLC 0.03% Add +1.1% 8,104 $400K
HCR Wealth Advisors 0.04% Reduce -5.5% 8,088 $399K
Patriot Investment Management Group, Inc. 0.03% No change 8,086 $399K
Stratos Investment Management, LLC 0.02% Add +96.5% 8,079 $399K
Americana Partners, LLC 0.01% Reduce -40.4% 8,069 $398K
First Growth Capital LLC 0.36% No change 8,053 $398K
LifeSteps Financial, Inc. 0.25% No change 8,064 $398K
Smithbridge Asset Management Inc. 0.06% Add +17.2% 8,056 $398K
Cowa, LLC 0.11% No change 8,000 $395K
Patriot Financial Group Insurance Agency, LLC 0.02% Add +102.0% 7,998 $395K
tru Independence LLC 0.20% Reduce -20.7% 7,991 $395K
Salem Investment Counselors Inc. 0.01% Reduce -0.2% 7,971 $394K
Arwa LLC 0.19% Reduce -18.3% 7,649 $393K
Independence Bank of Kentucky 0.05% Add +1.7% 7,945 $392K
Spinnaker Investment Group, LLC 0.08% Add +2.9% 7,933 $392K
Aspen Investment Management Inc 0.12% Add +9.9% 7,923 $391K
Comprehensive Financial Consultants Institutional, Inc. 0.12% Reduce -4.6% 7,914 $391K
Severin Investments, LLC 0.34% Reduce -9.2% 7,907 $390K
SmartHarvest Portfolios, LLC 0.16% No change 7,889 $389K
Strategic Advisors LLC 0.06% Reduce -8.3% 7,861 $388K
Tranquilli Financial Advisor LLC 0.23% Add +6.0% 7,849 $388K
Triad Wealth Partners, LLC 0.03% Add +33.4% 7,802 $385K
Herold Advisors, Inc. 0.08% Reduce -0.3% 7,792 $385K
Ancora Advisors LLC 0.01% Add +0.1% 7,778 $384K
Arcus Capital Partners, LLC 0.14% Reduce -62.2% 7,773 $384K
Roman Butler Fullerton & Co. 0.10% Add +24.1% 7,445 $381K
Sageworth Trust Co 0.02% No change 7,720 $381K
Grandview Asset Management LLC 0.11% Reduce -8.5% 7,699 $380K
Berkshire Asset Management LLC 0.02% Reduce -0.1% 7,683 $379K
Agate Pass Investment Management, LLC 0.15% No change 7,682 $379K
Arvest Bank Trust Division 0.02% No change 7,674 $379K
Procyon Advisors, LLC 0.02% Reduce -13.0% 7,667 $379K
Bryn Mawr Trust Advisors, LLC 0.02% Add +7.2% 7,647 $378K
Washburn Capital Management, Inc. 0.22% Reduce -24.4% 7,615 $376K
Riverview Capital Advisers, LLC 0.13% Add +0.3% 7,607 $376K
Harbor Asset Planning, Inc. 0.31% Add +0.5% 7,550 $373K
Private Capital Management, LLC 0.04% Reduce -3.5% 7,534 $372K
Accurate Wealth Management, LLC 0.04% Reduce -15.4% 7,321 $372K
Cordoba Advisory Partners LLC 0.10% Reduce -70.2% 7,520 $371K
Richardson Capital Management LLC 0.18% No change 7,509 $371K
Traynor Capital Management, Inc. 0.02% Add +0.4% 7,647 $370K
Core Alternative Capital 0.11% No change 7,470 $369K
Proffitt & Goodson Inc. 0.06% Reduce -3.3% 7,436 $367K
Bokf, NA 0.01% No change 7,435 $367K
Tannin Capital LLC 0.27% Reduce -13.0% 7,423 $366K
AmeriServ Wealth Advisors 0.23% Reduce -17.4% 7,379 $364K
Sage Capital Advisors,llc 0.08% Reduce -3.9% 7,339 $362K
Chapin Davis, Inc. 0.08% Add +23.4% 7,328 $362K
Resonant Capital Advisors, LLC 0.02% No change 7,310 $361K
LFA - Lugano Financial Advisors SA 0.18% No change 7,300 $360K
Wellington Shields Capital Management, LLC 0.05% Reduce -59.5% 7,297 $360K
Liberty Wealth Management LLC 0.04% Reduce -4.2% 7,270 $359K
Accredited Investors Inc. 0.02% Add +8.1% 7,249 $358K
RiverFront Investment Group, LLC 0.01% Add +1.2% 7,242 $358K
Fiduciary Financial Group, LLC 0.05% Reduce -2.4% 7,226 $357K
Cullen Capital Management, LLC 0.00% Reduce -89.9% 7,222 $357K
Waterway Wealth Management, LLC 0.08% Reduce -3.5% 7,191 $355K
Sunbelt Securities, Inc. 0.02% Reduce -6.5% 7,187 $355K
Silvercrest Asset Management Group LLC 0.00% Reduce -1.0% 7,183 $355K
Crewe Advisors LLC 0.03% Reduce -2.7% 7,182 $355K
Pinnacle Financial Group, LLC / IL 0.10% Add +1.6% 7,178 $354K
Talisman Wealth Advisors LLC 0.29% Reduce -27.6% 7,176 $354K
Murphy & Mullick Capital Management Corp 0.26% Add +13.6% 7,167 $354K
Farmers & Merchants Investments Inc. 0.01% Add +39.0% 7,133 $352K
Lewis Asset Management, LLC 0.14% Add +9.0% 7,127 $352K
Central Bank & Trust Co. 0.06% Reduce -0.3% 7,117 $351K
Black Diamond Financial, LLC 0.04% Reduce -5.2% 7,116 $351K
Arkos Global Advisors 0.04% No change 7,107 $351K
Vertrix Wealth Management, LLC 0.13% — 7,107 $351K
D. E. Shaw & Co. 0.00% Reduce -95.8% 7,100 $351K
Total Wealth Planning & Management, Inc. 0.28% Reduce -38.0% 7,084 $350K
Turtle Creek Wealth Advisors, LLC 0.03% Reduce -55.7% 7,083 $350K
Centerpoint Advisory Group 0.26% Add +8.2% 7,050 $348K
Juncture Wealth Strategies, LLC 0.12% Reduce -4.3% 7,049 $348K
Register Financial Advisors LLC 0.13% Add +2.8% 7,046 $348K
Solutions 4 Wealth, Ltd 0.52% Reduce -20.5% 7,028 $347K
Fusion Capital, LLC 0.09% Reduce -11.5% 7,021 $347K
Keel Point, LLC 0.02% Reduce -95.3% 6,995 $345K
Elevated Financial Group LLC 0.11% Add +4.3% 6,993 $345K
Vista Investment Management 0.12% No change 6,958 $344K
Peak Retirement Planning, Inc. 0.07% Add +0.4% 6,958 $344K
Resurgent Financial Advisors LLC 0.13% Reduce -5.3% 6,948 $343K
MSH Capital Advisors LLC 0.07% Reduce -26.2% 6,948 $343K
Magnolia Capital Management Ltd. 0.23% No change 6,955 $343K
Sonata Capital Group Inc. 0.13% Add +7.8% 6,900 $341K
Gradient Capital Advisors, LLC 0.09% Reduce -8.8% 6,895 $340K
Evelyn Partners Investment Management (Europe) Ltd 0.12% No change 6,890 $340K
Hazlett, Burt & Watson, Inc. 0.11% Add +0.0% 6,891 $340K
Analyst IMS Investment Management Services Ltd. 0.01% Reduce -6.1% 6,895 $340K
SkyOak Wealth, LLC 0.06% No change 6,881 $340K
TigerOak Management, L.L.C. 0.11% Reduce -1.4% 6,869 $339K
Manchester Capital Management LLC 0.05% No change 6,857 $339K
STAR Financial Bank 0.16% Reduce -5.8% 6,851 $338K
First County Bank 0.18% Reduce -4.7% 6,811 $336K
Zacks Investment Management 0.00% Add +2.7% 6,786 $335K
Rollins Financial Advisors, LLC 0.05% Reduce -60.8% 6,785 $335K
Clark Asset Management, LLC 0.03% Reduce -13.0% 6,783 $335K
Calamos Wealth Management LLC 0.01% Add +45.9% 6,760 $334K
Calamos Advisors LLC 0.00% New 6,760 $334K
TrustBank 0.13% Reduce -2.8% 6,727 $332K
Mattern Wealth Management LLC 0.06% No change 6,726 $332K
Sterling Investment Management, LLC 0.20% Reduce -1.0% 6,725 $332K
Aull & Monroe Investment Management Corp 0.15% No change 6,709 $331K
Investment Advisory Services Inc. /TX 0.11% Add +2.0% 6,703 $331K
Concorde Asset Management, LLC 0.16% Add +36.6% 6,663 $329K
IPG Investment Advisors LLC 0.06% Reduce -78.2% 6,650 $328K
Delta Capital Management LLC 0.18% No change 6,650 $328K
Purewater Capital LLC 0.31% — 6,643 $328K
Legacy Edge Advisors, LLC 0.03% Reduce -14.9% 6,631 $327K
First Heartland Consultants, Inc. 0.03% Add +4.0% 6,624 $327K
Wealthspire Retirement, LLC 0.02% Reduce -10.3% 6,616 $327K
Smith Thornton Advisors LLC 0.16% Reduce -5.7% 6,608 $326K
Laurel Oak Wealth Management, LLC 0.05% Add +7.4% 6,590 $325K
InTrack Investment Management Inc 0.19% Reduce -3.3% 6,586 $325K
Clarity Capital Advisors, LLC 0.15% No change 6,576 $325K
River Wealth Advisors LLC 0.04% Reduce -3.0% 6,563 $324K
Richard W. Paul & Associates, LLC 0.11% Reduce -0.4% 6,547 $323K
Vestor Capital, LLC 0.02% Add +272.3% 6,549 $323K
Vienna Asset Management LLC 0.25% New 6,465 $319K
Bienville Capital Management, LLC 0.06% Reduce -2.2% 6,446 $318K
SFE Investment Counsel 0.05% Reduce -2.3% 6,441 $318K
First United Bank & Trust 0.10% Reduce -5.1% 6,440 $318K
CRA Financial Services, LLC 0.04% Add +0.2% 6,399 $316K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.13% Add +0.1% 6,386 $315K
Holland Advisory Services, Inc. 0.42% No change 6,370 $314K
JM2 Capital Inc. 0.26% Add +8.8% 6,344 $313K
Bulltick Wealth Management, LLC 0.07% Add +12.5% 6,340 $313K
Harmony Asset Management LLC 0.10% Reduce -20.4% 6,327 $312K
Canton Hathaway, LLC 0.06% Add +41.8% 6,316 $312K
Boreal Capital Management LLC 0.30% Add +0.0% 6,290 $311K
Macro Advisors, Inc. 0.13% — 6,288 $310K
SlateStone Wealth, LLC 0.03% Add +2.6% 6,251 $309K
Richard Bernstein Advisors LLC 0.01% Reduce -57.6% 6,244 $308K
Arista Wealth Management, LLC 0.04% Reduce -0.1% 6,215 $307K
Mayflower Financial Advisors, LLC 0.04% Add +0.0% 6,214 $307K
Lighthouse Financial LLC 0.19% Reduce -24.4% 6,211 $307K
Fortis Advisors, LLC 0.15% Reduce -9.4% 6,208 $306K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.46% Reduce -73.5% 6,200 $306K
Argyle Capital Partners, LLC 0.22% Reduce -1.7% 6,193 $306K
Steinberganna Wealth Management 0.15% No change 6,175 $305K
Second Line Capital, LLC 0.06% Reduce -2.3% 5,823 $304K
Carlson Financial, Inc. 0.18% Add +3.6% 6,147 $303K
Entelevest, LLC 0.31% Reduce -16.4% 6,125 $302K
Wernau Asset Management Inc. 0.31% No change 6,122 $302K
Millstone Evans Group, LLC 0.18% Add +0.0% 6,114 $302K
Sovereign Financial Group, Inc. 0.05% Add +59.5% 6,084 $300K
Pointe Capital Management LLC 0.15% No change 6,072 $300K
Stock Yards Bank & Trust Co. 0.01% Add +6.8% 6,070 $300K
Ironwood Investment Counsel, LLC 0.04% Add +28.8% 6,025 $298K
Pettinga Financial Advisors LLC 0.06% Reduce -51.1% 6,015 $297K
1834 Investment Advisors Co. 0.04% Reduce -13.5% 6,014 $297K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -15.1% 6,000 $296K
Loomis Sayles & Co. L P 0.00% Add +35.4% 5,962 $294K
Acorn Wealth Advisors, LLC 0.09% Add +0.2% 5,957 $294K
Safeguard Investment Advisory Group, LLC 0.08% Add +15.5% 5,954 $294K
Third View Private Wealth, LLC 0.04% Reduce -6.6% 5,941 $293K
Arbor Investment Advisors, LLC 0.04% Add +4.7% 5,921 $292K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -44.6% 5,859 $292K
Avestar Capital, LLC 0.02% Reduce -0.8% 5,915 $292K
Headlands Technologies LLC 0.03% New 5,890 $291K
Bayban 0.25% No change 5,887 $291K
Strategic Wealth Partners, Ltd. 0.02% No change 5,884 $291K
BIP Wealth, LLC 0.01% New 5,869 $290K
Horrell Capital Management, Inc. 0.13% Reduce -0.1% 5,832 $288K
Asset Management Group, Inc. 0.05% Reduce -7.0% 5,832 $288K
Clear Wave Wealth Management LLC 0.07% — 5,820 $287K
Medallion Wealth Advisors, LLC 0.09% Reduce -7.8% 5,800 $286K
Copia Wealth Management 0.20% Reduce -58.9% 5,774 $285K
Pekin Hardy Strauss, Inc. 0.03% No change 5,765 $285K
Lloyd Advisory Services, LLC. 0.08% Add +0.0% 5,753 $284K
Kingdom Financial Group LLC. 0.08% Add +4.0% 5,753 $284K
SilverOak Wealth Management LLC 0.04% No change 5,727 $283K
Lionshead Wealth Management, LLC 0.21% No change 5,724 $283K
Cpwa, LLC 0.34% — 5,518 $282K
Cape Investment Advisory, Inc. 0.09% Reduce -0.3% 5,703 $282K
McHugh Group, LLC 0.17% Reduce -6.6% 5,700 $281K
United Advisor Group, LLC 0.03% Reduce -7.9% 5,682 $281K
Eubel Brady & Suttman Asset Management Inc. 0.04% No change 5,665 $280K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +10.7% 5,638 $278K
Sykon Capital LLC 0.09% Reduce -96.7% 5,614 $277K
Bluespring Wealth Management, LLC 0.02% Reduce -4.0% 5,591 $276K
Eastern Bank 0.00% Reduce -2.0% 5,581 $276K
Athena Investment Management 0.14% No change 5,570 $275K
Journey Strategic Wealth LLC 0.01% Reduce -23.8% 5,551 $274K
Beacon Capital Management, LLC 0.05% Add +0.3% 5,517 $272K
Twin Focus Capital Partners, LLC 0.03% No change 5,479 $270K
Arcataur Capital Management LLC 0.08% Reduce -0.7% 5,476 $270K
Blue Water Asset Management 0.09% Add +0.5% 5,469 $270K
LeClair Wealth Partners LLC 0.09% New 5,469 $270K
Pictet North America Advisors SA 0.03% No change 5,467 $270K
Coquina Private Wealth LLC 0.22% Reduce -36.7% 5,467 $270K
Cavalier Investments, LLC 0.07% Reduce -96.4% 5,465 $270K
Nvwm, LLC 0.06% Add +2.9% 5,452 $269K
Rare Wolf Capital LLC 0.17% No change 5,437 $268K
BSW Wealth Partners 0.03% Add +0.3% 5,434 $268K
Tortuga Wealth Management, Inc 0.25% Add +2.0% 5,429 $268K
Vines Capital Management, LLC 0.26% Add +4.2% 5,412 $267K
Lifetime Wealth Management P.C. 0.16% Reduce -6.4% 5,409 $267K
Community Bank, N.A. 0.03% Add +72.8% 5,410 $267K
MWA Asset Management 0.15% Add +30.3% 5,399 $267K
Wealth Alliance Advisory Group, LLC 0.04% No change 5,396 $266K
Seelaus Asset Management LLC 0.19% Reduce -8.8% 5,394 $266K
Elevated Capital Advisors, LLC 0.07% No change 5,349 $264K
Huntleigh Advisors, Inc. 0.04% Add +9.2% 5,333 $263K
LaSalle St. Investment Advisors, LLC 0.04% Add +0.3% 5,329 $263K
Dopkins Wealth Management, LLC 0.11% No change 5,305 $262K
Rockbridge Investment Management, LCC 0.02% No change 5,292 $261K
Tulsa Wealth Advisors, INC 0.05% New 5,290 $261K
Keystone Wealth Services, LLC 0.06% Reduce -46.6% 5,290 $261K
Carl P. Sherr & Co., LLC 0.12% No change 5,280 $261K
Marks Group Wealth Management, Inc 0.03% New 5,275 $260K
A4 Wealth Advisors LLC 0.22% Reduce -39.7% 5,266 $260K
Strategic Investment Advisors / MI 0.02% New 5,262 $260K
Marion Wealth Management 0.06% No change 5,252 $259K
Narwhal Capital Management 0.02% No change 5,250 $259K
Access Financial Services, Inc. 0.09% No change 5,245 $259K
Wealth Effects LLC 0.09% Reduce -11.7% 5,237 $259K
Flagstone Financial Management 0.06% No change 5,227 $258K
Summit Financial Strategies, Inc. 0.02% Reduce -9.1% 5,184 $256K
Adamsbrown Wealth Consultants LLC 0.07% Reduce -0.6% 5,180 $256K
Gryphon Financial Partners LLC 0.03% Add +37.0% 5,156 $255K
American National Bank & Trust 0.02% Reduce -0.4% 5,151 $254K
Greenwood Capital Associates LLC 0.03% Reduce -47.5% 5,143 $254K
Byrne Asset Management LLC 0.15% Add +0.5% 5,139 $254K
Clare Market Investments LLC 0.05% — 5,123 $253K
Fiscal Wisdom Wealth Management, LLC 0.24% No change 5,086 $251K
Members Wealth LLC 0.15% Add +22.2% 4,807 $251K
Avalon Capital Management 0.07% No change 5,081 $251K
Tucker Asset Management LLC 0.07% Add +59.5% 5,051 $249K
Investment Insight Wealth Management, LLC 0.27% Add +22.4% 5,044 $249K
Thompson Siegel & Walmsley LLC 0.00% Reduce -0.8% 5,043 $249K
Financial Partners Group, Inc 0.03% Add +0.2% 5,039 $249K
Tennessee Valley Asset Management Partners 0.03% Reduce -6.6% 5,038 $249K
Fell Capital Management 0.24% No change 5,025 $248K
PW Nova Financial Services LLC 0.07% New 5,020 $248K
Shufro Rose & Co. LLC 0.02% No change 5,000 $247K
Kapstone Financial Advisors LLC 0.12% Reduce -1.3% 4,989 $246K
Gray Private Wealth, LLC 0.12% No change 4,988 $246K
Pinnacle Bancorp, Inc. 0.07% No change 4,986 $246K
Midwest Financial Group LLC 0.10% Add +13.8% 4,971 $245K
Bearing Point Capital, LLC 0.04% Reduce -20.6% 4,958 $245K
Addison Advisors LLC 0.05% Reduce -18.0% 4,955 $245K
Omnitrust Wealth Management, Inc 0.32% Reduce -11.2% 4,947 $244K
Hourglass Capital, LLC 0.05% New 4,937 $244K
Patrick M Sweeney & Associates, Inc. 0.16% No change 4,924 $243K
White Lighthouse Investment Management Inc. 0.03% Add +1.6% 4,903 $242K
FWG Holdings, LLC 0.09% Reduce -0.3% 4,848 $242K
Sloy Dahl & Holst, LLC 0.03% No change 4,859 $240K
Wulff, Hansen & Co. 0.24% No change 4,855 $240K
First Financial Bankshares Inc 0.00% No change 4,846 $239K
SageView Advisory Group, LLC 0.01% Reduce -14.4% 4,832 $239K
Ark Wealth Advisors LLC 0.24% Reduce -49.2% 4,831 $239K
Plotkin Financial Advisors, LLC 0.12% Add +18.5% 4,817 $238K
Tripletail Wealth Management, LLC 0.32% Reduce -4.0% 4,755 $236K
Balefire, LLC 0.04% Add +18.8% 4,770 $235K
National Wealth Management Group, LLC 0.09% Reduce -3.3% 4,745 $234K
Smith Asset Management Co., LLC 0.20% Reduce -6.5% 4,742 $234K
Diversified Portfolios, Inc. 0.02% No change 4,726 $233K
Facet Wealth, Inc. 0.00% Add +5.6% 4,696 $232K
Peoples Financial Services Corp. 0.11% Reduce -1.6% 4,688 $231K
Cyndeo Wealth Partners, LLC 0.01% Reduce -24.9% 4,676 $231K
Capital Square, LLC 0.11% Reduce -9.8% 4,488 $231K
Financial Solutions Advisory Group, Inc. 0.03% — 4,671 $231K
Synergy Investment Management, LLC 0.08% Add +9.9% 4,666 $230K
Coordinated Financial Services, Inc. 0.13% Reduce -24.0% 4,655 $230K
Silver Oak Securities, Incorporated 0.02% Reduce -28.6% 4,643 $229K
Claret Asset Management Corp 0.03% Reduce -0.8% 4,639 $229K
Axim Planning & Wealth 0.28% Reduce -18.7% 4,636 $229K
Apella Capital, LLC 0.00% New 4,360 $229K
Quartz Partners, LLC 0.09% Reduce -7.2% 4,630 $229K
Orion Capital Management LLC 0.08% Add +0.0% 4,624 $228K
RFG Holdings, Inc. 0.06% No change 4,624 $228K
Kellett Wealth Advisors, LLC 0.12% Add +0.1% 4,616 $228K
Cim, LLC 0.03% Reduce -2.4% 4,609 $228K
American Trust 0.02% Reduce -4.9% 4,606 $227K
Smartleaf Asset Management LLC 0.01% Add +62.7% 4,696 $227K
Colonial Trust Co / SC 0.03% No change 4,600 $227K
Aua Capital Management, LLC 0.12% No change 4,596 $227K
GenTrust, LLC 0.01% Reduce -75.3% 4,587 $226K
Straight Path Wealth Management 0.06% Add +0.3% 4,574 $226K
Vigil Wealth Management, LLC 0.18% No change 4,573 $226K
Legacy Financial Independent Advisors LLC 0.12% — 4,569 $226K
Mather Group, Llc. 0.00% Reduce -10.7% 4,564 $225K
First National Bank & Trust Co. of Newtown 0.05% No change 4,551 $225K
Sweeney & Michel, LLC 0.07% Add +0.5% 4,340 $224K
Strategies Wealth Advisors, LLC 0.02% Reduce -13.7% 4,532 $224K
Amicus Financial Advisors, LLC 0.06% Reduce -2.1% 4,528 $224K
North Dallas Bank & Trust Co. 0.15% No change 4,528 $224K
Archer Investment Management, LLC 0.09% Reduce -85.9% 4,525 $223K
Lazari Capital Management, Inc. 0.08% Add +0.0% 4,516 $223K
Allen Mooney & Barnes Investment Advisors LLC 0.03% Add +0.3% 4,506 $222K
CAP Partners, LLC 0.13% Add +8.0% 4,501 $222K
USA Financial Formulas 0.04% Reduce -9.0% 4,501 $222K
Nixon Peabody Trust Co. 0.02% No change 4,500 $222K
Potomac Fund Management Inc. 0.01% Add +10.9% 4,497 $222K
SeaBridge Investment Advisors LLC 0.04% No change 4,489 $222K
Victory Financial Group, LLC 0.03% Reduce -93.1% 4,461 $220K
Investor's Fiduciary Advisor Network, LLC 0.07% No change 4,471 $220K
Maia Wealth LLC 0.04% New 4,449 $220K
Weaver Consulting Group 0.05% Add +1.9% 4,429 $219K
Sawgrass Asset Management LLC 0.03% No change 4,425 $218K
Bank of Stockton 0.07% Reduce -78.2% 4,405 $217K
Cornerstone National Bank & Trust Co 0.08% New 4,396 $217K
NCP Inc. 0.36% Reduce -37.9% 4,400 $217K
Runnymede Capital Advisors, Inc. 0.19% New 4,400 $217K
KRS Capital Management, LLC 0.13% No change 4,400 $217K
MLP3, LLC 0.24% Add +0.0% 4,398 $217K
Crux Wealth Advisors 0.08% Reduce -40.9% 4,392 $217K
Highline Wealth Partners LLC 0.06% No change 4,388 $217K
Indivisible Partners 0.02% No change 4,324 $216K
Valley Wealth Managers, Inc. 0.01% Add +1.0% 4,377 $216K
Linscomb Wealth, Inc. 0.01% No change 4,363 $215K
Benedict Financial Advisors Inc. 0.04% Reduce -22.4% 4,358 $215K
Tortoise Investment Management, LLC 0.02% Reduce -19.0% 4,347 $215K
McGuire Capital Advisors Inc. 0.14% Reduce -4.0% 4,343 $214K
Regent Peak Wealth Advisors LLC 0.04% No change 4,333 $214K
Financial Sense Advisors, Inc. 0.05% Reduce -19.8% 4,331 $214K
Cottage Street Advisors LLC 0.09% Add +0.2% 4,315 $213K
Resources Management Corp. /CT/ 0.03% No change 4,318 $213K
Canopy Partners, LLC 0.07% No change 4,311 $213K
Searle & Co. 0.05% No change 4,302 $212K
Farmers National Bank 0.05% Reduce -14.6% 4,302 $212K
Sage Mountain Advisors LLC 0.01% No change 4,294 $212K
Sage Capital Management, LLC 0.10% No change 4,293 $212K
Fi3 FINANCIAL ADVISORS, LLC 0.06% No change 4,285 $212K
Parsons Capital Management Inc. 0.01% Reduce -24.1% 4,266 $211K
Insight Wealth Strategies, LLC 0.02% Add +0.5% 4,263 $210K
Capital Squared Financial LLC 0.16% Add +0.5% 4,250 $210K
Clear Creek Financial Management, LLC 0.02% New 4,242 $209K
Smith & Howard Wealth Management, LLC 0.05% No change 4,226 $209K
Bernardo Wealth Planning LLC 0.04% New 4,211 $208K
Higgins & Schmidt Wealth Strategies LLC 0.09% No change 4,206 $208K
Ellevest, Inc. 0.03% No change 4,175 $206K
Private Wealth Partners, LLC 0.02% Add +1.8% 4,175 $206K
AA Financial Advisors, LLC 0.03% Add +13.0% 4,162 $205K
Able Wealth Management LLC 0.05% Reduce -5.5% 4,159 $205K
Wellington Management Group LLP 0.00% Reduce -30.4% 4,147 $205K
Yarger Wealth Strategies, LLC 0.08% Add +0.4% 4,141 $204K
GLR Partners, LLC 0.11% — 4,125 $204K
Gerald Baker Financial Group LLC 0.06% — 4,120 $203K
Graves Light Lenhart Wealth, Inc. 0.02% No change 4,116 $203K
Dunhill Financial, LLC 0.05% Add +8.4% 4,112 $203K
Kirkwood Financial Services 0.07% Add +0.5% 4,111 $203K
Pacific Center for Financial Services 0.05% Reduce -16.9% 4,111 $203K
Atlas Brown,Inc. 0.06% Add +1.3% 4,110 $203K
Stonehaven Wealth & Tax Solutions, LLC 0.18% New 4,104 $203K
Howard Financial Services, LTD. 0.02% No change 4,099 $202K
Gemmer Asset Management LLC 0.02% No change 4,089 $202K
Retirement Planning Co of New England, Inc. 0.08% Add +0.4% 4,088 $202K
Latitude Advisors, LLC 0.09% Add +0.1% 4,070 $201K
Beaird Harris Wealth Management, LLC 0.01% No change 4,063 $201K
Sierra Summit Advisors LLC 0.03% Add +10.7% 4,060 $200K
W Advisors, LLC 0.10% No change 4,059 $200K
Bison Wealth, LLC 0.02% Reduce -4.8% 3,927 $200K
L & S Advisors Inc 0.03% Reduce -61.0% 4,054 $200K
Piedmont Capital Management, LLC 0.13% No change 4,032 $199K
Bollard Group LLC 0.01% Add +0.4% 4,011 $198K
Thompson Investment Management, Inc. 0.03% No change 4,001 $198K
2UniFi Bank 0.10% Reduce -11.1% 4,000 $197K
HHM Wealth Advisors, LLC 0.02% No change 3,840 $190K
Arlington Trust Co LLC 0.02% Add +384.2% 3,825 $189K
NFSG Corp 0.03% Add +9.7% 3,731 $184K
True Link Financial Advisors, LLC 0.01% Reduce -0.9% 3,718 $184K
Vanguard National Trust Co 0.01% — 3,699 $183K
Walsh & Associates, LLC 0.18% No change 3,677 $182K
Sound Income Strategies, LLC 0.01% Reduce -8.9% 3,654 $181K
Nemes Rush Group LLC 0.02% Add +1.4% 3,611 $178K
Avion Wealth 0.04% Add +14.9% 3,582 $176K
Gables Capital Management Inc. 0.07% No change 3,505 $173K
Missouri Trust & Investment Co 0.05% No change 3,484 $172K
Cornerstone Planning Group LLC 0.02% Add +2.0% 3,325 $171K
Harbor Investment Advisory, LLC 0.01% Reduce -17.4% 3,472 $171K
Integrity Financial Corp 0.08% No change 3,451 $170K
Clayton Financial Group LLC 0.09% Add +6.0% 3,391 $167K
Provident Wealth Management, LLC 0.05% Reduce -5.5% 3,321 $164K
Twin Peaks Wealth Advisors, LLC 0.04% New 3,206 $158K
Blue Bell Private Wealth Management, LLC 0.02% Add +0.3% 3,146 $155K
TIAA Wealth Investment Management LLC 0.00% — 3,150 $154K
Park Place Capital Corp 0.03% Add +179.9% 3,099 $153K
Protective Life Corp. 0.51% New 3,084 $152K
Global Wealth Strategies & Associates 0.04% Reduce -16.4% 3,047 $150K
Colonial Trust Advisors 0.01% No change 3,035 $150K
Asset Dedication, LLC 0.01% Reduce -14.8% 3,031 $150K
Grove Bank & Trust 0.02% Add +4.7% 3,019 $149K
Bogart Wealth, LLC 0.01% Add +16.3% 2,942 $145K
SJS Investment Consulting Inc. 0.02% Reduce -5.1% 2,936 $145K
First Command Advisory Services, Inc. 0.00% No change 2,930 $145K
DHJJ Financial Advisors, Ltd. 0.05% Add +4.0% 2,905 $143K
McIlrath & Eck, LLC 0.01% Add +0.4% 2,869 $142K
Princeton Global Asset Management LLC 0.02% Add +1.4% 2,707 $134K
Windsor Advisory Group, LLC 0.11% Reduce -44.1% 2,645 $131K
Barnes Dennig Private Wealth Management LLC 0.13% Reduce -0.2% 2,610 $129K
Hartford Financial Management Inc. 0.03% No change 2,600 $128K
Family Manage LLC 0.02% No change 2,584 $128K
Phillips Financial Management, LLC 0.01% No change 2,583 $128K
Hantz Financial Services, Inc. 0.00% Add +39.3% 2,582 $127K
Banque Cantonale Vaudoise 0.00% Reduce -58.5% 2,533 $125K
United Community Bank 0.04% Reduce -44.3% 2,528 $125K
Boyd Watterson Asset Management LLC 0.04% No change 2,506 $124K
Kelleher Financial Advisors 0.03% No change 2,425 $120K
Rice Partnership, LLC 0.02% Reduce -27.3% 2,400 $118K
SHP Wealth Management 0.01% Add +0.9% 2,333 $115K
Bartlett & Co. Wealth Management LLC 0.00% Add +65.8% 2,222 $115K
JTC Employer Solutions Trustee Ltd 0.01% No change 2,317 $114K
Valor Advisors LLC 0.09% No change 2,015 $110K
Hanson & Doremus Investment Management 0.01% No change 2,238 $110K
Price Financial Group Wealth Management, Inc 1.81% New 2,087 $110K
Keating Financial Advisory Services, Inc. 0.02% Reduce -55.4% 2,221 $110K
Rialto Wealth Management, LLC 0.02% Reduce -24.8% 2,217 $109K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.18% Add +22000.0% 2,210 $109K
Root Financial Partners, LLC 0.01% Reduce -49.7% 2,195 $108K
Wagner Wealth Management, LLC 0.02% Add +0.3% 2,186 $108K
Mosley Wealth Management 0.05% New 1,990 $107K
Bangor Savings Bank 0.01% Reduce -10.0% 2,170 $107K
Barrett & Company, Inc. 0.04% No change 2,129 $105K
Strive Financial Group ,LLC 0.05% Reduce -0.3% 2,096 $103K
Pension & Wealth Management Advisors, Inc. 0.03% Add +4.9% 2,060 $102K
Elevation Wealth Partners, LLC 0.04% Add +0.5% 2,007 $99K
Topsail Wealth Management, LLC 0.01% No change 2,000 $99K
KERR FINANCIAL PLANNING Corp 0.07% Reduce -43.8% 1,877 $98K
Wellington Grp LLC 0.03% Reduce -18.4% 1,970 $97K
Frazier Financial Advisors, LLC 0.05% No change 1,965 $97K
Avalon Trust Co 0.01% Reduce -21.1% 1,956 $97K
Cardiff Park Advisors, LLC 0.01% New 1,955 $97K
Glass Jacobson Investment Advisors llc 0.03% Reduce -14.8% 1,933 $95K
Winch Advisory Services, LLC 0.02% Add +0.4% 1,928 $95K
Fairscale Capital, LLC 0.07% No change 1,922 $95K
Abound Financial, LLC 0.04% No change 1,901 $94K
GGM Financial LLC 0.04% Reduce -14.2% 1,889 $93K
Plante Moran Financial Advisors, LLC 0.01% No change 1,841 $91K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,815 $90K
Vision Retirement, LLC 0.03% Add +10.3% 1,811 $89K
Tiaa Trust, National Association 0.01% Reduce -98.1% 1,800 $89K
Key Capital Management, INC 0.06% New 1,800 $89K
Chapman Financial Group, LLC 0.06% Add +12.6% 1,788 $88K
MeadowBrook Investment Advisors LLC 0.08% No change 1,763 $87K
Cherry Tree Wealth Management, LLC 0.02% Add +1342.2% 1,745 $86K
Syntax Research, Inc. 0.05% No change 1,737 $86K
Financial Perspectives, Inc 0.02% Add +0.2% 1,685 $83K
Guardian Wealth Advisors, LLC / NC 0.01% New 1,663 $82K
Oakworth Capital, Inc. 0.00% No change 1,663 $82K
Indiana Trust & Investment Management Co 0.03% No change 1,649 $81K
Basecamp Wealth Advisors LLC 0.02% New 1,642 $81K
New Republic Capital, LLC 0.03% No change 1,614 $80K
Versant Capital Management, Inc 0.01% Reduce -37.7% 1,605 $79K
Pacifica Partners Inc. 0.03% No change 1,562 $77K
Hollencrest Capital Management 0.00% Reduce -24.8% 1,529 $76K
Strategic Wealth Advisors LLC 0.06% No change 1,530 $75K
CBIZ Investment Advisory Services, LLC 0.00% No change 1,500 $74K
TD Capital Management LLC 0.01% Add +0.3% 1,489 $74K
Legacy Bridge, LLC 0.03% No change 1,485 $73K
Coston, McIsaac & Partners 0.02% No change 1,452 $71K
Lazard Asset Management LLC 0.00% No change 1,425 $70K
Truvestments Capital LLC 0.01% Reduce -0.1% 1,405 $69K
Consultiva Wealth Management, Corp. 0.20% No change 1,400 $69K
Investment Research & Advisory Group, Inc. 0.02% Add +0.4% 483 $67K
Old Second National Bank of Aurora 0.01% No change 1,338 $66K
Founders Capital Management 0.03% Add +0.1% 1,336 $66K
Nalls Sherbakoff Group, LLC 0.05% Reduce -25.5% 1,313 $65K
St Germain D J Co. Inc. 0.00% Reduce -29.1% 1,289 $64K
Triumph Capital Management 0.01% Add +20.5% 1,287 $64K
CGC Financial Services, LLC 0.02% No change 1,280 $63K
Davis Capital Management 0.04% No change 1,265 $62K
Hamilton Point Investment Advisors, LLC 0.01% Reduce -10.3% 1,250 $62K
Tidemark, LLC 0.02% Add +50.2% 1,224 $60K
Bare Financial Services, Inc 0.02% No change 1,217 $60K
Townsend Asset Management Corp. /NC/ 0.02% Add +17085.7% 1,203 $59K
Gill Capital Partners, LLC 0.02% New 1,200 $59K
SYM FINANCIAL Corp 0.01% No change 1,183 $58K
Fairway Wealth LLC 0.02% New 1,175 $58K
Scarborough Advisors, LLC 0.01% Add +0.4% 1,160 $57K
NorthAvenue LLC 0.05% No change 1,151 $57K
MassMutual Private Wealth & Trust, FSB 0.00% Add +53.3% 1,150 $57K
REAP Financial Group, LLC 0.01% Reduce -44.2% 1,134 $56K
Olistico Wealth, LLC 0.03% No change 1,132 $56K
Perkins Coie Trust Co 0.01% No change 1,115 $55K
MPWM Advisory Solutions, LLC 0.03% Reduce -2.2% 1,108 $55K
Smallwood Wealth Investment Management, LLC 0.03% No change 1,097 $54K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 1,089 $54K
Wellington-Altus USA Inc. 0.03% Add +66.7% 1,000 $54K
Redwood Park Advisors LLC 0.04% Add +71.5% 1,072 $53K
Sittner & Nelson, LLC 0.02% No change 1,064 $53K
Piscataqua Savings Bank 0.04% No change 1,054 $52K
Morse Asset Management, Inc 0.01% Reduce -49.2% 1,032 $51K
Pursuit Wealth Strategies, LLC 0.07% Add +0.5% 1,031 $51K
Dorato Capital Management 0.04% No change 975 $50K
Ares Financial Consulting, LLC 0.04% No change 1,000 $49K
Hyposwiss Advisors SA 0.05% No change 1,000 $49K
Bellevue Asset Management, LLC 0.02% No change 1,000 $49K
Armor Investment Advisors, LLC 0.02% No change 978 $48K
RMG Wealth Management LLC 0.01% No change 941 $48K
Roxbury Financial LLC 0.04% Add +0.4% 954 $47K
Investors Research Corp 0.01% Reduce -20.7% 944 $47K
Ankerstar Wealth, LLC 0.05% Add +0.1% 928 $46K
Edmond DE Rothschild Holding S.A. 0.00% No change 920 $45K
Align Financial, LLC 0.03% Reduce -98.2% 908 $45K
Capital Investment Counsel, Inc 0.01% No change 875 $43K
Archer Investment Corp 0.01% No change 852 $42K
Symmetry Investments LP 0.01% New 850 $42K
Dagco, Inc. 0.01% No change 840 $41K
BankChampaign, National Association 0.04% New 839 $41K
Evolution Wealth Management Inc. 0.03% Reduce -19.3% 836 $41K
Hilton Head Capital Partners, LLC 0.02% No change 818 $40K
Sumitomo Mitsui Financial Group, Inc. 0.00% Add +47.5% 817 $40K
LM Advisors LLC 0.22% Add +3.3% 1,982 $40K
Foster Dykema Cabot & Partners, LLC 0.00% No change 808 $40K
First Community Trust NA 0.03% No change 778 $38K
Providence Capital Advisors, LLC 0.01% Add +13.0% 775 $38K
Vermillion Wealth Management, Inc. 0.02% Add +1.9% 771 $38K
Trask Adam Roland 0.04% — 760 $38K
Hickory Point Bank & Trust 0.02% New 758 $37K
Mountain Hill Investment Partners Corp. 0.02% No change 750 $37K
Exchange Traded Concepts, LLC 0.00% Reduce -99.6% 734 $36K
Center for Financial Planning, Inc. 0.00% No change 725 $36K
Cranbrook Wealth Management, LLC 0.01% Add +663.2% 725 $36K
Pioneer Family Office, LLC 0.02% Add +0.3% 690 $34K
Greykasell Wealth Strategies, Inc. 0.01% Add +25.3% 688 $34K
Retiremitten Financial LLC 0.02% — 688 $34K
Cypress Capital Management LLC (WY) 0.03% No change 687 $34K
BankPlus Trust Department 0.01% No change 683 $34K
Aventura Private Wealth, LLC 0.01% Add +17.4% 675 $33K
Covestor Ltd 0.02% Add +3.7% 667 $33K
Evelyn Partners Asset Management Ltd 0.01% No change 660 $33K
Intesa Sanpaolo Wealth Management 0.01% No change 630 $31K
Flagship Wealth Advisors, LLC 0.01% No change 588 $31K
Clearstead Trust, LLC 0.00% No change 606 $30K
Tradewinds Capital Management, LLC 0.01% Reduce -88.5% 600 $30K
MJT & Associates Financial Advisory Group, Inc. 0.02% No change 600 $30K
West Paces Advisors Inc. 0.01% Reduce -13.4% 600 $30K
Quest 10 Wealth Builders, Inc. 0.03% No change 588 $29K
Bernard Wealth Management Corp. 0.01% No change 545 $27K
GHP Investment Advisors, Inc. 0.00% No change 533 $26K
Financial Network Wealth Advisors LLC 0.03% Reduce -45.6% 528 $26K
TopTier Wealth Management, LLC 0.02% New 503 $25K
Alerus Financial NA 0.00% Reduce -20.2% 502 $25K
Wellington Shields & Co., LLC 0.01% Reduce -50.0% 500 $25K
Eukles Asset Management 0.01% Add +7.7% 450 $22K
Obsidian Cio, LLC 0.02% Add +4.9% 446 $22K
Vision Financial Markets LLC 0.02% Add +0.2% 440 $22K
Steigerwald, Gordon & Koch Inc. 0.00% No change 439 $22K
MidFirst Bank 0.00% No change 424 $21K
Mascoma Wealth Management LLC 0.00% No change 422 $21K
Goodman Advisory Group, LLC 0.01% Reduce -25.2% 410 $20K
Burk Holdings LLC 0.01% New 405 $20K
Community Financial Services Group, LLC 0.00% New 400 $20K
Access Investment Management LLC 0.01% No change 400 $20K
BOK Financial Private Wealth, Inc. 0.00% Reduce -54.6% 400 $20K
Matrix Private Capital Group LLC 0.01% No change 390 $19K
Valley National Advisers Inc. 0.00% Reduce -7.5% 405 $19K
North Ridge Wealth Advisors, Inc. 0.01% New 379 $19K
PlanVest Financial, Inc 0.01% — 356 $18K
Decker Retirement Planning Inc. 0.01% Reduce -65.3% 340 $17K
First PREMIER Bank 0.00% No change 323 $16K
Trust Co. of Toledo NA 0.00% No change 323 $16K
United Financial Planning Group LLC 0.01% No change 312 $15K
Abound Wealth Management 0.00% Add +586.7% 309 $15K
Rosenberg Matthew Hamilton 0.00% No change 304 $15K
Reyes Financial Architecture, Inc. 0.01% New 302 $15K
Essential Investment Partners LLC 0.01% No change 300 $15K
Hoey Investments, Inc. 0.00% Reduce -66.7% 300 $15K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 300 $15K
Westfuller Advisors, LLC 0.01% No change 294 $15K
Strengthening Families & Communities, LLC 0.00% Add +0.3% 293 $14K
one8zero8, LLC 0.00% No change 292 $14K
Raffa Wealth Management, LLC 0.00% No change 291 $14K
Strategic Investment Solutions, Inc. 0.00% Add +0.8% 256 $13K
Private Wealth Management Group, LLC 0.00% Reduce -28.6% 250 $12K
Ballast Advisors LLC 0.00% Reduce -23.0% 244 $12K
Anfield Capital Management, LLC 0.00% No change 238 $12K
CDKV Holdings LLC 0.01% No change 234 $12K
Rexford Capital Inc. 0.01% New 230 $11K
Cordgrass Capital Advisors, LLC 0.00% Reduce -88.2% 230 $11K
Kozak & Associates, Inc. 0.00% No change 219 $11K
Tompkins Financial Corp. 0.00% Reduce -56.0% 211 $10K
Richardson Financial Services Inc. 0.01% New 203 $10K
Monetary Solutions, Ltd 0.01% New 200 $10K
True Wealth Design, LLC 0.00% New 200 $10K
City State Bank 0.00% No change 200 $10K
CNB Bank 0.00% No change 192 $9K
Field & Main Bank 0.00% No change 190 $9K
Quent Capital, LLC 0.00% No change 187 $9K
Stone House Investment Management, LLC 0.00% New 175 $9K
WPG Advisers, LLC 0.01% Add +0.6% 173 $9K
Ascentis Wealth Management, LLC 0.00% No change 166 $8K
Quaker Wealth Management, LLC 0.00% Add +13.5% 160 $8K
Tower View Wealth Management LLC 0.00% No change 154 $8K
Mark Sheptoff Financial Planning, LLC 0.00% Reduce -87.2% 147 $8K
Morton Brown Family Wealth, LLC 0.00% No change 154 $8K
Sunrise Financial Services, LLC 0.01% No change 150 $7K
Signature Resources Capital Management, LLC 0.00% Reduce -94.7% 148 $7K
Philadelphia Investment Partners, LLC 0.00% — 144 $7K
Glassman Wealth Services 0.00% No change 141 $7K
Delta Asset Management LLC 0.00% No change 141 $7K
Global Trust Asset Management, LLC 0.00% No change 137 $7K
Van Den Berg Management I, Inc. 0.00% No change 133 $7K
Costello Asset Management, INC 0.00% No change 127 $6K
Caitlin John, LLC 0.00% Reduce -86.5% 122 $6K
Pin Oak Investment Advisors Inc. 0.00% No change 120 $6K
Evermay Wealth Management LLC 0.00% New 119 $6K
Inspire Investing, LLC 0.00% No change 117 $6K
Virginia Estate & Retirement Planning Advisors Inc. 0.01% — 112 $6K
Godsey & Gibb, Inc. 0.00% Reduce -15.5% 109 $5K
Rakuten Securities, Inc. 0.00% Reduce -71.8% 106 $5K
Valued Wealth Advisors LLC 0.00% No change 104 $5K
Godfrey Financial Associates, Inc. 0.00% No change 102 $5K
JNBA Financial Advisors 0.00% Reduce -47.4% 101 $5K
Financial Gravity Asset Management, Inc. 0.00% No change 97 $5K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 83 $4K
Winthrop Capital Management, LLC 0.00% Add +44.0% 72 $4K
Bruce G. Allen Investments, LLC 0.00% No change 77 $4K
Palouse Capital Management, Inc. 0.00% No change 75 $4K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 75 $4K
Daiwa Securities Group Inc. 0.00% No change 72 $4K
IFS Advisors, LLC 0.00% No change 60 $3K
Advanced Asset Management Advisors Inc 0.00% New 60 $3K
Citizens National Bank Trust Department 0.00% No change 60 $3K
Atwood & Palmer Inc. 0.00% No change 57 $3K
Legacy Wealth Managment, LLC 0.00% Reduce -62.4% 50 $2K
Gilpin Wealth Management, LLC 0.00% No change 44 $2K
Capital & Planning, LLC 0.00% New 44 $2K
POM Investment Strategies, LLC 0.00% No change 41 $2K
Creative Capital Management Investments LLC 0.00% Reduce -49.3% 37 $2K
West Branch Capital LLC 0.00% New 29 $1K
Financial Consulate, Inc. 0.00% No change 27 $1K
Woodard & Co. Asset Management Group Inc. 0.00% New 26 $1K
Centerpoint Advisors, LLC 0.00% No change 25 $1K
Holos Integrated Wealth LLC 0.00% New 13 $648
Strategic Advocates LLC 0.00% Reduce -99.6% 12 $592
Hughes Financial Services, LLC 0.00% No change 10 $494
Albion Financial Group 0.00% No change 10 $494
HighMark Wealth Management LLC 0.00% No change 6 $296
Freestone Grove Partners LP 0.00% Reduce -100.0% 2 $99
Raleigh Capital Management Inc. 0.00% No change 2 $81
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -100.0% 1 $48
FWL Investment Management, LLC 0.00% No change 1 $41

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