SS Technology Select SectorXLKETF

13F holders, Q2 2024 (June 30)
2,011holders +54
126new positions
76sold out
6famous investors
$224.64avg. 13F price*

At the end of Q2 2024, 2,011 institutions reported holding SS Technology Select Sector (XLK) in their 13F filings, up 54 from Q1 2024. 126 opened new positions and 76 sold out. The largest holders were Bank of America Corp. ($3.0B), Wells Fargo & Company ($2.4B) and Morgan Stanley ($2.1B). 6 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions126$367.2M
Exits76$219.5M

All 13F filers, Q1 2024 → Q2 2024: 11,238,219 shares bought and 11,218,296 shares sold, net +19,923 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,011 holders

Bank of America Corp. 0.29% Add +3.5% 13,390,085 $3.0B
Wells Fargo & Company 0.63% Add +0.5% 10,697,823 $2.4B
Morgan Stanley 0.17% Add +5.4% 9,472,046 $2.1B
LPL Financial LLC 0.80% Add +2.8% 7,054,842 $1.6B
Envestnet Asset Management Inc. 0.43% Add +8.7% 5,431,458 $1.2B
UBS Group AG 0.36% Add +0.7% 5,115,668 $1.2B
Goldman Sachs Group Inc. 0.19% Add +0.8% 4,368,898 $988.4M
CHURCHILL MANAGEMENT Corp 11.46% Reduce -14.4% 4,296,939 $972.1M
Ameriprise Financial Inc. 0.26% Add +7.0% 4,212,054 $955.5M
Raymond James & Associates 0.52% Add +2.2% 3,508,608 $793.8M
Truist Financial Corp. 0.98% Add +0.8% 2,837,247 $641.9M
Janney Montgomery Scott LLC 1.95% Reduce -0.2% 2,827,735 $639.7M
Royal Bank of Canada 0.15% Reduce -2.1% 2,818,541 $637.6M
Nissay Asset Management Corp. /Japan 3.37% No change 2,249,677 $508.9M
WestEnd Advisors, LLC 12.81% Add +1.5% 2,191,694 $495.8M
Charles Schwab Investment Management Inc. 0.09% Reduce -23.0% 2,030,424 $459.3M
Bank of Montreal 0.13% Add +17.3% 1,789,743 $413.3M
Captrust Financial Advisors 1.15% Reduce -3.9% 1,584,977 $358.6M
Agf Management Ltd. 1.96% Reduce -2.7% 1,550,403 $350.7M
JPMorgan Chase & Co. 0.03% Reduce -2.7% 1,523,865 $344.7M
BlackRock Inc. 0.01% Reduce -45.0% 1,486,534 $336.3M
Northern Trust Corp. 0.06% Add +3.8% 1,456,999 $329.6M
State Street Corp. 0.01% Add +17.9% 1,436,771 $325.0M
US Bancorp \de 0.43% Add +1.5% 1,397,336 $316.1M
Factory Mutual Insurance Co. 3.55% Reduce -14.4% 1,378,000 $311.7M
Barclays PLC 0.13% Add +0.6% 1,274,893 $288.4M
PGIM Custom Harvest LLC 6.34% Reduce -18.2% 1,255,329 $284.0M
Focus Partners Wealth 0.82% Add +261.6% 1,080,981 $244.6M
Equitable Holdings, Inc. 2.43% Add +0.1% 1,020,348 $230.8M
CW Advisors, LLC 3.65% Reduce -1.2% 1,015,094 $229.6M
BNP Paribas Financial Markets 0.24% Add +566.0% 983,636 $222.5M
Raymond James Financial Services Advisors, Inc. 0.31% Add +14.5% 975,587 $220.7M
Commonwealth Equity Services, LLC 0.32% Add +0.9% 889,304 $201.2M
Main Management ETF Advisors, LLC 9.87% Add +2.6% 874,080 $197.7M
PNC Financial Services Group, Inc. 0.13% Reduce -1.4% 851,732 $192.7M
Stifel Financial Corp. 0.21% Reduce -0.5% 826,658 $187.0M
Rockefeller Capital Management L.P. 0.53% Reduce -12.0% 824,395 $186.4M
Harel Insurance Investments & Financial Services Ltd. 3.37% Add +0.0% 791,141 $179.0M
Cetera Investment Advisers 0.41% Add +4.2% 787,815 $178.2M
Osaic Holdings, Inc. 0.41% Reduce -22.4% 774,260 $175.3M
Swan Global Investments, LLC 8.60% Reduce -6.1% 761,103 $172.2M
HighTower Advisors, LLC 0.26% Add +1.0% 747,509 $169.1M
KCM Investment Advisors LLC 5.73% Reduce -0.1% 701,216 $158.6M
Victory Capital Management Inc. 0.16% Add +4.6% 687,865 $155.6M
Private Advisor Group, LLC 0.94% Add +2.8% 618,955 $140.0M
Migdal Insurance & Financial Holdings Ltd. 2.33% Reduce -19.9% 617,646 $139.7M
RiverFront Investment Group, LLC 3.50% Add +1.3% 579,655 $131.1M
Mariner, LLC 0.25% Add +0.3% 563,243 $127.4M
Two Sigma Advisers, LP 0.28% Add +474.5% 547,500 $123.9M
Cambridge Investment Research Advisors, Inc. 0.45% Reduce -17.6% 543,171 $122.9M
EP Wealth Advisors, LLC 1.16% Add +3.1% 483,457 $109.4M
Bar Harbor Wealth Management 7.16% Reduce -0.8% 476,676 $107.8M
Citigroup Inc. 0.10% Reduce -41.6% 471,030 $106.6M
Advisory Alpha, LLC 4.18% Add +14.8% 468,463 $106.0M
TD Asset Management Inc 0.10% Reduce -0.7% 465,906 $105.4M
Jane Street Group, LLC 0.11% Add +19.2% 465,592 $105.3M
Two Sigma Investments, LP 0.26% Add +307.0% 462,381 $104.6M
Cwm, LLC 0.49% Add +1.4% 461,741 $104.5M
Conservest Capital Advisors, Inc. 11.26% Reduce -4.8% 501,182 $104.4M
1832 Asset Management L.P. 0.18% Reduce -0.6% 444,942 $100.7M
Provida Pension Fund Administrator 2.48% Reduce -46.5% 435,734 $98.6M
Spinnaker Trust 6.15% Reduce -0.3% 424,223 $96.0M
Assetmark, Inc. 0.29% Reduce -39.0% 411,952 $93.2M
Fifth Third Bancorp 0.35% Reduce -0.9% 402,260 $91.0M
Kestra Advisory Services, LLC 0.49% Add +8.7% 390,319 $88.3M
Gerber Kawasaki Wealth & Investment Management 4.42% Add +3.9% 389,888 $88.2M
J.Safra Asset Management Corp 8.82% Reduce -29.0% 386,403 $87.4M
MML Investors Services, LLC 0.31% Add +14.8% 336,442 $76.1M
Parker Investment Management, LLC 11.74% Reduce -1.5% 326,196 $73.8M
Phoenix Financial Ltd. 1.11% Reduce -3.1% 323,116 $73.1M
Bellwether Advisors, LLC 15.16% Add +9.8% 319,428 $72.3M
Trek Financial, LLC 5.69% Reduce -1.6% 316,648 $71.6M
GR Financial Group, LLC 15.72% Add +1.3% 315,193 $71.3M
Credit Agricole S A 0.44% Add +9416.6% 315,000 $71.3M
Wealth Enhancement Advisory Services, LLC 0.16% Add +0.8% 306,486 $69.3M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 7.73% No change 290,000 $65.6M
Wharton Business Group, LLC 3.34% Reduce -2.2% 286,230 $64.8M
GTS Securities LLC 1.33% New 283,313 $64.1M
Capital Investment Advisors, LLC 1.42% Reduce -0.8% 277,017 $62.7M
Mirae Asset Global Investments Co., Ltd. 0.31% Reduce -40.3% 276,790 $62.7M
Corient Private Wealth LP 0.11% Reduce -55.9% 275,953 $62.4M
Mercer Global Advisors Inc. 0.16% Reduce -2.2% 280,939 $59.7M
Meitav Investment House Ltd. 0.98% Reduce -42.0% 242,611 $54.9M
CoreCap Advisors, LLC 5.70% Reduce -3.8% 242,537 $54.9M
Thrivent Financial for Lutherans 0.11% Add +4.1% 241,167 $54.6M
Salomon & Ludwin, LLC 6.01% Reduce -29.1% 238,202 $53.8M
Chemung Canal Trust Co. 10.34% Reduce -12.7% 235,996 $53.4M
Full Sail Capital, LLC 3.57% Add +15.8% 234,584 $53.1M
Cornerstone Advisors, LLC 2.07% Add +18.5% 225,200 $50.9M
Old National Bancorp 1.19% Reduce -7.9% 223,729 $50.6M
Marshall Wace, LLP 0.07% Reduce -51.0% 222,505 $50.3M
Pathstone Holdings, LLC 0.23% Add +0.2% 221,698 $50.2M
Lido Advisors, LLC 0.40% Reduce -1.4% 213,813 $48.4M
Evolution Wealth Advisors, LLC 9.40% Add +1.5% 213,170 $48.2M
Main Management LLC 3.97% Add +0.4% 212,126 $48.0M
Graypoint LLC 3.25% Add +3.0% 207,418 $46.9M
Kingsview Wealth Management, LLC 1.10% Add +0.7% 205,927 $46.6M
Ashton Thomas Private Wealth, LLC 2.55% Add +1.2% 203,960 $46.1M
Foundations Investment Advisors, LLC 1.12% Add +3.2% 203,353 $46.0M
IMZ Advisory Inc 22.70% Add +5.8% 201,073 $45.5M
Creative Planning 0.05% Add +5.1% 200,641 $45.4M
Avantax Advisory Services, Inc. 0.32% Reduce -4.5% 199,199 $45.1M
Integrated Wealth Concepts LLC 0.62% Reduce -0.9% 199,018 $45.0M
Spectrum Wealth Counsel, LLC 5.53% Reduce -12.5% 193,108 $43.7M
Hollencrest Capital Management 1.91% Reduce -0.4% 192,182 $43.5M
Atria Wealth Solutions, Inc. 0.48% Reduce -13.1% 191,551 $43.3M
United Asset Strategies, Inc. 4.26% Reduce -5.1% 191,033 $43.2M
Cresset Asset Management, LLC 0.18% Reduce -12.8% 190,176 $43.0M
Comerica Bank 0.18% Reduce -0.7% 186,085 $42.1M
Walleye Capital LLC 0.48% New 184,434 $41.7M
Oppenheimer Asset Management Inc. 0.53% Add +23.6% 184,191 $41.7M
Krilogy Financial LLC 3.03% Add +12.4% 181,309 $41.0M
MAI Capital Management 0.40% Add +5.0% 178,480 $40.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.19% Add +2.5% 175,975 $39.8M
TD Waterhouse Canada Inc. 0.36% Reduce -4.5% 174,721 $39.8M
Taiyo Life Insurance Co. 3.17% No change 175,200 $39.6M
Commerce Bank 0.25% Reduce -21.4% 169,176 $38.3M
Carnegie Investment Counsel 1.19% Reduce -1.8% 169,081 $38.3M
Squarepoint Ops LLC 0.14% New 168,279 $38.1M
FMR LLC 0.00% Add +9.3% 168,046 $38.0M
Prudential Financial Inc. 0.06% Add +0.1% 166,297 $37.6M
Cercano Management LLC 0.98% New 163,086 $36.9M
Qube Research & Technologies Ltd 0.07% Reduce -60.1% 159,623 $36.1M
Stillwater Capital Advisors, LLC 5.04% Add +4.6% 159,591 $36.1M
Petredis Investment Advisors LLC 4.03% Reduce -13.6% 159,008 $36.0M
Federation des caisses Desjardins du Quebec 0.19% Add +25.2% 158,045 $35.7M
SG Americas Securities, LLC 0.22% Add +73.5% 152,393 $34.5M
Janney Capital Management LLC 2.43% Reduce -9.0% 152,297 $34.5M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 7.33% Reduce -2.8% 151,977 $34.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.36% Reduce -15.8% 150,333 $34.1M
Steward Partners Investment Advisory, LLC 0.36% Reduce -4.9% 149,091 $33.7M
First Interstate Bank 2.17% Add +12.9% 144,454 $32.7M
Symmetry Partners, LLC 1.68% Add +880.7% 144,067 $32.6M
Asset Advisors Investment Management, LLC 3.55% Add +1.2% 144,049 $32.6M
Intrua Financial, LLC 5.21% Add +15.3% 141,687 $32.1M
Alps Advisors Inc. 0.22% Reduce -3.4% 140,170 $31.7M
Dakota Wealth Management 0.75% Add +2.3% 139,883 $31.6M
Tocqueville Asset Management L.P. 0.52% Reduce -0.3% 139,615 $31.6M
Peapack Gladstone Financial Corp. 0.48% Add +1.6% 138,637 $31.4M
Susquehanna International Group, LLP 0.05% Reduce -12.2% 135,709 $30.7M
Spire Wealth Management 1.08% Add +1.5% 135,429 $30.6M
Cavalier Investments, LLC 9.39% Add +39.7% 134,817 $30.5M
J. Goldman & Co LP 1.12% Reduce -40.1% 133,682 $30.2M
Brave Asset Management Inc. 7.68% Add +0.2% 133,290 $30.2M
Cibc World Market Inc. 0.07% Reduce -28.0% 130,448 $29.5M
Robertson Stephens Wealth Management, LLC 1.54% Reduce -22.4% 129,981 $29.4M
First Horizon Advisors, Inc. 0.88% Reduce -0.9% 127,999 $29.0M
NWF Advisory Services Inc. 4.47% Add +1.6% 124,012 $28.1M
WBH Advisory Inc. 2.83% Add +0.8% 123,774 $28.0M
Sanctuary Advisors, LLC 0.20% — 138,778 $27.7M
Yarbrough Capital, LLC 1.15% No change 122,040 $27.6M
Biltmore Wealth Management, LLC 11.96% Reduce -0.8% 122,020 $27.6M
Martin & Co. Inc. 6.94% Reduce -0.6% 121,941 $27.6M
IHT Wealth Management, LLC 1.02% Reduce -2.4% 120,727 $27.3M
Citizens Financial Group Inc. 0.60% Add +526.1% 120,153 $27.2M
Tower Research Capital LLC (TRC) 0.46% Add +628684.2% 119,469 $27.0M
Black Swift Group, LLC 6.20% Add +1.0% 118,555 $26.8M
Advisory Services Network, LLC 0.55% Reduce -3.2% 118,361 $26.8M
ARS Wealth Advisors Group, LLC 3.47% Reduce -0.3% 118,260 $26.8M
DAVENPORT & Co LLC 0.17% Reduce -1.0% 117,979 $26.7M
Gratus Wealth Advisors, LLC 4.59% Reduce -2.4% 120,464 $26.6M
Strategic Point Investment Advisors, LLC 4.76% Reduce -0.5% 117,448 $26.6M
Concurrent Investment Advisors, LLC 0.88% Add +5.3% 117,186 $26.5M
Bailard, Inc. 0.73% Reduce -2.7% 116,881 $26.4M
Clarity Financial LLC 3.97% Reduce -0.5% 116,704 $26.4M
Ayalon Insurance Comp Ltd. 8.64% Reduce -5.4% 116,031 $26.3M
Vickerman Investment Advisors, Inc. 8.28% Reduce -29.7% 113,985 $25.8M
Old Mission Capital LLC 0.67% Add +2481.4% 113,580 $25.7M
Rothschild Capital Partners, LLC 7.32% Add +3.6% 113,248 $25.6M
Baird Financial Group, Inc. 0.05% Reduce -15.1% 112,120 $25.4M
M&T Bank Corp 0.09% Reduce -1.8% 111,781 $25.3M
Northeast Financial Consultants Inc 1.16% Reduce -0.6% 111,201 $25.2M
Oakworth Capital, Inc. 1.82% Reduce -0.6% 109,808 $24.8M
Balyasny Asset Management L.P. 0.07% Add +80.6% 109,796 $24.8M
Fairfield Financial Advisors, LTD 7.26% — 108,761 $24.6M
Buffington Mohr McNeal 4.26% Reduce -0.4% 107,307 $24.3M
RFG Advisory, LLC 0.79% Add +14.6% 106,712 $24.1M
AlphaStar Capital Management, LLC 2.23% Add +52.1% 106,494 $24.1M
Long Run Wealth Advisors, LLC 6.06% Add +14.4% 105,890 $24.0M
McKinley Carter Wealth Services, Inc. 1.52% Reduce -1.7% 105,756 $23.9M
Wealthfront Advisers LLC 0.08% Add +8.8% 105,297 $23.8M
Tiaa Trust, National Association 0.07% Add +46.8% 103,916 $23.5M
High Note Wealth, LLC 7.17% Reduce -1.3% 103,798 $23.5M
Essex LLC 5.24% Add +2.0% 103,501 $23.4M
Callan Capital, LLC 1.89% Add +1.8% 101,411 $22.9M
Associated Banc-Corp 0.71% Reduce -1.8% 101,256 $22.9M
Privium Fund Management (UK) Ltd 8.87% Add +12.3% 97,965 $22.7M
Premier Path Wealth Partners, LLC 3.87% Add +2.3% 100,498 $22.7M
Exchange Traded Concepts, LLC 0.58% Reduce -47.7% 100,006 $22.6M
Transform Wealth, LLC 1.70% Add +4372.9% 99,969 $22.6M
Roble, Belko & Company, Inc 3.78% Reduce -2.1% 99,921 $22.6M
Millennium Management 0.02% Reduce -75.7% 99,619 $22.5M
Bank Hapoalim BM 3.29% Add +39.1% 98,070 $22.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% New 97,965 $22.2M
Capital Fund Management S.A. 0.25% Reduce -62.1% 97,525 $22.1M
Joel Isaacson & Co., LLC 1.16% Reduce -0.0% 97,332 $22.0M
Atlas Capital Advisors Inc. 2.86% Add +2.6% 97,188 $22.0M
J.W. Cole Advisors, Inc. 1.03% Reduce -1.0% 97,022 $21.9M
Tiff Advisory Services, LLC 7.49% Reduce -40.9% 96,003 $21.7M
NewEdge Advisors, LLC 0.16% Add +53.5% 95,471 $21.6M
Mizuho Bank, Ltd. 5.10% New 95,000 $21.5M
Allspring Global Investments Holdings, LLC 0.03% Reduce -27.6% 93,649 $21.2M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.91% Reduce -46.8% 93,673 $21.2M
Tiller Private Wealth, Inc. 9.29% Add +3.4% 93,594 $21.2M
Cerity Partners LLC 0.06% Add +1.6% 92,799 $21.0M
Composition Wealth, LLC 0.51% Reduce -3.0% 92,529 $20.9M
Park Avenue Securities LLC 0.26% Add +23.5% 92,492 $20.9M
Forbes J M & Co. LLP 2.06% Reduce -0.6% 88,753 $20.1M
Innealta Capital, LLC 6.64% Reduce -7.6% 88,417 $20.0M
Secure Asset Management, LLC 3.71% Reduce -4.9% 86,382 $19.5M
AMG National Trust Bank 0.53% Add +49.4% 86,381 $19.5M
Atria Investments, Inc 0.25% Add +0.4% 85,084 $19.2M
Financial Counselors Inc. 0.31% Reduce -2.5% 84,856 $19.2M
Klingenstein Fields & Co. LP 0.78% Reduce -11.5% 83,722 $18.9M
Mendel Capital Management LLC 12.16% Reduce -2.1% 83,144 $18.8M
B. Riley Wealth Advisors, Inc. 0.47% Add +50.6% 81,230 $18.4M
Bristlecone Advisors, LLC 1.54% Reduce -2.4% 79,938 $18.1M
Blair William & Co. 0.06% Add +8.5% 79,659 $18.0M
Sykon Capital LLC 6.76% Reduce -9.4% 79,175 $17.9M
Orange Investment Advisors, Inc. 2.32% Add +0.6% 94,543 $17.8M
Independent Financial Group, LLC 0.71% Reduce -0.3% 78,831 $17.8M
NewSquare Capital LLC 1.53% Add +2.9% 80,542 $17.8M
Rezny Wealth Management, Inc. 4.73% Add +5.3% 78,110 $17.7M
Fox Financial, Inc 16.16% Reduce -5.3% 77,491 $17.5M
Asset Management One Co., Ltd. 0.07% Reduce -44.1% 77,400 $17.5M
Stratos Wealth Partners, LTD. 0.28% Reduce -0.7% 76,935 $17.4M
Ameritas Advisory Services, LLC 0.65% Reduce -2.5% 76,493 $17.3M
Keybank National Association 0.07% Reduce -1.3% 76,226 $17.2M
Q3 Asset Management 3.91% Add +1656.0% 78,616 $17.2M
Visionary Wealth Advisors 1.12% Add +2.6% 75,907 $17.2M
Pallas Capital Advisors LLC 0.77% Add +2.8% 75,805 $17.0M
State of Tennessee, Department of Treasury 0.06% Reduce -2.1% 74,471 $16.8M
Adams Diversified Equity Fund, Inc. 0.57% New 74,400 $16.8M
Focus Financial Network, Inc. 0.71% Add +0.1% 74,522 $16.7M
Nations Financial Group Inc, /Ia/ 1.36% Add +4.0% 73,475 $16.6M
Pittenger & Anderson Inc. 0.68% Reduce -0.0% 73,206 $16.6M
Centaurus Financial, Inc. 1.10% Reduce -5.4% 73,045 $16.5M
Leuthold Group, LLC 1.91% Reduce -10.8% 73,017 $16.5M
Founders Financial Securities LLC 1.56% Add +21.6% 72,856 $16.5M
Ciovacco Capital Management LLC 10.58% Reduce -5.3% 72,534 $16.4M
NINE MASTS CAPITAL Ltd 7.35% New 72,200 $16.3M
Allworth Financial LP 0.10% Add +1.6% 72,919 $16.1M
Sequent Asset Management, LLC 8.06% Reduce -0.1% 70,786 $16.0M
Mutual Advisors, LLC 0.48% Reduce -30.1% 73,825 $15.9M
Quantinno Capital Management LP 0.28% Add +36.9% 69,653 $15.8M
Marks Wealth, LLC 6.95% New 69,622 $15.8M
StoneX Group Inc. 1.25% Add +47.3% 69,061 $15.6M
Integrated Advisors Network LLC 0.80% Add +4.2% 68,680 $15.5M
Allianz SE 0.46% No change 68,455 $15.5M
Oppenheimer & Co. Inc. 0.25% Add +4.4% 68,306 $15.5M
Onyx Bridge Wealth Group LLC 2.52% Add +7.3% 67,910 $15.4M
Fiera Capital Corp 0.05% Add +0.4% 67,786 $15.3M
Simmons Bank 1.16% Reduce -3.0% 67,715 $15.3M
Circle Wealth Management, LLC 0.34% Reduce -7.1% 65,484 $14.8M
Camarda Financial Advisors, LLC 5.76% Reduce -0.2% 64,770 $14.7M
Montag A & Associates Inc. 0.73% Reduce -2.5% 64,110 $14.5M
Tamar Securities, LLC 2.34% Add +1.9% 63,731 $14.4M
Destiny Wealth Partners, LLC 2.59% Reduce -8.9% 63,611 $14.4M
Tsfg, LLC 3.34% Reduce -3.3% 63,206 $14.3M
Cornerstone Wealth Group, LLC 1.26% Reduce -4.5% 62,672 $14.2M
Money Concepts Capital Corp. 1.19% Add +6.3% 62,368 $14.1M
Sepio Capital, LP 1.24% Reduce -2.3% 59,850 $13.5M
Advisors Preferred, LLC 2.34% Reduce -78.3% 59,313 $13.5M
McMorgan & Co. LLC 2.13% Reduce -2.1% 59,360 $13.4M
Horizon Investments, LLC 0.37% Add +10.0% 58,769 $13.3M
Synovus Financial Corp. 0.18% Add +0.5% 58,601 $13.3M
Apollon Financial, LLC 4.28% Add +3.1% 58,501 $13.2M
Great Lakes Advisors, LLC 0.12% Reduce -3.5% 58,301 $13.2M
Certuity, LLC 1.05% Reduce -1.0% 57,879 $13.1M
MV Capital Management, Inc. 1.47% Reduce -3.9% 57,833 $13.1M
Tucker Asset Management LLC 2.89% Add +4.0% 57,774 $13.1M
Schnieders Capital Management LLC 2.65% Reduce -1.5% 57,597 $13.0M
AE Wealth Management LLC 0.13% Add +116.6% 57,232 $12.9M
Trust Co 1.67% Reduce -0.1% 57,039 $12.9M
Great Valley Advisor Group, Inc. 0.36% Reduce -10.9% 56,854 $12.9M
Prime Capital Investment Advisors, LLC 0.19% Reduce -8.4% 56,716 $12.8M
Orion Porfolio Solutions, LLC 0.14% Reduce -12.5% 56,712 $12.8M
Orion Portfolio Solutions, LLC 0.14% Reduce -12.5% 56,712 $12.8M
Tidal Investments LLC 0.18% Add +997.7% 56,608 $12.8M
Freedom Investment Management, Inc. 1.05% Reduce -3.7% 56,538 $12.8M
Axxcess Wealth Management, LLC 0.35% Add +45.1% 56,525 $12.8M
Toth Financial Advisory Corp. 1.60% Reduce -1.1% 55,783 $12.6M
Sigma Planning Corp 0.40% Reduce -3.8% 55,168 $12.5M
Rockland Trust Co. 0.66% Reduce -2.2% 55,098 $12.5M
Envestnet Portfolio Solutions, Inc. 0.04% Add +5.8% 54,426 $12.3M
TCV Trust & Wealth Management, Inc. 1.16% Reduce -1.8% 53,956 $12.2M
Benjamin F. Edwards & Company, Inc. 0.21% Add +1.6% 53,867 $12.2M
Anfield Capital Management, LLC 5.91% Add +19.1% 53,754 $12.2M
James Investment Research, Inc. 1.40% Reduce -0.4% 52,109 $11.8M
First Trust Investment Solutions L.P. 1.66% Reduce -12.1% 52,097 $11.8M
Stephens Inc. 0.18% Reduce -17.7% 51,905 $11.7M
Lodestar Private Asset Management LLC 1.61% Reduce -0.1% 51,865 $11.7M
Legacy Advisors, LLC 1.42% Add +0.8% 51,536 $11.7M
Venture Visionary Partners LLC 0.54% Add +1.0% 51,491 $11.7M
Affinity Capital Advisors, LLC 2.44% Add +8.9% 51,337 $11.6M
WCG Wealth Advisors LLC 0.86% Add +13.1% 51,308 $11.6M
HSBC Holdings PLC 0.01% Add +16.3% 51,250 $11.6M
Zurich Insurance Group Ltd 0.10% Reduce -66.9% 56,194 $11.6M
Venturi Wealth Management, LLC 0.69% Reduce -3.4% 51,142 $11.6M
Western Wealth Management, LLC 0.86% Add +5.4% 50,987 $11.5M
Elevation Point Wealth Partners, LLC 0.91% Reduce -14.4% 50,957 $11.5M
Fifth Third Securities, Inc. 1.06% Add +55.9% 50,914 $11.5M
Bartlett & Co. Wealth Management LLC 0.17% Reduce -0.8% 50,902 $11.5M
Merit Financial Group, LLC 0.25% Reduce -1.3% 50,765 $11.5M
Schorn Wealth LLC 4.03% Add +12.3% 49,784 $11.3M
Spirepoint Private Client, LLC 1.59% Add +5.1% 49,712 $11.2M
National Bank of Canada 0.02% Reduce -1.3% 49,488 $11.2M
Sowell Financial Services LLC 0.53% Reduce -0.1% 49,147 $11.1M
Beacon Pointe Advisors, LLC 0.13% Reduce -6.2% 48,828 $11.0M
D.A. Davidson & Co. 0.10% Reduce -2.3% 48,617 $11.0M
Transcend Capital Advisors, LLC 0.80% Add +1.9% 48,618 $11.0M
CIBC Private Wealth Group LLC 0.02% Reduce -1.3% 46,600 $10.9M
AlphaMark Advisors, LLC 3.77% Reduce -5.6% 47,976 $10.9M
Ameraudi Asset Management, Inc. 4.90% Reduce -0.3% 47,538 $10.8M
Bank of New York Mellon Corp 0.00% Reduce -5.8% 47,417 $10.7M
Measured Wealth Private Client Group, LLC 3.76% Add +13.8% 47,275 $10.7M
Harrell Investment Partners, LLC 3.10% Add +0.9% 47,191 $10.7M
Cypress Capital Group 1.28% Reduce -0.5% 47,184 $10.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +2.4% 47,091 $10.7M
Symmetry Investments LP 1.32% Add +243.8% 46,711 $10.6M
CX Institutional 0.50% Reduce -6.4% 46,678 $10.6M
Court Place Advisors, LLC 3.31% Reduce -2.1% 46,678 $10.6M
NewEdge Wealth, LLC 0.22% Reduce -8.4% 45,807 $10.4M
Ferguson Wellman Capital Management, Inc. 0.21% Reduce -4.6% 45,463 $10.3M
TCP Asset Management, LLC 2.60% Add +3.0% 45,441 $10.3M
Apexium Financial, LP 0.72% Add +4.4% 44,563 $10.1M
Franklin Resources Inc. 0.00% Add +1.3% 44,138 $10.0M
Quantitative Strategies, Inc. 5.69% Reduce -1.3% 44,057 $10.0M
Victory Financial Group, LLC 4.62% Add +11.3% 43,688 $9.9M
Mesirow Financial Investment Management, Inc. 0.22% Add +2.5% 43,376 $9.8M
Florida Financial Advisors, LLC 5.87% Reduce -3.7% 43,264 $9.8M
Bfsg, LLC 1.23% Add +0.8% 42,887 $9.7M
Nelson Capital Management, LLC 1.71% Add +1.8% 42,653 $9.6M
Cooksen Wealth, LLC 9.73% Add +5.0% 42,638 $9.6M
Evercore Wealth Management, LLC 0.15% Reduce -0.3% 42,618 $9.6M
Private Advisory Group LLC 1.25% Add +62.5% 42,125 $9.5M
First National Bank of Hutchinson 6.05% Reduce -0.8% 41,868 $9.5M
Trinity Wealth Management, LLC 4.71% Add +3.0% 41,749 $9.4M
ARS Investment Partners, LLC 0.90% Add +1.6% 41,416 $9.4M
Toronto Dominion Bank 0.01% Reduce -24.2% 41,382 $9.4M
IFP Advisors, Inc 0.37% Add +184.5% 41,217 $9.3M
Eastern Bank 0.37% Reduce -4.6% 41,008 $9.3M
MontVue Capital Management, Inc. 7.35% Reduce -1.8% 40,831 $9.2M
Transamerica Financial Advisors, LLC 0.98% No change 40,674 $9.2M
Chesapeake Wealth Management 3.34% Add +6.5% 40,657 $9.2M
United Capital Financial Advisors, LLC 0.08% Reduce -8.1% 40,499 $9.2M
Shepherd Financial Partners LLC 1.18% Add +0.3% 40,373 $9.1M
Vertex Planning Partners, LLC 2.37% Add +3.6% 40,356 $9.1M
TrinityPoint Wealth, LLC 1.43% Add +2.8% 40,355 $9.1M
Snider Financial Group 3.50% Reduce -6.0% 40,070 $9.1M
Gladstone Institutional Advisory LLC 0.47% Add +42.2% 40,002 $9.0M
Kentucky Farm Bureau Mutual Insurance Co 2.06% No change 40,000 $9.0M
Tritonpoint Wealth, LLC 0.87% Add +0.2% 39,976 $9.0M
Buska Wealth Management, LLC 3.59% Add +14.4% 39,832 $9.0M
Scotia Capital Inc. 0.05% Reduce -5.7% 39,622 $9.0M
Kennicott Capital Management LLC 3.66% No change 38,951 $8.8M
Jones Financial Companies LLLP 0.01% Add +86.8% 38,813 $8.8M
Redhawk Wealth Advisors, Inc. 1.34% Reduce -3.7% 38,733 $8.8M
Private Wealth Advisors, LLC 3.83% Add +0.0% 38,438 $8.8M
One Charles Private Wealth Services, LLC 3.64% Add +0.6% 38,683 $8.8M
Leicht Financial Planning & Wealth Management, Inc. 4.60% Add +0.2% 38,200 $8.6M
Arkadios Wealth Advisors 0.58% Add +47.0% 38,192 $8.6M
Twin Tree Management, LP 0.25% New 38,031 $8.6M
Estate Counselors, LLC 0.94% Add +0.8% 37,875 $8.6M
Global Retirement Partners, LLC 0.27% Reduce -18.8% 37,619 $8.5M
Conscious Wealth Investments, LLC 6.11% Add +0.6% 37,769 $8.5M
Jefferies Financial Group Inc. 0.18% Add +7.2% 37,504 $8.5M
Mitsubishi UFJ Asset Management (UK) Ltd. 4.35% Add +50.6% 37,200 $8.4M
Massachusetts Wealth Management 5.63% Add +15.0% 37,091 $8.4M
O'ROURKE & COMPANY, Inc 4.72% Add +3.4% 37,061 $8.4M
Convergence Financial, LLC 2.21% Reduce -0.8% 37,025 $8.4M
SkyOak Wealth, LLC 1.95% Reduce -1.4% 36,979 $8.4M
Rovin Capital /Ut/ 3.47% Reduce -1.3% 36,856 $8.3M
Darwin Wealth Management, LLC 4.12% Reduce -37.5% 36,670 $8.3M
Regions Financial Corp. 0.06% Reduce -2.2% 36,423 $8.2M
Clifford Swan Investment Counsel LLC 0.31% Reduce -1.4% 36,127 $8.2M
Sandy Spring Bank 0.36% Reduce -2.2% 36,038 $8.2M
Orleans Capital Management Corp. 5.18% Reduce -5.8% 36,030 $8.2M
Raymond James Trust N.A. 0.19% Add +5.5% 35,649 $8.1M
Kestra Private Wealth Services, LLC 0.16% Reduce -0.9% 35,633 $8.1M
Stratos Wealth Advisors, LLC 0.40% Add +3.5% 35,565 $8.0M
Intrepid Financial Planning Group LLC 3.45% Reduce -1.1% 35,549 $8.0M
Etfidea, LLC 2.71% Add +0.1% 35,377 $8.0M
Theory Financial LLC 3.76% Add +2371.8% 35,173 $8.0M
Journey Advisory Group, LLC 0.95% Reduce -1.0% 35,066 $7.9M
Sage Capital Advisors,llc 2.27% Reduce -0.0% 34,917 $7.9M
Kwmg, LLC 0.85% Reduce -0.5% 34,884 $7.9M
First Merchants Corp. 0.32% Reduce -7.8% 34,855 $7.9M
Geneos Wealth Management Inc. 0.35% Reduce -10.3% 34,823 $7.9M
Prestige Wealth Management Group LLC 1.70% Reduce -3.5% 34,810 $7.9M
Kanawha Capital Management LLC 0.61% Add +0.0% 34,620 $7.8M
Concourse Financial Group Securities, Inc. 0.49% Add +72.2% 34,618 $7.8M
&partners 0.34% Add +1567.5% 34,633 $7.8M
Webster Bank, N. A. 0.85% Add +0.5% 34,264 $7.8M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.11% Reduce -45.4% 34,246 $7.7M
Roundview Capital LLC 0.61% Add +12.2% 34,215 $7.7M
United Bank 3.86% Reduce -1.9% 34,165 $7.7M
Hobart Private Capital, LLC 2.19% Reduce -11.5% 34,059 $7.7M
Level Four Advisory Services, LLC 0.35% Add +6.3% 33,910 $7.7M
Altus Wealth Group LLC 3.84% Reduce -21.3% 33,907 $7.7M
Bokf, NA 0.14% Reduce -3.9% 33,831 $7.7M
Trilogy Capital Inc. 0.41% Add +22.7% 33,786 $7.6M
Waverly Advisors, LLC 0.15% Add +1.9% 33,490 $7.6M
Prostatis Group LLC 2.66% Add +17.8% 33,474 $7.6M
GeoWealth Management, LLC 0.33% Reduce -24.6% 33,471 $7.6M
Dynamic Advisor Solutions LLC 0.24% Reduce -2.4% 33,414 $7.6M
Cary Street Partners Investment Advisory LLC 0.30% Reduce -1.0% 33,316 $7.5M
Sage Capital Management, LLC 3.94% Reduce -0.1% 33,167 $7.5M
Flagship Harbor Advisors, LLC 0.45% Add +0.7% 33,058 $7.5M
SteelPeak Wealth, LLC 0.35% Reduce -12.7% 33,014 $7.5M
Round Rock Advisors LLC 1.82% Reduce -3.9% 32,970 $7.5M
Zullo Investment Group, Inc. 3.27% Add +0.3% 32,922 $7.4M
Brown Advisory Inc. 0.01% Add +40.8% 32,890 $7.4M
Providence First Trust Co 3.34% Add +0.5% 32,758 $7.4M
Polianta Ltd 3.72% No change 32,500 $7.4M
Donald L. Hagan, LLC 3.89% Reduce -1.9% 32,487 $7.3M
U.S. Capital Wealth Advisors, LLC 0.28% Add +3.7% 32,003 $7.2M
Loudon Investment Management, LLC 4.22% No change 31,743 $7.2M
Duncker Streett & Co. Inc. 1.38% Add +0.5% 31,629 $7.2M
Agur Provident & Training Funds Management Ltd. 2.06% No change 31,587 $7.1M
Mill Creek Capital Advisors, LLC 0.18% Add +180.3% 31,407 $7.1M
SVB Wealth LLC 0.17% Add +4.8% 31,146 $7.0M
Stockman Wealth Management, Inc. 1.23% Reduce -4.1% 31,118 $7.0M
Keel Point, LLC 0.63% Reduce -2.7% 32,676 $7.0M
Wealthcare Advisory Partners LLC 0.22% Reduce -19.1% 30,708 $6.9M
Belpointe Asset Management LLC 0.48% Add +1.1% 30,706 $6.9M
Parkside Investments, LLC 1.10% Reduce -1.6% 30,695 $6.9M
Capital Planning LLC 2.08% Add +2.7% 30,660 $6.9M
Grassi Investment Management 0.61% Add +0.2% 30,610 $6.9M
HB Wealth Management, LLC 0.08% Add +32.3% 30,589 $6.9M
L. Roy Papp & Associates, LLP 0.83% Add +1.9% 30,287 $6.9M
Soltis Investment Advisors LLC 0.72% Reduce -19.5% 30,270 $6.8M
Colony Family Offices, LLC 2.19% No change 30,134 $6.8M
Pinnacle Financial Partners Inc 0.15% Add +22.7% 30,187 $6.8M
FIL Ltd 0.01% Reduce -40.7% 29,947 $6.8M
Wedbush Securities Inc. 0.24% Add +15.2% 29,707 $6.7M
Mechanics Bank Trust Department 0.96% Reduce -2.9% 29,625 $6.7M
MMBG Investment Advisors Co. 0.71% Reduce -3.6% 29,295 $6.6M
Winthrop Advisory Group LLC 0.90% Add +3492.3% 72,565 $6.6M
Advisor OS, LLC 0.72% Add +4.2% 29,227 $6.6M
Hall Kathryn A. 1.50% No change 28,746 $6.5M
Parsons Capital Management Inc. 0.44% Add +1.6% 28,702 $6.5M
Fischer Investment Strategies, LLC 6.30% Add +18.8% 28,548 $6.5M
Baker Avenue Asset Management, LP 0.22% Add +2.6% 28,521 $6.5M
Cranbrook Wealth Management, LLC 1.59% Add +1.9% 28,503 $6.4M
Clarus Wealth Advisors 3.41% Reduce -3.5% 26,977 $6.4M
Rockingstone Advisors LLC 3.28% Reduce -1.2% 28,268 $6.4M
Quadcap Wealth Management, LLC 1.15% Add +0.9% 28,143 $6.4M
Johnson Investment Counsel Inc. 0.07% Reduce -0.4% 28,030 $6.3M
Perigon Wealth Management, LLC 0.18% Reduce -14.8% 28,021 $6.3M
Continuum Wealth Advisors, LLC 3.33% Add +11.3% 28,016 $6.3M
St. Johns Investment Management Company, LLC 3.01% Add +3.1% 28,000 $6.3M
HBW Advisory Services LLC 1.05% Add +11.5% 27,916 $6.3M
Creative Financial Designs Inc. 0.56% Add +114.7% 27,902 $6.3M
Foster Dykema Cabot & Partners, LLC 0.56% Reduce -0.4% 27,764 $6.3M
WealthShield Partners, LLC 0.95% Add +22.4% 27,694 $6.3M
Realta Investment Advisors 1.22% Add +0.7% 27,504 $6.2M
BigSur Wealth Management LLC 1.90% No change 27,500 $6.2M
Harbour Investments, Inc. 0.21% Add +5.3% 27,472 $6.2M
Spreng Capital Management, Inc. 3.19% Reduce -3.2% 27,184 $6.1M
GYL Financial Synergies, LLC 0.47% Add +28.1% 27,076 $6.1M
Dumont & Blake Investment Advisors LLC 0.87% Add +99.3% 27,067 $6.1M
Milestone Investment Advisors LLC 1.62% Reduce -2.6% 26,879 $6.1M
Financial Advocates Investment Management 0.37% Reduce -38.9% 26,631 $6.0M
Kovack Advisors, Inc. 0.66% Reduce -8.9% 26,570 $6.0M
AdvisorShares Investments LLC 1.05% Add +16.1% 26,339 $6.0M
Lowe Brockenbrough & Co. Inc. 0.40% No change 26,472 $6.0M
AdvisorNet Financial, Inc 0.54% Add +1.7% 26,411 $6.0M
Avitas Wealth Management LLC 0.87% Add +0.4% 26,210 $5.9M
NorthCoast Asset Management LLC 0.05% Add +26.1% 26,097 $5.9M
Burns J W & Co. Inc. 0.79% Add +2.1% 25,866 $5.9M
Whittier Trust Co. 0.08% Reduce -13.4% 25,861 $5.9M
Snowden Capital Advisors LLC 0.18% Add +1.4% 25,777 $5.8M
Valeo Financial Advisors, LLC 0.18% Add +27.2% 25,718 $5.8M
Sequoia Financial Advisors, LLC 0.07% Add +6.8% 25,709 $5.8M
Stonebrook Private Inc. 1.67% Add +49.5% 25,701 $5.8M
EWG Elevate Inc. 2.09% Reduce -7.1% 25,264 $5.7M
Destiny Capital Corp 3.90% Reduce -0.3% 25,251 $5.7M
Financial Freedom, LLC 3.24% Add +2.4% 25,216 $5.7M
BNC Wealth Management, LLC 2.11% Add +234.9% 25,141 $5.7M
Sound View Wealth Advisors Group, LLC 0.58% Add +12.4% 25,080 $5.7M
OneDigital Investment Advisors LLC 0.07% Add +8.0% 25,074 $5.7M
Joseph P. Lucia & Associates, LLC 2.90% Reduce -1.3% 25,044 $5.7M
Boltwood Capital Management 1.75% Reduce -1.1% 24,787 $5.6M
CENTRAL TRUST Co 0.14% Reduce -20.8% 24,778 $5.6M
Bouchey Financial Group, Ltd. 0.53% Reduce -0.9% 24,744 $5.6M
New Wave Wealth Advisors LLC 2.99% — 24,610 $5.6M
Peterson Wealth Management 3.44% Add +10.6% 24,595 $5.6M
Twin Focus Capital Partners, LLC 0.89% Add +2.6% 24,495 $5.5M
Absolute Capital Management, LLC 3.35% Add +498.9% 24,461 $5.5M
Patten & Patten Inc. 0.38% Add +0.4% 24,262 $5.5M
Innova Wealth Partners 3.92% Reduce -1.8% 24,253 $5.5M
Alliancebernstein L.P. 0.00% Reduce -25.4% 24,215 $5.5M
Capital Insight Partners, LLC 1.03% Reduce -2.1% 24,131 $5.5M
Westside Investment Management, Inc. 1.24% Reduce -2.1% 24,030 $5.4M
Banco Santander, S.A. 0.07% Add +7.9% 23,709 $5.4M
Pinnacle Associates Ltd. 0.08% Reduce -1.2% 23,651 $5.4M
WESPAC Advisors SoCal, LLC 1.34% Reduce -8.6% 23,553 $5.3M
LYNX Capital Group Ltd. 3.66% Reduce -0.1% 23,387 $5.3M
Financial Enhancement Group LLC 0.85% Reduce -6.2% 24,976 $5.3M
Stock Yards Bank & Trust Co. 0.17% Add +3.6% 23,210 $5.3M
Manchester Capital Management LLC 0.63% Add +3.6% 23,139 $5.2M
Hoylecohen, LLC 0.40% Add +0.2% 23,136 $5.2M
K.J. Harrison & Partners Inc 0.86% Add +2.3% 23,140 $5.2M
Mathes Company, Inc. 1.91% Add +3.1% 23,100 $5.2M
Capital Asset Advisory Services LLC 0.28% Add +1.4% 22,095 $5.2M
Laidlaw Wealth Management LLC 2.84% Reduce -0.5% 22,837 $5.2M
DRW Securities, LLC 0.31% Reduce -50.6% 22,440 $5.1M
Brookstone Capital Management 0.08% Reduce -24.6% 22,623 $5.1M
Yelin Lapidot Holdings Management Ltd. 0.89% No change 22,430 $5.1M
SpiderRock Advisors, LLC 0.13% Reduce -0.2% 22,383 $5.1M
PFG Advisors 0.34% Add +29.6% 22,324 $5.1M
Windsor Capital Management, LLC 1.56% Reduce -15.7% 22,324 $5.1M
Arrow Investment Advisors, LLC 4.60% Reduce -6.5% 22,302 $5.0M
Narus Financial Partners, LLC 2.03% Reduce -1.1% 22,231 $5.0M
C2C Wealth Management, LLC 4.92% Add +0.3% 22,225 $5.0M
IFG Advisory, LLC 0.32% Add +4.2% 22,148 $5.0M
Pachira Investments Inc. 4.43% Reduce -6.8% 22,118 $5.0M
Staley Capital Advisers Inc. 0.23% No change 22,000 $5.0M
First Financial Bank - Trust Division 0.49% Reduce -0.0% 21,998 $5.0M
Bank of Marin 4.29% Reduce -2.8% 21,989 $5.0M
Gallagher Fiduciary Advisors, LLC 1.11% Add +1.4% 21,852 $4.9M
Cullen Capital Management, LLC 0.06% New 21,739 $4.9M
Jmac Enterprises LLC 0.86% Add +4.2% 21,698 $4.9M
Financial Engines Advisors L.L.C. 0.01% Add +32.8% 21,682 $4.9M
JFS Wealth Advisors, LLC 0.39% Add +1.2% 21,658 $4.9M
Acorn Wealth Advisors, LLC 2.40% Add +2.3% 21,420 $4.8M
Meridian Wealth Advisors, LLC 0.86% Add +0.0% 21,332 $4.8M
RiverGlades Family Offices LLC 3.73% Reduce -1.1% 21,185 $4.8M
Edge Capital Group, LLC 0.23% Add +0.4% 21,154 $4.8M
Ieq Capital, LLC 0.06% Reduce -0.3% 21,046 $4.8M
Narwhal Capital Management 0.45% No change 21,000 $4.8M
Clay Northam Wealth Management, LLC 3.58% Reduce -0.1% 20,897 $4.7M
Institute for Wealth Management, LLC. 0.63% Add +0.2% 20,794 $4.7M
Summit Financial, LLC 0.21% Add +165.3% 20,744 $4.7M
San Luis Wealth Advisors LLC 1.12% Reduce -7.9% 20,645 $4.7M
Retireful, LLC 2.19% Reduce -1.0% 20,623 $4.7M
Okabena Investment Services Inc. 1.48% Add +0.7% 20,613 $4.7M
Point72 (DIFC) Ltd 0.41% Add +211.8% 20,596 $4.7M
Encompass More Asset Management 3.32% Add +11.5% 20,588 $4.7M
WNY Asset Management, LLC 0.61% Add +4.0% 20,507 $4.6M
Mgo One Seven LLC 0.22% Add +67.7% 20,478 $4.6M
Abbot Financial Management, Inc. 2.48% Add +0.3% 20,443 $4.6M
D.B. Root & Company, LLC 1.57% Reduce -8.1% 20,370 $4.6M
Comprehensive Wealth Management, LLC 3.36% Add +9.1% 20,345 $4.6M
Simplicity Wealth,LLC 0.10% Reduce -48.4% 20,345 $4.6M
Avior Wealth Management, LLC 0.20% Reduce -2.9% 20,327 $4.6M
Rollins Financial Advisors, LLC 0.79% Reduce -1.5% 20,326 $4.6M
Ballentine Partners, LLC 0.09% No change 20,298 $4.6M
ProVise Management Group, LLC 0.39% Reduce -3.8% 20,220 $4.6M
Wela Strategies, Inc. 2.10% Add +1.2% 19,913 $4.5M
Advisor Resource Council 5.89% Reduce -32.0% 19,800 $4.5M
ExodusPoint Capital Management, LP 0.05% New 19,597 $4.4M
Constitution Capital LLC 2.33% Add +3.3% 19,503 $4.4M
Tidemark, LLC 2.03% Add +92.2% 19,481 $4.4M
RMR Wealth Builders 0.50% Add +1.8% 19,434 $4.4M
Laurel Wealth Advisors LLC 0.77% Reduce -0.9% 19,396 $4.4M
Ledyard National Bank 0.42% Reduce -1.3% 19,318 $4.4M
Dodds Wealth, LLC 1.69% Reduce -1.1% 18,525 $4.3M
NDWM LLC 3.85% Reduce -0.1% 19,181 $4.3M
Algorithmic Investment Models, LLC 3.39% Reduce -13.3% 19,156 $4.3M
Signet Financial Management, LLC 0.58% Add +3.0% 19,071 $4.3M
Vivid Wealth Management, LLC 2.41% Reduce -26.5% 19,063 $4.3M
5th Street Advisors, LLC 2.24% Reduce -1.8% 18,936 $4.3M
Williams Jones Wealth Management, LLC. 0.05% Reduce -0.9% 18,931 $4.3M
Alterna Wealth Management, Inc. 3.75% Add +28.3% 18,926 $4.3M
PFG Investments, LLC 0.30% Reduce -41.3% 18,820 $4.3M
Bryn Mawr Trust Advisors, LLC 0.23% Reduce -2.6% 18,819 $4.3M
Shulman DeMeo Asset Management LLC 1.11% Add +1.5% 18,772 $4.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 18,767 $4.2M
NorthRock Partners, LLC 0.16% Reduce -33.1% 18,765 $4.2M
Exchange Capital Management, Inc. 0.69% Reduce -6.7% 18,647 $4.2M
Caldwell Trust Co 0.47% Add +3.9% 18,614 $4.2M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 7.75% Reduce -17.7% 18,586 $4.2M
Quadrature Capital Ltd 0.07% New 18,505 $4.2M
Canton Hathaway, LLC 1.14% Add +0.5% 18,441 $4.2M
Pine Valley Investments Ltd Liability Co 0.31% Add +110.7% 18,316 $4.1M
Valmark Advisers, Inc. 0.07% Reduce -13.5% 18,308 $4.1M
NBT Bank, N.A. 0.30% Add +21.1% 18,272 $4.1M
Evanson Asset Management, LLC 0.30% Add +4.6% 18,170 $4.1M
9258 Wealth Management, LLC 0.63% Add +0.8% 18,138 $4.1M
Pacific Sun Financial Corp 2.42% Add +0.1% 18,077 $4.1M
Horizon Financial Services, LLC 2.58% Add +14.7% 18,054 $4.1M
Larson Financial Group LLC 0.28% Add +75.6% 18,053 $4.1M
Cresta Advisors, Ltd. 2.41% Add +13.1% 17,987 $4.1M
Provident Co of the Employees of the Hebrew University LTD 4.83% Reduce -70.3% 17,922 $4.1M
St. Louis Financial Planners Asset Management, LLC 3.46% Add +6.1% 17,658 $4.0M
Forbes Financial Planning, Inc. 3.16% Reduce -0.8% 17,774 $4.0M
Jaffetilchin Investment Partners, LLC 0.34% Reduce -0.4% 17,760 $4.0M
Plimoth Trust Co. LLC 1.06% Reduce -1.1% 17,616 $4.0M
Consolidated Portfolio Review Corp 0.93% Add +13.9% 17,589 $4.0M
Capital Analysts, LLC 0.18% Add +0.9% 17,570 $4.0M
Lanark Financial, Inc. 0.36% Add +1.0% 17,541 $4.0M
Penserra Capital Management LLC 0.05% New 17,530 $4.0M
Pineridge Advisors LLC 1.35% Add +6265.1% 17,504 $4.0M
Lindbrook Capital, LLC 0.37% Reduce -12.6% 17,424 $3.9M
Afg Fiduciary Services Limited Partnership 2.76% Reduce -4.4% 17,427 $3.9M
One Wealth Map LLC 2.43% Add +0.2% 17,419 $3.9M
Roberts Wealth Advisors, LLC 1.34% Reduce -1.5% 16,729 $3.9M
Foguth Wealth Management, LLC. 1.72% Reduce -3.8% 17,289 $3.9M
Atticus Wealth Management, LLC 1.28% Reduce -7.3% 17,239 $3.9M
Diversify Advisory Services, LLC 0.21% Add +17.5% 16,620 $3.9M
Natixis Advisors, LLC 0.01% Add +22.8% 17,050 $3.9M
Heritage Wealth Advisors 0.17% No change 16,963 $3.8M
Birchcreek Wealth Management, LLC 2.16% Reduce -18.3% 16,928 $3.8M
Successful Portfolios LLC 2.62% Reduce -0.2% 16,577 $3.8M
Butensky & Cohen Financial Security, Inc. 1.19% Reduce -1.5% 16,517 $3.7M
Cornerstone Wealth Management, LLC 0.29% Add +4.8% 16,484 $3.7M
TAP Consulting, LLC 0.78% Add +27.9% 16,324 $3.7M
Patton Albertson Miller Group, LLC 0.52% Reduce -1.0% 16,160 $3.7M
Gold Investment Management Ltd. 1.54% Reduce -3.2% 16,128 $3.6M
GAMCO Investors 0.04% No change 16,075 $3.6M
Fortis Capital Advisors, LLC 1.31% Add +1.2% 16,072 $3.6M
Arlington Capital Management, Inc. 3.16% Reduce -2.6% 16,069 $3.6M
Koss-Olinger Consulting, LLC 0.34% New 16,064 $3.6M
Parallel Advisors, LLC 0.09% Add +31.7% 16,042 $3.6M
Crew Capital Management, Ltd 2.90% Reduce -9.8% 15,958 $3.6M
Brighton Jones LLC 0.12% Add +12.1% 15,954 $3.6M
Choreo, LLC 0.06% Add +82.1% 15,837 $3.6M
Colton Groome Financial Advisors, LLC 1.42% Add +2.3% 15,925 $3.6M
Fiduciary Group, LLC 0.39% Add +14.1% 15,876 $3.6M
Crestwood Advisors Group, LLC 0.07% Add +11.9% 15,790 $3.6M
Csenge Advisory Group 0.20% Reduce -20.5% 15,742 $3.6M
Cerro Pacific Wealth Advisors LLC 1.35% — 15,569 $3.5M
KKM Financial LLC 1.66% Add +4.1% 17,082 $3.5M
Regal Investment Advisors LLC 0.23% Add +6.0% 15,495 $3.5M
International Assets Investment Management, LLC 0.33% Reduce -2.6% 15,425 $3.5M
LifeSteps Financial, Inc. 2.88% Reduce -1.8% 15,424 $3.5M
First Citizens Bank & Trust Co. 0.07% Add +0.1% 15,400 $3.5M
Apollon Wealth Management, LLC 0.11% Reduce -2.7% 15,373 $3.5M
Redwood Financial Network Corp 2.91% Add +1.9% 15,310 $3.5M
Cornerstone National Bank & Trust Co 1.69% Add +6.9% 15,229 $3.4M
Hilltop Holdings Inc. 0.40% Reduce -22.4% 15,216 $3.4M
Integral Investment Advisors, Inc. 1.26% Add +39.1% 15,135 $3.4M
Aua Capital Management, LLC 2.05% Reduce -2.6% 15,067 $3.4M
Magnus Financial Group LLC 0.38% Add +6.8% 14,987 $3.4M
Chicago Partners Investment Group LLC 0.13% Add +1.8% 16,072 $3.4M
Capital Investment Advisory Services, LLC 0.35% Add +12.4% 14,858 $3.4M
Wedmont Private Capital 0.21% Add +1.3% 14,369 $3.4M
Koshinski Asset Management, Inc. 0.31% Add +41.3% 14,334 $3.4M
Investment Advisory Services Inc. /TX 1.23% Reduce -1.1% 14,820 $3.4M
Financial Insights, Inc. 0.93% Reduce -3.3% 14,780 $3.3M
Acropolis Investment Management, LLC 0.21% Reduce -0.7% 14,763 $3.3M
Keudell/Morrison Wealth Management 0.98% No change 14,748 $3.3M
FF Advisors,LLC 2.34% Add +0.6% 14,726 $3.3M
TD Private Client Wealth LLC 0.10% Reduce -15.1% 14,696 $3.3M
Insigneo Advisory Services, LLC 0.37% Add +64.3% 16,794 $3.3M
Corrado Advisors, LLC 2.15% Add +2.6% 14,668 $3.3M
Axiom Advisory, LLC 0.04% New 15,654 $3.3M
Strategic Advisors LLC 0.64% Add +48.8% 14,567 $3.3M
Select Asset Management & Trust 1.31% Add +3.5% 14,485 $3.3M
Elk River Wealth Management LLC 0.64% Add +0.0% 14,456 $3.3M
SMART Wealth LLC 1.32% Reduce -3.8% 14,427 $3.3M
Rehmann Capital Advisory Group 0.23% Add +2.3% 14,420 $3.3M
Glenview Trust Co 0.07% Reduce -0.2% 14,327 $3.2M
MKT Advisors LLC 1.61% Add +4.3% 13,824 $3.2M
Buckingham Strategic Wealth, LLC 0.03% Add +3.3% 14,185 $3.2M
Mezzasalma Advisors, LLC 1.37% Add +19.0% 14,157 $3.2M
Fiduciary Trust Co 0.05% Reduce -0.3% 14,135 $3.2M
Sendero Wealth Management, LLC 0.53% No change 14,021 $3.2M
American Money Management, LLC 0.68% Add +2.0% 14,018 $3.2M
Clearstead Advisors, LLC 0.05% Add +21.1% 14,009 $3.2M
Ehrlich Financial Group 2.49% Add +12.1% 13,962 $3.2M
Riggs Asset Managment Co. Inc. 0.94% Reduce -0.2% 13,936 $3.2M
Arrow Financial Corp 0.31% Reduce -4.7% 13,887 $3.1M
Blue Zone Wealth Advisors, LLC 1.08% Add +1.7% 13,883 $3.1M
Savvy Advisors, Inc. 1.02% Add +53.1% 13,877 $3.1M
Yoder Wealth Management, Inc. 2.03% Add +4.9% 13,843 $3.1M
Flagstar Securities, Inc. 0.85% Add +8.0% 13,692 $3.1M
Dorsey Wright & Associates 0.80% Reduce -1.0% 13,679 $3.1M
David J Yvars Group 1.94% Add +8.0% 13,674 $3.1M
Wesbanco Bank Inc. 0.12% Add +0.7% 13,609 $3.1M
E&G Advisors, LLC 0.90% Reduce -6.9% 13,563 $3.1M
GPS Wealth Strategies Group, LLC 0.46% Add +2.1% 13,552 $3.1M
IMC-Chicago, LLC 0.10% New 13,416 $3.0M
Clarity Capital Partners LLC 1.86% Reduce -0.9% 13,401 $3.0M
Lyell Wealth Management, LP 0.29% Add +10.0% 13,400 $3.0M
RVW Wealth, LLC 0.30% Add +810.7% 13,397 $3.0M
O'shaughnessy Asset Management, LLC 0.03% Add +4.1% 13,384 $3.0M
FineMark National Bank & Trust 0.11% Add +1.7% 13,317 $3.0M
First Business Financial Services, Inc. 0.32% Reduce -0.8% 13,285 $3.0M
Strategic Financial Partners, Ltd. 1.65% Add +10.0% 13,267 $3.0M
North Star Asset Management Inc. 0.14% Add +0.4% 13,170 $3.0M
Mission Wealth Management, LP 0.08% Add +5.1% 13,160 $3.0M
Sharkey, Howes & Javer 0.48% Reduce -2.2% 13,154 $3.0M
City Holding Co. 0.44% Reduce -5.7% 13,150 $3.0M
Cape Ann Savings Bank 1.84% Reduce -2.7% 13,122 $3.0M
GenTrust, LLC 0.16% Add +7.2% 13,111 $3.0M
JMG Financial Group, Ltd. 0.11% Add +7.2% 13,026 $2.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.49% Reduce -6.5% 12,994 $2.9M
Sax Wealth Advisors, LLC 0.28% Add +1.7% 12,944 $2.9M
Sigma Investment Counselors Inc. 0.18% Reduce -1.6% 12,906 $2.9M
Capital Investment Counsel, LLC 0.57% Add +42.6% 12,892 $2.9M
Retirement Income Solutions, Inc. 0.70% Add +1.1% 12,828 $2.9M
Midwest Professional Planners, LTD. 0.97% New 12,822 $2.9M
Elevated Capital Advisors, LLC 0.81% Add +2.9% 12,793 $2.9M
Ingalls & Snyder LLC 0.13% Add +2.1% 12,749 $2.9M
World Investment Advisors 0.18% Add +266.4% 12,682 $2.9M
Atlas Private Wealth Advisors 0.47% Add +106.1% 12,674 $2.9M
Fagan Associates, Inc. 0.50% Reduce -1.4% 12,654 $2.9M
Virtu Financial LLC 0.20% Reduce -69.8% 12,615 $2.9M
Pure Financial Advisors, LLC 0.08% Add +0.3% 12,612 $2.9M
Johnson Financial Group, Inc. 0.14% Add +179.6% 12,541 $2.8M
Modern Wealth Management, LLC 0.21% Add +12.3% 12,538 $2.8M
Ally Invest Advisors Inc. 0.27% Add +6.8% 12,535 $2.8M
Trifecta Capital Advisors, LLC 0.63% Add +1.2% 12,520 $2.8M
KFA Private Wealth Group, LLC 1.46% Reduce -6.7% 12,459 $2.8M
Harbour Trust & Investment Management Co 0.34% Add +2.4% 12,456 $2.8M
Sentinel Trust Co. Lba 0.34% Add +2.6% 12,308 $2.8M
Van Cleef Asset Management,Inc 0.35% Reduce -0.8% 12,300 $2.8M
Segment Wealth Management, LLC 0.21% No change 12,295 $2.8M
Channel Wealth LLC 1.00% Add +193.6% 12,238 $2.8M
Peddock Capital Advisors, LLC 0.71% Add +0.7% 12,154 $2.7M
Silver Oak Securities, Incorporated 0.41% Add +14.3% 12,145 $2.7M
Point Windward Advisors Inc. 1.13% Reduce -1.5% 12,136 $2.7M
Relyea Zuckerberg Hanson LLC 0.46% Reduce -1.0% 12,117 $2.7M
Cassaday & Co Wealth Management LLC 0.09% Add +0.4% 12,065 $2.7M
Solutions 4 Wealth, Ltd 6.18% Reduce -6.4% 12,056 $2.7M
1834 Investment Advisors Co. 0.33% No change 12,041 $2.7M
Sonata Capital Group Inc. 1.40% Add +1.1% 12,025 $2.7M
Donaldson Capital Management, LLC 0.11% Add +0.7% 12,023 $2.7M
Legacy Private Trust Co. 0.19% Reduce -0.8% 12,013 $2.7M
Kingswood Wealth Advisors, LLC 0.24% Add +82.8% 11,992 $2.7M
Fidelis Capital Partners, LLC 0.39% Add +1.5% 13,730 $2.7M
Herbst Group, LLC 1.64% Reduce -3.0% 11,951 $2.7M
Sunbelt Securities, Inc. 0.28% Reduce -0.6% 11,915 $2.7M
LCNB Corp. 1.00% No change 11,890 $2.7M
Exencial Wealth Advisors, LLC 0.10% Add +36.5% 11,830 $2.7M
CPA Asset Management Group, LLC 1.43% No change 11,777 $2.7M
Farmers & Merchants Trust Co of Chambersburg PA 1.07% Add +2.9% 11,659 $2.6M
Gsa Capital Partners LLP 0.18% Add +687.5% 11,647 $2.6M
Bank of Nova Scotia 0.01% Reduce -81.2% 11,644 $2.6M
Heartwood Wealth Advisors LLC 0.31% Add +0.1% 11,610 $2.6M
BluePointe Capital Management, LLC 1.76% Add +4.6% 11,568 $2.6M
Shelton Capital Management 0.07% No change 11,528 $2.6M
Wall Street Financial Group, Inc. 4.43% — 11,526 $2.6M
Fingerlakes Wealth Management, Inc. 2.32% Add +71.3% 11,439 $2.6M
Cullen/Frost Bankers, Inc. 0.04% Add +0.3% 11,434 $2.6M
Country Trust Bank 0.07% Reduce -3.2% 11,423 $2.6M
Ranch Capital Advisors Inc. 1.35% Reduce -0.4% 11,422 $2.6M
Prudential PLC 0.02% Reduce -56.0% 11,400 $2.6M
HUB Investment Partners, LLC 0.12% Add +1.9% 11,292 $2.6M
Richard W. Paul & Associates, LLC 0.98% Reduce -15.6% 11,275 $2.6M
Access Financial Services, Inc. 1.15% Reduce -1.5% 11,182 $2.5M
Haverford Trust Co 0.03% Add +3.2% 11,149 $2.5M
Flputnam Investment Management Co. 0.05% Add +27.3% 11,074 $2.5M
Hill Island Financial LLC 0.82% Reduce -5.8% 11,053 $2.5M
Flow Traders U.S. LLC 0.12% New 11,025 $2.5M
Townsquare Capital LLC 0.03% Reduce -0.6% 10,908 $2.5M
Chilton Capital Management LLC 0.11% Add +29.5% 10,867 $2.5M
Columbus Macro, LLC 0.95% New 10,710 $2.5M
Retirement Planning Group, LLC 0.16% Add +5.7% 10,844 $2.5M
West Financial Advisors, LLC 0.51% Add +1.8% 10,820 $2.4M
Mattern Wealth Management LLC 0.59% Reduce -0.9% 10,806 $2.4M
North Star Investment Management Corp. 0.18% Reduce -4.4% 10,789 $2.4M
Fort Point Capital Partners LLC 0.31% Add +1.6% 10,772 $2.4M
Manhattan West Asset Management, LLC 0.66% Add +193.9% 10,744 $2.4M
Whittier Trust Co. of Nevada Inc. 0.07% Reduce -8.5% 10,737 $2.4M
Pettyjohn, Wood & White, Inc. 0.47% Add +2.3% 10,721 $2.4M
Householder Group Estate & Retirement Specialist, LLC 0.68% Add +6.0% 10,634 $2.4M
Analyst IMS Investment Management Services Ltd. 0.10% Add +123.6% 10,620 $2.4M
Laraway Financial Advisors Inc 2.05% Reduce -2.3% 10,610 $2.4M
Syon Capital LLC 0.22% Add +0.2% 10,588 $2.4M
Summit Trail Advisors, LLC 0.06% Add +5.0% 10,567 $2.4M
AAFMAA Wealth Management & Trust LLC 1.17% New 10,545 $2.4M
JSF Financial, LLC 0.73% Reduce -1.0% 10,544 $2.4M
Capital Advisors Inc. 0.05% Add +1.1% 10,526 $2.4M
3EDGE Asset Management, LP 0.19% Add +159.4% 10,517 $2.4M
BlackDiamond Wealth Management, LLC 1.56% Add +3.4% 11,620 $2.4M
Manufacturers Life Insurance Company, The 0.00% New 10,500 $2.4M
USAdvisors Wealth Management, LLC 0.83% Reduce -66.3% 10,485 $2.4M
Hudson Value Partners, LLC 1.00% Add +4.5% 10,447 $2.4M
Rothschild Wealth LLC 0.77% Reduce -0.5% 10,445 $2.4M
Appleton Partners Inc. 0.18% Reduce -2.3% 10,422 $2.4M
Latitude Advisors, LLC 1.44% Reduce -51.8% 10,391 $2.4M
First National Trust Co 0.10% Add +11.0% 10,317 $2.3M
Balboa Wealth Partners 0.62% Add +20.0% 10,315 $2.3M
Bragg Financial Advisors, Inc 0.10% Reduce -1.8% 10,233 $2.3M
Lynch & Associates 0.52% Reduce -0.2% 10,224 $2.3M
Smartleaf Asset Management LLC 0.38% Add +4.0% 10,206 $2.3M
Lion Street Advisors, LLC 0.85% Reduce -16.1% 10,184 $2.3M
Ashton Thomas Securities, LLC 0.56% — 9,732 $2.3M
Forum Financial Management, LP 0.04% Add +37.9% 10,126 $2.3M
WASHINGTON TRUST Co 0.08% Reduce -1.9% 10,125 $2.3M
AQR Capital Management 0.00% Add +136.2% 10,105 $2.3M
Claro Advisors Inc. 0.36% Add +35.0% 10,084 $2.3M
LVM Capital Management Ltd. 0.26% Add +0.7% 10,083 $2.3M
Marcum Wealth, LLC 0.23% Reduce -4.0% 10,041 $2.3M
Empower Advisory Group, LLC 0.01% Add +5.6% 10,017 $2.3M
Cladis Investment Advisory, LLC 1.64% No change 10,016 $2.3M
Cornerstone Advisory, LLC 0.32% Add +0.5% 10,011 $2.3M
Mission Creek Capital Partners, Inc. 0.57% Reduce -1.2% 9,985 $2.3M
Private Portfolio Partners LLC 1.84% Add +1.3% 9,967 $2.3M
Contravisory Investment Management, Inc. 0.50% Reduce -6.5% 9,965 $2.3M
Leslie Global Wealth, LLC 1.31% — 9,937 $2.2M
Verum Partners LLC 0.72% Add +1.3% 9,878 $2.2M
Deutsche Bank AG 0.00% Reduce -18.8% 9,861 $2.2M
Adirondack Trust Co. 0.91% Add +3.0% 9,819 $2.2M
Sequent Planning LLC 0.76% Reduce -2.9% 9,732 $2.2M
Interactive Financial Advisors, Inc. 1.22% Add +3.2% 9,765 $2.2M
MTM Investment Management, LLC 0.90% Add +1.2% 9,675 $2.2M
Rwa Wealth Partners, LLC 0.03% Reduce -0.5% 9,629 $2.2M
Braun-Bostich & Associates Inc. 1.61% Add +68.5% 9,548 $2.2M
Fisher Asset Management 0.00% Reduce -2.3% 9,547 $2.2M
Prospera Financial Services Inc 0.06% Reduce -27.8% 9,531 $2.2M
Pitcairn Co. 0.13% No change 9,534 $2.2M
Verus Capital Partners, LLC 0.22% Add +14.5% 9,519 $2.2M
Seven Springs Wealth Group, LLC 0.86% No change 9,512 $2.2M
Saxon Interests, Inc. 1.02% Reduce -2.2% 9,503 $2.1M
Colonial River Investments, LLC 1.15% Add +0.9% 9,421 $2.1M
Novare Capital Management LLC 0.19% Reduce -9.0% 9,371 $2.1M
PEAK6 Investments LLC 0.10% New 9,322 $2.1M
jvl associates llc 0.84% Reduce -0.1% 9,316 $2.1M
Prosperity Wealth Management, Inc. 1.04% Reduce -9.8% 9,311 $2.1M
Horizon Family Wealth, Inc. 1.59% Reduce -0.0% 9,228 $2.1M
First Heartland Consultants, Inc. 0.21% Add +1.3% 9,187 $2.1M
Verdence Capital Advisors LLC 0.18% Reduce -1.5% 9,179 $2.1M
Peoples Bank 1.61% Add +24.1% 9,143 $2.1M
Mma Asset Management LLC 0.96% Reduce -40.4% 9,058 $2.0M
Centennial Bank 1.00% Reduce -0.6% 9,032 $2.0M
Financial Sense Advisors, Inc. 0.64% Add +1.2% 8,984 $2.0M
Future Financial Wealth Managment LLC 1.78% Reduce -1.8% 8,953 $2.0M
Ancora Advisors LLC 0.05% Reduce -1.0% 8,858 $2.0M
Principal Securities, Inc. 0.05% Reduce -6.1% 8,802 $2.0M
VCI Wealth Management LLC 0.98% Reduce -7.9% 8,747 $2.0M
Ifrah Financial Services, Inc. 0.56% Reduce -4.5% 8,742 $2.0M
Naples Money Management LLC 1.68% Add +2.2% 8,657 $2.0M
Avantax Planning Partners, Inc. 0.06% No change 8,713 $2.0M
Glass Jacobson Investment Advisors llc 0.72% Reduce -2.2% 8,704 $2.0M
Acima Private Wealth, LLC 0.72% No change 8,701 $2.0M
Focus Partners Advisor Solutions, LLC 0.05% Add +0.6% 8,642 $2.0M
Calton & Associates, Inc. 0.98% Add +2.1% 8,640 $2.0M
Man Group plc 0.01% Add +19.9% 8,631 $2.0M
Windham Capital Management, LLC 1.52% No change 8,577 $1.9M
Tompkins Financial Corp. 0.20% Reduce -0.6% 8,560 $1.9M
Parkside Advisors LLC 0.49% No change 8,507 $1.9M
Greenleaf Trust 0.02% Add +4.7% 8,504 $1.9M
Principle Wealth Partners LLC 0.15% Reduce -0.5% 8,473 $1.9M
SeaCrest Wealth Management, LLC 0.22% Add +5.7% 8,467 $1.9M
Moss Adams Wealth Advisors LLC 0.27% Reduce -8.0% 8,466 $1.9M
Meridian Wealth Management, LLC 0.23% New 8,462 $1.9M
Moneco Advisors, LLC 0.28% Add +11.2% 8,383 $1.9M
Searle & Co. 0.44% Add +3.4% 8,376 $1.9M
Strategic Blueprint, LLC 0.13% Add +10.1% 8,365 $1.9M
OneAscent Financial Services LLC 0.26% Add +0.3% 8,356 $1.9M
Equitable Trust Co. 0.13% No change 8,338 $1.9M
Susquehanna International Group Ltd. 0.47% New 8,324 $1.9M
Sheaff Brock Investment Advisors, LLC 0.17% Reduce -3.5% 8,290 $1.9M
Berger Financial Group, Inc 0.15% Reduce -18.0% 8,274 $1.9M
Baron Silver Stevens Financial Advisors, LLC 0.36% No change 8,252 $1.9M
XML Financial, LLC 0.19% Add +5.2% 8,242 $1.9M
Occidental Asset Management, LLC 0.32% Add +45.6% 8,177 $1.8M
Correct Capital Wealth Management 0.43% Reduce -48.7% 8,151 $1.8M
626 Financial, LLC 1.07% Reduce -5.9% 8,142 $1.8M
Blue Chip Partners, LLC 0.17% Add +0.2% 8,135 $1.8M
Private Trust Co. NA 0.20% Reduce -1.9% 8,126 $1.8M
DDD Partners, LLC 0.21% Add +3.5% 8,093 $1.8M
Lodge Hill Capital, LLC 0.57% New 8,000 $1.8M
CreativeOne Wealth, LLC 0.09% Reduce -44.3% 7,996 $1.8M
Mairs & Power Inc. 0.02% Reduce -5.4% 7,989 $1.8M
Fullerton Fund Management Co Ltd. 0.08% Reduce -64.8% 7,980 $1.8M
Rappaport Reiches Capital Management, LLC 0.53% Add +14.9% 7,951 $1.8M
Oxinas Partners, LLC 1.20% Reduce -9.2% 7,944 $1.8M
Cabana LLC 8.21% Add +618.6% 7,926 $1.8M
Wealthgarden F.S. LLC 1.89% — 7,917 $1.8M
Dai-ichi Life Holdings, Inc. 2.11% New 7,900 $1.8M
Per Stirling Capital Management, LLC. 0.29% Add +344.4% 7,892 $1.8M
SkyView Investment Advisors, LLC 0.32% No change 7,790 $1.8M
Salem Investment Counselors Inc. 0.06% Add +0.7% 7,774 $1.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -5.0% 7,734 $1.7M
QRG Capital Management, Inc. 0.02% Reduce -5.8% 7,639 $1.7M
Bradley Foster & Sargent Inc. 0.03% Add +0.1% 7,626 $1.7M
Perennial Investment Advisors, LLC 0.25% Add +3.2% 7,608 $1.7M
Bleakley Financial Group, LLC 0.05% Reduce -11.3% 7,584 $1.7M
Moneta Group Investment Advisors LLC 0.03% Add +14.8% 7,571 $1.7M
Ascent Group, LLC 0.14% Reduce -39.2% 7,559 $1.7M
Good Life Advisors, LLC 0.14% Reduce -19.8% 7,552 $1.7M
Waterloo Capital, L.P. 0.21% Add +9.6% 7,551 $1.7M
Prosperity Consulting Group, LLC 0.23% Reduce -9.6% 7,525 $1.7M
Phillips Wealth Planners LLC 1.79% Add +0.2% 7,153 $1.7M
AlphaQ Advisors LLC 5.02% Reduce -37.6% 7,503 $1.7M
McGuire Investment Group, LLC 0.24% Add +0.8% 7,501 $1.7M
Optas, LLC 0.44% No change 7,489 $1.7M
West Coast Financial LLC 0.20% No change 7,475 $1.7M
Zacks Investment Management 0.02% Add +12.5% 7,456 $1.7M
Fragasso Financial Advisors Inc 0.14% Reduce -12.9% 7,446 $1.7M
M3 Advisory Group, LLC 1.38% Add +21.5% 7,426 $1.7M
Moors & Cabot, Inc. 0.09% Reduce -0.3% 7,329 $1.7M
Sentinel Pension Advisors, LLC 0.34% Reduce -0.3% 7,325 $1.7M
Auxano Advisors, LLC 0.45% Add +0.0% 7,270 $1.6M
Patriot Financial Group Insurance Agency, LLC 0.24% Add +57.6% 7,229 $1.6M
Fluent Financial, LLC 0.82% New 7,222 $1.6M
World Equity Group, Inc. 0.49% Reduce -10.0% 7,221 $1.6M
Crewe Advisors LLC 0.18% Add +0.4% 7,188 $1.6M
Sharper & Granite LLC 0.78% Add +5.1% 7,183 $1.6M
Country Club Bank 0.11% Reduce -1.0% 7,108 $1.6M
Busey Bank 0.05% Reduce -0.0% 7,086 $1.6M
Alpine Global Management, LLC 0.31% New 7,061 $1.6M
German American Bancorp, Inc. 0.18% Add +6.9% 7,059 $1.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.18% Add +13.7% 7,041 $1.6M
Earned Wealth Advisors, LLC 0.60% Reduce -0.7% 7,007 $1.6M
RPg Family Wealth Advisory, LLC 0.52% Add +5.8% 7,002 $1.6M
Gilliland Jeter Wealth Management LLC 0.53% Add +0.0% 6,991 $1.6M
Whalerock Point Partners, LLC 0.42% No change 6,950 $1.6M
Castleview Partners, LLC 0.89% Reduce -13.9% 6,916 $1.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.05% Add +12.0% 6,902 $1.6M
Armor Investment Advisors, LLC 0.72% Reduce -2.1% 6,885 $1.6M
Family Asset Management, LLC 1.00% Reduce -2.8% 6,878 $1.6M
Jacobi Capital Management LLC 0.13% Add +21.2% 6,860 $1.6M
Neuberger Berman Group LLC 0.00% Add +4.1% 6,839 $1.5M
Fsa Wealth Partners, Inc. 0.42% Add +133.5% 6,824 $1.5M
Vanguard Group Inc. 0.00% No change 6,824 $1.5M
Menard Financial Group LLC 1.10% Reduce -1.7% 6,810 $1.5M
Vista Investment Management 0.62% Reduce -0.4% 6,796 $1.5M
Central Bank & Trust Co. 0.21% Reduce -1.4% 6,783 $1.5M
Jackson, Grant Investment Advisers, Inc. 0.62% Add +1.4% 6,776 $1.5M
Dorsey & Whitney Trust CO LLC 0.11% No change 6,757 $1.5M
Alaethes Wealth, LLC 0.63% Add +0.9% 6,737 $1.5M
Moloney Securities Asset Management, LLC 0.22% Reduce -5.8% 6,726 $1.5M
City Center Advisors, LLC 1.79% No change 7,274 $1.5M
First National Bank of Mount Dora, Trust Investment Services 0.36% Reduce -3.3% 6,688 $1.5M
Agate Pass Investment Management, LLC 0.80% Add +46.8% 6,630 $1.5M
United Community Bank 0.61% Reduce -2.4% 6,620 $1.5M
Black Diamond Financial, LLC 0.29% No change 6,603 $1.5M
Tradition Wealth Management, LLC 0.14% Add +1.9% 6,598 $1.5M
Fulton Breakefield Broenniman LLC 0.11% Add +0.8% 6,589 $1.5M
Argent Trust Co 0.07% Reduce -17.0% 6,580 $1.5M
Bank of New Hampshire 0.39% No change 6,555 $1.5M
Certified Advisory Corp 0.19% Add +0.3% 6,550 $1.5M
DT Investment Partners, LLC 0.13% No change 6,510 $1.5M
IAM Advisory, LLC 0.40% Add +3.7% 6,504 $1.5M
Howe & Rusling Inc. 0.13% Add +232.1% 6,490 $1.5M
Americana Partners, LLC 0.12% Add +2.2% 6,480 $1.5M
Sand Hill Global Advisors, LLC 0.07% Reduce -0.6% 6,471 $1.5M
Madden Advisory Services, Inc. 0.74% Add +0.5% 6,429 $1.5M
Menora Mivtachim Holdings LTD. 0.01% Add +28.3% 6,345 $1.4M
Hilltop National Bank 0.46% Add +5.2% 6,327 $1.4M
Beacon Bank & Trust 0.36% No change 6,318 $1.4M
Signaturefd, LLC 0.03% Reduce -16.0% 6,301 $1.4M
L.M. Kohn & Company 0.39% Add +17.4% 6,243 $1.4M
Fifth Third Wealth Advisors LLC 0.11% Add +76.2% 6,284 $1.4M
Avidian Wealth Enterprises, LLC 0.07% Add +30.0% 6,271 $1.4M
Bangor Savings Bank 0.14% Reduce -13.6% 6,261 $1.4M
Wealth Advisory Solutions, LLC 0.38% Add +2.6% 6,256 $1.4M
Monetary Management Group Inc. 0.37% Reduce -6.8% 6,230 $1.4M
Aptus Capital Advisors, LLC 0.03% Reduce -85.2% 6,226 $1.4M
Zhang Financial LLC 0.10% No change 6,214 $1.4M
Robinson Value Management, Ltd. 0.97% Reduce -11.3% 6,175 $1.4M
Goodman Advisory Group, LLC 0.41% Add +4.3% 6,140 $1.4M
Seven Mile Advisory 1.02% No change 6,130 $1.4M
M Holdings Securities, Inc. 0.18% New 6,127 $1.4M
Elm Partners Management LLC 0.11% Reduce -33.9% 6,096 $1.4M
Glen Eagle Advisors, LLC 0.25% Reduce -18.1% 6,091 $1.4M
LPWM LLC 0.48% Add +0.2% 5,872 $1.4M
Pinnacle Wealth Management Advisory Group, LLC 0.14% Reduce -1.4% 6,084 $1.4M
First United Bank & Trust 0.51% Reduce -5.8% 6,065 $1.4M
W.G. Shaheen & Associates DBA Whitney & Co 0.16% Add +0.1% 6,063 $1.4M
Legacy Edge Advisors, LLC 0.25% Reduce -7.0% 6,036 $1.4M
Aureus Asset Management, LLC 0.09% Reduce -1.5% 5,999 $1.4M
Maltin Wealth Management, Inc. 0.72% Reduce -3.8% 5,962 $1.3M
Townsend Asset Management Corp. /NC/ 0.52% Add +0.2% 5,954 $1.3M
Teamwork Financial Advisors, LLC 0.20% Add +35.3% 5,945 $1.3M
Hoese & Co LLP 1.17% New 6,399 $1.3M
Compound Planning, Inc. 0.10% Reduce -17.4% 5,937 $1.3M
Raab & Moskowitz Asset Management LLC 0.36% Reduce -2.4% 5,914 $1.3M
One Capital Management, LLC 0.05% Add +10.3% 5,911 $1.3M
Benchmark Financial Wealth Advisors, LLC 0.49% Add +3.9% 5,875 $1.3M
Capital Advisors, Ltd. LLC 0.17% Add +23.2% 5,858 $1.3M
Independent Wealth Network Inc. 0.62% Reduce -14.8% 5,844 $1.3M
National Philanthropic Trust 0.03% No change 5,805 $1.3M
Turtle Creek Wealth Advisors, LLC 0.30% Reduce -90.7% 5,789 $1.3M
KPP Advisory Services LLC 0.35% Reduce -0.1% 5,782 $1.3M
Selective Wealth Management, Inc. 0.58% Add +0.2% 5,576 $1.3M
Kaizen Financial Strategies 0.81% Add +0.0% 6,198 $1.3M
Fulcrum Equity Management 1.17% Reduce -23.6% 5,745 $1.3M
BLB&B Advisors, LLC 0.07% Reduce -14.6% 5,743 $1.3M
Valley Wealth Managers, Inc. 0.10% Reduce -3.5% 5,723 $1.3M
River Wealth Advisors LLC 0.18% Reduce -0.0% 5,688 $1.3M
Clarius Group, LLC 0.09% Add +5.1% 5,686 $1.3M
Galvin, Gaustad & Stein, LLC 0.12% Add +1.1% 5,680 $1.3M
Burke & Herbert Bank & Trust Co. 0.31% New 5,670 $1.3M
Howland Capital Management LLC 0.06% Reduce -0.2% 5,665 $1.3M
Pathway Financial Advisors LLC 0.34% No change 5,602 $1.3M
Ritholtz Wealth Management 0.04% Add +19.0% 5,602 $1.3M
Wintrust Investments LLC 0.10% Add +22.0% 5,580 $1.3M
Davis R M Inc. 0.03% Add +150.3% 5,559 $1.3M
Marco Investment Management LLC 0.12% Add +0.6% 5,541 $1.3M
NCM Capital Management, LLC 0.66% No change 5,526 $1.3M
CHICAGO TRUST Co NA 0.25% Reduce -9.8% 5,515 $1.2M
Curi Capital, LLC 0.03% Reduce -0.8% 5,489 $1.2M
1900 Wealth Management LLC 0.12% Reduce -1.6% 5,488 $1.2M
M&R Capital Management Inc. 0.30% Reduce -0.1% 5,470 $1.2M
Accurate Wealth Management, LLC 0.30% Add +30.7% 5,277 $1.2M
Wealthspire Advisors, LLC 0.02% Reduce -5.9% 5,461 $1.2M
Swmg, LLC 0.55% Add +7.0% 5,428 $1.2M
Lantern Wealth Advisors, LLC 0.89% Reduce -4.5% 5,414 $1.2M
Garde Capital, Inc. 0.08% Add +0.0% 5,404 $1.2M
Founders Financial Alliance, LLC 0.36% Add +21.6% 5,392 $1.2M
Wilson & Boucher Capital Management, LLC 0.93% Add +17.7% 5,379 $1.2M
Becker Capital Management Inc. 0.04% No change 5,374 $1.2M
First PREMIER Bank 0.33% Reduce -0.0% 5,372 $1.2M
NTV Asset Management LLC 0.17% Add +5.9% 5,368 $1.2M
Solstein Capital, LLC 0.79% Reduce -19.0% 5,359 $1.2M
Fortune Financial Advisors, LLC 0.74% Add +1.0% 5,345 $1.2M
Savant Capital, LLC 0.01% Reduce -12.9% 5,340 $1.2M
Pursue Wealth Partners LLC 0.66% No change 5,326 $1.2M
WP Advisors, LLC 0.38% Reduce -0.1% 5,277 $1.2M
Choate Investment Advisors 0.03% No change 5,265 $1.2M
Badgley Phelps Wealth Managers, LLC 0.03% Reduce -0.3% 5,235 $1.2M
Total Clarity Wealth Management, Inc. 0.41% Add +9.9% 5,201 $1.2M
Fernwood Investment Management, LLC 0.36% Reduce -2.8% 5,190 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.06% Add +0.5% 5,186 $1.2M
One Day In July LLC 0.15% Reduce -2.7% 5,183 $1.2M
Heritage Oak Wealth Advisors LLC 0.61% — 5,177 $1.2M
Capula Management Ltd 0.01% Reduce -92.3% 5,171 $1.2M
Boston Trust Walden Corp 0.01% No change 5,166 $1.2M
United Bank 0.14% No change 5,160 $1.2M
Newman Dignan & Sheerar, Inc. 0.30% Reduce -1.3% 5,159 $1.2M
McAdam, LLC 0.07% Add +8.9% 5,150 $1.2M
Ausdal Financial Partners, Inc. 0.12% Add +6.0% 5,147 $1.2M
Vontobel Holding Ltd. 0.00% Add +22.5% 5,144 $1.2M
WT Wealth Management 0.40% Reduce -3.2% 5,125 $1.2M
American Institute for Advanced Investment Management, LLP 0.88% No change 5,100 $1.2M
Noesis Capital Mangement Corp. 0.26% Reduce -1.0% 5,100 $1.2M
Biltmore Family Office, LLC 0.21% No change 5,071 $1.1M
Lebenthal Global Advisors, LLC 0.25% Reduce -0.6% 5,062 $1.1M
Modera Wealth Management, LLC 0.02% Add +0.1% 5,053 $1.1M
Element Pointe Advisors, LLC 0.29% Reduce -6.3% 5,043 $1.1M
HCR Wealth Advisors 0.16% Add +4.3% 5,039 $1.1M
Parisi Gray Wealth Management 0.41% Add +0.0% 5,027 $1.1M
Nemes Rush Group LLC 0.15% Reduce -0.8% 4,989 $1.1M
Sweeney & Michel, LLC 0.48% Reduce -6.2% 4,771 $1.1M
Main Street Financial Solutions, LLC 0.11% Add +0.8% 4,940 $1.1M
Tyche Wealth Partners LLC 0.27% Add +13.9% 4,939 $1.1M
Nvwm, LLC 0.30% Reduce -6.6% 4,921 $1.1M
Sunflower Bank, N.A. 0.26% Reduce -6.5% 4,909 $1.1M
New England Private Wealth Advisors LLC 0.19% Add +9.1% 4,903 $1.1M
Alpha Cubed Investments, LLC 0.05% Reduce -33.6% 4,871 $1.1M
Cyndeo Wealth Partners, LLC 0.09% Reduce -0.5% 4,865 $1.1M
Strategy Asset Managers LLC 0.24% Reduce -16.7% 6,325 $1.1M
Girard Partners LTD. 0.10% Reduce -4.0% 4,846 $1.1M
Schmidt P J Investment Management Inc. 0.20% No change 4,826 $1.1M
Chemistry Wealth Management LLC 0.28% Add +0.0% 4,826 $1.1M
Triangle Securities Wealth Management 0.31% Reduce -17.2% 4,825 $1.1M
Platte River Wealth Advisors, LLC 0.30% Add +4.3% 4,798 $1.1M
Greenwood Capital Associates LLC 0.14% Reduce -4.6% 4,792 $1.1M
Forvis Mazars Wealth Advisors, LLC 0.03% No change 4,766 $1.1M
Sunesis Advisors, LLC 0.64% No change 4,752 $1.1M
Source Financial Advisors LLC 0.33% Reduce -3.5% 4,752 $1.1M
First Community Trust NA 0.92% No change 4,737 $1.1M
Abbrea Capital, LLC 0.14% Reduce -23.7% 4,731 $1.1M
Altura Wealth Advisors Inc. 1.04% Add +140.4% 4,659 $1.1M
Cornerstone Capital, Inc. 0.11% Reduce -26.8% 4,650 $1.1M
Quadrant Private Wealth Management, LLC 0.24% Add +0.1% 4,631 $1.0M
Annex Advisory Services, LLC 0.04% Reduce -3.2% 4,626 $1.0M
Lwmg, LLC 0.22% No change 4,616 $1.0M
Sapient Capital LLC 0.02% Add +3.9% 4,607 $1.0M
Westmount Partners, LLC 0.34% Add +148.8% 4,561 $1.0M
UMB Bank, n.a. 0.02% Reduce -28.8% 4,590 $1.0M
Harbor Investment Advisory, LLC 0.11% Add +0.1% 4,575 $1.0M
Whitaker-Myers Wealth Managers, LTD. 0.38% Add +14.8% 4,566 $1.0M
Wealthspire Retirement, LLC 0.09% Add +17.9% 4,559 $1.0M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.40% No change 4,900 $1.0M
Edgestream Partners, L.P. 0.05% Reduce -62.5% 4,528 $1.0M
BIP Wealth, LLC 0.08% Reduce -11.4% 4,521 $1.0M
Collaborative Wealth Managment Inc. 0.50% Add +1.9% 4,516 $1.0M
Athena Investment Management 0.62% No change 4,510 $1.0M
Peak Planning Group, LLC 0.50% Add +4.9% 4,499 $1.0M
Bluespring Wealth Management, LLC 0.11% Reduce -12.5% 4,498 $1.0M
Private Client Services, LLC 0.64% Add +2.0% 4,477 $1.0M
MWA Asset Management 0.72% Reduce -1.6% 4,470 $1.0M
DORCHESTER WEALTH MANAGEMENT Co 0.20% Reduce -20.5% 4,465 $1.0M
LWM Advisory Services, LLC 0.85% Add +2.2% 4,460 $1.0M
Plante Moran Financial Advisors, LLC 0.10% Reduce -15.4% 4,459 $1.0M
Strategic Wealth Partners, Ltd. 0.10% Add +3.7% 4,444 $1.0M
D L Carlson Investment Group Inc. 0.19% Reduce -0.8% 4,443 $1.0M
Debussy Capital Management LP 0.29% Add +3.8% 4,430 $1.0M
Acorn Financial Advisory Services Inc. 0.19% Reduce -2.8% 4,426 $1.0M
S. R. Schill & Associates 0.44% Reduce -0.1% 4,421 $1.0M
Tradewinds Capital Management, LLC 0.29% Reduce -96.8% 4,419 $1000K
Chicago Wealth Management, Inc. 0.57% New 4,402 $996K
Arax Advisory Partners 0.10% Reduce -5.7% 4,397 $995K
Kaydan Wealth Management, Inc. 0.35% No change 4,388 $993K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.31% New 4,370 $989K
Amplius Wealth Advisors, LLC 0.11% Add +3.5% 4,371 $989K
SS&H Financial Advisors, Inc. 0.39% No change 4,366 $988K
GC Wealth Management RIA, LLC 0.20% Add +8.4% 4,367 $988K
Signature Wealth Management Partners, LLC 0.75% No change 4,353 $985K
Cookson Peirce & Co. Inc. 0.05% Reduce -6.2% 4,351 $984K
Trexquant Investment LP 0.01% New 4,339 $982K
GM Advisory Group, LLC 0.06% Add +21.2% 4,327 $979K
Hardy Reed LLC 0.10% No change 4,312 $976K
Strait & Sound Wealth Management LLC 0.50% Add +46.8% 4,308 $975K
Sterling Investment Management, LLC 0.74% Reduce -10.8% 4,296 $972K
V2 Financial group LLC 0.65% No change 4,500 $969K
Richardson Financial Services Inc. 0.70% Reduce -6.2% 4,281 $968K
Tanglewood Wealth Management, Inc. 0.12% Reduce -3.4% 4,279 $968K
Baldwin Investment Management, LLC 0.13% Reduce -0.8% 4,265 $965K
Waldron Private Wealth LLC 0.04% No change 4,255 $963K
WESPAC Advisors, LLC 0.75% Reduce -30.0% 4,231 $957K
Xcel Wealth Management, LLC 0.30% Add +11.5% 4,221 $955K
Lavaca Capital LLC 0.52% No change 4,200 $950K
SOL Capital Management CO 0.11% No change 4,200 $950K
Eldridge Investment Advisors, Inc. 0.24% No change 4,189 $948K
Sawgrass Asset Management LLC 0.10% No change 4,187 $947K
Disciplined Investments, LLC 0.50% Reduce -11.1% 4,168 $943K
Sonora Investment Management Group, LLC 0.07% No change 4,526 $943K
MCF Advisors LLC 0.07% Add +1.2% 4,166 $942K
Empire Financial Management Company, LLC 0.31% Add +0.6% 4,156 $940K
Beacon Financial Advisory LLC 0.35% Add +1.0% 4,128 $934K
Polymer Capital Management (HK) LTD 0.19% New 4,100 $928K
Alley Investment Management Company, LLC 0.13% No change 4,100 $928K
Jackson Square Capital, LLC 0.23% Add +9.1% 4,097 $927K
KWB Wealth 0.13% No change 4,444 $926K
University of Texas/Texas Am Investment Management Co. 0.18% Reduce -18.4% 4,088 $925K
Vanguard Personalized Indexing Management, LLC 0.02% Add +13.1% 4,081 $923K
Geometric Wealth Advisors 0.19% Add +316.6% 4,078 $923K
Warner Financial, Inc. 0.45% No change 4,073 $922K
Blue Fin Capital, Inc. 0.18% Add +0.1% 4,056 $918K
ELCO Management Co., LLC 0.53% Add +8.0% 4,043 $915K
NFSG Corp 0.34% Reduce -5.8% 4,006 $906K
Maven Securities LTD 0.14% New 4,000 $905K
MassMutual Private Wealth & Trust, FSB 0.03% Add +3.1% 3,977 $900K
Lowery Thomas, LLC 0.65% Add +13.1% 3,967 $897K
Dana Investment Advisors, Inc. 0.03% Add +1.1% 3,961 $896K
First Wilshire Securities Management Inc. 0.27% No change 3,950 $894K
Tranquility Partners, LLC 0.34% No change 3,949 $893K
Financial Partners Group, Inc 0.14% Add +0.1% 3,940 $891K
RDA Financial Network 0.29% Add +3.9% 3,928 $889K
Aries Wealth Management 0.28% Add +3.0% 3,928 $889K
Smith, Moore & Co. 0.09% Add +30.7% 3,926 $888K
Everett Harris & Co. 0.01% No change 3,925 $888K
New Potomac Partners, LLC 0.49% Reduce -1.1% 3,923 $888K
Next Capital Management LLC 0.37% Add +1.4% 3,922 $887K
Clare Market Investments LLC 0.25% Reduce -2.0% 3,913 $885K
Peoples Financial Services Corp. 0.40% Reduce -17.4% 3,911 $885K
Dopkins Wealth Management, LLC 0.54% No change 3,900 $882K
LVZ, Inc. 0.12% New 3,891 $880K
MainStreet Investment Advisors LLC 0.11% Add +46.0% 3,889 $880K
Accredited Investors Inc. 0.05% Add +206.1% 3,884 $879K
Seelaus Asset Management LLC 0.91% Add +2.6% 3,875 $877K
Forza Wealth Management, LLC 0.45% No change 3,861 $873K
Family Capital Management, Inc. 0.59% Reduce -3.1% 3,852 $871K
Kohmann Bosshard Financial Services, LLC 0.12% Reduce -0.2% 3,847 $870K
Petra Financial Advisors Inc. 0.62% Reduce -0.2% 3,840 $869K
Autumn Glory Partners, LLC 0.44% No change 3,827 $866K
Beaumont Financial Advisors, LLC 0.07% Reduce -3.4% 3,825 $865K
Clearwater Capital Advisors, LLC 0.09% Reduce -1.0% 3,823 $865K
Camelot Technology Advisors, Inc. 0.80% Reduce -5.5% 3,817 $864K
HBK Sorce Advisory LLC 0.03% Reduce -9.8% 3,809 $862K
Personal Cfo Solutions, LLC 0.13% Reduce -3.0% 3,799 $859K
Freestone Capital Holdings, LLC 0.03% Add +6.2% 3,765 $852K
Grant/GrossMendelsohn, LLC 0.39% No change 3,764 $852K
Midland Wealth Advisors, LLC 0.05% No change 3,750 $848K
Yarger Wealth Strategies, LLC 0.51% Add +0.2% 3,724 $842K
Sather Financial Group Inc 0.06% No change 3,712 $840K
Brown Brothers Harriman & Co. 0.01% Add +3.6% 3,710 $839K
Parallax Volatility Advisers, L.P. 0.02% Add +46.6% 3,703 $838K
Simon Quick Advisors, LLC 0.06% Reduce -3.4% 3,687 $834K
Carret Asset Management, LLC 0.10% Add +6.8% 3,680 $833K
Delta Investment Management, LLC 0.18% Add +0.8% 3,677 $832K
Ellevest, Inc. 0.05% No change 3,650 $826K
Confluence Wealth Services, Inc. 0.07% Add +23.5% 3,647 $825K
Iams Wealth Management, LLC 0.45% Add +7.4% 3,633 $822K
Embree Financial Group 0.16% Add +4.8% 3,631 $822K
Coldstream Capital Management Inc. 0.02% Reduce -27.9% 3,621 $819K
Regent Peak Wealth Advisors LLC 0.19% Reduce -3.4% 3,598 $814K
Continuum Advisory, LLC 0.12% Reduce -2.4% 3,598 $814K
Investmark Advisory Group LLC 0.43% Add +0.2% 3,595 $813K
Kellett Wealth Advisors, LLC 0.66% Reduce -93.8% 3,593 $813K
Summit Financial Wealth Advisors, LLC 0.16% No change 3,585 $811K
Carson Advisory Inc. 0.57% Add +12.4% 3,570 $808K
Rossmore Private Capital 0.11% No change 3,565 $807K
Mayflower Financial Advisors, LLC 0.13% Reduce -3.4% 3,537 $800K
Stuart Chaussee & Associates, Inc. 0.22% No change 3,524 $797K
Journey Strategic Wealth LLC 0.03% New 3,521 $796K
17 Capital Partners, LLC 0.57% Add +4.0% 3,519 $796K
Alpine Woods Capital Investors, LLC 0.12% No change 3,500 $792K
KG Capital Management 0.27% Reduce -4.9% 3,483 $788K
Carmichael Hill & Associates, Inc. 0.32% No change 3,479 $787K
Brandywine Oak Private Wealth LLC 0.08% Add +5.5% 3,477 $786K
Samalin Investment Counsel, LLC 0.37% Add +10.8% 3,472 $786K
Councilmark Asset Management, LLC 0.56% No change 3,470 $785K
Elwood & Goetz Wealth Advisory Group, LLC 0.22% Reduce -0.8% 3,436 $777K
VestGen Investment Management 0.23% Reduce -13.4% 3,415 $773K
Advance Capital Management, Inc. 0.04% Reduce -3.4% 3,414 $772K
Austin Private Wealth, LLC 0.08% No change 3,401 $769K
Welch & Forbes LLC 0.01% Reduce -0.6% 3,303 $768K
Hubbell Strickland Wealth Management, LLC 0.38% Add +0.1% 3,387 $766K
Aviance Capital Partners, LLC 0.11% Reduce -2.9% 3,385 $766K
Brown Miller Wealth Management, LLC 0.32% Reduce -4.7% 3,379 $764K
Oxford Financial Group, LTD. LLC 0.05% Add +5.1% 3,375 $764K
Eagle Ridge Investment Management 0.07% No change 3,370 $762K
Pacific Wealth Strategies Group, Inc. 0.63% Reduce -1.3% 3,369 $762K
Welch Group, LLC 0.04% No change 3,366 $761K
HTG Investment Advisors, Inc. 0.41% No change 3,327 $753K
Hanover Advisors Inc. 0.33% Add +0.1% 3,323 $752K
Bison Wealth, LLC 0.12% No change 3,607 $751K
Burford Brothers, Inc. 0.44% Add +0.1% 3,320 $751K
Cornell Pochily Investment Advisors, Inc. 0.29% No change 3,316 $750K
Ascentis Independent Advisors 0.16% — 3,309 $749K
Rational Advisors, Inc. 0.07% Reduce -5.9% 3,302 $747K
Aspiriant, LLC 0.03% Add +12.3% 3,301 $747K
Obsidian Cio, LLC 0.18% Reduce -24.0% 3,285 $743K
Harvey Capital Management Inc. 0.19% No change 3,255 $736K
SageView Advisory Group, LLC 0.05% Add +14.4% 3,250 $735K
Cibc World Markets Corp. 0.00% New 3,250 $735K
Taylor & Morgan Wealth Management, LLC 0.52% Reduce -0.2% 3,246 $734K
New Century Financial Group, LLC 0.31% Reduce -3.0% 3,241 $733K
Wolverine Trading, LLC 0.01% Reduce -87.6% 3,236 $732K
180 Wealth Advisors, LLC 0.12% Reduce -1.3% 3,155 $731K
Obermeyer Wealth Partners 0.04% Add +21.6% 3,217 $728K
Vaughan David Investments LLC 0.02% Reduce -5.9% 3,212 $727K
Financial & Tax Architects, LLC 0.19% Reduce -4.9% 3,189 $721K
Ellis Investment Partners, LLC 0.15% Add +1.4% 3,188 $721K
Thoroughbred Financial Services, LLC 0.05% Add +20.8% 3,189 $721K
Pictet North America Advisors SA 0.08% No change 3,187 $721K
Avalon Capital Management 0.23% New 3,180 $719K
Empirical Asset Management, LLC 0.27% Reduce -15.1% 3,164 $716K
Breakwater Capital Group 0.16% No change 3,156 $714K
United Advisor Group, LLC 0.22% Add +33.4% 3,151 $713K
Saxony Capital Management, LLC 0.78% No change 3,150 $713K
Legacy Capital Group California, Inc. 0.26% Add +80.5% 3,149 $713K
STAR Financial Bank 0.55% Reduce -2.3% 3,147 $712K
Red Door Wealth Management, LLC 0.13% No change 3,147 $712K
Banque Pictet & Cie SA 0.01% No change 3,140 $710K
Daymark Wealth Partners, LLC 0.03% Add +18.6% 3,120 $706K
Rebalance, LLC 0.06% Add +8.9% 3,110 $704K
Paragon Financial Partners, Inc. 0.55% Add +0.0% 3,107 $703K
Evergreen Capital Management LLC 0.03% No change 3,107 $703K
Foundation Wealth Management, LLC 0.55% New 3,095 $700K
EverSource Wealth Advisors, LLC 0.05% Add +8.6% 3,197 $700K
Game Plan Financial Advisors, LLC 0.39% Reduce -2.9% 3,091 $699K
Cottage Street Advisors LLC 0.41% Add +0.1% 3,088 $699K
Cooper Financial Group 0.10% Add +27.3% 3,086 $698K
Boulder Wealth Advisors, LLC 0.40% No change 3,068 $694K
Ignite Planners, LLC 0.17% Reduce -31.7% 2,975 $693K
Oxler Private Wealth LLC 0.26% Add +0.2% 3,059 $692K
Maia Wealth LLC 0.21% — 2,951 $691K
Worth Financial Advisory Group, LLC 0.45% Reduce -7.0% 3,053 $691K
First Foundation Advisors 0.03% Add +5.2% 3,049 $690K
Standard Family Office LLC 0.89% No change 3,049 $690K
Collective Family Office LLC 0.20% Reduce -2.6% 3,040 $688K
Commonwealth Financial Services, LLC 0.14% Add +27.0% 2,925 $686K
Diligent Investors, LLC 0.17% No change 3,022 $684K
Trinity Financial Advisors LLC 0.31% New 3,017 $682K
Tudor Investment Corporation 0.01% Reduce -93.0% 2,976 $673K
Compass Wealth Management LLC 0.17% No change 2,960 $670K
MBL Wealth, LLC 0.07% No change 2,959 $669K
LaFleur & Godfrey LLC 0.10% No change 2,958 $669K
Farmers & Merchants Investments Inc. 0.02% Add +2.1% 2,952 $668K
Diversified, LLC 0.08% Reduce -4.0% 2,943 $666K
Arista Wealth Management, LLC 0.17% New 2,934 $664K
Stratos Investment Management, LLC 0.05% Add +40.0% 2,927 $662K
Dearborn Partners LLC 0.03% Add +6.0% 2,910 $658K
Leavell Investment Management, Inc. 0.04% No change 2,902 $657K
Highland Capital Management, LLC 0.04% Add +31.1% 2,902 $657K
Goelzer Investment Management, Inc. 0.04% No change 2,898 $656K
Heritage Wealth Management, LLC 0.36% Reduce -3.3% 2,895 $655K
Heritage Family Offices, LLP 0.36% — 2,895 $655K
Mason & Associates Inc 0.17% Reduce -8.9% 2,889 $654K
Wescott Financial Advisory Group, LLC 0.08% Add +0.2% 2,875 $650K
Global Strategic Investment Solutions, LLC 0.08% Add +0.1% 2,866 $648K
Truvestments Capital LLC 0.26% Add +0.2% 2,863 $648K
High Net Worth Advisory Group LLC 0.20% No change 2,861 $647K
WealthPLAN Partners, LLC 0.07% Add +0.1% 2,851 $645K
Whalen Wealth Management Inc. 0.51% Add +66.0% 2,840 $642K
Wolf Group Capital Advisors 0.25% Reduce -6.5% 2,839 $642K
Wellington Shields & Co., LLC 0.21% Add +9.7% 2,831 $640K
PCG Wealth Advisors, LLC 0.28% Reduce -0.0% 2,810 $636K
Roman Butler Fullerton & Co. 0.21% Reduce -5.8% 2,672 $635K
L & S Advisors Inc 0.08% Reduce -2.9% 2,804 $634K
Beacon Capital Management, LLC 0.12% Add +10.1% 2,802 $634K
Brady Family Wealth, LLC 0.20% Reduce -0.1% 2,792 $632K
YHB Investment Advisors, Inc. 0.05% Add +28.4% 2,784 $630K
Sandbox Financial Partners, LLC 0.24% Add +0.1% 2,774 $628K
Liberty Wealth Management LLC 0.11% Add +0.6% 2,771 $627K
Relative Value Partners Group, LLC 0.08% New 2,768 $626K
Lake Street Private Wealth, LLC 0.08% Reduce -1.1% 2,768 $626K
Hexagon Capital Partners LLC 0.14% Add +0.2% 2,766 $626K
Quadrant Capital Group LLC 0.05% No change 2,762 $625K
Private Wealth Partners, LLC 0.05% No change 2,755 $623K
Aspen Investment Management Inc 0.31% Reduce -5.2% 2,750 $622K
McElhenny Sheffield Capital Management, LLC 0.21% Reduce -96.4% 2,740 $620K
WealthTrust Asset Management, LLC 0.45% Reduce -11.2% 2,734 $619K
Community Bank, N.A. 0.08% Reduce -3.5% 2,721 $616K
Talisman Wealth Advisors LLC 0.71% Add +0.1% 2,708 $613K
Texas Yale Capital Corp. 0.03% No change 2,700 $611K
FAS Wealth Partners, Inc. 0.05% Reduce -0.9% 2,687 $608K
Acorns Advisers, LLC 0.01% Add +59.8% 2,685 $607K
Penobscot Wealth Management 0.36% Reduce -2.1% 2,600 $605K
Northeast Investment Management 0.03% Add +0.9% 2,659 $602K
Forte Capital LLC 0.07% Add +0.1% 2,659 $602K
PBMares Wealth Management LLC 0.15% No change 2,655 $601K
Firestone Capital Management 0.16% Add +5.5% 2,649 $599K
SlateStone Wealth, LLC 0.06% Reduce -2.6% 2,650 $599K
Bellecapital International Ltd. 0.13% No change 2,645 $598K
Penobscot Investment Management Company, Inc. 0.06% Add +6.2% 2,639 $597K
Inscription Capital, LLC 0.10% Add +79.9% 2,637 $597K
First Manhattan Co. Llc. 0.00% No change 2,631 $595K
Arcus Capital Partners, LLC 0.23% Add +0.1% 2,625 $594K
Vestor Capital, LLC 0.05% No change 2,615 $592K
Atlantic Union Bankshares Corp 0.04% Add +93.4% 2,607 $590K
Whitener Capital Management, Inc. 0.18% Add +19.8% 2,600 $588K
American State Bank (Iowa) 0.38% Reduce -9.0% 2,593 $587K
Citadel Advisors 0.00% Reduce -99.4% 2,592 $586K
Jackson Hole Capital Partners, LLC 0.13% Reduce -1.0% 2,591 $586K
Lewis Asset Management, LLC 0.45% Reduce -0.4% 2,590 $586K
Apriem Advisors 0.07% Add +3.3% 2,583 $584K
360 Financial, Inc. 0.22% Add +0.0% 2,564 $580K
OneAscent Wealth Management LLC 0.30% Add +11.0% 2,557 $578K
UNIVEST FINANCIAL Corp 0.16% Reduce -4.0% 2,547 $576K
Comprehensive Financial Consultants Institutional, Inc. 0.23% Add +143.1% 2,543 $575K
TrueWealth Advisors, LLC 0.21% Add +8.1% 2,539 $574K
HRC Wealth Management, LLC 0.39% Add +0.2% 2,536 $574K
Cozad Asset Management Inc. 0.06% No change 2,536 $574K
Engineers Gate Manager LP 0.01% New 2,531 $573K
American Financial Advisors, LLC 0.08% Reduce -25.4% 2,529 $572K
Investment Partners Asset Management, Inc. 0.51% No change 2,527 $572K
Calamos Wealth Management LLC 0.03% Reduce -63.7% 2,515 $569K
Lodestone Wealth Management LLC 0.30% Reduce -0.1% 2,511 $568K
LS Investment Advisors, LLC 0.09% No change 2,500 $566K
Woodstock Corp. 0.06% No change 2,500 $566K
Smith & Howard Wealth Management, LLC 0.17% Reduce -0.5% 2,495 $564K
Oldfather Financial Services, LLC 0.23% No change 2,487 $563K
FinTrust Capital Advisors, LLC 0.10% No change 2,477 $560K
Lynx Investment Advisory 0.41% — 2,473 $559K
Obsidian Personal Planning Solutions LLC 0.34% Add +1.0% 2,470 $559K
Wilmington Savings Fund Society, FSB 0.02% Add +45.0% 2,467 $558K
HFR Wealth Management, LLC 0.14% No change 2,460 $556K
Traction Financial Partners, LLC 0.40% No change 2,516 $556K
Heritage Trust Co 0.07% Add +19.5% 2,456 $556K
Harvest Fund Management Co., Ltd 0.04% Reduce -45.0% 2,441 $552K
Klingman & Associates, LLC 0.04% No change 2,435 $551K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 2,354 $550K
Ackerman Capital Advisors, LLC 0.14% No change 2,407 $545K
Mather Group, Llc. 0.01% Add +232.6% 2,614 $544K
Trust Co. of Vermont 0.03% No change 2,405 $544K
First Trust Direct Indexing L.P. 0.03% Reduce -10.2% 2,397 $542K
Welch Capital Partners LLC 0.13% No change 2,390 $541K
Y.D. More Investments Ltd 0.06% Add +2.2% 2,384 $539K
Charles Schwab Trust Co 0.05% New 2,383 $539K
Alesco Advisors, LLC, An ESL Co 0.02% No change 2,379 $538K
SOA Wealth Advisors, LLC. 0.11% Add +0.1% 2,376 $538K
REDW Wealth LLC 0.14% No change 2,373 $537K
Martel Wealth Advisors LLC 0.11% No change 2,368 $536K
Meridian Financial Advisors, LLC 0.39% No change 2,359 $534K
Tolleson Wealth Management, Inc. 0.11% No change 2,356 $533K
WealthBridge Capital Management, LLC 0.18% Reduce -29.8% 2,351 $532K
Register Financial Advisors LLC 0.27% Reduce -5.7% 2,351 $532K
Stevard, LLC 0.46% Add +3.4% 2,346 $531K
Heritage Wealth Partners, LLC 0.77% Add +31.1% 2,345 $530K
Strategic Investment Advisors / MI 0.06% Reduce -5.8% 2,337 $529K
Tortoise Investment Management, LLC 0.06% Add +163.4% 2,334 $528K
CRA Financial Services, LLC 0.11% Reduce -2.9% 2,325 $526K
Strategies Wealth Advisors, LLC 0.08% Add +0.1% 2,316 $524K
Shufro Rose & Co. LLC 0.04% Add +20.9% 2,310 $523K
GAMMA Investing LLC 0.07% Add +144.2% 2,308 $522K
Alerus Financial NA 0.04% Reduce -94.2% 2,306 $522K
Mine & Arao Wealth Creation & Management, LLC. 0.25% No change 2,304 $521K
Fusion Capital, LLC 0.24% Add +0.2% 2,287 $517K
Northeast Financial Group, Inc. 0.22% No change 2,285 $517K
Cypress Asset Management Inc. 0.13% No change 479 $516K
Breakwater Investment Management 0.23% No change 2,273 $514K
Gray Wealth Management Inc. 0.22% No change 2,272 $514K
Black Maple Capital Management LP 0.38% No change 2,260 $511K
Goepper Burkhardt LLC 0.23% No change 2,258 $511K
Summit X, LLC 0.11% Add +14.8% 2,251 $510K
St Germain D J Co. Inc. 0.02% Reduce -1.7% 2,246 $508K
Stephens Consulting, LLC 0.14% No change 2,241 $507K
Farther Finance Advisors, LLC 0.02% Add +44.9% 2,223 $507K
Stonegate Investment Group, LLC 0.01% Add +2.9% 2,234 $505K
Pinnacle Bancorp, Inc. 0.15% No change 2,230 $504K
Global Financial Private Client, LLC 0.21% No change 2,208 $500K
Hirtle & Co., LLC 0.03% New 2,197 $497K
SignalPoint Asset Management, LLC 0.13% Reduce -0.3% 2,194 $496K
Private Wealth Group, LLC 0.26% No change 2,186 $495K
Paladin Advisory Group, LLC 0.39% No change 2,167 $494K
Vicus Capital 0.04% Reduce -0.9% 2,181 $493K
Goldstream Capital Management Ltd 0.23% Reduce -70.1% 2,180 $493K
Kowal Investment Group, LLC 0.10% No change 2,179 $493K
First International Bank & Trust 0.17% No change 2,178 $493K
First Nebraska Trust Co 0.05% No change 2,175 $492K
Blankinship & Foster, LLC 0.13% Reduce -0.7% 2,173 $492K
Addison Advisors LLC 0.16% Reduce -4.5% 2,166 $490K
HM Payson & Co. 0.01% Add +5.6% 2,162 $489K
Gryphon Financial Partners LLC 0.07% New 2,151 $487K
Juncture Wealth Strategies, LLC 0.20% Add +15.7% 2,138 $484K
Hanson & Doremus Investment Management 0.08% No change 2,133 $483K
Lakeridge Wealth Management LLC 0.29% Add +18.4% 2,132 $482K
Brick & Kyle, Associates 0.20% Reduce -1.3% 2,127 $481K
Williams & Novak, LLC 0.45% No change 2,118 $479K
Campbell Wealth Management 0.15% Add +2.7% 2,099 $475K
White Lighthouse Investment Management Inc. 0.09% Add +38.4% 2,098 $475K
Yeomans Consulting Group, Inc. 0.18% Reduce -1.4% 2,096 $474K
Cape Cod Five Cents Savings Bank 0.05% Reduce -1.2% 2,088 $472K
Prevail Innovative Wealth Advisors, LLC 0.17% Reduce -32.3% 2,086 $472K
Edmond DE Rothschild Holding S.A. 0.01% No change 2,082 $471K
Advisors Capital Management, LLC 0.01% Add +4.6% 2,082 $471K
Physician Wealth Advisors, Inc. 0.09% Add +0.1% 2,015 $470K
National Wealth Management Group, LLC 0.36% Reduce -13.5% 2,075 $469K
Southland Equity Partners LLC 0.13% Add +1.2% 2,071 $469K
Eagle Strategies LLC 0.09% Reduce -59.2% 2,062 $467K
Thompson Davis & Co., Inc. 0.40% Add +0.1% 2,062 $467K
Oakwell Private Wealth Management, LLC 0.13% No change 2,058 $466K
First Command Advisory Services, Inc. 0.00% Add +49.0% 2,058 $466K
Granite Bay Wealth Management, LLC 0.25% Reduce -78.0% 2,050 $464K
MIdWestOne Financial Group, Inc. 0.08% No change 2,047 $463K
Trust Point Inc. 0.04% Add +7.3% 2,044 $462K
Guidance Point Advisors, LLC 0.15% Add +0.2% 2,041 $462K
Cape Investment Advisory, Inc. 0.21% Add +0.9% 2,038 $461K
Concorde Asset Management, LLC 0.28% New 2,036 $461K
Traynor Capital Management, Inc. 0.04% Add +91.2% 2,032 $460K
Courier Capital LLC 0.04% Add +10.6% 2,031 $459K
USA Financial Formulas 0.07% Reduce -14.1% 2,026 $458K
Stone Summit Wealth LLC 0.16% Reduce -5.0% 2,023 $458K
Intrepid Capital Management Inc. 0.29% No change 2,021 $457K
Parkside Financial Bank & Trust 0.07% No change 2,020 $457K
Frisch Financial Group, Inc. 0.14% Reduce -9.8% 2,014 $456K
Capital Square, LLC 0.30% Add +5.2% 2,015 $456K
Insight Advisors, LLC/ PA 0.08% Add +19.7% 2,011 $455K
Signature Estate & Investment Advisors LLC 0.01% New 2,009 $454K
Everhart Financial Group, Inc. 0.12% Add +31.4% 2,006 $454K
Parthenon LLC 0.06% No change 2,000 $452K
Bayesian Capital Management, LP 0.05% New 2,000 $452K
Keystone Financial Services 0.19% No change 1,995 $451K
First Commonwealth Financial Corp 0.12% Reduce -2.0% 1,985 $449K
Delta Financial Group, Inc. 0.19% Reduce -1.3% 1,975 $447K
Outlook Wealth Advisors, LLC 0.14% No change 1,969 $445K
Gratus Capital, LLC 0.02% Reduce -10.1% 1,968 $445K
Slagle Financial, LLC 0.23% Add +0.4% 1,966 $445K
Frazier Financial Advisors, LLC 0.35% Add +19.3% 1,937 $438K
Charter Oak Capital Management, LLC 0.05% No change 1,922 $435K
Silvercrest Asset Management Group LLC 0.00% Reduce -50.3% 1,921 $435K
Integrated Investment Consultants, LLC 0.12% No change 2,082 $434K
Sovereign Financial Group, Inc. 0.11% Reduce -6.8% 1,917 $434K
Kendall Capital Management 0.14% No change 1,913 $433K
Montchanin Asset Management, LLC 0.41% No change 1,900 $430K
Archer Investment Corp 0.13% Add +2.6% 1,899 $430K
Trust Co. of Oklahoma 0.15% Reduce -0.3% 1,897 $429K
Smith Chas P & Associates Pa Cpas 0.03% Add +23.3% 1,875 $424K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.03% Add +87.5% 1,875 $424K
Kuhn & Co Investment Counsel 0.38% Add +4.0% 1,865 $422K
Bessemer Group Inc. 0.00% Reduce -2.5% 1,861 $421K
BCS Wealth Management 0.20% No change 1,854 $420K
Creekside Partners 0.23% — 1,854 $420K
FSM Wealth Advisors, LLC 0.14% No change 1,848 $418K
Princeton Global Asset Management LLC 0.09% Add +17.9% 1,845 $417K
BOK Financial Private Wealth, Inc. 0.03% No change 1,844 $417K
Precedent Wealth Partners, LLC 0.17% No change 1,840 $416K
Means Investment Co., Inc. 0.05% Reduce -2.2% 1,835 $415K
JGP Wealth Management, LLC 0.06% No change 1,830 $414K
Farmers National Bank 0.12% Reduce -5.2% 1,829 $414K
KFG Wealth Management, LLC 0.16% No change 1,828 $414K
TruWealth Advisors, LLC 0.03% Reduce -1.2% 1,825 $413K
Clear Harbor Asset Management, LLC 0.04% No change 1,822 $412K
JPL Wealth Management, LLC 0.20% Reduce -10.0% 1,810 $409K
Gries Financial LLC 0.08% Reduce -1.4% 1,808 $409K
Private Capital Advisors, Inc. 0.05% No change 1,810 $409K
HTLF Bank 0.05% Reduce -1.3% 1,803 $408K
Hall Capital Management Co. Inc. 0.19% No change 1,800 $407K
WealthTrust Axiom LLC 0.13% No change 1,797 $407K
Romano Brothers and Company 0.06% Reduce -7.7% 1,793 $406K
Burns Matteson Capital Management, LLC 0.25% Add +0.1% 1,793 $406K
O'Brien Wealth Partners LLC 0.09% No change 1,783 $403K
Dark Forest Capital Management LP 0.07% Add +83.8% 1,783 $403K
Tanglewood Legacy Advisors, LLC 0.19% No change 1,780 $403K
Gray Private Wealth, LLC 0.26% Add +0.1% 1,777 $402K
Armstrong Advisory Group, Inc. 0.04% Add +3.2% 1,775 $402K
Paulson Wealth Management Inc. 0.12% No change 1,772 $401K
Schneider Downs Wealth Management Advisors, LP 0.09% Add +14.9% 1,769 $400K
Family Firm, Inc. 0.09% Reduce -0.1% 1,766 $400K
Performance Wealth Partners, LLC 0.01% No change 1,765 $399K
Mirador Capital Partners LP 0.07% Reduce -1.7% 1,760 $398K
Gateway Wealth Partners, LLC 0.12% Reduce -8.2% 1,758 $398K
Coordinated Financial Services, Inc. 0.35% Add +25.6% 1,758 $398K
HMS Capital Management, LLC 0.21% Reduce -86.8% 1,754 $397K
Merkkuri Wealth Advisors LLC 0.36% — 1,752 $396K
Seed Wealth Management, Inc. 0.34% No change 1,751 $396K
Towercrest Capital Management 0.07% No change 1,749 $396K
Gallacher Capital Management LLC 0.21% Reduce -0.6% 1,747 $395K
WMG Financial Advisors, LLC 0.21% No change 1,746 $395K
Home Federal Bank of Tennessee 0.12% No change 1,740 $394K
Financial Council, LLC 0.22% No change 1,733 $392K
Douglass Winthrop Advisors, LLC 0.01% Add +70.7% 1,722 $390K
Paragon Private Wealth Management, LLC 0.22% Add +3.6% 1,718 $389K
Cantor Fitzgerald, L. P. 0.08% Reduce -20.1% 1,718 $389K
First Citizens Financial Corp 0.23% No change 1,717 $388K
ICA Group Wealth Management, LLC 0.23% Reduce -71.7% 1,712 $387K
Clark Capital Management Group, Inc. 0.00% Add +63.3% 1,711 $387K
FSB Premier Wealth Management, Inc. 0.17% Add +32.0% 1,711 $387K
Madison Park Capital Advisors, LLC 0.32% Add +0.1% 1,710 $387K
Linscomb Wealth, Inc. 0.02% Add +1.2% 1,707 $386K
Procyon Advisors, LLC 0.03% Add +0.1% 1,704 $386K
T. Rowe Price Associates Inc. 0.00% No change 1,700 $385K
Provenance Wealth Advisors, LLC 0.05% No change 1,700 $385K
Adamsbrown Wealth Consultants LLC 0.15% Reduce -2.2% 1,699 $384K
Veltria Advisors Corp. 0.14% No change 1,696 $384K
Uptick Partners, LLC 0.29% No change 1,838 $383K
StrongBox Wealth, LLC 0.18% Reduce -7.0% 1,691 $382K
Colonial Trust Advisors 0.04% Reduce -12.2% 1,688 $382K
Beacon Financial Group 0.04% No change 1,687 $382K
StoneCrest Wealth Management, Inc. 0.29% Reduce -25.9% 1,686 $381K
CFO4Life Group, LLC 0.07% Add +53.2% 1,685 $381K
ABLE Financial Group, LLC 0.14% Add +67.5% 1,683 $381K
Aveo Capital Partners, LLC 0.04% Reduce -23.0% 1,677 $379K
Allred Capital Management, LLC 0.15% Reduce -2.9% 1,675 $379K
Impact Partnership Wealth, LLC 0.10% Add +254.8% 1,671 $378K
Optivise Advisory Services LLC 0.20% — 1,671 $378K
Private Ocean, LLC 0.03% Add +0.1% 1,669 $378K
Lumbard & Kellner, LLC 0.18% New 1,669 $378K
Canopy Partners, LLC 0.18% Add +1.5% 1,668 $377K
Pension & Wealth Management Advisors, Inc. 0.22% Reduce -2.5% 1,665 $377K
Geneva Partners, LLC 0.15% Add +0.6% 1,649 $373K
McIlrath & Eck, LLC 0.06% Reduce -0.4% 1,648 $373K
Magnolia Capital Advisors LLC 0.21% Reduce -55.2% 1,645 $372K
RTD Financial Advisors, Inc. 0.05% No change 1,640 $371K
Syntrinsic LLC 0.12% No change 1,638 $371K
Pathway Financial Advisers, LLC 0.13% Reduce -0.3% 1,640 $369K
Keebeck Wealth Management 0.05% Add +66.1% 1,626 $368K
Ruggaard & Associates LLC 0.17% No change 1,623 $367K
Thomasville National Bank 0.03% Add +2.5% 1,617 $366K
American National Bank & Trust 0.05% Add +12.7% 1,612 $365K
JDM Financial Group LLC 0.25% No change 1,607 $364K
Smith Salley Wealth Management 0.03% Reduce -21.4% 1,601 $362K
Atlantic Edge Private Wealth Management, LLC 0.12% Reduce -8.6% 1,600 $362K
Two Sigma Securities, LLC 0.02% Reduce -23.8% 1,600 $362K
Evernest Financial Advisors, LLC 0.16% No change 1,596 $361K
Old North State Trust, LLC 0.31% No change 1,597 $361K
Grey Fox Wealth Advisors, LLC 0.13% Add +0.2% 1,592 $360K
Vishria Bird Financial Group, LLC 0.15% No change 1,586 $359K
IMS Capital Management 0.17% Add +0.8% 1,598 $358K
1ST Source Bank 0.02% Reduce -0.8% 1,583 $358K
Smith Anglin Financial, LLC 0.04% New 1,579 $357K
VERITY Wealth Advisors 0.27% No change 1,575 $356K
Safeguard Financial, LLC 0.10% Add +1.5% 1,574 $356K
Aurora Private Wealth, Inc. 0.31% Add +0.3% 1,567 $355K
Westwood Holdings Group Inc. 0.00% Reduce -0.6% 1,568 $355K
Gill Capital Partners, LLC 0.14% Reduce -14.1% 1,555 $352K
Hutchinson Capital Management 0.07% No change 1,552 $351K
Asset Planning Services Inc. /La/ 0.19% No change 1,550 $351K
Prairie Sky Financial Group LLC 0.22% Reduce -5.8% 1,551 $351K
Carl P. Sherr & Co., LLC 0.20% No change 1,550 $351K
Global Wealth Strategies & Associates 0.13% No change 1,550 $351K
Apella Capital, LLC 0.02% Add +11.2% 1,496 $351K
Clarus Group, Inc. 0.15% Reduce -9.5% 1,549 $350K
Paragon Capital Management LLC 0.19% Add +6.0% 1,548 $350K
Primoris Wealth Advisors, LLC 0.28% No change 1,541 $349K
Spinnaker Investment Group, LLC 0.10% Add +31.6% 1,538 $348K
Global Wealth Management Investment Advisory, Inc. 0.08% Add +21.5% 1,536 $347K
MSH Capital Advisors LLC 0.12% Reduce -4.2% 1,531 $346K
Pegasus Partners Ltd. 0.03% No change 1,529 $346K
Aprio Wealth Management, LLC 0.06% No change 1,514 $343K
JT Stratford LLC 0.06% Add +0.2% 1,513 $342K
Winthrop Capital Management, LLC 0.17% Add +7.0% 1,506 $341K
Bayshore Asset Management, LLC 0.17% No change 1,500 $339K
Lincoln Capital Corp. 0.15% No change 1,500 $339K
Chatham Capital Group, Inc. 0.06% No change 1,500 $339K
Howard Financial Services, LTD. 0.06% No change 1,499 $339K
Act Two Investors LLC 0.07% Reduce -44.3% 1,498 $339K
Hazlett, Burt & Watson, Inc. 0.17% Reduce -22.3% 1,491 $337K
Ironwood Investment Counsel, LLC 0.06% Add +6.7% 1,486 $336K
Holderness Investments Co. 0.08% No change 1,485 $336K
Brevan Howard Capital Management LP 0.02% New 1,485 $336K
Altfest L J & Co. Inc. 0.05% Reduce -20.6% 1,483 $335K
Beaumont Asset Management, L.L.C. 0.22% New 1,480 $335K
ALM First Financial Advisors, LLC 0.10% No change 1,806 $334K
Norden Group LLC 0.07% No change 1,475 $334K
Clayton Financial Group LLC 0.14% No change 1,595 $332K
Allie Family Office LLC 0.20% No change 1,466 $332K
My Personal CFO, LLC 0.18% Reduce -2.8% 1,463 $331K
Darden Wealth Group Inc 0.20% Add +9.3% 1,463 $331K
Fulton Bank, N.A. 0.01% No change 1,463 $331K
Second Line Capital, LLC 0.10% Reduce -0.9% 1,457 $330K
Cardinal Point Capital Management ULC 0.06% Add +28.2% 1,456 $329K
Braun Stacey Associates Inc. 0.01% Reduce -6.0% 1,448 $328K
TRUE Private Wealth Advisors 0.04% Reduce -3.5% 1,449 $328K
Sebold Capital Management, Inc. 0.23% No change 1,440 $326K
Caldwell Sutter Capital, Inc. 0.16% No change 1,440 $326K
NorthCrest Asset Manangement, LLC 0.01% Add +11.9% 1,433 $324K
Shared Vision Wealth Group LLC 0.19% No change 1,432 $324K
Curtis Advisory Group, LLC 0.11% Reduce -4.0% 1,430 $324K
Hourglass Capital, LLC 0.10% No change 1,430 $324K
Goldstone Financial Group, LLC 0.06% Add +0.8% 1,425 $322K
Clearstead Trust, LLC 0.08% No change 1,424 $322K
First American Bank 0.02% No change 1,423 $322K
Wealth Quarterback LLC 0.18% Reduce -14.7% 1,420 $321K
Two West Capital Advisors LLC 0.31% — 1,414 $320K
Steele Capital Management, Inc. 0.02% No change 1,414 $320K
Leo Wealth, LLC 0.03% New 1,404 $320K
TBH Global Asset Management, LLC 0.07% Reduce -15.4% 1,413 $320K
Farrell Financial LLC 0.25% Add +0.2% 1,412 $319K
Beaird Harris Wealth Management, LLC 0.03% Add +366.6% 1,409 $319K
King Wealth Management Group 0.05% No change 1,406 $318K
Pacific Center for Financial Services 0.09% Add +7.3% 1,405 $318K
Olistico Wealth, LLC 0.20% Add +0.1% 1,405 $318K
TFB Advisors LLC 0.10% Add +4.8% 1,404 $318K
PICTET BANK & TRUST Ltd 0.32% No change 1,400 $317K
Cadence Wealth Management LLC 0.22% Add +0.9% 1,398 $316K
Capitol Family Office, Inc. 0.42% Add +0.2% 1,398 $316K
Readystate Asset Management LP 0.03% New 1,393 $315K
Wetzel Investment Advisors, Inc. 0.18% No change 1,509 $314K
Smith Thornton Advisors LLC 0.23% — 1,385 $313K
Aldebaran Financial Inc. 0.41% Add +0.4% 1,381 $312K
Front Row Advisors LLC 0.11% No change 1,380 $312K
Wellington Wealth Strategies, LLC. 1.31% New 1,376 $311K
Rice Partnership, LLC 0.07% No change 1,373 $311K
Summit Place Financial Advisors, LLC 0.18% Reduce -5.2% 1,370 $310K
Capital Management Associates, Inc 0.19% No change 1,369 $310K
McCarthy & Cox 0.12% No change 1,362 $308K
Octavia Wealth Advisors, LLC 0.04% Add +5.3% 1,361 $308K
Widmann Financial Services, Inc. 0.25% No change 1,358 $307K
Legacy Financial Group, Inc. 0.12% Reduce -0.6% 1,355 $307K
Nicolet Advisory Services, LLC 0.03% Add +0.1% 1,289 $306K
Pinnacle Family Advisors, LLC 0.17% Reduce -38.2% 1,351 $306K
Sugarloaf Wealth Management, LLC 0.05% Add +6.5% 1,348 $305K
Nikulski Financial, Inc. 0.10% No change 1,345 $304K
Drive Wealth Management, LLC 0.08% No change 1,342 $304K
Osborne Partners Capital Management, LLC 0.02% Add +10.3% 1,340 $303K
WoodTrust Financial Corp 0.05% New 1,335 $302K
Meeder Advisory Services, Inc. 0.02% New 1,331 $301K
Fielder Capital Group LLC 0.12% No change 1,329 $301K
Private Capital Management LLC 0.06% Reduce -5.5% 1,328 $300K
Vima LLC 0.66% Reduce -1.7% 1,326 $300K
Hyman Charles D 0.02% Add +12.4% 1,328 $300K
Nadler Financial Group, Inc. 0.04% No change 1,325 $300K
Valley National Advisers Inc. 0.04% No change 1,325 $299K
Tufton Capital Management 0.06% No change 1,319 $298K
IPG Investment Advisors LLC 0.07% Reduce -24.4% 1,316 $298K
Aspire Private Capital, LLC 0.08% No change 1,309 $296K
BSW Wealth Partners 0.05% No change 1,308 $296K
Trivium Point Advisory, LLC 0.04% New 1,308 $296K
WR Wealth Planners, LLC 0.09% Reduce -4.7% 1,307 $296K
Ridgecrest Wealth Partners, LLC 0.18% Add +1.6% 1,305 $295K
Union Savings Bank 0.15% Reduce -3.6% 1,303 $295K
Vestia Personal Wealth Advisors 0.31% — 1,300 $294K
Wealth Effects LLC 0.11% Reduce -19.3% 1,300 $294K
Private Capital Management, LLC 0.03% No change 1,300 $294K
Park National Corp. 0.01% No change 1,294 $293K
Kessler Investment Group, LLC 0.16% Add +93.1% 1,292 $292K
Fortis Advisors, LLC 0.21% Add +0.2% 1,287 $291K
Cedar Wealth Management, LLC 0.09% Add +4.0% 1,285 $291K
Flagship Private Wealth, LLC 0.17% Reduce -3.8% 1,283 $290K
PSI Advisors, LLC 0.09% Reduce -2.5% 1,280 $290K
Prospect Financial Services LLC 0.22% No change 1,279 $289K
Coastwise Capital Group, LLC 0.28% Reduce -22.5% 1,277 $289K
Global Trust Asset Management, LLC 0.12% No change 1,271 $287K
Equita Financial Network, Inc. 0.12% No change 1,270 $287K
Centric Wealth Management 0.08% Add +1.7% 1,326 $287K
Mogy Joel R Investment Counsel Inc. 0.02% Reduce -3.3% 1,266 $286K
SouthState Bank Corp 0.02% Reduce -4.4% 1,266 $286K
Advisory Resource Group 0.06% Add +0.4% 1,265 $286K
Willner & Heller, LLC 0.27% Add +2.6% 1,264 $286K
Cahaba Wealth Management, Inc. 0.03% No change 1,261 $285K
Garrison Asset Management, LLC 0.15% No change 1,260 $285K
Fairview Capital Investment Management, LLC 0.02% No change 1,258 $285K
Guyasuta Investment Advisors Inc. 0.02% No change 1,474 $284K
LexAurum Advisors, LLC 0.07% No change 1,251 $283K
Greenwich Wealth Management LLC 0.02% Reduce -0.7% 1,252 $283K
Blodgett Wealth Advisors, LLC 0.24% No change 1,250 $283K
Annapolis Financial Services, LLC 0.09% No change 1,250 $283K
Tyler-Stone Wealth Management 0.12% Add +0.1% 1,249 $282K
Falcon Wealth Planning 0.04% Reduce -12.9% 1,248 $282K
Novak & Powell Financial Services, Inc. 0.18% Add +1.1% 1,248 $282K
Sfmg, LLC 0.02% New 1,245 $282K
Patriot Investment Management Group, Inc. 0.02% No change 1,242 $281K
Flaharty Asset Management, LLC 0.04% No change 1,241 $281K
Carolinas Wealth Consulting LLC 0.05% Add +0.2% 1,241 $281K
Three Bridge Wealth Advisors, LLC 0.11% Reduce -25.1% 1,238 $280K
Apeiron RIA LLC 0.09% Add +0.2% 1,235 $279K
Burt Wealth Advisors 0.07% Reduce -0.3% 1,235 $279K
Marks Group Wealth Management, Inc 0.03% No change 1,232 $279K
MN Wealth Advisors, LLC 0.16% Add +0.8% 1,231 $279K
Moisand Fitzgerald Tamayo, LLC 0.04% Add +88.8% 1,231 $279K
Provident Wealth Management, LLC 0.10% Add +131.8% 1,231 $278K
Ascent Wealth Partners, LLC 0.04% No change 1,230 $278K
Essex Financial Services, Inc. 0.02% New 1,357 $278K
Bell Investment Advisors, Inc 0.05% No change 1,219 $276K
Hurlow Wealth Management Group, Inc. 0.09% No change 1,218 $276K
Asset Dedication, LLC 0.02% No change 1,217 $275K
Stonebridge Capital Advisors LLC 0.02% Add +16.9% 1,217 $275K
Miller Investment Management, LP 0.03% Reduce -0.9% 1,206 $273K
TFC Financial Management, Inc. 0.05% Add +0.1% 1,202 $272K
Allegheny Financial Group 0.08% New 1,200 $271K
FRG Family Wealth Advisors LLC 0.05% No change 1,349 $271K
Rosenberg Matthew Hamilton 0.08% No change 1,184 $270K
Harmony Asset Management LLC 0.11% Add +15.2% 1,192 $270K
Palogic Value Management, L.P. 0.11% No change 1,190 $269K
Broadleaf Partners, LLC 0.06% No change 1,183 $268K
Matrix Asset Advisors Inc. 0.03% Reduce -4.1% 1,180 $267K
PDS Planning, Inc 0.03% Add +2.4% 1,177 $266K
Fairhaven Wealth Management, LLC 0.09% No change 1,174 $266K
Bricktown Capital, LLC 0.05% No change 1,170 $265K
Opal Wealth Advisors, LLC 0.08% Add +0.2% 1,168 $264K
Southeast Asset Advisors, LLC 0.03% No change 1,167 $264K
Horrell Capital Management, Inc. 0.08% No change 1,169 $264K
First Hawaiian Bank 0.01% New 1,165 $264K
Atlas Brown,Inc. 0.09% Reduce -5.5% 1,164 $263K
Better Money Decisions, LLC 0.20% Add +0.1% 1,160 $262K
Quantbot Technologies LP 0.01% New 1,160 $262K
Sunburst Financial Group, LLC 0.07% New 1,159 $262K
MBE Wealth Management, LLC 0.16% No change 1,156 $262K
Capital Advisors Wealth Management, LLC 0.05% Add +9.7% 1,153 $261K
Cardiff Park Advisors, LLC 0.03% Add +15.2% 1,152 $261K
Vident Advisory, LLC 0.01% New 1,152 $261K
Intelligence Driven Advisers, LLC 0.04% No change 1,144 $259K
Graves Light Lenhart Wealth, Inc. 0.03% Reduce -4.1% 1,134 $258K
Marshall Financial Group, LLC 0.07% Reduce -1.0% 1,142 $258K
Blue Trust, Inc. 0.00% Add +38.5% 1,240 $258K
Executive Wealth Management, LLC 0.05% Add +17.0% 1,137 $257K
Private Management Group Inc. 0.01% New 1,137 $257K
Wrapmanager Inc. 0.07% Add +5.7% 1,135 $257K
LJI Wealth Management, LLC 0.06% New 1,135 $257K
Chesley Taft & Associates LLC 0.01% No change 1,135 $257K
Triton Financial Group Inc 0.18% Reduce -0.3% 1,131 $256K
Sterling Group Wealth Management, LLC 0.15% — 1,128 $255K
Affinity Wealth Management LLC 0.05% Add +4.2% 1,127 $255K
Rockwood Wealth Management, LLC 0.03% Reduce -1.4% 1,125 $255K
Transcendent Capital Group LLC 0.15% Add +2.2% 1,124 $254K
Legacy Financial Strategies, LLC 0.06% No change 1,094 $254K
Accel Wealth Management 0.10% New 1,120 $253K
Garden State Investment Advisory Services LLC 0.09% Reduce -3.4% 1,107 $251K
OLIO Financial Planning 0.11% No change 1,294 $250K
Beirne Wealth Consulting Services, LLC 0.10% No change 1,100 $249K
Betterment LLC 0.00% New 1,095 $248K
Vise Technologies, Inc. 0.04% Reduce -12.5% 1,096 $248K
Castle Rock Wealth Management, LLC 0.06% Add +0.6% 1,086 $248K
Long Island Wealth Management, Inc. 0.17% No change 1,091 $247K
West Bancorporation Inc. 0.18% No change 1,091 $247K
Bulltick Wealth Management, LLC 0.07% New 1,090 $247K
Overbrook Management Corp 0.06% Reduce -10.3% 1,086 $246K
Bell Bank 0.02% No change 1,077 $244K
Zimmermann Investment Management & Planning LLC 0.08% Add +3.1% 1,071 $242K
IronBridge Private Wealth, LLC 0.09% Reduce -94.3% 1,067 $241K
Walkner Condon Financial Advisors LLC 0.05% New 1,067 $241K
Albion Financial Group 0.02% No change 1,063 $240K
Bradley & Co. Private Wealth Management, LLC 0.18% No change 1,063 $240K
Eagle Rock Investment Company, LLC 0.04% Reduce -7.7% 1,062 $240K
Hancock Whitney Corp. 0.01% Reduce -0.7% 1,061 $240K
Curated Wealth Partners LLC 0.03% — 1,057 $239K
Monterey Private Wealth, Inc. 0.09% No change 1,053 $238K
Avion Wealth 0.07% Add +58.6% 1,053 $238K
MADDEN SECURITIES Corp 0.11% No change 1,050 $238K
Burney Co./ 0.01% Add +0.2% 1,049 $237K
Interchange Capital Partners, LLC 0.09% New 1,043 $236K
True North Advisors, LLC 0.06% Reduce -28.3% 1,042 $236K
First Western Trust Bank 0.01% No change 1,042 $236K
Firethorn Wealth Partners, LLC 0.13% New 1,040 $235K
Oliver Lagore Vanvalin Investment Group 0.07% Add +61.1% 1,034 $234K
Davies Financial Advisors, Inc. 0.22% New 1,032 $233K
Sheets Smith Wealth Management 0.03% Reduce -18.9% 1,031 $233K
American Investment Services, Inc. 0.04% Reduce -4.2% 1,030 $233K
Northwest Bancshares, Inc. 0.04% Reduce -2.3% 1,030 $233K
Foster & Motley Inc. 0.02% Reduce -13.0% 1,031 $233K
Pps&v Asset Management Consultants, Inc. 0.17% No change 1,030 $233K
Veracity Capital LLC 0.10% Add +0.2% 1,022 $231K
Dash Acquisitions Inc. 0.06% New 1,030 $231K
Hilltop Partners LLC 0.09% New 1,020 $231K
Schechter Investment Advisors, LLC 0.02% No change 1,017 $230K
Fox Hill Wealth Management 0.14% Add +0.6% 1,017 $230K
Stableford Capital II LLC 0.09% Reduce -6.2% 1,024 $230K
Steigerwald, Gordon & Koch Inc. 0.03% No change 1,015 $230K
Cassady Schiller Wealth Management, LLC 0.09% Add +11.1% 1,013 $229K
LifePro Asset Management 0.16% Reduce -8.9% 1,011 $229K
Fiduciary Family Office, LLC 0.09% Reduce -24.3% 1,009 $228K
Harbor Group, Inc. 0.06% No change 1,009 $228K
SRH Advisors, LLC 0.08% No change 1,007 $228K
Indiana Trust & Investment Management Co 0.08% Reduce -23.6% 1,001 $226K
Gruss & Co., LLC 1.23% No change 1,000 $226K
Ledgewood Wealth Advisors, LLC 0.20% No change 1,000 $226K
Libra Wealth LLC 0.10% No change 1,000 $226K
Nicolet Bankshares Inc. 0.05% No change 1,000 $226K
Belmont Capital, LLC 0.04% No change 1,000 $226K
Global Endowment Management, LP 0.02% No change 1,000 $226K
Clarkston Capital Partners, LLC 0.00% No change 1,000 $226K
Schrum Private Wealth Management LLC 0.20% No change 999 $226K
Silverlake Wealth Management LLC 0.09% Add +0.2% 995 $225K
Financial Management Professionals, Inc. 0.03% Add +6.4% 995 $225K
Mosley Wealth Management 0.19% New 994 $225K
Pin Oak Investment Advisors Inc. 0.21% Add +0.6% 992 $224K
Chapin Davis, Inc. 0.08% No change 988 $224K
Trail Ridge Investment Advisors, LLC 0.12% No change 986 $223K
Versant Capital Management, Inc 0.06% Add +238.8% 986 $223K
W.H. Cornerstone Investments Inc. 0.16% Add +0.2% 987 $223K
Investors Asset Management of Georgia Inc. /Ga/ 0.11% No change 985 $223K
Hengehold Capital Management LLC 0.02% Add +0.1% 982 $222K
White Pine Investment CO 0.07% No change 983 $222K
Resources Management Corp. /CT/ 0.03% No change 983 $222K
Independent Advisor Alliance 0.01% Reduce -0.7% 977 $221K
Wealth Dimensions Group, Ltd. 0.06% Reduce -2.4% 974 $220K
A. D. Beadell Investment Counsel, Inc. 0.18% No change 975 $220K
Lokken Investment Group LLC 0.10% New 970 $219K
FWL Investment Management, LLC 0.11% No change 969 $219K
Financial Management Network Inc. 0.05% New 941 $219K
Sightline Wealth Advisors, LLC 0.14% No change 963 $218K
Clear Creek Financial Management, LLC 0.03% New 963 $218K
Pinnacle Wealth Management, LLC 0.27% Reduce -16.8% 957 $217K
DF Dent & Co. Inc. 0.00% New 956 $216K
Trustees of Dartmouth College 0.04% New 955 $216K
WealthPlan Investment Management, LLC 0.03% New 954 $216K
Northwest Financial Advisors 0.22% New 953 $216K
Clean Yield Group 0.08% No change 952 $215K
CAP Partners, LLC 0.17% New 950 $215K
Cordgrass Capital Advisors, LLC 0.07% No change 950 $215K
Avaii Wealth Management, LLC 0.12% New 947 $214K
FMB Wealth Management 0.16% New 945 $214K
Crescent Grove Advisors, LLC 0.02% New 942 $213K
Revolve Wealth Partners, LLC 0.03% Reduce -10.3% 936 $212K
Eubel Brady & Suttman Asset Management Inc. 0.03% New 927 $210K
Bremer Bank National Association 0.04% Reduce -25.3% 928 $210K
Members Wealth LLC 0.14% — 818 $210K
Horan Capital Advisors, LLC. 0.07% New 925 $209K
Bray Capital Advisors 0.05% Reduce -7.0% 925 $209K
Viawealth, LLC 0.13% New 924 $209K
Stelac Advisory Services LLC 0.09% No change 923 $209K
Kaye Capital Management 0.09% New 919 $208K
Wealth Management Associates, Inc. 0.10% No change 919 $208K
Midwest Financial Group LLC 0.13% New 915 $207K
McNamara Financial Services, Inc. 0.04% New 915 $207K
Meridian Wealth Partners, LLC 0.04% Reduce -38.5% 913 $207K
Dimension Capital Management LLC 0.04% New 909 $206K
Balentine LLC 0.01% Add +676.9% 909 $206K
Headlands Technologies LLC 0.02% Reduce -81.9% 906 $205K
Fayez Sarofim & Co 0.00% New 906 $205K
N.E.W. Advisory Services LLC 0.02% New 902 $204K
Avalon Trust Co 0.02% No change 901 $204K
Mitchell Sinkler & Starr 0.05% New 900 $204K
Atlanta Consulting Group Advisors, LLC 0.04% Reduce -19.9% 900 $204K
Ramirez Asset Management, Inc. 0.04% No change 900 $204K
Van Hulzen Asset Management, LLC 0.01% New 897 $203K
Straight Path Wealth Management 0.10% New 897 $203K
Edgemoor Investment Advisors, Inc. 0.02% New 895 $202K
BCU Wealth Advisors, LLC 0.15% New 890 $201K
Mountain Capital Investment Advisors Inc. 0.05% New 859 $201K
Investors Research Corp 0.05% No change 885 $200K
Davis Capital Management 0.17% Add +7.9% 865 $197K
Northwest Capital Management Inc 0.07% No change 867 $196K
Hamilton Point Investment Advisors, LLC 0.04% No change 866 $196K
Ballast Advisors LLC 0.06% No change 863 $195K
Phillips Financial Management, LLC 0.02% No change 859 $194K
Colonial Trust Co / SC 0.03% Reduce -0.3% 852 $193K
Proffitt & Goodson Inc. 0.03% Reduce -18.7% 849 $192K
ORG Partners LLC 0.02% New 838 $192K
Winch Advisory Services, LLC 0.05% Add +10.3% 845 $191K
Russell Investments Group, Ltd. 0.00% Reduce -1.6% 845 $191K
Missouri Trust & Investment Co 0.07% Reduce -8.8% 824 $186K
Banque Cantonale Vaudoise 0.01% Reduce -74.1% 816 $185K
LFA - Lugano Financial Advisors SA 0.14% No change 813 $184K
REAP Financial Group, LLC 0.05% Reduce -2.6% 810 $183K
Atlantic Private Wealth, LLC 0.15% No change 809 $183K
Painted Porch Advisors LLC 0.10% Reduce -16.4% 805 $182K
Park Place Capital Corp 0.06% Reduce -40.9% 788 $178K
Sage Mountain Advisors LLC 0.02% Reduce -37.1% 768 $174K
City State Bank 0.07% Add +556.5% 755 $171K
Anchor Investment Management, LLC 0.02% Add +43.4% 744 $168K
Independence Bank of Kentucky 0.04% Reduce -22.6% 718 $162K
VitalStone Financial, LLC 0.12% Add +330.7% 715 $162K
Cornerstone Planning Group LLC 0.05% Add +25.5% 807 $160K
RFP Financial Group LLC 0.06% Reduce -1.8% 704 $159K
Grove Bank & Trust 0.03% No change 700 $158K
SYM FINANCIAL Corp 0.02% No change 679 $154K
Activest Wealth Management 0.05% Reduce -38.1% 667 $151K
Perkins Coie Trust Co 0.04% No change 666 $151K
MGB Wealth Management, LLC 0.06% Add +64.9% 635 $148K
Barrett & Company, Inc. 0.07% No change 641 $145K
Ogorek Anthony Joseph /NY/ 0.05% Add +138.4% 639 $144K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -18.6% 566 $143K
Guardian Wealth Management, Inc. 0.11% Add +0.2% 630 $143K
Bellevue Asset Management, LLC 0.08% No change 620 $140K
West Paces Advisors Inc. 0.04% No change 605 $137K
Harbor Capital Advisors, Inc. 0.01% Reduce -22.0% 600 $136K
Quintet Private Bank (Europe) S.A. 0.01% Add +0.4% 518 $136K
Security National Bank 0.02% No change 600 $136K
CVA Family Office, LLC 0.02% Add +4.4% 599 $136K
Tacita Capital Inc 0.09% Reduce -58.2% 592 $134K
Integrity Financial Corp 0.08% Add +44.0% 579 $131K
Sound Income Strategies, LLC 0.01% Reduce -44.0% 567 $128K
Bare Financial Services, Inc 0.07% No change 578 $126K
Glassman Wealth Services 0.02% Reduce -5.2% 542 $123K
Blue Bell Private Wealth Management, LLC 0.03% No change 539 $122K
SJS Investment Consulting Inc. 0.02% Add +1.9% 526 $119K
Marquette Asset Management, LLC 0.02% New 512 $116K
Key Financial Inc 0.03% No change 508 $115K
Legacies Wealth LLC 0.10% No change 500 $113K
Itau Unibanco Holding S.A. 0.00% Reduce -83.3% 500 $113K
Benjamin Edwards Inc. 0.02% No change 500 $113K
Ruedi Wealth Management, Inc. 0.04% No change 490 $111K
Caitlin John, LLC 0.08% Add +50.1% 485 $110K
Arlington Trust Co LLC 0.03% New 480 $109K
Financial Perspectives, Inc 0.04% Add +0.2% 475 $107K
WealthCollab, LLC 0.08% No change 462 $105K
Lazard Asset Management LLC 0.00% No change 458 $103K
West Oak Capital, LLC 0.04% No change 433 $98K
Sittner & Nelson, LLC 0.05% Add +3763.6% 425 $96K
Core Alternative Capital 0.02% No change 415 $94K
JNBA Financial Advisors 0.01% No change 413 $93K
Mowery & Schoenfeld Wealth Management, LLC 0.13% No change 400 $90K
Old Second National Bank of Aurora 0.02% No change 400 $90K
West Branch Capital LLC 0.03% No change 396 $90K
Strategic Financial Concepts, LLC 0.05% Add +19299.4% 1,111,975 $86K
Macroview Investment Management LLC 0.09% Reduce -45.7% 374 $85K
Wellington Shields Capital Management, LLC 0.02% No change 373 $84K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 363 $82K
Advanced Asset Management Advisors Inc 0.02% Reduce -11.7% 362 $82K
Founders Capital Management 0.05% No change 361 $82K
Cyrus J. Lawrence, LLC 0.02% No change 350 $79K
Knuff & Co LLC 0.02% No change 325 $74K
Rothschild Investment LLC 0.01% Reduce -34.6% 316 $71K
Eukles Asset Management 0.03% Add +4.0% 315 $71K
HHM Wealth Advisors, LLC 0.01% Add +173.9% 315 $71K
Annis Gardner Whiting Capital Advisors, LLC 0.02% No change 310 $70K
Gables Capital Management Inc. 0.04% New 310 $70K
Quent Capital, LLC 0.01% Reduce -5.3% 305 $69K
Creekmur Asset Management LLC 0.02% Reduce -27.2% 303 $69K
Bogart Wealth, LLC 0.00% Add +0.3% 301 $68K
Optimum Investment Advisors 0.03% Reduce -65.7% 300 $68K
Schonfeld Strategic Advisors LLC 0.00% New 292 $66K
Ameritas Investment Partners, Inc. 0.00% Add +0.3% 287 $65K
SWS Partners 0.02% New 283 $64K
DiNuzzo Private Wealth, Inc. 0.01% No change 275 $62K
Abich Financial Wealth Management LLC 0.04% No change 275 $62K
Matrix Private Capital Group LLC 0.04% No change 274 $62K
WFA Asset Management Corp 0.03% Add +0.4% 273 $62K
Luken Investment Analytics, LLC 0.03% No change 272 $62K
Angeles Wealth Management, LLC 0.01% Reduce -14.0% 251 $57K
First Personal Financial Services 0.01% Reduce -16.7% 250 $57K
Studio Investment Management LLC 0.01% No change 248 $56K
Loomis Sayles & Co. L P 0.00% New 242 $55K
Creative Capital Management Investments LLC 0.03% No change 242 $55K
Hartford Financial Management Inc. 0.01% No change 232 $52K
Mascoma Wealth Management LLC 0.01% Reduce -31.0% 229 $52K
Legend Financial Advisors, Inc. 0.04% Add +8.7% 224 $51K
TLW Wealth Management, LLC 0.03% Reduce -8.8% 218 $49K
Wagner Wealth Management, LLC 0.01% No change 217 $49K
Washington Trust Advisors, Inc. 0.00% No change 217 $49K
Investment Research & Advisory Group, Inc. 0.02% No change 212 $48K
Scarborough Advisors, LLC 0.02% No change 211 $48K
Blume Capital Management, Inc. 0.01% Reduce -12.1% 211 $48K
New Republic Capital, LLC 0.02% Add +46.1% 206 $47K
Rakuten Securities, Inc. 0.02% Add +402.4% 206 $47K
Providence Capital Advisors, LLC 0.01% Add +5.2% 203 $46K
Triad Wealth Partners, LLC 0.02% New 201 $45K
Hobbs Group Advisors, LLC 0.02% — 197 $45K
Covestor Ltd 0.03% Add +13.6% 192 $44K
Rain Capital Management, LLC 0.03% No change 206 $43K
Main Street Group, LTD 0.02% Add +0.6% 176 $40K
Balefire, LLC 0.01% Reduce -0.6% 172 $39K
Richard Bernstein Advisors LLC 0.00% No change 170 $39K
Great Lakes Retirement, Inc. 0.00% New 159 $36K
Elevation Wealth Partners, LLC 0.02% Reduce -11.1% 153 $35K
Piscataqua Savings Bank 0.03% No change 148 $33K
Baldwin Wealth Partners LLC 0.00% No change 143 $32K
Steph & Co. 0.01% No change 141 $32K
Tower View Wealth Management LLC 0.02% No change 140 $32K
Capital Investment Counsel, Inc 0.00% No change 125 $28K
Lowe Wealth Advisors, LLC 0.01% No change 116 $26K
Dynamic Wealth Strategies, LLC 0.02% No change 116 $26K
AllSquare Wealth Management LLC 0.02% No change 112 $25K
Raleigh Capital Management Inc. 0.01% Reduce -98.3% 111 $25K
Smithfield Trust Co 0.00% No change 110 $25K
Ridgewood Investments LLC 0.01% New 110 $25K
Abound Wealth Management 0.01% Reduce -9.9% 109 $25K
Brown, Lisle/Cummings, Inc. 0.01% No change 108 $24K
Beach Investment Counsel Inc. 0.00% New 100 $23K
Financial Avengers, Inc. 0.01% Reduce -33.1% 101 $23K
Delta Asset Management LLC 0.00% No change 101 $23K
Mark Sheptoff Financial Planning, LLC 0.01% No change 100 $23K
GHP Investment Advisors, Inc. 0.00% No change 100 $23K
Fortis Group Advisors, LLC 0.00% Reduce -98.7% 95 $21K
Richardson Capital Management LLC 0.02% Reduce -53.1% 90 $20K
Dogwood Wealth Management LLC 0.01% New 76 $17K
Delos Wealth Advisors, LLC 0.02% No change 75 $17K
Coppell Advisory Solutions LLC 0.00% — 74 $17K
Estabrook Capital Management 0.00% Reduce -50.0% 70 $16K
Godsey & Gibb, Inc. 0.00% No change 65 $15K
Central Pacific Bank - Trust Division 0.00% No change 63 $14K
Daiwa Securities Group Inc. 0.00% New 61 $14K
Janiczek Wealth Management, LLC 0.00% No change 58 $13K
Arvest Investments, Inc. 0.00% No change 56 $13K
Van Eck Associates Corp. 0.00% No change 53 $12K
Cedar Mountain Advisors, LLC 0.00% No change 53 $12K
CBIZ Investment Advisory Services, LLC 0.00% New 51 $12K
Strategic Investment Solutions, Inc. 0.00% — 77 $11K
Sachetta, LLC 0.00% No change 50 $10K
LGT Financial Advisors LLC 0.02% Reduce -95.2% 46 $10K
Financial Network Wealth Advisors LLC 0.01% New 42 $10K
Wolff Wiese Magana LLC 0.01% Add +70.8% 41 $9K
Gen-Wealth Partners Inc 0.00% No change 40 $9K
Element Wealth, LLC 0.00% No change 38 $9K
Halpern Financial, Inc. 0.00% No change 37 $8K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -86.5% 36 $8K
FPC Investment Advisory, Inc. 0.01% No change 32 $7K
Kelly Financial Services LLC 0.00% No change 31 $7K
Orion Capital Management LLC 0.00% No change 30 $7K
Evergreen Private Wealth LLC 0.00% Add +650.0% 30 $7K
Gradient Investments LLC 0.00% Reduce -73.2% 29 $7K
Redwood Wealth Management Group, LLC 0.00% New 25 $6K
DecisionPoint Financial, LLC 0.00% No change 25 $5K
Arcadia Investment Management Corp. 0.00% No change 24 $5K
Dunhill Financial, LLC 0.00% No change 24 $5K
American Capital Advisory, LLC 0.00% No change 26 $5K
Financial Connections Group, Inc. 0.00% New 24 $5K
Signature Resources Capital Management, LLC 0.00% No change 22 $5K
Chris Bulman Inc 0.00% — 14 $3K
New Millennium Group LLC 0.00% New 14 $3K
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
Evolution Advisers, Inc. 0.00% New 8 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $453

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