SS Consumer Staples Sel SectXLPETF

13F holders, Q2 2025 (June 30)
1,198holders +7
100new positions
92sold out
9famous investors
$80.87avg. 13F price*

At the end of Q2 2025, 1,198 institutions reported holding SS Consumer Staples Sel Sect (XLP) in their 13F filings, up 7 from Q1 2025. 100 opened new positions and 92 sold out. The largest holders were Bank of America Corp. ($2.2B), Morgan Stanley ($868.1M) and Goldman Sachs Group Inc. ($832.1M). 9 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
SS Consumer Staples Sel Sect
Filed as
SELECT SECTOR SPDR TR (Q2 2025)
CUSIP
81369Y308
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions100$672.2M
Exits92$165.5M

All 13F filers, Q1 2025 → Q2 2025: 26,378,250 shares bought and 26,094,679 shares sold, net +283,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,198 holders

Bank of America Corp. 0.18% Reduce -10.9% 27,193,689 $2.2B
Morgan Stanley 0.06% Add +5.3% 10,720,673 $868.1M
Goldman Sachs Group Inc. 0.13% Add +49.7% 10,277,148 $832.1M
JPMorgan Chase & Co. 0.05% Add +0.5% 8,424,211 $682.1M
Healthcare of Ontario Pension Plan Trust Fund 0.86% Add +53.4% 5,249,000 $425.0M
Envestnet Asset Management Inc. 0.11% Reduce -1.5% 4,821,996 $390.4M
Raymond James Financial Inc. 0.12% Reduce -4.3% 4,334,705 $351.0M
LPL Financial LLC 0.11% Add +2.3% 4,187,058 $339.0M
Wells Fargo & Company 0.07% Add +9.9% 3,960,003 $320.6M
Ameriprise Financial Inc. 0.08% Add +35.4% 3,926,046 $317.9M
Menora Mivtachim Holdings LTD. 1.55% Add +0.1% 3,327,147 $269.4M
UBS Group AG 0.05% Reduce -22.1% 3,217,340 $260.5M
Harel Insurance Investments & Financial Services Ltd. 2.59% Reduce -23.1% 2,796,040 $226.4M
Janney Montgomery Scott LLC 0.58% Reduce -3.5% 2,722,208 $220.4M
Truist Financial Corp. 0.31% Reduce -4.5% 2,626,738 $212.7M
CHURCHILL MANAGEMENT Corp 2.06% Add +1.0% 2,344,665 $189.8M
WestEnd Advisors, LLC 4.66% Reduce -5.7% 2,320,650 $187.9M
Caisse de depot et placement du Quebec 0.35% Add +63.7% 2,023,533 $163.8M
Two Sigma Investments, LP 0.28% New 1,824,100 $147.7M
Charles Schwab Investment Management Inc. 0.02% Reduce -2.4% 1,640,423 $132.8M
State Street Corp. 0.00% Add +3047.7% 1,626,784 $131.7M
Nissay Asset Management Corp. /Japan 0.75% No change 1,579,530 $127.9M
Millennium Management 0.11% Reduce -38.3% 1,418,166 $114.8M
Fisher Asset Management 0.04% Reduce -2.9% 1,332,668 $107.9M
Royal Bank of Canada 0.02% Add +11.2% 1,285,197 $104.1M
PGIM Custom Harvest LLC 1.99% Add +1.2% 1,192,591 $96.6M
Cetera Investment Advisers 0.15% Add +39.2% 1,091,597 $88.4M
Bank of Montreal 0.04% Reduce -6.8% 1,079,393 $87.4M
Cibc World Market Inc. 0.19% Add +2385.2% 1,052,836 $85.2M
Natixis 0.42% Add +90.1% 1,050,000 $85.0M
Citigroup Inc. 0.06% Add +101.5% 996,403 $80.7M
Agf Management Ltd. 0.36% Add +54.1% 981,362 $79.5M
Saudi Central Bank 3.18% New 963,581 $78.0M
Temasek Holdings (Private) Ltd 0.30% New 942,195 $76.3M
Barclays PLC 0.03% Reduce -70.5% 926,207 $75.0M
Commonwealth Equity Services, LLC 0.09% Add +25.5% 855,909 $69.3M
Stifel Financial Corp. 0.07% Add +47.5% 831,568 $67.3M
Victory Capital Management Inc. 0.04% Reduce -5.3% 792,890 $64.2M
Richard Bernstein Advisors LLC 1.49% New 744,800 $60.3M
Assetmark, Inc. 0.13% Add +63.1% 686,520 $55.6M
Squarepoint Ops LLC 0.12% New 676,754 $54.8M
Qube Research & Technologies Ltd 0.08% New 674,471 $54.6M
EP Wealth Advisors, LLC 0.35% Add +10.9% 664,509 $53.8M
Conservest Capital Advisors, Inc. 5.10% Reduce -1.3% 637,650 $51.6M
BlackRock, Inc. 0.00% Add +285.3% 633,522 $51.3M
CW Advisors, LLC 0.50% Add +1.7% 631,465 $51.1M
Marshall Wace, LLP 0.06% Add +187.4% 613,351 $49.7M
Alps Advisors Inc. 0.27% Add +2.6% 581,674 $47.1M
Osaic Holdings, Inc. 0.08% Reduce -0.0% 569,106 $46.1M
Exchange Traded Concepts, LLC 0.55% New 534,089 $43.2M
HighTower Advisors, LLC 0.04% Add +6.9% 427,464 $34.6M
Greenwood Gearhart LLC 2.14% Add +2.5% 423,949 $34.3M
Advisory Alpha, LLC 1.05% Add +1.5% 415,610 $33.7M
Rockport Wealth LLC 7.70% Reduce -5.8% 410,601 $33.2M
KCM Investment Advisors LLC 1.12% Reduce -0.6% 408,538 $33.1M
Trust Asset Management LLC 2.43% No change 405,519 $32.8M
MML Investors Services, LLC 0.09% Add +2.2% 389,655 $31.6M
Jane Street Group, LLC 0.05% New 369,691 $29.9M
Mirae Asset Securities (usa) Inc. 1.25% No change 350,000 $28.3M
Factory Mutual Insurance Co. 0.30% No change 336,700 $27.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.70% Add +5.2% 319,029 $25.8M
Gerber Kawasaki Wealth & Investment Management 0.99% Add +2.6% 315,034 $25.5M
Cambridge Investment Research Advisors, Inc. 0.08% Add +49.8% 314,862 $25.5M
Cercano Management LLC 0.65% Reduce -28.5% 281,233 $22.8M
Swan Global Investments, LLC 1.03% Reduce -7.8% 275,299 $22.3M
Benjamin Edwards Inc. 0.28% Add +517.1% 273,908 $22.2M
1832 Asset Management L.P. 0.04% Add +6.0% 267,599 $21.7M
Tiaa Trust, National Association 0.06% Add +650.2% 267,561 $21.7M
Brevan Howard Capital Management LP 0.24% Add +604.3% 265,431 $21.5M
Perbak Capital Partners LLP 4.81% Add +727.9% 262,692 $21.3M
Moore Capital Management, LP 0.45% Add +1364.6% 258,886 $21.0M
Rockefeller Capital Management L.P. 0.04% Add +4.0% 251,008 $20.5M
US Bancorp \de 0.03% Reduce -2.9% 249,954 $20.2M
Phoenix Financial Ltd. 0.26% Add +9.2% 242,017 $19.6M
Trek Financial, LLC 1.31% Add +54.6% 240,793 $19.5M
J. Goldman & Co LP 0.61% Reduce -17.4% 240,596 $19.5M
Kingsview Wealth Management, LLC 0.33% Add +17.1% 238,902 $19.3M
Estate Counselors, LLC 1.82% Add +24.9% 228,453 $18.5M
Rothschild Capital Partners, LLC 4.75% Add +2.7% 223,520 $18.1M
RiverFront Investment Group, LLC 0.34% Reduce -2.3% 218,319 $17.7M
Armstrong Advisory Group, Inc. 1.32% Add +0.0% 215,737 $17.5M
Mariner, LLC 0.02% Add +13.9% 211,707 $17.1M
Full Sail Capital, LLC 0.98% Add +7.2% 210,270 $17.0M
Private Advisor Group, LLC 0.09% Add +9.7% 206,695 $16.7M
Potomac Fund Management Inc. 0.95% New 205,651 $16.7M
Sanctuary Advisors, LLC 0.10% Add +4.9% 199,200 $16.1M
Northern Trust Corp. 0.00% Add +5.7% 194,363 $15.7M
Clarity Financial LLC 1.69% Reduce -15.8% 193,704 $15.7M
Equitable Holdings, Inc. 0.13% Add +26.0% 191,304 $15.5M
Peapack Gladstone Financial Corp. 0.22% Reduce -0.8% 189,874 $15.4M
Janney Capital Management LLC 0.94% Reduce -3.8% 179,367 $14.5M
Park Avenue Securities LLC 0.13% Add +46.8% 178,793 $14.5M
Captrust Financial Advisors 0.03% Add +628.3% 177,445 $14.4M
Biltmore Wealth Management, LLC 5.77% Add +1.3% 175,921 $14.2M
Creative Planning 0.01% Add +2.4% 172,753 $14.0M
PNC Financial Services Group, Inc. 0.01% Reduce -4.0% 172,377 $14.0M
MAI Capital Management 0.09% Reduce -1.6% 167,457 $13.6M
Passaic Partners LLC 1.64% Reduce -7.5% 167,315 $13.5M
IHT Wealth Management, LLC 0.37% Add +19.1% 165,683 $13.4M
Bar Harbor Wealth Management 0.86% Reduce -1.2% 165,351 $13.4M
Krilogy Financial LLC 0.76% Add +4.0% 163,713 $13.3M
J.W. Cole Advisors, Inc. 0.27% Add +36.6% 157,993 $12.8M
Prestige Wealth Management Group LLC 2.60% Reduce -3.7% 157,194 $12.7M
Kestra Advisory Services, LLC 0.06% Add +4.5% 152,462 $12.3M
Concurrent Investment Advisors, LLC 0.23% Add +0.4% 146,137 $11.8M
Makena Capital Management LLC 1.17% Add +17.0% 144,483 $11.7M
NewEdge Advisors, LLC 0.06% Add +18.6% 144,224 $11.7M
Integrated Wealth Concepts LLC 0.11% Add +11.8% 141,442 $11.5M
Sharper & Granite LLC 4.24% Reduce -0.4% 135,598 $11.1M
Evolution Wealth Advisors, LLC 1.58% Reduce -0.2% 133,053 $10.8M
IMZ Advisory Inc 4.28% Add +31.6% 132,202 $10.7M
WFA Asset Management Corp 5.98% Reduce -47.3% 138,144 $10.6M
Ayalon Insurance Comp Ltd. 3.02% No change 129,192 $10.5M
SteelPeak Wealth, LLC 0.40% Add +42.5% 127,642 $10.3M
Rooted Wealth Advisors, Inc. 3.57% Add +6.0% 127,848 $10.3M
Spire Wealth Management 0.37% Reduce -19.5% 127,598 $10.3M
Renaissance Technologies 0.01% New 126,200 $10.2M
Maven Securities LTD 2.63% Reduce -35.7% 125,571 $10.2M
Private Wealth Advisors, LLC 3.98% Add +42.6% 125,368 $10.2M
Trilogy Capital Inc. 0.49% Add +117.6% 125,206 $10.1M
Valence8 US LP 4.20% Add +0.5% 123,271 $10.0M
DAVENPORT & Co LLC 0.05% Reduce -5.2% 122,559 $9.9M
Meitav Investment House Ltd. 0.13% Reduce -10.7% 121,475 $9.8M
Measured Wealth Private Client Group, LLC 2.91% Add +1.9% 120,309 $9.7M
Walleye Trading LLC 0.24% New 119,859 $9.7M
Jones Financial Companies LLLP 0.01% Add +24.0% 119,595 $9.6M
Susquehanna International Group, LLP 0.01% Add +718.7% 118,969 $9.6M
Prime Capital Investment Advisors, LLC 0.13% Reduce -29.8% 118,700 $9.6M
HRT Financial LP 0.04% Add +270.1% 117,126 $9.5M
Sumitomo Mitsui Financial Group, Inc. 0.15% Reduce -0.6% 117,071 $9.5M
Salomon & Ludwin, LLC 0.92% Reduce -0.4% 112,862 $9.3M
Prudent Investors Network, Inc. 2.48% Add +0.2% 113,716 $9.2M
Stillwater Capital Advisors, LLC 1.15% Add +0.3% 111,547 $9.0M
Gunma Bank,Ltd. 2.86% No change 108,249 $8.8M
Capital Insight Partners, LLC 1.52% Reduce -7.3% 107,701 $8.7M
Kwmg, LLC 0.77% Add +1.7% 101,780 $8.2M
Confluence Investment Management LLC 0.11% New 99,157 $8.0M
Novare Capital Management LLC 0.65% Add +0.9% 98,783 $8.0M
Atria Investments, Inc 0.09% Add +5.3% 97,748 $7.9M
Ameraudi Asset Management, Inc. 4.11% Add +4.3% 96,903 $7.8M
LifePlan Financial, LLC 6.50% Reduce -1.1% 96,828 $7.8M
IFG Advisory, LLC 0.39% Reduce -5.0% 96,459 $7.8M
United Asset Strategies, Inc. 0.67% Reduce -1.6% 96,279 $7.8M
Steward Partners Investment Advisory, LLC 0.06% Reduce -29.8% 95,447 $7.7M
Spinnaker Trust 0.46% Reduce -1.6% 93,771 $7.6M
Matauro, LLC 1.41% Reduce -37.6% 92,779 $7.5M
Fifth Third Securities, Inc. 0.55% Reduce -11.2% 90,733 $7.3M
Jain Global LLC 0.12% New 90,488 $7.3M
Money Concepts Capital Corp. 0.49% Add +3.2% 89,965 $7.3M
EWG Elevate Inc. 2.23% New 89,535 $7.2M
BNP Paribas Financial Markets 0.01% Reduce -96.8% 89,526 $7.2M
Occidental Asset Management, LLC 1.00% Add +1473.3% 89,298 $7.2M
First Interstate Bank 0.42% Reduce -2.3% 88,901 $7.2M
NorthCoast Asset Management LLC 0.03% Add +1136.0% 88,128 $7.1M
Atria Wealth Solutions, Inc. 0.16% Reduce -24.3% 86,029 $7.0M
German American Bancorp, Inc. 0.68% Reduce -1.9% 85,376 $6.9M
First Merchants Corp. 0.27% Reduce -3.6% 85,207 $6.9M
Capital Investment Advisors, LLC 0.12% Reduce -87.2% 83,960 $6.8M
WT Wealth Management 2.01% Add +2.7% 83,641 $6.8M
Circle Wealth Management, LLC 0.15% Add +0.2% 83,634 $6.8M
Ashton Thomas Private Wealth, LLC 0.24% Reduce -38.9% 83,249 $6.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +34.6% 81,831 $6.7M
GAMCO Investors 0.07% No change 82,000 $6.6M
Corient Private Wealth LP 0.01% Add +42.5% 81,973 $6.6M
Meiji Yasuda Life Insurance Co 0.19% No change 79,949 $6.5M
Comerica Bank 0.02% Add +6.0% 79,298 $6.4M
Ocean Park Asset Management, LLC 0.22% No change 77,021 $6.3M
Advisory Services Network, LLC 0.10% Reduce -5.3% 76,964 $6.1M
SG Americas Securities, LLC 0.03% Reduce -66.2% 74,762 $6.1M
One Wealth Map LLC 3.32% Add +9.5% 74,789 $6.0M
Madison Park Capital Advisors, LLC 5.07% Add +0.4% 74,394 $6.0M
Algorithmic Investment Models, LLC 4.11% Add +18.6% 74,201 $6.0M
Independent Financial Group, LLC 0.16% Reduce -3.7% 73,458 $5.9M
Dynamic Advisor Solutions LLC 0.18% Add +6.8% 73,153 $5.9M
Old National Bancorp 0.10% Reduce -11.7% 72,204 $5.8M
Howard Capital Management Group, LLC 0.40% Reduce -0.9% 71,707 $5.8M
Westwood Holdings Group Inc. 0.04% Reduce -1.7% 71,250 $5.8M
Brave Asset Management Inc. 1.57% Reduce -0.5% 70,929 $5.8M
Focus Partners Wealth 0.01% Add +1.1% 70,660 $5.7M
Banco Santander, S.A. 0.05% Add +139.8% 70,295 $5.7M
Capital Investment Advisory Services, LLC 0.46% Add +6.1% 68,853 $5.6M
Waverly Advisors, LLC 0.06% Add +14.0% 68,359 $5.5M
Graypoint LLC 0.31% Reduce -7.8% 67,215 $5.4M
NWF Advisory Services Inc. 0.65% Add +6.9% 67,206 $5.4M
Lodge Hill Capital, LLC 1.24% Add +58.1% 66,610 $5.4M
Ferguson Wellman Capital Management, Inc. 0.09% Reduce -0.3% 66,557 $5.4M
SMART Wealth LLC 1.69% Add +16.7% 66,447 $5.4M
Premier Path Wealth Partners, LLC 0.74% Add +3.4% 65,988 $5.3M
FMR LLC 0.00% Add +2.2% 65,190 $5.3M
Innealta Capital, LLC 2.74% Reduce -17.3% 64,234 $5.2M
Sage Capital Management, LLC 2.50% Add +0.6% 64,191 $5.2M
Vickerman Investment Advisors, Inc. 1.10% Reduce -2.5% 63,485 $5.1M
Sound View Wealth Advisors Group, LLC 0.38% Add +7.4% 63,475 $5.1M
Baird Financial Group, Inc. 0.01% Add +16.4% 63,125 $5.1M
Long Run Wealth Advisors, LLC 1.07% Add +5.8% 62,950 $5.1M
Fca Corp. 1.50% Add +1.9% 62,050 $5.0M
Destination Wealth Management 0.15% Reduce -2.3% 61,718 $5.0M
National Bank of Canada 0.01% Reduce -1.0% 60,696 $4.9M
SRB Corp. 0.29% No change 59,584 $4.8M
Chemung Canal Trust Co. 1.01% Reduce -6.0% 59,479 $4.8M
1607 Capital Partners, LLC 0.39% Add +67.3% 58,690 $4.8M
Franklin Resources Inc. 0.00% Add +22.6% 56,837 $4.6M
Innova Wealth Partners 2.70% New 56,680 $4.6M
Intrua Financial, LLC 0.64% Add +1045.2% 55,048 $4.5M
Robertson Stephens Wealth Management, LLC 0.15% Reduce -39.4% 54,523 $4.4M
Winthrop Capital Management, LLC 1.12% Reduce -8.9% 54,493 $4.4M
Dakota Wealth Management 0.09% Reduce -4.0% 54,342 $4.4M
Allspring Global Investments Holdings, LLC 0.01% Add +12.2% 54,217 $4.4M
Martin & Co. Inc. 0.81% Reduce -1.0% 54,211 $4.4M
Compass Wealth Management, LLC 2.34% — 54,109 $4.4M
Focus Financial Network, Inc. 0.17% Reduce -5.3% 52,970 $4.3M
AlphaCore Capital LLC 0.16% Add +40554.3% 52,444 $4.2M
Walleye Capital LLC 0.04% Reduce -43.4% 52,164 $4.2M
Ellis Investment Partners, LLC 0.82% Add +0.8% 52,056 $4.2M
Avantax Advisory Services, Inc. 0.02% Add +4.7% 51,899 $4.2M
Sigma Planning Corp 0.13% Reduce -23.8% 51,496 $4.2M
Hancock Whitney Corp. 0.08% Add +1021.4% 51,304 $4.2M
Farmers & Merchants Trust Co of Chambersburg PA 1.29% Reduce -0.1% 50,806 $4.1M
MMBG Investment Advisors Co. 0.41% Reduce -1.2% 50,602 $4.1M
Tucker Asset Management LLC 1.31% Reduce -3.7% 50,503 $4.1M
Associated Banc-Corp 0.12% Reduce -3.3% 50,482 $4.1M
Bessemer Group Inc. 0.01% Reduce -98.6% 50,335 $4.1M
Wealthcare Advisory Partners LLC 0.09% Add +34.0% 50,257 $4.1M
Coastal Bridge Advisors, LLC 0.34% New 50,183 $4.1M
Simmons Bank 0.29% Add +0.7% 49,502 $4.0M
Toth Financial Advisory Corp. 0.46% Add +7.0% 49,045 $4.0M
Orange Investment Advisors, Inc. 0.43% Add +0.8% 49,028 $4.0M
Vestor Capital, LLC 0.29% Add +3480.8% 29,219 $3.9M
SkyView Investment Advisors, LLC 0.56% Add +1.4% 48,545 $3.9M
Mitsubishi UFJ Asset Management (UK) Ltd. 2.01% Reduce -14.4% 47,700 $3.9M
Founders Financial Securities LLC 0.29% Reduce -6.1% 47,642 $3.9M
Fifth Third Bancorp 0.01% Reduce -3.7% 47,319 $3.8M
Mission Hills Financial Advisory, LLC 2.36% Reduce -2.6% 47,044 $3.8M
Pathstone Holdings, LLC 0.01% Reduce -54.3% 46,971 $3.8M
Providence First Trust Co 1.34% Add +0.5% 46,835 $3.8M
Fortis Group Advisors, LLC 0.69% Reduce -51.1% 47,275 $3.8M
LMR Partners LLP 0.09% Reduce -43.3% 46,451 $3.8M
WBH Advisory Inc. 0.32% Reduce -9.8% 46,117 $3.7M
Capital Advantage, Inc. 0.59% Reduce -1.8% 45,813 $3.7M
Synovus Financial Corp. 0.04% Add +0.0% 45,334 $3.7M
First International Bank of Israel Ltd. 2.16% — 45,300 $3.7M
Penserra Capital Management LLC 0.05% New 45,267 $3.7M
Apexium Financial, LP 0.19% Add +0.0% 45,217 $3.7M
Vista Finance, LLC 3.15% Reduce -1.3% 45,167 $3.7M
Freedom Investment Management, Inc. 0.29% Add +24.5% 45,031 $3.6M
Centaurus Financial, Inc. 0.21% Reduce -0.4% 44,853 $3.6M
Cresset Asset Management, LLC 0.02% Reduce -13.6% 44,321 $3.6M
Stockman Wealth Management, Inc. 0.49% Add +0.2% 44,180 $3.6M
First Trust Advisors LP 0.00% Add +65.3% 43,809 $3.5M
Cerity Partners LLC 0.01% Reduce -7.4% 43,378 $3.5M
Canton Hathaway, LLC 0.72% Reduce -0.2% 43,321 $3.5M
Oppenheimer & Co. Inc. 0.05% Add +257.0% 43,305 $3.5M
Main Street Financial Solutions, LLC 0.25% Add +1.5% 42,934 $3.5M
Thor Trading Advisors, LLC 4.33% Reduce -81.3% 42,676 $3.5M
AlphaQuest LLC 0.34% New 42,286 $3.4M
Transcend Capital Advisors, LLC 0.26% Reduce -6.3% 41,704 $3.4M
First Financial Bank - Trust Division 0.29% Add +5.6% 40,759 $3.3M
Venturi Wealth Management, LLC 0.16% Add +42.9% 40,717 $3.3M
Signal Advisors Wealth, LLC 0.25% Add +30.0% 40,251 $3.3M
Tradewinds Capital Management, LLC 0.81% New 39,760 $3.2M
PCG Wealth Advisors, LLC 1.64% Reduce -2.5% 39,709 $3.2M
Foronjy Financial LLC 1.50% — 39,532 $3.2M
Arkadios Wealth Advisors 0.10% Add +7.2% 39,497 $3.2M
Two Sigma Securities, LLC 0.39% Reduce -38.4% 39,203 $3.2M
Cedar Mountain Advisors, LLC 0.65% Add +2.3% 38,696 $3.1M
Capital Advisors Wealth Management, LLC 0.49% Reduce -1.4% 38,517 $3.1M
Thrivent Financial for Lutherans 0.01% Reduce -78.3% 38,353 $3.1M
Theory Financial LLC 1.17% Reduce -45.6% 38,681 $3.1M
B. Riley Wealth Advisors, Inc. 0.15% Add +224.1% 38,035 $3.1M
Allred Capital Management, LLC 1.15% Add +11.0% 37,988 $3.1M
Granite Harbor Advisors, Inc. 1.44% Reduce -2.3% 37,774 $3.1M
Polymer Capital Management (HK) LTD 0.48% Reduce -8.8% 37,500 $3.0M
Delos Wealth Advisors, LLC 2.35% Reduce -6.1% 37,103 $3.0M
Cwm, LLC 0.01% Add +11.1% 37,031 $3.0M
RPg Family Wealth Advisory, LLC 0.79% Add +8.5% 36,752 $3.0M
Larson Financial Group LLC 0.12% Add +609.7% 36,598 $3.0M
CreativeOne Wealth, LLC 0.08% Reduce -20.7% 36,517 $3.0M
Summit Financial, LLC 0.07% Reduce -3.4% 36,174 $2.9M
Citadel Advisors 0.00% Reduce -97.7% 36,132 $2.9M
Horizon Investments, LLC 0.05% Reduce -0.4% 35,783 $2.9M
AE Wealth Management LLC 0.02% Reduce -16.0% 35,702 $2.9M
Brookstone Capital Management 0.04% Reduce -45.4% 35,468 $2.9M
Apollon Financial, LLC 0.60% Add +1.8% 35,097 $2.8M
TD Waterhouse Canada Inc. 0.02% Reduce -12.8% 34,161 $2.8M
Berger Financial Group, Inc 0.18% Add +0.8% 34,468 $2.8M
Butensky & Cohen Financial Security, Inc. 0.82% Add +3.7% 34,161 $2.8M
Magnus Financial Group LLC 0.24% Add +3.4% 34,131 $2.8M
BBR Partners, LLC 0.17% New 33,770 $2.7M
Ethos Financial Group, LLC 0.24% Add +0.0% 33,752 $2.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.18% New 33,702 $2.7M
Bank of New York Mellon Corp 0.00% Add +26.9% 33,670 $2.7M
Tudor Investment Corporation 0.02% Add +101.7% 33,455 $2.7M
Everstar Asset Management, LLC 1.65% Reduce -0.3% 33,422 $2.7M
Fluent Financial, LLC 1.11% Add +42.4% 33,376 $2.7M
CoreCap Advisors, LLC 0.11% Add +21.9% 32,984 $2.7M
FSC Wealth Advisors, LLC 1.68% Reduce -57.6% 32,929 $2.7M
AMG National Trust Bank 0.07% Reduce -2.1% 32,906 $2.7M
Midwest Trust Co 0.04% — 32,762 $2.7M
Schwarz Dygos Wheeler Investment Advisors LLC 0.60% Reduce -0.1% 32,655 $2.6M
Acima Private Wealth, LLC 0.90% No change 32,625 $2.6M
Sequoia Financial Advisors, LLC 0.02% Add +16.9% 32,531 $2.6M
Helium Advisors LLC 1.65% Add +1.1% 32,261 $2.6M
TCV Trust & Wealth Management, Inc. 0.23% Add +2.9% 32,030 $2.6M
Verus Capital Partners, LLC 0.23% Add +8.8% 31,992 $2.6M
Retirement Planning Group, LLC 0.11% Reduce -12.9% 31,948 $2.6M
WP Advisors, LLC 0.71% Add +2.4% 31,909 $2.6M
Citizens Financial Group Inc. 0.04% Reduce -2.7% 31,745 $2.6M
Prosperity Consulting Group, LLC 0.19% Reduce -3.0% 31,532 $2.6M
Retirement Guys Formula LLC 0.95% Add +5.0% 30,977 $2.5M
Tritonpoint Wealth, LLC 0.23% Add +1.2% 30,899 $2.5M
1 North Wealth Services LLC 0.99% New 30,843 $2.5M
Wealthfront Advisers LLC 0.01% Add +2.5% 30,747 $2.5M
Asset Advisors Investment Management, LLC 0.25% Add +0.7% 30,672 $2.5M
Camelot Technology Advisors, Inc. 2.13% Add +13.3% 30,447 $2.5M
&partners 0.02% Reduce -1.8% 30,417 $2.5M
Regal Investment Advisors LLC 0.18% Add +16.4% 30,356 $2.5M
Astor Investment Management LLC 1.32% Reduce -21.4% 30,208 $2.4M
GTS Securities LLC 0.11% Reduce -90.9% 29,716 $2.4M
Quantinno Capital Management LP 0.01% Reduce -4.1% 29,623 $2.4M
Jump Financial, LLC 0.03% New 29,598 $2.4M
FIL Ltd 0.00% Add +6.1% 29,281 $2.4M
AAFMAA Wealth Management & Trust LLC 0.98% Add +161.9% 29,211 $2.4M
M&T Bank Corp 0.01% Add +3.1% 28,796 $2.3M
Lido Advisors, LLC 0.01% Reduce -2.4% 28,617 $2.3M
Afg Fiduciary Services Limited Partnership 1.48% Add +9.9% 28,077 $2.3M
Pallas Capital Advisors LLC 0.09% Reduce -38.3% 28,258 $2.3M
Essex LLC 0.45% Add +5.8% 28,228 $2.3M
Diversified Enterprises, LLC 0.17% Reduce -2.7% 28,206 $2.3M
CMG Global Holdings, LLC 1.19% Add +30.1% 28,081 $2.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.39% Reduce -0.5% 27,882 $2.3M
Axxcess Wealth Management, LLC 0.05% Add +0.1% 27,792 $2.3M
Colton Groome Financial Advisors, LLC 0.76% Add +16.5% 27,765 $2.2M
Private Wealth Group, LLC 1.19% Reduce -0.4% 27,672 $2.2M
Nelson Capital Management, LLC 0.30% Add +0.5% 27,654 $2.2M
Keybank National Association 0.01% Add +4.3% 27,572 $2.2M
Twin Focus Capital Partners, LLC 0.31% Reduce -1.4% 27,534 $2.2M
GeoWealth Management, LLC 0.09% Add +26.6% 27,496 $2.2M
Western Wealth Management, LLC 0.13% Add +1.7% 27,382 $2.2M
Cooksen Wealth, LLC 1.78% Add +33.3% 27,349 $2.2M
Massachusetts Wealth Management 1.24% Add +2.6% 27,197 $2.2M
Transamerica Financial Advisors, LLC 0.21% Reduce -0.5% 27,060 $2.2M
Sepio Capital, LP 0.16% Reduce -2.8% 26,952 $2.2M
Busey Bank 0.07% Add +1.1% 26,917 $2.2M
GenTrust, LLC 0.10% Reduce -9.5% 26,853 $2.2M
Laurel Wealth Advisors LLC 0.32% Add +3.8% 26,801 $2.2M
Paloma Partners Management Co 0.93% New 26,766 $2.2M
Sharpepoint LLC 2.22% Add +4.3% 26,605 $2.2M
Climber Capital SA 1.38% Add +3.4% 26,693 $2.1M
111 Capital 0.37% Reduce -82.2% 26,273 $2.1M
First Horizon Advisors, Inc. 0.05% Add +22.5% 26,083 $2.1M
Integrated Advisors Network LLC 0.09% Reduce -38.9% 25,743 $2.1M
Ignite Planners, LLC 0.36% Add +0.7% 25,738 $2.1M
Flagstar Securities, Inc. 0.57% Add +4.3% 25,430 $2.1M
Crew Capital Management, Ltd 1.48% Add +158.9% 25,382 $2.1M
Kennicott Capital Management LLC 1.17% Add +5.1% 25,281 $2.0M
Vectors Research Management, LLC 0.70% Reduce -1.6% 25,086 $2.0M
Primoris Wealth Advisors, LLC 1.38% Reduce -6.2% 25,017 $2.0M
Mercer Global Advisors Inc. 0.00% Add +13.9% 24,948 $2.0M
Kestra Private Wealth Services, LLC 0.03% Reduce -9.9% 24,839 $2.0M
Interactive Financial Advisors, Inc. 0.98% Reduce -0.9% 24,779 $2.0M
Beaumont Financial Advisors, LLC 0.14% Reduce -1.1% 24,670 $2.0M
CWC Advisors, LLC. 1.03% Add +2.9% 24,666 $2.0M
Wbi Investments, LLC 0.52% Reduce -2.5% 24,559 $2.0M
Sowell Financial Services LLC 0.08% Add +1.9% 24,521 $2.0M
Westside Investment Management, Inc. 0.37% Add +20.0% 24,481 $2.0M
Simplicity Wealth,LLC 0.08% Add +99.9% 24,306 $2.0M
Hilltop Holdings Inc. 0.13% Add +31.7% 24,296 $2.0M
Ledyard National Bank 0.18% Reduce -2.8% 24,193 $2.0M
Carnegie Investment Counsel 0.04% Add +1.6% 24,115 $2.0M
AQR Capital Management 0.00% Add +35.3% 24,051 $1.9M
Ranch Capital Advisors Inc. 0.84% Add +8.5% 24,026 $1.9M
Sage Capital Advisors,llc 0.48% Reduce -20.3% 23,925 $1.9M
Choreo, LLC 0.03% Add +119.5% 23,824 $1.9M
Harrell Investment Partners, LLC 0.49% Reduce -69.4% 23,683 $1.9M
Stephens Inc. 0.03% Reduce -16.0% 23,607 $1.9M
Capstone Wealth Management Group LLC 1.39% Add +2.2% 23,540 $1.9M
Clear Creek Financial Management, LLC 0.18% Reduce -5.5% 23,379 $1.9M
Mill Creek Capital Advisors, LLC 0.04% Add +17.9% 23,250 $1.9M
Bank of Nova Scotia 0.00% Reduce -97.7% 23,370 $1.9M
Merit Financial Group, LLC 0.02% Add +3.8% 22,994 $1.9M
Dorsey & Whitney Trust CO LLC 0.10% Add +0.3% 22,930 $1.9M
Ami Investment Management Inc. 0.48% Add +12.6% 22,923 $1.9M
Magnolia Capital Management Ltd. 1.47% No change 22,800 $1.8M
Evercore Wealth Management, LLC 0.03% No change 22,771 $1.8M
Cary Street Partners Financial LLC 0.05% Add +11.1% 22,666 $1.8M
M3 Advisory Group, LLC 1.27% Reduce -0.2% 22,661 $1.8M
Navis Wealth Advisors, LLC 1.54% Add +0.6% 22,641 $1.8M
Stratos Wealth Partners, LTD. 0.03% Reduce -25.7% 22,591 $1.8M
Scotia Capital Inc. 0.01% Add +15.9% 22,449 $1.8M
Donald L. Hagan, LLC 0.90% Add +90.3% 22,322 $1.8M
Nwam LLC 0.10% Add +112.7% 22,454 $1.8M
Shepherd Financial Partners LLC 0.19% Add +1.7% 21,966 $1.8M
JBGlobal.com LLC 1.84% No change 21,850 $1.8M
Virtue Capital Management, LLC 0.33% Reduce -2.1% 21,832 $1.8M
Cabana LLC 10.14% New 21,825 $1.8M
Zullo Investment Group, Inc. 0.71% Add +1.8% 21,730 $1.8M
Blair William & Co. 0.00% Add +2.5% 21,678 $1.8M
Advyzon Investment Management, LLC 0.38% Add +13.4% 21,399 $1.7M
Old Second National Bank of Aurora 0.38% Add +1.0% 21,315 $1.7M
Advisor Resource Council 0.84% Reduce -70.0% 21,237 $1.7M
Byrne Financial Freedom, LLC 0.86% Add +28.8% 21,140 $1.7M
Moulton Wealth Management, Inc. 1.28% Add +0.8% 20,650 $1.7M
Affiance Financial, LLC 0.34% Reduce -0.3% 20,769 $1.7M
Counterweight Ventures, LLC 1.09% Add +2.0% 20,662 $1.7M
Straightline Group LLC 1.04% Add +3.7% 20,653 $1.7M
Fourth Dimension Wealth, LLC 0.70% Add +9.1% 20,563 $1.7M
3EDGE Asset Management, LP 0.10% Reduce -47.8% 20,485 $1.7M
Foundations Investment Advisors, LLC 0.03% Add +203.5% 20,099 $1.6M
Parkside Investments, LLC 0.22% Add +33.3% 20,000 $1.6M
Harbour Investments, Inc. 0.04% Add +0.3% 19,843 $1.6M
Greenland Capital Management LP 0.22% New 19,783 $1.6M
Kornitzer Capital Management Inc. 0.03% New 19,775 $1.6M
Legacy Financial Strategies, LLC 0.31% New 19,664 $1.6M
Addison Advisors LLC 0.40% Add +470.9% 19,650 $1.6M
Pacific Capital Wealth Advisors, Inc. 0.29% Reduce -62.6% 19,267 $1.6M
Bank of Marin 1.19% New 19,519 $1.6M
Elevation Point Wealth Partners, LLC 0.12% Reduce -4.2% 19,365 $1.6M
III Capital Management 0.31% No change 19,300 $1.6M
Moloney Securities Asset Management, LLC 0.19% Add +3.3% 19,150 $1.6M
City Center Advisors, LLC 1.65% New 19,042 $1.5M
Mutual Advisors, LLC 0.04% Reduce -21.2% 18,814 $1.5M
Trust Co 0.17% Reduce -15.0% 18,849 $1.5M
U.S. Capital Wealth Advisors, LLC 0.04% Reduce -0.8% 18,804 $1.5M
McKinley Carter Wealth Services, Inc. 0.08% Reduce -1.8% 18,714 $1.5M
Prostatis Group LLC 0.43% Add +606.5% 18,652 $1.5M
Crescent Grove Advisors, LLC 0.15% Add +3.8% 18,629 $1.5M
Ameritas Advisory Services, LLC 0.08% Reduce -11.9% 18,576 $1.5M
Glenmede Investment Management, LP 0.01% — 18,512 $1.5M
Horizon Financial Services, LLC 0.79% Reduce -0.1% 18,488 $1.5M
MV Capital Management, Inc. 0.15% Reduce -2.3% 18,399 $1.5M
First Manhattan Co. Llc. 0.00% Add +70.2% 18,345 $1.5M
HBW Advisory Services LLC 0.18% Add +4.6% 18,166 $1.5M
Chesapeake Wealth Management 0.49% Reduce -0.2% 18,002 $1.5M
Meridian Wealth Management, LLC 0.06% Add +17.5% 17,918 $1.5M
Fiduciary Group, LLC 0.14% Add +0.7% 17,818 $1.4M
Choate Investment Advisors 0.03% No change 17,792 $1.4M
Virtu Financial LLC 0.07% New 17,770 $1.4M
Bfsg, LLC 0.16% Reduce -11.8% 17,740 $1.4M
Guardian Asset Advisors, LLC 0.82% Add +9.4% 17,706 $1.4M
CENTRAL TRUST Co 0.03% Reduce -14.7% 17,655 $1.4M
First National Bank of Hutchinson 0.89% No change 17,585 $1.4M
Simplex Trading, LLC 0.04% Reduce -80.3% 17,435 $1.4M
V2 Financial group LLC 0.84% Add +1.8% 17,182 $1.4M
Summit Trail Advisors, LLC 0.02% Reduce -14.6% 17,170 $1.4M
Peterson Wealth Management 0.82% Reduce -51.7% 17,160 $1.4M
MontVue Capital Management, Inc. 0.98% Reduce -3.3% 17,046 $1.4M
Asset Allocation Strategies LLC 0.30% Add +8.4% 16,969 $1.4M
Verdence Capital Advisors LLC 0.09% Add +6.7% 16,855 $1.4M
Gladstone Institutional Advisory LLC 0.06% Add +14.9% 16,765 $1.4M
Planning Directions Inc. 0.76% Reduce -7.3% 16,578 $1.3M
O'shaughnessy Asset Management, LLC 0.01% Add +9.9% 16,529 $1.3M
CIBC Private Wealth Group LLC 0.00% Reduce -9.9% 16,514 $1.3M
Headlands Technologies LLC 0.16% Add +57.1% 16,358 $1.3M
Mechanics Bank Trust Department 0.19% Reduce -4.3% 16,028 $1.3M
PFG Investments, LLC 0.08% Add +0.8% 16,010 $1.3M
Orion Porfolio Solutions, LLC 0.01% Add +17.8% 15,980 $1.3M
Federation des caisses Desjardins du Quebec 0.01% Reduce -26.8% 15,933 $1.3M
High Note Wealth, LLC 0.29% Reduce -1.3% 15,874 $1.3M
Kraft, Davis & Associates, LLC 0.35% New 15,933 $1.3M
Weaver Capital Management LLC 0.32% Reduce -1.4% 15,841 $1.3M
Spreng Capital Management, Inc. 0.54% Reduce -1.6% 15,803 $1.3M
Lanark Financial, Inc. 0.10% Reduce -4.8% 15,801 $1.3M
Banque Pictet & Cie SA 0.01% No change 15,790 $1.3M
UNIVEST FINANCIAL Corp 0.08% Reduce -44.2% 15,714 $1.3M
Brown, Lisle/Cummings, Inc. 0.34% Add +3.3% 15,708 $1.3M
BlueCrest Capital Management Ltd 0.18% Reduce -50.0% 15,644 $1.3M
Curat Global, LLC 1.21% Add +45.0% 15,615 $1.3M
Quest 10 Wealth Builders, Inc. 1.23% Add +0.8% 15,593 $1.3M
Ausdal Financial Partners, Inc. 0.08% Reduce -47.6% 15,545 $1.3M
Nations Financial Group Inc, /Ia/ 0.09% Add +1.4% 15,463 $1.3M
Fulcrum Equity Management 1.28% Add +72.1% 15,432 $1.2M
Boltwood Capital Management 0.35% Reduce -2.2% 15,413 $1.2M
Commerce Bank 0.01% Add +9.6% 15,404 $1.2M
Creative Financial Designs Inc. 0.09% Reduce -1.1% 15,361 $1.2M
Luminist Capital LLC 1.23% Add +141.3% 15,066 $1.2M
Atlantic Union Bankshares Corp 0.03% Add +209.8% 15,153 $1.2M
Wilmington Savings Fund Society, FSB 0.02% Reduce -6.1% 15,131 $1.2M
Cushing Capital Partners, LLC 1.03% Add +3.1% 15,103 $1.2M
CX Institutional 0.04% Reduce -50.7% 15,098 $1.2M
Midwest Financial Group LLC 0.64% Reduce -3.4% 15,034 $1.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -14.0% 15,064 $1.2M
Analyst IMS Investment Management Services Ltd. 0.04% No change 14,970 $1.2M
Elevate Capital Advisors, LLC 0.96% New 14,877 $1.2M
Colony Family Offices, LLC 0.31% Reduce -0.3% 14,866 $1.2M
RoundAngle Advisors LLC 1.00% Add +19.4% 14,856 $1.2M
Johnson Investment Counsel Inc. 0.01% Reduce -6.3% 14,815 $1.2M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -30.5% 14,805 $1.2M
Integrity Alliance, Llc. 0.07% Reduce -25.2% 14,750 $1.2M
10Elms LLP 1.30% Add +0.3% 14,499 $1.2M
Atlas Capital Advisors Inc. 0.14% Reduce -29.9% 14,289 $1.2M
Jackson Hole Capital Partners, LLC 0.21% No change 14,235 $1.2M
Encompass More Asset Management 0.27% Reduce -37.3% 14,129 $1.1M
Wedmont Private Capital 0.05% Reduce -4.3% 14,143 $1.1M
Ashton Thomas Securities, LLC 0.27% Reduce -5.1% 13,991 $1.1M
Rational Advisors, Inc. 0.12% Reduce -11.2% 13,987 $1.1M
RiverGlades Family Offices LLC 0.74% Add +3.0% 13,975 $1.1M
Maridea Wealth Management LLC 0.29% Reduce -8.7% 13,931 $1.1M
Uptick Partners, LLC 0.32% Add +7.0% 13,848 $1.1M
Thrive Capital Management, LLC 0.34% New 13,581 $1.1M
Crews Bank & Trust 0.17% Reduce -0.6% 13,516 $1.1M
Valeo Financial Advisors, LLC 0.03% Add +1.5% 13,460 $1.1M
OneAscent Financial Services LLC 0.08% Add +1.4% 13,301 $1.1M
Objective Capital Management, LLC 1.22% Add +0.1% 13,425 $1.1M
RDA Financial Network 0.29% Reduce -1.0% 13,375 $1.1M
Kanawha Capital Management LLC 0.08% No change 13,366 $1.1M
Flagship Harbor Advisors, LLC 0.05% Reduce -89.7% 13,341 $1.1M
PCG Asset Management, LLC 0.92% Reduce -3.0% 13,176 $1.1M
PFG Advisors 0.05% Add +7.6% 13,027 $1.1M
PEAK6 LLC 0.04% New 12,963 $1.0M
Calton & Associates, Inc. 0.18% Reduce -0.3% 12,924 $1.0M
Bayesian Capital Management, LP 0.17% New 12,916 $1.0M
RFG Advisory, LLC 0.02% Reduce -18.2% 12,891 $1.0M
Adams Wealth Management 0.20% New 12,879 $1.0M
CacheTech Inc. 0.19% New 12,879 $1.0M
Nikulski Financial, Inc. 0.29% Add +20.8% 12,877 $1.0M
Stratos Wealth Advisors, LLC 0.05% Reduce -4.6% 12,831 $1.0M
Purus Wealth Management, LLC 0.36% Reduce -0.1% 12,731 $1.0M
Miller Investment Management, LP 0.11% Reduce -36.9% 12,727 $1.0M
Hudock, Inc. 0.17% Reduce -23.7% 12,681 $1.0M
Kovack Advisors, Inc. 0.10% Reduce -1.6% 12,471 $1.0M
Belpointe Asset Management LLC 0.04% Reduce -13.3% 12,454 $1.0M
Principal Securities, Inc. 0.02% Add +54.4% 12,238 $991K
HB Wealth Management, LLC 0.01% Reduce -27.7% 12,213 $989K
Huntington National Bank 0.01% Reduce -2.4% 12,159 $985K
Capital Analysts, LLC 0.03% Add +0.2% 12,126 $982K
Howard Capital Management, LLC 0.01% New 12,085 $979K
Florida Financial Advisors, LLC 0.24% Add +26.7% 11,980 $970K
Dai-ichi Life Holdings, Inc. 1.13% New 12,000 $969K
Okabena Investment Services Inc. 0.21% Add +2.8% 11,941 $967K
Personal Cfo Solutions, LLC 0.18% Reduce -16.6% 11,939 $967K
Provida Pension Fund Administrator 0.02% No change 11,905 $964K
Golden State Wealth Management, LLC 0.12% Reduce -1.1% 11,735 $950K
Financial & Tax Architects, LLC 0.23% Add +11.9% 11,704 $948K
New Wave Wealth Advisors LLC 0.40% Add +0.9% 11,684 $946K
Crestwood Advisors Group, LLC 0.02% Add +0.3% 11,619 $941K
Windsor Capital Management, LLC 0.27% Reduce -11.0% 11,562 $936K
WESPAC Advisors SoCal, LLC 0.21% Reduce -59.2% 11,475 $929K
Howe & Rusling Inc. 0.07% Add +20.7% 11,459 $928K
Darwin Wealth Management, LLC 0.32% Reduce -23.5% 11,409 $924K
World Investment Advisors 0.02% Reduce -2.6% 11,360 $920K
Prospera Financial Services Inc 0.02% Add +0.4% 11,302 $915K
Richardson Financial Services Inc. 0.61% New 11,153 $914K
L.M. Kohn & Company 0.25% Add +2.2% 11,273 $913K
Narus Financial Partners, LLC 0.28% Add +191.9% 11,257 $911K
Gradient Capital Advisors, LLC 0.27% Add +0.0% 11,199 $907K
Waldron Private Wealth LLC 0.04% Reduce -10.4% 11,184 $906K
Keebeck Wealth Management 0.12% No change 11,182 $905K
O'ROURKE & COMPANY, Inc 0.42% Reduce -1.6% 11,162 $904K
Mission Creek Capital Partners, Inc. 0.20% Add +0.4% 11,155 $903K
Visionary Wealth Advisors 0.05% Add +107.7% 11,155 $903K
Redwood Financial Network Corp 0.61% Add +13.0% 11,154 $903K
Talon Private Wealth, LLC 0.12% Reduce -63.4% 11,143 $902K
Burford Brothers, Inc. 0.41% Add +0.9% 11,100 $899K
Sovran Advisors, LLC 0.09% Reduce -0.4% 11,002 $895K
ORG Partners LLC 0.20% Add +27.0% 10,835 $890K
International Assets Investment Management, LLC 0.07% Add +5.7% 10,950 $887K
Founders Grove Wealth Partners, LLC 0.22% Add +6.0% 10,936 $885K
Monetary Management Group Inc. 0.22% Add +19.7% 10,935 $885K
Hengehold Capital Management LLC 0.08% Reduce -2.9% 10,877 $881K
Lowe Brockenbrough & Co. Inc. 0.05% Reduce -81.0% 10,867 $880K
D L Carlson Investment Group Inc. 0.16% Reduce -6.1% 10,736 $869K
Silver Oak Securities, Incorporated 0.07% Reduce -63.2% 10,721 $868K
Richard W. Paul & Associates, LLC 0.31% Reduce -5.3% 10,665 $864K
Breed's Hill Capital LLC 0.42% No change 10,659 $863K
Northwestern Mutual Wealth Management Co. 0.00% Add +27.5% 10,610 $859K
MTM Investment Management, LLC 0.29% Add +0.0% 10,599 $858K
Pine Valley Investments Ltd Liability Co 0.05% Reduce -5.8% 10,574 $856K
Plimoth Trust Co. LLC 0.20% Reduce -4.7% 10,485 $849K
Allworth Financial LP 0.00% Add +0.6% 10,476 $848K
Global Retirement Partners, LLC 0.02% — 10,450 $846K
Jackson, Grant Investment Advisers, Inc. 0.31% Add +0.4% 10,429 $844K
Beacon Pointe Advisors, LLC 0.01% Reduce -6.3% 10,417 $844K
Jacobi Capital Management LLC 0.06% Reduce -2.3% 10,357 $839K
Edgestream Partners, L.P. 0.02% New 10,327 $836K
NCM Capital Management, LLC 0.34% Add +0.6% 10,299 $834K
Moors & Cabot, Inc. 0.04% Add +17.6% 10,288 $833K
Keystone Financial Group 0.07% Reduce -4.3% 10,209 $827K
Balefire, LLC 0.18% New 10,112 $819K
Bokf, NA 0.01% Reduce -4.1% 10,098 $818K
Madden Advisory Services, Inc. 0.35% Add +19.9% 10,011 $811K
Runnymede Capital Advisors, Inc. 0.75% No change 10,000 $810K
ARS Investment Partners, LLC 0.06% Reduce -18.6% 9,962 $807K
McAdam, LLC 0.04% Add +6.3% 9,939 $805K
Csenge Advisory Group 0.04% Add +4.6% 9,686 $802K
Financial Engines Advisors L.L.C. 0.00% New 9,898 $801K
Intrepid Financial Planning Group LLC 0.33% Reduce -0.6% 9,745 $789K
Contravisory Investment Management, Inc. 0.15% Add +100.1% 9,701 $785K
StoneX Group Inc. 0.04% Reduce -18.4% 9,611 $778K
Evanson Asset Management, LLC 0.05% Add +0.4% 9,526 $771K
GPS Wealth Strategies Group, LLC 0.09% Reduce -13.0% 9,507 $770K
D.A. Davidson & Co. 0.01% Reduce -22.9% 9,350 $757K
Capital Advisors, Ltd. LLC 0.09% Add +6.5% 9,351 $757K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -20.6% 9,347 $757K
KKM Financial LLC 0.26% Add +16.9% 9,306 $754K
Syon Capital LLC 0.05% Reduce -30.3% 9,276 $751K
HSBC Holdings PLC 0.00% No change 9,151 $741K
Investment Advisory Group, LLC 0.22% Reduce -2.0% 9,127 $739K
Good Life Advisors, LLC 0.05% Add +21.2% 9,098 $737K
Mission Wealth Management, LP 0.02% Add +0.3% 9,067 $734K
Mathes Company, Inc. 0.27% No change 9,050 $733K
Roble, Belko & Company, Inc 0.11% No change 9,036 $732K
Fairvoy Private Wealth, LLC 0.18% Add +94.3% 9,037 $732K
Thoroughbred Financial Services, LLC 0.05% Reduce -11.7% 9,036 $731K
Narwhal Capital Management 0.06% Reduce -0.4% 9,010 $730K
Bailard, Inc. 0.02% Add +38.3% 8,961 $726K
Avior Wealth Management, LLC 0.02% Reduce -26.9% 8,883 $719K
4WEALTH Advisors, Inc. 0.75% Add +1.6% 8,882 $719K
Per Stirling Capital Management, LLC. 0.09% Reduce -50.1% 8,860 $717K
Cornerstone Wealth Group, LLC 0.05% Reduce -91.0% 8,858 $717K
Castleview Partners, LLC 0.46% Add +76.7% 8,831 $715K
Providence Capital Advisors, LLC 0.13% Add +4.9% 8,808 $713K
Gotham Asset Management 0.00% No change 8,799 $712K
Montag A & Associates Inc. 0.03% Add +0.3% 8,780 $711K
Rehmann Capital Advisory Group 0.04% Reduce -6.9% 8,735 $707K
McGuire Investment Group, LLC 0.09% Add +5.9% 8,707 $705K
SCS Capital Management LLC 0.01% Reduce -21.5% 8,608 $697K
Phillips Wealth Planners LLC 0.63% Add +3.4% 8,516 $693K
Financial Advocates Investment Management 0.06% Reduce -61.6% 8,535 $691K
Bricktown Capital, LLC 0.12% No change 8,508 $689K
Sequent Planning LLC 0.22% Add +26.8% 8,500 $688K
JFS Wealth Advisors, LLC 0.04% Reduce -0.7% 8,499 $688K
Perigon Wealth Management, LLC 0.02% Reduce -6.9% 8,482 $687K
Great Valley Advisor Group, Inc. 0.02% Reduce -1.3% 8,459 $685K
Fiduciary Trust Co 0.01% Reduce -3.9% 8,434 $683K
Ibex Wealth Advisors 0.07% New 8,425 $682K
Diversify Advisory Services, LLC 0.03% Add +7.4% 8,252 $682K
Nova Wealth Management, Inc. 0.50% Add +28.2% 8,367 $677K
Thomasville National Bank 0.05% No change 8,352 $676K
Brighton Jones LLC 0.02% Add +1.5% 8,310 $673K
Valmark Advisers, Inc. 0.01% Add +2.0% 8,308 $673K
Cullen/Frost Bankers, Inc. 0.01% Add +38.2% 8,255 $668K
Brown Miller Wealth Management, LLC 0.21% New 8,199 $664K
Measured Risk Portfolios, Inc. 0.74% Reduce -4.0% 8,197 $664K
Courier Capital LLC 0.04% Reduce -5.6% 8,186 $663K
Signet Financial Management, LLC 0.08% Add +3.3% 8,133 $659K
One Charles Private Wealth Services, LLC 0.18% Reduce -0.5% 8,131 $658K
MKT Advisors LLC 0.26% No change 8,018 $657K
River Street Advisors LLC 0.28% Add +3.7% 8,102 $656K
Pinnacle Associates Ltd. 0.01% Add +0.1% 8,078 $654K
NBT Bank, N.A. 0.04% Add +1.0% 7,973 $646K
Eagle Strategies LLC 0.10% Reduce -2.1% 7,938 $643K
Stegent Equity Advisors, Inc. 0.57% New 7,919 $641K
Wealthspire Advisors, LLC 0.00% Reduce -9.3% 7,910 $640K
Strategic Advisors LLC 0.12% Reduce -0.8% 7,844 $635K
Mgo One Seven LLC 0.02% Reduce -22.1% 7,823 $633K
Gallagher Capital Advisors, LLC 0.51% Add +0.7% 7,791 $633K
IFP Advisors, Inc 0.02% Reduce -10.4% 7,767 $629K
Avidian Wealth Enterprises, LLC 0.03% Reduce -4.7% 7,688 $623K
Wedbush Securities Inc. 0.02% Reduce -11.6% 7,653 $620K
Vise Technologies, Inc. 0.03% — 7,654 $620K
Pinnacle Financial Partners Inc 0.01% Add +19.7% 7,607 $616K
Sax Wealth Advisors, LLC 0.04% New 7,592 $615K
Grantvest Financial Group LLC 0.46% Reduce -2.7% 7,573 $613K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -1.8% 7,562 $612K
Lynx Investment Advisory 0.40% Add +26.1% 7,560 $612K
Bramshill Investments, LLC 0.06% Add +25.0% 7,500 $607K
Level Four Advisory Services, LLC 0.02% Reduce -1.5% 7,473 $605K
Capital Management Associates, Inc 0.19% Reduce -39.5% 7,466 $604K
Vaughan David Investments LLC 0.01% Reduce -5.6% 7,453 $603K
Realta Investment Advisors 0.24% Add +1427.5% 7,439 $602K
Ascent Group, LLC 0.02% Add +31.4% 7,438 $602K
Soltis Investment Advisors LLC 0.05% Reduce -17.1% 7,431 $602K
Jaffetilchin Investment Partners, LLC 0.04% Add +19.4% 7,426 $601K
Managed Asset Portfolios, LLC 0.08% Reduce -20.5% 7,411 $600K
Fiduciary Alliance LLC 0.04% Add +168.3% 7,398 $599K
Koshinski Asset Management, Inc. 0.05% Reduce -33.0% 7,386 $598K
Roberts Wealth Advisors, LLC 0.17% Add +0.5% 7,355 $596K
Key Client Fiduciary Advisors, LLC 0.24% Reduce -8.8% 7,345 $595K
Empirical Asset Management, LLC 0.18% Add +1.7% 7,323 $593K
CWA Asset Management Group, LLC 0.03% Add +4.5% 7,321 $593K
North Star Investment Management Corp. 0.04% Add +6.7% 7,267 $588K
Beacon Financial Advisory LLC 0.15% Add +0.2% 7,267 $588K
Arete Wealth Advisors, LLC 0.04% Reduce -18.0% 7,170 $581K
Hills Bank & Trust Co 0.04% Reduce -38.2% 7,174 $581K
Triumph Capital Management 0.17% Reduce -5.7% 7,149 $579K
One Capital Management, LLC 0.02% Reduce -7.8% 7,135 $578K
Palumbo Wealth Management LLC 0.18% Reduce -2.3% 7,081 $573K
Consolidated Portfolio Review Corp 0.08% Add +15.3% 7,054 $571K
Resolute Wealth Strategies, LLC 0.30% New 6,946 $562K
MBA Advisors LLC 0.26% Add +1.3% 6,851 $555K
Brendel Financial Advisors LLC 0.31% Reduce -27.1% 6,836 $554K
Acropolis Investment Management, LLC 0.03% Reduce -2.7% 6,810 $551K
Cullen Capital Management, LLC 0.01% Add +37.1% 6,792 $550K
Constitution Capital LLC 0.28% Add +2.6% 6,777 $549K
Appleton Partners Inc. 0.04% Add +72.1% 6,725 $545K
Creekmur Asset Management LLC 0.10% Add +0.5% 6,728 $545K
Romano Brothers and Company 0.07% Add +4.7% 6,650 $538K
Investment Partners, LTD. 0.20% Add +3.2% 6,641 $538K
Shulman DeMeo Asset Management LLC 0.13% Reduce -0.1% 6,571 $532K
Journey Strategic Wealth LLC 0.02% Reduce -19.6% 6,515 $528K
Wealthstar Advisors, LLC 0.20% Add +2.5% 6,487 $525K
CHICAGO TRUST Co NA 0.08% Reduce -1.1% 6,484 $525K
Great Lakes Advisors, LLC 0.00% Reduce -1.2% 6,484 $525K
Integral Investment Advisors, Inc. 0.15% Add +0.3% 6,472 $524K
Betterment LLC 0.00% Add +18.4% 6,465 $523K
Whittier Trust Co. 0.01% Reduce -11.3% 6,437 $521K
Mine & Arao Wealth Creation & Management, LLC. 0.23% Reduce -1.4% 6,437 $521K
KG Capital Management 0.15% Add +0.6% 6,413 $519K
Platform Technology Partners 0.13% Add +0.7% 6,380 $517K
Allie Family Office LLC 0.26% Add +0.2% 6,379 $517K
Wellington Management Group LLP 0.00% Reduce -99.1% 6,359 $515K
XTX Topco Ltd 0.02% Reduce -49.5% 6,346 $514K
Ring Mountain Capital, LLC 0.31% Reduce -2.4% 6,347 $513K
Manhattan West Asset Management, LLC 0.12% Add +11.7% 6,271 $508K
Brookwood Investment Group LLC 0.08% New 6,271 $508K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -8.3% 6,270 $508K
Ally Invest Advisors Inc. 0.04% Add +2.4% 6,235 $505K
YHB Investment Advisors, Inc. 0.04% New 6,229 $504K
Watts Gwilliam & Co., LLC 0.08% Reduce -9.7% 6,228 $495K
D. E. Shaw & Co. 0.00% New 6,110 $495K
Agate Pass Investment Management, LLC 0.20% Add +18.1% 6,051 $490K
Signature Estate & Investment Advisors LLC 0.01% Reduce -5.6% 6,007 $486K
Global Financial Private Client, LLC 0.18% Add +46.6% 5,996 $485K
VCI Wealth Management LLC 0.17% Add +7.1% 5,981 $484K
Sherman Asset Management, Inc. 0.43% No change 5,971 $483K
Legacies Wealth LLC 0.32% No change 5,882 $476K
Mma Asset Management LLC 0.18% Reduce -4.7% 5,832 $472K
Allen Investment Management, LLC 0.01% No change 5,813 $471K
Strategic Financial Concepts, LLC 0.07% Reduce -39.6% 5,800 $470K
Orser Capital Management, LLC 0.33% No change 2,160 $469K
Elm Partners Management LLC 0.03% New 5,784 $468K
W.G. Shaheen & Associates DBA Whitney & Co 0.05% Reduce -0.2% 5,773 $467K
Axecap Investments, LLC 0.30% Reduce -31.3% 5,757 $466K
Twin Peaks Wealth Advisors, LLC 0.15% Add +0.6% 5,633 $465K
Leo Wealth, LLC 0.04% Add +38.3% 5,744 $465K
Schnieders Capital Management LLC 0.08% New 5,734 $464K
Interchange Capital Partners, LLC 0.11% Add +76.5% 5,713 $463K
Florida Trust Wealth Management Co 0.01% No change 5,703 $462K
Swmg, LLC 0.15% Reduce -25.7% 5,683 $458K
Thompson Davis & Co., Inc. 0.31% Add +8.4% 5,584 $452K
Pacific Sun Financial Corp 0.24% Reduce -1.8% 5,575 $451K
D.B. Root & Company, LLC 0.13% Add +17.1% 5,520 $447K
BNP Paribas 0.01% Add +1.4% 5,491 $445K
Rothschild Wealth LLC 0.11% Reduce -1.0% 5,481 $444K
Moneta Group Investment Advisors LLC 0.01% Reduce -13.8% 5,441 $441K
Spinnaker Investment Group, LLC 0.10% Add +3.8% 5,425 $439K
Northstar Financial Companies, Inc. 0.46% Add +11.1% 5,424 $439K
Gsa Capital Partners LLP 0.03% Add +76.2% 5,412 $438K
MSH Capital Advisors LLC 0.13% Reduce -2.6% 5,384 $436K
Advisor OS, LLC 0.04% Reduce -76.6% 5,366 $434K
LongView Wealth Management 0.13% Add +0.1% 5,322 $431K
Ingalls & Snyder LLC 0.02% Reduce -4.8% 5,313 $430K
Peoples Bank 0.29% Reduce -17.2% 5,298 $429K
First National Trust Co 0.02% Reduce -2.5% 5,280 $428K
Costello Asset Management, INC 0.16% Reduce -7.8% 5,271 $427K
BTG Pactual Asset Management US LLC 0.06% New 5,263 $426K
Shufro Rose & Co. LLC 0.03% No change 5,185 $423K
Quadcap Wealth Management, LLC 0.05% No change 5,207 $422K
Rockingstone Advisors LLC 0.22% Reduce -5.9% 5,196 $421K
Whitener Capital Management, Inc. 0.11% Reduce -2.1% 5,190 $420K
Financial Partners Group, Inc 0.06% Add +17.8% 5,178 $419K
Keel Point, LLC 0.03% Reduce -1.3% 5,167 $418K
Glen Eagle Advisors, LLC 0.06% Reduce -0.8% 5,164 $418K
Matthew Goff Investment Advisor, LLC 0.08% Add +42.5% 5,157 $418K
Buck Wealth Strategies, LLC 0.06% Add +41.7% 5,130 $415K
Kagan Cocozza Asset Management 0.32% No change 5,110 $414K
Spirepoint Private Client, LLC 0.05% Add +0.8% 5,083 $412K
Global View Capital Management LLC 0.13% Reduce -85.5% 5,031 $407K
Snowden Capital Advisors LLC 0.01% Reduce -1.0% 5,011 $406K
USA Financial Formulas 0.07% Add +8.3% 4,969 $402K
James Investment Research, Inc. 0.05% Add +4.4% 4,954 $401K
Concentric Capital Strategies, LP 0.02% Reduce -92.3% 4,937 $400K
Rollins Financial Advisors, LLC 0.06% New 4,913 $398K
Capital Advisors Inc. 0.01% No change 4,884 $395K
Trust Point Inc. 0.04% No change 4,877 $395K
SL Advisors, LLC 0.71% Add +0.0% 4,853 $393K
Apollon Wealth Management, LLC 0.01% Add +6.4% 4,818 $390K
Composition Wealth, LLC 0.01% Add +1.6% 4,817 $390K
JB Capital LLC 0.02% Reduce -6.9% 4,816 $390K
CGN Advisors LLC 0.03% Reduce -3.4% 4,794 $388K
Quantessence Capital LLC 0.11% Reduce -57.5% 4,785 $387K
Chicago Partners Investment Group LLC 0.01% Reduce -17.0% 4,693 $383K
Smith, Moore & Co. 0.03% Add +3.9% 4,719 $382K
Pinnacle Wealth Planning Services, Inc. 0.05% No change 4,716 $382K
First Citizens Financial Corp 0.21% New 4,675 $379K
Quadrant Private Wealth Management, LLC 0.08% Add +0.3% 4,655 $377K
Smith Chas P & Associates Pa Cpas 0.02% Reduce -0.6% 4,641 $376K
Independent Advisor Alliance 0.01% Add +16.0% 4,582 $371K
Paragon Financial Partners, Inc. 0.25% Add +0.5% 4,573 $370K
SOA Wealth Advisors, LLC. 0.07% Add +0.6% 4,563 $369K
Accel Wealth Management 0.12% Add +0.8% 4,546 $368K
Rwa Wealth Partners, LLC 0.00% No change 4,500 $364K
First Nebraska Trust Co 0.03% No change 4,459 $361K
Certified Advisory Corp 0.04% Reduce -0.7% 4,431 $359K
Argent Trust Co 0.01% No change 4,417 $358K
Peak Retirement Planning, Inc. 0.14% Reduce -93.9% 4,377 $354K
Smith Salley Wealth Management 0.02% Add +11.3% 4,357 $353K
Milestones Private Investment Advisors LLC 0.26% — 4,328 $350K
Potentia Wealth 0.20% No change 4,307 $349K
Wealthedge Investment Advisors, LLC 0.14% Reduce -37.6% 4,285 $347K
Purkiss Capital Advisors LLC 0.19% New 4,236 $343K
Stock Yards Bank & Trust Co. 0.01% Add +58.0% 4,232 $343K
Herbst Group, LLC 0.20% Add +12.5% 4,205 $340K
Arrien Investments, Inc. 0.21% Reduce -9.3% 4,185 $339K
Blue Trust, Inc. 0.00% Add +207.3% 4,179 $338K
Iyo Bank, Ltd. 0.14% Reduce -66.6% 4,173 $338K
Wealth Effects LLC 0.13% Reduce -43.2% 4,171 $338K
Boothbay Fund Management, LLC 0.01% No change 4,149 $336K
Whalerock Point Partners, LLC 0.07% No change 4,132 $335K
Institute for Wealth Management, LLC. 0.04% New 4,060 $329K
Tolleson Wealth Management, Inc. 0.06% No change 4,053 $328K
Orleans Capital Management Corp. 0.17% Reduce -2.4% 4,030 $326K
Capstone Wealth Management Group, LLC 0.31% Reduce -53.4% 4,000 $324K
LFA - Lugano Financial Advisors SA 0.19% No change 4,000 $324K
GWN Securities Inc. 0.06% Reduce -90.7% 3,996 $324K
Y.D. More Investments Ltd 0.02% Add +84.1% 4,005 $323K
Roehl & Yi Investment Advisors, LLC 0.17% No change 3,984 $323K
Lynch & Associates 0.07% No change 3,982 $322K
United Advisor Group, LLC 0.06% Add +15.1% 3,979 $322K
Lodestone Wealth Management LLC 0.16% Add +8.9% 3,977 $322K
Mainstream Capital Management LLC 0.23% No change 3,977 $322K
Farther Finance Advisors, LLC 0.01% Reduce -37.4% 3,951 $320K
Ipsen Advisor Group LLC 0.24% Reduce -3.2% 3,928 $318K
Proffitt & Goodson Inc. 0.05% Add +0.4% 3,918 $317K
SeaCrest Wealth Management, LLC 0.03% Reduce -4.4% 3,898 $316K
Confluence Wealth Services, Inc. 0.02% Add +1.4% 3,890 $315K
Empower Advisory Group, LLC 0.00% Add +14.1% 3,889 $315K
Regions Financial Corp. 0.00% Reduce -12.2% 3,878 $314K
Sollinda Capital Management LLC 0.08% New 3,853 $312K
Lyell Wealth Management, LP 0.02% Add +4.1% 3,847 $311K
Guyasuta Investment Advisors Inc. 0.02% Add +18.6% 3,832 $310K
HT Partners LLC 0.09% No change 3,824 $310K
Alpine Global Management, LLC 0.08% New 3,824 $310K
Balboa Wealth Partners 0.06% Reduce -8.3% 3,821 $309K
Aptus Capital Advisors, LLC 0.00% Reduce -8.6% 3,810 $309K
Coldstream Capital Management Inc. 0.01% Reduce -1.2% 3,793 $307K
MBE Wealth Management, LLC 0.13% New 3,790 $307K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -65.9% 3,786 $307K
Nicolet Advisory Services, LLC 0.03% New 3,800 $305K
Capital Square, LLC 0.16% Reduce -3.0% 3,754 $303K
Rede Wealth, LLC 0.11% Add +14.4% 3,732 $302K
WASHINGTON TRUST Co 0.01% Reduce -18.7% 3,724 $302K
Aurora Private Wealth, Inc. 0.22% Reduce -33.7% 3,684 $298K
Arrow Financial Corp 0.03% No change 3,668 $297K
SBI Securities Co., Ltd. 0.01% Add +16.4% 3,648 $295K
Strategic Blueprint, LLC 0.01% Reduce -4.5% 3,606 $292K
Perennial Investment Advisors, LLC 0.03% Add +5.0% 3,597 $291K
WealthBridge Capital Management, LLC 0.07% Add +4.1% 3,594 $291K
BCS Wealth Management 0.06% Reduce -42.7% 3,592 $291K
M.E. Allison & Co., Inc. 0.23% Add +0.0% 3,594 $291K
Brown Advisory Inc. 0.00% Reduce -11.2% 3,586 $290K
Meridian Wealth Advisors, LLC 0.05% Reduce -2.7% 3,580 $290K
Gateway Wealth Partners, LLC 0.05% Add +1.8% 3,574 $289K
Ehrlich Financial Group 0.19% New 3,571 $289K
Private Trust Co. NA 0.03% Reduce -33.7% 3,553 $288K
Sentinel Trust Co. Lba 0.03% No change 3,530 $286K
Trivium Point Advisory, LLC 0.03% Reduce -9.9% 3,532 $286K
Chilton Capital Management LLC 0.01% Add +10.5% 3,528 $286K
My Personal CFO, LLC 0.13% Add +0.5% 3,506 $284K
St. Johns Investment Management Company, LLC 0.13% Add +9.4% 3,501 $283K
Sava Infond d.o.o. 0.04% Reduce -11.8% 3,495 $283K
Clare Market Investments LLC 0.06% New 3,487 $282K
Blue Chip Partners, LLC 0.02% Reduce -92.7% 3,440 $279K
Strategic Wealth Partners, Ltd. 0.02% — 3,431 $278K
Geneos Wealth Management Inc. 0.01% Reduce -8.6% 3,422 $277K
Tyche Wealth Partners LLC 0.06% Add +0.1% 3,409 $276K
Warner Financial, Inc. 0.11% No change 3,413 $276K
AdvisorNet Financial, Inc 0.02% Reduce -36.4% 3,408 $276K
Friday Financial 0.14% Add +13.3% 3,400 $275K
Balanced Wealth Group LLC 0.12% Add +0.7% 3,427 $273K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Add +8.0% 3,374 $273K
Waterloo Capital, L.P. 0.02% Reduce -17.2% 3,368 $273K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.2% 3,356 $272K
Harvey Capital Management Inc. 0.06% No change 3,300 $271K
Maltin Wealth Management, Inc. 0.12% Add +0.5% 3,326 $269K
Simon Quick Advisors, LLC 0.01% Reduce -15.4% 3,319 $269K
Cornerstone Wealth Management, LLC 0.02% Reduce -2.0% 3,309 $268K
Parallel Advisors, LLC 0.01% Add +19.1% 3,303 $267K
Hopwood Financial Services, Inc. 0.21% Add +1.5% 3,302 $267K
Joseph P. Lucia & Associates, LLC 0.11% Add +17.7% 3,301 $267K
Burke & Herbert Bank & Trust Co. 0.06% No change 3,290 $266K
Channel Wealth LLC 0.07% Reduce -12.8% 3,276 $265K
Proficio Capital Partners LLC 0.02% New 232,480 $265K
Cherry Tree Wealth Management, LLC 0.06% No change 3,254 $263K
Strategic Investment Advisors / MI 0.03% New 3,249 $263K
Lifeworks Advisors, LLC 0.04% Add +4.5% 3,241 $262K
Pinnacle Family Advisors, LLC 0.13% Reduce -44.7% 3,240 $262K
Breakwater Capital Group 0.04% Reduce -2.1% 3,228 $261K
OneDigital Investment Advisors LLC 0.00% Reduce -8.8% 3,216 $260K
Greenline Partners, LLC 0.03% No change 3,188 $258K
Aua Capital Management, LLC 0.15% No change 3,169 $257K
Litman Gregory Wealth Management LLC 0.02% No change 3,166 $256K
XY Planning Network, Inc. 0.09% New 3,149 $255K
Diversify Wealth Management, LLC 0.02% New 3,078 $254K
Total Wealth Planning & Management, Inc. 0.22% New 3,141 $254K
Cobblestone Capital Advisors LLC 0.01% Add +6.8% 3,134 $254K
Clearstead Advisors, LLC 0.00% Add +240.0% 3,104 $251K
NorthRock Partners, LLC 0.01% Add +11.3% 3,091 $250K
Trust Co. of Oklahoma 0.08% Add +9.9% 3,078 $249K
Ieq Capital, LLC 0.00% Reduce -73.5% 3,066 $248K
Retirement Planning Co of New England, Inc. 0.11% Reduce -4.3% 3,055 $247K
Flputnam Investment Management Co. 0.00% Reduce -19.9% 3,043 $246K
Bradley Foster & Sargent Inc. 0.00% Reduce -35.1% 3,025 $245K
Castle Rock Wealth Management, LLC 0.06% Reduce -0.7% 3,015 $245K
Tacita Capital Inc 0.16% No change 3,000 $243K
Brand Asset Management Group, Inc. 0.09% No change 3,000 $243K
Private Management Group Inc. 0.01% New 3,000 $243K
LPWM LLC 0.07% No change 2,994 $242K
Kingswood Wealth Advisors, LLC 0.02% Reduce -9.6% 2,992 $242K
Dearborn Partners LLC 0.01% Reduce -4.9% 2,977 $241K
Joel Isaacson & Co., LLC 0.01% No change 2,966 $240K
Hardy Reed LLC 0.02% No change 2,956 $239K
Sharkey, Howes & Javer 0.03% No change 2,931 $237K
Destiny Wealth Partners, LLC 0.03% No change 2,926 $237K
Gallacher Capital Management LLC 0.11% New 2,924 $237K
Keystone Wealth Services, LLC 0.06% No change 2,916 $236K
One Day In July LLC 0.02% Add +1.3% 2,916 $236K
JSF Financial, LLC 0.06% Reduce -3.6% 2,907 $235K
Rockland Trust Co. 0.01% Reduce -25.7% 2,878 $233K
Astra Wealth Partners LLC 0.19% New 2,877 $233K
Modern Wealth Management, LLC 0.01% Add +2.4% 2,870 $232K
LaSalle St. Investment Advisors, LLC 0.06% Reduce -11.4% 2,861 $231K
Oliver Luxxe Assets LLC 0.04% Reduce -10.9% 2,851 $231K
Apeiron RIA LLC 0.06% Reduce -2.1% 2,836 $230K
First United Bank & Trust 0.08% Add +20.7% 2,832 $229K
Goelzer Investment Management, Inc. 0.01% Reduce -3.1% 2,821 $228K
Petra Financial Advisors Inc. 0.14% No change 2,820 $228K
Commonwealth Financial Services, LLC 0.04% Reduce -5.1% 2,807 $227K
Carnegie Lake Advisors LLC 0.09% No change 2,786 $226K
Country Club Bank 0.01% Add +3.1% 2,785 $224K
Fingerlakes Wealth Management, Inc. 0.17% Reduce -2.6% 2,754 $223K
Sound Income Strategies, LLC 0.01% Reduce -80.8% 2,704 $219K
Burns J W & Co. Inc. 0.03% Reduce -7.4% 2,703 $219K
Frisch Financial Group, Inc. 0.05% Add +4.6% 2,689 $218K
Inscription Capital, LLC 0.03% Reduce -38.1% 2,669 $216K
Savant Capital, LLC 0.00% Reduce -19.0% 2,643 $214K
Cassaday & Co Wealth Management LLC 0.01% New 2,633 $213K
Central Bank & Trust Co. 0.03% Reduce -0.6% 2,621 $212K
HCR Wealth Advisors 0.02% Reduce -7.1% 2,606 $211K
Journey Advisory Group, LLC 0.02% New 2,575 $208K
AlphaStar Capital Management, LLC 0.01% Add +1.3% 2,572 $208K
Raab & Moskowitz Asset Management LLC 0.05% No change 2,572 $208K
Debussy Capital Management LP 0.03% Add +0.2% 2,572 $208K
BIP Wealth, LLC 0.01% Reduce -0.3% 2,570 $208K
Americana Partners, LLC 0.01% Reduce -11.7% 2,568 $208K
Axim Planning & Wealth 0.19% New 2,563 $208K
First Foundation Advisors 0.01% No change 2,561 $207K
Capstone Financial Advisors, Inc. 0.01% Add +0.3% 2,560 $207K
Wealth Dimensions Group, Ltd. 0.05% No change 2,550 $206K
Point Windward Advisors Inc. 0.09% Reduce -8.8% 2,547 $206K
MRA Advisory Group 0.10% No change 2,546 $206K
ARS Wealth Advisors Group, LLC 0.02% Reduce -10.5% 2,546 $206K
Patton Albertson Miller Group, LLC 0.03% No change 2,535 $205K
NewEdge Wealth, LLC 0.00% Reduce -7.4% 2,492 $205K
FineMark National Bank & Trust 0.01% No change 2,516 $204K
Community Bank, N.A. 0.03% Reduce -2.1% 2,515 $204K
Bangor Savings Bank 0.02% No change 2,514 $204K
Compound Planning, Inc. 0.01% Reduce -21.1% 2,489 $202K
University of Texas/Texas Am Investment Management Co. 0.03% No change 2,487 $201K
Caldwell Trust Co 0.02% Add +10.3% 2,472 $200K
Bulwark Capital Corp 0.17% — 2,471 $200K
SouthState Bank Corp 0.01% Add +6.0% 2,400 $194K
Icon Wealth Advisors, LLC 0.01% No change 2,366 $192K
Dunhill Financial, LLC 0.05% Add +94.8% 2,338 $189K
Centiva Capital, LP 0.01% Add +62.0% 2,300 $186K
Optiver Holding B.V. 0.00% Add +14.9% 2,150 $174K
Ameriflex Group, Inc. 0.09% Reduce -22.6% 2,165 $174K
Russell Investments Group, Ltd. 0.00% Add +52.6% 2,065 $167K
Arax Advisory Partners 0.01% Add +30.4% 2,018 $163K
Rossby Financial, LCC 0.06% Reduce -8.4% 1,973 $160K
Solstein Capital, LLC 0.08% Add +63.1% 1,954 $158K
Private Wealth Asset Management, LLC 0.02% Add +155.7% 1,938 $157K
TD Capital Management LLC 0.01% Add +0.1% 1,916 $155K
Ancora Advisors LLC 0.00% No change 1,861 $151K
Manchester Capital Management LLC 0.02% Reduce -94.8% 1,852 $150K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +7.8% 1,846 $150K
Ssa Swiss Advisors AG 0.07% No change 1,800 $147K
Tsfg, LLC 0.03% Reduce -9.9% 1,803 $146K
CVA Family Office, LLC 0.02% Add +0.4% 1,787 $145K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -3.4% 1,787 $145K
Financial Perspectives, Inc 0.04% No change 1,764 $143K
EPG Wealth Management LLC 0.04% Reduce -72.9% 1,733 $140K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -99.9% 1,723 $140K
EverSource Wealth Advisors, LLC 0.01% Reduce -34.7% 1,727 $140K
City Holding Co. 0.02% Reduce -20.9% 1,716 $139K
Morgan Dempsey Capital Management LLC 0.06% No change 1,706 $138K
Independence Bank of Kentucky 0.02% No change 1,605 $130K
Nvwm, LLC 0.03% No change 1,581 $128K
Anchor Investment Management, LLC 0.01% No change 1,494 $121K
IAG Wealth Partners, LLC 0.02% Add +0.2% 1,480 $120K
City State Bank 0.04% No change 1,425 $115K
Byrne Asset Management LLC 0.09% Add +12.2% 1,404 $114K
Cordgrass Capital Advisors, LLC 0.03% Reduce -7.9% 1,404 $114K
Murphy & Mullick Capital Management Corp 0.09% No change 1,419 $113K
Bank of New Hampshire 0.03% No change 1,375 $111K
Abound Wealth Management 0.03% Add +0.6% 1,336 $108K
Centennial Bank 0.04% Add +1207.0% 1,307 $106K
WealthCollab, LLC 0.06% No change 1,291 $105K
Caldwell Sutter Capital, Inc. 0.05% Add +2.8% 1,258 $102K
Oakworth Capital, Inc. 0.01% Reduce -1.7% 1,225 $99K
Capital Investment Counsel, Inc 0.01% No change 1,221 $99K
Medallion Wealth Advisors, LLC 0.04% Reduce -0.7% 1,194 $98K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 1,207 $98K
HM Payson & Co. 0.00% Reduce -13.3% 1,156 $94K
Sunbelt Securities, Inc. 0.01% No change 1,190 $94K
NFSG Corp 0.01% Reduce -24.4% 1,133 $92K
Country Trust Bank 0.00% Add +11.8% 1,133 $92K
DHJJ Financial Advisors, Ltd. 0.03% Add +174.3% 1,133 $92K
Bollard Group LLC 0.00% Add +0.4% 1,121 $91K
Colonial Trust Co / SC 0.01% Reduce -14.1% 1,100 $89K
Advanced Asset Management Advisors Inc 0.02% Reduce -18.6% 1,096 $89K
Pinnacle Bancorp, Inc. 0.03% No change 1,069 $87K
Parkside Financial Bank & Trust 0.01% Add +0.8% 1,062 $86K
IMA Advisory Services, Inc. 0.01% No change 1,058 $86K
Asset Dedication, LLC 0.01% Add +0.5% 1,008 $82K
Heartland Advisors Inc. 0.00% New 982 $80K
MCF Advisors LLC 0.01% Add +0.3% 975 $79K
Rothschild Investment LLC 0.00% Add +0.4% 975 $79K
Zions Bancorporation, National Association 0.00% No change 972 $79K
Semmax Financial Advisors Inc. 0.02% New 943 $78K
Finley Financial, LLC 0.04% No change 945 $77K
Cary Street Partners Investment Advisory LLC 0.04% Reduce -43.0% 918 $74K
Maryland Capital Advisors Inc. 0.03% No change 900 $73K
Washington Trust Advisors, Inc. 0.01% No change 892 $72K
TD Private Client Wealth LLC 0.00% Reduce -5.4% 891 $72K
MassMutual Private Wealth & Trust, FSB 0.00% Add +9.5% 876 $71K
Anfield Capital Management, LLC 0.02% No change 866 $70K
UMB Bank, n.a. 0.00% No change 830 $67K
Banque Cantonale Vaudoise 0.00% No change 793 $64K
Paladin Advisory Group, LLC 0.05% No change 784 $63K
Missouri Trust & Investment Co 0.02% Add +270.5% 741 $60K
Copia Wealth Management 0.05% Add +2.8% 740 $60K
Eastern Bank 0.00% Add +614.7% 729 $59K
Kiker Wealth Management, LLC 0.03% Reduce -9.7% 717 $58K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 690 $56K
Asset Management One Co., Ltd. 0.00% Add +3911.8% 682 $55K
WPG Advisers, LLC 0.05% No change 675 $55K
Cornerstone Planning Group LLC 0.01% Reduce -23.6% 675 $54K
Adirondack Trust Co. 0.02% Reduce -3.5% 670 $54K
Barrett & Company, Inc. 0.02% Add +5.4% 648 $52K
Barnes Dennig Private Wealth Management LLC 0.06% Add +60.8% 643 $52K
Union Bancaire Privee, UBP SA 0.00% No change 778 $50K
Painted Porch Advisors LLC 0.02% No change 588 $48K
Frazier Financial Advisors, LLC 0.03% Add +0.7% 583 $47K
Valley Wealth Managers, Inc. 0.00% Add +11.7% 574 $46K
Coston, McIsaac & Partners 0.01% Reduce -45.9% 560 $45K
Tower View Wealth Management LLC 0.02% Add +0.7% 555 $45K
Palouse Capital Management, Inc. 0.03% No change 548 $44K
Valley National Advisers Inc. 0.01% Reduce -3.7% 545 $44K
Archer Investment Corp 0.01% Add +0.2% 529 $43K
Armor Investment Advisors, LLC 0.02% Reduce -10.5% 513 $42K
Graney & King, LLC 0.03% Add +0.6% 511 $41K
United Community Bank 0.01% No change 509 $41K
Resources Management Corp. /CT/ 0.01% No change 510 $41K
MPWM Advisory Solutions, LLC 0.03% Reduce -28.2% 500 $40K
Angeles Wealth Management, LLC 0.00% No change 500 $40K
Millstone Evans Group, LLC 0.03% Add +11.6% 499 $40K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -46.0% 482 $39K
Pittenger & Anderson Inc. 0.00% No change 480 $39K
Crewe Advisors LLC 0.01% No change 480 $39K
Activest Wealth Management 0.01% Reduce -6.7% 477 $39K
Ameritas Investment Partners, Inc. 0.00% Reduce -2.7% 463 $37K
Rice Partnership, LLC 0.01% No change 458 $37K
Aventus Investment Advisors, Inc. 0.03% — 457 $37K
Horizon Bancorp Inc. 0.02% No change 445 $36K
Hazlett, Burt & Watson, Inc. 0.01% Reduce -2.2% 450 $36K
Atticus Wealth Management, LLC 0.01% Reduce -57.1% 442 $36K
Indiana Trust & Investment Management Co 0.01% No change 439 $36K
Pacific Center for Financial Services 0.01% No change 439 $36K
Founders Financial Alliance, LLC 0.01% Reduce -39.8% 438 $35K
Signaturefd, LLC 0.00% Reduce -17.8% 429 $35K
Duncker Streett & Co. Inc. 0.01% No change 428 $35K
Traub Capital Management LLC 0.03% — 425 $34K
Founders Capital Management 0.02% Add +0.5% 421 $34K
TruNorth Capital Management, LLC 0.01% No change 419 $34K
Mascoma Wealth Management LLC 0.01% No change 415 $34K
Flagship Wealth Advisors, LLC 0.01% No change 395 $32K
Tidemark, LLC 0.01% No change 394 $32K
Key Financial Inc 0.01% No change 392 $32K
Physician Wealth Advisors, Inc. 0.01% Add +0.8% 390 $32K
Carolina Wealth Advisors, LLC 0.01% New 369 $30K
Farmers & Merchants Investments Inc. 0.00% No change 359 $29K
Beacon Capital Management, LLC 0.00% Reduce -51.0% 354 $29K
Biltmore Family Office, LLC 0.00% No change 350 $28K
Operose Advisors LLC 0.01% No change 348 $28K
Annis Gardner Whiting Capital Advisors, LLC 0.01% New 347 $28K
Harbor Investment Advisory, LLC 0.00% Reduce -4.7% 346 $28K
Carderock Capital Management Inc. 0.01% New 334 $27K
Phillips Financial Management, LLC 0.00% No change 330 $27K
Johnson Financial Group, Inc. 0.00% Reduce -85.9% 324 $26K
Bellevue Asset Management, LLC 0.01% No change 324 $26K
WealthShield Partners, LLC 0.00% No change 317 $26K
Ascentis Wealth Management, LLC 0.01% No change 305 $25K
Evelyn Partners Investment Management Services Ltd 0.00% Reduce -21.3% 300 $24K
Strengthening Families & Communities, LLC 0.01% Add +0.7% 284 $23K
Creative Capital Management Investments LLC 0.01% No change 283 $23K
BOK Financial Private Wealth, Inc. 0.00% Reduce -50.0% 280 $23K
Piscataqua Savings Bank 0.02% No change 275 $22K
Northwest Capital Management Inc 0.01% No change 274 $22K
Blue Bell Private Wealth Management, LLC 0.00% No change 274 $22K
Capitol Family Office, Inc. 0.03% No change 269 $22K
Deutsche Bank AG 0.00% Reduce -84.5% 260 $21K
Friedenthal Financial 0.01% Add +27.2% 257 $21K
Tortoise Investment Management, LLC 0.00% No change 238 $19K
Vermillion Wealth Management, Inc. 0.01% Reduce -58.8% 238 $19K
Hantz Financial Services, Inc. 0.00% New 235 $19K
Alerus Financial NA 0.00% New 234 $19K
N.E.W. Advisory Services LLC 0.00% Reduce -21.9% 232 $19K
Bartlett & Co. Wealth Management LLC 0.00% New 229 $19K
Bernard Wealth Management Corp. 0.01% New 228 $18K
Sierra Ocean, LLC 0.01% New 225 $18K
DT Investment Partners, LLC 0.00% Add +18.6% 223 $18K
Sage Mountain Advisors LLC 0.00% No change 223 $18K
Park Square Financial Group, LLC 0.01% Add +146.7% 222 $18K
Dynamic Wealth Strategies, LLC 0.01% Reduce -9.8% 222 $18K
Peoples Financial Services Corp. 0.01% No change 216 $17K
Brown Brothers Harriman & Co. 0.00% No change 206 $17K
PMV Capital Advisers, LLC 0.04% New 200 $16K
Advantage Trust Co 0.01% New 200 $16K
First Command Advisory Services, Inc. 0.00% No change 200 $16K
American National Bank & Trust 0.00% New 199 $16K
Alpine Bank Wealth Management 0.00% New 198 $16K
Register Financial Advisors LLC 0.01% No change 195 $16K
Maseco LLP 0.00% — 192 $16K
Delta Asset Management LLC 0.00% No change 191 $15K
Family Legacy Financial Solutions, LLC 0.01% — 181 $15K
Smartleaf Asset Management LLC 0.00% Reduce -20.2% 182 $15K
Colonial Trust Advisors 0.00% New 180 $15K
HHM Wealth Advisors, LLC 0.00% No change 179 $14K
Versant Capital Management, Inc 0.00% No change 175 $14K
Trust Co. of Vermont 0.00% No change 175 $14K
St Germain D J Co. Inc. 0.00% No change 175 $14K
Rakuten Securities, Inc. 0.01% Reduce -7.5% 173 $14K
Smallwood Wealth Investment Management, LLC 0.01% New 166 $13K
Bellwether Advisors, LLC 0.00% Add +184.5% 165 $13K
Investors Research Corp 0.00% Add +96.2% 153 $12K
Nemes Rush Group LLC 0.00% Reduce -60.9% 151 $12K
PFS Partners, LLC 0.01% Add +0.7% 146 $12K
Eukles Asset Management 0.00% No change 142 $11K
Game Plan Financial Advisors, LLC 0.01% No change 140 $11K
Cape Investment Advisory, Inc. 0.00% Add +15.7% 140 $11K
Mark Sheptoff Financial Planning, LLC 0.01% No change 139 $11K
Townsend Asset Management Corp. /NC/ 0.00% No change 134 $11K
Pacifica Partners Inc. 0.00% No change 130 $10K
Grove Bank & Trust 0.00% New 129 $10K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -74.8% 128 $10K
McIlrath & Eck, LLC 0.00% No change 124 $10K
First PREMIER Bank 0.00% Reduce -4.4% 129 $10K
Comprehensive Financial Planning, Inc. 0.01% Add +0.8% 121 $10K
Webster Bank, N. A. 0.00% No change 121 $10K
Brooklyn Investment Group 0.00% Add +107.0% 118 $10K
Financial Freedom, LLC 0.01% No change 118 $10K
Plante Moran Financial Advisors, LLC 0.00% No change 116 $9K
Covestor Ltd 0.01% Reduce -10.9% 106 $9K
Smithfield Trust Co 0.00% No change 117 $9K
Salem Investment Counselors Inc. 0.00% No change 110 $9K
Scarborough Advisors, LLC 0.00% New 108 $9K
Kathleen S. Wright Associates Inc. 0.00% No change 102 $8K
Compass Financial Services Inc 0.00% New 101 $8K
Consultiva Wealth Management, Corp. 0.03% No change 100 $8K
Avion Wealth 0.00% No change 100 $8K
GAMMA Investing LLC 0.00% No change 93 $8K
Elevation Wealth Partners, LLC 0.00% No change 85 $7K
Gold Investment Management Ltd. 0.00% No change 84 $7K
Wagner Wealth Management, LLC 0.00% New 85 $7K
SYM FINANCIAL Corp 0.00% No change 85 $7K
JDM Financial Group LLC 0.00% No change 84 $7K
Morton Brown Family Wealth, LLC 0.00% No change 84 $7K
Signature Resources Capital Management, LLC 0.00% No change 80 $6K
Minot DeBlois Advisors LLC 0.01% No change 76 $6K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.9% 74 $6K
Winch Advisory Services, LLC 0.00% No change 73 $6K
Transce3nd, LLC 0.00% Reduce -98.7% 65 $5K
Global Trust Asset Management, LLC 0.00% No change 53 $4K
Logan Capital Management Inc. 0.00% No change 51 $4K
Arvest Investments, Inc. 0.00% No change 51 $4K
MGB Wealth Management, LLC 0.00% No change 40 $3K
JNBA Financial Advisors 0.00% Add +85.7% 39 $3K
Pin Oak Investment Advisors Inc. 0.00% No change 41 $3K
CNB Bank 0.00% No change 37 $3K
Olistico Wealth, LLC 0.00% No change 35 $3K
Truvestments Capital LLC 0.00% Reduce -60.2% 35 $3K
SJS Investment Consulting Inc. 0.00% No change 33 $3K
Curio Wealth, LLC 0.00% Add +3000.0% 31 $3K
Morling Financial Advisors, LLC 0.00% New 31 $3K
Belmont Capital, LLC 0.00% No change 30 $2K
Family Manage LLC 0.00% No change 29 $2K
Legacy Investment Solutions, LLC 0.00% — 27 $2K
Legacy Wealth Managment, LLC 0.00% No change 27 $2K
Evolution Wealth Management Inc. 0.00% — 27 $2K
Richardson Capital Management LLC 0.00% No change 26 $2K
Daiwa Securities Group Inc. 0.00% Add +11.1% 20 $2K
Broadwater Capital Management LLC 0.00% Add +7995.4% 1,781 $2K
Bogart Wealth, LLC 0.00% No change 18 $1K
Aventura Private Wealth, LLC 0.00% No change 13 $1K
Hollencrest Capital Management 0.00% New 11 $891
Vermillion & White Wealth Management Group, LLC 0.00% No change 10 $825
Rise Advisors, LLC 0.00% Add +150.0% 10 $819
Financial Gravity Companies, Inc. 0.00% — 10 $810
Cranbrook Wealth Management, LLC 0.00% No change 9 $733
FAS Wealth Partners, Inc. 0.00% New 7 $567
Global Wealth Strategies & Associates 0.00% Reduce -97.3% 4 $324
Toronto Dominion Bank 0.00% New 4 $324
Principia Wealth Advisory, LLC 0.00% Reduce -90.5% 2 $162
Parallax Volatility Advisers, L.P. 0.00% No change 1 $81
Beutel, Goodman & Co Ltd. 0.00% Reduce -71.4% 10 $0
Centerpoint Advisors, LLC 0.00% No change 1 $0
Wood Tarver Financial Group, LLC 0.00% No change 1 $0

"% of holder's portfolio" is XLP's weight in each manager's 13F, not the share of SS Consumer Staples Sel Sect the manager owns.