St Sr Utl SL SE SPDR ETF-UsdXLUETF

13F holders, Q2 2026 (June 30)
1,583holders −19
108new positions
125sold out
10famous investors
$45.38avg. 13F price*

At the end of Q2 2026, 1,583 institutions reported holding St Sr Utl SL SE SPDR ETF-Usd (XLU) in their 13F filings, down 19 from Q1 2026. 108 opened new positions and 125 sold out. The largest holders were Bank of America Corp. ($1.3B), JPMorgan Chase & Co. ($1.0B) and Morgan Stanley ($997.4M). 10 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions108$722.1M
Exits125$439.4M

All 13F filers, Q1 2026 → Q2 2026: 42,120,322 shares bought and 45,788,706 shares sold, net −3,668,384 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,583 holders

Bank of America Corp. 0.08% Add +0.7% 28,238,512 $1.3B
JPMorgan Chase & Co. 0.06% Reduce -2.8% 21,813,355 $1.0B
Morgan Stanley 0.05% Reduce -5.8% 21,999,155 $997.4M
LPL Financial LLC 0.16% Reduce -4.9% 15,226,190 $690.4M
Wells Fargo & Company 0.11% Add +1.1% 13,347,881 $605.2M
UBS Group AG 0.07% Reduce -41.0% 9,537,675 $432.4M
Ameriprise Financial Inc. 0.08% Add +22.2% 8,551,440 $388.9M
BNP Paribas Financial Markets 0.19% Add +38.5% 7,889,429 $357.7M
Raymond James Financial Inc. 0.09% Add +6.9% 7,612,186 $345.1M
Envestnet Asset Management Inc. 0.07% Reduce -8.6% 6,800,218 $308.3M
Royal Bank of Canada 0.05% Add +62.1% 6,573,429 $298.0M
Goldman Sachs Group Inc. 0.03% Add +81.0% 6,063,609 $274.9M
Menora Mivtachim Holdings LTD. 0.95% No change 5,395,188 $244.6M
Osaic Holdings, Inc. 0.22% Add +9.7% 4,206,517 $190.7M
Main Management ETF Advisors, LLC 5.13% New 3,739,385 $169.5M
Truist Financial Corp. 0.20% Reduce -1.2% 3,594,262 $163.0M
Janney Montgomery Scott LLC 0.31% Add +1.6% 3,487,951 $158.1M
Meitav Investment House Ltd. 1.05% Reduce -0.3% 3,442,907 $156.1M
Factory Mutual Insurance Co. 1.36% Reduce -0.9% 3,181,400 $144.2M
Saudi Central Bank 1.84% No change 3,099,466 $140.0M
Phoenix Financial Ltd. 0.91% Add +326.8% 2,930,565 $132.9M
Main Management Fund Advisors LLC 9.39% New 2,928,700 $132.8M
Cetera Investment Advisers 0.12% Reduce -1.4% 2,908,419 $131.9M
Mufg Bank, LTD. 3.56% New 2,788,000 $126.4M
WestEnd Advisors, LLC 2.62% Add +7.4% 2,591,111 $117.5M
Barclays PLC 0.04% Add +63.4% 2,539,318 $115.1M
Bessemer Group Inc. 0.16% Add +28.0% 2,522,611 $114.4M
Focus Partners Wealth 0.11% Reduce -40.8% 2,337,916 $106.0M
Cibc World Market Inc. 0.17% Reduce -48.1% 2,256,360 $102.3M
Migdal Insurance & Financial Holdings Ltd. 0.61% Reduce -38.9% 2,110,205 $95.7M
Stifel Financial Corp. 0.08% Reduce -17.5% 2,082,580 $94.4M
Moss Adams Wealth Advisors LLC 5.49% Add +7.9% 1,939,085 $87.9M
GLOBALT Investments LLC / GA 2.67% Add +0.8% 1,746,448 $79.2M
Bank of Montreal 0.03% Add +9.2% 1,740,395 $78.9M
BlackRock, Inc. 0.00% Add +55.3% 1,698,178 $77.0M
Citigroup Inc. 0.03% Add +23.7% 1,642,226 $74.5M
Commonwealth Equity Services, LLC 0.09% Add +2.1% 1,636,433 $74.2M
PGIM Custom Harvest LLC 0.85% Add +5.1% 1,501,241 $68.1M
Cornerstone Advisors, LLC 1.99% No change 1,335,910 $60.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -27.0% 1,278,904 $58.0M
Private Advisor Group, LLC 0.23% Reduce -8.0% 1,101,638 $49.9M
Cambridge Investment Research Advisors, Inc. 0.11% Add +1.5% 1,096,813 $49.7M
Allen Investment Management, LLC 0.56% Add +316.8% 1,049,444 $47.6M
D. E. Shaw & Co. 0.03% Add +1998.7% 1,040,792 $47.2M
MML Investors Services, LLC 0.09% Add +39.9% 984,601 $44.6M
MAI Capital Management 0.16% Add +193.5% 954,172 $43.3M
Wellington Management Group LLP 0.01% New 945,995 $42.9M
Victory Capital Management Inc. 0.02% Add +10.0% 926,248 $42.0M
Agave Capital Management Ltd 4.52% New 912,326 $41.4M
Rational Advisors, Inc. 3.96% Reduce -1.9% 905,679 $41.1M
Laura & John Arnold Foundation 12.26% Reduce -78.7% 893,779 $40.5M
Main Management LLC 2.61% New 857,909 $38.9M
FIL Ltd 0.03% Reduce -29.0% 848,866 $38.5M
US Bancorp \de 0.04% Reduce -17.9% 832,150 $37.7M
HighTower Advisors, LLC 0.04% Reduce -5.3% 820,438 $37.2M
Natixis 0.17% Add +0.3% 809,347 $36.7M
Summit Financial, LLC 0.38% Reduce -5.0% 766,801 $34.8M
PNC Financial Services Group, Inc. 0.02% Add +0.9% 754,064 $34.2M
Baird Financial Group, Inc. 0.05% Add +18.3% 740,516 $33.6M
Northern Trust Corp. 0.00% Add +4.1% 726,346 $32.9M
Jones Financial Companies LLLP 0.01% Add +26.1% 639,002 $29.5M
Tudor Investment Corporation 0.12% Add +189.4% 640,125 $29.0M
Community Trust & Investment Co. 1.44% Reduce -0.5% 615,910 $27.9M
Kestra Advisory Services, LLC 0.09% Reduce -6.0% 611,305 $27.7M
Capital Fund Management S.A. 0.20% Reduce -15.3% 608,513 $27.6M
First Financial Bankshares Inc 0.52% Reduce -32.6% 608,395 $27.6M
Renaissance Technologies 0.04% Reduce -13.9% 606,100 $27.5M
New Harbor Financial Group, LLC 4.31% Add +6.2% 597,390 $27.1M
Thrivent Financial for Lutherans 0.05% Reduce -37.9% 589,196 $26.7M
Captrust Financial Advisors 0.04% Add +8.9% 578,365 $26.2M
Equitable Holdings, Inc. 0.16% Reduce -12.5% 572,951 $26.0M
Banco Santander, S.A. 0.16% Add +37.3% 571,978 $25.9M
Mariner, LLC 0.03% Reduce -23.1% 568,792 $25.8M
Cerity Partners LLC 0.03% Add +2.5% 562,767 $25.5M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3.36% No change 562,000 $25.5M
Trilogy Capital Inc. 0.99% Add +56.9% 558,816 $25.3M
Agf Management Ltd. 0.10% Reduce -0.4% 552,000 $25.0M
Two Sigma Investments, LP 0.02% New 542,815 $24.6M
SG Americas Securities, LLC 0.01% Add +99.6% 538,595 $24.4M
Steward Partners Investment Advisory, LLC 0.12% Add +14.3% 522,340 $23.7M
WCG Wealth Advisors LLC 0.52% Add +5.8% 482,511 $21.9M
German American Bancorp, Inc. 1.63% Add +0.9% 477,625 $21.7M
State Street Corp. 0.00% Add +117.3% 470,354 $21.3M
Pathstone Holdings, LLC 0.06% Reduce -0.6% 459,124 $20.8M
Greenwood Gearhart LLC 0.97% Add +5.3% 459,056 $20.8M
NewEdge Advisors, LLC 0.06% Add +7.3% 452,132 $20.5M
FMR LLC 0.00% Reduce -20.9% 443,917 $20.1M
Matauro, LLC 2.55% Add +12.1% 424,681 $19.3M
Concurrent Investment Advisors, LLC 0.16% Add +13.9% 424,299 $19.2M
Passaic Partners LLC 1.83% Add +12.1% 421,077 $19.1M
First Financial Bank - Trust Division 1.32% Add +3.8% 406,679 $18.4M
Cornerstone Capital, Inc. 1.63% Add +2.8% 402,899 $18.3M
Lido Advisors, LLC 0.07% Add +3.0% 402,420 $18.2M
Mercer Global Advisors Inc. 0.02% Reduce -9.1% 400,695 $18.2M
Modern Wealth Management, LLC 0.21% Add +10.1% 396,866 $18.0M
Alliancebernstein L.P. 0.01% Add +54.8% 385,908 $17.7M
Foguth Wealth Management, LLC. 2.01% Add +26.1% 392,328 $17.6M
Basepoint Wealth LLC 10.04% Add +213.6% 387,019 $17.5M
Sanctuary Advisors, LLC 0.08% Add +0.8% 386,605 $17.5M
Ethos Financial Group, LLC 1.15% Reduce -4.9% 378,187 $17.1M
Prudential PLC 0.11% Add +40.4% 374,400 $17.0M
Atlantic Union Bankshares Corp 0.27% Add +8.5% 361,239 $16.4M
Vaughan David Investments LLC 0.33% Add +2.6% 359,998 $16.3M
Arkos Global Advisors 1.91% Add +6.6% 355,959 $16.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.66% No change 354,912 $16.1M
Assetmark, Inc. 0.03% Reduce -10.7% 347,522 $15.8M
Trust Asset Management LLC 0.97% Add +0.8% 342,678 $15.5M
Advisory Services Network, LLC 0.17% Add +30.8% 337,168 $15.3M
Rockefeller Capital Management L.P. 0.02% Reduce -5.8% 336,949 $15.3M
Wealth Advisors of Iowa, LLC 4.07% Reduce -10.3% 331,564 $15.0M
Corient Private Wealth LP 0.02% Reduce -1.9% 329,766 $15.0M
Arax Advisory Partners 0.10% Add +947.9% 327,954 $14.9M
OneDigital Investment Advisors LLC 0.12% Add +1214.2% 324,287 $14.7M
Exchange Traded Concepts, LLC 0.07% Reduce -64.2% 322,766 $14.6M
Advisory Alpha, LLC 0.36% Reduce -51.7% 320,069 $14.5M
&partners 0.06% Reduce -0.3% 318,954 $14.5M
Wealth Enhancement Advisory Services, LLC 0.02% Add +15.5% 318,120 $14.4M
Fifth Third Securities, Inc. 0.81% Add +0.2% 314,422 $14.3M
Biltmore Wealth Management, LLC 4.36% Add +2.9% 308,174 $14.0M
Squarepoint Ops LLC 0.03% Add +1420.8% 306,954 $13.9M
Scotia Capital Inc. 0.05% Add +21.4% 302,558 $13.7M
KCM Investment Advisors LLC 0.41% Add +0.1% 299,863 $13.6M
Waverly Advisors, LLC 0.08% Reduce -15.6% 298,862 $13.6M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Add +82.5% 295,164 $13.4M
Van Eck Associates Corp. 0.01% Reduce -47.6% 283,501 $12.9M
Hilton Capital Management, LLC 0.87% Reduce -52.4% 281,037 $12.7M
AlphaStar Capital Management, LLC 0.81% New 280,890 $12.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.08% Add +290.8% 277,933 $12.7M
Galvin, Gaustad & Stein, LLC 0.95% Reduce -1.1% 279,459 $12.7M
Fifth Third Bancorp 0.02% Reduce -10.0% 276,801 $12.6M
Manhattan West Asset Management, LLC 2.03% Add +5.2% 268,350 $12.2M
DAVENPORT & Co LLC 0.06% Add +35.5% 260,911 $11.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.28% Reduce -3.9% 259,104 $11.7M
Inlight Wealth Management, LLC 3.72% Add +8.2% 257,816 $11.7M
Strategic Wealth Investment Group, LLC 1.41% Add +100.2% 256,746 $11.6M
Creative Planning 0.01% Add +17.4% 255,905 $11.6M
Gotham Asset Management 0.03% Add +53.6% 254,300 $11.5M
Susquehanna International Group, LLP 0.01% Reduce -7.5% 253,909 $11.5M
Savant Capital, LLC 0.03% Add +5477.7% 258,023 $11.4M
TCV Trust & Wealth Management, Inc. 0.86% Add +0.1% 251,034 $11.4M
Kwmg, LLC 0.81% Add +4.7% 247,169 $11.2M
Clarity Financial LLC 0.94% Add +31.8% 242,052 $11.0M
BNC Wealth Management, LLC 2.61% New 237,973 $10.8M
Peapack Gladstone Financial Corp. 0.12% Add +0.5% 237,641 $10.8M
Ayalon Insurance Comp Ltd. 1.30% Add +19.6% 234,088 $10.6M
Simplex Trading, LLC 0.28% New 233,426 $10.6M
Brown Advisory Inc. 0.02% Add +53.6% 230,780 $10.5M
Millennium Management 0.01% Reduce -64.4% 229,909 $10.4M
Bank of Nova Scotia 0.02% Add +67.8% 225,991 $10.2M
Rothschild Capital Partners, LLC 2.20% Add +16.3% 225,030 $10.2M
BW Gestao de Investimentos Ltda. 0.25% Reduce -75.0% 225,000 $10.2M
Stonebridge Financial Group, LLC 1.41% — 223,948 $10.2M
Lalia Capital, LLC 4.89% No change 222,000 $10.1M
Ally Financial Inc. 1.30% New 222,000 $10.1M
Twin Focus Capital Partners, LLC 1.02% Add +5.3% 221,437 $10.0M
Caisse de depot et placement du Quebec 0.01% Reduce -83.8% 219,802 $10.0M
Peterson Wealth Management 4.63% Add +0.7% 219,280 $9.9M
CIBC Bancorp USA Inc. 0.01% Add +1.8% 218,240 $9.9M
Dakota Wealth Management 0.19% Add +0.7% 217,335 $9.9M
EP Wealth Advisors, LLC 0.04% Reduce -1.0% 214,849 $9.7M
Balyasny Asset Management L.P. 0.02% New 209,967 $9.5M
IFP Advisors, Inc 0.17% Add +26.8% 207,805 $9.4M
Jain Global LLC 0.12% Add +31.6% 205,798 $9.3M
J.W. Cole Advisors, Inc. 0.16% Reduce -6.4% 205,312 $9.3M
Krilogy Financial LLC 0.27% Add +0.9% 203,277 $9.2M
Bar Harbor Wealth Management 0.49% Add +0.6% 199,519 $9.0M
Capital Investment Advisors, LLC 0.12% Reduce -1.0% 199,402 $9.0M
RFG Advisory, LLC 0.14% Reduce -5.5% 199,299 $9.0M
Eaton Financial Holdings Company, LLC 2.45% Reduce -2.7% 196,801 $8.9M
Flagship Harbor Advisors, LLC 0.34% Add +0.4% 195,833 $8.9M
Oppenheimer Asset Management Inc. 0.09% Add +1.8% 195,205 $8.9M
IHT Wealth Management, LLC 0.19% Reduce -29.6% 194,300 $8.8M
Hollow Brook Wealth Management LLC 1.74% No change 192,708 $8.7M
Centaurus Financial, Inc. 0.34% Add +3.6% 191,916 $8.7M
Toth Financial Advisory Corp. 0.84% Add +3.1% 190,022 $8.6M
Armstrong Advisory Group, Inc. 0.52% Add +1.6% 189,318 $8.6M
Brookstone Capital Management 0.09% Add +16.0% 188,141 $8.5M
Quantitative Investment Management, LLC 0.93% New 188,006 $8.5M
Integrated Wealth Concepts LLC 0.06% Reduce -11.9% 185,503 $8.4M
Sigma Planning Corp 0.21% Reduce -2.5% 184,324 $8.4M
Snowden Capital Advisors LLC 0.20% Add +10.7% 183,509 $8.3M
StoneX Group Inc. 0.33% Add +5.9% 181,567 $8.2M
Thor Trading Advisors, LLC 2.54% Add +13.6% 178,831 $8.1M
Charles Schwab Investment Management Inc. 0.00% Add +0.3% 177,799 $8.1M
Morton Community Bank 1.63% Add +3.8% 176,710 $8.0M
Madison Park Capital Advisors, LLC 5.69% Add +4.5% 176,015 $8.0M
HighPoint Advisor Group LLC 0.27% Reduce -15.3% 171,427 $7.8M
Edgewood Management LLC 0.08% No change 171,236 $7.8M
IFG Advisory, LLC 0.27% New 170,778 $7.7M
First Interstate Bank 0.40% Reduce -2.3% 169,858 $7.7M
Sumitomo Mitsui Financial Group, Inc. 0.15% Reduce -17.8% 167,758 $7.6M
Capital Investment Advisory Services, LLC 0.47% Add +1.9% 166,944 $7.6M
Pinnacle Financial Partners, Inc. 0.05% Add +0.5% 166,941 $7.6M
Evolution Wealth Advisors, LLC 0.88% Add +0.5% 166,523 $7.6M
Orion Porfolio Solutions, LLC 0.06% Reduce -19.2% 166,294 $7.5M
Beacon Pointe Advisors, LLC 0.03% Add +0.5% 165,449 $7.5M
Courier Capital LLC 0.37% Add +3.4% 164,331 $7.5M
AQR Capital Management 0.00% Reduce -0.8% 161,353 $7.3M
Atria Investments, Inc 0.07% Add +3.5% 160,980 $7.3M
IMZ Advisory Inc 2.31% Add +5.2% 160,802 $7.3M
Nottingham Advisors, Inc. 0.87% Reduce -14.3% 136,388 $7.3M
Prospera Financial Services Inc 0.11% Add +2.6% 159,291 $7.2M
GTS Securities LLC 0.15% Reduce -66.7% 159,007 $7.2M
Graham Capital Management, L.P. 0.28% Add +60.9% 159,000 $7.2M
Meridian Investment Counsel Inc. 1.54% Reduce -1.2% 158,645 $7.2M
Sound View Wealth Advisors Group, LLC 0.44% Add +2.6% 157,707 $7.2M
Ashton Thomas Private Wealth, LLC 0.15% Add +33.3% 157,517 $7.1M
Rye Brook Capital LLC 4.99% Add +11.6% 157,085 $7.1M
Miramontes Capital, LLC 2.15% Add +4.8% 152,159 $6.9M
SBI Okasan Asset Management Co.Ltd. 0.23% New 149,350 $6.9M
KCM Capital Inc 1.11% No change 150,000 $6.8M
Proficio Capital Partners LLC 0.24% Add +110.4% 149,835 $6.8M
Coldstream Capital Management Inc. 0.09% Reduce -6.8% 148,827 $6.7M
Paragon Financial Partners, Inc. 3.62% Reduce -0.2% 151,817 $6.7M
Benjamin Edwards Inc. 0.06% Reduce -9.4% 148,266 $6.7M
Waycross Investment Management Co 5.11% Add +4.6% 148,143 $6.7M
CMH Wealth Management LLC 1.01% Add +8.4% 146,716 $6.7M
Nicolet Bankshares Inc. 0.21% Add +11.4% 146,322 $6.6M
Hippocratic Financial Advisors, LLC 2.50% Add +5.4% 146,230 $6.6M
Regal Investment Advisors LLC 0.34% Reduce -6.6% 145,460 $6.6M
Perkins Coie Trust Co 1.09% Reduce -6.2% 144,691 $6.6M
Park Avenue Securities LLC 0.04% Reduce -5.8% 142,834 $6.5M
Larson Financial Group LLC 0.17% Add +42.5% 142,544 $6.5M
Measured Wealth Private Client Group, LLC 1.55% Add +5.6% 141,572 $6.4M
Valmark Advisers, Inc. 0.07% Add +3.4% 139,479 $6.3M
Vestmark Advisory Solutions, Inc. 0.06% Reduce -6.8% 139,382 $6.3M
Jmac Enterprises LLC 1.06% Add +1.0% 138,506 $6.3M
Valence8 US LP 2.08% Add +119.5% 138,166 $6.3M
Ausdal Financial Partners, Inc. 0.24% Add +31.6% 136,362 $6.2M
Mgo One Seven LLC 0.10% Add +14.2% 133,886 $6.1M
Dynamic Advisor Solutions LLC 0.17% Reduce -2.9% 132,712 $6.0M
Sava Penzisko Drushtvo A.D. Skopje 1.60% Reduce -77.2% 25,136 $6.0M
Spire Wealth Management 0.18% Reduce -2.6% 131,824 $6.0M
Round Rock Advisors LLC 0.77% Add +4.3% 131,792 $6.0M
Econ Financial Services Corp 2.79% Add +26.8% 131,462 $6.0M
Investors Portfolio Services LLC 4.55% Add +16.8% 131,342 $6.0M
Martin & Co. Inc. 0.92% Reduce -0.0% 130,363 $5.9M
Granby Capital Management, LLC 3.07% No change 130,000 $5.9M
Farmers & Merchants Trust Co of Chambersburg PA 1.47% Add +0.1% 127,761 $5.8M
Farther Finance Advisors, LLC 0.05% Add +19.9% 127,604 $5.8M
Kropog Financial Group, LLC 4.02% Add +0.8% 125,860 $5.7M
Qube Research & Technologies Ltd 0.01% New 125,424 $5.7M
Floyd Financial Group LLC 3.67% Add +0.4% 123,034 $5.6M
Swan Global Investments, LLC 0.26% Add +0.2% 123,778 $5.6M
Legacy Private Trust Co. 0.31% Reduce -0.2% 122,880 $5.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.69% No change 122,724 $5.6M
Trek Financial, LLC 0.28% Reduce -57.3% 122,489 $5.6M
GAMCO Investors 0.05% Add +0.0% 121,685 $5.5M
Foundations Investment Advisors, LLC 0.06% Reduce -65.8% 120,923 $5.5M
Appleton Partners Inc. 0.33% Reduce -6.8% 120,402 $5.5M
Wealthfront Advisers LLC 0.01% Add +7.7% 120,319 $5.5M
Berger Financial Group, Inc 0.28% Add +2.0% 120,024 $5.4M
Allworth Financial LP 0.02% Reduce -0.8% 119,891 $5.4M
Maloon Powers Pitre Higgins & Dennehy, LLC 1.86% — 119,514 $5.4M
Gladstone Institutional Advisory LLC 0.17% Add +13.3% 118,854 $5.4M
Wedbush Securities Inc. 0.14% Reduce -4.3% 118,069 $5.4M
Independent Financial Group, LLC 0.10% Reduce -6.8% 117,364 $5.3M
Algorithmic Investment Models, LLC 6.13% Reduce -0.9% 116,897 $5.3M
Rockport Wealth LLC 0.88% Reduce -22.6% 115,509 $5.2M
Oppenheimer & Co. Inc. 0.06% Add +58.1% 113,784 $5.2M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -2.5% 113,802 $5.2M
Spahn Wealth & Retirement LLC 3.30% Add +17.1% 113,179 $5.1M
Csenge Advisory Group 0.21% Add +1.2% 113,172 $5.1M
Vectors Research Management, LLC 1.32% Reduce -2.7% 111,786 $5.1M
Lighthouse Financial Services Inc. 1.05% Add +1.6% 111,554 $5.0M
One Wealth Map LLC 2.30% Add +4.4% 109,651 $4.9M
Encompass More Asset Management 0.72% Reduce -44.4% 107,412 $4.9M
Harbour Investments, Inc. 0.07% Reduce -31.1% 107,010 $4.9M
Blair William & Co. 0.01% Reduce -25.0% 107,004 $4.9M
Mutual Advisors, LLC 0.09% Reduce -1.3% 106,937 $4.8M
Innealta Capital, LLC 2.57% No change 106,372 $4.8M
Quantinno Capital Management LP 0.01% Add +7.9% 105,528 $4.8M
Roundview Capital LLC 0.26% Add +0.3% 104,810 $4.8M
Citadel Advisors 0.00% Add +181.3% 104,660 $4.7M
Mizuho Markets Americas LLC 0.08% New 103,303 $4.7M
Tidal Investments LLC 0.01% Reduce -23.6% 103,274 $4.7M
Prosperity Consulting Group, LLC 0.18% Reduce -0.5% 102,920 $4.7M
UMB Bank, n.a. 0.06% Reduce -0.2% 102,655 $4.7M
Tiaa-Cref Individual & Institutional Services, LLC 0.02% Add +69.7% 102,626 $4.7M
Vickerman Investment Advisors, Inc. 0.90% Reduce -3.0% 102,625 $4.7M
Arta Finance Wealth Management LLC 1.97% Add +15.0% 101,541 $4.6M
Kestra Private Wealth Services, LLC 0.05% Reduce -2.3% 100,569 $4.6M
Amica Mutual Insurance Co. 0.38% Reduce -4.3% 99,389 $4.5M
Jump Financial, LLC 0.04% Reduce -63.6% 98,421 $4.5M
HCR Wealth Advisors 0.40% Reduce -3.6% 98,259 $4.5M
Trust Co. of Oklahoma 1.14% Reduce -0.2% 97,783 $4.4M
1 North Wealth Services LLC 1.45% Add +4.7% 97,733 $4.4M
Freestone Grove Partners LP 0.03% New 97,401 $4.4M
Innova Wealth Partners 1.83% Reduce -2.4% 97,333 $4.4M
Simplicity Wealth,LLC 0.15% Add +118.8% 96,885 $4.4M
Ami Investment Management Inc. 0.93% Add +16.4% 96,735 $4.4M
Toronto Dominion Bank 0.01% Reduce -41.5% 95,278 $4.3M
Silver Oak Securities, Incorporated 0.26% Add +7.7% 95,248 $4.3M
Prime Capital Investment Advisors, LLC 0.04% Reduce -54.3% 95,133 $4.3M
Arkadios Wealth Advisors 0.07% Add +5.8% 94,790 $4.3M
Montag A & Associates Inc. 0.18% Add +4.5% 93,887 $4.3M
Creative Financial Designs Inc. 0.20% Add +375.4% 93,834 $4.3M
Intrua Financial, LLC 0.40% Add +263.9% 93,665 $4.2M
Blueline Advisors LLC 2.89% Add +4.0% 92,147 $4.2M
Biondo Investment Advisors, LLC 0.51% Add +1.0% 92,138 $4.2M
Silver Coast Investments LLC 1.24% Add +6.4% 91,935 $4.2M
Wealthcare Advisory Partners LLC 0.08% Reduce -4.7% 91,733 $4.2M
AAFMAA Wealth Management & Trust LLC 1.45% Add +5.7% 91,529 $4.1M
Moors & Cabot, Inc. 0.16% Add +9.1% 91,260 $4.1M
ADG Wealth Management Group, LLC 2.62% New 91,180 $4.1M
Cary Street Partners Financial LLC 0.09% Reduce -3.7% 91,019 $4.1M
Stephens Inc. 0.05% Add +1.9% 90,915 $4.1M
Concentric Capital Strategies, LP 0.25% Add +18.9% 90,747 $4.1M
Strategic Financial Group, LLC 3.94% Add +0.6% 90,744 $4.1M
Investment Management Corp. /Va/ 3.43% Add +1.3% 90,580 $4.1M
PFG Investments, LLC 0.16% Add +2.1% 90,111 $4.1M
Ellis Investment Partners, LLC 0.62% Reduce -4.1% 89,924 $4.1M
Axiom Investment Management LLC 2.72% Add +7.6% 89,900 $4.1M
CENTRAL TRUST Co 0.07% Reduce -3.5% 89,468 $4.1M
Apriem Advisors 0.35% No change 89,400 $4.1M
Silphium Asset Management Ltd 1.36% Add +11.3% 88,787 $4.0M
D.A. Davidson & Co. 0.02% Reduce -12.4% 88,258 $4.0M
Wealth Quarterback LLC 1.24% Add +16.2% 88,207 $4.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -31.0% 87,879 $4.0M
PEAK6 LLC 0.10% Reduce -35.5% 87,470 $4.0M
BIP Wealth, LLC 0.11% New 87,457 $4.0M
Integrity Alliance, Llc. 0.12% Add +1.3% 87,434 $4.0M
Centric Wealth Management 0.62% No change 85,355 $4.0M
Hamel Associates, Inc. 1.09% Reduce -1.0% 86,930 $3.9M
Twin Tree Management, LP 0.61% Reduce -12.3% 86,564 $3.9M
MFG Wealth Management, Inc. 2.77% Add +4.7% 85,390 $3.9M
Forbes J M & Co. LLP 0.30% No change 85,378 $3.9M
Ranch Capital Advisors Inc. 1.21% Add +4.8% 84,141 $3.8M
Ameritas Advisory Services, LLC 0.08% Add +170.1% 84,064 $3.8M
Focus Financial Network, Inc. 0.12% Add +5.6% 84,003 $3.8M
Sequoia Financial Advisors, LLC 0.02% Reduce -4.9% 83,362 $3.8M
Fiduciary Group, LLC 0.29% Reduce -1.0% 82,959 $3.8M
Freestone Capital Holdings, LLC 0.10% Add +29.3% 82,646 $3.7M
United Capital Financial Advisors, LLC 0.02% Add +10.0% 82,318 $3.7M
Broussard Financial Group LLC 2.98% Reduce -32.5% 82,193 $3.7M
Consolidated Investment Group LLC 0.32% No change 81,470 $3.7M
Canton Hathaway, LLC 0.70% Add +1.4% 81,077 $3.7M
WESPAC Advisors SoCal, LLC 0.65% Reduce -0.4% 79,426 $3.6M
Robertson Stephens Wealth Management, LLC 0.09% Reduce -13.6% 78,522 $3.6M
Compass Wealth Management, LLC 1.42% Add +1.4% 78,385 $3.6M
Syon Capital LLC 0.15% Add +3.2% 78,322 $3.6M
Key Client Fiduciary Advisors, LLC 1.03% Reduce -1.3% 77,875 $3.5M
AE Wealth Management LLC 0.02% Reduce -15.7% 77,841 $3.5M
Peddock Capital Advisors, LLC 0.70% Add +1.9% 77,789 $3.5M
Stillwater Capital Advisors, LLC 0.36% Reduce -0.5% 77,733 $3.5M
Investment Partners, LTD. 1.10% Reduce -1.1% 77,396 $3.5M
CacheTech Inc. 0.57% Add +9.4% 77,124 $3.5M
AlTi Global, Inc. 0.07% Add +1618.1% 76,662 $3.5M
Brave Asset Management Inc. 0.74% Add +4.9% 76,334 $3.5M
Keybank National Association 0.01% Add +4.3% 75,233 $3.4M
MYDA Advisors LLC 0.83% Reduce -46.4% 75,000 $3.4M
Lakeshore Capital Group, Inc. 2.51% Add +3.1% 74,721 $3.4M
LCM Capital Management Inc 1.48% Add +1.2% 74,662 $3.4M
NBT Bank, N.A. 0.22% Reduce -0.6% 74,630 $3.4M
Magnus Financial Group LLC 0.24% Add +11.5% 73,836 $3.3M
Jane Street Group, LLC 0.00% Reduce -84.2% 73,746 $3.3M
Virtue Capital Management, LLC 0.45% Add +43.8% 73,701 $3.3M
Associated Banc-Corp 0.08% Add +0.6% 73,619 $3.3M
Global Retirement Partners, LLC 0.05% — 73,592 $3.3M
Cordatus Wealth Management LLC 0.73% Add +0.6% 73,505 $3.3M
Clear Wave Wealth Management LLC 0.74% Add +10.7% 73,470 $3.3M
TD Waterhouse Canada Inc. 0.01% Reduce -34.5% 74,048 $3.3M
B. Riley Wealth Advisors, Inc. 0.18% Reduce -30.7% 71,564 $3.3M
Adams Wealth Management 0.63% Add +2.6% 72,343 $3.3M
Principal Securities, Inc. 0.04% Reduce -4.2% 72,256 $3.3M
RPg Family Wealth Advisory, LLC 0.54% Add +16.1% 71,332 $3.2M
Aster Capital Management (DIFC) Ltd 0.69% Reduce -33.8% 71,034 $3.2M
Winthrop Capital Management, LLC 0.78% Add +1.1% 70,853 $3.2M
Midwest Financial Group LLC 1.12% Add +10.7% 70,647 $3.2M
Merit Financial Group, LLC 0.02% Add +3.2% 70,032 $3.2M
Solstein Capital, LLC 1.09% Add +0.2% 69,946 $3.2M
Shaker Investments LLC 1.13% Reduce -0.8% 69,516 $3.2M
Financial Discovery Group Inc. 6.68% Add +5.5% 69,100 $3.1M
Gateway Wealth Partners, LLC 0.19% Reduce -42.1% 68,928 $3.1M
Value Investment Professionals, LLC 2.62% New 68,757 $3.1M
MV Capital Management, Inc. 0.28% Add +3.6% 68,620 $3.1M
Wayfinding Financial, LLC 1.18% Add +8.9% 68,496 $3.1M
Risk Paradigm Group, LLC 2.43% Add +16.2% 68,450 $3.1M
Spirepoint Private Client, LLC 0.25% Reduce -8.5% 68,373 $3.1M
Financial Planning Hawaii, Inc. 1.66% No change 68,160 $3.1M
Tenzing Financial LLC 2.12% Add +0.8% 68,063 $3.1M
American Assets Investment Management, LLC 0.19% No change 68,000 $3.1M
Glenmede Trust Co. NA 0.01% Reduce -1.2% 67,480 $3.1M
Sacks & Associates, LLC 2.06% Reduce -2.1% 68,898 $3.1M
State of Tennessee, Department of Treasury 0.01% New 67,155 $3.0M
AMG National Trust Bank 0.06% Reduce -23.2% 66,751 $3.0M
Kingsview Wealth Management, LLC 0.04% Add +0.3% 66,703 $3.0M
Maridea Wealth Management LLC 0.33% Add +56.1% 66,541 $3.0M
Fragasso Financial Advisors Inc 0.16% Reduce -0.8% 66,457 $3.0M
Hancock Whitney Corp. 0.05% Reduce -25.1% 66,232 $3.0M
Southern Capital Services Inc. 1.68% Add +8.7% 65,966 $3.0M
St Germain D J Co. Inc. 0.11% Reduce -3.0% 65,898 $3.0M
Carnegie Investment Counsel 0.06% Add +3.2% 65,422 $3.0M
Cornerstone Wealth Group, LLC 0.18% Add +4.5% 65,340 $3.0M
Money Concepts Capital Corp. 0.14% Add +2.0% 65,183 $3.0M
WBH Advisory Inc. 0.20% Reduce -1.4% 64,991 $2.9M
Sendero Wealth Management, LLC 0.29% No change 64,805 $2.9M
Patten & Patten Inc. 0.16% Add +0.8% 64,614 $2.9M
Joseph P. Lucia & Associates, LLC 0.87% Add +6.4% 63,877 $2.9M
Miller Howard Investments Inc. 0.08% Add +254.8% 63,851 $2.9M
Fox Hill Wealth Management 1.15% Add +0.7% 63,526 $2.9M
Alerus Financial NA 0.13% Reduce -39.7% 63,471 $2.9M
Coastal Bridge Advisors, LLC 0.18% Add +12.3% 63,245 $2.9M
Wilson & Boucher Capital Management, LLC 1.66% Add +0.1% 62,319 $2.8M
Elevation Point Wealth Partners, LLC 0.05% Reduce -16.4% 61,932 $2.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -71.3% 61,500 $2.8M
Earned Wealth Advisors, LLC 0.18% Add +0.3% 61,052 $2.8M
Vise Technologies, Inc. 0.03% Add +40.6% 61,010 $2.8M
Sage Capital Advisors,llc 0.57% Add +0.4% 60,730 $2.8M
KOM Wealth Management Group, LLC 1.66% Reduce -0.8% 60,721 $2.8M
Hudock, Inc. 0.35% Add +0.4% 60,661 $2.8M
Butensky & Cohen Financial Security, Inc. 0.68% Add +0.8% 60,374 $2.7M
Huntington National Bank 0.02% Reduce -2.0% 60,369 $2.7M
Meridian Wealth Management, LLC 0.08% Add +9.2% 60,212 $2.7M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -11.4% 59,924 $2.7M
Zullo Investment Group, Inc. 0.92% Reduce -4.3% 59,660 $2.7M
Altura Wealth Advisors Inc. 0.91% Add +66.1% 59,507 $2.7M
Shepherd Financial Partners LLC 0.22% Reduce -1.6% 59,399 $2.7M
Commerce Bank 0.01% Reduce -22.4% 59,275 $2.7M
Kopp Family Office, LLC 1.65% New 59,245 $2.7M
Braeburn Wealth Management LLC 1.15% Add +2.3% 59,026 $2.7M
Hills Bank & Trust Co 0.11% Add +12.7% 58,934 $2.7M
Washington Growth Strategies LLC 1.47% Add +0.3% 58,313 $2.6M
Aspen Investment Management Inc 0.71% Add +1.0% 58,050 $2.6M
Laurel Wealth Advisors LLC 0.25% Reduce -0.6% 58,047 $2.6M
Avior Wealth Management, LLC 0.07% Add +5.5% 57,985 $2.6M
AlphaCore Capital LLC 0.05% Reduce -3.4% 57,962 $2.6M
SeaCrest Wealth Management, LLC 0.29% Add +10.7% 57,600 $2.6M
Community Bank, N.A. 0.28% Reduce -0.0% 57,490 $2.6M
Simmons Bank 0.15% Reduce -2.6% 57,231 $2.6M
Ironsides Asset Advisors, LLC 0.61% Add +0.4% 56,991 $2.6M
First Merchants Corp. 0.09% Reduce -1.8% 56,845 $2.6M
Sei Investments Co. 0.00% Add +28.6% 56,155 $2.5M
Second Half Financial Partners, LLC 1.04% Add +22.9% 55,864 $2.5M
Park Edge Advisors, LLC 0.53% Add +12.3% 55,347 $2.5M
Bank of New York Mellon Corp 0.00% Add +9.3% 55,309 $2.5M
Grandview Asset Management LLC 0.62% Reduce -0.8% 55,029 $2.5M
Wealthspire Advisors, LLC 0.01% Add +135.3% 54,916 $2.5M
M&T Bank Corp 0.01% Add +0.1% 54,508 $2.5M
Secure Asset Management, LLC 0.35% Add +7.5% 54,205 $2.5M
Jefferies Financial Group Inc. 0.02% Add +15.1% 54,049 $2.5M
Accretive Wealth Partners, LLC 0.60% Add +3.3% 53,988 $2.4M
Uptown Financial Advisors LLC 1.79% Add +19.3% 53,969 $2.4M
Apollon Wealth Management, LLC 0.03% Reduce -11.9% 53,831 $2.4M
Asset Advisors Investment Management, LLC 0.22% Reduce -0.1% 53,772 $2.4M
Clare Market Investments LLC 0.44% Reduce -30.0% 53,652 $2.4M
Corrado Advisors, LLC 1.12% Add +1.8% 53,514 $2.4M
Private Capital Management, LLC 0.22% Add +6.3% 53,431 $2.4M
Arete Wealth Advisors, LLC 0.16% Reduce -52.1% 53,405 $2.4M
Corundum Group, Inc. 0.72% Add +2.8% 53,375 $2.4M
SHUTTLEWORTH & Co 1.93% Add +5.6% 53,344 $2.4M
City Holding Co. 0.27% Add +6.7% 52,631 $2.4M
Perigon Wealth Management, LLC 0.04% Reduce -73.4% 52,209 $2.4M
Aristides Capital LLC 0.61% Add +8.1% 52,208 $2.4M
Clarus Wealth Advisors 0.90% Add +11.7% 51,206 $2.3M
CTC Alternative Strategies, Ltd. 3.34% New 51,141 $2.3M
Western Wealth Management, LLC 0.08% Reduce -12.2% 50,979 $2.3M
Zuckerman Investment Group, LLC 0.20% Reduce -1.2% 50,822 $2.3M
McCollum Christoferson Group LLC 0.66% Add +3.1% 50,465 $2.3M
Investment Management Trust, LLC 2.05% Reduce -2.1% 50,399 $2.3M
O'shaughnessy Asset Management, LLC 0.01% Reduce -21.4% 50,286 $2.3M
Compass Financial Management LLC 0.28% — 50,733 $2.3M
Choreo, LLC 0.02% Reduce -1.5% 49,937 $2.3M
Trivium Point Advisory, LLC 0.21% New 49,897 $2.3M
Clearbridge Investments, LLC 0.00% Add +2.3% 49,884 $2.3M
Hanseatic Management Services Inc. 1.66% Reduce -2.1% 49,746 $2.3M
Great Valley Advisor Group, Inc. 0.04% Add +9.6% 49,570 $2.2M
Florida Financial Advisors, LLC 0.38% Reduce -2.3% 49,396 $2.2M
Concentrum Wealth Management 0.53% Add +5.0% 49,009 $2.2M
TD Private Client Wealth LLC 0.04% Add +7.8% 48,976 $2.2M
Bravera Wealth 0.85% Add +12.8% 48,965 $2.2M
Mechanics Bank Trust Department 0.27% Reduce -4.5% 48,886 $2.2M
WJ Financial Advisors LLC 1.62% Add +1.7% 48,714 $2.2M
Flow Traders U.S. LLC 0.09% Add +34.0% 48,665 $2.2M
Titleist Asset Management, LLC 0.15% Add +903.0% 48,596 $2.2M
Bellwether Advisors, LLC 0.33% Reduce -17.9% 48,538 $2.2M
3EDGE Asset Management, LP 0.10% Add +74.0% 48,524 $2.2M
Choate Investment Advisors 0.04% No change 48,240 $2.2M
Colton Groome Financial Advisors, LLC 0.53% Add +2.5% 48,032 $2.2M
Modera Wealth Management, LLC 0.02% Reduce -11.9% 47,897 $2.2M
Securian Asset Management, Inc. 0.08% No change 48,000 $2.2M
Savior LLC 6.21% Add +1.3% 47,711 $2.2M
Foronjy Financial LLC 0.79% Add +9.9% 47,647 $2.2M
D L Carlson Investment Group Inc. 0.34% Reduce -13.2% 47,594 $2.2M
Woodmont Investment Counsel LLC 0.12% Reduce -0.1% 47,571 $2.2M
Compass Financial Group, Inc. 0.91% Reduce -0.1% 47,429 $2.2M
Citizens Financial Group Inc. 0.03% Add +20.4% 47,404 $2.1M
CreativeOne Wealth, LLC 0.05% Reduce -3.6% 47,122 $2.1M
Old National Bancorp 0.04% Reduce -13.2% 46,304 $2.1M
Koa Wealth Management, LLC 1.42% Add +0.0% 45,969 $2.1M
Flagship Private Wealth, LLC 0.74% Reduce -1.6% 45,960 $2.1M
Hansen & Associates Financial Group, Inc. 1.19% Add +4.4% 45,927 $2.1M
Axxcess Wealth Management, LLC 0.03% Reduce -3.4% 45,691 $2.1M
Retireful, LLC 1.92% Reduce -6.1% 45,467 $2.1M
Union Bancaire Privee, UBP SA 0.02% Add +319.2% 48,218 $2.1M
MinichMacGregor Wealth Management, LLC 0.31% New 45,158 $2.0M
PW Nova Financial Services LLC 0.43% Reduce -0.7% 44,726 $2.0M
Franklin Street Advisors Inc. 0.11% Reduce -1.8% 44,702 $2.0M
Everstar Asset Management, LLC 0.98% Reduce -2.3% 44,592 $2.0M
Spinnaker Investment Group, LLC 0.32% Add +22.4% 44,280 $2.0M
CoreCap Advisors, LLC 0.06% Reduce -77.2% 44,200 $2.0M
Crews Bank & Trust 0.26% Reduce -1.9% 43,960 $2.0M
Johnson Investment Counsel Inc. 0.01% Reduce -0.1% 43,914 $2.0M
Venture Visionary Partners LLC 0.06% Add +5.5% 43,663 $2.0M
Intrepid Financial Planning Group LLC 0.67% Reduce -0.7% 43,612 $2.0M
Lane Brothers & Co. Inc. 1.29% Add +0.2% 43,533 $2.0M
Cranbrook Wealth Management, LLC 0.37% Reduce -1.3% 43,383 $2.0M
Hollencrest Capital Management 0.13% Add +0.0% 43,161 $2.0M
Deltec Asset Management LLC 0.29% Add +95.5% 43,000 $1.9M
Chilton Investment Co. Inc. 0.05% No change 43,000 $1.9M
Transamerica Financial Advisors, LLC 0.16% Reduce -16.8% 42,208 $1.9M
NCM Capital Management, LLC 0.59% Reduce -1.2% 41,945 $1.9M
Cresset Asset Management, LLC 0.01% Add +0.6% 41,855 $1.9M
M1 Capital Management LLC 0.70% Add +0.3% 41,753 $1.9M
Parallel Advisors, LLC 0.03% Add +7.1% 41,564 $1.9M
Geneos Wealth Management Inc. 0.04% Reduce -52.4% 41,350 $1.9M
Sava Infond d.o.o. 0.13% Add +0.5% 41,300 $1.9M
Summit Wealth Partners, LLC 0.27% Add +2.1% 41,245 $1.9M
TCP Asset Management, LLC 0.21% Reduce -10.8% 41,159 $1.9M
Laraway Financial Advisors Inc 1.13% Add +0.6% 41,111 $1.9M
Prentice Wealth Management LLC 0.38% Add +13.9% 41,018 $1.9M
Private Trust Co. NA 0.15% Reduce -6.6% 40,769 $1.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -1.0% 39,757 $1.8M
Hilltop Holdings Inc. 0.15% Add +2.9% 40,349 $1.8M
Premier Path Wealth Partners, LLC 0.21% Reduce -5.0% 40,125 $1.8M
Atlas Capital Advisors Inc. 0.20% Reduce -14.4% 40,089 $1.8M
Rothschild Wealth LLC 0.14% Add +42.6% 39,956 $1.8M
Level Four Advisory Services, LLC 0.05% Reduce -1.2% 39,891 $1.8M
HB Wealth Management, LLC 0.01% Add +34.3% 39,810 $1.8M
Certified Advisory Corp 0.14% Reduce -6.6% 39,126 $1.8M
Inscription Capital, LLC 0.16% Reduce -33.8% 38,823 $1.8M
New Wave Wealth Advisors LLC 0.48% Reduce -39.3% 38,760 $1.8M
CX Institutional 0.05% Reduce -88.9% 38,537 $1.7M
FCG Investment Co 0.60% Add +626.2% 38,336 $1.7M
Apella Capital, LLC 0.02% Reduce -3.0% 37,983 $1.7M
Jacobi Capital Management LLC 0.08% Add +5.5% 38,161 $1.7M
Stamos Capital Partners, L.P. 0.26% Reduce -4.9% 38,031 $1.7M
Stratos Wealth Partners, LTD. 0.02% Reduce -2.8% 38,015 $1.7M
Performance Wealth Partners, LLC 0.04% Reduce -6.6% 37,763 $1.7M
Orange Investment Advisors, Inc. 0.21% Reduce -2.0% 37,524 $1.7M
Kovack Advisors, Inc. 0.08% Reduce -8.6% 37,724 $1.7M
Lionsbridge Wealth Management LLC 1.66% Reduce -4.2% 37,300 $1.7M
J. Safra Sarasin Holding AG 0.02% No change 36,759 $1.7M
PeakShares LLC 1.25% Add +3.8% 37,138 $1.7M
Chemung Canal Trust Co. 0.31% Reduce -2.4% 36,908 $1.7M
NewEdge Wealth, LLC 0.02% Add +9.3% 36,760 $1.7M
Y-Intercept (Hong Kong) Ltd 0.03% Add +326.8% 36,428 $1.7M
DV Trading LLC 0.14% Reduce -37.7% 36,132 $1.6M
Freedom Financial Partners LLC 0.53% Reduce -0.3% 35,909 $1.6M
Cladis Investment Advisory, LLC 0.76% Add +4.0% 35,754 $1.6M
Credit Industriel Et Commercial 0.30% Reduce -8.0% 35,704 $1.6M
World Investment Advisors 0.03% Reduce -10.1% 35,272 $1.6M
Xcelsior Advisor Partners LLC 0.21% Add +2.5% 35,565 $1.6M
Kassira Wealth Management LLC 1.29% Add +0.1% 35,467 $1.6M
Capital Investment Counsel, LLC 0.20% Add +156.1% 35,375 $1.6M
Quadrature Capital Ltd 0.01% Reduce -96.1% 35,264 $1.6M
Harbor Investment Advisory, LLC 0.11% Reduce -0.1% 35,232 $1.6M
Pallas Capital Advisors LLC 0.05% Add +1.6% 35,082 $1.6M
City Center Advisors, LLC 1.28% Reduce -10.6% 34,858 $1.6M
Visionary Wealth Advisors 0.06% Add +54.0% 34,825 $1.6M
Providence First Trust Co 0.44% Reduce -23.8% 34,800 $1.6M
Summit Financial Consulting LLC 1.07% Add +18.6% 34,767 $1.6M
Asset Allocation Strategies LLC 0.24% Add +1.4% 34,720 $1.6M
J. Goldman & Co LP 0.06% Add +25.2% 34,681 $1.6M
WP Advisors, LLC 0.38% Reduce -4.9% 34,481 $1.6M
Sharper & Granite LLC 0.48% Add +9.4% 34,129 $1.5M
Everest Financial Group LLC 0.21% Add +2.4% 34,025 $1.5M
Wealthspire Retirement, LLC 0.08% Reduce -1.0% 33,961 $1.5M
Interactive Financial Advisors, Inc. 0.94% Reduce -0.8% 33,878 $1.5M
Clear Creek Financial Management, LLC 0.10% Add +6.0% 33,873 $1.5M
CDM Financial Counseling Services, Inc. 1.32% Add +2.8% 33,703 $1.5M
Stableford Capital II LLC 0.53% Reduce -9.0% 33,671 $1.5M
Evernest Financial Advisors, LLC 0.32% Reduce -2.2% 33,574 $1.5M
Family Investment Center, Inc. 0.25% Add +33.6% 33,555 $1.5M
1ST Source Bank 0.07% Reduce -34.3% 33,355 $1.5M
Global View Capital Management LLC 0.31% Reduce -14.0% 32,944 $1.5M
Insigneo Advisory Services, LLC 0.06% Add +153.0% 32,688 $1.5M
Horizon Family Wealth, Inc. 0.68% Add +3.7% 32,676 $1.5M
Itau Unibanco Holding S.A. 0.03% New 32,600 $1.5M
Integrated Advisors Network LLC 0.07% Reduce -15.4% 32,482 $1.5M
Edgestream Partners, L.P. 0.04% Add +21.4% 32,404 $1.5M
Pine Valley Investments Ltd Liability Co 0.06% Add +2.6% 32,353 $1.5M
Capital Advisors, Ltd. LLC 0.15% Add +2.0% 32,156 $1.5M
Peoples Financial Services Corp. 0.63% Add +0.2% 31,982 $1.5M
Ticino Wealth 0.46% Add +13.6% 31,954 $1.4M
Bullock Wealth Management Group 0.63% Reduce -11.9% 32,298 $1.4M
Samalin Investment Counsel, LLC 0.46% Reduce -2.4% 31,814 $1.4M
Kingswood Wealth Advisors, LLC 0.06% Add +6.8% 31,812 $1.4M
Shum Financial Group, Inc. 0.87% Add +0.4% 31,795 $1.4M
Centurion Wealth Management LLC 0.34% Reduce -23.2% 31,778 $1.4M
Financial & Tax Architects, LLC 0.30% Add +1.8% 31,753 $1.4M
Cabana LLC 10.78% Reduce -4.4% 31,560 $1.4M
Odyssey Capital Advisors, Inc. 1.02% Add +27.4% 31,524 $1.4M
Purus Wealth Management, LLC 0.39% Add +9.6% 31,203 $1.4M
Accel Wealth Management 0.32% Reduce -7.4% 31,053 $1.4M
Patriot Investment Management Group, Inc. 0.08% No change 31,038 $1.4M
Advisor Resource Council 0.47% New 30,926 $1.4M
Wincap Financial LLC 0.75% Add +5.8% 30,833 $1.4M
Essex LLC 0.21% Add +2.0% 30,796 $1.4M
Parsons Capital Management Inc. 0.06% Add +69.5% 30,728 $1.4M
Pinebridge Investments LLC 0.01% Add +0.2% 30,723 $1.4M
J.Safra Asset Management Corp 0.06% Reduce -33.8% 30,548 $1.4M
HBK Sorce Advisory LLC 0.03% Reduce -0.5% 31,689 $1.4M
Wall Capital Group, Inc. 1.13% Add +7.3% 30,487 $1.4M
Elite Wealth Management, Inc. 0.41% Add +79.8% 30,444 $1.4M
Keystone Financial Group 0.08% Reduce -40.8% 30,426 $1.4M
CWA Asset Management Group, LLC 0.04% Reduce -1.8% 30,329 $1.4M
Parkside Investments, LLC 0.15% Reduce -3.2% 30,000 $1.4M
KKM Financial LLC 0.19% Add +15.1% 29,947 $1.4M
Belpointe Asset Management LLC 0.04% Reduce -37.0% 29,769 $1.3M
Lee Danner & Bass Inc. 0.08% Reduce -0.1% 29,525 $1.3M
Logan Stone Capital, LLC 0.28% New 29,488 $1.3M
Crabel Capital Management, LLC 0.97% New 29,409 $1.3M
HBW Advisory Services LLC 0.12% Reduce -4.8% 29,298 $1.3M
Cullen/Frost Bankers, Inc. 0.01% Add +8.8% 29,291 $1.3M
Bluespring Wealth Management, LLC 0.03% Add +67.7% 29,289 $1.3M
Sowell Financial Services LLC 0.04% Add +24.6% 29,270 $1.3M
Bluebird Wealth Management LLC 1.15% Reduce -2.0% 29,235 $1.3M
Transcend Capital Advisors, LLC 0.09% Add +7.2% 29,218 $1.3M
Nvest Financial, LLC 0.42% Reduce -2.8% 29,120 $1.3M
PFG Advisors 0.07% Reduce -90.8% 28,961 $1.3M
Creekside Partners 0.47% No change 28,828 $1.3M
Dorsey & Whitney Trust CO LLC 0.06% Add +5.9% 28,812 $1.3M
Pursuit Wealth Strategies, LLC 1.68% Reduce -1.3% 28,562 $1.3M
Granite Harbor Advisors, Inc. 0.52% Add +1.2% 28,559 $1.3M
St. Nicholas Private Asset Management, Inc. 1.12% No change 28,440 $1.3M
Counterweight Ventures, LLC 0.64% Reduce -1.1% 28,409 $1.3M
Gerber Kawasaki Wealth & Investment Management 0.03% Reduce -2.3% 28,392 $1.3M
Disciplined Investors, L.L.C. 0.64% Add +15.3% 28,310 $1.3M
Fourth Dimension Wealth, LLC 0.41% Reduce -0.4% 28,304 $1.3M
Sepio Capital, LP 0.06% Reduce -3.7% 28,260 $1.3M
Midwest Trust Co 0.01% Reduce -1.4% 28,149 $1.3M
Diversified Enterprises, LLC 0.06% Reduce -5.1% 27,878 $1.3M
WealthShield Partners, LLC 0.19% Reduce -3.0% 27,873 $1.3M
Strategic Blueprint, LLC 0.06% Add +0.6% 27,797 $1.3M
Rehmann Capital Advisory Group 0.06% Reduce -0.1% 28,207 $1.3M
Platform Technology Partners 0.21% Add +0.6% 27,680 $1.3M
SCS Capital Management LLC 0.01% No change 27,623 $1.3M
Private Wealth Group, LLC 0.48% Reduce -1.3% 27,414 $1.2M
Cypress Capital Group 0.12% Add +7.1% 27,410 $1.2M
Fairvoy Private Wealth, LLC 0.25% Add +7.0% 27,284 $1.2M
Quantum Financial Partners LLC 0.63% — 27,158 $1.2M
Keel Point, LLC 0.07% Add +13.9% 27,139 $1.2M
Apollon Financial, LLC 0.15% Add +3.5% 27,129 $1.2M
Resonant Capital Advisors, LLC 0.06% No change 26,930 $1.2M
Sage Capital Management, LLC 0.48% Add +0.4% 26,845 $1.2M
Cary Street Partners Investment Advisory LLC 0.25% Add +2.7% 26,772 $1.2M
Federation des caisses Desjardins du Quebec 0.00% Reduce -37.6% 26,675 $1.2M
Opus Financial Solutions LLC 0.97% Reduce -4.3% 26,415 $1.2M
BBR Partners, LLC 0.06% No change 26,410 $1.2M
Basso Capital Management, L.P. 0.29% Add +1226.3% 26,314 $1.2M
Regions Financial Corp. 0.01% Reduce -1.5% 26,201 $1.2M
Diversify Advisory Services, LLC 0.02% New 25,966 $1.2M
Diversify Wealth Management, LLC 0.02% Reduce -43.1% 25,966 $1.2M
Orrstown Financial Services Inc. 0.18% Reduce -3.6% 26,092 $1.2M
JBR Co Financial Management Inc 0.43% Reduce -6.2% 26,007 $1.2M
Telos Capital Management, Inc. 0.10% Reduce -1.8% 26,004 $1.2M
Nwam LLC 0.06% Add +3.4% 26,000 $1.2M
International Assets Investment Management, LLC 0.07% Reduce -33.5% 26,276 $1.2M
Denver Wealth Management, Inc. 0.33% Reduce -1.9% 25,713 $1.2M
Terra Nova Asset Management LLC 0.71% Add +1.2% 25,615 $1.2M
Advyzon Investment Management, LLC 0.08% Reduce -0.6% 25,598 $1.2M
10Elms LLP 0.52% Add +11.0% 25,533 $1.2M
Centennial Bank 0.37% Reduce -1.8% 25,526 $1.2M
Compass Capital Corp. /Ma/ 0.37% New 26,692 $1.1M
Shulman DeMeo Asset Management LLC 0.21% Reduce -0.5% 25,361 $1.1M
Kintra Wealth, LLC 0.06% Reduce -14.7% 26,012 $1.1M
Visionary Horizons, LLC 0.48% Reduce -66.3% 25,236 $1.1M
Penobscot Wealth Management 0.31% Add +6.2% 25,199 $1.1M
First National Bank of Omaha 0.03% Reduce -2.5% 24,797 $1.1M
Canal Capital Management, LLC 0.14% New 25,128 $1.1M
Betterment LLC 0.00% Add +16.8% 25,035 $1.1M
Alamea Verwaltungs GmbH 0.91% No change 25,000 $1.1M
Bramshill Investments, LLC 0.09% Add +2.0% 25,000 $1.1M
Caption Management, LLC 0.04% Reduce -15.8% 25,000 $1.1M
Stone Summit Wealth LLC 0.29% Add +7.2% 24,995 $1.1M
First Trust Advisors LP 0.00% Add +1.9% 24,909 $1.1M
Marble Wealth, LLC 0.17% New 24,849 $1.1M
Pettyjohn, Wood & White, Inc. 0.16% No change 24,733 $1.1M
Cavalier Investments, LLC 0.41% Reduce -69.0% 24,727 $1.1M
Neuberger Berman Group LLC 0.00% Reduce -1.0% 24,680 $1.1M
CWC Advisors, LLC. 0.50% Reduce -3.4% 24,605 $1.1M
Ssi Investment Management LLC 0.38% No change 24,600 $1.1M
GeoWealth Management, LLC 0.03% Reduce -29.4% 24,350 $1.1M
Novare Capital Management LLC 0.08% Add +4.3% 24,305 $1.1M
Primoris Wealth Advisors, LLC 0.50% Reduce -6.3% 24,256 $1.1M
Marex Group Ltd 0.01% Add +18.2% 24,095 $1.1M
Stonebridge Financial Planning Group, LLC 0.35% Add +3.8% 24,065 $1.1M
Harbor Capital Advisors, Inc. 0.07% Add +0.2% 23,901 $1.1M
Triangle Securities Wealth Management 0.21% Reduce -0.1% 23,766 $1.1M
Afg Fiduciary Services Limited Partnership 0.85% Add +5.1% 23,511 $1.1M
Councilor Wealth, LLC 0.44% Add +0.5% 23,725 $1.1M
Lee Johnson Capital Management, LLC 0.34% Reduce -53.6% 23,717 $1.1M
IKE Capital, LLC 0.56% Reduce -9.8% 23,693 $1.1M
Lanark Financial, Inc. 0.07% Add +8.2% 23,524 $1.1M
Rhodes Investment Advisors Inc. 0.78% Reduce -0.8% 23,495 $1.1M
McAdam, LLC 0.04% Add +10.4% 23,347 $1.1M
Curat Global, LLC 0.86% Add +13.3% 17,957 $1.1M
Fifth Third Wealth Advisors LLC 0.03% Add +21.0% 23,339 $1.1M
Montecito Bank & Trust 0.16% Reduce -3.0% 23,269 $1.1M
Allie Family Office LLC 0.39% Add +2.7% 23,220 $1.1M
Forvis Mazars Wealth Advisors, LLC 0.02% No change 23,215 $1.1M
Harrell Investment Partners, LLC 0.23% Reduce -1.7% 23,170 $1.1M
Signal Advisors Wealth, LLC 0.05% Add +40.3% 23,084 $1.0M
Meridian Financial Advisors, LLC 0.50% Reduce -3.1% 23,076 $1.0M
Bright Futures Wealth Management, LLC. 0.68% Reduce -13.2% 23,058 $1.0M
Realta Investment Advisors 0.32% Reduce -28.3% 23,016 $1.0M
Trust Co 0.09% Reduce -6.5% 22,968 $1.0M
CRA Financial Services, LLC 0.12% No change 22,957 $1.0M
Mirador Capital Partners LP 0.13% Add +1.3% 22,957 $1.0M
Argyle Capital Partners, LLC 0.65% Add +16.6% 22,868 $1.0M
Allred Capital Management, LLC 0.34% Reduce -0.1% 22,771 $1.0M
OneAscent Financial Services LLC 0.05% Reduce -7.8% 22,516 $1.0M
Wesbanco Bank Inc. 0.03% No change 22,514 $1.0M
Chesapeake Wealth Management 0.29% Reduce -0.3% 22,431 $1.0M
Chicago Partners Investment Group LLC 0.02% Reduce -5.9% 22,010 $1.0M
Sovereign Financial Group, Inc. 0.16% Reduce -10.2% 22,414 $1.0M
Finward Bancorp 0.77% New 22,411 $1.0M
Daymark Wealth Partners, LLC 0.02% Add +49.8% 22,395 $1.0M
Narwhal Capital Management 0.07% No change 22,360 $1.0M
Cushing Capital Partners, LLC 0.70% Add +15.0% 22,304 $1.0M
PCG Asset Management, LLC 0.72% Reduce -2.0% 22,279 $1.0M
Baron Financial Group, LLC 0.48% Add +49.3% 22,212 $1.0M
American Alpha Advisors, LLC 0.59% Add +4.1% 22,126 $1.0M
Jackson, Grant Investment Advisers, Inc. 0.31% Reduce -0.5% 22,118 $1.0M
Allied Private Wealth LLC 0.64% — 21,987 $997K
Arkfeld Wealth Strategies, L.L.C. 0.30% Reduce -1.5% 22,011 $997K
Claro Advisors Inc. 0.10% Add +4.3% 21,838 $990K
Wealth Enhancement Trust Services, Inc. 0.11% Add +53.1% 21,615 $980K
Abbot Financial Management, Inc. 0.36% No change 21,550 $977K
Markin Asset Management, LP 0.83% Add +14.3% 21,470 $973K
PSI Advisors, LLC 0.23% Reduce -0.7% 21,431 $972K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -96.8% 21,505 $970K
Exit Wealth Advisors, LLC. 0.44% Add +23.2% 21,320 $967K
ATX Financial Planning, LLC 0.64% Reduce -35.4% 21,234 $963K
Donaldson Capital Management, LLC 0.03% Add +93.0% 21,212 $962K
Turn8 Private Wealth Inc. 0.64% Reduce -36.1% 21,136 $958K
Ensign Peak Advisors, Inc 0.00% Reduce -26.9% 21,071 $955K
Nations Financial Group Inc, /Ia/ 0.05% Add +5.8% 21,061 $955K
Stock Yards Bank & Trust Co. 0.03% Add +6.7% 20,863 $946K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.28% Add +26.8% 20,800 $943K
O'ROURKE & COMPANY, Inc 0.33% Reduce -1.2% 20,788 $943K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Reduce -1.7% 20,780 $942K
Fulton Bank, N.A. 0.03% Add +16.2% 20,763 $941K
Sanchez Gaunt Capital Management, LLC 0.52% Reduce -2.8% 20,723 $940K
Rothschild Investment LLC 0.04% Add +2.0% 20,708 $939K
Lynx Investment Advisory 0.31% Add +0.5% 20,704 $939K
Rock Point Advisors, LLC 0.23% Reduce -2.7% 20,603 $934K
E&G Advisors, LLC 0.18% Add +3.8% 20,599 $934K
Powell Investment Advisors, LLC 0.29% No change 20,430 $926K
Monetary Management Group Inc. 0.19% Reduce -0.5% 20,304 $921K
Fortis Group Advisors, LLC 0.15% Reduce -67.9% 20,284 $920K
Texas Yale Capital Corp. 0.02% No change 20,150 $914K
Silverlake Wealth Management LLC 0.17% Reduce -2.2% 20,080 $910K
Verdence Capital Advisors LLC 0.05% Add +64.2% 19,986 $906K
Boltwood Capital Management 0.21% Reduce -7.5% 19,928 $904K
McGlone Suttner Wealth Management, Inc. 0.11% Add +0.0% 19,904 $902K
Arrowroot Family Office, LLC 0.26% Add +273.8% 19,807 $898K
Brevan Howard Capital Management LP 0.01% Reduce -98.7% 19,770 $896K
Bfsg, LLC 0.08% Reduce -1.5% 19,742 $895K
David J Yvars Group 0.44% Add +0.2% 19,508 $893K
Garden State Investment Advisory Services LLC 0.17% Add +251.4% 19,669 $892K
AmeriServ Wealth Advisors 0.59% Reduce -20.5% 19,622 $890K
LightSquare Wealth Management, LLC 0.61% Reduce -6.5% 19,614 $889K
CMG Global Holdings, LLC 0.37% Add +1.1% 19,369 $878K
First Horizon Corp. 0.03% Reduce -13.1% 19,263 $873K
Summit Securities Group LLC 0.17% New 19,223 $872K
Destiny Capital Corp 0.40% No change 19,170 $869K
Tradition Wealth Management, LLC 0.05% Reduce -3.8% 19,159 $869K
South Shore Capital Advisors 0.58% Reduce -3.4% 19,003 $862K
Stolper Co 0.22% Reduce -27.7% 18,962 $860K
Dumont & Blake Investment Advisors LLC 0.19% Add +3.5% 18,959 $860K
Salem Investment Counselors Inc. 0.02% Reduce -0.2% 18,927 $858K
Tocqueville Asset Management L.P. 0.01% Reduce -14.1% 18,918 $858K
M3 Advisory Group, LLC 0.44% Add +5.9% 18,829 $854K
Ashton Thomas Securities, LLC 0.13% Reduce -0.5% 18,739 $850K
Koshinski Asset Management, Inc. 0.05% Reduce -6.5% 18,733 $849K
John Boyer, Inc. 0.73% Add +0.6% 18,613 $844K
Cooksen Wealth, LLC 0.53% Reduce -2.9% 18,609 $844K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.10% No change 18,601 $843K
Signature Estate & Investment Advisors LLC 0.02% Reduce -98.0% 18,517 $840K
Surience Private Wealth LLC 0.73% Add +65.8% 18,285 $829K
AdvisorNet Financial, Inc 0.04% Reduce -44.9% 18,258 $828K
Mesirow Financial Investment Management, Inc. 0.01% Add +3.1% 18,234 $827K
R2 Capital Strategies, LLC 0.37% — 18,219 $826K
Tyche Wealth Partners LLC 0.12% Add +7.9% 18,100 $821K
Continuum Advisory, LLC 0.07% Reduce -0.6% 18,078 $820K
Cornerstone National Bank & Trust Co 0.27% Reduce -1.4% 18,117 $811K
White Pine Capital LLC 0.19% No change 17,844 $809K
Moulton Wealth Management, Inc. 0.53% New 17,979 $806K
Horizon Financial Services, LLC 0.31% Reduce -44.3% 17,768 $806K
Cliftonlarsonallen Wealth Advisors, LLC 0.01% Add +5.9% 17,760 $805K
Capital Analysts, LLC 0.02% Reduce -2.6% 17,729 $804K
Objective Capital Management, LLC 0.71% Add +0.1% 17,651 $800K
Audent Global Asset Management, LLC 0.89% Reduce -22.1% 17,600 $798K
Avestar Capital, LLC 0.05% New 17,599 $798K
Tandem Wealth Advisors LLC 0.32% Add +6.8% 17,567 $796K
Matthew Goff Investment Advisor, LLC 0.13% Add +0.1% 17,519 $794K
Richards, Merrill & Peterson, Inc. 0.25% Add +39.4% 17,500 $793K
Westover Capital Advisors, LLC 0.13% Add +32.6% 17,500 $793K
Brookwood Investment Group LLC 0.09% Add +157.2% 17,496 $793K
HSBC Holdings PLC 0.00% Reduce -23.4% 17,367 $792K
Smith Thornton Advisors LLC 0.35% No change 17,196 $786K
Nomura Asset Management Co. Ltd. 0.00% No change 17,318 $785K
Independence Wealth Advisors, LLC 0.39% Add +1.3% 17,308 $785K
Walleye Capital LLC 0.00% Add +1323.9% 17,243 $782K
Circle Wealth Management, LLC 0.01% Reduce -17.7% 17,237 $782K
MWA Asset Management 0.35% Reduce -0.1% 17,178 $779K
Personal Cfo Solutions, LLC 0.11% Reduce -0.6% 17,151 $778K
MontVue Capital Management, Inc. 0.45% Add +0.3% 17,100 $775K
Simon Quick Advisors, LLC 0.03% Reduce -6.2% 17,085 $775K
Fortem Financial Group, LLC 0.16% Reduce -3.7% 17,040 $773K
SageGuard Financial Group, LLC 0.11% Reduce -8.4% 17,032 $772K
John G Ullman & Associates Inc. 0.09% Reduce -6.2% 16,992 $770K
Acorns Advisers, LLC 0.01% Add +20.7% 16,896 $766K
Nvwm, LLC 0.15% Add +0.1% 16,872 $765K
Narus Financial Partners, LLC 0.19% Reduce -4.9% 16,631 $754K
Sovran Advisors, LLC 0.06% Add +4.5% 16,513 $752K
Burford Brothers, Inc. 0.28% Reduce -1.1% 16,578 $752K
SIH Partners, LLLP 0.03% New 16,578 $752K
White Pine Investment CO 0.16% Add +10.3% 16,501 $748K
Patton Albertson Miller Group, LLC 0.07% No change 16,439 $745K
John A. Wolfe & Associates, Inc. 1.03% Reduce -2.5% 16,426 $745K
Ameritas Investment Partners, Inc. 0.02% Add +17.5% 16,401 $744K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -36.9% 16,375 $742K
Mosaic Family Wealth Partners, LLC 0.05% No change 16,370 $742K
Asset Management One Co., Ltd. 0.00% Reduce -13.8% 16,329 $740K
Mount Lucas Management LP 0.26% Reduce -1.7% 16,257 $737K
Signet Private Wealth LLC 0.59% Add +0.0% 16,243 $736K
Moneco Advisors, LLC 0.04% Add +2.3% 16,184 $734K
Fiduciary Alliance LLC 0.05% Reduce -5.2% 16,097 $730K
Fortune Financial Group, Inc. 0.57% Add +3.9% 16,066 $728K
SBI Securities Co., Ltd. 0.02% Add +42.0% 15,981 $725K
Compagnie Lombard Odier SCmA 0.01% Reduce -4.3% 15,979 $724K
Smith, Moore & Co. 0.05% Add +0.7% 15,947 $723K
Institute for Wealth Management, LLC. 0.06% Add +33.1% 15,886 $720K
Franklin Resources Inc. 0.00% Reduce -1.1% 15,855 $719K
Strait & Sound Wealth Management LLC 0.25% Add +1.3% 15,823 $717K
Eldridge Investment Advisors, Inc. 0.14% Reduce -11.2% 15,800 $716K
Wakefield Asset Management LLLP 0.16% Add +3.7% 15,797 $716K
Dearborn Partners LLC 0.04% Add +2.5% 15,780 $715K
Dynamic Wealth Strategies, LLC 0.38% Add +29.3% 15,767 $715K
Natixis Advisors, LLC 0.00% New 15,726 $713K
Rwa Wealth Partners, LLC 0.01% Reduce -2.7% 15,621 $708K
Manchester Capital Management LLC 0.09% No change 15,590 $707K
Legacy Capital Wealth Partners, LLC 0.13% Add +17.1% 15,508 $703K
V2 Financial group LLC 0.26% Add +1.6% 15,482 $702K
FWL Investment Management, LLC 0.13% Add +3.2% 15,444 $700K
Solutions 4 Wealth, Ltd 0.90% Reduce -15.7% 15,366 $697K
Maripau Wealth Management LLC 0.25% Add +38.2% 15,362 $696K
One Capital Management, LLC 0.02% No change 15,049 $691K
Moneta Group Investment Advisors LLC 0.01% Add +13.2% 15,197 $689K
Rinkey Investments 0.16% Reduce -7.5% 14,975 $679K
Patten Group, Inc. 0.10% Add +7.9% 14,889 $675K
High Point Wealth Management, LLC 0.56% Add +0.5% 14,766 $669K
WealthTrust Axiom LLC 0.15% No change 14,717 $667K
Summit Trail Advisors, LLC 0.01% Reduce -0.0% 14,672 $665K
Venturi Wealth Management, LLC 0.03% Reduce -70.8% 14,633 $663K
RIA Advisory Group LLC 0.15% Add +27.7% 14,532 $659K
Adapt Wealth Advisors, LLC 0.21% Reduce -11.3% 14,352 $651K
Calton & Associates, Inc. 0.10% Reduce -34.4% 14,304 $649K
National Bank of Canada 0.00% Reduce -81.2% 14,619 $649K
NovaPoint Capital, LLC 0.13% Add +1.1% 14,263 $647K
Stratos Wealth Advisors, LLC 0.04% Add +68.7% 14,210 $644K
Sageworth Trust Co 0.03% No change 14,200 $644K
Clear Street Group Inc. 0.00% New 14,161 $642K
Madden Advisory Services, Inc. 0.23% Reduce -3.4% 14,106 $640K
Vigilare Wealth Management 0.20% Reduce -15.7% 14,077 $638K
Fisher Asset Management 0.00% Reduce -38.2% 14,048 $637K
Oakworth Capital, Inc. 0.03% No change 13,974 $633K
TrueWealth Advisors, LLC 0.14% Add +1.6% 13,918 $631K
Verus Capital Partners, LLC 0.03% Reduce -1.8% 13,892 $630K
Hyundai Investments Co., Ltd. 0.68% Add +81.3% 13,677 $629K
Tranquility Partners, LLC 0.22% Reduce -10.8% 13,815 $626K
Spreng Capital Management, Inc. 0.23% Add +0.1% 13,761 $624K
Johnson Financial Group, Inc. 0.02% Reduce -1.3% 13,748 $623K
Roan Capital Partners 0.51% Add +0.4% 13,689 $621K
Paradigm, Strategies in Wealth Management, LLC 0.38% Add +0.1% 13,685 $620K
TFO Wealth Partners, LLC 0.07% New 13,616 $617K
Iams Wealth Management, LLC 0.19% Add +22.6% 13,590 $616K
Windsor Capital Management, LLC 0.16% Reduce -0.8% 13,541 $614K
Bailard, Inc. 0.01% No change 13,468 $611K
Stronghold Wealth Management L.L.C. 0.81% Reduce -0.3% 13,426 $609K
Peoples Bank 0.59% Add +0.8% 13,425 $609K
Mathes Company, Inc. 0.19% No change 13,400 $608K
FLP Wealth Management, LLC 1.08% Add +2.0% 13,343 $605K
Fort Sheridan Advisors LLC 0.07% No change 13,337 $605K
Ibex Wealth Advisors 0.05% Add +148.9% 13,323 $604K
Prudent Investors Network, Inc. 0.12% Reduce -47.1% 13,311 $604K
S&A Financial Services, Inc. 0.37% Add +2.5% 13,274 $602K
Aptus Capital Advisors, LLC 0.00% Reduce -0.5% 13,257 $601K
Birchcreek Wealth Management, LLC 0.23% Add +13.9% 13,244 $600K
Tucker Asset Management LLC 0.15% Reduce -88.6% 13,236 $600K
Evanson Financial, LLC 0.03% — 13,226 $600K
Constitution Capital LLC 0.31% Add +0.9% 13,219 $599K
Investment House LLC 0.03% Reduce -35.9% 13,200 $598K
Fulcrum Equity Management 0.48% Reduce -25.1% 13,198 $598K
Lumbard & Kellner, LLC 0.18% Add +0.3% 13,152 $596K
Planning Directions Inc. 0.28% Add +1.7% 13,130 $595K
Colony Family Offices, LLC 0.13% No change 13,100 $594K
Empower Advisory Group, LLC 0.00% Add +6.7% 12,905 $585K
Comprehensive Financial Planning, Inc. 0.31% Add +12.6% 12,855 $583K
Onyx Bridge Wealth Group LLC 0.05% Reduce -95.1% 12,843 $582K
Pinnacle Associates Ltd. 0.01% Add +7.5% 12,821 $581K
Collaborative Wealth Managment Inc. 0.24% Reduce -6.0% 12,796 $580K
Chemistry Wealth Management LLC 0.09% No change 12,789 $580K
Provident Co of the Employees of the Hebrew University LTD 0.44% No change 12,767 $579K
United Asset Strategies, Inc. 0.04% Reduce -3.7% 12,721 $577K
Cherry Tree Wealth Management, LLC 0.11% No change 12,618 $572K
Noesis Capital Mangement Corp. 0.07% Reduce -14.4% 12,524 $568K
Keebeck Wealth Management 0.06% No change 12,492 $566K
JM2 Capital Inc. 0.39% Reduce -0.3% 12,403 $562K
ARS Investment Partners, LLC 0.02% Add +4.0% 12,370 $561K
Altfest L J & Co. Inc. 0.05% Reduce -9.8% 12,318 $558K
Vanguard Capital Wealth Advisors 0.38% New 12,300 $558K
Verition Fund Management LLC 0.00% Reduce -85.3% 12,268 $556K
Cutler Investment Counsel LLC 0.05% No change 12,238 $555K
Okabena Investment Services Inc. 0.10% Add +2.3% 12,173 $552K
Cornerstone Wealth Management, LLC 0.02% Add +43.1% 12,145 $551K
Bank of Marin 0.38% No change 12,124 $550K
Bryn Mawr Trust Advisors, LLC 0.02% Add +1.9% 12,107 $549K
BCS Wealth Management 0.10% New 12,036 $546K
Whittier Trust Co. 0.01% Add +206.9% 12,044 $546K
Nalls Sherbakoff Group, LLC 0.39% Reduce -21.9% 12,005 $544K
J2 Capital Management Inc 0.37% Reduce -0.2% 12,000 $544K
Stelac Advisory Services LLC 0.10% Reduce -4.7% 11,986 $543K
Collaborative Fund Advisors, LLC 0.32% Reduce -49.2% 11,934 $541K
PUREfi Wealth, LLC 0.30% Add +26.6% 11,900 $540K
Marin Bay Wealth Advisors, LLC 0.29% Add +0.1% 11,854 $538K
Adkins Seale Capital Management LLC 0.48% No change 11,800 $535K
Taylor & Morgan Wealth Management, LLC 0.26% Add +0.6% 11,759 $533K
Dana Investment Advisors, Inc. 0.01% Reduce -0.8% 11,744 $532K
Axis Wealth Partners, LLC 0.26% Reduce -0.7% 11,722 $531K
Berkshire Money Management, Inc. 0.05% Reduce -27.0% 11,663 $529K
LexAurum Advisors, LLC 0.06% Add +4.0% 11,644 $528K
Thoroughbred Financial Services, LLC 0.03% New 11,628 $527K
Kessler Investment Group, LLC 0.22% Add +28.5% 11,613 $527K
Navis Wealth Advisors, LLC 0.20% No change 11,548 $524K
OakTrust Wealth Advisors, LLC 0.45% Add +0.2% 11,530 $523K
Lake Street Private Wealth, LLC 0.06% Add +62.5% 11,504 $522K
Strategic Advisors LLC 0.11% Reduce -4.3% 11,485 $521K
CAP Partners, LLC 0.25% Reduce -7.3% 11,482 $521K
Retirement Planning Co of New England, Inc. 0.19% Add +1.1% 11,482 $521K
Axim Planning & Wealth 0.74% Reduce -5.5% 11,481 $521K
Teamwork Financial Advisors, LLC 0.05% Add +10.4% 11,402 $517K
Ritholtz Wealth Management 0.01% Add +39.9% 11,371 $516K
Capital Management Associates, Inc 0.10% Add +0.4% 11,329 $514K
GFS Advisors, LLC 0.05% New 2,640 $512K
Safe Harbor Fiduciary, LLC 0.40% New 11,257 $510K
Thomasville National Bank 0.03% — 11,128 $505K
Pittenger & Anderson Inc. 0.02% Add +17.9% 11,060 $501K
MCF Advisors LLC 0.02% Add +0.5% 11,022 $500K
Valeo Financial Advisors, LLC 0.01% Add +0.8% 11,008 $499K
First National Trust Co 0.02% Add +10.7% 10,977 $498K
Cypress Wealth Services, LLC 0.06% Reduce -1.1% 10,825 $491K
Maven Securities LTD 0.03% Reduce -95.7% 10,805 $490K
Strategic Financial Concepts, LLC 0.15% Reduce -15.4% 10,808 $490K
4WEALTH Advisors, Inc. 0.38% Reduce -7.3% 10,641 $490K
Financial Engines Advisors L.L.C. 0.00% Add +56.9% 10,760 $488K
Reliant Investment Partners, LLC 0.33% Reduce -5.7% 10,759 $488K
ABLE Financial Group, LLC 0.08% No change 10,756 $488K
Schmidt P J Investment Management Inc. 0.08% Add +9.8% 10,750 $487K
First Manhattan Co. Llc. 0.00% Reduce -0.3% 10,710 $486K
GC Wealth Management RIA, LLC 0.03% New 10,690 $485K
TigerOak Management, L.L.C. 0.14% Add +61.7% 10,671 $484K
Cascades Capital Asset Management, LLC 0.18% Reduce -1.8% 10,606 $481K
Arrow Financial Corp 0.04% Reduce -18.7% 10,531 $477K
Hickory Point Bank & Trust 0.29% Reduce -0.6% 10,488 $476K
Brighton Jones LLC 0.01% Reduce -4.8% 10,476 $475K
Barry Investment Advisors, LLC 0.10% Reduce -4.0% 10,472 $475K
Argent Trust Co 0.01% Reduce -0.8% 10,471 $475K
KG Capital Management 0.28% Add +2.2% 10,451 $474K
Pinnacle Family Advisors, LLC 0.20% Add +24.1% 10,416 $472K
BLB&B Advisors, LLC 0.02% No change 10,375 $470K
Hazlett, Burt & Watson, Inc. 0.12% Add +0.0% 10,333 $470K
Spinnaker Trust 0.02% No change 10,358 $470K
Lodestone Wealth Management LLC 0.17% Add +10.7% 10,340 $469K
Main Street Financial Solutions, LLC 0.03% Reduce -36.1% 10,303 $467K
Phillips Wealth Planners LLC 0.34% Add +16.4% 10,134 $463K
Discipline Wealth Solutions, LLC 0.04% Add +7.4% 10,212 $463K
Advisors Capital Management, LLC 0.01% New 10,207 $463K
Petra Financial Advisors Inc. 0.21% No change 10,180 $462K
Hennion & Walsh Asset Management, Inc. 0.01% No change 10,124 $459K
Diversified Management Inc. 0.10% No change 10,080 $457K
Highline Wealth Partners LLC 0.09% Add +2.9% 10,071 $457K
Compound Planning, Inc. 0.01% Reduce -7.0% 10,070 $457K
IMC-Chicago, LLC 0.00% New 10,035 $455K
Drive Wealth Management, LLC 0.08% New 10,008 $454K
Point72 Asset Management 0.00% No change 10,000 $453K
Glen Eagle Advisors, LLC 0.06% Add +18.1% 9,977 $452K
Clearstead Advisors, LLC 0.00% Add +8.4% 9,929 $450K
Thrive Capital Management, LLC 0.08% Reduce -3.9% 9,859 $447K
Clientfirst Wealth Management, LLC 0.37% No change 9,848 $447K
Camelot Technology Advisors, Inc. 0.30% Reduce -47.4% 9,844 $446K
Eclectic Associates Inc. 0.05% Reduce -2.6% 9,834 $446K
Focus Partners Advisor Solutions, LLC 0.00% Add +29.0% 9,775 $443K
Wedmont Private Capital 0.01% Add +0.1% 9,635 $438K
Kercheville Advisors, LLC 0.13% No change 9,600 $435K
Resurgent Financial Advisors LLC 0.12% Add +5.6% 9,591 $435K
Agate Pass Investment Management, LLC 0.16% Reduce -5.3% 9,582 $434K
Sequent Asset Management, LLC 0.18% No change 9,578 $434K
Diligent Investors, LLC 0.10% Add +5.5% 9,571 $434K
Maple Capital Management, Inc. 0.03% Reduce -9.7% 9,546 $433K
Soltis Investment Advisors LLC 0.02% Add +21.9% 9,520 $432K
Mitchell McLeod Pugh & Williams Inc. 0.05% Add +0.0% 9,498 $431K
JFS Wealth Advisors, LLC 0.02% Add +0.0% 9,480 $430K
Fiduciary Trust Co 0.00% Reduce -3.1% 9,392 $426K
AssuredPartners Investment Advisors, LLC 0.04% Add +20.5% 9,357 $424K
Myecfo, LLC 0.16% No change 9,280 $421K
APS Management Group, Inc. 0.32% Reduce -0.2% 9,235 $419K
Guardian Asset Advisors, LLC 0.19% New 9,218 $418K
Plimoth Trust Co. LLC 0.08% Add +4.4% 9,212 $418K
Clifford Swan Investment Counsel LLC 0.01% Add +1.6% 9,180 $416K
Entelevest, LLC 0.36% Add +6.7% 9,151 $415K
MBA Advisors LLC 0.14% Add +25.4% 9,118 $413K
American Trust 0.03% Reduce -1.9% 9,054 $410K
COFG Advisors, LLC 0.07% Add +72.7% 9,035 $410K
Grey Ledge Advisors, LLC 0.08% Add +0.2% 9,029 $409K
Murphy & Mullick Capital Management Corp 0.25% Add +3.6% 9,026 $409K
OpenArc Corporate Advisory, LLC 0.00% Add +1.6% 8,985 $407K
Purpose Unlimited Inc. 0.02% Add +941.2% 8,944 $406K
VestGen Advisors, LLC 0.01% Reduce -0.1% 8,941 $405K
Thompson David Blair 0.20% Reduce -0.7% 8,858 $402K
FLC Capital Advisors 0.07% Reduce -0.9% 8,850 $401K
PMG Wealth Management, Inc. 0.25% No change 8,800 $399K
Sound Income Strategies, LLC 0.02% Reduce -41.5% 8,782 $398K
Benchmark Financial Wealth Advisors, LLC 0.10% Add +0.6% 8,777 $398K
GK Wealth Management LLC 0.24% New 8,744 $396K
Per Stirling Capital Management, LLC. 0.04% Reduce -77.2% 8,713 $395K
Triad Wealth Partners, LLC 0.02% Reduce -6.5% 8,883 $394K
Milestone Asset Management, LLC 0.06% Add +6.0% 8,630 $391K
Warner Group LLC 0.10% New 8,624 $391K
Heritage Wealth Advisors 0.01% Add +2.6% 8,623 $391K
University of Texas/Texas Am Investment Management Co. 0.05% Reduce -5.5% 8,607 $390K
Iron Gate Global Advisors LLC 0.04% Reduce -7.2% 8,603 $390K
Savvy Advisors, Inc. 0.01% Reduce -17.9% 8,601 $390K
Successful Portfolios LLC 0.18% No change 8,598 $390K
Connecticut Wealth Management, LLC 0.01% Reduce -6.5% 8,598 $390K
Indivisible Partners 0.02% Add +18.8% 8,592 $390K
Sequent Planning LLC 0.08% Add +8.7% 8,523 $386K
Hobbs Group Advisors, LLC 0.10% Add +0.2% 8,519 $386K
Tepp RIA, LLC 0.26% Add +32.5% 8,508 $386K
Vident Advisory, LLC 0.00% Add +0.6% 8,505 $386K
Juno Financial Group LLC 0.14% Add +0.5% 8,501 $385K
Capstone Investment Advisors, LLC 0.00% Reduce -45.8% 8,497 $385K
Cornerstone Advisory, LLC 0.03% Reduce -6.5% 8,464 $384K
Vilga Financial Planning LLC 0.29% Add +1.9% 8,450 $383K
Tolleson Wealth Management, Inc. 0.05% No change 8,426 $382K
Whittier Trust Co. of Nevada Inc. 0.01% No change 8,276 $378K
Avaii Wealth Management, LLC 0.11% Reduce -38.6% 8,331 $378K
Contravisory Investment Management, Inc. 0.07% Reduce -9.8% 8,319 $377K
James Investment Research, Inc. 0.04% No change 8,308 $377K
National Philanthropic Trust 0.01% New 8,269 $375K
Christensen, King & Associates Investment Services, Inc. 0.15% No change 8,236 $373K
Churchill Financial Advisors, LLC 0.07% Add +37.3% 8,235 $373K
Allspring Global Investments Holdings, LLC 0.00% Add +108.7% 8,214 $372K
Joel Isaacson & Co., LLC 0.01% Reduce -6.3% 8,195 $372K
Kanawha Capital Management LLC 0.02% No change 8,188 $371K
Mascagni Wealth Management, Inc. 0.23% Reduce -7.2% 8,187 $371K
Bangor Savings Bank 0.03% Add +9.7% 8,145 $369K
GWN Securities Inc. 0.06% Reduce -0.9% 8,069 $366K
Kirtland Hills Capital Management, LLC 0.10% Add +27.2% 8,053 $365K
World Equity Group, Inc. 0.08% Add +0.8% 8,031 $364K
Redhawk Wealth Advisors, Inc. 0.04% Add +0.6% 7,995 $363K
Rockingstone Advisors LLC 0.14% Add +2.3% 7,960 $361K
XY Planning Network, Inc. 0.04% Add +4.5% 7,911 $359K
Retirement Planning Group, LLC 0.01% Reduce -0.9% 7,909 $359K
First Business Financial Services, Inc. 0.03% No change 7,904 $358K
Waterloo Capital, L.P. 0.02% New 7,895 $358K
IMA Advisory Services, Inc. 0.02% New 7,893 $358K
All Terrain Financial Advisors, LLC 0.07% Add +0.1% 7,870 $357K
Mma Asset Management LLC 0.11% Reduce -7.7% 7,824 $355K
Shah Wealth Advisors, LLC 0.08% — 7,803 $354K
Berkshire Asset Management LLC 0.01% No change 7,800 $354K
Strategic Wealth Partners, Ltd. 0.02% Reduce -10.1% 7,799 $354K
NBH Bank 0.15% — 7,797 $354K
YHB Investment Advisors, Inc. 0.02% Add +5.6% 7,764 $352K
Spartan Wealth Advisory Services LLC 0.03% Add +3.1% 7,760 $352K
Romano Brothers and Company 0.04% Add +0.3% 7,750 $351K
Laurel Oak Wealth Management, LLC 0.05% Reduce -24.0% 7,750 $351K
TOP Private Wealth LLC. 0.34% — 7,747 $351K
SMI Advisory Services, LLC 0.06% Reduce -86.9% 7,680 $348K
North Star Investment Management Corp. 0.02% Add +2.6% 7,670 $348K
Balefire, LLC 0.06% Reduce -24.3% 7,666 $348K
Impact Partnership Wealth, LLC 0.03% New 7,659 $347K
One Charles Private Wealth Services, LLC 0.08% Reduce -2.1% 7,646 $347K
Tortuga Wealth Management, Inc 0.26% Add +63.5% 7,631 $346K
VSM Wealth Advisory, LLC 0.09% Add +9.0% 7,608 $345K
Quadrant Private Wealth Management, LLC 0.08% Reduce -19.6% 7,552 $342K
Founders Financial Alliance, LLC 0.05% Reduce -28.5% 7,530 $341K
Flputnam Investment Management Co. 0.00% Reduce -8.0% 7,480 $339K
Burke & Herbert Bank & Trust Co. 0.08% Add +27.7% 7,475 $339K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Reduce -50.5% 7,473 $339K
Haverford Trust Co 0.00% No change 7,454 $338K
Advance Capital Management, Inc. 0.01% No change 7,434 $337K
Magnolia Capital Management Ltd. 0.23% No change 7,440 $337K
Greenleaf Trust 0.00% Reduce -0.3% 7,378 $335K
First Financial Group Corp 0.24% Reduce -0.9% 7,363 $334K
United Advisor Group, LLC 0.04% Reduce -5.2% 7,351 $333K
Howard Financial Services, LTD. 0.03% New 7,346 $333K
NWF Advisory Services Inc. 0.03% Reduce -3.3% 7,318 $332K
ASL Financial, LLC 0.23% Reduce -7.6% 7,288 $330K
Broadleaf Partners, LLC 0.06% No change 7,238 $328K
Mission Financial Group, LLC 0.27% — 7,210 $327K
Measured Risk Portfolios, Inc. 0.29% Reduce -2.5% 7,188 $326K
Kingdom Financial Group LLC. 0.08% Add +0.2% 7,179 $325K
Quadcap Wealth Management, LLC 0.03% Add +6.4% 7,178 $325K
Private Wealth Asset Management, LLC 0.03% No change 7,160 $325K
First United Bank & Trust 0.09% Add +7.5% 7,152 $324K
NTV Asset Management LLC 0.03% Add +2.7% 7,133 $323K
Perennial Investment Advisors, LLC 0.02% Reduce -53.2% 7,119 $323K
Avantax Planning Partners, Inc. 0.01% Reduce -15.6% 7,094 $322K
Demars Financial Group, LLC 0.09% Reduce -3.0% 7,081 $321K
RiverGlades Family Offices LLC 0.15% Add +3.9% 7,080 $321K
Sherry Group, Inc. 0.31% New 6,960 $320K
Kentucky Trust Co 0.15% No change 7,060 $320K
Union Savings Bank 0.13% Reduce -2.1% 7,054 $320K
Prelude Capital Management, LLC 0.02% Reduce -49.3% 7,001 $317K
Banque Pictet & Cie SA 0.00% No change 7,000 $317K
Beaumont Financial Advisors, LLC 0.02% Add +1.4% 6,992 $317K
Arthur M. Cohen & Associates, LLC 0.05% No change 6,976 $316K
LJI Wealth Management, LLC 0.04% Reduce -11.3% 6,950 $315K
Penobscot Investment Management Company, Inc. 0.02% Add +0.4% 6,945 $315K
Northeast Planning Associates, Inc. / NH / 0.23% Reduce -3.3% 6,916 $314K
Acorn Financial Advisory Services Inc. 0.04% Add +0.1% 6,903 $313K
Grantvest Financial Group LLC 0.18% Reduce -7.4% 6,893 $313K
Turning Point Benefit Group, Inc. 0.13% Add +44.7% 6,892 $312K
Black Diamond Financial, LLC 0.03% Add +0.1% 6,873 $312K
Westside Investment Management, Inc. 0.04% Reduce -6.2% 6,836 $310K
Occidental Asset Management, LLC 0.03% Reduce -17.5% 6,831 $310K
Leigh Baldwin & Co., LLC 0.17% Add +12.7% 6,785 $308K
Cozad Asset Management Inc. 0.02% Add +1.3% 6,756 $306K
American Financial Advisors, LLC 0.04% Reduce -2.4% 6,739 $306K
Copia Wealth Management 0.18% Add +3.6% 6,722 $305K
Endeavor Private Wealth, Inc. 0.07% Reduce -1.5% 6,716 $305K
Dimension Capital Management LLC 0.04% Add +41.9% 6,710 $304K
Boston Family Office LLC 0.02% No change 6,705 $304K
Banque Transatlantique SA 0.01% No change 6,696 $304K
Carson Advisory Inc. 0.14% No change 6,678 $303K
Clear Retirement Advice LLC 0.21% No change 6,652 $302K
Smartleaf Asset Management LLC 0.01% No change 6,522 $300K
Godsey & Gibb, Inc. 0.02% No change 6,605 $299K
Mission Wealth Management, LP 0.00% Add +44.2% 6,561 $297K
Beese Fulmer Investment Management, Inc. 0.02% Add +4.5% 6,553 $297K
Goldstein Advisors, LLC 0.03% No change 6,522 $296K
Asset One Wealth Management LLC 0.03% Reduce -6.4% 6,535 $296K
Toews Corp. 0.04% New 6,500 $295K
Nuveen, LLC 0.00% New 6,493 $294K
Schneider Downs Wealth Management Advisors, LP 0.03% No change 6,470 $293K
GAMMA Investing LLC 0.01% Add +4.4% 6,462 $293K
LCNB Corp. 0.09% Add +22.9% 6,450 $292K
Catalyst Investment Management LLC 0.27% New 6,443 $292K
Ally Invest Advisors Inc. 0.02% Add +1.5% 6,408 $291K
Ballast Financial Advisors LLC 0.26% Add +9.1% 6,386 $290K
Innovative Asset Advisors Group, LLC 0.13% Reduce -14.5% 6,362 $288K
Lauer Wealth, LLC 0.20% New 6,286 $287K
Pacifica Partners Inc. 0.09% No change 6,262 $287K
Symphony Financial, Ltd. Co. 0.03% Reduce -0.7% 6,221 $286K
Hopwood Financial Services, Inc. 0.17% Add +1.2% 6,309 $286K
Connecticut Capital Management Group, LLC 0.23% No change 6,260 $284K
Cullen Capital Management, LLC 0.00% New 6,250 $283K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.02% Reduce -1.4% 6,247 $283K
TBH Global Asset Management, LLC 0.05% Reduce -2.3% 6,241 $283K
GreatBanc Trust CO 0.17% Add +28.8% 6,220 $282K
Northstar Financial Companies, Inc. 0.19% Add +17.5% 6,128 $278K
Independent Wealth Advisors LLC 0.25% Add +0.3% 6,125 $278K
Cardiff Park Advisors, LLC 0.02% No change 6,120 $277K
Darden Wealth Group Inc 0.11% Reduce -3.7% 6,100 $277K
Gradient Capital Advisors, LLC 0.06% No change 6,096 $276K
LGL Partners, LLC 0.10% Add +0.6% 6,089 $276K
Keystone Wealth Services, LLC 0.05% Reduce -13.6% 6,084 $276K
Quartz Partners, LLC 0.09% No change 6,083 $276K
Garde Capital, Inc. 0.01% No change 6,074 $275K
Ruggiero Investments, Inc. 0.23% Add +3.8% 6,060 $275K
SkyOak Wealth, LLC 0.04% No change 6,044 $274K
Braun Stacey Associates Inc. 0.01% Reduce -3.4% 6,042 $274K
WNY Asset Management, LLC 0.02% Reduce -98.6% 6,008 $272K
Bartlett & Co. Wealth Management LLC 0.00% No change 6,001 $272K
Nabity-Jensen Investment Management Inc 0.17% No change 6,000 $272K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.02% No change 6,000 $272K
Nilsine Partners, LLC 0.02% Reduce -0.1% 5,994 $272K
Kraft, Davis & Associates, LLC 0.06% No change 5,968 $271K
Capital Square, LLC 0.12% Reduce -3.1% 5,936 $270K
First Citizens Financial Corp 0.11% Add +27.4% 5,908 $268K
Segment Wealth Management, LLC 0.01% Add +7.3% 5,903 $268K
Ergawealth Advisors, Inc. 0.10% Reduce -0.1% 5,900 $267K
Kagan Cocozza Asset Management 0.17% Reduce -4.8% 5,894 $267K
QRG Capital Management, Inc. 0.00% Add +26.5% 5,843 $265K
Palumbo Wealth Management LLC 0.06% Reduce -11.2% 5,818 $264K
Sargent Investment Group, LLC 0.03% New 5,816 $264K
CVFG LLC 0.03% Reduce -0.4% 5,792 $263K
Farmers National Bank 0.05% Reduce -13.4% 5,792 $263K
First Heartland Consultants, Inc. 0.02% Add +0.8% 5,729 $260K
Patron Partners, LLC 0.10% Add +22.8% 5,723 $259K
Redwood Financial Network Corp 0.14% Reduce -7.6% 5,717 $259K
Cura Wealth Advisors, LLC 0.11% New 5,702 $259K
Graybill Wealth Management, LTD. 0.07% Reduce -3.9% 5,702 $259K
Kaizen Financial Strategies 0.10% Reduce -0.3% 5,760 $258K
St. Johns Investment Management Company, LLC 0.10% Reduce -8.3% 5,678 $257K
Independence Bank of Kentucky 0.03% Add +7.2% 5,672 $257K
Westbourne Investments, Inc. 0.10% Reduce -1.7% 5,662 $257K
Roman Butler Fullerton & Co. 0.06% Reduce -3.3% 5,566 $254K
Aspiriant, LLC 0.01% Reduce -12.6% 5,594 $254K
Ferguson Wellman Capital Management, Inc. 0.00% Reduce -9.9% 5,576 $253K
Rathbones Group PLC 0.00% No change 5,556 $252K
Financial Partners Group, Inc 0.03% Reduce -0.3% 5,515 $250K
WFA of San Diego, LLC 0.20% Reduce -10.8% 5,668 $250K
Caldwell Trust Co 0.02% Reduce -2.6% 5,500 $249K
Aries Wealth Management 0.05% No change 5,498 $249K
Pictet North America Advisors SA 0.02% No change 5,492 $249K
VCI Wealth Management LLC 0.06% Add +4.5% 5,456 $247K
Cyndeo Wealth Partners, LLC 0.01% Add +9.4% 5,454 $247K
Composition Wealth, LLC 0.00% Reduce -20.3% 5,444 $247K
Madison Wealth Partners, Inc 0.03% New 5,435 $246K
Southland Equity Partners LLC 0.04% Add +0.7% 5,415 $246K
Post Resch Tallon Group Inc. 0.17% Reduce -5.3% 5,400 $245K
Legacy Capital Group California, Inc. 0.07% Add +19.8% 5,372 $244K
Fortitude Family Office, LLC 0.05% Reduce -15.4% 5,359 $243K
First Citizens Bank & Trust Co. 0.00% Reduce -37.4% 5,319 $241K
Stack Financial Management, Inc 0.02% Add +5.9% 5,311 $241K
Interchange Capital Partners, LLC 0.05% Add +70.3% 5,309 $241K
Guidance Capital, Inc. 0.05% Reduce -37.3% 5,284 $240K
1834 Investment Advisors Co. 0.03% No change 5,286 $240K
CPR Investments Inc. 0.18% New 5,267 $239K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 5,261 $239K
Straight Path Wealth Management 0.06% New 5,234 $237K
Ridgecrest Wealth Partners, LLC 0.11% No change 5,230 $237K
Buck Wealth Strategies, LLC 0.02% New 5,226 $237K
Whitener Capital Management, Inc. 0.05% Add +2.8% 5,224 $237K
WealthPlan Investment Management, LLC 0.01% Reduce -21.1% 5,219 $237K
Bill Few Associates, Inc. 0.05% Reduce -16.2% 5,193 $235K
RiverFront Investment Group, LLC 0.00% Reduce -52.1% 5,165 $234K
New England Private Wealth Advisors LLC 0.02% Add +0.1% 5,056 $234K
Steigerwald, Gordon & Koch Inc. 0.02% No change 5,124 $232K
WESPAC Advisors, LLC 0.11% Reduce -74.0% 5,122 $232K
Cascade Investment Group, Inc. 0.13% Add +5.1% 5,107 $232K
JT Stratford LLC 0.03% Add +0.7% 5,080 $230K
Flagship Wealth Advisors, LLC 0.05% Add +100.0% 5,070 $230K
Ieq Capital, LLC 0.00% Add +9.1% 5,057 $229K
Ifrah Financial Services, Inc. 0.06% Reduce -0.5% 5,048 $229K
Verity & Verity, LLC 0.02% Reduce -32.6% 5,045 $229K
Founders Financial Securities LLC 0.01% Reduce -97.0% 5,019 $228K
Shared Vision Wealth Group LLC 0.08% No change 5,000 $227K
Fiduciary Financial Advisors 0.02% New 4,994 $226K
DT Investment Partners, LLC 0.02% No change 4,992 $226K
Synergy Investment Management, LLC 0.05% Add +12.0% 4,990 $226K
Eagle Strategies LLC 0.02% Add +4.5% 4,985 $226K
Relyea Zuckerberg Hanson LLC 0.02% Add +0.6% 4,979 $226K
First National Bank of Hutchinson 0.12% Add +2.6% 4,977 $226K
Principle Wealth Partners LLC 0.01% Add +3.6% 4,952 $225K
Alan B Lancz & Associates, Inc. 0.20% No change 4,950 $224K
Wealth Dimensions Group, Ltd. 0.04% No change 4,942 $224K
Vontobel Holding Ltd. 0.00% Reduce -67.3% 4,931 $224K
Herold Advisors, Inc. 0.04% No change 4,910 $223K
Bank Hapoalim BM 0.02% New 4,924 $223K
USA Financial Formulas 0.04% — 4,908 $223K
Live Oak Private Wealth LLC 0.03% New 4,883 $221K
LRI Investments, LLC 0.02% No change 4,848 $220K
Wealth Management Associates, Inc. 0.06% New 4,838 $219K
SVB Wealth LLC 0.01% Reduce -9.4% 4,820 $219K
Strategic Advocates LLC 0.85% Reduce -21.3% 4,817 $218K
Caprock Group, LLC 0.00% Reduce -39.8% 4,814 $218K
Resolute Wealth Strategies, LLC 0.08% New 4,808 $218K
F/m Investments LLC 0.01% No change 4,800 $218K
Fulton Breakefield Broenniman LLC 0.01% Add +0.0% 4,798 $218K
Advanced Asset Management Advisors Inc 0.06% Add +0.5% 4,792 $217K
AlphaGrep UK Ltd 0.07% New 4,790 $217K
Invst, LLC 0.02% New 4,784 $217K
Purkiss Capital Advisors LLC 0.08% Reduce -1.4% 4,765 $216K
Revisor Wealth Management LLC 0.05% Add +7.0% 4,754 $216K
Prosperitas Financial LLC 0.07% No change 4,727 $214K
Capstone Wealth Management Group, Inc. 0.13% — 4,720 $214K
Solitude Financial Services 0.06% No change 4,720 $214K
D.B. Root & Company, LLC 0.05% Reduce -31.4% 4,713 $214K
Pacific Sun Financial Corp 0.09% Reduce -6.9% 4,692 $213K
Insight Advisors, LLC/ PA 0.04% Reduce -15.7% 4,690 $213K
Brandywine Oak Private Wealth LLC 0.02% New 4,688 $213K
Avidian Wealth Enterprises, LLC 0.01% Add +0.3% 4,685 $212K
Central Bank & Trust Co. 0.03% Reduce -87.8% 4,682 $212K
Portland Financial Advisors Inc 0.39% No change 4,680 $212K
Silvia McColl Wealth Management, LLC 0.13% No change 4,676 $212K
Register Financial Advisors LLC 0.06% Add +0.4% 4,664 $211K
Sankala Group LLC 0.14% No change 4,800 $211K
Councilmark Asset Management, LLC 0.11% No change 4,660 $211K
Griffin Asset Management, Inc. 0.02% Reduce -17.8% 4,659 $211K
Targeted Financial Services LLC 0.16% No change 4,656 $211K
Panoramic Investment Advisors, LLC 0.10% Add +3.0% 4,627 $210K
Salomon & Ludwin, LLC 0.02% Reduce -0.2% 4,680 $210K
Silver Grove Financial Group, Inc. 0.11% Add +4.5% 4,614 $209K
Perissos Private Wealth Management, LLC 0.14% Reduce -16.6% 4,609 $209K
Intellus Advisors LLC 0.03% Add +4.5% 4,600 $209K
Define Financial, LLC 0.10% Add +0.6% 4,566 $207K
Bluesphere Advisors LLC 0.06% Add +0.4% 4,540 $206K
Blue Chip Partners, LLC 0.01% Reduce -9.3% 4,530 $205K
Bay Capital Advisors, LLC 0.11% No change 4,510 $204K
Helium Advisors LLC 0.17% Add +2.3% 4,509 $204K
Accurate Wealth Management, LLC 0.02% New 4,499 $204K
MKT Advisors LLC 0.06% Reduce -13.6% 4,442 $203K
Key Financial Inc 0.03% No change 4,474 $203K
AF Advisors, Inc. 0.10% No change 4,450 $202K
Philadelphia Trust Co. 0.01% No change 4,440 $201K
Clear Harbor Asset Management, LLC 0.01% No change 4,430 $201K
Chesapeake Asset Management LLC 0.15% No change 5,170 $200K
Balance Wealth Partners LLC 0.05% Reduce -28.9% 4,418 $200K
South Plains Financial, Inc. 0.11% No change 4,392 $199K
Park National Corp. 0.01% Reduce -18.6% 4,354 $197K
Portfolio Resources Advisor Group, Inc. 0.16% Add +11.0% 4,230 $192K
Citizens National Bank Trust Department 0.03% No change 4,200 $190K
FNY Investment Advisers, LLC 0.07% New 4,100 $185K
TD Capital Management LLC 0.02% Add +0.1% 4,062 $184K
EverSource Wealth Advisors, LLC 0.01% Reduce -9.7% 3,993 $181K
Activest Wealth Management 0.03% Reduce -40.9% 3,968 $180K
Ascentis Wealth Management, LLC 0.03% No change 3,886 $176K
Pin Oak Investment Advisors Inc. 0.12% No change 3,870 $175K
Anchor Investment Management, LLC 0.01% No change 3,817 $173K
Bank of New Hampshire 0.04% Add +74.4% 3,802 $172K
Seneschal Advisors, LLC 0.12% Add +5.0% 3,796 $172K
Blue Trust, Inc. 0.00% Reduce -2.2% 3,777 $171K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +31.3% 3,769 $171K
Strive Financial Group ,LLC 0.07% Reduce -55.8% 3,765 $171K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% No change 3,675 $167K
Horizon Bancorp Inc. 0.08% No change 3,610 $164K
SouthState Bank Corp 0.01% Add +12.7% 3,596 $163K
Turtle Creek Wealth Advisors, LLC 0.01% Add +63.5% 3,584 $163K
Highland Investment Advisors LLC 0.07% — 3,588 $163K
Pinnacle Bancorp, Inc. 0.04% Add +210.1% 3,566 $162K
Bollard Group LLC 0.00% Reduce -6.5% 3,539 $160K
Topsail Wealth Management, LLC 0.02% No change 3,470 $157K
Pacific Center for Financial Services 0.03% Reduce -45.4% 3,292 $149K
Angeles Wealth Management, LLC 0.01% Add +166.7% 3,200 $145K
Bokf, NA 0.00% Reduce -5.9% 3,172 $144K
High Note Wealth, LLC 0.02% Reduce -4.4% 3,166 $144K
Sterling Capital Management LLC 0.00% Reduce -0.4% 3,092 $140K
Sherman Asset Management, Inc. 0.11% No change 3,040 $138K
Golden State Wealth Management, LLC 0.01% Add +0.1% 2,897 $131K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 2,894 $131K
Wilmington Savings Fund Society, FSB 0.00% No change 2,876 $130K
Financial Gravity Companies, Inc. 0.02% — 2,865 $130K
Beacon Investment Advisory Services, Inc. 0.00% No change 2,855 $129K
Dunhill Financial, LLC 0.03% No change 2,848 $129K
Medallion Wealth Advisors, LLC 0.04% Reduce -0.1% 2,844 $129K
Oxford Financial Group, LTD. LLC 0.01% No change 2,790 $126K
Operose Advisors LLC 0.02% Reduce -44.6% 2,771 $126K
Rialto Wealth Management, LLC 0.02% Reduce -45.9% 2,767 $125K
Ancora Advisors LLC 0.00% Reduce -48.2% 2,688 $122K
Abound Wealth Management 0.02% Add +0.6% 2,665 $121K
American National Bank & Trust 0.01% No change 2,648 $120K
Y.D. More Investments Ltd 0.00% Add +19.1% 2,616 $118K
Coastline Trust Co 0.01% No change 2,608 $118K
HM Payson & Co. 0.00% No change 2,592 $118K
Bellecapital International Ltd. 0.02% New 2,585 $117K
Macquarie Group Ltd. 0.00% New 2,571 $117K
EPG Wealth Management LLC 0.03% Add +0.6% 2,552 $116K
Blue Bell Private Wealth Management, LLC 0.01% No change 2,550 $116K
Tiaa Trust, National Association 0.01% Reduce -20.6% 2,500 $113K
Chilton Capital Management LLC 0.00% No change 2,486 $113K
Front Row Advisors LLC 0.03% Add +76.0% 2,548 $111K
Estabrook Capital Management 0.02% Add +0.6% 2,447 $111K
Old Second National Bank of Aurora 0.02% Reduce -4.0% 2,406 $109K
Clean Yield Group 0.03% No change 2,400 $109K
First Bancorp, Inc 0.04% New 2,300 $104K
NORTHSTAR ASSET MANAGEMENT Co 0.02% New 2,240 $104K
Townsend Asset Management Corp. /NC/ 0.03% Reduce -43.8% 2,214 $100K
Ares Financial Consulting, LLC 0.07% Add +0.6% 2,213 $100K
Evermay Wealth Management LLC 0.01% No change 2,140 $97K
Keating Financial Advisory Services, Inc. 0.01% Reduce -3.6% 2,102 $95K
Covestor Ltd 0.05% Add +14.9% 2,069 $94K
City State Bank 0.02% Add +2.5% 2,060 $93K
Zions Bancorporation, National Association 0.01% Add +96.2% 2,040 $92K
Stone House Investment Management, LLC 0.01% No change 2,040 $92K
Horizon Investments, LLC 0.00% Reduce -98.9% 2,033 $92K
Country Trust Bank 0.00% Add +4.7% 2,010 $91K
Brentview Investment Management LLC 0.04% No change 2,000 $91K
Morse Asset Management, Inc 0.02% No change 2,000 $91K
Proffitt & Goodson Inc. 0.01% Reduce -95.2% 1,954 $89K
Intesa Sanpaolo Wealth Management 0.02% Add +0.0% 1,931 $88K
Physician Wealth Advisors, Inc. 0.01% No change 1,931 $88K
Bogart Wealth, LLC 0.00% Add +53.2% 1,900 $86K
Security National Bank 0.01% No change 1,888 $86K
Armor Investment Advisors, LLC 0.03% No change 1,870 $85K
Trust Co. of Vermont 0.00% — 1,847 $84K
Riverview Trust Co 0.10% No change 1,800 $82K
Harbor Asset Planning, Inc. 0.06% Add +0.6% 1,727 $78K
Kiker Wealth Management, LLC 0.03% New 1,724 $78K
Triumph Capital Management 0.01% Add +0.6% 1,708 $77K
NFSG Corp 0.01% Reduce -41.3% 1,683 $76K
Grove Bank & Trust 0.01% No change 1,600 $73K
Signaturefd, LLC 0.00% Reduce -72.3% 1,600 $73K
Founders Capital Management 0.03% No change 1,570 $71K
United Community Bank 0.02% No change 1,550 $70K
Crewe Advisors LLC 0.01% Add +6.6% 1,522 $69K
Howe & Rusling Inc. 0.00% Add +307.8% 1,509 $68K
Avalon Trust Co 0.00% Add +50.0% 1,500 $68K
Webster Bank, N. A. 0.01% Add +1398.0% 1,498 $68K
Biltmore Family Office, LLC 0.01% Reduce -67.2% 1,480 $67K
Colonial Trust Advisors 0.00% Reduce -9.6% 1,420 $64K
Signature Equity Partners, LLC 0.03% Reduce -33.4% 1,417 $64K
Brown, Lisle/Cummings, Inc. 0.01% Add +17.8% 1,414 $64K
Global Trust Asset Management, LLC 0.02% Reduce -5.5% 1,380 $63K
Transce3nd, LLC 0.53% Reduce -25.3% 1,334 $61K
N.E.W. Advisory Services LLC 0.00% No change 1,312 $60K
Quest 10 Wealth Builders, Inc. 0.04% Reduce -0.2% 1,248 $57K
Byrne Asset Management LLC 0.03% No change 1,224 $55K
Lowe Brockenbrough & Co. Inc. 0.00% No change 1,200 $54K
Ballast Advisors LLC 0.01% No change 1,180 $54K
Cape Investment Advisory, Inc. 0.01% New 1,167 $53K
Hurley Capital, LLC 0.03% Add +0.3% 1,160 $53K
Adirondack Trust Co. 0.02% Reduce -1.9% 1,159 $53K
Winch Advisory Services, LLC 0.01% Add +0.6% 1,131 $51K
Core Capital Management & Research, inc. 0.03% — 1,194 $51K
Hoese & Co LLP 0.03% No change 1,120 $51K
Nemes Rush Group LLC 0.00% Add +0.5% 1,111 $50K
Viewpoint Capital Management LLC 0.03% No change 1,100 $50K
Towne Trust Company, N.A 0.02% New 1,100 $50K
SHP Wealth Management 0.00% Reduce -46.9% 1,096 $50K
HHM Wealth Advisors, LLC 0.01% Add +0.2% 1,088 $49K
Vision Retirement, LLC 0.01% Add +15.6% 1,084 $49K
Tsfg, LLC 0.01% Add +0.1% 1,047 $47K
Hilton Head Capital Partners, LLC 0.02% No change 1,034 $47K
Cassaday & Co Wealth Management LLC 0.00% No change 1,010 $46K
Ramirez Asset Management, Inc. 0.00% No change 1,000 $45K
PlanVest Financial, Inc 0.03% Reduce -2.1% 979 $44K
SOA Wealth Advisors, LLC. 0.01% Add +0.2% 970 $44K
Millstone Evans Group, LLC 0.02% No change 958 $43K
Game Plan Financial Advisors, LLC 0.02% Reduce -99.0% 889 $40K
Midway Capital Research & Management 0.03% No change 800 $36K
Security National Bank of Sioux City Iowa 0.01% New 800 $36K
Eastern Bank 0.00% No change 800 $36K
Aventura Private Wealth, LLC 0.01% No change 796 $36K
United Financial Planning Group LLC 0.02% No change 790 $36K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 790 $36K
Cornerstone Planning Group LLC 0.00% Add +9.8% 770 $35K
Rakuten Securities, Inc. 0.01% Reduce -26.7% 777 $35K
Ascentis Independent Advisors 0.09% Reduce -96.4% 772 $35K
Rice Partnership, LLC 0.00% No change 770 $35K
Duncker Streett & Co. Inc. 0.01% Add +924.0% 768 $35K
Osbon Capital Management LLC 0.03% Add +0.5% 766 $35K
Regatta Research & Money Management 0.03% — 762 $35K
Nova Wealth Management, Inc. 0.02% Reduce -11.6% 744 $34K
Bell Investment Advisors, Inc 0.00% New 732 $33K
Acima Private Wealth, LLC 0.01% No change 728 $33K
Barnes Dennig Private Wealth Management LLC 0.03% Add +1.4% 726 $33K
Financial Management Professionals, Inc. 0.00% Add +30.0% 723 $33K
Quent Capital, LLC 0.00% New 702 $32K
Ameriflex Group, Inc. 0.01% No change 700 $32K
Main Street Group, LTD 0.01% No change 698 $32K
Marshall Investment Management, LLC 0.01% Reduce -39.9% 693 $31K
MPWM Advisory Solutions, LLC 0.01% No change 676 $31K
Albion Financial Group 0.00% Reduce -63.1% 676 $31K
Evolution Wealth Management Inc. 0.02% Reduce -49.6% 670 $30K
Cordgrass Capital Advisors, LLC 0.01% No change 640 $29K
Luminist Capital LLC 0.03% Reduce -96.8% 634 $29K
SJS Investment Consulting Inc. 0.00% No change 624 $28K
American Capital Advisory, LLC 0.01% Add +15.2% 622 $28K
Sunrise Financial Services, LLC 0.02% Reduce -2.8% 621 $28K
Paladin Advisory Group, LLC 0.02% No change 616 $28K
Russell Investments Group, Ltd. 0.00% Reduce -73.5% 613 $28K
Holos Integrated Wealth LLC 0.01% No change 600 $27K
Davis Capital Management 0.02% No change 602 $27K
Smithfield Trust Co 0.00% No change 600 $27K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -73.1% 582 $26K
Vima LLC 0.03% — 580 $26K
Hantz Financial Services, Inc. 0.00% Reduce -2.1% 568 $26K
Bellevue Asset Management, LLC 0.01% Add +0.3% 567 $26K
Brown Brothers Harriman & Co. 0.00% No change 560 $25K
Capital Investment Counsel, Inc 0.00% No change 552 $25K
S&T Bank 0.01% No change 550 $25K
Rossby Financial, LCC 0.00% Reduce -76.6% 542 $25K
Tower Research Capital LLC (TRC) 0.00% Add +1485.3% 539 $24K
StrongBox Wealth, LLC 0.01% New 530 $24K
Reyes Financial Architecture, Inc. 0.01% Reduce -99.7% 516 $23K
Clark Wealth Partners 0.01% No change 510 $23K
GHP Investment Advisors, Inc. 0.00% No change 500 $23K
JDM Financial Group LLC 0.01% Add +648.5% 494 $22K
Markowski Investments 0.00% — 483 $22K
LifeSteps Financial, Inc. 0.01% New 482 $22K
JNBA Financial Advisors 0.00% No change 464 $21K
Deutsche Bank AG 0.00% Reduce -56.4% 458 $21K
Valley Wealth Managers, Inc. 0.00% No change 452 $20K
Financial Consulate, Inc. 0.00% Add +0.7% 449 $20K
Provenance Wealth Advisors, LLC 0.00% No change 444 $20K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% Reduce -17.0% 425 $19K
Cambient Family Office, LLC 0.00% New 414 $19K
Costello Asset Management, INC 0.01% Add +0.5% 413 $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
Point Nemo Capital, LLC 0.01% New 398 $18K
Woodard & Co. Asset Management Group Inc. 0.00% No change 381 $17K
Parkside Financial Bank & Trust 0.00% No change 370 $17K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 360 $16K
Mark Sheptoff Financial Planning, LLC 0.01% No change 360 $16K
Strengthening Families & Communities, LLC 0.00% Add +0.6% 360 $16K
Archer Investment Corp 0.00% Add +14.7% 358 $16K
Delos Wealth Advisors, LLC 0.01% No change 355 $16K
Miller Capital Partners, Inc. 0.01% No change 350 $16K
Farmers & Merchants Investments Inc. 0.00% No change 346 $16K
Anchor Bay Capital, Inc. 0.01% — 361 $16K
Wolff Wiese Magana LLC 0.01% No change 343 $16K
Vision Financial Markets LLC 0.01% Add +0.3% 347 $16K
Glass Jacobson Investment Advisors llc 0.00% No change 338 $15K
Ankerstar Wealth, LLC 0.01% No change 330 $15K
Rosenberg Matthew Hamilton 0.00% No change 326 $15K
Hanson & Doremus Investment Management 0.00% No change 300 $14K
Imprint Wealth LLC 0.06% No change 308 $14K
Chapman Financial Group, LLC 0.01% No change 300 $14K
Capitol Family Office, Inc. 0.01% No change 289 $13K
Plante Moran Financial Advisors, LLC 0.00% New 288 $13K
1620 Investment Advisors, Inc. 0.01% No change 280 $13K
POM Investment Strategies, LLC 0.01% Add +0.8% 270 $12K
SYM FINANCIAL Corp 0.00% Add +6.0% 263 $12K
Southern Michigan Bank & Trust 0.00% No change 260 $12K
Orion Capital Management LLC 0.00% Add +0.4% 253 $11K
Walsh & Associates, LLC 0.01% No change 252 $11K
Burk Holdings LLC 0.00% No change 250 $11K
Hoey Investments, Inc. 0.00% No change 250 $11K
Tompkins Financial Corp. 0.00% No change 246 $11K
Investors Research Corp 0.00% Reduce -74.3% 245 $11K
Avion Wealth 0.00% No change 252 $11K
Obsidian Cio, LLC 0.01% New 241 $11K
Windsor Advisory Group, LLC 0.01% New 228 $10K
Trust Co. of Toledo NA 0.00% No change 228 $10K
Roxbury Financial LLC 0.01% Add +0.9% 226 $10K
Versant Capital Management, Inc 0.00% No change 222 $10K
Meramec Financial Planners, LLC 0.00% Add +8.5% 217 $10K
Pioneer Family Office, LLC 0.01% Add +5.8% 218 $10K
WealthCollab, LLC 0.00% New 215 $10K
Vanguard National Trust Co 0.00% No change 212 $10K
CDKV Holdings LLC 0.01% No change 210 $10K
Delta Asset Management LLC 0.00% No change 208 $9K
Logan Capital Management Inc. 0.00% — 203 $9K
C M Bidwell & Associates Ltd. 0.00% No change 202 $9K
Wagner Wealth Management, LLC 0.00% New 202 $9K
Gill Capital Partners, LLC 0.00% No change 200 $9K
Hilltop National Bank 0.00% No change 200 $9K
Motco 0.00% No change 200 $9K
Mountain Hill Investment Partners Corp. 0.00% Add +1.1% 179 $8K
Eukles Asset Management 0.00% Reduce -1.2% 168 $8K
Brooklyn FI, LLC 0.00% New 152 $7K
MidFirst Bank 0.00% New 146 $7K
Financial Perspectives, Inc 0.00% No change 142 $6K
Cedar Mountain Advisors, LLC 0.00% No change 138 $6K
XP Advisory US, Inc. 0.00% — 136 $6K
Tidemark, LLC 0.00% No change 136 $6K
PFS Partners, LLC 0.00% Add +0.8% 135 $6K
Glassman Wealth Services 0.00% New 133 $6K
Chung Wu Investment Group, LLC 0.00% Reduce -50.0% 130 $6K
TIAA Wealth Investment Management LLC 0.00% Reduce -64.5% 123 $6K
Signature Resources Capital Management, LLC 0.00% Add +163.0% 121 $5K
Capital Advisor Network LLC 0.01% Reduce -7.3% 102 $5K
IMG Wealth Management, Inc. 0.00% No change 101 $5K
Barrett & Company, Inc. 0.00% Reduce -47.4% 100 $5K
Washington Trust Advisors, Inc. 0.00% Reduce -41.5% 100 $5K
DHJJ Financial Advisors, Ltd. 0.00% Reduce -71.3% 98 $4K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 93 $4K
West Paces Advisors Inc. 0.00% Add +1.1% 91 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 85 $4K
Asset Dedication, LLC 0.00% Reduce -36.8% 84 $4K
Olistico Wealth, LLC 0.00% No change 80 $4K
CNB Bank 0.00% No change 76 $3K
Spirit of America Management Corp. 0.00% Add +3709.0% 142,951 $3K
Darwin Wealth Management, LLC 0.00% No change 65 $3K
Elevated Capital Advisors, LLC 0.00% No change 62 $3K
Mosley Wealth Management 0.00% New 58 $3K
McGuire Capital Advisors Inc. 0.00% No change 56 $3K
West Financial Advisors, LLC 0.00% New 51 $2K
First Command Advisory Services, Inc. 0.00% Reduce -32.4% 50 $2K
Cypress Capital Management LLC (WY) 0.00% No change 38 $2K
Vanguard Advisers Inc. 0.00% Add +500.0% 36 $2K
DecisionPoint Financial, LLC 0.00% No change 36 $2K
LM Advisors LLC 0.01% Add +1352.1% 35,112 $2K
Family Manage LLC 0.00% No change 32 $1K
Mechanics Financial Corp 0.00% No change 28 $1K
Caitlin John, LLC 0.00% No change 23 $1K
Roble, Belko & Company, Inc 0.00% No change 24 $1K
Daiwa Securities Group Inc. 0.00% New 22 $997
Breakwater Investment Management 0.00% No change 16 $726
Bear Mountain Capital, Inc. 0.00% New 10 $457
Westend Capital Management, LLC 0.00% No change 10 $453
Parallax Volatility Advisers, L.P. 0.00% No change 2 $91
Banque Cantonale Vaudoise 0.00% Add +52.2% 787 $36
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.