SS Technology Select SectorXLKETF

13F holders, Q1 2024 (March 31)
1,957holders
7famous investors
$208.11avg. 13F price*

At the end of Q1 2024, 1,957 institutions reported holding SS Technology Select Sector (XLK) in their 13F filings. The largest holders were Bank of America Corp. ($2.7B), Wells Fargo & Company ($2.2B) and Morgan Stanley ($1.9B). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
SS Technology Select Sector
Filed as
SELECT SECTOR SPDR TR (Q1 2024)
CUSIP
81369Y803
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions130$298.0M
Exits88$340.5M

Ownership 1,957 holders

Bank of America Corp. 0.27% Add +3.2% 12,943,721 $2.7B
Wells Fargo & Company 0.59% Reduce -0.6% 10,642,326 $2.2B
Morgan Stanley 0.15% Reduce -10.4% 8,987,534 $1.9B
LPL Financial LLC 0.77% Add +9.0% 6,864,519 $1.4B
UBS Group AG 0.35% Add +3.7% 5,079,566 $1.1B
CHURCHILL MANAGEMENT Corp 13.04% Add +4.1% 5,020,431 $1.0B
Envestnet Asset Management Inc. 0.39% Reduce -2.4% 4,997,124 $1.0B
Goldman Sachs Group Inc. 0.19% Reduce -10.9% 4,335,579 $903.0M
Ameriprise Financial Inc. 0.23% Add +8.2% 3,936,952 $819.2M
Raymond James & Associates 0.49% Reduce -4.1% 3,434,467 $715.3M
Royal Bank of Canada 0.15% Reduce -8.9% 2,878,946 $599.6M
Janney Montgomery Scott LLC 1.76% Reduce -8.7% 2,832,831 $590.0M
Truist Financial Corp. 0.89% Reduce -9.3% 2,814,640 $586.2M
BlackRock Inc. 0.01% Add +26.1% 2,703,509 $563.1M
Charles Schwab Investment Management Inc. 0.13% Add +4.0% 2,636,486 $549.1M
Nissay Asset Management Corp. /Japan 3.25% No change 2,249,677 $468.5M
WestEnd Advisors, LLC 11.65% Reduce -7.3% 2,159,085 $449.7M
Captrust Financial Advisors 1.26% Add +4.9% 1,648,707 $343.4M
Factory Mutual Insurance Co. 3.85% Add +1.1% 1,610,300 $335.4M
Agf Management Ltd. 1.85% Add +9.8% 1,592,711 $331.7M
JPMorgan Chase & Co. 0.03% Add +9.4% 1,565,758 $326.1M
Bank of Montreal 0.10% Add +131.3% 1,525,230 $319.9M
PGIM Custom Harvest LLC 7.91% Add +14.9% 1,534,228 $319.5M
Northern Trust Corp. 0.05% Reduce -0.1% 1,403,139 $292.2M
US Bancorp \de 0.40% Reduce -0.5% 1,377,215 $286.8M
Barclays PLC 0.12% Add +164.9% 1,267,400 $264.0M
State Street Corp. 0.01% Reduce -2.8% 1,218,748 $253.8M
CW Advisors, LLC 3.70% Add +0.8% 1,027,311 $214.0M
Equitable Holdings, Inc. 2.39% Add +1.0% 1,019,082 $212.2M
Osaic Holdings, Inc. 0.46% Reduce -9.7% 998,266 $207.9M
Rockefeller Capital Management L.P. 0.57% Add +15.2% 936,454 $195.0M
Commonwealth Equity Services, LLC 0.30% Add +13.7% 881,257 $183.5M
PNC Financial Services Group, Inc. 0.13% Add +0.9% 863,420 $179.8M
Main Management ETF Advisors, LLC 9.38% Add +3.5% 852,150 $177.5M
Raymond James Financial Services Advisors, Inc. 0.26% Reduce -2.3% 852,071 $177.5M
Stifel Financial Corp. 0.20% Add +2.0% 830,520 $173.0M
Provida Pension Fund Administrator 4.21% Add +24.5% 814,134 $169.7M
Swan Global Investments, LLC 8.31% Reduce -6.2% 810,907 $168.9M
Citigroup Inc. 0.18% Reduce -9.9% 807,317 $168.1M
Harel Insurance Investments & Financial Services Ltd. 3.19% Add +50.1% 791,069 $164.8M
InterOcean Capital Group, LLC 3.91% Add +0.8% 787,027 $163.9M
Migdal Insurance & Financial Holdings Ltd. 2.57% Reduce -19.2% 771,348 $160.6M
Cetera Investment Advisers 0.37% Add +285.1% 756,208 $157.5M
HighTower Advisors, LLC 0.25% Reduce -0.4% 739,903 $154.0M
KCM Investment Advisors LLC 5.43% Reduce -3.3% 701,719 $146.1M
Assetmark, Inc. 0.46% Reduce -6.0% 674,755 $140.5M
Cambridge Investment Research Advisors, Inc. 0.53% Add +12.3% 659,016 $137.3M
Victory Capital Management Inc. 0.14% Reduce -0.2% 657,523 $136.9M
Corient Private Wealth LP 0.23% Reduce -14.0% 625,189 $130.2M
Private Advisor Group, LLC 0.90% Reduce -5.1% 602,083 $125.4M
RiverFront Investment Group, LLC 3.36% Add +1.7% 572,028 $119.1M
Mariner, LLC 0.24% Add +0.5% 561,789 $117.0M
J.Safra Asset Management Corp 12.83% Add +1.2% 544,199 $113.3M
Conservest Capital Advisors, Inc. 11.18% Reduce -2.8% 526,222 $109.6M
Bar Harbor Wealth Management 6.71% Reduce -0.0% 480,766 $100.1M
TD Asset Management Inc 0.09% Add +0.4% 469,094 $97.7M
EP Wealth Advisors, LLC 1.14% Reduce -0.0% 468,770 $97.6M
Mirae Asset Global Investments Co., Ltd. 0.21% Reduce -22.9% 463,345 $95.8M
Cwm, LLC 0.46% Add +4.7% 455,244 $94.8M
Marshall Wace, LLP 0.16% New 453,642 $94.5M
1832 Asset Management L.P. 0.17% Reduce -38.9% 447,706 $93.2M
Spinnaker Trust 5.72% Reduce -2.8% 425,356 $88.6M
Meitav Investment House Ltd. 1.71% Reduce -15.0% 417,984 $87.1M
Citadel Advisors 0.08% Add +4731.9% 411,197 $85.6M
Millennium Management 0.07% Add +103.6% 409,041 $85.2M
Advisory Alpha, LLC 3.49% Reduce -17.4% 408,132 $85.0M
Fifth Third Bancorp 0.33% Reduce -3.5% 405,961 $84.5M
Qube Research & Technologies Ltd 0.15% Add +9.4% 400,012 $83.3M
Jane Street Group, LLC 0.11% Add +28157.9% 390,524 $81.3M
Gerber Kawasaki Wealth & Investment Management 4.22% Reduce -1.9% 375,213 $78.1M
Kestra Advisory Services, LLC 0.50% Add +30.9% 359,159 $74.8M
Salomon & Ludwin, LLC 6.04% Reduce -4.1% 335,779 $70.2M
Phoenix Financial Ltd. 0.96% Reduce -0.2% 333,597 $69.5M
Parker Investment Management, LLC 11.93% Reduce -0.5% 331,197 $69.0M
Trek Financial, LLC 5.31% Add +20.4% 321,741 $67.0M
GR Financial Group, LLC 15.01% New 311,203 $64.8M
Wealth Enhancement Advisory Services, LLC 0.16% Add +1.5% 304,120 $63.3M
Focus Partners Wealth 0.51% Add +103.0% 298,903 $62.3M
MML Investors Services, LLC 0.25% Add +9.1% 293,043 $61.0M
Wharton Business Group, LLC 2.93% Reduce -3.8% 292,735 $61.0M
Bellwether Advisors, LLC 13.31% Add +7.9% 290,947 $60.6M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 5.82% Add +199.9% 290,000 $60.4M
Mercer Global Advisors Inc. 0.17% Add +11.3% 287,141 $59.8M
Capital Investment Advisors, LLC 1.36% Reduce -42.0% 279,139 $58.1M
Advisors Preferred, LLC 9.61% Reduce -10.7% 273,264 $57.1M
Chemung Canal Trust Co. 10.87% Reduce -6.6% 270,256 $56.3M
WINTON GROUP Ltd 3.92% Add +50.5% 266,821 $55.6M
Capital Fund Management S.A. 0.65% Add +18.1% 257,424 $53.6M
CoreCap Advisors, LLC 2.78% Add +110.3% 251,998 $52.5M
Old National Bancorp 1.20% Reduce -9.7% 242,855 $50.6M
Thrivent Financial for Lutherans 0.10% Add +2.0% 231,759 $48.3M
J. Goldman & Co LP 2.10% Reduce -0.5% 223,116 $46.5M
Pathstone Holdings, LLC 0.22% Add +1.1% 221,337 $46.1M
Spectrum Wealth Counsel, LLC 5.63% Add +25.0% 220,804 $46.0M
Atria Wealth Solutions, Inc. 0.52% Add +6.1% 220,529 $45.9M
Cresset Asset Management, LLC 0.22% Add +53.6% 218,222 $45.4M
Lido Advisors, LLC 0.41% Reduce -5.3% 216,770 $45.1M
Commerce Bank 0.30% Reduce -7.7% 215,230 $44.8M
Main Management LLC 3.75% Add +0.1% 211,215 $44.0M
Evolution Wealth Advisors, LLC 8.38% Add +5.5% 210,104 $43.8M
Avantax Advisory Services, Inc. 0.39% Add +6.7% 208,677 $43.5M
Kingsview Wealth Management, LLC 1.07% Add +0.6% 204,436 $42.6M
Full Sail Capital, LLC 2.94% Add +14.0% 202,665 $42.2M
Ashton Thomas Private Wealth, LLC 2.40% Add +27.4% 201,512 $42.0M
Graypoint LLC 3.03% Reduce -18.0% 201,357 $41.9M
United Asset Strategies, Inc. 4.19% Reduce -2.1% 201,310 $41.9M
Integrated Wealth Concepts LLC 0.61% Add +7.7% 200,741 $41.8M
Foundations Investment Advisors, LLC 1.07% Add +4.1% 197,115 $41.1M
Hollencrest Capital Management 1.84% Add +4.8% 192,999 $40.2M
Exchange Traded Concepts, LLC 1.03% Add +445.4% 191,081 $39.8M
Creative Planning 0.04% Add +1.0% 190,939 $39.8M
Cornerstone Advisors, LLC 1.64% Add +22.8% 190,100 $39.6M
IMZ Advisory Inc 20.41% Add +0.8% 190,036 $39.6M
Comerica Bank 0.17% Add +6.0% 187,336 $39.0M
TD Waterhouse Canada Inc. 0.29% Reduce -1.9% 183,006 $38.8M
Petredis Investment Advisors LLC 4.60% Reduce -1.2% 183,922 $38.3M
Cibc World Market Inc. 0.10% Add +41.7% 181,183 $37.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.43% Add +58.0% 178,627 $37.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3.19% Reduce -26.1% 176,226 $36.7M
Taiyo Life Insurance Co. 2.94% New 175,200 $36.5M
Carnegie Investment Counsel 1.12% Reduce -0.3% 172,176 $35.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.10% Reduce -16.2% 171,638 $35.7M
MAI Capital Management 0.37% Add +1.5% 169,974 $35.4M
Zurich Insurance Group Ltd 0.32% Reduce -4.6% 169,764 $35.0M
Robertson Stephens Wealth Management, LLC 1.91% Add +15.2% 167,586 $34.9M
Janney Capital Management LLC 2.32% Reduce -1.7% 167,358 $34.9M
Prudential Financial Inc. 0.05% Add +32.3% 166,201 $34.6M
Tiff Advisory Services, LLC 14.76% No change 162,475 $33.8M
Vickerman Investment Advisors, Inc. 10.89% Reduce -0.2% 162,048 $33.7M
Krilogy Financial LLC 2.58% Reduce -3.8% 161,230 $33.6M
Steward Partners Investment Advisory, LLC 0.36% Add +0.7% 156,838 $32.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5.37% Add +0.7% 156,419 $32.6M
Susquehanna International Group, LLP 0.05% Reduce -6.6% 154,630 $32.2M
FMR LLC 0.00% Add +11.0% 153,797 $32.0M
Stillwater Capital Advisors, LLC 4.71% Reduce -6.2% 152,587 $31.8M
Oppenheimer Asset Management Inc. 0.45% Add +2463.7% 149,004 $31.0M
Stadion Money Management, LLC 2.00% Reduce -3.4% 147,822 $30.8M
BNP Paribas Financial Markets 0.04% Reduce -56.5% 147,704 $30.8M
Alps Advisors Inc. 0.21% Reduce -10.9% 145,029 $30.2M
Asset Advisors Investment Management, LLC 3.32% Add +1.0% 142,325 $29.6M
Tocqueville Asset Management L.P. 0.48% Reduce -0.3% 140,050 $29.2M
Asset Management One Co., Ltd. 0.11% Reduce -24.7% 138,500 $28.8M
Tradewinds Capital Management, LLC 7.92% Add +3867.8% 137,524 $28.6M
Dakota Wealth Management 0.71% Add +3.6% 136,730 $28.5M
Peapack Gladstone Financial Corp. 0.44% Add +1.7% 136,420 $28.4M
Spire Wealth Management 0.51% Add +2.8% 133,480 $27.8M
Brave Asset Management Inc. 7.19% Add +1.4% 133,054 $27.7M
Baird Financial Group, Inc. 0.06% Reduce -6.1% 132,073 $27.5M
Marex Group Ltd 0.88% Add +10014.7% 130,379 $27.2M
Allspring Global Investments Holdings, LLC 0.04% Reduce -12.7% 129,372 $26.9M
First Horizon Advisors, Inc. 0.83% Reduce -4.3% 129,155 $26.9M
First Interstate Bank 1.85% Reduce -4.0% 127,934 $26.6M
Federation des caisses Desjardins du Quebec 0.19% Reduce -6.2% 126,256 $26.3M
IHT Wealth Management, LLC 1.03% Add +10.3% 123,691 $25.8M
Intrua Financial, LLC 3.98% Add +71.0% 122,882 $25.6M
WBH Advisory Inc. 2.63% Add +3.8% 122,797 $25.6M
Martin & Co. Inc. 6.24% Reduce -4.6% 122,722 $25.6M
Ayalon Insurance Comp Ltd. 8.49% Add +8.0% 122,655 $25.5M
Advisory Services Network, LLC 0.56% Reduce -1.2% 122,291 $25.5M
NWF Advisory Services Inc. 4.25% Add +5.7% 122,047 $25.4M
Yarbrough Capital, LLC 1.11% No change 122,040 $25.4M
Bailard, Inc. 0.69% Add +0.8% 120,134 $25.0M
DAVENPORT & Co LLC 0.15% Reduce -8.2% 119,193 $24.8M
ARS Wealth Advisors Group, LLC 3.33% Add +6.3% 118,606 $24.7M
Strategic Point Investment Advisors, LLC 4.46% Add +15.8% 118,019 $24.6M
Black Swift Group, LLC 6.27% Reduce -4.2% 117,333 $24.4M
Clarity Financial LLC 3.79% Reduce -11.2% 117,316 $24.4M
Gratus Wealth Advisors, LLC 4.46% Reduce -5.5% 123,457 $24.3M
M&T Bank Corp 0.08% Reduce -0.4% 113,866 $23.7M
Biltmore Wealth Management, LLC 11.26% No change 123,018 $23.7M
Two Sigma Investments, LP 0.06% Reduce -89.2% 113,601 $23.7M
Northeast Financial Consultants Inc 1.14% Add +1.5% 111,811 $23.3M
Concurrent Investment Advisors, LLC 0.94% Add +7.8% 111,322 $23.2M
Oakworth Capital, Inc. 1.73% Reduce -25.2% 110,505 $23.0M
Rothschild Capital Partners, LLC 6.62% Add +44.5% 109,335 $22.8M
Buffington Mohr McNeal 4.06% Reduce -1.8% 107,696 $22.4M
McKinley Carter Wealth Services, Inc. 1.50% Reduce -5.4% 107,573 $22.4M
Mutual Advisors, LLC 0.71% Reduce -2.6% 105,534 $22.0M
High Note Wealth, LLC 7.13% Add +9.8% 105,205 $21.9M
Associated Banc-Corp 0.68% Add +2.8% 103,120 $21.5M
Roble, Belko & Company, Inc 3.65% Reduce -3.1% 102,118 $21.3M
Essex LLC 4.87% Add +11.4% 101,464 $21.1M
Callan Capital, LLC 1.82% Reduce -2.1% 99,614 $20.7M
Premier Path Wealth Partners, LLC 3.85% Add +20.4% 98,279 $20.5M
J.W. Cole Advisors, Inc. 1.03% Add +7.3% 97,976 $20.4M
Joel Isaacson & Co., LLC 1.11% Add +1.3% 97,357 $20.3M
Wealthfront Advisers LLC 0.07% Add +21.5% 96,771 $20.2M
Cavalier Investments, LLC 7.33% Add +3.6% 96,476 $20.1M
Innealta Capital, LLC 8.42% Add +0.0% 95,685 $19.9M
Composition Wealth, LLC 0.50% Reduce -2.0% 95,414 $19.9M
Two Sigma Advisers, LP 0.05% Reduce -89.9% 95,300 $19.8M
Atlas Capital Advisors Inc. 3.09% Add +12.5% 94,715 $19.7M
Klingenstein Fields & Co. LP 0.82% Reduce -17.9% 94,567 $19.7M
Credit Suisse AG/ 0.02% Reduce -40.8% 94,397 $19.7M
Orange Investment Advisors, Inc. 2.34% Reduce -0.6% 93,964 $19.6M
RFG Advisory, LLC 0.66% Add +7.1% 93,096 $19.4M
Long Run Wealth Advisors, LLC 5.08% Add +4.0% 92,590 $19.3M
Cerity Partners LLC 0.05% Add +5.7% 91,331 $19.0M
Secure Asset Management, LLC 4.45% Add +34.5% 90,854 $18.9M
Tiller Private Wealth, Inc. 8.42% Add +40.7% 90,506 $18.8M
Forbes J M & Co. LLP 2.02% No change 89,297 $18.6M
SG Americas Securities, LLC 0.10% Add +50.2% 87,830 $18.3M
Sykon Capital LLC 6.58% Add +12.0% 87,389 $18.2M
Financial Counselors Inc. 0.31% Reduce -2.5% 86,989 $18.1M
Privium Fund Management (UK) Ltd 8.95% Add +2.9% 87,195 $18.0M
Mendel Capital Management LLC 11.71% Reduce -2.6% 84,916 $17.7M
Atria Investments, Inc 0.24% Reduce -1.2% 84,752 $17.7M
Bristlecone Advisors, LLC 1.50% Add +4.2% 81,859 $17.0M
Leuthold Group, LLC 1.92% Add +0.1% 81,853 $17.0M
Fox Financial, Inc 15.43% Reduce -1.8% 81,806 $17.0M
Independent Financial Group, LLC 0.76% Add +4.1% 79,098 $16.5M
Ameritas Advisory Services, LLC 0.67% Reduce -1.4% 78,442 $16.2M
Stratos Wealth Partners, LTD. 0.27% Add +2.1% 77,449 $16.1M
Centaurus Financial, Inc. 1.13% Reduce -3.3% 77,222 $16.1M
Keybank National Association 0.07% Add +2.1% 77,194 $16.1M
Ciovacco Capital Management LLC 10.72% Reduce -0.2% 76,610 $16.0M
NewSquare Capital LLC 1.41% Add +2.5% 78,254 $15.9M
State of Tennessee, Department of Treasury 0.06% Reduce -69.9% 76,066 $15.8M
McElhenny Sheffield Capital Management, LLC 5.60% Add +2760.7% 75,494 $15.7M
Park Avenue Securities LLC 0.20% Add +84.7% 74,909 $15.6M
Rezny Wealth Management, Inc. 5.50% Reduce -1.3% 74,198 $15.5M
Visionary Wealth Advisors 1.04% Add +75.8% 73,971 $15.4M
Pallas Capital Advisors LLC 0.64% Add +4.8% 73,769 $15.4M
Blair William & Co. 0.05% Reduce -1.5% 73,395 $15.3M
Pittenger & Anderson Inc. 0.62% Reduce -1.6% 73,231 $15.3M
Allworth Financial LP 0.11% Add +0.2% 71,759 $14.9M
Sequent Asset Management, LLC 7.80% No change 70,886 $14.8M
Tiaa Trust, National Association 0.05% Add +0.9% 70,786 $14.7M
Nations Financial Group Inc, /Ia/ 1.24% Add +1.2% 70,685 $14.7M
Bank Hapoalim BM 1.98% Add +2.4% 70,510 $14.7M
Circle Wealth Management, LLC 0.37% Add +9.4% 70,509 $14.7M
Focus Financial Network, Inc. 0.71% — 74,420 $14.6M
Destiny Wealth Partners, LLC 2.61% Reduce -8.3% 69,820 $14.5M
Simmons Bank 1.09% Reduce -0.1% 69,784 $14.5M
Allianz SE 0.45% — 68,455 $14.3M
Fiera Capital Corp 0.04% Add +1.6% 67,545 $14.1M
Capula Management Ltd 0.47% Reduce -0.5% 66,713 $13.9M
Integrated Advisors Network LLC 0.70% Add +14.5% 65,903 $13.7M
Montag A & Associates Inc. 0.69% Add +13.8% 65,739 $13.7M
Cornerstone Wealth Group, LLC 1.26% Add +1.4% 65,615 $13.7M
Oppenheimer & Co. Inc. 0.23% Reduce -2.7% 65,443 $13.6M
Tsfg, LLC 3.43% Reduce -8.6% 65,330 $13.6M
Camarda Financial Advisors, LLC 5.46% Reduce -2.8% 64,915 $13.5M
Orion Porfolio Solutions, LLC 0.14% Add +9.3% 64,790 $13.5M
Orion Portfolio Solutions, LLC 0.14% Add +9.3% 64,790 $13.5M
Great Valley Advisor Group, Inc. 0.40% Add +65.6% 63,806 $13.3M
Stephens Inc. 0.20% Add +3.6% 63,082 $13.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3.40% Reduce -25.6% 62,693 $13.1M
Tamar Securities, LLC 2.21% Reduce -8.8% 62,533 $13.0M
NewEdge Advisors, LLC 0.11% Reduce -66.6% 62,193 $13.0M
Turtle Creek Wealth Advisors, LLC 3.17% Add +0.1% 62,076 $12.9M
Bank of Nova Scotia 0.03% Add +484.8% 62,052 $12.9M
Prime Capital Investment Advisors, LLC 0.18% Add +5.4% 61,953 $12.9M
Horizon Wealth Management, LLC 3.35% Reduce -7.6% 61,678 $12.8M
Sepio Capital, LP 1.09% Reduce -4.9% 61,264 $12.8M
Balyasny Asset Management L.P. 0.03% Reduce -10.5% 60,793 $12.7M
Onyx Bridge Wealth Group LLC 2.26% Add +13.1% 63,304 $12.7M
McMorgan & Co. LLC 2.17% Add +0.0% 60,630 $12.6M
Jump Financial, LLC 0.34% Add +1.6% 60,420 $12.6M
Great Lakes Advisors, LLC 0.11% Reduce -6.6% 60,412 $12.6M
Provident Co of the Employees of the Hebrew University LTD 13.31% — 60,267 $12.6M
MV Capital Management, Inc. 1.43% Reduce -1.6% 60,153 $12.5M
Founders Financial Securities LLC 1.31% Add +14.7% 59,919 $12.5M
Elevation Point Wealth Partners, LLC 0.95% Add +3.8% 59,550 $12.4M
First Trust Investment Solutions L.P. 2.18% Add +4.2% 59,241 $12.3M
Freedom Investment Management, Inc. 0.98% Add +4.1% 58,707 $12.2M
Money Concepts Capital Corp. 1.13% Add +2.1% 58,695 $12.2M
Darwin Wealth Management, LLC 3.40% Add +0.5% 58,644 $12.2M
Certuity, LLC 1.08% Add +2.9% 58,470 $12.2M
Schnieders Capital Management LLC 2.53% Reduce -0.7% 58,450 $12.2M
Synovus Financial Corp. 0.16% Reduce -0.1% 58,316 $12.1M
AMG National Trust Bank 0.35% Reduce -0.7% 57,834 $12.0M
Kellett Wealth Advisors, LLC 8.29% Add +6.7% 57,489 $12.0M
Sigma Planning Corp 0.38% Add +59.3% 57,340 $11.9M
Trust Co 1.56% Reduce -8.2% 57,096 $11.9M
Apollon Financial, LLC 4.08% Add +5.6% 56,762 $11.8M
Toth Financial Advisory Corp. 1.47% Reduce -2.1% 56,422 $11.8M
Rockland Trust Co. 0.62% Reduce -6.2% 56,333 $11.7M
Tucker Asset Management LLC 2.67% Add +11.6% 55,530 $11.6M
TCV Trust & Wealth Management, Inc. 1.10% Reduce -3.2% 54,926 $11.4M
Toronto Dominion Bank 0.02% Reduce -70.6% 54,577 $11.4M
Horizon Investments, LLC 0.29% Add +20.7% 53,405 $11.1M
Benjamin F. Edwards & Company, Inc. 0.20% Add +8.1% 53,023 $11.0M
Venturi Wealth Management, LLC 0.71% Add +13.9% 52,930 $11.0M
James Investment Research, Inc. 1.29% Reduce -5.3% 52,304 $10.9M
Beacon Pointe Advisors, LLC 0.12% Add +16.2% 52,039 $10.8M
Lodestar Private Asset Management LLC 1.54% Add +2.0% 51,909 $10.8M
Envestnet Portfolio Solutions, Inc. 0.04% Add +42.2% 51,420 $10.7M
Bartlett & Co. Wealth Management LLC 0.16% Reduce -5.7% 51,338 $10.7M
Legacy Advisors, LLC 1.34% Add +0.0% 51,109 $10.6M
Venture Visionary Partners LLC 0.50% Add +8.8% 50,978 $10.6M
Quantinno Capital Management LP 0.23% Add +393.8% 50,866 $10.6M
AlphaMark Advisors, LLC 3.72% Reduce -1.6% 50,809 $10.6M
FIL Ltd 0.01% Reduce -35.4% 50,522 $10.5M
Bank of New York Mellon Corp 0.00% Add +8.4% 50,337 $10.5M
Merit Financial Group, LLC 0.25% Add +86.0% 51,439 $10.4M
CX Institutional 0.50% Reduce -37.5% 49,871 $10.4M
D.A. Davidson & Co. 0.09% Add +7.5% 49,782 $10.4M
National Bank of Canada 0.02% Reduce -2.5% 50,147 $10.3M
Sowell Financial Services LLC 0.48% Add +5.2% 49,219 $10.3M
Western Wealth Management, LLC 0.78% Reduce -3.3% 48,363 $10.1M
Transcend Capital Advisors, LLC 0.80% Reduce -5.5% 47,720 $9.9M
Court Place Advisors, LLC 3.20% Reduce -3.5% 47,688 $9.9M
Ameraudi Asset Management, Inc. 4.62% Reduce -20.2% 47,681 $9.9M
Ferguson Wellman Capital Management, Inc. 0.20% Reduce -0.7% 47,668 $9.9M
Cypress Capital Group 1.18% Add +24.9% 47,405 $9.9M
CIBC Private Wealth Group LLC 0.02% Add +8.0% 47,226 $9.9M
NewEdge Wealth, LLC 0.22% Add +8.0% 49,994 $9.9M
Spirepoint Private Client, LLC 1.50% — 47,302 $9.9M
Affinity Capital Advisors, LLC 2.19% Add +22.1% 47,133 $9.8M
StoneX Group Inc. 0.88% Reduce -58.6% 46,891 $9.8M
Harrell Investment Partners, LLC 2.89% Reduce -13.7% 46,762 $9.7M
Global Retirement Partners, LLC 0.36% Add +9.0% 46,343 $9.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +4.7% 45,984 $9.6M
DRW Securities, LLC 0.54% Reduce -54.1% 45,402 $9.5M
WCG Wealth Advisors LLC 0.79% Reduce -23.7% 45,370 $9.4M
Anfield Capital Management, LLC 4.53% Reduce -15.2% 45,124 $9.4M
Florida Financial Advisors, LLC 6.88% Add +18.4% 44,929 $9.4M
Quantitative Strategies, Inc. 5.35% Reduce -5.9% 44,630 $9.3M
GeoWealth Management, LLC 0.36% Reduce -26.6% 44,406 $9.2M
Schorn Wealth LLC 3.49% Add +7.3% 44,345 $9.2M
Royal Fund Management, LLC 1.06% Add +5.7% 44,303 $9.2M
TCP Asset Management, LLC 2.43% Add +36.4% 44,115 $9.2M
United Capital Financial Advisors, LLC 0.08% Reduce -11.2% 44,078 $9.2M
HSBC Holdings PLC 0.01% Reduce -25.6% 44,063 $9.2M
Franklin Resources Inc. 0.00% Add +7.4% 43,578 $9.1M
Altus Wealth Group LLC 4.50% Reduce -6.0% 43,074 $9.0M
Eastern Bank 0.37% Reduce -80.1% 42,985 $9.0M
Evercore Wealth Management, LLC 0.14% Add +15.3% 42,765 $8.9M
Apexium Financial, LP 0.67% Add +2.4% 42,680 $8.9M
Snider Financial Group 3.70% Reduce -3.3% 42,628 $8.9M
Bfsg, LLC 1.17% Add +10.6% 42,533 $8.9M
B. Riley Wealth Advisors, Inc. 0.24% Reduce -15.1% 53,948 $8.8M
Mesirow Financial Investment Management, Inc. 0.20% Add +10.0% 42,313 $8.8M
Tudor Investment Corporation 0.11% Add +34.0% 42,239 $8.8M
First National Bank of Hutchinson 5.87% No change 42,208 $8.8M
Scotia Capital Inc. 0.05% Add +0.0% 42,035 $8.8M
Aptus Capital Advisors, LLC 0.19% Add +919.0% 41,961 $8.7M
Nelson Capital Management, LLC 1.67% Add +4.4% 41,917 $8.7M
Virtu Financial LLC 0.66% Reduce -72.5% 41,779 $8.7M
MontVue Capital Management, Inc. 7.66% Reduce -1.8% 41,576 $8.7M
Measured Wealth Private Client Group, LLC 3.02% Add +15.5% 41,535 $8.7M
ARS Investment Partners, LLC 0.85% Reduce -0.5% 40,742 $8.5M
Transamerica Financial Advisors, LLC 0.86% Add +21.6% 40,674 $8.5M
Cooksen Wealth, LLC 8.80% Add +6.4% 40,609 $8.5M
Trinity Wealth Management, LLC 4.36% Reduce -2.5% 40,514 $8.4M
Shepherd Financial Partners LLC 1.10% Add +3.4% 40,252 $8.4M
Redhawk Wealth Advisors, Inc. 1.36% Reduce -32.6% 40,204 $8.4M
Kentucky Farm Bureau Mutual Insurance Co 1.97% No change 40,000 $8.3M
Alerus Financial NA 0.63% Reduce -74.0% 39,860 $8.3M
BW Gestao de Investimentos Ltda. 0.74% New 39,440 $8.2M
Simplicity Wealth,LLC 0.20% Add +560.0% 39,412 $8.2M
Victory Financial Group, LLC 4.84% Add +18.7% 39,253 $8.2M
TrinityPoint Wealth, LLC 1.35% Reduce -6.1% 39,243 $8.2M
Vertex Planning Partners, LLC 2.25% Add +3.5% 38,968 $8.1M
Axxcess Wealth Management, LLC 0.23% Reduce -2.5% 38,964 $8.1M
Kennicott Capital Management LLC 3.59% Add +1.5% 38,951 $8.1M
Geneos Wealth Management Inc. 0.37% Reduce -28.1% 38,824 $8.1M
Hobart Private Capital, LLC 2.45% Reduce -51.9% 38,497 $8.0M
One Charles Private Wealth Services, LLC 3.49% Reduce -0.4% 38,438 $8.0M
Private Wealth Advisors, LLC 3.35% Reduce -4.8% 38,426 $8.0M
Orleans Capital Management Corp. 5.23% Reduce -6.8% 38,260 $8.0M
Financial Advocates Investment Management 0.46% Add +19.3% 43,576 $8.0M
Chesapeake Wealth Management 2.90% Reduce -1.1% 38,165 $7.9M
Leicht Financial Planning & Wealth Management, Inc. 4.35% Reduce -5.0% 38,136 $7.9M
Wealthcare Advisory Partners LLC 0.26% Reduce -0.1% 37,953 $7.9M
SteelPeak Wealth, LLC 0.40% Add +19.2% 37,830 $7.9M
First Merchants Corp. 0.59% Add +7.7% 37,815 $7.9M
Soltis Investment Advisors LLC 0.88% Add +13.9% 37,611 $7.8M
Estate Counselors, LLC 0.90% Reduce -0.8% 37,585 $7.8M
SkyOak Wealth, LLC 1.87% Reduce -0.4% 37,510 $7.8M
Rovin Capital /Ut/ 3.19% Add +3.0% 37,343 $7.8M
Convergence Financial, LLC 3.21% Reduce -14.9% 37,328 $7.8M
Regions Financial Corp. 0.06% Add +2.3% 37,243 $7.8M
Sandy Spring Bank 0.35% Reduce -1.6% 36,848 $7.7M
Clifford Swan Investment Counsel LLC 0.28% No change 36,635 $7.6M
Conscious Wealth Investments, LLC 5.76% Add +10.3% 37,541 $7.6M
Prestige Wealth Management Group LLC 1.62% Reduce -21.4% 36,081 $7.5M
Intrepid Financial Planning Group LLC 3.24% Reduce -0.5% 35,961 $7.5M
Kestra Private Wealth Services, LLC 0.17% Add +0.9% 35,943 $7.5M
O'ROURKE & COMPANY, Inc 4.33% Add +5.7% 35,849 $7.5M
Journey Advisory Group, LLC 0.91% Reduce -1.0% 35,415 $7.4M
Etfidea, LLC 2.51% Reduce -4.9% 35,331 $7.4M
Bokf, NA 0.13% Reduce -17.4% 35,191 $7.3M
Kwmg, LLC 0.80% Add +12.2% 35,047 $7.3M
Jefferies Financial Group Inc. 0.16% Reduce -23.6% 34,988 $7.3M
Sage Capital Advisors,llc 2.11% Reduce -0.1% 34,922 $7.3M
United Bank 3.69% Reduce -0.4% 34,834 $7.3M
Buska Wealth Management, LLC 3.18% — 34,819 $7.3M
Kanawha Capital Management LLC 0.58% Reduce -0.2% 34,612 $7.2M
Lincoln National Corp. 0.11% Reduce -10.3% 34,529 $7.2M
Stratos Wealth Advisors, LLC 0.42% Add +4.3% 34,368 $7.2M
Round Rock Advisors LLC 1.71% Reduce -8.9% 34,289 $7.1M
Dynamic Advisor Solutions LLC 0.24% Add +11.4% 34,248 $7.1M
Webster Bank, N. A. 0.79% Add +13.3% 34,092 $7.1M
Raymond James Trust N.A. 0.17% Reduce -6.8% 33,773 $7.0M
Cary Street Partners Investment Advisory LLC 0.30% Add +19.2% 33,663 $7.0M
Keel Point, LLC 0.72% Add +7.5% 33,582 $7.0M
Sage Capital Management, LLC 3.75% Add +0.1% 33,209 $6.9M
Donald L. Hagan, LLC 3.65% Add +11.6% 33,127 $6.9M
Perigon Wealth Management, LLC 0.21% Reduce -4.1% 32,888 $6.8M
Waverly Advisors, LLC 0.16% Add +15.3% 32,857 $6.8M
Zullo Investment Group, Inc. 3.20% Add +0.4% 32,817 $6.8M
Flagship Harbor Advisors, LLC 0.44% Add +13.2% 32,817 $6.8M
Fifth Third Securities, Inc. 0.66% Add +1.9% 32,649 $6.8M
Providence First Trust Co 2.94% Reduce -1.0% 32,606 $6.8M
Polianta Ltd 3.30% New 32,500 $6.8M
Concord Investment Counsel Inc. 2.44% — 32,486 $6.8M
Stockman Wealth Management, Inc. 1.19% Add +3.5% 32,462 $6.8M
Alliancebernstein L.P. 0.00% Reduce -34.9% 32,453 $6.8M
Massachusetts Wealth Management 4.73% Add +4.6% 32,251 $6.7M
PFG Investments, LLC 0.40% Add +370.0% 32,048 $6.7M
Loudon Investment Management, LLC 3.80% Reduce -0.0% 31,743 $6.6M
Duncker Streett & Co. Inc. 1.29% Add +0.8% 31,473 $6.6M
Tritonpoint Wealth, LLC 0.69% Add +15.4% 39,884 $6.6M
CENTRAL TRUST Co 0.16% Reduce -1.5% 31,268 $6.5M
USAdvisors Wealth Management, LLC 2.45% Add +19.4% 31,149 $6.5M
Parkside Investments, LLC 1.03% New 31,185 $6.5M
U.S. Capital Wealth Advisors, LLC 0.25% Add +8.7% 30,856 $6.4M
Nwam LLC 0.52% Add +5.1% 31,306 $6.4M
Grassi Investment Management 0.58% Reduce -0.5% 30,558 $6.4M
Mechanics Bank Trust Department 0.93% Reduce -0.7% 30,520 $6.4M
Roundview Capital LLC 0.52% Add +5.1% 30,492 $6.4M
MMBG Investment Advisors Co. 0.67% Reduce -0.5% 30,395 $6.3M
Belpointe Asset Management LLC 0.47% Reduce -4.9% 30,382 $6.3M
Colony Family Offices, LLC 2.03% No change 30,134 $6.3M
Brookstone Capital Management 0.11% Add +6.6% 29,989 $6.2M
Capital Planning LLC 2.03% Add +6.3% 29,865 $6.2M
Whittier Trust Co. 0.09% Add +19.5% 29,864 $6.2M
Agur Provident & Training Funds Management Ltd. 1.89% Reduce -28.1% 31,587 $6.2M
L. Roy Papp & Associates, LLP 0.74% Add +1.2% 29,734 $6.2M
SVB Wealth LLC 0.14% Reduce -10.8% 29,716 $6.2M
Level Four Advisory Services, LLC 0.34% No change 31,909 $6.1M
Kovack Advisors, Inc. 0.74% Reduce -6.0% 29,164 $6.1M
Hall Kathryn A. 1.38% No change 28,746 $6.0M
Rockingstone Advisors LLC 3.08% Reduce -1.3% 28,618 $6.0M
HRT Financial LP 0.04% New 28,536 $5.9M
Prostatis Group LLC 2.24% Add +1349.7% 28,415 $5.9M
Parsons Capital Management Inc. 0.40% Reduce -3.6% 28,244 $5.9M
Johnson Investment Counsel Inc. 0.06% Add +1.1% 28,141 $5.9M
Gladstone Institutional Advisory LLC 0.32% Reduce -64.8% 28,131 $5.9M
Spreng Capital Management, Inc. 3.15% Add +1.8% 28,091 $5.9M
Advisor OS, LLC 0.67% Add +19.3% 28,053 $5.8M
NorthRock Partners, LLC 0.22% Reduce -3.1% 28,042 $5.8M
Cranbrook Wealth Management, LLC 1.47% Add +3.0% 27,967 $5.8M
Quadcap Wealth Management, LLC 1.32% Reduce -1.0% 27,903 $5.8M
Foster Dykema Cabot & Partners, LLC 0.54% Reduce -0.3% 27,869 $5.8M
Baker Avenue Asset Management, LP 0.22% Add +2.3% 27,809 $5.8M
EPG Wealth Management LLC 1.41% Add +1.5% 27,619 $5.8M
Milestone Investment Advisors LLC 1.55% Reduce -8.4% 27,588 $5.7M
Trilogy Capital Inc. 0.33% Reduce -42.6% 27,530 $5.7M
BigSur Wealth Management LLC 1.79% Reduce -1.8% 27,500 $5.7M
Clarus Wealth Advisors 3.24% Reduce -0.9% 27,949 $5.7M
Realta Investment Advisors 1.17% Reduce -4.3% 27,316 $5.7M
EWG Elevate Inc. 2.16% Add +1512.5% 27,202 $5.7M
St. Johns Investment Management Company, LLC 2.71% Reduce -13.4% 27,161 $5.7M
Advisor Resource Council 2.37% Reduce -76.3% 29,106 $5.6M
Windsor Capital Management, LLC 1.71% Reduce -2.2% 26,481 $5.5M
Lowe Brockenbrough & Co. Inc. 0.37% Add +862.6% 26,472 $5.5M
AE Wealth Management LLC 0.06% Reduce -84.3% 26,426 $5.5M
Financial Enhancement Group LLC 0.90% Add +2167.9% 26,625 $5.5M
Avitas Wealth Management LLC 0.83% Reduce -2.1% 26,097 $5.4M
Harbour Investments, Inc. 0.19% Add +6.4% 26,095 $5.4M
Wolverine Trading, LLC 0.06% Reduce -49.1% 26,005 $5.4M
AdvisorNet Financial, Inc 0.52% Add +2.2% 25,979 $5.4M
Arkadios Wealth Advisors 0.42% Reduce -3.4% 25,978 $5.4M
Vivid Wealth Management, LLC 3.38% Reduce -0.9% 25,925 $5.4M
Private Advisory Group LLC 0.77% Reduce -33.1% 25,920 $5.4M
Prudential PLC 0.04% Reduce -35.0% 25,920 $5.4M
Wedbush Securities Inc. 0.20% Add +3.7% 25,783 $5.4M
WESPAC Advisors SoCal, LLC 1.40% Add +2.2% 25,760 $5.4M
Snowden Capital Advisors LLC 0.17% Add +27.7% 25,428 $5.3M
Joseph P. Lucia & Associates, LLC 2.83% Reduce -0.8% 25,375 $5.3M
Burns J W & Co. Inc. 0.73% Add +3.5% 25,335 $5.3M
Destiny Capital Corp 3.68% No change 25,321 $5.3M
Continuum Wealth Advisors, LLC 2.97% New 25,183 $5.2M
Boltwood Capital Management 1.62% Reduce -3.4% 25,071 $5.2M
Bouchey Financial Group, Ltd. 0.51% Add +1.9% 24,966 $5.2M
Mitsubishi UFJ Asset Management (UK) Ltd. 2.61% Add +68.0% 24,700 $5.1M
Innova Wealth Partners 3.97% Reduce -4.8% 24,698 $5.1M
Capital Insight Partners, LLC 0.96% Reduce -1.4% 24,653 $5.1M
Financial Freedom, LLC 3.04% Add +8.0% 24,618 $5.1M
Pinnacle Financial Partners Inc 0.11% Add +22.6% 24,610 $5.1M
Westside Investment Management, Inc. 1.23% Reduce -5.2% 24,553 $5.1M
Patten & Patten Inc. 0.36% Add +45.4% 24,175 $5.0M
Sequoia Financial Advisors, LLC 0.06% Add +4.0% 24,080 $5.0M
Fischer Investment Strategies, LLC 4.38% Reduce -25.9% 24,040 $5.0M
Pinnacle Associates Ltd. 0.08% Add +3.7% 23,940 $5.0M
Twin Focus Capital Partners, LLC 0.95% Add +16.1% 23,866 $5.0M
Arrow Investment Advisors, LLC 4.24% Reduce -11.1% 23,865 $5.0M
Pachira Investments Inc. 4.04% Add +11.3% 23,737 $4.9M
LYNX Capital Group Ltd. 3.29% Reduce -3.8% 23,400 $4.9M
Brown Advisory Inc. 0.01% Reduce -21.1% 23,353 $4.9M
OneDigital Investment Advisors LLC 0.08% Reduce -2.3% 23,213 $4.8M
HBW Advisory Services LLC 0.90% No change 25,027 $4.8M
HB Wealth Management, LLC 0.06% Add +2.5% 23,118 $4.8M
Hoylecohen, LLC 0.37% Add +1.5% 23,094 $4.8M
Laidlaw Wealth Management LLC 2.67% Reduce -0.8% 22,959 $4.8M
AdvisorShares Investments LLC 0.87% Reduce -1.9% 22,678 $4.7M
Fullerton Fund Management Co Ltd. 0.22% Reduce -68.7% 22,650 $4.7M
Bank of Marin 4.15% Reduce -5.6% 22,623 $4.7M
WealthShield Partners, LLC 0.76% Reduce -17.8% 22,621 $4.7M
K.J. Harrison & Partners Inc 0.73% Add +6.1% 22,610 $4.7M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 7.46% No change 22,586 $4.7M
Narus Financial Partners, LLC 2.00% Add +9.9% 22,467 $4.7M
Yelin Lapidot Holdings Management Ltd. 0.96% No change 22,430 $4.7M
San Luis Wealth Advisors LLC 2.45% Add +0.3% 22,424 $4.7M
Mathes Company, Inc. 1.76% Reduce -0.7% 22,400 $4.7M
Stock Yards Bank & Trust Co. 0.15% Add +1.3% 22,393 $4.7M
Manchester Capital Management LLC 0.57% No change 22,325 $4.6M
Sound View Wealth Advisors Group, LLC 0.50% Reduce -14.9% 22,313 $4.6M
Peterson Wealth Management 3.34% Add +3.1% 22,233 $4.6M
SpiderRock Advisors, LLC 0.15% — 22,425 $4.6M
D.B. Root & Company, LLC 1.56% Reduce -4.8% 22,155 $4.6M
C2C Wealth Management, LLC 4.58% Add +2.4% 22,150 $4.6M
Algorithmic Investment Models, LLC 3.39% Reduce -13.9% 22,100 $4.6M
First Financial Bank - Trust Division 0.44% Add +0.2% 22,002 $4.6M
Staley Capital Advisers Inc. 0.21% No change 22,000 $4.6M
Banco Santander, S.A. 0.06% Reduce -6.5% 21,976 $4.6M
Capital Asset Advisory Services LLC 0.26% Add +2.6% 21,780 $4.5M
Latitude Advisors, LLC 2.81% Add +82.2% 21,560 $4.5M
Gallagher Fiduciary Advisors, LLC 0.16% Reduce -7.3% 21,556 $4.5M
JFS Wealth Advisors, LLC 0.35% Add +4.6% 21,410 $4.5M
Meridian Wealth Advisors, LLC 0.83% No change 21,331 $4.4M
IFG Advisory, LLC 0.33% Add +17.2% 21,253 $4.4M
Valmark Advisers, Inc. 0.08% Add +5.8% 21,175 $4.4M
GYL Financial Synergies, LLC 0.35% Reduce -0.7% 21,129 $4.4M
Ieq Capital, LLC 0.06% Add +12.5% 21,108 $4.4M
Edge Capital Group, LLC 0.22% Reduce -1.3% 21,064 $4.4M
RiverGlades Family Offices LLC 3.49% Reduce -3.7% 21,415 $4.4M
ProVise Management Group, LLC 0.38% Reduce -43.9% 21,026 $4.4M
Narwhal Capital Management 0.43% Reduce -0.2% 21,000 $4.4M
Acorn Wealth Advisors, LLC 2.28% Add +6.2% 20,937 $4.4M
Avior Wealth Management, LLC 0.20% Add +2353.7% 20,930 $4.4M
Clay Northam Wealth Management, LLC 3.51% Add +0.6% 20,913 $4.4M
Retireful, LLC 1.80% Reduce -35.9% 20,823 $4.3M
Jmac Enterprises LLC 0.81% Add +15.4% 20,818 $4.3M
Jones Financial Companies LLLP 0.01% Add +0.2% 20,779 $4.3M
Institute for Wealth Management, LLC. 0.56% Reduce -0.4% 20,747 $4.3M
Birchcreek Wealth Management, LLC 2.27% Add +3.8% 20,719 $4.3M
NorthCoast Asset Management LLC 0.05% Add +44.3% 20,692 $4.3M
Rollins Financial Advisors, LLC 0.81% Reduce -0.2% 20,637 $4.3M
Okabena Investment Services Inc. 1.42% No change 20,477 $4.3M
Abbot Financial Management, Inc. 2.34% Add +0.0% 20,393 $4.2M
Ballentine Partners, LLC 0.08% No change 20,298 $4.2M
Concourse Financial Group Securities, Inc. 0.27% Reduce -39.5% 20,105 $4.2M
Exchange Capital Management, Inc. 0.68% Reduce -3.4% 19,979 $4.2M
Lindbrook Capital, LLC 0.39% Reduce -4.1% 19,944 $4.2M
Csenge Advisory Group 0.23% Add +29.0% 19,811 $4.1M
WNY Asset Management, LLC 0.63% Reduce -0.8% 19,720 $4.1M
Wela Strategies, Inc. 1.94% Reduce -27.7% 19,682 $4.1M
Hilltop Holdings Inc. 0.45% Reduce -14.1% 19,598 $4.1M
Laurel Wealth Advisors LLC 0.70% Add +7.0% 19,580 $4.1M
Ledyard National Bank 0.39% Reduce -4.0% 19,568 $4.1M
Bryn Mawr Trust Advisors, LLC 0.23% Reduce -19.1% 19,321 $4.0M
5th Street Advisors, LLC 2.28% Reduce -9.0% 19,282 $4.0M
Valeo Financial Advisors, LLC 0.14% Add +2.4% 20,225 $4.0M
NDWM LLC 3.64% Reduce -0.5% 19,193 $4.0M
Citizens Financial Group Inc. 0.13% Add +0.0% 19,192 $4.0M
Williams Jones Wealth Management, LLC. 0.05% Add +1.0% 19,110 $4.0M
RMR Wealth Builders 0.48% Add +3.0% 19,090 $4.0M
Constitution Capital LLC 2.22% Add +18.2% 18,885 $3.9M
IronBridge Private Wealth, LLC 1.63% Reduce -2.6% 18,848 $3.9M
Dodds Wealth, LLC 1.59% Add +3.9% 18,722 $3.9M
Comprehensive Wealth Management, LLC 3.03% Reduce -2.0% 18,653 $3.9M
Atticus Wealth Management, LLC 1.27% Reduce -24.5% 18,603 $3.9M
Signet Financial Management, LLC 0.53% Reduce -14.1% 18,525 $3.9M
Shulman DeMeo Asset Management LLC 1.02% Reduce -0.5% 18,498 $3.9M
Encompass More Asset Management 3.18% Add +34.6% 18,461 $3.8M
Signal Advisors Wealth, LLC 0.95% Add +35.2% 18,439 $3.8M
Canton Hathaway, LLC 1.03% Reduce -0.1% 18,342 $3.8M
Afg Fiduciary Services Limited Partnership 2.79% Reduce -2.7% 18,226 $3.8M
Pacific Sun Financial Corp 2.19% Reduce -0.1% 18,051 $3.8M
9258 Wealth Management, LLC 0.58% Reduce -3.7% 17,996 $3.7M
Foguth Wealth Management, LLC. 2.00% — 17,965 $3.7M
Forbes Financial Planning, Inc. 3.21% Reduce -2.5% 17,915 $3.7M
Caldwell Trust Co 0.43% Add +3.0% 17,909 $3.7M
Jaffetilchin Investment Partners, LLC 0.33% Add +0.3% 17,831 $3.7M
BlueCrest Capital Management Ltd 1.87% New 17,831 $3.7M
Plimoth Trust Co. LLC 0.99% Reduce -0.6% 17,806 $3.7M
Crew Capital Management, Ltd 3.00% Reduce -36.1% 17,698 $3.7M
Capital Analysts, LLC 0.17% Reduce -2.0% 17,404 $3.6M
Evanson Asset Management, LLC 0.27% Add +0.0% 17,378 $3.6M
Lanark Financial, Inc. 0.34% Add +2.3% 17,366 $3.6M
TD Private Client Wealth LLC 0.12% Add +14.9% 17,303 $3.6M
PFG Advisors 0.26% Add +4.3% 17,227 $3.6M
Stonebrook Private Inc. 1.04% Add +38.8% 17,188 $3.6M
Heritage Wealth Advisors 0.16% Reduce -15.6% 16,963 $3.5M
First Trust Advisors LP 0.00% New 16,788 $3.5M
Butensky & Cohen Financial Security, Inc. 1.09% Reduce -6.2% 16,765 $3.5M
Gold Investment Management Ltd. 1.40% Add +0.6% 16,664 $3.5M
Successful Portfolios LLC 2.36% Reduce -1.2% 16,612 $3.5M
St. Louis Financial Planners Asset Management, LLC 3.11% Add +0.9% 16,642 $3.5M
Arlington Capital Management, Inc. 2.86% Reduce -12.3% 16,507 $3.4M
Roberts Wealth Advisors, LLC 1.28% Reduce -2.5% 16,986 $3.4M
KKM Financial LLC 1.67% Add +355.6% 16,409 $3.4M
Financial Engines Advisors L.L.C. 0.01% Reduce -1.5% 16,328 $3.4M
Patton Albertson Miller Group, LLC 0.51% No change 16,325 $3.4M
One Wealth Map LLC 2.23% Reduce -6.8% 17,384 $3.4M
GAMCO Investors 0.03% No change 16,075 $3.3M
Cresta Advisors, Ltd. 2.10% Add +4.9% 15,903 $3.3M
Correct Capital Wealth Management 0.76% Reduce -15.2% 15,891 $3.3M
Fortis Capital Advisors, LLC 1.39% Reduce -6.4% 15,884 $3.3M
International Assets Investment Management, LLC 0.35% Add +2.6% 15,830 $3.3M
Apollon Wealth Management, LLC 0.10% Add +57.5% 15,798 $3.3M
Horizon Financial Services, LLC 2.11% Reduce -1.4% 15,746 $3.3M
Cornerstone Wealth Management, LLC 0.27% Add +3.8% 15,736 $3.3M
LifeSteps Financial, Inc. 2.47% Reduce -0.5% 15,705 $3.3M
Colton Groome Financial Advisors, LLC 1.30% Add +13.9% 15,568 $3.2M
Aua Capital Management, LLC 1.86% Reduce -10.6% 15,469 $3.2M
Consolidated Portfolio Review Corp 0.84% Reduce -8.9% 15,436 $3.2M
First Citizens Bank & Trust Co. 0.06% Add +90.3% 15,380 $3.2M
Financial Insights, Inc. 0.91% Reduce -3.2% 15,280 $3.2M
NBT Bank, N.A. 0.23% Add +0.4% 15,088 $3.1M
Redwood Financial Network Corp 2.72% Add +3.9% 15,020 $3.1M
SMART Wealth LLC 1.41% Add +119.4% 15,001 $3.1M
Investment Advisory Services Inc. /TX 1.15% Reduce -3.6% 14,985 $3.1M
Mma Asset Management LLC 1.46% Add +6.6% 15,195 $3.1M
Chicago Partners Investment Group LLC 0.13% Add +2.7% 15,787 $3.1M
Acropolis Investment Management, LLC 0.20% Reduce -6.0% 14,859 $3.1M
Alterna Wealth Management, Inc. 2.49% Add +1.0% 14,756 $3.1M
Keudell/Morrison Wealth Management 0.93% Reduce -0.0% 14,748 $3.1M
Symmetry Partners, LLC 0.24% Reduce -90.0% 14,690 $3.1M
FF Advisors,LLC 2.11% Add +0.3% 14,643 $3.0M
Regal Investment Advisors LLC 0.21% Add +10.5% 14,620 $3.0M
Arrow Financial Corp 0.30% No change 14,577 $3.0M
E&G Advisors, LLC 0.95% Add +11.9% 14,568 $3.0M
IFP Advisors, Inc 0.13% Add +4.4% 14,489 $3.0M
Elk River Wealth Management LLC 0.61% Add +0.1% 14,451 $3.0M
Glenview Trust Co 0.06% Add +8.5% 14,354 $3.0M
CreativeOne Wealth, LLC 0.12% Add +107.9% 14,345 $3.0M
Corrado Advisors, LLC 1.96% Reduce -17.7% 14,293 $3.0M
Cornerstone National Bank & Trust Co 1.50% Add +10.4% 14,242 $3.0M
Brighton Jones LLC 0.11% Add +6.1% 14,228 $3.0M
Fiduciary Trust Co 0.05% Reduce -2.2% 14,182 $3.0M
Diversify Advisory Services, LLC 0.17% — 14,140 $3.0M
Wedmont Private Capital 0.21% Reduce -0.5% 14,179 $2.9M
Crestwood Advisors Group, LLC 0.06% Add +7.8% 14,106 $2.9M
Rehmann Capital Advisory Group 0.22% Reduce -0.6% 14,090 $2.9M
Magnus Financial Group LLC 0.35% Add +7.1% 14,033 $2.9M
Sendero Wealth Management, LLC 0.50% No change 14,021 $2.9M
Select Asset Management & Trust 1.21% New 14,000 $2.9M
Riggs Asset Managment Co. Inc. 0.85% Reduce -4.4% 13,961 $2.9M
City Holding Co. 0.44% Reduce -9.6% 13,944 $2.9M
Fiduciary Group, LLC 0.32% Add +8.6% 13,913 $2.9M
Hartline Investment Corp./ 0.51% New 13,900 $2.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.51% Reduce -4.5% 13,900 $2.9M
Natixis Advisors, LLC 0.01% Add +15.5% 13,890 $2.9M
Dorsey Wright & Associates 0.75% Reduce -13.3% 13,817 $2.9M
Crestone Asset Management LLC 0.58% Reduce -11.4% 13,752 $2.9M
American Money Management, LLC 0.60% Reduce -0.3% 13,745 $2.9M
Buckingham Strategic Wealth, LLC 0.03% Reduce -3.5% 13,737 $2.9M
Blue Zone Wealth Advisors, LLC 0.98% Add +0.1% 13,647 $2.8M
Symmetry Investments LP 0.30% New 13,586 $2.8M
Dumont & Blake Investment Advisors LLC 0.81% Add +10.3% 13,581 $2.8M
Fidelis Capital Partners, LLC 0.43% Add +10.7% 13,530 $2.8M
Clarity Capital Partners LLC 1.85% Reduce -28.8% 13,517 $2.8M
Wesbanco Bank Inc. 0.11% Add +71.1% 13,509 $2.8M
Cape Ann Savings Bank 1.76% Reduce -1.4% 13,492 $2.8M
Sharkey, Howes & Javer 0.46% Add +11.5% 13,445 $2.8M
First Business Financial Services, Inc. 0.30% No change 13,385 $2.8M
Richard W. Paul & Associates, LLC 1.11% Reduce -8.9% 13,356 $2.8M
KFA Private Wealth Group, LLC 0.86% Add +36.4% 13,356 $2.8M
HMS Capital Management, LLC 1.53% Add +656.8% 13,275 $2.8M
GPS Wealth Strategies Group, LLC 0.45% Reduce -4.0% 13,271 $2.8M
Capital Investment Advisory Services, LLC 0.29% Add +6.0% 13,214 $2.8M
Prospera Financial Services Inc 0.08% Reduce -36.1% 13,200 $2.8M
Yoder Wealth Management, Inc. 1.79% Add +0.5% 13,192 $2.7M
North Star Asset Management Inc. 0.13% Add +0.3% 13,122 $2.7M
Sigma Investment Counselors Inc. 0.18% Reduce -1.3% 13,111 $2.7M
FineMark National Bank & Trust 0.10% Add +1.9% 13,091 $2.7M
MKT Advisors LLC 1.49% Add +3.9% 13,256 $2.7M
Creative Financial Designs Inc. 0.26% Add +48.7% 12,997 $2.7M
Solutions 4 Wealth, Ltd 7.54% Reduce -0.6% 12,885 $2.7M
O'shaughnessy Asset Management, LLC 0.03% Add +7.1% 12,852 $2.7M
Fagan Associates, Inc. 0.50% Reduce -1.3% 12,840 $2.7M
TAP Consulting, LLC 0.58% Add +1025.5% 12,763 $2.7M
Sax Wealth Advisors, LLC 0.31% Add +7.1% 12,723 $2.6M
Retirement Income Solutions, Inc. 0.60% Reduce -13.4% 12,688 $2.6M
Flagstar Securities, Inc. 0.74% Reduce -7.7% 12,684 $2.6M
David J Yvars Group 1.78% Add +4.2% 12,657 $2.6M
Pure Financial Advisors, LLC 0.08% Add +18.7% 12,577 $2.6M
Mission Wealth Management, LP 0.07% Add +31.8% 12,520 $2.6M
Ingalls & Snyder LLC 0.12% Reduce -3.9% 12,492 $2.6M
Ehrlich Financial Group 2.18% Add +34.3% 12,460 $2.6M
Ascent Group, LLC 0.23% Reduce -5.2% 12,437 $2.6M
Elevated Capital Advisors, LLC 0.74% Reduce -0.7% 12,433 $2.6M
Van Cleef Asset Management,Inc 0.33% Add +1.6% 12,400 $2.6M
Trifecta Capital Advisors, LLC 0.63% Reduce -0.6% 12,370 $2.6M
Point Windward Advisors Inc. 1.07% Add +183.2% 12,321 $2.6M
Herbst Group, LLC 1.59% Add +1.3% 12,319 $2.6M
Segment Wealth Management, LLC 0.19% Add +7.8% 12,295 $2.6M
Relyea Zuckerberg Hanson LLC 0.45% Add +5.4% 12,238 $2.5M
GenTrust, LLC 0.16% Reduce -20.1% 12,234 $2.5M
Mgo One Seven LLC 0.13% Add +10.9% 12,215 $2.5M
Renaissance Technologies 0.00% New 12,200 $2.5M
Lyell Wealth Management, LP 0.26% Reduce -1.2% 12,185 $2.5M
Parallel Advisors, LLC 0.07% Reduce -1.8% 12,181 $2.5M
Harbour Trust & Investment Management Co 0.32% Add +25.4% 12,168 $2.5M
JMG Financial Group, Ltd. 0.10% Add +0.4% 12,151 $2.5M
Deutsche Bank AG 0.00% Reduce -1.7% 12,141 $2.5M
Legacy Private Trust Co. 0.18% Reduce -0.9% 12,107 $2.5M
Peddock Capital Advisors, LLC 0.66% Add +3.5% 12,073 $2.5M
Edgestream Partners, L.P. 0.13% Add +30.9% 12,071 $2.5M
Strategic Financial Partners, Ltd. 1.39% Reduce -6.8% 12,059 $2.5M
1834 Investment Advisors Co. 0.30% No change 12,041 $2.5M
AlphaQ Advisors LLC 1.51% Add +2.8% 12,019 $2.5M
Cassaday & Co Wealth Management LLC 0.08% Reduce -2.7% 12,015 $2.5M
Tactive Advisors, LLC 1.33% Add +217.0% 12,005 $2.5M
Sunbelt Securities, Inc. 0.28% Reduce -9.9% 11,991 $2.5M
Sentinel Trust Co. Lba 0.32% No change 11,990 $2.5M
Donaldson Capital Management, LLC 0.10% Reduce -23.8% 11,945 $2.5M
Mezzasalma Advisors, LLC 1.17% Add +159.4% 11,901 $2.5M
Sonata Capital Group Inc. 1.13% Reduce -0.3% 11,900 $2.5M
LCNB Corp. 0.90% Reduce -0.8% 11,890 $2.5M
Country Trust Bank 0.06% Add +13.5% 11,800 $2.5M
CPA Asset Management Group, LLC 1.37% No change 11,777 $2.5M
Ally Invest Advisors Inc. 0.24% Add +22.0% 11,739 $2.4M
Whittier Trust Co. of Nevada Inc. 0.07% Reduce -1.1% 11,732 $2.4M
Hill Island Financial LLC 0.81% Add +0.1% 11,729 $2.4M
Connectus Wealth, LLC 0.07% Reduce -37.1% 11,651 $2.4M
Heartwood Wealth Advisors LLC 0.30% Reduce -48.7% 11,603 $2.4M
Shelton Capital Management 0.07% New 11,528 $2.4M
Ranch Capital Advisors Inc. 1.29% Reduce -1.0% 11,472 $2.4M
Clearstead Advisors, LLC 0.12% Add +82.5% 11,568 $2.4M
Cullen/Frost Bankers, Inc. 0.04% Reduce -1.0% 11,399 $2.4M
Access Financial Services, Inc. 1.06% Reduce -9.8% 11,353 $2.4M
Farmers & Merchants Trust Co of Chambersburg PA 0.97% Reduce -9.7% 11,330 $2.4M
North Star Investment Management Corp. 0.17% Add +13.1% 11,282 $2.3M
BlackDiamond Wealth Management, LLC 1.67% Add +5.6% 11,240 $2.3M
Lion Street Advisors, LLC 0.95% No change 12,145 $2.3M
Mill Creek Capital Advisors, LLC 0.06% No change 11,203 $2.3M
Modern Wealth Management, LLC 0.22% Add +748.1% 11,161 $2.3M
HUB Investment Partners, LLC 0.13% Add +1.4% 11,083 $2.3M
BluePointe Capital Management, LLC 1.58% Add +9.5% 11,056 $2.3M
Objective Capital Management, LLC 1.55% Add +6.4% 10,998 $2.3M
Townsquare Capital LLC 0.03% Add +28.7% 10,974 $2.3M
Integral Investment Advisors, Inc. 0.94% New 10,884 $2.3M
Mattern Wealth Management LLC 0.55% Reduce -1.9% 10,906 $2.3M
Laraway Financial Advisors Inc 1.99% Add +0.3% 10,858 $2.3M
Haverford Trust Co 0.02% Add +4.3% 10,799 $2.2M
Appleton Partners Inc. 0.17% Add +7.4% 10,662 $2.2M
Contravisory Investment Management, Inc. 0.49% Add +46.8% 10,656 $2.2M
JSF Financial, LLC 0.69% Reduce -28.4% 10,648 $2.2M
West Financial Advisors, LLC 0.47% Add +0.8% 10,627 $2.2M
Silver Oak Securities, Incorporated 0.34% Reduce -15.9% 10,625 $2.2M
Fort Point Capital Partners LLC 0.30% Add +0.7% 10,605 $2.2M
Syon Capital LLC 0.21% Reduce -0.0% 10,569 $2.2M
AlphaStar Capital Management, LLC 0.23% Reduce -35.1% 70,002 $2.2M
Rothschild Wealth LLC 0.77% — 10,497 $2.2M
Centiva Capital, LP 0.13% Add +18.3% 10,485 $2.2M
Pettyjohn, Wood & White, Inc. 0.43% Add +5.5% 10,481 $2.2M
Marcum Wealth, LLC 0.22% Reduce -7.0% 10,463 $2.2M
Bragg Financial Advisors, Inc 0.10% Reduce -1.3% 10,425 $2.2M
Capital Advisors Inc. 0.05% Reduce -2.7% 10,410 $2.2M
Prosperity Wealth Management, Inc. 1.02% Add +3.3% 10,328 $2.2M
WASHINGTON TRUST Co 0.08% Add +4.3% 10,320 $2.1M
Novare Capital Management LLC 0.19% Reduce -80.9% 10,293 $2.1M
Larson Financial Group LLC 0.17% Add +13.2% 10,279 $2.1M
Retirement Planning Group, LLC 0.16% Add +3.2% 10,263 $2.1M
Lynch & Associates 0.49% Reduce -0.2% 10,249 $2.1M
Insigneo Advisory Services, LLC 0.25% Add +1.2% 10,221 $2.1M
Koshinski Asset Management, Inc. 0.22% Reduce -34.4% 10,148 $2.1M
Tidemark, LLC 1.18% Add +442.0% 10,136 $2.1M
Mission Creek Capital Partners, Inc. 0.55% Add +1.8% 10,105 $2.1M
Berger Financial Group, Inc 0.17% New 10,089 $2.1M
Summit Trail Advisors, LLC 0.06% No change 10,067 $2.1M
Householder Group Estate & Retirement Specialist, LLC 0.62% Reduce -41.3% 10,033 $2.1M
Sequent Planning LLC 0.76% — 10,022 $2.1M
LVM Capital Management Ltd. 0.25% Add +3.0% 10,018 $2.1M
Cladis Investment Advisory, LLC 1.53% Add +3.7% 10,016 $2.1M
Hudson Value Partners, LLC 0.88% Add +7.0% 9,996 $2.1M
Cornerstone Advisory, LLC 0.30% No change 9,961 $2.1M
Private Portfolio Partners LLC 0.43% Add +5.8% 9,840 $2.0M
Smartleaf Asset Management LLC 0.40% Add +62.4% 9,809 $2.0M
Strategic Advisors LLC 0.40% Reduce -1.1% 9,792 $2.0M
Fisher Asset Management 0.00% Reduce -38.4% 9,774 $2.0M
Verum Partners LLC 0.72% Add +0.1% 9,752 $2.0M
Saxon Interests, Inc. 0.97% Reduce -12.8% 9,720 $2.0M
Rwa Wealth Partners, LLC 0.03% Reduce -19.1% 9,679 $2.0M
MTM Investment Management, LLC 0.82% Add +0.2% 9,559 $2.0M
Adirondack Trust Co. 0.83% Add +2.8% 9,535 $2.0M
Pitcairn Co. 0.13% No change 9,534 $2.0M
Seven Springs Wealth Group, LLC 0.78% No change 9,512 $2.0M
VCI Wealth Management LLC 1.34% Reduce -17.3% 9,497 $2.0M
Empower Advisory Group, LLC 0.01% Add +6.9% 9,489 $2.0M
Interactive Financial Advisors, Inc. 1.09% Add +405.8% 9,459 $2.0M
Good Life Advisors, LLC 0.17% Reduce -53.5% 9,420 $2.0M
Principal Securities, Inc. 0.06% Add +2.4% 9,372 $2.0M
Colonial River Investments, LLC 1.10% Add +24.9% 9,340 $1.9M
jvl associates llc 0.80% Reduce -1.2% 9,330 $1.9M
Verdence Capital Advisors LLC 0.18% Reduce -0.1% 9,321 $1.9M
Granite Bay Wealth Management, LLC 1.10% Reduce -99.6% 9,301 $1.9M
First National Trust Co 0.08% Reduce -3.0% 9,294 $1.9M
Horizon Family Wealth, Inc. 1.48% Add +7.0% 9,231 $1.9M
Elm Partners Management LLC 0.15% Add +52.5% 9,216 $1.9M
Moss Adams Wealth Advisors LLC 0.31% Add +4.6% 9,202 $1.9M
Ifrah Financial Services, Inc. 0.53% Add +20.5% 9,149 $1.9M
Future Financial Wealth Managment LLC 1.46% Add +0.4% 9,113 $1.9M
Centennial Bank 0.97% No change 9,085 $1.9M
First Heartland Consultants, Inc. 0.20% Add +3.1% 9,074 $1.9M
Savvy Advisors, Inc. 1.09% Add +272.4% 9,063 $1.9M
Capital Investment Counsel, LLC 0.40% Add +91.1% 9,041 $1.9M
Ancora Advisors LLC 0.04% Reduce -1.0% 8,945 $1.9M
Glass Jacobson Investment Advisors llc 0.70% Reduce -0.1% 8,897 $1.9M
Financial Sense Advisors, Inc. 0.66% Add +11.7% 8,880 $1.8M
Oxinas Partners, LLC 1.18% Add +1.5% 8,746 $1.8M
Avantax Planning Partners, Inc. 0.06% Reduce -0.2% 8,713 $1.8M
Acima Private Wealth, LLC 0.67% No change 8,701 $1.8M
Flputnam Investment Management Co. 0.04% Reduce -2.5% 8,701 $1.8M
Choreo, LLC 0.05% Reduce -8.2% 8,695 $1.8M
Pine Valley Investments Ltd Liability Co 0.14% Add +77.7% 8,692 $1.8M
Exencial Wealth Advisors, LLC 0.07% Reduce -6.8% 8,666 $1.8M
626 Financial, LLC 1.09% Reduce -23.9% 8,650 $1.8M
Tompkins Financial Corp. 0.20% Add +13.8% 8,611 $1.8M
Balboa Wealth Partners 0.57% Reduce -23.1% 8,599 $1.8M
Focus Partners Advisor Solutions, LLC 0.05% Add +225.2% 8,594 $1.8M
Sheaff Brock Investment Advisors, LLC 0.14% Add +1.2% 8,589 $1.8M
Windham Capital Management, LLC 1.41% No change 8,577 $1.8M
Bleakley Financial Group, LLC 0.05% Reduce -6.7% 8,555 $1.8M
Fragasso Financial Advisors Inc 0.15% Reduce -2.6% 8,547 $1.8M
Principle Wealth Partners LLC 0.14% Add +0.6% 8,513 $1.8M
Parkside Advisors LLC 0.46% No change 8,507 $1.8M
Naples Money Management LLC 1.76% Reduce -33.0% 8,474 $1.8M
Calton & Associates, Inc. 0.86% Reduce -56.7% 8,463 $1.8M
Mairs & Power Inc. 0.02% Add +4.5% 8,449 $1.8M
Watts Gwilliam & Co., LLC 0.54% — 8,408 $1.8M
Chilton Capital Management LLC 0.08% Reduce -2.3% 8,394 $1.7M
Equitable Trust Co. 0.12% Reduce -0.6% 8,338 $1.7M
OneAscent Financial Services LLC 0.19% Reduce -2.8% 8,335 $1.7M
Prosperity Consulting Group, LLC 0.22% Add +31.0% 8,321 $1.7M
Verus Capital Partners, LLC 0.19% Add +1.7% 8,311 $1.7M
Private Trust Co. NA 0.19% Add +4.5% 8,284 $1.7M
Baron Silver Stevens Financial Advisors, LLC 0.33% Add +4.6% 8,252 $1.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -25.3% 8,142 $1.7M
Blue Chip Partners, LLC 0.16% Reduce -5.5% 8,121 $1.7M
Greenleaf Trust 0.02% No change 8,119 $1.7M
QRG Capital Management, Inc. 0.02% Add +24.0% 8,105 $1.7M
Searle & Co. 0.43% No change 8,100 $1.7M
Castleview Partners, LLC 0.93% Add +3.1% 8,029 $1.7M
World Equity Group, Inc. 0.34% Add +4.0% 8,027 $1.7M
SeaCrest Wealth Management, LLC 0.20% Add +2.8% 8,011 $1.7M
Argent Trust Co 0.07% Reduce -0.3% 7,927 $1.7M
XML Financial, LLC 0.17% Reduce -9.2% 7,836 $1.6M
Summit Financial, LLC 0.10% Add +214.1% 7,818 $1.6M
DDD Partners, LLC 0.20% Add +8.0% 7,817 $1.6M
SkyView Investment Advisors, LLC 0.30% No change 7,790 $1.6M
Salem Investment Counselors Inc. 0.05% Add +1.1% 7,724 $1.6M
Lionsbridge Wealth Management LLC 1.23% New 7,643 $1.6M
Bradley Foster & Sargent Inc. 0.03% Reduce -1.6% 7,617 $1.6M
Strategic Blueprint, LLC 0.11% Add +23.0% 7,595 $1.6M
Strategy Asset Managers LLC 0.34% Add +9.1% 7,595 $1.6M
Moneco Advisors, LLC 0.25% Add +16.0% 7,539 $1.6M
Fulcrum Equity Management 1.85% Reduce -37.6% 7,524 $1.6M
BNC Wealth Management, LLC 0.67% Reduce -26.5% 7,507 $1.6M
Signaturefd, LLC 0.03% Reduce -3.1% 7,504 $1.6M
Optas, LLC 0.43% No change 7,489 $1.6M
West Coast Financial LLC 0.19% Add +30.6% 7,475 $1.6M
Fortis Group Advisors, LLC 0.29% Add +3833.7% 7,474 $1.6M
Claro Advisors Inc. 0.27% Add +122.3% 7,468 $1.6M
Glen Eagle Advisors, LLC 0.29% Add +2.2% 7,441 $1.5M
McGuire Investment Group, LLC 0.23% Reduce -10.4% 7,438 $1.5M
Perennial Investment Advisors, LLC 0.23% Reduce -0.1% 7,373 $1.5M
Peoples Bank 1.20% Reduce -45.7% 7,368 $1.5M
Moors & Cabot, Inc. 0.08% Reduce -2.5% 7,353 $1.5M
Sentinel Pension Advisors, LLC 0.33% Add +211.4% 7,348 $1.5M
Forum Financial Management, LP 0.03% Reduce -1.3% 7,342 $1.5M
Alpha Cubed Investments, LLC 0.08% Reduce -34.6% 7,336 $1.5M
Goldstream Capital Management Ltd 0.86% Reduce -67.3% 7,290 $1.5M
City Center Advisors, LLC 1.79% — 7,274 $1.5M
Auxano Advisors, LLC 0.44% Add +0.0% 7,269 $1.5M
Bangor Savings Bank 0.15% Reduce -27.0% 7,246 $1.5M
Man Group plc 0.00% Reduce -65.5% 7,200 $1.5M
Compound Planning, Inc. 0.14% Reduce -32.7% 7,191 $1.5M
Country Club Bank 0.11% Add +0.8% 7,183 $1.5M
Crewe Advisors LLC 0.17% Reduce -0.4% 7,162 $1.5M
Moloney Securities Asset Management, LLC 0.23% Reduce -6.2% 7,140 $1.5M
Busey Bank 0.05% Reduce -6.7% 7,088 $1.5M
Family Asset Management, LLC 0.92% Add +74.7% 7,078 $1.5M
Earned Wealth Advisors, LLC 0.56% No change 7,057 $1.5M
Armor Investment Advisors, LLC 0.70% Reduce -20.9% 7,034 $1.5M
Gilliland Jeter Wealth Management LLC 0.51% Reduce -1.3% 6,990 $1.5M
Keystone Financial Group 0.21% Add +60.6% 6,988 $1.5M
Robinson Value Management, Ltd. 0.97% Reduce -1.1% 6,960 $1.4M
Imprint Wealth LLC 0.35% Add +504.1% 6,935 $1.4M
Whalerock Point Partners, LLC 0.41% No change 6,950 $1.4M
Calamos Wealth Management LLC 0.08% Add +0.8% 6,934 $1.4M
Menard Financial Group LLC 1.21% Reduce -46.1% 6,930 $1.4M
Rappaport Reiches Capital Management, LLC 0.45% Add +5.5% 6,918 $1.4M
Phillips Wealth Planners LLC 1.66% Reduce -6.0% 7,140 $1.4M
First National Bank of Mount Dora, Trust Investment Services 0.35% Add +1.9% 6,914 $1.4M
Waterloo Capital, L.P. 0.18% Reduce -14.8% 6,891 $1.4M
Central Bank & Trust Co. 0.20% Add +1.5% 6,883 $1.4M
Independent Wealth Network Inc. 0.67% Add +3.8% 6,855 $1.4M
Vista Investment Management 0.58% Reduce -0.3% 6,825 $1.4M
Vanguard Group Inc. 0.00% Reduce -1.6% 6,824 $1.4M
United Community Bank 0.55% Reduce -15.2% 6,782 $1.4M
Sharper & Granite LLC 0.68% Add +4.2% 6,832 $1.4M
Dorsey & Whitney Trust CO LLC 0.10% Reduce -19.7% 6,757 $1.4M
BLB&B Advisors, LLC 0.08% New 6,723 $1.4M
Jackson, Grant Investment Advisers, Inc. 0.57% Reduce -7.1% 6,686 $1.4M
Monetary Management Group Inc. 0.39% Reduce -2.5% 6,685 $1.4M
Idaho Trust Co 1.34% New 6,678 $1.4M
Fingerlakes Wealth Management, Inc. 1.34% Add +27.2% 6,678 $1.4M
Alaethes Wealth, LLC 0.61% Add +0.3% 6,675 $1.4M
Zacks Investment Management 0.01% Add +2.9% 6,630 $1.4M
RPg Family Wealth Advisory, LLC 0.44% Reduce -6.8% 6,619 $1.4M
Solstein Capital, LLC 0.96% Add +29.1% 6,614 $1.4M
Point72 (DIFC) Ltd 0.11% — 6,606 $1.4M
German American Bancorp, Inc. 0.17% Reduce -35.2% 6,604 $1.4M
Moneta Group Investment Advisors LLC 0.02% Add +67.8% 6,594 $1.4M
Global Assets Advisory, LLC 0.82% New 6,558 $1.4M
Neuberger Berman Group LLC 0.00% Reduce -3.6% 6,568 $1.4M
Kingswood Wealth Advisors, LLC 0.16% Reduce -12.9% 6,561 $1.4M
Bank of New Hampshire 0.36% Reduce -1.9% 6,555 $1.4M
Fulton Breakefield Broenniman LLC 0.10% Reduce -20.7% 6,536 $1.4M
Certified Advisory Corp 0.19% Add +6.6% 6,527 $1.4M
Sand Hill Global Advisors, LLC 0.06% Reduce -7.6% 6,512 $1.4M
DT Investment Partners, LLC 0.14% No change 6,510 $1.4M
Raleigh Capital Management Inc. 0.58% Add +6822.3% 6,507 $1.4M
Legacy Edge Advisors, LLC 0.28% Reduce -2.6% 6,490 $1.4M
Tradition Wealth Management, LLC 0.14% Add +8.0% 6,476 $1.3M
UMB Bank, n.a. 0.02% Add +2.5% 6,447 $1.3M
First United Bank & Trust 0.50% Reduce -3.3% 6,441 $1.3M
Madden Advisory Services, Inc. 0.70% Add +0.5% 6,395 $1.3M
Cornerstone Capital, Inc. 0.14% Add +24.7% 6,355 $1.3M
Americana Partners, LLC 0.11% Add +21.9% 6,342 $1.3M
Beacon Bank & Trust 0.33% Reduce -0.4% 6,318 $1.3M
IAM Advisory, LLC 0.36% Reduce -2.4% 6,270 $1.3M
Zhang Financial LLC 0.10% No change 6,214 $1.3M
Abbrea Capital, LLC 0.17% No change 6,202 $1.3M
Maltin Wealth Management, Inc. 0.73% Add +0.1% 6,197 $1.3M
Kaizen Financial Strategies 0.88% Reduce -4.1% 6,196 $1.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.15% Reduce -2.6% 6,195 $1.3M
Pinnacle Wealth Management Advisory Group, LLC 0.14% Add +0.8% 6,168 $1.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.04% Add +30.9% 6,161 $1.3M
Atlas Private Wealth Advisors 0.43% Reduce -50.9% 6,149 $1.3M
Seven Mile Advisory 0.97% No change 6,130 $1.3M
Savant Capital, LLC 0.01% Reduce -6.1% 6,129 $1.3M
CHICAGO TRUST Co NA 0.26% Reduce -13.0% 6,111 $1.3M
M3 Advisory Group, LLC 1.15% Add +17.8% 6,110 $1.3M
Black Diamond Financial, LLC 0.34% No change 6,603 $1.3M
Wealth Advisory Solutions, LLC 0.33% Reduce -10.7% 6,097 $1.3M
Aureus Asset Management, LLC 0.09% Add +7.0% 6,089 $1.3M
Raab & Moskowitz Asset Management LLC 0.35% Reduce -0.5% 6,061 $1.3M
W.G. Shaheen & Associates DBA Whitney & Co 0.15% Add +8.9% 6,058 $1.3M
ICA Group Wealth Management, LLC 0.25% Reduce -2.5% 6,056 $1.3M
WESPAC Advisors, LLC 0.73% Add +8.9% 6,047 $1.3M
Hilltop National Bank 0.43% — 6,012 $1.3M
Townsend Asset Management Corp. /NC/ 0.49% Add +3.1% 5,944 $1.2M
Valley Wealth Managers, Inc. 0.09% Reduce -12.7% 5,929 $1.2M
Goodman Advisory Group, LLC 0.39% Add +20.8% 5,884 $1.2M
Triangle Securities Wealth Management 0.35% No change 5,825 $1.2M
National Philanthropic Trust 0.03% Reduce -54.6% 5,805 $1.2M
Wealthspire Advisors, LLC 0.02% Add +11.2% 5,802 $1.2M
KPP Advisory Services LLC 0.33% New 5,787 $1.2M
LPWM LLC 0.44% Add +0.9% 5,859 $1.2M
Strategic Financial Concepts, LLC 0.29% New 5,732 $1.2M
Cambridge Trust Co. 0.04% Reduce -20.1% 5,717 $1.2M
River Wealth Advisors LLC 0.17% Add +10.5% 5,690 $1.2M
Howland Capital Management LLC 0.06% Add +25.0% 5,678 $1.2M
Braun-Bostich & Associates Inc. 0.99% New 5,668 $1.2M
Lantern Wealth Advisors, LLC 0.83% Add +4.6% 5,666 $1.2M
Jacobi Capital Management LLC 0.11% Add +28.5% 5,660 $1.2M
Benchmark Financial Wealth Advisors, LLC 0.45% Add +2.3% 5,654 $1.2M
Galvin, Gaustad & Stein, LLC 0.11% Reduce -2.1% 5,620 $1.2M
Occidental Asset Management, LLC 0.22% Reduce -73.5% 5,616 $1.2M
DORCHESTER WEALTH MANAGEMENT Co 0.21% Reduce -6.7% 5,615 $1.2M
Pathway Financial Advisors LLC 0.32% Reduce -1.8% 5,602 $1.2M
1900 Wealth Management LLC 0.11% Reduce -1.1% 5,580 $1.2M
Curi Capital, LLC 0.03% Add +72.2% 5,533 $1.2M
NCM Capital Management, LLC 0.64% Reduce -8.3% 5,526 $1.2M
Steward Partners Investment Solutions, LLC 0.19% Add +37.9% 5,508 $1.1M
Marco Investment Management LLC 0.11% Reduce -0.4% 5,507 $1.1M
M&R Capital Management Inc. 0.28% Add +1.2% 5,477 $1.1M
Selective Wealth Management, Inc. 0.50% New 5,566 $1.1M
CWA Asset Management Group, LLC 0.07% Reduce -0.1% 5,463 $1.1M
Clarius Group, LLC 0.08% No change 5,411 $1.1M
Garde Capital, Inc. 0.08% Add +1.2% 5,403 $1.1M
Element Pointe Advisors, LLC 0.29% No change 5,379 $1.1M
Becker Capital Management Inc. 0.04% Reduce -2.3% 5,374 $1.1M
Cutler Group LLC / CA 0.56% Reduce -47.1% 5,377 $1.1M
First PREMIER Bank 0.30% Reduce -0.3% 5,374 $1.1M
One Capital Management, LLC 0.04% Add +6.0% 5,361 $1.1M
Fernwood Investment Management, LLC 0.32% No change 5,340 $1.1M
Pursue Wealth Partners LLC 0.65% No change 5,326 $1.1M
One Day In July LLC 0.15% Add +0.9% 5,325 $1.1M
L.M. Kohn & Company 0.31% Reduce -0.8% 5,316 $1.1M
WT Wealth Management 0.39% Reduce -1.9% 5,296 $1.1M
Fortune Financial Advisors, LLC 0.70% Reduce -3.3% 5,294 $1.1M
WP Advisors, LLC 0.36% Add +4.7% 5,283 $1.1M
Nvwm, LLC 0.30% No change 5,270 $1.1M
Plante Moran Financial Advisors, LLC 0.12% Add +74.0% 5,270 $1.1M
Choate Investment Advisors 0.03% No change 5,265 $1.1M
Sunflower Bank, N.A. 0.25% No change 5,253 $1.1M
Badgley Phelps Wealth Managers, LLC 0.03% Reduce -5.3% 5,250 $1.1M
Newman Dignan & Sheerar, Inc. 0.29% Reduce -1.5% 5,228 $1.1M
Summit Financial Group, Inc. 0.39% Add +36.1% 5,220 $1.1M
Boston Trust Walden Corp 0.01% No change 5,166 $1.1M
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -4.5% 5,162 $1.1M
United Bank 0.13% Add +3.2% 5,160 $1.1M
Tidal Investments LLC 0.02% Reduce -45.3% 5,157 $1.1M
Noesis Capital Mangement Corp. 0.24% Add +0.6% 5,150 $1.1M
Coulter & Justus Financial Services, LLC 0.24% New 5,150 $1.1M
Bluespring Wealth Management, LLC 0.12% Add +4.9% 5,143 $1.1M
BIP Wealth, LLC 0.08% Reduce -3.8% 5,104 $1.1M
American Institute for Advanced Investment Management, LLP 0.84% Add +8.7% 5,100 $1.1M
Lebenthal Global Advisors, LLC 0.24% Reduce -0.9% 5,094 $1.1M
Sweeney & Michel, LLC 0.47% — 5,084 $1.1M
Swmg, LLC 0.48% Add +10.5% 5,072 $1.1M
Biltmore Family Office, LLC 0.21% Reduce -1.0% 5,071 $1.1M
NTV Asset Management LLC 0.16% Add +10.7% 5,070 $1.1M
Modera Wealth Management, LLC 0.02% Add +0.8% 5,050 $1.1M
Eagle Strategies LLC 0.23% Add +127.8% 5,050 $1.1M
Girard Partners LTD. 0.10% Reduce -63.2% 5,048 $1.1M
Nemes Rush Group LLC 0.15% Add +2.9% 5,030 $1.0M
Coldstream Capital Management Inc. 0.03% Add +82.6% 5,026 $1.0M
Parisi Gray Wealth Management 0.39% Reduce -52.7% 5,025 $1.0M
Greenwood Capital Associates LLC 0.14% Reduce -6.2% 5,022 $1.0M
Headlands Technologies LLC 0.25% Add +37.4% 5,015 $1.0M
Menora Mivtachim Holdings LTD. 0.01% No change 4,945 $1.0M
Source Financial Advisors LLC 0.31% Reduce -37.8% 4,922 $1.0M
Main Street Financial Solutions, LLC 0.11% Reduce -2.3% 4,899 $1.0M
Cyndeo Wealth Partners, LLC 0.08% Reduce -0.8% 4,887 $1.0M
Ausdal Financial Partners, Inc. 0.12% Add +14.7% 4,857 $1.0M
HCR Wealth Advisors 0.15% Reduce -0.5% 4,831 $1.0M
Schmidt P J Investment Management Inc. 0.19% No change 4,826 $1.0M
Chemistry Wealth Management LLC 0.27% Add +0.7% 4,825 $1.0M
Avidian Wealth Enterprises, LLC 0.05% Reduce -85.8% 4,824 $1.0M
Sterling Investment Management, LLC 0.71% Reduce -0.2% 4,818 $1.0M
Centurion Wealth Management LLC 0.39% Add +2.5% 4,810 $1.0M
Annex Advisory Services, LLC 0.04% Reduce -33.3% 4,781 $996K
Forvis Mazars Wealth Advisors, LLC 0.03% Add +6.4% 4,766 $993K
Capital Advisors, Ltd. LLC 0.13% Add +23.3% 4,756 $990K
Sunesis Advisors, LLC 0.58% Reduce -7.8% 4,752 $990K
Analyst IMS Investment Management Services Ltd. 0.04% Add +97.8% 4,750 $989K
First Community Trust NA 0.93% Add +107.0% 4,737 $987K
Peoples Financial Services Corp. 0.43% Reduce -11.4% 4,736 $986K
Total Clarity Wealth Management, Inc. 0.34% Add +3.6% 4,732 $986K
McAdam, LLC 0.06% Add +64.7% 4,728 $985K
Ritholtz Wealth Management 0.03% Reduce -10.2% 4,707 $980K
Disciplined Investments, LLC 0.53% Reduce -3.4% 4,686 $976K
Arax Advisory Partners 0.10% Reduce -9.1% 4,663 $971K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.41% No change 4,900 $968K
Cookson Peirce & Co. Inc. 0.05% Reduce -1.2% 4,636 $966K
University of Texas/Texas Am Investment Management Co. 0.26% No change 5,010 $964K
Quadrant Private Wealth Management, LLC 0.24% Add +0.1% 4,628 $964K
Lwmg, LLC 0.22% No change 4,616 $961K
Platte River Wealth Advisors, LLC 0.27% Reduce -0.5% 4,602 $958K
Patriot Financial Group Insurance Agency, LLC 0.15% Add +2.4% 4,588 $955K
Wintrust Investments LLC 0.08% Reduce -7.5% 4,575 $953K
Harbor Investment Advisory, LLC 0.10% Reduce -6.3% 4,570 $952K
Wilson & Boucher Capital Management, LLC 0.75% Reduce -5.0% 4,569 $952K
Richardson Financial Services Inc. 0.67% Reduce -2.6% 4,564 $951K
Acorn Financial Advisory Services Inc. 0.18% Add +0.9% 4,553 $948K
MWA Asset Management 0.69% Reduce -7.2% 4,542 $946K
Sonora Investment Management Group, LLC 0.07% Add +39.0% 4,526 $943K
Agate Pass Investment Management, LLC 0.50% Add +201.9% 4,517 $941K
Athena Investment Management 0.56% No change 4,510 $939K
New England Private Wealth Advisors LLC 0.17% Add +0.1% 4,496 $939K
V2 Financial group LLC 0.64% Add +1.1% 4,500 $937K
Johnson Financial Group, Inc. 0.05% Add +6.0% 4,485 $934K
D L Carlson Investment Group Inc. 0.18% Add +1.5% 4,479 $933K
Q3 Asset Management 0.26% Reduce -93.9% 4,477 $930K
KWB Wealth 0.12% Reduce -80.3% 4,444 $926K
Founders Financial Alliance, LLC 0.28% Reduce -0.1% 4,434 $923K
Collaborative Wealth Managment Inc. 0.46% Add +8.9% 4,433 $923K
Sapient Capital LLC 0.02% Add +1.5% 4,433 $923K
Harvest Fund Management Co., Ltd 0.08% Reduce -41.8% 4,434 $923K
Tanglewood Wealth Management, Inc. 0.11% Reduce -12.7% 4,428 $922K
S. R. Schill & Associates 0.40% Reduce -8.0% 4,424 $921K
Old Mission Capital LLC 0.02% New 4,400 $916K
Teamwork Financial Advisors, LLC 0.14% Reduce -4.1% 4,393 $915K
Private Client Services, LLC 0.61% Reduce -28.9% 4,391 $915K
Kaydan Wealth Management, Inc. 0.31% No change 4,388 $914K
Ignite Planners, LLC 0.25% Reduce -1.8% 4,355 $910K
SS&H Financial Advisors, Inc. 0.38% No change 4,366 $909K
LWM Advisory Services, LLC 0.73% Add +109.9% 4,363 $909K
Norwood Financial Corp 1.31% No change 4,358 $908K
Signature Wealth Management Partners, LLC 0.74% No change 4,353 $907K
Tyche Wealth Partners LLC 0.22% Add +34.5% 4,336 $903K
Obsidian Cio, LLC 0.22% Add +44.6% 4,322 $900K
Hardy Reed LLC 0.11% No change 4,312 $898K
Portfolio Strategies, Inc. 0.06% New 4,312 $898K
Baldwin Investment Management, LLC 0.12% Add +0.8% 4,300 $896K
Peak Planning Group, LLC 0.56% Add +44.9% 4,288 $893K
Strategic Wealth Partners, Ltd. 0.10% Add +61.4% 4,284 $892K
AQR Capital Management 0.00% Add +17.6% 4,278 $891K
Waldron Private Wealth LLC 0.04% Add +20.7% 4,255 $886K
NFSG Corp 0.39% Add +1.5% 4,254 $886K
Amplius Wealth Advisors, LLC 0.10% Reduce -3.9% 4,225 $880K
HBK Sorce Advisory LLC 0.03% Add +6.0% 4,223 $879K
Debussy Capital Management LP 0.26% Reduce -3.2% 4,269 $878K
SOL Capital Management CO 0.11% Reduce -2.3% 4,200 $875K
Lavaca Capital LLC 0.53% Reduce -8.6% 4,200 $875K
Vontobel Holding Ltd. 0.01% Reduce -17.4% 4,199 $875K
Sawgrass Asset Management LLC 0.10% Add +2.1% 4,187 $872K
Eldridge Investment Advisors, Inc. 0.22% Add +0.0% 4,189 $872K
Channel Wealth LLC 0.35% Reduce -5.8% 4,168 $868K
Empire Financial Management Company, LLC 0.28% Reduce -3.3% 4,131 $860K
Edge Financial Advisors LLC 0.76% — 4,127 $860K
MCF Advisors LLC 0.07% No change 4,116 $857K
F/m Investments LLC 0.58% Add +9.4% 4,113 $857K
Alley Investment Management Company, LLC 0.12% No change 4,100 $854K
Beacon Financial Advisory LLC 0.41% Reduce -1.0% 4,086 $851K
Absolute Capital Management, LLC 0.54% Reduce -50.1% 4,084 $851K
Warner Financial, Inc. 0.42% Add +14.7% 4,073 $848K
Blue Fin Capital, Inc. 0.19% No change 4,054 $844K
3EDGE Asset Management, LP 0.07% New 4,054 $844K
Camelot Technology Advisors, Inc. 0.78% Reduce -5.8% 4,039 $841K
GC Wealth Management RIA, LLC 0.17% New 4,027 $839K
Clare Market Investments LLC 0.26% Add +6.6% 3,993 $832K
Compagnie Lombard Odier SCmA 0.01% Reduce -24.6% 3,981 $829K
Whitaker-Myers Wealth Managers, LTD. 0.35% New 3,979 $829K
Family Capital Management, Inc. 0.58% Reduce -1.1% 3,975 $828K
New Potomac Partners, LLC 0.46% Reduce -4.5% 3,966 $826K
Beaumont Financial Advisors, LLC 0.07% Reduce -4.8% 3,961 $825K
First Wilshire Securities Management Inc. 0.24% No change 3,950 $823K
Tranquility Partners, LLC 0.32% No change 3,949 $822K
VestGen Investment Management 0.25% Reduce -3.1% 3,944 $821K
Financial Partners Group, Inc 0.13% Add +0.1% 3,935 $820K
Everett Harris & Co. 0.01% No change 3,925 $817K
Dana Investment Advisors, Inc. 0.03% Add +17.5% 3,919 $816K
Personal Cfo Solutions, LLC 0.13% Reduce -19.3% 3,915 $816K
Dopkins Wealth Management, LLC 0.49% New 3,900 $812K
Next Capital Management LLC 0.33% No change 3,869 $806K
Silvercrest Asset Management Group LLC 0.01% Add +107.1% 3,868 $806K
Wealthspire Retirement, LLC 0.07% Add +160.5% 3,866 $805K
Clearwater Capital Advisors, LLC 0.09% Reduce -2.6% 3,863 $805K
Forza Wealth Management, LLC 0.42% No change 3,861 $804K
MassMutual Private Wealth & Trust, FSB 0.03% Add +39.9% 3,856 $803K
Kohmann Bosshard Financial Services, LLC 0.11% No change 3,853 $802K
Petra Financial Advisors Inc. 0.59% New 3,849 $802K
Autumn Glory Partners, LLC 0.39% Add +0.9% 3,827 $797K
Simon Quick Advisors, LLC 0.06% Reduce -4.5% 3,815 $795K
Aries Wealth Management 0.26% No change 3,813 $794K
Evoke Wealth, LLC 0.02% New 3,798 $791K
RWQ Financial Management Services, Inc. 0.34% Reduce -88.7% 3,792 $790K
Xcel Wealth Management, LLC 0.25% Add +9.1% 3,786 $789K
RDA Financial Network 0.27% Add +6.8% 3,779 $787K
Seelaus Asset Management LLC 0.81% No change 3,775 $786K
Peak Financial Advisors LLC 0.48% Reduce -4.5% 3,758 $783K
Jackson Square Capital, LLC 0.20% Add +0.4% 3,757 $782K
Midland Wealth Advisors, LLC 0.05% Add +2.1% 3,750 $781K
Grant/GrossMendelsohn, LLC 0.36% No change 3,764 $780K
ELCO Management Co., LLC 0.48% Add +5.6% 3,743 $780K
Accurate Wealth Management, LLC 0.23% Reduce -87.8% 4,037 $777K
Empirical Asset Management, LLC 0.37% Add +103.8% 3,726 $776K
Regent Peak Wealth Advisors LLC 0.20% Add +3.8% 3,724 $776K
WorthPointe, LLC 0.39% New 3,718 $774K
Yarger Wealth Strategies, LLC 0.53% Add +7.0% 3,717 $774K
Sather Financial Group Inc 0.06% Reduce -9.7% 3,712 $773K
Icon Wealth Advisors, LLC 0.07% No change 3,702 $771K
Mayflower Financial Advisors, LLC 0.13% Reduce -6.4% 3,663 $763K
KG Capital Management 0.30% Reduce -2.0% 3,661 $762K
Manhattan West Asset Management, LLC 0.18% Add +7.4% 3,656 $761K
Ellevest, Inc. 0.05% No change 3,650 $760K
Delta Investment Management, LLC 0.17% Reduce -5.6% 3,647 $760K
Continuum Advisory, LLC 0.11% Reduce -0.6% 3,687 $755K
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -4.4% 3,608 $751K
Bison Wealth, LLC 0.12% Add +0.5% 3,607 $751K
Investmark Advisory Group LLC 0.41% Add +0.2% 3,589 $747K
Summit Financial Wealth Advisors, LLC 0.15% Add +2.4% 3,585 $747K
Brown Brothers Harriman & Co. 0.01% Reduce -5.1% 3,581 $746K
GM Advisory Group, LLC 0.05% Reduce -0.1% 3,569 $743K
Fifth Third Wealth Advisors LLC 0.12% Add +3.6% 3,567 $743K
Rossmore Private Capital 0.10% No change 3,565 $742K
Brown Miller Wealth Management, LLC 0.33% Reduce -0.3% 3,545 $738K
Freestone Capital Holdings, LLC 0.03% Add +60.0% 3,544 $738K
Advance Capital Management, Inc. 0.05% Add +5.3% 3,533 $736K
Stuart Chaussee & Associates, Inc. 0.21% No change 3,524 $734K
Rational Advisors, Inc. 0.07% Reduce -29.1% 3,509 $731K
Lowery Thomas, LLC 0.56% Add +3.1% 3,507 $730K
Aviance Capital Partners, LLC 0.11% Add +20.8% 3,486 $726K
Carmichael Hill & Associates, Inc. 0.30% Add +0.1% 3,479 $725K
Councilmark Asset Management, LLC 0.52% — 3,470 $723K
Elwood & Goetz Wealth Advisory Group, LLC 0.18% Add +0.8% 3,465 $722K
Embree Financial Group 0.14% Reduce -6.0% 3,464 $722K
World Investment Advisors 0.10% Reduce -67.2% 3,461 $721K
Carret Asset Management, LLC 0.08% Add +3.0% 3,445 $717K
Vaughan David Investments LLC 0.02% Reduce -11.1% 3,412 $711K
Pacific Wealth Strategies Group, Inc. 0.59% No change 3,412 $711K
Magnolia Capital Advisors LLC 0.59% Add +38.7% 3,673 $707K
American Financial Advisors, LLC 0.10% Reduce -8.2% 3,390 $706K
Austin Private Wealth, LLC 0.08% Add +4.1% 3,401 $705K
Hubbell Strickland Wealth Management, LLC 0.36% Add +0.1% 3,384 $705K
17 Capital Partners, LLC 0.52% New 3,383 $705K
Eagle Ridge Investment Management 0.06% Reduce -6.9% 3,370 $702K
Welch Group, LLC 0.03% Reduce -53.1% 3,366 $701K
Financial & Tax Architects, LLC 0.19% Reduce -12.3% 3,352 $698K
WealthBridge Capital Management, LLC 0.24% Reduce -2.9% 3,351 $698K
New Century Financial Group, LLC 0.48% Add +0.9% 3,340 $696K
HTG Investment Advisors, Inc. 0.40% No change 3,327 $693K
Iams Wealth Management, LLC 0.42% Reduce -25.4% 3,382 $692K
Welch & Forbes LLC 0.01% Add +38.8% 3,324 $692K
Hanover Advisors Inc. 0.29% Reduce -3.6% 3,318 $691K
Burford Brothers, Inc. 0.45% Reduce -8.6% 3,316 $691K
Cornell Pochily Investment Advisors, Inc. 0.27% Add +5.5% 3,316 $691K
Alpine Woods Capital Investors, LLC 0.14% Reduce -81.3% 3,500 $687K
Brandywine Oak Private Wealth LLC 0.07% Reduce -0.7% 3,296 $686K
Worth Financial Advisory Group, LLC 0.47% Reduce -0.4% 3,284 $684K
Harvey Capital Management Inc. 0.20% No change 3,255 $678K
Taylor & Morgan Wealth Management, LLC 0.50% Reduce -6.2% 3,253 $677K
STAR Financial Bank 0.57% No change 3,222 $671K
Oxford Financial Group, LTD. LLC 0.05% No change 3,211 $669K
Blackston Financial Advisory Group, LLC 0.44% Reduce -29.2% 3,201 $667K
180 Wealth Advisors, LLC 0.12% Add +2.1% 3,196 $666K
Pictet North America Advisors SA 0.07% No change 3,187 $664K
Carson Advisory Inc. 0.47% Reduce -4.8% 3,177 $662K
Mason & Associates Inc 0.18% Add +0.0% 3,171 $660K
Breakwater Capital Group 0.17% No change 3,156 $657K
Banque Cantonale Vaudoise 0.03% Reduce -2.6% 3,155 $657K
Saxony Capital Management, LLC 0.79% Add +1.6% 3,150 $656K
Red Door Wealth Management, LLC 0.13% No change 3,147 $655K
Ellis Investment Partners, LLC 0.14% Add +0.7% 3,145 $655K
Banque Pictet & Cie SA 0.01% No change 3,140 $654K
Samalin Investment Counsel, LLC 0.31% Reduce -3.8% 3,135 $653K
Credit Agricole S A 0.01% Reduce -74.7% 3,310 $651K
Collective Family Office LLC 0.21% Reduce -16.1% 3,121 $650K
Evergreen Capital Management LLC 0.02% Add +1.5% 3,107 $647K
Paragon Financial Partners, Inc. 0.53% Add +12.2% 3,106 $647K
Cottage Street Advisors LLC 0.39% Add +0.2% 3,084 $642K
Prevail Innovative Wealth Advisors, LLC 0.24% New 3,082 $642K
WealthTrust Asset Management, LLC 0.49% Reduce -7.3% 3,078 $641K
Boulder Wealth Advisors, LLC 0.40% — 3,068 $639K
Diversified, LLC 0.09% Reduce -0.1% 3,065 $638K
Oxler Private Wealth LLC 0.25% Add +0.2% 3,054 $636K
Standard Family Office LLC 0.85% New 3,049 $635K
Diligent Investors, LLC 0.16% No change 3,022 $629K
Smith, Moore & Co. 0.07% Reduce -0.1% 3,003 $625K
Itau Unibanco Holding S.A. 0.03% Reduce -61.0% 3,000 $625K
Heritage Wealth Management, LLC 0.32% Reduce -5.4% 2,995 $624K
Compass Wealth Management LLC 0.15% No change 2,960 $616K
MBL Wealth, LLC 0.07% Reduce -4.0% 2,959 $616K
LaFleur & Godfrey LLC 0.09% No change 2,958 $616K
Confluence Wealth Services, Inc. 0.05% Add +17.5% 2,952 $615K
Strait & Sound Wealth Management LLC 0.34% Reduce -25.4% 2,934 $613K
Aspiriant, LLC 0.03% Add +9.8% 2,940 $612K
Fsa Wealth Partners, Inc. 0.15% Reduce -51.1% 2,922 $609K
Aspen Investment Management Inc 0.31% Reduce -0.8% 2,902 $604K
Leavell Investment Management, Inc. 0.03% Add +15.8% 2,902 $604K
First Foundation Advisors 0.02% Reduce -1.5% 2,899 $604K
Goelzer Investment Management, Inc. 0.03% Reduce -9.8% 2,898 $604K
Cypress Capital, LLC 0.16% Reduce -16.5% 2,892 $602K
Farmers & Merchants Investments Inc. 0.02% No change 2,892 $602K
L & S Advisors Inc 0.08% Reduce -2.7% 2,888 $602K
Wescott Financial Advisory Group, LLC 0.07% Add +0.2% 2,870 $598K
Global Strategic Investment Solutions, LLC 0.07% Add +0.1% 2,862 $596K
High Net Worth Advisory Group LLC 0.19% Add +1.7% 2,861 $596K
Truvestments Capital LLC 0.23% Add +4.8% 2,857 $595K
Rebalance, LLC 0.05% Add +0.2% 2,857 $595K
American State Bank (Iowa) 0.40% Reduce -16.5% 2,850 $594K
WealthPLAN Partners, LLC 0.06% Reduce -13.0% 2,848 $593K
Community Bank, N.A. 0.08% Reduce -6.5% 2,821 $588K
PCG Wealth Advisors, LLC 0.28% No change 2,811 $585K
Charles Schwab Investment Advisory, Inc. 0.00% Add +7.8% 2,810 $585K
Lake Street Private Wealth, LLC 0.08% Reduce -4.3% 2,798 $583K
Brady Family Wealth, LLC 0.19% No change 2,796 $582K
EverSource Wealth Advisors, LLC 0.05% Add +724.6% 2,944 $578K
Sandbox Financial Partners, LLC 0.24% Reduce -0.5% 2,771 $577K
Fiducient Advisors LLC 0.11% No change 2,766 $576K
Quadrant Capital Group LLC 0.05% No change 2,762 $575K
Hexagon Capital Partners LLC 0.13% Add +0.5% 2,760 $575K
Private Wealth Partners, LLC 0.05% No change 2,755 $574K
Liberty Wealth Management LLC 0.11% Reduce -14.8% 2,754 $573K
Dearborn Partners LLC 0.02% Add +5.4% 2,745 $572K
SlateStone Wealth, LLC 0.06% Add +41.3% 2,722 $567K
FAS Wealth Partners, Inc. 0.05% Add +4.5% 2,712 $565K
Talisman Wealth Advisors LLC 0.71% Add +0.0% 2,706 $564K
Texas Yale Capital Corp. 0.03% No change 2,700 $562K
Act Two Investors LLC 0.11% Reduce -7.3% 2,688 $560K
First Trust Direct Indexing L.P. 0.04% Reduce -12.2% 2,670 $556K
MainStreet Investment Advisors LLC 0.07% No change 2,664 $555K
Forte Capital LLC 0.07% Add +0.1% 2,656 $553K
Penobscot Wealth Management 0.35% Reduce -4.7% 2,655 $553K
Socha Financial Group, LLC 0.24% New 2,655 $553K
PBMares Wealth Management LLC 0.14% Reduce -0.8% 2,655 $553K
UNIVEST FINANCIAL Corp 0.16% Reduce -68.0% 2,652 $552K
Roman Butler Fullerton & Co. 0.21% Add +21.4% 2,837 $551K
Bellecapital International Ltd. 0.12% Reduce -10.8% 2,645 $551K
Obermeyer Wealth Partners 0.03% Add +3.9% 2,645 $551K
Thoroughbred Financial Services, LLC 0.05% Reduce -16.0% 2,639 $549K
Northeast Investment Management 0.03% Add +7.6% 2,636 $549K
First Manhattan Co. Llc. 0.00% Add +12.9% 2,631 $548K
Daymark Wealth Partners, LLC 0.03% Reduce -13.7% 2,630 $548K
Arcus Capital Partners, LLC 0.17% Reduce -2.9% 2,621 $546K
Jackson Hole Capital Partners, LLC 0.12% Add +2.2% 2,618 $545K
Vestor Capital, LLC 0.05% Add +2.1% 2,615 $545K
Lewis Asset Management, LLC 0.45% Reduce -12.3% 2,601 $542K
Wellington Shields & Co., LLC 0.18% No change 2,581 $538K
360 Financial, Inc. 0.21% Reduce -43.0% 2,563 $534K
Beacon Capital Management, LLC 0.11% Add +53.6% 2,545 $530K
Cozad Asset Management Inc. 0.06% Reduce -4.5% 2,536 $528K
Wolf Group Capital Advisors 0.25% No change 3,035 $528K
HRC Wealth Management, LLC 0.39% New 2,530 $527K
Investment Partners Asset Management, Inc. 0.48% Reduce -0.0% 2,527 $526K
Parallax Volatility Advisers, L.P. 0.02% Reduce -86.6% 2,526 $526K
Lodestone Wealth Management LLC 0.27% Reduce -2.2% 2,514 $524K
Firestone Capital Management 0.15% New 2,511 $523K
Smith & Howard Wealth Management, LLC 0.16% Reduce -7.8% 2,507 $522K
LS Investment Advisors, LLC 0.08% No change 2,500 $521K
Apriem Advisors 0.07% No change 2,500 $521K
Woodstock Corp. 0.05% No change 2,500 $521K
Nixon Peabody Trust Co. 0.05% No change 2,500 $521K
Register Financial Advisors LLC 0.27% Add +0.0% 2,493 $519K
Oldfather Financial Services, LLC 0.21% No change 2,487 $518K
Penobscot Investment Management Company, Inc. 0.05% Add +4.6% 2,484 $517K
Traction Financial Partners, LLC 0.40% No change 2,516 $517K
Strategic Investment Advisors / MI 0.07% Reduce -10.1% 2,481 $517K
FinTrust Capital Advisors, LLC 0.10% Add +5.7% 2,477 $516K
Gunderson Capital Management LLC 0.24% Reduce -7.0% 2,473 $515K
HFR Wealth Management, LLC 0.13% No change 2,460 $512K
Klingman & Associates, LLC 0.04% No change 2,435 $507K
Cooper Financial Group 0.08% Reduce -56.4% 2,424 $505K
Ackerman Capital Advisors, LLC 0.14% No change 2,407 $501K
Trust Co. of Vermont 0.03% Add +110.0% 2,405 $501K
National Wealth Management Group, LLC 0.39% Add +0.5% 2,398 $500K
CRA Financial Services, LLC 0.11% Reduce -4.2% 2,394 $499K
Welch Capital Partners LLC 0.12% No change 2,390 $498K
Alesco Advisors, LLC, An ESL Co 0.02% No change 2,379 $495K
SOA Wealth Advisors, LLC. 0.10% Add +0.1% 2,373 $494K
REDW Wealth LLC 0.13% Add +21.3% 2,373 $494K
Martel Wealth Advisors LLC 0.11% No change 2,368 $493K
United Advisor Group, LLC 0.18% New 2,362 $492K
Meridian Financial Advisors, LLC 0.37% Reduce -4.8% 2,359 $491K
USA Financial Formulas 0.08% Reduce -15.8% 2,359 $491K
Tolleson Wealth Management, Inc. 0.10% No change 2,356 $491K
TrueWealth Advisors, LLC 0.19% Add +3.5% 2,349 $489K
Y.D. More Investments Ltd 0.09% Reduce -3.7% 2,332 $485K
Strategies Wealth Advisors, LLC 0.07% Reduce -0.2% 2,314 $482K
OneAscent Wealth Management LLC 0.18% Add +119.8% 2,303 $480K
Mine & Arao Wealth Creation & Management, LLC. 0.24% Add +0.0% 2,304 $480K
Obsidian Personal Planning Solutions LLC 0.32% Add +16.2% 2,445 $480K
Northeast Financial Group, Inc. 0.21% Reduce -0.1% 2,285 $476K
St Germain D J Co. Inc. 0.02% Add +1.7% 2,285 $476K
Fusion Capital, LLC 0.22% Reduce -2.6% 2,283 $475K
Cypress Asset Management Inc. 0.13% Reduce -78.3% 479 $475K
StoneCrest Wealth Management, Inc. 0.41% Reduce -7.6% 2,274 $474K
Breakwater Investment Management 0.22% — 2,273 $473K
Gray Wealth Management Inc. 0.21% No change 2,272 $473K
Addison Advisors LLC 0.16% No change 2,268 $472K
Stevard, LLC 0.43% Add +7.0% 2,268 $472K
Black Maple Capital Management LP 0.31% No change 2,260 $471K
Stephens Consulting, LLC 0.14% Add +52.9% 2,241 $467K
Transform Wealth, LLC 0.04% Reduce -77.7% 2,235 $466K
Frisch Financial Group, Inc. 0.15% Reduce -2.1% 2,233 $465K
Pinnacle Bancorp, Inc. 0.14% Add +7.4% 2,230 $464K
Goepper Burkhardt LLC 0.22% Reduce -4.2% 2,258 $464K
Davis R M Inc. 0.01% Reduce -14.4% 2,221 $463K
Global Financial Private Client, LLC 0.20% Reduce -11.1% 2,208 $461K
Highland Capital Management, LLC 0.03% Add +19.8% 2,214 $461K
SignalPoint Asset Management, LLC 0.13% Reduce -1.4% 2,201 $458K
Vicus Capital 0.04% Add +0.1% 2,200 $458K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,354 $457K
Blankinship & Foster, LLC 0.12% Add +0.7% 2,189 $456K
Gratus Capital, LLC 0.02% Add +9.0% 2,189 $456K
Pinnacle Family Advisors, LLC 0.24% Reduce -78.3% 2,187 $455K
Private Wealth Group, LLC 0.24% No change 2,186 $455K
Kowal Investment Group, LLC 0.10% Add +3.6% 2,179 $454K
First International Bank & Trust 0.16% No change 2,178 $454K
First Nebraska Trust Co 0.05% No change 2,175 $453K
Paladin Advisory Group, LLC 0.36% No change 2,167 $453K
Whitener Capital Management, Inc. 0.15% Add +5.2% 2,171 $452K
Stonegate Investment Group, LLC 0.01% No change 2,171 $452K
YHB Investment Advisors, Inc. 0.04% Add +16.8% 2,168 $451K
Cantor Fitzgerald, L. P. 0.11% New 2,151 $448K
Brick & Kyle, Associates 0.20% Reduce -10.8% 2,155 $447K
Wambolt & Associates, LLC 0.13% New 2,134 $446K
Byrne Asset Management LLC 0.36% New 2,135 $445K
Hanson & Doremus Investment Management 0.08% Reduce -2.3% 2,133 $444K
Stone Summit Wealth LLC 0.15% Reduce -3.5% 2,129 $443K
Commonwealth Financial Services, LLC 0.10% No change 2,303 $443K
Yeomans Consulting Group, Inc. 0.19% Reduce -2.3% 2,126 $443K
Aveo Capital Partners, LLC 0.05% Reduce -1.6% 2,178 $441K
Cape Cod Five Cents Savings Bank 0.04% Reduce -33.2% 2,113 $440K
Two Sigma Securities, LLC 0.02% Reduce -52.3% 2,100 $437K
Stratos Investment Management, LLC 0.04% Reduce -46.1% 2,090 $435K
Edmond DE Rothschild Holding S.A. 0.01% No change 2,082 $434K
Integrated Investment Consultants, LLC 0.12% Add +4.5% 2,082 $434K
&partners 0.06% Add +15.4% 2,077 $433K
Wealthquest Corp 0.05% New 2,077 $433K
Thompson Davis & Co., Inc. 0.29% New 2,059 $429K
Oakwell Private Wealth Management, LLC 0.13% No change 2,058 $429K
Sovereign Financial Group, Inc. 0.11% Add +18.5% 2,056 $428K
Heritage Trust Co 0.06% Reduce -19.6% 2,056 $428K
HM Payson & Co. 0.01% Add +7.7% 2,047 $426K
MIdWestOne Financial Group, Inc. 0.08% No change 2,047 $426K
Southland Equity Partners LLC 0.12% Add +11.0% 2,046 $426K
Campbell Wealth Management 0.04% Add +5.2% 2,044 $426K
Guidance Point Advisors, LLC 0.14% Add +0.2% 2,037 $424K
Smith Salley Wealth Management 0.03% Add +27.2% 2,036 $424K
First Commonwealth Financial Corp 0.11% Reduce -9.0% 2,025 $422K
Intrepid Capital Management Inc. 0.27% Reduce -32.7% 2,021 $421K
Winthrop Advisory Group LLC 0.06% Reduce -0.4% 2,020 $421K
Parkside Financial Bank & Trust 0.07% New 2,020 $421K
Cape Investment Advisory, Inc. 0.20% Reduce -0.2% 2,020 $421K
Win Advisors, Inc. 0.19% New 2,018 $420K
JPL Wealth Management, LLC 0.23% Add +29.7% 2,011 $419K
Parthenon LLC 0.05% No change 2,000 $417K
Delta Financial Group, Inc. 0.12% Add +1.3% 2,000 $416K
Keystone Financial Services 0.18% No change 1,995 $415K
Advisors Capital Management, LLC 0.01% Reduce -27.6% 1,991 $415K
Outlook Wealth Advisors, LLC 0.13% Reduce -2.7% 1,969 $410K
Summit X, LLC 0.10% Add +26.4% 1,961 $408K
Slagle Financial, LLC 0.22% Reduce -50.4% 1,958 $408K
Williams & Novak, LLC 0.46% No change 2,118 $408K
Howe & Rusling Inc. 0.04% Add +72.6% 1,954 $407K
Physician Wealth Advisors, Inc. 0.09% Add +0.1% 2,012 $406K
Romano Brothers and Company 0.06% Reduce -9.4% 1,943 $405K
Altura Wealth Advisors Inc. 0.47% New 1,938 $404K
Farmers National Bank 0.12% No change 1,929 $402K
Colonial Trust Advisors 0.04% No change 1,922 $400K
Charter Oak Capital Management, LLC 0.04% No change 1,922 $400K
Hazlett, Burt & Watson, Inc. 0.24% No change 1,920 $400K
Retirement Group, LLC 0.14% Reduce -0.3% 1,916 $399K
Capital Square, LLC 0.28% New 1,915 $399K
Gateway Wealth Partners, LLC 0.14% Add +53.5% 1,914 $399K
Kendall Capital Management 0.14% Add +6.3% 1,913 $398K
Shufro Rose & Co. LLC 0.03% Reduce -1.0% 1,910 $398K
Bessemer Group Inc. 0.00% Reduce -1.6% 1,908 $397K
Trust Point Inc. 0.03% Reduce -3.0% 1,905 $397K
Trust Co. of Oklahoma 0.14% No change 1,902 $396K
Montchanin Asset Management, LLC 0.39% — 1,900 $396K
Means Investment Co., Inc. 0.05% Reduce -4.0% 1,877 $391K
Altfest L J & Co. Inc. 0.06% Add +8.2% 1,867 $389K
BCS Wealth Management 0.12% Add +54.4% 1,854 $386K
Archer Investment Corp 0.12% No change 1,851 $386K
FSM Wealth Advisors, LLC 0.14% Add +1.0% 1,848 $385K
Juncture Wealth Strategies, LLC 0.17% New 1,848 $385K
TruWealth Advisors, LLC 0.03% Add +0.1% 1,847 $385K
BOK Financial Private Wealth, Inc. 0.03% Add +7.4% 1,844 $384K
Precedent Wealth Partners, LLC 0.16% No change 1,840 $383K
Uptick Partners, LLC 0.29% Reduce -3.3% 1,838 $383K
Courier Capital LLC 0.03% No change 1,836 $382K
Westmount Partners, LLC 0.14% Add +20.8% 1,833 $382K
Gries Financial LLC 0.06% Add +1.4% 1,833 $382K
JGP Wealth Management, LLC 0.06% Reduce -3.3% 1,830 $381K
KFG Wealth Management, LLC 0.16% Add +4.6% 1,828 $381K
HTLF Bank 0.04% Add +4.5% 1,827 $381K
Clear Harbor Asset Management, LLC 0.03% Reduce -0.1% 1,822 $380K
StrongBox Wealth, LLC 0.20% Reduce -5.1% 1,819 $379K
Private Capital Advisors, Inc. 0.05% No change 1,810 $377K
ALM First Financial Advisors, LLC 0.10% No change 1,806 $376K
Lakeridge Wealth Management LLC 0.24% Add +9.6% 1,801 $375K
Hall Capital Management Co. Inc. 0.18% No change 1,800 $375K
WealthTrust Axiom LLC 0.12% Add +2.2% 1,797 $374K
Kuhn & Co Investment Counsel 0.35% Reduce -10.2% 1,794 $374K
Burns Matteson Capital Management, LLC 0.24% Reduce -8.9% 1,792 $373K
Mirador Capital Partners LP 0.07% No change 1,790 $373K
O'Brien Wealth Partners LLC 0.09% No change 1,783 $371K
Tanglewood Legacy Advisors, LLC 0.18% No change 1,780 $371K
Per Stirling Capital Management, LLC. 0.06% Reduce -71.5% 1,776 $370K
Gray Private Wealth, LLC 0.24% — 1,776 $370K
Paulson Wealth Management Inc. 0.11% No change 1,772 $369K
Family Firm, Inc. 0.09% Add +0.2% 1,768 $368K
Performance Wealth Partners, LLC 0.02% No change 1,765 $368K
Gallacher Capital Management LLC 0.19% Add +45.0% 1,757 $366K
Seed Wealth Management, Inc. 0.35% No change 1,751 $366K
Atlantic Edge Private Wealth Management, LLC 0.13% Reduce -17.1% 1,750 $364K
Towercrest Capital Management 0.06% No change 1,749 $364K
VanderPol Investments L.L.C. 1.04% Reduce -42.6% 1,746 $364K
WMG Financial Advisors, LLC 0.21% Reduce -6.4% 1,746 $364K
Legacy Capital Group California, Inc. 0.13% New 1,745 $364K
IPG Investment Advisors LLC 0.08% Reduce -75.5% 1,741 $363K
Home Federal Bank of Tennessee 0.11% No change 1,740 $362K
Adamsbrown Wealth Consultants LLC 0.15% Reduce -1.5% 1,737 $362K
Financial Council, LLC 0.21% No change 1,733 $361K
Allred Capital Management, LLC 0.14% Reduce -10.8% 1,725 $359K
SageView Advisory Group, LLC 0.02% Reduce -67.7% 2,840 $358K
First Citizens Financial Corp 0.21% Add +1.4% 1,717 $358K
Clarus Group, Inc. 0.25% Add +0.1% 1,712 $357K
Whalen Wealth Management Inc. 0.26% Add +5.8% 1,711 $356K
Madison Park Capital Advisors, LLC 0.31% Add +0.1% 1,708 $356K
Pension & Wealth Management Advisors, Inc. 0.23% Add +0.2% 1,707 $356K
Gill Capital Partners, LLC 0.14% Add +0.1% 1,811 $355K
T. Rowe Price Associates Inc. 0.00% No change 1,700 $355K
Procyon Advisors, LLC 0.03% Reduce -25.6% 1,703 $355K
Wilmington Savings Fund Society, FSB 0.01% — 1,701 $354K
Seaview Investment Managers LLC 0.11% Reduce -2.9% 1,700 $354K
Provenance Wealth Advisors, LLC 0.05% No change 1,700 $354K
Veltria Advisors Corp. 0.09% Add +6.3% 1,696 $353K
Beacon Financial Group 0.04% No change 1,687 $351K
Linscomb Wealth, Inc. 0.02% Reduce -6.7% 1,687 $351K
Acorns Advisers, LLC 0.00% New 1,680 $350K
Insight Advisors, LLC/ PA 0.07% Add +29.2% 1,680 $350K
TBH Global Asset Management, LLC 0.07% Add +3.6% 1,671 $348K
Private Ocean, LLC 0.04% Add +6.2% 1,668 $347K
Wealth Quarterback LLC 0.19% Reduce -3.9% 1,665 $347K
Paragon Private Wealth Management, LLC 0.21% Add +13.4% 1,658 $345K
Three Bridge Wealth Advisors, LLC 0.14% Add +22.7% 1,654 $344K
McIlrath & Eck, LLC 0.05% Reduce -13.8% 1,654 $344K
Heritage Wealth Partners, LLC 0.70% No change 1,788 $344K
Coastwise Capital Group, LLC 0.32% Reduce -34.3% 1,648 $343K
Prairie Sky Financial Group LLC 0.21% Reduce -6.1% 1,647 $343K
Pathway Financial Advisers, LLC 0.12% Reduce -5.0% 1,645 $343K
Canopy Partners, LLC 0.17% No change 1,643 $342K
Geneva Partners, LLC 0.15% Add +3.5% 1,640 $342K
RTD Financial Advisors, Inc. 0.05% Reduce -0.7% 1,640 $342K
Syntrinsic LLC 0.11% No change 1,638 $341K
Frazier Financial Advisors, LLC 0.28% Add +21.7% 1,624 $338K
Ruggaard & Associates LLC 0.16% No change 1,623 $338K
Wealth Effects LLC 0.12% Reduce -33.3% 1,611 $336K
JDM Financial Group LLC 0.24% Add +83.2% 1,607 $335K
Texas Capital Bank Wealth Management Services Inc 0.04% Reduce -48.2% 1,604 $334K
Old North State Trust, LLC 0.28% — 1,597 $333K
MSH Capital Advisors LLC 0.12% Add +2.6% 1,598 $333K
Game Plan Financial Advisors, LLC 0.19% Reduce -1.7% 3,182 $333K
1ST Source Bank 0.02% No change 1,596 $332K
Clayton Financial Group LLC 0.15% New 1,595 $332K
Armstrong Advisory Group, Inc. 0.03% No change 1,720 $331K
Grey Fox Wealth Advisors, LLC 0.12% Add +0.1% 1,589 $331K
IMS Capital Management 0.15% Add +0.1% 1,586 $330K
Vishria Bird Financial Group, LLC 0.14% No change 1,586 $330K
Westwood Holdings Group Inc. 0.00% No change 1,578 $329K
Thomasville National Bank 0.03% No change 1,577 $328K
VERITY Wealth Advisors 0.25% New 1,575 $328K
Aurora Private Wealth, Inc. 0.28% Add +2.0% 1,563 $326K
Princeton Global Asset Management LLC 0.08% Add +8.1% 1,565 $326K
FCG Investment Co 0.26% New 1,557 $324K
Hutchinson Capital Management 0.07% No change 1,552 $323K
Asset Planning Services Inc. /La/ 0.18% No change 1,550 $323K
Safeguard Financial, LLC 0.11% Reduce -20.2% 1,551 $323K
Carl P. Sherr & Co., LLC 0.18% No change 1,550 $323K
Global Wealth Strategies & Associates 0.12% No change 1,550 $323K
Braun Stacey Associates Inc. 0.01% Reduce -2.5% 1,540 $321K
Primoris Wealth Advisors, LLC 0.26% No change 1,541 $321K
Schneider Downs Wealth Management Advisors, LP 0.07% No change 1,539 $321K
Farther Finance Advisors, LLC 0.02% Add +274.1% 1,534 $320K
Pegasus Partners Ltd. 0.03% New 1,529 $318K
Everhart Financial Group, Inc. 0.09% Add +6.9% 1,527 $318K
Smith Chas P & Associates Pa Cpas 0.02% Add +0.7% 1,521 $317K
White Lighthouse Investment Management Inc. 0.06% Reduce -9.2% 1,516 $316K
Aprio Wealth Management, LLC 0.06% New 1,514 $315K
JT Stratford LLC 0.06% Add +0.1% 1,510 $315K
XTX Topco Ltd 0.04% New 1,510 $314K
Treynor Bancshares, Inc. 0.18% Add +0.1% 1,508 $314K
My Personal CFO, LLC 0.18% No change 1,505 $313K
TRUE Private Wealth Advisors 0.04% Add +0.9% 1,502 $313K
Bayshore Asset Management, LLC 0.15% No change 1,500 $312K
Lincoln Capital Corp. 0.14% No change 1,500 $312K
Chatham Capital Group, Inc. 0.06% No change 1,500 $312K
Howard Financial Services, LTD. 0.05% No change 1,499 $312K
Curtis Advisory Group, LLC 0.12% Reduce -12.8% 1,489 $310K
Meridian Wealth Partners, LLC 0.06% No change 1,485 $309K
Holderness Investments Co. 0.08% New 1,485 $309K
Gsa Capital Partners LLP 0.02% New 1,479 $308K
Wealthstar Advisors, LLC 0.11% No change 1,478 $308K
Evernest Financial Advisors, LLC 0.15% Reduce -2.9% 1,596 $307K
Norden Group LLC 0.06% New 1,475 $307K
Second Line Capital, LLC 0.10% Reduce -13.4% 1,471 $306K
RVW Wealth, LLC 0.03% No change 1,471 $306K
Inscription Capital, LLC 0.05% Reduce -20.5% 1,466 $305K
Fulton Bank, N.A. 0.01% No change 1,463 $305K
Paragon Capital Management LLC 0.16% No change 1,460 $304K
Allie Family Office LLC 0.18% No change 1,466 $303K
True North Advisors, LLC 0.08% No change 1,453 $303K
Summit Place Financial Advisors, LLC 0.18% Reduce -8.0% 1,445 $301K
Sebold Capital Management, Inc. 0.20% Reduce -1.2% 1,440 $300K
Caldwell Sutter Capital, Inc. 0.14% No change 1,440 $300K
Root Financial Partners, LLC 0.09% New 1,439 $300K
Falcon Wealth Planning 0.05% Add +2.8% 1,433 $299K
Shared Vision Wealth Group LLC 0.19% No change 1,432 $298K
Hourglass Capital, LLC 0.09% No change 1,430 $298K
American National Bank & Trust 0.04% Reduce -0.8% 1,430 $298K
Wetzel Investment Advisors, Inc. 0.17% Reduce -12.5% 1,509 $297K
Clearstead Trust, LLC 0.08% No change 1,424 $297K
First American Bank 0.02% Reduce -65.7% 1,423 $296K
Theory Financial LLC 0.15% New 1,423 $296K
Tacita Capital Inc 0.20% No change 1,415 $295K
Steele Capital Management, Inc. 0.02% New 1,414 $294K
Goldstone Financial Group, LLC 0.07% Add +15.4% 1,413 $294K
Hantz Financial Services, Inc. 0.01% New 1,414 $294K
Farrell Financial LLC 0.24% Add +0.3% 1,409 $294K
Winthrop Capital Management, LLC 0.14% No change 1,407 $293K
King Wealth Management Group 0.05% New 1,406 $293K
Private Capital Management LLC 0.06% Add +4.2% 1,405 $293K
Olistico Wealth, LLC 0.21% No change 1,404 $292K
PICTET BANK & TRUST Ltd 0.31% No change 1,400 $292K
Coordinated Financial Services, Inc. 0.26% — 1,400 $292K
Capitol Family Office, Inc. 0.38% No change 1,395 $291K
Ironwood Investment Counsel, LLC 0.05% Reduce -2.0% 1,393 $290K
Cadence Wealth Management LLC 0.30% Reduce -11.3% 1,385 $288K
First Command Advisory Services, Inc. 0.00% Reduce -4.7% 1,381 $288K
Front Row Advisors LLC 0.11% Add +300.0% 1,380 $287K
Aldebaran Financial Inc. 0.40% Reduce -1.9% 1,375 $286K
Rice Partnership, LLC 0.07% No change 1,373 $286K
WR Wealth Planners, LLC 0.09% Reduce -7.0% 1,372 $286K
Capital Management Associates, Inc 0.21% No change 1,369 $285K
Legacy Financial Group, Inc. 0.11% No change 1,363 $284K
McCarthy & Cox 0.11% — 1,362 $284K
Guyasuta Investment Advisors Inc. 0.02% No change 1,474 $284K
Widmann Financial Services, Inc. 0.24% Add +4.5% 1,358 $283K
Union Savings Bank 0.15% Reduce -16.6% 1,352 $282K
Atlantic Union Bankshares Corp 0.02% Reduce -19.9% 1,348 $281K
Nikulski Financial, Inc. 0.09% Reduce -28.3% 1,345 $280K
Marathon Trading Investment Management LLC 0.11% New 1,343 $280K
Drive Wealth Management, LLC 0.08% No change 1,342 $279K
Apella Capital, LLC 0.01% Add +20.3% 1,345 $279K
Darden Wealth Group Inc 0.22% New 1,338 $279K
Flagship Private Wealth, LLC 0.18% Add +10.3% 1,334 $278K
Park Place Capital Corp 0.10% Add +19.0% 1,333 $278K
Fiduciary Family Office, LLC 0.11% New 1,332 $277K
Fielder Capital Group LLC 0.12% No change 1,329 $277K
Nadler Financial Group, Inc. 0.03% No change 1,325 $276K
SouthState Bank Corp 0.02% No change 1,324 $276K
Valley National Advisers Inc. 0.04% No change 1,325 $275K
Tufton Capital Management 0.05% No change 1,319 $275K
PSI Advisors, LLC 0.10% Add +3.1% 1,313 $273K
Indiana Trust & Investment Management Co 0.11% Reduce -10.0% 1,311 $273K
Aspire Private Capital, LLC 0.07% Reduce -2.0% 1,309 $273K
Pacific Center for Financial Services 0.08% Add +1.8% 1,309 $273K
Mogy Joel R Investment Counsel Inc. 0.02% New 1,309 $273K
BSW Wealth Partners 0.05% New 1,308 $272K
Private Capital Management, LLC 0.03% No change 1,300 $271K
Boothbay Fund Management, LLC 0.01% No change 1,300 $271K
FSB Premier Wealth Management, Inc. 0.13% Add +20.6% 1,296 $270K
Park National Corp. 0.01% Add +5.3% 1,294 $270K
Octavia Wealth Advisors, LLC 0.04% Add +12.6% 1,292 $269K
Fortis Advisors, LLC 0.18% New 1,285 $268K
Ridgecrest Wealth Partners, LLC 0.16% Add +1.2% 1,285 $268K
Nicolet Advisory Services, LLC 0.03% Add +5.9% 1,288 $267K
NorthCrest Asset Manangement, LLC 0.01% Reduce -5.2% 1,281 $267K
Prospect Financial Services LLC 0.22% Add +1.5% 1,279 $266K
Equita Financial Network, Inc. 0.12% No change 1,270 $265K
Dividend Assets Capital, LLC 0.06% No change 1,272 $265K
FRG Family Wealth Advisors LLC 0.05% No change 1,349 $265K
Global Trust Asset Management, LLC 0.11% Reduce -1.2% 1,271 $265K
Sheets Smith Wealth Management 0.03% Reduce -3.0% 1,271 $265K
Accredited Investors Inc. 0.02% Add +0.8% 1,269 $264K
Sugarloaf Wealth Management, LLC 0.05% Add +0.2% 1,266 $264K
Global Wealth Management Investment Advisory, Inc. 0.06% No change 1,264 $263K
Greenwich Wealth Management LLC 0.02% Reduce -0.8% 1,261 $263K
Cahaba Wealth Management, Inc. 0.02% Add +0.1% 1,261 $263K
Garrison Asset Management, LLC 0.14% No change 1,260 $262K
Advisory Resource Group 0.06% Add +1.7% 1,260 $262K
Fairview Capital Investment Management, LLC 0.01% No change 1,258 $262K
BBR Partners, LLC 0.02% New 1,256 $262K
Vise Technologies, Inc. 0.05% New 1,253 $261K
LexAurum Advisors, LLC 0.07% No change 1,251 $261K
Blodgett Wealth Advisors, LLC 0.24% No change 1,250 $260K
Annapolis Financial Services, LLC 0.09% No change 1,250 $260K
TFB Advisors LLC 0.09% New 1,339 $260K
Tyler-Stone Wealth Management 0.12% No change 1,248 $260K
Patriot Investment Management Group, Inc. 0.02% No change 1,242 $259K
Bremer Bank National Association 0.05% New 1,242 $259K
Flaharty Asset Management, LLC 0.04% Reduce -3.9% 1,241 $258K
Burt Wealth Advisors 0.07% Add +0.3% 1,239 $258K
Carolinas Wealth Consulting LLC 0.05% Add +0.2% 1,238 $258K
Cedar Wealth Management, LLC 0.08% Add +194.1% 1,235 $257K
Novak & Powell Financial Services, Inc. 0.19% No change 1,234 $257K
Apeiron RIA LLC 0.07% Add +4.3% 1,233 $257K
Atlas Brown,Inc. 0.09% No change 1,232 $257K
Willner & Heller, LLC 0.26% Add +9.5% 1,232 $257K
Marks Group Wealth Management, Inc 0.03% No change 1,232 $257K
Ascent Wealth Partners, LLC 0.04% No change 1,230 $256K
Matrix Asset Advisors Inc. 0.03% No change 1,230 $256K
Centric Wealth Management 0.08% New 1,304 $256K
MN Wealth Advisors, LLC 0.16% Reduce -10.2% 1,221 $254K
Sage Mountain Advisors LLC 0.03% Add +33.0% 1,221 $254K
Asset Dedication, LLC 0.02% Reduce -4.7% 1,217 $254K
Bell Investment Advisors, Inc 0.05% New 1,219 $254K
Hurlow Wealth Management Group, Inc. 0.09% No change 1,218 $254K
Miller Investment Management, LP 0.03% Reduce -4.5% 1,217 $253K
Osborne Partners Capital Management, LLC 0.02% Reduce -18.2% 1,215 $253K
Overbrook Management Corp 0.07% Reduce -70.7% 1,210 $252K
Tradewinds, LLC. 0.12% — 1,304 $251K
Central Valley Advisors, LLC 0.13% No change 1,205 $251K
TFC Financial Management, Inc. 0.04% Add +0.1% 1,201 $250K
OLIO Financial Planning 0.11% No change 1,294 $250K
Palogic Value Management, L.P. 0.11% No change 1,190 $248K
Rosenberg Matthew Hamilton 0.07% No change 1,184 $247K
Foster & Motley Inc. 0.02% Reduce -17.3% 1,185 $247K
Broadleaf Partners, LLC 0.06% Reduce -0.6% 1,183 $246K
Graves Light Lenhart Wealth, Inc. 0.03% Reduce -16.9% 1,183 $246K
Hyman Charles D 0.01% No change 1,181 $246K
Fairhaven Wealth Management, LLC 0.08% No change 1,174 $245K
Virtue Capital Management, LLC 0.04% Reduce -81.2% 1,185 $244K
Bricktown Capital, LLC 0.05% No change 1,170 $244K
Spinnaker Investment Group, LLC 0.07% Add +12.1% 1,169 $243K
Southeast Asset Advisors, LLC 0.03% No change 1,167 $243K
Horrell Capital Management, Inc. 0.07% No change 1,169 $243K
Opal Wealth Advisors, LLC 0.08% Add +0.1% 1,166 $243K
RKL Wealth Management LLC 0.02% New 1,161 $242K
Better Money Decisions, LLC 0.19% Reduce -7.9% 1,159 $241K
MBE Wealth Management, LLC 0.15% No change 1,156 $241K
Marshall Financial Group, LLC 0.07% No change 1,154 $240K
Pinnacle Wealth Management, LLC 0.25% Reduce -21.3% 1,150 $240K
Eagle Rock Investment Company, LLC 0.04% Reduce -12.0% 1,150 $240K
Garden State Investment Advisory Services LLC 0.09% Reduce -3.8% 1,146 $239K
PDS Planning, Inc 0.03% Add +0.1% 1,149 $239K
Intelligence Driven Advisers, LLC 0.04% No change 1,144 $238K
Rockwood Wealth Management, LLC 0.03% No change 1,141 $238K
Cardinal Point Capital Management ULC 0.04% No change 1,136 $237K
Triton Financial Group Inc 0.17% Reduce -9.1% 1,135 $236K
Chesley Taft & Associates LLC 0.01% No change 1,135 $236K
Atlanta Consulting Group Advisors, LLC 0.08% — 1,123 $234K
LifePro Asset Management 0.15% Reduce -43.2% 1,110 $231K
Key Client Fiduciary Advisors, LLC 0.12% Reduce -0.7% 1,108 $231K
Cabana LLC 0.98% Add +0.7% 1,103 $230K
Transcendent Capital Group LLC 0.13% No change 1,100 $229K
Beirne Wealth Consulting Services, LLC 0.10% Reduce -2.7% 1,100 $229K
CFO4Life Group, LLC 0.04% Reduce -3.3% 1,100 $229K
Legacy Financial Strategies, LLC 0.06% New 1,094 $228K
Stableford Capital II LLC 0.09% Reduce -6.7% 1,092 $227K
West Bancorporation Inc. 0.15% No change 1,091 $227K
Long Island Wealth Management, Inc. 0.16% No change 1,091 $227K
Affinity Wealth Management LLC 0.04% Add +0.7% 1,082 $225K
Cedar Brook Financial Partners, LLC 0.04% Reduce -10.6% 1,078 $224K
Activest Wealth Management 0.11% Add +17.6% 1,078 $224K
Bell Bank 0.02% No change 1,077 $224K
American Investment Services, Inc. 0.04% No change 1,075 $224K
Wrapmanager Inc. 0.06% New 1,074 $224K
Hancock Whitney Corp. 0.01% Reduce -12.5% 1,068 $222K
Albion Financial Group 0.02% No change 1,063 $221K
Bradley & Co. Private Wealth Management, LLC 0.18% No change 1,063 $221K
Traynor Capital Management, Inc. 0.02% New 1,063 $221K
Northwest Bancshares, Inc. 0.03% Reduce -6.1% 1,054 $220K
Monterey Private Wealth, Inc. 0.09% No change 1,053 $219K
Capital Advisors Wealth Management, LLC 0.05% Reduce -2.7% 1,051 $219K
MADDEN SECURITIES Corp 0.10% No change 1,050 $219K
Clark Capital Management Group, Inc. 0.00% New 1,048 $218K
Burney Co./ 0.01% Add +0.1% 1,047 $218K
Benedetti & Gucer, Inc. 0.11% New 1,045 $218K
Comprehensive Financial Consultants Institutional, Inc. 0.09% No change 1,046 $218K
Proffitt & Goodson Inc. 0.04% Reduce -9.9% 1,044 $217K
Revolve Wealth Partners, LLC 0.04% New 1,044 $217K
First Western Trust Bank 0.01% No change 1,042 $217K
Stonebridge Capital Advisors LLC 0.02% New 1,041 $217K
Zimmermann Investment Management & Planning LLC 0.08% Reduce -6.6% 1,039 $216K
Harmony Asset Management LLC 0.09% Reduce -11.8% 1,035 $216K
Pps&v Asset Management Consultants, Inc. 0.16% Reduce -49.3% 1,030 $214K
Veracity Capital LLC 0.08% New 1,020 $212K
Quattro Financial Advisors LLC 0.06% Add +430.2% 1,018 $212K
Schechter Investment Advisors, LLC 0.02% New 1,017 $212K
Steigerwald, Gordon & Koch Inc. 0.03% New 1,015 $211K
Sound Income Strategies, LLC 0.02% Reduce -6.5% 1,012 $211K
Fox Hill Wealth Management 0.14% New 1,011 $211K
Boomfish Wealth Group, LLC 0.14% New 1,011 $211K
Harbor Group, Inc. 0.06% New 1,009 $210K
Douglass Winthrop Advisors, LLC 0.00% New 1,009 $210K
SRH Advisors, LLC 0.07% No change 1,007 $210K
Castle Rock Wealth Management, LLC 0.06% New 1,080 $210K
Vienna Asset Management LLC 0.19% New 1,096 $210K
ABLE Financial Group, LLC 0.08% Reduce -10.0% 1,005 $209K
Gruss & Co., LLC 1.15% New 1,000 $208K
Ledgewood Wealth Advisors, LLC 0.19% New 1,000 $208K
Libra Wealth LLC 0.09% Reduce -20.6% 1,000 $208K
Belmont Capital, LLC 0.06% No change 1,000 $208K
Nicolet Bankshares Inc. 0.04% New 1,000 $208K
Global Endowment Management, LP 0.02% New 1,000 $208K
Cardiff Park Advisors, LLC 0.02% Reduce -0.1% 1,000 $208K
Clarkston Capital Partners, LLC 0.00% Reduce -16.7% 1,000 $208K
Schrum Private Wealth Management LLC 0.19% New 999 $208K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.16% Reduce -33.8% 1,000 $208K
Wealth Management Associates, Inc. 0.10% New 919 $208K
Wealth Dimensions Group, Ltd. 0.06% New 998 $208K
Facet Wealth, Inc. 0.01% New 1,012 $207K
Bray Capital Advisors 0.05% Reduce -21.6% 995 $207K
Silverlake Wealth Management LLC 0.11% New 993 $207K
Chapin Davis, Inc. 0.08% New 988 $206K
Guardian Asset Advisors, LLC 0.17% Reduce -23.6% 986 $205K
Trail Ridge Investment Advisors, LLC 0.12% Reduce -36.8% 986 $205K
Investors Asset Management of Georgia Inc. /Ga/ 0.10% New 985 $205K
Pin Oak Investment Advisors Inc. 0.20% No change 986 $205K
W.H. Cornerstone Investments Inc. 0.15% New 985 $205K
White Pine Investment CO 0.06% New 983 $205K
Resources Management Corp. /CT/ 0.03% Add +34.1% 983 $205K
Independent Advisor Alliance 0.01% New 984 $205K
Hengehold Capital Management LLC 0.02% New 981 $204K
Geometric Wealth Advisors 0.05% New 979 $204K
Keebeck Wealth Management 0.03% New 979 $204K
Vima LLC 0.24% Reduce -0.1% 1,349 $204K
Executive Wealth Management, LLC 0.02% New 972 $203K
A. D. Beadell Investment Counsel, Inc. 0.18% New 975 $203K
Dark Forest Capital Management LP 0.03% Reduce -64.9% 970 $202K
FWL Investment Management, LLC 0.11% No change 969 $202K
Sightline Wealth Advisors, LLC 0.13% New 963 $201K
Painted Porch Advisors LLC 0.12% Reduce -49.5% 963 $201K
Ategra Capital Management, LLC 0.09% New 961 $200K
LGT Financial Advisors LLC 0.23% Add +106.9% 956 $199K
Clean Yield Group 0.08% Reduce -9.5% 952 $198K
Cordgrass Capital Advisors, LLC 0.06% Reduce -5.0% 950 $198K
GAMMA Investing LLC 0.04% Add +96.9% 945 $197K
Financial Management Professionals, Inc. 0.03% Add +59.6% 935 $195K
Independence Bank of Kentucky 0.06% New 928 $193K
Stelac Advisory Services LLC 0.09% Reduce -23.8% 923 $192K
Cassady Schiller Wealth Management, LLC 0.08% Add +1.3% 912 $190K
Missouri Trust & Investment Co 0.07% Reduce -1.6% 904 $188K
Motco 0.01% No change 902 $188K
Avalon Trust Co 0.02% No change 901 $188K
Ramirez Asset Management, Inc. 0.04% No change 900 $187K
Blue Trust, Inc. 0.00% Add +138.7% 895 $186K
Tortoise Investment Management, LLC 0.02% Add +376.3% 886 $185K
Investors Research Corp 0.04% No change 885 $184K
Optimum Investment Advisors 0.08% Reduce -2.8% 875 $182K
Northwest Capital Management Inc 0.06% No change 867 $181K
Hamilton Point Investment Advisors, LLC 0.04% No change 866 $180K
Ballast Advisors LLC 0.06% Reduce -0.7% 863 $180K
Phillips Financial Management, LLC 0.01% Reduce -13.1% 859 $179K
Russell Investments Group, Ltd. 0.00% Add +560.8% 859 $179K
Colonial Trust Co / SC 0.03% No change 855 $178K
REAP Financial Group, LLC 0.05% No change 832 $173K
LFA - Lugano Financial Advisors SA 0.12% No change 813 $169K
Atlantic Private Wealth, LLC 0.14% No change 809 $168K
Davis Capital Management 0.15% Reduce -4.1% 802 $167K
Harbor Capital Advisors, Inc. 0.02% Add +40.3% 769 $160K
Winch Advisory Services, LLC 0.05% No change 766 $160K
Financial Gravity Asset Management, Inc. 0.04% Reduce -56.1% 743 $155K
Mather Group, Llc. 0.00% New 786 $151K
RFP Financial Group LLC 0.06% Reduce -4.7% 717 $149K
Grove Bank & Trust 0.02% No change 700 $146K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 695 $145K
Macroview Investment Management LLC 0.16% Reduce -8.6% 689 $144K
SYM FINANCIAL Corp 0.02% New 679 $141K
Kessler Investment Group, LLC 0.09% Reduce -84.6% 669 $140K
Avion Wealth 0.04% No change 664 $139K
Perkins Coie Trust Co 0.03% No change 666 $139K
Moisand Fitzgerald Tamayo, LLC 0.02% Add +317.9% 652 $136K
Oliver Lagore Vanvalin Investment Group 0.04% Add +25.4% 642 $134K
Barrett & Company, Inc. 0.06% No change 641 $134K
Guardian Wealth Management, Inc. 0.10% No change 629 $131K
Cornerstone Planning Group LLC 0.04% Add +5.8% 643 $130K
Bellevue Asset Management, LLC 0.07% No change 620 $129K
West Paces Advisors Inc. 0.03% Reduce -14.2% 605 $126K
Friedenthal Financial 0.08% Reduce -2.3% 601 $125K
Security National Bank 0.02% No change 600 $125K
Quintet Private Bank (Europe) S.A. 0.01% Reduce -14.0% 516 $124K
CVA Family Office, LLC 0.02% Add +22.1% 574 $120K
Glassman Wealth Services 0.02% No change 572 $119K
Bare Financial Services, Inc 0.11% No change 578 $113K
Blue Bell Private Wealth Management, LLC 0.02% No change 539 $112K
Provident Wealth Management, LLC 0.04% New 531 $111K
Anchor Investment Management, LLC 0.01% Add +135.9% 519 $108K
SJS Investment Consulting Inc. 0.02% Reduce -0.4% 516 $108K
Key Financial Inc 0.03% No change 508 $106K
Legacies Wealth LLC 0.09% No change 500 $104K
Benjamin Edwards Inc. 0.02% No change 500 $104K
Ruedi Wealth Management, Inc. 0.04% No change 490 $102K
Rothschild Investment LLC 0.01% Reduce -4.9% 483 $101K
Financial Perspectives, Inc 0.04% No change 474 $99K
Impact Partnership Wealth, LLC 0.04% No change 471 $98K
WealthCollab, LLC 0.07% No change 462 $96K
Palisade Asset Management, LLC 0.01% New 461 $96K
Lazard Asset Management LLC 0.00% No change 458 $95K
West Oak Capital, LLC 0.04% No change 433 $90K
Creekmur Asset Management LLC 0.03% Reduce -9.6% 416 $87K
Core Alternative Capital 0.02% Reduce -4.2% 415 $86K
JNBA Financial Advisors 0.01% No change 413 $86K
Advanced Asset Management Advisors Inc 0.02% No change 410 $85K
Integrity Financial Corp 0.06% No change 402 $84K
Mowery & Schoenfeld Wealth Management, LLC 0.16% No change 400 $83K
Old Second National Bank of Aurora 0.02% No change 400 $83K
West Branch Capital LLC 0.03% Reduce -11.4% 396 $82K
MGB Wealth Management, LLC 0.03% No change 385 $80K
Barometer Capital Management Inc. 0.02% Reduce -21.6% 400 $79K
Wellington Shields Capital Management, LLC 0.01% Add +36.6% 373 $78K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -14.0% 363 $76K
Founders Capital Management 0.05% No change 361 $75K
Cyrus J. Lawrence, LLC 0.02% — 350 $72K
Mascoma Wealth Management LLC 0.02% No change 332 $69K
Core Wealth Advisors, Inc. 0.02% No change 327 $68K
Knuff & Co LLC 0.02% Reduce -27.8% 325 $68K
Caitlin John, LLC 0.05% Reduce -16.5% 323 $67K
Quent Capital, LLC 0.01% Add +1794.1% 322 $67K
Annis Gardner Whiting Capital Advisors, LLC 0.02% No change 310 $65K
Eukles Asset Management 0.03% Add +20.7% 303 $63K
Beaird Harris Wealth Management, LLC 0.01% No change 302 $63K
Bogart Wealth, LLC 0.00% No change 300 $63K
First Personal Financial Services 0.01% No change 300 $62K
Angeles Wealth Management, LLC 0.01% Add +100.0% 292 $61K
Versant Capital Management, Inc 0.02% Add +21.8% 291 $61K
Ameritas Investment Partners, Inc. 0.00% Add +18.7% 286 $60K
DiNuzzo Private Wealth, Inc. 0.01% No change 275 $57K
Abich Financial Wealth Management LLC 0.04% No change 275 $57K
Pineridge Advisors LLC 0.02% No change 275 $57K
Matrix Private Capital Group LLC 0.04% No change 274 $57K
WFA Asset Management Corp 0.03% No change 272 $57K
Luken Investment Analytics, LLC 0.03% No change 272 $57K
Guardian Wealth Advisors, LLC / NC 0.01% Reduce -5.7% 267 $56K
Ogorek Anthony Joseph /NY/ 0.02% No change 268 $55K
Studio Investment Management LLC 0.01% No change 248 $52K
Creative Capital Management Investments LLC 0.03% No change 242 $50K
Blume Capital Management, Inc. 0.01% No change 240 $50K
TLW Wealth Management, LLC 0.03% New 239 $50K
Hartford Financial Management Inc. 0.01% No change 232 $48K
Wagner Wealth Management, LLC 0.01% Reduce -12.2% 217 $45K
Washington Trust Advisors, Inc. 0.00% No change 217 $45K
Investment Research & Advisory Group, Inc. 0.02% No change 212 $44K
Scarborough Advisors, LLC 0.02% Reduce -12.1% 211 $44K
Legend Financial Advisors, Inc. 0.03% No change 206 $43K
Rain Capital Management, LLC 0.03% Add +0.5% 206 $43K
Providence Capital Advisors, LLC 0.01% Reduce -51.8% 193 $40K
Richardson Capital Management LLC 0.03% Add +81.1% 192 $40K
Main Street Group, LTD 0.02% No change 175 $37K
Balefire, LLC 0.01% Add +92.2% 173 $36K
Elevation Wealth Partners, LLC 0.02% Reduce -15.3% 172 $36K
Richard Bernstein Advisors LLC 0.00% Reduce -27.4% 170 $35K
VitalStone Financial, LLC 0.03% Add +591.7% 166 $35K
Covestor Ltd 0.02% Add +12.7% 169 $35K
Financial Avengers, Inc. 0.02% Add +0.7% 151 $31K
Piscataqua Savings Bank 0.03% Reduce -11.9% 148 $31K
Baldwin Wealth Partners LLC 0.00% Reduce -47.8% 143 $30K
New Republic Capital, LLC 0.02% No change 141 $29K
Steph & Co. 0.01% No change 141 $29K
Tower View Wealth Management LLC 0.02% Add +66.7% 140 $29K
Estabrook Capital Management 0.00% No change 140 $29K
Capital Investment Counsel, Inc 0.00% No change 125 $26K
Abound Wealth Management 0.01% Add +7.1% 121 $25K
Balentine LLC 0.00% No change 117 $24K
Lowe Wealth Advisors, LLC 0.01% Reduce -48.7% 116 $24K
Dynamic Wealth Strategies, LLC 0.02% No change 116 $24K
City State Bank 0.01% Reduce -46.5% 115 $24K
HHM Wealth Advisors, LLC 0.00% No change 115 $24K
AllSquare Wealth Management LLC 0.01% No change 112 $23K
Smithfield Trust Co 0.00% No change 110 $23K
Brown, Lisle/Cummings, Inc. 0.01% No change 108 $22K
Gradient Investments LLC 0.00% Reduce -71.5% 108 $22K
Chesapeake Asset Management LLC 0.02% New 105 $22K
Delta Asset Management LLC 0.00% No change 101 $21K
Mark Sheptoff Financial Planning, LLC 0.01% No change 100 $21K
GHP Investment Advisors, Inc. 0.00% Reduce -41.5% 100 $21K
Cubist Systematic Strategies, LLC 0.00% New 100 $21K
Delos Wealth Advisors, LLC 0.02% Reduce -61.5% 75 $16K
Godsey & Gibb, Inc. 0.00% Reduce -50.0% 65 $14K
Central Pacific Bank - Trust Division 0.00% — 63 $13K
Pacifica Partners Inc. 0.01% Reduce -71.4% 60 $13K
Janiczek Wealth Management, LLC 0.00% No change 58 $12K
Arvest Investments, Inc. 0.00% Reduce -80.4% 56 $12K
Cedar Mountain Advisors, LLC 0.00% No change 53 $11K
Van Eck Associates Corp. 0.00% New 53 $11K
Sachetta, LLC 0.00% No change 50 $10K
Rakuten Securities, Inc. 0.00% New 41 $9K
Gen-Wealth Partners Inc 0.00% — 40 $8K
Northwest Investment Counselors, LLC 0.00% New 40 $8K
Element Wealth, LLC 0.00% No change 38 $8K
Halpern Financial, Inc. 0.00% No change 37 $8K
Kelly Financial Services LLC 0.00% No change 31 $6K
FPC Investment Advisory, Inc. 0.01% — 32 $6K
Accordant Advisory Group Inc 0.00% — 30 $6K
Orion Capital Management LLC 0.00% No change 30 $6K
Psagot Value Holdings Ltd. / (Israel) 0.05% Reduce -99.7% 29 $6K
Strengthening Families & Communities, LLC 0.00% Add +61.1% 29 $6K
Financial Synergies Wealth Advisors, Inc. 0.00% Reduce -78.3% 25 $5K
Wolff Wiese Magana LLC 0.00% Add +200.0% 24 $5K
Arcadia Investment Management Corp. 0.00% Add +9.1% 24 $5K
DecisionPoint Financial, LLC 0.00% No change 25 $5K
Dunhill Financial, LLC 0.00% Reduce -78.8% 24 $5K
Signature Resources Capital Management, LLC 0.00% No change 22 $4K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.3% 19 $4K
American Capital Advisory, LLC 0.00% No change 26 $4K
Sittner & Nelson, LLC 0.00% New 11 $2K
CNB Bank 0.00% No change 10 $2K
Center for Financial Planning, Inc. 0.00% No change 9 $2K
Semmax Financial Advisors Inc. 0.00% No change 8 $2K
Highline Wealth Partners LLC 0.00% No change 6 $1K
Evergreen Private Wealth LLC 0.00% No change 4 $833
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $417

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