SS Health Care Select SectorXLVETF
13F holders, Q2 2024 (June 30)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $327.7M |
| Exits | 94 | $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.