SS Industrial Select SectorXLIETF
13F holders, Q2 2024 (June 30)1,226holders +13
115new positions
98sold out
9famous investors
$121.46avg. 13F price*
At the end of Q2 2024, 1,226 institutions reported holding SS Industrial Select Sector (XLI) in their 13F filings, up 13 from Q1 2024. 115 opened new positions and 98 sold out. The largest holders were Bank of America Corp. ($2.2B), Morgan Stanley ($1.0B) and JPMorgan Chase & Co. ($966.5M). 9 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS Industrial Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q2 2024)
- CUSIP
- 81369Y704
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 115 | $250.9M |
| Exits | 98 | $193.5M |
All 13F filers, Q1 2024 → Q2 2024: 17,255,275 shares bought and 10,719,734 shares sold, net +6,535,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,226 holders
| Bank of America Corp. | 0.21% | Reduce -0.6% | 18,022,252 | $2.2B |
| Morgan Stanley | 0.08% | Add +7.5% | 8,568,258 | $1.0B |
| JPMorgan Chase & Co. | 0.08% | Reduce -13.9% | 7,930,783 | $966.5M |
| Goldman Sachs Group Inc. | 0.18% | Add +1.5% | 7,684,490 | $936.5M |
| BNP Paribas Financial Markets | 0.82% | Reduce -6.9% | 6,123,082 | $746.2M |
| Wells Fargo & Company | 0.18% | Add +7.2% | 5,854,724 | $713.5M |
| Citigroup Inc. | 0.66% | Add +53.8% | 5,573,641 | $679.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 1.79% | Add +43.5% | 4,950,000 | $603.3M |
| UBS Group AG | 0.17% | Add +14.2% | 4,594,365 | $559.9M |
| LPL Financial LLC | 0.25% | Add +6.4% | 4,149,123 | $505.7M |
| Ameriprise Financial Inc. | 0.10% | Add +26.5% | 3,078,130 | $375.0M |
| Natixis | 2.20% | Add +1.9% | 2,859,729 | $348.5M |
| Migdal Insurance & Financial Holdings Ltd. | 4.94% | Add +7.0% | 2,429,644 | $296.1M |
| Fisher Asset Management | 0.11% | Reduce -18.4% | 2,089,302 | $254.6M |
| CHURCHILL MANAGEMENT Corp | 2.75% | Reduce -19.7% | 1,911,728 | $233.0M |
| Mirae Asset Securities (usa) Inc. | 14.50% | — | 1,850,000 | $225.5M |
| Bank of Montreal | 0.06% | Add +36.5% | 1,710,191 | $208.7M |
| Royal Bank of Canada | 0.05% | Reduce -9.3% | 1,705,771 | $207.9M |
| Susquehanna International Group, LLP | 0.36% | Reduce -24.9% | 1,653,151 | $201.5M |
| State Street Corp. | 0.01% | Add +40.3% | 1,601,305 | $195.2M |
| Envestnet Asset Management Inc. | 0.07% | Add +16.4% | 1,600,852 | $195.1M |
| ING Groep NV | 1.08% | Add +200.0% | 1,500,000 | $182.8M |
| Barclays PLC | 0.08% | Reduce -46.8% | 1,426,672 | $173.9M |
| TD Asset Management Inc | 0.13% | Reduce -6.9% | 1,137,100 | $138.6M |
| Cibc World Market Inc. | 0.34% | Add +78.2% | 1,133,749 | $138.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +489.5% | 1,127,351 | $137.4M |
| BlackRock Inc. | 0.00% | Reduce -19.3% | 1,051,581 | $128.2M |
| Raymond James & Associates | 0.08% | Add +2.8% | 1,007,246 | $122.8M |
| Harel Insurance Investments & Financial Services Ltd. | 2.15% | Reduce -4.1% | 935,395 | $114.0M |
| PGIM Custom Harvest LLC | 2.41% | Add +6.3% | 886,497 | $108.0M |
| Factory Mutual Insurance Co. | 1.21% | Reduce -3.3% | 869,000 | $105.9M |
| Raymond James Financial Services Advisors, Inc. | 0.15% | Add +14.8% | 864,787 | $105.4M |
| Menora Mivtachim Holdings LTD. | 0.71% | Add +6661.9% | 858,761 | $104.7M |
| Meitav Investment House Ltd. | 1.85% | Reduce -4.7% | 854,082 | $104.1M |
| Capital Fund Management S.A. | 1.04% | Reduce -8.7% | 754,933 | $92.0M |
| Agf Management Ltd. | 0.50% | Reduce -2.6% | 737,663 | $89.9M |
| Longbow Finance SA | 7.78% | Reduce -4.8% | 617,670 | $75.3M |
| Wolverine Trading, LLC | 1.02% | Reduce -0.0% | 511,613 | $62.4M |
| Commonwealth Equity Services, LLC | 0.10% | Add +11.3% | 508,593 | $62.0M |
| FIL Ltd | 0.06% | Add +2073.3% | 487,786 | $59.4M |
| Qube Research & Technologies Ltd | 0.10% | Add +113.9% | 424,814 | $51.8M |
| Stifel Financial Corp. | 0.06% | Add +10.4% | 415,601 | $50.7M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 4.56% | No change | 415,012 | $50.6M |
| Signature Estate & Investment Advisors LLC | 1.25% | Reduce -41.9% | 411,276 | $50.1M |
| HighTower Advisors, LLC | 0.07% | Reduce -0.3% | 391,680 | $47.7M |
| MML Investors Services, LLC | 0.19% | Add +10.0% | 388,840 | $47.4M |
| Private Advisor Group, LLC | 0.32% | Add +11.8% | 388,109 | $47.3M |
| Osaic Holdings, Inc. | 0.11% | Reduce -26.9% | 381,879 | $46.6M |
| Cetera Investment Advisers | 0.11% | Add +0.5% | 380,225 | $46.3M |
| Truist Financial Corp. | 0.07% | Reduce -14.2% | 362,636 | $44.2M |
| J.Safra Asset Management Corp | 4.45% | Add +1.4% | 362,188 | $44.1M |
| Swan Global Investments, LLC | 2.20% | Reduce -12.0% | 360,730 | $44.0M |
| Northern Trust Corp. | 0.01% | Reduce -1.0% | 360,610 | $43.9M |
| Trust Asset Management LLC | 3.65% | No change | 355,946 | $43.4M |
| Advisory Alpha, LLC | 1.58% | Add +48.7% | 328,660 | $40.1M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -4.5% | 324,466 | $39.5M |
| Campbell Wealth Management | 12.02% | Add +3.0% | 305,468 | $37.2M |
| Taiyo Life Insurance Co. | 2.90% | No change | 297,900 | $36.3M |
| Rockefeller Capital Management L.P. | 0.10% | Reduce -6.7% | 277,497 | $33.8M |
| Mercer Global Advisors Inc. | 0.09% | Reduce -2.3% | 274,833 | $33.5M |
| Jefferies Financial Group Inc. | 0.68% | Add +29.4% | 264,394 | $32.2M |
| Alps Advisors Inc. | 0.22% | Add +6.5% | 260,360 | $31.7M |
| KCM Investment Advisors LLC | 1.13% | Add +1.0% | 256,084 | $31.2M |
| Millennium Management | 0.03% | Add +10745.3% | 252,695 | $30.8M |
| CW Advisors, LLC | 0.48% | Reduce -31.5% | 246,333 | $30.0M |
| Perbak Capital Partners LLP | 8.71% | New | 241,608 | $29.4M |
| Biltmore Wealth Management, LLC | 12.37% | Reduce -0.2% | 234,313 | $28.6M |
| Country Trust Bank | 0.72% | Add +2.0% | 234,006 | $28.5M |
| Full Sail Capital, LLC | 1.90% | Add +6.0% | 232,233 | $28.3M |
| Peapack Gladstone Financial Corp. | 0.43% | Add +0.9% | 230,157 | $28.0M |
| Cornerstone Advisors, LLC | 1.14% | Add +377.8% | 229,800 | $28.0M |
| Walleye Capital LLC | 0.32% | Add +857.9% | 226,337 | $27.6M |
| RiverFront Investment Group, LLC | 0.72% | Add +0.2% | 222,056 | $27.1M |
| Armstrong Advisory Group, Inc. | 2.36% | Reduce -7.8% | 219,014 | $26.7M |
| US Bancorp \de | 0.04% | Add +0.3% | 218,728 | $26.7M |
| Lido Advisors, LLC | 0.21% | Add +194.6% | 212,575 | $25.9M |
| Cwm, LLC | 0.12% | Add +9.2% | 209,285 | $25.5M |
| Mariner, LLC | 0.05% | Reduce -2.2% | 199,335 | $24.3M |
| Greenwood Gearhart LLC | 2.18% | Add +1.6% | 189,358 | $23.1M |
| Janney Montgomery Scott LLC | 0.07% | Add +0.5% | 186,566 | $22.7M |
| D. E. Shaw & Co. | 0.03% | No change | 180,000 | $21.9M |
| Spire Wealth Management | 0.77% | Reduce -10.4% | 178,742 | $21.8M |
| Equitable Holdings, Inc. | 0.22% | Add +34.6% | 170,480 | $20.8M |
| Assetmark, Inc. | 0.06% | Reduce -1.9% | 167,704 | $20.4M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 5.54% | Reduce -9.4% | 166,882 | $20.3M |
| Mizuho Bank, Ltd. | 4.63% | New | 160,000 | $19.5M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -45.1% | 158,287 | $19.3M |
| Bellwether Advisors, LLC | 4.04% | Add +66.1% | 158,054 | $19.3M |
| Bar Harbor Wealth Management | 1.26% | Reduce -0.3% | 155,694 | $19.0M |
| Spectrum Wealth Counsel, LLC | 2.32% | Add +76.7% | 150,667 | $18.4M |
| Marshall Wace, LLP | 0.03% | Add +13895.3% | 150,030 | $18.3M |
| Rothschild Capital Partners, LLC | 5.16% | Add +30.2% | 148,096 | $18.0M |
| Trek Financial, LLC | 1.41% | Reduce -2.7% | 145,783 | $17.8M |
| Point72 Asset Management | 0.06% | New | 143,000 | $17.4M |
| GTS Securities LLC | 0.36% | Add +147.0% | 142,862 | $17.4M |
| Sanctuary Advisors, LLC | 0.12% | — | 137,531 | $16.9M |
| Cerity Partners LLC | 0.04% | Reduce -35.4% | 134,772 | $16.4M |
| Teamwork Financial Advisors, LLC | 2.42% | Add +45.0% | 134,185 | $16.4M |
| Graypoint LLC | 1.11% | Add +5.1% | 131,775 | $16.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +3.2% | 130,026 | $15.8M |
| Corient Private Wealth LP | 0.03% | Reduce -15.8% | 129,511 | $15.8M |
| RFG Advisory, LLC | 0.50% | Add +6.8% | 126,115 | $15.4M |
| Nelson Capital Management, LLC | 2.69% | Add +0.2% | 124,282 | $15.1M |
| Wharton Business Group, LLC | 0.77% | Add +0.0% | 122,863 | $15.0M |
| L & S Advisors Inc | 1.84% | Add +4695.4% | 117,535 | $14.3M |
| Quantitative Investment Management, LLC | 1.55% | New | 116,594 | $14.2M |
| Captrust Financial Advisors | 0.05% | Add +17.9% | 115,455 | $14.1M |
| Strategic Point Investment Advisors, LLC | 2.51% | Reduce -0.8% | 115,118 | $14.0M |
| IMZ Advisory Inc | 6.92% | Reduce -2.7% | 113,729 | $13.9M |
| Symmetry Partners, LLC | 0.71% | New | 113,438 | $13.8M |
| McElhenny Sheffield Capital Management, LLC | 4.76% | New | 113,395 | $13.8M |
| Foundations Investment Advisors, LLC | 0.33% | Reduce -18.8% | 112,266 | $13.7M |
| Castleark Management LLC | 0.56% | Reduce -50.0% | 111,690 | $13.6M |
| Phoenix Financial Ltd. | 0.20% | Reduce -86.7% | 109,405 | $13.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.66% | Add +14.3% | 108,904 | $13.3M |
| Camarda Financial Advisors, LLC | 5.18% | Add +0.1% | 108,174 | $13.2M |
| Cullen Capital Management, LLC | 0.15% | Add +6099.1% | 106,501 | $13.0M |
| Creative Planning | 0.01% | Add +1.0% | 105,731 | $12.9M |
| Fifth Third Bancorp | 0.05% | Reduce -3.4% | 103,954 | $12.7M |
| Park Avenue Securities LLC | 0.15% | Add +25.6% | 103,704 | $12.6M |
| MAI Capital Management | 0.12% | Add +2.0% | 101,757 | $12.4M |
| FMR LLC | 0.00% | Add +56.9% | 101,573 | $12.4M |
| First Interstate Bank | 0.82% | Reduce -4.3% | 101,025 | $12.3M |
| IHT Wealth Management, LLC | 0.45% | Add +29.9% | 98,163 | $12.0M |
| Capital Investment Advisors, LLC | 0.27% | Reduce -0.4% | 98,123 | $12.0M |
| Tucker Asset Management LLC | 2.58% | Add +2.5% | 95,618 | $11.7M |
| Round Rock Advisors LLC | 2.83% | Add +1.3% | 95,436 | $11.6M |
| WCG Wealth Advisors LLC | 0.84% | New | 93,002 | $11.3M |
| Twin Tree Management, LP | 0.33% | New | 92,713 | $11.3M |
| Kestra Advisory Services, LLC | 0.06% | Add +221.7% | 92,680 | $11.3M |
| Martin & Co. Inc. | 2.79% | Reduce -1.1% | 90,995 | $11.1M |
| Avantax Advisory Services, Inc. | 0.08% | Add +15.5% | 90,952 | $11.1M |
| B. Riley Wealth Advisors, Inc. | 0.28% | Add +26.8% | 90,067 | $11.0M |
| Prudential PLC | 0.08% | Reduce -51.3% | 89,530 | $10.9M |
| Old National Bancorp | 0.25% | Reduce -9.2% | 88,781 | $10.8M |
| WBH Advisory Inc. | 1.08% | Add +0.4% | 87,439 | $10.7M |
| Insight Wealth Strategies, LLC | 1.49% | Add +71.1% | 85,857 | $10.5M |
| Krilogy Financial LLC | 0.76% | Reduce -0.3% | 84,125 | $10.3M |
| PFG Advisors | 0.69% | Add +7.4% | 84,112 | $10.3M |
| Chicago Wealth Management, Inc. | 5.89% | Add +1.5% | 83,998 | $10.2M |
| Axxcess Wealth Management, LLC | 0.28% | Add +53.0% | 83,627 | $10.2M |
| Forbes J M & Co. LLP | 1.04% | Reduce -0.6% | 83,416 | $10.2M |
| Comerica Bank | 0.04% | Reduce -3.7% | 83,247 | $10.1M |
| Transform Wealth, LLC | 0.73% | Reduce -56.2% | 80,236 | $9.8M |
| NTV Asset Management LLC | 1.38% | Add +4.9% | 79,396 | $9.7M |
| Paloma Partners Management Co | 1.04% | New | 78,396 | $9.6M |
| Pathstone Holdings, LLC | 0.04% | Add +0.2% | 77,989 | $9.5M |
| Jmac Enterprises LLC | 1.67% | Add +3.5% | 77,937 | $9.5M |
| WESPAC Advisors SoCal, LLC | 2.37% | Reduce -1.0% | 77,321 | $9.4M |
| Aptus Capital Advisors, LLC | 0.18% | Add +1672.0% | 76,762 | $9.4M |
| Sequoia Financial Advisors, LLC | 0.11% | Reduce -1.1% | 74,984 | $9.1M |
| Kingsview Wealth Management, LLC | 0.21% | Add +5.8% | 71,884 | $8.8M |
| AE Wealth Management LLC | 0.09% | Add +16.4% | 71,383 | $8.7M |
| Alliancebernstein L.P. | 0.00% | New | 71,177 | $8.7M |
| Dakota Wealth Management | 0.20% | Add +8.7% | 71,142 | $8.7M |
| Macquarie Group Ltd. | 0.01% | Reduce -0.0% | 70,997 | $8.7M |
| Cresset Asset Management, LLC | 0.04% | Add +3.8% | 70,796 | $8.6M |
| Atlas Capital Advisors Inc. | 1.12% | Reduce -20.3% | 70,530 | $8.6M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +11.4% | 70,249 | $8.6M |
| Chemung Canal Trust Co. | 1.66% | Reduce -3.0% | 70,212 | $8.6M |
| Long Run Wealth Advisors, LLC | 2.16% | Add +49.3% | 69,901 | $8.5M |
| Renaissance Technologies | 0.01% | New | 69,600 | $8.5M |
| Toth Financial Advisory Corp. | 1.05% | Reduce -2.7% | 67,682 | $8.2M |
| SG Americas Securities, LLC | 0.05% | Reduce -56.8% | 67,564 | $8.2M |
| Integrated Wealth Concepts LLC | 0.11% | Add +19.4% | 67,491 | $8.2M |
| Stillwater Capital Advisors, LLC | 1.14% | Add +3.6% | 66,833 | $8.1M |
| Columbia Advisory Partners LLC | 7.93% | Add +5.1% | 66,694 | $8.1M |
| Janney Capital Management LLC | 0.57% | Add +1184.6% | 65,850 | $8.0M |
| Tamar Securities, LLC | 1.30% | Add +0.1% | 65,800 | $8.0M |
| Oppenheimer & Co. Inc. | 0.13% | Add +13.8% | 65,789 | $8.0M |
| Royal Fund Management, LLC | 1.08% | New | 65,626 | $8.0M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -11.1% | 65,521 | $8.0M |
| Walleye Trading LLC | 0.15% | Reduce -27.6% | 64,103 | $7.8M |
| Tritonpoint Wealth, LLC | 0.75% | Reduce -1.6% | 63,743 | $7.8M |
| Ayalon Insurance Comp Ltd. | 2.56% | Reduce -3.9% | 63,670 | $7.8M |
| Estate Counselors, LLC | 0.84% | Reduce -0.5% | 62,725 | $7.6M |
| Salomon & Ludwin, LLC | 0.85% | Reduce -33.3% | 62,461 | $7.6M |
| Summit Financial, LLC | 0.35% | Add +7.0% | 62,191 | $7.6M |
| Busey Bank | 0.26% | Reduce -2.2% | 61,244 | $7.5M |
| Atria Investments, Inc | 0.10% | Reduce -8.3% | 60,542 | $7.4M |
| Sharper & Granite LLC | 3.50% | Add +3.1% | 60,253 | $7.3M |
| Spinnaker Trust | 0.47% | Reduce -0.8% | 59,875 | $7.3M |
| Prudential Financial Inc. | 0.01% | Add +30.8% | 59,580 | $7.3M |
| Lodge Hill Capital, LLC | 2.28% | Reduce -29.7% | 59,200 | $7.2M |
| Mutual Advisors, LLC | 0.22% | Add +3.0% | 56,883 | $7.2M |
| Innealta Capital, LLC | 2.37% | Add +44.1% | 58,552 | $7.1M |
| CMH Wealth Management LLC | 1.75% | Add +53.8% | 58,231 | $7.1M |
| Trilogy Capital Inc. | 0.38% | Add +38.3% | 57,928 | $7.1M |
| GDS Wealth Management | 0.77% | Add +8.7% | 57,909 | $7.1M |
| Advisory Services Network, LLC | 0.15% | Add +4.9% | 57,710 | $7.0M |
| Callan Capital, LLC | 0.58% | Add +0.8% | 57,400 | $7.0M |
| NewEdge Advisors, LLC | 0.05% | Add +4.1% | 57,120 | $7.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -14.3% | 56,841 | $6.9M |
| Pallas Capital Advisors LLC | 0.31% | Add +3.5% | 55,105 | $6.9M |
| Opal Wealth Advisors, LLC | 2.22% | Reduce -0.9% | 56,700 | $6.9M |
| Focus Partners Wealth | 0.02% | Add +441.2% | 56,655 | $6.9M |
| Carnegie Investment Counsel | 0.21% | Add +0.1% | 56,544 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +15.6% | 56,261 | $6.9M |
| Adams Diversified Equity Fund, Inc. | 0.23% | New | 55,600 | $6.8M |
| Premier Path Wealth Partners, LLC | 1.15% | Reduce -0.2% | 55,595 | $6.8M |
| Merit Financial Group, LLC | 0.15% | Reduce -0.2% | 54,912 | $6.7M |
| Lyell Wealth Management, LP | 0.62% | Reduce -4.0% | 53,563 | $6.5M |
| Black Swift Group, LLC | 1.50% | Add +43.8% | 53,146 | $6.5M |
| Burns J W & Co. Inc. | 0.87% | Reduce -0.8% | 52,587 | $6.4M |
| Sage Rhino Capital LLC | 1.53% | Reduce -0.7% | 52,522 | $6.4M |
| Vickerman Investment Advisors, Inc. | 2.03% | Reduce -8.7% | 51,976 | $6.3M |
| Virtue Capital Management, LLC | 1.06% | Add +61.3% | 49,027 | $6.2M |
| Trust Co. of Oklahoma | 2.16% | Add +0.1% | 50,408 | $6.1M |
| Provident Co of the Employees of the Hebrew University LTD | 7.29% | Reduce -3.8% | 50,227 | $6.1M |
| Credit Agricole S A | 0.04% | Add +1846.3% | 50,000 | $6.1M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +15.3% | 49,908 | $6.1M |
| Bank Hapoalim BM | 0.90% | Add +0.8% | 49,835 | $6.1M |
| Ashton Thomas Private Wealth, LLC | 0.34% | Reduce -11.3% | 49,774 | $6.1M |
| Platt Investment Counsel, LLC | 5.80% | Add +4.8% | 49,517 | $6.0M |
| Astor Investment Management LLC | 2.74% | Reduce -10.5% | 48,922 | $6.0M |
| Advisor OS, LLC | 0.65% | Add +3.9% | 48,700 | $5.9M |
| Robertson Stephens Wealth Management, LLC | 0.31% | Reduce -62.0% | 48,571 | $5.9M |
| Oppenheimer Asset Management Inc. | 0.07% | Add +8.8% | 47,871 | $5.8M |
| Great Lakes Advisors, LLC | 0.05% | Reduce -0.8% | 47,630 | $5.8M |
| Orange Investment Advisors, Inc. | 0.74% | Add +1.5% | 50,809 | $5.7M |
| Sabal Trust CO | 0.34% | Add +9.3% | 46,278 | $5.6M |
| Jane Street Group, LLC | 0.01% | Add +328.2% | 45,887 | $5.6M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.16% | Reduce -4.2% | 44,777 | $5.5M |
| AlphaMark Advisors, LLC | 1.88% | Reduce -3.6% | 44,310 | $5.4M |
| TD Waterhouse Canada Inc. | 0.05% | Add +2.0% | 44,727 | $5.4M |
| Alerus Financial NA | 0.40% | Reduce -4.7% | 44,255 | $5.4M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -2.6% | 43,170 | $5.3M |
| Simmons Bank | 0.40% | Reduce -1.7% | 43,046 | $5.2M |
| AMG National Trust Bank | 0.14% | Add +45.3% | 42,722 | $5.2M |
| Waverly Advisors, LLC | 0.10% | Add +3.8% | 42,639 | $5.2M |
| Gladstone Institutional Advisory LLC | 0.27% | Add +0.5% | 42,034 | $5.1M |
| Wealthcare Advisory Partners LLC | 0.16% | Reduce -4.7% | 41,707 | $5.1M |
| Institute for Wealth Management, LLC. | 0.68% | Add +1.0% | 41,357 | $5.0M |
| Sykon Capital LLC | 1.88% | Reduce -8.4% | 40,910 | $5.0M |
| Snowden Capital Advisors LLC | 0.15% | Reduce -9.0% | 40,825 | $5.0M |
| Kennicott Capital Management LLC | 2.07% | Add +7.4% | 40,796 | $5.0M |
| CoreCap Advisors, LLC | 0.52% | Reduce -10.1% | 40,726 | $5.0M |
| Cornerstone Wealth Group, LLC | 0.44% | Reduce -61.8% | 40,705 | $5.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.8% | 40,589 | $4.9M |
| Innova Wealth Partners | 3.54% | Reduce -1.6% | 40,552 | $4.9M |
| Client First Capital LLC | 2.92% | New | 39,735 | $4.8M |
| Winthrop Capital Management, LLC | 2.42% | Reduce -1.9% | 39,619 | $4.8M |
| Shira Ridge Wealth Management | 2.69% | Add +9.9% | 39,555 | $4.8M |
| Hudson Bay Capital Management LP | 0.04% | New | 39,000 | $4.8M |
| Spreng Capital Management, Inc. | 2.46% | Reduce -1.6% | 38,918 | $4.7M |
| Camelot Technology Advisors, Inc. | 4.40% | Add +0.6% | 38,735 | $4.7M |
| LMR Partners LLP | 0.13% | New | 38,684 | $4.7M |
| EP Wealth Advisors, LLC | 0.05% | Add +8.1% | 38,515 | $4.7M |
| Pinnacle Associates Ltd. | 0.07% | Reduce -1.1% | 38,351 | $4.7M |
| Arrow Investment Advisors, LLC | 4.25% | Reduce -6.6% | 38,291 | $4.7M |
| Centaurus Financial, Inc. | 0.31% | Add +27.7% | 38,265 | $4.7M |
| J.W. Cole Advisors, Inc. | 0.22% | Reduce -5.4% | 38,229 | $4.7M |
| Financial Counselors Inc. | 0.07% | Reduce -1.0% | 38,216 | $4.7M |
| Locust Wood Capital Advisers, LLC | 0.17% | Add +121.2% | 38,150 | $4.6M |
| Intrua Financial, LLC | 0.75% | Add +35.7% | 37,854 | $4.6M |
| StoneX Group Inc. | 0.37% | Add +6.0% | 37,781 | $4.6M |
| Canton Hathaway, LLC | 1.25% | Add +0.5% | 37,552 | $4.6M |
| One Wealth Map LLC | 2.82% | Add +1.0% | 36,255 | $4.6M |
| Ferguson Wellman Capital Management, Inc. | 0.09% | Reduce -2.0% | 37,393 | $4.6M |
| Leicht Financial Planning & Wealth Management, Inc. | 2.42% | Add +22.5% | 37,212 | $4.5M |
| Measured Wealth Private Client Group, LLC | 1.58% | Add +14.4% | 37,019 | $4.5M |
| Sage Capital Advisors,llc | 1.28% | Add +2.9% | 36,433 | $4.4M |
| Sandbox Financial Partners, LLC | 1.69% | Add +7.0% | 36,204 | $4.4M |
| Cumberland Advisors Inc. | 1.81% | Reduce -1.5% | 36,185 | $4.4M |
| Private Wealth Advisors, LLC | 1.89% | Add +0.5% | 35,981 | $4.3M |
| NorthCrest Asset Manangement, LLC | 0.14% | Add +0.5% | 34,950 | $4.3M |
| Vivid Wealth Management, LLC | 2.38% | Reduce -0.3% | 34,944 | $4.3M |
| Simplex Trading, LLC | 0.14% | New | 34,907 | $4.3M |
| Elevation Point Wealth Partners, LLC | 0.33% | Reduce -4.9% | 34,639 | $4.2M |
| Scotia Capital Inc. | 0.02% | Add +15.9% | 34,368 | $4.2M |
| Rise Advisors, LLC | 2.22% | Reduce -6.1% | 34,349 | $4.2M |
| IFG Advisory, LLC | 0.27% | Add +3.4% | 34,234 | $4.2M |
| M&T Bank Corp | 0.01% | Add +4.8% | 34,064 | $4.2M |
| Clarity Financial LLC | 0.62% | Reduce -1.0% | 33,612 | $4.1M |
| Essex LLC | 0.91% | Add +4.3% | 33,313 | $4.1M |
| Global Retirement Partners, LLC | 0.13% | Reduce -6.9% | 33,084 | $4.0M |
| High Note Wealth, LLC | 1.23% | Reduce -1.3% | 33,024 | $4.0M |
| Algorithmic Investment Models, LLC | 3.14% | Reduce -2.8% | 32,955 | $4.0M |
| Providence First Trust Co | 1.78% | Add +0.0% | 32,475 | $4.0M |
| First Trust Investment Solutions L.P. | 0.56% | Reduce -4.6% | 32,430 | $4.0M |
| Western Wealth Management, LLC | 0.29% | Add +8.4% | 31,900 | $3.9M |
| Sigma Planning Corp | 0.12% | Reduce -6.1% | 31,819 | $3.9M |
| Sentinel Trust Co. Lba | 0.48% | No change | 31,775 | $3.9M |
| Trust Co | 0.50% | Add +0.3% | 31,697 | $3.9M |
| Anfield Capital Management, LLC | 1.86% | Add +10.9% | 31,348 | $3.8M |
| Level Four Advisory Services, LLC | 0.17% | Add +20.4% | 31,061 | $3.8M |
| Keebeck Wealth Management | 0.55% | Reduce -0.0% | 30,894 | $3.8M |
| TCV Trust & Wealth Management, Inc. | 0.36% | Reduce -1.2% | 30,688 | $3.7M |
| Mechanics Bank Trust Department | 0.53% | Reduce -4.2% | 30,569 | $3.7M |
| Wela Strategies, Inc. | 1.73% | Add +2.9% | 30,476 | $3.7M |
| Blair William & Co. | 0.01% | Add +1.2% | 30,449 | $3.7M |
| Financial Enhancement Group LLC | 0.59% | Reduce -0.5% | 29,382 | $3.7M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +10.8% | 29,866 | $3.6M |
| Granite Harbor Advisors, Inc. | 2.36% | Add +5.3% | 29,862 | $3.6M |
| Intrepid Financial Planning Group LLC | 1.55% | Reduce -1.1% | 29,639 | $3.6M |
| Benjamin F. Edwards & Company, Inc. | 0.06% | Add +16.2% | 29,538 | $3.6M |
| Magnus Financial Group LLC | 0.41% | Add +11.9% | 29,479 | $3.6M |
| Madison Park Capital Advisors, LLC | 2.99% | New | 29,396 | $3.6M |
| Colton Groome Financial Advisors, LLC | 1.41% | Add +3.8% | 29,283 | $3.6M |
| Vectors Research Management, LLC | 1.09% | Reduce -34.4% | 29,136 | $3.6M |
| Ameritas Advisory Services, LLC | 0.13% | Add +0.2% | 29,086 | $3.5M |
| Founders Financial Securities LLC | 0.33% | Add +1.6% | 29,012 | $3.5M |
| Concourse Financial Group Securities, Inc. | 0.22% | Reduce -3.5% | 29,005 | $3.5M |
| Wellspring Financial Advisors, LLC | 0.40% | Reduce -3.7% | 28,926 | $3.5M |
| Independent Financial Group, LLC | 0.14% | Add +7.2% | 28,558 | $3.5M |
| Capital Advisors, Ltd. LLC | 0.45% | Reduce -12.5% | 28,183 | $3.4M |
| Leuthold Group, LLC | 0.40% | Reduce -10.9% | 28,146 | $3.4M |
| Avior Wealth Management, LLC | 0.14% | Add +57.9% | 27,502 | $3.4M |
| Retireful, LLC | 1.56% | New | 27,280 | $3.3M |
| Prospera Financial Services Inc | 0.09% | Add +98.8% | 27,207 | $3.3M |
| New Wave Wealth Advisors LLC | 1.77% | — | 27,049 | $3.3M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.28% | Add +0.0% | 25,846 | $3.3M |
| HSBC Holdings PLC | 0.00% | Add +84.5% | 26,287 | $3.2M |
| Millburn Ridgefield LLC | 0.08% | New | 25,430 | $3.1M |
| Bank of Nova Scotia | 0.01% | Reduce -88.4% | 25,335 | $3.1M |
| First Horizon Advisors, Inc. | 0.09% | Add +0.7% | 25,148 | $3.1M |
| Quantinno Capital Management LP | 0.05% | Add +28.3% | 24,867 | $3.0M |
| Flagship Harbor Advisors, LLC | 0.18% | Add +5.2% | 24,801 | $3.0M |
| Certified Advisory Corp | 0.38% | Add +0.9% | 24,775 | $3.0M |
| Bfsg, LLC | 0.38% | Reduce -1.4% | 24,618 | $3.0M |
| Choate Investment Advisors | 0.08% | Reduce -34.4% | 24,268 | $3.0M |
| BigSur Wealth Management LLC | 0.90% | No change | 24,180 | $2.9M |
| Stratos Wealth Advisors, LLC | 0.15% | Reduce -0.8% | 24,146 | $2.9M |
| Allred Capital Management, LLC | 1.12% | Add +3.6% | 24,042 | $2.9M |
| Freedom Investment Management, Inc. | 0.24% | Add +12.7% | 24,013 | $2.9M |
| Horizon Investments, LLC | 0.08% | Reduce -9.2% | 23,979 | $2.9M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.17% | Add +10.1% | 23,760 | $2.9M |
| First Merchants Corp. | 0.12% | Reduce -2.7% | 23,700 | $2.9M |
| United Capital Financial Advisors, LLC | 0.02% | Add +23.1% | 23,657 | $2.9M |
| Sowell Financial Services LLC | 0.14% | Reduce -15.1% | 23,641 | $2.9M |
| TRUE Private Wealth Advisors | 0.32% | Reduce -1.4% | 23,527 | $2.9M |
| Dorsey Wright & Associates | 0.74% | Reduce -0.9% | 23,508 | $2.9M |
| Glenmede Trust Co. NA | 0.01% | Add +6.0% | 23,350 | $2.8M |
| Cooksen Wealth, LLC | 2.87% | Add +5.4% | 23,320 | $2.8M |
| Grassi Investment Management | 0.25% | Reduce -0.8% | 23,220 | $2.8M |
| Stockman Wealth Management, Inc. | 0.50% | Add +0.3% | 23,201 | $2.8M |
| WealthBridge Capital Management, LLC | 0.93% | Add +5.8% | 23,086 | $2.8M |
| Citadel Advisors | 0.00% | Reduce -71.8% | 23,074 | $2.8M |
| Patten & Patten Inc. | 0.19% | Add +3.8% | 22,502 | $2.7M |
| Natixis Advisors, LLC | 0.01% | New | 22,462 | $2.7M |
| Baker Avenue Asset Management, LP | 0.09% | Add +494.6% | 22,424 | $2.7M |
| B&D White Capital Company, LLC | 0.57% | Reduce -40.0% | 22,376 | $2.7M |
| Financial Advocates Investment Management | 0.17% | Add +8.9% | 22,302 | $2.7M |
| Symmetry Investments LP | 0.34% | New | 22,277 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +4.0% | 22,129 | $2.7M |
| Treynor Bancshares, Inc. | 2.80% | Add +23.6% | 21,963 | $2.7M |
| Flow Traders U.S. LLC | 0.13% | New | 21,961 | $2.7M |
| Perigon Wealth Management, LLC | 0.08% | Add +64.7% | 21,823 | $2.7M |
| Guerra Pan Advisors, LLC | 2.21% | Add +16.9% | 21,661 | $2.6M |
| KKM Financial LLC | 1.24% | Add +2.0% | 22,406 | $2.6M |
| Integrated Advisors Network LLC | 0.13% | Add +4.0% | 21,361 | $2.6M |
| Main Management LLC | 0.22% | Reduce -31.9% | 21,347 | $2.6M |
| MontVue Capital Management, Inc. | 2.07% | Reduce -0.6% | 21,345 | $2.6M |
| Massachusetts Wealth Management | 1.74% | Add +22.5% | 21,216 | $2.6M |
| Clarus Wealth Advisors | 1.36% | Add +0.2% | 21,005 | $2.6M |
| Butensky & Cohen Financial Security, Inc. | 0.81% | Reduce -1.1% | 20,859 | $2.5M |
| Venturi Wealth Management, LLC | 0.15% | Reduce -14.5% | 20,683 | $2.5M |
| Nilsine Partners, LLC | 0.34% | No change | 20,665 | $2.5M |
| Zullo Investment Group, Inc. | 1.10% | Add +1.9% | 20,519 | $2.5M |
| Associated Banc-Corp | 0.08% | Add +0.6% | 20,377 | $2.5M |
| Huntington National Bank | 0.03% | Reduce -3.7% | 20,190 | $2.5M |
| United Asset Strategies, Inc. | 0.24% | Reduce -16.2% | 20,182 | $2.5M |
| Finivi Inc. | 2.02% | Add +3.8% | 19,995 | $2.4M |
| TAP Consulting, LLC | 0.51% | Add +591.0% | 19,949 | $2.4M |
| First Financial Bank - Trust Division | 0.24% | Add +1.6% | 19,941 | $2.4M |
| Amarillo National Bank | 0.46% | No change | 19,814 | $2.4M |
| Chesapeake Wealth Management | 0.87% | Add +3.2% | 19,754 | $2.4M |
| Burke & Herbert Bank & Trust Co. | 0.58% | New | 19,638 | $2.4M |
| Wall Street Financial Group, Inc. | 4.06% | — | 19,607 | $2.4M |
| Money Concepts Capital Corp. | 0.20% | Reduce -6.1% | 19,583 | $2.4M |
| Darwin Wealth Management, LLC | 1.17% | Add +2.6% | 19,391 | $2.4M |
| Evercore Wealth Management, LLC | 0.04% | Reduce -4.3% | 19,314 | $2.4M |
| Flaharty Asset Management, LLC | 0.35% | Reduce -5.7% | 19,246 | $2.3M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +1.9% | 19,203 | $2.3M |
| Keybank National Association | 0.01% | Reduce -2.3% | 19,193 | $2.3M |
| DAVENPORT & Co LLC | 0.01% | Add +9.3% | 19,099 | $2.3M |
| Dorsey & Whitney Trust CO LLC | 0.16% | Add +1.8% | 19,064 | $2.3M |
| West Financial Advisors, LLC | 0.48% | Add +1.8% | 18,986 | $2.3M |
| Rehmann Capital Advisory Group | 0.16% | Add +0.7% | 18,505 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.7% | 18,437 | $2.2M |
| OneDigital Investment Advisors LLC | 0.03% | Add +21.2% | 18,300 | $2.2M |
| Analyst IMS Investment Management Services Ltd. | 0.09% | No change | 18,200 | $2.2M |
| Realta Investment Advisors | 0.43% | Reduce -18.6% | 18,148 | $2.2M |
| United Bank | 1.10% | Add +31.6% | 18,124 | $2.2M |
| Howard Capital Management Group, LLC | 0.16% | Reduce -6.8% | 18,023 | $2.2M |
| VCI Wealth Management LLC | 1.08% | New | 17,896 | $2.2M |
| Apexium Financial, LP | 0.15% | Add +0.8% | 17,757 | $2.2M |
| Cornerstone Advisory, LLC | 0.30% | Add +2.6% | 17,743 | $2.2M |
| HB Wealth Management, LLC | 0.03% | Add +28.5% | 17,563 | $2.1M |
| Cornerstone Wealth Management, LLC | 0.16% | Add +4.0% | 17,362 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -4.1% | 17,359 | $2.1M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -4.1% | 17,359 | $2.1M |
| Webster Bank, N. A. | 0.23% | Reduce -4.2% | 17,077 | $2.1M |
| Eastern Bank | 0.08% | New | 17,026 | $2.1M |
| First National Bank of Hutchinson | 1.31% | Add +0.2% | 16,847 | $2.1M |
| City Center Advisors, LLC | 2.42% | No change | 16,287 | $2.1M |
| Bedell Frazier Investment Counselling, LLC | 0.49% | Add +4.3% | 16,746 | $2.0M |
| Crescent Grove Advisors, LLC | 0.22% | No change | 16,736 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +20100.0% | 16,564 | $2.0M |
| Allworth Financial LP | 0.01% | Add +6.3% | 16,057 | $2.0M |
| St. Johns Investment Management Company, LLC | 0.95% | Add +0.6% | 16,421 | $2.0M |
| Perennial Investment Advisors, LLC | 0.28% | Add +3.8% | 16,303 | $2.0M |
| Fiduciary Group, LLC | 0.21% | Add +6.8% | 16,264 | $2.0M |
| Northstar Advisory Group, LLC | 1.12% | Reduce -52.9% | 16,050 | $2.0M |
| Petredis Investment Advisors LLC | 0.21% | New | 15,683 | $1.9M |
| Brown, Lisle/Cummings, Inc. | 0.62% | Add +0.1% | 15,672 | $1.9M |
| Tiaa Trust, National Association | 0.01% | Add +6.2% | 15,558 | $1.9M |
| Fifth Third Securities, Inc. | 0.17% | Reduce -32.8% | 15,480 | $1.9M |
| Provida Pension Fund Administrator | 0.05% | No change | 15,442 | $1.9M |
| AAFMAA Wealth Management & Trust LLC | 0.92% | New | 15,303 | $1.9M |
| Proffitt & Goodson Inc. | 0.33% | Reduce -1.1% | 15,300 | $1.9M |
| Cary Street Partners Investment Advisory LLC | 0.07% | Add +15.8% | 15,071 | $1.8M |
| Cypress Asset Management Inc. | 0.47% | No change | 13,773 | $1.8M |
| SMART Wealth LLC | 0.73% | Add +5.3% | 14,906 | $1.8M |
| Valeo Financial Advisors, LLC | 0.06% | Add +59.9% | 14,757 | $1.8M |
| Deltec Asset Management LLC | 0.34% | No change | 14,750 | $1.8M |
| Courier Capital LLC | 0.14% | Reduce -66.4% | 14,726 | $1.8M |
| Commerce Bank | 0.01% | Reduce -0.9% | 14,645 | $1.8M |
| Jacobi Capital Management LLC | 0.15% | Reduce -14.6% | 14,600 | $1.8M |
| Boltwood Capital Management | 0.56% | Reduce -8.9% | 14,580 | $1.8M |
| Wedbush Securities Inc. | 0.06% | Reduce -14.3% | 14,531 | $1.8M |
| 1832 Asset Management L.P. | 0.00% | No change | 14,135 | $1.7M |
| Csenge Advisory Group | 0.10% | Add +7.4% | 14,079 | $1.7M |
| First Business Financial Services, Inc. | 0.18% | No change | 14,013 | $1.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 14,000 | $1.7M |
| Hoylecohen, LLC | 0.13% | Reduce -0.1% | 13,970 | $1.7M |
| Cresta Advisors, Ltd. | 1.00% | Add +19.9% | 13,883 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +16.3% | 13,730 | $1.7M |
| Family Asset Management, LLC | 1.06% | Add +32.9% | 13,552 | $1.7M |
| Richard W. Paul & Associates, LLC | 0.64% | Add +3.0% | 13,517 | $1.6M |
| Claro Advisors Inc. | 0.26% | Add +15.5% | 13,477 | $1.6M |
| Caprock Group, LLC | 0.07% | Reduce -0.7% | 13,375 | $1.6M |
| RiverGlades Family Offices LLC | 1.27% | No change | 13,367 | $1.6M |
| SOL Capital Management CO | 0.19% | Reduce -2.2% | 13,095 | $1.6M |
| Donald L. Hagan, LLC | 0.84% | Reduce -4.5% | 13,046 | $1.6M |
| Northeast Financial Consultants Inc | 0.07% | No change | 13,041 | $1.6M |
| Belpointe Asset Management LLC | 0.11% | Reduce -42.0% | 12,894 | $1.6M |
| Aspen Investment Management Inc | 0.78% | Add +90.2% | 12,862 | $1.6M |
| Colony Family Offices, LLC | 0.50% | No change | 12,842 | $1.6M |
| Horizon Financial Services, LLC | 0.98% | Add +46.4% | 12,676 | $1.5M |
| Modera Wealth Management, LLC | 0.02% | Reduce -0.5% | 12,460 | $1.5M |
| Owen LaRue, LLC | 0.94% | Add +35.3% | 12,450 | $1.5M |
| Pine Valley Investments Ltd Liability Co | 0.11% | Add +38.6% | 12,369 | $1.5M |
| Birchcreek Wealth Management, LLC | 0.85% | Reduce -17.9% | 12,340 | $1.5M |
| Regions Financial Corp. | 0.01% | Reduce -0.3% | 12,242 | $1.5M |
| Independent Order of Foresters | 0.91% | No change | 12,096 | $1.5M |
| Bank of Marin | 1.27% | Reduce -1.9% | 12,078 | $1.5M |
| Waterway Wealth Management, LLC | 0.72% | Add +86.7% | 12,076 | $1.5M |
| Wesbanco Bank Inc. | 0.05% | Add +4.3% | 12,018 | $1.5M |
| Brandywine Oak Private Wealth LLC | 0.15% | No change | 12,003 | $1.5M |
| Parsons Capital Management Inc. | 0.10% | Reduce -0.1% | 11,998 | $1.5M |
| RPg Family Wealth Advisory, LLC | 0.48% | Add +4.9% | 11,988 | $1.5M |
| Garda Capital Partners LP | 0.78% | New | 11,915 | $1.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Add +31.0% | 11,864 | $1.5M |
| Marion Wealth Management | 0.42% | Add +1.7% | 11,729 | $1.4M |
| CMG Global Holdings, LLC | 0.94% | Add +1.3% | 11,635 | $1.4M |
| Rockport Wealth LLC | 0.59% | Add +5.0% | 11,544 | $1.4M |
| Successful Portfolios LLC | 0.98% | Reduce -0.3% | 11,515 | $1.4M |
| Signet Financial Management, LLC | 0.19% | Add +3.2% | 11,500 | $1.4M |
| AdvisorShares Investments LLC | 0.24% | New | 11,600 | $1.4M |
| HBW Advisory Services LLC | 0.23% | Add +17.1% | 11,450 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +201.9% | 11,444 | $1.4M |
| Private Advisory Group LLC | 0.18% | Reduce -10.2% | 11,432 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -9.4% | 11,378 | $1.4M |
| Transamerica Financial Advisors, LLC | 0.15% | No change | 11,332 | $1.4M |
| Creative Financial Designs Inc. | 0.12% | Add +310.8% | 11,219 | $1.4M |
| J. Goldman & Co LP | 0.05% | Reduce -78.6% | 11,217 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.11% | Reduce -2.7% | 11,181 | $1.4M |
| Abbot Financial Management, Inc. | 0.73% | Add +1.8% | 11,169 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -20.2% | 11,089 | $1.4M |
| Windsor Capital Management, LLC | 0.42% | Reduce -17.0% | 11,042 | $1.3M |
| Financial Sense Advisors, Inc. | 0.43% | Add +3.3% | 11,022 | $1.3M |
| Avitas Wealth Management LLC | 0.20% | Add +0.7% | 11,000 | $1.3M |
| McGuire Investment Group, LLC | 0.19% | Add +1.2% | 10,978 | $1.3M |
| Glen Eagle Advisors, LLC | 0.24% | Reduce -8.9% | 10,820 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +2.9% | 10,818 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Add +24.7% | 10,770 | $1.3M |
| Gallagher Fiduciary Advisors, LLC | 0.29% | Reduce -0.8% | 10,725 | $1.3M |
| Exchange Capital Management, Inc. | 0.21% | Reduce -4.3% | 10,603 | $1.3M |
| Laidlaw Wealth Management LLC | 0.71% | Add +3.7% | 10,583 | $1.3M |
| Transcend Capital Advisors, LLC | 0.09% | Reduce -5.0% | 10,500 | $1.3M |
| LongView Wealth Management | 0.47% | Add +0.3% | 10,494 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.5% | 10,487 | $1.3M |
| Laurel Wealth Advisors LLC | 0.22% | Reduce -9.3% | 10,396 | $1.3M |
| Rovin Capital /Ut/ | 0.52% | Reduce -0.9% | 10,276 | $1.3M |
| Okabena Investment Services Inc. | 0.40% | No change | 10,268 | $1.3M |
| Rockland Trust Co. | 0.07% | Add +4.6% | 10,248 | $1.2M |
| TrinityPoint Wealth, LLC | 0.19% | Add +0.1% | 10,229 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +1.9% | 10,174 | $1.2M |
| Fifth Lane Capital, LP | 2.77% | New | 10,160 | $1.2M |
| Terra Nova Asset Management LLC | 0.97% | Add +217.7% | 10,138 | $1.2M |
| Sandy Spring Bank | 0.05% | Add +1.2% | 10,120 | $1.2M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -43.7% | 10,078 | $1.2M |
| Redwood Financial Network Corp | 1.03% | Add +0.7% | 10,075 | $1.2M |
| Harbour Investments, Inc. | 0.04% | Reduce -8.3% | 10,010 | $1.2M |
| Brookstone Capital Management | 0.02% | Add +28.6% | 9,594 | $1.2M |
| NBT Bank, N.A. | 0.09% | Reduce -1.4% | 9,884 | $1.2M |
| Hilltop Holdings Inc. | 0.14% | Add +9.4% | 9,879 | $1.2M |
| Raleigh Capital Management Inc. | 0.51% | Add +7316.5% | 9,864 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +13.5% | 9,815 | $1.2M |
| Fairfield Financial Advisors, LTD | 0.35% | — | 9,815 | $1.2M |
| Quattro Financial Advisors LLC | 0.31% | No change | 9,777 | $1.2M |
| Mgo One Seven LLC | 0.06% | Add +13.1% | 9,756 | $1.2M |
| ARS Investment Partners, LLC | 0.11% | Add +0.7% | 9,732 | $1.2M |
| Fortis Group Advisors, LLC | 0.23% | Add +3.2% | 9,657 | $1.2M |
| CX Institutional | 0.06% | Add +68.8% | 9,630 | $1.2M |
| Foster Dykema Cabot & Partners, LLC | 0.10% | No change | 9,605 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 9,601 | $1.2M |
| Greenwood Capital Associates LLC | 0.15% | Reduce -3.1% | 9,590 | $1.2M |
| Arkadios Wealth Advisors | 0.08% | Add +209.2% | 9,523 | $1.2M |
| Bray Capital Advisors | 0.29% | Reduce -0.7% | 9,495 | $1.2M |
| Joseph P. Lucia & Associates, LLC | 0.59% | Add +9.0% | 9,461 | $1.2M |
| Magnolia Capital Management Ltd. | 0.97% | No change | 9,440 | $1.1M |
| One Capital Management, LLC | 0.04% | New | 9,229 | $1.1M |
| Leslie Global Wealth, LLC | 0.65% | — | 9,198 | $1.1M |
| Capital Investment Counsel, LLC | 0.22% | Add +75.5% | 9,184 | $1.1M |
| Gilliland Jeter Wealth Management LLC | 0.38% | Add +0.0% | 9,178 | $1.1M |
| Elevated Capital Advisors, LLC | 0.31% | Reduce -64.0% | 9,169 | $1.1M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Reduce -3.0% | 9,153 | $1.1M |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -0.3% | 9,060 | $1.1M |
| Tsfg, LLC | 0.26% | Add +3.6% | 9,058 | $1.1M |
| OneAscent Financial Services LLC | 0.15% | Add +59.1% | 9,061 | $1.1M |
| &partners | 0.05% | New | 9,046 | $1.1M |
| First Bancorp, Inc | 0.81% | No change | 9,011 | $1.1M |
| Simplicity Wealth,LLC | 0.02% | Reduce -75.5% | 8,883 | $1.1M |
| Good Life Advisors, LLC | 0.09% | Add +58.4% | 8,870 | $1.1M |
| Principle Wealth Partners LLC | 0.08% | Reduce -3.9% | 8,844 | $1.1M |
| Encompass More Asset Management | 0.77% | Add +10.6% | 8,831 | $1.1M |
| D.B. Root & Company, LLC | 0.36% | Add +30.1% | 8,771 | $1.1M |
| Principal Securities, Inc. | 0.03% | Add +9.2% | 8,722 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Reduce -2.9% | 8,578 | $1.0M |
| Regal Investment Advisors LLC | 0.07% | Add +16.1% | 8,563 | $1.0M |
| Landaas & Co. /Wi | 0.32% | No change | 8,540 | $1.0M |
| Zurich Insurance Group Ltd | 0.01% | Reduce -88.8% | 8,185 | $1.0M |
| Madden Advisory Services, Inc. | 0.52% | Add +0.0% | 8,410 | $1.0M |
| Alaska Permanent Fund Corp | 0.02% | No change | 7,985 | $1.0M |
| Focus Financial Network, Inc. | 0.04% | Reduce -3.4% | 7,981 | $1.0M |
| Cornerstone National Bank & Trust Co | 0.49% | Add +2.8% | 8,265 | $1.0M |
| Exencial Wealth Advisors, LLC | 0.04% | Add +7.9% | 8,227 | $1.0M |
| Capital Investment Counsel, Inc | 0.15% | Add +5.5% | 8,215 | $1.0M |
| Plimoth Trust Co. LLC | 0.27% | Reduce -6.7% | 8,203 | $1000K |
| GeoWealth Management, LLC | 0.04% | Add +10.2% | 8,179 | $997K |
| Fagan Associates, Inc. | 0.17% | Add +0.0% | 8,105 | $988K |
| Evanson Asset Management, LLC | 0.07% | Add +0.2% | 8,070 | $983K |
| Yelin Lapidot Holdings Management Ltd. | 0.17% | No change | 8,000 | $975K |
| Private Trust Co. NA | 0.10% | Add +12.1% | 7,990 | $974K |
| Zega Financial, LLC | 0.35% | Add +29.3% | 7,982 | $973K |
| Bradley Foster & Sargent Inc. | 0.02% | No change | 7,974 | $972K |
| Olistico Wealth, LLC | 0.62% | Add +0.6% | 7,942 | $968K |
| Tocqueville Asset Management L.P. | 0.02% | No change | 7,890 | $962K |
| Moors & Cabot, Inc. | 0.05% | Reduce -4.3% | 7,878 | $960K |
| Glass Jacobson Investment Advisors llc | 0.35% | Add +2.6% | 7,805 | $951K |
| Whitaker-Myers Wealth Managers, LTD. | 0.35% | Add +15.4% | 7,785 | $949K |
| Thomasville National Bank | 0.08% | Reduce -2.9% | 7,780 | $948K |
| Roberts Wealth Advisors, LLC | 0.32% | Reduce -3.1% | 7,829 | $946K |
| Richardson Financial Services Inc. | 0.68% | Add +1.1% | 7,738 | $943K |
| Edgestream Partners, L.P. | 0.05% | New | 7,689 | $937K |
| Verus Capital Partners, LLC | 0.10% | Add +4.8% | 7,620 | $929K |
| Blue Chip Partners, LLC | 0.09% | Add +0.3% | 7,607 | $927K |
| Soltis Investment Advisors LLC | 0.10% | Reduce -22.9% | 7,491 | $913K |
| Wintrust Investments LLC | 0.07% | Reduce -3.1% | 7,370 | $898K |
| Whittier Trust Co. | 0.01% | Reduce -7.3% | 7,367 | $898K |
| Brown Advisory Inc. | 0.00% | Add +29.9% | 7,274 | $886K |
| Alphadyne Asset Management LP | 0.40% | New | 7,250 | $884K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.9% | 7,245 | $883K |
| Arrow Financial Corp | 0.09% | Reduce -3.1% | 7,188 | $876K |
| Dumont & Blake Investment Advisors LLC | 0.12% | Add +100.5% | 7,158 | $872K |
| Financial Insights, Inc. | 0.24% | No change | 7,151 | $871K |
| Houlihan Financial Resource Group, Ltd. | 0.59% | Add +0.0% | 7,137 | $870K |
| Foguth Wealth Management, LLC. | 0.38% | Add +49.6% | 7,116 | $867K |
| WorthPointe, LLC | 0.40% | New | 7,112 | $867K |
| Wealthfront Advisers LLC | 0.00% | Reduce -11.9% | 7,087 | $864K |
| Smith Salley Wealth Management | 0.06% | Reduce -3.6% | 6,988 | $852K |
| Apollon Financial, LLC | 0.27% | Add +11.2% | 6,973 | $850K |
| IFP Advisors, Inc | 0.03% | Add +29.5% | 6,897 | $841K |
| Diligent Investors, LLC | 0.21% | No change | 6,894 | $840K |
| CENTRAL TRUST Co | 0.02% | Reduce -0.5% | 6,804 | $829K |
| Contravisory Investment Management, Inc. | 0.18% | Add +1.7% | 6,680 | $814K |
| Cape Ann Savings Bank | 0.50% | Reduce -1.1% | 6,643 | $810K |
| Ciovacco Capital Management LLC | 0.52% | Reduce -2.5% | 6,630 | $808K |
| E&G Advisors, LLC | 0.24% | Add +14.2% | 6,618 | $807K |
| Lynch & Associates | 0.18% | Add +0.6% | 6,586 | $803K |
| RMR Wealth Builders | 0.09% | Add +63.5% | 6,576 | $801K |
| Empowered Funds, LLC | 0.01% | New | 6,573 | $801K |
| Sapient Capital LLC | 0.02% | Add +1.9% | 6,570 | $801K |
| AQR Capital Management | 0.00% | Add +184.7% | 6,539 | $797K |
| World Equity Group, Inc. | 0.24% | Reduce -8.7% | 6,495 | $792K |
| Diversify Advisory Services, LLC | 0.04% | Add +29.6% | 6,544 | $791K |
| Capital Insight Partners, LLC | 0.15% | Add +13.7% | 6,466 | $788K |
| Game Plan Financial Advisors, LLC | 0.43% | Add +113.2% | 6,459 | $787K |
| Raymond James Trust N.A. | 0.02% | Add +10.7% | 6,398 | $780K |
| Kessler Investment Group, LLC | 0.42% | Reduce -4.4% | 6,374 | $777K |
| Aveo Capital Partners, LLC | 0.09% | Reduce -1.0% | 6,353 | $774K |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.2% | 6,348 | $774K |
| NWF Advisory Services Inc. | 0.12% | Add +15.1% | 6,305 | $768K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -7.5% | 6,259 | $763K |
| Chartist Inc. | 0.39% | Reduce -1.0% | 6,209 | $757K |
| Kanawha Capital Management LLC | 0.06% | Reduce -4.6% | 6,196 | $755K |
| Gold Investment Management Ltd. | 0.32% | Add +3.7% | 6,173 | $752K |
| Deutsche Bank AG | 0.00% | Reduce -10.3% | 6,162 | $751K |
| Burford Brothers, Inc. | 0.44% | Reduce -2.9% | 6,149 | $749K |
| Kovack Advisors, Inc. | 0.08% | Reduce -0.0% | 6,149 | $749K |
| Retirement Planning Group, LLC | 0.05% | Reduce -2.0% | 6,096 | $743K |
| VestGen Investment Management | 0.22% | Add +0.7% | 6,024 | $734K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +0.1% | 6,005 | $732K |
| Van Cleef Asset Management,Inc | 0.09% | No change | 5,975 | $728K |
| Silverlake Wealth Management LLC | 0.30% | Add +65.8% | 5,939 | $724K |
| MV Capital Management, Inc. | 0.08% | No change | 5,914 | $721K |
| Arlington Trust Co LLC | 0.17% | Add +10.3% | 5,909 | $720K |
| Activest Wealth Management | 0.24% | Reduce -3.5% | 5,905 | $720K |
| Ally Invest Advisors Inc. | 0.07% | Add +12.6% | 5,894 | $718K |
| Montag A & Associates Inc. | 0.04% | Reduce -1.2% | 5,875 | $716K |
| Fulcrum Equity Management | 0.64% | Add +12.6% | 5,856 | $714K |
| Personal Cfo Solutions, LLC | 0.11% | Reduce -3.8% | 5,836 | $711K |
| James Investment Research, Inc. | 0.08% | No change | 5,825 | $710K |
| Neville Rodie & Shaw Inc. | 0.05% | No change | 5,800 | $707K |
| Pettyjohn, Wood & White, Inc. | 0.14% | Reduce -0.4% | 5,797 | $706K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -0.6% | 5,784 | $705K |
| Global Financial Private Client, LLC | 0.29% | No change | 5,776 | $704K |
| Constitution Capital LLC | 0.37% | Add +0.7% | 5,761 | $702K |
| Gotham Asset Management | 0.01% | New | 5,732 | $699K |
| Patton Albertson Miller Group, LLC | 0.10% | No change | 5,727 | $698K |
| Collaborative Wealth Managment Inc. | 0.34% | Add +3.3% | 5,719 | $697K |
| Journey Advisory Group, LLC | 0.08% | No change | 5,691 | $694K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -19.5% | 5,673 | $691K |
| Wealthgarden F.S. LLC | 0.72% | — | 5,628 | $686K |
| Investment Partners, LTD. | 0.31% | No change | 5,610 | $684K |
| Lindbrook Capital, LLC | 0.06% | Reduce -2.0% | 5,595 | $682K |
| Condor Capital Management | 0.06% | Reduce -1.6% | 5,572 | $679K |
| Larson Financial Group LLC | 0.05% | Add +128.4% | 5,571 | $679K |
| Rothschild Wealth LLC | 0.22% | Reduce -0.5% | 5,560 | $678K |
| Addison Advisors LLC | 0.22% | Reduce -3.3% | 5,552 | $677K |
| Fidelis Capital Partners, LLC | 0.10% | Add +15.6% | 5,562 | $676K |
| Vaughan David Investments LLC | 0.02% | Reduce -2.9% | 5,537 | $675K |
| Florida Financial Advisors, LLC | 0.40% | Reduce -7.9% | 5,450 | $664K |
| One Charles Private Wealth Services, LLC | 0.28% | Add +15.2% | 5,448 | $664K |
| Worth Financial Advisory Group, LLC | 0.43% | Reduce -0.7% | 5,410 | $659K |
| Providence Capital Advisors, LLC | 0.14% | Add +0.9% | 5,374 | $655K |
| Rockingstone Advisors LLC | 0.34% | Add +2.3% | 5,360 | $653K |
| Financial & Tax Architects, LLC | 0.17% | Reduce -3.7% | 5,353 | $652K |
| Geneos Wealth Management Inc. | 0.03% | Add +1.9% | 5,345 | $651K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +11.4% | 5,335 | $650K |
| Essex Financial Services, Inc. | 0.05% | Add +18.7% | 5,200 | $646K |
| QRG Capital Management, Inc. | 0.01% | Reduce -6.2% | 5,299 | $646K |
| ELCO Management Co., LLC | 0.38% | Reduce -5.4% | 5,280 | $643K |
| Koshinski Asset Management, Inc. | 0.06% | Add +93.6% | 5,323 | $643K |
| MKT Advisors LLC | 0.32% | No change | 5,280 | $638K |
| Dimension Capital Management LLC | 0.13% | Add +3.1% | 5,226 | $637K |
| Narus Financial Partners, LLC | 0.26% | Add +3.6% | 5,191 | $633K |
| GPS Wealth Strategies Group, LLC | 0.09% | Reduce -4.0% | 5,178 | $631K |
| Wolff Financial Management LLC | 0.46% | No change | 5,156 | $628K |
| Townsend Asset Management Corp. /NC/ | 0.24% | New | 5,147 | $627K |
| Country Club Bank | 0.04% | No change | 5,147 | $627K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -1.2% | 5,137 | $626K |
| Prentice Wealth Management LLC | 0.20% | Reduce -1.2% | 5,094 | $621K |
| Meridian Wealth Management, LLC | 0.07% | New | 5,015 | $611K |
| NorthRock Partners, LLC | 0.02% | Add +26.7% | 5,015 | $611K |
| Maven Securities LTD | 0.09% | New | 5,000 | $609K |
| Evernest Financial Advisors, LLC | 0.27% | Reduce -2.2% | 4,975 | $606K |
| Hudson Value Partners, LLC | 0.26% | Add +5.2% | 4,968 | $605K |
| Heritage Wealth Partners, LLC | 0.88% | New | 4,967 | $605K |
| Johnson Investment Counsel Inc. | 0.01% | Add +1.7% | 4,965 | $605K |
| Pacific Global Investment Management Co. | 0.11% | Reduce -1.6% | 4,935 | $601K |
| Bricktown Capital, LLC | 0.12% | New | 4,933 | $601K |
| Beaton Management Co. Inc. | 0.32% | Add +92.4% | 4,926 | $600K |
| Icon Wealth Advisors, LLC | 0.05% | Reduce -28.5% | 4,670 | $597K |
| Centiva Capital, LP | 0.03% | Reduce -79.3% | 4,900 | $597K |
| Meridian Wealth Advisors, LLC | 0.11% | No change | 4,895 | $597K |
| Riggs Asset Managment Co. Inc. | 0.18% | Add +0.2% | 4,877 | $594K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +9.1% | 4,877 | $594K |
| 3EDGE Asset Management, LP | 0.05% | Add +69.0% | 4,862 | $593K |
| Insigneo Advisory Services, LLC | 0.07% | Add +12.2% | 4,898 | $591K |
| National Bank of Canada | 0.00% | No change | 4,878 | $588K |
| Headlands Technologies LLC | 0.06% | New | 4,756 | $580K |
| McAdam, LLC | 0.03% | New | 4,740 | $578K |
| Townsquare Capital LLC | 0.01% | Add +6.1% | 4,709 | $574K |
| Vertex Planning Partners, LLC | 0.15% | Reduce -0.9% | 4,707 | $574K |
| Empower Advisory Group, LLC | 0.00% | Reduce -10.7% | 4,680 | $570K |
| Traction Financial Partners, LLC | 0.41% | Reduce -0.4% | 4,448 | $566K |
| Security Financial Services, INC. | 0.12% | No change | 4,628 | $564K |
| Park Edge Advisors, LLC | 0.17% | Add +160.2% | 4,623 | $563K |
| Belmont Capital, LLC | 0.10% | No change | 4,588 | $559K |
| World Investment Advisors | 0.03% | New | 4,570 | $557K |
| Cape Cod Five Cents Savings Bank | 0.05% | Reduce -4.7% | 4,570 | $557K |
| Roman Butler Fullerton & Co. | 0.18% | No change | 4,572 | $555K |
| First Foundation Advisors | 0.02% | No change | 4,548 | $554K |
| Synovus Financial Corp. | 0.01% | Add +3.5% | 4,502 | $549K |
| Hillcrest Wealth Advisors - NY, LLC | 0.30% | Reduce -5.3% | 4,500 | $548K |
| Hexagon Capital Partners LLC | 0.12% | No change | 4,497 | $548K |
| Stephens Inc. | 0.01% | Reduce -1.8% | 4,449 | $542K |
| CHICAGO TRUST Co NA | 0.11% | Reduce -6.7% | 4,395 | $536K |
| Compound Planning, Inc. | 0.04% | Reduce -1.3% | 4,370 | $533K |
| Susquehanna International Group Ltd. | 0.13% | Reduce -40.3% | 4,316 | $526K |
| Aviance Capital Partners, LLC | 0.07% | No change | 4,291 | $523K |
| Strategic Blueprint, LLC | 0.04% | Add +15.3% | 4,256 | $519K |
| Channel Wealth LLC | 0.19% | Add +7.2% | 4,202 | $512K |
| Duncker Streett & Co. Inc. | 0.10% | Reduce -2.9% | 4,193 | $511K |
| Alpine Global Management, LLC | 0.10% | New | 4,164 | $507K |
| Absolute Capital Management, LLC | 0.31% | Reduce -76.0% | 4,159 | $507K |
| Beacon Financial Advisory LLC | 0.19% | Add +0.2% | 4,153 | $506K |
| D L Carlson Investment Group Inc. | 0.10% | Reduce -66.4% | 4,145 | $505K |
| Avalon Capital Management | 0.16% | New | 4,121 | $502K |
| Brick & Kyle, Associates | 0.21% | Reduce -2.9% | 4,121 | $502K |
| Private Wealth Strategies, L.L.C. | 0.10% | Add +0.3% | 4,044 | $493K |
| Point Windward Advisors Inc. | 0.20% | New | 4,040 | $492K |
| Brown Miller Wealth Management, LLC | 0.20% | Reduce -9.1% | 4,039 | $492K |
| Solstein Capital, LLC | 0.32% | Reduce -10.2% | 4,030 | $491K |
| Occidental Asset Management, LLC | 0.09% | Add +29.5% | 4,024 | $490K |
| Strategic Investment Advisors / MI | 0.06% | Add +1.3% | 4,023 | $490K |
| Circle Wealth Management, LLC | 0.01% | Add +7.4% | 4,020 | $490K |
| Herbst Group, LLC | 0.30% | Reduce -0.3% | 4,019 | $490K |
| WASHINGTON TRUST Co | 0.02% | Reduce -1.2% | 4,004 | $488K |
| Mainsail Asset Management, LLC | 0.39% | No change | 4,000 | $487K |
| Two Sigma Securities, LLC | 0.02% | Reduce -89.2% | 4,000 | $487K |
| WNY Asset Management, LLC | 0.06% | Reduce -2.5% | 3,991 | $486K |
| Glassman Wealth Services | 0.09% | Reduce -1.4% | 3,990 | $486K |
| First National Trust Co | 0.02% | Reduce -0.1% | 3,964 | $483K |
| Bokf, NA | 0.01% | Reduce -1.5% | 3,952 | $482K |
| Chemistry Wealth Management LLC | 0.12% | No change | 3,950 | $481K |
| Founders Financial Alliance, LLC | 0.14% | Reduce -1.1% | 3,884 | $473K |
| Wedmont Private Capital | 0.03% | Add +0.2% | 3,808 | $473K |
| FineMark National Bank & Trust | 0.02% | Add +43.4% | 3,875 | $472K |
| Donaldson Capital Management, LLC | 0.02% | Add +0.2% | 3,858 | $470K |
| Astoria Portfolio Advisors LLC. | 0.17% | Add +25.1% | 3,818 | $465K |
| Orser Capital Management, LLC | 0.35% | Add +0.1% | 3,799 | $463K |
| Ledyard National Bank | 0.04% | Reduce -6.0% | 3,796 | $463K |
| Avestar Capital, LLC | 0.05% | No change | 3,767 | $459K |
| Jackson Hole Capital Partners, LLC | 0.10% | No change | 3,766 | $459K |
| Fiduciary Trust Co | 0.01% | No change | 3,753 | $457K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Reduce -9.7% | 3,722 | $454K |
| Girard Partners LTD. | 0.04% | Reduce -22.9% | 3,721 | $454K |
| Venture Visionary Partners LLC | 0.02% | Reduce -3.4% | 3,718 | $453K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -0.1% | 3,716 | $453K |
| Onyx Bridge Wealth Group LLC | 0.07% | Reduce -3.7% | 3,707 | $452K |
| Safeguard Financial, LLC | 0.13% | Add +4.6% | 3,705 | $452K |
| Second Half Financial Partners, LLC | 0.36% | New | 3,705 | $452K |
| Pekin Hardy Strauss, Inc. | 0.06% | No change | 3,701 | $451K |
| Crew Capital Management, Ltd | 0.36% | Add +3.0% | 3,698 | $451K |
| Strategies Wealth Advisors, LLC | 0.07% | Add +6.6% | 3,680 | $448K |
| MMBG Investment Advisors Co. | 0.05% | No change | 3,670 | $447K |
| Ingalls & Snyder LLC | 0.02% | Add +7.5% | 3,666 | $447K |
| InTrack Investment Management Inc | 0.32% | Add +1.9% | 3,664 | $447K |
| Relyea Zuckerberg Hanson LLC | 0.07% | No change | 3,659 | $446K |
| Argent Trust Co | 0.02% | No change | 3,651 | $445K |
| Tyche Wealth Partners LLC | 0.11% | Reduce -4.3% | 3,648 | $445K |
| Trust Point Inc. | 0.04% | No change | 3,639 | $443K |
| FAS Wealth Partners, Inc. | 0.04% | No change | 3,633 | $443K |
| University of Texas/Texas Am Investment Management Co. | 0.09% | Add +7.2% | 3,624 | $442K |
| SteelPeak Wealth, LLC | 0.02% | Add +1.3% | 3,620 | $441K |
| American Financial Advisors, LLC | 0.06% | Reduce -7.4% | 3,604 | $439K |
| Monetary Management Group Inc. | 0.12% | Add +4.3% | 3,600 | $439K |
| JNBA Financial Advisors | 0.05% | No change | 3,562 | $434K |
| Farther Finance Advisors, LLC | 0.02% | Add +35.2% | 3,600 | $434K |
| Choreo, LLC | 0.01% | New | 3,585 | $433K |
| Chilton Capital Management LLC | 0.02% | No change | 3,553 | $433K |
| Abbrea Capital, LLC | 0.06% | Reduce -3.9% | 3,557 | $433K |
| Bison Wealth, LLC | 0.07% | No change | 3,422 | $431K |
| American Institute for Advanced Investment Management, LLP | 0.33% | Add +3.7% | 3,532 | $430K |
| Berger Financial Group, Inc | 0.03% | No change | 3,520 | $429K |
| AdvisorNet Financial, Inc | 0.04% | No change | 3,518 | $429K |
| LFA - Lugano Financial Advisors SA | 0.32% | No change | 3,500 | $427K |
| XTX Topco Ltd | 0.04% | Add +97.0% | 3,498 | $426K |
| Cozad Asset Management Inc. | 0.04% | No change | 3,493 | $426K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 3,487 | $425K |
| Citizens Financial Group Inc. | 0.01% | New | 3,417 | $416K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +1.6% | 3,411 | $416K |
| USA Financial Formulas | 0.07% | Reduce -17.1% | 3,402 | $415K |
| Invst, LLC | 0.05% | Add +51.1% | 3,436 | $414K |
| Acropolis Investment Management, LLC | 0.03% | Add +2.6% | 3,387 | $413K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -2.0% | 3,362 | $410K |
| Mather Group, Llc. | 0.01% | Add +776.5% | 3,252 | $410K |
| NewEdge Wealth, LLC | 0.01% | New | 3,357 | $409K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -0.9% | 3,345 | $408K |
| Mission Wealth Management, LP | 0.01% | Add +41.5% | 3,335 | $406K |
| Equitable Trust Co. | 0.03% | No change | 3,322 | $405K |
| Debussy Capital Management LP | 0.12% | Add +3.4% | 3,313 | $404K |
| Archford Capital Strategies, LLC | 0.07% | No change | 3,297 | $402K |
| Strategic Advisors LLC | 0.08% | Add +0.9% | 3,250 | $396K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -1.6% | 3,242 | $395K |
| Howe & Rusling Inc. | 0.04% | Add +0.7% | 3,236 | $394K |
| Legacies Wealth LLC | 0.34% | No change | 3,229 | $394K |
| Allen Investment Management, LLC | 0.00% | No change | 3,202 | $390K |
| Allegheny Financial Group | 0.11% | New | 3,200 | $390K |
| Breakwater Capital Group | 0.09% | Reduce -1.5% | 3,196 | $389K |
| Orleans Capital Management Corp. | 0.25% | Reduce -0.4% | 3,186 | $388K |
| RPG Investment Advisory, LLC | 0.06% | Add +3.1% | 3,165 | $386K |
| PFG Investments, LLC | 0.03% | Add +0.3% | 3,164 | $386K |
| Clare Market Investments LLC | 0.11% | Reduce -11.8% | 3,161 | $385K |
| SVB Wealth LLC | 0.01% | Add +9.3% | 3,159 | $385K |
| IAM Advisory, LLC | 0.10% | Reduce -31.6% | 3,151 | $384K |
| Creegan & Nassoura Financial Group, LLC | 0.26% | Reduce -0.8% | 3,150 | $384K |
| Gsa Capital Partners LLP | 0.03% | New | 3,135 | $382K |
| BLB&B Advisors, LLC | 0.02% | Add +0.0% | 3,128 | $381K |
| Bragg Financial Advisors, Inc | 0.02% | Add +5.0% | 3,128 | $381K |
| Guardian Asset Advisors, LLC | 0.28% | Add +3.6% | 3,124 | $381K |
| Davis R M Inc. | 0.01% | New | 3,119 | $380K |
| WMS Partners, LLC | 0.02% | No change | 3,106 | $379K |
| Wulff, Hansen & Co. | 0.37% | No change | 3,105 | $378K |
| WP Advisors, LLC | 0.12% | Reduce -5.2% | 3,101 | $378K |
| LifePro Asset Management | 0.27% | Reduce -8.1% | 3,071 | $374K |
| Bailard, Inc. | 0.01% | Add +0.5% | 3,062 | $373K |
| TD Private Client Wealth LLC | 0.01% | Reduce -25.6% | 3,032 | $370K |
| Beacon Bridge Wealth Partners, LLC | 0.17% | Add +27.0% | 3,028 | $369K |
| Gilman Hill Asset Management, LLC | 0.07% | No change | 3,025 | $369K |
| Pitcairn Co. | 0.02% | No change | 3,025 | $369K |
| Northstar Group, Inc. | 0.07% | No change | 2,999 | $365K |
| Provenance Wealth Advisors, LLC | 0.05% | No change | 2,982 | $363K |
| MBA Advisors LLC | 0.19% | No change | 2,979 | $363K |
| Visionary Wealth Advisors | 0.02% | Reduce -3.8% | 2,979 | $363K |
| MWA Asset Management | 0.26% | Reduce -1.0% | 2,956 | $360K |
| Livelsberger Financial Advisory | 5.37% | New | 2,955 | $360K |
| Goelzer Investment Management, Inc. | 0.02% | Reduce -1.4% | 2,924 | $356K |
| Washington Trust Bank | 0.04% | No change | 2,900 | $353K |
| Seelaus Asset Management LLC | 0.37% | No change | 2,895 | $353K |
| Monograph Wealth Advisors, LLC | 0.05% | No change | 2,887 | $352K |
| Haverford Trust Co | 0.00% | Reduce -4.1% | 2,868 | $350K |
| CRA Financial Services, LLC | 0.07% | Reduce -8.3% | 2,866 | $349K |
| Moller Wealth Partners | 0.09% | New | 2,860 | $349K |
| Tyler-Stone Wealth Management | 0.14% | Reduce -1.1% | 2,857 | $348K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -11.7% | 2,849 | $348K |
| Cypress Capital Group | 0.04% | Reduce -9.2% | 2,831 | $345K |
| HBK Sorce Advisory LLC | 0.01% | No change | 2,828 | $345K |
| Seven Springs Wealth Group, LLC | 0.14% | No change | 2,826 | $344K |
| Meridian Financial Advisors, LLC | 0.25% | No change | 2,800 | $341K |
| One Day In July LLC | 0.04% | Reduce -1.4% | 2,792 | $340K |
| Tennessee Valley Asset Management Partners | 0.06% | New | 2,791 | $340K |
| Waterloo Capital, L.P. | 0.04% | Reduce -4.2% | 2,791 | $340K |
| Brighton Jones LLC | 0.01% | Add +66.5% | 2,781 | $339K |
| Arista Wealth Management, LLC | 0.09% | New | 2,777 | $338K |
| B.O.S.S. Retirement Advisors, LLC | 0.09% | Add +11.8% | 2,768 | $337K |
| American National Bank & Trust | 0.04% | Add +2.7% | 2,757 | $336K |
| Procyon Advisors, LLC | 0.02% | Add +4.4% | 2,719 | $331K |
| Acorn Financial Advisory Services Inc. | 0.06% | Add +15.5% | 2,716 | $331K |
| Ritholtz Wealth Management | 0.01% | Add +9.7% | 2,715 | $331K |
| Invictus Private Wealth, LLC | 0.03% | Reduce -6.4% | 2,710 | $330K |
| Garden State Investment Advisory Services LLC | 0.11% | New | 2,696 | $329K |
| Black Diamond Financial, LLC | 0.06% | New | 2,676 | $326K |
| Nvwm, LLC | 0.09% | No change | 2,675 | $326K |
| Flagstar Securities, Inc. | 0.09% | Reduce -0.5% | 2,669 | $325K |
| Delta Investment Management, LLC | 0.07% | Add +1.2% | 2,659 | $324K |
| Destiny Wealth Partners, LLC | 0.06% | Reduce -7.1% | 2,658 | $324K |
| Councilmark Asset Management, LLC | 0.23% | No change | 2,650 | $323K |
| Concorde Asset Management, LLC | 0.20% | New | 2,649 | $323K |
| Eagle Ridge Investment Management | 0.03% | Reduce -2.3% | 2,647 | $323K |
| Auxano Advisors, LLC | 0.09% | No change | 2,636 | $321K |
| GYL Financial Synergies, LLC | 0.02% | No change | 2,608 | $318K |
| Fingerlakes Wealth Management, Inc. | 0.28% | Add +0.3% | 2,600 | $317K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -58.3% | 2,583 | $315K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +13.5% | 2,579 | $314K |
| KMG Fiduciary Partners, LLC | 0.03% | No change | 2,568 | $313K |
| Americana Partners, LLC | 0.02% | Reduce -0.5% | 2,546 | $310K |
| Swmg, LLC | 0.14% | Add +9.2% | 2,546 | $310K |
| Rwa Wealth Partners, LLC | 0.00% | Add +25.0% | 2,537 | $309K |
| Carson Advisory Inc. | 0.22% | Reduce -0.8% | 2,526 | $308K |
| Valmark Advisers, Inc. | 0.01% | New | 2,526 | $308K |
| Ifrah Financial Services, Inc. | 0.09% | Reduce -2.8% | 2,508 | $306K |
| Polymer Capital Management (HK) LTD | 0.06% | New | 2,500 | $305K |
| KG Capital Management | 0.10% | Reduce -8.4% | 2,492 | $304K |
| Private Management Group Inc. | 0.01% | No change | 2,489 | $303K |
| Hazlett, Burt & Watson, Inc. | 0.16% | No change | 2,488 | $303K |
| Mma Asset Management LLC | 0.14% | Reduce -72.7% | 2,485 | $303K |
| Financial Management Network Inc. | 0.07% | Add +0.1% | 2,498 | $303K |
| Prosperity Consulting Group, LLC | 0.04% | Add +27.7% | 2,480 | $302K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -3.4% | 2,462 | $302K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +30.4% | 2,453 | $299K |
| Sebold Capital Management, Inc. | 0.20% | Reduce -0.5% | 2,436 | $297K |
| tru Independence LLC | 0.09% | Add +0.3% | 2,431 | $296K |
| First United Bank & Trust | 0.11% | Reduce -1.6% | 2,422 | $295K |
| Relative Value Partners Group, LLC | 0.04% | New | 2,410 | $294K |
| Lake Street Private Wealth, LLC | 0.04% | Reduce -0.7% | 2,410 | $294K |
| Adirondack Trust Co. | 0.12% | Add +33.5% | 2,407 | $293K |
| Montecito Bank & Trust | 0.06% | Reduce -3.0% | 2,390 | $291K |
| Peoples Bank | 0.23% | Reduce -6.0% | 2,379 | $290K |
| Verum Partners LLC | 0.09% | Reduce -12.9% | 2,359 | $288K |
| Symphony Financial Services, Inc. | 0.25% | — | 2,369 | $287K |
| Sollinda Capital Management LLC | 0.09% | New | 2,355 | $287K |
| Zacks Investment Management | 0.00% | New | 2,346 | $286K |
| BlackDiamond Wealth Management, LLC | 0.19% | Reduce -0.7% | 2,287 | $284K |
| Simon Quick Advisors, LLC | 0.02% | Add +0.1% | 2,331 | $284K |
| Titleist Asset Management, LLC | 0.04% | Add +7.1% | 2,330 | $284K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -10.1% | 2,317 | $282K |
| Aries Wealth Management | 0.09% | Reduce -15.9% | 2,316 | $282K |
| Sterling Investment Management, LLC | 0.21% | Reduce -2.6% | 2,315 | $282K |
| Legacy Edge Advisors, LLC | 0.05% | Reduce -5.0% | 2,311 | $282K |
| Keel Point, LLC | 0.03% | Add +12.1% | 2,246 | $281K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Reduce -13.6% | 2,300 | $280K |
| Oxler Private Wealth LLC | 0.10% | Add +0.3% | 2,300 | $280K |
| Summit X, LLC | 0.06% | Add +9.9% | 2,283 | $279K |
| Bridge Advisory, LLC | 0.14% | Add +0.3% | 2,284 | $278K |
| OneAscent Wealth Management LLC | 0.14% | Reduce -62.9% | 2,284 | $278K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -3.6% | 2,274 | $277K |
| Dearborn Partners LLC | 0.01% | Add +2.3% | 2,265 | $276K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Add +13.4% | 2,269 | $276K |
| Centennial Bank | 0.13% | Reduce -1.8% | 2,250 | $274K |
| TrueWealth Advisors, LLC | 0.10% | Reduce -20.4% | 2,247 | $274K |
| Legacy PCG, LLC | 0.17% | No change | 2,240 | $273K |
| Savant Capital, LLC | 0.00% | Reduce -8.8% | 2,238 | $273K |
| Core Wealth Partners LLC | 0.19% | Add +0.3% | 2,235 | $272K |
| Smith, Moore & Co. | 0.03% | Reduce -1.3% | 2,235 | $272K |
| Balboa Wealth Partners | 0.07% | New | 2,233 | $272K |
| Cornerstone Capital, Inc. | 0.03% | Reduce -55.3% | 2,230 | $272K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -0.8% | 2,227 | $271K |
| Cavalier Investments, LLC | 0.08% | Add +2.9% | 2,192 | $267K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.3% | 2,112 | $267K |
| Iams Wealth Management, LLC | 0.15% | Add +6.0% | 2,191 | $267K |
| Waldron Private Wealth LLC | 0.01% | No change | 2,183 | $266K |
| TruWealth Advisors, LLC | 0.02% | Add +0.1% | 2,181 | $266K |
| Evergreen Capital Management LLC | 0.01% | Add +2.5% | 2,176 | $265K |
| Strategy Asset Managers LLC | 0.06% | Reduce -0.5% | 2,451 | $263K |
| Talisman Wealth Advisors LLC | 0.30% | Reduce -2.6% | 2,152 | $262K |
| Inspire Advisors, LLC | 0.03% | New | 2,149 | $262K |
| ABLE Financial Group, LLC | 0.09% | New | 2,143 | $261K |
| Verity & Verity, LLC | 0.03% | Reduce -21.1% | 2,139 | $261K |
| Marcum Wealth, LLC | 0.03% | Reduce -10.4% | 2,139 | $261K |
| HUB Investment Partners, LLC | 0.01% | No change | 2,127 | $259K |
| Park National Corp. | 0.01% | No change | 2,126 | $259K |
| Financial Partners Group, Inc | 0.04% | New | 2,125 | $259K |
| German American Bancorp, Inc. | 0.03% | Reduce -39.4% | 2,116 | $258K |
| Stonebrook Private Inc. | 0.07% | New | 2,115 | $258K |
| Hudock, Inc. | 0.05% | Add +0.3% | 2,112 | $257K |
| Optimum Investment Advisors | 0.11% | Reduce -19.2% | 2,100 | $256K |
| EWG Elevate Inc. | 0.09% | No change | 2,093 | $255K |
| International Assets Investment Management, LLC | 0.02% | Reduce -19.4% | 2,088 | $254K |
| Betterment LLC | 0.00% | Add +2.5% | 2,081 | $254K |
| Fielder Capital Group LLC | 0.10% | No change | 2,062 | $251K |
| Rollins Financial Advisors, LLC | 0.04% | Add +1.3% | 2,050 | $250K |
| Peak Financial Management, Inc. | 0.08% | No change | 2,050 | $250K |
| SageView Advisory Group, LLC | 0.02% | Reduce -40.9% | 2,047 | $249K |
| Family Firm, Inc. | 0.06% | Add +0.3% | 2,030 | $247K |
| Stone Summit Wealth LLC | 0.09% | Reduce -4.6% | 2,028 | $247K |
| Baldwin Investment Management, LLC | 0.03% | No change | 2,020 | $246K |
| Stack Financial Management, Inc | 0.02% | Reduce -7.9% | 2,018 | $246K |
| UMB Bank, n.a. | 0.00% | Add +30.5% | 2,014 | $245K |
| JPL Wealth Management, LLC | 0.12% | Reduce -13.7% | 2,010 | $245K |
| Ascent Group, LLC | 0.02% | Add +1.1% | 2,003 | $244K |
| Provident Wealth Management, LLC | 0.09% | New | 2,000 | $244K |
| Motco | 0.01% | No change | 1,999 | $244K |
| NFSG Corp | 0.09% | Reduce -13.4% | 1,991 | $243K |
| Horizon Wealth Management, LLC | 0.06% | Add +5.8% | 1,986 | $242K |
| Chatham Capital Group, Inc. | 0.04% | No change | 1,985 | $242K |
| Greenleaf Trust | 0.00% | Reduce -4.1% | 1,979 | $241K |
| American State Bank (Iowa) | 0.15% | No change | 1,976 | $241K |
| Montag & Caldwell, LLC | 0.05% | Add +0.9% | 1,972 | $240K |
| Coldstream Capital Management Inc. | 0.01% | Add +17.4% | 1,966 | $240K |
| Whitener Capital Management, Inc. | 0.07% | Add +13.2% | 1,941 | $237K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -1.6% | 1,907 | $235K |
| Narwhal Capital Management | 0.02% | No change | 1,925 | $235K |
| Vontobel Holding Ltd. | 0.00% | Reduce -30.8% | 1,922 | $234K |
| Spirepoint Private Client, LLC | 0.03% | No change | 1,906 | $232K |
| Tiemann Investment Advisors, LLC | 0.10% | No change | 1,900 | $232K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -38.3% | 1,882 | $229K |
| BSW Wealth Partners | 0.04% | No change | 1,882 | $229K |
| Straight Path Wealth Management | 0.12% | Add +5.3% | 1,881 | $229K |
| Novak & Powell Financial Services, Inc. | 0.14% | Add +0.3% | 1,878 | $229K |
| Sage Capital Management, LLC | 0.12% | Add +0.4% | 1,874 | $228K |
| Clearstead Advisors, LLC | 0.00% | Add +11.6% | 1,871 | $228K |
| Journey Strategic Wealth LLC | 0.01% | New | 1,869 | $228K |
| Weatherly Asset Management L. P. | 0.02% | Reduce -0.5% | 1,865 | $227K |
| Centennial Wealth Advisory LLC | 0.10% | New | 1,857 | $226K |
| Mission Creek Capital Partners, Inc. | 0.06% | Add +0.2% | 1,849 | $225K |
| WealthTrust Axiom LLC | 0.07% | No change | 1,841 | $224K |
| Canopy Partners, LLC | 0.10% | No change | 1,841 | $224K |
| Penobscot Investment Management Company, Inc. | 0.02% | New | 1,840 | $224K |
| Tandem Capital Management Corp. | 0.12% | Add +7.6% | 1,840 | $223K |
| Banco Santander, S.A. | 0.00% | New | 1,830 | $223K |
| AlphaStar Capital Management, LLC | 0.02% | Reduce -98.9% | 1,829 | $223K |
| TNF LLC | 0.08% | Reduce -3.0% | 1,808 | $223K |
| Central Bank & Trust Co. | 0.03% | Add +629.6% | 1,824 | $222K |
| Wagner Wealth Management, LLC | 0.07% | Add +9.9% | 1,814 | $221K |
| Tudor Investment Corporation | 0.00% | New | 1,809 | $220K |
| HM Payson & Co. | 0.00% | Add +2.2% | 1,808 | $220K |
| Obsidian Cio, LLC | 0.05% | Add +2.8% | 1,808 | $220K |
| Gallacher Capital Management LLC | 0.12% | Reduce -4.0% | 1,807 | $220K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,794 | $219K |
| Forum Financial Management, LP | 0.00% | New | 1,788 | $218K |
| Paragon Financial Partners, Inc. | 0.17% | Add +0.2% | 1,783 | $217K |
| Source Financial Advisors LLC | 0.07% | Reduce -3.5% | 1,760 | $214K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 1,760 | $214K |
| Delta Financial Group, Inc. | 0.09% | New | 1,760 | $214K |
| Financial Freedom, LLC | 0.12% | No change | 1,756 | $214K |
| Hyman Charles D | 0.01% | No change | 1,743 | $212K |
| Front Row Advisors LLC | 0.07% | No change | 1,730 | $211K |
| Means Investment Co., Inc. | 0.03% | Add +0.1% | 1,728 | $211K |
| Avantax Planning Partners, Inc. | 0.01% | Add +2.2% | 1,728 | $211K |
| Stolper Co | 0.07% | Reduce -2.8% | 1,722 | $210K |
| Sequent Planning LLC | 0.07% | Reduce -0.9% | 1,737 | $209K |
| Synergy Financial Group, LTD | 0.22% | No change | 1,715 | $209K |
| Quadcap Wealth Management, LLC | 0.04% | New | 1,712 | $209K |
| Bristlecone Advisors, LLC | 0.02% | New | 1,711 | $209K |
| Integral Investment Advisors, Inc. | 0.08% | New | 1,705 | $208K |
| Investment Partners Asset Management, Inc. | 0.19% | No change | 1,704 | $208K |
| Wetzel Investment Advisors, Inc. | 0.12% | No change | 1,648 | $208K |
| Gray Wealth Management Inc. | 0.09% | Add +0.1% | 1,702 | $207K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -20.9% | 1,698 | $207K |
| SevenBridge Financial Group, LLC | 0.05% | No change | 1,682 | $205K |
| Lifeworks Advisors, LLC | 0.06% | New | 1,682 | $205K |
| Arlington Capital Management, Inc. | 0.18% | New | 1,679 | $205K |
| Prostatis Group LLC | 0.07% | Reduce -4.1% | 1,671 | $204K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,665 | $203K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 1,664 | $203K |
| Chapin Davis, Inc. | 0.07% | No change | 1,663 | $203K |
| Garrison Point Advisors, LLC | 0.13% | New | 1,650 | $201K |
| Mattern Wealth Management LLC | 0.05% | No change | 1,650 | $201K |
| Valicenti Advisory Services Inc. | 0.05% | Reduce -2.9% | 1,650 | $201K |
| Members Wealth LLC | 0.13% | — | 1,350 | $201K |
| Prio Wealth Limited Partnership | 0.01% | No change | 1,645 | $200K |
| FinTrust Capital Advisors, LLC | 0.04% | Add +3.0% | 1,607 | $196K |
| Turtle Creek Wealth Advisors, LLC | 0.04% | No change | 1,594 | $194K |
| Caldwell Trust Co | 0.02% | Reduce -19.3% | 1,594 | $194K |
| Blue Bell Private Wealth Management, LLC | 0.04% | Reduce -4.2% | 1,563 | $190K |
| Lanark Financial, Inc. | 0.02% | Reduce -7.8% | 1,529 | $186K |
| Parkside Financial Bank & Trust | 0.03% | Reduce -42.7% | 1,520 | $185K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +0.1% | 1,486 | $181K |
| Carmichael Hill & Associates, Inc. | 0.07% | Add +0.1% | 1,437 | $175K |
| SYM FINANCIAL Corp | 0.03% | No change | 1,426 | $174K |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0.02% | No change | 1,400 | $171K |
| Ancora Advisors LLC | 0.00% | No change | 1,350 | $165K |
| Missouri Trust & Investment Co | 0.06% | No change | 1,343 | $164K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -44.9% | 1,343 | $164K |
| Signaturefd, LLC | 0.00% | Add +0.1% | 1,333 | $162K |
| Dagco, Inc. | 0.07% | No change | 1,327 | $162K |
| Hollencrest Capital Management | 0.01% | Reduce -13.2% | 1,307 | $159K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 1,273 | $155K |
| Avion Wealth | 0.04% | Add +15.0% | 1,273 | $155K |
| Byrne Asset Management LLC | 0.13% | Reduce -0.2% | 1,237 | $151K |
| Paladin Advisory Group, LLC | 0.12% | No change | 1,246 | $150K |
| Vestor Capital, LLC | 0.01% | No change | 1,200 | $146K |
| Raffa Wealth Management, LLC | 0.04% | No change | 1,191 | $145K |
| Wellington Shields Capital Management, LLC | 0.03% | No change | 1,184 | $144K |
| Y.D. More Investments Ltd | 0.01% | Reduce -14.5% | 1,181 | $144K |
| United Community Bank | 0.06% | No change | 1,171 | $143K |
| SouthState Bank Corp | 0.01% | Reduce -3.6% | 1,146 | $140K |
| Picton Mahoney Asset Management | 0.01% | Reduce -21.4% | 1,100 | $134K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | New | 1,088 | $133K |
| CVA Family Office, LLC | 0.02% | No change | 1,050 | $128K |
| Bangor Savings Bank | 0.01% | Add +149.5% | 1,043 | $127K |
| Community Bank, N.A. | 0.02% | No change | 1,040 | $127K |
| West Oak Capital, LLC | 0.05% | No change | 1,035 | $126K |
| Global Trust Asset Management, LLC | 0.05% | Add +28.6% | 1,035 | $126K |
| Delos Wealth Advisors, LLC | 0.12% | Reduce -18.6% | 1,034 | $126K |
| Transcendent Capital Group LLC | 0.07% | No change | 1,000 | $122K |
| Beacon Capital Management, LLC | 0.02% | Reduce -33.0% | 989 | $121K |
| Strategic Financial Concepts, LLC | 0.07% | Add +10182.1% | 505,777 | $120K |
| Grove Bank & Trust | 0.02% | New | 950 | $116K |
| PSI Advisors, LLC | 0.04% | Reduce -2.7% | 948 | $116K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -54.2% | 941 | $115K |
| Valley National Advisers Inc. | 0.02% | No change | 922 | $112K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -9.6% | 919 | $112K |
| Aspire Private Capital, LLC | 0.03% | No change | 903 | $110K |
| Marathon Trading Investment Management LLC | 0.03% | New | 900 | $110K |
| Resources Management Corp. /CT/ | 0.02% | No change | 892 | $109K |
| MilWealth Group LLC | 0.03% | No change | 869 | $106K |
| LRI Investments, LLC | 0.01% | Add +3.3% | 859 | $105K |
| City Holding Co. | 0.02% | No change | 859 | $105K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -39.3% | 837 | $102K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +5.8% | 808 | $98K |
| Ameliora Wealth Management Ltd. | 0.04% | No change | 800 | $97K |
| Westside Investment Management, Inc. | 0.02% | No change | 793 | $97K |
| Park Place Capital Corp | 0.03% | Reduce -46.2% | 771 | $94K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 764 | $93K |
| Franklin Resources Inc. | 0.00% | Add +154.1% | 752 | $92K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +0.1% | 728 | $89K |
| MCF Advisors LLC | 0.01% | Add +0.1% | 714 | $87K |
| Covestor Ltd | 0.06% | Reduce -1.8% | 720 | $87K |
| Bollard Group LLC | 0.00% | Add +0.1% | 711 | $87K |
| Caitlin John, LLC | 0.06% | Add +29.0% | 711 | $87K |
| Wellington Shields & Co., LLC | 0.03% | Add +0.1% | 693 | $84K |
| Continuum Advisory, LLC | 0.01% | Reduce -52.9% | 681 | $83K |
| Atticus Wealth Management, LLC | 0.03% | Reduce -66.2% | 660 | $80K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 655 | $80K |
| Indiana Trust & Investment Management Co | 0.03% | Reduce -16.5% | 631 | $77K |
| Tradewinds Capital Management, LLC | 0.02% | Reduce -2.5% | 629 | $77K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 610 | $74K |
| New Republic Capital, LLC | 0.04% | Add +23.5% | 609 | $74K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -97.1% | 5,659 | $74K |
| Manchester Capital Management LLC | 0.01% | Add +161.7% | 602 | $73K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 593 | $72K |
| TCTC Holdings, LLC | 0.00% | New | 591 | $72K |
| Horrell Capital Management, Inc. | 0.02% | No change | 571 | $70K |
| Pacific Center for Financial Services | 0.02% | No change | 573 | $70K |
| Arax Advisory Partners | 0.01% | Reduce -20.0% | 537 | $65K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 536 | $65K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 535 | $65K |
| Union Savings Bank | 0.03% | No change | 534 | $65K |
| Hantz Financial Services, Inc. | 0.00% | Add +112.5% | 527 | $64K |
| Salem Investment Counselors Inc. | 0.00% | No change | 500 | $61K |
| Tidemark, LLC | 0.03% | Reduce -39.5% | 483 | $59K |
| Quadrant Capital Group LLC | 0.00% | Add +11.7% | 478 | $58K |
| Silver Oak Securities, Incorporated | 0.01% | New | 473 | $58K |
| WestEnd Advisors, LLC | 0.00% | Reduce -17.1% | 470 | $57K |
| Bank of New Hampshire | 0.01% | No change | 463 | $56K |
| Bell Investment Advisors, Inc | 0.01% | No change | 463 | $56K |
| Coppell Advisory Solutions LLC | 0.01% | — | 454 | $55K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 430 | $52K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | New | 424 | $52K |
| Tortoise Investment Management, LLC | 0.01% | Add +430.4% | 419 | $51K |
| Strengthening Families & Communities, LLC | 0.01% | Add +0.5% | 411 | $50K |
| Old Second National Bank of Aurora | 0.01% | No change | 400 | $49K |
| Register Financial Advisors LLC | 0.02% | Reduce -76.4% | 399 | $49K |
| Tompkins Financial Corp. | 0.01% | No change | 392 | $48K |
| Anchor Investment Management, LLC | 0.00% | No change | 388 | $47K |
| Armor Investment Advisors, LLC | 0.02% | No change | 381 | $46K |
| Independence Bank of Kentucky | 0.01% | Add +36.2% | 376 | $46K |
| St Germain D J Co. Inc. | 0.00% | No change | 374 | $46K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -88.3% | 366 | $45K |
| DT Investment Partners, LLC | 0.00% | New | 356 | $43K |
| Sage Mountain Advisors LLC | 0.00% | Add +48.5% | 352 | $43K |
| Peoples Financial Services Corp. | 0.02% | Reduce -2.5% | 349 | $43K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 333 | $41K |
| Versant Capital Management, Inc | 0.01% | New | 330 | $40K |
| Archer Investment Corp | 0.01% | Add +0.3% | 329 | $40K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.3% | 328 | $40K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.3% | 318 | $39K |
| Operose Advisors LLC | 0.01% | No change | 306 | $37K |
| Cedar Wealth Management, LLC | 0.01% | No change | 300 | $37K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 300 | $37K |
| Private Ocean, LLC | 0.00% | No change | 289 | $35K |
| Bessemer Group Inc. | 0.00% | Reduce -48.5% | 282 | $34K |
| Weaver Capital Management LLC | 0.01% | No change | 277 | $34K |
| Davis Capital Management | 0.03% | Reduce -5.4% | 279 | $34K |
| Pathway Financial Advisers, LLC | 0.01% | Add +0.4% | 260 | $32K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 257 | $31K |
| DecisionPoint Financial, LLC | 0.01% | No change | 243 | $31K |
| Emfo, LLC | 0.03% | No change | 250 | $30K |
| Legacy Bridge, LLC | 0.02% | No change | 250 | $30K |
| Rothschild Investment LLC | 0.00% | Add +0.4% | 245 | $30K |
| Sound Income Strategies, LLC | 0.00% | No change | 235 | $29K |
| Clear Point Advisors Inc. | 0.02% | Add +0.4% | 227 | $28K |
| Highline Wealth Partners LLC | 0.01% | Reduce -41.4% | 225 | $27K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -48.5% | 204 | $25K |
| Crewe Advisors LLC | 0.00% | Add +46.7% | 198 | $24K |
| Acima Private Wealth, LLC | 0.01% | No change | 196 | $24K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 194 | $24K |
| Bellevue Asset Management, LLC | 0.01% | No change | 192 | $23K |
| Key Financial Inc | 0.01% | No change | 192 | $23K |
| Gradient Investments LLC | 0.00% | Reduce -11.1% | 192 | $23K |
| McIlrath & Eck, LLC | 0.00% | Reduce -6.0% | 189 | $23K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -89.2% | 189 | $23K |
| Founders Capital Management | 0.01% | Add +14.2% | 185 | $23K |
| LGT Financial Advisors LLC | 0.04% | Reduce -83.5% | 175 | $21K |
| Winch Advisory Services, LLC | 0.01% | No change | 166 | $20K |
| Center for Financial Planning, Inc. | 0.00% | No change | 165 | $20K |
| Ashton Thomas Securities, LLC | 0.00% | — | 165 | $20K |
| Blue Trust, Inc. | 0.00% | No change | 148 | $19K |
| Luken Investment Analytics, LLC | 0.01% | No change | 150 | $18K |
| Cypress Capital, LLC | 0.01% | New | 150 | $18K |
| Colonial Trust Co / SC | 0.00% | No change | 150 | $18K |
| Pacifica Partners Inc. | 0.01% | Reduce -9.1% | 150 | $18K |
| Triad Wealth Partners, LLC | 0.01% | New | 148 | $18K |
| POM Investment Strategies, LLC | 0.01% | Add +151.7% | 146 | $18K |
| Frazier Financial Advisors, LLC | 0.01% | Add +8.4% | 142 | $17K |
| Flputnam Investment Management Co. | 0.00% | New | 142 | $17K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 141 | $17K |
| Steph & Co. | 0.01% | No change | 139 | $17K |
| GAMMA Investing LLC | 0.00% | No change | 135 | $16K |
| WR Wealth Planners, LLC | 0.00% | Reduce -26.1% | 133 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +77.3% | 133 | $16K |
| Costello Asset Management, INC | 0.01% | No change | 130 | $16K |
| Hartford Financial Management Inc. | 0.00% | Reduce -28.0% | 126 | $15K |
| Citizens National Bank Trust Department | 0.00% | No change | 125 | $15K |
| Man Group plc | 0.00% | Reduce -99.5% | 124 | $15K |
| Capital Analysts, LLC | 0.00% | New | 125 | $15K |
| Element Wealth, LLC | 0.01% | New | 120 | $15K |
| Great Lakes Retirement, Inc. | 0.00% | New | 116 | $14K |
| MTM Investment Management, LLC | 0.01% | Reduce -29.0% | 115 | $14K |
| Creekmur Asset Management LLC | 0.00% | Reduce -28.2% | 112 | $14K |
| SRH Advisors, LLC | 0.00% | Add +10.0% | 110 | $13K |
| Investors Research Corp | 0.00% | Add +170.0% | 108 | $13K |
| Piscataqua Savings Bank | 0.01% | No change | 106 | $13K |
| Lynx Investment Advisory | 0.01% | — | 106 | $13K |
| Concord Wealth Partners | 0.00% | No change | 105 | $13K |
| Friedenthal Financial | 0.01% | Reduce -4.6% | 104 | $13K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -71.7% | 104 | $13K |
| JDM Financial Group LLC | 0.01% | No change | 100 | $12K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 100 | $12K |
| Lowe Wealth Advisors, LLC | 0.01% | Reduce -50.0% | 100 | $12K |
| Biltmore Family Office, LLC | 0.00% | No change | 100 | $12K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 95 | $12K |
| First PREMIER Bank | 0.00% | Reduce -6.2% | 91 | $11K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 85 | $10K |
| Abound Wealth Management | 0.00% | Reduce -58.4% | 79 | $10K |
| Oakworth Capital, Inc. | 0.00% | No change | 78 | $10K |
| PFS Partners, LLC | 0.01% | No change | 74 | $9K |
| Smithfield Trust Co | 0.00% | No change | 71 | $9K |
| Annapolis Financial Services, LLC | 0.00% | No change | 73 | $9K |
| ORG Partners LLC | 0.00% | New | 72 | $9K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 70 | $9K |
| REAP Financial Group, LLC | 0.00% | Reduce -2.8% | 69 | $8K |
| Arvest Investments, Inc. | 0.00% | No change | 63 | $8K |
| Northwest Capital Management Inc | 0.00% | No change | 61 | $7K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 57 | $7K |
| Eukles Asset Management | 0.00% | No change | 54 | $7K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 50 | $6K |
| Baldwin Wealth Partners LLC | 0.00% | New | 50 | $6K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 48 | $6K |
| SJS Investment Consulting Inc. | 0.00% | No change | 46 | $6K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 40 | $5K |
| Hobbs Group Advisors, LLC | 0.00% | — | 40 | $5K |
| Advanced Asset Management Advisors Inc | 0.00% | No change | 37 | $5K |
| Main Street Group, LTD | 0.00% | No change | 36 | $4K |
| Coston, McIsaac & Partners | 0.00% | No change | 39 | $4K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -77.4% | 28 | $3K |
| City State Bank | 0.00% | Reduce -50.0% | 28 | $3K |
| Abich Financial Wealth Management LLC | 0.00% | New | 27 | $3K |
| Logan Capital Management Inc. | 0.00% | No change | 25 | $3K |
| Castleview Partners, LLC | 0.00% | No change | 25 | $3K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 25 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 24 | $3K |
| TruNorth Capital Management, LLC | 0.00% | New | 22 | $3K |
| Red Tortoise LLC | 0.00% | No change | 19 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 19 | $2K |
| Dogwood Wealth Management LLC | 0.00% | New | 18 | $2K |
| Russell Investments Group, Ltd. | 0.00% | New | 17 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -87.4% | 15 | $2K |
| M&R Capital Management Inc. | 0.00% | No change | 12 | $1K |
| Macroview Investment Management LLC | 0.00% | Add +9.1% | 12 | $1K |
| Rakuten Securities, Inc. | 0.00% | New | 10 | $1K |
| Thompson Investment Management, Inc. | 0.00% | No change | 10 | $1K |
| Daiwa Securities Group Inc. | 0.00% | New | 10 | $1K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 5 | $610 |
| CGC Financial Services, LLC | 0.00% | No change | 5 | $609 |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 3 | $366 |
| Toronto Dominion Bank | 0.00% | Reduce -97.8% | 2 | $244 |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -100.0% | 1 | $122 |
| Parallax Volatility Advisers, L.P. | 0.00% | Reduce -100.0% | 1 | $122 |
| McClarren Financial Advisors, Inc. | 0.00% | Add +57.1% | 121 | $9 |
"% of holder's portfolio" is XLI's weight in each manager's 13F, not the share of SS Industrial Select Sector the manager owns.