SS Consumer Staples Sel SectXLPETF

13F holders, Q2 2026 (June 30)
1,246holders −13
109new positions
124sold out
9famous investors
$83.26avg. 13F price*

At the end of Q2 2026, 1,246 institutions reported holding SS Consumer Staples Sel Sect (XLP) in their 13F filings, down 13 from Q1 2026. 109 opened new positions and 124 sold out. The largest holders were Bank of America Corp. ($1.5B), Morgan Stanley ($806.0M) and JPMorgan Chase & Co. ($793.9M). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 (Q2 2026)
CUSIP
81369Y308
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions109$225.5M
Exits124$643.7M

All 13F filers, Q1 2026 → Q2 2026: 20,087,496 shares bought and 57,596,098 shares sold, net −37,508,602 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,246 holders

Bank of America Corp. 0.10% Reduce -25.7% 18,350,213 $1.5B
Morgan Stanley 0.04% Reduce -6.0% 9,702,454 $806.0M
JPMorgan Chase & Co. 0.05% Reduce -2.5% 9,410,198 $793.9M
Goldman Sachs Group Inc. 0.07% Reduce -7.3% 8,139,947 $676.2M
Citigroup Inc. 0.27% Add +36.1% 6,867,681 $570.5M
Barclays PLC 0.17% Add +88.7% 6,481,381 $538.4M
BNP Paribas Financial Markets 0.26% Add +225.0% 5,838,299 $485.0M
UBS Group AG 0.07% Reduce -0.7% 5,648,440 $469.2M
LPL Financial LLC 0.07% Reduce -17.7% 3,577,959 $297.2M
Wells Fargo & Company 0.05% Reduce -38.4% 3,192,068 $265.2M
Caisse de depot et placement du Quebec 0.34% Add +58.9% 2,842,914 $236.2M
Raymond James Financial Inc. 0.04% Reduce -62.4% 1,871,261 $155.4M
Menora Mivtachim Holdings LTD. 0.58% Reduce -55.5% 1,784,297 $148.2M
Susquehanna International Group, LLP 0.10% Reduce -74.7% 1,380,908 $114.7M
Natixis 0.53% Reduce -33.0% 1,356,669 $112.7M
Ameriprise Financial Inc. 0.02% Reduce -59.5% 1,296,049 $112.6M
Royal Bank of Canada 0.02% Reduce -53.3% 1,226,022 $101.8M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.8% 1,224,063 $101.7M
Two Sigma Investments, LP 0.07% Add +797.5% 1,126,423 $93.6M
Osaic Holdings, Inc. 0.10% Add +14.5% 1,018,079 $84.6M
Fisher Asset Management 0.02% Reduce -5.0% 994,393 $82.6M
Saudi Central Bank 1.08% No change 963,581 $82.1M
PGIM Custom Harvest LLC 1.00% Add +1.5% 960,549 $79.8M
Citadel Advisors 0.04% Add +5404.2% 923,281 $76.7M
Envestnet Asset Management Inc. 0.02% Reduce -84.6% 828,005 $68.8M
Commonwealth Equity Services, LLC 0.07% Add +5.9% 713,097 $59.2M
J. Goldman & Co LP 2.04% Add +197.0% 699,308 $58.1M
Agf Management Ltd. 0.22% Reduce -0.4% 676,282 $56.2M
Healthcare of Ontario Pension Plan Trust Fund 0.08% Reduce -67.0% 675,000 $56.1M
Cibc World Market Inc. 0.09% Reduce -76.8% 662,571 $55.0M
State Street Corp. 0.00% Add +70.6% 621,446 $51.6M
Advisory Alpha, LLC 1.21% Add +22.6% 596,228 $49.5M
EP Wealth Advisors, LLC 0.18% Reduce -0.0% 557,172 $46.3M
Cetera Investment Advisers 0.04% Reduce -17.1% 550,035 $45.7M
Capital Fund Management S.A. 0.30% Add +79.2% 507,086 $42.1M
Janney Montgomery Scott LLC 0.08% Reduce -84.1% 497,578 $41.3M
Gerber Kawasaki Wealth & Investment Management 1.08% Add +9.4% 489,162 $40.6M
SRB Corp. 2.18% Add +720.4% 488,831 $40.6M
Nissay Asset Management Corp. /Japan 0.17% Reduce -60.8% 479,845 $39.9M
Greenwood Gearhart LLC 1.84% Add +2.8% 476,688 $39.6M
Stifel Financial Corp. 0.03% Reduce -21.1% 469,379 $39.0M
Phoenix Financial Ltd. 0.26% Reduce 0.0% 450,976 $37.5M
Conservest Capital Advisors, Inc. 2.98% Reduce -5.2% 450,415 $37.4M
MML Investors Services, LLC 0.07% Add +28.7% 440,046 $36.6M
SG Americas Securities, LLC 0.02% Add +83.0% 434,791 $36.1M
KCM Investment Advisors LLC 1.05% Add +4.0% 424,290 $35.2M
Weiss Asset Management LP 0.59% New 415,000 $34.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.73% Add +22.0% 404,057 $33.6M
Trust Asset Management LLC 2.07% Add +2.2% 399,910 $33.2M
HighTower Advisors, LLC 0.03% Add +0.8% 365,944 $30.4M
Renaissance Technologies 0.04% Reduce -28.6% 357,200 $29.7M
Mirae Asset Securities (usa) Inc. 1.29% No change 350,000 $29.1M
Tudor Investment Corporation 0.11% Add +217.4% 331,920 $27.6M
Millennium Management 0.02% Reduce -89.9% 326,192 $27.1M
Exchange Traded Concepts, LLC 0.13% Add +41589.4% 319,341 $26.5M
GTS Securities LLC 0.55% New 311,932 $25.9M
Mercer Global Advisors Inc. 0.03% Add +24.7% 310,117 $25.8M
Capula Management Ltd 0.11% Add +1492.5% 292,619 $24.3M
Truist Financial Corp. 0.03% Reduce -90.4% 291,678 $24.2M
Banco BTG Pactual S.A. 3.16% Reduce -19.3% 285,500 $23.7M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -1.4% 285,447 $23.7M
Qube Research & Technologies Ltd 0.03% Add +193.1% 282,634 $23.5M
Rockefeller Capital Management L.P. 0.04% Add +8.9% 274,538 $22.8M
Moore Capital Management, LP 0.53% Add +114.9% 268,923 $22.3M
Rockport Wealth LLC 3.50% Add +96.5% 250,746 $20.8M
Trilogy Capital Inc. 0.78% Reduce -10.9% 240,444 $20.0M
Krilogy Financial LLC 0.57% Reduce -0.3% 233,343 $19.4M
Valence8 US LP 6.40% Add +79.0% 231,632 $19.2M
Private Advisor Group, LLC 0.09% Add +31.6% 230,260 $19.1M
Passaic Partners LLC 1.82% Add +9.1% 228,904 $19.0M
RiverFront Investment Group, LLC 0.25% Add +0.6% 224,600 $18.7M
Kingsview Wealth Management, LLC 0.23% Add +2.7% 223,771 $18.6M
Integrated Wealth Concepts LLC 0.12% Add +20.3% 219,415 $18.2M
Steward Partners Investment Advisory, LLC 0.09% Add +15.2% 209,556 $17.4M
Jane Street Group, LLC 0.01% Add +2537.2% 209,050 $17.4M
NewEdge Advisors, LLC 0.05% Reduce -0.4% 205,226 $17.0M
Baird Financial Group, Inc. 0.02% Add +4.1% 204,802 $17.0M
Clarity Financial LLC 1.46% Add +27.3% 204,768 $17.0M
Bank of Montreal 0.01% Reduce -10.1% 202,755 $16.8M
Biltmore Wealth Management, LLC 5.22% Add +3.6% 201,408 $16.7M
Thrivent Financial for Lutherans 0.03% Reduce -19.3% 200,654 $16.7M
Squarepoint Ops LLC 0.03% New 200,096 $16.6M
Armstrong Advisory Group, Inc. 1.01% Add +2.1% 199,398 $16.6M
Galvin, Gaustad & Stein, LLC 1.22% Reduce -19.4% 195,993 $16.3M
Matauro, LLC 2.14% Add +20.2% 194,984 $16.2M
US Bancorp \de 0.02% Reduce -14.2% 189,499 $15.7M
Peapack Gladstone Financial Corp. 0.18% Reduce -0.9% 186,570 $15.5M
J.W. Cole Advisors, Inc. 0.26% Add +3.4% 184,785 $15.4M
Jones Financial Companies LLLP 0.01% Add +17.7% 179,687 $15.2M
Northern Trust Corp. 0.00% Reduce -7.4% 179,615 $14.9M
Cerity Partners LLC 0.02% Reduce -0.8% 179,419 $14.9M
Kestra Advisory Services, LLC 0.05% Reduce -6.1% 173,097 $14.4M
BlackRock, Inc. 0.00% Reduce -66.8% 172,821 $14.4M
Rothschild Capital Partners, LLC 3.06% Add +0.8% 171,135 $14.2M
MAI Capital Management 0.05% Add +5.8% 170,888 $14.2M
Bar Harbor Wealth Management 0.74% Reduce -0.1% 166,037 $13.8M
Estate Counselors, LLC 1.17% Reduce -11.1% 164,443 $13.7M
Creative Planning 0.01% Reduce -4.1% 155,838 $12.9M
Arta Finance Wealth Management LLC 5.44% Add +7.0% 152,908 $12.7M
WealthCare Asset Management, LLC 5.21% New 150,048 $12.5M
Annex Advisory Services, LLC 0.21% Reduce -3.2% 145,280 $12.1M
Swan Global Investments, LLC 0.55% Add +0.2% 144,652 $12.0M
Sanctuary Advisors, LLC 0.05% Reduce -27.9% 139,433 $11.6M
IMZ Advisory Inc 3.66% Add +14.5% 139,248 $11.6M
Maven Securities LTD 0.79% Add +13.8% 136,652 $11.4M
Makena Capital Management LLC 1.18% Reduce -11.5% 134,810 $11.2M
IFG Advisory, LLC 0.39% New 132,174 $11.0M
Northstar Advisory Group, LLC 3.35% Add +6.4% 129,554 $10.8M
Park Avenue Securities LLC 0.07% Reduce -11.0% 128,105 $10.6M
Kwmg, LLC 0.72% Add +5.2% 120,592 $10.0M
BlueCrest Capital Management Ltd 0.48% New 119,360 $9.9M
HighPoint Advisor Group LLC 0.35% Add +4.3% 119,081 $9.9M
Strategic Advisory Partners, LLC 6.91% Add +7.9% 117,325 $9.7M
Trek Financial, LLC 0.48% Add +20.7% 116,039 $9.6M
Adams Diversified Equity Fund, Inc. 0.29% New 116,000 $9.6M
Sumitomo Mitsui Financial Group, Inc. 0.18% Add +0.9% 115,545 $9.6M
Captrust Financial Advisors 0.01% Add +218.5% 115,055 $9.6M
Prudent Investors Network, Inc. 1.85% Add +15.6% 114,755 $9.5M
Salomon & Ludwin, LLC 0.78% Reduce -1.1% 113,058 $9.4M
LifePlan Financial, LLC 6.57% Add +2.8% 112,886 $9.4M
Equitable Holdings, Inc. 0.06% Reduce -26.2% 112,457 $9.3M
Money Concepts Capital Corp. 0.43% Reduce -7.5% 112,210 $9.3M
Franklin Resources Inc. 0.00% Add +11.8% 111,740 $9.3M
Concurrent Investment Advisors, LLC 0.08% Reduce -51.9% 109,644 $9.1M
Legacy Edge Advisors, LLC 0.83% Add +4.2% 109,029 $9.1M
Retirement Planning Group, LLC 0.23% Reduce -8.2% 108,698 $9.0M
SageGuard Financial Group, LLC 1.27% Reduce -5.7% 108,685 $9.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% Add +251.0% 106,291 $8.9M
AE Wealth Management LLC 0.04% Reduce -24.8% 106,090 $8.8M
Corecam Pte. Ltd. 3.31% New 105,150 $8.7M
United Asset Strategies, Inc. 0.60% Reduce -23.4% 102,506 $8.5M
Valmark Advisers, Inc. 0.09% Reduce -3.2% 102,222 $8.5M
Focus Partners Wealth 0.01% Add +16.0% 99,215 $8.2M
Avior Wealth Management, LLC 0.21% Add +4.0% 98,162 $8.2M
Novare Capital Management LLC 0.57% Reduce -0.8% 96,523 $8.0M
Harbor Capital Advisors, Inc. 0.54% Reduce -37.7% 96,059 $8.0M
SBI Okasan Asset Management Co.Ltd. 0.26% New 94,070 $7.9M
National Bank of Canada 0.01% Reduce -11.5% 95,502 $7.9M
Brookstone Capital Management 0.08% Add +266.0% 92,391 $7.7M
One Wealth Map LLC 3.57% Add +6.7% 87,522 $7.6M
Corient Private Wealth LP 0.01% Reduce -6.5% 91,700 $7.6M
Private Wealth Advisors, LLC 2.27% Add +2.4% 91,471 $7.6M
Madison Park Capital Advisors, LLC 5.35% Reduce -67.3% 25,948 $7.5M
Sharper & Granite LLC 2.33% Reduce -14.5% 90,334 $7.5M
Prestige Wealth Management Group LLC 1.36% Add +6159.0% 90,130 $7.5M
Fifth Third Bancorp 0.01% Reduce -20.6% 89,974 $7.5M
Volterra Technologies LP 4.75% Add +116.5% 88,950 $7.4M
Bellwether Advisors, LLC 1.09% Reduce -14.7% 88,928 $7.4M
Circle Wealth Management, LLC 0.09% Add +1.1% 88,505 $7.4M
Mariner, LLC 0.01% Reduce -56.1% 84,720 $7.0M
Alliancebernstein L.P. 0.00% Add +3.6% 84,588 $6.9M
FMR LLC 0.00% Add +13.5% 82,875 $6.9M
Crestwood Advisors Group, LLC 0.10% Reduce -0.7% 82,109 $6.8M
Ashton Thomas Private Wealth, LLC 0.14% Add +15.4% 80,259 $6.7M
Brave Asset Management Inc. 1.42% Add +5.0% 80,143 $6.7M
Advisory Services Network, LLC 0.08% Reduce -0.7% 80,079 $6.7M
Fifth Third Securities, Inc. 0.38% Reduce -13.0% 79,911 $6.6M
Sacks & Associates, LLC 4.47% Reduce -4.0% 77,857 $6.6M
IHT Wealth Management, LLC 0.14% Reduce -0.7% 79,097 $6.6M
Neuberger Berman Group LLC 0.00% Reduce -39.9% 78,965 $6.6M
Stillwater Capital Advisors, LLC 0.67% Reduce -0.3% 78,828 $6.5M
PNC Financial Services Group, Inc. 0.00% Reduce -54.1% 78,690 $6.5M
Vickerman Investment Advisors, Inc. 1.26% Add +3.0% 77,924 $6.5M
First Interstate Bank 0.34% Reduce -1.7% 77,282 $6.4M
Capital Investment Advisors, LLC 0.08% Reduce -1.3% 76,836 $6.4M
Capital Investment Advisory Services, LLC 0.39% Add +3.9% 76,818 $6.4M
CreativeOne Wealth, LLC 0.14% Reduce -2.9% 75,464 $6.3M
Waverly Advisors, LLC 0.04% Reduce -31.2% 75,117 $6.2M
Compass Wealth Management, LLC 2.46% Add +2.9% 74,355 $6.2M
Arete Wealth Advisors, LLC 0.41% New 74,072 $6.2M
Client First Capital LLC 2.47% Reduce -1.2% 73,557 $6.1M
Sound View Wealth Advisors Group, LLC 0.38% Add +3.3% 73,216 $6.1M
Banco Santander, S.A. 0.04% Reduce -2.9% 73,066 $6.1M
Measured Wealth Private Client Group, LLC 1.44% Reduce -0.8% 71,484 $5.9M
Howard Capital Management Group, LLC 0.36% Reduce -0.8% 71,035 $5.9M
First Merchants Corp. 0.20% Reduce -4.5% 69,497 $5.8M
Allspring Global Investments Holdings, LLC 0.01% Add +8.0% 69,119 $5.8M
Spire Wealth Management 0.17% Reduce -7.0% 69,217 $5.7M
Sage Capital Management, LLC 2.21% Add +1.1% 68,203 $5.7M
Destination Wealth Management 0.13% Add +4.4% 66,755 $5.5M
Capital Advisors Wealth Management, LLC 0.65% Add +4.4% 66,691 $5.5M
Chemung Canal Trust Co. 1.02% Add +2.3% 66,150 $5.5M
Old National Bancorp 0.11% Add +4.2% 65,435 $5.4M
Gotham Asset Management 0.01% Add +1886.5% 65,296 $5.4M
NWF Advisory Services Inc. 0.50% Add +5.2% 64,490 $5.4M
Split Rock Private Trading & Wealth Management, LLC 3.59% Add +1.3% 63,038 $5.2M
Fca Corp. 1.29% Add +3.3% 62,946 $5.2M
Algorithmic Investment Models, LLC 5.99% Reduce -6.8% 62,327 $5.2M
Advocate Investing Services LLC 3.99% Add +10.7% 62,296 $5.2M
O'shaughnessy Asset Management, LLC 0.02% Reduce -12.7% 62,106 $5.2M
Prime Capital Investment Advisors, LLC 0.05% Reduce -46.5% 61,867 $5.1M
Quantinno Capital Management LP 0.01% Add +3.6% 61,328 $5.1M
Ferguson Wellman Capital Management, Inc. 0.06% Reduce -11.2% 61,320 $5.1M
Optiver Holding B.V. 0.07% Add +1103.0% 60,872 $5.1M
American National Bank of Texas 4.61% Reduce -0.1% 60,862 $5.1M
Elevation Point Wealth Partners, LLC 0.09% Add +72.8% 59,537 $4.9M
Rooted Wealth Advisors, Inc. 1.20% Add +3.9% 59,004 $4.9M
Pathstone Holdings, LLC 0.01% Add +35.1% 58,769 $4.9M
St Germain D J Co. Inc. 0.18% Reduce -9.9% 58,684 $4.9M
Smith Chas P & Associates Pa Cpas 0.24% Reduce -4.8% 57,303 $4.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +4.3% 59,258 $4.8M
Founders Financial Securities LLC 0.24% Reduce -51.6% 56,898 $4.7M
First International Bank of Israel Ltd. 1.29% Add +1.7% 56,793 $4.7M
Toth Financial Advisory Corp. 0.46% Add +1.7% 56,416 $4.7M
Martin & Co. Inc. 0.73% Reduce -0.2% 56,201 $4.7M
Farmers & Merchants Trust Co of Chambersburg PA 1.18% Add +0.5% 55,815 $4.6M
Spinnaker Trust 0.22% Reduce -40.2% 55,633 $4.6M
Stonebridge Financial Group, LLC 0.64% — 55,493 $4.6M
3EDGE Asset Management, LP 0.20% Add +72.1% 55,122 $4.6M
Winthrop Capital Management, LLC 1.10% Add +2.4% 54,871 $4.6M
Simplex Trading, LLC 0.12% New 54,600 $4.5M
Arax Advisory Partners 0.03% Add +407.7% 54,044 $4.5M
Concord Investment Counsel Inc. 1.22% Add +0.1% 53,923 $4.5M
SteelPeak Wealth, LLC 0.12% New 53,225 $4.4M
Stockman Wealth Management, Inc. 0.45% Add +3.7% 52,939 $4.4M
Proficio Capital Partners LLC 0.16% Reduce -19.0% 52,465 $4.4M
Carolina Wealth Advisors, LLC 1.69% Add +7.8% 51,892 $4.3M
Axxcess Wealth Management, LLC 0.07% Add +0.2% 51,308 $4.3M
Foguth Wealth Management, LLC. 0.48% Add +25.4% 49,648 $4.2M
Orange Investment Advisors, Inc. 0.51% Add +0.1% 50,709 $4.2M
Berkshire Asset Management LLC 0.17% Add +49.0% 50,676 $4.2M
Curat Global, LLC 3.43% Add +239.1% 53,394 $4.2M
Horizon Investments, LLC 0.05% Reduce -59.3% 50,423 $4.2M
AQR Capital Management 0.00% Add +16.6% 50,346 $4.2M
Premier Path Wealth Partners, LLC 0.48% Reduce -2.8% 50,240 $4.2M
Pinnacle Financial Partners, Inc. 0.03% Add +1.3% 49,935 $4.1M
Two Sigma Securities, LLC 0.35% Add +26.4% 49,100 $4.1M
WBH Advisory Inc. 0.27% Reduce -7.5% 48,591 $4.0M
Ellis Investment Partners, LLC 0.61% Reduce -3.8% 48,494 $4.0M
Main Street Financial Solutions, LLC 0.26% Reduce -8.2% 48,284 $4.0M
Dakota Wealth Management 0.08% Reduce -0.8% 48,182 $4.0M
Delos Wealth Advisors, LLC 2.04% Add +4.7% 47,814 $4.0M
Cresset Asset Management, LLC 0.01% Add +6.9% 47,804 $4.0M
Lido Advisors, LLC 0.01% Add +25.8% 47,740 $4.0M
Independent Financial Group, LLC 0.07% Add +4.7% 47,576 $4.0M
Associated Banc-Corp 0.09% Reduce -3.7% 47,540 $3.9M
Biondo Investment Advisors, LLC 0.48% Add +4.2% 47,382 $3.9M
Hancock Whitney Corp. 0.07% Reduce -7.2% 47,007 $3.9M
Foronjy Financial LLC 1.43% Add +4.9% 46,959 $3.9M
Evolution Wealth Advisors, LLC 0.45% Reduce -1.7% 46,173 $3.8M
Merit Financial Group, LLC 0.02% Reduce -0.4% 46,063 $3.8M
MMBG Investment Advisors Co. 0.30% Reduce -9.1% 46,002 $3.8M
CX Institutional 0.11% Add +1.6% 45,982 $3.8M
D. E. Shaw & Co. 0.00% New 45,936 $3.8M
Apollon Financial, LLC 0.45% Add +2.6% 45,897 $3.8M
1607 Capital Partners, LLC 0.33% No change 45,860 $3.8M
AlphaCore Capital LLC 0.07% Add +0.8% 45,858 $3.8M
United Capital Financial Advisors, LLC 0.02% Reduce -0.9% 45,756 $3.8M
Corecam AG 3.21% New 45,220 $3.8M
Innova Wealth Partners 1.54% Add +13.0% 44,922 $3.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.09% Reduce -12.5% 44,700 $3.7M
Capital Advantage, Inc. 0.45% Reduce -1.2% 44,540 $3.7M
IMC-Chicago, LLC 0.03% Reduce -74.6% 42,877 $3.6M
Financial Discovery Group Inc. 7.59% Reduce -0.4% 42,844 $3.6M
Vestmark Advisory Solutions, Inc. 0.03% Add +187.8% 42,675 $3.5M
Simmons Bank 0.20% Reduce -5.0% 42,443 $3.5M
Sigma Planning Corp 0.09% Reduce -20.6% 42,303 $3.5M
Tower Research Capital LLC (TRC) 0.09% Add +300842.9% 42,132 $3.5M
First Financial Bank - Trust Division 0.25% Add +7.5% 41,993 $3.5M
Wealthfront Advisers LLC 0.01% Add +9.8% 41,362 $3.4M
Allred Capital Management, LLC 1.12% Add +2.6% 41,069 $3.4M
Granite Harbor Advisors, Inc. 1.34% Add +1.9% 40,278 $3.3M
Savvy Advisors, Inc. 0.07% Reduce -8.7% 39,671 $3.3M
Northland Securities, Inc. 1.91% Add +11.0% 39,424 $3.3M
Butensky & Cohen Financial Security, Inc. 0.81% Add +3.6% 39,212 $3.3M
David Kennon Inc 1.08% New 39,182 $3.3M
Virtue Capital Management, LLC 0.43% Add +46.9% 38,464 $3.2M
PCG Wealth Advisors, LLC 0.70% Reduce -2.1% 37,900 $3.1M
Twin Tree Management, LP 0.49% New 37,732 $3.1M
PeakShares LLC 2.31% Add +3.4% 37,444 $3.1M
Centric Wealth Management 0.48% No change 37,075 $3.1M
RPg Family Wealth Advisory, LLC 0.51% Add +18.0% 36,685 $3.0M
Risk Paradigm Group, LLC 2.38% Add +18.1% 36,542 $3.0M
Adams Wealth Management 0.58% Add +7.5% 36,323 $3.0M
CacheTech Inc. 0.49% Add +7.5% 36,323 $3.0M
Cedar Mountain Advisors, LLC 0.52% Add +1.1% 36,177 $3.0M
Arkadios Wealth Advisors 0.05% Reduce -6.0% 36,161 $3.0M
Econ Financial Services Corp 1.40% New 36,101 $3.0M
AAFMAA Wealth Management & Trust LLC 1.05% Add +5.8% 36,056 $3.0M
Bay Rivers Group 1.02% New 35,974 $3.0M
Ameritas Advisory Services, LLC 0.06% Add +272.3% 35,923 $3.0M
LightSquare Wealth Management, LLC 2.05% Reduce -6.4% 35,793 $3.0M
D L Carlson Investment Group Inc. 0.47% Reduce -5.5% 35,667 $3.0M
Regal Investment Advisors LLC 0.15% Reduce -6.4% 35,079 $2.9M
Sig Brokerage, LP 0.46% No change 35,037 $2.9M
BBR Partners, LLC 0.14% No change 34,780 $2.9M
Altfest L J & Co. Inc. 0.28% New 34,517 $2.9M
Afg Fiduciary Services Limited Partnership 2.24% Reduce -18.5% 33,489 $2.8M
Essex LLC 0.43% Add +3.2% 34,138 $2.8M
Sequoia Financial Advisors, LLC 0.01% Add +0.1% 34,110 $2.8M
Western Wealth Management, LLC 0.09% Reduce -11.7% 34,075 $2.8M
XTX Topco Ltd 0.04% New 33,921 $2.8M
Nwam LLC 0.14% Add +19.6% 33,533 $2.8M
Innealta Capital, LLC 1.49% No change 33,518 $2.8M
Cooksen Wealth, LLC 1.75% Add +2.7% 33,463 $2.8M
Symmetry Investments LP 0.31% New 33,347 $2.8M
Berger Financial Group, Inc 0.14% Reduce -1.4% 33,242 $2.8M
TCV Trust & Wealth Management, Inc. 0.21% Reduce -1.4% 33,103 $2.7M
Horizon Financial Services, LLC 1.05% Add +33.4% 32,824 $2.7M
Ethos Financial Group, LLC 0.18% Reduce -0.2% 32,781 $2.7M
Meitav Investment House Ltd. 0.02% Reduce -5.0% 32,758 $2.7M
ES4, LLC 1.42% Add +25.3% 32,651 $2.7M
Kintra Wealth, LLC 0.14% Reduce -5.1% 31,522 $2.7M
Focus Financial Network, Inc. 0.08% Reduce -8.9% 32,527 $2.7M
Scotia Capital Inc. 0.01% Add +42.9% 32,515 $2.7M
Fiduciary Group, LLC 0.21% Add +0.5% 32,470 $2.7M
CMG Global Holdings, LLC 1.14% Add +2.5% 32,365 $2.7M
Robertson Stephens Wealth Management, LLC 0.07% Add +0.6% 32,174 $2.7M
CFC Planning Co LLC 1.58% New 32,094 $2.7M
Virtu Financial LLC 0.08% New 32,089 $2.7M
Ranch Capital Advisors Inc. 0.84% Add +10.4% 32,085 $2.7M
DAVENPORT & Co LLC 0.01% Reduce -78.7% 32,053 $2.7M
Midwest Trust Co 0.03% Reduce -4.7% 32,049 $2.7M
WP Advisors, LLC 0.64% Reduce -5.0% 32,038 $2.7M
Massachusetts Wealth Management 1.00% Add +3.4% 31,579 $2.6M
&partners 0.01% Reduce -26.4% 31,481 $2.6M
Legacy Advisors, LLC 0.24% Add +0.0% 31,246 $2.6M
Walleye Capital LLC 0.01% No change 31,199 $2.6M
Magnus Financial Group LLC 0.18% Add +1.0% 30,908 $2.6M
Nelson Capital Management, LLC 0.28% Add +3.7% 30,436 $2.5M
AMG National Trust Bank 0.05% Reduce -34.4% 30,331 $2.5M
Fortis Group Advisors, LLC 0.40% Add +574.5% 30,028 $2.5M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Reduce -2.8% 30,028 $2.5M
Centennial Bank 0.80% Add +8.2% 30,026 $2.5M
Ami Investment Management Inc. 0.53% Reduce -2.9% 29,942 $2.5M
Retirement Guys Formula LLC 0.93% Add +2.7% 29,815 $2.5M
Farther Finance Advisors, LLC 0.02% Add +43.7% 29,612 $2.5M
Targeted Financial Services LLC 1.81% Add +10.1% 29,523 $2.5M
Laurel Wealth Advisors LLC 0.24% Add +0.3% 29,442 $2.4M
Sharpepoint LLC 1.22% Add +3.5% 29,340 $2.4M
Darwin Wealth Management, LLC 0.67% Add +4.9% 29,285 $2.4M
Oppenheimer & Co. Inc. 0.03% Add +57.8% 28,987 $2.4M
Venturi Wealth Management, LLC 0.09% Add +0.6% 28,829 $2.4M
Wealthspire Advisors, LLC 0.01% Add +202.5% 28,583 $2.4M
Citizens Financial Group Inc. 0.03% Add +1.1% 28,205 $2.3M
Westside Investment Management, Inc. 0.31% Add +1.8% 28,051 $2.3M
Summit Financial, LLC 0.03% Reduce -5.0% 28,045 $2.3M
Crew Capital Management, Ltd 1.27% Add +5.7% 28,025 $2.3M
Private Wealth Group, LLC 0.89% No change 27,866 $2.3M
Diversified Enterprises, LLC 0.11% Reduce -0.9% 27,719 $2.3M
CTC Alternative Strategies, Ltd. 3.32% New 27,689 $2.3M
Signal Advisors Wealth, LLC 0.12% Add +0.1% 27,630 $2.3M
Mission Hills Financial Advisory, LLC 1.00% Reduce -45.8% 27,452 $2.3M
Keybank National Association 0.01% Reduce -1.0% 27,452 $2.3M
Advisor Resource Council 0.75% Reduce -7.7% 26,856 $2.3M
Cavalier Investments, LLC 0.83% Reduce -0.8% 27,150 $2.3M
RFG Advisory, LLC 0.04% Add +3.8% 27,116 $2.3M
Cary Street Partners Financial LLC 0.05% Add +4.3% 27,033 $2.2M
Marble Wealth, LLC 0.34% New 26,799 $2.2M
WestEnd Advisors, LLC 0.05% Reduce -99.1% 26,712 $2.2M
Busey Bank 0.05% Reduce -0.2% 26,712 $2.2M
Dynamic Advisor Solutions LLC 0.06% Reduce -1.0% 26,602 $2.2M
Pallas Capital Advisors LLC 0.07% Add +2.6% 26,493 $2.2M
Advisory Resource Group 0.33% Add +3.0% 26,422 $2.2M
Acima Private Wealth, LLC 0.63% No change 26,284 $2.2M
Union Bancaire Privee, UBP SA 0.02% Reduce -25.2% 25,849 $2.2M
Simplicity Wealth,LLC 0.07% Add +27.4% 26,198 $2.2M
Flagstar Securities, Inc. 0.65% Add +0.3% 26,069 $2.2M
Harbour Investments, Inc. 0.03% Reduce -39.0% 25,982 $2.2M
Hansen & Associates Financial Group, Inc. 1.23% Add +15.4% 25,494 $2.1M
Federation des caisses Desjardins du Quebec 0.01% Reduce -16.4% 25,787 $2.1M
Sepio Capital, LP 0.11% Reduce -2.7% 25,515 $2.1M
Assetmark, Inc. 0.00% Reduce -92.6% 25,468 $2.1M
Fourth Dimension Wealth, LLC 0.67% Add +5.2% 25,386 $2.1M
Prairie Advisory, LLC 0.50% — 25,249 $2.1M
Straightline Group LLC 0.99% Reduce -4.6% 25,192 $2.1M
Twin Focus Capital Partners, LLC 0.21% Add +0.0% 25,029 $2.1M
Colton Groome Financial Advisors, LLC 0.50% Reduce -1.7% 24,965 $2.1M
Jacobi Capital Management LLC 0.10% Add +5.1% 24,963 $2.1M
Kennicott Capital Management LLC 0.96% Reduce -4.6% 24,904 $2.1M
Stratos Wealth Partners, LTD. 0.02% Reduce -13.9% 24,832 $2.1M
Everest Financial Group LLC 0.28% Add +8.9% 24,632 $2.0M
Beaumont Financial Advisors, LLC 0.13% Reduce -0.3% 24,621 $2.0M
10Elms LLP 0.92% Add +13.9% 24,605 $2.0M
Hanseatic Management Services Inc. 1.49% Reduce -1.8% 24,428 $2.0M
Carnegie Investment Counsel 0.04% Reduce -0.6% 24,304 $2.0M
CWC Advisors, LLC. 0.90% Reduce -3.5% 24,294 $2.0M
First Trust Advisors LP 0.00% Reduce -1.8% 24,115 $2.0M
Primoris Wealth Advisors, LLC 0.91% Reduce -3.3% 23,963 $2.0M
Sage Capital Advisors,llc 0.41% Reduce -1.3% 23,706 $2.0M
Markin Asset Management, LP 1.68% Add +45.3% 23,687 $2.0M
Kestra Private Wealth Services, LLC 0.02% Reduce -27.3% 23,619 $2.0M
Silver Oak Securities, Incorporated 0.12% Reduce -21.3% 23,504 $2.0M
Sowell Financial Services LLC 0.06% Reduce -7.8% 23,493 $2.0M
Credit Agricole S A 0.00% Reduce -54.9% 23,455 $1.9M
Bank of Nova Scotia 0.00% No change 23,370 $1.9M
Zullo Investment Group, Inc. 0.66% Reduce -3.2% 23,410 $1.9M
Blair William & Co. 0.01% Add +35.8% 23,357 $1.9M
Balyasny Asset Management L.P. 0.00% Reduce -95.9% 23,275 $1.9M
M3 Advisory Group, LLC 1.00% Reduce -0.4% 23,238 $1.9M
Navis Wealth Advisors, LLC 0.73% Add +0.6% 23,171 $1.9M
Uptick Partners, LLC 0.30% Add +20.6% 23,076 $1.9M
Capstone Wealth Management Group, Inc. 1.15% — 23,024 $1.9M
Meridian Wealth Management, LLC 0.06% Add +4.7% 22,987 $1.9M
Luminist Capital LLC 2.16% Add +34.2% 23,253 $1.9M
Evercore Wealth Management, LLC 0.03% Add +24.8% 22,771 $1.9M
Advyzon Investment Management, LLC 0.14% Add +6.9% 22,454 $1.9M
Tritonpoint Wealth, LLC 0.18% Reduce -15.3% 22,402 $1.9M
TritonPoint Partners, LLC 0.15% New 22,402 $1.9M
Magnolia Capital Management Ltd. 1.28% No change 22,375 $1.9M
Benjamin Edwards Inc. 0.02% Reduce -0.5% 22,358 $1.9M
CoreCap Advisors, LLC 0.05% Reduce -16.7% 22,281 $1.9M
Mutual Advisors, LLC 0.03% Reduce -2.1% 22,252 $1.8M
M&T Bank Corp 0.01% Add +1.8% 22,211 $1.8M
Kovack Advisors, Inc. 0.09% Add +62.8% 21,895 $1.8M
Choreo, LLC 0.02% Reduce -5.3% 21,888 $1.8M
Shepherd Financial Partners LLC 0.15% Add +0.3% 21,875 $1.8M
JBGlobal.com LLC 1.59% No change 21,850 $1.8M
Dorsey & Whitney Trust CO LLC 0.09% No change 21,765 $1.8M
Commerce Bank 0.01% Reduce -1.9% 21,758 $1.8M
Coppell Advisory Solutions LLC 0.15% New 2,128 $1.8M
Flagship Harbor Advisors, LLC 0.07% Reduce -85.0% 21,509 $1.8M
UNIVEST FINANCIAL Corp 0.09% Reduce -10.6% 21,360 $1.8M
Beacon Pointe Advisors, LLC 0.01% Reduce -21.2% 21,343 $1.8M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.21% Reduce -9.5% 21,287 $1.8M
Guilbault Capital LLC 1.76% Reduce -17.5% 21,089 $1.8M
McAdam, LLC 0.07% Add +7.5% 21,051 $1.7M
Ledyard National Bank 0.14% Reduce -2.2% 20,845 $1.7M
Alerus Financial NA 0.08% Reduce -40.4% 20,774 $1.7M
Carrera Capital Advisors 0.26% New 20,745 $1.7M
Sequent Planning LLC 0.36% Add +8.4% 20,377 $1.7M
HB Wealth Management, LLC 0.01% Reduce -4.8% 20,369 $1.7M
Addison Advisors LLC 0.79% Reduce -46.6% 20,225 $1.7M
Fairvoy Private Wealth, LLC 0.34% Reduce -10.9% 20,168 $1.7M
Independence Wealth Advisors, LLC 0.83% Reduce -66.9% 19,843 $1.6M
Verdence Capital Advisors LLC 0.09% Add +4.3% 19,807 $1.6M
Axiom Investment Management LLC 1.09% Add +13114.1% 19,689 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +15.2% 19,684 $1.6M
Integrated Advisors Network LLC 0.07% Add +23.9% 19,382 $1.6M
Helium Advisors LLC 1.34% Add +3.8% 19,346 $1.6M
Vanguard Capital Wealth Advisors 1.09% New 19,263 $1.6M
Affiance Financial, LLC 0.23% Reduce -3.1% 19,243 $1.6M
FIL Ltd 0.00% Add +0.6% 19,186 $1.6M
Climber Capital SA 0.97% Add +0.4% 19,210 $1.6M
V2 Financial group LLC 0.59% Add +8.6% 19,032 $1.6M
Providence First Trust Co 0.44% Add +14.5% 19,018 $1.6M
Intrua Financial, LLC 0.15% Add +7.3% 18,719 $1.6M
Crescent Grove Advisors, LLC 0.13% No change 18,629 $1.5M
Wealthcare Advisory Partners LLC 0.03% Reduce -60.2% 18,155 $1.5M
Cushing Capital Partners, LLC 1.04% Add +21.0% 18,130 $1.5M
Bank of Marin 1.05% Reduce -0.6% 18,116 $1.5M
Pine Valley Investments Ltd Liability Co 0.06% Add +9.3% 18,028 $1.5M
Thrive Capital Management, LLC 0.28% Add +5.7% 18,007 $1.5M
Chesapeake Wealth Management 0.42% Add +1.1% 17,978 $1.5M
Vise Technologies, Inc. 0.02% New 17,739 $1.5M
World Investment Advisors 0.02% Reduce -3.1% 17,714 $1.5M
Glenmede Trust Co. NA 0.01% Reduce -2.4% 17,518 $1.5M
Verus Capital Partners, LLC 0.08% Reduce -6.7% 17,382 $1.4M
Peterson Wealth Management 0.67% Add +6.3% 17,246 $1.4M
Foundations Investment Advisors, LLC 0.01% Add +6.1% 17,232 $1.4M
Everstar Asset Management, LLC 0.68% Reduce -47.7% 16,961 $1.4M
Nan Shan Life Insurance Co., Ltd. 0.04% No change 16,888 $1.4M
HBW Advisory Services LLC 0.12% Reduce -20.5% 16,573 $1.4M
Ignite Planners, LLC 0.19% Reduce -0.2% 16,517 $1.4M
Wall Capital Group, Inc. 1.12% Add +7.7% 16,471 $1.4M
Gladstone Institutional Advisory LLC 0.04% Reduce -8.9% 16,404 $1.4M
Boltwood Capital Management 0.31% Add +0.4% 16,167 $1.3M
Madden Advisory Services, Inc. 0.48% Reduce -2.9% 16,089 $1.3M
MontVue Capital Management, Inc. 0.77% Reduce -3.9% 16,079 $1.3M
Atlas Capital Advisors Inc. 0.14% Add +3.1% 15,724 $1.3M
Maridea Wealth Management LLC 0.14% Add +2.9% 15,717 $1.3M
Brown, Lisle/Cummings, Inc. 0.29% Add +0.1% 15,657 $1.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -90.6% 15,656 $1.3M
PFG Investments, LLC 0.05% Add +5.7% 15,500 $1.3M
Choate Investment Advisors 0.02% No change 15,420 $1.3M
Nations Financial Group Inc, /Ia/ 0.06% Add +0.1% 15,407 $1.3M
Quest 10 Wealth Builders, Inc. 0.99% Add +0.4% 15,325 $1.3M
Trust Co 0.11% Reduce -2.6% 15,284 $1.3M
Jump Financial, LLC 0.01% Reduce -79.8% 15,254 $1.3M
Wilmington Savings Fund Society, FSB 0.03% Reduce -4.8% 15,212 $1.3M
Stephens Inc. 0.01% Reduce -42.3% 15,150 $1.3M
Belpointe Asset Management LLC 0.04% Add +0.8% 15,117 $1.3M
Blue Capital, Inc. 0.80% New 15,086 $1.3M
Analyst IMS Investment Management Services Ltd. 0.03% Add +0.5% 15,006 $1.2M
Point72 Asset Management 0.00% New 15,000 $1.2M
Symmetry Partners, LLC 0.06% New 14,975 $1.2M
Outlook Wealth Advisors, LLC 0.27% Add +48.5% 14,828 $1.2M
Financial & Tax Architects, LLC 0.26% Add +2.1% 14,882 $1.2M
Colony Family Offices, LLC 0.27% No change 14,866 $1.2M
Midwest Financial Group LLC 0.43% Add +1.9% 14,845 $1.2M
Vertex Investment Solutions Co., Ltd. 0.83% Add +3.5% 14,600 $1.2M
Weaver Capital Management LLC 0.27% No change 14,901 $1.2M
Planning Directions Inc. 0.57% Reduce -6.3% 14,704 $1.2M
Cornerstone Capital, Inc. 0.11% Add +1.4% 14,684 $1.2M
Redwood Financial Network Corp 0.67% Reduce -0.6% 14,629 $1.2M
Wedmont Private Capital 0.03% Reduce -0.1% 14,323 $1.2M
Integrity Alliance, Llc. 0.04% Reduce -6.0% 14,488 $1.2M
Johnson Investment Counsel Inc. 0.01% Add +4.2% 14,382 $1.2M
Caprock Group, LLC 0.02% Reduce -0.2% 14,303 $1.2M
Atlantic Union Bankshares Corp 0.02% Reduce -0.5% 14,186 $1.2M
High Note Wealth, LLC 0.20% Reduce -3.6% 14,156 $1.2M
Diversify Advisory Services, LLC 0.02% New 13,756 $1.2M
Diversify Wealth Management, LLC 0.02% Add +8.1% 13,756 $1.2M
Larson Financial Group LLC 0.03% Add +57.5% 14,076 $1.2M
Florida Financial Advisors, LLC 0.20% Reduce -15.3% 14,073 $1.2M
Calton & Associates, Inc. 0.17% Reduce -11.1% 14,003 $1.2M
MV Capital Management, Inc. 0.10% No change 13,997 $1.2M
Interactive Financial Advisors, Inc. 0.71% Add +6.0% 14,036 $1.2M
CIBC Bancorp USA Inc. 0.00% Reduce -1.9% 13,915 $1.2M
Bfsg, LLC 0.10% Add +1.9% 13,894 $1.2M
RiverGlades Family Offices LLC 0.53% Add +2.6% 13,875 $1.2M
Summit Trail Advisors, LLC 0.01% Add +16.0% 13,749 $1.1M
Archford Capital Strategies, LLC 0.12% Reduce -61.1% 13,698 $1.1M
Howe & Rusling Inc. 0.07% Add +247.6% 13,681 $1.1M
Valeo Financial Advisors, LLC 0.02% Reduce -1.9% 13,679 $1.1M
Banque Pictet & Cie SA 0.01% No change 13,610 $1.1M
Atria Investments, Inc 0.01% Reduce -78.5% 13,552 $1.1M
Canton Hathaway, LLC 0.21% Add +261.1% 13,505 $1.1M
NCM Capital Management, LLC 0.35% Add +2.1% 13,478 $1.1M
Objective Capital Management, LLC 0.99% Add +0.1% 13,466 $1.1M
Kanawha Capital Management LLC 0.07% No change 13,328 $1.1M
Camelot Technology Advisors, Inc. 0.76% Reduce -50.7% 13,326 $1.1M
New Wave Wealth Advisors LLC 0.30% Reduce -12.0% 13,309 $1.1M
R2 Capital Strategies, LLC 0.50% — 13,246 $1.1M
CENTRAL TRUST Co 0.02% Reduce -0.2% 13,181 $1.1M
D.A. Davidson & Co. 0.01% Reduce -5.9% 13,176 $1.1M
Global Retirement Partners, LLC 0.02% — 13,133 $1.1M
Okabena Investment Services Inc. 0.19% Add +2.4% 13,121 $1.1M
PCG Asset Management, LLC 0.78% Add +0.6% 13,118 $1.1M
Mechanics Bank Trust Department 0.13% Reduce -13.7% 13,077 $1.1M
Flow Traders U.S. LLC 0.04% Reduce -85.9% 13,051 $1.1M
Crews Bank & Trust 0.14% Reduce -1.3% 12,998 $1.1M
RDA Financial Network 0.23% Add +0.0% 12,834 $1.1M
Harel Insurance Investments & Financial Services Ltd. 0.01% No change 12,651 $1.0M
Windsor Capital Management, LLC 0.27% Add +1.0% 12,556 $1.0M
Bramshill Investments, LLC 0.08% Add +108.3% 12,500 $1.0M
Purus Wealth Management, LLC 0.28% Reduce -3.4% 12,436 $1.0M
Moors & Cabot, Inc. 0.04% Add +9.2% 12,423 $1.0M
Narus Financial Partners, LLC 0.26% Add +7.5% 12,366 $1.0M
Cambria Investment Management, L.P. 0.05% New 12,322 $1.0M
Empowered Funds, LLC 0.01% Reduce -86.9% 12,322 $1.0M
Ayalon Insurance Comp Ltd. 0.12% Reduce -30.6% 12,250 $1.0M
PFG Advisors 0.05% Reduce -11.3% 12,248 $1.0M
Mission Creek Capital Partners, Inc. 0.18% Reduce -2.3% 12,192 $1.0M
Providence Capital Advisors, LLC 0.15% Add +5.7% 12,172 $1.0M
Dara Capital Us, Inc. 0.69% No change 12,130 $1.0M
Capital Investment Counsel, LLC 0.12% New 11,992 $996K
Prosperity Consulting Group, LLC 0.04% Reduce -7.0% 11,991 $996K
Savant Capital, LLC 0.00% Add +301.2% 11,827 $992K
Rational Advisors, Inc. 0.09% New 11,852 $985K
Alterna Wealth Management, Inc. 0.56% Add +14.1% 11,835 $983K
Cullen Capital Management, LLC 0.01% Add +1.1% 11,834 $983K
Manhattan West Asset Management, LLC 0.16% Reduce -9.0% 11,751 $976K
Savior LLC 2.79% Add +1.6% 11,726 $974K
McKinley Carter Wealth Services, Inc. 0.05% Reduce -11.2% 11,676 $970K
Golden State Wealth Management, LLC 0.09% Reduce -0.0% 11,659 $969K
StoneX Group Inc. 0.04% Reduce -37.7% 11,559 $960K
Asset Allocation Strategies LLC 0.15% Add +3.7% 11,453 $951K
Exit Wealth Advisors, LLC. 0.43% Add +25.9% 11,430 $950K
Gradient Capital Advisors, LLC 0.22% Add +2.9% 11,377 $945K
Capital Analysts, LLC 0.02% Reduce -3.6% 11,360 $943K
Talon Private Wealth, LLC 0.11% Reduce -17.9% 11,293 $938K
O'ROURKE & COMPANY, Inc 0.33% Reduce -1.4% 11,230 $933K
Allworth Financial LP 0.00% Add +0.1% 11,193 $930K
Keebeck Wealth Management 0.09% No change 11,178 $929K
South Shore Capital Advisors 0.62% No change 11,155 $927K
Entelevest, LLC 0.81% Add +3.5% 11,137 $925K
Summit Securities Group LLC 0.18% New 11,026 $916K
Telos Capital Management, Inc. 0.08% Reduce -2.2% 11,025 $916K
Centiva Capital, LP 0.03% Reduce -45.0% 11,000 $914K
Duncker Streett & Co. Inc. 0.15% Add +1558.1% 10,960 $910K
Monetary Management Group Inc. 0.19% Reduce -3.5% 10,910 $906K
ARS Investment Partners, LLC 0.04% Add +2.2% 10,899 $905K
Richard W. Paul & Associates, LLC 0.28% Reduce -0.8% 10,884 $904K
Moulton Wealth Management, Inc. 0.59% New 10,795 $897K
Burford Brothers, Inc. 0.33% Reduce -0.7% 10,766 $894K
PW Nova Financial Services LLC 0.19% Reduce -0.4% 10,746 $893K
Nikulski Financial, Inc. 0.19% Reduce -6.7% 10,733 $892K
Arkos Global Advisors 0.10% Add +272.9% 10,631 $883K
First Manhattan Co. Llc. 0.00% Reduce -0.2% 10,538 $875K
Huntington National Bank 0.01% Reduce -7.2% 10,524 $874K
Parallel Advisors, LLC 0.01% Add +0.7% 10,522 $874K
Managed Asset Portfolios, LLC 0.10% Add +49.9% 10,512 $873K
Sovran Advisors, LLC 0.06% Reduce -0.9% 10,000 $871K
First Horizon Corp. 0.03% Reduce -20.8% 10,435 $867K
Financial Engines Advisors L.L.C. 0.00% Add +2.4% 10,389 $863K
Rehmann Capital Advisory Group 0.04% Add +0.1% 10,370 $861K
Edgestream Partners, L.P. 0.03% New 10,338 $859K
Blue Zone Wealth Advisors, LLC 0.15% New 10,233 $850K
Bokf, NA 0.01% No change 10,191 $847K
Pinnacle Family Advisors, LLC 0.35% New 10,178 $845K
Jacobs Equity LLC 0.58% Add +4.5% 10,170 $845K
Transamerica Financial Advisors, LLC 0.07% Reduce -12.8% 10,039 $834K
Spreng Capital Management, Inc. 0.30% Reduce -6.6% 10,038 $834K
MTM Investment Management, LLC 0.24% Reduce -4.3% 10,035 $834K
Runnymede Capital Advisors, Inc. 0.49% No change 10,000 $831K
Kornitzer Capital Management Inc. 0.02% Add +30.7% 10,000 $831K
Matthew Goff Investment Advisor, LLC 0.14% Add +7.8% 9,919 $824K
OneAscent Financial Services LLC 0.04% Reduce -13.4% 9,879 $821K
Jackson, Grant Investment Advisers, Inc. 0.25% Reduce -4.6% 9,853 $818K
Garden State Investment Advisory Services LLC 0.16% New 9,777 $812K
Capital Advisors, Ltd. LLC 0.08% Add +0.1% 9,698 $806K
Capital Management Associates, Inc 0.16% Reduce -1.4% 9,645 $801K
Bangor Savings Bank 0.06% Reduce -6.5% 9,643 $801K
Hills Bank & Trust Co 0.03% Add +13.1% 9,558 $794K
Stronghold Wealth Management L.L.C. 1.06% Add +2.2% 9,543 $793K
Personal Cfo Solutions, LLC 0.11% Reduce -4.6% 9,393 $780K
Evanson Financial, LLC 0.04% — 9,385 $780K
Clear Street Group Inc. 0.00% Reduce -25.1% 9,368 $778K
Keystone Financial Group 0.05% Reduce -0.1% 9,357 $777K
National Philanthropic Trust 0.01% New 9,346 $776K
Lowe Brockenbrough & Co. Inc. 0.03% Reduce -3.2% 9,236 $768K
Hilltop Holdings Inc. 0.06% Add +3.0% 9,189 $763K
TD Waterhouse Canada Inc. 0.00% Add +1.7% 9,118 $760K
Mathes Company, Inc. 0.23% No change 9,050 $752K
Thoroughbred Financial Services, LLC 0.04% Add +0.3% 9,061 $752K
Measured Risk Portfolios, Inc. 0.67% Add +1.5% 9,031 $750K
Hengehold Capital Management LLC 0.06% Reduce -7.9% 9,004 $748K
Cascade Financial Partners, LLC 0.06% No change 9,000 $748K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -0.8% 8,992 $747K
Syon Capital LLC 0.03% Reduce -1.0% 8,977 $746K
Rockland Trust Co. 0.03% Reduce -30.4% 8,927 $742K
Cape Cod Five Cents Savings Bank 0.06% — 8,842 $735K
Brevan Howard Capital Management LP 0.01% Reduce -98.5% 8,789 $734K
Lodge Hill Capital, LLC 0.12% Reduce -74.1% 8,774 $729K
McGuire Investment Group, LLC 0.06% Add +2.6% 8,760 $728K
IFP Advisors, Inc 0.01% Reduce -4.0% 8,727 $725K
Intrepid Financial Planning Group LLC 0.25% Reduce -2.1% 8,705 $723K
Maloon Powers Pitre Higgins & Dennehy, LLC 0.25% — 8,679 $721K
High Point Wealth Management, LLC 0.60% Reduce -5.2% 8,655 $719K
WJ Financial Advisors LLC 0.53% Reduce -1.6% 8,652 $719K
Bessemer Group Inc. 0.00% Reduce -5.6% 8,588 $713K
Wedbush Securities Inc. 0.02% Reduce -0.4% 8,553 $711K
Stratos Wealth Advisors, LLC 0.04% Add +2.0% 8,551 $710K
Bricktown Capital, LLC 0.13% No change 8,508 $707K
Principal Securities, Inc. 0.01% Reduce -31.3% 8,471 $704K
Waterloo Capital, L.P. 0.04% Add +175.4% 8,440 $701K
Investment Advisory Group, LLC 0.15% Reduce -3.3% 8,383 $696K
Gallagher Capital Advisors, LLC 0.40% Reduce -8.6% 8,331 $692K
Prospera Financial Services Inc 0.01% Reduce -9.3% 8,319 $691K
Peak Retirement Planning, Inc. 0.11% Reduce -94.6% 8,300 $689K
MKT Advisors LLC 0.21% Add +0.2% 8,108 $688K
Pettinga Financial Advisors LLC 0.11% New 8,270 $687K
CHICAGO TRUST Co NA 0.10% Add +27.4% 8,264 $686K
Contravisory Investment Management, Inc. 0.12% Add +38.5% 8,224 $683K
GeoWealth Management, LLC 0.02% Reduce -69.1% 8,218 $683K
B. Riley Wealth Advisors, Inc. 0.04% Add +9.4% 8,067 $681K
4WEALTH Advisors, Inc. 0.52% Add +5.0% 8,053 $679K
Investment Management Trust, LLC 0.60% Reduce -31.6% 8,099 $673K
JFS Wealth Advisors, LLC 0.03% Reduce -1.1% 8,045 $668K
Plimoth Trust Co. LLC 0.13% Reduce -5.3% 8,045 $668K
STG Securities, LLC 0.72% — 8,033 $667K
SCS Capital Management LLC 0.01% Reduce -0.8% 8,025 $667K
International Assets Investment Management, LLC 0.04% Reduce -28.2% 7,969 $664K
McGuire Capital Advisors Inc. 0.36% Add +7.4% 7,981 $663K
Beacon Financial Advisory LLC 0.13% Add +9.2% 7,970 $662K
NewEdge Wealth, LLC 0.01% Add +20.2% 7,948 $660K
Betterment LLC 0.00% Add +19.3% 7,951 $660K
MSH Capital Advisors LLC 0.11% Add +58.2% 7,868 $654K
One Charles Private Wealth Services, LLC 0.15% Add +1.8% 7,847 $652K
Roble, Belko & Company, Inc 0.07% No change 7,775 $646K
Cornerstone Wealth Management, LLC 0.03% Add +0.4% 7,725 $642K
Per Stirling Capital Management, LLC. 0.06% Reduce -70.2% 7,711 $641K
HSBC Holdings PLC 0.00% Reduce -1.6% 7,694 $639K
Pinnacle Associates Ltd. 0.01% Add +0.1% 7,685 $638K
Carret Asset Management, LLC 0.06% Add +2.3% 7,684 $638K
Ameritas Investment Partners, Inc. 0.02% Add +18.3% 7,651 $636K
Narwhal Capital Management 0.04% No change 7,580 $630K
NBT Bank, N.A. 0.04% Reduce -0.6% 7,522 $625K
Bluespring Wealth Management, LLC 0.01% New 7,412 $616K
Centaurus Financial, Inc. 0.02% Add +0.2% 7,385 $613K
Capital Square, LLC 0.27% Add +76.3% 7,227 $608K
Acropolis Investment Management, LLC 0.02% Reduce -1.5% 7,310 $607K
Eagle Strategies LLC 0.06% Add +2.5% 7,256 $603K
Axim Planning & Wealth 0.85% Add +57.4% 7,213 $599K
Mma Asset Management LLC 0.19% Reduce -7.2% 7,200 $598K
Vaughan David Investments LLC 0.01% Reduce -11.6% 7,200 $598K
FLP Wealth Management, LLC 1.05% Add +2.1% 7,127 $592K
BCS Wealth Management 0.11% Add +153.4% 7,112 $591K
Koshinski Asset Management, Inc. 0.03% Add +0.1% 7,069 $587K
Ally Invest Advisors Inc. 0.04% Add +1.0% 7,054 $586K
Thomasville National Bank 0.03% — 7,052 $586K
Greenline Partners, LLC 0.06% Reduce -19.6% 7,036 $584K
OpenArc Corporate Advisory, LLC 0.01% Reduce -12.7% 7,008 $582K
Occidental Asset Management, LLC 0.06% Add +46.6% 7,000 $582K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.4% 6,998 $581K
Hyundai Investments Co., Ltd. 0.63% Add +29.2% 6,860 $579K
Sherman Asset Management, Inc. 0.45% No change 6,904 $574K
Empirical Asset Management, LLC 0.13% Reduce -3.0% 6,882 $572K
Indivisible Partners 0.03% Add +1.5% 6,823 $567K
JBR Co Financial Management Inc 0.20% New 6,760 $562K
Modern Wealth Management, LLC 0.01% Add +100.5% 6,745 $560K
Praxis Capital Management LLC 0.88% New 6,700 $557K
Founders Grove Wealth Partners, LLC 0.11% Reduce -4.6% 6,660 $553K
Shulman DeMeo Asset Management LLC 0.10% Reduce -0.1% 6,658 $553K
Avidian Wealth Enterprises, LLC 0.02% Reduce -6.7% 6,622 $550K
Focus Partners Advisor Solutions, LLC 0.00% Add +4.8% 6,609 $549K
MBA Advisors LLC 0.18% Reduce -0.2% 6,520 $542K
Audent Global Asset Management, LLC 0.60% Reduce -27.8% 6,500 $540K
Mine & Arao Wealth Creation & Management, LLC. 0.20% Add +0.5% 6,499 $540K
Allie Family Office LLC 0.20% Add +4.7% 6,479 $538K
Perigon Wealth Management, LLC 0.01% Reduce -1.4% 6,423 $534K
Wealthstar Advisors, LLC 0.27% Add +3.4% 6,417 $533K
Trust Point Inc. 0.04% No change 6,362 $528K
Florida Trust Wealth Management Co 0.01% Add +4.7% 6,354 $528K
Point Windward Advisors Inc. 0.24% Add +3.3% 6,342 $527K
KG Capital Management 0.31% Add +7.8% 6,302 $524K
Investment Partners, LTD. 0.16% No change 6,300 $523K
Spinnaker Investment Group, LLC 0.08% Add +0.2% 6,287 $522K
RPS Advisory Solutions LLC 0.34% New 6,280 $522K
Welch Group, LLC 0.02% Reduce -10.2% 6,280 $522K
Perennial Investment Advisors, LLC 0.03% Reduce -13.2% 6,270 $521K
Platform Technology Partners 0.08% No change 6,242 $519K
Mgo One Seven LLC 0.01% Reduce -42.9% 6,225 $517K
Fiduciary Alliance LLC 0.03% Reduce -2.1% 6,187 $514K
Constitution Capital LLC 0.26% Reduce -2.3% 6,185 $514K
Level Four Advisory Services, LLC 0.01% Reduce -36.3% 6,181 $513K
Lynx Investment Advisory 0.17% Add +0.3% 6,107 $507K
Nova Wealth Management, Inc. 0.28% Reduce -20.9% 6,100 $507K
Orser Capital Management, LLC 0.25% No change 4,320 $507K
Integral Investment Advisors, Inc. 0.11% Add +0.0% 6,062 $504K
Brindle & Bay Financial Advisors, LLC 0.25% Reduce -16.4% 6,049 $502K
Ark Wealth Advisors LLC 0.45% Reduce -24.2% 6,037 $501K
Brighton Jones LLC 0.01% Reduce -3.7% 6,022 $500K
DLK Investment Management, LLC 0.21% New 6,531 $500K
North Star Investment Management Corp. 0.03% Reduce -6.9% 5,984 $497K
Snowwater Investment Partners, LLC 0.34% No change 5,925 $492K
First Citizens Financial Corp 0.21% Reduce -4.5% 5,913 $491K
Keel Point, LLC 0.03% No change 5,909 $491K
Bank of New York Mellon Corp 0.00% Reduce -78.4% 5,908 $491K
Lanark Financial, Inc. 0.03% Reduce -41.6% 5,903 $490K
Argent Trust Co 0.01% Add +50.4% 5,888 $489K
Rockingstone Advisors LLC 0.20% Add +13.5% 5,886 $489K
Legacies Wealth LLC 0.27% No change 5,882 $489K
Roberts Wealth Advisors, LLC 0.11% Reduce -21.8% 5,830 $484K
Allen Investment Management, LLC 0.01% No change 5,813 $483K
Byrne Financial Freedom, LLC 0.19% Reduce -3.6% 5,804 $482K
Fjell Capital, LLC 0.33% Add +0.4% 5,739 $477K
Factory Mutual Insurance Co. 0.00% No change 5,700 $473K
Strategic Financial Concepts, LLC 0.14% Reduce -19.2% 5,694 $473K
Asset Management One Co., Ltd. 0.00% New 5,691 $473K
VCI Wealth Management LLC 0.12% Add +7.0% 5,669 $471K
OneDigital Investment Advisors LLC 0.00% Add +79.6% 5,664 $470K
Anchor Bay Capital, Inc. 0.25% — 5,492 $467K
Endeavor Private Wealth, Inc. 0.11% Reduce -20.8% 5,609 $466K
Freestone Capital Holdings, LLC 0.01% New 5,571 $463K
Rothschild Wealth LLC 0.04% Add +4.1% 5,518 $458K
Smith, Moore & Co. 0.03% Add +0.0% 5,501 $457K
Snowden Capital Advisors LLC 0.01% Add +6.4% 5,476 $455K
Twin Peaks Wealth Advisors, LLC 0.10% Reduce -0.3% 5,473 $455K
Lodestone Wealth Management LLC 0.16% Add +14.4% 5,440 $452K
Vident Advisory, LLC 0.00% Add +7.5% 5,431 $451K
Constant Guidance Financial LLC 0.28% New 5,400 $449K
Vilga Financial Planning LLC 0.34% Add +4.5% 5,341 $444K
D.B. Root & Company, LLC 0.09% Add +17.9% 5,297 $440K
Mission Wealth Management, LP 0.01% Add +15.9% 5,266 $437K
Financial Partners Group, Inc 0.04% Reduce -4.3% 5,263 $437K
Soltis Investment Advisors LLC 0.03% Reduce -8.7% 5,255 $437K
Cornerstone Wealth Group, LLC 0.03% No change 5,227 $434K
Allied Private Wealth LLC 0.28% — 5,127 $433K
CDKV Holdings LLC 0.33% Reduce -1.0% 5,154 $428K
Moneta Group Investment Advisors LLC 0.00% Add +12.1% 5,153 $428K
Nuveen, LLC 0.00% New 5,151 $428K
Asset Advisors Investment Management, LLC 0.04% Reduce -81.4% 5,149 $428K
Romano Brothers and Company 0.04% No change 5,100 $424K
Creative Financial Designs Inc. 0.02% Reduce -3.7% 5,092 $423K
Shufro Rose & Co. LLC 0.02% No change 5,085 $422K
Chicago Partners Investment Group LLC 0.01% Reduce -0.3% 5,062 $421K
S&A Financial Services, Inc. 0.26% Add +0.7% 5,046 $419K
One Capital Management, LLC 0.01% No change 5,100 $418K
LongView Wealth Management 0.11% Reduce -6.3% 5,011 $416K
Empower Advisory Group, LLC 0.00% Add +7.9% 4,989 $414K
Fiduciary Trust Co 0.00% Reduce -41.3% 4,949 $411K
Murphy & Mullick Capital Management Corp 0.25% Add +18.1% 4,928 $409K
Harrell Investment Partners, LLC 0.09% Reduce -75.7% 4,920 $409K
Intellectus Partners, LLC 0.07% New 4,915 $408K
Apollon Wealth Management, LLC 0.01% Add +0.2% 4,899 $407K
Capital Advisors Inc. 0.01% No change 4,884 $406K
NorthRock Partners, LLC 0.01% Reduce -2.9% 4,870 $405K
SL Advisors, LLC 0.71% Add +0.0% 4,862 $404K
Appleton Partners Inc. 0.02% Reduce -1.7% 4,855 $403K
Ameraudi Asset Management, Inc. 0.18% Reduce -95.0% 4,838 $402K
AdvisorNet Financial, Inc 0.02% Add +8.9% 4,838 $402K
Cullen/Frost Bankers, Inc. 0.00% Reduce -62.7% 4,832 $401K
SBI Securities Co., Ltd. 0.01% Add +4.4% 4,826 $401K
Israel Discount Bank of New York 0.74% No change 4,821 $400K
Vista Cima Wealth Management LLC 0.30% New 4,811 $400K
Signature Estate & Investment Advisors LLC 0.01% Reduce -1.8% 4,784 $397K
Lake Street Private Wealth, LLC 0.05% New 4,781 $397K
Paragon Financial Partners, Inc. 0.21% Add +0.5% 4,668 $397K
Swmg, LLC 0.09% Add +0.8% 4,750 $396K
Palumbo Wealth Management LLC 0.08% Reduce -6.1% 4,768 $396K
Gallacher Capital Management LLC 0.22% Reduce -47.7% 4,764 $396K
Ring Mountain Capital, LLC 0.17% Reduce -3.4% 4,757 $395K
Fairview Capital Investment Management, LLC 0.02% Add +21.3% 4,730 $393K
Bailard, Inc. 0.01% No change 4,727 $393K
Pinnacle Wealth Planning Services, Inc. 0.04% No change 4,721 $392K
Trust Co. of Oklahoma 0.10% Reduce -0.7% 4,700 $390K
Stock Yards Bank & Trust Co. 0.01% Reduce -1.3% 4,697 $390K
Acorns Advisers, LLC 0.00% Add +14.0% 4,686 $389K
CWA Asset Management Group, LLC 0.01% Reduce -23.9% 4,671 $388K
Whitener Capital Management, Inc. 0.08% Add +10.1% 4,623 $384K
Klingman & Associates, LLC 0.02% Reduce -7.4% 4,580 $380K
F/m Investments LLC 0.02% Add +6.0% 4,575 $380K
Quadcap Wealth Management, LLC 0.04% Add +0.7% 4,564 $379K
Oakmont Advisory Group, LLC 0.32% Reduce -55.6% 4,562 $379K
Gateway Wealth Partners, LLC 0.02% Reduce -51.9% 4,542 $377K
Ausdal Financial Partners, Inc. 0.01% Reduce -67.3% 4,495 $373K
Hopwood Financial Services, Inc. 0.22% Add +2.6% 4,482 $372K
Balboa Wealth Partners 0.05% Add +0.2% 4,475 $372K
First Nebraska Trust Co 0.03% No change 4,459 $370K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.02% Add +40.7% 4,452 $370K
Flputnam Investment Management Co. 0.00% Add +5.1% 4,452 $370K
Csenge Advisory Group 0.01% Reduce -35.6% 4,434 $368K
Milestone Asset Management, LLC 0.06% Add +8.2% 4,431 $368K
First National Trust Co 0.01% Reduce -3.3% 4,405 $366K
Blue Chip Partners, LLC 0.02% Reduce -3.0% 4,366 $363K
Strive Financial Group ,LLC 0.16% Add +251.8% 4,362 $362K
Aptus Capital Advisors, LLC 0.00% Add +12.2% 4,360 $362K
Clear Creek Financial Management, LLC 0.02% Reduce -1.6% 4,346 $361K
NFSG Corp 0.04% Reduce -12.8% 4,342 $361K
Rwa Wealth Partners, LLC 0.00% Add +0.1% 4,325 $359K
Clare Market Investments LLC 0.07% New 4,311 $358K
Northstar Financial Companies, Inc. 0.24% No change 4,284 $356K
Grantvest Financial Group LLC 0.21% Reduce -19.6% 4,283 $356K
XY Planning Network, Inc. 0.04% Add +54.9% 4,282 $356K
Buck Wealth Strategies, LLC 0.04% Reduce -1.8% 4,258 $354K
VSM Wealth Advisory, LLC 0.09% Add +11.2% 4,258 $354K
Certified Advisory Corp 0.03% Reduce -10.5% 4,251 $353K
Pacific Sun Financial Corp 0.15% Reduce -17.5% 4,250 $353K
Ieq Capital, LLC 0.00% Add +31.1% 4,213 $350K
Glen Eagle Advisors, LLC 0.04% Add +8.9% 4,180 $347K
Ingalls & Snyder LLC 0.01% Reduce -7.4% 4,172 $347K
Quadrant Private Wealth Management, LLC 0.08% Reduce -5.5% 4,173 $347K
Ashton Thomas Securities, LLC 0.05% Reduce -70.0% 4,154 $345K
Bayesian Capital Management, LP 0.22% New 4,117 $342K
First National Bank of Hutchinson 0.19% Add +4.4% 4,110 $341K
Miramontes Capital, LLC 0.11% Reduce -2.0% 4,094 $340K
United Advisor Group, LLC 0.04% Reduce -6.9% 4,087 $339K
Gerald Baker Financial Group LLC 0.10% Add +5.4% 4,083 $339K
M.E. Allison & Co., Inc. 0.20% Add +0.0% 4,081 $339K
Tolleson Wealth Management, Inc. 0.05% No change 4,053 $337K
Kiley Juergens Wealth Management, LLC 0.05% Add +0.0% 4,051 $337K
Peoples Bank 0.33% No change 4,046 $336K
LFA - Lugano Financial Advisors SA 0.20% No change 4,000 $332K
Whalerock Point Partners, LLC 0.06% No change 4,000 $332K
SOA Wealth Advisors, LLC. 0.06% Add +0.7% 3,991 $332K
Roehl & Yi Investment Advisors, LLC 0.11% No change 3,984 $331K
Lynch & Associates 0.06% No change 3,982 $331K
Wealth Effects LLC 0.09% Reduce -2.5% 3,942 $327K
Strait & Sound Wealth Management LLC 0.11% Add +2.6% 3,921 $326K
St. Johns Investment Management Company, LLC 0.12% Add +9.6% 3,920 $326K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% Reduce -5.0% 3,913 $325K
YHB Investment Advisors, Inc. 0.02% Add +1.4% 3,881 $322K
Spirepoint Private Client, LLC 0.03% Reduce -23.2% 3,872 $322K
Accel Wealth Management 0.07% Reduce -2.5% 3,852 $320K
Cypress Wealth Services, LLC 0.04% Reduce -4.3% 3,838 $319K
Visionary Wealth Advisors 0.01% Add +0.0% 3,826 $318K
HT Partners LLC 0.09% No change 3,824 $318K
Childress Capital Advisors, LLC 0.05% New 3,818 $317K
Encompass More Asset Management 0.05% Add +69.3% 3,769 $313K
Elm Partners Management LLC 0.01% Reduce -0.1% 3,755 $312K
Smith Salley Wealth Management 0.01% No change 3,743 $311K
Simon Quick Advisors, LLC 0.01% Reduce -1.5% 3,743 $311K
JB Capital LLC 0.01% Reduce -5.1% 3,720 $309K
Tyche Wealth Partners LLC 0.04% Add +5.4% 3,706 $308K
Castle Rock Wealth Management, LLC 0.06% Add +10.9% 3,689 $307K
Flaharty Asset Management, LLC 0.44% New 3,599 $306K
MBE Wealth Management, LLC 0.11% Add +0.5% 3,682 $306K
Cornerstone National Bank & Trust Co 0.10% Add +234.9% 3,657 $305K
Premier Private Wealth Management LLC 0.26% Reduce -28.5% 3,619 $301K
Tannin Capital LLC 0.20% Reduce -5.5% 3,600 $299K
Plan Group Financial, LLC 0.06% Reduce -2.1% 3,589 $298K
Meridian Wealth Advisors, LLC 0.03% No change 3,580 $297K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% Reduce -1.4% 3,572 $297K
Costello Asset Management, INC 0.09% Reduce -4.2% 3,570 $297K
Spartan Wealth Advisory Services LLC 0.02% New 3,535 $294K
Coldstream Capital Management Inc. 0.00% Reduce -54.9% 3,530 $293K
Kingswood Wealth Advisors, LLC 0.01% Reduce -2.6% 3,501 $291K
Waldron Private Wealth LLC 0.01% Reduce -68.4% 3,494 $290K
Tucker Asset Management LLC 0.07% Add +9.9% 3,476 $289K
Guyasuta Investment Advisors Inc. 0.01% Add +0.7% 3,467 $288K
KKM Financial LLC 0.04% Reduce -7.3% 3,464 $288K
University of Texas/Texas Am Investment Management Co. 0.03% Add +7.0% 3,462 $288K
Ipsen Advisor Group LLC 0.18% Add +0.6% 3,457 $287K
Ni Acquisitions Company, LLC 0.12% — 3,423 $287K
Vontobel Holding Ltd. 0.00% Reduce -87.4% 3,436 $285K
Warner Financial, Inc. 0.08% No change 3,413 $284K
Confluence Wealth Services, Inc. 0.01% Reduce -1.1% 3,396 $282K
Regions Financial Corp. 0.00% Reduce -13.1% 3,378 $281K
Auour Investments LLC 0.08% Add +3.1% 3,365 $280K
Joseph P. Lucia & Associates, LLC 0.08% No change 3,359 $279K
Harvey Capital Management Inc. 0.06% No change 3,300 $274K
Gallagher Fiduciary Advisors, LLC 0.01% Add +29.1% 3,268 $271K
Southeast Asset Advisors, LLC 0.03% No change 3,250 $270K
Key Client Fiduciary Advisors, LLC 0.08% Add +0.0% 3,241 $269K
Xcelsior Advisor Partners LLC 0.04% New 3,238 $269K
Geneos Wealth Management Inc. 0.01% Reduce -12.9% 3,237 $269K
Obsidian Cio, LLC 0.20% Add +148.6% 3,229 $268K
Mainstream Capital Management LLC 0.16% Reduce -16.6% 3,213 $267K
Chatterton & Associates Inc. 0.16% Add +7.6% 3,199 $266K
Farmers National Bank 0.06% Reduce -1.9% 3,176 $264K
DRW Securities, LLC 0.02% Reduce -92.8% 3,176 $264K
Montecito Bank & Trust 0.04% Reduce -5.1% 3,175 $264K
One Day In July LLC 0.02% Reduce -1.0% 3,175 $264K
Strategic Blueprint, LLC 0.01% No change 3,170 $263K
Aua Capital Management, LLC 0.12% No change 3,169 $263K
Family Investment Center, Inc. 0.04% Add +0.2% 3,167 $263K
Argyle Capital Partners, LLC 0.16% New 3,150 $262K
Fourpath Capital Management, LLC 0.03% Add +9.5% 3,129 $260K
SeaCrest Wealth Management, LLC 0.03% Reduce -0.3% 3,126 $260K
Aurora Private Wealth, Inc. 0.16% Add +0.0% 3,116 $259K
Daybright Advisory Services, Inc. 0.06% New 3,044 $259K
Astra Wealth Partners LLC 0.14% Add +3.8% 3,116 $259K
Novem Group 0.03% New 3,107 $258K
Sava Infond d.o.o. 0.02% No change 3,095 $257K
Chilton Capital Management LLC 0.01% No change 3,091 $257K
Thompson Davis & Co., Inc. 0.15% Reduce -36.3% 3,090 $257K
AlphaStar Capital Management, LLC 0.02% Reduce -19.0% 3,087 $256K
Lifeworks Advisors, LLC 0.03% Add +22.3% 3,086 $256K
VestGen Advisors, LLC 0.01% Reduce -1.3% 3,082 $256K
QRG Capital Management, Inc. 0.00% Reduce -12.1% 3,074 $255K
Retirement Planning Co of New England, Inc. 0.09% Add +0.2% 3,074 $255K
WASHINGTON TRUST Co 0.01% Add +3.9% 3,064 $255K
Independent Advisor Alliance 0.01% Reduce -94.1% 3,062 $254K
IMA Advisory Services, Inc. 0.02% Add +189.1% 3,059 $254K
Mesirow Financial Investment Management, Inc. 0.00% Add +4.7% 3,058 $254K
Daymark Wealth Partners, LLC 0.01% New 3,034 $252K
Tacita Capital Inc 0.14% No change 3,000 $249K
Clear Retirement Advice LLC 0.17% No change 3,000 $249K
Brand Asset Management Group, Inc. 0.06% No change 3,000 $249K
Private Management Group Inc. 0.01% No change 3,000 $249K
Destiny Wealth Partners, LLC 0.04% No change 2,926 $249K
Seamount Financial Group Inc. 0.10% Reduce -7.7% 2,991 $248K
Tempo Wealth, LLC 0.04% Reduce -1.2% 2,989 $248K
Bradley Foster & Sargent Inc. 0.00% No change 2,986 $248K
Straight Path Wealth Management 0.06% New 2,980 $248K
Y.D. More Investments Ltd 0.01% Add +20.1% 2,990 $247K
Private Trust Co. NA 0.02% Reduce -22.2% 2,975 $247K
Alpine Global Management, LLC 0.04% New 2,963 $246K
Hardy Reed LLC 0.02% No change 2,956 $246K
Layline Advisors, LLC 0.22% Add +0.7% 2,954 $245K
Maltin Wealth Management, Inc. 0.08% Add +0.5% 2,932 $244K
Sharkey, Howes & Javer 0.03% No change 2,931 $243K
Sound Income Strategies, LLC 0.01% Reduce -3.6% 2,929 $243K
Tocqueville Asset Management L.P. 0.00% No change 2,905 $241K
Hexagon Capital Partners LLC 0.03% Reduce -4.5% 2,874 $239K
Saxony Capital Management, LLC 0.11% New 2,865 $238K
Balanced Wealth Group LLC 0.08% Add +6.0% 2,864 $238K
Cherry Tree Wealth Management, LLC 0.04% Reduce -5.4% 2,862 $238K
Capstone Financial Advisors, Inc. 0.01% Add +0.6% 2,854 $237K
Lyell Wealth Management, LP 0.01% Reduce -1.7% 2,852 $237K
Brown Advisory Inc. 0.00% Reduce -23.6% 2,850 $237K
Fiscal Wisdom Wealth Management, LLC 0.20% New 2,849 $237K
Institute for Wealth Management, LLC. 0.02% Add +5.8% 2,841 $236K
Arrow Financial Corp 0.02% Reduce -4.1% 2,836 $236K
NorthCrest Asset Manangement, LLC 0.01% New 2,761 $230K
Legacy Private Trust Co. 0.01% Reduce -1.6% 2,761 $229K
Joel Isaacson & Co., LLC 0.01% No change 2,752 $229K
Patton Albertson Miller Group, LLC 0.02% No change 2,735 $227K
WealthBridge Capital Management, LLC 0.04% Reduce -6.8% 2,720 $226K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -4.0% 2,707 $225K
Dynamic Wealth Strategies, LLC 0.12% No change 2,698 $224K
Synergy Asset Management, LLC 0.02% New 2,697 $224K
Dearborn Partners LLC 0.01% Reduce -5.3% 2,689 $223K
Raab & Moskowitz Asset Management LLC 0.04% Reduce -0.5% 2,687 $223K
Total Wealth Planning & Management, Inc. 0.16% New 2,678 $222K
Capital CS Group, LLC 0.32% Add +1.9% 2,666 $221K
Sagespring Wealth Partners, LLC 0.00% Reduce -18.1% 2,658 $221K
HORAN Wealth, LLC 0.03% New 2,634 $219K
Commonwealth Financial Services, LLC 0.03% Reduce -5.4% 2,624 $218K
Burke & Herbert Bank & Trust Co. 0.05% No change 2,610 $217K
USA Financial Formulas 0.04% — 2,595 $216K
Kagan Cocozza Asset Management 0.13% Reduce -12.0% 2,592 $215K
BIP Wealth, LLC 0.01% Reduce -5.9% 2,591 $215K
Summit Wealth Partners, LLC 0.03% No change 2,586 $215K
First Foundation Advisors 0.01% Reduce -5.5% 2,566 $213K
Friday Financial 0.06% Reduce -5.7% 2,500 $212K
LPWM LLC 0.05% No change 2,548 $212K
Frisch Financial Group, Inc. 0.04% Reduce -7.5% 2,547 $212K
Rede Wealth, LLC 0.07% No change 2,546 $211K
Surience Private Wealth LLC 0.18% Reduce -56.5% 2,487 $207K
Whittier Trust Co. 0.00% Reduce -1.3% 2,450 $206K
Goelzer Investment Management, Inc. 0.01% Add +0.1% 2,480 $206K
Bulwark Capital Corp 0.12% No change 2,471 $205K
Orion Porfolio Solutions, LLC 0.00% Reduce -44.2% 2,463 $205K
First National Bank of Omaha 0.01% Reduce -7.3% 2,415 $204K
Laraway Financial Advisors Inc 0.12% New 2,445 $203K
Weaver Consulting Group 0.04% New 2,433 $202K
Pinnacle Wealth Management Advisory Group, LLC 0.01% New 2,422 $201K
Fingerlakes Wealth Management, Inc. 0.11% New 2,420 $201K
Pettyjohn, Wood & White, Inc. 0.03% New 2,420 $201K
Dunhill Financial, LLC 0.04% Add +0.3% 2,370 $197K
Community Bank, N.A. 0.02% Reduce -0.2% 2,310 $192K
Nvwm, LLC 0.04% No change 2,270 $189K
Cassaday & Co Wealth Management LLC 0.00% Reduce -7.5% 2,192 $182K
Bullock Wealth Management Group 0.08% Add +4.3% 2,103 $175K
Steigerwald, Gordon & Koch Inc. 0.02% No change 2,100 $174K
Blue Trust, Inc. 0.00% Reduce -13.8% 1,987 $165K
Oxford Financial Group, LTD. LLC 0.01% No change 1,980 $164K
Rossby Financial, LCC 0.03% Reduce -35.0% 1,973 $164K
SHP Wealth Management 0.01% Add +109.8% 1,972 $164K
TD Capital Management LLC 0.01% Add +0.1% 1,926 $160K
Triumph Capital Management 0.03% Reduce -13.9% 1,901 $158K
Turtle Creek Wealth Advisors, LLC 0.01% No change 1,854 $154K
Private Wealth Asset Management, LLC 0.01% Reduce -0.4% 1,809 $150K
Angeles Wealth Management, LLC 0.01% No change 1,801 $150K
Ancora Advisors LLC 0.00% No change 1,790 $149K
Financial Perspectives, Inc 0.04% No change 1,764 $147K
EPG Wealth Management LLC 0.04% Add +0.4% 1,763 $146K
Tsfg, LLC 0.02% Add +0.2% 1,757 $146K
Caldwell Trust Co 0.01% No change 1,735 $144K
Vestor Capital, LLC 0.01% Reduce -48.3% 1,560 $143K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,713 $142K
SouthState Bank Corp 0.01% Reduce -7.2% 1,685 $140K
CVA Family Office, LLC 0.01% Add +0.5% 1,663 $138K
Independence Bank of Kentucky 0.02% Reduce -4.8% 1,656 $138K
Adkins Seale Capital Management LLC 0.12% No change 1,635 $136K
Elevated Capital Advisors, LLC 0.04% No change 1,608 $134K
IAG Wealth Partners, LLC 0.01% Add +0.3% 1,607 $133K
Montag A & Associates Inc. 0.01% No change 1,603 $133K
JTC Employer Solutions Trustee Ltd 0.01% New 1,600 $133K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,450 $123K
Russell Investments Group, Ltd. 0.00% Add +13.6% 1,474 $122K
Frazier Financial Advisors, LLC 0.06% No change 1,470 $122K
Regatta Research & Money Management 0.11% — 1,447 $120K
WealthCollab, LLC 0.04% Add +9.3% 1,411 $117K
Manchester Capital Management LLC 0.02% No change 1,400 $116K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% No change 1,383 $115K
Bank of New Hampshire 0.02% No change 1,375 $114K
Timbuktu Capital Management, LLC 0.17% — 1,350 $112K
City Holding Co. 0.01% Reduce -6.3% 1,342 $111K
Byrne Asset Management LLC 0.06% Add +0.5% 1,334 $111K
First United Bank & Trust 0.03% Reduce -2.2% 1,317 $109K
Abound Wealth Management 0.02% Add +0.7% 1,300 $108K
Sachetta, LLC 0.05% No change 1,287 $107K
Caldwell Sutter Capital, Inc. 0.04% No change 1,283 $107K
Corsicana & Co. 0.05% No change 1,275 $106K
UMB Bank, n.a. 0.00% No change 1,239 $103K
Solstein Capital, LLC 0.04% No change 1,231 $102K
Medallion Wealth Advisors, LLC 0.03% Add +0.1% 1,224 $102K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 1,207 $100K
Van Eck Associates Corp. 0.00% New 1,206 $100K
Capital Investment Counsel, Inc 0.01% No change 1,200 $100K
Country Trust Bank 0.00% Add +17.0% 1,197 $99K
EverSource Wealth Advisors, LLC 0.00% Reduce -28.1% 1,171 $97K
Bollard Group LLC 0.00% Add +0.3% 1,137 $94K
City State Bank 0.02% No change 1,125 $93K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -34.9% 1,107 $92K
Pinnacle Bancorp, Inc. 0.02% No change 1,069 $89K
Compass Financial Management LLC 0.01% — 1,029 $85K
Creative Capital Management Investments LLC 0.02% Add +258.3% 1,014 $84K
Advanced Asset Management Advisors Inc 0.02% No change 963 $80K
HM Payson & Co. 0.00% Reduce -16.9% 961 $80K
MCF Advisors LLC 0.00% No change 953 $79K
Trust Co. of Vermont 0.00% — 950 $79K
Clearstead Advisors, LLC 0.00% Reduce -65.7% 949 $79K
Finley Financial, LLC 0.03% No change 945 $79K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -96.3% 938 $78K
Avalon Trust Co 0.00% No change 936 $78K
Rothschild Investment LLC 0.00% Add +0.4% 917 $76K
Asset Dedication, LLC 0.00% Reduce -21.2% 907 $75K
Maryland Capital Advisors Inc. 0.02% — 900 $75K
Washington Trust Advisors, Inc. 0.01% No change 892 $74K
TD Private Client Wealth LLC 0.00% No change 889 $74K
DHJJ Financial Advisors, Ltd. 0.02% Add +3.3% 880 $73K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 872 $72K
Macquarie Group Ltd. 0.00% New 855 $71K
Caitlin John, LLC 0.04% Reduce -0.8% 840 $70K
PlanVest Financial, Inc 0.05% Reduce -2.0% 819 $68K
Hazlett, Burt & Watson, Inc. 0.02% Add +1.1% 818 $68K
Barnes Dennig Private Wealth Management LLC 0.05% Add +1.0% 814 $68K
Highland Investment Advisors LLC 0.03% — 806 $67K
Paladin Advisory Group, LLC 0.04% No change 784 $65K
Beacon Investment Advisory Services, Inc. 0.00% Add +284.5% 769 $64K
Oakworth Capital, Inc. 0.00% No change 755 $63K
Founders Financial Alliance, LLC 0.01% Add +0.1% 730 $61K
Heritage Wealth Advisors 0.00% No change 695 $58K
Strategic Wealth Partners, Ltd. 0.00% Reduce -9.8% 693 $58K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 690 $57K
Portfolio Resources Advisor Group, Inc. 0.05% Reduce -86.2% 690 $57K
WPG Advisers, LLC 0.03% No change 675 $56K
Continuum Advisory, LLC 0.00% New 660 $55K
Crewe Advisors LLC 0.00% Add +82.3% 658 $55K
Realta Investment Advisors 0.02% Add +33.4% 651 $54K
Godfrey Financial Associates, Inc. 0.04% Reduce -35.5% 649 $54K
Barrett & Company, Inc. 0.02% New 648 $54K
Banque Cantonale Vaudoise 0.00% No change 629 $52K
Fiduciary Financial Advisors 0.01% New 617 $51K
Richards, Merrill & Peterson, Inc. 0.02% Add +542.1% 610 $51K
Financial Consulate, Inc. 0.01% Add +0.7% 607 $50K
Archer Investment Corp 0.01% Add +12.0% 596 $50K
Align Financial, LLC 0.02% No change 578 $48K
Tower View Wealth Management LLC 0.02% Add +0.7% 571 $47K
Harbor Investment Advisory, LLC 0.00% No change 555 $46K
Palouse Capital Management, Inc. 0.03% No change 548 $46K
Valley National Advisers Inc. 0.01% No change 545 $45K
Graney & King, LLC 0.02% Add +3.1% 538 $45K
Albion Financial Group 0.00% New 522 $43K
Adirondack Trust Co. 0.01% No change 515 $43K
Armor Investment Advisors, LLC 0.01% No change 513 $43K
Cambient Family Office, LLC 0.01% New 505 $42K
ESL Trust Services, LLC 0.01% New 502 $42K
Millstone Evans Group, LLC 0.02% No change 499 $41K
Anchor Investment Management, LLC 0.00% Reduce -67.5% 494 $41K
Ogorek Anthony Joseph /NY/ 0.01% No change 500 $41K
Pittenger & Anderson Inc. 0.00% No change 480 $40K
Davis Capital Management 0.02% No change 470 $39K
Keating Financial Advisory Services, Inc. 0.01% Reduce -10.3% 468 $39K
Nemes Rush Group LLC 0.00% Add +0.2% 466 $39K
StrongBox Wealth, LLC 0.01% New 457 $38K
Aventus Investment Advisors, Inc. 0.03% No change 457 $38K
Horizon Bancorp Inc. 0.02% No change 445 $37K
Smartleaf Asset Management LLC 0.00% No change 428 $36K
Founders Capital Management 0.02% Add +0.5% 429 $36K
United Community Bank 0.01% No change 420 $35K
Mascoma Wealth Management LLC 0.01% No change 415 $34K
Piscataqua Savings Bank 0.02% No change 405 $34K
Pursuit Wealth Strategies, LLC 0.04% No change 403 $33K
Physician Wealth Advisors, Inc. 0.00% Add +0.8% 401 $33K
Pacific Center for Financial Services 0.01% No change 398 $33K
MidFirst Bank 0.00% Add +26.1% 396 $33K
Key Financial Inc 0.01% Reduce -11.1% 392 $33K
Financial Management Professionals, Inc. 0.00% New 392 $33K
Coston, McIsaac & Partners 0.01% Add +0.3% 373 $31K
Indiana Trust & Investment Management Co 0.01% No change 362 $30K
Pacifica Partners Inc. 0.01% No change 345 $29K
Downshift Financial, LLC 0.01% New 352 $29K
Flagship Wealth Advisors, LLC 0.01% Reduce -11.1% 351 $29K
Operose Advisors LLC 0.01% No change 348 $29K
Farmers & Merchants Investments Inc. 0.00% Reduce -5.8% 338 $28K
Valley Wealth Managers, Inc. 0.00% No change 337 $28K
Phillips Financial Management, LLC 0.00% No change 330 $27K
Mather Group, Llc. 0.00% Add +9.3% 328 $27K
Ankerstar Wealth, LLC 0.02% Reduce -8.7% 325 $27K
Blueline Advisors LLC 0.02% New 325 $27K
NBH Bank 0.01% — 325 $27K
Bellevue Asset Management, LLC 0.01% No change 324 $27K
Biltmore Family Office, LLC 0.00% Add +6.7% 320 $27K
Centrica Wealth Management, LLC 0.02% — 309 $26K
Ascentis Wealth Management, LLC 0.00% No change 305 $25K
Rice Partnership, LLC 0.00% No change 302 $25K
Eastern Bank 0.00% Add +554.4% 301 $25K
Merrithew & Thorsten Inc 0.02% Add +0.7% 310 $25K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.01% Reduce -95.2% 300 $25K
Global Trust Asset Management, LLC 0.01% New 300 $25K
Strengthening Families & Communities, LLC 0.01% Add +0.7% 292 $24K
Concord Wealth Partners 0.00% New 289 $24K
GAMMA Investing LLC 0.00% Add +82.9% 289 $24K
BankChampaign, National Association 0.02% No change 288 $24K
1 North Wealth Services LLC 0.01% Add +54.4% 278 $23K
Tradewinds Capital Management, LLC 0.00% Reduce -2.5% 269 $22K
Capitol Family Office, Inc. 0.02% No change 269 $22K
Vermillion Wealth Management, Inc. 0.01% Add +58.8% 262 $22K
Johnson Financial Group, Inc. 0.00% Add +1.6% 258 $21K
Monetary Solutions, Ltd 0.02% No change 258 $21K
Community Financial Services Group, LLC 0.00% No change 250 $21K
Vanguard National Trust Co 0.00% No change 249 $21K
Salem Investment Counselors Inc. 0.00% No change 240 $20K
N.E.W. Advisory Services LLC 0.00% Add +0.4% 234 $19K
Bernard Wealth Management Corp. 0.01% No change 228 $19K
Sage Mountain Advisors LLC 0.00% No change 223 $19K
Westfuller Advisors, LLC 0.01% Add +0.5% 221 $18K
Eukles Asset Management 0.01% Add +2.8% 218 $18K
Peoples Financial Services Corp. 0.01% No change 216 $18K
Rialto Wealth Management, LLC 0.00% No change 210 $17K
Hantz Financial Services, Inc. 0.00% Add +144.6% 203 $17K
Southern Michigan Bank & Trust 0.01% No change 200 $17K
Advantage Trust Co 0.01% New 200 $17K
Evelyn Partners Group Ltd 0.00% — 200 $17K
First Command Advisory Services, Inc. 0.00% No change 200 $17K
Old Second National Bank of Aurora 0.00% No change 196 $16K
Register Financial Advisors LLC 0.01% No change 195 $16K
Friedenthal Financial 0.01% No change 194 $16K
Brown Brothers Harriman & Co. 0.00% No change 192 $16K
HHM Wealth Advisors, LLC 0.00% Add +6.7% 191 $16K
Delta Asset Management LLC 0.00% No change 191 $16K
Napier Financial, LLC 0.00% No change 190 $16K
POM Investment Strategies, LLC 0.02% No change 180 $15K
Colonial Trust Advisors 0.00% No change 180 $15K
Versant Capital Management, Inc 0.00% No change 175 $15K
Signature Equity Partners, LLC 0.01% Reduce -8.5% 173 $14K
Imprint Wealth LLC 0.05% No change 159 $13K
Cape Investment Advisory, Inc. 0.00% New 159 $13K
Vision Financial Markets LLC 0.01% No change 158 $13K
Brooklyn FI, LLC 0.00% New 150 $13K
Tiaa Trust, National Association 0.00% No change 149 $12K
Game Plan Financial Advisors, LLC 0.00% No change 140 $12K
Deutsche Bank AG 0.00% No change 135 $11K
First PREMIER Bank 0.00% No change 133 $11K
Webster Bank, N. A. 0.00% No change 121 $10K
Park Place Capital Corp 0.00% New 119 $10K
Townsend Asset Management Corp. /NC/ 0.00% Reduce -91.6% 105 $9K
Colonial Trust Co / SC 0.00% Reduce -90.9% 100 $8K
Consultiva Wealth Management, Corp. 0.02% No change 100 $8K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% Reduce -63.2% 100 $8K
True Wealth Design, LLC 0.00% Reduce -80.7% 100 $8K
Avion Wealth 0.00% No change 100 $8K
Smithfield Trust Co 0.00% Reduce -14.5% 100 $8K
New Republic Capital, LLC 0.00% No change 95 $8K
Synergy Investment Management, LLC 0.00% Reduce -32.6% 93 $8K
Parkside Financial Bank & Trust 0.00% No change 93 $8K
1015 Capital Partners, LLC 0.01% No change 90 $7K
Signature Resources Capital Management, LLC 0.00% Add +7.5% 86 $7K
Elevation Wealth Partners, LLC 0.00% No change 85 $7K
Arlington Trust Co LLC 0.00% New 85 $7K
JDM Financial Group LLC 0.00% No change 84 $7K
Gold Investment Management Ltd. 0.00% No change 84 $7K
Hilton Head Capital Partners, LLC 0.00% No change 79 $7K
XP Advisory US, Inc. 0.00% — 78 $6K
Gill Capital Partners, LLC 0.00% No change 78 $6K
Winch Advisory Services, LLC 0.00% No change 73 $6K
Sankala Group LLC 0.00% Reduce -23.6% 68 $6K
Stone House Investment Management, LLC 0.00% No change 69 $6K
Covestor Ltd 0.00% Add +132.0% 58 $5K
Quent Capital, LLC 0.00% New 60 $5K
Cardiff Park Advisors, LLC 0.00% No change 55 $5K
Vision Retirement, LLC 0.00% No change 54 $4K
Arvest Investments, Inc. 0.00% No change 51 $4K
Blume Capital Management, Inc. 0.00% No change 50 $4K
Activest Wealth Management 0.00% Reduce -97.6% 46 $4K
Cranbrook Wealth Management, LLC 0.00% Add +377.8% 43 $4K
Glassman Wealth Services 0.00% New 41 $3K
Rakuten Securities, Inc. 0.00% Reduce -64.6% 40 $3K
Investors Research Corp 0.00% No change 38 $3K
CNB Bank 0.00% No change 37 $3K
Pin Oak Investment Advisors Inc. 0.00% No change 41 $3K
Truvestments Capital LLC 0.00% Add +2.9% 36 $3K
Olistico Wealth, LLC 0.00% No change 35 $3K
Bell Investment Advisors, Inc 0.00% New 34 $3K
Evermay Wealth Management LLC 0.00% Reduce -56.6% 33 $3K
SJS Investment Consulting Inc. 0.00% No change 33 $3K
Markowski Investments 0.00% — 32 $3K
Capital Advisor Network LLC 0.00% No change 31 $3K
Family Manage LLC 0.00% No change 29 $2K
Richardson Capital Management LLC 0.00% No change 26 $2K
KERR FINANCIAL PLANNING Corp 0.00% No change 24 $2K
Aristotle Capital Management, LLC 0.00% New 24 $2K
Broadwater Capital Management LLC 0.00% No change 22 $2K
FAS Wealth Partners, Inc. 0.00% Add +185.7% 20 $2K
LifeSteps Financial, Inc. 0.00% New 20 $2K
Signaturefd, LLC 0.00% Reduce -98.5% 20 $2K
Kingdom Financial Group LLC. 0.00% New 19 $2K
Bogart Wealth, LLC 0.00% No change 19 $2K
Copia Wealth Management 0.00% No change 16 $1K
Aventura Private Wealth, LLC 0.00% No change 13 $1K
Financial Gravity Companies, Inc. 0.00% — 10 $831
Kelleher Financial Advisors 0.00% No change 7 $582
Evolution Wealth Management Inc. 0.00% New 6 $498
Mosley Wealth Management 0.00% New 6 $498
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -99.9% 4 $332
Cornerstone Planning Group LLC 0.00% Reduce -99.7% 1 $113
Blue Bell Private Wealth Management, LLC 0.00% No change 1 $83
Parallax Volatility Advisers, L.P. 0.00% Reduce -100.0% 1 $83
Beutel, Goodman & Co Ltd. 0.00% No change 10 $0
Centerpoint Advisors, 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.