St Sr Utl SL SE SPDR ETF-UsdXLUETF

13F holders, Q1 2025 (March 31)
1,357holders −5
130new positions
127sold out
7famous investors
$78.83avg. 13F price*

At the end of Q1 2025, 1,357 institutions reported holding St Sr Utl SL SE SPDR ETF-Usd (XLU) in their 13F filings, down 5 from Q4 2024. 130 opened new positions and 127 sold out. The largest holders were Morgan Stanley ($1.0B), Bank of America Corp. ($781.8M) and Goldman Sachs Group Inc. ($587.6M). 7 famous investors held it, including Paul Tudor Jones (0.5% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
St Sr Utl SL SE SPDR ETF-Usd
Filed as
SELECT SECTOR SPDR TR (Q1 2025)
CUSIP
81369Y886
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions130$295.1M
Exits127$724.7M

All 13F filers, Q4 2024 → Q1 2025: 16,965,700 shares bought and 21,913,536 shares sold, net −4,947,836 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,357 holders

Morgan Stanley 0.07% Reduce -5.3% 12,741,579 $1.0B
Bank of America Corp. 0.07% Reduce -2.4% 9,915,100 $781.8M
Goldman Sachs Group Inc. 0.11% Add +1.3% 7,451,495 $587.6M
Bessemer Group Inc. 0.86% Add +0.4% 6,058,759 $477.7M
LPL Financial LLC 0.18% Add +4.5% 5,841,413 $460.6M
JPMorgan Chase & Co. 0.03% Add +149.8% 4,476,381 $353.0M
UBS Group AG 0.06% Reduce -13.3% 3,540,571 $279.2M
Wells Fargo & Company 0.06% Add +10.8% 2,968,521 $234.1M
Ameriprise Financial Inc. 0.06% Add +20.1% 2,865,869 $226.9M
Menora Mivtachim Holdings LTD. 1.42% Reduce -29.5% 2,763,194 $217.9M
Cibc World Market Inc. 0.47% Add +51.8% 2,639,154 $208.1M
Royal Bank of Canada 0.04% Add +1.9% 2,468,081 $194.6M
Migdal Insurance & Financial Holdings Ltd. 2.69% Add +44.4% 2,432,256 $191.8M
Healthcare of Ontario Pension Plan Trust Fund 0.41% Reduce -22.9% 2,360,000 $186.1M
Harel Insurance Investments & Financial Services Ltd. 2.40% Add +0.0% 2,330,103 $183.7M
Factory Mutual Insurance Co. 2.06% No change 2,257,300 $178.0M
Two Sigma Investments, LP 0.30% Reduce -21.1% 1,703,700 $134.3M
Raymond James Financial Inc. 0.04% Reduce -6.9% 1,450,363 $114.4M
Meitav Investment House Ltd. 1.77% Reduce -1.4% 1,221,618 $96.3M
Millennium Management 0.09% Add +360.6% 1,078,458 $85.0M
Osaic Holdings, Inc. 0.19% Add +7.2% 1,063,893 $83.9M
CHURCHILL MANAGEMENT Corp 0.98% Reduce -0.4% 975,982 $77.0M
Barclays PLC 0.03% Add +11.1% 954,060 $75.2M
Envestnet Asset Management Inc. 0.02% Reduce -3.3% 952,261 $75.1M
Natixis 0.42% Add +0.7% 905,935 $71.1M
Main Management Fund Advisors LLC 9.88% Add +12.3% 855,200 $67.4M
Cetera Investment Advisers 0.13% Add +12.2% 854,868 $67.4M
Marshall Wace, LLP 0.09% Add +118.5% 849,467 $67.0M
Wolverine Trading, LLC 2.07% Add +15.9% 837,714 $65.3M
Commonwealth Equity Services, LLC 0.09% Add +9.7% 804,604 $63.4M
Moss Adams Wealth Advisors LLC 6.00% Add +0.2% 722,934 $57.0M
Stifel Financial Corp. 0.06% Reduce -7.5% 709,416 $55.9M
Qube Research & Technologies Ltd 0.09% Reduce -12.0% 702,678 $55.4M
Citigroup Inc. 0.04% Add +22.6% 691,938 $54.6M
Tudor Investment Corporation 0.48% Add +41.2% 677,997 $53.5M
Holocene Advisors, LP 0.15% New 661,764 $52.2M
Mizuho Bank, Ltd. 10.68% Reduce -59.3% 600,000 $47.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.47% Add +85.6% 594,288 $47.0M
Alps Advisors Inc. 0.26% Add +18.8% 570,999 $45.0M
Maryland State Retirement & Pension System 1.07% No change 568,263 $44.8M
Truist Financial Corp. 0.06% Reduce -13.8% 483,604 $38.1M
Pathstone Holdings, LLC 0.16% Add +96.3% 475,250 $37.5M
US Bancorp \de 0.05% Add +13.8% 462,639 $36.5M
HighTower Advisors, LLC 0.05% Add +70.0% 456,099 $36.0M
Rational Advisors, Inc. 3.70% Reduce -14.9% 447,450 $35.3M
First Financial Bankshares Inc 0.75% Reduce -27.8% 441,629 $34.8M
Susquehanna International Group, LLP 0.06% Add +2.3% 426,429 $33.6M
D. E. Shaw & Co. 0.04% Reduce -60.7% 419,664 $33.1M
Cambridge Investment Research Advisors, Inc. 0.11% Reduce -8.8% 408,788 $32.2M
Mariner, LLC 0.05% Reduce -2.6% 396,577 $31.3M
Signature Estate & Investment Advisors LLC 0.81% Add +9.2% 389,636 $30.7M
BNP Paribas Financial Markets 0.02% Add +48.3% 387,042 $30.5M
Summit Financial, LLC 0.85% Add +765.0% 384,920 $30.4M
Lido Advisors, LLC 0.18% Add +37.3% 373,153 $29.4M
Graham Capital Management, L.P. 1.30% Add +379.7% 355,000 $28.0M
Private Advisor Group, LLC 0.17% Reduce -11.3% 347,452 $27.4M
Cercano Management LLC 0.79% No change 342,407 $27.0M
Baird Financial Group, Inc. 0.05% Add +3.1% 330,847 $26.1M
PNC Financial Services Group, Inc. 0.01% Reduce -0.3% 325,478 $25.7M
Stonebridge Financial Group, LLC 2.73% Add +1450.8% 325,415 $25.7M
Meiji Yasuda Life Insurance Co 0.50% Add +27.9% 319,359 $25.2M
Hilton Capital Management, LLC 2.07% Add +0.9% 308,386 $24.3M
Community Trust & Investment Co. 1.53% Add +1.5% 303,310 $23.9M
BlackRock, Inc. 0.00% Reduce -59.3% 297,333 $23.4M
Thrivent Financial for Lutherans 0.05% Reduce -33.5% 295,067 $23.4M
Northern Trust Corp. 0.00% Add +5.9% 294,562 $23.2M
Jane Street Group, LLC 0.04% Add +9967.3% 280,878 $22.1M
Quantitative Investment Management, LLC 2.00% Reduce -39.9% 275,591 $21.7M
MML Investors Services, LLC 0.07% Add +31.8% 269,807 $21.3M
Berkshire Money Management, Inc. 2.27% New 256,087 $20.2M
Exchange Traded Concepts, LLC 0.36% Reduce -68.7% 254,293 $20.1M
Cwm, LLC 0.08% Add +4.7% 242,111 $19.1M
Janney Capital Management LLC 1.28% Reduce -3.6% 235,536 $18.6M
SG Americas Securities, LLC 0.06% Add +25.2% 228,378 $18.0M
Advisory Alpha, LLC 0.59% Add +5.9% 220,680 $17.4M
Captrust Financial Advisors 0.04% Add +0.4% 219,897 $17.3M
Janney Montgomery Scott LLC 0.05% Reduce -21.1% 217,513 $17.2M
Ensign Peak Advisors, Inc 0.03% Reduce -0.9% 213,358 $16.8M
Wealth Enhancement Advisory Services, LLC 0.03% Add +1.7% 209,807 $16.5M
Equitable Holdings, Inc. 0.15% Add +10.0% 206,136 $16.3M
Ethos Financial Group, LLC 1.53% New 202,752 $16.0M
Steward Partners Investment Advisory, LLC 0.14% Reduce -21.7% 200,485 $15.8M
Greenwood Gearhart LLC 1.08% Reduce -4.4% 197,140 $15.5M
Cornerstone Capital, Inc. 1.64% Add +1.6% 193,119 $15.2M
Focus Partners Wealth 0.04% Add +9.0% 187,989 $14.8M
Passaic Partners LLC 2.22% Reduce -15.1% 185,917 $14.7M
Flagship Harbor Advisors, LLC 0.77% Add +286.9% 185,333 $14.6M
Atria Wealth Solutions, Inc. 0.17% Reduce -3.6% 181,810 $14.3M
Vaughan David Investments LLC 0.33% Add +3.1% 181,313 $14.3M
Matauro, LLC 2.87% Add +11.4% 179,476 $14.2M
Avantax Advisory Services, Inc. 0.08% Add +208.5% 177,438 $14.0M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.14% No change 177,456 $14.0M
Trust Asset Management LLC 1.14% Add +4.2% 176,270 $13.9M
Fifth Third Securities, Inc. 1.16% Add +21.1% 174,884 $13.8M
First Financial Bank - Trust Division 1.31% Reduce -11.7% 172,011 $13.6M
Main Management LLC 1.19% Reduce -16.6% 172,000 $13.6M
Freestone Grove Partners LP 0.14% New 167,807 $13.2M
Integrity Alliance, Llc. 0.52% Add +337.9% 167,025 $13.2M
Westwood Holdings Group Inc. 0.10% Reduce -5.6% 166,577 $13.1M
Trek Financial, LLC 0.95% Add +106.4% 166,385 $13.1M
Kestra Advisory Services, LLC 0.06% Reduce -19.0% 165,891 $13.1M
Wealth Advisors of Iowa, LLC 5.57% Add +5.8% 164,286 $13.0M
Clarity Financial LLC 1.46% Add +5.3% 160,861 $12.7M
German American Bancorp, Inc. 1.33% Add +0.8% 157,083 $12.4M
Bank of Montreal 0.01% Reduce -26.6% 156,703 $12.4M
Prime Capital Investment Advisors, LLC 0.14% Add +8.5% 154,633 $12.2M
Biltmore Wealth Management, LLC 5.12% Reduce -0.2% 154,058 $12.1M
HSBC Holdings PLC 0.01% Reduce -31.1% 153,800 $12.0M
Full Sail Capital, LLC 0.75% Reduce -1.0% 146,902 $11.6M
PFG Advisors 0.63% Reduce -0.7% 143,411 $11.3M
B. Riley Wealth Advisors, Inc. 0.34% Reduce -0.4% 140,794 $11.1M
Spirepoint Private Client, LLC 1.42% Add +19.1% 137,788 $10.9M
Balyasny Asset Management L.P. 0.03% Reduce -83.5% 137,626 $10.9M
Rothschild Capital Partners, LLC 2.82% Add +8.1% 136,731 $10.8M
Corient Private Wealth LP 0.02% Reduce -11.9% 136,408 $10.8M
Agf Management Ltd. 0.06% Add +4.6% 135,971 $10.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.31% No change 135,720 $10.7M
MAI Capital Management 0.08% Add +4.4% 133,605 $10.5M
Orion Porfolio Solutions, LLC 0.10% Reduce -5.2% 132,934 $10.5M
Orion Portfolio Solutions, LLC 0.10% Reduce -5.2% 132,934 $10.5M
Swan Global Investments, LLC 0.52% Reduce -7.3% 129,272 $10.2M
Himension Capital (singapore) Pte. LTD. 0.86% New 127,559 $10.1M
Sequoia Financial Advisors, LLC 0.08% Reduce -29.8% 127,534 $10.1M
KCM Investment Advisors LLC 0.36% Add +7.4% 127,200 $10.0M
Quadrature Capital Ltd 0.22% Add +523.0% 126,698 $10.0M
FIL Ltd 0.01% Add +1131.2% 126,481 $10.0M
Jones Financial Companies LLLP 0.01% Add +61.0% 126,766 $9.9M
TCV Trust & Wealth Management, Inc. 0.90% Add +1.0% 123,409 $9.7M
Forte Capital LLC 1.12% Reduce -2.3% 120,056 $9.5M
Bedell Frazier Investment Counselling, LLC 2.36% Reduce -4.5% 117,751 $9.3M
Onyx Bridge Wealth Group LLC 1.31% Add +2185.0% 115,645 $9.1M
Dakota Wealth Management 0.21% Add +6.2% 115,123 $9.1M
Sanctuary Advisors, LLC 0.06% Add +9.0% 114,769 $9.0M
NorthCoast Asset Management LLC 0.05% Add +2.8% 114,653 $9.0M
Cerity Partners LLC 0.02% Add +3.5% 113,419 $8.9M
Peapack Gladstone Financial Corp. 0.13% Reduce -1.1% 112,451 $8.9M
Deane Retirement Strategies, Inc. 4.19% New 111,481 $8.8M
Capital Fund Management S.A. 0.11% New 110,963 $8.7M
1832 Asset Management L.P. 0.02% New 109,775 $8.7M
NewEdge Advisors, LLC 0.05% Add +0.1% 109,683 $8.6M
Twin Focus Capital Partners, LLC 1.33% Add +9.9% 108,300 $8.5M
Alliancebernstein L.P. 0.00% Add +85.9% 107,919 $8.5M
Kwmg, LLC 0.87% Add +0.8% 107,836 $8.5M
Coldstream Capital Management Inc. 0.18% Reduce -23.5% 107,444 $8.5M
U.S. Capital Wealth Advisors, LLC 0.26% Add +1.0% 107,042 $8.4M
Madrid Financial Services 6.14% Add +12.9% 106,911 $8.4M
Rockefeller Capital Management L.P. 0.02% Reduce -34.2% 106,615 $8.4M
Atria Investments, Inc 0.11% Reduce -10.3% 104,954 $8.3M
Capital Investment Advisors, LLC 0.16% Add +1.7% 103,950 $8.2M
Spire Wealth Management 0.26% Add +34.9% 101,696 $8.0M
Meritage Portfolio Management 0.53% Reduce -1.7% 101,074 $8.0M
Charles Schwab Investment Management Inc. 0.00% Add +5.9% 100,677 $7.9M
Altfest L J & Co. Inc. 0.99% Add +84.4% 100,426 $7.9M
Armstrong Advisory Group, Inc. 0.62% No change 103,110 $7.8M
Robertson Stephens Wealth Management, LLC 0.29% Add +9.7% 97,237 $7.7M
Creative Planning 0.01% Add +7.4% 96,685 $7.6M
Hollow Brook Wealth Management LLC 2.24% No change 96,354 $7.6M
Prudent Investors Network, Inc. 2.16% Reduce -38.8% 96,320 $7.6M
Cornerstone Wealth Group, LLC 0.63% New 96,101 $7.6M
Avalon Capital Management 2.19% Add +0.4% 95,466 $7.5M
First Interstate Bank 0.45% Reduce -6.2% 94,852 $7.5M
Graypoint LLC 0.46% Reduce -2.2% 94,112 $7.4M
Courier Capital LLC 0.48% Add +56.3% 93,368 $7.4M
Morton Community Bank 1.92% Add +8.8% 92,911 $7.3M
IHT Wealth Management, LLC 0.23% Add +7.4% 92,589 $7.3M
Assetmark, Inc. 0.02% Reduce -36.8% 91,208 $7.2M
Krilogy Financial LLC 0.47% Reduce -2.8% 91,178 $7.2M
Sumitomo Mitsui Financial Group, Inc. 0.13% Reduce -1.1% 91,118 $7.2M
Edgewood Management LLC 0.02% No change 88,286 $7.0M
Twin Tree Management, LP 0.15% Add +2878.7% 87,752 $6.9M
Modern Wealth Management, LLC 0.22% Add +8.5% 87,647 $6.9M
&partners 0.07% Add +11.5% 87,795 $6.8M
Renaissance Technologies 0.01% Reduce -14.3% 86,400 $6.8M
Brown Advisory Inc. 0.01% Add +457.6% 84,715 $6.7M
Citadel Advisors 0.01% Reduce -75.2% 84,395 $6.7M
SteelPeak Wealth, LLC 0.28% Reduce -15.2% 84,390 $6.7M
Centaurus Financial, Inc. 0.40% Add +47.1% 83,950 $6.6M
Bar Harbor Wealth Management 0.44% Add +8.6% 83,868 $6.6M
Intrua Financial, LLC 1.03% Add +354.5% 83,781 $6.6M
Concurrent Investment Advisors, LLC 0.16% Reduce -10.9% 82,726 $6.5M
Lake Hills Wealth Management, LLC 4.48% Add +195.5% 82,340 $6.5M
Sigma Planning Corp 0.21% Reduce -1.0% 81,607 $6.4M
BlueStem Wealth Partners, LLC 0.88% New 81,561 $6.4M
Evolution Wealth Advisors, LLC 1.07% New 81,369 $6.4M
Integrated Wealth Concepts LLC 0.07% Reduce -8.2% 81,359 $6.4M
Silverleafe Capital Partners, LLC 2.18% Add +12.8% 80,397 $6.3M
Silvercrest Asset Management Group LLC 0.04% Add +3.3% 79,751 $6.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% New 79,082 $6.2M
Vista Finance, LLC 5.40% Add +1.5% 78,903 $6.2M
IFG Advisory, LLC 0.34% Add +3.8% 77,258 $6.1M
Comerica Bank 0.03% Reduce -1.9% 76,976 $6.1M
Fluent Financial, LLC 2.64% Add +22.2% 76,729 $6.1M
Snowden Capital Advisors LLC 0.19% Add +21.9% 76,564 $6.0M
DRW Securities, LLC 0.51% New 76,127 $6.0M
Ocean Park Asset Management, LLC 0.21% Add +20.0% 76,092 $6.0M
Fortis Group Advisors, LLC 1.16% Add +108.1% 75,651 $6.0M
Meridian Investment Counsel Inc. 1.75% Add +2.5% 75,444 $5.9M
Madison Park Capital Advisors, LLC 5.20% Add +3.0% 75,237 $5.9M
Vectors Research Management, LLC 2.06% Reduce -4.3% 74,851 $5.9M
Dynamic Advisor Solutions LLC 0.19% New 74,024 $5.8M
Perigon Wealth Management, LLC 0.15% Add +200.2% 73,977 $5.8M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -6.2% 73,049 $5.8M
Advisory Services Network, LLC 0.11% Reduce -43.1% 71,388 $5.6M
Perkins Coie Trust Co 1.27% Reduce -1.1% 71,245 $5.6M
Benjamin Edwards Inc. 0.08% Reduce -28.4% 70,974 $5.6M
Wela Strategies, Inc. 2.35% Reduce -40.4% 70,641 $5.6M
Capital Insight Partners, LLC 0.97% Add +585.2% 70,496 $5.6M
Adams Diversified Equity Fund, Inc. 0.22% New 70,400 $5.6M
Nottingham Advisors, Inc. 0.85% Reduce -15.0% 70,320 $5.5M
Gunma Bank,Ltd. 1.78% Reduce -34.6% 70,199 $5.5M
IFP Advisors, Inc 0.17% Reduce -2.0% 69,595 $5.5M
Marks Wealth, LLC 2.01% New 69,495 $5.5M
Beacon Pointe Advisors, LLC 0.06% Reduce -24.0% 69,228 $5.5M
GWN Securities Inc. 0.31% Add +1045.3% 68,388 $5.4M
Prospera Financial Services Inc 0.12% Reduce -43.6% 68,421 $5.4M
IMZ Advisory Inc 2.44% Add +24.1% 68,168 $5.4M
Mountain Hill Investment Partners Corp. 5.24% Add +1.6% 68,086 $5.4M
Sound View Wealth Advisors Group, LLC 0.44% Add +2.7% 68,036 $5.4M
Private Wealth Advisors, LLC 2.25% Reduce -1.6% 67,889 $5.4M
Innova Wealth Partners 3.25% Reduce -3.4% 66,554 $5.2M
Allworth Financial LP 0.03% Reduce -1.7% 66,763 $5.2M
Algorithmic Investment Models, LLC 3.84% Reduce -14.3% 66,058 $5.2M
Wedbush Securities Inc. 0.19% Add +25.8% 65,384 $5.2M
Toth Financial Advisory Corp. 0.62% Reduce -6.3% 65,168 $5.1M
Granby Capital Management, LLC 2.76% No change 65,000 $5.1M
Freestone Capital Holdings, LLC 0.19% Reduce -1.5% 64,332 $5.1M
CIBC Private Wealth Group LLC 0.01% Reduce -1.3% 69,197 $5.1M
Consolidated Capital Management, LLC 2.07% New 63,187 $5.0M
Maven Securities LTD 1.08% Add +140.8% 62,674 $4.9M
Martin & Co. Inc. 0.95% Add +0.1% 62,373 $4.9M
Virtu Financial LLC 0.27% New 62,120 $4.9M
Blair William & Co. 0.01% Add +13.8% 61,831 $4.9M
Oak Harvest Investment Services 0.68% New 61,815 $4.9M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.21% No change 61,362 $4.8M
Csenge Advisory Group 0.27% Reduce -29.8% 62,180 $4.8M
Hudson Bay Capital Management LP 0.04% Reduce -49.6% 61,000 $4.8M
Vickerman Investment Advisors, Inc. 1.07% Reduce -4.7% 60,119 $4.7M
Turtle Creek Wealth Advisors, LLC 0.71% Add +52.7% 60,065 $4.7M
Appleton Partners Inc. 0.36% Add +10.9% 58,943 $4.6M
J.W. Cole Advisors, Inc. 0.14% Reduce -43.0% 58,915 $4.6M
Independent Financial Group, LLC 0.16% Reduce -42.0% 58,227 $4.6M
Monument Capital Management 1.41% New 58,048 $4.6M
AmeriServ Wealth Advisors 2.64% Add +1.4% 57,899 $4.6M
Mgo One Seven LLC 0.17% Reduce -6.6% 57,031 $4.5M
Regal Investment Advisors LLC 0.36% Reduce -19.3% 56,970 $4.5M
Morningstar Investment Management LLC 0.38% Add +0.3% 56,061 $4.4M
Chemung Canal Trust Co. 0.96% Reduce -23.9% 55,676 $4.4M
BlueCrest Capital Management Ltd 0.89% New 55,288 $4.4M
Legacy Private Trust Co. 0.30% Add +2.2% 55,272 $4.4M
Crabel Capital Management, LLC 4.64% New 54,540 $4.3M
StoneX Group Inc. 0.24% Add +10.4% 54,363 $4.3M
Innealta Capital, LLC 2.33% Add +14.7% 54,117 $4.3M
Cadent Capital Advisors, LLC 1.62% Reduce -1.1% 53,995 $4.3M
Trilogy Capital Inc. 0.22% Add +1529.0% 53,986 $4.3M
Ayalon Insurance Comp Ltd. 1.37% Add +11.5% 53,705 $4.2M
Demars Financial Group, LLC 1.78% Add +6.8% 53,270 $4.2M
Phoenix Financial Ltd. 0.06% Reduce -84.2% 53,148 $4.2M
Valmark Advisers, Inc. 0.06% Add +24.5% 52,840 $4.2M
Valence8 US LP 1.94% Add +0.5% 52,514 $4.1M
Estate Counselors, LLC 0.43% Add +0.3% 52,339 $4.1M
Roundview Capital LLC 0.30% Add +0.6% 52,197 $4.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +53.1% 52,187 $4.1M
MIdWestOne Financial Group, Inc. 0.58% Add +5.6% 52,135 $4.1M
Mercer Global Advisors Inc. 0.01% Reduce -0.2% 52,076 $4.1M
Amica Mutual Insurance Co. 0.45% No change 51,924 $4.1M
AQR Capital Management 0.00% Add +3.5% 51,682 $4.1M
Berger Financial Group, Inc 0.28% Add +2.1% 50,964 $4.0M
HCR Wealth Advisors 0.52% Add +0.9% 50,948 $4.0M
Waycross Investment Management Co 4.51% Reduce -0.7% 50,713 $4.0M
Cibc World Markets Corp. 0.03% Add +26.6% 50,553 $4.0M
Sabal Trust CO 0.22% Add +1.3% 50,284 $4.0M
Larson Financial Group LLC 0.19% Add +194.8% 50,252 $4.0M
Exencial Wealth Advisors, LLC 0.15% Reduce -2.5% 50,193 $4.0M
Foundations Investment Advisors, LLC 0.07% Add +40.4% 50,141 $4.0M
Gladstone Institutional Advisory LLC 0.18% Reduce -19.2% 49,628 $3.9M
FMR LLC 0.00% Add +21.7% 49,361 $3.9M
Oppenheimer & Co. Inc. 0.06% Add +3.0% 49,004 $3.9M
Penserra Capital Management LLC 0.07% New 48,991 $3.9M
Fifth Third Bancorp 0.01% Add +0.3% 48,958 $3.9M
Denver Wealth Management, Inc. 1.75% Reduce -9.2% 48,563 $3.8M
Round Rock Advisors LLC 0.71% New 48,452 $3.8M
One Wealth Map LLC 2.54% Add +0.3% 50,253 $3.8M
EP Wealth Advisors, LLC 0.03% Reduce -2.0% 48,270 $3.8M
CENTRAL TRUST Co 0.09% Add +12.0% 47,975 $3.8M
Financial Advocates Investment Management 0.26% Reduce -9.5% 47,736 $3.8M
Ashton Thomas Private Wealth, LLC 0.14% Add +91.8% 47,309 $3.7M
Wellington Management Group LLP 0.00% Add +243.1% 46,852 $3.7M
Atom Investors LP 0.45% Add +147.2% 46,276 $3.6M
Kestra Private Wealth Services, LLC 0.06% Add +1.0% 46,113 $3.6M
S. R. Schill & Associates 2.89% Add +11.4% 45,962 $3.6M
Measured Wealth Private Client Group, LLC 1.16% Reduce -15.8% 45,894 $3.6M
Readystate Asset Management LP 0.33% New 45,550 $3.6M
Paragon Financial Partners, Inc. 2.80% Add +0.3% 45,328 $3.6M
Ellis Investment Partners, LLC 0.74% Reduce -9.1% 45,302 $3.6M
Trust Co. of Oklahoma 1.23% Add +0.9% 45,276 $3.6M
Apriem Advisors 0.41% No change 44,800 $3.5M
Fiduciary Group, LLC 0.35% Reduce -4.7% 44,136 $3.5M
Centurion Wealth Management LLC 1.08% No change 45,765 $3.5M
Hamel Associates, Inc. 1.17% Reduce -0.7% 43,773 $3.5M
Cranbrook Wealth Management, LLC 0.80% Reduce -2.3% 43,562 $3.4M
West Financial Advisors, LLC 0.65% Add +19.5% 43,329 $3.4M
Forbes J M & Co. LLP 0.33% Reduce -1.3% 42,773 $3.4M
Provident Co of the Employees of the Hebrew University LTD 3.83% No change 42,353 $3.3M
Key Client Fiduciary Advisors, LLC 1.53% Reduce -26.2% 42,151 $3.3M
Ausdal Financial Partners, Inc. 0.25% Add +10.5% 42,027 $3.3M
MFG Wealth Management, Inc. 3.13% Add +0.6% 41,617 $3.3M
Mutual Advisors, LLC 0.09% Add +76.8% 41,816 $3.3M
1 North Wealth Services LLC 1.50% New 41,236 $3.3M
Lionsbridge Wealth Management LLC 2.88% Add +83.4% 42,052 $3.2M
Prosperity Consulting Group, LLC 0.25% Add +17.6% 40,889 $3.2M
Farmers & Merchants Trust Co of Chambersburg PA 1.14% Add +8.4% 40,851 $3.2M
Park Edge Advisors, LLC 0.88% Add +14.4% 40,144 $3.2M
Greenwood Capital Associates LLC 0.42% Add +8.4% 39,576 $3.1M
Associated Banc-Corp 0.10% Reduce -0.4% 39,521 $3.1M
Simplex Trading, LLC 0.11% Reduce -74.7% 39,277 $3.1M
PFG Investments, LLC 0.20% Add +10.8% 39,236 $3.1M
SMART Wealth LLC 1.11% Add +178.9% 39,196 $3.1M
NBT Bank, N.A. 0.22% Reduce -1.4% 39,091 $3.1M
Providence First Trust Co 1.25% Add +2.7% 39,057 $3.1M
Harbour Investments, Inc. 0.09% Reduce -26.4% 38,865 $3.1M
Investment Partners, LTD. 1.27% Add +0.1% 38,827 $3.1M
Inlight Wealth Management, LLC 1.88% New 38,547 $3.0M
CX Institutional 0.11% Add +20.7% 38,458 $3.0M
Keybank National Association 0.01% Add +0.3% 37,833 $3.0M
Adams Wealth Management 0.58% New 37,738 $3.0M
CacheTech Inc. 0.58% New 37,738 $3.0M
LCM Capital Management Inc 1.73% Add +0.6% 37,415 $3.0M
Advisor Resource Council 0.24% New 38,745 $2.9M
Rockport Wealth LLC 1.04% Add +22.0% 37,363 $2.9M
Old National Bancorp 0.08% Reduce -4.8% 37,300 $2.9M
111 Capital 0.57% New 37,287 $2.9M
Cordatus Wealth Management LLC 0.80% Reduce -64.3% 37,084 $2.9M
First Merchants Corp. 0.12% Reduce -1.8% 36,924 $2.9M
WBH Advisory Inc. 0.27% Reduce -3.2% 36,737 $2.9M
DAVENPORT & Co LLC 0.02% Reduce -5.8% 36,663 $2.9M
Tidal Investments LLC 0.02% Reduce -61.8% 36,425 $2.9M
Fragasso Financial Advisors Inc 0.21% New 36,279 $2.9M
Provida Pension Fund Administrator 0.06% No change 36,049 $2.8M
Canton Hathaway, LLC 0.57% Add +1.6% 36,023 $2.8M
Cim Investment Management Inc. 0.65% Reduce -0.1% 35,966 $2.8M
RPg Family Wealth Advisory, LLC 0.80% Add +40.4% 35,827 $2.8M
St Germain D J Co. Inc. 0.13% Reduce -5.2% 34,964 $2.8M
Waverly Advisors, LLC 0.03% Reduce -7.6% 34,855 $2.7M
Sandy Spring Bank 0.12% Reduce -1.6% 34,679 $2.7M
Koa Wealth Management, LLC 2.21% Reduce -3.8% 34,634 $2.7M
Ranch Capital Advisors Inc. 1.28% Add +27.6% 34,171 $2.7M
TRUE Private Wealth Advisors 0.33% Reduce -0.2% 34,116 $2.7M
American Assets Investment Management, LLC 0.23% No change 34,000 $2.7M
Brave Asset Management Inc. 0.84% Reduce -49.1% 33,872 $2.7M
MV Capital Management, Inc. 0.29% Reduce -6.3% 33,824 $2.7M
Level Four Advisory Services, LLC 0.11% Add +421.1% 33,699 $2.7M
Wayfinding Financial, LLC 1.16% Reduce -2.3% 33,698 $2.7M
Simmons Bank 0.20% Reduce -0.2% 33,669 $2.7M
Glenmede Trust Co. NA 0.01% Add +5.9% 33,611 $2.7M
D.A. Davidson & Co. 0.02% Add +6.8% 33,512 $2.6M
Founders Financial Securities LLC 0.22% Add +59.7% 33,554 $2.6M
Cary Street Partners Financial LLC 0.08% Reduce -5.0% 33,396 $2.6M
Strategic Financial Partners, Ltd. 1.38% New 33,189 $2.6M
SeaCrest Wealth Management, LLC 0.29% Add +1.4% 32,734 $2.6M
Ameritas Advisory Services, LLC 0.10% Add +14.8% 33,007 $2.6M
Collaborative Wealth Managment Inc. 1.20% Reduce -3.3% 32,518 $2.6M
Atlas Capital Advisors Inc. 0.32% Add +4.5% 32,379 $2.6M
Tyler-Stone Wealth Management 0.46% Add +5.6% 32,205 $2.5M
Rye Brook Capital LLC 3.18% Add +1.1% 32,150 $2.5M
Montag A & Associates Inc. 0.13% Reduce -12.3% 32,138 $2.5M
Encompass More Asset Management 0.75% Add +12.8% 32,063 $2.5M
Milestone Asset Management, LLC 0.54% New 32,023 $2.5M
Huntington National Bank 0.02% Reduce -5.4% 31,914 $2.5M
Financial Partners Group, LLC 1.09% Reduce -22.3% 31,901 $2.5M
Miller Howard Investments Inc. 0.08% Reduce -51.3% 31,541 $2.5M
GenTrust, LLC 0.12% New 31,428 $2.5M
Symmetry Partners, LLC 0.34% Add +12.2% 31,364 $2.5M
Credit Agricole S A 0.01% Add +27.6% 31,350 $2.5M
Focus Financial Network, Inc. 0.10% Reduce -25.2% 31,332 $2.5M
RFG Advisory, LLC 0.07% Reduce -49.4% 31,203 $2.5M
AMG National Trust Bank 0.07% Add +9.6% 30,772 $2.4M
Sage Capital Advisors,llc 0.63% Add +3.0% 30,636 $2.4M
GTS Securities LLC 0.10% Reduce -59.6% 30,630 $2.4M
Legal & General Group Plc 0.00% Add +1775.8% 30,950 $2.4M
Flow Traders U.S. LLC 0.10% New 30,493 $2.4M
Winthrop Capital Management, LLC 0.66% Reduce -11.0% 30,271 $2.4M
Wilson & Boucher Capital Management, LLC 1.76% Reduce -1.0% 29,978 $2.4M
D L Carlson Investment Group Inc. 0.45% Reduce -3.9% 29,843 $2.4M
Pinnacle Financial Partners Inc 0.05% Reduce -9.8% 29,973 $2.3M
Horizon Investments, LLC 0.07% Add +51.7% 29,758 $2.3M
Shepherd Financial Partners LLC 0.27% Add +7.3% 29,686 $2.3M
Asset Allocation Strategies LLC 0.58% Reduce -13.5% 29,573 $2.3M
Synovus Financial Corp. 0.03% Add +2.9% 29,361 $2.3M
KOM Wealth Management Group, LLC 2.01% Add +21.4% 29,183 $2.3M
Fairvoy Private Wealth, LLC 0.63% Reduce -8.3% 29,141 $2.3M
Commerce Bank 0.01% Add +7.9% 29,118 $2.3M
D. Scott Neal, Inc. 1.27% New 28,933 $2.3M
Modera Wealth Management, LLC 0.03% Add +0.2% 28,922 $2.3M
Magnus Financial Group LLC 0.22% Add +17.1% 28,854 $2.3M
Signal Advisors Wealth, LLC 0.22% Reduce -54.8% 28,840 $2.3M
CoreCap Advisors, LLC 0.10% Reduce -22.2% 28,788 $2.3M
LM Advisors LLC 0.41% Add +1.8% 28,744 $2.3M
Laurel Wealth Advisors LLC 0.35% Add +0.3% 28,663 $2.3M
Butensky & Cohen Financial Security, Inc. 0.69% Add +0.7% 28,410 $2.2M
Mechanics Bank Trust Department 0.31% Add +10.9% 28,359 $2.2M
Zullo Investment Group, Inc. 0.96% Reduce -2.2% 28,357 $2.2M
AE Wealth Management LLC 0.02% Add +11.6% 28,309 $2.2M
Private Capital Management, LLC 0.25% Reduce -1.2% 28,215 $2.2M
Virtue Capital Management, LLC 0.26% Reduce -71.3% 28,126 $2.2M
Patten & Patten Inc. 0.15% Add +2.1% 27,941 $2.2M
Pallas Capital Advisors LLC 0.09% Reduce -8.0% 27,880 $2.2M
Cavalier Investments, LLC 0.75% New 27,840 $2.2M
Stableford Capital II LLC 0.93% Reduce -46.8% 28,135 $2.2M
Axxcess Wealth Management, LLC 0.06% Reduce -36.1% 27,672 $2.2M
JSF Financial, LLC 0.57% Add +5.8% 27,373 $2.2M
Planwiser Financial, LLC 1.95% — 26,650 $2.2M
Clearbridge Investments, LLC 0.00% Reduce -0.7% 27,192 $2.1M
Aspen Investment Management Inc 0.99% Add +17.9% 27,192 $2.1M
Retireful, LLC 2.02% Reduce -21.1% 27,457 $2.1M
Fox Hill Wealth Management 1.26% Add +0.2% 27,086 $2.1M
Alpha Cubed Investments, LLC 0.10% Reduce -11.3% 27,075 $2.1M
Kingsview Wealth Management, LLC 0.04% Reduce -9.2% 26,835 $2.1M
AAFMAA Wealth Management & Trust LLC 0.96% New 26,749 $2.1M
Journey Strategic Wealth LLC 0.07% Add +0.5% 26,670 $2.1M
Everstar Asset Management, LLC 1.39% Reduce -3.3% 26,539 $2.1M
Premier Path Wealth Partners, LLC 0.32% Reduce -1.9% 26,450 $2.1M
Brookstone Capital Management 0.03% Reduce -43.5% 26,262 $2.1M
Callan Capital, LLC 0.15% Reduce -3.7% 26,074 $2.1M
TD Waterhouse Canada Inc. 0.02% Add +48.8% 25,914 $2.0M
Wealthcare Advisory Partners LLC 0.05% Reduce -3.0% 25,689 $2.0M
Hudock, Inc. 0.35% Add +44.8% 25,599 $2.0M
Belpointe Asset Management LLC 0.10% Add +98.5% 25,503 $2.0M
Accretive Wealth Partners, LLC 0.71% Add +9.6% 24,948 $2.0M
Venturi Wealth Management, LLC 0.10% Add +73.7% 25,425 $2.0M
Johnson Investment Counsel Inc. 0.02% Reduce -2.5% 25,380 $2.0M
Wealthfront Advisers LLC 0.01% Add +7.8% 25,378 $2.0M
Interactive Financial Advisors, Inc. 1.06% Add +2.4% 25,344 $2.0M
Midwest Financial Group LLC 1.16% Add +8.2% 25,344 $2.0M
Great Valley Advisor Group, Inc. 0.04% Add +6.3% 25,272 $2.0M
Wealthedge Investment Advisors, LLC 0.90% Add +35.6% 25,216 $2.0M
Crews Bank & Trust 0.34% Reduce -1.3% 25,167 $2.0M
Apollon Wealth Management, LLC 0.04% Add +4.1% 25,103 $2.0M
National Bank of Canada 0.00% Reduce -56.6% 25,119 $2.0M
Mariner Investment Group LLC 0.78% New 25,000 $2.0M
Scotia Capital Inc. 0.01% Add +361.1% 24,905 $2.0M
Private Trust Co. NA 0.20% Add +3.6% 24,345 $1.9M
Summit Trail Advisors, LLC 0.06% Reduce -16.0% 24,321 $1.9M
Two Sigma Securities, LLC 0.29% Add +55.6% 24,250 $1.9M
Wealth Quarterback LLC 1.07% Reduce -44.7% 24,164 $1.9M
Choate Investment Advisors 0.05% No change 24,120 $1.9M
Arkadios Wealth Advisors 0.07% Add +33.2% 24,056 $1.9M
Securian Asset Management, Inc. 0.06% No change 24,000 $1.9M
Consolidated Investment Group LLC 0.29% Reduce -4.5% 23,870 $1.9M
Woodmont Investment Counsel LLC 0.13% Reduce -0.7% 23,625 $1.9M
Guidance Capital, Inc. 0.57% Add +1.9% 23,243 $1.9M
Ironsides Asset Advisors, LLC 0.54% No change 23,485 $1.9M
Sendero Wealth Management, LLC 0.26% No change 23,375 $1.8M
Capital Investment Advisory Services, LLC 0.16% Reduce -0.8% 23,354 $1.8M
Grandview Asset Management LLC 0.70% Add +50.4% 23,278 $1.8M
WESPAC Advisors SoCal, LLC 0.47% Add +0.0% 22,860 $1.8M
Franklin Street Advisors Inc. 0.13% No change 22,754 $1.8M
Corundum Group, Inc. 0.86% Reduce -35.6% 22,748 $1.8M
M1 Capital Management LLC 1.11% Add +0.3% 22,435 $1.8M
Manhattan West Asset Management, LLC 0.45% Add +1.4% 22,304 $1.8M
Zuckerman Investment Group, LLC 0.19% Add +1.1% 22,288 $1.8M
Integrated Advisors Network LLC 0.09% Reduce -42.5% 22,267 $1.8M
HBK Sorce Advisory LLC 0.05% Add +8.8% 22,236 $1.8M
NCM Capital Management, LLC 0.79% Add +4.7% 22,152 $1.7M
Koshinski Asset Management, Inc. 0.15% Reduce -12.5% 22,031 $1.7M
Corrado Advisors, LLC 1.16% Add +7.7% 21,986 $1.7M
Hilltop Holdings Inc. 0.11% Add +30.1% 21,906 $1.7M
Orange Investment Advisors, Inc. 0.21% Reduce -1.8% 21,902 $1.7M
United Capital Financial Advisors, LLC 0.01% Add +20.7% 21,759 $1.7M
Geneos Wealth Management Inc. 0.06% Reduce -2.8% 21,729 $1.7M
Kercheville Advisors, LLC 0.70% Reduce -2.0% 21,650 $1.7M
Moulton Wealth Management, Inc. 1.30% Add +16.5% 21,645 $1.7M
ExodusPoint Capital Management, LP 0.02% Reduce -0.3% 21,584 $1.7M
Performance Wealth Partners, LLC 0.06% Reduce -3.8% 21,578 $1.7M
Hollencrest Capital Management 0.07% Add +0.0% 21,544 $1.7M
Chilton Investment Co. Inc. 0.04% No change 21,500 $1.7M
Good Life Advisors, LLC 0.12% Add +15.4% 21,450 $1.7M
Intrepid Financial Planning Group LLC 0.78% Reduce -5.7% 21,508 $1.7M
GeoWealth Management, LLC 0.07% Add +25.8% 21,430 $1.7M
Accel Wealth Management 0.61% Add +0.3% 21,372 $1.7M
Peak Financial Advisors LLC 0.85% Reduce -0.1% 21,230 $1.7M
Federation des caisses Desjardins du Quebec 0.01% Add +218.3% 21,212 $1.7M
Sharper & Granite LLC 0.69% Reduce -0.7% 21,136 $1.7M
Altura Wealth Advisors Inc. 1.10% Add +30.8% 21,017 $1.7M
Venture Visionary Partners LLC 0.07% Reduce 0.0% 21,002 $1.7M
SCS Capital Management LLC 0.02% New 20,978 $1.7M
Proffitt & Goodson Inc. 0.27% Reduce -0.4% 20,963 $1.7M
Laraway Financial Advisors Inc 1.31% Add +0.2% 20,932 $1.7M
Community Bank, N.A. 0.22% Add +0.5% 20,623 $1.6M
EHP Funds Inc. 1.80% Reduce -17.3% 20,500 $1.6M
Per Stirling Capital Management, LLC. 0.23% Add +523.5% 20,457 $1.6M
Colton Groome Financial Advisors, LLC 0.63% Reduce -5.2% 20,441 $1.6M
Manchester Capital Management LLC 0.20% No change 20,405 $1.6M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -18.2% 20,392 $1.6M
1ST Source Bank 0.09% Add +0.5% 20,367 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -2.0% 20,541 $1.6M
Peoples Financial Services Corp. 0.77% Add +0.5% 20,287 $1.6M
Ssi Investment Management LLC 0.65% Reduce -0.0% 20,253 $1.6M
Aristides Capital LLC 0.59% No change 20,188 $1.6M
International Assets Investment Management, LLC 0.14% Add +36.6% 20,157 $1.6M
Counterweight Ventures, LLC 1.13% Add +3.6% 20,057 $1.6M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.86% New 20,000 $1.6M
PEAK6 LLC 0.06% Add +125.4% 19,989 $1.6M
Savior LLC 9.38% Reduce -7.4% 19,796 $1.6M
Floyd Financial Group LLC 1.41% Add +3.0% 19,730 $1.6M
Moors & Cabot, Inc. 0.08% Add +20.5% 19,591 $1.5M
Merit Financial Group, LLC 0.02% Add +0.7% 19,133 $1.5M
Citizens Financial Group Inc. 0.03% Reduce -7.3% 18,917 $1.5M
Quantinno Capital Management LP 0.01% Add +4.5% 18,903 $1.5M
Central Bank & Trust Co. 0.25% Add +54.3% 18,695 $1.5M
Asset Advisors Investment Management, LLC 0.15% Add +3.1% 18,663 $1.5M
WP Advisors, LLC 0.49% Add +0.7% 18,574 $1.5M
Western Wealth Management, LLC 0.10% Add +3.4% 18,426 $1.5M
Polymer Capital Management (HK) LTD 0.25% No change 18,384 $1.4M
World Investment Advisors 0.04% Reduce -25.0% 18,235 $1.4M
Strategic Blueprint, LLC 0.08% Add +0.2% 18,084 $1.4M
CreativeOne Wealth, LLC 0.04% Reduce -5.3% 17,898 $1.4M
Kovack Advisors, Inc. 0.15% Add +7.6% 17,822 $1.4M
Freedom Financial Partners LLC 0.65% Reduce -1.9% 17,746 $1.4M
Stamos Capital Partners, L.P. 0.36% Reduce -11.2% 17,606 $1.4M
CWA Asset Management Group, LLC 0.07% Add +159.8% 17,435 $1.4M
Foguth Wealth Management, LLC. 0.33% Reduce -66.7% 17,371 $1.4M
JBR Co Financial Management Inc 0.80% Add +0.5% 17,311 $1.4M
Stillwater Capital Advisors, LLC 0.19% Reduce -1.2% 17,221 $1.4M
Northeast Financial Consultants Inc 0.06% Add +0.0% 17,196 $1.4M
Heritage Wealth Advisors 0.07% No change 17,180 $1.4M
Arete Wealth Advisors, LLC 0.10% Add +7.8% 17,159 $1.4M
M&T Bank Corp 0.00% Reduce -54.5% 17,085 $1.3M
Clear Creek Financial Management, LLC 0.14% Add +10.5% 17,081 $1.3M
City Holding Co. 0.19% Reduce -2.3% 17,064 $1.3M
Parkside Investments, LLC 0.20% Reduce -5.6% 17,000 $1.3M
Cresset Asset Management, LLC 0.01% Reduce -20.7% 16,982 $1.3M
Sound Income Strategies, LLC 0.08% Add +11030.3% 16,918 $1.3M
Tocqueville Asset Management L.P. 0.02% Add +60.1% 16,904 $1.3M
Channel Wealth LLC 0.41% Reduce -1.2% 16,893 $1.3M
Certified Advisory Corp 0.15% Reduce -0.3% 16,865 $1.3M
Silver Coast Investments LLC 0.50% Add +2.4% 16,861 $1.3M
Carnegie Investment Counsel 0.03% Add +8.1% 18,044 $1.3M
Samalin Investment Counsel, LLC 0.53% Add +31.1% 16,624 $1.3M
Harbor Investment Advisory, LLC 0.13% Reduce -0.3% 16,521 $1.3M
Glass Jacobson Investment Advisors llc 0.43% No change 17,199 $1.3M
First Trust Advisors LP 0.00% Add +56.3% 16,496 $1.3M
Brueske Advisory Services, LLC 1.23% New 16,455 $1.3M
Econ Financial Services Corp 0.69% Add +3.1% 16,402 $1.3M
Schonfeld Strategic Advisors LLC 0.01% Reduce -53.0% 16,301 $1.3M
Jefferies Financial Group Inc. 0.02% Reduce -52.8% 16,243 $1.3M
New Wave Wealth Advisors LLC 0.57% Reduce -48.6% 16,143 $1.3M
Stephens Inc. 0.02% Add +1.3% 16,122 $1.3M
Sepio Capital, LP 0.10% Reduce -3.9% 16,064 $1.3M
Empowered Funds, LLC 0.02% New 16,031 $1.3M
Avior Wealth Management, LLC 0.05% Reduce -3.5% 16,018 $1.3M
Primoris Wealth Advisors, LLC 0.98% Reduce -67.8% 15,998 $1.3M
Evernest Financial Advisors, LLC 0.45% Add +1.5% 15,872 $1.3M
Second Half Financial Partners, LLC 0.62% Reduce -67.3% 15,851 $1.2M
Parallel Advisors, LLC 0.03% Add +10.9% 15,795 $1.2M
Shum Financial Group, Inc. 1.07% Add +0.0% 15,705 $1.2M
Tiaa Trust, National Association 0.00% Reduce -4.3% 15,690 $1.2M
Arrow Financial Corp 0.14% Reduce -5.1% 15,599 $1.2M
Diversified Enterprises, LLC 0.10% Reduce -0.1% 15,592 $1.2M
Patriot Investment Management Group, Inc. 0.09% No change 15,519 $1.2M
Fortem Financial Group, LLC 0.47% Reduce -38.0% 15,482 $1.2M
Waterway Wealth Management, LLC 0.51% Add +17.6% 15,477 $1.2M
Farmers Trust Co. 0.23% Reduce -0.2% 15,441 $1.2M
Granite Harbor Advisors, Inc. 0.65% Add +0.1% 15,437 $1.2M
Stratos Wealth Partners, LTD. 0.02% Reduce -7.4% 15,409 $1.2M
Penobscot Wealth Management 0.51% Add +32.8% 15,378 $1.2M
Lee Danner & Bass Inc. 0.10% No change 15,364 $1.2M
Leuthold Group, LLC 0.16% New 15,282 $1.2M
Freedom Investment Management, Inc. 0.10% Add +3.5% 15,260 $1.2M
Terra Nova Asset Management LLC 0.95% Add +1.2% 15,260 $1.2M
Nvest Financial, LLC 0.64% Reduce -4.6% 15,233 $1.2M
Financial Counselors Inc. 0.02% Reduce -0.5% 15,040 $1.2M
Country Club Bank 0.08% Reduce -1.0% 15,074 $1.2M
CWC Advisors, LLC. 0.66% Add +45.4% 14,770 $1.2M
Wincap Financial LLC 1.10% Add +0.8% 14,695 $1.2M
Bank of New York Mellon Corp 0.00% Reduce -15.6% 14,567 $1.1M
Personal Cfo Solutions, LLC 0.23% Reduce -1.8% 14,489 $1.1M
Silver Oak Securities, Incorporated 0.11% Add +4.5% 14,632 $1.1M
Allred Capital Management, LLC 0.45% Reduce -5.7% 14,364 $1.1M
Elevation Point Wealth Partners, LLC 0.10% Add +78.2% 14,360 $1.1M
WealthShield Partners, LLC 0.15% Add +2.4% 14,356 $1.1M
LMR Partners LLP 0.03% Reduce -68.3% 14,264 $1.1M
St. Nicholas Private Asset Management, Inc. 1.06% No change 14,220 $1.1M
Marshall Investment Management, LLC 0.69% Add +3.0% 14,147 $1.1M
Adapt Wealth Advisors, LLC 0.54% Reduce -9.5% 13,969 $1.1M
Private Wealth Group, LLC 0.65% Reduce -10.0% 13,960 $1.1M
Vontobel Holding Ltd. 0.00% Reduce -30.8% 13,940 $1.1M
Regions Financial Corp. 0.01% Add +2.4% 13,812 $1.1M
Sage Capital Management, LLC 0.59% Add +0.6% 13,772 $1.1M
Gerber Kawasaki Wealth & Investment Management 0.05% Add +2.2% 13,758 $1.1M
Rock Point Advisors, LLC 0.33% Reduce -3.9% 13,754 $1.1M
Essex LLC 0.23% Add +9.9% 13,742 $1.1M
NewEdge Wealth, LLC 0.02% Add +34.5% 13,727 $1.1M
Cladis Investment Advisory, LLC 0.78% Reduce -2.1% 13,618 $1.1M
Shulman DeMeo Asset Management LLC 0.30% Reduce -1.7% 13,471 $1.1M
Resonant Capital Advisors, LLC 0.07% No change 13,465 $1.1M
Beck Bode, LLC 0.20% Reduce -48.4% 13,398 $1.1M
XTX Topco Ltd 0.05% New 13,329 $1.1M
Arkfeld Wealth Strategies, L.L.C. 0.46% Reduce -3.7% 13,831 $1.1M
Creekside Partners 0.54% No change 13,202 $1.0M
Pine Valley Investments Ltd Liability Co 0.07% Add +25.4% 13,176 $1.0M
Allie Family Office LLC 0.56% Add +7.4% 13,047 $1.0M
Fourth Dimension Wealth, LLC 0.50% Reduce -0.9% 13,011 $1.0M
Keystone Financial Group 0.10% Reduce -19.1% 12,973 $1.0M
Pettyjohn, Wood & White, Inc. 0.20% Add +2.0% 12,952 $1.0M
Base Wealth Management LLC 0.78% — 12,919 $1.0M
Telos Capital Management, Inc. 0.11% Add +2.0% 12,808 $1.0M
3EDGE Asset Management, LP 0.07% Add +2.0% 12,913 $1.0M
Waldron Private Wealth LLC 0.05% No change 12,789 $1.0M
Uptown Financial Advisors LLC 1.04% Add +103.6% 12,765 $1.0M
LVZ, Inc. 0.13% New 12,761 $1.0M
Afg Fiduciary Services Limited Partnership 0.74% Reduce -2.1% 13,223 $1.0M
Iyo Bank, Ltd. 0.32% New 12,732 $1.0M
Meridian Wealth Management, LLC 0.05% Add +7.3% 12,782 $1.0M
Montecito Bank & Trust 0.18% Reduce -1.0% 12,648 $997K
Bfsg, LLC 0.12% Add +0.7% 12,592 $993K
Alamea Verwaltungs GmbH 0.85% — 12,500 $986K
HB Wealth Management, LLC 0.01% Add +111.6% 12,470 $983K
Compound Planning, Inc. 0.04% Add +3.1% 12,468 $983K
CRA Financial Services, LLC 0.17% Reduce -1.0% 12,433 $980K
Bank of Nova Scotia 0.00% Reduce -57.2% 12,433 $980K
Lynx Investment Advisory 0.65% Add +16.7% 12,423 $980K
First Horizon Advisors, Inc. 0.03% Reduce -5.1% 12,417 $979K
Capital Advisors, Ltd. LLC 0.13% Add +2.1% 12,420 $979K
Financial & Tax Architects, LLC 0.24% Add +17.6% 12,257 $966K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -2.0% 12,248 $966K
Stone Summit Wealth LLC 0.33% Reduce -6.9% 12,205 $962K
L.M. Kohn & Company 0.25% Add +6.9% 12,189 $961K
Triangle Securities Wealth Management 0.25% Reduce -2.0% 12,182 $961K
Solutions 4 Wealth, Ltd 1.69% Add +0.6% 12,156 $958K
OneAscent Financial Services LLC 0.06% Reduce -2.8% 12,107 $957K
Brendel Financial Advisors LLC 0.58% New 12,093 $954K
Northwestern Mutual Wealth Management Co. 0.00% Add +4.7% 12,079 $952K
Trust Co 0.11% Reduce -37.3% 12,052 $950K
Clark Capital Management Group, Inc. 0.01% New 11,979 $945K
One Capital Management, LLC 0.03% Add +13.2% 11,973 $944K
Councilor Wealth, LLC 0.47% Add +0.0% 11,874 $936K
Joseph P. Lucia & Associates, LLC 0.43% Add +0.6% 11,866 $936K
Purus Wealth Management, LLC 0.40% Reduce -2.7% 11,865 $936K
Narwhal Capital Management 0.08% No change 11,822 $932K
Cabana LLC 5.76% Reduce -53.2% 11,721 $924K
PCG Asset Management, LLC 0.86% Reduce -1.2% 11,660 $919K
Cypress Capital Group 0.12% No change 11,634 $917K
Jackson, Grant Investment Advisers, Inc. 0.35% Add +0.4% 11,508 $907K
Bramshill Investments, LLC 0.09% Add +4.5% 11,500 $907K
PSI Advisors, LLC 0.29% Reduce -1.5% 11,460 $904K
Sowell Financial Services LLC 0.04% Reduce -4.7% 11,459 $904K
Apexium Financial, LP 0.05% Reduce -5.2% 11,456 $903K
OneDigital Investment Advisors LLC 0.01% Reduce -12.7% 11,313 $892K
Chicago Partners Investment Group LLC 0.03% Add +45.0% 10,870 $878K
Chesapeake Wealth Management 0.31% Reduce -1.9% 11,131 $878K
Donald L. Hagan, LLC 0.46% Add +71.5% 11,065 $872K
Wealthspire Advisors, LLC 0.01% Add +28.8% 10,927 $862K
Silverlake Wealth Management LLC 0.33% Add +0.0% 10,922 $861K
Mirador Capital Partners LP 0.15% Add +3.4% 10,872 $857K
Tower Research Capital LLC (TRC) 0.03% Add +33568.8% 10,774 $853K
Boltwood Capital Management 0.26% Reduce -1.8% 10,786 $850K
J.Safra Asset Management Corp 0.07% Add +62.3% 10,781 $850K
Abbot Financial Management, Inc. 0.44% No change 10,775 $850K
Investment House LLC 0.05% No change 10,700 $844K
Noesis Capital Mangement Corp. 0.17% Reduce -13.1% 10,692 $843K
Hills Bank & Trust Co 0.06% Reduce -3.8% 10,669 $841K
Sava Infond d.o.o. 0.16% Add +19.1% 10,600 $836K
Prentice Wealth Management LLC 0.24% New 10,554 $832K
Platform Technology Partners 0.24% Reduce -1.3% 10,537 $831K
Parallax Volatility Advisers, L.P. 0.03% Add +1052500.0% 10,526 $830K
Paloma Partners Management Co 0.30% Reduce -40.1% 10,516 $829K
Orrstown Financial Services Inc. 0.20% Add +20.3% 10,516 $829K
Lanark Financial, Inc. 0.07% — 10,446 $823K
Neuberger Berman Group LLC 0.00% Reduce -4.8% 10,427 $822K
United Asset Strategies, Inc. 0.08% Add +20.5% 10,335 $815K
Keel Point, LLC 0.06% Add +11.6% 10,292 $812K
Townsquare Capital LLC 0.01% Add +121.1% 10,275 $810K
ERn Financial, LLC 0.13% Add +0.7% 10,274 $810K
Camelot Technology Advisors, Inc. 0.75% Reduce -1.3% 10,258 $809K
Sowa Financial Group, Inc. 0.53% Reduce -24.3% 10,244 $808K
SIH Partners, LLLP 0.07% New 10,235 $807K
Betterment LLC 0.00% Add +92.7% 10,225 $806K
Powell Investment Advisors, LLC 0.40% No change 10,215 $805K
SVB Wealth LLC 0.03% Reduce -24.2% 10,210 $805K
CW Advisors, LLC 0.01% New 10,184 $802K
Farther Finance Advisors, LLC 0.02% Add +96.6% 10,141 $802K
Texas Yale Capital Corp. 0.03% No change 10,075 $794K
Destiny Capital Corp 0.54% No change 10,012 $789K
Solstein Capital, LLC 0.46% Reduce -3.5% 9,982 $787K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.12% No change 9,963 $786K
McGlone Suttner Wealth Management, Inc. 0.13% Add +0.1% 9,922 $782K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Reduce -2.8% 10,018 $781K
David J Yvars Group 0.61% Reduce -12.2% 9,980 $781K
Florida Financial Advisors, LLC 0.31% Reduce -13.8% 9,900 $780K
Dumont & Blake Investment Advisors LLC 0.22% Reduce -1.0% 9,806 $773K
Objective Capital Management, LLC 0.98% Add +0.3% 9,784 $771K
Meridian Financial Advisors, LLC 0.54% Reduce -2.6% 9,781 $771K
Evoke Wealth, LLC 0.02% Add +216.9% 9,773 $771K
Tradition Wealth Management, LLC 0.07% Add +0.1% 9,724 $767K
Horizon Financial Services, LLC 0.42% Reduce -0.2% 9,652 $761K
J. Safra Sarasin Holding AG 0.01% Reduce -31.6% 9,740 $760K
Disciplined Investors, L.L.C. 0.68% Reduce -0.1% 9,552 $753K
Salem Investment Counselors Inc. 0.03% Add +0.1% 9,448 $745K
Global View Capital Management LLC 0.27% Reduce -2.4% 9,365 $738K
Wesbanco Bank Inc. 0.03% No change 9,364 $738K
Patton Albertson Miller Group, LLC 0.11% No change 9,283 $732K
O'shaughnessy Asset Management, LLC 0.01% Add +82.3% 9,260 $730K
MontVue Capital Management, Inc. 0.58% Reduce -1.7% 9,233 $728K
CMG Global Holdings, LLC 0.47% Add +5.8% 9,229 $724K
City Center Advisors, LLC 0.84% Reduce -73.5% 9,174 $723K
Turn8 Private Wealth Inc. 0.57% New 9,174 $723K
HBW Advisory Services LLC 0.10% Reduce -0.6% 9,171 $723K
Centennial Bank 0.34% Add +0.2% 9,160 $722K
Contravisory Investment Management, Inc. 0.15% Add +29.4% 9,083 $716K
Burford Brothers, Inc. 0.34% Reduce -7.0% 9,007 $710K
McAdam, LLC 0.04% Add +8.5% 8,970 $707K
Stolper Co 0.23% Add +0.9% 8,972 $707K
White Pine Capital LLC 0.24% No change 8,902 $702K
O'ROURKE & COMPANY, Inc 0.35% Add +4.5% 8,891 $701K
Capital Analysts, LLC 0.03% Add +146.3% 8,844 $697K
Matthew Goff Investment Advisor, LLC 0.13% Add +0.1% 8,836 $697K
MWA Asset Management 0.48% Reduce -1.4% 8,825 $696K
Strait & Sound Wealth Management LLC 0.32% Add +76.6% 8,819 $695K
Cornerstone National Bank & Trust Co 0.31% Reduce -1.9% 8,811 $695K
Sovereign Financial Group, Inc. 0.16% Add +20.1% 8,681 $685K
Monetary Management Group Inc. 0.18% Reduce -3.3% 8,670 $684K
Smith Thornton Advisors LLC 0.43% Reduce -69.8% 8,666 $683K
Sovran Advisors, LLC 0.09% Add +21.3% 8,759 $681K
10Elms LLP 0.81% Reduce -0.9% 8,638 $681K
Jackson Hole Capital Partners, LLC 0.13% Add +0.8% 8,576 $676K
Cushing Capital Partners, LLC 0.61% Add +0.7% 8,550 $674K
Vigilare Wealth Management 0.27% Add +18.6% 8,548 $674K
M3 Advisory Group, LLC 0.53% Reduce -0.3% 8,540 $673K
Rwa Wealth Partners, LLC 0.01% Reduce -0.0% 8,522 $672K
Jaffetilchin Investment Partners, LLC 0.05% Add +2.7% 8,515 $671K
Eldridge Investment Advisors, Inc. 0.15% Reduce -1.1% 8,470 $668K
Bluespring Wealth Management, LLC 0.07% Reduce -3.2% 8,415 $664K
Tyche Wealth Partners LLC 0.14% Reduce -0.4% 8,403 $663K
Rothschild Investment LLC 0.04% Reduce -1.8% 8,400 $662K
FineMark National Bank & Trust 0.02% Add +3.1% 8,326 $657K
AdvisorNet Financial, Inc 0.05% Add +1.7% 8,285 $653K
Lion Street Advisors, LLC 0.21% Reduce -1.1% 8,210 $647K
Ahl Investment Management, Inc. 0.44% No change 8,177 $645K
First National Bank of Hutchinson 0.43% Add +1.8% 8,174 $645K
Mesirow Financial Investment Management, Inc. 0.01% Add +1.9% 8,154 $643K
Mount Lucas Management LP 0.30% Add +1.6% 8,147 $642K
AlphaCore Capital LLC 0.05% New 8,137 $642K
Franklin Resources Inc. 0.00% Add +43.7% 8,031 $633K
Narus Financial Partners, LLC 0.21% Add +26.3% 8,013 $632K
Dearborn Partners LLC 0.03% Add +6.7% 7,995 $630K
Debussy Capital Management LP 0.10% Reduce -1.8% 7,851 $619K
Aspen Grove Capital, LLC 0.12% No change 7,800 $615K
Summit Financial Consulting LLC 0.56% — 7,721 $609K
Fosun International Ltd 0.17% No change 7,700 $607K
Windsor Capital Management, LLC 0.18% Reduce -1.9% 7,605 $600K
Maple Capital Management, Inc. 0.05% Reduce -0.8% 7,580 $598K
Capasso Planning Partners LLC 0.25% Add +30.3% 7,562 $596K
Nalls Sherbakoff Group, LLC 0.48% — 7,554 $596K
Peoples Bank 0.40% Add +0.4% 7,546 $595K
Diligent Investors, LLC 0.14% Reduce -26.4% 7,477 $590K
Nomura Asset Management Co. Ltd. 0.00% Add +43.4% 7,459 $588K
Nvwm, LLC 0.16% Reduce -59.8% 7,430 $586K
Rehmann Capital Advisory Group 0.04% Reduce -0.1% 7,428 $586K
Principal Securities, Inc. 0.01% No change 7,695 $582K
Centric Wealth Management 0.15% Add +40.5% 7,373 $581K
WealthTrust Axiom LLC 0.18% Add +0.0% 7,362 $580K
Pinnacle Family Advisors, LLC 0.31% Reduce -64.5% 7,329 $578K
Quantum Portfolio Management LLC 0.29% No change 7,291 $575K
Stock Yards Bank & Trust Co. 0.02% Add +2.3% 7,259 $572K
Fifth Third Wealth Advisors LLC 0.03% Add +10.9% 7,246 $571K
Wealthspire Retirement, LLC 0.04% Add +2.3% 7,191 $567K
Strategic Financial Concepts, LLC 0.11% Add +4.2% 7,190 $567K
Maridea Wealth Management LLC 0.18% Add +58.4% 7,103 $560K
John G Ullman & Associates Inc. 0.09% No change 7,057 $556K
Madden Advisory Services, Inc. 0.26% Add +0.3% 6,991 $551K
Oakworth Capital, Inc. 0.04% No change 6,987 $551K
Harmony Asset Management LLC 0.23% Add +0.0% 6,970 $550K
Family Investment Center, Inc. 0.13% Add +118.3% 6,957 $549K
Paradigm, Strategies in Wealth Management, LLC 0.36% Reduce -1.7% 6,821 $538K
Verus Capital Partners, LLC 0.05% Add +4.2% 6,821 $538K
Solitude Financial Services 0.21% Reduce -14.8% 6,766 $533K
Claro Advisors Inc. 0.07% Add +5.0% 6,756 $533K
Capital Square, LLC 0.31% Reduce -29.7% 6,735 $531K
Fort Sheridan Advisors LLC 0.08% Reduce -4.3% 6,678 $527K
Kingswood Wealth Advisors, LLC 0.05% Reduce -12.7% 6,672 $526K
Myecfo, LLC 0.28% Add +0.5% 6,640 $524K
Advisor OS, LLC 0.06% New 6,639 $524K
Cherry Tree Wealth Management, LLC 0.13% No change 6,636 $523K
Moneta Group Investment Advisors LLC 0.01% Reduce -14.2% 6,633 $523K
SeaBridge Investment Advisors LLC 0.11% No change 6,629 $523K
V2 Financial group LLC 0.34% Add +44.7% 6,619 $522K
Westover Capital Advisors, LLC 0.12% No change 6,600 $520K
Evanson Asset Management, LLC 0.04% Reduce -4.5% 6,555 $517K
Colony Family Offices, LLC 0.16% Add +11.5% 6,550 $516K
Investment Management Corp. /Va/ 0.46% Add +5.3% 6,520 $514K
Capital Management Associates, Inc 0.12% New 6,440 $508K
Chemistry Wealth Management LLC 0.12% Reduce -2.9% 6,375 $503K
Choreo, LLC 0.01% Add +20.5% 6,363 $502K
Cutler Investment Counsel LLC 0.06% No change 6,319 $498K
Calton & Associates, Inc. 0.11% Add +13.0% 6,312 $498K
Sageworth Trust Co 0.03% No change 6,284 $495K
Keebeck Wealth Management 0.07% Reduce -18.2% 6,246 $492K
Constitution Capital LLC 0.27% Add +7.5% 6,230 $491K
VCI Wealth Management LLC 0.21% New 6,218 $490K
Transcend Capital Advisors, LLC 0.04% Add +5.1% 6,190 $488K
Berkeley Capital Partners, LLC 0.13% Reduce -9.7% 6,177 $487K
Moneco Advisors, LLC 0.05% Reduce -68.1% 6,176 $487K
Park Square Financial Group, LLC 0.38% Add +12.5% 6,092 $480K
Jacobi Capital Management LLC 0.04% Reduce -51.3% 6,050 $477K
Pinnacle Associates Ltd. 0.01% Add +5.5% 6,045 $477K
Planning Directions Inc. 0.20% Reduce -4.5% 6,010 $474K
J2 Capital Management Inc 0.43% Reduce -32.3% 6,000 $473K
Cooksen Wealth, LLC 0.48% Reduce -9.2% 7,177 $471K
Axis Wealth Partners, LLC 0.35% Add +1.6% 5,966 $470K
Tranquility Partners, LLC 0.18% Add +0.1% 5,939 $468K
Apollon Financial, LLC 0.11% Add +44.1% 5,934 $468K
Keystone Wealth Services, LLC 0.13% Reduce -22.1% 5,908 $466K
Retirement Planning Co of New England, Inc. 0.23% Reduce -5.0% 5,882 $464K
Valeo Financial Advisors, LLC 0.01% Add +19.2% 5,873 $463K
UNIVEST FINANCIAL Corp 0.03% Reduce -22.8% 5,871 $463K
Barry Investment Advisors, LLC 0.12% Add +0.3% 5,850 $461K
Talisman Wealth Advisors LLC 0.47% Add +13.7% 5,850 $461K
McDaniel Terry & Co. 0.04% Reduce -29.0% 5,744 $453K
Northstar Financial Companies, Inc. 0.49% Add +28.3% 5,716 $451K
KG Capital Management 0.14% Add +6.0% 5,674 $447K
Advyzon Investment Management, LLC 0.16% New 5,672 $447K
NovaPoint Capital, LLC 0.14% Add +0.0% 5,663 $447K
Navis Wealth Advisors, LLC 0.44% Add +25.6% 5,654 $446K
American Alpha Advisors, LLC 0.40% Add +0.1% 5,652 $446K
Walleye Capital LLC 0.01% Reduce -95.8% 5,634 $444K
First Citizens Bank & Trust Co. 0.01% Reduce -3.0% 5,600 $442K
Thomasville National Bank 0.03% No change 5,592 $441K
James Investment Research, Inc. 0.06% No change 5,566 $439K
FWL Investment Management, LLC 0.16% Add +0.3% 5,549 $438K
Redwood Financial Network Corp 0.33% Add +26.6% 5,524 $436K
Taylor & Morgan Wealth Management, LLC 0.33% Add +0.7% 5,488 $433K
Reliant Investment Partners, LLC 0.44% Reduce -5.6% 5,467 $431K
Tandem Wealth Advisors LLC 0.23% Add +12.6% 5,458 $430K
Okabena Investment Services Inc. 0.11% Add +0.7% 5,444 $429K
Spinnaker Investment Group, LLC 0.10% Add +10.1% 5,433 $428K
Howard Capital Management Group, LLC 0.03% Reduce -83.0% 5,425 $428K
Clientfirst Wealth Management, LLC 0.48% Add +10.2% 5,424 $428K
RIA Advisory Group LLC 0.14% Add +5.4% 5,393 $425K
LexAurum Advisors, LLC 0.08% Add +0.3% 5,386 $425K
TrueWealth Advisors, LLC 0.14% Reduce -9.7% 5,366 $423K
Ashton Thomas Securities, LLC 0.12% Reduce -10.4% 5,348 $422K
Fiduciary Trust Co 0.01% Add +8.4% 5,336 $421K
ORG Partners LLC 0.11% Reduce -7.7% 5,319 $421K
E&G Advisors, LLC 0.12% No change 5,317 $419K
Hickory Point Bank & Trust 0.37% Reduce -2.9% 5,298 $418K
DT Investment Partners, LLC 0.04% Add +52.9% 5,287 $417K
Visionary Wealth Advisors 0.03% Reduce -29.0% 5,275 $416K
Syon Capital LLC 0.03% Reduce -40.9% 5,270 $416K
Strategic Advisors LLC 0.08% Reduce -8.2% 5,251 $414K
FPC Investment Advisory, Inc. 0.28% Reduce -5.5% 5,164 $411K
First Manhattan Co. Llc. 0.00% Add +2.0% 5,168 $407K
Spinnaker Trust 0.03% No change 5,155 $406K
4WEALTH Advisors, Inc. 0.44% Add +7.8% 5,082 $401K
Soltis Investment Advisors LLC 0.04% Reduce -71.2% 5,073 $400K
WESPAC Advisors, LLC 0.33% New 5,062 $399K
Hennion & Walsh Asset Management, Inc. 0.02% No change 5,062 $399K
Comprehensive Financial Planning, Inc. 0.39% Add +362.9% 5,050 $398K
Aptus Capital Advisors, LLC 0.00% Reduce -12.2% 5,039 $397K
Armstrong, Fleming & Moore, Inc 0.48% New 5,018 $396K
Clifford Swan Investment Counsel LLC 0.01% No change 5,016 $396K
Levin Capital Strategies, L.P. 0.04% New 5,000 $394K
Strategic Wealth Investment Group, LLC 0.68% Reduce -92.1% 4,968 $392K
Plimoth Trust Co. LLC 0.10% Add +10.1% 4,962 $391K
ARS Investment Partners, LLC 0.04% No change 5,168 $391K
SBI Securities Co., Ltd. 0.01% Reduce -22.7% 4,956 $391K
Hazlett, Burt & Watson, Inc. 0.18% Reduce -5.2% 4,934 $390K
Spirit of America Management Corp. 0.08% Add +4.3% 4,946 $390K
Alerus Financial NA 0.03% Reduce -17.0% 4,936 $389K
Empower Advisory Group, LLC 0.00% Reduce -10.1% 4,907 $387K
Teamwork Financial Advisors, LLC 0.05% Reduce -59.9% 4,902 $387K
626 Financial, LLC 0.20% New 4,902 $387K
Iron Gate Global Advisors LLC 0.05% Add +12.2% 4,898 $386K
Spreng Capital Management, Inc. 0.18% No change 4,872 $384K
KWB Wealth 0.05% Reduce -21.3% 5,057 $383K
LJI Wealth Management, LLC 0.08% Add +2.7% 4,850 $382K
PMG Wealth Management, Inc. 0.40% No change 4,800 $378K
Sequent Asset Management, LLC 0.21% Add +4.2% 4,789 $378K
Grey Ledge Advisors, LLC 0.10% Add +3.3% 4,760 $375K
Mitchell McLeod Pugh & Williams Inc. 0.08% Add +0.0% 4,747 $374K
Bangor Savings Bank 0.04% Reduce -11.1% 4,729 $373K
Wilmington Savings Fund Society, FSB 0.01% Add +2.5% 4,720 $372K
USA Financial Formulas 0.06% Reduce -8.6% 4,662 $368K
Capital Investment Counsel, LLC 0.06% Add +5.6% 4,654 $367K
High Falls Advisors, Inc 0.09% Add +0.4% 4,636 $366K
Midland Wealth Advisors, LLC 0.02% Reduce -52.3% 4,632 $365K
Crescent Grove Advisors, LLC 0.04% No change 4,626 $365K
Legacy Capital Wealth Partners, LLC 0.09% Add +7.6% 4,626 $365K
Dynamic Wealth Strategies, LLC 0.30% Reduce -3.5% 4,563 $360K
Mma Asset Management LLC 0.15% Add +10.2% 4,540 $358K
ABLE Financial Group, LLC 0.10% No change 4,523 $357K
Amica Retiree Medical Trust 0.54% Reduce -19.3% 4,517 $356K
Pittenger & Anderson Inc. 0.01% Add +16.4% 4,500 $355K
Verition Fund Management LLC 0.00% Reduce -86.8% 4,492 $354K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -14.4% 4,479 $353K
GK Wealth Management LLC 0.44% Add +22.7% 4,472 $353K
Ameraudi Asset Management, Inc. 0.20% New 4,471 $353K
Avantax Planning Partners, Inc. 0.01% Add +12.7% 4,470 $352K
All Terrain Financial Advisors, LLC 0.14% Add +0.1% 4,456 $351K
Clearstead Advisors, LLC 0.01% Add +5.0% 4,447 $351K
Founders Financial Alliance, LLC 0.08% Add +204.1% 4,427 $349K
Moloney Securities Asset Management, LLC 0.05% Reduce -55.2% 4,398 $347K
Patten Group, Inc. 0.08% Reduce -0.0% 4,390 $346K
Continuum Advisory, LLC 0.04% Add +8.8% 4,388 $346K
Agate Pass Investment Management, LLC 0.15% Add +1.8% 4,387 $346K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -7.2% 4,375 $346K
Northeast Planning Associates, Inc. / NH / 0.29% Reduce -45.7% 4,363 $344K
United Advisor Group, LLC 0.07% Add +9.0% 4,360 $344K
Prostatis Group LLC 0.11% Reduce -24.5% 4,348 $343K
Ancora Advisors LLC 0.01% No change 4,344 $343K
Beaumont Financial Advisors, LLC 0.03% No change 4,334 $342K
Ingalls & Snyder LLC 0.01% Reduce -11.3% 4,304 $339K
Birchcreek Wealth Management, LLC 0.21% Reduce -14.6% 4,289 $338K
Avidian Wealth Enterprises, LLC 0.01% Add +1.8% 4,254 $335K
Occidental Asset Management, LLC 0.05% Add +20.5% 4,249 $335K
Creative Financial Designs Inc. 0.03% Reduce -12.1% 4,244 $335K
Chesapeake Asset Management LLC 0.32% Add +136.4% 4,243 $335K
Brighton Jones LLC 0.01% Add +10.7% 4,232 $334K
Tolleson Wealth Management, Inc. 0.06% No change 4,213 $332K
Kraft, Davis & Associates, LLC 0.11% Reduce -72.1% 4,254 $332K
Stratos Wealth Advisors, LLC 0.02% Reduce -53.0% 4,204 $331K
West Coast Financial LLC 0.04% No change 4,200 $331K
Mathes Company, Inc. 0.14% No change 4,200 $331K
Simon Quick Advisors, LLC 0.02% Reduce -0.2% 4,187 $330K
Mission Financial Group, LLC 0.30% — 7,165 $329K
Successful Portfolios LLC 0.22% No change 4,156 $328K
Rockingstone Advisors LLC 0.15% No change 4,155 $328K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -2.4% 4,151 $327K
Rappaport Reiches Capital Management, LLC 0.08% New 4,125 $325K
Crew Capital Management, Ltd 0.27% Add +1.0% 4,118 $325K
Smith, Moore & Co. 0.03% Add +0.1% 4,092 $323K
Ieq Capital, LLC 0.00% Add +41.6% 4,091 $323K
Measured Risk Portfolios, Inc. 0.34% Reduce -7.3% 4,077 $321K
University of Texas/Texas Am Investment Management Co. 0.06% Add +114.1% 4,068 $321K
Kanawha Capital Management LLC 0.02% Add +5.2% 4,044 $319K
Fiduciary Alliance LLC 0.03% Add +25.2% 4,036 $318K
Crestwood Advisors Group, LLC 0.01% Reduce -9.1% 4,028 $318K
Stockman Wealth Management, Inc. 0.05% Reduce -60.7% 4,015 $317K
PUREfi Wealth, LLC 0.32% Add +14.3% 4,000 $315K
Pennsylvania Capital Management Inc. 0.12% New 3,981 $314K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -5.3% 3,980 $314K
2UniFi Bank 0.20% Reduce -3.7% 3,944 $312K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -24.6% 3,948 $311K
Donaldson Capital Management, LLC 0.01% No change 3,944 $311K
Trivium Point Advisory, LLC 0.04% Add +24.3% 3,944 $311K
GAMCO Investors 0.00% New 3,929 $310K
Stonebridge Financial Planning Group, LLC 0.14% New 3,921 $309K
Consolidated Portfolio Review Corp 0.05% Add +14.4% 3,910 $308K
Aries Wealth Management 0.08% Add +1.7% 3,893 $307K
Novare Capital Management LLC 0.03% Add +10.2% 3,875 $306K
Romano Brothers and Company 0.04% Add +0.0% 3,862 $305K
Haverford Trust Co 0.00% No change 3,845 $303K
First Financial Group Corp 0.34% Reduce -2.1% 3,836 $302K
BLB&B Advisors, LLC 0.02% Reduce -35.9% 3,833 $302K
Vantage Financial Partners, LLC 0.08% Reduce -79.6% 3,832 $302K
Kagan Cocozza Asset Management 0.25% Reduce -0.4% 3,809 $300K
Watts Gwilliam & Co., LLC 0.07% Add +0.4% 3,801 $300K
J Hagan Capital, Inc. 0.24% — 3,955 $299K
Bank Hapoalim BM 0.04% New 3,795 $299K
Sightline Wealth Advisors, LLC 0.16% Reduce -22.9% 3,789 $299K
Leigh Baldwin & Co., LLC 0.24% Reduce -34.9% 3,782 $298K
Kaizen Financial Strategies 0.17% Add +13.9% 3,780 $298K
First United Bank & Trust 0.11% Add +5.6% 3,776 $298K
Smith Anglin Financial, LLC 0.03% Reduce -7.8% 3,774 $298K
RiverFront Investment Group, LLC 0.01% Add +2.3% 3,771 $297K
Glen Eagle Advisors, LLC 0.05% Reduce -14.0% 3,770 $297K
Fulcrum Equity Management 0.32% Reduce -80.5% 3,769 $297K
American Financial Advisors, LLC 0.04% Reduce -2.3% 3,733 $294K
Christensen, King & Associates Investment Services, Inc. 0.14% No change 3,818 $294K
Colonial River Investments, LLC 0.16% Reduce -32.3% 3,723 $294K
Balefire, LLC 0.10% Add +25.3% 3,722 $294K
Magnolia Capital Management Ltd. 0.25% New 3,720 $293K
Curat Global, LLC 0.36% — 3,705 $292K
Stevens Capital Management LP 0.07% New 3,700 $292K
Connecticut Wealth Management, LLC 0.02% Reduce -85.9% 3,687 $291K
First Business Financial Services, Inc. 0.03% New 3,677 $290K
Kentucky Trust Co 0.17% No change 3,655 $288K
Iams Wealth Management, LLC 0.13% Add +3.5% 3,633 $286K
Broadleaf Partners, LLC 0.07% No change 3,619 $285K
Union Savings Bank 0.14% No change 3,602 $284K
Blue Chip Partners, LLC 0.02% Reduce -12.9% 3,599 $284K
Resurgent Financial Advisors LLC 0.17% Reduce -4.9% 3,597 $284K
Argyle Capital Partners, LLC 0.24% Reduce -14.6% 3,592 $283K
Private Wealth Asset Management, LLC 0.04% — 3,580 $282K
Greenleaf Trust 0.00% No change 3,568 $281K
HUB Investment Partners, LLC 0.01% Reduce -2.5% 3,559 $281K
Godsey & Gibb, Inc. 0.03% No change 3,559 $281K
YHB Investment Advisors, Inc. 0.02% Reduce -11.8% 3,557 $280K
Brookwood Investment Group LLC 0.05% — 3,542 $279K
Main Street Financial Solutions, LLC 0.02% Reduce -1.3% 3,519 $278K
L & S Advisors Inc 0.04% Add +0.5% 3,511 $277K
Buska Wealth Management, LLC 0.09% Reduce -1.3% 3,502 $276K
Nabity-Jensen Investment Management Inc 0.22% No change 3,493 $275K
One Charles Private Wealth Services, LLC 0.09% Reduce -6.0% 3,493 $275K
Diversify Advisory Services, LLC 0.02% Reduce -38.5% 3,473 $275K
Advance Capital Management, Inc. 0.01% Reduce -6.4% 3,490 $275K
Nicolet Bankshares Inc. 0.06% No change 3,481 $274K
Caldwell Trust Co 0.03% Add +51.0% 3,441 $271K
Acorn Financial Advisory Services Inc. 0.05% Add +0.1% 3,439 $271K
Perennial Investment Advisors, LLC 0.03% Add +4.6% 3,427 $270K
Lodestone Wealth Management LLC 0.14% Add +4.4% 3,417 $269K
Concentrum Wealth Management 0.10% Add +3.7% 3,389 $267K
Financial Engines Advisors L.L.C. 0.00% Reduce -0.8% 3,372 $266K
NTV Asset Management LLC 0.04% No change 3,372 $266K
Rialto Wealth Management, LLC 0.08% Reduce -17.6% 3,364 $265K
Transatlantique Private Wealth LLC 0.11% No change 3,348 $264K
Quadcap Wealth Management, LLC 0.04% No change 3,347 $264K
RiverGlades Family Offices LLC 0.19% Add +0.9% 3,320 $262K
Focus Partners Advisor Solutions, LLC 0.00% Add +21.7% 3,317 $262K
Private Client Services, LLC 0.13% Add +0.6% 3,313 $261K
Palumbo Wealth Management LLC 0.09% Add +1.3% 3,300 $260K
Ifrah Financial Services, Inc. 0.07% Reduce -4.1% 3,300 $260K
Joel Isaacson & Co., LLC 0.01% Add +0.6% 3,289 $259K
Obsidian Personal Planning Solutions LLC 0.12% No change 3,275 $258K
Goldstein Advisors, LLC 0.04% No change 3,261 $257K
MBA Advisors LLC 0.13% Reduce -2.8% 3,256 $257K
Institute for Wealth Management, LLC. 0.03% Reduce -18.8% 3,239 $255K
Carson Advisory Inc. 0.17% New 3,239 $255K
Nilsine Partners, LLC 0.03% Add +5.2% 3,237 $255K
Schneider Downs Wealth Management Advisors, LP 0.05% Add +9.4% 3,235 $255K
Fortitude Family Office, LLC 0.09% No change 3,205 $253K
Braun Stacey Associates Inc. 0.01% No change 3,186 $251K
Aspiriant, LLC 0.01% Add +9.7% 3,181 $251K
North Star Investment Management Corp. 0.02% Reduce -3.4% 3,170 $250K
Highline Wealth Partners LLC 0.08% Add +28.7% 3,162 $249K
Obsidian Cio, LLC 0.04% New 3,156 $249K
GPS Wealth Strategies Group, LLC 0.03% Reduce -94.7% 3,140 $248K
Fortis Capital Advisors, LLC 0.05% New 3,139 $248K
Advanced Asset Management Advisors Inc 0.07% Reduce -6.8% 3,137 $247K
EWG Elevate Inc. 0.09% New 3,127 $247K
Ally Invest Advisors Inc. 0.02% Reduce -1.3% 3,126 $247K
Interchange Capital Partners, LLC 0.07% Reduce -1.9% 3,118 $246K
Benchmark Financial Wealth Advisors, LLC 0.09% No change 3,115 $246K
MKT Advisors LLC 0.12% Add +3.6% 3,343 $245K
F/m Investments LLC 0.01% No change 3,104 $245K
Realta Investment Advisors 0.11% Add +18.1% 3,092 $244K
Grantvest Financial Group LLC 0.20% Reduce -2.1% 3,088 $243K
Arthur M. Cohen & Associates, LLC 0.05% No change 3,078 $243K
Power Wealth Management LLC 0.10% Reduce -36.1% 3,077 $243K
Beese Fulmer Investment Management, Inc. 0.02% New 3,077 $243K
Steigerwald, Gordon & Koch Inc. 0.03% No change 3,062 $241K
Helium Advisors LLC 0.18% No change 3,060 $241K
Cardiff Park Advisors, LLC 0.02% No change 3,060 $241K
Gradient Capital Advisors, LLC 0.08% No change 3,048 $240K
Maripau Wealth Management LLC 0.14% New 3,045 $240K
SkyOak Wealth, LLC 0.05% Reduce -1.5% 3,022 $238K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% No change 3,000 $237K
Pacifica Partners Inc. 0.11% No change 2,985 $236K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Reduce -2.8% 2,983 $235K
Perissos Private Wealth Management, LLC 0.21% Add +0.6% 2,955 $233K
Garde Capital, Inc. 0.01% No change 2,950 $233K
NWF Advisory Services Inc. 0.03% New 2,946 $232K
LGL Partners, LLC 0.11% Add +0.8% 2,944 $232K
Fulton Bank, N.A. 0.01% Reduce -1.1% 2,928 $231K
1834 Investment Advisors Co. 0.03% Reduce -41.4% 2,926 $231K
D.B. Root & Company, LLC 0.07% Reduce -7.8% 2,922 $230K
Dana Investment Advisors, Inc. 0.01% Reduce -38.9% 2,921 $230K
Argent Trust Co 0.01% New 2,907 $229K
Second Line Capital, LLC 0.06% Reduce -19.7% 2,901 $229K
Quantessence Capital LLC 0.06% Reduce -95.6% 2,879 $227K
Cornerstone Advisory, LLC 0.03% New 2,810 $226K
Hopwood Financial Services, Inc. 0.17% Add +0.0% 2,862 $226K
Black Diamond Financial, LLC 0.03% No change 2,862 $226K
Hobbs Group Advisors, LLC 0.09% Reduce -1.6% 2,846 $224K
Advisors Preferred, LLC 0.03% New 2,834 $224K
Stone House Investment Management, LLC 0.05% New 2,835 $224K
Howe & Rusling Inc. 0.02% Reduce -6.8% 2,802 $221K
Acorns Advisers, LLC 0.00% New 2,785 $220K
World Equity Group, Inc. 0.06% Reduce -77.0% 2,788 $220K
Schmidt P J Investment Management Inc. 0.04% New 2,768 $218K
Money Concepts Capital Corp. 0.02% New 2,757 $217K
Klingenstein Fields & Co. LP 0.01% No change 2,751 $217K
Pictet North America Advisors SA 0.02% No change 2,746 $217K
PBMares Wealth Management LLC 0.04% New 2,735 $216K
Old Second National Bank of Aurora 0.05% Reduce -6.8% 2,733 $215K
Insight Advisors, LLC/ PA 0.04% Add +2.4% 2,733 $215K
Cypress Wealth Services, LLC 0.04% No change 2,730 $215K
Alan B Lancz & Associates, Inc. 0.23% Add +0.1% 2,709 $214K
TD Asset Management Inc 0.00% Reduce -3.5% 2,708 $214K
Alaska Permanent Fund Corp 0.00% No change 2,689 $212K
St. Johns Investment Management Company, LLC 0.10% Reduce -7.7% 2,676 $211K
Prelude Capital Management, LLC 0.02% New 2,675 $211K
Wedmont Private Capital 0.01% New 2,760 $211K
Pacific Sun Financial Corp 0.12% No change 2,671 $211K
Circle Wealth Management, LLC 0.00% New 2,658 $210K
Ritholtz Wealth Management 0.01% Reduce -6.2% 2,655 $209K
Heritage Wealth Partners, LLC 0.32% Reduce -19.8% 2,654 $209K
Whalerock Point Partners, LLC 0.05% No change 2,650 $209K
Atticus Wealth Management, LLC 0.07% Reduce -16.7% 2,641 $208K
Lifeworks Advisors, LLC 0.03% Reduce -0.3% 2,636 $208K
Flputnam Investment Management Co. 0.00% New 2,633 $208K
First International Bank & Trust 0.07% New 2,629 $207K
Ridgecrest Wealth Partners, LLC 0.11% New 2,619 $207K
EverSource Wealth Advisors, LLC 0.01% Add +153.3% 2,611 $206K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,590 $204K
CVFG LLC 0.19% New 2,581 $204K
Prairie Wealth Advisors, Inc. 0.10% New 2,572 $203K
Astoria Portfolio Advisors LLC. 0.07% New 2,579 $202K
Key Financial Inc 0.04% Add +30.0% 2,540 $200K
FLP Wealth Management, LLC 0.64% Add +0.8% 2,538 $200K
Operose Advisors LLC 0.07% No change 2,500 $197K
Lindbrook Capital, LLC 0.02% New 2,500 $197K
Salomon & Ludwin, LLC 0.02% No change 2,439 $192K
Flagship Wealth Advisors, LLC 0.08% Add +14.1% 2,435 $192K
LRI Investments, LLC 0.02% No change 2,424 $191K
Graybill Wealth Management, LTD. 0.06% — 2,401 $189K
Independence Bank of Kentucky 0.03% Reduce -7.3% 2,397 $189K
WestEnd Advisors, LLC 0.00% Reduce -81.6% 2,360 $186K
Johnson Financial Group, Inc. 0.01% New 2,360 $186K
South Plains Financial, Inc. 0.14% Reduce -3.5% 2,343 $185K
NFSG Corp 0.04% Reduce -19.4% 2,288 $180K
Murphy & Mullick Capital Management Corp 0.17% Add +10.8% 2,277 $180K
Tucker Asset Management LLC 0.06% New 2,246 $177K
Sunbelt Securities, Inc. 0.02% Reduce -18.8% 2,208 $174K
American National Bank & Trust 0.02% Reduce -6.4% 2,185 $172K
Citizens National Bank Trust Department 0.04% Add +3.0% 2,164 $171K
LGT Financial Advisors LLC 0.51% Add +0.7% 2,101 $166K
UMB Bank, n.a. 0.00% No change 2,078 $164K
Register Financial Advisors LLC 0.08% Reduce -3.4% 2,053 $162K
MCF Advisors LLC 0.01% No change 2,040 $161K
TD Capital Management LLC 0.02% Add +0.1% 2,019 $159K
Blue Trust, Inc. 0.00% Reduce -1.0% 1,926 $152K
Pin Oak Investment Advisors Inc. 0.12% No change 1,939 $151K
Copia Wealth Management 0.13% Add +973.7% 1,836 $145K
Cypress Capital Management LLC (WY) 0.17% Reduce -6.1% 1,824 $144K
Bokf, NA 0.00% No change 1,821 $144K
Horizon Bancorp Inc. 0.08% Reduce -3.4% 1,805 $142K
High Note Wealth, LLC 0.03% Reduce -7.8% 1,774 $140K
Medallion Wealth Advisors, LLC 0.06% Add +8.4% 1,769 $140K
Ameriflex Group, Inc. 0.06% Reduce -12.4% 1,771 $140K
Bollard Group LLC 0.00% Add +0.5% 1,723 $136K
Toronto Dominion Bank 0.00% Add +20.0% 1,719 $136K
Optimum Investment Advisors 0.06% No change 1,637 $129K
IMA Advisory Services, Inc. 0.02% New 1,627 $128K
Sterling Capital Management LLC 0.00% Reduce -0.3% 1,608 $127K
Townsend Asset Management Corp. /NC/ 0.05% Add +0.3% 1,601 $126K
Eastern Bank 0.00% Add +96.1% 1,569 $124K
Whittier Trust Co. 0.00% No change 1,562 $123K
Pacific Center for Financial Services 0.03% Reduce -27.3% 1,552 $122K
BTG Pactual Asset Management US LLC 0.02% New 1,530 $121K
Acropolis Investment Management, LLC 0.01% No change 1,488 $117K
Moisand Fitzgerald Tamayo, LLC 0.02% Add +26.4% 1,458 $115K
Allspring Global Investments Holdings, LLC 0.00% Add +13.8% 1,423 $113K
one8zero8, LLC 0.03% No change 1,413 $111K
SouthState Bank Corp 0.01% Add +38.5% 1,385 $109K
WASHINGTON TRUST Co 0.00% Reduce -11.3% 1,379 $109K
Golden State Wealth Management, LLC 0.02% Reduce -0.3% 1,365 $108K
Chilton Capital Management LLC 0.00% Reduce -4.8% 1,365 $108K
GAMMA Investing LLC 0.01% No change 1,359 $107K
Activest Wealth Management 0.03% Reduce -63.6% 1,358 $107K
HM Payson & Co. 0.00% Reduce -39.4% 1,348 $106K
Russell Investments Group, Ltd. 0.00% Add +19.2% 1,327 $105K
Abound Wealth Management 0.03% Add +35.5% 1,308 $103K
Deutsche Bank AG 0.00% No change 1,300 $103K
Westside Investment Management, Inc. 0.02% Reduce -21.6% 1,270 $100K
Transce3nd, LLC 0.04% Reduce -52.8% 1,308 $99K
Keystone Financial Group, Inc. 0.07% Add +0.8% 1,196 $96K
Clean Yield Group 0.03% No change 1,200 $95K
Evermay Wealth Management LLC 0.01% No change 1,195 $94K
Anchor Investment Management, LLC 0.01% No change 1,192 $94K
Cullen/Frost Bankers, Inc. 0.00% Add +0.1% 1,184 $93K
TD Private Client Wealth LLC 0.00% Reduce -4.0% 1,136 $90K
JFS Wealth Advisors, LLC 0.01% No change 1,121 $88K
Cary Street Partners Investment Advisory LLC 0.05% New 1,108 $87K
Ballast Advisors LLC 0.03% No change 1,100 $87K
Country Trust Bank 0.00% Reduce -48.0% 1,081 $85K
EPG Wealth Management LLC 0.02% Add +3.0% 1,067 $84K
City State Bank 0.03% Add +9.6% 1,025 $81K
Colonial Trust Advisors 0.01% Reduce -4.6% 1,024 $81K
Brentview Investment Management LLC 0.04% New 1,000 $79K
MGB Wealth Management, LLC 0.03% Add +150.0% 1,000 $79K
Estabrook Capital Management 0.01% Add +55.5% 995 $78K
Physician Wealth Advisors, Inc. 0.01% No change 965 $76K
Rossby Financial, LCC 0.03% New 956 $75K
Security National Bank 0.01% No change 944 $74K
Armor Investment Advisors, LLC 0.03% No change 935 $74K
Luminist Capital LLC 0.08% Reduce -86.6% 932 $74K
Lowe Wealth Advisors, LLC 0.03% Reduce -2.1% 915 $72K
Arax Advisory Partners 0.00% Reduce -63.6% 891 $70K
Tortoise Investment Management, LLC 0.01% No change 884 $70K
Holos Integrated Wealth LLC 0.04% Reduce -11.9% 862 $68K
Adirondack Trust Co. 0.03% No change 810 $64K
Hoese & Co LLP 0.05% No change 800 $63K
Basso Capital Management, L.P. 0.05% Reduce -0.1% 799 $63K
Founders Capital Management 0.04% No change 785 $62K
Game Plan Financial Advisors, LLC 0.03% Reduce -63.4% 732 $58K
Biltmore Family Office, LLC 0.01% No change 730 $58K
Integrity Financial Corp 0.03% Add +1.4% 709 $56K
Grove Bank & Trust 0.01% New 700 $55K
Synergy Investment Management, LLC 0.02% Add +0.1% 671 $53K
TruNorth Capital Management, LLC 0.01% Add +61.8% 647 $51K
Trust Co. of Vermont 0.00% Reduce -16.0% 630 $50K
Quest 10 Wealth Builders, Inc. 0.05% No change 625 $49K
Front Row Advisors LLC 0.02% Add +101.9% 624 $49K
Painted Porch Advisors LLC 0.02% No change 623 $49K
Briaud Financial Planning Inc 0.02% No change 623 $49K
Runnymede Capital Advisors, Inc. 0.05% Reduce -10.7% 615 $48K
Crewe Advisors LLC 0.01% Reduce -74.4% 607 $48K
Addison Advisors LLC 0.01% Reduce -16.1% 603 $48K
Brown, Lisle/Cummings, Inc. 0.01% No change 600 $47K
Coastline Trust Co 0.01% Reduce -4.0% 600 $47K
Angeles Wealth Management, LLC 0.00% Reduce -61.3% 600 $47K
Marathon Trading Investment Management LLC 0.03% Add +9683.3% 587 $46K
Iron Horse Wealth Management, LLC 0.01% Add +6.1% 578 $46K
Hurley Capital, LLC 0.03% No change 574 $45K
Winch Advisory Services, LLC 0.01% Add +0.7% 547 $43K
MassMutual Private Wealth & Trust, FSB 0.00% Add +256.9% 546 $43K
Hexagon Capital Partners LLC 0.01% Add +4.1% 528 $42K
Zions Bancorporation, National Association 0.00% — 520 $41K
Tsfg, LLC 0.01% Add +0.2% 520 $41K
Nova Wealth Management, Inc. 0.03% Reduce -28.4% 502 $40K
Truvestments Capital LLC 0.01% No change 500 $39K
Avalon Trust Co 0.00% No change 500 $39K
CVA Family Office, LLC 0.01% New 496 $39K
Byrne Asset Management LLC 0.03% Add +18.2% 494 $39K
Friedenthal Financial 0.02% Reduce -8.1% 479 $38K
Millstone Evans Group, LLC 0.03% Add +1040.5% 479 $38K
Signaturefd, LLC 0.00% Reduce -36.9% 479 $38K
Y.D. More Investments Ltd 0.00% No change 476 $37K
Wood Tarver Financial Group, LLC 0.01% Reduce -3.3% 471 $37K
NorthRock Partners, LLC 0.00% Add +10.1% 449 $35K
N.E.W. Advisory Services LLC 0.00% New 442 $35K
HHM Wealth Advisors, LLC 0.00% No change 435 $34K
Kiker Wealth Management, LLC 0.02% New 406 $32K
Dunhill Financial, LLC 0.01% Reduce -66.7% 400 $32K
Pinnacle Bancorp, Inc. 0.01% No change 400 $32K
Nemes Rush Group LLC 0.00% Reduce -43.5% 378 $30K
New Millennium Group LLC 0.02% Reduce -54.5% 378 $30K
Riggs Asset Managment Co. Inc. 0.01% Reduce -99.5% 368 $29K
Acima Private Wealth, LLC 0.01% No change 364 $29K
Paladin Advisory Group, LLC 0.02% No change 362 $29K
Sherman Asset Management, Inc. 0.03% No change 352 $28K
Main Street Group, LTD 0.01% No change 349 $28K
Asset Management One Co., Ltd. 0.00% Reduce -99.8% 349 $28K
Strengthening Families & Communities, LLC 0.02% Add +0.9% 347 $27K
Banque Cantonale Vaudoise 0.00% — 341 $27K
Belmont Capital, LLC 0.00% No change 339 $27K
Albion Financial Group 0.00% No change 338 $27K
One River Asset Management, LLC 0.10% Reduce -59.9% 335 $26K
Davis Capital Management 0.02% No change 331 $26K
Ascentis Wealth Management, LLC 0.01% No change 330 $26K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 320 $25K
Cordgrass Capital Advisors, LLC 0.01% No change 320 $25K
Pineridge Advisors LLC 0.01% Add +0.6% 319 $25K
Compass Wealth Management LLC 0.01% No change 310 $24K
Plante Moran Financial Advisors, LLC 0.00% New 310 $24K
Investors Research Corp 0.01% No change 305 $24K
Smithfield Trust Co 0.00% No change 300 $24K
Piscataqua Savings Bank 0.02% No change 300 $24K
Bristlecone Advisors, LLC 0.00% No change 300 $24K
Compass Financial Services Inc 0.01% New 296 $23K
Smartleaf Asset Management LLC 0.00% Add +37.6% 293 $23K
Capitol Family Office, Inc. 0.03% New 289 $23K
Bellevue Asset Management, LLC 0.01% No change 280 $22K
Sawyer & Company, Inc 0.01% No change 281 $22K
Capital Investment Counsel, Inc 0.00% No change 276 $22K
American Capital Advisory, LLC 0.01% No change 270 $21K
North Capital, Inc. 0.02% — 250 $20K
Brooklyn Investment Group 0.00% No change 250 $20K
JNBA Financial Advisors 0.00% Reduce -36.0% 245 $19K
Global Financial Private Client, LLC 0.01% No change 229 $18K
Valley Wealth Managers, Inc. 0.00% Reduce -72.9% 226 $18K
Stephens Consulting, LLC 0.00% No change 225 $18K
Financial Gravity Asset Management, Inc. 0.00% — 225 $18K
Provenance Wealth Advisors, LLC 0.00% No change 222 $18K
Rakuten Securities, Inc. 0.01% Reduce -52.5% 217 $17K
Darwin Wealth Management, LLC 0.01% No change 221 $17K
Strategic Investment Solutions, Inc. 0.00% No change 205 $16K
MTM Investment Management, LLC 0.01% Reduce -36.5% 200 $16K
Sittner & Nelson, LLC 0.01% No change 200 $16K
United Community Bank 0.01% Reduce -30.1% 200 $16K
Bank of New Hampshire 0.00% No change 200 $16K
Topsail Wealth Management, LLC 0.00% New 200 $16K
Woodard & Co. Asset Management Group Inc. 0.00% New 191 $15K
Resources Management Corp. /CT/ 0.00% Add +18.8% 190 $15K
Reyes Financial Architecture, Inc. 0.01% New 188 $15K
Costello Asset Management, INC 0.01% New 187 $15K
Parkside Financial Bank & Trust 0.00% New 185 $15K
Cape Investment Advisory, Inc. 0.01% Add +0.6% 184 $15K
Mark Sheptoff Financial Planning, LLC 0.01% No change 180 $14K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 180 $14K
Farmers & Merchants Investments Inc. 0.00% Reduce -41.8% 173 $14K
Ameritas Investment Partners, Inc. 0.00% No change 172 $14K
Barrett & Company, Inc. 0.01% No change 169 $13K
Washington Trust Advisors, Inc. 0.00% Reduce -60.6% 168 $13K
Rosenberg Matthew Hamilton 0.00% New 163 $13K
Sage Mountain Advisors LLC 0.00% New 159 $13K
Archer Investment Corp 0.00% Add +1.3% 158 $12K
Hanson & Doremus Investment Management 0.00% No change 150 $12K
Wolff Wiese Magana LLC 0.01% No change 150 $12K
Missouri Trust & Investment Co 0.00% Reduce -14.3% 150 $12K
1620 Investment Advisors, Inc. 0.01% No change 140 $11K
SYM FINANCIAL Corp 0.00% Add +885.7% 138 $11K
Carolinas Wealth Consulting LLC 0.00% Reduce -60.3% 135 $11K
Barnes Dennig Private Wealth Management LLC 0.02% — 133 $10K
Hoey Investments, Inc. 0.00% Reduce -28.6% 125 $10K
Bellwether Advisors, LLC 0.00% New 125 $10K
Colonial Trust Co / SC 0.00% No change 125 $10K
SOA Wealth Advisors, LLC. 0.00% Add +0.8% 123 $10K
SJS Investment Consulting Inc. 0.00% No change 115 $9K
Covestor Ltd 0.01% Reduce -79.5% 108 $9K
Avion Wealth 0.00% No change 126 $9K
Versant Capital Management, Inc 0.00% No change 111 $9K
Delta Asset Management LLC 0.00% Add +131.1% 104 $8K
Mowery & Schoenfeld Wealth Management, LLC 0.02% New 101 $8K
C M Bidwell & Associates Ltd. 0.00% No change 101 $8K
Mather Group, Llc. 0.00% Add +75.0% 98 $8K
Duncker Streett & Co. Inc. 0.00% No change 92 $7K
Anfield Capital Management, LLC 0.00% Reduce -94.6% 89 $7K
Valley National Advisers Inc. 0.00% New 89 $7K
Noble Wealth Management PBC 0.00% No change 85 $7K
Raffa Wealth Management, LLC 0.00% Reduce -42.5% 81 $6K
Eukles Asset Management 0.00% No change 78 $6K
Spectrum Wealth Counsel, LLC 0.00% Reduce -99.8% 76 $6K
Union Bancaire Privee, UBP SA 0.00% Reduce -99.1% 85 $6K
Financial Perspectives, Inc 0.00% No change 71 $6K
Cedar Mountain Advisors, LLC 0.00% Reduce -34.9% 69 $5K
PFS Partners, LLC 0.00% No change 65 $5K
Coston, McIsaac & Partners 0.00% Reduce -47.0% 70 $5K
Orion Capital Management LLC 0.00% No change 63 $5K
Vision Financial Markets LLC 0.01% Add +1.6% 62 $5K
Guardian Wealth Advisors, LLC / NC 0.00% Add +1.8% 58 $5K
McIlrath & Eck, LLC 0.00% New 54 $4K
IMG Wealth Management, Inc. 0.00% No change 49 $4K
DHJJ Financial Advisors, Ltd. 0.00% No change 49 $4K
TCTC Holdings, LLC 0.00% No change 46 $4K
Brown Brothers Harriman & Co. 0.00% No change 45 $4K
MPWM Advisory Solutions, LLC 0.00% No change 43 $3K
Aventura Private Wealth, LLC 0.00% No change 42 $3K
Private Wealth Management Group, LLC 0.00% New 39 $3K
CNB Bank 0.00% New 38 $3K
Future Financial Wealth Managment LLC 0.00% No change 34 $3K
JDM Financial Group LLC 0.00% No change 33 $3K
Mechanics Financial Corp 0.00% No change 27 $2K
Graney & King, LLC 0.00% No change 26 $2K
Kessler Investment Group, LLC 0.00% Reduce -99.7% 21 $2K
Washington Growth Strategies LLC 1.52% — 79 $2K
Tidemark, LLC 0.00% No change 21 $2K
Legacy Wealth Managment, LLC 0.00% No change 21 $2K
Richardson Capital Management LLC 0.00% New 20 $2K
Arlington Trust Co LLC 0.00% No change 20 $2K
Bogart Wealth, LLC 0.00% New 20 $2K
Tradewinds Capital Management, LLC 0.00% Reduce -100.0% 17 $1K
Family Manage LLC 0.00% No change 16 $1K
Roble, Belko & Company, Inc 0.00% No change 12 $1K
Transamerica Financial Advisors, LLC 0.00% Add +100.0% 2 $1K
Kayne Anderson Rudnick Investment Management LLC 0.00% New 12 $950
Vermillion & White Wealth Management Group, LLC 0.00% No change 10 $806
Global Wealth Strategies & Associates 0.00% New 10 $789
Breakwater Investment Management 0.00% No change 8 $631
Westend Capital Management, LLC 0.00% New 5 $394
Principia Wealth Advisory, LLC 0.00% New 2 $152
Raleigh Capital Management Inc. 0.00% Reduce -100.0% 1 $104
Rise Advisors, LLC 0.00% No change 1 $80
FSC Wealth Advisors, LLC 0.00% No change 1 $79
Creekmur Asset Management LLC 0.00% No change 1 $77
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.