St Sr Utl SL SE SPDR ETF-UsdXLUETF

13F holders, Q2 2025 (June 30)
1,395holders +38
146new positions
107sold out
9famous investors
$77.03avg. 13F price*

At the end of Q2 2025, 1,395 institutions reported holding St Sr Utl SL SE SPDR ETF-Usd (XLU) in their 13F filings, up 38 from Q1 2025. 146 opened new positions and 107 sold out. The largest holders were Morgan Stanley ($1.1B), Bank of America Corp. ($971.4M) and JPMorgan Chase & Co. ($742.1M). 9 famous investors held it, including Paul Tudor Jones (0.4% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors'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 (Q2 2025)
CUSIP
81369Y886
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions146$602.6M
Exits107$481.0M

All 13F filers, Q1 2025 → Q2 2025: 38,286,289 shares bought and 24,777,547 shares sold, net +13,508,742 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,395 holders

Morgan Stanley 0.07% Add +1.3% 12,904,625 $1.1B
Bank of America Corp. 0.08% Add +20.0% 11,896,107 $971.4M
JPMorgan Chase & Co. 0.05% Add +103.0% 9,087,078 $742.1M
LPL Financial LLC 0.20% Add +23.4% 7,207,846 $588.6M
Wells Fargo & Company 0.11% Add +110.3% 6,241,530 $509.7M
UBS Group AG 0.06% Reduce -0.5% 3,523,291 $287.7M
Menora Mivtachim Holdings LTD. 1.50% Add +15.4% 3,188,194 $260.3M
Bessemer Group Inc. 0.41% Reduce -49.1% 3,085,208 $251.9M
BNP Paribas Financial Markets 0.19% Add +653.2% 2,915,036 $238.0M
Goldman Sachs Group Inc. 0.04% Reduce -61.8% 2,846,559 $232.5M
Ameriprise Financial Inc. 0.05% Reduce -5.1% 2,719,137 $221.9M
Royal Bank of Canada 0.04% Add +8.7% 2,682,007 $219.0M
Migdal Insurance & Financial Holdings Ltd. 2.42% Add +2.8% 2,499,231 $204.1M
Harel Insurance Investments & Financial Services Ltd. 2.17% Reduce -0.2% 2,326,429 $190.0M
Factory Mutual Insurance Co. 2.01% No change 2,257,300 $184.3M
Raymond James Financial Inc. 0.05% Add +20.3% 1,745,268 $142.5M
Saudi Central Bank 5.16% New 1,549,733 $126.6M
Envestnet Asset Management Inc. 0.03% Add +43.1% 1,363,176 $111.3M
Meitav Investment House Ltd. 1.45% Add +8.0% 1,319,434 $107.8M
Healthcare of Ontario Pension Plan Trust Fund 0.18% Reduce -54.5% 1,072,937 $87.6M
Osaic Holdings, Inc. 0.16% Add +0.6% 1,070,019 $87.4M
Peconic Partners LLC 2.62% New 1,000,000 $81.7M
Cetera Investment Advisers 0.13% Add +14.2% 976,564 $79.7M
CHURCHILL MANAGEMENT Corp 0.87% Add +0.1% 976,447 $79.7M
Main Management Fund Advisors LLC 9.02% Add +8.4% 926,700 $75.7M
Natixis 0.37% Reduce -0.7% 900,000 $73.5M
Cibc World Market Inc. 0.15% Reduce -68.7% 825,625 $67.4M
Commonwealth Equity Services, LLC 0.09% Add +2.3% 823,232 $67.2M
Stifel Financial Corp. 0.06% Add +4.4% 740,848 $60.5M
Citigroup Inc. 0.04% Add +5.4% 729,278 $59.6M
Moss Adams Wealth Advisors LLC 5.40% Add +0.7% 727,888 $59.4M
Tudor Investment Corporation 0.39% Reduce -6.2% 636,225 $52.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% New 605,907 $49.5M
Alps Advisors Inc. 0.27% Add +2.2% 583,410 $47.6M
Richard Bernstein Advisors LLC 1.12% New 557,493 $45.5M
Phoenix Financial Ltd. 0.60% Add +945.4% 555,588 $45.4M
Truist Financial Corp. 0.07% Add +12.9% 545,820 $44.6M
CW Advisors, LLC 0.43% Add +5207.3% 540,490 $44.1M
Qube Research & Technologies Ltd 0.06% Reduce -25.0% 526,757 $43.0M
Cambridge Investment Research Advisors, Inc. 0.13% Add +26.5% 517,084 $42.2M
Rational Advisors, Inc. 4.33% Add +14.2% 510,801 $41.7M
Wolverine Trading, LLC 1.06% Reduce -38.9% 511,981 $41.6M
Graham Capital Management, L.P. 1.26% Add +42.8% 506,950 $41.4M
Tiaa Trust, National Association 0.11% Add +3052.6% 494,641 $40.4M
HighTower Advisors, LLC 0.05% Add +7.6% 490,576 $40.1M
US Bancorp \de 0.05% Add +1.8% 470,736 $38.4M
Susquehanna International Group, LLP 0.06% Add +7.7% 459,115 $37.5M
First Financial Bankshares Inc 0.82% Add +1.8% 449,564 $36.7M
GLOBALT Investments LLC / GA 1.33% New 426,505 $34.8M
Signature Estate & Investment Advisors LLC 0.80% Add +8.6% 423,195 $34.6M
Mariner, LLC 0.05% Reduce -0.1% 396,208 $32.4M
Private Advisor Group, LLC 0.17% Add +8.8% 377,884 $30.9M
Lido Advisors, LLC 0.16% Reduce -2.3% 364,522 $29.8M
Summit Financial, LLC 0.66% Reduce -6.8% 358,714 $29.3M
PNC Financial Services Group, Inc. 0.02% Add +4.5% 340,015 $27.8M
D. E. Shaw & Co. 0.03% Reduce -19.7% 336,804 $27.5M
Baird Financial Group, Inc. 0.05% Reduce -0.7% 328,440 $26.8M
Community Trust & Investment Co. 1.45% Add +1.2% 307,035 $25.1M
Hilton Capital Management, LLC 2.00% Reduce -0.6% 306,614 $25.0M
Agf Management Ltd. 0.11% Add +123.8% 304,260 $24.8M
BlackRock, Inc. 0.00% Add +2.1% 303,675 $24.8M
PEAK6 LLC 0.82% Add +1376.0% 295,034 $24.1M
FMR LLC 0.00% Add +464.8% 278,787 $22.8M
Berkshire Money Management, Inc. 2.37% Add +7.7% 275,874 $22.5M
Northern Trust Corp. 0.00% Reduce -7.0% 273,847 $22.4M
Barclays PLC 0.01% Reduce -72.1% 266,004 $21.7M
Balyasny Asset Management L.P. 0.05% Add +88.2% 259,029 $21.2M
Captrust Financial Advisors 0.05% Add +16.4% 255,911 $20.9M
StoneX Group Inc. 1.01% Add +366.9% 253,827 $20.7M
New Harbor Financial Group, LLC 4.61% New 245,941 $20.1M
MML Investors Services, LLC 0.06% Reduce -9.0% 245,496 $20.0M
Cercano Management LLC 0.57% Reduce -28.5% 244,801 $20.0M
Avantax Advisory Services, Inc. 0.11% Add +37.1% 243,244 $19.9M
Equitable Holdings, Inc. 0.16% Add +14.3% 235,674 $19.2M
Pathstone Holdings, LLC 0.08% Reduce -50.5% 235,172 $19.2M
Cwm, LLC 0.07% Reduce -3.5% 233,622 $19.1M
Proficio Capital Partners LLC 1.17% New 8,825,164 $18.8M
Janney Capital Management LLC 1.19% Reduce -3.9% 226,276 $18.5M
Capital Fund Management S.A. 0.20% Add +103.3% 225,639 $18.4M
Kestra Advisory Services, LLC 0.09% Add +35.4% 224,535 $18.3M
Advisory Alpha, LLC 0.57% Add +1.6% 224,245 $18.3M
MYDA Advisors LLC 5.04% New 220,000 $18.0M
Janney Montgomery Scott LLC 0.05% Reduce -1.6% 213,961 $17.5M
Alliancebernstein L.P. 0.01% Add +94.8% 210,196 $17.2M
Renaissance Technologies 0.02% Add +143.1% 210,000 $17.1M
NorthCoast Asset Management LLC 0.07% Add +78.6% 204,809 $16.7M
Focus Partners Wealth 0.04% Add +8.0% 203,011 $16.6M
Ethos Financial Group, LLC 1.43% Reduce -0.1% 202,537 $16.5M
Greenwood Gearhart LLC 1.03% Add +2.3% 201,712 $16.5M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -4.7% 199,974 $16.4M
Cornerstone Capital, Inc. 1.65% Reduce -0.1% 192,966 $15.8M
Sanctuary Advisors, LLC 0.10% Add +64.2% 188,454 $15.4M
Vaughan David Investments LLC 0.34% Add +2.0% 185,020 $15.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.05% No change 177,456 $14.5M
Trust Asset Management LLC 1.07% No change 176,270 $14.4M
Flagship Harbor Advisors, LLC 0.68% Reduce -5.8% 174,672 $14.3M
Millennium Management 0.01% Reduce -83.8% 174,431 $14.2M
Dupont Capital Management Corp. 1.53% New 173,805 $14.2M
First Financial Bank - Trust Division 1.23% Add +0.0% 172,024 $14.0M
Main Management LLC 1.10% No change 172,000 $14.0M
Assetmark, Inc. 0.03% Add +88.5% 171,939 $14.0M
Clarity Financial LLC 1.51% Add +6.5% 171,308 $14.0M
SG Americas Securities, LLC 0.06% Reduce -25.5% 170,205 $13.9M
Bank of Montreal 0.01% Add +7.9% 169,019 $13.8M
Passaic Partners LLC 1.65% Reduce -10.3% 166,736 $13.6M
Wealth Advisors of Iowa, LLC 5.06% Add +1.0% 165,893 $13.5M
Thrivent Financial for Lutherans 0.03% Reduce -44.5% 163,793 $13.4M
Westwood Holdings Group Inc. 0.10% Reduce -1.7% 163,786 $13.4M
Fifth Third Securities, Inc. 0.99% Reduce -7.4% 161,917 $13.2M
German American Bancorp, Inc. 1.25% Reduce -0.4% 156,424 $12.8M
HRT Financial LP 0.06% New 155,993 $12.7M
Brevan Howard Capital Management LP 0.14% New 156,625 $12.7M
Jones Financial Companies LLLP 0.01% Add +22.5% 155,322 $12.6M
Biltmore Wealth Management, LLC 5.09% Reduce -0.1% 153,871 $12.6M
Full Sail Capital, LLC 0.72% Add +4.1% 152,926 $12.5M
Corient Private Wealth LP 0.02% Add +8.8% 148,462 $12.1M
PFG Advisors 0.56% Add +2.6% 147,172 $12.0M
Steward Partners Investment Advisory, LLC 0.09% Reduce -26.8% 146,700 $12.0M
Rothschild Capital Partners, LLC 3.08% Add +5.3% 143,921 $11.8M
Forte Capital LLC 1.26% Add +19.2% 143,092 $11.7M
Integrity Alliance, Llc. 0.63% Reduce -15.5% 141,078 $11.5M
Spirepoint Private Client, LLC 1.30% Add +2.2% 140,862 $11.5M
Cerity Partners LLC 0.02% Add +22.5% 138,989 $11.3M
J.W. Cole Advisors, Inc. 0.24% Add +129.8% 135,385 $11.1M
Orion Porfolio Solutions, LLC 0.09% Add +1.2% 134,509 $11.0M
Trek Financial, LLC 0.72% Reduce -20.6% 132,140 $10.8M
NewEdge Advisors, LLC 0.06% Add +19.1% 130,622 $10.7M
KCM Investment Advisors LLC 0.36% Add +2.4% 130,192 $10.6M
MAI Capital Management 0.07% Reduce -3.9% 128,413 $10.5M
TCV Trust & Wealth Management, Inc. 0.88% Add +0.4% 123,918 $10.1M
Squarepoint Ops LLC 0.02% New 122,367 $10.0M
Rockefeller Capital Management L.P. 0.02% Add +13.2% 120,665 $9.9M
Swan Global Investments, LLC 0.45% Reduce -8.2% 118,664 $9.7M
Royal Fund Management, LLC 1.03% New 118,156 $9.6M
Trilogy Capital Inc. 0.46% Add +116.8% 117,024 $9.6M
Courier Capital LLC 0.58% Add +24.2% 115,994 $9.5M
Bedell Frazier Investment Counselling, LLC 2.38% Reduce -1.7% 115,774 $9.5M
Peapack Gladstone Financial Corp. 0.13% Add +2.4% 115,153 $9.4M
Matauro, LLC 1.76% Reduce -36.0% 114,898 $9.4M
1832 Asset Management L.P. 0.02% Add +4.5% 114,765 $9.4M
Deane Retirement Strategies, Inc. 4.14% Add +1.6% 113,315 $9.3M
Manhattan West Asset Management, LLC 2.14% Add +406.9% 113,060 $9.2M
U.S. Capital Wealth Advisors, LLC 0.26% Add +3.6% 110,937 $9.1M
Dakota Wealth Management 0.19% Reduce -4.1% 110,353 $9.0M
Madrid Financial Services 6.04% Add +2.2% 109,275 $8.9M
Kwmg, LLC 0.84% Add +1.0% 108,920 $8.9M
Twin Focus Capital Partners, LLC 1.24% Reduce -0.2% 108,050 $8.8M
Schonfeld Strategic Advisors LLC 0.07% Add +562.1% 107,935 $8.8M
Armstrong Advisory Group, Inc. 0.65% Add +2.7% 105,871 $8.6M
Prime Capital Investment Advisors, LLC 0.11% Reduce -31.8% 105,458 $8.6M
Modern Wealth Management, LLC 0.21% Add +20.2% 105,341 $8.6M
Coldstream Capital Management Inc. 0.14% Reduce -4.3% 102,865 $8.4M
Capital Investment Advisors, LLC 0.15% Reduce -2.5% 101,317 $8.3M
Meritage Portfolio Management 0.52% Reduce -0.2% 100,839 $8.2M
&partners 0.06% Add +14.9% 100,839 $8.2M
Creative Planning 0.01% Add +4.2% 100,719 $8.2M
IHT Wealth Management, LLC 0.23% Add +8.4% 100,379 $8.2M
Vestmark Advisory Solutions, Inc. 0.12% New 98,240 $8.0M
Oppenheimer & Co. Inc. 0.11% Add +100.2% 98,082 $8.0M
Oppenheimer Asset Management Inc. 0.09% New 97,698 $8.0M
Robertson Stephens Wealth Management, LLC 0.28% Reduce -0.0% 97,223 $7.9M
Charles Schwab Investment Management Inc. 0.00% Reduce -4.1% 96,569 $7.9M
Hollow Brook Wealth Management LLC 2.30% Add +0.0% 96,378 $7.9M
Prudent Investors Network, Inc. 2.11% Reduce -0.4% 95,967 $7.8M
Atria Investments, Inc 0.09% Reduce -9.0% 95,547 $7.8M
Avalon Capital Management 2.07% Reduce -1.4% 94,174 $7.7M
Signal Advisors Wealth, LLC 0.60% Add +223.7% 93,358 $7.6M
Atria Wealth Solutions, Inc. 0.17% Reduce -48.7% 93,236 $7.6M
First Interstate Bank 0.45% Reduce -1.8% 93,132 $7.6M
Morton Community Bank 1.88% Reduce -0.1% 92,808 $7.6M
Centaurus Financial, Inc. 0.44% Add +10.4% 92,687 $7.6M
Foguth Wealth Management, LLC. 1.60% Add +427.0% 91,542 $7.5M
Cornerstone Wealth Group, LLC 0.56% Reduce -5.4% 90,890 $7.4M
Graypoint LLC 0.42% Reduce -4.0% 90,326 $7.4M
Advisory Services Network, LLC 0.12% Add +20.4% 85,926 $7.4M
Brown Advisory Inc. 0.01% Add +6.1% 89,902 $7.3M
Bar Harbor Wealth Management 0.46% Add +6.0% 88,902 $7.3M
Edgewood Management LLC 0.02% No change 88,286 $7.2M
Beacon Pointe Advisors, LLC 0.08% Add +27.5% 88,262 $7.2M
Comerica Bank 0.03% Add +13.4% 87,271 $7.1M
EP Wealth Advisors, LLC 0.05% Add +80.4% 87,064 $7.1M
Exchange Traded Concepts, LLC 0.09% Reduce -65.8% 87,026 $7.1M
Banco Santander, S.A. 0.07% New 86,946 $7.1M
WCG Wealth Advisors LLC 0.46% New 86,812 $7.1M
Spire Wealth Management 0.25% Reduce -14.5% 86,937 $7.1M
Krilogy Financial LLC 0.41% Reduce -5.2% 86,469 $7.1M
Estate Counselors, LLC 0.69% Add +63.7% 85,679 $7.0M
Sumitomo Mitsui Financial Group, Inc. 0.11% Reduce -6.0% 85,676 $7.0M
Inlight Wealth Management, LLC 3.56% Add +118.3% 84,161 $6.9M
Evolution Wealth Advisors, LLC 1.00% Add +2.7% 83,548 $6.8M
IFG Advisory, LLC 0.34% Add +7.6% 83,096 $6.8M
Citadel Advisors 0.01% Reduce -2.9% 81,970 $6.7M
SteelPeak Wealth, LLC 0.26% Reduce -3.2% 81,670 $6.7M
Financial Enhancement Group LLC 0.93% New 79,203 $6.5M
Sigma Planning Corp 0.20% Reduce -2.4% 79,647 $6.5M
Dynamic Advisor Solutions LLC 0.20% Add +7.3% 79,463 $6.5M
BlueCrest Capital Management Ltd 0.89% Add +40.4% 77,621 $6.3M
Vista Finance, LLC 5.47% Reduce -1.6% 77,608 $6.3M
Meridian Investment Counsel Inc. 1.72% Add +2.5% 77,347 $6.3M
Silvercrest Asset Management Group LLC 0.04% Reduce -3.5% 77,001 $6.3M
IMZ Advisory Inc 2.50% Add +9.4% 74,574 $6.2M
Nottingham Advisors, Inc. 0.92% Add +7.7% 75,735 $6.2M
Atlantic Union Bankshares Corp 0.14% New 75,511 $6.2M
Madison Park Capital Advisors, LLC 5.18% Add +0.3% 75,428 $6.2M
Algorithmic Investment Models, LLC 4.21% Add +14.1% 75,349 $6.2M
Benjamin Edwards Inc. 0.08% Add +6.0% 75,240 $6.1M
Tower Research Capital LLC (TRC) 0.16% Add +584.0% 73,698 $6.0M
Toth Financial Advisory Corp. 0.70% Add +13.1% 73,697 $6.0M
Gladstone Institutional Advisory LLC 0.25% Add +48.1% 73,497 $6.0M
Wedbush Securities Inc. 0.21% Add +12.4% 73,491 $6.0M
Ocean Park Asset Management, LLC 0.21% No change 76,092 $6.0M
Norden Group LLC 0.65% New 73,436 $6.0M
Wela Strategies, Inc. 2.35% Add +3.1% 72,821 $5.9M
Concurrent Investment Advisors, LLC 0.12% Reduce -12.2% 72,642 $5.9M
Snowden Capital Advisors LLC 0.18% Reduce -5.5% 72,394 $5.9M
Sound View Wealth Advisors Group, LLC 0.44% Add +6.1% 72,168 $5.9M
Allworth Financial LP 0.03% Add +7.8% 71,990 $5.9M
Vectors Research Management, LLC 2.00% Reduce -4.3% 71,636 $5.8M
Integrated Wealth Concepts LLC 0.06% Reduce -12.7% 71,014 $5.8M
Gunma Bank,Ltd. 1.87% No change 70,199 $5.7M
Perkins Coie Trust Co 0.97% Reduce -1.9% 69,863 $5.7M
Meiji Yasuda Life Insurance Co 0.17% Reduce -78.2% 69,746 $5.7M
IFP Advisors, Inc 0.16% Reduce -0.5% 69,229 $5.7M
CIBC Private Wealth Group LLC 0.01% Reduce -0.3% 68,981 $5.6M
Rockport Wealth LLC 1.30% Add +84.3% 68,863 $5.6M
Blair William & Co. 0.02% Add +9.8% 67,874 $5.5M
Private Wealth Advisors, LLC 2.17% Reduce -0.2% 67,753 $5.5M
Mountain Hill Investment Partners Corp. 4.63% Reduce -0.7% 67,587 $5.5M
Park Avenue Securities LLC 0.05% New 67,128 $5.5M
Capital Insight Partners, LLC 0.95% Reduce -4.8% 67,111 $5.5M
Silverleafe Capital Partners, LLC 1.88% Reduce -17.9% 65,996 $5.4M
Consolidated Capital Management, LLC 1.93% Add +3.4% 65,344 $5.3M
Independent Financial Group, LLC 0.15% Add +12.2% 65,301 $5.3M
SMART Wealth LLC 1.67% Add +66.5% 65,271 $5.3M
Granby Capital Management, LLC 2.96% No change 65,000 $5.3M
Sequoia Financial Advisors, LLC 0.04% Reduce -49.2% 64,787 $5.3M
Provident Co of the Employees of the Hebrew University LTD 5.25% Add +52.2% 64,453 $5.3M
New Millennium Group LLC 2.91% Add +16895.0% 64,241 $5.2M
Kera Capital Partners, Inc. 1.03% New 63,950 $5.2M
Regal Investment Advisors LLC 0.39% Add +11.4% 63,495 $5.2M
Legacy Private Trust Co. 0.33% Add +14.6% 63,364 $5.2M
Ameraudi Asset Management, Inc. 2.71% Add +1316.9% 63,351 $5.2M
Level Four Advisory Services, LLC 0.19% Add +88.0% 63,344 $5.2M
Alerus Financial NA 0.37% Add +1177.9% 63,076 $5.2M
Altfest L J & Co. Inc. 0.60% Reduce -37.8% 62,467 $5.1M
Martin & Co. Inc. 0.94% Add +0.0% 62,396 $5.1M
Jmac Enterprises LLC 1.09% New 62,087 $5.1M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 0.78% New 62,000 $5.1M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -15.6% 61,637 $5.0M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.10% No change 61,362 $5.0M
Innova Wealth Partners 2.86% Reduce -10.3% 59,680 $4.9M
Centurion Wealth Management LLC 1.39% Add +30.1% 59,532 $4.9M
Csenge Advisory Group 0.26% Reduce -4.6% 59,308 $4.9M
Kropog Financial Group, LLC 4.23% New 59,234 $4.8M
Monument Capital Management 1.24% Add +0.8% 58,511 $4.8M
Appleton Partners Inc. 0.34% Reduce -0.8% 58,493 $4.8M
Hippocratic Financial Advisors, LLC 2.53% New 58,098 $4.7M
Prospera Financial Services Inc 0.09% Reduce -17.8% 56,266 $4.6M
Mercer Global Advisors Inc. 0.01% Add +7.9% 56,198 $4.6M
Vickerman Investment Advisors, Inc. 0.97% Reduce -8.4% 55,049 $4.5M
Cadent Capital Advisors, LLC 1.46% Add +1.3% 54,719 $4.5M
AQR Capital Management 0.00% Add +5.4% 54,491 $4.4M
One Wealth Map LLC 2.44% Add +5.3% 52,897 $4.4M
Perigon Wealth Management, LLC 0.10% Reduce -26.4% 54,423 $4.4M
DAVENPORT & Co LLC 0.02% Add +47.7% 54,163 $4.4M
MIdWestOne Financial Group, Inc. 0.57% Add +3.5% 53,932 $4.4M
CENTRAL TRUST Co 0.10% Add +12.0% 53,732 $4.4M
Ayalon Insurance Comp Ltd. 1.27% No change 53,705 $4.4M
Round Rock Advisors LLC 0.76% Add +10.7% 53,647 $4.4M
Mgo One Seven LLC 0.14% Reduce -6.7% 53,217 $4.3M
Waycross Investment Management Co 4.52% Add +4.9% 53,191 $4.3M
Fifth Third Bancorp 0.01% Add +7.8% 52,801 $4.3M
Valence8 US LP 1.81% Add +0.5% 52,772 $4.3M
Berger Financial Group, Inc 0.28% Add +3.2% 52,605 $4.3M
Valmark Advisers, Inc. 0.06% Reduce -0.7% 52,485 $4.3M
Measured Wealth Private Client Group, LLC 1.28% Add +13.8% 52,242 $4.3M
HCR Wealth Advisors 0.50% Add +2.3% 52,102 $4.3M
Roundview Capital LLC 0.28% Reduce -0.3% 52,021 $4.2M
Amica Mutual Insurance Co. 0.41% No change 51,924 $4.2M
Tucker Asset Management LLC 1.33% Add +2176.0% 51,118 $4.2M
B. Riley Wealth Advisors, Inc. 0.20% Reduce -64.1% 50,492 $4.1M
Cary Street Partners Financial LLC 0.11% Add +49.4% 49,877 $4.1M
Denver Wealth Management, Inc. 1.68% Add +2.5% 49,790 $4.1M
GAMCO Investors 0.04% Add +1155.4% 49,324 $4.0M
Stratos Wealth Partners, LTD. 0.05% Add +216.4% 48,748 $4.0M
Strategic Equity Management 1.45% New 48,375 $4.0M
Hancock Whitney Corp. 0.07% New 48,043 $3.9M
Harbour Investments, Inc. 0.10% Add +22.8% 47,735 $3.9M
S. R. Schill & Associates 2.87% Add +3.8% 47,715 $3.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -91.9% 47,970 $3.9M
Kestra Private Wealth Services, LLC 0.06% Add +3.1% 47,528 $3.9M
D.A. Davidson & Co. 0.03% Add +39.8% 46,862 $3.8M
Exencial Wealth Advisors, LLC 0.13% Reduce -7.3% 46,533 $3.8M
1 North Wealth Services LLC 1.51% Add +12.7% 46,486 $3.8M
Centric Wealth Management 0.91% Add +497.2% 44,029 $3.8M
Trust Co. of Oklahoma 1.19% Add +1.0% 45,747 $3.7M
Mutual Advisors, LLC 0.09% Add +5.3% 44,050 $3.7M
Fortis Group Advisors, LLC 0.68% Reduce -42.5% 43,465 $3.7M
Penserra Capital Management LLC 0.05% Reduce -7.7% 45,205 $3.7M
Foundations Investment Advisors, LLC 0.06% Reduce -10.1% 45,084 $3.7M
Paragon Financial Partners, Inc. 2.51% Reduce -0.9% 44,915 $3.7M
Apriem Advisors 0.39% No change 44,800 $3.7M
Ellis Investment Partners, LLC 0.71% Reduce -1.4% 44,691 $3.6M
Cibc World Markets Corp. 0.02% Reduce -12.0% 44,470 $3.6M
Thor Trading Advisors, LLC 4.54% New 44,416 $3.6M
Cranbrook Wealth Management, LLC 0.77% Add +1.1% 44,033 $3.6M
Hamel Associates, Inc. 1.20% Reduce -0.5% 43,565 $3.6M
Prosperity Consulting Group, LLC 0.26% Add +6.1% 43,369 $3.5M
Quantitative Investment Management, LLC 0.47% Reduce -84.3% 43,325 $3.5M
Fiduciary Group, LLC 0.33% Reduce -2.2% 43,151 $3.5M
Forbes J M & Co. LLP 0.32% Reduce -0.2% 42,689 $3.5M
PFG Investments, LLC 0.20% Add +8.6% 42,589 $3.5M
Global Retirement Partners, LLC 0.09% — 42,284 $3.5M
MFG Wealth Management, Inc. 2.90% Add +1.4% 42,204 $3.4M
Geneos Wealth Management Inc. 0.08% Add +93.8% 42,101 $3.4M
Farmers & Merchants Trust Co of Chambersburg PA 1.05% Add +0.8% 41,166 $3.4M
Key Client Fiduciary Advisors, LLC 1.37% Reduce -3.1% 40,858 $3.3M
ADG Wealth Management Group, LLC 2.82% New 40,506 $3.3M
Quantinno Capital Management LP 0.01% Add +113.5% 40,361 $3.3M
Keybank National Association 0.01% Add +3.9% 39,312 $3.2M
Integrated Advisors Network LLC 0.14% Add +76.3% 39,258 $3.2M
Investment Partners, LTD. 1.21% Add +0.7% 39,091 $3.2M
Providence First Trust Co 1.13% No change 39,057 $3.2M
RPg Family Wealth Advisory, LLC 0.84% Add +8.2% 38,756 $3.2M
Adams Wealth Management 0.60% Add +2.3% 38,609 $3.2M
CacheTech Inc. 0.58% Add +2.3% 38,609 $3.2M
Floyd Financial Group LLC 2.91% Add +95.0% 38,479 $3.1M
Associated Banc-Corp 0.09% Reduce -2.8% 38,425 $3.1M
Greenwood Capital Associates LLC 0.39% Reduce -3.2% 38,305 $3.1M
Synovus Financial Corp. 0.04% Add +29.4% 37,980 $3.1M
NBT Bank, N.A. 0.21% Reduce -2.9% 37,941 $3.1M
Ranch Capital Advisors Inc. 1.34% Add +10.8% 37,879 $3.1M
Ameritas Advisory Services, LLC 0.16% Add +14.0% 37,621 $3.1M
LCM Capital Management Inc 1.60% Add +0.5% 37,592 $3.1M
Oak Harvest Investment Services 0.38% Reduce -39.2% 37,576 $3.1M
Shaker Investments LLC 1.25% New 37,552 $3.1M
Toronto Dominion Bank 0.01% Add +2079.9% 37,473 $3.1M
Freestone Capital Holdings, LLC 0.10% Reduce -42.0% 37,336 $3.0M
Cordatus Wealth Management LLC 0.74% Reduce -0.5% 36,901 $3.0M
Focus Financial Network, Inc. 0.12% Add +17.4% 36,781 $3.0M
Ausdal Financial Partners, Inc. 0.20% Reduce -13.2% 36,479 $3.0M
TRUE Private Wealth Advisors 0.33% Add +6.5% 36,333 $3.0M
Canton Hathaway, LLC 0.60% Reduce -0.6% 35,823 $2.9M
Cim Investment Management Inc. 0.56% Reduce -0.4% 35,807 $2.9M
Waverly Advisors, LLC 0.03% Add +2.4% 35,684 $2.9M
City Center Advisors, LLC 3.11% Add +287.5% 35,546 $2.9M
First Merchants Corp. 0.11% Reduce -3.7% 35,542 $2.9M
KOM Wealth Management Group, LLC 2.29% Add +21.5% 35,455 $2.9M
Tyler-Stone Wealth Management 0.47% Add +10.0% 35,412 $2.9M
Wayfinding Financial, LLC 1.27% Reduce -3.1% 32,654 $2.9M
Rye Brook Capital LLC 2.97% Add +8.4% 34,850 $2.8M
St Germain D J Co. Inc. 0.12% Reduce -0.5% 34,806 $2.8M
AAFMAA Wealth Management & Trust LLC 1.17% Add +29.9% 34,736 $2.8M
WBH Advisory Inc. 0.24% Reduce -5.9% 34,575 $2.8M
Wealth Quarterback LLC 1.34% Add +43.0% 34,562 $2.8M
CX Institutional 0.10% Reduce -10.3% 34,501 $2.8M
Glenmede Investment Management, LP 0.01% — 34,236 $2.8M
American Assets Investment Management, LLC 0.22% No change 34,000 $2.8M
Consolidated Investment Group LLC 0.37% Add +41.9% 33,870 $2.8M
Fluent Financial, LLC 1.14% Reduce -55.9% 33,812 $2.8M
Simmons Bank 0.20% Add +0.4% 33,794 $2.8M
Brave Asset Management Inc. 0.75% Reduce -0.4% 33,728 $2.8M
Parallax Volatility Advisers, L.P. 0.13% Add +217.5% 33,424 $2.7M
AlphaCore Capital LLC 0.10% Add +310.7% 33,420 $2.7M
Fragasso Financial Advisors Inc 0.18% Reduce -8.2% 33,298 $2.7M
Ashton Thomas Private Wealth, LLC 0.10% Reduce -29.9% 33,146 $2.7M
Patten & Patten Inc. 0.17% Add +18.3% 33,046 $2.7M
MV Capital Management, Inc. 0.28% Reduce -2.5% 32,991 $2.7M
Winthrop Capital Management, LLC 0.68% Add +8.8% 32,934 $2.7M
National Bank of Canada 0.00% Add +30.8% 32,842 $2.7M
Montag A & Associates Inc. 0.13% Reduce -0.0% 32,134 $2.6M
Atom Investors LP 0.23% Reduce -30.6% 32,121 $2.6M
Symmetry Partners, LLC 0.32% Add +2.1% 32,036 $2.6M
Huntington National Bank 0.02% Reduce -0.4% 31,776 $2.6M
SeaCrest Wealth Management, LLC 0.28% Reduce -3.0% 31,745 $2.6M
Crabel Capital Management, LLC 1.58% Reduce -41.9% 31,691 $2.6M
Stephens Inc. 0.04% Add +96.4% 31,665 $2.6M
Moors & Cabot, Inc. 0.12% Add +61.3% 31,609 $2.6M
WESPAC Advisors SoCal, LLC 0.57% Add +37.6% 31,453 $2.6M
Aster Capital Management (DIFC) Ltd 0.58% New 31,346 $2.6M
AMG National Trust Bank 0.07% Add +1.5% 31,231 $2.6M
Old National Bancorp 0.04% Reduce -16.9% 30,978 $2.5M
Compass Wealth Management, LLC 1.35% — 30,856 $2.5M
Koa Wealth Management, LLC 2.00% Reduce -11.0% 30,831 $2.5M
D. Scott Neal, Inc. 1.25% Add +5.8% 30,601 $2.5M
Sage Capital Advisors,llc 0.61% Reduce -0.8% 30,391 $2.5M
Shepherd Financial Partners LLC 0.26% Add +2.0% 30,292 $2.5M
Parkside Investments, LLC 0.33% Add +76.5% 30,000 $2.4M
Wilson & Boucher Capital Management, LLC 1.71% Add +0.0% 29,981 $2.4M
Magnus Financial Group LLC 0.21% Add +2.9% 29,683 $2.4M
JSF Financial, LLC 0.57% Add +7.2% 29,334 $2.4M
Community Bank, N.A. 0.31% Add +41.4% 29,152 $2.4M
Butensky & Cohen Financial Security, Inc. 0.71% Add +2.3% 29,055 $2.4M
Envestnet Portfolio Solutions, Inc. 0.01% Add +42.4% 29,043 $2.4M
111 Capital 0.41% Reduce -22.3% 28,988 $2.4M
D L Carlson Investment Group Inc. 0.43% Reduce -2.9% 28,965 $2.4M
Modera Wealth Management, LLC 0.03% Reduce -0.5% 28,770 $2.3M
Zullo Investment Group, Inc. 0.95% Add +1.3% 28,727 $2.3M
Stableford Capital II LLC 0.88% Reduce -1.4% 27,755 $2.3M
Laurel Wealth Advisors LLC 0.35% Reduce -0.5% 28,523 $2.3M
Kingsview Wealth Management, LLC 0.04% Add +6.3% 28,511 $2.3M
Commerce Bank 0.01% Reduce -2.2% 28,476 $2.3M
Axxcess Wealth Management, LLC 0.06% Add +2.9% 28,464 $2.3M
Atlas Capital Advisors Inc. 0.28% Reduce -12.7% 28,253 $2.3M
LM Advisors LLC 0.30% Reduce -1.7% 28,244 $2.3M
TD Waterhouse Canada Inc. 0.02% Add +8.6% 28,133 $2.3M
Maven Securities LTD 0.60% Reduce -55.1% 28,162 $2.3M
Private Capital Management, LLC 0.23% Reduce -0.2% 28,158 $2.3M
Aspen Investment Management Inc 0.97% Add +3.6% 28,159 $2.3M
Collaborative Wealth Managment Inc. 1.00% Reduce -13.7% 28,051 $2.3M
Wealthfront Advisers LLC 0.01% Add +10.4% 28,010 $2.3M
Guidance Capital, Inc. 0.64% Add +13.0% 26,274 $2.3M
Leuthold Group, LLC 0.27% Add +80.1% 27,526 $2.2M
Wealthcare Advisory Partners LLC 0.05% Add +7.0% 27,495 $2.2M
Moneywise, Inc. 1.05% New 27,469 $2.2M
Apollon Wealth Management, LLC 0.04% Add +9.3% 27,451 $2.2M
Fox Hill Wealth Management 1.15% Add +1.2% 27,420 $2.2M
Pinnacle Financial Partners Inc 0.05% Reduce -8.6% 27,383 $2.2M
Premier Path Wealth Partners, LLC 0.31% Add +2.8% 27,182 $2.2M
Asset Allocation Strategies LLC 0.49% Reduce -8.1% 27,175 $2.2M
First Trust Advisors LP 0.00% Add +64.5% 27,133 $2.2M
Everstar Asset Management, LLC 1.34% Add +1.7% 26,986 $2.2M
Point72 Asset Management 0.01% New 26,975 $2.2M
Clearbridge Investments, LLC 0.00% Reduce -1.5% 26,792 $2.2M
Arkadios Wealth Advisors 0.07% Add +11.1% 26,731 $2.2M
Mechanics Bank Trust Department 0.31% Reduce -6.0% 26,645 $2.2M
Brookstone Capital Management 0.03% Add +1.1% 26,565 $2.2M
Fairvoy Private Wealth, LLC 0.54% Reduce -9.3% 26,420 $2.2M
TD Private Client Wealth LLC 0.05% Add +2205.5% 26,190 $2.1M
Wealthedge Investment Advisors, LLC 0.89% Add +3.5% 26,095 $2.1M
Midwest Financial Group LLC 1.11% Add +1.9% 25,822 $2.1M
Jain Global LLC 0.03% New 25,628 $2.1M
Stamos Capital Partners, L.P. 0.37% Add +45.3% 25,575 $2.1M
Zuckerman Investment Group, LLC 0.20% Add +14.6% 25,549 $2.1M
Ironsides Asset Advisors, LLC 0.60% Add +8.8% 25,541 $2.1M
Accretive Wealth Partners, LLC 0.68% Add +1.2% 25,247 $2.1M
Good Life Advisors, LLC 0.13% Add +17.2% 25,142 $2.1M
Interactive Financial Advisors, Inc. 1.00% Reduce -1.1% 25,071 $2.0M
Journey Strategic Wealth LLC 0.07% Reduce -6.4% 24,960 $2.0M
Private Trust Co. NA 0.19% Add +0.7% 24,525 $2.0M
HBK Sorce Advisory LLC 0.05% Add +10.2% 24,499 $2.0M
Himension Capital (singapore) Pte. LTD. 0.16% Reduce -80.9% 24,400 $2.0M
Crews Bank & Trust 0.31% Reduce -3.5% 24,282 $2.0M
AE Wealth Management LLC 0.01% Reduce -14.4% 24,220 $2.0M
Choate Investment Advisors 0.04% No change 24,120 $2.0M
Securian Asset Management, Inc. 0.06% No change 24,000 $2.0M
Great Valley Advisor Group, Inc. 0.04% Reduce -5.2% 23,955 $2.0M
Summit Trail Advisors, LLC 0.03% Reduce -2.3% 23,773 $1.9M
Kercheville Advisors, LLC 0.67% Add +9.7% 23,741 $1.9M
Woodmont Investment Counsel LLC 0.13% Add +0.0% 23,631 $1.9M
Corrado Advisors, LLC 1.18% Add +7.4% 23,609 $1.9M
Capital Investment Advisory Services, LLC 0.16% Add +1.1% 23,600 $1.9M
Virtue Capital Management, LLC 0.35% Reduce -16.4% 23,516 $1.9M
Sendero Wealth Management, LLC 0.24% No change 23,375 $1.9M
ExodusPoint Capital Management, LP 0.02% Add +8.2% 23,353 $1.9M
Grandview Asset Management LLC 0.61% Reduce -0.2% 23,221 $1.9M
Venturi Wealth Management, LLC 0.09% Reduce -9.1% 23,112 $1.9M
Hudock, Inc. 0.30% Reduce -9.9% 23,071 $1.9M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.98% Add +15.0% 23,000 $1.9M
Chemung Canal Trust Co. 0.39% Reduce -58.8% 22,954 $1.9M
Johnson Investment Counsel Inc. 0.02% Reduce -10.0% 22,840 $1.9M
Franklin Street Advisors Inc. 0.12% No change 22,754 $1.9M
Choreo, LLC 0.03% Add +256.2% 22,663 $1.9M
Corundum Group, Inc. 0.82% Reduce -0.4% 22,653 $1.8M
M1 Capital Management LLC 0.92% Add +0.1% 22,449 $1.8M
Keystone Financial Group 0.17% Add +73.0% 22,447 $1.8M
Foronjy Financial LLC 0.86% — 22,407 $1.8M
Savior LLC 9.86% Add +12.6% 22,289 $1.8M
NCM Capital Management, LLC 0.75% Add +0.5% 22,263 $1.8M
Sharper & Granite LLC 0.69% Add +5.8% 22,371 $1.8M
SIH Partners, LLLP 0.17% Add +116.5% 22,160 $1.8M
Advisor OS, LLC 0.18% Add +229.7% 21,891 $1.8M
Accel Wealth Management 0.59% Add +1.7% 21,740 $1.8M
Intrepid Financial Planning Group LLC 0.74% Add +0.8% 21,686 $1.8M
CreativeOne Wealth, LLC 0.05% Add +21.1% 21,670 $1.8M
Nwam LLC 0.10% New 20,630 $1.8M
Hollencrest Capital Management 0.08% Add +0.1% 21,576 $1.8M
Encompass More Asset Management 0.41% Reduce -32.9% 21,508 $1.8M
Chilton Investment Co. Inc. 0.04% No change 21,500 $1.8M
United Capital Financial Advisors, LLC 0.01% Reduce -2.0% 21,316 $1.7M
Western Wealth Management, LLC 0.10% Add +15.3% 21,243 $1.7M
Altura Wealth Advisors Inc. 0.97% Add +0.9% 21,211 $1.7M
Performance Wealth Partners, LLC 0.06% Reduce -1.7% 21,203 $1.7M
Proffitt & Goodson Inc. 0.26% Add +1.0% 21,182 $1.7M
Hilltop Holdings Inc. 0.11% Reduce -3.3% 21,181 $1.7M
Washington Growth Strategies LLC 1.32% — 21,157 $1.7M
Larson Financial Group LLC 0.07% Reduce -57.9% 21,143 $1.7M
Orange Investment Advisors, Inc. 0.19% Reduce -3.6% 21,117 $1.7M
RFG Advisory, LLC 0.04% Reduce -32.4% 21,105 $1.7M
Citizens Financial Group Inc. 0.03% Add +11.5% 21,094 $1.7M
Venture Visionary Partners LLC 0.06% Reduce -0.2% 20,967 $1.7M
Lee Danner & Bass Inc. 0.13% Add +35.8% 20,867 $1.7M
Transamerica Financial Advisors, LLC 0.16% Add +1042200.0% 20,846 $1.7M
Clarus Wealth Advisors 0.79% New 20,937 $1.7M
Silver Coast Investments LLC 0.62% Add +23.3% 20,785 $1.7M
Colton Groome Financial Advisors, LLC 0.57% Add +1.6% 20,771 $1.7M
Counterweight Ventures, LLC 1.10% Add +3.0% 20,668 $1.7M
Laraway Financial Advisors Inc 1.27% Reduce -2.2% 20,479 $1.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 20,541 $1.7M
Certified Advisory Corp 0.17% Add +21.0% 20,407 $1.7M
Aristides Capital LLC 0.53% No change 20,188 $1.6M
Merit Financial Group, LLC 0.02% Add +5.2% 20,118 $1.6M
Asset Management One Co., Ltd. 0.01% Add +5620.3% 19,964 $1.6M
Asset Advisors Investment Management, LLC 0.16% Add +6.7% 19,908 $1.6M
Bank of New York Mellon Corp 0.00% Add +36.5% 19,876 $1.6M
Peddock Capital Advisors, LLC 0.37% New 19,841 $1.6M
CoreCap Advisors, LLC 0.07% Reduce -31.3% 19,788 $1.6M
Founders Financial Securities LLC 0.12% Reduce -42.3% 19,366 $1.6M
Pallas Capital Advisors LLC 0.06% Reduce -30.6% 19,344 $1.6M
Central Bank & Trust Co. 0.26% Add +3.4% 19,337 $1.6M
Volterra Technologies LP 2.10% — 18,985 $1.6M
Solstein Capital, LLC 0.79% Add +89.8% 18,946 $1.5M
Advyzon Investment Management, LLC 0.34% Add +233.0% 18,890 $1.5M
Legal & General Group Plc 0.00% Reduce -38.8% 18,950 $1.5M
1ST Source Bank 0.08% Reduce -7.8% 18,775 $1.5M
Moulton Wealth Management, Inc. 1.15% Reduce -13.9% 18,629 $1.5M
WP Advisors, LLC 0.42% Add +0.5% 18,664 $1.5M
Lionsbridge Wealth Management LLC 1.52% Reduce -55.6% 18,652 $1.5M
Prostatis Group LLC 0.43% Add +327.9% 18,605 $1.5M
Evoke Wealth, LLC 0.04% Add +90.2% 18,587 $1.5M
Florida Financial Advisors, LLC 0.37% Add +86.5% 18,465 $1.5M
Parallel Advisors, LLC 0.03% Add +16.9% 18,459 $1.5M
Polymer Capital Management (HK) LTD 0.24% No change 18,384 $1.5M
Park Edge Advisors, LLC 0.38% Reduce -54.6% 18,234 $1.5M
Strategic Blueprint, LLC 0.07% Reduce -1.1% 17,876 $1.5M
CWA Asset Management Group, LLC 0.06% Add +2.5% 17,867 $1.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +47.9% 17,863 $1.5M
Empowered Funds, LLC 0.02% Add +11.1% 17,812 $1.5M
Evernest Financial Advisors, LLC 0.47% Add +12.1% 17,785 $1.5M
Concentric Capital Strategies, LP 0.08% New 17,697 $1.4M
City Holding Co. 0.19% Add +3.3% 17,632 $1.4M
Arete Wealth Advisors, LLC 0.10% Add +2.1% 17,525 $1.4M
Bramshill Investments, LLC 0.15% Add +52.2% 17,500 $1.4M
JBR Co Financial Management Inc 0.70% Add +1.0% 17,486 $1.4M
Freedom Financial Partners LLC 0.60% Reduce -1.7% 17,439 $1.4M
Farther Finance Advisors, LLC 0.03% Add +70.5% 17,293 $1.4M
Stillwater Capital Advisors, LLC 0.18% Add +0.4% 17,288 $1.4M
Penobscot Wealth Management 0.50% Add +12.1% 17,244 $1.4M
Northeast Financial Consultants Inc 0.06% Add +0.0% 17,197 $1.4M
M&T Bank Corp 0.00% Add +0.6% 17,193 $1.4M
Silver Oak Securities, Incorporated 0.12% Add +16.3% 17,022 $1.4M
Peoples Financial Services Corp. 0.67% Reduce -17.8% 16,687 $1.4M
Samalin Investment Counsel, LLC 0.52% Add +0.1% 16,648 $1.4M
Harbor Investment Advisory, LLC 0.12% Add +0.0% 16,522 $1.3M
Uptown Financial Advisors LLC 1.25% Add +29.1% 16,480 $1.3M
Koshinski Asset Management, Inc. 0.10% Reduce -25.5% 16,406 $1.3M
Marshall Wace, LLP 0.00% Reduce -98.1% 16,388 $1.3M
Second Half Financial Partners, LLC 0.63% Add +3.4% 16,382 $1.3M
J. Safra Sarasin Holding AG 0.02% Add +66.7% 16,240 $1.3M
Carnegie Investment Counsel 0.03% Reduce -10.4% 16,164 $1.3M
J.Safra Asset Management Corp 0.09% Add +49.6% 16,133 $1.3M
New Wave Wealth Advisors LLC 0.56% Reduce -0.2% 16,115 $1.3M
17 Capital Partners, LLC 0.75% New 15,894 $1.3M
Diversified Enterprises, LLC 0.10% Add +1.9% 15,889 $1.3M
Freedom Investment Management, Inc. 0.10% Add +3.7% 15,820 $1.3M
World Investment Advisors 0.03% Reduce -13.8% 15,713 $1.3M
Horizon Investments, LLC 0.02% Reduce -47.4% 15,667 $1.3M
Fulcrum Equity Management 1.30% Add +312.4% 15,544 $1.3M
Nvest Financial, LLC 0.66% Add +2.0% 15,534 $1.3M
Patriot Investment Management Group, Inc. 0.09% No change 15,519 $1.3M
Alpha Cubed Investments, LLC 0.05% Reduce -43.1% 15,409 $1.3M
Gerber Kawasaki Wealth & Investment Management 0.05% Add +12.0% 15,405 $1.3M
Avior Wealth Management, LLC 0.04% Reduce -4.7% 15,262 $1.2M
Midwest Trust Co 0.02% — 15,256 $1.2M
Clear Creek Financial Management, LLC 0.12% Reduce -10.9% 15,213 $1.2M
Sepio Capital, LP 0.09% Reduce -6.9% 14,957 $1.2M
Capital Investment Counsel, LLC 0.19% Add +221.3% 14,952 $1.2M
Granite Harbor Advisors, Inc. 0.57% Reduce -3.5% 14,901 $1.2M
Fifth Third Wealth Advisors LLC 0.05% Add +105.6% 14,899 $1.2M
Primoris Wealth Advisors, LLC 0.83% Reduce -7.0% 14,881 $1.2M
Y-Intercept (Hong Kong) Ltd 0.03% New 14,847 $1.2M
SCS Capital Management LLC 0.01% Reduce -29.5% 14,787 $1.2M
NewEdge Wealth, LLC 0.02% Add +0.7% 13,823 $1.2M
Sowell Financial Services LLC 0.05% Add +26.9% 14,547 $1.2M
Allred Capital Management, LLC 0.44% Add +0.1% 14,376 $1.2M
AmeriServ Wealth Advisors 0.58% Reduce -75.2% 14,370 $1.2M
WealthShield Partners, LLC 0.14% No change 14,356 $1.2M
Capital Advisors, Ltd. LLC 0.14% Add +14.8% 14,261 $1.2M
St. Nicholas Private Asset Management, Inc. 1.08% No change 14,220 $1.2M
Brookwood Investment Group LLC 0.19% Add +299.5% 14,150 $1.2M
Onyx Bridge Wealth Group LLC 0.15% Reduce -87.8% 14,131 $1.2M
Elevation Point Wealth Partners, LLC 0.09% Reduce -3.1% 13,907 $1.1M
Arkfeld Wealth Strategies, L.L.C. 0.45% Add +0.1% 13,839 $1.1M
Afg Fiduciary Services Limited Partnership 0.73% Add +4.7% 13,846 $1.1M
Country Club Bank 0.07% Reduce -7.6% 13,932 $1.1M
Private Wealth Group, LLC 0.60% Reduce -0.9% 13,832 $1.1M
Kovack Advisors, Inc. 0.11% Reduce -22.5% 13,814 $1.1M
Cladis Investment Advisory, LLC 0.71% Add +1.4% 13,803 $1.1M
Meridian Wealth Management, LLC 0.05% Add +8.3% 13,846 $1.1M
International Assets Investment Management, LLC 0.09% Reduce -32.0% 13,712 $1.1M
Fourth Dimension Wealth, LLC 0.47% Add +5.3% 13,699 $1.1M
Financial & Tax Architects, LLC 0.27% Add +11.7% 13,696 $1.1M
Essex LLC 0.22% Reduce -1.2% 13,577 $1.1M
OneDigital Investment Advisors LLC 0.01% Add +20.0% 13,573 $1.1M
Regions Financial Corp. 0.01% Reduce -1.8% 13,561 $1.1M
Resonant Capital Advisors, LLC 0.07% No change 13,465 $1.1M
Rock Point Advisors, LLC 0.31% Reduce -2.3% 13,434 $1.1M
Wincap Financial LLC 0.88% Reduce -8.8% 13,406 $1.1M
Telos Capital Management, Inc. 0.11% Add +4.1% 13,330 $1.1M
Sage Capital Management, LLC 0.52% Reduce -3.4% 13,299 $1.1M
Creekside Partners 0.51% No change 13,202 $1.1M
Pine Valley Investments Ltd Liability Co 0.06% Add +0.1% 13,183 $1.1M
Shulman DeMeo Asset Management LLC 0.27% Reduce -2.3% 13,167 $1.1M
Diversify Advisory Services, LLC 0.04% Add +258.0% 12,432 $1.1M
First Horizon Advisors, Inc. 0.03% Add +5.3% 13,072 $1.1M
Orrstown Financial Services Inc. 0.22% Add +23.6% 13,003 $1.1M
Allie Family Office LLC 0.52% Reduce -0.7% 12,957 $1.1M
Keystone Wealth Services, LLC 0.25% Add +117.7% 12,863 $1.1M
Trivium Point Advisory, LLC 0.11% Add +225.2% 12,825 $1.0M
Waldron Private Wealth LLC 0.05% No change 12,789 $1.0M
Joseph P. Lucia & Associates, LLC 0.42% Add +7.2% 12,717 $1.0M
Pettyjohn, Wood & White, Inc. 0.19% Reduce -1.9% 12,702 $1.0M
Solutions 4 Wealth, Ltd 1.73% Add +4.5% 12,700 $1.0M
Compound Planning, Inc. 0.04% Add +1.8% 12,693 $1.0M
Alpine Global Management, LLC 0.27% New 12,648 $1.0M
Ensign Peak Advisors, Inc 0.00% Reduce -94.1% 12,558 $1.0M
Tocqueville Asset Management L.P. 0.02% Reduce -25.8% 12,549 $1.0M
Lynx Investment Advisory 0.67% Add +0.7% 12,504 $1.0M
Alamea Verwaltungs GmbH 0.77% No change 12,500 $1.0M
CWC Advisors, LLC. 0.53% Reduce -15.7% 12,457 $1.0M
BBR Partners, LLC 0.06% New 12,421 $1.0M
Adapt Wealth Advisors, LLC 0.45% Reduce -11.2% 12,408 $1.0M
Jaffetilchin Investment Partners, LLC 0.07% Add +44.9% 12,334 $1.0M
Terra Nova Asset Management LLC 0.70% Reduce -19.2% 12,334 $1.0M
Ssi Investment Management LLC 0.41% Reduce -39.3% 12,300 $1.0M
Howard Capital Management, LLC 0.01% New 12,264 $1.0M
Tidal Investments LLC 0.01% Reduce -66.4% 12,242 $1000K
WESPAC Advisors, LLC 0.70% Add +141.8% 12,239 $999K
L.M. Kohn & Company 0.27% Add +0.0% 12,191 $995K
CRA Financial Services, LLC 0.15% Reduce -2.8% 12,083 $987K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -1.5% 12,069 $986K
Heritage Wealth Advisors 0.05% Reduce -29.9% 12,042 $983K
Councilor Wealth, LLC 0.45% Add +0.0% 11,875 $970K
Purus Wealth Management, LLC 0.34% Reduce -0.3% 11,824 $966K
Narwhal Capital Management 0.08% No change 11,822 $965K
Wellington Management Group LLP 0.00% Reduce -74.8% 11,820 $965K
OneAscent Financial Services LLC 0.07% Reduce -3.0% 11,743 $962K
Stone Summit Wealth LLC 0.30% Reduce -4.1% 11,709 $956K
Turn8 Private Wealth Inc. 0.69% Add +27.6% 11,702 $956K
Apexium Financial, LP 0.05% Add +1.7% 11,653 $952K
Cypress Capital Group 0.12% No change 11,634 $950K
Arrow Financial Corp 0.10% Reduce -25.6% 11,610 $948K
Two Sigma Securities, LLC 0.12% Reduce -52.2% 11,590 $946K
Jackson, Grant Investment Advisers, Inc. 0.35% Add +0.3% 11,547 $943K
Personal Cfo Solutions, LLC 0.17% Reduce -20.6% 11,499 $939K
Simplicity Wealth,LLC 0.04% New 11,456 $936K
Trust Co 0.11% Reduce -5.0% 11,453 $935K
PCG Asset Management, LLC 0.80% Reduce -1.8% 11,452 $935K
Mirador Capital Partners LP 0.15% Add +4.9% 11,406 $931K
Bfsg, LLC 0.10% Reduce -9.4% 11,406 $931K
Cresset Asset Management, LLC 0.00% Reduce -33.2% 11,351 $927K
GeoWealth Management, LLC 0.04% Reduce -47.6% 11,233 $917K
Paloma Partners Management Co 0.39% Add +6.5% 11,205 $915K
Silverlake Wealth Management LLC 0.27% Add +1.7% 11,111 $907K
Chicago Partners Investment Group LLC 0.03% Reduce -2.5% 10,596 $894K
Investment House LLC 0.04% Add +1.9% 10,900 $890K
Keel Point, LLC 0.06% Add +5.8% 10,892 $889K
Platform Technology Partners 0.23% Add +3.3% 10,888 $889K
Wesbanco Bank Inc. 0.03% Add +16.0% 10,864 $887K
HBW Advisory Services LLC 0.11% Add +18.1% 10,835 $885K
Bank of Nova Scotia 0.00% Reduce -13.0% 10,813 $883K
Abbot Financial Management, Inc. 0.41% No change 10,775 $880K
PSI Advisors, LLC 0.44% Reduce -6.1% 10,756 $878K
Cullen Capital Management, LLC 0.01% New 10,748 $878K
Chesapeake Wealth Management 0.29% Reduce -4.0% 10,683 $872K
Camelot Technology Advisors, Inc. 0.75% Add +3.5% 10,613 $867K
Sava Infond d.o.o. 0.14% No change 10,600 $866K
Lanark Financial, Inc. 0.07% Add +1.3% 10,586 $864K
Boltwood Capital Management 0.24% Reduce -3.5% 10,413 $850K
Meridian Financial Advisors, LLC 0.55% Add +6.4% 10,407 $850K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Add +3.9% 10,407 $850K
Intrua Financial, LLC 0.12% Reduce -87.6% 10,392 $849K
Miller Howard Investments Inc. 0.03% Reduce -67.5% 10,265 $838K
Farmers Trust Co. 0.16% Reduce -33.6% 10,250 $837K
HB Wealth Management, LLC 0.01% Reduce -18.1% 10,215 $834K
Powell Investment Advisors, LLC 0.31% No change 10,215 $834K
Triangle Securities Wealth Management 0.21% Reduce -16.2% 10,210 $834K
Neuberger Berman Group LLC 0.00% Reduce -2.5% 10,172 $831K
Jefferies Financial Group Inc. 0.01% Reduce -37.4% 10,168 $830K
Provida Pension Fund Administrator 0.01% Reduce -71.9% 10,143 $828K
Principal Financial Group Inc. 0.00% New 10,118 $826K
Texas Yale Capital Corp. 0.03% No change 10,075 $823K
David J Yvars Group 0.48% Add +0.5% 10,030 $817K
Luminist Capital LLC 0.81% Add +969.1% 9,964 $816K
Noesis Capital Mangement Corp. 0.14% Reduce -6.6% 9,987 $816K
Destiny Capital Corp 0.49% Reduce -0.3% 9,986 $815K
Wealthspire Retirement, LLC 0.05% Add +38.8% 9,981 $815K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.14% No change 9,963 $814K
McGlone Suttner Wealth Management, Inc. 0.12% Add +0.1% 9,932 $811K
Objective Capital Management, LLC 0.90% Add +0.3% 9,813 $801K
Hills Bank & Trust Co 0.05% Reduce -8.0% 9,811 $801K
CMG Global Holdings, LLC 0.42% Add +3.6% 9,564 $800K
FIL Ltd 0.00% Reduce -92.3% 9,745 $796K
Patton Albertson Miller Group, LLC 0.10% Add +4.8% 9,733 $795K
Spinnaker Investment Group, LLC 0.19% Add +79.1% 9,730 $795K
United Asset Strategies, Inc. 0.07% Reduce -5.9% 9,728 $794K
O'shaughnessy Asset Management, LLC 0.01% Add +5.0% 9,726 $794K
Tradition Wealth Management, LLC 0.06% Reduce -0.2% 9,707 $793K
O'ROURKE & COMPANY, Inc 0.37% Add +9.2% 9,705 $792K
Centennial Bank 0.33% Add +5.6% 9,671 $790K
Dumont & Blake Investment Advisors LLC 0.21% Reduce -1.5% 9,656 $789K
Disciplined Investors, L.L.C. 0.61% Add +0.2% 9,571 $782K
Investment Management Corp. /Va/ 0.70% Add +45.8% 9,508 $776K
World Equity Group, Inc. 0.21% Add +241.0% 9,508 $776K
3EDGE Asset Management, LP 0.05% Reduce -26.4% 9,509 $774K
Principal Securities, Inc. 0.01% Add +23.0% 9,463 $773K
Horizon Financial Services, LLC 0.41% Reduce -2.3% 9,431 $770K
Salem Investment Counselors Inc. 0.02% Reduce -0.5% 9,397 $767K
Belpointe Asset Management LLC 0.03% Reduce -63.7% 9,247 $755K
Connecticut Wealth Management, LLC 0.04% Add +289.9% 14,374 $753K
One Capital Management, LLC 0.03% Reduce -23.4% 9,170 $749K
Stolper Co 0.25% Add +1.8% 9,137 $746K
Monetary Management Group Inc. 0.18% Add +5.3% 9,132 $746K
Scotia Capital Inc. 0.00% Reduce -63.4% 9,128 $745K
Burford Brothers, Inc. 0.34% Add +1.1% 9,107 $744K
Stratos Wealth Advisors, LLC 0.04% Add +114.0% 8,996 $735K
GWN Securities Inc. 0.14% Reduce -86.9% 8,988 $734K
White Pine Capital LLC 0.23% Add +0.6% 8,952 $731K
Jackson Hole Capital Partners, LLC 0.13% Add +4.4% 8,950 $731K
Narus Financial Partners, LLC 0.23% Add +11.5% 8,938 $730K
MontVue Capital Management, Inc. 0.52% Reduce -3.3% 8,932 $729K
Stock Yards Bank & Trust Co. 0.02% Add +22.7% 8,906 $727K
Cornerstone National Bank & Trust Co 0.31% Add +0.7% 8,871 $724K
Capital Analysts, LLC 0.02% Add +0.1% 8,849 $723K
Calton & Associates, Inc. 0.12% Add +40.0% 8,836 $722K
Cushing Capital Partners, LLC 0.61% Add +3.1% 8,816 $720K
MWA Asset Management 0.44% Reduce -0.2% 8,805 $719K
Ibex Wealth Advisors 0.08% New 8,741 $714K
Bluespring Wealth Management, LLC 0.07% Add +3.7% 8,730 $713K
Nomura Asset Management Co. Ltd. 0.00% Add +16.1% 8,659 $707K
Cooksen Wealth, LLC 0.56% Add +19.9% 8,604 $703K
Smith Thornton Advisors LLC 0.40% Reduce -0.8% 8,598 $702K
M3 Advisory Group, LLC 0.49% Add +0.7% 8,596 $702K
Mesirow Financial Investment Management, Inc. 0.01% Add +5.2% 8,580 $701K
Global View Capital Management LLC 0.22% Reduce -8.4% 8,574 $700K
Franklin Resources Inc. 0.00% Add +6.0% 8,516 $695K
Eldridge Investment Advisors, Inc. 0.14% No change 8,470 $692K
Rwa Wealth Partners, LLC 0.01% Reduce -0.7% 8,462 $691K
Rothschild Investment LLC 0.04% Add +0.0% 8,401 $686K
Wealthspire Advisors, LLC 0.00% Reduce -23.4% 8,370 $683K
Aptus Capital Advisors, LLC 0.01% Add +65.6% 8,346 $682K
Matthew Goff Investment Advisor, LLC 0.13% Reduce -5.6% 8,338 $681K
FineMark National Bank & Trust 0.02% Reduce -0.6% 8,276 $676K
First National Bank of Hutchinson 0.42% No change 8,174 $667K
Polar Asset Management Partners Inc. 0.02% New 8,108 $662K
Seaview Investment Managers LLC 0.14% New 8,085 $660K
Manchester Capital Management LLC 0.09% Reduce -60.9% 7,984 $652K
Betterment LLC 0.00% Reduce -22.2% 7,952 $649K
Rehmann Capital Advisory Group 0.04% Add +6.8% 7,931 $648K
Lion Street Advisors, LLC 0.20% Reduce -3.6% 7,910 $646K
Dearborn Partners LLC 0.03% Reduce -1.2% 7,900 $645K
Sovereign Financial Group, Inc. 0.13% Reduce -9.4% 7,866 $642K
Ahl Investment Management, Inc. 0.43% Reduce -4.0% 7,847 $641K
Sovran Advisors, LLC 0.07% Reduce -9.9% 7,895 $641K
Mount Lucas Management LP 0.30% Reduce -4.3% 7,794 $636K
Madden Advisory Services, Inc. 0.27% Add +11.2% 7,776 $635K
Resolute Wealth Strategies, LLC 0.34% New 7,774 $635K
AdvisorNet Financial, Inc 0.04% Reduce -6.3% 7,759 $634K
Strategic Financial Concepts, LLC 0.09% Add +7.8% 7,747 $633K
Verus Capital Partners, LLC 0.06% Add +13.2% 7,722 $631K
Elequin Capital, LP 0.20% New 7,716 $630K
Strait & Sound Wealth Management LLC 0.27% Reduce -12.6% 7,711 $630K
Tyche Wealth Partners LLC 0.13% Reduce -8.4% 7,693 $628K
10Elms LLP 0.69% Reduce -11.2% 7,668 $626K
Vigilare Wealth Management 0.23% Reduce -10.4% 7,656 $625K
Debussy Capital Management LP 0.09% Reduce -2.5% 7,651 $625K
Balefire, LLC 0.13% Add +103.9% 7,588 $620K
Nalls Sherbakoff Group, LLC 0.45% Add +0.1% 7,558 $617K
J2 Capital Management Inc 0.49% Add +25.3% 7,517 $614K
Nvwm, LLC 0.15% Add +1.1% 7,508 $613K
Claro Advisors Inc. 0.10% Add +11.1% 7,507 $613K
Peoples Bank 0.41% Reduce -0.7% 7,496 $612K
Windsor Capital Management, LLC 0.18% Reduce -1.5% 7,489 $612K
Cullen/Frost Bankers, Inc. 0.01% Add +531.3% 7,475 $610K
Compagnie Lombard Odier SCmA 0.01% New 7,400 $604K
NFSG Corp 0.10% Add +222.4% 7,377 $602K
WealthTrust Axiom LLC 0.18% No change 7,362 $601K
Moloney Securities Asset Management, LLC 0.07% Add +66.3% 7,315 $597K
Contravisory Investment Management, Inc. 0.12% Reduce -19.8% 7,282 $595K
Continuum Advisory, LLC 0.07% Add +62.3% 7,120 $581K
Chemistry Wealth Management LLC 0.12% Add +11.5% 7,109 $581K
First Manhattan Co. Llc. 0.00% Add +37.1% 7,086 $579K
McAdam, LLC 0.03% Reduce -21.2% 7,068 $577K
Moneco Advisors, LLC 0.05% Add +14.3% 7,059 $576K
John G Ullman & Associates Inc. 0.09% No change 7,057 $576K
Kingswood Wealth Advisors, LLC 0.05% Add +5.6% 7,048 $576K
Visionary Wealth Advisors 0.03% Add +33.5% 7,044 $575K
Wolverine Asset Management LLC 0.04% New 7,005 $572K
TrueWealth Advisors, LLC 0.17% Add +30.4% 6,999 $572K
Brendel Financial Advisors LLC 0.32% Reduce -42.2% 6,987 $571K
Oakworth Capital, Inc. 0.04% No change 6,987 $571K
Maridea Wealth Management LLC 0.15% Reduce -2.6% 6,920 $565K
Realta Investment Advisors 0.22% Add +123.0% 6,894 $563K
VCI Wealth Management LLC 0.20% Add +9.9% 6,831 $558K
Paradigm, Strategies in Wealth Management, LLC 0.36% Add +0.1% 6,826 $557K
V2 Financial group LLC 0.34% Add +3.0% 6,819 $557K
Gateway Wealth Partners, LLC 0.11% New 6,810 $556K
Bailard, Inc. 0.01% New 6,684 $546K
Fort Sheridan Advisors LLC 0.08% Add +0.0% 6,679 $545K
Westover Capital Advisors, LLC 0.11% No change 6,600 $539K
Keebeck Wealth Management 0.07% Add +5.3% 6,575 $537K
Prevail Innovative Wealth Advisors, LLC 0.12% New 6,573 $537K
Colony Family Offices, LLC 0.14% No change 6,550 $535K
Maple Capital Management, Inc. 0.04% Reduce -14.3% 6,500 $531K
GM Advisory Group, LLC 0.03% New 6,437 $526K
Redwood Financial Network Corp 0.35% Add +15.7% 6,390 $522K
Park Square Financial Group, LLC 0.38% Add +4.6% 6,371 $520K
Summit Financial Consulting LLC 0.46% Reduce -18.1% 6,324 $516K
Cutler Investment Counsel LLC 0.06% No change 6,319 $516K
Capital Square, LLC 0.27% Reduce -7.2% 6,250 $515K
RiverFront Investment Group, LLC 0.01% Add +66.5% 6,277 $513K
Cherry Tree Wealth Management, LLC 0.12% Reduce -5.5% 6,271 $512K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +42.9% 6,253 $511K
Family Investment Center, Inc. 0.12% Reduce -10.2% 6,251 $510K
Sageworth Trust Co 0.03% Reduce -0.5% 6,250 $510K
Constitution Capital LLC 0.26% Add +0.2% 6,245 $510K
Thrive Capital Management, LLC 0.16% New 6,245 $510K
Bank of Marin 0.38% New 6,218 $508K
Myecfo, LLC 0.25% Reduce -7.5% 6,140 $501K
Apollon Financial, LLC 0.11% Add +3.4% 6,134 $501K
Clearstead Advisors, LLC 0.01% Add +36.3% 6,061 $495K
Planning Directions Inc. 0.28% Add +0.6% 6,045 $494K
Pinnacle Associates Ltd. 0.01% No change 6,045 $494K
Clare Market Investments LLC 0.11% New 6,026 $492K
Jacobi Capital Management LLC 0.03% Reduce -0.7% 6,008 $491K
HSBC Holdings PLC 0.00% Reduce -96.1% 5,987 $488K
Axis Wealth Partners, LLC 0.32% Add +0.0% 5,968 $487K
Circle Wealth Management, LLC 0.01% Add +123.5% 5,940 $485K
Talisman Wealth Advisors LLC 0.44% Add +1.5% 5,938 $485K
Patten Group, Inc. 0.10% Add +34.9% 5,921 $484K
Barry Investment Advisors, LLC 0.12% Add +1.1% 5,914 $483K
Valeo Financial Advisors, LLC 0.01% Add +0.1% 5,881 $480K
Moneta Group Investment Advisors LLC 0.01% Reduce -11.6% 5,864 $479K
Tranquility Partners, LLC 0.17% Reduce -2.0% 5,818 $475K
White Pine Investment CO 0.12% New 5,800 $474K
FWL Investment Management, LLC 0.14% Add +4.4% 5,794 $473K
Main Street Financial Solutions, LLC 0.03% Add +63.5% 5,754 $470K
Transce3nd, LLC 0.20% Add +333.8% 5,674 $469K
Institute for Wealth Management, LLC. 0.05% Add +77.4% 5,746 $469K
McDaniel Terry & Co. 0.04% No change 5,744 $469K
Retirement Planning Co of New England, Inc. 0.21% Reduce -2.5% 5,735 $468K
KG Capital Management 0.14% Add +0.6% 5,708 $466K
Transcend Capital Advisors, LLC 0.04% Reduce -8.1% 5,688 $465K
CAP Partners, LLC 0.29% New 5,669 $463K
Navis Wealth Advisors, LLC 0.39% No change 5,654 $462K
ARS Investment Partners, LLC 0.03% Add +9.3% 5,647 $461K
E&G Advisors, LLC 0.12% Add +5.5% 5,607 $458K
Thomasville National Bank 0.03% No change 5,592 $457K
Strategic Wealth Investment Group, LLC 0.66% Add +12.5% 5,588 $456K
Okabena Investment Services Inc. 0.10% Add +2.5% 5,582 $456K
James Investment Research, Inc. 0.05% No change 5,566 $455K
Taylor & Morgan Wealth Management, LLC 0.30% Add +0.7% 5,526 $451K
Edgestream Partners, L.P. 0.01% New 5,522 $451K
Solitude Financial Services 0.16% Reduce -19.6% 5,442 $444K
Tandem Wealth Advisors LLC 0.22% Reduce -0.7% 5,420 $443K
American Alpha Advisors, LLC 0.36% Reduce -4.1% 5,419 $443K
RIA Advisory Group LLC 0.13% Add +0.0% 5,394 $440K
LexAurum Advisors, LLC 0.07% Reduce -0.3% 5,368 $438K
Money Concepts Capital Corp. 0.03% Add +94.0% 5,350 $437K
FPC Investment Advisory, Inc. 0.27% Reduce -0.2% 5,152 $436K
Reliant Investment Partners, LLC 0.38% Reduce -2.7% 5,319 $434K
Summit Wealth Partners, LLC 0.08% New 5,303 $433K
4WEALTH Advisors, Inc. 0.45% Add +4.3% 5,300 $433K
Curat Global, LLC 0.41% Add +43.0% 5,297 $433K
Flagship Private Wealth, LLC 0.18% New 5,275 $431K
Dynamic Wealth Strategies, LLC 0.31% Add +14.9% 5,242 $428K
Strategic Advisors LLC 0.08% Reduce -0.3% 5,233 $427K
Federation des caisses Desjardins du Quebec 0.00% Reduce -75.5% 5,207 $425K
First Citizens Bank & Trust Co. 0.01% Reduce -7.1% 5,200 $425K
Hickory Point Bank & Trust 0.34% Reduce -1.9% 5,198 $424K
Spinnaker Trust 0.03% No change 5,155 $421K
Legacy Capital Wealth Partners, LLC 0.10% Add +10.8% 5,125 $419K
Quantum Portfolio Management LLC 0.20% Reduce -29.7% 5,125 $419K
ORG Partners LLC 0.09% Reduce -4.3% 5,089 $417K
Mascagni Wealth Management, Inc. 0.35% New 5,093 $416K
Comprehensive Financial Planning, Inc. 0.33% Add +0.7% 5,083 $415K
ABLE Financial Group, LLC 0.10% Add +12.4% 5,082 $415K
Visionary Horizons, LLC 0.26% New 5,081 $415K
Hennion & Walsh Asset Management, Inc. 0.02% No change 5,062 $413K
Diligent Investors, LLC 0.10% Reduce -32.7% 5,034 $411K
Ashton Thomas Securities, LLC 0.10% Reduce -6.5% 5,000 $408K
Fiduciary Trust Co 0.01% Reduce -6.6% 4,986 $407K
Spirit of America Management Corp. 0.08% Reduce -2.5% 4,820 $405K
Composition Wealth, LLC 0.01% New 4,949 $404K
Hazlett, Burt & Watson, Inc. 0.17% Add +0.0% 4,935 $403K
Clientfirst Wealth Management, LLC 0.41% Reduce -9.2% 4,924 $402K
USA Financial Formulas 0.07% Add +5.5% 4,920 $402K
626 Financial, LLC 0.19% No change 4,902 $400K
Iron Gate Global Advisors LLC 0.04% No change 4,898 $400K
JB Capital LLC 0.02% New 4,874 $398K
Spreng Capital Management, Inc. 0.17% No change 4,872 $398K
Interchange Capital Partners, LLC 0.09% Add +55.7% 4,855 $396K
Teamwork Financial Advisors, LLC 0.05% Reduce -1.1% 4,850 $396K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +62.5% 4,848 $396K
Signet Financial Management, LLC 0.05% New 4,838 $395K
Nicolet Bankshares Inc. 0.07% Add +38.6% 4,826 $394K
LJI Wealth Management, LLC 0.07% Reduce -0.5% 4,825 $394K
UNIVEST FINANCIAL Corp 0.02% Reduce -18.3% 4,799 $392K
Lumbard & Kellner, LLC 0.17% New 4,793 $391K
Sequent Asset Management, LLC 0.31% No change 4,789 $391K
Howard Capital Management Group, LLC 0.03% Reduce -11.8% 4,785 $391K
Grey Ledge Advisors, LLC 0.10% No change 4,760 $389K
SBI Securities Co., Ltd. 0.01% Reduce -4.0% 4,757 $388K
High Falls Advisors, Inc 0.09% Add +2.5% 4,754 $388K
Bryn Mawr Trust Advisors, LLC 0.02% Add +6.1% 4,751 $388K
Mitchell McLeod Pugh & Williams Inc. 0.07% No change 4,747 $388K
Bangor Savings Bank 0.03% Reduce -1.7% 4,647 $379K
Strategic Wealth Partners, Ltd. 0.03% — 4,642 $379K
Crescent Grove Advisors, LLC 0.04% Add +0.2% 4,636 $379K
Sound Income Strategies, LLC 0.02% Reduce -72.7% 4,626 $378K
Hobbs Group Advisors, LLC 0.13% Add +62.0% 4,612 $377K
Consolidated Portfolio Review Corp 0.05% Add +17.8% 4,606 $376K
Pinnacle Family Advisors, LLC 0.18% Reduce -37.3% 4,593 $375K
Mma Asset Management LLC 0.14% Add +0.9% 4,579 $374K
Plimoth Trust Co. LLC 0.09% Reduce -7.9% 4,572 $373K
Brighton Jones LLC 0.01% Add +8.0% 4,571 $373K
Financial Advocates Investment Management 0.03% Reduce -90.5% 4,534 $370K
Wilmington Savings Fund Society, FSB 0.01% Reduce -4.1% 4,525 $370K
Amica Retiree Medical Trust 0.53% No change 4,517 $369K
Clifford Swan Investment Counsel LLC 0.01% Reduce -10.0% 4,516 $369K
Pittenger & Anderson Inc. 0.01% No change 4,500 $367K
Soltis Investment Advisors LLC 0.03% Reduce -11.5% 4,488 $367K
GK Wealth Management LLC 0.36% Add +0.0% 4,474 $365K
Avantax Planning Partners, Inc. 0.01% Add +0.1% 4,474 $365K
Ancora Advisors LLC 0.01% Add +2.4% 4,450 $363K
SVB Wealth LLC 0.02% Reduce -56.5% 4,441 $363K
Ritholtz Wealth Management 0.01% Add +67.0% 4,434 $362K
Fulton Bank, N.A. 0.01% Add +51.0% 4,420 $361K
PMG Wealth Management, Inc. 0.30% Reduce -8.3% 4,400 $359K
United Advisor Group, LLC 0.06% Add +0.5% 4,382 $358K
University of Texas/Texas Am Investment Management Co. 0.06% Add +7.6% 4,378 $358K
Nations Financial Group Inc, /Ia/ 0.02% Add +9.7% 4,366 $357K
Fisher Asset Management 0.00% New 4,353 $355K
BLB&B Advisors, LLC 0.02% Add +13.4% 4,345 $355K
Agate Pass Investment Management, LLC 0.14% Reduce -1.4% 4,324 $353K
Quadrant Private Wealth Management, LLC 0.07% New 4,309 $352K
Birchcreek Wealth Management, LLC 0.20% Add +0.0% 4,290 $350K
Fiduciary Alliance LLC 0.03% Add +6.0% 4,277 $349K
Guardian Asset Advisors, LLC 0.20% New 4,257 $348K
First United Bank & Trust 0.12% Add +12.7% 4,255 $347K
Iyo Bank, Ltd. 0.14% Reduce -66.6% 4,252 $347K
WMG Financial Advisors, LLC 0.13% New 4,251 $347K
Verity Asset Management, Inc. 0.16% New 4,220 $345K
Tolleson Wealth Management, Inc. 0.06% No change 4,213 $344K
Leigh Baldwin & Co., LLC 0.23% Add +11.4% 4,212 $344K
Mathes Company, Inc. 0.13% No change 4,200 $343K
Summit X, LLC 0.06% New 4,186 $342K
Perennial Investment Advisors, LLC 0.03% Add +22.1% 4,184 $342K
All Terrain Financial Advisors, LLC 0.12% Reduce -6.6% 4,163 $340K
Penobscot Investment Management Company, Inc. 0.03% New 4,160 $340K
Successful Portfolios LLC 0.21% No change 4,156 $339K
Whittier Trust Co. of Nevada Inc. 0.01% No change 4,151 $339K
Creative Financial Designs Inc. 0.02% Reduce -2.5% 4,139 $338K
Crestwood Advisors Group, LLC 0.01% Add +2.5% 4,129 $337K
Smith, Moore & Co. 0.03% Add +0.1% 4,098 $335K
Measured Risk Portfolios, Inc. 0.37% Add +0.4% 4,093 $334K
Nicolet Advisory Services, LLC 0.03% New 3,878 $333K
Kanawha Capital Management LLC 0.02% No change 4,044 $330K
Stonebridge Financial Planning Group, LLC 0.14% Add +3.1% 4,041 $330K
Novare Capital Management LLC 0.03% Add +4.3% 4,040 $330K
Simon Quick Advisors, LLC 0.02% Reduce -3.6% 4,037 $330K
Allegheny Financial Group 0.07% New 4,035 $329K
Occidental Asset Management, LLC 0.05% Reduce -5.5% 4,015 $328K
Flputnam Investment Management Co. 0.01% Add +52.2% 4,007 $327K
Discovery Capital Management, LLC / CT 0.03% New 4,007 $327K
III Capital Management 0.07% New 4,000 $327K
Demars Financial Group, LLC 0.13% Reduce -92.5% 3,986 $325K
Discipline Wealth Solutions, LLC 0.12% New 3,970 $324K
First Business Financial Services, Inc. 0.03% Add +7.5% 3,952 $323K
Christensen, King & Associates Investment Services, Inc. 0.15% Add +3.5% 3,951 $323K
Private Wealth Asset Management, LLC 0.04% Add +10.1% 3,940 $322K
Ieq Capital, LLC 0.00% Reduce -4.0% 3,927 $321K
Purkiss Capital Advisors LLC 0.18% New 3,895 $318K
Lakeshore Capital Group, Inc. 0.28% New 3,879 $317K
2UniFi Bank 0.18% Reduce -1.9% 3,869 $316K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -2.1% 3,866 $316K
Romano Brothers and Company 0.04% Add +0.0% 3,863 $315K
Endeavor Private Wealth, Inc. 0.15% New 3,861 $315K
Rockingstone Advisors LLC 0.17% Reduce -7.2% 3,855 $315K
Haverford Trust Co 0.00% No change 3,845 $314K
Lodestone Wealth Management LLC 0.15% Add +12.5% 3,843 $314K
Verity & Verity, LLC 0.03% New 3,840 $314K
Kagan Cocozza Asset Management 0.24% No change 3,809 $311K
Kaizen Financial Strategies 0.16% No change 3,780 $309K
Union Savings Bank 0.14% No change 3,602 $309K
Glen Eagle Advisors, LLC 0.05% No change 3,770 $308K
First Financial Group Corp 0.30% Reduce -1.8% 3,768 $308K
Worth Asset Management, LLC 0.15% New 3,762 $307K
Donaldson Capital Management, LLC 0.01% Reduce -5.2% 3,740 $305K
Magnolia Capital Management Ltd. 0.24% No change 3,720 $304K
First Heartland Consultants, Inc. 0.03% New 3,719 $304K
Fortem Financial Group, LLC 0.10% Reduce -76.1% 3,705 $303K
Beacon Financial Group 0.03% New 3,664 $299K
Westside Investment Management, Inc. 0.06% Add +186.8% 3,643 $298K
Northstar Financial Companies, Inc. 0.31% Reduce -36.4% 3,634 $297K
Financial Engines Advisors L.L.C. 0.00% Add +7.5% 3,624 $296K
Northeast Planning Associates, Inc. / NH / 0.27% Reduce -16.9% 3,625 $296K
Broadleaf Partners, LLC 0.07% No change 3,619 $296K
Resurgent Financial Advisors LLC 0.16% Add +0.4% 3,611 $295K
Advance Capital Management, Inc. 0.01% Add +3.4% 3,608 $295K
Heritage Oak Wealth Advisors LLC 0.12% New 3,607 $295K
American Financial Advisors, LLC 0.04% Reduce -4.0% 3,585 $293K
Kentucky Trust Co 0.17% Reduce -2.0% 3,580 $292K
Greenleaf Trust 0.00% No change 3,568 $291K
YHB Investment Advisors, Inc. 0.02% Add +0.3% 3,567 $291K
Acorns Advisers, LLC 0.00% Add +27.8% 3,558 $291K
HUB Investment Partners, LLC 0.01% Add +0.0% 3,560 $291K
Godsey & Gibb, Inc. 0.03% No change 3,559 $291K
Sightline Wealth Advisors, LLC 0.14% Reduce -6.2% 3,555 $290K
Blue Trust, Inc. 0.00% Add +84.1% 3,545 $290K
Iams Wealth Management, LLC 0.13% Reduce -3.0% 3,525 $288K
Watts Gwilliam & Co., LLC 0.05% Reduce -10.4% 3,407 $288K
Beaumont Financial Advisors, LLC 0.02% Reduce -18.8% 3,518 $287K
Invst, LLC 0.04% New 3,510 $287K
International Private Wealth Advisors LLC 0.24% New 3,495 $285K
One Charles Private Wealth Services, LLC 0.08% Add +0.0% 3,494 $285K
Nabity-Jensen Investment Management Inc 0.21% No change 3,493 $285K
L & S Advisors Inc 0.03% Reduce -0.6% 3,489 $285K
Arthur M. Cohen & Associates, LLC 0.05% Add +13.3% 3,488 $285K
RiverGlades Family Offices LLC 0.19% Add +4.2% 3,460 $283K
Maripau Wealth Management LLC 0.14% Add +15.1% 3,506 $281K
Acorn Financial Advisory Services Inc. 0.05% Add +0.1% 3,441 $281K
Petra Financial Advisors Inc. 0.18% New 3,430 $280K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -97.5% 3,430 $280K
Aries Wealth Management 0.07% Reduce -12.1% 3,424 $280K
Syon Capital LLC 0.02% Reduce -35.0% 3,423 $280K
Vantage Financial Partners, LLC 0.06% Reduce -10.8% 3,418 $279K
Walleye Capital LLC 0.00% Reduce -39.4% 3,417 $279K
Concentrum Wealth Management 0.09% Add +0.6% 3,410 $278K
FLC Capital Advisors 0.06% New 3,401 $278K
NTV Asset Management LLC 0.03% No change 3,372 $275K
Safeguard Investment Advisory Group, LLC 0.07% New 3,367 $275K
MBA Advisors LLC 0.13% Add +3.3% 3,364 $275K
KKM Financial LLC 0.10% New 3,364 $275K
MKT Advisors LLC 0.11% No change 3,343 $274K
Transatlantique Private Wealth LLC 0.10% No change 3,348 $273K
Quadcap Wealth Management, LLC 0.03% No change 3,347 $273K
Joel Isaacson & Co., LLC 0.01% Add +0.5% 3,306 $270K
Capital Management Associates, Inc 0.09% Reduce -49.0% 3,285 $268K
Per Stirling Capital Management, LLC. 0.04% Reduce -84.0% 3,281 $268K
Obsidian Personal Planning Solutions LLC 0.11% No change 3,275 $267K
Elm Partners Management LLC 0.02% New 3,273 $267K
GPS Wealth Strategies Group, LLC 0.03% Add +4.2% 3,271 $267K
Ifrah Financial Services, Inc. 0.07% Reduce -0.9% 3,270 $267K
Empower Advisory Group, LLC 0.00% Reduce -33.5% 3,263 $266K
Goldstein Advisors, LLC 0.04% No change 3,261 $266K
Caldwell Trust Co 0.03% Reduce -5.5% 3,250 $265K
Carson Advisory Inc. 0.17% No change 3,239 $264K
Palumbo Wealth Management LLC 0.08% Reduce -1.9% 3,237 $264K
Schneider Downs Wealth Management Advisors, LP 0.04% No change 3,235 $264K
Schmidt P J Investment Management Inc. 0.05% Add +16.5% 3,224 $263K
Griffin Asset Management, Inc. 0.03% New 3,219 $263K
Argent Trust Co 0.01% Add +10.6% 3,215 $263K
Ally Invest Advisors Inc. 0.02% Add +2.8% 3,213 $262K
Rathbones Group PLC 0.00% New 3,213 $262K
PUREfi Wealth, LLC 0.21% Reduce -20.0% 3,200 $261K
Cascades Capital Asset Management, LLC 0.14% New 3,200 $261K
Raine Capital LLC 0.08% New 3,200 $261K
North Star Investment Management Corp. 0.02% Add +0.7% 3,193 $261K
WFA of San Diego, LLC 0.19% — 3,183 $260K
Nilsine Partners, LLC 0.03% Reduce -1.8% 3,180 $260K
Graybill Wealth Management, LTD. 0.08% Add +32.4% 3,178 $260K
Cornerstone Advisory, LLC 0.03% Add +13.0% 3,175 $259K
Aspiriant, LLC 0.01% Reduce -0.2% 3,175 $259K
Fortitude Family Office, LLC 0.09% Reduce -1.2% 3,167 $259K
Beese Fulmer Investment Management, Inc. 0.02% Add +2.9% 3,165 $258K
KWB Wealth 0.03% Reduce -35.2% 3,276 $258K
Highline Wealth Partners LLC 0.08% No change 3,162 $258K
NWF Advisory Services Inc. 0.03% Add +7.0% 3,153 $257K
LGL Partners, LLC 0.11% Add +0.7% 2,964 $257K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -5.4% 3,139 $256K
Strategic Advocates LLC 0.08% New 3,129 $256K
Obsidian Cio, LLC 0.04% Reduce -0.9% 3,127 $255K
Braun Stacey Associates Inc. 0.01% Reduce -1.9% 3,126 $255K
Castleview Partners, LLC 0.16% New 3,122 $255K
Benchmark Financial Wealth Advisors, LLC 0.08% No change 3,115 $254K
GAMMA Investing LLC 0.02% Add +127.7% 3,094 $253K
Smith Anglin Financial, LLC 0.02% Reduce -18.1% 3,091 $252K
Ferguson Wellman Capital Management, Inc. 0.00% New 3,090 $252K
Helium Advisors LLC 0.16% Add +0.8% 3,085 $252K
Steigerwald, Gordon & Koch Inc. 0.03% No change 3,062 $250K
Blue Chip Partners, LLC 0.02% Reduce -14.9% 3,062 $250K
Cardiff Park Advisors, LLC 0.02% No change 3,060 $250K
Dana Investment Advisors, Inc. 0.01% Add +4.7% 3,058 $250K
Kraft, Davis & Associates, LLC 0.07% Reduce -29.9% 2,984 $250K
Sollinda Capital Management LLC 0.07% New 3,055 $249K
Gradient Capital Advisors, LLC 0.07% No change 3,048 $249K
Diversify Wealth Management, LLC 0.02% New 2,870 $248K
SkyOak Wealth, LLC 0.05% No change 3,022 $247K
Grantvest Financial Group LLC 0.18% Reduce -2.6% 3,007 $246K
Glaxis Capital Management, LLC 0.33% New 3,000 $245K
QVR LLC 0.25% — 3,000 $245K
Intelligence Driven Advisers, LLC 0.04% New 3,000 $245K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% No change 3,000 $245K
Boothbay Fund Management, LLC 0.01% New 3,000 $245K
Founders Financial Alliance, LLC 0.06% Reduce -32.7% 2,979 $243K
Midland Wealth Advisors, LLC 0.01% Reduce -36.0% 2,964 $242K
Buska Wealth Management, LLC 0.07% Reduce -15.5% 2,959 $242K
Colonial River Investments, LLC 0.10% Reduce -21.4% 2,925 $241K
Perissos Private Wealth Management, LLC 0.19% No change 2,955 $241K
Power Wealth Management LLC 0.09% Reduce -4.0% 2,954 $241K
Garde Capital, Inc. 0.01% No change 2,950 $241K
Pacifica Partners Inc. 0.10% Reduce -0.8% 2,960 $241K
Triad Wealth Partners, LLC 0.05% New 2,934 $240K
Redhawk Wealth Advisors, Inc. 0.03% New 2,915 $238K
F/m Investments LLC 0.01% Reduce -6.6% 2,900 $237K
Second Line Capital, LLC 0.05% Reduce -0.3% 2,891 $236K
Hopwood Financial Services, Inc. 0.18% Add +0.0% 2,863 $234K
1834 Investment Advisors Co. 0.03% Reduce -2.5% 2,852 $233K
St. Johns Investment Management Company, LLC 0.11% Add +6.5% 2,850 $233K
Evanson Asset Management, LLC 0.01% Reduce -56.6% 2,844 $232K
Advanced Asset Management Advisors Inc 0.06% Reduce -9.8% 2,829 $231K
SeaBridge Investment Advisors LLC 0.04% Reduce -57.4% 2,827 $231K
Lifeworks Advisors, LLC 0.03% Add +5.8% 2,789 $228K
Coordinated Financial Services, Inc. 0.16% — 2,775 $227K
Wedmont Private Capital 0.01% Add +0.2% 2,765 $226K
Bartlett & Co. Wealth Management LLC 0.00% Add +6.8% 2,765 $226K
Klingenstein Fields & Co. LP 0.01% No change 2,751 $225K
Pictet North America Advisors SA 0.02% No change 2,746 $224K
Cypress Wealth Services, LLC 0.04% Add +0.1% 2,732 $223K
Insight Advisors, LLC/ PA 0.04% Reduce -0.1% 2,730 $223K
Vontobel Holding Ltd. 0.00% Reduce -80.5% 2,717 $222K
Chesapeake Asset Management LLC 0.20% Reduce -36.1% 2,710 $221K
Black Diamond Financial, LLC 0.03% Reduce -6.1% 2,687 $219K
Atticus Wealth Management, LLC 0.06% Add +1.5% 2,681 $219K
Copia Wealth Management 0.18% Add +45.4% 2,670 $218K
Whalerock Point Partners, LLC 0.05% No change 2,650 $216K
Argyle Capital Partners, LLC 0.18% Reduce -26.3% 2,649 $216K
CVFG LLC 0.17% Add +2.0% 2,634 $215K
Verdence Capital Advisors LLC 0.01% New 2,620 $214K
Cornerstone Wealth Management, LLC 0.01% New 2,620 $214K
DT Investment Partners, LLC 0.02% Reduce -50.4% 2,620 $214K
Ridgecrest Wealth Partners, LLC 0.11% No change 2,619 $214K
Channel Wealth LLC 0.06% Reduce -84.6% 2,594 $212K
CPR Investments Inc. 0.16% New 2,587 $211K
Rialto Wealth Management, LLC 0.06% Reduce -23.2% 2,585 $211K
Prairie Wealth Advisors, Inc. 0.09% No change 2,572 $210K
Flagship Wealth Advisors, LLC 0.08% Add +4.1% 2,535 $207K
American Trust 0.02% New 2,532 $207K
Financial Partners Group, Inc 0.03% New 2,530 $207K
Pacific Sun Financial Corp 0.11% Reduce -5.6% 2,521 $206K
Sunbelt Securities, Inc. 0.02% Add +23.1% 2,719 $206K
Independence Bank of Kentucky 0.03% Add +4.8% 2,513 $205K
Operose Advisors LLC 0.06% No change 2,500 $204K
Stockman Wealth Management, Inc. 0.03% Reduce -38.0% 2,489 $203K
Mission Wealth Management, LP 0.00% New 2,472 $202K
FLP Wealth Management, LLC 0.56% Reduce -3.2% 2,457 $201K
Ehrlich Financial Group 0.13% New 2,453 $200K
Salomon & Ludwin, LLC 0.02% No change 2,439 $198K
LRI Investments, LLC 0.02% No change 2,424 $198K
LGT Financial Advisors LLC 0.49% Add +12.6% 2,365 $193K
Murphy & Mullick Capital Management Corp 0.15% Add +0.3% 2,284 $190K
Key Financial Inc 0.04% Reduce -11.9% 2,237 $183K
EverSource Wealth Advisors, LLC 0.01% Reduce -14.7% 2,228 $182K
South Plains Financial, Inc. 0.13% Reduce -6.3% 2,196 $179K
Chilton Capital Management LLC 0.01% Add +58.6% 2,165 $177K
UMB Bank, n.a. 0.00% Add +3.0% 2,140 $175K
Citizens National Bank Trust Department 0.03% Reduce -3.0% 2,100 $171K
Register Financial Advisors LLC 0.07% Add +0.5% 2,063 $169K
MCF Advisors LLC 0.01% No change 2,040 $167K
TD Capital Management LLC 0.02% Add +0.1% 2,021 $165K
Macquarie Group Ltd. 0.00% New 1,997 $163K
Ascentis Wealth Management, LLC 0.04% Add +488.8% 1,943 $159K
Pin Oak Investment Advisors Inc. 0.13% No change 1,939 $152K
Bollard Group LLC 0.00% Add +8.0% 1,861 $152K
Blue Bell Private Wealth Management, LLC 0.03% New 1,844 $151K
Russell Investments Group, Ltd. 0.00% Add +36.2% 1,807 $148K
Horizon Bancorp Inc. 0.07% No change 1,805 $147K
High Note Wealth, LLC 0.03% No change 1,774 $145K
Medallion Wealth Advisors, LLC 0.06% Reduce -0.2% 1,766 $145K
Bokf, NA 0.00% Reduce -7.4% 1,686 $138K
Optimum Investment Advisors 0.06% No change 1,637 $134K
IMA Advisory Services, Inc. 0.01% No change 1,627 $133K
Sterling Capital Management LLC 0.00% Add +0.2% 1,611 $132K
Townsend Asset Management Corp. /NC/ 0.05% Add +0.3% 1,605 $131K
Cypress Capital Management LLC (WY) 0.14% Reduce -12.3% 1,599 $131K
Whittier Trust Co. 0.00% No change 1,562 $128K
Pacific Center for Financial Services 0.03% No change 1,552 $127K
Old Second National Bank of Aurora 0.03% Reduce -45.0% 1,504 $123K
Avalon Trust Co 0.01% Add +200.0% 1,500 $122K
Howe & Rusling Inc. 0.01% Reduce -47.1% 1,481 $121K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 1,458 $119K
Allspring Global Investments Holdings, LLC 0.00% No change 1,423 $117K
Golden State Wealth Management, LLC 0.01% Add +0.1% 1,366 $112K
Activest Wealth Management 0.03% Add +0.3% 1,362 $111K
American National Bank & Trust 0.01% Reduce -38.6% 1,341 $110K
Signature Resources Capital Management, LLC 0.07% New 1,321 $108K
Y.D. More Investments Ltd 0.01% Add +176.9% 1,318 $107K
Dunhill Financial, LLC 0.03% Add +227.3% 1,309 $107K
Abound Wealth Management 0.03% Reduce -0.8% 1,297 $106K
HM Payson & Co. 0.00% Reduce -3.9% 1,296 $106K
WestEnd Advisors, LLC 0.00% Reduce -45.1% 1,296 $106K
Keystone Financial Group, Inc. 0.06% Add +0.7% 1,204 $101K
Riverview Trust Co 0.12% New 1,200 $98K
Clean Yield Group 0.03% No change 1,200 $98K
Anchor Investment Management, LLC 0.01% No change 1,192 $97K
Estabrook Capital Management 0.01% Add +19.7% 1,191 $97K
Evermay Wealth Management LLC 0.01% Reduce -2.1% 1,170 $96K
Colonial Trust Advisors 0.01% Add +12.3% 1,150 $94K
JFS Wealth Advisors, LLC 0.01% Add +0.1% 1,122 $92K
Headlands Technologies LLC 0.01% New 1,097 $90K
Country Trust Bank 0.00% No change 1,081 $88K
West Financial Advisors, LLC 0.01% Reduce -97.7% 1,004 $82K
Brentview Investment Management LLC 0.04% No change 1,000 $82K
MGB Wealth Management, LLC 0.03% No change 1,000 $82K
SouthState Bank Corp 0.00% Reduce -27.8% 1,000 $82K
Tortoise Investment Management, LLC 0.01% Add +10.2% 974 $80K
Physician Wealth Advisors, Inc. 0.01% No change 965 $79K
Stone House Investment Management, LLC 0.01% Reduce -66.0% 963 $79K
Security National Bank 0.01% No change 944 $77K
Armor Investment Advisors, LLC 0.03% No change 935 $76K
City State Bank 0.02% Reduce -9.3% 930 $76K
Lowe Wealth Advisors, LLC 0.03% No change 915 $75K
Holos Integrated Wealth LLC 0.04% No change 862 $74K
Grove Bank & Trust 0.01% Add +28.6% 900 $73K
Arax Advisory Partners 0.00% No change 891 $73K
Global Trust Asset Management, LLC 0.04% New 850 $69K
Carderock Capital Management Inc. 0.02% New 850 $69K
Harbor Asset Planning, Inc. 0.07% — 841 $69K
Simplex Trading, LLC 0.00% Reduce -97.9% 831 $67K
Basso Capital Management, L.P. 0.05% No change 799 $65K
Adirondack Trust Co. 0.02% Reduce -1.6% 797 $65K
Founders Capital Management 0.04% No change 785 $64K
Coastline Trust Co 0.01% Add +26.5% 759 $62K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +6208.3% 757 $62K
Covestor Ltd 0.04% Add +583.3% 738 $61K
Biltmore Family Office, LLC 0.01% No change 730 $60K
Rossby Financial, LCC 0.02% Reduce -24.5% 722 $59K
Integrity Financial Corp 0.03% No change 709 $58K
Crewe Advisors LLC 0.01% Add +16.6% 708 $58K
Smartleaf Asset Management LLC 0.01% Add +137.2% 695 $57K
Deutsche Bank AG 0.00% Reduce -48.1% 675 $55K
Eastern Bank 0.00% Reduce -59.5% 636 $52K
Colonial Trust Co / SC 0.01% Add +404.0% 630 $51K
Trust Co. of Vermont 0.00% No change 630 $51K
Delos Wealth Advisors, LLC 0.04% New 628 $51K
Quest 10 Wealth Builders, Inc. 0.05% No change 625 $51K
Front Row Advisors LLC 0.02% No change 624 $51K
Painted Porch Advisors LLC 0.02% No change 623 $51K
Briaud Financial Planning Inc 0.02% No change 623 $50K
Game Plan Financial Advisors, LLC 0.02% Reduce -17.1% 607 $50K
Addison Advisors LLC 0.01% No change 603 $49K
Summit Securities Group LLC 0.02% New 600 $49K
Brown, Lisle/Cummings, Inc. 0.01% No change 600 $49K
Angeles Wealth Management, LLC 0.00% No change 600 $49K
Lowe Brockenbrough & Co. Inc. 0.00% New 600 $49K
Signaturefd, LLC 0.00% Add +23.6% 592 $48K
Ballast Advisors LLC 0.01% Reduce -46.4% 590 $48K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -47.4% 583 $48K
Hurley Capital, LLC 0.03% Add +0.2% 575 $47K
Byrne Asset Management LLC 0.04% Add +15.6% 571 $47K
Hoese & Co LLP 0.04% Reduce -30.0% 560 $46K
Winch Advisory Services, LLC 0.01% Add +0.7% 551 $45K
Iron Horse Wealth Management, LLC 0.01% Reduce -5.7% 545 $45K
Nova Wealth Management, Inc. 0.03% Add +7.0% 537 $44K
EPG Wealth Management LLC 0.01% Reduce -49.8% 536 $44K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -3.3% 528 $43K
Zions Bancorporation, National Association 0.00% No change 520 $42K
Tsfg, LLC 0.01% No change 520 $42K
Truvestments Capital LLC 0.01% No change 500 $41K
CVA Family Office, LLC 0.01% No change 496 $41K
Friedenthal Financial 0.02% No change 479 $39K
Millstone Evans Group, LLC 0.03% No change 479 $39K
HHM Wealth Advisors, LLC 0.00% Add +8.1% 470 $38K
Wood Tarver Financial Group, LLC 0.01% Reduce -0.2% 470 $38K
Reyes Financial Architecture, Inc. 0.03% Add +131.9% 436 $36K
Evolution Wealth Management Inc. 0.04% — 409 $33K
Kiker Wealth Management, LLC 0.02% No change 406 $33K
Riggs Asset Managment Co. Inc. 0.01% Add +10.3% 406 $33K
Pinnacle Bancorp, Inc. 0.01% No change 400 $33K
TruNorth Capital Management, LLC 0.01% Reduce -38.2% 400 $33K
Nemes Rush Group LLC 0.00% Add +0.5% 380 $31K
Missouri Trust & Investment Co 0.01% Add +148.0% 372 $30K
Bell Investment Advisors, Inc 0.01% New 366 $30K
Acima Private Wealth, LLC 0.01% No change 364 $30K
Aventura Private Wealth, LLC 0.01% Add +747.6% 356 $29K
Sherman Asset Management, Inc. 0.03% No change 352 $29K
Main Street Group, LTD 0.01% No change 349 $28K
Brooklyn Investment Group 0.00% Add +38.4% 346 $28K
Banque Cantonale Vaudoise 0.00% No change 341 $28K
Belmont Capital, LLC 0.00% No change 339 $28K
Albion Financial Group 0.00% No change 338 $28K
Cornerstone Planning Group LLC 0.01% New 318 $27K
Johnson Financial Group, Inc. 0.00% Reduce -86.0% 330 $27K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 320 $26K
Cordgrass Capital Advisors, LLC 0.01% No change 320 $26K
Plante Moran Financial Advisors, LLC 0.00% No change 310 $25K
Paladin Advisory Group, LLC 0.02% Reduce -14.9% 308 $25K
Investors Research Corp 0.00% No change 305 $25K
Bristlecone Advisors, LLC 0.00% No change 300 $24K
Piscataqua Savings Bank 0.02% No change 300 $24K
Compass Financial Services Inc 0.01% No change 296 $24K
Barnes Dennig Private Wealth Management LLC 0.03% Add +121.8% 295 $24K
Smithfield Trust Co 0.00% No change 300 $24K
Capitol Family Office, Inc. 0.03% No change 289 $24K
Bellevue Asset Management, LLC 0.01% No change 280 $23K
Brown Brothers Harriman & Co. 0.00% Add +520.0% 279 $23K
Capital Investment Counsel, Inc 0.00% No change 276 $23K
American Capital Advisory, LLC 0.01% No change 270 $22K
Maseco LLP 0.00% — 264 $22K
Oliver Lagore Vanvalin Investment Group 0.01% — 266 $21K
Twin Peaks Wealth Advisors, LLC 0.01% New 243 $21K
Bellwether Advisors, LLC 0.00% Add +102.4% 253 $21K
JNBA Financial Advisors 0.00% No change 245 $20K
North Capital, Inc. 0.02% Reduce -6.8% 233 $19K
Ameriflex Group, Inc. 0.01% Reduce -87.0% 231 $19K
Valley Wealth Managers, Inc. 0.00% No change 226 $18K
Stephens Consulting, LLC 0.00% No change 225 $18K
Provenance Wealth Advisors, LLC 0.00% No change 222 $18K
Financial Gravity Companies, Inc. 0.00% — 216 $18K
Scarborough Advisors, LLC 0.00% New 211 $17K
Strategic Investment Solutions, Inc. 0.01% No change 205 $17K
Sittner & Nelson, LLC 0.01% No change 200 $16K
United Community Bank 0.01% No change 200 $16K
MTM Investment Management, LLC 0.01% No change 200 $16K
Bank of New Hampshire 0.00% No change 200 $16K
Topsail Wealth Management, LLC 0.00% No change 200 $16K
Resources Management Corp. /CT/ 0.00% No change 190 $16K
Cape Investment Advisory, Inc. 0.01% Add +0.5% 185 $15K
Parkside Financial Bank & Trust 0.00% No change 185 $15K
Mark Sheptoff Financial Planning, LLC 0.01% No change 180 $15K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 180 $15K
Costello Asset Management, INC 0.01% Reduce -4.8% 178 $15K
Strengthening Families & Communities, LLC 0.01% Reduce -49.6% 175 $14K
Farmers & Merchants Investments Inc. 0.00% No change 173 $14K
Ameritas Investment Partners, Inc. 0.00% Add +0.6% 173 $14K
Atwood & Palmer Inc. 0.00% New 172 $14K
Hantz Financial Services, Inc. 0.00% New 170 $14K
Barrett & Company, Inc. 0.01% No change 169 $14K
Glass Jacobson Investment Advisors llc 0.01% Reduce -99.0% 169 $14K
Washington Trust Advisors, Inc. 0.00% No change 168 $14K
Rosenberg Matthew Hamilton 0.00% No change 163 $13K
Archer Investment Corp 0.00% No change 158 $13K
Chapman Financial Group, LLC 0.01% — 150 $12K
Wolff Wiese Magana LLC 0.01% No change 150 $12K
Hanson & Doremus Investment Management 0.00% No change 150 $12K
Mid-American Wealth Advisory Group, Inc. 0.01% New 142 $12K
1620 Investment Advisors, Inc. 0.01% No change 140 $11K
SYM FINANCIAL Corp 0.00% No change 138 $11K
Phillips Financial Management, LLC 0.00% New 137 $11K
Chung Wu Investment Group, LLC 0.01% New 130 $11K
Hoey Investments, Inc. 0.00% No change 125 $10K
SOA Wealth Advisors, LLC. 0.00% Add +0.8% 124 $10K
Avion Wealth 0.00% No change 126 $10K
Pineridge Advisors LLC 0.00% Reduce -62.1% 121 $10K
SJS Investment Consulting Inc. 0.00% No change 115 $9K
Versant Capital Management, Inc 0.00% No change 111 $9K
Roxbury Financial LLC 0.01% New 110 $9K
Motco 0.00% New 100 $9K
Delta Asset Management LLC 0.00% No change 104 $8K
C M Bidwell & Associates Ltd. 0.00% No change 101 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 100 $8K
Duncker Streett & Co. Inc. 0.00% No change 92 $8K
Anfield Capital Management, LLC 0.00% No change 89 $7K
Eukles Asset Management 0.00% No change 78 $6K
Financial Perspectives, Inc 0.00% No change 71 $6K
Koesten, Hirschmann & Crabtree, INC. 0.00% New 70 $6K
Cedar Mountain Advisors, LLC 0.00% No change 69 $6K
Union Bancaire Privee, UBP SA 0.00% No change 85 $6K
PFS Partners, LLC 0.00% No change 65 $5K
Orion Capital Management LLC 0.00% No change 63 $5K
Vision Financial Markets LLC 0.00% No change 62 $5K
Weaver Capital Management LLC 0.00% New 60 $5K
McIlrath & Eck, LLC 0.00% No change 54 $4K
Rakuten Securities, Inc. 0.00% Reduce -77.0% 50 $4K
IMG Wealth Management, Inc. 0.00% Add +2.0% 50 $4K
DHJJ Financial Advisors, Ltd. 0.00% No change 49 $4K
Coston, McIsaac & Partners 0.00% Reduce -15.7% 59 $4K
TCTC Holdings, LLC 0.00% No change 46 $4K
Kessler Investment Group, LLC 0.00% Add +100.0% 42 $3K
CNB Bank 0.00% No change 38 $3K
N.E.W. Advisory Services LLC 0.00% Reduce -92.1% 35 $3K
Future Financial Wealth Managment LLC 0.00% No change 34 $3K
JDM Financial Group LLC 0.00% No change 33 $3K
Graney & King, LLC 0.00% Add +26.9% 33 $3K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -51.7% 28 $2K
Mechanics Financial Corp 0.00% No change 27 $2K
Daiwa Securities Group Inc. 0.00% New 20 $2K
Legacy Investment Solutions, LLC 0.00% — 21 $2K
Legacy Wealth Managment, LLC 0.00% No change 21 $2K
Arlington Trust Co LLC 0.00% No change 20 $2K
Bogart Wealth, LLC 0.00% No change 20 $2K
Family Manage LLC 0.00% No change 16 $1K
Roble, Belko & Company, Inc 0.00% No change 12 $1K
Vermillion & White Wealth Management Group, LLC 0.00% No change 10 $834
Global Wealth Strategies & Associates 0.00% No change 10 $817
Breakwater Investment Management 0.00% No change 8 $654
Principia Wealth Advisory, LLC 0.00% Add +200.0% 6 $490
Westend Capital Management, LLC 0.00% No change 5 $408
MPWM Advisory Solutions, LLC 0.00% Reduce -90.7% 4 $327
Rise Advisors, LLC 0.00% Add +200.0% 3 $248
Raleigh Capital Management Inc. 0.00% No change 1 $109
Total Investment Management Inc. 0.00% New 1 $99
NewSquare Capital LLC 0.00% No change 1 $55
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.