St Sr Utl SL SE SPDR ETF-UsdXLUETF

13F holders, Q4 2024 (December 31)
1,362holders +61
119new positions
129sold out
7famous investors
$75.67avg. 13F price*

At the end of Q4 2024, 1,362 institutions reported holding St Sr Utl SL SE SPDR ETF-Usd (XLU) in their 13F filings, up 61 from Q3 2024. 119 opened new positions and 129 sold out. The largest holders were Morgan Stanley ($1.0B), Bank of America Corp. ($768.6M) and Goldman Sachs Group Inc. ($556.8M). 7 famous investors held it, including Paul Tudor Jones (0.4% of Tudor Investment Corporation's portfolio), George Soros (0.1% of Soros Fund Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).

Company
St Sr Utl SL SE SPDR ETF-Usd
Filed as
SELECT SECTOR SPDR TR (Q4 2024)
CUSIP
81369Y886
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions119$657.6M
Exits129$656.2M

All 13F filers, Q3 2024 → Q4 2024: 20,472,641 shares bought and 46,708,368 shares sold, net −26,235,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,362 holders

Morgan Stanley 0.07% Reduce -3.5% 13,453,885 $1.0B
Bank of America Corp. 0.07% Reduce -24.3% 10,155,217 $768.6M
Goldman Sachs Group Inc. 0.11% Reduce -14.8% 7,356,458 $556.8M
Bessemer Group Inc. 0.75% Add +16.2% 6,034,838 $456.8M
LPL Financial LLC 0.17% Reduce -0.7% 5,587,569 $422.9M
UBS Group AG 0.07% Add +50.9% 4,081,176 $308.9M
Menora Mivtachim Holdings LTD. 1.86% Reduce -3.4% 3,917,794 $296.5M
Caisse de depot et placement du Quebec 0.54% New 3,408,635 $258.0M
Healthcare of Ontario Pension Plan Trust Fund 0.50% Reduce -7.9% 3,060,000 $231.6M
Wells Fargo & Company 0.05% Add +1.3% 2,678,868 $202.8M
Royal Bank of Canada 0.04% Reduce -26.6% 2,422,272 $183.3M
Ameriprise Financial Inc. 0.05% Add +34.8% 2,385,632 $180.4M
Harel Insurance Investments & Financial Services Ltd. 2.89% Reduce -42.5% 2,329,763 $176.3M
Factory Mutual Insurance Co. 1.85% No change 2,257,300 $170.9M
Two Sigma Investments, LP 0.39% New 2,159,200 $163.4M
JPMorgan Chase & Co. 0.01% Add +17.3% 1,791,929 $135.6M
Cibc World Market Inc. 0.30% Reduce -49.3% 1,738,652 $131.6M
Migdal Insurance & Financial Holdings Ltd. 1.83% Reduce -51.8% 1,684,261 $127.5M
Saudi Central Bank 11.41% No change 1,549,733 $121.4M
Raymond James Financial Inc. 0.04% — 1,558,305 $117.9M
Mizuho Bank, Ltd. 31.13% Add +227.3% 1,473,000 $111.5M
Meitav Investment House Ltd. 1.58% Reduce -20.1% 1,238,341 $93.7M
D. E. Shaw & Co. 0.10% Add +343.4% 1,068,052 $80.8M
Envestnet Asset Management Inc. 0.02% Reduce -74.0% 984,969 $74.6M
CHURCHILL MANAGEMENT Corp 0.81% Add +1.6% 979,497 $74.1M
Natixis 0.46% No change 900,000 $68.1M
Osaic Holdings, Inc. 0.15% Reduce -3.1% 992,747 $67.9M
Barclays PLC 0.03% Reduce -62.6% 858,699 $65.0M
Balyasny Asset Management L.P. 0.15% Add +418.8% 832,622 $63.0M
Exchange Traded Concepts, LLC 1.25% Add +178.8% 812,415 $61.5M
Qube Research & Technologies Ltd 0.10% Add +277.2% 798,279 $60.4M
Stifel Financial Corp. 0.06% Reduce -8.7% 767,309 $58.1M
Cetera Investment Advisers 0.12% Reduce -12.8% 761,613 $57.6M
Main Management Fund Advisors LLC 8.80% Reduce -6.3% 761,400 $57.6M
Commonwealth Equity Services, LLC 0.08% Add +5.7% 733,471 $55.5M
BlackRock, Inc. 0.00% Add +462.8% 730,305 $55.3M
Wolverine Trading, LLC 1.23% Add +40.1% 722,732 $54.8M
Moss Adams Wealth Advisors LLC 5.77% Add +3.9% 721,541 $54.6M
First Financial Bankshares Inc 1.00% Reduce -0.2% 611,691 $46.3M
Manufacturers Life Insurance Company, The 0.04% Reduce -27.4% 607,827 $46.0M
Maryland State Retirement & Pension System 0.93% No change 568,263 $43.0M
Citigroup Inc. 0.04% Reduce -70.8% 564,437 $42.7M
Truist Financial Corp. 0.07% Reduce -67.6% 560,680 $42.4M
Rational Advisors, Inc. 4.03% Add +35.9% 525,534 $39.8M
Alps Advisors Inc. 0.23% Add +8.7% 480,654 $36.4M
Tudor Investment Corporation 0.39% Add +240.9% 480,209 $36.3M
Quantitative Investment Management, LLC 2.60% New 458,542 $34.7M
Thrivent Financial for Lutherans 0.07% Add +1.3% 443,889 $34.7M
Cambridge Investment Research Advisors, Inc. 0.11% Reduce -21.7% 448,469 $33.9M
PGIM Custom Harvest LLC 0.65% Add +3.1% 440,351 $33.3M
Susquehanna International Group, LLP 0.05% Reduce -39.1% 416,937 $31.6M
Mariner, LLC 0.05% Reduce -8.3% 407,277 $30.8M
US Bancorp \de 0.04% Reduce -2.1% 406,667 $30.8M
Private Advisor Group, LLC 0.17% Add +11.2% 391,595 $29.6M
Marshall Wace, LLP 0.04% Add +972.6% 388,713 $29.4M
Tradewinds Capital Management, LLC 7.37% Add +738032.0% 369,066 $27.9M
Signature Estate & Investment Advisors LLC 0.68% Reduce -31.4% 356,876 $27.0M
Cercano Management LLC 0.66% New 342,407 $25.9M
Citadel Advisors 0.02% Reduce -75.8% 340,175 $25.7M
Phoenix Financial Ltd. 0.35% Reduce -0.3% 335,238 $25.4M
PNC Financial Services Group, Inc. 0.02% Reduce -8.9% 326,526 $24.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.26% Reduce -27.3% 320,247 $24.4M
Baird Financial Group, Inc. 0.05% Add +0.3% 320,769 $24.3M
New Harbor Financial Group, LLC 7.21% Add +0.5% 319,538 $24.2M
Fiduciary Family Office, LLC 7.21% New 319,538 $24.2M
Schroder Investment Management Group 0.02% Add +55.0% 310,000 $23.5M
Hilton Capital Management, LLC 2.00% Reduce -11.3% 305,765 $23.1M
Community Trust & Investment Co. 1.40% Add +2.8% 298,923 $22.6M
Independent Advisor Alliance 0.29% New 284,790 $21.6M
McElhenny Sheffield Capital Management, LLC 7.10% Add +0.8% 279,891 $21.2M
Northern Trust Corp. 0.00% Reduce -0.2% 278,043 $21.0M
Janney Montgomery Scott LLC 0.06% Reduce -82.1% 275,493 $20.9M
Lido Advisors, LLC 0.13% Add +4.4% 271,749 $20.6M
HighTower Advisors, LLC 0.03% Reduce -18.8% 268,333 $20.3M
BNP Paribas Financial Markets 0.02% Reduce -94.6% 261,041 $19.8M
Steward Partners Investment Advisory, LLC 0.17% Reduce -27.8% 255,985 $19.4M
Meiji Yasuda Life Insurance Co 0.36% No change 249,613 $18.9M
Janney Capital Management LLC 1.22% Reduce -3.5% 244,349 $18.5M
Pathstone Holdings, LLC 0.08% Add +1.3% 242,100 $18.3M
Millennium Management 0.02% Reduce -76.8% 234,118 $17.7M
Cwm, LLC 0.07% Add +3.1% 231,237 $17.5M
HSBC Holdings PLC 0.01% Reduce -1.9% 223,193 $16.9M
Passaic Partners LLC 2.41% Add +18.1% 219,045 $16.6M
Captrust Financial Advisors 0.05% Add +3.5% 219,005 $16.6M
Ensign Peak Advisors, Inc 0.03% Reduce -48.9% 215,219 $16.3M
Bank of Montreal 0.01% Reduce -29.0% 213,436 $16.2M
Advisory Alpha, LLC 0.56% Reduce -0.2% 208,306 $15.8M
Wealth Enhancement Advisory Services, LLC 0.03% Add +8.1% 206,267 $15.6M
Greenwood Gearhart LLC 1.08% Add +4.4% 206,122 $15.6M
Main Management LLC 1.27% Reduce -12.1% 206,100 $15.6M
Kestra Advisory Services, LLC 0.09% Add +17.6% 204,758 $15.5M
MML Investors Services, LLC 0.05% Reduce -28.8% 204,688 $15.5M
First Financial Bank - Trust Division 1.38% Reduce -1.6% 194,819 $14.7M
Camarda Financial Advisors, LLC 5.41% Add +2.0% 190,184 $14.4M
Cornerstone Capital, Inc. 1.51% Reduce -10.6% 190,016 $14.4M
Atria Wealth Solutions, Inc. 0.16% Add +7.7% 188,590 $14.3M
Equitable Holdings, Inc. 0.14% Add +8.2% 187,366 $14.2M
SG Americas Securities, LLC 0.06% Reduce -76.2% 182,409 $13.8M
Sequoia Financial Advisors, LLC 0.13% Add +1863.2% 181,695 $13.8M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.06% Add +92.2% 177,456 $13.4M
Westwood Holdings Group Inc. 0.10% Add +2.5% 176,462 $13.4M
Vaughan David Investments LLC 0.31% Add +1.3% 175,778 $13.3M
Focus Partners Wealth 0.03% Add +449.8% 172,501 $13.1M
Trust Asset Management LLC 1.00% No change 169,157 $12.8M
Rockefeller Capital Management L.P. 0.03% Add +11.4% 161,972 $12.3M
Matauro, LLC 2.64% — 161,076 $12.2M
Prudent Investors Network, Inc. 3.49% Add +3.8% 157,409 $11.9M
German American Bancorp, Inc. 1.24% Add +1.5% 155,913 $11.8M
Wealth Advisors of Iowa, LLC 5.93% Add +0.3% 155,314 $11.8M
Simplex Trading, LLC 0.33% New 154,971 $11.7M
Biltmore Wealth Management, LLC 4.87% Add +0.7% 154,427 $11.7M
Clarity Financial LLC 1.38% Add +23.7% 152,795 $11.6M
Full Sail Capital, LLC 0.72% Reduce -0.3% 148,434 $11.2M
Fifth Third Securities, Inc. 0.93% Add +21.5% 144,463 $10.9M
PFG Advisors 0.67% Reduce -2.1% 144,386 $10.9M
Assetmark, Inc. 0.03% Reduce -52.4% 144,277 $10.9M
Asset Management One Co., Ltd. 0.04% Reduce -20.3% 143,200 $10.9M
Corient Private Wealth LP 0.02% Reduce -9.8% 154,849 $10.9M
Prime Capital Investment Advisors, LLC 0.16% Reduce -6.0% 142,511 $10.8M
B. Riley Wealth Advisors, Inc. 0.35% Reduce -14.9% 141,379 $10.7M
Coldstream Capital Management Inc. 0.23% Reduce -86.1% 140,475 $10.6M
Orion Porfolio Solutions, LLC 0.11% Reduce -4.0% 140,265 $10.6M
Orion Portfolio Solutions, LLC 0.11% Reduce -4.0% 140,265 $10.6M
Swan Global Investments, LLC 0.51% Reduce -12.4% 139,517 $10.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.29% Add +1954.2% 135,720 $10.3M
Walleye Capital LLC 0.11% Reduce -27.2% 135,143 $10.2M
Summit Securities Group LLC 3.77% Add +6252.4% 133,400 $10.1M
Agf Management Ltd. 0.05% Reduce -57.2% 130,025 $9.8M
MAI Capital Management 0.07% Add +2.6% 128,004 $9.7M
Rothschild Capital Partners, LLC 2.32% Add +21.8% 126,470 $9.6M
Advisory Services Network, LLC 0.18% Reduce -0.8% 125,525 $9.5M
Bedell Frazier Investment Counselling, LLC 2.31% Reduce -2.2% 123,296 $9.3M
Forte Capital LLC 1.05% Add +2.2% 122,866 $9.3M
TCV Trust & Wealth Management, Inc. 0.85% Add +1.2% 122,232 $9.3M
Prospera Financial Services Inc 0.21% Add +82.3% 121,334 $9.2M
Hudson Bay Capital Management LP 0.07% Reduce -33.1% 121,000 $9.2M
KCM Investment Advisors LLC 0.31% Reduce -2.2% 118,423 $9.0M
Atria Investments, Inc 0.11% Reduce -8.2% 117,000 $8.9M
Spirepoint Private Client, LLC 1.10% Add +8.1% 115,704 $8.8M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -66.3% 115,013 $8.7M
Peapack Gladstone Financial Corp. 0.12% Add +2.3% 113,664 $8.6M
NorthCoast Asset Management LLC 0.04% Reduce -0.1% 111,557 $8.4M
State of Tennessee, Department of Treasury 0.03% Reduce -13.2% 110,814 $8.4M
Cerity Partners LLC 0.02% Add +5.4% 109,529 $8.3M
NewEdge Advisors, LLC 0.05% Reduce -4.9% 109,630 $8.3M
Sanctuary Advisors, LLC 0.05% Reduce -2.9% 105,287 $8.2M
Dakota Wealth Management 0.19% Add +5.7% 108,403 $8.2M
Gunma Bank,Ltd. 2.68% New 107,300 $8.1M
Kwmg, LLC 0.83% Reduce -0.9% 106,964 $8.1M
U.S. Capital Wealth Advisors, LLC 0.25% Add +0.1% 105,939 $8.0M
Cordatus Wealth Management LLC 2.07% Add +209.7% 103,921 $7.9M
J.W. Cole Advisors, Inc. 0.32% Reduce -10.7% 103,453 $7.8M
Armstrong Advisory Group, Inc. 0.62% Add +4.1% 103,110 $7.8M
Meritage Portfolio Management 0.48% Reduce -1.9% 102,867 $7.8M
Capital Investment Advisors, LLC 0.16% Reduce -0.4% 102,187 $7.7M
First Interstate Bank 0.46% Reduce -2.2% 101,169 $7.7M
Mirae Asset Securities (usa) Inc. 0.36% Reduce -32.6% 101,050 $7.6M
Renaissance Technologies 0.01% Reduce -42.4% 100,800 $7.6M
Independent Financial Group, LLC 0.25% Add +10.7% 100,454 $7.6M
SteelPeak Wealth, LLC 0.31% Add +1089.4% 99,506 $7.5M
Benjamin Edwards Inc. 0.11% Add +6.8% 99,146 $7.5M
Twin Focus Capital Partners, LLC 1.10% Add +6.4% 98,565 $7.5M
Virtue Capital Management, LLC 1.49% Add +11.0% 98,043 $7.4M
Wela Strategies, Inc. 3.18% New 118,421 $7.4M
Hollow Brook Wealth Management LLC 2.24% No change 96,354 $7.3M
Graypoint LLC 0.44% Add +24.1% 96,200 $7.3M
Tidal Investments LLC 0.06% Add +47.5% 95,356 $7.2M
Avalon Capital Management 2.32% Reduce -16.5% 95,117 $7.2M
Charles Schwab Investment Management Inc. 0.00% Reduce -5.3% 95,058 $7.2M
Madrid Financial Services 5.69% — 94,656 $7.2M
Krilogy Financial LLC 0.47% Reduce -2.5% 93,836 $7.1M
Concurrent Investment Advisors, LLC 0.19% Reduce -45.0% 92,842 $7.0M
Sumitomo Mitsui Financial Group, Inc. 0.09% Add +0.2% 92,131 $7.0M
Beacon Pointe Advisors, LLC 0.08% Add +7.5% 91,046 $6.9M
Creative Planning 0.01% Add +24.6% 90,025 $6.8M
Robertson Stephens Wealth Management, LLC 0.24% Add +1.4% 88,634 $6.7M
Csenge Advisory Group 0.36% Reduce -0.4% 88,593 $6.7M
Integrated Wealth Concepts LLC 0.08% Reduce -14.1% 88,576 $6.7M
Edgewood Management LLC 0.02% No change 88,286 $6.7M
IHT Wealth Management, LLC 0.21% Add +14.3% 86,243 $6.5M
Morton Community Bank 1.71% Add +0.0% 85,357 $6.5M
Nottingham Advisors, Inc. 0.79% Reduce -8.2% 82,764 $6.3M
Sigma Planning Corp 0.20% Reduce -10.9% 82,459 $6.2M
Modern Wealth Management, LLC 0.23% New 80,752 $6.1M
Trek Financial, LLC 0.46% Reduce -8.2% 80,625 $6.1M
&partners 0.07% Add +46.3% 78,724 $6.1M
Riggs Asset Managment Co. Inc. 1.61% Add +0.9% 79,610 $6.0M
Jones Financial Companies LLLP 0.01% Add +80.4% 78,719 $6.0M
Comerica Bank 0.02% Reduce -4.3% 78,463 $5.9M
Vectors Research Management, LLC 2.02% Reduce -5.8% 78,259 $5.9M
Chevy Chase Trust Holdings, LLC 0.02% Add +9.1% 77,872 $5.9M
Vista Finance, LLC 6.04% Reduce -0.6% 77,738 $5.9M
Bar Harbor Wealth Management 0.38% Add +1.2% 77,248 $5.8M
Silvercrest Asset Management Group LLC 0.04% Add +0.3% 77,211 $5.8M
Algorithmic Investment Models, LLC 4.50% Add +28.6% 77,072 $5.8M
GTS Securities LLC 0.28% Reduce -70.3% 75,859 $5.7M
Spire Wealth Management 0.18% Add +2.0% 75,404 $5.7M
IFG Advisory, LLC 0.32% Add +27.5% 74,445 $5.6M
Graham Capital Management, L.P. 0.27% Reduce -62.8% 74,000 $5.6M
Meridian Investment Counsel Inc. 1.66% Add +15.9% 73,572 $5.6M
Chemung Canal Trust Co. 1.15% Add +11.0% 73,169 $5.5M
Madison Park Capital Advisors, LLC 4.41% New 73,032 $5.5M
Perkins Coie Trust Co 1.20% Reduce -1.5% 72,020 $5.5M
Soros Fund Management 0.14% New 72,000 $5.4M
Silverleafe Capital Partners, LLC 1.71% Add +99.6% 71,247 $5.4M
IFP Advisors, Inc 0.18% Add +15.7% 71,025 $5.4M
Regal Investment Advisors LLC 0.40% Reduce -3.2% 70,578 $5.3M
CIBC Private Wealth Group LLC 0.01% Add +2.4% 70,130 $5.3M
Allworth Financial LP 0.03% Add +5.6% 67,894 $5.3M
Toth Financial Advisory Corp. 0.62% Add +10.1% 69,512 $5.3M
Private Wealth Advisors, LLC 2.28% Add +0.2% 68,980 $5.2M
Innova Wealth Partners 3.29% New 68,915 $5.2M
HTLF Bank 0.59% Reduce -0.4% 68,586 $5.2M
Mountain Hill Investment Partners Corp. 5.16% — 66,986 $5.1M
Northstar Advisory Group, LLC 2.57% Add +48.4% 66,798 $5.1M
Brave Asset Management Inc. 1.60% Reduce -1.0% 66,567 $5.0M
Sound View Wealth Advisors Group, LLC 0.40% Add +7.5% 66,240 $5.0M
Freestone Capital Holdings, LLC 0.17% Add +4.9% 65,339 $4.9M
Granby Capital Management, LLC 2.55% No change 65,000 $4.9M
Quantessence Capital LLC 2.02% — 64,953 $4.9M
Miller Howard Investments Inc. 0.16% Add +253.2% 64,760 $4.9M
Signal Advisors Wealth, LLC 0.55% Add +124.2% 63,816 $4.8M
Ocean Park Asset Management, LLC 0.16% Add +5.3% 63,392 $4.8M
Vickerman Investment Advisors, Inc. 1.30% Reduce -4.3% 63,098 $4.8M
Snowden Capital Advisors LLC 0.15% Add +1.0% 62,829 $4.8M
Fluent Financial, LLC 2.10% New 62,812 $4.8M
Strategic Wealth Investment Group, LLC 0.26% Reduce -17.9% 62,760 $4.8M
Martin & Co. Inc. 1.17% Reduce -3.9% 62,324 $4.7M
RFG Advisory, LLC 0.13% Reduce -22.6% 61,641 $4.7M
Gladstone Institutional Advisory LLC 0.22% Reduce -20.4% 61,408 $4.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.11% Add +92.9% 61,362 $4.6M
Mgo One Seven LLC 0.18% Reduce -3.6% 61,042 $4.6M
Theory Financial LLC 1.93% Add +2.2% 60,927 $4.6M
Courier Capital LLC 0.31% Reduce -3.0% 59,757 $4.5M
GPS Wealth Strategies Group, LLC 0.57% Add +3.1% 58,912 $4.5M
Alliancebernstein L.P. 0.00% New 58,046 $4.4M
National Bank of Canada 0.01% Add +130.9% 57,825 $4.4M
Avantax Advisory Services, Inc. 0.03% Reduce -4.9% 57,518 $4.4M
Key Client Fiduciary Advisors, LLC 1.94% Reduce -1.4% 57,148 $4.3M
AmeriServ Wealth Advisors 2.33% — 57,100 $4.3M
Centaurus Financial, Inc. 0.26% Reduce -2.2% 57,075 $4.3M
Morningstar Investment Management LLC 0.33% Add +20.5% 55,901 $4.2M
IMZ Advisory Inc 1.90% Add +26.6% 54,944 $4.2M
Foguth Wealth Management, LLC. 1.09% Add +92.9% 52,230 $4.2M
Cadent Capital Advisors, LLC 1.44% Add +2.8% 54,604 $4.1M
Centiva Capital, LP 0.16% New 54,500 $4.1M
Measured Wealth Private Client Group, LLC 1.33% Add +11.8% 54,473 $4.1M
Altfest L J & Co. Inc. 0.53% Add +687.9% 54,469 $4.1M
Omnia Family Wealth, LLC 1.70% Reduce -7.1% 54,432 $4.1M
Blair William & Co. 0.01% Reduce -3.2% 54,347 $4.1M
Avitas Wealth Management LLC 0.57% Reduce -0.1% 54,343 $4.1M
Legacy Private Trust Co. 0.27% Add +6.4% 54,064 $4.1M
Denver Wealth Management, Inc. 1.82% Add +2.5% 53,491 $4.0M
Appleton Partners Inc. 0.30% Reduce -2.5% 53,159 $4.0M
One Wealth Map LLC 2.44% Reduce -3.4% 50,104 $4.0M
Stableford Capital II LLC 1.58% Reduce -1.0% 52,902 $4.0M
Harbour Investments, Inc. 0.11% Add +31.8% 52,824 $4.0M
Financial Advocates Investment Management 0.23% Add +165.9% 52,754 $4.0M
Valence8 US LP 1.90% Add +0.6% 52,247 $4.0M
Mercer Global Advisors Inc. 0.01% Add +69.2% 52,172 $3.9M
Estate Counselors, LLC 0.42% Reduce -63.2% 52,172 $3.9M
Wedbush Securities Inc. 0.14% Add +14.0% 51,972 $3.9M
Amica Mutual Insurance Co. 0.40% No change 51,924 $3.9M
Roundview Capital LLC 0.27% Add +1.2% 51,914 $3.9M
Park Avenue Securities LLC 0.04% Add +15.4% 51,740 $3.9M
Exencial Wealth Advisors, LLC 0.14% Reduce -3.7% 51,491 $3.9M
Waycross Investment Management Co 4.07% Add +2.5% 51,056 $3.9M
HCR Wealth Advisors 0.48% Add +0.7% 50,496 $3.8M
AQR Capital Management 0.00% Reduce -37.4% 49,913 $3.8M
Berger Financial Group, Inc 0.26% Reduce -3.2% 49,895 $3.8M
Demars Financial Group, LLC 1.65% New 49,865 $3.8M
Ellis Investment Partners, LLC 0.74% Add +13.4% 49,827 $3.8M
Primoris Wealth Advisors, LLC 2.86% Reduce -28.5% 49,679 $3.8M
Sabal Trust CO 0.22% Reduce -2.0% 49,636 $3.8M
MIdWestOne Financial Group, Inc. 0.52% Add +4.0% 49,361 $3.7M
EP Wealth Advisors, LLC 0.03% Reduce -0.8% 49,266 $3.7M
StoneX Group Inc. 0.21% Add +64.1% 49,243 $3.7M
Fifth Third Bancorp 0.01% Reduce -5.7% 48,828 $3.7M
Second Half Financial Partners, LLC 1.79% Reduce -18.0% 48,523 $3.7M
Ayalon Insurance Comp Ltd. 1.13% Reduce -2.0% 48,153 $3.6M
Flagship Harbor Advisors, LLC 0.19% Reduce -83.1% 47,901 $3.6M
AlphaMark Advisors, LLC 1.56% Add +0.9% 47,744 $3.6M
Oppenheimer & Co. Inc. 0.05% Reduce -21.5% 47,582 $3.6M
Innealta Capital, LLC 1.74% No change 47,170 $3.6M
Verde Servicos Internacionais S.A. 1.53% New 47,000 $3.6M
Brookstone Capital Management 0.05% Reduce -37.1% 46,441 $3.5M
Fiduciary Group, LLC 0.35% Reduce -2.3% 46,295 $3.5M
Brevan Howard Capital Management LP 0.09% Reduce -16.9% 46,198 $3.5M
Perbak Capital Partners LLP 1.86% New 45,944 $3.5M
Centurion Wealth Management LLC 1.08% Add +6.0% 45,765 $3.5M
Kestra Private Wealth Services, LLC 0.06% Reduce -1.2% 45,652 $3.5M
Paragon Financial Partners, Inc. 2.58% Reduce -10.8% 45,210 $3.4M
LMR Partners LLP 0.08% Add +567.3% 44,978 $3.4M
Trust Co. of Oklahoma 1.08% Add +4.3% 44,853 $3.4M
Apriem Advisors 0.39% Reduce -0.6% 44,800 $3.4M
Cranbrook Wealth Management, LLC 0.78% Reduce -3.7% 44,601 $3.4M
Summit Financial, LLC 0.12% Add +11.7% 44,498 $3.4M
Hamel Associates, Inc. 1.07% Reduce -0.0% 44,100 $3.3M
Canal Capital Management, LLC 0.54% New 43,857 $3.3M
Wealth Quarterback LLC 1.55% Reduce -13.6% 43,727 $3.3M
Forbes J M & Co. LLP 0.32% No change 43,342 $3.3M
Axxcess Wealth Management, LLC 0.08% Add +25.7% 43,287 $3.3M
ADG Wealth Management Group, LLC 2.90% — 43,207 $3.3M
CENTRAL TRUST Co 0.08% Reduce -16.1% 42,835 $3.2M
Advisors Capital Management, LLC 0.05% New 42,744 $3.2M
Valmark Advisers, Inc. 0.05% Add +43.7% 42,451 $3.2M
Provident Co of the Employees of the Hebrew University LTD 3.73% Add +1.2% 42,353 $3.2M
Focus Financial Network, Inc. 0.13% Add +50.3% 41,864 $3.2M
MFG Wealth Management, Inc. 2.87% — 41,373 $3.1M
Bray Capital Advisors 0.85% Reduce -13.8% 41,371 $3.1M
S. R. Schill & Associates 2.61% Reduce -7.4% 41,244 $3.1M
Financial Partners Group, LLC 1.29% Add +77.7% 41,073 $3.1M
FNY Investment Advisers, LLC 1.63% Add +2641.6% 41,015 $3.1M
FMR LLC 0.00% Add +9.2% 40,568 $3.1M
Cibc World Markets Corp. 0.02% Add +43.4% 39,941 $3.0M
Associated Banc-Corp 0.09% Add +0.0% 39,680 $3.0M
NBT Bank, N.A. 0.21% Reduce -2.1% 39,647 $3.0M
Turtle Creek Wealth Advisors, LLC 0.69% Reduce -24.2% 39,332 $3.0M
Old National Bancorp 0.07% Add +6.1% 39,186 $3.0M
DAVENPORT & Co LLC 0.02% Reduce -56.8% 38,913 $2.9M
Investment Partners, LTD. 1.21% No change 38,795 $2.9M
Integrated Advisors Network LLC 0.14% Add +28.9% 38,760 $2.9M
Integrity Alliance, Llc. 0.31% — 38,139 $2.9M
Ausdal Financial Partners, Inc. 0.25% Add +897.5% 38,036 $2.9M
Providence First Trust Co 1.08% Add +0.7% 38,036 $2.9M
WBH Advisory Inc. 0.27% Reduce -0.7% 37,946 $2.9M
Waverly Advisors, LLC 0.04% Reduce -7.0% 37,738 $2.9M
Keybank National Association 0.01% Reduce -0.2% 37,737 $2.9M
Farmers & Merchants Trust Co of Chambersburg PA 1.08% Add +1.2% 37,673 $2.9M
First Merchants Corp. 0.11% Reduce -1.5% 37,605 $2.8M
M&T Bank Corp 0.01% Add +0.1% 37,548 $2.8M
LCM Capital Management Inc 1.59% Add +0.2% 37,203 $2.8M
Eisler Capital Management Ltd. 0.09% — 36,811 $2.8M
CoreCap Advisors, LLC 0.13% Reduce -17.4% 37,012 $2.8M
St Germain D J Co. Inc. 0.13% Add +6.5% 36,884 $2.8M
Montag A & Associates Inc. 0.13% Add +0.5% 36,668 $2.8M
Greenwood Capital Associates LLC 0.36% Reduce -1.8% 36,515 $2.8M
Fortis Group Advisors, LLC 0.51% Reduce -82.5% 36,358 $2.8M
West Financial Advisors, LLC 0.53% Add +9.3% 36,252 $2.7M
MV Capital Management, Inc. 0.29% Reduce -6.8% 36,102 $2.7M
Provida Pension Fund Administrator 0.06% No change 36,049 $2.7M
Koa Wealth Management, LLC 2.23% Reduce -4.0% 36,000 $2.7M
Cim Investment Management Inc. 0.80% Add +0.5% 35,996 $2.7M
Asset Allocation Strategies LLC 0.65% Reduce -31.9% 34,205 $2.7M
Foundations Investment Advisors, LLC 0.05% Reduce -21.1% 35,722 $2.7M
Canton Hathaway, LLC 0.67% Add +16.4% 35,463 $2.7M
PFG Investments, LLC 0.17% Add +4.3% 35,411 $2.7M
Corundum Group, Inc. 1.00% Add +58.2% 35,321 $2.7M
Sandy Spring Bank 0.11% Reduce -6.6% 35,257 $2.7M
Cary Street Partners Financial LLC 0.09% — 35,173 $2.7M
Park Edge Advisors, LLC 0.77% Add +13.0% 35,096 $2.7M
Retireful, LLC 1.48% New 34,793 $2.6M
Prosperity Consulting Group, LLC 0.20% Add +22.5% 34,765 $2.6M
Schonfeld Strategic Advisors LLC 0.02% Add +3470600.0% 34,707 $2.6M
Global Retirement Partners, LLC 0.08% Reduce -7.3% 34,700 $2.6M
City Center Advisors, LLC 2.94% Reduce -22.2% 34,548 $2.6M
Wayfinding Financial, LLC 1.40% Reduce -10.0% 34,503 $2.6M
TAP Consulting, LLC 0.53% Add +0.8% 34,479 $2.6M
Jefferies Financial Group Inc. 0.03% Add +164.7% 34,404 $2.6M
TRUE Private Wealth Advisors 0.31% Add +0.4% 34,182 $2.6M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -12.0% 34,091 $2.6M
Winthrop Capital Management, LLC 0.69% Reduce -3.9% 34,002 $2.6M
Verition Fund Management LLC 0.01% Add +41.6% 34,028 $2.6M
American Assets Investment Management, LLC 0.21% No change 34,000 $2.6M
Simmons Bank 0.19% Reduce -0.1% 33,738 $2.6M
Huntington National Bank 0.02% Add +1.4% 33,727 $2.6M
Collaborative Wealth Managment Inc. 1.15% Reduce -4.2% 33,609 $2.5M
Pinnacle Financial Partners Inc 0.05% Add +0.8% 33,240 $2.5M
SeaCrest Wealth Management, LLC 0.26% Reduce -6.7% 32,293 $2.4M
J. Goldman & Co LP 0.09% Add +363.0% 32,167 $2.4M
Howard Capital Management Group, LLC 0.17% Reduce -2.2% 31,876 $2.4M
CX Institutional 0.10% Add +13.4% 31,855 $2.4M
Rye Brook Capital LLC 2.89% New 31,800 $2.4M
Fairvoy Private Wealth, LLC 0.64% — 31,779 $2.4M
Glenmede Trust Co. NA 0.01% Reduce -11.1% 31,736 $2.4M
New Wave Wealth Advisors LLC 0.98% Add +2.1% 31,438 $2.4M
D.A. Davidson & Co. 0.02% Reduce -43.4% 31,393 $2.4M
D L Carlson Investment Group Inc. 0.42% Reduce -4.1% 31,064 $2.4M
Rockport Wealth LLC 1.04% Reduce -84.9% 30,632 $2.3M
Atlas Capital Advisors Inc. 0.30% Reduce -14.8% 30,973 $2.3M
Alpha Cubed Investments, LLC 0.11% Add +178.4% 30,506 $2.3M
Allianz Asset Management GmbH 0.00% Add +263.1% 30,500 $2.3M
Tyler-Stone Wealth Management 0.41% Add +36.0% 30,486 $2.3M
Spectrum Wealth Counsel, LLC 0.27% Reduce -0.2% 30,338 $2.3M
Pallas Capital Advisors LLC 0.10% Add +0.3% 30,301 $2.3M
Wilson & Boucher Capital Management, LLC 1.62% Reduce -1.7% 30,294 $2.3M
Sage Capital Advisors,llc 0.59% Add +0.7% 29,734 $2.3M
Kingsview Wealth Management, LLC 0.04% Reduce -93.2% 29,548 $2.2M
Bank of Nova Scotia 0.00% Reduce -78.0% 29,031 $2.2M
Zullo Investment Group, Inc. 0.89% Reduce -1.5% 29,005 $2.2M
Summit Trail Advisors, LLC 0.08% Reduce -78.9% 28,951 $2.2M
Modera Wealth Management, LLC 0.03% Reduce -2.2% 28,856 $2.2M
Smith Thornton Advisors LLC 1.37% Reduce -0.1% 28,747 $2.2M
Ameritas Advisory Services, LLC 0.08% Add +1.0% 28,743 $2.2M
Private Capital Management, LLC 0.23% Reduce -16.5% 28,568 $2.2M
Laurel Wealth Advisors LLC 0.34% Add +9.4% 28,563 $2.2M
Synovus Financial Corp. 0.03% Reduce -46.8% 28,538 $2.2M
Encompass More Asset Management 0.71% Add +390.3% 28,420 $2.2M
LM Advisors LLC 0.39% Reduce -5.2% 28,244 $2.1M
Butensky & Cohen Financial Security, Inc. 0.67% Add +0.6% 28,216 $2.1M
AMG National Trust Bank 0.06% Add +4.8% 28,068 $2.1M
Kazazian Asset Management, LLC 1.67% — 28,000 $2.1M
Symmetry Partners, LLC 0.30% Add +23.1% 27,956 $2.1M
Lake Hills Wealth Management, LLC 1.44% Add +7.1% 27,867 $2.1M
Shepherd Financial Partners LLC 0.25% Add +1.1% 27,662 $2.1M
Everstar Asset Management, LLC 1.47% Reduce -2.0% 27,443 $2.1M
Clearbridge Investments, LLC 0.00% No change 27,392 $2.1M
Patten & Patten Inc. 0.14% Reduce -1.3% 27,359 $2.1M
Callan Capital, LLC 0.15% Reduce -3.9% 27,068 $2.0M
Fox Hill Wealth Management 1.16% Reduce -1.1% 27,042 $2.0M
Commerce Bank 0.01% Reduce -3.3% 26,987 $2.0M
Premier Path Wealth Partners, LLC 0.31% Add +9.7% 26,968 $2.0M
Ranch Capital Advisors Inc. 0.96% Add +6.5% 26,786 $2.0M
Journey Strategic Wealth LLC 0.08% Add +67.1% 26,531 $2.0M
Wealthcare Advisory Partners LLC 0.06% Reduce -13.9% 26,478 $2.0M
Johnson Investment Counsel Inc. 0.02% Add +7.8% 26,043 $2.0M
Maven Securities LTD 0.32% Reduce -19.5% 26,030 $2.0M
Beck Bode, LLC 0.36% No change 25,947 $2.0M
JSF Financial, LLC 0.52% Add +3.4% 25,873 $2.0M
Perigon Wealth Management, LLC 0.05% Reduce -45.3% 24,640 $1.9M
Mechanics Bank Trust Department 0.26% Add +2.5% 25,577 $1.9M
RPg Family Wealth Advisory, LLC 0.68% Add +13.6% 25,521 $1.9M
Crews Bank & Trust 0.33% — 25,487 $1.9M
AE Wealth Management LLC 0.02% Reduce -75.3% 25,359 $1.9M
Koshinski Asset Management, Inc. 0.16% Reduce -1.6% 25,180 $1.9M
Cabana LLC 9.39% Add +20.0% 25,054 $1.9M
Consolidated Investment Group LLC 0.27% New 25,000 $1.9M
Fortem Financial Group, LLC 0.73% Add +2.1% 24,992 $1.9M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -41.6% 24,916 $1.9M
EHP Funds Inc. 1.94% New 24,800 $1.9M
Interactive Financial Advisors, Inc. 0.98% Add +4.0% 24,740 $1.9M
Ashton Thomas Private Wealth, LLC 0.07% Reduce -40.9% 24,666 $1.9M
Magnus Financial Group LLC 0.18% Add +20.0% 24,639 $1.9M
Mutual Advisors, LLC 0.05% Reduce -43.4% 23,652 $1.9M
Credit Agricole S A 0.01% Reduce -29.1% 24,570 $1.9M
World Investment Advisors 0.05% Reduce -29.7% 24,299 $1.8M
Choate Investment Advisors 0.04% Reduce -10.0% 24,120 $1.8M
Apollon Wealth Management, LLC 0.04% Add +10.1% 24,105 $1.8M
KOM Wealth Management Group, LLC 1.34% Add +12.0% 24,049 $1.8M
Securian Asset Management, Inc. 0.05% No change 24,000 $1.8M
Guidance Capital, Inc. 0.55% Add +11.1% 22,814 $1.8M
Woodmont Investment Counsel LLC 0.13% Reduce -0.2% 23,793 $1.8M
Great Valley Advisor Group, Inc. 0.04% Reduce -45.6% 23,786 $1.8M
Capital Investment Advisory Services, LLC 0.17% Add +0.5% 23,551 $1.8M
Wealthfront Advisers LLC 0.01% Add +12.5% 23,549 $1.8M
Private Trust Co. NA 0.18% Reduce -1.6% 23,489 $1.8M
Ironsides Asset Advisors, LLC 0.51% Add +1.4% 23,485 $1.8M
Midwest Financial Group LLC 1.02% Add +17.4% 23,433 $1.8M
Sendero Wealth Management, LLC 0.26% No change 23,375 $1.8M
Aspen Investment Management Inc 0.81% Add +13.6% 23,055 $1.7M
Lionsbridge Wealth Management LLC 1.46% Reduce -7.4% 22,933 $1.7M
WESPAC Advisors SoCal, LLC 0.39% Reduce -6.2% 22,857 $1.7M
Zuckerman Investment Group, LLC 0.17% Add +12.1% 22,057 $1.7M
Intrepid Financial Planning Group LLC 0.73% Reduce -3.9% 22,810 $1.7M
Accretive Wealth Partners, LLC 0.73% Reduce -0.1% 22,766 $1.7M
Franklin Street Advisors Inc. 0.11% No change 22,754 $1.7M
Performance Wealth Partners, LLC 0.05% Reduce -1.7% 22,433 $1.7M
M1 Capital Management LLC 0.91% — 22,360 $1.7M
Geneos Wealth Management Inc. 0.06% Reduce -64.1% 22,353 $1.7M
Orange Investment Advisors, Inc. 0.19% Reduce -0.7% 22,303 $1.7M
Kercheville Advisors, LLC 0.65% Reduce -3.5% 22,100 $1.7M
Manhattan West Asset Management, LLC 0.45% Add +113.7% 21,997 $1.7M
Hanseatic Management Services Inc. 2.11% Reduce -2.4% 21,910 $1.7M
ExodusPoint Capital Management, LP 0.02% New 21,646 $1.6M
Colton Groome Financial Advisors, LLC 0.62% Add +11.1% 21,555 $1.6M
Hollencrest Capital Management 0.07% Add +0.3% 21,543 $1.6M
Chilton Investment Co. Inc. 0.04% No change 21,500 $1.6M
Cresset Asset Management, LLC 0.01% Reduce -27.8% 21,423 $1.6M
Savior LLC 9.27% Add +0.4% 21,378 $1.6M
Accel Wealth Management 0.61% Add +3.5% 21,297 $1.6M
Sharper & Granite LLC 0.71% Add +3.7% 21,286 $1.6M
Connecticut Wealth Management, LLC 0.08% Add +249.6% 26,220 $1.6M
Peak Financial Advisors LLC 0.84% Add +0.6% 21,247 $1.6M
NCM Capital Management, LLC 0.72% Add +0.3% 21,159 $1.6M
Proffitt & Goodson Inc. 0.26% Add +0.2% 21,053 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +1.4% 20,968 $1.6M
Founders Financial Securities LLC 0.14% Add +11.8% 21,010 $1.6M
Venture Visionary Partners LLC 0.07% Add +0.8% 21,003 $1.6M
Stonebridge Financial Group, LLC 0.18% — 20,984 $1.6M
Ibex Wealth Advisors 0.19% New 20,924 $1.6M
Private Portfolio Partners LLC 0.29% Add +4.3% 20,918 $1.6M
Laraway Financial Advisors Inc 1.22% Add +2.1% 20,893 $1.6M
Sykon Capital LLC 0.54% Add +4.3% 20,767 $1.6M
Pinnacle Family Advisors, LLC 0.76% Add +79.9% 20,662 $1.6M
Community Bank, N.A. 0.20% Reduce -0.3% 20,523 $1.6M
HBK Sorce Advisory LLC 0.05% Add +16.8% 20,429 $1.5M
Citizens Financial Group Inc. 0.03% Add +3.2% 20,409 $1.5M
Corrado Advisors, LLC 1.01% Add +22.2% 20,408 $1.5M
Manchester Capital Management LLC 0.18% No change 20,405 $1.5M
Quadrature Capital Ltd 0.03% New 20,337 $1.5M
1ST Source Bank 0.09% Reduce -0.8% 20,276 $1.5M
Ssi Investment Management LLC 0.55% Reduce -0.1% 20,261 $1.5M
Aristides Capital LLC 0.48% Add +12.1% 20,188 $1.5M
Peoples Financial Services Corp. 0.71% Reduce -0.0% 20,187 $1.5M
Vontobel Holding Ltd. 0.01% Add +54.7% 20,140 $1.5M
Tepp RIA, LLC 2.23% — 19,898 $1.5M
Stamos Capital Partners, L.P. 0.35% Add +54.0% 19,820 $1.5M
CTC Alternative Strategies, Ltd. 1.94% New 19,800 $1.5M
Horizon Investments, LLC 0.04% Add +14.2% 19,616 $1.5M
Fulcrum Equity Management 1.45% Add +63.7% 19,379 $1.5M
Moneco Advisors, LLC 0.15% Add +27.1% 19,361 $1.5M
Counterweight Ventures, LLC 1.04% Add +3.7% 19,354 $1.5M
Trust Co 0.17% Add +8.5% 19,235 $1.5M
Floyd Financial Group LLC 1.19% — 19,155 $1.4M
Ransom Advisory, Ltd 0.66% Add +6.2% 19,037 $1.4M
Merit Financial Group, LLC 0.03% Add +46.2% 19,004 $1.4M
CreativeOne Wealth, LLC 0.04% Add +0.8% 18,897 $1.4M
Vantage Financial Partners, LLC 0.36% Reduce -4.7% 18,779 $1.4M
Atom Investors LP 0.18% New 18,717 $1.4M
Wealthedge Investment Advisors, LLC 0.63% — 18,593 $1.4M
Good Life Advisors, LLC 0.10% Add +86.0% 18,586 $1.4M
Cullen Capital Management, LLC 0.02% New 18,583 $1.4M
Raleigh Capital Management Inc. 0.54% Reduce -10.9% 18,579 $1.4M
Moulton Wealth Management, Inc. 1.08% Reduce -59.2% 18,576 $1.4M
Nvwm, LLC 0.35% Reduce -4.0% 18,492 $1.4M
Concentric Capital Strategies, LP 0.09% Reduce -76.8% 18,447 $1.4M
WP Advisors, LLC 0.47% Reduce -0.1% 18,441 $1.4M
Intrua Financial, LLC 0.23% Add +198.5% 18,432 $1.4M
Polymer Capital Management (HK) LTD 0.24% Add +119.3% 18,384 $1.4M
Asset Advisors Investment Management, LLC 0.14% Add +3.1% 18,098 $1.4M
Quantinno Capital Management LP 0.01% Add +34.4% 18,088 $1.4M
Freedom Financial Partners LLC 0.66% — 18,084 $1.4M
Arkadios Wealth Advisors 0.07% Add +10.4% 18,058 $1.4M
Strategic Blueprint, LLC 0.08% Add +10.5% 18,050 $1.4M
United Capital Financial Advisors, LLC 0.01% Reduce -14.8% 18,023 $1.4M
Parkside Investments, LLC 0.20% Reduce -28.0% 18,000 $1.4M
Western Wealth Management, LLC 0.07% Reduce -3.3% 17,815 $1.3M
Hudock, Inc. 0.23% Add +6.1% 17,684 $1.3M
Soltis Investment Advisors LLC 0.12% Add +174.7% 17,635 $1.3M
Paloma Partners Management Co 0.12% Add +5872.1% 17,558 $1.3M
Fig Financial Advisory Services Inc. 0.90% — 17,532 $1.3M
City Holding Co. 0.19% Reduce -7.8% 17,469 $1.3M
Stillwater Capital Advisors, LLC 0.16% Add +4.2% 17,425 $1.3M
TD Waterhouse Canada Inc. 0.01% Reduce -76.8% 17,418 $1.3M
Bank of New York Mellon Corp 0.00% Reduce -32.3% 17,252 $1.3M
JBR Co Financial Management Inc 0.79% Add +1.6% 17,226 $1.3M
Glass Jacobson Investment Advisors llc 0.43% Reduce -4.8% 17,199 $1.3M
Northeast Financial Consultants Inc 0.05% Add +0.9% 17,195 $1.3M
Heritage Wealth Advisors 0.06% Reduce -54.8% 17,180 $1.3M
Channel Wealth LLC 0.42% Reduce -44.7% 17,094 $1.3M
Larson Financial Group LLC 0.07% Add +27.4% 17,045 $1.3M
GeoWealth Management, LLC 0.04% Add +11.3% 17,042 $1.3M
Plustick Management LLC 0.83% No change 17,000 $1.3M
Certified Advisory Corp 0.14% Add +1.9% 16,914 $1.3M
WorthPointe, LLC 0.53% Reduce -2.5% 16,854 $1.3M
Hilltop Holdings Inc. 0.08% Reduce -74.7% 16,835 $1.3M
Sepio Capital, LP 0.10% Add +0.0% 16,716 $1.3M
Carnegie Investment Counsel 0.04% Add +0.7% 16,696 $1.3M
Stratos Wealth Partners, LTD. 0.02% Reduce -9.8% 16,640 $1.3M
Avior Wealth Management, LLC 0.05% Add +1.2% 16,606 $1.3M
Harbor Investment Advisory, LLC 0.12% Add +1.8% 16,570 $1.3M
Kovack Advisors, Inc. 0.12% Add +85.2% 16,559 $1.3M
Silver Coast Investments LLC 0.47% New 16,465 $1.2M
Arrow Financial Corp 0.12% Add +7.8% 16,434 $1.2M
Tiaa Trust, National Association 0.00% Reduce -73.4% 16,400 $1.2M
Moors & Cabot, Inc. 0.06% Add +9.2% 16,256 $1.2M
Altura Wealth Advisors Inc. 0.90% Reduce -12.6% 16,069 $1.2M
Keystone Financial Group 0.12% Add +5.3% 16,046 $1.2M
Nvest Financial, LLC 0.61% Reduce -3.9% 15,974 $1.2M
Kraft, Davis & Associates, LLC 0.34% Reduce -43.6% 15,237 $1.2M
Stephens Inc. 0.02% Reduce -28.1% 15,921 $1.2M
Econ Financial Services Corp 0.69% New 15,906 $1.2M
Arete Wealth Advisors, LLC 0.09% Add +4.9% 15,916 $1.2M
Shum Financial Group, Inc. 1.03% Add +0.8% 15,698 $1.2M
Aster Capital Management (DIFC) Ltd 0.45% New 15,698 $1.2M
Evernest Financial Advisors, LLC 0.31% Add +10.6% 15,631 $1.2M
Diversified Enterprises, LLC 0.11% Add +2.5% 15,614 $1.2M
Y-Intercept (Hong Kong) Ltd 0.08% New 15,604 $1.2M
Two Sigma Securities, LLC 0.21% Add +105.7% 15,589 $1.2M
Patriot Investment Management Group, Inc. 0.09% Reduce -0.9% 15,519 $1.2M
Private Wealth Group, LLC 0.57% Add +1.5% 15,508 $1.2M
Grandview Asset Management LLC 0.43% Add +223.6% 15,482 $1.2M
Farmers Trust Co. 0.22% Reduce -3.0% 15,477 $1.2M
Clear Creek Financial Management, LLC 0.13% Add +123.5% 15,455 $1.2M
Adapt Wealth Advisors, LLC 0.58% Reduce -82.0% 15,441 $1.2M
Granite Harbor Advisors, Inc. 0.65% Add +4.3% 15,428 $1.2M
Essential Planning, LLC. 0.01% New 14,698 $1.2M
Lee Danner & Bass Inc. 0.09% Reduce -5.8% 15,364 $1.2M
Country Club Bank 0.08% Add +1.3% 15,231 $1.2M
Allred Capital Management, LLC 0.45% Add +70.1% 15,233 $1.2M
Brown Advisory Inc. 0.00% Add +31.1% 15,194 $1.2M
Financial Counselors Inc. 0.02% Reduce -4.5% 15,115 $1.1M
Terra Nova Asset Management LLC 0.87% Add +0.6% 15,073 $1.1M
International Assets Investment Management, LLC 0.09% Reduce -88.6% 14,751 $1.1M
Freedom Investment Management, Inc. 0.09% Reduce -43.0% 14,751 $1.1M
Personal Cfo Solutions, LLC 0.22% Add +25.0% 14,749 $1.1M
Marshall Investment Management, LLC 0.65% — 13,733 $1.1M
Venturi Wealth Management, LLC 0.05% Reduce -0.7% 14,639 $1.1M
Wincap Financial LLC 1.12% — 14,577 $1.1M
Rock Point Advisors, LLC 0.32% New 14,318 $1.1M
J. Safra Sarasin Holding AG 0.02% Add +46.2% 14,240 $1.1M
Treynor Bancshares, Inc. 1.14% Add +18.7% 14,245 $1.1M
Parallel Advisors, LLC 0.02% Reduce -5.0% 14,236 $1.1M
St. Nicholas Private Asset Management, Inc. 0.96% — 14,220 $1.1M
Arkfeld Wealth Strategies, L.L.C. 0.49% Add +0.4% 14,362 $1.1M
Castleview Partners, LLC 0.58% Reduce -7.3% 14,064 $1.1M
SMART Wealth LLC 0.38% Reduce -52.3% 14,056 $1.1M
WealthShield Partners, LLC 0.15% Reduce -1.8% 14,022 $1.1M
Silver Oak Securities, Incorporated 0.10% Add +491.8% 14,003 $1.1M
Cladis Investment Advisory, LLC 0.75% Add +1.5% 13,917 $1.1M
Afg Fiduciary Services Limited Partnership 0.74% Reduce -0.7% 13,514 $1.0M
Shulman DeMeo Asset Management LLC 0.28% Reduce -0.1% 13,708 $1.0M
Sage Capital Management, LLC 0.52% Add +0.6% 13,697 $1.0M
Nwam LLC 0.06% Add +8.6% 13,665 $1.0M
Wellington Management Group LLP 0.00% Reduce -21.4% 13,656 $1.0M
Sowa Financial Group, Inc. 0.64% Reduce -3.5% 13,533 $1.0M
Regions Financial Corp. 0.01% Reduce -5.7% 13,492 $1.0M
SVB Wealth LLC 0.02% New 13,470 $1.0M
Resonant Capital Advisors, LLC 0.07% Reduce -0.1% 13,465 $1.0M
Gerber Kawasaki Wealth & Investment Management 0.04% Add +5.5% 13,456 $1.0M
Fifth Lane Capital, LP 3.00% New 13,217 $1.0M
Creekside Partners 0.52% Add +12.0% 13,202 $999K
Waterway Wealth Management, LLC 0.44% Reduce -12.5% 13,155 $996K
Fourth Dimension Wealth, LLC 0.52% — 13,125 $994K
Stone Summit Wealth LLC 0.33% Reduce -0.2% 13,110 $992K
First Horizon Advisors, Inc. 0.03% Add +0.7% 13,088 $991K
OneDigital Investment Advisors LLC 0.01% Add +0.2% 12,958 $981K
Belpointe Asset Management LLC 0.06% Reduce -4.7% 12,845 $980K
WestEnd Advisors, LLC 0.02% Reduce -99.0% 12,856 $973K
Waldron Private Wealth LLC 0.04% No change 12,789 $968K
Montecito Bank & Trust 0.17% No change 12,778 $967K
Pettyjohn, Wood & White, Inc. 0.18% Add +2.5% 12,702 $961K
Edgestream Partners, L.P. 0.04% Reduce -52.4% 12,692 $961K
Samalin Investment Counsel, LLC 0.41% Reduce -1.1% 12,683 $960K
3EDGE Asset Management, LP 0.06% New 12,656 $958K
CRA Financial Services, LLC 0.16% Reduce -1.0% 12,560 $951K
Telos Capital Management, Inc. 0.10% Reduce -2.0% 12,554 $950K
Forvis Mazars Wealth Advisors, LLC 0.02% No change 12,504 $946K
Bfsg, LLC 0.11% Reduce -3.1% 12,503 $946K
Essex LLC 0.20% Add +6.2% 12,498 $946K
OneAscent Financial Services LLC 0.08% New 12,449 $942K
Triangle Securities Wealth Management 0.24% Reduce -0.6% 12,426 $941K
Jacobi Capital Management LLC 0.07% Reduce -1.1% 12,409 $939K
Noesis Capital Mangement Corp. 0.18% Reduce -5.3% 12,297 $931K
Teamwork Financial Advisors, LLC 0.12% Reduce -39.5% 12,227 $925K
Purus Wealth Management, LLC 0.37% New 12,190 $923K
Capital Advisors, Ltd. LLC 0.12% Add +1.1% 12,166 $921K
Allie Family Office LLC 0.51% Reduce -2.5% 12,143 $919K
Central Bank & Trust Co. 0.14% Reduce -1.8% 12,118 $917K
World Equity Group, Inc. 0.20% Add +220.8% 12,104 $916K
Compound Planning, Inc. 0.05% Reduce -20.0% 12,094 $915K
Apexium Financial, LP 0.06% Reduce -2.4% 12,084 $915K
Solutions 4 Wealth, Ltd 1.66% Add +0.7% 12,083 $915K
Sowell Financial Services LLC 0.05% Reduce -48.1% 12,020 $910K
Councilor Wealth, LLC 0.43% Add +0.5% 11,873 $899K
Meridian Wealth Management, LLC 0.04% Add +2.6% 11,918 $898K
Narwhal Capital Management 0.08% No change 11,822 $895K
PCG Asset Management, LLC 0.78% — 11,805 $894K
Joseph P. Lucia & Associates, LLC 0.40% Add +44.2% 11,794 $893K
PSI Advisors, LLC 0.26% Add +1.8% 11,635 $881K
Cypress Capital Group 0.11% Reduce -12.6% 11,634 $881K
Penobscot Wealth Management 0.40% Add +5.6% 11,581 $877K
Jmac Enterprises LLC 0.14% Reduce -0.2% 11,550 $874K
Northwestern Mutual Wealth Management Co. 0.00% Add +57.1% 11,541 $874K
Florida Financial Advisors, LLC 0.39% Add +21.5% 11,478 $869K
Jackson, Grant Investment Advisers, Inc. 0.33% Reduce -3.1% 11,462 $868K
L.M. Kohn & Company 0.22% Reduce -38.4% 11,405 $863K
David J Yvars Group 0.52% Add +0.2% 11,360 $860K
Chesapeake Wealth Management 0.29% Reduce -0.0% 11,345 $859K
Welch Group, LLC 0.04% New 11,255 $853K
Lokken Investment Group LLC 0.37% Reduce -9.6% 11,193 $847K
Hills Bank & Trust Co 0.06% Reduce -8.6% 11,085 $839K
Glaxis Capital Management, LLC 2.30% New 11,000 $833K
Bramshill Investments, LLC 0.13% New 11,000 $833K
Boltwood Capital Management 0.25% Add +0.6% 10,983 $831K
Neuberger Berman Group LLC 0.00% Reduce -22.9% 10,953 $829K
Silverlake Wealth Management LLC 0.32% Add +1.2% 10,919 $826K
Abbot Financial Management, Inc. 0.41% No change 10,775 $816K
Investment House LLC 0.04% No change 10,700 $810K
St. Louis Financial Planners Asset Management, LLC 0.58% New 10,689 $809K
Platform Technology Partners 0.24% Add +11.3% 10,670 $808K
Lynx Investment Advisory 0.55% Add +4.5% 10,648 $806K
One Capital Management, LLC 0.03% Reduce -14.3% 10,579 $801K
Tocqueville Asset Management L.P. 0.01% Reduce -13.4% 10,560 $799K
First Trust Advisors LP 0.00% New 10,553 $799K
Mirador Capital Partners LP 0.14% Add +5.8% 10,517 $796K
Man Group plc 0.00% New 10,510 $796K
Pine Valley Investments Ltd Liability Co 0.05% Add +11.1% 10,504 $795K
Financial & Tax Architects, LLC 0.20% Add +8.1% 10,421 $789K
Camelot Technology Advisors, Inc. 0.72% Add +1.0% 10,394 $787K
Solstein Capital, LLC 0.44% Reduce -26.4% 10,346 $783K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Add +12.0% 10,303 $780K
Capital Insight Partners, LLC 0.13% New 10,288 $779K
FIL Ltd 0.00% Add +1.1% 10,273 $778K
Stockman Wealth Management, Inc. 0.12% Add +3.2% 10,216 $773K
Powell Investment Advisors, LLC 0.36% No change 10,215 $773K
ERn Financial, LLC 0.12% Add +18.1% 10,208 $773K
NewEdge Wealth, LLC 0.01% Add +11.4% 10,206 $772K
CWC Advisors, LLC. 0.77% Reduce -6.2% 10,158 $769K
Diligent Investors, LLC 0.18% Add +0.0% 10,154 $769K
Texas Yale Capital Corp. 0.03% No change 10,075 $763K
Capital Square, LLC 0.43% Reduce -9.1% 9,577 $761K
Meridian Financial Advisors, LLC 0.52% Add +9.7% 10,039 $760K
Destiny Capital Corp 0.46% Reduce -3.3% 10,012 $758K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.11% Reduce -3.9% 9,963 $754K
McGlone Suttner Wealth Management, Inc. 0.13% Add +32.6% 9,910 $750K
Dumont & Blake Investment Advisors LLC 0.20% Reduce -1.2% 9,906 $750K
Moloney Securities Asset Management, LLC 0.10% Add +1.7% 9,812 $743K
Objective Capital Management, LLC 0.49% Add +0.3% 9,754 $738K
Tradition Wealth Management, LLC 0.06% Add +7.0% 9,719 $736K
Midland Wealth Advisors, LLC 0.04% Reduce -11.1% 9,714 $735K
Burford Brothers, Inc. 0.36% Add +4.6% 9,683 $733K
Horizon Financial Services, LLC 0.41% Add +19.7% 9,671 $732K
Global View Capital Management LLC 0.26% — 9,590 $731K
Salem Investment Counselors Inc. 0.02% Reduce -1.3% 9,437 $714K
Disciplined Investors, L.L.C. 0.69% — 9,558 $714K
MontVue Capital Management, Inc. 0.54% Reduce -0.8% 9,389 $711K
Wesbanco Bank Inc. 0.02% Reduce -2.1% 9,364 $709K
Patton Albertson Miller Group, LLC 0.09% No change 9,283 $703K
Union Bancaire Privee, UBP SA 0.01% — 9,198 $699K
HBW Advisory Services LLC 0.07% Add +3.1% 9,228 $698K
Keel Point, LLC 0.06% Add +2.3% 9,226 $698K
Centennial Bank 0.33% Reduce -2.9% 9,143 $692K
CMG Global Holdings, LLC 0.38% Add +2.7% 8,723 $683K
Cornerstone National Bank & Trust Co 0.31% Add +2.4% 8,980 $680K
Monetary Management Group Inc. 0.18% No change 8,970 $679K
MWA Asset Management 0.45% Reduce -0.5% 8,955 $678K
Stratos Wealth Advisors, LLC 0.03% Reduce -20.9% 8,938 $677K
Syon Capital LLC 0.06% Reduce -66.2% 8,912 $675K
White Pine Capital LLC 0.23% Add +0.6% 8,902 $674K
Sava Infond d.o.o. 0.12% — 8,900 $674K
Stolper Co 0.22% Reduce -3.1% 8,894 $673K
PEAK6 LLC 0.03% — 8,868 $671K
J2 Capital Management Inc 0.63% — 8,862 $671K
Matthew Goff Investment Advisor, LLC 0.12% Add +0.1% 8,829 $668K
Orrstown Financial Services Inc. 0.18% Add +9.4% 8,745 $662K
10Elms LLP 0.83% — 8,718 $660K
Bluespring Wealth Management, LLC 0.07% Reduce -16.0% 8,695 $658K
United Asset Strategies, Inc. 0.06% Reduce -7.1% 8,575 $649K
Eldridge Investment Advisors, Inc. 0.15% No change 8,560 $648K
M3 Advisory Group, LLC 0.46% Add +7.0% 8,561 $648K
Rothschild Investment LLC 0.04% Reduce -1.2% 8,550 $647K
Rwa Wealth Partners, LLC 0.01% Add +0.0% 8,523 $645K
O'ROURKE & COMPANY, Inc 0.32% Add +6.3% 8,505 $644K
Jackson Hole Capital Partners, LLC 0.13% Reduce -1.2% 8,507 $644K
Cushing Capital Partners, LLC 0.62% — 8,487 $642K
Wealthspire Advisors, LLC 0.01% Add +39.6% 8,485 $642K
Tyche Wealth Partners LLC 0.13% Reduce -1.1% 8,434 $638K
Lion Street Advisors, LLC 0.20% Add +13.7% 8,300 $628K
Jaffetilchin Investment Partners, LLC 0.05% Add +0.4% 8,293 $628K
McAdam, LLC 0.03% Add +4.9% 8,267 $626K
Debussy Capital Management LP 0.10% Add +1.9% 7,994 $621K
Ahl Investment Management, Inc. 0.43% No change 8,177 $619K
Marex Group Ltd 0.01% Reduce -96.3% 8,154 $617K
AdvisorNet Financial, Inc 0.05% Add +20.2% 8,143 $616K
McDaniel Terry & Co. 0.05% Reduce -0.6% 8,088 $612K
FineMark National Bank & Trust 0.02% Add +0.1% 8,076 $611K
Elevation Point Wealth Partners, LLC 0.05% Reduce -21.7% 8,059 $610K
Northeast Planning Associates, Inc. / NH / 0.63% — 8,035 $608K
First National Bank of Hutchinson 0.37% No change 8,031 $608K
Mount Lucas Management LP 0.21% Reduce -11.4% 8,016 $607K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -4.4% 8,004 $606K
Kades & Cheifetz LLC 0.31% Reduce -2.2% 7,988 $605K
Solitude Financial Services 0.26% Add +0.9% 7,945 $601K
Cooksen Wealth, LLC 0.55% Add +3.6% 7,900 $598K
Aspen Grove Capital, LLC 0.13% No change 7,800 $590K
Windsor Capital Management, LLC 0.17% Reduce -0.5% 7,756 $587K
Moneta Group Investment Advisors LLC 0.01% Add +14.4% 7,730 $585K
Fosun International Ltd 0.18% New 7,700 $583K
Principal Securities, Inc. 0.01% Reduce -35.5% 7,695 $582K
Kingswood Wealth Advisors, LLC 0.04% Add +52.5% 7,640 $578K
Maple Capital Management, Inc. 0.04% Add +1.5% 7,639 $578K
Keebeck Wealth Management 0.08% No change 7,638 $578K
Transform Wealth, LLC 0.03% Reduce -12.7% 7,635 $578K
UNIVEST FINANCIAL Corp 0.04% Add +101.4% 7,604 $576K
Keystone Wealth Services, LLC 0.15% Add +26.0% 7,584 $574K
Chicago Partners Investment Group LLC 0.02% No change 7,494 $570K
Peoples Bank 0.39% No change 7,516 $569K
Dearborn Partners LLC 0.02% No change 7,495 $567K
Rehmann Capital Advisory Group 0.04% Add +0.5% 7,436 $563K
Visionary Wealth Advisors 0.03% Reduce -61.6% 7,432 $563K
WealthTrust Axiom LLC 0.17% Reduce -0.2% 7,361 $557K
Quantum Portfolio Management LLC 0.30% Add +1.9% 7,291 $552K
Verdence Capital Advisors LLC 0.04% Add +63.3% 7,271 $550K
Sovereign Financial Group, Inc. 0.13% Reduce -1.2% 7,231 $547K
Sovran Advisors, LLC 0.08% — 7,224 $547K
Vigilare Wealth Management 0.22% Reduce -10.1% 7,205 $545K
Householder Group Estate & Retirement Specialist, LLC 0.41% Reduce -9.1% 7,167 $542K
Kessler Investment Group, LLC 0.26% Add +2.7% 7,142 $541K
Bank of Marin 0.43% Add +0.3% 7,116 $539K
Stock Yards Bank & Trust Co. 0.02% Reduce -9.3% 7,093 $537K
John G Ullman & Associates Inc. 0.08% Reduce -1.4% 7,057 $534K
Wealthspire Retirement, LLC 0.04% Add +8.5% 7,030 $532K
Contravisory Investment Management, Inc. 0.11% Add +227.1% 7,022 $531K
Compagnie Lombard Odier SCmA 0.01% No change 7,000 $530K
Oakworth Capital, Inc. 0.04% Reduce -1.5% 6,987 $529K
Fort Sheridan Advisors LLC 0.08% No change 6,978 $528K
Madden Advisory Services, Inc. 0.24% Reduce -0.2% 6,972 $528K
Harmony Asset Management LLC 0.21% Add +17.1% 6,969 $528K
Luminist Capital LLC 0.92% — 6,968 $527K
Paradigm, Strategies in Wealth Management, LLC 0.35% Reduce -0.9% 6,942 $525K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 6,904 $523K
Strategic Financial Concepts, LLC 0.10% Add +42.2% 6,902 $522K
Evanson Asset Management, LLC 0.04% Add +0.6% 6,861 $519K
KWB Wealth 0.06% New 6,422 $519K
Berkeley Capital Partners, LLC 0.14% Add +0.6% 6,843 $518K
CWA Asset Management Group, LLC 0.03% New 6,711 $508K
Federation des caisses Desjardins du Quebec 0.00% Add +35.8% 6,665 $504K
J.Safra Asset Management Corp 0.04% Reduce -98.7% 6,641 $503K
Cherry Tree Wealth Management, LLC 0.12% No change 6,636 $502K
SeaBridge Investment Advisors LLC 0.10% New 6,629 $502K
Myecfo, LLC 0.27% No change 6,610 $500K
Westover Capital Advisors, LLC 0.11% No change 6,600 $500K
Chemistry Wealth Management LLC 0.12% Reduce -8.8% 6,566 $497K
Verus Capital Partners, LLC 0.05% Add +44.1% 6,548 $496K
Fifth Third Wealth Advisors LLC 0.03% Add +30.5% 6,531 $494K
Prevail Innovative Wealth Advisors, LLC 0.14% New 6,479 $490K
Level Four Advisory Services, LLC 0.02% Reduce -44.0% 6,467 $490K
Donald L. Hagan, LLC 0.25% Reduce -19.5% 6,450 $488K
Claro Advisors Inc. 0.07% Add +55.0% 6,432 $487K
SBI Securities Co., Ltd. 0.01% — 6,412 $485K
Narus Financial Partners, LLC 0.16% Reduce -7.3% 6,343 $480K
Cutler Investment Counsel LLC 0.06% No change 6,319 $478K
Planning Directions Inc. 0.28% Reduce -6.1% 6,291 $476K
Sageworth Trust Co 0.03% No change 6,284 $476K
Uptown Financial Advisors LLC 0.51% — 6,270 $475K
GWN Securities Inc. 0.13% — 5,971 $475K
Strategy Asset Managers LLC 0.09% New 6,194 $469K
Retirement Planning Co of New England, Inc. 0.23% Add +0.2% 6,192 $469K
Investment Management Corp. /Va/ 0.42% — 6,189 $468K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.6% 6,145 $465K
BLB&B Advisors, LLC 0.02% Add +59.0% 5,980 $453K
Ashton Thomas Securities, LLC 0.12% Reduce -44.0% 5,966 $452K
Alerus Financial NA 0.03% Reduce -85.3% 5,949 $450K
TrueWealth Advisors, LLC 0.15% Reduce -31.7% 5,945 $450K
Tranquility Partners, LLC 0.17% Reduce -36.9% 5,932 $449K
HB Wealth Management, LLC 0.00% Add +0.3% 5,892 $446K
Transcend Capital Advisors, LLC 0.03% Reduce -77.1% 5,892 $446K
Colony Family Offices, LLC 0.14% No change 5,876 $445K
Axis Wealth Partners, LLC 0.37% — 5,870 $444K
Barry Investment Advisors, LLC 0.14% Reduce -2.3% 5,833 $442K
Berkshire Asset Management LLC 0.02% Reduce -39.3% 5,550 $441K
Leigh Baldwin & Co., LLC 0.37% — 5,813 $440K
Capasso Planning Partners LLC 0.18% Reduce -56.5% 5,805 $439K
Constitution Capital LLC 0.25% Add +12.2% 5,796 $439K
Reliant Investment Partners, LLC 0.39% — 5,791 $438K
First Citizens Bank & Trust Co. 0.01% Reduce -8.0% 5,775 $437K
ORG Partners LLC 0.06% Add +0.3% 5,765 $436K
Prostatis Group LLC 0.13% New 5,760 $436K
Aptus Capital Advisors, LLC 0.01% Reduce -97.1% 5,736 $434K
Pinnacle Associates Ltd. 0.01% Add +18.4% 5,730 $434K
Strategic Advisors LLC 0.08% Reduce -12.8% 5,717 $433K
NovaPoint Capital, LLC 0.13% Reduce -0.3% 5,661 $428K
American Alpha Advisors, LLC 0.39% Add +5.3% 5,649 $428K
Diversify Advisory Services, LLC 0.02% Reduce -91.4% 5,648 $427K
FPC Investment Advisory, Inc. 0.31% Reduce -31.6% 5,464 $426K
Amica Retiree Medical Trust 0.40% Reduce -8.0% 5,596 $424K
Thomasville National Bank 0.03% No change 5,592 $423K
Franklin Resources Inc. 0.00% Add +0.1% 5,589 $423K
Calton & Associates, Inc. 0.19% New 5,588 $423K
James Investment Research, Inc. 0.05% Reduce -3.6% 5,566 $421K
FWL Investment Management, LLC 0.15% Add +8.3% 5,534 $419K
Colonial River Investments, LLC 0.20% Reduce -6.3% 5,501 $416K
Gruss & Co., LLC 1.78% Reduce -15.4% 5,500 $416K
Empower Advisory Group, LLC 0.00% Add +18.8% 5,460 $413K
Hickory Point Bank & Trust 0.37% — 5,458 $413K
Taylor & Morgan Wealth Management, LLC 0.29% Add +0.8% 5,449 $412K
Park Square Financial Group, LLC 0.28% — 5,416 $410K
Okabena Investment Services Inc. 0.11% Add +8.3% 5,408 $409K
Scotia Capital Inc. 0.00% Reduce -31.2% 5,401 $409K
LexAurum Advisors, LLC 0.08% No change 5,368 $406K
KG Capital Management 0.13% Add +12.0% 5,353 $405K
Bangor Savings Bank 0.04% Reduce -3.2% 5,319 $403K
E&G Advisors, LLC 0.11% Add +20.4% 5,317 $402K
Betterment LLC 0.00% Reduce -5.3% 5,305 $402K
Choreo, LLC 0.01% Add +2.2% 5,279 $400K
WMG Financial Advisors, LLC 0.17% Reduce -8.9% 5,270 $399K
WNY Asset Management, LLC 0.05% Reduce -97.4% 5,260 $398K
Centric Wealth Management 0.11% Reduce -86.4% 5,246 $397K
Gallagher Fiduciary Advisors, LLC 0.08% Add +4.8% 5,239 $397K
Bryn Mawr Trust Advisors, LLC 0.02% No change 5,231 $396K
Barometer Capital Management Inc. 0.16% New 5,800 $395K
Hazlett, Burt & Watson, Inc. 0.17% Add +1.7% 5,203 $395K
Nomura Asset Management Co. Ltd. 0.00% Add +100.7% 5,203 $394K
ARS Investment Partners, LLC 0.04% Add +6.1% 5,168 $391K
Farther Finance Advisors, LLC 0.01% Add +9.9% 5,159 $391K
Spinnaker Trust 0.02% No change 5,155 $390K
Talisman Wealth Advisors LLC 0.41% Add +1.1% 5,145 $389K
RIA Advisory Group LLC 0.13% Reduce -6.2% 5,118 $387K
USA Financial Formulas 0.06% Reduce -14.6% 5,101 $386K
O'shaughnessy Asset Management, LLC 0.00% Add +29.1% 5,080 $385K
First Manhattan Co. Llc. 0.00% New 5,064 $383K
Hennion & Walsh Asset Management, Inc. 0.02% No change 5,062 $383K
Onyx Bridge Wealth Group LLC 0.06% Reduce -96.8% 5,061 $383K
Birchcreek Wealth Management, LLC 0.24% Reduce -2.5% 5,022 $380K
Clifford Swan Investment Counsel LLC 0.01% No change 5,016 $380K
1834 Investment Advisors Co. 0.05% No change 4,995 $378K
Strait & Sound Wealth Management LLC 0.18% Reduce -3.0% 4,993 $378K
Capital Asset Advisory Services LLC 0.02% Reduce -4.7% 4,869 $375K
Spinnaker Investment Group, LLC 0.09% New 4,934 $373K
Valeo Financial Advisors, LLC 0.01% Reduce -11.5% 4,927 $373K
True Vision MN LLC 0.22% New 4,925 $373K
Clientfirst Wealth Management, LLC 0.38% — 4,924 $373K
Fiduciary Trust Co 0.00% Add +0.9% 4,921 $372K
Sightline Wealth Advisors, LLC 0.20% New 4,917 $372K
Spreng Capital Management, Inc. 0.16% No change 4,872 $369K
Ingalls & Snyder LLC 0.01% No change 4,854 $367K
Tandem Wealth Advisors LLC 0.19% New 4,846 $367K
Creative Financial Designs Inc. 0.03% Reduce -7.4% 4,829 $366K
Power Wealth Management LLC 0.15% Reduce -94.7% 4,819 $365K
PMG Wealth Management, Inc. 0.33% — 4,800 $363K
Dana Investment Advisors, Inc. 0.01% New 4,784 $362K
SignalPoint Asset Management, LLC 0.09% Add +5.2% 4,760 $360K
Mitchell McLeod Pugh & Williams Inc. 0.08% Add +0.0% 4,746 $359K
Spirit of America Management Corp. 0.07% Reduce -1.1% 4,742 $359K
Dynamic Wealth Strategies, LLC 0.32% Add +7.8% 4,729 $358K
LJI Wealth Management, LLC 0.07% Reduce -17.6% 4,722 $357K
4WEALTH Advisors, Inc. 0.36% — 4,713 $357K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -84.1% 4,712 $357K
Townsquare Capital LLC 0.00% Add +54.8% 4,647 $352K
Crescent Grove Advisors, LLC 0.03% No change 4,626 $350K
High Falls Advisors, Inc 0.08% Reduce -11.0% 4,618 $350K
Grey Ledge Advisors, LLC 0.09% Reduce -4.2% 4,610 $349K
Wilmington Savings Fund Society, FSB 0.01% Reduce -4.3% 4,607 $349K
Sequent Asset Management, LLC 0.17% No change 4,596 $348K
V2 Financial group LLC 0.21% Add +17.3% 4,574 $346K
ABLE Financial Group, LLC 0.10% Add +2.9% 4,523 $342K
Concourse Financial Group Securities, Inc. 0.02% Add +2.3% 4,368 $342K
Plimoth Trust Co. LLC 0.09% Add +1.0% 4,508 $341K
Navis Wealth Advisors, LLC 0.37% No change 4,500 $341K
Maridea Wealth Management LLC 0.11% — 4,484 $339K
HRT Financial LP 0.00% New 4,489 $339K
Northstar Financial Companies, Inc. 0.32% — 4,457 $337K
All Terrain Financial Advisors, LLC 0.13% Add +0.1% 4,450 $337K
Crestwood Advisors Group, LLC 0.01% Add +6.2% 4,430 $335K
Capital Investment Counsel, LLC 0.06% Add +17.7% 4,408 $334K
Measured Risk Portfolios, Inc. 0.37% — 4,398 $333K
Patten Group, Inc. 0.07% Reduce -9.3% 4,391 $332K
Glen Eagle Advisors, LLC 0.06% Add +39.2% 4,386 $332K
Merriman Wealth Management, LLC 0.01% Add +1.9% 4,374 $331K
Iron Gate Global Advisors LLC 0.05% No change 4,365 $330K
Redwood Financial Network Corp 0.25% Add +12.2% 4,364 $330K
Ancora Advisors LLC 0.01% Add +399.9% 4,344 $329K
Beaumont Financial Advisors, LLC 0.02% Reduce -6.1% 4,334 $328K
Agate Pass Investment Management, LLC 0.15% No change 4,310 $326K
Baker Avenue Asset Management, LP 0.01% Add +13.7% 4,305 $326K
Legacy Capital Wealth Partners, LLC 0.08% Reduce -35.1% 4,300 $325K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -22.0% 4,251 $322K
Clearstead Advisors, LLC 0.00% Add +5.8% 4,236 $321K
Tolleson Wealth Management, Inc. 0.07% New 4,213 $319K
Argyle Capital Partners, LLC 0.27% — 4,208 $319K
Nations Financial Group Inc, /Ia/ 0.02% Add +7.8% 4,204 $318K
Mathes Company, Inc. 0.12% No change 4,200 $318K
West Coast Financial LLC 0.04% No change 4,200 $318K
Simon Quick Advisors, LLC 0.02% Add +0.2% 4,196 $318K
Avidian Wealth Enterprises, LLC 0.01% Reduce -0.6% 4,178 $316K
Successful Portfolios LLC 0.21% No change 4,156 $315K
Rockingstone Advisors LLC 0.14% Reduce -31.5% 4,155 $314K
Blue Chip Partners, LLC 0.03% Add +30.0% 4,132 $313K
Nicolet Advisory Services, LLC 0.03% Add +36.3% 4,132 $312K
Mma Asset Management LLC 0.14% Reduce -69.7% 4,120 $312K
Apollon Financial, LLC 0.08% Add +30.8% 4,117 $312K
2UniFi Bank 0.21% — 4,097 $310K
Smith Anglin Financial, LLC 0.03% Reduce -3.1% 4,094 $310K
Smith, Moore & Co. 0.03% Reduce -2.4% 4,087 $309K
Rialto Wealth Management, LLC 0.10% — 4,084 $309K
Crew Capital Management, Ltd 0.26% Reduce -1.9% 4,079 $309K
Continuum Advisory, LLC 0.04% Reduce -0.2% 4,035 $305K
YHB Investment Advisors, Inc. 0.03% Reduce -0.5% 4,031 $305K
United Advisor Group, LLC 0.06% Add +6.0% 3,999 $303K
Institute for Wealth Management, LLC. 0.04% No change 3,991 $302K
Elequin Capital, LP 0.05% New 3,968 $300K
Avantax Planning Partners, Inc. 0.01% No change 3,966 $300K
Donaldson Capital Management, LLC 0.01% New 3,944 $299K
First Financial Group Corp 0.33% — 3,918 $297K
Mission Wealth Management, LP 0.01% New 3,870 $293K
Pittenger & Anderson Inc. 0.01% No change 3,865 $293K
Romano Brothers and Company 0.04% No change 3,861 $292K
Christensen, King & Associates Investment Services, Inc. 0.14% No change 3,818 $292K
Haverford Trust Co 0.00% No change 3,845 $291K
Kanawha Capital Management LLC 0.02% No change 3,844 $291K
Strategic Wealth Partners, Ltd. 0.02% Reduce -5.4% 3,662 $291K
Aries Wealth Management 0.08% Reduce -6.9% 3,829 $290K
Kagan Cocozza Asset Management 0.24% — 3,824 $289K
Brighton Jones LLC 0.01% Add +12.8% 3,823 $289K
American Financial Advisors, LLC 0.04% Reduce -25.1% 3,821 $289K
Watts Gwilliam & Co., LLC 0.06% No change 3,787 $288K
Resurgent Financial Advisors LLC 0.17% Reduce -18.1% 3,784 $286K
Advance Capital Management, Inc. 0.01% Add +6.8% 3,728 $282K
Activest Wealth Management 0.08% Add +53.9% 3,727 $282K
One Charles Private Wealth Services, LLC 0.09% Reduce -9.8% 3,716 $281K
RiverFront Investment Group, LLC 0.01% Reduce -3.4% 3,688 $279K
Washington Trust Bank 0.03% No change 3,676 $278K
Kentucky Trust Co 0.16% — 3,655 $277K
Pachira Investments Inc. 0.17% Add +0.1% 3,646 $276K
HUB Investment Partners, LLC 0.01% New 3,649 $276K
GK Wealth Management LLC 0.35% — 3,644 $276K
Jump Financial, LLC 0.01% New 3,631 $275K
Broadleaf Partners, LLC 0.06% No change 3,619 $274K
Second Line Capital, LLC 0.07% Reduce -21.6% 3,611 $273K
Union Savings Bank 0.13% Reduce -4.8% 3,602 $273K
Capital Analysts, LLC 0.01% Add +0.2% 3,590 $272K
First United Bank & Trust 0.10% Reduce -9.5% 3,577 $271K
Greenleaf Trust 0.00% Reduce -50.8% 3,568 $270K
Main Street Financial Solutions, LLC 0.03% Add +0.8% 3,564 $270K
Godsey & Gibb, Inc. 0.03% No change 3,559 $269K
Buska Wealth Management, LLC 0.09% Reduce -11.2% 3,548 $269K
Occidental Asset Management, LLC 0.04% Reduce -89.2% 3,527 $267K
Novare Capital Management LLC 0.02% No change 3,515 $266K
Iams Wealth Management, LLC 0.12% Add +15.7% 3,509 $266K
PUREfi Wealth, LLC 0.26% — 3,500 $265K
Traphagen Investment Advisors LLC 0.03% New 3,494 $264K
Nabity-Jensen Investment Management Inc 0.20% No change 3,493 $264K
L & S Advisors Inc 0.03% Add +0.4% 3,493 $264K
Nicolet Bankshares Inc. 0.05% No change 3,481 $263K
DT Investment Partners, LLC 0.02% Add +1637.2% 3,457 $262K
Ifrah Financial Services, Inc. 0.07% Reduce -22.5% 3,441 $260K
Acorn Financial Advisory Services Inc. 0.04% Add +0.1% 3,436 $260K
Petra Financial Advisors Inc. 0.18% Reduce -14.4% 3,430 $260K
Consolidated Portfolio Review Corp 0.04% Reduce -68.9% 3,418 $259K
Kapitalo Investimentos Ltda 0.17% New 3,409 $258K
Financial Engines Advisors L.L.C. 0.00% No change 3,401 $257K
Accurate Wealth Management, LLC 0.05% Reduce -96.5% 3,389 $256K
NTV Asset Management LLC 0.03% No change 3,372 $255K
Obsidian Personal Planning Solutions LLC 0.12% No change 3,275 $255K
Advanced Asset Management Advisors Inc 0.07% Reduce -3.9% 3,364 $255K
MKT Advisors LLC 0.11% Add +3.8% 3,226 $254K
MBA Advisors LLC 0.13% New 3,351 $254K
Transatlantique Private Wealth LLC 0.10% No change 3,348 $253K
Quadcap Wealth Management, LLC 0.04% No change 3,347 $253K
Kaizen Financial Strategies 0.14% Reduce -47.6% 3,320 $251K
Trilogy Capital Inc. 0.01% Reduce -95.2% 3,314 $251K
Heritage Wealth Partners, LLC 0.31% Reduce -74.6% 3,308 $250K
Private Client Services, LLC 0.13% Add +24.6% 3,292 $249K
RiverGlades Family Offices LLC 0.18% Add +6.8% 3,290 $249K
Ballentine Partners, LLC 0.00% No change 3,288 $249K
North Star Investment Management Corp. 0.02% Add +7.9% 3,283 $248K
Per Stirling Capital Management, LLC. 0.04% Reduce -84.5% 3,281 $248K
Perennial Investment Advisors, LLC 0.03% New 3,275 $248K
Lodestone Wealth Management LLC 0.12% Add +4.3% 3,274 $248K
Joel Isaacson & Co., LLC 0.01% New 3,271 $248K
Concentrum Wealth Management 0.09% Add +13.0% 3,267 $247K
Goldstein Advisors, LLC 0.04% No change 3,261 $247K
Palumbo Wealth Management LLC 0.09% Add +0.7% 3,257 $247K
Legacy Capital Group California, Inc. 0.07% New 3,237 $245K
Fiduciary Alliance LLC 0.02% New 3,223 $244K
Grant/GrossMendelsohn, LLC 0.13% Add +15.4% 3,220 $244K
Fortitude Family Office, LLC 0.09% No change 3,205 $243K
Family Investment Center, Inc. 0.06% Add +4.6% 3,187 $241K
Braun Stacey Associates Inc. 0.01% No change 3,186 $241K
Interchange Capital Partners, LLC 0.09% Reduce -40.5% 3,178 $241K
Trivium Point Advisory, LLC 0.03% Add +7.0% 3,174 $240K
D.B. Root & Company, LLC 0.08% Reduce -10.7% 3,170 $240K
Atticus Wealth Management, LLC 0.07% Reduce -10.6% 3,169 $240K
Ally Invest Advisors Inc. 0.02% Add +8.9% 3,167 $240K
Grantvest Financial Group LLC 0.27% — 3,155 $239K
Benchmark Financial Wealth Advisors, LLC 0.08% No change 3,115 $236K
F/m Investments LLC 0.01% Add +7.0% 3,104 $235K
Evoke Wealth, LLC 0.01% New 3,084 $233K
Arthur M. Cohen & Associates, LLC 0.04% No change 3,078 $233K
Nilsine Partners, LLC 0.02% New 3,078 $233K
Caxton Associates LP 0.01% Reduce -93.3% 3,078 $233K
SkyOak Wealth, LLC 0.05% New 3,069 $232K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +11.4% 3,069 $232K
Steigerwald, Gordon & Koch Inc. 0.03% No change 3,062 $232K
Helium Advisors LLC 0.18% — 3,060 $232K
Cardiff Park Advisors, LLC 0.02% No change 3,060 $232K
Gradient Capital Advisors, LLC 0.07% No change 3,048 $231K
GM Advisory Group, LLC 0.01% New 3,043 $230K
Legacy Advisors, LLC 0.02% New 3,040 $230K
Pacifica Partners Inc. 0.10% Reduce -0.3% 2,985 $228K
Howe & Rusling Inc. 0.02% Add +13.8% 3,007 $228K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.02% No change 3,000 $227K
Balefire, LLC 0.08% Reduce -21.6% 2,971 $227K
Worth Asset Management, LLC 0.12% Reduce -47.8% 2,988 $226K
Fulton Bank, N.A. 0.01% Add +1.8% 2,962 $224K
Schneider Downs Wealth Management Advisors, LP 0.04% Reduce -27.9% 2,957 $224K
Garde Capital, Inc. 0.01% Add +47.5% 2,950 $223K
Twin Tree Management, LP 0.01% New 2,946 $223K
Perissos Private Wealth Management, LLC 0.17% No change 2,938 $222K
Old Second National Bank of Aurora 0.05% No change 2,933 $222K
LGL Partners, LLC 0.03% Reduce -4.1% 2,922 $221K
Heritage Oak Wealth Advisors LLC 0.10% Reduce -90.6% 2,900 $220K
Aspiriant, LLC 0.01% No change 2,900 $220K
St. Johns Investment Management Company, LLC 0.10% Add +36.6% 2,898 $219K
Hobbs Group Advisors, LLC 0.08% Reduce -1.5% 2,893 $219K
Ieq Capital, LLC 0.00% Add +0.8% 2,889 $219K
Warner Financial, Inc. 0.09% Reduce -28.8% 2,886 $218K
Rockland Trust Co. 0.01% Add +8.1% 2,871 $217K
Waterloo Capital, L.P. 0.02% Reduce -95.4% 2,864 $217K
Black Diamond Financial, LLC 0.03% No change 2,862 $217K
Hopwood Financial Services, Inc. 0.16% — 2,861 $217K
NFSG Corp 0.06% Add +6.7% 2,837 $215K
Ritholtz Wealth Management 0.01% Add +0.9% 2,831 $214K
TD Asset Management Inc 0.00% New 2,805 $212K
Jane Street Group, LLC 0.00% Reduce -96.5% 2,790 $211K
Transce3nd, LLC 0.07% — 2,769 $210K
Klingenstein Fields & Co. LP 0.01% Reduce -5.4% 2,751 $208K
Pictet North America Advisors SA 0.02% No change 2,746 $208K
Capstone Investment Advisors, LLC 0.00% Reduce -91.5% 2,741 $207K
Cypress Wealth Services, LLC 0.04% No change 2,730 $207K
Focus Partners Advisor Solutions, LLC 0.00% Add +0.2% 2,725 $206K
Sunbelt Securities, Inc. 0.02% Reduce -3.5% 2,719 $206K
Alan B Lancz & Associates, Inc. 0.21% New 2,705 $205K
Weybosset Research & Management LLC 0.07% No change 2,700 $204K
Alaska Permanent Fund Corp 0.00% No change 2,689 $204K
Bay Capital Advisors, LLC 0.16% — 2,680 $203K
Insight Advisors, LLC/ PA 0.03% Reduce -13.7% 2,670 $202K
Pacific Sun Financial Corp 0.11% No change 2,671 $202K
Realta Investment Advisors 0.08% Reduce -16.5% 2,617 $202K
Whalerock Point Partners, LLC 0.05% No change 2,650 $201K
Lifeworks Advisors, LLC 0.04% New 2,644 $200K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,590 $196K
Independence Bank of Kentucky 0.03% Add +4.6% 2,586 $196K
FLP Wealth Management, LLC 0.49% — 2,519 $191K
Operose Advisors LLC 0.06% New 2,500 $189K
Highline Wealth Partners LLC 0.06% Add +28.8% 2,457 $186K
Arax Advisory Partners 0.01% Add +15.0% 2,451 $186K
Salomon & Ludwin, LLC 0.02% Add +1.8% 2,439 $185K
South Plains Financial, Inc. 0.14% — 2,427 $184K
LRI Investments, LLC 0.02% No change 2,424 $183K
Crewe Advisors LLC 0.02% No change 2,368 $179K
American National Bank & Trust 0.02% Reduce -13.7% 2,334 $177K
Caldwell Trust Co 0.02% Reduce -23.9% 2,279 $172K
HM Payson & Co. 0.00% Add +71.6% 2,224 $168K
Crestline Management, L.P. 0.01% New 2,200 $167K
Pacific Center for Financial Services 0.04% No change 2,136 $162K
Flagship Wealth Advisors, LLC 0.10% — 2,135 $162K
Register Financial Advisors LLC 0.08% Add +5.6% 2,126 $161K
Citizens National Bank Trust Department 0.03% Reduce -4.5% 2,100 $159K
LGT Financial Advisors LLC 0.35% Add +0.8% 2,086 $158K
Country Trust Bank 0.00% Add +41.6% 2,080 $157K
Ameriflex Group, Inc. 0.07% — 2,021 $157K
UMB Bank, n.a. 0.00% Reduce -6.0% 2,078 $157K
Pin Oak Investment Advisors Inc. 0.14% No change 1,939 $157K
Murphy & Mullick Capital Management Corp 0.14% — 2,056 $156K
MCF Advisors LLC 0.01% No change 2,040 $154K
TD Capital Management LLC 0.02% Add +0.1% 2,016 $153K
Game Plan Financial Advisors, LLC 0.08% No change 2,000 $151K
Key Financial Inc 0.03% No change 1,954 $148K
Blue Trust, Inc. 0.00% Add +24.4% 1,945 $147K
Cypress Capital Management LLC (WY) 0.17% Reduce -11.8% 1,942 $147K
High Note Wealth, LLC 0.04% New 1,924 $146K
University of Texas/Texas Am Investment Management Co. 0.02% No change 1,900 $144K
Horizon Bancorp Inc. 0.07% Add +20.4% 1,869 $141K
Bokf, NA 0.00% No change 1,821 $138K
Chesapeake Asset Management LLC 0.13% Reduce -80.4% 1,795 $136K
Bollard Group LLC 0.00% Reduce -6.3% 1,714 $130K
Anfield Capital Management, LLC 0.05% No change 1,660 $126K
Legal & General Group Plc 0.00% Reduce -87.8% 1,650 $125K
Optimum Investment Advisors 0.05% No change 1,637 $124K
Medallion Wealth Advisors, LLC 0.06% — 1,632 $124K
Westside Investment Management, Inc. 0.03% Reduce -90.2% 1,620 $123K
Sterling Capital Management LLC 0.00% No change 1,613 $122K
Townsend Asset Management Corp. /NC/ 0.04% Add +0.3% 1,596 $121K
Whittier Trust Co. 0.00% Add +2.0% 1,562 $118K
WASHINGTON TRUST Co 0.00% No change 1,554 $118K
Angeles Wealth Management, LLC 0.01% New 1,550 $117K
Acropolis Investment Management, LLC 0.01% No change 1,488 $113K
Founders Financial Alliance, LLC 0.03% Reduce -8.2% 1,456 $110K
Toronto Dominion Bank 0.00% Reduce -99.9% 1,433 $108K
Chilton Capital Management LLC 0.00% Reduce -53.3% 1,433 $108K
one8zero8, LLC 0.02% — 1,413 $107K
Coppell Advisory Solutions LLC 0.01% Add +1.5% 1,372 $104K
Golden State Wealth Management, LLC 0.02% — 1,369 $104K
GAMMA Investing LLC 0.01% Add +5.2% 1,359 $103K
Deutsche Bank AG 0.00% Reduce -5.3% 1,300 $98K
Allspring Global Investments Holdings, LLC 0.00% No change 1,250 $96K
Dunhill Financial, LLC 0.04% New 1,200 $91K
Clean Yield Group 0.03% No change 1,200 $91K
Evermay Wealth Management LLC 0.01% Reduce -4.8% 1,195 $90K
Anchor Investment Management, LLC 0.01% Reduce -16.8% 1,192 $90K
Keystone Financial Group, Inc. 0.07% — 1,187 $90K
TD Private Client Wealth LLC 0.00% Reduce -5.1% 1,183 $90K
Cullen/Frost Bankers, Inc. 0.00% Reduce -23.1% 1,183 $90K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 1,153 $87K
JFS Wealth Advisors, LLC 0.01% Reduce -51.4% 1,121 $85K
Russell Investments Group, Ltd. 0.00% Add +470.8% 1,113 $84K
Ballast Advisors LLC 0.03% No change 1,100 $83K
Comprehensive Financial Planning, Inc. 0.07% — 1,091 $83K
Colonial Trust Advisors 0.01% Reduce -20.9% 1,073 $81K
EPG Wealth Management LLC 0.02% Reduce -55.8% 1,036 $78K
EverSource Wealth Advisors, LLC 0.00% Add +104.6% 1,031 $78K
SouthState Bank Corp 0.01% Add +11.9% 1,000 $76K
Holos Integrated Wealth LLC 0.05% — 978 $74K
Physician Wealth Advisors, Inc. 0.01% New 965 $73K
Abound Wealth Management 0.02% Add +0.8% 965 $73K
Security National Bank 0.01% No change 944 $71K
Lowe Wealth Advisors, LLC 0.03% Reduce -15.8% 935 $71K
Armor Investment Advisors, LLC 0.03% No change 935 $71K
City State Bank 0.03% Add +65.5% 935 $71K
Wingate Wealth Advisors, Inc. 0.07% — 928 $70K
Tortoise Investment Management, LLC 0.01% No change 884 $67K
Transcendent Capital Group LLC 0.03% Reduce -11.1% 872 $66K
One River Asset Management, LLC 0.09% Reduce -10.7% 835 $63K
Valley Wealth Managers, Inc. 0.00% No change 835 $63K
New Millennium Group LLC 0.04% Reduce -98.6% 831 $63K
Atlatl Advisers LLC 0.04% — 821 $62K
Adirondack Trust Co. 0.02% No change 810 $61K
Hoese & Co LLP 0.05% No change 800 $61K
Basso Capital Management, L.P. 0.05% Reduce -88.7% 800 $61K
Eastern Bank 0.00% Add +39.1% 800 $61K
Founders Capital Management 0.04% No change 785 $59K
Signaturefd, LLC 0.00% Reduce -10.0% 759 $57K
Trust Co. of Vermont 0.00% Add +25.0% 750 $57K
Biltmore Family Office, LLC 0.01% No change 730 $55K
Addison Advisors LLC 0.02% Reduce -9.8% 719 $54K
Nova Wealth Management, Inc. 0.05% — 701 $53K
Integrity Financial Corp 0.03% Add +2.6% 699 $53K
Runnymede Capital Advisors, Inc. 0.05% — 689 $52K
Synergy Investment Management, LLC 0.02% — 670 $51K
Nemes Rush Group LLC 0.01% New 669 $51K
Estabrook Capital Management 0.01% New 640 $48K
Delos Wealth Advisors, LLC 0.04% No change 628 $48K
Quest 10 Wealth Builders, Inc. 0.05% — 625 $47K
Coastline Trust Co 0.01% Add +4.2% 625 $47K
Painted Porch Advisors LLC 0.02% No change 623 $47K
Briaud Financial Planning Inc 0.02% No change 623 $47K
Brown, Lisle/Cummings, Inc. 0.01% New 600 $45K
Hurley Capital, LLC 0.04% — 574 $44K
Iron Horse Wealth Management, LLC 0.01% No change 545 $41K
Winch Advisory Services, LLC 0.01% Reduce -16.5% 543 $41K
Friedenthal Financial 0.02% Reduce -74.5% 521 $39K
Zions Bancorporation, N.A. 0.00% New 520 $39K
Fairfield Financial Advisors, LTD 0.01% Reduce -29.9% 516 $39K
Covestor Ltd 0.02% Reduce -32.5% 526 $39K
Tsfg, LLC 0.01% Add +0.2% 519 $39K
Van Hulzen Asset Management, LLC 0.00% New 507 $38K
Hexagon Capital Partners LLC 0.01% Add +0.8% 507 $38K
Truvestments Capital LLC 0.01% No change 500 $38K
Avalon Trust Co 0.00% No change 500 $38K
Wood Tarver Financial Group, LLC 0.01% — 487 $36K
Y.D. More Investments Ltd 0.00% No change 476 $36K
Financial Management Professionals, Inc. 0.00% No change 463 $35K
Rakuten Securities, Inc. 0.01% Reduce -6.3% 457 $35K
HHM Wealth Advisors, LLC 0.00% No change 435 $33K
Washington Trust Advisors, Inc. 0.00% No change 426 $32K
Byrne Asset Management LLC 0.03% Add +3.5% 418 $32K
WR Wealth Planners, LLC 0.01% No change 415 $31K
NorthRock Partners, LLC 0.00% Add +2.0% 408 $31K
Pinnacle Bancorp, Inc. 0.01% No change 400 $30K
MGB Wealth Management, LLC 0.01% No change 400 $30K
TruNorth Capital Management, LLC 0.01% No change 400 $30K
Asset Planning,Inc 0.02% — 390 $30K
Kestra Investment Management, LLC 0.00% New 388 $29K
Kiely Wealth Advisory Group, Inc. 0.02% No change 369 $29K
Private Capital Management LLC 0.01% Reduce -52.9% 385 $29K
JNBA Financial Advisors 0.00% No change 383 $29K
Acima Private Wealth, LLC 0.01% No change 364 $28K
Paladin Advisory Group, LLC 0.02% No change 362 $27K
Oliver Lagore Vanvalin Investment Group 0.01% Reduce -86.5% 359 $27K
Sherman Asset Management, Inc. 0.02% — 352 $27K
Main Street Group, LTD 0.01% No change 349 $26K
Synergy Asset Management, LLC 0.00% New 326 $26K
Strengthening Families & Communities, LLC 0.01% Add +0.9% 344 $26K
Carolinas Wealth Consulting LLC 0.01% Add +0.3% 340 $26K
Belmont Capital, LLC 0.00% Add +85.3% 339 $26K
Albion Financial Group 0.00% No change 338 $26K
Davis Capital Management 0.02% No change 331 $25K
Ascentis Wealth Management, LLC 0.01% No change 330 $25K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 320 $24K
Cordgrass Capital Advisors, LLC 0.01% New 320 $24K
Pineridge Advisors LLC 0.01% Reduce -99.6% 317 $24K
MTM Investment Management, LLC 0.01% Reduce -26.1% 315 $24K
Oarsman Capital, Inc. 0.00% Add +79.8% 311 $24K
Compass Wealth Management LLC 0.01% No change 310 $23K
Sugar Maple Asset Management, LLC 0.02% New 309 $23K
Front Row Advisors LLC 0.01% Add +24.1% 309 $23K
Investors Research Corp 0.01% No change 305 $23K
Smithfield Trust Co 0.00% No change 300 $23K
Decker Retirement Planning Inc. 0.01% — 302 $23K
Piscataqua Savings Bank 0.02% No change 300 $23K
Bristlecone Advisors, LLC 0.00% No change 300 $23K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 272 $23K
Farmers & Merchants Investments Inc. 0.00% Add +74.7% 297 $22K
Financial Gravity Companies, Inc. 0.01% Add +2.8% 296 $22K
United Community Bank 0.01% No change 286 $22K
Heartland Advisors Inc. 0.00% New 283 $21K
Bellevue Asset Management, LLC 0.01% No change 280 $21K
Sawyer & Company, Inc 0.01% No change 281 $21K
Capital Investment Counsel, Inc 0.00% No change 276 $21K
American Capital Advisory, LLC 0.01% Reduce -0.4% 270 $20K
New Republic Capital, LLC 0.01% No change 270 $20K
Hilltop National Bank 0.01% No change 256 $19K
Brooklyn Investment Group 0.01% New 250 $19K
Global Financial Private Client, LLC 0.01% No change 229 $17K
Stephens Consulting, LLC 0.00% No change 225 $17K
Provenance Wealth Advisors, LLC 0.00% No change 222 $17K
Darwin Wealth Management, LLC 0.01% Reduce -64.1% 221 $17K
Smartleaf Asset Management LLC 0.00% No change 213 $16K
Strategic Investment Solutions, Inc. 0.01% No change 205 $16K
Sittner & Nelson, LLC 0.01% No change 200 $15K
Bank of New Hampshire 0.00% No change 200 $15K
Cape Investment Advisory, Inc. 0.01% Add +0.6% 183 $14K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 180 $14K
Mark Sheptoff Financial Planning, LLC 0.01% No change 180 $14K
Missouri Trust & Investment Co 0.00% Add +133.3% 175 $13K
Hoey Investments, Inc. 0.00% Add +40.0% 175 $13K
Ameritas Investment Partners, Inc. 0.00% No change 172 $13K
Copia Wealth Management 0.01% — 171 $13K
Barrett & Company, Inc. 0.01% No change 169 $13K
Resources Management Corp. /CT/ 0.00% No change 160 $12K
Archer Investment Corp 0.00% No change 156 $12K
Kohmann Bosshard Financial Services, LLC 0.00% New 154 $12K
MassMutual Private Wealth & Trust, FSB 0.00% Add +53.0% 153 $12K
Sound Income Strategies, LLC 0.00% Reduce -36.9% 152 $11K
Chapman Financial Group, LLC 0.01% — 150 $11K
Wolff Wiese Magana LLC 0.01% No change 150 $11K
Hanson & Doremus Investment Management 0.00% No change 150 $11K
Raffa Wealth Management, LLC 0.00% New 141 $11K
1620 Investment Advisors, Inc. 0.01% No change 140 $11K
Caitlin John, LLC 0.01% Add +37.8% 135 $10K
Coston, McIsaac & Partners 0.00% Reduce -17.5% 132 $10K
Financial Freedom, LLC 0.01% New 131 $10K
Colonial Trust Co / SC 0.00% Reduce -16.7% 125 $9K
SOA Wealth Advisors, LLC. 0.00% Reduce -49.6% 122 $9K
Avion Wealth 0.00% No change 126 $9K
SJS Investment Consulting Inc. 0.00% No change 115 $9K
Versant Capital Management, Inc 0.00% No change 111 $8K
Cedar Mountain Advisors, LLC 0.00% Add +53.6% 106 $8K
C M Bidwell & Associates Ltd. 0.00% No change 101 $8K
Duncker Streett & Co. Inc. 0.00% No change 92 $7K
Noble Wealth Management PBC 0.00% — 85 $6K
Eukles Asset Management 0.00% No change 78 $6K
Financial Perspectives, Inc 0.00% No change 71 $5K
REAP Financial Group, LLC 0.00% No change 66 $5K
PFS Partners, LLC 0.00% Add +1.6% 65 $5K
Orion Capital Management LLC 0.00% New 63 $5K
Vision Financial Markets LLC 0.01% — 61 $5K
Endeavor Private Wealth, Inc. 0.00% — 60 $5K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -52.5% 57 $4K
Mather Group, Llc. 0.00% Add +24.4% 56 $4K
Nepc LLC 0.00% New 53 $4K
IMG Wealth Management, Inc. 0.00% — 49 $4K
DHJJ Financial Advisors, Ltd. 0.00% No change 49 $4K
TCTC Holdings, LLC 0.00% No change 46 $3K
Delta Asset Management LLC 0.00% No change 45 $3K
Brown Brothers Harriman & Co. 0.00% Add +28.6% 45 $3K
MPWM Advisory Solutions, LLC 0.00% — 43 $3K
Millstone Evans Group, LLC 0.00% — 42 $3K
Aventura Private Wealth, LLC 0.00% — 42 $3K
Future Financial Wealth Managment LLC 0.00% Add +3.0% 34 $3K
JDM Financial Group LLC 0.00% No change 33 $2K
Tower Research Capital LLC (TRC) 0.00% Add +100.0% 32 $2K
Modus Advisors, LLC 0.00% New 31 $2K
BOK Financial Private Wealth, Inc. 0.00% No change 29 $2K
Central Pacific Bank - Trust Division 0.00% No change 28 $2K
Mechanics Financial Corp 0.00% No change 27 $2K
First PREMIER Bank 0.00% Reduce -14.7% 29 $2K
Graney & King, LLC 0.00% — 26 $2K
Legacy Investment Solutions, LLC 0.00% Reduce -81.1% 21 $2K
Legacy Wealth Managment, LLC 0.00% Reduce -81.1% 21 $2K
Tidemark, LLC 0.00% Reduce -78.6% 21 $2K
Arlington Trust Co LLC 0.00% New 20 $2K
Beacon Capital Management, LLC 0.00% No change 19 $1K
Family Manage LLC 0.00% New 16 $1K
SYM FINANCIAL Corp 0.00% Reduce -100.0% 14 $1K
Roble, Belko & Company, Inc 0.00% No change 12 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
Lanark Financial, Inc. 0.08% — 11 $883
Vermillion & White Wealth Management Group, LLC 0.00% No change 10 $773
Breakwater Investment Management 0.00% No change 8 $606
North Ridge Wealth Advisors, Inc. 0.00% New 6 $455
Marathon Trading Investment Management LLC 0.00% New 6 $454
Mattson Financial Services, LLC 0.00% New 5 $404
Greenline Partners, LLC 0.00% New 2 $151
Parallax Volatility Advisers, L.P. 0.00% No change 1 $76
Rise Advisors, LLC 0.00% Reduce -98.0% 1 $76
FSC Wealth Advisors, LLC 0.00% No change 1 $76
Creekmur Asset Management LLC 0.00% No change 1 $73
NewSquare Capital LLC 0.00% No change 1 $50
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.