St Sr Utl SL SE SPDR ETF-UsdXLUETF
13F holders, Q3 2025 (September 30)1,429holders +34
128new positions
92sold out
9famous investors
$87.21avg. 13F price*
At the end of Q3 2025, 1,429 institutions reported holding St Sr Utl SL SE SPDR ETF-Usd (XLU) in their 13F filings, up 34 from Q2 2025. 128 opened new positions and 92 sold out. The largest holders were Bank of America Corp. ($1.2B), Morgan Stanley ($982.4M) and JPMorgan Chase & Co. ($738.6M). 9 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- St Sr Utl SL SE SPDR ETF-Usd
- Filed as
- SELECT SECTOR SPDR TR (Q3 2025)
- CUSIP
- 81369Y886
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 128 | $334.2M |
| Exits | 92 | $287.6M |
All 13F filers, Q2 2025 → Q3 2025: 26,107,375 shares bought and 24,368,342 shares sold, net +1,739,033 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,429 holders
| Bank of America Corp. | 0.09% | Add +14.1% | 13,569,397 | $1.2B |
| Morgan Stanley | 0.06% | Reduce -12.7% | 11,265,082 | $982.4M |
| JPMorgan Chase & Co. | 0.05% | Reduce -6.8% | 8,469,767 | $738.6M |
| LPL Financial LLC | 0.19% | Add +2.1% | 7,360,844 | $641.9M |
| Wells Fargo & Company | 0.10% | Reduce -9.9% | 5,625,057 | $490.6M |
| UBS Group AG | 0.08% | Add +27.5% | 4,491,719 | $391.7M |
| Royal Bank of Canada | 0.06% | Add +49.2% | 4,001,297 | $349.0M |
| Envestnet Asset Management Inc. | 0.09% | Add +157.6% | 3,511,968 | $306.3M |
| Menora Mivtachim Holdings LTD. | 1.42% | Add +0.4% | 3,202,194 | $279.3M |
| BNP Paribas Financial Markets | 0.22% | Add +9.8% | 3,199,315 | $279.0M |
| Raymond James Financial Inc. | 0.09% | Add +82.0% | 3,176,383 | $277.0M |
| Ameriprise Financial Inc. | 0.06% | Add +4.3% | 2,834,692 | $247.3M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -22.0% | 2,221,130 | $193.7M |
| Factory Mutual Insurance Co. | 1.75% | Reduce -8.6% | 2,062,250 | $179.8M |
| Cibc World Market Inc. | 0.35% | Add +136.2% | 1,949,741 | $170.0M |
| Truist Financial Corp. | 0.22% | Add +246.0% | 1,888,465 | $164.7M |
| Migdal Insurance & Financial Holdings Ltd. | 1.67% | Reduce -29.0% | 1,774,700 | $154.8M |
| Harel Insurance Investments & Financial Services Ltd. | 1.36% | Reduce -25.2% | 1,741,112 | $151.8M |
| Osaic Holdings, Inc. | 0.20% | Add +53.7% | 1,644,771 | $141.4M |
| Saudi Central Bank | 5.14% | No change | 1,549,733 | $135.2M |
| Janney Montgomery Scott LLC | 0.32% | Add +615.3% | 1,530,438 | $133.5M |
| Cetera Investment Advisers | 0.13% | Add +33.0% | 1,299,024 | $113.3M |
| Focus Partners Wealth | 0.18% | Add +517.6% | 1,253,772 | $109.3M |
| Meitav Investment House Ltd. | 1.43% | Reduce -5.8% | 1,242,609 | $108.2M |
| WestEnd Advisors, LLC | 2.53% | Add +95595.7% | 1,240,216 | $108.2M |
| Bessemer Group Inc. | 0.14% | Reduce -66.5% | 1,032,658 | $90.1M |
| Main Management Fund Advisors LLC | 8.69% | Add +11.0% | 1,028,300 | $89.7M |
| Citigroup Inc. | 0.06% | Add +36.4% | 994,566 | $86.7M |
| Commonwealth Equity Services, LLC | 0.11% | Add +19.4% | 982,892 | $85.7M |
| Stifel Financial Corp. | 0.07% | Add +25.4% | 929,145 | $81.0M |
| Moss Adams Wealth Advisors LLC | 5.38% | Add +8.6% | 790,510 | $68.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.12% | Reduce -33.5% | 713,001 | $62.2M |
| Bank of Montreal | 0.03% | Add +316.9% | 704,689 | $61.5M |
| Graham Capital Management, L.P. | 3.04% | Add +25.3% | 635,206 | $55.4M |
| PGIM Custom Harvest LLC | 0.81% | New | 618,903 | $54.0M |
| Wolverine Trading, LLC | 1.08% | Add +20.3% | 615,640 | $53.6M |
| Qube Research & Technologies Ltd | 0.07% | Add +14.4% | 602,715 | $52.6M |
| Barclays PLC | 0.02% | Add +124.4% | 596,799 | $52.0M |
| Kingsview Wealth Management, LLC | 0.76% | Add +1892.6% | 568,102 | $49.5M |
| Alps Advisors Inc. | 0.27% | Reduce -4.3% | 558,551 | $48.7M |
| Richard Bernstein Advisors LLC | 1.36% | Reduce -2.8% | 541,973 | $47.7M |
| Millennium Management | 0.04% | Add +211.9% | 544,121 | $47.5M |
| Rational Advisors, Inc. | 4.92% | Add +5.9% | 540,865 | $47.2M |
| HighTower Advisors, LLC | 0.05% | Add +3.5% | 507,976 | $44.3M |
| Tiaa Trust, National Association | 0.10% | Reduce -0.9% | 490,283 | $42.8M |
| Private Advisor Group, LLC | 0.21% | Add +29.0% | 487,513 | $42.5M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -6.8% | 482,184 | $42.1M |
| US Bancorp \de | 0.05% | Add +1.9% | 479,643 | $41.8M |
| Georgetown University | 13.86% | New | 475,590 | $41.5M |
| First Financial Bankshares Inc | 0.82% | Add +2.3% | 459,664 | $40.1M |
| Victory Capital Management Inc. | 0.02% | New | 431,350 | $37.6M |
| Signature Estate & Investment Advisors LLC | 0.80% | Add +1.1% | 427,835 | $37.3M |
| GLOBALT Investments LLC / GA | 1.34% | Reduce -1.1% | 421,756 | $36.8M |
| Natixis | 0.19% | Reduce -54.9% | 406,161 | $35.4M |
| Summit Financial, LLC | 0.51% | Add +6.7% | 382,861 | $33.4M |
| PNC Financial Services Group, Inc. | 0.02% | Add +12.2% | 381,524 | $33.3M |
| Mariner, LLC | 0.04% | Reduce -5.1% | 375,852 | $32.8M |
| Phoenix Financial Ltd. | 0.36% | Reduce -38.4% | 342,383 | $29.9M |
| Baird Financial Group, Inc. | 0.05% | Add +0.8% | 331,177 | $28.9M |
| BlackRock, Inc. | 0.00% | Add +6.6% | 323,836 | $28.2M |
| Balyasny Asset Management L.P. | 0.06% | Add +23.1% | 318,800 | $27.8M |
| Community Trust & Investment Co. | 1.46% | Add +1.6% | 311,796 | $27.2M |
| Northern Trust Corp. | 0.00% | Add +13.3% | 310,370 | $27.1M |
| Hilton Capital Management, LLC | 2.02% | Reduce -6.8% | 285,827 | $24.9M |
| FMR LLC | 0.00% | Add +2.1% | 284,519 | $24.8M |
| Berkshire Money Management, Inc. | 2.53% | Add +2.3% | 282,184 | $24.6M |
| Lido Advisors, LLC | 0.10% | Reduce -23.6% | 278,510 | $24.3M |
| Toronto Dominion Bank | 0.05% | Add +643.1% | 278,457 | $24.3M |
| MML Investors Services, LLC | 0.06% | Add +11.8% | 274,585 | $23.9M |
| Cwm, LLC | 0.07% | Add +16.9% | 273,034 | $23.8M |
| StoneX Group Inc. | 1.04% | Add +7.5% | 272,860 | $23.8M |
| Mercer Global Advisors Inc. | 0.04% | Add +383.8% | 271,856 | $23.7M |
| FIL Ltd | 0.02% | Add +2657.2% | 268,690 | $23.4M |
| Jane Street Group, LLC | 0.03% | New | 268,283 | $23.4M |
| Renaissance Technologies | 0.03% | Add +27.1% | 266,900 | $23.3M |
| Tudor Investment Corporation | 0.15% | Reduce -59.6% | 256,726 | $22.4M |
| Captrust Financial Advisors | 0.05% | Add +0.2% | 256,458 | $22.4M |
| New Harbor Financial Group, LLC | 4.48% | Add +3.1% | 253,695 | $22.1M |
| Quantitative Investment Management, LLC | 3.06% | Add +481.7% | 252,036 | $22.0M |
| Equitable Holdings, Inc. | 0.16% | Add +5.8% | 249,360 | $21.7M |
| Kestra Advisory Services, LLC | 0.10% | Add +8.2% | 242,922 | $21.2M |
| Capital Fund Management S.A. | 0.21% | Add +6.6% | 240,461 | $21.0M |
| Advisory Alpha, LLC | 0.57% | Add +4.3% | 233,992 | $20.6M |
| Pathstone Holdings, LLC | 0.08% | Reduce -0.8% | 233,348 | $20.4M |
| Jump Financial, LLC | 0.27% | New | 228,455 | $19.9M |
| Sanctuary Advisors, LLC | 0.11% | Add +19.3% | 224,762 | $19.6M |
| Dupont Capital Management Corp. | 1.99% | Add +26.7% | 220,285 | $19.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +5.6% | 211,202 | $19.0M |
| Janney Capital Management LLC | 1.18% | Reduce -3.7% | 217,957 | $19.0M |
| NorthCoast Asset Management LLC | 0.07% | Add +2.6% | 210,224 | $18.3M |
| Passaic Partners LLC | 2.20% | Add +25.9% | 209,935 | $18.3M |
| Greenwood Gearhart LLC | 1.04% | Add +2.1% | 205,988 | $18.0M |
| Ethos Financial Group, LLC | 1.40% | Add +0.7% | 203,984 | $17.8M |
| Cornerstone Capital, Inc. | 1.66% | Add +0.8% | 194,425 | $17.0M |
| Prudential PLC | 0.12% | New | 191,200 | $16.7M |
| Jones Financial Companies LLLP | 0.01% | Add +21.8% | 189,251 | $16.4M |
| Wealth Advisors of Iowa, LLC | 5.45% | Add +10.6% | 183,470 | $16.0M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.04% | No change | 177,456 | $15.4M |
| Trust Asset Management LLC | 1.06% | No change | 176,270 | $15.4M |
| Vaughan David Investments LLC | 0.33% | Reduce -5.4% | 175,077 | $15.3M |
| Flagship Harbor Advisors, LLC | 0.66% | Reduce -0.9% | 173,166 | $15.1M |
| Main Management LLC | 1.10% | Add +0.4% | 172,700 | $15.1M |
| Squarepoint Ops LLC | 0.03% | Add +35.2% | 165,458 | $14.4M |
| Assetmark, Inc. | 0.03% | Reduce -4.0% | 165,106 | $14.4M |
| First Financial Bank - Trust Division | 1.22% | Reduce -4.8% | 163,711 | $14.3M |
| Matauro, LLC | 2.26% | Add +41.8% | 162,915 | $14.2M |
| Integrity Alliance, Llc. | 0.67% | Add +15.2% | 162,480 | $14.2M |
| MAI Capital Management | 0.09% | Add +25.3% | 160,893 | $14.0M |
| Westwood Holdings Group Inc. | 0.10% | Reduce -1.9% | 160,671 | $14.0M |
| German American Bancorp, Inc. | 1.24% | Add +2.7% | 160,608 | $14.0M |
| Fifth Third Securities, Inc. | 0.95% | Reduce -1.5% | 159,463 | $13.9M |
| Arkos Global Advisors | 1.75% | New | 157,670 | $13.8M |
| Biltmore Wealth Management, LLC | 5.24% | Add +2.3% | 157,368 | $13.7M |
| Spirepoint Private Client, LLC | 1.44% | Add +11.5% | 157,115 | $13.7M |
| Clarity Financial LLC | 1.36% | Reduce -8.4% | 156,879 | $13.7M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +6.5% | 156,166 | $13.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +27.8% | 154,251 | $13.5M |
| PFG Advisors | 0.55% | Add +4.4% | 153,703 | $13.4M |
| NewEdge Advisors, LLC | 0.06% | Add +17.5% | 153,468 | $13.4M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -7.9% | 150,787 | $13.2M |
| Agf Management Ltd. | 0.06% | Reduce -51.6% | 147,154 | $12.8M |
| Cerity Partners LLC | 0.02% | Add +5.7% | 146,837 | $12.8M |
| Full Sail Capital, LLC | 0.70% | Reduce -4.4% | 146,167 | $12.7M |
| Trilogy Capital Inc. | 0.59% | Add +24.9% | 146,112 | $12.7M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +5.8% | 142,367 | $12.4M |
| J.W. Cole Advisors, Inc. | 0.23% | Add +1.8% | 137,849 | $12.0M |
| KCM Investment Advisors LLC | 0.38% | Add +3.4% | 134,571 | $11.7M |
| Strategic Equity Management | 4.17% | Add +167.1% | 129,192 | $11.3M |
| Gladstone Institutional Advisory LLC | 0.43% | Add +75.4% | 128,930 | $11.2M |
| Rothschild Capital Partners, LLC | 2.60% | Reduce -12.1% | 126,452 | $11.0M |
| Modern Wealth Management, LLC | 0.22% | Add +19.9% | 126,347 | $11.0M |
| TCV Trust & Wealth Management, Inc. | 0.90% | Reduce -0.3% | 123,546 | $10.8M |
| Concentric Capital Strategies, LP | 0.51% | Add +596.7% | 123,298 | $10.8M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 1.54% | Add +95.2% | 121,000 | $10.6M |
| Peapack Gladstone Financial Corp. | 0.13% | Add +2.6% | 118,205 | $10.3M |
| Manhattan West Asset Management, LLC | 2.18% | Add +4.5% | 118,099 | $10.3M |
| &partners | 0.07% | Add +16.6% | 117,596 | $10.3M |
| Strategic Wealth Investment Group, LLC | 0.86% | Add +1984.8% | 116,500 | $10.2M |
| U.S. Capital Wealth Advisors, LLC | 0.27% | Add +4.7% | 116,097 | $10.1M |
| Capstone Investment Advisors, LLC | 0.11% | New | 114,187 | $10.0M |
| 1832 Asset Management L.P. | 0.02% | Reduce -0.7% | 113,950 | $9.9M |
| Kwmg, LLC | 0.87% | Add +4.1% | 113,376 | $9.9M |
| Royal Fund Management, LLC | 1.17% | Reduce -6.0% | 111,055 | $9.7M |
| DAVENPORT & Co LLC | 0.05% | Add +102.5% | 109,681 | $9.6M |
| Advisory Services Network, LLC | 0.14% | Add +27.4% | 109,438 | $9.5M |
| Twin Focus Capital Partners, LLC | 1.21% | Add +1.1% | 109,250 | $9.5M |
| Perigon Wealth Management, LLC | 0.19% | Add +99.9% | 108,797 | $9.5M |
| SG Americas Securities, LLC | 0.03% | Reduce -37.3% | 106,782 | $9.3M |
| Bedell Frazier Investment Counselling, LLC | 1.90% | Reduce -8.5% | 105,964 | $9.2M |
| Creative Planning | 0.01% | Add +4.8% | 105,540 | $9.2M |
| Krilogy Financial LLC | 0.35% | Add +19.7% | 103,490 | $9.2M |
| Armstrong Advisory Group, Inc. | 0.65% | Reduce -0.5% | 105,369 | $9.2M |
| Dakota Wealth Management | 0.18% | Reduce -5.1% | 104,715 | $9.1M |
| Prime Capital Investment Advisors, LLC | 0.11% | Reduce -1.0% | 104,413 | $9.1M |
| Scotia Capital Inc. | 0.04% | Add +1034.9% | 103,596 | $9.0M |
| Estate Counselors, LLC | 0.77% | Add +20.5% | 103,209 | $9.0M |
| Swan Global Investments, LLC | 0.39% | Reduce -14.0% | 102,086 | $8.9M |
| Evoke Wealth, LLC | 0.19% | Add +449.1% | 102,069 | $8.9M |
| Atria Investments, Inc | 0.10% | Add +5.8% | 101,108 | $8.8M |
| IHT Wealth Management, LLC | 0.22% | Add +0.5% | 100,916 | $8.8M |
| Capital Investment Advisors, LLC | 0.14% | Reduce -0.4% | 100,893 | $8.8M |
| Susquehanna International Group, LLP | 0.01% | Reduce -78.2% | 100,278 | $8.7M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +37.4% | 99,836 | $8.7M |
| Eaton Financial Holdings Company, LLC | 2.45% | New | 99,572 | $8.7M |
| Sculptor Capital LP | 0.19% | New | 98,710 | $8.6M |
| Prudent Investors Network, Inc. | 2.11% | Add +2.7% | 98,551 | $8.6M |
| Trek Financial, LLC | 0.51% | Reduce -25.7% | 98,226 | $8.6M |
| Oppenheimer Asset Management Inc. | 0.09% | Reduce -0.5% | 97,247 | $8.5M |
| Proficio Capital Partners LLC | 0.58% | Reduce -98.9% | 96,607 | $8.4M |
| Hollow Brook Wealth Management LLC | 1.99% | Add +0.0% | 96,411 | $8.4M |
| Bar Harbor Wealth Management | 0.49% | Add +5.8% | 94,091 | $8.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.8% | 93,881 | $8.2M |
| Centaurus Financial, Inc. | 0.38% | Add +0.8% | 93,383 | $8.1M |
| Meritage Portfolio Management | 0.54% | Reduce -8.0% | 92,728 | $8.1M |
| Avalon Capital Management | 1.98% | Reduce -1.6% | 92,620 | $8.1M |
| Schonfeld Strategic Advisors LLC | 0.06% | Reduce -14.4% | 92,436 | $8.1M |
| Corient Private Wealth LP | 0.01% | Reduce -33.5% | 98,737 | $8.0M |
| First Interstate Bank | 0.44% | Reduce -1.6% | 91,667 | $8.0M |
| Courier Capital LLC | 0.45% | Reduce -23.0% | 89,270 | $7.8M |
| Comerica Bank | 0.03% | Add +1.9% | 88,933 | $7.8M |
| Banco Santander, S.A. | 0.07% | Add +1.5% | 88,246 | $7.7M |
| Spire Wealth Management | 0.26% | Add +0.9% | 87,732 | $7.7M |
| Two Sigma Investments, LP | 0.01% | New | 87,120 | $7.6M |
| Coldstream Capital Management Inc. | 0.10% | Reduce -15.3% | 87,085 | $7.6M |
| Madrid Financial Services | 4.73% | Reduce -20.6% | 86,746 | $7.6M |
| Inlight Wealth Management, LLC | 3.51% | Add +1.9% | 85,716 | $7.5M |
| Edgewood Management LLC | 0.03% | Reduce -3.0% | 85,618 | $7.5M |
| Dynamic Advisor Solutions LLC | 0.21% | Add +6.8% | 84,862 | $7.4M |
| Sigma Planning Corp | 0.21% | Add +6.5% | 84,846 | $7.4M |
| RFG Advisory, LLC | 0.15% | Add +301.6% | 84,754 | $7.4M |
| Evolution Wealth Advisors, LLC | 0.99% | Add +1.3% | 84,626 | $7.4M |
| Robertson Stephens Wealth Management, LLC | 0.22% | Reduce -13.0% | 84,618 | $7.4M |
| Toth Financial Advisory Corp. | 0.78% | Add +12.8% | 83,166 | $7.3M |
| Atlantic Union Bankshares Corp | 0.14% | Add +9.7% | 82,861 | $7.2M |
| Waverly Advisors, LLC | 0.07% | Add +132.0% | 82,797 | $7.2M |
| Sumitomo Mitsui Financial Group, Inc. | 0.13% | Reduce -3.9% | 82,343 | $7.2M |
| Morton Community Bank | 1.66% | Reduce -13.3% | 80,514 | $7.2M |
| Brown Advisory Inc. | 0.01% | Reduce -9.6% | 81,270 | $7.1M |
| WCG Wealth Advisors LLC | 0.44% | Reduce -8.2% | 79,716 | $7.0M |
| Moneywise, Inc. | 3.13% | Add +189.3% | 79,463 | $6.9M |
| IFG Advisory, LLC | 0.31% | Reduce -4.7% | 79,228 | $6.9M |
| Meridian Investment Counsel Inc. | 1.70% | Add +2.0% | 78,925 | $6.9M |
| Sharp Wealth Advisory, LLC | 3.69% | New | 77,770 | $6.8M |
| Silvercrest Asset Management Group LLC | 0.04% | No change | 77,001 | $6.7M |
| IMZ Advisory Inc | 2.48% | Add +2.5% | 76,432 | $6.7M |
| Innealta Capital, LLC | 3.32% | New | 76,209 | $6.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | New | 76,169 | $6.6M |
| Park Avenue Securities LLC | 0.05% | Add +13.4% | 76,142 | $6.6M |
| Gunma Bank,Ltd. | 2.08% | Add +8.4% | 76,100 | $6.6M |
| Nottingham Advisors, Inc. | 0.92% | Reduce -0.2% | 75,588 | $6.6M |
| Oppenheimer & Co. Inc. | 0.08% | Reduce -23.7% | 74,801 | $6.5M |
| Perkins Coie Trust Co | 1.23% | Add +7.0% | 74,768 | $6.5M |
| Sound View Wealth Advisors Group, LLC | 0.45% | Add +3.5% | 74,672 | $6.5M |
| Snowden Capital Advisors LLC | 0.18% | Add +3.1% | 74,647 | $6.5M |
| Wela Strategies, Inc. | 2.44% | Add +1.3% | 73,795 | $6.4M |
| Benjamin Edwards Inc. | 0.07% | Reduce -2.0% | 73,732 | $6.4M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -16.9% | 73,301 | $6.4M |
| Exchange Traded Concepts, LLC | 0.06% | Reduce -16.2% | 72,898 | $6.4M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.16% | Add +1983.7% | 71,470 | $6.2M |
| IFP Advisors, Inc | 0.16% | Add +2.5% | 70,982 | $6.2M |
| Regal Investment Advisors LLC | 0.40% | Add +11.8% | 70,969 | $6.2M |
| Wedbush Securities Inc. | 0.20% | Reduce -3.8% | 70,708 | $6.2M |
| Ayalon Insurance Comp Ltd. | 1.54% | Add +30.4% | 70,008 | $6.1M |
| CIBC Private Wealth Group LLC | 0.01% | Add +0.8% | 69,498 | $6.1M |
| Vectors Research Management, LLC | 1.91% | Reduce -3.2% | 69,367 | $6.0M |
| Virtu Financial LLC | 0.34% | New | 69,365 | $6.0M |
| Brookwood Investment Group LLC | 0.78% | Add +389.7% | 69,296 | $6.0M |
| Allworth Financial LP | 0.03% | Reduce -4.5% | 68,756 | $6.0M |
| Capital Insight Partners, LLC | 0.99% | Add +1.9% | 68,421 | $6.0M |
| Mountain Hill Investment Partners Corp. | 5.16% | Reduce -0.1% | 67,487 | $5.9M |
| Blair William & Co. | 0.02% | Reduce -1.4% | 66,918 | $5.8M |
| Level Four Advisory Services, LLC | 0.20% | Add +5.6% | 66,909 | $5.8M |
| Centurion Wealth Management LLC | 1.33% | Add +11.8% | 66,550 | $5.8M |
| Appleton Partners Inc. | 0.39% | Add +12.7% | 65,934 | $5.8M |
| Alerus Financial NA | 0.29% | Add +3.9% | 65,532 | $5.7M |
| Jmac Enterprises LLC | 1.12% | Add +4.9% | 65,124 | $5.7M |
| Consolidated Capital Management, LLC | 2.01% | Reduce -0.5% | 65,037 | $5.7M |
| Granby Capital Management, LLC | 3.01% | No change | 65,000 | $5.7M |
| Private Wealth Advisors, LLC | 2.11% | Reduce -5.1% | 64,275 | $5.6M |
| Valence8 US LP | 1.90% | Add +20.7% | 63,698 | $5.6M |
| Legacy Private Trust Co. | 0.33% | Reduce -0.2% | 63,209 | $5.5M |
| Martin & Co. Inc. | 0.97% | Reduce -0.1% | 62,316 | $5.4M |
| Prospera Financial Services Inc | 0.09% | Add +10.2% | 62,014 | $5.4M |
| Hippocratic Financial Advisors, LLC | 2.57% | Add +5.5% | 61,299 | $5.3M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1.10% | No change | 61,362 | $5.3M |
| GAMCO Investors | 0.05% | Add +23.3% | 60,838 | $5.3M |
| Csenge Advisory Group | 0.25% | Add +2.5% | 60,811 | $5.3M |
| D.A. Davidson & Co. | 0.03% | Add +29.3% | 60,593 | $5.3M |
| Kropog Financial Group, LLC | 4.27% | Add +0.9% | 59,760 | $5.2M |
| Algorithmic Investment Models, LLC | 3.44% | Reduce -21.1% | 59,488 | $5.2M |
| AQR Capital Management | 0.00% | Add +6.8% | 58,212 | $5.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -82.7% | 58,139 | $5.1M |
| Altfest L J & Co. Inc. | 0.57% | Reduce -7.0% | 58,096 | $5.1M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -11.4% | 57,425 | $5.0M |
| Tower Research Capital LLC (TRC) | 0.14% | Reduce -22.5% | 57,103 | $5.0M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Reduce -42.1% | 56,861 | $5.0M |
| Round Rock Advisors LLC | 0.78% | Add +5.9% | 56,803 | $5.0M |
| Cercano Management LLC | 0.19% | Reduce -76.8% | 56,688 | $4.9M |
| Cadent Capital Advisors, LLC | 1.31% | Add +3.4% | 56,568 | $4.9M |
| Innova Wealth Partners | 2.66% | Reduce -5.3% | 56,541 | $4.9M |
| Ameraudi Asset Management, Inc. | 2.94% | Reduce -12.0% | 55,725 | $4.9M |
| MIdWestOne Financial Group, Inc. | 0.59% | Add +2.5% | 55,299 | $4.8M |
| Vickerman Investment Advisors, Inc. | 0.97% | Reduce -0.0% | 55,046 | $4.8M |
| Monument Capital Management | 1.19% | Reduce -6.4% | 54,774 | $4.8M |
| Thor Trading Advisors, LLC | 2.42% | Add +23.1% | 54,677 | $4.8M |
| Mgo One Seven LLC | 0.11% | Add +2.7% | 54,651 | $4.8M |
| Waycross Investment Management Co | 4.85% | Add +2.5% | 54,496 | $4.8M |
| Berger Financial Group, Inc | 0.28% | Add +3.2% | 54,284 | $4.7M |
| Valmark Advisers, Inc. | 0.06% | Add +2.3% | 53,704 | $4.7M |
| One Wealth Map LLC | 2.45% | Reduce -2.8% | 51,438 | $4.6M |
| Financial Sense Advisors, Inc. | 0.94% | New | 52,173 | $4.6M |
| Roundview Capital LLC | 0.29% | Reduce -0.0% | 52,002 | $4.5M |
| Denver Wealth Management, Inc. | 1.67% | Add +4.4% | 51,979 | $4.5M |
| Amica Mutual Insurance Co. | 0.42% | No change | 51,924 | $4.5M |
| Fifth Third Bancorp | 0.01% | Reduce -1.7% | 51,897 | $4.5M |
| HCR Wealth Advisors | 0.46% | Reduce -2.1% | 51,013 | $4.5M |
| Ausdal Financial Partners, Inc. | 0.22% | Add +40.5% | 51,249 | $4.5M |
| Kera Capital Partners, Inc. | 0.65% | Reduce -21.9% | 49,924 | $4.4M |
| Floyd Financial Group LLC | 3.22% | Add +24.3% | 47,826 | $4.3M |
| CIBC Bancorp USA Inc. | 0.03% | — | 49,758 | $4.3M |
| Prosperity Consulting Group, LLC | 0.21% | Add +14.2% | 49,535 | $4.3M |
| CENTRAL TRUST Co | 0.09% | Reduce -8.2% | 49,330 | $4.3M |
| Quantinno Capital Management LP | 0.01% | Add +21.3% | 48,940 | $4.3M |
| Exencial Wealth Advisors, LLC | 0.14% | Add +3.5% | 48,174 | $4.2M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Add +45.3% | 48,145 | $4.2M |
| S. R. Schill & Associates | 2.94% | Add +0.6% | 48,011 | $4.2M |
| Independent Financial Group, LLC | 0.10% | Reduce -26.5% | 47,973 | $4.2M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +0.9% | 47,949 | $4.2M |
| Cary Street Partners Financial LLC | 0.11% | Reduce -4.9% | 47,443 | $4.1M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -3.0% | 47,285 | $4.1M |
| Mutual Advisors, LLC | 0.09% | Add +1.8% | 44,822 | $4.0M |
| Synovus Financial Corp. | 0.05% | Add +22.2% | 46,397 | $4.0M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -34.7% | 46,369 | $4.0M |
| Trust Co. of Oklahoma | 1.19% | Add +0.5% | 45,958 | $4.0M |
| Ellis Investment Partners, LLC | 0.72% | Add +2.5% | 45,814 | $4.0M |
| Encompass More Asset Management | 0.77% | Add +112.8% | 45,777 | $4.0M |
| 1 North Wealth Services LLC | 1.63% | Reduce -1.7% | 45,706 | $4.0M |
| Hancock Whitney Corp. | 0.07% | Reduce -5.8% | 45,274 | $3.9M |
| B. Riley Wealth Advisors, Inc. | 0.19% | Reduce -10.7% | 45,106 | $3.9M |
| Paragon Financial Partners, Inc. | 2.48% | Add +0.3% | 45,029 | $3.9M |
| Apriem Advisors | 0.37% | No change | 44,800 | $3.9M |
| Investment Management Corp. /Va/ | 3.33% | Add +367.2% | 44,424 | $3.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +147.7% | 44,239 | $3.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -79.2% | 43,799 | $3.8M |
| Hamel Associates, Inc. | 1.17% | No change | 43,565 | $3.8M |
| ADG Wealth Management Group, LLC | 3.02% | Add +7.4% | 43,507 | $3.8M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Reduce -9.6% | 43,386 | $3.8M |
| PFG Investments, LLC | 0.20% | Add +1.1% | 43,059 | $3.8M |
| Fiduciary Group, LLC | 0.33% | Reduce -0.7% | 42,858 | $3.7M |
| Forbes J M & Co. LLP | 0.31% | No change | 42,689 | $3.7M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -31.1% | 42,494 | $3.7M |
| Measured Wealth Private Client Group, LLC | 0.99% | Reduce -19.3% | 42,179 | $3.7M |
| MFG Wealth Management, Inc. | 2.77% | Reduce -0.2% | 42,125 | $3.7M |
| Centric Wealth Management | 0.81% | Reduce -7.6% | 40,685 | $3.6M |
| Stephens Inc. | 0.05% | Add +30.7% | 41,399 | $3.6M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.02% | Add +0.6% | 41,398 | $3.6M |
| Harbour Investments, Inc. | 0.08% | Reduce -14.4% | 40,862 | $3.6M |
| Provident Co of the Employees of the Hebrew University LTD | 3.56% | Reduce -36.5% | 40,953 | $3.6M |
| Key Client Fiduciary Advisors, LLC | 1.20% | Reduce -0.1% | 40,816 | $3.6M |
| Maven Securities LTD | 0.67% | Add +42.0% | 39,994 | $3.5M |
| Consolidated Investment Group LLC | 0.43% | Add +17.7% | 39,870 | $3.5M |
| Stillwater Capital Advisors, LLC | 0.39% | Add +130.6% | 39,859 | $3.5M |
| Volterra Technologies LP | 2.30% | Add +109.3% | 39,730 | $3.5M |
| Providence First Trust Co | 1.19% | Add +0.3% | 39,189 | $3.4M |
| Investment Partners, LTD. | 1.20% | Reduce -0.1% | 39,071 | $3.4M |
| Penserra Capital Management LLC | 0.04% | Reduce -14.1% | 38,845 | $3.4M |
| Ranch Capital Advisors Inc. | 1.31% | Add +2.3% | 38,753 | $3.4M |
| Simplex Trading, LLC | 0.07% | Add +4514.2% | 38,344 | $3.3M |
| Money Concepts Capital Corp. | 0.20% | Add +612.1% | 38,096 | $3.3M |
| Moors & Cabot, Inc. | 0.14% | Add +19.9% | 37,891 | $3.3M |
| Greenwood Capital Associates LLC | 0.38% | Reduce -1.2% | 37,841 | $3.3M |
| NBT Bank, N.A. | 0.21% | Reduce -2.3% | 37,058 | $3.3M |
| Edgestream Partners, L.P. | 0.10% | Add +583.9% | 37,763 | $3.3M |
| Keybank National Association | 0.01% | Reduce -4.1% | 37,706 | $3.3M |
| LCM Capital Management Inc | 1.57% | Add +0.1% | 37,628 | $3.3M |
| Focus Financial Network, Inc. | 0.12% | Add +1.9% | 37,498 | $3.3M |
| Shaker Investments LLC | 1.31% | Reduce -0.2% | 37,483 | $3.3M |
| Integrated Advisors Network LLC | 0.14% | Reduce -5.0% | 37,291 | $3.3M |
| Associated Banc-Corp | 0.09% | Reduce -3.4% | 37,137 | $3.2M |
| Cordatus Wealth Management LLC | 0.76% | Add +0.4% | 37,048 | $3.2M |
| Canton Hathaway, LLC | 0.62% | Add +3.0% | 36,905 | $3.2M |
| Wealth Quarterback LLC | 1.24% | Add +6.5% | 36,798 | $3.2M |
| Atom Investors LP | 0.24% | Add +14.2% | 36,670 | $3.2M |
| Rye Brook Capital LLC | 2.68% | Add +4.7% | 36,500 | $3.2M |
| TD Waterhouse Canada Inc. | 0.02% | Add +27.3% | 35,808 | $3.2M |
| Freestone Capital Holdings, LLC | 0.10% | Reduce -4.0% | 35,854 | $3.1M |
| AAFMAA Wealth Management & Trust LLC | 1.23% | Add +2.6% | 35,631 | $3.1M |
| RPg Family Wealth Advisory, LLC | 0.68% | Reduce -8.1% | 35,601 | $3.1M |
| St Germain D J Co. Inc. | 0.12% | Add +2.2% | 35,572 | $3.1M |
| Madison Park Capital Advisors, LLC | 2.54% | Reduce -53.0% | 35,482 | $3.1M |
| Cim Investment Management Inc. | 0.84% | Reduce -1.0% | 35,439 | $3.1M |
| Fragasso Financial Advisors Inc | 0.19% | Add +3.2% | 34,356 | $3.1M |
| Brave Asset Management Inc. | 0.74% | Add +3.6% | 34,929 | $3.0M |
| Adams Wealth Management | 0.64% | Reduce -11.0% | 34,365 | $3.0M |
| CacheTech Inc. | 0.60% | Reduce -11.0% | 34,365 | $3.0M |
| Syon Capital LLC | 0.16% | Add +901.8% | 34,292 | $3.0M |
| American Assets Investment Management, LLC | 0.22% | No change | 34,000 | $3.0M |
| Ami Investment Management Inc. | 0.68% | New | 33,742 | $2.9M |
| D. Scott Neal, Inc. | 1.35% | Add +9.7% | 33,558 | $2.9M |
| First Merchants Corp. | 0.11% | Reduce -5.6% | 33,553 | $2.9M |
| Simmons Bank | 0.19% | Reduce -0.9% | 33,497 | $2.9M |
| WBH Advisory Inc. | 0.22% | Reduce -3.2% | 33,475 | $2.9M |
| Winthrop Capital Management, LLC | 0.71% | Add +1.6% | 33,474 | $2.9M |
| von Borstel & Associates, Inc. | 0.45% | New | 32,486 | $2.9M |
| Glenmede Investment Management, LP | 0.01% | Reduce -2.6% | 33,340 | $2.9M |
| Lakeshore Capital Group, Inc. | 2.33% | Add +753.3% | 33,101 | $2.9M |
| AlphaCore Capital LLC | 0.10% | Reduce -1.1% | 33,062 | $2.9M |
| MV Capital Management, Inc. | 0.28% | No change | 32,991 | $2.9M |
| Compass Wealth Management, LLC | 1.27% | Add +6.4% | 32,818 | $2.9M |
| Patten & Patten Inc. | 0.17% | Reduce -0.9% | 32,748 | $2.9M |
| AMG National Trust Bank | 0.07% | Add +4.8% | 32,717 | $2.9M |
| Wayfinding Financial, LLC | 1.22% | Reduce -0.7% | 32,416 | $2.8M |
| KOM Wealth Management Group, LLC | 2.13% | Reduce -8.8% | 32,345 | $2.8M |
| Huntington National Bank | 0.02% | Add +0.9% | 32,049 | $2.8M |
| WESPAC Advisors SoCal, LLC | 0.56% | Reduce -0.0% | 31,449 | $2.7M |
| Montag A & Associates Inc. | 0.13% | Reduce -2.8% | 31,222 | $2.7M |
| Arkadios Wealth Advisors | 0.07% | Add +16.4% | 31,107 | $2.7M |
| Wealthfront Advisers LLC | 0.01% | Add +10.0% | 30,821 | $2.7M |
| AE Wealth Management LLC | 0.02% | Add +26.9% | 30,742 | $2.7M |
| Ironsides Asset Advisors, LLC | 0.69% | Add +20.1% | 30,677 | $2.7M |
| Magnus Financial Group LLC | 0.21% | Add +3.2% | 30,636 | $2.7M |
| Northstar Advisory Group, LLC | 1.09% | New | 30,608 | $2.7M |
| Apollon Wealth Management, LLC | 0.05% | Add +11.3% | 30,560 | $2.7M |
| Shepherd Financial Partners LLC | 0.25% | Reduce -0.1% | 30,259 | $2.6M |
| Bank of New York Mellon Corp | 0.00% | Add +52.0% | 30,218 | $2.6M |
| Sage Capital Advisors,llc | 0.63% | Reduce -0.7% | 30,170 | $2.6M |
| Zullo Investment Group, Inc. | 0.96% | Add +4.1% | 29,902 | $2.6M |
| AdvisorShares Investments LLC | 0.42% | New | 29,766 | $2.6M |
| Global Retirement Partners, LLC | 0.06% | Reduce -29.7% | 29,718 | $2.6M |
| Wilson & Boucher Capital Management, LLC | 1.70% | Reduce -1.0% | 29,684 | $2.6M |
| Guidance Capital, Inc. | 0.67% | Add +6.9% | 28,098 | $2.6M |
| Butensky & Cohen Financial Security, Inc. | 0.71% | Add +1.0% | 29,340 | $2.6M |
| Community Bank, N.A. | 0.31% | Add +0.2% | 29,217 | $2.5M |
| Laurel Wealth Advisors LLC | 0.36% | Add +2.3% | 29,184 | $2.5M |
| Old National Bancorp | 0.04% | Reduce -6.1% | 29,090 | $2.5M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +5.1% | 28,891 | $2.5M |
| Global View Capital Management LLC | 0.53% | Add +234.4% | 28,674 | $2.5M |
| SeaCrest Wealth Management, LLC | 0.26% | Reduce -13.3% | 27,529 | $2.5M |
| D L Carlson Investment Group Inc. | 0.42% | Reduce -1.2% | 28,627 | $2.5M |
| Aspen Investment Management Inc | 0.96% | Add +1.5% | 28,579 | $2.5M |
| O'Dell Group, LLC | 0.53% | New | 28,488 | $2.5M |
| TD Private Client Wealth LLC | 0.06% | Add +8.6% | 28,454 | $2.5M |
| Coastal Bridge Advisors, LLC | 0.19% | New | 28,449 | $2.5M |
| Modera Wealth Management, LLC | 0.03% | Reduce -1.4% | 28,369 | $2.5M |
| LM Advisors LLC | 0.36% | Reduce -0.2% | 28,179 | $2.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -3.1% | 28,138 | $2.5M |
| Fluent Financial, LLC | 0.96% | Reduce -16.9% | 28,090 | $2.4M |
| Commerce Bank | 0.01% | Reduce -1.7% | 27,993 | $2.4M |
| Stableford Capital II LLC | 0.88% | Add +0.3% | 27,847 | $2.4M |
| Premier Path Wealth Partners, LLC | 0.31% | Add +2.1% | 27,747 | $2.4M |
| Park Edge Advisors, LLC | 0.56% | Add +51.8% | 27,672 | $2.4M |
| M&T Bank Corp | 0.01% | Add +60.1% | 27,533 | $2.4M |
| HBK Sorce Advisory LLC | 0.06% | Add +4.6% | 25,624 | $2.4M |
| CX Institutional | 0.07% | Reduce -22.8% | 26,651 | $2.3M |
| Rockport Wealth LLC | 0.47% | Reduce -61.4% | 26,592 | $2.3M |
| Everstar Asset Management, LLC | 1.30% | Reduce -2.3% | 26,368 | $2.3M |
| Midwest Financial Group LLC | 1.09% | Add +1.6% | 26,224 | $2.3M |
| Fox Hill Wealth Management | 1.07% | Reduce -4.6% | 26,161 | $2.3M |
| Mechanics Bank Trust Department | 0.32% | Reduce -3.0% | 25,860 | $2.3M |
| Koa Wealth Management, LLC | 1.67% | Reduce -16.2% | 25,834 | $2.3M |
| Accretive Wealth Partners, LLC | 0.69% | Add +2.2% | 25,807 | $2.3M |
| Private Trust Co. NA | 0.20% | Add +4.3% | 25,569 | $2.2M |
| Altura Wealth Advisors Inc. | 1.06% | Add +20.2% | 25,498 | $2.2M |
| Clearbridge Investments, LLC | 0.00% | Reduce -5.2% | 25,392 | $2.2M |
| Founders Financial Securities LLC | 0.15% | Add +30.8% | 25,333 | $2.2M |
| Tidal Investments LLC | 0.01% | Add +106.7% | 25,300 | $2.2M |
| Brookstone Capital Management | 0.03% | Reduce -5.1% | 25,210 | $2.2M |
| Transcend Capital Advisors, LLC | 0.16% | Add +342.5% | 25,169 | $2.2M |
| Corrado Advisors, LLC | 1.18% | Add +6.3% | 25,091 | $2.2M |
| Intrua Financial, LLC | 0.25% | Add +139.6% | 24,894 | $2.2M |
| Kercheville Advisors, LLC | 0.65% | Add +4.4% | 24,791 | $2.2M |
| Larson Financial Group LLC | 0.08% | Add +17.2% | 24,771 | $2.2M |
| SHUTTLEWORTH & Co | 1.92% | — | 24,322 | $2.1M |
| Peddock Capital Advisors, LLC | 0.46% | Add +22.3% | 24,261 | $2.1M |
| Choate Investment Advisors | 0.04% | No change | 24,120 | $2.1M |
| Virtue Capital Management, LLC | 0.33% | Reduce -19.1% | 19,020 | $2.1M |
| Trivium Point Advisory, LLC | 0.21% | Add +87.4% | 24,029 | $2.1M |
| Crews Bank & Trust | 0.31% | Reduce -1.1% | 24,021 | $2.1M |
| Securian Asset Management, Inc. | 0.06% | No change | 24,000 | $2.1M |
| Horizon Investments, LLC | 0.03% | Add +52.9% | 23,952 | $2.1M |
| Hilltop Holdings Inc. | 0.11% | Add +13.0% | 23,941 | $2.1M |
| Savior LLC | 9.27% | Add +7.2% | 23,887 | $2.1M |
| CoreCap Advisors, LLC | 0.08% | Add +20.6% | 23,854 | $2.1M |
| Compass Financial Group, Inc. | 0.93% | New | 23,796 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -0.7% | 23,793 | $2.1M |
| Woodmont Investment Counsel LLC | 0.14% | Add +0.1% | 23,663 | $2.1M |
| Secure Asset Management, LLC | 0.34% | New | 23,371 | $2.1M |
| Collaborative Wealth Managment Inc. | 0.83% | Reduce -15.9% | 23,584 | $2.1M |
| Florida Financial Advisors, LLC | 0.64% | Add +27.7% | 23,582 | $2.1M |
| Sendero Wealth Management, LLC | 0.24% | No change | 23,375 | $2.0M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -44.5% | 23,365 | $2.0M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -18.0% | 23,338 | $2.0M |
| Capital Investment Advisory Services, LLC | 0.16% | Reduce -1.2% | 23,327 | $2.0M |
| Journey Strategic Wealth LLC | 0.06% | Reduce -6.5% | 23,327 | $2.0M |
| Pinnacle Financial Partners Inc | 0.05% | Reduce -15.1% | 23,238 | $2.0M |
| Asset Advisors Investment Management, LLC | 0.19% | Add +16.6% | 23,214 | $2.0M |
| Choreo, LLC | 0.03% | Add +2.4% | 23,214 | $2.0M |
| Cranbrook Wealth Management, LLC | 0.41% | Reduce -47.3% | 23,191 | $2.0M |
| Hudock, Inc. | 0.31% | Add +0.2% | 23,110 | $2.0M |
| Johnson Investment Counsel Inc. | 0.02% | Add +0.9% | 23,036 | $2.0M |
| Glaxis Capital Management, LLC | 3.33% | Add +666.7% | 23,000 | $2.0M |
| Private Capital Management, LLC | 0.19% | Reduce -18.4% | 22,983 | $2.0M |
| Corundum Group, Inc. | 0.82% | Add +0.8% | 22,830 | $2.0M |
| DRW Securities, LLC | 0.10% | New | 23,071 | $2.0M |
| Franklin Street Advisors Inc. | 0.11% | No change | 22,754 | $2.0M |
| Zuckerman Investment Group, LLC | 0.18% | Reduce -11.1% | 22,719 | $2.0M |
| M1 Capital Management LLC | 0.84% | Reduce -0.2% | 22,401 | $2.0M |
| Rik Saylor Financial, Inc. | 1.42% | New | 22,318 | $1.9M |
| Keystone Financial Group | 0.15% | Reduce -0.7% | 22,299 | $1.9M |
| Certified Advisory Corp | 0.18% | Add +8.9% | 22,232 | $1.9M |
| Western Wealth Management, LLC | 0.10% | Add +4.1% | 22,106 | $1.9M |
| Orange Investment Advisors, Inc. | 0.20% | Add +4.2% | 22,013 | $1.9M |
| Grandview Asset Management LLC | 0.54% | Reduce -5.4% | 21,961 | $1.9M |
| Legal & General Group Plc | 0.00% | Add +15.8% | 21,950 | $1.9M |
| City Center Advisors, LLC | 1.86% | Reduce -38.4% | 21,904 | $1.9M |
| Farther Finance Advisors, LLC | 0.03% | Add +26.3% | 21,846 | $1.9M |
| CreativeOne Wealth, LLC | 0.05% | Add +0.1% | 21,703 | $1.9M |
| Chemung Canal Trust Co. | 0.38% | Reduce -5.5% | 21,681 | $1.9M |
| Miller Howard Investments Inc. | 0.06% | Add +110.6% | 21,617 | $1.9M |
| Colton Groome Financial Advisors, LLC | 0.58% | Add +4.0% | 21,604 | $1.9M |
| Hollencrest Capital Management | 0.07% | Add +0.0% | 21,577 | $1.9M |
| Intrepid Financial Planning Group LLC | 0.72% | Reduce -0.5% | 21,576 | $1.9M |
| NCM Capital Management, LLC | 0.73% | Reduce -3.2% | 21,546 | $1.9M |
| Chilton Investment Co. Inc. | 0.04% | No change | 21,500 | $1.9M |
| Fairvoy Private Wealth, LLC | 0.42% | Reduce -19.6% | 21,237 | $1.9M |
| Proffitt & Goodson Inc. | 0.27% | Add +0.1% | 21,214 | $1.9M |
| Transamerica Financial Advisors, LLC | 0.15% | Add +1.6% | 21,174 | $1.8M |
| Clarus Wealth Advisors | 0.82% | Reduce -0.8% | 20,769 | $1.8M |
| Washington Growth Strategies LLC | 1.32% | No change | 21,157 | $1.8M |
| Silver Coast Investments LLC | 0.63% | Add +1.0% | 20,999 | $1.8M |
| State Street Corp. | 0.00% | New | 20,836 | $1.8M |
| Sharper & Granite LLC | 0.65% | Reduce -6.9% | 20,835 | $1.8M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -2.4% | 20,816 | $1.8M |
| Merit Financial Group, LLC | 0.02% | Add +3.2% | 20,755 | $1.8M |
| Performance Wealth Partners, LLC | 0.05% | Reduce -2.2% | 20,729 | $1.8M |
| Venturi Wealth Management, LLC | 0.08% | Reduce -10.7% | 20,647 | $1.8M |
| Foronjy Financial LLC | 0.79% | Reduce -8.1% | 20,592 | $1.8M |
| Asset Allocation Strategies LLC | 0.35% | Reduce -24.4% | 20,542 | $1.8M |
| Laraway Financial Advisors Inc | 1.22% | Add +0.3% | 20,539 | $1.8M |
| Audent Global Asset Management, LLC | 1.30% | New | 20,500 | $1.8M |
| Citizens Financial Group Inc. | 0.02% | Reduce -3.3% | 20,393 | $1.8M |
| Maridea Wealth Management LLC | 0.28% | Add +180.3% | 19,393 | $1.8M |
| Elevation Point Wealth Partners, LLC | 0.12% | Add +45.7% | 20,262 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -1.2% | 20,297 | $1.8M |
| Venture Visionary Partners LLC | 0.06% | Reduce -3.6% | 20,217 | $1.8M |
| Aristides Capital LLC | 0.52% | No change | 20,188 | $1.8M |
| MYDA Advisors LLC | 0.53% | Reduce -90.9% | 20,000 | $1.7M |
| Parkside Investments, LLC | 0.22% | Reduce -33.3% | 20,000 | $1.7M |
| Carnegie Investment Counsel | 0.03% | Add +23.7% | 19,992 | $1.7M |
| Central Bank & Trust Co. | 0.27% | Add +1.8% | 19,687 | $1.7M |
| Accel Wealth Management | 0.49% | Reduce -10.7% | 19,425 | $1.7M |
| Pallas Capital Advisors LLC | 0.06% | Add +0.3% | 19,404 | $1.7M |
| Silver Oak Securities, Incorporated | 0.13% | Add +13.9% | 19,397 | $1.7M |
| Interactive Financial Advisors, Inc. | 0.91% | Reduce -23.1% | 19,283 | $1.7M |
| Lionsbridge Wealth Management LLC | 1.64% | Add +2.2% | 19,063 | $1.7M |
| Solstein Capital, LLC | 0.76% | No change | 18,946 | $1.7M |
| J.Safra Asset Management Corp | 0.10% | Add +16.7% | 18,827 | $1.6M |
| WP Advisors, LLC | 0.42% | Add +0.7% | 18,787 | $1.6M |
| Parallel Advisors, LLC | 0.03% | Add +1.4% | 18,713 | $1.6M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -21.4% | 18,691 | $1.6M |
| Polymer Capital Management (HK) LTD | 0.22% | No change | 18,384 | $1.6M |
| Second Half Financial Partners, LLC | 0.70% | Add +11.4% | 18,243 | $1.6M |
| Meridian Wealth Management, LLC | 0.06% | Add +36.0% | 18,837 | $1.6M |
| CWA Asset Management Group, LLC | 0.06% | Add +0.9% | 18,022 | $1.6M |
| Himension Capital (singapore) Pte. LTD. | 0.10% | Reduce -26.2% | 18,007 | $1.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Add +188.0% | 18,006 | $1.6M |
| Penobscot Wealth Management | 0.50% | Add +4.3% | 17,993 | $1.6M |
| Joseph P. Lucia & Associates, LLC | 0.59% | Add +41.4% | 17,982 | $1.6M |
| Freedom Financial Partners LLC | 0.59% | Add +2.6% | 17,895 | $1.6M |
| Evernest Financial Advisors, LLC | 0.44% | Add +0.6% | 17,892 | $1.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +16.0% | 17,872 | $1.6M |
| 1ST Source Bank | 0.08% | Reduce -4.8% | 17,872 | $1.6M |
| J. Goldman & Co LP | 0.06% | New | 17,841 | $1.6M |
| Wexford Capital LP | 0.46% | New | 17,637 | $1.5M |
| Peoples Financial Services Corp. | 0.69% | Add +4.8% | 17,483 | $1.5M |
| Kassira Wealth Management LLC | 1.46% | — | 17,432 | $1.5M |
| Moloney Securities Asset Management, LLC | 0.18% | Add +138.3% | 17,428 | $1.5M |
| Strategic Blueprint, LLC | 0.07% | Reduce -2.9% | 17,367 | $1.5M |
| National Bank of Canada | 0.00% | Reduce -47.6% | 17,221 | $1.5M |
| City Holding Co. | 0.19% | Reduce -2.4% | 17,205 | $1.5M |
| Capital Investment Counsel, LLC | 0.22% | Add +14.3% | 17,087 | $1.5M |
| Uptown Financial Advisors LLC | 1.29% | Add +2.3% | 16,860 | $1.5M |
| Nwam LLC | 0.08% | Reduce -22.7% | 15,941 | $1.5M |
| Samalin Investment Counsel, LLC | 0.50% | Add +0.3% | 16,698 | $1.5M |
| Harbor Investment Advisory, LLC | 0.12% | Reduce -0.1% | 16,501 | $1.4M |
| Crabel Capital Management, LLC | 1.28% | Reduce -48.1% | 16,453 | $1.4M |
| J. Safra Sarasin Holding AG | 0.02% | No change | 16,240 | $1.4M |
| BlueCrest Capital Management Ltd | 0.10% | Reduce -79.2% | 16,144 | $1.4M |
| New Wave Wealth Advisors LLC | 0.55% | Reduce -0.0% | 16,108 | $1.4M |
| Avior Wealth Management, LLC | 0.04% | Add +4.7% | 15,977 | $1.4M |
| 17 Capital Partners, LLC | 0.76% | Add +0.2% | 15,922 | $1.4M |
| Shum Financial Group, Inc. | 1.03% | — | 15,833 | $1.4M |
| Clear Creek Financial Management, LLC | 0.12% | Add +4.0% | 15,826 | $1.4M |
| Principal Securities, Inc. | 0.02% | Add +67.1% | 15,814 | $1.4M |
| Stamos Capital Partners, L.P. | 0.26% | Reduce -39.3% | 15,535 | $1.4M |
| Patriot Investment Management Group, Inc. | 0.09% | No change | 15,519 | $1.4M |
| Diversified Enterprises, LLC | 0.09% | Reduce -3.0% | 15,417 | $1.3M |
| Financial & Tax Architects, LLC | 0.30% | Add +12.0% | 15,344 | $1.3M |
| Alpha Cubed Investments, LLC | 0.05% | Reduce -1.1% | 15,246 | $1.3M |
| Koshinski Asset Management, Inc. | 0.09% | Reduce -7.5% | 15,174 | $1.3M |
| Simplicity Wealth,LLC | 0.08% | Add +32.1% | 15,139 | $1.3M |
| Midwest Trust Co | 0.02% | Reduce -0.9% | 15,117 | $1.3M |
| Lee Danner & Bass Inc. | 0.10% | Reduce -27.6% | 15,105 | $1.3M |
| Capital Advisors, Ltd. LLC | 0.15% | Add +5.8% | 15,086 | $1.3M |
| JBR Co Financial Management Inc | 0.56% | Reduce -13.8% | 15,076 | $1.3M |
| SCS Capital Management LLC | 0.01% | Add +1.6% | 15,017 | $1.3M |
| Sowell Financial Services LLC | 0.05% | Add +3.1% | 14,996 | $1.3M |
| Tocqueville Asset Management L.P. | 0.02% | Add +19.1% | 14,949 | $1.3M |
| Fifth Third Wealth Advisors LLC | 0.05% | Add +0.2% | 14,924 | $1.3M |
| Harrell Investment Partners, LLC | 0.31% | New | 14,914 | $1.3M |
| Sepio Capital, LP | 0.08% | Reduce -0.4% | 14,892 | $1.3M |
| JSF Financial, LLC | 0.29% | Reduce -49.4% | 14,845 | $1.3M |
| GeoWealth Management, LLC | 0.05% | Add +31.9% | 14,820 | $1.3M |
| BBR Partners, LLC | 0.07% | Add +19.1% | 14,794 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Add +43.7% | 14,682 | $1.3M |
| WJ Financial Advisors LLC | 1.24% | — | 14,677 | $1.3M |
| NewEdge Wealth, LLC | 0.02% | Add +3.4% | 14,293 | $1.3M |
| Arete Wealth Advisors, LLC | 0.08% | Reduce -17.3% | 14,496 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +48.1% | 14,409 | $1.3M |
| WealthShield Partners, LLC | 0.14% | No change | 14,356 | $1.3M |
| Cladis Investment Advisory, LLC | 0.72% | Add +3.8% | 14,329 | $1.2M |
| Granite Harbor Advisors, Inc. | 0.52% | Reduce -4.4% | 14,243 | $1.2M |
| St. Nicholas Private Asset Management, Inc. | 1.08% | No change | 14,220 | $1.2M |
| Keel Point, LLC | 0.08% | Add +30.3% | 14,196 | $1.2M |
| Kovack Advisors, Inc. | 0.12% | Add +2.7% | 14,189 | $1.2M |
| AmeriServ Wealth Advisors | 0.62% | Reduce -1.3% | 14,181 | $1.2M |
| Fourth Dimension Wealth, LLC | 0.47% | Add +3.5% | 14,172 | $1.2M |
| Arkfeld Wealth Strategies, L.L.C. | 0.45% | No change | 13,839 | $1.2M |
| Pine Valley Investments Ltd Liability Co | 0.06% | Add +6.8% | 14,080 | $1.2M |
| Country Club Bank | 0.07% | Add +0.9% | 14,059 | $1.2M |
| Orrstown Financial Services Inc. | 0.21% | Add +7.7% | 14,010 | $1.2M |
| Essex LLC | 0.22% | Add +2.8% | 13,952 | $1.2M |
| Wincap Financial LLC | 0.84% | Add +3.6% | 13,887 | $1.2M |
| World Investment Advisors | 0.02% | Reduce -13.3% | 13,617 | $1.2M |
| Sykon Capital LLC | 0.40% | New | 13,596 | $1.2M |
| Marshall Investment Management, LLC | 0.62% | New | 13,476 | $1.2M |
| Resonant Capital Advisors, LLC | 0.07% | No change | 13,465 | $1.2M |
| Sage Capital Management, LLC | 0.52% | Add +0.5% | 13,365 | $1.2M |
| Private Wealth Group, LLC | 0.58% | Reduce -3.4% | 13,361 | $1.2M |
| Credit Agricole S A | 0.00% | — | 13,290 | $1.2M |
| Telos Capital Management, Inc. | 0.11% | Reduce -0.6% | 13,245 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -2.7% | 13,202 | $1.2M |
| Wealthspire Retirement, LLC | 0.07% | Add +32.0% | 13,180 | $1.1M |
| Spinnaker Investment Group, LLC | 0.22% | Add +35.0% | 13,132 | $1.1M |
| Shulman DeMeo Asset Management LLC | 0.26% | Reduce -0.5% | 13,107 | $1.1M |
| Terra Nova Asset Management LLC | 0.72% | Add +6.1% | 13,086 | $1.1M |
| Creekside Partners | 0.50% | Reduce -1.4% | 13,021 | $1.1M |
| Verdence Capital Advisors LLC | 0.07% | Add +372.2% | 12,371 | $1.1M |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +5.2% | 12,969 | $1.1M |
| Primoris Wealth Advisors, LLC | 0.72% | Reduce -13.1% | 12,926 | $1.1M |
| CWC Advisors, LLC. | 0.55% | Add +3.3% | 12,863 | $1.1M |
| International Assets Investment Management, LLC | 0.09% | Reduce -0.3% | 13,668 | $1.1M |
| Waldron Private Wealth LLC | 0.05% | No change | 12,789 | $1.1M |
| Solutions 4 Wealth, Ltd | 1.72% | Add +0.3% | 12,734 | $1.1M |
| Flagship Private Wealth, LLC | 0.45% | Add +141.2% | 12,724 | $1.1M |
| Trust Co | 0.11% | Add +10.6% | 12,671 | $1.1M |
| Pettyjohn, Wood & White, Inc. | 0.18% | Reduce -0.8% | 12,602 | $1.1M |
| First Trust Advisors LP | 0.00% | Reduce -53.6% | 12,579 | $1.1M |
| L.M. Kohn & Company | 1.32% | Add +3.1% | 12,565 | $1.1M |
| Alamea Verwaltungs GmbH | 0.74% | No change | 12,500 | $1.1M |
| Nvest Financial, LLC | 0.63% | Reduce -19.6% | 12,493 | $1.1M |
| Quantum Portfolio Management LLC | 0.32% | Add +141.1% | 12,358 | $1.1M |
| Ssi Investment Management LLC | 0.41% | No change | 12,300 | $1.1M |
| Diversify Advisory Services, LLC | 0.04% | Reduce -3.7% | 11,977 | $1.1M |
| Allred Capital Management, LLC | 0.37% | Reduce -15.6% | 12,129 | $1.1M |
| Montecito Bank & Trust | 0.16% | — | 12,040 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Add +30.1% | 12,030 | $1.0M |
| Yakira Capital Management, Inc. | 0.39% | New | 12,013 | $1.0M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -68.1% | 12,006 | $1.0M |
| Allie Family Office LLC | 0.50% | Reduce -7.5% | 11,990 | $1.0M |
| Afg Fiduciary Services Limited Partnership | 0.61% | Reduce -14.5% | 11,839 | $1.0M |
| Howard Capital Management, LLC | 0.01% | Reduce -2.6% | 11,945 | $1.0M |
| HBW Advisory Services LLC | 0.12% | Add +10.2% | 11,943 | $1.0M |
| Purus Wealth Management, LLC | 0.33% | Add +0.7% | 11,902 | $1.0M |
| Triangle Securities Wealth Management | 0.23% | Add +16.5% | 11,897 | $1.0M |
| Rock Point Advisors, LLC | 0.27% | Reduce -11.5% | 11,884 | $1.0M |
| Councilor Wealth, LLC | 0.48% | Reduce -0.1% | 11,862 | $1.0M |
| Visionary Wealth Advisors | 0.05% | Add +68.3% | 11,854 | $1.0M |
| CRA Financial Services, LLC | 0.14% | Reduce -2.7% | 11,758 | $1.0M |
| Regions Financial Corp. | 0.01% | Reduce -13.3% | 11,755 | $1.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -3.3% | 11,675 | $1.0M |
| Cresset Asset Management, LLC | 0.00% | Add +2.7% | 11,654 | $1.0M |
| Cypress Capital Group | 0.12% | No change | 11,634 | $1.0M |
| Jackson, Grant Investment Advisers, Inc. | 0.34% | Add +0.3% | 11,586 | $1.0M |
| Platform Technology Partners | 0.24% | Add +6.4% | 11,580 | $1.0M |
| Mezzasalma Advisors, LLC | 0.26% | New | 11,574 | $1.0M |
| Turn8 Private Wealth Inc. | 0.72% | Reduce -1.6% | 11,517 | $1.0M |
| First Horizon Corp. | 0.05% | — | 11,467 | $1.0M |
| Apexium Financial, LP | 0.05% | Reduce -2.0% | 11,420 | $996K |
| Counterweight Ventures, LLC | 0.58% | Reduce -45.0% | 11,363 | $991K |
| Adapt Wealth Advisors, LLC | 0.37% | Reduce -8.6% | 11,342 | $989K |
| Stone Summit Wealth LLC | 0.28% | Reduce -3.8% | 11,260 | $982K |
| PCG Asset Management, LLC | 0.79% | Reduce -2.0% | 11,227 | $979K |
| Neuberger Berman Group LLC | 0.00% | Add +10.0% | 11,191 | $976K |
| Heritage Wealth Advisors | 0.04% | Reduce -7.3% | 11,162 | $973K |
| Narwhal Capital Management | 0.07% | Reduce -5.6% | 11,155 | $973K |
| Mirador Capital Partners LP | 0.14% | Reduce -2.8% | 11,087 | $967K |
| Meridian Financial Advisors, LLC | 0.54% | Add +6.2% | 11,051 | $964K |
| Wesbanco Bank Inc. | 0.03% | Add +1.3% | 11,000 | $959K |
| Bfsg, LLC | 0.09% | Reduce -3.7% | 10,988 | $958K |
| Advyzon Investment Management, LLC | 0.16% | Reduce -41.9% | 10,971 | $957K |
| Chesapeake Wealth Management | 0.29% | Add +2.5% | 10,953 | $955K |
| Investment House LLC | 0.05% | No change | 10,900 | $951K |
| Lynx Investment Advisory | 0.57% | Reduce -12.8% | 10,897 | $950K |
| Abbot Financial Management, Inc. | 0.40% | No change | 10,775 | $940K |
| Camelot Technology Advisors, Inc. | 0.75% | Add +0.5% | 10,668 | $930K |
| Lanark Financial, Inc. | 0.07% | Add +0.2% | 10,603 | $925K |
| Sava Infond d.o.o. | 0.13% | No change | 10,600 | $924K |
| PSI Advisors, LLC | 0.24% | Reduce -1.7% | 10,575 | $922K |
| GM Advisory Group, LLC | 0.04% | Add +64.3% | 10,575 | $922K |
| Boltwood Capital Management | 0.24% | Add +1.1% | 10,531 | $918K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Add +1.1% | 10,521 | $918K |
| Bramshill Investments, LLC | 0.06% | Reduce -40.0% | 10,500 | $916K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +40.4% | 10,494 | $915K |
| Circle Wealth Management, LLC | 0.02% | Add +76.3% | 10,472 | $913K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -5.5% | 10,011 | $902K |
| CMG Global Holdings, LLC | 0.44% | Add +1.2% | 9,675 | $899K |
| Silverlake Wealth Management LLC | 0.22% | Reduce -7.8% | 10,246 | $894K |
| Powell Investment Advisors, LLC | 0.31% | No change | 10,215 | $891K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -18.7% | 10,205 | $890K |
| Concentrum Wealth Management | 0.26% | Add +198.8% | 10,188 | $888K |
| Arrow Financial Corp | 0.09% | Reduce -12.5% | 10,162 | $886K |
| Provida Pension Fund Administrator | 0.02% | No change | 10,143 | $885K |
| Texas Yale Capital Corp. | 0.03% | No change | 10,075 | $879K |
| O'ROURKE & COMPANY, Inc | 0.37% | Add +3.5% | 10,047 | $876K |
| Horizon Financial Services, LLC | 0.42% | Add +6.3% | 10,029 | $875K |
| Luminist Capital LLC | 0.77% | Reduce -0.4% | 9,923 | $874K |
| David J Yvars Group | 0.47% | Reduce -0.1% | 10,019 | $873K |
| Destiny Capital Corp | 0.47% | No change | 9,986 | $871K |
| McGlone Suttner Wealth Management, Inc. | 0.12% | Add +0.1% | 9,942 | $867K |
| Family Investment Center, Inc. | 0.18% | Add +58.9% | 9,933 | $866K |
| Calton & Associates, Inc. | 0.13% | Add +11.8% | 9,882 | $862K |
| OneAscent Financial Services LLC | 0.06% | Reduce -16.1% | 9,852 | $859K |
| KW Wealth Management LLC | 1.46% | — | 9,844 | $859K |
| Objective Capital Management, LLC | 0.89% | Add +0.3% | 9,841 | $858K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.14% | Reduce -1.5% | 9,813 | $856K |
| Summit Financial Consulting LLC | 0.68% | Add +53.9% | 9,730 | $849K |
| Tradition Wealth Management, LLC | 0.06% | Add +0.1% | 9,713 | $847K |
| Farmers Trust Co. | 0.14% | Reduce -5.8% | 9,650 | $842K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 9,564 | $834K |
| Disciplined Investors, L.L.C. | 0.59% | Reduce -0.2% | 9,552 | $833K |
| Dumont & Blake Investment Advisors LLC | 0.20% | Reduce -1.6% | 9,500 | $828K |
| E&G Advisors, LLC | 0.19% | Add +68.7% | 9,457 | $825K |
| Salem Investment Counselors Inc. | 0.02% | No change | 9,397 | $820K |
| Noesis Capital Mangement Corp. | 0.13% | Reduce -6.2% | 9,370 | $817K |
| Burford Brothers, Inc. | 0.35% | Add +2.7% | 9,351 | $816K |
| Ashton Thomas Securities, LLC | 0.11% | Add +86.6% | 9,329 | $814K |
| 3EDGE Asset Management, LP | 0.05% | Reduce -2.3% | 9,289 | $809K |
| American Alpha Advisors, LLC | 0.58% | Add +70.9% | 9,261 | $808K |
| United Asset Strategies, Inc. | 0.06% | Reduce -5.1% | 9,231 | $805K |
| Cooksen Wealth, LLC | 0.60% | Add +6.5% | 9,159 | $799K |
| John Boyer, Inc. | 0.79% | — | 9,139 | $797K |
| Stolper Co | 0.24% | Reduce -0.1% | 9,131 | $796K |
| Monetary Management Group Inc. | 0.18% | Reduce -0.3% | 9,102 | $794K |
| Compound Planning, Inc. | 0.03% | Reduce -28.7% | 9,050 | $789K |
| Onyx Bridge Wealth Group LLC | 0.09% | Reduce -36.0% | 9,046 | $789K |
| Stock Yards Bank & Trust Co. | 0.02% | Add +1.1% | 9,007 | $786K |
| Moulton Wealth Management, Inc. | 0.57% | Reduce -51.8% | 8,972 | $782K |
| Quartz Partners, LLC | 0.28% | New | 8,961 | $782K |
| Jackson Hole Capital Partners, LLC | 0.13% | Reduce -0.1% | 8,941 | $780K |
| Cornerstone National Bank & Trust Co | 0.32% | Add +0.7% | 8,933 | $779K |
| White Pine Capital LLC | 0.22% | Reduce -0.2% | 8,932 | $779K |
| MWA Asset Management | 0.43% | Add +1.4% | 8,930 | $779K |
| Wealthspire Advisors, LLC | 0.00% | Add +6.7% | 8,928 | $779K |
| Capital Analysts, LLC | 0.02% | Add +0.2% | 8,867 | $774K |
| Hills Bank & Trust Co | 0.05% | Reduce -9.8% | 8,848 | $772K |
| Sovran Advisors, LLC | 0.07% | Add +8.8% | 8,590 | $771K |
| Personal Cfo Solutions, LLC | 0.13% | Reduce -23.4% | 8,811 | $768K |
| Creative Financial Designs Inc. | 0.05% | Add +112.8% | 8,806 | $768K |
| Eldridge Investment Advisors, Inc. | 0.17% | Add +3.9% | 8,800 | $767K |
| Cushing Capital Partners, LLC | 0.60% | Reduce -0.3% | 8,792 | $767K |
| Vigilare Wealth Management | 0.27% | Add +14.8% | 8,792 | $767K |
| Matthew Goff Investment Advisor, LLC | 0.13% | Add +5.2% | 8,767 | $765K |
| Narus Financial Partners, LLC | 0.21% | Reduce -2.0% | 8,758 | $764K |
| Centennial Bank | 0.30% | Reduce -9.7% | 8,734 | $762K |
| Bluespring Wealth Management, LLC | 0.07% | Reduce -0.3% | 8,705 | $759K |
| M3 Advisory Group, LLC | 0.47% | Add +0.9% | 8,670 | $756K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +23.0% | 8,667 | $756K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 8,659 | $755K |
| Continuum Advisory, LLC | 0.08% | Add +21.2% | 8,632 | $753K |
| MontVue Capital Management, Inc. | 0.50% | Reduce -3.4% | 8,630 | $753K |
| Smith Thornton Advisors LLC | 0.39% | No change | 8,598 | $750K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -81.1% | 8,536 | $744K |
| Kessler Investment Group, LLC | 0.32% | Add +20033.3% | 8,456 | $737K |
| Franklin Resources Inc. | 0.00% | Reduce -0.7% | 8,453 | $737K |
| One Capital Management, LLC | 0.02% | Reduce -8.2% | 8,416 | $734K |
| Compagnie Lombard Odier SCmA | 0.01% | Add +12.8% | 8,350 | $728K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -3.0% | 8,320 | $726K |
| Rothschild Investment LLC | 0.04% | Reduce -1.0% | 8,320 | $726K |
| Visionary Horizons, LLC | 0.41% | Add +63.5% | 8,310 | $725K |
| Marathon Trading Investment Management LLC | 0.31% | New | 8,300 | $724K |
| First National Bank of Hutchinson | 0.38% | No change | 8,174 | $713K |
| FineMark National Bank & Trust | 0.02% | Reduce -1.8% | 8,130 | $709K |
| Dearborn Partners LLC | 0.03% | Add +2.5% | 8,100 | $706K |
| Patton Albertson Miller Group, LLC | 0.09% | Reduce -17.0% | 8,076 | $704K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.34% | Reduce -65.2% | 8,000 | $698K |
| Verde Servicos Internacionais S.A. | 0.20% | New | 8,000 | $698K |
| Mount Lucas Management LP | 0.31% | Add +2.6% | 7,998 | $698K |
| Manchester Capital Management LLC | 0.09% | No change | 7,984 | $696K |
| Claro Advisors Inc. | 0.10% | Add +6.2% | 7,974 | $695K |
| Madden Advisory Services, Inc. | 0.29% | Add +2.5% | 7,972 | $695K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -6.7% | 7,898 | $689K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -0.4% | 7,897 | $689K |
| Stonebridge Financial Planning Group, LLC | 0.26% | Add +94.2% | 7,849 | $685K |
| Sovereign Financial Group, Inc. | 0.13% | Reduce -1.1% | 7,778 | $678K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -61.7% | 7,654 | $668K |
| Tyche Wealth Partners LLC | 0.12% | Reduce -0.6% | 7,647 | $667K |
| 10Elms LLP | 0.69% | Reduce -0.4% | 7,638 | $666K |
| Verition Fund Management LLC | 0.00% | New | 7,608 | $663K |
| Nalls Sherbakoff Group, LLC | 0.45% | Add +0.1% | 7,563 | $660K |
| Novare Capital Management LLC | 0.05% | Add +86.3% | 7,528 | $657K |
| III Capital Management | 0.17% | Add +87.5% | 7,500 | $654K |
| Ahl Investment Management, Inc. | 0.45% | Reduce -4.5% | 7,497 | $654K |
| Strait & Sound Wealth Management LLC | 0.25% | Reduce -3.4% | 7,447 | $649K |
| Fulcrum Equity Management | 0.66% | Reduce -52.1% | 7,438 | $649K |
| Nvwm, LLC | 0.15% | Reduce -1.0% | 7,434 | $648K |
| Two Sigma Securities, LLC | 0.10% | Reduce -35.9% | 7,424 | $647K |
| Windsor Capital Management, LLC | 0.18% | Reduce -0.9% | 7,421 | $647K |
| Seaview Investment Managers LLC | 0.24% | Reduce -8.9% | 7,362 | $642K |
| WealthTrust Axiom LLC | 0.17% | Reduce -0.0% | 7,361 | $642K |
| Debussy Capital Management LP | 0.09% | Reduce -3.9% | 7,351 | $641K |
| Verus Capital Partners, LLC | 0.05% | Reduce -5.4% | 7,304 | $637K |
| Clare Market Investments LLC | 0.13% | Add +21.1% | 7,295 | $636K |
| TrueWealth Advisors, LLC | 0.17% | Add +3.9% | 7,272 | $634K |
| KKM Financial LLC | 0.20% | Add +113.2% | 7,171 | $625K |
| Moneco Advisors, LLC | 0.05% | Add +1.5% | 7,168 | $625K |
| Betterment LLC | 0.00% | Reduce -10.1% | 7,151 | $624K |
| FWL Investment Management, LLC | 0.16% | Add +22.8% | 7,113 | $620K |
| Chemistry Wealth Management LLC | 0.12% | No change | 7,109 | $620K |
| Sageworth Trust Co | 0.03% | Add +13.6% | 7,100 | $619K |
| Gateway Wealth Partners, LLC | 0.08% | Add +3.9% | 7,074 | $617K |
| McAdam, LLC | 0.03% | Add +0.0% | 7,069 | $617K |
| John G Ullman & Associates Inc. | 0.08% | No change | 7,057 | $615K |
| V2 Financial group LLC | 0.34% | Add +3.2% | 7,040 | $614K |
| Institute for Wealth Management, LLC. | 0.06% | Add +22.4% | 7,034 | $613K |
| Oakworth Capital, Inc. | 0.04% | No change | 6,987 | $609K |
| Perennial Investment Advisors, LLC | 0.05% | Add +66.6% | 6,970 | $608K |
| Mach-1 Financial Group, LLC | 0.10% | New | 6,900 | $602K |
| Integrity Advisory Solutions, LLC | 0.10% | — | 6,900 | $602K |
| Evanson Asset Management, LLC | 0.03% | Add +142.2% | 6,887 | $601K |
| True Vision MN LLC | 0.31% | New | 6,847 | $597K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -11.8% | 6,845 | $597K |
| Paradigm, Strategies in Wealth Management, LLC | 0.38% | Add +0.1% | 6,830 | $596K |
| Ritholtz Wealth Management | 0.01% | Add +51.4% | 6,711 | $585K |
| Tandem Wealth Advisors LLC | 0.28% | Add +23.5% | 6,696 | $584K |
| Bailard, Inc. | 0.01% | No change | 6,684 | $583K |
| Fort Sheridan Advisors LLC | 0.08% | No change | 6,679 | $582K |
| NFSG Corp | 0.09% | Reduce -9.8% | 6,658 | $581K |
| Westover Capital Advisors, LLC | 0.11% | No change | 6,600 | $576K |
| Avaii Wealth Management, LLC | 0.22% | New | 6,587 | $574K |
| ARS Investment Partners, LLC | 0.04% | Add +16.5% | 6,580 | $574K |
| Colony Family Offices, LLC | 0.15% | No change | 6,550 | $571K |
| Talisman Wealth Advisors LLC | 0.47% | Add +10.2% | 6,546 | $571K |
| Freedom Investment Management, Inc. | 0.15% | Reduce -58.9% | 6,505 | $567K |
| Redwood Financial Network Corp | 0.36% | Add +1.5% | 6,486 | $566K |
| AlTi Global, Inc. | 0.01% | New | 6,475 | $565K |
| Maple Capital Management, Inc. | 0.04% | Reduce -0.9% | 6,442 | $562K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -93.2% | 6,395 | $558K |
| Lumbard & Kellner, LLC | 0.20% | Add +33.1% | 6,378 | $556K |
| Contravisory Investment Management, Inc. | 0.11% | Reduce -12.7% | 6,354 | $554K |
| Patten Group, Inc. | 0.11% | Add +6.8% | 6,326 | $552K |
| White Pine Investment CO | 0.13% | Add +8.1% | 6,270 | $547K |
| Cherry Tree Wealth Management, LLC | 0.12% | No change | 6,271 | $547K |
| Apollon Financial, LLC | 0.09% | Add +2.2% | 6,269 | $547K |
| Thrive Capital Management, LLC | 0.14% | Add +0.0% | 6,246 | $545K |
| Keebeck Wealth Management | 0.06% | Reduce -5.0% | 6,246 | $545K |
| American Trust | 0.05% | Add +146.6% | 6,243 | $544K |
| First Citizens Bank & Trust Co. | 0.01% | Add +19.5% | 6,214 | $542K |
| Argent Trust Co | 0.02% | Add +93.1% | 6,209 | $541K |
| Constitution Capital LLC | 0.25% | Reduce -0.8% | 6,194 | $540K |
| VCI Wealth Management LLC | 0.16% | Reduce -9.9% | 6,155 | $537K |
| Cutler Investment Counsel LLC | 0.06% | Reduce -3.2% | 6,119 | $534K |
| Financially Speaking Inc | 0.35% | New | 6,063 | $529K |
| J2 Capital Management Inc | 0.40% | Reduce -19.8% | 6,027 | $526K |
| XTX Topco Ltd | 0.03% | New | 6,012 | $524K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.6% | 6,010 | $524K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +2.4% | 6,006 | $524K |
| Jacobi Capital Management LLC | 0.03% | Reduce -0.2% | 5,996 | $523K |
| CAP Partners, LLC | 0.30% | Add +5.4% | 5,977 | $521K |
| Axis Wealth Partners, LLC | 0.30% | Reduce -0.4% | 5,945 | $518K |
| JB Capital LLC | 0.02% | Add +21.4% | 5,915 | $516K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -29.5% | 5,882 | $513K |
| Birchcreek Wealth Management, LLC | 0.26% | Add +37.0% | 5,879 | $513K |
| Thomasville National Bank | 0.03% | Add +4.9% | 5,864 | $511K |
| Advisors Preferred, LLC | 0.08% | New | 5,800 | $511K |
| Capital Square, LLC | 0.26% | Reduce -6.5% | 5,846 | $510K |
| Willis Johnson & Associates, Inc. | 0.03% | New | 5,839 | $509K |
| Comprehensive Financial Planning, Inc. | 0.35% | Add +14.7% | 5,828 | $508K |
| Planning Directions Inc. | 0.26% | Reduce -4.1% | 5,797 | $506K |
| Navis Wealth Advisors, LLC | 0.38% | Add +2.1% | 5,774 | $504K |
| Spreng Capital Management, Inc. | 0.21% | Add +18.5% | 5,772 | $503K |
| Lion Street Advisors, LLC | 0.17% | Reduce -5.2% | 7,501 | $502K |
| McDaniel Terry & Co. | 0.04% | No change | 5,744 | $501K |
| Vident Advisory, LLC | 0.00% | New | 5,734 | $500K |
| SMART Wealth LLC | 0.19% | Reduce -91.3% | 5,705 | $498K |
| Okabena Investment Services Inc. | 0.10% | Add +2.1% | 5,702 | $497K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +9.3% | 5,692 | $496K |
| Fortem Financial Group, LLC | 0.14% | Add +53.3% | 5,678 | $495K |
| Retirement Planning Co of New England, Inc. | 0.20% | Reduce -1.0% | 5,676 | $495K |
| Bank of Marin | 0.35% | Reduce -8.9% | 5,662 | $494K |
| Summit Wealth Partners, LLC | 0.09% | Add +6.4% | 5,641 | $492K |
| RiverFront Investment Group, LLC | 0.01% | Reduce -10.2% | 5,638 | $492K |
| Fulton Bank, N.A. | 0.02% | Add +27.4% | 5,633 | $491K |
| Strategic Financial Concepts, LLC | 0.07% | Reduce -27.5% | 5,616 | $490K |
| LexAurum Advisors, LLC | 0.07% | Add +4.3% | 5,598 | $488K |
| James Investment Research, Inc. | 0.05% | No change | 5,566 | $485K |
| Taylor & Morgan Wealth Management, LLC | 0.30% | Add +0.7% | 5,563 | $485K |
| KG Capital Management | 0.13% | Reduce -2.6% | 5,558 | $485K |
| Smith, Moore & Co. | 0.04% | Add +35.1% | 5,538 | $483K |
| SBI Securities Co., Ltd. | 0.01% | Add +16.3% | 5,534 | $483K |
| Brighton Jones LLC | 0.01% | Add +20.9% | 5,525 | $482K |
| Dana Investment Advisors, Inc. | 0.01% | Add +80.6% | 5,523 | $482K |
| Barry Investment Advisors, LLC | 0.11% | Reduce -7.8% | 5,453 | $476K |
| Reliant Investment Partners, LLC | 0.37% | Reduce -0.2% | 5,310 | $472K |
| Solitude Financial Services | 0.16% | Reduce -1.1% | 5,380 | $469K |
| Clifford Swan Investment Counsel LLC | 0.02% | Add +17.1% | 5,289 | $461K |
| Occidental Asset Management, LLC | 0.06% | Add +31.5% | 5,280 | $460K |
| NovaPoint Capital, LLC | 0.11% | New | 5,266 | $459K |
| Legacy Capital Wealth Partners, LLC | 0.10% | Add +2.7% | 5,263 | $459K |
| Curat Global, LLC | 0.43% | Reduce -0.7% | 5,261 | $458K |
| Strategic Advisors LLC | 0.07% | No change | 5,233 | $456K |
| ABLE Financial Group, LLC | 0.10% | Add +2.7% | 5,220 | $455K |
| Hickory Point Bank & Trust | 0.34% | No change | 5,198 | $453K |
| McCarter Private Wealth Services LLC | 0.23% | New | 5,175 | $451K |
| First Manhattan Co. Llc. | 0.00% | Reduce -27.1% | 5,168 | $451K |
| Spinnaker Trust | 0.02% | No change | 5,155 | $450K |
| Myecfo, LLC | 0.20% | Reduce -16.3% | 5,140 | $448K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -12.7% | 5,137 | $448K |
| RIA Advisory Group LLC | 0.12% | Reduce -5.1% | 5,118 | $446K |
| Marex Group Ltd | 0.01% | New | 5,094 | $444K |
| Simon Quick Advisors, LLC | 0.02% | Add +26.0% | 5,086 | $444K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +7.0% | 5,082 | $443K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | No change | 5,062 | $441K |
| Exit Wealth Advisors, LLC. | 0.29% | — | 5,051 | $441K |
| Diligent Investors, LLC | 0.11% | No change | 5,034 | $439K |
| Daymark Wealth Partners, LLC | 0.01% | New | 5,016 | $437K |
| Tranquility Partners, LLC | 0.15% | Reduce -14.3% | 4,983 | $435K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +14.1% | 4,982 | $435K |
| Spirit of America Management Corp. | 0.09% | Add +1.8% | 4,907 | $432K |
| Mascagni Wealth Management, Inc. | 0.33% | Reduce -3.0% | 4,942 | $431K |
| Wedmont Private Capital | 0.02% | Add +72.5% | 4,770 | $430K |
| Hazlett, Burt & Watson, Inc. | 0.15% | Add +0.0% | 4,936 | $430K |
| Clientfirst Wealth Management, LLC | 0.34% | No change | 4,924 | $429K |
| Argyle Capital Partners, LLC | 0.31% | Add +85.8% | 4,923 | $429K |
| Peoples Bank | 0.43% | Reduce -34.3% | 4,922 | $429K |
| Fiduciary Trust Co | 0.00% | Reduce -1.3% | 4,921 | $429K |
| Mitchell McLeod Pugh & Williams Inc. | 0.07% | Add +0.0% | 4,748 | $428K |
| 626 Financial, LLC | 0.19% | No change | 4,902 | $428K |
| Iron Gate Global Advisors LLC | 0.04% | No change | 4,898 | $427K |
| 4WEALTH Advisors, Inc. | 0.39% | Reduce -7.7% | 4,893 | $427K |
| Maripau Wealth Management LLC | 0.21% | Add +38.7% | 4,864 | $424K |
| Phillips Wealth Planners LLC | 0.35% | New | 4,721 | $424K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -0.1% | 4,847 | $423K |
| Nicolet Bankshares Inc. | 0.07% | No change | 4,826 | $421K |
| LJI Wealth Management, LLC | 0.07% | No change | 4,825 | $421K |
| Founders Financial Alliance, LLC | 0.08% | Add +61.9% | 4,822 | $421K |
| Interchange Capital Partners, LLC | 0.08% | Reduce -1.0% | 4,806 | $419K |
| Sequent Asset Management, LLC | 0.20% | No change | 4,789 | $418K |
| Summit Wealth Group LLC / Co. | 0.04% | New | 4,499 | $416K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 4,742 | $414K |
| JFS Wealth Advisors, LLC | 0.02% | Add +322.4% | 4,739 | $413K |
| Ieq Capital, LLC | 0.00% | Add +20.2% | 4,719 | $412K |
| APS Management Group, Inc. | 0.36% | — | 4,713 | $411K |
| Pittenger & Anderson Inc. | 0.01% | Add +4.2% | 4,690 | $409K |
| Avantax Planning Partners, Inc. | 0.01% | Add +4.1% | 4,657 | $406K |
| Crescent Grove Advisors, LLC | 0.04% | Add +0.2% | 4,646 | $405K |
| Acorns Advisers, LLC | 0.00% | Add +30.6% | 4,646 | $405K |
| Strategic Wealth Partners, Ltd. | 0.03% | No change | 4,642 | $405K |
| Hobbs Group Advisors, LLC | 0.13% | Add +0.1% | 4,618 | $403K |
| Fisher Asset Management | 0.00% | Add +5.8% | 4,607 | $402K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.60% | New | 4,600 | $401K |
| Keystone Wealth Services, LLC | 0.09% | Reduce -64.3% | 4,595 | $401K |
| Plimoth Trust Co. LLC | 0.09% | Add +0.3% | 4,588 | $400K |
| UNIVEST FINANCIAL Corp | 0.02% | Reduce -4.5% | 4,585 | $400K |
| Melone Private Wealth, LLC | 0.18% | New | 4,584 | $400K |
| GK Wealth Management LLC | 0.30% | Add +2.1% | 4,569 | $399K |
| Turtle Creek Wealth Advisors, LLC | 0.04% | New | 4,562 | $398K |
| Agate Pass Investment Management, LLC | 0.15% | Add +4.7% | 4,526 | $395K |
| Amica Retiree Medical Trust | 0.54% | No change | 4,517 | $394K |
| Grey Ledge Advisors, LLC | 0.09% | Reduce -5.4% | 4,505 | $393K |
| Donald L. Hagan, LLC | 0.19% | New | 4,479 | $391K |
| Clearstead Advisors, LLC | 0.01% | Reduce -26.1% | 4,476 | $390K |
| Purkiss Capital Advisors LLC | 0.19% | Add +14.7% | 4,469 | $390K |
| Security Financial Services, INC. | 0.06% | New | 4,454 | $388K |
| BLB&B Advisors, LLC | 0.02% | Add +2.0% | 4,430 | $386K |
| PMG Wealth Management, Inc. | 0.29% | No change | 4,400 | $386K |
| Highline Wealth Partners LLC | 0.10% | Add +39.5% | 4,412 | $385K |
| University of Texas/Texas Am Investment Management Co. | 0.06% | Add +0.3% | 4,390 | $383K |
| Glen Eagle Advisors, LLC | 0.05% | Add +16.3% | 4,385 | $382K |
| SVB Wealth LLC | 0.02% | Reduce -1.6% | 4,369 | $381K |
| Signet Financial Management, LLC | 0.04% | Reduce -9.8% | 4,366 | $381K |
| Guardian Asset Advisors, LLC | 0.20% | Add +2.5% | 4,362 | $380K |
| WESPAC Advisors, LLC | 0.22% | Reduce -64.4% | 4,357 | $380K |
| GWN Securities Inc. | 0.09% | Reduce -51.7% | 4,342 | $380K |
| Composition Wealth, LLC | 0.01% | Reduce -12.1% | 4,348 | $379K |
| Ancora Advisors LLC | 0.01% | Reduce -2.4% | 4,344 | $379K |
| Benchmark Financial Wealth Advisors, LLC | 0.11% | Add +39.4% | 4,343 | $379K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +2408.7% | 4,340 | $379K |
| Mma Asset Management LLC | 0.13% | Reduce -5.4% | 4,331 | $378K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -25.0% | 4,315 | $376K |
| Hansen & Associates Financial Group, Inc. | 0.16% | New | 4,170 | $374K |
| Fiduciary Alliance LLC | 0.03% | Add +0.2% | 4,284 | $374K |
| Discipline Wealth Solutions, LLC | 0.10% | Add +7.8% | 4,280 | $373K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -70.3% | 4,272 | $373K |
| Cornerstone Advisory, LLC | 0.04% | Add +34.3% | 4,265 | $372K |
| Iyo Bank, Ltd. | 0.14% | No change | 4,252 | $371K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -52.8% | 4,245 | $370K |
| Quadrant Private Wealth Management, LLC | 0.07% | Reduce -1.9% | 4,228 | $369K |
| Tolleson Wealth Management, Inc. | 0.06% | No change | 4,213 | $367K |
| Mathes Company, Inc. | 0.13% | No change | 4,200 | $366K |
| Steinberganna Wealth Management | 0.17% | — | 4,192 | $366K |
| Sound Income Strategies, LLC | 0.02% | Reduce -13.4% | 4,007 | $363K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 4,160 | $363K |
| HSBC Holdings PLC | 0.00% | Reduce -30.4% | 4,168 | $363K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -7.9% | 4,133 | $360K |
| Lodestone Wealth Management LLC | 0.16% | Add +7.4% | 4,128 | $360K |
| World Equity Group, Inc. | 0.08% | Reduce -57.0% | 4,087 | $356K |
| Point72 Asset Management | 0.00% | Reduce -84.8% | 4,086 | $356K |
| Caldwell Trust Co | 0.03% | Add +24.6% | 4,050 | $353K |
| Measured Risk Portfolios, Inc. | 0.38% | Reduce -1.1% | 4,048 | $353K |
| Bangor Savings Bank | 0.03% | Reduce -12.9% | 4,047 | $353K |
| Kanawha Capital Management LLC | 0.02% | No change | 4,044 | $353K |
| Invst, LLC | 0.04% | Add +15.1% | 4,041 | $352K |
| Dynamic Wealth Strategies, LLC | 0.23% | Reduce -23.1% | 4,032 | $352K |
| Nicolet Advisory Services, LLC | 0.03% | Add +0.1% | 3,881 | $350K |
| FPC Investment Advisory, Inc. | 0.21% | Reduce -22.5% | 3,993 | $348K |
| Elm Partners Management LLC | 0.02% | Add +21.2% | 3,966 | $346K |
| First United Bank & Trust | 0.11% | Reduce -6.9% | 3,962 | $346K |
| Consolidated Portfolio Review Corp | 0.04% | Reduce -14.2% | 3,954 | $345K |
| First Business Financial Services, Inc. | 0.03% | No change | 3,952 | $345K |
| High Falls Advisors, Inc | 0.07% | Reduce -16.9% | 3,949 | $344K |
| Axim Planning & Wealth | 0.27% | New | 3,948 | $344K |
| First Financial Group Corp | 0.30% | Add +4.5% | 3,939 | $344K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +23.7% | 3,884 | $342K |
| Successful Portfolios LLC | 0.20% | Reduce -5.6% | 3,924 | $342K |
| All Terrain Financial Advisors, LLC | 0.11% | Reduce -5.8% | 3,920 | $342K |
| Capital Management Associates, Inc | 0.09% | Add +19.0% | 3,910 | $341K |
| Demars Financial Group, LLC | 0.12% | Reduce -2.2% | 3,899 | $340K |
| Christensen, King & Associates Investment Services, Inc. | 0.15% | Reduce -1.5% | 3,892 | $339K |
| Triad Wealth Partners, LLC | 0.04% | Add +32.6% | 3,890 | $339K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -8.3% | 3,808 | $339K |
| Romano Brothers and Company | 0.04% | Add +0.0% | 3,864 | $337K |
| Sequent Planning LLC | 0.10% | New | 3,862 | $337K |
| Balefire, LLC | 0.07% | Reduce -49.2% | 3,854 | $336K |
| Iams Wealth Management, LLC | 0.13% | Add +8.9% | 3,838 | $335K |
| HUB Investment Partners, LLC | 0.01% | Add +7.6% | 3,832 | $334K |
| One Charles Private Wealth Services, LLC | 0.09% | Add +9.7% | 3,832 | $334K |
| Discovery Capital Management, LLC / CT | 0.02% | Reduce -4.6% | 3,822 | $333K |
| Rockingstone Advisors LLC | 0.16% | Reduce -0.9% | 3,820 | $333K |
| Empower Advisory Group, LLC | 0.00% | Add +16.5% | 3,802 | $332K |
| Endeavor Private Wealth, Inc. | 0.10% | Reduce -1.8% | 3,793 | $331K |
| Howard Capital Management Group, LLC | 0.02% | Reduce -21.2% | 3,770 | $329K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +28.9% | 3,757 | $328K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -95.4% | 3,751 | $327K |
| Verity & Verity, LLC | 0.03% | Reduce -2.5% | 3,745 | $327K |
| Donaldson Capital Management, LLC | 0.01% | No change | 3,740 | $326K |
| Haverford Trust Co | 0.00% | Reduce -3.1% | 3,727 | $325K |
| Cascades Capital Asset Management, LLC | 0.15% | Add +16.4% | 3,725 | $325K |
| Magnolia Capital Management Ltd. | 0.25% | No change | 3,720 | $324K |
| Ehrlich Financial Group | 0.19% | Add +50.3% | 3,686 | $321K |
| NWF Advisory Services Inc. | 0.04% | Add +16.6% | 3,677 | $321K |
| Westside Investment Management, Inc. | 0.05% | No change | 3,643 | $320K |
| United Advisor Group, LLC | 0.04% | Reduce -16.9% | 3,640 | $317K |
| Coordinated Financial Services, Inc. | 0.21% | Add +31.1% | 3,638 | $317K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.3% | 3,635 | $317K |
| Schmidt P J Investment Management Inc. | 0.05% | Add +12.7% | 3,633 | $317K |
| Broadleaf Partners, LLC | 0.07% | No change | 3,619 | $316K |
| Goldstone Financial Group, LLC | 0.04% | New | 3,615 | $315K |
| Advance Capital Management, Inc. | 0.01% | No change | 3,608 | $315K |
| 2UniFi Bank | 0.16% | Reduce -7.0% | 3,600 | $314K |
| Greenleaf Trust | 0.00% | Add +0.9% | 3,600 | $314K |
| Blue Chip Partners, LLC | 0.02% | Add +17.5% | 3,597 | $314K |
| Kentucky Trust Co | 0.17% | No change | 3,580 | $312K |
| Private Wealth Asset Management, LLC | 0.04% | Reduce -9.1% | 3,580 | $312K |
| Beacon Financial Group | 0.03% | Reduce -2.3% | 3,580 | $312K |
| Kagan Cocozza Asset Management | 0.24% | Reduce -6.1% | 3,577 | $312K |
| Northeast Planning Associates, Inc. / NH / | 0.26% | Reduce -1.4% | 3,575 | $312K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -0.3% | 3,557 | $310K |
| NTV Asset Management LLC | 0.03% | Add +5.0% | 3,542 | $309K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 3,518 | $307K |
| American Financial Advisors, LLC | 0.04% | Reduce -1.9% | 3,515 | $307K |
| L & S Advisors Inc | 0.03% | No change | 3,489 | $304K |
| Arthur M. Cohen & Associates, LLC | 0.05% | No change | 3,488 | $304K |
| North Star Investment Management Corp. | 0.02% | Add +8.0% | 3,448 | $301K |
| Blue Trust, Inc. | 0.00% | Reduce -2.8% | 3,445 | $300K |
| Acorn Financial Advisory Services Inc. | 0.05% | Add +0.1% | 3,444 | $300K |
| Vantage Financial Partners, LLC | 0.06% | Add +0.4% | 3,433 | $299K |
| Petra Financial Advisors Inc. | 0.17% | No change | 3,430 | $299K |
| RiverGlades Family Offices LLC | 0.18% | Reduce -1.0% | 3,425 | $299K |
| Aries Wealth Management | 0.07% | No change | 3,424 | $299K |
| Gotham Asset Management | 0.00% | New | 3,413 | $298K |
| Curi Capital, LLC | 0.01% | New | 3,411 | $297K |
| Watts Gwilliam & Co., LLC | 0.05% | Add +0.0% | 3,408 | $297K |
| International Private Wealth Advisors LLC | 0.19% | Reduce -2.7% | 3,401 | $297K |
| FLC Capital Advisors | 0.06% | No change | 3,401 | $297K |
| Leigh Baldwin & Co., LLC | 0.17% | Reduce -19.4% | 3,395 | $296K |
| MBA Advisors LLC | 0.13% | Add +0.6% | 3,384 | $295K |
| Safeguard Investment Advisory Group, LLC | 0.07% | Add +0.1% | 3,369 | $294K |
| D.B. Root & Company, LLC | 0.07% | New | 3,363 | $293K |
| Ally Invest Advisors Inc. | 0.02% | Add +4.4% | 3,354 | $293K |
| Transatlantique Private Wealth LLC | 0.10% | No change | 3,348 | $292K |
| Obsidian Personal Planning Solutions LLC | 0.10% | No change | 3,275 | $292K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.5% | 3,323 | $290K |
| Tepp RIA, LLC | 0.33% | New | 3,321 | $290K |
| Northstar Financial Companies, Inc. | 0.27% | Reduce -8.9% | 3,312 | $289K |
| Godsey & Gibb, Inc. | 0.03% | Reduce -7.2% | 3,303 | $288K |
| Berkshire Asset Management LLC | 0.01% | New | 3,300 | $288K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -1.7% | 3,289 | $287K |
| USA Financial Formulas | 0.05% | Reduce -33.4% | 3,279 | $286K |
| Per Stirling Capital Management, LLC. | 0.03% | Reduce -0.4% | 3,268 | $285K |
| Goldstein Advisors, LLC | 0.03% | No change | 3,261 | $284K |
| Ifrah Financial Services, Inc. | 0.07% | Reduce -0.5% | 3,254 | $284K |
| WFA of San Diego, LLC | 0.19% | Add +1.9% | 3,245 | $283K |
| Carson Advisory Inc. | 0.15% | No change | 3,239 | $282K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | No change | 3,235 | $282K |
| PUREfi Wealth, LLC | 0.21% | No change | 3,200 | $279K |
| Nilsine Partners, LLC | 0.03% | Add +0.2% | 3,186 | $278K |
| Aspiriant, LLC | 0.01% | No change | 3,175 | $277K |
| Group One Trading LLC | 0.01% | New | 3,168 | $276K |
| Fortitude Family Office, LLC | 0.07% | No change | 3,167 | $276K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +0.0% | 3,166 | $276K |
| Strategic Advocates LLC | 0.07% | Add +0.6% | 3,149 | $275K |
| Retirement Planning Group, LLC | 0.01% | New | 3,136 | $273K |
| Obsidian Cio, LLC | 0.04% | Add +0.2% | 3,133 | $273K |
| Braun Stacey Associates Inc. | 0.01% | No change | 3,126 | $273K |
| Hopwood Financial Services, Inc. | 0.18% | Add +8.8% | 3,114 | $272K |
| Ascentis Independent Advisors | 0.05% | New | 3,113 | $271K |
| GAMMA Investing LLC | 0.01% | No change | 3,094 | $270K |
| Silver Grove Financial Group, Inc. | 0.25% | — | 3,081 | $269K |
| Kaizen Financial Strategies | 0.12% | Reduce -19.8% | 3,030 | $268K |
| Kraft, Davis & Associates, LLC | 0.07% | No change | 2,984 | $268K |
| Berkeley Capital Partners, LLC | 0.06% | New | 3,064 | $267K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 3,060 | $267K |
| Live Oak Investment Partners | 0.18% | New | 3,051 | $266K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | Reduce -1.3% | 3,049 | $266K |
| Gradient Capital Advisors, LLC | 0.07% | No change | 3,048 | $266K |
| SkyOak Wealth, LLC | 0.05% | No change | 3,022 | $264K |
| Prelude Capital Management, LLC | 0.02% | New | 3,022 | $264K |
| Graybill Wealth Management, LTD. | 0.08% | Reduce -5.5% | 3,003 | $262K |
| Nabity-Jensen Investment Management Inc | 0.18% | Reduce -14.1% | 3,000 | $262K |
| Intelligence Driven Advisers, LLC | 0.04% | No change | 3,000 | $262K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.03% | No change | 3,000 | $262K |
| Levin Capital Strategies, L.P. | 0.02% | New | 3,000 | $262K |
| Grantvest Financial Group LLC | 0.18% | Reduce -0.2% | 3,000 | $262K |
| Diversify Wealth Management, LLC | 0.02% | Add +2.0% | 2,927 | $261K |
| Pacifica Partners Inc. | 0.09% | No change | 2,960 | $261K |
| LGL Partners, LLC | 0.11% | Add +0.6% | 2,983 | $260K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -27.9% | 2,979 | $260K |
| Perissos Private Wealth Management, LLC | 0.19% | No change | 2,955 | $258K |
| Garde Capital, Inc. | 0.01% | No change | 2,950 | $257K |
| Ascent Group, LLC | 0.01% | New | 2,941 | $256K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -10.2% | 2,936 | $256K |
| MKT Advisors LLC | 0.10% | Reduce -13.3% | 2,899 | $255K |
| St. Johns Investment Management Company, LLC | 0.11% | Add +1.8% | 2,902 | $253K |
| F/m Investments LLC | 0.01% | No change | 2,900 | $253K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -22.7% | 2,874 | $251K |
| Lifeworks Advisors, LLC | 0.03% | Add +2.8% | 2,866 | $250K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | Reduce -6.5% | 2,862 | $250K |
| Black Diamond Financial, LLC | 0.03% | Add +6.5% | 2,862 | $250K |
| 1834 Investment Advisors Co. | 0.03% | No change | 2,852 | $249K |
| Alan B Lancz & Associates, Inc. | 0.22% | New | 2,850 | $249K |
| CVFG LLC | 0.18% | Add +7.7% | 2,836 | $247K |
| Cozad Asset Management Inc. | 0.02% | New | 2,835 | $247K |
| Power Wealth Management LLC | 0.09% | Reduce -4.6% | 2,817 | $246K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 2,800 | $244K |
| Colonial River Investments, LLC | 0.09% | Reduce -4.9% | 2,782 | $243K |
| Insight Advisors, LLC/ PA | 0.04% | Add +1.8% | 2,780 | $242K |
| Rathbones Group PLC | 0.00% | Reduce -13.5% | 2,778 | $242K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,765 | $241K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 2,751 | $240K |
| Pictet North America Advisors SA | 0.02% | No change | 2,746 | $239K |
| Vontobel Holding Ltd. | 0.00% | Add +1.0% | 2,743 | $239K |
| Atticus Wealth Management, LLC | 0.06% | Add +2.1% | 2,738 | $239K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.5% | 2,732 | $238K |
| Cypress Wealth Services, LLC | 0.04% | No change | 2,732 | $238K |
| West Michigan Advisors, LLC | 0.06% | New | 2,730 | $238K |
| Independence Bank of Kentucky | 0.03% | Add +7.2% | 2,693 | $235K |
| Regency Capital Management Inc.\DE | 0.11% | New | 2,675 | $233K |
| Ibex Wealth Advisors | 0.02% | Reduce -69.6% | 2,660 | $232K |
| Whalerock Point Partners, LLC | 0.05% | No change | 2,650 | $231K |
| Buska Wealth Management, LLC | 0.07% | Reduce -10.5% | 2,648 | $231K |
| LCNB Corp. | 0.08% | New | 2,625 | $229K |
| DT Investment Partners, LLC | 0.02% | No change | 2,620 | $228K |
| Ridgecrest Wealth Partners, LLC | 0.10% | No change | 2,619 | $228K |
| Second Line Capital, LLC | 0.05% | Reduce -9.9% | 2,605 | $227K |
| Shared Vision Wealth Group LLC | 0.10% | New | 2,500 | $226K |
| Advanced Asset Management Advisors Inc | 0.06% | Reduce -8.4% | 2,591 | $226K |
| Napa Wealth Management | 0.11% | New | 2,585 | $225K |
| Chesapeake Asset Management LLC | 0.20% | Reduce -4.6% | 2,585 | $225K |
| Prairie Wealth Advisors, Inc. | 0.09% | No change | 2,572 | $224K |
| Whitener Capital Management, Inc. | 0.05% | New | 2,572 | $224K |
| Flputnam Investment Management Co. | 0.00% | Reduce -35.9% | 2,570 | $224K |
| Wellington Management Group LLP | 0.00% | Reduce -78.3% | 2,565 | $224K |
| Rialto Wealth Management, LLC | 0.06% | Reduce -0.8% | 2,563 | $224K |
| Peloton Wealth Strategists | 0.09% | New | 2,549 | $222K |
| Flagship Wealth Advisors, LLC | 0.07% | No change | 2,535 | $221K |
| Financial Partners Group, Inc | 0.03% | No change | 2,530 | $221K |
| Pacific Sun Financial Corp | 0.11% | No change | 2,521 | $220K |
| Insigneo Advisory Services, LLC | 0.02% | New | 2,501 | $218K |
| Operose Advisors LLC | 0.05% | No change | 2,500 | $218K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -0.0% | 2,438 | $217K |
| Mission Wealth Management, LP | 0.00% | No change | 2,472 | $216K |
| Wealth Dimensions Group, Ltd. | 0.04% | New | 2,471 | $215K |
| FCG Investment Co | 0.10% | New | 2,469 | $215K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | New | 2,439 | $213K |
| Relyea Zuckerberg Hanson LLC | 0.02% | New | 2,439 | $213K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -7.0% | 2,438 | $213K |
| LRI Investments, LLC | 0.02% | No change | 2,424 | $211K |
| GreatBanc Trust CO | 0.14% | — | 2,400 | $209K |
| Bill Few Associates, Inc. | 0.05% | New | 2,397 | $209K |
| Curtis Advisory Group, LLC | 0.05% | New | 2,391 | $209K |
| Milestones Private Investment Advisors LLC | 0.14% | New | 2,384 | $208K |
| Bluesphere Advisors LLC | 0.09% | New | 2,373 | $207K |
| First National Trust Co | 0.01% | New | 2,369 | $207K |
| AMJ Financial Wealth Management | 0.05% | New | 2,351 | $205K |
| Latitude Advisors, LLC | 0.09% | New | 2,350 | $205K |
| Cyndeo Wealth Partners, LLC | 0.01% | New | 2,344 | $204K |
| Portland Financial Advisors Inc | 0.43% | New | 2,340 | $204K |
| Silvia McColl Wealth Management, LLC | 0.14% | New | 2,338 | $204K |
| CPR Investments Inc. | 0.14% | Reduce -9.7% | 2,337 | $204K |
| Fulton Breakefield Broenniman LLC | 0.01% | New | 2,337 | $204K |
| Councilmark Asset Management, LLC | 0.12% | New | 2,330 | $203K |
| Murphy & Mullick Capital Management Corp | 0.15% | Reduce -0.9% | 2,264 | $201K |
| Realta Investment Advisors | 0.07% | Reduce -66.6% | 2,302 | $201K |
| Key Financial Inc | 0.04% | No change | 2,237 | $197K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.8% | 2,247 | $196K |
| South Plains Financial, Inc. | 0.12% | No change | 2,196 | $192K |
| LGT Financial Advisors LLC | 0.41% | Reduce -7.8% | 2,180 | $190K |
| HM Payson & Co. | 0.00% | Add +66.8% | 2,162 | $189K |
| Russell Investments Group, Ltd. | 0.00% | Add +16.7% | 2,109 | $184K |
| Stelac Advisory Services LLC | 0.06% | New | 2,100 | $183K |
| Citizens National Bank Trust Department | 0.03% | No change | 2,100 | $183K |
| Copia Wealth Management | 0.14% | Reduce -21.8% | 2,088 | $182K |
| Register Financial Advisors LLC | 0.07% | Add +0.5% | 2,074 | $181K |
| MCF Advisors LLC | 0.01% | No change | 2,040 | $178K |
| TD Capital Management LLC | 0.02% | Add +0.1% | 2,023 | $176K |
| Ascentis Wealth Management, LLC | 0.04% | No change | 1,943 | $169K |
| Pin Oak Investment Advisors Inc. | 0.12% | No change | 1,939 | $169K |
| Avalon Trust Co | 0.01% | Add +24.9% | 1,874 | $163K |
| Bollard Group LLC | 0.00% | Add +0.5% | 1,871 | $163K |
| Horizon Bancorp Inc. | 0.07% | No change | 1,805 | $157K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -2.4% | 1,800 | $157K |
| Chilton Capital Management LLC | 0.01% | Reduce -19.0% | 1,754 | $153K |
| Cary Street Partners Investment Advisory LLC | 0.06% | Add +200.0% | 1,749 | $153K |
| Bokf, NA | 0.00% | No change | 1,686 | $147K |
| High Note Wealth, LLC | 0.03% | Reduce -5.8% | 1,671 | $146K |
| Turning Point Benefit Group, Inc. | 0.09% | New | 1,636 | $144K |
| UMB Bank, n.a. | 0.00% | Reduce -23.4% | 1,640 | $143K |
| Optimum Investment Advisors | 0.06% | No change | 1,637 | $143K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +14.1% | 1,623 | $142K |
| Townsend Asset Management Corp. /NC/ | 0.05% | Add +0.3% | 1,610 | $140K |
| Walleye Capital LLC | 0.00% | Reduce -53.1% | 1,604 | $140K |
| Sterling Capital Management LLC | 0.00% | Reduce -0.8% | 1,598 | $139K |
| Whittier Trust Co. | 0.00% | No change | 1,562 | $139K |
| Anchor Investment Management, LLC | 0.01% | Add +33.6% | 1,592 | $139K |
| Cypress Capital Management LLC (WY) | 0.14% | Reduce -1.8% | 1,571 | $137K |
| SouthState Bank Corp | 0.01% | Add +57.1% | 1,571 | $137K |
| Pacific Center for Financial Services | 0.03% | No change | 1,552 | $135K |
| Medallion Wealth Advisors, LLC | 0.05% | Reduce -16.0% | 1,484 | $129K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -0.8% | 1,447 | $126K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -68.2% | 1,438 | $125K |
| Dunhill Financial, LLC | 0.04% | Add +8.8% | 1,424 | $124K |
| Golden State Wealth Management, LLC | 0.01% | Add +3.8% | 1,418 | $124K |
| American National Bank & Trust | 0.01% | Reduce -1.3% | 1,324 | $115K |
| Signature Resources Capital Management, LLC | 0.06% | No change | 1,321 | $115K |
| Abound Wealth Management | 0.03% | Add +0.6% | 1,305 | $114K |
| BTG Pactual Asset Management US LLC | 0.01% | New | 1,263 | $110K |
| Old Second National Bank of Aurora | 0.02% | Reduce -16.6% | 1,254 | $109K |
| Riverview Trust Co | 0.13% | No change | 1,200 | $105K |
| Clean Yield Group | 0.03% | No change | 1,200 | $105K |
| Wolverine Asset Management LLC | 0.01% | Reduce -82.9% | 1,200 | $105K |
| Estabrook Capital Management | 0.02% | Add +0.7% | 1,199 | $105K |
| Evermay Wealth Management LLC | 0.01% | Reduce -0.8% | 1,160 | $101K |
| MGB Wealth Management, LLC | 0.03% | Add +15.0% | 1,150 | $100K |
| Y.D. More Investments Ltd | 0.01% | Reduce -16.7% | 1,098 | $96K |
| Fortis Group Advisors, LLC | 0.02% | Reduce -97.5% | 1,083 | $94K |
| Country Trust Bank | 0.00% | Reduce -0.1% | 1,080 | $94K |
| ORG Partners LLC | 0.02% | Reduce -79.9% | 1,021 | $89K |
| West Financial Advisors, LLC | 0.01% | No change | 1,004 | $88K |
| Brentview Investment Management LLC | 0.04% | No change | 1,000 | $87K |
| City State Bank | 0.03% | Add +7.0% | 995 | $87K |
| Activest Wealth Management | 0.02% | Reduce -29.1% | 966 | $84K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 965 | $84K |
| Stone House Investment Management, LLC | 0.01% | No change | 963 | $84K |
| Security National Bank | 0.01% | No change | 944 | $82K |
| Armor Investment Advisors, LLC | 0.03% | No change | 935 | $82K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -6.0% | 916 | $80K |
| Holos Integrated Wealth LLC | 0.05% | No change | 862 | $78K |
| Lowe Wealth Advisors, LLC | 0.03% | Reduce -5.5% | 865 | $75K |
| Colonial Trust Advisors | 0.01% | Reduce -24.8% | 865 | $75K |
| Global Trust Asset Management, LLC | 0.03% | No change | 850 | $74K |
| Harbor Asset Planning, Inc. | 0.07% | Add +0.6% | 846 | $74K |
| Seneschal Advisors, LLC | 0.05% | New | 825 | $72K |
| Transce3nd, LLC | 0.64% | Reduce -84.2% | 897 | $72K |
| Grove Bank & Trust | 0.01% | Reduce -11.1% | 800 | $70K |
| Crewe Advisors LLC | 0.01% | Add +12.7% | 798 | $70K |
| United Community Bank | 0.02% | Add +293.5% | 787 | $69K |
| Founders Capital Management | 0.04% | No change | 785 | $68K |
| Tucker Asset Management LLC | 0.02% | Reduce -98.5% | 777 | $68K |
| Coastline Trust Co | 0.01% | No change | 759 | $66K |
| Biltmore Family Office, LLC | 0.01% | No change | 730 | $64K |
| Rossby Financial, LCC | 0.02% | No change | 722 | $64K |
| Ameriflex Group, Inc. | 0.02% | Add +203.0% | 700 | $61K |
| Integrity Financial Corp | 0.03% | Reduce -3.1% | 687 | $60K |
| Imprint Wealth LLC | 0.19% | — | 682 | $59K |
| Deutsche Bank AG | 0.00% | No change | 675 | $59K |
| Basso Capital Management, L.P. | 0.04% | Reduce -16.5% | 667 | $58K |
| EPG Wealth Management LLC | 0.02% | Add +20.7% | 647 | $56K |
| Abich Financial Wealth Management LLC | 0.02% | — | 636 | $55K |
| Covestor Ltd | 0.03% | Reduce -14.6% | 630 | $55K |
| Trust Co. of Vermont | 0.00% | No change | 630 | $55K |
| Quest 10 Wealth Builders, Inc. | 0.05% | No change | 625 | $55K |
| Eastern Bank | 0.00% | Reduce -1.7% | 625 | $55K |
| Front Row Advisors LLC | 0.02% | No change | 624 | $54K |
| Painted Porch Advisors LLC | 0.02% | No change | 623 | $54K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -10.5% | 622 | $54K |
| Adirondack Trust Co. | 0.02% | Reduce -22.5% | 618 | $54K |
| Game Plan Financial Advisors, LLC | 0.02% | No change | 607 | $53K |
| Ballast Advisors LLC | 0.01% | Add +2.4% | 604 | $53K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 600 | $52K |
| Angeles Wealth Management, LLC | 0.00% | No change | 600 | $52K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 600 | $52K |
| Addison Advisors LLC | 0.01% | Reduce -2.6% | 587 | $51K |
| Hurley Capital, LLC | 0.03% | Add +0.2% | 576 | $50K |
| Byrne Asset Management LLC | 0.04% | Add +0.7% | 575 | $50K |
| Hoese & Co LLP | 0.04% | No change | 560 | $49K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 558 | $49K |
| Winch Advisory Services, LLC | 0.01% | Add +0.5% | 554 | $48K |
| CVA Family Office, LLC | 0.01% | Add +6.8% | 530 | $46K |
| Delos Wealth Advisors, LLC | 0.03% | Reduce -15.9% | 528 | $46K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 528 | $46K |
| Tsfg, LLC | 0.01% | Add +0.8% | 524 | $46K |
| Zions Bancorporation, National Association | 0.00% | No change | 520 | $45K |
| Truvestments Capital LLC | 0.01% | No change | 500 | $44K |
| Vestor Capital, LLC | 0.00% | New | 485 | $42K |
| Optiver Holding B.V. | 0.00% | New | 480 | $42K |
| Millstone Evans Group, LLC | 0.03% | No change | 479 | $42K |
| Friedenthal Financial | 0.02% | No change | 479 | $42K |
| Corundum Trust Company, INC | 0.09% | New | 473 | $41K |
| Signaturefd, LLC | 0.00% | Reduce -20.1% | 473 | $41K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 470 | $41K |
| Rakuten Securities, Inc. | 0.01% | Add +774.0% | 437 | $38K |
| Nova Wealth Management, Inc. | 0.03% | Reduce -20.1% | 429 | $37K |
| Evolution Wealth Management Inc. | 0.04% | No change | 409 | $36K |
| Kiker Wealth Management, LLC | 0.02% | Add +0.5% | 408 | $36K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 400 | $35K |
| TruNorth Capital Management, LLC | 0.01% | No change | 400 | $35K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Add +23.4% | 395 | $34K |
| FNY Investment Advisers, LLC | 0.01% | New | 400 | $34K |
| Nemes Rush Group LLC | 0.00% | Add +0.8% | 383 | $33K |
| Missouri Trust & Investment Co | 0.01% | No change | 372 | $32K |
| Bell Investment Advisors, Inc | 0.01% | No change | 366 | $32K |
| Acima Private Wealth, LLC | 0.01% | No change | 364 | $32K |
| Sherman Asset Management, Inc. | 0.03% | No change | 352 | $31K |
| Main Street Group, LTD | 0.01% | No change | 349 | $30K |
| Root Financial Partners, LLC | 0.00% | New | 341 | $30K |
| Albion Financial Group | 0.00% | No change | 338 | $29K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -3.5% | 329 | $29K |
| Johnson Financial Group, Inc. | 0.00% | No change | 330 | $29K |
| Macquarie Group Ltd. | 0.00% | Reduce -83.7% | 325 | $28K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 321 | $28K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 320 | $28K |
| SJS Investment Consulting Inc. | 0.00% | Add +171.3% | 312 | $27K |
| Paladin Advisory Group, LLC | 0.02% | No change | 308 | $27K |
| Investors Research Corp | 0.00% | No change | 305 | $27K |
| New Millennium Group LLC | 0.01% | Reduce -99.5% | 305 | $27K |
| Davis Capital Management | 0.02% | — | 301 | $26K |
| Piscataqua Savings Bank | 0.02% | No change | 300 | $26K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -60.5% | 299 | $26K |
| Smithfield Trust Co | 0.00% | No change | 300 | $26K |
| Aventura Private Wealth, LLC | 0.01% | Reduce -16.3% | 298 | $26K |
| Compass Financial Services Inc | 0.01% | No change | 296 | $26K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | Reduce -1.7% | 290 | $25K |
| Capitol Family Office, Inc. | 0.03% | No change | 289 | $25K |
| Bellevue Asset Management, LLC | 0.01% | No change | 280 | $24K |
| Promus Capital, LLC | 0.02% | New | 277 | $24K |
| American Capital Advisory, LLC | 0.01% | No change | 270 | $24K |
| Maseco LLP | 0.00% | No change | 264 | $23K |
| Clark Wealth Partners | 0.01% | New | 510 | $22K |
| North Capital, Inc. | 0.02% | Add +0.4% | 234 | $20K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -16.1% | 234 | $20K |
| JNBA Financial Advisors | 0.00% | Reduce -5.3% | 232 | $20K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 226 | $20K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 222 | $19K |
| Scarborough Advisors, LLC | 0.00% | Add +0.9% | 213 | $19K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 205 | $18K |
| Sittner & Nelson, LLC | 0.01% | No change | 200 | $17K |
| MTM Investment Management, LLC | 0.01% | No change | 200 | $17K |
| Bank of New Hampshire | 0.00% | No change | 200 | $17K |
| Topsail Wealth Management, LLC | 0.00% | No change | 200 | $17K |
| Parkside Financial Bank & Trust | 0.00% | No change | 185 | $16K |
| Costello Asset Management, INC | 0.01% | Add +2.8% | 183 | $16K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 180 | $16K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 180 | $16K |
| Strengthening Families & Communities, LLC | 0.00% | Add +0.6% | 176 | $15K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 173 | $15K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Reduce -96.5% | 170 | $15K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 169 | $15K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 168 | $15K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 163 | $14K |
| Howe & Rusling Inc. | 0.00% | Reduce -89.2% | 160 | $14K |
| Archer Investment Corp | 0.00% | No change | 158 | $14K |
| Chapman Financial Group, LLC | 0.01% | No change | 150 | $13K |
| Wolff Wiese Magana LLC | 0.01% | No change | 150 | $13K |
| Hanson & Doremus Investment Management | 0.00% | No change | 150 | $13K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 140 | $12K |
| SYM FINANCIAL Corp | 0.00% | No change | 138 | $12K |
| Phillips Financial Management, LLC | 0.00% | No change | 137 | $12K |
| Chung Wu Investment Group, LLC | 0.01% | No change | 130 | $11K |
| Legacy Wealth Managment, LLC | 0.01% | Add +504.8% | 127 | $11K |
| Resources Management Corp. /CT/ | 0.00% | Reduce -31.6% | 130 | $11K |
| Hoey Investments, Inc. | 0.00% | No change | 125 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 124 | $11K |
| Orion Capital Management LLC | 0.00% | Add +96.8% | 124 | $11K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 118 | $10K |
| Avion Wealth | 0.00% | No change | 126 | $10K |
| Versant Capital Management, Inc | 0.00% | No change | 111 | $10K |
| Roxbury Financial LLC | 0.01% | No change | 110 | $10K |
| Delta Asset Management LLC | 0.00% | No change | 104 | $9K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 101 | $9K |
| Clayton Financial Group LLC | 0.01% | New | 100 | $9K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 100 | $9K |
| Motco | 0.00% | No change | 100 | $9K |
| Barrett & Company, Inc. | 0.00% | Reduce -43.8% | 95 | $8K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 92 | $8K |
| Anfield Capital Management, LLC | 0.00% | No change | 89 | $8K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -54.7% | 77 | $7K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 79 | $7K |
| Eukles Asset Management | 0.00% | No change | 78 | $7K |
| Financial Perspectives, Inc | 0.00% | No change | 71 | $6K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 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% | Add +1.5% | 66 | $6K |
| Vision Financial Markets LLC | 0.00% | Add +1.6% | 63 | $5K |
| Weaver Capital Management LLC | 0.00% | No change | 60 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 54 | $5K |
| IMG Wealth Management, Inc. | 0.00% | No change | 50 | $4K |
| Webster Bank, N. A. | 0.00% | New | 50 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 49 | $4K |
| TCTC Holdings, LLC | 0.00% | No change | 46 | $4K |
| Asset Dedication, LLC | 0.00% | New | 42 | $4K |
| CNB Bank | 0.00% | No change | 38 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 35 | $3K |
| Future Financial Wealth Managment LLC | 0.00% | No change | 34 | $3K |
| Private Wealth Management Group, LLC | 0.00% | New | 34 | $3K |
| JDM Financial Group LLC | 0.00% | No change | 33 | $3K |
| Federated Hermes, Inc. | 0.00% | New | 29 | $3K |
| Financial Freedom, LLC | 0.00% | New | 28 | $2K |
| Mechanics Financial Corp | 0.00% | No change | 27 | $2K |
| Caitlin John, LLC | 0.00% | New | 26 | $2K |
| Graney & King, LLC | 0.00% | Reduce -33.3% | 22 | $2K |
| Arlington Trust Co LLC | 0.00% | No change | 20 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 20 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -4.7% | 303 | $2K |
| DecisionPoint Financial, LLC | 0.00% | New | 18 | $2K |
| Family Manage LLC | 0.00% | No change | 16 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 12 | $1K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -45.0% | 11 | $1K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 10 | $891 |
| Global Wealth Strategies & Associates | 0.00% | No change | 10 | $872 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 9 | $785 |
| Breakwater Investment Management | 0.00% | No change | 8 | $698 |
| Westend Capital Management, LLC | 0.00% | No change | 5 | $436 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 4 | $349 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $117 |
| Rise Advisors, LLC | 0.00% | Reduce -66.7% | 1 | $90 |
| Parallax Volatility Advisers, L.P. | 0.00% | Reduce -100.0% | 1 | $87 |
| 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.