St Sr Utl SL SE SPDR ETF-UsdXLUETF

13F holders, Q3 2024 (September 30)
1,301holders +106
185new positions
85sold out
9famous investors
$80.78avg. 13F price*

At the end of Q3 2024, 1,301 institutions reported holding St Sr Utl SL SE SPDR ETF-Usd (XLU) in their 13F filings, up 106 from Q2 2024. 185 opened new positions and 85 sold out. The largest holders were Morgan Stanley ($1.1B), Bank of America Corp. ($1.1B) and Goldman Sachs Group Inc. ($697.1M). 9 famous investors held it, including Paul Singer (1.1% of Elliott Investment Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
St Sr Utl SL SE SPDR ETF-Usd
Filed as
SELECT SECTOR SPDR TR (Q3 2024)
CUSIP
81369Y886
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions185$653.7M
Exits85$246.9M

All 13F filers, Q2 2024 → Q3 2024: 38,964,172 shares bought and 24,187,734 shares sold, net +14,776,438 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,301 holders

Morgan Stanley 0.08% Add +26.0% 13,934,519 $1.1B
Bank of America Corp. 0.09% Reduce -5.2% 13,410,491 $1.1B
Goldman Sachs Group Inc. 0.13% Add +12.9% 8,630,206 $697.1M
LPL Financial LLC 0.20% Add +14.2% 5,624,545 $454.4M
Bessemer Group Inc. 0.69% Add +182.0% 5,194,652 $419.6M
BNP Paribas Financial Markets 0.38% Reduce -32.6% 4,822,766 $389.6M
Menora Mivtachim Holdings LTD. 2.06% Add +526.1% 4,054,222 $327.5M
Harel Insurance Investments & Financial Services Ltd. 5.64% Add +0.1% 4,050,269 $327.2M
Envestnet Asset Management Inc. 0.10% Add +18.3% 3,790,778 $306.2M
Migdal Insurance & Financial Holdings Ltd. 4.56% Add +1054889.4% 3,492,015 $282.1M
Cibc World Market Inc. 0.62% Add +69.8% 3,431,337 $277.2M
Healthcare of Ontario Pension Plan Trust Fund 0.66% Add +6.4% 3,324,000 $268.5M
Royal Bank of Canada 0.06% Add +30.8% 3,301,323 $266.7M
UBS Group AG 0.06% Add +5.2% 2,705,265 $218.5M
Wells Fargo & Company 0.05% Reduce -1.6% 2,644,531 $213.6M
Barclays PLC 0.08% Reduce -27.8% 2,294,196 $185.3M
Factory Mutual Insurance Co. 1.89% Add +4.9% 2,257,300 $182.3M
Raymond James & Associates 0.10% Reduce -6.1% 2,120,778 $171.3M
Citigroup Inc. 0.15% Reduce -15.1% 1,935,199 $156.3M
Ameriprise Financial Inc. 0.04% Reduce -27.0% 1,769,926 $143.3M
Truist Financial Corp. 0.22% Add +0.5% 1,728,772 $139.7M
Saudi Central Bank 12.08% No change 1,549,733 $125.2M
Meitav Investment House Ltd. 2.10% Add +449.6% 1,548,858 $125.1M
Janney Montgomery Scott LLC 0.35% Reduce -8.9% 1,542,079 $124.6M
JPMorgan Chase & Co. 0.01% Reduce -48.8% 1,527,266 $123.4M
Elliott Investment Management 1.13% New 1,460,000 $117.9M
Citadel Advisors 0.12% Add +1906.1% 1,403,020 $113.3M
Toronto Dominion Bank 0.20% Reduce -8.7% 1,369,895 $110.7M
Clal Insurance Enterprises Holdings Ltd 0.95% Reduce -33.8% 1,323,900 $106.9M
WestEnd Advisors, LLC 2.45% Reduce -10.8% 1,235,953 $99.8M
Osaic Holdings, Inc. 0.19% Add +32.5% 1,024,658 $82.8M
Coldstream Capital Management Inc. 1.76% Add +76.7% 1,010,539 $81.6M
Millennium Management 0.07% Add +5103.2% 1,007,488 $81.4M
CHURCHILL MANAGEMENT Corp 0.89% Add +2.5% 964,251 $77.9M
Natixis 0.44% Reduce -47.5% 900,000 $72.7M
Cetera Investment Advisers 0.15% Add +13.1% 873,795 $70.6M
Stifel Financial Corp. 0.07% Add +32.0% 840,496 $67.9M
Manufacturers Life Insurance Company, The 0.06% New 837,302 $67.6M
Main Management Fund Advisors LLC 11.26% Add +8.4% 813,000 $65.7M
Raymond James Financial Services Advisors, Inc. 0.09% Reduce -5.5% 809,547 $65.4M
SG Americas Securities, LLC 0.24% Add +83.7% 767,778 $62.0M
Moss Adams Wealth Advisors LLC 6.14% New 694,364 $56.1M
Commonwealth Equity Services, LLC 0.09% Reduce -0.3% 693,713 $56.0M
Susquehanna International Group, LLP 0.10% Reduce -44.4% 685,079 $55.3M
First Financial Bankshares Inc 1.04% Reduce -0.7% 613,025 $49.5M
Cambridge Investment Research Advisors, Inc. 0.16% Add +48.9% 572,635 $46.3M
Maryland State Retirement & Pension System 0.96% No change 568,263 $45.9M
Signature Estate & Investment Advisors LLC 0.97% Add +11784.1% 520,403 $42.0M
Wolverine Trading, LLC 1.08% Reduce -3.8% 515,938 $41.5M
J.Safra Asset Management Corp 3.82% Add +2.3% 499,928 $40.2M
1832 Asset Management L.P. 0.07% Add +29.6% 493,263 $39.8M
Mizuho Bank, Ltd. 7.17% New 450,000 $36.4M
Mariner, LLC 0.06% Add +18.1% 444,213 $35.9M
Alps Advisors Inc. 0.24% Reduce -4.2% 442,043 $35.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.36% Reduce -27.1% 440,465 $35.6M
Thrivent Financial for Lutherans 0.07% Add +147.2% 438,216 $35.4M
Kingsview Wealth Management, LLC 0.73% Add +1894.8% 432,620 $34.9M
PGIM Custom Harvest LLC 0.70% Add +23.0% 427,029 $34.5M
Ensign Peak Advisors, Inc 0.06% Reduce -3.8% 420,900 $34.0M
US Bancorp \de 0.04% Reduce -1.3% 415,206 $33.5M
Victory Capital Management Inc. 0.03% Reduce -10.0% 392,127 $31.7M
Rational Advisors, Inc. 3.09% Add +43.7% 386,760 $31.2M
PNC Financial Services Group, Inc. 0.02% Reduce -0.5% 358,499 $29.0M
Steward Partners Investment Advisory, LLC 0.26% Add +184.8% 354,447 $28.6M
Private Advisor Group, LLC 0.18% Add +19.8% 352,019 $28.4M
Longbow Finance SA 2.99% Add +52.3% 347,223 $28.0M
Hilton Capital Management, LLC 2.16% Add +96.0% 344,873 $27.9M
Mirae Asset Global Investments Co., Ltd. 0.12% Add +1143.8% 341,540 $27.5M
Phoenix Financial Ltd. 0.40% Reduce -65.3% 336,363 $27.2M
Dynasty Wealth Management, LLC 0.81% New 332,051 $26.8M
HighTower Advisors, LLC 0.04% Add +15.4% 330,238 $26.7M
Baird Financial Group, Inc. 0.05% Add +19.4% 319,777 $25.8M
New Harbor Financial Group, LLC 7.39% Add +7.0% 317,871 $25.7M
Agf Management Ltd. 0.13% Add +100.4% 303,504 $24.5M
Assetmark, Inc. 0.07% Reduce -9.4% 303,304 $24.5M
Bank of Montreal 0.01% Reduce -90.6% 300,502 $24.2M
Exchange Traded Concepts, LLC 0.56% Reduce -13.6% 291,373 $23.5M
Community Trust & Investment Co. 1.49% Add +0.7% 290,731 $23.5M
MML Investors Services, LLC 0.08% Add +57.9% 287,576 $23.2M
Flagship Harbor Advisors, LLC 1.26% Reduce -5.5% 283,575 $22.9M
Northern Trust Corp. 0.00% Reduce -0.0% 278,495 $22.5M
Dark Forest Capital Management LP 2.87% New 278,046 $22.5M
McElhenny Sheffield Capital Management, LLC 7.36% New 277,655 $22.4M
DRW Securities, LLC 1.19% Add +3723.1% 266,696 $21.5M
WINTON GROUP Ltd 1.50% Add +12.1% 264,259 $21.3M
Lido Advisors, LLC 0.16% Add +1211.1% 260,366 $21.0M
GTS Securities LLC 0.41% Reduce -16.4% 255,108 $20.6M
Janney Capital Management LLC 1.38% Reduce -3.8% 253,121 $20.4M
Meiji Yasuda Life Insurance Co 0.37% Add +4.3% 249,613 $20.2M
Gateway Advisory, LLC 3.25% Add +3.6% 249,500 $20.2M
D. E. Shaw & Co. 0.03% Reduce -81.9% 240,852 $19.5M
Pathstone Holdings, LLC 0.09% Reduce -0.1% 238,924 $19.3M
Main Management LLC 1.56% Reduce -1.0% 234,400 $18.9M
HSBC Holdings PLC 0.01% Add +11.3% 227,537 $18.4M
Cwm, LLC 0.08% Add +12.7% 224,320 $18.1M
Marex Group Ltd 0.40% New 219,354 $17.7M
Cornerstone Capital, Inc. 1.60% Add +0.2% 212,491 $17.2M
Captrust Financial Advisors 0.05% Add +196.5% 211,690 $17.1M
Qube Research & Technologies Ltd 0.03% Reduce -48.7% 211,643 $17.1M
D. Scott Neal, Inc. 8.94% New 209,208 $16.9M
Advisory Alpha, LLC 0.60% Add +43.9% 208,688 $16.9M
Fortis Group Advisors, LLC 3.10% Add +103.1% 207,609 $16.8M
Rockport Wealth LLC 4.38% Add +14.9% 203,142 $16.4M
WNY Asset Management, LLC 1.90% Reduce -3.8% 200,984 $16.2M
Aptus Capital Advisors, LLC 0.25% Add +2655.4% 199,796 $16.1M
Schroder Investment Management Group 0.02% New 200,000 $16.1M
Graham Capital Management, L.P. 0.86% Add +2384.1% 198,725 $16.1M
First Financial Bank - Trust Division 1.47% Reduce -0.1% 198,031 $16.0M
Greenwood Gearhart LLC 1.33% Add +10.0% 197,491 $16.0M
Wealth Enhancement Advisory Services, LLC 0.03% Add +6.3% 190,769 $15.4M
Camarda Financial Advisors, LLC 5.64% Add +3.2% 186,520 $15.1M
Walleye Capital LLC 0.18% Reduce -9.9% 185,589 $15.0M
Passaic Partners LLC 2.24% New 185,482 $15.0M
Marks Wealth, LLC 6.32% New 182,258 $14.7M
Hudson Bay Capital Management LP 0.12% Reduce -23.3% 181,000 $14.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% New 181,000 $14.6M
Asset Management One Co., Ltd. 0.05% New 179,712 $14.5M
Atria Wealth Solutions, Inc. 0.15% Add +15.0% 175,094 $14.1M
Renaissance Technologies 0.02% Add +2201.3% 174,900 $14.1M
Kestra Advisory Services, LLC 0.08% Add +18.9% 174,077 $14.1M
Vaughan David Investments LLC 0.32% Reduce -0.4% 173,501 $14.0M
Equitable Holdings, Inc. 0.14% Add +28.0% 173,184 $14.0M
Westwood Holdings Group Inc. 0.11% Add +2.6% 172,080 $13.9M
Corient Private Wealth LP 0.02% Add +1.3% 171,631 $13.9M
Trust Asset Management LLC 1.09% No change 169,157 $13.7M
Concurrent Investment Advisors, LLC 0.40% Add +6.8% 168,640 $13.6M
B. Riley Wealth Advisors, Inc. 0.38% Add +40.0% 166,168 $13.5M
Nissay Asset Management Corp. /Japan 0.08% No change 160,615 $13.0M
Balyasny Asset Management L.P. 0.03% Reduce -72.7% 160,484 $13.0M
Swan Global Investments, LLC 0.62% Reduce -10.0% 159,272 $12.9M
Onyx Bridge Wealth Group LLC 1.92% New 157,818 $12.7M
Wealth Advisors of Iowa, LLC 6.37% New 154,795 $12.5M
German American Bancorp, Inc. 1.31% Add +7.4% 153,610 $12.4M
Redhawk Wealth Advisors, Inc. 1.77% New 153,541 $12.4M
Biltmore Wealth Management, LLC 5.09% Reduce -5.9% 153,399 $12.4M
Prudent Investors Network, Inc. 3.76% Add +13.3% 151,706 $12.3M
Prime Capital Investment Advisors, LLC 0.17% Reduce -0.9% 151,672 $12.3M
Mirae Asset Securities (usa) Inc. 0.70% Reduce -80.0% 150,024 $12.1M
Full Sail Capital, LLC 0.77% Reduce -0.6% 148,909 $12.0M
PFG Advisors 0.75% Add +351.0% 147,529 $11.9M
International Assets Investment Management, LLC 0.96% Add +1236.7% 129,516 $11.9M
Orion Porfolio Solutions, LLC 0.12% Add +15.5% 146,148 $11.8M
Orion Portfolio Solutions, LLC 0.12% Add +15.5% 146,148 $11.8M
Rockefeller Capital Management L.P. 0.03% Add +11.0% 145,327 $11.7M
Estate Counselors, LLC 1.19% Reduce -0.3% 141,660 $11.4M
Tudor Investment Corporation 0.12% Reduce -66.8% 140,857 $11.4M
Summit Trail Advisors, LLC 0.27% Add +445.1% 136,952 $11.1M
Bank of Nova Scotia 0.02% Add +504.6% 131,791 $10.6M
BlackRock, Inc. 0.00% — 129,760 $10.5M
State of Tennessee, Department of Treasury 0.04% Add +102.1% 127,725 $10.3M
Atria Investments, Inc 0.13% Add +1.0% 127,482 $10.3M
Bedell Frazier Investment Counselling, LLC 2.43% Add +1.6% 126,077 $10.2M
Virtu Financial LLC 0.56% New 125,243 $10.1M
MAI Capital Management 0.10% Add +6.7% 124,720 $10.1M
Prudential Financial Inc. 0.01% Reduce -3.0% 123,526 $10.0M
Clarity Financial LLC 1.17% Add +2.8% 123,512 $10.0M
KCM Investment Advisors LLC 0.33% Add +12.9% 121,129 $9.8M
TCV Trust & Wealth Management, Inc. 0.87% Add +1.2% 120,829 $9.8M
Forte Capital LLC 1.10% Add +2.2% 120,170 $9.7M
Fifth Third Securities, Inc. 0.91% Reduce -2.9% 118,891 $9.6M
Dynamic Advisor Solutions LLC 0.28% Add +9.0% 115,876 $9.4M
J.W. Cole Advisors, Inc. 0.39% Add +2.4% 115,868 $9.4M
NewEdge Advisors, LLC 0.06% Add +3.5% 115,321 $9.3M
MYDA Advisors LLC 2.66% Reduce -35.4% 115,000 $9.3M
Avalon Capital Management 2.79% Add +8.1% 113,882 $9.2M
NorthCoast Asset Management LLC 0.06% Add +9.0% 111,680 $9.0M
Peapack Gladstone Financial Corp. 0.13% Add +4.2% 111,140 $9.0M
Sanctuary Advisors, LLC 0.06% Reduce -16.0% 108,419 $8.8M
Kwmg, LLC 0.88% Add +0.2% 107,903 $8.7M
Spirepoint Private Client, LLC 1.14% Add +18.4% 106,995 $8.6M
Advisory Services Network, LLC 0.18% No change 126,496 $8.6M
U.S. Capital Wealth Advisors, LLC 0.30% Add +3.9% 105,815 $8.5M
Meritage Portfolio Management 0.52% Reduce -1.7% 104,833 $8.5M
Cerity Partners LLC 0.02% Add +58.5% 103,875 $8.4M
Rothschild Capital Partners, LLC 2.34% Reduce -13.0% 103,838 $8.4M
First Interstate Bank 0.51% Add +1.8% 103,426 $8.4M
Integrated Wealth Concepts LLC 0.10% Reduce -1.7% 103,156 $8.3M
Capital Investment Advisors, LLC 0.17% Reduce -2.3% 102,642 $8.3M
Dakota Wealth Management 0.19% Reduce -2.4% 102,586 $8.3M
AE Wealth Management LLC 0.08% Add +401.9% 102,502 $8.3M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.2% 100,412 $8.1M
Armstrong Advisory Group, Inc. 0.66% Reduce -13.5% 99,071 $8.0M
Accurate Wealth Management, LLC 1.58% Reduce -17.1% 97,752 $7.9M
Hollow Brook Wealth Management LLC 2.31% Reduce -0.1% 96,354 $7.8M
Krilogy Financial LLC 0.54% Add +0.5% 96,294 $7.8M
Sourcerock Group LLC 0.62% No change 94,255 $7.6M
Boothbay Fund Management, LLC 0.25% Reduce -1.1% 94,255 $7.6M
Fischer Investment Strategies, LLC 6.50% New 93,410 $7.5M
Benjamin Edwards Inc. 0.11% Add +910.2% 92,874 $7.5M
Twin Focus Capital Partners, LLC 1.18% Add +23.7% 92,671 $7.5M
Sigma Planning Corp 0.23% Reduce -0.9% 92,584 $7.5M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.62% No change 92,314 $7.5M
Sumitomo Mitsui Financial Group, Inc. 0.17% Reduce -5.8% 91,933 $7.4M
Independent Financial Group, LLC 0.27% Add +26.1% 90,715 $7.3M
Power Wealth Management LLC 3.13% Add +7.6% 90,606 $7.3M
Nottingham Advisors, Inc. 0.80% Add +16.8% 90,110 $7.3M
DAVENPORT & Co LLC 0.04% Reduce -7.7% 90,071 $7.3M
Virtue Capital Management, LLC 1.43% Add +213.6% 88,355 $7.1M
Edgewood Management LLC 0.02% No change 88,286 $7.1M
Trek Financial, LLC 0.53% Add +3.5% 87,801 $7.1M
Robertson Stephens Wealth Management, LLC 0.26% Add +384.5% 87,432 $7.1M
Csenge Advisory Group 0.37% Add +3.4% 88,964 $7.1M
Adapt Wealth Advisors, LLC 3.71% Add +8.8% 85,784 $6.9M
Pineridge Advisors LLC 2.62% Add +31.1% 85,753 $6.9M
Morton Community Bank 1.80% Reduce -1.2% 85,327 $6.9M
Beacon Pointe Advisors, LLC 0.08% Reduce -6.7% 84,706 $6.8M
Vectors Research Management, LLC 2.03% Reduce -2.8% 83,037 $6.7M
Dupont Capital Management Corp. 0.56% New 82,891 $6.7M
Comerica Bank 0.03% Add +14.1% 81,967 $6.6M
Clark Capital Management Group, Inc. 0.05% New 81,833 $6.6M
Oak Harvest Investment Services 0.93% Reduce -35.4% 79,874 $6.5M
Jane Street Group, LLC 0.01% Add +15.1% 79,827 $6.4M
AQR Capital Management 0.01% Add +21.1% 79,745 $6.4M
Concentric Capital Strategies, LP 0.41% Add +10.6% 79,668 $6.4M
RFG Advisory, LLC 0.20% Add +118.2% 79,642 $6.4M
Riggs Asset Managment Co. Inc. 1.74% Add +0.0% 78,896 $6.4M
Vista Finance, LLC 8.55% Add +0.3% 78,174 $6.3M
Graypoint LLC 0.40% Reduce -3.0% 77,517 $6.3M
Gladstone Institutional Advisory LLC 0.30% Reduce -36.8% 77,139 $6.2M
Strategic Wealth Investment Group, LLC 0.67% New 76,491 $6.2M
Silvercrest Asset Management Group LLC 0.04% Reduce -94.7% 77,001 $6.2M
Bar Harbor Wealth Management 0.39% Add +0.1% 76,344 $6.2M
TD Waterhouse Canada Inc. 0.05% Add +98.4% 74,949 $6.1M
IHT Wealth Management, LLC 0.17% Reduce -22.8% 75,453 $6.1M
Spire Wealth Management 0.20% Reduce -3.4% 73,956 $6.0M
Brookstone Capital Management 0.09% Add +207.9% 73,863 $6.0M
Perkins Coie Trust Co 1.31% Reduce -0.2% 73,109 $5.9M
Regal Investment Advisors LLC 0.41% Add +41.9% 72,888 $5.9M
Creative Planning 0.01% Add +3.5% 72,277 $5.8M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -9.5% 71,360 $5.8M
Primoris Wealth Advisors, LLC 4.08% Add +22.5% 69,496 $5.6M
Private Wealth Advisors, LLC 2.28% Add +42.9% 68,816 $5.6M
HTLF Bank 0.60% Reduce -3.0% 68,856 $5.6M
Trilogy Capital Inc. 0.28% Reduce -23.5% 68,767 $5.6M
CIBC Private Wealth Group LLC 0.01% Reduce -2.7% 68,472 $5.5M
Brave Asset Management Inc. 1.35% Add +1.4% 67,243 $5.4M
Prospera Financial Services Inc 0.14% Add +48.9% 66,562 $5.4M
Hilltop Holdings Inc. 0.35% Add +261.6% 66,530 $5.4M
Diversify Advisory Services, LLC 0.29% Reduce -78.1% 65,630 $5.3M
Vickerman Investment Advisors, Inc. 1.57% Add +0.7% 65,963 $5.3M
Chemung Canal Trust Co. 1.08% Reduce -16.5% 65,903 $5.3M
Granby Capital Management, LLC 2.72% No change 65,000 $5.3M
Cornerstone Wealth Group, LLC 0.44% Reduce -51.0% 64,991 $5.2M
Martin & Co. Inc. 1.23% Reduce -0.4% 64,849 $5.2M
Tidal Investments LLC 0.06% New 64,664 $5.2M
Allworth Financial LP 0.03% Reduce -0.7% 64,317 $5.2M
Meridian Investment Counsel Inc. 1.55% Add +17.2% 63,463 $5.1M
Mgo One Seven LLC 0.22% Reduce -25.3% 63,346 $5.1M
Toth Financial Advisory Corp. 0.60% Add +46.2% 63,114 $5.1M
Waterloo Capital, L.P. 0.55% New 62,519 $5.1M
Monument Capital Management 1.39% New 62,396 $5.0M
Freestone Capital Holdings, LLC 0.17% Add +0.4% 62,313 $5.0M
Geneos Wealth Management Inc. 0.19% Add +5.6% 62,262 $5.0M
Snowden Capital Advisors LLC 0.15% Add +9.6% 62,183 $5.0M
Tiaa Trust, National Association 0.01% Add +276.3% 61,647 $5.0M
Sound View Wealth Advisors Group, LLC 0.41% Add +70.4% 61,643 $5.0M
Courier Capital LLC 0.34% Add +560.6% 61,637 $5.0M
IFP Advisors, Inc 0.18% Add +37.8% 61,373 $5.0M
Oppenheimer & Co. Inc. 0.07% Add +345.0% 60,590 $4.9M
Avantax Advisory Services, Inc. 0.03% Reduce -19.5% 60,454 $4.9M
BBJS Financial Advisors, LLC 1.74% Add +0.8% 60,341 $4.9M
Ocean Park Asset Management, LLC 0.21% New 60,174 $4.9M
Algorithmic Investment Models, LLC 3.56% Reduce -4.8% 59,945 $4.8M
Second Half Financial Partners, LLC 2.53% Reduce -40.6% 59,202 $4.8M
Theory Financial LLC 2.10% Add +40.9% 59,631 $4.8M
New Millennium Group LLC 3.07% Reduce -20.9% 58,773 $4.7M
Omnia Family Wealth, LLC 2.03% Reduce -0.9% 58,586 $4.7M
IFG Advisory, LLC 0.30% Add +16.9% 58,381 $4.7M
Centaurus Financial, Inc. 0.30% Add +12.8% 58,377 $4.7M
Key Client Fiduciary Advisors, LLC 2.13% Reduce -0.4% 57,942 $4.7M
GPS Wealth Strategies Group, LLC 0.62% Add +3823.1% 57,160 $4.6M
Crabel Capital Management, LLC 3.23% Add +909.0% 56,794 $4.6M
Blair William & Co. 0.01% Add +14.8% 56,146 $4.5M
Penserra Capital Management LLC 0.10% Add +48409.6% 55,786 $4.5M
Brevan Howard Capital Management LP 0.22% Reduce -65.0% 55,578 $4.5M
D.A. Davidson & Co. 0.04% Add +35.9% 55,433 $4.5M
Appleton Partners Inc. 0.32% Add +1.1% 54,512 $4.4M
Avitas Wealth Management LLC 0.62% Add +0.9% 54,411 $4.4M
&partners 0.08% Add +767.5% 53,800 $4.3M
Synovus Financial Corp. 0.05% Add +92.9% 53,662 $4.3M
Exencial Wealth Advisors, LLC 0.16% Reduce -6.5% 53,456 $4.3M
Cadent Capital Advisors, LLC 1.46% Add +26.7% 53,113 $4.3M
Stableford Capital II LLC 1.69% Reduce -14.1% 53,450 $4.2M
Denver Wealth Management, Inc. 1.95% Reduce -1.4% 52,169 $4.2M
Valence8 US LP 1.83% Reduce -6.6% 51,940 $4.2M
Amica Mutual Insurance Co. 0.41% No change 51,924 $4.2M
Turtle Creek Wealth Advisors, LLC 0.84% Add +4925.6% 51,915 $4.2M
Fifth Third Bancorp 0.02% Add +0.1% 51,750 $4.2M
One Wealth Map LLC 2.46% Add +0.5% 51,857 $4.2M
Berger Financial Group, Inc 0.30% Reduce -2.9% 51,565 $4.2M
Roundview Capital LLC 0.30% Add +1.3% 51,302 $4.1M
CENTRAL TRUST Co 0.10% Add +10.6% 51,073 $4.1M
Legacy Private Trust Co. 0.28% Reduce -0.3% 50,818 $4.1M
Paragon Financial Partners, Inc. 3.00% Add +5.5% 50,685 $4.1M
Sabal Trust CO 0.22% Add +9.8% 50,650 $4.1M
Wealth Quarterback LLC 2.13% Add +2.5% 50,609 $4.1M
Asset Allocation Strategies LLC 1.15% Reduce -21.3% 50,213 $4.1M
HCR Wealth Advisors 0.53% Add +2.6% 50,149 $4.1M
Rivernorth Capital Management, LLC 0.20% Add +54.7% 50,000 $4.0M
Waycross Investment Management Co 3.70% Add +4.1% 49,792 $4.0M
EP Wealth Advisors, LLC 0.03% Add +1.6% 49,638 $4.0M
Harrell Investment Partners, LLC 1.13% Add +4.6% 49,292 $4.0M
Ayalon Insurance Comp Ltd. 1.24% Add +82.2% 49,163 $4.0M
Measured Wealth Private Client Group, LLC 1.32% Add +93.2% 48,743 $3.9M
Bray Capital Advisors 0.95% Reduce -3.2% 48,000 $3.9M
MIdWestOne Financial Group, Inc. 0.53% Add +54.9% 47,466 $3.8M
Fiduciary Group, LLC 0.39% Reduce -1.6% 47,390 $3.8M
AlphaMark Advisors, LLC 1.32% Reduce -2.7% 47,326 $3.8M
Innealta Capital, LLC 1.55% Add +64.8% 47,170 $3.8M
Cranbrook Wealth Management, LLC 0.85% Reduce -3.3% 46,304 $3.7M
Kestra Private Wealth Services, LLC 0.07% Add +1.2% 46,227 $3.7M
Morningstar Investment Management LLC 0.37% Reduce -85.3% 46,395 $3.7M
Caxton Associates LP 0.17% New 46,000 $3.7M
Moulton Wealth Management, Inc. 3.09% Add +244.5% 45,563 $3.7M
Wedbush Securities Inc. 0.14% Reduce -2.1% 45,591 $3.7M
Foundations Investment Advisors, LLC 0.08% Add +3.0% 45,247 $3.7M
Perigon Wealth Management, LLC 0.10% Add +1.2% 45,054 $3.6M
Apriem Advisors 0.42% No change 45,050 $3.6M
Northstar Advisory Group, LLC 1.89% Reduce -31.3% 45,002 $3.6M
Park Avenue Securities LLC 0.04% Add +70.2% 44,833 $3.6M
CoreCap Advisors, LLC 0.17% Reduce -17.5% 44,797 $3.6M
S. R. Schill & Associates 2.55% New 44,540 $3.6M
City Center Advisors, LLC 3.99% Add +207.5% 44,386 $3.6M
Hamel Associates, Inc. 1.09% Add +0.8% 44,105 $3.6M
Ellis Investment Partners, LLC 0.69% Add +2.6% 43,920 $3.5M
Great Valley Advisor Group, Inc. 0.09% Add +286.3% 43,760 $3.5M
IMZ Advisory Inc 1.63% Add +39.4% 43,398 $3.5M
Jones Financial Companies LLLP 0.00% Add +71.6% 43,635 $3.5M
Forbes J M & Co. LLP 0.34% No change 43,342 $3.5M
GAMCO Investors 0.04% Add +3.3% 43,233 $3.5M
Centurion Wealth Management LLC 1.11% — 43,163 $3.5M
Trust Co. of Oklahoma 1.13% Add +0.9% 43,009 $3.5M
Envestnet Portfolio Solutions, Inc. 0.01% Add +33.2% 42,654 $3.4M
Mutual Advisors, LLC 0.10% Reduce -31.6% 41,761 $3.4M
Provident Co of the Employees of the Hebrew University LTD 3.81% No change 41,863 $3.4M
Ashton Thomas Private Wealth, LLC 0.18% Add +51.2% 41,706 $3.4M
Waverly Advisors, LLC 0.06% Reduce -0.8% 40,561 $3.3M
NBT Bank, N.A. 0.22% Reduce -1.9% 40,488 $3.3M
Alerus Financial NA 0.24% Add +51.0% 40,479 $3.3M
Harbour Investments, Inc. 0.10% Add +20.2% 40,085 $3.2M
Signify Wealth 3.94% New 39,853 $3.2M
Summit Financial, LLC 0.13% Add +127.9% 39,838 $3.2M
Associated Banc-Corp 0.09% Add +0.1% 39,666 $3.2M
Investment Partners, LTD. 1.30% Reduce -0.8% 38,795 $3.1M
MV Capital Management, Inc. 0.33% Reduce -2.7% 38,749 $3.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +34.0% 38,728 $3.1M
Banco BTG Pactual S.A. 0.81% Reduce -33.3% 38,704 $3.1M
Raymond James Trust N.A. 0.07% Add +4.5% 38,453 $3.1M
Wayfinding Financial, LLC 2.30% Reduce -4.5% 38,337 $3.1M
WBH Advisory Inc. 0.29% Add +1.4% 38,201 $3.1M
First Merchants Corp. 0.12% Reduce -0.3% 38,174 $3.1M
Heritage Wealth Advisors 0.14% Add +215.7% 38,011 $3.1M
Keybank National Association 0.01% Reduce -11.2% 37,825 $3.1M
Providence First Trust Co 1.30% Add +2.9% 37,786 $3.1M
Sandy Spring Bank 0.13% Reduce -48.2% 37,765 $3.1M
M&T Bank Corp 0.01% Add +47.9% 37,511 $3.0M
Koa Wealth Management, LLC 2.34% Reduce -4.1% 37,512 $3.0M
Global Retirement Partners, LLC 0.09% Reduce -21.9% 37,435 $3.0M
Farmers & Merchants Trust Co of Chambersburg PA 1.16% Add +2.3% 37,223 $3.0M
Greenwood Capital Associates LLC 0.39% Add +1.3% 37,190 $3.0M
FMR LLC 0.00% Reduce -11.6% 37,162 $3.0M
LCM Capital Management Inc 1.73% Add +2.4% 37,143 $3.0M
Centric Wealth Management 0.80% Add +394.6% 38,596 $3.0M
Old National Bancorp 0.07% Reduce -6.5% 36,946 $3.0M
Montag A & Associates Inc. 0.14% Add +14.1% 36,483 $2.9M
Atlas Capital Advisors Inc. 0.45% Add +19.6% 36,350 $2.9M
Marshall Wace, LLP 0.00% Reduce -61.3% 36,239 $2.9M
Provida Pension Fund Administrator 0.06% No change 36,049 $2.9M
Cim Investment Management Inc. 0.86% Reduce -1.8% 35,832 $2.9M
Silverleafe Capital Partners, LLC 1.02% Add +1.4% 35,702 $2.9M
Glenmede Trust Co. NA 0.01% Add +2.5% 35,689 $2.9M
Winthrop Capital Management, LLC 1.36% Add +2.3% 35,375 $2.9M
Spectrum Asset Management, Inc. (NB/CA) 1.20% Reduce -1.2% 35,255 $2.8M
Collaborative Wealth Managment Inc. 1.28% Reduce -4.4% 35,078 $2.8M
SYM FINANCIAL Corp 0.38% New 35,000 $2.8M
Credit Agricole S A 0.01% Reduce -93.3% 34,643 $2.8M
St Germain D J Co. Inc. 0.13% Add +0.5% 34,617 $2.8M
SeaCrest Wealth Management, LLC 0.30% Add +392.3% 34,605 $2.8M
World Investment Advisors 0.09% Add +37.2% 34,547 $2.8M
Axxcess Wealth Management, LLC 0.07% Add +11.5% 34,444 $2.8M
Cary Street Partners Investment Advisory LLC 0.10% Reduce -0.7% 34,333 $2.8M
Private Capital Management, LLC 0.30% Reduce -20.5% 34,208 $2.8M
TAP Consulting, LLC 0.54% Reduce -4.0% 34,204 $2.8M
TRUE Private Wealth Advisors 0.33% Reduce -24.4% 34,059 $2.8M
American Assets Investment Management, LLC 0.24% No change 34,000 $2.7M
PFG Investments, LLC 0.18% Add +6.3% 33,945 $2.7M
Simmons Bank 0.20% Add +0.5% 33,771 $2.7M
Cordatus Wealth Management LLC 0.97% Add +1.5% 33,551 $2.7M
Huntington National Bank 0.03% Reduce -2.3% 33,275 $2.7M
West Financial Advisors, LLC 0.52% New 33,174 $2.7M
Pinnacle Financial Partners Inc 0.05% Reduce -0.9% 32,990 $2.7M
Howard Capital Management Group, LLC 0.18% Add +58.6% 32,602 $2.6M
Occidental Asset Management, LLC 0.42% New 32,502 $2.6M
D L Carlson Investment Group Inc. 0.47% Reduce -21.8% 32,379 $2.6M
Maven Securities LTD 0.30% New 32,325 $2.6M
Capstone Investment Advisors, LLC 0.09% New 32,243 $2.6M
First Heartland Consultants, Inc. 0.28% New 31,944 $2.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.65% No change 31,804 $2.6M
Focus Partners Wealth 0.01% Reduce -77.3% 31,378 $2.5M
Cavalier Investments, LLC 0.77% New 31,094 $2.5M
Park Edge Advisors, LLC 0.72% New 31,049 $2.5M
Mercer Global Advisors Inc. 0.01% Reduce -4.3% 30,829 $2.5M
Channel Wealth LLC 0.82% Add +316.9% 30,900 $2.5M
Wilson & Boucher Capital Management, LLC 1.72% Reduce -0.5% 30,820 $2.5M
New Wave Wealth Advisors LLC 1.15% Add +70.6% 30,799 $2.5M
Heritage Oak Wealth Advisors LLC 1.15% Add +829.1% 30,799 $2.5M
Wealthcare Advisory Partners LLC 0.07% Add +70.5% 30,752 $2.5M
Aventail Capital Group, LP 0.15% New 30,661 $2.5M
Pallas Capital Advisors LLC 0.11% Reduce -6.2% 30,211 $2.5M
Canton Hathaway, LLC 0.61% Add +3.6% 30,453 $2.5M
Spectrum Wealth Counsel, LLC 0.29% Add +2654.3% 30,408 $2.5M
Integrated Advisors Network LLC 0.12% Add +109.0% 30,062 $2.4M
StoneX Group Inc. 0.18% Add +96.0% 30,010 $2.4M
Cresset Asset Management, LLC 0.01% Reduce -6.0% 29,668 $2.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.20% Add +239.2% 29,625 $2.4M
Valmark Advisers, Inc. 0.04% Add +117.4% 29,544 $2.4M
Sage Capital Advisors,llc 0.62% Add +0.5% 29,541 $2.4M
Modera Wealth Management, LLC 0.03% Add +0.7% 29,517 $2.4M
Zullo Investment Group, Inc. 0.99% Add +0.3% 29,434 $2.4M
SMART Wealth LLC 0.93% Add +55.9% 29,434 $2.4M
Smith Thornton Advisors LLC 1.53% Add +13.9% 28,771 $2.3M
Signal Advisors Wealth, LLC 0.33% New 28,459 $2.3M
Ameritas Advisory Services, LLC 0.10% Reduce -22.3% 28,456 $2.3M
LM Advisors LLC 0.47% Reduce -11.6% 29,782 $2.3M
Prosperity Consulting Group, LLC 0.18% New 28,378 $2.3M
Callan Capital, LLC 0.16% Reduce -2.5% 28,162 $2.3M
CX Institutional 0.10% Add +11.4% 28,081 $2.3M
Butensky & Cohen Financial Security, Inc. 0.67% Reduce -2.6% 28,042 $2.3M
Everstar Asset Management, LLC 1.55% — 28,005 $2.3M
Commerce Bank 0.01% Add +7.7% 27,910 $2.3M
Cibc World Markets Corp. 0.02% Add +26.0% 27,854 $2.3M
Focus Financial Network, Inc. 0.09% Add +12.3% 27,852 $2.2M
Patten & Patten Inc. 0.15% Add +4.0% 27,727 $2.2M
Clearbridge Investments, LLC 0.00% No change 27,392 $2.2M
Shepherd Financial Partners LLC 0.27% Add +1.8% 27,375 $2.2M
Fox Hill Wealth Management 1.22% Add +37.7% 27,356 $2.2M
Choate Investment Advisors 0.06% Reduce -0.7% 26,800 $2.2M
AMG National Trust Bank 0.06% Reduce -26.1% 26,790 $2.2M
Kraft, Davis & Associates, LLC 0.64% Add +0.5% 27,007 $2.2M
Edgestream Partners, L.P. 0.09% Reduce -16.5% 26,659 $2.2M
Foguth Wealth Management, LLC. 0.78% Reduce -7.6% 27,070 $2.2M
Syon Capital LLC 0.19% Reduce -4.5% 26,396 $2.1M
Laurel Wealth Advisors LLC 0.34% Add +4.3% 26,111 $2.1M
Lake Hills Wealth Management, LLC 1.41% New 26,022 $2.1M
Beck Bode, LLC 0.39% New 25,947 $2.1M
Freedom Investment Management, Inc. 0.17% Reduce -4.2% 25,873 $2.1M
Transcend Capital Advisors, LLC 0.14% Reduce -4.8% 25,748 $2.1M
Koshinski Asset Management, Inc. 0.18% Add +9.1% 25,595 $2.1M
Bank of New York Mellon Corp 0.00% Add +14.2% 25,495 $2.1M
Ranch Capital Advisors Inc. 0.96% Add +23.0% 25,146 $2.0M
National Bank of Canada 0.00% Reduce -15.6% 25,038 $2.0M
JSF Financial, LLC 0.59% Add +10.4% 25,014 $2.0M
Parkside Investments, LLC 0.30% Reduce -16.7% 25,000 $2.0M
Mechanics Bank Trust Department 0.27% Reduce -2.1% 24,963 $2.0M
Lionsbridge Wealth Management LLC 1.58% Reduce -1.4% 24,763 $2.0M
Premier Path Wealth Partners, LLC 0.31% Add +7.4% 24,576 $2.0M
Fortem Financial Group, LLC 0.80% New 24,467 $2.0M
WESPAC Advisors SoCal, LLC 0.46% Add +34.3% 24,373 $2.0M
Johnson Investment Counsel Inc. 0.02% Add +3.4% 24,168 $2.0M
WESPAC Advisors, LLC 1.44% New 24,145 $2.0M
Verition Fund Management LLC 0.01% Reduce -40.7% 24,028 $1.9M
Securian Asset Management, Inc. 0.06% No change 24,000 $1.9M
Private Trust Co. NA 0.19% Add +9.8% 23,883 $1.9M
Woodmont Investment Counsel LLC 0.14% Add +3.3% 23,835 $1.9M
Interactive Financial Advisors, Inc. 0.99% Add +0.5% 23,779 $1.9M
Intrepid Financial Planning Group LLC 0.82% Reduce -0.9% 23,736 $1.9M
Capital Investment Advisory Services, LLC 0.18% Add +7.3% 23,436 $1.9M
Sendero Wealth Management, LLC 0.30% No change 23,375 $1.9M
TrinityPoint Wealth, LLC 0.27% Reduce -8.0% 23,261 $1.9M
Sowell Financial Services LLC 0.09% Add +66.7% 23,164 $1.9M
Ironsides Asset Advisors, LLC 0.54% Add +27.7% 23,160 $1.9M
Financial Partners Group, LLC 0.70% New 23,112 $1.9M
Kercheville Advisors, LLC 0.78% Add +21.8% 22,900 $1.8M
Performance Wealth Partners, LLC 0.06% Reduce -5.8% 22,826 $1.8M
Accretive Wealth Partners, LLC 0.77% Reduce -0.7% 22,795 $1.8M
Franklin Street Advisors Inc. 0.12% No change 22,754 $1.8M
Symmetry Partners, LLC 0.43% New 22,705 $1.8M
RPg Family Wealth Advisory, LLC 0.59% Reduce -2.5% 22,475 $1.8M
Orange Investment Advisors, Inc. 0.20% Reduce -13.8% 22,456 $1.8M
Hanseatic Management Services Inc. 2.57% Reduce -6.6% 22,448 $1.8M
Tyler-Stone Wealth Management 0.34% Add +100.7% 22,425 $1.8M
Corundum Group, Inc. 0.82% Reduce -36.3% 22,333 $1.8M
Moore Capital Management, LP 0.06% New 22,232 $1.8M
Stephens Inc. 0.03% Reduce -7.2% 22,142 $1.8M
Apollon Wealth Management, LLC 0.05% Add +16.0% 21,898 $1.8M
Chilton Investment Co. Inc. 0.05% No change 21,500 $1.7M
KOM Wealth Management Group, LLC 1.45% Add +5.0% 21,472 $1.7M
Hollencrest Capital Management 0.07% Add +0.5% 21,472 $1.7M
Savior LLC 9.52% Reduce -5.6% 21,288 $1.7M
Per Stirling Capital Management, LLC. 0.24% Add +2.7% 21,195 $1.7M
United Capital Financial Advisors, LLC 0.01% Add +17.5% 21,147 $1.7M
Peak Financial Advisors LLC 0.88% Add +0.5% 21,111 $1.7M
NCM Capital Management, LLC 0.82% Add +1.3% 21,096 $1.7M
Proffitt & Goodson Inc. 0.28% Add +0.8% 21,005 $1.7M
Wealthfront Advisers LLC 0.01% Reduce -3.1% 20,934 $1.7M
Cabana LLC 9.39% Reduce -26.3% 20,877 $1.7M
Raleigh Capital Management Inc. 0.65% Add +130200.0% 20,848 $1.7M
Venture Visionary Partners LLC 0.07% Add +43.2% 20,847 $1.7M
Guidance Capital, Inc. 0.53% Add +6.1% 20,536 $1.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +2.1% 20,680 $1.7M
Accel Wealth Management 0.62% Add +45.4% 20,581 $1.7M
Community Bank, N.A. 0.21% Add +126.9% 20,581 $1.7M
Magnus Financial Group LLC 0.17% Add +24.5% 20,533 $1.7M
Sharper & Granite LLC 0.74% Add +6.8% 20,531 $1.7M
Laraway Financial Advisors Inc 1.32% Reduce -2.2% 20,464 $1.7M
1ST Source Bank 0.09% No change 20,445 $1.7M
Manchester Capital Management LLC 0.19% No change 20,405 $1.6M
Point72 Asset Management 0.01% New 20,329 $1.6M
Aspen Investment Management Inc 0.76% Add +3.1% 20,290 $1.6M
Ssi Investment Management LLC 0.62% Reduce -0.1% 20,274 $1.6M
Teamwork Financial Advisors, LLC 0.23% Reduce -1.8% 20,224 $1.6M
Peoples Financial Services Corp. 0.74% Reduce -1.9% 20,192 $1.6M
Private Portfolio Partners LLC 0.30% Add +1.1% 20,063 $1.6M
Financial Advocates Investment Management 0.09% Reduce -13.4% 19,843 $1.6M
Midwest Financial Group LLC 0.95% Add +4.0% 19,963 $1.6M
Sykon Capital LLC 0.57% Add +0.7% 19,904 $1.6M
Citizens Financial Group Inc. 0.03% Add +8.0% 19,772 $1.6M
Vantage Financial Partners, LLC 0.39% Add +22.4% 19,706 $1.6M
Zuckerman Investment Group, LLC 0.16% Add +4.1% 19,680 $1.6M
Colton Groome Financial Advisors, LLC 0.59% Add +1.0% 19,411 $1.6M
Visionary Wealth Advisors 0.10% Reduce -1.0% 19,332 $1.6M
Nvwm, LLC 0.40% Reduce -4.9% 19,258 $1.6M
City Holding Co. 0.21% Add +9.8% 18,939 $1.5M
Founders Financial Securities LLC 0.14% Reduce -3.8% 18,784 $1.5M
CreativeOne Wealth, LLC 0.05% Add +56.3% 18,742 $1.5M
Counterweight Ventures, LLC 1.07% New 18,667 $1.5M
L.M. Kohn & Company 0.38% Reduce -13.2% 18,506 $1.5M
WP Advisors, LLC 0.55% Reduce -13.2% 18,465 $1.5M
Stratos Wealth Partners, LTD. 0.02% Add +14.0% 18,454 $1.5M
Western Wealth Management, LLC 0.08% Add +19.1% 18,427 $1.5M
Altura Wealth Advisors Inc. 0.97% Add +23.1% 18,375 $1.5M
Miller Howard Investments Inc. 0.05% Reduce -43.1% 18,336 $1.5M
Glass Jacobson Investment Advisors llc 0.48% Reduce -2.1% 18,069 $1.5M
Aristides Capital LLC 0.60% No change 18,008 $1.5M
Ransom Advisory, Ltd 0.68% Add +0.9% 17,926 $1.4M
Trust Co 0.17% Reduce -18.3% 17,732 $1.4M
Axiom Advisory, LLC 0.01% Add +103.2% 19,200 $1.4M
Asset Advisors Investment Management, LLC 0.15% Add +44.6% 17,551 $1.4M
HBK Sorce Advisory LLC 0.04% Add +83.7% 17,497 $1.4M
Wellington Management Group LLP 0.00% New 17,378 $1.4M
WorthPointe, LLC 0.59% New 17,279 $1.4M
Horizon Investments, LLC 0.04% Add +6.8% 17,172 $1.4M
Northeast Financial Consultants Inc 0.06% No change 17,038 $1.4M
Plustick Management LLC 1.06% No change 17,000 $1.4M
JBR Co Financial Management Inc 0.90% Add +1.2% 16,946 $1.4M
Stillwater Capital Advisors, LLC 0.17% Reduce -1.5% 16,726 $1.4M
Sepio Capital, LP 0.11% Reduce -5.1% 16,715 $1.4M
Corrado Advisors, LLC 0.85% Add +1.6% 16,705 $1.3M
Hudock, Inc. 0.23% Reduce -1.4% 16,672 $1.3M
Nvest Financial, LLC 0.77% Add +0.8% 16,627 $1.3M
Certified Advisory Corp 0.15% Add +21.9% 16,593 $1.3M
Carnegie Investment Counsel 0.04% Reduce -5.8% 16,586 $1.3M
Avior Wealth Management, LLC 0.05% Reduce -1.8% 16,408 $1.3M
Arkadios Wealth Advisors 0.07% Add +20.1% 16,354 $1.3M
Strategic Blueprint, LLC 0.08% Add +3.3% 16,339 $1.3M
Lee Danner & Bass Inc. 0.09% Reduce -2.9% 16,304 $1.3M
Harbor Investment Advisory, LLC 0.13% Add +3.8% 16,274 $1.3M
Moody LYNN Lieberson & Walker, LLC 0.08% New 15,971 $1.3M
Westside Investment Management, Inc. 0.27% Add +0.9% 16,521 $1.3M
Farmers Trust Co. 0.24% Add +28.5% 15,953 $1.3M
Journey Strategic Wealth LLC 0.05% Add +279.3% 15,874 $1.3M
Financial Counselors Inc. 0.02% Reduce -3.7% 15,835 $1.3M
Patriot Investment Management Group, Inc. 0.09% No change 15,663 $1.3M
GeoWealth Management, LLC 0.04% Reduce -58.4% 15,316 $1.2M
Private Wealth Group, LLC 0.62% Add +1.6% 15,285 $1.2M
Arrow Financial Corp 0.11% Add +4.3% 15,252 $1.2M
Keystone Financial Group 0.16% New 15,238 $1.2M
Diversified, LLC 0.14% Reduce -2.4% 15,230 $1.2M
Diversified Enterprises, LLC 0.14% — 15,230 $1.2M
Moneco Advisors, LLC 0.15% Add +116.3% 15,229 $1.2M
Castleview Partners, LLC 0.71% Reduce -9.6% 15,177 $1.2M
Arete Wealth Advisors, LLC 0.10% Reduce -16.5% 15,177 $1.2M
Compound Planning, Inc. 0.08% Add +53.4% 15,122 $1.2M
Shum Financial Group, Inc. 1.02% — 15,575 $1.2M
Waterway Wealth Management, LLC 0.52% Add +40.2% 15,031 $1.2M
Parallel Advisors, LLC 0.03% Add +0.3% 14,991 $1.2M
Terra Nova Asset Management LLC 0.90% Add +0.3% 14,981 $1.2M
Country Club Bank 0.08% Reduce -3.4% 15,034 $1.2M
Moors & Cabot, Inc. 0.06% Add +71.5% 14,889 $1.2M
Granite Harbor Advisors, Inc. 0.71% Add +4.1% 14,796 $1.2M
Venturi Wealth Management, LLC 0.06% Reduce -1.6% 14,744 $1.2M
Vicus Capital 0.10% Reduce -54.1% 14,486 $1.2M
Arkfeld Wealth Strategies, L.L.C. 0.56% Add +0.2% 14,306 $1.2M
Bright Futures Wealth Management, LLC. 0.56% Add +28.4% 14,643 $1.2M
Regions Financial Corp. 0.01% Add +3.9% 14,304 $1.2M
WealthShield Partners, LLC 0.16% Add +1.8% 14,272 $1.2M
Neuberger Berman Group LLC 0.00% Add +36.1% 14,199 $1.1M
Connective Portfolio Management, LLC 2.03% New 1,100 $1.1M
Lanark Financial, Inc. 0.10% Reduce -10.2% 14,182 $1.1M
Evernest Financial Advisors, LLC 0.31% Add +135.2% 14,137 $1.1M
Solstein Capital, LLC 0.60% Reduce -19.9% 14,066 $1.1M
Sowa Financial Group, Inc. 0.72% Reduce -3.8% 14,031 $1.1M
Shulman DeMeo Asset Management LLC 0.27% Reduce -0.3% 13,726 $1.1M
Cladis Investment Advisory, LLC 0.77% Add +7.3% 13,716 $1.1M
Sage Capital Management, LLC 0.53% Add +0.5% 13,616 $1.1M
Legal & General Group Plc 0.00% No change 13,550 $1.1M
Resonant Capital Advisors, LLC 0.08% Add +0.1% 13,478 $1.1M
Belpointe Asset Management LLC 0.07% Add +167.5% 13,477 $1.1M
Quantinno Capital Management LP 0.01% Add +9.5% 13,460 $1.1M
Larson Financial Group LLC 0.06% Add +97.6% 13,384 $1.1M
Afg Fiduciary Services Limited Partnership 0.73% Reduce -6.0% 13,609 $1.1M
Capasso Planning Partners LLC 0.32% Add +43.7% 13,337 $1.1M
Cypress Capital Group 0.12% Reduce -1.6% 13,303 $1.1M
Stone Summit Wealth LLC 0.34% Reduce -2.6% 13,140 $1.1M
Heritage Wealth Partners, LLC 1.24% New 13,031 $1.1M
Vontobel Holding Ltd. 0.00% Add +170.8% 13,017 $1.1M
First Horizon Advisors, Inc. 0.03% Reduce -4.0% 13,001 $1.1M
Merit Financial Group, LLC 0.02% Reduce -1.0% 13,001 $1.1M
Jefferies Financial Group Inc. 0.02% Reduce -27.4% 12,996 $1.0M
Noesis Capital Mangement Corp. 0.21% Add +7.7% 12,982 $1.0M
OneDigital Investment Advisors LLC 0.01% Add +20.0% 12,934 $1.0M
Bfsg, LLC 0.12% Add +1.3% 12,900 $1.0M
Stamos Capital Partners, L.P. 0.24% Reduce -25.1% 12,870 $1.0M
Samalin Investment Counsel, LLC 0.45% Reduce -0.0% 12,827 $1.0M
Telos Capital Management, Inc. 0.11% Reduce -2.7% 12,807 $1.0M
Waldron Private Wealth LLC 0.04% Reduce -26.4% 12,789 $1.0M
Montecito Bank & Trust 0.18% Reduce -3.4% 12,778 $1.0M
Gerber Kawasaki Wealth & Investment Management 0.05% Add +175.3% 12,758 $1.0M
CRA Financial Services, LLC 0.19% Add +4.2% 12,685 $1.0M
Nwam LLC 0.06% New 12,588 $1.0M
Jacobi Capital Management LLC 0.08% Add +12.0% 12,545 $1.0M
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -4.9% 12,504 $1.0M
Triangle Securities Wealth Management 0.26% Reduce -8.6% 12,501 $1.0M
Allie Family Office LLC 0.54% Add +11.2% 12,448 $1.0M
Stegent Equity Advisors, Inc. 1.11% New 12,421 $1.0M
Pettyjohn, Wood & White, Inc. 0.18% Add +8.8% 12,389 $1.0M
Lokken Investment Group LLC 0.42% Add +2.2% 12,384 $1.0M
Apexium Financial, LP 0.07% Reduce -1.6% 12,382 $1.0M
One Capital Management, LLC 0.03% Reduce -10.8% 12,349 $998K
Central Bank & Trust Co. 0.14% Add +0.4% 12,345 $997K
Tocqueville Asset Management L.P. 0.02% No change 12,194 $985K
Hills Bank & Trust Co 0.07% Reduce -0.5% 12,127 $980K
Capital Advisors, Ltd. LLC 0.12% Reduce -23.9% 12,033 $972K
Treynor Bancshares, Inc. 0.99% Reduce -22.8% 12,002 $970K
Solutions 4 Wealth, Ltd 1.90% Add +0.1% 11,999 $969K
Smithbridge Asset Management Inc. 0.17% Reduce -1.1% 11,970 $967K
Principal Securities, Inc. 0.02% Add +57.3% 11,923 $963K
Fulcrum Equity Management 0.81% Add +69.0% 11,838 $956K
Jackson, Grant Investment Advisers, Inc. 0.36% Add +0.4% 11,835 $956K
Narwhal Capital Management 0.09% Reduce -9.2% 11,822 $955K
Councilor Wealth, LLC 0.47% Add +0.6% 11,811 $954K
Personal Cfo Solutions, LLC 0.13% Reduce -0.6% 11,798 $953K
Creekside Partners 0.49% No change 11,789 $952K
Essex LLC 0.19% Add +8.7% 11,767 $951K
Brown Advisory Inc. 0.00% Reduce -24.4% 11,588 $936K
Jmac Enterprises LLC 0.15% Add +0.3% 11,572 $935K
Meridian Wealth Management, LLC 0.05% Add +14.3% 11,618 $933K
Pinnacle Family Advisors, LLC 0.48% Add +75.4% 11,483 $928K
PSI Advisors, LLC 0.27% Add +15.8% 11,433 $924K
Level Four Advisory Services, LLC 0.04% Reduce -19.0% 11,539 $922K
Chesapeake Wealth Management 0.31% Reduce -4.2% 11,348 $917K
David J Yvars Group 0.57% Add +0.2% 11,334 $913K
Stratos Wealth Advisors, LLC 0.04% Reduce -22.9% 11,297 $913K
Mma Asset Management LLC 0.24% Add +34.0% 13,604 $891K
Consolidated Portfolio Review Corp 0.20% Add +2.8% 10,986 $887K
Penobscot Wealth Management 0.48% Add +7.9% 10,965 $886K
Alpha Cubed Investments, LLC 0.04% Add +1.0% 10,956 $885K
Midland Wealth Advisors, LLC 0.05% Reduce -1.2% 10,929 $883K
Boltwood Capital Management 0.26% Reduce -4.1% 10,920 $882K
Thrive Capital Management, LLC 0.41% Reduce -22.0% 10,846 $876K
CWC Advisors, LLC. 0.86% — 10,830 $875K
Silverlake Wealth Management LLC 0.33% Add +20.6% 10,786 $871K
Abbot Financial Management, Inc. 0.44% Add +6.7% 10,775 $870K
Investment House LLC 0.05% Reduce -1.4% 10,700 $864K
Prentice Wealth Management LLC 0.26% Reduce -5.3% 10,698 $864K
Ashton Thomas Securities, LLC 0.17% Add +0.3% 10,664 $861K
First Trust Investment Solutions L.P. 0.10% Reduce -22.4% 10,545 $852K
Capital Square, LLC 0.52% Add +18.4% 10,540 $851K
Ferguson Shapiro LLC 0.31% New 10,375 $838K
Faithward Advisors, LLC 0.15% Add +101.3% 10,366 $837K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.13% Reduce -9.6% 10,363 $837K
Bluespring Wealth Management, LLC 0.08% Reduce -3.3% 10,346 $836K
Elevation Point Wealth Partners, LLC 0.08% Reduce -22.6% 10,298 $832K
Camelot Technology Advisors, Inc. 0.74% Add +33.2% 10,293 $832K
Manhattan West Asset Management, LLC 0.21% Add +201.2% 10,293 $831K
Powell Investment Advisors, LLC 0.39% No change 10,215 $825K
Lynx Investment Advisory 0.59% Add +48.4% 10,186 $823K
FIL Ltd 0.00% Reduce -92.0% 10,158 $821K
Diligent Investors, LLC 0.19% No change 10,153 $820K
Texas Yale Capital Corp. 0.04% No change 10,075 $814K
Dumont & Blake Investment Advisors LLC 0.22% Reduce -50.1% 10,026 $810K
Good Life Advisors, LLC 0.05% Add +19.3% 9,994 $807K
Mirador Capital Partners LP 0.14% New 9,943 $803K
Stockman Wealth Management, Inc. 0.12% Reduce -0.3% 9,902 $800K
Destiny Capital Corp 0.50% Reduce -0.7% 10,353 $799K
Objective Capital Management, LLC 0.46% — 9,720 $785K
J. Safra Sarasin Holding AG 0.01% No change 9,740 $783K
Moloney Securities Asset Management, LLC 0.11% Reduce -13.5% 9,644 $779K
Financial & Tax Architects, LLC 0.20% Reduce -8.6% 9,638 $779K
Platform Technology Partners 0.24% Add +7.9% 9,587 $774K
Wesbanco Bank Inc. 0.03% Add +5.2% 9,566 $773K
Salem Investment Counselors Inc. 0.02% Reduce -6.4% 9,562 $772K
Fortis Capital Management LLC 0.16% Add +2.4% 9,560 $772K
MontVue Capital Management, Inc. 0.59% Reduce -2.7% 9,460 $764K
Pine Valley Investments Ltd Liability Co 0.05% Add +32.7% 9,451 $763K
Florida Financial Advisors, LLC 0.39% Add +56.9% 9,448 $763K
Centennial Bank 0.35% Reduce -0.6% 9,413 $760K
Tranquility Partners, LLC 0.28% Reduce -1.2% 9,398 $759K
Patton Albertson Miller Group, LLC 0.10% Reduce -2.3% 9,283 $750K
Burford Brothers, Inc. 0.39% Add +0.6% 9,261 $748K
Sequoia Financial Advisors, LLC 0.01% Add +7.1% 9,255 $748K
United Asset Strategies, Inc. 0.07% Reduce -1.6% 9,226 $745K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.11% Add +8.2% 9,196 $743K
Stolper Co 0.24% Reduce -2.7% 9,175 $741K
NewEdge Wealth, LLC 0.01% Add +20.8% 9,165 $740K
Chesapeake Asset Management LLC 0.64% Add +496.3% 9,159 $740K
Meridian Financial Advisors, LLC 0.49% Add +5.1% 9,148 $739K
Tradition Wealth Management, LLC 0.07% Add +0.1% 9,084 $734K
Mount Lucas Management LP 0.25% Reduce -2.0% 9,043 $730K
Keel Point, LLC 0.06% Add +1.3% 9,022 $729K
MWA Asset Management 0.48% Add +2.9% 9,000 $727K
Monetary Management Group Inc. 0.19% No change 8,970 $725K
Allred Capital Management, LLC 0.28% Add +0.2% 8,957 $724K
HBW Advisory Services LLC 0.11% Add +33.4% 8,953 $723K
Kovack Advisors, Inc. 0.08% Add +8.5% 8,939 $722K
White Pine Capital LLC 0.24% Add +0.3% 8,847 $715K
Matthew Goff Investment Advisor, LLC 0.14% Add +0.1% 8,821 $713K
Carson Advisory Inc. 0.45% Add +4.5% 8,814 $712K
Cornerstone National Bank & Trust Co 0.32% Add +1.7% 8,773 $709K
Transform Wealth, LLC 0.05% Reduce -2.6% 8,747 $707K
TrueWealth Advisors, LLC 0.23% Reduce -11.0% 8,708 $703K
Lunt Capital Management, Inc. 0.33% New 8,658 $699K
Rothschild Investment LLC 0.05% No change 8,650 $699K
ERn Financial, LLC 0.11% Reduce -2.5% 8,641 $698K
Jackson Hole Capital Partners, LLC 0.15% Add +9.6% 8,614 $696K
Eldridge Investment Advisors, Inc. 0.16% No change 8,560 $691K
Tyche Wealth Partners LLC 0.16% Add +0.3% 8,531 $689K
Rwa Wealth Partners, LLC 0.01% Add +0.0% 8,522 $688K
CMG Global Holdings, LLC 0.39% Reduce -1.7% 8,496 $686K
Allianz Asset Management GmbH 0.00% New 8,400 $679K
Polymer Capital Management (HK) LTD 0.16% New 8,384 $677K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -15.2% 8,374 $676K
SteelPeak Wealth, LLC 0.03% Reduce -90.0% 8,366 $676K
Roman Butler Fullerton & Co. 0.20% Add +2.2% 8,338 $672K
Jaffetilchin Investment Partners, LLC 0.05% Reduce -1.1% 8,259 $667K
Moller Wealth Partners 0.17% New 8,255 $667K
Joseph P. Lucia & Associates, LLC 0.30% New 8,180 $661K
Ahl Investment Management, Inc. 0.46% No change 8,177 $661K
Kades & Cheifetz LLC 0.38% Add +0.9% 8,170 $660K
McDaniel Terry & Co. 0.06% Add +0.6% 8,133 $657K
Horizon Financial Services, LLC 0.39% Add +51.0% 8,081 $653K
FineMark National Bank & Trust 0.02% No change 8,066 $652K
Saxony Capital Management, LLC 0.59% New 8,040 $649K
First National Bank of Hutchinson 0.42% No change 8,031 $649K
Vigilare Wealth Management 0.26% Reduce -19.0% 8,014 $647K
Donald L. Hagan, LLC 0.33% Reduce -4.8% 8,008 $647K
O'ROURKE & COMPANY, Inc 0.32% Add +20.2% 8,001 $646K
M3 Advisory Group, LLC 0.47% Add +1.0% 8,000 $646K
Orrstown Financial Services Inc. 0.19% Add +27.4% 7,995 $646K
Householder Group Estate & Retirement Specialist, LLC 0.19% Reduce -30.9% 7,888 $637K
McAdam, LLC 0.04% Add +0.8% 7,881 $637K
Solitude Financial Services 0.27% Reduce -6.0% 7,875 $636K
FPC Investment Advisory, Inc. 0.54% Reduce -0.1% 7,989 $635K
Scotia Capital Inc. 0.00% Reduce -0.1% 7,851 $634K
Debussy Capital Management LP 0.18% New 7,844 $634K
Stock Yards Bank & Trust Co. 0.02% Reduce -6.7% 7,818 $632K
Aspen Grove Capital, LLC 0.14% No change 7,800 $630K
Windsor Capital Management, LLC 0.18% Add +2.6% 7,795 $630K
Berkshire Asset Management LLC 0.03% No change 9,141 $623K
ProVise Management Group, LLC 0.05% Add +54.5% 7,692 $621K
Keebeck Wealth Management 0.09% Reduce -1.6% 7,638 $617K
Cooksen Wealth, LLC 0.58% Add +3.1% 7,627 $616K
Chicago Partners Investment Group LLC 0.02% Add +0.0% 7,494 $615K
Two Sigma Securities, LLC 0.05% Reduce -4.1% 7,577 $612K
Maple Capital Management, Inc. 0.05% Reduce -3.3% 7,526 $608K
Peoples Bank 0.41% No change 7,516 $607K
Connecticut Wealth Management, LLC 0.03% No change 7,500 $606K
Dearborn Partners LLC 0.02% Add +10.3% 7,495 $605K
McGlone Suttner Wealth Management, Inc. 0.13% Reduce -39.1% 7,476 $604K
Rehmann Capital Advisory Group 0.04% Reduce -2.9% 7,402 $598K
Atlanta Consulting Group Advisors, LLC 0.15% New 7,386 $597K
WealthTrust Axiom LLC 0.18% Reduce -1.3% 7,377 $596K
Northwestern Mutual Wealth Management Co. 0.00% Add +34.3% 7,346 $593K
Sovereign Financial Group, Inc. 0.14% Add +11.3% 7,317 $591K
Lion Street Advisors, LLC 0.21% Add +6.6% 7,303 $590K
Greenleaf Trust 0.01% Reduce -15.5% 7,247 $585K
Chemistry Wealth Management LLC 0.14% Add +16.1% 7,198 $581K
John G Ullman & Associates Inc. 0.08% Add +5.8% 7,157 $578K
Quantum Portfolio Management LLC 0.31% New 7,152 $578K
Oakworth Capital, Inc. 0.04% Add +878.3% 7,093 $573K
Bank of Marin 0.46% Add +9.1% 7,092 $573K
Basso Capital Management, L.P. 0.52% New 7,050 $569K
Paradigm, Strategies in Wealth Management, LLC 0.37% Reduce -3.7% 7,002 $566K
Compagnie Lombard Odier SCmA 0.01% New 7,000 $565K
Madden Advisory Services, Inc. 0.26% Add +7.4% 6,985 $564K
Fort Sheridan Advisors LLC 0.09% Reduce -2.3% 6,978 $564K
Kessler Investment Group, LLC 0.29% Reduce -19.5% 6,952 $562K
J. Goldman & Co LP 0.02% Reduce -31.7% 6,947 $561K
Clear Creek Financial Management, LLC 0.06% Reduce -16.4% 6,914 $558K
Altfest L J & Co. Inc. 0.07% Reduce -86.8% 6,913 $558K
GYL Financial Synergies, LLC 0.04% Add +1.1% 6,858 $554K
Narus Financial Partners, LLC 0.20% Add +17.4% 6,846 $553K
Evanson Asset Management, LLC 0.04% Add +0.2% 6,819 $551K
Berkeley Capital Partners, LLC 0.16% Add +58.9% 6,802 $549K
AdvisorNet Financial, Inc 0.04% Reduce -25.7% 6,774 $547K
Moneta Group Investment Advisors LLC 0.01% Add +17.9% 6,754 $546K
LMR Partners LLP 0.02% New 6,740 $544K
Planning Directions Inc. 0.32% Reduce -12.5% 6,698 $541K
Cherry Tree Wealth Management, LLC 0.13% No change 6,636 $536K
Legacy Capital Wealth Partners, LLC 0.11% Add +61.0% 6,628 $535K
Myecfo, LLC 0.29% No change 6,610 $534K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% No change 6,607 $534K
Westover Capital Advisors, LLC 0.10% New 6,600 $533K
Strategic Advisors LLC 0.10% Reduce -20.4% 6,555 $530K
Gruss & Co., LLC 4.14% New 6,500 $525K
Wealthspire Retirement, LLC 0.04% New 6,481 $524K
Soltis Investment Advisors LLC 0.05% Reduce -18.1% 6,419 $519K
Kaizen Financial Strategies 0.30% New 6,340 $512K
Cutler Investment Counsel LLC 0.06% Reduce -3.1% 6,319 $510K
Sageworth Trust Co 0.03% Reduce -1.3% 6,284 $508K
First Citizens Bank & Trust Co. 0.01% Add +20.1% 6,275 $507K
Retirement Planning Co of New England, Inc. 0.25% Add +0.1% 6,177 $499K
Intrua Financial, LLC 0.08% Reduce -75.7% 6,174 $499K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +5.8% 6,107 $493K
Wealthspire Advisors, LLC 0.01% Add +8.4% 6,079 $491K
Amica Retiree Medical Trust 0.41% — 6,083 $491K
Rockingstone Advisors LLC 0.24% Reduce -21.3% 6,065 $490K
Keystone Wealth Services, LLC 0.13% New 6,021 $486K
Pitcairn Co. 0.03% New 6,000 $485K
USA Financial Formulas 0.07% Reduce -5.0% 5,970 $482K
Barry Investment Advisors, LLC 0.15% Reduce -37.5% 5,968 $482K
Harmony Asset Management LLC 0.18% Add +9.8% 5,953 $481K
HB Wealth Management, LLC 0.01% Add +12.1% 5,876 $475K
Colony Family Offices, LLC 0.15% No change 5,876 $475K
Colonial River Investments, LLC 0.24% Reduce -11.2% 5,869 $474K
Itau Unibanco Holding S.A. 0.02% New 5,814 $470K
Encompass More Asset Management 0.18% Reduce -1.9% 5,797 $468K
WMG Financial Advisors, LLC 0.21% Add +45.9% 5,786 $467K
James Investment Research, Inc. 0.05% No change 5,776 $467K
ORG Partners LLC 0.07% Reduce -9.2% 5,746 $464K
9258 Wealth Management, LLC 0.07% Reduce -1.1% 5,740 $464K
LJI Wealth Management, LLC 0.09% Add +0.8% 5,727 $463K
Worth Asset Management, LLC 0.25% Reduce -26.0% 5,720 $462K
Cornerstone Advisors, LLC 0.02% New 5,700 $460K
NovaPoint Capital, LLC 0.14% Add +0.0% 5,676 $458K
Flagship Private Wealth, LLC 0.24% New 5,661 $457K
Betterment LLC 0.00% Reduce -1.1% 5,600 $452K
Thomasville National Bank 0.03% No change 5,592 $452K
Valeo Financial Advisors, LLC 0.01% Add +19.4% 5,566 $450K
Franklin Resources Inc. 0.00% Reduce -0.7% 5,585 $448K
Bangor Savings Bank 0.04% Reduce -1.5% 5,494 $444K
RIA Advisory Group LLC 0.16% — 5,456 $441K
Whittier Trust Co. of Nevada Inc. 0.01% No change 5,451 $440K
Taylor & Morgan Wealth Management, LLC 0.29% Add +0.7% 5,405 $437K
LexAurum Advisors, LLC 0.10% Add +12.6% 5,368 $434K
American Alpha Advisors, LLC 0.41% — 5,365 $433K
Interchange Capital Partners, LLC 0.15% Reduce -1.9% 5,344 $432K
Bryn Mawr Trust Advisors, LLC 0.02% Add +36.4% 5,231 $423K
Creative Financial Designs Inc. 0.04% Add +8.8% 5,214 $421K
Choreo, LLC 0.01% Add +4.3% 5,166 $421K
High Falls Advisors, Inc 0.10% Add +13.2% 5,187 $419K
Constitution Capital LLC 0.22% Add +6.3% 5,166 $417K
Spinnaker Trust 0.03% No change 5,155 $416K
Strait & Sound Wealth Management LLC 0.20% Reduce -63.3% 5,148 $416K
Birchcreek Wealth Management, LLC 0.27% Reduce -62.6% 5,148 $416K
FWL Investment Management, LLC 0.16% Add +60.9% 5,110 $413K
American Financial Advisors, LLC 0.06% Add +4.3% 5,105 $412K
Hazlett, Burt & Watson, Inc. 0.19% Add +15.2% 5,115 $412K
VitalStone Financial, LLC 0.28% Add +32.3% 5,072 $410K
Talisman Wealth Advisors LLC 0.43% Add +0.6% 5,088 $409K
Hennion & Walsh Asset Management, Inc. 0.02% No change 5,062 $407K
Capital Asset Advisory Services LLC 0.02% New 5,109 $406K
Advisor Resource Council 0.18% New 5,020 $406K
Clifford Swan Investment Counsel LLC 0.01% No change 5,016 $405K
Kingswood Wealth Advisors, LLC 0.03% New 5,010 $405K
Fifth Third Wealth Advisors LLC 0.02% New 5,003 $404K
Gallagher Fiduciary Advisors, LLC 0.08% Reduce -22.8% 4,998 $404K
1834 Investment Advisors Co. 0.05% Reduce -37.6% 4,995 $403K
Okabena Investment Services Inc. 0.11% No change 4,995 $403K
Financial Partners Group, Inc 0.06% New 4,992 $403K
Federation des caisses Desjardins du Quebec 0.00% Add +20.6% 4,907 $396K
Simplicity Wealth,LLC 0.04% Add +2.6% 4,897 $396K
Fiduciary Trust Co 0.01% New 4,875 $394K
Spreng Capital Management, Inc. 0.19% Reduce -22.9% 4,872 $394K
ARS Investment Partners, LLC 0.04% Add +10.6% 4,870 $393K
Strategic Financial Concepts, LLC 0.12% Reduce -98.4% 4,853 $392K
Ingalls & Snyder LLC 0.02% No change 4,854 $392K
Latitude Advisors, LLC 0.22% New 4,850 $392K
Patten Group, Inc. 0.09% Reduce -2.3% 4,841 $391K
Quantbot Technologies LP 0.02% New 4,823 $390K
Wilmington Savings Fund Society, FSB 0.01% New 4,816 $389K
Grey Ledge Advisors, LLC 0.10% No change 4,810 $389K
Trinity Financial Advisors LLC 0.17% New 4,644 $388K
Spirit of America Management Corp. 0.08% Reduce -1.5% 4,793 $387K
Grandview Asset Management LLC 0.22% Add +1.0% 4,785 $387K
KG Capital Management 0.12% Reduce -0.5% 4,780 $386K
Mitchell McLeod Pugh & Williams Inc. 0.08% No change 4,745 $383K
Farther Finance Advisors, LLC 0.01% Add +75.5% 4,695 $379K
Crescent Grove Advisors, LLC 0.04% No change 4,626 $374K
Resurgent Financial Advisors LLC 0.22% Reduce -58.0% 4,623 $373K
Beaumont Financial Advisors, LLC 0.03% Reduce -0.2% 4,616 $373K
Second Line Capital, LLC 0.10% Add +0.0% 4,603 $372K
Sequent Asset Management, LLC 0.18% Add +18.0% 4,596 $371K
Empower Advisory Group, LLC 0.00% Reduce -12.6% 4,596 $371K
Verus Capital Partners, LLC 0.04% Add +13.9% 4,544 $367K
SignalPoint Asset Management, LLC 0.09% Add +0.0% 4,525 $364K
Navis Wealth Advisors, LLC 0.39% No change 4,500 $364K
Plimoth Trust Co. LLC 0.09% Reduce -7.9% 4,465 $361K
Verdence Capital Advisors LLC 0.03% New 4,453 $360K
All Terrain Financial Advisors, LLC 0.14% Reduce -9.4% 4,444 $359K
Ifrah Financial Services, Inc. 0.10% New 4,439 $359K
Marcum Wealth, LLC 0.03% Reduce -9.7% 4,438 $359K
E&G Advisors, LLC 0.10% Reduce -8.3% 4,417 $357K
ABLE Financial Group, LLC 0.11% Add +28.1% 4,394 $355K
Dynamic Wealth Strategies, LLC 0.29% Add +4.3% 4,385 $354K
Iron Gate Global Advisors LLC 0.05% No change 4,365 $353K
SpiderRock Advisors, LLC 0.01% Add +39.2% 4,315 $349K
Agate Pass Investment Management, LLC 0.17% Add +14.7% 4,310 $348K
Merriman Wealth Management, LLC 0.01% No change 4,293 $347K
Concourse Financial Group Securities, Inc. 0.02% Reduce -12.8% 4,271 $345K
Smith Anglin Financial, LLC 0.03% Reduce -34.3% 4,224 $341K
Avidian Wealth Enterprises, LLC 0.02% Add +27.3% 4,201 $339K
West Coast Financial LLC 0.04% No change 4,200 $339K
Mathes Company, Inc. 0.12% No change 4,200 $339K
Simon Quick Advisors, LLC 0.02% Add +0.0% 4,188 $338K
Smith, Moore & Co. 0.03% Reduce -5.3% 4,186 $338K
Planning Capital Management Corp 0.22% Add +2.5% 4,175 $337K
Crestwood Advisors Group, LLC 0.01% Reduce -2.3% 4,171 $337K
Successful Portfolios LLC 0.23% Add +3.5% 4,156 $336K
Crew Capital Management, Ltd 0.27% Reduce -45.1% 4,156 $336K
Claro Advisors Inc. 0.04% New 4,151 $335K
One Charles Private Wealth Services, LLC 0.13% Reduce -45.9% 4,122 $333K
Aries Wealth Management 0.09% Reduce -3.0% 4,113 $332K
Schneider Downs Wealth Management Advisors, LP 0.07% No change 4,102 $331K
YHB Investment Advisors, Inc. 0.03% Reduce -2.4% 4,050 $327K
Warner Financial, Inc. 0.14% Add +0.3% 4,054 $327K
Phillips Wealth Planners LLC 0.31% Reduce -12.0% 3,944 $324K
Petra Financial Advisors Inc. 0.21% No change 4,008 $324K
Clearstead Advisors, LLC 0.01% Reduce -0.8% 4,004 $323K
ELCO Management Co., LLC 0.17% Reduce -15.8% 4,000 $323K
Buska Wealth Management, LLC 0.11% Reduce -3.1% 3,996 $323K
Institute for Wealth Management, LLC. 0.04% Reduce -0.5% 3,991 $322K
Avantax Planning Partners, Inc. 0.01% Reduce -9.2% 3,966 $320K
First United Bank & Trust 0.11% Reduce -0.3% 3,953 $319K
O'shaughnessy Asset Management, LLC 0.00% Add +16.2% 3,934 $316K
Continuum Advisory, LLC 0.04% Add +17.6% 4,042 $316K
Nations Financial Group Inc, /Ia/ 0.02% New 3,900 $315K
V2 Financial group LLC 0.20% No change 3,900 $315K
Redwood Financial Network Corp 0.25% Add +8.4% 3,888 $314K
Strategic Wealth Partners, Ltd. 0.03% Add +7.4% 3,871 $313K
Pittenger & Anderson Inc. 0.01% Reduce -3.7% 3,865 $312K
Romano Brothers and Company 0.04% Add +0.0% 3,861 $312K
Haverford Trust Co 0.00% Add +3.4% 3,845 $311K
Kanawha Capital Management LLC 0.02% No change 3,844 $311K
RiverFront Investment Group, LLC 0.01% No change 3,819 $308K
Christensen, King & Associates Investment Services, Inc. 0.15% Reduce -5.3% 3,818 $308K
Ausdal Financial Partners, Inc. 0.03% Add +19.6% 3,813 $308K
Pinnacle Associates Ltd. 0.01% Reduce -3.0% 4,841 $307K
Balefire, LLC 0.10% Reduce -0.5% 3,792 $306K
Baker Avenue Asset Management, LP 0.01% New 3,787 $306K
Union Savings Bank 0.15% No change 3,782 $306K
UNIVEST FINANCIAL Corp 0.02% New 3,776 $305K
United Advisor Group, LLC 0.07% New 3,773 $305K
World Equity Group, Inc. 0.11% Add +9.1% 3,773 $305K
BLB&B Advisors, LLC 0.02% Reduce -21.5% 3,762 $304K
Capital Investment Counsel, LLC 0.05% New 3,744 $302K
Summit Wealth Partners, LLC 0.06% New 3,741 $302K
Watts Gwilliam & Co., LLC 0.07% — 3,787 $301K
Washington Trust Bank 0.03% Reduce -1.1% 3,676 $297K
Pachira Investments Inc. 0.23% New 3,644 $294K
Broadleaf Partners, LLC 0.07% Reduce -0.6% 3,619 $292K
Solidarity Wealth, LLC 0.08% New 3,600 $291K
Capital Analysts, LLC 0.01% Reduce -82.1% 3,584 $290K
Godsey & Gibb, Inc. 0.03% No change 3,559 $287K
D.B. Root & Company, LLC 0.09% New 3,551 $287K
Atticus Wealth Management, LLC 0.09% Add +18.6% 3,544 $286K
Main Street Financial Solutions, LLC 0.03% New 3,534 $285K
Novare Capital Management LLC 0.02% Reduce -0.7% 3,515 $284K
Absolute Gestao de Investimentos Ltda. 0.10% New 3,500 $283K
Nabity-Jensen Investment Management Inc 0.22% No change 3,493 $282K
Advance Capital Management, Inc. 0.01% No change 3,490 $282K
Nicolet Bankshares Inc. 0.06% No change 3,481 $281K
L & S Advisors Inc 0.03% Reduce -96.1% 3,479 $281K
GFS Advisors, LLC 0.06% Reduce -58.6% 3,455 $279K
Acorn Financial Advisory Services Inc. 0.05% Add +0.1% 3,433 $277K
Ascent Group, LLC 0.02% Reduce -12.5% 3,429 $277K
Financial Engines Advisors L.L.C. 0.00% Add +0.0% 3,401 $275K
Brighton Jones LLC 0.01% Reduce -6.0% 3,390 $274K
NTV Asset Management LLC 0.04% No change 3,372 $272K
Transatlantique Private Wealth LLC 0.10% No change 3,348 $270K
Quadcap Wealth Management, LLC 0.04% New 3,347 $270K
Money Concepts Capital Corp. 0.02% Add +9.2% 3,346 $270K
Ballentine Partners, LLC 0.00% Reduce -2.4% 3,288 $266K
CenterStar Asset Management, LLC 0.40% New 3,265 $264K
Johnson Financial Group, Inc. 0.01% New 3,263 $264K
Goldstein Advisors, LLC 0.04% No change 3,261 $263K
Coastwise Capital Group, LLC 0.22% Add +0.6% 3,250 $263K
Obsidian Personal Planning Solutions LLC 0.14% No change 3,275 $262K
Palumbo Wealth Management LLC 0.10% Add +0.7% 3,234 $261K
Texas Capital Bank Wealth Management Services Inc 0.03% Reduce -27.8% 3,208 $259K
Fortitude Family Office, LLC 0.10% New 3,205 $259K
Braun Stacey Associates Inc. 0.01% Add +0.7% 3,186 $257K
Blue Chip Partners, LLC 0.02% Reduce -1.0% 3,178 $257K
Glen Eagle Advisors, LLC 0.04% Add +13.9% 3,150 $254K
Penobscot Investment Management Company, Inc. 0.02% Add +7.0% 3,150 $254K
Apollon Financial, LLC 0.07% New 3,147 $254K
Lodestone Wealth Management LLC 0.13% Reduce -51.0% 3,139 $254K
MKT Advisors LLC 0.12% No change 3,107 $253K
Benchmark Financial Wealth Advisors, LLC 0.08% No change 3,115 $252K
Realta Investment Advisors 0.12% Reduce -85.3% 3,135 $252K
WFA of San Diego, LLC 0.21% Add +35.5% 3,109 $251K
Arthur M. Cohen & Associates, LLC 0.05% No change 3,078 $251K
Cyndeo Wealth Partners, LLC 0.02% New 3,096 $250K
Insight Advisors, LLC/ PA 0.04% Add +2.7% 3,093 $250K
RiverGlades Family Offices LLC 0.18% New 3,080 $249K
Chilton Capital Management LLC 0.01% Reduce -0.3% 3,065 $248K
Steigerwald, Gordon & Koch Inc. 0.03% No change 3,062 $247K
Cardiff Park Advisors, LLC 0.02% No change 3,060 $247K
Nicolet Advisory Services, LLC 0.02% New 3,032 $247K
Gradient Capital Advisors, LLC 0.08% New 3,048 $246K
LGL Partners, LLC 0.03% Reduce -5.2% 3,048 $246K
Family Investment Center, Inc. 0.06% Add +2.1% 3,046 $246K
North Star Investment Management Corp. 0.02% Add +0.1% 3,043 $246K
Iams Wealth Management, LLC 0.12% New 3,032 $245K
Townsquare Capital LLC 0.00% New 3,003 $243K
Bluefin Capital Management, LLC 0.27% New 3,000 $242K
Bayesian Capital Management, LP 0.03% New 3,000 $242K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.02% No change 3,000 $242K
Caldwell Trust Co 0.03% Add +10.8% 2,996 $242K
Pacifica Partners Inc. 0.10% Reduce -3.0% 2,995 $242K
Advanced Asset Management Advisors Inc 0.06% No change 3,502 $239K
Perissos Private Wealth Management, LLC 0.19% New 2,938 $237K
Hobbs Group Advisors, LLC 0.09% Reduce -13.6% 2,937 $237K
Old Second National Bank of Aurora 0.06% No change 2,933 $237K
Graves Light Lenhart Wealth, Inc. 0.03% New 2,917 $236K
Fulton Bank, N.A. 0.01% New 2,911 $235K
Ally Invest Advisors Inc. 0.02% Reduce -9.2% 2,908 $235K
Klingenstein Fields & Co. LP 0.01% Reduce -10.1% 2,907 $235K
Aspiriant, LLC 0.01% New 2,900 $234K
F/m Investments LLC 0.01% New 2,900 $234K
Concentrum Wealth Management 0.09% New 2,892 $234K
Trivium Point Advisory, LLC 0.03% New 2,966 $232K
Ieq Capital, LLC 0.00% Reduce -6.2% 2,866 $232K
Black Diamond Financial, LLC 0.04% Reduce -5.0% 2,862 $231K
PBMares Wealth Management LLC 0.05% New 2,861 $231K
Prism Advisors, Inc. 0.07% New 2,847 $230K
Sunbelt Securities, Inc. 0.02% Add +0.1% 2,817 $228K
Ritholtz Wealth Management 0.01% New 2,805 $227K
Grant/GrossMendelsohn, LLC 0.10% Reduce -17.9% 2,790 $225K
NWF Advisory Services Inc. 0.03% New 2,786 $225K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Add +12.2% 2,754 $222K
Pictet North America Advisors SA 0.02% New 2,746 $222K
Cypress Wealth Services, LLC 0.05% New 2,730 $220K
Focus Partners Advisor Solutions, LLC 0.00% New 2,719 $220K
American National Bank & Trust 0.03% No change 2,704 $218K
Weybosset Research & Management LLC 0.07% New 2,700 $218K
Alaska Permanent Fund Corp 0.00% New 2,689 $217K
Eagle Strategies LLC 0.04% New 2,679 $216K
Sollinda Capital Management LLC 0.06% New 2,678 $216K
Pacific Sun Financial Corp 0.12% New 2,671 $216K
NFSG Corp 0.08% Add +73.3% 2,660 $215K
Oliver Lagore Vanvalin Investment Group 0.06% Reduce -39.9% 2,657 $215K
Rockland Trust Co. 0.01% New 2,656 $215K
Whalerock Point Partners, LLC 0.05% New 2,650 $214K
Private Client Services, LLC 0.11% New 2,643 $213K
Howe & Rusling Inc. 0.02% Reduce -1.5% 2,642 $213K
First International Bank & Trust 0.07% New 2,629 $212K
Ridgecrest Wealth Partners, LLC 0.11% New 2,620 $212K
Capital Management Associates, Inc 0.09% New 2,617 $211K
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 0.03% No change 2,600 $210K
Evercore Wealth Management, LLC 0.00% New 2,598 $210K
Nomura Asset Management Co. Ltd. 0.00% New 2,593 $209K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,590 $209K
Ascentis Independent Advisors 0.03% Reduce -14.8% 2,589 $209K
IAM Advisory, LLC 0.05% New 2,572 $208K
Prairie Wealth Advisors, Inc. 0.10% New 2,572 $208K
First National Trust Co 0.01% New 2,561 $207K
49 Wealth Management, LLC 0.03% Reduce -96.9% 2,559 $207K
BlueChip Wealth Advisors LLC 0.11% New 2,556 $206K
Orleans Capital Management Corp. 0.12% New 2,550 $206K
Graybill Wealth Management, LTD. 0.08% New 2,526 $204K
Atlantic Union Bankshares Corp 0.01% Reduce -22.5% 2,521 $204K
Sebold Capital Management, Inc. 0.13% New 2,513 $203K
Rathbones Group PLC 0.00% New 2,508 $203K
Ferguson Wellman Capital Management, Inc. 0.00% Reduce -28.5% 2,506 $202K
Cornerstone Wealth Management, LLC 0.01% New 2,482 $200K
Independence Bank of Kentucky 0.04% Add +23.8% 2,473 $200K
Activest Wealth Management 0.06% Add +194.9% 2,421 $196K
Salomon & Ludwin, LLC 0.02% No change 2,397 $194K
Crewe Advisors LLC 0.02% Add +580.5% 2,368 $191K
EPG Wealth Management LLC 0.05% Add +0.0% 2,344 $189K
LRI Investments, LLC 0.02% Reduce -29.6% 2,424 $189K
JFS Wealth Advisors, LLC 0.01% Add +38.2% 2,306 $186K
Cedar Wealth Management, LLC 0.06% Add +30.9% 2,225 $180K
UMB Bank, n.a. 0.00% No change 2,211 $179K
Cypress Capital Management LLC (WY) 0.19% Add +1461.0% 2,201 $178K
Citizens National Bank Trust Department 0.04% No change 2,200 $178K
Contravisory Investment Management, Inc. 0.04% New 2,147 $173K
Pacific Center for Financial Services 0.05% No change 2,136 $173K
Arax Advisory Partners 0.02% Reduce -2.9% 2,132 $172K
St. Johns Investment Management Company, LLC 0.08% Reduce -2.8% 2,121 $171K
Summit Securities Group LLC 0.11% New 2,100 $170K
LGT Financial Advisors LLC 0.41% Add +0.7% 2,069 $167K
Silver Oak Securities, Incorporated 0.02% New 2,366 $166K
Friedenthal Financial 0.10% Reduce -57.0% 2,046 $165K
MCF Advisors LLC 0.01% No change 2,040 $165K
Register Financial Advisors LLC 0.08% Add +0.5% 2,014 $163K
TD Capital Management LLC 0.02% Add +0.1% 2,013 $163K
Garde Capital, Inc. 0.01% No change 2,000 $162K
Game Plan Financial Advisors, LLC 0.09% No change 2,000 $162K
Key Financial Inc 0.03% No change 1,954 $158K
Pin Oak Investment Advisors Inc. 0.14% No change 1,939 $156K
Highline Wealth Partners LLC 0.05% Add +19.1% 1,907 $154K
University of Texas/Texas Am Investment Management Co. 0.02% No change 1,900 $153K
Bokf, NA 0.00% Reduce -20.9% 1,821 $148K
Bollard Group LLC 0.00% Add +0.6% 1,829 $148K
Anfield Capital Management, LLC 0.05% New 1,660 $134K
Carmichael Hill & Associates, Inc. 0.05% Add +139.6% 1,658 $134K
Optimum Investment Advisors 0.06% No change 1,637 $132K
Sterling Capital Management LLC 0.00% — 1,613 $130K
Townsend Asset Management Corp. /NC/ 0.05% Reduce -1.7% 1,591 $128K
Founders Financial Alliance, LLC 0.04% No change 1,586 $128K
WASHINGTON TRUST Co 0.00% No change 1,554 $126K
Horizon Bancorp Inc. 0.06% No change 1,553 $125K
Cullen/Frost Bankers, Inc. 0.00% Add +54.2% 1,539 $124K
Whittier Trust Co. 0.00% Reduce -1.5% 1,532 $124K
Acropolis Investment Management, LLC 0.01% Reduce -7.1% 1,488 $120K
FNY Investment Advisers, LLC 0.06% New 1,496 $120K
Country Trust Bank 0.00% Add +5.8% 1,469 $119K
Anchor Investment Management, LLC 0.01% No change 1,433 $116K
Advisors Preferred, LLC 0.02% New 1,413 $115K
Deutsche Bank AG 0.00% No change 1,372 $111K
Colonial Trust Advisors 0.01% Reduce -25.1% 1,356 $110K
Coppell Advisory Solutions LLC 0.02% Reduce -6.6% 1,352 $109K
Blue Trust, Inc. 0.00% Reduce -7.6% 1,564 $107K
HM Payson & Co. 0.00% Reduce -40.7% 1,296 $105K
GAMMA Investing LLC 0.01% Add +433.9% 1,292 $104K
Naples Money Management LLC 0.09% Reduce -10.2% 1,257 $102K
Evermay Wealth Management LLC 0.02% No change 1,255 $101K
Allspring Global Investments Holdings, LLC 0.00% No change 1,250 $101K
TD Private Client Wealth LLC 0.00% Reduce -1.2% 1,247 $101K
Clean Yield Group 0.03% No change 1,200 $97K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 1,153 $93K
Lowe Wealth Advisors, LLC 0.04% Reduce -36.0% 1,110 $90K
Ballast Advisors LLC 0.03% Reduce -1.4% 1,100 $89K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 1,048 $85K
Transcendent Capital Group LLC 0.04% No change 981 $79K
Stone House Investment Management, LLC 0.02% No change 963 $78K
Abound Wealth Management 0.03% Reduce -4.0% 957 $77K
Security National Bank 0.01% No change 944 $76K
Armor Investment Advisors, LLC 0.03% No change 935 $76K
One River Asset Management, LLC 0.08% New 935 $75K
SouthState Bank Corp 0.01% Add +3.8% 894 $72K
Tortoise Investment Management, LLC 0.01% No change 884 $71K
Ancora Advisors LLC 0.00% Add +46.3% 869 $70K
Signaturefd, LLC 0.00% Add +23.3% 843 $68K
Valley Wealth Managers, Inc. 0.01% Reduce -5.4% 835 $67K
Private Capital Management LLC 0.01% Add +2050.0% 817 $66K
Adirondack Trust Co. 0.03% Reduce -8.7% 810 $65K
Hoese & Co LLP 0.05% Reduce -19.2% 800 $65K
Addison Advisors LLC 0.02% No change 797 $64K
Founders Capital Management 0.04% Reduce -6.5% 785 $63K
Covestor Ltd 0.04% Add +52.1% 779 $63K
Fairfield Financial Advisors, LTD 0.02% Add +0.7% 736 $59K
Biltmore Family Office, LLC 0.01% No change 730 $59K
Integrity Financial Corp 0.03% Add +3.3% 681 $55K
FinTrust Capital Advisors, LLC 0.01% Add +0.1% 665 $54K
Winch Advisory Services, LLC 0.01% Add +49.1% 650 $53K
Delos Wealth Advisors, LLC 0.04% No change 628 $51K
Painted Porch Advisors LLC 0.03% No change 623 $50K
Briaud Financial Planning Inc 0.03% No change 623 $50K
Darwin Wealth Management, LLC 0.01% New 616 $50K
Coastline Trust Co 0.01% New 600 $48K
Trust Co. of Vermont 0.00% No change 600 $48K
Eastern Bank 0.00% New 575 $46K
City State Bank 0.02% Add +5.6% 565 $46K
Iron Horse Wealth Management, LLC 0.02% Add +22.5% 545 $44K
Wintrust Investments LLC 0.03% Reduce -91.2% 530 $42K
Tsfg, LLC 0.01% Add +0.2% 518 $42K
EverSource Wealth Advisors, LLC 0.00% No change 504 $41K
Hexagon Capital Partners LLC 0.01% Reduce -17.0% 503 $41K
Truvestments Capital LLC 0.01% New 500 $40K
Avalon Trust Co 0.00% No change 500 $40K
Rakuten Securities, Inc. 0.02% Add +756.1% 488 $39K
Y.D. More Investments Ltd 0.00% No change 476 $38K
Financial Management Professionals, Inc. 0.00% New 463 $37K
Clear Point Advisors Inc. 0.03% New 453 $37K
HHM Wealth Advisors, LLC 0.01% Add +45.0% 435 $35K
MTM Investment Management, LLC 0.01% Add +0.2% 426 $35K
Washington Trust Advisors, Inc. 0.00% Reduce -16.6% 426 $34K
WR Wealth Planners, LLC 0.01% No change 415 $34K
FAS Wealth Partners, Inc. 0.00% No change 406 $33K
Marquette Asset Management, LLC 0.01% New 405 $33K
Byrne Asset Management LLC 0.02% Add +0.3% 404 $33K
MGB Wealth Management, LLC 0.01% Add +300.0% 400 $32K
TruNorth Capital Management, LLC 0.01% No change 400 $32K
Pinnacle Bancorp, Inc. 0.01% No change 400 $32K
NorthRock Partners, LLC 0.00% No change 400 $32K
JNBA Financial Advisors 0.00% Reduce -14.7% 383 $31K
Acima Private Wealth, LLC 0.01% No change 364 $29K
Paladin Advisory Group, LLC 0.02% No change 362 $29K
Kiely Wealth Advisory Group, Inc. 0.02% No change 369 $29K
Main Street Group, LTD 0.01% Add +99.4% 349 $28K
First Personal Financial Services 0.01% No change 345 $28K
Strengthening Families & Communities, LLC 0.01% Add +0.6% 341 $28K
Carolinas Wealth Consulting LLC 0.01% Add +0.3% 339 $27K
Albion Financial Group 0.00% No change 338 $27K
Davis Capital Management 0.02% No change 331 $27K
Ascentis Wealth Management, LLC 0.01% — 330 $27K
Atlantic Edge Private Wealth Management, LLC 0.01% New 320 $26K
Compass Wealth Management LLC 0.01% No change 310 $25K
Investors Research Corp 0.01% Reduce -3.2% 305 $25K
Piscataqua Savings Bank 0.02% No change 300 $24K
Bristlecone Advisors, LLC 0.00% New 300 $24K
Smithfield Trust Co 0.00% No change 300 $24K
Paloma Partners Management Co 0.00% Reduce -99.6% 294 $24K
Financial Gravity Companies, Inc. 0.01% — 288 $23K
United Community Bank 0.01% No change 286 $23K
Sawyer & Company, Inc 0.01% No change 281 $23K
Bellevue Asset Management, LLC 0.01% No change 280 $23K
Capital Investment Counsel, Inc 0.00% No change 276 $22K
American Capital Advisory, LLC 0.01% Reduce -1.8% 271 $22K
New Republic Capital, LLC 0.01% No change 270 $22K
Washington Growth Strategies LLC 0.80% — 1,714 $21K
Hilltop National Bank 0.01% No change 256 $21K
Front Row Advisors LLC 0.01% Reduce -58.5% 249 $20K
Banque Cantonale Vaudoise 0.00% No change 253 $20K
SOA Wealth Advisors, LLC. 0.00% Add +0.8% 242 $20K
Sound Income Strategies, LLC 0.00% Add +40.1% 241 $19K
Maryland Capital Advisors Inc. 0.01% New 231 $19K
Global Financial Private Client, LLC 0.01% No change 229 $18K
Stephens Consulting, LLC 0.00% Reduce -62.3% 225 $18K
Provenance Wealth Advisors, LLC 0.00% New 222 $18K
Smartleaf Asset Management LLC 0.00% New 213 $17K
Strategic Investment Solutions, Inc. 0.01% Add +95.2% 205 $17K
New Potomac Partners, LLC 0.01% New 200 $16K
Sittner & Nelson, LLC 0.01% No change 200 $16K
Global Trust Asset Management, LLC 0.01% New 200 $16K
Bank of New Hampshire 0.00% Reduce -25.9% 200 $16K
DT Investment Partners, LLC 0.00% No change 199 $16K
Russell Investments Group, Ltd. 0.00% New 195 $16K
Cornerstone Planning Group LLC 0.00% Reduce -17.3% 196 $16K
Belmont Capital, LLC 0.00% No change 183 $15K
Cape Investment Advisory, Inc. 0.01% Add +20.5% 182 $15K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 180 $15K
Mark Sheptoff Financial Planning, LLC 0.01% No change 180 $15K
Oarsman Capital, Inc. 0.00% New 173 $14K
Ameritas Investment Partners, Inc. 0.00% No change 172 $14K
Farmers & Merchants Investments Inc. 0.00% Reduce -70.2% 170 $14K
Barrett & Company, Inc. 0.01% Add +333.3% 169 $14K
Mfa Wealth Advisors, LLC 0.00% New 162 $13K
Resources Management Corp. /CT/ 0.00% No change 160 $13K
Archer Investment Corp 0.00% No change 156 $13K
Halpern Financial, Inc. 0.00% Add +38.0% 149 $12K
Wolff Wiese Magana LLC 0.01% No change 150 $12K
Colonial Trust Co / SC 0.00% No change 150 $12K
Baldwin Wealth Partners LLC 0.00% No change 150 $12K
Coston, McIsaac & Partners 0.00% Add +0.6% 160 $12K
Hanson & Doremus Investment Management 0.00% No change 150 $12K
Gilliland Jeter Wealth Management LLC 0.00% No change 144 $12K
1620 Investment Advisors, Inc. 0.01% No change 140 $11K
Beaird Harris Wealth Management, LLC 0.00% No change 125 $10K
Avion Wealth 0.00% Reduce -8.0% 126 $10K
Guardian Wealth Advisors, LLC / NC 0.00% No change 120 $10K
SJS Investment Consulting Inc. 0.00% No change 115 $9K
Versant Capital Management, Inc 0.00% Reduce -58.7% 111 $9K
Northwest Financial Advisors 0.01% New 110 $9K
Legacy Investment Solutions, LLC 0.01% — 111 $9K
Legacy Wealth Managment, LLC 0.01% — 111 $9K
Hoey Investments, Inc. 0.00% No change 125 $9K
C M Bidwell & Associates Ltd. 0.01% No change 101 $8K
MassMutual Private Wealth & Trust, FSB 0.00% No change 100 $8K
Tidemark, LLC 0.00% Reduce -1.0% 98 $8K
Caitlin John, LLC 0.01% Add +188.2% 98 $8K
CarsonAllaria Wealth Management, Ltd. 0.00% New 92 $7K
Duncker Streett & Co. Inc. 0.00% No change 92 $7K
Lindbrook Capital, LLC 0.00% No change 80 $6K
Eukles Asset Management 0.00% No change 78 $6K
Missouri Trust & Investment Co 0.00% No change 75 $6K
Financial Perspectives, Inc 0.00% No change 71 $6K
Cedar Mountain Advisors, LLC 0.00% No change 69 $6K
REAP Financial Group, LLC 0.00% Reduce -2.9% 66 $5K
PFS Partners, LLC 0.00% No change 64 $5K
Hantz Financial Services, Inc. 0.00% New 63 $5K
Rise Advisors, LLC 0.00% New 50 $4K
Tradewinds Capital Management, LLC 0.00% New 50 $4K
DHJJ Financial Advisors, Ltd. 0.00% No change 49 $4K
TCTC Holdings, LLC 0.00% No change 46 $4K
Delta Asset Management LLC 0.00% Add +80.0% 45 $4K
Mather Group, Llc. 0.00% Reduce -71.0% 45 $4K
First PREMIER Bank 0.00% No change 34 $3K
Frazier Financial Advisors, LLC 0.00% Reduce -35.1% 37 $3K
Brown Brothers Harriman & Co. 0.00% New 35 $3K
Future Financial Wealth Managment LLC 0.00% New 33 $3K
JDM Financial Group LLC 0.00% No change 33 $3K
BOK Financial Private Wealth, Inc. 0.00% Reduce -96.0% 29 $2K
Central Pacific Bank - Trust Division 0.00% No change 28 $2K
Mechanics Financial Corp 0.00% No change 27 $2K
Beacon Capital Management, LLC 0.00% No change 19 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 16 $1K
Roble, Belko & Company, Inc 0.00% No change 12 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
Vermillion & White Wealth Management Group, LLC 0.00% No change 10 $825
Balentine LLC 0.00% No change 9 $727
Breakwater Investment Management 0.00% New 8 $647
FSC Wealth Advisors, LLC 0.00% No change 1 $81
Parallax Volatility Advisers, L.P. 0.00% Reduce -100.0% 1 $81
Schonfeld Strategic Advisors LLC 0.00% Reduce -100.0% 1 $80
Creekmur Asset Management LLC 0.00% No change 1 $78
NewSquare Capital LLC 0.00% No change 1 $53
Centerpoint Advisors, LLC 0.00% No change 1 $0

"% of holder's portfolio" is XLU's weight in each manager's 13F, not the share of St Sr Utl SL SE SPDR ETF-Usd the manager owns.