SS Industrial Select SectorXLIETF

13F holders, Q2 2025 (June 30)
1,388holders +36
139new positions
98sold out
7famous investors
$146.28avg. 13F price*

At the end of Q2 2025, 1,388 institutions reported holding SS Industrial Select Sector (XLI) in their 13F filings, up 36 from Q1 2025. 139 opened new positions and 98 sold out. The largest holders were Bank of America Corp. ($2.0B), Morgan Stanley ($1.6B) and JPMorgan Chase & Co. ($1.5B). 7 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions139$356.9M
Exits98$404.5M

All 13F filers, Q1 2025 → Q2 2025: 14,188,251 shares bought and 15,486,406 shares sold, net −1,298,155 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,388 holders

Bank of America Corp. 0.16% Reduce -14.5% 13,331,510 $2.0B
Morgan Stanley 0.10% Add +19.0% 10,719,089 $1.6B
JPMorgan Chase & Co. 0.10% Add +6.6% 10,103,505 $1.5B
Goldman Sachs Group Inc. 0.20% Add +6.0% 8,349,761 $1.2B
Citigroup Inc. 0.56% Add +27.4% 5,428,148 $800.8M
Wells Fargo & Company 0.16% Reduce -20.8% 4,851,875 $715.7M
BNP Paribas Financial Markets 0.50% Add +11.0% 4,263,788 $629.0M
LPL Financial LLC 0.21% Reduce -12.4% 4,258,238 $628.2M
UBS Group AG 0.13% Reduce -21.0% 4,246,295 $626.4M
Migdal Insurance & Financial Holdings Ltd. 6.32% Add +18.4% 3,609,306 $532.4M
Ameriprise Financial Inc. 0.11% Add +14.0% 3,012,609 $444.5M
Fisher Asset Management 0.17% Add +5.6% 2,918,202 $430.5M
Phoenix Financial Ltd. 4.76% Add +85.5% 2,444,375 $360.6M
Menora Mivtachim Holdings LTD. 1.98% Reduce -3.1% 2,328,840 $343.6M
Envestnet Asset Management Inc. 0.09% Add +11.8% 2,187,988 $322.8M
Healthcare of Ontario Pension Plan Trust Fund 0.63% Reduce -38.2% 2,100,000 $309.8M
Raymond James Financial Inc. 0.10% Add +2.0% 1,962,293 $289.5M
Royal Bank of Canada 0.06% Add +9.7% 1,949,590 $287.6M
ING Groep NV 1.58% No change 1,759,344 $259.5M
CHURCHILL MANAGEMENT Corp 2.73% Reduce -0.7% 1,705,208 $251.6M
Cibc World Market Inc. 0.53% Reduce -0.7% 1,613,731 $238.1M
Factory Mutual Insurance Co. 1.49% No change 923,500 $136.2M
Meitav Investment House Ltd. 1.43% Add +0.6% 716,753 $105.7M
BlackRock, Inc. 0.00% Reduce -9.7% 659,054 $97.2M
Mirae Asset Securities (usa) Inc. 4.23% No change 650,000 $95.9M
Harel Insurance Investments & Financial Services Ltd. 1.05% Add +0.3% 623,088 $91.9M
Clal Insurance Enterprises Holdings Ltd 0.82% Add +21.1% 565,500 $83.4M
Wolverine Trading, LLC 2.04% Add +6.0% 547,329 $80.3M
MML Investors Services, LLC 0.22% Add +19.6% 520,606 $76.8M
Stifel Financial Corp. 0.07% Reduce -5.1% 489,841 $72.3M
Cetera Investment Advisers 0.12% Add +6.4% 485,617 $71.6M
Advisory Alpha, LLC 2.09% Add +31.4% 455,766 $67.2M
Osaic Holdings, Inc. 0.11% Reduce -0.6% 436,775 $64.4M
RiverFront Investment Group, LLC 1.25% Reduce -1.3% 435,700 $64.3M
Rockefeller Capital Management L.P. 0.13% Add +19.1% 415,813 $61.3M
Commonwealth Equity Services, LLC 0.08% Reduce -23.2% 403,019 $59.5M
Agf Management Ltd. 0.27% Reduce -1.9% 393,686 $58.1M
Millennium Management 0.05% Add +122.3% 393,451 $58.0M
Northern Trust Corp. 0.01% Add +6.7% 383,484 $56.6M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3.88% No change 362,774 $53.5M
Private Advisor Group, LLC 0.28% Reduce -6.2% 358,349 $52.9M
Franklin Resources Inc. 0.01% Add +54809.4% 356,911 $52.7M
Trust Asset Management LLC 3.88% Reduce -0.1% 354,864 $52.3M
Natixis 0.26% Reduce -81.2% 349,532 $51.6M
HighTower Advisors, LLC 0.06% Reduce -2.9% 349,052 $51.5M
Captrust Financial Advisors 0.11% Add +3.1% 348,641 $51.4M
Alps Advisors Inc. 0.28% Reduce -2.6% 331,022 $48.8M
Bank of Montreal 0.02% Reduce -3.2% 330,939 $48.8M
Cornerstone Advisors, LLC 1.64% Reduce -0.4% 324,000 $47.8M
Truist Financial Corp. 0.07% Add +5.1% 320,535 $47.3M
Jump Financial, LLC 0.59% New 317,731 $46.9M
J.Safra Asset Management Corp 3.07% Add +1.2% 298,796 $44.1M
PNC Financial Services Group, Inc. 0.03% Reduce -0.9% 292,943 $43.2M
Bellwether Advisors, LLC 7.03% Add +5639.0% 278,857 $41.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.06% Reduce -1.7% 263,076 $38.8M
KCM Investment Advisors LLC 1.30% Add +0.8% 260,737 $38.5M
FIL Ltd 0.03% Add +942.9% 258,274 $38.1M
Greenwood Gearhart LLC 2.24% Add +1.9% 243,670 $35.9M
CW Advisors, LLC 0.35% Add +3.5% 242,677 $35.8M
Swan Global Investments, LLC 1.64% Reduce -8.2% 239,784 $35.4M
Park Avenue Securities LLC 0.32% Add +21.8% 237,877 $35.1M
Perbak Capital Partners LLP 7.72% Add +2.2% 231,409 $34.1M
Thrivent Financial for Lutherans 0.08% Add +43.6% 231,204 $34.1M
1832 Asset Management L.P. 0.06% Add +1.0% 228,866 $33.8M
Full Sail Capital, LLC 1.93% Add +1.3% 226,868 $33.5M
Focus Partners Wealth 0.07% Add +156.7% 226,795 $33.5M
Biltmore Wealth Management, LLC 13.40% Reduce -2.0% 224,463 $33.1M
Janney Montgomery Scott LLC 0.08% Reduce -3.6% 218,894 $32.3M
Peapack Gladstone Financial Corp. 0.45% Reduce -0.6% 217,296 $32.1M
US Bancorp \de 0.04% Add +1.4% 212,403 $31.3M
Mariner, LLC 0.04% Add +5.8% 210,608 $31.1M
Renaissance Technologies 0.04% New 206,600 $30.5M
Fifth Third Bancorp 0.09% Add +1.8% 182,843 $27.0M
New Harbor Financial Group, LLC 6.04% Add +1.5% 178,462 $26.3M
Rothschild Capital Partners, LLC 6.67% Reduce -2.5% 172,270 $25.4M
Stonebridge Financial Group, LLC 2.47% Add +4185.8% 172,075 $25.4M
Flaharty Asset Management, LLC 3.39% Add +5.1% 170,476 $24.7M
Armstrong Advisory Group, Inc. 1.83% Reduce -2.6% 163,766 $24.2M
Jones Financial Companies LLLP 0.02% Add +21.3% 160,757 $23.6M
Trilogy Capital Inc. 1.14% Add +280.4% 159,027 $23.5M
Bar Harbor Wealth Management 1.47% Add +0.2% 155,796 $23.0M
Steward Partners Investment Advisory, LLC 0.18% Add +137.5% 154,310 $22.8M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 4.83% No change 149,120 $22.0M
Walleye Capital LLC 0.22% Add +102.8% 147,629 $21.8M
Robertson Stephens Wealth Management, LLC 0.75% Add +137.6% 146,063 $21.5M
Sanctuary Advisors, LLC 0.13% Reduce -5.4% 143,905 $21.2M
Cerity Partners LLC 0.04% Reduce -0.4% 142,554 $21.0M
Spire Wealth Management 0.75% Reduce -19.4% 141,095 $20.8M
111 Capital 3.53% New 139,236 $20.5M
Gerber Kawasaki Wealth & Investment Management 0.78% Add +5.8% 136,101 $20.1M
Barclays PLC 0.01% Reduce -86.4% 136,024 $20.1M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.3% 135,113 $19.9M
Nelson Capital Management, LLC 2.57% Add +0.9% 131,700 $19.4M
Itau Unibanco Holding S.A. 0.73% Add +5.4% 130,716 $19.3M
FMR LLC 0.00% Add +1.4% 128,448 $18.9M
NewSquare Capital LLC 1.39% Add +6.9% 126,628 $18.7M
Creative Planning 0.02% Add +7.6% 125,389 $18.5M
State Street Corp. 0.00% New 123,248 $18.2M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -6.8% 120,860 $17.8M
IHT Wealth Management, LLC 0.48% Reduce -6.0% 117,669 $17.4M
AE Wealth Management LLC 0.13% Add +9.6% 116,909 $17.2M
Avantax Advisory Services, Inc. 0.09% Add +7.7% 113,846 $16.8M
Strategic Point Investment Advisors, LLC 2.52% Reduce -0.6% 110,765 $16.3M
Graypoint LLC 0.92% Reduce -6.1% 110,634 $16.3M
Old National Bancorp 0.29% Add +36.3% 110,223 $16.3M
Krilogy Financial LLC 0.93% Add +3.6% 110,096 $16.2M
Equitable Holdings, Inc. 0.13% Reduce -17.4% 109,815 $16.2M
Kestra Advisory Services, LLC 0.08% Add +3.8% 109,143 $16.1M
Trek Financial, LLC 1.08% Reduce -32.5% 108,918 $16.1M
Oppenheimer Asset Management Inc. 0.18% Add +130.2% 108,568 $16.0M
Round Rock Advisors LLC 2.76% Add +0.9% 108,330 $16.0M
IMZ Advisory Inc 6.32% Reduce -2.3% 104,256 $15.8M
Corient Private Wealth LP 0.02% Add +49.9% 105,846 $15.6M
Exchange Traded Concepts, LLC 0.20% New 104,655 $15.4M
Kingsview Wealth Management, LLC 0.26% Add +21.1% 104,500 $15.4M
Mercer Global Advisors Inc. 0.03% Reduce -2.0% 104,449 $15.4M
Simplex Trading, LLC 0.39% New 97,333 $14.4M
EP Wealth Advisors, LLC 0.09% Add +60.5% 96,705 $14.3M
SG Americas Securities, LLC 0.06% Reduce -1.6% 95,182 $14.0M
Wharton Business Group, LLC 0.59% Reduce -23.1% 94,116 $13.9M
Royal Fund Management, LLC 1.48% New 93,740 $13.8M
MAI Capital Management 0.10% Reduce -4.3% 93,269 $13.8M
Capital Investment Advisors, LLC 0.23% Reduce -2.1% 89,303 $13.2M
PFG Advisors 0.60% Reduce -1.4% 88,051 $13.0M
Martin & Co. Inc. 2.38% Reduce -0.5% 87,622 $12.9M
Chicago Wealth Management, Inc. 6.15% Reduce -1.2% 87,416 $12.9M
Marshall Wace, LLP 0.02% New 86,703 $12.8M
Quantitative Investment Management, LLC 1.70% New 85,779 $12.7M
WBH Advisory Inc. 1.07% Add +0.6% 85,250 $12.6M
First Interstate Bank 0.73% Reduce -1.6% 84,781 $12.5M
Gladstone Institutional Advisory LLC 0.51% Add +8.7% 83,614 $12.3M
J.W. Cole Advisors, Inc. 0.26% Add +441.3% 82,227 $12.1M
Forbes J M & Co. LLP 1.11% No change 82,117 $12.1M
NTV Asset Management LLC 1.44% Reduce -1.8% 81,416 $12.0M
Assetmark, Inc. 0.03% Add +30.6% 79,883 $11.8M
Wealth Enhancement Advisory Services, LLC 0.02% Add +5.7% 78,552 $11.7M
Lido Advisors, LLC 0.06% Reduce -1.8% 78,892 $11.6M
Stillwater Capital Advisors, LLC 1.47% Add +0.4% 78,139 $11.5M
Sequoia Financial Advisors, LLC 0.08% Reduce -3.7% 77,673 $11.5M
Comerica Bank 0.04% Reduce -8.9% 77,546 $11.4M
Pathstone Holdings, LLC 0.04% Reduce -51.1% 76,476 $11.3M
Onyx Bridge Wealth Group LLC 1.49% Add +1635.0% 76,427 $11.3M
Westwood Holdings Group Inc. 0.08% New 75,028 $11.1M
Financial Enhancement Group LLC 1.57% Add +140.2% 73,231 $11.0M
Long Run Wealth Advisors, LLC 2.29% Add +0.8% 74,159 $10.9M
Tritonpoint Wealth, LLC 0.99% Add +0.5% 72,894 $10.8M
Sharper & Granite LLC 4.06% Reduce -0.8% 72,054 $10.7M
Maven Securities LTD 2.75% New 71,884 $10.6M
1248 Management, LLC 3.89% Reduce -58.5% 71,395 $10.5M
Jmac Enterprises LLC 2.25% Reduce -20.9% 71,317 $10.5M
NewEdge Advisors, LLC 0.05% Add +1.6% 70,850 $10.5M
Breakthru Advisory Services, LLC 16.05% No change 79,209 $10.4M
Ashton Thomas Private Wealth, LLC 0.36% Add +36.5% 69,602 $10.3M
Tamar Securities, LLC 1.23% Add +2.0% 68,535 $10.1M
Dakota Wealth Management 0.21% Reduce -1.8% 67,989 $10.0M
Prudential PLC 0.06% No change 67,830 $10.0M
National Bank of Canada 0.01% Add +222.1% 66,875 $9.9M
Atlas Capital Advisors Inc. 1.20% Reduce -1.7% 66,393 $9.8M
HSBC Holdings PLC 0.01% Reduce -22.5% 65,806 $9.7M
Ayalon Insurance Comp Ltd. 2.68% Reduce -1.1% 62,858 $9.3M
Advisory Services Network, LLC 0.15% Add +3.7% 60,451 $9.2M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -4.7% 61,921 $9.1M
Cullen Capital Management, LLC 0.10% Add +1197.9% 61,155 $9.0M
Private Wealth Advisors, LLC 3.50% Reduce -1.6% 60,475 $8.9M
Integrated Wealth Concepts LLC 0.09% Add +6.1% 60,353 $8.9M
Opal Wealth Advisors, LLC 2.44% Add +2.8% 59,732 $8.8M
Busey Bank 0.27% Reduce -0.9% 59,414 $8.8M
CMH Wealth Management LLC 2.01% Reduce -2.2% 58,681 $8.7M
Premier Path Wealth Partners, LLC 1.20% Add +1.3% 58,630 $8.6M
Susquehanna International Group, LLP 0.01% Reduce -94.3% 58,368 $8.6M
Salomon & Ludwin, LLC 0.85% Add +2.8% 57,999 $8.6M
Lyell Wealth Management, LP 0.68% Add +2.4% 58,086 $8.6M
Meiji Yasuda Life Insurance Co 0.25% No change 57,577 $8.5M
Centaurus Financial, Inc. 0.49% Reduce -0.0% 57,413 $8.5M
JSF Financial, LLC 2.01% Add +2.0% 57,281 $8.5M
TD Waterhouse Canada Inc. 0.06% Add +0.9% 57,090 $8.4M
Carnegie Investment Counsel 0.17% Add +0.6% 56,510 $8.3M
WCG Wealth Advisors LLC 0.54% Reduce -29.7% 56,476 $8.3M
Shira Ridge Wealth Management 3.81% Reduce -0.2% 56,471 $8.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.23% No change 55,400 $8.2M
Jefferies Financial Group Inc. 0.14% Reduce -5.5% 53,353 $7.9M
Vickerman Investment Advisors, Inc. 1.69% Add +0.2% 53,253 $7.9M
Trust Co. of Oklahoma 2.49% Add +0.5% 53,117 $7.8M
AlphaCore Capital LLC 0.29% Add +19270.2% 51,912 $7.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.29% Reduce -0.8% 50,581 $7.5M
Hudson Bay Capital Management LP 0.05% No change 50,000 $7.4M
Continuum Wealth Advisors, LLC 3.48% New 49,106 $7.2M
Intrua Financial, LLC 1.04% Reduce -8.4% 49,066 $7.2M
Burns J W & Co. Inc. 0.88% Reduce -2.5% 48,876 $7.2M
Hancock Whitney Corp. 0.14% New 48,846 $7.2M
Concurrent Investment Advisors, LLC 0.14% Reduce -6.8% 48,814 $7.2M
Atom Investors LP 0.64% Reduce -32.0% 48,778 $7.2M
Waverly Advisors, LLC 0.08% Add +7.9% 47,594 $7.0M
BlueStem Wealth Partners, LLC 0.86% New 47,542 $7.0M
Mutual Advisors, LLC 0.17% Add +2.9% 44,790 $6.9M
Beacon Pointe Advisors, LLC 0.07% Add +53.2% 47,011 $6.9M
Sage Rhino Capital LLC 1.46% Reduce -8.2% 46,934 $6.9M
Strategic Equity Management 2.51% New 46,194 $6.8M
Spinnaker Trust 0.41% Reduce -1.1% 46,063 $6.8M
Baird Financial Group, Inc. 0.01% Reduce -0.1% 45,722 $6.7M
Atria Wealth Solutions, Inc. 0.15% Reduce -4.1% 45,181 $6.7M
Toth Financial Advisory Corp. 0.77% Reduce -38.1% 44,456 $6.6M
Compass Wealth Management, LLC 3.48% — 44,095 $6.5M
Wealthcare Advisory Partners LLC 0.15% Add +2.8% 43,810 $6.5M
Essex LLC 1.27% Add +1.2% 43,689 $6.4M
Wela Strategies, Inc. 2.53% Add +3.1% 43,452 $6.4M
Western Wealth Management, LLC 0.38% Reduce -4.4% 43,328 $6.4M
SIH Partners, LLLP 0.61% Add +192.6% 43,322 $6.4M
StoneX Group Inc. 0.31% Add +8.8% 43,322 $6.4M
Institute for Wealth Management, LLC. 0.70% Reduce -1.5% 42,456 $6.3M
Orange Investment Advisors, Inc. 0.68% Reduce -10.0% 42,410 $6.3M
Jane Street Group, LLC 0.01% Reduce -82.7% 42,340 $6.2M
Algorithmic Investment Models, LLC 4.26% Add +7.2% 42,238 $6.2M
IFP Advisors, Inc 0.18% Add +2.2% 41,916 $6.2M
Sandbox Financial Partners, LLC 1.94% Add +1.4% 41,600 $6.1M
Capital Planning Advisors, LLC 0.89% Reduce -3.8% 41,208 $6.1M
Redhawk Wealth Advisors, Inc. 0.76% New 41,144 $6.1M
Simmons Bank 0.43% Reduce -1.3% 40,771 $6.0M
Natixis Advisors, LLC 0.01% Add +1.9% 40,739 $6.0M
Relyea Zuckerberg Hanson LLC 0.70% Add +47.4% 40,532 $6.0M
Bank Hapoalim BM 0.85% Reduce -6.1% 40,476 $6.0M
One Wealth Map LLC 3.27% Add +7.2% 39,527 $6.0M
Rye Brook Capital LLC 6.18% Add +10.1% 40,200 $5.9M
Winthrop Capital Management, LLC 1.48% Reduce -0.0% 39,759 $5.9M
Kennicott Capital Management LLC 3.34% Reduce -1.3% 39,675 $5.9M
Benjamin Edwards Inc. 0.07% Add +1.6% 39,246 $5.8M
Pinnacle Associates Ltd. 0.08% Reduce -2.0% 39,181 $5.8M
Prosperity Consulting Group, LLC 0.42% Reduce -0.7% 38,984 $5.8M
Allspring Global Investments Holdings, LLC 0.01% Add +11.2% 38,585 $5.7M
Canton Hathaway, LLC 1.16% Reduce -1.4% 38,678 $5.7M
Magnus Financial Group LLC 0.50% Add +9.2% 38,237 $5.6M
Cumberland Advisors Inc. 2.37% Add +0.8% 38,206 $5.6M
World Investment Advisors 0.13% Add +2.0% 38,087 $5.6M
Provident Co of the Employees of the Hebrew University LTD 5.53% Reduce -0.6% 37,587 $5.5M
DRW Securities, LLC 0.39% New 37,524 $5.5M
Midwest Trust Co 0.08% — 37,504 $5.5M
Rise Advisors, LLC 2.19% Add +3.7% 37,472 $5.5M
First Trust Advisors LP 0.00% Add +63.4% 37,253 $5.5M
IFG Advisory, LLC 0.27% Reduce -23.4% 36,899 $5.4M
Camelot Technology Advisors, Inc. 4.68% Reduce -0.4% 36,745 $5.4M
Principal Securities, Inc. 0.10% Reduce -16.1% 36,363 $5.4M
Foronjy Financial LLC 2.50% — 36,285 $5.4M
Accurate Wealth Management, LLC 0.82% New 35,452 $5.3M
Cwm, LLC 0.02% Reduce -19.4% 36,176 $5.3M
Patten & Patten Inc. 0.34% Add +5.9% 36,127 $5.3M
Merit Financial Group, LLC 0.06% Reduce -12.5% 35,687 $5.3M
Oppenheimer & Co. Inc. 0.07% Reduce -29.7% 34,986 $5.2M
Sigma Planning Corp 0.15% Add +13.9% 34,889 $5.1M
Scotia Capital Inc. 0.02% Add +0.4% 34,880 $5.1M
Sage Capital Advisors,llc 1.27% Reduce -7.2% 34,828 $5.1M
Ironwood Wealth Management, Inc. 2.42% Reduce -0.7% 34,425 $5.1M
Stockman Wealth Management, Inc. 0.70% Add +2.9% 34,694 $5.1M
Snowden Capital Advisors LLC 0.15% Reduce -0.6% 34,590 $5.1M
SRB Corp. 0.30% No change 33,621 $5.0M
Innealta Capital, LLC 2.61% Reduce -15.5% 33,597 $5.0M
Foundations Investment Advisors, LLC 0.08% Add +6.0% 33,583 $5.0M
Innova Wealth Partners 2.91% Reduce -9.9% 33,572 $5.0M
Petredis Investment Advisors LLC 0.43% Add +5.7% 33,279 $4.9M
Ferguson Wellman Capital Management, Inc. 0.09% Reduce -3.5% 33,135 $4.9M
Massachusetts Wealth Management 2.75% Add +5.6% 33,041 $4.9M
Cresset Asset Management, LLC 0.02% Reduce -35.9% 32,824 $4.8M
IronBridge Private Wealth, LLC 1.67% Reduce -0.2% 32,454 $4.8M
Virtu Financial LLC 0.25% New 32,452 $4.8M
Sig Brokerage, LP 1.30% New 32,189 $4.7M
Perennial Investment Advisors, LLC 0.46% Add +18.9% 32,095 $4.7M
Tucker Asset Management LLC 1.50% Reduce -9.1% 31,832 $4.7M
Sentinel Trust Co. Lba 0.51% No change 31,775 $4.7M
Clarity Financial LLC 0.50% Reduce -23.6% 31,751 $4.7M
Arrow Investment Advisors, LLC 4.51% Reduce -6.1% 31,551 $4.7M
Quantinno Capital Management LP 0.02% Reduce -0.5% 31,531 $4.7M
TCV Trust & Wealth Management, Inc. 0.41% Add +0.2% 31,529 $4.7M
Cornerstone Wealth Group, LLC 0.35% New 31,325 $4.6M
Guerra Pan Advisors, LLC 3.03% Add +3.8% 31,193 $4.6M
&partners 0.04% Add +8.3% 31,157 $4.6M
Blair William & Co. 0.01% Reduce -1.5% 30,831 $4.5M
Granite Harbor Advisors, Inc. 2.12% Reduce -3.8% 30,577 $4.5M
Reyes Financial Architecture, Inc. 3.86% New 30,368 $4.5M
RFG Advisory, LLC 0.10% Reduce -21.9% 30,229 $4.5M
High Note Wealth, LLC 1.02% Reduce -3.4% 30,201 $4.5M
Allred Capital Management, LLC 1.66% Add +3.0% 30,149 $4.4M
Money Concepts Capital Corp. 0.30% Reduce -7.4% 29,997 $4.4M
Allworth Financial LP 0.02% Reduce -16.3% 29,863 $4.4M
Moneywise, Inc. 2.05% New 29,635 $4.4M
Vivid Wealth Management, LLC 1.91% Reduce -14.4% 29,490 $4.4M
MPWM Advisory Solutions, LLC 2.73% Reduce -6.7% 29,189 $4.3M
New Wave Wealth Advisors LLC 1.83% Add +2.1% 29,129 $4.3M
Crescent Grove Advisors, LLC 0.41% Add +16.5% 28,818 $4.3M
AQR Capital Management 0.00% Add +73.7% 28,516 $4.2M
Maxele Advisors, LLC 3.65% Reduce -1.0% 28,363 $4.2M
Glenmede Investment Management, LP 0.02% — 28,076 $4.1M
AMG National Trust Bank 0.11% Reduce -2.5% 28,013 $4.1M
Federation des caisses Desjardins du Quebec 0.02% Reduce -2.0% 27,657 $4.1M
GTS Securities LLC 0.18% Reduce -75.8% 27,489 $4.1M
Thor Trading Advisors, LLC 5.07% New 27,417 $4.0M
Founders Financial Securities LLC 0.31% Reduce -35.7% 27,241 $4.0M
NorthCrest Asset Manangement, LLC 0.11% Reduce -0.9% 26,767 $4.0M
Venturi Wealth Management, LLC 0.20% Reduce -1.6% 27,053 $4.0M
Stratos Wealth Partners, LTD. 0.05% Add +22.3% 26,780 $4.0M
Integrated Advisors Network LLC 0.18% Add +25.8% 26,621 $3.9M
First Merchants Corp. 0.15% Reduce -2.9% 26,519 $3.9M
Intrepid Financial Planning Group LLC 1.63% Add +0.6% 26,336 $3.9M
Atria Investments, Inc 0.05% Reduce -45.8% 26,238 $3.9M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.40% Add +0.7% 25,459 $3.9M
Graham Capital Management, L.P. 0.12% Reduce -30.4% 26,100 $3.9M
Victory Financial Group, LLC 0.61% Add +0.5% 26,097 $3.8M
Sykon Capital LLC 1.40% New 26,009 $3.8M
Cooksen Wealth, LLC 3.07% Add +17.2% 25,929 $3.8M
KKM Financial LLC 1.33% Reduce -3.3% 25,434 $3.8M
Independent Financial Group, LLC 0.10% Reduce -5.0% 25,736 $3.8M
Colton Groome Financial Advisors, LLC 1.28% Reduce -3.0% 25,679 $3.8M
Arkadios Wealth Advisors 0.11% Add +32.8% 25,571 $3.8M
Level Four Advisory Services, LLC 0.14% Reduce -30.5% 25,522 $3.8M
First Horizon Advisors, Inc. 0.10% Add +0.6% 25,297 $3.7M
Mechanics Bank Trust Department 0.53% Reduce -12.8% 25,257 $3.7M
Visionary Horizons, LLC 2.35% Add +27.2% 25,131 $3.7M
Global Retirement Partners, LLC 0.09% — 25,122 $3.7M
Balyasny Asset Management L.P. 0.01% Reduce -22.1% 25,115 $3.7M
Meridian Investment Counsel Inc. 1.01% Add +1.6% 25,101 $3.7M
Choate Investment Advisors 0.08% Add +1.8% 25,074 $3.7M
Rehmann Capital Advisory Group 0.22% Add +5.6% 24,809 $3.7M
Summit Financial, LLC 0.08% Reduce -2.5% 24,666 $3.6M
WealthBridge Capital Management, LLC 0.92% Add +0.0% 24,659 $3.6M
Keystone Global Partners, LLC 1.97% Reduce -14.4% 24,551 $3.6M
Nwam LLC 0.21% Reduce -4.1% 23,809 $3.6M
Strategic Financial Partners, Ltd. 1.67% New 24,373 $3.6M
Brookstone Capital Management 0.05% Reduce -19.4% 24,202 $3.6M
Certified Advisory Corp 0.37% Reduce -2.0% 24,153 $3.6M
Sowell Financial Services LLC 0.14% Reduce -2.0% 24,063 $3.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -29.2% 23,674 $3.5M
Fiduciary Group, LLC 0.33% Add +4.2% 23,519 $3.5M
Trinity Wealth Management, LLC 1.36% New 23,216 $3.4M
West Financial Advisors, LLC 0.60% New 23,192 $3.4M
Keebeck Wealth Management 0.45% No change 23,012 $3.4M
Farmers & Merchants Trust Co of Chambersburg PA 1.05% Reduce -4.8% 22,836 $3.4M
Capital Wealth Planning, LLC 0.03% New 22,725 $3.4M
Grassi Investment Management 0.26% Reduce -2.8% 22,394 $3.3M
BigSur Wealth Management LLC 0.83% No change 22,385 $3.3M
RPg Family Wealth Advisory, LLC 0.88% Add +9.0% 22,322 $3.3M
Horizon Investments, LLC 0.05% Reduce -27.4% 22,284 $3.3M
Wall Street Financial Group, Inc. 2.93% Reduce -39.4% 21,986 $3.2M
DAVENPORT & Co LLC 0.02% Reduce -2.5% 21,798 $3.2M
Readystate Asset Management LP 0.24% New 21,570 $3.2M
Courier Capital LLC 0.19% Reduce -37.1% 21,506 $3.2M
Dorsey Wright & Associates 0.75% Add +1.2% 21,478 $3.2M
Prospera Financial Services Inc 0.06% Reduce -26.5% 21,460 $3.2M
Harbour Investments, Inc. 0.08% Add +7.5% 21,246 $3.1M
Hilltop Holdings Inc. 0.20% Add +81.7% 21,203 $3.1M
Clarus Wealth Advisors 1.45% Reduce -7.2% 20,999 $3.1M
Floyd Financial Group LLC 2.88% Reduce -2.5% 20,840 $3.1M
CoreCap Advisors, LLC 0.13% Add +12.4% 21,031 $3.1M
Butensky & Cohen Financial Security, Inc. 0.92% Add +2.0% 20,982 $3.1M
Keybank National Association 0.01% Add +2.5% 20,946 $3.1M
Great Valley Advisor Group, Inc. 0.07% Reduce -3.1% 20,771 $3.1M
Zullo Investment Group, Inc. 1.24% Add +2.3% 20,757 $3.1M
Chemung Canal Trust Co. 0.64% Reduce -50.6% 20,665 $3.0M
Orion Porfolio Solutions, LLC 0.03% Add +60.2% 20,474 $3.0M
Flagship Harbor Advisors, LLC 0.14% Reduce -38.4% 20,474 $3.0M
Everstar Asset Management, LLC 1.81% Reduce -4.6% 20,084 $3.0M
Horizon Financial Services, LLC 1.57% Add +31.3% 20,070 $3.0M
HB Wealth Management, LLC 0.02% Reduce -12.4% 19,950 $2.9M
Amarillo National Bank 0.55% Add +0.6% 19,937 $2.9M
MontVue Capital Management, Inc. 2.08% Reduce -2.5% 19,837 $2.9M
Fairfield Financial Advisors, LTD 1.03% Add +27.0% 19,813 $2.9M
Vectors Research Management, LLC 1.00% Reduce -5.8% 19,775 $2.9M
Nilsine Partners, LLC 0.29% No change 19,725 $2.9M
Jacobi Capital Management LLC 0.19% Add +4.5% 19,581 $2.9M
Paloma Partners Management Co 1.23% Add +1208.4% 19,351 $2.9M
United Capital Financial Advisors, LLC 0.02% Reduce -6.1% 19,162 $2.8M
CX Institutional 0.10% Reduce -10.1% 19,140 $2.8M
Huntington National Bank 0.02% Reduce -9.9% 19,107 $2.8M
Verition Fund Management LLC 0.02% No change 19,029 $2.8M
First Financial Bank - Trust Division 0.25% Reduce -0.6% 18,989 $2.8M
Masso Torrence Wealth Management Inc. 1.26% Reduce -1.2% 18,550 $2.7M
Chesapeake Wealth Management 0.90% Reduce -1.1% 18,386 $2.7M
Associated Banc-Corp 0.08% Reduce -7.5% 18,318 $2.7M
Channel Wealth LLC 0.76% Reduce -21.6% 18,288 $2.7M
Analyst IMS Investment Management Services Ltd. 0.09% No change 18,200 $2.7M
Signature Estate & Investment Advisors LLC 0.06% Add +54.1% 18,111 $2.7M
Bfsg, LLC 0.30% Reduce -8.2% 18,018 $2.7M
U.S. Capital Wealth Advisors, LLC 0.08% Add +13.9% 17,944 $2.6M
Spreng Capital Management, Inc. 1.12% Reduce -2.3% 17,922 $2.6M
Cornerstone Advisory, LLC 0.28% Add +0.0% 17,898 $2.6M
Curat Global, LLC 2.52% Add +373.2% 17,879 $2.6M
Burke & Herbert Bank & Trust Co. 0.59% Reduce -0.3% 17,843 $2.6M
Finivi Inc. 1.78% Reduce -22.3% 17,826 $2.6M
Elevation Point Wealth Partners, LLC 0.20% Reduce -8.6% 17,735 $2.6M
Ameritas Advisory Services, LLC 0.14% Reduce -31.3% 17,645 $2.6M
First National Bank of Hutchinson 1.58% No change 17,199 $2.5M
Apexium Financial, LP 0.13% Reduce -0.1% 17,138 $2.5M
Quantbot Technologies LP 0.06% New 17,066 $2.5M
Vaughan David Investments LLC 0.06% Add +266.2% 16,863 $2.5M
Webster Bank, N. A. 0.26% Reduce -4.7% 16,800 $2.5M
Evercore Wealth Management, LLC 0.04% Reduce -0.5% 16,502 $2.4M
B. Riley Wealth Advisors, Inc. 0.12% Reduce -76.7% 16,491 $2.4M
Trust Co 0.27% Reduce -22.6% 16,482 $2.4M
Cornerstone Wealth Management, LLC 0.15% Reduce -2.3% 16,449 $2.4M
CreativeOne Wealth, LLC 0.06% Reduce -10.5% 16,437 $2.4M
Global View Capital Management LLC 0.77% New 16,338 $2.4M
Vontobel Holding Ltd. 0.01% Add +460.2% 16,296 $2.4M
Fourth Dimension Wealth, LLC 1.00% Add +5.1% 16,061 $2.4M
CMG Global Holdings, LLC 1.24% Add +17.6% 15,308 $2.4M
Per Stirling Capital Management, LLC. 0.31% Add +0.6% 16,000 $2.4M
AdvisorShares Investments LLC 0.43% New 15,996 $2.4M
Avior Wealth Management, LLC 0.08% Add +10.3% 15,905 $2.3M
AAFMAA Wealth Management & Trust LLC 0.97% Reduce -15.4% 15,849 $2.3M
Two Sigma Securities, LLC 0.29% New 15,774 $2.3M
Cary Street Partners Financial LLC 0.07% Add +9.1% 15,759 $2.3M
MMBG Investment Advisors Co. 0.23% Add +12.0% 15,710 $2.3M
Squarepoint Ops LLC 0.01% New 15,649 $2.3M
10Elms LLP 2.56% Reduce -0.8% 15,643 $2.3M
Brown, Lisle/Cummings, Inc. 0.61% Add +2.5% 15,578 $2.3M
Belpointe Asset Management LLC 0.10% Reduce -18.0% 15,457 $2.3M
Provida Pension Fund Administrator 0.04% No change 15,442 $2.3M
Main Management LLC 0.18% No change 15,347 $2.3M
St. Johns Investment Management Company, LLC 1.03% Add +6.9% 15,242 $2.2M
Capital Advisors, Ltd. LLC 0.28% Reduce -1.5% 15,202 $2.2M
Crew Capital Management, Ltd 1.61% Add +279.3% 15,182 $2.2M
Fifth Third Securities, Inc. 0.17% Reduce -0.2% 15,098 $2.2M
D.A. Davidson & Co. 0.02% Add +14.4% 14,803 $2.2M
RiverGlades Family Offices LLC 1.43% Reduce -0.4% 14,792 $2.2M
3EDGE Asset Management, LP 0.13% Reduce -32.4% 14,759 $2.2M
Tiaa Trust, National Association 0.01% Reduce -5.2% 14,644 $2.2M
PCG Asset Management, LLC 1.84% Reduce -3.8% 14,541 $2.1M
GeoWealth Management, LLC 0.08% Reduce -8.2% 14,537 $2.1M
Cabana LLC 12.24% New 14,462 $2.1M
CFC Planning Co LLC 2.04% Add +10.5% 14,348 $2.1M
1607 Capital Partners, LLC 0.17% Reduce -10.8% 14,285 $2.1M
Darwin Wealth Management, LLC 0.73% Reduce -5.6% 14,284 $2.1M
M&T Bank Corp 0.01% Reduce -1.3% 14,177 $2.1M
Bank of Nova Scotia 0.00% No change 14,135 $2.1M
OneDigital Investment Advisors LLC 0.02% Reduce -21.4% 14,022 $2.1M
First Business Financial Services, Inc. 0.19% No change 14,013 $2.1M
Dorsey & Whitney Trust CO LLC 0.11% Reduce -0.3% 13,769 $2.0M
Wedbush Securities Inc. 0.07% Add +0.0% 13,757 $2.0M
Bank of New York Mellon Corp 0.00% Reduce -12.4% 13,730 $2.0M
Advisor OS, LLC 0.20% Add +12.8% 13,693 $2.0M
Brueske Advisory Services, LLC 1.37% New 13,623 $2.0M
Fortis Group Advisors, LLC 0.36% Reduce -51.9% 13,166 $2.0M
Boltwood Capital Management 0.57% Add +0.6% 13,552 $2.0M
Kestra Private Wealth Services, LLC 0.03% Reduce -8.8% 13,512 $2.0M
Good Life Advisors, LLC 0.12% Add +2.0% 13,508 $2.0M
Dynamic Advisor Solutions LLC 0.06% Reduce -1.0% 13,478 $2.0M
Rockport Wealth LLC 0.46% Reduce -10.7% 13,445 $2.0M
Valeo Financial Advisors, LLC 0.05% No change 13,349 $2.0M
Cresta Advisors, Ltd. 0.96% Reduce -4.6% 13,316 $2.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -7.7% 13,342 $2.0M
Realta Investment Advisors 0.77% Reduce -15.1% 13,245 $2.0M
Laurel Wealth Advisors LLC 0.29% Add +19.9% 13,239 $2.0M
Perigon Wealth Management, LLC 0.05% Reduce -11.8% 13,217 $1.9M
Crews Bank & Trust 0.30% Reduce -1.7% 13,071 $1.9M
Northeast Financial Consultants Inc 0.08% Add +0.1% 13,055 $1.9M
Commerce Bank 0.01% Add +1.3% 13,030 $1.9M
Janney Capital Management LLC 0.12% Reduce -0.1% 12,913 $1.9M
Larson Financial Group LLC 0.08% Reduce -43.8% 12,857 $1.9M
Colony Family Offices, LLC 0.49% No change 12,842 $1.9M
Ibex Wealth Advisors 0.20% Add +11.3% 12,792 $1.9M
Modera Wealth Management, LLC 0.02% Add +2.9% 12,727 $1.9M
Stratos Wealth Advisors, LLC 0.10% Reduce -15.0% 12,709 $1.9M
Joseph P. Lucia & Associates, LLC 0.76% Reduce -1.1% 12,623 $1.9M
Moulton Wealth Management, Inc. 1.40% Reduce -20.4% 12,414 $1.9M
HBW Advisory Services LLC 0.23% Add +1.7% 12,539 $1.8M
O'shaughnessy Asset Management, LLC 0.01% Add +22.9% 12,512 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +4.1% 12,488 $1.8M
Abbot Financial Management, Inc. 0.85% Reduce -0.1% 12,471 $1.8M
Encompass More Asset Management 0.43% Add +108.7% 12,412 $1.8M
Jain Global LLC 0.03% New 12,395 $1.8M
Prime Capital Investment Advisors, LLC 0.02% Reduce -13.2% 12,334 $1.8M
Fairvoy Private Wealth, LLC 0.45% Reduce -22.3% 12,279 $1.8M
Deltec Asset Management LLC 0.32% No change 12,250 $1.8M
Parallel Advisors, LLC 0.04% Add +1.3% 12,124 $1.8M
Teamwork Financial Advisors, LLC 0.22% Reduce -92.0% 12,114 $1.8M
Choreo, LLC 0.02% Add +108.0% 12,062 $1.8M
Redwood Financial Network Corp 1.20% Add +2.2% 12,039 $1.8M
First Manhattan Co. Llc. 0.01% Add +1.6% 12,035 $1.8M
Capital Insight Partners, LLC 0.31% Reduce -2.6% 12,029 $1.8M
VestGen Advisors, LLC 0.07% Reduce -5.5% 12,016 $1.8M
Marion Wealth Management 0.44% Add +0.9% 12,008 $1.8M
McGuire Investment Group, LLC 0.23% Add +3.5% 11,991 $1.8M
ARS Investment Partners, LLC 0.13% Add +10.8% 11,982 $1.8M
Parallax Volatility Advisers, L.P. 0.09% Add +1197200.0% 11,973 $1.8M
Bank of Marin 1.33% New 11,920 $1.8M
SOL Capital Management CO 0.17% No change 11,895 $1.8M
Harbor Asset Planning, Inc. 1.67% — 11,886 $1.8M
Tidal Investments LLC 0.01% Add +147.3% 11,872 $1.8M
Proffitt & Goodson Inc. 0.27% Add +0.4% 11,860 $1.7M
Parsons Capital Management Inc. 0.11% Reduce -2.5% 11,614 $1.7M
Wellspring Financial Advisors, LLC 0.15% Reduce -17.9% 11,554 $1.7M
AmeriServ Wealth Advisors 0.84% Add +1.0% 11,518 $1.7M
Successful Portfolios LLC 1.03% Reduce -0.2% 11,404 $1.7M
Apollon Financial, LLC 0.35% Add +0.0% 11,297 $1.7M
Okabena Investment Services Inc. 0.37% Add +2.4% 11,277 $1.7M
Moors & Cabot, Inc. 0.08% Reduce -5.6% 11,166 $1.6M
Proficio Capital Partners LLC 0.10% New 1,146,837 $1.6M
Regal Investment Advisors LLC 0.12% Add +28.8% 11,117 $1.6M
Cullen/Frost Bankers, Inc. 0.02% Add +357.2% 10,945 $1.6M
Northstar Advisory Group, LLC 0.78% Add +12.1% 10,894 $1.6M
Glen Eagle Advisors, LLC 0.25% Add +0.1% 10,861 $1.6M
Crestwood Advisors Group, LLC 0.03% Reduce -4.9% 10,835 $1.6M
Regions Financial Corp. 0.01% Reduce -0.2% 10,752 $1.6M
VCI Wealth Management LLC 0.55% Add +5.4% 10,707 $1.6M
Wilmington Savings Fund Society, FSB 0.03% Reduce -0.6% 10,662 $1.6M
Brandywine Oak Private Wealth LLC 0.15% No change 10,654 $1.6M
Capital Fund Management S.A. 0.02% New 10,592 $1.6M
Alexis Investment Partners, LLC 0.67% Add +4.8% 10,559 $1.6M
Bessemer Group Inc. 0.00% Add +97.2% 10,510 $1.6M
Polymer Capital Management (HK) LTD 0.24% Reduce -8.7% 10,500 $1.5M
NewEdge Wealth, LLC 0.02% Add +3.8% 10,258 $1.5M
Rovin Capital /Ut/ 0.47% Add +1.8% 10,467 $1.5M
Capitol Family Office, Inc. 2.01% Add +0.2% 10,447 $1.5M
Brookwood Investment Group LLC 0.25% Add +146.3% 10,442 $1.5M
Freedom Investment Management, Inc. 0.12% Reduce -42.9% 10,332 $1.5M
Objective Capital Management, LLC 1.70% Add +4.5% 10,272 $1.5M
Security National Bank 0.26% Add +1.3% 10,226 $1.5M
Alpine Global Management, LLC 0.39% New 10,197 $1.5M
Verus Capital Partners, LLC 0.13% Add +7.3% 10,140 $1.5M
Signet Financial Management, LLC 0.19% Add +3.2% 10,114 $1.5M
United Asset Strategies, Inc. 0.13% Reduce -41.1% 10,101 $1.5M
Coastal Bridge Advisors, LLC 0.12% New 10,018 $1.5M
Summit Securities Group LLC 0.53% Reduce -55.8% 10,000 $1.5M
Parkside Investments, LLC 0.20% Reduce -33.3% 10,000 $1.5M
Creative Financial Designs Inc. 0.11% No change 9,984 $1.5M
Terra Nova Asset Management LLC 1.02% Reduce -3.8% 9,915 $1.5M
Csenge Advisory Group 0.08% Reduce -2.1% 10,206 $1.5M
Principle Wealth Partners LLC 0.09% Reduce -0.1% 9,852 $1.5M
Cypress Asset Management Inc. 0.35% No change 9,734 $1.4M
Nova Wealth Management, Inc. 1.05% Reduce -11.7% 9,711 $1.4M
Financial Sense Advisors, Inc. 0.35% Reduce -3.6% 9,705 $1.4M
Gotham Asset Management 0.01% No change 9,698 $1.4M
Cushing Capital Partners, LLC 1.21% Add +3.4% 9,687 $1.4M
Pallas Capital Advisors LLC 0.05% Reduce -80.4% 9,660 $1.4M
Pine Valley Investments Ltd Liability Co 0.08% Reduce -1.4% 9,654 $1.4M
Orca Investment Management, LLC 1.28% New 9,613 $1.4M
Atlantic Union Bankshares Corp 0.03% New 9,584 $1.4M
Axxcess Wealth Management, LLC 0.03% Reduce -32.0% 9,557 $1.4M
Landaas & Co. /Wi 0.34% Add +3.5% 9,515 $1.4M
Windsor Capital Management, LLC 0.41% Reduce -12.1% 9,495 $1.4M
Magnolia Capital Management Ltd. 1.11% No change 9,440 $1.4M
NBT Bank, N.A. 0.09% Reduce -2.8% 9,324 $1.4M
Financial Engines Advisors L.L.C. 0.00% Add +64.5% 9,300 $1.4M
Howard Capital Management Group, LLC 0.10% Reduce -1.3% 9,282 $1.4M
Capital Investment Counsel, LLC 0.21% Reduce -1.4% 9,270 $1.4M
BTG Pactual Asset Management US LLC 0.18% Add +1554.1% 9,230 $1.4M
Compass Capital Corp. /Ma/ 0.64% Reduce -5.5% 10,324 $1.4M
Providence First Trust Co 0.48% No change 9,216 $1.4M
Lee Johnson Capital Management, LLC 0.47% New 9,190 $1.4M
First Bancorp, Inc 0.77% No change 9,086 $1.3M
Transamerica Financial Advisors, LLC 0.13% Reduce -5.7% 9,061 $1.3M
Beaumont Financial Advisors, LLC 0.10% Reduce -0.4% 9,001 $1.3M
Gilliland Jeter Wealth Management LLC 0.43% Reduce -0.4% 8,987 $1.3M
Transcend Capital Advisors, LLC 0.10% Reduce -13.4% 8,984 $1.3M
Exchange Capital Management, Inc. 0.20% Reduce -0.3% 8,979 $1.3M
Founders Financial Alliance, LLC 0.30% Reduce -8.4% 8,948 $1.3M
Leslie Global Wealth, LLC 0.70% Reduce -8.2% 8,874 $1.3M
Plimoth Trust Co. LLC 0.31% Reduce -4.9% 8,828 $1.3M
Founders Grove Wealth Partners, LLC 0.33% Reduce -9.9% 8,783 $1.3M
Bedell Frazier Investment Counselling, LLC 0.33% Reduce -21.1% 8,760 $1.3M
T. Rowe Price Associates Inc. 0.00% Reduce -50.5% 8,623 $1.3M
Sava Infond d.o.o. 0.20% No change 8,580 $1.3M
LongView Wealth Management 0.38% Add +1.0% 8,548 $1.3M
Invst, LLC 0.16% Add +18.6% 8,525 $1.3M
Blue Chip Partners, LLC 0.10% Reduce -9.4% 8,515 $1.3M
Bramshill Investments, LLC 0.13% Reduce -43.3% 8,500 $1.3M
Mgo One Seven LLC 0.04% Reduce -16.4% 8,240 $1.2M
Brown Advisory Inc. 0.00% Add +11.8% 8,200 $1.2M
Tsfg, LLC 0.22% Reduce -2.7% 8,180 $1.2M
Farther Finance Advisors, LLC 0.02% Reduce -2.6% 8,160 $1.2M
Evanson Asset Management, LLC 0.07% Reduce -0.7% 8,138 $1.2M
Capital Investment Counsel, Inc 0.16% No change 8,090 $1.2M
Two Sigma Investments, LP 0.00% New 8,040 $1.2M
Yelin Lapidot Holdings Management Ltd. 0.22% No change 8,000 $1.2M
Calton & Associates, Inc. 0.20% Add +15.7% 7,986 $1.2M
Journey Advisory Group, LLC 0.09% Add +44.6% 7,941 $1.2M
E&G Advisors, LLC 0.30% Add +2.1% 7,903 $1.2M
Tocqueville Asset Management L.P. 0.02% No change 7,890 $1.2M
Soundwatch Capital LLC 0.20% New 2,446 $1.2M
Gallagher Fiduciary Advisors, LLC 0.04% Reduce -2.1% 7,839 $1.2M
Rockland Trust Co. 0.06% Reduce -7.7% 7,799 $1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.16% Reduce -2.6% 7,764 $1.1M
Donald L. Hagan, LLC 0.57% Reduce -28.2% 7,710 $1.1M
Fagan Associates, Inc. 0.17% Reduce -3.0% 7,646 $1.1M
Thomasville National Bank 0.08% No change 7,605 $1.1M
Golden State Wealth Management, LLC 0.14% Add +2.4% 7,602 $1.1M
White Pine Investment CO 0.28% Add +26.9% 7,577 $1.1M
Deutsche Bank AG 0.00% Reduce -35.1% 7,552 $1.1M
Kingswood Wealth Advisors, LLC 0.09% Add +2.2% 7,536 $1.1M
Retirement Planning Group, LLC 0.05% Add +8.8% 7,455 $1.1M
Olistico Wealth, LLC 0.60% Add +0.3% 7,384 $1.1M
Icon Wealth Advisors, LLC 0.08% Reduce -2.4% 7,361 $1.1M
One Charles Private Wealth Services, LLC 0.30% Add +48.8% 7,339 $1.1M
NWF Advisory Services Inc. 0.13% Add +19.3% 7,331 $1.1M
Rik Saylor Financial, Inc. 0.83% Reduce -3.3% 7,317 $1.1M
Citizens Financial Group Inc. 0.02% Add +62.6% 7,309 $1.1M
Roberts Wealth Advisors, LLC 0.31% Add +1.1% 7,273 $1.1M
J Hagan Capital, Inc. 0.72% Add +328.6% 7,115 $1.1M
Whittier Trust Co. 0.01% Reduce -0.5% 7,263 $1.1M
Houlihan Financial Resource Group, Ltd. 0.44% Add +0.0% 7,143 $1.1M
Exencial Wealth Advisors, LLC 0.04% Reduce -6.7% 7,236 $1.1M
Arlington Trust Co LLC 0.21% No change 7,234 $1.1M
OneAscent Financial Services LLC 0.08% Add +2.5% 7,203 $1.1M
Montag A & Associates Inc. 0.05% Add +3.6% 7,161 $1.1M
Morton Community Bank 0.26% New 7,075 $1.0M
Madden Advisory Services, Inc. 0.44% Add +0.6% 7,042 $1.0M
Kovack Advisors, Inc. 0.10% Add +0.4% 7,004 $1.0M
Independence Bank of Kentucky 0.15% Add +0.4% 6,969 $1.0M
Point Windward Advisors Inc. 0.47% Add +1.0% 6,953 $1.0M
Signal Advisors Wealth, LLC 0.08% Reduce -69.4% 6,937 $1.0M
Monetary Management Group Inc. 0.25% Add +9.5% 6,900 $1.0M
Insigneo Advisory Services, LLC 0.09% Add +0.7% 6,871 $1.0M
Smith Salley Wealth Management 0.06% Reduce -0.7% 6,868 $1.0M
Financial Insights, Inc. 0.37% Add +0.7% 6,851 $1.0M
Wealthfront Advisers LLC 0.00% Reduce -30.3% 6,847 $1.0M
Game Plan Financial Advisors, LLC 0.44% Reduce -0.1% 6,817 $1.0M
Sovran Advisors, LLC 0.11% Add +3.7% 6,746 $1.0M
Neville Rodie & Shaw Inc. 0.07% Add +7.9% 6,800 $1.0M
NorthCoast Asset Management LLC 0.00% Add +82.2% 6,766 $998K
Leuthold Group, LLC 0.12% Add +2.6% 6,760 $997K
Elm Partners Management LLC 0.06% Add +289.4% 6,748 $995K
Financial Advocates Investment Management 0.08% Reduce -69.7% 6,742 $995K
Valmark Advisers, Inc. 0.01% Add +18.1% 6,715 $991K
Bradley Foster & Sargent Inc. 0.02% Reduce -15.3% 6,707 $989K
Kagan Cocozza Asset Management 0.76% No change 6,689 $987K
Wealthspire Advisors, LLC 0.01% Add +1.7% 6,685 $986K
Neuberger Berman Group LLC 0.00% Add +4.9% 6,665 $983K
Tudor Investment Corporation 0.01% New 6,663 $983K
Quattro Financial Advisors LLC 0.35% Reduce -10.0% 6,662 $983K
First International Bank of Israel Ltd. 0.58% — 6,642 $980K
Focus Financial Network, Inc. 0.04% Reduce -3.7% 6,595 $973K
Koshinski Asset Management, Inc. 0.07% Add +8.8% 6,592 $972K
Fulcrum Equity Management 1.00% Reduce -19.9% 6,584 $971K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.66% Reduce -66.5% 6,429 $971K
International Assets Investment Management, LLC 0.08% Add +211.4% 6,509 $960K
Rational Advisors, Inc. 0.10% Reduce -13.1% 6,507 $960K
Savant Capital, LLC 0.01% Add +42.9% 6,500 $959K
Country Club Bank 0.06% Add +19.9% 6,499 $954K
WealthCare Investment Partners, LLC 0.34% Add +154.5% 6,353 $949K
Constitution Capital LLC 0.48% Add +0.2% 6,400 $944K
Midwestern Financial, LLC 0.88% — 6,395 $943K
Essex Financial Services, Inc. 0.06% Add +51.9% 6,380 $941K
Lynch & Associates 0.19% No change 6,375 $940K
CIBC Private Wealth Group LLC 0.00% Reduce -29.2% 6,342 $936K
Personal Cfo Solutions, LLC 0.17% Reduce -3.8% 6,342 $936K
SeaCrest Wealth Management, LLC 0.10% Reduce -4.0% 6,339 $935K
Private Advisory Group LLC 0.09% No change 6,304 $930K
Sapient Capital LLC 0.02% Reduce -3.5% 6,276 $926K
Diversify Advisory Services, LLC 0.03% Add +10.8% 5,982 $909K
Financial & Tax Architects, LLC 0.22% Reduce -2.7% 6,145 $907K
QRG Capital Management, Inc. 0.01% Reduce -0.9% 6,132 $905K
Kanawha Capital Management LLC 0.07% Reduce -0.2% 6,122 $903K
Johnson Investment Counsel Inc. 0.01% Add +15.1% 6,093 $899K
Cape Ann Savings Bank 0.54% Add +0.9% 6,083 $897K
Kessler Investment Group, LLC 0.37% Add +1.2% 6,072 $896K
World Equity Group, Inc. 0.24% Reduce -10.3% 6,067 $895K
MKT Advisors LLC 0.35% No change 6,038 $894K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.46% Add +50.0% 6,000 $885K
University of Texas/Texas Am Investment Management Co. 0.14% Reduce -5.7% 5,986 $883K
Van Cleef Asset Management,Inc 0.09% No change 5,975 $881K
Pettyjohn, Wood & White, Inc. 0.16% Add +1.9% 5,955 $878K
Wealthgarden F.S. LLC 0.72% Add +4.6% 5,735 $872K
Dimension Capital Management LLC 0.14% Add +0.7% 5,867 $866K
Tyler-Stone Wealth Management 0.14% Reduce -0.3% 5,852 $863K
Aptus Capital Advisors, LLC 0.01% Reduce -8.3% 5,848 $863K
Inspire Advisors, LLC 0.09% Add +22.8% 5,833 $860K
Private Trust Co. NA 0.08% Reduce -20.1% 5,812 $857K
Venture Visionary Partners LLC 0.03% Reduce -7.0% 5,803 $856K
CENTRAL TRUST Co 0.02% Reduce -14.0% 5,801 $856K
Riggs Asset Managment Co. Inc. 0.21% Add +2.9% 5,776 $852K
4WEALTH Advisors, Inc. 0.88% Add +2.2% 5,769 $851K
BLB&B Advisors, LLC 0.04% Reduce -74.7% 5,752 $849K
Activest Wealth Management 0.20% Reduce -37.3% 5,746 $848K
Ciovacco Capital Management LLC 0.46% Reduce -6.3% 5,741 $847K
Hudson Value Partners, LLC 0.29% Reduce -5.1% 5,724 $844K
Dumont & Blake Investment Advisors LLC 0.22% Add +1.4% 5,720 $844K
Fidelis Capital Partners, LLC 0.08% Add +0.0% 5,565 $840K
Composition Wealth, LLC 0.01% Reduce -52.0% 5,689 $839K
PFG Investments, LLC 0.05% Add +13.2% 5,684 $838K
Patton Albertson Miller Group, LLC 0.11% No change 5,682 $838K
Silverlake Wealth Management LLC 0.25% Add +6.2% 5,656 $834K
Clare Market Investments LLC 0.18% Add +59.0% 5,632 $831K
Investment Partners, LTD. 0.31% No change 5,610 $828K
Banco Santander, S.A. 0.01% Reduce -12.5% 5,610 $828K
Arrow Financial Corp 0.09% No change 5,607 $827K
Providence Capital Advisors, LLC 0.15% Add +2.5% 5,606 $827K
Nations Financial Group Inc, /Ia/ 0.06% Add +1.1% 5,563 $821K
Global Trust Asset Management, LLC 0.44% Add +258.4% 5,555 $819K
Keystone Financial Group 0.07% Reduce -35.3% 5,537 $817K
Soltis Investment Advisors LLC 0.06% Reduce -3.2% 5,524 $815K
James Investment Research, Inc. 0.10% Reduce -6.2% 5,463 $806K
Luminist Capital LLC 0.80% Add +1438.8% 5,432 $804K
Evoke Wealth, LLC 0.02% Add +143.5% 5,430 $801K
Empower Advisory Group, LLC 0.00% Add +26.4% 5,400 $797K
Columbia Advisory Partners LLC 0.60% Reduce -42.6% 5,375 $793K
GPS Wealth Strategies Group, LLC 0.09% Reduce -4.9% 5,364 $791K
Condor Capital Management 0.07% Reduce -2.2% 5,345 $788K
Addison Advisors LLC 0.20% No change 5,336 $787K
One Capital Management, LLC 0.03% Add +1.9% 5,326 $786K
Herbst Group, LLC 0.47% Reduce -6.2% 5,315 $784K
Circle Wealth Management, LLC 0.02% Reduce -3.6% 5,289 $780K
Rothschild Wealth LLC 0.19% Reduce -1.3% 5,210 $769K
Roehl & Yi Investment Advisors, LLC 0.39% No change 5,175 $763K
Wolff Financial Management LLC 0.20% Add +0.1% 5,159 $761K
First Foundation Advisors 0.03% Add +10.8% 5,150 $760K
Worth Financial Advisory Group, LLC 0.47% Reduce -2.8% 5,142 $758K
Beaton Management Co. Inc. 0.37% No change 5,126 $756K
Finward Bancorp 0.59% Reduce -1.1% 5,100 $752K
CWA Asset Management Group, LLC 0.03% Reduce -8.0% 5,061 $747K
Apollon Wealth Management, LLC 0.01% Reduce -7.2% 5,040 $744K
Geneos Wealth Management Inc. 0.02% Add +4.1% 5,033 $742K
J. Goldman & Co LP 0.02% New 5,025 $741K
Ally Invest Advisors Inc. 0.06% Add +2.8% 5,015 $740K
Point72 Hong Kong Ltd 0.05% New 5,000 $738K
NorthRock Partners, LLC 0.02% Add +29.0% 4,979 $735K
Burford Brothers, Inc. 0.34% Reduce -10.3% 4,976 $734K
Strategic Financial Concepts, LLC 0.10% Reduce -16.2% 4,957 $731K
Theory Financial LLC 0.28% New 4,800 $730K
Bricktown Capital, LLC 0.13% No change 4,933 $728K
Capital Investment Advisory Services, LLC 0.06% Add +14.7% 4,930 $727K
Meridian Wealth Management, LLC 0.03% No change 4,929 $727K
Contravisory Investment Management, Inc. 0.14% Add +5.2% 4,906 $724K
Simplicity Wealth,LLC 0.03% Add +13.2% 4,900 $723K
ELCO Management Co., LLC 0.38% Add +26.8% 4,880 $720K
Debussy Capital Management LP 0.11% Add +5.2% 4,856 $716K
Bailard, Inc. 0.02% Add +0.2% 4,855 $716K
Belmont Capital, LLC 0.11% No change 4,852 $716K
Schnieders Capital Management LLC 0.13% New 4,843 $714K
Global Assets Advisory, LLC 0.28% Reduce -66.7% 4,818 $713K
Meridian Wealth Advisors, LLC 0.11% No change 4,805 $709K
GWN Securities Inc. 0.13% Reduce -68.4% 4,768 $707K
LeClair Wealth Partners LLC 0.48% No change 4,750 $701K
Baker Avenue Asset Management, LP 0.02% Reduce -5.2% 4,738 $699K
First Citizens Financial Corp 0.38% Add +160.4% 4,688 $692K
Rockingstone Advisors LLC 0.36% No change 4,665 $688K
MBA Advisors LLC 0.32% Add +6.7% 4,663 $688K
Florida Financial Advisors, LLC 0.17% Add +68.0% 4,650 $686K
Measured Wealth Private Client Group, LLC 0.20% Reduce -29.6% 4,638 $684K
Watts Gwilliam & Co., LLC 0.11% Add +10.8% 4,479 $684K
Tyche Wealth Partners LLC 0.14% Add +38.9% 4,629 $683K
Security Financial Services, INC. 0.12% No change 4,628 $683K
CHICAGO TRUST Co NA 0.10% Reduce -1.2% 4,621 $682K
Montag & Caldwell, LLC 0.15% Reduce -0.0% 4,606 $679K
Lunt Capital Management, Inc. 0.26% New 4,598 $678K
Vertex Planning Partners, LLC 0.14% Reduce -6.6% 4,585 $676K
Legacy Capital Group California, Inc. 0.19% Add +20.2% 4,575 $675K
Hillcrest Wealth Advisors - NY, LLC 0.31% No change 4,500 $664K
Strategic Blueprint, LLC 0.03% Add +16.2% 4,409 $650K
Sequent Planning LLC 0.21% Add +27.4% 4,407 $650K
Stephens Inc. 0.01% Reduce -4.3% 4,404 $650K
Integrity Alliance, Llc. 0.04% Reduce -16.2% 4,402 $649K
Collaborative Wealth Managment Inc. 0.28% Reduce -19.2% 4,373 $645K
Brick & Kyle, Associates 0.29% Add +0.1% 4,279 $645K
First National Trust Co 0.02% Reduce -3.1% 4,340 $640K
VestGen Investment Management 0.45% Reduce -12.3% 4,297 $634K
Aviance Capital Partners, LLC 0.08% No change 4,297 $634K
United Bank 0.24% Reduce -47.2% 4,290 $633K
Wealthstar Advisors, LLC 0.23% Add +27.0% 4,184 $617K
MV Capital Management, Inc. 0.06% Reduce -19.5% 4,136 $610K
Wellington Management Group LLP 0.00% Reduce -67.9% 4,124 $608K
Avalon Capital Management 0.16% No change 4,121 $608K
Synovus Financial Corp. 0.01% Reduce -0.7% 4,106 $606K
Prentice Wealth Management LLC 0.16% Reduce -3.8% 4,100 $605K
TD Private Client Wealth LLC 0.01% Add +49.8% 4,083 $602K
Greystone Financial Group, LLC 0.10% New 4,080 $602K
Donaldson Capital Management, LLC 0.02% Reduce -0.3% 4,071 $600K
Moneta Group Investment Advisors LLC 0.01% Add +45.3% 4,052 $598K
Great Lakes Advisors, LLC 0.01% Reduce -1.4% 4,040 $596K
Claro Advisors Inc. 0.10% Reduce -36.0% 4,036 $595K
Gsa Capital Partners LLP 0.04% Reduce -12.3% 4,031 $595K
City Center Advisors, LLC 0.64% Reduce -48.6% 4,032 $595K
Solstein Capital, LLC 0.31% No change 4,030 $595K
Diligent Investors, LLC 0.14% Reduce -9.5% 4,029 $594K
Independent Advisor Alliance 0.02% New 4,012 $592K
Duncker Streett & Co. Inc. 0.11% Add +2.1% 4,005 $591K
Mainsail Asset Management, LLC 0.37% Add +0.1% 4,003 $591K
Group One Trading LLC 0.02% Reduce -74.6% 4,003 $591K
Mission Wealth Management, LP 0.01% Add +6.0% 3,997 $590K
Brown Miller Wealth Management, LLC 0.18% No change 3,981 $587K
Keel Point, LLC 0.04% Reduce -64.4% 3,978 $587K
Edgestream Partners, L.P. 0.02% Add +60.4% 3,974 $586K
D.B. Root & Company, LLC 0.17% New 3,960 $584K
Ingalls & Snyder LLC 0.02% Reduce -7.4% 3,946 $582K
Ritholtz Wealth Management 0.01% Add +45.4% 3,940 $581K
Flagstar Securities, Inc. 0.16% Add +26.8% 3,938 $581K
Astoria Portfolio Advisors LLC. 0.16% Reduce -2.4% 3,785 $581K
Jackson Hole Capital Partners, LLC 0.11% Add +4.2% 3,919 $578K
Beacon Financial Advisory LLC 0.15% Reduce -4.9% 3,915 $578K
SteelPeak Wealth, LLC 0.02% Reduce -8.5% 3,911 $577K
Argent Trust Co 0.02% No change 3,883 $573K
EPG Wealth Management LLC 0.17% Add +3.9% 3,882 $573K
Jaffetilchin Investment Partners, LLC 0.04% Add +3.1% 3,849 $568K
Bernard Wealth Management Corp. 0.26% Add +1103.5% 3,815 $563K
Ipsen Advisor Group LLC 0.43% Add +0.5% 3,813 $562K
Wedmont Private Capital 0.02% Add +1.7% 3,750 $562K
RPG Investment Advisory, LLC 0.07% Reduce -45.6% 3,802 $561K
Barometer Capital Management Inc. 0.15% New 3,800 $561K
Acorn Financial Advisory Services Inc. 0.09% Add +20.9% 3,794 $560K
Clearstead Advisors, LLC 0.01% Add +113.8% 3,762 $555K
WASHINGTON TRUST Co 0.02% Add +3.3% 3,747 $553K
American Financial Advisors, LLC 0.08% Add +6.0% 3,720 $549K
Pekin Hardy Strauss, Inc. 0.06% No change 3,716 $548K
Avestar Capital, LLC 0.04% Reduce -2.6% 3,707 $547K
One Day In July LLC 0.05% Reduce -1.1% 3,688 $544K
FNY Investment Advisers, LLC 0.24% Add +269.0% 3,690 $544K
Strategic Advisors LLC 0.11% Add +0.3% 3,685 $544K
Madison Park Capital Advisors, LLC 0.46% Reduce -43.5% 3,683 $543K
Evernest Financial Advisors, LLC 0.18% Reduce -0.0% 3,682 $543K
Allegheny Financial Group 0.12% No change 3,678 $543K
Orser Capital Management, LLC 0.39% Reduce -2.6% 3,670 $541K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -17.0% 3,670 $541K
Advyzon Investment Management, LLC 0.12% Add +11.2% 3,640 $537K
True Vision MN LLC 0.30% Reduce -3.5% 3,640 $537K
Trust Point Inc. 0.05% No change 3,639 $537K
Sigma Investment Counselors Inc. 0.03% Add +22.3% 3,626 $535K
Garden State Investment Advisory Services LLC 0.14% Add +4.1% 3,596 $532K
Ausdal Financial Partners, Inc. 0.04% Add +34.3% 3,585 $529K
Occidental Asset Management, LLC 0.07% Add +11.0% 3,581 $528K
Creegan & Nassoura Financial Group, LLC 0.34% Add +13.5% 3,575 $527K
JNBA Financial Advisors 0.05% Add +0.0% 3,563 $526K
Runnymede Capital Advisors, Inc. 0.48% No change 3,547 $523K
WNY Asset Management, LLC 0.06% Reduce -6.3% 3,538 $522K
Fiduciary Trust Co 0.01% Reduce -4.1% 3,533 $521K
Second Half Financial Partners, LLC 0.24% Reduce -1.1% 3,523 $520K
Alteri Wealth LLC 0.20% Reduce -6.1% 3,521 $519K
American Institute for Advanced Investment Management, LLP 0.37% No change 3,502 $517K
LFA - Lugano Financial Advisors SA 0.31% No change 3,500 $516K
Cassaday & Co Wealth Management LLC 0.01% Add +5.6% 3,496 $516K
Cozad Asset Management Inc. 0.04% No change 3,493 $515K
Breakwater Capital Group 0.08% No change 3,464 $511K
Glassman Wealth Services 0.08% No change 3,402 $502K
Arax Advisory Partners 0.02% Add +2.8% 3,397 $501K
Schonfeld Strategic Advisors LLC 0.00% New 3,396 $501K
Acropolis Investment Management, LLC 0.03% Add +3.1% 3,392 $500K
Richard W. Paul & Associates, LLC 0.18% Reduce -6.0% 3,376 $498K
Country Trust Bank 0.01% Reduce -6.7% 3,374 $498K
Ifrah Financial Services, Inc. 0.14% Reduce -1.1% 3,359 $496K
Vise Technologies, Inc. 0.02% — 3,339 $493K
Chemistry Wealth Management LLC 0.10% Add +2.2% 3,317 $489K
Waldron Private Wealth LLC 0.02% No change 3,304 $487K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -0.1% 3,303 $487K
Bragg Financial Advisors, Inc 0.02% Reduce -4.6% 3,297 $486K
Archford Capital Strategies, LLC 0.06% Reduce -0.9% 3,297 $486K
Stock Yards Bank & Trust Co. 0.02% Add +39.3% 3,294 $486K
Centennial Bank 0.20% Add +49.5% 3,289 $485K
Gallacher Capital Management LLC 0.22% Add +73.1% 3,284 $484K
Brighton Jones LLC 0.01% Reduce -13.8% 3,280 $484K
Vantage Financial Partners, LLC 0.11% Add +35.1% 3,279 $484K
Cape Cod Five Cents Savings Bank 0.04% No change 3,570 $484K
Caliber Wealth Management, LLC / KS 0.05% Reduce -0.6% 3,278 $484K
Financial Partners Group, Inc 0.07% Add +1.4% 3,271 $483K
Cladis Investment Advisory, LLC 0.30% Add +6.0% 3,240 $478K
Legacies Wealth LLC 0.32% No change 3,229 $476K
AlphaStar Capital Management, LLC 0.03% Reduce -96.3% 3,226 $476K
Berger Financial Group, Inc 0.03% Reduce -4.2% 3,215 $474K
Allen Investment Management, LLC 0.01% No change 3,202 $472K
Astra Wealth Partners LLC 0.38% Add +10.6% 3,196 $471K
Mma Asset Management LLC 0.18% Reduce -10.9% 3,192 $471K
Advisor Resource Council 0.23% Reduce -93.0% 3,153 $465K
Iams Wealth Management, LLC 0.21% Reduce -1.4% 3,135 $463K
AdvisorNet Financial, Inc 0.03% Reduce -7.3% 3,134 $462K
Lionshead Wealth Management, LLC 0.42% No change 3,095 $457K
Fourpath Capital Management, LLC 0.07% Add +10.6% 3,079 $454K
InTrack Investment Management Inc 0.30% Reduce -10.0% 3,072 $453K
Titleist Asset Management, LLC 0.05% Reduce -4.5% 3,072 $453K
Absolute Capital Management, LLC 0.23% Reduce -7.3% 3,048 $450K
Vestor Capital, LLC 0.03% Add +416.9% 2,936 $448K
Pitcairn Co. 0.03% No change 3,025 $446K
Equitable Trust Co. 0.02% No change 3,022 $446K
Ledyard National Bank 0.04% Reduce -1.9% 3,019 $445K
Global Financial Private Client, LLC 0.17% Reduce -1.3% 3,012 $444K
Wulff, Hansen & Co. 0.38% No change 3,010 $444K
FineMark National Bank & Trust 0.02% Add +3.6% 3,006 $443K
Guardian Asset Advisors, LLC 0.25% Reduce -13.3% 2,992 $442K
Core Wealth Partners LLC 0.22% Add +0.3% 2,982 $440K
Provenance Wealth Advisors, LLC 0.06% No change 2,982 $440K
Seelaus Asset Management LLC 0.39% No change 2,955 $436K
D L Carlson Investment Group Inc. 0.08% Reduce -8.7% 2,946 $435K
Flywheel Private Wealth LLC 0.35% Reduce -0.1% 2,945 $435K
Northstar Group, Inc. 0.07% Reduce -2.2% 2,932 $433K
Diversified Enterprises, LLC 0.03% New 2,929 $432K
Waterloo Capital, L.P. 0.03% Add +1.3% 2,926 $432K
Gilman Hill Asset Management, LLC 0.07% No change 2,890 $426K
Monograph Wealth Advisors, LLC 0.05% No change 2,887 $426K
Fifth Third Wealth Advisors LLC 0.02% Add +39.8% 2,886 $426K
Howe & Rusling Inc. 0.03% Add +1.5% 2,886 $426K
USA Financial Formulas 0.07% Add +7.2% 2,878 $425K
Wesbanco Bank Inc. 0.01% Reduce -77.8% 2,854 $421K
Strategies Wealth Advisors, LLC 0.05% Reduce -15.6% 2,850 $420K
Lewis Asset Management, LLC 0.20% New 2,846 $420K
RMR Wealth Builders 0.04% Reduce -3.0% 2,830 $417K
Seven Springs Wealth Group, LLC 0.10% No change 2,826 $417K
Chilton Capital Management LLC 0.02% Reduce -9.0% 2,821 $416K
Goelzer Investment Management, Inc. 0.02% Reduce -2.7% 2,818 $416K
Bulwark Capital Corp 0.35% — 2,815 $415K
Elevated Capital Advisors, LLC 0.12% No change 3,165 $415K
HBK Sorce Advisory LLC 0.01% No change 2,811 $415K
Northstar Financial Companies, Inc. 0.43% Add +3.0% 2,806 $414K
Berbice Capital Management LLC 0.29% Add +12.0% 2,800 $413K
Hazlett, Burt & Watson, Inc. 0.17% Add +3.9% 2,796 $412K
Simon Quick Advisors, LLC 0.02% Add +4.5% 2,783 $411K
Traction Financial Partners, LLC 0.28% Add +5.6% 2,780 $410K
Arista Wealth Management, LLC 0.06% No change 2,777 $410K
WP Advisors, LLC 0.11% Add +0.3% 2,777 $410K
Nvwm, LLC 0.10% No change 2,775 $409K
Orleans Capital Management Corp. 0.22% No change 2,771 $409K
Tiller Private Wealth, Inc. 0.16% Add +4.7% 2,765 $408K
Arete Wealth Advisors, LLC 0.03% Add +23.8% 2,769 $408K
Beese Fulmer Investment Management, Inc. 0.03% Reduce -3.5% 2,754 $406K
Intellectus Partners, LLC 0.09% Add +48.5% 2,754 $406K
MGB Wealth Management, LLC 0.13% Reduce -3.0% 2,743 $405K
Destiny Wealth Partners, LLC 0.05% No change 2,735 $403K
McKinley Carter Wealth Services, Inc. 0.02% Add +21.7% 2,714 $400K
WESPAC Advisors SoCal, LLC 0.09% Reduce -12.7% 2,714 $400K
MWA Asset Management 0.24% Reduce -5.5% 2,683 $396K
Brendel Financial Advisors LLC 0.22% New 2,675 $395K
Councilmark Asset Management, LLC 0.25% No change 2,650 $391K
Bokf, NA 0.01% Reduce -14.4% 2,639 $389K
Auxano Advisors, LLC 0.09% No change 2,636 $389K
Haverford Trust Co 0.00% Add +5.4% 2,634 $389K
Chicago Partners Investment Group LLC 0.01% Reduce -1.9% 2,524 $388K
Delta Investment Management, LLC 0.07% Add +0.3% 2,622 $387K
Arlington Capital Management, Inc. 0.33% Add +25.0% 2,610 $385K
Russell Investments Group, Ltd. 0.00% Add +37.0% 2,602 $384K
Compound Planning, Inc. 0.01% Reduce -18.3% 2,589 $382K
KMG Fiduciary Partners, LLC 0.03% No change 2,568 $379K
Procyon Advisors, LLC 0.04% Reduce -26.4% 2,567 $379K
CRA Financial Services, LLC 0.06% Reduce -7.2% 2,550 $376K
KFA Private Wealth Group, LLC 0.12% Reduce -4.6% 2,546 $376K
Fortress Private Ledger, LLC 0.17% Add +5.1% 2,543 $375K
Iyo Bank, Ltd. 0.15% Reduce -66.7% 2,542 $375K
IFC Advisors LLC 0.07% No change 2,539 $375K
Leavell Investment Management, Inc. 0.02% Add +47.6% 2,532 $374K
Y.D. More Investments Ltd 0.03% Add +60.8% 2,526 $372K
Valicenti Advisory Services Inc. 0.09% No change 2,503 $369K
Consolidated Portfolio Review Corp 0.05% Add +11.3% 2,483 $366K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -2.7% 2,481 $366K
Fingerlakes Wealth Management, Inc. 0.27% Add +0.3% 2,474 $365K
Legacy Edge Advisors, LLC 0.05% Reduce -2.5% 2,463 $363K
Summit X, LLC 0.07% Add +0.1% 2,460 $363K
Private Management Group Inc. 0.01% No change 2,457 $362K
Resolute Wealth Advisor, Inc. 0.21% — 2,237 $362K
Sharkey, Howes & Javer 0.05% No change 2,450 $361K
tru Independence LLC 0.10% Reduce -1.6% 2,448 $361K
Ring Mountain Capital, LLC 0.22% Reduce -0.2% 2,379 $360K
German American Bancorp, Inc. 0.04% Reduce -13.0% 2,435 $359K
Swmg, LLC 0.12% Add +10.4% 2,310 $357K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -47.8% 2,419 $357K
Westside Investment Management, Inc. 0.07% Add +45.5% 2,414 $356K
Managed Asset Portfolios, LLC 0.05% Reduce -10.9% 2,409 $355K
Invictus Private Wealth, LLC 0.02% Reduce -8.3% 2,389 $352K
Financial Management Network Inc. 0.06% Add +11.0% 2,358 $352K
Midwest Financial Group LLC 0.19% New 2,388 $352K
Pinnacle Financial Partners Inc 0.01% New 2,381 $351K
Peoples Bank 0.24% No change 2,379 $351K
Adirondack Trust Co. 0.13% Reduce -1.5% 2,375 $350K
Americana Partners, LLC 0.01% Add +6.7% 2,362 $348K
Strategic Wealth Partners, Ltd. 0.03% — 2,341 $345K
Byrne Financial Freedom, LLC 0.17% No change 2,329 $344K
Dearborn Partners LLC 0.02% Add +5.0% 2,325 $343K
City Holding Co. 0.04% Reduce -3.3% 2,316 $342K
Daymark Wealth Partners, LLC 0.01% Add +0.6% 2,303 $340K
Whalen Wealth Management Inc. 0.21% New 2,302 $340K
WealthPlan Investment Management, LLC 0.02% New 2,280 $336K
Balefire, LLC 0.07% New 2,268 $335K
Spartan Planning & Wealth Management 0.29% New 2,267 $334K
Richmond Investment Services, LLC 0.07% New 2,266 $334K
KG Capital Management 0.10% Reduce -1.7% 2,258 $333K
Verum Partners LLC 0.08% Add +0.2% 2,257 $333K
TruWealth Advisors, LLC 0.02% Add +0.0% 2,237 $330K
Greenleaf Trust 0.00% Reduce -0.4% 2,229 $329K
Whitener Capital Management, Inc. 0.09% Reduce -2.8% 2,218 $327K
Ieq Capital, LLC 0.00% Add +29.1% 2,213 $327K
Provident Wealth Management, LLC 0.11% Reduce -3.8% 2,212 $326K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -19.3% 2,203 $325K
Westfuller Advisors, LLC 0.18% Reduce -1.8% 2,196 $324K
Capstone Investment Advisors, LLC 0.00% Reduce -96.2% 2,194 $324K
Legacy Financial Group, Inc. 0.10% Reduce -4.2% 2,188 $323K
American National Bank & Trust 0.03% Add +0.9% 2,185 $322K
Centennial Wealth Advisory LLC 0.10% Add +4.5% 2,181 $322K
Latitude Advisors, LLC 0.16% Add +16.0% 2,184 $322K
HUB Investment Partners, LLC 0.01% Reduce -18.9% 2,179 $321K
Meridian Financial Advisors, LLC 0.21% No change 2,165 $319K
Traynor Capital Management, Inc. 0.02% Add +6.8% 2,157 $319K
Hopwood Financial Services, Inc. 0.25% Reduce -0.9% 2,159 $319K
Hudock, Inc. 0.05% Add +0.2% 2,142 $316K
United Advisor Group, LLC 0.05% New 2,139 $316K
Mainstream Capital Management LLC 0.23% No change 2,131 $314K
Stack Financial Management, Inc 0.03% Reduce -0.4% 2,130 $314K
180 Wealth Advisors, LLC 0.04% Reduce -2.5% 2,126 $314K
Novak & Powell Financial Services, Inc. 0.22% Add +1.2% 2,120 $313K
Beacon Bridge Wealth Partners, LLC 0.12% New 2,112 $312K
Savvy Advisors, Inc. 0.02% Add +10.9% 2,111 $311K
IAM Advisory, LLC 0.07% Reduce -8.6% 2,086 $308K
Symphony Financial Services, Inc. 0.18% Add +0.1% 2,086 $308K
RDA Financial Network 0.08% Add +16.4% 2,080 $307K
KWB Wealth 0.04% Reduce -35.1% 2,330 $305K
Park National Corp. 0.01% Add +5.2% 2,070 $305K
Intrust Bank NA 0.03% New 2,069 $305K
Motco 0.03% No change 1,999 $304K
Sebold Capital Management, Inc. 0.19% Reduce -1.5% 2,058 $304K
Well Done, LLC 0.06% No change 2,039 $301K
TrueWealth Advisors, LLC 0.09% Reduce -6.5% 2,035 $300K
First United Bank & Trust 0.10% Reduce -11.3% 2,032 $300K
Oxler Private Wealth LLC 0.09% Add +0.3% 2,026 $299K
UNIVEST FINANCIAL Corp 0.02% Reduce -42.3% 2,022 $298K
Baldwin Investment Management, LLC 0.04% No change 2,020 $298K
Optimum Investment Advisors 0.13% Reduce -4.8% 2,000 $295K
ABLE Financial Group, LLC 0.07% New 1,995 $294K
Wealth Watch Advisors, INC 0.17% Reduce -4.5% 1,993 $294K
Aspen Investment Management Inc 0.12% Reduce -89.2% 1,996 $294K
Gibbs Wealth Management 0.06% Add +0.8% 1,992 $294K
Horizon Wealth Management, LLC 0.05% Reduce -2.6% 1,982 $292K
Peak Financial Management, Inc. 0.08% No change 1,975 $291K
Harmony Asset Management LLC 0.11% Reduce -5.5% 1,973 $291K
Smith, Moore & Co. 0.02% Reduce -4.9% 1,968 $290K
Pinnacle Family Advisors, LLC 0.14% New 1,967 $290K
American State Bank (Iowa) 0.16% No change 1,966 $290K
Strategy Asset Managers LLC 0.05% Add +0.1% 1,956 $289K
Burling Wealth Partners, LLC 0.05% No change 1,940 $286K
L & S Advisors Inc 0.03% No change 1,933 $285K
Narwhal Capital Management 0.02% No change 1,925 $284K
Capital Square, LLC 0.15% No change 1,879 $282K
First Command Advisory Services, Inc. 0.00% Add +2.7% 1,910 $282K
Prostatis Group LLC 0.08% Add +12.4% 1,908 $281K
Sage Capital Management, LLC 0.13% Add +0.3% 1,900 $280K
Rwa Wealth Partners, LLC 0.00% No change 1,900 $280K
Mirae Asset Global Investments Co., Ltd. 0.00% New 1,900 $280K
Childress Capital Advisors, LLC 0.07% New 1,894 $279K
Greenwood Capital Associates LLC 0.03% Reduce -23.8% 1,892 $279K
Pure Financial Advisors, LLC 0.00% Reduce -1.3% 1,889 $279K
Mission Creek Capital Partners, Inc. 0.06% Add +1.5% 1,888 $278K
Capstone Wealth Management Group LLC 0.20% Add +0.1% 1,878 $277K
Penobscot Investment Management Company, Inc. 0.02% New 1,875 $277K
Fielder Capital Group LLC 0.07% No change 1,860 $274K
Obsidian Cio, LLC 0.04% Reduce -55.5% 1,858 $274K
Journey Strategic Wealth LLC 0.01% No change 1,852 $273K
OneAscent Family Office, LLC 0.26% Add +13.2% 1,850 $273K
WealthTrust Axiom LLC 0.08% No change 1,848 $273K
Stone Summit Wealth LLC 0.08% Reduce -7.3% 1,845 $272K
Purkiss Capital Advisors LLC 0.15% Add +7.7% 1,839 $271K
Integral Investment Advisors, Inc. 0.08% Reduce -4.0% 1,838 $271K
BlackDiamond Wealth Management, LLC 0.16% Add +21.0% 1,823 $270K
Synergy Financial Group, LTD 0.20% No change 1,826 $269K
Rossmore Private Capital 0.03% No change 1,825 $269K
Lifeworks Advisors, LLC 0.04% Reduce -3.6% 1,821 $269K
Loudon Investment Management, LLC 0.15% New 1,820 $268K
Private Wealth Asset Management, LLC 0.04% Add +311.4% 1,810 $267K
Straight Path Wealth Management 0.09% Add +0.2% 1,808 $267K
Capital Wealth Alliance, LLC 0.14% Add +3.0% 1,800 $266K
Tiemann Investment Advisors, LLC 0.11% No change 1,800 $266K
Halbert Hargrove Global Advisors, LLC 0.01% Add +0.3% 1,793 $265K
Wetzel Investment Advisors, Inc. 0.12% Reduce -0.5% 1,783 $263K
Acorns Advisers, LLC 0.00% New 1,779 $262K
Sterling Investment Management, LLC 0.17% Reduce -4.0% 1,774 $262K
Point72 Asset Management 0.00% New 1,772 $261K
Garrison Point Advisors, LLC 0.12% No change 1,769 $261K
Financial Freedom, LLC 0.14% No change 1,756 $259K
Gray Private Wealth, LLC 0.14% Add +12.4% 1,753 $259K
Chatham Capital Group, Inc. 0.04% Reduce -5.4% 1,753 $259K
Worth Asset Management, LLC 0.13% Reduce -73.6% 1,736 $256K
Evergreen Capital Management LLC 0.01% Reduce -14.4% 1,723 $254K
Two West Capital Advisors LLC 0.17% Add +2.6% 1,636 $253K
Barnes Wealth Management Group, Inc 0.15% Add +9.6% 1,719 $253K
Bristlecone Advisors, LLC 0.02% No change 1,711 $252K
SevenBridge Financial Group, LLC 0.04% No change 1,660 $252K
Gateway Wealth Partners, LLC 0.05% Add +7.4% 1,706 $252K
N.E.W. Advisory Services LLC 0.02% Reduce -31.0% 1,703 $251K
Telos Capital Management, Inc. 0.03% New 1,697 $250K
McAdam, LLC 0.01% Reduce -7.1% 1,695 $250K
Stolper Co 0.08% No change 1,697 $250K
Fearless Solutions, LLC dba Best Invest 0.17% New 1,687 $249K
Fairview Capital Investment Management, LLC 0.01% No change 1,687 $249K
Matauro, LLC 0.05% Reduce -39.6% 1,685 $249K
Evolution Wealth Advisors, LLC 0.04% No change 1,682 $248K
Lake Street Private Wealth, LLC 0.04% New 1,681 $248K
Verity & Verity, LLC 0.02% No change 1,679 $248K
Blue Trust, Inc. 0.00% Add +709.2% 1,675 $247K
Capstone Financial Advisors, Inc. 0.01% Add +6.0% 1,671 $246K
Stratos Investment Management, LLC 0.01% Reduce -18.3% 1,669 $246K
Talisman Wealth Advisors LLC 0.22% Reduce -5.4% 1,664 $245K
Mayflower Financial Advisors, LLC 0.03% No change 1,664 $245K
Parkside Financial Bank & Trust 0.03% Reduce -18.8% 1,662 $245K
ORG Partners LLC 0.05% Reduce -13.8% 1,650 $244K
Nadler Financial Group, Inc. 0.03% No change 1,655 $244K
Mather Group, Llc. 0.00% Add +160.6% 1,655 $244K
Wealth Alliance, LLC 0.03% New 1,655 $244K
Missouri Trust & Investment Co 0.08% Add +27.8% 1,653 $244K
Mattern Wealth Management LLC 0.05% No change 1,650 $243K
Flputnam Investment Management Co. 0.00% Reduce -2.8% 1,649 $243K
Visionary Wealth Advisors 0.01% Reduce -17.1% 1,649 $243K
M.E. Allison & Co., Inc. 0.19% No change 1,639 $242K
Blue Bell Private Wealth Management, LLC 0.04% Reduce -2.3% 1,639 $242K
Fort Point Capital Partners LLC 0.02% Add +0.7% 1,630 $241K
Chris Bulman Inc 0.14% No change 1,619 $239K
Avantax Planning Partners, Inc. 0.01% Reduce -8.1% 1,617 $239K
BIP Wealth, LLC 0.01% Reduce -12.9% 1,608 $237K
Leigh Baldwin & Co., LLC 0.16% Reduce -10.5% 1,600 $236K
Turtle Creek Wealth Advisors, LLC 0.03% New 1,594 $235K
Pictet Asset Management Holding SA 0.00% No change 1,592 $235K
Caldwell Trust Co 0.02% Add +7.1% 1,586 $234K
Tableaux LLC 0.13% Reduce -6.0% 1,577 $233K
GenTrust, LLC 0.01% No change 1,576 $232K
Main Street Financial Solutions, LLC 0.02% Add +0.2% 1,564 $231K
Spirepoint Private Client, LLC 0.03% Reduce -18.4% 1,556 $230K
Kaizen Financial Strategies 0.12% Reduce -27.1% 1,552 $229K
Capital Advisors Inc. 0.00% Reduce -8.8% 1,550 $229K
Milestone Asset Management Group, LLC 0.17% Add +0.3% 1,544 $228K
Bay Rivers Group 0.10% New 1,541 $227K
Freestone Capital Holdings, LLC 0.01% Reduce -16.9% 1,537 $227K
Heritage Trust Co 0.03% No change 1,526 $225K
Front Row Advisors LLC 0.08% No change 1,517 $224K
Mill Creek Capital Advisors, LLC 0.01% New 1,516 $224K
F/m Investments LLC 0.01% New 1,505 $222K
Navis Wealth Advisors, LLC 0.19% New 1,500 $221K
Sharp Wealth Advisory, LLC 0.14% New 1,500 $221K
Grandfield & Dodd, LLC 0.01% New 1,500 $221K
Stonebrook Private Inc. 0.05% New 1,500 $221K
Fiduciary Alliance LLC 0.02% New 1,499 $221K
SYM FINANCIAL Corp 0.02% No change 1,493 $220K
Total Wealth Planning & Management, Inc. 0.19% New 1,491 $220K
New England Private Wealth Advisors LLC 0.03% New 1,443 $219K
Ancora Advisors LLC 0.00% Reduce -6.5% 1,486 $219K
Roundview Capital LLC 0.01% New 1,482 $219K
Opinicus Capital, Inc. 0.17% New 1,477 $218K
Severin Investments, LLC 0.20% New 1,474 $217K
McHugh Group, LLC 0.15% New 1,470 $217K
Oliver Luxxe Assets LLC 0.04% New 1,470 $217K
Birchcreek Wealth Management, LLC 0.12% Reduce -13.9% 1,469 $217K
M3 Advisory Group, LLC 0.15% New 1,459 $215K
InvesTrust 0.08% New 1,455 $215K
Insight Advisors, LLC/ PA 0.03% New 1,453 $214K
Cathy Pareto & Associates, Inc. 0.18% New 1,452 $214K
Byrne Asset Management LLC 0.17% Add +1.3% 1,450 $214K
Pittenger & Anderson Inc. 0.01% No change 1,450 $214K
EverSource Wealth Advisors, LLC 0.01% Reduce -1.2% 1,449 $214K
Cornerstone Select Advisors, LLC 0.19% Reduce -14.7% 1,448 $214K
Curi Capital, LLC 0.00% Reduce -93.3% 1,445 $213K
Invera Wealth Advisors, LLC 0.14% New 1,439 $212K
First Heartland Consultants, Inc. 0.02% New 1,425 $210K
Tounjian Advisory Partners, LLC 0.04% Reduce -1.5% 1,598 $209K
Harbour Trust & Investment Management Co 0.02% New 1,418 $209K
Investment Partners Asset Management, Inc. 0.14% New 1,408 $208K
NFSG Corp 0.03% Reduce -15.2% 1,398 $206K
GK Wealth Management LLC 0.20% New 1,394 $206K
GC Wealth Management RIA, LLC 0.02% New 1,391 $205K
Weatherly Asset Management L. P. 0.02% New 1,390 $205K
Diversified Portfolios, Inc. 0.02% New 1,385 $204K
Pines Wealth Management, LLC 0.07% New 1,363 $204K
Waterfront Wealth Inc. 0.05% New 1,379 $203K
Autumn Glory Partners, LLC 0.10% New 1,377 $203K
Annex Advisory Services, LLC 0.00% Reduce -12.7% 1,371 $202K
Lanark Financial, Inc. 0.02% Add +21.1% 1,370 $202K
Consolidated Capital Management, LLC 0.07% New 1,369 $202K
Kickstand Ventures, Llc. 0.05% New 1,366 $202K
NCM Capital Management, LLC 0.08% New 1,360 $201K
Dagco, Inc. 0.05% No change 1,327 $196K
Silver Oak Securities, Incorporated 0.02% Add +23.9% 1,294 $191K
UMB Bank, n.a. 0.00% Reduce -26.8% 1,290 $190K
Berkshire Money Management, Inc. 0.02% New 1,272 $188K
HM Payson & Co. 0.00% Reduce -7.1% 1,269 $187K
Signaturefd, LLC 0.00% Reduce -23.6% 1,244 $183K
Johnson Financial Group, Inc. 0.01% Reduce -51.9% 1,220 $180K
Sound Income Strategies, LLC 0.01% Reduce -11.8% 1,201 $177K
Raffa Wealth Management, LLC 0.04% No change 1,191 $176K
Wellington Shields Capital Management, LLC 0.03% No change 1,179 $174K
Community Bank, N.A. 0.02% No change 1,140 $168K
CVA Family Office, LLC 0.02% No change 1,126 $166K
Beacon Capital Management, LLC 0.02% Add +8.5% 1,106 $163K
FAS Wealth Partners, Inc. 0.01% Reduce -64.4% 1,105 $163K
SouthState Bank Corp 0.01% No change 1,096 $162K
Ameriflex Group, Inc. 0.08% Reduce -94.9% 1,103 $160K
LRI Investments, LLC 0.01% Reduce -5.6% 1,048 $155K
Brown Brothers Harriman & Co. 0.00% No change 1,036 $153K
West Oak Capital, LLC 0.08% No change 1,035 $153K
Medallion Wealth Advisors, LLC 0.06% Reduce -28.7% 1,011 $150K
Delos Wealth Advisors, LLC 0.11% New 992 $146K
United Community Bank 0.05% No change 970 $143K
Hollencrest Capital Management 0.01% Reduce -11.5% 958 $141K
Schroder Investment Management Group 0.00% No change 950 $140K
Valley National Advisers Inc. 0.02% Reduce -7.7% 922 $136K
Ameritas Investment Partners, Inc. 0.00% Add +0.2% 922 $136K
Bangor Savings Bank 0.01% No change 908 $134K
Ashton Thomas Securities, LLC 0.03% Add +511.5% 905 $134K
Resources Management Corp. /CT/ 0.02% Reduce -1.1% 887 $131K
Aventura Private Wealth, LLC 0.06% Add +31.9% 888 $131K
Harbor Investment Advisory, LLC 0.01% No change 878 $130K
MilWealth Group LLC 0.03% No change 869 $128K
BankPlus Trust Department 0.04% Add +21.8% 838 $124K
Strengthening Families & Communities, LLC 0.07% Add +0.3% 818 $121K
Heartland Advisors Inc. 0.01% New 815 $120K
Farmers & Merchants Investments Inc. 0.00% No change 808 $119K
Finley Financial, LLC 0.06% No change 790 $117K
Cherry Tree Wealth Management, LLC 0.03% No change 764 $113K
Paladin Advisory Group, LLC 0.08% Reduce -39.5% 754 $111K
GAMMA Investing LLC 0.01% Add +52.2% 729 $108K
Plante Moran Financial Advisors, LLC 0.01% No change 728 $107K
South Plains Financial, Inc. 0.07% No change 720 $106K
Roxbury Financial LLC 0.10% Reduce -10.6% 720 $106K
Bollard Group LLC 0.00% Add +0.1% 715 $106K
MCF Advisors LLC 0.01% Reduce -17.9% 716 $106K
Wellington Shields & Co., LLC 0.03% Add +0.1% 696 $103K
Townsend Asset Management Corp. /NC/ 0.04% Add +0.3% 694 $102K
Banque Cantonale Vaudoise 0.00% No change 691 $102K
Horrell Capital Management, Inc. 0.04% No change 662 $98K
Barnes Dennig Private Wealth Management LLC 0.12% New 656 $97K
Atticus Wealth Management, LLC 0.03% Reduce -1.6% 655 $97K
Bartlett & Co. Wealth Management LLC 0.00% No change 655 $97K
Sierra Ocean, LLC 0.07% New 645 $95K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +39.9% 638 $94K
DT Investment Partners, LLC 0.01% Reduce -48.6% 630 $93K
Caldwell Sutter Capital, Inc. 0.04% No change 610 $90K
Sunbelt Securities, Inc. 0.01% Add +35.1% 677 $89K
TCTC Holdings, LLC 0.00% No change 591 $87K
Covestor Ltd 0.05% Add +83.6% 593 $87K
Flagship Wealth Advisors, LLC 0.03% No change 585 $86K
Indiana Trust & Investment Management Co 0.03% No change 575 $85K
Pacific Center for Financial Services 0.02% No change 573 $85K
Tradewinds Capital Management, LLC 0.02% Reduce -0.3% 569 $84K
Hantz Financial Services, Inc. 0.00% New 564 $83K
Manchester Capital Management LLC 0.01% No change 557 $82K
Grove Bank & Trust 0.01% Add +15.2% 547 $81K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 536 $79K
Wood Tarver Financial Group, LLC 0.02% Reduce -24.2% 538 $79K
Tanglewood Legacy Advisors, LLC 0.03% No change 535 $79K
Eastern Bank 0.00% Reduce -97.0% 531 $78K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -12.8% 526 $78K
Salem Investment Counselors Inc. 0.00% Add +1.4% 507 $75K
Granite FO LLC 0.04% No change 500 $74K
Dunhill Financial, LLC 0.02% New 500 $74K
Trust Co. of Toledo NA 0.01% New 500 $74K
Alerus Financial NA 0.01% New 492 $73K
Valley Wealth Managers, Inc. 0.01% Reduce -61.1% 482 $71K
Princeton Global Asset Management LLC 0.01% No change 476 $70K
Gold Investment Management Ltd. 0.03% Reduce -92.1% 475 $70K
Centricity Wealth Management, LLC 0.05% No change 464 $68K
Bank of New Hampshire 0.02% No change 463 $68K
Park Square Financial Group, LLC 0.05% Add +5.0% 460 $68K
Wagner Wealth Management, LLC 0.02% Add +0.2% 460 $68K
Anfield Capital Management, LLC 0.02% No change 447 $66K
Register Financial Advisors LLC 0.03% Add +0.2% 443 $65K
Colonial Trust Advisors 0.01% No change 435 $64K
Union Savings Bank 0.03% No change 419 $64K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 430 $63K
Anchor Investment Management, LLC 0.01% No change 426 $63K
2UniFi Bank 0.04% No change 425 $63K
Bell Investment Advisors, Inc 0.01% No change 414 $61K
St Germain D J Co. Inc. 0.00% Add +9.4% 409 $60K
Kiker Wealth Management, LLC 0.03% Reduce -16.3% 402 $59K
Old Second National Bank of Aurora 0.01% No change 400 $59K
Oliver Lagore Vanvalin Investment Group 0.02% — 429 $56K
BOK Financial Private Wealth, Inc. 0.00% No change 360 $53K
Angeles Wealth Management, LLC 0.00% Add +73.5% 354 $52K
Sage Mountain Advisors LLC 0.00% No change 352 $52K
Peoples Financial Services Corp. 0.03% No change 343 $51K
Rothschild Investment LLC 0.00% No change 335 $49K
Hamilton Point Investment Advisors, LLC 0.01% No change 333 $49K
Archer Investment Corp 0.01% No change 331 $49K
Pinnacle Bancorp, Inc. 0.01% Reduce -6.8% 313 $46K
Operose Advisors LLC 0.01% No change 306 $45K
Orion Capital Management LLC 0.02% No change 302 $45K
McIlrath & Eck, LLC 0.01% Add +0.3% 301 $44K
Lowe Brockenbrough & Co. Inc. 0.00% New 300 $44K
Compass Financial Services Inc 0.02% No change 294 $43K
Armor Investment Advisors, LLC 0.02% Reduce -25.2% 285 $42K
HHM Wealth Advisors, LLC 0.00% No change 260 $38K
RMG Wealth Management LLC 0.01% — 246 $37K
Murphy & Mullick Capital Management Corp 0.03% No change 251 $37K
Legacy Bridge, LLC 0.02% No change 250 $37K
Physician Wealth Advisors, Inc. 0.01% No change 236 $35K
Cypress Capital Management LLC (WY) 0.04% No change 235 $35K
Crewe Advisors LLC 0.00% No change 226 $33K
Maseco LLP 0.00% — 222 $33K
WPG Advisers, LLC 0.03% Add +1262.5% 218 $32K
Avion Wealth 0.01% No change 219 $32K
Cary Street Partners Investment Advisory LLC 0.02% Add +2.9% 213 $31K
Lowe Wealth Advisors, LLC 0.01% Reduce -18.5% 212 $31K
SBI Securities Co., Ltd. 0.00% Reduce -62.7% 204 $30K
Hemington Wealth Management 0.00% No change 210 $30K
Acima Private Wealth, LLC 0.01% No change 196 $29K
Tompkins Financial Corp. 0.00% Reduce -45.2% 195 $29K
Key Financial Inc 0.01% Reduce -23.2% 192 $28K
Bellevue Asset Management, LLC 0.01% No change 192 $28K
Founders Capital Management 0.02% No change 187 $28K
Copia Wealth Management 0.02% Add +7.6% 185 $27K
DecisionPoint Financial, LLC 0.01% No change 180 $27K
Park Place Capital Corp 0.01% Reduce -37.3% 180 $27K
Barrett & Company, Inc. 0.01% Add +16.7% 175 $26K
Main Street Group, LTD 0.01% No change 173 $26K
Tidemark, LLC 0.01% Reduce -11.9% 170 $25K
MassMutual Private Wealth & Trust, FSB 0.00% Add +27.8% 170 $25K
Winch Advisory Services, LLC 0.01% Add +0.6% 169 $25K
Center for Financial Planning, Inc. 0.00% No change 165 $24K
Abound Wealth Management 0.01% No change 161 $24K
Truvestments Capital LLC 0.00% Reduce -36.1% 156 $23K
Clark Wealth Partners 0.01% No change 150 $22K
Luken Investment Analytics, LLC 0.01% No change 150 $22K
Colonial Trust Co / SC 0.00% No change 150 $22K
Pacifica Partners Inc. 0.01% No change 150 $22K
Picton Mahoney Asset Management 0.00% Reduce -50.0% 150 $22K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -37.0% 141 $21K
Steph & Co. 0.01% No change 139 $21K
Versant Capital Management, Inc 0.00% No change 136 $20K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 134 $20K
Costello Asset Management, INC 0.01% No change 130 $19K
Hanson & Doremus Investment Management 0.00% No change 129 $19K
Hartford Financial Management Inc. 0.01% No change 126 $19K
Quaker Wealth Management, LLC 0.01% — 124 $18K
Evolution Wealth Management Inc. 0.02% — 122 $18K
MTM Investment Management, LLC 0.01% No change 115 $17K
First PREMIER Bank 0.00% Reduce -2.6% 111 $16K
Highline Wealth Partners LLC 0.00% Reduce -41.6% 108 $16K
Piscataqua Savings Bank 0.01% No change 106 $16K
Brooklyn Investment Group 0.00% Add +103.9% 104 $15K
Hughes Financial Services, LLC 0.00% No change 100 $15K
Ulland Investment Advisors, LLC 0.01% No change 100 $15K
JDM Financial Group LLC 0.01% No change 100 $15K
Elevation Wealth Partners, LLC 0.01% No change 100 $15K
Cordgrass Capital Advisors, LLC 0.00% No change 100 $15K
Biltmore Family Office, LLC 0.00% No change 100 $15K
Ramirez Asset Management, Inc. 0.00% No change 100 $15K
Smartleaf Asset Management LLC 0.00% New 100 $15K
Transce3nd, LLC 0.01% Add +58.1% 98 $14K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 95 $14K
Signature Resources Capital Management, LLC 0.01% No change 95 $14K
Bogart Wealth, LLC 0.00% Reduce -53.2% 88 $13K
CNB Bank 0.01% No change 84 $12K
Friedenthal Financial 0.01% Reduce -8.9% 82 $12K
Morton Brown Family Wealth, LLC 0.00% No change 82 $12K
Twin Peaks Wealth Advisors, LLC 0.00% New 78 $12K
Safe Harbor Fiduciary, LLC 0.01% New 80 $12K
Tortoise Investment Management, LLC 0.00% No change 79 $12K
Oakworth Capital, Inc. 0.00% No change 78 $12K
Creekmur Asset Management LLC 0.00% Reduce -4.9% 77 $11K
Cornerstone Planning Group LLC 0.00% New 75 $11K
PFS Partners, LLC 0.01% Add +1.3% 76 $11K
Ascentis Wealth Management, LLC 0.00% No change 72 $11K
Financial Network Wealth Advisors LLC 0.01% No change 70 $10K
Smithfield Trust Co 0.00% No change 71 $10K
Quest 10 Wealth Builders, Inc. 0.01% No change 66 $10K
Rossby Financial, LCC 0.00% Add +30.0% 65 $10K
Arvest Investments, Inc. 0.00% No change 63 $9K
Northwest Capital Management Inc 0.00% No change 61 $9K
Rakuten Securities, Inc. 0.00% Reduce -4.7% 61 $9K
SRH Advisors, LLC 0.00% No change 60 $9K
City State Bank 0.00% No change 55 $8K
Capital Analysts, LLC 0.00% Reduce -37.9% 54 $8K
Eukles Asset Management 0.00% No change 54 $8K
Vision Financial Markets LLC 0.01% Add +2.0% 51 $7K
Rialto Wealth Management, LLC 0.00% No change 50 $7K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 50 $7K
Citizens National Bank Trust Department 0.00% Reduce -48.5% 50 $7K
Concord Wealth Partners 0.00% No change 50 $7K
Clearstead Trust, LLC 0.00% No change 49 $7K
Financial Gravity Companies, Inc. 0.00% — 46 $7K
SJS Investment Consulting Inc. 0.00% No change 46 $7K
IMG Wealth Management, Inc. 0.01% No change 45 $7K
Millstone Evans Group, LLC 0.00% No change 43 $6K
Aviso Financial Inc. 0.00% New 41 $6K
Daiwa Securities Group Inc. 0.00% No change 38 $6K
Fairscale Capital, LLC 0.00% New 38 $6K
Zions Bancorporation, National Association 0.00% No change 39 $6K
Investors Research Corp 0.00% Reduce -92.5% 38 $6K
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% Add +3.0% 34 $5K
SWAN Capital LLC 0.00% No change 34 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 40 $5K
Nalls Sherbakoff Group, LLC 0.00% No change 32 $5K
Legacy Investment Solutions, LLC 0.00% — 27 $4K
Legacy Wealth Managment, LLC 0.00% No change 27 $4K
Guardian Wealth Advisors, LLC / NC 0.00% No change 27 $4K
LGT Financial Advisors LLC 0.01% Reduce -80.9% 26 $4K
Logan Capital Management Inc. 0.00% No change 26 $4K
Tower Research Capital LLC (TRC) 0.00% Reduce -30.6% 25 $4K
WealthTrak Capital Management LLC 0.00% No change 24 $4K
TruNorth Capital Management, LLC 0.00% No change 22 $3K
Red Tortoise LLC 0.00% No change 19 $3K
Central Pacific Bank - Trust Division 0.00% No change 19 $3K
Cranbrook Wealth Management, LLC 0.00% No change 15 $2K
Smallwood Wealth Investment Management, LLC 0.00% New 14 $2K
Semmax Financial Advisors Inc. 0.00% No change 13 $2K
Principia Wealth Advisory, LLC 0.00% Add +550.0% 13 $2K
North Capital, Inc. 0.00% No change 10 $1K
WealthShield Partners, LLC 0.00% New 9 $1K
Westend Capital Management, LLC 0.00% No change 8 $1K
Global Wealth Strategies & Associates 0.00% No change 7 $1K
CGC Financial Services, LLC 0.00% No change 5 $738
Toronto Dominion Bank 0.00% Reduce -99.8% 5 $737
Nemes Rush Group LLC 0.00% New 3 $443
Weaver Capital Management LLC 0.00% Reduce -66.7% 2 $296
Raleigh Capital Management Inc. 0.00% No change 1 $115

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