SS Consumer Staples Sel SectXLPETF

13F holders, Q4 2025 (December 31)
1,219holders +56
107new positions
102sold out
6famous investors
$77.67avg. 13F price*

At the end of Q4 2025, 1,219 institutions reported holding SS Consumer Staples Sel Sect (XLP) in their 13F filings, up 56 from Q3 2025. 107 opened new positions and 102 sold out. The largest holders were Bank of America Corp. ($1.8B), Citigroup Inc. ($1.8B) and Goldman Sachs Group Inc. ($884.5M). 6 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
SS Consumer Staples Sel Sect
Filed as
SELECT SECTOR SPDR TR (Q4 2025)
CUSIP
81369Y308
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions107$225.2M
Exits102$199.0M

All 13F filers, Q3 2025 → Q4 2025: 41,385,555 shares bought and 30,472,883 shares sold, net +10,912,672 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,219 holders

Bank of America Corp. 0.13% Reduce -12.0% 23,426,906 $1.8B
Citigroup Inc. 1.21% Add +349.2% 22,679,786 $1.8B
Goldman Sachs Group Inc. 0.13% Reduce -8.6% 11,386,485 $884.5M
BNP Paribas Financial Markets 0.50% Add +1180.7% 10,087,573 $783.6M
JPMorgan Chase & Co. 0.05% Reduce -9.8% 8,771,613 $681.4M
Barclays PLC 0.27% Reduce -0.3% 8,762,618 $680.7M
Morgan Stanley 0.04% Reduce -15.1% 8,453,265 $656.6M
Envestnet Asset Management Inc. 0.12% Add +5.9% 5,417,279 $420.8M
UBS Group AG 0.08% Add +29.9% 5,384,508 $418.3M
Wells Fargo & Company 0.08% Add +12.2% 5,164,547 $401.2M
Healthcare of Ontario Pension Plan Trust Fund 0.66% Reduce -23.4% 4,995,000 $388.0M
Raymond James Financial Inc. 0.12% Add +8.1% 4,994,420 $388.0M
Menora Mivtachim Holdings LTD. 1.51% Add +24.4% 4,129,047 $320.7M
LPL Financial LLC 0.09% Reduce -0.3% 4,062,381 $315.6M
Caisse de depot et placement du Quebec 0.47% Add +0.1% 3,553,440 $276.0M
Ameriprise Financial Inc. 0.06% Reduce -0.4% 3,424,953 $266.0M
Janney Montgomery Scott LLC 0.54% Add +5.5% 3,012,343 $234.0M
Truist Financial Corp. 0.31% Add +5.3% 3,006,317 $233.5M
WestEnd Advisors, LLC 4.99% Add +6.3% 2,759,592 $214.4M
Susquehanna International Group, LLP 0.24% Add +877.8% 2,283,634 $177.4M
Royal Bank of Canada 0.02% Add +13.1% 1,759,746 $136.7M
Charles Schwab Investment Management Inc. 0.02% Add +0.2% 1,622,732 $126.1M
Nissay Asset Management Corp. /Japan 0.64% No change 1,579,530 $122.7M
Fisher Asset Management 0.03% Reduce -3.0% 1,269,668 $98.6M
Osaic Holdings, Inc. 0.13% Reduce -7.6% 1,113,799 $86.5M
State Street Corp. 0.00% Add +5.9% 1,112,318 $86.4M
Cibc World Market Inc. 0.15% Add +1.2% 1,064,031 $82.7M
Qube Research & Technologies Ltd 0.12% Reduce -28.4% 1,045,901 $81.2M
Natixis 0.32% Reduce -1.7% 1,037,995 $80.6M
Victory Capital Management Inc. 0.04% Add +7.7% 967,316 $75.1M
Saudi Central Bank 2.80% No change 963,581 $74.9M
PGIM Custom Harvest LLC 1.08% Reduce -18.6% 945,480 $73.4M
Agf Management Ltd. 0.29% Add +25.8% 853,974 $66.3M
BlackRock, Inc. 0.00% Add +100.9% 776,616 $60.3M
Cetera Investment Advisers 0.06% Reduce -6.1% 726,739 $56.5M
Stifel Financial Corp. 0.05% Add +16.9% 707,727 $55.0M
Richard Bernstein Advisors LLC 1.61% Reduce -2.8% 704,141 $54.7M
Commonwealth Equity Services, LLC 0.07% Reduce -13.1% 698,650 $54.3M
Alps Advisors Inc. 0.30% Add +12.3% 671,324 $52.1M
Conservest Capital Advisors, Inc. 4.39% Reduce -1.9% 627,263 $48.7M
Marshall Wace, LLP 0.04% Add +305.6% 593,277 $46.1M
Two Sigma Investments, LP 0.06% Reduce -91.7% 519,568 $40.4M
EP Wealth Advisors, LLC 0.21% — 511,697 $39.7M
Phoenix Financial Ltd. 0.42% Reduce -66.4% 495,987 $38.5M
Cullen Capital Management, LLC 0.39% Add +6016.5% 461,242 $35.8M
Assetmark, Inc. 0.07% Add +6.7% 453,787 $35.3M
Greenwood Gearhart LLC 1.94% Add +4.1% 453,742 $35.2M
Rokos Capital Management LLP 0.50% New 436,328 $33.9M
Kingsview Wealth Management, LLC 0.47% Add +8.6% 421,276 $32.7M
KCM Investment Advisors LLC 1.03% Reduce -0.2% 409,784 $31.8M
Gerber Kawasaki Wealth & Investment Management 1.10% Add +8.3% 404,052 $31.4M
Trust Asset Management LLC 2.07% Reduce -3.5% 391,482 $30.4M
HighTower Advisors, LLC 0.03% Reduce -3.1% 387,689 $30.1M
MML Investors Services, LLC 0.07% Add +5.4% 381,687 $29.6M
Mirae Asset Securities (usa) Inc. 1.08% No change 350,000 $27.2M
Advisory Alpha, LLC 0.72% Reduce -24.9% 341,500 $26.5M
Factory Mutual Insurance Co. 0.27% No change 336,700 $26.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.13% New 316,000 $24.5M
Quantitative Investment Management, LLC 2.22% New 293,632 $22.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.52% Reduce -25.1% 279,265 $21.7M
GTS Securities LLC 0.73% Add +277.4% 276,215 $21.5M
Rockefeller Capital Management L.P. 0.04% Add +11.9% 259,123 $20.1M
Passaic Partners LLC 2.06% Add +9.4% 256,643 $19.9M
Krilogy Financial LLC 0.68% Add +9.6% 240,737 $19.9M
1832 Asset Management L.P. 0.03% Reduce -2.2% 256,262 $19.9M
Holocene Advisors, LP 0.04% Add +412.5% 256,240 $19.9M
J. Goldman & Co LP 0.77% Add +29.5% 255,669 $19.9M
Mercer Global Advisors Inc. 0.03% Reduce -20.4% 235,021 $18.3M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -0.1% 233,127 $18.1M
US Bancorp \de 0.02% Reduce -3.8% 232,219 $18.0M
Millennium Management 0.01% Reduce -86.0% 231,143 $18.0M
Trek Financial, LLC 1.03% Reduce -6.3% 228,583 $17.8M
Jefferies Financial Group Inc. 0.15% Add +3670.8% 226,476 $17.6M
NewEdge Advisors, LLC 0.06% Add +5.7% 224,382 $17.4M
RiverFront Investment Group, LLC 0.28% Reduce -0.1% 220,801 $17.2M
Armstrong Advisory Group, Inc. 1.13% Add +0.3% 214,953 $16.7M
Private Advisor Group, LLC 0.08% Add +6.0% 212,332 $16.5M
Point72 Asset Management 0.03% New 212,200 $16.5M
Concurrent Investment Advisors, LLC 0.19% Add +52.2% 209,936 $16.3M
Perbak Capital Partners LLP 4.92% Reduce -61.7% 207,626 $16.1M
Sanctuary Advisors, LLC 0.09% Add +1.1% 204,985 $15.9M
Alliancebernstein L.P. 0.00% Reduce -27.8% 201,656 $15.7M
Estate Counselors, LLC 1.31% Reduce -19.9% 201,067 $15.6M
Thrivent Financial for Lutherans 0.03% Add +8.3% 198,293 $15.5M
Clarity Financial LLC 1.42% Reduce -2.5% 197,530 $15.3M
Exchange Traded Concepts, LLC 0.13% Reduce -57.8% 194,854 $15.1M
Rothschild Capital Partners, LLC 3.54% Reduce -6.9% 193,104 $15.0M
Northern Trust Corp. 0.00% Add +1.9% 192,516 $15.0M
Biltmore Wealth Management, LLC 5.60% Add +3.1% 190,974 $14.8M
Peapack Gladstone Financial Corp. 0.19% Reduce -0.5% 190,353 $14.8M
Mariner, LLC 0.02% Add +4.3% 188,063 $14.6M
Swan Global Investments, LLC 0.69% Reduce -21.3% 186,366 $14.5M
Hudson Bay Capital Management LP 0.09% New 185,000 $14.4M
Cerity Partners LLC 0.02% Add +332.8% 182,598 $14.2M
Ferguson Wellman Capital Management, Inc. 0.22% Add +155.3% 177,626 $13.8M
PNC Financial Services Group, Inc. 0.01% Add +1.0% 174,727 $13.6M
Janney Capital Management LLC 0.82% Reduce -3.2% 167,352 $13.0M
Prestige Wealth Management Group LLC 2.47% Add +3.1% 166,517 $12.9M
Bar Harbor Wealth Management 0.75% Add +0.6% 166,412 $12.9M
MAI Capital Management 0.07% Add +0.7% 164,883 $12.8M
Trilogy Capital Inc. 0.57% Add +28.2% 163,654 $12.7M
Kestra Advisory Services, LLC 0.05% Reduce -3.7% 163,287 $12.7M
Creative Planning 0.01% Reduce -7.2% 161,758 $12.6M
Moore Capital Management, LP 0.26% Add +21.1% 159,022 $12.4M
Makena Capital Management LLC 1.41% Reduce -3.9% 151,503 $11.8M
Private Wealth Advisors, LLC 4.21% Add +22.0% 150,542 $11.7M
DAVENPORT & Co LLC 0.06% Add +11.1% 148,336 $11.5M
Matauro, LLC 1.70% Reduce -2.9% 145,309 $11.3M
Atom Investors LP 0.89% Add +153.7% 143,951 $11.2M
Jump Financial, LLC 0.15% Reduce -45.0% 140,250 $10.9M
Arta Finance Wealth Management LLC 5.54% — 139,831 $10.9M
Park Avenue Securities LLC 0.09% Reduce -6.6% 137,771 $10.7M
Equitable Holdings, Inc. 0.07% Reduce -24.2% 137,744 $10.7M
Maven Securities LTD 1.36% Add +78.7% 137,222 $10.7M
Evolution Wealth Advisors, LLC 1.06% Add +1.3% 135,854 $10.6M
Annex Advisory Services, LLC 0.20% New 135,518 $10.5M
Bank of Montreal 0.00% Add +3.1% 134,586 $10.5M
Neuberger Berman Group LLC 0.01% New 133,575 $10.4M
Jones Financial Companies LLLP 0.01% Add +6.8% 132,810 $10.3M
J.W. Cole Advisors, Inc. 0.24% Add +5.8% 169,180 $10.1M
Peak Retirement Planning, Inc. 2.32% Add +4577.6% 127,370 $9.9M
United Asset Strategies, Inc. 0.75% Add +27.7% 125,358 $9.7M
IMZ Advisory Inc 3.54% Reduce -3.4% 124,371 $9.7M
SIH Partners, LLLP 0.56% Reduce -14.0% 123,341 $9.6M
Retirement Planning Group, LLC 0.31% Add +3.2% 123,182 $9.6M
Sumitomo Mitsui Financial Group, Inc. 0.17% Reduce -1.9% 122,859 $9.5M
IFG Advisory, LLC 0.42% Add +27.9% 122,677 $9.5M
Prudent Investors Network, Inc. 2.18% Add +2.7% 122,448 $9.5M
HighPoint Advisor Group LLC 0.21% New 121,125 $9.4M
SageGuard Financial Group, LLC 1.50% — 120,993 $9.4M
Franklin Resources Inc. 0.00% Add +76.1% 117,883 $9.2M
Valence8 US LP 2.70% Add +0.6% 117,274 $9.1M
Prime Capital Investment Advisors, LLC 0.11% Reduce -1.4% 116,573 $9.1M
Salomon & Ludwin, LLC 0.79% Reduce -1.0% 114,930 $8.9M
Corient Private Wealth LP 0.01% Add +16.0% 113,044 $8.8M
Kwmg, LLC 0.74% Add +5.0% 111,240 $8.6M
Renaissance Technologies 0.01% Reduce -67.5% 111,200 $8.6M
Sharper & Granite LLC 2.97% Reduce -3.4% 108,706 $8.4M
Focus Partners Wealth 0.01% Add +32.3% 106,552 $8.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +26.2% 103,589 $8.0M
LifePlan Financial, LLC 6.14% Add +3.8% 103,151 $8.0M
Steward Partners Investment Advisory, LLC 0.04% Add +32.1% 103,054 $8.0M
Valmark Advisers, Inc. 0.10% Add +1371.3% 102,003 $7.9M
Strategic Advisory Partners, LLC 6.52% — 101,235 $7.9M
Stillwater Capital Advisors, LLC 0.84% Reduce -0.7% 100,828 $7.8M
Novare Capital Management LLC 0.58% Add +1.6% 100,119 $7.8M
Deeter Investments LLP 1.67% — 50,000 $7.8M
111 Capital 1.69% Add +362.1% 99,723 $7.7M
Fifth Third Securities, Inc. 0.50% Reduce -0.3% 97,939 $7.6M
HRT Financial LP 0.02% Add +25.2% 97,364 $7.6M
National Bank of Canada 0.01% Add +16.4% 95,164 $7.4M
Money Concepts Capital Corp. 0.41% Add +8.7% 94,671 $7.4M
Altfest L J & Co. Inc. 0.80% New 93,899 $7.3M
TLS Advisors LLC 23.37% Add +4870.7% 135,800 $7.3M
Spinnaker Trust 0.39% Reduce -0.3% 93,393 $7.3M
One Wealth Map LLC 3.62% Add +9.4% 84,179 $7.1M
Cwm, LLC 0.02% Add +49.0% 90,017 $7.0M
DRW Securities, LLC 0.53% Add +239.2% 89,394 $6.9M
Fluent Financial, LLC 2.64% Add +201.9% 89,347 $6.9M
IHT Wealth Management, LLC 0.17% Reduce -49.1% 88,886 $6.9M
Capital Insight Partners, LLC 1.46% Reduce -16.9% 88,515 $6.9M
Circle Wealth Management, LLC 0.10% Add +0.2% 87,366 $6.8M
Welch Group, LLC 0.26% New 86,675 $6.7M
First Interstate Bank 0.36% Reduce -1.0% 86,174 $6.7M
Atria Investments, Inc 0.08% Add +0.8% 85,778 $6.7M
WT Wealth Management 1.88% Reduce -0.5% 84,137 $6.5M
Thor Trading Advisors, LLC 2.71% Add +59.2% 83,572 $6.5M
SG Americas Securities, LLC 0.01% Reduce -34.1% 83,973 $6.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.17% Add +113.0% 81,290 $6.3M
Sacks & Associates, LLC 4.63% — 81,139 $6.3M
Waverly Advisors, LLC 0.05% Add +11.8% 81,121 $6.3M
Banco Santander, S.A. 0.05% Add +5.7% 81,032 $6.3M
Advisory Services Network, LLC 0.09% Add +1.7% 81,013 $6.3M
First Merchants Corp. 0.23% Reduce -0.2% 80,195 $6.2M
Baird Financial Group, Inc. 0.01% Add +16.7% 80,000 $6.2M
Capital Investment Advisors, LLC 0.09% Reduce -5.5% 78,007 $6.1M
Hohimer Wealth Management, LLC 0.82% New 77,748 $6.0M
UNIVEST FINANCIAL Corp 0.32% Add +399.3% 76,864 $6.0M
Spire Wealth Management 0.20% Reduce -14.6% 76,660 $6.0M
Long Run Wealth Advisors, LLC 1.11% Add +5.7% 76,017 $5.9M
Brave Asset Management Inc. 1.39% Add +2.6% 75,596 $5.9M
Comerica Bank 0.02% Add +2.8% 74,843 $5.8M
Ashton Thomas Private Wealth, LLC 0.14% Reduce -42.5% 74,483 $5.8M
Vickerman Investment Advisors, Inc. 1.13% Add +9.0% 72,854 $5.7M
Federation des caisses Desjardins du Quebec 0.02% Add +350.9% 72,747 $5.7M
Howard Capital Management Group, LLC 0.35% Reduce -0.0% 71,431 $5.5M
Old National Bancorp 0.09% Add +4.8% 71,392 $5.5M
Sound View Wealth Advisors Group, LLC 0.37% Add +4.4% 71,053 $5.5M
Capital Investment Advisory Services, LLC 0.39% Add +6.2% 70,806 $5.5M
Measured Wealth Private Client Group, LLC 1.42% Reduce -44.1% 68,963 $5.4M
Founders Financial Securities LLC 0.31% Add +50.2% 68,418 $5.3M
FMR LLC 0.00% Add +2.6% 68,407 $5.3M
Innealta Capital, LLC 2.87% Add +0.0% 68,261 $5.3M
St Germain D J Co. Inc. 0.20% Add +38405.7% 67,385 $5.2M
NWF Advisory Services Inc. 0.57% Reduce -1.7% 66,476 $5.2M
Compass Wealth Management, LLC 2.11% Add +13.4% 66,099 $5.1M
Rooted Wealth Advisors, Inc. 1.44% Reduce -41.9% 58,688 $5.1M
Chemung Canal Trust Co. 1.00% Add +8.7% 64,835 $5.0M
Destination Wealth Management 0.13% Add +3.6% 64,396 $5.0M
Independence Wealth Advisors, LLC 2.80% — 64,017 $5.0M
Capital Advisors Wealth Management, LLC 0.68% Reduce -1.4% 63,872 $5.0M
Smith Chas P & Associates Pa Cpas 0.26% New 63,782 $5.0M
Sage Capital Management, LLC 2.27% Add +0.1% 63,209 $4.9M
American National Bank of Texas 4.70% Add +10.8% 62,933 $4.9M
AlphaQuest LLC 0.27% Add +88.0% 62,711 $4.9M
Coastal Bridge Advisors, LLC 0.36% Add +7.0% 62,300 $4.8M
Triumph Capital Management 1.04% Reduce -1.2% 62,007 $4.8M
Premier Path Wealth Partners, LLC 0.62% Reduce -6.5% 61,932 $4.8M
Split Rock Private Trading & Wealth Management, LLC 3.77% — 60,547 $4.7M
Fca Corp. 1.31% Reduce -4.5% 59,920 $4.7M
SRB Corp. 0.25% No change 59,584 $4.6M
Brookstone Capital Management 0.05% Add +140.4% 59,427 $4.6M
Allspring Global Investments Holdings, LLC 0.01% Reduce -2.2% 57,681 $4.5M
Main Street Financial Solutions, LLC 0.33% Add +17.9% 57,309 $4.5M
Stockman Wealth Management, Inc. 0.52% Add +24.8% 57,116 $4.4M
Horizon Investments, LLC 0.06% Add +49.0% 56,766 $4.4M
Farmers & Merchants Trust Co of Chambersburg PA 1.23% Reduce -0.0% 56,547 $4.4M
Winthrop Capital Management, LLC 1.01% Reduce -0.3% 55,983 $4.3M
Martin & Co. Inc. 0.73% Add +3.3% 55,100 $4.3M
CX Institutional 0.13% Add +4.9% 54,789 $4.3M
Concord Investment Counsel Inc. 1.38% Reduce -2.9% 54,547 $4.2M
Walleye Capital LLC 0.03% Reduce -0.6% 54,191 $4.2M
SkyView Investment Advisors, LLC 0.51% Add +4.7% 52,454 $4.1M
Toth Financial Advisory Corp. 0.44% Add +3.6% 52,224 $4.1M
Orange Investment Advisors, Inc. 0.45% Reduce -1.7% 51,862 $4.0M
Signal Advisors Wealth, LLC 0.32% Add +17.2% 51,844 $4.0M
Hancock Whitney Corp. 0.07% Reduce -0.7% 50,726 $3.9M
MMBG Investment Advisors Co. 0.33% No change 50,602 $3.9M
AlphaCore Capital LLC 0.09% Reduce -3.7% 50,042 $3.9M
Associated Banc-Corp 0.10% Reduce -2.0% 50,003 $3.9M
Wealthcare Advisory Partners LLC 0.08% Reduce -9.7% 49,868 $3.9M
Mission Hills Financial Advisory, LLC 2.03% Add +4.0% 49,419 $3.8M
Pinnacle Financial Partners, Inc. 0.03% — 49,316 $3.8M
Sigma Planning Corp 0.11% Reduce -0.6% 49,318 $3.8M
Dakota Wealth Management 0.07% Reduce -0.9% 49,178 $3.8M
Capstone Capital Management Ltd 3.66% — 49,100 $3.8M
Quantinno Capital Management LP 0.01% Add +4.4% 48,930 $3.8M
Simmons Bank 0.25% Reduce -0.5% 48,824 $3.8M
Flow Traders U.S. LLC 0.12% Add +47.3% 48,166 $3.7M
Integrated Wealth Concepts LLC 0.04% Reduce -69.9% 47,270 $3.7M
United Capital Financial Advisors, LLC 0.02% New 47,250 $3.7M
Cresset Asset Management, LLC 0.02% Add +5.2% 46,616 $3.6M
Bank of New York Mellon Corp 0.00% Add +36.5% 46,524 $3.6M
Lido Advisors, LLC 0.01% Add +4.7% 45,927 $3.6M
Ellis Investment Partners, LLC 0.62% Reduce -6.2% 46,076 $3.6M
Foguth Wealth Management, LLC. 0.55% — 45,797 $3.6M
Apollon Financial, LLC 0.52% Add +35.5% 45,685 $3.5M
WBH Advisory Inc. 0.26% Reduce -0.4% 45,314 $3.5M
First International Bank of Israel Ltd. 1.68% No change 45,300 $3.5M
Capital Advantage, Inc. 0.47% Add +0.1% 45,117 $3.5M
CreativeOne Wealth, LLC 0.08% Add +7.3% 45,047 $3.5M
Citadel Advisors 0.00% Reduce -97.6% 44,848 $3.5M
Independent Financial Group, LLC 0.08% Reduce -33.0% 43,869 $3.4M
Pathstone Holdings, LLC 0.01% Reduce -2.9% 43,549 $3.4M
Alerus Financial NA 0.16% Add +41573.1% 43,340 $3.4M
Focus Financial Network, Inc. 0.12% Reduce -13.3% 42,635 $3.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 42,561 $3.3M
Foronjy Financial LLC 1.37% Add +50.1% 42,320 $3.3M
Advocate Investing Services LLC 2.94% — 42,240 $3.3M
Savvy Advisors, Inc. 0.11% New 42,175 $3.3M
Delos Wealth Advisors, LLC 2.16% Add +3.4% 42,047 $3.3M
Fifth Third Bancorp 0.01% Reduce -4.2% 40,839 $3.2M
Quantbot Technologies LP 0.10% Add +205.2% 40,630 $3.2M
Greenland Capital Management LP 0.49% Reduce -25.1% 40,453 $3.1M
Allred Capital Management, LLC 1.13% Add +6.5% 40,263 $3.1M
Wealthfront Advisers LLC 0.01% Add +31.7% 40,221 $3.1M
Granite Harbor Advisors, Inc. 1.32% Add +5.2% 40,212 $3.1M
Arkadios Wealth Advisors 0.06% Add +0.8% 39,035 $3.0M
PCG Wealth Advisors, LLC 0.85% Reduce -0.9% 38,870 $3.0M
Wexford Capital LP 0.78% New 38,870 $3.0M
AQR Capital Management 0.00% Add +21.7% 38,869 $3.0M
Prosperity Consulting Group, LLC 0.14% Add +3.9% 38,680 $3.0M
Kestra Private Wealth Services, LLC 0.04% Add +47.5% 37,775 $2.9M
Merit Financial Group, LLC 0.02% Reduce -4.9% 37,597 $2.9M
D L Carlson Investment Group Inc. 0.49% Add +251.1% 37,515 $2.9M
Polymer Capital Management (HK) LTD 0.45% No change 37,500 $2.9M
First Financial Bank - Trust Division 0.24% Reduce -7.5% 37,233 $2.9M
Butensky & Cohen Financial Security, Inc. 0.78% Add +5.2% 37,061 $2.9M
Credit Agricole S A 0.01% Add +38.8% 36,909 $2.9M
Captrust Financial Advisors 0.01% Reduce -80.2% 36,028 $2.8M
Cedar Mountain Advisors, LLC 0.53% Add +0.9% 35,694 $2.8M
PeakShares LLC 2.67% — 35,232 $2.7M
Addison Advisors LLC 0.61% Add +32.9% 35,158 $2.7M
Regal Investment Advisors LLC 0.16% Add +10.7% 35,100 $2.7M
CMG Global Holdings, LLC 1.20% Add +3.4% 31,163 $2.7M
BBR Partners, LLC 0.14% Reduce -11.5% 34,780 $2.7M
Sequoia Financial Advisors, LLC 0.01% Reduce -0.1% 34,589 $2.7M
Everstar Asset Management, LLC 1.44% Add +16.0% 34,518 $2.7M
Hansen & Associates Financial Group, Inc. 1.45% Add +2.8% 30,500 $2.7M
Northland Securities, Inc. 2.55% — 34,177 $2.7M
Advisor Resource Council 0.94% New 31,305 $2.6M
Lodge Hill Capital, LLC 0.50% Reduce -68.8% 33,910 $2.6M
Berger Financial Group, Inc 0.15% Reduce -0.9% 33,733 $2.6M
Berkshire Asset Management LLC 0.11% Add +581.0% 33,571 $2.6M
TCV Trust & Wealth Management, Inc. 0.21% Add +2.7% 33,565 $2.6M
Carolina Wealth Advisors, LLC 1.16% Add +4.0% 33,526 $2.6M
AE Wealth Management LLC 0.01% Reduce -4.5% 33,418 $2.6M
FSC Wealth Advisors, LLC 4.15% No change 32,929 $2.6M
Ethos Financial Group, LLC 0.19% Reduce -0.0% 32,847 $2.6M
Midwest Trust Co 0.03% Add +1.3% 32,716 $2.5M
Venturi Wealth Management, LLC 0.11% Add +11.1% 32,715 $2.5M
Tiaa Trust, National Association 0.01% Reduce -12.6% 32,366 $2.5M
WP Advisors, LLC 0.63% Add +0.6% 32,305 $2.5M
Robertson Stephens Wealth Management, LLC 0.07% Add +29.9% 32,131 $2.5M
AMG National Trust Bank 0.06% Reduce -3.0% 32,071 $2.5M
Edgestream Partners, L.P. 0.07% New 31,913 $2.5M
Western Wealth Management, LLC 0.11% Add +20.4% 31,775 $2.5M
Adams Wealth Management 0.52% Add +237.5% 31,510 $2.4M
CacheTech Inc. 0.45% Add +237.5% 31,510 $2.4M
Essex LLC 0.43% Add +5.7% 31,497 $2.4M
Cooksen Wealth, LLC 1.78% Add +6.0% 31,401 $2.4M
Axxcess Wealth Management, LLC 0.04% Add +85.0% 31,394 $2.4M
Oppenheimer Asset Management Inc. 0.03% New 31,378 $2.4M
Ami Investment Management Inc. 0.54% Add +8.9% 30,991 $2.4M
Magnus Financial Group LLC 0.18% Reduce -2.8% 30,710 $2.4M
Afg Fiduciary Services Limited Partnership 1.43% Add +3.1% 30,699 $2.4M
AAFMAA Wealth Management & Trust LLC 0.93% Add +1.2% 30,616 $2.4M
Scotia Capital Inc. 0.01% Add +15.6% 30,570 $2.4M
Asset Advisors Investment Management, LLC 0.22% Reduce -1.4% 30,041 $2.3M
Citizens Financial Group Inc. 0.03% Reduce -6.0% 30,023 $2.3M
Fiduciary Group, LLC 0.20% Add +55.1% 29,948 $2.3M
Silver Oak Securities, Incorporated 0.16% Add +74.6% 29,618 $2.3M
Beacon Capital Management, Inc. 0.12% Reduce -24.6% 29,751 $2.3M
JSF Financial, LLC 0.48% Add +919.8% 29,646 $2.3M
Retirement Guys Formula LLC 1.05% Reduce -3.6% 29,564 $2.3M
Ausdal Financial Partners, Inc. 0.11% Add +8.4% 29,534 $2.3M
Nelson Capital Management, LLC 0.27% Add +5.1% 29,364 $2.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +47.0% 29,246 $2.3M
Nwam LLC 0.13% Add +141.3% 27,381 $2.3M
Laurel Wealth Advisors LLC 0.30% Add +4.0% 28,972 $2.3M
Pallas Capital Advisors LLC 0.07% Add +1.3% 28,955 $2.2M
Integrated Advisors Network LLC 0.10% Reduce -13.1% 28,752 $2.2M
Benjamin Edwards Inc. 0.02% Add +1.6% 28,739 $2.2M
Massachusetts Wealth Management 1.04% Add +1.1% 28,732 $2.2M
Maridea Wealth Management LLC 0.34% Reduce -3.6% 28,717 $2.2M
Camelot Technology Advisors, Inc. 1.68% Reduce -5.5% 28,708 $2.2M
Legacy Advisors, LLC 0.24% Add +0.0% 28,528 $2.2M
Private Wealth Group, LLC 1.05% Add +2.0% 28,230 $2.2M
&partners 0.01% Reduce -15.2% 28,176 $2.2M
Heartland Advisors Inc. 0.12% New 28,158 $2.2M
Twin Focus Capital Partners, LLC 0.25% Add +2.5% 28,070 $2.2M
Keybank National Association 0.01% Add +3.7% 28,039 $2.2M
Diversified Enterprises, LLC 0.13% Reduce -0.2% 27,946 $2.2M
Signet Financial Management, LLC 0.24% Add +316.5% 27,879 $2.2M
Sharpepoint LLC 1.30% Add +7.5% 27,848 $2.2M
GeoWealth Management, LLC 0.08% Add +0.6% 27,736 $2.2M
U.S. Capital Wealth Advisors, LLC 0.06% Add +39.1% 27,713 $2.2M
Virtue Capital Management, LLC 0.33% Add +33.3% 27,543 $2.1M
Cary Street Partners Investment Advisory LLC 0.58% Add +3648.6% 27,477 $2.1M
Legacy Edge Advisors, LLC 0.23% New 27,447 $2.1M
Tritonpoint Wealth, LLC 0.22% Reduce -10.0% 27,441 $2.1M
Busey Bank 0.06% Add +1.2% 27,208 $2.1M
BLB&B Advisors, LLC 0.09% New 27,188 $2.1M
Transamerica Financial Advisors, LLC 0.18% Reduce -1.0% 27,150 $2.1M
Dynamic Advisor Solutions LLC 0.07% Reduce -24.1% 27,096 $2.1M
Carnegie Investment Counsel 0.04% Add +10.1% 26,690 $2.1M
Crew Capital Management, Ltd 1.31% Add +2.4% 26,666 $2.1M
Climber Capital SA 1.35% — 26,693 $2.1M
Straightline Group LLC 1.13% Add +17.0% 24,912 $2.1M
Sepio Capital, LP 0.11% Reduce -1.2% 26,368 $2.0M
Acima Private Wealth, LLC 0.63% Reduce -19.4% 26,284 $2.0M
Kennicott Capital Management LLC 0.99% Add +0.8% 26,212 $2.0M
Colton Groome Financial Advisors, LLC 0.58% Reduce -8.0% 26,181 $2.0M
O'shaughnessy Asset Management, LLC 0.01% Reduce -1.0% 26,029 $2.0M
Guilbault Capital LLC 2.26% — 25,994 $2.0M
Advyzon Investment Management, LLC 0.23% Add +16.5% 25,806 $2.0M
Flagstar Securities, Inc. 0.67% Add +0.7% 25,772 $2.0M
Cary Street Partners Financial LLC 0.05% Add +5.8% 25,758 $2.0M
Marex Group Ltd 0.02% Add +40.8% 25,756 $2.0M
First Trust Advisors LP 0.00% Add +2.0% 25,558 $2.0M
Ameraudi Asset Management, Inc. 1.09% Reduce -0.1% 25,536 $2.0M
CWC Advisors, LLC. 0.95% Reduce -0.3% 25,328 $2.0M
Ranch Capital Advisors Inc. 0.72% Add +2.7% 25,293 $2.0M
M&T Bank Corp 0.01% Reduce -12.9% 25,276 $2.0M
Targeted Financial Services LLC 1.69% — 25,251 $2.0M
Summit Financial, LLC 0.03% Add +8.2% 25,216 $2.0M
Vectors Research Management, LLC 0.60% Reduce -0.3% 25,160 $2.0M
Sowell Financial Services LLC 0.07% Add +2.6% 25,061 $1.9M
Westside Investment Management, Inc. 0.31% Add +1.7% 25,060 $1.9M
Stephens Inc. 0.02% Reduce -0.9% 24,982 $1.9M
3EDGE Asset Management, LP 0.10% Add +32.8% 24,770 $1.9M
Beaumont Financial Advisors, LLC 0.13% Add +1.6% 24,681 $1.9M
CoreCap Advisors, LLC 0.07% Add +34.2% 24,636 $1.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.25% Reduce -5.0% 24,007 $1.9M
Sage Capital Advisors,llc 0.44% Add +0.4% 23,933 $1.9M
Primoris Wealth Advisors, LLC 1.10% Reduce -0.2% 23,751 $1.8M
Capstone Wealth Management Group LLC 1.11% Add +0.1% 23,627 $1.8M
Choreo, LLC 0.02% Add +1.0% 23,441 $1.8M
Bank of Nova Scotia 0.00% Reduce -97.7% 23,370 $1.8M
M3 Advisory Group, LLC 1.10% Add +0.8% 23,149 $1.8M
Stratos Wealth Partners, LTD. 0.02% Add +2.4% 22,984 $1.8M
Wbi Investments, LLC 0.47% Reduce -9.5% 22,975 $1.8M
Zullo Investment Group, Inc. 0.65% Add +1.5% 22,959 $1.8M
Navis Wealth Advisors, LLC 0.75% Add +0.7% 22,928 $1.8M
Magnolia Capital Management Ltd. 1.32% No change 22,800 $1.8M
Evercore Wealth Management, LLC 0.03% No change 22,771 $1.8M
Dorsey & Whitney Trust CO LLC 0.09% Reduce -0.9% 22,720 $1.8M
Pettinga Financial Advisors LLC 0.33% Reduce -4.5% 22,665 $1.8M
Fourth Dimension Wealth, LLC 0.64% Add +3.8% 22,471 $1.7M
Hilltop Holdings Inc. 0.10% Add +43.5% 22,406 $1.7M
Ledyard National Bank 0.15% Reduce -5.0% 22,135 $1.7M
Shepherd Financial Partners LLC 0.16% Add +1.1% 22,084 $1.7M
Spruce Point Capital Management, LLC 4.13% — 22,000 $1.7M
Jacobi Capital Management LLC 0.10% Add +112.2% 21,250 $1.7M
Audent Global Asset Management, LLC 1.04% Add +21.1% 21,078 $1.6M
Entelevest, LLC 1.66% — 20,620 $1.6M
Harrell Investment Partners, LLC 0.38% Reduce -15.5% 20,608 $1.6M
ExodusPoint Capital Management, LP 0.02% New 20,595 $1.6M
Capula Management Ltd 0.01% New 20,565 $1.6M
FIL Ltd 0.00% Reduce -2.0% 20,472 $1.6M
Transcend Capital Advisors, LLC 0.12% Reduce -56.7% 20,086 $1.6M
Meridian Wealth Management, LLC 0.06% Add +8.2% 20,080 $1.6M
Affiance Financial, LLC 0.25% Reduce -2.5% 20,063 $1.6M
Mairs & Power Inc. 0.01% New 20,045 $1.6M
Parkside Investments, LLC 0.20% Reduce -23.1% 20,000 $1.6M
Gladstone Institutional Advisory LLC 0.06% Add +17.6% 19,686 $1.5M
Blair William & Co. 0.00% Add +3.5% 19,679 $1.5M
ES4, LLC 1.05% — 19,597 $1.5M
Helium Advisors LLC 1.52% Reduce -18.3% 19,323 $1.5M
Moulton Wealth Management, Inc. 1.42% Add +0.3% 19,270 $1.5M
Uptick Partners, LLC 0.32% Add +35.0% 19,124 $1.5M
Verus Capital Partners, LLC 0.10% Reduce -33.1% 19,093 $1.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +96.5% 19,083 $1.5M
Chesapeake Wealth Management 0.44% Reduce -0.1% 18,884 $1.5M
Commerce Bank 0.01% Add +21.9% 18,704 $1.5M
Crescent Grove Advisors, LLC 0.14% No change 18,629 $1.4M
Bank of Marin 0.99% Reduce -1.0% 18,465 $1.4M
Mutual Advisors, LLC 0.03% Reduce -1.2% 18,462 $1.4M
Belpointe Asset Management LLC 0.05% Add +45.5% 18,298 $1.4M
Verdence Capital Advisors LLC 0.08% Reduce -5.2% 18,298 $1.4M
Simplicity Wealth,LLC 0.08% Add +17.6% 18,228 $1.4M
Glenmede Trust Co. NA 0.01% — 17,999 $1.4M
Intrua Financial, LLC 0.15% Reduce -71.6% 17,904 $1.4M
Ignite Planners, LLC 0.21% Reduce -36.1% 16,487 $1.4M
Harbour Investments, Inc. 0.03% Reduce -8.2% 17,646 $1.4M
Kovack Advisors, Inc. 0.07% Add +40.5% 17,638 $1.4M
World Investment Advisors 0.02% Add +44.7% 17,592 $1.4M
V2 Financial group LLC 0.67% Add +3.5% 17,532 $1.4M
Horizon Financial Services, LLC 0.62% Reduce -14.7% 17,403 $1.4M
HBW Advisory Services LLC 0.15% Reduce -4.8% 17,195 $1.3M
Trust Co 0.13% Reduce -2.8% 17,164 $1.3M
Capstone Investment Advisors, LLC 0.01% New 17,148 $1.3M
McAdam, LLC 0.06% Add +62.8% 17,118 $1.3M
Wall Capital Group, Inc. 1.26% — 17,092 $1.3M
Sequent Planning LLC 0.34% Add +24.1% 17,035 $1.3M
Atlantic Union Bankshares Corp 0.02% Add +0.2% 16,982 $1.3M
Wellington Management Group LLP 0.00% Add +149.4% 16,969 $1.3M
Parallax Volatility Advisers, L.P. 0.05% Add +1696400.0% 16,965 $1.3M
Nan Shan Life Insurance Co., Ltd. 0.04% Reduce -84.7% 16,888 $1.3M
MontVue Capital Management, Inc. 0.87% Reduce -1.1% 16,749 $1.3M
Elevation Point Wealth Partners, LLC 0.06% Reduce -4.1% 16,703 $1.3M
Vestmark Advisory Solutions, Inc. 0.02% Add +148.1% 16,703 $1.3M
HB Wealth Management, LLC 0.01% Add +1.7% 16,565 $1.3M
Integrity Alliance, Llc. 0.05% Add +11.9% 16,475 $1.3M
Foundations Investment Advisors, LLC 0.02% Add +34.3% 16,457 $1.3M
Beacon Pointe Advisors, LLC 0.01% Add +64.2% 16,423 $1.3M
Wilmington Savings Fund Society, FSB 0.03% Add +65.3% 16,395 $1.3M
Peterson Wealth Management 0.94% Reduce -8.2% 16,311 $1.3M
Gallacher Capital Management LLC 0.49% New 16,294 $1.3M
Mill Creek Capital Advisors, LLC 0.03% Reduce -30.6% 16,199 $1.3M
Boltwood Capital Management 0.32% Add +0.7% 15,779 $1.2M
Madden Advisory Services, Inc. 0.49% Add +37.3% 15,750 $1.2M
Calton & Associates, Inc. 0.18% Add +15.0% 15,730 $1.2M
Brown, Lisle/Cummings, Inc. 0.30% No change 15,708 $1.2M
Planning Directions Inc. 0.61% Reduce -2.6% 15,681 $1.2M
Centennial Bank 0.48% Add +140.5% 15,567 $1.2M
RoundAngle Advisors LLC 0.87% Add +3.6% 15,450 $1.2M
Choate Investment Advisors 0.02% No change 15,420 $1.2M
Mechanics Bank Trust Department 0.16% Reduce -0.2% 15,380 $1.2M
Markin Asset Management, LP 1.31% — 15,373 $1.2M
Cushing Capital Partners, LLC 0.88% Reduce -1.0% 15,368 $1.2M
High Note Wealth, LLC 0.23% Reduce -1.5% 15,366 $1.2M
Nations Financial Group Inc, /Ia/ 0.06% Reduce -0.8% 15,360 $1.2M
McKinley Carter Wealth Services, Inc. 0.07% Reduce -9.7% 15,309 $1.2M
Bfsg, LLC 0.12% Reduce -3.5% 15,235 $1.2M
Intesa Sanpaolo S.p.A. 0.08% — 15,000 $1.2M
Quest 10 Wealth Builders, Inc. 1.05% Reduce -0.9% 15,068 $1.2M
D.A. Davidson & Co. 0.01% Add +22.7% 15,065 $1.2M
Caprock Group, LLC 0.02% Reduce -1.2% 15,046 $1.2M
Wedmont Private Capital 0.04% Add +2.1% 15,182 $1.2M
Analyst IMS Investment Management Services Ltd. 0.03% No change 14,930 $1.2M
Pine Valley Investments Ltd Liability Co 0.06% Add +29.3% 14,913 $1.2M
Weaver Capital Management LLC 0.24% No change 14,906 $1.2M
Colony Family Offices, LLC 0.29% No change 14,866 $1.2M
PFG Investments, LLC 0.05% Reduce -3.2% 14,860 $1.2M
10Elms LLP 1.21% No change 14,849 $1.2M
Cullen/Frost Bankers, Inc. 0.01% Add +42.4% 14,776 $1.1M
MV Capital Management, Inc. 0.11% Reduce -11.4% 14,658 $1.1M
Prelude Capital Management, LLC 0.08% Reduce -23.0% 14,657 $1.1M
Midwest Financial Group LLC 0.50% Reduce -1.0% 14,578 $1.1M
CIBC Private Wealth Group LLC 0.00% Reduce -4.0% 14,396 $1.1M
Cornerstone Capital, Inc. 0.11% New 14,350 $1.1M
Johnson Investment Counsel Inc. 0.01% Reduce -0.4% 14,311 $1.1M
Meitav Investment House Ltd. 0.01% Reduce -17.9% 14,283 $1.1M
Jackson Hole Capital Partners, LLC 0.19% Add +0.0% 14,236 $1.1M
Manhattan West Asset Management, LLC 0.23% Add +138.2% 14,202 $1.1M
Redwood Financial Network Corp 0.70% Add +14.3% 14,185 $1.1M
Ashton Thomas Securities, LLC 0.21% Reduce -0.3% 14,144 $1.1M
Valeo Financial Advisors, LLC 0.02% Add +4.6% 14,080 $1.1M
Lanark Financial, Inc. 0.08% Add +0.5% 14,065 $1.1M
PFG Advisors 0.05% Add +15.6% 14,053 $1.1M
Farther Finance Advisors, LLC 0.01% Add +141.3% 13,807 $1.1M
Hudock, Inc. 0.16% Add +4.6% 13,750 $1.1M
CENTRAL TRUST Co 0.02% Reduce -14.8% 13,747 $1.1M
Banque Pictet & Cie SA 0.01% No change 13,610 $1.1M
TD Waterhouse Canada Inc. 0.01% Reduce -45.5% 13,590 $1.1M
Interactive Financial Advisors, Inc. 0.68% Reduce -30.0% 13,483 $1.0M
Objective Capital Management, LLC 1.06% Add +0.1% 13,452 $1.0M
Nikulski Financial, Inc. 0.25% Reduce -4.4% 13,427 $1.0M
Crews Bank & Trust 0.15% Reduce -0.8% 13,383 $1.0M
Providence First Trust Co 0.36% Reduce -71.0% 13,356 $1.0M
Kanawha Capital Management LLC 0.07% Reduce -0.2% 13,328 $1.0M
ARS Investment Partners, LLC 0.06% Add +8.9% 13,226 $1.0M
RFG Advisory, LLC 0.02% Add +6.5% 13,206 $1.0M
NCM Capital Management, LLC 0.38% Add +23.1% 13,187 $1.0M
PCG Asset Management, LLC 0.81% Reduce -2.3% 12,943 $1.0M
Flagship Harbor Advisors, LLC 0.05% Add +8.1% 12,985 $1.0M
RDA Financial Network 0.24% Reduce -0.7% 12,911 $1.0M
Global Retirement Partners, LLC 0.02% Add +43.7% 12,909 $1.0M
Mizuho Markets Americas LLC 0.02% New 12,900 $1.0M
WESPAC Advisors SoCal, LLC 0.20% Add +19.4% 12,792 $994K
Darwin Wealth Management, LLC 0.31% Add +4.2% 12,732 $989K
Redstone Wealth Management, LLC 0.78% — 12,669 $984K
Windsor Capital Management, LLC 0.29% Add +7.8% 12,664 $984K
First Horizon Corp. 0.04% Add +0.1% 12,640 $982K
Orion Porfolio Solutions, LLC 0.01% Reduce -14.3% 12,612 $980K
Purus Wealth Management, LLC 0.30% Reduce -0.5% 12,549 $975K
Okabena Investment Services Inc. 0.19% Add +2.2% 12,498 $971K
StoneX Group Inc. 0.04% Add +25.7% 12,478 $970K
Balyasny Asset Management L.P. 0.00% Reduce -53.0% 12,480 $969K
Keystone Wealth Services, LLC 0.20% Add +212.5% 9,113 $966K
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -99.5% 12,489 $965K
Encompass More Asset Management 0.18% Add +23.7% 12,373 $961K
Burford Brothers, Inc. 0.39% Add +0.1% 12,230 $950K
Oppenheimer & Co. Inc. 0.01% Add +17.4% 12,225 $950K
Fairvoy Private Wealth, LLC 0.21% Add +14.7% 12,225 $950K
Dara Capital Us, Inc. 0.83% — 12,130 $942K
Mission Creek Capital Partners, Inc. 0.19% Add +8.6% 12,124 $942K
Principal Securities, Inc. 0.01% Reduce -6.0% 12,108 $941K
Gsa Capital Partners LLP 0.08% Add +17.9% 12,002 $932K
New Wave Wealth Advisors LLC 0.34% Add +2.0% 11,979 $931K
Provida Pension Fund Administrator 0.02% No change 11,905 $925K
Armistice Capital, LLC 0.02% New 11,765 $914K
Capital Analysts, LLC 0.03% Reduce -1.5% 11,705 $909K
O'ROURKE & COMPANY, Inc 0.35% Add +1.5% 11,696 $909K
Summit Trail Advisors, LLC 0.02% Reduce -3.0% 11,692 $908K
Golden State Wealth Management, LLC 0.10% No change 11,662 $906K
1607 Capital Partners, LLC 0.06% Reduce -68.4% 11,560 $898K
Berkeley Capital Partners, LLC 0.21% New 11,539 $896K
Sovran Advisors, LLC 0.08% Reduce -3.5% 10,801 $890K
Richard W. Paul & Associates, LLC 0.29% Add +10.7% 11,372 $883K
South Shore Capital Advisors 0.65% — 11,370 $883K
Lowe Brockenbrough & Co. Inc. 0.04% Add +26.4% 11,361 $883K
Fortis Group Advisors, LLC 0.15% Add +209.3% 10,486 $876K
Phillips Wealth Planners LLC 0.70% Add +7.1% 10,599 $874K
International Assets Investment Management, LLC 0.06% Add +2.4% 11,216 $871K
Providence Capital Advisors, LLC 0.15% Add +15.0% 11,202 $870K
Richardson Financial Services Inc. 0.28% Reduce -6.0% 11,187 $869K
Cinctive Capital Management LP 0.05% New 11,182 $869K
Keebeck Wealth Management 0.10% No change 11,178 $868K
Spreng Capital Management, Inc. 0.34% Reduce -13.6% 11,115 $863K
Moors & Cabot, Inc. 0.04% Reduce -2.4% 11,111 $863K
Huntington National Bank 0.01% Reduce -0.8% 11,067 $860K
Waldron Private Wealth LLC 0.03% No change 11,059 $859K
Gradient Capital Advisors, LLC 0.22% Add +0.0% 11,053 $859K
Ark Wealth Advisors LLC 0.90% — 10,817 $840K
Monetary Management Group Inc. 0.19% No change 10,810 $840K
Vertex Investment Solutions Co., Ltd. 0.83% — 10,700 $838K
Jackson, Grant Investment Advisers, Inc. 0.27% Add +1.8% 10,655 $828K
Telos Capital Management, Inc. 0.08% New 10,615 $825K
First Manhattan Co. Llc. 0.00% Reduce -34.7% 10,559 $820K
Bangor Savings Bank 0.07% Reduce -12.1% 10,487 $815K
MTM Investment Management, LLC 0.26% Reduce -0.7% 10,480 $814K
Jacobs Equity LLC 0.78% — 10,456 $812K
Bokf, NA 0.01% Reduce -0.0% 10,291 $799K
Allworth Financial LP 0.00% Reduce -10.3% 10,243 $796K
Hengehold Capital Management LLC 0.07% Reduce -3.0% 10,230 $795K
B. Riley Wealth Advisors, Inc. 0.04% Add +2.9% 10,158 $789K
Verition Fund Management LLC 0.00% New 10,152 $789K
Herbst Group, LLC 0.46% Add +66.8% 10,129 $787K
Rockland Trust Co. 0.03% Add +189.8% 10,109 $785K
Oakmont Advisory Group, LLC 0.84% — 10,106 $785K
Financial Engines Advisors L.L.C. 0.00% Reduce -6.5% 10,077 $783K
Keystone Financial Group 0.06% Reduce -0.9% 10,050 $781K
High Point Wealth Management, LLC 0.74% — 9,905 $769K
Narus Financial Partners, LLC 0.21% Reduce -22.1% 9,833 $764K
Mgo One Seven LLC 0.02% Reduce -8.1% 9,750 $757K
Blue Chip Partners, LLC 0.05% Add +209.6% 9,706 $754K
Capital Advisors, Ltd. LLC 0.08% Add +3.5% 9,683 $752K
Evanson Asset Management, LLC 0.04% Add +1.1% 9,675 $752K
Chevy Chase Trust Holdings, LLC 0.00% Add +7.7% 9,672 $751K
Vaughan David Investments LLC 0.02% Add +52.8% 9,576 $744K
Ameritas Advisory Services, LLC 0.03% Add +23.0% 9,523 $740K
Stronghold Wealth Management L.L.C. 1.07% — 9,322 $724K
Intrepid Financial Planning Group LLC 0.27% Reduce -2.9% 9,229 $717K
Crestwood Advisors Group, LLC 0.01% Reduce -8.4% 9,197 $714K
Plimoth Trust Co. LLC 0.16% Reduce -2.5% 9,181 $713K
Level Four Advisory Services, LLC 0.02% Add +13.6% 9,180 $713K
Thrive Capital Management, LLC 0.16% Reduce -35.4% 9,129 $709K
Mathes Company, Inc. 0.25% No change 9,050 $703K
Thoroughbred Financial Services, LLC 0.04% No change 9,036 $701K
Cascade Financial Partners, LLC 0.07% New 9,000 $699K
Measured Risk Portfolios, Inc. 0.81% Add +5.5% 8,993 $699K
Investment Advisory Group, LLC 0.18% Add +0.0% 8,939 $694K
WJ Financial Advisors LLC 0.62% Add +41.5% 8,936 $694K
Roble, Belko & Company, Inc 0.09% Reduce -1.2% 8,930 $694K
IFP Advisors, Inc 0.02% Add +7.6% 8,873 $689K
Wedbush Securities Inc. 0.02% Add +20.6% 8,862 $688K
Endeavor Private Wealth, Inc. 0.20% Reduce -4.0% 8,786 $682K
Greenline Partners, LLC 0.08% Add +174.7% 8,756 $680K
Syon Capital LLC 0.03% Reduce -0.8% 8,741 $679K
Contravisory Investment Management, Inc. 0.13% Reduce -7.0% 8,723 $678K
Tidal Investments LLC 0.00% New 8,714 $677K
SCS Capital Management LLC 0.01% Reduce -6.2% 8,648 $672K
Pinnacle Associates Ltd. 0.01% Add +8.1% 8,627 $670K
Atlas Capital Advisors Inc. 0.07% — 8,545 $664K
Bricktown Capital, LLC 0.11% No change 8,508 $661K
Pacific Capital Wealth Advisors, Inc. 0.11% Reduce -0.0% 8,498 $660K
McGuire Investment Group, LLC 0.07% Reduce -1.8% 8,488 $659K
Wealthspire Advisors, LLC 0.01% Add +10.0% 8,487 $659K
Bessemer Group Inc. 0.00% Reduce -82.7% 8,464 $657K
Fiduciary Trust Co 0.01% No change 8,434 $655K
Cornerstone Wealth Group, LLC 0.04% Reduce -0.6% 8,383 $651K
JFS Wealth Advisors, LLC 0.04% Reduce -0.1% 8,346 $648K
Diversify Advisory Services, LLC 0.02% Reduce -14.6% 7,868 $646K
Curat Global, LLC 0.72% Reduce -46.7% 8,307 $645K
Nova Wealth Management, Inc. 0.44% Reduce -13.0% 8,274 $643K
Great Valley Advisor Group, Inc. 0.01% Reduce -5.8% 8,211 $638K
Acropolis Investment Management, LLC 0.03% Reduce -1.2% 8,210 $638K
Stratos Wealth Advisors, LLC 0.03% Reduce -27.8% 8,161 $634K
Courier Capital LLC 0.04% Reduce -0.6% 8,161 $634K
Eagle Strategies LLC 0.08% Add +4.4% 8,157 $634K
Florida Financial Advisors, LLC 0.17% Reduce -18.7% 8,120 $631K
Cornerstone Wealth Management, LLC 0.03% Add +169.7% 8,081 $628K
MKT Advisors LLC 0.21% Add +2.5% 8,102 $627K
Turtle Creek Wealth Advisors, LLC 0.05% New 8,056 $626K
Centaurus Financial, Inc. 0.03% Add +5.8% 7,967 $619K
HSBC Holdings PLC 0.00% New 7,929 $616K
Gallagher Capital Advisors, LLC 0.40% Add +0.8% 7,908 $614K
Montag A & Associates Inc. 0.03% Reduce -10.8% 7,908 $614K
Capital Management Associates, Inc 0.14% Add +0.8% 7,896 $613K
One Charles Private Wealth Services, LLC 0.16% Add +3.9% 7,865 $611K
Asset Allocation Strategies LLC 0.11% Reduce -13.4% 7,848 $610K
OpenArc Corporate Advisory, LLC 0.01% — 7,840 $609K
Mma Asset Management LLC 0.21% Add +18.6% 7,678 $596K
Jaffetilchin Investment Partners, LLC 0.03% Add +0.4% 7,675 $596K
Occidental Asset Management, LLC 0.07% Reduce -91.4% 7,671 $596K
Platform Technology Partners 0.13% Add +23.1% 7,669 $596K
NBT Bank, N.A. 0.04% Reduce -1.4% 7,657 $595K
Thomasville National Bank 0.04% Reduce -8.4% 7,653 $594K
Founders Grove Wealth Partners, LLC 0.13% Reduce -17.1% 7,629 $593K
Alterna Wealth Management, Inc. 0.49% New 7,584 $589K
Per Stirling Capital Management, LLC. 0.07% Reduce -0.1% 7,583 $589K
Narwhal Capital Management 0.04% Reduce -9.6% 7,580 $589K
Live Oak Investment Partners 0.36% New 7,539 $586K
Ascentis Independent Advisors 0.09% New 7,520 $584K
Roberts Wealth Advisors, LLC 0.15% Add +2.1% 7,506 $583K
Prospera Financial Services Inc 0.01% Reduce -30.7% 7,401 $575K
Beacon Financial Advisory LLC 0.13% Add +0.2% 7,290 $566K
Csenge Advisory Group 0.03% Reduce -6.4% 7,275 $565K
Rehmann Capital Advisory Group 0.03% Reduce -20.3% 7,272 $565K
4WEALTH Advisors, Inc. 0.49% Reduce -17.9% 7,260 $564K
Luminist Capital LLC 0.68% New 7,115 $553K
Constitution Capital LLC 0.26% Add +4.2% 7,079 $550K
Avidian Wealth Enterprises, LLC 0.02% Add +0.5% 7,046 $547K
Koshinski Asset Management, Inc. 0.04% Add +4.8% 7,040 $547K
Empirical Asset Management, LLC 0.15% Reduce -3.5% 7,031 $546K
Exit Wealth Advisors, LLC. 0.32% Add +35.9% 7,029 $546K
Allie Family Office LLC 0.26% Add +3.7% 7,029 $546K
Managed Asset Portfolios, LLC 0.07% No change 7,014 $545K
Ascent Group, LLC 0.02% Add +2.0% 6,987 $543K
Larson Financial Group LLC 0.02% Reduce -83.9% 6,980 $542K
MBA Advisors LLC 0.22% Add +0.2% 6,938 $539K
Sherman Asset Management, Inc. 0.45% Add +15.6% 6,904 $536K
Matthew Goff Investment Advisor, LLC 0.09% Add +33.6% 6,894 $536K
Ally Invest Advisors Inc. 0.04% Add +2.8% 6,890 $535K
Keating Financial Advisory Services, Inc. 0.07% — 6,870 $534K
Soltis Investment Advisors LLC 0.03% Reduce -5.9% 6,798 $528K
KG Capital Management 0.14% Add +13.6% 6,798 $528K
Palumbo Wealth Management LLC 0.13% New 6,789 $527K
McGuire Capital Advisors Inc. 0.34% — 6,783 $527K
J.Safra Asset Management Corp 0.03% New 6,750 $524K
Indivisible Partners 0.06% — 6,721 $522K
Brookwood Investment Group LLC 0.06% Add +4.1% 6,683 $519K
Shulman DeMeo Asset Management LLC 0.12% Add +1.4% 6,666 $518K
Orser Capital Management, LLC 0.29% Add +100.0% 4,320 $516K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -3.4% 6,637 $516K
Avior Wealth Management, LLC 0.02% Reduce -14.7% 6,507 $505K
Perigon Wealth Management, LLC 0.01% Reduce -19.4% 6,502 $505K
Wealthstar Advisors, LLC 0.27% Reduce -0.1% 6,498 $505K
CHICAGO TRUST Co NA 0.08% No change 6,484 $504K
Great Lakes Advisors, LLC 0.00% No change 6,484 $504K
D.B. Root & Company, LLC 0.12% Add +8.2% 6,470 $503K
West Michigan Advisors, LLC 0.12% New 6,469 $503K
Betterment LLC 0.00% Reduce -5.3% 6,468 $502K
Ameritas Investment Partners, Inc. 0.02% Add +90.3% 6,457 $502K
Mine & Arao Wealth Creation & Management, LLC. 0.20% Add +0.5% 6,447 $501K
Vident Advisory, LLC 0.00% Reduce -1.6% 6,434 $500K
Fiduciary Alliance LLC 0.03% Add +1.7% 6,387 $496K
SMART Wealth LLC 0.15% Reduce -13.7% 6,380 $496K
Flputnam Investment Management Co. 0.01% Reduce -8.4% 6,376 $495K
Spinnaker Investment Group, LLC 0.09% Add +14.9% 6,373 $495K
North Star Investment Management Corp. 0.03% Add +7.6% 6,329 $492K
First Citizens Financial Corp 0.24% Add +17.4% 6,319 $491K
Investment Partners, LTD. 0.17% No change 6,300 $489K
Byrne Financial Freedom, LLC 0.22% Reduce -74.9% 6,247 $485K
Strive Financial Group ,LLC 0.26% — 6,240 $485K
Whittier Trust Co. 0.01% Reduce -3.1% 6,239 $483K
Twin Peaks Wealth Advisors, LLC 0.14% Add +1.4% 5,503 $481K
First National Bank of Hutchinson 0.28% Reduce -64.8% 6,182 $480K
CWA Asset Management Group, LLC 0.02% Reduce -13.1% 6,153 $478K
Florida Trust Wealth Management Co 0.01% Add +4.4% 6,069 $471K
Grantvest Financial Group LLC 0.30% Reduce -15.2% 6,066 $471K
Integral Investment Advisors, Inc. 0.12% Reduce -3.4% 6,058 $471K
III Capital Management 0.11% Reduce -83.2% 6,051 $470K
German American Bancorp, Inc. 0.04% Reduce -43.5% 6,042 $469K
Lynx Investment Advisory 0.26% Reduce -17.3% 6,019 $468K
Two Sigma Securities, LLC 0.06% Add +53.9% 5,988 $465K
Snowwater Investment Partners, LLC 0.42% — 5,925 $460K
Keel Point, LLC 0.03% Add +14.3% 5,904 $459K
Financial Partners Group, Inc 0.05% Add +9.7% 5,486 $458K
Point Windward Advisors Inc. 0.22% Add +28.2% 5,886 $457K
Legacies Wealth LLC 0.26% No change 5,882 $457K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -82.0% 5,865 $456K
Bailard, Inc. 0.01% Add +11.1% 5,840 $454K
Allen Investment Management, LLC 0.01% No change 5,813 $452K
Premier Private Wealth Management LLC 0.46% — 5,260 $444K
Carret Asset Management, LLC 0.04% New 5,697 $443K
MLP3, LLC 0.48% — 5,687 $442K
Creative Financial Designs Inc. 0.03% Reduce -61.5% 5,673 $441K
Axim Planning & Wealth 0.47% Add +6.0% 5,639 $438K
BCS Wealth Management 0.04% Add +72.0% 5,614 $436K
Fjell Capital, LLC 0.33% Add +8.6% 5,596 $435K
Global View Capital Management LLC 0.08% Add +6.1% 5,556 $432K
Ring Mountain Capital, LLC 0.22% Reduce -2.8% 5,246 $431K
Trust Point Inc. 0.03% Add +13.5% 5,536 $430K
LongView Wealth Management 0.10% Add +0.2% 5,340 $428K
Mission Wealth Management, LP 0.01% Reduce -28.9% 5,508 $428K
Israel Discount Bank of New York 1.15% Add +3.5% 5,441 $423K
Romano Brothers and Company 0.05% Reduce -18.4% 5,425 $421K
Appleton Partners Inc. 0.03% Reduce -10.2% 5,414 $421K
Signature Estate & Investment Advisors LLC 0.01% Reduce -1.6% 5,394 $419K
Thompson Davis & Co., Inc. 0.25% Reduce -1.7% 5,394 $419K
Ayalon Insurance Comp Ltd. 0.10% Reduce -95.8% 5,395 $419K
Pacific Sun Financial Corp 0.20% Reduce -3.5% 5,360 $416K
Rothschild Wealth LLC 0.04% Reduce -1.1% 5,334 $414K
Tannin Capital LLC 0.37% — 5,279 $410K
Kornitzer Capital Management Inc. 0.01% Reduce -50.5% 5,275 $410K
First National Trust Co 0.01% Reduce -0.4% 5,250 $408K
Snowden Capital Advisors LLC 0.01% Add +18.4% 5,230 $406K
Rockingstone Advisors LLC 0.18% Add +0.1% 5,201 $404K
CDKV Holdings LLC 0.34% — 5,184 $403K
Swmg, LLC 0.11% Reduce -8.8% 4,574 $402K
WESPAC Advisors, LLC 0.22% New 5,176 $402K
Chicago Partners Investment Group LLC 0.01% Add +3.0% 4,835 $401K
Spirepoint Private Client, LLC 0.04% Add +1.2% 5,145 $400K
Clear Creek Financial Management, LLC 0.03% Reduce -69.9% 5,140 $399K
Kingswood Wealth Advisors, LLC 0.02% Add +35.6% 5,132 $399K
Klingman & Associates, LLC 0.02% Reduce -9.4% 5,124 $398K
Diversify Wealth Management, LLC 0.02% Add +31.9% 4,895 $397K
Smith, Moore & Co. 0.03% Add +12.8% 5,098 $396K
Shufro Rose & Co. LLC 0.03% Reduce -1.9% 5,085 $395K
MSH Capital Advisors LLC 0.08% Reduce -5.6% 5,083 $395K
Vilga Financial Planning LLC 0.38% — 5,068 $394K
Jane Street Group, LLC 0.00% Reduce -82.0% 5,060 $393K
FineMark National Bank & Trust 0.01% New 4,989 $388K
Portfolio Resources Advisor Group, Inc. 0.39% — 4,979 $387K
NorthRock Partners, LLC 0.01% Add +31.4% 4,941 $384K
Perennial Investment Advisors, LLC 0.03% Add +37.7% 4,929 $383K
Composition Wealth, LLC 0.01% Add +0.8% 4,887 $380K
Capital Advisors Inc. 0.01% No change 4,884 $379K
SL Advisors, LLC 0.77% Add +0.1% 4,858 $377K
Ingalls & Snyder LLC 0.01% Reduce -7.4% 4,824 $375K
Balefire, LLC 0.07% Add +5.3% 4,817 $374K
Theory Financial LLC 0.13% Reduce -89.8% 4,505 $373K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +0.1% 4,721 $367K
Buck Wealth Strategies, LLC 0.05% Reduce -6.5% 4,684 $364K
Interchange Capital Partners, LLC 0.07% Reduce -15.7% 4,676 $363K
JB Capital LLC 0.01% Reduce -4.7% 4,667 $363K
Northstar Financial Companies, Inc. 0.29% Add +0.1% 4,659 $362K
Paragon Financial Partners, Inc. 0.22% Add +0.6% 4,625 $359K
Apollon Wealth Management, LLC 0.01% Reduce -2.3% 4,582 $356K
Certified Advisory Corp 0.03% Add +0.3% 4,579 $356K
Miramontes Capital, LLC 0.12% — 4,578 $356K
Moneta Group Investment Advisors LLC 0.00% Add +1.5% 4,547 $353K
Quadcap Wealth Management, LLC 0.04% No change 4,543 $353K
Blue Trust, Inc. 0.00% Add +5.7% 4,521 $351K
DV Trading LLC 0.03% — 4,500 $350K
Rwa Wealth Partners, LLC 0.00% No change 4,500 $350K
Purkiss Capital Advisors LLC 0.16% Reduce -3.2% 4,491 $349K
Quadrant Private Wealth Management, LLC 0.06% Reduce -4.0% 4,474 $348K
First Nebraska Trust Co 0.03% No change 4,459 $346K
Whitener Capital Management, Inc. 0.08% Reduce -2.7% 4,450 $346K
Hyundai Investments Co., Ltd. 0.33% New 4,341 $339K
Hopwood Financial Services, Inc. 0.24% Add +13.1% 4,367 $339K
Brown Advisory Inc. 0.00% Reduce -8.3% 4,340 $337K
Milestones Private Investment Advisors LLC 0.23% Add +0.1% 4,337 $337K
Lodestone Wealth Management LLC 0.14% Add +3.8% 4,328 $336K
Potentia Wealth 0.12% No change 4,307 $335K
Tocqueville Asset Management L.P. 0.00% New 4,295 $334K
One Capital Management, LLC 0.01% Reduce -31.2% 4,292 $333K
Evoke Wealth, LLC 0.01% New 4,287 $333K
Balboa Wealth Partners 0.06% Add +11.7% 4,276 $332K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% Reduce -7.5% 4,201 $326K
Aptus Capital Advisors, LLC 0.00% Add +5.2% 4,185 $325K
Journey Strategic Wealth LLC 0.01% Reduce -6.1% 4,174 $324K
Argent Trust Co 0.01% Reduce -3.8% 4,155 $323K
United Advisor Group, LLC 0.04% Reduce -2.1% 4,152 $323K
Private Trust Co. NA 0.03% Add +13.1% 4,110 $319K
Milestone Asset Management, LLC 0.06% New 4,104 $319K
Geneos Wealth Management Inc. 0.01% Add +20.7% 4,104 $319K
Brindle & Bay Financial Advisors, LLC 0.21% — 4,092 $318K
Hills Bank & Trust Co 0.02% Reduce -2.1% 4,076 $317K
Tolleson Wealth Management, Inc. 0.05% No change 4,053 $315K
Peoples Bank 0.32% Reduce -9.9% 4,046 $314K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% Reduce -3.4% 4,022 $312K
Cypress Wealth Services, LLC 0.04% New 4,010 $312K
LFA - Lugano Financial Advisors SA 0.16% No change 4,000 $311K
Whalerock Point Partners, LLC 0.06% No change 4,000 $311K
Costello Asset Management, INC 0.10% Reduce -11.1% 3,995 $310K
Roehl & Yi Investment Advisors, LLC 0.12% No change 3,984 $309K
M.E. Allison & Co., Inc. 0.21% Add +5.1% 3,984 $309K
Lynch & Associates 0.06% No change 3,982 $309K
SOA Wealth Advisors, LLC. 0.05% Add +0.8% 3,942 $306K
Seamount Financial Group Inc. 0.14% Add +7.2% 3,941 $306K
SBI Securities Co., Ltd. 0.01% Add +9.0% 3,940 $306K
Gateway Wealth Partners, LLC 0.03% Reduce -6.3% 3,871 $301K
Kagan Cocozza Asset Management 0.21% Reduce -10.3% 3,866 $300K
Visionary Wealth Advisors 0.01% Reduce -31.1% 3,861 $300K
Mainstream Capital Management LLC 0.20% Reduce -3.2% 3,851 $299K
Wealth Effects LLC 0.09% Reduce -1.5% 3,848 $299K
YHB Investment Advisors, Inc. 0.02% Reduce -34.1% 3,840 $298K
Glen Eagle Advisors, LLC 0.04% Reduce -19.2% 3,839 $298K
HT Partners LLC 0.09% No change 3,824 $297K
Accel Wealth Management 0.08% Reduce -5.3% 3,800 $295K
Volterra Technologies LP 0.30% Reduce -22.9% 3,798 $295K
F/m Investments LLC 0.01% Add +21.6% 3,786 $294K
GFS Advisors, LLC 0.03% New 3,780 $294K
Smith Salley Wealth Management 0.01% Reduce -3.2% 3,768 $293K
Regions Financial Corp. 0.00% Add +19.5% 3,750 $291K
University of Texas/Texas Am Investment Management Co. 0.04% Reduce -12.8% 3,746 $291K
KKM Financial LLC 0.05% Add +39.1% 3,739 $290K
Ipsen Advisor Group LLC 0.21% Reduce -4.3% 3,716 $289K
Summit Securities Group LLC 0.05% New 3,700 $287K
Elm Partners Management LLC 0.01% New 3,698 $287K
Stock Yards Bank & Trust Co. 0.01% Reduce -9.6% 3,690 $287K
Independent Advisor Alliance 0.01% Add +6.2% 3,655 $284K
Castle Rock Wealth Management, LLC 0.06% Add +8.9% 3,305 $284K
VSM Wealth Advisory, LLC 0.08% New 3,626 $282K
Segment Wealth Management, LLC 0.02% New 3,616 $281K
Montecito Bank & Trust 0.04% No change 3,612 $281K
Plan Group Financial, LLC 0.07% No change 3,610 $280K
WASHINGTON TRUST Co 0.01% Reduce -3.2% 3,606 $280K
Coldstream Capital Management Inc. 0.00% Reduce -4.1% 3,600 $280K
Howe & Rusling Inc. 0.02% Reduce -9.6% 3,590 $279K
Mesirow Financial Investment Management, Inc. 0.01% Add +6.8% 3,587 $279K
Arax Advisory Partners 0.01% New 3,585 $279K
Meridian Wealth Advisors, LLC 0.04% No change 3,580 $278K
St. Johns Investment Management Company, LLC 0.12% Add +1.9% 3,575 $278K
NewEdge Wealth, LLC 0.00% New 3,543 $275K
Confluence Wealth Services, Inc. 0.01% No change 3,529 $274K
Farmers National Bank 0.06% New 3,515 $273K
Sava Infond d.o.o. 0.04% No change 3,495 $271K
Tyche Wealth Partners LLC 0.04% Add +3.4% 3,483 $271K
Balanced Wealth Group LLC 0.10% Add +0.7% 3,451 $270K
Murphy & Mullick Capital Management Corp 0.19% Add +144.5% 3,470 $270K
Acorns Advisers, LLC 0.00% Add +23.7% 3,463 $269K
AdvisorNet Financial, Inc 0.01% Reduce -6.9% 3,439 $267K
Waterloo Capital, L.P. 0.02% Reduce -0.2% 3,433 $267K
Sageworth Trust Co 0.01% No change 3,424 $266K
VCI Wealth Management LLC 0.07% Reduce -36.3% 3,423 $266K
Warner Financial, Inc. 0.09% No change 3,413 $265K
Leo Wealth, LLC 0.02% Reduce -17.3% 3,401 $264K
Lifeworks Advisors, LLC 0.03% Add +6.3% 3,400 $264K
Aurora Private Wealth, Inc. 0.17% — 3,373 $262K
Modern Wealth Management, LLC 0.00% Add +7.6% 3,366 $261K
Clear Retirement Advice LLC 0.20% — 3,000 $261K
Joseph P. Lucia & Associates, LLC 0.09% Reduce -8.1% 3,359 $261K
Oxford Financial Group, LTD. LLC 0.01% New 3,355 $261K
Stack Financial Management, Inc 0.02% New 3,345 $260K
Elk River Wealth Management LLC 0.04% New 3,329 $259K
Harvey Capital Management Inc. 0.05% No change 3,300 $256K
Waystone Advisors LLC 0.22% — 3,295 $256K
Litman Gregory Wealth Management LLC 0.02% Add +5.6% 3,288 $255K
Key Client Fiduciary Advisors, LLC 0.09% Reduce -55.4% 3,280 $255K
Sagespring Wealth Partners, LLC 0.00% New 3,259 $253K
Sound Income Strategies, LLC 0.01% Add +34.0% 3,083 $253K
Southeast Asset Advisors, LLC 0.02% New 3,250 $252K
Ehrlich Financial Group 0.14% Reduce -2.5% 3,246 $252K
Guyasuta Investment Advisors Inc. 0.01% No change 3,232 $251K
Trust Co. of Oklahoma 0.07% Add +3.9% 3,224 $250K
Simon Quick Advisors, LLC 0.01% No change 3,219 $250K
Birchcreek Wealth Management, LLC 0.12% New 3,209 $249K
Nadler Financial Group, Inc. 0.02% New 3,207 $249K
Canvas Wealth Advisors, LLC 0.04% New 3,185 $247K
Strategic Blueprint, LLC 0.01% Reduce -4.3% 3,170 $246K
Aua Capital Management, LLC 0.12% No change 3,169 $246K
Family Investment Center, Inc. 0.05% New 3,164 $246K
One Day In July LLC 0.02% Add +7.1% 3,157 $245K
GPS Wealth Strategies Group, LLC 0.21% Reduce -67.0% 3,155 $245K
Ieq Capital, LLC 0.00% Add +2.3% 3,149 $245K
Cambient Family Office, LLC 0.03% — 3,138 $244K
Chilton Capital Management LLC 0.01% Reduce -0.6% 3,133 $243K
Destiny Wealth Partners, LLC 0.03% No change 2,926 $242K
SeaCrest Wealth Management, LLC 0.02% Reduce -9.2% 3,134 $240K
Retirement Planning Co of New England, Inc. 0.10% Add +0.3% 3,070 $238K
Arrien Investments, Inc. 0.13% Reduce -1.8% 3,058 $238K
Tacita Capital Inc 0.14% No change 3,000 $233K
Orleans Capital Management Corp. 0.14% No change 3,000 $233K
Brand Asset Management Group, Inc. 0.07% No change 3,000 $233K
Private Management Group Inc. 0.01% No change 3,000 $233K
Auour Investments LLC 0.07% Add +16.8% 2,998 $233K
Parallel Advisors, LLC 0.00% Add +1.4% 2,997 $233K
Bradley Foster & Sargent Inc. 0.00% No change 2,986 $232K
Blake Schutter Theil Wealth Advisors, LLC 0.19% New 2,975 $231K
Joel Isaacson & Co., LLC 0.01% No change 2,966 $230K
Capital Square, LLC 0.12% Reduce -20.0% 2,963 $230K
Hardy Reed LLC 0.02% Reduce -1.7% 2,956 $230K
Arrow Financial Corp 0.02% Reduce -11.2% 2,956 $230K
Legacy Private Trust Co. 0.01% New 2,956 $230K
Consolidated Capital Management, LLC 0.07% New 2,945 $229K
OneDigital Investment Advisors LLC 0.00% Reduce -5.5% 2,945 $229K
Sharkey, Howes & Javer 0.03% No change 2,931 $228K
Astra Wealth Partners LLC 0.14% Reduce -14.6% 2,925 $227K
WealthBridge Capital Management, LLC 0.05% Reduce -15.5% 2,919 $227K
Maltin Wealth Management, Inc. 0.09% Reduce -13.2% 2,904 $226K
Strategic Investment Advisors / MI 0.02% Add +3236.8% 2,903 $226K
Lyell Wealth Management, LP 0.02% Reduce -16.7% 2,902 $225K
Capstone Financial Advisors, Inc. 0.01% Add +0.4% 2,881 $224K
Dearborn Partners LLC 0.01% Reduce -4.6% 2,839 $221K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -10.9% 2,819 $219K
Frisch Financial Group, Inc. 0.05% Add +0.4% 2,810 $218K
Rockport Wealth LLC 0.04% Reduce -99.3% 2,797 $217K
Odyssey Capital Advisors, Inc. 0.19% — 2,785 $216K
Iowa State Bank 0.04% New 2,780 $216K
Raab & Moskowitz Asset Management LLC 0.05% Add +5.6% 2,775 $216K
Levin Capital Strategies, L.P. 0.02% New 2,775 $216K
Commonwealth Financial Services, LLC 0.04% Reduce -1.7% 2,770 $215K
XY Planning Network, Inc. 0.04% Reduce -12.2% 2,764 $215K
First National Bank of Omaha 0.01% New 2,735 $214K
Friday Financial 0.07% Reduce -22.1% 2,650 $206K
Channel Wealth LLC 0.05% New 2,636 $205K
Argyle Capital Partners, LLC 0.15% New 2,633 $205K
Goelzer Investment Management, Inc. 0.01% Reduce -6.6% 2,625 $204K
Burke & Herbert Bank & Trust Co. 0.06% Reduce -20.7% 2,610 $203K
PEAK6 LLC 0.01% Reduce -79.5% 2,594 $202K
Fifth Third Wealth Advisors LLC 0.01% New 2,593 $201K
Oliver Luxxe Assets LLC 0.03% Reduce -4.4% 2,587 $201K
Y.D. More Investments Ltd 0.01% Reduce -19.9% 2,520 $196K
Bulwark Capital Corp 0.14% No change 2,471 $192K
Rossby Financial, LCC 0.06% Add +21.5% 2,397 $186K
River Street Advisors LLC 0.07% Reduce -0.5% 2,392 $186K
Cherry Tree Wealth Management, LLC 0.04% Reduce -20.8% 2,374 $184K
Proffitt & Goodson Inc. 0.03% Reduce -23.7% 2,356 $183K
Dunhill Financial, LLC 0.06% Add +0.4% 2,356 $183K
Tucker Asset Management LLC 0.05% Add +565.0% 2,354 $183K
Community Bank, N.A. 0.02% Reduce -2.1% 2,315 $180K
Angeles Wealth Management, LLC 0.01% Add +360.2% 2,301 $179K
Steigerwald, Gordon & Koch Inc. 0.02% Add +5.9% 2,224 $173K
Bullock Wealth Management Group 0.08% — 2,209 $172K
Nvwm, LLC 0.04% Add +24.5% 2,188 $170K
Whittier Trust Co. of Nevada Inc. 0.00% Add +14.5% 2,046 $159K
Activest Wealth Management 0.03% Add +730.6% 1,927 $150K
TD Capital Management LLC 0.01% Add +0.2% 1,922 $149K
Private Wealth Asset Management, LLC 0.02% Reduce -3.8% 1,828 $142K
Ransom Advisory, Ltd 0.06% New 1,800 $140K
SouthState Bank Corp 0.01% Add +6.8% 1,791 $139K
Ancora Advisors LLC 0.00% Reduce -3.8% 1,790 $139K
Independence Bank of Kentucky 0.02% Add +4.1% 1,775 $138K
Tsfg, LLC 0.02% Reduce -3.0% 1,758 $137K
Financial Perspectives, Inc 0.04% No change 1,764 $137K
Vestor Capital, LLC 0.01% Add +201.9% 5,977 $136K
EPG Wealth Management LLC 0.04% Add +0.6% 1,750 $136K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -7.3% 1,713 $133K
CVA Family Office, LLC 0.01% Reduce -11.5% 1,649 $128K
EverSource Wealth Advisors, LLC 0.00% Reduce -2.4% 1,637 $127K
Adkins Seale Capital Management LLC 0.13% — 1,635 $127K
Caldwell Trust Co 0.01% Reduce -29.2% 1,611 $125K
Elevated Capital Advisors, LLC 0.03% New 1,608 $125K
FNY Investment Advisers, LLC 0.04% Add +183.7% 1,600 $124K
NFSG Corp 0.02% Add +46.0% 1,594 $124K
WealthCollab, LLC 0.05% Add +20.4% 1,555 $121K
Russell Investments Group, Ltd. 0.00% Reduce -35.7% 1,506 $117K
Anchor Investment Management, LLC 0.01% No change 1,494 $116K
IAG Wealth Partners, LLC 0.01% Add +0.3% 1,487 $116K
First United Bank & Trust 0.04% Reduce -8.6% 1,482 $115K
Frazier Financial Advisors, LLC 0.07% Add +150.4% 1,470 $114K
City Holding Co. 0.01% Reduce -9.5% 1,462 $114K
Byrne Asset Management LLC 0.06% Add +3.7% 1,459 $113K
City State Bank 0.03% No change 1,425 $111K
Manchester Capital Management LLC 0.01% No change 1,400 $109K
Dynamic Wealth Strategies, LLC 0.06% Add +606.1% 1,398 $109K
Solstein Capital, LLC 0.04% No change 1,398 $109K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Add +453.2% 1,383 $107K
Garden State Investment Advisory Services LLC 0.03% New 1,382 $107K
Bank of New Hampshire 0.02% No change 1,375 $107K
Morgan Dempsey Capital Management LLC 0.05% No change 1,307 $102K
Estate Planners Group, LLC 0.04% — 1,297 $101K
Sachetta, LLC 0.05% No change 1,287 $100K
Caldwell Sutter Capital, Inc. 0.04% Add +1.6% 1,278 $99K
Corsicana & Co. 0.06% No change 1,275 $99K
UMB Bank, n.a. 0.00% Add +51.1% 1,254 $97K
Abound Wealth Management 0.02% Reduce -7.0% 1,251 $97K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 1,207 $94K
Capital Investment Counsel, Inc 0.01% New 1,200 $93K
Harbor Investment Advisory, LLC 0.01% Add +208.8% 1,189 $92K
SageView Advisory Group, LLC 0.00% New 1,159 $90K
HM Payson & Co. 0.00% No change 1,156 $90K
Caitlin John, LLC 0.06% Add +1.4% 1,153 $90K
Bollard Group LLC 0.00% Add +0.4% 1,130 $88K
Colonial Trust Co / SC 0.01% No change 1,100 $85K
Asset Dedication, LLC 0.01% Add +0.6% 1,080 $84K
Pinnacle Bancorp, Inc. 0.02% No change 1,069 $83K
IMA Advisory Services, Inc. 0.01% No change 1,058 $82K
Country Trust Bank 0.00% Reduce -8.0% 1,023 $79K
DHJJ Financial Advisors, Ltd. 0.03% Add +0.1% 1,009 $78K
MCF Advisors LLC 0.00% Add +0.5% 983 $76K
Godfrey Financial Associates, Inc. 0.07% — 982 $76K
Advanced Asset Management Advisors Inc 0.02% Reduce -12.1% 963 $75K
Trust Co. of Vermont 0.00% Add +442.9% 950 $74K
TD Private Client Wealth LLC 0.00% No change 948 $74K
Wealth Enhancement Trust Services, Inc. 0.01% — 946 $73K
Finley Financial, LLC 0.03% No change 945 $73K
Avalon Trust Co 0.00% No change 936 $73K
Medallion Wealth Advisors, LLC 0.02% Add +0.2% 918 $71K
Rothschild Investment LLC 0.00% Reduce -3.4% 909 $71K
Maryland Capital Advisors Inc. 0.02% No change 900 $70K
Washington Trust Advisors, Inc. 0.01% No change 892 $69K
Cornerstone Planning Group LLC 0.01% Reduce -6.5% 777 $64K
Clayton Financial Group LLC 0.03% Add +723.0% 823 $64K
Barnes Dennig Private Wealth Management LLC 0.06% Add +11.5% 812 $63K
Hazlett, Burt & Watson, Inc. 0.02% Add +79.8% 809 $63K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -8.7% 800 $62K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -99.9% 794 $62K
Paladin Advisory Group, LLC 0.04% No change 784 $61K
Strategic Wealth Partners, Ltd. 0.00% Reduce -35.1% 768 $60K
Clearstead Advisors, LLC 0.00% Reduce -12.3% 760 $59K
Garner Asset Management Corp 0.02% New 760 $59K
Parkside Financial Bank & Trust 0.00% Reduce -28.5% 759 $59K
Oakworth Capital, Inc. 0.00% No change 755 $59K
Missouri Trust & Investment Co 0.02% No change 741 $58K
Biltmore Family Office, LLC 0.01% Add +144.3% 733 $57K
Morse Asset Management, Inc 0.01% New 700 $54K
SHP Wealth Management 0.00% — 695 $54K
Heritage Wealth Advisors 0.00% New 695 $54K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 690 $54K
WPG Advisers, LLC 0.04% No change 675 $52K
United Community Bank 0.02% Add +60.7% 675 $52K
Smartleaf Asset Management LLC 0.00% Add +184.3% 651 $51K
Barrett & Company, Inc. 0.02% No change 648 $50K
Financial Consulate, Inc. 0.01% Reduce -8.3% 634 $49K
Banque Cantonale Vaudoise 0.00% Reduce -19.3% 629 $49K
Sunbelt Securities, Inc. 0.00% No change 613 $48K
Align Financial, LLC 0.03% — 44,899 $45K
Valley Wealth Managers, Inc. 0.00% No change 574 $45K
Cordgrass Capital Advisors, LLC 0.01% Reduce -14.7% 570 $44K
Tower View Wealth Management LLC 0.02% Add +0.9% 564 $44K
Palouse Capital Management, Inc. 0.03% No change 548 $43K
Valley National Advisers Inc. 0.01% No change 545 $42K
Archer Investment Corp 0.01% Add +0.2% 531 $41K
Graney & King, LLC 0.02% Add +0.8% 519 $40K
Adirondack Trust Co. 0.01% Reduce -18.6% 515 $40K
Resources Management Corp. /CT/ 0.01% No change 510 $40K
Armor Investment Advisors, LLC 0.01% No change 513 $40K
Global Wealth Strategies & Associates 0.01% Add +12475.0% 503 $39K
Millstone Evans Group, LLC 0.02% No change 499 $39K
Investors Research Corp 0.01% Add +328.4% 497 $39K
Ogorek Anthony Joseph /NY/ 0.01% No change 500 $38K
Realta Investment Advisors 0.01% No change 488 $38K
Pittenger & Anderson Inc. 0.00% No change 480 $37K
Davis Capital Management 0.03% Reduce -14.6% 470 $37K
Nemes Rush Group LLC 0.00% Add +109.0% 464 $36K
Aventus Investment Advisors, Inc. 0.03% No change 457 $36K
Horizon Bancorp Inc. 0.02% No change 445 $35K
Pacific Center for Financial Services 0.01% No change 439 $34K
Founders Financial Alliance, LLC 0.01% Reduce -39.9% 438 $34K
Cape Investment Advisory, Inc. 0.01% New 435 $34K
Signaturefd, LLC 0.00% Reduce -3.4% 429 $33K
Rice Partnership, LLC 0.00% Reduce -6.3% 429 $33K
Founders Capital Management 0.02% Add +0.5% 424 $33K
Crewe Advisors LLC 0.00% Reduce -13.0% 420 $33K
Mascoma Wealth Management LLC 0.01% No change 415 $32K
Piscataqua Savings Bank 0.02% Add +47.3% 405 $31K
Pursuit Wealth Strategies, LLC 0.04% — 401 $31K
Hantz Financial Services, Inc. 0.00% Add +1262.1% 395 $31K
Physician Wealth Advisors, Inc. 0.00% Add +1.0% 396 $31K
Tidemark, LLC 0.01% No change 394 $31K
Key Financial Inc 0.01% No change 392 $30K
Duncker Streett & Co. Inc. 0.01% Reduce -23.4% 377 $29K
Indiana Trust & Investment Management Co 0.01% Reduce -17.5% 362 $28K
Coston, McIsaac & Partners 0.01% Add +0.5% 370 $28K
Farmers & Merchants Investments Inc. 0.00% No change 359 $28K
Operose Advisors LLC 0.01% Add +2.6% 357 $28K
Ankerstar Wealth, LLC 0.03% — 356 $28K
Flagship Wealth Advisors, LLC 0.01% No change 351 $27K
Pacifica Partners Inc. 0.01% Add +165.4% 345 $27K
Signature Resources Capital Management, LLC 0.01% Add +325.0% 340 $26K
Phillips Financial Management, LLC 0.00% No change 330 $26K
2UniFi Bank 0.01% New 325 $25K
Bellevue Asset Management, LLC 0.01% No change 324 $25K
WealthShield Partners, LLC 0.00% No change 317 $25K
MidFirst Bank 0.00% — 314 $24K
Ascentis Wealth Management, LLC 0.01% No change 305 $24K
Evelyn Partners Investment Management Services Ltd 0.00% No change 300 $23K
Merrithew & Thorsten Inc 0.02% — 306 $23K
ORG Partners LLC 0.00% No change 295 $23K
GAMMA Investing LLC 0.00% Add +217.2% 295 $23K
Concord Wealth Partners 0.00% New 292 $23K
Strengthening Families & Communities, LLC 0.01% Add +1.1% 289 $22K
Canton Hathaway, LLC 0.00% Reduce -99.4% 285 $22K
Creative Capital Management Investments LLC 0.01% No change 283 $22K
Tradewinds Capital Management, LLC 0.00% Reduce -75.0% 276 $21K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% — 272 $21K
Capitol Family Office, Inc. 0.02% No change 269 $21K
BOK Financial Private Wealth, Inc. 0.00% No change 264 $21K
Wellington Grp LLC 0.01% — 263 $20K
Monetary Solutions, Ltd 0.02% — 258 $20K
Anfield Capital Management, LLC 0.01% Reduce -71.3% 246 $19K
Twin Tree Management, LP 0.00% New 246 $19K
Investment Counsel Co. of Nevada 0.04% New 243 $19K
Vermillion Wealth Management, Inc. 0.01% Add +0.8% 241 $19K
Kohmann Bosshard Financial Services, LLC 0.00% New 241 $19K
Pioneer Family Office, LLC 0.01% — 240 $19K
Greykasell Wealth Strategies, Inc. 0.01% Add +0.4% 235 $18K
N.E.W. Advisory Services LLC 0.00% Add +0.4% 233 $18K
Bernard Wealth Management Corp. 0.01% No change 232 $18K
DT Investment Partners, LLC 0.00% No change 223 $17K
Sage Mountain Advisors LLC 0.00% No change 223 $17K
Westfuller Advisors, LLC 0.01% Add +0.5% 218 $17K
Peoples Financial Services Corp. 0.01% No change 216 $17K
Eukles Asset Management 0.01% Add +50.7% 214 $17K
United Financial Planning Group LLC 0.01% New 200 $16K
Your Advocates Ltd., LLP 0.01% Add +100.0% 200 $16K
First Command Advisory Services, Inc. 0.00% No change 200 $16K
Signature Equity Partners, LLC 0.01% — 197 $15K
Plante Moran Financial Advisors, LLC 0.00% Add +69.8% 197 $15K
Old Second National Bank of Aurora 0.00% Reduce -12.9% 196 $15K
Register Financial Advisors LLC 0.01% No change 195 $15K
Friedenthal Financial 0.01% Reduce -24.5% 194 $15K
Maseco LLP 0.00% No change 192 $15K
Brown Brothers Harriman & Co. 0.00% No change 192 $15K
Delta Asset Management LLC 0.00% No change 191 $15K
Woodard & Co. Asset Management Group Inc. 0.00% New 188 $15K
1 North Wealth Services LLC 0.01% Reduce -45.6% 185 $14K
POM Investment Strategies, LLC 0.01% No change 180 $14K
Colonial Trust Advisors 0.00% No change 180 $14K
Root Financial Partners, LLC 0.00% Add +17.6% 180 $14K
HHM Wealth Advisors, LLC 0.00% No change 179 $14K
Versant Capital Management, Inc 0.00% No change 175 $14K
BNP Paribas 0.00% Reduce -94.5% 167 $13K
Imprint Wealth LLC 0.06% Reduce -77.1% 159 $12K
Game Plan Financial Advisors, LLC 0.00% No change 140 $11K
Deutsche Bank AG 0.00% No change 135 $10K
First PREMIER Bank 0.00% No change 133 $10K
Edmond DE Rothschild Holding S.A. 0.00% No change 128 $10K
Wealth Watch Advisors, INC 0.00% New 125 $10K
McIlrath & Eck, LLC 0.00% No change 124 $10K
Webster Bank, N. A. 0.00% No change 121 $9K
Financial Freedom, LLC 0.00% No change 118 $9K
Strategic Advocates LLC 0.00% No change 117 $9K
Smithfield Trust Co 0.00% No change 117 $9K
Scarborough Advisors, LLC 0.00% Add +0.9% 110 $9K
Townsend Asset Management Corp. /NC/ 0.00% Reduce -23.0% 104 $8K
Sankala Group LLC 0.01% — 89 $8K
Compass Financial Services Inc 0.00% Add +1.0% 102 $8K
Consultiva Wealth Management, Corp. 0.02% No change 100 $8K
Safe Harbor Fiduciary, LLC 0.01% — 100 $8K
Basso Capital Management, L.P. 0.00% New 100 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 100 $8K
American National Bank & Trust 0.00% Reduce -50.3% 99 $8K
NorthAvenue LLC 0.01% — 96 $7K
Richards, Merrill & Peterson, Inc. 0.00% New 95 $7K
New Republic Capital, LLC 0.00% New 95 $7K
Optima Capital LLC 0.00% New 91 $7K
Avion Wealth 0.00% No change 100 $7K
1015 Capital Partners, LLC 0.01% — 90 $7K
Elevation Wealth Partners, LLC 0.00% No change 85 $7K
SYM FINANCIAL Corp 0.00% No change 85 $7K
Johnson Financial Group, Inc. 0.00% New 85 $7K
Gold Investment Management Ltd. 0.00% No change 84 $7K
JDM Financial Group LLC 0.00% No change 84 $7K
Morton Brown Family Wealth, LLC 0.00% No change 84 $7K
Hilton Head Capital Partners, LLC 0.00% — 79 $6K
Legacy Wealth Managment, LLC 0.00% Reduce -9.3% 78 $6K
IFC & Insurance Marketing, Inc. 0.01% — 71 $6K
Rakuten Securities, Inc. 0.00% Reduce -24.0% 76 $6K
Winch Advisory Services, LLC 0.00% No change 73 $6K
Curio Wealth, LLC 0.00% Add +109.7% 65 $5K
Entrust Financial LLC 0.00% — 62 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 41 $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% No change 39 $3K
CNB Bank 0.00% No change 37 $3K
Sawyer & Company, Inc 0.00% No change 37 $3K
Truvestments Capital LLC 0.00% No change 35 $3K
Minot DeBlois Advisors LLC 0.00% Reduce -30.0% 35 $3K
Olistico Wealth, LLC 0.00% New 35 $3K
SJS Investment Consulting Inc. 0.00% No change 33 $3K
Family Manage LLC 0.00% No change 29 $2K
Richardson Capital Management LLC 0.00% No change 26 $2K
Bayban 0.00% — 23 $2K
Broadwater Capital Management LLC 0.00% No change 22 $2K
Copia Wealth Management 0.00% Reduce -96.6% 20 $2K
Bogart Wealth, LLC 0.00% No change 19 $1K
Essential Partners LLC 0.00% New 16 $1K
Princeton Global Asset Management LLC 0.00% New 16 $1K
Aventura Private Wealth, LLC 0.00% No change 13 $1K
Vermillion & White Wealth Management Group, LLC 0.00% No change 10 $791
Optiver Holding B.V. 0.00% New 10 $777
Cranbrook Wealth Management, LLC 0.00% Reduce -97.0% 9 $704
PFS Partners, LLC 0.00% New 7 $549
Kelleher Financial Advisors 0.00% No change 7 $544
Turning Point Benefit Group, Inc. 0.00% No change 3 $233
Blue Bell Private Wealth Management, LLC 0.00% No change 1 $78
Quattro Advisors LLC 0.00% — 1 $45
Beutel, Goodman & Co Ltd. 0.00% No change 10 $0
Centerpoint Advisors, LLC 0.00% No change 1 $0
Covestor Ltd 0.00% Reduce -98.6% 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.