SS Industrial Select SectorXLIETF

13F holders, Q3 2025 (September 30)
1,415holders +27
119new positions
76sold out
6famous investors
$154.21avg. 13F price*

At the end of Q3 2025, 1,415 institutions reported holding SS Industrial Select Sector (XLI) in their 13F filings, up 27 from Q2 2025. 119 opened new positions and 76 sold out. The largest holders were Bank of America Corp. ($1.7B), JPMorgan Chase & Co. ($1.6B) and Goldman Sachs Group Inc. ($1.5B). 6 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
SS Industrial Select Sector
Filed as
SELECT SECTOR SPDR TR (Q3 2025)
CUSIP
81369Y704
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions119$521.0M
Exits76$217.0M

All 13F filers, Q2 2025 → Q3 2025: 17,889,968 shares bought and 11,891,902 shares sold, net +5,998,066 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,415 holders

Bank of America Corp. 0.13% Reduce -15.0% 11,326,078 $1.7B
JPMorgan Chase & Co. 0.10% Add +3.5% 10,458,001 $1.6B
Goldman Sachs Group Inc. 0.22% Add +19.7% 9,991,478 $1.5B
Morgan Stanley 0.08% Reduce -15.6% 9,049,074 $1.4B
Citigroup Inc. 0.70% Add +20.2% 6,523,314 $1.0B
Wells Fargo & Company 0.16% Add +3.5% 5,021,972 $774.5M
LPL Financial LLC 0.22% Add +13.1% 4,814,626 $742.6M
UBS Group AG 0.12% Reduce -6.4% 3,974,569 $613.0M
Migdal Insurance & Financial Holdings Ltd. 5.99% Reduce -0.1% 3,605,556 $556.1M
Menora Mivtachim Holdings LTD. 2.76% Add +51.5% 3,528,840 $544.3M
BNP Paribas Financial Markets 0.41% Reduce -20.7% 3,382,333 $521.7M
Healthcare of Ontario Pension Plan Trust Fund 0.89% Add +47.6% 3,100,000 $478.1M
Fisher Asset Management 0.17% Add +3.4% 3,017,301 $465.4M
Envestnet Asset Management Inc. 0.13% Add +36.1% 2,978,142 $459.3M
Ameriprise Financial Inc. 0.10% Reduce -10.8% 2,686,521 $414.3M
Focus Partners Wealth 0.52% Add +814.7% 2,074,413 $319.9M
Raymond James Financial Inc. 0.10% Add +4.7% 2,053,507 $316.7M
Royal Bank of Canada 0.05% Reduce -4.5% 1,861,992 $287.2M
Cibc World Market Inc. 0.52% Reduce -0.0% 1,613,487 $248.8M
Phoenix Financial Ltd. 2.86% Reduce -37.8% 1,520,306 $234.5M
ING Groep NV 1.18% Reduce -19.3% 1,419,576 $218.9M
Bank of Montreal 0.09% Add +308.9% 1,353,308 $208.7M
PGIM Custom Harvest LLC 2.77% New 1,191,511 $183.8M
Factory Mutual Insurance Co. 1.39% No change 923,500 $142.4M
Osaic Holdings, Inc. 0.17% Add +76.3% 769,972 $118.2M
Meitav Investment House Ltd. 1.44% Reduce -1.2% 708,317 $109.2M
Millennium Management 0.09% Add +75.1% 688,953 $106.3M
Cetera Investment Advisers 0.12% Add +37.2% 666,365 $102.8M
MML Investors Services, LLC 0.27% Add +27.8% 665,513 $102.6M
Mirae Asset Securities (usa) Inc. 4.40% No change 650,000 $100.2M
Employees Retirement System of Texas 0.92% New 631,000 $97.3M
Harel Insurance Investments & Financial Services Ltd. 0.87% Add +0.8% 628,152 $96.9M
Advisory Alpha, LLC 2.55% Add +30.3% 593,858 $91.6M
Assetmark, Inc. 0.19% Add +631.0% 583,923 $90.1M
Clal Insurance Enterprises Holdings Ltd 0.67% Add +0.3% 567,000 $87.4M
Wolverine Trading, LLC 1.70% Add +0.9% 552,256 $84.5M
Stifel Financial Corp. 0.07% Reduce -4.3% 468,608 $72.3M
Perbak Capital Partners LLP 12.14% Add +93.3% 447,244 $69.0M
Rockefeller Capital Management L.P. 0.13% Add +5.5% 438,778 $67.7M
RiverFront Investment Group, LLC 1.19% Add +0.6% 438,399 $67.6M
Agf Management Ltd. 0.28% Add +3.2% 406,153 $62.6M
Commonwealth Equity Services, LLC 0.08% Reduce -2.0% 394,937 $60.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.35% New 390,988 $60.3M
Northern Trust Corp. 0.01% Add +1.2% 388,195 $59.9M
BlackRock, Inc. 0.00% Reduce -41.6% 384,991 $59.4M
Mercer Global Advisors Inc. 0.10% Add +261.9% 378,005 $58.3M
HighTower Advisors, LLC 0.06% Add +6.0% 370,114 $57.1M
Private Advisor Group, LLC 0.28% Add +2.3% 366,752 $56.6M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3.76% No change 362,774 $55.8M
Trust Asset Management LLC 3.76% No change 354,864 $54.7M
Captrust Financial Advisors 0.11% Add +1.7% 354,583 $54.7M
Natixis 0.29% Add +0.6% 351,658 $54.2M
Truist Financial Corp. 0.07% Add +8.7% 348,525 $53.8M
Franklin Resources Inc. 0.01% Reduce -4.4% 341,148 $52.6M
Alps Advisors Inc. 0.27% Reduce -6.4% 309,893 $47.8M
J.Safra Asset Management Corp 2.89% Add +3.1% 308,130 $47.5M
Bellwether Advisors, LLC 7.61% Add +7.1% 298,594 $46.1M
Qube Research & Technologies Ltd 0.06% New 284,200 $43.8M
PNC Financial Services Group, Inc. 0.03% Reduce -3.7% 282,102 $43.5M
Janney Montgomery Scott LLC 0.10% Add +22.5% 268,158 $41.4M
KCM Investment Advisors LLC 1.30% Reduce -0.4% 259,582 $40.0M
FIL Ltd 0.03% Reduce -4.0% 247,931 $38.2M
Greenwood Gearhart LLC 2.18% Add +0.7% 245,390 $37.8M
Park Avenue Securities LLC 0.29% Add +0.3% 238,609 $36.8M
Cornerstone Advisors, LLC 1.19% Reduce -27.6% 234,600 $36.2M
Mariner, LLC 0.05% Add +8.7% 228,913 $35.3M
Biltmore Wealth Management, LLC 13.40% Add +1.4% 227,694 $35.1M
Full Sail Capital, LLC 1.93% Add +0.1% 227,108 $35.0M
1832 Asset Management L.P. 0.06% Reduce -1.1% 226,449 $34.9M
Peapack Gladstone Financial Corp. 0.44% Add +1.0% 219,427 $33.8M
Swan Global Investments, LLC 1.41% Reduce -14.0% 206,285 $31.8M
US Bancorp \de 0.04% Reduce -8.8% 193,632 $29.9M
Fifth Third Bancorp 0.09% Add +3.0% 188,228 $29.0M
Jones Financial Companies LLLP 0.02% Add +16.7% 187,586 $28.6M
New Harbor Financial Group, LLC 5.72% Add +2.6% 183,118 $28.2M
Flaharty Asset Management, LLC 3.37% Add +0.7% 171,723 $26.5M
Foundations Investment Advisors, LLC 0.38% Add +406.7% 170,156 $26.2M
Cambridge Investment Research Advisors, Inc. 0.07% Add +37.0% 165,641 $25.5M
Armstrong Advisory Group, Inc. 1.79% Add +0.5% 164,558 $25.4M
Steward Partners Investment Advisory, LLC 0.14% Add +5.8% 163,226 $25.2M
Rothschild Capital Partners, LLC 5.85% Reduce -6.8% 160,521 $24.8M
Graham Capital Management, L.P. 1.35% Add +513.4% 160,102 $24.7M
Tradewinds Capital Management, LLC 5.49% Add +27756.8% 158,505 $24.4M
Jefferies Financial Group Inc. 0.23% Add +196.8% 158,359 $24.4M
Bar Harbor Wealth Management 1.44% Add +0.1% 155,881 $24.0M
Creative Planning 0.02% Add +19.0% 149,168 $23.0M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 4.71% No change 149,120 $22.9M
Jane Street Group, LLC 0.03% Add +246.1% 146,545 $22.6M
Trilogy Capital Inc. 1.04% Reduce -8.2% 146,044 $22.5M
Sanctuary Advisors, LLC 0.13% Reduce -0.8% 142,774 $22.0M
Concord Investment Counsel Inc. 6.94% — 141,734 $21.9M
Gerber Kawasaki Wealth & Investment Management 0.75% Add +3.5% 140,838 $21.7M
Equitable Holdings, Inc. 0.16% Add +27.1% 139,608 $21.5M
SG Americas Securities, LLC 0.08% Add +45.0% 138,044 $21.3M
Aptus Capital Advisors, LLC 0.19% Add +2245.4% 137,162 $21.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.52% Reduce -48.1% 136,476 $21.0M
NewSquare Capital LLC 1.41% Add +6.3% 134,652 $20.8M
FMR LLC 0.00% Add +4.4% 134,137 $20.7M
Squarepoint Ops LLC 0.04% Add +744.5% 132,161 $20.4M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.4% 131,827 $20.3M
Nelson Capital Management, LLC 2.41% Reduce -0.4% 131,222 $20.2M
Krilogy Financial LLC 0.76% Add +19.9% 132,035 $20.2M
Robertson Stephens Wealth Management, LLC 0.61% Reduce -11.1% 129,899 $20.0M
Cerity Partners LLC 0.03% Reduce -11.9% 125,636 $19.4M
AE Wealth Management LLC 0.12% Add +7.3% 125,503 $19.4M
IMZ Advisory Inc 6.68% Add +11.6% 116,353 $17.9M
IHT Wealth Management, LLC 0.45% Reduce -2.5% 114,691 $17.7M
Spire Wealth Management 0.59% Reduce -20.4% 112,320 $17.3M
Summit Trail Advisors, LLC 0.24% New 111,514 $17.2M
Strategic Point Investment Advisors, LLC 2.46% Add +0.5% 111,295 $17.2M
Round Rock Advisors LLC 2.68% Add +1.3% 109,708 $16.9M
Old National Bancorp 0.29% Reduce -1.2% 108,875 $16.8M
Oppenheimer Asset Management Inc. 0.18% Add +0.0% 108,607 $16.8M
Kestra Advisory Services, LLC 0.07% Reduce -3.4% 105,438 $16.3M
Marshall Wace, LLP 0.02% Add +20.7% 104,643 $16.1M
Carnegie Investment Counsel 0.30% Add +82.5% 103,135 $15.9M
McElhenny Sheffield Capital Management, LLC 3.73% New 102,130 $15.8M
Corient Private Wealth LP 0.02% Reduce -5.7% 99,783 $15.4M
Trek Financial, LLC 0.91% Reduce -9.2% 98,884 $15.3M
First Interstate Bank 0.83% Add +14.3% 96,900 $14.9M
Walleye Trading LLC 0.24% New 95,708 $14.8M
Wharton Business Group, LLC 0.63% Reduce -0.3% 93,791 $14.5M
WBH Advisory Inc. 1.10% Add +9.9% 93,654 $14.4M
Exchange Traded Concepts, LLC 0.13% Reduce -13.9% 90,069 $13.9M
MAI Capital Management 0.09% Reduce -3.5% 89,965 $13.9M
PFG Advisors 0.56% Add +1.2% 89,146 $13.7M
Capital Investment Advisors, LLC 0.23% Reduce -0.8% 88,563 $13.7M
J.W. Cole Advisors, Inc. 0.26% Add +7.0% 87,962 $13.6M
Chicago Wealth Management, Inc. 5.84% Reduce -0.6% 86,938 $13.4M
Martin & Co. Inc. 2.38% Reduce -0.9% 86,835 $13.4M
Gladstone Institutional Advisory LLC 0.51% Add +2.9% 86,019 $13.3M
Innealta Capital, LLC 6.58% Add +154.2% 85,405 $13.2M
Wealth Enhancement Advisory Services, LLC 0.02% Add +7.9% 84,766 $13.1M
Breakthru Advisory Services, LLC 8.45% Add +5.2% 83,287 $12.8M
Walleye Capital LLC 0.11% Reduce -43.7% 83,067 $12.8M
Forbes J M & Co. LLP 1.05% No change 82,117 $12.7M
NTV Asset Management LLC 1.36% Reduce -0.5% 81,034 $12.5M
Thrivent Financial for Lutherans 0.03% Reduce -65.1% 80,717 $12.4M
Comerica Bank 0.05% Add +2.6% 79,576 $12.3M
Sequoia Financial Advisors, LLC 0.07% Add +1.0% 78,483 $12.1M
Stillwater Capital Advisors, LLC 1.36% Reduce -0.1% 78,094 $12.0M
NewEdge Advisors, LLC 0.05% Add +10.0% 77,915 $12.0M
Susquehanna International Group, LLP 0.02% Add +32.4% 77,300 $11.9M
Long Run Wealth Advisors, LLC 2.30% Add +2.4% 75,900 $11.7M
Pathstone Holdings, LLC 0.04% Reduce -0.9% 75,755 $11.7M
Westwood Holdings Group Inc. 0.08% Reduce -1.9% 73,564 $11.3M
Tritonpoint Wealth, LLC 0.96% Reduce -0.9% 72,253 $11.1M
Jmac Enterprises LLC 2.17% Reduce -0.3% 71,112 $11.0M
Tamar Securities, LLC 1.22% Add +1.6% 69,602 $10.7M
Atom Investors LP 0.79% Add +38.8% 67,711 $10.4M
National Bank of Canada 0.01% Add +1.1% 67,584 $10.4M
Dakota Wealth Management 0.21% Reduce -1.5% 66,965 $10.3M
Sharper & Granite LLC 3.62% Reduce -9.1% 65,513 $10.1M
Lido Advisors, LLC 0.04% Reduce -19.4% 63,604 $9.8M
Ayalon Insurance Comp Ltd. 2.45% No change 62,858 $9.7M
Advisory Services Network, LLC 0.14% Add +2.1% 61,745 $9.5M
Salomon & Ludwin, LLC 0.85% Add +5.5% 61,173 $9.4M
Founders Financial Securities LLC 0.63% Add +121.4% 60,321 $9.3M
Opal Wealth Advisors, LLC 2.57% Add +0.4% 59,980 $9.3M
HSBC Holdings PLC 0.01% Reduce -9.8% 59,375 $9.1M
Busey Bank 0.25% Reduce -0.7% 58,985 $9.1M
Integrated Wealth Concepts LLC 0.08% Reduce -2.9% 58,610 $9.0M
Lyell Wealth Management, LP 0.67% Add +0.2% 58,201 $9.0M
Private Wealth Advisors, LLC 3.36% Reduce -4.4% 57,836 $8.9M
Premier Path Wealth Partners, LLC 1.14% Reduce -2.1% 57,418 $8.9M
Shira Ridge Wealth Management 3.75% Add +1.6% 57,345 $8.8M
Centaurus Financial, Inc. 0.41% Reduce -0.6% 57,067 $8.8M
Cwm, LLC 0.03% Add +50.0% 54,253 $8.4M
Vickerman Investment Advisors, Inc. 1.66% Add +0.1% 53,297 $8.2M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.31% Add +4.8% 53,034 $8.2M
Trust Co. of Oklahoma 2.42% Reduce -0.3% 52,977 $8.2M
TD Waterhouse Canada Inc. 0.05% Reduce -7.3% 52,944 $8.1M
Waverly Advisors, LLC 0.08% Add +9.2% 51,952 $8.0M
Royal Fund Management, LLC 0.96% Reduce -44.7% 51,832 $8.0M
Continuum Wealth Advisors, LLC 3.39% Add +5.0% 51,585 $8.0M
AlphaCore Capital LLC 0.27% Reduce -1.5% 51,116 $7.9M
WCG Wealth Advisors LLC 0.49% Reduce -9.5% 51,098 $7.9M
Hudson Bay Capital Management LP 0.05% No change 50,000 $7.7M
Burns J W & Co. Inc. 0.86% Add +0.5% 49,132 $7.6M
Concurrent Investment Advisors, LLC 0.13% Reduce -0.2% 48,734 $7.5M
Oppenheimer & Co. Inc. 0.09% Add +38.1% 48,333 $7.5M
Intrua Financial, LLC 0.86% Reduce -2.8% 47,679 $7.4M
Hancock Whitney Corp. 0.13% Reduce -3.9% 46,936 $7.2M
Sage Rhino Capital LLC 1.39% Reduce -0.9% 46,531 $7.2M
Compass Wealth Management, LLC 3.18% Add +5.5% 46,528 $7.2M
Cornerstone Wealth Group, LLC 0.48% Add +48.2% 46,411 $7.2M
Barclays PLC 0.00% Reduce -66.2% 46,003 $7.1M
Baird Financial Group, Inc. 0.01% Add +0.2% 45,811 $7.1M
&partners 0.05% Add +46.9% 45,772 $7.1M
Spinnaker Trust 0.39% Reduce -0.8% 45,692 $7.0M
Virtu Financial LLC 0.39% Add +40.4% 45,560 $7.0M
Toth Financial Advisory Corp. 0.76% Add +2.3% 45,464 $7.0M
Wellington Management Group LLP 0.00% Add +991.8% 45,024 $6.9M
Essex LLC 1.24% Add +1.8% 44,459 $6.9M
Quantinno Capital Management LP 0.02% Add +39.9% 44,098 $6.8M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -29.3% 43,787 $6.8M
Wealthcare Advisory Partners LLC 0.14% Reduce -0.6% 43,561 $6.7M
Orange Investment Advisors, Inc. 0.69% Add +1.1% 42,869 $6.6M
Tower Research Capital LLC (TRC) 0.18% Add +170768.0% 42,717 $6.6M
Brookwood Investment Group LLC 0.85% Add +306.6% 42,456 $6.5M
Sandbox Financial Partners, LLC 1.87% Add +1.8% 42,344 $6.5M
Institute for Wealth Management, LLC. 0.68% Reduce -0.3% 42,311 $6.5M
Allspring Global Investments Holdings, LLC 0.01% Add +9.7% 42,320 $6.5M
Magnus Financial Group LLC 0.51% Add +10.1% 42,102 $6.5M
Merit Financial Group, LLC 0.06% Add +17.4% 41,907 $6.5M
Capstone Wealth Management Group, LLC 2.73% New 41,839 $6.5M
StoneX Group Inc. 0.28% Reduce -4.6% 41,315 $6.4M
Wela Strategies, Inc. 2.41% Reduce -5.0% 41,257 $6.4M
Bank Hapoalim BM 0.81% Add +1.1% 40,926 $6.3M
Rye Brook Capital LLC 5.29% Add +1.3% 40,715 $6.3M
Algorithmic Investment Models, LLC 4.16% Reduce -3.7% 40,673 $6.3M
World Investment Advisors 0.13% Add +6.5% 40,580 $6.3M
Simmons Bank 0.42% Reduce -0.5% 40,560 $6.3M
Winthrop Capital Management, LLC 1.50% Add +1.5% 40,348 $6.2M
Kennicott Capital Management LLC 3.00% Add +1.5% 40,282 $6.2M
Beacon Pointe Advisors, LLC 0.05% Reduce -14.3% 40,274 $6.2M
Capital Planning Advisors, LLC 0.85% Reduce -2.7% 40,084 $6.2M
IFP Advisors, Inc 0.16% Reduce -5.5% 39,630 $6.1M
Rise Advisors, LLC 2.19% Add +5.7% 39,604 $6.1M
Prosperity Consulting Group, LLC 0.30% Add +0.4% 39,149 $6.0M
Canton Hathaway, LLC 1.16% Add +0.8% 38,999 $6.0M
Cumberland Advisors Inc. 2.29% Add +1.4% 38,731 $6.0M
Benjamin Edwards Inc. 0.07% Reduce -1.3% 38,726 $6.0M
Pinnacle Associates Ltd. 0.08% Reduce -2.0% 38,378 $5.9M
One Wealth Map LLC 3.14% Reduce -3.2% 38,278 $5.9M
Envestnet Portfolio Solutions, Inc. 0.02% Add +61.4% 38,218 $5.9M
Natixis Advisors, LLC 0.01% Reduce -6.4% 38,138 $5.9M
Massachusetts Wealth Management 2.88% Add +14.0% 37,671 $5.8M
Provident Co of the Employees of the Hebrew University LTD 5.78% No change 37,587 $5.8M
Citadel Advisors 0.00% New 37,354 $5.8M
Mutual Advisors, LLC 0.13% Reduce -17.0% 37,184 $5.8M
Perennial Investment Advisors, LLC 0.47% Add +15.9% 37,203 $5.7M
Midwest Trust Co 0.07% Reduce -1.5% 36,950 $5.7M
IFG Advisory, LLC 0.26% Reduce -0.0% 36,884 $5.7M
Ashton Thomas Private Wealth, LLC 0.15% Reduce -47.1% 36,814 $5.7M
Principal Securities, Inc. 0.09% Add +1.1% 36,763 $5.7M
Scotia Capital Inc. 0.02% Add +4.7% 36,520 $5.6M
Harbour Investments, Inc. 0.13% Add +71.0% 36,329 $5.6M
Patten & Patten Inc. 0.33% Add +0.2% 36,202 $5.6M
Sigma Planning Corp 0.16% Add +1.5% 35,419 $5.5M
Stockman Wealth Management, Inc. 0.67% Add +1.6% 35,231 $5.4M
Vestor Capital, LLC 0.35% Add +1095.4% 35,098 $5.4M
Keystone Global Partners, LLC 2.74% Add +42.2% 34,907 $5.4M
Sage Capital Advisors,llc 1.27% Reduce -0.2% 34,755 $5.4M
Petredis Investment Advisors LLC 0.42% Add +2.1% 33,969 $5.2M
Thor Trading Advisors, LLC 2.64% Add +22.9% 33,710 $5.2M
SRB Corp. 0.30% No change 33,621 $5.2M
Foronjy Financial LLC 2.26% Reduce -7.8% 33,470 $5.2M
Ironwood Wealth Management, Inc. 2.34% Reduce -1.1% 34,056 $5.1M
Ferguson Wellman Capital Management, Inc. 0.08% Reduce -0.3% 33,051 $5.1M
Readystate Asset Management LP 0.50% Add +53.0% 33,000 $5.1M
Cresset Asset Management, LLC 0.02% Add +0.3% 32,914 $5.1M
Guerra Advisors Inc 1.86% New 32,599 $5.0M
Camelot Technology Advisors, Inc. 4.04% Reduce -11.3% 32,584 $5.0M
Anfield Capital Management, LLC 1.48% Add +7181.0% 32,546 $5.0M
Blair William & Co. 0.01% Add +1.9% 31,422 $4.8M
RFG Advisory, LLC 0.10% Add +3.6% 31,307 $4.8M
New Wave Wealth Advisors LLC 1.88% Add +7.2% 31,232 $4.8M
Guerra Pan Advisors, LLC 2.91% Add +0.0% 31,194 $4.8M
TCV Trust & Wealth Management, Inc. 0.40% Reduce -1.1% 31,178 $4.8M
Granite Harbor Advisors, Inc. 2.00% Add +1.1% 30,905 $4.8M
Innova Wealth Partners 2.52% Reduce -9.8% 30,269 $4.7M
XTX Topco Ltd 0.24% New 30,181 $4.7M
Western Wealth Management, LLC 0.24% Reduce -31.1% 29,854 $4.6M
Independent Financial Group, LLC 0.11% Add +15.8% 29,814 $4.6M
Level Four Advisory Services, LLC 0.16% Add +16.6% 29,756 $4.6M
Arrow Investment Advisors, LLC 5.06% Reduce -5.7% 29,743 $4.6M
CMH Wealth Management LLC 0.97% Reduce -49.6% 29,589 $4.6M
Crescent Grove Advisors, LLC 0.44% Add +2.7% 29,589 $4.6M
SteelPeak Wealth, LLC 0.15% Add +656.3% 29,579 $4.6M
AQR Capital Management 0.00% Add +3.4% 29,473 $4.5M
Two Sigma Investments, LP 0.01% Add +262.5% 29,146 $4.5M
Financial Enhancement Group LLC 0.60% Reduce -60.7% 28,796 $4.5M
Tidal Investments LLC 0.02% Add +143.1% 28,866 $4.5M
Integrated Advisors Network LLC 0.19% Add +8.3% 28,830 $4.4M
MPWM Advisory Solutions, LLC 2.63% Reduce -1.8% 28,664 $4.4M
AMG National Trust Bank 0.11% Add +2.3% 28,662 $4.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +127.3% 28,379 $4.4M
Maxele Advisors, LLC 3.76% Reduce -0.2% 28,298 $4.4M
NorthRock Partners, LLC 0.08% Add +461.8% 27,970 $4.3M
Allred Capital Management, LLC 1.50% Reduce -7.4% 27,909 $4.3M
Relyea Zuckerberg Hanson LLC 0.45% Reduce -32.1% 27,508 $4.2M
Arkadios Wealth Advisors 0.10% Add +7.5% 27,498 $4.2M
High Note Wealth, LLC 0.84% Reduce -9.7% 27,277 $4.2M
Brookstone Capital Management 0.05% Add +12.1% 27,136 $4.2M
Clarity Financial LLC 0.42% Reduce -14.6% 27,129 $4.2M
Glenmede Investment Management, LP 0.02% Reduce -4.1% 26,928 $4.2M
Cooksen Wealth, LLC 3.09% Add +3.6% 26,869 $4.1M
Baker Avenue Asset Management, LP 0.10% Add +467.0% 26,863 $4.1M
Global Retirement Partners, LLC 0.09% Add +6.8% 26,835 $4.1M
Vivid Wealth Management, LLC 1.64% Reduce -9.0% 26,829 $4.1M
Victory Financial Group, LLC 0.57% Add +2.6% 26,774 $4.1M
Prospera Financial Services Inc 0.07% Add +24.7% 26,764 $4.1M
Stratos Wealth Partners, LTD. 0.05% Reduce -0.0% 26,776 $4.1M
Orion Porfolio Solutions, LLC 0.03% Add +30.3% 26,678 $4.1M
NorthCrest Asset Manangement, LLC 0.10% Reduce -0.4% 26,665 $4.1M
Colton Groome Financial Advisors, LLC 1.26% Add +3.5% 26,564 $4.1M
Dynamic Advisor Solutions LLC 0.12% Add +97.1% 26,562 $4.1M
Sykon Capital LLC 1.37% Add +2.0% 26,542 $4.1M
Waterloo Capital, L.P. 0.30% Add +799.5% 26,320 $4.1M
Intrepid Financial Planning Group LLC 1.54% Reduce -0.8% 26,112 $4.0M
Summit Financial, LLC 0.06% Add +5.4% 26,006 $4.0M
Horizon Financial Services, LLC 1.91% Add +29.3% 25,953 $4.0M
Brevan Howard Capital Management LP 0.06% New 26,000 $4.0M
Visionary Horizons, LLC 2.22% Add +2.4% 25,736 $4.0M
Rehmann Capital Advisory Group 0.22% Add +3.5% 25,678 $4.0M
Symmetry Partners, LLC 0.43% New 25,495 $3.9M
Snowden Capital Advisors LLC 0.11% Reduce -26.7% 25,367 $3.9M
Horizon Investments, LLC 0.05% Add +13.5% 25,288 $3.9M
KKM Financial LLC 1.23% Reduce -0.6% 25,279 $3.9M
Tucker Asset Management LLC 1.17% Reduce -21.2% 25,070 $3.9M
Strategic Financial Partners, Ltd. 1.77% Add +2.8% 25,062 $3.9M
Meridian Investment Counsel Inc. 0.95% Reduce -0.4% 25,001 $3.9M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.28% Reduce -4.0% 24,440 $3.8M
Fiduciary Group, LLC 0.33% Add +4.6% 24,595 $3.8M
Fairfield Financial Advisors, LTD 1.28% Add +24.1% 24,585 $3.8M
Choate Investment Advisors 0.08% Reduce -2.2% 24,531 $3.8M
Capital Wealth Planning, LLC 0.03% Add +7.8% 24,506 $3.8M
First Merchants Corp. 0.14% Reduce -7.7% 24,468 $3.8M
West Financial Advisors, LLC 0.62% Add +5.1% 24,385 $3.8M
Sowell Financial Services LLC 0.14% Add +0.9% 24,273 $3.7M
Madison Park Capital Advisors, LLC 3.07% Add +558.9% 24,268 $3.7M
WealthBridge Capital Management, LLC 0.87% Reduce -2.0% 24,172 $3.7M
Mechanics Bank Trust Department 0.52% Reduce -4.5% 24,122 $3.7M
Certified Advisory Corp 0.35% Reduce -0.3% 24,071 $3.7M
Allworth Financial LP 0.02% Reduce -20.1% 23,846 $3.7M
Rockport Wealth LLC 0.75% Add +77.3% 23,845 $3.7M
Nwam LLC 0.20% Add +0.1% 23,840 $3.7M
HB Wealth Management, LLC 0.02% Add +16.8% 23,296 $3.6M
Keebeck Wealth Management 0.42% Reduce 0.0% 23,011 $3.5M
Audent Global Asset Management, LLC 2.58% New 23,000 $3.5M
Parallax Volatility Advisers, L.P. 0.12% Add +87.7% 22,476 $3.5M
Sig Brokerage, LP 0.87% Reduce -30.4% 22,411 $3.5M
DAVENPORT & Co LLC 0.02% Add +2.7% 22,379 $3.5M
Farmers & Merchants Trust Co of Chambersburg PA 0.96% Reduce -3.0% 22,147 $3.4M
Howard Capital Management Group, LLC 0.21% Add +137.2% 22,012 $3.4M
First Trust Advisors LP 0.00% Reduce -42.7% 21,330 $3.3M
Clarus Wealth Advisors 1.45% Add +1.4% 21,293 $3.3M
Dorsey Wright & Associates 0.73% Reduce -1.1% 21,245 $3.3M
Flagship Harbor Advisors, LLC 0.14% Add +3.4% 21,164 $3.3M
Zullo Investment Group, Inc. 1.21% Add +1.8% 21,134 $3.3M
Bedell Frazier Investment Counselling, LLC 0.67% Add +141.1% 21,117 $3.3M
Sentinel Trust Co. Lba 0.33% Reduce -33.8% 21,035 $3.2M
Butensky & Cohen Financial Security, Inc. 0.90% Add +0.1% 21,006 $3.2M
Keybank National Association 0.01% Reduce -0.2% 20,909 $3.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +57.2% 20,969 $3.2M
Floyd Financial Group LLC 2.37% Add +1.6% 21,164 $3.2M
Signature Estate & Investment Advisors LLC 0.07% Add +13.1% 20,488 $3.2M
New York Life Investment Management LLC 0.03% New 20,479 $3.2M
Atria Investments, Inc 0.04% Reduce -22.5% 20,346 $3.1M
Courier Capital LLC 0.18% Reduce -5.7% 20,285 $3.1M
Money Concepts Capital Corp. 0.19% Reduce -32.7% 20,199 $3.1M
Jacobi Capital Management LLC 0.19% Add +3.0% 20,167 $3.1M
Great Valley Advisor Group, Inc. 0.06% Reduce -3.3% 20,078 $3.1M
Chemung Canal Trust Co. 0.62% Reduce -3.0% 20,042 $3.1M
Amarillo National Bank 0.54% No change 19,937 $3.1M
RPg Family Wealth Advisory, LLC 0.66% Reduce -11.9% 19,667 $3.0M
CX Institutional 0.09% Add +2.7% 19,660 $3.0M
Wall Street Financial Group, Inc. 2.23% Reduce -10.6% 19,651 $3.0M
Huntington National Bank 0.02% Add +2.6% 19,599 $3.0M
O'shaughnessy Asset Management, LLC 0.02% Add +55.5% 19,452 $3.0M
Hilltop Holdings Inc. 0.16% Reduce -8.9% 19,313 $3.0M
Verition Fund Management LLC 0.02% No change 19,029 $2.9M
B. Riley Wealth Advisors, Inc. 0.14% Add +15.3% 19,012 $2.9M
MontVue Capital Management, Inc. 1.96% Reduce -4.2% 18,998 $2.9M
Chesapeake Wealth Management 0.89% Add +2.7% 18,877 $2.9M
First Horizon Corp. 0.14% — 18,868 $2.9M
U.S. Capital Wealth Advisors, LLC 0.08% Add +4.0% 18,664 $2.9M
United Capital Financial Advisors, LLC 0.02% Reduce -3.1% 18,563 $2.9M
Nilsine Partners, LLC 0.26% Reduce -6.0% 18,539 $2.9M
First Financial Bank - Trust Division 0.24% Reduce -3.2% 18,386 $2.8M
Vectors Research Management, LLC 0.89% Reduce -7.3% 18,331 $2.8M
Analyst IMS Investment Management Services Ltd. 0.09% No change 18,200 $2.8M
Clear Creek Financial Management, LLC 0.24% New 18,177 $2.8M
Finivi Inc. 1.78% Add +1.9% 18,162 $2.8M
Masso Torrence Wealth Management Inc. 1.16% Reduce -2.7% 18,046 $2.8M
Vaughan David Investments LLC 0.06% Add +6.5% 17,965 $2.8M
CTC Alternative Strategies, Ltd. 4.44% New 17,867 $2.8M
Curat Global, LLC 2.58% Reduce -0.1% 17,859 $2.8M
Associated Banc-Corp 0.07% Reduce -2.6% 17,847 $2.8M
Volterra Technologies LP 1.81% New 17,706 $2.7M
Burke & Herbert Bank & Trust Co. 0.58% Reduce -1.5% 17,568 $2.7M
Bfsg, LLC 0.26% Reduce -2.5% 17,560 $2.7M
BigSur Wealth Management LLC 0.66% Reduce -21.8% 17,500 $2.7M
GeoWealth Management, LLC 0.10% Add +19.4% 17,355 $2.7M
Itau Unibanco Holding S.A. 0.09% Reduce -86.8% 17,316 $2.7M
Apexium Financial, LP 0.13% Add +0.5% 17,221 $2.7M
First National Bank of Hutchinson 1.40% No change 17,199 $2.7M
Trust Co 0.27% Add +4.0% 17,136 $2.6M
T. Rowe Price Associates Inc. 0.00% Add +98.1% 17,086 $2.6M
D.A. Davidson & Co. 0.02% Add +15.2% 17,056 $2.6M
Webster Bank, N. A. 0.25% Add +1.0% 16,966 $2.6M
CFC Planning Co LLC 2.19% Add +17.9% 16,917 $2.6M
Darwin Wealth Management, LLC 0.83% Add +18.3% 16,898 $2.6M
Evercore Wealth Management, LLC 0.04% Add +0.1% 16,527 $2.5M
Fourth Dimension Wealth, LLC 0.97% Add +2.6% 16,480 $2.5M
Spreng Capital Management, Inc. 1.04% Reduce -8.1% 16,467 $2.5M
3EDGE Asset Management, LP 0.14% Add +11.8% 16,500 $2.5M
Venturi Wealth Management, LLC 0.12% Reduce -39.6% 16,329 $2.5M
Csenge Advisory Group 0.12% Add +59.9% 16,321 $2.5M
CoreCap Advisors, LLC 0.09% Reduce -22.4% 16,320 $2.5M
Advisor OS, LLC 0.22% Add +18.9% 16,280 $2.5M
Cornerstone Wealth Management, LLC 0.14% Reduce -1.9% 16,139 $2.5M
Cornerstone Advisory, LLC 0.24% Reduce -10.4% 16,043 $2.5M
St. Johns Investment Management Company, LLC 1.05% Add +5.2% 16,037 $2.5M
CreativeOne Wealth, LLC 0.06% Reduce -2.5% 16,026 $2.5M
MMBG Investment Advisors Co. 0.22% Add +1.9% 16,010 $2.5M
Maridea Wealth Management LLC 0.38% New 16,027 $2.5M
AAFMAA Wealth Management & Trust LLC 0.97% Add +0.3% 15,901 $2.5M
Crew Capital Management, Ltd 1.64% Add +4.5% 15,871 $2.4M
Channel Wealth LLC 0.65% Reduce -14.0% 15,726 $2.4M
CMG Global Holdings, LLC 1.18% Add +3.6% 15,854 $2.4M
Kestra Private Wealth Services, LLC 0.03% Add +15.1% 15,554 $2.4M
Hansen & Associates Financial Group, Inc. 1.00% New 15,545 $2.4M
Kingsview Wealth Management, LLC 0.04% Reduce -85.1% 15,535 $2.4M
Tudor Investment Corporation 0.02% Add +132.4% 15,482 $2.4M
Brown, Lisle/Cummings, Inc. 0.61% Reduce -0.8% 15,448 $2.4M
Provida Pension Fund Administrator 0.04% No change 15,442 $2.4M
Capital Advisors, Ltd. LLC 0.27% Add +1.1% 15,369 $2.4M
10Elms LLP 2.45% Reduce -1.9% 15,353 $2.4M
Everstar Asset Management, LLC 1.33% Reduce -24.6% 15,154 $2.3M
Avior Wealth Management, LLC 0.07% Reduce -5.1% 15,094 $2.3M
M&T Bank Corp 0.01% Add +4.8% 14,855 $2.3M
Regal Investment Advisors LLC 0.15% Add +31.8% 14,653 $2.3M
PCG Asset Management, LLC 1.81% Add +0.7% 14,636 $2.3M
Cary Street Partners Financial LLC 0.06% Reduce -7.2% 14,626 $2.3M
OneDigital Investment Advisors LLC 0.02% Add +3.4% 14,501 $2.2M
RiverGlades Family Offices LLC 1.36% Reduce -2.3% 14,459 $2.2M
VestGen Advisors, LLC 0.07% Add +20.3% 14,453 $2.2M
Invst, LLC 0.25% Add +68.9% 14,395 $2.2M
Stratos Wealth Advisors, LLC 0.11% Add +13.1% 14,377 $2.2M
Bank of New York Mellon Corp 0.00% Add +4.1% 14,290 $2.2M
Joseph P. Lucia & Associates, LLC 0.83% Add +12.4% 14,189 $2.2M
ARS Investment Partners, LLC 0.14% Add +18.0% 14,144 $2.2M
Bank of Nova Scotia 0.00% No change 14,135 $2.2M
Tiaa Trust, National Association 0.01% Reduce -3.9% 14,071 $2.2M
First Business Financial Services, Inc. 0.20% No change 14,013 $2.2M
Laurel Wealth Advisors LLC 0.30% Add +5.1% 13,909 $2.1M
Canal Capital Management, LLC 0.32% New 13,881 $2.1M
Dorsey & Whitney Trust CO LLC 0.11% No change 13,769 $2.1M
Capital Investment Counsel, LLC 0.31% Add +48.5% 13,765 $2.1M
Boltwood Capital Management 0.56% Add +1.0% 13,687 $2.1M
Bessemer Group Inc. 0.00% Add +26.2% 13,267 $2.0M
Ball & Co Wealth Management Inc. 1.36% New 13,208 $2.0M
Perigon Wealth Management, LLC 0.04% Reduce -0.2% 13,185 $2.0M
Maven Securities LTD 0.39% Reduce -81.7% 13,162 $2.0M
Wedbush Securities Inc. 0.07% Reduce -5.6% 12,990 $2.0M
Crews Bank & Trust 0.29% Reduce -1.2% 12,916 $2.0M
Capital Insight Partners, LLC 0.33% Add +7.1% 12,887 $2.0M
Colony Family Offices, LLC 0.51% No change 12,842 $2.0M
Howe & Rusling Inc. 0.14% Add +344.5% 12,828 $2.0M
Ibex Wealth Advisors 0.19% Reduce -0.2% 12,763 $2.0M
Commerce Bank 0.01% Reduce -2.1% 12,754 $2.0M
Cabana LLC 11.99% Reduce -12.2% 12,704 $2.0M
Janney Capital Management LLC 0.12% Reduce -1.8% 12,684 $2.0M
WealthCare Investment Partners, LLC 0.63% Add +99.8% 12,690 $2.0M
HBW Advisory Services LLC 0.22% Add +0.2% 12,559 $1.9M
Moulton Wealth Management, Inc. 1.40% Add +0.6% 12,484 $1.9M
Modera Wealth Management, LLC 0.02% Reduce -2.2% 12,449 $1.9M
Alexis Investment Partners, LLC 0.16% Add +18.5% 12,512 $1.9M
First Manhattan Co. Llc. 0.01% Add +3.1% 12,412 $1.9M
Abbot Financial Management, Inc. 0.82% Reduce -0.5% 12,407 $1.9M
Balefire, LLC 0.38% Add +445.1% 12,362 $1.9M
Deltec Asset Management LLC 0.31% No change 12,250 $1.9M
Moors & Cabot, Inc. 0.08% Add +9.0% 12,166 $1.9M
Apollon Financial, LLC 0.31% Add +7.7% 12,164 $1.9M
Redwood Financial Network Corp 1.19% Add +0.8% 12,138 $1.9M
Parallel Advisors, LLC 0.03% Reduce -0.8% 12,030 $1.9M
Choreo, LLC 0.02% Reduce -0.3% 12,027 $1.9M
Marion Wealth Management 0.44% Add +0.0% 12,010 $1.9M
McGuire Investment Group, LLC 0.21% Reduce -0.4% 11,940 $1.8M
Harbor Asset Planning, Inc. 1.65% Add +0.4% 11,934 $1.8M
Glen Eagle Advisors, LLC 0.25% Add +9.4% 11,883 $1.8M
Ameritas Advisory Services, LLC 0.12% Reduce -33.7% 11,694 $1.8M
Proffitt & Goodson Inc. 0.26% Reduce -1.6% 11,667 $1.8M
Belpointe Asset Management LLC 0.07% Reduce -25.1% 11,572 $1.8M
Federation des caisses Desjardins du Quebec 0.01% Reduce -58.2% 11,570 $1.8M
Okabena Investment Services Inc. 0.34% Add +2.1% 11,515 $1.8M
Cullen/Frost Bankers, Inc. 0.02% Add +4.9% 11,484 $1.8M
Fortis Group Advisors, LLC 0.30% Reduce -13.4% 11,402 $1.8M
Successful Portfolios LLC 1.02% Reduce -0.1% 11,388 $1.8M
Bank of Marin 1.24% Reduce -4.6% 11,368 $1.8M
Main Management LLC 0.13% Reduce -26.1% 11,347 $1.8M
Wellspring Financial Advisors, LLC 0.16% Reduce -2.9% 11,224 $1.7M
Prime Capital Investment Advisors, LLC 0.02% Reduce -9.1% 11,210 $1.7M
Game Plan Financial Advisors, LLC 0.79% Add +64.0% 11,182 $1.7M
Valeo Financial Advisors, LLC 0.04% Reduce -16.6% 11,128 $1.7M
Larson Financial Group LLC 0.06% Reduce -14.6% 10,980 $1.7M
Regions Financial Corp. 0.01% Add +1.8% 10,944 $1.7M
Transamerica Financial Advisors, LLC 0.14% Add +20.8% 10,942 $1.7M
Parsons Capital Management Inc. 0.10% Reduce -6.3% 10,883 $1.7M
Realta Investment Advisors 0.56% Reduce -17.9% 10,877 $1.7M
Elevation Point Wealth Partners, LLC 0.12% Reduce -38.7% 10,877 $1.7M
Northstar Advisory Group, LLC 0.68% Reduce -0.2% 10,872 $1.7M
Marshall Investment Management, LLC 0.88% New 10,745 $1.7M
Caprock Group, LLC 0.04% — 10,846 $1.6M
Silverlake Wealth Management LLC 0.40% Add +88.8% 10,676 $1.6M
City Center Advisors, LLC 1.60% Add +164.4% 10,661 $1.6M
Brandywine Oak Private Wealth LLC 0.14% No change 10,654 $1.6M
Polymer Capital Management (HK) LTD 0.23% No change 10,500 $1.6M
Capitol Family Office, Inc. 1.96% Add +0.4% 10,493 $1.6M
Fairvoy Private Wealth, LLC 0.37% Reduce -14.9% 10,443 $1.6M
Providence First Trust Co 0.56% Add +13.0% 10,412 $1.6M
Rovin Capital /Ut/ 0.44% Reduce -2.3% 10,232 $1.6M
Crestwood Advisors Group, LLC 0.03% Reduce -5.9% 10,197 $1.6M
Gotham Asset Management 0.01% Add +5.0% 10,186 $1.6M
Objective Capital Management, LLC 1.63% Reduce -0.9% 10,182 $1.6M
DRW Securities, LLC 0.08% Reduce -72.7% 10,255 $1.6M
NewEdge Wealth, LLC 0.02% Reduce -0.2% 10,236 $1.6M
Verus Capital Partners, LLC 0.12% Reduce -0.6% 10,077 $1.6M
Financial Sense Advisors, Inc. 0.32% Add +3.8% 10,075 $1.6M
Pine Valley Investments Ltd Liability Co 0.08% Add +4.2% 10,062 $1.6M
Coastal Bridge Advisors, LLC 0.12% Reduce -0.0% 10,017 $1.5M
Fulcrum Equity Management 1.55% Add +50.6% 9,914 $1.5M
Terra Nova Asset Management LLC 0.96% Reduce -0.1% 9,910 $1.5M
United Asset Strategies, Inc. 0.12% Reduce -2.6% 9,842 $1.5M
Nova Wealth Management, Inc. 1.04% Reduce -1.3% 9,590 $1.5M
Creative Financial Designs Inc. 0.10% Reduce -4.0% 9,589 $1.5M
Cushing Capital Partners, LLC 1.16% Reduce -1.1% 9,580 $1.5M
Windsor Capital Management, LLC 0.41% Add +0.7% 9,562 $1.5M
Beaumont Financial Advisors, LLC 0.10% Add +6.2% 9,556 $1.5M
SOL Capital Management CO 0.13% Reduce -19.8% 9,545 $1.5M
SMI Advisory Services, LLC 0.28% New 9,527 $1.5M
Atlantic Union Bankshares Corp 0.03% Reduce -0.5% 9,538 $1.5M
Landaas & Co. /Wi 0.33% No change 9,515 $1.5M
Orca Investment Management, LLC 1.20% Reduce -1.5% 9,469 $1.5M
Lee Johnson Capital Management, LLC 0.48% Add +3.0% 9,463 $1.5M
Magnolia Capital Management Ltd. 1.12% No change 9,440 $1.5M
Cresta Advisors, Ltd. 0.64% Reduce -30.2% 9,295 $1.4M
Compass Capital Corp. /Ma/ 0.62% Reduce -10.6% 9,226 $1.4M
Brown Advisory Inc. 0.00% Add +11.6% 9,153 $1.4M
Pallas Capital Advisors LLC 0.05% Reduce -5.3% 9,146 $1.4M
Mgo One Seven LLC 0.03% Add +10.5% 9,103 $1.4M
First Bancorp, Inc 0.75% No change 9,086 $1.4M
VCI Wealth Management LLC 0.42% Reduce -15.2% 9,077 $1.4M
Cypress Asset Management Inc. 0.32% Reduce -7.2% 9,034 $1.4M
Kraft, Davis & Associates, LLC 0.34% New 8,969 $1.4M
Transcend Capital Advisors, LLC 0.10% Add +0.2% 9,006 $1.4M
Gilliland Jeter Wealth Management LLC 0.43% Add +0.0% 8,990 $1.4M
Wilmington Savings Fund Society, FSB 0.03% Reduce -15.8% 8,982 $1.4M
Fifth Third Securities, Inc. 0.09% Reduce -40.6% 8,969 $1.4M
NBT Bank, N.A. 0.09% Reduce -3.9% 8,960 $1.4M
Founders Financial Alliance, LLC 0.26% Reduce -0.3% 8,921 $1.4M
Financial Engines Advisors L.L.C. 0.00% Reduce -4.2% 8,907 $1.4M
LongView Wealth Management 0.37% Add +4.2% 8,905 $1.4M
Signet Financial Management, LLC 0.16% Reduce -12.3% 8,865 $1.4M
Neuberger Berman Group LLC 0.00% Add +33.0% 8,864 $1.4M
Morton Community Bank 0.31% Add +22.9% 8,697 $1.3M
Principle Wealth Partners LLC 0.08% Reduce -11.6% 8,713 $1.3M
Founders Grove Wealth Partners, LLC 0.31% Reduce -1.9% 8,612 $1.3M
Sava Infond d.o.o. 0.19% No change 8,580 $1.3M
Plimoth Trust Co. LLC 0.30% Reduce -3.2% 8,546 $1.3M
Farther Finance Advisors, LLC 0.02% Add +3.0% 8,409 $1.3M
Sequent Planning LLC 0.37% Add +90.1% 8,378 $1.3M
Wealthfront Advisers LLC 0.00% Add +22.2% 8,368 $1.3M
Calton & Associates, Inc. 0.19% Add +4.4% 8,339 $1.3M
Citizens Financial Group Inc. 0.02% Add +13.5% 8,297 $1.3M
Axxcess Wealth Management, LLC 0.03% Reduce -13.4% 8,278 $1.3M
VestGen Investment Management 0.77% Add +92.6% 8,276 $1.3M
White Pine Investment CO 0.30% Add +8.0% 8,180 $1.3M
Evanson Asset Management, LLC 0.07% Add +0.3% 8,158 $1.3M
E&G Advisors, LLC 0.29% Add +1.9% 8,054 $1.2M
One Charles Private Wealth Services, LLC 0.32% Add +9.2% 8,017 $1.2M
Yelin Lapidot Holdings Management Ltd. 0.26% No change 8,000 $1.2M
Parkside Investments, LLC 0.15% Reduce -20.0% 8,000 $1.2M
Point Windward Advisors Inc. 0.58% Add +14.9% 7,991 $1.2M
Thomasville National Bank 0.08% Add +5.0% 7,985 $1.2M
Group One Trading LLC 0.04% Add +98.4% 7,942 $1.2M
Tsfg, LLC 0.19% Reduce -3.1% 7,926 $1.2M
Tocqueville Asset Management L.P. 0.02% No change 7,890 $1.2M
Ausdal Financial Partners, Inc. 0.06% Add +120.0% 7,888 $1.2M
Blue Chip Partners, LLC 0.09% Reduce -7.7% 7,857 $1.2M
Ami Investment Management Inc. 0.28% New 7,829 $1.2M
Retirement Planning Group, LLC 0.04% Add +5.0% 7,824 $1.2M
Capital Investment Counsel, Inc 0.15% Reduce -4.3% 7,740 $1.2M
NWF Advisory Services Inc. 0.13% Add +5.3% 7,723 $1.2M
Circle Wealth Management, LLC 0.02% Add +45.4% 7,692 $1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.14% Reduce -1.1% 7,682 $1.2M
Journey Advisory Group, LLC 0.09% Reduce -3.6% 7,656 $1.2M
Wealthspire Advisors, LLC 0.01% Add +14.3% 7,643 $1.2M
Fagan Associates, Inc. 0.16% Reduce -0.3% 7,622 $1.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% New 7,592 $1.2M
Kingswood Wealth Advisors, LLC 0.07% Add +0.5% 7,574 $1.2M
University of Texas/Texas Am Investment Management Co. 0.17% Add +25.6% 7,520 $1.2M
Centennial Bank 0.46% Add +128.3% 7,507 $1.2M
Rockland Trust Co. 0.05% Reduce -3.8% 7,501 $1.2M
1607 Capital Partners, LLC 0.09% Reduce -47.6% 7,485 $1.2M
Olistico Wealth, LLC 0.60% Add +0.3% 7,410 $1.1M
Roberts Wealth Advisors, LLC 0.30% Add +1.8% 7,402 $1.1M
Cullen Capital Management, LLC 0.01% Reduce -87.9% 7,385 $1.1M
Icon Wealth Advisors, LLC 0.08% Add +0.3% 7,384 $1.1M
Wealthgarden F.S. LLC 0.81% Add +28.9% 7,390 $1.1M
Rik Saylor Financial, Inc. 0.83% Add +0.1% 7,321 $1.1M
Counterweight Ventures, LLC 0.66% New 7,289 $1.1M
Exencial Wealth Advisors, LLC 0.04% Add +0.7% 7,288 $1.1M
Arlington Trust Co LLC 0.20% No change 7,234 $1.1M
Financial & Tax Architects, LLC 0.25% Add +17.4% 7,213 $1.1M
Aspen Investment Management Inc 0.43% Add +260.9% 7,203 $1.1M
Monetary Management Group Inc. 0.26% Add +4.3% 7,200 $1.1M
Deutsche Bank AG 0.00% Reduce -5.0% 7,171 $1.1M
Whittier Trust Co. 0.01% Reduce -2.1% 7,112 $1.1M
Sovran Advisors, LLC 0.10% Add +4.6% 7,059 $1.1M
Financial Insights, Inc. 0.36% Add +2.4% 7,013 $1.1M
Madden Advisory Services, Inc. 0.45% Reduce -0.5% 7,009 $1.1M
Smith Salley Wealth Management 0.05% Reduce -0.4% 6,843 $1.1M
Banco Santander, S.A. 0.01% Add +21.9% 6,838 $1.1M
Focus Financial Network, Inc. 0.04% Add +3.7% 6,837 $1.1M
Insigneo Advisory Services, LLC 0.07% Reduce -0.5% 6,836 $1.1M
Kovack Advisors, Inc. 0.10% Reduce -2.6% 6,823 $1.1M
Elm Partners Management LLC 0.05% Add +1.1% 6,823 $1.1M
Bradley Foster & Sargent Inc. 0.02% Add +1.2% 6,787 $1.0M
Hudson Value Partners, LLC 0.33% Add +17.5% 6,727 $1.0M
Montag A & Associates Inc. 0.05% Reduce -7.1% 6,655 $1.0M
Private Trust Co. NA 0.09% Add +14.1% 6,632 $1.0M
World Equity Group, Inc. 0.23% Add +8.9% 6,605 $1.0M
Contravisory Investment Management, Inc. 0.20% Add +34.6% 6,604 $1.0M
Golden State Wealth Management, LLC 0.11% Reduce -13.3% 6,589 $1.0M
Koshinski Asset Management, Inc. 0.07% Reduce -0.7% 6,543 $1.0M
Freedom Investment Management, Inc. 0.27% Reduce -36.8% 6,530 $1.0M
Leuthold Group, LLC 0.11% Reduce -3.6% 6,516 $1.0M
State Street Corp. 0.00% Reduce -94.8% 6,468 $998K
Quattro Financial Advisors LLC 0.32% Reduce -3.0% 6,463 $997K
Independence Bank of Kentucky 0.13% Reduce -7.6% 6,440 $993K
Country Club Bank 0.06% Reduce -0.3% 6,479 $992K
Midwestern Financial, LLC 0.85% Add +0.4% 6,421 $990K
Essex Financial Services, Inc. 0.06% Add +0.5% 6,410 $989K
Herbst Group, LLC 0.61% Add +20.2% 6,390 $986K
Lynch & Associates 0.19% No change 6,375 $983K
PFG Investments, LLC 0.05% Add +11.1% 6,317 $974K
Private Advisory Group LLC 0.08% Add +0.1% 6,312 $974K
Valmark Advisers, Inc. 0.01% Reduce -6.3% 6,292 $970K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.64% Reduce -2.1% 6,296 $968K
Johnson Investment Counsel Inc. 0.01% Add +2.8% 6,262 $966K
Constitution Capital LLC 0.45% Reduce -2.3% 6,250 $964K
International Assets Investment Management, LLC 0.08% No change 6,509 $963K
Kagan Cocozza Asset Management 0.73% Reduce -7.0% 6,224 $960K
Wealthstar Advisors, LLC 0.38% Add +48.7% 6,221 $960K
Composition Wealth, LLC 0.01% Add +8.5% 6,175 $952K
SeaCrest Wealth Management, LLC 0.10% Reduce -4.5% 6,054 $942K
OneAscent Financial Services LLC 0.06% Reduce -16.1% 6,040 $932K
First International Bank of Israel Ltd. 0.53% Reduce -9.1% 6,036 $931K
Kanawha Capital Management LLC 0.06% Reduce -1.4% 6,035 $931K
Florida Financial Advisors, LLC 0.29% Add +29.2% 6,006 $926K
MKT Advisors LLC 0.34% Reduce -0.3% 6,018 $926K
Financiere des Professionnels - Fonds d'investissement inc. 0.05% New 6,000 $925K
Neville Rodie & Shaw Inc. 0.07% Reduce -11.8% 6,000 $925K
Encompass More Asset Management 0.18% Reduce -51.7% 5,993 $924K
Pettyjohn, Wood & White, Inc. 0.15% Add +0.4% 5,980 $922K
Van Cleef Asset Management,Inc 0.09% No change 5,975 $922K
Venture Visionary Partners LLC 0.03% Add +2.9% 5,972 $921K
Dumont & Blake Investment Advisors LLC 0.22% Add +3.7% 5,930 $915K
Cape Ann Savings Bank 0.49% Reduce -2.5% 5,928 $914K
Savant Capital, LLC 0.01% Reduce -9.0% 5,917 $913K
WorthPointe, LLC 0.34% New 5,901 $910K
Dimension Capital Management LLC 0.13% No change 5,867 $905K
Keystone Financial Group 0.07% Add +5.9% 5,862 $904K
AmeriServ Wealth Advisors 0.46% Reduce -49.1% 5,860 $904K
Luminist Capital LLC 0.79% Add +8.1% 5,870 $903K
Kessler Investment Group, LLC 0.39% Reduce -3.7% 5,848 $902K
Providence Capital Advisors, LLC 0.16% Add +4.0% 5,831 $899K
Argent Trust Co 0.03% Add +49.9% 5,821 $898K
Diversify Advisory Services, LLC 0.03% Reduce -3.1% 5,799 $895K
Evoke Wealth, LLC 0.02% Add +5.8% 5,747 $887K
Activest Wealth Management 0.18% No change 5,746 $886K
Simplicity Wealth,LLC 0.05% Add +16.4% 5,701 $879K
Fidelis Capital Partners, LLC 0.07% Add +2.3% 5,692 $878K
Inspire Advisors, LLC 0.08% Reduce -3.0% 5,661 $873K
Quartz Partners, LLC 0.32% New 5,640 $870K
Silver Oak Securities, Incorporated 0.06% Add +334.2% 5,618 $867K
Investment Partners, LTD. 0.30% No change 5,610 $865K
Ciovacco Capital Management LLC 0.43% Reduce -2.4% 5,603 $864K
Nations Financial Group Inc, /Ia/ 0.05% Add +0.2% 5,573 $860K
GPS Wealth Strategies Group, LLC 0.09% Add +3.9% 5,573 $859K
CIBC Private Wealth Group LLC 0.00% Reduce -12.8% 5,533 $853K
SummitTX Capital, L.P. 0.04% New 5,505 $849K
Legacy Capital Group California, Inc. 0.22% Add +19.9% 5,485 $846K
Per Stirling Capital Management, LLC. 0.10% Reduce -65.8% 5,473 $844K
Sapient Capital LLC 0.01% Reduce -12.3% 5,507 $843K
Strategic Blueprint, LLC 0.04% Add +23.4% 5,440 $839K
Vestmark Advisory Solutions, Inc. 0.02% New 5,377 $829K
Arrow Financial Corp 0.08% Reduce -4.2% 5,369 $828K
Burford Brothers, Inc. 0.35% Add +7.8% 5,363 $827K
4WEALTH Advisors, Inc. 0.76% Reduce -7.6% 5,329 $822K
Columbia Advisory Partners LLC 0.57% Reduce -1.3% 5,305 $818K
Bramshill Investments, LLC 0.06% Reduce -38.2% 5,250 $810K
James Investment Research, Inc. 0.09% Reduce -3.9% 5,248 $809K
Global Trust Asset Management, LLC 0.36% Reduce -5.9% 5,225 $806K
First Citizens Financial Corp 0.40% Add +11.4% 5,224 $806K
Beacon Bridge Wealth Partners, LLC 0.29% Add +147.3% 5,222 $805K
Ally Invest Advisors Inc. 0.06% Add +3.8% 5,205 $803K
Apollon Wealth Management, LLC 0.01% Add +3.2% 5,201 $802K
Addison Advisors LLC 0.19% Reduce -3.0% 5,178 $799K
Roehl & Yi Investment Advisors, LLC 0.35% No change 5,175 $798K
Wolff Financial Management LLC 0.18% Reduce -0.1% 5,156 $795K
Beaton Management Co. Inc. 0.36% No change 5,126 $791K
Condor Capital Management 0.06% Reduce -4.1% 5,127 $791K
Rothschild Wealth LLC 0.17% Reduce -1.8% 5,119 $790K
Chartist Inc. 0.54% — 5,096 $786K
Onyx Bridge Wealth Group LLC 0.09% Reduce -93.3% 5,093 $785K
Worth Financial Advisory Group, LLC 0.44% Reduce -1.0% 5,091 $785K
Meridian Wealth Management, LLC 0.03% Add +3.2% 5,086 $784K
First Foundation Advisors 0.03% Reduce -1.3% 5,081 $784K
Debussy Capital Management LP 0.11% Add +3.8% 5,040 $777K
CENTRAL TRUST Co 0.02% Reduce -13.5% 5,017 $774K
Geneos Wealth Management Inc. 0.02% Reduce -0.5% 5,006 $772K
ELCO Management Co., LLC 0.40% Add +2.0% 4,980 $768K
Vertex Planning Partners, LLC 0.15% Add +8.6% 4,980 $768K
CWA Asset Management Group, LLC 0.03% Reduce -1.9% 4,963 $765K
Clare Market Investments LLC 0.15% Reduce -12.2% 4,943 $762K
Bricktown Capital, LLC 0.13% No change 4,933 $761K
Capital Investment Advisory Services, LLC 0.06% Reduce -0.2% 4,921 $759K
Cascades Capital Asset Management, LLC 0.34% New 4,865 $750K
Schnieders Capital Management, Llc. 0.12% — 4,843 $747K
Vontobel Holding Ltd. 0.00% Reduce -70.3% 4,832 $745K
Twin Focus Capital Partners, LLC 0.09% New 4,831 $745K
One Capital Management, LLC 0.02% Reduce -9.7% 4,811 $742K
Meridian Wealth Advisors, LLC 0.11% No change 4,805 $741K
Patton Albertson Miller Group, LLC 0.09% Reduce -15.6% 4,797 $740K
Bailard, Inc. 0.02% Reduce -1.4% 4,789 $739K
BLB&B Advisors, LLC 0.03% Reduce -16.9% 4,779 $737K
NorthCoast Asset Management LLC 0.00% Reduce -29.6% 4,760 $734K
Finward Bancorp 0.56% Reduce -6.7% 4,758 $734K
True Vision MN LLC 0.38% Add +30.6% 4,753 $733K
LeClair Wealth Partners LLC 0.46% No change 4,750 $733K
Personal Cfo Solutions, LLC 0.13% Reduce -25.5% 4,726 $729K
Teamwork Financial Advisors, LLC 0.08% Reduce -61.2% 4,704 $726K
Claro Advisors Inc. 0.11% Add +16.2% 4,691 $724K
MBA Advisors LLC 0.31% Add +0.5% 4,684 $722K
Raleigh Capital Management Inc. 0.27% Add +467100.0% 4,672 $721K
Clearstead Advisors, LLC 0.01% Add +23.3% 4,637 $715K
Soltis Investment Advisors LLC 0.05% Reduce -16.1% 4,636 $715K
Security Financial Services, INC. 0.12% No change 4,628 $714K
CHICAGO TRUST Co NA 0.10% No change 4,621 $713K
Acorn Financial Advisory Services Inc. 0.11% Add +21.7% 4,619 $712K
Aviance Capital Partners, LLC 0.08% Add +7.5% 4,617 $712K
Tyche Wealth Partners LLC 0.12% Reduce -0.6% 4,603 $710K
Lunt Capital Management, Inc. 0.27% Add +0.1% 4,601 $710K
Global Assets Advisory, LLC 0.21% Reduce -5.2% 4,569 $705K
Empower Advisory Group, LLC 0.00% Reduce -16.4% 4,513 $696K
Strategic Financial Concepts, LLC 0.10% Reduce -9.2% 4,500 $694K
Rockingstone Advisors LLC 0.34% Reduce -3.5% 4,500 $694K
Hillcrest Wealth Advisors - NY, LLC 0.31% No change 4,500 $694K
Gateway Investment Advisers LLC 0.01% New 4,500 $694K
Integrity Alliance, Llc. 0.03% Add +2.1% 4,495 $693K
Stephens Inc. 0.01% Add +1.8% 4,484 $692K
Flow Traders U.S. LLC 0.03% New 4,481 $691K
Watts Gwilliam & Co., LLC 0.11% No change 4,479 $691K
Vident Advisory, LLC 0.01% New 4,455 $687K
Collaborative Wealth Managment Inc. 0.27% Add +0.7% 4,402 $679K
Brick & Kyle, Associates 0.24% Add +0.1% 4,285 $661K
Flagstar Securities, Inc. 0.20% Add +8.6% 4,276 $659K
Quantitative Investment Management, LLC 0.09% Reduce -95.1% 4,240 $653K
Advyzon Investment Management, LLC 0.11% Add +16.0% 4,221 $651K
Ascent Group, LLC 0.02% New 4,198 $647K
Gsa Capital Partners LLP 0.05% Add +3.5% 4,174 $644K
Credit Agricole S A 0.00% — 4,162 $642K
United Bank 0.22% Reduce -3.1% 4,155 $641K
MV Capital Management, Inc. 0.06% No change 4,136 $638K
Avalon Capital Management 0.16% No change 4,121 $636K
Synovus Financial Corp. 0.01% Add +0.1% 4,111 $634K
Donaldson Capital Management, LLC 0.02% Add +0.7% 4,098 $632K
Donald L. Hagan, LLC 0.31% Reduce -46.9% 4,097 $632K
First National Trust Co 0.02% Reduce -5.6% 4,097 $632K
Duncker Streett & Co. Inc. 0.11% Add +1.6% 4,070 $628K
Great Lakes Advisors, LLC 0.01% No change 4,040 $623K
Solstein Capital, LLC 0.28% No change 4,030 $622K
Diligent Investors, LLC 0.16% No change 4,029 $621K
Stonebridge Financial Group, LLC 0.05% Reduce -97.7% 4,015 $619K
Mission Wealth Management, LP 0.01% Add +0.3% 4,008 $618K
Mainsail Asset Management, LLC 0.27% No change 4,003 $617K
Jackson Hole Capital Partners, LLC 0.11% Add +2.1% 4,000 $617K
Beacon Financial Advisory LLC 0.14% Add +2.0% 3,992 $616K
Brown Miller Wealth Management, LLC 0.17% No change 3,981 $614K
Keel Point, LLC 0.04% Reduce -0.0% 3,977 $613K
Brighton Jones LLC 0.01% Add +19.9% 3,933 $607K
Houlihan Financial Resource Group, Ltd. 0.53% Reduce -45.0% 3,926 $606K
Measured Wealth Private Client Group, LLC 0.16% Reduce -15.6% 3,915 $604K
Occidental Asset Management, LLC 0.08% Add +9.1% 3,906 $602K
Greystone Financial Group, LLC 0.09% Reduce -4.5% 3,897 $601K
Ingalls & Snyder LLC 0.02% Reduce -1.5% 3,887 $599K
Independent Advisor Alliance 0.02% Reduce -3.7% 3,865 $596K
Doliver Advisors, LP 0.15% New 3,812 $588K
111 Capital 0.11% Reduce -97.3% 3,807 $587K
Jaffetilchin Investment Partners, LLC 0.03% Reduce -1.7% 3,782 $583K
Wedmont Private Capital 0.02% Add +0.2% 3,757 $580K
WASHINGTON TRUST Co 0.02% No change 3,747 $578K
Avestar Capital, LLC 0.04% Add +0.5% 3,727 $575K
Fearless Solutions, LLC dba Best Invest 0.37% Add +120.3% 3,717 $573K
Pekin Hardy Strauss, Inc. 0.06% No change 3,716 $573K
Bernard Wealth Management Corp. 0.24% Reduce -2.8% 3,708 $572K
RDA Financial Network 0.14% Add +77.2% 3,685 $568K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +0.3% 3,681 $568K
One Day In July LLC 0.05% Reduce -0.2% 3,681 $568K
Evernest Financial Advisors, LLC 0.16% Reduce -0.1% 3,680 $568K
Orser Capital Management, LLC 0.30% No change 3,670 $566K
Ipsen Advisor Group LLC 0.41% Reduce -4.1% 3,656 $564K
RPG Investment Advisory, LLC 0.07% Reduce -4.2% 3,644 $562K
Trust Point Inc. 0.05% No change 3,639 $561K
Sigma Investment Counselors Inc. 0.03% No change 3,626 $559K
Verdence Capital Advisors LLC 0.03% New 3,580 $558K
Runnymede Capital Advisors, Inc. 0.45% Add +0.9% 3,578 $552K
Creegan & Nassoura Financial Group, LLC 0.36% No change 3,575 $551K
Alteri Wealth LLC 0.19% Add +1.5% 3,573 $551K
Focus Partners Advisor Solutions, LLC 0.01% Add +62.1% 3,571 $551K
Gallacher Capital Management LLC 0.22% Add +8.5% 3,564 $550K
JNBA Financial Advisors 0.05% No change 3,563 $550K
AdvisorNet Financial, Inc 0.03% Add +13.1% 3,543 $546K
EPG Wealth Management LLC 0.15% Reduce -8.9% 3,537 $546K
Fiduciary Trust Co 0.01% No change 3,533 $545K
Two Sigma Securities, LLC 0.08% Reduce -77.7% 3,526 $544K
Cozad Asset Management Inc. 0.04% Add +0.9% 3,524 $544K
Prentice Wealth Management LLC 0.13% Reduce -14.1% 3,521 $543K
Hazlett, Burt & Watson, Inc. 0.19% Add +26.1% 3,525 $542K
Second Half Financial Partners, LLC 0.24% Reduce -0.5% 3,504 $540K
American Financial Advisors, LLC 0.07% Reduce -5.8% 3,503 $540K
American Institute for Advanced Investment Management, LLP 0.35% No change 3,502 $540K
LFA - Lugano Financial Advisors SA 0.28% No change 3,500 $540K
RPS Advisory Solutions LLC 0.26% New 3,500 $540K
Breakwater Capital Group 0.08% Add +0.3% 3,476 $536K
Verity Asset Management, Inc. 0.17% New 3,471 $535K
D.B. Root & Company, LLC 0.14% Reduce -12.4% 3,469 $535K
Eisler Capital Management Ltd. 0.01% New 3,505 $534K
Wesbanco Bank Inc. 0.01% Add +21.0% 3,454 $533K
TD Private Client Wealth LLC 0.01% Reduce -16.2% 3,421 $528K
Glassman Wealth Services 0.07% No change 3,402 $525K
GWN Securities Inc. 0.12% Reduce -29.1% 3,382 $522K
Fourpath Capital Management, LLC 0.07% Add +9.5% 3,372 $520K
Astra Wealth Partners LLC 0.36% Add +4.7% 3,346 $516K
Ifrah Financial Services, Inc. 0.13% Reduce -0.6% 3,340 $515K
Financial Partners Group, Inc 0.06% Add +2.1% 3,339 $515K
Bragg Financial Advisors, Inc 0.02% Add +1.0% 3,329 $513K
Chemistry Wealth Management LLC 0.10% Add +0.0% 3,318 $512K
Well Done, LLC 0.09% Add +62.4% 3,311 $511K
Cassaday & Co Wealth Management LLC 0.01% Reduce -5.5% 3,305 $510K
Waldron Private Wealth LLC 0.02% No change 3,304 $510K
Stock Yards Bank & Trust Co. 0.02% Add +0.1% 3,298 $509K
Archford Capital Strategies, LLC 0.06% No change 3,297 $508K
Vantage Financial Partners, LLC 0.11% Add +0.4% 3,292 $508K
Cladis Investment Advisory, LLC 0.29% Add +1.5% 3,290 $507K
Caliber Wealth Management, LLC / KS 0.06% Add +0.4% 3,290 $507K
Ritholtz Wealth Management 0.01% Reduce -17.0% 3,271 $504K
Capital Wealth Alliance, LLC 0.25% Add +81.3% 3,263 $503K
Mma Asset Management LLC 0.17% Add +2.2% 3,261 $503K
Country Trust Bank 0.01% Reduce -3.7% 3,248 $501K
Acropolis Investment Management, LLC 0.03% No change 3,392 $500K
Legacies Wealth LLC 0.32% No change 3,229 $498K
Ameritas Investment Partners, Inc. 0.02% Add +249.3% 3,221 $497K
Berger Financial Group, Inc 0.03% No change 3,215 $496K
Moneta Group Investment Advisors LLC 0.00% Reduce -20.9% 3,203 $494K
Allen Investment Management, LLC 0.01% No change 3,202 $494K
Iams Wealth Management, LLC 0.20% Add +1.6% 3,186 $492K
Pinnacle Financial Partners Inc 0.01% Add +33.6% 3,182 $491K
Arete Wealth Advisors, LLC 0.03% Add +14.7% 3,177 $490K
Tableaux LLC 0.19% Add +100.0% 3,154 $486K
Titleist Asset Management, LLC 0.04% Add +2.1% 3,138 $484K
Cape Cod Five Cents Savings Bank 0.04% No change 3,570 $484K
Elevated Capital Advisors, LLC 0.12% Reduce -1.1% 3,130 $483K
Ieq Capital, LLC 0.00% Add +41.2% 3,124 $482K
Berbice Capital Management LLC 0.29% Add +10.7% 3,100 $478K
Lionshead Wealth Management, LLC 0.38% No change 3,095 $477K
InTrack Investment Management Inc 0.28% Add +0.7% 3,092 $477K
Fjell Capital, LLC 0.42% New 3,087 $476K
Richard W. Paul & Associates, LLC 0.16% Reduce -8.6% 3,086 $476K
Strategic Advisors LLC 0.08% Reduce -16.9% 3,062 $472K
Procyon Advisors, LLC 0.03% Add +19.2% 3,059 $472K
Pitcairn Co. 0.04% No change 3,025 $467K
Equitable Trust Co. 0.02% No change 3,022 $466K
Lanark Financial, Inc. 0.04% Add +119.8% 3,012 $465K
Wulff, Hansen & Co. 0.40% No change 3,010 $464K
Seelaus Asset Management LLC 0.37% Add +1.7% 3,005 $463K
Core Wealth Partners LLC 0.21% Add +0.4% 2,995 $462K
Provenance Wealth Advisors, LLC 0.06% No change 2,982 $460K
Ledyard National Bank 0.04% Reduce -1.3% 2,980 $460K
Naples Global Advisors, LLC 0.04% New 2,974 $459K
Heritage Oak Wealth Advisors LLC 0.17% New 2,962 $457K
Nvwm, LLC 0.10% Add +6.4% 2,953 $455K
Flywheel Private Wealth LLC 0.35% No change 2,945 $454K
Global Financial Private Client, LLC 0.16% Reduce -2.5% 2,937 $453K
Northstar Group, Inc. 0.07% No change 2,932 $452K
Diversified Enterprises, LLC 0.03% Add +0.1% 2,931 $452K
Promus Capital, LLC 0.29% New 2,924 $451K
Guardian Asset Advisors, LLC 0.24% Reduce -2.4% 2,919 $450K
Lewis Asset Management, LLC 0.18% Add +2.1% 2,906 $448K
Worth Asset Management, LLC 0.20% Add +66.8% 2,896 $447K
Gilman Hill Asset Management, LLC 0.07% No change 2,890 $446K
Monograph Wealth Advisors, LLC 0.05% No change 2,887 $445K
Legacy Edge Advisors, LLC 0.05% Add +16.2% 2,861 $441K
FNY Investment Advisers, LLC 0.15% Reduce -22.5% 2,861 $441K
Goelzer Investment Management, Inc. 0.02% Add +0.8% 2,840 $438K
Strategies Wealth Advisors, LLC 0.05% Reduce -0.5% 2,837 $438K
RMR Wealth Builders 0.04% Add +0.1% 2,832 $437K
Absolute Capital Management, LLC 0.19% Reduce -7.2% 2,830 $436K
Seven Springs Wealth Group, LLC 0.11% No change 2,826 $436K
Bulwark Capital Corp 0.34% No change 2,815 $434K
Simon Quick Advisors, LLC 0.02% Add +0.9% 2,808 $433K
AssuredPartners Investment Advisors, LLC 0.10% New 2,804 $432K
HBK Sorce Advisory LLC 0.01% Add +0.7% 2,831 $432K
WNY Asset Management, LLC 0.04% Reduce -21.0% 2,796 $431K
Traction Financial Partners, LLC 0.27% Add +0.6% 2,796 $431K
Leavell Investment Management, Inc. 0.02% Add +10.3% 2,794 $431K
WP Advisors, LLC 0.11% Add +0.4% 2,788 $430K
Chilton Capital Management LLC 0.01% Reduce -1.3% 2,785 $430K
Fifth Third Wealth Advisors LLC 0.02% Reduce -3.6% 2,783 $429K
Arista Wealth Management, LLC 0.05% No change 2,777 $428K
Tiller Private Wealth, Inc. 0.15% No change 2,765 $426K
D L Carlson Investment Group Inc. 0.07% Reduce -6.3% 2,761 $426K
Beese Fulmer Investment Management, Inc. 0.03% No change 2,754 $425K
Intellectus Partners, LLC 0.08% No change 2,754 $425K
Quadrature Capital Ltd 0.01% New 2,750 $424K
Arlington Capital Management, Inc. 0.27% Add +5.3% 2,747 $424K
Chicago Partners Investment Group LLC 0.01% Add +8.4% 2,737 $423K
Richmond Investment Services, LLC 0.08% Add +21.1% 2,743 $423K
MGB Wealth Management, LLC 0.12% Add +0.0% 2,744 $423K
Destiny Wealth Partners, LLC 0.05% No change 2,735 $422K
Astoria Portfolio Advisors LLC. 0.11% Reduce -28.8% 2,694 $419K
McKinley Carter Wealth Services, Inc. 0.02% Add +0.1% 2,717 $419K
Allegheny Financial Group 0.08% Reduce -27.2% 2,678 $413K
MinichMacGregor Wealth Management, LLC 0.08% New 2,658 $410K
Americana Partners, LLC 0.01% Add +12.2% 2,650 $409K
Councilmark Asset Management, LLC 0.23% No change 2,650 $409K
Hopwood Financial Services, Inc. 0.27% Add +22.7% 2,650 $409K
Auxano Advisors, LLC 0.09% No change 2,636 $407K
Bokf, NA 0.01% Reduce -0.3% 2,631 $406K
Haverford Trust Co 0.00% Reduce -0.3% 2,625 $405K
BBR Partners, LLC 0.02% New 2,590 $399K
Northstar Financial Companies, Inc. 0.37% Reduce -8.3% 2,574 $397K
KMG Fiduciary Partners, LLC 0.03% No change 2,568 $396K
Valicenti Advisory Services Inc. 0.08% Add +2.2% 2,558 $395K
CRA Financial Services, LLC 0.05% Add +0.1% 2,553 $394K
Iyo Bank, Ltd. 0.15% No change 2,542 $392K
IFC Advisors LLC 0.07% No change 2,539 $392K
Stonebrook Private Inc. 0.08% Add +69.2% 2,538 $391K
Grantvest Financial Group LLC 0.27% New 2,528 $390K
Garden State Investment Advisory Services LLC 0.10% Reduce -29.8% 2,526 $390K
Delta Investment Management, LLC 0.07% Reduce -4.0% 2,517 $388K
FineMark National Bank & Trust 0.01% Reduce -16.5% 2,509 $387K
MWA Asset Management 0.21% Reduce -6.9% 2,498 $385K
WESPAC Advisors SoCal, LLC 0.08% Reduce -8.0% 2,497 $385K
Fingerlakes Wealth Management, Inc. 0.25% Add +0.4% 2,484 $383K
Hennion & Walsh Asset Management, Inc. 0.01% No change 2,481 $383K
Russell Investments Group, Ltd. 0.00% Reduce -5.2% 2,467 $380K
tru Independence LLC 0.10% Add +0.4% 2,457 $379K
Parker Investment Management, LLC 0.05% New 2,457 $379K
Private Management Group Inc. 0.01% No change 2,457 $379K
Sharkey, Howes & Javer 0.05% No change 2,450 $378K
Midwest Financial Group LLC 0.18% Add +2.5% 2,449 $378K
Westside Investment Management, Inc. 0.06% Add +1.3% 2,446 $377K
Managed Asset Portfolios, LLC 0.05% No change 2,409 $372K
AlphaStar Capital Management, LLC 0.03% Reduce -25.4% 2,408 $371K
Ignite Planners, LLC 0.06% New 2,404 $371K
Signal Advisors Wealth, LLC 0.03% Reduce -65.5% 2,393 $369K
Invictus Private Wealth, LLC 0.02% No change 2,389 $368K
Curi Capital, LLC 0.01% Add +65.3% 2,388 $368K
Ring Mountain Capital, LLC 0.20% Add +0.3% 2,386 $368K
Private Wealth Asset Management, LLC 0.04% Add +31.8% 2,385 $368K
Advocacy Wealth Management, LLC 0.02% New 2,382 $367K
Sharp Wealth Advisory, LLC 0.20% Add +58.5% 2,377 $367K
Financial Management Network Inc. 0.06% Add +0.1% 2,360 $366K
KFA Private Wealth Group, LLC 0.10% Reduce -7.9% 2,344 $362K
Whitener Capital Management, Inc. 0.09% Add +5.1% 2,331 $360K
Dearborn Partners LLC 0.02% No change 2,325 $359K
Prostatis Group LLC 0.09% Add +21.4% 2,317 $357K
Acorns Advisers, LLC 0.00% Add +29.1% 2,297 $354K
Fortress Private Ledger, LLC 0.13% Reduce -9.8% 2,293 $354K
Swmg, LLC 0.11% Reduce -1.3% 2,281 $353K
Daymark Wealth Partners, LLC 0.01% Reduce -0.9% 2,283 $352K
Greenleaf Trust 0.00% Add +2.2% 2,278 $351K
IAM Advisory, LLC 0.08% Add +8.8% 2,270 $350K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -6.2% 2,269 $350K
HM Payson & Co. 0.01% Add +78.8% 2,269 $350K
Rwa Wealth Partners, LLC 0.00% Add +19.2% 2,265 $349K
Prelude Capital Management, LLC 0.03% New 2,263 $349K
Verum Partners LLC 0.07% Add +0.2% 2,261 $349K
Gateway Wealth Partners, LLC 0.05% Add +31.2% 2,238 $345K
TruWealth Advisors, LLC 0.02% Add +0.0% 2,238 $345K
Savvy Advisors, Inc. 0.02% Add +5.1% 2,219 $342K
SJS Investment Consulting Inc. 0.05% Add +4723.9% 2,219 $342K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -33.0% 2,214 $342K
Legacy Financial Group, Inc. 0.09% Add +1.2% 2,215 $342K
Provident Wealth Management, LLC 0.10% No change 2,212 $341K
Westfuller Advisors, LLC 0.15% Add +0.4% 2,205 $340K
Traynor Capital Management, Inc. 0.02% Add +2.0% 2,201 $339K
Tennessee Valley Asset Management Partners 0.05% New 2,199 $339K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -94.7% 2,198 $339K
Centennial Wealth Advisory LLC 0.09% Add +0.6% 2,195 $338K
Fiducient Advisors LLC 0.04% New 2,193 $338K
Latitude Advisors, LLC 0.15% Reduce -0.1% 2,182 $336K
Y.D. More Investments Ltd 0.02% Reduce -13.5% 2,185 $336K
Flputnam Investment Management Co. 0.01% Add +31.7% 2,172 $335K
Stack Financial Management, Inc 0.03% Add +1.9% 2,170 $335K
Adirondack Trust Co. 0.11% Reduce -9.1% 2,158 $333K
United Advisor Group, LLC 0.04% Add +0.8% 2,157 $333K
Weatherly Asset Management L. P. 0.03% Add +55.0% 2,154 $332K
Hudock, Inc. 0.05% Add +0.2% 2,147 $331K
N.E.W. Advisory Services LLC 0.03% Add +25.7% 2,140 $330K
Byrne Financial Freedom, LLC 0.16% Reduce -8.3% 2,136 $329K
Mainstream Capital Management LLC 0.22% No change 2,131 $329K
Novak & Powell Financial Services, Inc. 0.17% Add +0.4% 2,128 $328K
American National Bank & Trust 0.03% Reduce -2.8% 2,123 $327K
Meridian Financial Advisors, LLC 0.18% Reduce -3.1% 2,097 $323K
Consolidated Portfolio Review Corp 0.04% Reduce -15.8% 2,091 $323K
Symphony Financial Services, Inc. 0.17% No change 2,086 $322K
Intrust Bank NA 0.03% No change 2,069 $319K
City Holding Co. 0.04% Reduce -10.7% 2,068 $319K
WealthPlan Investment Management, LLC 0.02% Reduce -9.4% 2,066 $319K
ABLE Financial Group, LLC 0.07% Add +3.5% 2,065 $318K
Capital Square, LLC 0.16% Add +8.8% 2,045 $315K
KG Capital Management 0.09% Reduce -9.7% 2,040 $315K
Oxler Private Wealth LLC 0.09% Reduce -0.3% 2,021 $312K
McAdam, LLC 0.02% Add +19.2% 2,021 $312K
UNIVEST FINANCIAL Corp 0.02% Reduce -0.3% 2,016 $311K
Pinnacle Family Advisors, LLC 0.14% Add +2.0% 2,007 $310K
Optimum Investment Advisors 0.12% No change 2,000 $308K
Motco 0.03% No change 1,999 $308K
Purkiss Capital Advisors LLC 0.15% Add +7.9% 1,985 $306K
Horizon Wealth Management, LLC 0.04% No change 1,982 $306K
Harmony Asset Management LLC 0.10% No change 1,973 $304K
Baldwin Investment Management, LLC 0.03% Reduce -2.5% 1,970 $304K
American State Bank (Iowa) 0.15% No change 1,966 $303K
Pure Financial Advisors, LLC 0.00% Add +3.6% 1,958 $302K
GC Wealth Management RIA, LLC 0.01% Add +40.0% 1,948 $300K
Burling Wealth Partners, LLC 0.05% No change 1,940 $299K
Strategy Asset Managers LLC 0.05% Reduce -0.9% 1,939 $299K
L & S Advisors Inc 0.03% No change 1,933 $298K
First Command Advisory Services, Inc. 0.00% Add +1.2% 1,933 $298K
TrueWealth Advisors, LLC 0.08% Reduce -5.1% 1,932 $298K
Centric Wealth Management 0.07% New 1,918 $297K
Narwhal Capital Management 0.02% No change 1,925 $297K
Smith, Moore & Co. 0.02% Reduce -2.3% 1,922 $296K
MJP Associates Inc. 0.04% New 1,910 $295K
Sage Capital Management, LLC 0.13% Add +0.4% 1,908 $294K
Bison Wealth, LLC 0.03% New 1,902 $294K
Childress Capital Advisors, LLC 0.05% No change 1,894 $292K
Mission Creek Capital Partners, Inc. 0.06% Add +0.2% 1,892 $292K
Capstone Wealth Management Group LLC 0.19% Add +0.7% 1,891 $292K
Gibbs Wealth Management 0.07% Reduce -5.6% 1,881 $290K
Penobscot Investment Management Company, Inc. 0.02% No change 1,875 $289K
QRG Capital Management, Inc. 0.00% Reduce -69.5% 1,873 $289K
USA Financial Formulas 0.05% Reduce -35.0% 1,872 $289K
Obsidian Cio, LLC 0.04% Add +0.4% 1,865 $288K
OneAscent Family Office, LLC 0.23% Add +0.5% 1,860 $287K
F/m Investments LLC 0.01% Add +23.4% 1,857 $286K
WealthTrust Axiom LLC 0.08% No change 1,848 $285K
Lake Street Private Wealth, LLC 0.04% Add +9.8% 1,846 $285K
Edgestream Partners, L.P. 0.01% Reduce -53.5% 1,846 $285K
Evergreen Capital Management LLC 0.01% Add +6.9% 1,842 $284K
Orleans Capital Management Corp. 0.18% Reduce -33.6% 1,841 $284K
Wealth Watch Advisors, INC 0.12% Reduce -7.8% 1,838 $283K
Integral Investment Advisors, Inc. 0.08% No change 1,838 $283K
Synergy Financial Group, LTD 0.19% No change 1,826 $282K
Rossmore Private Capital 0.03% No change 1,825 $281K
GK Wealth Management LLC 0.21% Add +30.9% 1,824 $281K
Straight Path Wealth Management 0.08% Add +0.2% 1,812 $280K
Spartan Planning & Wealth Management 0.22% Reduce -20.5% 1,803 $278K
Tiemann Investment Advisors, LLC 0.11% No change 1,800 $278K
Halbert Hargrove Global Advisors, LLC 0.01% Add +0.4% 1,800 $278K
Vise Technologies, Inc. 0.01% Reduce -46.2% 1,796 $277K
German American Bancorp, Inc. 0.02% Reduce -26.3% 1,795 $277K
180 Wealth Advisors, LLC 0.03% Reduce -15.8% 1,791 $276K
Main Street Financial Solutions, LLC 0.02% Add +14.3% 1,788 $276K
Lifeworks Advisors, LLC 0.04% Reduce -2.1% 1,782 $275K
First United Bank & Trust 0.09% Reduce -12.6% 1,777 $274K
Peak Financial Management, Inc. 0.07% Reduce -10.1% 1,775 $274K
Opinicus Capital, Inc. 0.19% Add +19.2% 1,760 $272K
Financial Freedom, LLC 0.13% No change 1,756 $271K
Gray Private Wealth, LLC 0.14% No change 1,753 $270K
Greenwood Capital Associates LLC 0.03% Reduce -7.3% 1,753 $270K
Montecito Bank & Trust 0.04% — 1,750 $270K
Ellerson Group Inc. 0.17% New 1,739 $268K
Garrison Point Advisors, LLC 0.11% Reduce -1.7% 1,739 $268K
Stone Summit Wealth LLC 0.08% Reduce -6.0% 1,735 $268K
Hanover Advisors Inc. 0.10% New 1,734 $267K
Park National Corp. 0.01% Reduce -16.2% 1,734 $267K
Chatham Capital Group, Inc. 0.04% Reduce -1.1% 1,733 $267K
Visionary Wealth Advisors 0.01% Add +5.0% 1,732 $267K
Blue Trust, Inc. 0.00% Add +3.0% 1,725 $266K
M.E. Allison & Co., Inc. 0.19% Add +4.8% 1,717 $265K
Zacks Investment Management 0.00% New 1,717 $265K
Stratos Investment Management, LLC 0.01% Add +2.6% 1,712 $264K
Bristlecone Advisors, LLC 0.02% No change 1,711 $264K
Portside Wealth Group, LLC 0.04% New 1,701 $262K
Stolper Co 0.08% No change 1,697 $262K
Mayflower Financial Advisors, LLC 0.03% Add +2.0% 1,698 $262K
Sterling Investment Management, LLC 0.16% Reduce -4.5% 1,694 $261K
Blue Bell Private Wealth Management, LLC 0.04% Add +3.0% 1,689 $260K
Fairview Capital Investment Management, LLC 0.01% No change 1,687 $260K
Wetzel Investment Advisors, Inc. 0.11% Reduce -5.5% 1,685 $260K
Evolution Wealth Advisors, LLC 0.03% No change 1,682 $259K
Wilson & Boucher Capital Management, LLC 0.17% New 1,680 $259K
Two West Capital Advisors LLC 0.16% Add +1.8% 1,666 $258K
Wealth Alliance, LLC 0.03% Add +0.6% 1,665 $257K
Parkside Financial Bank & Trust 0.02% No change 1,662 $256K
SevenBridge Financial Group, LLC 0.04% No change 1,660 $256K
Nadler Financial Group, Inc. 0.02% No change 1,655 $255K
Missouri Trust & Investment Co 0.08% No change 1,653 $255K
ORG Partners LLC 0.05% No change 1,650 $254K
Mattern Wealth Management LLC 0.05% No change 1,650 $254K
Sunbelt Securities, Inc. 0.02% Add +141.9% 1,638 $253K
Freestone Capital Holdings, LLC 0.01% Add +6.0% 1,629 $251K
FLP Wealth Management, LLC 0.71% New 1,627 $251K
Sageworth Trust Co 0.01% New 1,626 $251K
Chris Bulman Inc 0.13% No change 1,619 $250K
Talisman Wealth Advisors LLC 0.21% Reduce -2.8% 1,618 $250K
Telos Capital Management, Inc. 0.02% Reduce -4.7% 1,618 $250K
Avantax Planning Partners, Inc. 0.01% No change 1,617 $249K
Investment Partners Asset Management, Inc. 0.16% Add +14.2% 1,608 $248K
BIP Wealth, LLC 0.01% No change 1,608 $248K
Verity & Verity, LLC 0.02% Reduce -4.3% 1,606 $248K
Barnes Wealth Management Group, Inc 0.14% Reduce -6.9% 1,601 $247K
Leigh Baldwin & Co., LLC 0.14% No change 1,600 $247K
Lee Danner & Bass Inc. 0.02% New 1,598 $246K
Coordinated Financial Services, Inc. 0.16% New 1,596 $246K
Turtle Creek Wealth Advisors, LLC 0.02% No change 1,594 $246K
Pictet Asset Management Holding SA 0.00% No change 1,592 $246K
Caldwell Trust Co 0.02% No change 1,586 $245K
GenTrust, LLC 0.01% No change 1,576 $243K
Compound Planning, Inc. 0.01% Reduce -39.6% 1,563 $241K
Capital Advisors Inc. 0.00% No change 1,550 $239K
Milestone Asset Management Group, LLC 0.15% Add +0.3% 1,549 $239K
InvesTrust 0.09% Add +6.2% 1,545 $238K
Severin Investments, LLC 0.21% Add +4.8% 1,544 $238K
Capstone Investment Advisors, LLC 0.00% Reduce -29.9% 1,539 $237K
Kaizen Financial Strategies 0.11% No change 1,552 $237K
Endeavor Private Wealth, Inc. 0.07% New 1,528 $236K
Annex Advisory Services, LLC 0.01% Add +11.4% 1,527 $236K
Heritage Trust Co 0.02% No change 1,526 $235K
First Financial Bankshares Inc 0.00% New 1,525 $235K
Peoples Bank 0.23% Reduce -36.1% 1,520 $234K
Capstone Financial Advisors, Inc. 0.01% Reduce -9.2% 1,518 $234K
Front Row Advisors LLC 0.08% No change 1,517 $234K
Mill Creek Capital Advisors, LLC 0.00% Add +0.1% 1,517 $234K
Mirador Capital Partners LP 0.03% New 1,516 $234K
EWG Elevate Inc. 0.07% New 1,501 $231K
Navis Wealth Advisors, LLC 0.17% No change 1,500 $231K
SYM FINANCIAL Corp 0.02% No change 1,493 $230K
Ancora Advisors LLC 0.00% No change 1,486 $229K
Roundview Capital LLC 0.01% No change 1,482 $229K
Signaturefd, LLC 0.00% Add +19.0% 1,480 $228K
BlackDiamond Wealth Management, LLC 0.12% Reduce -19.2% 1,473 $227K
McHugh Group, LLC 0.14% No change 1,470 $227K
M3 Advisory Group, LLC 0.14% Add +0.1% 1,460 $225K
Insight Advisors, LLC/ PA 0.03% Reduce -0.1% 1,452 $224K
Pittenger & Anderson Inc. 0.01% No change 1,450 $224K
Fiduciary Alliance LLC 0.01% Reduce -3.3% 1,450 $224K
New England Private Wealth Advisors LLC 0.03% Add +0.3% 1,447 $223K
EverSource Wealth Advisors, LLC 0.01% Reduce -0.1% 1,447 $223K
Byrne Asset Management LLC 0.16% Reduce -0.8% 1,438 $222K
Birchcreek Wealth Management, LLC 0.11% Reduce -2.3% 1,435 $221K
JSF Financial, LLC 0.05% Reduce -97.5% 1,419 $219K
Invera Wealth Advisors, LLC 0.13% Reduce -1.4% 1,419 $219K
NFSG Corp 0.03% Add +0.2% 1,401 $216K
Nixon Peabody Trust Co. 0.02% New 1,400 $216K
Noesis Capital Mangement Corp. 0.03% New 1,388 $214K
Diversified Portfolios, Inc. 0.02% No change 1,385 $214K
HUB Investment Partners, LLC 0.01% Reduce -36.5% 1,383 $213K
Autumn Glory Partners, LLC 0.09% Add +0.3% 1,381 $213K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 1,381 $213K
Virtue Capital Management, LLC 0.03% New 1,431 $213K
Kickstand Ventures, Llc. 0.05% Add +0.9% 1,378 $213K
Matauro, LLC 0.03% Reduce -18.7% 1,370 $211K
Waterfront Wealth Inc. 0.04% No change 1,379 $211K
Pines Wealth Management, LLC 0.07% No change 1,363 $210K
NCM Capital Management, LLC 0.08% No change 1,360 $210K
Safeguard Investment Advisory Group, LLC 0.05% New 1,359 $210K
Bedel Financial Consulting, Inc. 0.03% New 1,358 $209K
Clark Capital Management Group, Inc. 0.00% New 1,358 $209K
Maltin Wealth Management, Inc. 0.09% New 1,358 $209K
Retirement Planning Co of New England, Inc. 0.08% New 1,347 $208K
First Heartland Consultants, Inc. 0.02% Reduce -6.0% 1,340 $207K
Johnson Financial Group, Inc. 0.01% Add +9.3% 1,334 $206K
Whalerock Point Partners, LLC 0.04% New 1,330 $205K
Members Wealth LLC 0.13% — 1,334 $205K
Dagco, Inc. 0.05% No change 1,327 $205K
Ferguson Shapiro LLC 0.07% New 1,322 $204K
Silvercrest Asset Management Group LLC 0.00% New 1,316 $203K
CVFG LLC 0.15% New 1,311 $202K
Plotkin Financial Advisors, LLC 0.10% New 1,300 $200K
Rollins Financial Advisors, LLC 0.03% New 1,299 $200K
UMB Bank, n.a. 0.00% No change 1,290 $199K
Mather Group, Llc. 0.00% Reduce -23.0% 1,274 $196K
Bangor Savings Bank 0.02% Add +33.3% 1,210 $187K
Wellington Shields Capital Management, LLC 0.03% No change 1,179 $182K
Community Bank, N.A. 0.02% No change 1,140 $176K
CVA Family Office, LLC 0.02% No change 1,126 $174K
Corsicana & Co. 0.10% — 1,115 $172K
JFS Wealth Advisors, LLC 0.01% New 1,110 $171K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.25% New 1,100 $170K
Sound Income Strategies, LLC 0.01% Reduce -8.8% 1,095 $168K
LRI Investments, LLC 0.01% No change 1,048 $162K
West Oak Capital, LLC 0.08% No change 1,035 $160K
Brown Brothers Harriman & Co. 0.00% Reduce -1.2% 1,024 $158K
FAS Wealth Partners, Inc. 0.01% Reduce -7.7% 1,020 $157K
Delos Wealth Advisors, LLC 0.10% No change 992 $153K
Hollencrest Capital Management 0.01% Add +0.1% 959 $148K
Schroder Investment Management Group 0.00% No change 950 $147K
Valley National Advisers Inc. 0.02% No change 922 $142K
United Community Bank 0.04% Reduce -5.2% 920 $142K
Ashton Thomas Securities, LLC 0.02% Add +0.9% 913 $141K
Harbor Investment Advisory, LLC 0.01% No change 878 $135K
MilWealth Group LLC 0.03% No change 869 $134K
Deane Retirement Strategies, Inc. 0.06% New 864 $133K
BankPlus Trust Department 0.03% No change 838 $129K
Resources Management Corp. /CT/ 0.02% Reduce -6.2% 832 $128K
Strengthening Families & Communities, LLC 0.03% Add +0.4% 821 $127K
Farmers & Merchants Investments Inc. 0.00% No change 808 $125K
Barometer Capital Management Inc. 0.03% Reduce -79.0% 800 $123K
Finley Financial, LLC 0.06% No change 790 $122K
Cherry Tree Wealth Management, LLC 0.03% No change 764 $118K
Paladin Advisory Group, LLC 0.09% No change 754 $116K
GAMMA Investing LLC 0.01% Add +3.3% 753 $116K
Dunhill Financial, LLC 0.04% Add +48.6% 743 $115K
Plante Moran Financial Advisors, LLC 0.01% No change 728 $112K
Phillips Financial Management, LLC 0.01% New 728 $112K
South Plains Financial, Inc. 0.07% No change 720 $111K
MCF Advisors LLC 0.01% Add +0.1% 717 $111K
Bollard Group LLC 0.00% Add +0.1% 716 $110K
Barnes Dennig Private Wealth Management LLC 0.12% Add +8.4% 711 $110K
Wellington Shields & Co., LLC 0.03% Add +0.1% 697 $107K
Grove Bank & Trust 0.01% Add +25.4% 686 $106K
Banque Cantonale Vaudoise 0.00% Reduce -1.4% 681 $105K
Medallion Wealth Advisors, LLC 0.04% Reduce -34.2% 665 $103K
Aventura Private Wealth, LLC 0.04% Reduce -25.0% 666 $103K
Avalon Trust Co 0.01% New 664 $102K
Cloud Capital Management, LLC 0.05% New 657 $101K
Horrell Capital Management, Inc. 0.04% Reduce -2.1% 648 $100K
DT Investment Partners, LLC 0.01% No change 630 $97K
WestEnd Advisors, LLC 0.00% New 630 $97K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -3.8% 630 $97K
SouthState Bank Corp 0.00% Reduce -43.1% 624 $96K
Caldwell Sutter Capital, Inc. 0.04% No change 610 $94K
Sachetta, LLC 0.04% New 610 $94K
TCTC Holdings, LLC 0.00% No change 591 $91K
Indiana Trust & Investment Management Co 0.03% No change 575 $89K
Pacific Center for Financial Services 0.02% No change 573 $88K
BTG Pactual Asset Management US LLC 0.01% Reduce -94.0% 558 $86K
Flagship Wealth Advisors, LLC 0.03% Reduce -8.0% 538 $83K
Salem Investment Counselors Inc. 0.00% Add +5.7% 536 $83K
Smartleaf Asset Management LLC 0.01% Add +440.0% 540 $83K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 536 $83K
Tanglewood Legacy Advisors, LLC 0.03% No change 535 $83K
Raffa Wealth Management, LLC 0.01% Reduce -55.1% 535 $83K
Transce3nd, LLC 0.72% Add +428.6% 518 $80K
Granite FO LLC 0.04% No change 500 $77K
Trust Co. of Toledo NA 0.01% No change 500 $77K
Register Financial Advisors LLC 0.03% Add +11.7% 495 $76K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 486 $75K
Valley Wealth Managers, Inc. 0.00% No change 482 $74K
Manchester Capital Management LLC 0.01% Reduce -14.2% 478 $74K
Eastern Bank 0.00% Reduce -10.0% 478 $74K
Princeton Global Asset Management LLC 0.01% Add +0.2% 477 $74K
Gold Investment Management Ltd. 0.02% No change 475 $73K
Bank of New Hampshire 0.02% No change 463 $71K
Wagner Wealth Management, LLC 0.02% Add +0.4% 462 $71K
Roxbury Financial LLC 0.06% Reduce -40.3% 430 $66K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 430 $66K
Quadrant Capital Group LLC 0.00% New 428 $66K
Anchor Investment Management, LLC 0.01% No change 426 $66K
2UniFi Bank 0.03% No change 425 $66K
Abich Financial Wealth Management LLC 0.02% — 425 $66K
St Germain D J Co. Inc. 0.00% Add +0.2% 410 $63K
Kiker Wealth Management, LLC 0.03% Add +0.3% 403 $62K
Alerus Financial NA 0.00% Reduce -18.1% 403 $62K
Old Second National Bank of Aurora 0.01% No change 400 $62K
Covestor Ltd 0.03% Reduce -32.7% 399 $61K
Root Financial Partners, LLC 0.00% New 381 $59K
BOK Financial Private Wealth, Inc. 0.00% No change 360 $56K
North Ridge Wealth Advisors, Inc. 0.03% New 359 $55K
Copia Wealth Management 0.04% Add +93.0% 357 $55K
Angeles Wealth Management, LLC 0.00% No change 354 $55K
Peoples Financial Services Corp. 0.02% No change 343 $53K
Hamilton Point Investment Advisors, LLC 0.01% No change 333 $51K
Archer Investment Corp 0.01% Add +0.3% 332 $51K
Rothschild Investment LLC 0.00% Reduce -2.1% 328 $51K
Crewe Advisors LLC 0.00% Add +45.1% 328 $51K
Cranbrook Wealth Management, LLC 0.01% Add +2020.0% 318 $49K
Pinnacle Bancorp, Inc. 0.01% No change 313 $48K
Operose Advisors LLC 0.01% No change 306 $47K
Orion Capital Management LLC 0.02% No change 302 $47K
McIlrath & Eck, LLC 0.00% Add +0.3% 302 $47K
Lowe Brockenbrough & Co. Inc. 0.00% No change 300 $46K
Compass Financial Services Inc 0.02% No change 294 $45K
Hantz Financial Services, Inc. 0.00% Reduce -47.7% 295 $45K
Armor Investment Advisors, LLC 0.01% No change 285 $44K
Sage Mountain Advisors LLC 0.00% Reduce -20.2% 281 $43K
Ameriflex Group, Inc. 0.02% Reduce -76.2% 263 $40K
HHM Wealth Advisors, LLC 0.00% No change 260 $40K
Davis Capital Management 0.03% — 255 $39K
Murphy & Mullick Capital Management Corp 0.03% No change 251 $39K
Legacy Bridge, LLC 0.02% No change 250 $39K
RMG Wealth Management LLC 0.01% No change 246 $38K
Balentine LLC 0.00% New 241 $37K
Physician Wealth Advisors, Inc. 0.01% Add +0.4% 237 $36K
Cypress Capital Management LLC (WY) 0.04% No change 235 $36K
Maseco LLP 0.00% No change 222 $34K
Tortoise Investment Management, LLC 0.00% Add +179.8% 221 $34K
Evolution Wealth Management Inc. 0.03% Add +80.3% 220 $34K
Pathway Financial Advisers, LLC 0.01% New 220 $34K
WPG Advisers, LLC 0.03% No change 218 $34K
Colonial Trust Advisors 0.00% Reduce -50.1% 217 $33K
Park Place Capital Corp 0.01% Add +20.0% 216 $33K
SBI Securities Co., Ltd. 0.00% Add +5.4% 215 $33K
Avion Wealth 0.01% No change 219 $33K
Cary Street Partners Investment Advisory LLC 0.01% No change 213 $33K
Asset Dedication, LLC 0.00% New 210 $32K
Hemington Wealth Management 0.00% No change 210 $32K
Chung Wu Investment Group, LLC 0.03% New 200 $31K
Acima Private Wealth, LLC 0.01% No change 196 $30K
Tompkins Financial Corp. 0.00% Reduce -1.0% 193 $30K
Bellevue Asset Management, LLC 0.01% No change 192 $30K
Founders Capital Management 0.02% Add +0.5% 188 $29K
DecisionPoint Financial, LLC 0.01% No change 180 $28K
Abound Wealth Management 0.01% Add +10.6% 178 $27K
Barrett & Company, Inc. 0.01% No change 175 $27K
Main Street Group, LTD 0.01% No change 173 $27K
Tidemark, LLC 0.01% Add +0.6% 171 $26K
MassMutual Private Wealth & Trust, FSB 0.00% No change 170 $26K
Key Financial Inc 0.00% Reduce -11.5% 170 $26K
Winch Advisory Services, LLC 0.01% No change 169 $26K
Center for Financial Planning, Inc. 0.00% No change 165 $25K
Cornerstone Planning Group LLC 0.00% Add +118.7% 164 $25K
Security National Bank 0.00% Reduce -98.4% 162 $25K
Truvestments Capital LLC 0.00% No change 156 $24K
Marshall & Sterling Wealth Advisors Inc. 0.02% New 155 $24K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -70.9% 153 $24K
Clark Wealth Partners 0.01% Add +1.3% 152 $24K
Heartwood Wealth Advisors LLC 0.00% New 151 $23K
Luken Investment Analytics, LLC 0.01% No change 150 $23K
Pacifica Partners Inc. 0.01% No change 150 $23K
Picton Mahoney Asset Management 0.00% No change 150 $23K
Colonial Trust Co / SC 0.00% No change 150 $23K
Bell Investment Advisors, Inc 0.00% Reduce -65.0% 145 $22K
Edmond DE Rothschild Holding S.A. 0.00% No change 141 $22K
Steph & Co. 0.01% No change 139 $21K
Costello Asset Management, INC 0.01% Add +6.2% 138 $21K
Versant Capital Management, Inc 0.00% No change 136 $21K
Lowe Wealth Advisors, LLC 0.01% Reduce -38.7% 130 $20K
North Star Investment Management Corp. 0.00% New 130 $20K
Hanson & Doremus Investment Management 0.00% No change 129 $20K
Hartford Financial Management Inc. 0.01% No change 126 $19K
Quaker Wealth Management, LLC 0.01% No change 124 $19K
MTM Investment Management, LLC 0.01% No change 115 $18K
Wolff Wiese Magana LLC 0.01% New 108 $17K
Highline Wealth Partners LLC 0.00% No change 108 $17K
Piscataqua Savings Bank 0.01% No change 106 $16K
First PREMIER Bank 0.00% Reduce -5.4% 105 $16K
Caitlin John, LLC 0.01% New 102 $16K
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
Hughes Financial Services, LLC 0.00% No change 100 $15K
Ulland Investment Advisors, LLC 0.01% No change 100 $15K
Burkett Financial Services, LLC 0.01% New 97 $15K
Signature Resources Capital Management, LLC 0.01% No change 95 $15K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 95 $15K
LGT Financial Advisors LLC 0.03% Add +261.5% 94 $14K
Strategic Wealth Partners, Ltd. 0.00% Reduce -96.2% 90 $14K
Townsend Asset Management Corp. /NC/ 0.00% Reduce -87.2% 89 $14K
Bogart Wealth, LLC 0.00% No change 88 $14K
CNB Bank 0.01% No change 84 $13K
Friedenthal Financial 0.01% No change 82 $13K
Morton Brown Family Wealth, LLC 0.00% No change 82 $13K
Financial Network Wealth Advisors LLC 0.01% Add +12.9% 79 $12K
Oakworth Capital, Inc. 0.00% No change 78 $12K
Creekmur Asset Management LLC 0.00% No change 77 $12K
PFS Partners, LLC 0.01% No change 76 $12K
Park Square Financial Group, LLC 0.05% Reduce -83.7% 75 $12K
WealthShield Partners, LLC 0.00% Add +711.1% 73 $11K
Godsey & Gibb, Inc. 0.00% New 73 $11K
Ascentis Wealth Management, LLC 0.00% No change 72 $11K
Smithfield Trust Co 0.00% No change 71 $11K
Trust Co. of Vermont 0.00% New 65 $10K
Rossby Financial, LCC 0.00% No change 65 $10K
Arvest Investments, Inc. 0.00% No change 63 $10K
Northwest Capital Management Inc 0.01% No change 61 $9K
SRH Advisors, LLC 0.00% No change 60 $9K
IAG Wealth Partners, LLC 0.00% New 59 $9K
Legacy Wealth Managment, LLC 0.00% Add +111.1% 57 $9K
City State Bank 0.00% No change 55 $8K
Federated Hermes, Inc. 0.00% New 55 $8K
Eukles Asset Management 0.00% No change 54 $8K
Capital Analysts, LLC 0.00% No change 54 $8K
Rakuten Securities, Inc. 0.00% Reduce -16.4% 51 $8K
Vision Financial Markets LLC 0.01% No change 51 $8K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 50 $8K
Rialto Wealth Management, LLC 0.00% No change 50 $8K
Citizens National Bank Trust Department 0.00% No change 50 $8K
Concord Wealth Partners 0.00% No change 50 $8K
Clearstead Trust, LLC 0.00% No change 49 $8K
Financial Gravity Asset Management, Inc. 0.00% — 46 $7K
IMG Wealth Management, Inc. 0.00% No change 45 $7K
Millstone Evans Group, LLC 0.00% No change 43 $7K
Pin Oak Investment Advisors Inc. 0.00% No change 40 $6K
Nemes Rush Group LLC 0.00% Add +1200.0% 39 $6K
Zions Bancorporation, National Association 0.00% No change 39 $6K
Daiwa Securities Group Inc. 0.00% No change 38 $6K
Fairscale Capital, LLC 0.00% No change 38 $6K
Advanced Asset Management Advisors Inc 0.00% No change 37 $6K
Morse Asset Management, Inc 0.00% No change 35 $5K
Comprehensive Financial Planning, Inc. 0.00% No change 34 $5K
SWAN Capital LLC 0.00% No change 34 $5K
Nalls Sherbakoff Group, LLC 0.00% No change 32 $5K
Logan Capital Management Inc. 0.00% No change 26 $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
Roble, Belko & Company, Inc 0.00% New 13 $2K
North Capital, Inc. 0.00% Reduce -10.0% 9 $1K
Westend Capital Management, LLC 0.00% No change 8 $1K
Global Wealth Strategies & Associates 0.00% No change 7 $1K
Turning Point Benefit Group, Inc. 0.00% New 7 $1K
CGC Financial Services, LLC 0.00% No change 5 $771
Toronto Dominion Bank 0.00% No change 5 $771
Weaver Capital Management LLC 0.00% Reduce -50.0% 1 $155

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