SS Health Care Select SectorXLVETF
13F holders, Q1 2024 (March 31)1,669holders
6famous investors
$147.88avg. 13F price*
At the end of Q1 2024, 1,669 institutions reported holding SS Health Care Select Sector (XLV) in their 13F filings. The largest holders were Bank of America Corp. ($6.1B), JPMorgan Chase & Co. ($2.1B) and Morgan Stanley ($1.7B). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS Health Care Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q1 2024)
- CUSIP
- 81369Y209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 130 | $428.2M |
| Exits | 105 | $466.3M |
Ownership 1,669 holders
| Bank of America Corp. | 0.61% | Add +0.6% | 41,627,058 | $6.1B |
| JPMorgan Chase & Co. | 0.19% | Reduce -3.6% | 14,150,320 | $2.1B |
| Morgan Stanley | 0.14% | Reduce -3.0% | 11,679,679 | $1.7B |
| Envestnet Asset Management Inc. | 0.41% | Add +6.5% | 7,426,044 | $1.1B |
| Wells Fargo & Company | 0.27% | Add +1.6% | 6,981,605 | $1.0B |
| LPL Financial LLC | 0.51% | Add +5.3% | 6,482,938 | $957.7M |
| Nissay Asset Management Corp. /Japan | 5.88% | No change | 5,740,591 | $848.1M |
| Raymond James & Associates | 0.57% | Add +1.5% | 5,682,906 | $839.5M |
| Janney Montgomery Scott LLC | 2.01% | Add +1.9% | 4,578,337 | $676.4M |
| Truist Financial Corp. | 0.91% | Reduce -0.8% | 4,065,565 | $600.6M |
| UBS Group AG | 0.18% | Reduce -4.8% | 3,728,329 | $550.8M |
| WestEnd Advisors, LLC | 14.04% | Add +2.5% | 3,668,824 | $542.0M |
| Goldman Sachs Group Inc. | 0.10% | Reduce -0.4% | 3,340,625 | $493.5M |
| Royal Bank of Canada | 0.11% | Reduce -11.6% | 3,113,584 | $460.0M |
| Ameriprise Financial Inc. | 0.12% | Add +11.4% | 2,908,179 | $429.8M |
| Harel Insurance Investments & Financial Services Ltd. | 8.08% | Reduce -0.0% | 2,823,685 | $417.1M |
| BNP Paribas Financial Markets | 0.49% | Add +109.8% | 2,627,229 | $388.1M |
| Citigroup Inc. | 0.41% | Add +75.8% | 2,531,368 | $374.0M |
| CHURCHILL MANAGEMENT Corp | 3.65% | Reduce -8.3% | 1,980,560 | $292.6M |
| Phoenix Financial Ltd. | 3.48% | Add +105.7% | 1,704,284 | $251.8M |
| BlackRock Inc. | 0.01% | Add +37.4% | 1,679,421 | $248.1M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -29.9% | 1,545,790 | $228.4M |
| Raymond James Financial Services Advisors, Inc. | 0.34% | Add +4.4% | 1,540,643 | $227.6M |
| Bessemer Group Inc. | 0.38% | Reduce -50.7% | 1,411,073 | $208.5M |
| Meitav Investment House Ltd. | 3.63% | Reduce -3.9% | 1,252,827 | $185.1M |
| Victory Capital Management Inc. | 0.17% | Add +11.5% | 1,124,688 | $166.2M |
| Agf Management Ltd. | 0.82% | Add +115.5% | 993,671 | $146.8M |
| PGIM Custom Harvest LLC | 3.61% | Add +39.8% | 986,870 | $145.8M |
| HighTower Advisors, LLC | 0.23% | Add +0.9% | 968,065 | $143.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.48% | No change | 920,000 | $135.9M |
| Cetera Investment Advisers | 0.31% | Add +268.4% | 897,216 | $132.5M |
| TD Asset Management Inc | 0.12% | Add +0.3% | 890,583 | $131.6M |
| Osaic Holdings, Inc. | 0.28% | Reduce -0.2% | 857,440 | $126.7M |
| Stifel Financial Corp. | 0.14% | Reduce -0.1% | 852,694 | $126.0M |
| Bank of Nova Scotia | 0.24% | Add +1264.8% | 809,086 | $119.5M |
| InterOcean Capital Group, LLC | 2.67% | Reduce -0.1% | 756,736 | $111.8M |
| Menora Mivtachim Holdings LTD. | 0.80% | Reduce -14.6% | 723,953 | $106.9M |
| Commonwealth Equity Services, LLC | 0.17% | Add +3.1% | 687,155 | $101.5M |
| CW Advisors, LLC | 1.75% | Add +55.6% | 685,689 | $101.3M |
| Rockefeller Capital Management L.P. | 0.29% | Add +41.7% | 672,165 | $99.3M |
| Prudential Financial Inc. | 0.13% | Add +48.3% | 611,026 | $90.3M |
| Signature Estate & Investment Advisors LLC | 2.48% | Add +1.6% | 593,073 | $87.6M |
| Northern Trust Corp. | 0.02% | Add +15.7% | 592,118 | $87.5M |
| US Bancorp \de | 0.11% | Reduce -1.2% | 556,870 | $82.3M |
| Main Management ETF Advisors, LLC | 4.32% | Add +3.5% | 553,610 | $81.8M |
| MBB Public Markets I LLC | 5.22% | Reduce -43.2% | 552,998 | $81.7M |
| Conservest Capital Advisors, Inc. | 8.28% | Reduce -0.8% | 549,076 | $81.1M |
| 1832 Asset Management L.P. | 0.14% | Add +61.6% | 519,354 | $76.7M |
| Assetmark, Inc. | 0.24% | Add +1.7% | 506,956 | $74.9M |
| Spire Wealth Management | 1.36% | Reduce -3.7% | 212,199 | $74.1M |
| Swan Global Investments, LLC | 3.57% | Reduce -8.1% | 490,855 | $72.5M |
| RiverFront Investment Group, LLC | 2.04% | Add +1.6% | 489,007 | $72.2M |
| J.Safra Asset Management Corp | 7.03% | Reduce -0.2% | 420,662 | $62.1M |
| Clal Insurance Enterprises Holdings Ltd | 0.68% | No change | 410,000 | $60.6M |
| Summit Trail Advisors, LLC | 1.57% | Reduce -8.7% | 399,744 | $59.1M |
| MML Investors Services, LLC | 0.24% | Add +13.7% | 399,387 | $59.0M |
| Manufacturers Life Insurance Company, The | 0.05% | New | 395,981 | $58.5M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Add +5.7% | 392,428 | $58.0M |
| Qube Research & Technologies Ltd | 0.10% | Add +121.1% | 390,805 | $57.7M |
| Advisory Alpha, LLC | 2.36% | Add +45.9% | 388,699 | $57.4M |
| Private Advisor Group, LLC | 0.40% | Add +5.1% | 375,673 | $55.5M |
| EP Wealth Advisors, LLC | 0.65% | Add +3.7% | 373,810 | $55.2M |
| Dynasty Wealth Management, LLC | 1.71% | — | 363,263 | $53.7M |
| PNC Financial Services Group, Inc. | 0.04% | Add +1.9% | 359,098 | $53.0M |
| Quotient Wealth Partners, LLC | 1.85% | Add +20.7% | 350,143 | $51.7M |
| State Street Corp. | 0.00% | Add +208.7% | 341,335 | $50.4M |
| Susquehanna International Group, LLP | 0.07% | Reduce -31.1% | 334,335 | $49.4M |
| Gerber Kawasaki Wealth & Investment Management | 2.59% | Add +5.3% | 324,572 | $47.9M |
| Composition Wealth, LLC | 1.19% | Reduce -13.8% | 319,707 | $47.2M |
| KCM Investment Advisors LLC | 1.71% | Reduce -1.5% | 311,332 | $46.0M |
| Capital Investment Advisors, LLC | 1.07% | Reduce -50.0% | 309,902 | $45.8M |
| Barclays PLC | 0.02% | Reduce -3.5% | 306,835 | $45.3M |
| SPX Gestao de Recursos Ltda | 3.83% | New | 296,000 | $43.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.34% | Add +3.2% | 294,820 | $43.6M |
| Foundations Investment Advisors, LLC | 1.12% | Add +5.9% | 288,411 | $42.6M |
| Tiff Advisory Services, LLC | 18.47% | No change | 286,581 | $42.3M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 3.61% | No change | 281,325 | $41.6M |
| Cwm, LLC | 0.20% | Add +19.9% | 280,946 | $41.5M |
| Bank of Montreal | 0.01% | Reduce -14.7% | 277,195 | $41.0M |
| Mercer Global Advisors Inc. | 0.12% | Add +9.1% | 275,075 | $40.6M |
| TD Waterhouse Canada Inc. | 0.30% | Add +9.4% | 268,043 | $40.2M |
| United Capital Financial Advisors, LLC | 0.33% | Reduce -5.0% | 269,081 | $39.8M |
| Spinnaker Trust | 2.52% | Reduce -1.7% | 264,009 | $39.0M |
| Provida Pension Fund Administrator | 0.95% | Add +1136.2% | 259,235 | $38.3M |
| State of Michigan Retirement System | 0.20% | Add +2.2% | 255,788 | $37.8M |
| Mariner, LLC | 0.08% | Reduce -0.3% | 251,505 | $37.2M |
| Natixis | 0.21% | Reduce -54.8% | 250,066 | $36.9M |
| Bouchey Financial Group, Ltd. | 3.47% | Add +0.3% | 238,796 | $35.3M |
| MMBG Investment Advisors Co. | 3.70% | Add +0.8% | 237,344 | $35.1M |
| Wharton Business Group, LLC | 1.68% | Reduce -9.9% | 236,114 | $34.9M |
| Main Management LLC | 2.91% | Reduce -3.4% | 231,057 | $34.1M |
| Avantax Advisory Services, Inc. | 0.30% | Add +10.5% | 227,397 | $33.6M |
| Two Sigma Advisers, LP | 0.08% | New | 222,800 | $32.9M |
| Baltimore-Washington Financial Advisors, Inc. | 2.08% | Add +3.4% | 222,226 | $32.8M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 3.15% | Reduce -32.8% | 221,300 | $32.7M |
| Fifth Third Bancorp | 0.13% | Reduce -10.3% | 220,486 | $32.6M |
| Graypoint LLC | 2.35% | Add +3.6% | 219,798 | $32.5M |
| Adams Diversified Equity Fund, Inc. | 1.15% | New | 218,500 | $32.3M |
| Country Trust Bank | 0.84% | Add +8.7% | 218,213 | $32.2M |
| Greenwood Gearhart LLC | 3.05% | Add +1.8% | 211,389 | $31.2M |
| Taiyo Life Insurance Co. | 2.50% | Reduce -39.4% | 210,000 | $31.0M |
| Alps Advisors Inc. | 0.21% | Reduce -11.8% | 205,152 | $30.3M |
| Full Sail Capital, LLC | 2.11% | Add +5.5% | 204,964 | $30.3M |
| Trek Financial, LLC | 2.34% | Add +25.3% | 199,723 | $29.5M |
| MAI Capital Management | 0.31% | Add +1.2% | 199,218 | $29.4M |
| Peapack Gladstone Financial Corp. | 0.46% | Add +0.7% | 198,968 | $29.4M |
| Thrivent Financial for Lutherans | 0.05% | Add +15.1% | 184,401 | $27.2M |
| Kestra Advisory Services, LLC | 0.18% | Add +13.4% | 184,189 | $27.2M |
| DAVENPORT & Co LLC | 0.17% | Add +1.6% | 182,643 | $27.0M |
| Bank Hapoalim BM | 3.63% | Add +11.5% | 182,110 | $26.9M |
| Yelin Lapidot Holdings Management Ltd. | 5.48% | No change | 180,399 | $26.7M |
| NewEdge Advisors, LLC | 0.23% | Reduce -28.2% | 178,096 | $26.3M |
| SP Asset Management LLC | 2.43% | Reduce -0.3% | 176,976 | $26.1M |
| Graves Light Lenhart Wealth, Inc. | 3.03% | Reduce -5.8% | 176,897 | $26.1M |
| Atria Wealth Solutions, Inc. | 0.28% | Add +10.4% | 166,378 | $24.6M |
| Hudson Bay Capital Management LP | 0.24% | New | 163,250 | $24.1M |
| Captrust Financial Advisors | 0.09% | Reduce -2.8% | 161,759 | $23.9M |
| Cresset Asset Management, LLC | 0.12% | Add +33.9% | 159,803 | $23.6M |
| First Interstate Bank | 1.60% | Reduce -5.0% | 156,502 | $23.1M |
| Ayalon Insurance Comp Ltd. | 7.42% | Add +41.8% | 151,112 | $22.3M |
| Bar Harbor Wealth Management | 1.50% | Reduce -1.2% | 151,092 | $22.3M |
| Biltmore Wealth Management, LLC | 10.58% | No change | 163,059 | $22.2M |
| IMZ Advisory Inc | 11.37% | Reduce -1.8% | 149,200 | $22.0M |
| American Financial Advisors, LLC | 2.98% | Add +1.3% | 143,366 | $21.2M |
| Renaissance Technologies | 0.03% | New | 140,900 | $20.8M |
| Salomon & Ludwin, LLC | 1.78% | Reduce -4.0% | 139,451 | $20.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3.40% | Reduce -0.7% | 139,530 | $20.6M |
| Kingsview Wealth Management, LLC | 0.51% | Reduce -33.1% | 136,946 | $20.2M |
| Krilogy Financial LLC | 1.52% | Add +10.1% | 134,261 | $19.8M |
| Global Endowment Management, LP | 2.05% | No change | 133,471 | $19.7M |
| Equitable Holdings, Inc. | 0.22% | Reduce -8.7% | 133,175 | $19.7M |
| Comerica Bank | 0.08% | Reduce -0.3% | 130,365 | $19.3M |
| Jefferies Financial Group Inc. | 0.42% | Add +373.7% | 129,976 | $19.2M |
| Clarity Financial LLC | 2.96% | Add +50.1% | 129,198 | $19.1M |
| Oppenheimer & Co. Inc. | 0.31% | Add +11.1% | 127,885 | $18.9M |
| Chemung Canal Trust Co. | 3.62% | Add +2.3% | 126,983 | $18.8M |
| Diversify Advisory Services, LLC | 1.10% | — | 127,137 | $18.6M |
| Squarepoint Ops LLC | 0.08% | Add +90.8% | 125,704 | $18.6M |
| Brave Asset Management Inc. | 4.81% | Add +3.6% | 125,433 | $18.5M |
| Stratos Wealth Partners, LTD. | 0.31% | Reduce -21.3% | 125,047 | $18.5M |
| Perigon Wealth Management, LLC | 0.56% | Add +4.7% | 124,491 | $18.4M |
| Concurrent Investment Advisors, LLC | 0.74% | Add +8.3% | 123,947 | $18.3M |
| Citadel Advisors | 0.02% | Add +1740.4% | 123,622 | $18.3M |
| Corient Private Wealth LP | 0.03% | Reduce -49.0% | 123,231 | $18.2M |
| Park Avenue Securities LLC | 0.23% | Add +33.0% | 123,144 | $18.2M |
| Old National Bancorp | 0.43% | Reduce -10.2% | 122,837 | $18.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -41.6% | 122,495 | $17.9M |
| Marex Group Ltd | 0.58% | New | 120,040 | $17.7M |
| Blair William & Co. | 0.05% | Add +5.7% | 117,388 | $17.3M |
| Atria Investments, Inc | 0.24% | Add +8.6% | 116,507 | $17.2M |
| SG Americas Securities, LLC | 0.09% | Reduce -14.3% | 115,211 | $17.0M |
| McKinley Carter Wealth Services, Inc. | 1.13% | Add +8.7% | 114,775 | $17.0M |
| Miller Investment Management, LP | 2.14% | Add +0.6% | 113,455 | $16.8M |
| Scotia Capital Inc. | 0.10% | Add +4.0% | 113,066 | $16.7M |
| GM Advisory Group, LLC | 1.10% | Add +5704.8% | 106,111 | $15.7M |
| HSBC Holdings PLC | 0.01% | Add +36.1% | 105,922 | $15.7M |
| StoneX Group Inc. | 1.40% | Add +1.6% | 105,726 | $15.6M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 4.06% | No change | 105,342 | $15.6M |
| Employees Provident Fund Board | 0.27% | No change | 105,341 | $15.6M |
| Ashton Thomas Private Wealth, LLC | 0.88% | Add +41.3% | 104,199 | $15.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -19.3% | 104,074 | $15.4M |
| FMR LLC | 0.00% | Add +10.2% | 101,691 | $15.0M |
| Rezny Wealth Management, Inc. | 5.22% | Reduce -0.2% | 99,361 | $14.7M |
| Analyst IMS Investment Management Services Ltd. | 0.62% | Reduce -0.2% | 96,677 | $14.3M |
| Bedell Frazier Investment Counselling, LLC | 3.55% | Reduce -2.0% | 96,189 | $14.2M |
| Dakota Wealth Management | 0.35% | Add +5.8% | 95,513 | $14.1M |
| Stillwater Capital Advisors, LLC | 2.04% | Reduce -0.9% | 93,449 | $13.8M |
| Oppenheimer Asset Management Inc. | 0.20% | Add +101.6% | 93,384 | $13.8M |
| Aspire Capital Advisors LLC | 4.64% | Add +36.1% | 93,371 | $13.8M |
| IHT Wealth Management, LLC | 0.55% | Add +0.1% | 92,162 | $13.6M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +53.1% | 91,854 | $13.6M |
| Creative Planning | 0.01% | Reduce -3.7% | 91,139 | $13.5M |
| Baird Financial Group, Inc. | 0.03% | Reduce -5.6% | 91,000 | $13.4M |
| Gratus Wealth Advisors, LLC | 2.44% | Reduce -1.2% | 96,054 | $13.3M |
| Pinebridge Investments, L.P. | 0.10% | Reduce -6.9% | 87,570 | $12.9M |
| WBH Advisory Inc. | 1.32% | Add +6.5% | 86,667 | $12.8M |
| Lido Advisors, LLC | 0.11% | Reduce -0.5% | 85,998 | $12.7M |
| Long Run Wealth Advisors, LLC | 3.33% | Add +5.1% | 85,532 | $12.6M |
| Banco Santander, S.A. | 0.15% | Add +77.5% | 85,419 | $12.6M |
| High Note Wealth, LLC | 4.02% | Add +9.3% | 83,647 | $12.4M |
| Advisory Services Network, LLC | 0.27% | Add +71.9% | 83,317 | $12.3M |
| Private Wealth Advisors, LLC | 5.05% | Reduce -4.8% | 81,678 | $12.1M |
| Parkside Investments, LLC | 1.91% | Add +0.6% | 81,645 | $12.1M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +8.2% | 81,067 | $12.0M |
| J.W. Cole Advisors, Inc. | 0.60% | Reduce -1.2% | 80,715 | $11.9M |
| Alaska Permanent Fund Corp | 0.17% | No change | 79,446 | $11.7M |
| Carnegie Investment Counsel | 0.36% | Reduce -2.6% | 78,853 | $11.6M |
| Pathstone Holdings, LLC | 0.05% | Reduce -4.9% | 78,633 | $11.6M |
| Legacy Financial Strategies, LLC | 2.99% | Add +1.3% | 78,629 | $11.6M |
| Measured Wealth Private Client Group, LLC | 4.04% | Add +2.8% | 78,325 | $11.6M |
| Rothschild Capital Partners, LLC | 3.35% | No change | 78,050 | $11.5M |
| FIL Ltd | 0.01% | Add +190.4% | 77,627 | $11.5M |
| Arvest Trust Co. N A | 0.65% | Reduce -0.9% | 77,368 | $11.4M |
| Callan Capital, LLC | 1.00% | Reduce -2.4% | 77,335 | $11.4M |
| Harrell Investment Partners, LLC | 3.37% | Reduce -7.8% | 76,854 | $11.4M |
| Fifth Third Securities, Inc. | 1.10% | Add +1.5% | 76,405 | $11.3M |
| AlphaMark Advisors, LLC | 3.97% | Add +11.6% | 76,386 | $11.3M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce -40.9% | 75,506 | $11.2M |
| Integrated Wealth Concepts LLC | 0.16% | Add +26.3% | 75,093 | $11.1M |
| Evolution Wealth Advisors, LLC | 2.12% | Reduce -32.9% | 75,039 | $11.1M |
| B. Riley Wealth Advisors, Inc. | 0.30% | Reduce -10.1% | 85,891 | $11.1M |
| Frisch Financial Group, Inc. | 3.63% | Reduce -0.9% | 74,035 | $10.9M |
| Two Sigma Investments, LP | 0.03% | Reduce -22.9% | 73,977 | $10.9M |
| Tocqueville Asset Management L.P. | 0.18% | No change | 73,601 | $10.9M |
| Hilltop Wealth Advisors, LLC | 5.55% | Reduce -1.5% | 73,431 | $10.8M |
| Allianz SE | 0.34% | — | 73,371 | $10.8M |
| Transcend Capital Advisors, LLC | 0.86% | Add +8.5% | 72,930 | $10.8M |
| Prudent Investors Network, Inc. | 4.02% | — | 72,244 | $10.7M |
| Benchmark Financial Wealth Advisors, LLC | 4.06% | Add +5.4% | 71,973 | $10.6M |
| Focused Wealth Management, Inc | 1.66% | Add +5.0% | 71,898 | $10.6M |
| Kozak & Associates, Inc. | 2.85% | Add +7.7% | 72,701 | $10.6M |
| GeoWealth Management, LLC | 0.41% | Reduce -7.8% | 71,858 | $10.6M |
| Valmark Advisers, Inc. | 0.18% | Add +28.7% | 71,429 | $10.6M |
| Proquility Private Wealth Partners, LLC | 3.61% | Add +5.1% | 71,291 | $10.5M |
| Castleark Management LLC | 0.44% | New | 71,120 | $10.5M |
| Paloma Partners Management Co | 2.18% | Add +469.9% | 70,355 | $10.4M |
| Round Rock Advisors LLC | 2.49% | Add +4.2% | 70,296 | $10.4M |
| Anfield Capital Management, LLC | 5.00% | Add +45.2% | 70,202 | $10.4M |
| Vickerman Investment Advisors, Inc. | 3.33% | Add +3.1% | 69,886 | $10.3M |
| Twin Focus Capital Partners, LLC | 1.96% | Add +3.0% | 69,754 | $10.3M |
| Hobart Private Capital, LLC | 3.14% | Reduce -0.3% | 69,599 | $10.3M |
| RFG Advisory, LLC | 0.35% | Add +14.7% | 69,472 | $10.3M |
| Provident Co of the Employees of the Hebrew University LTD | 10.84% | — | 69,216 | $10.2M |
| First Merchants Corp. | 0.77% | Reduce -5.4% | 69,203 | $10.2M |
| TrinityPoint Wealth, LLC | 1.68% | Add +2.8% | 68,715 | $10.2M |
| Performance Wealth Partners, LLC | 0.42% | Add +3.8% | 68,276 | $10.1M |
| Credit Suisse AG/ | 0.01% | Reduce -64.4% | 67,685 | $10.0M |
| Keebeck Wealth Management | 1.47% | Reduce -1.5% | 67,625 | $10.0M |
| Concourse Financial Group Securities, Inc. | 0.64% | Add +24.3% | 67,485 | $10.0M |
| Tamar Securities, LLC | 1.68% | Reduce -14.1% | 67,270 | $9.9M |
| Prime Capital Investment Advisors, LLC | 0.14% | Reduce -68.1% | 66,807 | $9.9M |
| Martin & Co. Inc. | 2.41% | Reduce -2.4% | 66,789 | $9.9M |
| Premier Path Wealth Partners, LLC | 1.83% | Add +9.1% | 65,780 | $9.7M |
| Client First Capital LLC | 6.74% | Add +43.7% | 65,148 | $9.6M |
| Rye Brook Capital LLC | 5.63% | New | 65,000 | $9.6M |
| D. E. Shaw & Co. | 0.01% | New | 64,744 | $9.6M |
| Evercore Wealth Management, LLC | 0.15% | Add +1.7% | 64,672 | $9.6M |
| Orange Investment Advisors, Inc. | 1.14% | Reduce -1.2% | 64,622 | $9.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.30% | Reduce -33.8% | 63,972 | $9.5M |
| NewEdge Wealth, LLC | 0.21% | Add +6.0% | 66,788 | $9.4M |
| Welch Capital Partners LLC | 2.33% | No change | 63,480 | $9.4M |
| SFG Wealth Management, LLC. | 5.55% | Add +5.4% | 63,324 | $9.4M |
| Western Wealth Management, LLC | 0.73% | Add +10.0% | 63,202 | $9.3M |
| Centaurus Financial, Inc. | 0.65% | Add +45.1% | 63,186 | $9.3M |
| Toth Financial Advisory Corp. | 1.17% | Add +1.7% | 63,155 | $9.3M |
| Syon Capital LLC | 0.88% | Reduce -1.3% | 62,873 | $9.3M |
| Adamsbrown Wealth Consultants LLC | 3.73% | Add +5.9% | 62,362 | $9.2M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +26.0% | 62,308 | $9.2M |
| Orion Portfolio Solutions, LLC | 0.10% | Add +26.0% | 62,308 | $9.2M |
| Sigma Planning Corp | 0.29% | Add +105.5% | 62,015 | $9.2M |
| Ameraudi Asset Management, Inc. | 4.24% | New | 61,610 | $9.1M |
| Greenup Street Wealth Management LLC | 2.27% | New | 61,256 | $9.0M |
| Freedom Investment Management, Inc. | 0.72% | Add +2.5% | 61,194 | $9.0M |
| Capital Insight Partners, LLC | 1.69% | Add +64.0% | 61,163 | $9.0M |
| AAF Wealth Management, LLC | 5.04% | Add +3.5% | 60,662 | $9.0M |
| Pallas Capital Advisors LLC | 0.37% | Add +6.5% | 59,856 | $8.8M |
| Royal Fund Management, LLC | 1.01% | New | 59,598 | $8.8M |
| Trilogy Capital Inc. | 0.51% | Add +138.6% | 59,555 | $8.8M |
| Founders Financial Securities LLC | 0.92% | Add +100.9% | 59,342 | $8.8M |
| Innealta Capital, LLC | 3.69% | Add +0.0% | 59,135 | $8.7M |
| Asset Advisors Investment Management, LLC | 0.98% | Add +30.8% | 58,999 | $8.7M |
| Eagle Wealth Strategies LLC | 7.06% | Reduce -1.0% | 59,327 | $8.7M |
| Merit Financial Group, LLC | 0.21% | Add +16.8% | 61,499 | $8.7M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +7.4% | 58,376 | $8.6M |
| Cornerstone Wealth Group, LLC | 0.80% | Reduce -36.2% | 58,268 | $8.6M |
| Cinctive Capital Management LP | 0.44% | New | 58,021 | $8.6M |
| Commerce Bank | 0.06% | Reduce -54.4% | 57,881 | $8.6M |
| Petredis Investment Advisors LLC | 1.02% | Reduce -7.2% | 57,587 | $8.5M |
| New Harbor Financial Group, LLC | 3.13% | New | 57,178 | $8.4M |
| Cerity Partners LLC | 0.02% | Reduce -12.6% | 56,805 | $8.4M |
| Insight Wealth Strategies, LLC | 1.22% | New | 56,098 | $8.3M |
| Mfa Wealth Advisors, LLC | 2.18% | Reduce -0.9% | 56,007 | $8.3M |
| Gladstone Institutional Advisory LLC | 0.45% | Add +46.2% | 55,599 | $8.2M |
| Arvest Investments, Inc. | 1.30% | Reduce -4.4% | 55,504 | $8.2M |
| Forbes J M & Co. LLP | 0.89% | No change | 55,331 | $8.2M |
| Empowered Funds, LLC | 0.15% | New | 55,192 | $8.2M |
| Pictet North America Advisors SA | 0.91% | Reduce -14.0% | 55,071 | $8.1M |
| Winthrop Capital Management, LLC | 3.74% | Add +0.2% | 54,995 | $8.1M |
| Annex Advisory Services, LLC | 0.29% | Add +1.1% | 54,763 | $8.1M |
| Haverford Trust Co | 0.08% | Reduce -78.2% | 54,759 | $8.1M |
| Focus Partners Wealth | 0.07% | Add +72.9% | 54,166 | $8.0M |
| Constitution Capital LLC | 4.49% | Add +3.0% | 53,806 | $7.9M |
| Silverleafe Capital Partners, LLC | 3.25% | Add +43.3% | 53,537 | $7.9M |
| Embree Financial Group | 1.52% | Add +0.7% | 52,587 | $7.8M |
| Sykon Capital LLC | 2.79% | Reduce -18.2% | 52,294 | $7.7M |
| Financial Advocates Investment Management | 0.45% | Add +1.2% | 61,968 | $7.7M |
| Howard Capital Management Group, LLC | 0.59% | Reduce -0.8% | 51,738 | $7.6M |
| Stephens Inc. | 0.12% | Add +19.1% | 51,705 | $7.6M |
| 5th Street Advisors, LLC | 4.26% | Reduce -1.0% | 50,925 | $7.5M |
| Integrated Advisors Network LLC | 0.38% | Add +1.8% | 50,578 | $7.5M |
| Prestige Wealth Management Group LLC | 1.59% | Reduce -63.7% | 50,053 | $7.4M |
| Robertson Stephens Wealth Management, LLC | 0.40% | Add +2.8% | 49,965 | $7.4M |
| Mutual Advisors, LLC | 0.23% | Add +2.8% | 49,003 | $7.2M |
| Woodmont Investment Counsel LLC | 0.61% | Add +1.4% | 48,911 | $7.2M |
| Liberty One Investment Management, LLC | 0.82% | Reduce -3.2% | 48,911 | $7.2M |
| Next Capital Management LLC | 2.89% | Reduce -1.5% | 48,079 | $7.1M |
| Madison Park Capital Advisors, LLC | 6.18% | Add +3.3% | 47,975 | $7.1M |
| Courier Capital LLC | 0.51% | Add +1.9% | 47,559 | $7.0M |
| Asset Allocation Strategies LLC | 2.43% | Reduce -1.4% | 46,598 | $6.9M |
| Capital Planning Advisors, LLC | 1.21% | Reduce -1.8% | 46,592 | $6.9M |
| Pinnacle Associates Ltd. | 0.11% | Reduce -1.1% | 46,409 | $6.9M |
| Independent Financial Group, LLC | 0.31% | Add +8.8% | 46,049 | $6.8M |
| Sabal Trust CO | 0.39% | Reduce -11.3% | 45,848 | $6.8M |
| Banco BTG Pactual S.A. | 2.10% | New | 45,734 | $6.8M |
| Sepio Capital, LP | 0.57% | Reduce -2.5% | 45,286 | $6.7M |
| Valley Wealth Managers, Inc. | 0.50% | Add +968.2% | 45,013 | $6.6M |
| Maven Securities LTD | 0.40% | Add +10.0% | 44,876 | $6.6M |
| Retirement Planning Group, LLC | 0.51% | Add +2319.9% | 44,768 | $6.6M |
| AlTi Global, Inc. | 0.18% | Reduce -3.7% | 44,564 | $6.6M |
| Kellett Wealth Advisors, LLC | 4.55% | Add +10.8% | 44,441 | $6.6M |
| Nan Shan Life Insurance Co., Ltd. | 0.15% | New | 44,200 | $6.5M |
| CoreCap Advisors, LLC | 0.34% | Reduce -57.0% | 44,089 | $6.5M |
| FSC Wealth Advisors, LLC | 4.56% | New | 43,869 | $6.5M |
| Simplicity Wealth,LLC | 0.15% | Add +345.8% | 43,806 | $6.5M |
| Marshall Wace, LLP | 0.01% | Reduce -86.7% | 43,561 | $6.4M |
| National Bank of Canada | 0.01% | Add +47.0% | 44,759 | $6.4M |
| Simmons Bank | 0.48% | Add +3.3% | 43,364 | $6.4M |
| Tower Research Capital LLC (TRC) | 0.15% | Add +332.3% | 43,211 | $6.4M |
| CMH Wealth Management LLC | 1.62% | Reduce -3.9% | 43,135 | $6.4M |
| Allred Capital Management, LLC | 2.48% | Add +8.6% | 42,986 | $6.4M |
| Modus Advisors, LLC | 2.33% | Add +1.6% | 42,691 | $6.3M |
| ICA Group Wealth Management, LLC | 1.25% | Add +5.9% | 42,250 | $6.2M |
| Patten & Patten Inc. | 0.44% | Add +11.1% | 41,462 | $6.1M |
| TCV Trust & Wealth Management, Inc. | 0.59% | Reduce -1.1% | 41,350 | $6.1M |
| Raymond James Trust N.A. | 0.15% | Add +4.8% | 41,330 | $6.1M |
| Exchange Traded Concepts, LLC | 0.16% | New | 40,890 | $6.0M |
| Busey Bank | 0.21% | Reduce -0.1% | 40,535 | $6.0M |
| MV Capital Management, Inc. | 0.68% | Reduce -4.2% | 40,184 | $5.9M |
| St Germain D J Co. Inc. | 0.29% | Reduce -12.3% | 40,005 | $5.9M |
| Allworth Financial LP | 0.04% | Reduce -33.7% | 39,654 | $5.9M |
| Wedbush Securities Inc. | 0.22% | Reduce -10.9% | 39,583 | $5.8M |
| Cibc World Market Inc. | 0.01% | Reduce -23.2% | 38,928 | $5.8M |
| Deltec Asset Management LLC | 1.13% | Reduce -2.7% | 38,845 | $5.7M |
| BigSur Wealth Management LLC | 1.77% | Add +118.7% | 38,160 | $5.6M |
| Glenmede Trust Co. NA | 0.03% | Reduce -16.3% | 38,052 | $5.6M |
| Pachira Investments Inc. | 4.58% | Add +14.6% | 37,949 | $5.6M |
| Darwin Wealth Management, LLC | 1.56% | Reduce -23.4% | 37,810 | $5.6M |
| Leicht Financial Planning & Wealth Management, Inc. | 3.05% | Reduce -2.5% | 37,695 | $5.6M |
| Quantinno Capital Management LP | 0.12% | Add +479.7% | 37,656 | $5.6M |
| Flagship Harbor Advisors, LLC | 0.35% | Reduce -75.3% | 36,733 | $5.4M |
| GTS Securities LLC | 0.15% | Reduce -86.6% | 36,594 | $5.4M |
| Turtle Creek Wealth Advisors, LLC | 1.32% | Add +548.4% | 36,344 | $5.4M |
| Spectrum Wealth Counsel, LLC | 0.65% | Reduce -8.4% | 35,828 | $5.3M |
| Riverpoint Wealth Management Holdings, LLC | 1.47% | Reduce -2.6% | 35,802 | $5.3M |
| Global Retirement Partners, LLC | 0.20% | Add +4.8% | 35,600 | $5.3M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +29.4% | 35,351 | $5.2M |
| Affiance Financial, LLC | 1.41% | Add +439.1% | 35,200 | $5.2M |
| Horizon Investments, LLC | 0.14% | Add +31.9% | 35,060 | $5.2M |
| PFG Advisors | 0.38% | Reduce -48.5% | 35,058 | $5.2M |
| Baker Avenue Asset Management, LP | 0.20% | Add +2.4% | 34,804 | $5.1M |
| Kennicott Capital Management LLC | 2.26% | Add +10.5% | 34,539 | $5.1M |
| HRT Financial LP | 0.03% | New | 34,455 | $5.1M |
| WT Wealth Management | 1.82% | Add +6.7% | 34,440 | $5.1M |
| Denver Wealth Management, Inc. | 2.60% | Reduce -34.6% | 34,432 | $5.1M |
| Focus Financial Network, Inc. | 0.25% | — | 36,588 | $5.1M |
| Financial Counselors Inc. | 0.09% | Reduce -1.0% | 34,171 | $5.0M |
| Elevation Point Wealth Partners, LLC | 0.39% | Add +4.3% | 34,130 | $5.0M |
| Sharper & Granite LLC | 2.42% | Add +8.7% | 34,934 | $5.0M |
| Great Valley Advisor Group, Inc. | 0.15% | Add +8.2% | 33,864 | $5.0M |
| Privium Fund Management (UK) Ltd | 2.48% | Reduce -26.1% | 34,617 | $5.0M |
| Vectors Research Management, LLC | 1.40% | Reduce -30.4% | 33,650 | $5.0M |
| Northeast Financial Consultants Inc | 0.24% | Add +4.3% | 33,644 | $5.0M |
| Shira Ridge Wealth Management | 2.84% | Reduce -5.1% | 33,638 | $5.0M |
| Innova Wealth Partners | 3.83% | Add +1.5% | 33,553 | $5.0M |
| Magnus Financial Group LLC | 0.59% | Add +14.9% | 33,504 | $4.9M |
| Bfsg, LLC | 0.65% | Add +5.3% | 33,323 | $4.9M |
| Ferguson Wellman Capital Management, Inc. | 0.10% | Add +4.3% | 33,214 | $4.9M |
| CX Institutional | 0.23% | Reduce -42.0% | 32,969 | $4.9M |
| Atlas Capital Advisors Inc. | 0.76% | Add +25.1% | 32,885 | $4.9M |
| One Charles Private Wealth Services, LLC | 2.11% | Add +0.9% | 32,839 | $4.9M |
| WESPAC Advisors SoCal, LLC | 1.27% | Add +67.6% | 32,795 | $4.8M |
| Waverly Advisors, LLC | 0.11% | Add +997.2% | 32,763 | $4.8M |
| Choate Investment Advisors | 0.13% | Add +1.4% | 32,645 | $4.8M |
| Venturi Wealth Management, LLC | 0.31% | Add +22.4% | 32,428 | $4.8M |
| Sowell Financial Services LLC | 0.22% | Reduce -14.4% | 32,230 | $4.8M |
| Intrua Financial, LLC | 0.74% | Add +14.5% | 32,181 | $4.8M |
| Keybank National Association | 0.02% | Reduce -0.6% | 31,921 | $4.7M |
| Dorsey & Whitney Trust CO LLC | 0.32% | Reduce -12.9% | 31,492 | $4.7M |
| Harbour Investments, Inc. | 0.16% | Add +5.8% | 31,456 | $4.6M |
| First Horizon Advisors, Inc. | 0.14% | Add +1.3% | 31,361 | $4.6M |
| B&D White Capital Company, LLC | 1.03% | Add +5.5% | 31,337 | $4.6M |
| Berkshire Money Management, Inc. | 0.55% | Reduce -13.9% | 31,067 | $4.6M |
| Tandem Wealth Advisors LLC | 2.51% | Add +0.9% | 31,218 | $4.6M |
| Zurich Insurance Group Ltd | 0.04% | Reduce -30.7% | 31,951 | $4.6M |
| BBJS Financial Advisors, LLC | 1.61% | Reduce -11.3% | 30,633 | $4.5M |
| Bray Capital Advisors | 1.14% | Reduce -0.4% | 30,380 | $4.5M |
| Brandywine Oak Private Wealth LLC | 0.47% | Reduce -0.1% | 30,297 | $4.5M |
| Bleakley Financial Group, LLC | 0.13% | Add +1.6% | 30,235 | $4.5M |
| Granite Harbor Advisors, Inc. | 3.04% | Add +2.2% | 30,175 | $4.5M |
| Masso Torrence Wealth Management Inc. | 2.64% | Add +1576.1% | 30,086 | $4.4M |
| Brookstone Capital Management | 0.08% | Add +18.4% | 30,068 | $4.4M |
| Jane Street Group, LLC | 0.01% | Add +728.4% | 30,053 | $4.4M |
| One Wealth Map LLC | 2.93% | Reduce -10.5% | 31,798 | $4.4M |
| Canada Pension Plan Investment Board | 0.00% | No change | 30,000 | $4.4M |
| AdvisorShares Investments LLC | 0.82% | New | 29,986 | $4.4M |
| LM Advisors LLC | 0.78% | Add +4.8% | 29,945 | $4.4M |
| SteelPeak Wealth, LLC | 0.23% | Add +53.6% | 29,859 | $4.4M |
| Alpha Family Trust | 2.66% | No change | 30,068 | $4.4M |
| BBR Partners, LLC | 0.35% | No change | 29,689 | $4.4M |
| Sound View Wealth Advisors Group, LLC | 0.47% | Reduce -15.8% | 29,663 | $4.4M |
| Trust Co | 0.57% | Reduce -15.4% | 29,536 | $4.4M |
| Cary Street Partners Investment Advisory LLC | 0.18% | Add +12.2% | 29,465 | $4.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -12.0% | 29,443 | $4.3M |
| Rockingstone Advisors LLC | 2.24% | Reduce -1.3% | 29,402 | $4.3M |
| IFG Advisory, LLC | 0.32% | Add +20.3% | 29,045 | $4.3M |
| Csenge Advisory Group | 0.24% | Add +35.4% | 28,815 | $4.3M |
| DRW Securities, LLC | 0.24% | Reduce -60.0% | 28,794 | $4.3M |
| Forbes Financial Planning, Inc. | 3.65% | Reduce -6.0% | 28,755 | $4.2M |
| Benedict Financial Advisors Inc. | 1.07% | Reduce -0.8% | 28,568 | $4.2M |
| First Trust Investment Solutions L.P. | 0.74% | Add +3.6% | 28,561 | $4.2M |
| San Luis Wealth Advisors LLC | 2.21% | Add +2.5% | 28,474 | $4.2M |
| Cooksen Wealth, LLC | 4.37% | Add +8.9% | 28,424 | $4.2M |
| Algorithmic Investment Models, LLC | 3.08% | Reduce -12.7% | 28,336 | $4.2M |
| Theory Financial LLC | 2.12% | New | 28,208 | $4.2M |
| Wealthfront Advisers LLC | 0.01% | Add +13.0% | 28,199 | $4.2M |
| GoalFusion Wealth Management, LLC | 2.64% | Add +0.2% | 28,053 | $4.1M |
| Prospera Financial Services Inc | 0.12% | Add +9.0% | 28,004 | $4.1M |
| Treynor Bancshares, Inc. | 2.40% | Reduce -1.7% | 27,954 | $4.1M |
| Transamerica Financial Advisors, LLC | 0.42% | Add +102.7% | 27,876 | $4.1M |
| Financial Freedom, LLC | 2.44% | Add +45.1% | 27,874 | $4.1M |
| Deane Retirement Strategies, Inc. | 2.09% | Reduce -71.6% | 27,872 | $4.1M |
| Flagship Private Wealth, LLC | 2.63% | Add +19.4% | 27,631 | $4.1M |
| Mechanics Bank Trust Department | 0.60% | Reduce -9.3% | 27,473 | $4.1M |
| Vivid Wealth Management, LLC | 2.53% | Add +0.3% | 27,413 | $4.0M |
| Wela Strategies, Inc. | 1.91% | Reduce -23.0% | 27,378 | $4.0M |
| FPC Investment Advisory, Inc. | 3.98% | — | 28,688 | $4.0M |
| Investors Asset Management of Georgia Inc. /Ga/ | 1.89% | Add +0.2% | 27,221 | $4.0M |
| Stratos Wealth Advisors, LLC | 0.24% | Add +17.8% | 27,179 | $4.0M |
| Penserra Capital Management LLC | 0.05% | Add +24.6% | 27,139 | $4.0M |
| Benjamin F. Edwards & Company, Inc. | 0.07% | Add +2.3% | 27,122 | $4.0M |
| Leuthold Group, LLC | 0.45% | Reduce -6.4% | 26,972 | $4.0M |
| Stockman Wealth Management, Inc. | 0.70% | Add +6.7% | 26,893 | $4.0M |
| Capstone Wealth Management Group, LLC | 2.82% | Add +10.0% | 26,610 | $3.9M |
| Associated Banc-Corp | 0.12% | Add +1.2% | 26,476 | $3.9M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -3.0% | 26,305 | $3.9M |
| United Asset Strategies, Inc. | 0.39% | Reduce -11.8% | 26,253 | $3.9M |
| Tiaa Trust, National Association | 0.01% | Reduce -3.4% | 26,184 | $3.9M |
| BlueCrest Capital Management Ltd | 1.91% | New | 25,781 | $3.8M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Reduce -7.5% | 25,743 | $3.8M |
| WealthCare Investment Partners, LLC | 1.83% | Add +7.1% | 25,636 | $3.8M |
| Hilltop Holdings Inc. | 0.42% | Add +154.1% | 25,566 | $3.8M |
| Correct Capital Wealth Management | 0.87% | Reduce -9.2% | 25,471 | $3.8M |
| Sentinel Trust Co. Lba | 0.48% | No change | 25,314 | $3.7M |
| Edge Capital Group, LLC | 0.19% | New | 25,227 | $3.7M |
| Nwi Management LP | 0.51% | No change | 25,000 | $3.7M |
| Essex LLC | 0.84% | Add +6.5% | 24,740 | $3.7M |
| IMC-Chicago, LLC | 0.13% | Add +12.0% | 24,718 | $3.7M |
| Fiduciary Group, LLC | 0.40% | Add +5.1% | 24,690 | $3.6M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 5.76% | Reduce -21.9% | 24,608 | $3.6M |
| Cornerstone Advisors, LLC | 0.15% | New | 24,400 | $3.6M |
| Laraway Financial Advisors Inc | 3.17% | Reduce -1.3% | 24,369 | $3.6M |
| Tritonpoint Wealth, LLC | 0.38% | Add +57.4% | 42,607 | $3.6M |
| Capital Investment Advisory Services, LLC | 0.38% | Reduce -7.0% | 24,269 | $3.6M |
| Bay Rivers Group | 1.97% | Reduce -0.6% | 24,250 | $3.6M |
| Parallax Volatility Advisers, L.P. | 0.12% | Add +2422100.0% | 24,222 | $3.6M |
| Wealthcare Advisory Partners LLC | 0.12% | Add +32.5% | 24,203 | $3.6M |
| Certuity, LLC | 0.32% | Add +1.9% | 24,158 | $3.6M |
| WASHINGTON TRUST Co | 0.13% | Reduce -3.6% | 24,141 | $3.6M |
| First Financial Bank - Trust Division | 0.34% | Add +3.5% | 24,136 | $3.6M |
| Consilio Wealth Advisors, LLC | 1.65% | Reduce -0.5% | 23,820 | $3.5M |
| Herbst Group, LLC | 2.17% | Add +0.9% | 23,733 | $3.5M |
| Realta Investment Advisors | 0.72% | Add +74.2% | 23,728 | $3.5M |
| Canton Hathaway, LLC | 0.94% | Add +1.3% | 23,713 | $3.5M |
| Jackson, Grant Investment Advisers, Inc. | 1.43% | Reduce -3.5% | 23,691 | $3.5M |
| TruWealth Advisors, LLC | 0.24% | Add +1.5% | 23,677 | $3.5M |
| Ameritas Advisory Services, LLC | 0.14% | Add +15.9% | 24,463 | $3.5M |
| Soltis Investment Advisors LLC | 0.39% | Add +26.6% | 23,628 | $3.5M |
| Lodge Hill Capital, LLC | 1.33% | New | 23,500 | $3.5M |
| Circle Wealth Management, LLC | 0.09% | Reduce -0.9% | 23,461 | $3.5M |
| EPG Wealth Management LLC | 0.85% | Add +0.1% | 23,444 | $3.5M |
| Money Concepts Capital Corp. | 0.32% | Add +79.4% | 23,443 | $3.5M |
| Meeder Asset Management Inc. | 0.22% | Add +9.7% | 23,433 | $3.5M |
| Alpha Cubed Investments, LLC | 0.18% | Reduce -25.9% | 23,425 | $3.5M |
| Dynamic Advisor Solutions LLC | 0.12% | Reduce -9.7% | 23,371 | $3.5M |
| M&T Bank Corp | 0.01% | Reduce -1.8% | 23,343 | $3.4M |
| Colton Groome Financial Advisors, LLC | 1.38% | Add +5.8% | 23,215 | $3.4M |
| Sfmg, LLC | 0.29% | No change | 23,145 | $3.4M |
| AdvisorNet Financial, Inc | 0.33% | Add +3.4% | 23,096 | $3.4M |
| Lyell Wealth Management, LP | 0.35% | Add +5.9% | 23,053 | $3.4M |
| New England Private Wealth Advisors LLC | 0.60% | Add +5.3% | 23,108 | $3.4M |
| AlphaQ Advisors LLC | 2.04% | Reduce -1.0% | 22,920 | $3.4M |
| Delos Wealth Advisors, LLC | 3.80% | Reduce -9.9% | 22,909 | $3.4M |
| Lincoln National Corp. | 0.05% | Add +13.2% | 22,906 | $3.4M |
| Laidlaw Wealth Management LLC | 1.87% | Reduce -1.7% | 22,703 | $3.4M |
| Badgley Phelps Wealth Managers, LLC | 0.08% | Reduce -9.3% | 22,651 | $3.3M |
| James Investment Research, Inc. | 0.40% | Reduce -2.5% | 22,601 | $3.3M |
| Certified Advisory Corp | 0.46% | Add +0.9% | 22,439 | $3.3M |
| MontVue Capital Management, Inc. | 2.92% | Reduce -1.1% | 22,353 | $3.3M |
| Moloney Securities Asset Management, LLC | 0.50% | Add +5.6% | 22,256 | $3.3M |
| Principal Financial Group Inc. | 0.00% | No change | 22,211 | $3.3M |
| D.A. Davidson & Co. | 0.03% | Reduce -46.9% | 22,162 | $3.3M |
| Clear Creek Financial Management, LLC | 0.42% | Add +3.9% | 22,192 | $3.3M |
| Econ Financial Services Corp | 2.01% | Add +337.9% | 21,924 | $3.2M |
| JFS Wealth Advisors, LLC | 0.26% | Add +4.1% | 21,853 | $3.2M |
| New England Capital Financial Advisors LLC | 1.82% | Add +6.1% | 21,795 | $3.2M |
| Means Investment Co., Inc. | 0.41% | Add +56.9% | 21,713 | $3.2M |
| Nwam LLC | 0.26% | Add +17.5% | 22,454 | $3.2M |
| Principal Securities, Inc. | 0.10% | Add +12.9% | 21,537 | $3.2M |
| AMG National Trust Bank | 0.09% | Add +2.1% | 21,527 | $3.2M |
| Bank of Marin | 2.79% | Reduce -1.4% | 21,467 | $3.2M |
| WESPAC Advisors, LLC | 1.85% | Reduce -9.3% | 21,450 | $3.2M |
| Principle Wealth Partners LLC | 0.25% | Reduce -0.3% | 21,374 | $3.2M |
| MTM Investment Management, LLC | 1.29% | Add +0.6% | 21,168 | $3.1M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -7.0% | 21,327 | $3.1M |
| Chesapeake Wealth Management | 1.13% | Add +1.2% | 21,068 | $3.1M |
| First National Bank of Hutchinson | 2.07% | No change | 20,973 | $3.1M |
| Richard W. Paul & Associates, LLC | 1.23% | Reduce -28.8% | 20,929 | $3.1M |
| Edmond DE Rothschild Holding S.A. | 0.05% | Add +421.5% | 20,901 | $3.1M |
| Providence First Trust Co | 1.34% | No change | 20,867 | $3.1M |
| Magnolia Capital Management Ltd. | 2.61% | Reduce -0.7% | 20,834 | $3.1M |
| Regal Investment Advisors LLC | 0.21% | Add +31.4% | 20,811 | $3.1M |
| Moulton Wealth Management, Inc. | 3.22% | New | 20,802 | $3.1M |
| Lake Hills Wealth Management, LLC | 2.75% | Reduce -7.8% | 20,701 | $3.1M |
| Rockport Wealth LLC | 2.04% | — | 20,809 | $3.1M |
| Dodds Wealth, LLC | 1.23% | Add +9.3% | 20,512 | $3.0M |
| Edgestream Partners, L.P. | 0.15% | Add +10.9% | 20,502 | $3.0M |
| Apexium Financial, LP | 0.23% | Add +5.6% | 20,448 | $3.0M |
| Boltwood Capital Management | 0.93% | Reduce -2.4% | 20,393 | $3.0M |
| Salem Investment Counselors Inc. | 0.10% | Reduce -0.0% | 20,381 | $3.0M |
| Verus Capital Partners, LLC | 0.33% | Reduce -18.4% | 20,372 | $3.0M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +16.2% | 20,275 | $3.0M |
| Capitol Family Office, Inc. | 3.87% | Reduce -3.6% | 20,240 | $3.0M |
| Strategy Asset Managers LLC | 0.64% | Add +4.7% | 20,168 | $3.0M |
| Susquehanna International Group Ltd. | 0.70% | New | 20,158 | $3.0M |
| Berger Financial Group, Inc | 0.24% | Add +701.7% | 20,074 | $3.0M |
| Nations Financial Group Inc, /Ia/ | 0.25% | Add +1.9% | 20,009 | $3.0M |
| Belpointe Asset Management LLC | 0.22% | Add +2.7% | 19,991 | $3.0M |
| Joseph P. Lucia & Associates, LLC | 1.58% | Add +83.0% | 19,921 | $2.9M |
| Two Sigma Securities, LLC | 0.14% | Reduce -38.7% | 19,919 | $2.9M |
| Nelson Capital Management, LLC | 0.56% | Reduce -9.2% | 19,898 | $2.9M |
| Steward Partners Investment Solutions, LLC | 0.49% | Reduce -4.2% | 19,797 | $2.9M |
| Crumly & Associates Inc. | 0.77% | Reduce -66.3% | 19,731 | $2.9M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -8.1% | 19,653 | $2.9M |
| Grassi Investment Management | 0.26% | Add +0.5% | 19,639 | $2.9M |
| Interactive Financial Advisors, Inc. | 1.60% | Reduce -91.7% | 19,586 | $2.9M |
| Westside Investment Management, Inc. | 0.68% | Add +7.4% | 19,220 | $2.8M |
| Transform Wealth, LLC | 0.27% | Add +14.2% | 19,114 | $2.8M |
| Activest Wealth Management | 1.35% | Reduce -15.5% | 18,954 | $2.8M |
| Zullo Investment Group, Inc. | 1.31% | Add +2.7% | 18,864 | $2.8M |
| Johnson Investment Counsel Inc. | 0.03% | Reduce -1.0% | 18,838 | $2.8M |
| Knollwood Investment Advisory, LLC | 0.50% | No change | 18,830 | $2.8M |
| Cresta Advisors, Ltd. | 1.76% | Add +3.5% | 18,810 | $2.8M |
| Sandy Spring Bank | 0.13% | Reduce -3.4% | 18,793 | $2.8M |
| Nvwm, LLC | 0.76% | Reduce -1.9% | 18,746 | $2.8M |
| Advocacy Wealth Management, LLC | 0.24% | Reduce -80.2% | 18,705 | $2.8M |
| Procyon Advisors, LLC | 0.21% | Reduce -6.3% | 18,684 | $2.8M |
| Pettinga Financial Advisors LLC | 0.70% | Reduce -37.7% | 18,604 | $2.7M |
| Householder Group Estate & Retirement Specialist, LLC | 0.82% | Add +2.9% | 18,550 | $2.7M |
| 9258 Wealth Management, LLC | 0.42% | Add +0.6% | 18,422 | $2.7M |
| Stonebridge Financial Planning Group, LLC | 1.44% | Reduce -1.6% | 18,421 | $2.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Reduce -14.9% | 18,422 | $2.7M |
| Montecito Bank & Trust | 0.54% | Reduce -8.8% | 18,405 | $2.7M |
| Birchcreek Wealth Management, LLC | 1.43% | Add +1.8% | 18,398 | $2.7M |
| Level Four Advisory Services, LLC | 0.15% | No change | 19,798 | $2.7M |
| Wealth Quarterback LLC | 1.50% | Reduce -6.5% | 18,196 | $2.7M |
| Avalon Trust Co | 0.22% | No change | 18,162 | $2.7M |
| Amarillo National Bank | 0.50% | No change | 18,072 | $2.7M |
| Donald L. Hagan, LLC | 1.40% | Add +31.9% | 17,983 | $2.7M |
| Weatherly Asset Management L. P. | 0.26% | Reduce -0.6% | 17,953 | $2.7M |
| Windsor Capital Management, LLC | 0.82% | Add +0.3% | 17,919 | $2.6M |
| Sierra Capital LLC | 0.35% | Add +143.9% | 17,911 | $2.6M |
| Alerus Financial NA | 0.20% | Add +1005.3% | 17,873 | $2.6M |
| Credit Agricole S A | 0.04% | Add +2.9% | 18,919 | $2.6M |
| Crew Capital Management, Ltd | 2.12% | Reduce -44.0% | 17,648 | $2.6M |
| Elevated Capital Advisors, LLC | 0.74% | Add +1.4% | 17,493 | $2.6M |
| Ieq Capital, LLC | 0.04% | Reduce -67.6% | 17,330 | $2.6M |
| IFP Advisors, Inc | 0.11% | Reduce -0.3% | 17,307 | $2.6M |
| Ellis Investment Partners, LLC | 0.55% | Reduce -4.0% | 17,222 | $2.5M |
| CreativeOne Wealth, LLC | 0.10% | Add +49.8% | 17,146 | $2.5M |
| One Day In July LLC | 0.34% | Add +1.9% | 17,143 | $2.5M |
| Colonial River Investments, LLC | 1.43% | Add +14.2% | 17,136 | $2.5M |
| Lionsbridge Wealth Management LLC | 1.95% | New | 17,095 | $2.5M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.03% | Add +0.0% | 17,056 | $2.5M |
| GenTrust, LLC | 0.15% | New | 17,020 | $2.5M |
| Marion Wealth Management | 0.75% | Reduce -0.6% | 17,001 | $2.5M |
| Ratio Wealth Group | 0.47% | Reduce -0.6% | 16,904 | $2.5M |
| Visionary Wealth Advisors | 0.17% | Add +199.5% | 16,894 | $2.5M |
| NorthRock Partners, LLC | 0.10% | Reduce -9.7% | 16,874 | $2.5M |
| Gsa Capital Partners LLP | 0.20% | Reduce -50.3% | 16,863 | $2.5M |
| Avitas Wealth Management LLC | 0.38% | Reduce -1.9% | 16,804 | $2.5M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -26.5% | 16,699 | $2.5M |
| Wintrust Investments LLC | 0.22% | Add +2.9% | 16,574 | $2.4M |
| Mackenzie Financial Corp. | 0.00% | Add +175.7% | 16,525 | $2.4M |
| Whittier Trust Co. | 0.04% | Add +25.1% | 16,493 | $2.4M |
| Fagan Associates, Inc. | 0.46% | Reduce -0.7% | 16,480 | $2.4M |
| BTG Pactual Global Asset Management Ltd | 0.77% | New | 16,422 | $2.4M |
| Intrepid Financial Planning Group LLC | 1.04% | Add +0.1% | 16,374 | $2.4M |
| Synovus Financial Corp. | 0.03% | Reduce -22.9% | 16,353 | $2.4M |
| Access Financial Services, Inc. | 1.08% | Add +3.9% | 16,344 | $2.4M |
| Proffitt & Goodson Inc. | 0.43% | Reduce -6.4% | 16,334 | $2.4M |
| Kanawha Capital Management LLC | 0.19% | Reduce -0.8% | 16,321 | $2.4M |
| PFG Investments, LLC | 0.14% | Add +215.7% | 16,111 | $2.4M |
| Hoylecohen, LLC | 0.18% | Add +0.4% | 15,853 | $2.3M |
| Butensky & Cohen Financial Security, Inc. | 0.73% | Add +0.8% | 15,838 | $2.3M |
| Capital Investment Counsel, Inc | 0.40% | Reduce -4.2% | 15,815 | $2.3M |
| Envision Financial Planning, LLC | 1.87% | Add +2.5% | 15,676 | $2.3M |
| Teamwork Financial Advisors, LLC | 0.36% | Reduce -74.6% | 15,675 | $2.3M |
| MBA Advisors LLC | 1.20% | Reduce -0.6% | 15,662 | $2.3M |
| Marcum Wealth, LLC | 0.23% | Add +1.7% | 15,640 | $2.3M |
| St. Johns Investment Management Company, LLC | 1.10% | Reduce -22.5% | 15,577 | $2.3M |
| McGuire Investment Group, LLC | 0.34% | Add +6.5% | 15,545 | $2.3M |
| Crestwood Advisors Group, LLC | 0.05% | Add +2.3% | 15,494 | $2.3M |
| RiverGlades Family Offices LLC | 1.82% | Reduce -1.4% | 15,971 | $2.3M |
| Fisher Asset Management | 0.00% | Reduce -4.9% | 15,480 | $2.3M |
| Wesbanco Bank Inc. | 0.09% | Add +119.0% | 15,467 | $2.3M |
| Horizon Financial Services, LLC | 1.46% | Add +78.2% | 15,405 | $2.3M |
| Mgo One Seven LLC | 0.12% | Add +5.6% | 15,209 | $2.2M |
| HB Wealth Management, LLC | 0.03% | Reduce -4.3% | 15,152 | $2.2M |
| Snowden Capital Advisors LLC | 0.07% | Add +11.6% | 15,066 | $2.2M |
| First Bancorp, Inc | 1.68% | No change | 15,060 | $2.2M |
| JSF Financial, LLC | 0.70% | Reduce -16.2% | 15,058 | $2.2M |
| Private Portfolio Partners LLC | 0.46% | Add +6.5% | 15,052 | $2.2M |
| Mma Asset Management LLC | 1.04% | Reduce -1.2% | 15,639 | $2.2M |
| Independent Order of Foresters | 1.41% | Reduce -8.3% | 15,015 | $2.2M |
| Macquarie Group Ltd. | 0.00% | Reduce -8.1% | 15,052 | $2.2M |
| Colony Family Offices, LLC | 0.72% | No change | 14,962 | $2.2M |
| Vaughan David Investments LLC | 0.05% | Reduce -17.6% | 14,947 | $2.2M |
| Meridian Investment Counsel Inc. | 0.73% | Reduce -1.4% | 14,905 | $2.2M |
| Sand Hill Global Advisors, LLC | 0.10% | Add +0.3% | 14,845 | $2.2M |
| Jackson Hole Capital Partners, LLC | 0.50% | Reduce -0.6% | 14,827 | $2.2M |
| Calton & Associates, Inc. | 1.06% | Reduce -55.2% | 14,694 | $2.2M |
| 1834 Investment Advisors Co. | 0.26% | Reduce -2.7% | 14,616 | $2.2M |
| Goodman Advisory Group, LLC | 0.68% | Add +214.8% | 14,608 | $2.2M |
| Strategic Blueprint, LLC | 0.15% | Add +14.9% | 14,546 | $2.1M |
| Lindbrook Capital, LLC | 0.20% | Reduce -1.7% | 14,470 | $2.1M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -1.4% | 14,444 | $2.1M |
| McAdam, LLC | 0.14% | Add +24.9% | 14,366 | $2.1M |
| Advisor Resource Council | 0.89% | Reduce -84.0% | 15,431 | $2.1M |
| International Assets Investment Management, LLC | 0.22% | Reduce -15.2% | 14,350 | $2.1M |
| Cutler Group LLC / CA | 1.05% | Add +2864.9% | 14,113 | $2.1M |
| WP Advisors, LLC | 0.68% | Add +0.0% | 14,030 | $2.1M |
| Clarus Wealth Advisors | 1.17% | Add +44.0% | 14,618 | $2.1M |
| Regions Financial Corp. | 0.02% | Reduce -2.9% | 13,912 | $2.1M |
| Tsfg, LLC | 0.51% | Reduce -60.1% | 13,757 | $2.0M |
| Journey Strategic Wealth LLC | 0.09% | Reduce -19.2% | 13,697 | $2.0M |
| American Institute for Advanced Investment Management, LLP | 1.60% | Reduce -1.4% | 13,697 | $2.0M |
| Cypress Capital Group | 0.24% | Reduce -3.9% | 13,688 | $2.0M |
| Bryn Mawr Trust Advisors, LLC | 0.11% | Reduce -0.1% | 13,668 | $2.0M |
| Concentrum Wealth Management | 0.93% | Reduce -0.5% | 13,655 | $2.0M |
| Quattro Financial Advisors LLC | 0.57% | Add +9879.4% | 13,572 | $2.0M |
| Rehmann Capital Advisory Group | 0.15% | Reduce -0.3% | 13,531 | $2.0M |
| WealthPLAN Partners, LLC | 0.21% | Reduce -1.0% | 13,433 | $2.0M |
| Huntington National Bank | 0.02% | Add +6.3% | 13,208 | $2.0M |
| Altus Wealth Group LLC | 0.98% | Add +683.4% | 13,201 | $2.0M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +1.2% | 13,167 | $1.9M |
| ARS Investment Partners, LLC | 0.19% | Reduce -1.2% | 13,098 | $1.9M |
| Jacobi Capital Management LLC | 0.18% | Reduce -26.0% | 13,003 | $1.9M |
| Glenview Trust Co | 0.04% | Add +1.7% | 12,986 | $1.9M |
| Absolute Capital Management, LLC | 1.20% | Reduce -0.7% | 12,781 | $1.9M |
| Caprock Group, LLC | 0.11% | No change | 12,767 | $1.9M |
| WealthBridge Capital Management, LLC | 0.63% | No change | 12,734 | $1.9M |
| Strategic Advisors LLC | 0.37% | Reduce -2.9% | 12,715 | $1.9M |
| Axxcess Wealth Management, LLC | 0.05% | Add +155.7% | 12,681 | $1.9M |
| Horizon Wealth Management, LLC | 0.49% | New | 12,651 | $1.9M |
| ProVise Management Group, LLC | 0.16% | Reduce -10.4% | 12,641 | $1.9M |
| Fortis Group Advisors, LLC | 0.34% | Add +18.3% | 12,609 | $1.9M |
| Highland Capital Management, LLC | 0.11% | Add +22.9% | 12,605 | $1.9M |
| Wilson & Boucher Capital Management, LLC | 1.46% | Add +7.3% | 12,520 | $1.8M |
| Atticus Wealth Management, LLC | 0.60% | Reduce -4.5% | 12,349 | $1.8M |
| Granite Bay Wealth Management, LLC | 1.04% | Reduce -99.8% | 12,330 | $1.8M |
| Fernwood Investment Management, LLC | 0.53% | No change | 12,325 | $1.8M |
| Apollon Financial, LLC | 0.62% | Add +34.5% | 12,243 | $1.8M |
| Bogart Wealth, LLC | 0.09% | Add +5.9% | 12,185 | $1.8M |
| GPS Wealth Strategies Group, LLC | 0.29% | Reduce -1.8% | 12,134 | $1.8M |
| MA Private Wealth | 0.36% | Reduce -0.9% | 12,089 | $1.8M |
| Imprint Wealth LLC | 0.43% | Add +307.0% | 12,156 | $1.8M |
| World Investment Advisors | 0.25% | Reduce -36.9% | 8,172 | $1.8M |
| Lake Street Private Wealth, LLC | 0.25% | Reduce -3.4% | 11,994 | $1.8M |
| Okabena Investment Services Inc. | 0.59% | No change | 11,982 | $1.8M |
| RMR Wealth Builders | 0.21% | Reduce -4.1% | 11,982 | $1.8M |
| Avior Wealth Management, LLC | 0.08% | Add +9149.2% | 11,839 | $1.7M |
| Abbrea Capital, LLC | 0.23% | Add +7.2% | 11,837 | $1.7M |
| Old Mission Capital LLC | 0.04% | Add +87.3% | 11,824 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.3% | 11,777 | $1.7M |
| Glass Jacobson Investment Advisors llc | 0.65% | Reduce -3.5% | 11,706 | $1.7M |
| Brown Advisory Inc. | 0.00% | Reduce -6.5% | 11,673 | $1.7M |
| Schmidt P J Investment Management Inc. | 0.33% | Add +3.3% | 11,673 | $1.7M |
| Purus Wealth Management, LLC | 0.85% | Reduce -2.1% | 11,638 | $1.7M |
| Koshinski Asset Management, Inc. | 0.17% | Reduce -29.7% | 11,545 | $1.7M |
| Roberts Wealth Advisors, LLC | 0.64% | Add +1.4% | 12,280 | $1.7M |
| SMART Wealth LLC | 0.77% | Add +21.0% | 11,512 | $1.7M |
| Wexford Capital LP | 0.35% | Reduce -9.7% | 11,512 | $1.7M |
| Waldron Private Wealth LLC | 0.08% | Add +86.1% | 11,491 | $1.7M |
| Paragon Capital Management Inc. | 1.26% | Reduce -3.0% | 11,440 | $1.7M |
| Private Trust Co. NA | 0.18% | Add +19.5% | 11,429 | $1.7M |
| HBW Advisory Services LLC | 0.31% | No change | 12,314 | $1.7M |
| Oliver Lagore Vanvalin Investment Group | 0.50% | Reduce -10.7% | 11,340 | $1.7M |
| Future Financial Wealth Managment LLC | 1.29% | Add +2.9% | 11,314 | $1.7M |
| Ascent Group, LLC | 0.15% | Reduce -6.6% | 11,306 | $1.7M |
| Oxinas Partners, LLC | 1.08% | Add +2.5% | 11,283 | $1.7M |
| V2 Financial group LLC | 1.13% | Reduce -1.2% | 11,248 | $1.7M |
| M3 Advisory Group, LLC | 1.50% | Add +6.9% | 11,192 | $1.7M |
| Diligent Investors, LLC | 0.41% | Reduce -0.9% | 11,113 | $1.6M |
| Townsquare Capital LLC | 0.02% | Add +75.2% | 11,105 | $1.6M |
| Spirepoint Private Client, LLC | 0.25% | — | 11,102 | $1.6M |
| Plimoth Trust Co. LLC | 0.44% | Reduce -1.7% | 11,085 | $1.6M |
| Rockland Trust Co. | 0.09% | Reduce -8.7% | 10,945 | $1.6M |
| Cypress Capital Management LLC (WY) | 1.75% | No change | 10,867 | $1.6M |
| Cedar Wealth Management, LLC | 0.53% | Reduce -3.9% | 10,865 | $1.6M |
| St. Louis Financial Planners Asset Management, LLC | 1.43% | Add +1.8% | 11,020 | $1.6M |
| Encompass More Asset Management | 1.31% | Add +71.5% | 10,699 | $1.6M |
| Objective Capital Management, LLC | 1.07% | Add +0.1% | 10,683 | $1.6M |
| Evoke Wealth, LLC | 0.05% | Add +110.2% | 10,682 | $1.6M |
| Claro Advisors Inc. | 0.27% | Add +54.3% | 10,552 | $1.6M |
| Hudock, Inc. | 0.34% | Add +5.6% | 10,510 | $1.6M |
| Advisors Management Group Inc. | 0.38% | Add +21.6% | 10,471 | $1.5M |
| Tidemark, LLC | 0.86% | Add +6.8% | 10,385 | $1.5M |
| Centiva Capital, LP | 0.09% | Reduce -23.4% | 10,370 | $1.5M |
| Primoris Wealth Advisors, LLC | 1.22% | Reduce -2.6% | 10,286 | $1.5M |
| Game Plan Financial Advisors, LLC | 0.87% | No change | 10,266 | $1.5M |
| LMCG Investments, LLC | 0.09% | Add +1.1% | 10,221 | $1.5M |
| Aptus Capital Advisors, LLC | 0.03% | Add +34.7% | 10,177 | $1.5M |
| Cranbrook Wealth Management, LLC | 0.38% | Add +4.9% | 10,162 | $1.5M |
| Insigneo Advisory Services, LLC | 0.18% | Add +0.9% | 10,130 | $1.5M |
| Thomasville National Bank | 0.12% | No change | 10,110 | $1.5M |
| Alterna Wealth Management, Inc. | 1.21% | New | 10,079 | $1.5M |
| Chemistry Wealth Management LLC | 0.40% | Reduce -0.4% | 10,070 | $1.5M |
| AE Wealth Management LLC | 0.02% | Reduce -92.2% | 10,057 | $1.5M |
| Advisory Resource Group | 0.34% | Add +12.8% | 10,051 | $1.5M |
| Family Asset Management, LLC | 0.93% | Add +74.4% | 10,040 | $1.5M |
| Cornerstone Wealth Management, LLC | 0.12% | Reduce -3.0% | 9,926 | $1.5M |
| Palumbo Wealth Management LLC | 0.66% | Add +0.0% | 9,925 | $1.5M |
| Janney Capital Management LLC | 0.10% | Add +7.7% | 9,896 | $1.5M |
| Clearstead Advisors, LLC | 0.07% | Add +55.2% | 10,172 | $1.5M |
| Sage Capital Management, LLC | 0.79% | Add +0.3% | 9,855 | $1.5M |
| Deutsche Bank AG | 0.00% | Add +34.4% | 9,840 | $1.5M |
| Greenwood Capital Associates LLC | 0.19% | Reduce -5.3% | 9,757 | $1.4M |
| Vontobel Holding Ltd. | 0.01% | Reduce -10.0% | 9,752 | $1.4M |
| Exencial Wealth Advisors, LLC | 0.05% | Reduce -8.3% | 9,740 | $1.4M |
| Birinyi Associates Inc. | 0.47% | Add +0.0% | 9,706 | $1.4M |
| Hillcrest Wealth Advisors - NY, LLC | 0.78% | Reduce -9.3% | 9,700 | $1.4M |
| Florida Financial Advisors, LLC | 1.05% | Add +49.2% | 9,680 | $1.4M |
| Eagle Strategies LLC | 0.32% | New | 9,670 | $1.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -8.2% | 9,643 | $1.4M |
| Gallagher Fiduciary Advisors, LLC | 0.05% | Reduce -7.2% | 9,626 | $1.4M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -1.2% | 9,616 | $1.4M |
| Camelot Technology Advisors, Inc. | 1.32% | Reduce -4.6% | 9,608 | $1.4M |
| Pine Valley Investments Ltd Liability Co | 0.11% | Reduce -1.2% | 9,592 | $1.4M |
| RPg Family Wealth Advisory, LLC | 0.45% | Reduce -2.7% | 9,563 | $1.4M |
| Bramshill Investments, LLC | 0.17% | No change | 9,538 | $1.4M |
| Wolverine Trading, LLC | 0.01% | Reduce -44.7% | 9,524 | $1.4M |
| Acima Private Wealth, LLC | 0.52% | No change | 9,515 | $1.4M |
| Roman Butler Fullerton & Co. | 0.53% | Reduce -12.0% | 10,076 | $1.4M |
| Hartline Investment Corp./ | 0.25% | New | 9,500 | $1.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.25% | Add +1.8% | 9,500 | $1.4M |
| Central Bank & Trust Co. | 0.20% | Reduce -18.9% | 9,411 | $1.4M |
| Arkadios Wealth Advisors | 0.11% | Reduce -2.4% | 9,405 | $1.4M |
| Arrow Financial Corp | 0.14% | No change | 9,382 | $1.4M |
| NBT Bank, N.A. | 0.10% | Reduce -1.5% | 9,370 | $1.4M |
| Ranch Capital Advisors Inc. | 0.75% | Add +5.4% | 9,356 | $1.4M |
| Windham Capital Management, LLC | 1.09% | No change | 9,337 | $1.4M |
| Schorn Wealth LLC | 0.52% | Add +8.9% | 9,309 | $1.4M |
| Massachusetts Wealth Management | 0.96% | Add +60.2% | 9,201 | $1.4M |
| Perennial Investment Advisors, LLC | 0.21% | Add +0.2% | 9,191 | $1.4M |
| Smith, Moore & Co. | 0.14% | Add +10.8% | 9,181 | $1.4M |
| Zimmermann Investment Management & Planning LLC | 0.49% | Add +1.9% | 9,156 | $1.4M |
| CMG Global Holdings, LLC | 0.93% | No change | 9,144 | $1.4M |
| Lodestar Private Asset Management LLC | 0.19% | Add +18.5% | 9,134 | $1.3M |
| Capital Management Associates | 1.60% | Add +97.8% | 9,099 | $1.3M |
| Abbot Financial Management, Inc. | 0.74% | No change | 9,095 | $1.3M |
| Trifecta Capital Advisors, LLC | 0.32% | Reduce -1.2% | 9,036 | $1.3M |
| OneAscent Financial Services LLC | 0.15% | Reduce -65.9% | 9,004 | $1.3M |
| Rovin Capital /Ut/ | 0.54% | Add +9.4% | 8,965 | $1.3M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +3.4% | 8,942 | $1.3M |
| Chatham Capital Group, Inc. | 0.24% | Add +0.6% | 8,740 | $1.3M |
| LVZ, Inc. | 0.18% | New | 8,725 | $1.3M |
| Phillips Wealth Planners LLC | 1.48% | Reduce -19.6% | 9,292 | $1.3M |
| Fulcrum Capital LLC | 0.30% | Reduce -0.4% | 8,700 | $1.3M |
| Milestone Asset Management, LLC | 0.36% | Add +347.5% | 8,588 | $1.3M |
| Ingalls & Snyder LLC | 0.06% | Reduce -9.1% | 8,586 | $1.3M |
| FRG Family Wealth Advisors LLC | 0.25% | Add +23.4% | 9,007 | $1.3M |
| Point Windward Advisors Inc. | 0.52% | Add +187.8% | 8,535 | $1.3M |
| Redwood Financial Network Corp | 1.10% | Reduce -7.9% | 8,525 | $1.3M |
| Legacy Advisors, LLC | 0.16% | Add +0.3% | 8,513 | $1.3M |
| Manhattan West Asset Management, LLC | 0.30% | Add +43.1% | 8,481 | $1.3M |
| Bristlecone Advisors, LLC | 0.11% | Reduce -0.2% | 8,425 | $1.2M |
| Compound Planning, Inc. | 0.11% | Add +95.4% | 8,423 | $1.2M |
| Mill Creek Capital Advisors, LLC | 0.03% | Add +0.4% | 8,374 | $1.2M |
| SOL Capital Management CO | 0.16% | Reduce -2.3% | 8,364 | $1.2M |
| Smith Salley Wealth Management | 0.10% | Add +5.9% | 8,366 | $1.2M |
| Lazard Asset Management LLC | 0.00% | No change | 8,295 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +2.8% | 8,281 | $1.2M |
| Interchange Capital Partners, LLC | 0.82% | Add +5.0% | 8,267 | $1.2M |
| Rathbones Group PLC | 0.01% | Add +2.5% | 8,250 | $1.2M |
| &partners | 0.17% | New | 8,214 | $1.2M |
| FineMark National Bank & Trust | 0.05% | Add +28.7% | 8,214 | $1.2M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -13.9% | 8,213 | $1.2M |
| First National Trust Co | 0.05% | Reduce -4.1% | 8,211 | $1.2M |
| Bright Futures Wealth Management, LLC. | 0.66% | — | 8,306 | $1.2M |
| Moors & Cabot, Inc. | 0.07% | Add +5.6% | 8,166 | $1.2M |
| Denver PWM, LLC | 0.47% | Reduce -97.2% | 8,461 | $1.2M |
| Narwhal Capital Management | 0.12% | Add +0.7% | 8,148 | $1.2M |
| LCNB Corp. | 0.43% | No change | 8,130 | $1.2M |
| LBMC Investment Advisors, LLC | 0.10% | No change | 8,122 | $1.2M |
| Pinnacle Financial Partners Inc | 0.03% | Add +12.9% | 8,047 | $1.2M |
| Brighton Jones LLC | 0.04% | Reduce -0.9% | 8,035 | $1.2M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -3.6% | 8,027 | $1.2M |
| First International Bank & Trust | 0.41% | No change | 8,025 | $1.2M |
| Parallel Advisors, LLC | 0.03% | Add +7.9% | 8,023 | $1.2M |
| Lanark Financial, Inc. | 0.11% | Reduce -1.6% | 8,001 | $1.2M |
| Laurel Wealth Advisors LLC | 0.20% | Reduce -0.4% | 7,901 | $1.2M |
| Narus Financial Partners, LLC | 0.50% | Reduce -2.0% | 7,880 | $1.2M |
| Ledyard National Bank | 0.11% | Reduce -3.5% | 7,876 | $1.2M |
| Girard Partners LTD. | 0.11% | Reduce -71.4% | 7,855 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -1.2% | 7,833 | $1.2M |
| Bailard, Inc. | 0.03% | Reduce -9.5% | 7,829 | $1.2M |
| Hollencrest Capital Management | 0.05% | Add +0.0% | 7,746 | $1.1M |
| Vantage Financial Partners, LLC | 0.30% | New | 7,669 | $1.1M |
| Midwest Financial Group LLC | 0.75% | Add +3.5% | 7,593 | $1.1M |
| Good Life Advisors, LLC | 0.10% | Reduce -10.6% | 7,592 | $1.1M |
| Consolidated Portfolio Review Corp | 0.29% | Reduce -9.4% | 7,562 | $1.1M |
| Keel Point, LLC | 0.11% | Add +12.1% | 7,479 | $1.1M |
| Millennium Management | 0.00% | Reduce -85.0% | 7,445 | $1.1M |
| Heartwood Wealth Advisors LLC | 0.14% | Add +5.5% | 7,437 | $1.1M |
| SVB Wealth LLC | 0.02% | Add +2.7% | 7,424 | $1.1M |
| Cornerstone Capital, Inc. | 0.11% | Reduce -21.8% | 7,413 | $1.1M |
| Aberdeen Wealth Management LLC | 0.64% | No change | 7,396 | $1.1M |
| Strategic Financial Concepts, LLC | 0.26% | Add +56.0% | 7,317 | $1.1M |
| Stegent Equity Advisors, Inc. | 1.10% | Reduce -12.0% | 7,312 | $1.1M |
| Ballentine Partners, LLC | 0.02% | Add +12.9% | 7,309 | $1.1M |
| Castleview Partners, LLC | 0.60% | Add +45.6% | 7,297 | $1.1M |
| Inscription Capital, LLC | 0.18% | Add +9.4% | 7,251 | $1.1M |
| Blue Chip Partners, LLC | 0.10% | Reduce -54.9% | 7,234 | $1.1M |
| Randall & Associates Wealth Management | 0.95% | Add +1.5% | 7,087 | $1.0M |
| Keystone Financial Group | 0.15% | Add +6.8% | 7,063 | $1.0M |
| Twin Tree Management, LP | 0.02% | New | 7,027 | $1.0M |
| Navellier & Associates Inc. | 0.13% | New | 7,022 | $1.0M |
| Roble, Belko & Company, Inc | 0.18% | No change | 7,018 | $1.0M |
| E&G Advisors, LLC | 0.33% | Reduce -10.8% | 7,017 | $1.0M |
| Bridge Advisory, LLC | 0.51% | New | 7,012 | $1.0M |
| Ally Invest Advisors Inc. | 0.10% | Add +26.1% | 7,012 | $1.0M |
| City Center Advisors, LLC | 1.22% | — | 7,010 | $1.0M |
| LVM Capital Management Ltd. | 0.12% | Add +1.2% | 7,000 | $1.0M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -71.0% | 6,987 | $1.0M |
| Marco Investment Management LLC | 0.10% | No change | 6,944 | $1.0M |
| Lokken Investment Group LLC | 0.51% | Reduce -0.7% | 6,914 | $1.0M |
| KFA Private Wealth Group, LLC | 0.32% | Add +17.8% | 6,908 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.8% | 6,848 | $1.0M |
| Altfest L J & Co. Inc. | 0.14% | Add +16.2% | 6,776 | $1.0M |
| Avestar Capital, LLC | 0.11% | Add +48.6% | 6,775 | $1.0M |
| Eastern Bank | 0.04% | Reduce -96.7% | 6,774 | $1.0M |
| Tradition Wealth Management, LLC | 0.10% | Add +0.2% | 6,763 | $999K |
| Magnolia Capital Advisors LLC | 0.83% | Add +16.0% | 7,165 | $996K |
| Waterloo Capital, L.P. | 0.13% | Reduce -10.2% | 6,713 | $992K |
| Saiph Capital, LLC | 0.46% | Add +28.8% | 6,686 | $988K |
| Channel Wealth LLC | 0.39% | Add +4.7% | 6,618 | $978K |
| Zega Financial, LLC | 0.42% | Reduce -10.4% | 6,554 | $968K |
| L.M. Kohn & Company | 0.27% | Reduce -0.3% | 6,452 | $953K |
| Mission Creek Capital Partners, Inc. | 0.25% | Add +0.2% | 6,440 | $951K |
| Private Wealth Strategies, L.L.C. | 0.21% | Reduce -7.2% | 6,435 | $951K |
| Pacific Center for Financial Services | 0.27% | Add +3.4% | 6,432 | $950K |
| Venture Visionary Partners LLC | 0.04% | Reduce -56.5% | 6,420 | $948K |
| MBL Wealth, LLC | 0.11% | New | 6,413 | $947K |
| Coordinated Financial Services, Inc. | 0.84% | — | 6,412 | $947K |
| Arrowroot Family Office, LLC | 0.61% | Reduce -2.0% | 6,404 | $946K |
| Fort Point Capital Partners LLC | 0.13% | Reduce -3.6% | 6,393 | $944K |
| Alpine Global Management, LLC | 0.22% | New | 6,360 | $940K |
| Peterson Wealth Management | 0.68% | Add +4.8% | 6,333 | $936K |
| Fortune Financial Advisors, LLC | 0.60% | New | 6,328 | $935K |
| Hancock Whitney Corp. | 0.03% | Reduce -8.5% | 6,295 | $930K |
| Rollins Financial Advisors, LLC | 0.17% | Add +5.7% | 6,265 | $925K |
| Smith Anglin Financial, LLC | 0.10% | Add +34.6% | 6,260 | $925K |
| Lansing Street Advisors | 0.41% | Reduce -7.6% | 6,248 | $923K |
| Carolinas Wealth Consulting LLC | 0.18% | Add +1.6% | 6,239 | $922K |
| Silver Oak Securities, Incorporated | 0.14% | Reduce -25.7% | 6,237 | $921K |
| Grant/GrossMendelsohn, LLC | 0.43% | Reduce -81.0% | 6,434 | $921K |
| Smartleaf Asset Management LLC | 0.18% | Add +12.2% | 6,218 | $918K |
| Condor Capital Management | 0.09% | Reduce -1.6% | 6,208 | $917K |
| Flow Traders U.S. LLC | 0.05% | New | 6,209 | $917K |
| Cape Investment Advisory, Inc. | 0.43% | Reduce -1.3% | 6,206 | $917K |
| Northstar Advisory Group, LLC | 0.55% | Reduce -85.3% | 6,394 | $916K |
| GYL Financial Synergies, LLC | 0.07% | Reduce -0.2% | 6,153 | $909K |
| Harbor Investment Advisory, LLC | 0.09% | Add +0.3% | 6,124 | $905K |
| Stock Yards Bank & Trust Co. | 0.03% | Add +3.9% | 6,116 | $904K |
| Fidelis Capital Partners, LLC | 0.14% | Reduce -29.2% | 6,105 | $902K |
| Richard Bernstein Advisors LLC | 0.02% | Reduce -10.9% | 6,085 | $899K |
| Montag & Caldwell, LLC | 0.15% | Add +18.4% | 6,066 | $896K |
| Coldstream Capital Management Inc. | 0.02% | Add +100.5% | 6,034 | $891K |
| Mezzasalma Advisors, LLC | 0.42% | Reduce -29.0% | 6,027 | $890K |
| Able Wealth Management LLC | 0.77% | Add +21.1% | 6,008 | $888K |
| Norwood Financial Corp | 1.27% | Reduce -4.3% | 5,970 | $882K |
| Talisman Wealth Advisors LLC | 1.11% | Add +12.5% | 5,966 | $881K |
| Aries Wealth Management | 0.28% | No change | 5,951 | $879K |
| EverSource Wealth Advisors, LLC | 0.07% | Reduce -2.8% | 6,259 | $878K |
| Whalerock Point Partners, LLC | 0.25% | No change | 5,933 | $876K |
| Capital Investment Counsel, LLC | 0.19% | Reduce -4.6% | 5,925 | $875K |
| Country Club Bank | 0.06% | Reduce -0.2% | 5,912 | $873K |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +6.1% | 5,897 | $871K |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -13.7% | 5,878 | $868K |
| Greystone Financial Group, LLC | 0.17% | Add +3.4% | 5,836 | $862K |
| Moneco Advisors, LLC | 0.14% | Add +20.7% | 5,816 | $859K |
| Burford Brothers, Inc. | 0.56% | Reduce -5.4% | 5,798 | $857K |
| Personal Cfo Solutions, LLC | 0.13% | Reduce -17.6% | 5,788 | $855K |
| Insight Advisors, LLC/ PA | 0.17% | Reduce -0.5% | 5,764 | $852K |
| Stonebrook Private Inc. | 0.25% | Add +5.7% | 5,730 | $847K |
| VCI Wealth Management LLC | 0.57% | Reduce -15.9% | 5,723 | $845K |
| Franklin Resources Inc. | 0.00% | Reduce -5.8% | 5,718 | $845K |
| O'ROURKE & COMPANY, Inc | 0.49% | Add +11.6% | 5,714 | $844K |
| Beaumont Financial Advisors, LLC | 0.07% | Reduce -0.0% | 5,701 | $842K |
| Freestone Capital Holdings, LLC | 0.03% | Add +1.1% | 5,697 | $842K |
| First Citizens Bank & Trust Co. | 0.02% | Add +19.3% | 5,657 | $836K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Add +0.7% | 5,645 | $834K |
| NTV Asset Management LLC | 0.13% | Reduce -8.2% | 5,630 | $832K |
| Fsa Wealth Partners, Inc. | 0.21% | New | 5,613 | $829K |
| Quadrant Private Wealth Management, LLC | 0.21% | Reduce -3.7% | 5,603 | $828K |
| JTC Employer Solutions Trustee Ltd | 0.05% | No change | 5,590 | $826K |
| Breed's Hill Capital LLC | 0.75% | No change | 5,542 | $819K |
| Dearborn Partners LLC | 0.04% | Add +4.7% | 5,539 | $818K |
| Watts Gwilliam & Co., LLC | 0.25% | — | 5,668 | $817K |
| Trademark Financial Management, LLC | 0.68% | New | 5,516 | $815K |
| Sage Capital Advisors,llc | 0.24% | Add +7.3% | 5,510 | $814K |
| Court Place Advisors, LLC | 0.26% | Reduce -5.8% | 5,482 | $810K |
| Segment Wealth Management, LLC | 0.06% | Add +0.4% | 5,477 | $809K |
| BNC Wealth Management, LLC | 0.34% | Reduce -12.3% | 5,448 | $805K |
| Prospect Financial Services LLC | 0.66% | Add +32.6% | 5,416 | $800K |
| Foster Dykema Cabot & Partners, LLC | 0.07% | Reduce -96.0% | 5,414 | $800K |
| Navis Wealth Advisors, LLC | 0.96% | Add +0.3% | 5,399 | $798K |
| Sonoma Private Wealth LLC | 1.28% | Add +3.1% | 5,365 | $793K |
| Global Assets Advisory, LLC | 0.48% | Reduce -54.6% | 5,401 | $791K |
| Tyler-Stone Wealth Management | 0.35% | Reduce -4.5% | 5,355 | $791K |
| Occidental Asset Management, LLC | 0.15% | Add +21.7% | 5,331 | $788K |
| Bokf, NA | 0.01% | Add +9.0% | 5,367 | $786K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 5,300 | $783K |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -16.2% | 5,280 | $780K |
| CENTRAL TRUST Co | 0.02% | Reduce -0.5% | 5,265 | $778K |
| Global Financial Private Client, LLC | 0.33% | Add +2.4% | 5,303 | $777K |
| Horizon Family Wealth, Inc. | 0.59% | Reduce -24.7% | 5,204 | $769K |
| MKT Advisors LLC | 0.42% | No change | 5,418 | $767K |
| VanderPol Investments L.L.C. | 2.20% | Reduce -12.5% | 5,187 | $766K |
| OneAscent Wealth Management LLC | 0.29% | Add +55.6% | 5,186 | $766K |
| Patten Group, Inc. | 0.19% | Add +0.5% | 5,185 | $766K |
| Strategic Financial Partners, Ltd. | 0.42% | Reduce -1.8% | 5,183 | $766K |
| DLK Investment Management, LLC | 0.32% | Add +5.0% | 5,130 | $758K |
| Archford Capital Strategies, LLC | 0.13% | Reduce -4.5% | 5,130 | $758K |
| Heritage Wealth Advisors | 0.03% | No change | 5,124 | $757K |
| National Philanthropic Trust | 0.02% | Reduce -0.6% | 5,109 | $755K |
| Marks Group Wealth Management, Inc | 0.08% | Add +5.2% | 5,108 | $755K |
| Clare Market Investments LLC | 0.23% | Add +8.0% | 5,079 | $750K |
| Shufro Rose & Co. LLC | 0.06% | Add +8.1% | 5,064 | $748K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -78.0% | 5,017 | $741K |
| Pettyjohn, Wood & White, Inc. | 0.15% | Add +15.0% | 5,015 | $741K |
| Moody LYNN Lieberson & Walker, LLC | 0.05% | No change | 5,005 | $739K |
| Gruss & Co., LLC | 4.08% | Add +25.0% | 5,000 | $739K |
| GAMCO Investors | 0.01% | No change | 5,000 | $739K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -12.9% | 4,996 | $738K |
| SouthState Bank Corp | 0.06% | No change | 4,984 | $736K |
| Biltmore Family Office, LLC | 0.14% | No change | 4,981 | $736K |
| JBR Co Financial Management Inc | 0.59% | Reduce -4.4% | 4,971 | $734K |
| Panoramic Investment Advisors, LLC | 0.54% | No change | 4,950 | $731K |
| Verdence Capital Advisors LLC | 0.07% | Reduce -1.5% | 4,925 | $728K |
| Peak Financial Advisors LLC | 0.44% | New | 4,915 | $726K |
| NWF Advisory Services Inc. | 0.12% | Add +46.4% | 4,903 | $724K |
| Summit Financial Group, Inc. | 0.26% | Add +0.5% | 4,885 | $722K |
| Everett Harris & Co. | 0.01% | No change | 4,875 | $720K |
| Providence Capital Advisors, LLC | 0.16% | Add +2.1% | 4,867 | $719K |
| Signal Advisors Wealth, LLC | 0.18% | Add +30.0% | 4,866 | $719K |
| Investment Advisory Services Inc. /TX | 0.26% | Add +0.0% | 4,850 | $717K |
| Agate Pass Investment Management, LLC | 0.38% | No change | 4,808 | $710K |
| Intellectus Partners, LLC | 0.19% | Add +5.6% | 4,803 | $710K |
| Cypress Capital, LLC | 0.19% | Reduce -2.1% | 4,797 | $709K |
| Argent Trust Co | 0.03% | Reduce -6.7% | 4,797 | $709K |
| Voya Financial Advisors, Inc. | 0.08% | Reduce -4.2% | 4,796 | $708K |
| Shepherd Financial Partners LLC | 0.09% | Add +11.0% | 4,785 | $707K |
| RTD Financial Advisors, Inc. | 0.10% | Reduce -3.4% | 4,783 | $707K |
| Key Client Fiduciary Advisors, LLC | 0.37% | Reduce -5.5% | 4,779 | $706K |
| Leavell Investment Management, Inc. | 0.04% | New | 4,777 | $706K |
| Contravisory Investment Management, Inc. | 0.16% | Reduce -34.3% | 4,749 | $702K |
| Headlands Technologies LLC | 0.17% | New | 4,713 | $696K |
| Banque Cantonale Vaudoise | 0.03% | Reduce -11.9% | 4,715 | $696K |
| tru Independence LLC | 0.20% | Reduce -59.4% | 4,697 | $694K |
| Journey Advisory Group, LLC | 0.09% | Reduce -3.1% | 4,680 | $691K |
| Second Line Capital, LLC | 0.22% | Reduce -31.4% | 4,671 | $690K |
| Glen Eagle Advisors, LLC | 0.13% | No change | 4,669 | $690K |
| Collaborative Wealth Managment Inc. | 0.35% | Reduce -0.9% | 4,668 | $690K |
| Berkeley Capital Partners, LLC | 0.21% | Reduce -29.5% | 4,663 | $689K |
| West Coast Financial LLC | 0.08% | Add +14.8% | 4,660 | $688K |
| Chilton Capital Management LLC | 0.03% | Add +0.2% | 4,625 | $683K |
| Sequent Asset Management, LLC | 0.36% | No change | 4,617 | $682K |
| Cladis Investment Advisory, LLC | 0.50% | Add +15.7% | 4,610 | $681K |
| American National Bank & Trust | 0.09% | Add +688.5% | 4,581 | $677K |
| Meridian Wealth Advisors, LLC | 0.13% | No change | 4,575 | $676K |
| Noesis Capital Mangement Corp. | 0.15% | Reduce -2.3% | 4,567 | $675K |
| Coulter & Justus Financial Services, LLC | 0.15% | New | 4,567 | $675K |
| Financial & Tax Architects, LLC | 0.19% | Reduce -9.5% | 4,563 | $674K |
| Main Street Financial Solutions, LLC | 0.07% | Add +2.5% | 4,533 | $670K |
| Elm Partners Management LLC | 0.05% | Add +52.6% | 4,519 | $668K |
| Opinicus Capital, Inc. | 0.59% | Add +15.8% | 4,515 | $667K |
| Financial Insights, Inc. | 0.19% | Reduce -3.5% | 4,515 | $667K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +1.8% | 4,507 | $666K |
| Arlington Trust Co LLC | 0.17% | Reduce -4.1% | 4,500 | $665K |
| Orleans Capital Management Corp. | 0.44% | Reduce -60.0% | 4,499 | $665K |
| Signet Financial Management, LLC | 0.09% | Reduce -64.3% | 4,499 | $665K |
| Signaturefd, LLC | 0.01% | Add +26.4% | 4,491 | $663K |
| Empower Advisory Group, LLC | 0.00% | Reduce -6.0% | 4,487 | $663K |
| Clay Northam Wealth Management, LLC | 0.53% | Add +3.2% | 4,482 | $662K |
| Private Capital Management, LLC | 0.07% | Reduce -3.2% | 4,469 | $660K |
| Regent Peak Wealth Advisors LLC | 0.17% | Add +7.2% | 4,436 | $655K |
| QRG Capital Management, Inc. | 0.01% | Reduce -0.1% | 4,428 | $654K |
| Worth Asset Management, LLC | 0.40% | New | 4,423 | $653K |
| TrueWealth Advisors, LLC | 0.25% | Add +4.4% | 4,420 | $653K |
| Source Financial Advisors LLC | 0.20% | Reduce -41.0% | 4,399 | $650K |
| KG Capital Management | 0.26% | Reduce -2.8% | 4,393 | $649K |
| German American Bancorp, Inc. | 0.08% | Reduce -87.5% | 4,372 | $646K |
| Bulltick Wealth Management, LLC | 0.13% | Reduce -1.8% | 4,367 | $645K |
| RPG Investment Advisory, LLC | 0.10% | Add +5.3% | 4,365 | $645K |
| Creative Financial Designs Inc. | 0.06% | Add +49.0% | 4,328 | $639K |
| Lodestone Wealth Management LLC | 0.33% | Reduce -0.1% | 4,318 | $638K |
| Dynamic Wealth Strategies, LLC | 0.54% | Add +105.7% | 4,306 | $636K |
| Seneca House Advisors | 0.27% | Reduce -0.6% | 4,275 | $632K |
| Meridian Financial Advisors, LLC | 0.47% | Add +0.5% | 4,275 | $631K |
| Lunt Capital Management, Inc. | 0.31% | Reduce -2.2% | 4,265 | $630K |
| Chicago Wealth Management, Inc. | 0.37% | Reduce -3.7% | 4,247 | $627K |
| Mission Wealth Management, LP | 0.02% | New | 4,243 | $627K |
| KKM Financial LLC | 0.31% | No change | 4,242 | $627K |
| Allen Capital Group, LLC | 0.09% | No change | 4,234 | $625K |
| BCS Wealth Management | 0.20% | Add +28.3% | 4,189 | $619K |
| Gilliland Jeter Wealth Management LLC | 0.21% | Reduce -11.0% | 4,170 | $616K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +56.1% | 4,149 | $613K |
| Pacific Sun Financial Corp | 0.36% | Reduce -1.9% | 4,135 | $611K |
| Pure Financial Advisors, LLC | 0.02% | Add +5.6% | 4,129 | $610K |
| Prosperity Consulting Group, LLC | 0.08% | Add +23.1% | 4,112 | $608K |
| Wealth Advisory Solutions, LLC | 0.16% | Reduce -11.1% | 4,112 | $607K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +17.2% | 4,106 | $607K |
| Financial Partners Group, Inc | 0.10% | Add +0.1% | 4,105 | $606K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +2.9% | 4,092 | $605K |
| Sheaff Brock Investment Advisors, LLC | 0.05% | Add +0.1% | 4,090 | $604K |
| Adirondack Trust Co. | 0.25% | Add +27.1% | 4,089 | $604K |
| HBK Sorce Advisory LLC | 0.02% | Add +3.3% | 4,053 | $599K |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.1% | 4,236 | $599K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -6.6% | 4,044 | $597K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +2.6% | 4,035 | $596K |
| Westbourne Investment Advisors, Inc. | 0.22% | Add +3.0% | 4,022 | $594K |
| LPWM LLC | 0.22% | Reduce -1.5% | 4,195 | $594K |
| Elk River Wealth Management LLC | 0.12% | Reduce -21.5% | 4,020 | $594K |
| Institute for Wealth Management, LLC. | 0.08% | Add +0.0% | 4,019 | $594K |
| Blackston Financial Advisory Group, LLC | 0.39% | New | 4,012 | $593K |
| Emfo, LLC | 0.54% | Reduce -20.0% | 4,000 | $591K |
| FLC Capital Advisors | 0.15% | Add +5.3% | 3,999 | $591K |
| Sapient Capital LLC | 0.01% | Add +0.5% | 3,976 | $587K |
| Investment Partners Asset Management, Inc. | 0.53% | Reduce -7.0% | 3,969 | $586K |
| Goelzer Investment Management, Inc. | 0.03% | Add +6.8% | 3,943 | $583K |
| Allen Investment Management, LLC | 0.01% | No change | 3,943 | $582K |
| CRA Financial Services, LLC | 0.13% | Add +18.3% | 3,940 | $582K |
| MGB Wealth Management, LLC | 0.24% | Add +0.0% | 3,936 | $581K |
| Caldwell Trust Co | 0.07% | Add +0.3% | 3,936 | $581K |
| Oxler Private Wealth LLC | 0.23% | Reduce -13.6% | 3,931 | $581K |
| WESCAP Management Group, Inc. | 0.17% | Reduce -7.1% | 3,925 | $580K |
| Silverlake Wealth Management LLC | 0.29% | Add +61.9% | 3,923 | $580K |
| Farther Finance Advisors, LLC | 0.04% | Add +6.2% | 3,945 | $578K |
| 17 Capital Partners, LLC | 0.43% | Reduce -1.5% | 3,905 | $577K |
| Brady Family Wealth, LLC | 0.19% | No change | 3,899 | $576K |
| US Financial Advisors, LLC | 0.20% | Add +3.9% | 3,875 | $572K |
| Lynch & Associates | 0.13% | No change | 3,869 | $572K |
| Sunbelt Securities, Inc. | 0.06% | Add +6.1% | 3,841 | $567K |
| Hyman Charles D | 0.03% | No change | 3,837 | $567K |
| Peak Financial Management, Inc. | 0.18% | Reduce -3.3% | 3,835 | $567K |
| REDW Wealth LLC | 0.15% | Add +58.9% | 3,833 | $566K |
| SkyOak Wealth, LLC | 0.14% | Reduce -2.3% | 3,817 | $564K |
| Savant Capital, LLC | 0.01% | Add +4.2% | 3,800 | $561K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.23% | Add +31.8% | 3,784 | $559K |
| Eagle Ridge Investment Management | 0.05% | No change | 3,781 | $559K |
| Howe & Rusling Inc. | 0.05% | Add +76.4% | 3,776 | $558K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.06% | Reduce -1.8% | 3,776 | $558K |
| Community Bank, N.A. | 0.07% | Add +0.2% | 3,775 | $558K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -3.9% | 3,773 | $557K |
| Balboa Wealth Partners | 0.18% | Reduce -21.6% | 3,760 | $555K |
| Traction Financial Partners, LLC | 0.43% | Reduce -27.0% | 3,866 | $555K |
| Foguth Wealth Management, LLC. | 0.30% | — | 3,755 | $555K |
| First Heartland Consultants, Inc. | 0.06% | Add +3.4% | 3,749 | $554K |
| Aviance Capital Partners, LLC | 0.08% | Add +74.9% | 3,735 | $552K |
| Parsons Capital Management Inc. | 0.04% | Add +4.5% | 3,727 | $551K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -17.6% | 3,725 | $550K |
| Matthew Goff Investment Advisor, LLC | 0.11% | New | 3,721 | $550K |
| Greenwich Wealth Management LLC | 0.04% | Reduce -6.3% | 3,711 | $548K |
| Pitcairn Co. | 0.04% | Reduce -6.3% | 3,675 | $543K |
| Crewe Advisors LLC | 0.06% | Add +6.3% | 3,671 | $542K |
| Vertex Planning Partners, LLC | 0.15% | No change | 3,645 | $539K |
| Valeo Financial Advisors, LLC | 0.02% | Add +32.0% | 3,810 | $537K |
| Columbus Macro, LLC | 0.20% | Add +13.6% | 3,627 | $536K |
| Stone Summit Wealth LLC | 0.19% | Add +4.3% | 3,625 | $536K |
| Delta Financial Group, Inc. | 0.16% | Add +0.7% | 3,619 | $535K |
| Trust Point Inc. | 0.04% | No change | 3,620 | $535K |
| Waterway Wealth Management, LLC | 0.23% | Reduce -55.4% | 3,610 | $533K |
| KPP Advisory Services LLC | 0.15% | New | 3,604 | $532K |
| Advisors Capital Management, LLC | 0.01% | Add +10.7% | 3,601 | $532K |
| Kaizen Financial Strategies | 0.36% | No change | 3,600 | $532K |
| 3EDGE Asset Management, LP | 0.04% | New | 3,598 | $532K |
| Glassman Wealth Services | 0.11% | Add +1.0% | 3,589 | $530K |
| Burns J W & Co. Inc. | 0.07% | Add +29.8% | 3,586 | $530K |
| Choreo, LLC | 0.01% | Add +19.7% | 3,566 | $527K |
| Cambridge Trust Co. | 0.02% | Reduce -71.2% | 3,562 | $526K |
| Fortis Advisors, LLC | 0.35% | Add +26.5% | 3,546 | $524K |
| Brown, Lisle/Cummings, Inc. | 0.18% | No change | 3,528 | $521K |
| Mirador Capital Partners LP | 0.10% | Reduce -0.4% | 3,510 | $519K |
| Pursue Wealth Partners LLC | 0.30% | No change | 3,500 | $517K |
| Walleye Capital LLC | 0.01% | New | 3,500 | $517K |
| Fielder Capital Group LLC | 0.23% | No change | 3,493 | $516K |
| Eley Financial Management, Inc | 0.22% | No change | 3,476 | $514K |
| NFSG Corp | 0.22% | Reduce -31.0% | 3,475 | $513K |
| Elevatus Welath Management | 0.20% | Add +0.0% | 3,466 | $512K |
| Bison Wealth, LLC | 0.08% | Reduce -0.3% | 3,455 | $510K |
| Wealth Alliance, LLC | 0.07% | Add +9.2% | 3,447 | $509K |
| Acorn Financial Advisory Services Inc. | 0.10% | Add +18.8% | 3,445 | $509K |
| Wellington Shields Capital Management, LLC | 0.10% | Add +92.2% | 3,439 | $508K |
| University of Texas/Texas Am Investment Management Co. | 0.14% | No change | 3,696 | $504K |
| Sheets Smith Wealth Management | 0.06% | Add +14.5% | 3,411 | $504K |
| Ritholtz Wealth Management | 0.02% | Reduce -3.2% | 3,407 | $503K |
| SOA Wealth Advisors, LLC. | 0.10% | Reduce -2.0% | 3,398 | $502K |
| USAdvisors Wealth Management, LLC | 0.19% | Reduce -50.5% | 3,381 | $499K |
| My Personal CFO, LLC | 0.29% | Reduce -1.1% | 3,351 | $495K |
| Summit X, LLC | 0.13% | Add +29.5% | 3,344 | $495K |
| LYNX Capital Group Ltd. | 0.33% | Add +13.3% | 3,335 | $493K |
| Wetzel Investment Advisors, Inc. | 0.29% | Reduce -4.4% | 3,553 | $492K |
| Capital Advisors, Ltd. LLC | 0.06% | Add +19.4% | 3,322 | $491K |
| Wedmont Private Capital | 0.04% | Reduce -0.1% | 3,424 | $491K |
| USA Financial Formulas | 0.08% | Reduce -16.6% | 3,320 | $490K |
| Montag A & Associates Inc. | 0.02% | No change | 3,296 | $487K |
| Vicus Capital | 0.04% | Add +0.3% | 3,276 | $484K |
| J. Goldman & Co LP | 0.02% | New | 3,257 | $481K |
| Centric Wealth Management | 0.15% | Reduce -0.8% | 3,415 | $479K |
| Aurora Private Wealth, Inc. | 0.41% | Reduce -17.4% | 3,266 | $478K |
| Beacon Bridge Wealth Partners, LLC | 0.23% | Add +20.4% | 3,234 | $478K |
| Highview Capital Management LLC | 0.21% | No change | 3,226 | $477K |
| Jackson Square Capital, LLC | 0.12% | No change | 3,225 | $476K |
| Wealthspire Retirement, LLC | 0.04% | New | 3,216 | $475K |
| RDA Financial Network | 0.16% | Add +10.9% | 3,210 | $474K |
| Sterling Investment Management, LLC | 0.33% | Reduce -2.1% | 3,180 | $470K |
| Bank of Hawaii | 0.02% | No change | 3,173 | $469K |
| Gratus Capital, LLC | 0.02% | Reduce -0.1% | 3,173 | $469K |
| Advanced Asset Management Advisors Inc | 0.11% | Reduce -4.6% | 3,141 | $464K |
| Bragg Financial Advisors, Inc | 0.02% | Add +53.8% | 3,138 | $464K |
| CenterStar Asset Management, LLC | 0.96% | Add +24.6% | 3,130 | $463K |
| Donaldson Capital Management, LLC | 0.02% | Reduce -72.4% | 3,126 | $462K |
| River Street Advisors LLC | 0.31% | Reduce -0.5% | 3,117 | $460K |
| Etfidea, LLC | 0.16% | No change | 3,117 | $460K |
| DDD Partners, LLC | 0.06% | No change | 3,116 | $460K |
| Hazlett, Burt & Watson, Inc. | 0.28% | Reduce -7.2% | 3,114 | $460K |
| Keystone Wealth Services, LLC | 0.15% | Reduce -7.8% | 3,110 | $459K |
| Sigma Investment Counselors Inc. | 0.03% | Add +7.7% | 3,103 | $458K |
| Carson Advisory Inc. | 0.32% | Add +1.3% | 3,095 | $457K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 3,092 | $457K |
| Hardy Reed LLC | 0.06% | Reduce -11.5% | 3,086 | $456K |
| Portfolio Strategies, Inc. | 0.03% | New | 3,086 | $456K |
| Larson Financial Group LLC | 0.04% | Add +46.1% | 3,084 | $456K |
| Solstein Capital, LLC | 0.32% | Reduce -29.3% | 3,077 | $455K |
| Seven Springs Wealth Group, LLC | 0.18% | No change | 3,057 | $452K |
| Kaydan Wealth Management, Inc. | 0.15% | No change | 3,056 | $451K |
| Parkside Advisors LLC | 0.12% | No change | 3,055 | $451K |
| JT Stratford LLC | 0.09% | Add +12.2% | 3,049 | $450K |
| Gateway Wealth Partners, LLC | 0.16% | Reduce -23.2% | 3,045 | $450K |
| Family Manage LLC | 0.08% | No change | 3,038 | $449K |
| Fiduciary Trust Co | 0.01% | Reduce -3.3% | 3,037 | $449K |
| Bank of New Hampshire | 0.12% | Reduce -10.0% | 3,030 | $448K |
| UMB Bank, n.a. | 0.01% | Reduce -66.0% | 3,020 | $446K |
| BOK Financial Private Wealth, Inc. | 0.03% | Add +0.6% | 3,005 | $444K |
| Cannell & Spears LLC | 0.01% | No change | 2,983 | $441K |
| Invst, LLC | 0.05% | Add +56.4% | 2,956 | $433K |
| Aprio Wealth Management, LLC | 0.08% | Add +14.4% | 2,924 | $432K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Reduce -7.7% | 2,907 | $429K |
| Continuum Wealth Advisors, LLC | 0.24% | No change | 2,898 | $428K |
| Swmg, LLC | 0.19% | Add +11.7% | 2,885 | $426K |
| Optiver Holding B.V. | 0.02% | New | 2,885 | $426K |
| Exchange Capital Management, Inc. | 0.07% | Reduce -7.8% | 2,880 | $425K |
| Colonial Trust Advisors | 0.04% | Add +0.1% | 2,873 | $424K |
| Modera Wealth Management, LLC | 0.01% | Add +0.6% | 2,838 | $419K |
| Savvy Advisors, Inc. | 0.24% | New | 2,835 | $419K |
| ARS Wealth Advisors Group, LLC | 0.06% | New | 2,832 | $418K |
| Private Wealth Partners, LLC | 0.03% | Add +0.0% | 2,825 | $417K |
| Belmont Capital, LLC | 0.11% | No change | 2,797 | $413K |
| Avalon Capital Management | 0.17% | Reduce -0.3% | 2,795 | $413K |
| Integral Investment Advisors, Inc. | 0.17% | New | 2,792 | $412K |
| Calamos Wealth Management LLC | 0.02% | No change | 2,782 | $411K |
| Affinity Capital Advisors, LLC | 0.09% | Reduce -23.7% | 2,782 | $411K |
| Obsidian Cio, LLC | 0.10% | Add +22.4% | 2,781 | $411K |
| 1900 Wealth Management LLC | 0.04% | Add +6.5% | 2,776 | $410K |
| Retirement Income Solutions, Inc. | 0.09% | New | 2,773 | $410K |
| Forum Financial Management, LP | 0.01% | Reduce -1.1% | 2,772 | $410K |
| Alta Wealth Advisors LLC | 0.21% | Add +0.8% | 2,772 | $410K |
| Private Client Services, LLC | 0.27% | Reduce -40.8% | 2,765 | $408K |
| Debussy Capital Management LP | 0.12% | Add +10.1% | 2,844 | $408K |
| Saxon Interests, Inc. | 0.19% | Reduce -81.9% | 2,762 | $408K |
| Capital Analysts, LLC | 0.02% | Reduce -10.6% | 2,761 | $408K |
| CVA Family Office, LLC | 0.07% | No change | 2,759 | $408K |
| Texas Permanent School Fund Corp. | 0.00% | No change | 2,738 | $404K |
| Private Wealth Group, LLC | 0.21% | Add +10.9% | 2,724 | $402K |
| First PREMIER Bank | 0.11% | Reduce -1.9% | 2,715 | $402K |
| Paragon Financial Partners, Inc. | 0.33% | Add +0.1% | 2,721 | $402K |
| Empirical Asset Management, LLC | 0.19% | Add +6.8% | 2,706 | $400K |
| Nemes Rush Group LLC | 0.06% | Add +11.9% | 2,706 | $400K |
| Cullen Capital Management, LLC | 0.00% | Reduce -98.8% | 2,704 | $399K |
| Carr Financial Group Corp | 0.13% | Add +5.3% | 2,683 | $396K |
| NCM Capital Management, LLC | 0.22% | No change | 2,683 | $396K |
| Resolute Wealth Strategies, LLC | 0.24% | Add +44.4% | 2,676 | $395K |
| TNF LLC | 0.16% | Add +1.3% | 2,805 | $395K |
| City Holding Co. | 0.06% | Add +0.4% | 2,660 | $393K |
| Kowal Investment Group, LLC | 0.08% | Reduce -0.7% | 2,640 | $390K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.05% | Reduce -22.7% | 2,637 | $390K |
| NovaPoint Capital, LLC | 0.14% | Add +2.5% | 2,635 | $389K |
| Advus Financial Partners, LLC | 0.12% | Reduce -0.3% | 2,628 | $388K |
| JPL Wealth Management, LLC | 0.21% | Add +31.9% | 2,625 | $388K |
| Relyea Zuckerberg Hanson LLC | 0.07% | Reduce -8.8% | 2,625 | $388K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -20.3% | 2,623 | $387K |
| Core Wealth Partners LLC | 0.29% | Add +0.2% | 2,606 | $385K |
| LexAurum Advisors, LLC | 0.10% | Reduce -7.3% | 2,592 | $383K |
| Midland Wealth Advisors, LLC | 0.02% | No change | 2,585 | $382K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -45.6% | 2,558 | $378K |
| Fortis Capital Advisors, LLC | 0.16% | Add +13.9% | 2,549 | $377K |
| MSH Capital Advisors LLC | 0.13% | Reduce -7.8% | 2,544 | $376K |
| Second Half Financial Partners, LLC | 0.17% | New | 2,544 | $376K |
| Smith & Howard Wealth Management, LLC | 0.12% | Reduce -84.0% | 2,541 | $375K |
| Naples Money Management LLC | 0.37% | Reduce -85.9% | 2,540 | $375K |
| Empire Financial Management Company, LLC | 0.12% | Add +1.6% | 2,527 | $373K |
| Peoples Bank | 0.29% | Add +1.4% | 2,524 | $373K |
| Atlanta Consulting Group Advisors, LLC | 0.13% | — | 2,519 | $372K |
| Icon Wealth Advisors, LLC | 0.03% | Add +7.3% | 2,503 | $370K |
| TD Private Client Wealth LLC | 0.01% | Add +40.6% | 2,498 | $369K |
| Sequent Planning LLC | 0.13% | — | 2,459 | $363K |
| Trust Co. of Oklahoma | 0.13% | Reduce -10.1% | 2,454 | $363K |
| Raab & Moskowitz Asset Management LLC | 0.10% | Reduce -1.4% | 2,453 | $362K |
| Retirement Capital Strategies | 0.15% | Reduce -60.0% | 2,451 | $362K |
| C2C Wealth Management, LLC | 0.36% | No change | 2,438 | $360K |
| Whitener Capital Management, Inc. | 0.12% | Add +13.9% | 2,432 | $359K |
| Intrepid Capital Management Inc. | 0.23% | No change | 2,425 | $358K |
| WNY Asset Management, LLC | 0.05% | Add +20.3% | 2,414 | $357K |
| Wellington Shields & Co., LLC | 0.12% | Add +500.0% | 2,400 | $355K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | No change | 2,400 | $355K |
| Flagstar Securities, Inc. | 0.10% | Add +12.3% | 2,398 | $354K |
| Prudential PLC | 0.00% | No change | 2,398 | $354K |
| Cozad Asset Management Inc. | 0.04% | No change | 2,388 | $353K |
| Fortem Financial Group, LLC | 0.15% | Reduce -3.0% | 2,384 | $352K |
| Tyche Wealth Partners LLC | 0.09% | Add +31.1% | 2,379 | $352K |
| Capital CS Group, LLC | 0.35% | Add +58.0% | 2,362 | $349K |
| Prostatis Group LLC | 0.13% | Add +10.1% | 2,358 | $348K |
| Strategies Wealth Advisors, LLC | 0.05% | Add +1.7% | 2,330 | $344K |
| Addison Advisors LLC | 0.12% | Reduce -4.9% | 2,327 | $344K |
| Executive Wealth Management, LLC | 0.03% | Reduce -36.8% | 2,343 | $343K |
| Betterment LLC | 0.00% | Reduce -0.3% | 2,313 | $342K |
| Onyx Bridge Wealth Group LLC | 0.06% | Reduce -36.4% | 2,435 | $341K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | New | 2,305 | $341K |
| Derbend Asset Management | 0.17% | New | 2,296 | $339K |
| Gilman Hill Asset Management, LLC | 0.06% | Reduce -23.6% | 2,280 | $337K |
| Precedent Wealth Partners, LLC | 0.14% | No change | 2,277 | $336K |
| XTX Topco Ltd | 0.05% | New | 2,272 | $336K |
| Howland Capital Management LLC | 0.02% | New | 2,271 | $335K |
| Southland Equity Partners LLC | 0.09% | Add +0.1% | 2,266 | $335K |
| Doliver Advisors, LP | 0.09% | Add +0.7% | 2,260 | $334K |
| Novare Capital Management LLC | 0.03% | Reduce -29.1% | 2,258 | $334K |
| Quarry LP | 0.14% | New | 2,253 | $333K |
| Lifeworks Advisors, LLC | 0.09% | New | 2,242 | $331K |
| 360 Financial, Inc. | 0.13% | Reduce -21.8% | 2,236 | $330K |
| Continuum Advisory, LLC | 0.05% | Add +39.1% | 2,304 | $330K |
| Rebalance, LLC | 0.03% | Add +0.4% | 2,230 | $329K |
| Peoples Financial Services Corp. | 0.14% | Reduce -16.9% | 2,224 | $329K |
| Fifth Third Wealth Advisors LLC | 0.05% | Reduce -2.0% | 2,219 | $328K |
| Millennium Capital Advisors, LLC | 0.23% | No change | 2,216 | $327K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -16.1% | 2,209 | $326K |
| Richwood Investment Advisors, LLC | 0.29% | No change | 2,195 | $324K |
| Curi Capital, LLC | 0.01% | Reduce -2.5% | 2,188 | $323K |
| Christensen, King & Associates Investment Services, Inc. | 0.16% | No change | 2,187 | $323K |
| Destiny Wealth Partners, LLC | 0.06% | Reduce -2.0% | 2,179 | $322K |
| PBMares Wealth Management LLC | 0.08% | Add +10.1% | 2,172 | $321K |
| Charter Oak Capital Management, LLC | 0.03% | Add +3.1% | 2,171 | $321K |
| Titleist Asset Management, LLC | 0.06% | Reduce -7.3% | 2,169 | $320K |
| WealthTrust Asset Management, LLC | 0.24% | Reduce -4.8% | 2,168 | $320K |
| SpiderRock Advisors, LLC | 0.01% | — | 2,211 | $320K |
| Carret Asset Management, LLC | 0.04% | Add +6.4% | 2,153 | $318K |
| Bluespring Wealth Management, LLC | 0.03% | Reduce -1.6% | 2,146 | $317K |
| Arlington Capital Management, Inc. | 0.26% | Reduce -64.6% | 2,142 | $316K |
| Aspen Investment Management Inc | 0.16% | Reduce -4.5% | 2,138 | $316K |
| Aveo Capital Partners, LLC | 0.03% | Add +4.8% | 2,228 | $314K |
| Paragon Capital Management Ltd | 0.06% | No change | 2,123 | $314K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,107 | $311K |
| Benchmark Investment Advisors LLC | 0.25% | Reduce -55.3% | 2,105 | $311K |
| Patrick M Sweeney & Associates, Inc. | 0.26% | No change | 2,105 | $311K |
| Tennessee Valley Asset Management Partners | 0.07% | Reduce -90.0% | 2,098 | $310K |
| Welch Group, LLC | 0.02% | Reduce -93.2% | 2,098 | $310K |
| Maxwell Wealth Strategies Inc. | 0.16% | New | 2,173 | $308K |
| Sandhill Capital Partners LLC | 0.02% | No change | 2,081 | $307K |
| Flputnam Investment Management Co. | 0.01% | Reduce -26.4% | 2,080 | $307K |
| Collective Family Office LLC | 0.10% | Add +16.9% | 2,075 | $307K |
| North Star Investment Management Corp. | 0.02% | Add +8.8% | 2,073 | $306K |
| Crown Wealth Group, LLC | 0.16% | Reduce -6.2% | 2,064 | $305K |
| STAR Financial Bank | 0.26% | No change | 2,060 | $304K |
| Cornerstone Advisory, LLC | 0.04% | Add +17.1% | 2,056 | $304K |
| Vigilare Wealth Management | 0.15% | Reduce -9.1% | 2,055 | $304K |
| Kraematon Investment Advisors, Inc. | 0.31% | Reduce -12.3% | 2,051 | $303K |
| Choice Wealth Advisors LLC | 0.18% | No change | 2,035 | $301K |
| Resurgent Financial Advisors LLC | 0.16% | Reduce -46.2% | 2,031 | $300K |
| Insight Wealth Partners, LLC | 0.19% | New | 2,030 | $300K |
| Bank Pictet & Cie (Europe) AG | 0.01% | New | 2,030 | $300K |
| Seelaus Asset Management LLC | 0.31% | Reduce -4.9% | 2,026 | $299K |
| Dumont & Blake Investment Advisors LLC | 0.09% | New | 2,018 | $298K |
| Alpine Woods Capital Investors, LLC | 0.06% | No change | 2,120 | $298K |
| Harmony Asset Management LLC | 0.12% | New | 2,005 | $296K |
| First Foundation Advisors | 0.01% | Add +29.1% | 2,003 | $296K |
| Warther Private Wealth, LLC | 0.13% | No change | 2,000 | $295K |
| Iowa State Bank | 0.07% | No change | 2,000 | $295K |
| Allie Family Office LLC | 0.17% | No change | 1,997 | $295K |
| Select Asset Management & Trust | 0.12% | No change | 2,000 | $295K |
| Sebold Capital Management, Inc. | 0.20% | Reduce -0.9% | 1,990 | $294K |
| Firestone Capital Management | 0.08% | New | 1,987 | $294K |
| Garden State Investment Advisory Services LLC | 0.11% | Add +6.1% | 1,991 | $293K |
| Romano Brothers and Company | 0.04% | Reduce -5.2% | 1,983 | $293K |
| Successful Portfolios LLC | 0.20% | No change | 1,967 | $291K |
| Fulcrum Equity Management | 0.34% | Reduce -56.2% | 1,963 | $290K |
| Maltin Wealth Management, Inc. | 0.16% | Add +4.8% | 1,959 | $289K |
| Penobscot Wealth Management | 0.18% | Reduce -8.3% | 1,958 | $289K |
| Capital Advisors Wealth Management, LLC | 0.06% | Reduce -72.3% | 1,956 | $289K |
| Castle Wealth Management LLC | 0.15% | Reduce -58.6% | 1,944 | $287K |
| Bollard Group LLC | 0.01% | Add +0.3% | 1,941 | $287K |
| Stack Financial Management, Inc | 0.03% | New | 1,942 | $287K |
| Family Firm, Inc. | 0.07% | Add +0.4% | 1,939 | $286K |
| Acorn Wealth Advisors, LLC | 0.15% | Reduce -1.3% | 1,936 | $286K |
| Castle Rock Wealth Management, LLC | 0.08% | Add +0.1% | 2,021 | $284K |
| Janiczek Wealth Management, LLC | 0.06% | Reduce -5.2% | 1,921 | $284K |
| Legacy Edge Advisors, LLC | 0.06% | Add +25.7% | 1,918 | $283K |
| Eudaimonia Advisors LLC | 0.15% | New | 1,917 | $283K |
| Key Financial Inc | 0.07% | Reduce -13.7% | 1,911 | $282K |
| Ethos Financial Group, LLC | 0.05% | Reduce -18.9% | 1,909 | $282K |
| World Equity Group, Inc. | 0.06% | Reduce -46.4% | 1,905 | $281K |
| All Terrain Financial Advisors, LLC | 0.12% | No change | 1,898 | $280K |
| Traynor Capital Management, Inc. | 0.03% | Reduce -4.6% | 1,897 | $280K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +26.0% | 1,887 | $279K |
| First Long Island Investors, LLC | 0.02% | No change | 1,880 | $278K |
| First American Trust, FSB | 0.03% | Reduce -8.3% | 1,878 | $277K |
| WealthTrust Axiom LLC | 0.09% | No change | 1,872 | $277K |
| Garde Capital, Inc. | 0.02% | No change | 1,870 | $276K |
| StrongBox Wealth, LLC | 0.15% | Reduce -0.8% | 1,864 | $275K |
| Townsend Asset Management Corp. /NC/ | 0.11% | Add +93000.0% | 1,862 | $275K |
| JNBA Financial Advisors | 0.03% | No change | 1,857 | $274K |
| Cadence Bank | 0.02% | Reduce -5.2% | 1,854 | $274K |
| White Lighthouse Investment Management Inc. | 0.06% | No change | 1,850 | $273K |
| Total Clarity Wealth Management, Inc. | 0.09% | Reduce -5.6% | 1,846 | $273K |
| Crescent Grove Advisors, LLC | 0.03% | New | 1,830 | $270K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | No change | 1,825 | $270K |
| ELCO Management Co., LLC | 0.16% | Reduce -10.4% | 1,815 | $268K |
| Cahaba Wealth Management, Inc. | 0.02% | Reduce -2.7% | 1,810 | $267K |
| Citizens Financial Group Inc. | 0.01% | Add +7.9% | 1,797 | $265K |
| HCR Wealth Advisors | 0.04% | Reduce -8.2% | 1,793 | $265K |
| Evergreen Capital Management LLC | 0.01% | Add +3.7% | 1,782 | $263K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -54.2% | 1,776 | $262K |
| First Trust Direct Indexing L.P. | 0.02% | No change | 1,760 | $260K |
| Zacks Investment Management | 0.00% | New | 1,759 | $260K |
| Davidson Trust Co. | 0.15% | No change | 1,756 | $259K |
| SilverOak Wealth Management LLC | 0.06% | New | 1,752 | $259K |
| Wambolt & Associates, LLC | 0.08% | Reduce -1.2% | 1,766 | $259K |
| Strategic Wealth Partners, Ltd. | 0.03% | Add +18.6% | 1,751 | $259K |
| N.E.W. Advisory Services LLC | 0.03% | Add +13.1% | 1,747 | $258K |
| Rockbridge Investment Management, LCC | 0.04% | No change | 1,746 | $258K |
| Osborne Partners Capital Management, LLC | 0.02% | Reduce -1.7% | 1,745 | $258K |
| Sovereign Financial Group, Inc. | 0.07% | Add +1.6% | 1,743 | $257K |
| Shulman DeMeo Asset Management LLC | 0.07% | Reduce -24.6% | 1,739 | $257K |
| Peregrine Asset Advisers, Inc. | 0.10% | Add +5.8% | 1,739 | $257K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -6.8% | 1,734 | $256K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -19.1% | 1,721 | $254K |
| Grey Ledge Advisors, LLC | 0.07% | Add +8.2% | 1,720 | $254K |
| Ancora Advisors LLC | 0.01% | Reduce -10.4% | 1,715 | $253K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -40.1% | 1,715 | $253K |
| MCF Advisors LLC | 0.02% | No change | 1,713 | $253K |
| Autumn Glory Partners, LLC | 0.12% | No change | 1,710 | $253K |
| IPG Investment Advisors LLC | 0.06% | Reduce -4.5% | 1,710 | $253K |
| Pacifica Partners Inc. | 0.11% | Add +2.0% | 1,740 | $252K |
| Arkos Global Advisors | 0.04% | Reduce -46.8% | 1,708 | $252K |
| Hexagon Capital Partners LLC | 0.06% | Reduce -20.0% | 1,704 | $252K |
| Councilmark Asset Management, LLC | 0.18% | — | 1,700 | $251K |
| Barnes Pettey Financial Advisors, LLC | 0.22% | Reduce -63.3% | 1,691 | $250K |
| Coastwise Capital Group, LLC | 0.23% | Reduce -10.4% | 1,685 | $249K |
| Wealth Architects, LLC | 0.03% | Add +0.5% | 1,677 | $248K |
| Chicago Capital, LLC | 0.01% | Reduce -33.6% | 1,676 | $248K |
| Weaver Consulting Group | 0.09% | Add +11.7% | 1,672 | $247K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.07% | No change | 1,670 | $247K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -63.3% | 1,665 | $246K |
| First National Bank & Trust Co. of Newtown | 0.05% | No change | 1,658 | $245K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.2% | 1,658 | $245K |
| Syntegra Private Wealth Group, LLC | 0.03% | No change | 1,653 | $244K |
| Gallacher Capital Management LLC | 0.12% | Reduce -0.9% | 1,646 | $243K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 1,782 | $243K |
| Y.D. More Investments Ltd | 0.04% | Add +4.1% | 1,640 | $242K |
| Ironsides Asset Advisors, LLC | 0.08% | New | 1,635 | $242K |
| Pekin Hardy Strauss, Inc. | 0.03% | Reduce -1.3% | 1,635 | $242K |
| Wealth Dimensions Group, Ltd. | 0.07% | No change | 1,633 | $241K |
| Pacific Wealth Strategies Group, Inc. | 0.20% | No change | 1,626 | $240K |
| Auxano Advisors, LLC | 0.07% | No change | 1,626 | $240K |
| Naples Global Advisors, LLC | 0.02% | New | 1,623 | $240K |
| FSM Wealth Advisors, LLC | 0.09% | New | 1,622 | $240K |
| Summit Place Financial Advisors, LLC | 0.14% | Reduce -3.8% | 1,620 | $239K |
| Pinnacle Family Advisors, LLC | 0.13% | Reduce -55.2% | 1,614 | $238K |
| Curtis Advisory Group, LLC | 0.09% | Reduce -40.1% | 1,614 | $238K |
| Tranquility Partners, LLC | 0.09% | No change | 1,614 | $238K |
| Darden Wealth Group Inc | 0.19% | Add +7.1% | 1,614 | $238K |
| TL Private Wealth | 0.12% | Add +0.2% | 1,661 | $238K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -87.8% | 1,611 | $238K |
| Texas Yale Capital Corp. | 0.01% | No change | 1,605 | $237K |
| Founders Financial Alliance, LLC | 0.07% | Add +28.2% | 1,603 | $237K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 1,600 | $236K |
| Wealth Effects LLC | 0.09% | Reduce -37.2% | 1,596 | $236K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 1,588 | $235K |
| Samalin Investment Counsel, LLC | 0.11% | Add +0.3% | 1,586 | $234K |
| Eldridge Investment Advisors, Inc. | 0.06% | No change | 1,585 | $234K |
| Colonial Trust Co / SC | 0.04% | No change | 1,577 | $233K |
| Capstone Financial Advisors, Inc. | 0.02% | Add +4.3% | 1,570 | $232K |
| Coyle Financial Counsel LLC | 0.08% | Add +1.3% | 1,559 | $230K |
| Black Diamond Financial, LLC | 0.06% | No change | 1,658 | $226K |
| Transcendent Capital Group LLC | 0.13% | Add +0.1% | 1,525 | $225K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -9.6% | 1,525 | $225K |
| Faithward Advisors, LLC | 0.04% | Add +2878.4% | 1,519 | $224K |
| Gray Private Wealth, LLC | 0.15% | — | 1,516 | $224K |
| 1ST Source Bank | 0.01% | No change | 1,510 | $223K |
| Breakwater Capital Group | 0.06% | New | 1,509 | $223K |
| TriaGen Wealth Management LLC | 0.09% | No change | 1,505 | $222K |
| CIC Wealth, LLC | 0.06% | No change | 1,500 | $222K |
| Rappaport Reiches Capital Management, LLC | 0.07% | No change | 1,485 | $219K |
| Sentinel Pension Advisors, LLC | 0.05% | New | 1,483 | $219K |
| Keystone Financial Services | 0.10% | No change | 1,481 | $219K |
| MainStreet Investment Advisors LLC | 0.03% | No change | 1,480 | $219K |
| Charles Schwab Trust Co | 0.02% | New | 1,474 | $218K |
| Kessler Investment Group, LLC | 0.13% | Add +48900.0% | 1,470 | $217K |
| Webster Bank, N. A. | 0.02% | Add +29.1% | 1,469 | $217K |
| First National Bank of Mount Dora, Trust Investment Services | 0.05% | Reduce -2.3% | 1,469 | $217K |
| Farmers Trust Co. | 0.04% | Reduce -13.9% | 1,460 | $216K |
| Prio Wealth Limited Partnership | 0.01% | New | 1,460 | $216K |
| HTG Investment Advisors, Inc. | 0.12% | New | 1,450 | $214K |
| Monetary Management Group Inc. | 0.06% | Reduce -3.3% | 1,450 | $214K |
| Davis R M Inc. | 0.00% | New | 1,450 | $214K |
| MIdWestOne Financial Group, Inc. | 0.04% | New | 1,445 | $213K |
| First Manhattan Co. Llc. | 0.00% | Add +14.4% | 1,433 | $212K |
| MinichMacGregor Wealth Management, LLC | 0.05% | New | 1,444 | $212K |
| Kickstand Ventures, Llc. | 0.06% | New | 1,429 | $211K |
| Bensler, LLC | 0.03% | New | 1,426 | $211K |
| Accel Wealth Management | 0.09% | New | 1,424 | $210K |
| 180 Wealth Advisors, LLC | 0.04% | New | 1,424 | $210K |
| Capital Management Associates, Inc | 0.15% | New | 1,421 | $210K |
| Gries Financial LLC | 0.04% | New | 1,419 | $210K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Reduce -3.9% | 1,412 | $209K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 1,410 | $208K |
| Wilmington Savings Fund Society, FSB | 0.01% | — | 1,408 | $208K |
| Kuhn & Co Investment Counsel | 0.19% | New | 1,402 | $207K |
| Smithfield Trust Co | 0.01% | Reduce -1.5% | 1,408 | $207K |
| Trueblood Wealth Management, LLC | 0.12% | New | 1,399 | $207K |
| FinTrust Capital Advisors, LLC | 0.04% | Reduce -82.6% | 1,387 | $205K |
| Community Financial Services Group, LLC | 0.05% | — | 1,385 | $205K |
| SYM FINANCIAL Corp | 0.03% | No change | 1,383 | $204K |
| Gainplan LLC | 0.10% | Reduce -21.0% | 1,382 | $204K |
| American State Bank (Iowa) | 0.14% | Reduce -29.1% | 1,381 | $204K |
| Tandem Capital Management Corp. | 0.12% | New | 1,375 | $203K |
| Plotkin Financial Advisors, LLC | 0.13% | Reduce -12.5% | 1,373 | $203K |
| Acas, LLC | 0.20% | New | 1,370 | $202K |
| New Potomac Partners, LLC | 0.11% | New | 1,356 | $200K |
| Vestor Capital, LLC | 0.02% | Reduce -0.1% | 1,356 | $200K |
| Carmichael Hill & Associates, Inc. | 0.08% | Reduce -1.0% | 1,347 | $199K |
| Byrne Asset Management LLC | 0.16% | Add +15.5% | 1,311 | $194K |
| Milestone Investment Advisors LLC | 0.05% | No change | 1,281 | $189K |
| Truvestments Capital LLC | 0.07% | Reduce -6.5% | 1,277 | $189K |
| First United Bank & Trust | 0.07% | Reduce -7.1% | 1,273 | $188K |
| Asset Dedication, LLC | 0.01% | No change | 1,269 | $188K |
| Front Row Advisors LLC | 0.07% | Add +1373.8% | 1,238 | $183K |
| Beacon Capital Management, LLC | 0.04% | Add +51.7% | 1,235 | $182K |
| Tortoise Investment Management, LLC | 0.02% | Add +73.1% | 1,229 | $182K |
| Princeton Global Asset Management LLC | 0.04% | No change | 1,222 | $181K |
| West Oak Capital, LLC | 0.08% | Reduce -1.2% | 1,210 | $179K |
| Register Financial Advisors LLC | 0.09% | Add +141.7% | 1,199 | $177K |
| Mather Group, Llc. | 0.00% | Reduce -62.4% | 1,299 | $177K |
| Friedenthal Financial | 0.11% | New | 1,199 | $177K |
| TD Capital Management LLC | 0.02% | Add +0.1% | 1,181 | $174K |
| Elevation Wealth Partners, LLC | 0.09% | Reduce -35.9% | 1,176 | $174K |
| Dagco, Inc. | 0.08% | Reduce -43.9% | 1,175 | $174K |
| Hamilton Point Investment Advisors, LLC | 0.03% | No change | 1,128 | $167K |
| Albion Financial Group | 0.01% | No change | 1,111 | $164K |
| Pittenger & Anderson Inc. | 0.01% | Reduce -21.9% | 1,090 | $161K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +32.9% | 1,075 | $159K |
| Stelac Advisory Services LLC | 0.07% | No change | 1,072 | $158K |
| Global Trust Asset Management, LLC | 0.06% | Add +119.8% | 1,055 | $156K |
| Quintet Private Bank (Europe) S.A. | 0.01% | Reduce -13.1% | 913 | $154K |
| Tower View Wealth Management LLC | 0.09% | Reduce -9.3% | 1,019 | $151K |
| Tucker Asset Management LLC | 0.03% | Add +14.5% | 1,018 | $150K |
| Financial Gravity Asset Management, Inc. | 0.04% | Reduce -49.7% | 1,021 | $148K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.07% | No change | 1,000 | $148K |
| PSI Advisors, LLC | 0.05% | Reduce -3.9% | 997 | $147K |
| Quadrant Capital Group LLC | 0.01% | Add +272.7% | 984 | $145K |
| Acropolis Investment Management, LLC | 0.01% | No change | 980 | $145K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 972 | $144K |
| Raffa Wealth Management, LLC | 0.04% | No change | 941 | $139K |
| Park Place Capital Corp | 0.05% | Add +25.4% | 937 | $138K |
| United Community Bank | 0.05% | Reduce -41.5% | 931 | $138K |
| LGT Financial Advisors LLC | 0.16% | Add +74.7% | 926 | $137K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | No change | 914 | $135K |
| Rothschild Investment LLC | 0.01% | Add +0.2% | 869 | $128K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | Add +182.3% | 864 | $128K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 855 | $126K |
| Investors Research Corp | 0.03% | No change | 829 | $122K |
| Centennial Bank | 0.06% | Add +23.8% | 822 | $121K |
| Stone House Investment Management, LLC | 0.03% | Add +0.4% | 822 | $121K |
| Caitlin John, LLC | 0.09% | Add +8855.6% | 806 | $119K |
| Blue Trust, Inc. | 0.00% | Add +96.6% | 802 | $119K |
| Indiana Trust & Investment Management Co | 0.05% | Reduce -8.4% | 799 | $118K |
| WFA Asset Management Corp | 0.06% | Reduce -0.4% | 798 | $118K |
| Arax Advisory Partners | 0.01% | Add +230.0% | 782 | $116K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -28.3% | 782 | $116K |
| Costello Asset Management, INC | 0.08% | No change | 768 | $113K |
| Ulland Investment Advisors, LLC | 0.09% | No change | 750 | $111K |
| Avion Wealth | 0.03% | No change | 740 | $110K |
| Provident Wealth Management, LLC | 0.04% | New | 742 | $110K |
| Element Wealth, LLC | 0.06% | No change | 725 | $107K |
| Cornerstone Planning Group LLC | 0.03% | Add +3.9% | 743 | $105K |
| Credential Qtrade Securities Inc. | 0.01% | No change | 689 | $102K |
| Grove Bank & Trust | 0.02% | Reduce -19.3% | 688 | $102K |
| Resources Management Corp. /CT/ | 0.01% | No change | 683 | $101K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +3.2% | 671 | $99K |
| Tanglewood Legacy Advisors, LLC | 0.05% | Reduce -5.3% | 641 | $95K |
| New Republic Capital, LLC | 0.06% | No change | 637 | $94K |
| Financial Management Professionals, Inc. | 0.01% | Add +234.7% | 636 | $94K |
| Archer Investment Corp | 0.03% | Add +0.2% | 634 | $94K |
| Perkins Coie Trust Co | 0.02% | No change | 627 | $93K |
| Union Savings Bank | 0.05% | No change | 600 | $89K |
| Northwest Capital Management Inc | 0.03% | No change | 590 | $87K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 582 | $86K |
| Matrix Private Capital Group LLC | 0.06% | No change | 568 | $84K |
| Man Group plc | 0.00% | Reduce -99.3% | 556 | $82K |
| Delta Asset Management LLC | 0.01% | No change | 552 | $82K |
| Breakwater Investment Management | 0.04% | — | 543 | $80K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -56.0% | 529 | $78K |
| Barrett & Company, Inc. | 0.04% | No change | 523 | $77K |
| Optimum Investment Advisors | 0.04% | No change | 521 | $77K |
| GAMMA Investing LLC | 0.02% | Add +125.7% | 519 | $77K |
| Evermay Wealth Management LLC | 0.01% | No change | 513 | $76K |
| Sugarloaf Wealth Management, LLC | 0.02% | No change | 508 | $75K |
| Knuff & Co LLC | 0.02% | No change | 500 | $74K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 480 | $71K |
| Sound Income Strategies, LLC | 0.01% | No change | 459 | $68K |
| Benjamin Edwards Inc. | 0.01% | Add +0.4% | 452 | $67K |
| Citizens National Bank Trust Department | 0.02% | No change | 450 | $66K |
| Concord Wealth Partners | 0.01% | Reduce -44.7% | 441 | $65K |
| Russell Investments Group, Ltd. | 0.00% | Add +128.7% | 439 | $65K |
| Birchbrook, Inc. | 0.04% | No change | 435 | $64K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 423 | $62K |
| Riggs Asset Managment Co. Inc. | 0.02% | Add +20.3% | 415 | $61K |
| Parkside Financial Bank & Trust | 0.01% | Add +12.8% | 397 | $59K |
| Bellevue Asset Management, LLC | 0.03% | No change | 391 | $58K |
| McIlrath & Eck, LLC | 0.01% | No change | 389 | $57K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 386 | $57K |
| SJS Investment Consulting Inc. | 0.01% | Add +3400.0% | 385 | $57K |
| Evergreen Private Wealth LLC | 0.03% | No change | 383 | $57K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 378 | $56K |
| Turim 21 Investimentos Ltda. | 0.01% | No change | 375 | $55K |
| PFS Partners, LLC | 0.04% | No change | 371 | $55K |
| Phillips Financial Management, LLC | 0.00% | No change | 370 | $55K |
| Paladin Advisory Group, LLC | 0.04% | No change | 373 | $55K |
| WealthShield Partners, LLC | 0.01% | Reduce -58.0% | 369 | $55K |
| Winch Advisory Services, LLC | 0.02% | Add +0.6% | 362 | $53K |
| Versant Capital Management, Inc | 0.01% | Reduce -57.7% | 355 | $52K |
| Private Ocean, LLC | 0.01% | No change | 352 | $52K |
| Pin Oak Investment Advisors Inc. | 0.05% | No change | 343 | $51K |
| Founders Capital Management | 0.03% | No change | 338 | $50K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 338 | $50K |
| Sage Mountain Advisors LLC | 0.01% | Add +35.7% | 338 | $50K |
| IAG Wealth Partners, LLC | 0.01% | No change | 320 | $47K |
| Anchor Investment Management, LLC | 0.00% | No change | 319 | $47K |
| Covestor Ltd | 0.03% | Add +31.8% | 319 | $47K |
| Rice Partnership, LLC | 0.01% | New | 315 | $47K |
| Gold Investment Management Ltd. | 0.02% | Reduce -81.3% | 313 | $46K |
| Walleye Trading LLC | 0.00% | New | 307 | $45K |
| Annapolis Financial Services, LLC | 0.01% | No change | 303 | $45K |
| Missouri Trust & Investment Co | 0.02% | Add +49.8% | 301 | $44K |
| First Community Trust NA | 0.04% | No change | 300 | $44K |
| Dunhill Financial, LLC | 0.03% | No change | 300 | $44K |
| Trivant Custom Portfolio Group, LLC | 0.03% | Reduce -89.6% | 300 | $44K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 300 | $44K |
| Hartford Financial Management Inc. | 0.01% | Reduce -35.6% | 300 | $44K |
| FWL Investment Management, LLC | 0.02% | No change | 295 | $44K |
| Strengthening Families & Communities, LLC | 0.03% | Add +0.3% | 288 | $43K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 308 | $42K |
| WealthCollab, LLC | 0.03% | No change | 280 | $41K |
| Macroview Investment Management LLC | 0.05% | Add +0.4% | 280 | $41K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -3.1% | 278 | $41K |
| Trust Co. of Vermont | 0.00% | Reduce -8.3% | 275 | $41K |
| Armor Investment Advisors, LLC | 0.02% | Add +18.3% | 272 | $40K |
| Wagner Wealth Management, LLC | 0.01% | No change | 266 | $39K |
| Powell Investment Advisors, LLC | 0.02% | No change | 264 | $39K |
| Sawyer & Company, Inc | 0.02% | Reduce -19.8% | 263 | $39K |
| Independence Bank of Kentucky | 0.01% | New | 263 | $39K |
| Rise Advisors, LLC | 0.02% | New | 262 | $39K |
| HM Payson & Co. | 0.00% | No change | 257 | $38K |
| Tompkins Financial Corp. | 0.00% | Add +54.9% | 251 | $37K |
| Gleason Group, Inc. | 0.01% | Add +0.4% | 244 | $36K |
| Morton Brown Family Wealth, LLC | 0.01% | Reduce -26.8% | 243 | $36K |
| Godsey & Gibb, Inc. | 0.00% | Add +492.7% | 243 | $36K |
| Bangor Savings Bank | 0.00% | Reduce -46.1% | 242 | $36K |
| LFA - Lugano Financial Advisors SA | 0.02% | Reduce -67.0% | 228 | $34K |
| Creekmur Asset Management LLC | 0.01% | Reduce -1.3% | 221 | $33K |
| Vima LLC | 0.04% | Add +22.5% | 245 | $32K |
| Highlander Capital Management, LLC | 0.01% | No change | 203 | $30K |
| Financial Avengers, Inc. | 0.02% | Add +0.5% | 203 | $30K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 197 | $29K |
| Retirement Group, LLC | 0.01% | Reduce -53.9% | 192 | $28K |
| Old Second National Bank of Aurora | 0.01% | No change | 185 | $27K |
| Impact Partnership Wealth, LLC | 0.01% | No change | 184 | $27K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 183 | $27K |
| Operose Advisors LLC | 0.01% | No change | 178 | $26K |
| Davis Capital Management | 0.02% | Reduce -4.4% | 174 | $25K |
| Steph & Co. | 0.01% | No change | 170 | $25K |
| Highline Wealth Partners LLC | 0.01% | Reduce -9.2% | 168 | $25K |
| Gradient Investments LLC | 0.00% | Reduce -62.9% | 153 | $23K |
| Luken Investment Analytics, LLC | 0.01% | No change | 150 | $22K |
| Richardson Financial Services Inc. | 0.01% | New | 142 | $21K |
| Investment Research & Advisory Group, Inc. | 0.01% | No change | 142 | $21K |
| WR Wealth Planners, LLC | 0.01% | New | 141 | $21K |
| Bell Investment Advisors, Inc | 0.00% | Add +81.6% | 138 | $20K |
| First Personal Financial Services | 0.00% | No change | 135 | $20K |
| Legacy Bridge, LLC | 0.01% | No change | 132 | $20K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 132 | $20K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -56.2% | 130 | $19K |
| HighMark Wealth Management LLC | 0.01% | Reduce -39.1% | 92 | $19K |
| Palisade Asset Management, LLC | 0.00% | New | 125 | $18K |
| Raleigh Capital Management Inc. | 0.01% | Add +792.9% | 125 | $18K |
| Eukles Asset Management | 0.01% | Add +17.3% | 122 | $18K |
| Center for Financial Planning, Inc. | 0.00% | No change | 115 | $17K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 112 | $16K |
| Rakuten Securities, Inc. | 0.01% | New | 111 | $16K |
| Mendota Financial Group, LLC | 0.01% | No change | 110 | $16K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 110 | $16K |
| Balentine LLC | 0.00% | No change | 110 | $16K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 109 | $16K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 116 | $16K |
| Abound Wealth Management | 0.01% | Add +45.2% | 106 | $16K |
| Scarborough Advisors, LLC | 0.01% | No change | 103 | $15K |
| True Wealth Design, LLC | 0.00% | Reduce -23.1% | 100 | $15K |
| Ramirez Asset Management, Inc. | 0.00% | No change | 100 | $15K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 100 | $15K |
| Wolff Wiese Magana LLC | 0.01% | No change | 95 | $14K |
| Ballast Advisors LLC | 0.00% | Reduce -7.8% | 95 | $14K |
| M&R Capital Management Inc. | 0.00% | Add +9.5% | 92 | $14K |
| Integrity Financial Corp | 0.01% | Reduce -21.6% | 91 | $13K |
| Wells Financial Advisors INC | 0.01% | No change | 90 | $13K |
| Cordgrass Capital Advisors, LLC | 0.00% | Reduce -42.1% | 77 | $11K |
| Pingora Partners LLC | 0.01% | No change | 75 | $11K |
| Lowe Wealth Advisors, LLC | 0.01% | Reduce -97.2% | 75 | $11K |
| Logan Capital Management Inc. | 0.00% | No change | 70 | $10K |
| REAP Financial Group, LLC | 0.00% | No change | 70 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 69 | $10K |
| West Branch Capital LLC | 0.00% | No change | 64 | $9K |
| Aspire Private Capital, LLC | 0.00% | No change | 61 | $9K |
| Core Wealth Advisors, Inc. | 0.00% | No change | 60 | $9K |
| Manchester Capital Management LLC | 0.00% | Reduce -98.5% | 58 | $9K |
| Private Capital Management LLC | 0.00% | New | 52 | $8K |
| DecisionPoint Financial, LLC | 0.00% | No change | 51 | $7K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 48 | $7K |
| Psagot Value Holdings Ltd. / (Israel) | 0.06% | Reduce -98.7% | 46 | $7K |
| City State Bank | 0.00% | No change | 50 | $7K |
| POM Investment Strategies, LLC | 0.01% | No change | 43 | $6K |
| Valley National Advisers Inc. | 0.00% | Reduce -78.7% | 35 | $5K |
| Hoey Investments, Inc. | 0.00% | No change | 30 | $5K |
| NCP Inc. | 0.00% | — | 29 | $4K |
| Clear Point Advisors Inc. | 0.00% | New | 25 | $4K |
| Gen-Wealth Partners Inc | 0.00% | — | 25 | $4K |
| LifeSteps Financial, Inc. | 0.00% | New | 24 | $4K |
| Angeles Wealth Management, LLC | 0.00% | No change | 24 | $4K |
| Legend Financial Advisors, Inc. | 0.00% | Reduce -37.1% | 22 | $3K |
| Thompson Investment Management, Inc. | 0.00% | New | 18 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 16 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 17 | $2K |
| Hanson & Doremus Investment Management | 0.00% | No change | 15 | $2K |
| FSA Wealth Management LLC | 0.00% | No change | 13 | $2K |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | New | 10 | $1K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 7 | $1K |
| Balefire, LLC | 0.00% | No change | 7 | $1K |
| Greenline Partners, LLC | 0.00% | Reduce -50.0% | 2 | $293 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | New | 1 | $148 |
| Capstone Investment Advisors, LLC | 0.00% | New | 1 | $148 |
| Sachetta, LLC | 0.00% | No change | 1 | $139 |
"% of holder's portfolio" is XLV's weight in each manager's 13F, not the share of SS Health Care Select Sector the manager owns.