SS Industrial Select SectorXLIETF

13F holders, Q4 2024 (December 31)
1,373holders +108
111new positions
87sold out
7famous investors
$131.76avg. 13F price*

At the end of Q4 2024, 1,373 institutions reported holding SS Industrial Select Sector (XLI) in their 13F filings, up 108 from Q3 2024. 111 opened new positions and 87 sold out. The largest holders were Bank of America Corp. ($2.0B), JPMorgan Chase & Co. ($1.2B) and Morgan Stanley ($1.2B). 7 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
SS Industrial Select Sector
Filed as
SELECT SECTOR SPDR TR (Q4 2024)
CUSIP
81369Y704
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions111$456.0M
Exits87$342.4M

All 13F filers, Q3 2024 → Q4 2024: 27,474,118 shares bought and 14,162,183 shares sold, net +13,311,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,373 holders

Bank of America Corp. 0.19% Reduce -13.4% 15,229,845 $2.0B
JPMorgan Chase & Co. 0.09% Add +25.9% 8,922,823 $1.2B
Morgan Stanley 0.08% Add +1.5% 8,753,929 $1.2B
BNP Paribas Financial Markets 0.82% Add +315.0% 7,930,823 $1.0B
UBS Group AG 0.20% Add +90.5% 6,861,166 $904.0M
Wells Fargo & Company 0.19% Add +6.1% 6,078,036 $800.8M
Citigroup Inc. 0.69% Add +22.5% 5,465,198 $720.1M
Goldman Sachs Group Inc. 0.13% Reduce -17.0% 5,339,794 $703.6M
LPL Financial LLC 0.25% Add +12.5% 4,670,645 $615.4M
Ameriprise Financial Inc. 0.12% Add +12.8% 3,615,778 $476.8M
Migdal Insurance & Financial Holdings Ltd. 6.13% Add +61.5% 3,245,130 $427.6M
CHURCHILL MANAGEMENT Corp 3.60% Add +0.8% 2,506,323 $330.2M
Healthcare of Ontario Pension Plan Trust Fund 0.70% Reduce -7.5% 2,450,000 $322.8M
Natixis 2.10% Reduce -17.5% 2,350,000 $309.6M
Menora Mivtachim Holdings LTD. 1.63% Add +11790.4% 1,973,804 $260.1M
Raymond James Financial Inc. 0.09% — 1,939,469 $255.5M
Fisher Asset Management 0.10% Reduce -4.9% 1,894,862 $249.7M
Royal Bank of Canada 0.05% Reduce -8.2% 1,770,186 $233.2M
ING Groep NV 1.56% Add +13.0% 1,753,216 $231.0M
Phoenix Financial Ltd. 3.10% Add +1383.4% 1,723,153 $227.0M
Cibc World Market Inc. 0.49% Add +45.4% 1,628,431 $214.6M
BlackRock, Inc. 0.00% Add +13.2% 1,320,862 $174.0M
Citadel Advisors 0.16% Add +246.3% 1,313,825 $173.1M
Envestnet Asset Management Inc. 0.05% Reduce -27.7% 1,220,723 $160.8M
TD Asset Management Inc 0.13% No change 1,137,100 $149.8M
Factory Mutual Insurance Co. 1.58% No change 1,108,500 $146.1M
PGIM Custom Harvest LLC 2.57% Add +0.8% 998,985 $131.6M
Clal Insurance Enterprises Holdings Ltd 1.06% New 894,000 $117.8M
Meitav Investment House Ltd. 1.83% Reduce -2.0% 824,741 $108.7M
Bank of Montreal 0.05% Reduce -0.5% 800,291 $105.4M
Barclays PLC 0.04% Reduce -61.7% 657,639 $86.7M
Mirae Asset Securities (usa) Inc. 4.00% Reduce -58.1% 650,000 $85.6M
Qube Research & Technologies Ltd 0.14% Add +684.5% 627,981 $82.7M
Harel Insurance Investments & Financial Services Ltd. 1.34% Reduce -50.1% 621,543 $81.9M
Wolverine Trading, LLC 1.71% Add +12.7% 575,978 $76.0M
Commonwealth Equity Services, LLC 0.10% Add +1.8% 519,037 $68.4M
Stifel Financial Corp. 0.07% Add +6.3% 516,517 $68.1M
Sumitomo Mitsui Financial Group, Inc. 0.81% New 458,000 $60.4M
RiverFront Investment Group, LLC 1.28% Add +2.5% 425,756 $56.1M
Agf Management Ltd. 0.28% Reduce -39.7% 423,017 $55.7M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 4.31% No change 415,012 $54.6M
Cetera Investment Advisers 0.11% Add +4.7% 388,524 $51.2M
Thrivent Financial for Lutherans 0.10% Add +34.9% 367,737 $50.3M
Northern Trust Corp. 0.01% Add +0.3% 364,507 $48.0M
HighTower Advisors, LLC 0.07% Add +2.4% 360,701 $47.5M
Osaic Holdings, Inc. 0.11% Reduce -7.5% 357,406 $47.1M
Caption Management, LLC 1.93% New 354,991 $46.8M
Trust Asset Management LLC 3.64% No change 352,951 $46.5M
FIL Ltd 0.04% Reduce -43.5% 349,839 $46.1M
Private Advisor Group, LLC 0.26% Add +6.0% 349,672 $46.1M
Advisory Alpha, LLC 1.63% Add +0.9% 346,864 $45.7M
Truist Financial Corp. 0.07% Reduce -6.1% 346,525 $45.7M
Capital Fund Management S.A. 0.44% Reduce -52.8% 334,991 $44.1M
Cornerstone Advisors, LLC 1.71% Add +1.0% 325,200 $42.8M
Rockefeller Capital Management L.P. 0.11% Add +9.5% 316,496 $41.7M
Campbell Wealth Management 3.75% Add +1.9% 315,965 $41.6M
PNC Financial Services Group, Inc. 0.03% Reduce -3.3% 303,636 $40.0M
1832 Asset Management L.P. 0.07% Add +1953.1% 290,206 $38.2M
J.Safra Asset Management Corp 3.10% Reduce -21.4% 289,204 $38.2M
Swan Global Investments, LLC 1.80% Reduce -13.1% 281,872 $37.1M
Alps Advisors Inc. 0.23% Add +3.3% 274,516 $36.2M
MML Investors Services, LLC 0.12% Reduce -27.7% 266,341 $35.1M
KCM Investment Advisors LLC 1.16% Reduce -1.6% 253,576 $33.4M
Balyasny Asset Management L.P. 0.08% New 242,536 $32.0M
Biltmore Wealth Management, LLC 12.67% Reduce -0.2% 230,927 $30.4M
Greenwood Gearhart LLC 2.08% Add +8.5% 229,478 $30.2M
Janney Montgomery Scott LLC 0.08% Add +4.3% 229,276 $30.2M
CW Advisors, LLC 0.41% Reduce -3.5% 228,295 $30.1M
Tower Research Capital LLC (TRC) 0.60% Add +402.4% 227,634 $30.0M
Full Sail Capital, LLC 1.90% Reduce -1.4% 226,450 $29.8M
Peapack Gladstone Financial Corp. 0.43% Reduce -2.0% 225,130 $29.7M
Cullen Capital Management, LLC 0.34% Add +4620.5% 219,974 $29.0M
US Bancorp \de 0.04% Add +1.9% 216,033 $28.5M
Lido Advisors, LLC 0.17% Add +1.1% 208,138 $27.4M
Mariner, LLC 0.05% Reduce -5.2% 206,653 $27.2M
Equitable Holdings, Inc. 0.23% Add +5.5% 183,824 $24.2M
Country Trust Bank 0.60% Reduce -18.1% 182,590 $24.1M
Foundations Investment Advisors, LLC 0.45% Add +17.3% 178,778 $23.6M
New Harbor Financial Group, LLC 6.70% Add +2.4% 170,346 $22.4M
Fiduciary Family Office, LLC 6.70% New 170,346 $22.4M
Spire Wealth Management 0.69% Add +5.0% 169,562 $22.3M
Armstrong Advisory Group, Inc. 1.77% Add +2.2% 168,120 $22.2M
Rothschild Capital Partners, LLC 5.34% Add +11.6% 166,961 $22.0M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 5.27% No change 166,882 $22.0M
Adams Diversified Equity Fund, Inc. 0.83% New 166,000 $21.9M
Taiyo Life Insurance Co. 1.76% No change 164,900 $21.7M
Sequoia Financial Advisors, LLC 0.20% Add +136.4% 157,953 $20.8M
Sanctuary Advisors, LLC 0.13% Add +0.7% 147,571 $20.6M
Bar Harbor Wealth Management 1.34% Reduce -0.2% 155,805 $20.5M
GTS Securities LLC 0.99% Add +267.5% 154,009 $20.3M
Captrust Financial Advisors 0.06% Add +12.9% 152,239 $20.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.57% Reduce -34.7% 150,843 $19.9M
Cambridge Investment Research Advisors, Inc. 0.06% Add +1.7% 145,751 $19.2M
Trek Financial, LLC 1.43% Add +3.7% 145,340 $19.1M
Charles Schwab Investment Management Inc. 0.00% Reduce -20.3% 143,909 $19.0M
Teamwork Financial Advisors, LLC 2.44% Add +8.0% 142,000 $18.7M
Cerity Partners LLC 0.04% Add +8.9% 138,055 $18.2M
Twin Tree Management, LP 0.44% Add +865.1% 137,924 $18.2M
Park Avenue Securities LLC 0.18% Add +24.9% 135,627 $17.9M
Corient Private Wealth LP 0.03% Add +36.9% 167,789 $17.4M
Tradewinds Capital Management, LLC 4.57% Add +57.4% 131,323 $17.3M
RFG Advisory, LLC 0.49% Reduce -2.5% 131,073 $17.3M
Nelson Capital Management, LLC 2.77% Reduce -0.4% 126,740 $16.7M
Graypoint LLC 1.00% Reduce -4.5% 125,340 $16.5M
Gerber Kawasaki Wealth & Investment Management 0.71% Add +4.8% 123,664 $16.3M
Wharton Business Group, LLC 0.73% Reduce -0.0% 122,828 $16.2M
FMR LLC 0.00% Add +5.2% 119,163 $15.7M
Creative Planning 0.01% Add +6.0% 114,397 $15.1M
Strategic Point Investment Advisors, LLC 2.44% Reduce -0.6% 113,740 $15.0M
Avantax Advisory Services, Inc. 0.09% Add +79.3% 113,560 $15.0M
Mercer Global Advisors Inc. 0.04% Reduce -53.7% 112,874 $14.9M
NewSquare Capital LLC 1.18% New 112,169 $14.8M
IHT Wealth Management, LLC 0.47% Reduce -23.9% 111,217 $14.7M
IMZ Advisory Inc 6.44% Add +0.2% 107,111 $14.1M
Kestra Advisory Services, LLC 0.08% Add +11.4% 103,893 $13.7M
MAI Capital Management 0.10% Add +2.2% 101,721 $13.4M
Jane Street Group, LLC 0.02% Add +27.3% 101,600 $13.4M
Onyx Bridge Wealth Group LLC 1.92% Add +3.7% 100,990 $13.3M
Fifth Third Bancorp 0.05% Reduce -4.2% 98,965 $13.0M
State Street Corp. 0.00% New 96,521 $12.7M
Assetmark, Inc. 0.03% Add +8810.5% 96,055 $12.7M
AE Wealth Management LLC 0.11% Add +17.9% 95,322 $12.6M
Round Rock Advisors LLC 2.56% Reduce -1.2% 94,673 $12.5M
NewEdge Advisors, LLC 0.07% Add +46.9% 94,253 $12.4M
Krilogy Financial LLC 0.82% Add +1.8% 93,493 $12.3M
Perbak Capital Partners LLP 6.57% Reduce -66.1% 93,337 $12.3M
Capital Investment Advisors, LLC 0.25% Reduce -2.6% 93,295 $12.3M
Quadrature Capital Ltd 0.25% New 93,071 $12.3M
Robertson Stephens Wealth Management, LLC 0.43% Reduce -24.6% 92,665 $12.2M
WCG Wealth Advisors LLC 0.78% Reduce -1.3% 89,554 $11.8M
Jmac Enterprises LLC 1.83% Add +5.9% 88,692 $11.7M
Focus Partners Wealth 0.03% Add +104.7% 88,599 $11.7M
PFG Advisors 0.71% Add +3.2% 88,022 $11.6M
Chicago Wealth Management, Inc. 5.99% Add +2.8% 87,499 $11.5M
Martin & Co. Inc. 2.85% Reduce -3.7% 87,307 $11.5M
Innealta Capital, LLC 5.61% Add +69.6% 87,147 $11.5M
Old National Bancorp 0.27% Add +3.4% 85,476 $11.3M
Comerica Bank 0.05% Add +0.3% 85,344 $11.2M
Kingsview Wealth Management, LLC 0.22% Add +401.8% 84,952 $11.2M
Breakthru Advisory Services, LLC 9.97% — 83,595 $11.0M
Forbes J M & Co. LLP 1.06% Reduce -0.1% 83,373 $11.0M
Spectrum Wealth Counsel, LLC 1.29% Add +0.5% 83,224 $11.0M
First Interstate Bank 0.66% Add +26.0% 83,061 $10.9M
National Bank of Canada 0.01% Add +1721.2% 82,773 $10.9M
Pathstone Holdings, LLC 0.05% Add +6.3% 82,647 $10.9M
Wealth Enhancement Advisory Services, LLC 0.02% Add +36.9% 82,390 $10.9M
NTV Asset Management LLC 1.41% Add +0.7% 80,993 $10.7M
B. Riley Wealth Advisors, Inc. 0.35% Reduce -6.1% 80,626 $10.6M
Independent Advisor Alliance 0.14% Add +4427.4% 77,554 $10.2M
Stillwater Capital Advisors, LLC 1.25% Add +1.8% 76,991 $10.1M
Summit Financial, LLC 0.33% Add +0.7% 72,456 $9.5M
Prudential PLC 0.05% Reduce -13.3% 71,930 $9.5M
Jones Financial Companies LLLP 0.01% Add +142.3% 71,590 $9.4M
1248 Management, LLC 4.05% — 71,395 $9.4M
Toth Financial Advisory Corp. 1.10% Add +2.1% 71,089 $9.4M
Tritonpoint Wealth, LLC 0.84% Add +1.0% 70,688 $9.3M
Dakota Wealth Management 0.21% Add +1.1% 70,671 $9.3M
WBH Advisory Inc. 0.86% Reduce -10.1% 70,574 $9.3M
Atlas Capital Advisors Inc. 1.18% Reduce -4.5% 70,317 $9.3M
Long Run Wealth Advisors, LLC 2.22% Reduce -1.2% 70,316 $9.3M
Sharper & Granite LLC 4.05% Add +14.1% 69,856 $9.2M
Walleye Capital LLC 0.10% Reduce -46.9% 69,682 $9.2M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -7.2% 69,476 $9.2M
Gladstone Institutional Advisory LLC 0.42% Add +6.8% 68,934 $9.1M
Susquehanna International Group, LLP 0.01% Add +2301.7% 68,423 $9.0M
Ball & Co Wealth Management Inc. 7.14% — 70,546 $9.0M
Oppenheimer Asset Management Inc. 0.11% Add +40.3% 66,042 $8.7M
Tamar Securities, LLC 1.18% Reduce -0.9% 64,924 $8.6M
Integrated Wealth Concepts LLC 0.10% Reduce -6.4% 64,821 $8.5M
Ayalon Insurance Comp Ltd. 2.58% No change 63,523 $8.4M
Centiva Capital, LP 0.31% Add +48.8% 62,332 $8.2M
Tucker Asset Management LLC 1.83% Reduce -10.3% 61,289 $8.1M
Steward Partners Investment Advisory, LLC 0.07% Add +31.6% 61,180 $8.1M
EP Wealth Advisors, LLC 0.07% Add +16.8% 60,972 $8.0M
Busey Bank 0.26% Reduce -0.6% 60,299 $7.9M
CMH Wealth Management LLC 1.81% Add +2.8% 60,140 $7.9M
Centaurus Financial, Inc. 0.47% Reduce -4.5% 58,886 $7.8M
Alliancebernstein L.P. 0.00% New 58,772 $7.7M
Spinnaker Trust 0.49% Reduce -1.2% 58,657 $7.7M
Diversify Advisory Services, LLC 0.42% Add +704.3% 58,568 $7.7M
Advisory Services Network, LLC 0.14% Add +0.7% 58,134 $7.7M
Premier Path Wealth Partners, LLC 1.16% Add +1.2% 57,937 $7.6M
TD Waterhouse Canada Inc. 0.06% Add +26.0% 57,156 $7.5M
Opal Wealth Advisors, LLC 2.25% Reduce -1.9% 56,916 $7.5M
Capstone Investment Advisors, LLC 0.09% New 56,690 $7.5M
Cresset Asset Management, LLC 0.04% Reduce -22.1% 55,934 $7.4M
Merit Financial Group, LLC 0.13% Reduce -1.7% 55,846 $7.4M
Jefferies Financial Group Inc. 0.08% Reduce -80.1% 55,602 $7.3M
Carnegie Investment Counsel 0.21% Reduce -0.1% 55,423 $7.3M
Callan Capital, LLC 0.52% Reduce -2.9% 54,299 $7.2M
Black Swift Group, LLC 1.51% Add +34.3% 54,070 $7.1M
Salomon & Ludwin, LLC 0.75% Reduce -4.5% 53,924 $7.1M
Pallas Capital Advisors LLC 0.30% Reduce -0.8% 53,902 $7.1M
Eisler Capital Management Ltd. 0.24% — 54,000 $7.1M
Lyell Wealth Management, LP 0.63% Reduce -0.1% 53,753 $7.1M
Trust Co. of Oklahoma 2.25% Add +1.6% 53,361 $7.0M
Chemung Canal Trust Co. 1.46% Reduce -7.8% 53,098 $7.0M
J.W. Cole Advisors, Inc. 0.28% Add +27.3% 52,858 $7.0M
Shira Ridge Wealth Management 3.32% Add +7.2% 51,555 $6.8M
Vickerman Investment Advisors, Inc. 1.83% Reduce -2.2% 51,193 $6.7M
Burns J W & Co. Inc. 0.86% Reduce -3.0% 51,142 $6.7M
Turn8 Private Wealth Inc. 4.80% — 51,130 $6.7M
Sabal Trust CO 0.39% Add +4.7% 50,570 $6.7M
Fortis Group Advisors, LLC 1.24% Add +412.3% 50,567 $6.7M
Sage Rhino Capital LLC 1.45% Reduce -3.0% 50,542 $6.7M
Provident Co of the Employees of the Hebrew University LTD 7.73% Add +0.3% 50,372 $6.6M
Mutual Advisors, LLC 0.19% Add +43.2% 48,073 $6.6M
Platt Investment Counsel, LLC 6.27% Reduce -3.0% 49,873 $6.6M
Orange Investment Advisors, Inc. 0.74% Add +1.3% 49,792 $6.6M
Atria Investments, Inc 0.08% Reduce -10.4% 49,518 $6.5M
Western Wealth Management, LLC 0.34% Add +14.5% 48,732 $6.4M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.97% Add +1.3% 48,499 $6.4M
Baird Financial Group, Inc. 0.01% Reduce -7.1% 47,759 $6.3M
Nissay Asset Management Corp. /Japan 0.04% No change 47,071 $6.3M
IFG Advisory, LLC 0.35% Add +34.1% 47,523 $6.3M
Castleark Management LLC 0.22% No change 47,150 $6.2M
BlueStem Wealth Partners, LLC 0.81% — 46,981 $6.2M
M&T Bank Corp 0.02% Add +2.2% 45,853 $6.0M
Waverly Advisors, LLC 0.09% Add +4.4% 45,515 $6.0M
Bank Hapoalim BM 1.01% Reduce -4.1% 45,501 $6.0M
Beacon Pointe Advisors, LLC 0.07% Add +11.7% 45,464 $6.0M
Great Lakes Advisors, LLC 0.05% Reduce -4.9% 43,582 $5.7M
Benjamin Edwards Inc. 0.08% Reduce -5.4% 43,469 $5.7M
Principal Securities, Inc. 0.13% Add +8.1% 43,307 $5.7M
Algorithmic Investment Models, LLC 4.40% Add +18.9% 43,287 $5.7M
Wealthcare Advisory Partners LLC 0.16% Reduce -0.5% 42,831 $5.6M
Institute for Wealth Management, LLC. 0.70% Add +1.8% 42,215 $5.6M
Oppenheimer & Co. Inc. 0.08% Reduce -35.0% 41,951 $5.5M
Allworth Financial LP 0.03% Add +184.5% 39,300 $5.5M
Sykon Capital LLC 1.90% Add +4.0% 41,818 $5.5M
Concurrent Investment Advisors, LLC 0.15% Add +22.0% 41,639 $5.5M
Sandbox Financial Partners, LLC 1.83% Add +10.1% 41,537 $5.5M
Simmons Bank 0.40% Reduce -2.7% 41,342 $5.4M
AlphaMark Advisors, LLC 2.35% Add +2.5% 41,267 $5.4M
Kennicott Capital Management LLC 2.79% Add +0.3% 41,226 $5.4M
Innova Wealth Partners 3.41% Add +2096.8% 41,125 $5.4M
Canton Hathaway, LLC 1.35% Add +8.1% 41,021 $5.4M
Ashton Thomas Private Wealth, LLC 0.21% Reduce -19.7% 40,544 $5.3M
AAFMAA Wealth Management & Trust LLC 2.34% Add +2.0% 40,511 $5.3M
IFP Advisors, Inc 0.17% Add +24.2% 40,160 $5.3M
Cwm, LLC 0.02% Reduce -79.8% 39,958 $5.3M
Money Concepts Capital Corp. 0.38% Add +96.5% 39,191 $5.2M
Parallax Volatility Advisers, L.P. 0.13% Reduce -70.0% 38,681 $5.1M
Winthrop Capital Management, LLC 1.35% Reduce -1.8% 38,488 $5.1M
Essex LLC 1.05% Add +3.5% 38,078 $5.0M
Financial Counselors Inc. 0.07% Reduce -0.6% 38,058 $5.0M
Independent Financial Group, LLC 0.17% Add +42.0% 37,965 $5.0M
Cumberland Advisors Inc. 1.99% Add +4.2% 37,920 $5.0M
StoneX Group Inc. 0.27% Add +0.9% 37,883 $5.0M
Pinnacle Associates Ltd. 0.07% Reduce -3.0% 37,877 $5.0M
One Wealth Map LLC 3.01% Reduce -1.8% 36,737 $5.0M
Arrow Investment Advisors, LLC 4.60% No change 36,464 $4.9M
Sage Capital Advisors,llc 1.28% Add +2.7% 37,458 $4.9M
Ferguson Wellman Capital Management, Inc. 0.09% Add +2.4% 37,389 $4.9M
Anfield Capital Management, LLC 1.78% Add +1.4% 37,329 $4.9M
Camelot Technology Advisors, Inc. 4.43% Add +0.5% 36,964 $4.9M
Wall Street Financial Group, Inc. 4.76% Add +12.3% 36,946 $4.9M
Leicht Financial Planning & Wealth Management, Inc. 2.48% Reduce -1.1% 36,730 $4.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% New 36,600 $4.8M
Rise Advisors, LLC 2.30% Reduce -1.0% 36,367 $4.8M
World Investment Advisors 0.13% Add +24.5% 35,921 $4.7M
Prosperity Consulting Group, LLC 0.35% Add +25.6% 35,686 $4.7M
Clarity Financial LLC 0.56% Add +1.2% 35,417 $4.7M
Masso Torrence Wealth Management Inc. 2.45% Add +4.9% 35,387 $4.7M
Trust Co 0.53% Add +4.3% 35,220 $4.6M
Vivid Wealth Management, LLC 2.35% Reduce -4.3% 35,198 $4.6M
Point72 Asset Management 0.01% Reduce -40.4% 35,044 $4.6M
LMR Partners LLP 0.10% Reduce -34.0% 34,804 $4.6M
Level Four Advisory Services, LLC 0.19% Reduce -0.9% 34,674 $4.6M
Private Wealth Advisors, LLC 1.99% Reduce -2.2% 34,584 $4.6M
Allspring Global Investments Holdings, LLC 0.01% Reduce -38.0% 34,685 $4.6M
Atria Wealth Solutions, Inc. 0.05% Reduce -11.5% 34,537 $4.6M
Ironwood Wealth Management, Inc. 2.24% Add +0.5% 34,524 $4.5M
Natixis Advisors, LLC 0.01% Add +8.2% 34,166 $4.5M
Essential Planning, LLC. 0.03% New 32,500 $4.5M
Client First Capital LLC 2.24% Add +11.1% 33,019 $4.4M
Courier Capital LLC 0.30% Reduce -1.1% 32,531 $4.3M
High Note Wealth, LLC 1.11% Reduce -0.9% 32,307 $4.3M
Continuum Wealth Advisors, LLC 2.14% New 32,113 $4.2M
Intrua Financial, LLC 0.68% Add +127.2% 31,926 $4.2M
Scotia Capital Inc. 0.02% Add +5.1% 31,794 $4.2M
Concourse Financial Group Securities, Inc. 0.24% Add +73.2% 29,866 $4.2M
Sentinel Trust Co. Lba 0.48% No change 31,775 $4.2M
Granite Harbor Advisors, Inc. 2.31% Add +4.8% 31,696 $4.2M
DRW Securities, LLC 0.28% Reduce -78.6% 31,569 $4.2M
IronBridge Private Wealth, LLC 1.53% New 31,547 $4.2M
Blair William & Co. 0.01% Add +0.9% 31,513 $4.2M
Astor Investment Management LLC 2.12% Reduce -33.6% 31,469 $4.1M
TCV Trust & Wealth Management, Inc. 0.38% Reduce -1.2% 31,324 $4.1M
Penserra Capital Management LLC 0.07% New 31,013 $4.1M
Ameritas Advisory Services, LLC 0.14% Add +101.6% 31,001 $4.1M
Quantinno Capital Management LP 0.04% Add +19.8% 30,974 $4.1M
&partners 0.05% Add +82.7% 30,737 $4.1M
Snowden Capital Advisors LLC 0.13% Reduce -14.1% 30,920 $4.1M
Signal Advisors Wealth, LLC 0.46% Add +354.7% 30,717 $4.0M
Global Retirement Partners, LLC 0.12% Add +7.6% 30,660 $4.0M
Financial Enhancement Group LLC 0.62% Add +4.6% 30,303 $4.0M
Relyea Zuckerberg Hanson LLC 0.54% No change 30,411 $4.0M
AMG National Trust Bank 0.11% Reduce -1.3% 30,213 $4.0M
Magnus Financial Group LLC 0.38% Reduce -2.7% 30,091 $4.0M
Prospera Financial Services Inc 0.09% Reduce -15.7% 30,003 $4.0M
MPWM Advisory Solutions, LLC 2.89% — 29,998 $4.0M
Patten & Patten Inc. 0.26% Add +29.9% 29,717 $3.9M
Founders Financial Securities LLC 0.35% Reduce -10.7% 29,687 $3.9M
Sigma Planning Corp 0.12% Reduce -33.8% 29,681 $3.9M
Keebeck Wealth Management 0.56% No change 29,613 $3.9M
Allred Capital Management, LLC 1.50% Add +21.2% 29,417 $3.9M
Mechanics Bank Trust Department 0.52% Reduce -1.5% 29,405 $3.9M
Stockman Wealth Management, Inc. 0.60% Add +20.9% 29,304 $3.9M
Maven Securities LTD 0.62% Add +406.6% 29,129 $3.8M
Petredis Investment Advisors LLC 0.39% Add +31.1% 28,890 $3.8M
CoreCap Advisors, LLC 0.17% Reduce -10.3% 28,788 $3.8M
Maxele Advisors, LLC 3.61% — 28,699 $3.8M
Capital Planning Advisors, LLC 0.58% New 28,545 $3.8M
One River Asset Management, LLC 5.63% New 28,494 $3.8M
Flagship Harbor Advisors, LLC 0.20% Add +9.8% 28,466 $3.8M
Cornerstone Wealth Group, LLC 0.30% New 28,102 $3.7M
Wellspring Financial Advisors, LLC 0.39% Add +0.1% 28,053 $3.7M
Colton Groome Financial Advisors, LLC 1.40% Reduce -2.9% 27,872 $3.7M
Horizon Investments, LLC 0.10% Reduce -10.5% 27,772 $3.7M
Massachusetts Wealth Management 2.25% Add +22.0% 27,646 $3.6M
Flow Traders U.S. LLC 0.14% New 27,508 $3.6M
Renaissance Technologies 0.01% Reduce -78.9% 27,400 $3.6M
Perigon Wealth Management, LLC 0.09% Add +94.9% 26,219 $3.6M
Intrepid Financial Planning Group LLC 1.51% Reduce -5.3% 27,199 $3.6M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 3.49% — 26,942 $3.5M
KKM Financial LLC 1.47% Add +228.7% 26,124 $3.5M
Vectors Research Management, LLC 1.19% Reduce -5.1% 26,432 $3.5M
Channel Wealth LLC 1.13% Add +579.7% 26,359 $3.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.28% Reduce -1.4% 25,294 $3.5M
Guerra Pan Advisors, LLC 2.48% Add +15.1% 26,007 $3.4M
New Wave Wealth Advisors LLC 1.39% Reduce -6.2% 25,667 $3.4M
Strategic Financial Partners, Ltd. 1.72% Add +7.8% 25,515 $3.4M
BigSur Wealth Management LLC 0.96% Reduce -3.4% 25,385 $3.3M
First Horizon Advisors, Inc. 0.09% Reduce -0.0% 25,150 $3.3M
Certified Advisory Corp 0.36% Reduce -0.3% 24,927 $3.3M
WealthBridge Capital Management, LLC 0.91% Add +5.3% 24,808 $3.3M
Parametrica Management Ltd 4.32% New 24,800 $3.3M
B&D White Capital Company, LLC 0.55% Reduce -16.4% 24,656 $3.2M
Man Group plc 0.01% New 24,332 $3.2M
Cooksen Wealth, LLC 2.95% Add +1.6% 24,306 $3.2M
First Merchants Corp. 0.12% Reduce -0.9% 24,230 $3.2M
Choate Investment Advisors 0.08% Add +0.6% 24,209 $3.2M
Perennial Investment Advisors, LLC 0.37% Add +13.0% 24,005 $3.2M
Glenmede Trust Co. NA 0.02% Reduce -1.1% 23,958 $3.2M
Financial Advocates Investment Management 0.18% Add +51.7% 23,906 $3.1M
Rehmann Capital Advisory Group 0.20% Add +24.7% 23,832 $3.1M
Sowell Financial Services LLC 0.16% Reduce -14.0% 23,803 $3.1M
Capital Advisors, Ltd. LLC 0.39% Reduce -2.0% 23,685 $3.1M
Leuthold Group, LLC 0.37% Reduce -14.0% 23,621 $3.1M
Stratos Wealth Partners, LTD. 0.04% Add +0.3% 23,487 $3.1M
Nwam LLC 0.19% Add +8.1% 23,357 $3.1M
Grassi Investment Management 0.26% Reduce -0.5% 23,042 $3.0M
Clarus Wealth Advisors 1.51% Add +8.9% 22,804 $3.0M
Rockport Wealth LLC 1.34% Add +40.0% 22,729 $3.0M
Farmers & Merchants Trust Co of Chambersburg PA 1.14% Reduce -1.1% 22,934 $3.0M
Bank of New York Mellon Corp 0.00% Add +11.7% 22,876 $3.0M
SG Americas Securities, LLC 0.01% Reduce -90.3% 22,521 $3.0M
DAVENPORT & Co LLC 0.02% Add +5.2% 22,485 $3.0M
Huntington National Bank 0.03% Add +11.2% 22,354 $2.9M
Atom Investors LP 0.36% New 22,238 $2.9M
Integrated Advisors Network LLC 0.14% Add +15.7% 22,206 $2.9M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.28% Add +175.0% 22,000 $2.9M
Finivi Inc. 2.32% Add +6.5% 21,990 $2.9M
Dorsey Wright & Associates 0.69% Reduce -1.4% 21,821 $2.9M
Dorsey & Whitney Trust CO LLC 0.16% Add +17.3% 21,766 $2.9M
United Capital Financial Advisors, LLC 0.02% Reduce -3.7% 21,763 $2.9M
Fiduciary Group, LLC 0.28% Add +26.4% 21,162 $2.8M
Venturi Wealth Management, LLC 0.14% Reduce -12.6% 21,037 $2.8M
Measured Wealth Private Client Group, LLC 0.89% Add +1.5% 21,002 $2.8M
MontVue Capital Management, Inc. 2.10% Reduce -0.6% 20,943 $2.8M
Everstar Asset Management, LLC 1.95% Add +2.5% 20,906 $2.8M
Floyd Financial Group LLC 2.25% — 20,844 $2.7M
SRB Corp. 0.16% New 20,584 $2.7M
Keybank National Association 0.01% Add +8.1% 20,403 $2.7M
Great Valley Advisor Group, Inc. 0.06% Add +2.3% 20,397 $2.7M
Elevation Point Wealth Partners, LLC 0.22% Reduce -17.7% 20,381 $2.7M
Butensky & Cohen Financial Security, Inc. 0.84% Reduce -0.5% 20,341 $2.7M
Nilsine Partners, LLC 0.29% No change 20,300 $2.7M
Zullo Investment Group, Inc. 1.08% Reduce -1.3% 20,292 $2.7M
First Trust Advisors LP 0.00% New 20,236 $2.7M
Bfsg, LLC 0.31% Reduce -8.8% 20,059 $2.6M
Keel Point, LLC 0.21% Add +724.3% 20,022 $2.6M
Associated Banc-Corp 0.08% Reduce -1.1% 19,996 $2.6M
Global View Capital Management LLC 0.92% — 19,975 $2.6M
Amarillo National Bank 0.48% No change 19,814 $2.6M
First Financial Bank - Trust Division 0.24% Add +1.7% 19,791 $2.6M
Harbour Investments, Inc. 0.07% Add +2.1% 19,637 $2.6M
Two Sigma Securities, LLC 0.46% New 19,356 $2.6M
3EDGE Asset Management, LP 0.16% Add +496.6% 19,336 $2.5M
Spreng Capital Management, Inc. 1.12% Reduce -1.3% 19,067 $2.5M
Verition Fund Management LLC 0.01% New 19,029 $2.5M
Aspen Investment Management Inc 1.16% Add +47.6% 18,982 $2.5M
Chesapeake Wealth Management 0.85% Add +0.5% 18,812 $2.5M
CreativeOne Wealth, LLC 0.08% Add +0.2% 18,688 $2.5M
Cornerstone Advisory, LLC 0.28% Add +0.0% 17,845 $2.5M
United Asset Strategies, Inc. 0.22% Reduce -15.4% 18,531 $2.4M
Abound Financial, LLC 1.22% — 18,238 $2.4M
Realta Investment Advisors 0.98% Add +19.9% 18,073 $2.4M
Analyst IMS Investment Management Services Ltd. 0.09% No change 18,200 $2.4M
OneDigital Investment Advisors LLC 0.03% Reduce -0.9% 18,104 $2.4M
Eastern Bank 0.04% Add +2.9% 18,076 $2.4M
1607 Capital Partners, LLC 0.19% New 18,000 $2.4M
Burke & Herbert Bank & Trust Co. 0.56% Reduce -0.1% 17,868 $2.4M
Webster Bank, N. A. 0.25% Add +3.5% 17,619 $2.3M
Rye Brook Capital LLC 2.78% New 17,600 $2.3M
GeoWealth Management, LLC 0.08% Add +46.0% 17,489 $2.3M
Freedom Investment Management, Inc. 0.19% Reduce -30.3% 17,467 $2.3M
HB Wealth Management, LLC 0.02% Reduce -2.4% 17,413 $2.3M
WESPAC Advisors, LLC 1.68% Add +980.4% 17,373 $2.3M
Blue Chip Partners, LLC 0.20% Add +27.6% 17,360 $2.3M
Cypress Asset Management Inc. 0.57% Reduce -7.0% 16,156 $2.3M
Crescent Grove Advisors, LLC 0.23% Add +9.3% 17,325 $2.3M
Horizon Financial Services, LLC 1.27% Add +28.2% 17,169 $2.3M
Evercore Wealth Management, LLC 0.03% Reduce -5.0% 17,132 $2.3M
Apexium Financial, LP 0.14% Reduce -3.8% 17,072 $2.2M
Sender Co & Partners, Inc. 2.78% New 17,002 $2.2M
United Bank 0.94% Add +1.4% 16,950 $2.2M
First National Bank of Hutchinson 1.34% No change 16,847 $2.2M
Cornerstone Wealth Management, LLC 0.15% Add +0.3% 16,704 $2.2M
Objective Capital Management, LLC 1.44% Reduce -2.2% 16,329 $2.2M
U.S. Capital Wealth Advisors, LLC 0.07% Add +365.6% 16,213 $2.1M
City Center Advisors, LLC 2.40% Add +57.8% 16,207 $2.1M
Millennium Management 0.00% Reduce -62.5% 16,114 $2.1M
Symmetry Partners, LLC 0.30% New 16,083 $2.1M
CFC Planning Co LLC 2.27% — 16,068 $2.1M
D. E. Shaw & Co. 0.00% Reduce -92.0% 15,931 $2.1M
Treynor Bancshares, Inc. 2.21% Reduce -2.1% 15,926 $2.1M
Cubist Systematic Strategies, LLC 0.03% New 15,905 $2.1M
Flaharty Asset Management, LLC 0.30% Reduce -9.2% 15,756 $2.1M
10Elms LLP 2.60% — 15,733 $2.1M
Fifth Third Securities, Inc. 0.18% Add +3.5% 15,728 $2.1M
Moulton Wealth Management, Inc. 1.58% Add +5.4% 15,617 $2.1M
Provida Pension Fund Administrator 0.04% No change 15,442 $2.0M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -61.3% 15,353 $2.0M
Main Management LLC 0.17% Reduce -6.1% 15,347 $2.0M
111 Capital 0.42% — 15,315 $2.0M
Jacobi Capital Management LLC 0.15% Add +0.5% 15,286 $2.0M
Bedell Frazier Investment Counselling, LLC 0.50% Reduce -2.8% 15,257 $2.0M
Cresta Advisors, Ltd. 1.05% No change 14,821 $2.0M
Brown, Lisle/Cummings, Inc. 0.60% No change 15,192 $2.0M
Darwin Wealth Management, LLC 0.67% Reduce -15.8% 15,136 $2.0M
PCG Asset Management, LLC 1.74% — 15,059 $2.0M
Parkside Investments, LLC 0.30% Add +50.0% 15,000 $2.0M
Cary Street Partners Financial LLC 0.06% — 14,955 $2.0M
Fourth Dimension Wealth, LLC 1.03% — 14,927 $2.0M
RiverGlades Family Offices LLC 1.40% Add +3.5% 14,837 $2.0M
Proffitt & Goodson Inc. 0.32% Reduce -2.5% 14,603 $1.9M
Tiaa Trust, National Association 0.01% Reduce -5.5% 14,494 $1.9M
Stratos Wealth Advisors, LLC 0.09% Reduce -10.3% 14,421 $1.9M
RPg Family Wealth Advisory, LLC 0.66% Add +11.0% 14,222 $1.9M
Bank of Nova Scotia 0.00% Reduce -44.2% 14,185 $1.9M
Belpointe Asset Management LLC 0.11% Add +1.5% 14,123 $1.9M
Axxcess Wealth Management, LLC 0.05% Add +13.8% 14,023 $1.8M
Diversify Wealth Management, LLC 0.14% New 14,063 $1.8M
Fairvoy Private Wealth, LLC 0.49% — 14,015 $1.8M
First Business Financial Services, Inc. 0.18% No change 14,013 $1.8M
Avior Wealth Management, LLC 0.07% Reduce -2.9% 13,933 $1.8M
BNC Wealth Management, LLC 0.60% New 13,760 $1.8M
Northstar Advisory Group, LLC 0.92% Add +59.7% 13,700 $1.8M
Wedbush Securities Inc. 0.06% Reduce -2.0% 13,663 $1.8M
Y-Intercept (Hong Kong) Ltd 0.12% New 13,586 $1.8M
Crews Bank & Trust 0.30% — 13,559 $1.8M
Commerce Bank 0.01% Reduce -1.7% 13,545 $1.8M
Deutsche Bank AG 0.00% Add +125.7% 13,537 $1.8M
Columbia Advisory Partners LLC 1.66% Reduce -78.3% 13,511 $1.8M
World Equity Group, Inc. 0.38% Add +105.6% 13,512 $1.8M
Fairfield Financial Advisors, LTD 0.63% Add +9.8% 13,492 $1.8M
Valeo Financial Advisors, LLC 0.05% Reduce -2.7% 13,456 $1.8M
Generali Investments, Management Co LLC 0.46% — 13,408 $1.8M
Boltwood Capital Management 0.53% Reduce -1.9% 13,301 $1.8M
Federation des caisses Desjardins du Quebec 0.01% Add +15.5% 13,203 $1.7M
Signature Estate & Investment Advisors LLC 0.04% Reduce -1.7% 13,133 $1.7M
Janney Capital Management LLC 0.11% Add +6.4% 13,054 $1.7M
Caprock Group, LLC 0.06% Reduce -0.3% 13,051 $1.7M
Northeast Financial Consultants Inc 0.07% No change 13,041 $1.7M
Arkadios Wealth Advisors 0.09% Add +34.9% 12,927 $1.7M
Richard W. Paul & Associates, LLC 0.62% Reduce -2.8% 12,922 $1.7M
HBW Advisory Services LLC 0.17% Reduce -0.5% 12,893 $1.7M
St. Johns Investment Management Company, LLC 0.79% Reduce -4.7% 12,868 $1.7M
Colony Family Offices, LLC 0.53% No change 12,842 $1.7M
Bank of Marin 1.34% Add +2.0% 12,818 $1.7M
Polymer Capital Management (HK) LTD 0.30% Add +34.7% 12,800 $1.7M
Bramshill Investments, LLC 0.26% Add +187.1% 12,777 $1.7M
Joseph P. Lucia & Associates, LLC 0.75% Add +17.2% 12,775 $1.7M
Foguth Wealth Management, LLC. 0.44% Add +76.8% 11,868 $1.7M
Creative Financial Designs Inc. 0.14% Add +1.0% 12,617 $1.7M
Hilltop Holdings Inc. 0.10% Reduce -20.8% 12,589 $1.7M
CMG Global Holdings, LLC 0.91% Add +0.8% 11,812 $1.7M
Wesbanco Bank Inc. 0.06% Add +2.2% 12,533 $1.7M
Csenge Advisory Group 0.09% Add +2.0% 12,492 $1.6M
Modera Wealth Management, LLC 0.02% Reduce -0.3% 12,465 $1.6M
Owen LaRue, LLC 0.86% No change 12,450 $1.6M
D.A. Davidson & Co. 0.01% Add +8.5% 12,404 $1.6M
Trilogy Capital Inc. 0.08% Reduce -74.1% 12,394 $1.6M
Marion Wealth Management 0.43% Add +1.2% 12,263 $1.6M
Deltec Asset Management LLC 0.32% Reduce -16.9% 12,250 $1.6M
Fulcrum Equity Management 1.59% Add +46.7% 12,185 $1.6M
Kestra Private Wealth Services, LLC 0.03% Add +12.5% 12,145 $1.6M
Fsa Wealth Partners, Inc. 0.37% New 12,108 $1.6M
Regions Financial Corp. 0.01% Reduce -1.4% 12,083 $1.6M
Ibex Wealth Advisors 0.19% New 12,038 $1.6M
Parallel Advisors, LLC 0.04% Reduce -0.2% 12,005 $1.6M
AQR Capital Management 0.00% Add +67.5% 11,950 $1.6M
Redwood Financial Network Corp 1.17% Add +6.1% 11,945 $1.6M
Parsons Capital Management Inc. 0.09% Reduce -0.4% 11,923 $1.6M
Brandywine Oak Private Wealth LLC 0.15% No change 11,903 $1.6M
SOL Capital Management CO 0.17% No change 11,895 $1.6M
Abbot Financial Management, Inc. 0.78% Add +0.3% 11,892 $1.6M
Keystone Financial Group 0.15% Add +157.0% 11,842 $1.6M
First Manhattan Co. Llc. 0.00% New 11,837 $1.6M
Advisor OS, LLC 0.18% Reduce -77.5% 11,788 $1.6M
Apollon Financial, LLC 0.39% Add +43.4% 11,715 $1.5M
Crestwood Advisors Group, LLC 0.03% Add +29.2% 11,637 $1.5M
VCI Wealth Management LLC 0.65% Add +45.9% 11,588 $1.5M
Successful Portfolios LLC 1.01% Reduce -0.2% 11,449 $1.5M
Wilmington Savings Fund Society, FSB 0.03% Reduce -7.4% 11,441 $1.5M
McGuire Investment Group, LLC 0.22% Add +2.2% 11,385 $1.5M
Brookstone Capital Management 0.02% Reduce -48.0% 11,364 $1.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +62.6% 11,309 $1.5M
Compass Capital Corp. /Ma/ 0.58% — 10,574 $1.5M
Prime Capital Investment Advisors, LLC 0.02% Add +2.8% 11,197 $1.5M
Capital Insight Partners, LLC 0.26% Add +69.0% 11,196 $1.5M
Okabena Investment Services Inc. 0.40% Add +6.5% 10,934 $1.4M
Nova Wealth Management, Inc. 1.24% — 10,865 $1.4M
Glen Eagle Advisors, LLC 0.24% Add +2.7% 10,859 $1.4M
Good Life Advisors, LLC 0.10% Add +25.9% 10,825 $1.4M
ARS Investment Partners, LLC 0.13% Reduce -1.3% 10,818 $1.4M
Windsor Capital Management, LLC 0.42% Reduce -2.1% 10,791 $1.4M
Signet Financial Management, LLC 0.18% Add +5.4% 10,786 $1.4M
Laurel Wealth Advisors LLC 0.22% Add +2.9% 10,693 $1.4M
Brueske Advisory Services, LLC 1.25% — 10,645 $1.4M
Pine Valley Investments Ltd Liability Co 0.09% Reduce -12.1% 10,632 $1.4M
Schonfeld Strategic Advisors LLC 0.01% New 10,601 $1.4M
Transcend Capital Advisors, LLC 0.10% Add +1.1% 10,577 $1.4M
Waterway Wealth Management, LLC 0.61% Reduce -0.7% 10,509 $1.4M
LongView Wealth Management 0.42% Reduce -1.0% 10,404 $1.4M
Laidlaw Wealth Management LLC 0.59% Add +2.4% 10,337 $1.4M
CIBC Private Wealth Group LLC 0.00% Add +9.9% 10,232 $1.4M
Mgo One Seven LLC 0.05% Reduce -0.5% 10,290 $1.4M
Orion Porfolio Solutions, LLC 0.01% Reduce -2.1% 10,280 $1.4M
Orion Portfolio Solutions, LLC 0.01% Reduce -2.1% 10,280 $1.4M
Terra Nova Asset Management LLC 1.03% Add +0.5% 10,261 $1.4M
Avitas Wealth Management LLC 0.19% Reduce -5.3% 10,251 $1.4M
Principle Wealth Partners LLC 0.09% Reduce -0.9% 10,243 $1.3M
Rovin Capital /Ut/ 0.48% Reduce -2.6% 10,204 $1.3M
HSBC Holdings PLC 0.00% Reduce -21.9% 10,110 $1.3M
TrinityPoint Wealth, LLC 0.19% Reduce -2.3% 10,101 $1.3M
Sandy Spring Bank 0.05% Reduce -0.6% 10,050 $1.3M
Wealthfront Advisers LLC 0.00% Add +19.3% 9,871 $1.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 9,800 $1.3M
Beaumont Financial Advisors, LLC 0.10% Reduce -4.2% 9,726 $1.3M
Marshall Wace, LLP 0.00% Reduce -80.5% 9,721 $1.3M
NBT Bank, N.A. 0.09% Reduce -4.1% 9,679 $1.3M
Leslie Global Wealth, LLC 0.59% Add +2.5% 9,656 $1.3M
Kingswood Wealth Advisors, LLC 0.09% Add +109.8% 9,556 $1.3M
WESPAC Advisors SoCal, LLC 0.28% Reduce -88.0% 9,478 $1.2M
Transamerica Financial Advisors, LLC 0.12% Add +3.2% 9,460 $1.2M
Financial Sense Advisors, Inc. 0.42% Reduce -7.5% 9,450 $1.2M
Magnolia Capital Management Ltd. 0.99% No change 9,440 $1.2M
Verus Capital Partners, LLC 0.12% Add +19.2% 9,391 $1.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -23.3% 9,389 $1.2M
Cushing Capital Partners, LLC 1.18% — 9,303 $1.2M
Exchange Capital Management, Inc. 0.19% Reduce -0.7% 9,301 $1.2M
Alexis Investment Partners, LLC 0.60% — 9,262 $1.2M
Wellington Management Group LLP 0.00% Add +22.1% 9,243 $1.2M
NewEdge Wealth, LLC 0.02% Reduce -11.3% 9,227 $1.2M
Gilliland Jeter Wealth Management LLC 0.41% Add +0.0% 9,224 $1.2M
Providence First Trust Co 0.46% Reduce -43.2% 9,216 $1.2M
First Bancorp, Inc 0.82% No change 9,086 $1.2M
Foster Dykema Cabot & Partners, LLC 0.09% Reduce -24.4% 9,032 $1.2M
Capital Investment Counsel, LLC 0.20% Reduce -25.0% 8,977 $1.2M
Bryn Mawr Trust Advisors, LLC 0.06% Reduce -2.5% 8,907 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Add +5.4% 8,888 $1.2M
Cornerstone National Bank & Trust Co 0.54% Add +3.7% 8,865 $1.2M
SMART Wealth LLC 0.41% Add +47.9% 8,816 $1.2M
Private Advisory Group LLC 0.13% No change 8,782 $1.2M
Founders Grove Wealth Partners, LLC 0.33% — 8,754 $1.2M
ZEGA Investments, LLC 0.34% — 8,130 $1.1M
Sava Infond d.o.o. 0.20% — 8,560 $1.1M
Private Trust Co. NA 0.12% Add +9.7% 8,559 $1.1M
Landaas & Co. /Wi 0.31% No change 8,540 $1.1M
Rockland Trust Co. 0.06% Reduce -9.1% 8,489 $1.1M
Meridian Investment Counsel Inc. 0.33% New 8,458 $1.1M
Tsfg, LLC 0.23% Add +3.5% 8,413 $1.1M
Sapient Capital LLC 0.02% Add +27.8% 8,397 $1.1M
Donald L. Hagan, LLC 0.57% Reduce -39.3% 8,303 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.16% Reduce -0.3% 8,225 $1.1M
Evanson Asset Management, LLC 0.07% Add +1.1% 8,178 $1.1M
Bray Capital Advisors 0.29% Reduce -4.3% 8,145 $1.1M
Madden Advisory Services, Inc. 0.50% Reduce -0.5% 8,138 $1.1M
Activest Wealth Management 0.30% Add +36.0% 8,028 $1.1M
Gallagher Fiduciary Advisors, LLC 0.21% Add +8.0% 8,019 $1.1M
Olistico Wealth, LLC 0.61% Add +0.4% 8,013 $1.1M
Yelin Lapidot Holdings Management Ltd. 0.18% No change 8,000 $1.1M
Focus Financial Network, Inc. 0.04% Reduce -0.3% 7,966 $1.0M
Exencial Wealth Advisors, LLC 0.04% Reduce -0.6% 7,945 $1.0M
Personal Cfo Solutions, LLC 0.21% Add +21.0% 7,916 $1.0M
Bradley Foster & Sargent Inc. 0.02% Reduce -0.8% 7,914 $1.0M
Fagan Associates, Inc. 0.17% Reduce -1.0% 7,903 $1.0M
Tocqueville Asset Management L.P. 0.02% No change 7,890 $1.0M
Plimoth Trust Co. LLC 0.26% Reduce -2.2% 7,800 $1.0M
Worth Asset Management, LLC 0.55% Add +17.7% 7,794 $1.0M
Thomasville National Bank 0.07% No change 7,780 $1.0M
Glass Jacobson Investment Advisors llc 0.33% Add +1.5% 7,726 $1.0M
Roberts Wealth Advisors, LLC 0.31% Add +1.5% 7,488 $1.0M
Engineers Gate Manager LP 0.02% New 7,686 $1.0M
Rik Saylor Financial, Inc. 0.93% — 7,671 $1.0M
Capital Investment Counsel, Inc 0.15% Reduce -5.3% 7,665 $1.0M
Quattro Financial Advisors LLC 0.26% Reduce -26.6% 7,179 $1.0M
Whittier Trust Co. 0.01% Add +0.1% 7,422 $978K
Contravisory Investment Management, Inc. 0.21% Add +24.0% 7,336 $967K
E&G Advisors, LLC 0.26% Add +13.1% 7,328 $966K
Arrow Financial Corp 0.09% Add +3.2% 7,314 $964K
Kessler Investment Group, LLC 0.46% Add +2.6% 7,309 $963K
Neuberger Berman Group LLC 0.00% Add +16.5% 7,157 $943K
Houlihan Financial Resource Group, Ltd. 0.40% Add +0.0% 7,141 $941K
ELCO Management Co., LLC 0.49% Add +35.0% 7,130 $939K
Farther Finance Advisors, LLC 0.03% Add +2.4% 7,028 $926K
Retirement Planning Group, LLC 0.05% Add +14.9% 7,009 $923K
Smith Salley Wealth Management 0.06% No change 6,988 $921K
Diligent Investors, LLC 0.21% Add +1.3% 6,984 $920K
Game Plan Financial Advisors, LLC 0.48% Add +11.4% 6,952 $916K
Wealthspire Advisors, LLC 0.01% Add +10.9% 6,934 $914K
Brown Advisory Inc. 0.00% Add +8.1% 6,929 $913K
Independence Bank of Kentucky 0.14% Add +21.8% 6,846 $902K
Financial Insights, Inc. 0.35% Reduce -4.2% 6,826 $899K
Greenwood Capital Associates LLC 0.12% Reduce -25.4% 6,820 $899K
Townsquare Capital LLC 0.01% Add +26.1% 6,814 $898K
Montag A & Associates Inc. 0.04% Add +11.3% 6,810 $897K
Kagan Cocozza Asset Management 0.74% — 6,809 $897K
CENTRAL TRUST Co 0.02% No change 6,804 $896K
Madison Park Capital Advisors, LLC 0.71% Reduce -76.5% 6,777 $893K
SeaCrest Wealth Management, LLC 0.09% Add +10.0% 6,604 $870K
Howard Capital Management Group, LLC 0.06% Add +5.8% 6,497 $856K
Lynch & Associates 0.18% Reduce -1.1% 6,450 $850K
Ciovacco Capital Management LLC 0.48% Reduce -2.9% 6,378 $840K
D.B. Root & Company, LLC 0.27% Add +0.2% 6,369 $839K
Icon Wealth Advisors, LLC 0.07% Reduce -1.1% 6,363 $838K
Golden State Wealth Management, LLC 0.12% — 6,320 $833K
Neville Rodie & Shaw Inc. 0.06% Add +8.6% 6,300 $830K
4WEALTH Advisors, Inc. 0.84% — 6,264 $825K
Gold Investment Management Ltd. 0.35% No change 6,248 $823K
Financial Partners Group, LLC 0.34% New 6,238 $822K
Bellwether Advisors, LLC 0.15% Reduce -94.3% 6,228 $821K
Berkeley Capital Partners, LLC 0.23% New 6,212 $818K
Lionshead Wealth Management, LLC 0.59% — 6,190 $816K
Strategic Financial Concepts, LLC 0.16% Add +43.6% 6,186 $815K
Kanawha Capital Management LLC 0.06% Reduce -0.8% 6,137 $809K
Constitution Capital LLC 0.45% Add +3.9% 6,135 $808K
MKT Advisors LLC 0.35% Add +6.2% 5,855 $807K
Cape Ann Savings Bank 0.47% Reduce -6.9% 6,091 $803K
Arlington Trust Co LLC 0.17% Add +3.0% 6,084 $802K
Calton & Associates, Inc. 0.35% New 6,054 $798K
Kovack Advisors, Inc. 0.08% Reduce -0.4% 6,021 $793K
Nations Financial Group Inc, /Ia/ 0.06% Add +8.8% 6,005 $791K
Whitaker-Myers Wealth Managers, LTD. 0.23% Reduce -31.5% 5,992 $790K
Country Club Bank 0.05% Add +14.8% 5,974 $788K
NWF Advisory Services Inc. 0.12% Reduce -69.9% 5,975 $787K
Van Cleef Asset Management,Inc 0.09% No change 5,975 $787K
Moors & Cabot, Inc. 0.04% Reduce -9.3% 5,968 $786K
MMBG Investment Advisors Co. 0.08% Reduce -6.2% 5,955 $785K
Koshinski Asset Management, Inc. 0.07% Add +13.8% 5,951 $784K
PKS Advisory Services, LLC 0.20% — 5,949 $784K
Chartist Inc. 0.41% Reduce -1.6% 5,941 $783K
Soltis Investment Advisors LLC 0.07% Reduce -0.1% 5,931 $781K
Financial Engines Advisors L.L.C. 0.00% Add +9.8% 5,902 $778K
Tyler-Stone Wealth Management 0.14% Add +2.2% 5,872 $774K
Aptus Capital Advisors, LLC 0.01% Add +73.5% 5,863 $773K
Burford Brothers, Inc. 0.38% Add +4.0% 5,831 $768K
James Investment Research, Inc. 0.09% No change 5,825 $768K
Citizens Financial Group Inc. 0.01% Add +15.8% 5,820 $767K
Per Stirling Capital Management, LLC. 0.11% Reduce -47.0% 5,807 $765K
VestGen Investment Management 0.21% Reduce -1.0% 5,797 $764K
Fidelis Capital Partners, LLC 0.08% Add +0.2% 5,572 $763K
Pettyjohn, Wood & White, Inc. 0.14% Reduce -0.4% 5,772 $761K
Savant Capital, LLC 0.01% Add +82.3% 5,771 $760K
McAdam, LLC 0.04% Add +4.8% 5,764 $759K
Patton Albertson Miller Group, LLC 0.10% No change 5,727 $755K
Hudson Value Partners, LLC 0.28% Add +6.3% 5,711 $753K
Collaborative Wealth Managment Inc. 0.34% Reduce -4.1% 5,694 $750K
Herbst Group, LLC 0.47% Add +41.6% 5,683 $749K
Gsa Capital Partners LLP 0.06% Reduce -1.7% 5,660 $746K
QRG Capital Management, Inc. 0.01% Add +7.6% 5,660 $746K
Victory Financial Group, LLC 0.20% — 5,634 $742K
MV Capital Management, Inc. 0.08% Reduce -2.6% 5,626 $741K
Investment Partners, LTD. 0.30% No change 5,610 $739K
Lindbrook Capital, LLC 0.07% No change 5,595 $737K
Dimension Capital Management LLC 0.12% Add +2.9% 5,551 $731K
Pinnacle Family Advisors, LLC 0.35% Reduce -15.9% 5,544 $730K
Circle Wealth Management, LLC 0.02% Add +36.4% 5,489 $723K
AdvisorNet Financial, Inc 0.06% Add +2.5% 5,484 $723K
GPS Wealth Strategies Group, LLC 0.09% Add +4.1% 5,467 $720K
Riggs Asset Managment Co. Inc. 0.19% Add +2.4% 5,443 $718K
Composition Wealth, LLC 0.01% Reduce -33.8% 5,445 $717K
Johnson Investment Counsel Inc. 0.01% Reduce -0.5% 5,402 $712K
Condor Capital Management 0.06% Reduce -1.8% 5,396 $711K
Financial & Tax Architects, LLC 0.18% Add +8.2% 5,380 $709K
Addison Advisors LLC 0.20% Reduce -1.1% 5,367 $707K
CX Institutional 0.03% Reduce -58.3% 5,366 $707K
Rothschild Wealth LLC 0.21% Reduce -80.1% 5,335 $703K
Bessemer Group Inc. 0.00% Add +713.7% 5,330 $702K
Aveo Capital Partners, LLC 0.08% Add +5.6% 5,322 $701K
one8zero8, LLC 0.15% — 5,311 $700K
Providence Capital Advisors, LLC 0.14% Reduce -3.4% 5,306 $699K
Geneos Wealth Management Inc. 0.02% Add +0.4% 5,301 $698K
Debussy Capital Management LP 0.11% Add +2.2% 5,010 $697K
Larson Financial Group LLC 0.04% Add +7.4% 5,273 $695K
Journey Advisory Group, LLC 0.08% No change 5,691 $694K
Worth Financial Advisory Group, LLC 0.42% Reduce -4.6% 5,238 $690K
Astoria Portfolio Advisors LLC. 0.25% Add +35.4% 5,119 $688K
Sovran Advisors, LLC 0.10% — 5,085 $684K
Roehl & Yi Investment Advisors, LLC 0.38% — 5,175 $682K
Wolff Financial Management LLC 0.19% No change 5,156 $679K
Finward Bancorp 0.59% — 5,126 $675K
Beaton Management Co. Inc. 0.34% No change 5,126 $675K
BLB&B Advisors, LLC 0.03% Add +63.1% 5,103 $672K
True Vision MN LLC 0.40% New 5,060 $667K
Johnson Financial Group, Inc. 0.03% Add +238.2% 4,762 $659K
First Foundation Advisors 0.02% Add +0.7% 4,980 $656K
One Charles Private Wealth Services, LLC 0.22% Reduce -5.0% 4,978 $656K
Vertex Planning Partners, LLC 0.14% Add +5.3% 4,957 $653K
Meridian Wealth Management, LLC 0.03% Reduce -1.5% 4,954 $653K
Ally Invest Advisors Inc. 0.06% Add +12.1% 4,946 $652K
Bricktown Capital, LLC 0.14% No change 4,933 $650K
OneAscent Financial Services LLC 0.06% New 4,920 $648K
Safeguard Financial, LLC 0.14% Add +0.2% 4,890 $644K
White Pine Investment CO 0.17% New 4,885 $644K
Regal Investment Advisors LLC 0.05% Reduce -27.8% 4,866 $641K
German American Bancorp, Inc. 0.07% Add +119.0% 4,864 $641K
WMS Partners, LLC 0.04% Reduce -1.9% 4,858 $640K
Belmont Capital, LLC 0.10% Add +5.8% 4,852 $639K
Meridian Wealth Advisors, LLC 0.10% Reduce -1.8% 4,805 $633K
Vaughan David Investments LLC 0.01% Reduce -13.6% 4,786 $631K
Apollon Wealth Management, LLC 0.01% Add +60.7% 4,767 $628K
Clearstead Advisors, LLC 0.01% Add +161.1% 4,760 $627K
LeClair Wealth Partners LLC 0.42% — 4,750 $626K
Insigneo Advisory Services, LLC 0.06% Reduce -3.5% 4,727 $623K
Manhattan West Asset Management, LLC 0.17% New 4,706 $620K
Vident Advisory, LLC 0.01% New 4,689 $618K
CHICAGO TRUST Co NA 0.11% Add +5.5% 4,679 $617K
First National Trust Co 0.02% Add +17.4% 4,655 $613K
Montag & Caldwell, LLC 0.13% Reduce -0.8% 4,650 $613K
Stephens Inc. 0.01% Add +4.5% 4,634 $611K
Security Financial Services, INC. 0.12% No change 4,628 $610K
Prentice Wealth Management LLC 0.18% Reduce -8.7% 4,625 $609K
Encompass More Asset Management 0.20% Reduce -53.8% 4,594 $605K
Transform Wealth, LLC 0.03% Reduce -15.7% 4,590 $605K
AssuredPartners Investment Advisors, LLC 0.12% — 4,529 $597K
UNIVEST FINANCIAL Corp 0.04% Add +25.3% 4,509 $594K
AmeriServ Wealth Advisors 0.32% — 4,501 $593K
Hillcrest Wealth Advisors - NY, LLC 0.28% No change 4,500 $593K
Rockingstone Advisors LLC 0.26% Reduce -6.4% 4,480 $590K
Choreo, LLC 0.01% Add +22.6% 4,450 $587K
Traction Financial Partners, LLC 0.46% No change 4,448 $586K
WNY Asset Management, LLC 0.07% Add +23.7% 4,431 $584K
Baker Avenue Asset Management, LP 0.02% Reduce -1.1% 4,410 $581K
SteelPeak Wealth, LLC 0.02% Reduce -72.1% 4,408 $581K
Point Windward Advisors Inc. 0.22% Add +5.5% 4,390 $578K
MBA Advisors LLC 0.29% Add +47.1% 4,370 $576K
Hexagon Capital Partners LLC 0.10% Add +1.5% 4,341 $572K
Squarepoint Ops LLC 0.00% Reduce -97.5% 4,341 $572K
Donaldson Capital Management, LLC 0.02% Add +13.1% 4,329 $570K
Capital Investment Advisory Services, LLC 0.05% Reduce -0.4% 4,323 $570K
Aviance Capital Partners, LLC 0.08% Add +0.1% 4,297 $566K
Private Portfolio Partners LLC 0.10% Add +1.3% 4,290 $565K
One Capital Management, LLC 0.02% Reduce -38.9% 4,277 $564K
Empower Advisory Group, LLC 0.00% Add +0.8% 4,276 $563K
Monetary Management Group Inc. 0.15% Add +18.1% 4,250 $560K
Essex Financial Services, Inc. 0.04% Reduce -64.7% 4,220 $556K
Brick & Kyle, Associates 0.24% Add +0.1% 4,181 $551K
Rational Advisors, Inc. 0.06% New 4,179 $551K
Beacon Financial Advisory LLC 0.18% Add +0.4% 4,178 $550K
Synovus Financial Corp. 0.01% Reduce -43.8% 4,167 $549K
Bragg Financial Advisors, Inc 0.02% Add +35.4% 4,155 $547K
Stonebridge Financial Group, LLC 0.06% — 4,151 $547K
Alteri Wealth LLC 0.15% — 4,135 $545K
Avalon Capital Management 0.18% No change 4,121 $543K
Global Assets Advisory, LLC 0.30% New 4,132 $543K
Avestar Capital, LLC 0.05% Add +7.8% 4,104 $541K
Global Financial Private Client, LLC 0.20% No change 4,093 $539K
Argent Trust Co 0.02% Add +11.8% 4,083 $538K
Stock Yards Bank & Trust Co. 0.02% Reduce -22.1% 4,073 $537K
Duncker Streett & Co. Inc. 0.10% Reduce -4.7% 4,069 $536K
Luminist Capital LLC 0.94% — 4,064 $535K
Founders Financial Alliance, LLC 0.15% Reduce -0.0% 4,049 $533K
Solstein Capital, LLC 0.30% No change 4,030 $531K
Mainsail Asset Management, LLC 0.37% No change 4,000 $527K
Watts Gwilliam & Co., LLC 0.11% Reduce -1.3% 3,967 $525K
Bokf, NA 0.01% Reduce -1.1% 3,909 $513K
Park Edge Advisors, LLC 0.15% Reduce -3.2% 3,895 $513K
Crew Capital Management, Ltd 0.43% Reduce -15.1% 3,895 $513K
Florida Financial Advisors, LLC 0.23% Reduce -32.9% 3,857 $508K
PFG Investments, LLC 0.03% Add +6.1% 3,855 $508K
Venture Visionary Partners LLC 0.02% Add +0.9% 3,834 $505K
Wedmont Private Capital 0.03% Add +0.5% 3,832 $503K
Clare Market Investments LLC 0.12% Add +26.7% 3,815 $503K
Flagship Private Wealth, LLC 0.24% New 3,810 $502K
Fiduciary Trust Co 0.01% Add +3.3% 3,805 $501K
WASHINGTON TRUST Co 0.02% Reduce -5.2% 3,796 $500K
Orser Capital Management, LLC 0.34% No change 3,795 $500K
Tidal Investments LLC 0.00% New 3,790 $499K
Ipsen Advisor Group LLC 0.43% — 3,782 $498K
Jackson Hole Capital Partners, LLC 0.10% Add +0.0% 3,767 $496K
Evernest Financial Advisors, LLC 0.13% Reduce -19.6% 3,764 $496K
Mission Wealth Management, LP 0.01% Add +0.4% 3,762 $496K
Absolute Capital Management, LLC 0.27% Reduce -6.0% 3,761 $496K
Titleist Asset Management, LLC 0.06% Add +59.3% 3,713 $489K
Legacy Financial Group, Inc. 0.16% New 3,708 $489K
Ingalls & Snyder LLC 0.02% No change 3,707 $488K
Pekin Hardy Strauss, Inc. 0.06% No change 3,701 $488K
Strategic Advisors LLC 0.09% Add +10.5% 3,700 $488K
Moller Wealth Partners 0.13% Add +28.5% 3,687 $486K
EPG Wealth Management LLC 0.13% Reduce -24.1% 3,680 $485K
Valmark Advisers, Inc. 0.01% Add +20.4% 3,678 $485K
Allegheny Financial Group 0.12% Reduce -3.6% 3,678 $485K
Cape Cod Five Cents Savings Bank 0.04% No change 3,570 $484K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -1.1% 3,670 $484K
NorthRock Partners, LLC 0.02% Reduce -7.0% 3,654 $481K
Jaffetilchin Investment Partners, LLC 0.03% Reduce -2.1% 3,648 $481K
Trust Point Inc. 0.03% No change 3,639 $479K
Wealthgarden F.S. LLC 0.45% Reduce -23.6% 3,625 $478K
Kaizen Financial Strategies 0.27% New 3,584 $472K
Ledyard National Bank 0.04% Reduce -4.5% 3,579 $472K
Strategies Wealth Advisors, LLC 0.06% Reduce -1.9% 3,400 $471K
FAS Wealth Partners, Inc. 0.04% Reduce -9.3% 3,568 $470K
JNBA Financial Advisors 0.05% No change 3,562 $469K
Family Firm, Inc. 0.10% Add +74.9% 3,561 $469K
Runnymede Capital Advisors, Inc. 0.41% — 3,547 $467K
Simplicity Wealth,LLC 0.10% Reduce -30.3% 3,523 $464K
Ifrah Financial Services, Inc. 0.13% Add +39.9% 3,514 $463K
Dumont & Blake Investment Advisors LLC 0.12% Reduce -2.1% 3,512 $463K
American Financial Advisors, LLC 0.07% Add +0.4% 3,512 $463K
Obsidian Cio, LLC 0.08% Add +93.7% 3,510 $463K
Elm Partners Management LLC 0.03% Add +55.0% 3,504 $462K
LFA - Lugano Financial Advisors SA 0.30% No change 3,500 $461K
Cozad Asset Management Inc. 0.04% No change 3,493 $460K
InTrack Investment Management Inc 0.32% Reduce -7.1% 3,403 $457K
Finley Financial, LLC 0.24% — 3,380 $457K
Tyche Wealth Partners LLC 0.10% Reduce -3.1% 3,467 $457K
D L Carlson Investment Group Inc. 0.08% Reduce -0.0% 3,422 $451K
Horizon Wealth Management, LLC 0.08% Add +71.8% 3,412 $450K
Glassman Wealth Services 0.08% No change 3,402 $448K
Berger Financial Group, Inc 0.03% Add +0.1% 3,400 $448K
Guardian Asset Advisors, LLC 0.29% Reduce -3.8% 3,393 $447K
University of Texas/Texas Am Investment Management Co. 0.05% No change 3,371 $444K
Cassaday & Co Wealth Management LLC 0.01% Reduce -4.0% 3,345 $441K
Narus Financial Partners, LLC 0.15% Reduce -31.4% 3,327 $438K
Group One Trading LLC 0.01% New 3,324 $438K
Chemistry Wealth Management LLC 0.10% Add +0.0% 3,324 $438K
Savvy Advisors, Inc. 0.05% Add +92.0% 3,310 $436K
Townsend Asset Management Corp. /NC/ 0.16% Add +0.5% 3,299 $435K
Archford Capital Strategies, LLC 0.07% No change 3,297 $434K
Acropolis Investment Management, LLC 0.03% No change 3,288 $433K
Whittier Trust Co. of Nevada Inc. 0.01% No change 3,275 $432K
Wealthstar Advisors, LLC 0.19% — 3,273 $431K
Bailard, Inc. 0.01% Add +6.1% 3,266 $430K
Legacies Wealth LLC 0.33% No change 3,229 $425K
Aries Wealth Management 0.12% Add +53.0% 3,211 $423K
Allen Investment Management, LLC 0.00% No change 3,202 $422K
Breakwater Capital Group 0.08% No change 3,196 $421K
American Institute for Advanced Investment Management, LLP 0.31% Reduce -9.9% 3,182 $419K
Jump Financial, LLC 0.01% New 3,181 $419K
Focus Partners Advisor Solutions, LLC 0.01% Add +31.0% 3,164 $417K
RPG Investment Advisory, LLC 0.06% Reduce -0.3% 3,157 $416K
Advyzon Investment Management, LLC 0.16% — 3,155 $416K
Creegan & Nassoura Financial Group, LLC 0.28% No change 3,150 $415K
Northstar Financial Companies, Inc. 0.39% — 3,112 $410K
Financial Partners Group, Inc 0.06% Add +44.8% 3,107 $409K
Inspire Advisors, LLC 0.05% Add +4.4% 3,103 $409K
Occidental Asset Management, LLC 0.06% Reduce -22.6% 3,077 $405K
Elevated Capital Advisors, LLC 0.11% Reduce -69.2% 3,069 $404K
Legacy Capital Group California, Inc. 0.12% Add +27.5% 3,046 $401K
Procyon Advisors, LLC 0.03% Reduce -34.4% 3,046 $401K
Vantage Financial Partners, LLC 0.10% Reduce -38.7% 3,045 $401K
Pitcairn Co. 0.02% No change 3,025 $399K
Equitable Trust Co. 0.02% Reduce -9.0% 3,022 $398K
RMR Wealth Builders 0.04% Add +4.3% 3,015 $397K
Iams Wealth Management, LLC 0.18% Add +9.9% 3,013 $397K
Cladis Investment Advisory, LLC 0.28% Add +88.2% 3,011 $397K
Wulff, Hansen & Co. 0.38% Reduce -3.1% 3,010 $397K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% New 3,002 $396K
Northstar Group, Inc. 0.07% No change 2,999 $395K
FNY Investment Advisers, LLC 0.21% New 2,998 $395K
Waterloo Capital, L.P. 0.04% Reduce -3.0% 2,997 $395K
Seelaus Asset Management LLC 0.37% Add +3.5% 2,995 $395K
Orleans Capital Management Corp. 0.22% Reduce -5.5% 2,846 $394K
USA Financial Formulas 0.06% Reduce -15.9% 2,992 $394K
Provenance Wealth Advisors, LLC 0.05% No change 2,982 $393K
Mosley Wealth Management 0.24% Add +19.6% 2,847 $392K
Acorn Financial Advisory Services Inc. 0.06% Add +9.0% 2,962 $390K
Arista Wealth Management, LLC 0.09% Add +5.4% 2,928 $386K
TD Private Client Wealth LLC 0.01% Reduce -11.1% 2,924 $385K
Simon Quick Advisors, LLC 0.02% Add +24.3% 2,903 $382K
FineMark National Bank & Trust 0.01% No change 2,902 $382K
MWA Asset Management 0.25% Reduce -1.5% 2,901 $382K
Washington Trust Bank 0.04% No change 2,900 $382K
Claro Advisors Inc. 0.05% Reduce -72.8% 2,894 $381K
Gilman Hill Asset Management, LLC 0.07% Reduce -4.5% 2,890 $381K
HBK Sorce Advisory LLC 0.01% Reduce -2.5% 2,887 $380K
Monograph Wealth Advisors, LLC 0.05% No change 2,887 $380K
Goelzer Investment Management, Inc. 0.02% Reduce -0.3% 2,870 $378K
Howe & Rusling Inc. 0.03% Reduce -9.8% 2,854 $376K
Flywheel Private Wealth LLC 0.34% — 2,848 $375K
XTX Topco Ltd 0.03% New 2,846 $375K
Garden State Investment Advisory Services LLC 0.12% Reduce -3.6% 2,835 $375K
Seven Springs Wealth Group, LLC 0.14% No change 2,826 $372K
Chilton Capital Management LLC 0.02% Reduce -19.3% 2,821 $372K
HUB Investment Partners, LLC 0.02% Add +32.3% 2,813 $371K
Fearless Solutions, LLC dba Best Invest 0.28% — 2,788 $367K
Core Wealth Partners LLC 0.21% Add +24.2% 2,785 $367K
Nvwm, LLC 0.09% Add +3.7% 2,775 $366K
WP Advisors, LLC 0.12% Add +0.5% 2,760 $364K
Swmg, LLC 0.14% Reduce -2.7% 2,586 $363K
One Day In July LLC 0.04% Reduce -0.1% 2,742 $361K
Destiny Wealth Partners, LLC 0.06% Add +2.9% 2,735 $360K
Mma Asset Management LLC 0.16% Reduce -77.6% 2,729 $360K
Tiller Private Wealth, Inc. 0.15% Add +74.4% 2,720 $358K
Flagstar Securities, Inc. 0.09% Reduce -5.7% 2,705 $356K
Managed Asset Portfolios, LLC 0.05% New 2,704 $356K
Delta Investment Management, LLC 0.07% Reduce -2.9% 2,696 $355K
MGB Wealth Management, LLC 0.11% New 2,695 $355K
Moneta Group Investment Advisors LLC 0.00% Reduce -1.4% 2,673 $352K
T. Rowe Price Associates Inc. 0.00% Reduce -13.3% 2,658 $351K
Councilmark Asset Management, LLC 0.23% No change 2,650 $349K
Invictus Private Wealth, LLC 0.03% Reduce -0.5% 2,646 $349K
Auxano Advisors, LLC 0.09% No change 2,636 $347K
NorthCoast Asset Management LLC 0.00% Add +3.1% 2,633 $347K
Astra Wealth Partners LLC 0.33% — 2,633 $347K
Fingerlakes Wealth Management, Inc. 0.28% Add +0.5% 2,621 $345K
CRA Financial Services, LLC 0.06% Reduce -8.8% 2,617 $345K
Ritholtz Wealth Management 0.01% Add +4.1% 2,587 $341K
Tennessee Valley Asset Management Partners 0.06% Add +16.0% 2,577 $340K
Strategic Wealth Investment Group, LLC 0.02% New 9,033 $339K
KMG Fiduciary Partners, LLC 0.03% No change 2,568 $338K
Americana Partners, LLC 0.01% Add +2.0% 2,560 $337K
Brighton Jones LLC 0.01% New 2,558 $337K
IFC Advisors LLC 0.07% — 2,539 $335K
Parkside Financial Bank & Trust 0.04% Add +123.8% 2,507 $330K
Berbice Capital Management LLC 0.26% — 2,500 $329K
Haverford Trust Co 0.00% Reduce -12.9% 2,498 $329K
Pure Financial Advisors, LLC 0.01% Add +8.9% 2,490 $328K
Hazlett, Burt & Watson, Inc. 0.15% No change 2,488 $328K
Valicenti Advisory Services Inc. 0.08% Add +40.8% 2,478 $327K
tru Independence LLC 0.10% Reduce -0.5% 2,479 $327K
Eagle Ridge Investment Management 0.03% No change 2,472 $326K
Dearborn Partners LLC 0.01% Reduce -2.0% 2,465 $325K
Private Management Group Inc. 0.01% No change 2,457 $324K
KG Capital Management 0.10% Reduce -0.8% 2,450 $323K
Sharkey, Howes & Javer 0.05% No change 2,450 $323K
Flputnam Investment Management Co. 0.01% New 2,438 $321K
Sequent Planning LLC 0.12% Add +28.7% 2,412 $318K
City Holding Co. 0.04% Add +166.6% 2,397 $316K
Ring Mountain Capital, LLC 0.21% — 2,384 $314K
Peoples Bank 0.22% No change 2,379 $313K
Summit X, LLC 0.07% Add +9.9% 2,378 $313K
Matauro, LLC 0.07% — 2,370 $312K
NorthCrest Asset Manangement, LLC 0.01% Add +8.5% 2,365 $312K
Visionary Wealth Advisors 0.02% Reduce -6.8% 2,358 $311K
American National Bank & Trust 0.03% Reduce -10.7% 2,341 $308K
Gallacher Capital Management LLC 0.15% Add +24.5% 2,322 $306K
Oxler Private Wealth LLC 0.10% Add +0.5% 2,319 $306K
Traynor Capital Management, Inc. 0.02% Add +0.2% 2,314 $305K
Bleakley Financial Group, LLC 0.01% Add +0.8% 2,312 $305K
Fourpath Capital Management, LLC 0.06% Add +11.7% 2,312 $305K
Cypress Capital Group 0.04% Reduce -14.8% 2,307 $304K
Sheaff Brock Investment Advisors, LLC 0.03% No change 2,300 $303K
First United Bank & Trust 0.11% Reduce -4.5% 2,297 $303K
Adirondack Trust Co. 0.12% Reduce -1.9% 2,294 $302K
TrueWealth Advisors, LLC 0.10% Add +7.9% 2,288 $301K
Strategic Blueprint, LLC 0.02% Reduce -24.9% 2,283 $301K
Blueprint Investment Partners LLC 0.05% New 2,276 $300K
Daymark Wealth Partners, LLC 0.01% Add +49.8% 2,260 $298K
Centennial Bank 0.14% No change 2,250 $296K
Verum Partners LLC 0.09% Add +0.4% 2,247 $296K
Waldron Private Wealth LLC 0.01% Add +2.5% 2,238 $295K
Spartan Planning & Wealth Management 0.27% — 2,234 $294K
Mainstream Capital Management LLC 0.21% Reduce -2.5% 2,234 $294K
Avantax Planning Partners, Inc. 0.01% Add +35.0% 2,232 $294K
Evoke Wealth, LLC 0.01% Reduce -6.5% 2,230 $294K
McKinley Carter Wealth Services, Inc. 0.02% Reduce -5.1% 2,229 $294K
Greenleaf Trust 0.00% No change 2,221 $293K
Byrne Financial Freedom, LLC 0.13% — 2,219 $292K
ABLE Financial Group, LLC 0.09% Add +0.5% 2,217 $292K
SVB Wealth LLC 0.01% New 2,213 $292K
Betterment LLC 0.00% Add +1.7% 2,205 $291K
Meridian Financial Advisors, LLC 0.20% Reduce -21.4% 2,200 $290K
Compound Planning, Inc. 0.01% Reduce -46.4% 2,198 $290K
Capital Square, LLC 0.16% New 2,045 $289K
Lodestar Private Asset Management LLC 0.04% New 2,188 $288K
CWA Asset Management Group, LLC 0.01% New 2,185 $288K
TruWealth Advisors, LLC 0.02% Add +0.1% 2,183 $288K
Westfuller Advisors, LLC 0.18% Reduce -0.7% 2,180 $287K
International Assets Investment Management, LLC 0.02% New 2,163 $284K
Marcum Wealth, LLC 0.02% Add +0.1% 2,140 $282K
Financial Management Network Inc. 0.06% Reduce -15.1% 2,123 $282K
Smith, Moore & Co. 0.03% Reduce -0.6% 2,137 $282K
Symphony Financial Services, Inc. 0.23% Add +1.3% 2,134 $281K
Hudock, Inc. 0.05% Add +0.8% 2,133 $281K
Whitener Capital Management, Inc. 0.08% Add +4.0% 2,126 $280K
Evergreen Capital Management LLC 0.01% No change 2,123 $280K
Wealth Watch Advisors, INC 0.17% — 2,116 $279K
IAM Advisory, LLC 0.07% Reduce -43.9% 2,115 $279K
Harmony Asset Management LLC 0.11% New 2,112 $278K
Sebold Capital Management, Inc. 0.19% Reduce -9.5% 2,106 $277K
Optimum Investment Advisors 0.12% No change 2,100 $277K
Verity & Verity, LLC 0.03% Reduce -2.1% 2,094 $276K
Alterna Wealth Management, Inc. 0.23% New 2,079 $274K
Strategic Wealth Partners, Ltd. 0.02% New 1,981 $273K
Cornerstone Select Advisors, LLC 0.26% — 2,062 $272K
Northwest Financial Advisors 0.22% Add +17.4% 2,055 $271K
Valley Wealth Managers, Inc. 0.02% Add +65.0% 2,052 $270K
Fifth Third Wealth Advisors LLC 0.01% Add +16.6% 2,051 $270K
Pinnacle Financial Partners Inc 0.01% Add +1.6% 2,033 $270K
Chicago Partners Investment Group LLC 0.01% Add +0.8% 2,028 $269K
180 Wealth Advisors, LLC 0.04% Add +9.8% 2,040 $269K
Vontobel Holding Ltd. 0.00% New 2,036 $268K
Novak & Powell Financial Services, Inc. 0.16% Add +6.8% 2,033 $268K
Arlington Capital Management, Inc. 0.18% Add +8.4% 2,030 $267K
Sterling Investment Management, LLC 0.21% Reduce -11.2% 2,027 $267K
Bison Wealth, LLC 0.06% Add +3.6% 2,026 $267K
Montecito Bank & Trust 0.05% Reduce -15.3% 2,025 $267K
Baldwin Investment Management, LLC 0.03% No change 2,020 $266K
GWN Securities Inc. 0.07% — 1,889 $265K
Cascades Capital Asset Management, LLC 0.14% New 2,001 $264K
Stone Summit Wealth LLC 0.09% Reduce -0.3% 2,000 $264K
Motco 0.03% No change 1,999 $263K
Fortress Private Ledger, LLC 0.16% — 1,998 $263K
Edgestream Partners, L.P. 0.01% Reduce -87.2% 1,993 $263K
Chatham Capital Group, Inc. 0.04% No change 1,985 $262K
Milestone Asset Management Group, LLC 0.23% — 1,982 $261K
Centennial Wealth Advisory LLC 0.10% Reduce -2.2% 1,980 $261K
Peak Financial Management, Inc. 0.08% Reduce -3.7% 1,975 $260K
Park National Corp. 0.01% No change 1,967 $259K
American State Bank (Iowa) 0.16% No change 1,966 $259K
Strategy Asset Managers LLC 0.05% Reduce -21.2% 1,950 $257K
Legacy Edge Advisors, LLC 0.04% Reduce -1.3% 1,945 $257K
Talisman Wealth Advisors LLC 0.27% Reduce -9.9% 1,941 $256K
Burling Wealth Partners, LLC 0.05% — 1,940 $256K
L & S Advisors Inc 0.03% No change 1,936 $255K
Stack Financial Management, Inc 0.02% Add +0.9% 1,931 $254K
IronOak Wealth LLC. 0.28% — 1,930 $254K
Narwhal Capital Management 0.02% No change 1,925 $254K
Spirepoint Private Client, LLC 0.03% No change 1,906 $251K
Silverlake Wealth Management LLC 0.10% Reduce -36.7% 1,905 $251K
Rwa Wealth Partners, LLC 0.00% No change 1,900 $250K
Crewe Advisors LLC 0.03% Add +0.1% 1,898 $250K
Straight Path Wealth Management 0.10% Add +0.4% 1,897 $250K
Forum Financial Management, LP 0.00% Add +5.2% 1,890 $249K
Sage Capital Management, LLC 0.13% Add +0.5% 1,889 $249K
InvesTrust 0.07% — 1,885 $249K
Capstone Wealth Management Group LLC 0.19% — 1,875 $247K
Fielder Capital Group LLC 0.08% No change 1,860 $245K
First Command Advisory Services, Inc. 0.00% Add +16.3% 1,860 $245K
Mission Creek Capital Partners, Inc. 0.05% Add +0.3% 1,857 $245K
Sigma Investment Counselors Inc. 0.01% Add +16.2% 1,853 $244K
Coldstream Capital Management Inc. 0.01% Reduce -11.4% 1,853 $244K
WealthTrust Axiom LLC 0.07% Add +0.4% 1,848 $244K
Hopwood Financial Services, Inc. 0.18% — 1,843 $243K
Synergy Financial Group, LTD 0.20% No change 1,840 $242K
Tandem Capital Management Corp. 0.13% No change 1,840 $242K
Provident Wealth Management, LLC 0.08% Reduce -8.2% 1,836 $242K
Ameriflex Group, Inc. 0.11% — 1,742 $241K
Accurate Wealth Management, LLC 0.05% New 1,830 $240K
BIP Wealth, LLC 0.02% Add +15.2% 1,809 $238K
Tiemann Investment Advisors, LLC 0.11% Reduce -5.3% 1,800 $237K
Severin Investments, LLC 0.24% — 1,792 $236K
Stillwater Wealth Management Group 0.21% — 1,792 $236K
Cullen/Frost Bankers, Inc. 0.00% Reduce -3.9% 1,791 $236K
Noesis Capital Mangement Corp. 0.04% Reduce -2.7% 1,790 $236K
Halbert Hargrove Global Advisors, LLC 0.01% Add +0.5% 1,783 $235K
Integral Investment Advisors, Inc. 0.08% Reduce -3.2% 1,781 $235K
Rollins Financial Advisors, LLC 0.04% Add +0.1% 1,777 $234K
SevenBridge Financial Group, LLC 0.04% No change 1,682 $233K
Garrison Point Advisors, LLC 0.11% Add +0.6% 1,769 $233K
EWG Elevate Inc. 0.07% Reduce -15.6% 1,766 $233K
Stratos Investment Management, LLC 0.01% Reduce -2.8% 1,763 $232K
UMB Bank, n.a. 0.00% Reduce -12.6% 1,761 $232K
Wetzel Investment Advisors, Inc. 0.12% Add +1.8% 1,757 $232K
Financial Freedom, LLC 0.12% No change 1,756 $231K
Beese Fulmer Investment Management, Inc. 0.02% No change 1,754 $231K
Bearing Point Capital, LLC 0.05% — 1,750 $231K
Birchcreek Wealth Management, LLC 0.14% Reduce -14.3% 1,747 $230K
Concorde Asset Management, LLC 0.12% Reduce -1.5% 1,742 $230K
Freestone Capital Holdings, LLC 0.01% New 1,731 $228K
Means Investment Co., Inc. 0.02% Reduce -11.3% 1,728 $228K
Wealth Alliance, LLC 0.03% Add +5.7% 1,725 $227K
Prostatis Group LLC 0.07% Add +1.2% 1,723 $227K
Zacks Investment Management 0.00% Reduce -14.1% 1,719 $226K
BlackDiamond Wealth Management, LLC 0.13% Reduce -3.6% 1,718 $226K
Bristlecone Advisors, LLC 0.02% No change 1,711 $225K
Chapin Davis, Inc. 0.07% No change 1,663 $225K
Investment Partners Asset Management, Inc. 0.18% No change 1,704 $225K
Stolper Co 0.07% Reduce -1.4% 1,697 $224K
Locust Wood Capital Advisers, LLC 0.01% New 1,700 $224K
Leigh Baldwin & Co., LLC 0.19% — 1,687 $222K
Fairview Capital Investment Management, LLC 0.01% No change 1,687 $222K
Capital Advisors Inc. 0.00% Add +5.6% 1,686 $222K
Lifeworks Advisors, LLC 0.04% Reduce -2.0% 1,682 $222K
Blue Bell Private Wealth Management, LLC 0.04% No change 1,678 $221K
Delta Financial Group, Inc. 0.05% Add +5.1% 1,680 $221K
NFSG Corp 0.06% Reduce -12.8% 1,677 $221K
Fort Point Capital Partners LLC 0.02% Add +0.1% 1,664 $219K
Mayflower Financial Advisors, LLC 0.03% No change 1,664 $219K
Nadler Financial Group, Inc. 0.02% No change 1,655 $218K
Global Trust Asset Management, LLC 0.08% Add +3.1% 1,650 $217K
Mattern Wealth Management LLC 0.05% No change 1,650 $217K
Tableaux LLC 0.18% — 1,646 $217K
Ausdal Financial Partners, Inc. 0.02% New 1,642 $216K
Journey Strategic Wealth LLC 0.01% Reduce -9.3% 1,620 $213K
Chris Bulman Inc 0.14% Reduce -5.8% 1,619 $213K
Precedent Wealth Partners, LLC 0.07% No change 1,612 $212K
SYM FINANCIAL Corp 0.03% Add +12.3% 1,602 $211K
GDS Wealth Management 0.02% Reduce -12.6% 1,601 $211K
L.M. Kohn & Company 0.05% Add +4.4% 1,600 $211K
Cornerstone Capital, Inc. 0.02% Reduce -28.3% 1,600 $211K
Consolidated Portfolio Review Corp 0.03% New 1,592 $210K
Pictet Asset Management Holding SA 0.00% No change 1,592 $210K
M.E. Allison & Co., Inc. 0.23% — 1,588 $209K
Capitol Family Office, Inc. 0.28% No change 1,585 $209K
Penobscot Investment Management Company, Inc. 0.02% Reduce -16.4% 1,585 $209K
FLC Capital Advisors 0.05% New 1,576 $208K
Annex Advisory Services, LLC 0.01% No change 1,561 $206K
Hoxton Planning & Management, LLC 0.08% No change 1,560 $206K
Gray Private Wealth, LLC 0.12% No change 1,559 $205K
Main Street Financial Solutions, LLC 0.02% Reduce -35.4% 1,557 $205K
Comprehensive Financial Consultants Institutional, Inc. 0.07% New 1,538 $203K
N.E.W. Advisory Services LLC 0.02% New 1,535 $202K
First Citizens Financial Corp 0.11% Add +1.7% 1,521 $200K
Front Row Advisors LLC 0.07% No change 1,517 $200K
Pittenger & Anderson Inc. 0.01% Reduce -6.5% 1,510 $199K
Friedenthal Financial 0.12% Reduce -0.5% 1,497 $197K
Caldwell Trust Co 0.02% Reduce -25.6% 1,481 $195K
Carolinas Wealth Consulting LLC 0.04% No change 1,455 $192K
Lee Danner & Bass Inc. 0.01% New 1,409 $186K
Hollencrest Capital Management 0.01% Add +7.2% 1,401 $185K
ORG Partners LLC 0.03% Add +211.1% 1,400 $185K
Point72 (DIFC) Ltd 0.02% New 1,358 $179K
Ancora Advisors LLC 0.00% No change 1,350 $178K
Missouri Trust & Investment Co 0.06% No change 1,343 $177K
Y.D. More Investments Ltd 0.02% Add +6.9% 1,327 $175K
Arax Advisory Partners 0.01% Add +143.2% 1,306 $172K
Byrne Asset Management LLC 0.14% Add +3.9% 1,294 $170K
HM Payson & Co. 0.00% No change 1,269 $167K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +2.0% 1,258 $166K
EverSource Wealth Advisors, LLC 0.01% New 1,248 $164K
Paladin Advisory Group, LLC 0.13% No change 1,246 $164K
Signaturefd, LLC 0.00% Reduce -4.4% 1,239 $163K
Paloma Partners Management Co 0.01% Reduce -96.0% 1,200 $158K
Raffa Wealth Management, LLC 0.04% No change 1,191 $157K
Wellington Shields Capital Management, LLC 0.03% No change 1,184 $156K
United Community Bank 0.06% No change 1,154 $152K
Continuum Advisory, LLC 0.02% Add +6.2% 1,151 $152K
Community Bank, N.A. 0.02% No change 1,140 $150K
Beacon Capital Management, LLC 0.02% Add +0.2% 1,135 $150K
SouthState Bank Corp 0.01% Reduce -4.4% 1,096 $144K
Russell Investments Group, Ltd. 0.00% Add +183.6% 1,086 $143K
CVA Family Office, LLC 0.02% No change 1,050 $138K
Brown Brothers Harriman & Co. 0.00% Reduce -0.2% 1,036 $137K
West Oak Capital, LLC 0.07% No change 1,035 $136K
Transcendent Capital Group LLC 0.07% No change 1,000 $132K
Delos Wealth Advisors, LLC 0.10% Reduce -2.5% 992 $131K
Schroder Investment Management Group 0.00% No change 950 $125K
Bangor Savings Bank 0.01% Reduce -0.8% 923 $122K
Valley National Advisers Inc. 0.02% Add +0.1% 923 $121K
Ameritas Investment Partners, Inc. 0.00% Reduce -1.4% 908 $120K
2UniFi Bank 0.08% — 892 $118K
Resources Management Corp. /CT/ 0.02% Reduce -1.7% 877 $116K
Vestor Capital, LLC 0.01% No change 884 $116K
Harbor Investment Advisory, LLC 0.01% No change 878 $116K
MilWealth Group LLC 0.03% No change 869 $115K
LRI Investments, LLC 0.01% No change 859 $113K
Medallion Wealth Advisors, LLC 0.05% — 837 $111K
Farmers & Merchants Investments Inc. 0.00% No change 808 $106K
Cherry Tree Wealth Management, LLC 0.02% No change 764 $101K
Copia Wealth Management 0.09% — 755 $99K
Wood Tarver Financial Group, LLC 0.03% — 737 $97K
Plante Moran Financial Advisors, LLC 0.01% No change 728 $96K
South Plains Financial, Inc. 0.07% — 720 $95K
MCF Advisors LLC 0.01% Add +0.1% 715 $94K
Manchester Capital Management LLC 0.01% No change 714 $94K
Bollard Group LLC 0.00% Add +0.1% 713 $94K
Menard Financial Group LLC 0.06% New 705 $93K
Wellington Shields & Co., LLC 0.03% Add +0.1% 695 $92K
Sunbelt Securities, Inc. 0.01% Add +50.1% 677 $89K
Aventura Private Wealth, LLC 0.05% — 670 $88K
Atticus Wealth Management, LLC 0.03% Add +0.6% 664 $87K
Horrell Capital Management, Inc. 0.03% Add +15.6% 660 $87K
Bartlett & Co. Wealth Management LLC 0.00% No change 655 $86K
Caldwell Sutter Capital, Inc. 0.04% No change 610 $80K
Sachetta, LLC 0.03% No change 610 $80K
PSI Advisors, LLC 0.02% Reduce -35.9% 608 $80K
TCTC Holdings, LLC 0.00% No change 591 $78K
Flagship Wealth Advisors, LLC 0.05% — 585 $77K
Indiana Trust & Investment Management Co 0.03% Reduce -8.9% 575 $76K
DT Investment Partners, LLC 0.01% Add +8.7% 574 $76K
Pacific Center for Financial Services 0.02% No change 573 $75K
Westside Investment Management, Inc. 0.02% Reduce -26.5% 568 $75K
BTG Pactual Asset Management US LLC 0.01% New 558 $74K
SBI Securities Co., Ltd. 0.00% — 556 $73K
Franklin Resources Inc. 0.00% Add +84.5% 546 $72K
Oliver Lagore Vanvalin Investment Group 0.02% Add +28.5% 546 $72K
BankPlus Trust Department 0.02% — 543 $72K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 536 $71K
Tanglewood Legacy Advisors, LLC 0.03% No change 535 $70K
Investors Research Corp 0.01% No change 504 $66K
Granite FO LLC 0.04% No change 500 $66K
Salem Investment Counselors Inc. 0.00% No change 500 $66K
New Republic Capital, LLC 0.04% No change 493 $65K
Tidemark, LLC 0.02% Add +0.6% 487 $64K
Park Square Financial Group, LLC 0.04% — 485 $64K
GAMMA Investing LLC 0.01% No change 479 $63K
Princeton Global Asset Management LLC 0.01% Add +49.4% 475 $63K
Grove Bank & Trust 0.01% No change 475 $63K
Roxbury Financial LLC 0.06% — 427 $62K
Bank of New Hampshire 0.02% No change 463 $61K
Lowe Wealth Advisors, LLC 0.03% Add +360.0% 460 $61K
Wagner Wealth Management, LLC 0.02% Add +0.4% 457 $60K
Van Hulzen Asset Management, LLC 0.00% New 455 $60K
Luken Investment Analytics, LLC 0.03% Add +200.0% 450 $59K
Register Financial Advisors LLC 0.03% Add +10.3% 441 $58K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 430 $57K
Quadrant Capital Group LLC 0.00% Reduce -10.5% 428 $56K
Anchor Investment Management, LLC 0.01% Add +9.8% 426 $56K
Union Savings Bank 0.03% No change 419 $55K
Strengthening Families & Communities, LLC 0.03% Add +0.5% 414 $55K
Bell Investment Advisors, Inc 0.01% No change 414 $55K
Sound Income Strategies, LLC 0.00% Add +33.2% 413 $54K
Coppell Advisory Solutions LLC 0.01% Add +4.6% 411 $54K
St Germain D J Co. Inc. 0.00% Add +9.4% 409 $54K
Covestor Ltd 0.03% Reduce -40.8% 400 $53K
Picton Mahoney Asset Management 0.00% Reduce -71.4% 400 $53K
GKV Capital Management Co., Inc. 0.02% — 400 $53K
Old Second National Bank of Aurora 0.01% No change 400 $53K
Caitlin John, LLC 0.04% Add +1.3% 399 $53K
Tompkins Financial Corp. 0.00% No change 392 $52K
Armor Investment Advisors, LLC 0.02% No change 381 $50K
PFG Private Wealth Management, LLC 0.03% New 362 $48K
BOK Financial Private Wealth, Inc. 0.00% New 360 $47K
Sage Mountain Advisors LLC 0.00% No change 352 $46K
Peoples Financial Services Corp. 0.02% Reduce -1.7% 343 $45K
Pinnacle Bancorp, Inc. 0.01% No change 336 $44K
Hamilton Point Investment Advisors, LLC 0.01% No change 333 $44K
Archer Investment Corp 0.01% Add +0.3% 330 $44K
Bernard Wealth Management Corp. 0.02% — 317 $42K
Operose Advisors LLC 0.01% No change 306 $40K
Truvestments Capital LLC 0.01% Reduce -11.1% 305 $40K
Orion Capital Management LLC 0.02% New 301 $40K
Summit Securities Group LLC 0.01% New 300 $40K
Davis Capital Management 0.03% No change 279 $37K
Washington Trust Advisors, Inc. 0.00% New 273 $36K
McIlrath & Eck, LLC 0.00% Add +40.0% 266 $35K
Sugarloaf Wealth Management, LLC 0.01% Reduce -22.1% 257 $34K
Murphy & Mullick Capital Management Corp 0.03% — 251 $33K
Legacy Bridge, LLC 0.02% No change 250 $33K
Key Financial Inc 0.01% Add +30.2% 250 $33K
Rothschild Investment LLC 0.00% Add +0.4% 247 $33K
DecisionPoint Financial, LLC 0.01% No change 243 $32K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -98.0% 237 $31K
Physician Wealth Advisors, Inc. 0.01% New 235 $31K
Edmond DE Rothschild Holding S.A. 0.00% No change 224 $30K
Heartland Advisors Inc. 0.00% New 221 $29K
Park Place Capital Corp 0.01% Reduce -61.7% 220 $29K
Pathway Financial Advisers, LLC 0.01% Add +0.5% 220 $29K
Ashton Thomas Securities, LLC 0.01% No change 215 $28K
Avion Wealth 0.01% Reduce -81.8% 219 $28K
Capital Analysts, LLC 0.00% Add +34.2% 212 $28K
Hemington Wealth Management 0.01% No change 210 $27K
Synergy Investment Management, LLC 0.01% — 205 $27K
Angeles Wealth Management, LLC 0.00% Reduce -83.1% 204 $27K
Ransom Advisory, Ltd 0.01% Add +100.0% 200 $26K
FSA Wealth Management LLC 0.01% No change 200 $26K
HHM Wealth Advisors, LLC 0.00% Reduce -66.3% 200 $26K
Kohmann Bosshard Financial Services, LLC 0.00% New 200 $26K
Acima Private Wealth, LLC 0.01% No change 196 $26K
Transce3nd, LLC 0.01% — 192 $25K
Bellevue Asset Management, LLC 0.01% No change 192 $25K
Founders Capital Management 0.02% No change 186 $25K
Highline Wealth Partners LLC 0.01% No change 185 $24K
Wintrust Investments LLC 0.02% Reduce -76.9% 179 $23K
Centricity Wealth Management, LLC 0.02% — 174 $23K
MassMutual Private Wealth & Trust, FSB 0.00% No change 174 $23K
Main Street Group, LTD 0.01% No change 173 $23K
Winch Advisory Services, LLC 0.01% Add +0.6% 168 $22K
Householder Group Estate & Retirement Specialist, LLC 0.02% Reduce -92.5% 173 $22K
Center for Financial Planning, Inc. 0.00% No change 165 $22K
Richards, Merrill & Peterson, Inc. 0.01% — 160 $21K
Colonial Trust Co / SC 0.00% No change 150 $20K
Pacifica Partners Inc. 0.01% No change 150 $20K
WestEnd Advisors, LLC 0.00% Reduce -57.3% 141 $19K
Steph & Co. 0.01% No change 139 $18K
Versant Capital Management, Inc 0.00% No change 136 $18K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 134 $18K
Synergy Asset Management, LLC 0.00% New 130 $18K
Costello Asset Management, INC 0.01% No change 130 $17K
Hartford Financial Management Inc. 0.00% No change 126 $17K
Quest 10 Wealth Builders, Inc. 0.02% — 116 $15K
Marathon Trading Investment Management LLC 0.00% Reduce -86.7% 116 $15K
MTM Investment Management, LLC 0.01% No change 115 $15K
First PREMIER Bank 0.00% Add +25.3% 114 $15K
Morling Financial Advisors, LLC 0.00% New 107 $14K
Piscataqua Savings Bank 0.01% No change 106 $14K
JDM Financial Group LLC 0.01% No change 100 $13K
Elevation Wealth Partners, LLC 0.01% No change 100 $13K
Cordgrass Capital Advisors, LLC 0.00% No change 100 $13K
Biltmore Family Office, LLC 0.00% No change 100 $13K
Ulland Investment Advisors, LLC 0.01% Add +300.0% 100 $13K
Signature Resources Capital Management, LLC 0.01% No change 95 $13K
Concord Wealth Partners 0.00% No change 91 $12K
Blue Trust, Inc. 0.00% Reduce -69.2% 90 $12K
Bogart Wealth, LLC 0.00% New 88 $12K
Creekmur Asset Management LLC 0.00% No change 81 $11K
Abound Wealth Management 0.00% No change 79 $10K
Tortoise Investment Management, LLC 0.00% No change 79 $10K
Oakworth Capital, Inc. 0.00% No change 78 $10K
Modus Advisors, LLC 0.00% New 76 $10K
McClarren Financial Advisors, Inc. 0.03% No change 77 $10K
PFS Partners, LLC 0.01% No change 75 $10K
Cedar Mountain Advisors, LLC 0.00% New 75 $10K
WR Wealth Planners, LLC 0.00% Reduce -46.6% 71 $9K
Smithfield Trust Co 0.00% No change 71 $9K
Arvest Investments, Inc. 0.00% No change 63 $8K
Northwest Capital Management Inc 0.00% No change 61 $8K
Rakuten Securities, Inc. 0.00% Add +8.9% 61 $8K
SRH Advisors, LLC 0.00% No change 60 $8K
Ruedi Wealth Management, Inc. 0.00% No change 57 $8K
City State Bank 0.00% No change 55 $7K
Eukles Asset Management 0.00% No change 54 $7K
North Star Investment Management Corp. 0.00% New 54 $7K
REAP Financial Group, LLC 0.00% Reduce -20.9% 53 $7K
Brooklyn Investment Group 0.00% New 51 $7K
Barrett & Company, Inc. 0.00% No change 50 $7K
Rialto Wealth Management, LLC 0.00% — 50 $7K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 50 $7K
Citizens National Bank Trust Department 0.00% No change 50 $7K
Clearstead Trust, LLC 0.00% Reduce -99.5% 49 $6K
Ascentis Wealth Management, LLC 0.00% No change 47 $6K
Financial Gravity Companies, Inc. 0.00% No change 46 $6K
SJS Investment Consulting Inc. 0.00% No change 46 $6K
IMG Wealth Management, Inc. 0.01% — 45 $6K
Millstone Evans Group, LLC 0.00% — 43 $6K
Mather Group, Llc. 0.00% Add +35.5% 42 $6K
Atala Financial Inc 0.00% — 40 $5K
Zions Bancorporation, N.A. 0.00% New 39 $5K
Raleigh Capital Management Inc. 0.00% No change 39 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 40 $5K
Coston, McIsaac & Partners 0.00% No change 39 $5K
Daiwa Securities Group Inc. 0.00% Add +310.0% 41 $5K
Advanced Asset Management Advisors Inc 0.00% No change 37 $5K
Morse Asset Management, Inc 0.00% No change 35 $5K
Comprehensive Financial Planning, Inc. 0.00% — 34 $4K
North Ridge Wealth Advisors, Inc. 0.00% New 31 $4K
Legacy Investment Solutions, LLC 0.00% No change 27 $4K
Legacy Wealth Managment, LLC 0.00% No change 27 $4K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -7.1% 26 $3K
Logan Capital Management Inc. 0.00% Add +4.0% 26 $3K
WealthTrak Capital Management LLC 0.00% — 24 $3K
TruNorth Capital Management, LLC 0.00% No change 22 $3K
GoalVest Advisory LLC 0.00% New 22 $3K
Red Tortoise LLC 0.00% No change 19 $3K
Central Pacific Bank - Trust Division 0.00% No change 19 $3K
WPG Advisers, LLC 0.00% — 16 $2K
Capital A Wealth Management, LLC 0.00% — 13 $2K
Frazier Financial Advisors, LLC 0.00% Reduce -87.6% 11 $1K
Toronto Dominion Bank 0.00% Reduce -99.9% 11 $1K
Thompson Investment Management, Inc. 0.00% No change 10 $1K
Tower View Wealth Management LLC 0.00% New 9 $1K
Compass Financial Services Inc 0.00% — 7 $922
Weaver Capital Management LLC 0.00% No change 6 $791
CGC Financial Services, LLC 0.00% No change 5 $659
Mattson Financial Services, LLC 0.00% New 3 $406
Cassady Schiller Wealth Management, LLC 0.00% No change 3 $395
Lanark Financial, Inc. 0.02% — 1 $169

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