SS Industrial Select SectorXLIETF

13F holders, Q3 2024 (September 30)
1,265holders +39
111new positions
70sold out
8famous investors
$135.40avg. 13F price*

At the end of Q3 2024, 1,265 institutions reported holding SS Industrial Select Sector (XLI) in their 13F filings, up 39 from Q2 2024. 111 opened new positions and 70 sold out. The largest holders were Bank of America Corp. ($2.4B), Morgan Stanley ($1.2B) and JPMorgan Chase & Co. ($959.6M). 8 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors'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 (Q3 2024)
CUSIP
81369Y704
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions111$389.2M
Exits70$402.9M

All 13F filers, Q2 2024 → Q3 2024: 8,021,864 shares bought and 24,300,909 shares sold, net −16,279,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,265 holders

Bank of America Corp. 0.21% Reduce -2.4% 17,590,199 $2.4B
Morgan Stanley 0.08% Add +0.7% 8,624,662 $1.2B
JPMorgan Chase & Co. 0.08% Reduce -10.7% 7,085,355 $959.6M
Goldman Sachs Group Inc. 0.17% Reduce -16.3% 6,433,413 $871.3M
Wells Fargo & Company 0.19% Reduce -2.1% 5,729,543 $776.0M
Citigroup Inc. 0.56% Reduce -19.9% 4,462,297 $604.4M
LPL Financial LLC 0.25% Add +0.0% 4,150,859 $562.2M
UBS Group AG 0.14% Reduce -21.6% 3,602,121 $487.9M
Ameriprise Financial Inc. 0.11% Add +4.1% 3,204,668 $434.1M
Natixis 2.35% Reduce -0.3% 2,850,000 $386.0M
Healthcare of Ontario Pension Plan Trust Fund 0.88% Reduce -46.5% 2,650,000 $358.9M
CHURCHILL MANAGEMENT Corp 3.86% Add +30.1% 2,486,467 $336.8M
Migdal Insurance & Financial Holdings Ltd. 4.40% Reduce -17.3% 2,008,700 $272.1M
Fisher Asset Management 0.11% Reduce -4.7% 1,991,923 $269.8M
Royal Bank of Canada 0.06% Add +13.0% 1,928,091 $261.1M
BNP Paribas Financial Markets 0.25% Reduce -68.8% 1,910,934 $258.8M
Barclays PLC 0.10% Add +20.3% 1,716,130 $232.4M
Envestnet Asset Management Inc. 0.07% Add +5.5% 1,688,435 $228.7M
ING Groep NV 1.22% Add +3.4% 1,551,093 $210.1M
Mirae Asset Securities (usa) Inc. 12.14% Reduce -16.2% 1,550,000 $209.9M
Harel Insurance Investments & Financial Services Ltd. 2.91% Add +33.3% 1,246,701 $168.9M
BlackRock, Inc. 0.00% — 1,167,298 $158.1M
Raymond James & Associates 0.09% Add +12.7% 1,135,013 $153.7M
TD Asset Management Inc 0.14% No change 1,137,100 $153.3M
Cibc World Market Inc. 0.34% Reduce -1.2% 1,120,360 $151.7M
Factory Mutual Insurance Co. 1.55% Add +27.6% 1,108,500 $150.1M
PGIM Custom Harvest LLC 2.72% Add +11.8% 990,784 $134.2M
Raymond James Financial Services Advisors, Inc. 0.15% Reduce -1.0% 855,872 $115.9M
Electron Capital Partners, LLC 5.53% New 849,000 $115.0M
Meitav Investment House Ltd. 1.91% Reduce -1.4% 841,852 $114.0M
Bank of Montreal 0.05% Reduce -53.0% 804,662 $108.5M
Capital Fund Management S.A. 1.07% Reduce -5.9% 710,219 $96.2M
Agf Management Ltd. 0.48% Reduce -4.8% 701,968 $95.1M
FIL Ltd 0.08% Add +26.9% 618,911 $83.8M
Commonwealth Equity Services, LLC 0.10% Add +0.3% 509,869 $69.1M
Wolverine Trading, LLC 1.80% Reduce -0.1% 510,914 $68.9M
Stifel Financial Corp. 0.07% Add +16.9% 485,860 $65.8M
RiverFront Investment Group, LLC 1.32% Add +87.2% 415,593 $56.3M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 4.67% No change 415,012 $56.2M
Osaic Holdings, Inc. 0.12% Add +1.2% 386,348 $52.3M
Citadel Advisors 0.05% Add +1544.4% 379,427 $51.4M
Cetera Investment Advisers 0.11% Reduce -2.4% 371,162 $50.3M
Truist Financial Corp. 0.08% Add +1.7% 368,864 $50.0M
MML Investors Services, LLC 0.18% Reduce -5.2% 368,562 $49.9M
J.Safra Asset Management Corp 4.71% Add +1.6% 367,839 $49.6M
Northern Trust Corp. 0.01% Add +0.7% 363,232 $49.2M
Trust Asset Management LLC 3.81% Reduce -0.8% 352,951 $47.8M
HighTower Advisors, LLC 0.07% Reduce -10.0% 352,356 $47.7M
Advisory Alpha, LLC 1.65% Add +4.6% 343,635 $46.5M
Private Advisor Group, LLC 0.28% Reduce -15.0% 329,727 $44.7M
Swan Global Investments, LLC 2.12% Reduce -10.1% 324,408 $43.9M
Cornerstone Advisors, LLC 1.72% Add +40.1% 321,900 $43.6M
PNC Financial Services Group, Inc. 0.03% Reduce -3.2% 314,113 $42.5M
Campbell Wealth Management 3.74% Add +1.4% 309,908 $42.0M
Rockefeller Capital Management L.P. 0.11% Add +4.2% 289,035 $39.1M
Jefferies Financial Group Inc. 0.66% Add +5.7% 279,466 $37.9M
Perbak Capital Partners LLP 26.19% Add +14.0% 275,527 $37.3M
Thrivent Financial for Lutherans 0.07% Add +72.2% 272,630 $36.9M
Alps Advisors Inc. 0.24% Add +2.1% 265,801 $36.0M
KCM Investment Advisors LLC 1.19% Add +0.6% 257,627 $34.9M
Itau Unibanco Holding S.A. 1.09% New 245,018 $33.2M
Mercer Global Advisors Inc. 0.08% Reduce -11.3% 243,693 $33.0M
CW Advisors, LLC 0.43% Reduce -3.9% 236,656 $32.1M
SG Americas Securities, LLC 0.12% Add +245.2% 233,202 $31.6M
Biltmore Wealth Management, LLC 12.87% Reduce -1.3% 231,312 $31.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.85% New 231,081 $31.3M
Full Sail Capital, LLC 1.99% Reduce -1.1% 229,771 $31.1M
Peapack Gladstone Financial Corp. 0.45% Reduce -0.2% 229,724 $31.1M
Country Trust Bank 0.74% Reduce -4.7% 223,045 $30.2M
Janney Montgomery Scott LLC 0.08% Add +17.8% 219,765 $29.8M
Mariner, LLC 0.05% Add +9.4% 218,079 $29.5M
US Bancorp \de 0.04% Reduce -3.1% 211,951 $28.7M
Greenwood Gearhart LLC 2.38% Add +11.7% 211,555 $28.7M
Lido Advisors, LLC 0.21% Reduce -3.1% 205,882 $27.9M
D. E. Shaw & Co. 0.04% Add +10.3% 198,573 $26.9M
Cwm, LLC 0.12% Reduce -5.5% 197,809 $26.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -84.0% 180,623 $24.5M
Squarepoint Ops LLC 0.08% New 176,912 $24.0M
Equitable Holdings, Inc. 0.23% Add +2.3% 174,325 $23.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 5.68% No change 166,882 $22.6M
New Harbor Financial Group, LLC 6.48% New 166,335 $22.5M
Taiyo Life Insurance Co. 1.77% Reduce -44.6% 164,900 $22.3M
Armstrong Advisory Group, Inc. 1.84% Reduce -24.9% 164,453 $22.3M
Spire Wealth Management 0.74% Reduce -9.6% 161,537 $21.9M
Mizuho Bank, Ltd. 4.27% No change 160,000 $21.7M
Bar Harbor Wealth Management 1.35% Add +0.3% 156,120 $21.1M
Sanctuary Advisors, LLC 0.13% Add +6.5% 146,491 $20.9M
Foundations Investment Advisors, LLC 0.43% Add +35.8% 152,428 $20.6M
Rothschild Capital Partners, LLC 5.65% Add +1.0% 149,641 $20.3M
DRW Securities, LLC 1.10% New 147,261 $19.9M
IHT Wealth Management, LLC 0.56% Add +49.0% 146,238 $19.8M
Cambridge Investment Research Advisors, Inc. 0.07% Add +10.2% 143,293 $19.4M
Trek Financial, LLC 1.42% Reduce -3.8% 140,215 $19.0M
Captrust Financial Advisors 0.05% Add +16.8% 134,850 $18.3M
RFG Advisory, LLC 0.55% Add +6.6% 134,404 $18.2M
Teamwork Financial Advisors, LLC 2.47% Reduce -2.0% 131,523 $17.8M
Graypoint LLC 1.14% Reduce -0.3% 131,317 $17.8M
Walleye Capital LLC 0.21% Reduce -42.0% 131,275 $17.8M
Renaissance Technologies 0.03% Add +86.6% 129,900 $17.6M
Parallax Volatility Advisers, L.P. 0.53% Add +12874500.0% 128,746 $17.4M
Nelson Capital Management, LLC 2.90% Add +2.4% 127,264 $17.2M
Cerity Partners LLC 0.04% Reduce -6.0% 126,719 $17.2M
Wharton Business Group, LLC 0.75% No change 122,863 $16.6M
Robertson Stephens Wealth Management, LLC 0.61% Add +152.9% 122,824 $16.6M
Corient Private Wealth LP 0.03% Reduce -5.3% 122,608 $16.6M
Gerber Kawasaki Wealth & Investment Management 0.74% Add +8.4% 118,008 $16.0M
Greenland Capital Management LP 2.90% New 117,574 $15.9M
Phoenix Financial Ltd. 0.23% Add +6.2% 116,164 $15.7M
State of Tennessee, Department of Treasury 0.06% New 115,650 $15.7M
Strategic Point Investment Advisors, LLC 2.56% Reduce -0.6% 114,463 $15.5M
FMR LLC 0.00% Add +11.6% 113,310 $15.3M
Bellwether Advisors, LLC 2.83% Reduce -31.2% 108,748 $14.7M
Park Avenue Securities LLC 0.17% Add +4.7% 108,616 $14.7M
Creative Planning 0.01% Add +2.0% 107,894 $14.6M
IMZ Advisory Inc 6.70% Reduce -6.0% 106,902 $14.5M
Concentric Capital Strategies, LP 0.89% New 104,507 $14.2M
Fifth Third Bancorp 0.05% Reduce -0.6% 103,345 $14.0M
MAI Capital Management 0.13% Reduce -2.2% 99,555 $13.5M
Onyx Bridge Wealth Group LLC 1.99% Add +2527.5% 97,400 $13.2M
Graham Capital Management, L.P. 0.70% New 96,000 $13.0M
Round Rock Advisors LLC 3.03% Add +0.4% 95,848 $13.0M
Capital Investment Advisors, LLC 0.27% Reduce -2.3% 95,830 $13.0M
Kestra Advisory Services, LLC 0.07% Add +0.6% 93,270 $12.6M
Krilogy Financial LLC 0.86% Add +9.2% 91,864 $12.4M
WCG Wealth Advisors LLC 0.83% Reduce -2.5% 90,713 $12.3M
Martin & Co. Inc. 2.89% Reduce -0.4% 90,649 $12.3M
Insight Wealth Strategies, LLC 1.55% Add +0.9% 86,630 $11.7M
B. Riley Wealth Advisors, Inc. 0.32% Reduce -4.7% 85,852 $11.6M
PFG Advisors 0.73% Add +1.4% 85,268 $11.5M
Chicago Wealth Management, Inc. 6.15% Add +1.3% 85,087 $11.5M
Comerica Bank 0.05% Add +2.2% 85,049 $11.5M
Jmac Enterprises LLC 1.81% Add +7.4% 83,718 $11.3M
Tradewinds Capital Management, LLC 3.02% Add +13165.2% 83,438 $11.3M
Forbes J M & Co. LLP 1.10% No change 83,416 $11.3M
Prudential PLC 0.06% Reduce -7.4% 82,930 $11.2M
Spectrum Wealth Counsel, LLC 1.32% Reduce -45.0% 82,812 $11.2M
Old National Bancorp 0.26% Reduce -6.8% 82,700 $11.2M
AE Wealth Management LLC 0.10% Add +13.3% 80,854 $11.0M
NTV Asset Management LLC 1.46% Add +1.4% 80,471 $10.9M
Qube Research & Technologies Ltd 0.02% Reduce -81.2% 80,051 $10.8M
Jane Street Group, LLC 0.02% Add +74.0% 79,836 $10.8M
WESPAC Advisors SoCal, LLC 2.47% Add +2.0% 78,874 $10.7M
WBH Advisory Inc. 1.01% Reduce -10.3% 78,466 $10.6M
Pathstone Holdings, LLC 0.05% Reduce -0.3% 77,731 $10.5M
Stillwater Capital Advisors, LLC 1.32% Add +13.2% 75,620 $10.2M
Chevy Chase Trust Holdings, LLC 0.03% Add +14.3% 74,867 $10.1M
Atlas Capital Advisors Inc. 1.53% Add +4.3% 73,594 $10.0M
Virtu Financial LLC 0.55% New 73,102 $9.9M
Summit Financial, LLC 0.38% Add +15.7% 71,925 $9.7M
Cresset Asset Management, LLC 0.04% Add +1.4% 71,759 $9.7M
Long Run Wealth Advisors, LLC 2.27% Add +1.8% 71,181 $9.6M
Dakota Wealth Management 0.21% Reduce -1.7% 69,905 $9.5M
Tritonpoint Wealth, LLC 0.86% Add +9.8% 70,008 $9.4M
Toth Financial Advisory Corp. 1.11% Add +2.8% 69,591 $9.4M
Integrated Wealth Concepts LLC 0.11% Add +2.6% 69,249 $9.4M
Tucker Asset Management LLC 2.15% Reduce -28.6% 68,307 $9.3M
Sequoia Financial Advisors, LLC 0.10% Reduce -10.9% 66,827 $9.1M
First Interstate Bank 0.54% Reduce -34.8% 65,899 $8.9M
Tamar Securities, LLC 1.25% Reduce -0.5% 65,494 $8.9M
Oppenheimer & Co. Inc. 0.13% Reduce -1.9% 64,566 $8.7M
Gladstone Institutional Advisory LLC 0.43% Add +53.5% 64,526 $8.7M
NewEdge Advisors, LLC 0.06% Add +12.3% 64,160 $8.7M
Ayalon Insurance Comp Ltd. 2.68% Reduce -0.2% 63,523 $8.6M
Avantax Advisory Services, Inc. 0.06% Reduce -30.4% 63,318 $8.6M
Estate Counselors, LLC 0.88% Reduce -0.1% 62,676 $8.5M
Columbia Advisory Partners LLC 7.99% Reduce -6.6% 62,287 $8.4M
Centaurus Financial, Inc. 0.53% Add +61.2% 61,684 $8.4M
Lodge Hill Capital, LLC 2.59% Add +3.9% 61,500 $8.3M
Sharper & Granite LLC 3.70% Add +1.6% 61,228 $8.3M
Busey Bank 0.27% Reduce -1.0% 60,636 $8.2M
Wealth Enhancement Advisory Services, LLC 0.02% Add +7.0% 60,178 $8.2M
Spinnaker Trust 0.50% Reduce -0.9% 59,362 $8.0M
Point72 Asset Management 0.03% Reduce -58.9% 58,808 $8.0M
CMH Wealth Management LLC 1.86% Add +0.5% 58,491 $7.9M
Opal Wealth Advisors, LLC 2.46% Add +2.3% 57,996 $7.9M
Chemung Canal Trust Co. 1.58% Reduce -18.0% 57,595 $7.8M
Premier Path Wealth Partners, LLC 1.22% Add +3.0% 57,269 $7.8M
Merit Financial Group, LLC 0.17% Add +3.5% 56,828 $7.7M
Salomon & Ludwin, LLC 0.78% Reduce -9.6% 56,469 $7.7M
Allspring Global Investments Holdings, LLC 0.01% Reduce -1.6% 55,957 $7.6M
Callan Capital, LLC 0.53% Reduce -2.5% 55,942 $7.6M
Carnegie Investment Counsel 0.22% Reduce -1.9% 55,452 $7.5M
Atria Investments, Inc 0.09% Reduce -8.8% 55,241 $7.5M
Pallas Capital Advisors LLC 0.32% Reduce -1.4% 54,350 $7.4M
Lyell Wealth Management, LP 0.66% Add +0.4% 53,795 $7.3M
LMR Partners LLP 0.20% Add +36.4% 52,770 $7.1M
Burns J W & Co. Inc. 0.93% Add +0.3% 52,752 $7.1M
Trust Co. of Oklahoma 2.31% Add +4.2% 52,502 $7.1M
Advisor OS, LLC 0.71% Add +7.8% 52,502 $7.1M
Vickerman Investment Advisors, Inc. 2.08% Add +0.8% 52,368 $7.1M
EP Wealth Advisors, LLC 0.06% Add +35.5% 52,204 $7.1M
Sage Rhino Capital LLC 1.56% Reduce -0.8% 52,085 $7.1M
Advisory Services Network, LLC 0.15% No change 57,710 $7.0M
Baird Financial Group, Inc. 0.01% Add +26.7% 51,418 $7.0M
Platt Investment Counsel, LLC 6.18% Add +3.8% 51,406 $7.0M
Innealta Capital, LLC 2.84% Reduce -12.3% 51,378 $7.0M
Ashton Thomas Private Wealth, LLC 0.36% Add +1.4% 50,486 $6.8M
Provident Co of the Employees of the Hebrew University LTD 7.66% No change 50,227 $6.8M
Marshall Wace, LLP 0.01% Reduce -66.7% 49,943 $6.8M
Orange Investment Advisors, Inc. 0.74% Reduce -3.3% 49,135 $6.7M
Sabal Trust CO 0.36% Add +4.4% 48,306 $6.5M
Shira Ridge Wealth Management 3.32% Add +21.5% 48,076 $6.5M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.99% Add +7.0% 47,892 $6.5M
Trilogy Capital Inc. 0.33% Reduce -17.4% 47,845 $6.5M
Bank Hapoalim BM 1.02% Reduce -4.8% 47,444 $6.4M
Astor Investment Management LLC 3.07% Reduce -3.1% 47,386 $6.4M
Castleark Management LLC 0.26% Reduce -57.8% 47,150 $6.4M
Nissay Asset Management Corp. /Japan 0.04% New 47,071 $6.4M
Oppenheimer Asset Management Inc. 0.08% Reduce -1.7% 47,068 $6.4M
Steward Partners Investment Advisory, LLC 0.06% Add +7.7% 46,471 $6.3M
Benjamin Edwards Inc. 0.09% New 45,944 $6.2M
Great Lakes Advisors, LLC 0.05% Reduce -3.8% 45,839 $6.2M
HRT Financial LP 0.03% New 45,691 $6.2M
TD Waterhouse Canada Inc. 0.05% Add +1.4% 45,349 $6.1M
Tower Research Capital LLC (TRC) 0.16% Add +173.6% 45,313 $6.1M
Prudential Financial Inc. 0.01% Reduce -24.1% 45,206 $6.1M
M&T Bank Corp 0.02% Add +31.8% 44,885 $6.1M
Sigma Planning Corp 0.19% Add +41.0% 44,857 $6.1M
Retireful, LLC 4.46% Add +63.1% 44,496 $6.0M
Waverly Advisors, LLC 0.11% Add +2.3% 43,613 $5.9M
Focus Partners Wealth 0.02% Reduce -23.6% 43,282 $5.9M
Wealthcare Advisory Partners LLC 0.17% Add +3.2% 43,041 $5.8M
Millennium Management 0.01% Reduce -83.0% 42,983 $5.8M
Western Wealth Management, LLC 0.33% Add +33.4% 42,555 $5.8M
Simmons Bank 0.42% Reduce -1.3% 42,478 $5.8M
GTS Securities LLC 0.11% Reduce -70.7% 41,908 $5.7M
Centiva Capital, LP 0.26% Add +754.7% 41,881 $5.7M
J.W. Cole Advisors, Inc. 0.24% Add +8.6% 41,530 $5.6M
Institute for Wealth Management, LLC. 0.71% Add +0.3% 41,479 $5.6M
Kennicott Capital Management LLC 2.14% Add +0.8% 41,113 $5.6M
Beacon Pointe Advisors, LLC 0.06% Add +617.6% 40,710 $5.5M
AlphaMark Advisors, LLC 1.88% Reduce -9.1% 40,271 $5.5M
Black Swift Group, LLC 1.20% Reduce -24.3% 40,249 $5.5M
Sykon Capital LLC 1.92% Reduce -1.7% 40,209 $5.4M
Principal Securities, Inc. 0.13% Add +359.4% 40,066 $5.4M
Simplex Trading, LLC 0.18% Add +14.7% 40,044 $5.4M
AAFMAA Wealth Management & Trust LLC 2.37% Add +159.5% 39,705 $5.4M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -43.5% 39,675 $5.4M
Winthrop Capital Management, LLC 2.53% Reduce -1.1% 39,180 $5.3M
Atria Wealth Solutions, Inc. 0.06% Reduce -21.8% 39,025 $5.3M
Financial Counselors Inc. 0.08% Add +0.1% 38,270 $5.2M
One Wealth Map LLC 3.05% Add +3.2% 37,407 $5.2M
Canton Hathaway, LLC 1.28% Add +1.1% 37,954 $5.1M
Sandbox Financial Partners, LLC 1.81% Add +4.3% 37,742 $5.1M
StoneX Group Inc. 0.37% Reduce -0.6% 37,557 $5.1M
Leicht Financial Planning & Wealth Management, Inc. 2.53% Reduce -0.1% 37,155 $5.0M
Wela Strategies, Inc. 2.19% Add +21.6% 37,058 $5.0M
Anfield Capital Management, LLC 1.90% Add +17.4% 36,813 $5.0M
Camelot Technology Advisors, Inc. 4.41% Reduce -5.0% 36,793 $5.0M
Essex LLC 1.02% Add +10.4% 36,791 $5.0M
Vivid Wealth Management, LLC 2.60% Add +5.2% 36,767 $5.0M
Rise Advisors, LLC 2.38% Add +6.9% 36,718 $5.0M
Ferguson Wellman Capital Management, Inc. 0.10% Reduce -2.4% 36,503 $4.9M
Sage Capital Advisors,llc 1.29% Add +0.1% 36,472 $4.9M
Arrow Investment Advisors, LLC 4.60% Reduce -4.8% 36,464 $4.9M
Algorithmic Investment Models, LLC 3.62% Add +10.5% 36,412 $4.9M
Cumberland Advisors Inc. 1.96% Add +0.6% 36,400 $4.9M
Snowden Capital Advisors LLC 0.15% Reduce -11.8% 35,994 $4.9M
Prospera Financial Services Inc 0.12% Add +30.8% 35,596 $4.8M
IFG Advisory, LLC 0.31% Add +3.5% 35,450 $4.8M
Private Wealth Advisors, LLC 1.95% Reduce -1.7% 35,354 $4.8M
Alerus Financial NA 0.35% Reduce -20.8% 35,067 $4.7M
Clarity Financial LLC 0.56% Add +4.2% 35,010 $4.7M
Level Four Advisory Services, LLC 0.20% Add +12.6% 34,981 $4.7M
Ironwood Wealth Management, Inc. 2.28% New 34,352 $4.7M
Concurrent Investment Advisors, LLC 0.14% Add +14.3% 34,129 $4.6M
Trust Co 0.55% Add +6.6% 33,782 $4.6M
Masso Torrence Wealth Management Inc. 2.47% New 33,748 $4.6M
Mutual Advisors, LLC 0.13% Reduce -41.0% 33,574 $4.6M
Founders Financial Securities LLC 0.42% Add +14.6% 33,243 $4.5M
Wall Street Financial Group, Inc. 4.70% Add +67.9% 32,913 $4.5M
Courier Capital LLC 0.31% Add +123.3% 32,877 $4.5M
Pinnacle Associates Ltd. 0.08% Add +1.8% 39,028 $4.4M
High Note Wealth, LLC 1.26% Reduce -1.2% 32,617 $4.4M
IFP Advisors, Inc 0.16% Add +368.7% 32,329 $4.4M
CoreCap Advisors, LLC 0.20% Reduce -21.2% 32,102 $4.3M
Sentinel Trust Co. Lba 0.49% No change 31,775 $4.3M
TCV Trust & Wealth Management, Inc. 0.38% Add +3.3% 31,697 $4.3M
Natixis Advisors, LLC 0.01% Add +40.6% 31,589 $4.3M
Blair William & Co. 0.01% Add +2.6% 31,228 $4.2M
Horizon Investments, LLC 0.11% Add +29.4% 31,030 $4.2M
Magnus Financial Group LLC 0.43% Add +4.9% 30,916 $4.2M
AMG National Trust Bank 0.11% Reduce -28.4% 30,602 $4.1M
Relyea Zuckerberg Hanson LLC 0.63% Add +731.1% 30,411 $4.1M
Scotia Capital Inc. 0.02% Reduce -12.0% 30,254 $4.1M
Granite Harbor Advisors, Inc. 2.42% Add +1.2% 30,231 $4.1M
Paloma Partners Management Co 0.28% Reduce -61.8% 29,934 $4.1M
Mechanics Bank Trust Department 0.54% Reduce -2.4% 29,850 $4.0M
Client First Capital LLC 2.23% Reduce -25.2% 29,724 $4.0M
Keebeck Wealth Management 0.58% Reduce -4.2% 29,613 $4.0M
B&D White Capital Company, LLC 0.69% Add +31.8% 29,480 $4.0M
Jones Financial Companies LLLP 0.00% Add +158.2% 29,545 $4.0M
Madison Park Capital Advisors, LLC 2.93% Reduce -1.7% 28,893 $3.9M
World Investment Advisors 0.12% Add +531.1% 28,842 $3.9M
Intrepid Financial Planning Group LLC 1.67% Reduce -3.0% 28,736 $3.9M
Colton Groome Financial Advisors, LLC 1.45% Reduce -2.0% 28,701 $3.9M
Global Retirement Partners, LLC 0.12% Reduce -13.9% 28,488 $3.9M
Prosperity Consulting Group, LLC 0.30% Add +1045.3% 28,403 $3.8M
Wellspring Financial Advisors, LLC 0.45% Reduce -3.1% 28,025 $3.8M
Vectors Research Management, LLC 1.14% Reduce -4.4% 27,849 $3.8M
Sowell Financial Services LLC 0.17% Add +17.1% 27,676 $3.7M
Leuthold Group, LLC 0.41% Reduce -2.4% 27,459 $3.7M
New Wave Wealth Advisors LLC 1.71% Add +1.2% 27,375 $3.7M
Heritage Oak Wealth Advisors LLC 1.71% New 27,375 $3.7M
Independent Financial Group, LLC 0.13% Reduce -6.4% 26,726 $3.6M
BigSur Wealth Management LLC 0.98% Add +8.7% 26,290 $3.6M
Flagship Harbor Advisors, LLC 0.19% Add +4.5% 25,928 $3.5M
Quantinno Capital Management LP 0.05% Add +3.9% 25,847 $3.5M
Bank of Nova Scotia 0.01% Add +0.4% 25,425 $3.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.31% Reduce -0.7% 25,660 $3.4M
First Horizon Advisors, Inc. 0.09% Add +0.0% 25,154 $3.4M
Walleye Trading LLC 0.08% Reduce -60.9% 25,065 $3.4M
Freedom Investment Management, Inc. 0.27% Add +4.4% 25,065 $3.4M
Certified Advisory Corp 0.38% Add +0.9% 25,003 $3.4M
Elevation Point Wealth Partners, LLC 0.32% Reduce -28.5% 24,771 $3.4M
First Merchants Corp. 0.13% Add +3.1% 24,446 $3.3M
Allred Capital Management, LLC 1.29% Add +0.9% 24,271 $3.3M
Stockman Wealth Management, Inc. 0.51% Add +4.5% 24,240 $3.3M
Glenmede Trust Co. NA 0.02% Add +3.7% 24,221 $3.3M
Capital Advisors, Ltd. LLC 0.41% Reduce -14.3% 24,162 $3.3M
Venturi Wealth Management, LLC 0.17% Add +16.4% 24,067 $3.3M
Choate Investment Advisors 0.08% Reduce -0.9% 24,058 $3.3M
Hudson Bay Capital Management LP 0.03% Reduce -38.5% 24,000 $3.3M
Cooksen Wealth, LLC 3.03% Add +2.5% 23,912 $3.2M
Strategic Financial Partners, Ltd. 1.64% New 23,680 $3.2M
WealthBridge Capital Management, LLC 0.92% Add +2.1% 23,564 $3.2M
Stratos Wealth Partners, LTD. 0.05% Add +5.8% 23,411 $3.2M
Farmers & Merchants Trust Co of Chambersburg PA 1.21% Reduce -2.5% 23,178 $3.1M
Grassi Investment Management 0.27% Reduce -0.3% 23,156 $3.1M
Patten & Patten Inc. 0.21% Add +1.7% 22,877 $3.1M
First Trust Investment Solutions L.P. 0.35% Reduce -30.0% 22,695 $3.1M
Massachusetts Wealth Management 1.93% Add +6.8% 22,654 $3.1M
United Capital Financial Advisors, LLC 0.03% Reduce -4.4% 22,609 $3.1M
Guerra Pan Advisors, LLC 2.45% Add +4.3% 22,593 $3.1M
Dorsey Wright & Associates 0.71% Reduce -5.9% 22,131 $3.0M
Petredis Investment Advisors LLC 0.32% Add +40.5% 22,040 $3.0M
Bfsg, LLC 0.35% Reduce -10.6% 22,001 $3.0M
United Asset Strategies, Inc. 0.28% Add +8.6% 21,907 $3.0M
Rothschild Wealth LLC 0.88% Add +382.4% 26,820 $3.0M
Brookstone Capital Management 0.04% Add +127.6% 21,834 $3.0M
Nwam LLC 0.18% New 21,608 $2.9M
DAVENPORT & Co LLC 0.02% Add +11.9% 21,367 $2.9M
Perennial Investment Advisors, LLC 0.37% Add +30.3% 21,247 $2.9M
MontVue Capital Management, Inc. 2.19% Reduce -1.3% 21,071 $2.9M
Clarus Wealth Advisors 1.44% Reduce -0.4% 20,930 $2.8M
Financial Enhancement Group LLC 0.55% Reduce -1.4% 28,958 $2.8M
Measured Wealth Private Client Group, LLC 0.94% Reduce -44.1% 20,698 $2.8M
Finivi Inc. 2.27% Add +3.2% 20,639 $2.8M
Zullo Investment Group, Inc. 1.16% Add +0.2% 20,559 $2.8M
Bank of New York Mellon Corp 0.00% Add +11.1% 20,482 $2.8M
Butensky & Cohen Financial Security, Inc. 0.82% Reduce -2.0% 20,436 $2.8M
Everstar Asset Management, LLC 1.89% — 20,394 $2.8M
Nilsine Partners, LLC 0.36% Reduce -1.8% 20,300 $2.7M
Associated Banc-Corp 0.08% Reduce -0.8% 20,225 $2.7M
Huntington National Bank 0.03% Reduce -0.5% 20,096 $2.7M
Money Concepts Capital Corp. 0.20% Add +1.8% 19,943 $2.7M
Great Valley Advisor Group, Inc. 0.07% Add +3.8% 19,940 $2.7M
NWF Advisory Services Inc. 0.39% Add +215.3% 19,877 $2.7M
Amarillo National Bank 0.49% No change 19,814 $2.7M
Aster Capital Management (DIFC) Ltd 0.58% — 19,710 $2.7M
First Financial Bank - Trust Division 0.24% Reduce -2.4% 19,456 $2.6M
Spreng Capital Management, Inc. 1.25% Reduce -50.4% 19,310 $2.6M
West Financial Advisors, LLC 0.50% Add +1.4% 19,255 $2.6M
Harbour Investments, Inc. 0.08% Add +92.2% 19,240 $2.6M
Integrated Advisors Network LLC 0.13% Reduce -10.1% 19,199 $2.6M
Rehmann Capital Advisory Group 0.17% Add +3.3% 19,115 $2.6M
Keybank National Association 0.01% Reduce -1.7% 18,869 $2.6M
Chesapeake Wealth Management 0.87% Reduce -5.2% 18,725 $2.5M
CreativeOne Wealth, LLC 0.09% Add +85.1% 18,655 $2.5M
Dorsey & Whitney Trust CO LLC 0.13% Reduce -2.6% 18,564 $2.5M
OneDigital Investment Advisors LLC 0.03% Reduce -0.1% 18,277 $2.5M
Analyst IMS Investment Management Services Ltd. 0.09% No change 18,200 $2.5M
Evercore Wealth Management, LLC 0.04% Reduce -6.6% 18,032 $2.4M
Darwin Wealth Management, LLC 0.67% Reduce -7.3% 17,980 $2.4M
Burke & Herbert Bank & Trust Co. 0.56% Reduce -9.0% 17,878 $2.4M
Cornerstone Advisory, LLC 0.32% Add +0.6% 17,844 $2.4M
HB Wealth Management, LLC 0.03% Add +1.5% 17,833 $2.4M
Apexium Financial, LP 0.16% Reduce -0.1% 17,739 $2.4M
Eastern Bank 0.04% Add +3.1% 17,562 $2.4M
Cypress Asset Management Inc. 0.59% Add +26.1% 17,373 $2.4M
Flaharty Asset Management, LLC 0.33% Reduce -9.9% 17,342 $2.3M
Concourse Financial Group Securities, Inc. 0.14% Reduce -40.5% 17,244 $2.3M
Webster Bank, N. A. 0.25% Reduce -0.3% 17,028 $2.3M
Kingsview Wealth Management, LLC 0.05% Reduce -76.5% 16,928 $2.3M
First National Bank of Hutchinson 1.48% No change 16,847 $2.3M
&partners 0.04% Add +86.0% 16,826 $2.3M
Fiduciary Group, LLC 0.23% Add +2.9% 16,738 $2.3M
United Bank 1.04% Reduce -7.8% 16,707 $2.3M
Objective Capital Management, LLC 1.33% — 16,697 $2.3M
Cornerstone Wealth Management, LLC 0.16% Reduce -4.1% 16,646 $2.3M
Menora Mivtachim Holdings LTD. 0.01% Reduce -98.1% 16,600 $2.2M
Main Management LLC 0.18% Reduce -23.4% 16,347 $2.2M
Treynor Bancshares, Inc. 2.26% Reduce -25.9% 16,269 $2.2M
Providence First Trust Co 0.93% Reduce -50.0% 16,236 $2.2M
Rockport Wealth LLC 0.59% Add +40.6% 16,233 $2.2M
Stratos Wealth Advisors, LLC 0.10% Reduce -33.4% 16,071 $2.2M
Hilltop Holdings Inc. 0.14% Add +60.8% 15,885 $2.2M
Crescent Grove Advisors, LLC 0.22% Reduce -5.3% 15,849 $2.1M
SteelPeak Wealth, LLC 0.09% Add +336.8% 15,812 $2.1M
Bedell Frazier Investment Counselling, LLC 0.51% Reduce -6.3% 15,696 $2.1M
Edgestream Partners, L.P. 0.09% Add +103.0% 15,608 $2.1M
Realta Investment Advisors 0.96% Reduce -17.0% 15,067 $2.1M
Provida Pension Fund Administrator 0.05% No change 15,442 $2.1M
Ameritas Advisory Services, LLC 0.09% Reduce -47.1% 15,376 $2.1M
Tiaa Trust, National Association 0.01% Reduce -1.4% 15,334 $2.1M
Jacobi Capital Management LLC 0.16% Add +4.2% 15,209 $2.1M
Fifth Third Securities, Inc. 0.19% Reduce -1.9% 15,194 $2.1M
Brown, Lisle/Cummings, Inc. 0.63% Reduce -3.1% 15,192 $2.1M
Proffitt & Goodson Inc. 0.33% Reduce -2.1% 14,972 $2.0M
Moulton Wealth Management, Inc. 1.67% New 14,818 $2.0M
Cresta Advisors, Ltd. 1.05% Add +6.8% 14,821 $2.0M
Deltec Asset Management LLC 0.39% No change 14,750 $2.0M
Avior Wealth Management, LLC 0.08% Reduce -47.8% 14,355 $1.9M
RiverGlades Family Offices LLC 1.39% Add +7.3% 14,337 $1.9M
Twin Tree Management, LP 0.04% Reduce -84.6% 14,291 $1.9M
1832 Asset Management L.P. 0.00% No change 14,135 $1.9M
Intrua Financial, LLC 0.31% Reduce -62.9% 14,051 $1.9M
First Business Financial Services, Inc. 0.19% No change 14,013 $1.9M
Wedbush Securities Inc. 0.07% Reduce -4.1% 13,936 $1.9M
Belpointe Asset Management LLC 0.11% Add +7.9% 13,917 $1.9M
Valeo Financial Advisors, LLC 0.05% Reduce -6.3% 13,830 $1.9M
Allworth Financial LP 0.01% Reduce -14.0% 13,814 $1.9M
Commerce Bank 0.01% Reduce -5.9% 13,783 $1.9M
Donald L. Hagan, LLC 0.95% Add +4.9% 13,683 $1.9M
Blue Chip Partners, LLC 0.16% Add +78.9% 13,609 $1.8M
Boltwood Capital Management 0.54% Reduce -7.0% 13,562 $1.8M
St. Johns Investment Management Company, LLC 0.86% Reduce -17.8% 13,497 $1.8M
Perigon Wealth Management, LLC 0.05% Reduce -38.4% 13,450 $1.8M
Horizon Financial Services, LLC 1.08% Add +5.7% 13,394 $1.8M
Signature Estate & Investment Advisors LLC 0.04% Reduce -96.8% 13,359 $1.8M
Richard W. Paul & Associates, LLC 0.65% Reduce -1.6% 13,298 $1.8M
Financial Advocates Investment Management 0.10% Reduce -29.4% 15,757 $1.8M
Caprock Group, LLC 0.06% Reduce -2.1% 13,093 $1.8M
Northeast Financial Consultants Inc 0.08% No change 13,041 $1.8M
HBW Advisory Services LLC 0.26% Add +13.2% 12,959 $1.8M
HSBC Holdings PLC 0.00% Reduce -50.7% 12,948 $1.8M
Aspen Investment Management Inc 0.81% No change 12,862 $1.7M
CX Institutional 0.08% Add +33.5% 12,859 $1.7M
Colony Family Offices, LLC 0.54% No change 12,842 $1.7M
RPg Family Wealth Advisory, LLC 0.56% Add +6.8% 12,809 $1.7M
Arizona PSPRS Trust 0.07% New 12,600 $1.7M
Bank of Marin 1.37% Add +4.0% 12,564 $1.7M
Csenge Advisory Group 0.09% Reduce -13.0% 12,247 $1.7M
Creative Financial Designs Inc. 0.14% Add +11.4% 12,496 $1.7M
Modera Wealth Management, LLC 0.02% Add +0.3% 12,496 $1.7M
Owen LaRue, LLC 0.90% No change 12,450 $1.7M
Wilmington Savings Fund Society, FSB 0.03% New 12,352 $1.7M
Axxcess Wealth Management, LLC 0.04% Reduce -85.3% 12,323 $1.7M
Fairfield Financial Advisors, LTD 0.57% Add +25.2% 12,290 $1.7M
Janney Capital Management LLC 0.11% Reduce -81.4% 12,268 $1.7M
Wesbanco Bank Inc. 0.06% Add +2.1% 12,266 $1.7M
Regions Financial Corp. 0.01% Add +0.1% 12,250 $1.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +3.1% 12,238 $1.6M
Essex Financial Services, Inc. 0.12% Add +129.7% 11,945 $1.6M
Marion Wealth Management 0.44% Add +3.3% 12,120 $1.6M
Pine Valley Investments Ltd Liability Co 0.11% Reduce -2.2% 12,097 $1.6M
Independent Order of Foresters 0.95% No change 12,096 $1.6M
Macquarie Group Ltd. 0.00% Reduce -83.0% 12,096 $1.6M
Parallel Advisors, LLC 0.04% Add +11.7% 12,029 $1.6M
GeoWealth Management, LLC 0.06% Add +46.4% 11,976 $1.6M
Parsons Capital Management Inc. 0.10% Reduce -0.2% 11,973 $1.6M
Capital Investment Counsel, LLC 0.28% Add +30.3% 11,967 $1.6M
Foster Dykema Cabot & Partners, LLC 0.14% Add +24.4% 11,949 $1.6M
Brandywine Oak Private Wealth LLC 0.16% Reduce -0.8% 11,903 $1.6M
SOL Capital Management CO 0.18% Reduce -9.2% 11,895 $1.6M
Abbot Financial Management, Inc. 0.81% Add +6.1% 11,852 $1.6M
CMG Global Holdings, LLC 0.90% Add +0.7% 11,718 $1.6M
Cary Street Partners Investment Advisory LLC 0.06% Reduce -22.8% 11,640 $1.6M
Family Asset Management, LLC 0.94% Reduce -14.9% 11,531 $1.6M
Dynamic Advisor Solutions LLC 0.05% Reduce -16.1% 11,520 $1.6M
Successful Portfolios LLC 1.05% Reduce -0.4% 11,467 $1.6M
Federation des caisses Desjardins du Quebec 0.01% Add +0.5% 11,435 $1.5M
D.A. Davidson & Co. 0.01% Add +5.7% 11,432 $1.5M
Redwood Financial Network Corp 1.19% Add +11.8% 11,263 $1.5M
McGuire Investment Group, LLC 0.21% Add +1.5% 11,141 $1.5M
Windsor Capital Management, LLC 0.43% Reduce -0.2% 11,023 $1.5M
ARS Investment Partners, LLC 0.13% Add +12.6% 10,962 $1.5M
Per Stirling Capital Management, LLC. 0.21% New 10,959 $1.5M
Joseph P. Lucia & Associates, LLC 0.68% Add +15.2% 10,902 $1.5M
Prime Capital Investment Advisors, LLC 0.02% Reduce -1.8% 10,889 $1.5M
Avitas Wealth Management LLC 0.21% Reduce -1.6% 10,820 $1.5M
Kestra Private Wealth Services, LLC 0.03% Add +6.1% 10,793 $1.5M
Claro Advisors Inc. 0.19% Reduce -21.1% 10,637 $1.4M
Waterway Wealth Management, LLC 0.62% Reduce -12.4% 10,581 $1.4M
Glen Eagle Advisors, LLC 0.24% Reduce -2.3% 10,572 $1.4M
LongView Wealth Management 0.45% Add +0.1% 10,507 $1.4M
Orion Porfolio Solutions, LLC 0.01% Reduce -39.5% 10,496 $1.4M
Orion Portfolio Solutions, LLC 0.01% Reduce -39.5% 10,496 $1.4M
Rovin Capital /Ut/ 0.53% Add +1.9% 10,472 $1.4M
Transcend Capital Advisors, LLC 0.09% Reduce -0.4% 10,459 $1.4M
NewEdge Wealth, LLC 0.03% Add +209.7% 10,398 $1.4M
Laurel Wealth Advisors LLC 0.23% Reduce -0.0% 10,392 $1.4M
Mgo One Seven LLC 0.06% Add +6.0% 10,344 $1.4M
Principle Wealth Partners LLC 0.10% Add +16.9% 10,338 $1.4M
TrinityPoint Wealth, LLC 0.20% Add +1.1% 10,337 $1.4M
City Center Advisors, LLC 1.55% Reduce -36.9% 10,273 $1.4M
Okabena Investment Services Inc. 0.39% No change 10,268 $1.4M
Signet Financial Management, LLC 0.18% Reduce -11.0% 10,234 $1.4M
Financial Sense Advisors, Inc. 0.38% Reduce -7.3% 10,214 $1.4M
Terra Nova Asset Management LLC 1.03% Add +0.7% 10,211 $1.4M
Beaumont Financial Advisors, LLC 0.11% Reduce -9.2% 10,156 $1.4M
Sandy Spring Bank 0.06% Reduce -0.1% 10,113 $1.4M
Clearstead Trust, LLC 0.33% New 10,092 $1.4M
NBT Bank, N.A. 0.09% Add +2.1% 10,092 $1.4M
Laidlaw Wealth Management LLC 0.68% Reduce -4.7% 10,091 $1.4M
Toronto Dominion Bank 0.00% Add +501650.0% 10,035 $1.4M
Parkside Investments, LLC 0.20% New 10,000 $1.4M
Quattro Financial Advisors LLC 0.38% No change 9,777 $1.4M
Elevated Capital Advisors, LLC 0.36% Add +8.7% 9,970 $1.4M
Mma Asset Management LLC 0.36% Add +390.2% 12,182 $1.3M
Encompass More Asset Management 0.51% Add +12.5% 9,932 $1.3M
Fortis Group Advisors, LLC 0.25% Add +2.2% 9,870 $1.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -30.0% 9,800 $1.3M
Arkadios Wealth Advisors 0.07% Add +0.6% 9,584 $1.3M
Wexford Capital LP 0.31% New 9,526 $1.3M
Polymer Capital Management (HK) LTD 0.30% Add +280.0% 9,500 $1.3M
Magnolia Capital Management Ltd. 1.02% No change 9,440 $1.3M
Leslie Global Wealth, LLC 0.62% Add +2.4% 9,421 $1.3M
Exchange Capital Management, Inc. 0.20% Reduce -11.7% 9,363 $1.3M
Rockland Trust Co. 0.06% Reduce -8.8% 9,341 $1.3M
CIBC Private Wealth Group LLC 0.00% Reduce -11.2% 9,313 $1.3M
Gilliland Jeter Wealth Management LLC 0.40% Add +0.5% 9,220 $1.2M
Transamerica Financial Advisors, LLC 0.12% Reduce -19.1% 9,165 $1.2M
Greenwood Capital Associates LLC 0.16% Reduce -4.7% 9,138 $1.2M
Bryn Mawr Trust Advisors, LLC 0.07% Reduce -0.2% 9,138 $1.2M
First Bancorp, Inc 0.86% Add +0.8% 9,086 $1.2M
Crestwood Advisors Group, LLC 0.02% Reduce -0.6% 9,008 $1.2M
Private Advisory Group LLC 0.15% Reduce -23.2% 8,782 $1.2M
Whitaker-Myers Wealth Managers, LTD. 0.39% Add +12.4% 8,751 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Reduce -14.1% 8,434 $1.2M
Good Life Advisors, LLC 0.07% Reduce -3.1% 8,597 $1.2M
Northstar Advisory Group, LLC 0.60% Reduce -46.5% 8,578 $1.2M
Cornerstone National Bank & Trust Co 0.52% Add +3.4% 8,548 $1.2M
Landaas & Co. /Wi 0.32% No change 8,540 $1.2M
Bray Capital Advisors 0.28% Reduce -10.4% 8,510 $1.2M
Fulcrum Equity Management 0.95% Add +41.8% 8,305 $1.1M
Lunt Capital Management, Inc. 0.52% New 8,278 $1.1M
Wealthfront Advisers LLC 0.00% Add +16.8% 8,274 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.17% Reduce -3.8% 8,251 $1.1M
Composition Wealth, LLC 0.03% New 8,226 $1.1M
Madden Advisory Services, Inc. 0.51% Reduce -2.8% 8,177 $1.1M
Apollon Financial, LLC 0.33% Add +17.2% 8,172 $1.1M
Tsfg, LLC 0.24% Reduce -10.3% 8,125 $1.1M
Capital Investment Counsel, Inc 0.16% Reduce -1.5% 8,090 $1.1M
Evanson Asset Management, LLC 0.08% Add +0.2% 8,085 $1.1M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.56% New 8,000 $1.1M
Yelin Lapidot Holdings Management Ltd. 0.18% No change 8,000 $1.1M
Exencial Wealth Advisors, LLC 0.04% Reduce -2.8% 7,996 $1.1M
Focus Financial Network, Inc. 0.04% Add +0.1% 7,991 $1.1M
Fagan Associates, Inc. 0.18% Reduce -1.5% 7,986 $1.1M
Alaska Permanent Fund Corp 0.02% No change 7,985 $1.1M
Olistico Wealth, LLC 0.66% Add +0.5% 7,981 $1.1M
Bradley Foster & Sargent Inc. 0.02% No change 7,974 $1.1M
Plimoth Trust Co. LLC 0.27% Reduce -2.8% 7,972 $1.1M
KKM Financial LLC 0.53% Reduce -64.5% 7,947 $1.1M
VCI Wealth Management LLC 0.48% Reduce -55.6% 7,941 $1.1M
Tocqueville Asset Management L.P. 0.02% No change 7,890 $1.1M
Verus Capital Partners, LLC 0.10% Add +3.4% 7,878 $1.1M
Private Trust Co. NA 0.11% Reduce -2.4% 7,799 $1.1M
Thomasville National Bank 0.08% No change 7,780 $1.1M
Zega Financial, LLC 0.35% Reduce -2.8% 7,761 $1.1M
Lighthouse Investment Partners, LLC 0.06% New 7,639 $1.0M
Glass Jacobson Investment Advisors llc 0.34% Reduce -2.4% 7,615 $1.0M
Wellington Management Group LLP 0.00% New 7,573 $1.0M
J. Goldman & Co LP 0.04% Reduce -33.1% 7,507 $1.0M
Gallagher Fiduciary Advisors, LLC 0.20% Reduce -30.8% 7,422 $1.0M
Whittier Trust Co. 0.01% Add +0.6% 7,411 $1.0M
Synovus Financial Corp. 0.01% Add +64.6% 7,411 $1.0M
Roberts Wealth Advisors, LLC 0.32% Reduce -5.8% 7,375 $999K
Diversify Advisory Services, LLC 0.05% Add +11.3% 7,282 $998K
Houlihan Financial Resource Group, Ltd. 0.40% Add +0.0% 7,138 $967K
AQR Capital Management 0.00% Add +9.1% 7,132 $966K
Financial Insights, Inc. 0.31% Reduce -0.3% 7,126 $965K
Kessler Investment Group, LLC 0.50% Add +11.7% 7,121 $965K
Arrow Financial Corp 0.09% Reduce -1.4% 7,086 $960K
One Capital Management, LLC 0.03% Reduce -24.1% 7,005 $949K
Smith Salley Wealth Management 0.06% No change 6,988 $946K
Richardson Financial Services Inc. 0.60% No change 7,738 $943K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.0% 6,954 $942K
Diligent Investors, LLC 0.22% No change 6,894 $934K
Farther Finance Advisors, LLC 0.03% Add +90.6% 6,861 $929K
CENTRAL TRUST Co 0.02% No change 6,804 $922K
Signal Advisors Wealth, LLC 0.13% New 6,755 $915K
Regal Investment Advisors LLC 0.06% Reduce -21.3% 6,740 $913K
Foguth Wealth Management, LLC. 0.33% Reduce -5.7% 6,712 $909K
Capital Insight Partners, LLC 0.16% Add +2.5% 6,625 $897K
Worth Asset Management, LLC 0.49% New 6,621 $897K
Pinnacle Family Advisors, LLC 0.46% New 6,596 $893K
Moors & Cabot, Inc. 0.04% Reduce -16.5% 6,581 $891K
World Equity Group, Inc. 0.32% Add +1.2% 6,573 $890K
Sapient Capital LLC 0.02% No change 6,570 $890K
Ciovacco Capital Management LLC 0.52% Reduce -0.9% 6,568 $890K
Personal Cfo Solutions, LLC 0.12% Add +12.1% 6,543 $886K
Cape Ann Savings Bank 0.51% Reduce -1.5% 6,543 $886K
Lynch & Associates 0.19% Reduce -0.9% 6,525 $884K
E&G Advisors, LLC 0.24% Reduce -2.1% 6,478 $877K
Icon Wealth Advisors, LLC 0.07% Add +37.8% 6,434 $871K
Brown Advisory Inc. 0.00% Reduce -11.9% 6,408 $868K
D.B. Root & Company, LLC 0.28% Reduce -27.6% 6,355 $861K
MMBG Investment Advisors Co. 0.09% Add +72.9% 6,347 $860K
Wealthspire Advisors, LLC 0.01% Add +232.2% 6,252 $847K
Game Plan Financial Advisors, LLC 0.45% Reduce -3.4% 6,242 $845K
Gold Investment Management Ltd. 0.35% Add +1.2% 6,248 $843K
Raymond James Trust N.A. 0.02% Reduce -3.0% 6,203 $840K
Kanawha Capital Management LLC 0.06% Reduce -0.1% 6,187 $838K
Neuberger Berman Group LLC 0.00% Reduce -3.2% 6,143 $832K
Howard Capital Management Group, LLC 0.06% Reduce -65.9% 6,138 $831K
Montag A & Associates Inc. 0.04% Add +4.1% 6,116 $828K
Retirement Planning Group, LLC 0.04% Add +0.1% 6,099 $826K
Kovack Advisors, Inc. 0.09% Reduce -1.7% 6,045 $819K
Chartist Inc. 0.42% Reduce -2.8% 6,037 $818K
SeaCrest Wealth Management, LLC 0.09% No change 6,005 $813K
Deutsche Bank AG 0.00% Reduce -2.7% 5,997 $812K
Van Cleef Asset Management,Inc 0.09% No change 5,975 $809K
SMART Wealth LLC 0.32% Reduce -60.0% 5,961 $807K
Optiver Holding B.V. 0.02% New 5,952 $806K
Collaborative Wealth Managment Inc. 0.36% Add +3.9% 5,940 $805K
Soltis Investment Advisors LLC 0.08% Reduce -20.8% 5,935 $804K
Contravisory Investment Management, Inc. 0.17% Reduce -11.4% 5,916 $801K
Arlington Trust Co LLC 0.17% No change 5,909 $800K
Activest Wealth Management 0.25% No change 5,905 $800K
Constitution Capital LLC 0.43% Add +2.5% 5,905 $800K
VestGen Investment Management 0.22% Reduce -2.8% 5,857 $793K
James Investment Research, Inc. 0.09% No change 5,825 $789K
Neville Rodie & Shaw Inc. 0.06% No change 5,800 $786K
Pettyjohn, Wood & White, Inc. 0.14% No change 5,797 $785K
MV Capital Management, Inc. 0.08% Reduce -2.4% 5,774 $782K
Gsa Capital Partners LLP 0.06% Add +83.7% 5,759 $780K
Maven Securities LTD 0.09% Add +15.0% 5,750 $779K
Florida Financial Advisors, LLC 0.40% Add +5.4% 5,746 $778K
Tyler-Stone Wealth Management 0.15% Add +101.1% 5,746 $778K
Gotham Asset Management 0.01% No change 5,732 $776K
Patton Albertson Miller Group, LLC 0.11% No change 5,727 $776K
Independence Bank of Kentucky 0.16% Add +1395.2% 5,622 $761K
Fidelis Capital Partners, LLC 0.09% Add +0.0% 5,563 $760K
Investment Partners, LTD. 0.32% No change 5,610 $760K
Burford Brothers, Inc. 0.40% Reduce -8.9% 5,604 $759K
Lindbrook Capital, LLC 0.07% No change 5,595 $758K
Vaughan David Investments LLC 0.02% No change 5,537 $750K
Nations Financial Group Inc, /Ia/ 0.05% Reduce -4.6% 5,517 $747K
MKT Advisors LLC 0.35% Add +4.4% 5,512 $746K
McAdam, LLC 0.04% Add +16.0% 5,499 $745K
Providence Capital Advisors, LLC 0.15% Add +2.3% 5,495 $744K
Condor Capital Management 0.07% Reduce -1.4% 5,493 $744K
Worth Financial Advisory Group, LLC 0.44% Add +1.5% 5,489 $743K
Transform Wealth, LLC 0.05% Reduce -93.2% 5,445 $737K
Addison Advisors LLC 0.20% Reduce -2.2% 5,428 $735K
Johnson Investment Counsel Inc. 0.01% Add +9.3% 5,427 $735K
Townsquare Capital LLC 0.01% Add +14.7% 5,402 $732K
Dimension Capital Management LLC 0.14% Add +3.2% 5,395 $731K
Financial Engines Advisors L.L.C. 0.00% Reduce -14.1% 5,376 $728K
Hudson Value Partners, LLC 0.28% Add +8.2% 5,375 $728K
AdvisorNet Financial, Inc 0.05% Add +52.0% 5,349 $725K
Riggs Asset Managment Co. Inc. 0.20% Add +9.0% 5,316 $720K
ELCO Management Co., LLC 0.39% No change 5,280 $715K
Geneos Wealth Management Inc. 0.03% Reduce -1.2% 5,280 $715K
QRG Capital Management, Inc. 0.01% Reduce -0.8% 5,259 $712K
GPS Wealth Strategies Group, LLC 0.09% Add +1.4% 5,252 $711K
One Charles Private Wealth Services, LLC 0.27% Reduce -3.8% 5,240 $710K
Stock Yards Bank & Trust Co. 0.02% Add +1.8% 5,228 $708K
Koshinski Asset Management, Inc. 0.06% Reduce -1.8% 5,227 $708K
Country Club Bank 0.05% Add +1.1% 5,202 $701K
Wolff Financial Management LLC 0.19% No change 5,156 $698K
Beaton Management Co. Inc. 0.35% Add +4.1% 5,126 $694K
Journey Advisory Group, LLC 0.08% No change 5,691 $694K
Prentice Wealth Management LLC 0.20% Reduce -0.6% 5,064 $686K
Simplicity Wealth,LLC 0.06% Reduce -43.1% 5,053 $684K
Aveo Capital Partners, LLC 0.07% Reduce -20.6% 5,041 $683K
Meridian Wealth Management, LLC 0.03% Add +0.3% 5,030 $681K
Citizens Financial Group Inc. 0.01% Add +47.0% 5,024 $680K
Financial & Tax Architects, LLC 0.17% Reduce -7.1% 4,973 $674K
Vantage Financial Partners, LLC 0.17% New 4,964 $672K
WMS Partners, LLC 0.04% Add +59.4% 4,952 $671K
Pacific Global Investment Management Co. 0.12% Add +0.3% 4,951 $671K
First Foundation Advisors 0.03% Add +8.8% 4,948 $670K
Bricktown Capital, LLC 0.12% No change 4,933 $668K
Larson Financial Group LLC 0.04% Reduce -11.9% 4,909 $665K
Debussy Capital Management LP 0.19% Add +47.9% 4,901 $664K
Insigneo Advisory Services, LLC 0.07% Add +0.0% 4,899 $663K
Meridian Wealth Advisors, LLC 0.11% No change 4,895 $663K
Safeguard Financial, LLC 0.16% Add +31.7% 4,879 $661K
Stevens Capital Management LP 0.09% New 4,873 $660K
Narus Financial Partners, LLC 0.24% Reduce -6.5% 4,851 $657K
EPG Wealth Management LLC 0.17% Add +0.0% 4,846 $656K
Rockingstone Advisors LLC 0.32% Reduce -10.7% 4,785 $648K
Wealthgarden F.S. LLC 0.63% Reduce -15.7% 4,746 $643K
Vertex Planning Partners, LLC 0.15% No change 4,707 $638K
Montag & Caldwell, LLC 0.13% Add +137.6% 4,685 $635K
Evernest Financial Advisors, LLC 0.17% Reduce -6.0% 4,679 $634K
Cullen Capital Management, LLC 0.01% Reduce -95.6% 4,660 $631K
Procyon Advisors, LLC 0.04% Add +70.9% 4,646 $629K
Security Financial Services, INC. 0.13% No change 4,628 $627K
Keystone Financial Group 0.08% New 4,608 $624K
Belmont Capital, LLC 0.10% No change 4,588 $621K
Crew Capital Management, Ltd 0.50% Add +24.0% 4,585 $621K
National Bank of Canada 0.00% Reduce -6.8% 4,545 $616K
Kingswood Wealth Advisors, LLC 0.04% Reduce -14.6% 4,554 $615K
Hillcrest Wealth Advisors - NY, LLC 0.30% No change 4,500 $609K
Baker Avenue Asset Management, LP 0.02% Reduce -80.1% 4,457 $604K
Bramshill Investments, LLC 0.07% New 4,450 $603K
Traction Financial Partners, LLC 0.47% No change 4,448 $602K
CHICAGO TRUST Co NA 0.11% Add +0.9% 4,435 $601K
Stephens Inc. 0.01% Reduce -0.3% 4,434 $601K
Ally Invest Advisors Inc. 0.05% Reduce -25.1% 4,414 $598K
Capital Investment Advisory Services, LLC 0.06% Reduce -11.0% 4,339 $588K
Strategic Financial Concepts, LLC 0.19% Reduce -99.2% 4,308 $583K
Aviance Capital Partners, LLC 0.08% No change 4,291 $581K
Hexagon Capital Partners LLC 0.11% Reduce -4.9% 4,277 $579K
Duncker Streett & Co. Inc. 0.11% Add +1.8% 4,269 $578K
Empower Advisory Group, LLC 0.00% Reduce -9.4% 4,240 $574K
Private Portfolio Partners LLC 0.11% New 4,237 $574K
Brick & Kyle, Associates 0.24% Add +1.3% 4,175 $565K
Beacon Financial Advisory LLC 0.19% Add +0.2% 4,163 $564K
Point Windward Advisors Inc. 0.21% Add +3.0% 4,160 $563K
Avalon Capital Management 0.17% No change 4,121 $558K
Compound Planning, Inc. 0.03% Reduce -6.1% 4,102 $556K
Roman Butler Fullerton & Co. 0.17% No change 4,572 $555K
Global Financial Private Client, LLC 0.22% Reduce -29.1% 4,093 $554K
Founders Financial Alliance, LLC 0.15% Add +4.3% 4,050 $548K
Solstein Capital, LLC 0.29% No change 4,030 $546K
Circle Wealth Management, LLC 0.01% Add +0.1% 4,025 $545K
Watts Gwilliam & Co., LLC 0.12% — 4,021 $545K
Park Edge Advisors, LLC 0.16% Reduce -13.0% 4,022 $545K
Advisor Resource Council 0.25% New 4,021 $545K
Herbst Group, LLC 0.34% Reduce -0.1% 4,013 $544K
WASHINGTON TRUST Co 0.02% No change 4,004 $542K
Absolute Capital Management, LLC 0.32% Reduce -3.8% 4,001 $542K
Mainsail Asset Management, LLC 0.40% No change 4,000 $542K
Beaird Harris Wealth Management, LLC 0.05% New 3,992 $541K
Occidental Asset Management, LLC 0.09% Reduce -1.1% 3,978 $539K
First National Trust Co 0.02% No change 3,964 $537K
FAS Wealth Partners, Inc. 0.04% Add +8.3% 3,933 $533K
NorthRock Partners, LLC 0.02% Reduce -21.6% 3,931 $532K
Bokf, NA 0.01% No change 3,952 $532K
Channel Wealth LLC 0.17% Reduce -7.7% 3,878 $525K
Astoria Portfolio Advisors LLC. 0.18% Reduce -1.0% 3,780 $523K
Donaldson Capital Management, LLC 0.02% Reduce -0.8% 3,827 $518K
Allegheny Financial Group 0.13% Add +19.3% 3,817 $517K
Avestar Capital, LLC 0.06% Add +1.1% 3,807 $516K
Wedmont Private Capital 0.03% Add +0.2% 3,814 $516K
Venture Visionary Partners LLC 0.02% Add +2.1% 3,798 $514K
Orser Capital Management, LLC 0.37% Reduce -0.1% 3,795 $514K
IAM Advisory, LLC 0.13% Add +19.7% 3,772 $511K
Jackson Hole Capital Partners, LLC 0.11% No change 3,766 $510K
Mission Wealth Management, LP 0.01% Add +12.4% 3,748 $508K
Ledyard National Bank 0.05% Reduce -1.3% 3,746 $507K
Jaffetilchin Investment Partners, LLC 0.04% Add +0.3% 3,726 $505K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -0.3% 3,712 $503K
Ingalls & Snyder LLC 0.02% Add +1.1% 3,707 $502K
Pekin Hardy Strauss, Inc. 0.06% No change 3,701 $501K
Fiduciary Trust Co 0.01% Reduce -1.9% 3,683 $499K
InTrack Investment Management Inc 0.35% No change 3,664 $496K
Argent Trust Co 0.02% No change 3,651 $494K
Fifth Lane Capital, LP 1.28% Reduce -64.1% 3,647 $494K
Trust Point Inc. 0.04% No change 3,639 $493K
PFG Investments, LLC 0.03% Add +14.8% 3,634 $492K
Choreo, LLC 0.01% Add +1.3% 3,631 $492K
Monetary Management Group Inc. 0.13% No change 3,600 $488K
UNIVEST FINANCIAL Corp 0.03% New 3,599 $488K
Dumont & Blake Investment Advisors LLC 0.13% Reduce -49.9% 3,587 $486K
WNY Asset Management, LLC 0.06% Reduce -10.3% 3,582 $485K
Tyche Wealth Partners LLC 0.11% Reduce -1.9% 3,577 $484K
Cape Cod Five Cents Savings Bank 0.04% Reduce -21.9% 3,570 $484K
JNBA Financial Advisors 0.05% No change 3,562 $482K
USA Financial Formulas 0.07% Add +4.6% 3,559 $482K
American Institute for Advanced Investment Management, LLP 0.34% No change 3,532 $478K
Guardian Asset Advisors, LLC 0.32% Add +12.9% 3,528 $478K
LFA - Lugano Financial Advisors SA 0.32% No change 3,500 $474K
American Financial Advisors, LLC 0.06% Reduce -2.9% 3,499 $474K
Chilton Capital Management LLC 0.02% Reduce -1.6% 3,496 $473K
Cozad Asset Management Inc. 0.05% No change 3,493 $473K
Cassaday & Co Wealth Management LLC 0.01% Add +4.2% 3,484 $472K
U.S. Capital Wealth Advisors, LLC 0.02% Add +2.1% 3,482 $472K
Strategies Wealth Advisors, LLC 0.06% Reduce -5.8% 3,467 $470K
D L Carlson Investment Group Inc. 0.08% Reduce -17.4% 3,423 $464K
Glassman Wealth Services 0.08% Reduce -14.7% 3,402 $461K
Berger Financial Group, Inc 0.03% Reduce -3.5% 3,395 $460K
Archford Capital Strategies, LLC 0.07% No change 3,297 $459K
Aptus Capital Advisors, LLC 0.01% Reduce -95.6% 3,380 $458K
University of Texas/Texas Am Investment Management Co. 0.07% Reduce -7.0% 3,371 $457K
Strategic Advisors LLC 0.08% Add +3.0% 3,348 $453K
GYL Financial Synergies, LLC 0.03% Add +27.8% 3,333 $451K
Chemistry Wealth Management LLC 0.11% Reduce -15.9% 3,323 $450K
Equitable Trust Co. 0.03% No change 3,322 $450K
TD Private Client Wealth LLC 0.01% Add +8.4% 3,288 $445K
Acropolis Investment Management, LLC 0.03% Reduce -2.9% 3,288 $445K
Townsend Asset Management Corp. /NC/ 0.17% Reduce -36.2% 3,284 $445K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -2.6% 3,275 $444K
3EDGE Asset Management, LP 0.03% Reduce -33.3% 3,241 $439K
Legacies Wealth LLC 0.35% No change 3,229 $437K
Allen Investment Management, LLC 0.01% No change 3,202 $434K
Breakwater Capital Group 0.09% No change 3,196 $433K
Savant Capital, LLC 0.00% Add +41.4% 3,165 $429K
RPG Investment Advisory, LLC 0.06% No change 3,165 $429K
Howe & Rusling Inc. 0.04% Reduce -2.2% 3,164 $429K
Carson Advisory Inc. 0.27% Add +24.8% 3,153 $427K
Creegan & Nassoura Financial Group, LLC 0.27% No change 3,150 $427K
BLB&B Advisors, LLC 0.02% Add +0.0% 3,129 $424K
Davis R M Inc. 0.01% No change 3,119 $422K
Wulff, Hansen & Co. 0.38% No change 3,105 $421K
Waterloo Capital, L.P. 0.05% Add +10.7% 3,090 $418K
Bailard, Inc. 0.01% Add +0.5% 3,078 $417K
T. Rowe Price Associates Inc. 0.00% Add +7.6% 3,066 $416K
Bragg Financial Advisors, Inc 0.02% Reduce -1.9% 3,068 $416K
Valmark Advisers, Inc. 0.01% Add +20.9% 3,055 $414K
Strategic Blueprint, LLC 0.03% Reduce -28.6% 3,038 $411K
Gilman Hill Asset Management, LLC 0.07% No change 3,025 $410K
Pitcairn Co. 0.02% No change 3,025 $410K
Clare Market Investments LLC 0.11% Reduce -4.8% 3,011 $408K
Orleans Capital Management Corp. 0.23% Reduce -5.5% 3,011 $408K
Silverlake Wealth Management LLC 0.16% Reduce -49.3% 3,011 $408K
Northstar Group, Inc. 0.07% No change 2,999 $406K
Provenance Wealth Advisors, LLC 0.05% No change 2,982 $404K
Inspire Advisors, LLC 0.05% Add +38.3% 2,973 $403K
MBA Advisors LLC 0.19% Reduce -0.3% 2,970 $402K
Apollon Wealth Management, LLC 0.01% Add +14.8% 2,966 $402K
B.O.S.S. Retirement Advisors, LLC 0.08% Add +7.0% 2,962 $401K
HBK Sorce Advisory LLC 0.01% Add +4.7% 2,960 $401K
LifePro Asset Management 0.24% Reduce -4.0% 2,949 $399K
MWA Asset Management 0.27% Reduce -0.3% 2,946 $399K
Garden State Investment Advisory Services LLC 0.13% Add +9.1% 2,940 $399K
FineMark National Bank & Trust 0.01% Reduce -25.1% 2,902 $393K
Washington Trust Bank 0.04% No change 2,900 $393K
Seelaus Asset Management LLC 0.37% No change 2,895 $392K
RMR Wealth Builders 0.04% Reduce -56.0% 2,892 $392K
Monograph Wealth Advisors, LLC 0.05% No change 2,887 $391K
Goelzer Investment Management, Inc. 0.02% Reduce -1.5% 2,880 $390K
Moller Wealth Partners 0.10% Add +0.3% 2,869 $389K
Flagstar Securities, Inc. 0.10% Add +7.5% 2,869 $389K
CRA Financial Services, LLC 0.07% Add +0.1% 2,868 $388K
Haverford Trust Co 0.00% No change 2,868 $388K
Susquehanna International Group, LLP 0.00% Reduce -99.8% 2,849 $386K
Seven Springs Wealth Group, LLC 0.14% No change 2,826 $383K
Meridian Financial Advisors, LLC 0.25% No change 2,800 $379K
Swmg, LLC 0.16% Add +4.4% 2,657 $378K
Arista Wealth Management, LLC 0.09% No change 2,777 $376K
Delta Investment Management, LLC 0.08% Add +4.4% 2,775 $376K
WP Advisors, LLC 0.14% Reduce -11.4% 2,746 $372K
One Day In July LLC 0.04% Reduce -1.7% 2,744 $372K
Iams Wealth Management, LLC 0.18% Add +25.1% 2,742 $371K
Acorn Financial Advisory Services Inc. 0.07% Add +0.0% 2,717 $368K
Moneta Group Investment Advisors LLC 0.01% Add +5.1% 2,710 $367K
Cypress Capital Group 0.04% Reduce -4.4% 2,706 $367K
Source Financial Advisors LLC 0.11% Add +53.4% 2,699 $366K
Nvwm, LLC 0.09% No change 2,675 $362K
Invictus Private Wealth, LLC 0.03% Reduce -1.9% 2,659 $360K
Destiny Wealth Partners, LLC 0.06% No change 2,658 $360K
Councilmark Asset Management, LLC 0.24% No change 2,650 $359K
Auxano Advisors, LLC 0.09% No change 2,636 $357K
American National Bank & Trust 0.04% Reduce -4.9% 2,622 $355K
Fingerlakes Wealth Management, Inc. 0.29% Add +0.3% 2,608 $353K
KMG Fiduciary Partners, LLC 0.03% No change 2,568 $348K
Visionary Wealth Advisors 0.02% Reduce -15.0% 2,531 $343K
Dearborn Partners LLC 0.01% Add +11.0% 2,515 $341K
Ifrah Financial Services, Inc. 0.09% Add +0.1% 2,511 $340K
Americana Partners, LLC 0.02% Reduce -1.4% 2,510 $340K
Financial Management Network Inc. 0.07% Add +0.1% 2,500 $339K
tru Independence LLC 0.10% Add +2.5% 2,492 $338K
PVG Asset Management Corp. 1.35% New 2,489 $337K
Ritholtz Wealth Management 0.01% Reduce -8.4% 2,486 $337K
Strategy Asset Managers LLC 0.06% Add +0.9% 2,474 $335K
Hazlett, Burt & Watson, Inc. 0.15% No change 2,488 $335K
Eagle Ridge Investment Management 0.03% Reduce -6.6% 2,472 $335K
KG Capital Management 0.11% Reduce -0.9% 2,470 $334K
Private Management Group Inc. 0.01% Reduce -1.3% 2,457 $333K
Sharkey, Howes & Javer 0.05% New 2,450 $332K
Mosley Wealth Management 0.23% New 2,381 $330K
Keel Point, LLC 0.03% Add +8.2% 2,429 $329K
Brown Miller Wealth Management, LLC 0.13% Reduce -40.0% 2,422 $328K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -1.6% 2,415 $327K
Stonebrook Private Inc. 0.09% Add +14.0% 2,412 $327K
Main Street Financial Solutions, LLC 0.03% Reduce -30.9% 2,409 $326K
First United Bank & Trust 0.12% Reduce -0.7% 2,404 $326K
Turtle Creek Wealth Advisors, LLC 0.07% Add +50.4% 2,398 $325K
Montecito Bank & Trust 0.06% No change 2,390 $324K
Legacy Capital Group California, Inc. 0.11% New 2,389 $324K
Evoke Wealth, LLC 0.01% New 2,385 $323K
First Trust Direct Indexing L.P. 0.02% New 2,383 $323K
Peoples Bank 0.22% No change 2,379 $322K
McKinley Carter Wealth Services, Inc. 0.02% Add +5.4% 2,348 $318K
Adirondack Trust Co. 0.12% Reduce -2.9% 2,338 $317K
Simon Quick Advisors, LLC 0.02% Add +0.2% 2,335 $316K
Titleist Asset Management, LLC 0.05% Add +0.0% 2,331 $316K
Cavalier Investments, LLC 0.10% Add +6.3% 2,330 $316K
Sebold Capital Management, Inc. 0.21% Reduce -4.4% 2,328 $315K
Traynor Capital Management, Inc. 0.03% Reduce -0.3% 2,309 $313K
Oxler Private Wealth LLC 0.11% Add +0.3% 2,307 $312K
Sheaff Brock Investment Advisors, LLC 0.03% No change 2,300 $312K
Householder Group Estate & Retirement Specialist, LLC 0.09% Add +1.5% 2,303 $311K
Bleakley Financial Group, LLC 0.01% Reduce -29.3% 2,293 $311K
Bridge Advisory, LLC 0.15% Add +0.3% 2,291 $310K
Mainstream Capital Management LLC 0.26% — 2,291 $310K
Pure Financial Advisors, LLC 0.01% Add +0.5% 2,286 $310K
Sterling Investment Management, LLC 0.23% Reduce -1.4% 2,282 $309K
Elm Partners Management LLC 0.02% New 2,260 $306K
Centennial Bank 0.14% No change 2,250 $305K
Core Wealth Partners LLC 0.18% Add +0.4% 2,243 $304K
Verum Partners LLC 0.09% Reduce -5.1% 2,239 $303K
Cornerstone Capital, Inc. 0.03% No change 2,230 $302K
German American Bancorp, Inc. 0.03% Add +5.0% 2,221 $301K
Greenleaf Trust 0.00% Add +12.2% 2,221 $301K
Tennessee Valley Asset Management Partners 0.05% Reduce -20.4% 2,221 $301K
Cary Street Partners Asset Management LLC 0.04% New 2,210 $299K
ABLE Financial Group, LLC 0.09% Add +2.9% 2,206 $299K
Westfuller Advisors, LLC 0.21% — 2,196 $297K
Waldron Private Wealth LLC 0.01% No change 2,183 $296K
TruWealth Advisors, LLC 0.02% Add +0.1% 2,182 $296K
NorthCrest Asset Manangement, LLC 0.01% Reduce -93.8% 2,180 $295K
Betterment LLC 0.00% Add +4.2% 2,168 $294K
Smith, Moore & Co. 0.03% Reduce -3.9% 2,149 $291K
Financial Partners Group, Inc 0.04% Add +1.0% 2,146 $291K
Talisman Wealth Advisors LLC 0.31% Add +0.1% 2,155 $291K
Verity & Verity, LLC 0.03% No change 2,139 $290K
Marcum Wealth, LLC 0.03% No change 2,139 $290K
Schrum Private Wealth Management LLC 0.15% New 2,136 $289K
HUB Investment Partners, LLC 0.01% No change 2,127 $288K
Evergreen Capital Management LLC 0.01% Reduce -2.4% 2,123 $288K
TrueWealth Advisors, LLC 0.10% Reduce -5.7% 2,120 $287K
Hudock, Inc. 0.05% Add +0.2% 2,116 $287K
Coldstream Capital Management Inc. 0.01% Add +6.4% 2,091 $286K
Symphony Financial Services, Inc. 0.24% Reduce -11.1% 2,107 $285K
Optimum Investment Advisors 0.12% No change 2,100 $284K
Aries Wealth Management 0.08% Reduce -9.4% 2,099 $284K
EWG Elevate Inc. 0.11% No change 2,093 $283K
Fourpath Capital Management, LLC 0.05% New 2,069 $280K
Peak Financial Management, Inc. 0.08% No change 2,050 $278K
Whitener Capital Management, Inc. 0.08% Add +5.3% 2,044 $277K
Birchcreek Wealth Management, LLC 0.18% Reduce -83.5% 2,038 $276K
Family Firm, Inc. 0.06% Add +0.3% 2,036 $276K
Chicago Partners Investment Group LLC 0.01% Reduce -4.7% 2,012 $275K
Centennial Wealth Advisory LLC 0.11% Add +9.1% 2,025 $274K
Baldwin Investment Management, LLC 0.03% No change 2,020 $274K
UMB Bank, n.a. 0.00% No change 2,014 $273K
Stone Summit Wealth LLC 0.09% Reduce -1.1% 2,005 $272K
Pinnacle Financial Partners Inc 0.01% Reduce -18.7% 2,002 $271K
Zacks Investment Management 0.00% Reduce -14.7% 2,001 $271K
Provident Wealth Management, LLC 0.09% No change 2,000 $271K
Motco 0.03% No change 1,999 $271K
Caldwell Trust Co 0.03% Add +24.8% 1,990 $270K
Horizon Wealth Management, LLC 0.05% No change 1,986 $269K
Chatham Capital Group, Inc. 0.04% No change 1,985 $269K
Legacy Edge Advisors, LLC 0.04% Reduce -14.8% 1,970 $267K
Park National Corp. 0.01% Reduce -7.5% 1,967 $266K
American State Bank (Iowa) 0.16% Reduce -0.5% 1,966 $266K
Bison Wealth, LLC 0.04% Reduce -42.8% 1,956 $265K
Means Investment Co., Inc. 0.03% Add +12.7% 1,948 $264K
Summit X, LLC 0.06% Reduce -5.3% 2,163 $264K
L & S Advisors Inc 0.03% Reduce -98.3% 1,936 $262K
OneAscent Wealth Management LLC 0.10% Reduce -15.2% 1,937 $262K
Narwhal Capital Management 0.02% No change 1,925 $261K
NFSG Corp 0.09% Reduce -3.4% 1,924 $261K
Stack Financial Management, Inc 0.02% Reduce -5.2% 1,913 $259K
Spirepoint Private Client, LLC 0.03% No change 1,906 $258K
Novak & Powell Financial Services, Inc. 0.15% Add +1.3% 1,903 $258K
Tiemann Investment Advisors, LLC 0.11% No change 1,900 $257K
Rwa Wealth Partners, LLC 0.00% Reduce -25.1% 1,900 $257K
Crewe Advisors LLC 0.03% Add +858.1% 1,897 $257K
Penobscot Investment Management Company, Inc. 0.02% Add +3.1% 1,897 $257K
Straight Path Wealth Management 0.11% Add +0.5% 1,890 $256K
BSW Wealth Partners 0.04% No change 1,882 $255K
Sage Capital Management, LLC 0.12% Add +0.3% 1,880 $255K
Sequent Planning LLC 0.09% Add +7.9% 1,874 $254K
Arlington Capital Management, Inc. 0.21% Add +11.5% 1,872 $254K
Innova Wealth Partners 0.21% Reduce -95.4% 1,872 $254K
BlackDiamond Wealth Management, LLC 0.15% Reduce -22.0% 1,783 $253K
Gallacher Capital Management LLC 0.12% Add +3.2% 1,865 $253K
Cullen/Frost Bankers, Inc. 0.00% Add +3.9% 1,864 $252K
Fielder Capital Group LLC 0.08% Reduce -9.8% 1,860 $252K
180 Wealth Advisors, LLC 0.04% Reduce -2.6% 1,857 $252K
Mission Creek Capital Partners, Inc. 0.06% Add +0.2% 1,852 $251K
WealthTrust Axiom LLC 0.07% No change 1,841 $249K
Synergy Financial Group, LTD 0.24% Add +7.3% 1,840 $249K
Tandem Capital Management Corp. 0.13% No change 1,840 $249K
Noesis Capital Mangement Corp. 0.05% New 1,840 $249K
Integral Investment Advisors, Inc. 0.07% Add +7.9% 1,840 $249K
GDS Wealth Management 0.02% Reduce -96.8% 1,832 $248K
Clearstead Advisors, LLC 0.00% Reduce -2.6% 1,823 $247K
Stratos Investment Management, LLC 0.02% New 1,813 $246K
Obsidian Cio, LLC 0.05% Add +0.2% 1,812 $245K
TNF LLC 0.09% Reduce -0.1% 1,807 $245K
Forum Financial Management, LP 0.00% Add +0.5% 1,796 $243K
Paragon Financial Partners, Inc. 0.18% Add +0.2% 1,787 $242K
Journey Strategic Wealth LLC 0.01% Reduce -4.4% 1,786 $242K
SevenBridge Financial Group, LLC 0.05% No change 1,682 $241K
Rollins Financial Advisors, LLC 0.04% Reduce -13.4% 1,776 $241K
Halbert Hargrove Global Advisors, LLC 0.01% New 1,775 $240K
Concorde Asset Management, LLC 0.14% Reduce -33.3% 1,768 $239K
Garrison Point Advisors, LLC 0.15% Add +6.6% 1,759 $238K
Fifth Third Wealth Advisors LLC 0.01% New 1,759 $238K
Valicenti Advisory Services Inc. 0.06% Add +6.7% 1,760 $238K
Financial Freedom, LLC 0.13% No change 1,756 $238K
Beese Fulmer Investment Management, Inc. 0.02% Reduce -0.3% 1,754 $238K
Northwest Financial Advisors 0.19% New 1,751 $237K
Legacy Financial Strategies, LLC 0.05% New 1,750 $237K
Grant/GrossMendelsohn, LLC 0.10% New 1,746 $236K
Banco Santander, S.A. 0.00% Reduce -5.5% 1,730 $234K
Wetzel Investment Advisors, Inc. 0.12% Add +4.7% 1,726 $234K
Savvy Advisors, Inc. 0.05% New 1,724 $233K
Stolper Co 0.08% No change 1,722 $233K
Chris Bulman Inc 0.16% New 1,718 $233K
Lifeworks Advisors, LLC 0.05% Add +2.1% 1,717 $233K
Independent Advisor Alliance 0.01% New 1,713 $232K
Bristlecone Advisors, LLC 0.02% No change 1,711 $232K
Investment Partners Asset Management, Inc. 0.19% No change 1,704 $231K
Gray Wealth Management Inc. 0.09% Add +0.1% 1,704 $231K
Prostatis Group LLC 0.08% Add +1.9% 1,702 $231K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -70.0% 1,700 $229K
Fairview Capital Investment Management, LLC 0.01% New 1,687 $228K
Invst, LLC 0.03% Reduce -50.9% 1,686 $228K
Quadcap Wealth Management, LLC 0.04% Reduce -1.7% 1,683 $228K
Blue Bell Private Wealth Management, LLC 0.04% Add +7.4% 1,678 $227K
Mayflower Financial Advisors, LLC 0.03% No change 1,664 $225K
Fort Point Capital Partners LLC 0.03% New 1,663 $225K
Chapin Davis, Inc. 0.07% No change 1,663 $225K
Nadler Financial Group, Inc. 0.02% New 1,655 $224K
Avantax Planning Partners, Inc. 0.01% Reduce -4.3% 1,653 $224K
NorthCoast Asset Management LLC 0.00% New 2,554 $224K
Mattern Wealth Management LLC 0.05% No change 1,650 $223K
Prio Wealth Limited Partnership 0.01% No change 1,645 $223K
Wealth Alliance, LLC 0.03% New 1,632 $221K
Pittenger & Anderson Inc. 0.01% Reduce -3.0% 1,615 $219K
Precedent Wealth Partners, LLC 0.07% New 1,612 $218K
WESPAC Advisors, LLC 0.16% New 1,608 $218K
FinTrust Capital Advisors, LLC 0.04% No change 1,607 $218K
Delta Financial Group, Inc. 0.08% Reduce -9.2% 1,599 $217K
Cladis Investment Advisory, LLC 0.15% New 1,600 $217K
Global Trust Asset Management, LLC 0.08% Add +54.6% 1,600 $217K
First Command Advisory Services, Inc. 0.00% Reduce -5.8% 1,600 $217K
Capital Advisors Inc. 0.00% New 1,597 $216K
Sigma Investment Counselors Inc. 0.01% New 1,595 $216K
Pictet Asset Management Holding SA 0.00% New 1,592 $216K
Capitol Family Office, Inc. 0.27% New 1,585 $215K
BIP Wealth, LLC 0.01% New 1,570 $213K
Annex Advisory Services, LLC 0.01% New 1,561 $211K
Tiller Private Wealth, Inc. 0.09% New 1,560 $211K
Hoxton Planning & Management, LLC 0.08% New 1,560 $211K
Gray Private Wealth, LLC 0.13% New 1,559 $211K
L.M. Kohn & Company 0.05% New 1,533 $208K
Front Row Advisors LLC 0.07% Reduce -12.3% 1,517 $205K
Daymark Wealth Partners, LLC 0.01% New 1,509 $204K
New England Private Wealth Advisors LLC 0.03% New 1,504 $204K
Friedenthal Financial 0.12% Add +1346.2% 1,504 $204K
Navis Wealth Advisors, LLC 0.22% New 1,500 $203K
Grandfield & Dodd, LLC 0.01% New 1,500 $203K
Alpha Cubed Investments, LLC 0.01% New 1,500 $203K
First Citizens Financial Corp 0.11% New 1,496 $203K
Roundview Capital LLC 0.01% New 1,482 $201K
Evolution Wealth Advisors, LLC 0.04% New 1,481 $201K
Capstone Financial Advisors, Inc. 0.01% New 1,478 $200K
Carolinas Wealth Consulting LLC 0.04% Reduce -2.1% 1,455 $197K
Quantbot Technologies LP 0.01% New 1,451 $197K
SYM FINANCIAL Corp 0.03% No change 1,426 $193K
Johnson Financial Group, Inc. 0.01% Add +645.0% 1,408 $191K
Picton Mahoney Asset Management 0.01% Add +27.3% 1,400 $190K
Ancora Advisors LLC 0.00% No change 1,350 $183K
Missouri Trust & Investment Co 0.06% No change 1,343 $182K
Dagco, Inc. 0.07% No change 1,327 $180K
Hollencrest Capital Management 0.01% No change 1,307 $177K
Signaturefd, LLC 0.00% Reduce -2.8% 1,296 $175K
HM Payson & Co. 0.00% Reduce -29.8% 1,269 $172K
Lanark Financial, Inc. 0.01% Reduce -17.1% 1,267 $171K
Paladin Advisory Group, LLC 0.12% No change 1,246 $169K
Byrne Asset Management LLC 0.12% Add +0.7% 1,245 $169K
Valley Wealth Managers, Inc. 0.01% Reduce -2.3% 1,244 $168K
Y.D. More Investments Ltd 0.02% Add +5.1% 1,241 $168K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +13.3% 1,233 $167K
Angeles Wealth Management, LLC 0.01% Add +490.2% 1,204 $163K
Avion Wealth 0.04% Reduce -5.5% 1,203 $162K
Raffa Wealth Management, LLC 0.04% No change 1,191 $161K
Wellington Shields Capital Management, LLC 0.03% No change 1,184 $160K
United Community Bank 0.06% Reduce -1.4% 1,154 $156K
SouthState Bank Corp 0.01% No change 1,146 $155K
Community Bank, N.A. 0.02% Add +9.6% 1,140 $154K
Beacon Capital Management, LLC 0.02% Add +14.6% 1,133 $153K
Parkside Financial Bank & Trust 0.02% Reduce -26.3% 1,120 $152K
Continuum Advisory, LLC 0.02% Add +59.2% 1,084 $152K
Carmichael Hill & Associates, Inc. 0.05% Reduce -24.4% 1,086 $147K
Assetmark, Inc. 0.00% Reduce -99.4% 1,078 $146K
CVA Family Office, LLC 0.02% No change 1,050 $142K
Brown Brothers Harriman & Co. 0.00% Reduce -22.7% 1,038 $141K
West Oak Capital, LLC 0.07% No change 1,035 $140K
Delos Wealth Advisors, LLC 0.12% Reduce -1.6% 1,017 $138K
Marquette Asset Management, LLC 0.02% New 1,011 $137K
Transcendent Capital Group LLC 0.07% No change 1,000 $135K
Shay Capital LLC 0.04% New 1,000 $135K
Schroder Investment Management Group 0.00% New 950 $129K
PSI Advisors, LLC 0.04% No change 948 $128K
Bangor Savings Bank 0.01% Reduce -10.8% 930 $126K
Ameritas Investment Partners, Inc. 0.00% Add +0.2% 921 $125K
Valley National Advisers Inc. 0.02% No change 922 $124K
Aspire Private Capital, LLC 0.03% No change 903 $122K
City Holding Co. 0.02% Add +4.7% 899 $122K
Resources Management Corp. /CT/ 0.02% No change 892 $121K
LRI Investments, LLC 0.01% No change 859 $120K
Vestor Capital, LLC 0.01% Reduce -26.3% 884 $120K
Harbor Investment Advisory, LLC 0.01% Add +4.9% 878 $119K
Marathon Trading Investment Management LLC 0.06% Reduce -3.3% 870 $118K
MilWealth Group LLC 0.03% No change 869 $118K
Farmers & Merchants Investments Inc. 0.00% No change 808 $109K
Wintrust Investments LLC 0.08% Reduce -89.5% 776 $105K
Cherry Tree Wealth Management, LLC 0.02% No change 764 $103K
Silver Oak Securities, Incorporated 0.01% Add +61.7% 765 $103K
Westside Investment Management, Inc. 0.02% Reduce -2.5% 773 $102K
Plante Moran Financial Advisors, LLC 0.01% No change 728 $99K
MCF Advisors LLC 0.01% No change 714 $97K
Manchester Capital Management LLC 0.01% Add +18.6% 714 $97K
Bollard Group LLC 0.00% Add +0.1% 712 $96K
Wellington Shields & Co., LLC 0.03% Add +0.1% 694 $94K
Covestor Ltd 0.06% Reduce -6.1% 676 $91K
Atticus Wealth Management, LLC 0.03% No change 660 $89K
Bessemer Group Inc. 0.00% Add +132.3% 655 $89K
Bartlett & Co. Wealth Management LLC 0.00% No change 655 $89K
Indiana Trust & Investment Management Co 0.03% No change 631 $85K
Caldwell Sutter Capital, Inc. 0.04% No change 610 $83K
Sachetta, LLC 0.03% New 610 $83K
HHM Wealth Advisors, LLC 0.01% No change 593 $80K
TCTC Holdings, LLC 0.00% No change 591 $80K
Park Place Capital Corp 0.02% Reduce -25.4% 575 $78K
Pacific Center for Financial Services 0.02% No change 573 $78K
Horrell Capital Management, Inc. 0.02% No change 571 $77K
Arax Advisory Partners 0.01% No change 537 $73K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 536 $73K
Tanglewood Legacy Advisors, LLC 0.03% No change 535 $72K
DT Investment Partners, LLC 0.01% Add +48.3% 528 $72K
Banque Cantonale Vaudoise 0.00% Add +41.8% 519 $70K
Investors Research Corp 0.01% Add +366.7% 504 $68K
Granite FO LLC 0.04% New 500 $68K
Salem Investment Counselors Inc. 0.00% No change 500 $68K
New Republic Capital, LLC 0.04% Reduce -19.1% 493 $67K
Tidemark, LLC 0.03% Add +0.2% 484 $66K
Compagnie Lombard Odier SCmA 0.00% New 480 $65K
GAMMA Investing LLC 0.01% Add +254.8% 479 $65K
Quadrant Capital Group LLC 0.00% No change 478 $65K
Grove Bank & Trust 0.01% Reduce -50.0% 475 $64K
Bank of New Hampshire 0.02% No change 463 $63K
Wagner Wealth Management, LLC 0.02% Reduce -74.9% 455 $62K
Sunbelt Securities, Inc. 0.01% Add +37.5% 451 $61K
ORG Partners LLC 0.01% Add +525.0% 450 $61K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 430 $58K
Oliver Lagore Vanvalin Investment Group 0.02% Add +0.2% 425 $58K
Union Savings Bank 0.03% Reduce -21.5% 419 $57K
Bell Investment Advisors, Inc 0.01% Reduce -10.6% 414 $56K
Caitlin John, LLC 0.04% Reduce -44.6% 394 $56K
Strengthening Families & Communities, LLC 0.01% Add +0.2% 412 $56K
Register Financial Advisors LLC 0.03% Add +0.3% 400 $54K
Old Second National Bank of Aurora 0.01% No change 400 $54K
Tompkins Financial Corp. 0.01% No change 392 $53K
Coppell Advisory Solutions LLC 0.01% Reduce -13.4% 393 $53K
Anchor Investment Management, LLC 0.01% No change 388 $53K
Russell Investments Group, Ltd. 0.00% Add +2152.9% 383 $52K
Armor Investment Advisors, LLC 0.02% No change 381 $52K
St Germain D J Co. Inc. 0.00% No change 374 $51K
Hantz Financial Services, Inc. 0.00% Reduce -33.4% 351 $48K
Sage Mountain Advisors LLC 0.00% No change 352 $48K
Peoples Financial Services Corp. 0.02% No change 349 $47K
Truvestments Capital LLC 0.01% New 343 $46K
Pinnacle Bancorp, Inc. 0.01% Add +12.0% 336 $46K
Hamilton Point Investment Advisors, LLC 0.01% No change 333 $45K
Sugarloaf Wealth Management, LLC 0.01% Add +28.4% 330 $45K
WestEnd Advisors, LLC 0.00% Reduce -29.8% 330 $45K
Archer Investment Corp 0.01% No change 329 $45K
Princeton Global Asset Management LLC 0.01% No change 318 $43K
Sound Income Strategies, LLC 0.00% Add +31.9% 310 $42K
Operose Advisors LLC 0.01% No change 306 $41K
Franklin Resources Inc. 0.00% Reduce -60.6% 296 $41K
Cedar Wealth Management, LLC 0.01% No change 300 $41K
Davis Capital Management 0.03% No change 279 $38K
Blue Trust, Inc. 0.00% Add +97.3% 292 $36K
Legacy Bridge, LLC 0.02% No change 250 $34K
Planned Solutions, Inc. 0.01% New 250 $34K
Rothschild Investment LLC 0.00% Add +0.4% 246 $33K
DecisionPoint Financial, LLC 0.01% No change 243 $33K
Clear Point Advisors Inc. 0.02% Add +0.4% 228 $31K
Edmond DE Rothschild Holding S.A. 0.00% Add +58.9% 224 $30K
Pathway Financial Advisers, LLC 0.01% Reduce -15.8% 219 $30K
Ashton Thomas Securities, LLC 0.01% Add +30.3% 215 $29K
Hemington Wealth Management 0.01% New 210 $28K
FSA Wealth Management LLC 0.01% — 200 $27K
Acima Private Wealth, LLC 0.01% No change 196 $27K
Bellevue Asset Management, LLC 0.01% No change 192 $26K
Key Financial Inc 0.01% No change 192 $26K
McIlrath & Eck, LLC 0.00% Add +0.5% 190 $26K
Founders Capital Management 0.02% Add +0.5% 186 $25K
Highline Wealth Partners LLC 0.01% Reduce -17.8% 185 $25K
Northwest Investment Counselors, LLC 0.01% New 179 $24K
MassMutual Private Wealth & Trust, FSB 0.00% Add +30.8% 174 $24K
Main Street Group, LTD 0.01% Add +380.6% 173 $23K
Winch Advisory Services, LLC 0.01% Add +0.6% 167 $23K
Center for Financial Planning, Inc. 0.00% No change 165 $22K
Capital Analysts, LLC 0.00% Add +26.4% 158 $21K
Phillips Financial Management, LLC 0.00% New 150 $20K
Luken Investment Analytics, LLC 0.01% No change 150 $20K
Pacifica Partners Inc. 0.01% No change 150 $20K
Colonial Trust Co / SC 0.00% No change 150 $20K
Steph & Co. 0.01% No change 139 $19K
LGT Financial Advisors LLC 0.05% Reduce -22.3% 136 $18K
Versant Capital Management, Inc 0.00% Reduce -58.8% 136 $18K
CarsonAllaria Wealth Management, Ltd. 0.01% New 134 $18K
WR Wealth Planners, LLC 0.01% No change 133 $18K
Costello Asset Management, INC 0.01% No change 130 $18K
Hartford Financial Management Inc. 0.00% No change 126 $17K
MTM Investment Management, LLC 0.01% No change 115 $16K
Claris Advisors, LLC / Mo / 0.01% New 113 $15K
Piscataqua Savings Bank 0.01% No change 106 $14K
JDM Financial Group LLC 0.01% No change 100 $14K
Ransom Advisory, Ltd 0.01% New 100 $14K
Lowe Wealth Advisors, LLC 0.01% No change 100 $14K
Elevation Wealth Partners, LLC 0.01% No change 100 $14K
Cordgrass Capital Advisors, LLC 0.00% Reduce -48.5% 100 $14K
Biltmore Family Office, LLC 0.00% No change 100 $14K
Signature Resources Capital Management, LLC 0.01% No change 95 $13K
Concord Wealth Partners 0.00% Reduce -13.3% 91 $12K
Frazier Financial Advisors, LLC 0.01% Reduce -37.3% 89 $12K
First PREMIER Bank 0.00% No change 91 $12K
Halpern Financial, Inc. 0.00% New 83 $11K
Creekmur Asset Management LLC 0.00% Reduce -27.7% 81 $11K
Abound Wealth Management 0.00% No change 79 $11K
Tortoise Investment Management, LLC 0.00% Reduce -81.2% 79 $11K
Oakworth Capital, Inc. 0.00% No change 78 $11K
PFS Partners, LLC 0.01% Add +1.4% 75 $10K
McClarren Financial Advisors, Inc. 0.00% Reduce -36.4% 77 $10K
Smithfield Trust Co 0.00% No change 71 $10K
Annapolis Financial Services, LLC 0.00% No change 73 $10K
Financial Network Wealth Advisors LLC 0.01% No change 70 $9K
REAP Financial Group, LLC 0.00% Reduce -2.9% 67 $9K
Arvest Investments, Inc. 0.00% No change 63 $9K
Jamison Private Wealth Management, Inc. 0.00% New 63 $9K
Northwest Capital Management Inc 0.00% No change 61 $8K
SRH Advisors, LLC 0.00% Reduce -45.5% 60 $8K
Ruedi Wealth Management, Inc. 0.00% No change 57 $8K
Rakuten Securities, Inc. 0.00% Add +460.0% 56 $8K
City State Bank 0.00% Add +96.4% 55 $7K
Eukles Asset Management 0.00% No change 54 $7K
Ascentis Independent Advisors 0.00% New 51 $7K
Barrett & Company, Inc. 0.00% New 50 $7K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 50 $7K
Citizens National Bank Trust Department 0.00% Reduce -60.0% 50 $7K
Ascentis Wealth Management, LLC 0.00% — 47 $6K
SJS Investment Consulting Inc. 0.00% No change 46 $6K
Financial Gravity Companies, Inc. 0.00% — 46 $6K
Hobbs Group Advisors, LLC 0.00% No change 40 $5K
Raleigh Capital Management Inc. 0.00% Reduce -99.6% 39 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 40 $5K
Coston, McIsaac & Partners 0.00% No change 39 $5K
Morse Asset Management, Inc 0.00% New 35 $5K
Advanced Asset Management Advisors Inc 0.00% No change 37 $5K
Mather Group, Llc. 0.00% Reduce -99.0% 31 $4K
Legacy Investment Solutions, LLC 0.00% — 27 $4K
Legacy Wealth Managment, LLC 0.00% — 27 $4K
Guardian Wealth Advisors, LLC / NC 0.00% No change 28 $4K
Logan Capital Management Inc. 0.00% No change 25 $3K
Ulland Investment Advisors, LLC 0.00% No change 25 $3K
TruNorth Capital Management, LLC 0.00% No change 22 $3K
Red Tortoise LLC 0.00% No change 19 $3K
Central Pacific Bank - Trust Division 0.00% No change 19 $3K
POM Investment Strategies, LLC 0.00% Reduce -89.0% 16 $2K
Cape Investment Advisory, Inc. 0.00% No change 15 $2K
M&R Capital Management Inc. 0.00% No change 12 $2K
Macroview Investment Management LLC 0.00% No change 12 $2K
Thompson Investment Management, Inc. 0.00% No change 10 $1K
Daiwa Securities Group Inc. 0.00% No change 10 $1K
Weaver Capital Management LLC 0.00% Reduce -97.8% 6 $813
CGC Financial Services, LLC 0.00% No change 5 $677
Cassady Schiller Wealth Management, LLC 0.00% No change 3 $406
Peterson Financial Group, Inc. 0.00% New 1 $174

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