SS Health Care Select SectorXLVETF

13F holders, Q3 2024 (September 30)
1,733holders +65
136new positions
70sold out
8famous investors
$153.96avg. 13F price*

At the end of Q3 2024, 1,733 institutions reported holding SS Health Care Select Sector (XLV) in their 13F filings, up 65 from Q2 2024. 136 opened new positions and 70 sold out. The largest holders were Bank of America Corp. ($5.7B), JPMorgan Chase & Co. ($2.1B) and Morgan Stanley ($1.8B). 8 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
SS Health Care Select Sector
Filed as
SELECT SECTOR SPDR TR (Q3 2024)
CUSIP
81369Y209
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions136$731.2M
Exits70$265.7M

All 13F filers, Q2 2024 → Q3 2024: 22,130,643 shares bought and 14,472,735 shares sold, net +7,657,908 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,733 holders

Bank of America Corp. 0.50% Reduce -4.0% 36,779,255 $5.7B
JPMorgan Chase & Co. 0.17% Add +22.6% 13,525,065 $2.1B
Morgan Stanley 0.13% Add +7.9% 12,004,485 $1.8B
Wells Fargo & Company 0.26% Add +3.2% 7,015,361 $1.1B
LPL Financial LLC 0.46% Add +10.1% 6,671,871 $1.0B
Goldman Sachs Group Inc. 0.19% Add +102.2% 6,586,382 $1.0B
Envestnet Asset Management Inc. 0.29% Reduce -4.7% 5,907,024 $909.8M
Nissay Asset Management Corp. /Japan 4.78% Reduce -7.8% 4,899,336 $754.6M
Raymond James & Associates 0.38% Reduce -10.8% 4,093,965 $630.6M
Ameriprise Financial Inc. 0.14% Add +2.7% 3,646,188 $562.8M
UBS Group AG 0.15% Reduce -8.9% 3,545,974 $546.2M
Janney Montgomery Scott LLC 1.37% New 3,174,250 $488.9M
Royal Bank of Canada 0.10% Add +8.2% 3,040,777 $468.3M
Harel Insurance Investments & Financial Services Ltd. 7.73% Add +3.0% 2,909,369 $448.1M
Truist Financial Corp. 0.68% Reduce -10.8% 2,821,570 $434.6M
WestEnd Advisors, LLC 9.21% Reduce -14.6% 2,436,176 $375.2M
CHURCHILL MANAGEMENT Corp 4.24% Add +19.7% 2,400,365 $369.7M
Healthcare of Ontario Pension Plan Trust Fund 0.82% Add +94.6% 2,180,000 $335.8M
Meitav Investment House Ltd. 5.02% Add +18.2% 1,944,071 $299.5M
Phoenix Financial Ltd. 3.85% Add +29.6% 1,690,780 $260.4M
Menora Mivtachim Holdings LTD. 1.61% Add +57.4% 1,654,944 $254.9M
Bessemer Group Inc. 0.41% Add +74.1% 1,634,476 $251.7M
Raymond James Financial Services Advisors, Inc. 0.33% Add +2.7% 1,612,534 $248.4M
Two Sigma Investments, LP 0.54% Reduce -2.7% 1,511,200 $232.8M
Citigroup Inc. 0.18% Reduce -41.8% 1,289,077 $198.5M
BlackRock, Inc. 0.00% — 1,081,750 $166.6M
PGIM Custom Harvest LLC 3.26% Add +9.5% 1,045,232 $161.0M
Two Sigma Advisers, LP 0.35% Reduce -13.4% 960,700 $148.0M
Agf Management Ltd. 0.72% Reduce -4.8% 920,767 $141.8M
Cetera Investment Advisers 0.30% Reduce -0.9% 888,093 $136.8M
TD Asset Management Inc 0.12% Add +0.0% 887,536 $135.8M
Stifel Financial Corp. 0.14% Add +5.7% 860,233 $132.5M
Focus Partners Wealth 0.39% Add +1.2% 801,874 $123.5M
Victory Capital Management Inc. 0.12% Reduce -13.6% 769,157 $118.5M
Natixis 0.70% Add +64.9% 750,379 $115.6M
HighTower Advisors, LLC 0.17% Reduce -4.2% 747,399 $115.1M
Migdal Insurance & Financial Holdings Ltd. 1.83% Add +4026.2% 735,205 $113.2M
Assetmark, Inc. 0.30% Add +71.3% 672,683 $103.6M
CW Advisors, LLC 1.37% Reduce -2.8% 666,435 $102.6M
Commonwealth Equity Services, LLC 0.16% Add +2.7% 665,351 $102.5M
Charles Schwab Investment Management Inc. 0.02% Reduce -58.0% 610,044 $94.0M
Northern Trust Corp. 0.02% Add +0.1% 607,879 $93.6M
Osaic Holdings, Inc. 0.21% Add +0.4% 595,948 $91.8M
Main Management ETF Advisors, LLC 4.25% Add +2.5% 582,170 $89.7M
Exchange Traded Concepts, LLC 2.03% Reduce -12.1% 555,247 $85.5M
Capital Investment Advisors, LLC 1.74% Add +2.0% 548,179 $84.4M
Conservest Capital Advisors, Inc. 8.28% Add +4.8% 546,820 $80.8M
US Bancorp \de 0.10% Reduce -5.1% 521,007 $80.2M
RiverFront Investment Group, LLC 1.82% Add +1.5% 501,525 $77.2M
Marshall Wace, LLP 0.10% Add +129.1% 488,921 $75.3M
Barclays PLC 0.03% Add +124.1% 486,570 $74.9M
Qube Research & Technologies Ltd 0.13% Add +21.4% 469,251 $72.3M
Rockefeller Capital Management L.P. 0.19% Reduce -3.5% 466,993 $71.9M
J.Safra Asset Management Corp 6.64% Add +6.3% 456,537 $69.9M
MML Investors Services, LLC 0.25% Add +12.5% 449,681 $69.3M
1832 Asset Management L.P. 0.11% Reduce -11.7% 421,485 $64.9M
Swan Global Investments, LLC 2.90% Reduce -10.1% 390,535 $60.2M
Summit Trail Advisors, LLC 1.49% Reduce -0.6% 389,340 $60.0M
Susquehanna International Group, LLP 0.10% Reduce -14.7% 385,705 $59.4M
Private Advisor Group, LLC 0.36% Add +2.0% 379,784 $58.5M
Cambridge Investment Research Advisors, Inc. 0.20% Add +0.4% 379,506 $58.5M
Composition Wealth, LLC 1.19% Add +1.0% 334,762 $51.6M
Twin Tree Management, LP 1.18% Add +848.7% 329,985 $50.8M
Foundations Investment Advisors, LLC 1.04% Add +87.7% 320,842 $49.4M
KCM Investment Advisors LLC 1.68% Add +1.2% 319,320 $49.2M
Gerber Kawasaki Wealth & Investment Management 2.23% Reduce -8.0% 314,631 $48.5M
Signature Estate & Investment Advisors LLC 1.11% Reduce -22.8% 313,052 $48.2M
TD Waterhouse Canada Inc. 0.37% Add +9.5% 299,379 $45.9M
Capital Fund Management S.A. 0.51% Add +225.8% 295,057 $45.4M
PNC Financial Services Group, Inc. 0.03% Reduce -9.7% 282,083 $43.4M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3.60% No change 281,325 $43.3M
Provida Pension Fund Administrator 0.94% Reduce -9.0% 281,025 $43.3M
Bank of Montreal 0.02% Add +19.3% 279,640 $42.8M
Mercer Global Advisors Inc. 0.10% Reduce -3.1% 270,597 $41.5M
Advisory Alpha, LLC 1.46% Reduce -17.8% 266,689 $41.1M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 5.27% Add +128.1% 249,300 $38.4M
MBB Public Markets I LLC 3.23% Add +1.2% 246,933 $38.0M
State of Michigan Retirement System 0.18% Reduce -11.5% 237,488 $36.6M
Wharton Business Group, LLC 1.64% Add +0.1% 236,480 $36.4M
Rockport Wealth LLC 9.61% Add +8.2% 233,905 $36.0M
MMBG Investment Advisors Co. 3.75% Reduce -1.7% 233,215 $35.9M
Greenwood Gearhart LLC 2.98% Add +9.3% 232,876 $35.9M
Baltimore-Washington Financial Advisors, Inc. 1.93% Add +0.1% 230,775 $35.5M
Alps Advisors Inc. 0.23% Add +4.5% 227,968 $35.1M
Graypoint LLC 2.16% Reduce -2.7% 218,922 $33.7M
Main Management LLC 2.76% Reduce -0.9% 217,637 $33.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.90% Add +3.9% 216,891 $33.4M
Mariner, LLC 0.06% Reduce -12.6% 214,697 $33.1M
Thrivent Financial for Lutherans 0.06% Add +12.7% 212,217 $32.7M
Full Sail Capital, LLC 2.08% Reduce -1.7% 211,163 $32.5M
Fifth Third Bancorp 0.12% Reduce -1.9% 210,977 $32.5M
Bouchey Financial Group, Ltd. 2.90% Reduce -8.0% 210,617 $32.4M
Sanctuary Advisors, LLC 0.20% Reduce -1.4% 223,566 $32.2M
Cwm, LLC 0.13% Reduce -30.7% 202,828 $31.2M
Peapack Gladstone Financial Corp. 0.45% Add +0.6% 201,293 $31.0M
Equitable Holdings, Inc. 0.30% Add +0.9% 200,519 $30.9M
MAI Capital Management 0.29% Reduce -0.5% 198,901 $30.6M
NewEdge Advisors, LLC 0.19% Reduce -18.3% 195,022 $30.0M
Spinnaker Trust 1.82% Reduce -27.2% 191,269 $29.5M
Country Trust Bank 0.71% Reduce -14.5% 187,618 $28.9M
Clal Insurance Enterprises Holdings Ltd 0.25% No change 186,500 $28.7M
Trek Financial, LLC 2.11% Reduce -2.9% 183,412 $28.2M
Alaska Permanent Fund Corp 0.41% No change 182,446 $28.1M
Spire Wealth Management 0.95% Reduce -6.4% 182,429 $28.1M
Kingsview Wealth Management, LLC 0.59% Add +24.9% 182,046 $28.0M
Atria Wealth Solutions, Inc. 0.30% Add +0.2% 181,367 $27.9M
SG Americas Securities, LLC 0.11% Add +2.3% 179,334 $27.6M
Yelin Lapidot Holdings Management Ltd. 4.51% Reduce -1.4% 177,909 $27.4M
SP Asset Management LLC 2.26% Add +0.1% 176,472 $27.2M
FMR LLC 0.00% Add +7.0% 175,057 $27.0M
Royal Fund Management, LLC 1.90% Add +213.9% 174,018 $26.8M
Prudential Financial Inc. 0.04% Reduce -7.2% 169,018 $26.0M
Renaissance Technologies 0.04% Add +205.2% 165,700 $25.5M
Scotia Capital Inc. 0.13% Add +11.3% 161,939 $24.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.25% Add +829.3% 161,829 $24.9M
Captrust Financial Advisors 0.07% Add +3.3% 159,961 $24.6M
Steward Partners Investment Advisory, LLC 0.22% Add +102.8% 157,888 $24.3M
Biltmore Wealth Management, LLC 9.72% Reduce -7.7% 153,558 $23.7M
American Financial Advisors, LLC 3.19% Reduce -1.9% 151,899 $23.4M
Mirae Asset Securities (usa) Inc. 1.34% Reduce -25.6% 149,981 $23.1M
Tiff Advisory Services, LLC 7.66% No change 149,621 $23.0M
Bar Harbor Wealth Management 1.45% Add +0.1% 147,281 $22.7M
Cresset Asset Management, LLC 0.09% Reduce -5.4% 146,439 $22.6M
Graves Light Lenhart Wealth, Inc. 2.77% Reduce -17.9% 146,016 $22.5M
First Interstate Bank 1.35% Reduce -2.8% 143,954 $22.2M
Kestra Advisory Services, LLC 0.12% Reduce -16.8% 142,699 $22.0M
Ayalon Insurance Comp Ltd. 6.65% Reduce -0.2% 138,734 $21.4M
IMZ Advisory Inc 9.86% Reduce -4.3% 140,582 $21.3M
Prestige Wealth Management Group LLC 4.41% Add +2.3% 138,188 $21.3M
Krilogy Financial LLC 1.46% Add +0.8% 137,969 $21.2M
Taiyo Life Insurance Co. 1.67% Reduce -34.8% 137,000 $21.1M
Blair William & Co. 0.06% Add +19.5% 136,824 $21.1M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3.20% Add +5.9% 136,616 $21.0M
Avantax Advisory Services, Inc. 0.14% Reduce -41.3% 134,883 $20.8M
DAVENPORT & Co LLC 0.12% Reduce -8.1% 134,038 $20.6M
IHT Wealth Management, LLC 0.58% Add +41.4% 133,679 $20.6M
Clarity Financial LLC 2.41% Add +3.5% 133,047 $20.5M
HSBC Holdings PLC 0.01% Reduce -2.0% 133,625 $20.5M
Comerica Bank 0.08% Reduce -3.0% 132,116 $20.3M
Miller Investment Management, LP 2.03% Add +1.5% 126,727 $19.5M
McKinley Carter Wealth Services, Inc. 1.17% Add +5.9% 126,118 $19.4M
Brave Asset Management Inc. 4.81% Reduce -0.1% 125,852 $19.4M
B. Riley Wealth Advisors, Inc. 0.53% Add +16.2% 125,417 $19.1M
Turtle Creek Wealth Advisors, LLC 3.81% Add +7179.4% 123,386 $19.0M
Perigon Wealth Management, LLC 0.51% Reduce -0.4% 123,379 $19.0M
Cerity Partners LLC 0.04% Add +11.8% 122,105 $18.8M
Concurrent Investment Advisors, LLC 0.55% Reduce -0.9% 120,063 $18.5M
Corient Private Wealth LP 0.03% Add +3.6% 119,616 $18.4M
Bank Hapoalim BM 2.87% Add +3.5% 117,535 $18.1M
Squarepoint Ops LLC 0.06% Reduce -51.6% 116,131 $17.9M
Westwood Holdings Group Inc. 0.14% Add +37.6% 114,984 $17.7M
Janney Capital Management LLC 1.19% New 114,382 $17.6M
StoneX Group Inc. 1.27% Add +3.1% 113,073 $17.4M
Park Avenue Securities LLC 0.19% Reduce -16.5% 109,978 $16.9M
Ashton Thomas Private Wealth, LLC 0.90% Add +43.7% 109,338 $16.8M
Oppenheimer Asset Management Inc. 0.20% Add +24.7% 108,232 $16.7M
Rezny Wealth Management, Inc. 4.20% Add +3.3% 108,231 $16.7M
Cornerstone Advisors, LLC 0.65% Add +9.8% 107,500 $16.6M
United Capital Financial Advisors, LLC 0.13% Reduce -0.7% 106,312 $16.4M
Wealth Enhancement Advisory Services, LLC 0.04% Add +2.7% 106,146 $16.3M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 4.08% No change 105,342 $16.2M
Old National Bancorp 0.37% Reduce -7.5% 104,870 $16.2M
Analyst IMS Investment Management Services Ltd. 0.59% Reduce -0.8% 100,219 $15.4M
Stillwater Capital Advisors, LLC 1.99% Add +2.4% 100,061 $15.4M
D. E. Shaw & Co. 0.02% New 99,668 $15.4M
Creative Planning 0.02% Add +3.0% 99,592 $15.3M
Dakota Wealth Management 0.34% Add +1.9% 98,442 $15.2M
Chemung Canal Trust Co. 3.07% Reduce -27.8% 98,436 $15.2M
Virtu Financial LLC 0.83% New 98,104 $15.1M
Passaic Partners LLC 2.24% New 97,365 $15.0M
WESPAC Advisors SoCal, LLC 3.45% Add +13.6% 96,897 $14.9M
Financial Advocates Investment Management 0.83% Add +129.8% 96,792 $14.7M
Asset Advisors Investment Management, LLC 1.52% Add +10.7% 95,124 $14.7M
Prudent Investors Network, Inc. 4.48% Add +26.6% 94,816 $14.6M
Bedell Frazier Investment Counselling, LLC 3.47% Reduce -0.3% 94,378 $14.5M
Gratus Wealth Advisors, LLC 2.37% Add +5.0% 96,029 $14.5M
Wilmington Savings Fund Society, FSB 0.26% Add +4965.6% 93,662 $14.4M
Salomon & Ludwin, LLC 1.45% Reduce -7.4% 92,503 $14.3M
Q3 Asset Management 3.30% New 91,483 $14.1M
Lido Advisors, LLC 0.11% Reduce -0.2% 90,224 $13.9M
Envestnet Portfolio Solutions, Inc. 0.04% Add +6.7% 89,487 $13.8M
Rothschild Capital Partners, LLC 3.83% Reduce -14.9% 89,167 $13.7M
Measured Wealth Private Client Group, LLC 4.59% Add +8.5% 89,046 $13.7M
J.W. Cole Advisors, Inc. 0.57% Add +5.0% 87,934 $13.5M
Aspire Capital Advisors LLC 4.01% Add +3.4% 87,269 $13.4M
Baird Financial Group, Inc. 0.03% Add +2.5% 86,841 $13.4M
Prosperity Consulting Group, LLC 1.04% Add +2040.9% 86,600 $13.3M
WBH Advisory Inc. 1.25% Add +2.2% 86,023 $13.2M
Anfield Capital Management, LLC 5.01% Add +89.3% 85,329 $13.1M
Kozak & Associates, Inc. 3.10% Add +0.3% 85,494 $13.1M
Valmark Advisers, Inc. 0.20% Add +8.3% 84,239 $13.0M
BNP Paribas Financial Markets 0.01% Reduce -93.3% 83,481 $12.9M
Private Wealth Advisors, LLC 5.15% Reduce -17.9% 82,572 $12.7M
RFG Advisory, LLC 0.38% Add +11.4% 81,885 $12.6M
Benchmark Financial Wealth Advisors, LLC 4.18% Add +4.7% 81,326 $12.5M
Carnegie Investment Counsel 0.37% Add +1.4% 81,249 $12.5M
Long Run Wealth Advisors, LLC 2.94% Add +0.6% 81,041 $12.5M
Integrated Wealth Concepts LLC 0.15% Add +16.2% 80,630 $12.4M
Advisory Services Network, LLC 0.26% No change 85,170 $12.4M
High Note Wealth, LLC 3.55% Reduce -0.9% 80,582 $12.4M
Concourse Financial Group Securities, Inc. 0.73% Add +8.7% 79,883 $12.3M
Evolution Wealth Advisors, LLC 2.20% Add +0.9% 79,265 $12.2M
Concentric Capital Strategies, LP 0.76% Add +75.1% 78,538 $12.1M
Oppenheimer & Co. Inc. 0.18% Reduce -30.0% 78,114 $12.0M
Onyx Bridge Wealth Group LLC 1.81% Add +3082.8% 77,915 $12.0M
Global Endowment Management, LP 1.20% No change 77,171 $11.9M
Makena Capital Management LLC 2.84% Reduce -18.4% 76,811 $11.8M
Csenge Advisory Group 0.62% Add +171.4% 76,854 $11.8M
Focused Wealth Management, Inc 1.59% Add +2.3% 76,682 $11.8M
Callan Capital, LLC 0.81% Reduce -1.4% 75,486 $11.6M
Parkside Investments, LLC 1.73% Add +8.7% 74,474 $11.5M
Pathstone Holdings, LLC 0.05% Add +0.4% 74,272 $11.4M
Round Rock Advisors LLC 2.67% Add +2.0% 74,124 $11.4M
Atria Investments, Inc 0.14% Reduce -16.4% 74,105 $11.4M
Fifth Third Securities, Inc. 1.08% Reduce -1.3% 74,070 $11.4M
HRT Financial LP 0.06% New 73,540 $11.3M
Tocqueville Asset Management L.P. 0.18% Reduce -0.1% 73,531 $11.3M
Arvest Bank Trust Division 0.65% — 73,285 $11.3M
Hilltop Wealth Advisors, LLC 5.26% Add +0.1% 73,213 $11.3M
Frisch Financial Group, Inc. 3.38% Reduce -2.9% 73,065 $11.3M
Intrua Financial, LLC 1.83% Add +18.5% 73,058 $11.3M
Twin Focus Capital Partners, LLC 1.77% Add +2.5% 72,784 $11.2M
Allspring Global Investments Holdings, LLC 0.02% Add +36302.0% 71,712 $11.0M
AAF Wealth Management, LLC 5.55% Add +5.0% 71,571 $11.0M
New Harbor Financial Group, LLC 3.15% Add +16.3% 71,191 $11.0M
Castleark Management LLC 0.45% No change 71,120 $11.0M
Proquility Private Wealth Partners, LLC 3.48% Reduce -1.6% 70,637 $10.9M
Hobart Private Capital, LLC 2.77% Add +1.0% 70,251 $10.8M
Tamar Securities, LLC 1.51% Add +0.6% 69,767 $10.7M
Provident Co of the Employees of the Hebrew University LTD 12.00% No change 69,216 $10.7M
Founders Financial Securities LLC 0.98% Reduce -2.4% 68,967 $10.6M
Petredis Investment Advisors LLC 1.13% Add +6.2% 68,695 $10.6M
Premier Path Wealth Partners, LLC 1.65% Add +2.2% 68,006 $10.5M
Banco Santander, S.A. 0.12% Reduce -26.3% 67,947 $10.5M
SFG Wealth Management, LLC. 5.54% Add +3.4% 67,837 $10.4M
AlphaMark Advisors, LLC 3.60% Reduce -9.1% 67,631 $10.4M
Vickerman Investment Advisors, Inc. 3.01% Add +0.7% 66,426 $10.2M
Silverleafe Capital Partners, LLC 3.62% Add +2.2% 66,419 $10.2M
First Merchants Corp. 0.39% Add +0.3% 66,377 $10.2M
Martin & Co. Inc. 2.40% Reduce -0.5% 66,226 $10.2M
Pallas Capital Advisors LLC 0.43% Add +6.8% 67,423 $10.1M
Capula Management Ltd 0.13% New 65,053 $10.0M
Stratos Wealth Partners, LTD. 0.15% Add +6.9% 64,518 $9.9M
Capital Insight Partners, LLC 1.73% Add +2.5% 64,324 $9.9M
Keebeck Wealth Management 1.43% Reduce -2.2% 64,255 $9.9M
Toth Financial Advisory Corp. 1.15% Add +0.4% 63,482 $9.8M
Welch Capital Partners LLC 2.19% No change 63,480 $9.8M
Syon Capital LLC 0.86% Add +1.1% 63,472 $9.8M
Ameraudi Asset Management, Inc. 4.33% New 61,712 $9.5M
&partners 0.18% Add +57.3% 61,545 $9.5M
Evercore Wealth Management, LLC 0.14% Reduce -1.6% 61,530 $9.5M
Beacon Pointe Advisors, LLC 0.11% Add +2.1% 61,192 $9.4M
Eagle Wealth Strategies LLC 6.84% Add +0.7% 60,874 $9.4M
Jump Financial, LLC 0.20% Reduce -52.6% 60,438 $9.3M
Trilogy Capital Inc. 0.46% Reduce -13.8% 59,745 $9.2M
Bank of Nova Scotia 0.02% Reduce -89.3% 59,647 $9.2M
Innealta Capital, LLC 3.74% Reduce -10.7% 59,536 $9.2M
State Street Corp. 0.00% New 59,440 $9.2M
GTS Securities LLC 0.18% Reduce -81.6% 59,325 $9.1M
Sigma Planning Corp 0.28% Reduce -3.1% 59,242 $9.1M
Harrell Investment Partners, LLC 2.56% Reduce -6.2% 58,729 $9.0M
Western Wealth Management, LLC 0.52% Reduce -6.0% 58,715 $9.0M
Merit Financial Group, LLC 0.20% Reduce -3.4% 58,139 $9.0M
BTG Pactual Asset Management US LLC 1.30% Add +154.0% 57,934 $8.9M
EP Wealth Advisors, LLC 0.08% Add +2.6% 57,810 $8.9M
Insight Wealth Strategies, LLC 1.17% New 57,495 $8.9M
Orange Investment Advisors, Inc. 0.97% Reduce -13.1% 56,842 $8.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -42.0% 55,870 $8.6M
Jefferies Financial Group Inc. 0.15% Reduce -63.6% 55,620 $8.6M
Courier Capital LLC 0.59% Add +94.4% 55,546 $8.6M
JSF Financial, LLC 2.49% Add +0.5% 55,494 $8.5M
Howard Capital Management Group, LLC 0.60% Add +3.3% 55,116 $8.5M
Forbes J M & Co. LLP 0.83% No change 54,998 $8.5M
Tritonpoint Wealth, LLC 0.77% Add +5.5% 55,025 $8.4M
Gladstone Institutional Advisory LLC 0.41% Reduce -25.3% 54,389 $8.4M
Mfa Wealth Advisors, LLC 1.82% Reduce -5.5% 54,053 $8.3M
Constitution Capital LLC 4.44% Add +2.8% 53,984 $8.3M
Greenup Street Wealth Management LLC 1.72% Add +5.1% 53,951 $8.3M
Prime Capital Investment Advisors, LLC 0.12% Reduce -1.4% 53,749 $8.3M
Fsa Wealth Partners, Inc. 1.99% New 53,545 $8.2M
Pictet North America Advisors SA 0.81% Add +0.2% 53,207 $8.2M
5th Street Advisors, LLC 3.98% Add +1.6% 53,148 $8.2M
Embree Financial Group 1.45% Add +0.8% 52,850 $8.1M
Axiom Advisory, LLC 0.08% Add +103.3% 53,640 $8.1M
Integrated Advisors Network LLC 0.39% Add +2.8% 52,832 $8.1M
Annex Advisory Services, LLC 0.26% Reduce -3.0% 52,640 $8.1M
Transcend Capital Advisors, LLC 0.54% Reduce -9.3% 52,581 $8.1M
Arvest Investments, Inc. 1.21% Reduce -6.0% 52,012 $8.0M
Paloma Partners Management Co 0.55% New 51,897 $8.0M
Freedom Investment Management, Inc. 0.63% Reduce -2.7% 51,076 $7.9M
Woodmont Investment Counsel LLC 0.59% Add +2.9% 51,053 $7.9M
Sabal Trust CO 0.42% Add +3.6% 49,936 $7.7M
Winthrop Capital Management, LLC 3.62% Reduce -6.4% 49,365 $7.6M
Jones Financial Companies LLLP 0.01% Add +77.7% 49,615 $7.6M
Kwmg, LLC 0.76% New 49,066 $7.6M
Fortis Group Advisors, LLC 1.39% Add +960.9% 48,930 $7.5M
Cullen Capital Management, LLC 0.08% Reduce -78.8% 48,488 $7.5M
TrinityPoint Wealth, LLC 1.07% Reduce -10.0% 48,364 $7.4M
Sykon Capital LLC 2.62% Reduce -3.7% 48,171 $7.4M
WT Wealth Management 2.37% Add +19.9% 48,420 $7.4M
Capital Planning Advisors, LLC 1.10% Reduce -0.6% 47,335 $7.3M
Cornerstone Wealth Group, LLC 0.60% Reduce -2.6% 47,170 $7.3M
Allred Capital Management, LLC 2.84% Add +3.4% 46,922 $7.2M
Avalon Capital Management 2.18% Add +15.3% 46,813 $7.2M
Orion Porfolio Solutions, LLC 0.07% Reduce -9.1% 46,715 $7.2M
Orion Portfolio Solutions, LLC 0.07% Reduce -9.1% 46,715 $7.2M
Benjamin Edwards Inc. 0.10% Add +10175.8% 46,652 $7.2M
Liberty One Investment Management, LLC 0.73% Reduce -1.6% 46,547 $7.2M
Retirement Planning Group, LLC 0.39% Reduce -0.3% 46,450 $7.2M
Next Capital Management LLC 2.91% Reduce -1.9% 46,256 $7.1M
M&T Bank Corp 0.02% Add +104.1% 46,247 $7.1M
Independent Financial Group, LLC 0.26% Reduce -3.7% 46,243 $7.1M
Adams Diversified Equity Fund, Inc. 0.26% Reduce -31.7% 45,800 $7.1M
Quantinno Capital Management LP 0.09% Add +18.2% 44,868 $6.9M
National Bank of Canada 0.01% Reduce -26.1% 44,837 $6.9M
Sound View Wealth Advisors Group, LLC 0.56% Add +47.2% 44,765 $6.9M
Commerce Bank 0.04% Add +0.2% 44,130 $6.8M
CMH Wealth Management LLC 1.59% Reduce -0.7% 43,894 $6.8M
Centaurus Financial, Inc. 0.43% Add +0.1% 43,816 $6.7M
Patten & Patten Inc. 0.45% Add +3.9% 43,709 $6.7M
Stephens Inc. 0.10% Reduce -6.7% 43,595 $6.7M
Harbour Investments, Inc. 0.20% Reduce -0.9% 43,266 $6.7M
TCV Trust & Wealth Management, Inc. 0.59% Add +4.1% 43,061 $6.6M
Modus Advisors, LLC 2.17% Reduce -0.3% 42,944 $6.6M
Simmons Bank 0.47% Reduce -0.6% 42,452 $6.5M
Maven Securities LTD 0.73% Add +0.8% 42,103 $6.5M
Pinnacle Associates Ltd. 0.11% Add +3.1% 46,919 $6.4M
AlTi Global, Inc. 0.15% Reduce -0.8% 41,275 $6.4M
Horizon Investments, LLC 0.17% Reduce -4.5% 41,196 $6.3M
Sepio Capital, LP 0.49% Reduce -5.6% 40,926 $6.3M
Haverford Trust Co 0.06% Add +10.1% 40,507 $6.2M
Pachira Investments Inc. 4.80% Add +11.1% 40,488 $6.2M
Busey Bank 0.20% Reduce -0.1% 40,471 $6.2M
Means Investment Co., Inc. 0.69% Add +20.8% 40,304 $6.2M
Algorithmic Investment Models, LLC 4.56% Add +46.0% 40,295 $6.2M
Cibc World Market Inc. 0.01% Add +5.2% 40,217 $6.2M
Robertson Stephens Wealth Management, LLC 0.23% Add +16.1% 40,179 $6.2M
Gunma Bank,Ltd. 2.54% New 40,000 $6.2M
Bank of New York Mellon Corp 0.00% Add +17.7% 39,660 $6.1M
BigSur Wealth Management LLC 1.66% Add +12.9% 39,063 $6.0M
Deltec Asset Management LLC 1.18% No change 38,818 $6.0M
Adamsbrown Wealth Consultants LLC 2.07% Reduce -41.0% 38,750 $6.0M
Financial Freedom, LLC 3.15% Add +6.3% 38,642 $6.0M
SteelPeak Wealth, LLC 0.26% Add +141.7% 38,538 $5.9M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -3.1% 38,448 $5.9M
MV Capital Management, Inc. 0.63% Reduce -2.7% 38,262 $5.9M
Raymond James Trust N.A. 0.13% Reduce -5.7% 38,081 $5.9M
Affiance Financial, LLC 1.41% Add +2.4% 37,620 $5.8M
St Germain D J Co. Inc. 0.26% Add +0.1% 37,097 $5.7M
Atlas Capital Advisors Inc. 0.87% Add +39.7% 36,919 $5.7M
Vectors Research Management, LLC 1.69% Reduce -0.4% 36,325 $5.6M
Kestra Private Wealth Services, LLC 0.10% Add +2.7% 36,316 $5.6M
Sharper & Granite LLC 2.49% Add +0.0% 36,265 $5.6M
Hilltop Holdings Inc. 0.36% Add +161.9% 35,854 $5.5M
Magnus Financial Group LLC 0.56% Add +5.7% 35,836 $5.5M
Kennicott Capital Management LLC 2.11% Add +1.0% 35,744 $5.5M
Glenmede Trust Co. NA 0.03% Reduce -3.1% 35,647 $5.5M
Granite Harbor Advisors, Inc. 3.23% Add +6.4% 35,447 $5.5M
Trust Co 0.65% Add +16.5% 35,273 $5.4M
Riverpoint Wealth Management Holdings, LLC 1.39% Add +0.3% 35,262 $5.4M
Mutual Advisors, LLC 0.16% Reduce -43.1% 36,280 $5.4M
Shira Ridge Wealth Management 2.76% Add +2.9% 35,164 $5.4M
Pinebridge Investments, L.P. 0.04% No change 35,006 $5.4M
Continuum Wealth Advisors, LLC 2.88% Add +1103.4% 34,874 $5.4M
CoreCap Advisors, LLC 0.25% Add +51.2% 34,747 $5.4M
Caas Capital Management LP 3.63% New 34,500 $5.3M
Waverly Advisors, LLC 0.10% Reduce -2.1% 34,437 $5.3M
Asset Allocation Strategies LLC 1.51% Reduce -25.3% 34,424 $5.3M
Denver Wealth Management, Inc. 2.45% Add +3.4% 34,415 $5.3M
Allworth Financial LP 0.03% Reduce -4.5% 34,165 $5.3M
Financial Counselors Inc. 0.08% Add +0.6% 34,081 $5.2M
Arkadios Wealth Advisors 0.30% Add +22.7% 33,939 $5.2M
Northstar Advisory Group, LLC 2.70% Add +446.2% 33,728 $5.2M
Darwin Wealth Management, LLC 1.42% Reduce -12.0% 33,530 $5.2M
Venturi Wealth Management, LLC 0.27% Reduce -5.9% 33,423 $5.1M
Wexford Capital LP 1.23% Add +879.6% 33,307 $5.1M
One Wealth Map LLC 3.02% Add +3.9% 33,477 $5.1M
Focus Financial Network, Inc. 0.21% Reduce -7.5% 33,061 $5.1M
FPC Investment Advisory, Inc. 4.32% Add +9.6% 33,711 $5.1M
Brown Brothers Harriman & Co. 0.03% Add +659.4% 32,904 $5.1M
Sowell Financial Services LLC 0.24% Add +2.4% 32,853 $5.1M
Larson Financial Group LLC 0.29% Add +312.4% 32,723 $5.0M
Wela Strategies, Inc. 2.19% Add +16.6% 32,564 $5.0M
Northeast Financial Consultants Inc 0.22% Reduce -2.5% 32,548 $5.0M
Mill Creek Capital Advisors, LLC 0.12% Reduce -0.6% 32,439 $5.0M
Great Valley Advisor Group, Inc. 0.12% Reduce -4.6% 32,397 $5.0M
Flagship Harbor Advisors, LLC 0.27% Reduce -78.2% 32,398 $5.0M
Lowe Brockenbrough & Co. Inc. 0.32% Add +1342.0% 32,229 $5.0M
Choate Investment Advisors 0.13% Reduce -2.6% 32,165 $5.0M
Elevation Point Wealth Partners, LLC 0.48% Reduce -5.9% 32,158 $5.0M
Lyell Wealth Management, LP 0.45% Add +25.2% 31,970 $4.9M
Brookstone Capital Management 0.07% Add +8.4% 31,702 $4.9M
Tandem Wealth Advisors LLC 2.47% Reduce -0.5% 31,657 $4.9M
Berkshire Money Management, Inc. 0.55% Reduce -0.0% 31,429 $4.8M
Cinctive Capital Management LP 0.28% Reduce -1.1% 31,244 $4.8M
First Horizon Advisors, Inc. 0.13% Reduce -1.5% 31,132 $4.8M
Capstone Wealth Management Group, LLC 2.83% Add +12.2% 31,012 $4.8M
GoalFusion Wealth Management, LLC 2.64% Add +7.2% 30,980 $4.8M
Masso Torrence Wealth Management Inc. 2.57% Add +0.1% 30,978 $4.8M
BBJS Financial Advisors, LLC 1.69% Add +0.3% 30,795 $4.7M
Rockingstone Advisors LLC 2.31% Add +2.0% 30,485 $4.7M
Millennium Management 0.00% Reduce -93.0% 30,479 $4.7M
Alpha Family Trust 2.61% Add +0.8% 30,295 $4.7M
Bfsg, LLC 0.54% Reduce -9.2% 30,269 $4.7M
Ferguson Wellman Capital Management, Inc. 0.09% Reduce -3.0% 30,221 $4.7M
Natixis Advisors, LLC 0.01% Add +73.1% 30,013 $4.6M
Canada Pension Plan Investment Board 0.00% No change 30,000 $4.6M
Leuthold Group, LLC 0.51% Add +88.3% 29,642 $4.6M
Brandywine Oak Private Wealth LLC 0.44% Reduce -2.6% 29,500 $4.5M
PFG Advisors 0.28% Reduce -16.0% 29,305 $4.5M
D.A. Davidson & Co. 0.04% Add +6.0% 29,234 $4.5M
Bleakley Financial Group, LLC 0.14% Reduce -7.0% 29,170 $4.5M
Wealthspire Advisors, LLC 0.05% Add +13.5% 29,117 $4.5M
Essex LLC 0.92% Add +11.4% 29,073 $4.5M
Farther Finance Advisors, LLC 0.17% Add +354.9% 29,062 $4.5M
Bray Capital Advisors 1.09% Reduce -4.5% 29,019 $4.5M
Prospera Financial Services Inc 0.11% Add +14.5% 28,906 $4.5M
Rye Brook Capital LLC 6.42% Reduce -2.4% 28,900 $4.5M
Stockman Wealth Management, Inc. 0.69% Add +4.5% 28,803 $4.4M
Aveo Capital Partners, LLC 0.47% Add +1188.0% 28,709 $4.4M
Summit Financial, LLC 0.17% Add +67.1% 28,677 $4.4M
Delos Wealth Advisors, LLC 3.85% Add +7.8% 28,587 $4.4M
Fiduciary Group, LLC 0.44% Add +8.8% 28,379 $4.4M
Global Retirement Partners, LLC 0.13% Reduce -1.3% 28,275 $4.4M
Meridian Wealth Management, LLC 0.21% Add +0.5% 28,150 $4.3M
Mechanics Bank Trust Department 0.57% Add +1.4% 27,951 $4.3M
Dorsey & Whitney Trust CO LLC 0.23% Reduce -13.7% 27,947 $4.3M
BBR Partners, LLC 0.33% Add +0.1% 27,857 $4.3M
Vivid Wealth Management, LLC 2.23% Add +4.3% 27,765 $4.3M
Benedict Financial Advisors Inc. 1.01% Reduce -3.0% 27,717 $4.3M
Transamerica Financial Advisors, LLC 0.41% Reduce -1.5% 27,459 $4.2M
Wealthfront Advisers LLC 0.01% Add +4.6% 27,362 $4.2M
IFG Advisory, LLC 0.27% Add +2.2% 27,343 $4.2M
Quotient Wealth Partners, LLC 0.14% Reduce -13.3% 27,307 $4.2M
Forbes Financial Planning, Inc. 3.03% Reduce -3.5% 27,280 $4.2M
LM Advisors LLC 0.86% Reduce -5.1% 27,211 $4.2M
Cooksen Wealth, LLC 3.89% Reduce -9.8% 27,040 $4.2M
Cary Street Partners Investment Advisory LLC 0.15% Reduce -4.6% 26,949 $4.2M
Penserra Capital Management LLC 0.09% Reduce -0.2% 26,916 $4.1M
Stratos Wealth Advisors, LLC 0.19% Add +5.7% 26,889 $4.1M
Flagship Private Wealth, LLC 2.13% Reduce -6.8% 26,834 $4.1M
AAFMAA Wealth Management & Trust LLC 1.82% Add +153.2% 26,744 $4.1M
Keybank National Association 0.02% Reduce -3.9% 26,731 $4.1M
Procyon Advisors, LLC 0.28% Add +3.7% 26,730 $4.1M
Diversify Advisory Services, LLC 0.22% Reduce -39.8% 27,104 $4.1M
WealthCare Investment Partners, LLC 1.79% Add +1.7% 27,093 $4.1M
Axxcess Wealth Management, LLC 0.10% Add +3.6% 26,509 $4.1M
First Trust Investment Solutions L.P. 0.46% Reduce -6.2% 26,425 $4.1M
Treynor Bancshares, Inc. 4.07% Add +4.4% 25,762 $4.0M
Wealthcare Advisory Partners LLC 0.11% Add +11.1% 25,485 $3.9M
Dynamic Advisor Solutions LLC 0.12% Add +3.9% 25,388 $3.9M
New England Private Wealth Advisors LLC 0.63% Add +3.9% 25,327 $3.9M
Moulton Wealth Management, Inc. 3.24% Add +22.4% 25,640 $3.9M
Edge Capital Group, LLC 0.17% No change 25,227 $3.9M
B&D White Capital Company, LLC 0.67% Add +34.7% 25,223 $3.9M
Bay Rivers Group 1.92% Add +0.1% 25,084 $3.9M
Associated Banc-Corp 0.11% Reduce -3.4% 24,998 $3.9M
Nwi Management LP 0.46% No change 25,000 $3.9M
Sentinel Trust Co. Lba 0.44% Reduce -1.5% 24,925 $3.8M
Leicht Financial Planning & Wealth Management, Inc. 1.91% New 24,689 $3.8M
WoodTrust Financial Corp 0.54% Reduce -41.3% 24,686 $3.8M
United Asset Strategies, Inc. 0.35% Reduce -2.1% 24,660 $3.8M
Federation des caisses Desjardins du Quebec 0.02% Reduce -0.6% 24,650 $3.8M
One Charles Private Wealth Services, LLC 1.44% Reduce -22.3% 24,582 $3.8M
Bramshill Investments, LLC 0.41% Add +157.3% 24,538 $3.8M
AdvisorNet Financial, Inc 0.28% Add +4.0% 24,525 $3.8M
Canton Hathaway, LLC 0.94% Add +2.1% 24,369 $3.8M
Consilio Wealth Advisors, LLC 1.55% Add +1.0% 24,337 $3.7M
GeoWealth Management, LLC 0.13% Reduce -39.8% 24,148 $3.7M
Econ Financial Services Corp 2.08% Reduce -27.7% 24,123 $3.7M
Credit Agricole S A 0.02% Reduce -76.9% 24,110 $3.7M
Laraway Financial Advisors Inc 2.96% Reduce -0.6% 24,064 $3.7M
Ameritas Advisory Services, LLC 0.16% Reduce -9.6% 23,925 $3.7M
Capital Investment Advisory Services, LLC 0.35% Reduce -0.2% 23,902 $3.7M
James Investment Research, Inc. 0.42% Add +6.8% 23,882 $3.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.10% Reduce -39.1% 23,751 $3.7M
Jackson, Grant Investment Advisers, Inc. 1.37% Add +0.2% 23,713 $3.7M
WCG Wealth Advisors LLC 0.25% New 23,692 $3.6M
Nvwm, LLC 0.92% Reduce -4.7% 23,581 $3.6M
First Financial Bank - Trust Division 0.33% Reduce -3.4% 23,580 $3.6M
TruWealth Advisors, LLC 0.22% Add +1.0% 23,531 $3.6M
Oliver Lagore Vanvalin Investment Group 0.97% Add +202.0% 23,439 $3.6M
Principal Securities, Inc. 0.09% Add +0.6% 23,357 $3.6M
Tiaa Trust, National Association 0.01% Reduce -1.2% 23,076 $3.6M
Level Four Advisory Services, LLC 0.15% Reduce -3.4% 23,941 $3.5M
AMG National Trust Bank 0.10% Reduce -29.1% 22,818 $3.5M
Herbst Group, LLC 2.17% Add +0.8% 22,740 $3.5M
Wedbush Securities Inc. 0.13% Reduce -40.5% 22,711 $3.5M
Synovus Financial Corp. 0.04% Add +35.0% 22,711 $3.5M
Laidlaw Wealth Management LLC 1.72% Reduce -1.3% 22,638 $3.5M
Nwam LLC 0.21% New 22,616 $3.5M
JFS Wealth Advisors, LLC 0.23% Add +2.8% 22,579 $3.5M
Financial Enhancement Group LLC 0.68% New 26,562 $3.5M
Lake Hills Wealth Management, LLC 2.32% Reduce -3.6% 22,536 $3.5M
Certuity, LLC 0.37% Reduce -10.3% 22,449 $3.5M
New England Capital Financial Advisors LLC 1.79% Add +1.1% 22,379 $3.4M
Certified Advisory Corp 0.38% Add +0.3% 22,307 $3.4M
EPG Wealth Management LLC 0.87% Add +0.0% 22,300 $3.4M
Belpointe Asset Management LLC 0.20% Add +26.1% 22,135 $3.4M
Vaughan David Investments LLC 0.08% Add +5.0% 22,015 $3.4M
MontVue Capital Management, Inc. 2.60% Reduce -1.0% 21,951 $3.4M
Nelson Capital Management, LLC 0.57% Add +9.4% 21,926 $3.4M
Circle Wealth Management, LLC 0.07% Add +12.6% 21,914 $3.4M
WASHINGTON TRUST Co 0.12% Reduce -2.6% 21,689 $3.3M
Westside Investment Management, Inc. 0.71% Add +6.9% 21,675 $3.3M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 8.95% No change 21,608 $3.3M
NewEdge Wealth, LLC 0.06% Reduce -67.9% 21,555 $3.3M
IFP Advisors, Inc 0.12% Add +9.9% 21,507 $3.3M
Smith Thornton Advisors LLC 2.17% Add +0.5% 21,497 $3.3M
Joseph P. Lucia & Associates, LLC 1.52% Add +0.7% 21,363 $3.3M
Badgley Phelps Wealth Managers, LLC 0.08% Reduce -1.9% 21,307 $3.3M
Moloney Securities Asset Management, LLC 0.44% Add +2.1% 21,245 $3.3M
Bank of Marin 2.62% Reduce -0.3% 21,091 $3.2M
MTM Investment Management, LLC 1.26% Add +0.3% 21,370 $3.2M
Principle Wealth Partners LLC 0.23% Add +0.0% 20,963 $3.2M
Providence First Trust Co 1.36% Reduce -0.0% 20,861 $3.2M
First National Bank of Hutchinson 2.08% No change 20,845 $3.2M
HB Wealth Management, LLC 0.03% Add +3.4% 20,663 $3.2M
Capitol Family Office, Inc. 3.94% Add +3.3% 20,656 $3.2M
Sequoia Financial Advisors, LLC 0.03% Add +11.0% 20,641 $3.2M
Strategy Asset Managers LLC 0.61% Add +14.5% 20,598 $3.2M
Dodds Wealth, LLC 1.05% Add +4.6% 20,648 $3.2M
Salem Investment Counselors Inc. 0.09% No change 20,336 $3.1M
Apexium Financial, LP 0.21% Add +0.5% 20,334 $3.1M
Verus Capital Partners, LLC 0.31% Add +1.4% 20,327 $3.1M
Magnolia Capital Management Ltd. 2.48% Reduce -1.9% 20,249 $3.1M
Bartlett & Co. Wealth Management LLC 0.04% Add +1.4% 20,131 $3.1M
Regal Investment Advisors LLC 0.22% Add +2.6% 20,129 $3.1M
Richard W. Paul & Associates, LLC 1.11% Reduce -3.7% 20,129 $3.1M
Whittier Trust Co. of Nevada Inc. 0.08% Add +686.4% 20,117 $3.1M
Money Concepts Capital Corp. 0.23% Add +11.8% 19,857 $3.1M
CIBC Private Wealth Group LLC 0.01% Reduce -7.6% 19,847 $3.1M
Nations Financial Group Inc, /Ia/ 0.22% Reduce -1.0% 19,813 $3.1M
Johnson Investment Counsel Inc. 0.03% Add +4.4% 19,786 $3.0M
ABLE Financial Group, LLC 0.93% Add +1254.2% 19,636 $3.0M
Edgestream Partners, L.P. 0.13% Reduce -30.4% 19,609 $3.0M
Chesapeake Wealth Management 1.02% Reduce -8.5% 19,490 $3.0M
Cresta Advisors, Ltd. 1.57% Add +0.1% 19,488 $3.0M
Donald L. Hagan, LLC 1.53% Add +6.7% 19,480 $3.0M
Zullo Investment Group, Inc. 1.24% Add +1.3% 19,446 $3.0M
IronBridge Private Wealth, LLC 1.12% New 19,418 $3.0M
Interactive Financial Advisors, Inc. 1.53% Reduce -1.1% 19,338 $3.0M
Grassi Investment Management 0.26% Reduce -0.6% 19,328 $3.0M
HBW Advisory Services LLC 0.43% Add +21.7% 19,310 $3.0M
Clear Creek Financial Management, LLC 0.33% Reduce -9.8% 18,938 $2.9M
Mma Asset Management LLC 0.77% Add +134.1% 21,468 $2.9M
Knollwood Investment Advisory, LLC 0.31% No change 18,830 $2.9M
Stonebridge Financial Planning Group, LLC 1.38% Add +0.4% 18,823 $2.9M
Everstar Asset Management, LLC 1.98% — 18,789 $2.9M
Kovack Advisors, Inc. 0.31% Add +11.3% 18,746 $2.9M
Elevated Capital Advisors, LLC 0.77% Add +2.2% 18,729 $2.9M
Meridian Investment Counsel Inc. 0.87% No change 18,640 $2.9M
Sandy Spring Bank 0.12% Reduce -0.8% 18,499 $2.8M
FIL Ltd 0.00% Reduce -2.3% 18,492 $2.8M
Boltwood Capital Management 0.84% Reduce -5.2% 18,322 $2.8M
Sfmg, LLC 0.23% Reduce -2.9% 18,299 $2.8M
Two Sigma Securities, LLC 0.22% Add +200.1% 18,282 $2.8M
Jacobi Capital Management LLC 0.21% Add +11.8% 18,172 $2.8M
Marion Wealth Management 0.75% Add +4.5% 18,144 $2.8M
Wealth Quarterback LLC 1.44% Add +2.4% 17,934 $2.8M
Sierra Capital LLC 0.33% No change 17,911 $2.8M
Weatherly Asset Management L. P. 0.24% Reduce -0.4% 17,887 $2.8M
Amarillo National Bank 0.50% No change 17,787 $2.7M
Visionary Wealth Advisors 0.17% Reduce -2.6% 17,724 $2.7M
Perbak Capital Partners LLP 1.91% Reduce -80.3% 17,700 $2.7M
Householder Group Estate & Retirement Specialist, LLC 0.78% Reduce -4.0% 17,413 $2.7M
Berger Financial Group, Inc 0.19% Reduce -3.4% 17,339 $2.7M
Alliancebernstein L.P. 0.00% Add +91.8% 17,307 $2.7M
One Day In July LLC 0.30% Add +1.0% 17,268 $2.7M
Ellis Investment Partners, LLC 0.52% Reduce -2.8% 17,211 $2.7M
Envision Financial Planning, LLC 1.39% Add +4.9% 17,084 $2.6M
GenTrust, LLC 0.13% New 16,997 $2.6M
New Wave Wealth Advisors LLC 1.20% Reduce -12.1% 16,852 $2.6M
Heritage Oak Wealth Advisors LLC 1.20% New 16,852 $2.6M
Cabana LLC 14.39% Reduce -22.4% 16,773 $2.6M
Avalon Trust Co 0.19% No change 16,693 $2.6M
Mackenzie Financial Corp. 0.00% Add +56.5% 16,610 $2.6M
RiverGlades Family Offices LLC 1.83% Add +3.9% 16,586 $2.6M
Koshinski Asset Management, Inc. 0.22% Reduce -1.4% 16,527 $2.5M
Rehmann Capital Advisory Group 0.17% Add +7.8% 16,488 $2.5M
Proffitt & Goodson Inc. 0.41% Reduce -2.4% 16,429 $2.5M
Massachusetts Wealth Management 1.59% Add +9.2% 16,423 $2.5M
Private Portfolio Partners LLC 0.47% Add +10.9% 16,385 $2.5M
Calton & Associates, Inc. 0.96% Add +23.8% 16,326 $2.5M
Silver Oak Securities, Incorporated 0.26% Add +55.7% 16,355 $2.5M
CreativeOne Wealth, LLC 0.08% Add +92.1% 16,188 $2.5M
Windsor Capital Management, LLC 0.72% Reduce -0.7% 16,175 $2.5M
U.S. Capital Wealth Advisors, LLC 0.09% Reduce -5.3% 16,105 $2.5M
Butensky & Cohen Financial Security, Inc. 0.73% Reduce -1.4% 16,024 $2.5M
Fagan Associates, Inc. 0.41% Reduce -1.5% 16,021 $2.5M
McGuire Investment Group, LLC 0.35% Add +1.7% 15,973 $2.5M
Access Financial Services, Inc. 1.13% Reduce -0.4% 15,924 $2.5M
Kanawha Capital Management LLC 0.18% Reduce -1.4% 15,853 $2.4M
Ieq Capital, LLC 0.03% Reduce -4.7% 15,809 $2.4M
WealthPLAN Partners, LLC 0.33% Add +3.1% 15,778 $2.4M
Crestwood Advisors Group, LLC 0.05% Add +1.7% 15,776 $2.4M
Montecito Bank & Trust 0.41% Reduce -4.1% 15,755 $2.4M
Capital Investment Counsel, Inc 0.35% Reduce -2.4% 15,653 $2.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +29.8% 15,649 $2.4M
Realta Investment Advisors 1.11% Reduce -24.5% 15,542 $2.4M
Performance Wealth Partners, LLC 0.08% Add +1.7% 15,538 $2.4M
Wilson & Boucher Capital Management, LLC 1.64% Add +13.2% 15,439 $2.4M
Intrepid Financial Planning Group LLC 1.02% Reduce -5.3% 15,437 $2.4M
World Investment Advisors 0.07% Add +2.8% 15,417 $2.4M
Snowden Capital Advisors LLC 0.07% Add +0.5% 15,334 $2.4M
MBA Advisors LLC 1.13% Add +0.3% 15,288 $2.4M
Colonial River Investments, LLC 1.16% Reduce -4.1% 15,242 $2.3M
Apollon Wealth Management, LLC 0.07% Add +2.8% 15,234 $2.3M
Avitas Wealth Management LLC 0.33% Reduce -9.8% 15,222 $2.3M
Atlanta Consulting Group Advisors, LLC 0.58% Add +358.6% 15,144 $2.3M
Macquarie Group Ltd. 0.00% Reduce -81.1% 15,015 $2.3M
Independent Order of Foresters 1.34% No change 15,015 $2.3M
Colony Family Offices, LLC 0.72% Add +0.3% 15,002 $2.3M
SPX Gestao de Recursos Ltda 0.31% New 15,000 $2.3M
Perennial Investment Advisors, LLC 0.30% Add +24.2% 14,976 $2.3M
ARS Investment Partners, LLC 0.21% Add +12.5% 14,902 $2.3M
Sand Hill Global Advisors, LLC 0.10% No change 14,843 $2.3M
SMART Wealth LLC 0.90% Add +19.9% 14,843 $2.3M
Mgo One Seven LLC 0.10% Add +1.9% 14,841 $2.3M
Strategic Blueprint, LLC 0.14% Reduce -0.9% 14,766 $2.3M
Clarus Wealth Advisors 1.15% Add +0.6% 14,992 $2.3M
Activest Wealth Management 0.70% Reduce -1.6% 14,668 $2.3M
Soltis Investment Advisors LLC 0.22% Reduce -19.3% 14,558 $2.2M
Insigneo Advisory Services, LLC 0.22% Add +11.9% 14,437 $2.2M
Cambridge Associates LLC /Ma/ 0.08% New 14,400 $2.2M
Farmers & Merchants Trust Co of Chambersburg PA 0.85% Reduce -16.2% 14,381 $2.2M
Theory Financial LLC 0.98% Reduce -17.3% 15,065 $2.2M
Creative Financial Designs Inc. 0.19% Add +6.3% 14,362 $2.2M
Citizens Financial Group Inc. 0.04% Add +3.9% 14,205 $2.2M
CX Institutional 0.10% Reduce -55.6% 14,155 $2.2M
Flow Traders U.S. LLC 0.11% New 14,151 $2.2M
Pinnacle Wealth Management Group, Inc. 1.37% New 14,097 $2.2M
Journey Strategic Wealth LLC 0.08% Add +17.7% 14,073 $2.2M
Bryn Mawr Trust Advisors, LLC 0.12% Add +4.4% 13,975 $2.2M
Jackson Hole Capital Partners, LLC 0.45% Reduce -4.8% 13,947 $2.1M
American Institute for Advanced Investment Management, LLP 1.52% Add +1.5% 13,798 $2.1M
Peterson Wealth Management 1.36% Add +19.0% 13,792 $2.1M
Caprock Group, LLC 0.08% Reduce -1.1% 13,747 $2.1M
Concentrum Wealth Management 0.82% Reduce -2.5% 13,731 $2.1M
Cypress Capital Group 0.24% Add +1.3% 13,712 $2.1M
Tsfg, LLC 0.46% Add +0.8% 13,677 $2.1M
Pine Valley Investments Ltd Liability Co 0.14% Reduce -3.8% 13,607 $2.1M
Apollon Financial, LLC 0.61% Add +7.5% 13,449 $2.1M
9258 Wealth Management, LLC 0.30% Reduce -11.3% 13,395 $2.1M
Encompass More Asset Management 0.79% Add +14.8% 13,385 $2.1M
Regions Financial Corp. 0.01% Reduce -0.9% 13,342 $2.1M
Highland Capital Management, LLC 0.12% Add +0.7% 13,302 $2.0M
Quattro Financial Advisors LLC 0.57% No change 13,186 $2.0M
Point72 Asset Management 0.01% New 13,184 $2.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 13,110 $2.0M
First Bancorp, Inc 1.40% No change 13,060 $2.0M
Moneco Advisors, LLC 0.25% Add +5.4% 12,986 $2.0M
WESPAC Advisors, LLC 1.47% Reduce -13.6% 12,893 $2.0M
Dai-ichi Life Holdings, Inc. 2.32% New 12,900 $2.0M
Crew Capital Management, Ltd 1.58% Reduce -8.4% 12,783 $2.0M
Crumly & Associates Inc. 0.54% Reduce -6.3% 12,756 $2.0M
Brown Advisory Inc. 0.00% Reduce -2.9% 12,686 $2.0M
Evoke Wealth, LLC 0.05% New 12,681 $2.0M
Baker Avenue Asset Management, LP 0.06% Reduce -6.2% 12,676 $2.0M
O'shaughnessy Asset Management, LLC 0.02% Add +7.8% 12,601 $1.9M
St. Johns Investment Management Company, LLC 0.92% Reduce -20.0% 12,648 $1.9M
Colton Groome Financial Advisors, LLC 0.72% Reduce -4.6% 12,558 $1.9M
1834 Investment Advisors Co. 0.22% Reduce -10.3% 12,506 $1.9M
CWC Advisors, LLC. 1.90% — 12,506 $1.9M
Advocacy Wealth Management, LLC 0.15% Reduce -13.3% 12,492 $1.9M
Manhattan West Asset Management, LLC 0.50% Reduce -1.9% 12,474 $1.9M
Latitude Advisors, LLC 1.09% New 12,459 $1.9M
WealthBridge Capital Management, LLC 0.55% Reduce -2.3% 12,429 $1.9M
ProVise Management Group, LLC 0.15% Add +0.1% 12,417 $1.9M
AlphaQ Advisors LLC 5.33% Reduce -2.1% 12,397 $1.9M
M3 Advisory Group, LLC 1.39% Add +3.6% 12,308 $1.9M
GPS Wealth Strategies Group, LLC 0.25% Reduce -7.7% 12,275 $1.9M
Fernwood Investment Management, LLC 0.62% Reduce -0.7% 12,233 $1.9M
Legacy Financial Strategies, LLC 0.42% Reduce -85.3% 12,225 $1.9M
Ashton Thomas Securities, LLC 0.36% Reduce -4.2% 12,151 $1.9M
Pettinga Financial Advisors LLC 0.44% Reduce -29.1% 12,119 $1.9M
Avior Wealth Management, LLC 0.07% Add +13.4% 12,062 $1.9M
WP Advisors, LLC 0.68% Reduce -12.4% 12,050 $1.9M
OneDigital Investment Advisors LLC 0.02% Add +3.3% 12,029 $1.9M
Okabena Investment Services Inc. 0.52% No change 11,982 $1.8M
Tyler-Stone Wealth Management 0.34% Add +118.7% 11,862 $1.8M
Future Financial Wealth Managment LLC 1.30% Add +5.3% 11,851 $1.8M
RMR Wealth Builders 0.19% Add +0.2% 11,830 $1.8M
AE Wealth Management LLC 0.02% Add +5.1% 11,801 $1.8M
Family Asset Management, LLC 1.09% Add +17.2% 11,789 $1.8M
Vantage Financial Partners, LLC 0.45% Add +52.0% 11,782 $1.8M
Sage Capital Management, LLC 0.87% Add +18.8% 11,732 $1.8M
Purus Wealth Management, LLC 0.76% Add +0.2% 11,698 $1.8M
Chemistry Wealth Management LLC 0.43% Add +2.5% 11,620 $1.8M
Claro Advisors Inc. 0.23% Add +17.2% 11,598 $1.8M
Glass Jacobson Investment Advisors llc 0.59% Reduce -1.6% 11,516 $1.8M
MA Private Wealth 0.33% Reduce -4.3% 11,473 $1.8M
Symmetry Investments LP 0.37% Reduce -46.8% 11,443 $1.8M
Spirepoint Private Client, LLC 0.23% Reduce -0.0% 11,440 $1.8M
V2 Financial group LLC 1.13% Add +0.9% 11,351 $1.7M
Vontobel Holding Ltd. 0.01% Add +58.2% 11,319 $1.7M
Capstone Investment Advisors, LLC 0.06% Add +1066.3% 11,313 $1.7M
Ranch Capital Advisors Inc. 0.82% Add +20.0% 11,303 $1.7M
Roberts Wealth Advisors, LLC 0.56% Reduce -2.5% 11,464 $1.7M
Waldron Private Wealth LLC 0.07% Reduce -2.3% 11,230 $1.7M
Advisory Resource Group 0.37% Add +2.2% 11,214 $1.7M
Glenview Trust Co 0.03% Reduce -13.4% 11,126 $1.7M
Private Trust Co. NA 0.17% Add +14.3% 11,086 $1.7M
Townsquare Capital LLC 0.02% Reduce -5.7% 11,048 $1.7M
Neuberger Berman Group LLC 0.00% Add +5.6% 11,033 $1.7M
RPg Family Wealth Advisory, LLC 0.55% Add +9.4% 11,023 $1.7M
Game Plan Financial Advisors, LLC 0.90% Reduce -1.1% 11,014 $1.7M
Paragon Capital Management Inc. 1.24% Reduce -2.9% 10,959 $1.7M
Fisher Asset Management 0.00% Reduce -18.2% 10,779 $1.7M
Clearstead Trust, LLC 0.40% New 10,752 $1.7M
Marcum Wealth, LLC 0.15% Reduce -10.7% 10,688 $1.6M
Atticus Wealth Management, LLC 0.52% Add +0.3% 10,588 $1.6M
Redwood Financial Network Corp 1.27% Add +15.6% 10,565 $1.6M
Horizon Financial Services, LLC 0.96% Reduce -14.9% 10,506 $1.6M
Choreo, LLC 0.02% Reduce -1.6% 10,448 $1.6M
Diligent Investors, LLC 0.37% Reduce -6.8% 10,357 $1.6M
McAdam, LLC 0.09% Reduce -3.0% 10,288 $1.6M
LMCG Investments, LLC 0.10% Add +2.7% 10,277 $1.6M
Objective Capital Management, LLC 0.93% — 10,269 $1.6M
Bricktown Capital, LLC 0.29% No change 10,256 $1.6M
Hudock, Inc. 0.27% Reduce -1.0% 10,225 $1.6M
Smith, Moore & Co. 0.15% Add +7.4% 10,151 $1.6M
Lodestar Private Asset Management LLC 0.20% Add +0.6% 10,115 $1.6M
Thomasville National Bank 0.12% No change 10,110 $1.6M
Simplicity Wealth,LLC 0.14% Reduce -76.4% 10,096 $1.6M
Cranbrook Wealth Management, LLC 0.35% Reduce -1.6% 10,092 $1.6M
Selway Asset Management 0.61% New 10,090 $1.6M
Plimoth Trust Co. LLC 0.39% Reduce -3.1% 10,075 $1.6M
Fore Capital, LLC 6.68% New 10,000 $1.5M
Wellington Management Group LLP 0.00% New 10,000 $1.5M
GYL Financial Synergies, LLC 0.12% Add +2.4% 9,992 $1.5M
AdvisorShares Investments LLC 0.29% Reduce -64.6% 9,978 $1.5M
Palumbo Wealth Management LLC 0.60% Add +0.0% 9,948 $1.5M
Absolute Capital Management, LLC 0.90% Reduce -3.3% 9,872 $1.5M
Whittier Trust Co. 0.02% Reduce -6.5% 9,832 $1.5M
Moneta Group Investment Advisors LLC 0.02% Reduce -3.7% 9,813 $1.5M
Cypress Capital Management LLC (WY) 1.63% Reduce -7.9% 9,782 $1.5M
Trifecta Capital Advisors, LLC 0.31% Reduce -3.0% 9,717 $1.5M
Hillcrest Wealth Advisors - NY, LLC 0.75% No change 9,700 $1.5M
PFG Investments, LLC 0.10% Add +13.0% 9,697 $1.5M
Zimmermann Investment Management & Planning LLC 0.45% Add +1.0% 9,594 $1.5M
Legacy Advisors, LLC 0.16% Add +12.1% 9,579 $1.5M
Primoris Wealth Advisors, LLC 1.07% Reduce -7.6% 9,561 $1.5M
Birchbrook, Inc. 0.81% Add +2092.9% 9,539 $1.5M
Per Stirling Capital Management, LLC. 0.20% New 9,523 $1.5M
Acima Private Wealth, LLC 0.49% No change 9,515 $1.5M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +29.1% 9,550 $1.5M
DRW Securities, LLC 0.08% Reduce -86.9% 9,483 $1.5M
Oxinas Partners, LLC 0.89% Reduce -7.0% 9,436 $1.5M
Cornerstone Wealth Management, LLC 0.10% Add +7.4% 9,377 $1.4M
Marco Investment Management LLC 0.12% Add +34.3% 9,344 $1.4M
CMG Global Holdings, LLC 0.81% Add +0.5% 9,285 $1.4M
Consolidated Portfolio Review Corp 0.32% Reduce -3.2% 9,281 $1.4M
Smith Salley Wealth Management 0.09% No change 9,209 $1.4M
Birinyi Associates Inc. 0.41% Add +0.0% 9,208 $1.4M
Central Bank & Trust Co. 0.20% Reduce -0.5% 9,205 $1.4M
Advisors Management Group Inc. 0.33% Add +5.5% 9,190 $1.4M
Tidemark, LLC 0.58% Reduce -4.0% 9,131 $1.4M
Capital Management Associates 1.56% No change 9,099 $1.4M
Greenwood Capital Associates LLC 0.18% Reduce -4.8% 9,095 $1.4M
Arrow Financial Corp 0.13% Reduce -2.1% 9,085 $1.4M
Cornerstone National Bank & Trust Co 0.63% New 9,081 $1.4M
Abbot Financial Management, Inc. 0.70% No change 9,070 $1.4M
Schorn Wealth LLC 0.47% Add +5.2% 9,045 $1.4M
Walleye Capital LLC 0.02% Add +349.4% 9,042 $1.4M
Ingalls & Snyder LLC 0.05% Add +0.3% 9,024 $1.4M
Parallel Advisors, LLC 0.03% Add +5.9% 9,011 $1.4M
Bright Futures Wealth Management, LLC. 0.67% Add +9.3% 9,366 $1.4M
Schmidt P J Investment Management Inc. 0.24% Reduce -15.4% 8,897 $1.4M
Florida Financial Advisors, LLC 0.70% Reduce -5.9% 8,841 $1.4M
Point Windward Advisors Inc. 0.51% Add +4.0% 8,813 $1.4M
NBT Bank, N.A. 0.09% Reduce -0.4% 8,807 $1.4M
Curated Wealth Partners LLC 0.17% No change 8,760 $1.3M
Chatham Capital Group, Inc. 0.22% No change 8,740 $1.3M
Fulcrum Capital LLC 0.29% No change 8,700 $1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.20% Reduce -6.3% 8,641 $1.3M
FRG Family Wealth Advisors LLC 0.24% Reduce -7.0% 8,637 $1.3M
Lindbrook Capital, LLC 0.12% Reduce -16.9% 8,572 $1.3M
Ascent Group, LLC 0.10% Add +7.7% 8,566 $1.3M
Roman Butler Fullerton & Co. 0.40% Reduce -14.8% 8,581 $1.3M
City Center Advisors, LLC 1.45% Add +21.0% 8,482 $1.3M
Keel Point, LLC 0.11% Add +4.3% 8,445 $1.3M
Bristlecone Advisors, LLC 0.10% No change 8,425 $1.3M
Camelot Technology Advisors, Inc. 1.15% Reduce -4.7% 8,423 $1.3M
Clearstead Advisors, LLC 0.02% Add +20.2% 8,401 $1.3M
Alta Wealth Advisors LLC 0.59% Add +218.0% 8,388 $1.3M
SOL Capital Management CO 0.14% No change 8,364 $1.3M
Lazard Asset Management LLC 0.00% No change 8,295 $1.3M
First National Trust Co 0.05% Add +0.8% 8,275 $1.3M
One River Asset Management, LLC 1.43% Add +719.2% 8,315 $1.3M
Good Life Advisors, LLC 0.08% Add +12.8% 8,228 $1.3M
Wealthgarden F.S. LLC 1.23% Add +13.8% 8,211 $1.3M
LCNB Corp. 0.44% No change 8,130 $1.3M
LBMC Investment Advisors, LLC 0.10% No change 8,122 $1.3M
Wesbanco Bank Inc. 0.04% Add +6.6% 8,061 $1.2M
Moors & Cabot, Inc. 0.06% Reduce -7.1% 8,035 $1.2M
First International Bank & Trust 0.40% No change 8,025 $1.2M
Narus Financial Partners, LLC 0.44% Add +4.6% 8,007 $1.2M
Lodge Hill Capital, LLC 0.38% Add +128.6% 8,000 $1.2M
Worth Asset Management, LLC 0.67% Reduce -32.1% 7,988 $1.2M
Advisor Resource Council 0.55% New 7,918 $1.2M
Fulcrum Equity Management 1.03% Add +184.9% 7,894 $1.2M
Phillips Wealth Planners LLC 1.16% Reduce -15.1% 7,916 $1.2M
Interchange Capital Partners, LLC 0.43% Reduce -8.2% 7,842 $1.2M
Pacific Wealth Strategies Group, Inc. 0.90% Add +321.9% 7,830 $1.2M
Bailard, Inc. 0.03% No change 7,810 $1.2M
Key Client Fiduciary Advisors, LLC 0.54% Add +59.9% 7,754 $1.2M
Transform Wealth, LLC 0.08% Reduce -0.3% 7,741 $1.2M
Prospect Financial Services LLC 0.74% Add +28.4% 7,737 $1.2M
First Trust Direct Indexing L.P. 0.06% Add +5.7% 7,737 $1.2M
Nicholas Investment Partners, LP 0.12% New 7,729 $1.2M
FineMark National Bank & Trust 0.04% Reduce -9.8% 7,727 $1.2M
Rovin Capital /Ut/ 0.44% Reduce -16.1% 7,726 $1.2M
Welch Group, LLC 0.05% Reduce -13.0% 7,712 $1.2M
Brighton Jones LLC 0.04% Reduce -22.5% 7,682 $1.2M
Exencial Wealth Advisors, LLC 0.04% Reduce -5.1% 7,640 $1.2M
Bridge Advisory, LLC 0.56% Reduce -0.2% 7,609 $1.2M
Randall & Associates Wealth Management 0.96% Add +1.9% 7,594 $1.2M
Aptus Capital Advisors, LLC 0.02% Reduce -13.1% 7,591 $1.2M
Lokken Investment Group LLC 0.48% Add +1.8% 7,549 $1.2M
Occidental Asset Management, LLC 0.19% Add +23.7% 7,508 $1.2M
Lanark Financial, Inc. 0.10% Add +7.8% 7,506 $1.2M
Heartwood Wealth Advisors LLC 0.13% Add +0.1% 7,467 $1.2M
Compound Planning, Inc. 0.07% Reduce -0.7% 7,463 $1.1M
Forum Financial Management, LP 0.02% Add +0.3% 7,437 $1.1M
Aberdeen Wealth Management LLC 0.75% No change 7,396 $1.1M
Ledyard National Bank 0.10% Reduce -0.8% 7,349 $1.1M
Davis R M Inc. 0.02% Reduce -1.3% 7,347 $1.1M
Rwa Wealth Partners, LLC 0.01% Reduce -6.9% 7,341 $1.1M
Jane Street Group, LLC 0.00% Reduce -94.4% 7,309 $1.1M
Lake Street Private Wealth, LLC 0.18% Reduce -17.4% 7,308 $1.1M
Narwhal Capital Management 0.10% Reduce -10.3% 7,255 $1.1M
Gallagher Fiduciary Advisors, LLC 0.23% Reduce -22.9% 7,233 $1.1M
Pinnacle Financial Partners Inc 0.02% Reduce -9.9% 7,214 $1.1M
Hollencrest Capital Management 0.05% Reduce -5.3% 7,176 $1.1M
Blue Chip Partners, LLC 0.10% Reduce -1.4% 7,154 $1.1M
Keystone Financial Group 0.14% New 7,118 $1.1M
Beaumont Financial Advisors, LLC 0.09% Add +12.4% 7,116 $1.1M
Global Financial Private Client, LLC 0.43% Add +31.1% 7,086 $1.1M
Fidelis Capital Partners, LLC 0.13% Add +2.6% 7,173 $1.1M
Debussy Capital Management LP 0.31% Add +117.9% 6,985 $1.1M
Headlands Technologies LLC 0.12% New 6,974 $1.1M
Inscription Capital, LLC 0.16% Reduce -5.4% 6,911 $1.1M
Midwest Financial Group LLC 0.62% Reduce -9.7% 6,889 $1.1M
Kingswood Wealth Advisors, LLC 0.08% Add +24.4% 6,893 $1.1M
Tradition Wealth Management, LLC 0.09% Add +0.0% 6,817 $1.0M
Roble, Belko & Company, Inc 0.17% Reduce -2.1% 6,810 $1.0M
Channel Wealth LLC 0.34% Add +5.8% 6,783 $1.0M
Altfest L J & Co. Inc. 0.14% Add +5.2% 6,773 $1.0M
Ally Invest Advisors Inc. 0.09% Reduce -15.8% 6,764 $1.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.09% Reduce -31.6% 6,668 $1.0M
L.M. Kohn & Company 0.26% Add +2.3% 6,668 $1.0M
Moody LYNN Lieberson & Walker, LLC 0.06% Add +12.6% 6,658 $1.0M
Saiph Capital, LLC 0.48% Reduce -3.3% 6,656 $1.0M
LVM Capital Management Ltd. 0.12% No change 6,985 $1.0M
Grant/GrossMendelsohn, LLC 0.43% Add +2.2% 6,561 $1.0M
Geneos Wealth Management Inc. 0.04% Reduce -3.5% 6,528 $1.0M
Rational Advisors, Inc. 0.10% New 6,514 $1.0M
Pacific Center for Financial Services 0.26% Add +0.0% 6,504 $1.0M
Rockland Trust Co. 0.05% Reduce -26.4% 6,471 $997K
Wealthspire Retirement, LLC 0.08% Add +59.7% 6,465 $996K
Mission Creek Capital Partners, Inc. 0.23% Add +0.2% 6,466 $996K
Bokf, NA 0.02% Add +55.1% 6,541 $991K
Cape Investment Advisory, Inc. 0.40% Add +1.7% 6,415 $988K
Avestar Capital, LLC 0.11% Reduce -0.9% 6,409 $987K
Valeo Financial Advisors, LLC 0.03% Add +5.7% 6,392 $985K
Freestone Capital Holdings, LLC 0.03% Add +5.6% 6,381 $983K
Crewe Advisors LLC 0.11% Add +62.4% 6,377 $982K
Castleview Partners, LLC 0.56% Add +63.3% 6,297 $970K
NorthRock Partners, LLC 0.03% Reduce -30.5% 6,264 $965K
Carolinas Wealth Consulting LLC 0.17% Add +0.1% 6,249 $962K
Lynx Investment Advisory 0.69% Add +6.8% 6,247 $962K
Hancock Whitney Corp. 0.03% Reduce -0.8% 6,246 $962K
E&G Advisors, LLC 0.27% No change 6,217 $958K
Ballentine Partners, LLC 0.02% Add +1.4% 6,216 $957K
Dearborn Partners LLC 0.04% Add +16.2% 6,172 $951K
Berkeley Capital Partners, LLC 0.27% Add +19.3% 6,155 $948K
Strategic Advisors LLC 0.18% Reduce -35.4% 6,105 $940K
Personal Cfo Solutions, LLC 0.13% Add +8.1% 6,102 $940K
Eastern Bank 0.02% Add +43.4% 6,069 $935K
Venture Visionary Partners LLC 0.04% Reduce -6.1% 6,046 $932K
UNIVEST FINANCIAL Corp 0.06% New 6,045 $931K
Laurel Wealth Advisors LLC 0.15% No change 6,001 $924K
Condor Capital Management 0.08% Reduce -2.4% 5,975 $920K
Whalerock Point Partners, LLC 0.23% No change 5,933 $914K
VCI Wealth Management LLC 0.41% Reduce -55.4% 5,909 $910K
Schonfeld Strategic Advisors LLC 0.01% Reduce -89.6% 5,903 $909K
CTC Alternative Strategies, Ltd. 1.14% New 5,900 $909K
Signal Advisors Wealth, LLC 0.13% New 5,874 $905K
Aries Wealth Management 0.25% Reduce -1.8% 5,821 $897K
O'ROURKE & COMPANY, Inc 0.45% Reduce -3.0% 5,817 $896K
Morton Community Bank 0.23% Add +10.0% 5,813 $895K
GM Advisory Group, LLC 0.05% Reduce -95.2% 5,803 $894K
Talisman Wealth Advisors LLC 0.94% Reduce -0.1% 5,819 $891K
First Citizens Bank & Trust Co. 0.02% Add +1.6% 5,747 $885K
Burke & Herbert Bank & Trust Co. 0.21% Add +15.4% 5,735 $883K
Country Club Bank 0.06% Reduce -0.8% 5,767 $882K
Matthew Goff Investment Advisor, LLC 0.17% Add +9.2% 5,728 $882K
Cladis Investment Advisory, LLC 0.61% Add +18.7% 5,710 $879K
QRG Capital Management, Inc. 0.01% Add +27.7% 5,706 $879K
Cassaday & Co Wealth Management LLC 0.02% Reduce -2.4% 5,694 $877K
Stonebrook Private Inc. 0.23% Add +23.6% 5,680 $875K
Pitcairn Co. 0.05% Add +54.4% 5,675 $874K
Harbor Investment Advisory, LLC 0.09% Reduce -0.5% 5,665 $872K
Quadrant Private Wealth Management, LLC 0.21% Add +0.2% 5,624 $866K
MKT Advisors LLC 0.40% Add +4.2% 5,644 $863K
Voya Financial Advisors, Inc. 0.09% Reduce -3.8% 5,634 $862K
Watts Gwilliam & Co., LLC 0.19% — 5,668 $860K
Waterway Wealth Management, LLC 0.37% Add +5.8% 5,583 $860K
Strategic Financial Partners, Ltd. 0.44% Add +19.4% 5,578 $859K
Breed's Hill Capital LLC 0.70% No change 5,542 $854K
Pettyjohn, Wood & White, Inc. 0.16% Reduce -2.2% 5,520 $850K
Foguth Wealth Management, LLC. 0.31% Reduce -3.6% 5,599 $850K
Insight Wealth Partners, LLC 0.52% Add +97.5% 5,506 $848K
Navellier & Associates Inc. 0.11% Reduce -21.8% 5,495 $846K
NTV Asset Management LLC 0.11% Reduce -2.4% 5,495 $846K
Sonoma Private Wealth LLC 1.31% Add +3.4% 5,465 $842K
Investment Advisory Services Inc. /TX 0.30% Add +4.4% 5,460 $841K
Shum Financial Group, Inc. 0.70% — 5,675 $839K
Navis Wealth Advisors, LLC 0.91% Add +0.4% 5,441 $838K
Lansing Street Advisors 0.31% Reduce -0.1% 5,431 $836K
Segment Wealth Management, LLC 0.06% No change 5,429 $836K
JTC Employer Solutions Trustee Ltd 0.05% No change 5,400 $832K
Sage Capital Advisors,llc 0.22% Reduce -1.8% 5,400 $832K
Cullen/Frost Bankers, Inc. 0.01% Add +0.5% 5,314 $818K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -6.1% 4,471 $816K
Franklin Resources Inc. 0.00% Reduce -16.7% 5,247 $812K
EverSource Wealth Advisors, LLC 0.05% Add +7.7% 5,229 $805K
CENTRAL TRUST Co 0.02% Reduce -1.9% 5,224 $805K
Axecap Investments, LLC 0.61% — 5,217 $804K
Stock Yards Bank & Trust Co. 0.03% Reduce -23.6% 5,213 $803K
Waterloo Capital, L.P. 0.09% Reduce -1.3% 5,199 $801K
Allie Family Office LLC 0.43% No change 5,197 $800K
DLK Investment Management, LLC 0.31% Reduce -1.2% 5,196 $800K
West Coast Financial LLC 0.09% Add +11.1% 5,176 $797K
Insight Advisors, LLC/ PA 0.14% Add +0.7% 5,171 $797K
Contravisory Investment Management, Inc. 0.17% Reduce -1.7% 5,166 $796K
Mosley Wealth Management 0.54% New 5,257 $796K
Foster Dykema Cabot & Partners, LLC 0.07% No change 5,160 $795K
Alpine Global Management, LLC 0.20% Add +171.5% 5,145 $792K
Heritage Wealth Advisors 0.04% No change 5,124 $789K
Comprehensive Wealth Management, LLC 0.51% Add +5.1% 5,110 $787K
Argent Trust Co 0.03% Add +3.6% 5,101 $786K
Providence Capital Advisors, LLC 0.16% Add +1.7% 5,090 $784K
Clare Market Investments LLC 0.20% Reduce -14.8% 5,080 $782K
National Philanthropic Trust 0.01% No change 5,079 $782K
United Advisor Group, LLC 0.18% New 5,045 $777K
Fort Point Capital Partners LLC 0.10% Reduce -11.7% 5,006 $771K
GAMCO Investors 0.01% No change 5,000 $770K
Shufro Rose & Co. LLC 0.06% No change 5,264 $767K
Balboa Wealth Partners 0.19% Reduce -0.7% 4,965 $765K
Panoramic Investment Advisors, LLC 0.53% — 4,950 $762K
Chilton Capital Management LLC 0.03% Reduce -1.4% 4,945 $762K
Financial Insights, Inc. 0.25% Add +16.5% 4,932 $760K
Opinicus Capital, Inc. 0.61% Add +0.8% 4,929 $759K
Arete Wealth Advisors, LLC 0.06% Reduce -5.8% 4,929 $757K
Bradley Foster & Sargent Inc. 0.01% Add +0.6% 4,902 $755K
Howe & Rusling Inc. 0.06% Add +15.6% 4,897 $754K
Thrive Capital Management, LLC 0.35% Reduce -12.1% 4,891 $754K
NWF Advisory Services Inc. 0.11% Add +0.1% 4,885 $752K
Court Place Advisors, LLC 0.22% Reduce -7.5% 4,883 $752K
Everett Harris & Co. 0.01% No change 4,875 $751K
Mission Wealth Management, LP 0.02% Add +15.8% 4,825 $743K
Horizon Family Wealth, Inc. 0.53% Reduce -8.1% 4,797 $739K
Adirondack Trust Co. 0.28% Add +6.1% 4,789 $738K
Capital Investment Counsel, LLC 0.13% Add +23.9% 4,785 $737K
RTD Financial Advisors, Inc. 0.09% No change 4,783 $737K
Shepherd Financial Partners LLC 0.09% Add +2.1% 4,779 $736K
Burford Brothers, Inc. 0.38% Reduce -22.5% 4,768 $734K
Agate Pass Investment Management, LLC 0.37% Reduce -2.3% 4,763 $734K
Elm Partners Management LLC 0.05% Add +60.7% 4,759 $733K
Stevens Capital Management LP 0.10% New 4,740 $730K
Arlington Trust Co LLC 0.16% No change 4,739 $730K
Patten Group, Inc. 0.16% Reduce -2.7% 4,738 $730K
Intellectus Partners, LLC 0.19% Reduce -2.9% 4,720 $727K
Deutsche Bank AG 0.00% Reduce -29.3% 4,717 $727K
SouthState Bank Corp 0.05% No change 4,698 $724K
KFA Private Wealth Group, LLC 0.34% Add +0.9% 4,694 $723K
Milestone Asset Management, LLC 0.16% Reduce -19.2% 4,688 $722K
American National Bank & Trust 0.08% Reduce -0.1% 4,640 $715K
Arrowroot Family Office, LLC 0.42% Reduce -23.4% 4,634 $714K
Sequent Asset Management, LLC 0.35% No change 4,617 $711K
Centiva Capital, LP 0.03% New 4,609 $710K
Meridian Wealth Advisors, LLC 0.12% No change 4,605 $709K
LPWM LLC 0.23% Reduce -8.2% 4,680 $709K
Westbourne Investment Advisors, Inc. 0.25% Add +3.0% 4,590 $707K
Archford Capital Strategies, LLC 0.11% Reduce -11.1% 4,549 $704K
Sigma Investment Counselors Inc. 0.04% Reduce -20.3% 4,567 $703K
Trademark Financial Management, LLC 0.56% Reduce -16.5% 4,561 $702K
Silverlake Wealth Management LLC 0.27% Add +13.3% 4,553 $701K
Main Street Financial Solutions, LLC 0.06% Reduce -1.7% 4,552 $701K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.19% Add +8.1% 4,518 $696K
Noesis Capital Mangement Corp. 0.14% Add +0.6% 4,520 $696K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.1% 4,511 $695K
Caldwell Trust Co 0.07% Add +14.1% 4,511 $695K
Cedar Wealth Management, LLC 0.22% Reduce -8.7% 4,510 $695K
Biltmore Family Office, LLC 0.12% Reduce -9.7% 4,500 $693K
Meridian Financial Advisors, LLC 0.46% Add +2.6% 4,478 $690K
Legacy Wealth Management, LLC 0.04% New 4,461 $687K
Glen Eagle Advisors, LLC 0.12% Add +1.2% 4,449 $685K
Clay Northam Wealth Management, LLC 0.47% Reduce -0.8% 4,447 $685K
tru Independence LLC 0.20% Add +6.2% 4,436 $683K
Pacific Sun Financial Corp 0.38% Add +2.2% 4,426 $682K
San Luis Wealth Advisors LLC 0.14% Reduce -23.0% 4,416 $680K
Private Capital Management, LLC 0.07% Add +0.1% 4,407 $679K
TrueWealth Advisors, LLC 0.23% Add +2.4% 4,404 $678K
JBR Co Financial Management Inc 0.44% Reduce -18.1% 4,370 $673K
Investment Partners Asset Management, Inc. 0.55% Add +10.1% 4,369 $673K
Neville Rodie & Shaw Inc. 0.05% New 4,364 $672K
Fairfield Financial Advisors, LTD 0.23% Reduce -14.3% 4,330 $667K
Flputnam Investment Management Co. 0.01% Add +14.1% 4,313 $664K
Chicago Wealth Management, Inc. 0.35% Reduce -0.3% 4,310 $664K
Coldstream Capital Management Inc. 0.01% Add +7.0% 4,289 $661K
Invst, LLC 0.08% Add +36.7% 4,286 $660K
Dynamic Wealth Strategies, LLC 0.53% Reduce -4.7% 4,245 $654K
KKM Financial LLC 0.32% No change 4,242 $653K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -0.2% 4,241 $653K
Allen Capital Group, LLC 0.08% No change 4,240 $653K
3EDGE Asset Management, LP 0.05% Add +3.6% 4,234 $652K
Tudor Investment Corporation 0.01% New 4,229 $651K
Childress Capital Advisors, LLC 0.17% No change 4,199 $647K
Gilliland Jeter Wealth Management LLC 0.21% Add +0.5% 4,199 $647K
Pure Financial Advisors, LLC 0.02% Add +0.5% 4,175 $643K
Sapient Capital LLC 0.01% Add +0.2% 4,155 $640K
Chicago Partners Investment Group LLC 0.02% Add +0.2% 4,250 $639K
Granite Bay Wealth Management, LLC 0.36% Add +3.8% 4,152 $639K
Smith Anglin Financial, LLC 0.06% Reduce -41.5% 4,117 $634K
Financial Partners Group, Inc 0.09% Add +0.1% 4,117 $634K
Regent Peak Wealth Advisors LLC 0.15% Reduce -0.1% 4,107 $633K
Financial & Tax Architects, LLC 0.16% Reduce -7.2% 4,098 $631K
BCS Wealth Management 0.27% Add +5.4% 4,078 $628K
KG Capital Management 0.20% Reduce -1.8% 4,057 $625K
German American Bancorp, Inc. 0.07% Add +10.9% 4,052 $624K
Focus Partners Advisor Solutions, LLC 0.01% Add +22.5% 4,051 $624K
Verdence Capital Advisors LLC 0.05% Reduce -16.4% 4,034 $621K
Montag & Caldwell, LLC 0.13% Reduce -0.8% 4,031 $621K
Marks Group Wealth Management, Inc 0.06% No change 4,031 $621K
Ausdal Financial Partners, Inc. 0.06% Reduce -2.1% 4,027 $620K
Elk River Wealth Management LLC 0.11% No change 4,020 $619K
FLC Capital Advisors 0.14% No change 3,999 $616K
RPG Investment Advisory, LLC 0.09% Reduce -8.2% 3,996 $615K
Wealth Advisory Solutions, LLC 0.17% Reduce -3.4% 3,993 $615K
Avidian Wealth Enterprises, LLC 0.03% Add +8.9% 3,977 $613K
Collaborative Wealth Managment Inc. 0.28% Add +11.8% 3,970 $612K
Orleans Capital Management Corp. 0.35% Add +1.3% 3,960 $610K
Platform Technology Partners 0.19% Add +26.1% 3,956 $609K
Source Financial Advisors LLC 0.18% Reduce -7.2% 3,955 $609K
Valley Wealth Managers, Inc. 0.05% Reduce -5.5% 3,950 $608K
Greenwich Wealth Management LLC 0.04% Add +6.3% 3,946 $608K
Allen Investment Management, LLC 0.01% No change 3,943 $607K
University of Texas/Texas Am Investment Management Co. 0.10% Reduce -1.3% 3,936 $606K
WESCAP Management Group, Inc. 0.15% Reduce -0.0% 3,925 $605K
Jaffetilchin Investment Partners, LLC 0.05% Add +0.1% 3,925 $605K
MGB Wealth Management, LLC 0.22% No change 3,938 $604K
Institute for Wealth Management, LLC. 0.08% Add +4.0% 3,921 $604K
Sunbelt Securities, Inc. 0.06% Add +0.1% 3,911 $602K
Seneca House Advisors 0.25% Reduce -0.1% 3,895 $600K
Integral Investment Advisors, Inc. 0.16% Add +13.1% 3,889 $599K
Brady Family Wealth, LLC 0.18% No change 3,882 $598K
Empower Advisory Group, LLC 0.00% Reduce -17.2% 3,873 $597K
Signet Financial Management, LLC 0.08% Reduce -16.1% 3,869 $596K
Lynch & Associates 0.13% No change 3,869 $596K
Oxler Private Wealth LLC 0.21% Reduce -0.8% 3,866 $595K
Edge Wealth Management LLC 0.12% No change 3,842 $592K
Elevatus Welath Management 0.19% Add +10.2% 3,821 $588K
Davies Financial Advisors, Inc. 0.51% New 3,773 $581K
Burns J W & Co. Inc. 0.08% Reduce -0.3% 3,772 $581K
Global Assets Advisory, LLC 0.32% New 3,774 $578K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 3,742 $576K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Reduce -1.0% 3,739 $576K
Delta Financial Group, Inc. 0.21% Add +0.1% 3,715 $572K
Savant Capital, LLC 0.00% Reduce -1.2% 3,710 $571K
Correct Capital Wealth Management 0.13% Reduce -21.6% 3,708 $571K
Goelzer Investment Management, Inc. 0.03% Reduce -1.3% 3,702 $570K
Tower Research Capital LLC (TRC) 0.02% Reduce -91.1% 3,693 $569K
Fortis Advisors, LLC 0.37% Add +3.8% 3,663 $564K
Secure Asset Management, LLC 0.09% Add +111.1% 3,643 $561K
Acorn Financial Advisory Services Inc. 0.10% Reduce -6.0% 3,637 $560K
Eagle Ridge Investment Management 0.05% No change 3,632 $559K
Montis Financial, LLC 0.20% New 3,631 $559K
Bragg Financial Advisors, Inc 0.02% Add +16.7% 3,628 $559K
Aurora Private Wealth, Inc. 0.44% Reduce -2.4% 3,622 $558K
Carson Advisory Inc. 0.35% Add +16.8% 3,620 $558K
Trust Point Inc. 0.04% No change 3,620 $558K
Optiver Holding B.V. 0.01% New 3,615 $557K
Accurate Wealth Management, LLC 0.11% Add +59.5% 3,639 $556K
Columbus Macro, LLC 0.20% Reduce -2.7% 3,603 $555K
Stone Summit Wealth LLC 0.18% Add +0.7% 3,590 $553K
Vertex Planning Partners, LLC 0.13% Add +1.7% 3,588 $553K
Alpha Cubed Investments, LLC 0.02% Add +1.4% 3,574 $550K
KPP Advisory Services LLC 0.13% No change 3,568 $550K
Traction Financial Partners, LLC 0.43% Reduce -2.5% 3,565 $549K
HBK Sorce Advisory LLC 0.02% Reduce -0.1% 3,555 $548K
Able Wealth Management LLC 0.41% Reduce -34.8% 3,535 $545K
Slow Capital, Inc. 0.08% New 3,529 $544K
Brown, Lisle/Cummings, Inc. 0.17% No change 3,528 $543K
Peak Financial Management, Inc. 0.16% Reduce -8.2% 3,520 $542K
Aprio Wealth Management, LLC 0.09% Add +10.0% 3,517 $542K
Pursue Wealth Partners LLC 0.29% No change 3,500 $539K
Polymer Capital Management (HK) LTD 0.12% New 3,500 $539K
CRA Financial Services, LLC 0.10% Add +0.1% 3,499 $539K
Fielder Capital Group LLC 0.18% No change 3,493 $538K
Eley Financial Management, Inc 0.22% No change 3,476 $535K
One Capital Management, LLC 0.02% Reduce -34.7% 3,473 $535K
Compagnie Lombard Odier SCmA 0.01% Add +3365.0% 3,465 $534K
SkyOak Wealth, LLC 0.12% Reduce -7.2% 3,430 $528K
US Financial Advisors, LLC 0.16% Reduce -10.3% 3,405 $524K
Rollins Financial Advisors, LLC 0.09% Reduce -9.5% 3,394 $523K
Journey Advisory Group, LLC 0.06% No change 3,580 $522K
Second Line Capital, LLC 0.14% Reduce -6.0% 3,367 $519K
Strategic Financial Concepts, LLC 0.17% Reduce -99.3% 3,366 $518K
Wedmont Private Capital 0.03% Add +0.1% 3,433 $518K
My Personal CFO, LLC 0.28% Add +0.2% 3,363 $518K
UMB Bank, n.a. 0.01% Reduce -0.6% 3,361 $518K
LYNX Capital Group Ltd. 0.33% Add +0.5% 3,351 $516K
Wealth Alliance, LLC 0.06% Reduce -3.0% 3,345 $515K
Investors Asset Management of Georgia Inc. /Ga/ 0.24% Reduce -87.9% 3,339 $514K
Capital Advisors, Ltd. LLC 0.06% Add +0.0% 3,323 $512K
Vicus Capital 0.04% Add +0.2% 3,293 $507K
Sheets Smith Wealth Management 0.06% Add +0.9% 3,293 $507K
Comprehensive Financial Consultants Institutional, Inc. 0.18% Reduce -13.2% 3,284 $506K
DDD Partners, LLC 0.05% Add +5.3% 3,281 $505K
Summit X, LLC 0.12% Reduce -5.0% 3,460 $504K
Moller Wealth Partners 0.13% Reduce -3.2% 3,273 $504K
Bank of Hawaii 0.02% No change 3,254 $501K
Advisors Capital Management, LLC 0.01% Reduce -13.0% 3,252 $501K
RDA Financial Network 0.16% Reduce -0.4% 3,252 $501K
Montag A & Associates Inc. 0.02% Add +3.0% 3,250 $501K
17 Capital Partners, LLC 0.33% Reduce -12.1% 3,248 $500K
SOA Wealth Advisors, LLC. 0.10% Reduce -1.7% 3,246 $500K
D.B. Root & Company, LLC 0.16% New 3,239 $499K
Johnson Financial Group, Inc. 0.02% Add +39.7% 3,222 $496K
Jackson Square Capital, LLC 0.12% Reduce -4.5% 3,202 $493K
Fiduciary Trust Co 0.01% Add +4.3% 3,168 $488K
Modera Wealth Management, LLC 0.01% Add +15.6% 3,159 $487K
Community Bank, N.A. 0.06% Reduce -9.8% 3,158 $486K
Advisors Preferred, LLC 0.07% New 3,160 $484K
Etfidea, LLC 0.15% Add +0.7% 3,139 $483K
Wallington Asset Management, LLC 0.07% Add +120.5% 3,131 $482K
Safe Harbor Fiduciary, LLC 0.45% — 3,115 $480K
Hardy Reed LLC 0.04% No change 3,086 $475K
Parsons Capital Management Inc. 0.03% Reduce -3.6% 3,077 $474K
Seven Springs Wealth Group, LLC 0.18% No change 3,057 $471K
Parkside Advisors LLC 0.11% No change 3,055 $471K
Obsidian Cio, LLC 0.10% Add +2.5% 3,043 $469K
Sheaff Brock Investment Advisors, LLC 0.04% Reduce -7.7% 3,043 $469K
Family Manage LLC 0.08% No change 3,038 $468K
Private Wealth Partners, LLC 0.04% Add +7.3% 3,033 $467K
Centric Wealth Management 0.12% Add +2.4% 3,152 $467K
Hazlett, Burt & Watson, Inc. 0.21% Reduce -3.1% 3,020 $466K
Bank of New Hampshire 0.12% No change 3,025 $466K
Thoroughbred Financial Services, LLC 0.03% Add +2.4% 3,023 $465K
Kaydan Wealth Management, Inc. 0.14% No change 3,014 $464K
Swmg, LLC 0.19% Add +0.3% 3,159 $464K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.24% New 3,000 $462K
Signaturefd, LLC 0.01% Reduce -4.7% 2,998 $462K
Pacific Capital Wealth Advisors, Inc. 0.08% No change 2,987 $460K
Cannell & Spears LLC 0.01% No change 2,983 $459K
River Street Advisors LLC 0.25% No change 2,967 $457K
Ritholtz Wealth Management 0.01% Reduce -13.7% 2,967 $457K
Thompson Davis & Co., Inc. 0.34% New 2,952 $455K
Savvy Advisors, Inc. 0.09% Reduce -1.2% 2,940 $453K
Pinnacle Family Advisors, LLC 0.23% New 2,934 $452K
Altus Wealth Group LLC 0.19% Reduce -73.8% 2,930 $451K
Tyche Wealth Partners LLC 0.10% Add +0.5% 2,930 $451K
USA Financial Formulas 0.07% Reduce -0.2% 2,927 $451K
JT Stratford LLC 0.08% Reduce -1.6% 2,921 $450K
Fortis Capital Advisors, LLC 0.15% Reduce -4.2% 2,913 $449K
Oak Family Advisors, LLC 0.16% Reduce -88.1% 2,901 $447K
NovaPoint Capital, LLC 0.14% Add +12.6% 2,894 $446K
Donaldson Capital Management, LLC 0.02% Reduce -7.7% 2,894 $446K
Advanced Asset Management Advisors Inc 0.12% No change 3,054 $445K
REDW Wealth LLC 0.11% No change 2,871 $442K
Resolute Wealth Strategies, LLC 0.23% Reduce -4.3% 2,861 $441K
Trust Co. of Oklahoma 0.14% Add +16.3% 2,853 $439K
ARS Wealth Advisors Group, LLC 0.05% Add +1.5% 2,835 $437K
Wetzel Investment Advisors, Inc. 0.22% Reduce -22.7% 2,822 $435K
Belmont Capital, LLC 0.07% Add +2.8% 2,818 $434K
W.G. Shaheen & Associates DBA Whitney & Co 0.05% Add +12.5% 2,816 $434K
SageView Advisory Group, LLC 0.02% Reduce -29.2% 2,812 $433K
Flagstar Securities, Inc. 0.11% Add +12.5% 2,795 $430K
Cooper Financial Group 0.06% Reduce -3.8% 2,791 $430K
CVA Family Office, LLC 0.07% Add +1.2% 2,791 $430K
Saxon Interests, Inc. 0.20% Add +0.1% 2,790 $430K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -7.8% 2,785 $429K
Calamos Wealth Management LLC 0.02% No change 2,782 $428K
MassMutual Private Wealth & Trust, FSB 0.01% Add +3.7% 2,780 $428K
SeaCrest Wealth Management, LLC 0.05% Reduce -1.6% 2,762 $425K
Nixon Peabody Trust Co. 0.04% New 2,750 $424K
Kowal Investment Group, LLC 0.08% Add +1.4% 2,747 $423K
Geometric Wealth Advisors 0.08% No change 2,745 $423K
Paragon Financial Partners, Inc. 0.31% Add +0.3% 2,730 $420K
TNF LLC 0.15% Add +0.0% 2,806 $419K
Y-Intercept (Hong Kong) Ltd 0.03% New 2,707 $417K
Sterling Investment Management, LLC 0.32% Reduce -0.7% 2,701 $416K
J. Goldman & Co LP 0.02% Reduce -96.8% 2,687 $414K
NCM Capital Management, LLC 0.20% No change 2,683 $413K
Harmony Asset Management LLC 0.15% Add +25.9% 2,672 $412K
First American Trust, FSB 0.04% Add +37.6% 2,662 $410K
Talon Private Wealth, LLC 0.09% — 2,661 $410K
Sequent Planning LLC 0.14% Add +5.6% 2,645 $407K
Sebold Capital Management, Inc. 0.27% Reduce -2.4% 2,641 $407K
Exchange Capital Management, Inc. 0.06% Reduce -5.7% 2,640 $407K
Kaizen Financial Strategies 0.24% No change 2,630 $405K
Core Wealth Partners LLC 0.24% Add +0.3% 2,620 $404K
LexAurum Advisors, LLC 0.09% No change 2,614 $403K
First Heartland Consultants, Inc. 0.04% Reduce -14.7% 2,609 $402K
Naples Money Management LLC 0.34% Reduce -4.1% 2,603 $401K
VestGen Investment Management 0.11% New 2,603 $401K
Nemes Rush Group LLC 0.06% Add +69.5% 2,706 $400K
Advus Financial Partners, LLC 0.11% Add +0.4% 2,595 $400K
Fifth Third Wealth Advisors LLC 0.02% Add +2.8% 2,562 $395K
Colonial Trust Advisors 0.03% Reduce -2.2% 2,556 $394K
Private Client Services, LLC 0.21% Reduce -8.8% 2,543 $392K
City Holding Co. 0.05% Add +0.3% 2,541 $391K
Peoples Bank 0.26% No change 2,524 $389K
Tennessee Valley Asset Management Partners 0.06% Reduce -0.2% 2,521 $388K
Whitener Capital Management, Inc. 0.11% Reduce -5.1% 2,514 $387K
Lifeworks Advisors, LLC 0.08% Reduce -0.1% 2,509 $386K
Keystone Wealth Services, LLC 0.11% Reduce -7.8% 2,502 $385K
1900 Wealth Management LLC 0.03% Reduce -5.5% 2,495 $384K
Gateway Wealth Partners, LLC 0.11% Reduce -13.5% 2,494 $384K
Raab & Moskowitz Asset Management LLC 0.10% Add +1.6% 2,492 $384K
Private Wealth Group, LLC 0.19% No change 2,456 $378K
Retirement Capital Strategies 0.15% No change 2,451 $378K
Greystone Financial Group, LLC 0.07% Reduce -47.8% 2,449 $377K
Howland Capital Management LLC 0.02% Add +0.3% 2,448 $377K
Symphony Financial Services, Inc. 0.32% Add +8.0% 2,633 $376K
Trivium Point Advisory, LLC 0.05% Reduce -52.1% 2,561 $376K
Y.D. More Investments Ltd 0.04% Reduce -17.9% 2,440 $376K
Triumph Capital Management 0.13% New 2,434 $375K
Intrepid Capital Management Inc. 0.21% No change 2,425 $373K
WNY Asset Management, LLC 0.04% Add +0.0% 2,415 $372K
Icon Wealth Advisors, LLC 0.03% New 2,406 $371K
Kohmann Bosshard Financial Services, LLC 0.05% No change 2,400 $370K
BlueSky Wealth Advisors, LLC 0.06% No change 2,394 $369K
Blue Bell Private Wealth Management, LLC 0.07% Reduce -13.5% 2,365 $364K
Cozad Asset Management Inc. 0.03% Reduce -1.0% 2,365 $364K
Empire Financial Management Company, LLC 0.11% Reduce -5.4% 2,364 $364K
Fourpath Capital Management, LLC 0.07% New 2,364 $364K
Castle Wealth Management LLC 0.14% Reduce -1.4% 2,334 $359K
Cornerstone Advisory, LLC 0.05% Add +6.6% 2,330 $359K
Bensler, LLC 0.05% Add +27.3% 2,328 $359K
C2C Wealth Management, LLC 0.33% No change 2,438 $358K
Betterment LLC 0.00% Add +0.3% 2,325 $358K
NFSG Corp 0.13% Add +22.6% 2,324 $358K
Solstein Capital, LLC 0.19% No change 2,319 $357K
World Equity Group, Inc. 0.13% Add +67.2% 2,315 $357K
Peak Financial Advisors LLC 0.18% New 2,308 $355K
Arista Wealth Management, LLC 0.09% No change 2,303 $355K
Retirement Income Solutions, Inc. 0.08% Add +9.8% 2,290 $353K
Fonville Wealth Management LLC 0.12% New 2,279 $351K
Sharkey, Howes & Javer 0.05% New 2,278 $351K
Fortem Financial Group, LLC 0.14% Reduce -5.2% 2,277 $351K
Precedent Wealth Partners, LLC 0.12% No change 2,277 $351K
Addison Advisors LLC 0.10% Reduce -5.2% 2,277 $351K
Modern Wealth Management, LLC 0.02% Reduce -8.4% 2,259 $348K
Patriot Investment Management Group, Inc. 0.03% No change 2,259 $348K
Legacy Capital Group California, Inc. 0.12% Add +46.1% 2,254 $347K
Rebalance, LLC 0.03% Add +0.4% 2,247 $346K
Black Diamond Financial, LLC 0.06% Add +4.9% 2,244 $346K
MSH Capital Advisors LLC 0.11% Reduce -10.7% 2,243 $345K
TD Private Client Wealth LLC 0.01% Reduce -0.1% 2,242 $345K
Cahaba Wealth Management, Inc. 0.03% Add +23.7% 2,241 $345K
Gilman Hill Asset Management, LLC 0.06% No change 2,220 $342K
Strategies Wealth Advisors, LLC 0.05% Reduce -8.8% 2,219 $342K
Millennium Capital Advisors, LLC 0.22% No change 2,216 $341K
Peoples Financial Services Corp. 0.15% Reduce -0.3% 2,213 $341K
HCR Wealth Advisors 0.04% Add +2.3% 2,206 $340K
Carr Financial Group Corp 0.10% Reduce -8.7% 2,205 $340K
Lodestone Wealth Management LLC 0.17% Reduce -45.0% 2,202 $339K
Executive Wealth Management, LLC 0.03% Reduce -4.5% 2,196 $338K
Doliver Advisors, LP 0.09% Reduce -2.5% 2,193 $338K
PBMares Wealth Management LLC 0.07% No change 2,172 $335K
Carret Asset Management, LLC 0.04% No change 2,153 $332K
Bluespring Wealth Management, LLC 0.03% No change 2,146 $330K
Williams Jones Wealth Management, LLC. 0.00% Reduce -2.8% 2,139 $329K
Aspen Investment Management Inc 0.15% Reduce -9.9% 2,138 $329K
Teamwork Financial Advisors, LLC 0.05% Reduce -68.6% 2,133 $329K
StrongBox Wealth, LLC 0.14% Add +0.3% 2,133 $329K
Key Financial Inc 0.07% Add +5.8% 2,128 $328K
Paragon Capital Management Ltd 0.06% No change 2,123 $327K
Patrick M Sweeney & Associates, Inc. 0.24% No change 2,105 $324K
Maxwell Wealth Strategies Inc. 0.14% No change 2,173 $321K
STAR Financial Bank 0.22% No change 2,085 $321K
Sandhill Capital Partners LLC 0.02% No change 2,081 $321K
Novare Capital Management LLC 0.03% Add +2.5% 2,071 $319K
Richwood Investment Advisors, LLC 0.26% Reduce -5.7% 2,070 $319K
CWA Asset Management Group, LLC 0.02% — 2,069 $319K
Madison Park Capital Advisors, LLC 0.24% Reduce -5.0% 2,067 $318K
Southland Equity Partners LLC 0.08% Add +0.1% 2,059 $317K
Alpine Woods Capital Investors, LLC 0.06% No change 2,120 $317K
Heritage Wealth Management, Inc. 0.10% No change 2,049 $316K
SpiderRock Advisors, LLC 0.01% Reduce -0.1% 2,042 $315K
Choice Wealth Advisors LLC 0.16% Reduce -2.1% 2,035 $313K
Bank Pictet & Cie (Europe) AG 0.01% No change 2,030 $313K
North Star Investment Management Corp. 0.02% No change 2,029 $313K
Balyasny Asset Management L.P. 0.00% Reduce -91.6% 2,025 $312K
Dumont & Blake Investment Advisors LLC 0.08% Reduce -49.9% 2,024 $312K
Founders Financial Alliance, LLC 0.09% Add +0.7% 2,020 $311K
First Pacific Financial 0.07% New 2,020 $311K
Two West Capital Advisors LLC 0.25% Add +4.4% 2,010 $310K
Monetary Management Group Inc. 0.08% Add +17.6% 2,000 $308K
Iowa State Bank 0.06% No change 2,000 $308K
MainStreet Investment Advisors LLC 0.04% Reduce -0.3% 2,000 $308K
Capital Analysts, LLC 0.01% Add +20.5% 1,995 $308K
Quartz Partners, LLC 0.19% — 1,990 $307K
Edgemoor Investment Advisors, Inc. 0.03% Add +24.3% 1,989 $306K
Relyea Zuckerberg Hanson LLC 0.05% Reduce -24.6% 1,979 $305K
Acorn Wealth Advisors, LLC 0.13% Add +1.9% 1,979 $305K
Curi Capital, LLC 0.01% Add +4.8% 1,978 $305K
Grey Ledge Advisors, LLC 0.08% No change 1,975 $304K
Maltin Wealth Management, Inc. 0.15% Add +0.3% 1,972 $304K
Garden State Investment Advisory Services LLC 0.10% Add +5.5% 1,966 $303K
Successful Portfolios LLC 0.20% No change 1,967 $303K
Plante Moran Financial Advisors, LLC 0.03% Add +0.1% 1,967 $303K
Charter Oak Capital Management, LLC 0.03% Reduce -5.0% 1,965 $303K
Affinity Capital Advisors, LLC 0.06% Reduce -2.0% 1,965 $303K
Romano Brothers and Company 0.04% No change 1,963 $302K
Bollard Group LLC 0.01% Add +0.3% 1,954 $301K
Cornerstone Capital, Inc. 0.03% No change 1,953 $301K
Family Firm, Inc. 0.07% Add +0.3% 1,952 $301K
OneAscent Wealth Management LLC 0.11% Add +23.5% 1,934 $298K
Bulltick Wealth Management, LLC 0.07% Reduce -1.1% 1,925 $297K
Christensen, King & Associates Investment Services, Inc. 0.14% No change 1,923 $296K
Gainplan LLC 0.14% No change 2,031 $296K
Castle Rock Wealth Management, LLC 0.07% Reduce -1.0% 1,950 $296K
Destiny Wealth Partners, LLC 0.05% No change 1,912 $294K
Ethos Financial Group, LLC 0.05% No change 1,909 $294K
CIC Wealth, LLC 0.08% No change 1,905 $293K
Smith & Howard Wealth Management, LLC 0.08% Reduce -4.0% 1,900 $293K
Legacy Edge Advisors, LLC 0.05% Add +4.8% 1,899 $292K
All Terrain Financial Advisors, LLC 0.11% No change 1,898 $292K
Vigilare Wealth Management 0.12% Add +0.1% 1,894 $292K
Webster Bank, N. A. 0.03% Add +13.1% 1,894 $292K
Silvercrest Asset Management Group LLC 0.00% No change 1,892 $291K
Waterfront Wealth Inc. 0.07% New 1,949 $290K
Magnolia Capital Advisors LLC 0.14% Reduce -10.9% 1,882 $290K
Traynor Capital Management, Inc. 0.02% Reduce -0.7% 1,881 $290K
First Long Island Investors, LLC 0.02% No change 1,880 $290K
Townsend Asset Management Corp. /NC/ 0.11% Add +0.4% 1,876 $289K
Collective Family Office LLC 0.08% Reduce -9.6% 1,875 $289K
WealthTrust Asset Management, LLC 0.21% Reduce -10.6% 1,873 $288K
Leavell Investment Management, Inc. 0.01% New 1,872 $288K
Prostatis Group LLC 0.09% Add +2.0% 1,872 $288K
Garde Capital, Inc. 0.02% No change 1,870 $288K
WealthTrust Axiom LLC 0.09% Reduce -0.4% 1,865 $287K
Titleist Asset Management, LLC 0.04% Reduce -12.4% 1,864 $287K
Amplius Wealth Advisors, LLC 0.03% Reduce -10.8% 1,861 $287K
Global Trust Asset Management, LLC 0.11% Add +165.7% 1,860 $286K
Carmichael Hill & Associates, Inc. 0.11% Add +37.9% 1,858 $286K
Autumn Glory Partners, LLC 0.11% Reduce -2.0% 1,854 $286K
Cadence Bank 0.02% No change 1,854 $286K
White Lighthouse Investment Management Inc. 0.05% No change 1,850 $285K
Benchmark Investment Advisors LLC 0.20% Reduce -1.6% 1,845 $284K
IPG Investment Advisors LLC 0.06% Add +7.3% 1,835 $283K
Crescent Grove Advisors, LLC 0.03% No change 1,830 $282K
Guyasuta Investment Advisors Inc. 0.02% Add +2.4% 1,824 $281K
ELCO Management Co., LLC 0.15% No change 1,815 $280K
Firestone Capital Management 0.07% Reduce -3.9% 1,815 $279K
Beacon Financial Advisory LLC 0.09% Add +7.9% 1,812 $279K
Rockbridge Investment Management, LCC 0.04% Add +3.1% 1,801 $277K
Darden Wealth Group Inc 0.20% Add +11.5% 1,800 $277K
Grant Street Asset Management, Inc. 0.08% Add +25.8% 1,797 $277K
Texas Yale Capital Corp. 0.01% No change 1,796 $277K
Pinnacle Financial Group, LLC / IL 0.11% New 1,792 $276K
Wellington Shields Capital Management, LLC 0.05% No change 1,789 $276K
Financial Engines Advisors L.L.C. 0.00% Reduce -9.4% 1,783 $275K
Evergreen Capital Management LLC 0.01% Reduce -0.9% 1,782 $274K
SilverOak Wealth Management LLC 0.06% Add +1.3% 1,774 $273K
Wambolt & Associates, LLC 0.07% Add +0.4% 1,780 $273K
Total Clarity Wealth Management, Inc. 0.09% Add +0.4% 1,770 $273K
Shulman DeMeo Asset Management LLC 0.07% Add +1.6% 1,766 $272K
First National Bank & Trust Co. of Newtown 0.05% Add +6.0% 1,758 $271K
Davidson Trust Co. 0.14% No change 1,756 $270K
Alerus Financial NA 0.02% Reduce -90.4% 1,756 $270K
Quadcap Wealth Management, LLC 0.04% New 1,749 $269K
Provident Wealth Management, LLC 0.09% No change 1,742 $268K
Penobscot Wealth Management 0.14% Reduce -6.5% 1,742 $268K
Sovereign Financial Group, Inc. 0.06% Reduce -0.2% 1,740 $268K
Peregrine Asset Advisers, Inc. 0.09% No change 1,739 $268K
Weaver Consulting Group 0.09% Add +5.8% 1,739 $268K
Highview Capital Management LLC 0.11% Reduce -49.0% 1,731 $267K
Daymark Wealth Partners, LLC 0.01% Add +6.0% 1,730 $267K
Seelaus Asset Management LLC 0.25% No change 1,726 $266K
MCF Advisors LLC 0.02% No change 1,714 $264K
Osborne Partners Capital Management, LLC 0.01% No change 1,710 $263K
Kraematon Investment Advisors, Inc. 0.26% Reduce -16.9% 1,707 $263K
Councilmark Asset Management, LLC 0.18% No change 1,700 $262K
Prelude Capital Management, LLC 0.02% New 1,700 $262K
Barnes Pettey Financial Advisors, LLC 0.21% Reduce -0.1% 1,699 $262K
Chicago Capital, LLC 0.01% No change 1,676 $258K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% No change 1,670 $257K
Bison Wealth, LLC 0.04% Reduce -51.7% 1,668 $257K
Eldridge Investment Advisors, Inc. 0.06% No change 1,660 $256K
Acorns Advisers, LLC 0.00% New 1,658 $255K
Syntegra Private Wealth Group, LLC 0.03% No change 1,653 $255K
Verition Fund Management LLC 0.00% New 1,648 $254K
Gallacher Capital Management LLC 0.12% Add +1.0% 1,642 $253K
360 Financial, Inc. 0.09% Reduce -15.0% 1,642 $253K
Kickstand Ventures, Llc. 0.06% Reduce -0.5% 1,640 $253K
Pekin Hardy Strauss, Inc. 0.03% No change 1,635 $252K
Fragasso Financial Advisors Inc 0.02% Add +1.6% 1,634 $252K
Wealth Dimensions Group, Ltd. 0.06% No change 1,633 $252K
Samalin Investment Counsel, LLC 0.11% Add +0.3% 1,632 $251K
Tranquility Partners, LLC 0.09% Add +6.0% 1,631 $251K
AlphaStar Capital Management, LLC 0.02% New 1,630 $251K
Auxano Advisors, LLC 0.06% No change 1,626 $250K
MBL Wealth, LLC 0.03% Reduce -48.6% 1,618 $249K
Curtis Advisory Group, LLC 0.07% No change 1,614 $249K
Florida Trust Wealth Management Co 0.01% Reduce -2.9% 1,611 $248K
YHB Investment Advisors, Inc. 0.02% Add +0.1% 1,603 $247K
JNBA Financial Advisors 0.02% Reduce -11.8% 1,599 $246K
First Command Advisory Services, Inc. 0.00% Add +14.8% 1,577 $243K
Old Mission Capital LLC 0.01% New 1,573 $242K
Wintrust Investments LLC 0.18% Reduce -90.9% 1,577 $242K
Colonial Trust Co / SC 0.04% Reduce -0.4% 1,570 $242K
FSM Wealth Advisors, LLC 0.06% Reduce -3.3% 1,568 $242K
Optivise Advisory Services LLC 0.13% No change 1,567 $241K
Keystone Financial Services 0.09% Add +5.8% 1,567 $241K
Inspire Advisors, LLC 0.03% Reduce -24.3% 1,564 $241K
Rise Advisors, LLC 0.12% Reduce -1.1% 1,563 $241K
Texas Capital Bank Wealth Management Services Inc 0.02% Reduce -29.4% 1,560 $240K
Continuum Advisory, LLC 0.03% Reduce -3.9% 1,662 $240K
Coastwise Capital Group, LLC 0.20% Reduce -8.0% 1,555 $240K
Legacy Capital Wealth Partners, LLC 0.05% New 1,551 $239K
MIdWestOne Financial Group, Inc. 0.03% Add +7.0% 1,546 $238K
Blue Trust, Inc. 0.00% Add +73.0% 1,623 $237K
Gryphon Financial Partners LLC 0.03% Add +0.7% 1,530 $236K
Tiller Private Wealth, Inc. 0.10% Add +6.9% 1,528 $235K
Gray Private Wealth, LLC 0.14% No change 1,516 $233K
Blackston Financial Advisory Group, LLC 0.12% New 1,512 $233K
HWG Holdings LP 0.08% Reduce -26.5% 1,512 $233K
Wealth Architects, LLC 0.03% No change 1,508 $232K
TriaGen Wealth Management LLC 0.08% No change 1,505 $232K
1ST Source Bank 0.01% No change 1,500 $231K
Snider Financial Group 0.08% No change 1,487 $229K
Rappaport Reiches Capital Management, LLC 0.06% Reduce -6.5% 1,485 $229K
Chris Bulman Inc 0.15% No change 1,478 $228K
Sharp Wealth Advisory, LLC 0.18% New 1,475 $227K
Blue Fin Capital, Inc. 0.04% New 1,471 $227K
Prio Wealth Limited Partnership 0.01% No change 1,470 $226K
First National Bank of Mount Dora, Trust Investment Services 0.05% No change 1,469 $226K
Strategic Wealth Partners, Ltd. 0.02% Reduce -7.7% 1,468 $226K
Aviance Capital Partners, LLC 0.03% Reduce -31.3% 1,463 $225K
Greenline Partners, LLC 0.03% Reduce -0.1% 1,461 $225K
Coyle Financial Counsel LLC 0.08% Reduce -1.3% 1,539 $224K
First Citizens Financial Corp 0.12% New 1,455 $224K
MinichMacGregor Wealth Management, LLC 0.05% Add +0.3% 1,454 $224K
Clearwater Capital Advisors, LLC 0.02% New 1,453 $224K
HTG Investment Advisors, Inc. 0.11% Add +0.7% 1,448 $223K
Blueprint Investment Partners LLC 0.04% New 1,444 $222K
180 Wealth Advisors, LLC 0.04% Reduce -3.5% 1,444 $222K
Hexagon Capital Partners LLC 0.04% Reduce -11.7% 1,440 $222K
TFB Advisors LLC 0.07% New 1,437 $221K
Mather Group, Llc. 0.00% Reduce -65.1% 1,437 $221K
Stack Financial Management, Inc 0.02% Reduce -6.9% 1,434 $221K
Capital Advisors Wealth Management, LLC 0.04% Reduce -9.4% 1,431 $220K
Galvin, Gaustad & Stein, LLC 0.02% Reduce -4.6% 1,431 $220K
Breakwater Capital Group 0.04% No change 1,429 $220K
Avantax Planning Partners, Inc. 0.01% New 1,429 $220K
Uptick Partners, LLC 0.09% New 1,428 $220K
Capital Management Associates, Inc 0.09% Add +0.2% 1,428 $220K
Cyndeo Wealth Partners, LLC 0.02% New 1,426 $220K
NorthCrest Asset Manangement, LLC 0.01% New 1,425 $219K
GC Wealth Management RIA, LLC 0.04% New 1,423 $219K
Soundwatch Capital LLC 0.03% New 1,421 $219K
Penobscot Investment Management Company, Inc. 0.02% New 1,417 $218K
Sentinel Pension Advisors, LLC 0.04% Add +0.1% 1,416 $218K
Joel Isaacson & Co., LLC 0.01% New 1,416 $218K
Fort Sheridan Advisors LLC 0.03% New 1,401 $216K
Capstone Financial Advisors, Inc. 0.01% Reduce -24.5% 1,400 $216K
Angeles Wealth Management, LLC 0.02% New 1,400 $216K
Trueblood Wealth Management, LLC 0.11% No change 1,399 $215K
First Manhattan Co. Llc. 0.00% No change 1,387 $214K
SYM FINANCIAL Corp 0.03% No change 1,383 $213K
Smithfield Trust Co 0.01% No change 1,382 $213K
Ancora Advisors LLC 0.00% Reduce -5.7% 1,382 $213K
Truvestments Capital LLC 0.06% New 1,380 $213K
American State Bank (Iowa) 0.13% Reduce -0.6% 1,373 $211K
Community Financial Services Group, LLC 0.04% New 1,363 $210K
Prosperity Wealth Management, Inc. 0.08% New 1,362 $210K
GW Henssler & Associates Ltd. 0.01% New 1,359 $209K
Fiduciary Financial Group, LLC 0.05% Add +0.1% 1,365 $207K
HTLF Bank 0.02% New 1,342 $207K
CGN Advisors LLC 0.02% Reduce -9.0% 1,340 $206K
Almanack Investment Partners, LLC. 0.03% New 1,338 $206K
Acas, LLC 0.17% Reduce -1.0% 1,337 $206K
Blue Zone Wealth Advisors, LLC 0.06% New 1,331 $205K
Farmers Trust Co. 0.04% Reduce -8.9% 1,330 $205K
FinTrust Capital Advisors, LLC 0.03% No change 1,325 $204K
Triton Financial Group Inc 0.13% New 1,307 $201K
Headinvest, LLC 0.04% New 1,307 $201K
Byrne Asset Management LLC 0.14% Add +0.1% 1,306 $201K
Straight Path Wealth Management 0.09% New 1,305 $201K
Accredited Investors Inc. 0.01% Reduce -21.4% 1,303 $201K
Milestone Investment Advisors LLC 0.06% No change 1,281 $197K
Beacon Capital Management, LLC 0.03% Add +7.9% 1,264 $195K
Asset Dedication, LLC 0.01% Reduce -15.7% 1,242 $191K
Princeton Global Asset Management LLC 0.04% No change 1,222 $188K
Register Financial Advisors LLC 0.10% Add +0.2% 1,203 $185K
New Potomac Partners, LLC 0.09% New 1,193 $184K
West Oak Capital, LLC 0.09% No change 1,190 $183K
TD Capital Management LLC 0.02% Add +0.1% 1,182 $182K
Acropolis Investment Management, LLC 0.01% Add +20.4% 1,180 $182K
Dagco, Inc. 0.07% No change 1,175 $181K
ORG Partners LLC 0.03% Add +23.1% 1,153 $178K
First United Bank & Trust 0.06% Reduce -4.5% 1,132 $174K
Hamilton Point Investment Advisors, LLC 0.03% No change 1,128 $174K
Albion Financial Group 0.01% No change 1,111 $171K
Elevation Wealth Partners, LLC 0.07% Reduce -6.3% 1,104 $170K
Spectrum Wealth Counsel, LLC 0.02% No change 1,092 $168K
Grove Bank & Trust 0.02% Reduce -26.7% 1,065 $164K
Ascentis Independent Advisors 0.03% Reduce -48.6% 1,057 $163K
Quintet Private Bank (Europe) S.A. 0.01% Add +14.4% 1,050 $162K
Pittenger & Anderson Inc. 0.01% Reduce -4.6% 1,040 $160K
Tower View Wealth Management LLC 0.09% Add +0.3% 1,026 $158K
Versant Capital Management, Inc 0.04% Add +31.6% 1,025 $158K
Rothschild Investment LLC 0.01% Add +17.6% 1,024 $158K
Jamison Private Wealth Management, Inc. 0.02% No change 1,016 $156K
GAMMA Investing LLC 0.02% No change 1,016 $156K
Farmers & Merchants Investments Inc. 0.00% Reduce -1.0% 1,003 $154K
Independence Bank of Kentucky 0.03% Add +23.6% 1,000 $154K
Stelac Advisory Services LLC 0.06% Reduce -18.2% 991 $153K
Private Capital Management LLC 0.03% Add +1788.5% 982 $151K
Vestor Capital, LLC 0.01% Reduce -30.1% 970 $149K
WealthShield Partners, LLC 0.02% Add +167.6% 958 $148K
Raffa Wealth Management, LLC 0.04% No change 941 $145K
Quadrant Capital Group LLC 0.01% Reduce -5.1% 934 $144K
United Community Bank 0.06% No change 931 $143K
PSI Advisors, LLC 0.04% No change 928 $143K
Transcendent Capital Group LLC 0.07% No change 900 $139K
Arax Advisory Partners 0.01% Add +0.2% 886 $136K
Investors Research Corp 0.03% No change 873 $134K
Koesten, Hirschmann & Crabtree, INC. 0.08% No change 864 $133K
Avion Wealth 0.03% No change 869 $133K
Cherry Tree Wealth Management, LLC 0.03% No change 855 $132K
Flaharty Asset Management, LLC 0.02% New 844 $130K
Ascentis Wealth Management, LLC 0.05% — 838 $129K
Kessler Investment Group, LLC 0.07% No change 832 $128K
Marquette Asset Management, LLC 0.02% New 832 $128K
Stone House Investment Management, LLC 0.03% Add +0.4% 828 $128K
Anchor Investment Management, LLC 0.01% No change 823 $127K
Zions Bancorporation, N.A. 0.01% New 812 $125K
WFA Asset Management Corp 0.07% Add +0.4% 805 $124K
Costello Asset Management, INC 0.08% No change 768 $118K
Centennial Bank 0.05% No change 758 $117K
Russell Investments Group, Ltd. 0.00% Add +27.2% 753 $116K
Tucker Asset Management LLC 0.03% Reduce -27.3% 740 $114K
Sage Mountain Advisors LLC 0.01% No change 723 $111K
Man Group plc 0.00% Reduce -62.2% 721 $111K
Tortoise Investment Management, LLC 0.01% No change 710 $109K
Resources Management Corp. /CT/ 0.01% No change 708 $109K
Hantz Financial Services, Inc. 0.00% Reduce -31.5% 709 $109K
Element Wealth, LLC 0.06% Reduce -2.8% 705 $109K
Pin Oak Investment Advisors Inc. 0.10% Add +102.3% 694 $106K
Marathon Trading Investment Management LLC 0.05% New 687 $106K
Archer Investment Corp 0.03% Add +47.6% 685 $105K
Ulland Investment Advisors, LLC 0.08% No change 670 $103K
New Republic Capital, LLC 0.06% Reduce -4.5% 637 $98K
Cornerstone Planning Group LLC 0.03% Reduce -10.8% 661 $98K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +384.6% 630 $97K
Ameritas Investment Partners, Inc. 0.00% Reduce -5.1% 629 $97K
Matrix Private Capital Group LLC 0.06% Add +10.7% 629 $97K
Perkins Coie Trust Co 0.02% No change 627 $97K
Smartleaf Asset Management LLC 0.01% Add +6.6% 628 $96K
Banque Cantonale Vaudoise 0.00% Add +14.6% 620 $95K
Northwest Financial Advisors 0.08% New 615 $95K
City State Bank 0.03% Add +4.3% 603 $93K
HM Payson & Co. 0.00% No change 600 $92K
Union Savings Bank 0.05% No change 600 $92K
Northwest Capital Management Inc 0.03% No change 590 $91K
HHM Wealth Advisors, LLC 0.01% Add +91.5% 586 $90K
Provenance Wealth Advisors, LLC 0.01% No change 582 $90K
Barrett & Company, Inc. 0.04% Add +7.7% 563 $87K
Sound Income Strategies, LLC 0.01% Add +22.7% 563 $87K
Indiana Trust & Investment Management Co 0.03% Add +2.6% 558 $86K
Delta Asset Management LLC 0.01% No change 552 $85K
Breakwater Investment Management 0.04% Add +1.5% 551 $85K
Goodman Advisory Group, LLC 0.02% Add +52.3% 539 $83K
Optimum Investment Advisors 0.03% No change 521 $80K
Painted Porch Advisors LLC 0.04% No change 519 $80K
DT Investment Partners, LLC 0.01% Add +559.7% 508 $78K
Manchester Capital Management LLC 0.01% Add +13.7% 507 $78K
Guardian Wealth Advisors, LLC / NC 0.01% No change 505 $78K
Armstrong Advisory Group, Inc. 0.01% No change 496 $76K
Mogy Joel R Investment Counsel Inc. 0.00% New 490 $75K
Cardiff Park Advisors, LLC 0.01% No change 480 $74K
Citizens National Bank Trust Department 0.01% No change 450 $69K
Concord Wealth Partners 0.01% Reduce -4.9% 430 $66K
Sachetta, LLC 0.02% New 406 $63K
Wellington Shields & Co., LLC 0.02% Reduce -55.6% 400 $62K
McIlrath & Eck, LLC 0.01% Add +0.5% 395 $61K
Bellevue Asset Management, LLC 0.03% No change 391 $60K
DHJJ Financial Advisors, Ltd. 0.02% No change 386 $59K
Evergreen Private Wealth LLC 0.03% No change 383 $59K
Cedar Mountain Advisors, LLC 0.01% No change 378 $58K
Founders Capital Management 0.04% No change 375 $58K
Turim 21 Investimentos Ltda. 0.02% No change 375 $58K
Paladin Advisory Group, LLC 0.04% No change 373 $57K
Phillips Financial Management, LLC 0.00% No change 370 $57K
Winch Advisory Services, LLC 0.02% Add +0.3% 364 $56K
Oxford Financial Group, LTD. LLC 0.00% Reduce -60.7% 360 $55K
Covestor Ltd 0.03% Add +15.7% 354 $55K
Parkside Financial Bank & Trust 0.01% No change 352 $54K
Knuff & Co LLC 0.02% Reduce -22.2% 350 $54K
Peterson Financial Group, Inc. 0.21% New 349 $54K
Duncker Streett & Co. Inc. 0.01% No change 340 $52K
Caldwell Sutter Capital, Inc. 0.02% No change 338 $52K
Godsey & Gibb, Inc. 0.00% Add +30.9% 318 $49K
Rice Partnership, LLC 0.01% No change 315 $49K
Gold Investment Management Ltd. 0.02% No change 313 $48K
FAS Wealth Partners, Inc. 0.00% Add +0.3% 310 $48K
Olistico Wealth, LLC 0.03% Reduce -0.3% 309 $48K
Pacifica Partners Inc. 0.02% No change 305 $47K
Annapolis Financial Services, LLC 0.01% No change 303 $47K
First Community Trust NA 0.04% No change 300 $46K
Dunhill Financial, LLC 0.02% No change 300 $46K
Pinnacle Bancorp, Inc. 0.01% No change 300 $46K
Morse Asset Management, Inc 0.01% New 300 $46K
Hartford Financial Management Inc. 0.01% No change 300 $46K
IAG Wealth Partners, LLC 0.01% No change 300 $46K
Coppell Advisory Solutions LLC 0.01% Add +56.1% 292 $45K
Strengthening Families & Communities, LLC 0.01% Add +0.3% 290 $45K
Bogart Wealth, LLC 0.00% Reduce -23.5% 286 $44K
Riggs Asset Managment Co. Inc. 0.01% Reduce -31.3% 285 $44K
Planned Solutions, Inc. 0.02% New 283 $44K
WealthCollab, LLC 0.03% No change 280 $43K
Missouri Trust & Investment Co 0.01% Reduce -7.3% 279 $43K
Richardson Financial Services Inc. 0.03% Add +100.0% 284 $43K
Armor Investment Advisors, LLC 0.02% No change 272 $42K
Macroview Investment Management LLC 0.04% Reduce -3.6% 270 $42K
Sawyer & Company, Inc 0.02% No change 263 $41K
Abound Wealth Management 0.01% Add +194.4% 265 $41K
Powell Investment Advisors, LLC 0.02% No change 264 $41K
Hara Capital LLC 0.02% New 250 $39K
Gleason Group, Inc. 0.01% Add +0.4% 246 $38K
Morton Brown Family Wealth, LLC 0.01% Add +0.4% 245 $38K
Bangor Savings Bank 0.00% No change 242 $37K
Financial Gravity Companies, Inc. 0.01% — 233 $36K
LFA - Lugano Financial Advisors SA 0.02% No change 228 $35K
Claris Advisors, LLC / Mo / 0.02% New 226 $35K
CarsonAllaria Wealth Management, Ltd. 0.02% New 208 $32K
Legacy Investment Solutions, LLC 0.02% — 216 $32K
Legacy Wealth Managment, LLC 0.02% — 216 $32K
Financial Avengers, Inc. 0.02% Add +0.5% 204 $31K
Creekmur Asset Management LLC 0.01% Add +23.1% 197 $30K
Davis Capital Management 0.02% No change 187 $29K
Old Second National Bank of Aurora 0.01% No change 185 $28K
Washington Trust Advisors, Inc. 0.00% No change 183 $28K
Operose Advisors LLC 0.01% No change 178 $27K
Gables Capital Management Inc. 0.01% No change 175 $27K
Steph & Co. 0.01% No change 170 $26K
Rakuten Securities, Inc. 0.01% Add +8150.0% 165 $25K
Park Place Capital Corp 0.01% Reduce -15.0% 159 $24K
Luken Investment Analytics, LLC 0.01% No change 150 $23K
First PREMIER Bank 0.01% Reduce -94.4% 151 $23K
Tompkins Financial Corp. 0.00% Reduce -8.0% 149 $23K
Beaird Harris Wealth Management, LLC 0.00% No change 148 $23K
PFS Partners, LLC 0.01% No change 142 $22K
Investment Research & Advisory Group, Inc. 0.01% No change 142 $22K
WR Wealth Planners, LLC 0.01% No change 141 $22K
Bell Investment Advisors, Inc 0.00% No change 138 $21K
First Personal Financial Services 0.00% No change 135 $21K
Legacy Bridge, LLC 0.01% No change 132 $20K
Financial Perspectives, Inc 0.01% No change 129 $20K
Baldwin Wealth Partners LLC 0.00% Reduce -47.9% 125 $19K
Oarsman Capital, Inc. 0.00% New 124 $19K
Kathleen S. Wright Associates Inc. 0.01% New 122 $19K
Eukles Asset Management 0.01% No change 122 $19K
Signature Resources Capital Management, LLC 0.02% No change 116 $18K
Center for Financial Planning, Inc. 0.00% No change 115 $18K
Evermay Wealth Management LLC 0.00% Reduce -78.0% 113 $17K
Wagner Wealth Management, LLC 0.00% Reduce -57.7% 113 $17K
Rosenberg Matthew Hamilton 0.00% No change 112 $17K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -23.6% 110 $17K
Balentine LLC 0.00% No change 110 $17K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 109 $17K
Halpern Financial, Inc. 0.00% New 101 $15K
True Wealth Design, LLC 0.01% No change 100 $15K
Ramirez Asset Management, Inc. 0.00% No change 100 $15K
Trust Co. of Vermont 0.00% Reduce -63.6% 100 $15K
Frazier Financial Advisors, LLC 0.01% Add +141.5% 99 $15K
Wolff Wiese Magana LLC 0.01% Add +1.1% 96 $15K
Ballast Advisors LLC 0.00% No change 95 $15K
M&R Capital Management Inc. 0.00% No change 92 $14K
Richard Bernstein Advisors LLC 0.00% Reduce -98.3% 92 $14K
Integrity Financial Corp 0.01% No change 91 $14K
SJS Investment Consulting Inc. 0.00% No change 91 $14K
McClarren Financial Advisors, Inc. 0.00% Reduce -37.2% 91 $14K
LGT Financial Advisors LLC 0.03% Add +6.1% 87 $13K
Financial Management Professionals, Inc. 0.00% Reduce -68.9% 85 $13K
Front Row Advisors LLC 0.00% Reduce -93.5% 84 $13K
Atlantic Edge Private Wealth Management, LLC 0.00% New 81 $12K
Lowe Wealth Advisors, LLC 0.01% No change 75 $12K
FWL Investment Management, LLC 0.00% No change 75 $12K
Logan Capital Management Inc. 0.00% No change 71 $11K
HighMark Wealth Management LLC 0.01% Add +1.4% 71 $11K
Mark Sheptoff Financial Planning, LLC 0.01% No change 69 $11K
REAP Financial Group, LLC 0.00% Reduce -2.9% 66 $10K
West Branch Capital LLC 0.00% No change 64 $10K
Christopher J. Hasenberg, Inc 0.00% New 64 $10K
Aspire Private Capital, LLC 0.00% No change 61 $9K
Peterson Wealth Services 0.00% New 58 $9K
GHP Investment Advisors, Inc. 0.00% No change 53 $8K
DecisionPoint Financial, LLC 0.00% No change 51 $8K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% Add +5000.0% 51 $8K
Pingora Partners LLC 0.01% Reduce -33.3% 50 $8K
Cassady Schiller Wealth Management, LLC 0.00% No change 48 $7K
Northwest Investment Counselors, LLC 0.00% New 40 $6K
Washington Growth Strategies LLC 0.23% — 921 $6K
Daiwa Securities Group Inc. 0.00% Add +40.9% 31 $5K
Legend Financial Advisors, Inc. 0.00% Add +28.0% 32 $5K
NCP Inc. 0.00% No change 29 $4K
Hoey Investments, Inc. 0.00% No change 30 $4K
Clear Point Advisors Inc. 0.00% No change 25 $4K
Gen-Wealth Partners Inc 0.00% No change 25 $4K
Hobbs Group Advisors, LLC 0.00% New 23 $4K
LRI Investments, LLC 0.00% No change 22 $3K
Tradewinds Capital Management, LLC 0.00% New 20 $3K
BOK Financial Private Wealth, Inc. 0.00% Reduce -99.3% 18 $3K
POM Investment Strategies, LLC 0.00% Reduce -58.1% 18 $3K
Raleigh Capital Management Inc. 0.00% New 16 $2K
FSA Wealth Management LLC 0.00% — 13 $2K
Coston, McIsaac & Partners 0.00% No change 17 $2K
Valley National Advisers Inc. 0.00% Reduce -54.3% 16 $2K
Thompson Investment Management, Inc. 0.00% Reduce -44.4% 10 $2K
Asset Management One Co., Ltd. 0.00% New 10 $2K
Citadel Advisors 0.00% Reduce -100.0% 10 $2K
Highline Wealth Partners LLC 0.00% No change 7 $1K
Caitlin John, LLC 0.00% Reduce -57.1% 6 $897
Weaver Capital Management LLC 0.00% New 1 $155
Parallax Volatility Advisers, L.P. 0.00% Reduce -100.0% 1 $154

"% 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.