SS Industrial Select SectorXLIETF

13F holders, Q2 2026 (June 30)
1,661holders +91
180new positions
87sold out
7famous investors
$184.97avg. 13F price*

At the end of Q2 2026, 1,661 institutions reported holding SS Industrial Select Sector (XLI) in their 13F filings, up 91 from Q1 2026. 180 opened new positions and 87 sold out. The largest holders were Bank of America Corp. ($2.3B), Morgan Stanley ($2.0B) and JPMorgan Chase & Co. ($1.7B). 7 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions180$749.1M
Exits87$429.5M

All 13F filers, Q1 2026 → Q2 2026: 18,533,376 shares bought and 14,918,181 shares sold, net +3,615,195 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,661 holders

Bank of America Corp. 0.15% Add +2.8% 12,665,769 $2.3B
Morgan Stanley 0.10% Reduce -5.2% 10,618,290 $2.0B
JPMorgan Chase & Co. 0.10% Reduce -10.0% 9,182,613 $1.7B
Wells Fargo & Company 0.26% Add +5.9% 8,208,436 $1.5B
Goldman Sachs Group Inc. 0.12% Reduce -24.0% 6,096,984 $1.1B
LPL Financial LLC 0.22% Add +4.1% 5,327,652 $986.8M
Migdal Insurance & Financial Holdings Ltd. 5.87% Add +23.6% 4,955,697 $917.9M
UBS Group AG 0.14% Reduce -6.9% 4,628,620 $857.4M
Phoenix Financial Ltd. 5.36% Add +50.1% 4,234,423 $784.3M
Fisher Asset Management 0.21% Add +29.9% 3,847,445 $712.7M
Citigroup Inc. 0.33% Reduce -4.4% 3,770,566 $698.4M
Menora Mivtachim Holdings LTD. 2.60% Reduce -17.0% 3,592,360 $665.4M
BNP Paribas Financial Markets 0.34% Add +46.7% 3,450,493 $639.1M
Harel Insurance Investments & Financial Services Ltd. 2.93% Add +10.4% 3,236,426 $599.5M
Envestnet Asset Management Inc. 0.13% Reduce -5.1% 2,864,517 $530.6M
Focus Partners Wealth 0.46% Add +21.5% 2,444,075 $452.7M
Ameriprise Financial Inc. 0.09% Reduce -4.6% 2,403,645 $445.3M
Royal Bank of Canada 0.07% Add +36.3% 2,326,200 $430.9M
Raymond James Financial Inc. 0.11% Add +9.4% 2,275,926 $421.6M
Main Management ETF Advisors, LLC 10.68% Add +36.0% 1,904,735 $352.8M
Bank of Montreal 0.12% Reduce -3.0% 1,775,629 $328.9M
Charles Schwab Investment Management Inc. 0.04% Add +82.4% 1,632,498 $302.4M
ING Groep NV 1.28% No change 1,419,576 $262.9M
Nissay Asset Management Corp. /Japan 1.06% New 1,359,335 $251.8M
Healthcare of Ontario Pension Plan Trust Fund 0.35% Reduce -48.3% 1,320,000 $244.5M
PGIM Custom Harvest LLC 3.04% Add +11.0% 1,311,071 $242.8M
Meitav Investment House Ltd. 1.56% Reduce -6.0% 1,250,129 $231.6M
State Street Corp. 0.01% Add +44.8% 1,099,118 $203.6M
Marshall Wace, LLP 0.13% Add +102.6% 845,410 $156.6M
Barclays PLC 0.05% Add +432.4% 834,565 $154.6M
Osaic Holdings, Inc. 0.16% Add +3.8% 748,610 $138.7M
Cibc World Market Inc. 0.22% Reduce -55.6% 717,105 $132.8M
MML Investors Services, LLC 0.26% Add +7.5% 689,782 $127.8M
Cetera Investment Advisers 0.11% Add +3.0% 678,480 $125.7M
Stifel Financial Corp. 0.10% Add +29.2% 632,441 $117.1M
Captrust Financial Advisors 0.16% Add +20.6% 578,586 $107.2M
Clal Insurance Enterprises Holdings Ltd 0.47% No change 567,000 $105.0M
Agf Management Ltd. 0.39% Reduce -0.4% 538,815 $99.8M
Rockefeller Capital Management L.P. 0.14% Reduce -2.2% 477,535 $88.5M
Northern Trust Corp. 0.01% Add +13.7% 460,313 $85.3M
RiverFront Investment Group, LLC 1.09% Add +0.3% 443,464 $82.1M
Commonwealth Equity Services, LLC 0.10% Add +5.5% 442,809 $82.0M
Mercer Global Advisors Inc. 0.09% Add +15.8% 414,229 $76.7M
Janney Montgomery Scott LLC 0.15% Add +27.0% 409,331 $75.8M
BlackRock, Inc. 0.00% Reduce -29.4% 397,278 $73.6M
Truist Financial Corp. 0.09% Add +9.2% 386,211 $71.5M
Private Advisor Group, LLC 0.31% Reduce -1.6% 370,646 $68.7M
Thrivent Financial for Lutherans 0.12% Reduce -1.2% 364,812 $67.6M
HighTower Advisors, LLC 0.06% Add +0.3% 359,618 $66.6M
TD Asset Management Inc 0.06% No change 352,600 $65.3M
Mirae Asset Securities (usa) Inc. 2.91% Reduce -45.8% 352,289 $65.3M
Natixis 0.31% Reduce -0.0% 351,091 $65.0M
Trust Asset Management LLC 3.97% Add +0.6% 344,214 $63.8M
J.Safra Asset Management Corp 2.87% Add +2.4% 335,937 $62.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.35% Add +105.8% 335,833 $62.2M
Factory Mutual Insurance Co. 0.58% Reduce -25.0% 332,380 $61.6M
PNC Financial Services Group, Inc. 0.03% Add +9.5% 332,059 $61.5M
SRB Corp. 3.09% Add +823.8% 310,583 $57.5M
Advisory Alpha, LLC 1.41% Reduce -10.3% 310,256 $57.5M
Itau Unibanco Holding S.A. 1.09% New 299,159 $55.4M
Jones Financial Companies LLLP 0.02% Add +13.5% 281,240 $51.0M
Franklin Resources Inc. 0.01% Reduce -28.8% 270,040 $50.0M
FIL Ltd 0.04% Add +22.0% 267,259 $49.5M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2.01% Reduce -27.2% 263,992 $48.9M
KCM Investment Advisors LLC 1.46% Reduce -3.6% 263,844 $48.9M
Greenwood Gearhart LLC 2.25% Add +3.1% 260,568 $48.3M
Cerity Partners LLC 0.06% Reduce -2.0% 251,043 $46.5M
Fifth Third Bancorp 0.07% Reduce -1.7% 243,147 $45.0M
Horizon Wealth Management, LLC 5.44% Add +99.3% 230,058 $42.6M
Citadel Advisors 0.02% Add +76.7% 225,347 $41.7M
AlphaStar Capital Management, LLC 2.54% Add +1083.7% 215,982 $40.0M
Biltmore Wealth Management, LLC 12.37% Add +0.4% 213,900 $39.6M
Trek Financial, LLC 1.97% Add +150.7% 213,832 $39.6M
Foundations Investment Advisors, LLC 0.41% Add +6.4% 212,312 $39.3M
Peapack Gladstone Financial Corp. 0.45% Reduce -2.0% 209,301 $38.8M
MKP Capital Management, L.L.C. 1.06% New 207,500 $38.4M
New Harbor Financial Group, LLC 6.01% Add +3.5% 203,706 $37.7M
Park Avenue Securities LLC 0.23% Reduce -10.4% 202,997 $37.6M
Cambridge Investment Research Advisors, Inc. 0.08% Reduce -6.2% 201,189 $37.3M
Money Concepts Capital Corp. 1.72% Add +3.1% 200,680 $37.2M
SummitTX Capital, L.P. 0.94% New 193,167 $35.8M
SG Americas Securities, LLC 0.02% Add +0.9% 190,731 $35.3M
US Bancorp \de 0.04% Reduce -0.7% 187,772 $34.8M
Scotia Capital Inc. 0.12% Add +439.3% 178,962 $33.1M
FMR LLC 0.00% Add +4.7% 167,937 $31.1M
Equitable Holdings, Inc. 0.18% Add +22.4% 165,640 $30.7M
Stonebridge Financial Group, LLC 2.31% Add +3528.3% 164,145 $30.4M
Armstrong Advisory Group, Inc. 1.81% Add +3.0% 160,828 $29.8M
TD Waterhouse Canada Inc. 0.08% Add +9.8% 161,630 $29.6M
Modern Wealth Management, LLC 0.35% New 158,546 $29.4M
Bar Harbor Wealth Management 1.55% Reduce -0.3% 156,128 $28.9M
Gerber Kawasaki Wealth & Investment Management 0.77% Add +4.8% 155,894 $28.9M
Creative Planning 0.02% Add +0.2% 153,803 $28.5M
Trilogy Capital Inc. 1.11% Add +28.1% 153,796 $28.5M
Bellwether Advisors, LLC 4.19% Reduce -33.6% 152,772 $28.3M
Tradewinds Capital Management, LLC 4.87% Add +25855.4% 147,946 $27.4M
Oppenheimer Asset Management Inc. 0.28% Add +36.8% 145,840 $27.0M
Ayalon Insurance Comp Ltd. 3.27% Add +49.7% 143,736 $26.6M
Steward Partners Investment Advisory, LLC 0.14% Add +103.2% 143,569 $26.6M
AE Wealth Management LLC 0.12% Add +3.7% 143,112 $26.5M
Mariner, LLC 0.03% Reduce -29.4% 142,256 $26.4M
&partners 0.11% Add +172.7% 140,658 $26.1M
Robertson Stephens Wealth Management, LLC 0.63% Reduce -2.6% 138,817 $25.7M
Concord Investment Counsel Inc. 6.96% Add +0.1% 137,693 $25.5M
WCG Wealth Advisors LLC 0.60% Add +0.1% 136,380 $25.3M
Sanctuary Advisors, LLC 0.12% Add +1.6% 134,624 $24.9M
Ferguson Wellman Capital Management, Inc. 0.30% Reduce -6.7% 132,696 $24.6M
NewSquare Capital LLC 1.80% Add +4.6% 130,436 $24.2M
Krilogy Financial LLC 0.71% Reduce -8.7% 128,932 $23.9M
Kestra Advisory Services, LLC 0.08% Add +12.3% 128,857 $23.9M
Swan Global Investments, LLC 1.05% Add +0.2% 124,570 $23.1M
Nelson Capital Management, LLC 2.53% Reduce -0.9% 124,403 $23.0M
Capital Investment Advisors, LLC 0.30% Reduce -2.0% 123,692 $22.9M
IHT Wealth Management, LLC 0.48% Reduce -18.4% 121,925 $22.6M
Westwood Holdings Group Inc. 0.17% New 121,409 $22.5M
Jefferies Financial Group Inc. 0.21% Add +7.4% 118,356 $21.9M
Country Trust Bank 0.38% Reduce -29.6% 118,086 $21.9M
Round Rock Advisors LLC 2.78% Add +3.2% 116,373 $21.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.66% Reduce -22.1% 116,155 $21.5M
Lighthouse Financial Services Inc. 4.49% Reduce -0.6% 116,480 $21.4M
Strategic Point Investment Advisors, LLC 2.77% Add +1.6% 114,740 $21.3M
Horizon Investments, LLC 0.23% Add +109.4% 114,613 $21.2M
IMZ Advisory Inc 6.50% Add +2.7% 110,817 $20.5M
Corient Private Wealth LP 0.03% Reduce -4.0% 109,341 $20.3M
Susquehanna International Group, LLP 0.02% Reduce -63.7% 108,029 $20.0M
First Interstate Bank 1.03% Add +15.7% 107,075 $19.8M
Kingsview Wealth Management, LLC 0.23% Add +0.1% 104,635 $19.4M
MAI Capital Management 0.07% Add +15.8% 100,157 $18.6M
Carnegie Investment Counsel 0.37% Reduce -0.5% 100,116 $18.5M
Spire Wealth Management 0.56% Reduce -0.8% 99,489 $18.4M
Founders Financial Securities LLC 0.92% Add +45.2% 97,416 $18.0M
J.W. Cole Advisors, Inc. 0.30% Add +9.6% 94,440 $17.5M
NewEdge Advisors, LLC 0.05% Reduce -5.7% 93,540 $17.3M
Concurrent Investment Advisors, LLC 0.15% Add +27.3% 92,168 $17.1M
Martin & Co. Inc. 2.62% Add +0.2% 90,612 $16.8M
Royal Fund Management, LLC 1.38% Add +8.3% 88,935 $16.5M
Chicago Wealth Management, Inc. 5.80% Add +0.9% 88,271 $16.4M
Stillwater Capital Advisors, LLC 1.66% Reduce -0.2% 88,077 $16.3M
HighPoint Advisor Group LLC 0.56% Add +1.5% 86,309 $16.0M
Tiaa-Cref Individual & Institutional Services, LLC 0.05% Reduce -7.5% 85,629 $15.9M
Benjamin Edwards Inc. 0.14% Add +212.6% 85,447 $15.8M
Waverly Advisors, LLC 0.09% Add +44.2% 85,201 $15.8M
EP Wealth Advisors, LLC 0.06% Add +6.3% 85,108 $15.8M
OneDigital Investment Advisors LLC 0.13% Add +460.1% 84,635 $15.7M
Bluespring Wealth Management, LLC 0.30% New 84,078 $15.6M
HSBC Holdings PLC 0.01% Reduce -6.1% 83,392 $15.6M
TTP Investments, Inc. 6.28% New 83,546 $15.5M
Tamar Securities, LLC 1.45% Add +10.5% 83,367 $15.4M
Parallax Volatility Advisers, L.P. 0.70% Add +8316200.0% 83,163 $15.4M
HRT Financial LP 0.03% Reduce -26.5% 82,667 $15.3M
WBH Advisory Inc. 1.02% Reduce -5.2% 82,260 $15.2M
Forbes J M & Co. LLP 1.20% No change 82,117 $15.2M
NTV Asset Management LLC 1.46% Reduce -0.7% 80,316 $14.9M
Eastern Bank 0.22% Add +24165.4% 78,620 $14.6M
Millennium Management 0.01% Reduce -84.7% 78,546 $14.5M
Jmac Enterprises LLC 2.41% Add +6.9% 77,293 $14.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +3.9% 76,173 $14.1M
National Bank of Canada 0.01% Add +12.5% 75,745 $14.0M
Meiji Yasuda Life Insurance Co 0.46% Reduce -40.3% 75,641 $14.0M
Gotham Asset Management 0.03% Add +139.7% 75,592 $14.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.33% Add +19.0% 75,600 $14.0M
AAFMAA Wealth Management & Trust LLC 4.88% Add +6.2% 75,461 $14.0M
Squarepoint Ops LLC 0.03% New 75,397 $14.0M
Baird Financial Group, Inc. 0.02% Reduce -1.0% 75,272 $13.9M
Advisory Services Network, LLC 0.16% Add +21.9% 74,081 $13.7M
Advisors Preferred, LLC 2.11% New 74,145 $13.6M
Dakota Wealth Management 0.26% Add +0.9% 73,596 $13.6M
Sequoia Financial Advisors, LLC 0.07% Reduce -4.9% 71,332 $13.2M
StoneX Group Inc. 0.53% Add +54.3% 70,924 $13.1M
Pathstone Holdings, LLC 0.04% Add +3.3% 70,393 $13.0M
Rothschild Capital Partners, LLC 2.79% Add +0.8% 70,030 $13.0M
Integrated Wealth Concepts LLC 0.08% Reduce -2.5% 69,980 $13.0M
Gladstone Institutional Advisory LLC 0.41% Add +18.3% 69,815 $12.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.08% Add +4449.8% 68,748 $12.7M
Global Retirement Partners, LLC 0.19% — 68,519 $12.7M
Summit Trail Advisors, LLC 0.16% Add +2.2% 68,481 $12.7M
Old National Bancorp 0.25% Add +8.4% 67,809 $12.6M
Intrua Financial, LLC 1.18% Reduce -5.8% 67,543 $12.5M
Beacon Pointe Advisors, LLC 0.06% Add +11.9% 67,399 $12.5M
Tritonpoint Wealth, LLC 1.21% Reduce -5.2% 66,681 $12.4M
TritonPoint Partners, LLC 1.02% New 66,681 $12.4M
Graham Capital Management, L.P. 0.47% Add +239.7% 66,240 $12.3M
CoreCap Advisors, LLC 0.36% Add +280.0% 66,204 $12.3M
Oppenheimer & Co. Inc. 0.12% Add +32.9% 62,338 $11.5M
Opal Wealth Advisors, LLC 2.49% Add +0.6% 62,150 $11.5M
Lyell Wealth Management, LP 0.70% Add +2.0% 61,942 $11.5M
Sharper & Granite LLC 3.55% Reduce -4.4% 61,921 $11.5M
Exchange Traded Concepts, LLC 0.06% Add +28444.4% 61,085 $11.3M
Wealth Enhancement Advisory Services, LLC 0.02% Add +12.4% 78,077 $11.2M
Private Wealth Advisors, LLC 3.33% Add +21.4% 60,147 $11.1M
Keystone Global Partners, LLC 4.22% Add +16.7% 59,995 $11.1M
O'shaughnessy Asset Management, LLC 0.05% Reduce -26.5% 59,993 $11.1M
Level Four Advisory Services, LLC 0.31% Add +19.5% 59,454 $11.0M
Assetmark, Inc. 0.02% Add +15.0% 59,425 $11.0M
AQR Capital Management 0.00% Add +23.1% 58,848 $10.9M
Vanderbilt University 1.49% New 58,760 $10.9M
Trust Co. of Oklahoma 2.79% Add +4.8% 58,620 $10.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.28% Add +3.5% 58,586 $10.9M
Busey Bank 0.26% Reduce -0.9% 58,546 $10.8M
Salomon & Ludwin, LLC 0.89% Reduce -0.8% 58,790 $10.8M
Shira Ridge Wealth Management 3.72% Add +0.9% 57,580 $10.7M
Centaurus Financial, Inc. 0.41% Add +1.2% 57,064 $10.6M
Innealta Capital, LLC 5.58% No change 56,457 $10.5M
Compass Wealth Management, LLC 4.15% Add +2.7% 56,252 $10.4M
Allspring Global Investments Holdings, LLC 0.02% Add +35.6% 55,784 $10.2M
Lido Advisors, LLC 0.04% Reduce -7.5% 54,568 $10.1M
Quantinno Capital Management LP 0.01% Add +1.7% 54,566 $10.1M
Vickerman Investment Advisors, Inc. 1.96% Add +1.4% 54,477 $10.1M
Chevy Chase Trust Holdings, LLC 0.03% Add +47.8% 54,303 $10.1M
Polymer Capital Management (HK) LTD 1.01% Add +413.3% 53,900 $10.0M
Atlas Capital Advisors Inc. 1.08% Reduce -5.9% 53,101 $9.8M
Farther Finance Advisors, LLC 0.08% Add +8.6% 53,017 $9.8M
Macro Advisors, Inc. 3.13% Add +22.5% 52,940 $9.8M
Independent Financial Group, LLC 0.18% Add +24.8% 52,921 $9.8M
IFG Advisory, LLC 0.34% New 52,321 $9.7M
Flow Traders U.S. LLC 0.40% New 52,282 $9.7M
Ashton Thomas Private Wealth, LLC 0.20% Reduce -69.8% 52,096 $9.6M
Elevation Point Wealth Partners, LLC 0.18% Add +5.0% 51,903 $9.6M
Reyes Financial Architecture, Inc. 5.36% Add +861333.3% 51,686 $9.6M
Prudential PLC 0.06% New 51,560 $9.6M
Bulltick Wealth Management, LLC 1.94% New 51,428 $9.5M
Ocean Park Asset Management, LLC 0.45% New 50,934 $9.4M
Norris Financial Group, LLC 3.74% Add +27.4% 50,676 $9.4M
Summit Financial, LLC 0.10% Reduce -3.9% 50,031 $9.3M
Quadrature Capital Ltd 0.08% New 49,881 $9.2M
ELCO Management Co., LLC 3.98% Add +900.0% 49,800 $9.2M
Brookstone Capital Management 0.09% Add +101.9% 49,620 $9.2M
Atria Investments, Inc 0.09% Add +279.8% 49,001 $9.1M
Sage Rhino Capital LLC 1.49% Reduce -2.6% 48,852 $9.0M
Clarity Financial LLC 0.76% Add +1.4% 48,144 $8.9M
Fairvoy Private Wealth, LLC 1.79% Reduce -9.7% 47,942 $8.9M
Merit Financial Group, LLC 0.06% Reduce -1.2% 47,895 $8.9M
Toth Financial Advisory Corp. 0.86% Add +2.1% 47,647 $8.8M
Walleye Capital LLC 0.05% Reduce -81.0% 47,591 $8.8M
Burns J W & Co. Inc. 0.92% Reduce -2.6% 47,485 $8.8M
AlphaCore Capital LLC 0.16% Reduce -2.3% 47,214 $8.7M
Thor Trading Advisors, LLC 2.73% Reduce -0.1% 46,889 $8.7M
Essex LLC 1.31% Add +0.7% 46,631 $8.6M
3EDGE Asset Management, LP 0.38% Add +72.1% 46,488 $8.6M
Financial Sense Advisors, Inc. 1.86% Add +372.7% 46,241 $8.6M
Sigma Planning Corp 0.21% Add +12.3% 46,079 $8.5M
Sollinda Capital Management LLC 1.82% New 46,069 $8.5M
Rye Brook Capital LLC 5.95% Add +8.1% 45,770 $8.5M
Patten & Patten Inc. 0.44% Add +24.2% 44,903 $8.3M
Group One Trading LLC 0.24% New 44,848 $8.3M
Stratos Wealth Partners, LTD. 0.08% Add +95.2% 44,777 $8.3M
Arax Advisory Partners 0.05% Add +1144.5% 44,315 $8.2M
Bank Hapoalim BM 0.56% Add +19.3% 43,771 $8.1M
Institute for Wealth Management, LLC. 0.72% Add +4.0% 43,753 $8.1M
TOP Private Wealth LLC. 7.67% — 43,178 $8.0M
Cavalier Investments, LLC 2.90% New 42,489 $7.9M
Financial Enhancement Group LLC 0.94% New 42,290 $7.8M
Campbell Capital Management Inc. 2.79% Add +31.2% 41,979 $7.8M
RFG Advisory, LLC 0.12% Add +35.5% 41,772 $7.7M
Hancock Whitney Corp. 0.13% Reduce -10.1% 40,839 $7.6M
Wealth Advisory Solutions, LLC 1.55% Reduce -1.3% 40,766 $7.6M
Foronjy Financial LLC 2.77% Add +7.8% 40,755 $7.5M
Canton Hathaway, LLC 1.44% Add +0.6% 40,518 $7.5M
Relyea Zuckerberg Hanson LLC 0.63% Add +180.3% 40,511 $7.5M
Harbour Investments, Inc. 0.10% Add +1.8% 40,380 $7.5M
Premier Path Wealth Partners, LLC 0.86% Reduce -9.4% 40,279 $7.5M
Signal Advisors Wealth, LLC 0.39% Add +30.4% 40,257 $7.5M
Main Management LLC 0.50% Add +15.8% 40,232 $7.5M
Hudson Bay Capital Management LP 0.04% No change 40,000 $7.4M
Winthrop Capital Management, LLC 1.79% Add +1.2% 39,995 $7.4M
Cornerstone Wealth Group, LLC 0.44% Reduce -0.8% 39,858 $7.4M
Investment Management Corp. /Va/ 6.12% New 39,582 $7.3M
Cumberland Advisors Inc. 2.57% Add +0.2% 39,441 $7.3M
Magnus Financial Group LLC 0.52% Add +3.3% 39,413 $7.3M
Prospera Financial Services Inc 0.11% Add +3.2% 39,352 $7.3M
Ameritas Advisory Services, LLC 0.15% Add +200.9% 39,367 $7.3M
Vestmark Advisory Solutions, Inc. 0.07% Add +30.2% 39,260 $7.3M
Pinnacle Associates Ltd. 0.08% Reduce -0.4% 39,243 $7.3M
Orange Investment Advisors, Inc. 0.88% Add +1.1% 39,192 $7.3M
Massachusetts Wealth Management 2.76% Add +1.7% 39,169 $7.3M
DAVENPORT & Co LLC 0.04% Add +14.6% 38,829 $7.2M
Simmons Bank 0.41% Add +1.1% 38,667 $7.2M
Western Wealth Management, LLC 0.23% Reduce -10.7% 38,228 $7.1M
Client First Capital LLC 2.84% Add +0.2% 38,009 $7.0M
Stockman Wealth Management, Inc. 0.72% Add +0.4% 37,655 $7.0M
Prairie Advisory, LLC 1.67% — 37,632 $7.0M
Prosperity Consulting Group, LLC 0.26% Add +0.3% 37,623 $7.0M
Midwest Trust Co 0.08% Reduce -0.8% 37,133 $6.9M
IFP Advisors, Inc 0.12% Reduce -1.4% 37,106 $6.9M
Provident Co of the Employees of the Hebrew University LTD 5.19% No change 36,671 $6.8M
One Wealth Map LLC 3.16% Add +1.1% 38,366 $6.8M
CX Institutional 0.19% Add +0.7% 35,394 $6.6M
Arch Global Advisors, LLC 2.88% Add +3.2% 35,091 $6.5M
United Capital Financial Advisors, LLC 0.04% Reduce -1.4% 35,072 $6.5M
Crescent Grove Advisors, LLC 0.54% Reduce -0.5% 34,723 $6.4M
Natixis Advisors, LLC 0.01% Reduce -0.8% 34,629 $6.4M
Sage Capital Advisors,llc 1.33% Reduce -0.5% 34,605 $6.4M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -12.0% 34,594 $6.4M
Virtu Financial LLC 0.20% Add +766.7% 34,521 $6.4M
Petredis Investment Advisors LLC 0.43% Reduce -0.8% 34,207 $6.3M
Harbour Trust & Investment Management Co 0.60% Add +27.6% 33,406 $6.2M
Schroder Investment Management Group 0.00% Reduce -19.5% 33,654 $6.2M
Glenmede Trust Co. NA 0.03% Reduce -4.4% 33,139 $6.1M
Kennicott Capital Management LLC 2.84% Reduce -0.8% 33,121 $6.1M
NorthRock Partners, LLC 0.09% Reduce -18.7% 32,871 $6.1M
Proficio Capital Partners LLC 0.22% New 32,870 $6.1M
Principal Securities, Inc. 0.07% Add +7.4% 32,828 $6.1M
Union Bancaire Privee, UBP SA 0.07% No change 33,250 $6.1M
Tidal Investments LLC 0.01% Add +13.3% 32,541 $6.0M
Estate Counselors, LLC 0.51% New 32,311 $6.0M
Rehmann Capital Advisory Group 0.27% Add +41.0% 31,977 $5.9M
McCollum Christoferson Group LLC 1.71% New 31,767 $5.9M
Blair William & Co. 0.01% Reduce -2.3% 31,010 $5.7M
CMH Wealth Management LLC 0.88% Reduce -1.4% 31,001 $5.7M
Cresset Asset Management, LLC 0.02% Reduce -12.3% 30,836 $5.7M
Colton Groome Financial Advisors, LLC 1.37% Add +5.3% 30,524 $5.7M
Ironwood Wealth Management, Inc. 2.37% Reduce -6.2% 30,918 $5.6M
Guerra Pan Advisors, LLC 3.10% Reduce -2.0% 29,956 $5.5M
Granite Harbor Advisors, Inc. 2.18% Reduce -1.7% 29,479 $5.5M
Mutual Advisors, LLC 0.10% Reduce -20.9% 29,375 $5.4M
Centennial Bank 1.74% Add +15.7% 29,271 $5.4M
Allred Capital Management, LLC 1.78% Add +2.7% 29,256 $5.4M
Cooksen Wealth, LLC 3.40% Add +3.2% 29,089 $5.4M
Apollon Financial, LLC 0.63% Add +2.4% 28,893 $5.4M
Algorithmic Investment Models, LLC 6.19% Reduce -14.4% 28,883 $5.3M
TCV Trust & Wealth Management, Inc. 0.40% Reduce -3.5% 28,768 $5.3M
Measured Wealth Private Client Group, LLC 1.29% Add +39.3% 28,757 $5.3M
Perennial Investment Advisors, LLC 0.36% Reduce -11.2% 28,750 $5.3M
LightSquare Wealth Management, LLC 3.66% Reduce -6.8% 28,662 $5.3M
Alliancebernstein L.P. 0.00% Add +502.5% 32,648 $5.3M
Fiduciary Group, LLC 0.41% Add +2.5% 28,484 $5.3M
Spinnaker Trust 0.26% Reduce -35.7% 28,438 $5.3M
Tucker Asset Management LLC 1.30% Reduce -7.0% 28,422 $5.3M
Arkadios Wealth Advisors 0.08% Reduce -7.0% 28,081 $5.2M
Victory Financial Group, LLC 0.54% Reduce -3.6% 27,925 $5.2M
Maxele Advisors, LLC 3.61% — 27,900 $5.2M
Capital Wealth Planning, LLC 0.03% Add +1.3% 27,889 $5.2M
Visionary Horizons, LLC 2.12% Add +15.3% 27,361 $5.1M
Snowden Capital Advisors LLC 0.12% Reduce -1.5% 27,265 $5.1M
Howard Capital Management Group, LLC 0.31% Add +6.3% 27,239 $5.0M
Strategic Financial Partners, Ltd. 1.90% Add +35.3% 27,227 $5.0M
Camelot Technology Advisors, Inc. 3.43% Reduce -9.3% 27,124 $5.0M
Vaughan David Investments LLC 0.10% Add +11.6% 27,014 $5.0M
Arrow Investment Advisors, LLC 4.84% Reduce -1.6% 26,996 $5.0M
Fairfield Financial Advisors, LTD 1.97% Add +3.0% 26,954 $5.0M
AMG National Trust Bank 0.10% Reduce -29.8% 26,693 $4.9M
Regal Investment Advisors LLC 0.25% Add +42.6% 26,130 $4.8M
Meridian Investment Counsel Inc. 1.04% Reduce -2.9% 26,122 $4.8M
Prime Capital Investment Advisors, LLC 0.05% Reduce -0.5% 26,075 $4.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% New 26,000 $4.8M
Allianz Asset Management GmbH 0.00% Reduce -89.1% 25,900 $4.8M
Teamwork Financial Advisors, LLC 0.45% Add +7.2% 25,782 $4.8M
High Note Wealth, LLC 0.80% Reduce -3.4% 25,305 $4.7M
Flagship Harbor Advisors, LLC 0.18% Add +43.1% 25,278 $4.7M
Vivid Wealth Management, LLC 1.64% Add +1.2% 25,133 $4.7M
SageGuard Financial Group, LLC 0.65% Add +9.5% 24,981 $4.6M
Bank of Nova Scotia 0.01% Add +76.7% 24,980 $4.6M
WealthBridge Capital Management, LLC 0.92% Add +4.1% 24,963 $4.6M
Shelter Rock Management, LLC 4.48% New 24,944 $4.6M
Vectors Research Management, LLC 1.19% Add +21.8% 24,648 $4.6M
Intrepid Financial Planning Group LLC 1.55% Reduce -1.3% 24,615 $4.6M
Certified Advisory Corp 0.36% Reduce -0.7% 24,163 $4.5M
HB Wealth Management, LLC 0.03% Reduce -1.3% 24,111 $4.5M
MPWM Advisory Solutions, LLC 2.04% Add +14.2% 24,006 $4.4M
West Financial Advisors, LLC 0.67% Add +2.8% 23,895 $4.4M
First Merchants Corp. 0.16% Add +0.2% 23,867 $4.4M
WealthCare Investment Partners, LLC 1.07% Add +16.4% 23,736 $4.4M
Choate Investment Advisors 0.08% Reduce -0.7% 23,727 $4.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -87.5% 23,704 $4.4M
Dorsey Wright & Associates 0.74% Reduce -45.4% 23,682 $4.4M
Clarus Wealth Advisors 1.68% Add +9.3% 24,203 $4.4M
Geneos Wealth Management Inc. 0.09% Add +341.5% 23,525 $4.4M
10Elms LLP 1.95% Add +21.0% 23,507 $4.4M
Keybank National Association 0.01% Add +4.3% 22,947 $4.3M
Innova Wealth Partners 1.76% Reduce -13.6% 22,937 $4.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.37% Reduce -2.3% 23,700 $4.2M
Courier Capital LLC 0.21% Reduce -1.4% 22,630 $4.2M
Avior Wealth Management, LLC 0.11% Add +49.8% 22,621 $4.2M
First Trust Advisors LP 0.00% Add +1.1% 22,602 $4.2M
January Capital Advisors LLC 3.49% New 22,556 $4.2M
Waldron Private Wealth LLC 0.14% Reduce -10.5% 22,384 $4.1M
Madison Park Capital Advisors, LLC 2.94% Add +229.5% 79,707 $4.1M
Mechanics Bank Trust Department 0.51% Reduce -1.1% 22,194 $4.1M
Wall Street Financial Group, Inc. 2.20% Add +31.0% 22,191 $4.1M
World Investment Advisors 0.07% Reduce -7.6% 23,072 $4.1M
Signature Estate & Investment Advisors LLC 0.07% Reduce -0.7% 22,115 $4.1M
Sowell Financial Services LLC 0.13% Reduce -11.2% 22,073 $4.1M
Taiyo Life Insurance Co. 0.37% No change 22,000 $4.1M
Value Investment Professionals, LLC 3.39% New 21,745 $4.0M
Axxcess Wealth Management, LLC 0.06% Reduce -2.0% 21,578 $4.0M
First Western Trust Bank 0.19% New 21,021 $3.9M
Penserra Capital Management LLC 0.03% New 20,958 $3.9M
Zullo Investment Group, Inc. 1.32% Reduce -4.1% 20,943 $3.9M
Channel Wealth LLC 0.87% Add +5.3% 20,932 $3.9M
Butensky & Cohen Financial Security, Inc. 0.96% Add +0.6% 20,869 $3.9M
First Financial Bank - Trust Division 0.27% Add +3.9% 20,556 $3.8M
Regions Financial Corp. 0.02% Reduce -0.2% 20,527 $3.8M
Joseph P. Lucia & Associates, LLC 1.14% Add +44.8% 20,408 $3.8M
Guardian Partners Inc. 0.34% New 20,400 $3.8M
Great Valley Advisor Group, Inc. 0.06% Add +1.7% 20,267 $3.8M
Floyd Financial Group LLC 2.44% Reduce -3.0% 20,735 $3.7M
GeoWealth Management, LLC 0.12% Add +19.5% 20,189 $3.7M
Capital Advisors, Ltd. LLC 0.38% Add +12.4% 20,172 $3.7M
Finivi Inc. 1.91% Reduce 0.0% 20,109 $3.7M
Capital Investment Counsel, LLC 0.46% Add +3.6% 19,960 $3.7M
Markin Asset Management, LP 3.12% Add +24.0% 19,707 $3.7M
Huntington National Bank 0.02% Reduce -3.4% 19,607 $3.6M
Chemung Canal Trust Co. 0.67% Reduce -3.8% 19,435 $3.6M
Jane Street Group, LLC 0.00% Add +930.3% 19,390 $3.6M
Wedbush Securities Inc. 0.09% Add +7.3% 19,383 $3.6M
NewEdge Wealth, LLC 0.04% Add +0.8% 19,352 $3.6M
Amarillo National Bank 0.57% No change 19,333 $3.6M
D.A. Davidson & Co. 0.02% Reduce -30.1% 19,122 $3.5M
Allworth Financial LP 0.01% Reduce -8.0% 19,077 $3.5M
Galvin, Gaustad & Stein, LLC 0.26% Add +165.6% 19,069 $3.5M
Verus Capital Partners, LLC 0.19% Add +89.7% 19,050 $3.5M
Integrated Advisors Network LLC 0.16% Add +8.2% 19,044 $3.5M
Larson Financial Group LLC 0.09% Reduce -43.2% 19,041 $3.5M
Clark Financial Services Group Inc. 1.66% Add +0.5% 18,971 $3.5M
Farmers & Merchants Trust Co of Chambersburg PA 0.89% Add +0.5% 18,950 $3.5M
Dynamic Advisor Solutions LLC 0.10% Reduce -31.8% 18,895 $3.5M
Fourth Dimension Wealth, LLC 1.10% Add +9.2% 18,860 $3.5M
Sykon Capital LLC 1.07% Add +1422.0% 18,842 $3.5M
David Kennon Inc 1.15% New 18,779 $3.5M
Crestwood Advisors Group, LLC 0.05% Reduce -4.7% 18,733 $3.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.17% Add +809.1% 18,719 $3.5M
Cape Cod Five Cents Savings Bank 0.28% — 18,655 $3.5M
RPg Family Wealth Advisory, LLC 0.58% Add +16.1% 18,655 $3.5M
ES4, LLC 1.81% Add +43.0% 18,633 $3.5M
Lee Johnson Capital Management, LLC 1.08% Add +28.8% 18,626 $3.5M
Nilsine Partners, LLC 0.24% Add +0.3% 18,600 $3.4M
MontVue Capital Management, Inc. 1.97% Reduce -0.9% 18,522 $3.4M
St. Johns Investment Management Company, LLC 1.29% Add +2.0% 18,409 $3.4M
J. Goldman & Co LP 0.12% Add +28.7% 18,332 $3.4M
Analyst IMS Investment Management Services Ltd. 0.08% No change 18,200 $3.4M
Simplicity Wealth,LLC 0.11% Add +187.4% 18,193 $3.4M
Horizon Financial Services, LLC 1.28% Reduce -1.1% 18,056 $3.3M
B. Riley Wealth Advisors, Inc. 0.18% Add +25.4% 18,295 $3.3M
Risk Paradigm Group, LLC 2.61% Add +16.8% 17,954 $3.3M
CreativeOne Wealth, LLC 0.07% Add +19.5% 17,932 $3.3M
Aster Capital Management (DIFC) Ltd 0.71% New 17,927 $3.3M
Associated Banc-Corp 0.08% Add +0.3% 17,854 $3.3M
Savant Capital, LLC 0.01% Add +227.0% 18,518 $3.3M
Chesapeake Wealth Management 0.92% Add +2.2% 17,740 $3.3M
Kovack Advisors, Inc. 0.16% Add +34.6% 17,766 $3.3M
CMG Global Holdings, LLC 1.38% Add +0.2% 17,580 $3.3M
Flagship Capital Management Inc. 2.05% No change 17,571 $3.3M
BigSur Wealth Management LLC 0.78% Add +0.4% 17,570 $3.3M
Planwiser Financial, LLC 2.25% Add +1.1% 17,448 $3.2M
Maridea Wealth Management LLC 0.35% Add +8.2% 17,360 $3.2M
KKM Financial LLC 0.44% Reduce -18.7% 17,312 $3.2M
Vertex Investment Solutions Co., Ltd. 2.14% Add +810.5% 17,300 $3.2M
Webster Bank, N. A. 0.27% Reduce -1.3% 16,997 $3.1M
Jacobi Capital Management LLC 0.15% Add +0.3% 16,958 $3.1M
Bfsg, LLC 0.28% Reduce -0.6% 16,896 $3.1M
Commerce Bank 0.01% Reduce -0.8% 16,885 $3.1M
Absolute Capital Management, LLC 0.78% Add +85.2% 16,832 $3.1M
Dorsey & Whitney Trust CO LLC 0.15% No change 16,830 $3.1M
Sax Wealth Advisors, LLC 0.13% New 19,224 $3.1M
Venturi Wealth Management, LLC 0.12% Reduce -31.1% 16,556 $3.1M
M&T Bank Corp 0.01% Reduce -0.5% 16,400 $3.0M
Ibex Wealth Advisors 0.24% Add +119.9% 16,397 $3.0M
Spreng Capital Management, Inc. 1.10% Reduce -2.0% 16,331 $3.0M
Waterloo Capital, L.P. 0.17% Reduce -68.5% 16,309 $3.0M
NorthCrest Asset Manangement, LLC 0.08% Add +2.8% 16,647 $3.0M
Cary Street Partners Financial LLC 0.07% Add +2.5% 16,258 $3.0M
Graetz Wealth LLC 2.37% Add +6.3% 16,020 $3.0M
Crew Capital Management, Ltd 1.62% Reduce -2.2% 16,005 $3.0M
Pine Valley Investments Ltd Liability Co 0.13% Add +10.1% 15,979 $3.0M
Wealthspire Advisors, LLC 0.02% Add +131.3% 15,921 $2.9M
Kestra Private Wealth Services, LLC 0.03% Reduce -4.5% 15,838 $2.9M
Integrity Alliance, Llc. 0.09% Add +200.3% 15,833 $2.9M
Federation des caisses Desjardins du Quebec 0.01% Add +3.8% 15,818 $2.9M
Keebeck Wealth Management 0.28% No change 15,724 $2.9M
Parallel Advisors, LLC 0.04% Add +4.1% 15,629 $2.9M
Everest Financial Group LLC 0.39% Add +0.7% 15,531 $2.9M
SMI Advisory Services, LLC 0.46% Add +121.6% 15,419 $2.9M
AdvisorNet Financial, Inc 0.13% Add +10.9% 15,328 $2.8M
Independence Wealth Advisors, LLC 1.42% Reduce -6.9% 15,281 $2.8M
Trust Co 0.26% Reduce -3.3% 15,276 $2.8M
Brown, Lisle/Cummings, Inc. 0.63% Add +0.1% 15,271 $2.8M
MSH Capital Advisors LLC 0.49% Add +18.9% 15,173 $2.8M
PCG Asset Management, LLC 2.01% Add +0.1% 15,145 $2.8M
Symmetry Partners, LLC 0.14% Add +94.7% 15,141 $2.8M
CFC Planning Co LLC 1.66% Add +5.1% 15,139 $2.8M
Howe & Rusling Inc. 0.16% Reduce -40.0% 15,000 $2.8M
Laurel Wealth Advisors LLC 0.26% Add +0.8% 14,782 $2.7M
Apollon Wealth Management, LLC 0.03% Add +159.0% 14,775 $2.7M
Sig Brokerage, LP 0.43% Reduce -37.4% 14,681 $2.7M
PeakShares LLC 2.00% Reduce -14.6% 14,537 $2.7M
Ticino Wealth 0.85% Add +62.5% 14,487 $2.7M
Bank of New York Mellon Corp 0.00% Reduce -7.4% 14,475 $2.7M
Alexis Investment Partners, LLC 1.55% Add +3.6% 14,543 $2.7M
Stephen J. Garry & Associates, LLC 1.93% Add +16.6% 14,314 $2.7M
Evercore Wealth Management, LLC 0.04% No change 14,292 $2.6M
RiverGlades Family Offices LLC 1.21% Reduce -1.3% 14,184 $2.6M
Trinity Wealth Management, LLC 0.83% New 14,157 $2.6M
MMBG Investment Advisors Co. 0.21% Reduce -15.9% 14,137 $2.6M
First Business Financial Services, Inc. 0.20% No change 14,013 $2.6M
Cornerstone Advisory, LLC 0.22% Add +0.0% 14,013 $2.6M
United Asset Strategies, Inc. 0.18% Reduce -4.5% 13,994 $2.6M
Quattro Financial Advisors LLC 0.55% Add +0.3% 13,946 $2.6M
Vise Technologies, Inc. 0.03% Add +175.7% 13,943 $2.6M
Marshall Investment Management, LLC 1.07% Add +42.6% 13,852 $2.6M
Stratos Wealth Advisors, LLC 0.14% Add +5.7% 13,815 $2.6M
Boltwood Capital Management 0.59% Reduce -1.3% 13,806 $2.6M
Darwin Wealth Management, LLC 0.70% Add +2.6% 13,760 $2.5M
Hilltop Holdings Inc. 0.21% Add +6.0% 13,680 $2.5M
Wharton Business Group, LLC 0.08% Reduce -2.4% 13,632 $2.5M
Sava Infond d.o.o. 0.18% Add +5.4% 13,620 $2.5M
Nicolet Bankshares Inc. 0.08% Add +10.7% 13,572 $2.5M
Schonfeld Strategic Advisors LLC 0.01% Reduce -76.5% 13,422 $2.5M
New Wave Wealth Advisors LLC 0.68% Reduce -30.3% 13,401 $2.5M
Moors & Cabot, Inc. 0.10% Add +6.4% 13,361 $2.5M
Everstar Asset Management, LLC 1.19% Reduce -3.9% 13,358 $2.5M
Wall Capital Group, Inc. 2.02% Add +3.4% 13,307 $2.5M
VestGen Advisors, LLC 0.07% Add +4.2% 13,187 $2.4M
Landaas & Co. /Wi 0.44% Add +2.2% 13,148 $2.4M
Bessemer Group Inc. 0.00% Reduce -4.4% 13,149 $2.4M
Eschler Asset Management LLP 4.33% New 13,074 $2.4M
Encompass More Asset Management 0.35% Reduce -46.5% 12,923 $2.4M
Flaharty Asset Management, LLC 3.41% Reduce -92.4% 12,937 $2.4M
Colony Family Offices, LLC 0.52% No change 12,842 $2.4M
Visionary Wealth Advisors 0.09% Add +15.2% 12,827 $2.4M
McGuire Investment Group, LLC 0.21% Add +2.4% 12,803 $2.4M
LYNX Capital Group Ltd. 0.96% New 12,800 $2.4M
Advisor OS, LLC 0.16% Add +9.2% 12,776 $2.4M
Centiva Capital, LP 0.08% New 12,583 $2.3M
Crews Bank & Trust 0.30% Reduce -0.5% 12,485 $2.3M
HBW Advisory Services LLC 0.21% Add +0.3% 12,435 $2.3M
Safe Harbor Fiduciary, LLC 1.78% Add +5.2% 12,344 $2.3M
Okabena Investment Services Inc. 0.41% Add +2.1% 12,277 $2.3M
Abbot Financial Management, Inc. 0.83% Add +1.0% 12,253 $2.3M
Glen Eagle Advisors, LLC 0.29% Add +12.1% 12,253 $2.3M
Deltec Asset Management LLC 0.34% No change 12,250 $2.3M
Hansen & Associates Financial Group, Inc. 1.30% Add +8.1% 12,227 $2.3M
First Manhattan Co. Llc. 0.01% Reduce -0.2% 12,189 $2.3M
Cushing Capital Partners, LLC 1.55% Add +18.4% 12,139 $2.2M
Modera Wealth Management, LLC 0.02% Reduce -0.5% 12,102 $2.2M
Bank of Marin 1.56% Add +0.9% 12,095 $2.2M
Pinnacle Financial Partners, Inc. 0.02% Add +0.2% 12,055 $2.2M
Morton Community Bank 0.45% Add +19.3% 12,053 $2.2M
Compass Financial Management LLC 0.27% — 11,810 $2.2M
Capitol Family Office, Inc. 2.31% Add +7.3% 11,825 $2.2M
Marion Wealth Management 0.45% Reduce -1.0% 11,818 $2.2M
Providence First Trust Co 0.61% Reduce -7.4% 11,816 $2.2M
Kingswood Wealth Advisors, LLC 0.09% Reduce -14.6% 11,807 $2.2M
Harbor Asset Planning, Inc. 1.64% Reduce -4.2% 11,782 $2.2M
Moulton Wealth Management, Inc. 1.43% New 11,846 $2.2M
Cullen/Frost Bankers, Inc. 0.02% Add +2.5% 11,661 $2.2M
Cascades Capital Asset Management, LLC 0.80% Add +18.2% 11,644 $2.2M
Wealthcare Advisory Partners LLC 0.04% Reduce -75.5% 11,632 $2.2M
CDKV Holdings LLC 1.68% Reduce -1.2% 11,624 $2.2M
Choreo, LLC 0.02% Reduce -7.3% 11,554 $2.1M
Parsons Capital Management Inc. 0.10% Add +0.9% 11,523 $2.1M
Simon Quick Advisors, LLC 0.09% Add +25.9% 11,478 $2.1M
Transcendent Capital Group LLC 0.83% New 11,477 $2.1M
White Pine Investment CO 0.45% Add +2.8% 11,465 $2.1M
Copia Wealth Management 1.27% Add +20.0% 11,450 $2.1M
Claro Advisors Inc. 0.22% Add +1.9% 11,349 $2.1M
Sequent Planning LLC 0.45% Add +8.1% 11,340 $2.1M
Sacks & Associates, LLC 1.42% Add +3.7% 11,677 $2.1M
Cornerstone Wealth Management, LLC 0.09% Add +16.7% 11,310 $2.1M
Caprock Group, LLC 0.04% No change 11,280 $2.1M
Terra Nova Asset Management LLC 1.28% Add +0.1% 11,279 $2.1M
First Horizon Corp. 0.08% Reduce -39.7% 11,263 $2.1M
Realta Investment Advisors 0.64% Reduce -16.6% 11,201 $2.1M
Wealthfront Advisers LLC 0.00% Add +20.3% 11,177 $2.1M
Gerald Baker Financial Group LLC 0.59% Add +12.8% 11,158 $2.1M
Walleye Trading LLC 0.03% New 11,112 $2.1M
Successful Portfolios LLC 0.96% Reduce -0.0% 11,309 $2.1M
Perigon Wealth Management, LLC 0.03% Reduce -15.3% 11,064 $2.0M
Objective Capital Management, LLC 1.81% Add +10.3% 11,005 $2.0M
Elm Partners Management LLC 0.07% Add +10.9% 10,958 $2.0M
Accel Wealth Management 0.46% Add +29.8% 10,951 $2.0M
City Center Advisors, LLC 1.64% Reduce -11.0% 10,947 $2.0M
Ami Investment Management Inc. 0.43% Reduce -1.7% 10,898 $2.0M
Confluence Investment Management LLC 0.03% New 10,894 $2.0M
Redwood Financial Network Corp 1.12% Reduce -4.2% 10,892 $2.0M
Fearless Solutions, LLC dba Best Invest 1.06% Add +2.3% 10,819 $2.0M
Toronto Dominion Bank 0.00% Add +588.5% 10,782 $2.0M
Vestor Capital, LLC 0.12% Reduce -98.8% 3,794 $2.0M
Tempo Wealth, LLC 0.29% Add +7.7% 10,670 $2.0M
Brandywine Oak Private Wealth LLC 0.15% Reduce -0.3% 10,627 $2.0M
Balyasny Asset Management L.P. 0.00% New 10,590 $2.0M
Southern Capital Services Inc. 1.10% Add +2.5% 10,582 $2.0M
Nwam LLC 0.10% Reduce -0.3% 10,576 $2.0M
Strategic Blueprint, LLC 0.10% Add +24.4% 10,573 $2.0M
Fulcrum Equity Management 1.57% Add +20.0% 10,482 $1.9M
Transcend Capital Advisors, LLC 0.13% Add +13.2% 10,323 $1.9M
Nova Wealth Management, Inc. 1.04% Add +10.3% 10,221 $1.9M
Payne Capital LLC 1.56% Reduce -31.9% 10,132 $1.9M
Shay Capital LLC 0.20% New 10,000 $1.9M
Renaissance Technologies 0.00% Reduce -98.5% 10,000 $1.9M
Neville Rodie & Shaw Inc. 0.12% Add +19.1% 10,000 $1.9M
Rockland Trust Co. 0.07% Reduce -5.9% 9,983 $1.8M
Transamerica Financial Advisors, LLC 0.16% Reduce -12.7% 9,968 $1.8M
Atlatl Advisers LLC 0.44% New 9,912 $1.8M
Calton & Associates, Inc. 0.27% Add +4.9% 9,860 $1.8M
Atlantic Union Bankshares Corp 0.03% Add +1.1% 9,806 $1.8M
Cresta Advisors, Ltd. 0.65% Add +1.6% 9,772 $1.8M
Onyx Bridge Wealth Group LLC 0.16% Reduce -87.0% 9,723 $1.8M
E&G Advisors, LLC 0.35% Add +13.4% 9,714 $1.8M
Csenge Advisory Group 0.07% Reduce -32.5% 9,692 $1.8M
Orca Investment Management, LLC 1.30% Add +2.0% 9,639 $1.8M
Directional Asset Management 1.70% Reduce -9.8% 9,633 $1.8M
Seeds Investor LLC 0.18% New 9,631 $1.8M
Worth Asset Management, LLC 0.57% Add +7.8% 9,570 $1.8M
Proffitt & Goodson Inc. 0.24% Reduce -3.4% 9,559 $1.8M
Alchemi Wealth, LLC 0.83% Add +8.0% 9,522 $1.8M
Johnson Investment Counsel Inc. 0.01% Add +24.2% 9,477 $1.8M
RCW Management, LLC 1.57% No change 9,472 $1.8M
Whitaker-Myers Wealth Managers, LTD. 0.29% Reduce -40.9% 9,414 $1.7M
Citizens Financial Group Inc. 0.02% Add +0.0% 9,366 $1.7M
Mgo One Seven LLC 0.03% Add +6.3% 9,309 $1.7M
Orion Porfolio Solutions, LLC 0.01% Reduce -18.2% 9,266 $1.7M
Silverlake Wealth Management LLC 0.33% Reduce -7.8% 9,227 $1.7M
Fifth Third Securities, Inc. 0.10% Add +0.4% 9,154 $1.7M
Windsor Capital Management, LLC 0.44% Reduce -0.8% 9,150 $1.7M
Magnolia Capital Management Ltd. 1.17% Reduce -25.1% 9,140 $1.7M
Oribel Capital Management, LP 0.14% New 9,400 $1.7M
First Bancorp, Inc 0.66% No change 9,086 $1.7M
Edgestream Partners, L.P. 0.05% New 9,067 $1.7M
Invst, LLC 0.16% Reduce -29.4% 9,000 $1.7M
Spruce Point Capital Management, LLC 3.09% Add +40.6% 9,000 $1.7M
Gilliland Jeter Wealth Management LLC 0.44% Add +0.0% 8,996 $1.7M
Tocqueville Asset Management L.P. 0.02% Add +0.2% 8,990 $1.7M
Cypress Asset Management Inc. 0.32% Add +0.1% 8,944 $1.7M
Ausdal Financial Partners, Inc. 0.06% Add +6.2% 8,923 $1.7M
Tulsa Wealth Advisors, INC 0.23% Add +0.2% 8,919 $1.7M
NBT Bank, N.A. 0.11% Reduce -1.0% 8,830 $1.6M
Wilmington Savings Fund Society, FSB 0.04% Reduce -2.8% 8,783 $1.6M
Financial Engines Advisors L.L.C. 0.00% Reduce -1.3% 8,743 $1.6M
PFG Investments, LLC 0.06% Add +3.3% 8,704 $1.6M
Founders Grove Wealth Partners, LLC 0.32% Add +0.6% 8,665 $1.6M
CIBC Bancorp USA Inc. 0.00% Add +4.2% 8,571 $1.6M
Wellspring Financial Advisors, LLC 0.10% Reduce -9.0% 8,554 $1.6M
Blue Chip Partners, LLC 0.10% Add +7.8% 8,522 $1.6M
Compass Capital Corp. /Ma/ 0.51% Reduce -5.7% 8,524 $1.6M
Meridian Wealth Management, LLC 0.05% Add +1.6% 8,516 $1.6M
WESPAC Advisors, LLC 0.77% Add +7.7% 8,514 $1.6M
Principle Wealth Partners LLC 0.08% Reduce -2.5% 8,470 $1.6M
Aspen Investment Management Inc 0.42% Reduce -1.9% 8,463 $1.6M
Beaumont Financial Advisors, LLC 0.10% Reduce -0.3% 8,415 $1.6M
GFS Advisors, LLC 0.17% New 55 $1.5M
Kessler Investment Group, LLC 0.66% Add +41.6% 8,295 $1.5M
Founders Financial Alliance, LLC 0.20% Reduce -0.6% 8,281 $1.5M
Belpointe Asset Management LLC 0.05% Reduce -25.0% 8,278 $1.5M
Credit Agricole S A 0.00% Reduce -9.7% 8,256 $1.5M
LMR Partners LLP 0.01% New 8,250 $1.5M
Brown Advisory Inc. 0.00% Reduce -1.4% 8,224 $1.5M
Conscious Wealth Investments, LLC 0.78% New 8,523 $1.5M
Ruggiero Investments, Inc. 1.29% Add +0.2% 8,210 $1.5M
Evanson Financial, LLC 0.07% — 8,200 $1.5M
Insigneo Advisory Services, LLC 0.06% Add +4.3% 8,199 $1.5M
Washington Growth Strategies LLC 0.84% Add +2.0% 8,165 $1.5M
OneAscent Financial Services LLC 0.07% Reduce -3.0% 8,164 $1.5M
Signature Equity Partners, LLC 0.69% Add +4.2% 8,149 $1.5M
OpenArc Corporate Advisory, LLC 0.02% Reduce -6.3% 8,127 $1.5M
Composition Wealth, LLC 0.02% Add +29.3% 8,103 $1.5M
Rossby Financial, LCC 0.27% Add +26.5% 8,090 $1.5M
Yelin Lapidot Holdings Management Ltd. 0.28% No change 8,000 $1.5M
Point Windward Advisors Inc. 0.66% Reduce -0.1% 7,975 $1.5M
Black Swift Group, LLC 0.21% Add +13.6% 7,950 $1.5M
First Growth Capital LLC 1.12% New 7,947 $1.5M
Advisory Solutions Group, LLC 0.50% — 7,896 $1.5M
Bison Wealth, LLC 0.13% Add +27.4% 7,876 $1.5M
Private Wealth Management Group, LLC 0.34% New 7,889 $1.5M
Essex Financial Services, Inc. 0.07% Add +2.9% 7,879 $1.5M
FFG Partners, LLC 0.42% New 7,853 $1.5M
Vilga Financial Planning LLC 1.10% Add +2.5% 7,842 $1.5M
Trivium Point Advisory, LLC 0.13% New 7,792 $1.4M
Monetary Management Group Inc. 0.30% Add +7.6% 7,775 $1.4M
Investment Management Trust, LLC 1.29% Reduce -6.0% 7,770 $1.4M
Keel Point, LLC 0.08% Add +11.7% 7,760 $1.4M
Elmwood Wealth Management, Inc. 0.36% No change 7,742 $1.4M
Counterweight Ventures, LLC 0.71% Reduce -1.4% 7,724 $1.4M
Pallas Capital Advisors LLC 0.04% Reduce -1.6% 7,713 $1.4M
Plimoth Trust Co. LLC 0.29% Reduce -3.9% 7,709 $1.4M
Capital Investment Counsel, Inc 0.15% No change 7,667 $1.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.16% Reduce -1.8% 7,630 $1.4M
Financial & Tax Architects, LLC 0.30% Add +1.2% 7,608 $1.4M
Journey Advisory Group, LLC 0.11% Reduce -1.8% 7,576 $1.4M
Advyzon Investment Management, LLC 0.10% Add +3.9% 7,569 $1.4M
Focus Partners Advisor Solutions, LLC 0.01% Add +56.4% 7,533 $1.4M
Archer Investment Management, LLC 0.48% Add +253.6% 7,514 $1.4M
Fullerton Fund Management Co Ltd. 0.09% New 7,500 $1.4M
Thomasville National Bank 0.08% — 7,494 $1.4M
Olistico Wealth, LLC 0.59% Add +0.2% 7,494 $1.4M
Neuberger Berman Group LLC 0.00% Add +1.4% 7,487 $1.4M
Game Plan Financial Advisors, LLC 0.55% Reduce -41.8% 7,450 $1.4M
Advisor Resource Council 0.46% New 7,426 $1.4M
Brookwood Investment Group LLC 0.16% Add +13.9% 7,402 $1.4M
Dimension Capital Management LLC 0.16% Add +20.3% 7,378 $1.4M
Spartan Wealth Advisory Services LLC 0.11% Add +1.7% 7,372 $1.4M
Beacon Bridge Wealth Partners, LLC 0.39% Reduce -2.7% 7,366 $1.4M
Luminist Capital LLC 1.54% Add +35.4% 7,344 $1.4M
Fagan Associates, Inc. 0.17% Reduce -2.9% 7,293 $1.4M
Bradley Foster & Sargent Inc. 0.02% Reduce -0.2% 7,272 $1.3M
Roberts Wealth Advisors, LLC 0.31% Reduce -12.7% 7,263 $1.3M
Hudson Value Partners, LLC 0.34% Add +1.3% 7,222 $1.3M
Burke & Herbert Bank & Trust Co. 0.33% Add +4.0% 7,150 $1.3M
Financial Insights, Inc. 0.36% No change 7,148 $1.3M
Contravisory Investment Management, Inc. 0.23% Add +56.5% 7,128 $1.3M
Icon Wealth Advisors, LLC 0.08% Add +0.4% 7,110 $1.3M
Fortress Private Ledger, LLC 0.36% Add +29.1% 7,076 $1.3M
SeaCrest Wealth Management, LLC 0.14% Reduce -1.7% 7,065 $1.3M
Venture Visionary Partners LLC 0.04% Add +42.3% 7,061 $1.3M
Houlihan Financial Resource Group, Ltd. 0.47% No change 7,052 $1.3M
Tudor Investment Corporation 0.01% Reduce -89.7% 6,963 $1.3M
Madden Advisory Services, Inc. 0.46% Reduce -0.4% 6,919 $1.3M
Cornerstone Select Advisors, LLC 0.54% Add +13.7% 6,907 $1.3M
Rik Saylor Financial, Inc. 0.84% Reduce -5.0% 6,884 $1.3M
Childress Capital Advisors, LLC 0.21% Add +262.9% 6,873 $1.3M
Legacy Capital Group California, Inc. 0.38% Add +43.9% 6,860 $1.3M
Retirement Planning Group, LLC 0.03% Reduce -13.9% 6,845 $1.3M
Valeo Financial Advisors, LLC 0.03% Reduce -22.0% 6,836 $1.3M
Koshinski Asset Management, Inc. 0.07% Add +1.8% 6,833 $1.3M
Wealthstar Advisors, LLC 0.63% Add +6.3% 6,814 $1.3M
Private Trust Co. NA 0.10% Add +0.1% 6,792 $1.3M
Banco Santander, S.A. 0.01% Reduce -21.8% 6,792 $1.3M
Flputnam Investment Management Co. 0.01% Add +18.7% 6,785 $1.3M
Bullock Wealth Management Group 0.54% Add +35.0% 6,770 $1.2M
Nations Financial Group Inc, /Ia/ 0.06% Add +0.4% 6,678 $1.2M
Aptus Capital Advisors, LLC 0.01% Add +1.8% 6,662 $1.2M
Curat Global, LLC 1.01% Reduce -50.3% 8,779 $1.2M
Smith Salley Wealth Management 0.05% Reduce -0.4% 6,646 $1.2M
Schuylkill Financial LLC 1.14% — 6,630 $1.2M
LongView Wealth Management 0.31% Reduce -1.9% 6,589 $1.2M
Donaldson Capital Management, LLC 0.03% Reduce -0.9% 6,561 $1.2M
NWF Advisory Services Inc. 0.11% Add +16.7% 6,540 $1.2M
Toews Corp. 0.18% New 6,500 $1.2M
Circle Wealth Management, LLC 0.02% Reduce -31.3% 6,478 $1.2M
Midwestern Financial, LLC 0.84% Add +0.3% 6,477 $1.2M
Nixon Peabody Trust Co. 0.08% Add +49.1% 6,476 $1.2M
Providence Capital Advisors, LLC 0.18% Add +4.5% 6,473 $1.2M
Pettyjohn, Wood & White, Inc. 0.17% Add +8.7% 6,465 $1.2M
Richards, Merrill & Peterson, Inc. 0.38% Add +66.7% 6,410 $1.2M
One Charles Private Wealth Services, LLC 0.27% Reduce -5.0% 6,401 $1.2M
Sovran Advisors, LLC 0.09% Reduce -0.0% 6,476 $1.2M
Montag A & Associates Inc. 0.05% Reduce -7.3% 6,376 $1.2M
Lynch & Associates 0.21% No change 6,375 $1.2M
Private Advisory Group LLC 0.07% Reduce -82.5% 6,321 $1.2M
Creative Financial Designs Inc. 0.06% Add +12.9% 6,304 $1.2M
Sanchez Gaunt Capital Management, LLC 0.65% Reduce -3.1% 6,303 $1.2M
Argent Trust Co 0.03% Add +39.8% 6,296 $1.2M
Dumont & Blake Investment Advisors LLC 0.26% Add +6.0% 6,229 $1.2M
Constitution Capital LLC 0.59% Reduce -1.2% 6,165 $1.1M
Smartleaf Asset Management LLC 0.04% No change 6,246 $1.1M
First International Bank of Israel Ltd. 0.31% New 6,154 $1.1M
Activest Wealth Management 0.22% Reduce -4.5% 6,151 $1.1M
Asset One Wealth Management LLC 0.12% Add +15.4% 6,310 $1.1M
Acorn Financial Advisory Services Inc. 0.15% Add +6.8% 6,131 $1.1M
Power Wealth Management LLC 0.39% New 6,121 $1.1M
University of Texas/Texas Am Investment Management Co. 0.13% Reduce -6.7% 5,990 $1.1M
Van Cleef Asset Management,Inc 0.11% No change 5,975 $1.1M
Cape Ann Savings Bank 0.52% Reduce -1.0% 5,969 $1.1M
MKT Advisors LLC 0.34% Add +0.0% 6,060 $1.1M
Kanawha Capital Management LLC 0.07% No change 5,965 $1.1M
Manhattan West Asset Management, LLC 0.18% Add +203.9% 5,918 $1.1M
Florida Financial Advisors, LLC 0.18% Add +21.5% 5,891 $1.1M
Howland Capital Management LLC 0.04% New 5,889 $1.1M
Tsfg, LLC 0.14% Reduce -2.8% 5,849 $1.1M
Jacobs Equity LLC 0.74% Add +14.2% 5,816 $1.1M
Deutsche Bank AG 0.00% Reduce -2.7% 5,814 $1.1M
Vertex Planning Partners, LLC 0.16% Reduce -1.6% 5,799 $1.1M
Aspire Capital Advisors LLC 0.21% New 5,775 $1.1M
World Equity Group, Inc. 0.24% Add +2.3% 5,774 $1.1M
Wealthgarden F.S. LLC 0.61% Reduce -31.0% 5,767 $1.1M
Hillcrest Wealth Advisors - NY, LLC 0.38% Add +27.0% 5,715 $1.1M
DV Trading LLC 0.09% Add +137.0% 5,687 $1.1M
Baker Avenue Asset Management, LP 0.02% Add +13.3% 5,666 $1.0M
Gateway Investment Advisers LLC 0.01% Add +20.2% 5,649 $1.0M
Twin Focus Capital Partners, LLC 0.11% No change 5,635 $1.0M
Stephens Inc. 0.01% No change 5,615 $1.0M
Independence Bank of Kentucky 0.12% Reduce -11.0% 5,612 $1.0M
Ciovacco Capital Management LLC 0.46% Add +1.3% 5,566 $1.0M
Kagan Cocozza Asset Management 0.65% Reduce -0.8% 5,565 $1.0M
Bryant Woods Investment Advisors, LLC 0.29% New 5,559 $1.0M
Investment Partners, LTD. 0.32% Add +1.3% 5,513 $1.0M
Volterra Technologies LP 0.66% Reduce -84.5% 5,509 $1.0M
First Citizens Financial Corp 0.43% Reduce -5.4% 5,506 $1.0M
Focus Financial Network, Inc. 0.03% Reduce -1.2% 5,461 $1.0M
D.B. Root & Company, LLC 0.21% Reduce -1.8% 5,456 $1.0M
Global View Capital Management LLC 0.21% New 5,386 $998K
Ameritas Investment Partners, Inc. 0.03% Add +12.3% 5,366 $994K
4WEALTH Advisors, Inc. 0.76% Add +4.5% 5,424 $991K
Whittier Trust Co. 0.01% Reduce -2.0% 5,341 $991K
UNIVEST FINANCIAL Corp 0.05% Add +81.2% 5,346 $990K
Duncker Streett & Co. Inc. 0.17% Add +9.5% 5,342 $989K
Fairview Capital Investment Management, LLC 0.05% Add +15.1% 5,342 $989K
Ritholtz Wealth Management 0.01% Add +58.0% 5,285 $979K
Rockingstone Advisors LLC 0.39% Add +9.9% 5,275 $977K
Capital Investment Advisory Services, LLC 0.06% Add +8.1% 5,272 $977K
Burford Brothers, Inc. 0.36% Reduce -1.2% 5,254 $973K
Arrow Financial Corp 0.09% Reduce -1.7% 5,229 $969K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% New 5,204 $964K
Fourpath Capital Management, LLC 0.13% Add +15.0% 5,200 $963K
Owen LaRue, LLC 0.33% No change 5,157 $955K
Richardson Financial Services Inc. 0.54% Add +97.8% 5,156 $955K
Wolff Financial Management LLC 0.19% No change 5,156 $955K
Bramshill Investments, LLC 0.07% Add +20.9% 5,138 $952K
RPG Investment Advisory, LLC 0.10% Add +4.4% 5,129 $950K
Beaton Management Co. Inc. 0.39% No change 5,126 $949K
Leuthold Group, LLC 0.09% Reduce -4.9% 5,089 $943K
United Bank 0.29% Add +4.3% 5,086 $942K
Per Stirling Capital Management, LLC. 0.09% Reduce -64.8% 5,063 $938K
First Foundation Advisors 0.03% Add +7.2% 5,003 $927K
Audent Global Asset Management, LLC 1.03% Reduce -28.6% 5,000 $926K
Roehl & Yi Investment Advisors, LLC 0.30% No change 5,000 $926K
Legacy Wealth Managment, LLC 0.38% Add +15462.5% 4,980 $923K
Fidelis Capital Partners, LLC 0.05% No change 4,943 $916K
Stonebridge Financial Group, LLC 0.13% — 4,944 $915K
Bricktown Capital, LLC 0.17% No change 4,933 $914K
Cornerstone National Bank & Trust Co 0.31% Add +41.7% 4,980 $913K
Hartford Financial Management Inc. 0.20% Add +3807.1% 4,923 $912K
Hills Bank & Trust Co 0.04% Add +36.6% 4,902 $908K
Chartist Inc. 0.57% Reduce -1.3% 4,894 $907K
Moneta Group Investment Advisors LLC 0.01% Add +3.9% 4,884 $905K
Ifrah Financial Services, Inc. 0.22% Reduce -0.3% 4,869 $902K
Personal Cfo Solutions, LLC 0.13% Reduce -0.1% 4,854 $899K
Schnieders Capital Management, Llc. 0.12% No change 4,843 $897K
Coastal Bridge Advisors, LLC 0.06% Reduce -51.3% 4,831 $895K
First National Bank of Hutchinson 0.49% Add +3.2% 4,828 $894K
Angeles Wealth Management, LLC 0.04% Add +67.8% 4,813 $892K
Worth Financial Advisory Group, LLC 0.37% New 4,807 $890K
Meridian Wealth Advisors, LLC 0.10% No change 4,805 $890K
Patton Albertson Miller Group, LLC 0.09% No change 4,797 $889K
Kaizen Financial Strategies 0.35% Add +257.1% 4,828 $885K
Betterment LLC 0.00% Add +33.9% 4,772 $884K
Iams Wealth Management, LLC 0.27% Add +29.8% 4,766 $883K
Bailard, Inc. 0.02% Reduce -0.6% 4,759 $882K
Independent Advisor Alliance 0.02% Reduce -88.8% 4,754 $881K
LeClair Wealth Partners LLC 0.46% New 4,750 $880K
MBA Advisors LLC 0.30% Add +5.2% 4,726 $875K
Rothschild Wealth LLC 0.07% Reduce -0.1% 4,715 $873K
BLB&B Advisors, LLC 0.03% Add +1.6% 4,713 $873K
James Investment Research, Inc. 0.09% Reduce -0.1% 4,699 $870K
TD Private Client Wealth LLC 0.02% Add +125.6% 4,675 $866K
Strategic Financial Concepts, LLC 0.26% Reduce -16.1% 4,671 $865K
Ally Invest Advisors Inc. 0.05% Reduce -4.0% 4,662 $864K
Security Financial Services, INC. 0.12% No change 4,628 $857K
CHICAGO TRUST Co NA 0.13% No change 4,621 $856K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -2.7% 4,618 $855K
Aviance Capital Partners, LLC 0.09% No change 4,617 $855K
Valmark Advisers, Inc. 0.01% Add +0.9% 4,593 $851K
Clearstead Advisors, LLC 0.01% Add +41.8% 4,574 $847K
Russell Investments Group, Ltd. 0.00% Add +52.7% 4,559 $844K
VCI Wealth Management LLC 0.21% Add +1.4% 4,556 $844K
VestGen Investment Management 0.45% Add +1.4% 4,546 $842K
Goelzer Investment Management, Inc. 0.04% Add +6.0% 4,540 $841K
Tyche Wealth Partners LLC 0.12% Reduce -0.1% 4,530 $839K
Finward Bancorp 0.64% Reduce -7.2% 4,528 $839K
Gallacher Capital Management LLC 0.47% Reduce -60.2% 4,520 $837K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -85.8% 4,512 $836K
Occidental Asset Management, LLC 0.08% Add +1.4% 4,445 $823K
QRG Capital Management, Inc. 0.01% Add +55.4% 4,439 $822K
CWA Asset Management Group, LLC 0.03% Reduce -2.6% 4,424 $819K
Stock Yards Bank & Trust Co. 0.02% Add +2.3% 4,414 $818K
Flagstar Securities, Inc. 0.24% Reduce -9.0% 4,330 $802K
Mark Sheptoff Financial Planning, LLC 0.42% Reduce -5.5% 4,320 $800K
CENTRAL TRUST Co 0.01% Reduce -1.7% 4,305 $797K
Ballast Rock Private Wealth LLC 0.37% No change 4,300 $796K
One Day In July LLC 0.06% No change 4,288 $794K
Walsh & Associates, LLC 0.65% Reduce -2.3% 4,275 $792K
Hexagon Capital Partners LLC 0.11% Reduce -3.3% 4,274 $792K
Global Assets Advisory, LLC 0.17% Reduce -1.1% 4,290 $789K
EPG Wealth Management LLC 0.19% Add +6.6% 4,259 $789K
Lunt Capital Management, Inc. 0.29% Reduce -44.9% 4,239 $785K
Brown Miller Wealth Management, LLC 0.20% Add +6.3% 4,231 $784K
Grantvest Financial Group LLC 0.45% Add +10.6% 4,230 $784K
National Philanthropic Trust 0.01% New 4,181 $774K
Wesbanco Bank Inc. 0.02% Add +1.9% 4,144 $768K
First National Bank of Omaha 0.02% Reduce -25.4% 4,193 $766K
MV Capital Management, Inc. 0.07% No change 4,136 $766K
Avalon Capital Management 0.18% No change 4,121 $763K
Lake Street Private Wealth, LLC 0.09% Add +34.5% 4,117 $763K
Solstein Capital, LLC 0.26% No change 4,098 $759K
McAdam, LLC 0.03% Reduce -8.5% 4,083 $756K
Condor Capital Management 0.06% Reduce -5.5% 4,069 $754K
Diversify Advisory Services, LLC 0.01% New 4,079 $747K
Diversify Wealth Management, LLC 0.01% Add +6.3% 4,079 $747K
Beacon Financial Advisory LLC 0.15% Reduce -1.0% 4,030 $747K
Mosaic Family Wealth Partners, LLC 0.05% Add +88.3% 4,023 $745K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% New 4,000 $741K
Weiss Asset Management LP 0.01% New 4,000 $741K
GWN Securities Inc. 0.12% Add +7.5% 3,996 $740K
Mission Wealth Management, LP 0.01% Add +11.1% 3,971 $736K
Sapient Capital LLC 0.01% Reduce -2.9% 3,947 $731K
Ingalls & Snyder LLC 0.02% Add +0.5% 3,946 $731K
Collaborative Wealth Managment Inc. 0.31% Reduce -2.6% 3,938 $729K
Northstar Advisory Group, LLC 0.22% Reduce -62.1% 3,904 $723K
Empower Advisory Group, LLC 0.00% Reduce -13.1% 3,898 $722K
Mainsail Asset Management, LLC 0.28% Reduce -0.1% 4,000 $718K
Acorns Advisers, LLC 0.00% Add +15.1% 3,872 $717K
Leavell Investment Management, Inc. 0.03% Add +4.0% 3,868 $716K
JM2 Capital Inc. 0.49% No change 3,819 $707K
Evernest Financial Advisors, LLC 0.15% Reduce -0.4% 3,813 $706K
Summit Wealth Partners, LLC 0.10% Add +7.8% 3,801 $704K
Collaborative Capital Advisors LLC 0.44% — 3,800 $704K
Runnymede Capital Advisors, Inc. 0.42% No change 3,787 $701K
Twin Tree Management, LP 0.11% New 3,785 $701K
Resurgent Financial Advisors LLC 0.20% Add +80.1% 3,763 $697K
Wedmont Private Capital 0.02% Add +0.1% 3,827 $696K
Hudock, Inc. 0.09% Add +0.1% 3,751 $695K
1ST Source Bank 0.03% Add +67.1% 3,739 $693K
Inspire Advisors, LLC 0.05% Reduce -31.4% 3,736 $692K
Bernard Wealth Management Corp. 0.25% No change 3,705 $686K
Brevan Howard Capital Management LP 0.01% New 3,717 $685K
Hennion & Walsh Asset Management, Inc. 0.02% Add +50.6% 3,694 $684K
AmeriServ Wealth Advisors 0.46% Reduce -22.3% 3,692 $684K
XTX Topco Ltd 0.01% Reduce -22.3% 3,684 $682K
Ieq Capital, LLC 0.00% Reduce -6.8% 3,674 $680K
Orser Capital Management, LLC 0.34% No change 3,670 $680K
Perryman Financial Advisory Inc. 0.09% Add +1.9% 3,665 $679K
WASHINGTON TRUST Co 0.02% Reduce -0.3% 3,657 $677K
Caliber Wealth Management, LLC / KS 0.07% Add +0.8% 3,640 $674K
Trust Point Inc. 0.06% No change 3,639 $674K
Hazlett, Burt & Watson, Inc. 0.18% No change 3,625 $673K
Presilium Private Wealth, LLC 0.10% New 3,622 $671K
Churchill Financial Advisors, LLC 0.13% Add +19.3% 3,616 $670K
Cladis Investment Advisory, LLC 0.31% Add +9.0% 3,613 $669K
Y.D. More Investments Ltd 0.02% Add +16.2% 3,613 $668K
Pekin Hardy Strauss, Inc. 0.06% No change 3,596 $666K
Astra Wealth Partners LLC 0.37% Add +1.1% 3,596 $666K
American Institute for Advanced Investment Management, LLP 0.38% No change 3,592 $665K
Ipsen Advisor Group LLC 0.43% Add +0.3% 3,589 $665K
Silphium Asset Management Ltd 0.22% New 3,565 $660K
Diligent Investors, LLC 0.15% Reduce -2.7% 3,564 $660K
JNBA Financial Advisors 0.05% No change 3,562 $660K
Alteri Wealth LLC 0.18% Add +3.9% 3,559 $659K
Sigma Investment Counselors Inc. 0.03% Reduce -20.2% 3,549 $657K
G&S Capital LLC 0.19% New 3,543 $656K
Rwa Wealth Partners, LLC 0.01% Add +22.5% 3,526 $653K
Cozad Asset Management Inc. 0.04% No change 3,524 $653K
Avestar Capital, LLC 0.04% No change 3,507 $650K
Breakwater Capital Group 0.08% Reduce -18.1% 3,502 $649K
LFA - Lugano Financial Advisors SA 0.39% No change 3,500 $648K
Fiduciary Trust Co 0.01% Add +1.2% 3,487 $646K
Platform Technology Partners 0.11% Add +65.7% 3,487 $646K
Dearborn Partners LLC 0.04% Add +22.8% 3,480 $645K
Essex Bank 0.14% Reduce -0.7% 3,462 $641K
Sharp Wealth Advisory, LLC 0.30% Add +6.8% 3,451 $639K
Fjell Capital, LLC 0.44% Add +2.5% 3,451 $639K
Prelude Capital Management, LLC 0.05% Add +165.2% 3,448 $639K
Capital Wealth Alliance, LLC 0.30% Reduce -0.4% 3,447 $638K
Greystone Financial Group, LLC 0.18% Reduce -1.7% 3,443 $638K
Invictus Private Wealth, LLC 0.03% Add +42.9% 3,397 $629K
Brighton Jones LLC 0.01% Add +3.1% 3,366 $624K
Equitable Trust Co. 0.03% No change 3,354 $621K
RDA Financial Network 0.14% Reduce -9.0% 3,341 $619K
American Financial Advisors, LLC 0.07% Add +0.2% 3,338 $618K
Cassaday & Co Wealth Management LLC 0.01% No change 3,305 $612K
Hyundai Investments Co., Ltd. 0.66% Reduce -8.1% 3,347 $612K
Archford Capital Strategies, LLC 0.06% No change 3,297 $611K
Columbia Advisory Partners LLC 0.33% Reduce -7.6% 3,271 $606K
Elevated Capital Advisors, LLC 0.17% Reduce -3.8% 3,248 $602K
Legacies Wealth LLC 0.33% No change 3,229 $598K
WNY Asset Management, LLC 0.05% Add +5.3% 3,228 $598K
Clare Market Investments LLC 0.11% Add +61.3% 3,212 $595K
Monograph Wealth Advisors, LLC 0.05% No change 3,210 $595K
Kiley Juergens Wealth Management, LLC 0.09% Reduce -0.4% 3,208 $594K
Allen Investment Management, LLC 0.01% No change 3,202 $593K
Stonebrook Private Inc. 0.11% Reduce -0.9% 3,186 $590K
McKinley Carter Wealth Services, Inc. 0.03% Add +1.2% 3,181 $589K
IAM Advisory, LLC 0.11% Add +51.6% 3,164 $586K
Soltis Investment Advisors LLC 0.03% Reduce -84.8% 3,158 $585K
Shelton Capital Management 0.01% Reduce -3.5% 3,152 $584K
Anchor Bay Capital, Inc. 0.31% — 3,156 $583K
One Capital Management, LLC 0.02% No change 3,599 $582K
Glassman Wealth Services 0.07% Add +0.7% 3,129 $580K
Strategic Advisors LLC 0.13% Reduce -0.5% 3,126 $579K
Lanark Financial, Inc. 0.04% Reduce -0.8% 3,119 $578K
Mma Asset Management LLC 0.18% Reduce -0.3% 3,116 $577K
Lewis Asset Management, LLC 0.20% No change 3,116 $577K
Acropolis Investment Management, LLC 0.02% Reduce -4.6% 3,108 $576K
Wulff, Hansen & Co. 0.44% Add +3.0% 3,100 $574K
Lionshead Wealth Management, LLC 0.37% No change 3,095 $573K
Berger Financial Group, Inc 0.03% No change 3,090 $572K
Financial Partners Group, Inc 0.06% Add +0.1% 3,069 $568K
PFG Advisors 0.03% Reduce -85.5% 3,061 $567K
Intellectus Partners, LLC 0.10% Reduce -6.1% 3,060 $567K
Savvy Advisors, Inc. 0.01% Reduce -7.0% 3,055 $566K
InTrack Investment Management Inc 0.28% Reduce -5.2% 3,035 $562K
Pitcairn Wealth Advisors LLC 0.06% Reduce -14.9% 3,025 $560K
Blue Trust, Inc. 0.01% Reduce -4.0% 3,023 $560K
Core Wealth Partners LLC 0.24% Add +0.2% 3,020 $559K
Northstar Group, Inc. 0.07% No change 2,998 $555K
Peak Retirement Planning, Inc. 0.09% Add +17.9% 2,990 $554K
Seelaus Asset Management LLC 0.39% Add +2.9% 2,989 $554K
Midwest Financial Group LLC 0.19% Add +0.4% 2,986 $553K
Provenance Wealth Advisors, LLC 0.05% No change 2,982 $552K
Cullen Capital Management, LLC 0.01% Reduce -39.9% 2,964 $549K
Americana Partners, LLC 0.01% Reduce -5.1% 2,955 $547K
Lotus Technology Management, LP 0.67% New 2,950 $546K
Prentice Wealth Management LLC 0.11% Reduce -2.0% 2,940 $545K
Global Financial Private Client, LLC 0.15% No change 2,937 $544K
Beese Fulmer Investment Management, Inc. 0.03% Add +6.5% 2,929 $543K
Chicago Partners Investment Group LLC 0.01% Add +4.8% 2,972 $541K
International Assets Investment Management, LLC 0.03% Add +14.4% 2,938 $539K
Bragg Financial Advisors, Inc 0.01% Reduce -9.0% 2,891 $536K
Gsa Capital Partners LLP 0.03% Reduce -7.3% 2,888 $535K
Forum Financial Management, LP 0.01% Reduce -1.7% 2,885 $534K
Guardian Asset Advisors, LLC 0.25% Reduce -10.8% 2,884 $534K
Tiller Private Wealth, Inc. 0.16% Reduce -1.1% 2,840 $526K
Chemistry Wealth Management LLC 0.08% Reduce -0.8% 2,838 $526K
Ark Wealth Advisors LLC 0.47% Reduce -28.4% 2,833 $525K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +28.9% 2,812 $521K
Bulwark Capital Corp 0.29% No change 2,810 $520K
Seven Springs Wealth Group, LLC 0.12% Reduce -2.6% 2,809 $520K
Procyon Advisors, LLC 0.02% Reduce -8.9% 2,789 $517K
Arista Wealth Management, LLC 0.06% No change 2,777 $514K
Hopwood Financial Services, Inc. 0.30% Add +4.6% 2,777 $514K
CVFG LLC 0.05% Reduce -2.8% 2,775 $514K
Nuveen, LLC 0.00% New 2,775 $514K
Titleist Asset Management, LLC 0.03% Add +3.2% 2,775 $514K
First National Trust Co 0.02% Reduce -5.9% 2,765 $512K
Insight Advisors, LLC/ PA 0.09% Reduce -14.9% 2,760 $511K
Allegheny Financial Group 0.05% Add +0.3% 2,753 $510K
Traction Financial Partners, LLC 0.27% No change 2,750 $509K
Earned Wealth Advisors, LLC 0.03% Add +0.1% 2,713 $502K
Richard W. Paul & Associates, LLC 0.15% Reduce -1.6% 2,712 $502K
Golden State Wealth Management, LLC 0.05% Reduce -13.3% 2,709 $502K
Keystone Financial Group 0.03% Reduce -7.0% 2,707 $501K
Mizuho Markets Americas LLC 0.01% Add +22.7% 2,700 $500K
Chilton Capital Management LLC 0.02% No change 2,695 $499K
Ledyard National Bank 0.04% Reduce -0.4% 2,680 $496K
Addison Advisors LLC 0.23% Reduce -48.3% 2,667 $494K
Destiny Wealth Partners, LLC 0.07% No change 2,735 $492K
Portside Wealth Group, LLC 0.06% Reduce -12.7% 2,651 $491K
Councilmark Asset Management, LLC 0.26% No change 2,650 $491K
Auxano Advisors, LLC 0.09% No change 2,636 $488K
Flywheel Private Wealth LLC 0.24% No change 2,632 $488K
United Advisor Group, LLC 0.05% Add +32.6% 2,624 $486K
Tennessee Valley Asset Management Partners 0.05% Add +36.9% 2,621 $485K
Westside Investment Management, Inc. 0.06% No change 2,614 $484K
Vident Advisory, LLC 0.00% Reduce -2.2% 2,614 $484K
Range Advisory, LLC 0.06% Reduce -2.5% 2,577 $477K
Hamilton Capital Partners, LLC 0.14% No change 2,574 $477K
Facet Wealth, Inc. 0.01% Add +28.9% 2,570 $476K
KMG Fiduciary Partners, LLC 0.04% No change 2,568 $476K
Valicenti Advisory Services Inc. 0.09% Add +3.0% 2,548 $472K
Clear Wave Wealth Management LLC 0.10% Add +0.0% 2,548 $472K
Strategies Wealth Advisors, LLC 0.04% No change 2,547 $472K
Smith, Moore & Co. 0.03% Add +37.1% 2,546 $472K
IFC Advisors LLC 0.06% No change 2,539 $470K
Delta Investment Management, LLC 0.08% Add +0.2% 2,536 $470K
Legacy Edge Advisors, LLC 0.04% Reduce -5.2% 2,507 $464K
tru Independence LLC 0.20% Add +0.2% 2,491 $461K
BBR Partners, LLC 0.02% No change 2,474 $458K
Private Management Group Inc. 0.01% Reduce -3.9% 2,459 $455K
Sharkey, Howes & Javer 0.05% No change 2,450 $454K
SteelPeak Wealth, LLC 0.01% Reduce -96.4% 2,439 $452K
Quartz Partners, LLC 0.15% Add +38.3% 2,430 $450K
CRA Financial Services, LLC 0.05% Add +0.0% 2,429 $450K
Samara Investment Management, LLC 0.41% Add +1.6% 2,419 $448K
Fingerlakes Wealth Management, Inc. 0.24% Add +0.3% 2,419 $448K
Managed Asset Portfolios, LLC 0.05% No change 2,409 $446K
Eagle Wealth Advisors LLC 0.34% No change 2,400 $445K
Bokf, NA 0.01% No change 2,398 $444K
Astoria Portfolio Advisors LLC. 0.07% Add +3.6% 2,395 $444K
Oxler Private Wealth LLC 0.13% Add +0.1% 2,387 $442K
Clear Retirement Advice LLC 0.30% No change 2,377 $440K
Haverford Trust Co 0.00% Reduce -9.0% 2,374 $440K
Conservest Capital Advisors, Inc. 0.03% Add +4.6% 2,372 $439K
Gallagher Fiduciary Advisors, LLC 0.01% Add +24.9% 2,371 $439K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Reduce -0.4% 2,368 $439K
Alpine Global Management, LLC 0.07% Reduce -24.1% 2,359 $437K
Lifeworks Advisors, LLC 0.05% Add +30.4% 2,358 $437K
Garden State Investment Advisory Services LLC 0.09% Add +0.9% 2,356 $437K
F/m Investments LLC 0.02% Add +3.2% 2,354 $436K
Latitude Advisors, LLC 0.17% Reduce -0.1% 2,351 $435K
Daymark Wealth Partners, LLC 0.01% Reduce -36.3% 2,347 $435K
Quadcap Wealth Management, LLC 0.04% Add +99.1% 2,347 $435K
Fiduciary Alliance LLC 0.03% Add +9.1% 2,344 $434K
Financial Management Network Inc. 0.06% Add +0.0% 2,419 $434K
Meridian Financial Advisors, LLC 0.21% Add +1.2% 2,336 $433K
Hanover Advisors Inc. 0.16% Reduce -0.5% 2,336 $433K
Northbridge Financial Group, LLC 0.17% Reduce -3.2% 2,327 $431K
Whitener Capital Management, Inc. 0.09% Add +2.9% 2,309 $428K
Vanguard Capital Wealth Advisors 0.29% New 2,301 $426K
Opinicus Capital, Inc. 0.23% Add +2.8% 2,300 $426K
Legacy Financial Independent Advisors LLC 0.20% Add +40.3% 2,293 $425K
Redwood Investment Management, LLC 0.04% Add +14.3% 2,290 $424K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -35.9% 2,285 $423K
Verdence Capital Advisors LLC 0.02% Reduce -3.3% 2,278 $422K
Greenleaf Trust 0.00% No change 2,278 $422K
Stelac Advisory Services LLC 0.08% No change 2,276 $422K
Verum Partners LLC 0.06% Add +0.2% 2,276 $422K
Capital Advisors Inc. 0.01% Add +11.0% 2,275 $421K
Gateway Wealth Partners, LLC 0.03% Reduce -46.6% 2,272 $421K
D L Carlson Investment Group Inc. 0.07% Reduce -5.9% 2,258 $418K
Miramontes Capital, LLC 0.13% Add +40.3% 2,251 $417K
MWA Asset Management 0.19% Reduce -5.7% 2,241 $415K
L & S Advisors Inc 0.04% No change 2,230 $413K
Balance Wealth Partners LLC 0.11% Add +24.8% 2,227 $413K
PW Nova Financial Services LLC 0.09% Reduce -0.3% 2,220 $411K
SJS Investment Consulting Inc. 0.04% No change 2,219 $411K
YHB Investment Advisors, Inc. 0.03% Reduce -0.4% 2,218 $411K
Capital Square, LLC 0.18% Add +1.2% 2,248 $409K
Centennial Wealth Advisory LLC 0.09% Reduce -4.1% 2,206 $409K
Pure Financial Advisors, LLC 0.01% Reduce -6.3% 2,204 $408K
Byrne Financial Freedom, LLC 0.16% Add +5.7% 2,189 $406K
N.E.W. Advisory Services LLC 0.03% Add +39.0% 2,183 $404K
Ring Mountain Capital, LLC 0.17% Add +1.3% 2,178 $403K
Cypress Wealth Services, LLC 0.05% Reduce -18.4% 2,160 $400K
Novak & Powell Financial Services, Inc. 0.19% Reduce -0.1% 2,138 $396K
MLG Wealth Management DBA Pine Grove Financial Group 0.04% Add +39.6% 2,138 $396K
BlackDiamond Wealth Management, LLC 0.16% Add +42.6% 2,144 $396K
Well Done, LLC 0.05% Reduce -25.1% 2,128 $394K
Evolution Wealth Advisors, LLC 0.05% Reduce -4.5% 2,126 $394K
Mainstream Capital Management LLC 0.24% Reduce -0.8% 2,114 $392K
Straight Path Wealth Management 0.09% Add +10.2% 2,113 $391K
Sentinel Trust Co. Lba 0.03% Reduce -74.1% 2,110 $391K
Northstar Financial Companies, Inc. 0.26% Add +7.8% 2,107 $390K
Annex Advisory Services, LLC 0.01% Reduce -9.5% 2,103 $390K
BlueCrest Capital Management Ltd 0.02% New 2,100 $389K
180 Wealth Advisors, LLC 0.04% Add +3.0% 2,095 $388K
Vertrix Wealth Management, LLC 0.13% Add +19.5% 2,080 $385K
Karnit Road Accident Victims Compensation Fund 0.22% No change 2,078 $385K
Intrust Bank NA 0.03% No change 2,069 $383K
Southland Equity Partners LLC 0.07% New 2,068 $383K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -2.2% 2,097 $382K
WealthPlan Investment Management, LLC 0.02% No change 2,051 $380K
GTS Securities LLC 0.01% Reduce -96.9% 2,050 $380K
Members Wealth LLC 0.21% Reduce -0.2% 2,044 $379K
Legacy Financial Group, Inc. 0.09% Reduce -5.0% 2,043 $378K
Synergy Financial Group, LTD 0.27% No change 2,038 $377K
Sun Group Wealth Partners 0.26% Reduce -17.0% 2,034 $377K
Symphony Financial Services, Inc. 0.17% Reduce -2.4% 2,016 $373K
Syon Capital LLC 0.02% Add +4.1% 2,007 $372K
AssuredPartners Investment Advisors, LLC 0.04% Add +23.8% 2,000 $371K
Northeast Investment Management 0.01% New 2,000 $370K
Rathbones Group PLC 0.00% New 2,000 $370K
Motco 0.03% No change 1,999 $370K
Wealth Watch Advisors, INC 0.12% Reduce -59.9% 1,990 $369K
UMB Bank, n.a. 0.00% Reduce -6.6% 1,982 $367K
Traynor Capital Management, Inc. 0.02% Add +0.9% 1,979 $367K
GK Wealth Management LLC 0.22% New 1,975 $366K
BIP Wealth, LLC 0.01% Add +1.0% 1,973 $365K
HUB Investment Partners, LLC 0.01% New 1,968 $365K
Resolute Wealth Advisor, Inc. 0.21% No change 2,237 $362K
Loudon Investment Management, LLC 0.18% New 1,950 $361K
Stone Summit Wealth LLC 0.09% Add +10.2% 1,950 $361K
German American Bancorp, Inc. 0.03% Add +11.8% 1,948 $361K
American National Bank & Trust 0.03% Reduce -5.5% 1,942 $360K
Burling Wealth Partners, LLC 0.05% No change 1,940 $359K
Evergreen Capital Management LLC 0.01% Reduce -3.3% 1,936 $359K
First Command Advisory Services, Inc. 0.00% No change 1,933 $358K
Narwhal Capital Management 0.02% No change 1,925 $357K
Sage Capital Management, LLC 0.14% Add +0.2% 1,924 $357K
Ameraudi Asset Management, Inc. 0.16% Reduce -95.2% 1,911 $354K
Prostatis Group LLC 0.08% Reduce -6.5% 1,911 $354K
CrossGen Wealth, LLC 0.27% Add +1.6% 1,901 $352K
Shearwater Capital LLC 0.17% No change 1,896 $351K
HORAN Wealth, LLC 0.04% Add +17.0% 1,889 $350K
Stratos Investment Management, LLC 0.01% Add +0.3% 1,883 $349K
Balefire, LLC 0.06% Add +2.4% 1,882 $349K
Capstone Wealth Management Group, Inc. 0.21% — 1,870 $346K
LVW Advisors, LLC 0.03% No change 1,870 $346K
Baldwin Investment Management, LLC 0.03% Reduce -16.0% 1,870 $346K
Diversified Trust Co. 0.01% New 1,868 $346K
Zacks Investment Management 0.00% Add +20.4% 1,861 $345K
Global Trust Asset Management, LLC 0.11% Add +4.9% 1,857 $344K
Aventura Private Wealth, LLC 0.11% Add +245.0% 1,856 $344K
Purkiss Capital Advisors LLC 0.13% Reduce -5.5% 1,854 $343K
Xcelsior Advisor Partners LLC 0.05% New 1,850 $343K
Plan Group Financial, LLC 0.07% Reduce -10.8% 1,850 $343K
WealthTrust Axiom LLC 0.08% No change 1,848 $342K
TrueWealth Advisors, LLC 0.08% Reduce -2.2% 1,831 $339K
Bearing Point Capital, LLC 0.05% No change 1,830 $339K
Signaturefd, LLC 0.00% Add +40.8% 1,827 $338K
Freestone Capital Holdings, LLC 0.01% Reduce -0.7% 1,826 $338K
Rossmore Private Capital 0.03% No change 1,825 $338K
Purpose Unlimited Inc. 0.01% Add +2049.4% 1,827 $338K
Adirondack Trust Co. 0.10% Reduce -3.4% 1,822 $337K
GAMMA Investing LLC 0.01% Add +61.3% 1,819 $337K
Halbert Hargrove Global Advisors, LLC 0.01% Add +0.2% 1,814 $336K
Mission Creek Capital Partners, Inc. 0.06% No change 1,795 $333K
Integral Investment Advisors, Inc. 0.07% No change 1,786 $331K
Consolidated Capital Management, LLC 0.09% Add +0.5% 1,785 $331K
Tiemann Investment Advisors, LLC 0.12% No change 1,780 $330K
M.E. Allison & Co., Inc. 0.19% No change 1,766 $327K
Fortis Group Advisors, LLC 0.05% Reduce -51.7% 1,763 $327K
Financial Freedom, LLC 0.15% No change 1,756 $325K
Gray Private Wealth, LLC 0.14% No change 1,753 $325K
Ethic Inc. 0.00% New 1,752 $325K
Tannin Capital LLC 0.21% Reduce -4.1% 1,735 $321K
Rise Advisors, LLC 0.09% Add +0.2% 1,732 $321K
Private Wealth Asset Management, LLC 0.03% Reduce -7.5% 1,730 $320K
Plotkin Financial Advisors, LLC 0.13% Add +19.0% 1,725 $320K
Mayflower Financial Advisors, LLC 0.03% Add +1.5% 1,724 $319K
Mirador Capital Partners LP 0.04% Reduce -0.6% 1,724 $319K
Chris Bulman Inc 0.12% No change 1,721 $319K
Turtle Creek Wealth Advisors, LLC 0.02% Add +7.9% 1,720 $319K
Ellerson Group Inc. 0.19% Reduce -1.1% 1,719 $318K
Stack Financial Management, Inc 0.02% Reduce -15.4% 1,715 $318K
Main Street Financial Solutions, LLC 0.02% Reduce -1.8% 1,709 $317K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -8.4% 1,705 $316K
Brick & Kyle, Associates 0.10% No change 1,950 $315K
Strategic Investment Advisors / MI 0.02% Add +38.0% 1,702 $315K
Missouri Trust & Investment Co 0.09% No change 1,753 $315K
STG Securities, LLC 0.34% — 1,689 $313K
Caldwell Trust Co 0.03% Add +6.5% 1,689 $313K
Wetzel Investment Advisors, Inc. 0.11% Reduce -5.1% 1,682 $312K
Vantus Wealth LLC 0.17% — 1,679 $311K
Advisors Capital Management, LLC 0.00% Add +7.5% 1,678 $311K
Fifth Third Wealth Advisors LLC 0.01% Add +21.5% 1,676 $310K
Mather Group, Llc. 0.00% Add +21.8% 1,674 $310K
CFS Investment Advisory Services, LLC 0.02% New 1,682 $309K
Parkside Financial Bank & Trust 0.02% No change 1,662 $308K
SevenBridge Financial Group, LLC 0.05% No change 1,660 $307K
Mattern Wealth Management LLC 0.05% No change 1,650 $306K
Barnes Wealth Management Group, Inc 0.14% Add +1.5% 1,646 $305K
Fiduciary Financial Group, LLC 0.03% New 1,646 $305K
Stolper Co 0.08% Reduce -94.8% 1,643 $304K
Orleans Capital Management Corp. 0.16% No change 1,641 $304K
Blue Bell Private Wealth Management, LLC 0.04% No change 1,633 $302K
Sageworth Trust Co 0.01% No change 1,626 $301K
Two West Capital Advisors LLC 0.15% Reduce -11.6% 1,685 $300K
GenTrust, LLC 0.01% Reduce -74.7% 1,612 $299K
Chatterton & Associates Inc. 0.18% Add +5.5% 1,648 $298K
Artesa Financial Group, LLC 0.25% Add +14.2% 1,610 $298K
WP Advisors, LLC 0.07% Reduce -42.6% 1,608 $298K
T. Rowe Price Associates Inc. 0.00% No change 1,600 $297K
Investment Partners Asset Management, Inc. 0.17% No change 1,603 $297K
Dynamic Wealth Strategies, LLC 0.16% No change 1,600 $296K
Rinkey Investments 0.07% No change 1,600 $296K
Verity & Verity, LLC 0.02% Reduce -1.1% 1,588 $294K
Peak Financial Management, Inc. 0.07% No change 1,585 $294K
Wellington Shields Capital Management, LLC 0.04% Add +34.4% 1,585 $294K
Garrison Point Advisors, LLC 0.12% Reduce -1.3% 1,584 $293K
Park National Corp. 0.01% Reduce -1.7% 1,583 $293K
Centric Wealth Management 0.05% No change 1,713 $293K
GC Wealth Management RIA, LLC 0.02% Reduce -27.2% 1,575 $292K
Aprio Wealth Management, LLC 0.01% Reduce -0.6% 1,570 $291K
Nadler Financial Group, Inc. 0.02% No change 1,565 $290K
Independent Solutions Wealth Management, LLC 0.04% No change 1,555 $288K
Safeguard Investment Advisory Group, LLC 0.07% Add +2.6% 1,550 $287K
Wilson & Boucher Capital Management, LLC 0.17% Reduce -8.0% 1,545 $286K
Winter & Associates, Inc. 0.21% Add +15.0% 1,537 $285K
Telos Capital Management, Inc. 0.03% Add +2.3% 1,534 $284K
Two Sigma Investments, LP 0.00% New 1,530 $283K
First Financial Bankshares Inc 0.01% No change 1,525 $282K
COFG Advisors, LLC 0.05% New 1,521 $282K
First United Bank & Trust 0.08% Add +4.3% 1,519 $281K
Rockport Wealth LLC 0.05% Reduce -94.2% 1,515 $281K
Milestone Asset Management Group, LLC 0.14% Reduce -1.6% 1,504 $279K
Viaable, LLC 0.23% — 1,519 $279K
Navis Wealth Advisors, LLC 0.11% No change 1,500 $278K
Verition Fund Management LLC 0.00% Reduce -25.1% 1,499 $278K
Accurate Wealth Management, LLC 0.03% New 1,520 $277K
Spartan Planning & Wealth Management 0.18% Reduce -10.0% 1,492 $276K
Ancora Advisors LLC 0.01% No change 1,491 $276K
Discipline Wealth Solutions, LLC 0.02% No change 1,491 $276K
Three Bridge Wealth Advisors, LLC 0.07% New 1,490 $276K
Curi Capital, LLC 0.00% Reduce -9.4% 1,490 $276K
Coldstream Capital Management Inc. 0.00% Add +11.1% 1,481 $274K
LRI Investments, LLC 0.02% Add +41.0% 1,478 $274K
Tableaux LLC 0.12% No change 1,476 $273K
Penobscot Investment Management Company, Inc. 0.02% Add +1.0% 1,475 $273K
McHugh Group, LLC 0.14% No change 1,470 $272K
Investment Insight Wealth Management, LLC 0.24% Add +0.2% 1,469 $272K
Sovereign Financial Group, Inc. 0.04% Add +0.2% 1,469 $272K
Westfuller Advisors, LLC 0.10% Reduce -10.6% 1,468 $272K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -0.7% 1,466 $272K
Calamos Wealth Management LLC 0.01% New 1,463 $271K
M3 Advisory Group, LLC 0.14% No change 1,462 $271K
Bangor Savings Bank 0.02% Add +20.3% 1,456 $270K
Silver Oak Securities, Incorporated 0.02% Reduce -7.2% 1,450 $269K
Pittenger & Anderson Inc. 0.01% No change 1,450 $269K
Roundview Capital LLC 0.01% Add +12.9% 1,441 $267K
Medallion Wealth Advisors, LLC 0.08% Reduce -1.0% 1,437 $267K
Capstone Financial Advisors, Inc. 0.01% New 1,439 $267K
Bath Savings Trust Co 0.03% Reduce -3.4% 1,437 $266K
New England Private Wealth Advisors LLC 0.03% Add +0.1% 1,456 $266K
Invesco Ltd. 0.00% Add +3.8% 1,435 $266K
Byrne Asset Management LLC 0.15% Add +0.5% 1,434 $266K
Wealth Alliance, LLC 0.02% Reduce -3.5% 1,432 $265K
Bedel Financial Consulting, Inc. 0.03% Reduce -6.2% 1,432 $265K
Birchcreek Wealth Management, LLC 0.10% No change 1,431 $265K
Provident Wealth Management, LLC 0.07% Reduce -12.7% 1,425 $264K
Strategy Asset Managers LLC 0.04% Reduce -26.9% 1,422 $263K
Liberty Wealth Management LLC 0.03% No change 1,621 $262K
Lee Danner & Bass Inc. 0.02% Reduce -4.1% 1,413 $262K
Invera Wealth Advisors, LLC 0.14% Add +8.2% 1,411 $261K
Swmg, LLC 0.06% Reduce -2.3% 1,447 $261K
Front Row Advisors LLC 0.08% Reduce -6.7% 1,400 $260K
Endeavor Private Wealth, Inc. 0.06% Reduce -4.4% 1,388 $257K
Diversified Portfolios, Inc. 0.02% No change 1,385 $257K
Chatham Capital Group, Inc. 0.03% No change 1,383 $256K
Balboa Wealth Partners 0.03% New 1,376 $255K
Bayban 0.20% Reduce -0.9% 1,375 $255K
KG Capital Management 0.15% Reduce -7.8% 1,375 $255K
Maltin Wealth Management, Inc. 0.08% Add +0.2% 1,369 $254K
TFO Wealth Partners, LLC 0.03% New 1,368 $253K
Apella Capital, LLC 0.00% Add +6.2% 1,388 $253K
Weatherly Asset Management L. P. 0.02% No change 1,365 $253K
Pines Wealth Management, LLC 0.07% No change 1,363 $252K
Baltimore-Washington Financial Advisors, Inc. 0.01% No change 1,362 $252K
NCM Capital Management, LLC 0.08% No change 1,360 $252K
Kickstand Ventures, Llc. 0.05% Reduce -1.0% 1,357 $251K
First Heartland Consultants, Inc. 0.02% Add +3.1% 1,353 $251K
Magnolia Capital Advisors LLC 0.04% Add +7.0% 1,352 $250K
Wingate Wealth Advisors, Inc. 0.11% Add +0.2% 1,343 $249K
Keudell/Morrison Wealth Management 0.05% Add +7.6% 1,340 $248K
Brown Brothers Harriman & Co. 0.00% No change 1,338 $248K
Waterfront Wealth Inc. 0.04% No change 1,362 $248K
Diversified Enterprises, LLC 0.01% Add +0.1% 1,333 $247K
Inscription Capital, LLC 0.02% Add +0.2% 1,332 $247K
Impact Partnership Wealth, LLC 0.02% New 1,328 $246K
Dagco, Inc. 0.05% No change 1,327 $246K
Sterling Investment Management, LLC 0.13% Add +0.1% 1,317 $244K
1900 Wealth Management LLC 0.01% New 1,317 $244K
Total Clarity Wealth Management, Inc. 0.05% New 1,316 $244K
Beacon Capital Management, LLC 0.04% New 1,312 $243K
CLG LLC 0.05% New 1,304 $242K
Roan Capital Partners 0.20% No change 1,303 $241K
Synergy Asset Management, LLC 0.02% Add +1.8% 1,303 $241K
Cyndeo Wealth Partners, LLC 0.01% New 1,300 $241K
Retirement Planning Co of New England, Inc. 0.09% Reduce -4.0% 1,298 $240K
EFG International AG 0.00% Reduce -22.8% 1,295 $240K
Chapin Davis, Inc. 0.04% No change 1,293 $240K
Peoples Bank 0.23% Reduce -0.1% 1,291 $239K
Total Wealth Planning & Management, Inc. 0.17% New 1,290 $239K
Keystone Financial Services 0.06% No change 1,285 $238K
Autumn Glory Partners, LLC 0.07% Reduce -8.3% 1,272 $236K
Gryphon Financial Partners LLC 0.02% No change 1,271 $235K
KTF Investments, LLC 0.02% Reduce -44.0% 1,270 $235K
Fiduciary Financial Advisors 0.02% New 1,249 $235K
Greenwood Capital Associates LLC 0.02% Reduce -6.0% 1,265 $234K
Legacy Financial Strategies, LLC 0.04% Reduce -1.9% 1,259 $233K
West Bancorporation Inc. 0.10% No change 1,257 $233K
High Point Wealth Management, LLC 0.19% Reduce -18.8% 1,255 $232K
City Holding Co. 0.03% Reduce -2.2% 1,255 $232K
Florida Trust Wealth Management Co 0.01% New 1,250 $232K
Laurel Oak Wealth Management, LLC 0.03% New 1,245 $231K
USA Financial Formulas 0.04% — 1,245 $231K
Investmark Advisory Group LLC 0.09% Add +0.3% 1,241 $230K
First Citizens Bank & Trust Co. 0.00% Reduce -9.6% 1,238 $229K
Beacon Investment Advisory Services, Inc. 0.01% No change 1,236 $229K
STAR Financial Bank 0.09% New 1,236 $229K
WESPAC Advisors SoCal, LLC 0.04% Reduce -13.8% 1,236 $229K
Leigh Baldwin & Co., LLC 0.12% Reduce -25.1% 1,235 $229K
Bluesphere Advisors LLC 0.07% New 1,234 $229K
Sound Income Strategies, LLC 0.01% Add +3.3% 1,230 $228K
Novare Capital Management LLC 0.02% New 1,229 $228K
J. Derek Lewis & Associates Inc. 0.04% New 1,228 $228K
Johnson Financial Group, Inc. 0.01% Add +0.2% 1,225 $227K
Amicus Financial Advisors, LLC 0.06% New 1,222 $226K
Freedom Investment Management, Inc. 0.06% Reduce -15.9% 1,221 $226K
SouthState Bank Corp 0.01% Reduce -2.2% 1,220 $226K
Balanced Wealth Group LLC 0.07% New 1,219 $226K
Third View Private Wealth, LLC 0.03% New 1,210 $224K
Harfst & Associates, Inc. 0.03% New 1,209 $224K
Vines Capital Management, LLC 0.18% New 1,209 $224K
Wellington Management Group LLP 0.00% Reduce -58.3% 1,208 $224K
Central Valley Advisors, LLC 0.06% New 1,208 $224K
C2C Wealth Management, LLC 0.17% New 1,202 $223K
Coyle Financial Counsel LLC 0.04% New 1,201 $222K
Pincus Capital Management, LP 0.13% New 1,200 $222K
Grandfield & Dodd, LLC 0.01% New 1,200 $222K
Wealth Management Associates, Inc. 0.06% New 1,197 $222K
Harbor Investment Advisory, LLC 0.02% No change 1,194 $221K
Axim Planning & Wealth 0.31% Reduce -7.1% 1,192 $221K
McGuire Capital Advisors Inc. 0.12% No change 1,192 $221K
Huntleigh Advisors, Inc. 0.03% Reduce -21.7% 1,190 $220K
Ashton Thomas Securities, LLC 0.03% Reduce -23.0% 1,188 $220K
Parisi Gray Wealth Management 0.04% New 1,176 $218K
Noesis Capital Mangement Corp. 0.03% Reduce -12.3% 1,174 $217K
CVA Family Office, LLC 0.02% Add +11.7% 1,173 $217K
Castle Rock Wealth Management, LLC 0.04% New 1,182 $217K
Compound Planning, Inc. 0.01% Reduce -6.6% 1,161 $215K
Avidian Wealth Enterprises, LLC 0.01% New 1,161 $215K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.05% New 1,160 $215K
Broadleaf Partners, LLC 0.04% New 1,154 $214K
Aries Wealth Management 0.04% New 1,153 $214K
Summit Wealth Group LLC / Co. 0.02% New 1,153 $214K
Sather Financial Group Inc 0.01% New 1,152 $213K
Cove Private Wealth, LLC 0.04% New 1,150 $213K
Community Bank, N.A. 0.02% No change 1,140 $211K
Madison Wealth Partners, Inc 0.03% New 1,137 $211K
Bonfire Financial 0.13% New 1,125 $208K
Cpwa, LLC 0.24% New 1,118 $207K
Forvis Mazars Wealth Advisors, LLC 0.00% New 1,118 $207K
Corsicana & Co. 0.10% No change 1,115 $207K
Marco Investment Management LLC 0.01% New 1,114 $206K
JFS Wealth Advisors, LLC 0.01% No change 1,110 $206K
SVB Wealth LLC 0.01% New 1,110 $206K
Lakeridge Wealth Management LLC 0.08% New 1,110 $206K
Cathy Pareto & Associates, Inc. 0.12% New 1,108 $205K
Hantz Financial Services, Inc. 0.00% Add +282.4% 1,109 $205K
Saxony Capital Management, LLC 0.09% New 1,106 $205K
Thoroughbred Financial Services, LLC 0.01% New 1,102 $204K
Advocate Investing Services LLC 0.16% No change 1,100 $204K
Pacific Sun Financial Corp 0.08% New 1,098 $203K
Skyline Advisors, Inc. 0.06% New 1,097 $203K
Legacy Private Trust Co. 0.01% New 1,096 $203K
Pachira Investments Inc. 0.08% New 1,096 $203K
LBMC Investment Advisors, LLC 0.01% New 1,092 $202K
Root Financial Partners, LLC 0.01% Add +242.8% 1,090 $202K
Means Investment Co., Inc. 0.02% New 1,089 $202K
WealthPLAN Partners, LLC 0.04% New 1,084 $201K
Nvwm, LLC 0.04% Reduce -69.1% 1,082 $200K
Daybright Advisory Services, Inc. 0.05% New 1,113 $200K
Bank of Stockton 0.06% New 1,080 $200K
Tiaa Trust, National Association 0.01% Reduce -19.1% 1,074 $199K
Picton Mahoney Asset Management 0.00% No change 1,050 $194K
EverSource Wealth Advisors, LLC 0.01% Reduce -29.6% 1,028 $190K
Townsend Asset Management Corp. /NC/ 0.06% Add +6.9% 1,021 $189K
SYM FINANCIAL Corp 0.01% No change 1,000 $185K
HM Payson & Co. 0.00% Reduce -21.2% 1,000 $185K
NFSG Corp 0.02% Reduce -35.9% 995 $184K
Delos Wealth Advisors, LLC 0.09% No change 992 $184K
Allied Private Wealth LLC 0.12% — 995 $180K
Continuum Advisory, LLC 0.01% New 946 $175K
Vima LLC 0.17% — 929 $172K
Valley National Advisers Inc. 0.02% No change 922 $171K
Highland Investment Advisors LLC 0.07% — 912 $169K
United Community Bank 0.05% No change 905 $168K
FWL Investment Management, LLC 0.03% Add +168.4% 875 $162K
MilWealth Group LLC 0.03% No change 869 $161K
WestEnd Advisors, LLC 0.00% New 837 $155K
Strengthening Families & Communities, LLC 0.03% Add +0.2% 828 $153K
Barnes Dennig Private Wealth Management LLC 0.12% Add +1.6% 824 $153K
Cherry Tree Wealth Management, LLC 0.03% No change 822 $152K
BankPlus Trust Department 0.04% Reduce -3.6% 808 $150K
Strive Financial Group ,LLC 0.06% Add +166.7% 800 $148K
Capital Analysts, LLC 0.00% Add +19.4% 801 $148K
Finley Financial, LLC 0.06% No change 790 $146K
Oxford Financial Group, LTD. LLC 0.01% No change 775 $144K
Highline Wealth Partners LLC 0.03% Add +604.6% 761 $141K
IMA Advisory Services, Inc. 0.01% New 756 $140K
Paladin Advisory Group, LLC 0.09% No change 754 $140K
Dunhill Financial, LLC 0.03% No change 743 $138K
Phillips Financial Management, LLC 0.01% No change 728 $135K
South Plains Financial, Inc. 0.07% No change 720 $133K
MCF Advisors LLC 0.00% No change 718 $133K
Bollard Group LLC 0.00% Add +0.1% 719 $133K
Farmers & Merchants Investments Inc. 0.00% Reduce -11.5% 711 $132K
Wellington Shields & Co., LLC 0.03% No change 698 $129K
Burnham & Co LLC 0.10% — 694 $129K
Bravera Wealth 0.05% No change 688 $127K
Murphy & Mullick Capital Management Corp 0.08% Add +18.2% 585 $127K
TrustBank 0.04% No change 675 $125K
Downshift Financial, LLC 0.06% New 668 $124K
TIAA Wealth Investment Management LLC 0.00% Add +107.8% 665 $122K
Horrell Capital Management, Inc. 0.06% No change 650 $120K
Creative Capital Management Investments LLC 0.03% New 646 $120K
Sumitomo Mitsui Financial Group, Inc. 0.00% Add +761.1% 620 $115K
Caldwell Sutter Capital, Inc. 0.04% No change 610 $113K
Sachetta, LLC 0.05% No change 610 $113K
Vision Retirement, LLC 0.03% Reduce -2.4% 579 $107K
NBH Bank 0.04% — 575 $107K
Indiana Trust & Investment Management Co 0.03% No change 575 $107K
Wagner Wealth Management, LLC 0.02% Reduce -26.7% 572 $106K
Quent Capital, LLC 0.01% Add +540.5% 570 $106K
Banque Cantonale Vaudoise 0.00% No change 554 $103K
Compagnie Lombard Odier SCmA 0.00% New 550 $102K
Plante Moran Financial Advisors, LLC 0.00% No change 549 $102K
FAS Wealth Partners, Inc. 0.01% No change 545 $101K
Flagship Wealth Advisors, LLC 0.02% Reduce -7.0% 544 $101K
Crewe Advisors LLC 0.01% Add +51.5% 538 $100K
Tanglewood Legacy Advisors, LLC 0.03% No change 535 $99K
Morse Asset Management, Inc 0.02% No change 535 $99K
Raffa Wealth Management, LLC 0.01% No change 535 $99K
Burk Holdings LLC 0.04% No change 532 $99K
Avalon Trust Co 0.01% No change 530 $98K
Register Financial Advisors LLC 0.03% Add +0.2% 528 $98K
DT Investment Partners, LLC 0.01% No change 528 $98K
Piedmont Capital Management, LLC 0.06% No change 523 $97K
Virginia Estate & Retirement Planning Advisors Inc. 0.12% New 504 $96K
Hyposwiss Advisors SA 0.09% No change 515 $95K
Pacific Center for Financial Services 0.02% Reduce -3.2% 510 $94K
Granite FO LLC 0.05% No change 500 $93K
Align Financial, LLC 0.05% No change 500 $93K
Ramirez Asset Management, Inc. 0.01% Add +400.0% 500 $93K
Salem Investment Counselors Inc. 0.00% No change 500 $93K
Valley Wealth Managers, Inc. 0.01% No change 495 $92K
New Republic Capital, LLC 0.02% No change 493 $91K
Princeton Global Asset Management LLC 0.01% Add +0.2% 479 $89K
PlanVest Financial, Inc 0.06% Add +0.2% 477 $88K
Bank of New Hampshire 0.02% No change 463 $86K
Key Financial Inc 0.01% Add +67.7% 456 $84K
Strategic Wealth Partners, Ltd. 0.01% Reduce -0.2% 455 $84K
Napier Financial, LLC 0.02% No change 443 $82K
SBI Securities Co., Ltd. 0.00% Reduce -1.1% 438 $81K
Pacifica Partners Inc. 0.02% No change 441 $81K
Archer Investment Corp 0.02% Add +29.9% 434 $80K
Transce3nd, LLC 0.71% Reduce -22.9% 441 $80K
Gold Investment Management Ltd. 0.02% Reduce -8.8% 433 $80K
Roxbury Financial LLC 0.06% No change 432 $80K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 430 $80K
Cambient Family Office, LLC 0.01% New 427 $79K
Anchor Investment Management, LLC 0.01% No change 426 $79K
Orion Capital Management LLC 0.02% Add +40.7% 425 $79K
Union Savings Bank 0.03% No change 419 $78K
Key Capital Management, INC 0.04% No change 410 $76K
BOCHK Asset Management Ltd 0.01% New 410 $76K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.02% Reduce -87.9% 400 $74K
Old Second National Bank of Aurora 0.01% No change 400 $74K
Concord Wealth Partners 0.01% New 389 $72K
Hollencrest Capital Management 0.00% Add +0.3% 387 $72K
Centerpoint Advisors, LLC 0.02% No change 385 $71K
Financial Network Wealth Advisors LLC 0.07% Add +26.0% 383 $71K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -28.1% 379 $70K
PFS Partners, LLC 0.03% Add +396.1% 377 $70K
BOK Financial Private Wealth, Inc. 0.00% No change 360 $67K
Arlington Trust Co LLC 0.01% No change 356 $66K
Daytona Street Capital LLC 0.05% No change 360 $66K
Winch Advisory Services, LLC 0.01% Add +106.5% 351 $65K
Grove Bank & Trust 0.01% Reduce -49.9% 344 $64K
Peoples Financial Services Corp. 0.03% No change 343 $64K
St Germain D J Co. Inc. 0.00% Reduce -31.9% 339 $63K
Hamilton Point Investment Advisors, LLC 0.01% No change 333 $62K
Gill Capital Partners, LLC 0.02% No change 330 $61K
Synergy Investment Management, LLC 0.01% Reduce -22.2% 323 $60K
Innovative Asset Advisors Group, LLC 0.03% Add +0.3% 320 $59K
Alerus Financial NA 0.00% No change 312 $58K
HHM Wealth Advisors, LLC 0.01% Add +4.4% 311 $58K
Ameriflex Group, Inc. 0.02% Add +4.1% 307 $57K
Piscataqua Savings Bank 0.04% No change 306 $57K
Operose Advisors LLC 0.01% No change 306 $57K
Pinnacle Bancorp, Inc. 0.01% No change 300 $56K
Family Manage LLC 0.01% New 300 $56K
Trust Co. of Toledo NA 0.00% Reduce -40.0% 300 $56K
Lowe Brockenbrough & Co. Inc. 0.00% No change 300 $56K
Armor Investment Advisors, LLC 0.02% No change 285 $53K
Credit Industriel Et Commercial 0.01% Reduce -88.3% 283 $52K
Sage Mountain Advisors LLC 0.00% No change 281 $52K
Windsor Advisory Group, LLC 0.04% Reduce -46.7% 266 $49K
Davis Capital Management 0.03% No change 255 $47K
DecisionPoint Financial, LLC 0.01% No change 255 $47K
Covestor Ltd 0.03% Reduce -12.9% 249 $46K
MassMutual Private Wealth & Trust, FSB 0.00% Add +229.3% 247 $46K
RMG Wealth Management LLC 0.00% No change 246 $46K
Rothschild Investment LLC 0.00% Reduce -26.4% 243 $45K
SHP Wealth Management 0.00% Add +16.4% 242 $45K
MTM Investment Management, LLC 0.01% Add +0.4% 241 $45K
Asset Management One Co., Ltd. 0.00% New 240 $44K
Physician Wealth Advisors, Inc. 0.01% Add +0.4% 238 $44K
LifeSteps Financial, Inc. 0.02% New 236 $44K
Cypress Capital Management LLC (WY) 0.04% No change 235 $44K
MidFirst Bank 0.00% No change 232 $43K
Legacy Bridge, LLC 0.01% Reduce -8.0% 230 $43K
Matrix Private Capital Group LLC 0.02% No change 225 $42K
Elevation Wealth Partners, LLC 0.01% Add +125.0% 225 $42K
Barrett & Company, Inc. 0.01% Add +22.2% 220 $41K
WPG Advisers, LLC 0.02% No change 218 $40K
Colonial Trust Advisors 0.00% No change 217 $40K
Avion Wealth 0.01% No change 219 $40K
Pursuit Wealth Strategies, LLC 0.05% No change 209 $39K
Trifecta Capital Advisors, LLC 0.00% No change 205 $38K
Cary Street Partners Investment Advisory LLC 0.01% Add +16.7% 203 $38K
Fairway Wealth LLC 0.01% No change 199 $37K
Acima Private Wealth, LLC 0.01% No change 196 $36K
Bellevue Asset Management, LLC 0.02% No change 192 $36K
Founders Capital Management 0.02% No change 189 $35K
Financial Management Professionals, Inc. 0.00% New 183 $34K
Lloyd Advisory Services, LLC. 0.01% New 174 $32K
Main Street Group, LTD 0.01% No change 173 $32K
Cape Investment Advisory, Inc. 0.01% New 172 $32K
Tidemark, LLC 0.01% No change 171 $32K
Regatta Research & Money Management 0.03% — 171 $32K
XP Advisory US, Inc. 0.02% — 167 $31K
Rialto Wealth Management, LLC 0.01% No change 163 $30K
StrongBox Wealth, LLC 0.01% New 162 $30K
Tompkins Financial Corp. 0.00% No change 161 $30K
Ankerstar Wealth, LLC 0.02% No change 160 $30K
Redwood Park Advisors LLC 0.02% Add +0.6% 157 $29K
Truvestments Capital LLC 0.00% No change 156 $29K
Clark Wealth Partners 0.02% No change 152 $28K
Luken Investment Analytics, LLC 0.01% No change 150 $28K
True Wealth Design, LLC 0.01% No change 150 $28K
Colonial Trust Co / SC 0.00% No change 150 $27K
Bell Investment Advisors, Inc 0.00% No change 145 $27K
Triumph Capital Management 0.00% Add +2.9% 144 $27K
Steph & Co. 0.01% No change 139 $26K
Costello Asset Management, INC 0.01% No change 138 $26K
Evolution Wealth Management Inc. 0.01% Add +10.4% 138 $26K
Versant Capital Management, Inc 0.00% No change 136 $25K
Quaker Wealth Management, LLC 0.01% No change 134 $25K
Cranbrook Wealth Management, LLC 0.00% Add +195.6% 133 $25K
Manchester Capital Management LLC 0.00% No change 130 $24K
North Star Investment Management Corp. 0.00% Reduce -68.4% 130 $24K
Hanson & Doremus Investment Management 0.00% No change 129 $24K
Trust Co. of Vermont 0.00% — 127 $24K
Acumen Wealth Advisors, LLC 0.00% Add +62.3% 125 $23K
Asset Dedication, LLC 0.00% Reduce -6.0% 125 $23K
Park Place Capital Corp 0.00% Reduce -18.4% 124 $23K
Biltmore Family Office, LLC 0.00% Add +18.0% 118 $22K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 113 $21K
Signature Resources Capital Management, LLC 0.01% No change 108 $20K
Ulland Investment Advisors, LLC 0.01% No change 100 $19K
Berbice Capital Management LLC 0.01% Reduce -96.9% 100 $19K
Cordgrass Capital Advisors, LLC 0.01% No change 100 $19K
Hughes Financial Services, LLC 0.00% No change 100 $19K
Abound Wealth Management 0.00% No change 99 $18K
Burkett Financial Services, LLC 0.01% No change 97 $18K
Markowski Investments 0.00% — 95 $18K
Brooklyn FI, LLC 0.00% New 97 $17K
Jackson, Grant Investment Advisers, Inc. 0.01% Reduce -82.7% 93 $17K
First PREMIER Bank 0.00% Reduce -11.4% 93 $17K
Bogart Wealth, LLC 0.00% No change 88 $16K
Hilton Head Capital Partners, LLC 0.01% Add +7.4% 87 $16K
CNB Bank 0.01% No change 84 $16K
Morton Brown Family Wealth, LLC 0.00% No change 82 $15K
Oakworth Capital, Inc. 0.00% Reduce -4.9% 78 $14K
Smithfield Trust Co 0.00% No change 71 $14K
JDM Financial Group LLC 0.00% No change 75 $14K
Ascentis Wealth Management, LLC 0.00% No change 72 $13K
Wealth Enhancement Trust Services, Inc. 0.00% No change 70 $13K
Kingdom Financial Group LLC. 0.00% New 67 $12K
SRH Advisors, LLC 0.00% No change 60 $11K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 59 $11K
Evermay Wealth Management LLC 0.00% Reduce -36.3% 58 $11K
1 North Wealth Services LLC 0.00% New 57 $11K
City State Bank 0.00% No change 55 $10K
Eukles Asset Management 0.00% No change 54 $10K
Investment Research & Advisory Group, Inc. 0.00% No change 53 $10K
Gilpin Wealth Management, LLC 0.01% No change 51 $9K
Vanguard National Trust Co 0.00% No change 51 $9K
Vision Financial Markets LLC 0.01% No change 51 $9K
Mowery & Schoenfeld Wealth Management, LLC 0.01% New 50 $9K
Bullseye Investment Management, LLC 0.00% No change 50 $9K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 50 $9K
Citizens National Bank Trust Department 0.00% No change 50 $9K
KERR FINANCIAL PLANNING Corp 0.01% No change 49 $9K
Financial Gravity Companies, Inc. 0.00% — 46 $9K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 46 $9K
IMG Wealth Management, Inc. 0.00% No change 45 $8K
Buck Wealth Strategies, LLC 0.00% New 44 $8K
Millstone Evans Group, LLC 0.00% No change 43 $8K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 42 $8K
Axiom Investment Management LLC 0.01% Reduce -70.4% 42 $8K
Friedenthal Financial 0.00% Reduce -94.6% 40 $7K
Nemes Rush Group LLC 0.00% No change 39 $7K
Zions Bancorporation, National Association 0.00% No change 39 $7K
Pin Oak Investment Advisors Inc. 0.01% No change 40 $7K
Cornerstone Planning Group LLC 0.00% Reduce -21.3% 37 $7K
Comprehensive Financial Planning, Inc. 0.00% No change 34 $6K
SWAN Capital LLC 0.00% Reduce -29.2% 34 $6K
Wolff Wiese Magana LLC 0.00% No change 33 $6K
Nalls Sherbakoff Group, LLC 0.00% No change 32 $6K
First Community Trust NA 0.00% No change 32 $6K
Keating Financial Advisory Services, Inc. 0.00% Reduce -97.2% 30 $6K
Vermillion Wealth Management, Inc. 0.00% New 29 $5K
Daiwa Securities Group Inc. 0.00% Reduce -14.7% 29 $5K
Mosley Wealth Management 0.00% New 23 $4K
Rachor Investment Advisory Services, LLC 0.00% No change 21 $4K
Central Pacific Bank - Trust Division 0.00% No change 19 $4K
WealthShield Partners, LLC 0.00% Reduce -15.4% 11 $2K
Roble, Belko & Company, Inc 0.00% No change 13 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 10 $2K
Westend Capital Management, LLC 0.00% No change 8 $1K
Rakuten Securities, Inc. 0.00% Reduce -71.4% 6 $1K
Quantum Portfolio Management LLC 0.00% New 5 $926
CGC Financial Services, LLC 0.00% No change 5 $926
Inspire Investing, LLC 0.00% No change 5 $926
Silicon Valley Capital Partners 0.00% No change 4 $747
Investors Research Corp 0.00% No change 4 $741
Tounjian Advisory Partners, LLC 0.00% New 3 $575
Capital Advisor Network LLC 0.00% No change 2 $370
Abound Financial, LLC 0.00% No change 2 $370
Caitlin John, LLC 0.00% Reduce -66.7% 1 $185
Raleigh Capital Management Inc. 0.00% No change 1 $166

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