SS Industrial Select SectorXLIETF

13F holders, Q1 2025 (March 31)
1,352holders −21
98new positions
109sold out
6famous investors
$131.08avg. 13F price*

At the end of Q1 2025, 1,352 institutions reported holding SS Industrial Select Sector (XLI) in their 13F filings, down 21 from Q4 2024. 98 opened new positions and 109 sold out. The largest holders were Bank of America Corp. ($2.0B), JPMorgan Chase & Co. ($1.2B) and Morgan Stanley ($1.2B). 6 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS Industrial Select Sector
Filed as
SELECT SECTOR SPDR TR (Q1 2025)
CUSIP
81369Y704
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions98$159.6M
Exits109$495.9M

All 13F filers, Q4 2024 → Q1 2025: 13,002,831 shares bought and 21,077,797 shares sold, net −8,074,966 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,352 holders

Bank of America Corp. 0.18% Add +2.3% 15,585,427 $2.0B
JPMorgan Chase & Co. 0.09% Add +6.2% 9,475,853 $1.2B
Morgan Stanley 0.08% Add +2.9% 9,005,182 $1.2B
Goldman Sachs Group Inc. 0.20% Add +47.5% 7,873,812 $1.0B
Wells Fargo & Company 0.19% Add +0.8% 6,125,926 $802.9M
UBS Group AG 0.16% Reduce -21.6% 5,377,291 $704.8M
LPL Financial LLC 0.25% Add +4.1% 4,862,738 $637.4M
Citigroup Inc. 0.43% Reduce -22.0% 4,260,733 $558.5M
BNP Paribas Financial Markets 0.39% Reduce -51.5% 3,842,750 $503.7M
Healthcare of Ontario Pension Plan Trust Fund 0.99% Add +38.8% 3,400,000 $445.6M
Migdal Insurance & Financial Holdings Ltd. 5.61% Reduce -6.0% 3,048,766 $399.6M
Fisher Asset Management 0.16% Add +45.9% 2,764,195 $362.3M
Ameriprise Financial Inc. 0.10% Reduce -26.9% 2,641,879 $358.8M
Menora Mivtachim Holdings LTD. 2.05% Add +21.8% 2,404,390 $315.1M
Envestnet Asset Management Inc. 0.08% Add +60.3% 1,957,068 $256.5M
Raymond James Financial Inc. 0.10% Reduce -0.8% 1,924,658 $252.3M
Natixis 1.43% Reduce -21.0% 1,856,042 $241.4M
Royal Bank of Canada 0.05% Add +0.4% 1,777,074 $232.9M
ING Groep NV 1.60% Add +0.3% 1,759,344 $230.6M
CHURCHILL MANAGEMENT Corp 2.85% Reduce -31.5% 1,717,374 $225.1M
Cibc World Market Inc. 0.49% Reduce -0.2% 1,624,842 $213.0M
Phoenix Financial Ltd. 2.64% Reduce -23.5% 1,318,041 $172.8M
TD Asset Management Inc 0.14% No change 1,137,100 $149.0M
Susquehanna International Group, LLP 0.22% Add +1409.0% 1,032,483 $135.3M
Barclays PLC 0.06% Add +51.8% 998,333 $130.9M
Factory Mutual Insurance Co. 1.40% Reduce -16.7% 923,500 $121.0M
BlackRock, Inc. 0.00% Reduce -44.8% 729,461 $95.6M
Meitav Investment House Ltd. 1.72% Reduce -13.6% 712,325 $93.4M
Mirae Asset Securities (usa) Inc. 3.66% No change 650,000 $85.2M
Harel Insurance Investments & Financial Services Ltd. 1.07% Reduce 0.0% 621,512 $81.5M
Commonwealth Equity Services, LLC 0.10% Add +1.1% 524,878 $68.8M
Stifel Financial Corp. 0.07% Reduce -0.0% 516,306 $67.7M
Wolverine Trading, LLC 2.13% Reduce -10.3% 516,472 $67.2M
D. E. Shaw & Co. 0.08% Add +3041.7% 500,497 $65.6M
Clal Insurance Enterprises Holdings Ltd 0.63% Reduce -47.8% 467,000 $61.2M
Cetera Investment Advisers 0.12% Add +17.5% 456,595 $59.8M
RiverFront Investment Group, LLC 1.29% Add +3.6% 441,296 $57.8M
Osaic Holdings, Inc. 0.13% Add +23.0% 439,597 $57.7M
MML Investors Services, LLC 0.19% Add +63.4% 435,254 $57.0M
Agf Management Ltd. 0.28% Reduce -5.1% 401,526 $52.6M
Private Advisor Group, LLC 0.30% Add +9.3% 382,153 $50.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3.89% Reduce -12.6% 362,774 $47.5M
HighTower Advisors, LLC 0.06% Reduce -0.3% 359,575 $47.1M
Northern Trust Corp. 0.01% Reduce -1.4% 359,360 $47.1M
Trust Asset Management LLC 3.82% Add +0.6% 355,181 $46.6M
Rockefeller Capital Management L.P. 0.11% Add +10.3% 348,984 $45.7M
Advisory Alpha, LLC 1.55% Add +0.0% 346,951 $45.5M
Bank of Montreal 0.02% Reduce -57.3% 341,908 $44.8M
Alps Advisors Inc. 0.26% Add +23.8% 339,915 $44.6M
Captrust Financial Advisors 0.11% Add +122.2% 338,246 $44.3M
Cornerstone Advisors, LLC 1.84% No change 325,200 $42.6M
Truist Financial Corp. 0.06% Reduce -12.0% 304,980 $40.0M
PNC Financial Services Group, Inc. 0.02% Reduce -2.7% 295,549 $38.7M
J.Safra Asset Management Corp 3.15% Add +2.1% 295,339 $38.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.08% Add +77.5% 267,667 $35.1M
Swan Global Investments, LLC 1.74% Reduce -7.3% 261,184 $34.2M
KCM Investment Advisors LLC 1.23% Add +2.0% 258,694 $33.9M
Jane Street Group, LLC 0.06% Add +141.0% 244,864 $32.1M
Greenwood Gearhart LLC 2.17% Add +4.2% 239,100 $31.3M
CW Advisors, LLC 0.37% Add +2.7% 234,462 $30.7M
Biltmore Wealth Management, LLC 12.67% Reduce -0.8% 229,094 $30.0M
Janney Montgomery Scott LLC 0.08% Reduce -0.9% 227,154 $29.8M
1832 Asset Management L.P. 0.06% Reduce -21.9% 226,675 $29.7M
Perbak Capital Partners LLP 22.00% Add +142.6% 226,453 $29.7M
Full Sail Capital, LLC 1.90% Reduce -1.1% 224,012 $29.4M
Peapack Gladstone Financial Corp. 0.43% Reduce -2.9% 218,685 $28.7M
US Bancorp \de 0.04% Reduce -3.0% 209,489 $27.5M
Mariner, LLC 0.04% Reduce -3.6% 199,156 $26.1M
Park Avenue Securities LLC 0.31% Add +44.0% 195,359 $25.6M
Citadel Advisors 0.02% Reduce -85.5% 189,919 $24.9M
Fifth Third Bancorp 0.09% Add +81.5% 179,584 $23.5M
Millennium Management 0.02% Add +998.1% 176,956 $23.2M
Rothschild Capital Partners, LLC 6.06% Add +5.8% 176,710 $23.2M
Thrivent Financial for Lutherans 0.05% Reduce -56.2% 160,977 $23.0M
New Harbor Financial Group, LLC 6.13% Add +3.2% 175,762 $23.0M
Spire Wealth Management 0.73% Add +3.2% 175,054 $22.9M
Armstrong Advisory Group, Inc. 1.77% No change 168,120 $22.2M
Taiyo Life Insurance Co. 1.94% No change 164,900 $21.6M
Flaharty Asset Management, LLC 3.07% Add +929.8% 162,250 $21.3M
Trek Financial, LLC 1.53% Add +11.1% 161,397 $21.2M
Pathstone Holdings, LLC 0.09% Add +89.4% 156,542 $20.5M
Bar Harbor Wealth Management 1.35% Reduce -0.2% 155,475 $20.4M
Sanctuary Advisors, LLC 0.14% Add +3.1% 152,168 $19.9M
Teamwork Financial Advisors, LLC 2.74% Add +7.0% 151,954 $19.9M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 4.87% Reduce -10.6% 149,120 $19.5M
Cerity Partners LLC 0.04% Add +3.7% 143,129 $18.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.9% 138,254 $18.1M
Equitable Holdings, Inc. 0.17% Reduce -27.7% 132,929 $17.4M
Jones Financial Companies LLLP 0.02% Add +85.1% 132,531 $17.3M
Nelson Capital Management, LLC 2.96% Add +3.0% 130,547 $17.1M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -11.0% 129,668 $17.0M
Gerber Kawasaki Wealth & Investment Management 0.76% Add +4.0% 128,607 $16.9M
FMR LLC 0.00% Add +6.3% 126,670 $16.6M
IHT Wealth Management, LLC 0.51% Add +12.6% 125,178 $16.4M
Itau Unibanco Holding S.A. 0.63% New 124,065 $16.3M
Wharton Business Group, LLC 0.73% Reduce -0.3% 122,440 $16.0M
Qube Research & Technologies Ltd 0.02% Reduce -81.0% 119,550 $15.7M
NewSquare Capital LLC 1.27% Add +5.6% 118,452 $15.5M
Graypoint LLC 0.96% Reduce -6.0% 117,848 $15.4M
Creative Planning 0.01% Add +1.9% 116,579 $15.3M
GTS Securities LLC 0.64% Reduce -26.3% 113,486 $14.9M
Strategic Point Investment Advisors, LLC 2.43% Reduce -2.0% 111,474 $14.6M
1248 Management, LLC 6.14% Add +140.9% 171,998 $14.4M
Round Rock Advisors LLC 2.61% Add +13.3% 107,306 $14.1M
IMZ Advisory Inc 6.34% Reduce -0.4% 106,667 $14.0M
AE Wealth Management LLC 0.12% Add +11.9% 106,628 $14.0M
Mercer Global Advisors Inc. 0.03% Reduce -5.6% 106,542 $14.0M
Krilogy Financial LLC 0.90% Add +13.7% 106,297 $13.9M
Avantax Advisory Services, Inc. 0.08% Reduce -6.9% 105,757 $13.9M
Kestra Advisory Services, LLC 0.07% Add +1.2% 105,137 $13.8M
MAI Capital Management 0.10% Reduce -4.2% 97,422 $12.8M
SG Americas Securities, LLC 0.04% Add +329.5% 96,735 $12.7M
Capital Investment Advisors, LLC 0.23% Reduce -2.2% 91,201 $12.0M
Jmac Enterprises LLC 2.80% Add +1.6% 90,143 $11.8M
PFG Advisors 0.65% Add +1.5% 89,318 $11.7M
Chicago Wealth Management, Inc. 6.08% Add +1.1% 88,456 $11.6M
Focus Partners Wealth 0.03% Reduce -0.3% 88,339 $11.6M
Martin & Co. Inc. 2.23% Add +0.9% 88,061 $11.5M
Walleye Trading LLC 0.33% New 87,901 $11.5M
Spectrum Wealth Counsel, LLC 1.37% Add +4.6% 87,050 $11.4M
Kingsview Wealth Management, LLC 0.21% Add +1.6% 86,321 $11.3M
First Interstate Bank 0.67% Add +3.8% 86,207 $11.3M
AlphaStar Capital Management, LLC 1.14% New 86,169 $11.3M
Comerica Bank 0.05% Reduce -0.3% 85,088 $11.2M
WBH Advisory Inc. 1.04% Add +20.1% 84,749 $11.1M
Parcion Private Wealth LLC 0.91% New 84,736 $11.1M
HSBC Holdings PLC 0.01% Add +739.7% 84,890 $11.0M
NTV Asset Management LLC 1.45% Add +2.4% 82,928 $10.9M
Forbes J M & Co. LLP 1.04% Reduce -1.5% 82,117 $10.8M
Old National Bancorp 0.28% Reduce -5.4% 80,863 $10.6M
Sequoia Financial Advisors, LLC 0.08% Reduce -48.9% 80,653 $10.6M
WCG Wealth Advisors LLC 0.80% Reduce -10.3% 80,300 $10.5M
Lido Advisors, LLC 0.06% Reduce -61.4% 80,299 $10.5M
Breakthru Advisory Services, LLC 16.05% Reduce -5.3% 79,209 $10.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +113.5% 78,143 $10.2M
Stillwater Capital Advisors, LLC 1.42% Add +1.1% 77,845 $10.2M
Gladstone Institutional Advisory LLC 0.47% Add +11.6% 76,907 $10.1M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -9.8% 74,302 $9.7M
Long Run Wealth Advisors, LLC 2.19% Add +4.6% 73,568 $9.6M
Walleye Capital LLC 0.12% Add +4.5% 72,806 $9.5M
Sharper & Granite LLC 3.93% Add +4.0% 72,643 $9.5M
Tritonpoint Wealth, LLC 0.91% Add +2.7% 72,570 $9.5M
Toth Financial Advisory Corp. 1.13% Add +1.0% 71,776 $9.4M
Atom Investors LP 1.16% Add +222.5% 71,713 $9.4M
B. Riley Wealth Advisors, Inc. 0.28% Reduce -12.2% 70,765 $9.3M
Corient Private Wealth LP 0.02% Reduce -57.9% 70,613 $9.3M
NewEdge Advisors, LLC 0.05% Reduce -26.1% 69,698 $9.1M
Dakota Wealth Management 0.21% Reduce -2.1% 69,197 $9.1M
Prudential PLC 0.04% Reduce -5.7% 67,830 $8.9M
Atlas Capital Advisors Inc. 1.11% Reduce -4.0% 67,537 $8.9M
Tamar Securities, LLC 1.20% Add +3.5% 67,176 $8.8M
Steward Partners Investment Advisory, LLC 0.08% Add +6.2% 64,961 $8.5M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -6.5% 64,952 $8.5M
Ayalon Insurance Comp Ltd. 2.69% No change 63,523 $8.3M
Robertson Stephens Wealth Management, LLC 0.30% Reduce -33.7% 61,473 $8.1M
Private Wealth Advisors, LLC 3.38% Add +77.6% 61,433 $8.1M
Assetmark, Inc. 0.02% Reduce -36.3% 61,169 $8.0M
EP Wealth Advisors, LLC 0.06% Reduce -1.2% 60,238 $7.9M
CMH Wealth Management LLC 1.97% Reduce -0.2% 60,004 $7.9M
Busey Bank 0.26% Reduce -0.6% 59,934 $7.9M
Advisory Services Network, LLC 0.15% Add +0.3% 58,285 $7.6M
Opal Wealth Advisors, LLC 2.35% Add +2.1% 58,136 $7.6M
Capstone Investment Advisors, LLC 0.09% Add +2.1% 57,900 $7.6M
Premier Path Wealth Partners, LLC 1.18% Reduce -0.1% 57,890 $7.6M
Meiji Yasuda Life Insurance Co 0.15% New 57,577 $7.5M
Centaurus Financial, Inc. 0.46% Reduce -2.5% 57,423 $7.5M
TD Waterhouse Canada Inc. 0.06% Reduce -1.0% 56,569 $7.5M
Integrated Wealth Concepts LLC 0.09% Reduce -12.3% 56,865 $7.5M
Lyell Wealth Management, LP 0.70% Add +5.6% 56,751 $7.4M
Shira Ridge Wealth Management 3.70% Add +9.8% 56,595 $7.4M
Jefferies Financial Group Inc. 0.13% Add +1.5% 56,438 $7.4M
Salomon & Ludwin, LLC 0.79% Add +4.6% 56,417 $7.4M
JSF Financial, LLC 1.94% New 56,157 $7.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.21% New 55,400 $7.3M
Callan Capital, LLC 0.52% Reduce -0.8% 53,884 $7.1M
Intrua Financial, LLC 1.10% Add +67.8% 53,557 $7.0M
Vickerman Investment Advisors, Inc. 1.58% Add +3.8% 53,137 $7.0M
Trust Co. of Oklahoma 2.39% Reduce -0.9% 52,860 $6.9M
Concurrent Investment Advisors, LLC 0.17% Add +25.8% 52,391 $6.9M
Cresset Asset Management, LLC 0.03% Reduce -8.5% 51,194 $6.7M
Sage Rhino Capital LLC 1.55% Add +1.1% 51,111 $6.7M
Ashton Thomas Private Wealth, LLC 0.26% Add +25.8% 51,002 $6.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.02% Add +5.2% 50,998 $6.7M
Carnegie Investment Counsel 0.16% Add +1.4% 56,180 $6.6M
Burns J W & Co. Inc. 0.85% Reduce -2.0% 50,113 $6.6M
Sabal Trust CO 0.36% Reduce -0.9% 50,097 $6.6M
Hudson Bay Capital Management LP 0.05% New 50,000 $6.6M
Oppenheimer & Co. Inc. 0.10% Add +18.7% 49,798 $6.5M
Pallas Capital Advisors LLC 0.27% Reduce -8.6% 49,291 $6.5M
Atria Investments, Inc 0.08% Reduce -2.2% 48,426 $6.3M
IFG Advisory, LLC 0.35% Add +1.4% 48,202 $6.3M
Oppenheimer Asset Management Inc. 0.08% Reduce -28.6% 47,173 $6.2M
Orange Investment Advisors, Inc. 0.74% Reduce -5.4% 47,118 $6.2M
Atria Wealth Solutions, Inc. 0.07% Add +36.4% 47,107 $6.2M
Nissay Asset Management Corp. /Japan 0.04% No change 47,071 $6.2M
Spinnaker Trust 0.40% Reduce -20.6% 46,568 $6.1M
Quadrature Capital Ltd 0.13% Reduce -50.1% 46,401 $6.1M
Baird Financial Group, Inc. 0.01% Reduce -4.1% 45,784 $6.0M
Western Wealth Management, LLC 0.39% Reduce -7.0% 45,309 $5.9M
Compton Financial Group, LLC 1.70% New 45,019 $5.9M
Cwm, LLC 0.02% Add +12.3% 44,872 $5.9M
Waverly Advisors, LLC 0.07% Reduce -3.1% 44,112 $5.8M
Principal Securities, Inc. 0.13% Add +0.1% 43,337 $5.7M
Essex LLC 1.23% Add +13.3% 43,159 $5.7M
Institute for Wealth Management, LLC. 0.73% Add +2.1% 43,116 $5.7M
Bank Hapoalim BM 0.85% Reduce -5.2% 43,116 $5.7M
Mutual Advisors, LLC 0.16% Reduce -9.4% 43,546 $5.6M
Capital Planning Advisors, LLC 0.87% Add +50.1% 42,849 $5.6M
Wealthcare Advisory Partners LLC 0.15% Reduce -0.5% 42,599 $5.6M
Wela Strategies, Inc. 2.33% New 42,134 $5.5M
Advisor Resource Council 0.44% New 45,102 $5.5M
Chemung Canal Trust Co. 1.21% Reduce -21.1% 41,870 $5.5M
Founders Financial Securities LLC 0.46% Add +42.7% 42,354 $5.5M
Trilogy Capital Inc. 0.29% Add +237.3% 41,806 $5.5M
Clarity Financial LLC 0.63% Add +17.3% 41,552 $5.4M
Simmons Bank 0.41% Reduce -0.1% 41,310 $5.4M
Sandbox Financial Partners, LLC 1.90% Reduce -1.2% 41,034 $5.4M
IFP Advisors, Inc 0.17% Add +2.2% 41,031 $5.4M
Merit Financial Group, LLC 0.08% Reduce -27.0% 40,788 $5.3M
Kennicott Capital Management LLC 3.44% Reduce -2.5% 40,197 $5.3M
Natixis Advisors, LLC 0.01% Add +17.1% 39,990 $5.2M
Pinnacle Associates Ltd. 0.08% Add +5.5% 39,978 $5.2M
StoneX Group Inc. 0.29% Add +5.1% 39,801 $5.2M
Winthrop Capital Management, LLC 1.43% Add +3.3% 39,771 $5.2M
Innealta Capital, LLC 2.85% Reduce -54.4% 39,753 $5.2M
Algorithmic Investment Models, LLC 3.80% Reduce -9.0% 39,388 $5.2M
Prosperity Consulting Group, LLC 0.40% Add +10.0% 39,265 $5.1M
Canton Hathaway, LLC 1.04% Reduce -4.3% 39,248 $5.1M
RFG Advisory, LLC 0.14% Reduce -70.5% 38,683 $5.1M
Benjamin Edwards Inc. 0.07% Reduce -11.2% 38,611 $5.1M
Bremer Bank National Association 0.90% New 38,413 $5.0M
Cumberland Advisors Inc. 2.25% Reduce -0.1% 37,891 $5.0M
Provident Co of the Employees of the Hebrew University LTD 5.69% Reduce -24.9% 37,817 $5.0M
Financial Counselors Inc. 0.07% Reduce -1.1% 37,642 $4.9M
Sage Capital Advisors,llc 1.29% Add +0.2% 37,537 $4.9M
Graham Capital Management, L.P. 0.23% New 37,500 $4.9M
World Investment Advisors 0.13% Add +4.0% 37,339 $4.9M
Innova Wealth Partners 3.03% Reduce -9.4% 37,254 $4.9M
Camelot Technology Advisors, Inc. 4.47% Reduce -0.2% 36,905 $4.8M
Level Four Advisory Services, LLC 0.20% Add +5.8% 36,702 $4.8M
Rye Brook Capital LLC 6.00% Add +107.4% 36,500 $4.8M
Wall Street Financial Group, Inc. 4.92% Reduce -1.9% 36,251 $4.8M
Rise Advisors, LLC 2.09% Reduce -0.7% 36,124 $4.7M
Leicht Financial Planning & Wealth Management, Inc. 2.46% Reduce -2.3% 35,892 $4.7M
Allworth Financial LP 0.03% Reduce -9.3% 35,665 $4.6M
Magnus Financial Group LLC 0.45% Add +16.4% 35,033 $4.6M
Tucker Asset Management LLC 1.49% Reduce -42.9% 35,022 $4.6M
Allspring Global Investments Holdings, LLC 0.01% No change 34,685 $4.6M
Snowden Capital Advisors LLC 0.15% Add +12.5% 34,788 $4.6M
Scotia Capital Inc. 0.02% Add +9.2% 34,732 $4.6M
One Wealth Map LLC 3.01% Add +0.4% 36,876 $4.5M
Vivid Wealth Management, LLC 2.26% Reduce -2.1% 34,454 $4.5M
Ferguson Wellman Capital Management, Inc. 0.09% Reduce -8.1% 34,355 $4.5M
Courier Capital LLC 0.29% Add +5.1% 34,193 $4.5M
Patten & Patten Inc. 0.30% Add +14.8% 34,102 $4.5M
Stockman Wealth Management, Inc. 0.65% Add +15.1% 33,719 $4.4M
SRB Corp. 0.29% Add +63.3% 33,621 $4.4M
Arrow Investment Advisors, LLC 4.66% Reduce -7.9% 33,587 $4.4M
Envestnet Portfolio Solutions, Inc. 0.02% Add +117.8% 33,445 $4.4M
Flagship Harbor Advisors, LLC 0.23% Add +16.8% 33,249 $4.4M
Ironwood Wealth Management, Inc. 2.23% Add +0.4% 34,667 $4.3M
IronBridge Private Wealth, LLC 1.68% Add +3.1% 32,514 $4.3M
Money Concepts Capital Corp. 0.32% Reduce -17.4% 32,381 $4.2M
Balyasny Asset Management L.P. 0.01% Reduce -86.7% 32,244 $4.2M
Granite Harbor Advisors, Inc. 2.21% Add +0.3% 31,778 $4.2M
Sentinel Trust Co. Lba 0.49% No change 31,775 $4.2M
Quantinno Capital Management LP 0.03% Add +2.3% 31,684 $4.2M
Foundations Investment Advisors, LLC 0.08% Reduce -82.3% 31,682 $4.2M
Petredis Investment Advisors LLC 0.43% Add +9.0% 31,486 $4.1M
TCV Trust & Wealth Management, Inc. 0.38% Add +0.5% 31,468 $4.1M
Blair William & Co. 0.01% Reduce -0.7% 31,299 $4.1M
MPWM Advisory Solutions, LLC 2.98% Add +4.3% 31,295 $4.1M
Massachusetts Wealth Management 2.81% Add +13.1% 31,276 $4.1M
High Note Wealth, LLC 1.01% Reduce -3.2% 31,266 $4.1M
Horizon Investments, LLC 0.12% Add +10.5% 30,688 $4.0M
Beacon Pointe Advisors, LLC 0.05% Reduce -32.5% 30,686 $4.0M
Sigma Planning Corp 0.13% Add +3.1% 30,617 $4.0M
Astor Investment Management LLC 2.13% Reduce -3.1% 30,488 $4.0M
Guerra Pan Advisors, LLC 3.09% Add +15.6% 30,055 $3.9M
Brookstone Capital Management 0.06% Add +164.1% 30,007 $3.9M
Allred Capital Management, LLC 1.53% Reduce -0.5% 29,278 $3.8M
Prospera Financial Services Inc 0.09% Reduce -2.7% 29,189 $3.8M
Financial Enhancement Group LLC 0.59% Add +0.6% 30,489 $3.8M
Mechanics Bank Trust Department 0.52% Reduce -1.5% 28,972 $3.8M
Glenmede Trust Co. NA 0.02% Add +20.2% 28,806 $3.8M
AMG National Trust Bank 0.11% Reduce -5.0% 28,718 $3.8M
Keystone Global Partners, LLC 2.64% — 28,684 $3.8M
Maxele Advisors, LLC 3.63% Reduce -0.2% 28,640 $3.8M
&partners 0.04% Reduce -6.4% 28,759 $3.8M
New Wave Wealth Advisors LLC 1.68% Add +11.2% 28,541 $3.7M
Federation des caisses Desjardins du Quebec 0.02% Add +113.8% 28,227 $3.7M
Lodge Hill Capital, LLC 0.87% New 28,120 $3.7M
Brave Asset Management Inc. 1.15% New 28,006 $3.7M
Relyea Zuckerberg Hanson LLC 0.49% Reduce -9.6% 27,502 $3.6M
Venturi Wealth Management, LLC 0.19% Add +30.7% 27,489 $3.6M
Fortis Group Advisors, LLC 0.70% Reduce -45.8% 27,386 $3.6M
First Merchants Corp. 0.14% Add +12.7% 27,308 $3.6M
Independent Financial Group, LLC 0.12% Reduce -28.7% 27,085 $3.6M
Perennial Investment Advisors, LLC 0.40% Add +12.5% 27,004 $3.5M
NorthCrest Asset Manangement, LLC 0.11% Add +1041.9% 27,006 $3.5M
KKM Financial LLC 1.49% Add +0.7% 26,305 $3.5M
Colton Groome Financial Advisors, LLC 1.35% Reduce -5.0% 26,482 $3.5M
Intrepid Financial Planning Group LLC 1.59% Reduce -3.7% 26,184 $3.4M
Victory Financial Group, LLC 0.65% Add +361.1% 25,978 $3.4M
Ameritas Advisory Services, LLC 0.14% Reduce -17.1% 25,691 $3.4M
LMR Partners LLP 0.09% Reduce -26.4% 25,634 $3.4M
Summit Financial, LLC 0.09% Reduce -65.1% 25,296 $3.3M
First Horizon Advisors, Inc. 0.09% Reduce -0.0% 25,146 $3.3M
Nwam LLC 0.28% Add +6.3% 24,838 $3.3M
FIL Ltd 0.00% Reduce -92.9% 24,766 $3.2M
Crescent Grove Advisors, LLC 0.34% Add +42.8% 24,738 $3.2M
Meridian Investment Counsel Inc. 0.95% Add +192.1% 24,706 $3.2M
WealthBridge Capital Management, LLC 0.91% Reduce -0.6% 24,652 $3.2M
Certified Advisory Corp 0.37% Reduce -1.1% 24,640 $3.2M
Choate Investment Advisors 0.08% Add +1.7% 24,629 $3.2M
Sowell Financial Services LLC 0.15% Add +3.2% 24,556 $3.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.30% No change 25,294 $3.2M
Farmers & Merchants Trust Co of Chambersburg PA 1.11% Add +4.6% 23,987 $3.1M
Rehmann Capital Advisory Group 0.19% Reduce -1.4% 23,502 $3.1M
Channel Wealth LLC 0.95% Reduce -11.5% 23,321 $3.1M
HRT Financial LP 0.02% New 23,144 $3.0M
Grassi Investment Management 0.28% Add +0.0% 23,043 $3.0M
Keebeck Wealth Management 0.45% Reduce -22.3% 23,012 $3.0M
Finivi Inc. 2.42% Add +4.4% 22,950 $3.0M
Larson Financial Group LLC 0.14% Add +334.0% 22,885 $3.0M
First Trust Advisors LP 0.00% Add +12.7% 22,801 $3.0M
HB Wealth Management, LLC 0.03% Add +30.8% 22,768 $3.0M
BLB&B Advisors, LLC 0.15% Add +346.1% 22,766 $3.0M
Signal Advisors Wealth, LLC 0.29% Reduce -26.1% 22,689 $3.0M
Summit Securities Group LLC 2.06% Add +7442.3% 22,627 $3.0M
Fiduciary Group, LLC 0.30% Add +6.6% 22,564 $3.0M
BigSur Wealth Management LLC 0.79% Reduce -11.8% 22,385 $2.9M
DAVENPORT & Co LLC 0.02% Reduce -0.5% 22,368 $2.9M
CTC Alternative Strategies, Ltd. 3.57% New 22,305 $2.9M
Financial Advocates Investment Management 0.20% Reduce -7.0% 22,226 $2.9M
Stevens Capital Management LP 0.72% New 22,108 $2.9M
Stratos Wealth Partners, LTD. 0.04% Reduce -6.8% 21,901 $2.9M
Clarus Wealth Advisors 1.53% Reduce -0.7% 22,635 $2.9M
Ameriflex Group, Inc. 1.17% Add +1151.7% 21,804 $2.9M
3EDGE Asset Management, LP 0.19% Add +12.9% 21,835 $2.8M
Curi Capital, LLC 0.07% New 21,521 $2.8M
Centiva Capital, LP 0.16% Reduce -65.5% 21,500 $2.8M
Great Valley Advisor Group, Inc. 0.06% Add +5.1% 21,446 $2.8M
Floyd Financial Group LLC 2.53% Add +2.5% 21,367 $2.8M
Trust Co 0.33% Reduce -39.5% 21,296 $2.8M
CX Institutional 0.11% Add +296.8% 21,293 $2.8M
Cooksen Wealth, LLC 2.83% Reduce -9.0% 22,118 $2.8M
Dorsey Wright & Associates 0.71% Reduce -2.7% 21,229 $2.8M
Huntington National Bank 0.03% Reduce -5.1% 21,209 $2.8M
Integrated Advisors Network LLC 0.14% Reduce -4.7% 21,156 $2.8M
Everstar Asset Management, LLC 1.83% Add +0.7% 21,046 $2.8M
Vectors Research Management, LLC 0.96% Reduce -20.6% 20,985 $2.8M
National Bank of Canada 0.00% Reduce -74.9% 20,761 $2.7M
Butensky & Cohen Financial Security, Inc. 0.83% Add +1.1% 20,566 $2.7M
RPg Family Wealth Advisory, LLC 0.76% Add +44.0% 20,474 $2.7M
Keybank National Association 0.01% Add +0.2% 20,445 $2.7M
United Capital Financial Advisors, LLC 0.02% Reduce -6.2% 20,413 $2.7M
MontVue Capital Management, Inc. 2.13% Reduce -2.9% 20,342 $2.7M
Zullo Investment Group, Inc. 1.14% Reduce -0.0% 20,283 $2.7M
Amarillo National Bank 0.51% No change 19,814 $2.6M
Associated Banc-Corp 0.08% Reduce -0.9% 19,811 $2.6M
Harbour Investments, Inc. 0.07% Add +0.7% 19,766 $2.6M
Visionary Horizons, LLC 1.82% New 19,756 $2.6M
Nilsine Partners, LLC 0.28% Reduce -2.8% 19,725 $2.6M
Bfsg, LLC 0.31% Reduce -2.1% 19,632 $2.6M
Elevation Point Wealth Partners, LLC 0.22% Reduce -4.8% 19,399 $2.5M
Arkadios Wealth Advisors 0.10% Add +48.9% 19,254 $2.5M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 2.59% Reduce -28.7% 19,211 $2.5M
First Financial Bank - Trust Division 0.24% Reduce -3.4% 19,111 $2.5M
Verition Fund Management LLC 0.01% No change 19,029 $2.5M
Belpointe Asset Management LLC 0.13% Add +33.4% 18,842 $2.5M
Masso Torrence Wealth Management Inc. 1.31% Reduce -46.9% 18,775 $2.5M
AAFMAA Wealth Management & Trust LLC 1.11% Reduce -53.8% 18,730 $2.5M
Jacobi Capital Management LLC 0.18% Add +22.5% 18,728 $2.5M
CoreCap Advisors, LLC 0.11% Reduce -35.0% 18,718 $2.5M
Chesapeake Wealth Management 0.87% Reduce -1.2% 18,581 $2.4M
Aspen Investment Management Inc 1.12% Reduce -2.3% 18,542 $2.4M
Abound Financial, LLC 1.22% Add +1.1% 18,437 $2.4M
CreativeOne Wealth, LLC 0.07% Reduce -1.7% 18,364 $2.4M
Spreng Capital Management, Inc. 1.12% Reduce -3.8% 18,336 $2.4M
XTX Topco Ltd 0.12% Add +543.1% 18,304 $2.4M
Cornerstone Advisory, LLC 0.28% Add +0.3% 17,897 $2.4M
Analyst IMS Investment Management Services Ltd. 0.09% No change 18,200 $2.4M
Freedom Investment Management, Inc. 0.20% Add +3.6% 18,094 $2.4M
Burke & Herbert Bank & Trust Co. 0.56% Add +0.2% 17,903 $2.3M
OneDigital Investment Advisors LLC 0.03% Reduce -1.5% 17,832 $2.3M
Eastern Bank 0.05% Reduce -1.6% 17,789 $2.3M
Webster Bank, N. A. 0.25% Add +0.1% 17,634 $2.3M
T. Rowe Price Associates Inc. 0.00% Add +555.0% 17,410 $2.3M
First National Bank of Hutchinson 1.49% Add +2.1% 17,199 $2.3M
United Asset Strategies, Inc. 0.21% Reduce -7.4% 17,161 $2.2M
Apexium Financial, LP 0.13% Add +0.5% 17,149 $2.2M
Cornerstone Wealth Management, LLC 0.15% Add +0.8% 16,831 $2.2M
Evercore Wealth Management, LLC 0.04% Reduce -3.2% 16,582 $2.2M
AQR Capital Management 0.00% Add +37.4% 16,419 $2.2M
GWN Securities Inc. 0.12% Add +698.9% 15,092 $2.1M
1607 Capital Partners, LLC 0.17% Reduce -11.1% 16,010 $2.1M
Per Stirling Capital Management, LLC. 0.30% Add +173.9% 15,908 $2.1M
GeoWealth Management, LLC 0.08% Reduce -9.4% 15,842 $2.1M
Fairvoy Private Wealth, LLC 0.57% Add +12.8% 15,803 $2.1M
Group One Trading LLC 0.09% Add +374.3% 15,767 $2.1M
10Elms LLP 2.44% Add +0.2% 15,763 $2.1M
U.S. Capital Wealth Advisors, LLC 0.06% Reduce -2.8% 15,759 $2.1M
Bank of New York Mellon Corp 0.00% Reduce -31.5% 15,672 $2.1M
BNC Wealth Management, LLC 0.74% Add +13.7% 15,641 $2.1M
Realta Investment Advisors 0.93% Reduce -13.6% 15,608 $2.0M
Fairfield Financial Advisors, LTD 0.77% Add +15.6% 15,598 $2.0M
Moulton Wealth Management, Inc. 1.56% Reduce -0.2% 15,589 $2.0M
Retireful, LLC 1.92% New 15,590 $2.0M
Provida Pension Fund Administrator 0.04% No change 15,442 $2.0M
Tiaa Trust, National Association 0.01% Add +6.5% 15,442 $2.0M
Capital Advisors, Ltd. LLC 0.27% Reduce -34.8% 15,433 $2.0M
Main Management LLC 0.18% No change 15,347 $2.0M
Horizon Financial Services, LLC 1.12% Reduce -11.0% 15,283 $2.0M
Fourth Dimension Wealth, LLC 0.97% Add +2.3% 15,277 $2.0M
Darwin Wealth Management, LLC 0.67% No change 15,136 $2.0M
Brown, Lisle/Cummings, Inc. 0.58% No change 15,192 $2.0M
J.W. Cole Advisors, Inc. 0.06% Reduce -71.3% 15,190 $2.0M
Fifth Third Securities, Inc. 0.17% Reduce -3.8% 15,124 $2.0M
PCG Asset Management, LLC 1.85% Add +0.4% 15,116 $2.0M
Rockport Wealth LLC 0.70% Reduce -33.8% 15,053 $2.0M
Parkside Investments, LLC 0.29% No change 15,000 $2.0M
Bramshill Investments, LLC 0.20% Add +17.4% 15,000 $2.0M
Perigon Wealth Management, LLC 0.05% Reduce -42.9% 14,980 $2.0M
Stratos Wealth Advisors, LLC 0.11% Add +3.7% 14,958 $2.0M
Lindbrook Capital, LLC 0.18% Add +166.6% 14,915 $2.0M
RiverGlades Family Offices LLC 1.40% Add +0.1% 14,852 $1.9M
Kestra Private Wealth Services, LLC 0.03% Add +22.0% 14,813 $1.9M
SIH Partners, LLLP 0.17% New 14,806 $1.9M
Novare Capital Management LLC 0.17% New 14,708 $1.9M
Cary Street Partners Financial LLC 0.06% Reduce -3.4% 14,445 $1.9M
Avior Wealth Management, LLC 0.07% Add +3.5% 14,425 $1.9M
M&T Bank Corp 0.01% Reduce -68.7% 14,360 $1.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +54.0% 14,459 $1.9M
St. Johns Investment Management Company, LLC 0.92% Add +10.8% 14,263 $1.9M
Prime Capital Investment Advisors, LLC 0.02% Add +26.9% 14,206 $1.9M
Bank of Nova Scotia 0.00% Reduce -0.3% 14,135 $1.9M
Wellspring Financial Advisors, LLC 0.21% Reduce -49.9% 14,066 $1.8M
Axxcess Wealth Management, LLC 0.05% Add +0.3% 14,064 $1.8M
MMBG Investment Advisors Co. 0.21% Add +135.5% 14,025 $1.8M
First Business Financial Services, Inc. 0.18% No change 14,013 $1.8M
Cresta Advisors, Ltd. 0.95% Reduce -5.9% 13,952 $1.8M
ZEGA Investments, LLC 0.54% Add +71.0% 13,902 $1.8M
Dorsey & Whitney Trust CO LLC 0.10% Reduce -36.6% 13,803 $1.8M
Global Assets Advisory, LLC 0.34% Add +249.7% 14,448 $1.8M
Wedbush Securities Inc. 0.07% Add +0.7% 13,752 $1.8M
Collier Financial 1.52% New 13,631 $1.8M
Dynamic Advisor Solutions LLC 0.06% New 13,616 $1.8M
Aster Capital Management (DIFC) Ltd 0.33% New 13,088 $1.8M
Boltwood Capital Management 0.54% Add +1.3% 13,471 $1.8M
Valeo Financial Advisors, LLC 0.05% Reduce -0.8% 13,349 $1.7M
Crews Bank & Trust 0.30% Reduce -1.9% 13,299 $1.7M
Good Life Advisors, LLC 0.12% Add +22.4% 13,246 $1.7M
Northeast Financial Consultants Inc 0.08% No change 13,041 $1.7M
CFC Planning Co LLC 1.86% Reduce -19.2% 12,981 $1.7M
Caprock Group, LLC 0.05% Reduce -0.7% 12,965 $1.7M
D.A. Davidson & Co. 0.01% Add +4.3% 12,934 $1.7M
Janney Capital Management LLC 0.12% Reduce -1.0% 12,922 $1.7M
Wesbanco Bank Inc. 0.06% Add +2.8% 12,883 $1.7M
Commerce Bank 0.01% Reduce -5.1% 12,860 $1.7M
Wellington Management Group LLP 0.00% Add +39.1% 12,855 $1.7M
Colony Family Offices, LLC 0.53% No change 12,842 $1.7M
CMG Global Holdings, LLC 1.09% Add +10.2% 13,015 $1.7M
Orion Porfolio Solutions, LLC 0.02% Add +24.3% 12,782 $1.7M
Orion Portfolio Solutions, LLC 0.02% Add +24.3% 12,782 $1.7M
Joseph P. Lucia & Associates, LLC 0.76% Reduce -0.1% 12,763 $1.7M
VestGen Advisors, LLC 0.08% — 12,714 $1.7M
Abbot Financial Management, Inc. 0.85% Add +4.9% 12,479 $1.6M
Parametrica Management Ltd 2.74% Reduce -50.0% 12,400 $1.6M
Modera Wealth Management, LLC 0.02% Reduce -0.8% 12,364 $1.6M
Ensign Peak Advisors, Inc 0.00% New 12,358 $1.6M
Capital Insight Partners, LLC 0.28% Add +10.3% 12,353 $1.6M
HBW Advisory Services LLC 0.23% Reduce -4.4% 12,325 $1.6M
Deltec Asset Management LLC 0.35% No change 12,250 $1.6M
Advisor OS, LLC 0.18% Add +3.0% 12,139 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +6.1% 11,995 $1.6M
Parallel Advisors, LLC 0.04% Reduce -0.3% 11,965 $1.6M
Parsons Capital Management Inc. 0.09% Reduce -0.1% 11,913 $1.6M
Marion Wealth Management 0.42% Reduce -3.0% 11,900 $1.6M
SOL Capital Management CO 0.17% No change 11,895 $1.6M
Composition Wealth, LLC 0.03% Add +117.6% 11,849 $1.6M
First Manhattan Co. Llc. 0.00% Add +0.0% 11,842 $1.6M
Moors & Cabot, Inc. 0.08% Add +98.2% 11,831 $1.6M
Proffitt & Goodson Inc. 0.25% Reduce -19.1% 11,816 $1.5M
Redwood Financial Network Corp 1.18% Reduce -1.4% 11,780 $1.5M
Signature Estate & Investment Advisors LLC 0.04% Reduce -10.5% 11,754 $1.5M
Hilltop Holdings Inc. 0.10% Reduce -7.3% 11,669 $1.5M
Deutsche Bank AG 0.00% Reduce -14.0% 11,642 $1.5M
McGuire Investment Group, LLC 0.23% Add +1.7% 11,583 $1.5M
Polymer Capital Management (HK) LTD 0.26% Reduce -10.2% 11,500 $1.5M
Ibex Wealth Advisors 0.20% Reduce -4.5% 11,495 $1.5M
Successful Portfolios LLC 1.02% Reduce -0.2% 11,428 $1.5M
AmeriServ Wealth Advisors 0.86% Add +153.3% 11,402 $1.5M
Crestwood Advisors Group, LLC 0.03% Reduce -2.1% 11,396 $1.5M
Apollon Financial, LLC 0.35% Reduce -3.6% 11,296 $1.5M
Keel Point, LLC 0.11% Reduce -44.3% 11,161 $1.5M
Bedell Frazier Investment Counselling, LLC 0.37% Reduce -27.3% 11,100 $1.5M
Laurel Wealth Advisors LLC 0.23% Add +3.3% 11,043 $1.4M
Okabena Investment Services Inc. 0.36% Add +0.7% 11,009 $1.4M
Nova Wealth Management, Inc. 1.24% Add +1.2% 10,992 $1.4M
ARS Investment Partners, LLC 0.13% No change 10,818 $1.4M
Compass Capital Corp. /Ma/ 0.75% Add +3.3% 10,927 $1.4M
Glen Eagle Advisors, LLC 0.24% Reduce -0.1% 10,850 $1.4M
Windsor Capital Management, LLC 0.43% Add +0.1% 10,798 $1.4M
Regions Financial Corp. 0.01% Reduce -10.9% 10,770 $1.4M
Donald L. Hagan, LLC 0.73% Add +29.3% 10,739 $1.4M
Wilmington Savings Fund Society, FSB 0.03% Reduce -6.3% 10,724 $1.4M
Brandywine Oak Private Wealth LLC 0.14% Reduce -10.5% 10,654 $1.4M
SMART Wealth LLC 0.50% Add +20.1% 10,587 $1.4M
Capitol Family Office, Inc. 1.93% Add +558.0% 10,430 $1.4M
Transcend Capital Advisors, LLC 0.10% Reduce -1.9% 10,375 $1.4M
Terra Nova Asset Management LLC 1.06% Add +0.5% 10,311 $1.4M
Rovin Capital /Ut/ 0.43% Add +0.7% 10,278 $1.3M
O'shaughnessy Asset Management, LLC 0.01% Add +14.5% 10,180 $1.3M
VCI Wealth Management LLC 0.56% Reduce -12.3% 10,157 $1.3M
Security National Bank 0.25% New 10,098 $1.3M
Financial Sense Advisors, Inc. 0.38% Add +6.5% 10,067 $1.3M
Alexis Investment Partners, LLC 0.63% Add +8.8% 10,076 $1.3M
Creative Financial Designs Inc. 0.10% Reduce -20.9% 9,984 $1.3M
Csenge Advisory Group 0.07% Reduce -16.5% 10,430 $1.3M
Sandy Spring Bank 0.05% Reduce -1.1% 9,937 $1.3M
NewEdge Wealth, LLC 0.02% Add +7.1% 9,883 $1.3M
Principle Wealth Partners LLC 0.09% Reduce -3.8% 9,857 $1.3M
Mgo One Seven LLC 0.05% Reduce -4.2% 9,856 $1.3M
Objective Capital Management, LLC 1.64% Reduce -39.8% 9,833 $1.3M
Wealthfront Advisers LLC 0.00% Reduce -0.5% 9,820 $1.3M
Signet Financial Management, LLC 0.17% Reduce -9.1% 9,801 $1.3M
Pine Valley Investments Ltd Liability Co 0.08% Reduce -8.0% 9,786 $1.3M
Founders Financial Alliance, LLC 0.31% Add +141.3% 9,769 $1.3M
Founders Grove Wealth Partners, LLC 0.36% Add +11.3% 9,744 $1.3M
Cypress Asset Management Inc. 0.34% Reduce -39.8% 9,734 $1.3M
Northstar Advisory Group, LLC 0.83% Reduce -29.0% 9,721 $1.3M
Gotham Asset Management 0.01% New 9,698 $1.3M
American Century Companies Inc. 0.00% New 9,692 $1.3M
Leslie Global Wealth, LLC 0.62% Add +0.1% 9,661 $1.3M
Transamerica Financial Advisors, LLC 0.13% Add +1.6% 9,611 $1.3M
NBT Bank, N.A. 0.09% Reduce -0.9% 9,592 $1.3M
Aveo Capital Partners, LLC 0.21% Add +75.1% 9,320 $1.3M
Verus Capital Partners, LLC 0.12% Add +0.6% 9,451 $1.2M
Magnolia Capital Management Ltd. 1.06% No change 9,440 $1.2M
Blue Chip Partners, LLC 0.11% Reduce -45.8% 9,404 $1.2M
Howard Capital Management Group, LLC 0.10% Add +44.7% 9,402 $1.2M
Capital Investment Counsel, LLC 0.20% Add +4.7% 9,397 $1.2M
Cushing Capital Partners, LLC 1.10% Add +0.8% 9,373 $1.2M
Columbia Advisory Partners LLC 1.06% Reduce -30.8% 9,357 $1.2M
Plimoth Trust Co. LLC 0.32% Add +19.1% 9,286 $1.2M
Providence First Trust Co 0.49% No change 9,216 $1.2M
Landaas & Co. /Wi 0.33% Add +7.6% 9,190 $1.2M
Activest Wealth Management 0.32% Add +14.2% 9,169 $1.2M
First Bancorp, Inc 0.77% No change 9,086 $1.2M
Beaumont Financial Advisors, LLC 0.09% Reduce -7.1% 9,036 $1.2M
Gilliland Jeter Wealth Management LLC 0.42% Reduce -2.1% 9,026 $1.2M
Exchange Capital Management, Inc. 0.19% Reduce -3.1% 9,009 $1.2M
Black Swift Group, LLC 0.26% Reduce -83.7% 8,820 $1.2M
Regal Investment Advisors LLC 0.09% Add +77.3% 8,630 $1.1M
Sava Infond d.o.o. 0.21% Add +0.2% 8,580 $1.1M
Keystone Financial Group 0.11% Reduce -27.8% 8,552 $1.1M
LongView Wealth Management 0.33% Reduce -18.6% 8,466 $1.1M
Rockland Trust Co. 0.06% Reduce -0.5% 8,448 $1.1M
Farther Finance Advisors, LLC 0.03% Add +19.3% 8,382 $1.1M
Townsquare Capital LLC 0.01% Add +23.6% 8,423 $1.1M
Tsfg, LLC 0.23% Reduce -0.1% 8,405 $1.1M
Fulcrum Equity Management 1.18% Reduce -32.5% 8,222 $1.1M
Evanson Asset Management, LLC 0.08% Add +0.2% 8,193 $1.1M
United Bank 0.44% Reduce -52.1% 8,121 $1.1M
Capital Investment Counsel, Inc 0.16% Add +5.5% 8,090 $1.1M
Gallagher Fiduciary Advisors, LLC 0.03% Reduce -0.1% 8,007 $1.0M
Yelin Lapidot Holdings Management Ltd. 0.20% No change 8,000 $1.0M
CIBC Private Wealth Group LLC 0.00% Reduce -12.5% 8,952 $1.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.16% Reduce -3.1% 7,972 $1.0M
Bradley Foster & Sargent Inc. 0.02% No change 7,914 $1.0M
Tocqueville Asset Management L.P. 0.02% No change 7,890 $1.0M
Fagan Associates, Inc. 0.17% Reduce -0.2% 7,884 $1.0M
City Center Advisors, LLC 1.20% Reduce -51.6% 7,842 $1.0M
Alliancebernstein L.P. 0.00% Reduce -86.7% 7,815 $1.0M
Glass Jacobson Investment Advisors llc 0.33% No change 7,726 $1.0M
Exencial Wealth Advisors, LLC 0.04% Reduce -2.4% 7,758 $1.0M
E&G Advisors, LLC 0.29% Add +5.7% 7,743 $1.0M
Iyo Bank, Ltd. 0.32% New 7,622 $999K
Thomasville National Bank 0.07% Reduce -2.3% 7,605 $997K
Rik Saylor Financial, Inc. 0.87% Reduce -1.3% 7,569 $992K
Icon Wealth Advisors, LLC 0.08% Add +18.6% 7,545 $989K
Rational Advisors, Inc. 0.10% Add +79.1% 7,486 $981K
Golden State Wealth Management, LLC 0.14% Add +17.4% 7,421 $973K
Quattro Financial Advisors LLC 0.33% Add +3.1% 7,400 $970K
Kingswood Wealth Advisors, LLC 0.09% Reduce -22.9% 7,371 $968K
Olistico Wealth, LLC 0.60% Reduce -8.1% 7,364 $965K
Brown Advisory Inc. 0.00% Add +5.9% 7,337 $962K
Whittier Trust Co. 0.01% Reduce -1.7% 7,298 $957K
Private Trust Co. NA 0.10% Reduce -15.0% 7,272 $953K
Arlington Trust Co LLC 0.20% Add +18.9% 7,234 $948K
Roberts Wealth Advisors, LLC 0.29% Reduce -3.9% 7,196 $943K
Invst, LLC 0.13% New 7,190 $942K
Houlihan Financial Resource Group, Ltd. 0.42% Add +0.0% 7,142 $936K
OneAscent Financial Services LLC 0.06% Add +42.8% 7,024 $925K
Madden Advisory Services, Inc. 0.43% Reduce -14.0% 7,001 $918K
RPG Investment Advisory, LLC 0.07% Add +121.5% 6,994 $917K
Kovack Advisors, Inc. 0.10% Add +15.9% 6,978 $915K
Independence Bank of Kentucky 0.14% Add +1.4% 6,939 $909K
Smith Salley Wealth Management 0.06% Reduce -1.1% 6,913 $906K
Montag A & Associates Inc. 0.05% Add +1.4% 6,909 $906K
Calton & Associates, Inc. 0.21% Add +14.0% 6,902 $905K
Point Windward Advisors Inc. 0.36% Add +56.8% 6,884 $902K
Focus Financial Network, Inc. 0.04% Reduce -14.0% 6,851 $898K
Retirement Planning Group, LLC 0.04% Reduce -2.3% 6,849 $898K
Game Plan Financial Advisors, LLC 0.50% Reduce -1.8% 6,827 $895K
Insigneo Advisory Services, LLC 0.09% Add +44.3% 6,823 $894K
Financial Insights, Inc. 0.35% Reduce -0.4% 6,801 $891K
World Equity Group, Inc. 0.25% Reduce -50.0% 6,761 $886K
CENTRAL TRUST Co 0.02% Reduce -0.9% 6,743 $884K
Kagan Cocozza Asset Management 0.72% Reduce -1.8% 6,689 $877K
SeaCrest Wealth Management, LLC 0.10% Reduce -0.1% 6,600 $865K
Personal Cfo Solutions, LLC 0.18% Reduce -16.7% 6,593 $864K
Measured Wealth Private Client Group, LLC 0.28% Reduce -68.6% 6,592 $864K
Leuthold Group, LLC 0.11% Reduce -72.1% 6,588 $863K
Worth Asset Management, LLC 0.47% Reduce -15.6% 6,577 $862K
Wealthspire Advisors, LLC 0.01% Reduce -5.2% 6,571 $861K
Quantessence Capital LLC 0.22% New 6,562 $860K
Madison Park Capital Advisors, LLC 0.75% Reduce -3.8% 6,520 $855K
Sapient Capital LLC 0.02% Reduce -22.6% 6,502 $852K
Banco Santander, S.A. 0.01% New 6,410 $840K
Fsa Wealth Partners, Inc. 0.32% Reduce -47.1% 6,408 $840K
Constitution Capital LLC 0.46% Add +4.1% 6,385 $837K
Aptus Capital Advisors, LLC 0.01% Add +8.8% 6,376 $836K
Lynch & Associates 0.18% Reduce -1.2% 6,375 $836K
Neuberger Berman Group LLC 0.00% Reduce -11.2% 6,354 $833K
University of Texas/Texas Am Investment Management Co. 0.14% Add +88.3% 6,349 $832K
Generali Investments, Management Co LLC 0.24% Reduce -52.9% 6,320 $828K
Financial & Tax Architects, LLC 0.21% Add +17.4% 6,318 $828K
Claro Advisors Inc. 0.11% Add +118.1% 6,311 $827K
Private Advisory Group LLC 0.09% Reduce -28.2% 6,304 $826K
Neville Rodie & Shaw Inc. 0.06% No change 6,300 $826K
Monetary Management Group Inc. 0.22% Add +48.2% 6,300 $826K
PKS Advisory Services, LLC 0.23% Add +5.7% 6,289 $824K
Venture Visionary Partners LLC 0.03% Add +62.8% 6,242 $818K
Sovran Advisors, LLC 0.11% Add +27.9% 6,503 $815K
QRG Capital Management, Inc. 0.01% Add +9.4% 6,191 $811K
NWF Advisory Services Inc. 0.11% Add +2.8% 6,144 $805K
Kanawha Capital Management LLC 0.06% No change 6,137 $804K
Ciovacco Capital Management LLC 0.56% Reduce -3.9% 6,130 $804K
Koshinski Asset Management, Inc. 0.07% Add +1.9% 6,061 $794K
Hudson Value Partners, LLC 0.30% Add +5.6% 6,030 $790K
Cape Ann Savings Bank 0.50% Reduce -1.1% 6,026 $790K
Gold Investment Management Ltd. 0.33% Reduce -3.9% 6,005 $787K
Kessler Investment Group, LLC 0.38% Reduce -17.9% 6,000 $786K
Van Cleef Asset Management,Inc 0.09% No change 5,975 $783K
White Pine Investment CO 0.21% Add +22.2% 5,970 $782K
Encompass More Asset Management 0.23% Add +29.5% 5,948 $780K
CenterStar Asset Management, LLC 1.12% New 5,926 $777K
Strategic Financial Concepts, LLC 0.15% Reduce -4.3% 5,917 $776K
Tyler-Stone Wealth Management 0.14% Reduce -0.0% 5,870 $769K
Pettyjohn, Wood & White, Inc. 0.15% Add +1.3% 5,847 $766K
Dimension Capital Management LLC 0.14% Add +5.0% 5,826 $764K
James Investment Research, Inc. 0.10% No change 5,825 $763K
Choreo, LLC 0.01% Add +30.3% 5,799 $760K
Soltis Investment Advisors LLC 0.07% Reduce -3.8% 5,708 $748K
Valmark Advisers, Inc. 0.01% Add +54.5% 5,684 $745K
Patton Albertson Miller Group, LLC 0.11% Reduce -0.8% 5,682 $745K
Herbst Group, LLC 0.53% Reduce -0.3% 5,668 $743K
Financial Engines Advisors L.L.C. 0.00% Reduce -4.2% 5,652 $741K
4WEALTH Advisors, Inc. 0.82% Reduce -9.9% 5,644 $740K
GPS Wealth Strategies Group, LLC 0.10% Add +3.2% 5,641 $739K
Dumont & Blake Investment Advisors LLC 0.21% Add +60.5% 5,638 $739K
Riggs Asset Managment Co. Inc. 0.21% Add +3.2% 5,615 $736K
Investment Partners, LTD. 0.30% No change 5,610 $735K
Arrow Financial Corp 0.08% Reduce -23.3% 5,607 $735K
Burford Brothers, Inc. 0.35% Reduce -4.9% 5,547 $727K
Nations Financial Group Inc, /Ia/ 0.06% Reduce -8.3% 5,505 $722K
CWA Asset Management Group, LLC 0.03% Add +151.8% 5,503 $721K
Journey Advisory Group, LLC 0.06% Reduce -3.5% 5,491 $720K
Circle Wealth Management, LLC 0.02% No change 5,489 $719K
Wealthgarden F.S. LLC 0.69% Add +51.3% 5,485 $719K
Fidelis Capital Partners, LLC 0.08% Reduce -0.1% 5,564 $718K
Providence Capital Advisors, LLC 0.15% Add +3.1% 5,472 $717K
Condor Capital Management 0.07% Add +1.3% 5,464 $716K
Apollon Wealth Management, LLC 0.02% Add +13.9% 5,431 $712K
Collaborative Wealth Managment Inc. 0.33% Reduce -5.0% 5,411 $709K
MKT Advisors LLC 0.33% Add +3.1% 6,038 $709K
Country Club Bank 0.05% Reduce -9.3% 5,418 $705K
Diversify Advisory Services, LLC 0.04% Reduce -90.8% 5,401 $704K
Addison Advisors LLC 0.19% Reduce -0.6% 5,336 $699K
Bessemer Group Inc. 0.00% No change 5,330 $699K
Silverlake Wealth Management LLC 0.27% Add +179.6% 5,326 $698K
one8zero8, LLC 0.16% No change 5,311 $696K
Johnson Investment Counsel Inc. 0.01% Reduce -2.0% 5,293 $694K
Worth Financial Advisory Group, LLC 0.44% Add +1.0% 5,291 $693K
Rothschild Wealth LLC 0.19% Reduce -1.0% 5,280 $692K
Integrity Alliance, Llc. 0.03% New 5,253 $688K
One Capital Management, LLC 0.02% Add +22.2% 5,228 $685K
Roehl & Yi Investment Advisors, LLC 0.37% No change 5,175 $678K
Finward Bancorp 0.59% Add +0.6% 5,158 $676K
Wolff Financial Management LLC 0.19% No change 5,156 $676K
MV Capital Management, Inc. 0.07% Reduce -8.7% 5,138 $673K
Beaton Management Co. Inc. 0.35% No change 5,126 $672K
PFG Investments, LLC 0.04% Add +30.3% 5,023 $658K
Baker Avenue Asset Management, LP 0.02% Add +13.3% 4,996 $655K
One Charles Private Wealth Services, LLC 0.21% Reduce -0.9% 4,933 $647K
Bricktown Capital, LLC 0.12% No change 4,933 $647K
Meridian Wealth Management, LLC 0.03% Reduce -0.5% 4,929 $646K
Vertex Planning Partners, LLC 0.14% Reduce -0.9% 4,910 $644K
VestGen Investment Management 0.48% Reduce -15.5% 4,897 $642K
Ally Invest Advisors Inc. 0.05% Reduce -1.4% 4,879 $639K
Bellwether Advisors, LLC 0.13% Reduce -22.0% 4,859 $637K
Belmont Capital, LLC 0.11% No change 4,852 $636K
Bailard, Inc. 0.02% Add +48.4% 4,847 $635K
Geneos Wealth Management Inc. 0.02% Reduce -8.8% 4,836 $634K
Meridian Wealth Advisors, LLC 0.11% No change 4,805 $630K
Tidal Investments LLC 0.01% Add +26.6% 4,800 $629K
LeClair Wealth Partners LLC 0.45% No change 4,750 $623K
Inspire Advisors, LLC 0.07% Add +53.0% 4,749 $622K
Cullen Capital Management, LLC 0.01% Reduce -97.9% 4,712 $618K
Safeguard Financial, LLC 0.13% Reduce -4.0% 4,696 $615K
CHICAGO TRUST Co NA 0.11% No change 4,679 $613K
Rockingstone Advisors LLC 0.28% Add +4.1% 4,665 $611K
Contravisory Investment Management, Inc. 0.13% Reduce -36.4% 4,665 $611K
First Foundation Advisors 0.02% Reduce -6.7% 4,648 $609K
Bryn Mawr Trust Advisors, LLC 0.04% Reduce -48.0% 4,633 $607K
Security Financial Services, INC. 0.12% No change 4,628 $607K
Debussy Capital Management LP 0.10% Reduce -7.8% 4,617 $605K
Vaughan David Investments LLC 0.01% Reduce -3.8% 4,605 $604K
Montag & Caldwell, LLC 0.14% Reduce -0.9% 4,607 $604K
Stephens Inc. 0.01% Reduce -0.7% 4,604 $603K
Gsa Capital Partners LLP 0.05% Reduce -18.8% 4,596 $602K
Savant Capital, LLC 0.01% Reduce -21.2% 4,548 $596K
AssuredPartners Investment Advisors, LLC 0.11% Add +0.3% 4,543 $595K
Diversified Trust Co. 0.01% New 4,511 $591K
Hillcrest Wealth Advisors - NY, LLC 0.29% No change 4,500 $590K
Citizens Financial Group Inc. 0.01% Reduce -22.8% 4,496 $589K
First National Trust Co 0.02% Reduce -3.8% 4,480 $587K
Diligent Investors, LLC 0.14% Reduce -36.3% 4,451 $583K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +20.4% 4,420 $579K
Onyx Bridge Wealth Group LLC 0.08% Reduce -95.6% 4,405 $577K
MBA Advisors LLC 0.28% Reduce -0.0% 4,369 $573K
Hexagon Capital Partners LLC 0.11% Add +0.4% 4,358 $571K
Simplicity Wealth,LLC 0.04% Add +22.9% 4,330 $568K
Capital Investment Advisory Services, LLC 0.05% Reduce -0.6% 4,299 $564K
Aviance Capital Partners, LLC 0.08% No change 4,297 $563K
Foguth Wealth Management, LLC. 0.14% Reduce -64.0% 4,275 $560K
SteelPeak Wealth, LLC 0.02% Reduce -3.0% 4,274 $560K
Empower Advisory Group, LLC 0.00% Reduce -0.1% 4,271 $560K
Ingalls & Snyder LLC 0.02% Add +15.0% 4,262 $559K
Prentice Wealth Management LLC 0.16% Reduce -7.9% 4,260 $558K
Brick & Kyle, Associates 0.26% Add +2.3% 4,275 $556K
Brookwood Investment Group LLC 0.10% — 4,239 $556K
Essex Financial Services, Inc. 0.04% Reduce -0.5% 4,200 $550K
Obsidian Cio, LLC 0.09% Add +19.0% 4,177 $547K
Synovus Financial Corp. 0.01% Reduce -0.7% 4,136 $542K
Avalon Capital Management 0.16% No change 4,121 $540K
Beacon Financial Advisory LLC 0.16% Reduce -1.5% 4,116 $540K
Great Lakes Advisors, LLC 0.00% Reduce -90.6% 4,098 $537K
Donaldson Capital Management, LLC 0.02% Reduce -5.7% 4,081 $535K
Watts Gwilliam & Co., LLC 0.12% Add +1.9% 4,044 $530K
Solstein Capital, LLC 0.31% No change 4,030 $528K
Stonebridge Financial Group, LLC 0.06% Reduce -3.3% 4,015 $526K
Crew Capital Management, Ltd 0.43% Add +2.8% 4,003 $525K
Mainsail Asset Management, LLC 0.36% No change 4,000 $524K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.28% Reduce -81.8% 4,000 $524K
Brown Miller Wealth Management, LLC 0.18% New 3,981 $522K
Duncker Streett & Co. Inc. 0.10% Reduce -3.6% 3,923 $514K
Argent Trust Co 0.02% Reduce -4.9% 3,883 $509K
NorthRock Partners, LLC 0.02% Add +5.6% 3,860 $506K
ELCO Management Co., LLC 0.28% Reduce -46.0% 3,850 $505K
Avestar Capital, LLC 0.05% Reduce -7.2% 3,807 $499K
Brighton Jones LLC 0.02% Add +48.8% 3,806 $499K
Legacy Capital Group California, Inc. 0.17% Add +24.9% 3,806 $499K
Ipsen Advisor Group LLC 0.43% Add +0.3% 3,794 $497K
Strategic Blueprint, LLC 0.03% Add +66.1% 3,793 $497K
Curat Global, LLC 0.60% — 3,778 $495K
WNY Asset Management, LLC 0.06% Reduce -14.8% 3,774 $495K
True Vision MN LLC 0.30% Reduce -25.5% 3,771 $494K
Orser Capital Management, LLC 0.36% Reduce -0.7% 3,770 $494K
Mission Wealth Management, LP 0.01% Add +0.2% 3,770 $494K
Jackson Hole Capital Partners, LLC 0.10% Reduce -0.1% 3,763 $493K
Alteri Wealth LLC 0.22% Reduce -9.4% 3,748 $491K
EPG Wealth Management LLC 0.14% Add +1.6% 3,737 $490K
Jaffetilchin Investment Partners, LLC 0.04% Add +2.4% 3,734 $489K
Astoria Portfolio Advisors LLC. 0.17% Reduce -24.3% 3,877 $489K
One Day In July LLC 0.05% Add +36.0% 3,729 $489K
Pekin Hardy Strauss, Inc. 0.06% Add +0.4% 3,716 $487K
NorthCoast Asset Management LLC 0.00% Add +41.1% 3,714 $487K
Cape Cod Five Cents Savings Bank 0.04% No change 3,570 $484K
Fiduciary Trust Co 0.01% Reduce -3.2% 3,683 $483K
Evernest Financial Advisors, LLC 0.17% Reduce -2.1% 3,683 $483K
Allegheny Financial Group 0.12% No change 3,678 $482K
Strategic Advisors LLC 0.09% Reduce -0.7% 3,675 $482K
Trust Point Inc. 0.04% No change 3,639 $477K
WASHINGTON TRUST Co 0.02% Reduce -4.5% 3,627 $475K
Country Trust Bank 0.01% Reduce -98.0% 3,618 $474K
KWB Wealth 0.06% New 3,589 $473K
Richard W. Paul & Associates, LLC 0.18% Reduce -72.2% 3,592 $471K
Mma Asset Management LLC 0.20% Add +31.2% 3,581 $469K
Financial Partners Group, LLC 0.20% Reduce -42.7% 3,576 $469K
Family Firm, Inc. 0.10% Add +0.3% 3,572 $468K
Second Half Financial Partners, LLC 0.23% New 3,564 $467K
JNBA Financial Advisors 0.05% No change 3,562 $467K
Aries Wealth Management 0.13% Add +10.9% 3,560 $467K
Runnymede Capital Advisors, Inc. 0.45% No change 3,547 $465K
Clare Market Investments LLC 0.12% Reduce -7.2% 3,541 $464K
Manhattan West Asset Management, LLC 0.12% Reduce -24.8% 3,540 $464K
Wedmont Private Capital 0.02% Reduce -3.8% 3,687 $463K
American Financial Advisors, LLC 0.07% Reduce -0.1% 3,508 $460K
American Institute for Advanced Investment Management, LLP 0.35% Add +10.1% 3,502 $459K
UNIVEST FINANCIAL Corp 0.03% Reduce -22.3% 3,502 $459K
LFA - Lugano Financial Advisors SA 0.31% No change 3,500 $459K
Cozad Asset Management Inc. 0.05% No change 3,493 $458K
Procyon Advisors, LLC 0.03% Add +14.5% 3,488 $457K
Breakwater Capital Group 0.08% Add +8.4% 3,464 $454K
Garden State Investment Advisory Services LLC 0.15% Add +21.8% 3,454 $454K
Sequent Planning LLC 0.16% Add +43.5% 3,460 $453K
Bragg Financial Advisors, Inc 0.02% Reduce -16.9% 3,455 $453K
Guardian Asset Advisors, LLC 0.29% Add +1.7% 3,450 $452K
Waterway Wealth Management, LLC 0.19% Reduce -67.5% 3,418 $448K
InTrack Investment Management Inc 0.41% Add +0.3% 3,414 $447K
Glassman Wealth Services 0.07% No change 3,402 $446K
Ifrah Financial Services, Inc. 0.13% Reduce -3.4% 3,396 $445K
AdvisorNet Financial, Inc 0.03% Reduce -38.4% 3,379 $443K
Strategies Wealth Advisors, LLC 0.05% Reduce -0.7% 3,376 $443K
Berger Financial Group, Inc 0.03% Reduce -1.3% 3,356 $440K
Tyche Wealth Partners LLC 0.09% Reduce -3.9% 3,333 $437K
Archford Capital Strategies, LLC 0.06% Add +0.9% 3,327 $436K
Cassaday & Co Wealth Management LLC 0.01% Reduce -1.1% 3,310 $434K
Whittier Trust Co. of Nevada Inc. 0.01% Add +1.0% 3,308 $434K
Arax Advisory Partners 0.03% Add +153.1% 3,305 $433K
Waldron Private Wealth LLC 0.02% Add +47.6% 3,304 $433K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -66.3% 3,300 $433K
Caliber Wealth Management, LLC / KS 0.06% — 3,297 $432K
Wealthstar Advisors, LLC 0.20% Add +0.7% 3,295 $432K
Absolute Capital Management, LLC 0.25% Reduce -12.6% 3,289 $431K
Acropolis Investment Management, LLC 0.03% Add +0.0% 3,289 $431K
Advyzon Investment Management, LLC 0.15% Add +3.8% 3,275 $429K
Chemistry Wealth Management LLC 0.10% Reduce -2.3% 3,247 $426K
Legacies Wealth LLC 0.31% No change 3,229 $423K
D L Carlson Investment Group Inc. 0.08% Reduce -5.7% 3,228 $423K
Occidental Asset Management, LLC 0.06% Add +4.8% 3,226 $423K
Financial Partners Group, Inc 0.07% Add +3.8% 3,225 $423K
Titleist Asset Management, LLC 0.05% Reduce -13.3% 3,218 $422K
Allen Investment Management, LLC 0.00% No change 3,202 $420K
Iams Wealth Management, LLC 0.19% Add +5.6% 3,181 $417K
Compound Planning, Inc. 0.02% Add +44.2% 3,169 $415K
Elevated Capital Advisors, LLC 0.12% Add +3.1% 3,165 $415K
Creegan & Nassoura Financial Group, LLC 0.28% No change 3,150 $413K
Acorn Financial Advisory Services Inc. 0.07% Add +5.9% 3,138 $411K
WESPAC Advisors SoCal, LLC 0.11% Reduce -67.2% 3,108 $407K
FAS Wealth Partners, Inc. 0.03% Reduce -13.0% 3,105 $407K
Flagstar Securities, Inc. 0.10% Add +14.8% 3,105 $407K
Chilton Capital Management LLC 0.02% Add +9.8% 3,099 $406K
Lionshead Wealth Management, LLC 0.42% Reduce -50.0% 3,095 $406K
Bokf, NA 0.01% Reduce -21.1% 3,084 $404K
Ledyard National Bank 0.04% Reduce -14.0% 3,079 $404K
Headlands Technologies LLC 0.05% New 3,071 $403K
Cladis Investment Advisory, LLC 0.29% Add +1.5% 3,056 $401K
Global Financial Private Client, LLC 0.15% Reduce -25.5% 3,051 $400K
Pitcairn Co. 0.02% No change 3,025 $396K
Equitable Trust Co. 0.02% No change 3,022 $396K
Wulff, Hansen & Co. 0.36% No change 3,010 $395K
Northstar Group, Inc. 0.07% No change 2,999 $393K
Provenance Wealth Advisors, LLC 0.06% No change 2,982 $391K
Core Wealth Partners LLC 0.23% Add +6.8% 2,973 $390K
Sigma Investment Counselors Inc. 0.02% Add +60.0% 2,965 $389K
Seelaus Asset Management LLC 0.38% Reduce -1.3% 2,955 $387K
Flywheel Private Wealth LLC 0.35% Add +3.5% 2,948 $386K
RMR Wealth Builders 0.04% Reduce -3.3% 2,916 $382K
Vontobel Holding Ltd. 0.00% Add +42.9% 2,909 $381K
FineMark National Bank & Trust 0.01% No change 2,902 $380K
Goelzer Investment Management, Inc. 0.02% Add +0.9% 2,897 $380K
Gilman Hill Asset Management, LLC 0.07% No change 2,890 $379K
Astra Wealth Partners LLC 0.36% Add +9.8% 2,890 $379K
Waterloo Capital, L.P. 0.04% Reduce -3.6% 2,888 $379K
Monograph Wealth Advisors, LLC 0.05% No change 2,887 $378K
Beese Fulmer Investment Management, Inc. 0.03% Add +62.7% 2,854 $374K
Howe & Rusling Inc. 0.03% Reduce -0.4% 2,843 $373K
Armstrong, Fleming & Moore, Inc 0.45% New 2,841 $372K
MWA Asset Management 0.26% Reduce -2.2% 2,838 $372K
MGB Wealth Management, LLC 0.13% Add +5.0% 2,829 $371K
Seven Springs Wealth Group, LLC 0.13% No change 2,826 $370K
HBK Sorce Advisory LLC 0.01% Reduce -2.6% 2,811 $368K
German American Bancorp, Inc. 0.04% Reduce -42.5% 2,799 $367K
Transform Wealth, LLC 0.02% Reduce -39.1% 2,796 $366K
Matauro, LLC 0.07% Add +17.8% 2,791 $366K
Moneta Group Investment Advisors LLC 0.01% Add +4.3% 2,789 $366K
Fourpath Capital Management, LLC 0.06% Add +20.5% 2,785 $365K
Arista Wealth Management, LLC 0.09% Reduce -5.2% 2,777 $364K
Nvwm, LLC 0.10% No change 2,775 $364K
Orleans Capital Management Corp. 0.21% Reduce -2.6% 2,771 $363K
WP Advisors, LLC 0.12% Add +0.3% 2,768 $363K
Florida Financial Advisors, LLC 0.14% Reduce -28.2% 2,768 $363K
CRA Financial Services, LLC 0.06% Add +5.0% 2,749 $360K
Destiny Wealth Partners, LLC 0.06% No change 2,735 $358K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -13.7% 2,731 $358K
TD Private Client Wealth LLC 0.01% Reduce -6.8% 2,726 $357K
Northstar Financial Companies, Inc. 0.39% Reduce -12.5% 2,724 $357K
Ritholtz Wealth Management 0.01% Add +4.7% 2,709 $355K
Managed Asset Portfolios, LLC 0.05% No change 2,704 $354K
Hazlett, Burt & Watson, Inc. 0.16% Add +8.2% 2,692 $353K
USA Financial Formulas 0.06% Reduce -10.2% 2,686 $352K
HUB Investment Partners, LLC 0.01% Reduce -4.5% 2,685 $352K
Toronto Dominion Bank 0.00% Add +24254.5% 2,679 $351K
KFA Private Wealth Group, LLC 0.12% New 2,670 $350K
Ausdal Financial Partners, Inc. 0.03% Add +62.5% 2,669 $350K
Simon Quick Advisors, LLC 0.02% Reduce -8.3% 2,662 $349K
Councilmark Asset Management, LLC 0.23% No change 2,650 $347K
Cascades Capital Asset Management, LLC 0.19% Add +32.2% 2,646 $347K
Tiller Private Wealth, Inc. 0.14% Reduce -2.9% 2,640 $346K
Auxano Advisors, LLC 0.09% No change 2,636 $346K
Chicago Partners Investment Group LLC 0.01% Add +26.9% 2,573 $345K
Traction Financial Partners, LLC 0.27% Reduce -40.8% 2,633 $345K
Delta Investment Management, LLC 0.07% Reduce -3.0% 2,615 $343K
Invictus Private Wealth, LLC 0.03% Reduce -1.6% 2,605 $341K
Rappaport Reiches Capital Management, LLC 0.08% New 2,579 $338K
KMG Fiduciary Partners, LLC 0.03% No change 2,568 $337K
Hennion & Walsh Asset Management, Inc. 0.01% New 2,550 $334K
IFC Advisors LLC 0.07% No change 2,539 $333K
Johnson Financial Group, Inc. 0.02% Reduce -46.7% 2,537 $333K
Legacy Edge Advisors, LLC 0.05% Add +29.9% 2,527 $331K
Valicenti Advisory Services Inc. 0.08% Add +1.0% 2,503 $328K
Berbice Capital Management LLC 0.28% No change 2,500 $328K
Haverford Trust Co 0.00% No change 2,498 $327K
tru Independence LLC 0.10% Add +0.3% 2,487 $326K
Greenwood Capital Associates LLC 0.04% Reduce -63.6% 2,482 $325K
Edgestream Partners, L.P. 0.01% Add +24.3% 2,478 $325K
N.E.W. Advisory Services LLC 0.02% Add +60.9% 2,469 $324K
Fingerlakes Wealth Management, Inc. 0.28% Reduce -5.9% 2,467 $323K
Summit X, LLC 0.07% Add +3.4% 2,458 $322K
Private Management Group Inc. 0.01% No change 2,457 $322K
Sharkey, Howes & Javer 0.05% No change 2,450 $321K
Vantage Financial Partners, LLC 0.08% Reduce -20.3% 2,427 $318K
Tennessee Valley Asset Management Partners 0.05% Reduce -6.0% 2,423 $318K
Fortress Private Ledger, LLC 0.18% Add +21.1% 2,420 $317K
Adirondack Trust Co. 0.12% Add +5.1% 2,412 $316K
City Holding Co. 0.04% Reduce -0.0% 2,396 $314K
Cullen/Frost Bankers, Inc. 0.00% Add +33.7% 2,394 $314K
Ring Mountain Capital, LLC 0.23% No change 2,384 $312K
Peoples Bank 0.21% No change 2,379 $312K
Stock Yards Bank & Trust Co. 0.01% Reduce -42.0% 2,364 $310K
Zacks Investment Management 0.00% Add +36.0% 2,338 $306K
WealthCare Investment Partners, LLC 0.13% New 2,496 $306K
Byrne Financial Freedom, LLC 0.17% Add +5.0% 2,329 $305K
Provident Wealth Management, LLC 0.10% Add +25.3% 2,300 $301K
Sheaff Brock Investment Advisors, LLC 0.03% No change 2,300 $301K
KG Capital Management 0.10% Reduce -6.2% 2,297 $301K
First United Bank & Trust 0.11% Reduce -0.2% 2,292 $300K
Daymark Wealth Partners, LLC 0.01% Add +1.3% 2,289 $300K
Legacy Financial Group, Inc. 0.10% Reduce -38.4% 2,283 $299K
Whitener Capital Management, Inc. 0.08% Add +7.3% 2,282 $299K
IAM Advisory, LLC 0.08% Add +7.8% 2,281 $299K
Verum Partners LLC 0.08% Add +0.2% 2,252 $295K
Greenleaf Trust 0.00% Add +0.7% 2,237 $293K
Westfuller Advisors, LLC 0.20% Add +2.6% 2,237 $293K
TruWealth Advisors, LLC 0.02% Add +2.4% 2,236 $293K
Arete Wealth Advisors, LLC 0.02% New 2,237 $293K
Consolidated Portfolio Review Corp 0.05% Add +40.1% 2,231 $292K
Evoke Wealth, LLC 0.01% No change 2,230 $292K
McKinley Carter Wealth Services, Inc. 0.02% Add +0.0% 2,230 $292K
Dearborn Partners LLC 0.01% Reduce -10.1% 2,215 $290K
Americana Partners, LLC 0.01% Reduce -13.6% 2,213 $290K
Centennial Bank 0.14% Reduce -2.2% 2,200 $288K
Lodestar Private Asset Management LLC 0.04% No change 2,188 $287K
180 Wealth Advisors, LLC 0.05% Add +6.9% 2,181 $286K
Hopwood Financial Services, Inc. 0.22% Add +18.2% 2,178 $286K
TrueWealth Advisors, LLC 0.09% Reduce -4.9% 2,176 $285K
Betterment LLC 0.00% Reduce -1.6% 2,169 $284K
Meridian Financial Advisors, LLC 0.20% Reduce -1.6% 2,165 $284K
American National Bank & Trust 0.03% Reduce -7.5% 2,165 $284K
Marcum Wealth, LLC 0.02% No change 2,140 $280K
Stack Financial Management, Inc 0.02% Add +10.8% 2,139 $280K
Hudock, Inc. 0.05% Add +0.2% 2,138 $280K
Mainstream Capital Management LLC 0.22% Reduce -4.6% 2,131 $279K
Kaizen Financial Strategies 0.16% Reduce -40.6% 2,128 $279K
Optimum Investment Advisors 0.13% No change 2,100 $275K
Novak & Powell Financial Services, Inc. 0.17% Add +3.0% 2,094 $275K
International Assets Investment Management, LLC 0.02% Reduce -3.4% 2,090 $274K
Sebold Capital Management, Inc. 0.18% Reduce -0.8% 2,089 $274K
Centennial Wealth Advisory LLC 0.10% Add +5.5% 2,088 $274K
Wealth Watch Advisors, INC 0.22% Reduce -1.3% 2,088 $274K
Arlington Capital Management, Inc. 0.21% Add +2.9% 2,088 $274K
Harmony Asset Management LLC 0.11% Reduce -1.2% 2,087 $274K
Symphony Financial Services, Inc. 0.18% Reduce -2.3% 2,085 $273K
Alterna Wealth Management, Inc. 0.21% No change 2,079 $272K
Smith, Moore & Co. 0.03% Reduce -3.1% 2,070 $271K
Fifth Third Wealth Advisors LLC 0.01% Add +0.7% 2,065 $271K
Swmg, LLC 0.11% Reduce -19.1% 2,093 $270K
Well Done, LLC 0.05% New 2,039 $269K
Parkside Financial Bank & Trust 0.03% Reduce -18.4% 2,046 $268K
Stratos Investment Management, LLC 0.01% Add +15.9% 2,043 $268K
Horizon Wealth Management, LLC 0.04% Reduce -40.4% 2,035 $267K
Alpha Cubed Investments, LLC 0.01% New 2,029 $266K
Baldwin Investment Management, LLC 0.03% No change 2,020 $265K
Oxler Private Wealth LLC 0.09% Reduce -12.9% 2,020 $265K
Traynor Capital Management, Inc. 0.02% Reduce -12.8% 2,019 $265K
Evergreen Capital Management LLC 0.01% Reduce -5.2% 2,012 $264K
Motco 0.03% No change 1,999 $262K
Visionary Wealth Advisors 0.02% Reduce -15.6% 1,990 $261K
Stone Summit Wealth LLC 0.09% Reduce -0.5% 1,990 $261K
Gibbs Wealth Management 0.06% New 1,976 $259K
Peak Financial Management, Inc. 0.08% No change 1,975 $259K
Park National Corp. 0.01% No change 1,967 $258K
American State Bank (Iowa) 0.16% No change 1,966 $258K
Strategy Asset Managers LLC 0.05% Add +0.1% 1,953 $256K
Burling Wealth Partners, LLC 0.05% No change 1,940 $254K
L & S Advisors Inc 0.04% Reduce -0.1% 1,933 $253K
Narwhal Capital Management 0.02% No change 1,925 $252K
ORG Partners LLC 0.06% Add +36.7% 1,914 $252K
Integral Investment Advisors, Inc. 0.08% Add +7.5% 1,914 $251K
Pure Financial Advisors, LLC 0.01% Reduce -23.1% 1,914 $251K
Spirepoint Private Client, LLC 0.03% No change 1,906 $250K
Savvy Advisors, Inc. 0.03% Reduce -42.5% 1,904 $250K
Financial Management Network Inc. 0.06% Add +0.1% 2,124 $249K
Montecito Bank & Trust 0.04% Reduce -6.2% 1,900 $249K
Rwa Wealth Partners, LLC 0.00% No change 1,900 $249K
Russell Investments Group, Ltd. 0.00% Add +75.0% 1,900 $249K
Gallacher Capital Management LLC 0.12% Reduce -18.3% 1,897 $249K
Sage Capital Management, LLC 0.13% Add +0.3% 1,895 $248K
Lifeworks Advisors, LLC 0.04% Add +12.3% 1,889 $248K
Latitude Advisors, LLC 0.14% New 1,883 $247K
Capital Square, LLC 0.14% Reduce -8.1% 1,879 $246K
Capstone Wealth Management Group LLC 0.20% Add +0.1% 1,877 $246K
Fielder Capital Group LLC 0.07% No change 1,860 $244K
First Command Advisory Services, Inc. 0.00% No change 1,860 $244K
Mission Creek Capital Partners, Inc. 0.06% Add +0.2% 1,860 $244K
Intellectus Partners, LLC 0.06% New 1,854 $243K
Chatham Capital Group, Inc. 0.04% Reduce -6.7% 1,853 $243K
Journey Strategic Wealth LLC 0.01% Add +14.3% 1,852 $243K
Freestone Capital Holdings, LLC 0.01% Add +6.9% 1,850 $242K
WealthTrust Axiom LLC 0.07% No change 1,848 $242K
Sterling Investment Management, LLC 0.17% Reduce -8.9% 1,847 $242K
BIP Wealth, LLC 0.02% Add +2.1% 1,847 $242K
SVB Wealth LLC 0.01% Reduce -17.1% 1,835 $241K
Synergy Financial Group, LTD 0.21% Reduce -0.8% 1,826 $239K
Rossmore Private Capital 0.03% New 1,825 $239K
McAdam, LLC 0.01% Reduce -68.4% 1,824 $239K
Credit Agricole S A 0.00% New 1,818 $238K
Straight Path Wealth Management 0.10% Reduce -4.9% 1,804 $236K
First Citizens Financial Corp 0.13% Add +18.3% 1,800 $236K
Tiemann Investment Advisors, LLC 0.11% No change 1,800 $236K
Wetzel Investment Advisors, Inc. 0.12% Add +2.0% 1,792 $235K
Halbert Hargrove Global Advisors, LLC 0.01% Add +0.3% 1,788 $234K
Leigh Baldwin & Co., LLC 0.19% Add +5.9% 1,787 $234K
RDA Financial Network 0.07% New 1,787 $234K
SevenBridge Financial Group, LLC 0.05% Reduce -1.3% 1,660 $233K
Garrison Point Advisors, LLC 0.11% No change 1,769 $232K
UMB Bank, n.a. 0.00% No change 1,761 $231K
Clearstead Advisors, LLC 0.00% Reduce -63.0% 1,760 $231K
Avantax Planning Partners, Inc. 0.01% Reduce -21.1% 1,760 $231K
Talisman Wealth Advisors LLC 0.24% Reduce -9.4% 1,759 $231K
Financial Freedom, LLC 0.13% No change 1,756 $230K
Bearing Point Capital, LLC 0.05% No change 1,750 $229K
Capital Wealth Alliance, LLC 0.14% New 1,747 $229K
Elm Partners Management LLC 0.01% Reduce -50.5% 1,733 $227K
Grant/GrossMendelsohn, LLC 0.13% New 1,751 $227K
Leavell Investment Management, Inc. 0.01% New 1,715 $225K
Ieq Capital, LLC 0.00% New 1,714 $225K
Bristlecone Advisors, LLC 0.02% No change 1,711 $224K
Lifestyle Asset Management, Inc. 0.12% New 1,708 $224K
Birchcreek Wealth Management, LLC 0.14% Reduce -2.3% 1,707 $224K
Purkiss Capital Advisors LLC 0.17% New 1,707 $224K
Capital Advisors Inc. 0.00% Add +0.8% 1,700 $223K
Cornerstone Select Advisors, LLC 0.21% Reduce -17.6% 1,698 $223K
Prostatis Group LLC 0.07% Reduce -1.4% 1,698 $223K
Flputnam Investment Management Co. 0.00% Reduce -30.4% 1,697 $222K
Stolper Co 0.07% No change 1,697 $222K
Fairview Capital Investment Management, LLC 0.01% No change 1,687 $221K
Evolution Wealth Advisors, LLC 0.04% New 1,682 $220K
Verity & Verity, LLC 0.02% Reduce -19.8% 1,679 $220K
Blue Bell Private Wealth Management, LLC 0.04% No change 1,678 $220K
Tableaux LLC 0.16% Add +1.9% 1,677 $220K
J Hagan Capital, Inc. 0.18% — 1,660 $219K
Narus Financial Partners, LLC 0.07% Reduce -49.8% 1,669 $219K
Mayflower Financial Advisors, LLC 0.03% No change 1,664 $218K
Westside Investment Management, Inc. 0.05% Add +192.1% 1,659 $218K
Nadler Financial Group, Inc. 0.02% No change 1,655 $217K
Stillwater Wealth Management Group 0.19% Reduce -7.9% 1,650 $216K
Mattern Wealth Management LLC 0.05% No change 1,650 $216K
OneAscent Family Office, LLC 0.20% New 1,635 $216K
NFSG Corp 0.05% Reduce -1.7% 1,648 $216K
M.E. Allison & Co., Inc. 0.21% Add +3.2% 1,639 $215K
Signaturefd, LLC 0.00% Add +31.5% 1,629 $214K
Tounjian Advisory Partners, LLC 0.04% — 1,622 $212K
Chris Bulman Inc 0.13% No change 1,619 $212K
Fort Point Capital Partners LLC 0.02% Reduce -2.7% 1,619 $212K
Precedent Wealth Partners, LLC 0.06% No change 1,612 $211K
L.M. Kohn & Company 0.05% Add +0.1% 1,602 $210K
Means Investment Co., Inc. 0.02% Reduce -7.8% 1,593 $209K
Pictet Asset Management Holding SA 0.00% No change 1,592 $209K
Ancora Advisors LLC 0.00% Add +17.7% 1,589 $208K
Gateway Wealth Partners, LLC 0.05% New 1,588 $208K
Delta Financial Group, Inc. 0.05% Reduce -7.8% 1,549 $208K
FLC Capital Advisors 0.05% No change 1,576 $207K
GenTrust, LLC 0.01% New 1,576 $207K
Capstone Financial Advisors, Inc. 0.01% New 1,576 $207K
Northwest Financial Advisors 0.17% Reduce -23.4% 1,573 $206K
Annex Advisory Services, LLC 0.01% Add +0.6% 1,571 $206K
Y.D. More Investments Ltd 0.02% Add +18.4% 1,571 $206K
Barnes Wealth Management Group, Inc 0.13% New 1,568 $206K
BlackDiamond Wealth Management, LLC 0.14% Reduce -12.3% 1,507 $205K
Main Street Financial Solutions, LLC 0.02% Add +0.3% 1,561 $205K
Gray Private Wealth, LLC 0.12% No change 1,559 $204K
Global Trust Asset Management, LLC 0.12% Reduce -6.1% 1,550 $203K
Milestone Asset Management Group, LLC 0.18% Reduce -22.3% 1,540 $202K
Silvercrest Asset Management Group LLC 0.00% New 1,532 $201K
Two West Capital Advisors LLC 0.17% New 1,595 $200K
Heritage Trust Co 0.02% New 1,526 $200K
Front Row Advisors LLC 0.08% No change 1,517 $199K
SYM FINANCIAL Corp 0.02% Reduce -6.8% 1,493 $196K
Caldwell Trust Co 0.02% No change 1,481 $194K
Paloma Partners Management Co 0.07% Add +23.3% 1,479 $194K
EverSource Wealth Advisors, LLC 0.01% Add +17.5% 1,466 $192K
Pittenger & Anderson Inc. 0.01% Reduce -4.0% 1,450 $190K
Byrne Asset Management LLC 0.16% Add +10.7% 1,432 $188K
Medallion Wealth Advisors, LLC 0.09% Add +69.4% 1,418 $187K
Carolinas Wealth Consulting LLC 0.04% Reduce -2.8% 1,414 $185K
HM Payson & Co. 0.00% Add +7.6% 1,366 $179K
Sound Income Strategies, LLC 0.01% Add +229.8% 1,362 $178K
Dagco, Inc. 0.06% New 1,327 $174K
Missouri Trust & Investment Co 0.06% Reduce -3.7% 1,293 $169K
Paladin Advisory Group, LLC 0.13% No change 1,246 $163K
Valley Wealth Managers, Inc. 0.01% Reduce -39.6% 1,240 $163K
DT Investment Partners, LLC 0.02% Add +113.6% 1,226 $161K
Raffa Wealth Management, LLC 0.04% No change 1,191 $156K
Wellington Shields Capital Management, LLC 0.03% Reduce -0.4% 1,179 $155K
Coldstream Capital Management Inc. 0.00% Reduce -37.4% 1,160 $152K
Community Bank, N.A. 0.02% No change 1,140 $149K
Lanark Financial, Inc. 0.01% — 1,131 $148K
CVA Family Office, LLC 0.02% Add +7.2% 1,126 $148K
LRI Investments, LLC 0.01% Add +29.2% 1,110 $145K
SouthState Bank Corp 0.01% No change 1,096 $144K
Hollencrest Capital Management 0.01% Reduce -22.8% 1,082 $142K
Continuum Advisory, LLC 0.02% Reduce -8.3% 1,055 $138K
Silver Oak Securities, Incorporated 0.01% New 1,044 $136K
Brown Brothers Harriman & Co. 0.00% No change 1,036 $136K
West Oak Capital, LLC 0.08% No change 1,035 $136K
Beacon Capital Management, LLC 0.02% Reduce -10.2% 1,019 $134K
FNY Investment Advisers, LLC 0.08% Reduce -66.6% 1,000 $131K
Valley National Advisers Inc. 0.02% Add +8.2% 999 $130K
United Community Bank 0.05% Reduce -15.9% 970 $127K
Schroder Investment Management Group 0.00% No change 950 $125K
Ameritas Investment Partners, Inc. 0.00% Add +1.3% 920 $121K
Bangor Savings Bank 0.01% Reduce -1.6% 908 $119K
Marathon Trading Investment Management LLC 0.06% Add +676.7% 901 $118K
Resources Management Corp. /CT/ 0.02% Add +2.3% 897 $118K
Harbor Investment Advisory, LLC 0.01% No change 878 $115K
MCF Advisors LLC 0.01% Add +22.0% 872 $114K
MilWealth Group LLC 0.03% No change 869 $114K
Roxbury Financial LLC 0.11% Add +88.5% 805 $110K
Strengthening Families & Communities, LLC 0.07% Add +97.1% 816 $107K
Farmers & Merchants Investments Inc. 0.00% No change 808 $106K
Finley Financial, LLC 0.06% Reduce -76.6% 790 $103K
Cherry Tree Wealth Management, LLC 0.02% No change 764 $100K
Plante Moran Financial Advisors, LLC 0.01% No change 728 $95K
South Plains Financial, Inc. 0.07% No change 720 $94K
Bollard Group LLC 0.00% Add +0.1% 714 $94K
Wood Tarver Financial Group, LLC 0.03% Reduce -3.7% 710 $93K
Wellington Shields & Co., LLC 0.03% No change 695 $91K
Banque Cantonale Vaudoise 0.00% — 691 $91K
Townsend Asset Management Corp. /NC/ 0.04% Reduce -79.0% 692 $91K
BankPlus Trust Department 0.03% Add +26.7% 688 $90K
Aventura Private Wealth, LLC 0.05% Add +0.5% 673 $88K
Atticus Wealth Management, LLC 0.03% Add +0.3% 666 $87K
Horrell Capital Management, Inc. 0.04% Add +0.3% 662 $87K
Cloud Capital Management, LLC 0.06% — 657 $86K
Bartlett & Co. Wealth Management LLC 0.00% No change 655 $86K
Franklin Resources Inc. 0.00% Add +19.1% 650 $85K
Mather Group, Llc. 0.00% Add +1411.9% 635 $83K
Caldwell Sutter Capital, Inc. 0.04% No change 610 $80K
Sachetta, LLC 0.03% No change 610 $80K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -93.3% 603 $79K
WestEnd Advisors, LLC 0.00% Add +325.5% 600 $79K
TCTC Holdings, LLC 0.00% No change 591 $77K
Flagship Wealth Advisors, LLC 0.03% No change 585 $77K
Indiana Trust & Investment Management Co 0.03% No change 575 $75K
Pacific Center for Financial Services 0.02% No change 573 $75K
Tradewinds Capital Management, LLC 0.02% Reduce -99.6% 571 $75K
Vestor Capital, LLC 0.01% Reduce -35.8% 568 $74K
BTG Pactual Asset Management US LLC 0.01% No change 558 $73K
Manchester Capital Management LLC 0.01% Reduce -22.0% 557 $73K
SBI Securities Co., Ltd. 0.00% Reduce -1.6% 547 $72K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 536 $70K
Tanglewood Legacy Advisors, LLC 0.03% No change 535 $70K
Investors Research Corp 0.01% No change 504 $66K
Sunbelt Securities, Inc. 0.01% Reduce -26.0% 501 $66K
Granite FO LLC 0.04% No change 500 $66K
Salem Investment Counselors Inc. 0.00% No change 500 $66K
New Republic Capital, LLC 0.03% No change 493 $65K
Kiker Wealth Management, LLC 0.04% New 480 $63K
GAMMA Investing LLC 0.00% No change 479 $63K
Princeton Global Asset Management LLC 0.01% Add +0.2% 476 $62K
Grove Bank & Trust 0.01% No change 475 $62K
PSI Advisors, LLC 0.02% Reduce -22.0% 474 $62K
Centricity Wealth Management, LLC 0.06% Add +166.7% 464 $61K
Bank of New Hampshire 0.02% No change 463 $61K
Wagner Wealth Management, LLC 0.01% Add +0.4% 459 $60K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -63.8% 456 $60K
Anfield Capital Management, LLC 0.02% Reduce -98.8% 447 $59K
Register Financial Advisors LLC 0.03% Add +0.2% 442 $58K
2UniFi Bank 0.04% Reduce -52.4% 425 $58K
Private Wealth Asset Management, LLC 0.01% — 440 $58K
Park Square Financial Group, LLC 0.05% Reduce -9.7% 438 $57K
Colonial Trust Advisors 0.01% New 435 $57K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 430 $56K
Quadrant Capital Group LLC 0.00% No change 428 $56K
Anchor Investment Management, LLC 0.01% No change 426 $56K
Union Savings Bank 0.03% No change 419 $55K
Bell Investment Advisors, Inc 0.01% No change 414 $54K
GKV Capital Management Co., Inc. 0.03% No change 400 $52K
Old Second National Bank of Aurora 0.01% No change 400 $52K
Armor Investment Advisors, LLC 0.02% No change 381 $50K
St Germain D J Co. Inc. 0.00% Reduce -8.6% 374 $49K
BOK Financial Private Wealth, Inc. 0.00% No change 360 $47K
Tompkins Financial Corp. 0.00% Reduce -9.2% 356 $47K
Luminist Capital LLC 0.05% Reduce -91.3% 353 $47K
Sage Mountain Advisors LLC 0.00% No change 352 $46K
Peoples Financial Services Corp. 0.02% No change 343 $45K
Pinnacle Bancorp, Inc. 0.01% No change 336 $44K
Rothschild Investment LLC 0.00% Add +35.6% 335 $44K
Hamilton Point Investment Advisors, LLC 0.01% No change 333 $44K
Archer Investment Corp 0.01% Add +0.3% 331 $43K
Covestor Ltd 0.03% Reduce -19.3% 323 $42K
Bernard Wealth Management Corp. 0.02% No change 317 $42K
Operose Advisors LLC 0.01% No change 306 $40K
Orion Capital Management LLC 0.02% Add +0.3% 302 $40K
McIlrath & Eck, LLC 0.00% Add +12.8% 300 $39K
Picton Mahoney Asset Management 0.00% Reduce -25.0% 300 $39K
Compass Financial Services Inc 0.02% Add +4100.0% 294 $39K
Park Place Capital Corp 0.01% Add +30.4% 287 $38K
Davis Capital Management 0.03% No change 279 $37K
AlphaCore Capital LLC 0.00% New 268 $35K
HHM Wealth Advisors, LLC 0.00% Add +30.0% 260 $34K
Lowe Wealth Advisors, LLC 0.01% Reduce -43.5% 260 $34K
Murphy & Mullick Capital Management Corp 0.03% No change 251 $33K
Legacy Bridge, LLC 0.02% No change 250 $33K
Key Financial Inc 0.01% No change 250 $33K
Truvestments Capital LLC 0.01% Reduce -20.0% 244 $32K
Physician Wealth Advisors, Inc. 0.01% Add +0.4% 236 $31K
Cypress Capital Management LLC (WY) 0.04% New 235 $31K
Crewe Advisors LLC 0.00% Reduce -88.1% 226 $30K
Edmond DE Rothschild Holding S.A. 0.00% No change 224 $29K
Avion Wealth 0.01% No change 219 $28K
Blue Trust, Inc. 0.00% Add +130.0% 207 $27K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -12.7% 207 $27K
Hemington Wealth Management 0.00% No change 210 $27K
Synergy Investment Management, LLC 0.01% Reduce -0.5% 204 $27K
Angeles Wealth Management, LLC 0.00% No change 204 $27K
Acima Private Wealth, LLC 0.01% No change 196 $26K
Tidemark, LLC 0.01% Reduce -60.4% 193 $25K
Bellevue Asset Management, LLC 0.01% No change 192 $25K
Bogart Wealth, LLC 0.00% Add +113.6% 188 $25K
Founders Capital Management 0.02% Add +0.5% 187 $24K
Highline Wealth Partners LLC 0.01% No change 185 $24K
DecisionPoint Financial, LLC 0.01% Reduce -25.9% 180 $24K
Main Street Group, LTD 0.01% No change 173 $23K
Copia Wealth Management 0.02% Reduce -77.2% 172 $23K
Winch Advisory Services, LLC 0.01% No change 168 $22K
Center for Financial Planning, Inc. 0.00% No change 165 $22K
Abound Wealth Management 0.01% Add +103.8% 161 $21K
Twin Tree Management, LP 0.00% Reduce -99.9% 161 $21K
Richards, Merrill & Peterson, Inc. 0.01% No change 160 $21K
Luken Investment Analytics, LLC 0.01% Reduce -66.7% 150 $20K
Barrett & Company, Inc. 0.01% Add +200.0% 150 $20K
Asset Dedication, LLC 0.00% New 150 $20K
Clark Wealth Partners 0.01% New 150 $20K
Colonial Trust Co / SC 0.00% No change 150 $20K
Ashton Thomas Securities, LLC 0.01% Reduce -31.2% 148 $19K
Pacifica Partners Inc. 0.01% No change 150 $19K
Steph & Co. 0.01% No change 139 $18K
LGT Financial Advisors LLC 0.05% New 136 $18K
Versant Capital Management, Inc 0.00% No change 136 $18K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 134 $18K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -23.6% 133 $17K
Frazier Financial Advisors, LLC 0.01% Add +1090.9% 131 $17K
Costello Asset Management, INC 0.01% No change 130 $17K
Hanson & Doremus Investment Management 0.00% New 129 $17K
Hartford Financial Management Inc. 0.00% No change 126 $17K
MTM Investment Management, LLC 0.01% No change 115 $15K
First PREMIER Bank 0.00% No change 114 $15K
Piscataqua Savings Bank 0.01% No change 106 $14K
Hughes Financial Services, LLC 0.00% New 100 $13K
Cordant, Inc. 0.01% New 100 $13K
JDM Financial Group LLC 0.01% No change 100 $13K
Elevation Wealth Partners, LLC 0.01% No change 100 $13K
Burkett Financial Services, LLC 0.01% New 100 $13K
Cordgrass Capital Advisors, LLC 0.00% No change 100 $13K
Ramirez Asset Management, Inc. 0.00% New 100 $13K
Biltmore Family Office, LLC 0.00% No change 100 $13K
Ulland Investment Advisors, LLC 0.01% No change 100 $13K
Citizens National Bank Trust Department 0.00% Add +94.0% 97 $13K
Signature Resources Capital Management, LLC 0.01% No change 95 $12K
Friedenthal Financial 0.01% Reduce -94.0% 90 $12K
CNB Bank 0.01% New 84 $11K
McClarren Financial Advisors, Inc. 0.01% Add +9.1% 84 $11K
Capital Analysts, LLC 0.00% Reduce -59.0% 87 $11K
Morton Brown Family Wealth, LLC 0.00% New 82 $11K
Creekmur Asset Management LLC 0.00% No change 81 $11K
Tortoise Investment Management, LLC 0.00% No change 79 $10K
Godsey & Gibb, Inc. 0.00% New 79 $10K
Oakworth Capital, Inc. 0.00% No change 78 $10K
PFS Partners, LLC 0.01% No change 75 $10K
Ascentis Wealth Management, LLC 0.00% Add +53.2% 72 $10K
Financial Network Wealth Advisors LLC 0.01% New 70 $9K
Smithfield Trust Co 0.00% No change 71 $9K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -43.1% 66 $9K
Rakuten Securities, Inc. 0.00% Add +4.9% 64 $8K
Arvest Investments, Inc. 0.00% No change 63 $8K
Transce3nd, LLC 0.00% Reduce -67.7% 62 $8K
Northwest Capital Management Inc 0.00% No change 61 $8K
SRH Advisors, LLC 0.00% No change 60 $8K
Ruedi Wealth Management, Inc. 0.00% No change 57 $7K
City State Bank 0.00% No change 55 $7K
Eukles Asset Management 0.00% No change 54 $7K
Brooklyn Investment Group 0.00% No change 51 $7K
Vision Financial Markets LLC 0.01% New 50 $7K
Rialto Wealth Management, LLC 0.00% No change 50 $7K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 50 $7K
Concord Wealth Partners 0.00% Reduce -45.0% 50 $7K
Rossby Financial, LCC 0.00% New 50 $6K
Clearstead Trust, LLC 0.00% No change 49 $6K
Cornerstone National Bank & Trust Co 0.00% Reduce -99.5% 48 $6K
SJS Investment Consulting Inc. 0.00% No change 46 $6K
Financial Gravity Asset Management, Inc. 0.00% — 46 $6K
IMG Wealth Management, Inc. 0.01% No change 45 $6K
Millstone Evans Group, LLC 0.00% No change 43 $6K
Atala Financial Inc 0.00% No change 40 $5K
Zions Bancorporation, National Association 0.00% — 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% Reduce -7.3% 38 $5K
Advanced Asset Management Advisors Inc 0.00% No change 37 $5K
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 36 $5K
Cape Investment Advisory, Inc. 0.00% New 35 $5K
Morse Asset Management, Inc 0.00% No change 35 $5K
SWAN Capital LLC 0.00% New 34 $4K
Comprehensive Financial Planning, Inc. 0.00% Reduce -2.9% 33 $4K
Nalls Sherbakoff Group, LLC 0.00% — 32 $4K
Legacy Wealth Managment, LLC 0.00% No change 27 $4K
Guardian Wealth Advisors, LLC / NC 0.00% Add +3.9% 27 $3K
Logan Capital Management Inc. 0.00% No change 26 $3K
Richardson Capital Management LLC 0.00% New 25 $3K
Capital A Wealth Management, LLC 0.00% Add +84.6% 24 $3K
WealthTrak Capital Management LLC 0.00% No change 24 $3K
GoalVest Advisory LLC 0.00% No change 22 $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 $2K
WPG Advisers, LLC 0.00% No change 16 $2K
Cranbrook Wealth Management, LLC 0.00% New 15 $2K
Semmax Financial Advisors Inc. 0.00% New 13 $2K
North Capital, Inc. 0.00% — 10 $1K
Westend Capital Management, LLC 0.00% New 8 $1K
Global Wealth Strategies & Associates 0.00% New 7 $917
Weaver Capital Management LLC 0.00% No change 6 $787
CGC Financial Services, LLC 0.00% No change 5 $655
Principia Wealth Advisory, LLC 0.00% New 2 $254
Parallax Volatility Advisers, L.P. 0.00% Reduce -100.0% 1 $131
Raleigh Capital Management Inc. 0.00% Reduce -97.4% 1 $102

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