SS Industrial Select SectorXLIETF

13F holders, Q1 2026 (March 31)
1,570holders +64
150new positions
94sold out
8famous investors
$161.27avg. 13F price*

At the end of Q1 2026, 1,570 institutions reported holding SS Industrial Select Sector (XLI) in their 13F filings, up 64 from Q4 2025. 150 opened new positions and 94 sold out. The largest holders were Bank of America Corp. ($2.0B), Morgan Stanley ($1.8B) and JPMorgan Chase & Co. ($1.6B). 8 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Ken Fisher (0.2% of Fisher Asset Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions150$552.8M
Exits94$192.9M

All 13F filers, Q4 2025 → Q1 2026: 20,626,422 shares bought and 11,744,308 shares sold, net +8,882,114 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,570 holders

Bank of America Corp. 0.15% Add +4.2% 12,326,564 $2.0B
Morgan Stanley 0.11% Add +13.3% 11,197,098 $1.8B
JPMorgan Chase & Co. 0.11% Add +3.7% 10,200,424 $1.6B
Goldman Sachs Group Inc. 0.17% Reduce -16.4% 8,024,926 $1.3B
Wells Fargo & Company 0.25% Add +17.3% 7,752,548 $1.3B
LPL Financial LLC 0.22% Add +4.1% 5,116,989 $827.6M
UBS Group AG 0.14% Add +28.6% 4,972,996 $804.3M
Menora Mivtachim Holdings LTD. 3.31% Add +11.7% 4,327,640 $699.9M
Migdal Insurance & Financial Holdings Ltd. 5.63% Add +22.9% 4,011,198 $648.7M
Citigroup Inc. 0.41% Add +5.5% 3,944,609 $638.0M
Envestnet Asset Management Inc. 0.13% Add +6.9% 3,019,478 $488.3M
Fisher Asset Management 0.16% Reduce -5.1% 2,961,891 $479.0M
Harel Insurance Investments & Financial Services Ltd. 3.22% Add +3790.3% 2,931,874 $474.2M
Phoenix Financial Ltd. 4.33% Reduce -28.6% 2,820,436 $456.1M
Healthcare of Ontario Pension Plan Trust Fund 0.69% Reduce -35.0% 2,553,000 $412.9M
Ameriprise Financial Inc. 0.09% Reduce -15.9% 2,518,991 $394.4M
BNP Paribas Financial Markets 0.25% Add +23.5% 2,352,626 $380.5M
Raymond James Financial Inc. 0.10% Reduce -4.9% 2,080,296 $336.4M
Focus Partners Wealth 0.36% Reduce -3.2% 2,011,346 $325.3M
Bank of Montreal 0.12% Add +30.8% 1,829,718 $295.9M
Royal Bank of Canada 0.05% Reduce -0.8% 1,707,194 $276.1M
Cibc World Market Inc. 0.46% Reduce -0.0% 1,613,699 $261.0M
ING Groep NV 1.40% No change 1,419,576 $229.6M
Main Management ETF Advisors, LLC 8.46% New 1,400,899 $226.6M
Meitav Investment House Ltd. 2.36% Add +85.2% 1,330,667 $215.2M
PGIM Custom Harvest LLC 2.98% Add +0.8% 1,180,767 $191.0M
Charles Schwab Investment Management Inc. 0.02% Add +606.7% 895,219 $144.8M
State Street Corp. 0.00% Add +3758.2% 759,214 $122.8M
Osaic Holdings, Inc. 0.17% Add +1.0% 721,525 $116.7M
Renaissance Technologies 0.17% Add +534.6% 674,600 $109.1M
Cetera Investment Advisers 0.11% Add +1.3% 658,872 $106.6M
Mirae Asset Securities (usa) Inc. 4.97% Reduce -0.1% 650,000 $105.1M
MML Investors Services, LLC 0.29% Reduce -14.7% 641,894 $103.8M
Qube Research & Technologies Ltd 0.14% Add +94.4% 591,490 $95.7M
Clal Insurance Enterprises Holdings Ltd 0.55% No change 567,000 $91.7M
BlackRock, Inc. 0.00% Reduce -14.6% 562,774 $91.0M
Agf Management Ltd. 0.39% Reduce -6.6% 541,180 $87.5M
Millennium Management 0.07% Reduce -31.4% 513,691 $83.1M
Stifel Financial Corp. 0.07% Add +2.0% 489,544 $79.2M
Rockefeller Capital Management L.P. 0.14% Reduce -2.4% 488,458 $79.0M
Captrust Financial Advisors 0.14% Add +27.0% 479,942 $77.6M
Perbak Capital Partners LLP 18.38% Add +93.0% 461,922 $74.7M
Factory Mutual Insurance Co. 0.81% Reduce -52.0% 443,223 $71.7M
RiverFront Investment Group, LLC 1.11% Add +0.8% 442,213 $71.5M
Commonwealth Equity Services, LLC 0.09% Reduce -2.2% 419,571 $67.9M
Marshall Wace, LLP 0.07% Reduce -29.3% 417,322 $67.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.39% Reduce -14.6% 405,858 $65.6M
Northern Trust Corp. 0.01% Add +3.3% 404,956 $65.5M
Franklin Resources Inc. 0.02% Add +3.4% 379,135 $61.3M
Private Advisor Group, LLC 0.29% Add +4.4% 376,493 $60.9M
Thrivent Financial for Lutherans 0.12% Reduce -20.3% 369,257 $59.7M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3.84% No change 362,774 $58.7M
HighTower Advisors, LLC 0.06% Add +2.0% 358,556 $58.0M
Alps Advisors Inc. 0.27% Add +5.6% 358,233 $57.9M
Mercer Global Advisors Inc. 0.09% Add +4.8% 357,763 $57.9M
Truist Financial Corp. 0.08% Add +4.7% 353,644 $57.2M
TD Asset Management Inc 0.05% New 352,600 $57.0M
Natixis 0.23% Add +0.1% 351,141 $56.8M
Advisory Alpha, LLC 1.53% Reduce -23.1% 345,736 $55.9M
Trust Asset Management LLC 3.96% No change 342,261 $55.4M
J.Safra Asset Management Corp 2.86% Add +0.2% 328,187 $53.1M
Janney Montgomery Scott LLC 0.13% Add +17.6% 322,280 $52.1M
Vestor Capital, LLC 3.71% Add +7935.1% 317,145 $51.3M
PNC Financial Services Group, Inc. 0.03% Add +9.2% 303,142 $49.0M
Susquehanna International Group, LLP 0.06% Reduce -56.6% 297,322 $48.1M
KCM Investment Advisors LLC 1.48% Add +6.5% 273,662 $44.3M
Cerity Partners LLC 0.06% Add +4.6% 256,232 $41.4M
Greenwood Gearhart LLC 2.21% Add +2.5% 252,784 $40.9M
Walleye Capital LLC 0.27% Add +172.5% 250,921 $40.6M
Fifth Third Bancorp 0.07% Add +47.8% 247,320 $40.0M
Jones Financial Companies LLLP 0.02% Add +14.5% 247,759 $39.5M
Allianz Asset Management GmbH 0.04% New 236,650 $38.3M
Bellwether Advisors, LLC 6.31% Reduce -22.6% 230,198 $37.2M
Park Avenue Securities LLC 0.29% Reduce -5.1% 226,615 $36.6M
Employees Retirement System of Texas 0.37% Reduce -66.8% 219,865 $35.6M
FIL Ltd 0.03% Reduce -9.0% 219,014 $35.4M
Cambridge Investment Research Advisors, Inc. 0.09% Add +25.8% 214,408 $34.7M
Peapack Gladstone Financial Corp. 0.44% Reduce -1.5% 213,580 $34.5M
Biltmore Wealth Management, LLC 12.26% Reduce -4.9% 213,126 $34.5M
Mariner, LLC 0.04% Reduce -14.8% 201,383 $32.6M
Foundations Investment Advisors, LLC 0.40% Add +21.0% 199,595 $32.3M
New Harbor Financial Group, LLC 5.78% Add +3.6% 196,753 $31.8M
Money Concepts Capital Corp. 1.74% Add +871.9% 194,579 $31.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +261.6% 190,075 $30.7M
US Bancorp \de 0.04% Add +1.2% 189,074 $30.6M
SG Americas Securities, LLC 0.03% Add +180.2% 189,016 $30.6M
Quantitative Investment Management, LLC 3.02% Add +28.9% 179,631 $29.1M
Ashton Thomas Private Wealth, LLC 0.66% Add +412.7% 172,598 $27.9M
Flaharty Asset Management, LLC 3.42% Reduce -1.3% 170,452 $27.6M
Country Trust Bank 0.52% Add +34.0% 167,729 $27.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.73% Add +17.6% 163,225 $26.4M
FMR LLC 0.00% Add +10.6% 160,365 $25.9M
Barclays PLC 0.01% Add +7.4% 156,748 $25.4M
Bar Harbor Wealth Management 1.48% Reduce -0.3% 156,614 $25.3M
Armstrong Advisory Group, Inc. 1.69% Reduce -6.2% 156,067 $25.2M
Creative Planning 0.02% Add +0.3% 153,549 $24.8M
TD Waterhouse Canada Inc. 0.07% Add +53.8% 147,196 $24.2M
IHT Wealth Management, LLC 0.56% Add +31.7% 149,478 $24.2M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 4.77% No change 149,120 $24.1M
Gerber Kawasaki Wealth & Investment Management 0.77% Reduce -0.5% 148,826 $24.1M
Krilogy Financial LLC 0.77% Add +2.9% 141,211 $24.1M
Robertson Stephens Wealth Management, LLC 0.65% Add +6.7% 142,489 $23.0M
Ferguson Wellman Capital Management, Inc. 0.31% Reduce -53.2% 142,241 $23.0M
Jump Financial, LLC 0.37% Add +178.8% 140,922 $22.8M
Provida Pension Fund Administrator 0.38% Add +800.3% 139,022 $22.5M
AE Wealth Management LLC 0.12% Add +3.0% 137,977 $22.3M
Concord Investment Counsel Inc. 7.49% Reduce -1.1% 137,560 $22.2M
WCG Wealth Advisors LLC 0.62% Add +0.8% 136,171 $22.0M
Optiver Holding B.V. 0.82% Reduce -60.5% 135,072 $21.8M
Sanctuary Advisors, LLC 0.12% Reduce -4.3% 132,470 $21.4M
Equitable Holdings, Inc. 0.14% Add +7.3% 135,273 $21.0M
Citadel Advisors 0.01% Add +7.7% 127,544 $20.6M
Meiji Yasuda Life Insurance Co 0.70% New 126,683 $20.5M
Capital Investment Advisors, LLC 0.30% Reduce -2.9% 126,233 $20.4M
Lighthouse Financial Services Inc. 4.58% Reduce -3.2% 117,215 $20.3M
Nelson Capital Management, LLC 2.48% Reduce -2.7% 125,582 $20.3M
NewSquare Capital LLC 1.76% Add +2.2% 124,703 $20.2M
Swan Global Investments, LLC 1.08% Reduce -22.3% 124,286 $20.1M
Cwm, LLC 0.05% Add +64.0% 121,979 $19.7M
Trilogy Capital Inc. 0.86% Reduce -59.6% 120,099 $19.4M
King Street Capital Management, L.P. 5.75% New 116,660 $18.9M
Horizon Wealth Management, LLC 2.74% Add +5725.5% 115,462 $18.7M
Kestra Advisory Services, LLC 0.07% Add +11.4% 114,722 $18.6M
Strategic Point Investment Advisors, LLC 2.66% Reduce -0.3% 112,993 $18.3M
Round Rock Advisors LLC 2.79% Add +1.5% 112,725 $18.2M
HRT Financial LP 0.05% New 112,529 $18.2M
Jefferies Financial Group Inc. 0.23% Add +6.7% 110,225 $17.8M
IMZ Advisory Inc 6.60% Reduce -2.5% 107,889 $17.4M
Oppenheimer Asset Management Inc. 0.20% Reduce -10.6% 106,602 $17.2M
Kingsview Wealth Management, LLC 0.23% Add +474.5% 104,509 $16.9M
Carnegie Investment Counsel 0.32% Reduce -1.4% 100,637 $16.3M
Spire Wealth Management 0.55% Reduce -7.0% 100,239 $16.2M
NewEdge Advisors, LLC 0.06% Add +11.8% 99,158 $16.0M
Ayalon Insurance Comp Ltd. 3.17% Add +33.9% 96,036 $15.5M
First Interstate Bank 0.84% Reduce -1.7% 92,580 $15.0M
Tiaa-Cref Individual & Institutional Services, LLC 0.06% — 92,575 $15.0M
Martin & Co. Inc. 2.49% Add +1.4% 90,431 $14.6M
HSBC Holdings PLC 0.01% Add +48.4% 88,784 $14.3M
Stillwater Capital Advisors, LLC 1.63% Add +14.0% 88,282 $14.3M
WBH Advisory Inc. 1.07% Reduce -4.6% 86,728 $14.3M
Corient Private Wealth LP 0.02% Reduce -12.4% 113,859 $14.2M
Chicago Wealth Management, Inc. 5.65% Add +0.5% 87,483 $14.1M
MAI Capital Management 0.08% Add +0.3% 86,483 $14.0M
J.W. Cole Advisors, Inc. 0.47% Reduce -3.4% 86,143 $13.9M
Tower Research Capital LLC (TRC) 0.36% New 85,664 $13.9M
Trek Financial, LLC 0.73% Reduce -8.8% 85,280 $13.8M
HighPoint Advisor Group LLC 0.58% Add +1.8% 85,003 $13.7M
Forbes J M & Co. LLP 1.12% No change 82,117 $13.3M
Royal Fund Management, LLC 1.27% New 82,107 $13.3M
O'shaughnessy Asset Management, LLC 0.07% Add +220.1% 81,613 $13.2M
NTV Asset Management LLC 1.44% Reduce -1.3% 80,862 $13.1M
EP Wealth Advisors, LLC 0.06% Add +0.7% 80,067 $12.9M
Elo Mutual Pension Insurance Co 0.21% Reduce -47.6% 78,068 $12.6M
Baird Financial Group, Inc. 0.02% Add +13.9% 76,053 $12.3M
Tamar Securities, LLC 1.31% Add +4.7% 75,446 $12.2M
Onyx Bridge Wealth Group LLC 1.31% Reduce -6.5% 75,109 $12.1M
Sequoia Financial Advisors, LLC 0.07% Reduce -4.2% 75,015 $12.1M
Northwestern Mutual Wealth Management Co. 0.01% Add +55.3% 73,345 $11.9M
Dakota Wealth Management 0.26% Add +5.5% 72,966 $11.8M
Concurrent Investment Advisors, LLC 0.13% Add +17.2% 72,430 $11.7M
Jmac Enterprises LLC 2.24% Add +0.4% 72,286 $11.7M
Integrated Wealth Concepts LLC 0.09% Add +66.0% 71,756 $11.6M
Intrua Financial, LLC 1.24% Add +63.2% 71,705 $11.6M
Founders Financial Securities LLC 0.65% Add +0.2% 67,084 $11.6M
AAFMAA Wealth Management & Trust LLC 4.46% Add +372.7% 71,042 $11.5M
Steward Partners Investment Advisory, LLC 0.06% Reduce -18.9% 70,665 $11.4M
Tritonpoint Wealth, LLC 1.22% Reduce -0.3% 70,320 $11.4M
Rothschild Capital Partners, LLC 2.77% Reduce -42.6% 69,494 $11.2M
Pathstone Holdings, LLC 0.04% Reduce -4.2% 68,156 $11.0M
SteelPeak Wealth, LLC 0.34% Add +153.1% 67,832 $11.0M
Tudor Investment Corporation 0.06% Add +68.9% 67,487 $10.9M
National Bank of Canada 0.01% Reduce -3.1% 67,309 $10.9M
Summit Trail Advisors, LLC 0.16% Reduce -29.0% 67,002 $10.8M
GTS Securities LLC 0.38% Add +1185.2% 65,646 $10.6M
Sharper & Granite LLC 3.58% Reduce -0.8% 64,766 $10.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.30% Add +3159.0% 63,550 $10.3M
Old National Bancorp 0.17% Reduce -42.0% 62,525 $10.1M
Opal Wealth Advisors, LLC 2.26% Add +1.3% 61,810 $10.0M
Advisory Services Network, LLC 0.13% Reduce -4.7% 60,773 $9.8M
Lyell Wealth Management, LP 0.72% Add +5.8% 60,703 $9.8M
Beacon Pointe Advisors, LLC 0.05% Add +39.8% 60,223 $9.7M
Salomon & Ludwin, LLC 0.86% Reduce -1.0% 59,235 $9.6M
Waverly Advisors, LLC 0.07% Add +5.6% 59,094 $9.6M
Busey Bank 0.26% Reduce -0.5% 59,058 $9.6M
Lido Advisors, LLC 0.04% Reduce -10.3% 59,019 $9.5M
Gladstone Institutional Advisory LLC 0.35% Reduce -21.5% 59,002 $9.5M
Schonfeld Strategic Advisors LLC 0.08% New 57,192 $9.2M
Shira Ridge Wealth Management 3.65% Reduce -3.5% 57,084 $9.2M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.23% Add +0.1% 56,576 $9.2M
Innealta Capital, LLC 5.67% Reduce -32.6% 56,457 $9.1M
Atlas Capital Advisors Inc. 1.04% Add +2.1% 56,429 $9.1M
Centaurus Financial, Inc. 0.43% Reduce -2.8% 56,380 $9.1M
Trust Co. of Oklahoma 2.64% Add +1.9% 55,938 $9.0M
Compass Wealth Management, LLC 3.78% Add +6.1% 54,762 $8.9M
Horizon Investments, LLC 0.10% Add +101.5% 54,738 $8.9M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -23.5% 69,443 $8.7M
Vickerman Investment Advisors, Inc. 1.83% Reduce -1.6% 53,706 $8.7M
Quantinno Capital Management LP 0.01% Add +12.4% 53,655 $8.7M
Fairvoy Private Wealth, LLC 2.05% Add +363.0% 53,095 $8.6M
Summit Financial, LLC 0.11% Add +100.2% 52,056 $8.4M
Waterloo Capital, L.P. 0.59% Add +1001.6% 51,754 $8.4M
Assetmark, Inc. 0.02% Reduce -89.6% 51,678 $8.4M
&partners 0.04% Reduce -9.9% 51,582 $8.3M
Keystone Global Partners, LLC 3.72% Add +16.9% 51,417 $8.3M
Sage Rhino Capital LLC 1.52% Add +7.0% 50,161 $8.1M
Deeter Investments LLP 1.42% New 50,000 $8.1M
Level Four Advisory Services, LLC 0.26% Add +44.4% 49,743 $8.0M
Farther Finance Advisors, LLC 0.08% Add +73.0% 48,800 $8.0M
Private Wealth Advisors, LLC 2.25% Reduce -22.9% 49,528 $8.0M
Elevation Point Wealth Partners, LLC 0.19% Add +132.0% 49,442 $8.0M
Burns J W & Co. Inc. 0.90% Add +0.1% 48,763 $7.9M
Merit Financial Group, LLC 0.06% Add +5.0% 48,459 $7.8M
AlphaCore Capital LLC 0.19% Reduce -2.8% 48,335 $7.8M
AQR Capital Management 0.00% Add +57.3% 47,785 $7.7M
Wealthcare Advisory Partners LLC 0.15% Add +0.5% 47,569 $7.7M
Clarity Financial LLC 0.84% Reduce -23.9% 47,504 $7.7M
Thor Trading Advisors, LLC 3.14% Add +8.3% 46,923 $7.6M
Oppenheimer & Co. Inc. 0.09% Reduce -10.4% 46,904 $7.6M
Toth Financial Advisory Corp. 0.83% Add +4.6% 46,643 $7.5M
Essex LLC 1.32% Add +1.2% 46,305 $7.5M
StoneX Group Inc. 0.40% Add +620.6% 45,963 $7.4M
Hancock Whitney Corp. 0.13% Reduce -3.7% 45,436 $7.3M
Premier Path Wealth Partners, LLC 0.94% Reduce -17.4% 44,478 $7.2M
Spinnaker Trust 0.40% Reduce -1.2% 44,230 $7.2M
Dorsey Wright & Associates 0.87% Add +101.1% 43,389 $7.0M
Macro Advisors, Inc. 2.89% — 43,215 $7.0M
Western Wealth Management, LLC 0.26% Add +46.5% 42,817 $6.9M
Independent Advisor Alliance 0.07% Add +769.7% 42,643 $6.9M
Cornerstone Wealth Group, LLC 0.44% Reduce -12.2% 40,176 $6.9M
Independent Financial Group, LLC 0.15% Add +35.7% 42,394 $6.9M
Rye Brook Capital LLC 6.31% Add +4.0% 42,335 $6.8M
Institute for Wealth Management, LLC. 0.73% Add +2.0% 42,082 $6.8M
Allspring Global Investments Holdings, LLC 0.01% Reduce -0.8% 41,128 $6.8M
Wealth Advisory Solutions, LLC 1.49% New 41,307 $6.7M
Sigma Planning Corp 0.18% Add +9.2% 41,045 $6.6M
One Wealth Map LLC 3.20% Reduce -4.4% 37,940 $6.6M
Schroder Investment Management Group 0.01% Add +4299.6% 41,796 $6.5M
NorthRock Partners, LLC 0.11% Reduce -1.3% 40,424 $6.5M
Canton Hathaway, LLC 1.31% Add +1.4% 40,279 $6.5M
AdvisorShares Investments LLC 1.18% Add +11.7% 40,195 $6.5M
Hudson Bay Capital Management LP 0.04% No change 40,000 $6.5M
Norris Financial Group, LLC 2.10% New 39,785 $6.4M
Harbour Investments, Inc. 0.10% Add +15.4% 39,661 $6.4M
Ameraudi Asset Management, Inc. 3.48% New 39,558 $6.4M
Winthrop Capital Management, LLC 1.64% Reduce -2.2% 39,527 $6.4M
Pinnacle Associates Ltd. 0.08% Reduce -1.0% 39,411 $6.4M
Cumberland Advisors Inc. 2.49% Reduce -0.6% 39,361 $6.4M
Envestnet Portfolio Solutions, Inc. 0.04% Reduce -7.7% 39,298 $6.4M
Orange Investment Advisors, Inc. 0.81% Reduce -6.8% 38,779 $6.3M
Massachusetts Wealth Management 2.70% Add +1.1% 38,514 $6.2M
Simmons Bank 0.41% Reduce -4.4% 38,266 $6.2M
Magnus Financial Group LLC 0.50% Reduce -12.9% 38,161 $6.2M
Prospera Financial Services Inc 0.10% Add +27.7% 38,130 $6.2M
AMG National Trust Bank 0.13% Add +39.9% 38,023 $6.1M
Client First Capital LLC 2.70% New 37,935 $6.1M
Foronjy Financial LLC 2.54% Add +4.7% 37,791 $6.1M
IFP Advisors, Inc 0.13% Add +3.1% 37,651 $6.1M
Stockman Wealth Management, Inc. 0.67% Reduce -3.0% 37,516 $6.1M
Prosperity Consulting Group, LLC 0.27% Reduce -4.1% 37,511 $6.1M
Midwest Trust Co 0.08% Add +0.3% 37,451 $6.1M
Mutual Advisors, LLC 0.13% Reduce -4.1% 37,111 $6.0M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -45.3% 36,743 $5.9M
Bank Hapoalim BM 0.97% Reduce -11.0% 36,683 $5.9M
Provident Co of the Employees of the Hebrew University LTD 9.35% Reduce -2.4% 36,671 $5.9M
Patten & Patten Inc. 0.35% Add +0.1% 36,160 $5.8M
Private Advisory Group LLC 0.41% Add +472.7% 36,101 $5.8M
RH Tailwind Management, LLC 3.01% New 36,000 $5.8M
United Capital Financial Advisors, LLC 0.04% Reduce -4.5% 35,586 $5.8M
Volterra Technologies LP 4.08% Reduce -41.7% 35,519 $5.7M
CX Institutional 0.17% Add +78.2% 35,163 $5.7M
Cresset Asset Management, LLC 0.02% Add +3.5% 35,162 $5.7M
Ironwood Wealth Management, Inc. 2.54% Reduce -0.9% 32,962 $5.7M
Natixis Advisors, LLC 0.01% Reduce -6.8% 34,918 $5.6M
Crescent Grove Advisors, LLC 0.56% Add +5.9% 34,880 $5.6M
Sage Capital Advisors,llc 1.30% Reduce -0.3% 34,777 $5.6M
Main Management LLC 0.41% Add +62.8% 34,746 $5.6M
Glenmede Trust Co. NA 0.03% Add +29.0% 34,657 $5.6M
Petredis Investment Advisors LLC 0.46% Add +2.5% 34,497 $5.6M
Arch Global Advisors, LLC 2.87% — 34,012 $5.5M
DAVENPORT & Co LLC 0.03% Add +19.3% 33,896 $5.5M
Algorithmic Investment Models, LLC 6.73% Reduce -15.0% 33,726 $5.5M
SRB Corp. 0.33% No change 33,621 $5.4M
Larson Financial Group LLC 0.17% Add +273.3% 33,506 $5.4M
Kennicott Capital Management LLC 2.95% Reduce -17.2% 33,397 $5.4M
Anfield Capital Management, LLC 1.48% Add +9.3% 33,295 $5.4M
Scotia Capital Inc. 0.02% Reduce -15.8% 33,187 $5.4M
Perennial Investment Advisors, LLC 0.42% Reduce -3.9% 32,391 $5.2M
Union Bancaire Privee, UBP SA 0.07% New 33,250 $5.2M
Campbell Capital Management Inc. 2.47% New 32,000 $5.2M
Y-Intercept (Hong Kong) Ltd 0.10% Add +306.1% 31,872 $5.2M
Blair William & Co. 0.01% Add +1.9% 31,732 $5.1M
Gotham Asset Management 0.02% Add +36.4% 31,535 $5.1M
CMH Wealth Management LLC 0.87% Add +7.7% 31,438 $5.1M
Resolute Wealth Strategies, LLC 2.19% New 31,330 $5.1M
Signal Advisors Wealth, LLC 0.34% Add +933.3% 30,884 $5.0M
RFG Advisory, LLC 0.09% Add +10.9% 30,817 $5.0M
LightSquare Wealth Management, LLC 3.73% — 30,771 $5.0M
Principal Securities, Inc. 0.07% Reduce -17.8% 30,577 $4.9M
Guerra Pan Advisors, LLC 3.06% Reduce -0.8% 30,572 $4.9M
Tucker Asset Management LLC 1.48% Add +58.1% 30,569 $4.9M
Arkadios Wealth Advisors 0.08% Add +2.7% 30,206 $4.9M
Vestmark Advisory Solutions, Inc. 0.05% Add +42.1% 30,162 $4.9M
Granite Harbor Advisors, Inc. 2.12% Reduce -4.5% 29,990 $4.9M
Camelot Technology Advisors, Inc. 3.55% Reduce -8.5% 29,915 $4.8M
TCV Trust & Wealth Management, Inc. 0.40% Reduce -4.3% 29,803 $4.8M
Colton Groome Financial Advisors, LLC 1.34% Reduce -1.2% 28,995 $4.7M
Victory Financial Group, LLC 0.58% Add +2.5% 28,970 $4.7M
Tidal Investments LLC 0.01% Add +25.7% 28,727 $4.6M
Allred Capital Management, LLC 1.68% Add +1.2% 28,477 $4.6M
Apollon Financial, LLC 0.63% Add +9.8% 28,227 $4.6M
Cooksen Wealth, LLC 3.31% Add +3.1% 28,196 $4.6M
Fiduciary Group, LLC 0.38% Add +6.6% 27,779 $4.5M
Dynamic Advisor Solutions LLC 0.14% Add +1.4% 27,722 $4.5M
Snowden Capital Advisors LLC 0.12% Add +7.0% 27,681 $4.5M
Concentric Capital Strategies, LP 0.39% New 27,632 $4.5M
Capital Wealth Planning, LLC 0.02% Add +133.6% 27,534 $4.5M
Arrow Investment Advisors, LLC 4.73% Reduce -5.3% 27,450 $4.4M
D.A. Davidson & Co. 0.03% Reduce -16.0% 27,355 $4.4M
Benjamin Edwards Inc. 0.04% Reduce -29.6% 27,339 $4.4M
Meridian Investment Counsel Inc. 1.04% Add +2.4% 26,892 $4.3M
Innova Wealth Partners 2.04% Reduce -8.7% 26,549 $4.3M
3EDGE Asset Management, LP 0.20% Add +26.1% 27,007 $4.2M
Prime Capital Investment Advisors, LLC 0.05% Add +47.4% 26,204 $4.2M
High Note Wealth, LLC 0.83% Reduce -2.5% 26,200 $4.2M
Harbour Trust & Investment Management Co 0.45% New 26,169 $4.2M
Fairfield Financial Advisors, LTD 1.47% Add +2.4% 26,168 $4.2M
Rockport Wealth LLC 0.77% Add +1.9% 26,075 $4.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.40% Reduce -0.7% 24,265 $4.2M
Howard Capital Management Group, LLC 0.28% Add +16.9% 25,622 $4.1M
Centennial Bank 1.47% Add +79.4% 25,306 $4.1M
Waldron Private Wealth LLC 0.16% Add +656.8% 25,005 $4.0M
Howe & Rusling Inc. 0.26% Add +67.0% 24,994 $4.0M
World Investment Advisors 0.07% Reduce -3.6% 24,980 $4.0M
Intrepid Financial Planning Group LLC 1.63% Reduce -1.7% 24,935 $4.0M
Sowell Financial Services LLC 0.15% Add +0.3% 24,843 $4.0M
Vivid Wealth Management, LLC 1.62% Reduce -6.8% 24,830 $4.0M
Brookstone Capital Management 0.05% Add +12.1% 24,582 $4.0M
HB Wealth Management, LLC 0.03% Add +5.3% 24,425 $4.0M
Certified Advisory Corp 0.35% Add +1.1% 24,344 $3.9M
Vaughan David Investments LLC 0.08% Add +7.0% 24,209 $3.9M
Madison Park Capital Advisors, LLC 3.07% Reduce -1.4% 24,187 $3.9M
Encompass More Asset Management 0.66% Add +163.5% 24,151 $3.9M
Teamwork Financial Advisors, LLC 0.43% Add +85.7% 24,055 $3.9M
Venturi Wealth Management, LLC 0.18% Add +2.4% 24,031 $3.9M
WealthBridge Capital Management, LLC 0.89% Add +1.0% 23,981 $3.9M
Choate Investment Advisors 0.08% Reduce -1.4% 23,890 $3.9M
First Merchants Corp. 0.15% Reduce -2.5% 23,810 $3.9M
Visionary Horizons, LLC 1.89% Reduce -10.8% 23,727 $3.8M
Sig Brokerage, LP 1.07% No change 23,461 $3.8M
West Financial Advisors, LLC 0.64% Reduce -7.7% 23,246 $3.8M
Courier Capital LLC 0.21% Add +8.4% 22,956 $3.7M
Stratos Wealth Partners, LTD. 0.04% Reduce -10.6% 22,938 $3.7M
SageGuard Financial Group, LLC 0.57% Add +120.0% 22,809 $3.7M
Rehmann Capital Advisory Group 0.19% Reduce -13.6% 22,673 $3.7M
Floyd Financial Group LLC 2.44% Reduce -0.6% 21,384 $3.7M
Clarus Wealth Advisors 1.55% Add +0.8% 22,152 $3.6M
Mechanics Bank Trust Department 0.50% Reduce -3.3% 22,440 $3.6M
U.S. Capital Wealth Advisors, LLC 0.09% Add +10.6% 22,432 $3.6M
First Trust Advisors LP 0.00% Add +2.7% 22,347 $3.6M
Signature Estate & Investment Advisors LLC 0.07% Add +2.9% 22,277 $3.6M
Axxcess Wealth Management, LLC 0.11% Reduce -5.3% 22,010 $3.6M
Keybank National Association 0.01% Reduce -4.3% 22,003 $3.6M
Taiyo Life Insurance Co. 0.39% No change 22,000 $3.6M
Zullo Investment Group, Inc. 1.34% Add +3.9% 21,842 $3.5M
Bedell Frazier Investment Counselling, LLC 0.69% Add +0.3% 21,109 $3.4M
PFG Advisors 0.17% Reduce -74.5% 21,105 $3.4M
MPWM Advisory Solutions, LLC 1.80% Reduce -26.6% 21,029 $3.4M
WealthCare Investment Partners, LLC 0.93% Add +15.4% 20,394 $3.4M
Butensky & Cohen Financial Security, Inc. 0.88% Reduce -1.9% 20,743 $3.4M
Allworth Financial LP 0.01% Reduce -6.3% 20,735 $3.4M
Soltis Investment Advisors LLC 0.22% Add +413.2% 20,727 $3.4M
Measured Wealth Private Client Group, LLC 0.91% Reduce -4.4% 20,644 $3.3M
Regions Financial Corp. 0.02% Reduce -0.1% 20,569 $3.3M
KKM Financial LLC 0.59% No change 21,290 $3.3M
Huntington National Bank 0.02% Add +1.8% 20,300 $3.3M
Vectors Research Management, LLC 0.96% Add +11.3% 20,235 $3.3M
Chemung Canal Trust Co. 0.66% Add +2.1% 20,203 $3.3M
Strategic Financial Partners, Ltd. 1.41% Reduce -25.0% 20,131 $3.3M
Finivi Inc. 1.78% Add +9.1% 20,110 $3.3M
Great Valley Advisor Group, Inc. 0.06% Reduce -0.3% 19,921 $3.2M
Maven Securities LTD 0.19% New 19,908 $3.2M
Channel Wealth LLC 0.78% Add +23.2% 19,877 $3.2M
First Financial Bank - Trust Division 0.26% Add +4.5% 19,779 $3.2M
Nilsine Partners, LLC 0.25% No change 18,539 $3.2M
Crestwood Advisors Group, LLC 0.05% Add +102.0% 19,658 $3.2M
Graham Capital Management, L.P. 0.14% Reduce -29.1% 19,500 $3.2M
Amarillo National Bank 0.55% No change 19,333 $3.1M
Capital Investment Counsel, LLC 0.43% Add +19.1% 19,261 $3.1M
New Wave Wealth Advisors LLC 1.09% Reduce -40.0% 19,219 $3.1M
NewEdge Wealth, LLC 0.04% Reduce -0.5% 19,196 $3.1M
10Elms LLP 2.12% Add +29.5% 19,427 $3.1M
Clark Financial Services Group Inc. 1.68% New 18,869 $3.1M
Farmers & Merchants Trust Co of Chambersburg PA 0.83% Reduce -14.6% 18,851 $3.0M
Elk River Wealth Management LLC 0.50% New 18,743 $3.0M
SIH Partners, LLLP 0.09% New 18,732 $3.0M
First Horizon Corp. 0.13% Add +2.1% 18,688 $3.0M
MontVue Capital Management, Inc. 2.06% Add +0.6% 18,684 $3.0M
Regal Investment Advisors LLC 0.17% Add +3.6% 18,319 $3.0M
Planwiser Financial, LLC 2.14% Reduce -24.4% 17,259 $3.0M
Horizon Financial Services, LLC 1.31% Reduce -19.3% 18,257 $3.0M
AlphaStar Capital Management, LLC 0.22% Reduce -85.1% 18,247 $3.0M
Stolper Co 0.84% Reduce -44.4% 31,715 $2.9M
Analyst IMS Investment Management Services Ltd. 0.09% No change 18,200 $2.9M
Wedbush Securities Inc. 0.09% Add +7.2% 18,065 $2.9M
St. Johns Investment Management Company, LLC 1.23% Add +4.2% 18,055 $2.9M
Capital Advisors, Ltd. LLC 0.33% Add +14.3% 17,945 $2.9M
Associated Banc-Corp 0.08% Reduce -0.3% 17,809 $2.9M
Flagship Harbor Advisors, LLC 0.13% Reduce -11.1% 17,665 $2.9M
Integrated Advisors Network LLC 0.15% Reduce -28.8% 17,598 $2.8M
Flagship Capital Management Inc. 2.09% Add +1.0% 17,571 $2.8M
CMG Global Holdings, LLC 1.35% Add +7.3% 17,551 $2.8M
BigSur Wealth Management LLC 0.79% No change 17,500 $2.8M
Curat Global, LLC 2.78% Add +8.1% 17,679 $2.8M
CoreCap Advisors, LLC 0.10% Add +14.8% 17,423 $2.8M
Herbst Group, LLC 1.74% Add +158.0% 17,395 $2.8M
Chesapeake Wealth Management 0.86% Reduce -7.2% 17,361 $2.8M
Fourth Dimension Wealth, LLC 1.06% Reduce -4.7% 17,279 $2.8M
Webster Bank, N. A. 0.26% No change 17,217 $2.8M
PeakShares LLC 2.53% Add +4.5% 17,027 $2.8M
Commerce Bank 0.01% Add +30.9% 17,020 $2.8M
Bfsg, LLC 0.26% Reduce -3.0% 17,002 $2.7M
Wall Street Financial Group, Inc. 1.62% Reduce -13.4% 16,934 $2.7M
Jacobi Capital Management LLC 0.15% Add +1.5% 16,908 $2.7M
GeoWealth Management, LLC 0.10% Add +7.6% 16,893 $2.7M
Dorsey & Whitney Trust CO LLC 0.15% Add +22.2% 16,830 $2.7M
MMBG Investment Advisors Co. 0.25% Add +5.8% 16,810 $2.7M
Spreng Capital Management, Inc. 1.27% Add +2.5% 16,663 $2.7M
Kestra Private Wealth Services, LLC 0.03% Add +6.4% 16,575 $2.7M
M&T Bank Corp 0.01% Reduce -16.2% 16,475 $2.7M
Independence Wealth Advisors, LLC 1.42% Add +1.2% 16,417 $2.7M
NorthCrest Asset Manangement, LLC 0.08% Reduce -40.4% 16,197 $2.7M
Crew Capital Management, Ltd 1.76% Reduce -1.2% 16,369 $2.6M
RPg Family Wealth Advisory, LLC 0.54% Reduce -11.8% 16,075 $2.6M
Maridea Wealth Management LLC 0.38% Reduce -0.7% 16,047 $2.6M
Whitaker-Myers Wealth Managers, LTD. 0.51% Add +71.5% 15,917 $2.6M
Timothy G. Youngquist 2020 Irrevocable Trust 1.26% New 15,911 $2.6M
Markin Asset Management, LP 2.82% Add +23.7% 15,894 $2.6M
Cary Street Partners Financial LLC 0.06% Reduce -3.4% 15,859 $2.6M
Trust Co 0.24% Reduce -4.7% 15,800 $2.6M
Keebeck Wealth Management 0.29% Reduce -28.4% 15,724 $2.5M
Laurel Wealth Advisors LLC 0.25% Add +5.9% 14,662 $2.5M
Bank of New York Mellon Corp 0.00% Reduce -13.6% 15,639 $2.5M
Everest Financial Group LLC 0.41% New 15,421 $2.5M
Risk Paradigm Group, LLC 2.12% Reduce -14.3% 15,367 $2.5M
Arosa Capital Management LP 1.63% New 15,354 $2.5M
Brown, Lisle/Cummings, Inc. 0.62% Reduce -1.2% 15,264 $2.5M
Federation des caisses Desjardins du Quebec 0.01% Reduce -73.7% 15,245 $2.5M
PCG Asset Management, LLC 1.96% Add +4.5% 15,126 $2.4M
OneDigital Investment Advisors LLC 0.02% Add +1.3% 15,111 $2.4M
Avior Wealth Management, LLC 0.07% Reduce -2.8% 15,102 $2.4M
Graetz Wealth LLC 2.18% Reduce -12.1% 15,076 $2.4M
CreativeOne Wealth, LLC 0.06% Reduce -6.6% 15,008 $2.4M
Parallel Advisors, LLC 0.04% Add +20.0% 15,007 $2.4M
Intrepid Family Office LLC 2.11% New 15,000 $2.4M
Payne Capital LLC 2.21% New 14,883 $2.4M
United Asset Strategies, Inc. 0.19% Reduce -3.4% 14,655 $2.4M
Pine Valley Investments Ltd Liability Co 0.11% Add +32.3% 14,515 $2.3M
Lee Johnson Capital Management, LLC 0.84% Add +71.6% 14,466 $2.3M
Relyea Zuckerberg Hanson LLC 0.24% Reduce -47.5% 14,455 $2.3M
CFC Planning Co LLC 1.68% Reduce -6.2% 14,401 $2.3M
Per Stirling Capital Management, LLC. 0.26% Add +170.4% 14,386 $2.3M
RiverGlades Family Offices LLC 1.37% — 14,374 $2.3M
Csenge Advisory Group 0.11% Reduce -9.2% 14,361 $2.3M
Evercore Wealth Management, LLC 0.04% Add +0.7% 14,292 $2.3M
J. Goldman & Co LP 0.11% New 14,248 $2.3M
Bank of Nova Scotia 0.00% No change 14,135 $2.3M
B. Riley Wealth Advisors, Inc. 0.15% Reduce -21.1% 14,586 $2.3M
Joseph P. Lucia & Associates, LLC 0.81% Add +1.4% 14,095 $2.3M
First Business Financial Services, Inc. 0.20% No change 14,013 $2.3M
Cornerstone Advisory, LLC 0.21% Reduce -0.2% 14,011 $2.3M
Boltwood Capital Management 0.58% Add +1.0% 13,982 $2.3M
Wharton Business Group, LLC 0.09% Reduce -85.1% 13,972 $2.3M
Quattro Financial Advisors LLC 0.68% Add +115.1% 13,900 $2.2M
Everstar Asset Management, LLC 1.20% Reduce -5.1% 13,893 $2.2M
Kingswood Wealth Advisors, LLC 0.11% Add +71.7% 13,827 $2.2M
AdvisorNet Financial, Inc 0.12% Add +3.5% 13,817 $2.2M
Bessemer Group Inc. 0.00% Add +5.0% 13,748 $2.2M
ARS Investment Partners, LLC 0.12% Reduce -11.3% 13,720 $2.2M
VestGen Advisors, LLC 0.06% Add +75.5% 12,653 $2.2M
Alexis Investment Partners, LLC 1.51% Add +8.4% 14,031 $2.2M
Realta Investment Advisors 0.75% Add +7.7% 13,426 $2.2M
Darwin Wealth Management, LLC 0.68% Reduce -11.6% 13,405 $2.2M
Kovack Advisors, Inc. 0.12% Reduce -7.8% 13,197 $2.2M
Ameritas Advisory Services, LLC 0.08% Reduce -29.7% 13,081 $2.1M
Stratos Wealth Advisors, LLC 0.13% Reduce -11.3% 13,071 $2.1M
Perigon Wealth Management, LLC 0.04% Reduce -29.4% 13,066 $2.1M
ES4, LLC 1.36% Add +66.8% 13,028 $2.1M
Sava Infond d.o.o. 0.30% Add +12.5% 12,920 $2.1M
Hilltop Holdings Inc. 0.19% Reduce -13.4% 12,909 $2.1M
Atria Investments, Inc 0.02% Reduce -33.8% 12,901 $2.1M
Wall Capital Group, Inc. 2.22% Add +41.9% 12,864 $2.1M
Landaas & Co. /Wi 0.46% Add +1.8% 12,861 $2.1M
Colony Family Offices, LLC 0.51% No change 12,842 $2.1M
Game Plan Financial Advisors, LLC 0.96% Reduce -22.5% 12,804 $2.1M
MSH Capital Advisors LLC 0.44% New 12,764 $2.1M
Providence First Trust Co 0.73% Reduce -7.5% 12,761 $2.1M
Invst, LLC 0.23% Reduce -9.6% 12,741 $2.1M
Iyo Bank, Ltd. 0.73% New 12,656 $2.0M
Moors & Cabot, Inc. 0.09% Add +2.1% 12,560 $2.0M
Crews Bank & Trust 0.29% Reduce -1.2% 12,550 $2.0M
McGuire Investment Group, LLC 0.23% Add +5.6% 12,499 $2.0M
Choreo, LLC 0.02% Add +2.1% 12,466 $2.0M
HBW Advisory Services LLC 0.21% Add +0.0% 12,401 $2.0M
Harbor Asset Planning, Inc. 1.67% Add +2.1% 12,304 $2.0M
City Center Advisors, LLC 1.84% Add +175.1% 12,301 $2.0M
Stephen J. Garry & Associates, LLC 1.60% New 12,279 $2.0M
Nicolet Bankshares Inc. 0.07% Add +776.1% 12,266 $2.0M
Deltec Asset Management LLC 0.36% No change 12,250 $2.0M
First Manhattan Co. Llc. 0.01% Reduce -3.2% 12,209 $2.0M
Magnolia Capital Management Ltd. 1.33% Add +29.3% 12,207 $2.0M
Modera Wealth Management, LLC 0.02% Reduce -3.6% 12,161 $2.0M
Abbot Financial Management, Inc. 0.83% Reduce -1.9% 12,132 $2.0M
Pinnacle Financial Partners, Inc. 0.01% Add +71.8% 12,028 $1.9M
Okabena Investment Services Inc. 0.37% Add +2.3% 12,021 $1.9M
Bank of Marin 1.42% Add +6.3% 11,987 $1.9M
Marion Wealth Management 0.43% Reduce -1.8% 11,941 $1.9M
Man Group plc 0.00% Add +6644.3% 11,870 $1.9M
CDKV Holdings LLC 1.67% Add +1.0% 11,768 $1.9M
Safe Harbor Fiduciary, LLC 1.81% Add +1.8% 11,739 $1.9M
Advisor OS, LLC 0.14% Reduce -18.3% 11,700 $1.9M
Evoke Wealth, LLC 0.03% Add +50.0% 11,590 $1.9M
Hansen & Associates Financial Group, Inc. 1.00% Reduce -26.7% 11,311 $1.9M
Parsons Capital Management Inc. 0.08% Add +5.5% 11,423 $1.8M
Transamerica Financial Advisors, LLC 0.16% Reduce -8.4% 11,415 $1.8M
Cullen/Frost Bankers, Inc. 0.02% Reduce -4.4% 11,374 $1.8M
Redwood Financial Network Corp 1.21% Reduce -3.6% 11,369 $1.8M
Gallacher Capital Management LLC 0.70% Reduce -32.3% 11,365 $1.8M
Orion Porfolio Solutions, LLC 0.02% Reduce -64.0% 11,324 $1.8M
Caprock Group, LLC 0.04% Add +0.9% 11,280 $1.8M
Terra Nova Asset Management LLC 1.35% Reduce -2.5% 11,271 $1.8M
Sacks & Associates, LLC 1.35% Add +1.3% 11,265 $1.8M
White Pine Investment CO 0.42% Add +24.9% 11,155 $1.8M
Claro Advisors Inc. 0.22% Add +162.3% 11,141 $1.8M
Successful Portfolios LLC 0.99% Reduce -0.1% 11,314 $1.8M
Visionary Wealth Advisors 0.08% Add +568.4% 11,136 $1.8M
Ami Investment Management Inc. 0.40% Add +5.9% 11,091 $1.8M
Belpointe Asset Management LLC 0.07% Add +2.8% 11,036 $1.8M
Glen Eagle Advisors, LLC 0.25% Reduce -1.7% 10,927 $1.8M
Directional Asset Management 1.58% Add +8.7% 10,678 $1.7M
Brandywine Oak Private Wealth LLC 0.14% Reduce -1.6% 10,662 $1.7M
Rockland Trust Co. 0.07% Add +0.8% 10,613 $1.7M
Nwam LLC 0.10% Add +10.6% 10,605 $1.7M
Fearless Solutions, LLC dba Best Invest 1.03% Add +48.6% 10,580 $1.7M
Capitol Family Office, Inc. 2.02% No change 11,020 $1.7M
Ticino Wealth 0.59% Reduce -6.0% 8,918 $1.7M
Polymer Capital Management (HK) LTD 0.24% No change 10,500 $1.7M
Sequent Planning LLC 0.41% Reduce -0.9% 10,493 $1.7M
Southern Capital Services Inc. 1.07% Reduce -11.2% 10,328 $1.7M
Northstar Advisory Group, LLC 0.64% Reduce -9.0% 10,298 $1.7M
Cushing Capital Partners, LLC 1.27% Reduce -5.0% 10,257 $1.7M
Morton Community Bank 0.36% Add +2.1% 10,104 $1.6M
Verus Capital Partners, LLC 0.11% Reduce -1.2% 10,040 $1.6M
Silverlake Wealth Management LLC 0.34% Reduce -6.0% 10,011 $1.6M
Objective Capital Management, LLC 1.63% Reduce -4.0% 9,977 $1.6M
Coastal Bridge Advisors, LLC 0.11% Reduce -2.2% 9,924 $1.6M
Tempo Wealth, LLC 0.28% Add +30.2% 9,906 $1.6M
Proffitt & Goodson Inc. 0.25% Reduce -7.1% 9,896 $1.6M
Gerald Baker Financial Group LLC 0.51% — 9,893 $1.6M
Cascades Capital Asset Management, LLC 0.68% Add +53.4% 9,850 $1.6M
Financial Sense Advisors, Inc. 0.37% Reduce -2.7% 9,783 $1.6M
Compass Capital Corp. /Ma/ 0.57% Reduce -3.7% 9,036 $1.6M
Marshall Investment Management, LLC 0.75% Reduce -10.3% 9,711 $1.6M
Atlantic Union Bankshares Corp 0.03% Add +2.4% 9,700 $1.6M
Cornerstone Wealth Management, LLC 0.08% Reduce -37.5% 9,693 $1.6M
Cresta Advisors, Ltd. 0.64% Reduce -1.0% 9,618 $1.6M
Elm Partners Management LLC 0.07% Add +26.8% 9,877 $1.5M
Copia Wealth Management 1.06% Add +346.6% 9,545 $1.5M
RCW Management, LLC 1.57% No change 9,472 $1.5M
Orca Investment Management, LLC 1.30% Reduce -0.4% 9,453 $1.5M
Circle Wealth Management, LLC 0.02% Add +21.4% 9,432 $1.5M
Wellspring Financial Advisors, LLC 0.11% Reduce -16.3% 9,404 $1.5M
Calton & Associates, Inc. 0.22% Add +3.6% 9,398 $1.5M
Citizens Financial Group Inc. 0.02% Reduce -3.8% 9,365 $1.5M
Wealthfront Advisers LLC 0.00% Add +17.6% 9,295 $1.5M
Nova Wealth Management, Inc. 0.98% Reduce -0.3% 9,262 $1.5M
Windsor Capital Management, LLC 0.45% Reduce -2.9% 9,224 $1.5M
Credit Agricole S A 0.00% Add +1379.3% 9,142 $1.5M
Fifth Third Securities, Inc. 0.10% Reduce -0.7% 9,121 $1.5M
Transcend Capital Advisors, LLC 0.12% Add +0.2% 9,118 $1.5M
Simon Quick Advisors, LLC 0.07% Add +135.3% 9,118 $1.5M
Absolute Capital Management, LLC 0.49% Reduce -3.2% 9,087 $1.5M
First Bancorp, Inc 0.73% No change 9,086 $1.5M
Wilmington Savings Fund Society, FSB 0.03% Add +3.1% 9,034 $1.5M
Gilliland Jeter Wealth Management LLC 0.43% Add +0.0% 8,994 $1.5M
Tocqueville Asset Management L.P. 0.02% Add +2.0% 8,970 $1.5M
Cypress Asset Management Inc. 0.34% Reduce -1.1% 8,934 $1.4M
NBT Bank, N.A. 0.09% Reduce -1.2% 8,923 $1.4M
Tulsa Wealth Advisors, INC 0.25% New 8,902 $1.4M
Worth Asset Management, LLC 0.54% New 8,879 $1.4M
Financial Engines Advisors L.L.C. 0.00% Add +0.1% 8,862 $1.4M
Alchemi Wealth, LLC 0.79% Add +52.7% 8,814 $1.4M
Valeo Financial Advisors, LLC 0.03% Reduce -2.0% 8,762 $1.4M
Mgo One Seven LLC 0.03% Reduce -0.3% 8,761 $1.4M
Fulcrum Equity Management 1.38% Add +30.6% 8,736 $1.4M
Banco Santander, S.A. 0.01% Add +12.8% 8,688 $1.4M
Principle Wealth Partners LLC 0.08% Reduce -0.4% 8,688 $1.4M
OpenArc Corporate Advisory, LLC 0.02% Add +20.0% 8,675 $1.4M
Aspen Investment Management Inc 0.43% Reduce -1.5% 8,628 $1.4M
Founders Grove Wealth Partners, LLC 0.32% No change 8,616 $1.4M
E&G Advisors, LLC 0.31% Add +6.9% 8,564 $1.4M
Strategic Blueprint, LLC 0.08% Add +29.4% 8,497 $1.4M
Beaumont Financial Advisors, LLC 0.09% Reduce -13.3% 8,440 $1.4M
Accel Wealth Management 0.36% Add +92.7% 8,438 $1.4M
PFG Investments, LLC 0.06% Add +4.2% 8,428 $1.4M
OneAscent Financial Services LLC 0.07% Add +275.4% 8,416 $1.4M
Neville Rodie & Shaw Inc. 0.10% Add +40.0% 8,400 $1.4M
Ausdal Financial Partners, Inc. 0.06% Add +14.8% 8,403 $1.4M
Meridian Wealth Management, LLC 0.05% Add +26.0% 8,386 $1.4M
Wealthgarden F.S. LLC 0.92% Add +9.3% 8,360 $1.4M
Jaffetilchin Investment Partners, LLC 0.08% Add +62.0% 8,351 $1.4M
Brown Advisory Inc. 0.00% Reduce -6.3% 8,342 $1.3M
Founders Financial Alliance, LLC 0.24% Reduce -6.3% 8,328 $1.3M
Roberts Wealth Advisors, LLC 0.34% Add +3.5% 8,316 $1.3M
Investment Management Trust, LLC 1.30% — 8,263 $1.3M
CIBC Bancorp USA Inc. 0.00% — 8,224 $1.3M
Ruggiero Investments, Inc. 1.28% Reduce -0.9% 8,196 $1.3M
Evanson Asset Management, LLC 0.07% Reduce -0.2% 8,188 $1.3M
Sentinel Trust Co. Lba 0.13% No change 8,135 $1.3M
Simplex Trading, LLC 0.04% New 8,071 $1.3M
Plimoth Trust Co. LLC 0.29% Reduce -3.7% 8,022 $1.3M
Washington Growth Strategies LLC 0.85% Add +1.9% 8,003 $1.3M
Yelin Lapidot Holdings Management Ltd. 0.27% No change 8,000 $1.3M
Point Windward Advisors Inc. 0.66% Reduce -0.9% 7,982 $1.3M
Retirement Planning Group, LLC 0.04% Add +1.3% 7,953 $1.3M
Fort Baker Capital Management LP 0.14% New 7,950 $1.3M
Signet Financial Management, LLC 0.14% Reduce -14.1% 7,929 $1.3M
WESPAC Advisors, LLC 0.70% New 7,908 $1.3M
Blue Chip Partners, LLC 0.09% Reduce -13.7% 7,904 $1.3M
Insigneo Advisory Services, LLC 0.09% Add +10.8% 7,859 $1.3M
Pallas Capital Advisors LLC 0.05% Reduce -13.0% 7,842 $1.3M
Counterweight Ventures, LLC 0.71% Add +6.2% 7,835 $1.3M
Signature Equity Partners, LLC 0.68% Reduce -43.6% 7,824 $1.3M
Symmetry Partners, LLC 0.07% Add +158.8% 7,777 $1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.15% Add +1.6% 7,766 $1.3M
Elmwood Wealth Management, Inc. 0.35% Add +1.6% 7,742 $1.3M
Journey Advisory Group, LLC 0.11% Reduce -1.9% 7,711 $1.2M
Lunt Capital Management, Inc. 0.48% Add +5.0% 7,696 $1.2M
Capital Investment Counsel, Inc 0.15% Reduce -0.9% 7,667 $1.2M
Essex Financial Services, Inc. 0.07% Add +14.5% 7,661 $1.2M
Vilga Financial Planning LLC 1.11% Reduce -0.5% 7,654 $1.2M
Johnson Investment Counsel Inc. 0.01% Add +4.4% 7,631 $1.2M
DRW Securities, LLC 0.07% Reduce -85.5% 7,602 $1.2M
Beacon Bridge Wealth Partners, LLC 0.41% Add +5.7% 7,569 $1.2M
Financial & Tax Architects, LLC 0.27% Reduce -1.1% 7,520 $1.2M
Fagan Associates, Inc. 0.17% Reduce -0.4% 7,514 $1.2M
Olistico Wealth, LLC 0.60% Add +0.6% 7,478 $1.2M
Ibex Wealth Advisors 0.11% New 7,456 $1.2M
Icon Wealth Advisors, LLC 0.08% Add +0.2% 7,084 $1.2M
Neuberger Berman Group LLC 0.00% Reduce -0.7% 7,382 $1.2M
Bradley Foster & Sargent Inc. 0.02% Add +0.3% 7,286 $1.2M
Advyzon Investment Management, LLC 0.11% Add +20.3% 7,284 $1.2M
Spartan Wealth Advisory Services LLC 0.10% — 7,249 $1.2M
Rik Saylor Financial, Inc. 0.89% Add +0.5% 7,245 $1.2M
Monetary Management Group Inc. 0.28% Add +0.3% 7,225 $1.2M
LongView Wealth Management 0.29% Add +2.0% 6,717 $1.2M
SeaCrest Wealth Management, LLC 0.12% Add +7.3% 7,188 $1.2M
Galvin, Gaustad & Stein, LLC 0.09% New 7,181 $1.2M
Financial Insights, Inc. 0.37% Add +2.5% 7,148 $1.2M
Hudson Value Partners, LLC 0.34% Add +4.9% 7,132 $1.2M
SMI Advisory Services, LLC 0.19% Reduce -33.0% 6,957 $1.1M
Houlihan Financial Resource Group, Ltd. 0.44% No change 7,052 $1.1M
Audent Global Asset Management, LLC 1.13% Reduce -69.6% 7,000 $1.1M
Black Swift Group, LLC 0.20% Add +0.0% 7,000 $1.1M
Sovran Advisors, LLC 0.09% Reduce -4.9% 6,477 $1.1M
Keel Point, LLC 0.08% Add +82.1% 6,946 $1.1M
Madden Advisory Services, Inc. 0.44% Reduce -4.6% 6,944 $1.1M
Wealthspire Advisors, LLC 0.01% Reduce -7.1% 6,883 $1.1M
Montag A & Associates Inc. 0.05% Add +3.9% 6,881 $1.1M
Burke & Herbert Bank & Trust Co. 0.31% Add +5.3% 6,875 $1.1M
Private Trust Co. NA 0.10% Add +6.1% 6,785 $1.1M
One Charles Private Wealth Services, LLC 0.27% Reduce -5.8% 6,738 $1.1M
Koshinski Asset Management, Inc. 0.07% Add +12.2% 6,713 $1.1M
Exencial Wealth Advisors, LLC 0.03% Reduce -4.7% 6,713 $1.1M
Smith Salley Wealth Management 0.05% Reduce -2.1% 6,674 $1.1M
Nations Financial Group Inc, /Ia/ 0.06% Add +5.7% 6,652 $1.1M
Bison Wealth, LLC 0.10% Add +27.3% 6,180 $1.1M
Donaldson Capital Management, LLC 0.03% Add +10.4% 6,620 $1.1M
Aptus Capital Advisors, LLC 0.01% Add +2.1% 6,544 $1.1M
Sanchez Gaunt Capital Management, LLC 0.66% — 6,503 $1.1M
Rossby Financial, LCC 0.22% Add +732.7% 6,395 $1.1M
Global Endowment Management, LP 0.12% No change 6,500 $1.1M
Brookwood Investment Group LLC 0.13% Reduce -43.1% 6,497 $1.1M
Midwestern Financial, LLC 0.82% Add +0.3% 6,461 $1.0M
Activest Wealth Management 0.18% Reduce -9.3% 6,441 $1.0M
University of Texas/Texas Am Investment Management Co. 0.15% Add +12.4% 6,423 $1.0M
Wealthstar Advisors, LLC 0.62% Reduce -1.1% 6,407 $1.0M
Spruce Point Capital Management, LLC 1.38% New 6,400 $1.0M
Lynch & Associates 0.19% No change 6,375 $1.0M
GenTrust, LLC 0.04% Add +304.3% 6,372 $1.0M
Simplicity Wealth,LLC 0.06% Add +70.8% 6,330 $1.0M
Point72 Asset Management 0.00% Add +109.0% 6,317 $1.0M
Quantbot Technologies LP 0.04% New 6,307 $1.0M
Independence Bank of Kentucky 0.13% Reduce -2.1% 6,304 $1.0M
Composition Wealth, LLC 0.01% Reduce -28.9% 6,268 $1.0M
Constitution Capital LLC 0.50% Reduce -10.5% 6,240 $1.0M
Providence Capital Advisors, LLC 0.16% Add +3.9% 6,196 $1.0M
MKT Advisors LLC 0.33% Add +0.0% 6,059 $995K
Dimension Capital Management LLC 0.14% No change 6,133 $992K
Cornerstone Select Advisors, LLC 0.62% New 6,077 $983K
Smartleaf Asset Management LLC 0.04% Add +3.7% 6,246 $978K
Cape Ann Savings Bank 0.49% Add +1.7% 6,029 $975K
Tsfg, LLC 0.15% Reduce -15.5% 6,016 $973K
CVS HEALTH Corp 0.46% New 6,000 $970K
Financiere des Professionnels - Fonds d'investissement inc. 0.06% No change 6,000 $970K
Van Cleef Asset Management,Inc 0.10% No change 5,975 $966K
Deutsche Bank AG 0.00% Reduce -2.8% 5,975 $966K
Kanawha Capital Management LLC 0.07% Reduce -0.5% 5,965 $965K
Pettyjohn, Wood & White, Inc. 0.15% Add +4.3% 5,950 $962K
Vertex Planning Partners, LLC 0.19% Add +18.9% 5,896 $954K
Dumont & Blake Investment Advisors LLC 0.24% Reduce -1.0% 5,878 $951K
Kessler Investment Group, LLC 0.45% Reduce -0.1% 5,859 $948K
First Citizens Financial Corp 0.44% Reduce -0.9% 5,820 $941K
Asset One Wealth Management LLC 0.10% Add +4.7% 5,468 $937K
Acorn Financial Advisory Services Inc. 0.13% Add +13.0% 5,743 $929K
Flputnam Investment Management Co. 0.01% Reduce -23.6% 5,716 $924K
Apollon Wealth Management, LLC 0.01% Add +2.8% 5,704 $922K
Savant Capital, LLC 0.00% Add +49.3% 5,663 $916K
World Equity Group, Inc. 0.24% Reduce -9.6% 5,647 $913K
Twin Focus Capital Partners, LLC 0.10% Reduce -10.3% 5,635 $911K
Stephens Inc. 0.01% Add +24.2% 5,615 $908K
Kagan Cocozza Asset Management 0.64% Reduce -9.4% 5,611 $907K
NWF Advisory Services Inc. 0.10% Reduce -29.9% 5,603 $906K
Creative Financial Designs Inc. 0.05% Add +1.6% 5,582 $903K
Strategic Financial Concepts, LLC 0.22% New 5,567 $900K
D.B. Root & Company, LLC 0.21% Add +271.9% 5,556 $899K
Whittier Trust Co. 0.01% Reduce -21.4% 5,450 $897K
Focus Financial Network, Inc. 0.03% Reduce -11.9% 5,529 $894K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -58.1% 5,506 $890K
Ciovacco Capital Management LLC 0.52% Reduce -0.5% 5,493 $888K
Fortress Private Ledger, LLC 0.28% Add +21.4% 5,480 $886K
Inspire Advisors, LLC 0.07% Reduce -8.3% 5,445 $881K
First National Bank of Omaha 0.03% Reduce -13.4% 5,618 $880K
Investment Partners, LTD. 0.31% Reduce -3.0% 5,440 $880K
Luminist Capital LLC 1.17% Reduce -10.1% 5,425 $877K
Leuthold Group, LLC 0.09% Reduce -14.9% 5,349 $865K
Geneos Wealth Management Inc. 0.02% Reduce -69.6% 5,328 $862K
Burford Brothers, Inc. 0.35% Reduce -0.9% 5,319 $860K
Arrow Financial Corp 0.09% No change 5,319 $860K
Integrity Alliance, Llc. 0.03% Add +14.5% 5,273 $853K
Alliancebernstein L.P. 0.00% Reduce -79.0% 5,419 $841K
Addison Advisors LLC 0.18% No change 5,163 $835K
Owen LaRue, LLC 0.32% New 5,157 $834K
Wolff Financial Management LLC 0.18% No change 5,156 $834K
Beaton Management Co. Inc. 0.37% No change 5,126 $829K
Bullock Wealth Management Group 0.41% Add +8.0% 5,013 $824K
Jacobs Equity LLC 0.74% Reduce -16.0% 5,091 $823K
4WEALTH Advisors, Inc. 0.69% Add +8.1% 5,190 $813K
Roehl & Yi Investment Advisors, LLC 0.30% Reduce -3.4% 5,000 $809K
Baker Avenue Asset Management, LP 0.02% Add +5.4% 4,999 $808K
ELCO Management Co., LLC 0.39% No change 4,980 $805K
Venture Visionary Partners LLC 0.03% Reduce -4.8% 4,963 $803K
Wealth Watch Advisors, INC 0.34% Add +287.1% 4,962 $803K
Chartist Inc. 0.58% Reduce -1.4% 4,958 $802K
Fidelis Capital Partners, LLC 0.06% Reduce -13.2% 4,943 $799K
Cullen Capital Management, LLC 0.01% Reduce -97.9% 4,935 $798K
Bricktown Capital, LLC 0.16% No change 4,933 $798K
RPG Investment Advisory, LLC 0.10% Add +5.1% 4,913 $795K
Ifrah Financial Services, Inc. 0.21% Add +48.8% 4,883 $790K
Finward Bancorp 0.63% Reduce -0.2% 4,878 $789K
Duncker Streett & Co. Inc. 0.15% Add +21.3% 4,878 $789K
United Bank 0.26% Add +15.3% 4,876 $789K
Capital Investment Advisory Services, LLC 0.06% Reduce -1.2% 4,875 $788K
Mark Sheptoff Financial Planning, LLC 0.42% Add +17.9% 4,570 $788K
Personal Cfo Solutions, LLC 0.11% Add +5.2% 4,859 $786K
Ally Invest Advisors Inc. 0.05% Reduce -2.1% 4,858 $786K
Vise Technologies, Inc. 0.02% No change 5,057 $784K
Florida Financial Advisors, LLC 0.19% Add +37.6% 4,849 $784K
Schnieders Capital Management, Llc. 0.13% No change 4,843 $783K
Focus Partners Advisor Solutions, LLC 0.01% Add +51.6% 4,816 $779K
Meridian Wealth Advisors, LLC 0.10% No change 4,805 $777K
Rockingstone Advisors LLC 0.36% Reduce -0.5% 4,800 $776K
Patton Albertson Miller Group, LLC 0.09% No change 4,797 $776K
True Vision MN LLC 0.40% Reduce -0.6% 4,795 $775K
Bailard, Inc. 0.02% No change 4,788 $774K
Ameritas Investment Partners, Inc. 0.02% Reduce -0.1% 4,777 $773K
Legacy Capital Group California, Inc. 0.29% Reduce -17.5% 4,766 $771K
Flagstar Securities, Inc. 0.28% Reduce -4.1% 4,756 $769K
AmeriServ Wealth Advisors 0.49% Reduce -13.0% 4,753 $769K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -0.2% 4,745 $767K
XTX Topco Ltd 0.01% Reduce -81.3% 4,743 $767K
Rothschild Wealth LLC 0.07% Reduce -6.8% 4,722 $764K
James Investment Research, Inc. 0.09% Reduce -6.2% 4,705 $761K
Moneta Group Investment Advisors LLC 0.01% Add +0.6% 4,700 $760K
Gateway Investment Advisers LLC 0.01% No change 4,700 $760K
First National Bank of Hutchinson 0.48% Reduce -41.9% 4,680 $757K
First Foundation Advisors 0.03% Reduce -11.7% 4,666 $755K
Fairview Capital Investment Management, LLC 0.04% Add +170.4% 4,641 $751K
BLB&B Advisors, LLC 0.03% Reduce -65.7% 4,637 $750K
Security Financial Services, INC. 0.12% No change 4,628 $748K
Debussy Capital Management LP 0.10% Reduce -2.6% 4,625 $748K
CHICAGO TRUST Co NA 0.12% No change 4,621 $747K
Aviance Capital Partners, LLC 0.09% No change 4,617 $747K
Contravisory Investment Management, Inc. 0.15% Reduce -43.8% 4,554 $737K
Valmark Advisers, Inc. 0.01% Reduce -16.3% 4,551 $736K
CWA Asset Management Group, LLC 0.03% Reduce -0.9% 4,543 $735K
Tyche Wealth Partners LLC 0.11% Reduce -0.0% 4,537 $734K
Stonebridge Financial Group, LLC 0.06% Reduce -97.4% 4,524 $732K
Fourpath Capital Management, LLC 0.10% Reduce -93.8% 4,522 $731K
Argent Trust Co 0.02% Reduce -10.6% 4,503 $728K
Hillcrest Wealth Advisors - NY, LLC 0.29% No change 4,500 $728K
VCI Wealth Management LLC 0.20% Reduce -9.5% 4,494 $727K
MBA Advisors LLC 0.28% Reduce -3.2% 4,491 $726K
Empower Advisory Group, LLC 0.00% Reduce -2.2% 4,484 $725K
VestGen Investment Management 0.40% Reduce -47.8% 4,481 $725K
McAdam, LLC 0.03% Add +23.6% 4,464 $722K
Jain Global LLC 0.01% Reduce -0.9% 4,461 $721K
Sigma Investment Counselors Inc. 0.04% Add +26.4% 4,449 $720K
Hexagon Capital Partners LLC 0.10% New 4,419 $715K
Occidental Asset Management, LLC 0.08% Add +5.3% 4,385 $709K
CENTRAL TRUST Co 0.01% Reduce -13.5% 4,379 $708K
Walsh & Associates, LLC 0.70% Reduce -4.0% 4,375 $708K
Nixon Peabody Trust Co. 0.06% No change 4,343 $702K
Global Assets Advisory, LLC 0.20% Reduce -3.0% 4,338 $702K
Stock Yards Bank & Trust Co. 0.02% Add +15.6% 4,315 $698K
Condor Capital Management 0.06% Reduce -9.1% 4,305 $696K
Ballast Rock Private Wealth LLC 0.38% No change 4,300 $695K
One Day In July LLC 0.06% Add +14.0% 4,288 $693K
Goelzer Investment Management, Inc. 0.03% Add +57.3% 4,282 $693K
Quarry LP 0.14% New 4,280 $692K
Breakwater Capital Group 0.09% Add +23.0% 4,276 $692K
Gateway Wealth Partners, LLC 0.03% Add +96.6% 4,259 $689K
Bramshill Investments, LLC 0.06% No change 4,250 $687K
MV Capital Management, Inc. 0.07% No change 4,136 $669K
Avalon Capital Management 0.19% No change 4,121 $666K
Solstein Capital, LLC 0.27% Add +1.7% 4,098 $663K
Evernest Financial Advisors, LLC 0.14% No change 3,829 $660K
Beacon Financial Advisory LLC 0.15% Add +0.1% 4,069 $658K
Wesbanco Bank Inc. 0.02% Add +11.3% 4,067 $658K
Sapient Capital LLC 0.01% Reduce -19.6% 4,065 $657K
Collaborative Wealth Managment Inc. 0.30% Reduce -8.2% 4,042 $654K
Diversify Wealth Management, LLC 0.01% New 3,839 $652K
Wedmont Private Capital 0.02% Add +1.6% 3,823 $652K
Mainsail Asset Management, LLC 0.29% No change 4,003 $647K
Jackson Hole Capital Partners, LLC 0.11% Add +0.0% 4,002 $647K
EPG Wealth Management LLC 0.18% Add +8.6% 3,994 $646K
Virtu Financial LLC 0.03% New 3,983 $644K
Brown Miller Wealth Management, LLC 0.18% No change 3,981 $644K
Ark Wealth Advisors LLC 0.63% Reduce -26.2% 3,959 $640K
Ieq Capital, LLC 0.00% Add +11.4% 3,942 $638K
Fortis Group Advisors, LLC 0.11% Add +10.8% 3,647 $636K
Ingalls & Snyder LLC 0.02% Reduce -2.7% 3,928 $635K
Richards, Merrill & Peterson, Inc. 0.23% Add +2303.1% 3,845 $622K
Grantvest Financial Group LLC 0.40% Add +3.4% 3,825 $619K
JM2 Capital Inc. 0.51% Add +3.8% 3,819 $618K
Runnymede Capital Advisors, Inc. 0.53% New 3,787 $612K
Hudock, Inc. 0.09% Add +39.4% 3,746 $606K
Leavell Investment Management, Inc. 0.02% Add +12.8% 3,720 $602K
GWN Securities Inc. 0.12% Reduce -6.9% 3,717 $601K
Bernard Wealth Management Corp. 0.26% Reduce -0.1% 3,705 $599K
Regal Partners Ltd 0.03% Reduce -66.8% 3,697 $598K
Daymark Wealth Partners, LLC 0.02% Add +61.4% 3,684 $596K
Iams Wealth Management, LLC 0.21% Add +6.2% 3,672 $594K
Orser Capital Management, LLC 0.39% No change 3,670 $594K
RDA Financial Network 0.15% Reduce -1.2% 3,670 $594K
WASHINGTON TRUST Co 0.02% Reduce -1.1% 3,667 $593K
Diligent Investors, LLC 0.15% Reduce -6.4% 3,664 $593K
Trust Point Inc. 0.05% Reduce -0.7% 3,639 $589K
Hazlett, Burt & Watson, Inc. 0.18% No change 3,625 $585K
Caliber Wealth Management, LLC / KS 0.06% Add +0.0% 3,610 $584K
Headlands Technologies LLC 0.07% New 3,602 $583K
One Capital Management, LLC 0.02% Reduce -3.8% 3,599 $582K
Perryman Financial Advisory Inc. 0.09% Add +2.7% 3,597 $582K
Pekin Hardy Strauss, Inc. 0.06% Reduce -3.2% 3,596 $582K
American Institute for Advanced Investment Management, LLP 0.38% Add +0.3% 3,592 $581K
Hills Bank & Trust Co 0.03% New 3,588 $580K
Ipsen Advisor Group LLC 0.41% Add +0.3% 3,580 $579K
Mission Wealth Management, LP 0.01% Reduce -14.3% 3,574 $578K
Cornerstone National Bank & Trust Co 0.21% Add +34.1% 3,514 $578K
Arax Advisory Partners 0.02% Reduce -35.9% 3,561 $577K
Redhawk Wealth Advisors, Inc. 0.06% Add +68.1% 3,564 $576K
JNBA Financial Advisors 0.05% Reduce -0.0% 3,562 $576K
Betterment LLC 0.00% Add +79.1% 3,563 $576K
Astra Wealth Partners LLC 0.36% Add +1.1% 3,556 $575K
Columbia Advisory Partners LLC 0.37% Reduce -24.2% 3,540 $573K
Hyundai Investments Co., Ltd. 0.64% Reduce -6.9% 3,642 $570K
Summit Wealth Partners, LLC 0.09% New 3,525 $570K
Cozad Asset Management Inc. 0.04% No change 3,524 $570K
Avestar Capital, LLC 0.04% Reduce -0.6% 3,507 $567K
Greystone Financial Group, LLC 0.16% Reduce -12.6% 3,503 $567K
LFA - Lugano Financial Advisors SA 0.29% No change 3,500 $566K
Nvwm, LLC 0.13% Reduce -0.2% 3,498 $566K
Essex Bank 0.12% No change 3,487 $564K
Capital Wealth Alliance, LLC 0.25% Reduce -0.5% 3,460 $560K
Fiduciary Trust Co 0.01% Reduce -5.6% 3,445 $557K
Alteri Wealth LLC 0.18% Reduce -0.4% 3,424 $554K
Pitcairn Wealth Advisors LLC 0.05% No change 3,556 $552K
Elevated Capital Advisors, LLC 0.14% Add +1.3% 3,377 $546K
Fjell Capital, LLC 0.42% Add +3.8% 3,368 $545K
Redstone Wealth Management, LLC 0.43% No change 3,368 $545K
Acorns Advisers, LLC 0.00% Add +17.2% 3,364 $544K
Equitable Trust Co. 0.03% Add +0.2% 3,354 $542K
Ritholtz Wealth Management 0.01% Add +2.9% 3,346 $541K
American Financial Advisors, LLC 0.07% Add +0.2% 3,332 $539K
Second Half Financial Partners, LLC 0.24% Add +60.0% 3,319 $537K
Cladis Investment Advisory, LLC 0.29% No change 3,315 $536K
Cassaday & Co Wealth Management LLC 0.01% No change 3,305 $535K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.79% Add +17.9% 3,300 $534K
Archford Capital Strategies, LLC 0.06% No change 3,297 $533K
Savvy Advisors, Inc. 0.01% Add +11.3% 3,286 $531K
Shelton Capital Management 0.01% New 3,266 $528K
Brighton Jones LLC 0.01% New 3,265 $528K
Intellectus Partners, LLC 0.11% No change 3,260 $527K
Acropolis Investment Management, LLC 0.02% No change 3,257 $527K
Insight Advisors, LLC/ PA 0.10% Add +25.0% 3,242 $524K
Guardian Asset Advisors, LLC 0.31% Add +11.0% 3,235 $523K
Sharp Wealth Advisory, LLC 0.26% Add +6.5% 3,230 $522K
Legacies Wealth LLC 0.33% No change 3,229 $522K
Clearstead Advisors, LLC 0.00% No change 3,225 $522K
Gibbs Wealth Management 0.07% Add +70.7% 3,222 $521K
Kiley Juergens Wealth Management, LLC 0.09% New 3,220 $521K
Stonebrook Private Inc. 0.11% Reduce -6.9% 3,216 $520K
Monograph Wealth Advisors, LLC 0.05% No change 3,210 $519K
Allen Investment Management, LLC 0.01% No change 3,202 $518K
Berbice Capital Management LLC 0.34% Add +3.2% 3,200 $518K
InTrack Investment Management Inc 0.29% Reduce -2.2% 3,200 $518K
Bragg Financial Advisors, Inc 0.02% Reduce -2.8% 3,178 $514K
GM Advisory Group, LLC 0.02% New 3,158 $511K
Flagship Private Wealth, LLC 0.21% Add +44.8% 3,155 $510K
Blue Trust, Inc. 0.01% Add +69.0% 3,148 $509K
Lanark Financial, Inc. 0.04% Reduce -2.3% 3,145 $509K
McKinley Carter Wealth Services, Inc. 0.03% Add +21.6% 3,143 $508K
Strategic Advisors LLC 0.08% Add +2.2% 3,140 $508K
Golden State Wealth Management, LLC 0.06% Reduce -62.6% 3,126 $506K
Mma Asset Management LLC 0.18% Reduce -4.5% 3,126 $506K
Gsa Capital Partners LLP 0.03% Add +27.9% 3,114 $504K
Lewis Asset Management, LLC 0.21% Reduce -0.9% 3,116 $504K
Americana Partners, LLC 0.01% No change 3,115 $504K
Glassman Wealth Services 0.07% Reduce -8.7% 3,107 $502K
Alpine Global Management, LLC 0.09% New 3,106 $502K
Lionshead Wealth Management, LLC 0.37% No change 3,095 $501K
Berger Financial Group, Inc 0.03% Reduce -2.4% 3,090 $500K
Y.D. More Investments Ltd 0.02% Add +27.7% 3,109 $498K
Financial Partners Group, Inc 0.06% Reduce -4.0% 3,065 $496K
WNY Asset Management, LLC 0.05% — 3,064 $496K
Procyon Advisors, LLC 0.02% Reduce -4.5% 3,061 $495K
Lake Street Private Wealth, LLC 0.06% Add +11.9% 3,061 $495K
Portside Wealth Group, LLC 0.07% Add +4.7% 3,037 $491K
Churchill Financial Advisors, LLC 0.10% New 3,030 $490K
Core Wealth Partners LLC 0.23% Add +0.3% 3,013 $487K
Wulff, Hansen & Co. 0.50% No change 3,010 $487K
ClearAlpha Technologies LP 1.00% New 3,007 $486K
Prentice Wealth Management LLC 0.11% Reduce -6.8% 3,001 $485K
Chicago Partners Investment Group LLC 0.01% Reduce -0.7% 2,837 $485K
Encore Global Management, LP 0.34% — 3,000 $485K
Northstar Group, Inc. 0.07% No change 2,998 $485K
Russell Investments Group, Ltd. 0.00% Add +17.3% 2,986 $483K
Provenance Wealth Advisors, LLC 0.05% No change 2,982 $482K
Midwest Financial Group LLC 0.20% Add +21.6% 2,973 $481K
UNIVEST FINANCIAL Corp 0.03% Reduce -72.0% 2,951 $477K
First National Trust Co 0.02% Reduce -26.6% 2,938 $475K
Global Financial Private Client, LLC 0.16% No change 2,937 $475K
Forum Financial Management, LP 0.01% New 2,935 $475K
Arlington Capital Management, Inc. 0.27% Add +1.9% 2,935 $475K
Vontobel Holding Ltd. 0.00% Add +7.5% 2,913 $471K
Capstone Wealth Management Group, LLC 0.20% New 2,912 $471K
Keystone Financial Group 0.03% Reduce -66.5% 2,911 $471K
Seelaus Asset Management LLC 0.34% No change 2,905 $470K
Wellington Management Group LLP 0.00% Add +89.8% 2,899 $469K
Seven Springs Wealth Group, LLC 0.11% No change 2,884 $467K
Rwa Wealth Partners, LLC 0.01% Add +27.1% 2,879 $466K
Tiller Private Wealth, Inc. 0.16% Add +0.7% 2,870 $464K
Angeles Wealth Management, LLC 0.03% Add +157.0% 2,868 $464K
Chemistry Wealth Management LLC 0.08% Add +0.0% 2,861 $463K
QRG Capital Management, Inc. 0.00% Add +47.2% 2,857 $462K
CVFG LLC 0.06% Add +2.3% 2,854 $462K
MLP3, LLC 0.51% No change 2,841 $460K
Well Done, LLC 0.07% Add +5.8% 2,840 $459K
Dearborn Partners LLC 0.02% Add +21.4% 2,835 $459K
Richmond Investment Services, LLC 0.07% Reduce -4.6% 2,818 $456K
Roman Butler Fullerton & Co. 0.13% New 2,670 $455K
Bulwark Capital Corp 0.28% Reduce -0.2% 2,810 $454K
WP Advisors, LLC 0.12% Add +0.2% 2,802 $453K
Arista Wealth Management, LLC 0.05% No change 2,777 $449K
Richard W. Paul & Associates, LLC 0.15% Reduce -2.6% 2,757 $446K
Traction Financial Partners, LLC 0.27% Reduce -1.6% 2,750 $445K
Beese Fulmer Investment Management, Inc. 0.03% Reduce -0.1% 2,750 $445K
Allegheny Financial Group 0.06% Add +2.5% 2,744 $444K
Destiny Wealth Partners, LLC 0.05% No change 2,735 $442K
Earned Wealth Advisors, LLC 0.03% Add +2.7% 2,709 $438K
Chilton Capital Management LLC 0.02% Reduce -1.3% 2,695 $436K
Ledyard National Bank 0.04% Reduce -2.9% 2,690 $435K
Titleist Asset Management, LLC 0.03% Reduce -11.0% 2,690 $435K
Vident Advisory, LLC 0.00% Reduce -31.4% 2,673 $432K
Hopwood Financial Services, Inc. 0.29% Reduce -3.8% 2,656 $430K
Councilmark Asset Management, LLC 0.25% No change 2,650 $429K
Cypress Wealth Services, LLC 0.06% No change 2,647 $428K
Legacy Edge Advisors, LLC 0.04% Reduce -2.7% 2,645 $428K
Range Advisory, LLC 0.08% Add +5.5% 2,643 $428K
Auxano Advisors, LLC 0.09% No change 2,636 $426K
Flywheel Private Wealth LLC 0.24% No change 2,632 $426K
Westside Investment Management, Inc. 0.07% Add +4.0% 2,614 $424K
Haverford Trust Co 0.00% No change 2,609 $422K
International Assets Investment Management, LLC 0.03% Reduce -7.0% 2,567 $421K
Richardson Financial Services Inc. 0.26% New 2,606 $421K
TSG Advice Partners, LLC 0.06% Add +4.2% 2,595 $420K
Financial Management Network Inc. 0.06% Add +2.4% 2,418 $416K
Hamilton Capital Partners, LLC 0.13% Reduce -67.8% 2,574 $416K
KMG Fiduciary Partners, LLC 0.03% No change 2,568 $415K
Northbridge Financial Group, LLC 0.18% Reduce -0.8% 2,404 $415K
Private Management Group Inc. 0.01% No change 2,559 $414K
Clear Wave Wealth Management LLC 0.10% — 2,547 $412K
Strategies Wealth Advisors, LLC 0.04% Reduce -8.8% 2,547 $412K
IFC Advisors LLC 0.06% No change 2,539 $411K
Peak Retirement Planning, Inc. 0.08% New 2,537 $410K
Delta Investment Management, LLC 0.07% Add +0.3% 2,531 $409K
tru Independence LLC 0.20% Reduce -0.6% 2,486 $402K
BBR Partners, LLC 0.02% Reduce -36.0% 2,474 $400K
Valicenti Advisory Services Inc. 0.09% Reduce -11.3% 2,473 $400K
Astoria Portfolio Advisors LLC. 0.09% Reduce -1.3% 2,312 $399K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -0.2% 2,452 $397K
Sun Group Wealth Partners 0.31% New 2,450 $396K
Sharkey, Howes & Javer 0.05% No change 2,450 $396K
CRA Financial Services, LLC 0.05% Add +0.1% 2,428 $393K
Fingerlakes Wealth Management, Inc. 0.26% Add +0.3% 2,413 $390K
Managed Asset Portfolios, LLC 0.05% Reduce -73.0% 2,409 $390K
Credit Industriel Et Commercial 0.07% Add +17.2% 2,408 $389K
D L Carlson Investment Group Inc. 0.07% Reduce -6.4% 2,400 $388K
Eagle Wealth Advisors LLC 0.36% No change 2,400 $388K
DV Trading LLC 0.04% Reduce -14.3% 2,400 $388K
Bokf, NA 0.01% Reduce -4.0% 2,398 $388K
Oxler Private Wealth LLC 0.12% Add +25.5% 2,385 $386K
Samara Investment Management, LLC 0.40% — 2,382 $385K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +25.2% 2,378 $385K
Invictus Private Wealth, LLC 0.02% No change 2,378 $385K
MWA Asset Management 0.21% Reduce -0.9% 2,377 $385K
Clear Retirement Advice LLC 0.30% No change 2,377 $384K
Capital Square, LLC 0.18% Add +2.2% 2,222 $383K
Verdence Capital Advisors LLC 0.02% Add +10.1% 2,355 $381K
Latitude Advisors, LLC 0.17% Add +5.8% 2,353 $381K
Pure Financial Advisors, LLC 0.01% Add +10.1% 2,353 $381K
Hanover Advisors Inc. 0.15% Add +18.4% 2,348 $380K
Garden State Investment Advisory Services LLC 0.09% Add +13.3% 2,336 $379K
Annex Advisory Services, LLC 0.01% Add +52.1% 2,323 $376K
Meridian Financial Advisors, LLC 0.20% Add +5.0% 2,308 $373K
Centennial Wealth Advisory LLC 0.09% Reduce -0.7% 2,300 $372K
F/m Investments LLC 0.02% Add +8.1% 2,281 $369K
Greenleaf Trust 0.00% No change 2,278 $368K
Stelac Advisory Services LLC 0.07% New 2,276 $368K
Fiduciary Alliance LLC 0.02% Add +23.5% 2,148 $368K
Verum Partners LLC 0.07% Add +0.2% 2,271 $367K
KTF Investments, LLC 0.06% No change 2,270 $367K
TruWealth Advisors, LLC 0.02% Add +0.0% 2,267 $367K
Conservest Capital Advisors, Inc. 0.03% New 2,267 $367K
Whitener Capital Management, Inc. 0.08% Reduce -3.4% 2,244 $363K
Opinicus Capital, Inc. 0.26% Add +14.9% 2,237 $362K
Resolute Wealth Advisor, Inc. 0.21% — 2,237 $362K
1ST Source Bank 0.02% New 2,237 $362K
L & S Advisors Inc 0.05% Add +18.1% 2,230 $361K
YHB Investment Advisors, Inc. 0.03% Reduce -9.5% 2,227 $360K
PW Nova Financial Services LLC 0.10% New 2,226 $360K
Evolution Wealth Advisors, LLC 0.04% Add +28.4% 2,226 $360K
Baldwin Investment Management, LLC 0.04% Add +19.0% 2,226 $360K
SJS Investment Consulting Inc. 0.04% No change 2,219 $359K
Mizuho Markets Americas LLC 0.01% New 2,200 $356K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -3.2% 2,144 $353K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +46.0% 2,181 $353K
Members Wealth LLC 0.21% Add +16.9% 2,048 $350K
GC Wealth Management RIA, LLC 0.01% Add +23.4% 2,164 $350K
Ring Mountain Capital, LLC 0.19% Reduce -3.1% 2,151 $348K
Legacy Financial Group, Inc. 0.09% Reduce -1.6% 2,150 $348K
Novak & Powell Financial Services, Inc. 0.19% Add +0.2% 2,139 $346K
Mosaic Family Wealth Partners, LLC 0.04% New 2,136 $346K
Mainstream Capital Management LLC 0.23% No change 2,131 $345K
KFA Private Wealth Group, LLC 0.08% Reduce -9.3% 2,128 $344K
Archer Investment Management, LLC 0.14% Reduce -46.0% 2,125 $344K
UMB Bank, n.a. 0.00% Add +1.4% 2,123 $343K
Platform Technology Partners 0.07% New 2,105 $340K
Resurgent Financial Advisors LLC 0.12% New 2,089 $338K
IAM Advisory, LLC 0.08% Reduce -7.7% 2,087 $337K
Karnit Road Accident Victims Compensation Fund 0.20% No change 2,078 $336K
Plan Group Financial, LLC 0.08% New 2,073 $335K
TD Private Client Wealth LLC 0.01% Reduce -30.4% 2,072 $335K
Byrne Financial Freedom, LLC 0.16% Reduce -3.0% 2,072 $335K
Intrust Bank NA 0.03% No change 2,069 $335K
Leo Wealth, LLC 0.02% Add +13.0% 2,066 $334K
Symphony Financial Services, Inc. 0.17% Reduce -1.0% 2,066 $334K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% New 2,059 $333K
American National Bank & Trust 0.03% Reduce -0.5% 2,055 $332K
WealthPlan Investment Management, LLC 0.02% No change 2,051 $332K
Capital Advisors Inc. 0.01% Add +32.3% 2,050 $332K
Prostatis Group LLC 0.08% Reduce -9.1% 2,044 $331K
Synergy Financial Group, LTD 0.25% Add +11.6% 2,038 $330K
180 Wealth Advisors, LLC 0.04% Add +3.8% 2,035 $329K
Stack Financial Management, Inc 0.02% Reduce -16.8% 2,028 $328K
Redwood Investment Management, LLC 0.04% New 2,004 $324K
Two West Capital Advisors LLC 0.17% Reduce -9.5% 1,905 $324K
Verition Fund Management LLC 0.00% Reduce -89.5% 2,002 $324K
Evergreen Capital Management LLC 0.01% No change 2,001 $324K
1607 Capital Partners, LLC 0.02% New 2,000 $323K
Motco 0.03% No change 1,999 $323K
Facet Wealth, Inc. 0.01% Add +11.7% 1,993 $322K
Clare Market Investments LLC 0.07% — 1,991 $322K
United Advisor Group, LLC 0.04% Reduce -1.3% 1,979 $320K
Purkiss Capital Advisors LLC 0.14% Add +0.1% 1,962 $317K
Northstar Financial Companies, Inc. 0.25% Reduce -14.3% 1,955 $316K
BIP Wealth, LLC 0.01% Add +21.5% 1,953 $316K
Brick & Kyle, Associates 0.10% Reduce -54.5% 1,950 $315K
Manhattan West Asset Management, LLC 0.06% Add +4.8% 1,947 $315K
Strategy Asset Managers LLC 0.05% Add +0.1% 1,945 $315K
Burling Wealth Partners, LLC 0.05% No change 1,940 $314K
First Command Advisory Services, Inc. 0.00% No change 1,933 $313K
Syon Capital LLC 0.02% New 1,928 $312K
Narwhal Capital Management 0.02% No change 1,925 $311K
Sage Capital Management, LLC 0.15% Add +0.3% 1,920 $311K
Straight Path Wealth Management 0.08% Add +5.6% 1,917 $310K
Tennessee Valley Asset Management Partners 0.04% Add +0.1% 1,914 $310K
Gallagher Fiduciary Advisors, LLC 0.01% Add +45.6% 1,899 $307K
Traynor Capital Management, Inc. 0.02% Reduce -3.4% 1,961 $307K
Shearwater Capital LLC 0.16% New 1,896 $307K
Childress Capital Advisors, LLC 0.06% Reduce -44.9% 1,894 $306K
Adirondack Trust Co. 0.10% Reduce -0.3% 1,887 $305K
Arta Finance Wealth Management LLC 0.15% New 1,886 $305K
Jane Street Group, LLC 0.00% Reduce -81.6% 1,882 $304K
Stratos Investment Management, LLC 0.01% Add +9.6% 1,877 $304K
TrueWealth Advisors, LLC 0.08% Reduce -2.6% 1,873 $303K
CrossGen Wealth, LLC 0.27% Add +0.5% 1,872 $303K
Vertex Investment Solutions Co., Ltd. 0.35% New 1,900 $303K
LVW Advisors, LLC 0.03% New 1,870 $302K
Private Wealth Asset Management, LLC 0.03% Reduce -14.4% 1,870 $302K
Capstone Wealth Management Group LLC 0.19% Add +0.1% 1,869 $302K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -19.4% 1,861 $301K
Smith, Moore & Co. 0.02% Add +1.9% 1,857 $300K
WealthTrust Axiom LLC 0.07% No change 1,848 $299K
Balefire, LLC 0.06% Reduce -82.7% 1,838 $297K
Freestone Capital Holdings, LLC 0.01% Add +7.0% 1,838 $297K
Bearing Point Capital, LLC 0.05% Reduce -1.9% 1,830 $296K
Rossmore Private Capital 0.03% No change 1,825 $295K
Centric Wealth Management 0.06% Reduce -8.7% 1,713 $293K
Halbert Hargrove Global Advisors, LLC 0.01% Add +0.3% 1,810 $293K
Tannin Capital LLC 0.21% Reduce -5.7% 1,809 $293K
Lifeworks Advisors, LLC 0.04% Reduce -5.2% 1,809 $293K
Mission Creek Capital Partners, Inc. 0.06% No change 1,795 $290K
Integral Investment Advisors, Inc. 0.07% Reduce -6.9% 1,786 $289K
Balance Wealth Partners LLC 0.09% New 1,784 $289K
Tiemann Investment Advisors, LLC 0.11% Reduce -1.1% 1,780 $288K
Consolidated Capital Management, LLC 0.09% Reduce -55.6% 1,776 $287K
Wetzel Investment Advisors, Inc. 0.11% Add +1.2% 1,773 $287K
Global Trust Asset Management, LLC 0.11% Add +16.4% 1,770 $286K
Stone Summit Wealth LLC 0.08% Add +2.9% 1,770 $286K
PVG Asset Management Corp. 0.17% New 1,602 $286K
M.E. Allison & Co., Inc. 0.19% Add +2.8% 1,766 $286K
Kensington Investment Counsel, LLC 0.14% No change 1,758 $284K
Quartz Partners, LLC 0.11% Reduce -75.0% 1,757 $284K
Rise Advisors, LLC 0.10% Reduce -39.6% 1,728 $284K
SevenBridge Financial Group, LLC 0.04% No change 1,660 $284K
Financial Freedom, LLC 0.14% No change 1,756 $284K
Gray Private Wealth, LLC 0.14% No change 1,753 $284K
Missouri Trust & Investment Co 0.08% No change 1,753 $284K
OneAscent Family Office, LLC 0.20% Reduce -6.1% 1,753 $283K
German American Bancorp, Inc. 0.02% Reduce -1.8% 1,742 $282K
Main Street Financial Solutions, LLC 0.02% Reduce -1.8% 1,740 $281K
Vertrix Wealth Management, LLC 0.10% — 1,740 $281K
Ellerson Group Inc. 0.18% No change 1,739 $281K
Mirador Capital Partners LP 0.04% Add +10.5% 1,734 $280K
Chris Bulman Inc 0.12% No change 1,721 $278K
Mayflower Financial Advisors, LLC 0.03% Reduce -0.3% 1,698 $275K
Wilson & Boucher Capital Management, LLC 0.18% No change 1,680 $272K
EFG International AG 0.01% Add +158.8% 1,677 $271K
Chatterton & Associates Inc. 0.19% New 1,562 $269K
Parkside Financial Bank & Trust 0.02% Reduce -24.0% 1,662 $269K
Spartan Planning & Wealth Management 0.20% Add +12.0% 1,657 $268K
Leigh Baldwin & Co., LLC 0.17% Add +11.9% 1,650 $267K
Mattern Wealth Management LLC 0.05% No change 1,650 $267K
Curi Capital, LLC 0.00% Reduce -24.1% 1,645 $266K
AssuredPartners Investment Advisors, LLC 0.03% Reduce -89.4% 1,615 $266K
Westfuller Advisors, LLC 0.11% Reduce -24.9% 1,642 $266K
Orleans Capital Management Corp. 0.18% Reduce -10.9% 1,641 $265K
Sunbelt Securities, Inc. 0.02% Reduce -0.1% 1,638 $265K
Legacy Financial Independent Advisors LLC 0.14% — 1,634 $264K
Blue Bell Private Wealth Management, LLC 0.04% Add +1.4% 1,633 $264K
Provident Wealth Management, LLC 0.08% Reduce -3.4% 1,632 $264K
Sageworth Trust Co 0.01% No change 1,626 $263K
Barnes Wealth Management Group, Inc 0.13% Add +2.4% 1,621 $262K
Liberty Wealth Management LLC 0.03% Reduce -1.6% 1,621 $262K
Park National Corp. 0.01% Reduce -7.1% 1,611 $261K
Verity & Verity, LLC 0.02% No change 1,606 $260K
Miramontes Capital, LLC 0.09% Add +0.1% 1,605 $260K
Garrison Point Advisors, LLC 0.12% Reduce -0.3% 1,604 $259K
Investment Partners Asset Management, Inc. 0.16% Reduce -0.3% 1,603 $259K
T. Rowe Price Associates Inc. 0.00% Reduce -90.6% 1,600 $259K
Dynamic Wealth Strategies, LLC 0.15% Add +60.0% 1,600 $259K
Rinkey Investments 0.07% New 1,600 $259K
Turtle Creek Wealth Advisors, LLC 0.02% Reduce -80.6% 1,594 $258K
Caldwell Trust Co 0.02% No change 1,586 $257K
Peak Financial Management, Inc. 0.07% Reduce -10.7% 1,585 $256K
Aprio Wealth Management, LLC 0.01% Reduce -4.9% 1,580 $256K
Mill Creek Capital Advisors, LLC 0.01% Reduce -26.5% 1,579 $255K
N.E.W. Advisory Services LLC 0.02% Add +11.3% 1,571 $254K
Toronto Dominion Bank 0.00% New 1,566 $253K
Nadler Financial Group, Inc. 0.02% No change 1,565 $253K
Silver Oak Securities, Incorporated 0.02% Reduce -77.3% 1,562 $253K
Advisors Capital Management, LLC 0.00% New 1,561 $253K
Independent Solutions Wealth Management, LLC 0.04% New 1,555 $251K
NFSG Corp 0.04% Add +4.1% 1,552 $251K
HORAN Wealth, LLC 0.02% No change 1,615 $251K
Zacks Investment Management 0.00% Reduce -22.4% 1,546 $250K
High Point Wealth Management, LLC 0.25% Add +206.6% 1,545 $250K
Ashton Thomas Securities, LLC 0.03% Add +69.0% 1,543 $250K
MLG Wealth Management DBA Pine Grove Financial Group 0.03% Add +2.7% 1,532 $248K
Milestone Asset Management Group, LLC 0.14% Reduce -0.7% 1,529 $247K
Bedel Financial Consulting, Inc. 0.03% No change 1,527 $247K
First Financial Bankshares Inc 0.01% Reduce -11.3% 1,525 $247K
Huntleigh Advisors, Inc. 0.04% Add +3.4% 1,520 $246K
Safeguard Investment Advisory Group, LLC 0.07% Reduce -2.9% 1,511 $244K
BlackDiamond Wealth Management, LLC 0.12% Reduce -24.8% 1,503 $243K
Navis Wealth Advisors, LLC 0.12% No change 1,500 $243K
Front Row Advisors LLC 0.08% No change 1,500 $243K
Telos Capital Management, Inc. 0.02% Reduce -7.3% 1,500 $243K
KG Capital Management 0.17% Reduce -27.8% 1,491 $241K
Discipline Wealth Solutions, LLC 0.03% Add +2.5% 1,491 $241K
Ancora Advisors LLC 0.01% Add +0.3% 1,491 $241K
Bath Savings Trust Co 0.03% Add +2.1% 1,487 $240K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -77.5% 1,511 $240K
Wealth Alliance, LLC 0.02% Add +0.1% 1,484 $240K
Swmg, LLC 0.07% Reduce -1.8% 1,481 $240K
Tableaux LLC 0.12% Reduce -6.4% 1,476 $239K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -11.2% 1,476 $239K
Lee Danner & Bass Inc. 0.01% Reduce -11.9% 1,473 $238K
McHugh Group, LLC 0.14% No change 1,470 $238K
Investment Insight Wealth Management, LLC 0.26% Add +0.2% 1,466 $237K
Sovereign Financial Group, Inc. 0.04% New 1,466 $237K
M3 Advisory Group, LLC 0.15% Add +0.1% 1,462 $236K
EverSource Wealth Advisors, LLC 0.01% No change 1,460 $236K
Penobscot Investment Management Company, Inc. 0.02% Reduce -21.5% 1,460 $236K
First United Bank & Trust 0.08% Reduce -16.7% 1,456 $235K
Medallion Wealth Advisors, LLC 0.08% Add +60.1% 1,451 $235K
New England Private Wealth Advisors LLC 0.03% Add +0.2% 1,454 $235K
Endeavor Private Wealth, Inc. 0.07% Add +2.0% 1,452 $235K
Freedom Investment Management, Inc. 0.07% Reduce -31.6% 1,452 $235K
Pittenger & Anderson Inc. 0.01% Reduce -12.9% 1,450 $235K
Plotkin Financial Advisors, LLC 0.12% Add +11.5% 1,450 $235K
WESPAC Advisors SoCal, LLC 0.05% Reduce -13.2% 1,433 $232K
Birchcreek Wealth Management, LLC 0.11% No change 1,431 $231K
Byrne Asset Management LLC 0.14% Reduce -2.3% 1,427 $231K
Kaizen Financial Strategies 0.10% New 1,352 $230K
Osbon Capital Management LLC 0.19% New 1,418 $229K
Artesa Financial Group, LLC 0.22% No change 1,410 $228K
Apella Capital, LLC 0.00% New 1,307 $227K
American State Bank (Iowa) 0.11% Reduce -29.1% 1,393 $225K
Autumn Glory Partners, LLC 0.08% Add +0.1% 1,387 $224K
Bayban 0.20% No change 1,387 $224K
Diversified Portfolios, Inc. 0.02% No change 1,385 $224K
Chatham Capital Group, Inc. 0.03% No change 1,383 $224K
Invesco Ltd. 0.00% New 1,383 $224K
Fifth Third Wealth Advisors LLC 0.01% Reduce -50.6% 1,379 $223K
Mather Group, Llc. 0.00% Add +0.1% 1,375 $222K
Kickstand Ventures, Llc. 0.05% Reduce -0.1% 1,371 $222K
First Citizens Bank & Trust Co. 0.00% Reduce -32.4% 1,369 $221K
Maltin Wealth Management, Inc. 0.08% Add +0.3% 1,366 $221K
Weatherly Asset Management L. P. 0.02% No change 1,365 $221K
Pines Wealth Management, LLC 0.07% No change 1,363 $220K
Waterfront Wealth Inc. 0.04% No change 1,362 $220K
Baltimore-Washington Financial Advisors, Inc. 0.01% New 1,362 $220K
Winter & Associates, Inc. 0.19% New 1,337 $220K
NCM Capital Management, LLC 0.08% No change 1,360 $220K
Retirement Planning Co of New England, Inc. 0.09% Add +0.1% 1,352 $219K
Greenwood Capital Associates LLC 0.02% Reduce -18.3% 1,346 $218K
Wingate Wealth Advisors, Inc. 0.12% New 1,340 $217K
Noesis Capital Mangement Corp. 0.03% Reduce -2.2% 1,339 $217K
Brown Brothers Harriman & Co. 0.00% No change 1,338 $216K
Coldstream Capital Management Inc. 0.00% New 1,333 $216K
CDM Financial Counseling Services, Inc. 0.21% Reduce -0.2% 1,331 $215K
Diversified Enterprises, LLC 0.01% Reduce -54.6% 1,331 $215K
Whalerock Point Partners, LLC 0.04% No change 1,330 $215K
Inscription Capital, LLC 0.02% New 1,329 $215K
Tiaa Trust, National Association 0.01% Reduce -98.3% 1,328 $215K
Dagco, Inc. 0.05% No change 1,327 $215K
USA Financial Formulas 0.04% Reduce -21.8% 1,321 $214K
Sterling Investment Management, LLC 0.13% Reduce -2.5% 1,315 $213K
First Heartland Consultants, Inc. 0.02% Reduce -1.4% 1,312 $212K
Invera Wealth Advisors, LLC 0.14% Reduce -5.1% 1,304 $211K
Roan Capital Partners 0.19% — 1,303 $211K
Prelude Capital Management, LLC 0.02% Reduce -39.2% 1,300 $210K
Stevens Capital Management LP 0.03% New 1,300 $210K
Signaturefd, LLC 0.00% Add +20.5% 1,298 $210K
Chapin Davis, Inc. 0.05% New 1,293 $209K
Peoples Bank 0.21% No change 1,293 $209K
Keystone Financial Services 0.06% New 1,285 $208K
Legacy Financial Strategies, LLC 0.04% Reduce -38.4% 1,284 $208K
Granite Group Advisors, LLC 0.13% New 1,263 $208K
Axim Planning & Wealth 0.25% New 1,283 $208K
City Holding Co. 0.03% Reduce -39.4% 1,283 $207K
Synergy Asset Management, LLC 0.02% New 1,280 $207K
Roundview Capital LLC 0.01% Reduce -13.9% 1,276 $206K
Gryphon Financial Partners LLC 0.02% New 1,271 $206K
HM Payson & Co. 0.00% No change 1,269 $205K
Riggs Asset Managment Co. Inc. 0.04% New 1,267 $205K
Magnolia Capital Advisors LLC 0.04% New 1,263 $204K
West Bancorporation Inc. 0.10% New 1,257 $203K
SouthState Bank Corp 0.01% Add +73.1% 1,248 $202K
Keudell/Morrison Wealth Management 0.04% New 1,245 $201K
Compound Planning, Inc. 0.01% Reduce -10.9% 1,243 $201K
Sykon Capital LLC 0.07% Reduce -96.5% 1,238 $200K
Investmark Advisory Group LLC 0.09% New 1,237 $200K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -22.9% 1,236 $200K
Strategic Investment Advisors / MI 0.01% New 1,233 $199K
Johnson Financial Group, Inc. 0.01% No change 1,223 $198K
Sound Income Strategies, LLC 0.01% Reduce -0.4% 1,191 $196K
Bangor Savings Bank 0.02% No change 1,210 $196K
Harbor Investment Advisory, LLC 0.02% Reduce -7.9% 1,194 $193K
McGuire Capital Advisors Inc. 0.12% Reduce -40.0% 1,192 $193K
Wellington Shields Capital Management, LLC 0.03% No change 1,179 $191K
Quadcap Wealth Management, LLC 0.02% New 1,179 $191K
Community Bank, N.A. 0.02% No change 1,140 $184K
GAMMA Investing LLC 0.01% Add +30.7% 1,128 $182K
JFS Wealth Advisors, LLC 0.01% No change 1,110 $180K
Advocate Investing Services LLC 0.15% No change 1,100 $178K
Wellington-Altus USA Inc. 0.10% New 948 $176K
Keating Financial Advisory Services, Inc. 0.03% Add +4.3% 1,053 $170K
CVA Family Office, LLC 0.02% No change 1,050 $170K
Picton Mahoney Asset Management 0.00% No change 1,050 $170K
LRI Investments, LLC 0.01% No change 1,048 $169K
SYM FINANCIAL Corp 0.02% Reduce -6.3% 1,000 $162K
Delos Wealth Advisors, LLC 0.09% No change 992 $160K
Strategic Advisory Partners, LLC 0.13% New 983 $159K
Townsend Asset Management Corp. /NC/ 0.06% Add +973.0% 955 $155K
Valley National Advisers Inc. 0.02% No change 922 $149K
United Community Bank 0.05% No change 905 $146K
Corsicana & Co. 0.09% No change 1,115 $146K
MilWealth Group LLC 0.03% No change 869 $141K
BankPlus Trust Department 0.04% No change 838 $136K
Resources Management Corp. /CT/ 0.02% No change 832 $135K
Strengthening Families & Communities, LLC 0.03% Add +0.2% 826 $134K
Cherry Tree Wealth Management, LLC 0.03% Add +7.6% 822 $133K
Barnes Dennig Private Wealth Management LLC 0.13% Reduce -0.5% 811 $131K
Farmers & Merchants Investments Inc. 0.00% No change 803 $130K
Finley Financial, LLC 0.06% No change 790 $128K
Wagner Wealth Management, LLC 0.03% Add +0.3% 780 $126K
Oxford Financial Group, LTD. LLC 0.01% No change 775 $125K
Paladin Advisory Group, LLC 0.09% No change 754 $122K
Dunhill Financial, LLC 0.03% No change 743 $120K
Friedenthal Financial 0.06% Add +827.5% 742 $120K
Phillips Financial Management, LLC 0.01% No change 728 $118K
South Plains Financial, Inc. 0.07% No change 720 $116K
MCF Advisors LLC 0.01% Add +0.1% 718 $116K
Bollard Group LLC 0.00% Add +0.1% 718 $116K
Wellington Shields & Co., LLC 0.03% Add +0.1% 698 $113K
Trask Adam Roland 0.11% — 694 $112K
Bravera Wealth 0.05% No change 688 $111K
Grove Bank & Trust 0.01% Reduce -16.9% 686 $111K
TrustBank 0.04% No change 675 $109K
Capital Analysts, LLC 0.00% Add +1120.0% 671 $109K
Horrell Capital Management, Inc. 0.05% No change 650 $105K
Caldwell Sutter Capital, Inc. 0.04% No change 610 $99K
Sachetta, LLC 0.05% No change 610 $99K
Vision Retirement, LLC 0.03% Add +12.1% 593 $96K
2UniFi Bank 0.04% No change 575 $93K
Indiana Trust & Investment Management Co 0.03% No change 575 $93K
Transce3nd, LLC 0.82% Add +11.1% 572 $93K
Tradewinds Capital Management, LLC 0.02% Reduce -0.7% 570 $92K
Wellington Grp LLC 0.03% No change 558 $90K
Bartlett & Co. Wealth Management LLC 0.00% Add +59.7% 527 $90K
Banque Cantonale Vaudoise 0.00% No change 554 $90K
Plante Moran Financial Advisors, LLC 0.01% Reduce -18.3% 549 $89K
Guardian Wealth Advisors, LLC / NC 0.01% New 547 $88K
FAS Wealth Partners, Inc. 0.01% Reduce -46.6% 545 $88K
Aventura Private Wealth, LLC 0.03% Reduce -8.5% 538 $87K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 536 $87K
Tanglewood Legacy Advisors, LLC 0.03% No change 535 $87K
Morse Asset Management, Inc 0.02% No change 535 $87K
Raffa Wealth Management, LLC 0.01% No change 535 $87K
Flagship Wealth Advisors, LLC 0.04% Add +8.7% 585 $86K
Burk Holdings LLC 0.04% New 532 $86K
Avalon Trust Co 0.01% No change 530 $86K
DT Investment Partners, LLC 0.01% Reduce -29.3% 528 $85K
Register Financial Advisors LLC 0.03% Add +6.3% 527 $85K
Pacific Center for Financial Services 0.02% Reduce -8.0% 527 $85K
Piedmont Capital Management, LLC 0.06% No change 523 $85K
Hyposwiss Advisors SA 0.08% No change 515 $83K
Granite FO LLC 0.05% No change 500 $81K
Align Financial, LLC 0.05% Reduce -99.4% 500 $81K
Trust Co. of Toledo NA 0.01% No change 500 $81K
Salem Investment Counselors Inc. 0.00% New 500 $81K
Windsor Advisory Group, LLC 0.07% New 499 $81K
St Germain D J Co. Inc. 0.00% Add +21.5% 498 $81K
Murphy & Mullick Capital Management Corp 0.06% Add +49.5% 495 $80K
Valley Wealth Managers, Inc. 0.01% No change 495 $80K
New Republic Capital, LLC 0.03% No change 493 $80K
Princeton Global Asset Management LLC 0.01% Reduce -4.0% 478 $77K
PlanVest Financial, Inc 0.06% — 476 $77K
Gold Investment Management Ltd. 0.02% No change 475 $77K
Bank of New Hampshire 0.02% No change 463 $75K
Ascentis Independent Advisors 0.01% Reduce -91.0% 457 $74K
Strategic Wealth Partners, Ltd. 0.01% Add +6.5% 456 $74K
Portus Wealth Advisors, LLC 0.07% New 451 $73K
Napier Financial, LLC 0.02% New 443 $72K
SBI Securities Co., Ltd. 0.00% Add +86.9% 443 $72K
Pacifica Partners Inc. 0.02% No change 441 $71K
Roxbury Financial LLC 0.06% Add +0.2% 432 $70K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 430 $70K
Quadrant Capital Group LLC 0.00% No change 428 $69K
Anchor Investment Management, LLC 0.01% No change 426 $69K
Union Savings Bank 0.03% No change 419 $68K
Synergy Investment Management, LLC 0.02% New 415 $67K
Global Wealth Strategies & Associates 0.02% Reduce -15.1% 415 $67K
North Star Investment Management Corp. 0.00% Add +216.2% 411 $66K
Key Capital Management, INC 0.04% New 410 $66K
Old Second National Bank of Aurora 0.01% No change 400 $65K
Hollencrest Capital Management 0.00% Reduce -24.3% 386 $62K
Centerpoint Advisors, LLC 0.02% No change 385 $62K
Daytona Street Capital LLC 0.05% No change 360 $59K
BOK Financial Private Wealth, Inc. 0.00% No change 360 $58K
Clayton Financial Group LLC 0.03% Reduce -10.5% 359 $58K
Arlington Trust Co LLC 0.01% Add +137.3% 356 $58K
Crewe Advisors LLC 0.00% Reduce -15.1% 355 $57K
Peoples Financial Services Corp. 0.03% No change 343 $55K
Archer Investment Corp 0.01% Add +0.3% 334 $54K
Hamilton Point Investment Advisors, LLC 0.01% No change 333 $54K
Gill Capital Partners, LLC 0.02% New 330 $53K
Rothschild Investment LLC 0.00% Add +0.3% 330 $53K
FWL Investment Management, LLC 0.01% New 326 $53K
Eastern Bank 0.00% Reduce -37.8% 324 $52K
Innovative Asset Advisors Group, LLC 0.03% — 319 $52K
Root Financial Partners, LLC 0.00% Add +1.6% 318 $51K
TIAA Wealth Investment Management LLC 0.00% — 320 $51K
Alerus Financial NA 0.00% No change 312 $50K
Piscataqua Savings Bank 0.03% No change 306 $49K
Operose Advisors LLC 0.01% Reduce -21.3% 306 $49K
Financial Network Wealth Advisors LLC 0.05% Add +55.1% 304 $49K
Strive Financial Group ,LLC 0.03% No change 300 $49K
McIlrath & Eck, LLC 0.00% Add +0.3% 303 $49K
Orion Capital Management LLC 0.02% No change 302 $49K
Pinnacle Bancorp, Inc. 0.01% No change 300 $49K
Lowe Brockenbrough & Co. Inc. 0.00% No change 300 $49K
HHM Wealth Advisors, LLC 0.01% No change 298 $48K
Forum Finance Group S.A. 0.03% — 365 $48K
Ameriflex Group, Inc. 0.02% No change 295 $48K
Hantz Financial Services, Inc. 0.00% Reduce -0.7% 290 $47K
Armor Investment Advisors, LLC 0.02% No change 285 $46K
Covestor Ltd 0.03% Reduce -2.4% 286 $46K
Sage Mountain Advisors LLC 0.00% No change 281 $45K
Key Financial Inc 0.01% Add +60.0% 272 $44K
RMG Wealth Management LLC 0.01% No change 246 $43K
DecisionPoint Financial, LLC 0.01% Add +41.7% 255 $41K
Davis Capital Management 0.03% No change 255 $41K
Legacy Bridge, LLC 0.02% No change 250 $40K
MTM Investment Management, LLC 0.01% Add +108.7% 240 $39K
Physician Wealth Advisors, Inc. 0.01% No change 237 $38K
Cypress Capital Management LLC (WY) 0.04% No change 235 $38K
MidFirst Bank 0.00% No change 232 $38K
Matrix Private Capital Group LLC 0.02% New 225 $36K
one8zero8, LLC 0.01% No change 222 $36K
Maseco LLP 0.00% No change 222 $36K
WPG Advisers, LLC 0.03% No change 218 $35K
Colonial Trust Advisors 0.00% No change 217 $35K
Avion Wealth 0.01% No change 219 $35K
Exchange Traded Concepts, LLC 0.00% New 214 $35K
Pursuit Wealth Strategies, LLC 0.05% Add +0.5% 209 $34K
SHP Wealth Management 0.00% No change 208 $34K
Trifecta Capital Advisors, LLC 0.01% No change 205 $33K
Chesapeake Asset Management LLC 0.03% Add +0.5% 201 $33K
Fairway Wealth LLC 0.01% New 199 $32K
Acima Private Wealth, LLC 0.01% No change 196 $32K
Parvin Asset Management, LLC 0.02% New 192 $31K
Bellevue Asset Management, LLC 0.02% No change 192 $31K
Founders Capital Management 0.01% Add +0.5% 189 $30K
Barrett & Company, Inc. 0.01% No change 180 $29K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -34.8% 174 $28K
Main Street Group, LTD 0.01% New 173 $28K
Tidemark, LLC 0.01% No change 171 $28K
Winch Advisory Services, LLC 0.01% No change 170 $28K
Rialto Wealth Management, LLC 0.01% Add +226.0% 163 $26K
Tompkins Financial Corp. 0.00% No change 161 $26K
Ankerstar Wealth, LLC 0.03% No change 160 $26K
Truvestments Capital LLC 0.00% No change 156 $25K
Redwood Park Advisors LLC 0.02% New 156 $25K
Clark Wealth Partners 0.02% No change 152 $25K
Park Place Capital Corp 0.00% Reduce -19.6% 152 $25K
Luken Investment Analytics, LLC 0.01% No change 150 $24K
True Wealth Design, LLC 0.01% New 150 $24K
Colonial Trust Co / SC 0.00% No change 150 $23K
Bell Investment Advisors, Inc 0.00% No change 145 $23K
Axiom Investment Management LLC 0.02% — 142 $23K
Edmond DE Rothschild Holding S.A. 0.00% No change 141 $23K
Triumph Capital Management 0.00% No change 140 $23K
Steph & Co. 0.01% No change 139 $22K
Costello Asset Management, INC 0.01% No change 138 $22K
Versant Capital Management, Inc 0.00% No change 136 $22K
Quaker Wealth Management, LLC 0.01% No change 134 $22K
Asset Dedication, LLC 0.00% Add +343.3% 133 $22K
Manchester Capital Management LLC 0.00% No change 130 $21K
Hanson & Doremus Investment Management 0.00% No change 129 $21K
Retiremitten Financial LLC 0.01% — 126 $20K
Hartford Financial Management Inc. 0.01% No change 126 $20K
Evolution Wealth Management Inc. 0.01% No change 125 $20K
Twin Peaks Wealth Advisors, LLC 0.00% New 121 $20K
True Link Financial Advisors, LLC 0.00% New 119 $19K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 113 $18K
Signature Resources Capital Management, LLC 0.01% Add +13.7% 108 $17K
Highline Wealth Partners LLC 0.00% No change 108 $17K
First PREMIER Bank 0.00% No change 105 $17K
Corient IA LP 0.02% New 100 $16K
Elevation Wealth Partners, LLC 0.01% No change 100 $16K
Cordgrass Capital Advisors, LLC 0.00% No change 100 $16K
Hughes Financial Services, LLC 0.00% No change 100 $16K
Biltmore Family Office, LLC 0.00% Reduce -76.4% 100 $16K
Ramirez Asset Management, Inc. 0.00% No change 100 $16K
Abound Wealth Management 0.00% No change 99 $16K
Ulland Investment Advisors, LLC 0.01% No change 100 $16K
Burkett Financial Services, LLC 0.01% No change 97 $16K
MBM Wealth Consultants, LLC 0.00% New 95 $15K
Evermay Wealth Management LLC 0.00% New 91 $15K
POM Investment Strategies, LLC 0.02% New 91 $15K
Curio Wealth, LLC 0.00% Add +107.0% 89 $14K
Quent Capital, LLC 0.00% No change 89 $14K
Bogart Wealth, LLC 0.00% No change 88 $14K
Purpose Unlimited Inc. 0.00% Add +49.1% 85 $14K
CNB Bank 0.01% No change 84 $14K
Oakworth Capital, Inc. 0.00% Add +5.1% 82 $13K
Morton Brown Family Wealth, LLC 0.00% No change 82 $13K
Hilton Head Capital Partners, LLC 0.01% No change 81 $13K
Acumen Wealth Advisors, LLC 0.00% Reduce -43.4% 77 $12K
PFS Partners, LLC 0.01% No change 76 $12K
JDM Financial Group LLC 0.00% No change 75 $12K
MassMutual Private Wealth & Trust, FSB 0.00% No change 75 $12K
Smithfield Trust Co 0.00% No change 71 $12K
Ascentis Wealth Management, LLC 0.00% No change 72 $12K
Sumitomo Mitsui Financial Group, Inc. 0.00% Add +2300.0% 72 $12K
Wealth Enhancement Trust Services, Inc. 0.00% Reduce -92.5% 70 $11K
Magnolia Wealth Management, LLC 0.01% New 61 $10K
SRH Advisors, LLC 0.00% No change 60 $10K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 59 $10K
City State Bank 0.00% No change 55 $9K
Eukles Asset Management 0.00% No change 54 $9K
Investment Research & Advisory Group, Inc. 0.00% New 53 $9K
KERR FINANCIAL PLANNING Corp 0.01% New 49 $8K
Gilpin Wealth Management, LLC 0.01% No change 51 $8K
Vanguard National Trust Co 0.00% — 51 $8K
Vision Financial Markets LLC 0.01% No change 51 $8K
Bullseye Investment Management, LLC 0.00% No change 50 $8K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 50 $8K
Citizens National Bank Trust Department 0.00% No change 50 $8K
Cornerstone Planning Group LLC 0.00% Reduce -17.5% 47 $8K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 46 $8K
SWAN Capital LLC 0.00% Add +41.2% 48 $8K
Financial Gravity Asset Management, Inc. 0.00% No change 46 $7K
Cranbrook Wealth Management, LLC 0.00% Add +60.7% 45 $7K
IMG Wealth Management, Inc. 0.00% No change 45 $7K
Hickory Point Bank & Trust 0.00% New 45 $7K
Millstone Evans Group, LLC 0.00% No change 43 $7K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 42 $7K
Nemes Rush Group LLC 0.00% No change 39 $6K
Zions Bancorporation, National Association 0.00% No change 39 $6K
Pin Oak Investment Advisors Inc. 0.00% Reduce -86.2% 40 $6K
Comprehensive Financial Planning, Inc. 0.00% No change 34 $6K
Daiwa Securities Group Inc. 0.00% No change 34 $5K
Wolff Wiese Magana LLC 0.00% No change 33 $5K
Legacy Wealth Managment, LLC 0.00% Add +10.3% 32 $5K
First Community Trust NA 0.00% New 32 $5K
Nalls Sherbakoff Group, LLC 0.00% No change 32 $5K
Merkkuri Wealth Advisors LLC 0.00% New 31 $5K
Rachor Investment Advisory Services, LLC 0.00% No change 21 $3K
Rakuten Securities, Inc. 0.00% Add +5.0% 21 $3K
Greykasell Wealth Strategies, Inc. 0.00% New 20 $3K
Red Tortoise LLC 0.00% No change 19 $3K
Central Pacific Bank - Trust Division 0.00% No change 19 $3K
WealthShield Partners, LLC 0.00% Reduce -7.1% 13 $2K
Roble, Belko & Company, Inc 0.00% No change 13 $2K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 12 $2K
Westend Capital Management, LLC 0.00% No change 8 $1K
Reyes Financial Architecture, Inc. 0.00% New 6 $970
CGC Financial Services, LLC 0.00% No change 5 $809
Inspire Investing, LLC 0.00% No change 5 $809
Silicon Valley Capital Partners 0.00% No change 4 $651
Investors Research Corp 0.00% New 4 $647
Caitlin John, LLC 0.00% Reduce -97.1% 3 $489
Capital Advisor Network LLC 0.00% — 2 $323
Abound Financial, LLC 0.00% No change 2 $323
Parallax Volatility Advisers, L.P. 0.00% Reduce -100.0% 1 $162
Raleigh Capital Management Inc. 0.00% No change 1 $145

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