SS Financial Select SectorXLFETF

13F holders, Q2 2026 (June 30)
1,901holders +48
151new positions
98sold out
11famous investors
$53.64avg. 13F price*

At the end of Q2 2026, 1,901 institutions reported holding SS Financial Select Sector (XLF) in their 13F filings, up 48 from Q1 2026. 151 opened new positions and 98 sold out. The largest holders were JPMorgan Chase & Co. ($6.7B), Bank of America Corp. ($4.2B) and Morgan Stanley ($2.5B). 11 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions151$892.9M
Exits98$319.7M

All 13F filers, Q1 2026 → Q2 2026: 67,361,571 shares bought and 79,614,510 shares sold, net −12,252,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,901 holders

JPMorgan Chase & Co. 0.39% Reduce -14.4% 124,154,584 $6.7B
Bank of America Corp. 0.27% Reduce -8.7% 78,510,008 $4.2B
Morgan Stanley 0.13% Reduce -6.6% 46,449,938 $2.5B
Wells Fargo & Company 0.42% Add +3.2% 45,234,207 $2.4B
Goldman Sachs Group Inc. 0.14% Reduce -1.8% 24,616,315 $1.3B
Envestnet Asset Management Inc. 0.30% Reduce -2.2% 23,529,311 $1.3B
UBS Group AG 0.18% Add +12.0% 20,608,270 $1.1B
LPL Financial LLC 0.24% Reduce -1.2% 19,928,374 $1.1B
Raymond James Financial Inc. 0.25% Add +4.9% 16,961,225 $909.3M
Royal Bank of Canada 0.13% Add +11.2% 14,086,521 $755.2M
Ameriprise Financial Inc. 0.11% Add +12.3% 10,506,486 $564.5M
Truist Financial Corp. 0.65% Add +4.1% 10,195,982 $546.6M
Focus Partners Wealth 0.54% Add +16.9% 9,780,436 $524.3M
Janney Montgomery Scott LLC 0.99% Add +3.2% 9,549,563 $512.0M
Main Management ETF Advisors, LLC 15.44% Add +94.6% 9,511,811 $509.9M
WestEnd Advisors, LLC 10.35% Add +11.6% 8,662,021 $464.4M
Citigroup Inc. 0.20% Add +23.0% 8,088,919 $433.6M
Two Sigma Investments, LP 0.33% Add +54.2% 7,958,200 $426.6M
Nissay Asset Management Corp. /Japan 1.73% Reduce -23.3% 7,626,613 $408.9M
PGIM Custom Harvest LLC 3.87% Add +15.1% 5,759,931 $308.8M
Barclays PLC 0.08% Add +525.4% 4,850,445 $260.0M
Susquehanna International Group, LLP 0.22% Add +9.7% 4,537,631 $243.3M
Cibc World Market Inc. 0.41% Add +315.2% 4,521,414 $242.4M
BSN CAPITAL PARTNERS Ltd 10.43% New 4,296,245 $230.7M
Millennium Management 0.15% Reduce -62.1% 4,063,701 $217.9M
Osaic Holdings, Inc. 0.25% Add +3.1% 3,961,786 $212.4M
Bank of Montreal 0.08% Add +236.8% 3,851,956 $206.5M
FMR LLC 0.01% Reduce -10.5% 3,851,680 $206.5M
Balyasny Asset Management L.P. 0.38% New 3,781,389 $202.7M
Caisse de depot et placement du Quebec 0.29% Reduce -6.0% 3,761,841 $201.7M
MML Investors Services, LLC 0.38% Add +5.5% 3,453,181 $185.1M
Clal Insurance Enterprises Holdings Ltd 0.77% No change 3,196,000 $171.3M
Victory Capital Management Inc. 0.09% Add +8.8% 3,097,589 $166.1M
Jane Street Group, LLC 0.10% Add +3.4% 3,026,674 $162.3M
BlackRock, Inc. 0.00% Add +19.0% 2,976,417 $159.6M
Menora Mivtachim Holdings LTD. 0.56% Reduce -1.4% 2,699,442 $144.7M
Cetera Investment Advisers 0.13% Add +1.3% 2,687,614 $144.1M
J.Safra Asset Management Corp 6.45% Reduce -0.3% 2,612,117 $140.0M
Natixis 0.64% Add +0.5% 2,523,947 $135.3M
Meitav Investment House Ltd. 0.90% Reduce -24.8% 2,482,473 $133.1M
Main Management Fund Advisors LLC 9.31% New 2,456,200 $131.7M
Stifel Financial Corp. 0.10% Reduce -9.4% 2,286,131 $122.6M
HighTower Advisors, LLC 0.11% Reduce -2.5% 2,173,984 $116.5M
Northern Trust Corp. 0.01% Add +2.5% 2,143,364 $114.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.70% Add +4233.3% 2,091,321 $112.0M
Petredis Investment Advisors LLC 7.23% Reduce -0.2% 2,002,084 $107.3M
Rockefeller Capital Management L.P. 0.16% Add +2.7% 1,968,609 $105.5M
Advisory Alpha, LLC 2.57% Add +2.6% 1,956,757 $104.9M
Agf Management Ltd. 0.40% Reduce -0.4% 1,920,670 $103.0M
Signature Estate & Investment Advisors LLC 1.84% Add +3.8% 1,907,403 $102.3M
Migdal Insurance & Financial Holdings Ltd. 0.65% Reduce -0.3% 1,887,945 $101.2M
Saudi Central Bank 1.27% No change 1,717,269 $96.6M
Phoenix Financial Ltd. 0.62% Reduce -26.0% 1,702,899 $91.3M
Bank of Nova Scotia 0.14% Reduce -30.1% 1,658,247 $88.9M
Gerber Kawasaki Wealth & Investment Management 2.35% Add +10.6% 1,643,386 $88.1M
Citadel Advisors 0.05% Reduce -56.0% 1,605,930 $86.1M
Captrust Financial Advisors 0.12% Add +29.9% 1,454,156 $78.0M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3.16% No change 1,436,292 $77.0M
Dynasty Wealth Management, LLC 0.57% Add +1.9% 1,431,665 $76.8M
Quotient Wealth Partners, LLC 1.71% Add +2.5% 1,353,310 $72.6M
ExodusPoint Capital Management, LP 0.65% Add +2287.3% 1,300,110 $69.7M
PNC Financial Services Group, Inc. 0.03% Reduce -3.1% 1,290,825 $69.2M
Commonwealth Equity Services, LLC 0.08% Reduce -15.1% 1,255,976 $67.3M
Mercer Global Advisors Inc. 0.08% Add +23.3% 1,234,286 $66.2M
Thrivent Financial for Lutherans 0.11% Reduce -25.9% 1,194,591 $64.0M
BNP Paribas Financial Markets 0.03% Add +75.1% 1,192,882 $64.0M
Caption Management, LLC 2.25% Add +3329.1% 1,149,802 $61.6M
Capital Investment Advisors, LLC 0.79% Reduce -1.9% 1,114,704 $59.8M
US Bancorp \de 0.07% Add +0.3% 1,110,564 $59.5M
Assetmark, Inc. 0.10% Reduce -0.8% 1,085,682 $58.2M
Fifth Third Bancorp 0.09% Reduce -2.1% 1,064,352 $57.1M
Gradient Investments LLC 0.78% Add +14.5% 1,047,939 $56.2M
Cambridge Investment Research Advisors, Inc. 0.13% Reduce -4.7% 1,040,693 $55.8M
Qube Research & Technologies Ltd 0.06% Add +746.6% 1,017,964 $54.6M
Jones Financial Companies LLLP 0.02% Add +8.0% 1,015,206 $54.4M
Cerity Partners LLC 0.07% Reduce -1.3% 1,006,584 $54.0M
HSBC Holdings PLC 0.03% Add +0.2% 988,256 $53.1M
Farther Finance Advisors, LLC 0.41% Add +11.2% 983,664 $52.7M
Main Management LLC 3.44% Reduce -43.9% 955,766 $51.2M
Invictus Private Wealth, LLC 2.72% Add +2.8% 944,769 $50.6M
Squarepoint Ops LLC 0.10% New 927,674 $49.7M
KCM Investment Advisors LLC 1.39% Add +1.0% 868,463 $46.6M
Tiff Advisory Services, LLC 11.14% Reduce -45.6% 847,790 $45.5M
Walleye Trading LLC 0.62% Add +399.4% 829,456 $44.5M
Trilogy Capital Inc. 1.73% Add +629.1% 825,506 $44.3M
Capital Fund Management S.A. 0.30% Add +970.3% 778,421 $41.7M
Composition Wealth, LLC 0.48% Add +18.4% 759,682 $40.7M
Park Avenue Securities LLC 0.25% Reduce -11.2% 742,543 $39.8M
SG Americas Securities, LLC 0.02% Reduce -9.2% 732,047 $39.2M
Concurrent Investment Advisors, LLC 0.32% Add +18.3% 707,930 $38.0M
Maven Securities LTD 2.61% Reduce -5.9% 696,461 $37.3M
Jupiter Topco LLC 0.01% — 683,441 $36.6M
Verition Fund Management LLC 0.28% Add +87.1% 680,198 $36.5M
Evolution Wealth Advisors, LLC 4.24% Add +1.4% 676,267 $36.3M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 4.76% No change 673,600 $36.1M
Krilogy Financial LLC 1.02% Reduce -7.4% 641,620 $34.4M
Modern Wealth Management, LLC 0.41% Add +2998.9% 636,457 $34.1M
Yelin Lapidot Holdings Management Ltd. 6.47% Reduce -16.9% 636,382 $34.1M
Marshall Wace, LLP 0.03% Add +90.0% 631,621 $33.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.73% Add +113.7% 626,956 $33.6M
Equitable Holdings, Inc. 0.20% Reduce -18.8% 621,050 $33.3M
Private Advisor Group, LLC 0.15% Reduce -17.6% 618,532 $33.2M
Trek Financial, LLC 1.57% Add +42.9% 589,981 $31.6M
Money Concepts Capital Corp. 1.45% Add +6.9% 584,198 $31.3M
Sanctuary Advisors, LLC 0.14% Add +20.1% 579,143 $31.0M
FIL Ltd 0.02% Add +498.1% 577,701 $31.0M
Greenwood Gearhart LLC 1.43% Add +12.4% 572,622 $30.7M
Swan Global Investments, LLC 1.40% Add +0.2% 572,383 $30.7M
Integrated Wealth Concepts LLC 0.20% Add +2.4% 568,477 $30.5M
Horizon Wealth Management, LLC 3.85% New 562,980 $30.2M
IMZ Advisory Inc 9.35% Add +1.5% 551,026 $29.5M
Peapack Gladstone Financial Corp. 0.34% Reduce -2.0% 544,037 $29.2M
Itau Unibanco Holding S.A. 0.57% Add +128.6% 543,942 $29.2M
Stonebridge Financial Group, LLC 2.18% New 537,284 $28.8M
Spinnaker Trust 1.39% Reduce -2.0% 533,947 $28.6M
Lighthouse Financial Services Inc. 5.88% Add +2.1% 510,470 $28.0M
Prudent Investors Network, Inc. 5.27% Add +25.3% 507,676 $27.2M
Optiver Holding B.V. 0.38% Reduce -72.8% 496,989 $26.6M
Creative Planning 0.02% Reduce -6.0% 496,024 $26.6M
Kestra Advisory Services, LLC 0.09% Reduce -0.5% 495,689 $26.6M
GTS Securities LLC 0.55% Add +93.6% 488,765 $26.2M
Bar Harbor Wealth Management 1.38% Reduce -0.1% 478,174 $25.6M
Vontobel Holding Ltd. 0.09% Reduce -74.0% 475,095 $25.5M
DAVENPORT & Co LLC 0.13% Add +0.8% 471,169 $25.3M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3.12% No change 470,998 $25.3M
Corient Private Wealth LP 0.03% Reduce -41.8% 462,778 $24.8M
Spire Wealth Management 0.75% Reduce -4.2% 461,922 $24.8M
Mariner, LLC 0.02% Reduce -14.2% 441,936 $23.7M
WCG Wealth Advisors LLC 0.56% Add +3.2% 440,836 $23.6M
Dakota Wealth Management 0.45% Reduce -2.5% 438,541 $23.5M
Wharton Business Group, LLC 0.78% Add +1.6% 436,687 $23.4M
Lakeshore Financial Planning, Inc. 7.47% Add +0.3% 432,788 $23.2M
Asset Advisors Investment Management, LLC 2.12% Reduce -1.4% 431,780 $23.1M
NewEdge Advisors, LLC 0.07% Reduce -12.3% 431,724 $23.1M
Kingsview Wealth Management, LLC 0.27% Add +2.6% 412,123 $22.1M
Rezny Wealth Management, Inc. 4.00% Add +5.0% 409,912 $22.0M
Clarity Financial LLC 1.87% Add +1.2% 407,163 $21.8M
Karpus Management, Inc. 0.63% Add +0.0% 405,788 $21.8M
Westwood Holdings Group Inc. 0.16% New 400,235 $21.5M
Capital Advantage, Inc. 2.60% Reduce -1.9% 397,734 $21.3M
Steward Partners Investment Advisory, LLC 0.11% Add +23.8% 394,166 $21.1M
Blair William & Co. 0.05% Reduce -28.4% 391,529 $21.0M
Citizens Financial Group Inc. 0.25% Reduce -5.2% 389,725 $20.9M
Keystone Global Partners, LLC 7.87% Add +6.9% 386,366 $20.7M
EP Wealth Advisors, LLC 0.08% Add +3.9% 379,924 $20.4M
Pathstone Holdings, LLC 0.06% Add +7.0% 378,289 $20.3M
Gotham Asset Management 0.05% Add +133.2% 375,591 $20.1M
Quantitative Investment Management, LLC 2.11% Add +73.6% 361,531 $19.4M
Merit Financial Group, LLC 0.12% Add +6.0% 356,854 $19.1M
Northwestern Mutual Wealth Management Co. 0.01% Add +98.9% 351,627 $18.9M
Ayalon Insurance Comp Ltd. 2.28% Add +0.3% 345,972 $18.5M
Armstrong Advisory Group, Inc. 1.13% Reduce -1.2% 345,867 $18.5M
AQR Capital Management 0.01% Add +31.5% 343,502 $18.4M
Vickerman Investment Advisors, Inc. 3.57% Add +0.2% 342,991 $18.4M
Stillwater Capital Advisors, LLC 1.84% Add +0.1% 337,370 $18.1M
Quantinno Capital Management LP 0.02% Reduce -6.3% 336,985 $18.1M
HighPoint Advisor Group LLC 0.63% Add +0.3% 335,540 $18.0M
IHT Wealth Management, LLC 0.38% Reduce -1.7% 332,073 $17.8M
Vestmark Advisory Solutions, Inc. 0.17% Add +8.7% 331,388 $17.8M
Wealth Enhancement Advisory Services, LLC 0.03% Add +10.9% 363,271 $17.5M
Focused Wealth Management, Inc 1.50% Add +3.9% 317,863 $17.0M
Toronto Dominion Bank 0.03% Add +2760.4% 315,821 $16.9M
Impact Partnership Wealth, LLC 1.64% Add +111.9% 314,580 $16.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.40% Add +17.7% 313,173 $16.8M
WBH Advisory Inc. 1.12% Reduce -2.3% 310,703 $16.7M
Tiaa-Cref Individual & Institutional Services, LLC 0.06% Add +74.7% 309,550 $16.6M
Private Wealth Advisors, LLC 4.93% Add +24.0% 307,538 $16.5M
Virtu Financial LLC 0.52% New 307,134 $16.5M
Advisors Preferred, LLC 2.51% New 291,827 $16.2M
Carnegie Investment Counsel 0.32% Reduce -1.7% 301,516 $16.2M
Unisphere Establishment 0.14% Reduce -88.0% 300,000 $16.1M
Simon Quick Advisors, LLC 0.65% Reduce -0.9% 299,346 $16.0M
O'shaughnessy Asset Management, LLC 0.07% Reduce -15.6% 294,578 $15.8M
Tocqueville Asset Management L.P. 0.21% Reduce -0.4% 292,720 $15.7M
MAI Capital Management 0.06% Add +9.0% 291,979 $15.7M
AAFMAA Wealth Management & Trust LLC 5.46% Add +5.8% 291,796 $15.6M
Elevation Point Wealth Partners, LLC 0.29% Add +3.2% 295,165 $15.5M
Salomon & Ludwin, LLC 1.27% Reduce -0.8% 279,970 $15.4M
Meiji Yasuda Life Insurance Co 0.51% Add +1.3% 287,368 $15.4M
Tamar Securities, LLC 1.43% Add +12.7% 285,171 $15.3M
Baird Financial Group, Inc. 0.02% Reduce -6.0% 283,419 $15.2M
Aspiriant, LLC 0.37% No change 281,444 $15.1M
Walleye Capital LLC 0.08% Add +31.6% 274,913 $14.7M
Lido Advisors, LLC 0.05% Reduce -5.7% 273,760 $14.7M
Longaeva Partners L.P. 0.42% New 272,485 $14.6M
Forbes J M & Co. LLP 1.13% No change 268,854 $14.4M
Atria Investments, Inc 0.14% Add +10.3% 266,380 $14.3M
Tidal Investments LLC 0.03% Add +683.5% 262,566 $14.1M
Lebenthal Global Advisors, LLC 1.87% Reduce -0.5% 258,311 $13.8M
Bluespring Wealth Management, LLC 0.27% Add +4504.8% 257,455 $13.8M
Frisch Financial Group, Inc. 2.34% Reduce -7.6% 254,219 $13.6M
Chesley Taft & Associates LLC 0.53% Add +0.2% 253,912 $13.6M
Bank Hapoalim BM 0.92% Reduce -4.6% 249,096 $13.4M
Systematic Alpha Investments, LLC 0.36% No change 248,410 $13.3M
First Interstate Bank 0.69% Reduce -0.5% 246,550 $13.2M
Joel Isaacson & Co., LLC 0.38% Add +0.3% 244,391 $13.1M
&partners 0.05% Reduce -51.5% 244,224 $13.1M
Oppenheimer Asset Management Inc. 0.14% Add +1.7% 242,614 $13.0M
Flagship Harbor Advisors, LLC 0.50% Add +6.0% 242,386 $13.0M
Means Investment Co., Inc. 0.98% Add +6.7% 241,289 $12.9M
Galvin, Gaustad & Stein, LLC 0.96% Reduce -14.6% 239,948 $12.9M
Hudson Bay Capital Management LP 0.07% Reduce -41.6% 239,770 $12.9M
Adams Diversified Equity Fund, Inc. 0.39% Reduce -7.1% 237,000 $12.7M
Jmac Enterprises LLC 2.11% Add +25.4% 233,655 $12.5M
Old National Bancorp 0.25% Reduce -21.4% 233,016 $12.5M
Volterra Technologies LP 7.88% Add +553.6% 228,561 $12.3M
MMBG Investment Advisors Co. 0.96% Add +3.3% 226,025 $12.1M
Toth Financial Advisory Corp. 1.18% Add +0.6% 225,984 $12.1M
Bellwether Advisors, LLC 1.78% Reduce -64.9% 224,737 $12.0M
Prospera Financial Services Inc 0.18% Add +8.4% 224,659 $12.0M
Compass Wealth Management, LLC 4.77% Add +2.4% 223,162 $12.0M
Coastal Bridge Advisors, LLC 0.73% Add +4.7% 219,427 $11.8M
AlphaCore Capital LLC 0.22% Reduce -1.5% 218,229 $11.7M
Busey Bank 0.27% Reduce -1.8% 209,266 $11.2M
Robertson Stephens Wealth Management, LLC 0.28% Reduce -8.1% 208,672 $11.2M
TritonPoint Partners, LLC 0.93% Add +676.2% 207,995 $11.2M
Prosperity Consulting Group, LLC 0.42% Reduce -9.0% 207,081 $11.1M
Sequoia Financial Advisors, LLC 0.05% Reduce -11.9% 203,162 $10.9M
Waverly Advisors, LLC 0.06% Add +34.2% 202,990 $10.9M
Founders Financial Securities LLC 0.55% Add +21.8% 201,961 $10.8M
Sowell Financial Services LLC 0.35% Add +90.6% 200,394 $10.7M
3EDGE Asset Management, LP 0.48% Add +57.0% 200,331 $10.7M
Yarbrough Capital, LLC 0.32% No change 200,000 $10.7M
Independence Wealth Advisors, LLC 5.33% Add +87.9% 198,303 $10.6M
Ashton Thomas Private Wealth, LLC 0.22% Add +61.9% 198,035 $10.6M
Cresset Asset Management, LLC 0.04% Reduce -0.1% 197,463 $10.6M
Horizon Investments, LLC 0.12% Reduce -38.7% 197,349 $10.6M
Orange Investment Advisors, Inc. 1.28% Add +0.1% 196,199 $10.5M
Southern Capital Services Inc. 5.89% Add +5.4% 195,580 $10.5M
RFG Advisory, LLC 0.16% Add +53.2% 193,160 $10.4M
Crescent Grove Advisors, LLC 0.87% Reduce -0.4% 191,158 $10.2M
Fifth Third Securities, Inc. 0.58% Reduce -8.9% 189,134 $10.1M
Atlas Capital Advisors Inc. 1.10% Add +2.0% 188,226 $10.1M
Everest Financial Group LLC 1.36% Reduce -1.9% 187,983 $10.1M
Vaughan David Investments LLC 0.20% Reduce -1.0% 187,798 $10.1M
NTV Asset Management LLC 0.98% Reduce -1.6% 186,462 $10.0M
Vise Technologies, Inc. 0.11% Add +681.9% 184,841 $9.9M
Benjamin Edwards Inc. 0.09% Add +84.0% 184,275 $9.9M
Tritonpoint Wealth, LLC 0.96% Reduce -3.5% 182,551 $9.8M
NorthRock Partners, LLC 0.14% Reduce -21.2% 181,948 $9.8M
Premier Path Wealth Partners, LLC 1.12% Reduce -7.5% 181,290 $9.7M
Essex LLC 1.45% Add +3.5% 178,519 $9.6M
Harbour Investments, Inc. 0.13% Add +7.0% 177,724 $9.5M
Oppenheimer & Co. Inc. 0.10% Reduce -3.8% 177,544 $9.5M
Foronjy Financial LLC 3.50% Add +1.4% 177,484 $9.5M
WASHINGTON TRUST Co 0.29% Add +1.1% 176,841 $9.5M
Western Wealth Management, LLC 0.31% Add +4.6% 174,997 $9.4M
Arax Advisory Partners 0.06% Add +1000.9% 173,520 $9.3M
Act Wealth Management, LLC 2.72% Add +5.3% 172,599 $9.3M
Washington Growth Strategies LLC 5.13% Add +0.0% 172,489 $9.2M
Estate Counselors, LLC 0.79% New 172,350 $9.2M
Foguth Wealth Management, LLC. 1.05% Add +24.4% 164,101 $9.2M
Zuckerman Investment Group, LLC 0.76% Reduce -1.2% 167,168 $9.0M
Allianz Asset Management GmbH 0.01% New 166,100 $8.9M
McKinley Carter Wealth Services, Inc. 0.46% Reduce -4.4% 166,038 $8.9M
Kingswood Wealth Advisors, LLC 0.36% Reduce -20.3% 165,841 $8.9M
Beacon Pointe Advisors, LLC 0.04% Add +5.2% 165,730 $8.9M
SummitTX Capital, L.P. 0.23% Reduce -43.4% 165,512 $8.9M
Arkadios Wealth Advisors 0.14% Reduce -9.6% 165,472 $8.9M
Envestnet Portfolio Solutions, Inc. 0.04% Reduce -22.9% 164,601 $8.8M
Advisory Services Network, LLC 0.10% Add +7.5% 163,714 $8.8M
Venture Visionary Partners LLC 0.24% Add +5.6% 163,094 $8.7M
Innealta Capital, LLC 4.66% Add +13.1% 162,938 $8.7M
McAlister, Sweet & Associates, Inc. 4.59% Add +3.5% 160,155 $8.6M
Sharper & Granite LLC 2.65% Add +3.7% 159,643 $8.6M
McCollum Christoferson Group LLC 2.45% Reduce -5.5% 169,818 $8.5M
Simplicity Wealth,LLC 0.28% Add +126.6% 157,489 $8.4M
Scotia Capital Inc. 0.03% Reduce -45.0% 155,528 $8.3M
Novare Capital Management LLC 0.59% Reduce -0.5% 154,675 $8.3M
Thor Trading Advisors, LLC 2.59% New 153,709 $8.2M
GAMCO Investors 0.07% Reduce -0.4% 153,200 $8.2M
Foundations Investment Advisors, LLC 0.08% Reduce -33.9% 152,979 $8.2M
Polymer Capital Management (HK) LTD 0.83% Add +120.5% 152,781 $8.2M
Snowden Capital Advisors LLC 0.19% Reduce -19.7% 152,713 $8.2M
GeoWealth Management, LLC 0.26% Add +18.2% 151,817 $8.1M
J.W. Cole Advisors, Inc. 0.14% Add +4.2% 151,100 $8.1M
AMG National Trust Bank 0.17% Reduce -28.7% 150,541 $8.1M
111 Capital 1.37% Add +84.1% 148,268 $7.9M
Ausdal Financial Partners, Inc. 0.31% Add +28.5% 147,595 $7.9M
Bonfire Financial 5.07% Add +4.0% 147,171 $7.9M
Renaissance Technologies 0.01% Reduce -94.6% 146,510 $7.9M
Royal Fund Management, LLC 0.66% Add +2.9% 146,491 $7.9M
Apollon Financial, LLC 0.93% Add +2.8% 146,127 $7.8M
Chemung Canal Trust Co. 1.45% Add +33.0% 145,962 $7.8M
J. Goldman & Co LP 0.27% Reduce -74.4% 143,886 $7.7M
5th Street Advisors, LLC 2.98% Reduce -1.2% 143,561 $7.7M
DRW Securities, LLC 0.46% New 143,000 $7.7M
Intrua Financial, LLC 0.73% Add +43.2% 142,995 $7.7M
SageGuard Financial Group, LLC 1.08% Reduce -15.1% 142,808 $7.7M
Sierra Capital LLC 0.74% Reduce -9.3% 142,127 $7.6M
Aventus Investment Advisors, Inc. 5.55% Add +13.3% 141,340 $7.6M
Gladstone Institutional Advisory LLC 0.24% Reduce -15.3% 140,442 $7.5M
Kestra Private Wealth Services, LLC 0.08% Reduce -5.2% 139,743 $7.5M
TD Waterhouse Canada Inc. 0.02% Reduce -8.7% 136,357 $7.5M
OneDigital Investment Advisors LLC 0.06% Add +33.3% 138,093 $7.4M
Matthew Goff Investment Advisor, LLC 1.24% Reduce -0.5% 137,447 $7.4M
CoreCap Advisors, LLC 0.22% Reduce -48.1% 136,009 $7.3M
Independent Financial Group, LLC 0.13% Reduce -19.0% 132,816 $7.1M
Summit Financial, LLC 0.08% Reduce -3.4% 131,926 $7.1M
TCV Trust & Wealth Management, Inc. 0.53% Add +4.9% 131,493 $7.0M
Allspring Global Investments Holdings, LLC 0.01% Add +27.0% 128,557 $7.0M
Stockman Wealth Management, Inc. 0.72% Add +6.0% 130,794 $7.0M
Howe & Rusling Inc. 0.41% Add +12.3% 130,730 $7.0M
Ferguson Wellman Capital Management, Inc. 0.09% Add +0.2% 130,050 $7.0M
Bailard, Inc. 0.14% Add +0.0% 130,020 $7.0M
Commerce Bank 0.03% Reduce -9.8% 129,771 $7.0M
Stephens Inc. 0.08% Add +4.6% 129,410 $6.9M
Navigation Group, LLC 1.34% Reduce -1.0% 128,963 $6.9M
World Investment Advisors 0.11% Reduce -7.4% 133,664 $6.9M
Game Plan Financial Advisors, LLC 2.76% Add +1.1% 128,614 $6.9M
New York Life Investment Management LLC 0.05% Add +57.0% 128,571 $6.9M
Institute for Wealth Management, LLC. 0.61% Add +1.5% 127,887 $6.9M
Advisory Resource Group 1.03% Add +8.6% 127,199 $6.8M
Ellis Investment Partners, LLC 1.03% Add +5.0% 126,134 $6.8M
Cooksen Wealth, LLC 4.26% Add +6.2% 126,031 $6.8M
Jefferies Financial Group Inc. 0.06% Reduce -12.3% 125,789 $6.7M
Granite Harbor Advisors, Inc. 2.68% Add +0.3% 124,811 $6.7M
IFG Advisory, LLC 0.23% New 124,694 $6.7M
Regal Investment Advisors LLC 0.35% Add +5.8% 123,766 $6.6M
First Trust Advisors LP 0.00% Reduce -0.9% 122,525 $6.6M
Kovack Advisors, Inc. 0.31% Reduce -6.1% 120,299 $6.5M
Cannon Advisors, Inc. 3.87% New 113,111 $6.4M
Prestige Wealth Management Group LLC 1.14% Add +0.3% 116,693 $6.3M
State Street Corp. 0.00% Reduce -90.3% 116,246 $6.2M
Banco Santander, S.A. 0.04% Reduce -67.0% 115,185 $6.2M
Bank of New York Mellon Corp 0.00% Add +0.1% 114,439 $6.1M
Atlantic Union Bankshares Corp 0.10% Reduce -1.9% 114,093 $6.1M
First Merchants Corp. 0.21% Add +0.6% 113,750 $6.1M
Y-Intercept (Hong Kong) Ltd 0.12% Add +244.7% 113,556 $6.1M
Dorsey & Whitney Trust CO LLC 0.30% Reduce -7.9% 112,963 $6.1M
Fisher Asset Management 0.00% Add +1.9% 112,908 $6.1M
Bessemer Group Inc. 0.01% Reduce -1.9% 112,361 $6.0M
Clarus Wealth Advisors 2.31% Add +9.5% 108,823 $6.0M
HB Wealth Management, LLC 0.03% Reduce -3.6% 111,366 $6.0M
Stratos Wealth Partners, LTD. 0.06% Reduce -1.9% 111,080 $6.0M
D.A. Davidson & Co. 0.03% Reduce -8.4% 110,766 $5.9M
PeakShares LLC 4.38% Add +17.2% 109,815 $5.9M
Geneos Wealth Management Inc. 0.12% Add +79.1% 109,367 $5.9M
Laurel Wealth Advisors LLC 0.57% Reduce -0.4% 109,209 $5.9M
Brown Advisory Inc. 0.01% Add +5.7% 108,672 $5.8M
Horizon Financial Services, LLC 2.22% Add +15.7% 108,105 $5.8M
Sigma Planning Corp 0.15% Reduce -26.8% 107,937 $5.8M
Nelson Capital Management, LLC 0.63% Add +4.3% 107,249 $5.7M
Mgo One Seven LLC 0.09% Reduce -46.7% 106,656 $5.7M
Better Way Financial, LLC 4.84% — 106,623 $5.7M
Burns J W & Co. Inc. 0.59% Reduce -4.4% 106,204 $5.7M
Massachusetts Wealth Management 2.17% Add +1.7% 106,162 $5.7M
Clearstead Advisors, LLC 0.05% Add +8.6% 105,290 $5.6M
Zullo Investment Group, Inc. 1.92% Reduce -2.3% 104,731 $5.6M
United Capital Financial Advisors, LLC 0.03% Reduce -1.1% 103,572 $5.6M
Mechanics Bank Trust Department 0.68% Reduce -3.1% 103,193 $5.5M
Miramontes Capital, LLC 1.71% Add +5.4% 102,189 $5.5M
Mutual Advisors, LLC 0.10% Reduce -20.2% 102,107 $5.5M
Simmons Bank 0.31% Reduce -1.6% 101,514 $5.4M
Archford Capital Strategies, LLC 0.55% Reduce -1.7% 100,927 $5.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -87.4% 100,870 $5.4M
LightSquare Wealth Management, LLC 3.69% Reduce -6.8% 99,827 $5.4M
Martin & Co. Inc. 0.84% Reduce -0.3% 99,721 $5.3M
CENTRAL TRUST Co 0.10% Reduce -0.8% 99,674 $5.3M
Stratos Wealth Advisors, LLC 0.29% Add +8.2% 99,185 $5.3M
Fourth Dimension Wealth, LLC 1.68% Add +2.3% 98,991 $5.3M
Lumbard & Kellner, LLC 1.61% Add +0.3% 98,982 $5.3M
Pallas Capital Advisors LLC 0.16% Add +2.5% 98,549 $5.3M
Midwest Trust Co 0.06% Reduce -0.6% 98,517 $5.3M
Principal Securities, Inc. 0.06% Add +18.6% 98,010 $5.3M
Surience Private Wealth LLC 4.62% New 97,941 $5.3M
Algorithmic Investment Models, LLC 6.07% New 97,770 $5.2M
Wealthspire Advisors, LLC 0.03% Add +57.6% 97,277 $5.2M
Venturi Wealth Management, LLC 0.20% Reduce -7.1% 96,585 $5.2M
Tudor Investment Corporation 0.02% Reduce -77.5% 95,587 $5.1M
Level Four Advisory Services, LLC 0.14% Reduce -0.2% 95,375 $5.1M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.60% Add +0.1% 95,065 $5.1M
Ameritas Advisory Services, LLC 0.10% Add +89.2% 94,715 $5.1M
Markin Asset Management, LP 4.30% Add +23.2% 93,802 $5.0M
CIBC Bancorp USA Inc. 0.01% Add +1.0% 93,237 $5.0M
University of Illinois Foundation 0.89% New 93,000 $5.0M
Cullen/Frost Bankers, Inc. 0.05% Reduce -3.9% 92,916 $5.0M
Channel Wealth LLC 1.11% Reduce -19.2% 92,066 $4.9M
Relyea Zuckerberg Hanson LLC 0.41% Add +232.1% 91,576 $4.9M
Morton Community Bank 1.00% Reduce -2.6% 91,299 $4.9M
Joseph P. Lucia & Associates, LLC 1.47% Add +10.9% 90,938 $4.9M
Arch Global Advisors, LLC 2.13% Reduce -0.3% 89,851 $4.8M
Twin Tree Management, LP 0.75% New 89,818 $4.8M
City Holding Co. 0.54% Reduce -0.9% 89,479 $4.8M
10Elms LLP 2.14% Add +36.0% 89,034 $4.8M
Perigon Wealth Management, LLC 0.08% Reduce -2.1% 88,598 $4.7M
Ironwood Wealth Management, Inc. 2.01% Add +1.6% 85,451 $4.7M
Focus Financial Network, Inc. 0.15% Reduce -2.1% 88,357 $4.7M
Keystone Financial Group 0.28% Reduce -18.8% 87,798 $4.7M
Sykon Capital LLC 1.45% Add +1459.9% 87,574 $4.7M
Federation des caisses Desjardins du Quebec 0.01% Add +22.1% 87,352 $4.7M
Allworth Financial LP 0.02% Reduce -3.9% 86,744 $4.7M
Comprehensive Wealth Management, LLC 2.12% Reduce -9.2% 86,699 $4.6M
Capstone Wealth Management Group, Inc. 2.79% — 86,334 $4.6M
Edgestream Partners, L.P. 0.14% Add +144.8% 86,301 $4.6M
Leuthold Group, LLC 0.46% Reduce -31.1% 85,223 $4.6M
Larson Financial Group LLC 0.12% Add +24.9% 85,149 $4.6M
Granite Bay Wealth Management, LLC 0.42% New 85,103 $4.6M
M&T Bank Corp 0.01% Reduce -1.1% 84,362 $4.5M
First Financial Bank - Trust Division 0.32% Add +6.8% 83,663 $4.5M
Axxcess Wealth Management, LLC 0.07% Add +22.9% 83,551 $4.5M
Acima Private Wealth, LLC 1.28% No change 82,253 $4.4M
Visionary Wealth Advisors 0.17% Add +35.5% 82,078 $4.4M
Westside Investment Management, Inc. 0.58% Add +0.6% 81,766 $4.4M
Rye Brook Capital LLC 3.07% New 81,720 $4.4M
Cary Street Partners Investment Advisory LLC 0.88% Reduce -3.3% 80,737 $4.3M
Integrated Advisors Network LLC 0.20% Reduce -18.7% 80,232 $4.3M
Everstar Asset Management, LLC 2.07% Add +63.7% 80,001 $4.3M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -93.3% 80,000 $4.3M
Global Retirement Partners, LLC 0.07% — 79,897 $4.3M
Abbot Financial Management, Inc. 1.56% Add +0.0% 79,315 $4.3M
Belpointe Asset Management LLC 0.14% Add +6.6% 79,239 $4.2M
Mission Wealth Management, LP 0.05% Add +21.6% 78,280 $4.2M
Great Valley Advisor Group, Inc. 0.07% Reduce -4.2% 77,843 $4.2M
Retirement Planning Group, LLC / NY 2.23% Reduce -0.4% 76,391 $4.1M
Farmers & Merchants Trust Co of Chambersburg PA 1.04% Reduce -0.9% 76,279 $4.1M
Nomura Asset Management Co. Ltd. 0.01% Add +79.3% 76,200 $4.1M
Asset Allocation Strategies LLC 0.63% Add +1.2% 75,993 $4.1M
Pine Valley Investments Ltd Liability Co 0.17% Add +6.2% 75,594 $4.1M
New Wave Wealth Advisors LLC 1.11% Add +9.8% 75,574 $4.1M
Point72 Asset Management 0.01% Add +200.0% 75,000 $4.0M
North Star Investment Management Corp. 0.22% Reduce -3.1% 74,077 $4.0M
Addison Capital Co 0.65% Add +10.3% 74,061 $4.0M
Ticino Wealth 1.25% Reduce -0.0% 73,811 $4.0M
Vivid Wealth Management, LLC 1.39% Add +1.7% 73,796 $4.0M
Patton Albertson Miller Group, LLC 0.39% Add +0.2% 73,691 $4.0M
Cadent Capital Advisors, LLC 0.82% New 73,398 $3.9M
Fox Run Management, L.L.C. 0.65% Add +193.6% 72,800 $3.9M
Warner Financial, Inc. 1.15% Reduce -2.2% 72,757 $3.9M
Vaquero Private Wealth, Ltd. 0.79% — 71,803 $3.8M
Valeo Financial Advisors, LLC 0.08% Reduce -2.7% 79,955 $3.8M
Modus Advisors, LLC 0.95% Reduce -8.6% 71,595 $3.8M
Evercore Wealth Management, LLC 0.05% No change 71,496 $3.8M
CreativeOne Wealth, LLC 0.08% Add +19.5% 71,360 $3.8M
Penserra Capital Management LLC 0.03% New 70,956 $3.8M
Gateway Wealth Partners, LLC 0.23% Reduce -42.3% 70,347 $3.8M
Innova Wealth Partners 1.55% New 69,962 $3.8M
Trust Co 0.34% Reduce -2.0% 69,794 $3.7M
Rockland Trust Co. 0.15% Reduce -0.2% 69,603 $3.7M
Wealthedge Investment Advisors, LLC 1.27% Reduce -6.8% 69,435 $3.7M
Madison Park Capital Advisors, LLC 2.64% Reduce -2.4% 69,225 $3.7M
OpenArc Corporate Advisory, LLC 0.04% Add +6.1% 68,664 $3.7M
Brandywine Oak Private Wealth LLC 0.28% Reduce -0.3% 68,229 $3.7M
Centennial Bank 1.17% Reduce -10.0% 68,017 $3.6M
Cary Street Partners Financial LLC 0.08% Add +8.0% 67,570 $3.6M
Paragon Financial Partners, Inc. 1.95% Reduce -3.0% 63,612 $3.6M
Transcend Capital Advisors, LLC 0.25% Add +1.8% 67,563 $3.6M
Silphium Asset Management Ltd 1.22% Add +35.3% 67,400 $3.6M
Stevens Capital Management LP 0.86% Reduce -51.5% 67,223 $3.6M
Waldron Private Wealth LLC 0.12% Reduce -11.6% 66,390 $3.6M
Capital Wealth Planning, LLC 0.02% Reduce -28.0% 66,305 $3.6M
Fagan Associates, Inc. 0.44% Reduce -0.7% 66,003 $3.5M
Maxele Advisors, LLC 2.46% — 65,738 $3.5M
Choreo, LLC 0.04% Reduce -1.5% 65,578 $3.5M
Ledyard National Bank 0.28% Reduce -4.3% 65,398 $3.5M
GFS Advisors, LLC 0.37% Reduce -14.6% 28,912 $3.5M
TCTC Holdings, LLC 0.09% Add +0.8% 65,272 $3.5M
Chesapeake Wealth Management 0.98% Add +3.8% 65,197 $3.5M
Transamerica Financial Advisors, LLC 0.30% Reduce -12.5% 65,085 $3.5M
Tepp RIA, LLC 2.36% Add +29.1% 65,003 $3.5M
NewEdge Wealth, LLC 0.03% Add +15.3% 64,354 $3.4M
Teamwork Financial Advisors, LLC 0.32% Reduce -17.6% 64,311 $3.4M
Colton Groome Financial Advisors, LLC 0.83% Reduce -6.9% 64,133 $3.4M
Butensky & Cohen Financial Security, Inc. 0.85% Add +4.2% 64,098 $3.4M
Cornerstone Wealth Management, LLC 0.15% Add +2.6% 63,802 $3.4M
ARS Investment Partners, LLC 0.15% Add +1.9% 63,749 $3.4M
Bay Rivers Group 1.17% Add +16.0% 63,731 $3.4M
ES4, LLC 1.79% Add +32.3% 63,657 $3.4M
Hilltop Holdings Inc. 0.28% Add +6.3% 63,593 $3.4M
Narus Financial Partners, LLC 0.87% Reduce -3.7% 63,372 $3.4M
United Asset Strategies, Inc. 0.24% Reduce -58.1% 63,333 $3.4M
RDA Financial Network 0.74% Reduce -3.4% 63,216 $3.4M
Glenmede Trust Co. NA 0.01% Reduce -2.0% 63,185 $3.4M
Savant Capital, LLC 0.01% Add +124.5% 64,118 $3.4M
Moneco Advisors, LLC 0.21% Add +8.7% 62,625 $3.4M
Brookstone Capital Management 0.03% Add +32.9% 62,606 $3.4M
MontVue Capital Management, Inc. 1.93% Reduce -0.2% 62,493 $3.4M
Centric Wealth Management 0.52% No change 64,836 $3.3M
Centaurus Financial, Inc. 0.13% Reduce -1.5% 62,117 $3.3M
Kennicott Capital Management LLC 1.54% Reduce -2.1% 61,941 $3.3M
BigSur Wealth Management LLC 0.80% Add +1.3% 61,820 $3.3M
Corsicana & Co. 1.59% Add +0.1% 61,069 $3.3M
Bfsg, LLC 0.29% Add +0.1% 60,907 $3.3M
Empowered Funds, LLC 0.02% Add +54.6% 60,789 $3.3M
RPg Family Wealth Advisory, LLC 0.54% Add +12.9% 60,138 $3.2M
Elm Partners Management LLC 0.12% Add +15.5% 60,083 $3.2M
Absolute Capital Management, LLC 0.80% No change 59,900 $3.2M
Pinnacle Financial Partners, Inc. 0.02% Add +3.7% 59,836 $3.2M
Risk Paradigm Group, LLC 2.51% Add +13.8% 59,627 $3.2M
Peddock Capital Advisors, LLC 0.64% Add +5.8% 59,530 $3.2M
Banque Pictet & Cie SA 0.03% Reduce -12.9% 58,642 $3.1M
Dynamic Wealth Strategies, LLC 1.67% Add +7.7% 58,483 $3.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.35% Add +0.8% 58,394 $3.1M
Dimension Capital Management LLC 0.37% Add +10.9% 58,159 $3.1M
Laraway Financial Advisors Inc 1.89% Reduce -0.4% 58,073 $3.1M
Caprock Group, LLC 0.06% Add +2.0% 57,662 $3.1M
Perennial Investment Advisors, LLC 0.21% Add +29.8% 57,558 $3.1M
Calton & Associates, Inc. 0.45% Add +11.0% 57,224 $3.1M
M3 Advisory Group, LLC 1.59% Add +2.3% 57,128 $3.1M
Marex Group Ltd 0.02% Add +20.1% 57,038 $3.1M
Orca Investment Management, LLC 2.22% Reduce -1.3% 57,010 $3.1M
Orion Porfolio Solutions, LLC 0.02% Reduce -17.9% 56,823 $3.0M
Wedbush Securities Inc. 0.08% Reduce -3.4% 56,448 $3.0M
Keybank National Association 0.01% Add +1.8% 56,442 $3.0M
Fiduciary Group, LLC 0.24% Add +5.2% 56,254 $3.0M
WP Advisors, LLC 0.73% Reduce -0.5% 56,199 $3.0M
Corrado Advisors, LLC 1.38% Add +2.1% 55,906 $3.0M
Wealthfront Advisers LLC 0.01% Add +7.8% 55,602 $3.0M
NorthCrest Asset Manangement, LLC 0.08% Add +3.9% 53,624 $3.0M
Onyx Bridge Wealth Group LLC 0.27% Reduce -4.9% 55,542 $3.0M
JFS Wealth Advisors, LLC 0.15% Add +5.4% 55,509 $3.0M
Brighton Jones LLC 0.06% Reduce -0.3% 55,270 $3.0M
Greenwich Wealth Management LLC 0.11% Reduce -1.0% 55,177 $3.0M
Avior Wealth Management, LLC 0.08% Add +10.0% 55,012 $2.9M
Marble Wealth, LLC 0.45% New 54,689 $2.9M
Brown Financial Advisors 1.02% Add +11.1% 54,737 $2.9M
Johnson Investment Counsel Inc. 0.02% Add +16.6% 54,367 $2.9M
Quattro Financial Advisors LLC 0.62% Add +3.3% 54,088 $2.9M
B. Riley Wealth Advisors, Inc. 0.16% Add +10.1% 53,678 $2.9M
Appalachian Capital Management Ltd 2.08% Reduce -0.7% 53,558 $2.9M
CMG Global Holdings, LLC 1.22% Add +1.0% 53,537 $2.9M
Moneta Group Investment Advisors LLC 0.02% Add +17.2% 53,464 $2.9M
Capital Advisors, Ltd. LLC 0.29% Reduce -0.5% 53,333 $2.9M
Herbst Group, LLC 1.56% Reduce -16.5% 53,312 $2.9M
Harrell Investment Partners, LLC 0.62% Add +0.8% 53,306 $2.9M
Constitution Capital LLC 1.47% Reduce -3.2% 53,291 $2.9M
Graetz Wealth LLC 2.28% Add +3.7% 53,212 $2.9M
Matauro, LLC 0.38% New 53,083 $2.8M
Y.D. More Investments Ltd 0.09% Add +5.7% 53,015 $2.8M
Thayer Partners, LLC / MA 1.16% Add +8.4% 52,420 $2.8M
Okabena Investment Services Inc. 0.50% Add +2.4% 52,196 $2.8M
Capula Management Ltd 0.01% New 52,138 $2.8M
PCG Asset Management, LLC 1.99% Reduce -1.4% 51,843 $2.8M
Centiva Capital, LP 0.09% Reduce -9.9% 51,836 $2.8M
Advisor Resource Council 0.93% Reduce -32.7% 49,497 $2.8M
Pinnacle Associates Ltd. 0.03% Reduce -5.9% 51,816 $2.8M
SHUTTLEWORTH & Co 2.21% Add +1.8% 51,661 $2.8M
Vertex Investment Solutions Co., Ltd. 1.84% Add +62.1% 50,900 $2.7M
Curat Global, LLC 2.22% Reduce -0.9% 21,442 $2.7M
Group One Trading LLC 0.08% Add +0.3% 50,774 $2.7M
Advisory Solutions Group, LLC 0.93% — 50,727 $2.7M
Compass Financial Management LLC 0.33% — 49,793 $2.7M
Bradley Foster & Sargent Inc. 0.04% Reduce -6.9% 50,517 $2.7M
Aptus Capital Advisors, LLC 0.02% Add +0.3% 50,432 $2.7M
Maridea Wealth Management LLC 0.29% Add +26.2% 50,025 $2.7M
Earned Wealth Advisors, LLC 0.17% Reduce -1.2% 49,998 $2.7M
Associated Banc-Corp 0.06% Reduce -0.4% 49,877 $2.7M
One Charles Private Wealth Services, LLC 0.62% Reduce -2.8% 49,814 $2.7M
Darwin Wealth Management, LLC 0.73% Add +2.2% 49,682 $2.7M
Next Level Private LLC 0.52% Reduce -1.3% 49,672 $2.7M
Flaharty Asset Management, LLC 3.79% Reduce -92.6% 47,506 $2.6M
IFP Advisors, Inc 0.05% Add +21.1% 49,363 $2.6M
International Assets Investment Management, LLC 0.16% Reduce -0.4% 48,322 $2.6M
Henson-Edgewater Management, LLC 1.38% Reduce -0.3% 45,648 $2.6M
Meridian Wealth Management, LLC 0.08% Reduce -6.3% 49,170 $2.6M
Axiom Investment Management LLC 1.76% Add +183.8% 49,078 $2.6M
Odyssey Capital Advisors, Inc. 1.86% Add +3.0% 48,555 $2.6M
Invst, LLC 0.25% Reduce -15.0% 48,157 $2.6M
WNY Asset Management, LLC 0.23% Reduce -2.5% 47,829 $2.6M
January Capital Advisors LLC 2.13% Add +157.5% 47,533 $2.5M
Moors & Cabot, Inc. 0.10% Reduce -1.8% 47,498 $2.5M
Mathes Company, Inc. 0.79% Add +384.7% 47,500 $2.5M
StoneX Group Inc. 0.10% Add +13.3% 47,331 $2.5M
Nwam LLC 0.13% Add +14.4% 47,303 $2.5M
Ethos Financial Group, LLC 0.17% Reduce -20.5% 44,458 $2.5M
Realta Investment Advisors 0.78% Add +9.9% 46,825 $2.5M
Rockingstone Advisors LLC 0.99% Add +3.7% 46,138 $2.5M
Fearless Solutions, LLC dba Best Invest 1.30% Add +8.4% 45,974 $2.5M
Boltwood Capital Management 0.56% Add +0.7% 45,562 $2.4M
High Note Wealth, LLC 0.42% Reduce -4.3% 45,540 $2.4M
DT Investment Partners, LLC 0.18% No change 45,474 $2.4M
Peterson Wealth Management 1.14% Add +88.4% 45,453 $2.4M
Financiere des Professionnels - Fonds d'investissement inc. 0.14% Reduce -19.1% 45,400 $2.4M
Lionsbridge Wealth Management LLC 2.38% Reduce -4.8% 45,305 $2.4M
Fiduciary Trust Co 0.03% Reduce -41.6% 45,196 $2.4M
Bleakley Financial Group, LLC 0.03% Reduce -4.1% 45,002 $2.4M
Regions Financial Corp. 0.01% Reduce -5.5% 44,941 $2.4M
Wick Capital Partners, LLC 0.36% New 44,637 $2.4M
Insigneo Advisory Services, LLC 0.09% Reduce -30.3% 44,443 $2.4M
GC Wealth Management RIA, LLC 0.14% Add +172.9% 44,086 $2.4M
Jacobi Capital Management LLC 0.12% Add +2.6% 44,081 $2.4M
RiverGlades Family Offices LLC 1.08% Reduce -0.1% 44,067 $2.4M
First Bancorp, Inc 0.93% Add +12.9% 43,839 $2.4M
Wall Capital Group, Inc. 1.92% Add +3.5% 43,785 $2.3M
Pinnacle Family Advisors, LLC 0.98% Add +110.8% 43,640 $2.3M
Fulcrum Equity Management 1.86% Add +51.7% 42,945 $2.3M
AE Wealth Management LLC 0.01% Add +10.4% 42,824 $2.3M
SteelPeak Wealth, LLC 0.06% Reduce -76.7% 42,556 $2.3M
Highland Capital Management, LLC 0.10% No change 42,358 $2.3M
PFG Investments, LLC 0.09% Reduce -1.8% 42,064 $2.3M
St. Johns Investment Management Company, LLC 0.85% Add +1.8% 42,056 $2.3M
Montag A & Associates Inc. 0.10% Reduce -4.5% 42,030 $2.3M
Hansen & Associates Financial Group, Inc. 1.29% Add +200.7% 40,076 $2.2M
Beacon Capital Management, Inc. 0.14% Add +17.0% 41,804 $2.2M
Waterloo Capital, L.P. 0.13% Reduce -34.2% 41,770 $2.2M
Diversify Advisory Services, LLC 0.04% New 39,349 $2.2M
Diversify Wealth Management, LLC 0.04% Reduce -25.7% 39,349 $2.2M
Ocean Park Asset Management, LLC 0.11% New 41,485 $2.2M
Verus Capital Partners, LLC 0.12% Add +353.6% 41,076 $2.2M
WealthPLAN Partners, LLC 0.42% Add +0.7% 40,881 $2.2M
Parallel Advisors, LLC 0.03% Reduce -1.9% 40,804 $2.2M
Crews Bank & Trust 0.29% Reduce -1.7% 40,787 $2.2M
Floyd Financial Group LLC 1.43% Reduce -1.9% 38,919 $2.2M
Collaborative Capital Advisors LLC 1.38% — 40,698 $2.2M
E&G Advisors, LLC 0.42% Reduce -0.1% 40,612 $2.2M
Deutsche Bank AG 0.00% Reduce -15.4% 40,604 $2.2M
Paladin Wealth, LLC 1.26% Add +21.4% 40,415 $2.2M
PEAK6 LLC 0.05% New 40,328 $2.2M
Sig Brokerage, LP 0.34% Add +10.7% 40,025 $2.1M
BOCHK Asset Management Ltd 0.34% No change 40,000 $2.1M
CI Investments Inc. 0.01% Reduce -20.0% 40,000 $2.1M
HBW Advisory Services LLC 0.19% Add +2.1% 39,989 $2.1M
Ameraudi Asset Management, Inc. 0.97% Add +12.0% 39,935 $2.1M
Kanawha Capital Management LLC 0.14% Reduce -0.8% 39,787 $2.1M
Beacon Financial Group 0.19% Reduce -15.4% 39,564 $2.1M
Zhang Financial LLC 0.06% Add +5.9% 38,988 $2.1M
McGuire Investment Group, LLC 0.18% Add +2.6% 38,872 $2.1M
MTM Investment Management, LLC 0.59% Add +1.1% 38,707 $2.1M
Crumly & Associates Inc. 0.40% Reduce -1.3% 38,491 $2.1M
Redwood Financial Network Corp 1.14% Reduce -6.8% 38,384 $2.1M
Founders Financial Alliance, LLC 0.27% Reduce -1.5% 37,952 $2.0M
Argent Trust Co 0.06% Add +166.8% 37,849 $2.0M
Schnieders Capital Management, Llc. 0.27% Reduce -1.3% 37,721 $2.0M
Next Capital Management LLC 0.54% Add +9.0% 37,600 $2.0M
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -8.0% 37,311 $2.0M
Accel Wealth Management 0.45% Reduce -3.9% 37,174 $2.0M
Managed Asset Portfolios, LLC 0.23% New 37,113 $2.0M
Dynamic Advisor Solutions LLC 0.06% Reduce -35.7% 37,049 $2.0M
Focus Partners Advisor Solutions, LLC 0.02% Add +3.6% 36,989 $2.0M
Ashton Thomas Securities, LLC 0.29% Add +11.0% 36,899 $2.0M
Windsor Capital Management, LLC 0.51% Reduce -0.4% 36,867 $2.0M
Olympiad Research LP 4.10% Add +80.2% 36,707 $2.0M
Prelude Capital Management, LLC 0.14% Add +80.2% 36,707 $2.0M
Activest Wealth Management 0.38% Reduce -46.5% 36,562 $2.0M
Brick & Kyle, Associates 0.65% No change 39,634 $2.0M
Intellectus Partners, LLC 0.34% Add +0.1% 36,351 $1.9M
Patten & Patten Inc. 0.10% Reduce -2.0% 36,071 $1.9M
Plimoth Trust Co. LLC 0.39% Reduce -4.6% 36,055 $1.9M
Northstar Advisory Group, LLC 0.60% Reduce -0.2% 35,935 $1.9M
Cladis Investment Advisory, LLC 0.90% Add +5.4% 35,877 $1.9M
Counterweight Ventures, LLC 0.95% Reduce -1.3% 35,674 $1.9M
Phillips Wealth Planners LLC 1.41% Add +3.7% 34,036 $1.9M
Advisors Capital Management, LLC 0.02% Reduce -3.2% 35,566 $1.9M
Jacobs Equity LLC 1.32% Add +11.7% 35,531 $1.9M
Glen Eagle Advisors, LLC 0.24% Add +7.1% 35,379 $1.9M
University of Texas/Texas Am Investment Management Co. 0.22% Add +1.3% 35,233 $1.9M
Nicolet Bankshares Inc. 0.06% Add +6.6% 34,868 $1.9M
Advocate Investing Services LLC 1.45% Reduce -0.5% 35,000 $1.9M
Black Maple Capital Management LP 1.26% No change 35,000 $1.9M
Monetary Management Group Inc. 0.38% Reduce -3.6% 34,925 $1.9M
Baker Avenue Asset Management, LP 0.04% Add +0.8% 34,700 $1.9M
RCW Management, LLC 1.66% Add +0.0% 34,592 $1.9M
Ingalls & Snyder LLC 0.05% Add +5.7% 34,461 $1.8M
Nations Financial Group Inc, /Ia/ 0.09% Add +0.3% 34,451 $1.8M
Hillcrest Wealth Advisors - NY, LLC 0.66% Reduce -37.3% 34,445 $1.8M
Fidelis Capital Partners, LLC 0.10% Add +147.2% 34,007 $1.8M
One Wealth Map LLC 0.85% Add +3.9% 31,983 $1.8M
Integrity Alliance, Llc. 0.06% Add +18.5% 33,798 $1.8M
Curi Capital, LLC 0.03% Add +0.5% 33,766 $1.8M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Add +50.1% 33,673 $1.8M
Ieq Capital, LLC 0.01% Reduce -7.9% 33,615 $1.8M
GWN Securities Inc. 0.30% Reduce -8.3% 33,610 $1.8M
Founders Grove Wealth Partners, LLC 0.36% Reduce -0.6% 33,579 $1.8M
Williams Jones Wealth Management, LLC. 0.02% Add +1.4% 33,570 $1.8M
Prime Capital Investment Advisors, LLC 0.02% Reduce -46.8% 33,330 $1.8M
Hennion & Walsh Asset Management, Inc. 0.05% Add +17.5% 33,174 $1.8M
McLaughlin Asset Management, Inc. 1.23% Add +1.4% 33,086 $1.8M
LJI Wealth Management, LLC 0.25% Add +1.5% 33,006 $1.8M
Stapp Wealth Management, PLLC 2.31% Reduce -0.6% 32,955 $1.8M
Bank of Marin 1.23% No change 32,812 $1.8M
Indie Asset Partners, LLC 1.68% New 32,690 $1.8M
Successful Portfolios LLC 0.82% Reduce -0.7% 31,374 $1.7M
National Bank of Canada 0.00% Reduce -73.1% 32,498 $1.7M
Symmetry Investments LP 0.19% Add +3717.7% 32,450 $1.7M
Essex Financial Services, Inc. 0.09% Reduce -0.4% 32,278 $1.7M
Apollon Wealth Management, LLC 0.02% Add +1.7% 32,190 $1.7M
Cantor Fitzgerald, L. P. 0.03% New 32,178 $1.7M
Journey Advisory Group, LLC 0.13% Reduce -0.9% 32,168 $1.7M
Howard Capital Management Group, LLC 0.11% Reduce -0.6% 32,074 $1.7M
Trust Co. of Oklahoma 0.44% Add +1.7% 31,956 $1.7M
Whitaker-Myers Wealth Managers, LTD. 0.28% Reduce -38.4% 31,629 $1.7M
First Horizon Corp. 0.07% Add +4.7% 31,627 $1.7M
Golden State Wealth Management, LLC 0.15% Reduce -5.9% 31,527 $1.7M
FUKOKU MUTUAL LIFE INSURANCE Co 0.10% New 31,500 $1.7M
Private Trust Co. NA 0.13% Add +6.1% 31,461 $1.7M
Mosley Wealth Management 0.53% Add +1460.4% 31,052 $1.7M
Roberts Wealth Advisors, LLC 0.38% Add +4.6% 30,915 $1.7M
Kingstone Capital Partners Texas, LLC 0.88% Reduce -6.0% 30,913 $1.7M
Advyzon Investment Management, LLC 0.12% Reduce -0.4% 30,802 $1.7M
Compass Capital Corp. /Ma/ 0.54% Reduce -6.6% 28,543 $1.6M
City Center Advisors, LLC 1.33% Add +10.1% 30,748 $1.6M
Sax Wealth Advisors, LLC 0.07% Add +67.5% 33,384 $1.6M
Mesirow Financial Investment Management, Inc. 0.03% Add +2.7% 30,689 $1.6M
Lanark Financial, Inc. 0.11% Add +15.5% 30,662 $1.6M
Global Financial Private Client, LLC 0.45% Add +1.5% 30,625 $1.6M
First National Bank of Omaha 0.05% Reduce -1.4% 30,532 $1.6M
Wedmont Private Capital 0.04% Reduce -0.3% 29,363 $1.6M
Legacy Wealth Managment, LLC 0.67% Add +60844.0% 30,472 $1.6M
DecisionMap Wealth Management, LLC 0.91% Add +5.5% 30,343 $1.6M
Fairvoy Private Wealth, LLC 0.33% Reduce -73.3% 30,263 $1.6M
NWF Advisory Services Inc. 0.15% Reduce -1.4% 30,126 $1.6M
VCI Wealth Management LLC 0.40% Add +2.4% 30,059 $1.6M
Beacon Bridge Wealth Partners, LLC 0.46% Reduce -20.6% 29,990 $1.6M
Rik Saylor Financial, Inc. 1.06% Reduce -6.1% 29,816 $1.6M
Nomura Asset Management International Inc. 0.00% Reduce -2.6% 29,723 $1.6M
Capitol Family Office, Inc. 1.68% Add +15.3% 29,586 $1.6M
Mattson Financial Services, LLC 0.33% Add +15.5% 27,904 $1.6M
Per Stirling Capital Management, LLC. 0.15% New 29,471 $1.6M
Crestwood Advisors Group, LLC 0.02% Reduce -8.5% 29,311 $1.6M
Lowe Brockenbrough & Co. Inc. 0.07% No change 29,293 $1.6M
Nuveen, LLC 0.00% New 28,819 $1.5M
Magnus Financial Group LLC 0.11% Reduce -1.4% 28,793 $1.5M
PSI Advisors, LLC 0.36% Reduce -1.3% 28,611 $1.5M
American Institute for Advanced Investment Management, LLP 0.88% Reduce -2.4% 28,558 $1.5M
Tranquility Partners, LLC 0.53% No change 28,517 $1.5M
Summit Securities Group LLC 0.30% New 28,500 $1.5M
Westbourne Investment Advisors, Inc. 0.42% Add +0.4% 28,436 $1.5M
Sigma Investment Counselors Inc. 0.07% Reduce -23.3% 28,221 $1.5M
Capital Investment Advisory Services, LLC 0.09% Add +0.9% 28,025 $1.5M
Lighthouse Investment Partners, LLC 0.05% New 27,850 $1.5M
Smith Salley Wealth Management 0.06% No change 27,807 $1.5M
Financial Freedom, LLC 0.68% Reduce -31.0% 27,781 $1.5M
CWA Asset Management Group, LLC 0.05% Reduce -3.3% 27,564 $1.5M
Headlands Technologies LLC 0.16% Add +367.8% 27,551 $1.5M
Marco Investment Management LLC 0.10% Reduce -6.8% 27,539 $1.5M
SeaCrest Wealth Management, LLC 0.16% Add +1.2% 27,520 $1.5M
Point Windward Advisors Inc. 0.66% Add +3.9% 27,396 $1.5M
Wealthcare Advisory Partners LLC 0.03% Reduce -7.0% 27,343 $1.5M
Natixis Advisors, LLC 0.00% Reduce -6.0% 27,312 $1.5M
Circle Wealth Management, LLC 0.02% Reduce -24.5% 27,272 $1.5M
Whittier Trust Co. 0.01% No change 25,947 $1.5M
Appleton Partners Inc. 0.09% Reduce -3.9% 27,111 $1.5M
Lyell Wealth Management, LP 0.09% Add +4.8% 27,068 $1.5M
Jackson, Grant Investment Advisers, Inc. 0.45% Reduce -6.2% 26,998 $1.4M
Ring Mountain Capital, LLC 0.61% Reduce -3.7% 26,951 $1.4M
Allie Family Office LLC 0.54% Add +8.4% 26,866 $1.4M
Ruggiero Investments, Inc. 1.22% Reduce -20.8% 26,787 $1.4M
Wealthgarden F.S. LLC 0.81% Reduce -35.0% 26,640 $1.4M
R2 Capital Strategies, LLC 0.65% — 26,604 $1.4M
Parkside Financial Bank & Trust 0.10% No change 26,576 $1.4M
Neuberger Berman Group LLC 0.00% Reduce -2.8% 26,540 $1.4M
Tradition Wealth Management, LLC 0.09% Reduce -2.1% 26,432 $1.4M
Boston Partners 0.00% Add +0.5% 26,408 $1.4M
EverSource Wealth Advisors, LLC 0.05% Reduce -11.9% 26,352 $1.4M
Mma Asset Management LLC 0.45% Reduce -5.1% 26,325 $1.4M
MKT Advisors LLC 0.44% Reduce -2.2% 25,153 $1.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.45% Reduce -5.0% 24,987 $1.4M
NBT Bank, N.A. 0.09% Reduce -0.6% 26,097 $1.4M
SP Asset Management LLC 0.11% Add +1.1% 25,828 $1.4M
Contravisory Investment Management, Inc. 0.24% Reduce -30.5% 25,652 $1.4M
Asset One Wealth Management LLC 0.14% Add +5.1% 24,299 $1.4M
Creative Financial Designs Inc. 0.07% Reduce -71.9% 25,611 $1.4M
Chilton Investment Co. Inc. 0.03% Add +7.3% 25,451 $1.4M
Wilmington Savings Fund Society, FSB 0.03% Reduce -1.0% 25,446 $1.4M
Freestone Capital Holdings, LLC 0.04% Add +60.5% 25,413 $1.4M
Keebeck Wealth Management 0.13% No change 25,242 $1.4M
Cavalier Investments, LLC 0.50% Add +361.0% 25,195 $1.4M
EFG International AG 0.03% Add +26.1% 25,170 $1.3M
Ironwood Financial, llc 0.21% Reduce -9.4% 24,002 $1.3M
Advisors Management Group Inc. 0.22% Add +0.3% 24,992 $1.3M
Glenview Trust Co 0.02% Reduce -6.7% 24,944 $1.3M
Brookwood Investment Group LLC 0.15% Add +98.9% 24,839 $1.3M
One Capital Management, LLC 0.04% No change 26,900 $1.3M
Penobscot Wealth Management 0.35% Add +1.4% 24,744 $1.3M
Breakwater Capital Group 0.16% Add +4.0% 24,741 $1.3M
HBK Sorce Advisory LLC 0.03% Add +11.8% 22,663 $1.3M
Donaldson Capital Management, LLC 0.04% Add +46.4% 24,465 $1.3M
Tsfg, LLC 0.17% Reduce -0.9% 24,437 $1.3M
Tempo Wealth, LLC 0.19% Add +1.2% 24,434 $1.3M
Xcel Wealth Management, LLC 0.32% Reduce -0.1% 24,413 $1.3M
Spartan Wealth Advisory Services LLC 0.11% Add +42.7% 24,234 $1.3M
First Business Financial Services, Inc. 0.10% No change 24,095 $1.3M
Hills Bank & Trust Co 0.05% Add +29.4% 24,012 $1.3M
Camelot Technology Advisors, Inc. 0.88% Reduce -38.5% 24,004 $1.3M
Eagle Capital Management, LLC 0.44% Add +4.2% 23,990 $1.3M
Ally Invest Advisors Inc. 0.08% Add +6.9% 23,868 $1.3M
Ranch Capital Advisors Inc. 0.40% Reduce -0.1% 23,799 $1.3M
Landaas & Co. /Wi 0.23% No change 23,786 $1.3M
JBR Co Financial Management Inc 0.46% Reduce -36.2% 23,765 $1.3M
Valmark Advisers, Inc. 0.01% Reduce -3.5% 23,758 $1.3M
Novem Group 0.13% Add +32.5% 23,751 $1.3M
Cape Ann Savings Bank 0.59% Reduce -1.5% 23,559 $1.3M
Navis Wealth Advisors, LLC 0.48% Add +0.0% 23,547 $1.3M
Milestone Asset Management, LLC 0.20% Add +64.5% 23,477 $1.3M
Stonebridge Financial Group, LLC 0.17% — 23,462 $1.3M
UNIVEST FINANCIAL Corp 0.06% Reduce -16.3% 23,262 $1.2M
Ballentine Partners, LLC 0.02% Add +24.9% 23,248 $1.2M
Sherman Asset Management, Inc. 0.96% Add +0.2% 23,093 $1.2M
Flputnam Investment Management Co. 0.01% Add +15.6% 23,079 $1.2M
PFS Partners, LLC 0.50% Reduce -2.2% 23,021 $1.2M
Connecticut Wealth Management, LLC 0.05% Add +3.1% 22,968 $1.2M
C2C Wealth Management, LLC 0.96% Reduce -1.0% 22,953 $1.2M
Core Wealth Partners LLC 0.52% Add +5.2% 22,884 $1.2M
Alliancebernstein L.P. 0.00% Reduce -9.4% 24,800 $1.2M
Bluesphere Advisors LLC 0.38% Add +5.3% 22,768 $1.2M
Silverlake Wealth Management LLC 0.23% Reduce -18.6% 22,640 $1.2M
Audent Global Asset Management, LLC 1.35% Add +34.4% 22,613 $1.2M
Chevy Chase Trust Holdings, LLC 0.00% Add +3.8% 22,585 $1.2M
Arrow Financial Corp 0.11% Reduce -1.4% 22,502 $1.2M
71 West Capital Partners 0.04% No change 22,488 $1.2M
First Citizens Financial Corp 0.50% Reduce -16.2% 22,487 $1.2M
Savvy Advisors, Inc. 0.03% Add +117.5% 22,284 $1.2M
Value Investment Professionals, LLC 1.00% New 22,242 $1.2M
Investors Asset Management of Georgia Inc. /Ga/ 0.41% Add +1.8% 22,074 $1.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +53.8% 22,065 $1.2M
M.E. Allison & Co., Inc. 0.68% Add +1.8% 22,015 $1.2M
Ritholtz Wealth Management 0.02% Add +89.5% 21,944 $1.2M
World Equity Group, Inc. 0.26% Add +2.9% 21,855 $1.2M
Summit Trail Advisors, LLC 0.01% Add +1.1% 21,783 $1.2M
Koshinski Asset Management, Inc. 0.06% Reduce -2.4% 21,766 $1.2M
Vilga Financial Planning LLC 0.88% Add +0.8% 21,723 $1.2M
Independent Advisor Alliance 0.03% Reduce -88.6% 21,690 $1.2M
Toews Corp. 0.17% New 21,600 $1.2M
Certified Advisory Corp 0.09% Reduce -1.6% 21,579 $1.2M
Alteri Wealth LLC 0.32% Add +5.3% 21,560 $1.2M
Fiduciary Financial Advisors 0.12% New 21,299 $1.1M
Verdence Capital Advisors LLC 0.06% Reduce -4.7% 21,223 $1.1M
Manhattan West Asset Management, LLC 0.19% Add +36.3% 21,137 $1.1M
Providence First Trust Co 0.32% Reduce -16.1% 21,109 $1.1M
First Manhattan Co. Llc. 0.00% Reduce -0.4% 20,998 $1.1M
Claro Advisors Inc. 0.12% Add +0.1% 20,987 $1.1M
Autumn Glory Partners, LLC 0.32% Reduce -20.8% 20,970 $1.1M
Nova Wealth Management, Inc. 0.62% Reduce -11.2% 20,969 $1.1M
Angeles Wealth Management, LLC 0.05% Add +62.0% 20,968 $1.1M
Compound Planning, Inc. 0.03% Reduce -2.9% 20,874 $1.1M
Csenge Advisory Group 0.05% Add +2.6% 20,827 $1.1M
N.E.W. Advisory Services LLC 0.07% Add +8.3% 20,798 $1.1M
Cardinal Point Capital Management ULC 0.06% Reduce -0.8% 20,721 $1.1M
Certuity, LLC 0.05% Reduce -21.5% 20,574 $1.1M
American Financial Advisors, LLC 0.13% Reduce -0.8% 20,562 $1.1M
Acorns Advisers, LLC 0.01% Add +8.7% 20,421 $1.1M
Financial Engines Advisors L.L.C. 0.00% Add +0.2% 20,377 $1.1M
APS Management Group, Inc. 0.84% Reduce -3.1% 20,301 $1.1M
First National Bank of Hutchinson 0.59% Add +3.3% 20,145 $1.1M
Rossby Financial, LCC 0.20% Reduce -4.2% 20,222 $1.1M
Richards, Merrill & Peterson, Inc. 0.34% Add +33.1% 19,925 $1.1M
Flywheel Private Wealth LLC 0.52% No change 19,832 $1.1M
WESPAC Advisors, LLC 0.52% New 19,768 $1.1M
German American Bancorp, Inc. 0.08% No change 19,690 $1.1M
Soltis Investment Advisors LLC 0.06% Reduce -37.1% 19,621 $1.1M
Davis R M Inc. 0.02% Reduce -0.1% 19,594 $1.1M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +0.3% 19,527 $1.0M
Blue Chip Partners, LLC 0.07% Reduce -42.1% 19,309 $1.0M
Granite FO LLC 0.55% No change 19,305 $1.0M
Perennial Advisors, LLC 0.16% Reduce -0.7% 19,271 $1.0M
Elmwood Wealth Management, Inc. 0.26% Reduce -4.5% 19,261 $1.0M
Byrne Financial Freedom, LLC 0.40% Add +1.1% 19,252 $1.0M
D L Carlson Investment Group Inc. 0.16% Reduce -3.9% 19,193 $1.0M
Smith, Moore & Co. 0.07% Add +21.8% 19,180 $1.0M
Northland Securities, Inc. 0.59% Reduce -2.6% 19,004 $1.0M
Betterment LLC 0.00% Add +17.1% 18,952 $1.0M
Spreng Capital Management, Inc. 0.37% Reduce -5.1% 18,838 $1.0M
MCF Advisors LLC 0.04% No change 18,734 $1.0M
AdvisorNet Financial, Inc 0.05% Add +17.9% 18,723 $1.0M
Syon Capital LLC 0.04% Reduce -39.0% 18,688 $1.0M
Partners Wealth Management, LLC 0.98% Add +6.6% 18,653 $1000K
Prairiewood Capital, LLC 0.26% Reduce -1.4% 18,614 $998K
O'ROURKE & COMPANY, Inc 0.35% Add +3.7% 18,562 $995K
Stonebrook Private Inc. 0.18% Reduce -22.9% 18,547 $994K
VestGen Advisors, LLC 0.03% Reduce -0.4% 18,525 $993K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +70.0% 18,523 $993K
Bullock Wealth Management Group 0.43% Reduce -30.1% 18,122 $993K
Legacy Capital Group California, Inc. 0.30% Add +41.5% 18,470 $990K
Cloud Capital Management, LLC 0.36% Add +10.2% 18,394 $986K
Accredited Investor Services, LLC 0.55% Reduce -3.4% 18,311 $982K
Trust Point Inc. 0.08% No change 18,285 $980K
Allen Investment Management, LLC 0.01% No change 18,274 $980K
Wealthstar Advisors, LLC 0.49% Reduce -3.3% 18,196 $975K
Balboa Wealth Partners 0.13% Reduce -2.3% 18,183 $975K
Goelzer Investment Management, Inc. 0.04% Reduce -0.6% 18,135 $972K
Sovran Advisors, LLC 0.07% Reduce -2.4% 16,807 $968K
Beacon Financial Advisory LLC 0.19% Add +0.2% 18,056 $968K
Wolff Wiese Magana LLC 0.44% Reduce -3.8% 18,033 $967K
Strategic Blueprint, LLC 0.05% Reduce -1.7% 18,011 $966K
Childress Capital Advisors, LLC 0.16% Reduce -28.0% 18,009 $965K
Peoples Bank 0.94% Reduce -5.2% 17,987 $964K
Sanchez Gaunt Capital Management, LLC 0.54% Reduce -3.0% 17,981 $964K
Pitcairn Wealth Advisors LLC 0.11% Reduce -9.6% 17,941 $962K
Chicago Partners Investment Group LLC 0.02% Add +42.9% 17,142 $957K
Lynx Investment Advisory 0.31% Reduce -0.9% 17,831 $956K
Ignite Planners, LLC 0.13% Reduce -2.3% 17,803 $954K
Fairview Capital Investment Management, LLC 0.05% Add +18.1% 17,765 $952K
Evergreen Capital Management LLC 0.02% Reduce -4.0% 17,745 $951K
Wilson & Boucher Capital Management, LLC 0.56% No change 17,725 $950K
Daymark Wealth Partners, LLC 0.02% Add +2.7% 17,683 $948K
Union Savings Bank 0.38% Reduce -0.0% 17,635 $945K
Retirement Planning Group, LLC 0.02% Reduce -17.4% 17,526 $940K
Riversedge Advisors, LLC 0.12% No change 17,398 $933K
SCS Capital Management LLC 0.01% Reduce -22.6% 17,285 $927K
Credit Industriel Et Commercial 0.17% Reduce -84.7% 17,256 $925K
Coastline Trust Co 0.08% Reduce -10.3% 17,235 $924K
Kiley Juergens Wealth Management, LLC 0.14% Reduce -0.6% 17,198 $922K
Occidental Asset Management, LLC 0.09% Reduce -21.0% 17,126 $918K
Bell Bank 0.03% No change 17,088 $916K
Rehmann Capital Advisory Group 0.04% Add +45.5% 17,039 $913K
Heritage Wealth Advisors 0.03% No change 16,909 $906K
Franklin Resources Inc. 0.00% Add +0.3% 16,873 $905K
Quadcap Wealth Management, LLC 0.09% Add +8.0% 16,858 $904K
Rebalance, LLC 0.05% Add +0.3% 16,845 $903K
Webster Bank, N. A. 0.08% Add +10.8% 16,767 $899K
Thomasville National Bank 0.05% — 16,684 $894K
Headinvest, LLC 0.17% Reduce -0.1% 16,658 $893K
Regal Partners Ltd 0.05% New 16,655 $893K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +16.4% 16,636 $892K
LRI Investments, LLC 0.07% No change 16,635 $892K
MRWM Advisors, LLC 0.37% Reduce -2.0% 16,630 $892K
Worth Financial Advisory Group, LLC 0.37% New 16,540 $887K
Cassaday & Co Wealth Management LLC 0.02% Reduce -0.5% 16,515 $885K
Astra Wealth Partners LLC 0.49% Add +2.0% 16,507 $885K
V2 Financial group LLC 0.33% No change 16,461 $883K
Guardian Asset Advisors, LLC 0.41% Reduce -57.7% 16,454 $882K
SOA Wealth Advisors, LLC. 0.15% Reduce -1.6% 16,397 $879K
Signature Wealth Management Partners, LLC 0.41% Reduce -3.3% 16,338 $876K
Powell Investment Advisors, LLC 0.28% Add +0.2% 16,303 $874K
National Philanthropic Trust 0.01% New 16,276 $873K
Holderness Investments Co. 0.14% Add +2.8% 16,201 $869K
Burke & Herbert Bank & Trust Co. 0.21% Add +4.8% 16,145 $866K
Investment Advisory Group, LLC 0.19% Reduce -2.5% 16,135 $865K
Gold Investment Management Ltd. 0.23% No change 16,133 $865K
Fjell Capital, LLC 0.59% Add +3.0% 16,118 $864K
Kaizen Financial Strategies 0.34% No change 15,733 $862K
CHICAGO TRUST Co NA 0.13% Reduce -0.2% 16,062 $861K
Falcon Wealth Planning 0.05% Add +0.7% 15,987 $857K
Florida Financial Advisors, LLC 0.14% Add +39.8% 15,984 $857K
Steele Capital Management, Inc. 0.03% Reduce -3.0% 15,960 $856K
Ascent Group, LLC 0.03% Reduce -7.9% 15,916 $853K
Avantax Planning Partners, Inc. 0.02% Add +14.6% 15,912 $853K
Rwa Wealth Partners, LLC 0.01% Add +1.6% 15,888 $852K
Blue Trust, Inc. 0.01% Add +3.4% 15,836 $849K
Investment Partners, LTD. 0.26% Add +1.5% 15,799 $847K
Kessler Investment Group, LLC 0.36% Reduce -28.8% 15,794 $847K
Sherry Group, Inc. 0.83% Add +5.1% 15,738 $845K
Beaumont Asset Management, L.L.C. 0.33% Reduce -0.5% 15,708 $842K
Woodmont Investment Counsel LLC 0.05% Reduce -4.1% 15,703 $842K
Purpose Unlimited Inc. 0.03% Add +39.8% 15,686 $842K
Courier Capital LLC 0.04% Reduce -0.9% 15,684 $841K
Wesbanco Bank Inc. 0.02% Reduce -2.5% 15,662 $840K
Maloon Powers Pitre Higgins & Dennehy, LLC 0.29% — 15,645 $839K
Taylor & Morgan Wealth Management, LLC 0.41% Add +0.1% 15,451 $828K
Lynch & Associates 0.14% No change 15,350 $823K
Ameritas Investment Partners, Inc. 0.02% Add +16.0% 15,297 $820K
Nolet Wealth Management, LLC 0.45% Add +12.1% 15,274 $819K
Legacy Wealth Advisors, LLC 0.35% No change 15,251 $818K
Concentric Capital Strategies, LP 0.05% Reduce -81.0% 15,243 $817K
Arete Wealth Advisors, LLC 0.05% Add +1.1% 15,235 $817K
Mission Creek Capital Partners, Inc. 0.14% Reduce -2.8% 15,213 $816K
TD Private Client Wealth LLC 0.01% Add +0.1% 15,040 $806K
Bramshill Investments, LLC 0.06% No change 15,000 $804K
Visionary Horizons, LLC 0.34% Reduce -5.9% 14,965 $802K
Beaumont Financial Advisors, LLC 0.05% Reduce -11.8% 14,918 $800K
Investment Partners Asset Management, Inc. 0.45% No change 14,874 $797K
Equitable Trust Co. 0.03% Reduce -1.0% 14,776 $792K
MV Capital Management, Inc. 0.07% Reduce -8.3% 14,765 $792K
Cannon Capital Management, Inc. 0.67% No change 14,745 $790K
RMR Wealth Builders 0.05% Reduce -10.6% 14,717 $789K
QRG Capital Management, Inc. 0.01% Add +11.6% 14,713 $789K
Pines Wealth Management, LLC 0.23% Add +4.9% 14,670 $786K
Fourpath Capital Management, LLC 0.10% Add +10.8% 14,574 $781K
Kagan Cocozza Asset Management 0.49% Reduce -12.2% 14,530 $779K
Montecito Bank & Trust 0.12% Reduce -3.7% 14,487 $777K
Xcelsior Advisor Partners LLC 0.10% Add +24.7% 14,476 $776K
Aster Capital Management (DIFC) Ltd 0.17% Reduce -79.2% 14,472 $776K
EPG Wealth Management LLC 0.19% Reduce -10.7% 14,407 $772K
Portfolio Resources Advisor Group, Inc. 0.65% Add +13.6% 14,390 $771K
Personal Cfo Solutions, LLC 0.11% New 14,389 $771K
Monograph Wealth Advisors, LLC 0.06% No change 14,345 $769K
Banque Transatlantique SA 0.02% No change 14,300 $767K
Cascade Financial Partners, LLC 0.07% No change 14,256 $764K
Slow Capital, Inc. 0.09% Reduce -2.0% 14,250 $764K
Brown Brothers Harriman & Co. 0.00% No change 14,246 $764K
Private Wealth Asset Management, LLC 0.07% Reduce -7.9% 14,114 $757K
Prepared Retirement Institute LLC 0.32% Reduce -1.2% 14,106 $756K
Empirical Asset Management, LLC 0.17% Reduce -1.6% 14,075 $755K
Greenleaf Trust 0.01% No change 14,023 $752K
Russell Investments Group, Ltd. 0.00% Reduce -1.3% 13,977 $749K
Meridian Wealth Advisors, LLC 0.09% Add +11.0% 13,971 $749K
Moulton Wealth Management, Inc. 0.49% New 13,527 $743K
SBI Securities Co., Ltd. 0.02% Reduce -7.6% 13,782 $739K
Pure Financial Advisors, LLC 0.01% Add +11.7% 13,781 $739K
Bulwark Capital Corp 0.41% No change 13,680 $733K
Cornerstone National Bank & Trust Co 0.25% Add +204.3% 13,378 $733K
Wood Tarver Financial Group, LLC 0.17% Add +0.2% 13,600 $729K
Afg Fiduciary Services Limited Partnership 0.57% Add +6.5% 13,092 $728K
Country Trust Bank 0.01% Reduce -4.8% 13,487 $723K
Milestone Investment Advisors LLC 0.16% No change 13,388 $718K
KG Capital Management 0.43% Reduce -4.7% 13,380 $717K
Moment Partners, LLC 0.13% Reduce -0.4% 13,354 $716K
Sterneck Capital Management, LLC 0.31% Reduce -0.4% 13,319 $714K
WealthShield Partners, LLC 0.11% Reduce -65.3% 13,319 $714K
Pettyjohn, Wood & White, Inc. 0.10% Reduce -0.8% 13,287 $712K
KFA Private Wealth Group, LLC 0.17% Reduce -63.3% 13,278 $712K
Rokos Capital Management LLP 0.01% New 13,265 $711K
KMG Fiduciary Partners, LLC 0.07% Reduce -2.9% 13,262 $711K
Gallagher Fiduciary Advisors, LLC 0.02% Add +31.5% 13,202 $708K
Morangie Management LLC 0.59% No change 13,181 $707K
Blueprint Investment Partners LLC 0.06% New 13,164 $706K
waypoint wealth counsel 0.44% Add +5.5% 13,087 $702K
Sequent Planning LLC 0.15% Add +46.4% 13,070 $701K
Second Half Financial Partners, LLC 0.29% New 12,986 $696K
Sapient Capital LLC 0.01% Reduce -4.4% 12,967 $695K
GAMMA Investing LLC 0.03% Reduce -0.3% 12,949 $694K
First National Trust Co 0.02% Reduce -3.2% 12,945 $694K
Hopwood Financial Services, Inc. 0.40% No change 12,933 $693K
JBGlobal.com LLC 0.61% No change 12,921 $693K
Cassady Wealth & Retirement Planning, LLC 0.32% Reduce -7.1% 12,893 $691K
Adirondack Trust Co. 0.21% Reduce -3.8% 12,884 $691K
Florida Trust Wealth Management Co 0.02% Add +0.6% 12,848 $689K
Union Bancaire Privee, UBP SA 0.01% No change 12,858 $689K
Schmidt P J Investment Management Inc. 0.11% No change 12,797 $686K
CX Institutional 0.02% Reduce -27.3% 12,786 $685K
Up Strategic Wealth Investment Advisors LLC 0.41% No change 11,809 $685K
Bragg Financial Advisors, Inc 0.02% Reduce -3.4% 12,775 $685K
Sherman Wealth Management LLC 0.52% Add +0.3% 12,770 $685K
Diligent Investors, LLC 0.15% Reduce -2.6% 12,768 $684K
Shulman DeMeo Asset Management LLC 0.13% Reduce -0.1% 12,741 $683K
Pettinga Financial Advisors LLC 0.11% Add +111.1% 12,695 $681K
Elevatus Welath Management 0.16% Add +11.5% 12,619 $676K
Caldwell Trust Co 0.05% Reduce -1.7% 12,578 $674K
Acropolis Investment Management, LLC 0.03% Add +0.0% 12,527 $672K
Anchor Investment Management, LLC 0.05% Reduce -18.7% 12,510 $671K
Fortis Capital Advisors, LLC 0.08% Add +6.6% 12,499 $670K
Key Financial Inc 0.11% Add +8.6% 12,472 $669K
Avidian Wealth Enterprises, LLC 0.02% Reduce -8.1% 12,467 $668K
Ameriflex Group, Inc. 0.27% Add +11.7% 12,465 $668K
Kintra Wealth, LLC 0.03% Add +4.1% 11,450 $667K
Wealth Preservation Advisors, LLC 0.38% Add +52.7% 12,422 $666K
COFG Advisors, LLC 0.11% Add +3.4% 12,416 $666K
Pennsylvania Capital Management Inc. 0.17% No change 12,406 $665K
Allen Capital Group, LLC 0.05% Add +6.7% 12,377 $664K
Panoramic Investment Advisors, LLC 0.32% Add +0.9% 12,371 $663K
Swmg, LLC 0.16% Add +6.7% 11,772 $661K
Tempus Wealth Planning, LLC 0.13% Reduce -0.3% 12,314 $660K
Soros Fund Management 0.01% No change 12,270 $658K
First Citizens Bank & Trust Co. 0.01% Reduce -12.6% 12,253 $657K
Principle Wealth Partners LLC 0.03% Reduce -3.3% 12,252 $657K
Mizuho Markets Cayman LP 0.02% New 12,237 $656K
SouthState Bank Corp 0.03% Reduce -7.7% 12,231 $656K
Octavia Wealth Advisors, LLC 0.06% Reduce -3.9% 12,216 $655K
Polaris Investment Advisors, LLC 0.42% Reduce -52.3% 12,211 $655K
Signaturefd, LLC 0.01% Add +2.8% 12,170 $652K
Elgethun Capital Management 0.09% No change 12,154 $652K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -8.5% 12,130 $650K
Chilton Capital Management LLC 0.02% No change 12,114 $649K
Burford Brothers, Inc. 0.24% Add +0.8% 12,098 $649K
Winthrop Advisory Group LLC 0.04% Add +49.0% 12,079 $648K
Wealthcare Capital Partners, LLC 0.27% Add +0.3% 12,014 $644K
Old North State Trust, LLC 0.33% No change 12,000 $643K
Essex Bank 0.14% Reduce -11.7% 11,991 $643K
First Wilshire Securities Management Inc. 0.13% No change 11,950 $641K
CCG Wealth Management, LLC 0.15% Reduce -1.8% 11,925 $639K
Hall Capital Management Co. Inc. 0.20% Reduce -74.3% 11,918 $639K
Daybright Advisory Services, Inc. 0.15% Add +11.6% 11,209 $638K
Hilltop National Bank 0.14% No change 11,884 $637K
Vident Advisory, LLC 0.00% Add +11.7% 11,871 $636K
LongView Wealth Management 0.16% Reduce -20.0% 11,859 $636K
Key Client Fiduciary Advisors, LLC 0.18% Reduce -2.9% 11,831 $634K
Prostatis Group LLC 0.15% Reduce -2.0% 11,819 $634K
Destiny Wealth Partners, LLC 0.09% Reduce -39.6% 11,124 $633K
Total Wealth Planning & Management, Inc. 0.46% Add +66.6% 11,805 $633K
KLCM Advisors, Inc. 0.05% No change 11,781 $632K
Waystone Advisors LLC 0.47% Add +9.8% 11,773 $631K
Greystone Financial Group, LLC 0.18% Reduce -12.6% 11,771 $631K
Resolute Wealth Advisor, Inc. 0.36% No change 12,765 $630K
Inspire Advisors, LLC 0.04% Reduce -26.5% 11,751 $630K
Cypress Wealth Services, LLC 0.08% Reduce -1.4% 11,734 $629K
Modera Wealth Management, LLC 0.01% Reduce -0.3% 11,697 $627K
Clarity Wealth Advisors, LLC 0.11% Reduce -31.5% 11,691 $627K
Creative Capital Management Investments LLC 0.14% Add +31489.2% 11,688 $627K
McAdam, LLC 0.02% Reduce -6.4% 11,658 $625K
Duncker Streett & Co. Inc. 0.11% Add +37.1% 11,616 $623K
Grantvest Financial Group LLC 0.36% Reduce -25.0% 11,600 $622K
CrossGen Wealth, LLC 0.48% Add +1.4% 11,567 $620K
Carr Financial Group Corp 0.14% Reduce -1.9% 11,489 $616K
L & S Advisors Inc 0.06% Add +183.0% 11,473 $615K
High Point Wealth Management, LLC 0.51% Reduce -2.4% 11,455 $614K
Kaydan Wealth Management, Inc. 0.19% Add +1.9% 11,445 $614K
Nikulski Financial, Inc. 0.13% Add +20.6% 11,401 $611K
Johnson Financial Group, Inc. 0.02% Add +23.8% 11,368 $609K
Clear Harbor Asset Management, LLC 0.04% No change 11,366 $609K
Denver Wealth Management, Inc. 0.17% Add +30.7% 11,346 $608K
Biltmore Family Office, LLC 0.08% Reduce -17.4% 11,308 $606K
Vienna Asset Management LLC 0.43% Add +74.8% 11,302 $606K
Quadrant Capital Group LLC 0.02% No change 11,248 $603K
Clay Northam Wealth Management, LLC 0.30% No change 11,240 $603K
KKM Financial LLC 0.08% No change 11,213 $601K
OneAscent Financial Services LLC 0.03% Reduce -19.5% 11,203 $601K
Legacy Wealth Asset Management, LLC 0.13% No change 11,196 $600K
Argyle Capital Partners, LLC 0.38% Add +80.3% 11,166 $599K
Comprehensive Financial Planning, Inc. 0.32% Reduce -14.9% 11,154 $598K
Voya Financial Advisors, Inc. 0.05% Reduce -20.7% 11,129 $598K
Fiduciary Alliance LLC 0.04% Reduce -3.6% 11,149 $598K
Lavelle Capital LP 0.30% No change 11,133 $597K
Aviance Capital Partners, LLC 0.06% Add +0.5% 11,051 $592K
Range Advisory, LLC 0.07% Add +6.5% 11,047 $592K
Main Street Financial Solutions, LLC 0.04% Add +1.8% 10,988 $589K
First Foundation Advisors 0.02% Add +22.3% 10,953 $587K
Coldstream Capital Management Inc. 0.01% Reduce -9.3% 10,947 $587K
Pinnacle Wealth Planning Services, Inc. 0.06% Add +10.1% 10,943 $587K
Hyundai Investments Co., Ltd. 0.63% Add +28.5% 10,907 $586K
Guyasuta Investment Advisors Inc. 0.03% Add +5.6% 10,904 $585K
Aries Wealth Management 0.11% Reduce -17.5% 10,899 $584K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -5.0% 10,884 $583K
Signal Advisors Wealth, LLC 0.03% Reduce -80.0% 10,870 $583K
Mitchell Sinkler & Starr 0.24% Reduce -35.6% 10,860 $582K
D.B. Root & Company, LLC 0.12% Reduce -1.5% 10,845 $581K
Cornerstone Advisory, LLC 0.05% Reduce -1.6% 10,822 $580K
Icon Wealth Advisors, LLC 0.03% Add +0.1% 10,797 $579K
Compagnie Lombard Odier SCmA 0.01% Reduce -24.1% 10,750 $576K
Exchange Traded Concepts, LLC 0.00% Add +1350.0% 10,643 $571K
Disciplined Investors, L.L.C. 0.28% No change 10,571 $567K
Embree Financial Group 0.06% Reduce -13.3% 10,538 $565K
BBR Partners, LLC 0.03% Reduce -68.3% 10,537 $565K
Hexagon Capital Partners LLC 0.08% Reduce -6.3% 10,535 $565K
PFG Advisors 0.03% Reduce -82.3% 10,526 $564K
Global Assets Advisory, LLC 0.12% Add +15.1% 10,205 $560K
Tennessee Valley Asset Management Partners 0.06% Add +107.4% 10,448 $560K
RPG Investment Advisory, LLC 0.06% Reduce -5.5% 10,415 $558K
Arvest Bank Trust Division 0.03% Add +35.7% 10,415 $558K
Lake Street Private Wealth, LLC 0.06% Reduce -1.6% 10,387 $557K
Brave Asset Management Inc. 0.12% No change 10,374 $556K
Empower Advisory Group, LLC 0.00% Reduce -11.3% 10,373 $556K
Eagle Wealth Advisors LLC 0.42% No change 10,331 $554K
BTG Pactual Asset Management US LLC 0.04% Add +19.4% 10,288 $552K
Lodestone Wealth Management LLC 0.19% Reduce -0.7% 10,245 $549K
Seven Springs Wealth Group, LLC 0.12% No change 10,206 $547K
Coyle Financial Counsel LLC 0.10% Add +0.1% 10,190 $546K
Endeavor Private Wealth, Inc. 0.13% Reduce -11.9% 10,186 $546K
James Investment Research, Inc. 0.06% Reduce -0.0% 10,178 $546K
Optivise Advisory Services LLC 0.28% Add +4.0% 10,165 $545K
Caldwell Sutter Capital, Inc. 0.21% No change 10,157 $545K
Atlas Private Wealth Advisors 0.12% Reduce -21.7% 10,120 $543K
Wellington Shields Capital Management, LLC 0.07% Add +38.6% 10,111 $542K
Redwood Investment Management, LLC 0.05% Add +13.3% 10,115 $542K
JMG Financial Group, Ltd. 0.01% No change 10,054 $539K
Finward Bancorp 0.41% Reduce -7.1% 10,051 $539K
Clare Market Investments LLC 0.10% Add +96.0% 10,041 $538K
Select Asset Management & Trust 0.15% No change 10,035 $538K
Braun Stacey Associates Inc. 0.02% Reduce -1.9% 10,003 $536K
Ameliora Wealth Management Ltd. 0.16% No change 10,000 $536K
Drexel Morgan & Co. 0.07% No change 10,000 $536K
Continuum Advisory, LLC 0.04% Add +1.9% 9,940 $533K
Bedel Financial Consulting, Inc. 0.05% Reduce -1.2% 9,922 $532K
Tyche Wealth Partners LLC 0.07% Add +1.5% 9,884 $530K
Quantum Financial Partners LLC 0.27% — 9,853 $528K
Choate Investment Advisors 0.01% No change 9,817 $526K
Condor Capital Management 0.04% Reduce -4.3% 9,808 $526K
Summit Wealth Partners, LLC 0.07% No change 9,799 $525K
Destination Wealth Management 0.01% Reduce -5.2% 9,795 $525K
Two West Capital Advisors LLC 0.26% Reduce -9.2% 9,334 $523K
Bridgewater Advisors Inc. 0.03% Reduce -3.1% 9,090 $522K
Wealth Architects, LLC 0.04% Reduce -1.9% 9,726 $521K
Wealth Advisory Solutions, LLC 0.11% Reduce -6.1% 9,724 $521K
Hamilton Capital Partners, LLC 0.15% Add +19.1% 9,718 $521K
Nixon Peabody Trust Co. 0.04% Add +115.3% 9,690 $519K
UMB Bank, n.a. 0.01% Reduce -17.4% 9,678 $519K
Vantus Wealth LLC 0.28% — 9,640 $517K
Carnegie Lake Advisors LLC 0.19% No change 9,623 $516K
Caliber Wealth Management, LLC / KS 0.05% Reduce -2.2% 9,612 $515K
RiverFront Investment Group, LLC 0.01% Add +32.7% 9,610 $515K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.15% Add +54.8% 9,600 $515K
Integral Investment Advisors, Inc. 0.11% Reduce -1.6% 9,552 $512K
Alpine Global Management, LLC 0.08% New 9,528 $511K
Vertex Planning Partners, LLC 0.08% Reduce -8.8% 9,519 $510K
Affinity Wealth Management LLC 0.07% Reduce -98.6% 9,490 $509K
Meridian Financial Advisors, LLC 0.24% Reduce -2.1% 9,418 $505K
WealthBridge Capital Management, LLC 0.10% Reduce -2.3% 9,405 $504K
HUB Investment Partners, LLC 0.01% Add +0.6% 9,370 $502K
Brightwater Advisory LLC 0.32% Reduce -17.2% 9,349 $501K
Tiller Private Wealth, Inc. 0.16% Reduce -2.3% 9,332 $500K
Titleist Asset Management, LLC 0.03% Add +5.1% 9,319 $500K
Diversified Enterprises, LLC 0.02% Reduce -7.3% 9,318 $500K
Eldridge Investment Advisors, Inc. 0.10% Reduce -2.1% 9,317 $500K
Talisman Wealth Advisors LLC 0.37% Add +29.8% 9,315 $499K
Raab & Moskowitz Asset Management LLC 0.10% Add +4.1% 9,284 $498K
HM Payson & Co. 0.01% Reduce -0.8% 9,269 $497K
Retirement Income Solutions, Inc. 0.09% No change 10,062 $497K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% Add +11.0% 9,249 $496K
Lunt Capital Management, Inc. 0.18% New 9,245 $496K
Opinicus Capital, Inc. 0.26% Reduce -15.7% 9,210 $494K
Quarry LP 0.08% Reduce -33.0% 9,130 $489K
Smith Chas P & Associates Pa Cpas 0.02% No change 9,114 $489K
Atticus Wealth Management, LLC 0.12% Reduce -0.7% 9,074 $486K
Legacy Private Trust Co. 0.03% Reduce -14.8% 9,049 $485K
Sharkey, Howes & Javer 0.06% Add +0.0% 9,049 $485K
Sound View Wealth Advisors Group, LLC 0.03% No change 9,021 $484K
Capital Analysts, LLC 0.01% Add +8.9% 9,007 $483K
Levin Capital Strategies, L.P. 0.03% No change 9,000 $482K
1ST Source Bank 0.02% No change 8,935 $479K
Arlington Trust Co LLC 0.04% Add +132.4% 8,888 $476K
Asset Management One Co., Ltd. 0.00% New 8,846 $474K
Measured Wealth Private Client Group, LLC 0.11% Reduce -91.1% 8,827 $473K
Fortis Capital Management LLC 0.05% Reduce -10.1% 8,821 $473K
YHB Investment Advisors, Inc. 0.03% Add +0.1% 8,763 $470K
Purkiss Capital Advisors LLC 0.18% Reduce -5.1% 8,750 $469K
Burling Wealth Partners, LLC 0.07% No change 8,712 $467K
Destiny Capital Corp 0.21% No change 8,615 $462K
Cane Capital Partners, LLC 0.19% Reduce -35.4% 8,614 $462K
Royal Capital Wealth Management, LLC 0.26% Add +0.0% 8,601 $461K
HMV Wealth Advisors, LLC 0.18% Add +1.0% 8,592 $461K
Agate Pass Investment Management, LLC 0.17% Add +11.8% 8,590 $460K
Vertrix Wealth Management, LLC 0.15% Add +20.7% 8,580 $460K
Stratos Investment Management, LLC 0.02% Add +6.2% 8,578 $460K
Financial Life Planners 0.29% Reduce -25.4% 8,559 $459K
AlphaStar Capital Management, LLC 0.03% Reduce -3.4% 8,549 $458K
Mosaic Financial Group, LLC 0.29% Add +0.2% 8,501 $456K
ELCO Management Co., LLC 0.20% No change 8,505 $456K
Kestra Investment Management, LLC 0.01% New 8,504 $456K
Perryman Financial Advisory Inc. 0.06% Reduce -1.6% 8,494 $455K
Stelac Advisory Services LLC 0.08% No change 8,481 $455K
Innovative Asset Advisors Group, LLC 0.20% Reduce -5.2% 8,474 $454K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +366.4% 8,465 $454K
Sagespring Wealth Partners, LLC 0.01% Reduce -8.9% 8,450 $453K
All Terrain Financial Advisors, LLC 0.10% Add +0.0% 8,429 $452K
One Wealth Management Investment & Advisory Services, LLC 0.47% Reduce -0.3% 8,397 $450K
Capital Advisors Inc. 0.01% Reduce -6.0% 8,371 $449K
Tactive Advisors, LLC 0.11% Reduce -26.1% 8,350 $448K
Spinnaker Investment Group, LLC 0.07% Add +5.0% 8,333 $447K
Bryn Mawr Trust Advisors, LLC 0.02% Add +8.8% 8,321 $446K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -17.2% 8,315 $446K
Chicago Wealth Management, Inc. 0.16% Reduce -5.0% 8,290 $444K
Romano Brothers and Company 0.04% No change 8,287 $444K
Kathmere Capital Management, LLC 0.02% No change 8,266 $443K
Strategic Family Wealth Counselors, L.L.C. 0.10% Add +0.2% 8,262 $443K
Salem Investment Counselors Inc. 0.01% Add +3.6% 8,258 $443K
Carret Asset Management, LLC 0.04% No change 8,258 $443K
FSM Wealth Advisors, LLC 0.05% Reduce -6.1% 8,248 $442K
Bouchey Financial Group, Ltd. 0.03% Reduce -7.9% 8,233 $441K
Signature Equity Partners, LLC 0.20% Reduce -4.2% 8,224 $441K
CMH Wealth Management LLC 0.07% Reduce -1.2% 8,190 $439K
Hudson Portfolio Management LLC 0.33% No change 8,189 $439K
Southland Equity Partners LLC 0.08% Add +0.0% 8,187 $439K
OneAscent Family Office, LLC 0.22% Reduce -36.0% 8,123 $435K
Mayflower Financial Advisors, LLC 0.04% Add +30.2% 8,088 $434K
Facet Wealth, Inc. 0.01% Add +72.2% 8,087 $434K
HCR Wealth Advisors 0.04% Reduce -0.3% 8,067 $432K
Smithbridge Asset Management Inc. 0.06% No change 8,056 $432K
First Growth Capital LLC 0.33% No change 8,053 $432K
Accurate Wealth Management, LLC 0.04% Add +5.7% 7,735 $431K
Severin Investments, LLC 0.32% Add +1.6% 8,032 $431K
tru Independence LLC 0.19% Add +0.3% 8,013 $430K
Aurora Private Wealth, Inc. 0.27% Add +5.7% 8,010 $429K
Cowa, LLC 0.12% No change 8,000 $429K
American State Bank (Iowa) 0.17% Reduce -19.1% 7,997 $429K
Independence Bank of Kentucky 0.05% Add +0.6% 7,995 $429K
Grandview Asset Management LLC 0.11% Add +3.5% 7,965 $427K
Rothschild Investment LLC 0.02% Reduce -8.7% 7,942 $426K
Premier Private Wealth Management LLC 0.37% Reduce -4.3% 7,939 $426K
Fiduciary Financial Group, LLC 0.05% Add +9.7% 7,929 $425K
Ducere Wealth Management LLC 0.13% Reduce -11.3% 7,910 $424K
SmartHarvest Portfolios, LLC 0.14% No change 7,889 $423K
Garden State Investment Advisory Services LLC 0.08% Reduce -54.6% 7,872 $422K
MSH Capital Advisors LLC 0.07% Add +12.1% 7,785 $417K
Forum Financial Management, LP 0.01% Reduce -9.1% 7,775 $417K
Viewpoint Capital Management LLC 0.21% Reduce -44.1% 7,742 $415K
Sageworth Trust Co 0.02% No change 7,720 $414K
United Community Bank 0.13% Add +204.9% 7,708 $413K
Peak Retirement Planning, Inc. 0.07% Add +10.8% 7,707 $413K
Berkshire Asset Management LLC 0.02% Add +0.0% 7,684 $412K
Herold Advisors, Inc. 0.08% Reduce -1.3% 7,693 $411K
Traynor Capital Management, Inc. 0.02% Add +0.2% 7,662 $411K
Roman Butler Fullerton & Co. 0.10% Reduce -1.8% 7,310 $410K
Advisor OS, LLC 0.03% Reduce -21.0% 7,644 $410K
DWM Financial Group, Inc. 0.37% — 7,479 $410K
Riverview Capital Advisers, LLC 0.12% Add +0.0% 7,610 $408K
Patriot Investment Management Group, Inc. 0.02% Reduce -6.2% 7,586 $407K
Fortem Financial Group, LLC 0.08% Reduce -26.9% 7,576 $406K
LifeSteps Financial, Inc. 0.19% Reduce -6.2% 7,564 $406K
Richardson Capital Management LLC 0.17% No change 7,509 $403K
Victory Financial Group, LLC 0.04% Add +68.1% 7,499 $402K
Tannin Capital LLC 0.26% Add +0.9% 7,491 $402K
Warner Group LLC 0.10% New 7,472 $401K
Aspen Investment Management Inc 0.11% Reduce -5.9% 7,458 $400K
Bokf, NA 0.01% No change 7,435 $399K
Clark Asset Management, LLC 0.03% Add +8.9% 7,385 $396K
Crewe Advisors LLC 0.03% Add +2.7% 7,374 $395K
Aprio Wealth Management, LLC 0.02% Reduce -13.2% 7,372 $395K
Cove Private Wealth, LLC 0.08% New 7,371 $395K
Sage Capital Advisors,llc 0.08% Add +0.0% 7,340 $393K
Chapin Davis, Inc. 0.07% No change 7,328 $393K
Resonant Capital Advisors, LLC 0.02% No change 7,310 $392K
BIP Wealth, LLC 0.01% Add +24.4% 7,304 $392K
LFA - Lugano Financial Advisors SA 0.24% No change 7,300 $391K
Harbor Asset Planning, Inc. 0.29% Reduce -3.3% 7,299 $391K
Core Alternative Capital 0.12% Reduce -2.4% 7,290 $391K
Collaborative Wealth Managment Inc. 0.16% Reduce -19.4% 7,288 $391K
Town Capital LLC 0.25% New 7,252 $389K
Seeds Investor LLC 0.04% New 7,233 $388K
Lewis Asset Management, LLC 0.14% Add +1.4% 7,228 $388K
SMI Advisory Services, LLC 0.06% Reduce -76.9% 6,897 $387K
Fusion Capital, LLC 0.09% Add +2.8% 7,216 $387K
Calamos Wealth Management LLC 0.01% Add +6.7% 7,214 $387K
Accredited Investors Inc. 0.02% Reduce -0.6% 7,204 $386K
Silvercrest Asset Management Group LLC 0.00% Add +0.1% 7,187 $385K
Americana Partners, LLC 0.01% Reduce -11.5% 7,143 $383K
Ancora Advisors LLC 0.01% Reduce -8.2% 7,138 $383K
Farmers & Merchants Investments Inc. 0.01% No change 7,133 $382K
Register Financial Advisors LLC 0.12% Add +1.0% 7,114 $381K
D. E. Shaw & Co. 0.00% No change 7,100 $381K
Turtle Creek Wealth Advisors, LLC 0.02% No change 7,083 $380K
Stillwater Private Wealth, LLC 0.25% Reduce -53.5% 6,559 $379K
Vestor Capital, LLC 0.02% Add +32.2% 8,657 $379K
Rothschild Capital Partners, LLC 0.08% New 7,023 $377K
Cordoba Advisory Partners LLC 0.08% Reduce -6.7% 7,018 $376K
Murphy & Mullick Capital Management Corp 0.23% Reduce -2.2% 7,008 $376K
Pursue Wealth Partners LLC 0.21% Reduce -61.3% 7,001 $375K
Vista Investment Management 0.11% Add +0.6% 6,998 $375K
Laurel Oak Wealth Management, LLC 0.05% Add +5.9% 6,979 $374K
GLR Partners, LLC 0.17% Add +68.8% 6,965 $373K
Magnolia Capital Management Ltd. 0.26% No change 6,955 $373K
Resurgent Financial Advisors LLC 0.10% Add +0.1% 6,954 $373K
Centerpoint Advisory Group 0.24% Reduce -1.4% 6,951 $373K
Ellevest, Inc. 0.04% Add +107.9% 8,679 $371K
Gradient Capital Advisors, LLC 0.09% Add +0.0% 6,896 $370K
SkyOak Wealth, LLC 0.06% No change 6,881 $369K
FWG Holdings, LLC 0.13% Add +34.9% 6,540 $368K
TigerOak Management, L.L.C. 0.10% No change 6,869 $368K
Hazlett, Burt & Watson, Inc. 0.10% Add +0.0% 6,893 $368K
Smith Thornton Advisors LLC 0.16% Reduce -0.7% 6,562 $368K
Manchester Capital Management LLC 0.05% No change 6,857 $368K
STAR Financial Bank 0.15% No change 6,851 $367K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.13% Add +7.0% 6,833 $366K
Gratus Wealth Advisors, LLC 0.05% Reduce -24.1% 6,797 $364K
Waterway Wealth Management, LLC 0.07% Reduce -5.6% 6,789 $364K
Analyst IMS Investment Management Services Ltd. 0.01% Reduce -2.2% 6,745 $362K
Beacon Investment Advisory Services, Inc. 0.01% Add +12.5% 6,748 $362K
Mattern Wealth Management LLC 0.06% No change 6,726 $361K
Investment Advisory Services Inc. /TX 0.10% Add +0.1% 6,712 $360K
Aull & Monroe Investment Management Corp 0.15% No change 6,709 $360K
Liberty Wealth Management LLC 0.04% No change 7,270 $359K
International Private Wealth Advisors LLC 0.18% Reduce -18.6% 6,683 $358K
Delta Capital Management LLC 0.17% No change 6,650 $357K
Procyon Advisors, LLC 0.02% Reduce -13.2% 6,657 $357K
Bulltick Wealth Management, LLC 0.07% Add +4.9% 6,651 $357K
IPG Investment Advisors LLC 0.05% No change 6,650 $357K
Fischer Investment Strategies, LLC 0.17% Reduce -22.6% 6,635 $356K
Black Diamond Financial, LLC 0.03% Reduce -7.0% 6,621 $355K
Formidable Asset Management, LLC 0.06% Reduce -3.5% 7,169 $354K
Maia Wealth LLC 0.05% Add +48.1% 6,589 $353K
TrustBank 0.12% Reduce -2.2% 6,577 $353K
Clarity Capital Advisors, LLC 0.15% No change 6,576 $353K
River Wealth Advisors LLC 0.04% No change 6,563 $352K
Arwa LLC 0.15% Reduce -19.0% 6,199 $352K
First United Bank & Trust 0.10% Add +1.8% 6,557 $352K
Freedom Investment Management, Inc. 0.10% Reduce -20.9% 6,555 $351K
Wealthspire Retirement, LLC 0.02% Reduce -1.4% 6,525 $350K
Richard W. Paul & Associates, LLC 0.11% Reduce -0.6% 6,508 $349K
Highline Wealth Partners LLC 0.07% Add +48.3% 6,508 $349K
DV Trading LLC 0.03% Reduce -90.1% 6,500 $348K
SFE Investment Counsel 0.05% Add +0.7% 6,484 $348K
Carlson Financial, Inc. 0.18% Add +5.4% 6,477 $348K
Tortuga Wealth Management, Inc 0.26% Add +19.2% 6,473 $347K
Daiichi Life International Holdings LLC 10.94% New 6,436 $345K
Entelevest, LLC 0.30% Add +5.1% 6,435 $345K
Juncture Wealth Strategies, LLC 0.09% Reduce -9.1% 6,405 $343K
Holland Advisory Services, Inc. 0.38% No change 6,370 $341K
Alterna Wealth Management, Inc. 0.20% Reduce -22.9% 6,366 $341K
Pekin Hardy Strauss, Inc. 0.03% Add +10.3% 6,361 $341K
First County Bank 0.16% Reduce -7.0% 6,336 $340K
Canton Hathaway, LLC 0.06% No change 6,316 $339K
Boreal Capital Management LLC 0.29% No change 6,290 $337K
Private Capital Management, LLC 0.03% Reduce -16.6% 6,287 $337K
Central Bank & Trust Co. 0.05% Reduce -12.1% 6,258 $335K
JM2 Capital Inc. 0.23% Reduce -1.6% 6,245 $335K
Van Eck Associates Corp. 0.00% New 6,244 $335K
Arista Wealth Management, LLC 0.04% No change 6,215 $333K
Lighthouse Financial LLC 0.17% No change 6,211 $333K
Precedent Wealth Partners, LLC 0.06% New 6,202 $332K
Steinberganna Wealth Management 0.13% No change 6,175 $331K
First Heartland Consultants, Inc. 0.02% Reduce -6.8% 6,173 $331K
First National Bank & Trust Co. of Newtown 0.07% Add +27.5% 5,801 $330K
CRA Financial Services, LLC 0.04% Reduce -3.8% 6,154 $330K
Legacy Edge Advisors, LLC 0.03% Reduce -7.2% 6,153 $330K
Straight Path Wealth Management 0.08% Add +34.0% 6,129 $329K
Harmony Asset Management LLC 0.09% Reduce -3.2% 6,127 $328K
Whittier Trust Co. of Nevada Inc. 0.01% No change 5,859 $328K
Wernau Asset Management Inc. 0.31% No change 6,122 $328K
Strategic Advisors LLC 0.07% Reduce -22.4% 6,100 $327K
SlateStone Wealth, LLC 0.03% Reduce -2.5% 6,095 $327K
Sterling Investment Management, LLC 0.18% Reduce -10.1% 6,048 $324K
Cyndeo Wealth Partners, LLC 0.02% Add +29.1% 6,038 $324K
Tripletail Wealth Management, LLC 0.37% Add +22.0% 5,800 $323K
1834 Investment Advisors Co. 0.04% No change 6,014 $322K
Stock Yards Bank & Trust Co. 0.01% Reduce -1.4% 5,983 $321K
Avestar Capital, LLC 0.02% Add +0.9% 5,966 $320K
Strategic Wealth Partners, Ltd. 0.02% Add +0.8% 5,932 $318K
Arbor Investment Advisors, LLC 0.04% Add +0.1% 5,924 $318K
Spartan Planning & Wealth Management 0.21% New 5,924 $318K
Sonata Capital Group Inc. 0.10% Reduce -14.5% 5,900 $316K
Fiscal Wisdom Wealth Management, LLC 0.27% Add +15.4% 5,871 $315K
Keel Point, LLC 0.02% Reduce -16.3% 5,858 $314K
Bayban 0.24% Reduce -0.6% 5,851 $314K
Asset Management Group, Inc. 0.05% Add +0.1% 5,841 $313K
XP Advisory US, Inc. 0.17% — 5,832 $313K
Horrell Capital Management, Inc. 0.14% No change 5,832 $313K
Purewater Capital LLC 0.23% Reduce -12.5% 5,814 $312K
Medallion Wealth Advisors, LLC 0.10% Reduce -0.0% 5,798 $311K
Second Line Capital, LLC 0.06% Reduce -0.6% 5,787 $310K
United Advisor Group, LLC 0.03% Add +1.8% 5,782 $310K
SilverOak Wealth Management LLC 0.04% Add +0.7% 5,766 $309K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Add +2.0% 5,750 $308K
InTrack Investment Management Inc 0.15% Reduce -12.7% 5,747 $308K
Lionshead Wealth Management, LLC 0.20% No change 5,724 $307K
McHugh Group, LLC 0.16% No change 5,700 $306K
Caxton Associates LLP 0.01% New 5,700 $306K
Safeguard Investment Advisory Group, LLC 0.07% Reduce -4.3% 5,697 $305K
Pinnacle Financial Group, LLC / IL 0.07% Reduce -20.7% 5,689 $305K
Eubel Brady & Suttman Asset Management Inc. 0.04% No change 5,665 $304K
Adamsbrown Wealth Consultants LLC 0.06% Add +9.2% 5,654 $303K
Marks Group Wealth Management, Inc 0.03% Add +7.0% 5,645 $303K
Balefire, LLC 0.05% Add +18.1% 5,631 $302K
Cpwa, LLC 0.35% Add +0.9% 5,570 $299K
Acorn Wealth Advisors, LLC 0.07% Reduce -6.7% 5,559 $298K
Solutions 4 Wealth, Ltd 0.38% Reduce -21.1% 5,542 $297K
Community Bank, N.A. 0.03% Add +2.1% 5,526 $296K
Plotkin Financial Advisors, LLC 0.12% Add +14.6% 5,518 $296K
Third View Private Wealth, LLC 0.04% Reduce -7.3% 5,509 $295K
Summitry LLC 0.01% New 5,500 $295K
Blue Water Asset Management 0.10% Add +0.3% 5,488 $294K
Twin Focus Capital Partners, LLC 0.03% No change 5,479 $294K
Pictet North America Advisors SA 0.03% No change 5,467 $293K
BSW Wealth Partners 0.03% Add +0.2% 5,445 $292K
Rare Wolf Capital LLC 0.19% No change 5,437 $291K
Eastern Bank 0.00% Reduce -2.7% 5,431 $291K
Lifetime Wealth Management P.C. 0.17% No change 5,409 $290K
Athena Investment Management 0.17% Reduce -3.0% 5,400 $289K
AmeriServ Wealth Advisors 0.19% Reduce -26.9% 5,390 $289K
Mather Group, Llc. 0.00% Add +18.1% 5,389 $289K
Tucker Asset Management LLC 0.07% Add +6.3% 5,368 $288K
Elevated Capital Advisors, LLC 0.08% No change 5,349 $287K
Vines Capital Management, LLC 0.24% Reduce -1.2% 5,348 $287K
MWA Asset Management 0.13% Reduce -1.2% 5,335 $286K
LaSalle St. Investment Advisors, LLC 0.03% Reduce -0.2% 5,319 $285K
Sovereign Financial Group, Inc. 0.04% Reduce -12.7% 5,314 $285K
Dopkins Wealth Management, LLC 0.10% No change 5,305 $284K
Quantbot Technologies LP 0.01% Reduce -73.1% 5,305 $284K
GenTrust, LLC 0.01% Add +15.5% 5,298 $284K
Cullen Capital Management, LLC 0.00% Reduce -26.7% 5,296 $284K
Brevan Howard Capital Management LP 0.00% Reduce -99.8% 5,285 $284K
Rockbridge Investment Management, LCC 0.02% No change 5,292 $284K
Wealth Effects LLC 0.08% Add +1.0% 5,288 $283K
Carl P. Sherr & Co., LLC 0.12% No change 5,280 $283K
Access Financial Services, Inc. 0.09% Add +0.5% 5,270 $283K
Coquina Private Wealth LLC 0.19% Reduce -3.7% 5,263 $282K
Marion Wealth Management 0.06% No change 5,252 $282K
Strategic Investment Advisors / MI 0.02% Reduce -0.2% 5,250 $281K
Narwhal Capital Management 0.02% No change 5,250 $281K
Orion Capital Management LLC 0.09% Add +13.3% 5,239 $281K
Zacks Investment Management 0.00% Reduce -22.8% 5,238 $281K
Flagstone Financial Management 0.06% No change 5,227 $280K
Millstone Evans Group, LLC 0.15% Reduce -14.7% 5,214 $280K
Washburn Capital Management, Inc. 0.14% Reduce -31.9% 5,185 $278K
Summit Financial Strategies, Inc. 0.02% No change 5,184 $278K
Wealth Alliance Advisory Group, LLC 0.04% Reduce -4.5% 5,156 $276K
American National Bank & Trust 0.02% No change 5,151 $276K
Gallacher Capital Management LLC 0.15% Reduce -77.2% 5,141 $276K
Byrne Asset Management LLC 0.15% No change 5,139 $276K
Midwest Financial Group LLC 0.10% Add +3.4% 5,139 $275K
Tulsa Wealth Advisors, INC 0.04% Reduce -3.1% 5,126 $275K
Encompass More Asset Management 0.04% New 5,115 $274K
Gerald Baker Financial Group LLC 0.08% Add +23.5% 5,088 $273K
Financial Partners Group, Inc 0.03% Add +0.9% 5,085 $273K
Avalon Capital Management 0.06% No change 5,081 $272K
Pointe Capital Management LLC 0.12% Reduce -16.5% 5,072 $272K
White Lighthouse Investment Management Inc. 0.03% Add +3.0% 5,050 $271K
Beacon Capital Management, LLC 0.04% Reduce -8.5% 5,050 $271K
1900 Wealth Management LLC 0.02% New 5,048 $271K
DLK Investment Management, LLC 0.12% New 6,575 $270K
Arcataur Capital Management LLC 0.07% Reduce -8.1% 5,031 $270K
Fell Capital Management 0.23% No change 5,025 $269K
Clear Wave Wealth Management LLC 0.06% Reduce -13.7% 5,023 $269K
J. Safra Sarasin Holding AG 0.00% Reduce -53.7% 5,021 $269K
Arrowroot Family Office, LLC 0.08% New 5,011 $269K
Shufro Rose & Co. LLC 0.02% No change 5,000 $268K
Kapstone Financial Advisors LLC 0.11% No change 4,989 $267K
Gray Private Wealth, LLC 0.12% No change 4,988 $267K
Pinnacle Bancorp, Inc. 0.07% No change 4,986 $267K
Coppell Advisory Solutions LLC 0.02% New 4,964 $267K
Strategic Financial Concepts, LLC 0.08% Reduce -43.8% 4,961 $266K
Hourglass Capital, LLC 0.05% No change 4,937 $265K
Patrick M Sweeney & Associates, Inc. 0.15% No change 4,924 $264K
OFS Enterprise LLC 0.07% New 4,902 $263K
Sloy Dahl & Holst, LLC 0.03% No change 4,859 $260K
Wulff, Hansen & Co. 0.20% No change 4,855 $260K
First Financial Bankshares Inc 0.00% No change 4,846 $260K
Bearing Point Capital, LLC 0.04% Reduce -2.3% 4,843 $260K
Financial Solutions Advisory Group, Inc. 0.03% No change 4,671 $259K
PW Nova Financial Services LLC 0.06% Reduce -3.7% 4,834 $259K
Members Wealth LLC 0.14% No change 4,807 $258K
Synergy Asset Management, LLC 0.02% New 4,785 $257K
Rockwood Wealth Management, LLC 0.02% New 4,756 $255K
Thompson Siegel & Walmsley LLC 0.00% Reduce -6.0% 4,738 $254K
SageView Advisory Group, LLC 0.01% Reduce -2.0% 4,736 $254K
Diversified Portfolios, Inc. 0.02% No change 4,726 $253K
Smartleaf Asset Management LLC 0.01% No change 4,696 $252K
MLG Wealth Management DBA Pine Grove Financial Group 0.03% New 4,705 $252K
Gryphon Financial Partners LLC 0.02% Reduce -9.1% 4,687 $251K
Ironwood Investment Counsel, LLC 0.03% Reduce -22.3% 4,683 $251K
Capital Square, LLC 0.11% Add +0.4% 4,506 $251K
Sweeney & Michel, LLC 0.07% Add +0.3% 4,355 $251K
Larch Capital Partners LLC 0.04% New 4,665 $250K
IMA Advisory Services, Inc. 0.02% New 4,658 $250K
Cape Cod Five Cents Savings Bank 0.02% — 4,654 $250K
Sunpointe, LLC 0.07% New 4,650 $249K
Claret Asset Management Corp 0.03% No change 4,639 $249K
American Trust 0.02% Add +0.4% 4,624 $248K
RFG Holdings, Inc. 0.05% No change 4,624 $248K
Legacy Financial Independent Advisors LLC 0.12% Add +1.2% 4,622 $248K
Cim, LLC 0.03% No change 4,609 $247K
Aua Capital Management, LLC 0.11% No change 4,596 $246K
Proffitt & Goodson Inc. 0.03% Reduce -38.3% 4,591 $246K
Vigil Wealth Management, LLC 0.17% No change 4,573 $245K
Kellett Wealth Advisors, LLC 0.11% Reduce -1.4% 4,553 $244K
Peoples Financial Services Corp. 0.11% Reduce -3.2% 4,538 $243K
Amicus Financial Advisors, LLC 0.06% No change 4,528 $243K
North Dallas Bank & Trust Co. 0.14% No change 4,528 $243K
Strategies Wealth Advisors, LLC 0.02% Reduce -0.3% 4,516 $242K
Potomac Fund Management Inc. 0.01% Add +0.1% 4,503 $241K
National Wealth Management Group, LLC 0.07% Reduce -6.2% 4,452 $239K
Larry Mathis Financial Planning, LLC 0.18% New 4,446 $238K
Bernardo Wealth Planning LLC 0.04% Add +5.4% 4,440 $238K
Copia Wealth Management 0.14% Reduce -23.2% 4,433 $238K
Weaver Consulting Group 0.05% No change 4,429 $237K
Lazari Capital Management, Inc. 0.07% Reduce -2.2% 4,417 $237K
Crux Wealth Advisors 0.08% Add +0.4% 4,408 $236K
NCP Inc. 0.33% No change 4,400 $236K
KRS Capital Management, LLC 0.11% No change 4,400 $236K
Valley Wealth Managers, Inc. 0.01% No change 4,377 $235K
Linscomb Wealth, Inc. 0.01% No change 4,363 $234K
Resources Management Corp. /CT/ 0.03% Add +1.0% 4,363 $234K
Benedict Financial Advisors Inc. 0.05% Add +0.1% 4,360 $234K
Stonehaven Wealth & Tax Solutions, LLC 0.19% Add +6.2% 4,358 $234K
McGuire Capital Advisors Inc. 0.13% No change 4,343 $233K
Bison Wealth, LLC 0.02% Add +5.6% 4,147 $233K
Regent Peak Wealth Advisors LLC 0.04% No change 4,333 $232K
Yarger Wealth Strategies, LLC 0.08% Add +0.3% 4,153 $231K
Searle & Co. 0.05% No change 4,302 $231K
Sage Mountain Advisors LLC 0.01% No change 4,294 $230K
Sage Capital Management, LLC 0.09% No change 4,293 $230K
Parcion Private Wealth LLC 0.01% New 4,288 $230K
First American Trust, FSB 0.01% New 4,281 $229K
Greenwood Capital Associates LLC 0.02% Reduce -17.1% 4,261 $228K
Smith & Howard Wealth Management, LLC 0.05% No change 4,226 $227K
Confluence Wealth Services, Inc. 0.01% New 4,220 $226K
Higgins & Schmidt Wealth Strategies LLC 0.09% No change 4,206 $225K
Runnymede Capital Advisors, Inc. 0.13% Reduce -4.5% 4,200 $225K
Private Wealth Partners, LLC 0.02% No change 4,175 $224K
Naples Global Advisors, LLC 0.01% New 4,172 $224K
AA Financial Advisors, LLC 0.03% Add +0.1% 4,165 $223K
Able Wealth Management LLC 0.05% Add +0.0% 4,160 $223K
Howard Financial Services, LTD. 0.02% Add +1.2% 4,150 $222K
USA Financial Formulas 0.04% — 4,130 $221K
Pacific Sun Financial Corp 0.09% New 4,126 $221K
Regatta Capital Group, LLC 0.03% New 4,126 $221K
Kirkwood Financial Services 0.06% Add +0.4% 4,126 $221K
Pacific Center for Financial Services 0.05% Add +0.3% 4,122 $221K
Graves Light Lenhart Wealth, Inc. 0.02% No change 4,116 $221K
Patriot Financial Group Insurance Agency, LLC 0.02% Reduce -48.6% 4,108 $220K
Allen Mooney & Barnes Investment Advisors LLC 0.03% Reduce -8.9% 4,104 $220K
NBH Bank 0.09% — 4,097 $220K
Elevation Advisory Partners LLC 0.22% Reduce -72.2% 3,918 $220K
Beaird Harris Wealth Management, LLC 0.01% No change 4,063 $218K
W Advisors, LLC 0.10% No change 4,059 $218K
Axim Planning & Wealth 0.31% Reduce -12.5% 4,056 $217K
Indivisible Partners 0.01% Reduce -6.2% 4,056 $217K
Investment Insight Wealth Management, LLC 0.19% Reduce -19.8% 4,045 $217K
Gerber, LLC 0.10% New 4,043 $217K
Piedmont Capital Management, LLC 0.13% No change 4,032 $216K
Bollard Group LLC 0.01% Add +0.3% 4,022 $216K
Parsons Capital Management Inc. 0.01% Reduce -5.8% 4,020 $215K
TFO Wealth Partners, LLC 0.02% New 4,016 $215K
Farmers National Bank 0.04% Reduce -6.8% 4,008 $215K
Clifford Swan Investment Counsel LLC 0.01% New 4,008 $215K
Thompson Investment Management, Inc. 0.02% No change 4,001 $214K
WMS Group LLC 0.28% New 4,000 $214K
Serenus Wealth Advisors, LLC 0.04% New 4,000 $214K
Capital Squared Financial LLC 0.14% Reduce -6.1% 3,990 $214K
Atlas Brown,Inc. 0.06% Reduce -3.0% 3,985 $214K
Investment Planning Advisors, Inc. 0.05% New 3,979 $213K
Latitude Advisors, LLC 0.09% Reduce -2.2% 3,979 $213K
Keystone Wealth Services, LLC 0.04% Reduce -24.8% 3,976 $213K
Sawgrass Asset Management LLC 0.03% Reduce -10.2% 3,975 $213K
Vericrest Private Wealth 0.19% New 3,970 $213K
Kingdom Financial Group LLC. 0.05% Reduce -31.1% 3,963 $212K
GEM Asset Management, LLC 0.08% Reduce -62.7% 3,962 $212K
Ark Wealth Advisors LLC 0.19% Reduce -18.2% 3,952 $212K
Gemmer Asset Management LLC 0.01% Reduce -3.4% 3,952 $212K
Peak Asset Management, LLC 0.03% New 3,943 $211K
FNY Investment Advisers, LLC 0.08% New 3,900 $209K
PUREfi Wealth, LLC 0.11% New 3,895 $209K
Prasad Wealth Partners, LLC 0.05% New 3,878 $208K
Pine Haven Investment Counsel, Inc 0.14% New 3,870 $207K
Clarity Retirement & Wealth, LLC 0.14% New 3,846 $206K
Woodstock Corp. 0.02% New 3,839 $206K
Concorde Asset Management, LLC 0.12% Reduce -42.4% 3,835 $206K
Cabana LLC 1.55% New 3,832 $205K
One Day In July LLC 0.01% New 3,826 $205K
Myecfo, LLC 0.08% New 3,820 $205K
First Commonwealth Financial Corp 0.03% New 3,809 $204K
J Hagan Capital, Inc. 0.09% New 3,799 $204K
Excalibur Management Corp. 0.07% New 3,790 $203K
BLB&B Advisors, LLC 0.01% New 3,783 $203K
Round Rock Advisors LLC 0.03% New 3,782 $203K
Sachem Hill LLC 0.04% New 3,779 $203K
Horizon Family Wealth, Inc. 0.09% New 3,779 $203K
Apella Capital, LLC 0.00% Reduce -17.1% 3,614 $203K
Trexquant Investment LP 0.00% New 3,777 $202K
CLG LLC 0.04% New 3,771 $202K
Compass Ion Advisors, LLC 0.02% New 3,771 $202K
Aegis Wealth Management, Inc. 0.13% New 3,767 $202K
Arsenal Capital Advisors LLC 0.12% New 3,765 $202K
Patten Group, Inc. 0.03% New 3,757 $201K
Cornerstone Planning Group LLC 0.03% Add +8.0% 3,590 $201K
WealthCare Investment Partners, LLC 0.05% New 3,738 $200K
Lodestar Private Asset Management LLC 0.02% New 3,737 $200K
Waterfront Wealth Inc. 0.03% New 3,593 $200K
Interchange Capital Partners, LLC 0.04% Reduce -74.6% 3,733 $200K
NorthStar Asset Management LLC 0.04% New 3,732 $200K
Vanguard National Trust Co 0.01% No change 3,699 $198K
Dunhill Financial, LLC 0.04% Reduce -10.7% 3,671 $197K
HHM Wealth Advisors, LLC 0.02% Reduce -4.9% 3,651 $196K
Nemes Rush Group LLC 0.02% Add +0.2% 3,619 $194K
Avion Wealth 0.04% No change 3,582 $192K
Silver Oak Securities, Incorporated 0.01% Reduce -24.4% 3,511 $188K
Gables Capital Management Inc. 0.07% No change 3,505 $188K
Harbor Investment Advisory, LLC 0.01% No change 3,472 $186K
Integrity Financial Corp 0.09% No change 3,451 $185K
Quent Capital, LLC 0.01% Add +1689.3% 3,346 $179K
Tiaa Trust, National Association 0.01% Add +84.7% 3,325 $178K
Provident Wealth Management, LLC 0.05% No change 3,321 $178K
Strive Financial Group ,LLC 0.08% Add +58.4% 3,320 $178K
Cascades Capital Asset Management, LLC 0.07% New 3,270 $175K
Allied Private Wealth LLC 0.11% — 3,149 $173K
Glassman Wealth Services 0.02% Add +2139.0% 3,157 $169K
Park Place Capital Corp 0.03% Reduce -0.7% 3,078 $165K
Hantz Financial Services, Inc. 0.00% Add +19.0% 3,072 $165K
Blue Bell Private Wealth Management, LLC 0.02% Reduce -2.2% 3,076 $165K
Colonial Trust Advisors 0.01% No change 3,035 $163K
TIAA Wealth Investment Management LLC 0.00% Reduce -3.8% 3,030 $163K
Asset Dedication, LLC 0.01% Reduce -0.2% 3,024 $162K
Vima LLC 0.16% — 3,007 $161K
Bogart Wealth, LLC 0.01% Reduce -0.0% 2,941 $158K
SJS Investment Consulting Inc. 0.02% No change 2,936 $157K
DHJJ Financial Advisors, Ltd. 0.04% No change 2,905 $156K
Tower Research Capital LLC (TRC) 0.00% Reduce -91.3% 2,902 $156K
Hartford Financial Management Inc. 0.03% Add +7.3% 2,789 $150K
Walsh & Associates, LLC 0.12% Reduce -25.5% 2,740 $147K
Princeton Global Asset Management LLC 0.02% Add +0.1% 2,709 $145K
Avalon Trust Co 0.01% Add +38.3% 2,706 $145K
NFSG Corp 0.02% Reduce -28.2% 2,678 $144K
SHP Wealth Management 0.01% Add +14.6% 2,673 $143K
Barnes Dennig Private Wealth Management LLC 0.11% Add +2.1% 2,664 $143K
Kelleher Financial Advisors 0.02% Add +7.2% 2,600 $139K
Family Manage LLC 0.01% No change 2,584 $139K
Phillips Financial Management, LLC 0.01% No change 2,583 $138K
First Command Advisory Services, Inc. 0.00% Reduce -13.0% 2,550 $137K
Banque Cantonale Vaudoise 0.01% No change 2,533 $136K
Boyd Watterson Asset Management LLC 0.04% No change 2,506 $134K
Downshift Financial, LLC 0.06% New 2,493 $134K
Nvwm, LLC 0.03% Reduce -55.0% 2,452 $131K
Rice Partnership, LLC 0.02% No change 2,400 $129K
Valor Advisors LLC 0.09% Add +18.4% 2,385 $128K
JTC Employer Solutions Trustee Ltd 0.01% No change 2,317 $124K
Elevation Wealth Partners, LLC 0.04% Add +14.1% 2,289 $123K
Financial Perspectives, Inc 0.03% Add +34.6% 2,268 $122K
Hanson & Doremus Investment Management 0.01% No change 2,238 $120K
Intesa Sanpaolo Wealth Management 0.02% Add +254.0% 2,230 $120K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,222 $119K
Rialto Wealth Management, LLC 0.02% No change 2,217 $119K
Glass Jacobson Investment Advisors llc 0.04% Add +14.5% 2,213 $119K
Guardian Partners Inc. 0.01% New 2,200 $118K
Barrett & Company, Inc. 0.03% No change 2,129 $114K
Regatta Research & Money Management 0.11% — 2,105 $113K
Pension & Wealth Management Advisors, Inc. 0.03% Add +2.0% 2,102 $113K
Bangor Savings Bank 0.01% Reduce -4.2% 2,079 $111K
Ballast Advisors LLC 0.03% Add +749.6% 2,073 $111K
Trust Co. of Toledo NA 0.01% Add +538.1% 2,061 $110K
Topsail Wealth Management, LLC 0.01% No change 2,000 $107K
Synergy Investment Management, LLC 0.03% Reduce -57.2% 1,999 $107K
Protective Life Corp. 0.76% Reduce -35.4% 1,993 $107K
Cape Investment Advisory, Inc. 0.03% Reduce -65.5% 1,966 $105K
Frazier Financial Advisors, LLC 0.05% No change 1,965 $105K
Cardiff Park Advisors, LLC 0.01% Add +0.4% 1,962 $105K
Winch Advisory Services, LLC 0.02% Add +0.3% 1,933 $104K
Fairscale Capital, LLC 0.06% No change 1,922 $103K
Cambient Family Office, LLC 0.01% New 1,909 $102K
Abound Financial, LLC 0.04% No change 1,901 $102K
GGM Financial LLC 0.04% Add +0.3% 1,895 $102K
KERR FINANCIAL PLANNING Corp 0.11% Add +0.2% 1,880 $101K
Grove Bank & Trust 0.01% Reduce -38.7% 1,852 $99K
WealthCollab, LLC 0.04% New 1,825 $98K
Key Capital Management, INC 0.05% No change 1,800 $96K
Chapman Financial Group, LLC 0.06% No change 1,788 $96K
Oakworth Capital, Inc. 0.00% Add +5.4% 1,753 $95K
Syntax Research, Inc. 0.07% No change 1,737 $93K
Highland Investment Advisors LLC 0.04% — 1,734 $93K
Keating Financial Advisory Services, Inc. 0.01% Reduce -22.1% 1,730 $93K
Indiana Trust & Investment Management Co 0.02% No change 1,649 $88K
Basecamp Wealth Advisors LLC 0.02% No change 1,642 $88K
Vision Retirement, LLC 0.02% Reduce -10.0% 1,630 $87K
Pacifica Partners Inc. 0.03% No change 1,562 $87K
New Republic Capital, LLC 0.02% No change 1,614 $87K
MeadowBrook Investment Advisors LLC 0.07% Reduce -8.5% 1,613 $86K
Colonial Trust Co / SC 0.01% Reduce -65.2% 1,600 $86K
Strategic Wealth Advisors LLC 0.07% No change 1,530 $83K
Hollencrest Capital Management 0.01% Add +0.1% 1,530 $82K
Concord Wealth Partners 0.01% New 1,517 $81K
Cherry Tree Wealth Management, LLC 0.02% Reduce -14.0% 1,500 $80K
TD Capital Management LLC 0.01% Add +0.3% 1,493 $80K
Legacy Bridge, LLC 0.02% No change 1,485 $80K
Investment Research & Advisory Group, Inc. 0.02% Add +0.4% 485 $78K
Coston, McIsaac & Partners 0.02% No change 1,452 $77K
Truvestments Capital LLC 0.01% Reduce -0.3% 1,401 $75K
Consultiva Wealth Management, Corp. 0.17% No change 1,400 $75K
CBIZ Investment Advisory Services, LLC 0.00% No change 1,500 $74K
Gill Capital Partners, LLC 0.02% Add +13.6% 1,363 $73K
Tidemark, LLC 0.02% Add +10.3% 1,350 $72K
Old Second National Bank of Aurora 0.01% No change 1,338 $72K
Founders Capital Management 0.03% Add +0.1% 1,337 $72K
Nalls Sherbakoff Group, LLC 0.05% No change 1,313 $70K
Triumph Capital Management 0.01% Add +1.6% 1,307 $70K
Fairway Wealth LLC 0.02% Add +11.2% 1,306 $70K
CGC Financial Services, LLC 0.02% No change 1,280 $69K
Markowski Investments 0.02% — 1,279 $69K
Wagner Wealth Management, LLC 0.01% Reduce -41.8% 1,272 $68K
Davis Capital Management 0.04% No change 1,265 $68K
Plante Moran Financial Advisors, LLC 0.00% Reduce -31.4% 1,263 $68K
Townsend Asset Management Corp. /NC/ 0.02% Add +4.1% 1,252 $67K
Hamilton Point Investment Advisors, LLC 0.01% No change 1,250 $67K
Bare Financial Services, Inc 0.01% No change 1,217 $65K
Caitlin John, LLC 0.04% Add +886.1% 1,203 $65K
SYM FINANCIAL Corp 0.01% No change 1,183 $63K
MPWM Advisory Solutions, LLC 0.03% Add +4.1% 1,153 $62K
REAP Financial Group, LLC 0.01% Add +0.3% 1,138 $61K
Archer Investment Corp 0.01% Add +33.2% 1,135 $61K
Olistico Wealth, LLC 0.03% No change 1,132 $61K
Perkins Coie Trust Co 0.01% No change 1,115 $60K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 1,089 $58K
Trust Co. of Vermont 0.00% — 1,086 $58K
Sittner & Nelson, LLC 0.02% No change 1,064 $57K
Piscataqua Savings Bank 0.04% No change 1,054 $57K
Cranbrook Wealth Management, LLC 0.01% Add +45.2% 1,053 $56K
Morse Asset Management, Inc 0.01% No change 1,032 $55K
Pursuit Wealth Strategies, LLC 0.07% No change 1,031 $55K
RMG Wealth Management LLC 0.01% No change 941 $55K
Dorato Capital Management 0.04% No change 975 $54K
Hyposwiss Advisors SA 0.05% No change 1,000 $54K
Ares Financial Consulting, LLC 0.04% No change 1,000 $54K
Bellevue Asset Management, LLC 0.02% No change 1,000 $54K
Timbuktu Capital Management, LLC 0.08% — 975 $52K
Covestor Ltd 0.03% Add +45.4% 970 $52K
St Germain D J Co. Inc. 0.00% Reduce -25.2% 964 $52K
MidFirst Bank 0.00% Add +125.9% 958 $51K
Roxbury Financial LLC 0.04% Add +0.4% 958 $51K
Albion Financial Group 0.00% Add +9400.0% 950 $51K
Investors Research Corp 0.01% No change 944 $51K
Align Financial, LLC 0.02% No change 908 $49K
Smallwood Wealth Investment Management, LLC 0.02% Reduce -17.2% 908 $49K
Ankerstar Wealth, LLC 0.04% Reduce -3.2% 898 $48K
NorthAvenue LLC 0.03% Reduce -22.0% 898 $48K
Capital Investment Counsel, Inc 0.01% No change 875 $47K
BankChampaign, National Association 0.03% No change 839 $45K
Evolution Wealth Management Inc. 0.03% No change 836 $45K
Sumitomo Mitsui Financial Group, Inc. 0.00% No change 817 $44K
Financial Management Professionals, Inc. 0.00% New 813 $44K
Armor Investment Advisors, LLC 0.01% Reduce -17.0% 812 $44K
First Community Trust NA 0.02% No change 778 $42K
Providence Capital Advisors, LLC 0.01% No change 775 $42K
Burnham & Co LLC 0.03% — 760 $41K
Mountain Hill Investment Partners Corp. 0.02% No change 750 $40K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -34.8% 750 $40K
Wellington-Altus USA Inc. 0.03% Reduce -20.0% 800 $39K
Pioneer Family Office, LLC 0.02% Add +5.8% 730 $39K
Center for Financial Planning, Inc. 0.00% No change 725 $39K
Versant Capital Management, Inc 0.00% Reduce -55.1% 720 $39K
Vermillion Wealth Management, Inc. 0.01% Reduce -8.3% 707 $38K
Aventura Private Wealth, LLC 0.01% Add +4.6% 706 $38K
Godfrey Financial Associates, Inc. 0.03% Add +588.2% 702 $38K
Cypress Capital Management LLC (WY) 0.03% No change 687 $37K
BankPlus Trust Department 0.01% No change 683 $37K
Outlook Capital Management, LLC 0.01% — 670 $36K
Marathon Trading Investment Management LLC 0.00% New 652 $35K
Redwood Park Advisors LLC 0.02% Reduce -41.3% 629 $34K
Clearstead Trust, LLC 0.00% No change 606 $32K
Tradewinds Capital Management, LLC 0.01% No change 600 $32K
MJT & Associates Financial Advisory Group, Inc. 0.02% No change 600 $32K
West Paces Advisors Inc. 0.01% No change 600 $32K
Flagship Wealth Advisors, LLC 0.01% No change 588 $32K
Quest 10 Wealth Builders, Inc. 0.02% Reduce -0.2% 587 $31K
V-Square Quantitative Management LLC 0.00% New 585 $31K
Strengthening Families & Communities, LLC 0.01% Add +96.6% 576 $31K
Bernard Wealth Management Corp. 0.01% No change 545 $29K
Community Financial Services Group, LLC 0.00% Add +30.5% 522 $29K
GHP Investment Advisors, Inc. 0.00% No change 533 $29K
Financial Network Wealth Advisors LLC 0.03% No change 528 $28K
Hilton Head Capital Partners, LLC 0.01% Reduce -35.5% 528 $28K
Luminist Capital LLC 0.03% New 482 $27K
Addison Advisors LLC 0.01% Reduce -89.9% 500 $27K
Wellington Shields & Co., LLC 0.01% No change 500 $27K
Hickory Point Bank & Trust 0.02% Reduce -35.9% 486 $26K
Montgomery Financial Services LLC 0.02% — 485 $26K
Vision Financial Markets LLC 0.02% Add +0.2% 441 $24K
Eukles Asset Management 0.01% Reduce -0.2% 449 $24K
Alerus Financial NA 0.00% Reduce -11.0% 447 $24K
Steigerwald, Gordon & Koch Inc. 0.00% No change 439 $24K
Moore Capital Management, LP 0.00% New 426 $23K
Mascoma Wealth Management LLC 0.00% No change 422 $23K
Valley National Advisers Inc. 0.00% No change 405 $22K
Burk Holdings LLC 0.01% No change 405 $22K
Hurley Capital, LLC 0.01% New 400 $21K
Access Investment Management LLC 0.01% No change 400 $21K
BOK Financial Private Wealth, Inc. 0.00% No change 400 $21K
Matrix Private Capital Group LLC 0.01% No change 390 $21K
PlanVest Financial, Inc 0.01% No change 356 $19K
First PREMIER Bank 0.00% No change 323 $17K
United Financial Planning Group LLC 0.01% No change 312 $17K
Reyes Financial Architecture, Inc. 0.01% No change 302 $16K
Essential Investment Partners LLC 0.01% No change 300 $16K
Hoey Investments, Inc. 0.00% No change 300 $16K
Ramirez Asset Management, Inc. 0.00% New 300 $16K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 300 $16K
Westfuller Advisors, LLC 0.01% No change 294 $16K
one8zero8, LLC 0.00% No change 292 $16K
Raffa Wealth Management, LLC 0.00% No change 291 $16K
Oxford Financial Group, LTD. LLC 0.00% Reduce -97.7% 283 $15K
Rosenberg Matthew Hamilton 0.00% Reduce -8.6% 278 $15K
Strategic Investment Solutions, Inc. 0.00% Add +0.4% 257 $14K
Oakmont Advisory Group, LLC 0.01% New 254 $14K
McDonald Partners LLC 0.00% New 250 $13K
Private Wealth Management Group, LLC 0.00% No change 250 $13K
Rakuten Securities, Inc. 0.00% Add +132.1% 246 $13K
Virginia Estate & Retirement Planning Advisors Inc. 0.02% Reduce -28.6% 80 $13K
CDKV Holdings LLC 0.01% No change 234 $13K
Cordgrass Capital Advisors, LLC 0.00% No change 230 $12K
Abound Wealth Management 0.00% Reduce -27.2% 225 $12K
Kozak & Associates, Inc. 0.00% Reduce -0.5% 218 $12K
Obsidian Cio, LLC 0.01% Reduce -51.6% 216 $12K
Tompkins Financial Corp. 0.00% No change 211 $11K
Silver Grove Financial Group, Inc. 0.01% New 207 $11K
Monetary Solutions, Ltd 0.01% No change 200 $11K
True Wealth Design, LLC 0.00% No change 200 $11K
City State Bank 0.00% No change 200 $11K
CNB Bank 0.00% No change 192 $10K
Field & Main Bank 0.00% No change 190 $10K
Richardson Financial Services Inc. 0.01% Reduce -8.9% 185 $10K
Stone House Investment Management, LLC 0.00% No change 175 $9K
WPG Advisers, LLC 0.01% No change 173 $9K
Blueline Advisors LLC 0.01% New 172 $9K
Ascentis Wealth Management, LLC 0.00% No change 166 $9K
Tower View Wealth Management LLC 0.00% Add +0.7% 155 $8K
Morton Brown Family Wealth, LLC 0.00% No change 154 $8K
Sunrise Financial Services, LLC 0.00% No change 150 $8K
Signature Resources Capital Management, LLC 0.00% No change 148 $8K
Fortis Group Advisors, LLC 0.00% Reduce -99.7% 144 $8K
Delta Asset Management LLC 0.00% No change 141 $8K
Philadelphia Investment Partners, LLC 0.00% Reduce -6.9% 134 $7K
Van Den Berg Management I, Inc. 0.00% No change 133 $7K
Costello Asset Management, INC 0.00% No change 127 $7K
GoalVest Advisory LLC 0.00% New 122 $7K
Evermay Wealth Management LLC 0.00% No change 119 $6K
Inspire Investing, LLC 0.00% No change 117 $6K
Pin Oak Investment Advisors Inc. 0.00% No change 120 $6K
Godsey & Gibb, Inc. 0.00% No change 109 $6K
FWL Investment Management, LLC 0.00% Add +10800.0% 109 $6K
Valued Wealth Advisors LLC 0.00% No change 104 $6K
JNBA Financial Advisors 0.00% No change 101 $5K
Southern Michigan Bank & Trust 0.00% New 100 $5K
Global Trust Asset Management, LLC 0.00% Reduce -27.0% 100 $5K
Operose Advisors LLC 0.00% New 100 $5K
Halbert Hargrove Global Advisors, LLC 0.00% New 100 $5K
Financial Gravity Companies, Inc. 0.00% — 97 $5K
Buck Wealth Strategies, LLC 0.00% New 91 $5K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 83 $4K
Winthrop Capital Management, LLC 0.00% No change 72 $4K
Commonwealth Retirement Investments LLC 0.00% New 73 $4K
Daiwa Securities Group Inc. 0.00% No change 72 $4K
Mechanics Financial Corp 0.00% New 70 $4K
LM Advisors LLC 0.02% Add +3421.2% 69,791 $4K
Macquarie Group Ltd. 0.00% New 61 $3K
Meramec Financial Planners, LLC 0.00% New 57 $3K
Citizens National Bank Trust Department 0.00% No change 60 $3K
IFS Advisors, LLC 0.00% No change 60 $3K
Quaker Wealth Management, LLC 0.00% Reduce -65.6% 55 $3K
Advanced Asset Management Advisors Inc 0.00% Reduce -16.7% 50 $3K
Investment Counsel Co. of Nevada 0.00% New 44 $2K
Gilpin Wealth Management, LLC 0.00% No change 44 $2K
POM Investment Strategies, LLC 0.00% No change 41 $2K
Rexford Capital Inc. 0.00% Reduce -87.0% 30 $2K
Financial Consulate, Inc. 0.00% No change 27 $1K
Woodard & Co. Asset Management Group Inc. 0.00% No change 26 $1K
Centerpoint Advisors, LLC 0.00% No change 25 $1K
Quantum Portfolio Management LLC 0.00% New 15 $804
Strategic Advocates LLC 0.00% No change 12 $643
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% Reduce -99.5% 10 $536
Hughes Financial Services, LLC 0.00% No change 10 $536
HighMark Wealth Management LLC 0.00% No change 6 $321
Atwood & Palmer Inc. 0.00% Reduce -91.2% 5 $269
Tounjian Advisory Partners, LLC 0.00% New 1 $58
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 1 $54
Parallax Volatility Advisers, L.P. 0.00% Reduce -100.0% 1 $54
Freestone Grove Partners LP 0.00% Reduce -50.0% 1 $54
Raleigh Capital Management Inc. 0.00% Reduce -50.0% 1 $35

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