SS Health Care Select SectorXLVETF

13F holders, Q2 2024 (June 30)
1,668holders −1
93new positions
94sold out
5famous investors
$145.38avg. 13F price*

At the end of Q2 2024, 1,668 institutions reported holding SS Health Care Select Sector (XLV) in their 13F filings, down 1 from Q1 2024. 93 opened new positions and 94 sold out. The largest holders were Bank of America Corp. ($5.6B), Morgan Stanley ($1.6B) and JPMorgan Chase & Co. ($1.6B). 5 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS Health Care Select Sector
Filed as
SELECT SECTOR SPDR TR (Q2 2024)
CUSIP
81369Y209
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions93$327.7M
Exits94$1.1B

All 13F filers, Q1 2024 → Q2 2024: 12,843,116 shares bought and 29,951,367 shares sold, net −17,108,251 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,668 holders

Bank of America Corp. 0.54% Reduce -7.9% 38,324,983 $5.6B
Morgan Stanley 0.13% Reduce -4.7% 11,125,518 $1.6B
JPMorgan Chase & Co. 0.14% Reduce -22.0% 11,034,007 $1.6B
Wells Fargo & Company 0.26% Reduce -2.6% 6,798,205 $990.8M
Envestnet Asset Management Inc. 0.31% Reduce -16.6% 6,196,522 $903.1M
LPL Financial LLC 0.44% Reduce -6.5% 6,060,337 $883.3M
Nissay Asset Management Corp. /Japan 5.12% Reduce -7.5% 5,311,108 $774.1M
Raymond James & Associates 0.44% Reduce -19.2% 4,589,374 $668.9M
UBS Group AG 0.17% Add +4.5% 3,894,412 $567.6M
Ameriprise Financial Inc. 0.14% Add +22.1% 3,550,878 $517.5M
Goldman Sachs Group Inc. 0.09% Reduce -2.5% 3,256,932 $474.7M
Truist Financial Corp. 0.70% Reduce -22.2% 3,161,274 $460.8M
WestEnd Advisors, LLC 10.74% Reduce -22.3% 2,851,570 $415.6M
Harel Insurance Investments & Financial Services Ltd. 7.75% Reduce 0.0% 2,823,615 $411.5M
Royal Bank of Canada 0.10% Reduce -9.7% 2,810,333 $409.6M
Citigroup Inc. 0.31% Reduce -12.6% 2,213,158 $322.6M
CHURCHILL MANAGEMENT Corp 3.45% Add +1.2% 2,004,874 $292.2M
Meitav Investment House Ltd. 4.27% Add +31.3% 1,644,623 $239.7M
Raymond James Financial Services Advisors, Inc. 0.33% Add +1.9% 1,570,613 $228.9M
Two Sigma Investments, LP 0.56% Add +1998.8% 1,552,600 $226.3M
Charles Schwab Investment Management Inc. 0.04% Reduce -6.0% 1,452,995 $211.8M
Phoenix Financial Ltd. 2.90% Reduce -23.5% 1,304,419 $190.1M
BNP Paribas Financial Markets 0.20% Reduce -52.9% 1,236,684 $180.2M
Caisse de depot et placement du Quebec 0.42% New 1,177,600 $171.6M
Healthcare of Ontario Pension Plan Trust Fund 0.48% Add +21.7% 1,120,000 $163.2M
Two Sigma Advisers, LP 0.36% Add +398.1% 1,109,700 $161.7M
Menora Mivtachim Holdings LTD. 1.04% Add +45.3% 1,051,601 $153.3M
BlackRock Inc. 0.00% Reduce -40.0% 1,006,892 $146.8M
Agf Management Ltd. 0.79% Reduce -2.6% 967,456 $141.0M
PGIM Custom Harvest LLC 3.11% Reduce -3.3% 954,782 $139.2M
Bessemer Group Inc. 0.24% Reduce -33.5% 938,956 $136.9M
Cetera Investment Advisers 0.30% Reduce -0.1% 896,020 $130.6M
Victory Capital Management Inc. 0.13% Reduce -20.9% 889,946 $129.7M
TD Asset Management Inc 0.12% Reduce -0.3% 887,445 $129.3M
Stifel Financial Corp. 0.13% Reduce -4.5% 814,100 $118.7M
Focus Partners Wealth 0.39% Add +1362.3% 792,091 $115.4M
HighTower Advisors, LLC 0.18% Reduce -19.4% 780,203 $113.7M
CW Advisors, LLC 1.59% Reduce -0.0% 685,643 $99.9M
Commonwealth Equity Services, LLC 0.15% Reduce -5.7% 647,703 $94.4M
Exchange Traded Concepts, LLC 2.35% Add +1445.0% 631,740 $92.1M
Northern Trust Corp. 0.01% Add +2.5% 607,063 $88.5M
Osaic Holdings, Inc. 0.20% Reduce -30.8% 593,494 $86.5M
Main Management ETF Advisors, LLC 4.13% Add +2.6% 567,890 $82.8M
Bank of Nova Scotia 0.16% Reduce -30.8% 560,119 $81.6M
US Bancorp \de 0.11% Reduce -1.4% 549,174 $80.0M
Capital Investment Advisors, LLC 1.77% Add +73.3% 537,167 $78.3M
Conservest Capital Advisors, Inc. 8.31% Reduce -5.0% 521,735 $77.1M
RiverFront Investment Group, LLC 1.92% Add +1.0% 494,070 $72.0M
Rockefeller Capital Management L.P. 0.20% Reduce -28.0% 483,778 $70.5M
1832 Asset Management L.P. 0.13% Reduce -8.1% 477,433 $69.6M
Natixis 0.42% Add +82.0% 454,989 $66.3M
Susquehanna International Group, LLP 0.12% Add +35.3% 452,278 $65.9M
Millennium Management 0.05% Add +5763.5% 436,540 $63.6M
Swan Global Investments, LLC 3.16% Reduce -11.5% 434,200 $63.3M
J.Safra Asset Management Corp 6.32% Add +2.1% 429,496 $62.6M
Signature Estate & Investment Advisors LLC 1.48% Reduce -31.6% 405,346 $59.1M
MML Investors Services, LLC 0.24% Add +0.1% 399,644 $58.2M
Assetmark, Inc. 0.18% Reduce -22.5% 392,797 $57.3M
Summit Trail Advisors, LLC 1.50% Reduce -2.0% 391,575 $57.1M
Qube Research & Technologies Ltd 0.10% Reduce -1.1% 386,475 $56.3M
Cambridge Investment Research Advisors, Inc. 0.20% Reduce -3.7% 378,060 $55.1M
Private Advisor Group, LLC 0.36% Reduce -0.9% 372,193 $54.2M
Gerber Kawasaki Wealth & Investment Management 2.50% Add +5.4% 342,009 $49.8M
Composition Wealth, LLC 1.18% Add +3.7% 331,473 $48.3M
Advisory Alpha, LLC 1.86% Reduce -16.5% 324,543 $47.3M
GTS Securities LLC 0.98% Add +780.5% 322,192 $47.0M
KCM Investment Advisors LLC 1.66% Add +1.3% 315,472 $46.0M
PNC Financial Services Group, Inc. 0.03% Reduce -13.0% 312,503 $45.5M
Provida Pension Fund Administrator 1.13% Add +19.1% 308,675 $45.0M
Cwm, LLC 0.20% Add +4.1% 292,563 $42.6M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3.69% No change 281,325 $41.0M
TD Waterhouse Canada Inc. 0.36% Add +2.0% 273,397 $39.6M
State of Michigan Retirement System 0.20% Add +4.9% 268,288 $39.1M
Mercer Global Advisors Inc. 0.11% Add +1.5% 279,242 $38.7M
Spinnaker Trust 2.45% Reduce -0.5% 262,616 $38.3M
Mariner, LLC 0.07% Reduce -2.4% 245,497 $35.8M
MBB Public Markets I LLC 0.73% Reduce -55.9% 243,956 $35.6M
Squarepoint Ops LLC 0.13% Add +90.7% 239,722 $34.9M
NewEdge Advisors, LLC 0.25% Add +34.0% 238,679 $34.8M
MMBG Investment Advisors Co. 3.71% No change 237,344 $34.6M
Wharton Business Group, LLC 1.78% Add +0.0% 236,159 $34.4M
Bank of Montreal 0.01% Reduce -15.4% 234,494 $34.4M
Baltimore-Washington Financial Advisors, Inc. 1.98% Add +3.8% 230,556 $33.6M
Avantax Advisory Services, Inc. 0.24% Add +1.0% 229,589 $33.5M
Bouchey Financial Group, Ltd. 3.17% Reduce -4.1% 229,025 $33.4M
Cullen Capital Management, LLC 0.38% Add +8349.6% 228,476 $33.3M
Graypoint LLC 2.27% Add +2.4% 225,067 $32.8M
Main Management LLC 2.65% Reduce -4.9% 219,638 $32.0M
Country Trust Bank 0.81% Add +0.5% 219,329 $32.0M
Alps Advisors Inc. 0.22% Add +6.3% 218,082 $31.8M
Sanctuary Advisors, LLC 0.23% — 226,662 $31.7M
Barclays PLC 0.01% Reduce -29.2% 217,124 $31.6M
Rockport Wealth LLC 13.31% Add +939.3% 216,261 $31.5M
Fifth Third Bancorp 0.12% Reduce -2.5% 215,045 $31.3M
Full Sail Capital, LLC 2.11% Add +4.8% 214,902 $31.3M
Marshall Wace, LLP 0.04% Add +390.0% 213,452 $31.1M
Greenwood Gearhart LLC 2.93% Add +0.8% 213,156 $31.1M
Taiyo Life Insurance Co. 2.45% No change 210,000 $30.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.91% Reduce -29.2% 208,761 $30.4M
Mirae Asset Securities (usa) Inc. 1.89% — 201,723 $29.4M
Peapack Gladstone Financial Corp. 0.45% Add +0.5% 200,022 $29.2M
MAI Capital Management 0.29% Add +0.3% 199,923 $29.1M
Equitable Holdings, Inc. 0.30% Add +49.3% 198,802 $29.0M
Spire Wealth Management 1.00% Reduce -8.1% 194,982 $28.4M
Trek Financial, LLC 2.19% Reduce -5.4% 188,886 $27.5M
Thrivent Financial for Lutherans 0.06% Add +2.1% 188,323 $27.4M
Alaska Permanent Fund Corp 0.40% Add +129.7% 182,446 $27.3M
Clal Insurance Enterprises Holdings Ltd 0.28% Reduce -54.5% 186,500 $27.2M
Prudential Financial Inc. 0.04% Reduce -70.2% 182,141 $26.5M
Atria Wealth Solutions, Inc. 0.29% Add +8.8% 180,999 $26.4M
Yelin Lapidot Holdings Management Ltd. 4.63% No change 180,399 $26.3M
Graves Light Lenhart Wealth, Inc. 2.95% Add +0.5% 177,798 $25.8M
SP Asset Management LLC 2.34% Reduce -0.4% 176,266 $25.7M
SG Americas Securities, LLC 0.16% Add +52.2% 175,314 $25.6M
Kestra Advisory Services, LLC 0.14% Reduce -6.9% 171,464 $25.0M
Foundations Investment Advisors, LLC 0.60% Reduce -40.7% 170,959 $24.9M
Biltmore Wealth Management, LLC 10.51% Add +2.0% 166,382 $24.3M
FMR LLC 0.00% Add +60.9% 163,592 $23.8M
Captrust Financial Advisors 0.07% Reduce -4.2% 154,931 $22.6M
American Financial Advisors, LLC 3.21% Add +8.1% 154,925 $22.6M
Cresset Asset Management, LLC 0.10% Reduce -3.1% 154,770 $22.6M
Jefferies Financial Group Inc. 0.47% Add +17.6% 152,792 $22.3M
Tiff Advisory Services, LLC 7.52% Reduce -47.8% 149,621 $21.8M
Flagship Harbor Advisors, LLC 1.30% Add +304.4% 148,556 $21.7M
First Interstate Bank 1.43% Reduce -5.4% 148,114 $21.6M
Bar Harbor Wealth Management 1.43% Reduce -2.6% 147,176 $21.5M
IMZ Advisory Inc 10.69% Reduce -1.5% 146,929 $21.4M
DAVENPORT & Co LLC 0.13% Reduce -20.1% 145,892 $21.3M
Kingsview Wealth Management, LLC 0.50% Add +6.5% 145,801 $21.3M
Scotia Capital Inc. 0.12% Add +28.7% 145,500 $21.2M
Ayalon Insurance Comp Ltd. 6.67% Reduce -8.0% 139,063 $20.3M
Krilogy Financial LLC 1.47% Add +1.9% 136,883 $20.0M
HSBC Holdings PLC 0.01% Add +28.8% 136,400 $19.9M
Chemung Canal Trust Co. 3.85% Add +7.3% 136,261 $19.9M
Comerica Bank 0.08% Add +4.4% 136,139 $19.8M
Prestige Wealth Management Group LLC 4.25% Add +169.8% 135,031 $19.7M
Park Avenue Securities LLC 0.23% Add +6.9% 131,672 $19.2M
Jane Street Group, LLC 0.02% Add +333.9% 130,410 $19.0M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4.01% Reduce -7.5% 128,998 $18.8M
Clarity Financial LLC 2.82% Reduce -0.5% 128,520 $18.7M
Jump Financial, LLC 0.38% New 127,626 $18.6M
Brave Asset Management Inc. 4.68% Add +0.4% 125,973 $18.4M
Miller Investment Management, LP 2.17% Add +10.1% 124,853 $18.2M
Perigon Wealth Management, LLC 0.52% Reduce -0.5% 123,897 $18.1M
Concurrent Investment Advisors, LLC 0.58% Reduce -2.2% 121,169 $17.7M
GM Advisory Group, LLC 1.13% Add +13.3% 120,261 $17.5M
McKinley Carter Wealth Services, Inc. 1.11% Add +3.7% 119,045 $17.4M
Corient Private Wealth LP 0.03% Reduce -6.3% 115,455 $16.8M
Blair William & Co. 0.05% Reduce -2.5% 114,461 $16.7M
Bank Hapoalim BM 2.45% Reduce -37.6% 113,576 $16.6M
Old National Bancorp 0.39% Reduce -7.7% 113,391 $16.5M
Oppenheimer & Co. Inc. 0.26% Reduce -12.8% 111,553 $16.3M
StoneX Group Inc. 1.28% Add +3.7% 109,657 $16.0M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.88% Reduce -50.6% 109,300 $15.9M
Cerity Partners LLC 0.04% Add +92.2% 109,174 $15.9M
B. Riley Wealth Advisors, Inc. 0.40% Add +25.7% 107,935 $15.7M
United Capital Financial Advisors, LLC 0.13% Reduce -60.2% 107,088 $15.6M
Employees Provident Fund Board 0.25% No change 105,341 $15.4M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 4.18% No change 105,342 $15.3M
Rezny Wealth Management, Inc. 4.09% Add +5.5% 104,804 $15.3M
Rothschild Capital Partners, LLC 4.36% Add +34.2% 104,769 $15.3M
Credit Agricole S A 0.09% Add +451.2% 104,278 $15.2M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -0.7% 103,321 $15.1M
Analyst IMS Investment Management Services Ltd. 0.60% Add +4.5% 101,027 $14.7M
Private Wealth Advisors, LLC 6.37% Add +23.2% 100,638 $14.6M
Salomon & Ludwin, LLC 1.62% Reduce -28.4% 99,866 $14.5M
Cornerstone Advisors, LLC 0.58% Add +301.2% 97,900 $14.3M
Stillwater Capital Advisors, LLC 1.99% Add +4.6% 97,719 $14.2M
Creative Planning 0.01% Add +6.1% 96,672 $14.1M
Dakota Wealth Management 0.33% Add +1.1% 96,609 $14.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% — 96,296 $14.0M
Bedell Frazier Investment Counselling, LLC 3.33% Reduce -1.6% 94,662 $13.8M
IHT Wealth Management, LLC 0.51% Add +2.6% 94,548 $13.8M
Makena Capital Management LLC 3.18% New 94,101 $13.7M
Gratus Wealth Advisors, LLC 2.33% Reduce -4.8% 91,472 $13.5M
Banco Santander, S.A. 0.17% Add +7.9% 92,151 $13.4M
Capital Fund Management S.A. 0.15% New 90,557 $13.2M
Lido Advisors, LLC 0.11% Add +5.1% 90,411 $13.2M
Perbak Capital Partners LLP 3.87% New 89,808 $13.1M
Atria Investments, Inc 0.17% Reduce -23.9% 88,673 $12.9M
Oppenheimer Asset Management Inc. 0.16% Reduce -7.0% 86,820 $12.7M
Asset Advisors Investment Management, LLC 1.36% Add +45.7% 85,947 $12.5M
WESPAC Advisors SoCal, LLC 3.12% Add +160.1% 85,290 $12.4M
Advisory Services Network, LLC 0.26% Add +2.2% 85,170 $12.4M
Baird Financial Group, Inc. 0.03% Reduce -6.9% 84,712 $12.3M
Aspire Capital Advisors LLC 4.02% Reduce -9.6% 84,412 $12.3M
WBH Advisory Inc. 1.24% Reduce -2.9% 84,156 $12.3M
J. Goldman & Co LP 0.46% Add +2481.8% 84,091 $12.3M
Envestnet Portfolio Solutions, Inc. 0.04% Reduce -8.7% 83,908 $12.2M
Kozak & Associates, Inc. 3.01% Add +17.2% 85,217 $12.2M
J.W. Cole Advisors, Inc. 0.57% Add +3.7% 83,734 $12.2M
Westwood Holdings Group Inc. 0.10% New 83,550 $12.2M
Measured Wealth Private Client Group, LLC 4.20% Add +4.8% 82,094 $12.0M
Legacy Financial Strategies, LLC 2.86% Add +5.5% 82,979 $11.9M
High Note Wealth, LLC 3.62% Reduce -2.8% 81,312 $11.9M
WINTON GROUP Ltd 0.80% New 81,039 $11.8M
Long Run Wealth Advisors, LLC 2.97% Reduce -5.8% 80,535 $11.7M
Carnegie Investment Counsel 0.36% Add +1.6% 80,143 $11.7M
Macquarie Group Ltd. 0.01% Add +427.2% 79,357 $11.6M
Evolution Wealth Advisors, LLC 2.23% Add +4.7% 78,562 $11.5M
Arvest Trust Co. N A 0.68% Add +1.2% 78,289 $11.4M
Steward Partners Investment Advisory, LLC 0.12% Reduce -4.0% 77,854 $11.3M
Valmark Advisers, Inc. 0.19% Add +8.9% 77,758 $11.3M
Benchmark Financial Wealth Advisors, LLC 4.19% Add +7.9% 77,676 $11.3M
Global Endowment Management, LP 1.19% Reduce -42.2% 77,171 $11.2M
Callan Capital, LLC 0.92% Reduce -1.0% 76,568 $11.2M
Ashton Thomas Private Wealth, LLC 0.61% Reduce -27.0% 76,105 $11.1M
Frisch Financial Group, Inc. 3.32% Add +1.6% 75,224 $11.0M
Fifth Third Securities, Inc. 1.01% Reduce -1.8% 75,032 $10.9M
Focused Wealth Management, Inc 1.61% Add +4.2% 74,941 $10.9M
Prudent Investors Network, Inc. 3.94% Add +3.6% 74,883 $10.9M
AlphaMark Advisors, LLC 3.77% Reduce -2.6% 74,381 $10.8M
Pathstone Holdings, LLC 0.05% Reduce -5.9% 74,001 $10.8M
Tocqueville Asset Management L.P. 0.18% No change 73,601 $10.7M
RFG Advisory, LLC 0.35% Add +5.8% 73,483 $10.7M
Concourse Financial Group Securities, Inc. 0.67% Add +8.9% 73,481 $10.7M
Allianz SE 0.31% No change 73,371 $10.7M
Hilltop Wealth Advisors, LLC 5.35% Reduce -0.4% 73,155 $10.7M
Gladstone Institutional Advisory LLC 0.55% Add +30.9% 72,761 $10.6M
Round Rock Advisors LLC 2.58% Add +3.4% 72,652 $10.6M
DRW Securities, LLC 0.65% Add +151.6% 72,433 $10.6M
Proquility Private Wealth Partners, LLC 3.57% Add +0.7% 71,774 $10.5M
Castleark Management LLC 0.42% No change 71,120 $10.4M
Twin Focus Capital Partners, LLC 1.65% Add +1.8% 71,022 $10.4M
Founders Financial Securities LLC 0.97% Add +19.1% 70,654 $10.3M
Hobart Private Capital, LLC 2.88% Reduce -0.1% 69,528 $10.1M
Integrated Wealth Concepts LLC 0.14% Reduce -7.6% 69,397 $10.1M
Tamar Securities, LLC 1.64% Add +3.1% 69,383 $10.1M
Trilogy Capital Inc. 0.55% Add +16.4% 69,313 $10.1M
Provident Co of the Employees of the Hebrew University LTD 12.01% No change 69,216 $10.1M
Parkside Investments, LLC 1.58% Reduce -16.1% 68,545 $10.0M
AAF Wealth Management, LLC 5.14% Add +12.3% 68,133 $9.9M
NewEdge Wealth, LLC 0.21% Add +0.5% 67,101 $9.8M
Adams Diversified Equity Fund, Inc. 0.33% Reduce -69.3% 67,100 $9.8M
Innealta Capital, LLC 3.23% Add +12.8% 66,673 $9.7M
Martin & Co. Inc. 2.44% Reduce -0.3% 66,570 $9.7M
Premier Path Wealth Partners, LLC 1.65% Add +1.2% 66,543 $9.7M
First Merchants Corp. 0.39% Reduce -4.3% 66,195 $9.6M
Citadel Advisors 0.01% Reduce -46.6% 66,054 $9.6M
Vickerman Investment Advisors, Inc. 3.09% Reduce -5.6% 65,985 $9.6M
Mutual Advisors, LLC 0.29% Add +30.2% 63,817 $9.6M
Keebeck Wealth Management 1.40% Reduce -2.9% 65,694 $9.6M
Adamsbrown Wealth Consultants LLC 3.73% Add +5.3% 65,676 $9.6M
SFG Wealth Management, LLC. 5.45% Add +3.6% 65,593 $9.6M
Silverleafe Capital Partners, LLC 3.34% Add +21.4% 64,979 $9.5M
Petredis Investment Advisors LLC 1.05% Add +12.3% 64,667 $9.4M
Pallas Capital Advisors LLC 0.42% Add +5.5% 63,141 $9.3M
Welch Capital Partners LLC 2.19% No change 63,480 $9.3M
Toth Financial Advisory Corp. 1.17% Add +0.1% 63,241 $9.2M
Orange Investment Advisors, Inc. 1.19% Add +1.2% 65,422 $9.2M
Capital Insight Partners, LLC 1.73% Add +2.6% 62,762 $9.1M
Syon Capital LLC 0.84% Reduce -0.2% 62,755 $9.1M
Harrell Investment Partners, LLC 2.65% Reduce -18.5% 62,634 $9.1M
Evercore Wealth Management, LLC 0.14% Reduce -3.3% 62,561 $9.1M
Western Wealth Management, LLC 0.68% Reduce -1.2% 62,444 $9.1M
Intrua Financial, LLC 1.46% Add +91.6% 61,652 $9.0M
New Harbor Financial Group, LLC 2.97% Add +7.0% 61,199 $8.9M
Sigma Planning Corp 0.28% Reduce -1.4% 61,118 $8.9M
Nan Shan Life Insurance Co., Ltd. 0.21% Add +37.0% 60,573 $8.8M
Eagle Wealth Strategies LLC 7.12% Add +1.9% 60,444 $8.8M
Stratos Wealth Partners, LTD. 0.14% Reduce -51.7% 60,373 $8.8M
Merit Financial Group, LLC 0.19% Reduce -2.1% 60,202 $8.8M
National Bank of Canada 0.01% Add +35.5% 60,639 $8.8M
Beacon Pointe Advisors, LLC 0.10% Add +2.7% 59,944 $8.7M
Transcend Capital Advisors, LLC 0.61% Reduce -20.5% 57,981 $8.5M
Mfa Wealth Advisors, LLC 1.82% Add +2.1% 57,184 $8.3M
Schonfeld Strategic Advisors LLC 0.06% Add +330.7% 56,705 $8.3M
EP Wealth Advisors, LLC 0.09% Reduce -84.9% 56,335 $8.2M
Royal Fund Management, LLC 1.09% Reduce -7.0% 55,432 $8.1M
Arvest Investments, Inc. 1.29% Reduce -0.3% 55,339 $8.1M
JSF Financial, LLC 2.47% Add +266.7% 55,221 $8.0M
Forbes J M & Co. LLP 0.82% Reduce -0.6% 54,998 $8.0M
Prime Capital Investment Advisors, LLC 0.12% Reduce -18.4% 54,516 $7.9M
Renaissance Technologies 0.01% Reduce -61.5% 54,300 $7.9M
Annex Advisory Services, LLC 0.28% Reduce -0.9% 54,270 $7.9M
TrinityPoint Wealth, LLC 1.22% Reduce -21.8% 53,754 $7.8M
Howard Capital Management Group, LLC 0.57% Add +3.2% 53,375 $7.8M
Pictet North America Advisors SA 0.84% Reduce -3.6% 53,109 $7.7M
Winthrop Capital Management, LLC 3.85% Reduce -4.1% 52,743 $7.7M
Constitution Capital LLC 4.04% Reduce -2.4% 52,533 $7.7M
Freedom Investment Management, Inc. 0.63% Reduce -14.2% 52,515 $7.7M
Embree Financial Group 1.47% Reduce -0.3% 52,449 $7.6M
5th Street Advisors, LLC 3.98% Add +2.7% 52,303 $7.6M
Tritonpoint Wealth, LLC 0.73% Add +22.4% 52,174 $7.6M
Orion Porfolio Solutions, LLC 0.08% Reduce -17.5% 51,409 $7.5M
Orion Portfolio Solutions, LLC 0.08% Reduce -17.5% 51,409 $7.5M
Integrated Advisors Network LLC 0.39% Add +1.6% 51,389 $7.5M
Greenup Street Wealth Management LLC 1.76% Reduce -16.2% 51,317 $7.5M
Sykon Capital LLC 2.75% Reduce -4.4% 50,007 $7.3M
Woodmont Investment Counsel LLC 0.59% Add +1.5% 49,638 $7.2M
Cornerstone Wealth Group, LLC 0.63% Reduce -16.9% 48,428 $7.1M
Sabal Trust CO 0.42% Add +5.1% 48,181 $7.0M
Independent Financial Group, LLC 0.28% Add +4.3% 48,005 $7.0M
Capital Planning Advisors, LLC 1.19% Add +2.2% 47,597 $6.9M
Liberty One Investment Management, LLC 0.78% Reduce -3.2% 47,329 $6.9M
Next Capital Management LLC 2.90% Reduce -2.0% 47,130 $6.9M
Stephens Inc. 0.10% Reduce -9.7% 46,705 $6.8M
Retirement Planning Group, LLC 0.43% Add +4.1% 46,590 $6.8M
Asset Allocation Strategies LLC 2.26% Reduce -1.1% 46,077 $6.7M
Pinnacle Associates Ltd. 0.10% Reduce -2.0% 45,492 $6.6M
Allred Capital Management, LLC 2.53% Add +5.5% 45,362 $6.6M
Anfield Capital Management, LLC 3.19% Reduce -35.8% 45,080 $6.6M
Concentric Capital Strategies, LP 0.41% New 44,843 $6.5M
Diversify Advisory Services, LLC 0.36% Reduce -64.6% 45,003 $6.5M
CMH Wealth Management LLC 1.59% Add +2.5% 44,193 $6.4M
Commerce Bank 0.04% Reduce -23.9% 44,048 $6.4M
Centaurus Financial, Inc. 0.42% Reduce -30.7% 43,781 $6.4M
Harbour Investments, Inc. 0.21% Add +38.8% 43,650 $6.4M
Sepio Capital, LP 0.58% Reduce -4.2% 43,374 $6.3M
Horizon Investments, LLC 0.17% Add +23.1% 43,146 $6.3M
Modus Advisors, LLC 2.22% Add +0.9% 43,091 $6.3M
Simplicity Wealth,LLC 0.14% Reduce -2.4% 42,749 $6.2M
Simmons Bank 0.47% Reduce -1.5% 42,706 $6.2M
Financial Advocates Investment Management 0.38% Reduce -32.0% 42,114 $6.1M
WoodTrust Financial Corp 0.95% New 42,079 $6.1M
Patten & Patten Inc. 0.43% Add +1.4% 42,052 $6.1M
Maven Securities LTD 0.95% Reduce -7.0% 41,753 $6.1M
AlTi Global, Inc. 0.16% Reduce -6.7% 41,590 $6.1M
TCV Trust & Wealth Management, Inc. 0.57% Add +0.1% 41,369 $6.0M
Tower Research Capital LLC (TRC) 0.10% Reduce -4.3% 41,367 $6.0M
Privium Fund Management (UK) Ltd 2.32% Add +19.9% 41,517 $5.9M
Avalon Capital Management 1.88% Add +1353.1% 40,615 $5.9M
Busey Bank 0.20% Reduce -0.0% 40,524 $5.9M
WT Wealth Management 2.01% Add +17.3% 40,393 $5.9M
Raymond James Trust N.A. 0.14% Reduce -2.3% 40,365 $5.9M
GeoWealth Management, LLC 0.25% Reduce -44.2% 40,094 $5.8M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -47.5% 39,663 $5.8M
MV Capital Management, Inc. 0.64% Reduce -2.1% 39,323 $5.7M
&partners 0.25% Add +376.4% 39,134 $5.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.17% Reduce -39.0% 38,994 $5.7M
Deltec Asset Management LLC 1.08% Reduce -0.1% 38,818 $5.7M
Cibc World Market Inc. 0.01% Reduce -1.8% 38,222 $5.6M
Wedbush Securities Inc. 0.20% Reduce -3.6% 38,138 $5.6M
Darwin Wealth Management, LLC 2.76% Add +0.8% 38,110 $5.6M
Quantinno Capital Management LP 0.10% Add +0.8% 37,953 $5.5M
St Germain D J Co. Inc. 0.26% Reduce -7.4% 37,042 $5.4M
Focus Financial Network, Inc. 0.23% Reduce -2.3% 35,739 $5.4M
Haverford Trust Co 0.06% Reduce -32.8% 36,804 $5.4M
Glenmede Trust Co. NA 0.03% Reduce -3.4% 36,776 $5.4M
Affiance Financial, LLC 1.40% Add +4.4% 36,741 $5.4M
Vectors Research Management, LLC 1.63% Add +8.4% 36,478 $5.3M
Pachira Investments Inc. 4.71% Reduce -3.9% 36,453 $5.3M
Financial Freedom, LLC 3.01% Add +30.4% 36,360 $5.3M
Allworth Financial LP 0.03% Reduce -9.8% 35,757 $5.3M
Sharper & Granite LLC 2.52% Add +3.8% 36,256 $5.3M
Venturi Wealth Management, LLC 0.31% Add +9.5% 35,509 $5.2M
Kennicott Capital Management LLC 2.14% Add +2.4% 35,378 $5.2M
Kestra Private Wealth Services, LLC 0.10% Add +0.0% 35,366 $5.2M
Waverly Advisors, LLC 0.10% Add +7.4% 35,175 $5.1M
Riverpoint Wealth Management Holdings, LLC 1.42% Reduce -1.8% 35,173 $5.1M
Pinebridge Investments, L.P. 0.04% Reduce -60.0% 35,006 $5.1M
PFG Advisors 0.34% Reduce -0.5% 34,882 $5.1M
Twin Tree Management, LP 0.15% Add +395.0% 34,784 $5.1M
Robertson Stephens Wealth Management, LLC 0.26% Reduce -30.7% 34,620 $5.0M
BigSur Wealth Management LLC 1.54% Reduce -9.3% 34,603 $5.0M
Benjamin F. Edwards & Company, Inc. 0.09% Add +27.1% 34,464 $5.0M
Elevation Point Wealth Partners, LLC 0.39% Add +0.1% 34,176 $5.0M
Shira Ridge Wealth Management 2.78% Add +1.6% 34,176 $5.0M
Great Valley Advisor Group, Inc. 0.14% Add +0.3% 33,958 $4.9M
Magnus Financial Group LLC 0.56% Add +1.2% 33,898 $4.9M
Financial Counselors Inc. 0.08% Reduce -0.8% 33,889 $4.9M
Bank of New York Mellon Corp 0.00% Add +14.4% 33,697 $4.9M
Northeast Financial Consultants Inc 0.22% Reduce -0.8% 33,374 $4.9M
Econ Financial Services Corp 3.01% Add +52.2% 33,366 $4.9M
Means Investment Co., Inc. 0.58% Add +53.6% 33,357 $4.9M
Innova Wealth Partners 3.48% Reduce -0.7% 33,330 $4.9M
Granite Harbor Advisors, Inc. 3.15% Add +10.4% 33,328 $4.9M
Bfsg, LLC 0.62% Add +0.0% 33,328 $4.9M
Denver Wealth Management, Inc. 2.43% Reduce -3.4% 33,275 $4.8M
Choate Investment Advisors 0.13% Add +1.1% 33,018 $4.8M
One Wealth Map LLC 2.96% Add +1.3% 32,207 $4.8M
Quantitative Investment Management, LLC 0.52% New 32,761 $4.8M
Mill Creek Capital Advisors, LLC 0.12% Add +289.6% 32,623 $4.8M
Dorsey & Whitney Trust CO LLC 0.33% Add +2.8% 32,368 $4.7M
AMG National Trust Bank 0.13% Add +49.6% 32,200 $4.7M
Sowell Financial Services LLC 0.22% Reduce -0.5% 32,078 $4.7M
CX Institutional 0.22% Reduce -3.3% 31,889 $4.6M
Tandem Wealth Advisors LLC 2.48% Add +1.9% 31,802 $4.6M
FPC Investment Advisory, Inc. 4.17% Add +7.2% 30,758 $4.6M
One Charles Private Wealth Services, LLC 1.92% Reduce -3.7% 31,628 $4.6M
First Horizon Advisors, Inc. 0.14% Add +0.8% 31,599 $4.6M
Cinctive Capital Management LP 0.25% Reduce -45.5% 31,592 $4.6M
Quotient Wealth Partners, LLC 0.16% Reduce -91.0% 31,507 $4.6M
Berkshire Money Management, Inc. 0.56% Add +1.2% 31,436 $4.6M
Bleakley Financial Group, LLC 0.13% Add +3.8% 31,376 $4.6M
Ferguson Wellman Capital Management, Inc. 0.09% Reduce -6.2% 31,151 $4.5M
Masso Torrence Wealth Management Inc. 2.50% Add +2.8% 30,936 $4.5M
BBJS Financial Advisors, LLC 1.67% Add +0.2% 30,704 $4.5M
Sound View Wealth Advisors Group, LLC 0.46% Add +2.5% 30,413 $4.4M
Bray Capital Advisors 1.11% Add +0.0% 30,393 $4.4M
Brandywine Oak Private Wealth LLC 0.45% Reduce -0.1% 30,282 $4.4M
Trust Co 0.57% Add +2.5% 30,277 $4.4M
Brookstone Capital Management 0.07% Reduce -2.7% 29,255 $4.4M
Alpha Family Trust 2.57% No change 30,068 $4.4M
Canada Pension Plan Investment Board 0.00% No change 30,000 $4.4M
Cooksen Wealth, LLC 4.41% Add +5.5% 29,976 $4.4M
Rockingstone Advisors LLC 2.24% Add +1.6% 29,880 $4.4M
Rye Brook Capital LLC 5.67% Reduce -54.5% 29,600 $4.3M
Parallax Volatility Advisers, L.P. 0.12% Add +20.1% 29,088 $4.2M
GoalFusion Wealth Management, LLC 2.62% Add +3.0% 28,891 $4.2M
Flagship Private Wealth, LLC 2.48% Add +4.2% 28,793 $4.2M
LM Advisors LLC 0.83% Reduce -4.3% 28,670 $4.2M
Global Retirement Partners, LLC 0.13% Reduce -19.5% 28,654 $4.2M
Benedict Financial Advisors Inc. 1.06% Add +0.0% 28,575 $4.2M
Courier Capital LLC 0.33% Reduce -39.9% 28,574 $4.2M
Csenge Advisory Group 0.23% Reduce -1.7% 28,317 $4.1M
Forbes Financial Planning, Inc. 3.23% Reduce -1.7% 28,255 $4.1M
Cary Street Partners Investment Advisory LLC 0.17% Reduce -4.2% 28,238 $4.1M
Edgestream Partners, L.P. 0.20% Add +37.4% 28,175 $4.1M
First Trust Investment Solutions L.P. 0.58% Reduce -1.4% 28,168 $4.1M
AdvisorShares Investments LLC 0.71% Reduce -6.0% 28,174 $4.1M
Meridian Wealth Management, LLC 0.49% New 28,022 $4.1M
Wela Strategies, Inc. 1.90% Add +2.0% 27,938 $4.1M
Jones Financial Companies LLLP 0.00% Add +237.2% 27,919 $4.1M
Transamerica Financial Advisors, LLC 0.43% No change 27,876 $4.1M
BBR Partners, LLC 0.33% Reduce -6.2% 27,843 $4.1M
Keybank National Association 0.02% Reduce -12.9% 27,807 $4.1M
Arkadios Wealth Advisors 0.27% Add +194.1% 27,659 $4.0M
Capstone Wealth Management Group, LLC 2.63% Add +3.9% 27,639 $4.0M
Algorithmic Investment Models, LLC 3.14% Reduce -2.6% 27,590 $4.0M
D.A. Davidson & Co. 0.04% Add +24.4% 27,573 $4.0M
Mechanics Bank Trust Department 0.57% Add +0.3% 27,559 $4.0M
Investors Asset Management of Georgia Inc. /Ga/ 1.96% Add +1.3% 27,578 $4.0M
Stockman Wealth Management, Inc. 0.70% Add +2.5% 27,553 $4.0M
Penserra Capital Management LLC 0.05% Reduce -0.6% 26,974 $3.9M
IFG Advisory, LLC 0.25% Reduce -7.9% 26,747 $3.9M
WealthCare Investment Partners, LLC 1.80% Add +3.9% 26,638 $3.9M
Vivid Wealth Management, LLC 2.17% Reduce -2.9% 26,625 $3.9M
Delos Wealth Advisors, LLC 3.73% Add +15.8% 26,519 $3.9M
Ameritas Advisory Services, LLC 0.15% Add +8.2% 26,474 $3.9M
Atlas Capital Advisors Inc. 0.50% Reduce -19.6% 26,426 $3.9M
Wealthfront Advisers LLC 0.01% Reduce -7.2% 26,168 $3.8M
Essex LLC 0.85% Add +5.5% 26,105 $3.8M
Fiduciary Group, LLC 0.41% Add +5.7% 26,095 $3.8M
Axiom Advisory, LLC 0.04% New 26,384 $3.8M
Associated Banc-Corp 0.12% Reduce -2.3% 25,881 $3.8M
Procyon Advisors, LLC 0.28% Add +38.0% 25,774 $3.8M
Wealthspire Advisors, LLC 0.05% Add +77.6% 25,656 $3.7M
Axxcess Wealth Management, LLC 0.10% Add +101.8% 25,597 $3.7M
Lyell Wealth Management, LP 0.36% Add +10.8% 25,543 $3.7M
Stratos Wealth Advisors, LLC 0.18% Reduce -6.4% 25,432 $3.7M
Sentinel Trust Co. Lba 0.45% No change 25,314 $3.7M
Prospera Financial Services Inc 0.10% Reduce -9.9% 25,238 $3.7M
Edge Capital Group, LLC 0.18% No change 25,227 $3.7M
United Asset Strategies, Inc. 0.36% Reduce -4.0% 25,190 $3.7M
Bay Rivers Group 1.90% Add +3.4% 25,071 $3.7M
Certuity, LLC 0.29% Add +3.6% 25,019 $3.6M
Nwi Management LP 0.47% No change 25,000 $3.6M
Federation des caisses Desjardins du Quebec 0.02% Reduce -5.7% 24,799 $3.6M
Level Four Advisory Services, LLC 0.16% Add +25.2% 24,786 $3.6M
Nvwm, LLC 0.96% Add +32.0% 24,738 $3.6M
Treynor Bancshares, Inc. 3.76% Reduce -11.7% 24,679 $3.6M
Dynamic Advisor Solutions LLC 0.11% Add +4.5% 24,430 $3.6M
First Financial Bank - Trust Division 0.35% Add +1.1% 24,401 $3.6M
New England Private Wealth Advisors LLC 0.62% Add +5.5% 24,382 $3.6M
Oak Family Advisors, LLC 1.35% New 24,368 $3.6M
Laraway Financial Advisors Inc 3.01% Reduce -0.7% 24,197 $3.5M
Consilio Wealth Advisors, LLC 1.57% Add +1.1% 24,093 $3.5M
Balyasny Asset Management L.P. 0.01% New 24,071 $3.5M
Capital Investment Advisory Services, LLC 0.36% Reduce -1.3% 23,945 $3.5M
Canton Hathaway, LLC 0.95% Add +0.6% 23,864 $3.5M
Jackson, Grant Investment Advisers, Inc. 1.39% Reduce -0.1% 23,656 $3.4M
AdvisorNet Financial, Inc 0.31% Add +2.1% 23,592 $3.4M
Lake Hills Wealth Management, LLC 2.45% Add +12.9% 23,380 $3.4M
Tiaa Trust, National Association 0.01% Reduce -10.8% 23,357 $3.4M
TruWealth Advisors, LLC 0.23% Reduce -1.6% 23,300 $3.4M
Principal Securities, Inc. 0.09% Add +7.8% 23,218 $3.4M
CoreCap Advisors, LLC 0.35% Reduce -47.9% 22,974 $3.3M
Laidlaw Wealth Management LLC 1.84% Add +1.0% 22,931 $3.3M
Wealthcare Advisory Partners LLC 0.10% Reduce -5.3% 22,930 $3.3M
BTG Pactual Asset Management US LLC 0.83% — 22,807 $3.3M
M&T Bank Corp 0.01% Reduce -2.9% 22,662 $3.3M
Herbst Group, LLC 2.00% Reduce -5.0% 22,553 $3.3M
James Investment Research, Inc. 0.39% Reduce -1.1% 22,361 $3.3M
WASHINGTON TRUST Co 0.12% Reduce -7.7% 22,272 $3.2M
Certified Advisory Corp 0.41% Reduce -0.9% 22,239 $3.2M
MontVue Capital Management, Inc. 2.57% Reduce -0.8% 22,176 $3.2M
New England Capital Financial Advisors LLC 1.80% Add +1.6% 22,145 $3.2M
JFS Wealth Advisors, LLC 0.25% Add +0.5% 21,964 $3.2M
Badgley Phelps Wealth Managers, LLC 0.08% Reduce -4.1% 21,730 $3.2M
Cabana LLC 14.42% New 21,607 $3.1M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 5.80% Reduce -12.2% 21,608 $3.1M
Symmetry Investments LP 0.39% New 21,500 $3.1M
Smith Thornton Advisors LLC 2.30% — 21,398 $3.1M
MTM Investment Management, LLC 1.27% Add +0.7% 21,308 $3.1M
Chesapeake Wealth Management 1.13% Add +1.1% 21,297 $3.1M
CIBC Private Wealth Group LLC 0.01% Add +0.8% 21,487 $3.1M
Joseph P. Lucia & Associates, LLC 1.58% Add +6.5% 21,217 $3.1M
Bank of Marin 2.66% Reduce -1.4% 21,166 $3.1M
Principle Wealth Partners LLC 0.23% Reduce -1.9% 20,961 $3.1M
Vaughan David Investments LLC 0.08% Add +40.2% 20,959 $3.1M
Moulton Wealth Management, Inc. 2.77% Add +0.7% 20,945 $3.1M
Clear Creek Financial Management, LLC 0.37% Reduce -5.4% 20,995 $3.1M
Richard W. Paul & Associates, LLC 1.18% Reduce -0.2% 20,894 $3.0M
Providence First Trust Co 1.37% No change 20,867 $3.0M
First National Bank of Hutchinson 1.94% Reduce -0.6% 20,845 $3.0M
Moloney Securities Asset Management, LLC 0.44% Reduce -6.5% 20,812 $3.0M
Magnolia Capital Management Ltd. 2.52% Reduce -1.0% 20,634 $3.0M
Realta Investment Advisors 0.59% Reduce -13.2% 20,589 $3.0M
Salem Investment Counselors Inc. 0.10% Reduce -0.2% 20,336 $3.0M
Westside Investment Management, Inc. 0.68% Add +5.5% 20,270 $3.0M
Apexium Financial, LP 0.21% Reduce -1.1% 20,230 $2.9M
Verus Capital Partners, LLC 0.30% Reduce -1.6% 20,046 $2.9M
Nelson Capital Management, LLC 0.52% Add +0.7% 20,044 $2.9M
Nations Financial Group Inc, /Ia/ 0.24% Add +0.0% 20,012 $2.9M
Capitol Family Office, Inc. 3.90% Reduce -1.2% 20,004 $2.9M
HB Wealth Management, LLC 0.03% Add +31.9% 19,979 $2.9M
Bartlett & Co. Wealth Management LLC 0.04% Add +1.0% 19,858 $2.9M
Dodds Wealth, LLC 1.12% Reduce -3.8% 19,737 $2.9M
Regal Investment Advisors LLC 0.19% Reduce -5.7% 19,617 $2.9M
IFP Advisors, Inc 0.11% Add +13.0% 19,562 $2.9M
Interactive Financial Advisors, Inc. 1.57% Reduce -0.2% 19,553 $2.8M
Cresta Advisors, Ltd. 1.68% Add +3.5% 19,460 $2.8M
Circle Wealth Management, LLC 0.07% Reduce -17.1% 19,458 $2.8M
Grassi Investment Management 0.25% Reduce -1.0% 19,449 $2.8M
Boltwood Capital Management 0.88% Reduce -5.3% 19,322 $2.8M
Zullo Investment Group, Inc. 1.23% Add +1.7% 19,192 $2.8M
New Wave Wealth Advisors LLC 1.50% — 19,169 $2.8M
Johnson Investment Counsel Inc. 0.03% Add +0.6% 18,956 $2.8M
FIL Ltd 0.00% Reduce -75.6% 18,918 $2.8M
Sfmg, LLC 0.24% Reduce -18.6% 18,836 $2.7M
Knollwood Investment Advisory, LLC 0.31% No change 18,830 $2.7M
Stonebridge Financial Planning Group, LLC 1.37% Add +1.8% 18,750 $2.7M
B&D White Capital Company, LLC 0.57% Reduce -40.2% 18,731 $2.7M
Sandy Spring Bank 0.12% Reduce -0.8% 18,646 $2.7M
Meridian Investment Counsel Inc. 0.86% Add +25.1% 18,640 $2.7M
Sequoia Financial Advisors, LLC 0.03% Reduce -8.3% 18,593 $2.7M
Elevated Capital Advisors, LLC 0.75% Add +4.8% 18,324 $2.7M
Alerus Financial NA 0.20% Add +2.5% 18,322 $2.7M
Donald L. Hagan, LLC 1.41% Add +1.5% 18,250 $2.7M
Theory Financial LLC 1.25% Reduce -35.5% 18,208 $2.7M
Visionary Wealth Advisors 0.17% Add +7.7% 18,199 $2.7M
Householder Group Estate & Retirement Specialist, LLC 0.74% Reduce -2.3% 18,131 $2.6M
Soltis Investment Advisors LLC 0.28% Reduce -23.7% 18,033 $2.6M
Weatherly Asset Management L. P. 0.24% No change 17,953 $2.6M
Berger Financial Group, Inc 0.21% Reduce -10.6% 17,942 $2.6M
Sierra Capital LLC 0.35% No change 17,911 $2.6M
Migdal Insurance & Financial Holdings Ltd. 0.04% Add +255.2% 17,818 $2.6M
Amarillo National Bank 0.49% Reduce -1.6% 17,787 $2.6M
Money Concepts Capital Corp. 0.22% Reduce -24.2% 17,763 $2.6M
Ellis Investment Partners, LLC 0.55% Add +2.8% 17,708 $2.6M
Belpointe Asset Management LLC 0.18% Reduce -12.2% 17,557 $2.6M
Wealth Quarterback LLC 1.45% Reduce -3.7% 17,516 $2.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -5.5% 17,415 $2.5M
Marion Wealth Management 0.74% Add +2.1% 17,367 $2.5M
Wintrust Investments LLC 0.21% Add +4.6% 17,340 $2.5M
Natixis Advisors, LLC 0.01% New 17,339 $2.5M
Summit Financial, LLC 0.11% New 17,166 $2.5M
Farmers & Merchants Trust Co of Chambersburg PA 1.01% Add +0.6% 17,159 $2.5M
One Day In July LLC 0.31% Reduce -0.3% 17,093 $2.5M
Pettinga Financial Advisors LLC 0.62% Reduce -8.2% 17,080 $2.5M
U.S. Capital Wealth Advisors, LLC 0.09% Reduce -33.9% 17,006 $2.5M
Lionsbridge Wealth Management LLC 1.98% Reduce -0.9% 16,940 $2.5M
Avitas Wealth Management LLC 0.36% Add +0.4% 16,878 $2.5M
Kovack Advisors, Inc. 0.27% New 16,842 $2.5M
Synovus Financial Corp. 0.03% Add +2.9% 16,828 $2.5M
Proffitt & Goodson Inc. 0.43% Add +3.0% 16,826 $2.5M
Avalon Trust Co 0.19% Reduce -8.1% 16,693 $2.4M
Koshinski Asset Management, Inc. 0.23% Add +45.1% 16,756 $2.4M
Ieq Capital, LLC 0.03% Reduce -4.2% 16,595 $2.4M
Montecito Bank & Trust 0.49% Reduce -10.8% 16,426 $2.4M
Strategy Asset Managers LLC 0.53% Reduce -10.8% 17,986 $2.4M
Wolverine Trading, LLC 0.04% Add +71.8% 16,364 $2.4M
Intrepid Financial Planning Group LLC 1.02% Reduce -0.5% 16,294 $2.4M
Windsor Capital Management, LLC 0.73% Reduce -9.1% 16,284 $2.4M
Envision Financial Planning, LLC 1.82% Add +3.9% 16,283 $2.4M
Fagan Associates, Inc. 0.41% Reduce -1.3% 16,268 $2.4M
Jacobi Capital Management LLC 0.21% Add +25.1% 16,262 $2.4M
Butensky & Cohen Financial Security, Inc. 0.75% Add +2.6% 16,250 $2.4M
Kanawha Capital Management LLC 0.18% Reduce -1.4% 16,086 $2.3M
Capital Investment Counsel, Inc 0.35% Add +1.4% 16,040 $2.3M
Access Financial Services, Inc. 1.06% Reduce -2.1% 15,995 $2.3M
RiverGlades Family Offices LLC 1.81% No change 15,971 $2.3M
SteelPeak Wealth, LLC 0.11% Reduce -46.6% 15,948 $2.3M
Colonial River Investments, LLC 1.25% Reduce -7.3% 15,888 $2.3M
HBW Advisory Services LLC 0.38% Add +28.9% 15,866 $2.3M
St. Johns Investment Management Company, LLC 1.09% Add +1.5% 15,807 $2.3M
Leuthold Group, LLC 0.27% Reduce -41.6% 15,742 $2.3M
McGuire Investment Group, LLC 0.33% Add +1.0% 15,703 $2.3M
Crestwood Advisors Group, LLC 0.05% Add +0.1% 15,516 $2.3M
WealthPLAN Partners, LLC 0.24% Add +13.9% 15,304 $2.2M
Rehmann Capital Advisory Group 0.16% Add +13.0% 15,292 $2.2M
Performance Wealth Partners, LLC 0.08% Reduce -77.6% 15,274 $2.2M
Snowden Capital Advisors LLC 0.07% Add +1.3% 15,261 $2.2M
MBA Advisors LLC 1.14% Reduce -2.7% 15,237 $2.2M
9258 Wealth Management, LLC 0.34% Reduce -18.0% 15,100 $2.2M
Massachusetts Wealth Management 1.47% Add +63.4% 15,036 $2.2M
Hoylecohen, LLC 0.17% Reduce -5.2% 15,023 $2.2M
Independent Order of Foresters 1.35% No change 15,015 $2.2M
World Investment Advisors 0.14% Add +83.5% 14,994 $2.2M
Colony Family Offices, LLC 0.70% No change 14,962 $2.2M
Clarus Wealth Advisors 1.16% Add +1.9% 14,900 $2.2M
WESPAC Advisors, LLC 1.70% Reduce -30.4% 14,921 $2.2M
Activest Wealth Management 0.71% Reduce -21.4% 14,908 $2.2M
Strategic Blueprint, LLC 0.15% Add +2.5% 14,907 $2.2M
Sand Hill Global Advisors, LLC 0.10% Reduce -0.0% 14,843 $2.2M
Apollon Wealth Management, LLC 0.07% Reduce -11.3% 14,815 $2.2M
Private Portfolio Partners LLC 1.75% Reduce -1.9% 14,772 $2.2M
IMC-Chicago, LLC 0.07% Reduce -40.6% 14,689 $2.1M
Jackson Hole Capital Partners, LLC 0.47% Reduce -1.2% 14,643 $2.1M
Mgo One Seven LLC 0.10% Reduce -4.2% 14,572 $2.1M
Advocacy Wealth Management, LLC 0.17% Reduce -23.0% 14,406 $2.1M
ICA Group Wealth Management, LLC 1.26% Reduce -66.0% 14,368 $2.1M
Pine Valley Investments Ltd Liability Co 0.15% Add +47.5% 14,149 $2.1M
Concentrum Wealth Management 0.86% Add +3.1% 14,077 $2.1M
Gsa Capital Partners LLP 0.14% Reduce -17.2% 13,962 $2.0M
Crew Capital Management, Ltd 1.63% Reduce -20.9% 13,957 $2.0M
1834 Investment Advisors Co. 0.24% Reduce -4.6% 13,948 $2.0M
Caprock Group, LLC 0.08% Add +8.9% 13,904 $2.0M
WP Advisors, LLC 0.64% Reduce -2.0% 13,752 $2.0M
International Assets Investment Management, LLC 0.19% Reduce -4.3% 13,732 $2.0M
Hilltop Holdings Inc. 0.23% Reduce -46.5% 13,689 $2.0M
Citizens Financial Group Inc. 0.04% Add +660.8% 13,671 $2.0M
Wilson & Boucher Capital Management, LLC 1.52% Add +8.9% 13,634 $2.0M
Crumly & Associates Inc. 0.57% Reduce -31.0% 13,615 $2.0M
American Institute for Advanced Investment Management, LLP 1.52% Reduce -0.8% 13,592 $2.0M
Tsfg, LLC 0.46% Reduce -1.4% 13,564 $2.0M
Cypress Capital Group 0.24% Reduce -1.1% 13,538 $2.0M
Baker Avenue Asset Management, LP 0.07% Reduce -61.2% 13,515 $2.0M
Creative Financial Designs Inc. 0.18% Add +212.1% 13,507 $2.0M
Regions Financial Corp. 0.01% Reduce -3.3% 13,460 $2.0M
Bryn Mawr Trust Advisors, LLC 0.11% Reduce -2.1% 13,383 $2.0M
GPS Wealth Strategies Group, LLC 0.29% Add +9.6% 13,297 $1.9M
VCI Wealth Management LLC 0.95% Add +131.6% 13,254 $1.9M
ARS Investment Partners, LLC 0.18% Add +1.1% 13,244 $1.9M
Highland Capital Management, LLC 0.11% Add +4.8% 13,216 $1.9M
Calton & Associates, Inc. 0.96% Reduce -10.2% 13,190 $1.9M
Quattro Financial Advisors LLC 0.50% Reduce -2.8% 13,186 $1.9M
Fisher Asset Management 0.00% Reduce -14.9% 13,179 $1.9M
Colton Groome Financial Advisors, LLC 0.76% Reduce -43.3% 13,168 $1.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 13,110 $1.9M
Brown Advisory Inc. 0.00% Add +11.9% 13,061 $1.9M
First Bancorp, Inc 1.41% Reduce -13.3% 13,060 $1.9M
Connective Portfolio Management, LLC 3.08% New 13,000 $1.9M
Insigneo Advisory Services, LLC 0.21% Add +27.3% 12,898 $1.9M
Birchcreek Wealth Management, LLC 1.06% Reduce -29.8% 12,912 $1.9M
Glenview Trust Co 0.04% Reduce -1.0% 12,853 $1.9M
WealthBridge Capital Management, LLC 0.61% Reduce -0.1% 12,717 $1.9M
Manhattan West Asset Management, LLC 0.50% Add +49.9% 12,716 $1.9M
AlphaQ Advisors LLC 5.46% Reduce -44.7% 12,670 $1.8M
Private Wealth Strategies, L.L.C. 0.37% Add +94.5% 12,519 $1.8M
Apollon Financial, LLC 0.59% Add +2.1% 12,505 $1.8M
Ashton Thomas Securities, LLC 0.44% — 12,677 $1.8M
ProVise Management Group, LLC 0.15% Reduce -1.9% 12,401 $1.8M
SMART Wealth LLC 0.73% Add +7.5% 12,378 $1.8M
Horizon Financial Services, LLC 1.14% Reduce -19.8% 12,350 $1.8M
Moneco Advisors, LLC 0.26% Add +111.9% 12,324 $1.8M
Fernwood Investment Management, LLC 0.56% Reduce -0.0% 12,323 $1.8M
Perennial Investment Advisors, LLC 0.25% Add +31.2% 12,058 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.4% 12,054 $1.8M
MA Private Wealth 0.35% Reduce -0.9% 11,983 $1.7M
Okabena Investment Services Inc. 0.55% No change 11,982 $1.7M
Marcum Wealth, LLC 0.18% Reduce -23.5% 11,970 $1.7M
Journey Strategic Wealth LLC 0.07% Reduce -12.7% 11,960 $1.7M
M3 Advisory Group, LLC 1.43% Add +6.1% 11,878 $1.7M
RMR Wealth Builders 0.20% Reduce -1.4% 11,810 $1.7M
Worth Asset Management, LLC 1.02% Add +165.9% 11,760 $1.7M
Townsquare Capital LLC 0.02% Add +5.5% 11,717 $1.7M
Glass Jacobson Investment Advisors llc 0.62% No change 11,706 $1.7M
Roberts Wealth Advisors, LLC 0.58% Reduce -4.3% 11,753 $1.7M
O'shaughnessy Asset Management, LLC 0.02% Add +49.2% 11,685 $1.7M
Purus Wealth Management, LLC 0.75% Add +0.3% 11,672 $1.7M
Encompass More Asset Management 1.21% Add +9.0% 11,664 $1.7M
OneDigital Investment Advisors LLC 0.02% Add +21.1% 11,644 $1.7M
Peterson Wealth Management 1.04% Add +83.0% 11,588 $1.7M
V2 Financial group LLC 1.13% Add +0.0% 11,250 $1.7M
Waldron Private Wealth LLC 0.07% No change 11,491 $1.7M
Spirepoint Private Client, LLC 0.24% Add +3.1% 11,442 $1.7M
Chemistry Wealth Management LLC 0.43% Add +12.6% 11,341 $1.7M
Paragon Capital Management Inc. 1.25% Reduce -1.4% 11,280 $1.6M
Future Financial Wealth Managment LLC 1.44% Reduce -0.5% 11,253 $1.6M
AE Wealth Management LLC 0.02% Add +11.7% 11,233 $1.6M
Altus Wealth Group LLC 0.81% Reduce -15.5% 11,160 $1.6M
Game Plan Financial Advisors, LLC 0.90% Add +8.5% 11,139 $1.6M
Diligent Investors, LLC 0.40% Add +0.0% 11,114 $1.6M
Advisory Resource Group 0.36% Add +9.1% 10,970 $1.6M
Avior Wealth Management, LLC 0.07% Reduce -10.2% 10,635 $1.6M
Cypress Capital Management LLC (WY) 1.66% Reduce -2.3% 10,617 $1.5M
Mackenzie Financial Corp. 0.00% Reduce -35.8% 10,610 $1.5M
McAdam, LLC 0.09% Reduce -26.2% 10,605 $1.5M
OneAscent Financial Services LLC 0.21% Add +17.5% 10,580 $1.5M
AAFMAA Wealth Management & Trust LLC 0.76% New 10,563 $1.5M
Choreo, LLC 0.03% Add +197.6% 10,613 $1.5M
Atticus Wealth Management, LLC 0.50% Reduce -14.5% 10,557 $1.5M
Schmidt P J Investment Management Inc. 0.28% Reduce -9.9% 10,520 $1.5M
Whittier Trust Co. 0.02% Reduce -36.3% 10,511 $1.5M
Silver Oak Securities, Incorporated 0.23% Add +68.4% 10,502 $1.5M
Neuberger Berman Group LLC 0.00% Add +52.5% 10,446 $1.5M
Plimoth Trust Co. LLC 0.40% Reduce -6.2% 10,401 $1.5M
Primoris Wealth Advisors, LLC 1.21% Add +0.6% 10,351 $1.5M
Hudock, Inc. 0.28% Reduce -1.8% 10,326 $1.5M
Lindbrook Capital, LLC 0.14% Reduce -28.7% 10,320 $1.5M
Cranbrook Wealth Management, LLC 0.37% Add +0.9% 10,258 $1.5M
Bricktown Capital, LLC 0.30% New 10,256 $1.5M
Absolute Capital Management, LLC 0.90% Reduce -20.1% 10,212 $1.5M
Abbrea Capital, LLC 0.20% Reduce -13.8% 10,199 $1.5M
Moneta Group Investment Advisors LLC 0.02% Add +14.0% 10,191 $1.5M
Oxinas Partners, LLC 0.98% Reduce -10.1% 10,141 $1.5M
Thomasville National Bank 0.12% No change 10,110 $1.5M
Roman Butler Fullerton & Co. 0.48% Reduce -0.1% 10,066 $1.5M
RPg Family Wealth Advisory, LLC 0.48% Add +5.3% 10,073 $1.5M
Family Asset Management, LLC 0.94% Add +0.2% 10,058 $1.5M
Lodestar Private Asset Management LLC 0.20% Add +10.1% 10,055 $1.5M
Trifecta Capital Advisors, LLC 0.32% Add +10.9% 10,017 $1.5M
LMCG Investments, LLC 0.08% Reduce -2.1% 10,008 $1.5M
Palumbo Wealth Management LLC 0.61% Add +0.2% 9,945 $1.4M
Brighton Jones LLC 0.05% Add +23.4% 9,918 $1.4M
Claro Advisors Inc. 0.23% Reduce -6.2% 9,894 $1.4M
Sage Capital Management, LLC 0.76% Add +0.2% 9,877 $1.4M
Fortune Financial Advisors, LLC 0.87% Add +54.5% 9,775 $1.4M
GYL Financial Synergies, LLC 0.11% Add +58.5% 9,754 $1.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.16% Add +72.8% 9,752 $1.4M
Hillcrest Wealth Advisors - NY, LLC 0.76% No change 9,700 $1.4M
Private Trust Co. NA 0.15% Reduce -15.2% 9,697 $1.4M
Consolidated Portfolio Review Corp 0.33% Add +26.8% 9,592 $1.4M
Greenwood Capital Associates LLC 0.18% Reduce -2.1% 9,553 $1.4M
Bramshill Investments, LLC 0.15% No change 9,538 $1.4M
Acima Private Wealth, LLC 0.51% No change 9,515 $1.4M
Tidemark, LLC 0.64% Reduce -8.4% 9,509 $1.4M
Zimmermann Investment Management & Planning LLC 0.46% Add +3.7% 9,495 $1.4M
Strategic Advisors LLC 0.27% Reduce -25.6% 9,457 $1.4M
Smith, Moore & Co. 0.14% Add +2.9% 9,451 $1.4M
Ranch Capital Advisors Inc. 0.72% Add +0.7% 9,417 $1.4M
Florida Financial Advisors, LLC 0.82% Reduce -2.9% 9,399 $1.4M
FRG Family Wealth Advisors LLC 0.27% Add +3.0% 9,282 $1.4M
Gallagher Fiduciary Advisors, LLC 0.31% Reduce -2.5% 9,382 $1.4M
Phillips Wealth Planners LLC 1.44% Add +0.3% 9,320 $1.4M
Windham Capital Management, LLC 1.07% No change 9,337 $1.4M
Arrow Financial Corp 0.13% Reduce -1.1% 9,281 $1.4M
Central Bank & Trust Co. 0.19% Reduce -1.7% 9,255 $1.3M
CMG Global Holdings, LLC 0.89% Add +1.0% 9,239 $1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.22% Reduce -3.0% 9,217 $1.3M
Smith Salley Wealth Management 0.10% Add +10.1% 9,209 $1.3M
Rovin Capital /Ut/ 0.56% Add +2.7% 9,205 $1.3M
Birinyi Associates Inc. 0.40% Reduce -5.1% 9,207 $1.3M
Mma Asset Management LLC 0.63% Reduce -41.4% 9,171 $1.3M
Redwood Financial Network Corp 1.12% Add +7.2% 9,137 $1.3M
Capital Management Associates 1.57% No change 9,099 $1.3M
Abbot Financial Management, Inc. 0.71% Reduce -0.3% 9,070 $1.3M
Alliancebernstein L.P. 0.00% Reduce -6.4% 9,026 $1.3M
NorthRock Partners, LLC 0.05% Reduce -46.6% 9,009 $1.3M
Ingalls & Snyder LLC 0.06% Add +4.8% 8,994 $1.3M
Bright Futures Wealth Management, LLC. 0.70% Add +3.2% 8,572 $1.3M
Welch Group, LLC 0.06% Add +322.3% 8,860 $1.3M
Relative Value Partners Group, LLC 0.17% New 8,850 $1.3M
Lake Street Private Wealth, LLC 0.17% Reduce -26.2% 8,850 $1.3M
NBT Bank, N.A. 0.09% Reduce -5.6% 8,845 $1.3M
Camelot Technology Advisors, Inc. 1.20% Reduce -8.0% 8,840 $1.3M
Rockland Trust Co. 0.07% Reduce -19.6% 8,796 $1.3M
Curated Wealth Partners LLC 0.18% — 8,760 $1.3M
Chatham Capital Group, Inc. 0.22% No change 8,740 $1.3M
Aptus Capital Advisors, LLC 0.02% Reduce -14.1% 8,739 $1.3M
Cornerstone Wealth Management, LLC 0.10% Reduce -12.0% 8,734 $1.3M
Advisors Management Group Inc. 0.32% Reduce -16.8% 8,709 $1.3M
Fulcrum Capital LLC 0.29% No change 8,700 $1.3M
Moors & Cabot, Inc. 0.07% Add +5.9% 8,645 $1.3M
Schorn Wealth LLC 0.45% Reduce -7.7% 8,595 $1.3M
PFG Investments, LLC 0.09% Reduce -46.7% 8,580 $1.3M
FineMark National Bank & Trust 0.05% Add +4.3% 8,571 $1.2M
Legacy Advisors, LLC 0.15% Add +0.4% 8,546 $1.2M
Interchange Capital Partners, LLC 0.46% Add +3.3% 8,540 $1.2M
Parallel Advisors, LLC 0.03% Add +6.0% 8,508 $1.2M
Point Windward Advisors Inc. 0.51% Reduce -0.7% 8,477 $1.2M
CreativeOne Wealth, LLC 0.06% Reduce -50.9% 8,425 $1.2M
Bristlecone Advisors, LLC 0.10% No change 8,425 $1.2M
Keel Point, LLC 0.11% Add +8.3% 8,100 $1.2M
SOL Capital Management CO 0.15% No change 8,364 $1.2M
Lazard Asset Management LLC 0.00% No change 8,295 $1.2M
First National Trust Co 0.05% Reduce -0.0% 8,209 $1.2M
LCNB Corp. 0.44% No change 8,130 $1.2M
LBMC Investment Advisors, LLC 0.10% No change 8,122 $1.2M
Narwhal Capital Management 0.11% Reduce -0.7% 8,090 $1.2M
Exencial Wealth Advisors, LLC 0.04% Reduce -17.3% 8,054 $1.2M
Pinnacle Financial Partners Inc 0.03% Reduce -0.5% 8,004 $1.2M
Ally Invest Advisors Inc. 0.11% Add +14.6% 8,033 $1.2M
First International Bank & Trust 0.40% No change 8,025 $1.2M
Ascent Group, LLC 0.09% Reduce -29.7% 7,952 $1.2M
Larson Financial Group LLC 0.08% Add +157.3% 7,935 $1.2M
Rwa Wealth Partners, LLC 0.02% Reduce -1.7% 7,888 $1.1M
SVB Wealth LLC 0.03% Add +5.8% 7,853 $1.1M
Bailard, Inc. 0.03% Reduce -0.2% 7,810 $1.1M
Transform Wealth, LLC 0.09% Reduce -59.4% 7,766 $1.1M
Oliver Lagore Vanvalin Investment Group 0.32% Reduce -31.6% 7,762 $1.1M
Vantage Financial Partners, LLC 0.29% Add +1.1% 7,753 $1.1M
Narus Financial Partners, LLC 0.45% Reduce -2.9% 7,654 $1.1M
Bridge Advisory, LLC 0.55% Add +8.7% 7,623 $1.1M
Midwest Financial Group LLC 0.71% Add +0.4% 7,625 $1.1M
Hollencrest Capital Management 0.05% Reduce -2.1% 7,580 $1.1M
Wesbanco Bank Inc. 0.04% Reduce -51.1% 7,561 $1.1M
Compound Planning, Inc. 0.08% Reduce -10.8% 7,515 $1.1M
Lunt Capital Management, Inc. 0.54% Add +75.9% 7,502 $1.1M
Heartwood Wealth Advisors LLC 0.13% Add +0.3% 7,460 $1.1M
Randall & Associates Wealth Management 0.98% Add +5.2% 7,453 $1.1M
Davis R M Inc. 0.02% Add +413.6% 7,447 $1.1M
Lokken Investment Group LLC 0.51% Add +7.3% 7,418 $1.1M
Ledyard National Bank 0.10% Reduce -5.9% 7,412 $1.1M
Forum Financial Management, LP 0.02% Add +167.3% 7,411 $1.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -94.0% 7,400 $1.1M
Aberdeen Wealth Management LLC 0.73% No change 7,396 $1.1M
First Trust Direct Indexing L.P. 0.07% Add +315.9% 7,320 $1.1M
Inscription Capital, LLC 0.17% Add +0.7% 7,305 $1.1M
Good Life Advisors, LLC 0.09% Reduce -3.9% 7,294 $1.1M
Blue Chip Partners, LLC 0.10% Add +0.3% 7,252 $1.1M
Wealthgarden F.S. LLC 1.11% — 7,213 $1.1M
Vontobel Holding Ltd. 0.00% Reduce -26.6% 7,155 $1.0M
City Center Advisors, LLC 1.22% No change 7,010 $1.0M
Smith Anglin Financial, LLC 0.10% Add +12.5% 7,043 $1.0M
Navellier & Associates Inc. 0.12% Add +0.0% 7,024 $1.0M
Fidelis Capital Partners, LLC 0.15% Add +14.6% 6,993 $1.0M
Clearstead Advisors, LLC 0.02% Reduce -31.3% 6,990 $1.0M
LVM Capital Management Ltd. 0.12% Reduce -0.2% 6,985 $1.0M
Lanark Financial, Inc. 0.09% Reduce -13.0% 6,963 $1.0M
Marco Investment Management LLC 0.09% Add +0.2% 6,956 $1.0M
Roble, Belko & Company, Inc 0.17% Reduce -0.9% 6,953 $1.0M
Saiph Capital, LLC 0.45% Add +3.0% 6,886 $1.0M
Stock Yards Bank & Trust Co. 0.03% Add +11.5% 6,819 $994K
Tradition Wealth Management, LLC 0.10% Add +0.8% 6,815 $993K
Teamwork Financial Advisors, LLC 0.15% Reduce -56.7% 6,788 $990K
Geneos Wealth Management Inc. 0.04% Reduce -3.2% 6,762 $985K
Deutsche Bank AG 0.00% Reduce -32.2% 6,672 $972K
L.M. Kohn & Company 0.26% Add +1.0% 6,519 $950K
Pacific Center for Financial Services 0.27% Add +1.1% 6,503 $948K
Avestar Capital, LLC 0.10% Reduce -4.6% 6,466 $942K
Mission Creek Capital Partners, Inc. 0.24% Add +0.2% 6,453 $941K
Venture Visionary Partners LLC 0.04% Add +0.3% 6,438 $939K
Altfest L J & Co. Inc. 0.13% Reduce -5.0% 6,438 $938K
Grant/GrossMendelsohn, LLC 0.43% Reduce -0.2% 6,421 $936K
Channel Wealth LLC 0.34% Reduce -3.2% 6,408 $934K
Girard Partners LTD. 0.09% Reduce -18.6% 6,397 $932K
Farther Finance Advisors, LLC 0.04% Add +61.9% 6,388 $926K
Beaumont Financial Advisors, LLC 0.07% Add +11.1% 6,332 $923K
Cape Investment Advisory, Inc. 0.41% Add +1.6% 6,306 $919K
Franklin Resources Inc. 0.00% Add +10.1% 6,298 $918K
Hancock Whitney Corp. 0.03% Reduce -0.0% 6,294 $917K
Carolinas Wealth Consulting LLC 0.18% Add +0.1% 6,243 $910K
E&G Advisors, LLC 0.27% Reduce -11.4% 6,217 $906K
Northstar Advisory Group, LLC 0.52% Reduce -3.4% 6,175 $900K
Burford Brothers, Inc. 0.52% Add +6.2% 6,155 $897K
Ballentine Partners, LLC 0.02% Reduce -16.1% 6,131 $894K
Condor Capital Management 0.09% Reduce -1.4% 6,124 $893K
Two Sigma Securities, LLC 0.04% Reduce -69.4% 6,093 $888K
Occidental Asset Management, LLC 0.16% Add +13.8% 6,068 $884K
Coordinated Financial Services, Inc. 0.77% Reduce -5.4% 6,065 $884K
Valeo Financial Advisors, LLC 0.03% Add +58.7% 6,048 $882K
Arrowroot Family Office, LLC 0.56% Reduce -5.6% 6,048 $882K
Freestone Capital Holdings, LLC 0.03% Add +6.1% 6,044 $881K
Prospect Financial Services LLC 0.68% Add +11.3% 6,028 $879K
Laurel Wealth Advisors LLC 0.15% Reduce -24.1% 6,001 $875K
O'ROURKE & COMPANY, Inc 0.49% Add +4.9% 5,996 $874K
Clare Market Investments LLC 0.24% Add +17.5% 5,966 $870K
Whalerock Point Partners, LLC 0.23% No change 5,933 $865K
Aries Wealth Management 0.27% Reduce -0.4% 5,926 $864K
Moody LYNN Lieberson & Walker, LLC 0.06% Add +18.1% 5,911 $862K
Greenland Capital Management LP 0.18% New 5,880 $857K
Voya Financial Advisors, Inc. 0.10% Add +22.1% 5,858 $855K
Lynx Investment Advisory 0.63% — 5,849 $852K
Cassaday & Co Wealth Management LLC 0.03% Reduce -1.0% 5,836 $851K
Talisman Wealth Advisors LLC 0.98% Reduce -2.3% 5,827 $849K
Country Club Bank 0.06% Reduce -1.7% 5,812 $848K
Foguth Wealth Management, LLC. 0.37% Add +54.8% 5,811 $847K
Milestone Asset Management, LLC 0.21% Reduce -32.4% 5,804 $846K
San Luis Wealth Advisors LLC 0.20% Reduce -79.9% 5,734 $836K
Sigma Investment Counselors Inc. 0.05% Add +84.7% 5,732 $835K
Harbor Investment Advisory, LLC 0.09% Reduce -7.0% 5,696 $830K
Fort Point Capital Partners LLC 0.11% Reduce -11.4% 5,666 $826K
First Citizens Bank & Trust Co. 0.02% No change 5,657 $825K
Personal Cfo Solutions, LLC 0.13% Reduce -2.4% 5,647 $823K
Pettyjohn, Wood & White, Inc. 0.16% Add +12.6% 5,645 $823K
NTV Asset Management LLC 0.12% No change 5,630 $821K
Quadrant Private Wealth Management, LLC 0.19% Add +0.2% 5,614 $818K
Thrive Capital Management, LLC 0.37% New 5,565 $811K
Breed's Hill Capital LLC 0.72% No change 5,542 $808K
Kingswood Wealth Advisors, LLC 0.07% Add +4.9% 5,540 $807K
Richard Bernstein Advisors LLC 0.02% Reduce -9.3% 5,519 $804K
Sage Capital Advisors,llc 0.23% Reduce -0.2% 5,499 $802K
Trademark Financial Management, LLC 0.65% Reduce -0.9% 5,464 $796K
Lansing Street Advisors 0.33% Reduce -13.0% 5,434 $792K
Segment Wealth Management, LLC 0.06% Reduce -0.9% 5,429 $791K
Tyler-Stone Wealth Management 0.33% Add +1.3% 5,423 $790K
Navis Wealth Advisors, LLC 0.91% Add +0.4% 5,420 $790K
Able Wealth Management LLC 0.65% Reduce -9.8% 5,419 $790K
Global Financial Private Client, LLC 0.33% Add +2.0% 5,407 $788K
JTC Employer Solutions Trustee Ltd 0.05% Reduce -3.4% 5,400 $787K
MKT Advisors LLC 0.39% No change 5,418 $785K
Trivium Point Advisory, LLC 0.12% New 5,352 $780K
JBR Co Financial Management Inc 0.55% Add +7.3% 5,333 $777K
CENTRAL TRUST Co 0.02% Add +1.1% 5,324 $776K
One Capital Management, LLC 0.03% New 5,316 $775K
Dearborn Partners LLC 0.03% Reduce -4.1% 5,313 $774K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -10.2% 4,762 $772K
Cullen/Frost Bankers, Inc. 0.01% Reduce -35.6% 5,288 $771K
Sonoma Private Wealth LLC 1.25% Reduce -1.4% 5,287 $771K
Morton Community Bank 0.22% New 5,284 $770K
Court Place Advisors, LLC 0.24% Reduce -3.6% 5,282 $770K
Waterway Wealth Management, LLC 0.38% Add +46.1% 5,275 $769K
Waterloo Capital, L.P. 0.09% Reduce -21.6% 5,266 $768K
Shufro Rose & Co. LLC 0.06% Add +4.0% 5,264 $767K
DLK Investment Management, LLC 0.32% Add +2.5% 5,259 $766K
Contravisory Investment Management, Inc. 0.17% Add +10.7% 5,257 $766K
Matthew Goff Investment Advisor, LLC 0.16% Add +41.0% 5,246 $765K
Investment Advisory Services Inc. /TX 0.28% Add +7.9% 5,231 $762K
Arete Wealth Advisors, LLC 0.06% New 5,235 $762K
Horizon Family Wealth, Inc. 0.58% Add +0.3% 5,222 $761K
Allie Family Office LLC 0.46% Add +160.2% 5,197 $757K
Foster Dykema Cabot & Partners, LLC 0.07% Reduce -4.7% 5,160 $752K
Berkeley Capital Partners, LLC 0.23% Add +10.6% 5,159 $752K
Insight Advisors, LLC/ PA 0.14% Reduce -10.9% 5,136 $749K
Heritage Wealth Advisors 0.03% No change 5,124 $747K
Archford Capital Strategies, LLC 0.12% Reduce -0.2% 5,119 $746K
National Philanthropic Trust 0.01% Reduce -0.6% 5,079 $740K
Fairfield Financial Advisors, LTD 0.22% — 5,054 $737K
LPWM LLC 0.25% Add +21.4% 5,095 $735K
Chilton Capital Management LLC 0.03% Add +8.5% 5,017 $731K
Providence Capital Advisors, LLC 0.16% Add +2.9% 5,006 $730K
GAMCO Investors 0.01% No change 5,000 $729K
Balboa Wealth Partners 0.19% Add +33.0% 5,000 $729K
EverSource Wealth Advisors, LLC 0.05% Reduce -22.4% 4,855 $726K
Biltmore Family Office, LLC 0.13% No change 4,981 $726K
Burke & Herbert Bank & Trust Co. 0.18% New 4,970 $724K
Cedar Wealth Management, LLC 0.23% Reduce -54.5% 4,940 $720K
Argent Trust Co 0.03% Add +2.6% 4,922 $717K
Opinicus Capital, Inc. 0.60% Add +8.3% 4,889 $713K
NWF Advisory Services Inc. 0.11% Reduce -0.5% 4,880 $711K
Everett Harris & Co. 0.01% No change 4,875 $711K
Agate Pass Investment Management, LLC 0.38% Add +1.4% 4,874 $710K
Bradley Foster & Sargent Inc. 0.01% Add +19.1% 4,872 $710K
Patten Group, Inc. 0.17% Reduce -6.1% 4,870 $710K
Comprehensive Wealth Management, LLC 0.52% New 4,861 $708K
Intellectus Partners, LLC 0.19% Add +1.2% 4,860 $708K
Key Client Fiduciary Advisors, LLC 0.36% Add +1.4% 4,848 $707K
Verdence Capital Advisors LLC 0.06% Reduce -2.0% 4,827 $704K
Cladis Investment Advisory, LLC 0.51% Add +4.3% 4,810 $701K
RTD Financial Advisors, Inc. 0.09% No change 4,783 $697K
Arlington Trust Co LLC 0.16% Add +5.3% 4,739 $691K
Correct Capital Wealth Management 0.16% Reduce -81.4% 4,731 $690K
SouthState Bank Corp 0.05% Reduce -5.7% 4,698 $685K
Greystone Financial Group, LLC 0.13% Reduce -19.6% 4,693 $684K
Empower Advisory Group, LLC 0.00% Add +4.3% 4,679 $682K
Shepherd Financial Partners LLC 0.09% Reduce -2.2% 4,679 $682K
Strategic Financial Partners, Ltd. 0.37% Reduce -9.9% 4,670 $681K
West Coast Financial LLC 0.08% No change 4,660 $679K
KFA Private Wealth Group, LLC 0.35% Reduce -32.7% 4,651 $678K
American National Bank & Trust 0.08% Add +1.4% 4,644 $677K
Main Street Financial Solutions, LLC 0.06% Add +2.2% 4,631 $675K
Buckingham Strategic Wealth, LLC 0.01% Reduce -7.5% 4,620 $673K
Sequent Asset Management, LLC 0.34% No change 4,617 $673K
Fortis Group Advisors, LLC 0.13% Reduce -63.4% 4,612 $672K
Signet Financial Management, LLC 0.09% Add +2.4% 4,609 $672K
Meridian Wealth Advisors, LLC 0.12% Add +0.7% 4,605 $671K
Stonebrook Private Inc. 0.19% Reduce -19.8% 4,594 $670K
Adirondack Trust Co. 0.27% Add +10.4% 4,515 $658K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -0.0% 4,505 $657K
Rathbones Group PLC 0.00% Reduce -45.5% 4,500 $656K
Noesis Capital Mangement Corp. 0.15% Reduce -1.6% 4,495 $655K
Clay Northam Wealth Management, LLC 0.50% No change 4,482 $653K
QRG Capital Management, Inc. 0.01% Add +0.9% 4,469 $651K
Westbourne Investment Advisors, Inc. 0.24% Add +10.8% 4,457 $650K
Dynamic Wealth Strategies, LLC 0.56% Add +3.5% 4,455 $649K
Financial & Tax Architects, LLC 0.17% Reduce -3.2% 4,417 $644K
Private Capital Management, LLC 0.08% Reduce -1.5% 4,403 $642K
Glen Eagle Advisors, LLC 0.12% Reduce -5.8% 4,398 $641K
Chicago Partners Investment Group LLC 0.02% Add +0.2% 4,243 $637K
Meridian Financial Advisors, LLC 0.46% Add +2.1% 4,363 $636K
RPG Investment Advisory, LLC 0.09% Reduce -0.2% 4,355 $635K
Brown Brothers Harriman & Co. 0.00% Reduce -26.3% 4,333 $632K
Pacific Sun Financial Corp 0.37% Add +4.7% 4,331 $631K
Chicago Wealth Management, Inc. 0.36% Add +1.8% 4,325 $630K
TrueWealth Advisors, LLC 0.23% Reduce -2.7% 4,302 $627K
Source Financial Advisors LLC 0.19% Reduce -3.1% 4,263 $621K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -79.7% 4,251 $620K
KKM Financial LLC 0.29% No change 4,242 $619K
Allen Capital Group, LLC 0.09% Add +0.1% 4,240 $618K
Howe & Rusling Inc. 0.06% Add +12.2% 4,235 $617K
Eastern Bank 0.02% Reduce -37.5% 4,233 $617K
Financial Insights, Inc. 0.17% Reduce -6.3% 4,232 $617K
Bokf, NA 0.01% Reduce -21.4% 4,218 $615K
Childress Capital Advisors, LLC 0.17% New 4,199 $612K
Valley Wealth Managers, Inc. 0.05% Reduce -90.7% 4,182 $610K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.19% New 4,179 $609K
Gilliland Jeter Wealth Management LLC 0.21% Add +0.2% 4,180 $609K
tru Independence LLC 0.18% Reduce -11.1% 4,178 $609K
Mather Group, Llc. 0.01% Add +217.1% 4,119 $609K
Mission Wealth Management, LP 0.02% Reduce -1.8% 4,167 $607K
Pure Financial Advisors, LLC 0.02% Add +0.6% 4,154 $605K
Sapient Capital LLC 0.01% Add +4.3% 4,145 $604K
Wealth Advisory Solutions, LLC 0.16% Add +0.5% 4,133 $602K
KG Capital Management 0.21% Reduce -6.0% 4,131 $602K
Ausdal Financial Partners, Inc. 0.06% Add +0.2% 4,114 $600K
Financial Partners Group, Inc 0.09% Add +0.1% 4,111 $599K
Regent Peak Wealth Advisors LLC 0.14% Reduce -7.4% 4,109 $599K
3EDGE Asset Management, LP 0.05% Add +13.5% 4,085 $595K
Montag & Caldwell, LLC 0.12% Reduce -33.0% 4,063 $592K
Wealthspire Retirement, LLC 0.05% Add +25.9% 4,049 $590K
Prosperity Consulting Group, LLC 0.08% Reduce -1.6% 4,045 $590K
Dumont & Blake Investment Advisors LLC 0.08% Add +100.3% 4,042 $589K
Marks Group Wealth Management, Inc 0.06% Reduce -21.1% 4,031 $588K
Elk River Wealth Management LLC 0.11% No change 4,020 $586K
Silverlake Wealth Management LLC 0.24% Add +2.4% 4,018 $586K
Coldstream Capital Management Inc. 0.01% Reduce -33.6% 4,007 $584K
Foundation Wealth Management, LLC 0.46% New 4,005 $584K
Lodestone Wealth Management LLC 0.31% Reduce -7.3% 4,003 $583K
Emfo, LLC 0.52% No change 4,000 $583K
Granite Bay Wealth Management, LLC 0.31% Reduce -67.5% 4,001 $583K
FLC Capital Advisors 0.14% No change 3,999 $583K
MGB Wealth Management, LLC 0.22% Add +0.1% 3,938 $582K
University of Texas/Texas Am Investment Management Co. 0.11% Add +7.8% 3,986 $581K
SageView Advisory Group, LLC 0.04% New 3,971 $579K
Investment Partners Asset Management, Inc. 0.52% No change 3,969 $578K
Caldwell Trust Co 0.06% Add +0.5% 3,954 $576K
Allen Investment Management, LLC 0.01% No change 3,943 $575K
Crewe Advisors LLC 0.06% Add +7.0% 3,928 $573K
WESCAP Management Group, Inc. 0.16% Add +0.0% 3,926 $572K
Jaffetilchin Investment Partners, LLC 0.05% Reduce -2.8% 3,921 $572K
Beacon Bridge Wealth Partners, LLC 0.26% Add +21.0% 3,913 $570K
Orleans Capital Management Corp. 0.36% Reduce -13.1% 3,910 $570K
Sunbelt Securities, Inc. 0.06% Add +1.7% 3,905 $569K
Seneca House Advisors 0.25% Reduce -8.8% 3,900 $568K
Oxler Private Wealth LLC 0.21% Reduce -0.9% 3,897 $568K
Brady Family Wealth, LLC 0.18% Reduce -0.4% 3,882 $566K
Acorn Financial Advisory Services Inc. 0.11% Add +12.4% 3,871 $564K
BCS Wealth Management 0.27% Reduce -7.6% 3,870 $564K
Lynch & Associates 0.13% No change 3,869 $564K
Capital Investment Counsel, LLC 0.11% Reduce -34.8% 3,861 $563K
Castleview Partners, LLC 0.32% Reduce -47.1% 3,857 $562K
Edge Wealth Management LLC 0.12% New 3,842 $560K
Hyman Charles D 0.03% No change 3,837 $559K
Peak Financial Management, Inc. 0.17% No change 3,835 $559K
Traction Financial Partners, LLC 0.41% Reduce -5.4% 3,657 $558K
US Financial Advisors, LLC 0.19% Reduce -2.1% 3,794 $553K
Comprehensive Financial Consultants Institutional, Inc. 0.22% No change 3,784 $552K
Burns J W & Co. Inc. 0.07% Add +5.5% 3,782 $551K
Flputnam Investment Management Co. 0.01% Add +81.7% 3,780 $551K
Pinnacle Wealth Management Advisory Group, LLC 0.06% No change 3,776 $550K
Institute for Wealth Management, LLC. 0.07% Reduce -6.2% 3,772 $550K
Savant Capital, LLC 0.01% Reduce -1.2% 3,755 $547K
Rollins Financial Advisors, LLC 0.09% Reduce -40.2% 3,749 $546K
Goelzer Investment Management, Inc. 0.03% Reduce -4.9% 3,749 $546K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -0.8% 3,742 $545K
Advisors Capital Management, LLC 0.01% Add +3.8% 3,738 $545K
Aurora Private Wealth, Inc. 0.47% Add +13.6% 3,710 $541K
Delta Financial Group, Inc. 0.23% Add +2.5% 3,711 $541K
Greenwich Wealth Management LLC 0.04% Add +0.0% 3,712 $541K
Columbus Macro, LLC 0.21% Add +2.1% 3,704 $540K
Wetzel Investment Advisors, Inc. 0.31% Add +2.8% 3,651 $539K
17 Capital Partners, LLC 0.38% Reduce -5.4% 3,695 $539K
SkyOak Wealth, LLC 0.13% Reduce -3.2% 3,695 $538K
Pitcairn Co. 0.03% No change 3,675 $536K
German American Bancorp, Inc. 0.06% Reduce -16.5% 3,652 $532K
Avidian Wealth Enterprises, LLC 0.03% Reduce -9.7% 3,651 $532K
Summit X, LLC 0.12% Add +8.9% 3,643 $531K
Eagle Ridge Investment Management 0.05% Reduce -3.9% 3,632 $529K
Trust Point Inc. 0.04% No change 3,620 $528K
Second Line Capital, LLC 0.16% Reduce -23.3% 3,583 $522K
Journey Advisory Group, LLC 0.06% Reduce -23.5% 3,580 $522K
KPP Advisory Services LLC 0.14% Reduce -1.0% 3,568 $520K
Stone Summit Wealth LLC 0.19% Reduce -1.7% 3,565 $520K
HBK Sorce Advisory LLC 0.02% Reduce -12.2% 3,559 $519K
Collaborative Wealth Managment Inc. 0.25% Reduce -23.9% 3,552 $518K
Glassman Wealth Services 0.10% Reduce -1.5% 3,536 $515K
Vertex Planning Partners, LLC 0.13% Reduce -3.2% 3,529 $514K
Fortis Advisors, LLC 0.36% Reduce -0.5% 3,528 $514K
Brown, Lisle/Cummings, Inc. 0.17% No change 3,528 $514K
Alpha Cubed Investments, LLC 0.02% Reduce -85.0% 3,524 $514K
Bison Wealth, LLC 0.08% No change 3,455 $510K
Community Bank, N.A. 0.07% Reduce -7.3% 3,501 $510K
Pursue Wealth Partners LLC 0.28% No change 3,500 $510K
Lodge Hill Capital, LLC 0.16% Reduce -85.1% 3,500 $510K
CRA Financial Services, LLC 0.10% Reduce -11.2% 3,497 $510K
Fielder Capital Group LLC 0.20% No change 3,493 $509K
Wedmont Private Capital 0.03% Add +0.1% 3,428 $508K
Eley Financial Management, Inc 0.21% No change 3,476 $507K
Elevatus Welath Management 0.19% Add +0.0% 3,467 $505K
Wealth Alliance, LLC 0.06% No change 3,447 $502K
Integral Investment Advisors, Inc. 0.18% Add +23.2% 3,440 $502K
Ritholtz Wealth Management 0.02% Add +0.9% 3,438 $501K
Wexford Capital LP 0.13% Reduce -70.5% 3,400 $496K
Highview Capital Management LLC 0.21% Add +5.3% 3,397 $495K
UMB Bank, n.a. 0.01% Add +11.9% 3,381 $493K
Moller Wealth Partners 0.13% New 3,380 $493K
My Personal CFO, LLC 0.26% Add +0.2% 3,357 $489K
Jackson Square Capital, LLC 0.12% Add +3.9% 3,352 $489K
LYNX Capital Group Ltd. 0.34% Add +0.0% 3,336 $486K
Capital Advisors, Ltd. LLC 0.06% No change 3,322 $484K
Focus Partners Advisor Solutions, LLC 0.01% Add +6.9% 3,306 $482K
SOA Wealth Advisors, LLC. 0.10% Reduce -2.8% 3,303 $481K
Atlanta Consulting Group Advisors, LLC 0.10% Add +31.1% 3,302 $481K
Sheaff Brock Investment Advisors, LLC 0.04% Reduce -19.4% 3,296 $480K
Vicus Capital 0.04% Add +0.3% 3,285 $479K
Second Half Financial Partners, LLC 0.38% Add +28.8% 3,277 $478K
RDA Financial Network 0.16% Add +1.7% 3,264 $476K
Sheets Smith Wealth Management 0.06% Reduce -4.3% 3,263 $476K
Bank of Hawaii 0.02% Add +2.5% 3,254 $474K
Debussy Capital Management LP 0.13% Add +12.7% 3,205 $467K
M Holdings Securities, Inc. 0.06% New 3,198 $467K
Aprio Wealth Management, LLC 0.08% Add +9.4% 3,198 $466K
Parsons Capital Management Inc. 0.03% Reduce -14.3% 3,192 $465K
Centric Wealth Management 0.13% Reduce -9.9% 3,078 $462K
Montag A & Associates Inc. 0.02% Reduce -4.2% 3,157 $460K
Swmg, LLC 0.20% Add +9.2% 3,150 $459K
Gratus Capital, LLC 0.02% Reduce -0.8% 3,148 $459K
MBL Wealth, LLC 0.05% Reduce -50.9% 3,148 $459K
Signaturefd, LLC 0.01% Reduce -29.9% 3,146 $458K
Platform Technology Partners 0.16% — 3,138 $457K
Donaldson Capital Management, LLC 0.02% Add +0.3% 3,136 $457K
Midland Wealth Advisors, LLC 0.03% Add +21.1% 3,131 $456K
Invst, LLC 0.05% Add +6.1% 3,136 $454K
Etfidea, LLC 0.15% No change 3,117 $454K
DDD Partners, LLC 0.05% No change 3,116 $454K
Bragg Financial Advisors, Inc 0.02% Reduce -0.9% 3,109 $453K
Hazlett, Burt & Watson, Inc. 0.23% Add +0.1% 3,117 $452K
Carson Advisory Inc. 0.32% Add +0.2% 3,100 $452K
Hardy Reed LLC 0.05% No change 3,086 $450K
Trinity Financial Advisors LLC 0.20% New 3,086 $450K
First Heartland Consultants, Inc. 0.04% Reduce -18.4% 3,060 $446K
Seven Springs Wealth Group, LLC 0.18% No change 3,057 $446K
Parkside Advisors LLC 0.11% No change 3,055 $445K
Advanced Asset Management Advisors Inc 0.12% Reduce -2.8% 3,054 $445K
Fortis Capital Advisors, LLC 0.16% Add +19.3% 3,042 $443K
Family Manage LLC 0.08% No change 3,038 $443K
Fiduciary Trust Co 0.01% Add +0.0% 3,038 $443K
Bank of New Hampshire 0.11% Reduce -0.2% 3,025 $441K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -18.9% 3,022 $440K
Kaydan Wealth Management, Inc. 0.16% Reduce -1.4% 3,014 $439K
Alterna Wealth Management, Inc. 0.38% Reduce -70.3% 2,999 $437K
Resolute Wealth Strategies, LLC 0.25% Add +11.7% 2,989 $436K
Pacific Capital Wealth Advisors, Inc. 0.08% Add +226.8% 2,987 $435K
Cannell & Spears LLC 0.01% No change 2,983 $435K
Savvy Advisors, Inc. 0.14% Add +4.9% 2,975 $434K
Obsidian Cio, LLC 0.10% Add +6.8% 2,970 $433K
Y.D. More Investments Ltd 0.04% Add +81.1% 2,970 $433K
JT Stratford LLC 0.08% Reduce -2.7% 2,968 $433K
River Street Advisors LLC 0.27% Reduce -4.8% 2,967 $432K
Elm Partners Management LLC 0.03% Reduce -34.5% 2,961 $432K
Thoroughbred Financial Services, LLC 0.03% Add +12.5% 2,952 $430K
USA Financial Formulas 0.07% Reduce -11.7% 2,933 $427K
Tyche Wealth Partners LLC 0.10% Add +22.5% 2,915 $425K
Cooper Financial Group 0.06% New 2,902 $423K
Continuum Wealth Advisors, LLC 0.22% No change 2,898 $422K
TNF LLC 0.15% No change 2,805 $420K
Gateway Wealth Partners, LLC 0.13% Reduce -5.3% 2,883 $420K
REDW Wealth LLC 0.11% Reduce -25.1% 2,871 $418K
Wellspring Financial Advisors, LLC 0.05% New 2,863 $417K
Private Wealth Partners, LLC 0.03% Add +0.0% 2,826 $412K
SeaCrest Wealth Management, LLC 0.05% Add +27.1% 2,807 $409K
Exchange Capital Management, Inc. 0.07% Reduce -2.8% 2,800 $408K
ARS Wealth Advisors Group, LLC 0.05% Reduce -1.4% 2,792 $407K
Private Client Services, LLC 0.26% Add +0.9% 2,790 $407K
Insight Wealth Partners, LLC 0.26% Add +37.3% 2,788 $406K
Saxon Interests, Inc. 0.19% Add +0.9% 2,787 $406K
Calamos Wealth Management LLC 0.02% No change 2,782 $405K
Fulcrum Equity Management 0.36% Add +41.2% 2,771 $404K
CVA Family Office, LLC 0.07% No change 2,759 $402K
Geometric Wealth Advisors 0.08% New 2,745 $400K
Belmont Capital, LLC 0.07% Reduce -2.0% 2,742 $400K
Blue Bell Private Wealth Management, LLC 0.08% Reduce -6.0% 2,734 $398K
Modera Wealth Management, LLC 0.01% Reduce -3.7% 2,732 $398K
Paragon Financial Partners, Inc. 0.31% Add +0.1% 2,723 $397K
Sterling Investment Management, LLC 0.30% Reduce -14.5% 2,720 $396K
Keystone Wealth Services, LLC 0.12% Reduce -12.7% 2,714 $396K
First PREMIER Bank 0.11% Reduce -0.2% 2,710 $395K
Kaizen Financial Strategies 0.25% Reduce -26.9% 2,630 $395K
Kowal Investment Group, LLC 0.08% Add +2.6% 2,708 $395K
Sebold Capital Management, Inc. 0.27% Add +35.9% 2,705 $394K
Naples Money Management LLC 0.34% Add +6.9% 2,715 $393K
BOK Financial Private Wealth, Inc. 0.03% Reduce -10.3% 2,697 $393K
NCM Capital Management, LLC 0.20% No change 2,683 $391K
MassMutual Private Wealth & Trust, FSB 0.01% Add +55.8% 2,681 $391K
Whitener Capital Management, Inc. 0.12% Add +8.9% 2,648 $386K
1900 Wealth Management LLC 0.04% Reduce -4.9% 2,641 $385K
Alta Wealth Advisors LLC 0.19% Reduce -4.8% 2,638 $385K
Relyea Zuckerberg Hanson LLC 0.06% No change 2,625 $383K
Symphony Financial Services, Inc. 0.33% — 2,437 $382K
LexAurum Advisors, LLC 0.09% Add +0.8% 2,614 $381K
Colonial Trust Advisors 0.04% Reduce -9.0% 2,614 $381K
Core Wealth Partners LLC 0.26% Add +0.3% 2,613 $381K
Strategic Financial Concepts, LLC 0.22% Add +6733.4% 500,000 $378K
Advus Financial Partners, LLC 0.11% Reduce -1.6% 2,585 $377K
NovaPoint Capital, LLC 0.13% Reduce -2.4% 2,571 $375K
Lighthouse Investment Partners, LLC 0.02% New 2,561 $373K
Whittier Trust Co. of Nevada Inc. 0.01% No change 2,558 $373K
City Holding Co. 0.05% Reduce -4.8% 2,533 $369K
Tennessee Valley Asset Management Partners 0.07% Add +20.4% 2,526 $368K
Peoples Bank 0.29% No change 2,524 $368K
Lifeworks Advisors, LLC 0.10% Add +12.0% 2,512 $366K
MSH Capital Advisors LLC 0.12% Reduce -1.3% 2,512 $366K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% Reduce -5.0% 2,504 $365K
Empire Financial Management Company, LLC 0.12% Reduce -1.1% 2,499 $364K
Fifth Third Wealth Advisors LLC 0.03% Add +12.3% 2,492 $363K
Sequent Planning LLC 0.12% Add +1.9% 2,505 $363K
Flagstar Securities, Inc. 0.10% Add +3.6% 2,485 $362K
Confluence Wealth Services, Inc. 0.03% New 2,480 $361K
Modern Wealth Management, LLC 0.03% New 2,467 $360K
Private Wealth Group, LLC 0.19% Reduce -9.8% 2,456 $358K
Trust Co. of Oklahoma 0.13% No change 2,454 $358K
Raab & Moskowitz Asset Management LLC 0.10% No change 2,453 $358K
Retirement Capital Strategies 0.14% No change 2,451 $357K
Onyx Bridge Wealth Group LLC 0.06% Add +0.5% 2,448 $357K
Howland Capital Management LLC 0.02% Add +7.5% 2,441 $356K
C2C Wealth Management, LLC 0.35% No change 2,438 $355K
Strategies Wealth Advisors, LLC 0.05% Add +4.4% 2,433 $355K
Intrepid Capital Management Inc. 0.23% No change 2,425 $353K
Zacks Investment Management 0.00% Add +37.7% 2,422 $353K
WNY Asset Management, LLC 0.05% No change 2,414 $352K
Carr Financial Group Corp 0.11% Reduce -10.0% 2,414 $352K
Fortem Financial Group, LLC 0.15% Add +0.8% 2,403 $350K
Addison Advisors LLC 0.11% Add +3.2% 2,402 $350K
Kohmann Bosshard Financial Services, LLC 0.05% No change 2,400 $350K
Prudential PLC 0.00% No change 2,398 $350K
BlueSky Wealth Advisors, LLC 0.06% New 2,394 $349K
Cozad Asset Management Inc. 0.03% No change 2,388 $348K
Aspen Investment Management Inc 0.17% Add +10.9% 2,372 $346K
Castle Wealth Management LLC 0.17% Add +21.8% 2,367 $345K
XTX Topco Ltd 0.03% Add +2.5% 2,328 $339K
Betterment LLC 0.00% Add +0.2% 2,317 $338K
Solstein Capital, LLC 0.22% Reduce -24.6% 2,319 $338K
Accurate Wealth Management, LLC 0.08% New 2,282 $337K
Johnson Financial Group, Inc. 0.02% Add +336.1% 2,307 $336K
Arista Wealth Management, LLC 0.09% New 2,303 $336K
Executive Wealth Management, LLC 0.06% Reduce -1.9% 2,299 $335K
JPL Wealth Management, LLC 0.16% Reduce -13.1% 2,280 $332K
Precedent Wealth Partners, LLC 0.13% No change 2,277 $332K
Patriot Investment Management Group, Inc. 0.03% Add +7.2% 2,259 $329K
Doliver Advisors, LP 0.09% Reduce -0.4% 2,250 $328K
TD Private Client Wealth LLC 0.01% Reduce -10.2% 2,244 $327K
Rebalance, LLC 0.03% Add +0.4% 2,239 $326K
Lowe Brockenbrough & Co. Inc. 0.02% Add +22.5% 2,235 $326K
Aveo Capital Partners, LLC 0.04% Add +0.0% 2,229 $325K
Gilman Hill Asset Management, LLC 0.06% Reduce -2.6% 2,220 $324K
Peoples Financial Services Corp. 0.15% Reduce -0.2% 2,220 $324K
Millennium Capital Advisors, LLC 0.21% No change 2,216 $323K
Texas Capital Bank Wealth Management Services Inc 0.03% Reduce -4.1% 2,210 $322K
Williams Jones Wealth Management, LLC. 0.00% Reduce -47.0% 2,201 $321K
Richwood Investment Advisors, LLC 0.28% No change 2,195 $320K
Cornerstone Advisory, LLC 0.04% Add +6.3% 2,186 $319K
Madison Park Capital Advisors, LLC 0.26% Reduce -95.5% 2,175 $317K
Maxwell Wealth Strategies Inc. 0.16% No change 2,173 $317K
PBMares Wealth Management LLC 0.08% No change 2,172 $317K
Zega Financial, LLC 0.11% Reduce -67.1% 2,158 $315K
HCR Wealth Advisors 0.04% Add +20.3% 2,156 $314K
Carret Asset Management, LLC 0.04% No change 2,153 $314K
Members Wealth LLC 0.21% — 2,317 $313K
Bluespring Wealth Management, LLC 0.03% No change 2,146 $313K
Black Diamond Financial, LLC 0.06% Add +29.0% 2,139 $312K
Aviance Capital Partners, LLC 0.04% Reduce -43.0% 2,129 $310K
Titleist Asset Management, LLC 0.05% Reduce -1.9% 2,127 $310K
StrongBox Wealth, LLC 0.15% Add +14.1% 2,127 $310K
Paragon Capital Management Ltd 0.06% No change 2,123 $309K
Harmony Asset Management LLC 0.13% Add +5.8% 2,122 $309K
Alpine Woods Capital Investors, LLC 0.05% No change 2,120 $309K
Magnolia Capital Advisors LLC 0.17% Reduce -70.5% 2,113 $308K
Kellett Wealth Advisors, LLC 0.25% Reduce -95.3% 2,112 $308K
Patrick M Sweeney & Associates, Inc. 0.25% No change 2,105 $307K
WealthTrust Asset Management, LLC 0.22% Reduce -3.3% 2,096 $305K
Amplius Wealth Advisors, LLC 0.03% Add +17.5% 2,087 $304K
Retirement Income Solutions, Inc. 0.07% Reduce -24.8% 2,086 $304K
STAR Financial Bank 0.23% Add +1.2% 2,085 $304K
Sandhill Capital Partners LLC 0.02% No change 2,081 $303K
Choice Wealth Advisors LLC 0.16% Add +2.1% 2,078 $303K
Collective Family Office LLC 0.09% No change 2,075 $302K
Charter Oak Capital Management, LLC 0.03% Reduce -4.7% 2,068 $301K
Inspire Advisors, LLC 0.04% New 2,065 $301K
HWG Holdings LP 0.11% — 2,058 $300K
Southland Equity Partners LLC 0.09% Reduce -9.2% 2,057 $300K
Ascentis Independent Advisors 0.06% — 2,056 $300K
Kraematon Investment Advisors, Inc. 0.30% Add +0.1% 2,054 $299K
First Foundation Advisors 0.01% Add +2.4% 2,051 $299K
SpiderRock Advisors, LLC 0.01% Reduce -7.5% 2,044 $298K
Gainplan LLC 0.14% Add +47.0% 2,031 $296K
Heritage Wealth Management, Inc. 0.10% — 2,049 $296K
Bank Pictet & Cie (Europe) AG 0.01% No change 2,030 $296K
North Star Investment Management Corp. 0.02% Reduce -2.1% 2,029 $296K
Crown Wealth Group, LLC 0.15% Reduce -2.1% 2,021 $295K
Novare Capital Management LLC 0.03% Reduce -10.5% 2,021 $295K
Walleye Capital LLC 0.00% Reduce -42.5% 2,012 $293K
Key Financial Inc 0.07% Add +5.3% 2,012 $293K
MainStreet Investment Advisors LLC 0.04% Add +35.6% 2,007 $293K
Affinity Capital Advisors, LLC 0.06% Reduce -27.9% 2,006 $292K
Founders Financial Alliance, LLC 0.09% Add +25.1% 2,006 $292K
Iowa State Bank 0.06% No change 2,000 $292K
TFO Wealth Partners, LLC 0.06% New 1,983 $289K
Smith & Howard Wealth Management, LLC 0.09% Reduce -22.1% 1,980 $289K
Grey Ledge Advisors, LLC 0.08% Add +14.8% 1,975 $288K
Financial Engines Advisors L.L.C. 0.00% New 1,968 $287K
Successful Portfolios LLC 0.20% No change 1,967 $287K
Maltin Wealth Management, Inc. 0.15% Add +0.4% 1,966 $286K
Plante Moran Financial Advisors, LLC 0.03% Add +4.1% 1,964 $286K
Romano Brothers and Company 0.04% Reduce -1.0% 1,963 $286K
Castle Rock Wealth Management, LLC 0.07% Reduce -2.6% 1,969 $285K
Cornerstone Capital, Inc. 0.03% Reduce -73.7% 1,953 $285K
Bollard Group LLC 0.01% Add +0.4% 1,948 $284K
Bulltick Wealth Management, LLC 0.08% Reduce -55.4% 1,947 $284K
Family Firm, Inc. 0.06% Add +0.4% 1,946 $284K
Acorn Wealth Advisors, LLC 0.14% Add +0.3% 1,942 $283K
First American Trust, FSB 0.03% Add +3.0% 1,935 $282K
360 Financial, Inc. 0.11% Reduce -13.6% 1,932 $282K
Two West Capital Advisors LLC 0.27% — 1,926 $281K
Christensen, King & Associates Investment Services, Inc. 0.14% Reduce -12.1% 1,923 $280K
Janiczek Wealth Management, LLC 0.06% No change 1,921 $280K
Destiny Wealth Partners, LLC 0.05% Reduce -12.3% 1,912 $279K
Ethos Financial Group, LLC 0.05% No change 1,909 $278K
Man Group plc 0.00% Add +243.0% 1,907 $278K
CIC Wealth, LLC 0.08% Add +27.0% 1,905 $278K
All Terrain Financial Advisors, LLC 0.12% No change 1,898 $277K
NFSG Corp 0.10% Reduce -45.5% 1,895 $276K
Alpine Global Management, LLC 0.05% Reduce -70.2% 1,895 $276K
Traynor Capital Management, Inc. 0.02% Reduce -0.1% 1,895 $276K
Autumn Glory Partners, LLC 0.14% Add +10.6% 1,892 $276K
Silvercrest Asset Management Group LLC 0.00% Add +34.2% 1,892 $276K
Vigilare Wealth Management 0.12% Reduce -7.9% 1,892 $276K
Firestone Capital Management 0.08% Reduce -4.9% 1,889 $275K
Curi Capital, LLC 0.01% Reduce -13.7% 1,888 $275K
First Long Island Investors, LLC 0.02% No change 1,880 $274K
Benchmark Investment Advisors LLC 0.20% Reduce -10.9% 1,875 $273K
Garde Capital, Inc. 0.02% No change 1,870 $273K
WealthTrust Axiom LLC 0.09% No change 1,872 $273K
N.E.W. Advisory Services LLC 0.03% Add +7.0% 1,869 $272K
Townsend Asset Management Corp. /NC/ 0.11% Add +0.4% 1,869 $272K
Garden State Investment Advisory Services LLC 0.09% Reduce -6.4% 1,864 $272K
Pacific Wealth Strategies Group, Inc. 0.22% Add +14.2% 1,856 $271K
Capstone Financial Advisors, Inc. 0.02% Add +18.1% 1,854 $270K
Cadence Bank 0.02% No change 1,854 $270K
White Lighthouse Investment Management Inc. 0.05% No change 1,850 $270K
Wilmington Savings Fund Society, FSB 0.01% Add +31.3% 1,849 $269K
Penobscot Wealth Management 0.16% Reduce -4.8% 1,863 $269K
Prostatis Group LLC 0.09% Reduce -22.2% 1,835 $267K
Crescent Grove Advisors, LLC 0.03% No change 1,830 $267K
Bensler, LLC 0.04% Add +28.3% 1,829 $267K
ELCO Management Co., LLC 0.15% No change 1,815 $265K
JNBA Financial Advisors 0.03% Reduce -2.3% 1,814 $264K
Legacy Edge Advisors, LLC 0.05% Reduce -5.5% 1,812 $264K
Cahaba Wealth Management, Inc. 0.02% Add +0.1% 1,811 $264K
Evergreen Capital Management LLC 0.01% Add +0.9% 1,799 $262K
Texas Yale Capital Corp. 0.01% Add +11.9% 1,796 $262K
Wellington Shields Capital Management, LLC 0.05% Reduce -48.0% 1,789 $261K
Total Clarity Wealth Management, Inc. 0.09% Reduce -4.5% 1,763 $257K
Wambolt & Associates, LLC 0.07% Add +0.4% 1,773 $257K
Davidson Trust Co. 0.18% No change 1,756 $256K
SilverOak Wealth Management LLC 0.06% No change 1,752 $255K
Rockbridge Investment Management, LCC 0.04% No change 1,746 $254K
Sovereign Financial Group, Inc. 0.06% No change 1,743 $254K
Provident Wealth Management, LLC 0.09% Add +134.8% 1,742 $254K
Shulman DeMeo Asset Management LLC 0.07% No change 1,739 $253K
Peregrine Asset Advisers, Inc. 0.10% No change 1,739 $253K
Continuum Advisory, LLC 0.04% Reduce -25.0% 1,729 $252K
Secure Asset Management, LLC 0.05% New 1,726 $252K
Seelaus Asset Management LLC 0.26% Reduce -14.8% 1,726 $252K
MCF Advisors LLC 0.02% Add +0.1% 1,714 $250K
TL Private Wealth 0.11% Add +0.3% 1,666 $250K
BNC Wealth Management, LLC 0.09% Reduce -68.6% 1,711 $249K
IPG Investment Advisors LLC 0.05% No change 1,710 $249K
Osborne Partners Capital Management, LLC 0.01% Reduce -2.0% 1,710 $249K
Barnes Pettey Financial Advisors, LLC 0.21% Add +0.6% 1,701 $248K
Councilmark Asset Management, LLC 0.18% No change 1,700 $248K
Monetary Management Group Inc. 0.07% Add +17.2% 1,700 $248K
Turtle Creek Wealth Advisors, LLC 0.06% Reduce -95.3% 1,695 $247K
Coastwise Capital Group, LLC 0.24% Add +0.3% 1,690 $246K
Beacon Financial Advisory LLC 0.09% New 1,680 $245K
Chicago Capital, LLC 0.01% No change 1,676 $244K
Webster Bank, N. A. 0.03% Add +14.0% 1,674 $244K
Schwarz Dygos Wheeler Investment Advisors LLC 0.07% No change 1,670 $243K
Guyasuta Investment Advisors Inc. 0.02% No change 1,782 $243K
Eldridge Investment Advisors, Inc. 0.06% Add +4.7% 1,660 $242K
Florida Trust Wealth Management Co 0.01% Add +3.0% 1,659 $242K
First National Bank & Trust Co. of Newtown 0.05% No change 1,658 $242K
Accredited Investors Inc. 0.02% New 1,657 $242K
Capital Analysts, LLC 0.01% Reduce -40.1% 1,655 $241K
Syntegra Private Wealth Group, LLC 0.03% No change 1,653 $241K
Kickstand Ventures, Llc. 0.07% Add +15.3% 1,648 $240K
Weaver Consulting Group 0.08% Reduce -1.7% 1,644 $240K
Ironsides Asset Advisors, LLC 0.08% No change 1,635 $238K
Pekin Hardy Strauss, Inc. 0.03% No change 1,635 $238K
Wealth Dimensions Group, Ltd. 0.07% No change 1,633 $238K
Daymark Wealth Partners, LLC 0.01% New 1,632 $238K
Hexagon Capital Partners LLC 0.05% Reduce -4.3% 1,630 $237K
Samalin Investment Counsel, LLC 0.11% Add +2.6% 1,628 $237K
Gallacher Capital Management LLC 0.12% Reduce -1.2% 1,626 $237K
Auxano Advisors, LLC 0.07% No change 1,626 $237K
FSM Wealth Advisors, LLC 0.08% No change 1,622 $236K
Curtis Advisory Group, LLC 0.08% No change 1,614 $235K
Darden Wealth Group Inc 0.14% No change 1,614 $235K
Fragasso Financial Advisors Inc 0.02% Reduce -3.0% 1,609 $235K
YHB Investment Advisors, Inc. 0.02% New 1,602 $233K
Edgemoor Investment Advisors, Inc. 0.02% No change 1,600 $233K
Nemes Rush Group LLC 0.03% Reduce -41.0% 1,596 $233K
Strategic Wealth Partners, Ltd. 0.02% Reduce -9.2% 1,590 $232K
Rappaport Reiches Capital Management, LLC 0.07% Add +6.9% 1,588 $231K
Rise Advisors, LLC 0.12% Add +503.4% 1,581 $230K
Coyle Financial Counsel LLC 0.08% No change 1,559 $230K
Capital Advisors Wealth Management, LLC 0.05% Reduce -19.2% 1,580 $230K
Colonial Trust Co / SC 0.04% No change 1,577 $230K
Optivise Advisory Services LLC 0.12% — 1,567 $228K
OneAscent Wealth Management LLC 0.12% Reduce -69.8% 1,566 $228K
Legacy Capital Group California, Inc. 0.08% New 1,543 $225K
Stack Financial Management, Inc 0.02% Reduce -20.7% 1,540 $224K
Tranquility Partners, LLC 0.09% Reduce -4.7% 1,539 $224K
Gryphon Financial Partners LLC 0.03% New 1,519 $221K
Gray Private Wealth, LLC 0.14% No change 1,516 $221K
180 Wealth Advisors, LLC 0.04% Add +5.1% 1,496 $220K
Wealth Architects, LLC 0.03% Reduce -10.1% 1,508 $220K
TriaGen Wealth Management LLC 0.08% No change 1,505 $219K
Galvin, Gaustad & Stein, LLC 0.02% Add +6.2% 1,500 $219K
1ST Source Bank 0.01% Reduce -0.7% 1,500 $219K
Snider Financial Group 0.08% New 1,487 $217K
Keystone Financial Services 0.09% No change 1,481 $216K
Chris Bulman Inc 0.15% — 1,478 $215K
CGN Advisors LLC 0.03% New 1,473 $215K
Asset Dedication, LLC 0.01% Add +16.1% 1,473 $215K
Prio Wealth Limited Partnership 0.01% Add +0.7% 1,470 $214K
Faithward Advisors, LLC 0.04% Reduce -3.3% 1,469 $214K
First National Bank of Mount Dora, Trust Investment Services 0.05% No change 1,469 $214K
Ancora Advisors LLC 0.01% Reduce -14.5% 1,466 $214K
Farmers Trust Co. 0.04% No change 1,460 $213K
Greenline Partners, LLC 0.03% Add +73000.0% 1,462 $212K
Grove Bank & Trust 0.03% Add +111.2% 1,453 $212K
ABLE Financial Group, LLC 0.08% New 1,450 $211K
MinichMacGregor Wealth Management, LLC 0.05% Add +0.3% 1,449 $211K
MIdWestOne Financial Group, Inc. 0.04% No change 1,445 $211K
Gries Financial LLC 0.04% Add +1.8% 1,444 $210K
HTG Investment Advisors, Inc. 0.11% Reduce -0.8% 1,438 $210K
Grant Street Asset Management, Inc. 0.07% New 1,429 $208K
Tiller Private Wealth, Inc. 0.09% New 1,429 $208K
Breakwater Capital Group 0.05% Reduce -5.3% 1,429 $208K
Capital Management Associates, Inc 0.13% Add +0.3% 1,425 $208K
Wallington Asset Management, LLC 0.03% New 1,420 $207K
Sentinel Pension Advisors, LLC 0.04% Reduce -4.7% 1,414 $206K
Fiduciary Financial Group, LLC 0.05% — 1,363 $204K
Trueblood Wealth Management, LLC 0.12% No change 1,399 $204K
Tempus Wealth Planning, LLC 0.08% New 1,387 $202K
First Manhattan Co. Llc. 0.00% Reduce -3.2% 1,387 $202K
Acas, LLC 0.18% Reduce -1.4% 1,351 $202K
Vestor Capital, LLC 0.02% Add +2.3% 1,387 $202K
Smithfield Trust Co 0.01% Reduce -1.9% 1,382 $202K
World Equity Group, Inc. 0.06% Reduce -27.3% 1,385 $202K
SYM FINANCIAL Corp 0.03% No change 1,383 $202K
American State Bank (Iowa) 0.13% No change 1,381 $201K
First Command Advisory Services, Inc. 0.00% Reduce -9.9% 1,374 $200K
Carmichael Hill & Associates, Inc. 0.08% No change 1,347 $196K
FinTrust Capital Advisors, LLC 0.04% Reduce -4.5% 1,325 $193K
PEAK6 Investments LLC 0.01% New 1,320 $192K
Byrne Asset Management LLC 0.16% Reduce -0.5% 1,304 $190K
Front Row Advisors LLC 0.07% Add +4.4% 1,293 $188K
Milestone Investment Advisors LLC 0.05% No change 1,281 $187K
Princeton Global Asset Management LLC 0.04% No change 1,222 $178K
Stelac Advisory Services LLC 0.07% Add +13.0% 1,211 $177K
Register Financial Advisors LLC 0.09% Add +0.2% 1,201 $175K
West Oak Capital, LLC 0.07% Reduce -1.6% 1,190 $173K
First United Bank & Trust 0.06% Reduce -6.8% 1,186 $173K
TD Capital Management LLC 0.02% No change 1,181 $172K
Elevation Wealth Partners, LLC 0.08% Add +0.2% 1,178 $172K
Dagco, Inc. 0.08% No change 1,175 $171K
Beacon Capital Management, LLC 0.03% Reduce -5.2% 1,171 $171K
Hamilton Point Investment Advisors, LLC 0.03% No change 1,128 $164K
Albion Financial Group 0.01% No change 1,111 $162K
Spectrum Wealth Counsel, LLC 0.02% Reduce -97.0% 1,092 $159K
Pittenger & Anderson Inc. 0.01% No change 1,090 $159K
Cypress Capital, LLC 0.04% Reduce -78.0% 1,055 $154K
Quintet Private Bank (Europe) S.A. 0.01% Add +0.6% 918 $153K
Hantz Financial Services, Inc. 0.00% New 1,035 $151K
Tower View Wealth Management LLC 0.09% Add +0.4% 1,023 $149K
Tucker Asset Management LLC 0.03% No change 1,018 $148K
Jamison Private Wealth Management, Inc. 0.02% New 1,016 $148K
GAMMA Investing LLC 0.02% Add +95.8% 1,016 $148K
One River Asset Management, LLC 0.08% New 1,015 $148K
Farmers & Merchants Investments Inc. 0.00% Add +4.2% 1,013 $148K
Friedenthal Financial 0.09% Reduce -17.6% 988 $144K
Quadrant Capital Group LLC 0.01% No change 984 $143K
VitalStone Financial, LLC 0.10% New 981 $143K
Acropolis Investment Management, LLC 0.01% No change 980 $143K
Capstone Investment Advisors, LLC 0.01% Add +96900.0% 970 $141K
Blue Trust, Inc. 0.00% Add +17.0% 938 $139K
Raffa Wealth Management, LLC 0.04% No change 941 $137K
ORG Partners LLC 0.02% New 937 $136K
United Community Bank 0.05% No change 931 $136K
PSI Advisors, LLC 0.04% Reduce -6.9% 928 $135K
Oxford Financial Group, LTD. LLC 0.01% Reduce -14.9% 915 $133K
Transcendent Capital Group LLC 0.08% Reduce -41.0% 900 $131K
Wellington Shields & Co., LLC 0.04% Reduce -62.5% 900 $131K
Arax Advisory Partners 0.01% Add +13.0% 884 $129K
Koesten, Hirschmann & Crabtree, INC. 0.08% No change 864 $128K
Investors Research Corp 0.03% Add +5.3% 873 $127K
Rothschild Investment LLC 0.01% Add +0.2% 871 $127K
Avion Wealth 0.03% Add +17.4% 869 $126K
Cherry Tree Wealth Management, LLC 0.03% No change 855 $125K
Kessler Investment Group, LLC 0.07% Reduce -43.4% 832 $121K
Unique Wealth Strategies, LLC 0.06% New 817 $121K
Stone House Investment Management, LLC 0.03% Add +0.4% 825 $120K
Anchor Investment Management, LLC 0.01% Add +158.0% 823 $120K
Independence Bank of Kentucky 0.03% Add +207.6% 809 $118K
WFA Asset Management Corp 0.07% Add +0.5% 802 $117K
Versant Capital Management, Inc 0.03% Add +119.4% 779 $114K
Costello Asset Management, INC 0.08% No change 768 $112K
Centennial Bank 0.05% Reduce -7.8% 758 $110K
Cornerstone Planning Group LLC 0.03% Reduce -0.3% 741 $109K
Element Wealth, LLC 0.06% No change 725 $106K
Sage Mountain Advisors LLC 0.01% Add +113.9% 723 $105K
Tortoise Investment Management, LLC 0.01% Reduce -42.2% 710 $103K
Resources Management Corp. /CT/ 0.01% Add +3.7% 708 $103K
Global Trust Asset Management, LLC 0.04% Reduce -33.6% 700 $102K
Ulland Investment Advisors, LLC 0.07% Reduce -10.7% 670 $98K
New Republic Capital, LLC 0.05% Add +4.7% 667 $97K
Ameritas Investment Partners, Inc. 0.00% Reduce -1.2% 663 $97K
Tanglewood Legacy Advisors, LLC 0.04% No change 641 $93K
Perkins Coie Trust Co 0.02% No change 627 $91K
HM Payson & Co. 0.00% Add +133.5% 600 $87K
Union Savings Bank 0.05% No change 600 $87K
Russell Investments Group, Ltd. 0.00% Add +34.9% 592 $86K
Northwest Capital Management Inc 0.03% No change 590 $86K
Smartleaf Asset Management LLC 0.01% Reduce -90.5% 589 $86K
Provenance Wealth Advisors, LLC 0.01% No change 582 $85K
City State Bank 0.03% Add +1056.0% 578 $84K
Matrix Private Capital Group LLC 0.05% No change 568 $83K
Delta Asset Management LLC 0.01% No change 552 $80K
Indiana Trust & Investment Management Co 0.03% Reduce -31.9% 544 $79K
Breakwater Investment Management 0.04% No change 543 $79K
Banque Cantonale Vaudoise 0.00% Reduce -88.5% 541 $79K
Barrett & Company, Inc. 0.03% No change 523 $76K
Optimum Investment Advisors 0.03% No change 521 $76K
Painted Porch Advisors LLC 0.04% New 519 $76K
Evermay Wealth Management LLC 0.01% No change 513 $75K
Guardian Wealth Advisors, LLC / NC 0.01% Reduce -35.4% 505 $74K
Armstrong Advisory Group, Inc. 0.01% Add +61.0% 496 $72K
Cardiff Park Advisors, LLC 0.01% No change 480 $70K
Archer Investment Corp 0.02% Reduce -26.8% 464 $68K
Sound Income Strategies, LLC 0.00% No change 459 $67K
Benjamin Edwards Inc. 0.01% Add +0.4% 454 $66K
Concord Wealth Partners 0.01% Add +2.5% 452 $66K
Knuff & Co LLC 0.02% Reduce -10.0% 450 $66K
Citizens National Bank Trust Department 0.01% No change 450 $66K
Manchester Capital Management LLC 0.01% Add +669.0% 446 $65K
Birchbrook, Inc. 0.04% No change 435 $63K
Riggs Asset Managment Co. Inc. 0.02% No change 415 $60K
McIlrath & Eck, LLC 0.01% Add +1.0% 393 $57K
Bellevue Asset Management, LLC 0.03% No change 391 $57K
DHJJ Financial Advisors, Ltd. 0.02% No change 386 $56K
Evergreen Private Wealth LLC 0.03% No change 383 $56K
Cedar Mountain Advisors, LLC 0.01% No change 378 $55K
Founders Capital Management 0.04% Add +10.9% 375 $55K
Turim 21 Investimentos Ltda. 0.01% No change 375 $55K
Bogart Wealth, LLC 0.00% Reduce -96.9% 374 $55K
Paladin Advisory Group, LLC 0.04% No change 373 $54K
Phillips Financial Management, LLC 0.00% No change 370 $54K
Financial Gravity Asset Management, Inc. 0.01% Reduce -63.9% 369 $54K
Winch Advisory Services, LLC 0.02% Add +0.3% 363 $53K
WealthShield Partners, LLC 0.01% Reduce -3.0% 358 $52K
Goodman Advisory Group, LLC 0.02% Reduce -97.6% 354 $52K
Parkside Financial Bank & Trust 0.01% Reduce -11.3% 352 $51K
Private Ocean, LLC 0.00% No change 352 $51K
Pin Oak Investment Advisors Inc. 0.05% No change 343 $50K
Duncker Streett & Co. Inc. 0.01% Reduce -19.6% 340 $50K
Caldwell Sutter Capital, Inc. 0.02% No change 338 $49K
Rice Partnership, LLC 0.01% No change 315 $46K
Gold Investment Management Ltd. 0.02% No change 313 $46K
Olistico Wealth, LLC 0.03% New 310 $45K
FAS Wealth Partners, Inc. 0.00% Add +11.2% 309 $45K
Covestor Ltd 0.03% Reduce -4.1% 306 $45K
HHM Wealth Advisors, LLC 0.01% New 306 $45K
Annapolis Financial Services, LLC 0.01% No change 303 $44K
Missouri Trust & Investment Co 0.02% No change 301 $44K
First Community Trust NA 0.04% No change 300 $44K
Dunhill Financial, LLC 0.03% No change 300 $44K
Pinnacle Bancorp, Inc. 0.01% No change 300 $44K
Hartford Financial Management Inc. 0.01% No change 300 $44K
IAG Wealth Partners, LLC 0.01% Reduce -6.3% 300 $44K
Pacifica Partners Inc. 0.02% Reduce -82.5% 305 $44K
Strengthening Families & Communities, LLC 0.01% Add +0.3% 289 $42K
WealthCollab, LLC 0.03% No change 280 $41K
Macroview Investment Management LLC 0.04% No change 280 $41K
Trust Co. of Vermont 0.00% No change 275 $40K
Financial Management Professionals, Inc. 0.01% Reduce -57.1% 273 $40K
Armor Investment Advisors, LLC 0.02% No change 272 $40K
Wagner Wealth Management, LLC 0.01% Add +0.4% 267 $39K
Powell Investment Advisors, LLC 0.02% No change 264 $38K
Sawyer & Company, Inc 0.02% No change 263 $38K
Morton Brown Family Wealth, LLC 0.01% Add +0.4% 244 $36K
Gleason Group, Inc. 0.01% Add +0.4% 245 $36K
Godsey & Gibb, Inc. 0.00% No change 243 $35K
Bangor Savings Bank 0.00% No change 242 $35K
Baldwin Wealth Partners LLC 0.00% Add +140.0% 240 $35K
LFA - Lugano Financial Advisors SA 0.03% No change 228 $33K
ZynergyRetirementPlanningLLC 0.02% — 205 $30K
Financial Avengers, Inc. 0.02% No change 203 $30K
Allspring Global Investments Holdings, LLC 0.00% No change 197 $29K
Coppell Advisory Solutions LLC 0.00% — 187 $27K
Park Place Capital Corp 0.01% Reduce -80.0% 187 $27K
Davis Capital Management 0.02% Add +7.5% 187 $27K
Old Second National Bank of Aurora 0.01% No change 185 $27K
Washington Trust Advisors, Inc. 0.00% No change 183 $27K
Operose Advisors LLC 0.01% No change 178 $26K
Gables Capital Management Inc. 0.01% New 175 $26K
SWS Partners 0.01% New 172 $25K
Steph & Co. 0.01% No change 170 $25K
Tompkins Financial Corp. 0.00% Reduce -35.5% 162 $24K
Creekmur Asset Management LLC 0.01% Reduce -27.6% 160 $23K
Luken Investment Analytics, LLC 0.01% No change 150 $22K
Beaird Harris Wealth Management, LLC 0.00% Add +825.0% 148 $22K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +30.9% 144 $21K
Richardson Financial Services Inc. 0.01% No change 142 $21K
Triad Wealth Partners, LLC 0.01% New 142 $21K
Investment Research & Advisory Group, Inc. 0.01% No change 142 $21K
PFS Partners, LLC 0.01% Reduce -61.7% 142 $21K
WR Wealth Planners, LLC 0.01% No change 141 $21K
Bell Investment Advisors, Inc 0.00% No change 138 $20K
First Personal Financial Services 0.00% No change 135 $20K
Legacy Bridge, LLC 0.01% No change 132 $19K
Institutional & Family Asset Management, LLC 0.00% No change 132 $19K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 130 $19K
Financial Perspectives, Inc 0.01% New 129 $19K
Eukles Asset Management 0.01% No change 122 $18K
Signature Resources Capital Management, LLC 0.01% No change 116 $17K
Center for Financial Planning, Inc. 0.00% No change 115 $17K
Rosenberg Matthew Hamilton 0.00% No change 112 $16K
Mendota Financial Group, LLC 0.01% No change 110 $16K
Balentine LLC 0.00% No change 110 $16K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 109 $16K
Scarborough Advisors, LLC 0.01% No change 103 $15K
True Wealth Design, LLC 0.00% No change 100 $15K
Ramirez Asset Management, Inc. 0.00% No change 100 $15K
Compagnie Lombard Odier SCmA 0.00% Reduce -94.2% 100 $15K
Wolff Wiese Magana LLC 0.01% No change 95 $14K
Ballast Advisors LLC 0.00% No change 95 $14K
M&R Capital Management Inc. 0.00% No change 92 $13K
SJS Investment Consulting Inc. 0.00% Reduce -76.4% 91 $13K
Integrity Financial Corp 0.01% No change 91 $13K
Abound Wealth Management 0.00% Reduce -15.1% 90 $13K
Wells Financial Advisors INC 0.01% No change 90 $13K
LGT Financial Advisors LLC 0.03% Reduce -91.1% 82 $12K
Cordgrass Capital Advisors, LLC 0.00% No change 77 $11K
DT Investment Partners, LLC 0.00% New 77 $11K
Pingora Partners LLC 0.01% No change 75 $11K
FWL Investment Management, LLC 0.01% Reduce -74.6% 75 $11K
Lowe Wealth Advisors, LLC 0.01% No change 75 $11K
Logan Capital Management Inc. 0.00% Add +1.4% 71 $10K
HighMark Wealth Management LLC 0.01% Reduce -23.9% 70 $10K
Mark Sheptoff Financial Planning, LLC 0.01% No change 69 $10K
REAP Financial Group, LLC 0.00% Reduce -2.9% 68 $10K
West Branch Capital LLC 0.00% No change 64 $9K
Aspire Private Capital, LLC 0.00% No change 61 $9K
Redwood Wealth Management Group, LLC 0.01% New 60 $9K
GHP Investment Advisors, Inc. 0.00% New 53 $8K
DecisionPoint Financial, LLC 0.00% No change 51 $8K
Private Capital Management LLC 0.00% No change 52 $8K
Cassady Schiller Wealth Management, LLC 0.00% No change 48 $7K
POM Investment Strategies, LLC 0.01% No change 43 $6K
Frazier Financial Advisors, LLC 0.00% Add +485.7% 41 $6K
Chesapeake Asset Management LLC 0.00% New 35 $5K
Valley National Advisers Inc. 0.00% No change 35 $5K
CBIZ Investment Advisory Services, LLC 0.00% New 32 $5K
Hoey Investments, Inc. 0.00% No change 30 $4K
Great Lakes Retirement, Inc. 0.00% New 30 $4K
NCP Inc. 0.00% No change 29 $4K
Dogwood Wealth Management LLC 0.00% New 28 $4K
Clear Point Advisors Inc. 0.00% No change 25 $4K
Legend Financial Advisors, Inc. 0.00% Add +13.6% 25 $4K
Gen-Wealth Partners Inc 0.00% No change 25 $4K
LRI Investments, LLC 0.00% New 22 $3K
Daiwa Securities Group Inc. 0.00% New 22 $3K
Gradient Investments LLC 0.00% Reduce -86.9% 20 $3K
Opal Wealth Advisors, LLC 0.00% New 19 $3K
Thompson Investment Management, Inc. 0.00% No change 18 $3K
Caitlin John, LLC 0.00% Reduce -98.3% 14 $2K
Coston, McIsaac & Partners 0.00% No change 17 $2K
Pineridge Advisors LLC 0.00% New 11 $2K
Balefire, LLC 0.00% No change 7 $1K
Highline Wealth Partners LLC 0.00% Reduce -95.8% 7 $1K
SWAN Capital LLC 0.00% New 2 $292
Rakuten Securities, Inc. 0.00% Reduce -98.2% 2 $292
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $146
McClarren Financial Advisors, Inc. 0.00% New 145 $13

"% 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.