St Sr Utl SL SE SPDR ETF-UsdXLUETF
13F holders, Q1 2026 (March 31)1,602holders +68
175new positions
109sold out
10famous investors
$45.97avg. 13F price*
At the end of Q1 2026, 1,602 institutions reported holding St Sr Utl SL SE SPDR ETF-Usd (XLU) in their 13F filings, up 68 from Q4 2025. 175 opened new positions and 109 sold out. The largest holders were Bank of America Corp. ($1.3B), Morgan Stanley ($1.1B) and JPMorgan Chase & Co. ($1.0B). 10 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- St Sr Utl SL SE SPDR ETF-Usd
- Filed as
- SELECT SECTOR SPDR TR (Q1 2026)
- CUSIP
- 81369Y886
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 175 | $485.5M |
| Exits | 109 | $221.3M |
All 13F filers, Q4 2025 → Q1 2026: 53,176,164 shares bought and 36,873,183 shares sold, net +16,302,981 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,602 holders
| Bank of America Corp. | 0.09% | Add +3.9% | 28,041,814 | $1.3B |
| Morgan Stanley | 0.06% | Add +7.7% | 23,366,273 | $1.1B |
| JPMorgan Chase & Co. | 0.07% | Add +23.9% | 22,437,821 | $1.0B |
| UBS Group AG | 0.13% | Add +80.2% | 16,159,784 | $741.6M |
| LPL Financial LLC | 0.20% | Add +5.5% | 16,014,045 | $734.9M |
| Wells Fargo & Company | 0.12% | Add +3.7% | 13,206,000 | $606.0M |
| Ameriprise Financial Inc. | 0.08% | Add +7.1% | 6,995,897 | $345.2M |
| Envestnet Asset Management Inc. | 0.09% | Add +14.3% | 7,436,033 | $341.2M |
| Raymond James Financial Inc. | 0.10% | Add +5.6% | 7,121,142 | $326.8M |
| BNP Paribas Financial Markets | 0.17% | Add +49.3% | 5,694,524 | $261.3M |
| Menora Mivtachim Holdings LTD. | 1.17% | No change | 5,395,188 | $247.6M |
| Cibc World Market Inc. | 0.35% | Add +59.4% | 4,350,271 | $199.6M |
| Laura & John Arnold Foundation | 44.90% | No change | 4,202,774 | $192.9M |
| Royal Bank of Canada | 0.04% | Reduce -45.7% | 4,055,536 | $186.1M |
| Focus Partners Wealth | 0.20% | Add +61.5% | 3,952,034 | $181.4M |
| Osaic Holdings, Inc. | 0.26% | Add +10.7% | 3,834,783 | $176.0M |
| Truist Financial Corp. | 0.23% | Reduce -0.4% | 3,636,324 | $166.9M |
| Meitav Investment House Ltd. | 1.74% | Add +33.8% | 3,452,577 | $158.4M |
| Migdal Insurance & Financial Holdings Ltd. | 1.37% | Reduce -61.9% | 3,451,740 | $158.4M |
| Janney Montgomery Scott LLC | 0.39% | Add +13.5% | 3,431,828 | $157.5M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -26.5% | 3,349,398 | $153.7M |
| Factory Mutual Insurance Co. | 1.66% | Reduce -16.1% | 3,208,900 | $147.3M |
| Saudi Central Bank | 3.01% | No change | 3,099,466 | $142.2M |
| Cetera Investment Advisers | 0.14% | Add +5.1% | 2,949,282 | $135.3M |
| Stifel Financial Corp. | 0.11% | Add +29.4% | 2,523,032 | $115.8M |
| WestEnd Advisors, LLC | 2.67% | Add +2.3% | 2,413,428 | $110.8M |
| Bessemer Group Inc. | 0.14% | Add +2.3% | 1,970,391 | $90.4M |
| Moss Adams Wealth Advisors LLC | 6.03% | Add +5.0% | 1,797,461 | $82.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +2399.8% | 1,751,137 | $80.4M |
| GLOBALT Investments LLC / GA | 2.84% | Add +3.4% | 1,733,147 | $79.5M |
| Commonwealth Equity Services, LLC | 0.10% | Add +2.6% | 1,602,049 | $73.5M |
| Bank of Montreal | 0.03% | Add +2.0% | 1,593,592 | $73.1M |
| Barclays PLC | 0.03% | Add +11.2% | 1,553,860 | $71.3M |
| Brevan Howard Capital Management LP | 0.71% | Add +1150.0% | 1,500,000 | $68.8M |
| PGIM Custom Harvest LLC | 1.02% | Add +15.3% | 1,428,807 | $65.6M |
| Caisse de depot et placement du Quebec | 0.10% | New | 1,353,006 | $62.1M |
| Cornerstone Advisors, LLC | 2.26% | Add +20.9% | 1,335,910 | $61.3M |
| Citigroup Inc. | 0.04% | Reduce -32.8% | 1,327,624 | $60.9M |
| Alps Advisors Inc. | 0.28% | Add +4.5% | 1,297,165 | $59.5M |
| Electron Capital Partners, LLC | 2.67% | New | 1,240,257 | $56.9M |
| Private Advisor Group, LLC | 0.26% | Add +10.7% | 1,196,871 | $54.9M |
| FIL Ltd | 0.04% | Add +44.9% | 1,196,016 | $54.9M |
| University of Illinois Foundation | 11.17% | New | 1,186,730 | $54.5M |
| BlackRock, Inc. | 0.00% | Add +9.6% | 1,093,175 | $50.2M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +1.5% | 1,080,172 | $49.6M |
| US Bancorp \de | 0.06% | Add +3.9% | 1,013,924 | $46.5M |
| Provida Pension Fund Administrator | 0.77% | Add +4794.3% | 992,861 | $45.6M |
| Thrivent Financial for Lutherans | 0.08% | Add +50.5% | 948,654 | $43.5M |
| Rational Advisors, Inc. | 4.61% | Reduce -4.6% | 923,163 | $42.4M |
| Quadrature Capital Ltd | 0.49% | Add +325.7% | 906,135 | $41.6M |
| Signature Estate & Investment Advisors LLC | 0.84% | Add +4.1% | 906,031 | $41.6M |
| First Financial Bankshares Inc | 0.84% | Reduce -1.8% | 903,189 | $41.4M |
| Exchange Traded Concepts, LLC | 0.32% | Add +79.8% | 902,336 | $41.4M |
| BW Gestao de Investimentos Ltda. | 1.84% | Reduce -21.7% | 900,000 | $41.3M |
| HighTower Advisors, LLC | 0.04% | Reduce -12.7% | 866,525 | $39.8M |
| Victory Capital Management Inc. | 0.03% | Add +1.3% | 841,800 | $38.6M |
| Summit Financial, LLC | 0.47% | Add +6.6% | 807,393 | $37.1M |
| Natixis | 0.15% | Add +0.2% | 807,279 | $37.0M |
| PNC Financial Services Group, Inc. | 0.02% | Add +0.1% | 746,970 | $34.3M |
| Mariner, LLC | 0.04% | Reduce -6.3% | 740,082 | $34.0M |
| Capital Fund Management S.A. | 0.30% | Reduce -11.9% | 718,345 | $33.0M |
| MML Investors Services, LLC | 0.09% | Add +10.3% | 703,946 | $32.3M |
| Renaissance Technologies | 0.05% | Add +305.0% | 703,900 | $32.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.19% | Add +80.7% | 702,486 | $32.2M |
| Northern Trust Corp. | 0.00% | Add +7.4% | 697,661 | $32.0M |
| Cwm, LLC | 0.08% | Reduce -49.6% | 697,503 | $32.0M |
| Phoenix Financial Ltd. | 0.30% | Reduce -10.6% | 686,634 | $31.5M |
| Harel Insurance Investments & Financial Services Ltd. | 0.21% | Reduce -89.1% | 675,005 | $31.0M |
| Advisory Alpha, LLC | 0.83% | Add +40.8% | 662,409 | $30.4M |
| Kestra Advisory Services, LLC | 0.11% | Add +21.7% | 650,398 | $29.8M |
| Millennium Management | 0.02% | Add +23.7% | 646,223 | $29.7M |
| Baird Financial Group, Inc. | 0.04% | Reduce -4.7% | 626,228 | $28.7M |
| Community Trust & Investment Co. | 1.54% | Add +1.5% | 618,679 | $28.4M |
| Equitable Holdings, Inc. | 0.18% | Add +6.2% | 655,108 | $28.1M |
| Hilton Capital Management, LLC | 2.04% | Add +2.0% | 589,746 | $27.1M |
| Stonebridge Financial Group, LLC | 2.19% | New | 581,263 | $26.7M |
| Westwood Holdings Group Inc. | 0.19% | Add +78.4% | 570,572 | $26.2M |
| New Harbor Financial Group, LLC | 4.69% | Add +4.8% | 562,680 | $25.8M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 3.27% | Add +132.2% | 562,000 | $25.8M |
| FMR LLC | 0.00% | Add +3.0% | 561,118 | $25.7M |
| Agf Management Ltd. | 0.11% | Reduce -6.6% | 554,425 | $25.4M |
| Cerity Partners LLC | 0.04% | Add +11.8% | 548,973 | $25.2M |
| Van Eck Associates Corp. | 0.02% | Add +262.2% | 541,089 | $24.8M |
| Captrust Financial Advisors | 0.04% | Add +4.8% | 531,154 | $24.4M |
| Dupont Capital Management Corp. | 2.67% | No change | 512,018 | $23.5M |
| Jones Financial Companies LLLP | 0.01% | Add +17.3% | 506,929 | $23.1M |
| Elo Mutual Pension Insurance Co | 0.37% | New | 487,078 | $22.4M |
| GTS Securities LLC | 0.78% | Add +256.7% | 478,114 | $21.9M |
| German American Bancorp, Inc. | 1.87% | Add +6.5% | 473,533 | $21.7M |
| Jane Street Group, LLC | 0.02% | Reduce -31.3% | 466,913 | $21.4M |
| Pathstone Holdings, LLC | 0.08% | Add +0.3% | 461,878 | $21.2M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +27.9% | 457,091 | $21.0M |
| WCG Wealth Advisors LLC | 0.59% | Add +3.2% | 455,933 | $20.9M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -24.6% | 440,971 | $20.2M |
| Greenwood Gearhart LLC | 1.08% | Add +4.6% | 436,177 | $20.0M |
| Evoke Wealth, LLC | 0.37% | Add +26.0% | 434,920 | $20.0M |
| NewEdge Advisors, LLC | 0.07% | Add +15.0% | 421,475 | $19.3M |
| WNY Asset Management, LLC | 2.00% | — | 421,238 | $19.3M |
| Banco Santander, S.A. | 0.15% | Add +54.5% | 416,731 | $19.1M |
| Cornerstone Capital, Inc. | 1.80% | Add +0.9% | 391,981 | $18.0M |
| First Financial Bank - Trust Division | 1.45% | Add +24.9% | 391,749 | $18.0M |
| Lido Advisors, LLC | 0.07% | Reduce -15.3% | 390,723 | $17.9M |
| Assetmark, Inc. | 0.04% | Reduce -12.5% | 389,356 | $17.9M |
| Sanctuary Advisors, LLC | 0.10% | Reduce -16.6% | 383,567 | $17.6M |
| Matauro, LLC | 2.51% | Add +7.9% | 378,992 | $17.4M |
| Passaic Partners LLC | 2.09% | Reduce -19.3% | 375,618 | $17.2M |
| Concurrent Investment Advisors, LLC | 0.19% | Add +31.1% | 372,588 | $17.1M |
| Ethos Financial Group, LLC | 1.24% | No change | 397,734 | $17.0M |
| Wealth Advisors of Iowa, LLC | 5.25% | Reduce -2.1% | 369,793 | $17.0M |
| Modern Wealth Management, LLC | 0.29% | Add +21.8% | 360,481 | $16.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +10.1% | 357,623 | $16.4M |
| Trilogy Capital Inc. | 0.73% | Add +1.4% | 356,196 | $16.3M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.07% | No change | 354,912 | $16.3M |
| Waverly Advisors, LLC | 0.12% | Add +44.1% | 354,267 | $16.3M |
| Foundations Investment Advisors, LLC | 0.20% | Add +8.7% | 353,046 | $16.2M |
| Vaughan David Investments LLC | 0.34% | Reduce -1.3% | 350,843 | $16.1M |
| CX Institutional | 0.48% | Add +525.4% | 346,116 | $15.9M |
| Unisphere Establishment | 0.13% | New | 340,000 | $15.6M |
| Trust Asset Management LLC | 1.12% | No change | 339,968 | $15.6M |
| Arkos Global Advisors | 1.92% | Reduce -1.2% | 334,050 | $15.3M |
| Atlantic Union Bankshares Corp | 0.29% | Add +92.7% | 332,924 | $15.3M |
| MAI Capital Management | 0.08% | Add +0.9% | 325,124 | $14.9M |
| Horizon Wealth Management, LLC | 2.16% | New | 320,712 | $14.7M |
| &partners | 0.07% | Add +21.1% | 319,915 | $14.7M |
| Corient Private Wealth LP | 0.02% | Reduce -2.2% | 335,984 | $14.5M |
| Fifth Third Securities, Inc. | 0.93% | Add +2.1% | 313,855 | $14.4M |
| PFG Advisors | 0.70% | Add +6.7% | 313,665 | $14.4M |
| Fifth Third Bancorp | 0.03% | Add +193.8% | 307,612 | $14.1M |
| Foguth Wealth Management, LLC. | 1.61% | Reduce -12.2% | 311,162 | $13.8M |
| KCM Investment Advisors LLC | 0.46% | Add +7.6% | 299,701 | $13.8M |
| Biltmore Wealth Management, LLC | 4.89% | Reduce -3.6% | 299,370 | $13.7M |
| Trek Financial, LLC | 0.70% | Add +100.6% | 287,043 | $13.2M |
| Galvin, Gaustad & Stein, LLC | 1.05% | New | 282,550 | $13.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -44.0% | 275,448 | $12.8M |
| IHT Wealth Management, LLC | 0.29% | Add +43.5% | 276,082 | $12.7M |
| Susquehanna International Group, LLP | 0.02% | Add +116.9% | 274,613 | $12.6M |
| Jump Financial, LLC | 0.20% | Add +199.6% | 270,300 | $12.4M |
| SG Americas Securities, LLC | 0.01% | Add +28.1% | 269,860 | $12.4M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.36% | Add +9.5% | 269,626 | $12.4M |
| Prudential PLC | 0.09% | New | 266,700 | $12.2M |
| Onyx Bridge Wealth Group LLC | 1.29% | Add +1465.6% | 261,332 | $12.0M |
| Advisory Services Network, LLC | 0.16% | Add +14.2% | 257,858 | $11.8M |
| Manhattan West Asset Management, LLC | 2.29% | Add +8.2% | 255,135 | $11.7M |
| SteelPeak Wealth, LLC | 0.36% | New | 252,056 | $11.6M |
| Allen Investment Management, LLC | 0.14% | New | 251,807 | $11.6M |
| TCV Trust & Wealth Management, Inc. | 0.96% | Reduce -0.7% | 250,797 | $11.5M |
| Scotia Capital Inc. | 0.05% | Add +20.9% | 249,258 | $11.4M |
| Maven Securities LTD | 0.67% | Add +418.9% | 248,260 | $11.4M |
| U.S. Capital Wealth Advisors, LLC | 0.28% | Add +5.0% | 241,820 | $11.1M |
| Inlight Wealth Management, LLC | 4.05% | Add +13.6% | 238,347 | $10.9M |
| Peapack Gladstone Financial Corp. | 0.14% | Reduce -0.1% | 236,576 | $10.9M |
| Kwmg, LLC | 0.90% | Add +2.1% | 236,153 | $10.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -55.0% | 249,288 | $10.6M |
| Lalia Capital, LLC | 6.44% | No change | 222,000 | $10.2M |
| Tudor Investment Corporation | 0.05% | New | 221,155 | $10.1M |
| J.W. Cole Advisors, Inc. | 0.34% | Add +9.7% | 219,279 | $10.1M |
| Creative Planning | 0.01% | Add +3.4% | 218,046 | $10.0M |
| Peterson Wealth Management | 5.79% | New | 217,801 | $10.0M |
| EP Wealth Advisors, LLC | 0.05% | Add +97.5% | 217,089 | $10.0M |
| State Street Corp. | 0.00% | Add +68.4% | 216,485 | $9.9M |
| Dakota Wealth Management | 0.21% | Reduce -1.3% | 215,828 | $9.9M |
| CIBC Bancorp USA Inc. | 0.01% | — | 214,394 | $9.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | New | 214,300 | $9.8M |
| RFG Advisory, LLC | 0.18% | Add +19.5% | 210,951 | $9.7M |
| Integrated Wealth Concepts LLC | 0.08% | Add +103.1% | 210,489 | $9.7M |
| Twin Focus Capital Partners, LLC | 1.11% | Reduce -5.0% | 210,212 | $9.6M |
| Prime Capital Investment Advisors, LLC | 0.11% | Reduce -1.2% | 208,262 | $9.6M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -21.6% | 205,908 | $9.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.19% | Reduce -7.9% | 203,980 | $9.4M |
| Krilogy Financial LLC | 0.30% | Reduce -8.4% | 201,443 | $9.3M |
| HighPoint Advisor Group LLC | 0.39% | Add +32.7% | 202,321 | $9.3M |
| Eaton Financial Holdings Company, LLC | 3.04% | Reduce -1.5% | 202,201 | $9.3M |
| Capital Investment Advisors, LLC | 0.14% | Reduce -42.4% | 201,420 | $9.2M |
| Bar Harbor Wealth Management | 0.53% | Add +4.0% | 198,424 | $9.1M |
| Perigon Wealth Management, LLC | 0.16% | Add +273.4% | 195,974 | $9.0M |
| Ayalon Insurance Comp Ltd. | 1.83% | Add +13.4% | 195,689 | $9.0M |
| Flagship Harbor Advisors, LLC | 0.39% | Reduce -47.7% | 195,023 | $8.9M |
| CoreCap Advisors, LLC | 0.30% | Add +330.1% | 193,898 | $8.9M |
| Rothschild Capital Partners, LLC | 2.19% | Reduce -19.7% | 193,509 | $8.9M |
| Independent Advisor Alliance | 0.10% | New | 193,197 | $8.9M |
| Encompass More Asset Management | 1.50% | Add +87.6% | 193,179 | $8.9M |
| Hollow Brook Wealth Management LLC | 2.26% | No change | 192,708 | $8.8M |
| DAVENPORT & Co LLC | 0.05% | Reduce -13.8% | 192,553 | $8.8M |
| Oppenheimer Asset Management Inc. | 0.10% | Reduce -1.5% | 191,753 | $8.8M |
| Sigma Planning Corp | 0.24% | Add +8.9% | 188,952 | $8.7M |
| Horizon Investments, LLC | 0.10% | Add +167.8% | 187,032 | $8.6M |
| Armstrong Advisory Group, Inc. | 0.57% | Reduce -12.1% | 186,263 | $8.5M |
| Centaurus Financial, Inc. | 0.40% | Reduce -9.3% | 185,259 | $8.5M |
| Toth Financial Advisory Corp. | 0.93% | Add +2.6% | 184,368 | $8.5M |
| Aster Capital Management (DIFC) Ltd | 2.76% | Add +129.9% | 107,246 | $8.5M |
| Clarity Financial LLC | 0.92% | Reduce -2.4% | 183,660 | $8.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.4% | 177,348 | $8.1M |
| First Interstate Bank | 0.45% | Reduce -3.2% | 173,785 | $8.0M |
| Founders Financial Securities LLC | 0.45% | Add +119.1% | 168,563 | $7.9M |
| StoneX Group Inc. | 0.42% | Reduce -70.3% | 171,505 | $7.9M |
| Edgewood Management LLC | 0.05% | No change | 171,236 | $7.9M |
| Morton Community Bank | 1.70% | Add +0.4% | 170,179 | $7.8M |
| Madison Park Capital Advisors, LLC | 6.08% | Add +137.0% | 168,501 | $7.7M |
| Pinnacle Financial Partners, Inc. | 0.06% | Reduce -8.1% | 166,131 | $7.6M |
| Snowden Capital Advisors LLC | 0.20% | Add +1.9% | 165,805 | $7.6M |
| Evolution Wealth Advisors, LLC | 0.77% | Add +7.2% | 165,653 | $7.6M |
| Gotham Asset Management | 0.02% | Add +232.2% | 165,528 | $7.6M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +9.3% | 164,562 | $7.6M |
| IFP Advisors, Inc | 0.16% | Add +7.3% | 163,932 | $7.5M |
| Capital Investment Advisory Services, LLC | 0.55% | Add +4.2% | 163,762 | $7.5M |
| Benjamin Edwards Inc. | 0.07% | Add +5.5% | 163,747 | $7.5M |
| Toronto Dominion Bank | 0.01% | Reduce -64.4% | 162,844 | $7.5M |
| AQR Capital Management | 0.00% | Add +22.2% | 162,730 | $7.5M |
| Brookstone Capital Management | 0.09% | Add +131.0% | 162,198 | $7.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -87.6% | 161,733 | $7.4M |
| Estate Counselors, LLC | 0.66% | Add +30.7% | 161,218 | $7.4M |
| Meridian Investment Counsel Inc. | 1.76% | Add +2.2% | 160,638 | $7.4M |
| Coldstream Capital Management Inc. | 0.09% | Reduce -2.2% | 159,706 | $7.3M |
| Nottingham Advisors, Inc. | 0.94% | Add +6.5% | 159,247 | $7.3M |
| Courier Capital LLC | 0.41% | Reduce -10.5% | 158,996 | $7.3M |
| Financial Enhancement Group LLC | 0.90% | New | 157,255 | $7.3M |
| Thor Trading Advisors, LLC | 2.99% | Add +8.3% | 157,448 | $7.2M |
| Jain Global LLC | 0.10% | Add +188.7% | 156,440 | $7.2M |
| Regal Investment Advisors LLC | 0.41% | Add +2.7% | 155,783 | $7.1M |
| Atria Investments, Inc | 0.08% | Reduce -22.8% | 155,585 | $7.1M |
| Harbour Investments, Inc. | 0.11% | Add +115.0% | 155,369 | $7.1M |
| Prospera Financial Services Inc | 0.11% | Add +4.9% | 155,253 | $7.1M |
| Perkins Coie Trust Co | 1.36% | Add +2.9% | 154,315 | $7.1M |
| Paragon Financial Partners, Inc. | 4.02% | Add +68.5% | 152,173 | $7.1M |
| Sound View Wealth Advisors Group, LLC | 0.48% | Reduce -1.2% | 153,725 | $7.1M |
| IMZ Advisory Inc | 2.65% | Reduce -0.8% | 152,895 | $7.0M |
| Park Avenue Securities LLC | 0.05% | Reduce -7.1% | 151,614 | $7.0M |
| Brown Advisory Inc. | 0.01% | Add +0.8% | 150,269 | $6.9M |
| KCM Capital Inc | 1.29% | Reduce -25.0% | 150,000 | $6.9M |
| Ardsley Advisory Partners LP | 1.05% | Add +50.0% | 150,000 | $6.9M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Add +6.6% | 149,632 | $6.9M |
| Rockport Wealth LLC | 1.25% | Add +114.1% | 149,261 | $6.8M |
| Reyes Financial Architecture, Inc. | 5.47% | New | 145,931 | $6.7M |
| Miramontes Capital, LLC | 2.31% | Reduce 0.0% | 145,263 | $6.7M |
| Blair William & Co. | 0.02% | Reduce -0.1% | 142,622 | $6.5M |
| Waycross Investment Management Co | 6.20% | Add +7.3% | 141,582 | $6.5M |
| Rye Brook Capital LLC | 5.96% | Add +92.8% | 140,775 | $6.5M |
| Eddie Patel Inc | 4.95% | New | 140,300 | $6.4M |
| MYDA Advisors LLC | 1.52% | Add +16.7% | 140,000 | $6.4M |
| Hippocratic Financial Advisors, LLC | 2.79% | Add +0.5% | 138,751 | $6.4M |
| Jmac Enterprises LLC | 1.21% | Add +3.0% | 137,116 | $6.3M |
| Dynamic Advisor Solutions LLC | 0.20% | Reduce -4.9% | 136,649 | $6.3M |
| PEAK6 LLC | 0.18% | New | 135,704 | $6.2M |
| CMH Wealth Management LLC | 1.07% | New | 135,320 | $6.2M |
| Spire Wealth Management | 0.21% | Reduce -10.3% | 135,291 | $6.2M |
| Tidal Investments LLC | 0.02% | Add +53.0% | 135,091 | $6.2M |
| Valmark Advisers, Inc. | 0.07% | Add +27.8% | 134,937 | $6.2M |
| Bank of Nova Scotia | 0.01% | Add +50.6% | 134,642 | $6.2M |
| Measured Wealth Private Client Group, LLC | 1.68% | Reduce -5.4% | 134,064 | $6.2M |
| Nicolet Bankshares Inc. | 0.22% | Add +1096.7% | 131,302 | $6.0M |
| Martin & Co. Inc. | 1.02% | Add +1.9% | 130,414 | $6.0M |
| Granby Capital Management, LLC | 3.42% | No change | 130,000 | $6.0M |
| Appleton Partners Inc. | 0.41% | Reduce -0.3% | 129,154 | $5.9M |
| Strategic Wealth Investment Group, LLC | 0.75% | Reduce -0.8% | 128,218 | $5.9M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.59% | Reduce -2.3% | 127,610 | $5.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +174.6% | 127,340 | $5.8M |
| Round Rock Advisors LLC | 0.89% | Add +4.1% | 126,323 | $5.8M |
| Independent Financial Group, LLC | 0.13% | Add +1.5% | 125,907 | $5.8M |
| Kropog Financial Group, LLC | 4.66% | Add +0.6% | 124,903 | $5.7M |
| Swan Global Investments, LLC | 0.30% | Reduce -22.6% | 123,494 | $5.7M |
| Basepoint Wealth LLC | 3.24% | New | 123,420 | $5.7M |
| Wedbush Securities Inc. | 0.17% | Reduce -3.2% | 123,327 | $5.7M |
| Legacy Private Trust Co. | 0.35% | Reduce -0.6% | 123,106 | $5.6M |
| Floyd Financial Group LLC | 3.76% | Add +0.8% | 122,495 | $5.6M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1.11% | No change | 122,724 | $5.6M |
| Broussard Financial Group LLC | 4.47% | Add +2.0% | 121,839 | $5.6M |
| GAMCO Investors | 0.06% | Add +0.3% | 121,661 | $5.6M |
| Allworth Financial LP | 0.02% | Reduce -1.2% | 120,809 | $5.5M |
| Gateway Wealth Partners, LLC | 0.21% | Add +592.5% | 118,957 | $5.5M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Reduce -11.0% | 118,160 | $5.4M |
| Algorithmic Investment Models, LLC | 6.68% | Add +2.6% | 117,918 | $5.4M |
| Berger Financial Group, Inc | 0.30% | Add +0.6% | 117,648 | $5.4M |
| Mgo One Seven LLC | 0.11% | Add +9.8% | 117,254 | $5.4M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +5.9% | 116,703 | $5.4M |
| Tucker Asset Management LLC | 1.60% | Add +71.2% | 116,377 | $5.3M |
| Vectors Research Management, LLC | 1.54% | Reduce -16.0% | 114,872 | $5.3M |
| TD Waterhouse Canada Inc. | 0.02% | Add +31.4% | 112,971 | $5.2M |
| Investors Portfolio Services LLC | 4.78% | Reduce -5.4% | 112,472 | $5.2M |
| Csenge Advisory Group | 0.23% | Reduce -5.2% | 111,840 | $5.1M |
| Wealthfront Advisers LLC | 0.01% | Add +40.3% | 111,743 | $5.1M |
| Arete Wealth Advisors, LLC | 0.38% | Add +188.8% | 111,403 | $5.1M |
| Lighthouse Financial Services Inc. | 1.15% | Add +1.0% | 109,802 | $5.1M |
| Sava Penzisko Drushtvo A.D. Skopje | 1.54% | No change | 110,226 | $5.1M |
| Mutual Advisors, LLC | 0.11% | Add +10.9% | 108,336 | $5.0M |
| Farther Finance Advisors, LLC | 0.05% | Add +146.5% | 106,394 | $4.9M |
| One Wealth Map LLC | 2.38% | Reduce -2.7% | 105,006 | $4.9M |
| Innealta Capital, LLC | 3.03% | Reduce 0.0% | 106,372 | $4.9M |
| Walleye Trading LLC | 0.10% | New | 106,136 | $4.9M |
| Vickerman Investment Advisors, Inc. | 1.02% | Reduce -1.7% | 105,764 | $4.9M |
| Alerus Financial NA | 0.24% | Reduce -18.5% | 105,287 | $4.8M |
| Gladstone Institutional Advisory LLC | 0.18% | Reduce -56.0% | 104,944 | $4.8M |
| Roundview Capital LLC | 0.30% | Add +0.6% | 104,519 | $4.8M |
| Amica Mutual Insurance Co. | 0.41% | No change | 103,848 | $4.8M |
| Econ Financial Services Corp | 2.21% | New | 103,703 | $4.8M |
| Ausdal Financial Partners, Inc. | 0.21% | Reduce -27.3% | 103,623 | $4.8M |
| Prosperity Consulting Group, LLC | 0.21% | Reduce -2.0% | 103,434 | $4.7M |
| B. Riley Wealth Advisors, Inc. | 0.31% | Add +10.3% | 103,285 | $4.7M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +1.3% | 102,960 | $4.7M |
| UMB Bank, n.a. | 0.07% | Reduce -2.8% | 102,819 | $4.7M |
| HCR Wealth Advisors | 0.49% | Add +3.0% | 101,963 | $4.7M |
| D.A. Davidson & Co. | 0.03% | Add +4.3% | 100,722 | $4.6M |
| Blue Door Asset Management, LLC | 3.00% | No change | 100,000 | $4.6M |
| Larson Financial Group LLC | 0.15% | Add +55.0% | 99,993 | $4.6M |
| Innova Wealth Partners | 2.18% | Reduce -9.0% | 99,706 | $4.6M |
| VVR Holdings LLC | 2.36% | Add +7.7% | 99,565 | $4.6M |
| Graham Capital Management, L.P. | 0.21% | Reduce -73.8% | 98,830 | $4.5M |
| Twin Tree Management, LP | 0.95% | Add +283.5% | 98,694 | $4.5M |
| Trust Co. of Oklahoma | 1.31% | Add +7.7% | 97,975 | $4.5M |
| Quantinno Capital Management LP | 0.01% | Add +17.0% | 97,765 | $4.5M |
| Spahn Wealth & Retirement LLC | 5.64% | New | 96,620 | $4.4M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +92.9% | 96,241 | $4.4M |
| Cary Street Partners Financial LLC | 0.11% | Add +2.9% | 94,506 | $4.3M |
| Exencial Wealth Advisors, LLC | 0.13% | Reduce -1.8% | 93,822 | $4.3M |
| Ellis Investment Partners, LLC | 0.75% | Reduce -1.9% | 93,758 | $4.3M |
| 1 North Wealth Services LLC | 1.55% | Add +1.4% | 93,387 | $4.3M |
| CENTRAL TRUST Co | 0.08% | Add +2.2% | 92,762 | $4.3M |
| Iyo Bank, Ltd. | 1.51% | Add +303.7% | 92,358 | $4.2M |
| AE Wealth Management LLC | 0.02% | Add +39.3% | 92,312 | $4.2M |
| Biondo Investment Advisors, LLC | 0.54% | New | 91,189 | $4.2M |
| Robertson Stephens Wealth Management, LLC | 0.12% | Reduce -57.1% | 90,876 | $4.2M |
| Strategic Financial Group, LLC | 4.26% | — | 90,230 | $4.1M |
| Montag A & Associates Inc. | 0.19% | Add +42.3% | 89,880 | $4.1M |
| Arkadios Wealth Advisors | 0.07% | Add +2.7% | 89,548 | $4.1M |
| Investment Management Corp. /Va/ | 3.52% | Add +0.2% | 89,423 | $4.1M |
| Apriem Advisors | 0.39% | No change | 89,400 | $4.1M |
| Stephens Inc. | 0.05% | Add +3.5% | 89,216 | $4.1M |
| Blueline Advisors LLC | 3.15% | Add +7.5% | 88,578 | $4.1M |
| Game Plan Financial Advisors, LLC | 1.89% | Add +7193.7% | 88,546 | $4.1M |
| Hancock Whitney Corp. | 0.07% | Reduce -1.6% | 88,424 | $4.1M |
| Silver Oak Securities, Incorporated | 0.30% | Add +13.6% | 88,420 | $4.1M |
| Arta Finance Wealth Management LLC | 2.00% | Add +3.3% | 88,324 | $4.1M |
| PFG Investments, LLC | 0.19% | Reduce -0.1% | 88,232 | $4.0M |
| Hamel Associates, Inc. | 1.15% | Add +0.8% | 87,785 | $4.0M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -10.3% | 87,625 | $4.0M |
| AMG National Trust Bank | 0.09% | Add +34.2% | 86,955 | $4.0M |
| Geneos Wealth Management Inc. | 0.09% | Add +80.9% | 86,915 | $4.0M |
| AAFMAA Wealth Management & Trust LLC | 1.54% | Add +15.6% | 86,634 | $4.0M |
| Silver Coast Investments LLC | 1.27% | Add +2.5% | 86,386 | $4.0M |
| Integrity Alliance, Llc. | 0.15% | Reduce -68.3% | 86,325 | $4.0M |
| Centric Wealth Management | 0.79% | Add +4.8% | 85,355 | $4.0M |
| Forbes J M & Co. LLP | 0.33% | No change | 85,378 | $3.9M |
| Fiduciary Group, LLC | 0.33% | Reduce -0.5% | 83,787 | $3.8M |
| Moors & Cabot, Inc. | 0.16% | Reduce -0.4% | 83,674 | $3.8M |
| Verition Fund Management LLC | 0.04% | Add +173.8% | 83,612 | $3.8M |
| Axiom Investment Management LLC | 2.92% | — | 83,518 | $3.8M |
| Ami Investment Management Inc. | 0.86% | Add +3.9% | 83,102 | $3.8M |
| MFG Wealth Management, Inc. | 3.10% | Reduce -2.5% | 81,540 | $3.7M |
| Consolidated Investment Group LLC | 0.41% | Add +2.2% | 81,470 | $3.7M |
| Ranch Capital Advisors Inc. | 1.35% | Add +1.6% | 80,252 | $3.7M |
| Canton Hathaway, LLC | 0.74% | Add +4.5% | 80,000 | $3.7M |
| Silphium Asset Management Ltd | 1.39% | Add +6.4% | 79,787 | $3.7M |
| WESPAC Advisors SoCal, LLC | 0.78% | Reduce -1.1% | 79,740 | $3.7M |
| Cavalier Investments, LLC | 0.94% | New | 79,646 | $3.7M |
| Focus Financial Network, Inc. | 0.13% | Reduce -0.3% | 79,571 | $3.7M |
| Private Wealth Advisors, LLC | 1.03% | Reduce -38.7% | 79,479 | $3.6M |
| Key Client Fiduciary Advisors, LLC | 1.24% | Reduce -1.1% | 78,912 | $3.6M |
| Investment Partners, LTD. | 1.28% | Reduce -0.1% | 78,293 | $3.6M |
| Stillwater Capital Advisors, LLC | 0.41% | Reduce -1.1% | 78,109 | $3.6M |
| National Bank of Canada | 0.00% | Add +99.8% | 77,734 | $3.6M |
| Compass Wealth Management, LLC | 1.52% | Add +7.7% | 77,335 | $3.5M |
| Clare Market Investments LLC | 0.74% | — | 76,673 | $3.5M |
| Commerce Bank | 0.02% | Add +37.0% | 76,351 | $3.5M |
| Peddock Capital Advisors, LLC | 0.77% | Add +7.2% | 76,318 | $3.5M |
| Concentric Capital Strategies, LP | 0.31% | New | 76,301 | $3.5M |
| Wealth Quarterback LLC | 1.37% | Reduce -0.1% | 75,934 | $3.5M |
| Syon Capital LLC | 0.18% | Add +7.4% | 75,902 | $3.5M |
| Principal Securities, Inc. | 0.05% | Reduce -6.5% | 75,454 | $3.5M |
| NBT Bank, N.A. | 0.23% | Add +1.6% | 75,067 | $3.4M |
| Penserra Capital Management LLC | 0.04% | New | 74,956 | $3.4M |
| Visionary Horizons, LLC | 1.69% | Add +123.3% | 74,850 | $3.4M |
| United Capital Financial Advisors, LLC | 0.02% | Add +1.6% | 74,814 | $3.4M |
| Spirepoint Private Client, LLC | 0.33% | Reduce -81.0% | 74,757 | $3.4M |
| Elevation Point Wealth Partners, LLC | 0.08% | Add +75.3% | 74,084 | $3.4M |
| LCM Capital Management Inc | 1.70% | Add +0.4% | 73,744 | $3.4M |
| Associated Banc-Corp | 0.09% | Reduce -1.1% | 73,184 | $3.4M |
| Cordatus Wealth Management LLC | 0.80% | Reduce -1.4% | 73,105 | $3.4M |
| Brave Asset Management Inc. | 0.79% | Add +1.4% | 72,784 | $3.3M |
| Alphadyne Asset Management LP | 0.44% | Reduce -42.2% | 72,717 | $3.3M |
| Lakeshore Capital Group, Inc. | 2.72% | Add +1.1% | 72,482 | $3.3M |
| Keybank National Association | 0.01% | Add +0.6% | 72,115 | $3.3M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -42.4% | 71,947 | $3.3M |
| Proficio Capital Partners LLC | 0.17% | Reduce -78.1% | 71,215 | $3.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -18.7% | 71,120 | $3.2M |
| Cim Investment Management Inc. | 0.86% | Reduce -0.5% | 70,539 | $3.2M |
| Adams Wealth Management | 0.71% | Add +3.5% | 70,473 | $3.2M |
| CacheTech Inc. | 0.62% | Add +3.5% | 70,473 | $3.2M |
| Sacks & Associates, LLC | 2.40% | Add +0.8% | 70,380 | $3.2M |
| Winthrop Capital Management, LLC | 0.83% | Add +0.8% | 70,105 | $3.2M |
| Shaker Investments LLC | 1.46% | Reduce -5.9% | 70,086 | $3.2M |
| Solstein Capital, LLC | 1.32% | Add +87.1% | 69,823 | $3.2M |
| Glenmede Trust Co. NA | 0.02% | Reduce -0.1% | 68,280 | $3.1M |
| Tenzing Financial LLC | 2.35% | Add +3.5% | 67,526 | $3.1M |
| Financial Planning Hawaii, Inc. | 1.84% | Reduce -0.3% | 68,160 | $3.1M |
| American Assets Investment Management, LLC | 0.21% | No change | 68,000 | $3.1M |
| St Germain D J Co. Inc. | 0.12% | Reduce -4.0% | 67,929 | $3.1M |
| Merit Financial Group, LLC | 0.02% | Add +15.0% | 67,842 | $3.1M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -29.7% | 67,630 | $3.1M |
| Fragasso Financial Advisors Inc | 0.19% | Reduce -0.5% | 66,979 | $3.1M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -94.1% | 66,498 | $3.1M |
| Clear Wave Wealth Management LLC | 0.77% | — | 66,370 | $3.0M |
| WBH Advisory Inc. | 0.23% | Add +0.5% | 65,947 | $3.0M |
| MV Capital Management, Inc. | 0.30% | Add +0.4% | 66,228 | $3.0M |
| Magnus Financial Group LLC | 0.25% | Reduce -3.0% | 66,207 | $3.0M |
| Financial Discovery Group Inc. | 7.03% | — | 65,518 | $3.0M |
| Sendero Wealth Management, LLC | 0.33% | No change | 64,805 | $3.0M |
| Fortis Group Advisors, LLC | 0.49% | Add +2816.5% | 63,201 | $3.0M |
| Patten & Patten Inc. | 0.18% | Reduce -1.4% | 64,095 | $2.9M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +101.2% | 63,974 | $2.9M |
| Freestone Capital Holdings, LLC | 0.09% | Reduce -2.7% | 63,911 | $2.9M |
| New Wave Wealth Advisors LLC | 1.03% | Add +100.9% | 63,901 | $2.9M |
| Money Concepts Capital Corp. | 0.16% | Reduce -22.0% | 63,896 | $2.9M |
| Midwest Financial Group LLC | 1.25% | Add +3.7% | 63,799 | $2.9M |
| Carnegie Investment Counsel | 0.06% | Add +0.3% | 63,405 | $2.9M |
| Fox Hill Wealth Management | 1.39% | Add +9.6% | 63,060 | $2.9M |
| Valence8 US LP | 1.01% | Reduce -50.8% | 62,955 | $2.9M |
| Wayfinding Financial, LLC | 1.25% | Reduce -1.6% | 62,901 | $2.9M |
| Zullo Investment Group, Inc. | 1.09% | Add +3.6% | 62,372 | $2.9M |
| Wilson & Boucher Capital Management, LLC | 1.90% | Add +2.8% | 62,263 | $2.9M |
| Huntington National Bank | 0.02% | Reduce -3.9% | 61,629 | $2.8M |
| RPg Family Wealth Advisory, LLC | 0.59% | Reduce -3.4% | 61,469 | $2.8M |
| Cornerstone Wealth Group, LLC | 0.18% | New | 62,548 | $2.8M |
| KOM Wealth Management Group, LLC | 1.91% | Reduce -6.8% | 61,201 | $2.8M |
| Apollon Wealth Management, LLC | 0.05% | Add +0.3% | 61,139 | $2.8M |
| Earned Wealth Advisors, LLC | 0.19% | Add +0.1% | 60,866 | $2.8M |
| Southern Capital Services Inc. | 1.79% | Reduce -3.2% | 60,665 | $2.8M |
| Sage Capital Advisors,llc | 0.64% | Add +0.4% | 60,495 | $2.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | — | 60,461 | $2.8M |
| Hudock, Inc. | 0.41% | Add +4.6% | 60,424 | $2.8M |
| Shepherd Financial Partners LLC | 0.26% | Reduce -0.8% | 60,370 | $2.8M |
| Joseph P. Lucia & Associates, LLC | 0.98% | Add +17.7% | 60,018 | $2.8M |
| AlphaCore Capital LLC | 0.07% | Reduce -11.8% | 59,979 | $2.8M |
| Butensky & Cohen Financial Security, Inc. | 0.72% | Add +1.4% | 59,921 | $2.7M |
| Bellwether Advisors, LLC | 0.46% | New | 59,119 | $2.7M |
| SMI Advisory Services, LLC | 0.45% | New | 58,630 | $2.7M |
| Risk Paradigm Group, LLC | 2.31% | Reduce -3.9% | 58,897 | $2.7M |
| Simmons Bank | 0.18% | Reduce -10.6% | 58,768 | $2.7M |
| Inscription Capital, LLC | 0.28% | New | 58,647 | $2.7M |
| Washington Growth Strategies LLC | 1.74% | Reduce -3.8% | 58,151 | $2.7M |
| Western Wealth Management, LLC | 0.10% | Add +21.0% | 58,030 | $2.7M |
| DV Trading LLC | 0.24% | Add +9780.8% | 58,000 | $2.7M |
| First Merchants Corp. | 0.10% | Reduce -12.4% | 57,901 | $2.7M |
| Braeburn Wealth Management LLC | 1.51% | Reduce -51.3% | 57,683 | $2.6M |
| Community Bank, N.A. | 0.31% | Reduce -0.9% | 57,513 | $2.6M |
| Aspen Investment Management Inc | 0.81% | Reduce -0.1% | 57,459 | $2.6M |
| Laurel Wealth Advisors LLC | 0.26% | Reduce -0.5% | 58,417 | $2.6M |
| Ironsides Asset Advisors, LLC | 0.65% | Reduce -6.6% | 56,743 | $2.6M |
| Coastal Bridge Advisors, LLC | 0.18% | Add +3.1% | 56,298 | $2.6M |
| Grandview Asset Management LLC | 0.74% | Add +22.0% | 55,461 | $2.5M |
| Stolper Co | 0.72% | Add +36.1% | 26,235 | $2.5M |
| Meridian Wealth Management, LLC | 0.09% | Add +15.9% | 55,133 | $2.5M |
| Avior Wealth Management, LLC | 0.07% | Add +48.1% | 54,979 | $2.5M |
| D L Carlson Investment Group Inc. | 0.43% | Reduce -2.4% | 54,827 | $2.5M |
| Quantbot Technologies LP | 0.10% | Add +141.0% | 54,707 | $2.5M |
| Two Sigma Securities, LLC | 0.29% | Add +149.6% | 54,620 | $2.5M |
| M&T Bank Corp | 0.01% | Add +0.7% | 54,460 | $2.5M |
| Modera Wealth Management, LLC | 0.03% | Reduce -3.3% | 54,385 | $2.5M |
| Asset Advisors Investment Management, LLC | 0.24% | Add +7.2% | 53,840 | $2.5M |
| Old National Bancorp | 0.04% | Reduce -8.2% | 53,326 | $2.4M |
| S. R. Schill & Associates | 1.64% | Reduce -44.4% | 52,815 | $2.4M |
| Corrado Advisors, LLC | 1.26% | Reduce -0.7% | 52,592 | $2.4M |
| Hills Bank & Trust Co | 0.12% | Add +64.8% | 52,285 | $2.4M |
| Accretive Wealth Partners, LLC | 0.68% | Add +0.8% | 52,280 | $2.4M |
| SeaCrest Wealth Management, LLC | 0.26% | Reduce -18.8% | 52,012 | $2.4M |
| Corundum Group, Inc. | 0.80% | Add +21.7% | 51,948 | $2.4M |
| Investment Management Trust, LLC | 2.30% | — | 51,498 | $2.4M |
| Zuckerman Investment Group, LLC | 0.22% | Add +1.2% | 51,445 | $2.4M |
| Keystone Financial Group | 0.16% | Add +7.8% | 51,403 | $2.4M |
| Virtue Capital Management, LLC | 0.36% | Reduce -4.0% | 51,240 | $2.4M |
| Mechanics Bank Trust Department | 0.33% | Reduce -0.8% | 51,208 | $2.3M |
| Lee Johnson Capital Management, LLC | 0.84% | New | 51,172 | $2.3M |
| Hanseatic Management Services Inc. | 2.23% | — | 50,810 | $2.3M |
| 1ST Source Bank | 0.12% | Add +40.7% | 50,750 | $2.3M |
| Transamerica Financial Advisors, LLC | 0.20% | Add +19.5% | 50,726 | $2.3M |
| Choreo, LLC | 0.03% | Add +9.2% | 50,703 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -47.8% | 50,617 | $2.3M |
| Florida Financial Advisors, LLC | 0.55% | Add +10.3% | 50,533 | $2.3M |
| SHUTTLEWORTH & Co | 2.10% | Add +1.7% | 50,512 | $2.3M |
| Secure Asset Management, LLC | 0.37% | Add +4.6% | 50,406 | $2.3M |
| Private Capital Management, LLC | 0.24% | Reduce -2.1% | 50,257 | $2.3M |
| Venturi Wealth Management, LLC | 0.10% | Reduce -3.7% | 50,068 | $2.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -81.5% | 49,592 | $2.3M |
| Anfield Capital Management, LLC | 0.62% | Add +9.3% | 49,470 | $2.3M |
| City Holding Co. | 0.28% | Add +18.7% | 49,343 | $2.3M |
| Park Edge Advisors, LLC | 0.52% | Reduce -49.3% | 49,276 | $2.3M |
| McCollum Christoferson Group LLC | 0.67% | New | 48,940 | $2.2M |
| Clark Capital Management Group, Inc. | 0.01% | New | 48,914 | $2.2M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -2.3% | 48,865 | $2.2M |
| Clearbridge Investments, LLC | 0.00% | No change | 48,784 | $2.2M |
| Retireful, LLC | 3.13% | Reduce -1.4% | 48,433 | $2.2M |
| Aristides Capital LLC | 0.74% | Add +14.5% | 48,308 | $2.2M |
| Choate Investment Advisors | 0.04% | No change | 48,240 | $2.2M |
| Securian Asset Management, Inc. | 0.09% | No change | 48,000 | $2.2M |
| WJ Financial Advisors LLC | 1.77% | Add +10.5% | 47,898 | $2.2M |
| Fluent Financial, LLC | 0.80% | Reduce -80.6% | 47,337 | $2.2M |
| Westwind Capital | 0.52% | New | 47,632 | $2.2M |
| Woodmont Investment Counsel LLC | 0.13% | Add +0.6% | 47,602 | $2.2M |
| Compass Financial Group, Inc. | 0.98% | Add +0.4% | 47,456 | $2.2M |
| Axxcess Wealth Management, LLC | 0.07% | Reduce -8.6% | 47,315 | $2.2M |
| Belpointe Asset Management LLC | 0.08% | Add +82.4% | 47,220 | $2.2M |
| Savior LLC | 7.71% | Reduce -8.7% | 47,097 | $2.2M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -37.3% | 46,962 | $2.2M |
| Colton Groome Financial Advisors, LLC | 0.61% | Add +4.0% | 46,856 | $2.2M |
| Atlas Capital Advisors Inc. | 0.25% | Add +18.7% | 46,821 | $2.1M |
| Flagship Private Wealth, LLC | 0.87% | Add +32.1% | 46,699 | $2.1M |
| Concentrum Wealth Management | 0.63% | Add +7.6% | 46,672 | $2.1M |
| Clarus Wealth Advisors | 0.90% | Add +6.5% | 45,854 | $2.1M |
| J.Safra Asset Management Corp | 0.11% | Add +0.3% | 46,152 | $2.1M |
| TCP Asset Management, LLC | 0.27% | New | 46,131 | $2.1M |
| Koa Wealth Management, LLC | 1.52% | Add +5.0% | 45,962 | $2.1M |
| Providence First Trust Co | 0.74% | Reduce -19.1% | 45,683 | $2.1M |
| Everstar Asset Management, LLC | 1.11% | Reduce -13.3% | 45,624 | $2.1M |
| Franklin Street Advisors Inc. | 0.13% | No change | 45,508 | $2.1M |
| TD Private Client Wealth LLC | 0.04% | Reduce -11.4% | 45,454 | $2.1M |
| Second Half Financial Partners, LLC | 0.94% | Add +10.8% | 45,445 | $2.1M |
| Diversify Wealth Management, LLC | 0.04% | Add +108.6% | 45,639 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -5.1% | 45,244 | $2.1M |
| Uptown Financial Advisors LLC | 1.68% | Add +9.6% | 45,235 | $2.1M |
| PW Nova Financial Services LLC | 0.56% | Add +112.9% | 45,057 | $2.1M |
| Crews Bank & Trust | 0.30% | Reduce -1.9% | 44,805 | $2.1M |
| Journey Strategic Wealth LLC | 0.05% | Reduce -2.6% | 44,580 | $2.0M |
| Hansen & Associates Financial Group, Inc. | 1.10% | Add +257.9% | 43,974 | $2.0M |
| Simplicity Wealth,LLC | 0.12% | Reduce -9.8% | 44,290 | $2.0M |
| Johnson Investment Counsel Inc. | 0.02% | Add +0.2% | 43,964 | $2.0M |
| Cranbrook Wealth Management, LLC | 0.41% | Reduce -0.6% | 43,954 | $2.0M |
| Intrepid Financial Planning Group LLC | 0.81% | Add +1.2% | 43,900 | $2.0M |
| Advisor OS, LLC | 0.15% | Reduce -1.5% | 43,880 | $2.0M |
| Sei Investments Co. | 0.00% | New | 43,679 | $2.0M |
| Private Trust Co. NA | 0.18% | Add +2.2% | 43,665 | $2.0M |
| Lane Brothers & Co. Inc. | 1.45% | Add +15.0% | 43,457 | $2.0M |
| Bravera Wealth | 0.90% | Add +28.4% | 43,428 | $2.0M |
| Foronjy Financial LLC | 0.83% | Add +5.0% | 43,350 | $2.0M |
| Hollencrest Capital Management | 0.07% | Add +0.0% | 43,159 | $2.0M |
| Chilton Investment Co. Inc. | 0.05% | No change | 43,000 | $2.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +275.3% | 42,724 | $2.0M |
| Maridea Wealth Management LLC | 0.29% | Add +1.6% | 42,619 | $2.0M |
| NCM Capital Management, LLC | 0.70% | Reduce -1.1% | 42,468 | $1.9M |
| Premier Path Wealth Partners, LLC | 0.25% | Reduce -18.3% | 42,222 | $1.9M |
| Certified Advisory Corp | 0.17% | Reduce -6.8% | 41,907 | $1.9M |
| M1 Capital Management LLC | 0.88% | Add +0.3% | 41,638 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +39.6% | 41,594 | $1.9M |
| Kovack Advisors, Inc. | 0.10% | Reduce -17.5% | 41,252 | $1.9M |
| Venture Visionary Partners LLC | 0.06% | No change | 41,386 | $1.9M |
| Centurion Wealth Management LLC | 0.43% | Reduce -70.6% | 41,383 | $1.9M |
| Client First Investment Management LLC | 0.98% | New | 41,208 | $1.9M |
| Proffitt & Goodson Inc. | 0.29% | Reduce -0.1% | 41,082 | $1.9M |
| Sava Infond d.o.o. | 0.27% | No change | 41,080 | $1.9M |
| Laraway Financial Advisors Inc | 1.32% | Reduce -0.2% | 40,872 | $1.9M |
| Performance Wealth Partners, LLC | 0.05% | Add +0.0% | 40,446 | $1.9M |
| Summit Wealth Partners, LLC | 0.29% | Add +234.1% | 40,397 | $1.9M |
| Level Four Advisory Services, LLC | 0.06% | Reduce -70.4% | 40,391 | $1.9M |
| Vise Technologies, Inc. | 0.04% | No change | 43,403 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +0.0% | 40,169 | $1.8M |
| Stamos Capital Partners, L.P. | 0.29% | Add +0.9% | 39,982 | $1.8M |
| International Assets Investment Management, LLC | 0.13% | Reduce -4.7% | 39,500 | $1.8M |
| Group One Trading LLC | 0.06% | New | 39,569 | $1.8M |
| Apella Capital, LLC | 0.03% | New | 39,159 | $1.8M |
| Citizens Financial Group Inc. | 0.03% | Reduce -6.5% | 39,386 | $1.8M |
| Hilltop Holdings Inc. | 0.16% | Reduce -52.4% | 39,218 | $1.8M |
| World Investment Advisors | 0.03% | Add +12.7% | 39,212 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +4.7% | 39,104 | $1.8M |
| City Center Advisors, LLC | 1.65% | Reduce -29.6% | 38,988 | $1.8M |
| Lionsbridge Wealth Management LLC | 1.80% | Add +2.3% | 38,928 | $1.8M |
| Parallel Advisors, LLC | 0.03% | Add +8.0% | 38,818 | $1.8M |
| Credit Industriel Et Commercial | 0.31% | New | 38,804 | $1.8M |
| Integrated Advisors Network LLC | 0.09% | Reduce -30.7% | 38,406 | $1.8M |
| Global View Capital Management LLC | 0.47% | Add +64.3% | 38,322 | $1.8M |
| Orange Investment Advisors, Inc. | 0.23% | Reduce -8.3% | 38,304 | $1.8M |
| Central Bank & Trust Co. | 0.28% | Reduce -1.9% | 38,268 | $1.8M |
| Per Stirling Capital Management, LLC. | 0.19% | Add +484.3% | 38,127 | $1.7M |
| Wexford Capital LP | 0.29% | Add +7.6% | 37,952 | $1.7M |
| Chemung Canal Trust Co. | 0.35% | Reduce -0.1% | 37,796 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -97.0% | 37,206 | $1.7M |
| Stableford Capital II LLC | 0.63% | Reduce -30.3% | 36,986 | $1.7M |
| Bullock Wealth Management Group | 0.85% | Reduce -8.9% | 36,650 | $1.7M |
| J. Safra Sarasin Holding AG | 0.03% | Add +5.1% | 36,759 | $1.7M |
| Polymer Capital Management (HK) LTD | 0.24% | No change | 36,768 | $1.7M |
| Flow Traders U.S. LLC | 0.05% | New | 36,323 | $1.7M |
| WP Advisors, LLC | 0.43% | Reduce -0.2% | 36,274 | $1.7M |
| Spinnaker Investment Group, LLC | 0.34% | Add +19.0% | 36,185 | $1.7M |
| Jacobi Capital Management LLC | 0.09% | Add +15.5% | 36,168 | $1.7M |
| Prentice Wealth Management LLC | 0.37% | Reduce -0.2% | 36,014 | $1.7M |
| Freedom Financial Partners LLC | 0.59% | Add +2.2% | 36,007 | $1.7M |
| Altura Wealth Advisors Inc. | 0.72% | Reduce -36.1% | 35,832 | $1.6M |
| PeakShares LLC | 1.51% | Add +2.9% | 35,768 | $1.6M |
| Kassira Wealth Management LLC | 1.49% | Add +0.4% | 35,422 | $1.6M |
| Harbor Investment Advisory, LLC | 0.13% | Reduce -0.9% | 35,260 | $1.6M |
| Xcelsior Advisor Partners LLC | 0.61% | No change | 34,688 | $1.6M |
| Evernest Financial Advisors, LLC | 0.33% | Add +6.9% | 34,316 | $1.6M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -10.9% | 34,527 | $1.6M |
| GeoWealth Management, LLC | 0.06% | Add +39.1% | 34,495 | $1.6M |
| Cladis Investment Advisory, LLC | 0.87% | Add +7.1% | 34,387 | $1.6M |
| Wealthspire Retirement, LLC | 0.09% | Add +3.9% | 34,296 | $1.6M |
| Asset Allocation Strategies LLC | 0.28% | Reduce -13.1% | 34,235 | $1.6M |
| Interactive Financial Advisors, Inc. | 1.02% | Reduce -1.3% | 34,137 | $1.6M |
| 111 Capital | 0.38% | Reduce -79.4% | 33,914 | $1.6M |
| GM Advisory Group, LLC | 0.06% | Add +22.1% | 33,861 | $1.6M |
| NewEdge Wealth, LLC | 0.02% | Add +17.7% | 33,624 | $1.5M |
| Accel Wealth Management | 0.40% | Reduce -11.9% | 33,540 | $1.5M |
| Everest Financial Group LLC | 0.25% | New | 33,242 | $1.5M |
| AdvisorNet Financial, Inc | 0.08% | Add +7.6% | 33,142 | $1.5M |
| Turn8 Private Wealth Inc. | 0.95% | Add +45.2% | 33,069 | $1.5M |
| Cabana LLC | 11.90% | Reduce -15.4% | 33,028 | $1.5M |
| ATX Financial Planning, LLC | 1.15% | Add +210.1% | 32,856 | $1.5M |
| Greenwood Capital Associates LLC | 0.17% | Reduce -57.8% | 32,808 | $1.5M |
| CDM Financial Counseling Services, Inc. | 1.44% | Add +0.8% | 32,791 | $1.5M |
| Samalin Investment Counsel, LLC | 0.53% | Add +0.2% | 32,585 | $1.5M |
| Realta Investment Advisors | 0.51% | Add +49.6% | 32,078 | $1.5M |
| Clear Creek Financial Management, LLC | 0.11% | Reduce -0.6% | 31,967 | $1.5M |
| Peoples Financial Services Corp. | 0.69% | Reduce -2.3% | 31,905 | $1.5M |
| Horizon Financial Services, LLC | 0.65% | Add +45.2% | 31,888 | $1.5M |
| Shum Financial Group, Inc. | 1.03% | Add +0.1% | 31,679 | $1.5M |
| Pine Valley Investments Ltd Liability Co | 0.07% | Add +0.4% | 31,532 | $1.4M |
| Capital Advisors, Ltd. LLC | 0.16% | Add +0.8% | 31,517 | $1.4M |
| Horizon Family Wealth, Inc. | 0.76% | Add +2.4% | 31,497 | $1.4M |
| Arax Advisory Partners | 0.04% | Add +58.5% | 31,296 | $1.4M |
| Ticino Wealth | 0.50% | Reduce -3.8% | 28,142 | $1.4M |
| Financial & Tax Architects, LLC | 0.32% | Reduce -0.7% | 31,194 | $1.4M |
| Sharper & Granite LLC | 0.49% | Reduce -26.2% | 31,190 | $1.4M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -8.5% | 31,125 | $1.4M |
| Patriot Investment Management Group, Inc. | 0.09% | No change | 31,038 | $1.4M |
| HBK Sorce Advisory LLC | 0.03% | Add +4.5% | 31,836 | $1.4M |
| Parkside Investments, LLC | 0.17% | Add +3.3% | 31,000 | $1.4M |
| CWA Asset Management Group, LLC | 0.05% | Reduce -8.2% | 30,877 | $1.4M |
| HBW Advisory Services LLC | 0.15% | Add +26.5% | 30,779 | $1.4M |
| Pinebridge Investments LLC | 0.01% | Reduce -11.6% | 30,652 | $1.4M |
| Kintra Wealth, LLC | 0.10% | New | 30,494 | $1.4M |
| Essex LLC | 0.24% | Add +5.3% | 30,200 | $1.4M |
| Nvest Financial, LLC | 0.51% | Reduce -1.8% | 29,972 | $1.4M |
| Bluebird Wealth Management LLC | 1.40% | Add +2.1% | 29,838 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +0.1% | 29,783 | $1.4M |
| Caption Management, LLC | 0.07% | New | 29,700 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Add +3.3% | 29,645 | $1.4M |
| Lee Danner & Bass Inc. | 0.09% | Reduce -2.0% | 29,555 | $1.4M |
| Diversified Enterprises, LLC | 0.07% | Reduce -4.8% | 29,383 | $1.3M |
| Sepio Capital, LP | 0.07% | Reduce -1.4% | 29,354 | $1.3M |
| Summit Financial Consulting LLC | 0.96% | Add +51.8% | 29,325 | $1.3M |
| Wincap Financial LLC | 0.89% | Add +5.2% | 29,154 | $1.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Reduce -20.4% | 29,060 | $1.3M |
| Pursuit Wealth Strategies, LLC | 1.85% | Add +8.8% | 28,947 | $1.3M |
| Symmetry Partners, LLC | 0.08% | Add +162.0% | 28,864 | $1.3M |
| Creekside Partners | 0.54% | Add +10.7% | 28,828 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | Add +34.5% | 28,811 | $1.3M |
| Counterweight Ventures, LLC | 0.74% | Add +25.3% | 28,738 | $1.3M |
| WealthShield Partners, LLC | 0.15% | Add +0.0% | 28,721 | $1.3M |
| Midwest Trust Co | 0.02% | Add +0.2% | 28,559 | $1.3M |
| Purus Wealth Management, LLC | 0.42% | Add +12.6% | 28,465 | $1.3M |
| St. Nicholas Private Asset Management, Inc. | 1.22% | No change | 28,440 | $1.3M |
| Wall Capital Group, Inc. | 1.39% | Add +26.2% | 28,426 | $1.3M |
| Fourth Dimension Wealth, LLC | 0.49% | Add +0.4% | 28,415 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +3.6% | 28,388 | $1.3M |
| Rehmann Capital Advisory Group | 0.07% | Add +70.5% | 28,246 | $1.3M |
| Granite Harbor Advisors, Inc. | 0.57% | Reduce -3.0% | 28,217 | $1.3M |
| Rothschild Wealth LLC | 0.12% | New | 28,021 | $1.3M |
| 3EDGE Asset Management, LP | 0.06% | Add +23.7% | 27,888 | $1.3M |
| Private Wealth Group, LLC | 0.59% | No change | 27,770 | $1.3M |
| J. Goldman & Co LP | 0.06% | Add +40.5% | 27,700 | $1.3M |
| Strategic Blueprint, LLC | 0.07% | Reduce -17.5% | 27,633 | $1.3M |
| SCS Capital Management LLC | 0.01% | Reduce -8.0% | 27,623 | $1.3M |
| Opus Financial Solutions LLC | 1.19% | Reduce -2.7% | 27,611 | $1.3M |
| Platform Technology Partners | 0.24% | Add +17.5% | 27,506 | $1.3M |
| Transcend Capital Advisors, LLC | 0.10% | Add +13.9% | 27,249 | $1.3M |
| Dorsey & Whitney Trust CO LLC | 0.07% | New | 27,204 | $1.2M |
| Orrstown Financial Services Inc. | 0.21% | Reduce -8.1% | 27,065 | $1.2M |
| Resonant Capital Advisors, LLC | 0.06% | No change | 26,930 | $1.2M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +18.1% | 26,913 | $1.2M |
| Sage Capital Management, LLC | 0.58% | Add +0.4% | 26,739 | $1.2M |
| Edgestream Partners, L.P. | 0.04% | Reduce -26.9% | 26,686 | $1.2M |
| Regions Financial Corp. | 0.01% | Add +9.3% | 26,603 | $1.2M |
| Bright Futures Wealth Management, LLC. | 0.83% | New | 26,561 | $1.2M |
| Telos Capital Management, Inc. | 0.12% | Add +5.4% | 26,487 | $1.2M |
| BBR Partners, LLC | 0.07% | No change | 26,410 | $1.2M |
| IKE Capital, LLC | 0.68% | Add +7.9% | 26,253 | $1.2M |
| Apollon Financial, LLC | 0.17% | Add +1.4% | 26,219 | $1.2M |
| Denver Wealth Management, Inc. | 0.41% | Reduce -2.3% | 26,210 | $1.2M |
| Cary Street Partners Investment Advisory LLC | 0.31% | Reduce -2.3% | 26,057 | $1.2M |
| Centennial Bank | 0.43% | Add +4.9% | 26,005 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Reduce -12.2% | 25,969 | $1.2M |
| Primoris Wealth Advisors, LLC | 0.83% | Add +2.9% | 25,878 | $1.2M |
| JBR Co Financial Management Inc | 0.50% | No change | 27,712 | $1.2M |
| Intrua Financial, LLC | 0.13% | Reduce -68.0% | 25,742 | $1.2M |
| Advyzon Investment Management, LLC | 0.11% | Add +0.7% | 25,740 | $1.2M |
| Cypress Capital Group | 0.13% | Reduce -9.7% | 25,590 | $1.2M |
| Waldron Private Wealth LLC | 0.05% | No change | 25,578 | $1.2M |
| Fairvoy Private Wealth, LLC | 0.28% | Reduce -39.2% | 25,494 | $1.2M |
| Shulman DeMeo Asset Management LLC | 0.25% | Reduce -0.8% | 25,484 | $1.2M |
| CWC Advisors, LLC. | 0.56% | Reduce -0.7% | 25,459 | $1.2M |
| First National Bank of Omaha | 0.04% | Reduce -8.8% | 25,432 | $1.2M |
| Terra Nova Asset Management LLC | 0.86% | Reduce -3.9% | 25,309 | $1.2M |
| Prudent Investors Network, Inc. | 0.25% | Reduce -86.2% | 25,178 | $1.2M |
| Nwam LLC | 0.07% | Add +0.7% | 25,157 | $1.2M |
| Family Investment Center, Inc. | 0.22% | Add +20.0% | 25,107 | $1.2M |
| Alamea Verwaltungs GmbH | 0.85% | No change | 25,000 | $1.1M |
| CVS HEALTH Corp | 0.54% | New | 25,000 | $1.1M |
| Sovereign Financial Group, Inc. | 0.20% | Add +40.8% | 24,965 | $1.1M |
| Dedeker Financial LLC | 1.00% | Reduce -5.9% | 24,939 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Add +0.7% | 24,939 | $1.1M |
| Odyssey Capital Advisors, Inc. | 1.02% | Add +29.8% | 24,737 | $1.1M |
| Pettyjohn, Wood & White, Inc. | 0.18% | Reduce -1.4% | 24,733 | $1.1M |
| AmeriServ Wealth Advisors | 0.72% | Reduce -7.9% | 24,692 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.8% | 24,676 | $1.1M |
| Ssi Investment Management LLC | 0.09% | No change | 24,600 | $1.1M |
| Disciplined Investors, L.L.C. | 0.67% | Add +26.7% | 24,557 | $1.1M |
| Trust Co | 0.11% | Reduce -6.3% | 24,556 | $1.1M |
| Bramshill Investments, LLC | 0.10% | Add +44.1% | 24,500 | $1.1M |
| First Trust Advisors LP | 0.00% | Reduce -6.7% | 24,435 | $1.1M |
| OneAscent Financial Services LLC | 0.06% | New | 24,411 | $1.1M |
| KKM Financial LLC | 0.20% | No change | 26,030 | $1.1M |
| Montecito Bank & Trust | 0.18% | No change | 23,978 | $1.1M |
| Harbor Capital Advisors, Inc. | 0.09% | New | 23,850 | $1.1M |
| Keel Point, LLC | 0.07% | Add +9.4% | 23,830 | $1.1M |
| Meridian Financial Advisors, LLC | 0.60% | Reduce -0.8% | 23,816 | $1.1M |
| Triangle Securities Wealth Management | 0.25% | Add +0.0% | 23,798 | $1.1M |
| Penobscot Wealth Management | 0.32% | Reduce -34.5% | 23,737 | $1.1M |
| Rhodes Investment Advisors Inc. | 0.94% | Reduce -4.7% | 23,695 | $1.1M |
| Councilor Wealth, LLC | 0.53% | Reduce -0.5% | 23,600 | $1.1M |
| Harrell Investment Partners, LLC | 0.26% | Reduce -20.6% | 23,570 | $1.1M |
| Collaborative Fund Advisors, LLC | 0.67% | — | 23,506 | $1.1M |
| Sowell Financial Services LLC | 0.04% | Add +2.4% | 23,485 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Add +4.9% | 23,344 | $1.1M |
| Stone Summit Wealth LLC | 0.30% | Add +3.5% | 23,315 | $1.1M |
| Novare Capital Management LLC | 0.08% | Add +14.6% | 23,301 | $1.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -1.7% | 23,215 | $1.1M |
| Stonebridge Financial Planning Group, LLC | 0.39% | Add +8.4% | 23,186 | $1.1M |
| 10Elms LLP | 0.73% | Add +51.9% | 23,004 | $1.1M |
| CRA Financial Services, LLC | 0.14% | No change | 22,957 | $1.1M |
| Chicago Partners Investment Group LLC | 0.02% | Add +4.7% | 23,396 | $1.0M |
| Allred Capital Management, LLC | 0.38% | Add +0.5% | 22,801 | $1.0M |
| PCG Asset Management, LLC | 0.83% | Add +3.9% | 22,744 | $1.0M |
| Fisher Asset Management | 0.00% | Reduce -8.9% | 22,739 | $1.0M |
| Mirador Capital Partners LP | 0.15% | Add +1.7% | 22,662 | $1.0M |
| HSBC Holdings PLC | 0.00% | Reduce -1.8% | 22,675 | $1.0M |
| Visionary Wealth Advisors | 0.05% | Reduce -0.8% | 22,616 | $1.0M |
| Allie Family Office LLC | 0.45% | Add +4.5% | 22,610 | $1.0M |
| Audent Global Asset Management, LLC | 1.04% | Reduce -54.5% | 22,600 | $1.0M |
| Wesbanco Bank Inc. | 0.03% | Add +2.4% | 22,514 | $1.0M |
| Afg Fiduciary Services Limited Partnership | 0.61% | Reduce -2.0% | 22,373 | $1.0M |
| Chesapeake Wealth Management | 0.32% | Reduce -3.3% | 22,506 | $1.0M |
| Arkfeld Wealth Strategies, L.L.C. | 0.33% | Reduce -4.7% | 22,347 | $1.0M |
| Narwhal Capital Management | 0.08% | Add +0.2% | 22,360 | $1.0M |
| Jackson, Grant Investment Advisers, Inc. | 0.34% | Reduce -4.4% | 22,228 | $1.0M |
| First Horizon Corp. | 0.04% | No change | 22,163 | $1.0M |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -27.5% | 22,018 | $1.0M |
| Deltec Asset Management LLC | 0.19% | No change | 22,000 | $1.0M |
| DRW Securities, LLC | 0.05% | New | 21,899 | $1.0M |
| Calton & Associates, Inc. | 0.14% | Add +5.7% | 21,787 | $1000K |
| Lanark Financial, Inc. | 0.07% | Reduce -9.7% | 21,750 | $998K |
| Ascentis Independent Advisors | 0.07% | Add +35.8% | 21,589 | $991K |
| PSI Advisors, LLC | 0.24% | Add +44.2% | 21,573 | $990K |
| Abbot Financial Management, Inc. | 0.42% | No change | 21,550 | $989K |
| Boltwood Capital Management | 0.25% | Add +1.8% | 21,547 | $989K |
| Betterment LLC | 0.00% | Add +18.5% | 21,428 | $983K |
| Sanchez Gaunt Capital Management, LLC | 0.61% | — | 21,325 | $979K |
| American Alpha Advisors, LLC | 0.57% | Add +3.5% | 21,259 | $976K |
| Rock Point Advisors, LLC | 0.26% | Reduce -10.0% | 21,168 | $971K |
| McAdam, LLC | 0.04% | Add +3.5% | 21,138 | $970K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Add +1.9% | 21,138 | $970K |
| O'ROURKE & COMPANY, Inc | 0.38% | Add +4.7% | 21,046 | $966K |
| LightSquare Wealth Management, LLC | 0.72% | — | 20,971 | $962K |
| Circle Wealth Management, LLC | 0.01% | No change | 20,944 | $961K |
| Claro Advisors Inc. | 0.12% | Add +14.1% | 20,939 | $961K |
| Lynx Investment Advisory | 0.45% | Reduce -5.9% | 20,608 | $946K |
| Investment House LLC | 0.05% | No change | 20,600 | $945K |
| Silverlake Wealth Management LLC | 0.20% | Reduce -2.3% | 20,537 | $942K |
| Powell Investment Advisors, LLC | 0.32% | No change | 20,430 | $938K |
| Monetary Management Group Inc. | 0.22% | Add +4.1% | 20,404 | $936K |
| Marex Group Ltd | 0.01% | Add +284.5% | 20,391 | $936K |
| Rothschild Investment LLC | 0.05% | Add +12.8% | 20,306 | $932K |
| Squarepoint Ops LLC | 0.00% | Reduce -95.1% | 20,183 | $926K |
| Texas Yale Capital Corp. | 0.03% | No change | 20,150 | $925K |
| Bfsg, LLC | 0.09% | Reduce -5.3% | 20,048 | $920K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -6.0% | 20,033 | $919K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +11.4% | 19,914 | $914K |
| Tradition Wealth Management, LLC | 0.07% | Reduce -1.4% | 19,907 | $914K |
| McGlone Suttner Wealth Management, Inc. | 0.12% | Add +0.0% | 19,898 | $913K |
| E&G Advisors, LLC | 0.20% | Add +0.9% | 19,849 | $911K |
| Creative Financial Designs Inc. | 0.06% | Add +4.2% | 19,736 | $906K |
| WESPAC Advisors, LLC | 0.50% | Add +46.1% | 19,728 | $905K |
| South Shore Capital Advisors | 0.66% | Add +10.2% | 19,677 | $903K |
| Argyle Capital Partners, LLC | 0.65% | Add +77.3% | 19,608 | $900K |
| Luminist Capital LLC | 1.20% | Add +2.2% | 19,588 | $899K |
| Stock Yards Bank & Trust Co. | 0.03% | Add +6.7% | 19,545 | $897K |
| David J Yvars Group | 0.50% | Add +0.2% | 19,475 | $894K |
| Cushing Capital Partners, LLC | 0.68% | Reduce -2.0% | 19,388 | $890K |
| LMR Partners LLP | 0.01% | New | 19,304 | $886K |
| Fifth Third Wealth Advisors LLC | 0.03% | Reduce -38.4% | 19,283 | $885K |
| Destiny Capital Corp | 0.47% | Reduce -2.7% | 19,170 | $880K |
| CMG Global Holdings, LLC | 0.42% | Reduce -0.4% | 19,162 | $879K |
| Cooksen Wealth, LLC | 0.64% | Add +3.7% | 19,156 | $879K |
| Salem Investment Counselors Inc. | 0.03% | Reduce -0.1% | 18,967 | $870K |
| Asset Management One Co., Ltd. | 0.00% | New | 18,950 | $870K |
| Ashton Thomas Securities, LLC | 0.11% | Add +0.8% | 18,826 | $864K |
| Markin Asset Management, LP | 0.95% | Add +33.6% | 18,779 | $862K |
| Camelot Technology Advisors, Inc. | 0.63% | Reduce -4.5% | 18,724 | $859K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.12% | No change | 18,601 | $854K |
| SageGuard Financial Group, LLC | 0.13% | Reduce -2.5% | 18,590 | $853K |
| John Boyer, Inc. | 0.85% | Add +0.6% | 18,506 | $849K |
| Cornerstone National Bank & Trust Co | 0.31% | Add +1.7% | 18,366 | $847K |
| Wealth Watch Advisors, INC | 0.35% | Add +6669.1% | 18,412 | $845K |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0.41% | New | 18,367 | $843K |
| Dumont & Blake Investment Advisors LLC | 0.21% | Reduce -1.6% | 18,319 | $841K |
| Solutions 4 Wealth, Ltd | 1.26% | Reduce -27.4% | 18,222 | $836K |
| Simon Quick Advisors, LLC | 0.04% | Add +78.9% | 18,207 | $836K |
| Capital Analysts, LLC | 0.02% | Add +2.1% | 18,206 | $835K |
| Continuum Advisory, LLC | 0.08% | Add +0.2% | 18,184 | $834K |
| Parsons Capital Management Inc. | 0.04% | New | 18,132 | $832K |
| John G Ullman & Associates Inc. | 0.11% | Reduce -13.4% | 18,114 | $831K |
| Miller Howard Investments Inc. | 0.02% | Reduce -86.3% | 17,999 | $826K |
| Fulton Bank, N.A. | 0.03% | Add +38.2% | 17,868 | $820K |
| White Pine Capital LLC | 0.22% | No change | 17,844 | $819K |
| Eldridge Investment Advisors, Inc. | 0.18% | Add +1.1% | 17,800 | $817K |
| M3 Advisory Group, LLC | 0.50% | Add +0.7% | 17,782 | $816K |
| Fortem Financial Group, LLC | 0.20% | Reduce -7.4% | 17,699 | $812K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +27.8% | 17,677 | $811K |
| Objective Capital Management, LLC | 0.82% | Reduce -10.6% | 17,632 | $809K |
| Fulcrum Equity Management | 0.79% | Reduce -11.5% | 17,618 | $808K |
| Matthew Goff Investment Advisor, LLC | 0.13% | Add +0.1% | 17,507 | $803K |
| Narus Financial Partners, LLC | 0.21% | Add +0.6% | 17,496 | $803K |
| Bluespring Wealth Management, LLC | 0.07% | Add +3.5% | 17,462 | $801K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 17,318 | $795K |
| Exit Wealth Advisors, LLC. | 0.41% | Add +36.2% | 17,303 | $794K |
| Jackson Hole Capital Partners, LLC | 0.13% | Add +0.2% | 17,296 | $794K |
| Personal Cfo Solutions, LLC | 0.11% | Reduce -0.4% | 17,256 | $792K |
| Smith Thornton Advisors LLC | 0.40% | No change | 17,196 | $789K |
| MWA Asset Management | 0.43% | Reduce -2.6% | 17,188 | $789K |
| Farmers Trust Co. | 0.12% | Reduce -8.4% | 17,158 | $787K |
| Independence Wealth Advisors, LLC | 0.42% | Add +2.1% | 17,087 | $784K |
| MontVue Capital Management, Inc. | 0.53% | Add +1.2% | 17,052 | $783K |
| Fiduciary Alliance LLC | 0.05% | Add +26.6% | 16,986 | $782K |
| Elite Wealth Management, Inc. | 0.25% | Reduce -0.3% | 16,937 | $777K |
| Nvwm, LLC | 0.17% | Add +2.5% | 16,850 | $773K |
| John A. Wolfe & Associates, Inc. | 1.19% | Reduce -1.1% | 16,846 | $773K |
| Tyche Wealth Partners LLC | 0.12% | Add +4.1% | 16,778 | $770K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -4.7% | 16,765 | $769K |
| Burford Brothers, Inc. | 0.32% | Reduce -10.1% | 16,763 | $769K |
| Vigilare Wealth Management | 0.26% | No change | 16,700 | $766K |
| Compagnie Lombard Odier SCmA | 0.01% | No change | 16,700 | $766K |
| Mount Lucas Management LP | 0.28% | Add +5.3% | 16,541 | $759K |
| Signal Advisors Wealth, LLC | 0.05% | Add +23.8% | 16,454 | $755K |
| Tandem Wealth Advisors LLC | 0.34% | Add +2.1% | 16,446 | $755K |
| Patton Albertson Miller Group, LLC | 0.09% | Add +2.5% | 16,439 | $754K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1.12% | Reduce -68.3% | 16,400 | $753K |
| Mosaic Family Wealth Partners, LLC | 0.08% | New | 16,370 | $751K |
| Curat Global, LLC | 0.74% | Add +65.0% | 15,842 | $749K |
| Signet Private Wealth LLC | 0.71% | New | 16,240 | $745K |
| Rinkey Investments | 0.19% | New | 16,190 | $743K |
| Adapt Wealth Advisors, LLC | 0.27% | Reduce -3.1% | 16,176 | $742K |
| Main Street Financial Solutions, LLC | 0.05% | Add +99.1% | 16,131 | $740K |
| Sovran Advisors, LLC | 0.06% | Add +33.2% | 15,794 | $740K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -30.3% | 16,058 | $737K |
| Franklin Resources Inc. | 0.00% | Reduce -45.2% | 16,038 | $736K |
| Berkshire Money Management, Inc. | 0.08% | Reduce -97.2% | 15,984 | $734K |
| Smith, Moore & Co. | 0.05% | Add +3.9% | 15,831 | $726K |
| Moneco Advisors, LLC | 0.06% | Add +3.6% | 15,826 | $726K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -63.6% | 15,684 | $720K |
| Strait & Sound Wealth Management LLC | 0.27% | Add +4.9% | 15,624 | $717K |
| Manchester Capital Management LLC | 0.10% | No change | 15,590 | $715K |
| Fortune Financial Group, Inc. | 0.64% | Add +6.3% | 15,458 | $709K |
| Dearborn Partners LLC | 0.04% | No change | 15,400 | $707K |
| Nalls Sherbakoff Group, LLC | 0.52% | Add +1.6% | 15,375 | $706K |
| JB Capital LLC | 0.03% | Add +20.9% | 15,284 | $701K |
| V2 Financial group LLC | 0.33% | No change | 15,240 | $699K |
| Wakefield Asset Management LLLP | 0.19% | New | 15,228 | $699K |
| Perennial Investment Advisors, LLC | 0.06% | Add +3.0% | 15,216 | $698K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | New | 15,106 | $693K |
| Sound Income Strategies, LLC | 0.03% | Reduce -8.8% | 15,001 | $692K |
| Vontobel Holding Ltd. | 0.00% | Add +103.1% | 15,064 | $691K |
| One Capital Management, LLC | 0.02% | Reduce -7.5% | 15,049 | $691K |
| Tranquility Partners, LLC | 0.26% | Reduce -3.2% | 15,489 | $690K |
| White Pine Investment CO | 0.16% | Add +9.0% | 14,965 | $687K |
| FWL Investment Management, LLC | 0.15% | Add +3.7% | 14,962 | $687K |
| Daymark Wealth Partners, LLC | 0.02% | Add +39.2% | 14,955 | $686K |
| Baron Financial Group, LLC | 0.37% | Add +59.9% | 14,880 | $683K |
| WealthTrust Axiom LLC | 0.17% | No change | 14,717 | $675K |
| High Point Wealth Management, LLC | 0.67% | Add +0.5% | 14,692 | $674K |
| Summit Trail Advisors, LLC | 0.01% | Add +1.2% | 14,673 | $673K |
| Noesis Capital Mangement Corp. | 0.10% | Reduce -9.4% | 14,624 | $671K |
| Madden Advisory Services, Inc. | 0.26% | Reduce -2.6% | 14,599 | $670K |
| Fortis Capital Advisors, LLC | 0.09% | New | 14,405 | $661K |
| Sageworth Trust Co | 0.03% | No change | 14,200 | $652K |
| Verus Capital Partners, LLC | 0.04% | Reduce -3.3% | 14,139 | $649K |
| Wealth Enhancement Trust Services, Inc. | 0.08% | Reduce -5.4% | 14,115 | $648K |
| NovaPoint Capital, LLC | 0.16% | Add +33.9% | 14,107 | $647K |
| Nkcfo LLC | 0.19% | New | 14,000 | $642K |
| Acorns Advisers, LLC | 0.00% | Add +17.3% | 13,998 | $642K |
| Oakworth Capital, Inc. | 0.03% | No change | 13,974 | $641K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.6% | 13,962 | $641K |
| Johnson Financial Group, Inc. | 0.02% | Add +53465.4% | 13,927 | $639K |
| Prelude Capital Management, LLC | 0.05% | New | 13,818 | $634K |
| Capital Investment Counsel, LLC | 0.09% | Reduce -65.7% | 13,815 | $634K |
| Patten Group, Inc. | 0.11% | Add +5.6% | 13,796 | $633K |
| Spreng Capital Management, Inc. | 0.30% | Add +18.2% | 13,754 | $631K |
| TrueWealth Advisors, LLC | 0.16% | Reduce -2.7% | 13,692 | $628K |
| Paradigm, Strategies in Wealth Management, LLC | 0.43% | Add +0.1% | 13,677 | $628K |
| Altfest L J & Co. Inc. | 0.07% | Reduce -88.6% | 13,661 | $627K |
| Windsor Capital Management, LLC | 0.19% | Reduce -6.2% | 13,648 | $626K |
| Roan Capital Partners | 0.58% | — | 13,637 | $626K |
| Collaborative Wealth Managment Inc. | 0.29% | Reduce -61.1% | 13,616 | $625K |
| Avaii Wealth Management, LLC | 0.22% | Reduce -0.8% | 13,560 | $622K |
| Bailard, Inc. | 0.01% | No change | 13,468 | $618K |
| Stronghold Wealth Management L.L.C. | 0.93% | Reduce -0.3% | 13,465 | $618K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -5.2% | 13,425 | $616K |
| Mathes Company, Inc. | 0.23% | No change | 13,400 | $615K |
| Fort Sheridan Advisors LLC | 0.07% | Add +0.0% | 13,337 | $612K |
| Aptus Capital Advisors, LLC | 0.01% | Add +31.7% | 13,325 | $611K |
| Peoples Bank | 0.61% | Add +3.7% | 13,317 | $611K |
| Legacy Capital Wealth Partners, LLC | 0.13% | Add +10.7% | 13,241 | $608K |
| Debussy Capital Management LP | 0.08% | Reduce -5.7% | 13,215 | $606K |
| Evanson Asset Management, LLC | 0.03% | Reduce -4.2% | 13,212 | $606K |
| United Asset Strategies, Inc. | 0.05% | Reduce -34.5% | 13,205 | $606K |
| Westover Capital Advisors, LLC | 0.11% | No change | 13,200 | $606K |
| Melone Private Wealth, LLC | 0.25% | Add +0.1% | 13,182 | $605K |
| Lumbard & Kellner, LLC | 0.21% | Add +0.6% | 13,108 | $602K |
| Colony Family Offices, LLC | 0.15% | No change | 13,100 | $601K |
| Constitution Capital LLC | 0.30% | Reduce -2.7% | 13,099 | $601K |
| FLP Wealth Management, LLC | 1.24% | New | 13,086 | $601K |
| Arrow Financial Corp | 0.06% | Reduce -11.1% | 12,955 | $595K |
| S&A Financial Services, Inc. | 0.41% | — | 12,952 | $594K |
| Insigneo Advisory Services, LLC | 0.04% | Add +56.4% | 12,919 | $593K |
| Planning Directions Inc. | 0.30% | Add +3.6% | 12,914 | $593K |
| Chemistry Wealth Management LLC | 0.10% | Reduce -10.1% | 12,789 | $587K |
| Strategic Financial Concepts, LLC | 0.14% | New | 12,780 | $586K |
| Provident Co of the Employees of the Hebrew University LTD | 0.92% | Reduce -84.4% | 12,767 | $586K |
| Cherry Tree Wealth Management, LLC | 0.12% | Add +0.6% | 12,618 | $579K |
| Stelac Advisory Services LLC | 0.12% | No change | 12,570 | $577K |
| Richards, Merrill & Peterson, Inc. | 0.21% | Add +1095.2% | 12,550 | $576K |
| Keebeck Wealth Management | 0.06% | No change | 12,492 | $573K |
| JM2 Capital Inc. | 0.47% | Add +1.4% | 12,440 | $571K |
| CAP Partners, LLC | 0.32% | Add +2.5% | 12,392 | $569K |
| Lotus Technology Management, LP | 2.09% | Reduce -33.8% | 12,312 | $565K |
| Cutler Investment Counsel LLC | 0.06% | No change | 12,238 | $562K |
| Dynamic Wealth Strategies, LLC | 0.32% | Add +17.6% | 12,196 | $560K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -20.3% | 12,169 | $558K |
| Axim Planning & Wealth | 0.68% | Add +40.4% | 12,143 | $557K |
| Bank of Marin | 0.41% | Add +9.0% | 12,124 | $556K |
| Empower Advisory Group, LLC | 0.00% | New | 12,100 | $555K |
| Credit Agricole S A | 0.00% | New | 12,065 | $554K |
| J2 Capital Management Inc | 0.38% | No change | 12,027 | $552K |
| Strategic Advisors LLC | 0.09% | Add +0.8% | 12,002 | $551K |
| Institute for Wealth Management, LLC. | 0.06% | Reduce -7.0% | 11,939 | $548K |
| Pinnacle Associates Ltd. | 0.01% | Add +6.6% | 11,921 | $547K |
| Okabena Investment Services Inc. | 0.11% | Add +2.3% | 11,905 | $546K |
| ARS Investment Partners, LLC | 0.03% | Reduce -15.4% | 11,890 | $546K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -6.7% | 11,886 | $545K |
| Marin Bay Wealth Advisors, LLC | 0.33% | Add +0.7% | 11,840 | $543K |
| Dana Investment Advisors, Inc. | 0.02% | Add +0.4% | 11,838 | $543K |
| Axis Wealth Partners, LLC | 0.29% | Reduce -0.7% | 11,807 | $542K |
| Adkins Seale Capital Management LLC | 0.53% | No change | 11,800 | $542K |
| January Capital Advisors LLC | 0.73% | — | 11,736 | $539K |
| Taylor & Morgan Wealth Management, LLC | 0.31% | Add +4.3% | 11,686 | $536K |
| Birchcreek Wealth Management, LLC | 0.26% | Add +4.2% | 11,627 | $534K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 11,600 | $532K |
| Navis Wealth Advisors, LLC | 0.27% | No change | 11,548 | $530K |
| OakTrust Wealth Advisors, LLC | 0.48% | Add +5.8% | 11,511 | $528K |
| 4WEALTH Advisors, Inc. | 0.45% | Add +27.3% | 11,475 | $527K |
| Union Bancaire Privee, UBP SA | 0.01% | Add +6665.9% | 11,502 | $527K |
| Comprehensive Financial Planning, Inc. | 0.36% | Add +0.7% | 11,416 | $524K |
| Reliant Investment Partners, LLC | 0.43% | Add +2.4% | 11,414 | $524K |
| RIA Advisory Group LLC | 0.13% | Add +7.2% | 11,377 | $522K |
| Retirement Planning Co of New England, Inc. | 0.21% | Add +0.2% | 11,357 | $521K |
| Capital Management Associates, Inc | 0.12% | Add +43.3% | 11,288 | $518K |
| SBI Securities Co., Ltd. | 0.01% | Add +0.5% | 11,254 | $516K |
| LexAurum Advisors, LLC | 0.07% | — | 11,196 | $514K |
| Maripau Wealth Management LLC | 0.22% | Add +5.7% | 11,119 | $510K |
| Talisman Wealth Advisors LLC | 0.41% | Reduce -21.6% | 11,086 | $509K |
| Iams Wealth Management, LLC | 0.18% | Add +15.1% | 11,086 | $509K |
| Surience Private Wealth LLC | 0.54% | New | 11,029 | $506K |
| Brighton Jones LLC | 0.01% | New | 11,000 | $505K |
| Donaldson Capital Management, LLC | 0.02% | Reduce -3.6% | 10,992 | $504K |
| XTX Topco Ltd | 0.01% | Reduce -68.3% | 10,976 | $504K |
| MCF Advisors LLC | 0.02% | Add +168.8% | 10,968 | $503K |
| Cypress Wealth Services, LLC | 0.07% | Add +0.0% | 10,951 | $503K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.7% | 10,919 | $501K |
| Barry Investment Advisors, LLC | 0.11% | Reduce -0.3% | 10,903 | $500K |
| Compound Planning, Inc. | 0.02% | Reduce -43.6% | 10,833 | $497K |
| Sowa Financial Group, Inc. | 0.25% | Reduce -28.4% | 10,827 | $497K |
| Cascades Capital Asset Management, LLC | 0.21% | Reduce -12.2% | 10,800 | $496K |
| RiverFront Investment Group, LLC | 0.01% | Add +0.1% | 10,786 | $495K |
| ABLE Financial Group, LLC | 0.10% | No change | 10,756 | $494K |
| First Manhattan Co. Llc. | 0.00% | No change | 10,742 | $493K |
| Mizuho Markets Cayman LP | 0.03% | Reduce -38.4% | 10,590 | $486K |
| Maple Capital Management, Inc. | 0.03% | Reduce -1.6% | 10,573 | $485K |
| Argent Trust Co | 0.02% | Reduce -10.7% | 10,551 | $484K |
| Hickory Point Bank & Trust | 0.32% | Reduce -0.5% | 10,546 | $484K |
| Founders Financial Alliance, LLC | 0.09% | Add +80.3% | 10,533 | $483K |
| Savvy Advisors, Inc. | 0.01% | New | 10,472 | $481K |
| BLB&B Advisors, LLC | 0.02% | Reduce -88.8% | 10,375 | $476K |
| Spinnaker Trust | 0.03% | Add +0.5% | 10,358 | $475K |
| McCarter Private Wealth Services LLC | 0.21% | No change | 10,350 | $475K |
| Hazlett, Burt & Watson, Inc. | 0.15% | Add +0.0% | 10,332 | $474K |
| Teamwork Financial Advisors, LLC | 0.05% | Add +10.8% | 10,329 | $474K |
| Thrive Capital Management, LLC | 0.10% | Reduce -5.8% | 10,256 | $471K |
| KG Capital Management | 0.34% | Reduce -8.3% | 10,227 | $469K |
| Laurel Oak Wealth Management, LLC | 0.08% | Reduce -17.7% | 10,201 | $468K |
| Petra Financial Advisors Inc. | 0.29% | Add +107.5% | 10,180 | $467K |
| Balefire, LLC | 0.09% | Reduce -17.4% | 10,132 | $465K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | No change | 10,124 | $465K |
| Agate Pass Investment Management, LLC | 0.18% | Add +13.7% | 10,116 | $464K |
| Eclectic Associates Inc. | 0.06% | Add +86.0% | 10,095 | $463K |
| Diversified Management Inc. | 0.08% | Add +7.0% | 10,080 | $463K |
| 626 Financial, LLC | 0.21% | Add +2.3% | 10,032 | $460K |
| Point72 Asset Management | 0.00% | No change | 10,000 | $459K |
| First National Trust Co | 0.02% | Reduce -5.2% | 9,916 | $455K |
| Security Financial Services, INC. | 0.07% | Add +10.7% | 9,894 | $454K |
| Clientfirst Wealth Management, LLC | 0.38% | No change | 9,848 | $452K |
| Wedmont Private Capital | 0.01% | Add +0.1% | 9,626 | $450K |
| Schmidt P J Investment Management Inc. | 0.08% | Add +10.6% | 9,790 | $449K |
| Highline Wealth Partners LLC | 0.11% | Add +1.8% | 9,784 | $449K |
| Fiduciary Trust Co | 0.01% | No change | 9,692 | $445K |
| Signet Financial Management, LLC | 0.05% | Add +9.6% | 9,624 | $442K |
| Kercheville Advisors, LLC | 0.14% | Reduce -26.2% | 9,600 | $441K |
| Sequent Asset Management, LLC | 0.21% | Reduce -9.4% | 9,578 | $440K |
| Discipline Wealth Solutions, LLC | 0.05% | Add +10.2% | 9,505 | $436K |
| Triad Wealth Partners, LLC | 0.03% | Add +26.4% | 9,505 | $436K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | Add +0.0% | 9,497 | $436K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -0.7% | 9,479 | $435K |
| Interval Partners, LP | 0.01% | New | 9,428 | $433K |
| PUREfi Wealth, LLC | 0.28% | Add +46.9% | 9,400 | $431K |
| Quadrant Private Wealth Management, LLC | 0.07% | Add +8.5% | 9,394 | $431K |
| Pittenger & Anderson Inc. | 0.02% | Reduce -6.8% | 9,380 | $430K |
| Lodestone Wealth Management LLC | 0.17% | Add +5.9% | 9,342 | $429K |
| Myecfo, LLC | 0.18% | No change | 9,280 | $426K |
| Iron Gate Global Advisors LLC | 0.04% | Reduce -3.4% | 9,269 | $425K |
| APS Management Group, Inc. | 0.36% | Reduce -0.2% | 9,256 | $425K |
| American Trust | 0.04% | Reduce -8.8% | 9,231 | $424K |
| Contravisory Investment Management, Inc. | 0.09% | Reduce -37.0% | 9,219 | $423K |
| Connecticut Wealth Management, LLC | 0.02% | Add +5.0% | 9,201 | $422K |
| Clearstead Advisors, LLC | 0.00% | Add +5.7% | 9,155 | $420K |
| University of Texas/Texas Am Investment Management Co. | 0.06% | Reduce -13.6% | 9,107 | $418K |
| Resurgent Financial Advisors LLC | 0.15% | New | 9,080 | $417K |
| Diligent Investors, LLC | 0.10% | Reduce -5.2% | 9,069 | $416K |
| Cornerstone Advisory, LLC | 0.04% | Reduce -3.5% | 9,050 | $415K |
| Kessler Investment Group, LLC | 0.20% | Reduce -46.5% | 9,040 | $415K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 9,032 | $414K |
| Grey Ledge Advisors, LLC | 0.09% | No change | 9,010 | $413K |
| FLC Capital Advisors | 0.07% | Add +31.3% | 8,928 | $410K |
| Thompson David Blair | 0.23% | Add +1.4% | 8,919 | $409K |
| Steinberganna Wealth Management | 0.20% | Add +1.4% | 8,890 | $408K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +4.4% | 8,845 | $406K |
| Plimoth Trust Co. LLC | 0.09% | Reduce -1.6% | 8,823 | $405K |
| Mascagni Wealth Management, Inc. | 0.29% | Reduce -10.3% | 8,820 | $405K |
| VestGen Advisors, LLC | 0.01% | Add +12.9% | 8,953 | $405K |
| PMG Wealth Management, Inc. | 0.29% | No change | 8,800 | $404K |
| Joel Isaacson & Co., LLC | 0.01% | Add +27.2% | 8,749 | $401K |
| Volterra Technologies LP | 0.28% | Reduce -65.1% | 8,722 | $400K |
| Benchmark Financial Wealth Advisors, LLC | 0.11% | Add +0.2% | 8,721 | $400K |
| Murphy & Mullick Capital Management Corp | 0.30% | Add +36.0% | 8,715 | $400K |
| Strategic Wealth Partners, Ltd. | 0.03% | Add +0.9% | 8,679 | $398K |
| Successful Portfolios LLC | 0.22% | Add +9.1% | 8,598 | $395K |
| Entelevest, LLC | 0.41% | Reduce -1.3% | 8,580 | $394K |
| Phillips Wealth Planners LLC | 0.30% | Reduce -5.2% | 8,708 | $393K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Add +81.9% | 8,535 | $392K |
| Guidance Capital, Inc. | 0.09% | Reduce -76.7% | 8,433 | $391K |
| Strive Financial Group ,LLC | 0.21% | Add +170.2% | 8,512 | $391K |
| Hobbs Group Advisors, LLC | 0.12% | Reduce -2.1% | 8,503 | $390K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -23.3% | 8,500 | $390K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.8% | 8,487 | $389K |
| Mma Asset Management LLC | 0.14% | Reduce -2.1% | 8,479 | $389K |
| Juno Financial Group LLC | 0.15% | Add +0.6% | 8,456 | $388K |
| Vident Advisory, LLC | 0.00% | Reduce -28.5% | 8,452 | $388K |
| Glen Eagle Advisors, LLC | 0.05% | Reduce -1.6% | 8,447 | $388K |
| Tolleson Wealth Management, Inc. | 0.06% | No change | 8,426 | $387K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -41.5% | 8,422 | $387K |
| Worth Asset Management, LLC | 0.14% | New | 8,407 | $386K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -9.9% | 8,404 | $386K |
| Heritage Wealth Advisors | 0.02% | Reduce -40.2% | 8,402 | $386K |
| Pinnacle Family Advisors, LLC | 0.18% | Reduce -51.5% | 8,394 | $385K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 8,276 | $382K |
| James Investment Research, Inc. | 0.04% | Reduce -25.4% | 8,308 | $381K |
| Vilga Financial Planning LLC | 0.34% | Add +1.0% | 8,293 | $381K |
| Occidental Asset Management, LLC | 0.04% | Reduce -18.1% | 8,281 | $380K |
| Christensen, King & Associates Investment Services, Inc. | 0.16% | No change | 8,236 | $378K |
| Kanawha Capital Management LLC | 0.03% | No change | 8,188 | $376K |
| 2UniFi Bank | 0.18% | Reduce -8.6% | 8,157 | $374K |
| GWN Securities Inc. | 0.07% | Add +0.1% | 8,145 | $374K |
| Milestone Asset Management, LLC | 0.07% | Add +9.6% | 8,139 | $374K |
| Flputnam Investment Management Co. | 0.01% | Add +8.5% | 8,133 | $373K |
| Ritholtz Wealth Management | 0.01% | Reduce -7.1% | 8,131 | $373K |
| Caprock Group, LLC | 0.01% | New | 7,992 | $367K |
| Retirement Planning Group, LLC | 0.01% | Add +31.0% | 7,979 | $366K |
| World Equity Group, Inc. | 0.09% | Reduce -0.1% | 7,965 | $366K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -5.4% | 7,948 | $365K |
| First Business Financial Services, Inc. | 0.03% | No change | 7,904 | $363K |
| ASL Financial, LLC | 0.29% | No change | 7,888 | $362K |
| Childress Capital Advisors, LLC | 0.07% | Reduce -35.2% | 7,887 | $362K |
| Coordinated Financial Services, Inc. | 0.21% | Add +0.3% | 7,872 | $361K |
| All Terrain Financial Advisors, LLC | 0.11% | Add +0.1% | 7,860 | $361K |
| Sequent Planning LLC | 0.09% | Reduce -20.9% | 7,842 | $360K |
| LJI Wealth Management, LLC | 0.06% | Reduce -9.4% | 7,835 | $360K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -87.0% | 7,813 | $359K |
| AssuredPartners Investment Advisors, LLC | 0.04% | New | 7,764 | $358K |
| One Charles Private Wealth Services, LLC | 0.09% | Add +2.4% | 7,807 | $358K |
| Berkshire Asset Management LLC | 0.02% | No change | 7,800 | $358K |
| Rockingstone Advisors LLC | 0.16% | Reduce -0.4% | 7,780 | $357K |
| Beacon Financial Group | 0.04% | Add +5.9% | 7,778 | $357K |
| United Advisor Group, LLC | 0.04% | Reduce -4.0% | 7,754 | $356K |
| Romano Brothers and Company | 0.04% | Add +0.0% | 7,731 | $355K |
| XY Planning Network, Inc. | 0.06% | New | 7,572 | $349K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -26.3% | 7,579 | $348K |
| MLP3, LLC | 0.38% | Add +0.5% | 7,570 | $347K |
| NWF Advisory Services Inc. | 0.04% | Add +1.4% | 7,565 | $347K |
| Hyundai Investments Co., Ltd. | 0.39% | Reduce -48.2% | 7,542 | $346K |
| Spartan Wealth Advisory Services LLC | 0.03% | — | 7,525 | $345K |
| Verity & Verity, LLC | 0.03% | No change | 7,490 | $344K |
| L & S Advisors Inc | 0.04% | New | 7,484 | $343K |
| North Star Investment Management Corp. | 0.02% | Add +22.8% | 7,477 | $343K |
| Haverford Trust Co | 0.00% | No change | 7,454 | $342K |
| Grantvest Financial Group LLC | 0.22% | Reduce -1.6% | 7,445 | $342K |
| Innovative Asset Advisors Group, LLC | 0.20% | — | 7,444 | $342K |
| Advance Capital Management, Inc. | 0.01% | Add +3.0% | 7,434 | $341K |
| First Financial Group Corp | 0.28% | Reduce -3.4% | 7,432 | $341K |
| Magnolia Capital Management Ltd. | 0.23% | No change | 7,440 | $341K |
| Bangor Savings Bank | 0.03% | Reduce -0.6% | 7,427 | $341K |
| Greenleaf Trust | 0.00% | No change | 7,404 | $340K |
| Measured Risk Portfolios, Inc. | 0.37% | Reduce -8.9% | 7,369 | $338K |
| YHB Investment Advisors, Inc. | 0.02% | Add +3.2% | 7,355 | $338K |
| Westside Investment Management, Inc. | 0.05% | No change | 7,286 | $336K |
| Demars Financial Group, LLC | 0.11% | Reduce -6.0% | 7,301 | $335K |
| MBA Advisors LLC | 0.13% | Add +7.4% | 7,271 | $334K |
| Broadleaf Partners, LLC | 0.08% | No change | 7,238 | $332K |
| Indivisible Partners | 0.03% | Add +7.4% | 7,235 | $332K |
| S.E.E.D. Planning Group LLC | 0.10% | New | 7,226 | $332K |
| Union Savings Bank | 0.14% | No change | 7,204 | $331K |
| Lloyd Advisory Services, LLC. | 0.09% | New | 7,162 | $329K |
| Kingdom Financial Group LLC. | 0.09% | Add +1.1% | 7,162 | $329K |
| Private Wealth Asset Management, LLC | 0.04% | No change | 7,160 | $329K |
| Northeast Planning Associates, Inc. / NH / | 0.22% | Add +0.0% | 7,154 | $328K |
| Lake Street Private Wealth, LLC | 0.04% | Add +18.7% | 7,080 | $325K |
| Kentucky Trust Co | 0.17% | No change | 7,060 | $324K |
| Keystone Wealth Services, LLC | 0.07% | New | 7,040 | $323K |
| Arthur M. Cohen & Associates, LLC | 0.06% | No change | 6,976 | $322K |
| Banque Pictet & Cie SA | 0.00% | New | 7,000 | $321K |
| VSM Wealth Advisory, LLC | 0.10% | Add +9.4% | 6,979 | $320K |
| NTV Asset Management LLC | 0.04% | Reduce -4.6% | 6,948 | $319K |
| True Vision MN LLC | 0.16% | Reduce -50.2% | 6,925 | $318K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -16.8% | 6,920 | $318K |
| American Financial Advisors, LLC | 0.04% | Reduce -2.2% | 6,903 | $317K |
| Acorn Financial Advisory Services Inc. | 0.04% | Add +0.1% | 6,898 | $317K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -2.0% | 6,892 | $316K |
| Black Diamond Financial, LLC | 0.03% | Add +20.0% | 6,869 | $315K |
| D.B. Root & Company, LLC | 0.08% | Reduce -60.6% | 6,869 | $315K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -4.3% | 6,860 | $315K |
| Asset One Wealth Management LLC | 0.03% | New | 6,983 | $314K |
| Composition Wealth, LLC | 0.00% | Add +18.8% | 6,832 | $314K |
| Endeavor Private Wealth, Inc. | 0.09% | Reduce -3.8% | 6,820 | $313K |
| RiverGlades Family Offices LLC | 0.18% | — | 6,815 | $313K |
| Brookwood Investment Group LLC | 0.04% | Reduce -60.1% | 6,803 | $312K |
| Quadcap Wealth Management, LLC | 0.04% | Add +2.5% | 6,744 | $309K |
| Boston Family Office LLC | 0.02% | New | 6,705 | $308K |
| Activest Wealth Management | 0.05% | Reduce -22.5% | 6,709 | $308K |
| Banque Transatlantique SA | 0.01% | New | 6,696 | $307K |
| Farmers National Bank | 0.07% | New | 6,686 | $307K |
| Carson Advisory Inc. | 0.16% | No change | 6,678 | $306K |
| Cozad Asset Management Inc. | 0.02% | Add +8.1% | 6,670 | $306K |
| First United Bank & Trust | 0.10% | Reduce -15.4% | 6,654 | $305K |
| Clear Retirement Advice LLC | 0.24% | No change | 6,652 | $305K |
| WealthPlan Investment Management, LLC | 0.02% | New | 6,613 | $303K |
| Godsey & Gibb, Inc. | 0.03% | No change | 6,605 | $303K |
| TigerOak Management, L.L.C. | 0.10% | Add +32.8% | 6,601 | $303K |
| Palumbo Wealth Management LLC | 0.07% | Add +0.1% | 6,551 | $301K |
| Smartleaf Asset Management LLC | 0.01% | Add +182.0% | 6,522 | $300K |
| Goldstein Advisors, LLC | 0.03% | No change | 6,522 | $299K |
| Copia Wealth Management | 0.20% | Add +71.0% | 6,485 | $298K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | No change | 6,470 | $297K |
| Tepp RIA, LLC | 0.23% | Add +15.7% | 6,421 | $295K |
| Aspiriant, LLC | 0.01% | Reduce -8.3% | 6,400 | $294K |
| TBH Global Asset Management, LLC | 0.06% | New | 6,385 | $293K |
| WFA of San Diego, LLC | 0.23% | Reduce -2.1% | 6,354 | $292K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.02% | New | 6,336 | $291K |
| Fortitude Family Office, LLC | 0.07% | No change | 6,334 | $291K |
| Darden Wealth Group Inc | 0.15% | New | 6,332 | $291K |
| Ally Invest Advisors Inc. | 0.02% | Reduce -1.3% | 6,312 | $290K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +0.0% | 6,270 | $288K |
| Pacifica Partners Inc. | 0.10% | Reduce -0.5% | 6,262 | $287K |
| Connecticut Capital Management Group, LLC | 0.27% | No change | 6,260 | $287K |
| Braun Stacey Associates Inc. | 0.01% | No change | 6,252 | $287K |
| Hopwood Financial Services, Inc. | 0.19% | Add +0.0% | 6,232 | $286K |
| Balance Wealth Partners LLC | 0.09% | Add +20.6% | 6,218 | $285K |
| Bill Few Associates, Inc. | 0.07% | Add +28.4% | 6,200 | $285K |
| St. Johns Investment Management Company, LLC | 0.12% | Add +0.7% | 6,192 | $284K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | Add +1.6% | 6,192 | $284K |
| Kagan Cocozza Asset Management | 0.20% | Reduce -12.3% | 6,190 | $284K |
| Symphony Financial, Ltd. Co. | 0.04% | New | 6,265 | $284K |
| Redwood Financial Network Corp | 0.19% | Reduce -37.0% | 6,190 | $284K |
| GAMMA Investing LLC | 0.01% | No change | 6,188 | $284K |
| Kirtland Hills Capital Management, LLC | 0.09% | New | 6,329 | $284K |
| Capital Square, LLC | 0.13% | Reduce -40.2% | 6,124 | $283K |
| Strategic Advocates LLC | 1.24% | Reduce -3.5% | 6,121 | $281K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 6,120 | $281K |
| Independent Wealth Advisors LLC | 0.28% | Add +19.3% | 6,108 | $280K |
| Gradient Capital Advisors, LLC | 0.07% | No change | 6,096 | $280K |
| Quartz Partners, LLC | 0.11% | Reduce -69.3% | 6,083 | $279K |
| Armistice Capital, LLC | 0.01% | New | 6,077 | $279K |
| Garde Capital, Inc. | 0.02% | Add +3.0% | 6,074 | $279K |
| Kraft, Davis & Associates, LLC | 0.06% | No change | 5,968 | $278K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +8.5% | 6,001 | $278K |
| LGL Partners, LLC | 0.11% | Add +0.7% | 6,050 | $278K |
| SkyOak Wealth, LLC | 0.05% | No change | 6,044 | $277K |
| Nilsine Partners, LLC | 0.02% | Reduce -5.8% | 6,002 | $277K |
| Pacific Center for Financial Services | 0.07% | Add +288.3% | 6,027 | $277K |
| Leigh Baldwin & Co., LLC | 0.18% | Reduce -11.4% | 6,021 | $276K |
| Berkeley Capital Partners, LLC | 0.06% | Reduce -55.4% | 6,018 | $276K |
| Nabity-Jensen Investment Management Inc | 0.19% | No change | 6,000 | $275K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.02% | No change | 6,000 | $275K |
| Churchill Financial Advisors, LLC | 0.06% | Add +21.8% | 5,996 | $275K |
| Graybill Wealth Management, LTD. | 0.08% | No change | 5,936 | $272K |
| Ergawealth Advisors, Inc. | 0.12% | New | 5,903 | $271K |
| Roman Butler Fullerton & Co. | 0.07% | Add +10.8% | 5,755 | $269K |
| Burke & Herbert Bank & Trust Co. | 0.07% | Add +14.7% | 5,855 | $269K |
| Ballast Financial Advisors LLC | 0.28% | Add +10.9% | 5,853 | $269K |
| Ruggiero Investments, Inc. | 0.26% | Add +9.6% | 5,840 | $268K |
| Kaizen Financial Strategies | 0.11% | Add +5.8% | 5,778 | $268K |
| CVFG LLC | 0.03% | Add +2.3% | 5,815 | $267K |
| Signaturefd, LLC | 0.00% | Add +498.2% | 5,767 | $265K |
| Westbourne Investments, Inc. | 0.13% | Add +2.0% | 5,762 | $264K |
| Beto Financial Group, LLC | 0.15% | New | 5,844 | $264K |
| Willis Johnson & Associates, Inc. | 0.02% | Add +0.7% | 5,736 | $263K |
| Bey-Douglas LLC | 0.23% | New | 5,735 | $263K |
| Post Resch Tallon Group Inc. | 0.21% | Reduce -10.3% | 5,700 | $262K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -0.7% | 5,681 | $261K |
| Griffin Asset Management, Inc. | 0.03% | New | 5,665 | $260K |
| Winthrop Advisory Group LLC | 0.02% | Reduce -21.8% | 5,653 | $259K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -3.4% | 5,652 | $259K |
| Caldwell Trust Co | 0.02% | No change | 5,650 | $259K |
| Garden State Investment Advisory Services LLC | 0.06% | New | 5,597 | $257K |
| Insight Advisors, LLC/ PA | 0.05% | Add +0.0% | 5,565 | $255K |
| Alteri Wealth LLC | 0.08% | New | 5,561 | $255K |
| Rathbones Group PLC | 0.00% | No change | 5,556 | $255K |
| Financial Partners Group, Inc | 0.03% | Add +0.1% | 5,534 | $254K |
| Perissos Private Wealth Management, LLC | 0.22% | No change | 5,530 | $254K |
| Segment Wealth Management, LLC | 0.01% | New | 5,503 | $253K |
| Aries Wealth Management | 0.06% | No change | 5,498 | $252K |
| Pictet North America Advisors SA | 0.03% | No change | 5,492 | $252K |
| Brooklyn Investment Group | 0.01% | New | 5,398 | $248K |
| Southland Equity Partners LLC | 0.05% | New | 5,378 | $247K |
| Interchange Capital Partners, LLC | 0.08% | Reduce -64.0% | 3,118 | $246K |
| Ibex Wealth Advisors | 0.02% | New | 5,353 | $246K |
| Park National Corp. | 0.01% | New | 5,346 | $245K |
| Aprio Wealth Management, LLC | 0.01% | Add +3.6% | 5,340 | $245K |
| SVB Wealth LLC | 0.02% | Reduce -17.9% | 5,320 | $244K |
| Whalerock Point Partners, LLC | 0.05% | No change | 5,300 | $243K |
| Arrowroot Family Office, LLC | 0.08% | New | 5,299 | $243K |
| Independence Bank of Kentucky | 0.03% | Reduce -1.1% | 5,292 | $243K |
| 1834 Investment Advisors Co. | 0.03% | No change | 5,286 | $243K |
| Banco BTG Pactual S.A. | 0.05% | Reduce -86.7% | 5,284 | $242K |
| FCG Investment Co | 0.11% | — | 5,279 | $242K |
| Kestra Investment Management, LLC | 0.00% | New | 5,256 | $241K |
| LCNB Corp. | 0.08% | No change | 5,250 | $241K |
| Ascent Group, LLC | 0.01% | Reduce -22.3% | 5,245 | $241K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | New | 5,244 | $241K |
| Crescent Grove Advisors, LLC | 0.02% | Reduce -7.4% | 5,235 | $240K |
| COFG Advisors, LLC | 0.06% | Reduce -16.5% | 5,233 | $240K |
| Ridgecrest Wealth Partners, LLC | 0.13% | No change | 5,230 | $240K |
| VCI Wealth Management LLC | 0.07% | Reduce -32.2% | 5,220 | $240K |
| Northstar Financial Companies, Inc. | 0.19% | Reduce -1.8% | 5,214 | $239K |
| Ancora Advisors LLC | 0.01% | Reduce -40.3% | 5,188 | $238K |
| MKT Advisors LLC | 0.08% | Reduce -11.4% | 5,140 | $238K |
| Chesapeake Asset Management LLC | 0.19% | No change | 5,170 | $237K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | Reduce -2.5% | 5,124 | $235K |
| Rialto Wealth Management, LLC | 0.05% | Add +7.2% | 5,112 | $235K |
| Second Line Capital, LLC | 0.04% | Add +3.2% | 4,989 | $234K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -6.9% | 5,087 | $233K |
| Whitener Capital Management, Inc. | 0.05% | Reduce -0.2% | 5,082 | $233K |
| Ifrah Financial Services, Inc. | 0.06% | Reduce -51.8% | 5,074 | $233K |
| USA Financial Formulas | 0.04% | Reduce -13.3% | 5,070 | $233K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.2% | 5,049 | $232K |
| JT Stratford LLC | 0.03% | New | 5,045 | $232K |
| Pacific Sun Financial Corp | 0.11% | No change | 5,042 | $231K |
| Stack Financial Management, Inc | 0.02% | New | 5,013 | $230K |
| LuminArx Capital Management LP | 0.24% | New | 5,000 | $229K |
| Shared Vision Wealth Group LLC | 0.09% | No change | 5,000 | $229K |
| Operose Advisors LLC | 0.05% | Reduce -0.3% | 5,000 | $229K |
| DT Investment Partners, LLC | 0.02% | Reduce -4.7% | 4,992 | $229K |
| Blue Chip Partners, LLC | 0.02% | Reduce -45.5% | 4,992 | $229K |
| Cyndeo Wealth Partners, LLC | 0.01% | Reduce -5.5% | 4,985 | $229K |
| Alan B Lancz & Associates, Inc. | 0.22% | No change | 4,950 | $227K |
| Relyea Zuckerberg Hanson LLC | 0.02% | Add +0.7% | 4,948 | $227K |
| Wealth Dimensions Group, Ltd. | 0.04% | No change | 4,942 | $227K |
| Evergreen Capital Management LLC | 0.00% | New | 4,933 | $226K |
| Herold Advisors, Inc. | 0.05% | New | 4,910 | $225K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 4,878 | $224K |
| Cascade Investment Group, Inc. | 0.15% | Add +0.0% | 4,859 | $223K |
| First National Bank of Hutchinson | 0.14% | Reduce -29.7% | 4,852 | $223K |
| LRI Investments, LLC | 0.02% | No change | 4,848 | $222K |
| Titleist Asset Management, LLC | 0.02% | New | 4,845 | $222K |
| Purkiss Capital Advisors LLC | 0.10% | Reduce -47.0% | 4,832 | $222K |
| GreatBanc Trust CO | 0.16% | Reduce -1.4% | 4,830 | $222K |
| Sankala Group LLC | 0.18% | No change | 4,800 | $221K |
| F/m Investments LLC | 0.01% | No change | 4,800 | $220K |
| Fulton Breakefield Broenniman LLC | 0.01% | Reduce -3.2% | 4,797 | $220K |
| Turning Point Benefit Group, Inc. | 0.14% | Add +60.6% | 4,763 | $220K |
| Curtis Advisory Group, LLC | 0.05% | No change | 4,782 | $219K |
| Principle Wealth Partners LLC | 0.01% | Reduce -13.6% | 4,778 | $219K |
| Eagle Strategies LLC | 0.03% | Add +1.8% | 4,771 | $219K |
| Advanced Asset Management Advisors Inc | 0.06% | Add +1.7% | 4,770 | $219K |
| Cane Capital Partners, LLC | 0.10% | New | 4,740 | $218K |
| Salomon & Ludwin, LLC | 0.02% | No change | 4,688 | $217K |
| Solitude Financial Services | 0.06% | Reduce -52.7% | 4,720 | $217K |
| Dimension Capital Management LLC | 0.03% | New | 4,730 | $217K |
| Prosperitas Financial LLC | 0.08% | New | 4,727 | $217K |
| Capstone Wealth Management Group LLC | 0.13% | No change | 4,720 | $217K |
| Portland Financial Advisors Inc | 0.45% | New | 4,680 | $215K |
| Silvia McColl Wealth Management, LLC | 0.14% | New | 4,676 | $215K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -19.8% | 4,670 | $214K |
| Tortuga Wealth Management, Inc | 0.20% | New | 4,666 | $214K |
| Patron Partners, LLC | 0.09% | New | 4,661 | $214K |
| Councilmark Asset Management, LLC | 0.12% | New | 4,660 | $214K |
| Targeted Financial Services LLC | 0.18% | New | 4,656 | $214K |
| Register Financial Advisors LLC | 0.08% | Add +0.5% | 4,644 | $213K |
| Ieq Capital, LLC | 0.00% | Reduce -20.4% | 4,637 | $213K |
| First Citizens Financial Corp | 0.10% | New | 4,637 | $213K |
| Savant Capital, LLC | 0.00% | New | 4,626 | $212K |
| QRG Capital Management, Inc. | 0.00% | New | 4,620 | $212K |
| Constant Guidance Financial LLC | 0.15% | New | 4,600 | $211K |
| Mission Wealth Management, LP | 0.00% | New | 4,551 | $209K |
| Define Financial, LLC | 0.11% | New | 4,538 | $208K |
| HUB Investment Partners, LLC | 0.01% | Reduce -46.1% | 4,527 | $208K |
| Bluesphere Advisors LLC | 0.07% | Reduce -5.5% | 4,522 | $208K |
| Flagship Wealth Advisors, LLC | 0.09% | Reduce -50.0% | 2,535 | $207K |
| Bay Capital Advisors, LLC | 0.13% | New | 4,510 | $207K |
| Biltmore Family Office, LLC | 0.03% | Add +149.7% | 4,510 | $207K |
| Panoramic Investment Advisors, LLC | 0.11% | New | 4,491 | $206K |
| Legacy Capital Group California, Inc. | 0.08% | New | 4,485 | $206K |
| Key Financial Inc | 0.04% | Reduce -11.8% | 4,474 | $205K |
| AlTi Global, Inc. | 0.00% | New | 4,462 | $205K |
| Synergy Investment Management, LLC | 0.07% | New | 4,456 | $204K |
| AF Advisors, Inc. | 0.11% | New | 4,450 | $204K |
| Philadelphia Trust Co. | 0.01% | New | 4,440 | $204K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | New | 4,442 | $204K |
| Revisor Wealth Management LLC | 0.06% | New | 4,442 | $204K |
| Clear Harbor Asset Management, LLC | 0.01% | New | 4,430 | $203K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -0.2% | 4,423 | $203K |
| Avalon Capital Management | 0.06% | Reduce -97.7% | 4,417 | $203K |
| Silver Grove Financial Group, Inc. | 0.16% | Reduce -6.3% | 4,414 | $203K |
| Helium Advisors LLC | 0.19% | New | 4,408 | $202K |
| Harbour Investment Management LLC | 0.11% | New | 4,402 | $202K |
| Intellus Advisors LLC | 0.03% | New | 4,400 | $202K |
| Everhart Financial Group, Inc. | 0.02% | New | 4,400 | $202K |
| South Plains Financial, Inc. | 0.12% | No change | 4,392 | $202K |
| Citizens National Bank Trust Department | 0.03% | No change | 4,200 | $193K |
| TD Capital Management LLC | 0.02% | Add +0.1% | 4,057 | $186K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.5% | 3,936 | $182K |
| Whittier Trust Co. | 0.00% | Add +25.6% | 3,924 | $181K |
| Townsend Asset Management Corp. /NC/ | 0.07% | Add +78.3% | 3,938 | $181K |
| Ascentis Wealth Management, LLC | 0.04% | No change | 3,886 | $178K |
| Pin Oak Investment Advisors Inc. | 0.13% | No change | 3,870 | $178K |
| Blue Trust, Inc. | 0.00% | Reduce -45.1% | 3,862 | $177K |
| Anchor Investment Management, LLC | 0.01% | Add +41.1% | 3,817 | $175K |
| Portfolio Resources Advisor Group, Inc. | 0.17% | Add +0.4% | 3,810 | $175K |
| Spirit of America Management Corp. | 0.03% | Add +1.3% | 3,753 | $174K |
| Bollard Group LLC | 0.01% | Add +0.6% | 3,785 | $174K |
| True Link Financial Advisors, LLC | 0.01% | New | 3,780 | $173K |
| Destiny Wealth Partners, LLC | 0.02% | New | 3,740 | $172K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | Add +7.5% | 3,675 | $169K |
| Horizon Bancorp Inc. | 0.08% | No change | 3,610 | $166K |
| Seneschal Advisors, LLC | 0.12% | Add +119.2% | 3,616 | $166K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 3,483 | $160K |
| Topsail Wealth Management, LLC | 0.02% | No change | 3,470 | $159K |
| Bokf, NA | 0.00% | No change | 3,372 | $155K |
| High Note Wealth, LLC | 0.03% | Reduce -0.9% | 3,312 | $152K |
| SouthState Bank Corp | 0.01% | Reduce -5.1% | 3,192 | $146K |
| Tiaa Trust, National Association | 0.01% | Reduce -93.5% | 3,150 | $145K |
| Sterling Capital Management LLC | 0.00% | Reduce -1.5% | 3,104 | $142K |
| Sherman Asset Management, Inc. | 0.13% | Add +32.5% | 3,040 | $140K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.1% | 2,895 | $133K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 2,894 | $133K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,876 | $132K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 2,870 | $132K |
| NFSG Corp | 0.02% | Reduce -8.1% | 2,869 | $132K |
| Financial Gravity Asset Management, Inc. | 0.02% | Reduce -7.0% | 2,865 | $131K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Reduce -43.2% | 2,855 | $131K |
| Dunhill Financial, LLC | 0.03% | No change | 2,848 | $131K |
| Medallion Wealth Advisors, LLC | 0.04% | Reduce -2.0% | 2,846 | $131K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 2,790 | $128K |
| Abound Wealth Management | 0.03% | Add +0.7% | 2,648 | $122K |
| American National Bank & Trust | 0.01% | No change | 2,648 | $122K |
| Coastline Trust Co | 0.01% | No change | 2,608 | $120K |
| HM Payson & Co. | 0.00% | No change | 2,592 | $119K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Add +4.1% | 2,550 | $117K |
| EPG Wealth Management LLC | 0.03% | Add +38.3% | 2,537 | $116K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +126700.0% | 2,536 | $116K |
| Old Second National Bank of Aurora | 0.02% | No change | 2,506 | $115K |
| Chilton Capital Management LLC | 0.00% | Reduce -1.4% | 2,486 | $114K |
| Acropolis Investment Management, LLC | 0.01% | New | 2,456 | $113K |
| Estabrook Capital Management | 0.02% | Add +0.7% | 2,432 | $112K |
| Clean Yield Group | 0.03% | No change | 2,400 | $110K |
| Rossby Financial, LCC | 0.02% | Add +23.0% | 2,319 | $107K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -38.1% | 2,317 | $106K |
| Ares Financial Consulting, LLC | 0.08% | Add +0.6% | 2,199 | $101K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | Reduce -84.0% | 2,192 | $101K |
| Y.D. More Investments Ltd | 0.00% | No change | 2,196 | $101K |
| Bank of New Hampshire | 0.02% | Add +445.0% | 2,180 | $100K |
| Keating Financial Advisory Services, Inc. | 0.02% | Reduce -80.8% | 2,180 | $100K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +116.4% | 2,164 | $99K |
| Evermay Wealth Management LLC | 0.01% | No change | 2,140 | $98K |
| Signature Equity Partners, LLC | 0.05% | Add +16.0% | 2,128 | $98K |
| SHP Wealth Management | 0.01% | Reduce -4.7% | 2,064 | $95K |
| Stone House Investment Management, LLC | 0.02% | Add +5.9% | 2,040 | $94K |
| City State Bank | 0.02% | Add +1.0% | 2,010 | $92K |
| Brentview Investment Management LLC | 0.04% | No change | 2,000 | $92K |
| Morse Asset Management, Inc | 0.02% | No change | 2,000 | $92K |
| Basso Capital Management, L.P. | 0.06% | Add +124.4% | 1,984 | $91K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 1,931 | $89K |
| Country Trust Bank | 0.00% | Reduce -7.7% | 1,920 | $88K |
| Security National Bank | 0.01% | No change | 1,888 | $87K |
| Armor Investment Advisors, LLC | 0.03% | No change | 1,870 | $86K |
| Albion Financial Group | 0.01% | Add +171.3% | 1,834 | $84K |
| Covestor Ltd | 0.06% | Add +4.9% | 1,800 | $83K |
| Riverview Trust Co | 0.10% | Reduce -25.0% | 1,800 | $83K |
| Transce3nd, LLC | 0.73% | Reduce -0.2% | 1,785 | $82K |
| Quarry LP | 0.02% | New | 1,740 | $80K |
| Harbor Asset Planning, Inc. | 0.07% | Add +0.7% | 1,717 | $79K |
| Triumph Capital Management | 0.02% | Reduce -8.1% | 1,698 | $78K |
| Grove Bank & Trust | 0.01% | No change | 1,600 | $73K |
| Addison Advisors LLC | 0.02% | Add +34.1% | 1,574 | $72K |
| Founders Capital Management | 0.04% | No change | 1,570 | $72K |
| Colonial Trust Advisors | 0.01% | Reduce -3.1% | 1,570 | $72K |
| United Community Bank | 0.02% | Reduce -13.5% | 1,550 | $71K |
| Global Trust Asset Management, LLC | 0.03% | Add +265.0% | 1,460 | $67K |
| Front Row Advisors LLC | 0.02% | No change | 1,448 | $66K |
| Crewe Advisors LLC | 0.01% | Reduce -13.1% | 1,428 | $66K |
| Evolution Wealth Management Inc. | 0.04% | Add +59.1% | 1,330 | $61K |
| N.E.W. Advisory Services LLC | 0.00% | Add +144.3% | 1,312 | $60K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -99.9% | 1,281 | $59K |
| Quest 10 Wealth Builders, Inc. | 0.05% | No change | 1,250 | $57K |
| Bogart Wealth, LLC | 0.00% | Add +2924.4% | 1,240 | $57K |
| Byrne Asset Management LLC | 0.03% | Add +1.7% | 1,224 | $56K |
| Walleye Capital LLC | 0.00% | Reduce -92.7% | 1,211 | $56K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 1,200 | $55K |
| Angeles Wealth Management, LLC | 0.00% | No change | 1,200 | $55K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 1,200 | $55K |
| Adirondack Trust Co. | 0.02% | Reduce -10.9% | 1,182 | $54K |
| Ballast Advisors LLC | 0.02% | Reduce -2.3% | 1,180 | $54K |
| Hurley Capital, LLC | 0.03% | Add +0.2% | 1,157 | $53K |
| Marshall Investment Management, LLC | 0.03% | Reduce -95.7% | 1,153 | $53K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +43.8% | 1,150 | $53K |
| LM Advisors LLC | 0.29% | Add +0.7% | 2,418 | $53K |
| Winch Advisory Services, LLC | 0.01% | Add +0.6% | 1,124 | $52K |
| Hoese & Co LLP | 0.04% | No change | 1,120 | $51K |
| Nemes Rush Group LLC | 0.00% | Add +13.7% | 1,106 | $51K |
| Viewpoint Capital Management LLC | 0.02% | New | 1,100 | $50K |
| HHM Wealth Advisors, LLC | 0.01% | Add +0.9% | 1,086 | $50K |
| Rakuten Securities, Inc. | 0.02% | Add +641.3% | 1,060 | $49K |
| Deutsche Bank AG | 0.00% | Reduce -8.7% | 1,050 | $48K |
| Tsfg, LLC | 0.01% | Reduce -0.4% | 1,046 | $48K |
| Zions Bancorporation, National Association | 0.00% | No change | 1,040 | $48K |
| Hilton Head Capital Partners, LLC | 0.03% | No change | 1,034 | $47K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,010 | $46K |
| PlanVest Financial, Inc | 0.03% | — | 1,000 | $46K |
| Ramirez Asset Management, Inc. | 0.01% | New | 1,000 | $46K |
| Avalon Trust Co | 0.00% | No change | 1,000 | $46K |
| Vestor Capital, LLC | 0.00% | Add +41.2% | 970 | $45K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +287.2% | 968 | $44K |
| Millstone Evans Group, LLC | 0.03% | No change | 958 | $44K |
| Investors Research Corp | 0.01% | Add +19.4% | 955 | $44K |
| Vision Retirement, LLC | 0.01% | Reduce -18.1% | 938 | $43K |
| Purpose Unlimited Inc. | 0.00% | New | 859 | $39K |
| Nova Wealth Management, Inc. | 0.03% | Add +13.2% | 842 | $39K |
| Midway Capital Research & Management | 0.03% | New | 800 | $37K |
| Eastern Bank | 0.00% | Reduce -36.0% | 800 | $37K |
| Aventura Private Wealth, LLC | 0.01% | Add +33.6% | 796 | $37K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 790 | $36K |
| United Financial Planning Group LLC | 0.02% | New | 790 | $36K |
| Rice Partnership, LLC | 0.00% | Add +92.5% | 770 | $35K |
| Osbon Capital Management LLC | 0.03% | Add +0.8% | 762 | $35K |
| Missouri Trust & Investment Co | 0.01% | No change | 744 | $34K |
| Acima Private Wealth, LLC | 0.01% | No change | 728 | $33K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | Reduce -0.8% | 716 | $33K |
| Cornerstone Planning Group LLC | 0.00% | Add +10.2% | 701 | $32K |
| Ameriflex Group, Inc. | 0.02% | No change | 700 | $32K |
| Main Street Group, LTD | 0.01% | New | 698 | $32K |
| Clayton Financial Group LLC | 0.02% | Reduce -3.9% | 696 | $32K |
| MPWM Advisory Solutions, LLC | 0.02% | New | 676 | $31K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 640 | $29K |
| Sunrise Financial Services, LLC | 0.02% | Reduce -64.4% | 639 | $29K |
| Root Financial Partners, LLC | 0.00% | Reduce -24.3% | 636 | $29K |
| SJS Investment Consulting Inc. | 0.00% | No change | 624 | $29K |
| Paladin Advisory Group, LLC | 0.02% | No change | 616 | $28K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | New | 614 | $28K |
| Holos Integrated Wealth LLC | 0.01% | Reduce -65.2% | 600 | $28K |
| Davis Capital Management | 0.02% | No change | 602 | $28K |
| Smithfield Trust Co | 0.00% | No change | 600 | $27K |
| Hantz Financial Services, Inc. | 0.00% | Add +2.1% | 580 | $27K |
| Bellevue Asset Management, LLC | 0.01% | Add +0.5% | 565 | $26K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 560 | $26K |
| Financial Management Professionals, Inc. | 0.00% | New | 556 | $26K |
| Capital Investment Counsel, Inc | 0.00% | No change | 552 | $25K |
| S&T Bank | 0.01% | No change | 550 | $25K |
| American Capital Advisory, LLC | 0.01% | No change | 540 | $25K |
| Maseco LLP | 0.00% | No change | 528 | $24K |
| Banque Cantonale Vaudoise | 0.00% | No change | 517 | $24K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.02% | No change | 512 | $23K |
| Clark Wealth Partners | 0.02% | No change | 510 | $23K |
| GHP Investment Advisors, Inc. | 0.00% | New | 500 | $23K |
| one8zero8, LLC | 0.00% | No change | 484 | $22K |
| Allianz Asset Management GmbH | 0.00% | No change | 480 | $22K |
| JNBA Financial Advisors | 0.00% | Reduce -35.1% | 464 | $21K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 452 | $21K |
| Financial Consulate, Inc. | 0.00% | Add +0.7% | 446 | $20K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 444 | $20K |
| Scarborough Advisors, LLC | 0.00% | Add +0.7% | 431 | $20K |
| Costello Asset Management, INC | 0.01% | Add +11.7% | 411 | $19K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 410 | $19K |
| Sittner & Nelson, LLC | 0.01% | No change | 400 | $18K |
| MTM Investment Management, LLC | 0.01% | No change | 400 | $18K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 381 | $18K |
| III Capital Management | 0.01% | New | 380 | $17K |
| Howe & Rusling Inc. | 0.00% | Reduce -12.1% | 370 | $17K |
| Parkside Financial Bank & Trust | 0.00% | No change | 370 | $17K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 360 | $17K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 360 | $17K |
| Strengthening Families & Communities, LLC | 0.00% | Add +0.8% | 358 | $16K |
| BankChampaign, National Association | 0.02% | New | 246 | $16K |
| Delos Wealth Advisors, LLC | 0.01% | Reduce -56.7% | 355 | $16K |
| Miller Capital Partners, Inc. | 0.01% | No change | 350 | $16K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 346 | $16K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 346 | $16K |
| Vision Financial Markets LLC | 0.02% | Add +174.6% | 346 | $16K |
| Wolff Wiese Magana LLC | 0.01% | Add +14.3% | 343 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +248.0% | 341 | $16K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 338 | $16K |
| Ankerstar Wealth, LLC | 0.02% | No change | 330 | $15K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 326 | $15K |
| Archer Investment Corp | 0.00% | Reduce -1.3% | 312 | $14K |
| Imprint Wealth LLC | 0.06% | No change | 308 | $14K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -32.2% | 308 | $14K |
| Hanson & Doremus Investment Management | 0.00% | No change | 300 | $14K |
| Chapman Financial Group, LLC | 0.01% | No change | 300 | $14K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 284 | $13K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 280 | $13K |
| Capitol Family Office, Inc. | 0.01% | No change | 289 | $12K |
| POM Investment Strategies, LLC | 0.02% | Add +0.8% | 268 | $12K |
| Greykasell Wealth Strategies, Inc. | 0.00% | Add +11.0% | 263 | $12K |
| Resources Management Corp. /CT/ | 0.00% | No change | 260 | $12K |
| Chung Wu Investment Group, LLC | 0.01% | No change | 260 | $12K |
| Southern Michigan Bank & Trust | 0.00% | — | 260 | $12K |
| Walsh & Associates, LLC | 0.01% | No change | 252 | $12K |
| Orion Capital Management LLC | 0.00% | Add +0.8% | 252 | $12K |
| Burk Holdings LLC | 0.00% | New | 250 | $11K |
| Hoey Investments, Inc. | 0.00% | No change | 250 | $11K |
| SYM FINANCIAL Corp | 0.00% | Reduce -10.1% | 248 | $11K |
| Tompkins Financial Corp. | 0.00% | No change | 246 | $11K |
| Avion Wealth | 0.00% | No change | 252 | $11K |
| Trust Co. of Toledo NA | 0.00% | Add +142.6% | 228 | $10K |
| Roxbury Financial LLC | 0.01% | Add +0.5% | 224 | $10K |
| Versant Capital Management, Inc | 0.00% | Reduce -86.6% | 222 | $10K |
| Vanguard National Trust Co | 0.00% | — | 212 | $10K |
| CDKV Holdings LLC | 0.01% | No change | 210 | $10K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 210 | $10K |
| Delta Asset Management LLC | 0.00% | No change | 208 | $10K |
| Pioneer Family Office, LLC | 0.01% | No change | 206 | $9K |
| CVA Family Office, LLC | 0.00% | New | 205 | $9K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 202 | $9K |
| Gill Capital Partners, LLC | 0.00% | New | 200 | $9K |
| Hilltop National Bank | 0.00% | New | 200 | $9K |
| Motco | 0.00% | No change | 200 | $9K |
| Meramec Financial Planners, LLC | 0.00% | No change | 200 | $9K |
| Barrett & Company, Inc. | 0.00% | No change | 190 | $9K |
| Strategic Advisory Partners, LLC | 0.01% | New | 181 | $8K |
| Mountain Hill Investment Partners Corp. | 0.00% | Reduce -99.9% | 177 | $8K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -49.1% | 171 | $8K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 170 | $8K |
| Eukles Asset Management | 0.00% | Add +10.4% | 170 | $8K |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 161 | $7K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 93 | $7K |
| Financial Perspectives, Inc | 0.00% | No change | 142 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 138 | $6K |
| Tidemark, LLC | 0.00% | New | 136 | $6K |
| PFS Partners, LLC | 0.00% | Add +0.8% | 134 | $6K |
| Asset Dedication, LLC | 0.00% | Add +58.3% | 133 | $6K |
| Capital Advisor Network LLC | 0.01% | — | 110 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 108 | $5K |
| IMG Wealth Management, Inc. | 0.00% | Add +1.0% | 101 | $5K |
| Webster Bank, N. A. | 0.00% | No change | 100 | $5K |
| West Paces Advisors Inc. | 0.00% | New | 90 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | Add +112.5% | 85 | $4K |
| Olistico Wealth, LLC | 0.00% | No change | 80 | $4K |
| CNB Bank | 0.00% | No change | 76 | $3K |
| Duncker Streett & Co. Inc. | 0.00% | Add +33.9% | 75 | $3K |
| First Command Advisory Services, Inc. | 0.00% | No change | 74 | $3K |
| Curio Wealth, LLC | 0.00% | Reduce -65.3% | 68 | $3K |
| JDM Financial Group LLC | 0.00% | No change | 66 | $3K |
| Darwin Wealth Management, LLC | 0.00% | Add +6400.0% | 65 | $3K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 62 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | Reduce -57.6% | 56 | $3K |
| Financial Freedom, LLC | 0.00% | No change | 56 | $3K |
| Signature Resources Capital Management, LLC | 0.00% | New | 46 | $2K |
| Cypress Capital Management LLC (WY) | 0.00% | Reduce -98.7% | 38 | $2K |
| West Branch Capital LLC | 0.00% | New | 37 | $2K |
| DecisionPoint Financial, LLC | 0.00% | No change | 36 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.6% | 34 | $2K |
| Family Manage LLC | 0.00% | No change | 32 | $1K |
| Mechanics Financial Corp | 0.00% | No change | 28 | $1K |
| Princeton Global Asset Management LLC | 0.00% | No change | 24 | $1K |
| Caitlin John, LLC | 0.00% | Reduce -25.8% | 23 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 24 | $1K |
| Breakwater Investment Management | 0.00% | No change | 16 | $735 |
| Westend Capital Management, LLC | 0.00% | No change | 10 | $459 |
| Vanguard Advisers Inc. | 0.00% | — | 6 | $275 |
| Capital & Planning, LLC | 0.00% | New | 2 | $92 |
| Parallax Volatility Advisers, L.P. | 0.00% | Reduce -100.0% | 2 | $92 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $32 |
| Centerpoint Advisors, LLC | 0.00% | No change | 2 | $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.