SS Technology Select SectorXLKETF

13F holders, Q3 2025 (September 30)
2,289holders +76
163new positions
64sold out
7famous investors
$281.80avg. 13F price*

At the end of Q3 2025, 2,289 institutions reported holding SS Technology Select Sector (XLK) in their 13F filings, up 76 from Q2 2025. 163 opened new positions and 64 sold out. The largest holders were Bank of America Corp. ($3.4B), Wells Fargo & Company ($3.3B) and Morgan Stanley ($3.0B). 7 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
SS Technology Select Sector
Filed as
SELECT SECTOR SPDR TR (Q3 2025)
CUSIP
81369Y803
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions163$874.8M
Exits64$382.4M

All 13F filers, Q2 2025 → Q3 2025: 19,893,969 shares bought and 10,984,447 shares sold, net +8,909,522 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,289 holders

Bank of America Corp. 0.25% Reduce -6.7% 12,054,662 $3.4B
Wells Fargo & Company 0.67% Add +3.3% 11,566,134 $3.3B
Morgan Stanley 0.18% Reduce -12.1% 10,530,314 $3.0B
LPL Financial LLC 0.63% Add +1.3% 7,679,418 $2.2B
Focus Partners Wealth 3.04% Add +310.2% 6,685,624 $1.9B
Envestnet Asset Management Inc. 0.43% Reduce -4.5% 5,284,324 $1.5B
Ameriprise Financial Inc. 0.34% Add +9.3% 5,283,252 $1.5B
UBS Group AG 0.28% Add +1.9% 5,098,361 $1.4B
Goldman Sachs Group Inc. 0.19% Add +2.8% 4,641,080 $1.3B
JPMorgan Chase & Co. 0.07% Add +17.5% 4,125,584 $1.2B
Raymond James Financial Inc. 0.37% Reduce -8.6% 4,071,623 $1.1B
Royal Bank of Canada 0.15% Add +5.5% 2,962,278 $834.9M
Main Management ETF Advisors, LLC 28.02% Add +197.9% 2,684,198 $756.6M
Truist Financial Corp. 0.97% Reduce -12.1% 2,528,778 $712.8M
Janney Montgomery Scott LLC 1.59% Reduce -15.0% 2,378,503 $670.4M
Harel Insurance Investments & Financial Services Ltd. 5.44% Add +7.4% 2,149,498 $605.8M
Migdal Insurance & Financial Holdings Ltd. 5.82% Reduce -26.4% 1,917,526 $540.5M
Osaic Holdings, Inc. 0.72% Add +126.9% 1,867,667 $514.6M
WestEnd Advisors, LLC 11.93% Reduce -16.1% 1,810,509 $510.3M
PGIM Custom Harvest LLC 7.03% New 1,656,686 $467.0M
Northern Trust Corp. 0.06% Add +2.7% 1,614,297 $455.0M
US Bancorp \de 0.47% Reduce -0.9% 1,395,752 $393.4M
Agf Management Ltd. 1.57% Add +4.5% 1,249,161 $352.1M
BNP Paribas Financial Markets 0.27% Add +1186.4% 1,193,057 $336.3M
Factory Mutual Insurance Co. 3.23% Add +137.2% 1,177,180 $331.8M
Charles Schwab Investment Management Inc. 0.05% Add +9.4% 1,170,203 $329.8M
Equitable Holdings, Inc. 1.92% Reduce -1.8% 926,383 $261.1M
Menora Mivtachim Holdings LTD. 1.32% Add +0.2% 921,870 $259.8M
Commonwealth Equity Services, LLC 0.34% Add +1.1% 921,311 $259.7M
Stifel Financial Corp. 0.23% Reduce -2.5% 881,795 $248.6M
Rockefeller Capital Management L.P. 0.49% Reduce -4.6% 881,584 $248.5M
Barclays PLC 0.09% Add +47.9% 855,415 $241.1M
Cetera Investment Advisers 0.27% Add +6.4% 827,855 $233.3M
PNC Financial Services Group, Inc. 0.14% Reduce -3.2% 808,665 $227.9M
Citigroup Inc. 0.15% Add +8.6% 745,420 $210.1M
1832 Asset Management L.P. 0.35% Reduce -9.4% 729,996 $205.8M
HighTower Advisors, LLC 0.23% Add +5.9% 725,931 $204.6M
KCM Investment Advisors LLC 6.30% Reduce -0.8% 689,908 $194.5M
J.Safra Asset Management Corp 11.28% Add +5.7% 658,926 $185.7M
Phoenix Financial Ltd. 2.20% Add +41.5% 639,299 $180.2M
RiverFront Investment Group, LLC 3.09% Add +0.6% 624,819 $176.1M
Victory Capital Management Inc. 0.10% Reduce -14.9% 623,758 $175.8M
Cambridge Investment Research Advisors, Inc. 0.48% Add +11.3% 618,406 $174.3M
Cwm, LLC 0.52% Add +6.5% 615,956 $173.6M
Captrust Financial Advisors 0.35% Reduce -7.4% 611,939 $172.5M
Bank of Montreal 0.07% Add +13.7% 608,857 $171.6M
Advisory Alpha, LLC 4.62% Add +3.4% 579,494 $165.8M
Mariner, LLC 0.20% Add +2.5% 560,005 $157.8M
Private Advisor Group, LLC 0.77% Add +4.2% 556,743 $156.9M
Corient Private Wealth LP 0.24% Add +13.0% 561,233 $154.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 3.82% Add +4.9% 548,900 $154.7M
Nissay Asset Management Corp. /Japan 0.85% No change 544,222 $153.4M
State Street Corp. 0.01% Reduce -2.7% 507,140 $142.9M
Conservest Capital Advisors, Inc. 12.30% Reduce -0.3% 471,726 $133.0M
Bar Harbor Wealth Management 7.96% Reduce -0.3% 470,263 $132.5M
Swan Global Investments, LLC 5.78% Reduce -13.9% 463,541 $130.7M
Provida Pension Fund Administrator 2.23% Add +92.9% 453,849 $127.9M
MML Investors Services, LLC 0.33% Add +26.4% 439,425 $123.9M
Mercer Global Advisors Inc. 0.20% Add +335.4% 430,872 $121.4M
Saudi Central Bank 4.56% No change 425,881 $120.0M
Fifth Third Bancorp 0.36% Add +0.9% 401,027 $113.0M
Spinnaker Trust 6.27% Add +0.3% 400,870 $113.0M
SRB Corp. 6.47% Add +23.6% 400,624 $112.9M
BlackRock, Inc. 0.00% Add +6.0% 382,512 $107.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.82% Reduce -36.1% 380,869 $107.2M
Hamilton Capital Partners Inc. 4.09% New 350,362 $98.8M
Ashton Thomas Private Wealth, LLC 2.53% Add +7.7% 346,224 $97.6M
Kestra Advisory Services, LLC 0.43% Reduce -2.1% 332,670 $93.8M
Gerber Kawasaki Wealth & Investment Management 3.19% Reduce -5.9% 329,432 $92.9M
Main Management LLC 6.73% Add +65.5% 326,168 $91.9M
Assetmark, Inc. 0.20% Reduce -9.6% 325,989 $91.9M
Wealth Enhancement Advisory Services, LLC 0.14% Reduce -0.1% 320,538 $91.6M
Parker Investment Management, LLC 11.41% Reduce -4.8% 296,600 $83.6M
Trilogy Capital Inc. 3.78% Reduce -2.8% 290,216 $81.8M
Trek Financial, LLC 4.85% Reduce -0.8% 289,167 $81.5M
CoreCap Advisors, LLC 2.85% Reduce -0.9% 278,295 $78.4M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 11.42% Reduce -21.9% 277,800 $78.3M
Capital Investment Advisors, LLC 1.27% Add +0.8% 272,385 $76.8M
Bellwether Advisors, LLC 12.37% Add +0.2% 265,523 $74.8M
Sanctuary Advisors, LLC 0.42% Reduce -9.4% 262,972 $74.1M
Creative Planning 0.06% Add +13.3% 261,666 $73.8M
Mirae Asset Global Investments Co., Ltd. 0.23% Add +74.1% 260,074 $73.3M
Wharton Business Group, LLC 3.18% Reduce -3.1% 257,992 $72.7M
Integrated Wealth Concepts LLC 0.65% Add +7.0% 256,025 $72.2M
Full Sail Capital, LLC 3.96% Add +2.7% 254,871 $71.8M
Evolution Wealth Advisors, LLC 9.55% Reduce -0.3% 252,330 $71.1M
IMZ Advisory Inc 26.26% Add +3.8% 250,264 $70.5M
Krilogy Financial LLC 2.62% Add +13.2% 236,200 $69.7M
TD Waterhouse Canada Inc. 0.43% Reduce -0.3% 230,286 $65.5M
Jones Financial Companies LLLP 0.04% Add +21.5% 231,378 $64.6M
Salomon & Ludwin, LLC 5.73% Add +1.6% 223,637 $63.7M
Pathstone Holdings, LLC 0.24% Reduce -1.4% 223,748 $63.1M
Steward Partners Investment Advisory, LLC 0.35% Add +38.4% 218,896 $61.7M
Meitav Investment House Ltd. 0.78% Add +1.2% 208,869 $58.9M
Cornerstone Advisors, LLC 1.83% Reduce -35.0% 196,700 $55.4M
FMR LLC 0.00% Add +3.7% 193,919 $54.7M
Lido Advisors, LLC 0.22% Add +12.4% 189,992 $53.6M
Comerica Bank 0.20% Add +1.6% 189,366 $53.4M
Carnegie Investment Counsel 0.98% Add +3.0% 184,103 $51.9M
Commerce Bank 0.29% Reduce -0.3% 183,913 $51.8M
Hollencrest Capital Management 1.87% Add +1.8% 183,701 $51.8M
Moment Partners, LLC 9.12% Reduce -1.0% 183,049 $51.6M
Haverford Trust Co 0.46% Reduce -0.2% 181,976 $51.3M
&partners 0.33% Add +13.4% 181,286 $51.1M
Kingsview Wealth Management, LLC 0.78% Reduce -22.9% 181,191 $51.1M
Oppenheimer Asset Management Inc. 0.55% Reduce -0.2% 176,274 $49.7M
Old National Bancorp 0.84% Reduce -4.2% 174,808 $49.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 7.79% Add +2.4% 172,055 $48.5M
Alps Advisors Inc. 0.27% Reduce -13.2% 170,113 $47.9M
Cerity Partners LLC 0.08% Add +3.0% 169,987 $47.9M
MAI Capital Management 0.29% Reduce -1.6% 166,508 $46.9M
Quantinno Capital Management LP 0.13% Add +32.2% 166,273 $46.9M
AlphaStar Capital Management, LLC 3.98% Add +39.7% 163,947 $46.2M
Stillwater Capital Advisors, LLC 5.18% Reduce -0.1% 163,238 $46.0M
Marks Wealth, LLC 13.69% Add +2.7% 157,223 $44.3M
J. Goldman & Co LP 1.68% Reduce -4.8% 157,059 $44.3M
Park Avenue Securities LLC 0.34% Add +50.5% 155,896 $43.9M
Horizon Wealth Management, LLC 6.24% New 150,786 $42.5M
Baird Financial Group, Inc. 0.07% Add +4.8% 149,492 $42.1M
Citizens Financial Group Inc. 0.57% Add +3.5% 147,599 $41.6M
Kwmg, LLC 3.63% Add +3.2% 146,988 $41.4M
Vickerman Investment Advisors, Inc. 8.33% Add +2.9% 146,197 $41.2M
Chemung Canal Trust Co. 8.11% Add +1.0% 144,439 $40.7M
Federation des caisses Desjardins du Quebec 0.16% Reduce -0.5% 142,987 $40.3M
Concurrent Investment Advisors, LLC 0.69% Reduce -1.8% 142,714 $40.2M
Petredis Investment Advisors LLC 3.19% Reduce -0.5% 140,844 $39.7M
Asset Advisors Investment Management, LLC 3.75% Add +1.4% 140,510 $39.6M
Janney Capital Management LLC 2.45% Reduce -3.0% 139,574 $39.3M
NWF Advisory Services Inc. 4.30% Reduce -4.1% 138,918 $39.2M
Advisors Preferred, LLC 5.68% Add +151.8% 140,979 $38.5M
United Asset Strategies, Inc. 3.08% Reduce -2.2% 136,447 $38.5M
WBH Advisory Inc. 2.93% Add +5.3% 135,918 $38.3M
Brave Asset Management Inc. 9.16% Add +0.5% 133,076 $37.5M
DAVENPORT & Co LLC 0.20% Reduce -11.9% 132,769 $37.4M
Peapack Gladstone Financial Corp. 0.48% Reduce -1.1% 131,140 $37.0M
First Interstate Bank 2.01% Reduce -1.8% 129,146 $36.4M
Prosperity Consulting Group, LLC 1.79% Reduce -3.8% 129,059 $36.4M
Dakota Wealth Management 0.72% Reduce -3.7% 126,702 $35.7M
Ayalon Insurance Comp Ltd. 9.02% No change 126,567 $35.7M
Credit Agricole S A 0.12% — 124,131 $35.0M
Essex LLC 6.30% Reduce -1.3% 123,347 $34.8M
Intrua Financial, LLC 4.05% Add +2.0% 122,787 $34.6M
Yarbrough Capital, LLC 1.07% No change 122,040 $34.4M
J.W. Cole Advisors, Inc. 0.66% Reduce -3.9% 121,546 $34.3M
HSBC Holdings PLC 0.02% Reduce -1.0% 120,713 $33.9M
GTS Securities LLC 1.30% Add +770.4% 119,608 $33.7M
First Horizon Corp. 1.57% — 118,700 $33.5M
ARS Wealth Advisors Group, LLC 3.30% Add +1.0% 118,393 $33.4M
Bailard, Inc. 0.72% Reduce -0.5% 118,100 $33.3M
Strategic Point Investment Advisors, LLC 4.65% Add +0.5% 114,921 $32.4M
Wealthfront Advisers LLC 0.08% Add +5.8% 114,708 $32.3M
IHT Wealth Management, LLC 0.81% Add +0.7% 114,080 $32.2M
Martin & Co. Inc. 5.73% Reduce -1.2% 114,164 $32.2M
Premier Path Wealth Partners, LLC 4.13% Reduce -3.4% 113,824 $32.1M
Marshall Wace, LLP 0.04% Reduce -66.7% 113,012 $31.9M
Tocqueville Asset Management L.P. 0.46% Reduce -1.3% 112,830 $31.8M
RFG Advisory, LLC 0.66% Reduce -10.7% 112,769 $31.8M
NewEdge Advisors, LLC 0.14% Add +21.6% 112,628 $31.7M
Biltmore Wealth Management, LLC 12.07% Reduce -7.3% 112,180 $31.6M
Stratos Wealth Partners, LTD. 0.37% Add +18.6% 110,952 $31.3M
HRT Financial LP 0.11% Add +19.3% 110,094 $31.0M
Long Run Wealth Advisors, LLC 6.02% Reduce -2.1% 108,841 $30.7M
Victory Financial Group, LLC 4.20% Add +1.5% 108,419 $30.6M
Independent Financial Group, LLC 0.73% Add +5.2% 107,625 $30.3M
Gratus Wealth Advisors, LLC 4.22% Add +1.0% 106,373 $30.0M
Oakworth Capital, Inc. 1.71% Add +0.6% 105,164 $29.6M
Blair William & Co. 0.08% Add +6.6% 104,625 $29.5M
Meiji Yasuda Life Insurance Co 0.84% Add +0.1% 103,903 $29.3M
Clarity Financial LLC 2.89% Reduce -10.9% 103,195 $29.1M
Bank Hapoalim BM 3.68% Add +104.6% 101,230 $28.5M
Northwestern Mutual Wealth Management Co. 0.02% Add +68.8% 100,567 $28.3M
Bank of Nova Scotia 0.05% Add +842.4% 100,360 $28.3M
Tudor Investment Corporation 0.19% Add +1192.9% 100,279 $28.3M
Orange Investment Advisors, Inc. 2.92% Add +7.8% 99,412 $28.0M
Advisory Services Network, LLC 0.41% Reduce -5.5% 99,397 $28.0M
Point72 Asset Management 0.06% Reduce -27.8% 99,157 $27.9M
Roble, Belko & Company, Inc 3.78% Reduce -0.6% 98,828 $27.9M
Tiaa Trust, National Association 0.07% Add +10.2% 98,755 $27.8M
Fairfield Financial Advisors, LTD 9.31% Reduce -1.2% 98,039 $27.6M
Joel Isaacson & Co., LLC 0.99% Add +0.4% 97,431 $27.5M
McKinley Carter Wealth Services, Inc. 1.43% Reduce -2.2% 96,423 $27.2M
Tiff Advisory Services, LLC 5.63% No change 96,003 $27.1M
Stonebridge Financial Group, LLC 2.38% Reduce -3.1% 95,988 $27.1M
High Note Wealth, LLC 5.34% Reduce -5.3% 94,343 $26.6M
Tiller Private Wealth, Inc. 9.43% Reduce -1.5% 94,006 $26.5M
Atria Investments, Inc 0.30% Reduce -9.8% 93,921 $26.5M
Twin Tree Management, LP 1.23% Reduce -69.4% 93,792 $26.4M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.78% No change 93,673 $26.3M
Cibc World Market Inc. 0.05% Add +6.3% 92,423 $26.1M
Founders Financial Securities LLC 1.75% Add +5.8% 91,123 $25.7M
Integrated Advisors Network LLC 1.07% Add +21.2% 90,268 $25.4M
Black Swift Group, LLC 4.48% Add +5.2% 90,067 $25.4M
Rezny Wealth Management, Inc. 5.71% Reduce -2.2% 89,946 $25.4M
PTM Wealth Management, LLC 15.06% Add +2.3% 87,738 $25.2M
Benjamin Edwards Inc. 0.28% Add +1.7% 88,787 $25.0M
Forbes J M & Co. LLP 2.05% No change 87,399 $24.6M
Exchange Traded Concepts, LLC 0.23% Reduce -13.9% 87,132 $24.6M
NewSquare Capital LLC 1.66% Reduce -0.7% 87,007 $24.5M
TradeWell Securities, LLC. 10.06% Reduce -1.6% 84,061 $23.9M
Spire Wealth Management 0.81% Add +36.5% 84,754 $23.9M
Aptus Capital Advisors, LLC 0.22% Add +1170.7% 84,108 $23.7M
AlphaCore Capital LLC 0.80% Reduce -1.0% 84,034 $23.7M
Associated Banc-Corp 0.62% Reduce -1.0% 83,963 $23.7M
Waverly Advisors, LLC 0.24% Add +32.8% 83,764 $23.6M
Jump Financial, LLC 0.32% New 83,580 $23.6M
Presper Financial Architects, LLC 13.66% Add +25.3% 83,510 $23.5M
Horizon Investments, LLC 0.31% Add +14.1% 83,405 $23.5M
Great Valley Advisor Group, Inc. 0.47% Reduce -1.1% 83,260 $23.5M
Cantor Fitzgerald, L. P. 0.44% Reduce -1.2% 80,000 $22.5M
Allworth Financial LP 0.10% Add +1.5% 79,476 $22.4M
Oppenheimer & Co. Inc. 0.27% Add +39.1% 77,653 $21.9M
Bristlecone Advisors, LLC 1.81% Add +0.3% 77,031 $21.7M
Midwest Trust Co 0.28% Reduce -4.5% 77,026 $21.7M
Caisse de depot et placement du Quebec 0.04% New 76,869 $21.7M
Simplex Trading, LLC 0.48% Add +5144.6% 76,833 $21.7M
TCP Asset Management, LLC 3.86% Add +0.7% 76,780 $21.6M
Mendel Capital Management LLC 11.33% Add +0.4% 76,630 $21.6M
Focus Financial Network, Inc. 0.76% Add +2.4% 75,602 $21.3M
Innealta Capital, LLC 10.61% Reduce -22.9% 75,308 $21.2M
Savvy Advisors, Inc. 0.96% Add +19.9% 73,910 $20.8M
GM Advisory Group, LLC 0.88% Add +1683.4% 73,549 $20.7M
Cercano Management LLC 0.79% Add +77.3% 73,251 $20.6M
Nations Financial Group Inc, /Ia/ 1.28% Add +0.3% 72,990 $20.6M
Centaurus Financial, Inc. 0.94% Reduce -4.7% 70,730 $19.9M
Keybank National Association 0.07% Add +0.6% 70,157 $19.8M
Sequent Asset Management, LLC 9.40% Reduce -0.0% 70,111 $19.8M
Robertson Stephens Wealth Management, LLC 0.60% Add +11.6% 69,921 $19.7M
Pittenger & Anderson Inc. 0.72% Reduce -0.1% 69,792 $19.7M
Thrivent Financial for Lutherans 0.04% Reduce -24.7% 69,013 $19.5M
Destiny Wealth Partners, LLC 2.38% Add +1.8% 68,945 $19.4M
Circle Wealth Management, LLC 0.38% Add +3.7% 68,534 $19.3M
Nelson Capital Management, LLC 2.30% Add +5.3% 68,517 $19.3M
Composition Wealth, LLC 0.28% Add +0.4% 67,018 $18.9M
Bonfire Financial 14.36% Add +1.9% 66,342 $18.7M
Venturi Wealth Management, LLC 0.87% Add +13.5% 66,304 $18.7M
Gladstone Institutional Advisory LLC 0.72% Reduce -0.2% 66,266 $18.7M
M&T Bank Corp 0.06% Reduce -0.8% 65,512 $18.5M
Wellspring Financial Advisors, LLC 1.70% Add +354.9% 65,514 $18.5M
Alliancebernstein L.P. 0.01% Add +1612.5% 64,237 $18.1M
Arkadios Wealth Advisors 0.44% Reduce -3.8% 63,440 $17.9M
Money Concepts Capital Corp. 1.10% Reduce -13.4% 63,265 $17.8M
Simmons Bank 1.19% Reduce -0.4% 63,169 $17.8M
Fifth Third Securities, Inc. 1.20% Add +3.5% 62,593 $17.6M
Convergence Financial, LLC 2.65% Add +6.1% 62,492 $17.6M
Jane Street Group, LLC 0.02% Reduce -26.2% 62,105 $17.5M
McElhenny Sheffield Capital Management, LLC 4.15% Add +2223.4% 62,082 $17.5M
Socha Financial Group, LLC 7.33% Reduce -2.6% 61,531 $17.3M
Apollon Financial, LLC 2.89% Add +3.6% 61,371 $17.3M
Venture Visionary Partners LLC 0.59% Reduce -1.8% 61,134 $17.2M
Montag A & Associates Inc. 0.79% Reduce -0.1% 61,110 $17.2M
Affinity Capital Advisors, LLC 2.64% Add +1.6% 60,063 $17.2M
CX Institutional 0.52% Reduce -11.4% 60,898 $17.2M
AMG National Trust Bank 0.42% Add +2.5% 60,812 $17.1M
Parkside Investments, LLC 2.14% Reduce -3.3% 60,668 $17.1M
Visionary Wealth Advisors 0.80% Add +6.3% 60,519 $17.1M
Synovus Financial Corp. 0.19% Add +2.9% 60,037 $16.9M
Mutual Advisors, LLC 0.37% Reduce -7.0% 58,541 $16.9M
Capital Insight Partners, LLC 2.78% Add +15.6% 59,662 $16.8M
Tsfg, LLC 2.66% Reduce -23.6% 59,465 $16.8M
Dynamic Advisor Solutions LLC 0.48% Add +61.7% 59,153 $16.7M
Blue Sky Capital Consultants Group, Inc. 7.29% Add +1.3% 58,952 $16.6M
Cresset Asset Management, LLC 0.07% Add +0.5% 58,582 $16.5M
Measured Wealth Private Client Group, LLC 4.43% Reduce -0.5% 58,338 $16.4M
Onyx Bridge Wealth Group LLC 1.77% Add +321.4% 57,649 $16.2M
Cooksen Wealth, LLC 12.05% Add +2.6% 57,286 $16.1M
Merit Financial Group, LLC 0.15% Add +4.1% 56,930 $16.0M
Franklin Resources Inc. 0.00% Add +5.0% 56,221 $15.8M
Elite Financial, Inc. 7.25% Add +9.6% 53,550 $15.8M
TCV Trust & Wealth Management, Inc. 1.32% Add +1.7% 55,934 $15.8M
Spirepoint Private Client, LLC 1.66% Add +2.5% 55,932 $15.8M
Prime Capital Investment Advisors, LLC 0.19% Add +0.3% 54,882 $15.5M
Analyst IMS Investment Management Services Ltd. 0.48% Add +18.0% 54,662 $15.4M
Modern Wealth Management, LLC 0.30% Add +2.7% 54,324 $15.3M
Schnieders Capital Management, Llc. 2.44% — 53,384 $15.0M
Sykon Capital LLC 5.01% Reduce -4.8% 53,277 $15.0M
Fox Financial, Inc 11.85% Reduce -2.6% 52,833 $14.9M
Nwam LLC 0.81% Add +5.3% 51,630 $14.9M
Tompkins Financial Corp. 1.24% Add +226.2% 52,712 $14.9M
Sepio Capital, LP 0.88% Reduce -0.1% 52,572 $14.8M
GeoWealth Management, LLC 0.53% Reduce -0.3% 51,921 $14.6M
Foundations Investment Advisors, LLC 0.21% Reduce -14.3% 51,872 $14.6M
Sigma Planning Corp 0.41% Add +0.7% 51,670 $14.6M
Legacy Advisors, LLC 1.79% — 51,325 $14.5M
Orion Porfolio Solutions, LLC 0.11% Reduce -5.8% 51,293 $14.5M
Schorn Wealth LLC 4.42% Reduce -0.6% 51,253 $14.4M
Jefferies Financial Group Inc. 0.14% Add +15.2% 51,241 $14.4M
Allspring Global Investments Holdings, LLC 0.02% Add +10.0% 50,613 $14.4M
Bartlett & Co. Wealth Management LLC 0.19% Reduce -0.8% 50,971 $14.4M
SG Americas Securities, LLC 0.05% Add +36.4% 50,863 $14.3M
Sequoia Financial Advisors, LLC 0.09% Add +29.8% 50,414 $14.2M
National Bank of Canada 0.02% Add +4.8% 50,336 $14.2M
First Trust Advisors LP 0.01% Reduce -45.5% 49,931 $14.1M
Stephens Inc. 0.18% Reduce -2.9% 49,843 $14.0M
Rockland Trust Co. 0.57% Reduce -3.9% 49,438 $13.9M
Susquehanna International Group, LLP 0.02% Add +63.1% 48,698 $13.7M
Summit Financial, LLC 0.21% Add +8.0% 48,627 $13.7M
Fourth Dimension Wealth, LLC 5.19% Add +2.3% 48,295 $13.6M
Tamar Securities, LLC 1.53% Reduce -2.4% 47,727 $13.5M
HBW Advisory Services LLC 1.51% Reduce -2.1% 47,516 $13.4M
Toth Financial Advisory Corp. 1.44% Reduce -0.1% 47,402 $13.4M
Western Wealth Management, LLC 0.70% Reduce -12.1% 47,029 $13.3M
Ieq Capital, LLC 0.04% Add +9.7% 46,728 $13.2M
Apexium Financial, LP 0.64% Add +0.4% 46,317 $13.1M
Rothschild Capital Partners, LLC 3.02% Add +22.9% 45,389 $12.8M
Daido Life Insurance Co. 1.82% New 44,840 $12.6M
ARS Investment Partners, LLC 0.82% Add +4.5% 44,138 $12.4M
D.A. Davidson & Co. 0.08% Add +1.8% 44,100 $12.4M
Sound View Wealth Advisors Group, LLC 0.85% Add +3.0% 44,079 $12.4M
Larson Financial Group LLC 0.44% Reduce -4.8% 43,936 $12.4M
O'shaughnessy Asset Management, LLC 0.07% Add +52.2% 43,908 $12.4M
Caliber Wealth Management, LLC / KS 1.38% Reduce -5.5% 43,880 $12.4M
Lodestar Private Asset Management LLC 1.28% Reduce -8.7% 43,662 $12.3M
Novare Capital Management LLC 0.93% Add +168.7% 43,419 $12.2M
Massachusetts Wealth Management 6.02% Add +6.3% 43,063 $12.1M
Encompass More Asset Management 2.33% Add +142.3% 43,021 $12.1M
U.S. Capital Wealth Advisors, LLC 0.33% Reduce -14.7% 42,925 $12.1M
Shepherd Financial Partners LLC 1.15% Add +0.3% 42,775 $12.1M
Wolverine Trading, LLC 0.24% Reduce -80.1% 42,996 $12.1M
Thoma Capital Management LLC 6.91% Reduce -2.1% 42,679 $12.0M
Pallas Capital Advisors LLC 0.44% Reduce -0.7% 42,563 $12.0M
Maven Securities LTD 2.29% Add +49.3% 42,472 $12.0M
Ferguson Wellman Capital Management, Inc. 0.19% Reduce -0.1% 42,339 $11.9M
Transcend Capital Advisors, LLC 0.84% Reduce -10.1% 42,265 $11.9M
Darwin Wealth Management, LLC 3.77% Add +5.3% 42,120 $11.9M
Level Four Advisory Services, LLC 0.41% Reduce -5.7% 42,089 $11.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.31% Add +627.8% 42,059 $11.9M
Transamerica Financial Advisors, LLC 0.98% Add +3.4% 41,937 $11.8M
Sowell Financial Services LLC 0.45% Reduce -1.7% 41,930 $11.8M
First National Bank of Hutchinson 6.24% Reduce -0.1% 41,846 $11.8M
Donaldson Capital Management, LLC 0.37% Add +197.1% 41,719 $11.8M
Court Place Advisors, LLC 3.54% Reduce -0.3% 41,676 $11.7M
Coastal Bridge Advisors, LLC 0.89% Reduce -10.7% 41,527 $11.7M
Fairvoy Private Wealth, LLC 2.66% Reduce -2.3% 41,459 $11.7M
Bank of New York Mellon Corp 0.00% Reduce -12.1% 41,271 $11.6M
Cary Street Partners Financial LLC 0.30% Reduce -1.9% 41,210 $11.6M
Mesirow Financial Investment Management, Inc. 0.21% Reduce -1.9% 40,914 $11.5M
Beacon Capital Management, Inc. 0.55% New 40,878 $11.5M
Pinnacle Financial Partners Inc 0.28% Add +9.5% 40,866 $11.5M
Strategic Equity Management 4.27% Add +52.1% 40,863 $11.5M
Beacon Pointe Advisors, LLC 0.10% Add +8.1% 40,776 $11.5M
Johnson Investment Counsel Inc. 0.10% Add +12.0% 40,680 $11.5M
SMI Advisory Services, LLC 2.15% New 39,851 $11.3M
Keel Point, LLC 0.70% Reduce -0.2% 40,189 $11.3M
Fiera Capital Corp 0.04% Reduce -0.9% 40,101 $11.3M
Attessa Capital LLC 6.63% Add +3.1% 39,894 $11.2M
AQR Capital Management 0.01% Add +7.5% 39,418 $11.1M
Wealthcare Advisory Partners LLC 0.23% Add +5.0% 39,086 $11.0M
MV Capital Management, Inc. 1.05% Reduce -0.1% 38,966 $11.0M
Redhawk Wealth Advisors, Inc. 1.27% Add +283.9% 38,961 $11.0M
O'ROURKE & COMPANY, Inc 4.59% Add +2.2% 38,956 $11.0M
Tower Research Capital LLC (TRC) 0.30% Add +204379.0% 38,851 $11.0M
Chesapeake Wealth Management 3.33% Add +5.2% 38,744 $10.9M
Relyea Zuckerberg Hanson LLC 1.14% Reduce -2.9% 38,535 $10.9M
Kennicott Capital Management LLC 5.23% Reduce -0.8% 38,446 $10.8M
United Bank 3.76% Add +5.0% 38,368 $10.8M
Brown Advisory Inc. 0.01% Add +8.2% 38,236 $10.8M
Cornerstone Wealth Group, LLC 0.73% Reduce -2.0% 38,131 $10.7M
Clarus Wealth Advisors 4.71% Reduce -0.3% 37,424 $10.7M
3EDGE Asset Management, LP 0.59% Add +1.0% 37,493 $10.5M
Providence First Trust Co 3.64% Add +2.7% 37,223 $10.5M
Leuthold Group, LLC 1.14% Reduce -4.7% 37,048 $10.4M
Global Retirement Partners, LLC 0.23% Reduce -0.3% 36,837 $10.4M
Founders Grove Wealth Partners, LLC 2.44% Reduce -3.4% 36,817 $10.4M
CIBC Private Wealth Group LLC 0.02% Add +1.9% 36,776 $10.4M
Stockman Wealth Management, Inc. 1.29% Reduce -2.7% 36,741 $10.4M
MontVue Capital Management, Inc. 6.93% Reduce -5.1% 36,663 $10.3M
Chicago Wealth Management, Inc. 4.49% New 36,538 $10.3M
NorthCoast Asset Management LLC 0.04% Add +6.7% 36,452 $10.3M
Signal Advisors Wealth, LLC 0.93% Reduce -40.1% 36,355 $10.2M
SkyOak Wealth, LLC 1.93% Reduce -4.8% 36,324 $10.2M
Calton & Associates, Inc. 1.53% Add +1.9% 36,146 $10.2M
Financially Speaking Inc 6.64% Add +149429.2% 35,887 $10.1M
Scotia Capital Inc. 0.04% Add +2.5% 35,868 $10.1M
United Capital Financial Advisors, LLC 0.07% Reduce -3.6% 35,812 $10.1M
Perbak Capital Partners LLP 1.78% New 35,808 $10.1M
Belpointe Asset Management LLC 0.39% Reduce -70.2% 35,764 $10.1M
Tritonpoint Wealth, LLC 0.86% Add +0.2% 35,660 $10.1M
Roundview Capital LLC 0.63% Add +1.8% 35,431 $10.0M
Rovin Capital /Ut/ 2.75% Reduce -3.7% 35,210 $9.9M
Fsa Wealth Partners, Inc. 3.82% Add +61.6% 35,156 $9.9M
Farther Finance Advisors, LLC 0.15% Add +10.1% 34,904 $9.8M
Atlantic Union Bankshares Corp 0.18% Reduce -1.8% 34,786 $9.8M
Evercore Wealth Management, LLC 0.14% Reduce -11.4% 34,752 $9.8M
SteelPeak Wealth, LLC 0.33% Reduce -0.9% 34,612 $9.8M
NFSG Corp 1.45% Add +4.5% 34,386 $9.7M
NorthRock Partners, LLC 0.17% Add +147.6% 34,161 $9.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.98% No change 34,246 $9.6M
Sage Capital Advisors,llc 2.28% Reduce -0.3% 34,068 $9.6M
Sage Capital Management, LLC 4.32% Add +0.7% 34,024 $9.6M
B. Riley Wealth Advisors, Inc. 0.46% Reduce -3.1% 34,020 $9.6M
Kanawha Capital Management LLC 0.66% Reduce -0.5% 33,942 $9.6M
State of Tennessee, Department of Treasury 0.03% New 33,938 $9.6M
Loudon Investment Management, LLC 5.01% Add +4.6% 33,916 $9.6M
Two Sigma Investments, LP 0.02% Reduce -97.7% 33,800 $9.5M
James Investment Research, Inc. 1.04% Reduce -0.6% 33,773 $9.5M
One Charles Private Wealth Services, LLC 2.50% Reduce -0.9% 33,734 $9.5M
Trust Co 0.97% Add +1.8% 33,702 $9.5M
WCG Wealth Advisors LLC 0.60% Reduce -5.4% 33,684 $9.5M
KFA Private Wealth Group, LLC 2.71% Add +2.0% 33,606 $9.5M
Clifford Swan Investment Counsel LLC 0.32% Add +1.4% 33,602 $9.5M
Natixis Advisors, LLC 0.01% Add +3.2% 33,502 $9.4M
Ironwood Wealth Management, Inc. 4.33% Reduce -15.2% 33,894 $9.4M
Zullo Investment Group, Inc. 3.46% Add +0.5% 33,150 $9.3M
Narus Financial Partners, LLC 2.55% Add +8.2% 33,121 $9.3M
HB Wealth Management, LLC 0.06% Add +51.5% 33,084 $9.3M
Jmac Enterprises LLC 1.84% Add +4.0% 33,004 $9.3M
Cranbrook Wealth Management, LLC 1.86% Add +2.7% 32,942 $9.3M
Capital Fund Management S.A. 0.09% New 32,908 $9.3M
Regions Financial Corp. 0.06% Reduce -5.9% 32,894 $9.3M
Foronjy Financial LLC 4.06% Reduce -5.9% 32,883 $9.3M
Snowden Capital Advisors LLC 0.25% Add +45.3% 32,799 $9.2M
Geneos Wealth Management Inc. 0.23% Reduce -7.4% 32,732 $9.2M
IFP Advisors, Inc 0.24% Reduce -1.4% 32,576 $9.2M
WNY Asset Management, LLC 0.88% Add +1.1% 32,503 $9.2M
First Merchants Corp. 0.34% Reduce -3.2% 32,410 $9.1M
Eclectic Associates Inc. 1.67% Reduce -16.2% 32,366 $9.1M
Keystone Global Partners, LLC 4.59% Reduce -2.9% 31,970 $9.0M
Brookstone Capital Management 0.11% Reduce -6.8% 31,779 $9.0M
Trinity Wealth Management, LLC 3.35% Add +75.2% 31,700 $8.9M
Axxcess Wealth Management, LLC 0.19% Reduce -8.0% 31,628 $8.9M
WESPAC Advisors SoCal, LLC 1.80% Add +1.2% 31,510 $8.9M
Concord Investment Counsel Inc. 2.82% — 31,470 $8.9M
Journey Advisory Group, LLC 0.66% Reduce -7.6% 31,444 $8.9M
Crews Bank & Trust 1.28% Add +0.7% 31,117 $8.8M
L. Roy Papp & Associates, LLP 0.98% Add +2.6% 30,953 $8.7M
Private Wealth Advisors, LLC 3.28% Reduce -0.4% 30,916 $8.7M
PFG Advisors 0.35% Reduce -6.2% 30,706 $8.7M
LYNX Capital Group Ltd. 4.00% Add +0.4% 30,580 $8.6M
Round Rock Advisors LLC 1.36% Reduce -1.5% 30,547 $8.6M
Snider Financial Group 2.33% Reduce -1.5% 30,367 $8.6M
Fiduciary Group, LLC 0.75% Add +5.3% 30,260 $8.5M
CacheTech Inc. 1.72% Add +28.2% 30,258 $8.5M
Webster Bank, N. A. 0.82% Reduce -11.4% 30,212 $8.5M
Hilltop Holdings Inc. 0.45% Reduce -1.5% 30,155 $8.5M
Klingenstein Fields & Co. LP 0.32% No change 30,097 $8.5M
Serenus Wealth Advisors, LLC 1.45% Reduce -0.7% 30,106 $8.5M
Capital Planning LLC 2.47% Add +0.1% 30,097 $8.5M
Polianta Ltd 3.49% Reduce -8.8% 30,100 $8.5M
Prudential PLC 0.06% New 29,800 $8.4M
Kestra Private Wealth Services, LLC 0.11% Reduce -2.5% 29,784 $8.4M
Banco Santander, S.A. 0.07% Reduce -3.5% 29,683 $8.4M
Colony Family Offices, LLC 2.16% No change 29,591 $8.3M
Sherman Asset Management, Inc. 7.17% Reduce -0.3% 29,499 $8.3M
Baker Avenue Asset Management, LP 0.20% Add +363.5% 29,377 $8.3M
Insight Wealth Strategies, LLC 0.97% Add +1.2% 29,277 $8.3M
Adams Wealth Management 1.77% Add +23.8% 29,231 $8.2M
Curat Global, LLC 7.73% Reduce -0.0% 29,258 $8.2M
Sequent Planning LLC 2.32% Add +2.7% 29,022 $8.2M
Orleans Capital Management Corp. 5.26% Reduce -19.3% 28,895 $8.1M
Florida Financial Advisors, LLC 2.48% Reduce -19.9% 28,475 $8.0M
Constant Guidance Financial LLC 6.40% New 28,428 $8.0M
Comprehensive Wealth Management, LLC 5.67% Add +21.4% 28,393 $8.0M
Pine Valley Investments Ltd Liability Co 0.41% Add +15.6% 28,016 $7.9M
Stratos Wealth Advisors, LLC 0.38% Add +1.1% 27,977 $7.9M
IFG Advisory, LLC 0.36% Add +4.5% 27,838 $7.8M
BlueStem Wealth Partners, LLC 0.90% New 27,767 $7.8M
Foster Dykema Cabot & Partners, LLC 0.51% No change 27,623 $7.8M
Valeo Financial Advisors, LLC 0.18% Add +2.8% 27,615 $7.8M
Quadcap Wealth Management, LLC 0.91% Reduce -10.2% 27,442 $7.7M
FIL Ltd 0.01% Add +0.7% 27,257 $7.7M
BigSur Wealth Management LLC 1.87% No change 27,132 $7.6M
Pachira Investments Inc. 4.28% Reduce -0.8% 27,025 $7.6M
Parsons Capital Management Inc. 0.43% Reduce -0.5% 26,992 $7.6M
Manchester Capital Management LLC 1.03% Add +0.5% 26,927 $7.6M
Bokf, NA 0.11% Reduce -3.1% 26,903 $7.6M
Boltwood Capital Management 2.02% Add +0.9% 26,900 $7.6M
Cinctive Capital Management LP 0.38% New 26,897 $7.6M
Burns J W & Co. Inc. 0.85% Add +0.2% 26,784 $7.5M
Prestige Wealth Management Group LLC 1.45% Reduce -2.4% 26,698 $7.5M
Creative Financial Designs Inc. 0.50% Reduce -33.0% 26,588 $7.5M
StoneX Group Inc. 0.33% Add +4.6% 26,533 $7.5M
Asset Management One Co., Ltd. 0.02% Reduce -23.0% 26,453 $7.5M
Itau Unibanco Holding S.A. 0.25% Add +121.5% 26,431 $7.4M
Harbour Investments, Inc. 0.17% Reduce -0.7% 26,415 $7.4M
Duncker Streett & Co. Inc. 1.29% Reduce -0.8% 26,339 $7.4M
Sharp Wealth Advisory, LLC 4.03% New 26,320 $7.4M
SCS Capital Management LLC 0.08% Reduce -33.0% 26,277 $7.4M
Envestnet Portfolio Solutions, Inc. 0.03% Add +7.9% 26,155 $7.4M
Stelac Advisory Services LLC 2.54% Reduce -41.5% 26,102 $7.4M
Regal Investment Advisors LLC 0.48% Add +63.6% 25,935 $7.3M
K.J. Harrison & Partners Inc 1.04% No change 25,477 $7.3M
Horizon Financial Services, LLC 3.45% Add +3.8% 25,625 $7.2M
Financial Enhancement Group LLC 0.97% New 24,846 $7.2M
Perigon Wealth Management, LLC 0.15% Reduce -2.4% 25,352 $7.1M
Diversify Wealth Management, LLC 0.41% Add +2.3% 23,557 $7.1M
OneDigital Investment Advisors LLC 0.07% Add +4.7% 25,212 $7.1M
CreativeOne Wealth, LLC 0.17% Add +45.0% 25,204 $7.1M
Patten & Patten Inc. 0.42% Add +4.4% 25,195 $7.1M
Moneywise, Inc. 3.19% Add +45.1% 25,058 $7.1M
Turtle Creek Wealth Advisors, LLC 0.63% Add +0.3% 24,848 $7.0M
Ring Mountain Capital, LLC 3.87% Add +6.8% 24,812 $7.0M
Dai-ichi Life Holdings, Inc. 6.73% Add +198.8% 24,800 $7.0M
Fingerlakes Wealth Management, Inc. 4.54% Add +8.3% 24,678 $7.0M
New Wave Wealth Advisors LLC 2.70% Add +2.3% 24,607 $6.9M
Clearstead Advisors, LLC 0.10% Add +10.8% 24,479 $6.9M
Headlands Technologies LLC 0.55% Add +2329.1% 24,461 $6.9M
SBI Securities Co., Ltd. 0.18% Add +0.1% 24,393 $6.9M
PFG Investments, LLC 0.36% Add +2.7% 24,369 $6.9M
Destiny Capital Corp 3.74% Reduce -4.1% 24,363 $6.9M
Mechanics Bank Trust Department 0.96% Reduce -8.6% 24,292 $6.8M
Cullen/Frost Bankers, Inc. 0.08% Reduce -0.9% 24,287 $6.8M
Aventus Investment Advisors, Inc. 5.83% Reduce -1.1% 24,260 $6.8M
Kovack Advisors, Inc. 0.64% Reduce -6.1% 24,258 $6.8M
Centennial Bank 2.68% Add +75.9% 24,214 $6.8M
Advyzon Investment Management, LLC 1.17% Add +273.7% 24,178 $6.8M
Valmark Advisers, Inc. 0.09% Add +0.2% 24,037 $6.8M
Bouchey Financial Group, Ltd. 0.52% Add +0.0% 23,964 $6.8M
MMBG Investment Advisors Co. 0.60% Reduce -9.2% 23,881 $6.7M
Okabena Investment Services Inc. 1.30% Add +2.3% 23,713 $6.7M
Capstone Wealth Management Group LLC 4.24% Reduce -0.6% 23,538 $6.6M
Donald L. Hagan, LLC 3.24% Add +4.3% 23,434 $6.6M
Kingstone Capital Partners Texas, LLC 3.81% Add +23.1% 23,271 $6.6M
Wedbush Securities Inc. 0.21% Reduce -1.2% 23,260 $6.6M
Joseph P. Lucia & Associates, LLC 2.47% Reduce -2.2% 23,188 $6.5M
Bessemer Group Inc. 0.01% Add +28.6% 23,130 $6.5M
Constitution Capital LLC 3.02% Add +1.1% 22,883 $6.4M
Estate Counselors, LLC 0.55% Add +7.7% 22,870 $6.4M
Crew Capital Management, Ltd 4.32% Reduce -2.0% 22,856 $6.4M
Integral Investment Advisors, Inc. 1.73% Add +0.9% 22,755 $6.4M
Financial Engines Advisors L.L.C. 0.01% Reduce -2.4% 22,751 $6.4M
Pinnacle Associates Ltd. 0.09% Reduce -1.5% 22,716 $6.4M
C2C Wealth Management, LLC 5.49% Reduce -0.2% 22,688 $6.4M
Diversify Advisory Services, LLC 0.21% Add +0.6% 21,120 $6.4M
RiverGlades Family Offices LLC 3.89% Reduce -2.8% 22,604 $6.4M
Milestone Investment Advisors LLC 1.57% Reduce -0.2% 22,492 $6.3M
Acorn Wealth Advisors, LLC 1.98% Reduce -0.1% 22,436 $6.3M
Corsicana & Co. 3.54% — 22,352 $6.3M
Glenview Trust Co 0.10% Add +0.9% 22,334 $6.3M
Mathes Company, Inc. 2.28% No change 22,300 $6.3M
Ehrlich Financial Group 3.73% Add +7.7% 22,285 $6.3M
Absolute Capital Management, LLC 2.69% Reduce -16.8% 22,282 $6.3M
AdvisorShares Investments LLC 1.02% Add +11.2% 22,263 $6.3M
Stonebrook Private Inc. 1.35% Add +4.1% 22,162 $6.2M
Dodds Wealth, LLC 1.55% Reduce -1.6% 22,135 $6.2M
10Elms LLP 6.42% Add +0.3% 22,041 $6.2M
Bank of Marin 4.38% Add +0.9% 21,977 $6.2M
WealthShield Partners, LLC 0.70% Add +0.3% 21,956 $6.2M
Flagship Harbor Advisors, LLC 0.27% Reduce -20.6% 21,912 $6.2M
JFS Wealth Advisors, LLC 0.36% Add +8.1% 21,893 $6.2M
Atom Investors LP 0.47% Add +116.2% 21,872 $6.2M
First Financial Bank - Trust Division 0.52% Reduce -8.0% 21,654 $6.1M
Clay Northam Wealth Management, LLC 3.48% Add +0.0% 21,599 $6.1M
Farmers & Merchants Trust Co of Chambersburg PA 1.72% Add +1.9% 21,538 $6.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -9.7% 21,537 $6.1M
Mgo One Seven LLC 0.14% Add +63.5% 21,524 $6.1M
Sharper & Granite LLC 2.17% Add +85.7% 21,499 $6.1M
IronBridge Private Wealth, LLC 1.91% Reduce -0.3% 21,453 $6.0M
San Luis Wealth Advisors LLC 1.09% Add +3.0% 21,358 $6.0M
Avior Wealth Management, LLC 0.19% Reduce -3.0% 21,330 $6.0M
Mission Wealth Management, LP 0.12% Add +1.6% 21,314 $6.0M
Institute for Wealth Management, LLC. 0.62% Reduce -1.9% 21,214 $6.0M
CENTRAL TRUST Co 0.12% Reduce -2.7% 21,156 $6.0M
Thor Trading Advisors, LLC 3.03% Add +23.1% 21,156 $6.0M
Harrell Investment Partners, LLC 1.41% Reduce -13.6% 21,122 $6.0M
Fulcrum Equity Management 6.03% Add +13.9% 21,113 $6.0M
Narwhal Capital Management 0.44% No change 21,000 $5.9M
IFC Advisors LLC 1.08% Reduce -0.2% 20,975 $5.9M
Westside Investment Management, Inc. 0.94% Reduce -2.1% 20,853 $5.9M
Mill Creek Capital Advisors, LLC 0.12% Add +0.6% 20,715 $5.8M
American Money Management, LLC 0.97% Reduce -1.3% 20,605 $5.8M
Cornerstone Wealth Management, LLC 0.32% Add +1.1% 20,569 $5.8M
Van Eck Associates Corp. 0.01% Add +25815.2% 20,473 $5.8M
RMR Wealth Builders 0.48% Add +0.5% 20,419 $5.8M
Choreo, LLC 0.07% Reduce -6.1% 20,380 $5.7M
Canton Hathaway, LLC 1.10% Add +0.3% 20,360 $5.7M
Colton Groome Financial Advisors, LLC 1.74% Reduce -0.6% 20,167 $5.7M
Staley Capital Advisers Inc. 0.23% No change 19,882 $5.6M
Elevation Point Wealth Partners, LLC 0.39% Reduce -55.3% 19,847 $5.6M
St. Johns Investment Management Company, LLC 2.38% Reduce -8.9% 19,844 $5.6M
Meridian Wealth Advisors, LLC 0.79% Reduce -0.4% 19,679 $5.5M
Abbot Financial Management, Inc. 2.37% Reduce -0.9% 19,668 $5.5M
Perennial Investment Advisors, LLC 0.46% Reduce -13.6% 19,639 $5.5M
Pacific Sun Financial Corp 2.67% Add +0.5% 19,618 $5.5M
Laurel Wealth Advisors LLC 0.77% Add +5.3% 19,579 $5.5M
Plimoth Trust Co. LLC 1.25% Add +2.7% 19,562 $5.5M
Dumont & Blake Investment Advisors LLC 1.34% Add +31.1% 19,537 $5.5M
Windsor Capital Management, LLC 1.51% Reduce -4.8% 19,367 $5.5M
HAP Trading, LLC 1.50% — 19,264 $5.4M
Capital Investment Counsel, LLC 0.80% Add +7.9% 19,222 $5.4M
Jessup Wealth Management, Inc 2.00% Add +2.4% 19,023 $5.4M
Whittier Trust Co. 0.06% Reduce -0.1% 18,826 $5.4M
World Investment Advisors 0.11% Reduce -5.9% 18,897 $5.3M
Williams Jones Wealth Management, LLC. 0.06% Reduce -0.5% 18,854 $5.3M
Chicago Partners Investment Group LLC 0.14% Add +0.1% 17,419 $5.3M
VestGen Advisors, LLC 0.17% Reduce -51.6% 18,550 $5.2M
Patton Albertson Miller Group, LLC 0.63% No change 18,515 $5.2M
NewEdge Wealth, LLC 0.07% Add +0.9% 17,593 $5.2M
One Wealth Map LLC 2.76% Reduce -7.0% 17,564 $5.2M
Algorithmic Investment Models, LLC 3.45% Reduce -28.9% 18,413 $5.2M
Equity Wealth Partners, LLC 4.20% — 18,353 $5.2M
Apollon Wealth Management, LLC 0.09% Add +8.0% 18,319 $5.2M
Evanson Asset Management, LLC 0.29% Add +0.1% 18,269 $5.1M
First Business Financial Services, Inc. 0.47% No change 18,249 $5.1M
Savant Capital, LLC 0.03% Add +0.9% 18,249 $5.1M
Stock Yards Bank & Trust Co. 0.16% Reduce -0.5% 18,243 $5.1M
Innova Wealth Partners 2.78% Reduce -9.7% 18,225 $5.1M
Corrado Advisors, LLC 2.74% Add +3.7% 18,063 $5.1M
Rockingstone Advisors LLC 2.50% Reduce -3.4% 18,008 $5.1M
Lyell Wealth Management, LP 0.38% Reduce -1.9% 17,955 $5.1M
5th Street Advisors, LLC 2.50% Add +0.3% 17,928 $5.1M
Jaffetilchin Investment Partners, LLC 0.30% Reduce -1.7% 17,914 $5.0M
Channel Wealth LLC 1.35% Reduce -5.7% 17,891 $5.0M
Washington Growth Strategies LLC 3.58% No change 17,825 $5.0M
D.B. Root & Company, LLC 1.27% Add +15.2% 17,821 $5.0M
AAFMAA Wealth Management & Trust LLC 1.97% Reduce -0.6% 17,640 $5.0M
Wealthspire Advisors, LLC 0.03% Add +24.4% 17,604 $5.0M
Silver Oak Securities, Incorporated 0.37% Add +9.7% 17,573 $5.0M
Private Advisory Group LLC 0.43% Add +1.9% 17,469 $4.9M
Legacy Private Trust Co. 0.29% Reduce -6.9% 17,466 $4.9M
KKM Financial LLC 1.54% Reduce -10.0% 17,430 $4.9M
Lanark Financial, Inc. 0.38% Add +0.1% 17,376 $4.9M
Shulman DeMeo Asset Management LLC 1.12% Reduce -0.8% 17,246 $4.9M
Ledyard National Bank 0.43% Reduce -1.2% 17,208 $4.9M
NBT Bank, N.A. 0.32% Reduce -1.5% 17,174 $4.8M
Compound Planning, Inc. 0.16% Reduce -11.9% 17,167 $4.8M
SVB Wealth LLC 0.26% Reduce -7.3% 17,031 $4.8M
Mezzasalma Advisors, LLC 1.22% Add +3.4% 16,924 $4.8M
Financial Insights, Inc. 1.56% No change 16,680 $4.7M
Bfsg, LLC 0.46% Reduce -6.3% 16,663 $4.7M
Capitol Family Office, Inc. 5.68% Add +1.2% 16,615 $4.7M
Butensky & Cohen Financial Security, Inc. 1.30% Reduce -4.3% 16,598 $4.7M
Signet Financial Management, LLC 0.54% Reduce -11.5% 16,596 $4.7M
Caldwell Trust Co 0.43% Add +2.1% 16,509 $4.7M
MKT Advisors LLC 1.73% Add +0.9% 16,324 $4.6M
Cresta Advisors, Ltd. 2.06% Add +1.3% 16,399 $4.6M
Integrity Alliance, Llc. 0.22% Reduce -0.3% 16,361 $4.6M
Heritage Wealth Advisors 0.20% No change 16,348 $4.6M
Magnus Financial Group LLC 0.36% Add +10.4% 16,325 $4.6M
Northstar Advisory Group, LLC 1.88% Add +20.2% 16,308 $4.6M
Successful Portfolios LLC 2.68% Add +0.0% 16,278 $4.6M
Concentric Capital Strategies, LP 0.22% Add +0.2% 16,257 $4.6M
EWG Elevate Inc. 1.43% New 16,226 $4.6M
Rollins Financial Advisors, LLC 0.69% Reduce -4.5% 16,212 $4.6M
Simplicity Wealth,LLC 0.26% Reduce -33.0% 16,205 $4.6M
Elk River Wealth Management LLC 0.73% Add +9.0% 16,197 $4.6M
Edgestream Partners, L.P. 0.13% Add +319.6% 16,191 $4.6M
Peddock Capital Advisors, LLC 0.98% Add +3.0% 16,099 $4.5M
Ally Invest Advisors Inc. 0.33% Add +0.2% 16,077 $4.5M
Caprock Group, LLC 0.11% — 17,198 $4.5M
First Citizens Bank & Trust Co. 0.10% Reduce -0.6% 15,952 $4.5M
EPG Wealth Management LLC 1.24% Reduce -4.2% 15,950 $4.5M
Bryn Mawr Trust Advisors, LLC 0.22% Add +1.9% 15,920 $4.5M
Lanham O'Dell & Company, Inc. 1.43% New 15,890 $4.5M
Twin Focus Capital Partners, LLC 0.57% Reduce -0.8% 15,872 $4.5M
Crestwood Advisors Group, LLC 0.08% Reduce -3.7% 15,668 $4.4M
Ballentine Partners, LLC 0.06% No change 15,658 $4.4M
Milestones Private Investment Advisors LLC 3.01% Reduce -0.1% 15,648 $4.4M
Afg Fiduciary Services Limited Partnership 2.55% Reduce -7.4% 15,421 $4.4M
Ausdal Financial Partners, Inc. 0.21% Add +103.5% 15,469 $4.4M
Soltis Investment Advisors LLC 0.30% Reduce -10.1% 15,296 $4.3M
Principal Securities, Inc. 0.07% Reduce -4.4% 15,289 $4.3M
TD Private Client Wealth LLC 0.10% Reduce -7.1% 15,280 $4.3M
Yelin Lapidot Holdings Management Ltd. 0.90% No change 15,230 $4.3M
Deutsche Bank AG 0.00% Reduce -4.9% 15,203 $4.3M
Symmetry Partners, LLC 0.46% Add +89.0% 15,099 $4.3M
Vise Technologies, Inc. 0.16% Reduce -14.9% 15,089 $4.3M
Aua Capital Management, LLC 2.38% No change 15,067 $4.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.24% Add +158.4% 14,988 $4.2M
Insigneo Advisory Services, LLC 0.30% Add +12.0% 14,957 $4.2M
Arete Wealth Advisors, LLC 0.26% Add +26.5% 14,954 $4.2M
Yoder Wealth Management, Inc. 1.99% Add +1.1% 14,894 $4.2M
Parallel Advisors, LLC 0.08% Reduce -3.4% 14,840 $4.2M
Koshinski Asset Management, Inc. 0.30% Add +5.5% 14,725 $4.2M
Redwood Financial Network Corp 2.62% Reduce -3.8% 14,696 $4.1M
Wesbanco Bank Inc. 0.12% Add +2.6% 14,690 $4.1M
Atticus Wealth Management, LLC 1.04% Reduce -3.6% 14,664 $4.1M
Strategic Financial Partners, Ltd. 1.89% New 14,663 $4.1M
PCG Asset Management, LLC 3.31% Reduce -1.1% 14,628 $4.1M
LifeSteps Financial, Inc. 2.62% Reduce -1.0% 14,470 $4.1M
Howe & Rusling Inc. 0.28% Add +129.0% 14,469 $4.1M
Pure Financial Advisors, LLC 0.06% Reduce -5.5% 14,456 $4.1M
Ibex Wealth Advisors 0.39% Reduce -0.5% 14,359 $4.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.48% Add +6.4% 14,356 $4.0M
Realta Investment Advisors 1.35% Add +16.2% 14,343 $4.0M
Blue Zone Wealth Advisors, LLC 0.81% Add +2.1% 14,311 $4.0M
E&G Advisors, LLC 0.94% Reduce -1.8% 14,298 $4.0M
Rehmann Capital Advisory Group 0.22% Add +13.6% 14,293 $4.0M
Vivid Wealth Management, LLC 1.59% Reduce -19.8% 14,230 $4.0M
Vaughan David Investments LLC 0.09% Add +40.3% 14,208 $4.0M
Spreng Capital Management, Inc. 1.63% Add +0.9% 14,150 $4.0M
Tucker Asset Management LLC 1.20% Add +1247.0% 14,130 $4.0M
Fidelis Capital Partners, LLC 0.31% Add +0.0% 14,090 $4.0M
Richmond Investment Services, LLC 0.74% Reduce -3.8% 14,090 $4.0M
Fisher Asset Management 0.00% Reduce -13.6% 14,078 $4.0M
Sendero Wealth Management, LLC 0.46% No change 14,021 $4.0M
Fiduciary Trust Co 0.04% Reduce -3.3% 13,984 $3.9M
FF Advisors,LLC 1.88% Reduce -3.6% 13,960 $3.9M
Prospera Financial Services Inc 0.07% Add +25.0% 13,943 $3.9M
David J Yvars Group 2.10% Add +15.7% 13,889 $3.9M
Strategic Advisors LLC 0.63% Reduce -0.6% 13,848 $3.9M
Point Windward Advisors Inc. 1.83% Reduce -6.7% 13,730 $3.9M
Accurate Wealth Management, LLC 0.51% Reduce -46.2% 13,732 $3.9M
Disciplined Investors, L.L.C. 2.75% Add +20.1% 13,687 $3.9M
Fortis Capital Advisors, LLC 0.61% Reduce -0.3% 13,686 $3.9M
Acropolis Investment Management, LLC 0.20% Add +14.5% 15,214 $3.9M
Acorns Advisers, LLC 0.03% Add +24.8% 13,605 $3.8M
Rwa Wealth Partners, LLC 0.04% Add +21.3% 13,601 $3.8M
Sigma Investment Counselors Inc. 0.20% Add +0.1% 13,587 $3.8M
Kingswood Wealth Advisors, LLC 0.23% Reduce -3.7% 13,556 $3.8M
Appleton Partners Inc. 0.26% Add +10.7% 13,479 $3.8M
Bay Capital Advisors, LLC 2.47% Reduce -0.8% 13,459 $3.8M
West Financial Advisors, LLC 0.62% Reduce -0.7% 13,413 $3.8M
Ames National Corp. 2.23% Reduce -1.3% 13,325 $3.8M
Csenge Advisory Group 0.18% Reduce -9.6% 13,279 $3.7M
Roberts Wealth Advisors, LLC 0.99% Reduce -0.8% 13,263 $3.7M
Wedmont Private Capital 0.14% Add +0.0% 13,070 $3.7M
Flagstar Securities, Inc. 1.14% Add +0.2% 13,244 $3.7M
Hurley Capital, LLC 2.10% Reduce -0.7% 13,204 $3.7M
Agate Pass Investment Management, LLC 1.41% Add +9.0% 13,174 $3.7M
JMG Financial Group, Ltd. 0.11% Reduce -0.0% 13,109 $3.7M
International Assets Investment Management, LLC 0.30% No change 14,698 $3.7M
Hudson Value Partners, LLC 1.15% Add +6.3% 13,055 $3.7M
Sax Wealth Advisors, LLC 0.20% Add +0.1% 12,883 $3.6M
Courier Capital LLC 0.21% Reduce -3.3% 12,807 $3.6M
Evoke Wealth, LLC 0.07% No change 12,745 $3.6M
Virtue Capital Management, LLC 0.57% Add +915.5% 8,033 $3.6M
CWA Asset Management Group, LLC 0.13% Reduce -0.1% 12,621 $3.6M
Capital Asset Advisory Services LLC 0.15% Add +0.5% 12,611 $3.6M
Clark Financial Services Group Inc. 1.89% Reduce -0.3% 12,610 $3.6M
Investment Advisory Services Inc. /TX 1.12% Reduce -4.0% 12,610 $3.6M
RVW Wealth, LLC 0.28% Add +0.0% 12,581 $3.5M
AE Wealth Management LLC 0.02% Reduce -27.1% 12,571 $3.5M
Ameritas Advisory Services, LLC 0.23% Reduce -81.6% 12,538 $3.5M
Walleye Capital LLC 0.03% Add +6.8% 12,505 $3.5M
Van Cleef Asset Management,Inc 0.36% No change 12,430 $3.5M
Elite Wealth Management, Inc. 0.91% New 12,410 $3.5M
Solutions 4 Wealth, Ltd 5.42% Reduce -0.3% 12,386 $3.5M
Fifth Third Wealth Advisors LLC 0.13% Add +17.3% 12,365 $3.5M
Forbes Financial Planning, Inc. 2.30% Reduce -2.6% 12,362 $3.5M
Sentinel Trust Co. Lba 0.35% No change 12,308 $3.5M
Cadent Capital Advisors, LLC 0.92% Add +411.4% 12,305 $3.5M
Country Trust Bank 0.08% Reduce -0.5% 12,304 $3.5M
Pettyjohn, Wood & White, Inc. 0.57% Add +4.7% 12,264 $3.5M
Credit Industriel Et Commercial 0.78% New 12,245 $3.5M
Continuum Wealth Advisors, LLC 1.47% Add +994.7% 12,239 $3.4M
Retirement Income Solutions, Inc. 0.59% No change 12,214 $3.4M
Cypress Capital Group 0.41% Add +5.8% 12,129 $3.4M
Ciovacco Capital Management LLC 1.72% Reduce -0.7% 12,112 $3.4M
GAMCO Investors 0.03% Add +8.9% 12,030 $3.4M
Sunbelt Securities, Inc. 0.23% Add +8.4% 12,029 $3.4M
Cassaday & Co Wealth Management LLC 0.08% Reduce -2.6% 12,000 $3.4M
Herbst Group, LLC 2.09% Add +2.4% 11,919 $3.4M
Maridea Wealth Management LLC 0.52% New 11,634 $3.4M
Cladis Investment Advisory, LLC 1.90% Add +0.9% 11,807 $3.3M
1834 Investment Advisors Co. 0.41% No change 11,744 $3.3M
Occidental Asset Management, LLC 0.41% Add +26.9% 11,653 $3.3M
FineMark National Bank & Trust 0.11% Add +0.3% 11,643 $3.3M
Harbour Trust & Investment Management Co 0.34% Reduce -1.6% 11,591 $3.3M
Segment Wealth Management, LLC 0.20% No change 11,585 $3.3M
CPA Asset Management Group, LLC 1.26% No change 11,576 $3.3M
Sonata Capital Group Inc. 1.20% Reduce -0.1% 11,545 $3.3M
Midwest Professional Planners, LTD. 0.79% New 11,518 $3.2M
Investor's Fiduciary Advisor Network, LLC 1.10% Add +0.3% 11,487 $3.2M
Verdence Capital Advisors LLC 0.19% Add +13.6% 10,823 $3.2M
Retirement Planning Group, LLC 0.11% Reduce -0.6% 11,479 $3.2M
EverSource Wealth Advisors, LLC 0.13% Add +19.0% 11,439 $3.2M
Elm Partners Management LLC 0.16% Add +12.2% 11,417 $3.2M
Moulton Wealth Management, Inc. 2.33% Add +16.6% 11,355 $3.2M
Trifecta Capital Advisors, LLC 0.49% Add +0.1% 11,337 $3.2M
Fagan Associates, Inc. 0.44% Reduce -2.8% 11,323 $3.2M
RPg Family Wealth Advisory, LLC 0.70% Reduce -15.7% 11,318 $3.2M
Atlas Legacy Advisors, LLC 0.61% Reduce -3.6% 11,220 $3.2M
Cerro Pacific Wealth Advisors LLC 0.86% Reduce -10.9% 11,166 $3.1M
Moss Adams Wealth Advisors LLC 0.25% Add +7.3% 11,157 $3.1M
Finley Financial, LLC 1.45% No change 11,130 $3.1M
Heartwood Wealth Advisors LLC 0.29% Add +1.0% 11,068 $3.1M
Ranch Capital Advisors Inc. 1.20% Add +0.1% 11,038 $3.1M
Laraway Financial Advisors Inc 2.12% Add +2.6% 11,030 $3.1M
Bramshill Investments, LLC 0.21% Add +29.4% 11,000 $3.1M
Tactive Advisors, LLC 0.88% Reduce -0.6% 10,978 $3.1M
Capital Advisors Inc. 0.05% Add +2.9% 10,945 $3.1M
Moneta Group Investment Advisors LLC 0.02% Reduce -1.6% 10,934 $3.1M
Everstar Asset Management, LLC 1.74% Reduce -10.8% 10,893 $3.1M
Alterna Wealth Management, Inc. 2.52% Reduce -5.6% 10,846 $3.1M
Bison Wealth, LLC 0.28% Add +2.1% 10,081 $3.0M
GPS Wealth Strategies Group, LLC 0.32% Reduce -2.8% 10,767 $3.0M
SeaCrest Wealth Management, LLC 0.32% Reduce -4.1% 10,402 $3.0M
Tidal Investments LLC 0.01% Add +1.9% 10,709 $3.0M
North Star Investment Management Corp. 0.19% Reduce -2.9% 10,687 $3.0M
First National Trust Co 0.10% Reduce -0.8% 10,665 $3.0M
Whittier Trust Co. of Nevada Inc. 0.06% No change 10,527 $3.0M
Advisor OS, LLC 0.26% Add +211.9% 10,602 $3.0M
Capital Investment Advisory Services, LLC 0.24% Add +0.3% 10,601 $3.0M
AdvisorNet Financial, Inc 0.17% Reduce -19.0% 10,591 $3.0M
Cape Ann Savings Bank 1.59% Reduce -0.6% 10,570 $3.0M
Shelton Capital Management 0.06% Reduce -6.2% 10,511 $3.0M
First Citizens Financial Corp 1.46% Add +10.8% 10,510 $3.0M
Ameraudi Asset Management, Inc. 1.79% Reduce -0.5% 10,497 $3.0M
Johnson Financial Group, Inc. 0.11% Reduce -3.4% 10,489 $3.0M
Principle Wealth Partners LLC 0.17% Add +23.1% 10,470 $3.0M
Cornerstone National Bank & Trust Co 1.20% Reduce -0.1% 10,470 $3.0M
Koss-Olinger Consulting, LLC 0.24% No change 11,602 $2.9M
Cornerstone Advisory, LLC 0.29% Reduce -2.1% 10,383 $2.9M
Kagan Cocozza Asset Management 2.20% Reduce -25.0% 10,330 $2.9M
Mountain Hill Investment Partners Corp. 2.55% Reduce -14.4% 10,315 $2.9M
Balboa Wealth Partners 0.50% Add +0.2% 10,294 $2.9M
Palisade Capital Management, LP 0.09% New 10,272 $2.9M
Gateway Wealth Partners, LLC 0.39% Reduce -34.8% 10,236 $2.9M
Bangor Savings Bank 0.24% Add +87.0% 10,235 $2.9M
Ashton Thomas Securities, LLC 0.40% Reduce -12.4% 10,120 $2.9M
Lynch & Associates 0.55% No change 10,114 $2.9M
Ethos Financial Group, LLC 0.22% New 10,111 $2.8M
Consolidated Portfolio Review Corp 0.36% Reduce -41.8% 10,098 $2.8M
Mma Asset Management LLC 0.95% Add +5.8% 10,070 $2.8M
Summit Trail Advisors, LLC 0.04% No change 10,067 $2.8M
Ingalls & Snyder LLC 0.09% Reduce -10.2% 10,048 $2.8M
Kessler Investment Group, LLC 1.21% Add +677.0% 10,039 $2.8M
Verum Partners LLC 0.60% Add +0.1% 10,038 $2.8M
Freedom Investment Management, Inc. 0.74% Reduce -71.7% 9,981 $2.8M
PKS Advisory Services, LLC 0.65% Reduce -1.8% 9,964 $2.8M
McHugh Group, LLC 1.70% No change 9,932 $2.8M
Avantax Planning Partners, Inc. 0.08% Reduce -7.1% 9,895 $2.8M
Empower Advisory Group, LLC 0.01% Add +2.5% 9,727 $2.7M
Quantitative Investment Management, LLC 0.38% New 9,714 $2.7M
Obsidian Cio, LLC 0.36% Reduce -3.3% 9,690 $2.7M
Mattern Wealth Management LLC 0.54% No change 9,662 $2.7M
Bragg Financial Advisors, Inc 0.09% Add +0.4% 9,569 $2.7M
Nova Wealth Management, Inc. 1.90% Reduce -2.0% 9,556 $2.7M
Two Sigma Securities, LLC 0.40% New 9,549 $2.7M
Pitcairn Co. 0.21% No change 9,534 $2.7M
Access Financial Services, Inc. 0.97% Reduce -0.7% 9,529 $2.7M
Seven Springs Wealth Group, LLC 0.66% No change 9,512 $2.7M
Adirondack Trust Co. 0.90% Reduce -4.4% 9,507 $2.7M
Rothschild Wealth LLC 0.58% Reduce -2.9% 9,487 $2.7M
Capital Analysts, LLC 0.08% Reduce -12.5% 9,488 $2.7M
BlackDiamond Wealth Management, LLC 1.46% Reduce -2.3% 9,470 $2.7M
MTM Investment Management, LLC 0.85% Reduce -0.0% 9,459 $2.7M
Planwiser Financial, LLC 2.12% Reduce -23.8% 8,828 $2.7M
CFC Planning Co LLC 2.23% New 9,418 $2.7M
PEAK6 LLC 0.07% New 9,392 $2.6M
Brighton Jones LLC 0.06% Reduce -11.7% 9,383 $2.6M
Moors & Cabot, Inc. 0.12% Add +0.4% 9,365 $2.6M
MAS Advisors LLC 4.17% No change 9,356 $2.6M
Mission Creek Capital Partners, Inc. 0.52% Reduce -0.7% 9,330 $2.6M
Delta Financial Advisors LLC 0.74% New 9,325 $2.6M
LVM Capital Management Ltd. 0.25% Reduce -0.8% 9,296 $2.6M
Searle & Co. 0.69% Add +1.1% 9,265 $2.6M
Financial Sense Advisors, Inc. 0.54% Add +1.8% 9,254 $2.6M
DDD Partners, LLC 0.17% Add +4.0% 9,252 $2.6M
Lion Street Advisors, LLC 0.90% Add +53.6% 16,077 $2.6M
Private Trust Co. NA 0.23% Reduce -7.4% 9,209 $2.6M
Exencial Wealth Advisors, LLC 0.08% Add +0.4% 9,207 $2.6M
jvl associates llc 0.86% No change 9,189 $2.6M
Future Financial Wealth Managment LLC 1.63% Reduce -2.8% 9,182 $2.6M
LWM Advisory Services, LLC 1.50% Add +241.1% 9,120 $2.6M
Capital Advisors, Ltd. LLC 0.29% Add +3.5% 9,086 $2.6M
Gotham Asset Management 0.01% No change 9,077 $2.6M
Hutchens & Kramer Investment Management Group, LLC 0.99% Add +20.3% 8,925 $2.5M
OneAscent Financial Services LLC 0.17% Add +6.7% 8,917 $2.5M
Ancora Advisors LLC 0.05% Reduce -4.8% 8,915 $2.5M
JSF Financial, LLC 0.55% Reduce -4.6% 8,865 $2.5M
BSW Wealth Partners 0.31% Reduce -3.3% 8,806 $2.5M
BBR Partners, LLC 0.14% Add +797.8% 8,771 $2.5M
Wall Street Financial Group, Inc. 1.81% Reduce -11.3% 8,753 $2.5M
Wealthspire Retirement, LLC 0.16% Reduce -0.1% 8,745 $2.5M
Sharkey, Howes & Javer 0.32% Reduce -27.8% 8,702 $2.5M
Acima Private Wealth, LLC 0.77% No change 8,701 $2.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -4.0% 8,585 $2.4M
Berger Financial Group, Inc 0.14% Add +3.8% 8,568 $2.4M
Certuity, LLC 0.17% Add +1.5% 8,560 $2.4M
Chilton Capital Management LLC 0.08% Reduce -0.9% 8,557 $2.4M
Eastern Bank 0.04% Reduce -1.4% 8,537 $2.4M
True Vision MN LLC 1.25% Add +11.0% 8,505 $2.4M
Debussy Capital Management LP 0.34% Add +4.3% 8,498 $2.4M
Qube Research & Technologies Ltd 0.00% New 8,496 $2.4M
Moneco Advisors, LLC 0.20% Add +13.2% 8,477 $2.4M
M3 Advisory Group, LLC 1.49% Add +3.9% 8,464 $2.4M
Arrow Financial Corp 0.24% Reduce -5.8% 8,438 $2.4M
Watts Gwilliam & Co., LLC 0.38% Add +0.0% 8,433 $2.4M
First Heartland Consultants, Inc. 0.19% Reduce -3.2% 8,397 $2.4M
Optiver Holding B.V. 0.04% Add +969.8% 8,387 $2.4M
Saxon Interests, Inc. 0.92% Reduce -3.2% 8,977 $2.4M
One Capital Management, LLC 0.07% Add +2.2% 8,279 $2.3M
Wealth Watch Advisors, INC 0.96% Add +606.2% 8,241 $2.3M
Heritage Oak Wealth Advisors LLC 0.86% Add +22.9% 8,223 $2.3M
Verus Capital Partners, LLC 0.18% Add +4.6% 8,177 $2.3M
Altura Wealth Advisors Inc. 1.10% Add +18.8% 8,174 $2.3M
Strategy Asset Managers LLC 0.41% Reduce -5.2% 8,157 $2.3M
BLB&B Advisors, LLC 0.10% Reduce -7.8% 8,107 $2.3M
Renaissance Technologies 0.00% Add +11.0% 8,100 $2.3M
Flputnam Investment Management Co. 0.03% Reduce -1.4% 8,084 $2.3M
Whitaker-Myers Wealth Managers, LTD. 0.50% Add +46.5% 8,081 $2.3M
Global View Capital Management LLC 0.48% Reduce -25.2% 8,058 $2.3M
Nixon Peabody Trust Co. 0.17% Add +7.3% 8,050 $2.3M
Interactive Financial Advisors, Inc. 1.22% Reduce -32.0% 8,035 $2.3M
Syon Capital LLC 0.12% Reduce -1.4% 8,013 $2.3M
Cavalier Investments, LLC 0.91% Reduce -66.2% 9,942 $2.3M
Wealthgarden F.S. LLC 1.61% Add +8.6% 7,823 $2.3M
Meridian Wealth Management, LLC 0.09% Reduce -2.1% 7,991 $2.3M
United Advisor Group, LLC 0.30% Reduce -3.3% 7,982 $2.2M
Morton Community Bank 0.52% Add +66.6% 7,464 $2.2M
Flow Traders U.S. LLC 0.09% Reduce -71.2% 7,917 $2.2M
Gold Investment Management Ltd. 0.74% Reduce -1.5% 7,859 $2.2M
Callan Family Office, LLC 0.07% Add +1.3% 7,854 $2.2M
City Holding Co. 0.28% Add +1.1% 7,840 $2.2M
Wexford Capital LP 0.67% New 7,837 $2.2M
WESPAC Advisors, LLC 1.29% Reduce -1.1% 7,834 $2.2M
Monetary Management Group Inc. 0.51% Add +4.7% 7,830 $2.2M
Wealthedge Investment Advisors, LLC 0.83% Reduce -35.3% 7,813 $2.2M
SkyView Investment Advisors, LLC 0.28% No change 7,790 $2.2M
NDWM LLC 1.48% Add +0.0% 7,753 $2.2M
Blue Chip Partners, LLC 0.16% Reduce -2.9% 7,715 $2.2M
Paragon Financial Partners, Inc. 1.37% Add +0.0% 7,702 $2.2M
XML Financial, LLC 0.18% Add +0.0% 7,686 $2.2M
Arcadia Wealth Management, Inc. 1.31% Reduce -3.8% 7,681 $2.2M
Golden State Wealth Management, LLC 0.24% Reduce -3.2% 7,666 $2.2M
Salem Investment Counselors Inc. 0.06% Reduce -3.6% 7,661 $2.2M
Adapt Wealth Advisors, LLC 0.80% New 7,634 $2.2M
Modera Wealth Management, LLC 0.02% Reduce -0.3% 7,616 $2.1M
UNIVEST FINANCIAL Corp 0.12% Add +0.9% 7,614 $2.1M
Busey Bank 0.06% Reduce -0.0% 7,602 $2.1M
Black Diamond Financial, LLC 0.24% No change 7,587 $2.1M
Kane Investment Management, Inc. 1.04% Reduce -1.4% 7,587 $2.1M
Jacobi Capital Management LLC 0.13% Add +1.4% 7,568 $2.1M
Menard Financial Group LLC 1.43% Add +11.9% 7,565 $2.1M
Legacy Capital Group California, Inc. 0.54% Reduce -0.6% 7,556 $2.1M
Argent Trust Co 0.08% No change 7,534 $2.1M
Freestone Capital Holdings, LLC 0.07% Add +3.0% 7,511 $2.1M
German American Bancorp, Inc. 0.19% Reduce -3.7% 7,508 $2.1M
McGuire Investment Group, LLC 0.24% Add +0.1% 7,507 $2.1M
Strategic Blueprint, LLC 0.09% Add +10.3% 7,495 $2.1M
Fragasso Financial Advisors Inc 0.13% Reduce -0.1% 7,377 $2.1M
Forum Financial Management, LP 0.03% Reduce -13.6% 7,451 $2.1M
CHICAGO TRUST Co NA 0.30% No change 7,425 $2.1M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -26.2% 7,376 $2.1M
Quantbot Technologies LP 0.06% New 7,414 $2.1M
Maia Wealth LLC 0.35% Add +33.4% 7,066 $2.1M
Kaizen Financial Strategies 0.94% Add +1.7% 7,216 $2.1M
Avidian Wealth Enterprises, LLC 0.08% Add +1.0% 7,403 $2.1M
World Equity Group, Inc. 0.47% Reduce -0.9% 7,372 $2.1M
Vanguard Personalized Indexing Management, LLC 0.02% Add +47.1% 7,354 $2.1M
Pinnacle Wealth Management Advisory Group, LLC 0.16% Reduce -1.1% 7,350 $2.1M
Forefront Wealth Partners, LLC 0.52% Reduce -3.7% 7,326 $2.1M
Independent Advisor Alliance 0.05% Add +1.3% 7,306 $2.1M
University of Texas/Texas Am Investment Management Co. 0.30% Add +64.8% 7,292 $2.1M
Auxano Advisors, LLC 0.44% Add +0.0% 7,286 $2.1M
Certified Advisory Corp 0.19% Add +2.3% 7,279 $2.1M
Optas, LLC 0.35% No change 7,262 $2.0M
Summit Place Financial Advisors, LLC 0.96% Add +0.3% 7,256 $2.0M
SeaBridge Investment Advisors LLC 0.33% Reduce -27.6% 7,247 $2.0M
Cubist Systematic Strategies, LLC 0.03% New 7,246 $2.0M
Wilson & Boucher Capital Management, LLC 1.34% Add +6.0% 7,223 $2.0M
Crewe Advisors LLC 0.19% Add +4.4% 7,202 $2.0M
Almanack Investment Partners, LLC. 0.31% New 7,201 $2.0M
Powers Capital, LLC 0.94% No change 7,195 $2.0M
Earned Wealth Advisors, LLC 0.33% Reduce -1.4% 7,180 $2.0M
XTX Topco Ltd 0.10% Add +196.6% 7,174 $2.0M
Greenleaf Trust 0.02% Reduce -17.3% 7,138 $2.0M
Oxinas Partners, LLC 1.08% Reduce -3.7% 7,135 $2.0M
Ritholtz Wealth Management 0.04% Reduce -19.2% 7,126 $2.0M
Equitable Trust Co. 0.09% Reduce -0.5% 7,102 $2.0M
Objective Capital Management, LLC 2.06% Reduce -1.7% 7,077 $2.0M
Gilliland Jeter Wealth Management LLC 0.62% No change 7,076 $2.0M
Zhang Financial LLC 0.08% Reduce -2.0% 7,028 $2.0M
Global Assets Advisory, LLC 0.59% Add +5.6% 7,025 $2.0M
Zacks Investment Management 0.02% Add +11.1% 7,021 $2.0M
Phillips Wealth Planners LLC 1.64% Reduce -14.7% 6,859 $2.0M
Waterloo Capital, L.P. 0.15% Add +4.6% 6,980 $2.0M
Goldstein Advisors, LLC 0.24% Reduce -93.1% 6,972 $2.0M
Whalerock Point Partners, LLC 0.40% No change 6,950 $2.0M
Contravisory Investment Management, Inc. 0.38% Add +50.3% 6,933 $2.0M
Bawa N Mallick Trust 0.74% Add +0.1% 6,906 $1.9M
Per Stirling Capital Management, LLC. 0.23% Reduce -1.8% 6,896 $1.9M
Americana Partners, LLC 0.06% Add +4.9% 6,868 $1.9M
Neuberger Berman Group LLC 0.00% Reduce -4.1% 6,850 $1.9M
Walleye Trading LLC 0.03% Add +114.6% 6,815 $1.9M
Hansen & Associates Financial Group, Inc. 0.80% New 6,534 $1.9M
Parr McKnight Wealth Management Group, LLC 0.25% Add +5.7% 6,789 $1.9M
Caxton Associates LLP 0.05% New 6,763 $1.9M
RDA Financial Network 0.47% Add +9.7% 6,762 $1.9M
626 Financial, LLC 0.84% Reduce -2.7% 6,756 $1.9M
Keystone Financial Group 0.15% Reduce -2.3% 6,740 $1.9M
Bradley Foster & Sargent Inc. 0.03% Add +3.5% 6,720 $1.9M
Country Club Bank 0.11% Reduce -5.8% 6,751 $1.9M
Purkiss Capital Advisors LLC 0.90% Add +43.7% 6,702 $1.9M
Polymer Capital Management (HK) LTD 0.26% No change 6,700 $1.9M
Sentinel Pension Advisors, LLC 0.30% Reduce -0.9% 6,663 $1.9M
Independent Wealth Network Inc. 0.60% Reduce -9.1% 6,642 $1.9M
Simon Quick Advisors, LLC 0.08% Add +13.1% 6,624 $1.9M
Vista Investment Management 0.65% Reduce -0.4% 6,590 $1.9M
Altus Wealth Group LLC 0.76% Add +0.5% 6,589 $1.9M
Ifrah Financial Services, Inc. 0.48% Reduce -0.0% 6,571 $1.9M
Hobart Private Capital, LLC 0.38% Reduce -0.1% 6,514 $1.8M
DT Investment Partners, LLC 0.16% No change 6,510 $1.8M
Glen Eagle Advisors, LLC 0.25% Add +25.4% 6,503 $1.8M
VCI Wealth Management LLC 0.55% Reduce -38.5% 6,468 $1.8M
Medallion Wealth Advisors, LLC 0.65% Reduce -3.3% 6,464 $1.8M
Bank of New Hampshire 0.42% Add +0.5% 6,440 $1.8M
Wealth Architects, LLC 0.17% No change 6,407 $1.8M
Tradition Wealth Management, LLC 0.13% Reduce -6.8% 6,396 $1.8M
Jackson, Grant Investment Advisers, Inc. 0.60% Add +0.4% 6,386 $1.8M
IAM Advisory, LLC 0.40% Reduce -1.3% 6,361 $1.8M
City Center Advisors, LLC 1.74% New 6,345 $1.8M
GC Wealth Management RIA, LLC 0.06% Add +16.5% 6,324 $1.8M
NTV Asset Management LLC 0.19% Add +0.5% 6,294 $1.8M
Fulton Breakefield Broenniman LLC 0.11% Reduce -1.0% 6,275 $1.8M
Founders Financial Alliance, LLC 0.33% Add +0.4% 6,274 $1.8M
Bridgewater Advisors Inc. 0.12% Add +5.3% 6,107 $1.8M
Davis R M Inc. 0.03% Reduce -0.8% 6,256 $1.8M
Moloney Securities Asset Management, LLC 0.21% Reduce -2.6% 6,254 $1.8M
Lebenthal Global Advisors, LLC 0.31% Reduce -4.8% 6,252 $1.8M
Beacon Bank & Trust 0.38% No change 6,234 $1.8M
Goepper Burkhardt LLC 0.60% Add +165.3% 6,198 $1.7M
Aventura Private Wealth, LLC 0.64% No change 6,196 $1.7M
KDK Private Wealth Management, LLC 1.77% Reduce -0.9% 6,196 $1.7M
Noesis Capital Mangement Corp. 0.27% Reduce -10.2% 6,191 $1.7M
W.G. Shaheen & Associates DBA Whitney & Co 0.16% Add +7.8% 6,162 $1.7M
Wealth Advisory Solutions, LLC 0.42% Add +0.2% 6,159 $1.7M
Smartleaf Asset Management LLC 0.11% Add +5.1% 6,186 $1.7M
Maltin Wealth Management, Inc. 0.72% Add +1.7% 6,133 $1.7M
Madden Advisory Services, Inc. 0.73% Reduce -3.0% 6,131 $1.7M
Stratos Investment Management, LLC 0.07% Reduce -2.3% 6,126 $1.7M
United Community Bank 0.53% Reduce -0.4% 6,114 $1.7M
ProVise Management Group, LLC 0.13% Reduce -3.9% 6,110 $1.7M
Peoples Bank 1.70% Reduce -22.3% 6,071 $1.7M
Armor Investment Advisors, LLC 0.54% Reduce -10.6% 6,060 $1.7M
Swmg, LLC 0.51% Reduce -1.9% 5,862 $1.7M
Capstone Investment Advisors, LLC 0.02% Reduce -28.4% 6,006 $1.7M
Finward Bancorp 1.28% Add +4.2% 5,997 $1.7M
One Day In July LLC 0.14% Reduce -0.1% 5,995 $1.7M
Sand Hill Global Advisors, LLC 0.06% Reduce -3.7% 5,981 $1.7M
Lionshead Wealth Management, LLC 1.33% No change 5,971 $1.7M
Russell Investments Group, Ltd. 0.00% Add +28.4% 5,953 $1.7M
Private Wealth Asset Management, LLC 0.20% Add +17.1% 5,933 $1.7M
Tanglewood Wealth Management, Inc. 0.15% Add +4.7% 5,886 $1.7M
Robinson Value Management, Ltd. 0.96% Reduce -3.9% 5,884 $1.7M
Endowment Wealth Management, Inc. 0.75% Add +23.1% 5,884 $1.7M
KG Capital Management 0.45% Reduce -7.1% 5,824 $1.6M
American Trust 0.14% Add +39.0% 5,815 $1.6M
Red Door Wealth Management, LLC 0.17% No change 5,777 $1.6M
KPP Advisory Services LLC 0.24% No change 5,772 $1.6M
Yukon Wealth Management, Inc. 0.53% Add +0.0% 5,764 $1.6M
GenTrust, LLC 0.07% Reduce -8.0% 5,728 $1.6M
Fiduciary Alliance LLC 0.11% Add +26.9% 5,727 $1.6M
Correct Capital Wealth Management 0.30% No change 5,726 $1.6M
Fort Point Capital Partners LLC 0.20% Reduce -66.9% 5,713 $1.6M
Boreal Capital Management LLC 1.54% Add +34.2% 5,693 $1.6M
Clarius Group, LLC 0.09% No change 5,688 $1.6M
LPWM LLC 0.43% Reduce -1.1% 5,677 $1.6M
Marco Investment Management LLC 0.12% No change 5,648 $1.6M
Fourpath Capital Management, LLC 0.23% Add +9.7% 5,632 $1.6M
Hourglass Capital, LLC 0.36% Add +14.2% 5,630 $1.6M
Selective Wealth Management, Inc. 0.51% No change 5,541 $1.6M
Pathway Financial Advisors LLC 0.21% No change 5,602 $1.6M
Aureus Asset Management, LLC 0.10% Reduce -0.8% 5,589 $1.6M
Becker Capital Management Inc. 0.05% No change 5,589 $1.6M
Cardinal Point Capital Management ULC 0.11% Reduce -7.8% 5,567 $1.6M
Elwood & Goetz Wealth Advisory Group, LLC 0.30% Reduce -5.7% 5,563 $1.6M
Atlas Private Wealth Advisors 0.38% Reduce -49.4% 5,553 $1.6M
Luminist Capital LLC 1.36% Add +0.0% 5,453 $1.6M
Harbor Investment Advisory, LLC 0.13% Reduce -10.4% 5,486 $1.5M
Garde Capital, Inc. 0.08% Add +0.6% 5,481 $1.5M
Silvercrest Asset Management Group LLC 0.01% No change 5,467 $1.5M
Lee Johnson Capital Management, LLC 0.51% Reduce -50.0% 5,463 $1.5M
NCM Capital Management, LLC 0.59% No change 5,426 $1.5M
Tyche Wealth Partners LLC 0.27% Reduce -0.5% 5,419 $1.5M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -4.4% 5,411 $1.5M
Horizon Family Wealth, Inc. 0.87% Add +0.4% 5,396 $1.5M
Wellington Management Group LLP 0.00% Reduce -41.3% 5,386 $1.5M
Daner Wealth Management, LLC 0.99% Add +0.1% 5,326 $1.5M
Laird Norton Wetherby Wealth Management, LLC 0.06% Add +4.3% 5,382 $1.5M
Tableaux LLC 0.61% Add +100.0% 5,378 $1.5M
F/m Investments LLC 0.06% Add +2.3% 5,377 $1.5M
Total Clarity Wealth Management, Inc. 0.40% Reduce -0.9% 5,358 $1.5M
Byrne Financial Freedom, LLC 0.75% Reduce -13.5% 5,349 $1.5M
M.E. Allison & Co., Inc. 1.05% Add +3.0% 5,347 $1.5M
National Philanthropic Trust 0.02% Reduce -0.0% 5,305 $1.5M
Hudson Bay Capital Management LP 0.01% New 5,300 $1.5M
Solstein Capital, LLC 0.68% No change 5,297 $1.5M
Brookwood Investment Group LLC 0.19% Reduce -6.6% 5,288 $1.5M
Mather Group, Llc. 0.01% Add +4.3% 5,267 $1.5M
Cyndeo Wealth Partners, LLC 0.08% Add +1.1% 5,263 $1.5M
Three Magnolias Financial Advisors, LLC 0.92% No change 5,241 $1.5M
Chemistry Wealth Management LLC 0.28% No change 5,220 $1.5M
Forvis Mazars Wealth Advisors, LLC 0.03% Add +13.7% 5,219 $1.5M
1900 Wealth Management LLC 0.10% Add +0.1% 5,198 $1.5M
Nemes Rush Group LLC 0.15% Add +1.8% 5,198 $1.5M
Element Pointe Advisors, LLC 0.31% Reduce -1.3% 5,188 $1.5M
Newman Dignan & Sheerar, Inc. 0.31% Add +0.0% 5,159 $1.5M
Signaturefd, LLC 0.02% Reduce -19.9% 5,158 $1.5M
Calamos Wealth Management LLC 0.05% Add +2.0% 5,158 $1.5M
Cookson Peirce & Co. Inc. 0.06% Add +37.2% 5,154 $1.5M
YHB Investment Advisors, Inc. 0.11% Reduce -6.2% 5,138 $1.4M
AmeriServ Wealth Advisors 0.73% Reduce -8.7% 5,132 $1.4M
GWN Securities Inc. 0.33% Reduce -54.4% 5,087 $1.4M
Penobscot Wealth Management 0.46% Add +2.8% 5,104 $1.4M
Flywheel Private Wealth LLC 1.12% No change 5,102 $1.4M
Global Wealth Management Investment Advisory, Inc. 0.24% Add +37.2% 5,094 $1.4M
Brown Brothers Harriman & Co. 0.01% Add +0.1% 5,088 $1.4M
Hilltop National Bank 0.35% No change 5,077 $1.4M
Nadler Financial Group, Inc. 0.14% Add +1.1% 5,061 $1.4M
Jackson Square Capital, LLC 0.31% Add +4.5% 5,051 $1.4M
Legacy Edge Advisors, LLC 0.17% Add +3.0% 5,016 $1.4M
Sagespring Wealth Partners, LLC 0.03% Add +0.5% 5,016 $1.4M
Ackerman Asset Management, LLC 1.01% No change 4,996 $1.4M
Burke & Herbert Bank & Trust Co. 0.30% Reduce -1.3% 4,980 $1.4M
Quadrant Private Wealth Management, LLC 0.26% Add +0.1% 4,970 $1.4M
First National Bank of Mount Dora, Trust Investment Services 0.31% Reduce -1.0% 4,964 $1.4M
Austin Private Wealth, LLC 0.11% Reduce -0.1% 4,951 $1.4M
Triangle Securities Wealth Management 0.32% No change 4,950 $1.4M
Grantvest Financial Group LLC 0.96% Reduce -0.8% 4,945 $1.4M
L.M. Kohn & Company 1.68% Reduce -11.0% 4,945 $1.4M
Quartz Partners, LLC 0.50% Add +136.1% 4,933 $1.4M
Xcel Wealth Management, LLC 0.37% Add +7.8% 4,928 $1.4M
Parisi Gray Wealth Management 0.36% Reduce -0.8% 4,924 $1.4M
River Wealth Advisors LLC 0.16% Reduce -1.3% 4,915 $1.4M
Warner Group LLC 0.95% — 4,908 $1.4M
Ullmann Wealth Partners Group, LLC 0.15% Add +117.2% 4,900 $1.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.46% Reduce -4.2% 4,600 $1.4M
Highland Capital Management, LLC 0.07% Reduce -1.9% 4,877 $1.4M
Sweeney & Michel, LLC 0.46% Add +0.5% 4,936 $1.4M
Naviter Wealth, LLC 0.16% Add +5.6% 4,872 $1.4M
HCR Wealth Advisors 0.14% Reduce -0.3% 4,797 $1.4M
Baron Silver Stevens Financial Advisors, LLC 0.20% Reduce -41.9% 4,845 $1.4M
First United Bank & Trust 0.44% Add +5.0% 4,785 $1.3M
Boothe Investment Group, Inc. 0.49% Reduce -2.6% 4,771 $1.3M
Investment Management Corp. /Va/ 1.15% Add +1.4% 4,753 $1.3M
American Institute for Advanced Investment Management, LLP 0.88% No change 4,750 $1.3M
First Community Trust NA 1.03% No change 4,737 $1.3M
Annex Advisory Services, LLC 0.03% Add +13.3% 4,735 $1.3M
Schmidt P J Investment Management Inc. 0.22% No change 4,723 $1.3M
Westmount Partners, LLC 0.34% Add +3.2% 4,641 $1.3M
Howland Capital Management LLC 0.05% Reduce -4.5% 4,686 $1.3M
Vontobel Holding Ltd. 0.00% Reduce -74.4% 4,660 $1.3M
Vertex Planning Partners, LLC 0.25% Reduce -62.3% 4,643 $1.3M
Sunesis Advisors, LLC 0.61% — 4,642 $1.3M
Chevy Chase Trust Holdings, LLC 0.00% Add +26.5% 4,621 $1.3M
Toronto Dominion Bank 0.00% Add +1622.0% 4,615 $1.3M
Plante Moran Financial Advisors, LLC 0.08% No change 4,607 $1.3M
Ascent Group, LLC 0.05% Reduce -3.6% 4,598 $1.3M
Choate Investment Advisors 0.03% Reduce -7.8% 4,571 $1.3M
Curi Capital, LLC 0.02% Reduce -52.6% 4,567 $1.3M
Whitener Capital Management, Inc. 0.31% Add +7.5% 4,542 $1.3M
New England Private Wealth Advisors LLC 0.17% Reduce -0.6% 4,530 $1.3M
Everett Harris & Co. 0.02% No change 4,525 $1.3M
Samalin Investment Counsel, LLC 0.44% Add +2.3% 4,524 $1.3M
Resolute Wealth Strategies, LLC 0.58% New 4,520 $1.3M
Brandywine Oak Private Wealth LLC 0.11% Add +0.1% 4,516 $1.3M
Athena Investment Management 0.66% No change 4,510 $1.3M
V2 Financial group LLC 0.70% No change 4,500 $1.3M
Financial & Tax Architects, LLC 0.28% Add +16.0% 4,489 $1.3M
Advisors Capital Management, LLC 0.02% Add +24.4% 4,464 $1.3M
Bearing Point Capital, LLC 0.22% No change 4,459 $1.3M
Lunt Capital Management, Inc. 0.48% Reduce -7.5% 4,447 $1.3M
Patriot Financial Group Insurance Agency, LLC 0.16% Reduce -46.1% 4,433 $1.2M
MRWM Advisors, LLC 0.71% Reduce -3.4% 4,427 $1.2M
Biltmore Family Office, LLC 0.18% Add +0.8% 4,418 $1.2M
Badgley Phelps Wealth Managers, LLC 0.03% Add +1.3% 4,410 $1.2M
Signature Wealth Management Partners, LLC 0.65% No change 4,408 $1.2M
First Manhattan Co. Llc. 0.00% Add +20.0% 4,407 $1.2M
Kaydan Wealth Management, Inc. 0.35% Add +0.5% 4,403 $1.2M
Seelaus Asset Management LLC 1.00% Add +0.2% 4,385 $1.2M
Raab & Moskowitz Asset Management LLC 0.28% Add +1.5% 4,382 $1.2M
Y.D. More Investments Ltd 0.07% Add +95.6% 4,382 $1.2M
Richard W. Paul & Associates, LLC 0.42% Reduce -5.0% 4,379 $1.2M
Spartan Planning & Wealth Management 0.96% Reduce -1.4% 4,371 $1.2M
Frisch Financial Group, Inc. 0.28% Add +62.3% 4,342 $1.2M
Alley Investment Management Company, LLC 0.14% No change 4,332 $1.2M
Coyle Financial Counsel LLC 0.28% No change 4,319 $1.2M
Hardy Reed LLC 0.09% No change 4,312 $1.2M
Broyhill Asset Management, LLC 1.06% No change 4,300 $1.2M
Colonial River Investments, LLC 0.44% Reduce -4.8% 4,266 $1.2M
Sather Financial Group Inc 0.07% Add +7.3% 4,262 $1.2M
BIP Wealth, LLC 0.06% Reduce -3.6% 4,249 $1.2M
Riggs Asset Managment Co. Inc. 0.26% Add +31.2% 4,247 $1.2M
Game Plan Financial Advisors, LLC 0.55% Add +1.2% 4,241 $1.2M
PDS Planning, Inc 0.08% Reduce -21.4% 4,236 $1.2M
Fjell Capital, LLC 1.05% Reduce -3.1% 4,219 $1.2M
ELCO Management Co., LLC 0.62% Add +10.5% 4,218 $1.2M
Bulltick Wealth Management, LLC 0.28% Reduce -8.2% 4,206 $1.2M
Cambria Investment Management, L.P. 0.07% Add +60.3% 4,204 $1.2M
Empowered Funds, LLC 0.01% Reduce -19.7% 4,204 $1.2M
Lavaca Capital LLC 0.21% No change 4,200 $1.2M
Pension & Wealth Management Advisors, Inc. 0.37% Reduce -5.7% 4,163 $1.2M
Pursue Wealth Partners LLC 0.64% No change 4,161 $1.2M
Lowery Thomas, LLC 0.67% Reduce -1.4% 4,144 $1.2M
Empire Financial Management Company, LLC 0.27% No change 4,143 $1.2M
Vanguard Group Inc. 0.00% Reduce -37.5% 4,138 $1.2M
Capital Square, LLC 0.59% Add +0.5% 4,129 $1.2M
Doliver Advisors, LP 0.30% Add +375.7% 4,129 $1.2M
Wilmington Savings Fund Society, FSB 0.03% Reduce -63.8% 4,119 $1.2M
MassMutual Private Wealth & Trust, FSB 0.03% No change 4,116 $1.2M
Perissos Private Wealth Management, LLC 0.84% New 4,093 $1.2M
Geometric Wealth Advisors 0.15% No change 4,078 $1.1M
Dana Investment Advisors, Inc. 0.03% Reduce -3.3% 4,036 $1.1M
Next Capital Management LLC 0.38% Add +1.4% 4,027 $1.1M
Delta Investment Management, LLC 0.20% No change 4,026 $1.1M
Plan Group Financial, LLC 0.30% New 4,025 $1.1M
WP Advisors, LLC 0.29% Reduce -0.8% 4,014 $1.1M
Invst, LLC 0.13% New 3,998 $1.1M
Beacon Financial Advisory LLC 0.26% Reduce -0.5% 3,995 $1.1M
Icon Wealth Advisors, LLC 0.08% Add +0.2% 3,993 $1.1M
Oldfather Financial Services, LLC 0.35% Add +13.7% 3,986 $1.1M
Compagnie Lombard Odier SCmA 0.01% No change 3,970 $1.1M
Autumn Glory Partners, LLC 0.46% Add +7.0% 3,965 $1.1M
Lewis Asset Management, LLC 0.46% Add +10.6% 3,951 $1.1M
First Wilshire Securities Management Inc. 0.30% No change 3,950 $1.1M
Eldridge Investment Advisors, Inc. 0.25% Reduce -0.6% 3,948 $1.1M
Dopkins Wealth Management, LLC 0.47% No change 3,927 $1.1M
Delta Capital Management LLC 0.58% No change 3,925 $1.1M
Family Capital Management, Inc. 0.53% Add +1.8% 3,906 $1.1M
Tidemark, LLC 0.32% Reduce -81.6% 3,906 $1.1M
Forza Wealth Management, LLC 0.42% No change 3,905 $1.1M
Independence Bank of Kentucky 0.14% Add +23.9% 3,899 $1.1M
Diversified Enterprises, LLC 0.07% Add +2.7% 3,899 $1.1M
MainStreet Investment Advisors LLC 0.15% No change 3,889 $1.1M
Goodman Advisory Group, LLC 0.27% Reduce -8.2% 3,885 $1.1M
Clark Capital Management Group, Inc. 0.01% Add +45.7% 3,885 $1.1M
Strategic Financial Concepts, LLC 0.16% Reduce -2.4% 3,871 $1.1M
HBK Sorce Advisory LLC 0.03% Add +9.7% 3,835 $1.1M
Summit Financial Consulting LLC 0.87% Add +19.8% 3,868 $1.1M
Welch & Forbes LLC 0.01% Add +2.9% 3,864 $1.1M
Alpha Cubed Investments, LLC 0.04% Add +4.6% 3,860 $1.1M
Benchmark Financial Wealth Advisors, LLC 0.33% Reduce -5.3% 3,857 $1.1M
Union Bancaire Privee, UBP SA 0.02% No change 3,887 $1.1M
Galvin, Gaustad & Stein, LLC 0.09% Reduce -0.2% 3,842 $1.1M
Smith, Moore & Co. 0.08% Add +0.3% 3,833 $1.1M
Gallagher Fiduciary Advisors, LLC 0.04% Reduce -81.6% 3,831 $1.1M
Financial Partners Group, Inc 0.13% Add +0.1% 3,828 $1.1M
Dale Q Rice Investment Management Ltd 0.76% Reduce -0.1% 3,717 $1.1M
Allie Family Office LLC 0.51% New 3,819 $1.1M
Kohmann Bosshard Financial Services, LLC 0.11% Add +0.2% 3,816 $1.1M
Camelot Technology Advisors, Inc. 0.86% Add +0.1% 3,810 $1.1M
AA Financial Advisors, LLC 0.21% New 3,807 $1.1M
WealthPlan Investment Management, LLC 0.07% Add +11.4% 3,801 $1.1M
Blue Trust, Inc. 0.01% Add +17.1% 3,801 $1.1M
Sapient Capital LLC 0.02% Reduce -8.6% 3,817 $1.1M
Aries Wealth Management 0.25% No change 3,795 $1.1M
Pines Wealth Management, LLC 0.36% Reduce -8.0% 3,782 $1.1M
Astra Wealth Partners LLC 0.74% Add +35.0% 3,777 $1.1M
Hill Island Financial LLC 0.27% No change 3,772 $1.1M
Sunflower Bank, N.A. 0.26% No change 3,771 $1.1M
Sawgrass Asset Management LLC 0.13% No change 3,771 $1.1M
Yarger Wealth Strategies, LLC 0.49% Add +0.1% 3,766 $1.1M
Severin Investments, LLC 0.94% Add +0.8% 3,763 $1.1M
PMG Wealth Management, Inc. 0.81% Reduce -9.7% 3,760 $1.1M
Disciplined Investments, LLC 0.42% Reduce -3.0% 3,737 $1.1M
MWA Asset Management 0.58% Reduce -3.2% 3,737 $1.1M
Blue Fin Capital, Inc. 0.16% Reduce -8.6% 3,712 $1.0M
Prostatis Group LLC 0.26% Reduce -1.8% 3,699 $1.0M
Virtu Financial LLC 0.06% Reduce -83.1% 3,692 $1.0M
Liberty Square Wealth Partners LLC 0.32% No change 3,688 $1.0M
Summit Financial Wealth Advisors, LLC 0.16% No change 3,649 $1.0M
Fearless Solutions, LLC dba Best Invest 0.66% Add +31.2% 3,672 $1.0M
Rossmore Private Capital 0.11% Add +0.7% 3,665 $1.0M
WJ Financial Advisors LLC 1.00% — 3,658 $1.0M
Aspiriant, LLC 0.03% Add +22.2% 3,655 $1.0M
Signature Estate & Investment Advisors LLC 0.02% Add +6.7% 3,654 $1.0M
Saxony Capital Management, LLC 0.68% Add +1.9% 3,640 $1.0M
Tranquility Partners, LLC 0.34% Reduce -1.0% 3,615 $1.0M
Stuart Chaussee & Associates, Inc. 0.22% No change 3,614 $1.0M
Regent Peak Wealth Advisors LLC 0.20% — 3,613 $1.0M
Carret Asset Management, LLC 0.10% Add +0.8% 3,604 $1.0M
Intrepid Financial Planning Group LLC 0.39% Reduce -4.0% 3,603 $1.0M
First International Bank of Israel Ltd. 0.58% Add +0.9% 3,597 $1.0M
Axim Planning & Wealth 0.81% Reduce -1.3% 3,593 $1.0M
Alpha Wealth Funds, LLC 0.83% Reduce -9.3% 3,590 $1.0M
Avalon Trust Co 0.07% Add +47.0% 3,588 $1.0M
Matthew Goff Investment Advisor, LLC 0.17% Reduce -0.1% 3,568 $1.0M
Ascentis Independent Advisors 0.17% Reduce -4.7% 3,560 $1.0M
Smith Salley Wealth Management 0.05% Reduce -1.8% 3,549 $1.0M
Journey Strategic Wealth LLC 0.03% Reduce -13.5% 3,537 $997K
Alpha Zero LLC 0.58% Add +0.1% 3,527 $994K
Sterling Investment Management, LLC 0.60% Reduce -5.0% 3,527 $994K
Vident Advisory, LLC 0.01% Add +138.0% 3,527 $994K
Strategic Wealth Partners, Ltd. 0.07% Reduce -31.1% 3,507 $988K
Alpine Woods Capital Investors, LLC 0.23% No change 3,500 $987K
FAS Wealth Partners, Inc. 0.07% Add +0.1% 3,493 $984K
Global Strategic Investment Solutions, LLC 0.10% Add +0.1% 3,489 $983K
Councilmark Asset Management, LLC 0.56% No change 3,470 $978K
Secure Asset Management, LLC 0.16% Reduce -11.4% 3,431 $976K
Haven Private, LLC 0.43% Add +5.5% 3,458 $975K
Boston Trust Walden Corp 0.01% Add +9.2% 3,440 $970K
Endeavor Private Wealth, Inc. 0.30% Add +223.4% 3,431 $967K
WorthPointe, LLC 0.36% New 3,426 $966K
LaFleur & Godfrey LLC 0.12% No change 3,425 $965K
Oxford Financial Group, LTD. LLC 0.05% No change 3,405 $960K
Main Street Financial Solutions, LLC 0.06% Add +8.8% 3,395 $957K
Hubbell Strickland Wealth Management, LLC 0.39% Reduce -0.1% 3,395 $957K
Warner Financial, Inc. 0.36% Add +0.0% 3,393 $956K
Mascagni Wealth Management, Inc. 0.74% Add +0.6% 3,391 $956K
Milestone Asset Management, LLC 0.18% Reduce -7.2% 3,382 $953K
Evergreen Capital Management LLC 0.02% Add +9.0% 3,377 $952K
Breakwater Capital Group 0.14% Reduce -1.1% 3,376 $952K
HUB Investment Partners, LLC 0.04% Add +30.7% 3,376 $951K
Pacific Wealth Strategies Group, Inc. 0.58% Reduce -12.9% 3,369 $950K
Midland Wealth Advisors, LLC 0.05% No change 3,364 $948K
PUREfi Wealth, LLC 0.73% No change 3,360 $947K
Charles Schwab Trust Co 0.06% Reduce -0.0% 3,356 $946K
Investmark Advisory Group LLC 0.41% Add +0.1% 3,354 $945K
Bluespring Wealth Management, LLC 0.08% Reduce -15.2% 3,352 $945K
Inscription Capital, LLC 0.10% Add +9.8% 3,350 $944K
UMB Bank, n.a. 0.01% Reduce -21.4% 3,349 $944K
HTG Investment Advisors, Inc. 0.32% No change 3,339 $941K
Beaumont Financial Advisors, LLC 0.06% Reduce -4.8% 3,339 $941K
Amplius Wealth Advisors, LLC 0.08% Reduce -17.7% 3,330 $939K
Nvwm, LLC 0.21% Reduce -2.0% 3,325 $937K
GAMMA Investing LLC 0.05% Add +7.2% 3,313 $934K
Vectors Research Management, LLC 0.29% Add +16.4% 3,311 $933K
Financial Freedom, LLC 0.46% Add +0.1% 3,287 $927K
Strait & Sound Wealth Management LLC 0.36% No change 3,286 $926K
Prosperity Wealth Management, Inc. 0.31% Reduce -9.5% 3,280 $925K
Welch Group, LLC 0.04% Add +0.2% 3,276 $923K
Princeton Global Asset Management LLC 0.15% Reduce -7.2% 3,273 $923K
Cornell Pochily Investment Advisors, Inc. 0.27% Add +0.0% 3,266 $920K
Tradewinds Capital Management, LLC 0.21% Reduce -0.7% 3,262 $919K
Great Lakes Advisors, LLC 0.01% No change 3,261 $919K
Wealth Group Ltd 0.21% Reduce -7.1% 3,258 $918K
Roman Butler Fullerton & Co. 0.25% Add +10.2% 3,007 $915K
PBMares Wealth Management LLC 0.15% Add +24.2% 3,232 $911K
Fortis Advisors, LLC 0.52% Add +11.7% 3,215 $906K
Empirical Asset Management, LLC 0.25% Add +0.5% 3,206 $904K
Royal Fund Management, LLC 0.11% Reduce -8.0% 3,185 $901K
D L Carlson Investment Group Inc. 0.15% Reduce -77.0% 3,188 $899K
Pictet North America Advisors SA 0.08% No change 3,187 $898K
Private Client Services, LLC 0.30% Reduce -17.6% 3,181 $897K
17 Capital Partners, LLC 0.49% Reduce -0.3% 3,178 $896K
Mason & Associates Inc 0.18% Add +0.1% 3,166 $892K
DSG Capital Advisors, LLC 0.14% Reduce -5.0% 3,147 $887K
Winthrop Advisory Group LLC 0.08% Reduce -1.0% 3,145 $886K
Banque Pictet & Cie SA 0.01% No change 3,140 $885K
Silverlake Wealth Management LLC 0.22% Add +92.0% 3,139 $885K
LaSalle St. Investment Advisors, LLC 0.16% Add +19.1% 3,127 $881K
FSB Premier Wealth Management, Inc. 0.29% Add +10.2% 3,121 $880K
Ignite Planners, LLC 0.14% Reduce -2.2% 3,108 $876K
Ellis Investment Partners, LLC 0.16% Reduce -1.3% 3,104 $875K
Obermeyer Wealth Partners 0.04% No change 3,104 $875K
Lantern Wealth Advisors, LLC 0.46% Reduce -42.8% 3,100 $874K
Harvey Capital Management Inc. 0.18% Reduce -1.1% 3,075 $867K
Vestmark Advisory Solutions, Inc. 0.02% Reduce -96.2% 3,074 $867K
Buska Wealth Management, LLC 0.26% Reduce -1.1% 3,072 $866K
St Germain D J Co. Inc. 0.03% No change 3,053 $861K
Acorn Financial Advisory Services Inc. 0.13% No change 3,032 $855K
Vermillion Wealth Management, Inc. 0.23% Add +0.4% 3,027 $853K
Triad Wealth Partners, LLC 0.11% Add +191.0% 3,018 $851K
Sonora Investment Management Group, LLC 0.06% Add +0.0% 3,001 $846K
Global Endowment Management, LP 0.11% No change 3,000 $846K
Sovereign Financial Group, Inc. 0.16% Add +5.3% 2,997 $845K
Pasadena Private Wealth, LLC 0.12% Add +10.6% 2,996 $844K
Truvestments Capital LLC 0.15% Add +2.8% 2,996 $844K
Balefire, LLC 0.17% Reduce -9.3% 2,985 $841K
Oxler Private Wealth LLC 0.24% Add +0.1% 2,977 $839K
LeClair Wealth Partners LLC 0.52% Reduce -4.1% 2,973 $838K
Rebalance, LLC 0.05% Add +0.1% 2,972 $838K
WASHINGTON TRUST Co 0.03% No change 2,950 $831K
Hanover Advisors Inc. 0.32% Reduce -0.2% 2,946 $830K
Comprehensive Financial Planning, Inc. 0.57% Add +14.7% 2,946 $830K
Embree Financial Group 0.11% Reduce -3.2% 2,940 $829K
PCG Wealth Advisors, LLC 0.24% No change 2,939 $828K
Arista Wealth Management, LLC 0.10% No change 2,934 $827K
HRC Wealth Management, LLC 0.40% Add +0.9% 2,929 $826K
Trail Ridge Investment Advisors, LLC 0.37% Add +91.9% 2,923 $824K
Brass Tax Wealth Management, Inc. 0.14% Reduce -12.7% 2,912 $821K
Personal Cfo Solutions, LLC 0.14% Reduce -27.9% 2,911 $821K
Heritage Family Offices, LLP 0.38% Add +0.2% 2,910 $820K
Clare Market Investments LLC 0.16% Add +6.1% 2,907 $819K
Clear Harbor Asset Management, LLC 0.06% Add +19.6% 2,900 $817K
Nvest Financial, LLC 0.47% Reduce -3.4% 2,896 $816K
Burford Brothers, Inc. 0.35% Add +10.4% 2,895 $816K
Lifeworks Advisors, LLC 0.11% Add +1.7% 2,895 $816K
SOL Capital Management CO 0.07% Reduce -38.4% 2,891 $815K
Daymark Wealth Partners, LLC 0.03% Reduce -14.1% 2,871 $809K
Waddell & Associates, LLC 0.07% Add +193.5% 2,862 $807K
High Net Worth Advisory Group LLC 0.19% Add +0.0% 2,861 $807K
O'Brien Wealth Partners LLC 0.11% No change 2,860 $806K
Farmers & Merchants Investments Inc. 0.02% Add +0.1% 2,856 $805K
Accredited Investors Inc. 0.04% No change 2,855 $805K
North Capital, Inc. 0.62% No change 2,853 $804K
Baldwin Investment Management, LLC 0.09% No change 2,850 $803K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -41.3% 2,849 $803K
Aviance Capital Partners, LLC 0.09% Add +18.5% 2,822 $795K
Brady Family Wealth, LLC 0.25% Add +1.0% 2,821 $795K
First Commonwealth Financial Corp 0.13% Add +3.3% 2,820 $795K
Private Wealth Partners, LLC 0.06% No change 2,817 $794K
Worth Financial Advisory Group, LLC 0.44% Reduce -0.1% 2,808 $792K
FLC Capital Advisors 0.15% No change 2,798 $789K
Obsidian Personal Planning Solutions LLC 0.27% Reduce -0.5% 2,618 $787K
Integrated Financial Solutions, Inc. 0.54% Reduce -9.6% 2,793 $787K
Root Financial Partners, LLC 0.05% Add +16.1% 2,792 $787K
Raleigh Capital Management Inc. 0.30% Add +278500.0% 2,786 $785K
New Century Financial Group, LLC 1.39% Add +0.2% 2,767 $780K
Roof Eidam Maycock Peralta, LLC 0.19% Add +187.5% 2,760 $778K
Sovran Advisors, LLC 0.07% Reduce -7.9% 2,587 $777K
Hazlett, Burt & Watson, Inc. 0.27% Reduce -4.7% 2,757 $776K
OneAscent Family Office, LLC 0.63% Add +20.2% 2,742 $773K
MBL Wealth, LLC 0.07% Reduce -16.8% 2,734 $771K
Penobscot Investment Management Company, Inc. 0.06% No change 2,732 $770K
Asset Management Group, Inc. 0.13% Add +0.1% 2,729 $769K
Sandbox Financial Partners, LLC 0.22% Reduce -2.5% 2,720 $767K
Liberty Wealth Management LLC 0.11% Add +0.4% 2,706 $763K
Juncture Wealth Strategies, LLC 0.26% Add +78.5% 2,703 $762K
Pinnacle Wealth Planning Services, Inc. 0.09% No change 2,703 $762K
Texas Yale Capital Corp. 0.02% No change 2,701 $761K
Bernard Wealth Management Corp. 0.32% Add +191.7% 2,698 $760K
TCFG Wealth Management, LLC 0.30% Add +1.0% 2,698 $760K
Global Wealth Strategies & Associates 0.20% Add +45.5% 2,691 $758K
Facet Wealth, Inc. 0.02% Add +140.4% 2,690 $758K
Parkside Financial Bank & Trust 0.06% No change 2,687 $757K
Klingman & Associates, LLC 0.04% No change 2,680 $755K
Claro Advisors Inc. 0.11% Add +17.7% 2,665 $751K
Lodestone Wealth Management LLC 0.34% Add +5.5% 2,663 $750K
QRG Capital Management, Inc. 0.01% Reduce -61.9% 2,658 $749K
STAR Financial Bank 0.44% Reduce -0.2% 2,656 $749K
Ackerman Capital Advisors, LLC 0.16% No change 2,647 $746K
McAdam, LLC 0.04% Reduce -23.7% 2,644 $745K
Flagship Wealth Advisors, LLC 0.25% Reduce -1.0% 2,643 $745K
American Financial Advisors, LLC 0.10% Add +2.4% 2,642 $745K
Northeast Investment Management 0.03% Reduce -0.5% 2,638 $744K
Diversified Trust Co. 0.01% Add +113.1% 2,638 $744K
Investment Partners Asset Management, Inc. 0.49% Reduce -2.6% 2,630 $741K
Alesco Advisors, LLC, An ESL Co 0.02% Add +10.5% 2,629 $741K
Mindset Wealth Management, LLC 0.20% No change 2,629 $741K
Trexquant Investment LP 0.01% Add +30.2% 2,627 $740K
Prospect Financial Services LLC 0.42% Add +14.2% 2,619 $738K
First Foundation Advisors 0.03% No change 2,613 $737K
First Command Advisory Services, Inc. 0.01% Add +12.1% 2,610 $736K
Gryphon Financial Partners LLC 0.08% No change 2,599 $733K
Lumbard & Kellner, LLC 0.27% No change 2,599 $733K
Tandem Financial, LLC 0.27% New 2,596 $732K
Platform Technology Partners 0.18% Add +0.0% 2,592 $731K
Burling Wealth Partners, LLC 0.12% Add +3.9% 2,591 $730K
American State Bank (Iowa) 0.37% No change 2,587 $729K
Jackson Hole Capital Partners, LLC 0.12% Add +0.7% 2,584 $728K
Apriem Advisors 0.07% No change 2,583 $728K
WealthPLAN Partners, LLC 0.11% Add +5.5% 2,582 $728K
Confluence Wealth Services, Inc. 0.04% Add +2.8% 2,577 $726K
SageView Advisory Group, LLC 0.03% Reduce -1.1% 2,570 $724K
L & S Advisors Inc 0.08% No change 2,562 $722K
Taylor & Morgan Wealth Management, LLC 0.44% Reduce -0.0% 2,559 $721K
Aspen Investment Management Inc 0.28% Reduce -4.0% 2,553 $720K
Ellevest, Inc. 0.10% No change 2,554 $720K
Advance Capital Management, Inc. 0.03% No change 2,550 $719K
Diligent Investors, LLC 0.18% No change 2,548 $718K
Lynx Investment Advisory 0.43% Add +2.2% 2,541 $716K
Cozad Asset Management Inc. 0.06% Add +0.3% 2,526 $712K
Apella Capital, LLC 0.02% Reduce -0.8% 2,495 $710K
Hanson & Doremus Investment Management 0.09% Reduce -0.2% 2,514 $709K
LS Investment Advisors, LLC 0.10% No change 2,500 $705K
Woodstock Corp. 0.06% No change 2,500 $705K
Goelzer Investment Management, Inc. 0.04% Add +1.6% 2,480 $699K
Trust Co. of Vermont 0.03% Add +1.2% 2,479 $699K
Performance Wealth Partners, LLC 0.02% Add +0.8% 2,461 $694K
Community Bank, N.A. 0.08% Reduce -7.2% 2,460 $693K
Heritage Trust Co 0.07% No change 2,456 $692K
Comprehensive Financial Consultants Institutional, Inc. 0.21% Reduce -1.0% 2,446 $689K
Mayflower Financial Advisors, LLC 0.09% Reduce -1.1% 2,444 $689K
Beacon Capital Management, LLC 0.10% Reduce -0.9% 2,443 $689K
Gallacher Capital Management LLC 0.27% Reduce -0.9% 2,432 $686K
Wellington Shields & Co., LLC 0.18% No change 2,431 $685K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 2,354 $681K
Welch Capital Partners LLC 0.14% No change 2,390 $674K
Physician Wealth Advisors, Inc. 0.10% Add +0.1% 2,380 $671K
Berman McAleer LLC 0.09% — 2,375 $669K
Dagco, Inc. 0.17% Add +0.2% 2,370 $668K
Quadrant Capital Group LLC 0.02% Reduce -4.4% 2,367 $667K
Insight Advisors, LLC/ PA 0.10% Add +7.3% 2,366 $667K
TrueWealth Advisors, LLC 0.18% Add +0.6% 2,365 $667K
Stonegate Investment Group, LLC 0.02% No change 2,360 $665K
Meridian Financial Advisors, LLC 0.37% Add +0.5% 2,356 $664K
WealthBridge Capital Management, LLC 0.16% No change 2,347 $662K
Elevated Capital Advisors, LLC 0.16% Reduce -3.8% 2,344 $661K
Armstrong Advisory Group, Inc. 0.05% Add +31.3% 2,339 $659K
Gsa Capital Partners LLP 0.05% No change 2,338 $659K
Tolleson Wealth Management, Inc. 0.10% No change 2,334 $658K
Coldstream Capital Management Inc. 0.01% Reduce -17.3% 2,313 $652K
Leavell Investment Management, Inc. 0.03% Reduce -0.2% 2,308 $651K
Holderness Investments Co. 0.13% Add +4.3% 2,305 $650K
Mine & Arao Wealth Creation & Management, LLC. 0.26% No change 2,304 $649K
HM Payson & Co. 0.01% No change 2,289 $645K
Clearwater Capital Advisors, LLC 0.05% Reduce -9.7% 2,284 $644K
Phillips Financial Management, LLC 0.04% Add +135.2% 2,284 $644K
Dearborn Partners LLC 0.03% No change 2,284 $644K
BNC Wealth Management, LLC 0.16% Reduce -0.4% 2,282 $643K
Northeast Financial Group, Inc. 0.16% Reduce -1.5% 2,278 $642K
Intrust Bank NA 0.05% Reduce -46.4% 2,276 $642K
Breakwater Investment Management 0.24% No change 2,273 $641K
Traction Financial Partners, LLC 0.39% Reduce -0.6% 2,266 $639K
Black Maple Capital Management LP 0.46% No change 2,260 $637K
RPS Advisory Solutions LLC 0.31% New 2,254 $635K
Naples Global Advisors, LLC 0.05% Add +165.4% 2,253 $635K
180 Wealth Advisors, LLC 0.08% Reduce -33.4% 2,250 $634K
Granite Bay Wealth Management, LLC 0.17% Reduce -15.1% 2,250 $634K
JDM Financial Group LLC 0.27% Add +23.9% 2,248 $634K
Gray Private Wealth, LLC 0.32% No change 2,235 $630K
Mairs & Power Inc. 0.01% Reduce -47.4% 2,235 $630K
Fusion Capital, LLC 0.18% Reduce -2.5% 2,094 $630K
Bellecapital International Ltd. 0.10% Reduce -9.8% 2,230 $629K
Cottage Street Advisors LLC 0.27% Add +0.1% 2,222 $626K
Brick & Kyle, Associates 0.23% Reduce -0.8% 2,222 $626K
SOA Wealth Advisors, LLC. 0.10% Add +0.1% 2,211 $623K
Valley Wealth Managers, Inc. 0.04% Add +7.9% 2,185 $616K
Centurion Wealth Management LLC 0.14% Reduce -54.7% 2,183 $615K
First International Bank & Trust 0.21% No change 2,178 $614K
First Nebraska Trust Co 0.06% No change 2,175 $613K
Latitude Advisors, LLC 0.28% Add +0.1% 2,172 $612K
Oakwell Private Wealth Management, LLC 0.12% Add +20.1% 2,171 $612K
Addison Advisors LLC 0.14% No change 2,166 $611K
Paladin Advisory Group, LLC 0.48% No change 2,165 $610K
Smith & Howard Wealth Management, LLC 0.14% Reduce -0.2% 2,157 $608K
SouthState Bank Corp 0.03% Reduce -34.5% 2,146 $605K
Mirador Capital Partners LP 0.09% Add +8.6% 2,145 $605K
Kendall Capital Management 0.14% Add +12.0% 2,143 $604K
Avalon Capital Management 0.15% Reduce -33.0% 2,131 $601K
CRA Financial Services, LLC 0.08% Add +0.1% 2,130 $600K
Vicus Capital 0.05% Add +0.1% 2,122 $598K
Canal Capital Management, LLC 0.09% Add +0.8% 2,120 $598K
Ascent Wealth Partners, LLC 0.07% Add +15.0% 2,290 $597K
Traynor Capital Management, Inc. 0.03% Reduce -1.3% 2,108 $594K
Moisand Fitzgerald Tamayo, LLC 0.07% No change 2,107 $594K
Two West Capital Advisors LLC 0.36% Add +20.6% 2,023 $594K
Pinnacle Bancorp, Inc. 0.18% No change 2,104 $593K
Magnolia Private Wealth, LLC 0.43% No change 2,095 $590K
Frazier Financial Advisors, LLC 0.36% Add +10.3% 2,092 $590K
Global Financial Private Client, LLC 0.21% No change 2,092 $590K
Bedell Frazier Investment Counselling, LLC 0.12% Add +93.7% 2,090 $589K
TBH Global Asset Management, LLC 0.11% New 2,084 $587K
Talisman Wealth Advisors LLC 0.48% Reduce -4.6% 2,066 $582K
Hoxton Planning & Management, LLC 0.19% Reduce -14.0% 2,063 $581K
Longview Financial Advisors LLC 0.33% No change 2,056 $580K
Shufro Rose & Co. LLC 0.05% No change 2,802 $579K
Yeomans Consulting Group, Inc. 0.20% Reduce -1.6% 2,031 $578K
Cypress Asset Management Inc. 0.13% Reduce -6.8% 2,044 $576K
Hantz Financial Services, Inc. 0.01% Reduce -3.2% 2,040 $575K
Farmers National Bank 0.13% Reduce -4.5% 2,016 $568K
Brueske Advisory Services, LLC 0.31% No change 2,015 $568K
Thoroughbred Financial Services, LLC 0.04% Reduce -11.3% 2,012 $567K
Trust Co. of Oklahoma 0.17% Reduce -0.9% 2,007 $566K
Stanich Group LLC 0.35% Add +2.5% 1,999 $564K
Gruss & Co., LLC 1.47% Add +33.3% 2,000 $564K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.84% New 2,000 $564K
Seven Mile Advisory 0.09% No change 2,000 $564K
Keystone Financial Services 0.17% Reduce -2.0% 1,995 $562K
Archer Investment Corp 0.13% No change 1,994 $562K
NorthCrest Asset Manangement, LLC 0.01% Reduce -1.9% 1,955 $559K
Congress Asset Management Co. 0.00% No change 1,980 $558K
Libra Wealth LLC 0.17% No change 1,975 $557K
Harmony Asset Management LLC 0.19% Add +13.4% 1,968 $555K
FSM Wealth Advisors, LLC 0.08% No change 1,964 $554K
Townsend Asset Management Corp. /NC/ 0.20% Reduce -11.9% 1,952 $550K
LexAurum Advisors, LLC 0.08% Reduce -0.6% 1,946 $549K
SummitTX Capital, L.P. 0.02% New 1,946 $549K
Register Financial Advisors LLC 0.22% Reduce -11.4% 1,942 $547K
SlateStone Wealth, LLC 0.05% Reduce -0.3% 1,942 $547K
Mainstream Capital Management LLC 0.36% Reduce -0.4% 1,938 $546K
Marex Group Ltd 0.01% New 1,928 $543K
White Lighthouse Investment Management Inc. 0.08% Add +0.3% 1,923 $542K
IPG Investment Advisors LLC 0.10% No change 1,923 $542K
Sulzberger Capital Advisors, Inc. 0.60% Reduce -38.1% 1,920 $541K
Continuum Advisory, LLC 0.06% Add +9.6% 1,917 $540K
Crux Wealth Advisors 0.21% Add +47.2% 1,909 $538K
Gemmer Asset Management LLC 0.04% Add +58.0% 1,906 $537K
JGP Wealth Management, LLC 0.06% Reduce -7.2% 1,860 $532K
MCF Advisors LLC 0.03% Reduce -55.7% 1,888 $532K
Floyd Financial Group LLC 0.39% Add +0.1% 1,862 $531K
Grove Bank & Trust 0.06% Add +167.9% 1,875 $528K
McIlrath & Eck, LLC 0.05% Add +0.1% 1,870 $527K
Compass Wealth Management LLC 0.12% Reduce -2.6% 1,868 $527K
Paragon Capital Management LLC 0.25% No change 1,863 $525K
WT Wealth Management 0.15% No change 1,861 $525K
FCG Investment Co 0.25% Add +36.0% 1,859 $524K
Integrated Capital Management, LLC 0.23% Add +3.9% 1,752 $524K
Huntleigh Advisors, Inc. 0.09% No change 1,856 $523K
Waldron Private Wealth LLC 0.02% No change 1,854 $523K
Atlantic Edge Private Wealth Management, LLC 0.13% No change 1,853 $522K
BCS Wealth Management 0.12% No change 1,852 $522K
Harbor Asset Planning, Inc. 0.47% Add +0.1% 1,846 $521K
Collaborative Wealth Managment Inc. 0.21% Reduce -20.9% 1,847 $521K
Outlook Wealth Advisors, LLC 0.13% Add +6.1% 1,845 $520K
Clear Creek Financial Management, LLC 0.04% Add +48.3% 1,840 $519K
Activest Wealth Management 0.10% Add +3.9% 1,835 $517K
Darden Wealth Group Inc 0.27% Add +11.6% 1,833 $517K
MinichMacGregor Wealth Management, LLC 0.10% New 1,831 $516K
Glass Jacobson Investment Advisors llc 0.19% No change 1,828 $515K
Affiance Financial, LLC 0.09% Add +5.5% 1,826 $515K
Cathy Pareto & Associates, Inc. 0.39% Reduce -2.9% 1,822 $514K
Manhattan West Asset Management, LLC 0.11% Reduce -10.8% 1,822 $514K
Avantra Family Wealth, Inc. 0.38% Add +15.7% 1,822 $513K
Alaethes Wealth, LLC 0.15% Reduce -0.8% 1,818 $512K
Arlington Capital Management, Inc. 0.33% Add +6.4% 1,813 $511K
Private Capital Advisors, Inc. 0.06% No change 1,813 $511K
Guyasuta Investment Advisors Inc. 0.03% Add +22.3% 1,807 $509K
Topsail Wealth Management, LLC 0.09% No change 1,806 $509K
Creekside Partners 0.22% Add +0.1% 1,805 $509K
Hall Capital Management Co. Inc. 0.20% No change 1,800 $507K
Schneider Downs Wealth Management Advisors, LP 0.06% Add +0.1% 1,800 $507K
WealthTrust Axiom LLC 0.14% No change 1,797 $507K
North Star Asset Management Inc. 0.02% Reduce -73.7% 1,795 $506K
Romano Brothers and Company 0.06% No change 1,793 $505K
LCNB Corp. 0.18% Reduce -85.3% 1,790 $505K
Burney Co./ 0.02% Reduce -20.0% 1,790 $505K
Slagle Financial, LLC 0.18% Add +0.1% 1,789 $504K
Nicholas Hoffman & Company, LLC. 0.01% New 1,783 $503K
Tanglewood Legacy Advisors, LLC 0.19% No change 1,780 $502K
Bell Investment Advisors, Inc 0.08% No change 1,779 $501K
Angeles Wealth Management, LLC 0.03% No change 1,778 $501K
Cary Street Partners Investment Advisory LLC 0.21% Reduce -9.4% 1,777 $501K
Betterment LLC 0.00% Reduce -2.5% 1,773 $500K
KFG Wealth Management, LLC 0.07% No change 1,774 $500K
Charter Oak Capital Management, LLC 0.04% Add +5.4% 1,768 $498K
Intrepid Capital Management Inc. 0.24% New 1,764 $497K
Meeder Advisory Services, Inc. 0.02% Add +4.8% 1,764 $497K
Wilkins Miller Wealth Management, LLC 0.31% Add +0.1% 1,761 $497K
Home Federal Bank of Tennessee 0.13% No change 1,760 $496K
MIdWestOne Financial Group, Inc. 0.06% No change 1,757 $495K
Standard Family Office LLC 0.53% No change 1,744 $492K
Cape Investment Advisory, Inc. 0.48% Reduce -12.2% 1,739 $490K
Lowe Brockenbrough & Co. Inc. 0.03% No change 1,737 $490K
1ST Source Bank 0.03% No change 1,736 $489K
Financial Council, LLC 0.22% No change 1,733 $488K
Ridgewood Investments LLC 0.21% Add +46.3% 2,216 $487K
Cabana LLC 2.98% Reduce -5.2% 1,725 $487K
Vantage Financial Partners, LLC 0.10% Add +14.6% 1,723 $486K
Guidance Point Advisors, LLC 0.12% Reduce -16.5% 1,716 $484K
TruWealth Advisors, LLC 0.02% Add +0.1% 1,709 $482K
Crescent Sterling, Ltd. 0.51% Add +24.6% 1,707 $481K
Viawealth, LLC 0.26% Reduce -0.7% 1,706 $481K
Trinity Financial Advisors LLC 0.14% No change 1,706 $481K
T. Rowe Price Associates Inc. 0.00% No change 1,700 $480K
Client First Investment Management LLC 0.24% Add +18.6% 1,701 $479K
Accel Wealth Management 0.14% Add +1.9% 1,699 $479K
Asset Allocation Strategies LLC 0.09% Reduce -10.7% 1,693 $477K
Maseco LLP 0.02% No change 1,688 $476K
Beacon Financial Group 0.05% No change 1,688 $476K
Adamsbrown Wealth Consultants LLC 0.13% Add +0.1% 1,685 $475K
Semitam Bonam LLC 0.42% No change 1,675 $472K
Cape Cod Five Cents Savings Bank 0.04% No change 2,088 $471K
WMG Financial Advisors, LLC 0.16% Add +4.9% 1,672 $471K
Legacy Financial Group, Inc. 0.13% Reduce -1.4% 1,668 $470K
SJS Investment Consulting Inc. 0.06% Add +150.1% 1,658 $467K
Procyon Advisors, LLC 0.03% Reduce -1.0% 1,651 $465K
SS&H Financial Advisors, Inc. 0.14% Reduce -15.1% 1,641 $463K
Birch Hill Investment Advisors LLC 0.02% New 1,638 $462K
IMA Advisory Services, Inc. 0.05% No change 1,638 $462K
Florida Trust Wealth Management Co 0.01% No change 1,634 $461K
Ruggaard & Associates LLC 0.17% No change 1,623 $457K
Everhart Financial Group, Inc. 0.05% Add +0.3% 1,621 $457K
Goldstone Financial Group, LLC 0.05% No change 1,617 $456K
Geneva Partners, LLC 0.17% Reduce -1.0% 1,610 $454K
Cadence Wealth Management LLC 0.24% Add +3.0% 1,607 $453K
Old North State Trust, LLC 0.27% No change 1,597 $450K
Integrated Investment Consultants, LLC 0.08% Reduce -8.2% 1,594 $449K
Vishria Bird Financial Group, LLC 0.09% No change 1,586 $447K
Douglass Winthrop Advisors, LLC 0.01% No change 1,586 $447K
VERITY Wealth Advisors 0.28% No change 1,575 $444K
Titleist Asset Management, LLC 0.04% Add +11.6% 1,574 $444K
Rice Partnership, LLC 0.06% No change 1,573 $443K
Stevens Capital Partners 0.13% Reduce -4.9% 1,567 $442K
Fonville Wealth Management LLC 0.10% Reduce -1.0% 1,561 $440K
Pathway Financial Advisers, LLC 0.13% Add +0.5% 1,568 $440K
Montis Financial, LLC 0.10% Reduce -34.0% 1,559 $439K
Gries Financial LLC 0.07% Reduce -0.3% 1,558 $439K
Clarus Group, Inc. 0.15% No change 1,553 $438K
Lincoln Capital Corp. 0.16% No change 1,553 $438K
Asset Planning Services Inc. /La/ 0.18% No change 1,550 $437K
Coordinated Financial Services, Inc. 0.28% Reduce -6.9% 1,550 $437K
Carl P. Sherr & Co., LLC 0.21% No change 1,550 $437K
Mitchell Sinkler & Starr 0.20% No change 1,550 $437K
Parthenon LLC 0.05% Reduce -6.1% 1,550 $437K
Iyo Bank, Ltd. 0.16% No change 1,549 $437K
Centric Wealth Management 0.10% Reduce -72.6% 1,451 $436K
Nicolet Bankshares Inc. 0.07% No change 1,545 $435K
Primoris Wealth Advisors, LLC 0.28% No change 1,541 $434K
Ironwood Investment Counsel, LLC 0.06% Reduce -0.5% 1,540 $434K
Evernest Financial Advisors, LLC 0.12% Add +42.8% 1,535 $433K
Clark Wealth Partners 0.26% Add +111.2% 2,990 $430K
JT Stratford LLC 0.06% Add +0.1% 1,525 $430K
Tennessee Valley Asset Management Partners 0.06% Add +4.9% 1,523 $429K
RTD Financial Advisors, Inc. 0.05% Add +1.1% 1,518 $428K
Banque Cantonale Vaudoise 0.02% Reduce -1.7% 1,513 $427K
Optivise Advisory Services LLC 0.25% Reduce -1.8% 1,512 $426K
Braun-Bostich & Associates Inc. 0.27% Reduce -88.9% 1,505 $424K
Octavia Wealth Advisors, LLC 0.04% Add +15.6% 1,503 $424K
First American Bank 0.03% No change 1,502 $423K
Cooper Financial Group 0.05% Reduce -24.6% 1,500 $423K
Missouri Trust & Investment Co 0.13% No change 1,500 $423K
Chatham Capital Group, Inc. 0.06% No change 1,500 $423K
Wealth Quarterback LLC 0.16% Add +16.1% 1,496 $422K
Wela Strategies, Inc. 0.16% Reduce -10.5% 1,492 $420K
MPWM Advisory Solutions, LLC 0.25% Add +0.7% 1,491 $420K
Impact Partnership Wealth, LLC 0.06% Add +31.7% 1,486 $419K
Aprio Wealth Management, LLC 0.04% Reduce -1.8% 1,484 $418K
Williams & Novak, LLC 0.32% Reduce -9.7% 1,478 $417K
ALM First Financial Advisors, LLC 0.08% No change 1,806 $416K
WealthTrust Asset Management, LLC 0.29% Reduce -1.3% 1,473 $415K
City National Bank of Florida 0.27% No change 1,472 $415K
Capital Advisors Wealth Management, LLC 0.06% Add +25.7% 1,469 $414K
Southland Equity Partners LLC 0.08% Add +0.1% 1,465 $413K
Copia Wealth Management 0.30% Add +0.8% 1,456 $410K
Shared Vision Wealth Group LLC 0.17% No change 1,432 $409K
StrongBox Wealth, LLC 0.14% Add +0.4% 1,449 $409K
Norden Group LLC 0.04% No change 1,448 $408K
Ethic Inc. 0.01% No change 1,445 $407K
Paulson Wealth Management Inc. 0.10% Reduce -11.6% 1,442 $406K
Caldwell Sutter Capital, Inc. 0.17% No change 1,440 $406K
Measured Risk Portfolios, Inc. 0.44% Reduce -12.8% 1,433 $404K
Coppell Advisory Solutions LLC 0.04% Reduce -26.7% 1,441 $404K
BLVD Private Wealth, LLC 0.35% Reduce -6.4% 1,430 $403K
Greenwich Wealth Management LLC 0.02% Reduce -1.4% 1,430 $403K
Iron Gate Global Advisors LLC 0.04% No change 1,430 $403K
Trust Point Inc. 0.03% Reduce -9.3% 1,426 $402K
International Private Wealth Advisors LLC 0.25% Add +24.7% 1,423 $401K
Essex Financial Services, Inc. 0.02% No change 1,422 $401K
Farrell Financial LLC 0.25% Add +0.1% 1,422 $401K
Aldebaran Financial Inc. 0.40% Reduce -1.1% 1,416 $399K
Tufton Capital Management 0.07% No change 1,419 $399K
CPC Advisors, LLC 0.04% New 1,413 $398K
TFB Advisors LLC 0.12% Reduce -11.1% 1,414 $398K
Howard Financial Services, LTD. 0.05% Add +0.1% 1,411 $398K
Aerodigm Wealth, LLC 0.17% Reduce -1.9% 1,396 $397K
Well Done, LLC 0.07% New 1,409 $397K
Altfest L J & Co. Inc. 0.04% Reduce -1.3% 1,406 $396K
Pacific Center for Financial Services 0.10% No change 1,405 $396K
Opulen Financial Group LLC 0.30% Add +0.1% 1,405 $396K
SK Wealth Management, LLC 0.15% Add +0.1% 1,362 $395K
Nilsine Partners, LLC 0.04% No change 1,400 $395K
Barnes Wealth Management Group, Inc 0.22% Add +18.7% 1,395 $393K
Equita Financial Network, Inc. 0.13% No change 1,395 $393K
Smith Thornton Advisors LLC 0.20% No change 1,385 $390K
Stone Summit Wealth LLC 0.11% Reduce -7.8% 1,385 $390K
HMS Capital Management, LLC 0.16% No change 1,380 $389K
Southeast Asset Advisors, LLC 0.04% No change 1,378 $388K
Waterfront Wealth Inc. 0.08% No change 1,363 $388K
Peterson Wealth Management 0.27% Add +9.1% 1,371 $386K
Means Investment Co., Inc. 0.03% Reduce -0.7% 1,371 $386K
Colonial Trust Advisors 0.03% Reduce -18.0% 1,370 $386K
Capital Management Associates, Inc 0.10% No change 1,369 $386K
Cardiff Park Advisors, LLC 0.03% Add +0.1% 1,369 $386K
McCarthy & Cox 0.09% No change 1,362 $384K
Barrett & Company, Inc. 0.13% Reduce -12.8% 1,361 $384K
Greenwood Capital Associates LLC 0.04% Reduce -10.8% 1,359 $383K
Hengehold Capital Management LLC 0.03% Add +0.1% 1,358 $383K
Tortoise Investment Management, LLC 0.03% Add +18.4% 1,351 $381K
Cordatus Wealth Management LLC 0.09% New 1,350 $381K
FRG Family Wealth Advisors LLC 0.06% No change 1,349 $380K
Nikulski Financial, Inc. 0.10% No change 1,345 $379K
Vestor Capital, LLC 0.02% Add +147.2% 1,345 $379K
Peoples Financial Services Corp. 0.17% No change 1,343 $379K
Hurlow Wealth Management Group, Inc. 0.10% No change 1,337 $377K
Compass Capital Management, Inc. 0.02% New 1,336 $377K
Fielder Capital Group LLC 0.09% No change 1,329 $375K
Kellett Wealth Advisors, LLC 0.23% Add +16.6% 1,329 $375K
Commonwealth Financial Services, LLC 0.06% Add +0.3% 1,327 $374K
Thompson Davis & Co., Inc. 0.23% No change 1,325 $373K
Valley National Advisers Inc. 0.06% Reduce -7.2% 1,325 $373K
Thompson Investment Management, Inc. 0.05% No change 1,323 $373K
Brown Miller Wealth Management, LLC 0.11% No change 1,322 $373K
J. Team Financial, Inc. 0.38% — 1,320 $372K
Rodgers & Associates, LTD 0.04% No change 1,317 $371K
Axos Invest Inc. 0.28% Reduce -5.3% 1,316 $371K
Rolek Wealth Management LLC 0.28% Add +0.1% 1,312 $370K
Synergy Investment Management, LLC 0.14% Reduce -9.6% 1,312 $370K
Uptick Partners, LLC 0.10% Reduce -11.7% 1,309 $369K
King Wealth Management Group 0.05% No change 1,307 $368K
Clearstead Trust, LLC 0.06% No change 1,305 $368K
Widmann Financial Services, Inc. 0.23% No change 1,300 $366K
Vestia Personal Wealth Advisors 0.20% No change 1,300 $366K
Aspire Private Capital, LLC 0.08% No change 1,296 $365K
Castle Rock Wealth Management, LLC 0.08% Add +1.8% 1,275 $365K
Straight Path Wealth Management 0.10% Add +0.1% 1,294 $365K
OLIO Financial Planning 0.11% No change 1,294 $365K
Fortress Private Ledger, LLC 0.13% Add +0.1% 1,290 $364K
Ridgecrest Wealth Partners, LLC 0.16% No change 1,285 $362K
Armistice Capital, LLC 0.01% New 1,284 $362K
Baker Boyer National Bank 0.12% Add +2.2% 1,278 $360K
Dynamic Financial Group 0.31% No change 1,276 $360K
Joel Adams & Associates, Inc. 0.29% No change 1,275 $359K
Clark Asset Management, LLC 0.04% No change 1,275 $359K
Pinnacle Family Advisors, LLC 0.16% Reduce -3.7% 1,274 $359K
Rockwood Wealth Management, LLC 0.03% New 1,268 $357K
Able Wealth Management LLC 0.13% Add +0.4% 1,265 $357K
Intelligence Driven Advisers, LLC 0.05% Add +10.1% 1,260 $355K
Wealthstar Advisors, LLC 0.14% No change 1,254 $353K
McMorgan & Co. LLC 0.05% Reduce -97.7% 1,253 $353K
Coastwise Capital Group, LLC 0.25% Add +0.1% 1,253 $353K
Capital City Trust Co. 0.09% No change 1,252 $353K
Nicolet Advisory Services, LLC 0.03% Add +19.9% 1,235 $353K
Concorde Asset Management, LLC 0.15% — 1,234 $352K
Cornerstone Financial Group, LLC 0.27% Add +0.2% 1,250 $352K
Chesley Taft & Associates LLC 0.01% Reduce -4.6% 1,243 $350K
Patriot Investment Management Group, Inc. 0.02% No change 1,242 $350K
Hendershot Investments Inc. 0.04% No change 1,242 $350K
Squire Investment Management Company, LLC 0.11% New 1,235 $348K
Burt Wealth Advisors 0.09% No change 1,235 $348K
MN Wealth Advisors, LLC 0.18% Add +0.1% 1,227 $346K
Impact Investors, Inc 0.23% No change 1,223 $345K
Cove Private Wealth, LLC 0.11% No change 1,220 $344K
Fairview Capital Investment Management, LLC 0.02% No change 1,220 $344K
Paragon Private Wealth Management, LLC 0.11% No change 1,218 $343K
Strathmore Capital Advisors, Inc. 0.14% Reduce -6.7% 1,217 $343K
Marietta Investment Partners LLC 0.07% New 1,217 $343K
Burns Matteson Capital Management, LLC 0.14% Reduce -1.8% 1,214 $342K
CVA Family Office, LLC 0.04% Add +4.2% 1,211 $341K
Fischer Investment Strategies, LLC 0.20% Reduce -34.5% 1,209 $341K
TFC Financial Management, Inc. 0.04% Add +0.1% 1,207 $340K
Central Valley Advisors, LLC 0.11% No change 1,205 $340K
Bayshore Asset Management, LLC 0.14% No change 1,200 $338K
Collective Family Office LLC 0.08% Reduce -22.8% 1,200 $338K
Lauer Wealth, LLC 0.25% Reduce -4.0% 1,185 $337K
Lee Danner & Bass Inc. 0.02% Add +33.2% 1,192 $336K
Palogic Value Management, L.P. 0.14% No change 1,190 $335K
Flagship Private Wealth, LLC 0.13% Add +0.3% 1,188 $335K
Arlington Trust Co LLC 0.06% No change 1,180 $333K
Walkner Condon Financial Advisors LLC 0.05% Reduce -2.1% 1,177 $332K
Blodgett Wealth Advisors, LLC 0.23% No change 1,175 $331K
Opal Wealth Advisors, LLC 0.09% Add +0.1% 1,174 $331K
Provident Wealth Management, LLC 0.10% No change 1,171 $330K
Graves Light Lenhart Wealth, Inc. 0.04% No change 1,171 $330K
Horrell Capital Management, Inc. 0.14% No change 1,169 $329K
Rosenberg Matthew Hamilton 0.07% Reduce -1.4% 1,167 $329K
First Hawaiian Bank 0.04% No change 1,165 $328K
Merkkuri Wealth Advisors LLC 0.24% Reduce -20.9% 1,165 $328K
Rialto Wealth Management, LLC 0.08% Add +0.1% 1,164 $328K
Novak & Powell Financial Services, Inc. 0.17% No change 1,163 $328K
Carson Advisory Inc. 0.18% Add +7.4% 1,163 $328K
44 Wealth Management LLC 0.11% No change 1,161 $327K
Plan A Wealth LLC 0.17% No change 1,159 $327K
Matrix Asset Advisors Inc. 0.03% Add +0.7% 1,158 $326K
Maxele Advisors, LLC 0.28% No change 1,158 $326K
Grove Street Fiduciary, LLC 0.15% No change 1,157 $326K
LJI Wealth Management, LLC 0.06% No change 1,157 $326K
MBE Wealth Management, LLC 0.14% No change 1,156 $326K
Focused Wealth Management, Inc 0.04% Add +18.1% 1,156 $326K
Ogorek Anthony Joseph /NY/ 0.09% Add +293.5% 1,153 $325K
Private Management Group Inc. 0.01% No change 1,153 $325K
Regency Capital Management Inc.\DE 0.15% Add +16.8% 1,152 $325K
Affinity Wealth Management LLC 0.05% Add +0.5% 1,150 $324K
West Bancorporation Inc. 0.18% Add +11.4% 1,145 $323K
Marshall Financial Group, LLC 0.06% No change 1,142 $322K
360 Financial, Inc. 0.10% Add +14.1% 1,141 $321K
Gradient Capital Advisors, LLC 0.09% New 1,140 $321K
Broadleaf Partners, LLC 0.07% No change 1,140 $321K
Wrapmanager Inc. 0.10% New 1,139 $321K
Triumph Capital Management 0.09% Reduce -32.0% 1,138 $321K
Willner & Heller, LLC 0.25% Add +0.1% 1,137 $321K
N.E.W. Advisory Services LLC 0.03% Add +17.9% 1,134 $320K
Summit Wealth & Retirement Planning, Inc. 0.08% No change 1,130 $319K
Firethorn Wealth Partners, LLC 0.13% Add +0.1% 1,128 $318K
Sterling Group Wealth Management, LLC 0.16% No change 1,128 $318K
Alerus Financial NA 0.02% Reduce -96.3% 1,128 $318K
Unique Wealth, LLC 0.05% New 1,124 $317K
Legacy Financial Strategies, LLC 0.06% Reduce -8.0% 1,121 $316K
Vista Capital Partners, Inc. 0.03% No change 1,120 $316K
Wescott Financial Advisory Group, LLC 0.03% Add +22.0% 1,120 $316K
Fox Hill Wealth Management 0.15% Add +0.7% 1,115 $314K
Dash Acquisitions Inc. 0.06% No change 1,030 $313K
Transcendent Capital Group LLC 0.14% No change 1,104 $311K
Second Line Capital, LLC 0.06% Reduce -8.0% 1,103 $311K
Seed Wealth Management, Inc. 0.21% Reduce -37.2% 1,100 $310K
Braun Stacey Associates Inc. 0.01% Reduce -6.4% 1,100 $310K
Gradient Investments LLC 0.01% New 1,096 $309K
Mountain Capital Investment Advisors Inc. 0.05% Reduce -0.9% 1,085 $309K
Jacksonville Wealth Management, LLC 0.23% No change 1,095 $309K
Blankinship & Foster, LLC 0.07% No change 1,092 $308K
Columbia Bank 0.09% Reduce -4.8% 1,082 $308K
Long Island Wealth Management, Inc. 0.15% Reduce -33.4% 1,091 $308K
Trivium Point Advisory, LLC 0.03% Reduce -6.7% 1,085 $306K
Indiana Trust & Investment Management Co 0.09% Add +10.2% 1,084 $306K
Atlas Brown,Inc. 0.09% Add +1.7% 1,083 $305K
BWM Planning, LLC 0.09% Add +0.1% 1,083 $305K
D'Orazio & Associates, Inc. 0.04% No change 1,082 $305K
Davidson Kahn Capital Management, LLC 0.17% No change 1,081 $305K
WoodTrust Financial Corp 0.04% New 1,078 $304K
Weaver Consulting Group 0.08% Reduce -1.3% 1,078 $304K
Aspen Grove Capital, LLC 0.05% Reduce -2.2% 1,078 $304K
Peak Asset Management, LLC 0.05% No change 1,077 $304K
RCS Financial Planning, LLC 0.13% No change 1,077 $304K
USA Financial Formulas 0.05% Reduce -36.6% 1,074 $303K
Plancorp, LLC 0.01% New 1,073 $302K
Albion Financial Group 0.02% No change 1,063 $300K
Bradley & Co. Private Wealth Management, LLC 0.17% No change 1,063 $300K
Alliance Wealth Advisors, LLC 0.07% New 1,063 $300K
Crane Advisory, LLC 0.05% Add +0.1% 1,032 $299K
Flaharty Asset Management, LLC 0.04% Reduce -4.8% 1,061 $299K
Payne Capital Management, LLC 0.10% Add +1.5% 1,060 $299K
ORG Partners LLC 0.06% No change 1,053 $298K
49 Wealth Management, LLC 0.03% New 1,052 $296K
Spinnaker Investment Group, LLC 0.06% Add +2.9% 1,051 $296K
JB Capital LLC 0.01% New 1,051 $296K
Van Hulzen Asset Management, LLC 0.02% Reduce -8.1% 1,049 $296K
Wealth Dimensions Group, Ltd. 0.06% Add +7.6% 1,048 $295K
Centerline Wealth Advisors, LLC 0.13% Reduce -0.9% 1,043 $294K
Compass Financial Services Inc 0.13% Add +0.1% 1,042 $294K
First Western Trust Bank 0.01% No change 1,042 $294K
Beirne Wealth Consulting Services, LLC 0.07% Add +4.2% 1,038 $293K
Trustees of Dartmouth College 0.07% No change 1,035 $292K
HMV Wealth Advisors, LLC 0.16% No change 1,031 $291K
Eagle Rock Investment Company, LLC 0.04% Reduce -0.2% 1,030 $290K
Total Investment Management Inc. 0.04% Add +368.2% 1,030 $290K
Lakeridge Wealth Management LLC 0.13% Reduce -57.0% 1,029 $290K
MSH Capital Advisors LLC 0.08% Reduce -11.9% 1,026 $289K
Asset Dedication, LLC 0.02% Add +2.0% 1,025 $289K
BKM Wealth Management, LLC 0.11% No change 1,024 $289K
InvesTrust 0.11% No change 1,020 $287K
Hopwood Financial Services, Inc. 0.19% Add +192.5% 1,018 $287K
All Terrain Financial Advisors, LLC 0.09% Add +7.8% 1,017 $287K
Petros Family Wealth, LLC 0.24% No change 1,016 $286K
Steigerwald, Gordon & Koch Inc. 0.03% No change 1,015 $286K
Garden State Investment Advisory Services LLC 0.07% Reduce -28.8% 1,013 $286K
Atlantic Private Wealth, LLC 0.18% No change 1,012 $285K
Harbor Group, Inc. 0.05% Add +0.1% 1,012 $285K
GatePass Capital, LLC 0.17% No change 1,010 $285K
Belvedere Trading LLC 0.02% New 1,009 $284K
SRH Advisors, LLC 0.08% No change 1,007 $284K
Allegheny Financial Group 0.05% Add +5.8% 1,005 $283K
Security National Bank of Sioux City Iowa 0.18% No change 1,000 $282K
Ledgewood Wealth Advisors, LLC 0.17% No change 1,000 $282K
Ramirez Asset Management, Inc. 0.04% No change 1,000 $282K
Gateway Investment Advisers LLC 0.00% New 1,000 $282K
CLG LLC 0.08% Add +0.1% 999 $282K
Managed Asset Portfolios, LLC 0.03% Reduce -31.6% 994 $280K
Chapin Davis, Inc. 0.07% No change 988 $278K
Pin Oak Investment Advisors Inc. 0.20% No change 986 $278K
GDS Wealth Management 0.02% Reduce -22.8% 981 $277K
Winch Advisory Services, LLC 0.06% Add +0.1% 980 $276K
Investment Planning Advisors, Inc. 0.09% New 979 $276K
Martel Wealth Advisors LLC 0.05% No change 979 $276K
Midwest Financial Group LLC 0.13% Add +0.6% 976 $275K
Stableford Capital II LLC 0.10% Reduce -2.3% 976 $275K
LongView Wealth Management 0.07% Add +16.2% 974 $275K
Accelerate Investment Advisors LLC 0.19% No change 972 $274K
Blackston Financial Advisory Group, LLC 0.16% Add +9.6% 972 $274K
Henrickson Nauta Wealth Advisors, Inc. 0.09% Reduce -12.2% 972 $274K
ABLE Financial Group, LLC 0.06% New 969 $273K
BXM Wealth LLC 0.26% New 966 $272K
Sightline Wealth Advisors, LLC 0.12% Add +0.1% 964 $272K
Michels Family Financial, LLC 0.21% Reduce -10.7% 963 $272K
Capital Advantage, Inc. 0.04% No change 961 $271K
Wisconsin Wealth Advisors, LLC 0.26% New 959 $270K
Pinnacle Wealth Management, LLC 0.18% No change 957 $270K
DF Dent & Co. Inc. 0.00% No change 956 $269K
Riverpoint Wealth Management Holdings, LLC 0.06% Add +0.1% 955 $269K
Resources Management Corp. /CT/ 0.03% Reduce -5.5% 953 $269K
Parcion Private Wealth LLC 0.02% New 954 $269K
Clean Yield Group 0.08% No change 952 $268K
CAP Partners, LLC 0.15% No change 950 $268K
Roberts Glore & Co. Inc. 0.07% No change 950 $268K
A. D. Beadell Investment Counsel, Inc. 0.18% No change 950 $267K
Strategies Wealth Advisors, LLC 0.03% Reduce -44.0% 947 $267K
Sanders Morris Harris LLC 0.04% New 946 $267K
Alpha Financial Partners LLC 0.17% Add +0.6% 946 $267K
Private Wealth Group, LLC 0.13% No change 945 $266K
Marks Group Wealth Management, Inc 0.02% No change 945 $266K
CFO4Life Group, LLC 0.04% No change 944 $266K
Barnes Dennig Private Wealth Management LLC 0.29% No change 942 $266K
Northwest Financial Advisors 0.34% New 941 $265K
Precedent Wealth Partners, LLC 0.06% Add +2.2% 940 $265K
Private Capital Management, LLC 0.02% Reduce -15.3% 940 $265K
Essex Bank 0.06% No change 940 $265K
Advisory Resource Group 0.05% Reduce -10.5% 933 $263K
Avaii Wealth Management, LLC 0.10% No change 930 $262K
Cordgrass Capital Advisors, LLC 0.06% Add +17.1% 929 $262K
Crescent Grove Advisors, LLC 0.03% No change 928 $262K
West Paces Advisors Inc. 0.05% Add +16.9% 928 $262K
Eubel Brady & Suttman Asset Management Inc. 0.03% No change 927 $261K
American Investment Services, Inc. 0.06% Reduce -10.3% 924 $260K
Allred Capital Management, LLC 0.09% Reduce -7.5% 922 $260K
Sageworth Trust Co 0.01% Add +0.9% 918 $259K
Cheviot Value Management, LLC 0.03% No change 856 $258K
Mogy Joel R Investment Counsel Inc. 0.01% No change 916 $258K
McNamara Financial Services, Inc. 0.05% No change 915 $258K
National Wealth Management Group, LLC 0.10% Reduce -0.4% 913 $257K
NerdWallet Wealth Partners, LLC 0.13% — 912 $257K
Werba Rubin Papier Wealth Management 0.04% No change 911 $257K
Balentine LLC 0.01% No change 909 $256K
Investors Asset Management of Georgia Inc. /Ga/ 0.11% Reduce -0.6% 905 $255K
Retirement Solution LLC 0.06% Reduce -0.3% 904 $255K
Meridian Wealth Partners, LLC 0.04% No change 903 $254K
Fi3 FINANCIAL ADVISORS, LLC 0.09% No change 900 $254K
Atlanta Consulting Group Advisors, LLC 0.06% No change 900 $254K
White Pine Investment CO 0.06% No change 898 $253K
Lokken Investment Group LLC 0.09% Add +2.9% 897 $253K
FWL Investment Management, LLC 0.07% Reduce -0.6% 897 $253K
BCU Wealth Advisors, LLC 0.10% Add +0.1% 897 $253K
Invesco Ltd. 0.00% New 896 $253K
Edgemoor Investment Advisors, Inc. 0.02% No change 895 $252K
Invera Wealth Advisors, LLC 0.15% Reduce -1.6% 892 $251K
Ballast Advisors LLC 0.07% Add +3.2% 891 $251K
Arcus Capital Partners, LLC 0.11% No change 886 $250K
CVFG LLC 0.18% No change 885 $249K
Investors Research Corp 0.05% No change 885 $249K
GEM Asset Management, LLC 0.12% No change 873 $249K
FourThought Financial Partners, LLC 0.02% Reduce -2.0% 882 $249K
Veltria Advisors Corp. 1.09% Reduce -2.0% 882 $249K
Stonebridge Capital Advisors LLC 0.02% Reduce -8.4% 882 $249K
Anfield Capital Management, LLC 0.07% No change 876 $247K
Hamilton Point Investment Advisors, LLC 0.04% No change 866 $244K
Shira Ridge Wealth Management 0.10% Reduce -0.2% 865 $244K
Bedel Financial Consulting, Inc. 0.03% New 865 $244K
Hancock Whitney Corp. 0.00% Reduce -6.8% 862 $243K
Sfmg, LLC 0.02% Add +6.3% 861 $243K
Cannell & Spears LLC 0.00% New 860 $242K
Heritage Investment Group, Inc. 0.04% No change 859 $242K
Foster Group, Inc. 0.01% Add +6.2% 859 $242K
Birchcreek Wealth Management, LLC 0.13% No change 858 $242K
Park National Corp. 0.01% Reduce -45.4% 858 $242K
Olistico Wealth, LLC 0.13% Reduce -9.6% 852 $240K
Neville Rodie & Shaw Inc. 0.02% No change 853 $240K
Telos Capital Management, Inc. 0.02% Add +2.6% 851 $240K
Franklin Street Advisors Inc. 0.01% Reduce -15.8% 850 $240K
Thomasville National Bank 0.01% Reduce -43.6% 840 $237K
W.H. Cornerstone Investments Inc. 0.14% Add +0.1% 838 $236K
TFR Capital, LLC. 0.08% Add +3.1% 838 $236K
Tull Financial Group, Inc. 0.10% Add +0.1% 838 $236K
Davidson Trust Co. 0.10% No change 836 $236K
Financial Management Network Inc. 0.04% No change 814 $234K
Northstar Asset Management Inc. 0.06% New 827 $233K
Bank of Stockton 0.07% Add +0.1% 825 $233K
Select Asset Management & Trust 0.07% No change 820 $231K
Bell Bank 0.01% Reduce -45.0% 818 $231K
Members Wealth LLC 0.15% — 809 $230K
QTR Family Wealth, LLC 0.11% No change 814 $230K
LFA - Lugano Financial Advisors SA 0.12% No change 813 $229K
Wealth Management Associates, Inc. 0.08% Reduce -0.3% 809 $228K
FMB Wealth Management 0.10% No change 809 $228K
Jim Saulnier & Associates, LLC 0.13% No change 808 $228K
Veracity Capital LLC 0.07% Add +0.1% 806 $227K
Napa Wealth Management 0.11% New 806 $227K
Gould Asset Management LLC 0.04% New 804 $227K
LMG Wealth Partners, LLC 0.04% No change 804 $227K
Integras Partners LLC 0.18% New 802 $226K
Pps&v Asset Management Consultants, Inc. 0.13% No change 801 $226K
Center For Asset Management LLC 0.12% New 800 $225K
Strategic Family Wealth Counselors, L.L.C. 0.06% No change 800 $225K
American National Bank & Trust 0.02% Reduce -6.5% 800 $225K
Fiducient Advisors LLC 0.03% No change 797 $225K
Ti-Trust, Inc. 0.14% No change 796 $224K
Miller Investment Management, LP 0.02% No change 793 $224K
Pinkerton Wealth, LLC 0.02% New 791 $223K
Ellerson Group Inc. 0.14% No change 790 $223K
Creative Capital Management Investments LLC 0.07% Add +5.4% 782 $220K
Harvest Fund Management Co., Ltd 0.01% No change 948 $220K
G2 Capital Management, LLC / Oh 0.06% New 780 $220K
BlueSky Wealth Advisors, LLC 0.03% New 780 $220K
Northwest Bancshares, Inc. 0.04% Reduce -20.8% 777 $219K
Melone Private Wealth, LLC 0.10% New 776 $219K
Builder Investment Group Inc. 0.05% New 775 $218K
Eagle Strategies LLC 0.03% Reduce -5.0% 772 $218K
M1 Capital Management LLC 0.09% New 771 $217K
J. L. Bainbridge & Co., Inc. 0.02% New 771 $217K
Murphy & Mullick Capital Management Corp 0.16% Add +258.3% 756 $217K
Siligmueller & Norvid Wealth Advisors LLC 0.10% New 769 $217K
Brooklyn Investment Group 0.03% No change 862 $216K
Three Bridge Wealth Advisors, LLC 0.06% New 766 $216K
McNaughton Wealth Management, LLC 0.09% New 764 $215K
Beverly Hills Private Wealth, LLC 0.04% New 764 $215K
Wedgewood Investors Inc. 0.24% New 763 $215K
Flagstone Financial Management 0.06% New 761 $214K
Cornerstone Capital, Inc. 0.02% Reduce -32.7% 760 $214K
Capital Group Private Client Services, Inc. 0.00% New 758 $214K
HFG Advisors, Inc. 0.16% New 757 $213K
Hilltop Partners LLC 0.06% New 754 $213K
Thrive Wealth Management, LLC 0.03% New 754 $213K
Willis Johnson & Associates, Inc. 0.01% New 752 $212K
Legacy Advisory Services, LLC 0.16% New 751 $212K
AssuredPartners Investment Advisors, LLC 0.05% New 751 $212K
Royal Harbor Partners, LLC 0.07% New 750 $211K
Arcataur Capital Management LLC 0.06% New 750 $211K
Stokes Family Office, LLC 0.02% New 750 $211K
Davis Capital Management 0.15% — 743 $209K
Northwest Wealth Management, LLC 0.03% New 738 $208K
RKL Wealth Management LLC 0.02% Reduce -8.0% 736 $208K
Financial Symmetry Inc 0.09% New 734 $207K
Global Trust Asset Management, LLC 0.09% Add +108.0% 732 $206K
Howard Capital Management Group, LLC 0.01% New 732 $206K
Sterling Investment Counsel, LLC 0.07% New 731 $206K
McRae Capital Management Inc. 0.04% Reduce -12.1% 729 $206K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -12.2% 729 $205K
Fortress Financial Solutions, LLC 0.22% New 729 $205K
Triton Financial Group Inc 0.14% New 727 $205K
TRUE Private Wealth Advisors 0.02% New 724 $204K
REDW Wealth LLC 0.08% New 724 $204K
Letson Investment Management, Inc. 0.07% New 724 $204K
TLWM 0.04% New 724 $204K
Cadence Bank 0.01% New 722 $204K
Greykasell Wealth Strategies, Inc. 0.09% New 720 $203K
Wealth Alliance Advisory Group, LLC 0.04% New 720 $203K
Penney Financial, LLC 0.09% New 720 $203K
Stenger Family Office, LLC 0.04% New 678 $203K
Abacus Planning Group, Inc. 0.03% New 718 $202K
Cornerstone Select Advisors, LLC 0.15% Reduce -12.6% 717 $202K
Revolve Wealth Partners, LLC 0.02% New 716 $202K
KWB Wealth 0.02% Reduce -53.2% 797 $202K
Wallace Advisory Group, LLC 0.16% New 795 $201K
Gill Capital Partners, LLC 0.06% Reduce -54.7% 714 $201K
United Bank 0.02% New 712 $201K
Ellenbecker Investment Group 0.03% New 710 $200K
Sava Infond d.o.o. 0.03% No change 700 $197K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.39% Reduce -94.1% 700 $197K
Destination Wealth Management 0.01% New 687 $194K
Northwest Capital Management Inc 0.20% No change 684 $193K
SYM FINANCIAL Corp 0.02% No change 679 $191K
Sound Income Strategies, LLC 0.01% Reduce -0.3% 658 $191K
Joseph Group Capital Management 0.05% New 676 $191K
Anchor Investment Management, LLC 0.02% Add +6.9% 668 $188K
Beaird Harris Wealth Management, LLC 0.01% Reduce -60.3% 659 $186K
River Street Advisors LLC 0.07% New 657 $185K
Parallax Volatility Advisers, L.P. 0.01% New 657 $185K
Winthrop Capital Management, LLC 0.04% No change 647 $182K
LOM Asset Management Ltd 0.05% Reduce -9.2% 640 $180K
MGB Wealth Management, LLC 0.05% No change 635 $179K
Edmond DE Rothschild Holding S.A. 0.00% No change 632 $178K
Proffitt & Goodson Inc. 0.03% Reduce -7.3% 624 $176K
Avion Wealth 0.04% No change 624 $175K
Crowley Wealth Management, Inc. 0.14% Add +3.3% 620 $175K
Bellevue Asset Management, LLC 0.08% No change 620 $175K
Security National Bank 0.03% No change 600 $169K
Quintet Private Bank (Europe) S.A. 0.01% No change 600 $169K
Marquette Asset Management, LLC 0.03% No change 598 $169K
Perkins Coie Trust Co 0.03% Reduce -10.2% 598 $169K
Painted Porch Advisors LLC 0.06% Reduce -19.0% 596 $168K
KERR FINANCIAL PLANNING Corp 0.24% — 582 $167K
First Pacific Financial 0.02% Reduce -66.5% 592 $167K
Smallwood Wealth Investment Management, LLC 0.08% No change 582 $164K
Bare Financial Services, Inc 0.05% No change 578 $163K
Versant Capital Management, Inc 0.02% No change 577 $163K
Friedenthal Financial 0.08% Reduce -0.7% 570 $161K
Evelyn Partners Asset Management Ltd 0.04% No change 555 $156K
Ameriflex Group, Inc. 0.06% Reduce -95.0% 554 $156K
Berbice Capital Management LLC 0.10% No change 553 $156K
Evelyn Partners Investment Management LLP 0.00% No change 550 $155K
Glassman Wealth Services 0.02% No change 542 $153K
Blue Bell Private Wealth Management, LLC 0.02% Reduce -1.1% 533 $150K
HHM Wealth Advisors, LLC 0.02% No change 531 $150K
Guerra Advisors Inc 0.05% New 526 $148K
Peterson Wealth Services 0.04% Add +52.1% 797 $148K
First PREMIER Bank 0.03% Reduce -1.7% 513 $145K
Nalls Sherbakoff Group, LLC 0.10% No change 513 $145K
JNBA Financial Advisors 0.01% No change 509 $143K
Legacies Wealth LLC 0.09% No change 500 $141K
Key Financial Inc 0.03% Reduce -4.8% 491 $140K
Bulwark Capital Corp 0.11% No change 485 $137K
Sage Mountain Advisors LLC 0.01% Reduce -40.6% 474 $134K
Stephens Consulting, LLC 0.05% Reduce -70.5% 467 $132K
WealthCollab, LLC 0.06% No change 462 $130K
West Branch Capital LLC 0.03% No change 443 $125K
Roxbury Financial LLC 0.12% Add +0.2% 443 $125K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -5.8% 441 $124K
CBIZ Investment Advisory Services, LLC 0.00% No change 430 $121K
Legacy Wealth Managment, LLC 0.05% Reduce -4.4% 430 $121K
Sittner & Nelson, LLC 0.04% No change 425 $120K
BankPlus Trust Department 0.03% Reduce -1.9% 419 $118K
Rothschild Investment LLC 0.01% Add +6.4% 413 $116K
Abich Financial Wealth Management LLC 0.04% — 405 $114K
Mowery & Schoenfeld Wealth Management, LLC 0.19% No change 400 $113K
Old Second National Bank of Aurora 0.02% No change 400 $113K
Integrity Financial Corp 0.05% Reduce -37.1% 389 $110K
RMG Wealth Management LLC 0.02% No change 382 $109K
Westfuller Advisors, LLC 0.05% New 384 $108K
Natixis 0.00% Reduce -96.5% 382 $108K
Advanced Asset Management Advisors Inc 0.03% Reduce -0.3% 378 $106K
Providence Capital Advisors, LLC 0.02% Add +23.8% 369 $104K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -39.0% 363 $102K
Founders Capital Management 0.05% No change 363 $102K
Financial Consulate, Inc. 0.01% New 354 $100K
Graney & King, LLC 0.07% Add +0.3% 350 $99K
Alpine Bank Wealth Management 0.01% No change 345 $97K
West Oak Capital, LLC 0.05% Reduce -22.7% 340 $96K
VSM Wealth Advisory, LLC 0.03% Reduce -5.3% 339 $96K
Financial Life Planners 0.06% New 332 $94K
Investment Research & Advisory Group, Inc. 0.03% Add +0.5% 213 $93K
2UniFi Bank 0.05% No change 325 $92K
Knuff & Co LLC 0.03% No change 325 $92K
Caitlin John, LLC 0.06% New 322 $91K
Point72 (DIFC) Ltd 0.01% New 321 $90K
Gables Capital Management Inc. 0.04% No change 310 $87K
Coastline Trust Co 0.01% No change 305 $86K
Quent Capital, LLC 0.01% New 305 $86K
Cypress Capital Management LLC (WY) 0.09% No change 304 $86K
Wagner Wealth Management, LLC 0.02% No change 299 $84K
Ameritas Investment Partners, Inc. 0.00% No change 298 $84K
Creekmur Asset Management LLC 0.01% Add +38.9% 293 $83K
Halbert Hargrove Global Advisors, LLC 0.00% No change 282 $79K
Transce3nd, LLC 0.70% Reduce -76.3% 276 $79K
Bogart Wealth, LLC 0.00% Reduce -26.5% 277 $78K
Delta Asset Management LLC 0.01% No change 277 $78K
Wellington Shields Capital Management, LLC 0.01% No change 273 $77K
Luken Investment Analytics, LLC 0.03% No change 272 $77K
BTG Pactual Asset Management US LLC 0.01% Reduce -35.8% 282 $75K
GGM Financial LLC 0.04% New 266 $75K
Matrix Private Capital Group LLC 0.04% No change 264 $74K
Scarborough Advisors, LLC 0.01% No change 258 $73K
Quest 10 Wealth Builders, Inc. 0.07% Add +42.2% 256 $72K
Front Row Advisors LLC 0.02% No change 245 $69K
DiNuzzo Private Wealth, Inc. 0.01% No change 260 $68K
Marshall & Sterling Wealth Advisors Inc. 0.04% Add +2260.0% 236 $67K
Family Legacy Financial Solutions, LLC 0.05% Reduce -6.4% 233 $66K
Reyes Financial Architecture, Inc. 0.04% Reduce -98.7% 231 $65K
Colonial Trust Co / SC 0.01% Reduce -1.8% 224 $63K
Ascentis Wealth Management, LLC 0.02% No change 223 $63K
WFA Asset Management Corp 0.03% No change 273 $62K
Washington Trust Advisors, Inc. 0.00% No change 217 $61K
Keener Financial Planning LLC 0.03% Add +0.5% 219 $61K
Eukles Asset Management 0.02% No change 216 $61K
Palisade Asset Management, LLC 0.01% New 206 $58K
North Ridge Wealth Advisors, Inc. 0.03% New 202 $57K
Optimum Investment Advisors 0.02% Reduce -20.0% 200 $56K
South Plains Financial, Inc. 0.04% No change 200 $56K
Trust Co. of Toledo NA 0.01% No change 198 $56K
Mascoma Wealth Management LLC 0.01% No change 197 $56K
Fairway Wealth LLC 0.02% No change 196 $55K
Rakuten Securities, Inc. 0.02% Add +16.5% 191 $54K
Hartford Financial Management Inc. 0.01% No change 188 $53K
Costello Asset Management, INC 0.02% No change 186 $53K
Kiker Wealth Management, LLC 0.03% No change 181 $51K
Main Street Group, LTD 0.02% Add +0.6% 177 $50K
Blume Capital Management, Inc. 0.01% No change 176 $50K
Ssa Swiss Advisors AG 0.02% Reduce -10.3% 174 $49K
Dunhill Financial, LLC 0.02% No change 171 $48K
Vision Financial Markets LLC 0.04% No change 165 $46K
Loomis Sayles & Co. L P 0.00% No change 161 $45K
Financial Perspectives, Inc 0.01% No change 160 $45K
Chung Wu Investment Group, LLC 0.04% No change 158 $45K
Quaker Wealth Management, LLC 0.01% No change 157 $44K
Elevation Wealth Partners, LLC 0.02% No change 153 $43K
TLW Wealth Management, LLC 0.02% New 15,063 $42K
Millstone Evans Group, LLC 0.03% Add +37.6% 150 $42K
Piscataqua Savings Bank 0.03% No change 148 $42K
Financial Gravity Asset Management, Inc. 0.01% — 147 $42K
Dynamic Wealth Strategies, LLC 0.03% Reduce -94.5% 145 $41K
Steph & Co. 0.01% No change 141 $40K
Evolution Wealth Management Inc. 0.04% No change 132 $37K
Orion Capital Management LLC 0.01% Add +481.8% 128 $36K
Concord Wealth Partners 0.00% No change 127 $36K
Hemington Wealth Management 0.00% No change 125 $35K
Tower View Wealth Management LLC 0.02% Reduce -14.2% 121 $34K
City State Bank 0.01% No change 115 $32K
DHJJ Financial Advisors, Ltd. 0.01% No change 113 $32K
AllSquare Wealth Management LLC 0.02% No change 112 $32K
Smithfield Trust Co 0.00% No change 110 $31K
WPG Advisers, LLC 0.02% Add +0.9% 110 $31K
REAP Financial Group, LLC 0.01% No change 109 $31K
Brown, Lisle/Cummings, Inc. 0.01% No change 108 $30K
Federated Hermes, Inc. 0.00% New 108 $30K
Financial Avengers, Inc. 0.01% Add +1.0% 102 $29K
JPL Wealth Management, LLC 0.01% New 101 $28K
Silicon Valley Capital Partners 0.00% No change 101 $28K
Sachetta, LLC 0.01% Add +102.0% 101 $28K
Evermay Wealth Management LLC 0.00% No change 100 $28K
GHP Investment Advisors, Inc. 0.00% No change 100 $28K
Park Place Capital Corp 0.01% Add +26.3% 96 $27K
Fortis Group Advisors, LLC 0.00% No change 95 $27K
Family Manage LLC 0.00% No change 94 $26K
Rise Advisors, LLC 0.01% Reduce -19.8% 93 $26K
LGT Financial Advisors LLC 0.05% New 85 $24K
Covestor Ltd 0.01% Reduce -2.4% 80 $23K
JTC Employer Solutions Trustee Ltd 0.00% New 190 $23K
Tacita Capital Inc 0.01% Reduce -86.5% 80 $23K
Delos Wealth Advisors, LLC 0.01% No change 75 $21K
Richard Bernstein Advisors LLC 0.00% Reduce -13.6% 70 $21K
United Financial Planning Group LLC 0.01% — 75 $21K
Strategic Investment Solutions, Inc. 0.01% No change 72 $20K
Financial Management Professionals, Inc. 0.00% No change 72 $20K
Minot DeBlois Advisors LLC 0.02% Reduce -53.9% 65 $18K
Godsey & Gibb, Inc. 0.00% No change 65 $18K
Accredited Wealth Management, LLC 0.01% Reduce -12.3% 50 $16K
Wolff Wiese Magana LLC 0.01% No change 57 $16K
Windsor Advisory Group, LLC 0.01% New 57 $16K
Arvest Investments, Inc. 0.00% No change 56 $16K
Richardson Capital Management LLC 0.01% Reduce -30.8% 54 $15K
Cedar Mountain Advisors, LLC 0.00% No change 53 $15K
Hager Investment Management Services, LLC 0.01% No change 43 $12K
Park Square Financial Group, LLC 0.05% Reduce -83.4% 40 $11K
Gen-Wealth Partners Inc 0.00% No change 40 $11K
Lowe Wealth Advisors, LLC 0.00% Reduce -21.7% 36 $10K
Highline Wealth Partners LLC 0.00% No change 36 $10K
IAG Wealth Partners, LLC 0.00% New 33 $9K
Morton Brown Family Wealth, LLC 0.00% No change 32 $9K
Core Alternative Capital 0.00% Reduce -45.5% 30 $8K
New Millennium Group LLC 0.00% Reduce -59.1% 29 $8K
Daiwa Securities Group Inc. 0.00% Add +7.4% 29 $8K
Arcadia Investment Management Corp. 0.00% Add +8.3% 26 $7K
Alexis Investment Partners, LLC 0.00% New 25 $7K
Signature Resources Capital Management, LLC 0.00% No change 22 $6K
Zions Bancorporation, National Association 0.00% Reduce -95.7% 21 $6K
American Capital Advisory, LLC 0.00% No change 19 $5K
Ulland Investment Advisors, LLC 0.00% New 17 $5K
Turning Point Benefit Group, Inc. 0.00% New 15 $4K
New England Capital Financial Advisors LLC 0.00% New 12 $3K
Central Pacific Bank - Trust Division 0.00% No change 12 $3K
Accent Capital Management, LLC 0.00% Reduce -55.0% 9 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 10 $3K
Center for Financial Planning, Inc. 0.00% No change 9 $3K
Bridge Generations Wealth Management LLC 0.00% No change 5 $1K
Financial Network Wealth Advisors LLC 0.00% New 5 $1K
Westend Capital Management, LLC 0.00% No change 5 $1K
Evergreen Private Wealth LLC 0.00% No change 4 $1K
Van Den Berg Management I, Inc. 0.00% No change 2 $564
Cornerstone Planning Group LLC 0.00% Reduce -99.7% 3 $375
Cloud Capital Management, LLC 0.00% New 1 $0

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