SS Technology Select SectorXLKETF

13F holders, Q3 2024 (September 30)
2,029holders +18
111new positions
96sold out
7famous investors
$225.65avg. 13F price*

At the end of Q3 2024, 2,029 institutions reported holding SS Technology Select Sector (XLK) in their 13F filings, up 18 from Q2 2024. 111 opened new positions and 96 sold out. The largest holders were Bank of America Corp. ($2.8B), Wells Fargo & Company ($2.4B) and Morgan Stanley ($2.2B). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
SS Technology Select Sector
Filed as
SELECT SECTOR SPDR TR (Q3 2024)
CUSIP
81369Y803
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions111$433.4M
Exits96$428.8M

All 13F filers, Q2 2024 → Q3 2024: 9,740,593 shares bought and 13,697,068 shares sold, net −3,956,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,029 holders

Bank of America Corp. 0.25% Reduce -5.8% 12,615,627 $2.8B
Wells Fargo & Company 0.59% Add +0.5% 10,749,305 $2.4B
Morgan Stanley 0.16% Add +1.8% 9,640,564 $2.2B
LPL Financial LLC 0.71% Reduce -0.8% 6,997,449 $1.6B
Ameriprise Financial Inc. 0.32% Add +30.5% 5,497,389 $1.2B
Envestnet Asset Management Inc. 0.38% Reduce -2.9% 5,272,969 $1.2B
UBS Group AG 0.32% Reduce -1.1% 5,061,270 $1.1B
Goldman Sachs Group Inc. 0.20% Add +4.7% 4,573,280 $1.0B
CHURCHILL MANAGEMENT Corp 11.34% Add +1.9% 4,379,865 $988.8M
Raymond James & Associates 0.47% Reduce -2.0% 3,437,876 $776.1M
Royal Bank of Canada 0.14% Add +1.0% 2,846,197 $642.6M
Truist Financial Corp. 0.95% Reduce -5.6% 2,678,945 $604.8M
Janney Montgomery Scott LLC 1.67% Reduce -6.3% 2,650,219 $598.3M
WestEnd Advisors, LLC 11.18% Reduce -8.0% 2,017,515 $455.5M
Charles Schwab Investment Management Inc. 0.08% Reduce -3.3% 1,963,674 $443.3M
Nissay Asset Management Corp. /Japan 2.78% Reduce -13.5% 1,945,469 $439.2M
BlackRock, Inc. 0.01% — 1,766,116 $398.7M
Agf Management Ltd. 1.72% Reduce -3.8% 1,491,576 $336.7M
Northern Trust Corp. 0.06% Add +2.1% 1,487,970 $335.9M
JPMorgan Chase & Co. 0.03% Reduce -3.0% 1,478,462 $333.8M
State Street Corp. 0.01% Add +0.5% 1,443,399 $325.9M
US Bancorp \de 0.42% Add +2.7% 1,434,622 $323.9M
Provida Pension Fund Administrator 6.85% Add +219.6% 1,392,644 $314.5M
PGIM Custom Harvest LLC 5.53% Reduce -3.6% 1,210,009 $273.2M
Focus Partners Wealth 0.77% Reduce -1.4% 1,065,702 $240.3M
Harel Insurance Investments & Financial Services Ltd. 3.98% Add +29.3% 1,022,706 $230.9M
CW Advisors, LLC 3.06% Add +0.1% 1,016,487 $229.5M
Bank of Montreal 0.11% Reduce -43.8% 1,005,496 $226.3M
Equitable Holdings, Inc. 2.19% Reduce -1.8% 1,002,250 $226.3M
Raymond James Financial Services Advisors, Inc. 0.29% Add +0.5% 980,330 $221.3M
Migdal Insurance & Financial Holdings Ltd. 3.57% Add +58.2% 976,843 $220.5M
Two Sigma Investments, LP 0.50% Add +104.5% 945,551 $213.5M
Factory Mutual Insurance Co. 2.17% Reduce -32.5% 930,700 $210.1M
Commonwealth Equity Services, LLC 0.32% Add +3.8% 923,317 $208.4M
Main Management ETF Advisors, LLC 9.59% Add +2.5% 896,010 $202.3M
Barclays PLC 0.09% Reduce -30.2% 889,596 $200.8M
PNC Financial Services Group, Inc. 0.12% Reduce -1.4% 840,166 $189.7M
Rockefeller Capital Management L.P. 0.51% Add +1.6% 837,511 $189.0M
Captrust Financial Advisors 0.52% Reduce -51.1% 775,484 $175.1M
Stifel Financial Corp. 0.18% Reduce -7.0% 768,887 $173.6M
Cetera Investment Advisers 0.38% Reduce -2.8% 765,901 $172.9M
Osaic Holdings, Inc. 0.38% Reduce -4.1% 742,528 $167.7M
KCM Investment Advisors LLC 5.43% Add +0.5% 704,903 $159.1M
Unisphere Establishment 1.50% New 700,000 $158.0M
Swan Global Investments, LLC 7.50% Reduce -9.5% 688,937 $155.5M
EP Wealth Advisors, LLC 1.31% Add +39.8% 675,696 $152.5M
HighTower Advisors, LLC 0.22% Reduce -9.8% 674,212 $152.2M
Victory Capital Management Inc. 0.14% Reduce -7.3% 637,324 $143.9M
Two Sigma Advisers, LP 0.33% Add +14.8% 628,800 $142.0M
RiverFront Investment Group, LLC 3.18% Add +3.4% 599,151 $135.3M
Cambridge Investment Research Advisors, Inc. 0.46% Add +10.0% 597,495 $134.9M
Corient Private Wealth LP 0.21% Add +110.5% 580,858 $131.1M
Private Advisor Group, LLC 0.79% Reduce -9.5% 560,215 $126.5M
Jane Street Group, LLC 0.20% Add +15.0% 535,553 $120.9M
Mariner, LLC 0.21% Reduce -6.5% 526,722 $118.9M
SG Americas Securities, LLC 0.43% Add +226.6% 497,665 $112.4M
Conservest Capital Advisors, Inc. 11.15% Add +4.2% 522,287 $108.8M
Advisory Alpha, LLC 3.85% Add +2.5% 479,934 $108.4M
Bar Harbor Wealth Management 6.84% Reduce -0.7% 473,219 $106.8M
TD Asset Management Inc 0.09% Add +1.2% 471,310 $106.1M
Cwm, LLC 0.44% Reduce -1.3% 455,605 $102.9M
Spinnaker Trust 5.87% Reduce -0.5% 422,122 $95.3M
J.Safra Asset Management Corp 8.49% Add +2.7% 396,916 $89.3M
Fifth Third Bancorp 0.32% Reduce -2.4% 392,684 $88.7M
Kestra Advisory Services, LLC 0.48% Reduce -2.2% 381,561 $86.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 2.25% Add +109.4% 368,543 $83.2M
Citigroup Inc. 0.07% Reduce -27.8% 340,140 $76.8M
MML Investors Services, LLC 0.28% Add +0.5% 337,966 $76.3M
Assetmark, Inc. 0.21% Reduce -19.3% 332,432 $75.0M
Parker Investment Management, LLC 11.71% Reduce -1.7% 320,719 $72.4M
Bellwether Advisors, LLC 13.77% Reduce -0.6% 317,638 $71.7M
Trek Financial, LLC 5.28% Reduce -1.4% 312,247 $70.5M
BNP Paribas Financial Markets 0.07% Reduce -68.5% 309,525 $69.9M
Gerber Kawasaki Wealth & Investment Management 3.20% Reduce -20.9% 308,277 $69.6M
Sumitomo Mitsui Financial Group, Inc. 1.55% New 305,000 $68.9M
Cornerstone Advisors, LLC 2.61% Add +29.8% 292,400 $66.0M
Wharton Business Group, LLC 2.91% Add +0.1% 286,621 $64.7M
Wealth Enhancement Advisory Services, LLC 0.14% Reduce -6.5% 286,589 $64.7M
Mercer Global Advisors Inc. 0.15% Reduce -0.1% 280,654 $62.0M
Capital Investment Advisors, LLC 1.25% Reduce -2.6% 269,905 $60.9M
CoreCap Advisors, LLC 2.74% Add +6.5% 258,230 $58.3M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 7.77% Reduce -13.5% 250,800 $56.6M
Sanctuary Advisors, LLC 0.35% Add +72.1% 238,866 $55.8M
Full Sail Capital, LLC 3.57% Add +5.2% 246,737 $55.7M
Foundations Investment Advisors, LLC 1.14% Add +18.4% 240,830 $54.4M
IMZ Advisory Inc 23.57% Add +12.5% 226,145 $50.9M
Meitav Investment House Ltd. 0.85% Reduce -7.0% 225,595 $50.6M
Salomon & Ludwin, LLC 5.03% Reduce -8.3% 218,416 $49.3M
Evolution Wealth Advisors, LLC 8.65% Reduce -0.3% 212,447 $48.0M
Pathstone Holdings, LLC 0.21% Reduce -4.4% 211,887 $47.8M
Integrated Wealth Concepts LLC 0.58% Add +6.1% 211,091 $47.7M
Ashton Thomas Private Wealth, LLC 2.54% Add +3.4% 210,955 $47.6M
Main Management LLC 3.91% Reduce -0.6% 210,763 $47.6M
Old National Bancorp 1.09% Reduce -6.4% 209,419 $47.3M
Graypoint LLC 2.92% Reduce -2.8% 201,654 $45.5M
Cresset Asset Management, LLC 0.18% Add +5.8% 201,236 $45.4M
Creative Planning 0.04% Add +0.1% 200,766 $45.3M
TD Waterhouse Canada Inc. 0.36% Add +17.2% 204,725 $45.0M
Walleye Capital LLC 0.52% Add +6.6% 196,644 $44.4M
United Asset Strategies, Inc. 4.08% Add +1.5% 193,853 $43.8M
Hollencrest Capital Management 1.78% Reduce -0.5% 191,186 $43.2M
Chemung Canal Trust Co. 8.37% Reduce -22.3% 183,356 $41.4M
Oppenheimer Asset Management Inc. 0.49% Reduce -1.4% 181,685 $41.0M
Spectrum Wealth Counsel, LLC 4.76% Reduce -7.6% 178,507 $40.3M
Comerica Bank 0.16% Reduce -4.1% 178,379 $40.3M
FMR LLC 0.00% Add +4.9% 176,315 $39.8M
MAI Capital Management 0.38% Reduce -1.6% 175,575 $39.6M
Thrivent Financial for Lutherans 0.08% Reduce -27.5% 174,791 $39.5M
Kingsview Wealth Management, LLC 0.83% Reduce -15.2% 174,665 $39.4M
Krilogy Financial LLC 2.66% Reduce -5.7% 170,987 $38.6M
Atria Wealth Solutions, Inc. 0.42% Reduce -11.0% 170,559 $38.5M
Commerce Bank 0.24% Add +0.6% 170,149 $38.4M
Carnegie Investment Counsel 1.12% Reduce -0.4% 168,411 $38.0M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5.69% Add +9.1% 165,802 $37.4M
Prudential Financial Inc. 0.05% Reduce -3.1% 161,127 $36.4M
Phoenix Financial Ltd. 0.54% Reduce -50.2% 161,034 $36.4M
Alps Advisors Inc. 0.24% Add +13.5% 159,071 $35.9M
Stillwater Capital Advisors, LLC 4.59% Reduce -1.4% 157,378 $35.5M
Federation des caisses Desjardins du Quebec 0.17% Reduce -1.5% 155,720 $35.2M
Janney Capital Management LLC 2.36% Add +1.6% 154,772 $34.9M
Petredis Investment Advisors LLC 3.64% Reduce -4.5% 151,787 $34.3M
State of Tennessee, Department of Treasury 0.12% Add +103.1% 151,275 $34.2M
Jump Financial, LLC 0.71% New 150,664 $34.0M
Steward Partners Investment Advisory, LLC 0.31% Reduce -1.4% 147,023 $33.2M
Asset Advisors Investment Management, LLC 3.39% Add +0.2% 144,323 $32.6M
Citizens Financial Group Inc. 0.65% Add +19.6% 143,657 $32.4M
First Interstate Bank 1.92% Reduce -3.1% 139,953 $31.6M
Tocqueville Asset Management L.P. 0.50% Add +0.0% 139,640 $31.5M
Peapack Gladstone Financial Corp. 0.45% Reduce -0.4% 138,032 $31.2M
Dakota Wealth Management 0.70% Reduce -1.9% 137,190 $31.0M
NWF Advisory Services Inc. 4.37% Add +7.3% 133,011 $30.0M
M&T Bank Corp 0.10% Add +18.3% 132,188 $29.8M
Brave Asset Management Inc. 7.34% Reduce -1.7% 130,965 $29.6M
Marks Wealth, LLC 12.47% Add +84.8% 128,663 $29.0M
IHT Wealth Management, LLC 0.82% Add +6.5% 128,543 $29.0M
First Horizon Advisors, Inc. 0.80% Reduce -0.6% 127,199 $28.7M
Cibc World Market Inc. 0.06% Reduce -3.5% 125,903 $28.4M
Baird Financial Group, Inc. 0.06% Add +11.9% 125,454 $28.3M
WBH Advisory Inc. 2.67% Add +1.0% 125,036 $28.2M
Intrua Financial, LLC 4.58% Reduce -11.8% 124,946 $28.2M
Gratus Wealth Advisors, LLC 4.56% Add +3.5% 124,737 $27.9M
Biltmore Wealth Management, LLC 11.45% Add +1.2% 123,497 $27.9M
Concurrent Investment Advisors, LLC 0.82% Add +4.7% 122,713 $27.7M
Yarbrough Capital, LLC 1.12% No change 122,040 $27.6M
Ayalon Insurance Comp Ltd. 8.53% Add +4.6% 121,344 $27.4M
Lido Advisors, LLC 0.21% Reduce -43.4% 121,005 $27.3M
Spire Wealth Management 0.92% Reduce -10.8% 120,781 $27.3M
Robertson Stephens Wealth Management, LLC 1.00% Reduce -7.2% 120,598 $27.2M
Martin & Co. Inc. 6.40% Reduce -1.2% 120,423 $27.2M
RFG Advisory, LLC 0.82% Add +12.1% 119,630 $27.0M
Black Swift Group, LLC 5.94% Add +0.5% 119,110 $26.9M
Clarity Financial LLC 3.15% Add +1.9% 118,863 $26.8M
Advisory Services Network, LLC 0.55% No change 118,361 $26.8M
Bailard, Inc. 0.69% Add +0.4% 117,329 $26.5M
DAVENPORT & Co LLC 0.16% Reduce -0.8% 117,076 $26.4M
Strategic Point Investment Advisors, LLC 4.36% Reduce -0.4% 117,025 $26.4M
ARS Wealth Advisors Group, LLC 3.23% Reduce -1.4% 116,608 $26.3M
Premier Path Wealth Partners, LLC 4.14% Add +15.7% 116,277 $26.3M
Millennium Management 0.02% Add +15.8% 115,346 $26.0M
Prosperity Consulting Group, LLC 2.01% Add +1417.8% 114,211 $25.8M
Vickerman Investment Advisors, Inc. 7.56% Reduce -0.1% 113,901 $25.7M
AlphaStar Capital Management, LLC 2.03% Add +6.1% 112,974 $25.5M
Northeast Financial Consultants Inc 1.08% Reduce -1.2% 109,851 $24.8M
Adams Diversified Equity Fund, Inc. 0.90% Add +46.5% 109,000 $24.6M
Long Run Wealth Advisors, LLC 5.76% Add +2.4% 108,439 $24.5M
Mirae Asset Global Investments Co., Ltd. 0.11% Reduce -60.9% 108,274 $24.4M
Fairfield Financial Advisors, LTD 8.33% Reduce -0.8% 107,898 $24.4M
Essex LLC 4.99% Add +4.2% 107,891 $24.4M
Buffington Mohr McNeal 3.96% Reduce -0.7% 106,579 $24.1M
Cerity Partners LLC 0.05% Add +14.8% 106,520 $24.0M
Atlas Capital Advisors Inc. 3.68% Add +9.6% 106,498 $24.0M
Wealthfront Advisers LLC 0.07% Reduce -0.1% 105,168 $23.7M
Oakworth Capital, Inc. 1.63% Reduce -5.2% 104,132 $23.5M
High Note Wealth, LLC 6.71% Add +0.1% 103,911 $23.5M
Taiyo Life Insurance Co. 1.83% Reduce -41.7% 102,200 $23.1M
McKinley Carter Wealth Services, Inc. 1.39% Reduce -3.9% 101,664 $23.0M
Roble, Belko & Company, Inc 3.56% No change 99,921 $22.6M
Associated Banc-Corp 0.66% Reduce -1.8% 99,402 $22.4M
J.W. Cole Advisors, Inc. 0.94% Add +2.1% 99,108 $22.4M
Callan Capital, LLC 1.56% Reduce -2.4% 98,983 $22.3M
Joel Isaacson & Co., LLC 1.05% Reduce -0.2% 97,153 $21.9M
Tiller Private Wealth, Inc. 9.08% Add +3.6% 97,013 $21.9M
NewEdge Advisors, LLC 0.14% Add +1.5% 96,879 $21.9M
Tiff Advisory Services, LLC 7.21% No change 96,003 $21.7M
Mizuho Bank, Ltd. 4.23% No change 95,000 $21.4M
DRW Securities, LLC 1.17% Add +318.5% 93,906 $21.2M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.76% No change 93,673 $21.1M
Composition Wealth, LLC 0.48% Reduce -0.3% 92,217 $20.8M
Orange Investment Advisors, Inc. 2.27% Reduce -3.8% 90,908 $20.5M
IFP Advisors, Inc 0.73% Add +119.0% 90,253 $20.4M
Independent Financial Group, LLC 0.75% Add +14.3% 90,120 $20.3M
Park Avenue Securities LLC 0.23% Reduce -3.8% 88,995 $20.1M
Forbes J M & Co. LLP 1.96% No change 88,753 $20.0M
Centaurus Financial, Inc. 1.27% Add +20.9% 88,317 $19.9M
Secure Asset Management, LLC 3.36% Add +2.1% 88,190 $19.9M
Rezny Wealth Management, Inc. 4.99% Add +12.2% 87,670 $19.8M
Exchange Traded Concepts, LLC 0.47% Reduce -12.4% 87,595 $19.8M
Tiaa Trust, National Association 0.06% Reduce -15.9% 87,438 $19.7M
B. Riley Wealth Advisors, Inc. 0.53% Add +4.9% 85,174 $19.1M
Financial Counselors Inc. 0.28% Reduce -1.5% 83,565 $18.9M
Klingenstein Fields & Co. LP 0.74% Reduce -2.1% 81,978 $18.5M
Ameritas Advisory Services, LLC 0.80% Add +7.1% 81,914 $18.5M
Stratos Wealth Partners, LTD. 0.27% Add +6.3% 81,819 $18.5M
Avantax Advisory Services, Inc. 0.12% Reduce -59.2% 81,221 $18.3M
Atria Investments, Inc 0.23% Reduce -5.1% 80,741 $18.2M
Mendel Capital Management LLC 11.03% Reduce -4.2% 79,637 $18.0M
NewSquare Capital LLC 1.43% Add +1.1% 81,437 $18.0M
Blair William & Co. 0.05% Reduce -0.3% 79,390 $17.9M
Bristlecone Advisors, LLC 1.43% Reduce -1.5% 78,719 $17.8M
Fox Financial, Inc 15.24% Reduce -0.1% 77,423 $17.5M
Goldstein Advisors, LLC 2.61% New 76,093 $17.2M
Visionary Wealth Advisors 1.04% Reduce -0.2% 75,725 $17.1M
Allspring Global Investments Holdings, LLC 0.03% Reduce -19.6% 75,289 $17.0M
Pallas Capital Advisors LLC 0.73% Reduce -2.4% 74,002 $17.0M
Quantinno Capital Management LP 0.22% Add +7.5% 74,882 $16.9M
Nations Financial Group Inc, /Ia/ 1.22% Add +1.4% 74,490 $16.8M
Quantitative Investment Management, LLC 1.65% New 74,050 $16.7M
Focus Financial Network, Inc. 0.68% Reduce -0.9% 73,868 $16.7M
Keybank National Association 0.06% Reduce -4.0% 73,203 $16.5M
Pittenger & Anderson Inc. 0.61% Reduce -0.7% 72,701 $16.4M
Allworth Financial LP 0.10% Reduce -2.0% 71,450 $16.1M
Sequent Asset Management, LLC 7.86% Reduce -0.4% 70,526 $15.9M
Mutual Advisors, LLC 0.46% Reduce -8.0% 67,923 $15.6M
Allianz SE 0.42% No change 68,455 $15.5M
Rothschild Capital Partners, LLC 4.27% Reduce -40.1% 67,845 $15.3M
TCP Asset Management, LLC 3.53% Add +49.3% 67,825 $15.3M
Integrated Advisors Network LLC 0.74% Reduce -1.3% 67,820 $15.3M
Jones Financial Companies LLLP 0.02% Add +74.7% 67,806 $15.3M
Tsfg, LLC 3.31% Add +6.4% 67,256 $15.2M
Simmons Bank 1.09% Reduce -1.1% 66,979 $15.1M
Camarda Financial Advisors, LLC 5.56% Add +1.6% 65,778 $14.9M
Synovus Financial Corp. 0.17% Add +11.3% 65,238 $14.7M
Founders Financial Securities LLC 1.36% Reduce -10.5% 65,223 $14.7M
J. Goldman & Co LP 0.64% Reduce -51.4% 65,009 $14.7M
Fiera Capital Corp 0.04% Reduce -4.3% 64,873 $14.6M
Tamar Securities, LLC 2.03% Add +0.0% 63,748 $14.4M
Destiny Wealth Partners, LLC 2.50% Reduce -0.7% 63,139 $14.3M
Flow Traders U.S. LLC 0.72% Add +470.9% 62,945 $14.2M
Benjamin Edwards Inc. 0.21% Add +12413.2% 62,566 $14.1M
Trust Co 1.70% Add +9.7% 62,564 $14.1M
Money Concepts Capital Corp. 1.07% Add +0.2% 62,514 $14.1M
Montag A & Associates Inc. 0.66% Reduce -3.1% 62,144 $14.0M
Anfield Capital Management, LLC 5.31% Add +14.7% 61,675 $13.9M
Cornerstone Wealth Group, LLC 1.13% Reduce -3.6% 60,440 $13.6M
Leuthold Group, LLC 1.52% Reduce -17.2% 60,440 $13.6M
&partners 0.26% Add +73.7% 60,144 $13.6M
Healthcare of Ontario Pension Plan Trust Fund 0.03% New 60,000 $13.5M
AMG National Trust Bank 0.36% Reduce -31.0% 59,625 $13.5M
Apollon Financial, LLC 3.92% Add +1.0% 59,074 $13.3M
Western Wealth Management, LLC 0.76% Add +15.4% 58,862 $13.3M
Orion Porfolio Solutions, LLC 0.13% Add +3.1% 58,480 $13.2M
Orion Portfolio Solutions, LLC 0.13% Add +3.1% 58,480 $13.2M
Circle Wealth Management, LLC 0.29% Reduce -11.3% 58,094 $13.1M
Sepio Capital, LP 1.02% Reduce -3.1% 57,965 $13.1M
Nelson Capital Management, LLC 2.20% Add +35.6% 57,843 $13.1M
Horizon Investments, LLC 0.35% Reduce -1.9% 57,648 $13.0M
Measured Wealth Private Client Group, LLC 4.34% Add +21.7% 57,541 $13.0M
Freedom Investment Management, Inc. 1.03% Add +1.5% 57,393 $13.0M
MV Capital Management, Inc. 1.36% Reduce -1.7% 56,833 $12.8M
First Trust Investment Solutions L.P. 1.44% Add +8.6% 56,562 $12.8M
Prime Capital Investment Advisors, LLC 0.18% Reduce -0.6% 56,373 $12.7M
McMorgan & Co. LLC 1.96% Reduce -5.1% 56,356 $12.7M
Schnieders Capital Management LLC 2.43% Reduce -2.5% 56,168 $12.7M
Envestnet Portfolio Solutions, Inc. 0.04% Add +2.7% 55,880 $12.6M
Toth Financial Advisory Corp. 1.49% Add +0.1% 55,848 $12.6M
Axxcess Wealth Management, LLC 0.32% Reduce -1.4% 55,731 $12.6M
Surience Private Wealth LLC 12.85% New 55,689 $12.6M
Elevation Point Wealth Partners, LLC 1.21% Add +9.2% 55,664 $12.6M
TCV Trust & Wealth Management, Inc. 1.12% Add +2.3% 55,195 $12.5M
Venture Visionary Partners LLC 0.55% Add +5.7% 54,444 $12.3M
Virtu Financial LLC 0.68% Add +330.5% 54,304 $12.3M
Affinity Capital Advisors, LLC 2.37% Add +5.7% 54,264 $12.3M
Rockland Trust Co. 0.60% Reduce -1.9% 54,075 $12.2M
Venturi Wealth Management, LLC 0.63% Add +4.7% 53,552 $12.1M
Redhawk Wealth Advisors, Inc. 1.73% Add +38.2% 53,512 $12.1M
Schonfeld Strategic Advisors LLC 0.10% Add +18175.0% 53,363 $12.0M
Alliancebernstein L.P. 0.00% Add +119.6% 53,173 $12.0M
Great Valley Advisor Group, Inc. 0.29% Reduce -6.9% 52,932 $12.0M
Oppenheimer & Co. Inc. 0.18% Reduce -22.7% 52,787 $11.9M
Schorn Wealth LLC 4.04% Add +6.0% 52,754 $11.9M
Lodestar Private Asset Management LLC 1.52% Add +1.6% 52,701 $11.9M
Legacy Advisors, LLC 1.28% Add +1.4% 52,272 $11.8M
Spirepoint Private Client, LLC 1.54% Add +3.6% 51,484 $11.6M
Merit Financial Group, LLC 0.26% Add +0.9% 51,237 $11.6M
Arkadios Wealth Advisors 0.65% Add +33.6% 51,033 $11.5M
Sigma Planning Corp 0.35% Reduce -8.0% 50,759 $11.5M
Advisors Preferred, LLC 1.74% Reduce -12.6% 51,846 $11.4M
NewEdge Wealth, LLC 0.21% Add +10.1% 50,446 $11.4M
Bank Hapoalim BM 1.81% Reduce -48.6% 50,429 $11.4M
Bartlett & Co. Wealth Management LLC 0.16% Reduce -1.6% 50,082 $11.3M
Great Lakes Advisors, LLC 0.09% Reduce -14.4% 49,895 $11.3M
CX Institutional 0.49% Add +5.3% 49,133 $11.1M
Stephens Inc. 0.16% Reduce -5.5% 49,044 $11.1M
National Bank of Canada 0.01% Reduce -1.1% 48,959 $11.1M
HBW Advisory Services LLC 1.60% Add +73.7% 48,479 $10.9M
Bank of New York Mellon Corp 0.00% Add +1.8% 48,270 $10.9M
Itau Unibanco Holding S.A. 0.36% Add +9500.0% 48,000 $10.8M
D.A. Davidson & Co. 0.09% Reduce -1.4% 47,927 $10.8M
Harrell Investment Partners, LLC 3.06% Add +1.4% 47,862 $10.8M
Ciovacco Capital Management LLC 6.30% Reduce -34.2% 47,706 $10.8M
Parkside Investments, LLC 1.62% Add +55.3% 47,656 $10.8M
James Investment Research, Inc. 1.24% Reduce -8.7% 47,558 $10.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +0.9% 47,520 $10.7M
Cooksen Wealth, LLC 9.97% Add +10.7% 47,219 $10.7M
Franklin Resources Inc. 0.00% Add +3.3% 45,588 $10.7M
Cypress Capital Group 1.20% Reduce -0.1% 47,142 $10.6M
Ameraudi Asset Management, Inc. 4.80% Reduce -2.0% 46,607 $10.5M
Gladstone Institutional Advisory LLC 0.51% Add +16.3% 46,517 $10.5M
Fifth Third Securities, Inc. 0.99% Reduce -8.8% 46,435 $10.5M
Transcend Capital Advisors, LLC 0.70% Reduce -5.0% 46,209 $10.4M
Eastern Bank 0.19% Add +11.8% 45,847 $10.4M
Sowell Financial Services LLC 0.48% Reduce -6.8% 45,809 $10.3M
Quantitative Strategies, Inc. 5.48% Add +4.0% 45,798 $10.3M
Apexium Financial, LP 0.68% Add +2.6% 45,735 $10.3M
Court Place Advisors, LLC 3.00% Reduce -2.4% 45,543 $10.3M
CIBC Private Wealth Group LLC 0.02% Reduce -4.2% 44,645 $10.1M
Citadel Advisors 0.01% Add +1619.0% 44,557 $10.1M
StoneX Group Inc. 0.73% Reduce -35.6% 44,480 $10.0M
Ferguson Wellman Capital Management, Inc. 0.19% Reduce -2.3% 44,402 $10.0M
LMR Partners LLP 0.28% New 43,993 $9.9M
Florida Financial Advisors, LLC 5.08% Add +0.8% 43,621 $9.8M
Transamerica Financial Advisors, LLC 0.96% Add +6.9% 43,468 $9.8M
Mesirow Financial Investment Management, Inc. 0.19% Reduce -0.4% 43,194 $9.8M
Convergence Financial, LLC 2.04% Add +15.0% 42,578 $9.6M
Asset Management One Co., Ltd. 0.03% Reduce -45.1% 42,500 $9.6M
Nwam LLC 0.58% New 42,346 $9.6M
NINE MASTS CAPITAL Ltd 4.81% Reduce -41.5% 42,227 $9.5M
Trinity Wealth Management, LLC 4.36% Add +0.8% 42,105 $9.5M
Evercore Wealth Management, LLC 0.14% Reduce -1.3% 42,073 $9.5M
AlphaMark Advisors, LLC 3.27% Reduce -12.5% 41,985 $9.5M
ARS Investment Partners, LLC 0.85% Add +1.2% 41,903 $9.5M
First National Bank of Hutchinson 6.11% No change 41,868 $9.5M
Global Retirement Partners, LLC 0.28% Add +10.8% 41,702 $9.4M
Private Advisory Group LLC 1.18% Reduce -1.6% 41,458 $9.4M
Larson Financial Group LLC 0.53% Add +129.1% 41,363 $9.3M
Shepherd Financial Partners LLC 1.12% Add +2.4% 41,344 $9.3M
Jefferies Financial Group Inc. 0.16% Add +9.1% 40,898 $9.2M
Tucker Asset Management LLC 2.13% Reduce -29.5% 40,736 $9.2M
United Capital Financial Advisors, LLC 0.08% Add +0.3% 40,599 $9.2M
MontVue Capital Management, Inc. 6.98% Reduce -1.3% 40,282 $9.1M
Snider Financial Group 3.32% Add +0.3% 40,205 $9.1M
Kentucky Farm Bureau Mutual Insurance Co 1.95% No change 40,000 $9.0M
Level Four Advisory Services, LLC 0.38% Add +19.8% 40,608 $9.0M
Vertex Planning Partners, LLC 2.15% Reduce -1.2% 39,857 $9.0M
Relyea Zuckerberg Hanson LLC 1.36% Add +227.6% 39,696 $9.0M
Leicht Financial Planning & Wealth Management, Inc. 4.51% Add +3.9% 39,688 $9.0M
Strategic Wealth Partners, Ltd. 0.86% Add +788.8% 39,498 $8.9M
Kennicott Capital Management LLC 3.37% No change 38,951 $8.8M
WealthShield Partners, LLC 1.19% Add +40.1% 38,802 $8.8M
O'ROURKE & COMPANY, Inc 4.37% Add +4.4% 38,689 $8.7M
Bfsg, LLC 1.01% Reduce -9.8% 38,664 $8.7M
Conscious Wealth Investments, LLC 5.96% Add +0.3% 37,898 $8.7M
TrinityPoint Wealth, LLC 1.24% Reduce -5.0% 38,318 $8.7M
Chesapeake Wealth Management 2.95% Reduce -5.9% 38,273 $8.6M
Rovin Capital /Ut/ 3.18% Add +3.4% 38,108 $8.6M
Scotia Capital Inc. 0.05% Reduce -4.2% 37,949 $8.6M
Estate Counselors, LLC 0.88% Reduce -0.1% 37,824 $8.5M
Massachusetts Wealth Management 5.32% Add +0.8% 37,408 $8.4M
Tritonpoint Wealth, LLC 0.77% Reduce -6.5% 37,396 $8.4M
Private Wealth Advisors, LLC 3.42% Reduce -0.8% 38,121 $8.4M
Beacon Pointe Advisors, LLC 0.10% Reduce -24.0% 37,109 $8.4M
SkyOak Wealth, LLC 1.85% Add +0.1% 37,028 $8.4M
Sound View Wealth Advisors Group, LLC 0.68% Add +46.4% 36,718 $8.3M
Clifford Swan Investment Counsel LLC 0.29% No change 36,127 $8.2M
Savvy Advisors, Inc. 1.65% Add +160.1% 36,089 $8.1M
Buska Wealth Management, LLC 2.83% Reduce -9.8% 35,917 $8.1M
Bokf, NA 0.14% Add +7.3% 36,310 $8.1M
Etfidea, LLC 2.55% Add +1.1% 35,769 $8.1M
Sandy Spring Bank 0.33% Reduce -1.1% 35,657 $8.0M
Kestra Private Wealth Services, LLC 0.15% Reduce -0.2% 35,575 $8.0M
Concourse Financial Group Securities, Inc. 0.48% Add +2.6% 35,536 $8.0M
Roundview Capital LLC 0.58% Add +3.5% 35,408 $8.0M
Sage Capital Management, LLC 3.83% Add +6.5% 35,336 $8.0M
Regions Financial Corp. 0.06% Reduce -3.2% 35,251 $8.0M
Journey Advisory Group, LLC 0.95% Add +0.2% 35,128 $7.9M
First Merchants Corp. 0.30% Add +0.8% 35,142 $7.9M
Orleans Capital Management Corp. 4.50% Reduce -2.7% 35,065 $7.9M
Prostatis Group LLC 2.59% Add +4.6% 35,020 $7.9M
Flagship Harbor Advisors, LLC 0.43% Add +5.6% 34,917 $7.9M
Kwmg, LLC 0.79% Reduce -0.3% 34,768 $7.8M
Darwin Wealth Management, LLC 2.15% Reduce -5.3% 34,719 $7.8M
Stratos Wealth Advisors, LLC 0.36% Reduce -2.5% 34,694 $7.8M
GTS Securities LLC 0.16% Reduce -87.8% 34,471 $7.8M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.94% No change 34,246 $7.7M
Sage Capital Advisors,llc 2.02% Reduce -2.0% 34,210 $7.7M
Providence First Trust Co 3.28% Add +4.4% 34,204 $7.7M
Raymond James Trust N.A. 0.17% Reduce -4.2% 34,166 $7.7M
Kanawha Capital Management LLC 0.56% Reduce -1.6% 34,063 $7.7M
Prestige Wealth Management Group LLC 1.59% Reduce -2.5% 33,933 $7.7M
SteelPeak Wealth, LLC 0.34% Add +2.4% 33,818 $7.6M
Hobart Private Capital, LLC 1.95% Reduce -1.1% 33,694 $7.6M
Webster Bank, N. A. 0.81% Reduce -2.1% 33,550 $7.6M
Zullo Investment Group, Inc. 3.11% Add +0.8% 33,194 $7.5M
Round Rock Advisors LLC 1.74% Reduce -0.1% 32,954 $7.4M
Waverly Advisors, LLC 0.14% Reduce -1.8% 32,881 $7.4M
Brown Advisory Inc. 0.01% Reduce -1.1% 32,539 $7.3M
One Charles Private Wealth Services, LLC 2.79% Reduce -16.1% 32,466 $7.3M
Polianta Ltd 3.42% Reduce -0.6% 32,300 $7.3M
Duncker Streett & Co. Inc. 1.32% Add +1.6% 32,130 $7.3M
HB Wealth Management, LLC 0.08% Add +4.8% 32,063 $7.2M
Loudon Investment Management, LLC 3.94% Add +0.4% 31,858 $7.2M
Belpointe Asset Management LLC 0.43% Add +3.7% 31,839 $7.2M
Stockman Wealth Management, Inc. 1.11% Add +1.8% 31,687 $7.2M
Baker Avenue Asset Management, LP 0.23% Add +11.1% 31,674 $7.2M
Advisor OS, LLC 0.71% Add +7.6% 31,442 $7.1M
Financial Advocates Investment Management 0.40% Add +47.0% 39,145 $7.0M
Axiom Advisory, LLC 0.07% Add +103.6% 31,872 $7.0M
Summit Financial, LLC 0.27% Add +49.3% 30,976 $7.0M
Hilltop Holdings Inc. 0.46% Add +103.5% 30,967 $7.0M
Intrepid Financial Planning Group LLC 2.99% Reduce -13.0% 30,928 $7.0M
Quadcap Wealth Management, LLC 1.09% Add +9.8% 30,902 $7.0M
Capital Planning LLC 1.95% Add +0.5% 30,806 $7.0M
HSBC Holdings PLC 0.00% Reduce -40.0% 30,735 $6.9M
Banco Santander, S.A. 0.08% Add +29.2% 30,633 $6.9M
Tower Research Capital LLC (TRC) 0.18% Reduce -74.4% 30,595 $6.9M
HRT Financial LP 0.03% New 30,592 $6.9M
Pinnacle Financial Partners Inc 0.14% Add +0.9% 30,461 $6.9M
MMBG Investment Advisors Co. 0.72% Add +3.9% 30,445 $6.9M
Altus Wealth Group LLC 2.94% Reduce -10.3% 30,424 $6.9M
Grassi Investment Management 0.59% Reduce -0.7% 30,391 $6.9M
Mechanics Bank Trust Department 0.91% Add +2.1% 30,245 $6.8M
Dynamic Advisor Solutions LLC 0.20% Reduce -9.8% 30,126 $6.8M
L. Roy Papp & Associates, LLP 0.82% Reduce -1.1% 29,947 $6.8M
Trilogy Capital Inc. 0.34% Reduce -11.5% 29,893 $6.7M
FIL Ltd 0.01% Reduce -0.2% 29,889 $6.7M
Donald L. Hagan, LLC 3.44% Reduce -8.2% 29,811 $6.7M
Cary Street Partners Investment Advisory LLC 0.25% Reduce -10.6% 29,773 $6.7M
United Bank 3.10% Reduce -12.9% 29,760 $6.7M
Squarepoint Ops LLC 0.02% Reduce -82.3% 29,700 $6.7M
Analyst IMS Investment Management Services Ltd. 0.26% Add +179.3% 29,666 $6.7M
Keel Point, LLC 0.56% Reduce -9.4% 29,588 $6.7M
Colony Family Offices, LLC 2.04% Reduce -3.6% 29,061 $6.6M
Johnson Investment Counsel Inc. 0.06% Add +3.5% 29,002 $6.5M
Farther Finance Advisors, LLC 0.25% Add +1202.2% 28,948 $6.5M
Cavalier Investments, LLC 1.99% Reduce -78.7% 28,748 $6.5M
Hall Kathryn A. 1.36% No change 28,746 $6.5M
Wealthcare Advisory Partners LLC 0.18% Reduce -6.5% 28,708 $6.5M
Parsons Capital Management Inc. 0.41% Reduce -0.5% 28,567 $6.4M
AAFMAA Wealth Management & Trust LLC 2.82% Add +168.5% 28,316 $6.4M
Cranbrook Wealth Management, LLC 1.45% Reduce -1.0% 28,209 $6.4M
Clarus Wealth Advisors 3.21% Add +4.3% 28,139 $6.3M
Fischer Investment Strategies, LLC 5.41% Reduce -2.5% 27,823 $6.3M
Creative Financial Designs Inc. 0.53% Reduce -0.5% 27,768 $6.3M
Foster Dykema Cabot & Partners, LLC 0.53% No change 27,764 $6.3M
Harbour Investments, Inc. 0.19% Add +0.9% 27,723 $6.3M
GYL Financial Synergies, LLC 0.47% Add +2.0% 27,621 $6.2M
BigSur Wealth Management LLC 1.71% No change 27,500 $6.2M
Agur Provident & Training Funds Management Ltd. 1.89% No change 31,587 $6.2M
Whittier Trust Co. 0.08% Add +4.9% 27,139 $6.1M
NorthCoast Asset Management LLC 0.04% Add +12.6% 29,386 $6.1M
Soltis Investment Advisors LLC 0.59% Reduce -11.2% 26,879 $6.1M
Perigon Wealth Management, LLC 0.16% Reduce -4.2% 26,844 $6.1M
Sequoia Financial Advisors, LLC 0.06% Add +3.7% 26,664 $6.0M
WESPAC Advisors SoCal, LLC 1.39% Add +12.9% 26,604 $6.0M
Peterson Wealth Management 3.83% Add +8.1% 26,581 $6.0M
AdvisorNet Financial, Inc 0.45% Add +0.5% 26,533 $6.0M
Susquehanna International Group Ltd. 1.27% Add +218.7% 26,532 $6.0M
Burns J W & Co. Inc. 0.77% Add +1.9% 26,357 $6.0M
EPG Wealth Management LLC 1.50% Add +0.0% 26,298 $5.9M
Diversify Advisory Services, LLC 0.32% Add +53.9% 25,573 $5.9M
New Wave Wealth Advisors LLC 2.73% Add +6.6% 26,243 $5.9M
Heritage Oak Wealth Advisors LLC 2.73% Add +406.9% 26,243 $5.9M
Kovack Advisors, Inc. 0.63% Reduce -1.6% 26,145 $5.9M
Financial Freedom, LLC 3.11% Add +3.2% 26,024 $5.9M
Wedbush Securities Inc. 0.22% Reduce -12.8% 25,903 $5.8M
Avitas Wealth Management LLC 0.82% Reduce -1.7% 25,769 $5.8M
WNY Asset Management, LLC 0.68% Add +25.4% 25,727 $5.8M
Rockingstone Advisors LLC 2.84% Reduce -9.3% 25,648 $5.8M
AE Wealth Management LLC 0.05% Reduce -55.2% 25,632 $5.8M
Certuity, LLC 0.62% Reduce -56.0% 25,455 $5.7M
Stonebrook Private Inc. 1.52% Reduce -1.1% 25,424 $5.7M
PFG Advisors 0.36% Add +13.5% 25,344 $5.7M
Joseph P. Lucia & Associates, LLC 2.61% Add +0.2% 25,089 $5.7M
OneDigital Investment Advisors LLC 0.06% Reduce -0.1% 25,060 $5.7M
Brookstone Capital Management 0.08% Add +10.7% 25,048 $5.7M
Destiny Capital Corp 3.49% Reduce -0.3% 25,176 $5.6M
Snowden Capital Advisors LLC 0.17% Reduce -3.3% 24,923 $5.6M
Bouchey Financial Group, Ltd. 0.50% Add +0.5% 24,873 $5.6M
Valeo Financial Advisors, LLC 0.16% Reduce -3.6% 24,799 $5.6M
Twin Focus Capital Partners, LLC 0.88% Add +1.2% 24,778 $5.6M
Milestone Investment Advisors LLC 1.56% Reduce -8.3% 24,653 $5.6M
Comprehensive Wealth Management, LLC 3.62% Add +21.1% 24,648 $5.6M
Patten & Patten Inc. 0.36% Add +0.3% 24,322 $5.5M
Boltwood Capital Management 1.62% Reduce -2.2% 24,236 $5.5M
Pachira Investments Inc. 4.21% Add +9.5% 24,214 $5.5M
CENTRAL TRUST Co 0.13% Reduce -3.1% 24,001 $5.4M
AdvisorShares Investments LLC 1.04% Reduce -9.0% 23,971 $5.4M
Pineridge Advisors LLC 2.04% Add +36.4% 23,872 $5.4M
K.J. Harrison & Partners Inc 0.81% No change 23,140 $5.4M
Capital Insight Partners, LLC 0.94% Reduce -1.6% 23,753 $5.4M
Jmac Enterprises LLC 0.84% Add +7.8% 23,379 $5.3M
LYNX Capital Group Ltd. 3.38% Reduce -1.3% 23,084 $5.2M
Westside Investment Management, Inc. 1.11% Reduce -3.0% 23,312 $5.2M
Wellington Management Group LLP 0.00% New 23,012 $5.2M
Capital Asset Advisory Services LLC 0.26% Add +3.2% 22,793 $5.2M
GeoWealth Management, LLC 0.18% Reduce -31.5% 22,936 $5.2M
Wela Strategies, Inc. 2.26% Add +15.1% 22,922 $5.2M
Manchester Capital Management LLC 0.60% Reduce -1.7% 22,742 $5.1M
JFS Wealth Advisors, LLC 0.34% Add +4.8% 22,697 $5.1M
IFG Advisory, LLC 0.32% Add +2.0% 22,589 $5.1M
RiverGlades Family Offices LLC 3.65% Add +6.6% 22,582 $5.1M
Laidlaw Wealth Management LLC 2.52% Reduce -1.2% 22,560 $5.1M
Mathes Company, Inc. 1.81% Reduce -2.4% 22,550 $5.1M
Absolute Capital Management, LLC 3.02% Reduce -8.0% 22,505 $5.1M
Yelin Lapidot Holdings Management Ltd. 0.83% No change 22,430 $5.1M
C2C Wealth Management, LLC 4.69% Add +2.1% 22,685 $5.0M
Windsor Capital Management, LLC 1.45% Reduce -0.7% 22,178 $5.0M
St. Johns Investment Management Company, LLC 2.35% Reduce -21.0% 22,112 $5.0M
Acorn Wealth Advisors, LLC 2.14% Add +3.2% 22,109 $5.0M
Algorithmic Investment Models, LLC 3.63% Add +14.4% 21,909 $4.9M
Prospera Financial Services Inc 0.12% Add +127.2% 21,650 $4.9M
Clay Northam Wealth Management, LLC 3.34% Add +3.0% 21,529 $4.9M
Bank of Marin 3.92% Reduce -2.3% 21,495 $4.9M
Susquehanna International Group, LLP 0.01% Reduce -84.2% 21,477 $4.8M
Dodds Wealth, LLC 1.61% Add +13.5% 21,021 $4.8M
Crestline Management, L.P. 0.28% New 21,420 $4.8M
Arrow Investment Advisors, LLC 4.46% Reduce -4.8% 21,239 $4.8M
Valmark Advisers, Inc. 0.07% Add +15.1% 21,080 $4.8M
Edge Capital Group, LLC 0.21% Reduce -0.5% 21,054 $4.8M
ProVise Management Group, LLC 0.38% Add +4.1% 21,049 $4.8M
Narwhal Capital Management 0.43% No change 21,000 $4.7M
Stock Yards Bank & Trust Co. 0.15% Reduce -10.0% 20,895 $4.7M
Institute for Wealth Management, LLC. 0.59% Add +0.3% 20,861 $4.7M
San Luis Wealth Advisors LLC 0.97% Add +0.9% 20,831 $4.7M
First Financial Bank - Trust Division 0.43% Reduce -5.6% 20,761 $4.7M
Insigneo Advisory Services, LLC 0.47% Add +23.3% 20,714 $4.7M
Shulman DeMeo Asset Management LLC 1.15% Add +10.3% 20,698 $4.7M
Okabena Investment Services Inc. 1.31% No change 20,613 $4.7M
Bramshill Investments, LLC 0.51% New 20,548 $4.6M
Financial Engines Advisors L.L.C. 0.01% Reduce -5.3% 20,542 $4.6M
Abbot Financial Management, Inc. 2.33% Add +0.5% 20,538 $4.6M
Mitsubishi UFJ Asset Management (UK) Ltd. 2.39% Reduce -44.9% 20,500 $4.6M
D.B. Root & Company, LLC 1.52% Add +0.6% 20,489 $4.6M
Narus Financial Partners, LLC 1.64% Reduce -8.7% 20,307 $4.6M
Ballentine Partners, LLC 0.08% No change 20,298 $4.6M
Integral Investment Advisors, Inc. 1.24% Add +33.5% 20,209 $4.6M
Advisor Resource Council 2.07% Add +1.9% 20,184 $4.6M
Encompass More Asset Management 1.73% Reduce -2.2% 20,140 $4.5M
Staley Capital Advisers Inc. 0.20% Reduce -8.4% 20,140 $4.5M
RMR Wealth Builders 0.48% Add +2.9% 20,006 $4.5M
Point72 Asset Management 0.02% New 20,000 $4.5M
Constitution Capital LLC 2.41% Add +2.4% 19,962 $4.5M
Natixis Advisors, LLC 0.01% Add +17.1% 19,957 $4.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +6.1% 19,915 $4.5M
IronBridge Private Wealth, LLC 1.67% Add +1753.3% 19,775 $4.5M
Rollins Financial Advisors, LLC 0.74% Reduce -2.8% 19,762 $4.5M
Pinnacle Associates Ltd. 0.08% Reduce -2.4% 23,088 $4.4M
Avior Wealth Management, LLC 0.18% Reduce -3.2% 19,684 $4.4M
Meridian Wealth Advisors, LLC 0.74% Reduce -7.8% 19,657 $4.4M
Mma Asset Management LLC 1.18% Add +161.9% 23,720 $4.4M
Geneos Wealth Management Inc. 0.17% Reduce -44.1% 19,467 $4.4M
O'shaughnessy Asset Management, LLC 0.04% Add +40.1% 18,751 $4.4M
Alterna Wealth Management, Inc. 3.93% Add +2.5% 19,400 $4.4M
Heritage Wealth Advisors 0.20% Add +13.9% 19,316 $4.4M
Caprock Group, LLC 0.16% New 19,303 $4.4M
Plimoth Trust Co. LLC 1.09% Add +9.1% 19,226 $4.3M
Signet Financial Management, LLC 0.55% Add +0.2% 19,113 $4.3M
Tidemark, LLC 1.77% Reduce -2.0% 19,092 $4.3M
Campbell Capital Management Inc. 1.71% New 19,091 $4.3M
Gallagher Fiduciary Advisors, LLC 0.87% Reduce -12.7% 19,084 $4.3M
Mill Creek Capital Advisors, LLC 0.10% Reduce -39.5% 18,985 $4.3M
Ieq Capital, LLC 0.05% Reduce -9.9% 18,959 $4.3M
Ledyard National Bank 0.39% Reduce -2.0% 18,927 $4.3M
Williams Jones Wealth Management, LLC. 0.05% Reduce -0.4% 18,853 $4.3M
Bryn Mawr Trust Advisors, LLC 0.23% No change 18,819 $4.2M
Canton Hathaway, LLC 1.06% Add +2.0% 18,809 $4.2M
Savant Capital, LLC 0.04% Add +252.1% 18,802 $4.2M
Lanark Financial, Inc. 0.36% Add +7.2% 18,801 $4.2M
Horizon Financial Services, LLC 2.51% Add +3.6% 18,703 $4.2M
Vivid Wealth Management, LLC 2.20% Reduce -1.9% 18,695 $4.2M
NDWM LLC 3.47% Reduce -2.9% 18,627 $4.2M
Caldwell Trust Co 0.44% Reduce -0.1% 18,595 $4.2M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 11.29% No change 18,586 $4.2M
Afg Fiduciary Services Limited Partnership 2.81% Add +3.3% 18,006 $4.2M
Pine Valley Investments Ltd Liability Co 0.29% Add +0.3% 18,363 $4.1M
Realta Investment Advisors 1.90% Reduce -35.6% 17,710 $4.1M
American Money Management, LLC 0.83% Add +30.8% 18,332 $4.1M
Evanson Asset Management, LLC 0.29% Add +0.8% 18,312 $4.1M
Pacific Sun Financial Corp 2.28% Add +1.2% 18,298 $4.1M
Consolidated Portfolio Review Corp 0.92% Add +3.5% 18,207 $4.1M
Jaffetilchin Investment Partners, LLC 0.31% Add +2.4% 18,181 $4.1M
NBT Bank, N.A. 0.28% Reduce -0.7% 18,142 $4.1M
Laurel Wealth Advisors LLC 0.65% Reduce -7.2% 18,005 $4.1M
Cresta Advisors, Ltd. 2.12% Reduce -0.1% 17,967 $4.1M
One Wealth Map LLC 2.39% Add +1.8% 17,735 $4.1M
Choreo, LLC 0.06% Add +16.2% 18,408 $4.1M
Fiduciary Group, LLC 0.41% Add +12.5% 17,863 $4.0M
IMC-Chicago, LLC 0.12% Add +32.9% 17,826 $4.0M
PFG Investments, LLC 0.26% Reduce -6.0% 17,690 $4.0M
Forbes Financial Planning, Inc. 2.87% Reduce -0.6% 17,663 $4.0M
Regal Investment Advisors LLC 0.28% Add +13.8% 17,629 $4.0M
Perennial Investment Advisors, LLC 0.52% Add +130.6% 17,545 $4.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -88.3% 17,548 $3.9M
5th Street Advisors, LLC 1.91% Reduce -8.3% 17,361 $3.9M
Lindbrook Capital, LLC 0.34% Reduce -1.9% 17,087 $3.9M
CreativeOne Wealth, LLC 0.13% Add +112.7% 17,004 $3.8M
Capstone Investment Advisors, LLC 0.13% New 16,995 $3.8M
9258 Wealth Management, LLC 0.57% Reduce -6.5% 16,960 $3.8M
NorthRock Partners, LLC 0.13% Reduce -10.2% 16,861 $3.8M
Cornerstone Wealth Management, LLC 0.27% Add +1.6% 16,741 $3.8M
Alpha Financial Partners LLC 2.69% New 16,725 $3.8M
Ehrlich Financial Group 2.69% Add +19.8% 16,725 $3.8M
Credit Agricole S A 0.02% Reduce -94.7% 16,692 $3.8M
TD Private Client Wealth LLC 0.11% Add +13.5% 16,685 $3.8M
Atticus Wealth Management, LLC 1.21% Reduce -3.3% 16,666 $3.8M
Capital Investment Counsel, LLC 0.65% Add +28.8% 16,608 $3.7M
Successful Portfolios LLC 2.53% Reduce -0.2% 16,542 $3.7M
Fulcrum Equity Management 3.15% Add +187.5% 16,518 $3.7M
Clearstead Advisors, LLC 0.06% Add +17.0% 16,396 $3.7M
TAP Consulting, LLC 0.73% Add +0.3% 16,364 $3.7M
Butensky & Cohen Financial Security, Inc. 1.10% Reduce -1.0% 16,357 $3.7M
Sharkey, Howes & Javer 0.53% Add +24.2% 16,338 $3.7M
Chicago Partners Investment Group LLC 0.13% Add +0.2% 16,106 $3.7M
Roberts Wealth Advisors, LLC 1.19% Reduce -3.9% 16,083 $3.7M
Financial Insights, Inc. 1.19% Add +9.7% 16,215 $3.7M
Csenge Advisory Group 0.19% Add +0.7% 15,853 $3.7M
Patton Albertson Miller Group, LLC 0.50% No change 16,160 $3.6M
Cornerstone National Bank & Trust Co 1.64% Add +5.8% 16,113 $3.6M
Arlington Capital Management, Inc. 2.99% Add +0.3% 16,112 $3.6M
Innova Wealth Partners 2.99% Reduce -33.6% 16,112 $3.6M
Exchange Capital Management, Inc. 0.58% Reduce -13.8% 16,069 $3.6M
Tompkins Financial Corp. 0.35% Add +87.6% 16,060 $3.6M
GAMCO Investors 0.04% Reduce -0.1% 16,060 $3.6M
Onyx Bridge Wealth Group LLC 0.54% Reduce -76.6% 15,921 $3.6M
Apollon Wealth Management, LLC 0.10% Add +3.2% 15,866 $3.6M
Parallel Advisors, LLC 0.08% Reduce -1.8% 15,762 $3.6M
SpiderRock Advisors, LLC 0.08% Reduce -29.9% 15,688 $3.5M
FF Advisors,LLC 2.30% Add +2.8% 15,136 $3.5M
Spreng Capital Management, Inc. 1.69% Reduce -42.4% 15,660 $3.5M
Cerro Pacific Wealth Advisors LLC 1.33% No change 15,569 $3.5M
Redwood Financial Network Corp 2.75% Add +1.5% 15,539 $3.5M
LifeSteps Financial, Inc. 2.72% Reduce -0.0% 15,422 $3.5M
First Citizens Bank & Trust Co. 0.08% Reduce -0.2% 15,365 $3.5M
Gold Investment Management Ltd. 1.45% Reduce -4.9% 15,339 $3.5M
Mission Wealth Management, LP 0.09% Add +16.2% 15,296 $3.5M
One River Asset Management, LLC 3.88% New 15,289 $3.4M
Fortis Capital Advisors, LLC 1.14% Reduce -5.8% 15,132 $3.4M
Capital Investment Advisory Services, LLC 0.32% Add +1.6% 15,103 $3.4M
Aua Capital Management, LLC 1.97% No change 15,067 $3.4M
Symmetry Partners, LLC 0.81% Reduce -89.5% 15,058 $3.4M
Magnus Financial Group LLC 0.35% Add +0.4% 15,051 $3.4M
Modern Wealth Management, LLC 0.21% Add +18.9% 14,910 $3.4M
Investment Advisory Services Inc. /TX 1.18% Add +0.0% 14,821 $3.3M
Corrado Advisors, LLC 2.09% Add +0.7% 14,765 $3.3M
Keudell/Morrison Wealth Management 0.90% No change 14,748 $3.3M
Crew Capital Management, Ltd 2.66% Reduce -8.0% 14,682 $3.3M
Ally Invest Advisors Inc. 0.29% Add +16.8% 14,636 $3.3M
Koss-Olinger Consulting, LLC 0.28% Reduce -9.6% 14,519 $3.3M
Mezzasalma Advisors, LLC 1.29% Add +2.5% 14,508 $3.3M
Elk River Wealth Management LLC 0.59% Add +0.0% 14,458 $3.3M
Glenview Trust Co 0.06% Add +0.9% 14,454 $3.3M
Arrow Financial Corp 0.30% Add +2.7% 14,262 $3.2M
Wedmont Private Capital 0.18% Add +0.1% 14,377 $3.2M
Acropolis Investment Management, LLC 0.19% Reduce -4.2% 14,146 $3.2M
Van Cleef Asset Management,Inc 0.35% Add +14.7% 14,110 $3.2M
Fiduciary Trust Co 0.04% Reduce -0.3% 14,098 $3.2M
Sax Wealth Advisors, LLC 0.28% Add +8.8% 14,077 $3.2M
Fidelis Capital Partners, LLC 0.38% Add +1.1% 13,878 $3.2M
Crestwood Advisors Group, LLC 0.06% Reduce -11.2% 14,024 $3.2M
Sendero Wealth Management, LLC 0.50% No change 14,021 $3.2M
Yoder Wealth Management, Inc. 1.90% Add +1.3% 14,018 $3.2M
Fingerlakes Wealth Management, Inc. 2.63% Add +22.5% 14,012 $3.2M
Blue Zone Wealth Advisors, LLC 0.98% Add +0.7% 13,983 $3.2M
Simplicity Wealth,LLC 0.29% Reduce -31.9% 13,861 $3.1M
Koshinski Asset Management, Inc. 0.27% Reduce -3.4% 13,853 $3.1M
Lyell Wealth Management, LP 0.28% Add +3.3% 13,838 $3.1M
Colton Groome Financial Advisors, LLC 1.16% Reduce -13.4% 13,783 $3.1M
U.S. Capital Wealth Advisors, LLC 0.11% Reduce -57.0% 13,748 $3.1M
Wesbanco Bank Inc. 0.11% Add +1.0% 13,744 $3.1M
Peddock Capital Advisors, LLC 0.74% Add +12.7% 13,702 $3.1M
E&G Advisors, LLC 0.85% Add +0.7% 13,653 $3.1M
MKT Advisors LLC 1.44% Add +0.3% 13,865 $3.1M
RVW Wealth, LLC 0.28% No change 13,397 $3.0M
GPS Wealth Strategies Group, LLC 0.40% Reduce -1.8% 13,311 $3.0M
First Business Financial Services, Inc. 0.30% No change 13,285 $3.0M
Dumont & Blake Investment Advisors LLC 0.80% Reduce -51.0% 13,275 $3.0M
3EDGE Asset Management, LP 0.21% Add +25.9% 13,246 $3.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.45% Add +1.9% 13,240 $3.0M
Legacy Private Trust Co. 0.20% Add +9.5% 13,158 $3.0M
Townsquare Capital LLC 0.04% Add +20.5% 13,146 $3.0M
David J Yvars Group 1.83% Reduce -4.1% 13,108 $3.0M
Strategic Financial Partners, Ltd. 1.51% Reduce -1.3% 13,098 $3.0M
Strategic Advisors LLC 0.55% Reduce -10.1% 13,093 $3.0M
Pure Financial Advisors, LLC 0.07% Add +3.6% 13,072 $3.0M
JMG Financial Group, Ltd. 0.10% No change 13,026 $2.9M
Cape Ann Savings Bank 1.70% Reduce -0.8% 13,017 $2.9M
Clarity Capital Partners LLC 1.73% Reduce -3.0% 13,003 $2.9M
Elevated Capital Advisors, LLC 0.77% Add +0.9% 12,907 $2.9M
Mgo One Seven LLC 0.13% Reduce -37.0% 12,901 $2.9M
Sunbelt Securities, Inc. 0.29% Add +8.3% 12,901 $2.9M
Sigma Investment Counselors Inc. 0.17% Reduce -0.2% 12,885 $2.9M
Point Windward Advisors Inc. 1.10% Add +5.8% 12,840 $2.9M
Dorsey Wright & Associates 0.69% Reduce -6.2% 12,833 $2.9M
Wealthspire Advisors, LLC 0.03% Add +133.7% 12,760 $2.9M
Evoke Wealth, LLC 0.08% New 12,745 $2.9M
Retirement Income Solutions, Inc. 0.66% Reduce -1.0% 12,700 $2.9M
Fullerton Fund Management Co Ltd. 0.12% Add +59.1% 12,700 $2.9M
Atlas Private Wealth Advisors 0.41% Reduce -0.1% 12,660 $2.9M
Hudson Value Partners, LLC 1.11% Add +21.2% 12,658 $2.9M
Ingalls & Snyder LLC 0.11% Reduce -0.8% 12,641 $2.9M
Trifecta Capital Advisors, LLC 0.59% No change 12,520 $2.8M
Calton & Associates, Inc. 1.08% Add +44.6% 12,496 $2.8M
Flagstar Securities, Inc. 0.71% Reduce -9.2% 12,434 $2.8M
FineMark National Bank & Trust 0.10% Reduce -6.7% 12,420 $2.8M
Sentinel Trust Co. Lba 0.32% No change 12,308 $2.8M
GenTrust, LLC 0.14% Reduce -6.7% 12,238 $2.8M
Fagan Associates, Inc. 0.46% Reduce -3.4% 12,228 $2.8M
L.M. Kohn & Company 0.70% Add +95.8% 12,227 $2.8M
Cassaday & Co Wealth Management LLC 0.08% Add +1.2% 12,207 $2.8M
1832 Asset Management L.P. 0.00% Reduce -97.3% 12,170 $2.7M
KFA Private Wealth Group, LLC 1.31% Reduce -2.4% 12,160 $2.7M
Harbour Trust & Investment Management Co 0.31% Reduce -3.0% 12,076 $2.7M
WCG Wealth Advisors LLC 0.18% Reduce -76.5% 12,052 $2.7M
Pitcairn Co. 0.16% Add +26.2% 12,034 $2.7M
Sonata Capital Group Inc. 1.15% No change 12,025 $2.7M
1834 Investment Advisors Co. 0.32% Reduce -0.3% 12,011 $2.7M
World Investment Advisors 0.09% Reduce -5.3% 12,011 $2.7M
Householder Group Estate & Retirement Specialist, LLC 0.79% Add +12.6% 11,978 $2.7M
Solutions 4 Wealth, Ltd 5.26% Reduce -1.1% 11,922 $2.7M
Atlanta Consulting Group Advisors, LLC 0.67% Add +1222.4% 11,902 $2.7M
LCNB Corp. 0.94% Reduce -0.8% 11,790 $2.7M
CPA Asset Management Group, LLC 1.28% Reduce -0.3% 11,744 $2.7M
Everstar Asset Management, LLC 1.82% — 11,735 $2.6M
Wilmington Savings Fund Society, FSB 0.05% Add +374.5% 11,705 $2.6M
Farmers & Merchants Trust Co of Chambersburg PA 1.02% Add +0.3% 11,695 $2.6M
Segment Wealth Management, LLC 0.18% Reduce -5.2% 11,655 $2.6M
Heartwood Wealth Advisors LLC 0.29% Reduce -0.1% 11,602 $2.6M
Wall Street Financial Group, Inc. 2.76% Add +0.4% 11,575 $2.6M
Bank of Nova Scotia 0.01% Reduce -0.7% 11,564 $2.6M
Herbst Group, LLC 1.61% Reduce -3.4% 11,549 $2.6M
Silver Oak Securities, Incorporated 0.28% Reduce -3.1% 11,764 $2.6M
Shelton Capital Management 0.07% No change 11,528 $2.6M
Claro Advisors Inc. 0.34% Add +14.2% 11,518 $2.6M
Haverford Trust Co 0.03% Add +3.1% 11,498 $2.6M
Donaldson Capital Management, LLC 0.10% Reduce -4.9% 11,431 $2.6M
Ranch Capital Advisors Inc. 1.21% Reduce -0.4% 11,378 $2.6M
Objective Capital Management, LLC 1.51% — 11,359 $2.6M
Country Trust Bank 0.06% Reduce -0.9% 11,322 $2.6M
Cullen/Frost Bankers, Inc. 0.03% Reduce -1.1% 11,312 $2.6M
Fort Point Capital Partners LLC 0.31% Add +3.3% 11,122 $2.5M
Hill Island Financial LLC 0.76% Add +0.3% 11,089 $2.5M
Access Financial Services, Inc. 1.15% Reduce -0.9% 11,077 $2.5M
Leslie Global Wealth, LLC 1.21% Add +11.2% 11,052 $2.5M
Capital Analysts, LLC 0.10% Reduce -37.3% 11,017 $2.5M
Pettyjohn, Wood & White, Inc. 0.46% Add +2.7% 11,015 $2.5M
First National Trust Co 0.10% Add +6.5% 10,987 $2.5M
SMART Wealth LLC 0.97% Reduce -23.9% 10,977 $2.5M
Johnson Financial Group, Inc. 0.11% Reduce -13.0% 10,911 $2.5M
Richard W. Paul & Associates, LLC 0.88% Reduce -3.3% 10,899 $2.5M
Retirement Planning Group, LLC 0.13% No change 10,844 $2.4M
North Star Investment Management Corp. 0.17% Add +0.4% 10,835 $2.4M
Diversify Wealth Management, LLC 0.23% New 10,657 $2.4M
BluePointe Capital Management, LLC 1.58% Reduce -6.9% 10,771 $2.4M
IPG Investment Advisors LLC 0.53% Add +714.3% 10,716 $2.4M
Prudential PLC 0.01% Reduce -6.1% 10,700 $2.4M
Sequent Planning LLC 0.83% Add +9.4% 10,650 $2.4M
Mattern Wealth Management LLC 0.53% Reduce -1.6% 10,631 $2.4M
Flputnam Investment Management Co. 0.04% Reduce -4.7% 10,555 $2.4M
Capital Advisors Inc. 0.05% Add +0.2% 10,551 $2.4M
Centennial Bank 1.09% Add +16.6% 10,532 $2.4M
Whittier Trust Co. of Nevada Inc. 0.06% Reduce -2.0% 10,527 $2.4M
BlackDiamond Wealth Management, LLC 1.44% Reduce -13.4% 10,059 $2.4M
Bragg Financial Advisors, Inc 0.10% Add +2.4% 10,479 $2.4M
Laraway Financial Advisors Inc 1.89% Reduce -1.2% 10,479 $2.4M
JSF Financial, LLC 0.69% Reduce -0.7% 10,473 $2.4M
Prosperity Wealth Management, Inc. 0.95% Add +12.4% 10,468 $2.4M
Chilton Capital Management LLC 0.10% Reduce -3.7% 10,466 $2.4M
Moss Adams Wealth Advisors LLC 0.26% Add +23.3% 10,434 $2.4M
Appleton Partners Inc. 0.17% Reduce -0.3% 10,390 $2.3M
Foguth Wealth Management, LLC. 0.84% Reduce -41.0% 10,201 $2.3M
USAdvisors Wealth Management, LLC 0.81% Reduce -1.5% 10,324 $2.3M
Cladis Investment Advisory, LLC 1.61% Add +2.5% 10,266 $2.3M
Lynch & Associates 0.49% No change 10,224 $2.3M
Signal Advisors Wealth, LLC 0.33% New 10,164 $2.3M
Lion Street Advisors, LLC 0.80% Reduce -0.3% 10,158 $2.3M
Cornerstone Advisory, LLC 0.30% Add +1.4% 10,156 $2.3M
Colonial River Investments, LLC 1.14% Add +7.8% 10,155 $2.3M
Balboa Wealth Partners 0.57% Reduce -1.6% 10,147 $2.3M
Interactive Financial Advisors, Inc. 1.18% Add +3.8% 10,138 $2.3M
WASHINGTON TRUST Co 0.08% No change 10,125 $2.3M
LVM Capital Management Ltd. 0.26% No change 10,083 $2.3M
Rwa Wealth Partners, LLC 0.03% Add +4.8% 10,090 $2.3M
Summit Trail Advisors, LLC 0.06% Reduce -4.7% 10,067 $2.3M
Kingswood Wealth Advisors, LLC 0.16% Reduce -16.3% 10,038 $2.3M
Private Portfolio Partners LLC 0.42% Add +0.5% 10,014 $2.3M
Adirondack Trust Co. 0.87% Add +2.0% 10,013 $2.3M
Fisher Asset Management 0.00% Add +4.8% 10,003 $2.3M
Smartleaf Asset Management LLC 0.27% Reduce -2.0% 10,006 $2.3M
Ashton Thomas Securities, LLC 0.44% Add +2.5% 9,972 $2.3M
Channel Wealth LLC 0.74% Reduce -18.8% 9,933 $2.2M
Braun-Bostich & Associates Inc. 1.56% Add +3.8% 9,909 $2.2M
Mission Creek Capital Partners, Inc. 0.52% Reduce -0.8% 9,909 $2.2M
Forum Financial Management, LP 0.04% Reduce -3.8% 9,745 $2.2M
MTM Investment Management, LLC 0.85% Add +0.3% 9,704 $2.2M
Strategic Blueprint, LLC 0.14% Add +15.7% 9,675 $2.2M
Exencial Wealth Advisors, LLC 0.08% Reduce -18.5% 9,640 $2.2M
Verum Partners LLC 0.64% Reduce -2.7% 9,615 $2.2M
Private Trust Co. NA 0.22% Add +18.3% 9,609 $2.2M
NFSG Corp 0.76% Add +139.6% 9,599 $2.2M
First Heartland Consultants, Inc. 0.23% Add +4.4% 9,594 $2.2M
SeaCrest Wealth Management, LLC 0.23% Add +13.2% 9,584 $2.2M
AQR Capital Management 0.00% Reduce -5.3% 9,566 $2.2M
Verdence Capital Advisors LLC 0.17% Add +4.0% 9,545 $2.2M
North Star Asset Management Inc. 0.10% Reduce -27.8% 9,515 $2.1M
Seven Springs Wealth Group, LLC 0.80% No change 9,512 $2.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.18% Add +34.1% 9,441 $2.1M
Marcum Wealth, LLC 0.20% Reduce -6.0% 9,436 $2.1M
Saxon Interests, Inc. 0.97% Reduce -0.7% 9,434 $2.1M
jvl associates llc 0.81% Reduce -0.1% 9,306 $2.1M
Novare Capital Management LLC 0.18% Reduce -1.3% 9,251 $2.1M
Future Financial Wealth Managment LLC 1.48% Add +2.8% 9,201 $2.1M
Horizon Family Wealth, Inc. 1.48% Reduce -0.8% 9,158 $2.1M
Financial Sense Advisors, Inc. 0.57% Add +1.0% 9,070 $2.0M
Strategy Asset Managers LLC 0.39% Add +43.2% 9,056 $2.0M
Deutsche Bank AG 0.00% Reduce -8.3% 9,041 $2.0M
Watts Gwilliam & Co., LLC 0.44% — 8,926 $2.0M
Sheaff Brock Investment Advisors, LLC 0.18% Add +8.1% 8,965 $2.0M
Principal Securities, Inc. 0.05% Add +1.7% 8,955 $2.0M
CTC Alternative Strategies, Ltd. 2.51% New 8,900 $2.0M
Arete Wealth Advisors, LLC 0.17% New 8,945 $2.0M
City Holding Co. 0.28% Reduce -32.4% 8,889 $2.0M
Ancora Advisors LLC 0.05% Add +0.1% 8,869 $2.0M
Avantax Planning Partners, Inc. 0.07% Add +1.6% 8,853 $2.0M
Syon Capital LLC 0.17% Reduce -17.5% 8,738 $2.0M
Acima Private Wealth, LLC 0.66% No change 8,701 $2.0M
Fifth Third Wealth Advisors LLC 0.12% Add +38.5% 8,700 $2.0M
UNIVEST FINANCIAL Corp 0.13% Add +240.3% 8,668 $2.0M
Rehmann Capital Advisory Group 0.13% Reduce -40.0% 8,656 $2.0M
Focus Partners Advisor Solutions, LLC 0.04% Reduce -0.0% 8,640 $2.0M
Moneco Advisors, LLC 0.24% Add +3.0% 8,637 $2.0M
Moneta Group Investment Advisors LLC 0.03% Add +14.0% 8,634 $1.9M
Waterloo Capital, L.P. 0.21% Add +14.0% 8,609 $1.9M
Verus Capital Partners, LLC 0.19% Reduce -9.7% 8,592 $1.9M
Naples Money Management LLC 1.63% Reduce -1.3% 8,541 $1.9M
Avidian Wealth Enterprises, LLC 0.09% Add +35.9% 8,522 $1.9M
Parkside Advisors LLC 0.46% No change 8,507 $1.9M
Greenleaf Trust 0.02% No change 8,504 $1.9M
Glass Jacobson Investment Advisors llc 0.64% Reduce -2.5% 8,484 $1.9M
Principle Wealth Partners LLC 0.14% No change 8,473 $1.9M
DDD Partners, LLC 0.21% Add +4.2% 8,431 $1.9M
Patriot Financial Group Insurance Agency, LLC 0.26% Add +16.3% 8,405 $1.9M
Dai-ichi Life Holdings, Inc. 2.22% Add +6.3% 8,400 $1.9M
Good Life Advisors, LLC 0.12% Add +10.4% 8,337 $1.9M
Equitable Trust Co. 0.12% No change 8,338 $1.9M
Berger Financial Group, Inc 0.14% Add +0.5% 8,313 $1.9M
XML Financial, LLC 0.17% Add +0.4% 8,276 $1.9M
World Equity Group, Inc. 0.67% Add +14.4% 8,260 $1.9M
Baron Silver Stevens Financial Advisors, LLC 0.33% No change 8,252 $1.9M
Empower Advisory Group, LLC 0.01% Reduce -18.4% 8,176 $1.8M
Wealthgarden F.S. LLC 1.79% Add +2.7% 8,131 $1.8M
Paragon Financial Partners, Inc. 1.34% Add +161.0% 8,108 $1.8M
Searle & Co. 0.46% Reduce -3.3% 8,100 $1.8M
Capital Advisors, Ltd. LLC 0.22% Add +36.8% 8,014 $1.8M
M3 Advisory Group, LLC 1.32% Add +7.2% 7,957 $1.8M
Oxinas Partners, LLC 1.09% Reduce -0.4% 7,913 $1.8M
Meridian Wealth Management, LLC 0.09% Reduce -6.5% 7,912 $1.8M
Salem Investment Counselors Inc. 0.05% Add +1.6% 7,896 $1.8M
Correct Capital Wealth Management 0.39% Reduce -3.4% 7,878 $1.8M
Blue Chip Partners, LLC 0.15% Reduce -3.3% 7,867 $1.8M
Rappaport Reiches Capital Management, LLC 0.47% Reduce -1.6% 7,824 $1.8M
Agate Pass Investment Management, LLC 0.88% Add +17.7% 7,801 $1.8M
Zacks Investment Management 0.02% Add +4.6% 7,798 $1.8M
Brighton Jones LLC 0.07% Reduce -51.1% 7,793 $1.8M
SkyView Investment Advisors, LLC 0.29% No change 7,790 $1.8M
Natixis 0.01% New 7,780 $1.8M
Manhattan West Asset Management, LLC 0.45% Reduce -27.8% 7,756 $1.8M
United Advisor Group, LLC 0.39% Add +145.6% 7,739 $1.7M
Moors & Cabot, Inc. 0.09% Add +5.4% 7,725 $1.7M
Black Diamond Financial, LLC 0.29% Add +14.9% 7,587 $1.7M
Family Asset Management, LLC 1.02% Add +9.7% 7,543 $1.7M
McGuire Investment Group, LLC 0.24% Add +0.5% 7,541 $1.7M
Auxano Advisors, LLC 0.44% Add +3.6% 7,530 $1.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -3.1% 7,497 $1.7M
Optas, LLC 0.39% No change 7,489 $1.7M
Noesis Capital Mangement Corp. 0.34% Add +46.6% 7,479 $1.7M
West Coast Financial LLC 0.19% No change 7,475 $1.7M
Peoples Bank 1.13% Reduce -18.3% 7,473 $1.7M
Bleakley Financial Group, LLC 0.05% Reduce -1.7% 7,457 $1.7M
Bradley Foster & Sargent Inc. 0.03% Reduce -2.5% 7,433 $1.7M
QRG Capital Management, Inc. 0.02% Reduce -2.8% 7,422 $1.7M
Occidental Asset Management, LLC 0.27% Reduce -9.5% 7,402 $1.7M
626 Financial, LLC 0.92% Reduce -9.4% 7,375 $1.7M
Fragasso Financial Advisors Inc 0.13% Reduce -1.5% 7,334 $1.7M
Sentinel Pension Advisors, LLC 0.32% Add +0.0% 7,327 $1.7M
AlphaQ Advisors LLC 4.62% Reduce -2.4% 7,326 $1.7M
Crewe Advisors LLC 0.19% Add +1.1% 7,265 $1.6M
Biltmore Family Office, LLC 0.28% Add +41.9% 7,194 $1.6M
Bangor Savings Bank 0.15% Add +13.8% 7,128 $1.6M
Country Club Bank 0.11% Add +0.4% 7,136 $1.6M
Tradition Wealth Management, LLC 0.14% Add +7.5% 7,095 $1.6M
Busey Bank 0.05% Reduce -0.2% 7,069 $1.6M
German American Bancorp, Inc. 0.17% No change 7,059 $1.6M
Earned Wealth Advisors, LLC 0.48% No change 7,007 $1.6M
Global Assets Advisory, LLC 0.87% New 7,180 $1.6M
Certified Advisory Corp 0.18% Add +6.9% 7,004 $1.6M
Jackson, Grant Investment Advisers, Inc. 0.59% Add +3.3% 7,001 $1.6M
Gilliland Jeter Wealth Management LLC 0.51% No change 6,991 $1.6M
Jacobi Capital Management LLC 0.12% Add +1.8% 6,986 $1.6M
Whalerock Point Partners, LLC 0.39% No change 6,950 $1.6M
Vanguard Group Inc. 0.00% Add +1.6% 6,931 $1.6M
Ifrah Financial Services, Inc. 0.42% Reduce -21.2% 6,889 $1.6M
Neuberger Berman Group LLC 0.00% Add +0.4% 6,864 $1.5M
Armor Investment Advisors, LLC 0.64% Reduce -0.4% 6,859 $1.5M
Elm Partners Management LLC 0.11% Add +12.4% 6,850 $1.5M
Howe & Rusling Inc. 0.13% Add +5.4% 6,843 $1.5M
Rational Advisors, Inc. 0.15% Add +107.2% 6,841 $1.5M
Menard Financial Group LLC 1.02% Add +0.3% 6,830 $1.5M
Vista Investment Management 0.58% Reduce -0.0% 6,793 $1.5M
Central Bank & Trust Co. 0.21% No change 6,783 $1.5M
Dorsey & Whitney Trust CO LLC 0.08% No change 6,757 $1.5M
Monetary Management Group Inc. 0.39% Add +8.4% 6,755 $1.5M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.42% Add +54.5% 6,751 $1.5M
Keystone Financial Group 0.20% New 6,743 $1.5M
Contravisory Investment Management, Inc. 0.32% Reduce -32.8% 6,699 $1.5M
Cabana LLC 8.39% Reduce -15.8% 6,674 $1.5M
Castleview Partners, LLC 0.86% Reduce -4.0% 6,638 $1.5M
Argent Trust Co 0.06% No change 6,580 $1.5M
Moloney Securities Asset Management, LLC 0.20% Reduce -2.2% 6,578 $1.5M
Fulton Breakefield Broenniman LLC 0.10% Reduce -0.3% 6,569 $1.5M
Phillips Wealth Planners LLC 1.42% Reduce -9.6% 6,464 $1.5M
United Community Bank 0.58% Reduce -0.9% 6,559 $1.5M
Bank of New Hampshire 0.37% No change 6,555 $1.5M
Sharper & Granite LLC 0.66% Reduce -9.2% 6,520 $1.5M
DT Investment Partners, LLC 0.12% No change 6,510 $1.5M
IAM Advisory, LLC 0.37% Reduce -0.3% 6,485 $1.5M
Sand Hill Global Advisors, LLC 0.06% No change 6,471 $1.5M
Madden Advisory Services, Inc. 0.67% Add +0.6% 6,469 $1.5M
First National Bank of Mount Dora, Trust Investment Services 0.33% Reduce -3.6% 6,444 $1.5M
Americana Partners, LLC 0.10% Reduce -1.6% 6,374 $1.4M
HUB Investment Partners, LLC 0.06% Reduce -43.6% 6,367 $1.4M
Wealth Advisory Solutions, LLC 0.39% Add +1.2% 6,333 $1.4M
Hilltop National Bank 0.43% No change 6,327 $1.4M
Swmg, LLC 0.59% Add +11.8% 6,067 $1.4M
Goodman Advisory Group, LLC 0.41% Add +2.8% 6,312 $1.4M
Vontobel Holding Ltd. 0.00% Add +22.6% 6,307 $1.4M
Beacon Bank & Trust 0.33% Reduce -0.2% 6,303 $1.4M
KKM Financial LLC 0.70% Reduce -63.4% 6,245 $1.4M
Zhang Financial LLC 0.09% No change 6,214 $1.4M
Ascent Group, LLC 0.11% Reduce -17.9% 6,205 $1.4M
Procyon Advisors, LLC 0.10% Add +263.6% 6,195 $1.4M
Signaturefd, LLC 0.03% Reduce -2.1% 6,171 $1.4M
Turtle Creek Wealth Advisors, LLC 0.28% Add +6.2% 6,149 $1.4M
Mairs & Power Inc. 0.01% Reduce -23.1% 6,144 $1.4M
Accurate Wealth Management, LLC 0.28% Add +14.7% 6,053 $1.4M
Rothschild Wealth LLC 0.41% Add +34.6% 14,060 $1.4M
Pinnacle Wealth Management Advisory Group, LLC 0.13% Add +0.3% 6,099 $1.4M
Glen Eagle Advisors, LLC 0.23% Reduce -0.4% 6,066 $1.4M
Teamwork Financial Advisors, LLC 0.19% Add +2.0% 6,064 $1.4M
Benchmark Financial Wealth Advisors, LLC 0.45% Add +2.5% 6,024 $1.4M
Lodge Hill Capital, LLC 0.42% Reduce -25.0% 6,000 $1.4M
Kaizen Financial Strategies 0.79% Reduce -3.3% 5,996 $1.4M
Hoese & Co LLP 1.13% Reduce -6.6% 5,979 $1.3M
Maltin Wealth Management, Inc. 0.66% Add +0.1% 5,967 $1.3M
Townsend Asset Management Corp. /NC/ 0.50% Add +0.0% 5,955 $1.3M
Compound Planning, Inc. 0.08% Reduce -0.1% 5,930 $1.3M
Aureus Asset Management, LLC 0.09% Reduce -1.6% 5,906 $1.3M
Wilson & Boucher Capital Management, LLC 0.91% Add +9.2% 5,875 $1.3M
W.G. Shaheen & Associates DBA Whitney & Co 0.14% Reduce -3.1% 5,872 $1.3M
Edgestream Partners, L.P. 0.06% Add +29.6% 5,869 $1.3M
Raab & Moskowitz Asset Management LLC 0.34% Reduce -0.8% 5,865 $1.3M
Altura Wealth Advisors Inc. 0.87% Add +25.9% 5,865 $1.3M
Davis R M Inc. 0.03% Add +5.1% 5,844 $1.3M
National Philanthropic Trust 0.02% Add +0.6% 5,841 $1.3M
Legacy Edge Advisors, LLC 0.21% Reduce -3.8% 5,807 $1.3M
Robinson Value Management, Ltd. 0.85% Reduce -6.2% 5,794 $1.3M
Columbus Macro, LLC 0.47% Reduce -46.5% 5,732 $1.3M
KPP Advisory Services LLC 0.31% Reduce -0.2% 5,772 $1.3M
Howland Capital Management LLC 0.06% Add +1.9% 5,770 $1.3M
Independent Wealth Network Inc. 0.58% Reduce -1.3% 5,769 $1.3M
Tudor Investment Corporation 0.01% Add +93.3% 5,751 $1.3M
Lebenthal Global Advisors, LLC 0.26% Add +13.2% 5,731 $1.3M
M&R Capital Management Inc. 0.28% Add +4.7% 5,726 $1.3M
LPWM LLC 0.42% Reduce -1.6% 5,777 $1.3M
Clarius Group, LLC 0.09% No change 5,686 $1.3M
River Wealth Advisors LLC 0.17% Reduce -0.3% 5,668 $1.3M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +743.6% 4,775 $1.3M
First United Bank & Trust 0.46% Reduce -6.7% 5,658 $1.3M
Wealthspire Retirement, LLC 0.10% Add +24.0% 5,655 $1.3M
Alaethes Wealth, LLC 0.47% Reduce -16.7% 5,611 $1.3M
Burke & Herbert Bank & Trust Co. 0.29% Reduce -1.1% 5,605 $1.3M
CHICAGO TRUST Co NA 0.23% Add +1.6% 5,604 $1.3M
Pathway Financial Advisors LLC 0.32% No change 5,602 $1.3M
Total Clarity Wealth Management, Inc. 0.41% Add +7.7% 5,601 $1.3M
Selective Wealth Management, Inc. 0.52% Reduce -0.6% 5,541 $1.3M
Valley Wealth Managers, Inc. 0.09% Reduce -2.3% 5,590 $1.3M
Bulltick Wealth Management, LLC 0.31% Add +412.8% 5,589 $1.3M
Becker Capital Management Inc. 0.04% Add +4.0% 5,589 $1.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.04% Reduce -19.5% 5,556 $1.3M
Beaird Harris Wealth Management, LLC 0.11% Add +293.8% 5,548 $1.3M
Marco Investment Management LLC 0.11% Reduce -0.5% 5,511 $1.2M
City Center Advisors, LLC 1.37% Reduce -24.8% 5,469 $1.2M
Modera Wealth Management, LLC 0.02% Add +8.1% 5,462 $1.2M
Chevy Chase Trust Holdings, LLC 0.00% New 5,461 $1.2M
Founders Financial Alliance, LLC 0.34% Add +1.1% 5,451 $1.2M
Samalin Investment Counsel, LLC 0.53% Add +56.4% 5,429 $1.2M
NCM Capital Management, LLC 0.59% Reduce -1.8% 5,426 $1.2M
1900 Wealth Management LLC 0.10% Reduce -1.5% 5,407 $1.2M
Curi Capital, LLC 0.03% Reduce -2.0% 5,381 $1.2M
Solstein Capital, LLC 0.64% No change 5,359 $1.2M
Magnolia Capital Advisors LLC 0.60% Add +225.5% 5,354 $1.2M
BLB&B Advisors, LLC 0.06% Reduce -7.0% 5,340 $1.2M
Pursue Wealth Partners LLC 0.66% No change 5,326 $1.2M
Lantern Wealth Advisors, LLC 0.83% Reduce -1.7% 5,322 $1.2M
United Bank 0.14% Add +3.0% 5,313 $1.2M
Ausdal Financial Partners, Inc. 0.12% Add +3.1% 5,307 $1.2M
Garde Capital, Inc. 0.08% Reduce -1.8% 5,306 $1.2M
Choate Investment Advisors 0.03% No change 5,265 $1.2M
Chicago Wealth Management, Inc. 0.63% Add +19.6% 5,264 $1.2M
Galvin, Gaustad & Stein, LLC 0.11% Reduce -7.4% 5,260 $1.2M
Tyche Wealth Partners LLC 0.27% Add +6.4% 5,254 $1.2M
Aptus Capital Advisors, LLC 0.02% Reduce -15.6% 5,253 $1.2M
Austin Private Wealth, LLC 0.12% Add +53.9% 5,235 $1.2M
Centurion Wealth Management LLC 0.38% — 5,232 $1.2M
Schmidt P J Investment Management Inc. 0.20% Add +8.3% 5,226 $1.2M
Newman Dignan & Sheerar, Inc. 0.28% Reduce -0.7% 5,122 $1.2M
NTV Asset Management LLC 0.16% Reduce -3.4% 5,188 $1.2M
Fernwood Investment Management, LLC 0.38% Reduce -0.2% 5,179 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -0.3% 5,173 $1.2M
Boston Trust Walden Corp 0.01% No change 5,166 $1.2M
Riggs Asset Managment Co. Inc. 0.32% Reduce -63.0% 5,149 $1.2M
Debussy Capital Management LP 0.34% Add +15.9% 5,133 $1.2M
One Day In July LLC 0.13% Reduce -1.8% 5,091 $1.1M
American Institute for Advanced Investment Management, LLP 0.82% Reduce -0.5% 5,075 $1.1M
Ritholtz Wealth Management 0.03% Reduce -9.6% 5,066 $1.1M
Cyndeo Wealth Partners, LLC 0.08% Add +4.1% 5,066 $1.1M
Strategic Financial Concepts, LLC 0.36% Reduce -99.5% 5,064 $1.1M
McAdam, LLC 0.06% Reduce -2.0% 5,049 $1.1M
Element Pointe Advisors, LLC 0.28% No change 5,043 $1.1M
Cooper Financial Group 0.15% Add +63.3% 5,040 $1.1M
LWM Advisory Services, LLC 0.84% Add +12.7% 5,028 $1.1M
Nvwm, LLC 0.29% Add +1.2% 4,981 $1.1M
Parisi Gray Wealth Management 0.37% Reduce -0.9% 4,981 $1.1M
Wolverine Trading, LLC 0.03% Add +54.3% 4,992 $1.1M
Chemistry Wealth Management LLC 0.27% Add +3.1% 4,976 $1.1M
Whitaker-Myers Wealth Managers, LTD. 0.37% Add +8.9% 4,971 $1.1M
Badgley Phelps Wealth Managers, LLC 0.03% Reduce -5.9% 4,924 $1.1M
BIP Wealth, LLC 0.08% Add +8.9% 4,924 $1.1M
Sunflower Bank, N.A. 0.30% No change 4,909 $1.1M
Centiva Capital, LP 0.05% New 4,900 $1.1M
Sweeney & Michel, LLC 0.43% Add +0.1% 4,774 $1.1M
CWA Asset Management Group, LLC 0.06% — 4,867 $1.1M
CWC Advisors, LLC. 1.08% — 4,865 $1.1M
HCR Wealth Advisors 0.14% Reduce -4.2% 4,829 $1.1M
Platte River Wealth Advisors, LLC 0.29% Add +0.6% 4,828 $1.1M
Triangle Securities Wealth Management 0.28% No change 4,825 $1.1M
University of Texas/Texas Am Investment Management Co. 0.18% Add +17.9% 4,818 $1.1M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.41% Reduce -2.0% 4,800 $1.1M
Sunesis Advisors, LLC 0.65% No change 4,752 $1.1M
First Community Trust NA 0.87% No change 4,737 $1.1M
Trexquant Investment LP 0.01% Add +9.0% 4,730 $1.1M
Prospect Financial Services LLC 0.66% Add +269.7% 4,729 $1.1M
Collaborative Wealth Managment Inc. 0.48% Add +3.6% 4,681 $1.1M
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -1.9% 4,677 $1.1M
Harbor Investment Advisory, LLC 0.10% Add +1.8% 4,658 $1.1M
Cornerstone Capital, Inc. 0.10% No change 4,650 $1.0M
Nemes Rush Group LLC 0.15% Add +0.8% 5,030 $1.0M
Quadrant Private Wealth Management, LLC 0.26% Add +0.1% 4,635 $1.0M
Vanguard Personalized Indexing Management, LLC 0.02% Add +13.3% 4,622 $1.0M
Lwmg, LLC 0.20% No change 4,616 $1.0M
Brandywine Oak Private Wealth LLC 0.10% Add +32.7% 4,615 $1.0M
DORCHESTER WEALTH MANAGEMENT Co 0.19% Add +3.3% 4,610 $1.0M
New England Private Wealth Advisors LLC 0.17% Reduce -6.0% 4,609 $1.0M
Stratos Investment Management, LLC 0.07% Add +56.9% 4,593 $1.0M
Westmount Partners, LLC 0.31% Reduce -0.1% 4,556 $1.0M
Maia Wealth LLC 0.25% Add +51.8% 4,480 $1.0M
Greenwood Capital Associates LLC 0.13% Reduce -5.3% 4,538 $1.0M
Plante Moran Financial Advisors, LLC 0.09% Add +1.6% 4,532 $1.0M
Source Financial Advisors LLC 0.30% Reduce -5.0% 4,515 $1.0M
Acorns Advisers, LLC 0.01% Add +68.2% 4,515 $1.0M
Athena Investment Management 0.58% No change 4,510 $1.0M
V2 Financial group LLC 0.66% No change 4,500 $1.0M
Bluespring Wealth Management, LLC 0.10% No change 4,498 $1.0M
Main Street Financial Solutions, LLC 0.09% Reduce -9.1% 4,493 $1.0M
Peak Planning Group, LLC 0.44% Reduce -0.3% 4,484 $1.0M
Man Group plc 0.00% Reduce -48.3% 4,462 $1.0M
GC Wealth Management RIA, LLC 0.18% Add +1.9% 4,452 $1.0M
UMB Bank, n.a. 0.02% Reduce -3.4% 4,433 $1.0M
Sapient Capital LLC 0.02% Reduce -3.9% 4,427 $999K
Acorn Financial Advisory Services Inc. 0.18% No change 4,426 $999K
Seelaus Asset Management LLC 0.94% Add +14.2% 4,425 $999K
Tradewinds Capital Management, LLC 0.27% Reduce -0.0% 4,418 $997K
Kaydan Wealth Management, Inc. 0.29% Reduce -0.1% 4,383 $990K
KWB Wealth 0.13% Reduce -2.1% 4,351 $984K
Signature Wealth Management Partners, LLC 0.71% No change 4,353 $983K
Arax Advisory Partners 0.09% Reduce -1.1% 4,348 $982K
Amplius Wealth Advisors, LLC 0.11% Reduce -1.0% 4,326 $977K
Hardy Reed LLC 0.09% No change 4,312 $973K
MWA Asset Management 0.65% Reduce -3.8% 4,302 $971K
Richardson Financial Services Inc. 0.62% No change 4,281 $968K
Bison Wealth, LLC 0.15% Add +18.9% 4,288 $968K
Sterling Investment Management, LLC 0.73% Reduce -0.6% 4,269 $964K
MCF Advisors LLC 0.07% Add +2.4% 4,266 $963K
Baldwin Investment Management, LLC 0.12% No change 4,265 $963K
Marshall Wace, LLP 0.00% Reduce -98.1% 4,259 $962K
Cookson Peirce & Co. Inc. 0.04% Reduce -2.2% 4,256 $961K
Ellevest, Inc. 0.05% Add +16.6% 4,255 $961K
One Capital Management, LLC 0.03% Reduce -28.2% 4,245 $958K
Menora Mivtachim Holdings LTD. 0.01% Reduce -33.1% 4,245 $958K
Legacy Capital Group California, Inc. 0.32% Add +34.3% 4,228 $955K
Tanglewood Wealth Management, Inc. 0.11% Reduce -1.3% 4,225 $954K
Xcel Wealth Management, LLC 0.28% Add +0.1% 4,223 $953K
F/m Investments LLC 0.03% New 4,226 $951K
Lavaca Capital LLC 0.45% No change 4,200 $948K
SOL Capital Management CO 0.11% No change 4,200 $948K
Sawgrass Asset Management LLC 0.10% No change 4,187 $945K
Headlands Technologies LLC 0.11% Add +361.3% 4,179 $943K
Personal Cfo Solutions, LLC 0.13% Add +9.8% 4,171 $942K
Disciplined Investments, LLC 0.46% No change 4,168 $941K
Alley Investment Management Company, LLC 0.12% Add +1.6% 4,167 $941K
Freestone Capital Holdings, LLC 0.03% Add +10.2% 4,148 $937K
RDA Financial Network 0.29% Add +5.2% 4,134 $933K
Carson Advisory Inc. 0.58% Add +15.6% 4,128 $932K
Edge Financial Advisors LLC 0.82% New 4,122 $931K
SS&H Financial Advisors, Inc. 0.34% Reduce -5.7% 4,116 $929K
Brown Brothers Harriman & Co. 0.01% Add +10.6% 4,102 $926K
Polymer Capital Management (HK) LTD 0.21% No change 4,100 $926K
Empire Financial Management Company, LLC 0.28% Reduce -1.5% 4,095 $924K
Coldstream Capital Management Inc. 0.02% Add +12.6% 4,077 $922K
Geometric Wealth Advisors 0.17% No change 4,078 $921K
Beacon Financial Advisory LLC 0.31% Reduce -1.2% 4,077 $920K
Warner Financial, Inc. 0.41% Add +0.0% 4,074 $920K
Blue Fin Capital, Inc. 0.17% Add +0.3% 4,067 $918K
Strait & Sound Wealth Management LLC 0.44% Reduce -6.1% 4,047 $914K
Lowery Thomas, LLC 0.62% Add +1.7% 4,034 $910K
Eldridge Investment Advisors, Inc. 0.21% Reduce -4.2% 4,013 $906K
GM Advisory Group, LLC 0.05% Reduce -7.3% 4,009 $905K
Waldron Private Wealth LLC 0.04% Reduce -5.9% 4,004 $904K
Global Endowment Management, LP 0.09% Add +300.0% 4,000 $903K
Grant/GrossMendelsohn, LLC 0.39% Add +6.1% 3,994 $902K
Clare Market Investments LLC 0.24% Add +1.9% 3,988 $900K
MassMutual Private Wealth & Trust, FSB 0.03% Reduce -0.2% 3,968 $896K
First Wilshire Securities Management Inc. 0.25% No change 3,950 $892K
Clearwater Capital Advisors, LLC 0.09% Add +2.9% 3,934 $888K
Aries Wealth Management 0.24% No change 3,928 $887K
Everett Harris & Co. 0.01% No change 3,925 $886K
Financial Partners Group, Inc 0.13% Reduce -0.4% 3,924 $886K
Next Capital Management LLC 0.36% No change 3,922 $885K
Dana Investment Advisors, Inc. 0.03% Reduce -1.1% 3,917 $884K
Dopkins Wealth Management, LLC 0.71% No change 3,900 $880K
Accredited Investors Inc. 0.05% Add +0.4% 3,899 $880K
Whalen Wealth Management Inc. 0.62% Add +37.1% 3,894 $879K
Annex Advisory Services, LLC 0.03% Reduce -15.9% 3,891 $878K
Delta Investment Management, LLC 0.18% Add +5.8% 3,889 $878K
MainStreet Investment Advisors LLC 0.12% No change 3,889 $878K
Nadler Financial Group, Inc. 0.10% Add +193.3% 3,886 $877K
Family Capital Management, Inc. 0.56% Add +0.6% 3,873 $874K
Pacific Wealth Strategies Group, Inc. 0.65% Add +14.8% 3,869 $873K
Jackson Square Capital, LLC 0.22% Reduce -5.6% 3,868 $873K
Journey Strategic Wealth LLC 0.03% Add +9.7% 3,863 $872K
Forza Wealth Management, LLC 0.40% Reduce -0.0% 3,860 $871K
Manufacturers Life Insurance Company, The 0.00% Reduce -63.3% 3,850 $869K
Lionsbridge Wealth Management LLC 0.69% New 3,848 $869K
New Potomac Partners, LLC 0.45% Reduce -2.1% 3,842 $867K
Peoples Financial Services Corp. 0.39% Reduce -1.9% 3,835 $866K
Autumn Glory Partners, LLC 0.33% No change 3,827 $864K
Beaumont Financial Advisors, LLC 0.07% No change 3,825 $864K
Camelot Technology Advisors, Inc. 0.76% Add +0.1% 3,819 $862K
ELCO Management Co., LLC 0.47% Reduce -5.6% 3,818 $862K
Tranquility Partners, LLC 0.31% Reduce -3.4% 3,814 $861K
Kohmann Bosshard Financial Services, LLC 0.11% Reduce -1.0% 3,809 $860K
Icon Wealth Advisors, LLC 0.07% New 3,799 $858K
Carmichael Hill & Associates, Inc. 0.32% Add +9.0% 3,791 $856K
Vantage Financial Partners, LLC 0.21% New 3,772 $851K
Alpha Cubed Investments, LLC 0.04% Reduce -23.0% 3,750 $847K
Yarger Wealth Strategies, LLC 0.47% Add +0.5% 3,744 $845K
HBK Sorce Advisory LLC 0.03% Reduce -1.8% 3,741 $845K
LaFleur & Godfrey LLC 0.12% Add +26.4% 3,740 $844K
Simon Quick Advisors, LLC 0.05% Add +1.3% 3,735 $843K
17 Capital Partners, LLC 0.55% Add +5.8% 3,724 $841K
Sather Financial Group Inc 0.05% No change 3,712 $838K
Smith, Moore & Co. 0.08% Reduce -5.9% 3,693 $834K
Alpine Woods Capital Investors, LLC 0.14% No change 3,500 $825K
Nixon Peabody Trust Co. 0.07% New 3,650 $824K
Ascentis Independent Advisors 0.13% Add +9.8% 3,634 $820K
Legacy Wealth Management, LLC 0.05% New 3,634 $820K
Perissos Private Wealth Management, LLC 0.66% New 3,631 $820K
Carret Asset Management, LLC 0.09% Reduce -1.8% 3,614 $816K
Regent Peak Wealth Advisors LLC 0.19% Add +0.1% 3,602 $813K
Investmark Advisory Group LLC 0.39% Add +0.2% 3,601 $813K
WESPAC Advisors, LLC 0.60% Reduce -15.1% 3,592 $811K
Summit Financial Wealth Advisors, LLC 0.15% No change 3,585 $809K
Continuum Advisory, LLC 0.10% Reduce -4.3% 3,445 $808K
EverSource Wealth Advisors, LLC 0.05% Add +11.8% 3,573 $807K
Rossmore Private Capital 0.10% Add +0.1% 3,568 $806K
VCI Wealth Management LLC 0.36% Reduce -59.4% 3,554 $802K
Private Client Services, LLC 0.43% Reduce -20.8% 3,545 $800K
Embree Financial Group 0.14% Reduce -2.5% 3,542 $800K
KG Capital Management 0.26% Add +1.4% 3,533 $798K
Stuart Chaussee & Associates, Inc. 0.21% No change 3,524 $796K
WMS Partners, LLC 0.04% New 3,520 $795K
WP Advisors, LLC 0.29% Reduce -33.5% 3,510 $792K
Aspiriant, LLC 0.03% Add +6.2% 3,507 $792K
Councilmark Asset Management, LLC 0.53% No change 3,470 $783K
Mayflower Financial Advisors, LLC 0.12% Reduce -2.4% 3,453 $780K
Elwood & Goetz Wealth Advisory Group, LLC 0.19% Add +0.1% 3,438 $776K
Fourpath Capital Management, LLC 0.14% New 3,424 $773K
Aviance Capital Partners, LLC 0.10% Add +0.7% 3,408 $769K
Oxford Financial Group, LTD. LLC 0.05% Add +0.9% 3,405 $769K
Taylor & Morgan Wealth Management, LLC 0.51% Add +4.7% 3,397 $767K
D L Carlson Investment Group Inc. 0.14% Reduce -23.6% 3,394 $766K
VestGen Investment Management 0.21% Reduce -0.7% 3,390 $765K
Hubbell Strickland Wealth Management, LLC 0.36% Add +0.1% 3,390 $765K
Mosley Wealth Management 0.52% Add +231.3% 3,293 $764K
Welch Group, LLC 0.03% No change 3,366 $760K
Sonora Investment Management Group, LLC 0.06% Reduce -26.0% 3,349 $756K
HTG Investment Advisors, Inc. 0.36% Add +0.2% 3,335 $753K
Hanover Advisors Inc. 0.32% No change 3,323 $750K
Cornell Pochily Investment Advisors, Inc. 0.26% Add +0.0% 3,317 $749K
Advance Capital Management, Inc. 0.03% Reduce -3.0% 3,312 $748K
Welch & Forbes LLC 0.01% No change 3,303 $746K
Eagle Ridge Investment Management 0.06% Reduce -3.1% 3,264 $737K
New Century Financial Group, LLC 0.27% Add +0.6% 3,259 $736K
Harvey Capital Management Inc. 0.18% No change 3,255 $735K
Obsidian Cio, LLC 0.15% Reduce -1.2% 3,246 $733K
Whitener Capital Management, Inc. 0.21% Add +24.3% 3,232 $730K
Brendel Financial Advisors LLC 0.41% New 3,222 $727K
Cantor Fitzgerald, L. P. 0.07% Add +87.1% 3,214 $726K
First Trust Direct Indexing L.P. 0.04% Add +33.3% 3,195 $721K
Empirical Asset Management, LLC 0.26% Add +0.9% 3,192 $721K
Pictet North America Advisors SA 0.07% No change 3,187 $719K
Avalon Capital Management 0.22% No change 3,180 $718K
Mason & Associates Inc 0.18% Add +10.0% 3,178 $717K
Breakwater Capital Group 0.14% No change 3,156 $712K
Game Plan Financial Advisors, LLC 0.38% Add +1.9% 3,151 $711K
Saxony Capital Management, LLC 0.65% No change 3,150 $711K
STAR Financial Bank 0.48% No change 3,147 $710K
Red Door Wealth Management, LLC 0.12% No change 3,147 $710K
Oxler Private Wealth LLC 0.25% Add +2.8% 3,143 $710K
Banque Pictet & Cie SA 0.01% No change 3,140 $709K
SageView Advisory Group, LLC 0.04% Reduce -3.7% 3,131 $707K
Rebalance, LLC 0.05% Add +0.2% 3,115 $703K
Juncture Wealth Strategies, LLC 0.27% Add +45.6% 3,114 $703K
Beacon Capital Management, LLC 0.10% Add +10.9% 3,108 $702K
Evergreen Capital Management LLC 0.02% No change 3,107 $701K
FAS Wealth Partners, Inc. 0.06% Add +15.4% 3,100 $700K
180 Wealth Advisors, LLC 0.11% Reduce -1.9% 3,096 $699K
Liberty Wealth Management LLC 0.12% Add +10.9% 3,074 $694K
Daymark Wealth Partners, LLC 0.03% Reduce -1.5% 3,073 $694K
Worth Financial Advisory Group, LLC 0.41% Add +0.5% 3,068 $693K
Boulder Wealth Advisors, LLC 0.38% No change 3,068 $693K
Ellis Investment Partners, LLC 0.14% Reduce -3.8% 3,067 $692K
Quartz Partners, LLC 0.43% — 3,062 $691K
GAMMA Investing LLC 0.07% Add +32.1% 3,050 $689K
Milestone Asset Management, LLC 0.15% New 3,049 $688K
Standard Family Office LLC 0.84% No change 3,049 $688K
Cottage Street Advisors LLC 0.37% Reduce -1.3% 3,047 $688K
Firestone Capital Management 0.17% Add +14.9% 3,045 $687K
Tortoise Investment Management, LLC 0.07% Add +29.4% 3,019 $682K
Diligent Investors, LLC 0.16% Reduce -0.2% 3,017 $681K
Dearborn Partners LLC 0.03% Add +2.4% 2,979 $673K
Ignite Planners, LLC 0.15% Reduce -0.1% 2,971 $671K
Heritage Wealth Partners, LLC 0.79% Add +26.4% 2,965 $669K
MBL Wealth, LLC 0.07% No change 2,959 $668K
Farmers & Merchants Investments Inc. 0.02% No change 2,952 $666K
Highland Capital Management, LLC 0.04% Add +1.4% 2,942 $664K
Arista Wealth Management, LLC 0.16% No change 2,934 $662K
Truvestments Capital LLC 0.18% Add +2.0% 2,919 $659K
Compass Wealth Management LLC 0.15% Reduce -1.5% 2,915 $658K
Penobscot Investment Management Company, Inc. 0.06% Add +10.1% 2,905 $656K
Heritage Family Offices, LLP 0.34% Add +0.1% 2,898 $654K
Lumbard & Kellner, LLC 0.29% Add +73.4% 2,894 $653K
Global Strategic Investment Solutions, LLC 0.08% Add +0.1% 2,870 $648K
OneAscent Wealth Management LLC 0.25% Add +12.2% 2,868 $647K
High Net Worth Advisory Group LLC 0.18% No change 2,861 $646K
Two Sigma Securities, LLC 0.05% Add +78.4% 2,855 $645K
Leavell Investment Management, Inc. 0.03% Reduce -2.0% 2,844 $642K
PCG Wealth Advisors, LLC 0.25% Add +1.0% 2,839 $641K
First Foundation Advisors 0.02% Reduce -7.1% 2,832 $639K
Inscription Capital, LLC 0.09% Add +6.8% 2,817 $636K
Vaughan David Investments LLC 0.01% Reduce -12.4% 2,812 $635K
Diversified, LLC 0.07% Reduce -4.6% 2,807 $634K
Diversified Enterprises, LLC 0.07% — 2,807 $634K
Quadrant Capital Group LLC 0.04% Add +1.5% 2,804 $633K
Financial & Tax Architects, LLC 0.16% Reduce -12.3% 2,796 $631K
YHB Investment Advisors, Inc. 0.05% Add +0.4% 2,794 $631K
Brady Family Wealth, LLC 0.19% No change 2,792 $630K
Performance Wealth Partners, LLC 0.02% Add +58.1% 2,790 $630K
Sandbox Financial Partners, LLC 0.22% Add +0.5% 2,787 $629K
Private Wealth Partners, LLC 0.05% Add +0.7% 2,775 $626K
Per Stirling Capital Management, LLC. 0.09% Reduce -65.0% 2,761 $623K
Burford Brothers, Inc. 0.32% Reduce -17.0% 2,757 $622K
Hexagon Capital Partners LLC 0.12% Reduce -0.5% 2,752 $621K
Obermeyer Wealth Partners 0.03% Reduce -14.4% 2,752 $621K
Aspen Investment Management Inc 0.29% No change 2,750 $621K
Concentric Capital Strategies, LP 0.04% New 2,741 $619K
L & S Advisors Inc 0.07% Reduce -2.9% 2,723 $615K
Texas Yale Capital Corp. 0.03% Add +0.0% 2,701 $610K
Goelzer Investment Management, Inc. 0.03% Reduce -7.0% 2,694 $608K
Community Bank, N.A. 0.08% Reduce -1.4% 2,684 $606K
Northeast Investment Management 0.03% Add +0.8% 2,680 $605K
McElhenny Sheffield Capital Management, LLC 0.20% Reduce -2.5% 2,672 $603K
Bellecapital International Ltd. 0.12% No change 2,645 $597K
Winthrop Advisory Group LLC 0.07% Reduce -96.4% 2,642 $596K
Lewis Asset Management, LLC 0.43% Add +1.6% 2,632 $594K
Wellington Shields & Co., LLC 0.18% Reduce -7.1% 2,631 $594K
First Manhattan Co. Llc. 0.00% No change 2,631 $594K
Charles Schwab Trust Co 0.05% Add +10.2% 2,625 $593K
Vestor Capital, LLC 0.05% No change 2,615 $590K
PBMares Wealth Management LLC 0.12% Reduce -1.9% 2,606 $588K
Midland Wealth Advisors, LLC 0.03% Reduce -30.6% 2,603 $588K
Talisman Wealth Advisors LLC 0.62% Reduce -3.7% 2,608 $587K
Frisch Financial Group, Inc. 0.18% Add +28.7% 2,592 $585K
Hoxton Planning & Management, LLC 0.23% New 2,589 $584K
American State Bank (Iowa) 0.35% Reduce -0.2% 2,587 $584K
Apriem Advisors 0.07% No change 2,583 $583K
Penobscot Wealth Management 0.31% Reduce -1.6% 2,557 $577K
FinTrust Capital Advisors, LLC 0.10% Add +2.8% 2,547 $575K
Commonwealth Financial Services, LLC 0.11% Reduce -10.9% 2,605 $574K
HRC Wealth Management, LLC 0.37% Add +0.2% 2,541 $574K
American Financial Advisors, LLC 0.08% No change 2,529 $571K
Safeguard Financial, LLC 0.13% Add +60.2% 2,521 $569K
Jackson Hole Capital Partners, LLC 0.12% Reduce -2.7% 2,521 $569K
WealthPLAN Partners, LLC 0.08% Reduce -11.6% 2,521 $569K
Cozad Asset Management Inc. 0.05% Reduce -0.7% 2,518 $568K
Traction Financial Partners, LLC 0.45% No change 2,516 $568K
Calamos Wealth Management LLC 0.03% No change 2,515 $568K
Investment Partners Asset Management, Inc. 0.47% Reduce -0.5% 2,514 $568K
TrueWealth Advisors, LLC 0.19% Reduce -1.1% 2,510 $567K
Blue Trust, Inc. 0.01% Add +101.5% 2,498 $565K
Forte Capital LLC 0.06% Reduce -5.9% 2,502 $565K
LS Investment Advisors, LLC 0.08% No change 2,500 $564K
Woodstock Corp. 0.05% No change 2,500 $564K
Oldfather Financial Services, LLC 0.22% No change 2,487 $561K
Lodestone Wealth Management LLC 0.28% Reduce -1.1% 2,483 $561K
Iams Wealth Management, LLC 0.28% Reduce -31.7% 2,481 $560K
Concorde Asset Management, LLC 0.32% Add +21.7% 2,477 $559K
Lynx Investment Advisory 0.40% Add +0.2% 2,477 $559K
HFR Wealth Management, LLC 0.13% No change 2,460 $555K
Argent Financial Group, Inc. 0.07% — 2,456 $554K
Smith & Howard Wealth Management, LLC 0.15% Reduce -2.4% 2,435 $550K
Klingman & Associates, LLC 0.03% No change 2,435 $550K
Thoroughbred Financial Services, LLC 0.04% Reduce -23.7% 2,434 $549K
Obsidian Personal Planning Solutions LLC 0.29% No change 2,470 $549K
Northeast Financial Group, Inc. 0.21% Add +6.3% 2,429 $549K
TCFG Wealth Management, LLC 0.28% — 2,428 $548K
Comprehensive Financial Consultants Institutional, Inc. 0.20% Reduce -4.6% 2,425 $547K
Latitude Advisors, LLC 0.31% Reduce -76.7% 2,422 $547K
Tyler-Stone Wealth Management 0.10% Add +93.5% 2,417 $546K
Brick & Kyle, Associates 0.23% Add +13.6% 2,416 $545K
Ackerman Capital Advisors, LLC 0.14% No change 2,407 $543K
Fortis Advisors, LLC 0.35% Add +86.7% 2,403 $542K
First Commonwealth Financial Corp 0.13% Add +20.8% 2,397 $541K
Welch Capital Partners LLC 0.12% No change 2,390 $540K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,354 $539K
Brown Miller Wealth Management, LLC 0.21% Reduce -29.5% 2,381 $538K
SOA Wealth Advisors, LLC. 0.10% Add +0.1% 2,379 $537K
Alesco Advisors, LLC, An ESL Co 0.02% No change 2,379 $537K
Trust Co. of Vermont 0.03% Reduce -1.3% 2,375 $536K
Meridian Financial Advisors, LLC 0.36% No change 2,359 $533K
Second Half Financial Partners, LLC 0.28% New 2,359 $533K
Confluence Wealth Services, Inc. 0.04% Reduce -35.4% 2,356 $532K
WealthBridge Capital Management, LLC 0.15% No change 2,351 $531K
Collective Family Office LLC 0.14% Reduce -22.7% 2,350 $531K
Lakeridge Wealth Management LLC 0.29% Add +9.9% 2,343 $529K
Wolf Group Capital Advisors 0.25% Add +6.9% 3,035 $528K
Outlook Wealth Advisors, LLC 0.15% Add +18.4% 2,332 $526K
Insight Advisors, LLC/ PA 0.09% Add +15.4% 2,320 $524K
White Lighthouse Investment Management Inc. 0.09% Add +10.5% 2,319 $524K
Shufro Rose & Co. LLC 0.04% No change 2,310 $523K
WealthTrust Asset Management, LLC 0.39% Reduce -15.5% 2,311 $522K
WT Wealth Management 0.17% Reduce -55.9% 2,259 $522K
Cape Investment Advisory, Inc. 0.21% Add +13.2% 2,307 $521K
Mine & Arao Wealth Creation & Management, LLC. 0.24% No change 2,304 $520K
Y.D. More Investments Ltd 0.05% Reduce -3.4% 2,304 $520K
BNC Wealth Management, LLC 0.19% Reduce -90.9% 2,299 $519K
Cypress Asset Management Inc. 0.13% Add +380.0% 2,299 $519K
Moulton Wealth Management, Inc. 0.43% New 2,296 $517K
Highview Capital Management LLC 0.21% New 2,287 $516K
Strategic Investment Advisors / MI 0.06% Reduce -2.6% 2,276 $514K
Breakwater Investment Management 0.21% No change 2,273 $513K
Gray Wealth Management Inc. 0.20% No change 2,272 $513K
Continuum Wealth Advisors, LLC 0.27% Reduce -91.9% 2,269 $512K
Wescott Financial Advisory Group, LLC 0.05% Reduce -21.3% 2,264 $511K
Mather Group, Llc. 0.01% Reduce -13.5% 2,261 $510K
Black Maple Capital Management LP 0.38% No change 2,260 $510K
Goepper Burkhardt LLC 0.21% No change 2,258 $510K
Strategies Wealth Advisors, LLC 0.07% Reduce -2.6% 2,255 $509K
Marquette Asset Management, LLC 0.08% Add +340.4% 2,255 $509K
PICTET BANK & TRUST Ltd 0.52% Add +60.9% 2,253 $509K
JFG Wealth Management, LLC 0.14% New 2,253 $509K
LexAurum Advisors, LLC 0.11% Add +79.9% 2,251 $508K
Pinnacle Bancorp, Inc. 0.13% No change 2,230 $503K
Vicus Capital 0.04% Add +2.3% 2,230 $503K
Transform Wealth, LLC 0.03% Reduce -97.8% 2,225 $502K
Fusion Capital, LLC 0.21% Reduce -2.9% 2,220 $501K
USA Financial Formulas 0.08% Add +9.2% 2,213 $500K
Ullmann Wealth Partners Group, LLC 0.06% New 2,213 $500K
Triumph Capital Management 0.18% New 2,212 $499K
Princeton Global Asset Management LLC 0.10% Add +19.6% 2,206 $498K
Global Financial Private Client, LLC 0.19% Reduce -0.2% 2,204 $498K
SignalPoint Asset Management, LLC 0.12% No change 2,194 $494K
Private Wealth Group, LLC 0.25% No change 2,186 $494K
St Germain D J Co. Inc. 0.02% Reduce -2.7% 2,186 $494K
Summit X, LLC 0.12% Reduce -3.4% 2,175 $492K
First International Bank & Trust 0.16% No change 2,178 $492K
First Nebraska Trust Co 0.05% No change 2,175 $491K
Register Financial Advisors LLC 0.25% Reduce -7.5% 2,175 $491K
Lowe Brockenbrough & Co. Inc. 0.03% Reduce -91.8% 2,172 $490K
Stonegate Investment Group, LLC 0.01% Reduce -2.8% 2,172 $490K
Paladin Advisory Group, LLC 0.36% No change 2,167 $489K
Addison Advisors LLC 0.14% No change 2,166 $489K
HM Payson & Co. 0.01% No change 2,162 $488K
Gryphon Financial Partners LLC 0.07% No change 2,151 $486K
Retireful, LLC 0.36% Reduce -89.6% 2,136 $482K
Hanson & Doremus Investment Management 0.08% No change 2,133 $482K
Kowal Investment Group, LLC 0.09% Reduce -2.1% 2,134 $482K
CRA Financial Services, LLC 0.09% Reduce -8.6% 2,125 $480K
StrongBox Wealth, LLC 0.21% Add +25.6% 2,123 $479K
Williams & Novak, LLC 0.45% No change 2,118 $478K
Byrne Asset Management LLC 0.33% New 2,108 $476K
Campbell Wealth Management 0.04% Add +0.2% 2,103 $475K
Physician Wealth Advisors, Inc. 0.09% Add +2.3% 2,062 $471K
Cape Cod Five Cents Savings Bank 0.04% No change 2,088 $471K
Edmond DE Rothschild Holding S.A. 0.01% No change 2,082 $470K
Capital Square, LLC 0.28% Add +2.1% 2,058 $465K
Oakwell Private Wealth Management, LLC 0.13% No change 2,058 $465K
First Command Advisory Services, Inc. 0.00% No change 2,058 $465K
Tolleson Wealth Management, Inc. 0.09% Reduce -12.7% 2,056 $464K
Asset Management Group, Inc. 0.07% New 2,054 $464K
Granite Bay Wealth Management, LLC 0.26% No change 2,050 $463K
MIdWestOne Financial Group, Inc. 0.06% No change 2,047 $462K
Guidance Point Advisors, LLC 0.14% Add +0.2% 2,045 $462K
Advisors Capital Management, LLC 0.01% Reduce -1.9% 2,042 $461K
Trust Point Inc. 0.03% Reduce -0.1% 2,041 $461K
Keystone Financial Services 0.18% Add +2.0% 2,035 $459K
Yeomans Consulting Group, Inc. 0.17% Reduce -3.1% 2,031 $459K
Courier Capital LLC 0.03% No change 2,031 $459K
Wealthquest Corp 0.04% New 2,077 $457K
Merkkuri Wealth Advisors LLC 0.36% Add +15.4% 2,022 $456K
Intrepid Capital Management Inc. 0.25% No change 2,021 $456K
Parkside Financial Bank & Trust 0.06% No change 2,020 $456K
FSM Wealth Advisors, LLC 0.12% Add +9.1% 2,016 $455K
Mainstream Capital Management LLC 0.39% — 2,012 $454K
First Pacific Financial 0.11% New 2,008 $453K
Prevail Innovative Wealth Advisors, LLC 0.14% Reduce -3.8% 2,006 $453K
First Citizens Financial Corp 0.24% Add +16.8% 2,005 $453K
Fonville Wealth Management LLC 0.16% New 2,005 $453K
Axos Invest Inc. 0.31% — 2,004 $452K
Blueprint Investment Partners LLC 0.08% New 2,002 $452K
Seven Mile Advisory 0.30% Reduce -67.4% 2,000 $452K
Parthenon LLC 0.05% No change 2,000 $452K
Archer Investment Corp 0.12% Add +5.0% 1,994 $450K
Alerus Financial NA 0.03% Reduce -14.0% 1,984 $448K
National Wealth Management Group, LLC 0.30% Reduce -4.8% 1,975 $446K
Stone Summit Wealth LLC 0.14% Reduce -2.5% 1,973 $445K
Slagle Financial, LLC 0.20% Add +0.3% 1,972 $445K
Dark Forest Capital Management LP 0.06% Add +9.9% 1,959 $442K
Signature Estate & Investment Advisors LLC 0.01% Reduce -2.9% 1,950 $440K
Promethium Advisors,llc 0.31% — 1,930 $436K
Stephens Consulting, LLC 0.11% Reduce -13.9% 1,930 $436K
Smith Chas P & Associates Pa Cpas 0.02% Add +2.7% 1,925 $435K
Pinnacle Family Advisors, LLC 0.22% Add +42.1% 1,920 $433K
Sovereign Financial Group, Inc. 0.10% No change 1,917 $433K
Sound Income Strategies, LLC 0.03% Add +237.4% 1,913 $432K
Kendall Capital Management 0.13% No change 1,913 $432K
Silvercrest Asset Management Group LLC 0.00% Reduce -0.4% 1,913 $432K
Traynor Capital Management, Inc. 0.04% Reduce -6.3% 1,905 $430K
Trust Co. of Oklahoma 0.14% Reduce -0.2% 1,894 $428K
Delta Financial Group, Inc. 0.16% Reduce -4.5% 1,886 $426K
SlateStone Wealth, LLC 0.04% Reduce -28.9% 1,883 $425K
Bessemer Group Inc. 0.00% Add +1.1% 1,882 $425K
Trinity Financial Advisors LLC 0.19% Reduce -43.2% 1,715 $420K
Creekside Partners 0.22% Add +0.2% 1,858 $419K
Atlantic Edge Private Wealth Management, LLC 0.13% Add +15.8% 1,853 $418K
FSB Premier Wealth Management, Inc. 0.17% Add +8.3% 1,853 $418K
BCS Wealth Management 0.18% Reduce -0.1% 1,853 $418K
Precedent Wealth Partners, LLC 0.14% No change 1,840 $415K
Gries Financial LLC 0.08% Add +1.4% 1,833 $414K
JGP Wealth Management, LLC 0.05% No change 1,830 $413K
TruWealth Advisors, LLC 0.03% Add +0.1% 1,826 $412K
Kellett Wealth Advisors, LLC 0.29% Reduce -49.2% 1,826 $412K
Clear Harbor Asset Management, LLC 0.03% No change 1,822 $411K
Foundation Wealth Management, LLC 0.31% Reduce -41.1% 1,822 $411K
EWG Elevate Inc. 0.16% Reduce -92.8% 1,814 $409K
Private Capital Advisors, Inc. 0.04% No change 1,810 $409K
Towercrest Capital Management 0.07% Add +3.4% 1,808 $408K
HTLF Bank 0.04% No change 1,803 $407K
WealthTrust Axiom LLC 0.12% No change 1,797 $406K
Evernest Financial Advisors, LLC 0.11% Add +12.3% 1,793 $405K
Romano Brothers and Company 0.05% No change 1,793 $405K
Charter Oak Capital Management, LLC 0.04% Reduce -6.7% 1,793 $405K
Trivium Point Advisory, LLC 0.06% Add +31.5% 1,720 $405K
Facet Wealth, Inc. 0.01% New 1,799 $403K
Frazier Financial Advisors, LLC 0.31% Reduce -7.9% 1,784 $403K
O'Brien Wealth Partners LLC 0.08% No change 1,783 $403K
Gateway Wealth Partners, LLC 0.11% Add +1.4% 1,782 $402K
Tanglewood Legacy Advisors, LLC 0.18% No change 1,780 $402K
Gray Private Wealth, LLC 0.24% Add +0.1% 1,778 $401K
KFG Wealth Management, LLC 0.09% Reduce -2.8% 1,777 $401K
Southland Equity Partners LLC 0.10% Reduce -14.2% 1,777 $401K
Kuhn & Co Investment Counsel 0.34% Reduce -4.8% 1,776 $401K
Armstrong Advisory Group, Inc. 0.03% Reduce -0.1% 1,774 $400K
Monograph Wealth Advisors, LLC 0.05% New 1,773 $400K
Paulson Wealth Management Inc. 0.11% No change 1,772 $400K
Family Firm, Inc. 0.09% Add +0.2% 1,769 $399K
Schneider Downs Wealth Management Advisors, LP 0.08% No change 1,769 $399K
Smith Salley Wealth Management 0.03% Add +10.4% 1,768 $399K
Mirador Capital Partners LP 0.07% Add +0.1% 1,761 $398K
Home Federal Bank of Tennessee 0.11% Add +1.1% 1,760 $397K
Means Investment Co., Inc. 0.04% Reduce -4.3% 1,757 $397K
HMS Capital Management, LLC 0.19% No change 1,754 $396K
Seed Wealth Management, Inc. 0.32% No change 1,751 $395K
Apella Capital, LLC 0.02% Add +18.9% 1,779 $395K
WMG Financial Advisors, LLC 0.18% No change 1,746 $394K
Clark Capital Management Group, Inc. 0.00% Add +1.6% 1,738 $392K
REDW Wealth LLC 0.10% Reduce -27.0% 1,733 $391K
Financial Council, LLC 0.20% No change 1,733 $391K
Smith Anglin Financial, LLC 0.04% Add +9.6% 1,730 $391K
Paragon Private Wealth Management, LLC 0.19% Add +0.6% 1,729 $390K
Madison Park Capital Advisors, LLC 0.29% Add +0.1% 1,712 $386K
Goldstream Capital Management Ltd 0.17% Reduce -21.6% 1,710 $386K
T. Rowe Price Associates Inc. 0.00% No change 1,700 $384K
Provenance Wealth Advisors, LLC 0.05% No change 1,700 $384K
Russell Investments Group, Ltd. 0.00% Add +100.7% 1,696 $383K
Q3 Asset Management 0.09% Reduce -97.8% 1,692 $382K
Optivise Advisory Services LLC 0.20% Add +1.2% 1,691 $382K
Colonial Trust Advisors 0.03% No change 1,688 $381K
Beacon Financial Group 0.04% No change 1,687 $381K
Geneva Partners, LLC 0.16% Add +1.4% 1,672 $377K
Adamsbrown Wealth Consultants LLC 0.13% Reduce -1.8% 1,669 $377K
Treynor Bancshares, Inc. 0.39% New 1,666 $376K
Veltria Advisors Corp. 0.15% Reduce -2.0% 1,662 $375K
WealthPlan Investment Management, LLC 0.04% Add +74.0% 1,660 $375K
Aveo Capital Partners, LLC 0.04% Reduce -1.3% 1,655 $374K
McIlrath & Eck, LLC 0.05% No change 1,648 $372K
Viawealth, LLC 0.22% Add +78.3% 1,647 $372K
RTD Financial Advisors, Inc. 0.05% No change 1,640 $370K
Linscomb Wealth, Inc. 0.02% Reduce -4.0% 1,638 $370K
Syntrinsic LLC 0.12% No change 1,638 $370K
Integrated Capital Management, LLC 0.20% — 1,628 $368K
Everhart Financial Group, Inc. 0.08% Reduce -18.8% 1,628 $368K
Pathway Financial Advisers, LLC 0.17% Reduce -1.0% 1,623 $367K
Ruggaard & Associates LLC 0.16% No change 1,623 $366K
Thomasville National Bank 0.03% No change 1,617 $365K
Henrickson Nauta Wealth Advisors, Inc. 0.14% New 1,614 $364K
Gallacher Capital Management LLC 0.17% Reduce -7.8% 1,611 $364K
Douglass Winthrop Advisors, LLC 0.01% Reduce -6.6% 1,609 $363K
Prairie Sky Financial Group LLC 0.21% Add +3.7% 1,609 $363K
JDM Financial Group LLC 0.20% No change 1,607 $363K
IMS Capital Management 0.16% Add +0.1% 1,600 $361K
Edgemoor Investment Advisors, Inc. 0.03% Add +78.8% 1,600 $361K
Falcon Wealth Planning 0.04% Add +28.1% 1,599 $361K
Old North State Trust, LLC 0.29% No change 1,597 $361K
NorthCrest Asset Manangement, LLC 0.01% Add +11.4% 1,597 $360K
Pension & Wealth Management Advisors, Inc. 0.18% Reduce -4.3% 1,593 $360K
Allred Capital Management, LLC 0.14% Reduce -4.8% 1,595 $360K
Clayton Financial Group LLC 0.13% Reduce -0.1% 1,593 $360K
Vishria Bird Financial Group, LLC 0.14% No change 1,586 $358K
BSW Wealth Partners 0.05% Add +21.0% 1,583 $357K
Wetzel Investment Advisors, Inc. 0.18% Add +4.8% 1,581 $357K
Fielder Capital Group LLC 0.12% Add +18.9% 1,580 $357K
VERITY Wealth Advisors 0.25% No change 1,575 $356K
Goldstone Financial Group, LLC 0.06% Add +10.5% 1,575 $356K
Westwood Holdings Group Inc. 0.00% No change 1,568 $354K
Rockwood Wealth Management, LLC 0.04% Add +39.2% 1,566 $354K
Aurora Private Wealth, Inc. 0.28% Reduce -0.2% 1,564 $353K
Vident Advisory, LLC 0.01% Add +35.2% 1,557 $352K
Blankinship & Foster, LLC 0.09% Reduce -28.4% 1,557 $352K
Gill Capital Partners, LLC 0.13% No change 1,555 $351K
Hutchinson Capital Management 0.07% No change 1,552 $350K
Asset Planning Services Inc. /La/ 0.17% No change 1,550 $350K
Carl P. Sherr & Co., LLC 0.18% No change 1,550 $350K
Global Wealth Strategies & Associates 0.11% No change 1,550 $350K
American National Bank & Trust 0.04% Reduce -3.9% 1,550 $350K
1ST Source Bank 0.02% Reduce -2.1% 1,550 $350K
Clarus Group, Inc. 0.15% Add +0.1% 1,550 $350K
Paragon Capital Management LLC 0.18% No change 1,548 $350K
Primoris Wealth Advisors, LLC 0.25% No change 1,541 $348K
Holderness Investments Co. 0.08% Add +3.0% 1,530 $345K
Pegasus Partners Ltd. 0.03% No change 1,529 $345K
Cedar Wealth Management, LLC 0.11% Add +18.3% 1,520 $343K
JT Stratford LLC 0.06% Add +0.2% 1,516 $342K
Martel Wealth Advisors LLC 0.07% Reduce -35.9% 1,518 $342K
Aprio Wealth Management, LLC 0.05% No change 1,514 $342K
Octavia Wealth Advisors, LLC 0.04% Add +10.9% 1,510 $341K
Winthrop Capital Management, LLC 0.16% No change 1,506 $340K
Altfest L J & Co. Inc. 0.05% Add +1.4% 1,503 $339K
Bayshore Asset Management, LLC 0.15% No change 1,500 $339K
Lincoln Capital Corp. 0.14% No change 1,500 $339K
Chatham Capital Group, Inc. 0.06% No change 1,500 $339K
Howard Financial Services, LTD. 0.05% No change 1,499 $338K
Farrell Financial LLC 0.24% Add +0.1% 1,414 $335K
Centric Wealth Management 0.09% Add +8.2% 1,435 $335K
Guyasuta Investment Advisors Inc. 0.02% Add +0.3% 1,478 $334K
ALM First Financial Advisors, LLC 0.08% No change 1,806 $333K
Norden Group LLC 0.04% No change 1,475 $333K
Rice Partnership, LLC 0.07% Add +7.3% 1,473 $332K
Allie Family Office LLC 0.18% No change 1,466 $331K
Fulton Bank, N.A. 0.01% No change 1,463 $330K
SK Wealth Management, LLC 0.17% — 1,389 $330K
Mindset Wealth Management, LLC 0.14% — 1,459 $329K
Cardinal Point Capital Management ULC 0.05% No change 1,456 $329K
Darden Wealth Group Inc 0.24% Reduce -0.6% 1,455 $328K
Second Line Capital, LLC 0.09% Reduce -0.2% 1,454 $328K
Impact Partnership Wealth, LLC 0.07% Reduce -13.0% 1,454 $328K
Uptick Partners, LLC 0.14% Reduce -21.2% 1,449 $327K
My Personal CFO, LLC 0.18% Reduce -1.2% 1,446 $326K
Caldwell Sutter Capital, Inc. 0.15% No change 1,440 $325K
Shared Vision Wealth Group LLC 0.17% No change 1,432 $323K
Sebold Capital Management, Inc. 0.21% Reduce -0.6% 1,431 $323K
Hazlett, Burt & Watson, Inc. 0.15% Reduce -4.0% 1,432 $323K
Essex Financial Services, Inc. 0.02% Add +2.3% 1,388 $322K
Tidal Investments LLC 0.00% Reduce -97.5% 1,424 $321K
TBH Global Asset Management, LLC 0.07% Add +0.7% 1,423 $321K
First American Bank 0.02% No change 1,423 $321K
Tufton Capital Management 0.06% Add +7.6% 1,419 $320K
Two West Capital Advisors LLC 0.26% Add +0.1% 1,415 $319K
Endowment Wealth Management, Inc. 0.21% New 1,412 $319K
Moisand Fitzgerald Tamayo, LLC 0.04% Add +14.1% 1,405 $317K
Pacific Center for Financial Services 0.08% No change 1,405 $317K
Aldebaran Financial Inc. 0.37% Add +1.5% 1,402 $317K
Independence Bank of Kentucky 0.07% Add +95.1% 1,401 $316K
Ramirez Asset Management, Inc. 0.06% Add +55.6% 1,400 $316K
Capitol Family Office, Inc. 0.39% No change 1,398 $316K
Plan Group Financial, LLC 0.17% New 1,393 $314K
TRUE Private Wealth Advisors 0.04% Reduce -4.1% 1,390 $314K
Smith Thornton Advisors LLC 0.21% No change 1,385 $313K
Waterfront Wealth Inc. 0.08% New 1,348 $313K
Straight Path Wealth Management 0.13% Add +53.2% 1,374 $310K
Wambolt & Associates, LLC 0.09% New 1,407 $310K
Capital Management Associates, Inc 0.13% No change 1,369 $309K
Meeder Advisory Services, Inc. 0.02% Add +2.9% 1,369 $309K
McCarthy & Cox 0.12% No change 1,362 $308K
Garden State Investment Advisory Services LLC 0.10% Add +22.9% 1,360 $307K
Graves Light Lenhart Wealth, Inc. 0.04% Add +19.8% 1,359 $307K
Vima LLC 0.63% Add +2.0% 1,352 $305K
Spinnaker Investment Group, LLC 0.07% Reduce -12.1% 1,352 $305K
Silverlake Wealth Management LLC 0.12% Add +35.9% 1,352 $305K
Sugarloaf Wealth Management, LLC 0.05% Add +0.1% 1,350 $305K
FRG Family Wealth Advisors LLC 0.05% No change 1,349 $305K
Coastwise Capital Group, LLC 0.25% Add +5.5% 1,347 $304K
Nikulski Financial, Inc. 0.09% No change 1,345 $304K
Drive Wealth Management, LLC 0.08% No change 1,342 $303K
Geller Advisors LLC 0.02% New 1,340 $303K
Hurlow Wealth Management Group, Inc. 0.09% Add +9.8% 1,337 $302K
Braun Stacey Associates Inc. 0.01% Reduce -7.9% 1,334 $301K
WoodTrust Financial Corp 0.04% No change 1,335 $301K
Hourglass Capital, LLC 0.08% Reduce -7.0% 1,330 $300K
Wealth Quarterback LLC 0.16% Reduce -6.6% 1,326 $299K
MSH Capital Advisors LLC 0.09% Reduce -13.5% 1,325 $299K
Valley National Advisers Inc. 0.05% No change 1,325 $299K
SouthState Bank Corp 0.02% Add +4.3% 1,320 $298K
Legacy Financial Group, Inc. 0.10% Reduce -1.1% 1,340 $298K
Regency Capital Management Inc.\DE 0.16% New 1,319 $298K
Osborne Partners Capital Management, LLC 0.02% Reduce -2.1% 1,312 $296K
Global Wealth Management Investment Advisory, Inc. 0.06% Reduce -14.7% 1,311 $296K
Private Capital Management LLC 0.05% Reduce -1.3% 1,311 $296K
Ironwood Investment Counsel, LLC 0.05% Reduce -11.8% 1,310 $296K
Aspire Private Capital, LLC 0.07% No change 1,309 $296K
WR Wealth Planners, LLC 0.08% No change 1,307 $295K
Ridgecrest Wealth Partners, LLC 0.15% No change 1,305 $295K
TFB Advisors LLC 0.09% Reduce -7.0% 1,305 $295K
Clearstead Trust, LLC 0.07% Reduce -8.4% 1,304 $294K
Union Savings Bank 0.14% No change 1,303 $294K
Etesian Wealth Advisors, Inc. 0.13% New 1,302 $294K
Vestia Personal Wealth Advisors 0.28% No change 1,300 $293K
Widmann Financial Services, Inc. 0.22% Reduce -4.3% 1,300 $293K
Private Capital Management, LLC 0.03% No change 1,300 $293K
Wrapmanager Inc. 0.08% Add +13.9% 1,293 $292K
Kessler Investment Group, LLC 0.15% No change 1,292 $292K
Integrated Investment Consultants, LLC 0.06% Reduce -38.0% 1,291 $291K
Harmony Asset Management LLC 0.11% Add +8.1% 1,288 $291K
PSI Advisors, LLC 0.08% No change 1,280 $289K
Nicolet Advisory Services, LLC 0.03% Add +0.1% 1,290 $287K
Equita Financial Network, Inc. 0.10% No change 1,270 $287K
Advisory Resource Group 0.06% Add +0.2% 1,267 $286K
Atlantic Union Bankshares Corp 0.02% Reduce -51.4% 1,266 $286K
Cahaba Wealth Management, Inc. 0.02% Add +0.1% 1,262 $285K
Annapolis Financial Services, LLC 0.08% Add +0.9% 1,261 $285K
Garrison Asset Management, LLC 0.14% No change 1,260 $284K
Fairview Capital Investment Management, LLC 0.02% No change 1,258 $284K
Willner & Heller, LLC 0.25% Reduce -0.6% 1,256 $284K
Blodgett Wealth Advisors, LLC 0.24% No change 1,250 $282K
Novak & Powell Financial Services, Inc. 0.16% No change 1,248 $282K
Cadence Wealth Management LLC 0.23% Reduce -10.9% 1,246 $281K
Executive Wealth Management, LLC 0.02% Add +9.5% 1,245 $281K
Summit Place Financial Advisors, LLC 0.16% Reduce -9.1% 1,245 $281K
Patriot Investment Management Group, Inc. 0.02% No change 1,242 $280K
Flaharty Asset Management, LLC 0.04% No change 1,241 $280K
Greenwich Wealth Management LLC 0.02% Reduce -0.8% 1,242 $280K
Three Bridge Wealth Advisors, LLC 0.10% No change 1,238 $279K
Burns Matteson Capital Management, LLC 0.16% Reduce -31.1% 1,236 $279K
Burt Wealth Advisors 0.07% No change 1,235 $279K
StoneCrest Wealth Management, Inc. 0.20% Reduce -26.8% 1,234 $279K
Carolinas Wealth Consulting LLC 0.05% Reduce -0.6% 1,234 $278K
Provident Wealth Management, LLC 0.09% No change 1,231 $278K
Schechter Investment Advisors, LLC 0.02% Add +21.0% 1,231 $278K
Ascent Wealth Partners, LLC 0.04% No change 1,230 $278K
MN Wealth Advisors, LLC 0.16% Reduce -0.3% 1,227 $277K
Miller Investment Management, LP 0.03% Add +1.7% 1,227 $277K
Bell Investment Advisors, Inc 0.05% No change 1,219 $275K
360 Financial, Inc. 0.10% Reduce -52.5% 1,218 $275K
Mogy Joel R Investment Counsel Inc. 0.02% Reduce -4.7% 1,206 $272K
Central Valley Advisors, LLC 0.15% New 1,205 $272K
TFC Financial Management, Inc. 0.04% Add +0.1% 1,203 $272K
Blackston Financial Advisory Group, LLC 0.14% New 1,203 $272K
Apeiron RIA LLC 0.08% Reduce -2.8% 1,201 $271K
Allegheny Financial Group 0.07% No change 1,200 $271K
Curtis Advisory Group, LLC 0.08% Reduce -16.4% 1,196 $270K
Cadent Capital Advisors, LLC 0.09% New 1,195 $270K
GHP Investment Advisors, Inc. 0.01% Add +1090.0% 1,190 $269K
Palogic Value Management, L.P. 0.11% No change 1,190 $269K
Banque Cantonale Vaudoise 0.01% Add +45.2% 1,185 $268K
Rosenberg Matthew Hamilton 0.07% No change 1,184 $267K
Matrix Asset Advisors Inc. 0.03% No change 1,180 $266K
Park National Corp. 0.01% Reduce -8.9% 1,179 $266K
44 Wealth Management LLC 0.09% — 1,161 $265K
PDS Planning, Inc 0.02% Reduce -0.3% 1,174 $265K
Lifeworks Advisors, LLC 0.05% New 1,173 $265K
Horrell Capital Management, Inc. 0.08% No change 1,169 $264K
Flagship Private Wealth, LLC 0.14% Reduce -8.9% 1,169 $264K
Opal Wealth Advisors, LLC 0.08% Add +0.1% 1,169 $264K
Canopy Partners, LLC 0.11% Reduce -30.0% 1,168 $264K
Southeast Asset Advisors, LLC 0.03% No change 1,167 $263K
Intelligence Driven Advisers, LLC 0.04% Add +1.9% 1,166 $263K
First Hawaiian Bank 0.01% No change 1,165 $263K
LaSalle St. Investment Advisors, LLC 0.10% New 1,165 $263K
Betterment LLC 0.00% Add +6.4% 1,165 $263K
Atlas Brown,Inc. 0.09% No change 1,164 $263K
Broadleaf Partners, LLC 0.06% Reduce -1.8% 1,162 $262K
Better Money Decisions, LLC 0.19% Add +0.1% 1,161 $262K
Burney Co./ 0.01% Add +10.6% 1,160 $262K
MBE Wealth Management, LLC 0.14% No change 1,156 $261K
Cardiff Park Advisors, LLC 0.02% No change 1,152 $260K
Fiduciary Family Office, LLC 0.09% Add +13.9% 1,149 $259K
Wealth Effects LLC 0.09% Reduce -11.8% 1,146 $259K
Capital Advisors Wealth Management, LLC 0.05% Reduce -0.7% 1,145 $258K
Marshall Financial Group, LLC 0.06% No change 1,142 $258K
LJI Wealth Management, LLC 0.05% No change 1,135 $256K
Chesley Taft & Associates LLC 0.01% No change 1,135 $256K
Triton Financial Group Inc 0.16% No change 1,131 $255K
Sterling Group Wealth Management, LLC 0.14% No change 1,128 $255K
Firethorn Wealth Partners, LLC 0.13% Add +8.2% 1,125 $254K
Readystate Asset Management LP 0.03% Reduce -19.4% 1,123 $254K
Accel Wealth Management 0.09% Add +0.1% 1,121 $253K
Cibc World Markets Corp. 0.00% Reduce -65.7% 1,114 $251K
Root Financial Partners, LLC 0.04% New 1,108 $250K
Zimmermann Investment Management & Planning LLC 0.08% Add +3.4% 1,107 $250K
OLIO Financial Planning 0.11% No change 1,294 $250K
Transcendent Capital Group LLC 0.13% Reduce -1.8% 1,104 $249K
Capital City Trust Co. 0.06% New 1,102 $249K
Beirne Wealth Consulting Services, LLC 0.09% No change 1,100 $248K
CFO4Life Group, LLC 0.04% Reduce -34.7% 1,100 $248K
Sunburst Financial Group, LLC 0.06% Reduce -5.2% 1,099 $248K
Stableford Capital II LLC 0.10% Add +4.8% 1,073 $248K
Private Management Group Inc. 0.01% Reduce -3.6% 1,096 $247K
Vise Technologies, Inc. 0.03% No change 1,096 $247K
Legacy Financial Strategies, LLC 0.05% Reduce -0.2% 1,092 $247K
West Bancorporation Inc. 0.16% No change 1,091 $246K
Long Island Wealth Management, Inc. 0.16% No change 1,091 $246K
Fairhaven Wealth Management, LLC 0.07% Reduce -7.6% 1,085 $245K
Hengehold Capital Management LLC 0.02% Add +10.3% 1,083 $245K
Affinity Wealth Management LLC 0.04% Reduce -4.2% 1,080 $244K
Fox Hill Wealth Management 0.13% Add +6.1% 1,079 $244K
BWM Planning, LLC 0.11% — 1,079 $243K
Eagle Rock Investment Company, LLC 0.04% Add +1.4% 1,077 $243K
Kaye Capital Management 0.10% Add +17.1% 1,076 $243K
N.E.W. Advisory Services LLC 0.02% Add +19.1% 1,074 $242K
Walkner Condon Financial Advisors LLC 0.05% No change 1,067 $241K
Weaver Consulting Group 0.08% New 1,065 $240K
Albion Financial Group 0.02% No change 1,063 $240K
Castle Rock Wealth Management, LLC 0.06% Reduce -2.1% 1,063 $240K
Curated Wealth Partners LLC 0.03% No change 1,057 $239K
Asset Allocation Strategies LLC 0.07% New 1,056 $238K
Monterey Private Wealth, Inc. 0.08% No change 1,053 $238K
Dash Acquisitions Inc. 0.06% No change 1,030 $237K
Avion Wealth 0.06% No change 1,053 $237K
Invst, LLC 0.03% New 1,042 $235K
First Western Trust Bank 0.01% No change 1,042 $235K
Toronto Dominion Bank 0.00% Reduce -97.5% 1,042 $235K
Davies Financial Advisors, Inc. 0.20% No change 1,032 $233K
Bell Bank 0.03% Reduce -4.2% 1,032 $233K
Merriman Wealth Management, LLC 0.01% New 1,031 $233K
American Investment Services, Inc. 0.04% No change 1,030 $233K
Pps&v Asset Management Consultants, Inc. 0.16% Reduce -0.1% 1,029 $232K
Northwest Bancshares, Inc. 0.04% Reduce -0.3% 1,027 $232K
Clear Creek Financial Management, LLC 0.03% Add +6.1% 1,022 $231K
Foster Victor Wealth Advisors, LLC 0.02% New 1,001 $231K
Global Trust Asset Management, LLC 0.09% Reduce -19.7% 1,021 $230K
Wallington Asset Management, LLC 0.03% New 1,020 $230K
Steigerwald, Gordon & Koch Inc. 0.03% No change 1,015 $229K
Hancock Whitney Corp. 0.01% Reduce -4.4% 1,014 $229K
Cassady Schiller Wealth Management, LLC 0.08% No change 1,013 $229K
Balentine LLC 0.01% Add +11.2% 1,011 $228K
Harbor Group, Inc. 0.05% No change 1,009 $228K
Lokken Investment Group LLC 0.10% Add +4.0% 1,009 $228K
SRH Advisors, LLC 0.07% No change 1,007 $227K
Gruss & Co., LLC 1.78% No change 1,000 $226K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.16% Reduce -46.7% 1,000 $226K
Ledgewood Wealth Advisors, LLC 0.15% No change 1,000 $226K
Libra Wealth LLC 0.09% 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
Alpine Bank Wealth Management 0.04% — 1,000 $226K
Trail Ridge Investment Advisors, LLC 0.11% No change 986 $225K
True Vision MN LLC 0.13% New 997 $225K
Asset Dedication, LLC 0.02% Reduce -18.4% 993 $224K
Chapin Davis, Inc. 0.07% No change 988 $223K
FWL Investment Management, LLC 0.09% Add +1.9% 987 $223K
Indiana Trust & Investment Management Co 0.08% Reduce -1.7% 984 $222K
Pin Oak Investment Advisors Inc. 0.20% Reduce -0.6% 986 $222K
White Pine Investment CO 0.06% No change 983 $222K
Resources Management Corp. /CT/ 0.03% No change 983 $222K
Independent Advisor Alliance 0.01% No change 977 $221K
A. D. Beadell Investment Counsel, Inc. 0.18% No change 975 $220K
Wealth Dimensions Group, Ltd. 0.06% No change 974 $220K
Invera Wealth Advisors, LLC 0.22% New 921 $219K
Cannon Advisors, Inc. 0.18% — 971 $219K
Melone Private Wealth, LLC 0.12% New 967 $218K
DMC Group, LLC 0.18% New 964 $218K
Sightline Wealth Advisors, LLC 0.12% No change 963 $217K
OMNI 360 Wealth, Inc. 0.15% New 962 $217K
King Wealth Management Group 0.03% No change 1,406 $217K
Roof Eidam Maycock Peralta, LLC 0.06% New 960 $217K
Royal Fund Management, LLC 0.02% New 956 $216K
Pinnacle Wealth Management, LLC 0.26% No change 957 $216K
DF Dent & Co. Inc. 0.00% No change 956 $216K
Trustees of Dartmouth College 0.05% No change 955 $216K
Northwest Financial Advisors 0.17% Add +0.1% 954 $215K
Clean Yield Group 0.07% No change 952 $215K
CAP Partners, LLC 0.16% No change 950 $214K
Cordgrass Capital Advisors, LLC 0.06% No change 950 $214K
Harvest Fund Management Co., Ltd 0.01% Reduce -61.2% 948 $214K
Marks Group Wealth Management, Inc 0.02% Reduce -23.3% 945 $213K
Foster Group, Inc. 0.01% New 945 $213K
FMB Wealth Management 0.12% No change 945 $213K
Crescent Grove Advisors, LLC 0.02% Add +0.1% 943 $213K
Brown Wealth Management, LLC 0.08% New 942 $213K
Stonebridge Capital Advisors LLC 0.02% Reduce -23.0% 937 $212K
Olistico Wealth, LLC 0.13% Reduce -33.4% 936 $211K
BKM Wealth Management, LLC 0.09% New 935 $211K
Mountain Capital Investment Advisors Inc. 0.05% Add +3.7% 891 $210K
Avaii Wealth Management, LLC 0.11% Reduce -1.8% 930 $210K
Essex Bank 0.05% New 927 $209K
Eubel Brady & Suttman Asset Management Inc. 0.03% No change 927 $209K
Horan Capital Advisors, LLC. 0.07% No change 925 $209K
Bray Capital Advisors 0.05% No change 925 $209K
Grey Fox Wealth Advisors, LLC 0.06% Reduce -41.9% 925 $209K
Fi3 FINANCIAL ADVISORS, LLC 0.08% New 921 $208K
Midwest Financial Group LLC 0.12% Add +0.1% 916 $207K
McNamara Financial Services, Inc. 0.04% No change 915 $207K
Investors Asset Management of Georgia Inc. /Ga/ 0.10% Reduce -7.6% 910 $205K
Dimension Capital Management LLC 0.04% No change 909 $205K
Oliver Lagore Vanvalin Investment Group 0.05% Reduce -12.4% 906 $205K
Fayez Sarofim & Co 0.00% No change 906 $205K
Meridian Wealth Partners, LLC 0.03% Reduce -1.1% 903 $204K
US Financial Advisors, LLC 0.06% New 902 $204K
Avalon Trust Co 0.01% No change 901 $203K
Mitchell Sinkler & Starr 0.05% No change 900 $203K
Financial Management Network Inc. 0.04% Reduce -4.5% 899 $202K
BCU Wealth Advisors, LLC 0.12% Add +0.1% 891 $201K
FCG Investment Co 0.13% New 891 $201K
Landmark Wealth Management, LLC 0.09% New 889 $201K
Arcus Capital Partners, LLC 0.07% Reduce -66.3% 886 $200K
Investors Research Corp 0.04% No change 885 $200K
Hamilton Point Investment Advisors, LLC 0.04% No change 866 $196K
Davis Capital Management 0.15% No change 865 $195K
Ballast Advisors LLC 0.06% No change 863 $195K
Phillips Financial Management, LLC 0.01% No change 859 $194K
Winch Advisory Services, LLC 0.05% Add +0.2% 847 $191K
Missouri Trust & Investment Co 0.06% No change 824 $186K
Colonial Trust Co / SC 0.03% Reduce -3.5% 822 $186K
Friedenthal Financial 0.11% New 819 $185K
LFA - Lugano Financial Advisors SA 0.12% No change 813 $184K
Atlantic Private Wealth, LLC 0.14% No change 809 $183K
REAP Financial Group, LLC 0.04% Reduce -3.2% 784 $177K
Proffitt & Goodson Inc. 0.03% Reduce -8.7% 775 $175K
Sage Mountain Advisors LLC 0.01% No change 768 $173K
Oarsman Capital, Inc. 0.03% New 761 $172K
VitalStone Financial, LLC 0.12% Add +5.6% 755 $170K
City State Bank 0.06% No change 755 $170K
Cornerstone Planning Group LLC 0.04% Reduce -9.7% 729 $170K
Painted Porch Advisors LLC 0.08% Reduce -8.6% 736 $166K
Macquarie Group Ltd. 0.00% New 736 $166K
CVA Family Office, LLC 0.03% Add +19.5% 716 $162K
Grove Bank & Trust 0.02% No change 700 $158K
ORG Partners LLC 0.03% Reduce -16.9% 696 $158K
Northwest Capital Management Inc 0.06% Reduce -21.1% 684 $154K
SYM FINANCIAL Corp 0.02% No change 679 $153K
Activest Wealth Management 0.05% Reduce -0.1% 666 $150K
Park Place Capital Corp 0.04% Reduce -15.5% 666 $150K
Perkins Coie Trust Co 0.03% No change 666 $150K
Barrett & Company, Inc. 0.06% Add +3.1% 661 $149K
SJS Investment Consulting Inc. 0.03% Add +24.5% 655 $148K
Caitlin John, LLC 0.09% Add +27.2% 617 $145K
Claris Advisors, LLC / Mo / 0.06% New 642 $145K
Ogorek Anthony Joseph /NY/ 0.05% No change 639 $144K
Harbor Capital Advisors, Inc. 0.01% Add +6.0% 636 $144K
MGB Wealth Management, LLC 0.05% No change 635 $143K
Bellevue Asset Management, LLC 0.07% No change 620 $140K
Anchor Investment Management, LLC 0.01% Reduce -17.3% 615 $139K
Security National Bank 0.02% No change 600 $135K
Quintet Private Bank (Europe) S.A. 0.01% Add +15.8% 600 $135K
Guardian Wealth Management, Inc. 0.10% Reduce -4.9% 599 $135K
Tacita Capital Inc 0.09% No change 592 $134K
Integrity Financial Corp 0.08% No change 579 $131K
Bare Financial Services, Inc 0.05% No change 578 $130K
Versant Capital Management, Inc 0.03% Reduce -41.5% 577 $130K
Glassman Wealth Services 0.02% No change 542 $122K
Blue Bell Private Wealth Management, LLC 0.02% No change 539 $122K
HHM Wealth Advisors, LLC 0.02% Add +68.6% 531 $120K
First PREMIER Bank 0.03% Reduce -90.4% 518 $117K
Key Financial Inc 0.03% No change 508 $115K
West Paces Advisors Inc. 0.03% Reduce -16.5% 505 $114K
Legacies Wealth LLC 0.09% No change 500 $113K
Ruedi Wealth Management, Inc. 0.04% No change 490 $111K
Arlington Trust Co LLC 0.02% No change 480 $108K
Financial Perspectives, Inc 0.04% No change 475 $107K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +27.6% 463 $105K
WealthCollab, LLC 0.07% No change 462 $104K
Lazard Asset Management LLC 0.00% No change 458 $103K
West Oak Capital, LLC 0.05% No change 433 $98K
Wintrust Investments LLC 0.07% Reduce -92.3% 429 $97K
Peterson Wealth Services 0.03% New 429 $97K
Sittner & Nelson, LLC 0.04% No change 425 $96K
Reston Wealth Management LLC 0.03% New 419 $95K
Core Alternative Capital 0.02% No change 415 $94K
JNBA Financial Advisors 0.01% No change 413 $93K
Bogart Wealth, LLC 0.00% Add +36.5% 411 $93K
Mowery & Schoenfeld Wealth Management, LLC 0.14% 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 $89K
Macroview Investment Management LLC 0.08% Reduce -1.3% 369 $83K
Zions Bancorporation, N.A. 0.01% New 365 $82K
Advanced Asset Management Advisors Inc 0.02% No change 362 $82K
Founders Capital Management 0.05% No change 361 $81K
Ridgewood Investments LLC 0.04% Add +221.8% 354 $80K
Cyrus J. Lawrence, LLC 0.02% No change 350 $79K
Optiver Holding B.V. 0.00% New 343 $77K
Abound Wealth Management 0.03% Add +208.3% 336 $76K
Knuff & Co LLC 0.02% No change 325 $73K
Matrix Private Capital Group LLC 0.04% Add +16.1% 318 $72K
Rothschild Investment LLC 0.00% No change 316 $71K
Eukles Asset Management 0.03% No change 315 $71K
Gables Capital Management Inc. 0.04% No change 310 $70K
Annis Gardner Whiting Capital Advisors, LLC 0.02% No change 310 $70K
Coastline Trust Co 0.01% New 305 $69K
Quent Capital, LLC 0.01% No change 305 $69K
Silicon Valley Capital Partners 0.01% New 301 $68K
Optimum Investment Advisors 0.03% No change 300 $68K
Ameritas Investment Partners, Inc. 0.00% No change 287 $65K
Providence Capital Advisors, LLC 0.01% Add +37.4% 279 $63K
DiNuzzo Private Wealth, Inc. 0.01% No change 275 $62K
WFA Asset Management Corp 0.03% No change 273 $62K
Wellington Shields Capital Management, LLC 0.01% Reduce -26.8% 273 $62K
Luken Investment Analytics, LLC 0.03% No change 272 $61K
Ascentis Wealth Management, LLC 0.02% — 268 $61K
CarsonAllaria Wealth Management, Ltd. 0.03% New 266 $60K
Angeles Wealth Management, LLC 0.00% No change 251 $57K
Studio Investment Management LLC 0.01% No change 248 $56K
Front Row Advisors LLC 0.02% Reduce -82.3% 245 $55K
Loomis Sayles & Co. L P 0.00% No change 242 $55K
Creative Capital Management Investments LLC 0.02% No change 242 $55K
Legacy Investment Solutions, LLC 0.03% — 229 $54K
Legacy Wealth Managment, LLC 0.03% — 229 $54K
Hartford Financial Management Inc. 0.01% No change 232 $52K
Creekmur Asset Management LLC 0.01% Reduce -27.4% 220 $50K
TLW Wealth Management, LLC 0.03% No change 218 $49K
Wagner Wealth Management, LLC 0.01% Add +0.5% 218 $49K
Washington Trust Advisors, Inc. 0.00% No change 217 $49K
Investment Research & Advisory Group, Inc. 0.02% No change 212 $48K
Blume Capital Management, Inc. 0.01% No change 211 $48K
Windsor Advisory Group, LLC 0.05% New 200 $45K
Mascoma Wealth Management LLC 0.01% Reduce -14.0% 197 $45K
Hobbs Group Advisors, LLC 0.02% No change 197 $44K
Covestor Ltd 0.03% Reduce -5.7% 181 $41K
Main Street Group, LTD 0.02% Reduce -0.6% 175 $40K
Richard Bernstein Advisors LLC 0.00% No change 170 $38K
Northwest Investment Counselors, LLC 0.01% New 165 $37K
Elevation Wealth Partners, LLC 0.01% No change 153 $35K
Sachetta, LLC 0.01% Add +202.0% 151 $34K
Piscataqua Savings Bank 0.03% No change 148 $33K
Baldwin Wealth Partners LLC 0.00% No change 143 $32K
New Republic Capital, LLC 0.02% Reduce -31.6% 141 $32K
Steph & Co. 0.01% No change 141 $32K
Raleigh Capital Management Inc. 0.01% Add +26.1% 140 $32K
Tower View Wealth Management LLC 0.02% No change 140 $32K
First Personal Financial Services 0.01% Reduce -50.0% 125 $28K
Capital Investment Counsel, Inc 0.00% No change 125 $28K
Godsey & Gibb, Inc. 0.00% Add +90.8% 124 $28K
Dynamic Wealth Strategies, LLC 0.02% No change 116 $26K
AllSquare Wealth Management LLC 0.01% No change 112 $25K
Quantbot Technologies LP 0.00% Reduce -90.3% 112 $25K
Smithfield Trust Co 0.00% No change 110 $25K
Rakuten Securities, Inc. 0.01% Reduce -47.6% 108 $24K
Brown, Lisle/Cummings, Inc. 0.01% No change 108 $24K
Beach Investment Counsel Inc. 0.00% No change 100 $23K
Financial Avengers, Inc. 0.01% No change 101 $23K
Delta Asset Management LLC 0.00% No change 101 $23K
Mark Sheptoff Financial Planning, LLC 0.01% No change 100 $23K
Coppell Advisory Solutions LLC 0.00% Add +35.1% 100 $23K
Fortis Group Advisors, LLC 0.00% No change 95 $21K
Compagnie Lombard Odier SCmA 0.00% Add +0.0% 80 $18K
Delos Wealth Advisors, LLC 0.01% No change 75 $17K
Strategic Investment Solutions, Inc. 0.00% Reduce -6.5% 72 $16K
Financial Management Professionals, Inc. 0.00% Reduce -92.8% 72 $16K
Daiwa Securities Group Inc. 0.00% Add +16.4% 71 $16K
Morton Brown Family Wealth, LLC 0.01% New 66 $15K
Central Pacific Bank - Trust Division 0.00% No change 63 $14K
Safe Harbor Fiduciary, LLC 0.01% — 60 $14K
Arvest Investments, Inc. 0.00% No change 56 $13K
Cedar Mountain Advisors, LLC 0.00% No change 53 $12K
LGT Financial Advisors LLC 0.03% Add +10.9% 51 $12K
Halpern Financial, Inc. 0.00% Add +37.8% 51 $11K
Lowe Wealth Advisors, LLC 0.00% Reduce -60.3% 46 $10K
Van Eck Associates Corp. 0.00% Reduce -17.0% 44 $10K
Guardian Wealth Advisors, LLC / NC 0.00% Add +19.4% 43 $10K
Financial Network Wealth Advisors LLC 0.01% No change 42 $9K
Wolff Wiese Magana LLC 0.01% No change 41 $9K
Gen-Wealth Partners Inc 0.00% No change 40 $9K
Element Wealth, LLC 0.00% No change 38 $9K
Mfa Wealth Advisors, LLC 0.00% New 36 $8K
FPC Investment Advisory, Inc. 0.01% No change 32 $7K
Evergreen Private Wealth LLC 0.00% No change 30 $7K
American Capital Advisory, LLC 0.00% No change 26 $6K
DecisionPoint Financial, LLC 0.00% No change 25 $6K
Dunhill Financial, LLC 0.00% No change 24 $5K
Signature Resources Capital Management, LLC 0.00% No change 22 $5K
Arcadia Investment Management Corp. 0.00% Reduce -8.3% 22 $5K
POM Investment Strategies, LLC 0.00% New 20 $5K
Richardson Capital Management LLC 0.00% Reduce -83.3% 15 $3K
New Millennium Group LLC 0.00% No change 14 $3K
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% No change 8 $1K
Peterson Financial Group, Inc. 0.00% New 4 $903
PEAK6 Investments LLC 0.00% Reduce -100.0% 2 $543
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $452

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