SS Health Care Select SectorXLVETF
13F holders, Q4 2024 (December 31)1,766holders +33
105new positions
174sold out
8famous investors
$137.61avg. 13F price*
At the end of Q4 2024, 1,766 institutions reported holding SS Health Care Select Sector (XLV) in their 13F filings, up 33 from Q3 2024. 105 opened new positions and 174 sold out. The largest holders were Bank of America Corp. ($5.0B), JPMorgan Chase & Co. ($1.5B) and Morgan Stanley ($1.5B). 8 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS Health Care Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q4 2024)
- CUSIP
- 81369Y209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 105 | $925.4M |
| Exits | 174 | $644.1M |
All 13F filers, Q3 2024 → Q4 2024: 15,375,631 shares bought and 25,323,622 shares sold, net −9,947,991 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,766 holders
| Bank of America Corp. | 0.47% | Reduce -0.5% | 36,595,613 | $5.0B |
| JPMorgan Chase & Co. | 0.12% | Reduce -19.2% | 10,931,256 | $1.5B |
| Morgan Stanley | 0.10% | Reduce -9.4% | 10,877,854 | $1.5B |
| LPL Financial LLC | 0.38% | Add +1.1% | 6,743,466 | $927.7M |
| Raymond James Financial Inc. | 0.31% | — | 6,019,648 | $828.1M |
| Envestnet Asset Management Inc. | 0.26% | Add +0.3% | 5,921,640 | $814.6M |
| Wells Fargo & Company | 0.19% | Reduce -16.5% | 5,858,566 | $806.0M |
| Goldman Sachs Group Inc. | 0.15% | Reduce -13.0% | 5,733,021 | $788.7M |
| Nissay Asset Management Corp. /Japan | 3.36% | Reduce -19.1% | 3,965,168 | $551.0M |
| UBS Group AG | 0.11% | Reduce -2.0% | 3,475,534 | $478.1M |
| Janney Montgomery Scott LLC | 1.31% | Add +8.2% | 3,433,937 | $472.4M |
| Caisse de depot et placement du Quebec | 0.98% | New | 3,433,028 | $472.3M |
| Truist Financial Corp. | 0.67% | Add +9.6% | 3,093,349 | $425.6M |
| Ameriprise Financial Inc. | 0.11% | Reduce -15.5% | 3,081,463 | $423.9M |
| Royal Bank of Canada | 0.09% | Reduce -0.6% | 3,022,240 | $415.8M |
| Harel Insurance Investments & Financial Services Ltd. | 6.55% | Reduce -0.0% | 2,908,109 | $400.1M |
| WestEnd Advisors, LLC | 9.44% | Add +10.6% | 2,694,137 | $370.6M |
| Two Sigma Investments, LP | 0.79% | Add +56.9% | 2,371,357 | $326.2M |
| CHURCHILL MANAGEMENT Corp | 2.94% | Reduce -18.5% | 1,955,905 | $269.1M |
| Meitav Investment House Ltd. | 3.65% | Reduce -19.1% | 1,572,956 | $216.3M |
| Menora Mivtachim Holdings LTD. | 1.27% | Reduce -11.3% | 1,468,782 | $202.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.43% | Reduce -33.0% | 1,460,000 | $200.9M |
| Phoenix Financial Ltd. | 2.43% | Reduce -23.5% | 1,293,409 | $177.9M |
| PGIM Custom Harvest LLC | 3.09% | Add +9.8% | 1,147,714 | $157.9M |
| Agf Management Ltd. | 0.65% | Add +2.0% | 939,541 | $129.3M |
| Victory Capital Management Inc. | 0.12% | Add +18.1% | 908,096 | $124.9M |
| TD Asset Management Inc | 0.11% | Add +1.5% | 900,732 | $123.9M |
| Focus Partners Wealth | 0.32% | Add +9.9% | 881,558 | $121.3M |
| Quantitative Investment Management, LLC | 8.90% | New | 863,670 | $118.8M |
| Stifel Financial Corp. | 0.12% | Reduce -1.5% | 847,196 | $116.6M |
| Cetera Investment Advisers | 0.24% | Reduce -5.2% | 841,808 | $115.8M |
| Citigroup Inc. | 0.10% | Reduce -43.7% | 725,763 | $99.8M |
| BlackRock, Inc. | 0.00% | Reduce -33.1% | 723,287 | $99.5M |
| HighTower Advisors, LLC | 0.13% | Reduce -5.1% | 709,237 | $97.6M |
| Commonwealth Equity Services, LLC | 0.14% | Add +2.0% | 678,722 | $93.4M |
| Marshall Wace, LLP | 0.11% | Add +29.2% | 631,471 | $86.9M |
| Barclays PLC | 0.04% | Add +28.9% | 626,943 | $86.2M |
| Main Management ETF Advisors, LLC | 3.75% | Add +3.2% | 600,650 | $82.6M |
| Cercano Management LLC | 2.05% | New | 584,756 | $80.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -5.5% | 576,430 | $79.3M |
| Northern Trust Corp. | 0.01% | Reduce -5.8% | 572,870 | $78.8M |
| Bank of Nova Scotia | 0.14% | Add +841.8% | 561,734 | $77.3M |
| Capital Investment Advisors, LLC | 1.57% | Add +2.4% | 561,268 | $77.2M |
| Osaic Holdings, Inc. | 0.17% | Add +1.3% | 603,579 | $76.6M |
| Millennium Management | 0.07% | Add +1701.4% | 549,060 | $75.5M |
| Twin Tree Management, LP | 1.77% | Add +61.1% | 531,717 | $73.1M |
| D. E. Shaw & Co. | 0.09% | Add +427.2% | 525,485 | $72.3M |
| Conservest Capital Advisors, Inc. | 7.28% | Reduce -6.3% | 512,581 | $70.5M |
| RiverFront Investment Group, LLC | 1.58% | Add +0.9% | 505,971 | $69.6M |
| US Bancorp \de | 0.09% | Reduce -9.3% | 472,648 | $65.0M |
| Alaska Permanent Fund Corp | 0.96% | Add +157.6% | 469,906 | $64.6M |
| Rockefeller Capital Management L.P. | 0.16% | Reduce -1.1% | 461,816 | $63.6M |
| Neuberger Berman Group LLC | 0.05% | Add +3705.0% | 419,810 | $57.8M |
| J.Safra Asset Management Corp | 4.47% | Reduce -12.4% | 400,122 | $54.9M |
| Advisory Alpha, LLC | 1.90% | Add +45.8% | 388,814 | $53.5M |
| Foundations Investment Advisors, LLC | 1.00% | Add +17.0% | 375,482 | $51.7M |
| Migdal Insurance & Financial Holdings Ltd. | 0.74% | Reduce -49.3% | 373,125 | $51.3M |
| Assetmark, Inc. | 0.14% | Reduce -44.8% | 371,606 | $51.1M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -9.7% | 342,664 | $47.1M |
| CW Advisors, LLC | 0.65% | Reduce -48.7% | 341,632 | $47.0M |
| MML Investors Services, LLC | 0.16% | Reduce -24.8% | 338,269 | $46.5M |
| Private Advisor Group, LLC | 0.26% | Reduce -11.8% | 334,910 | $46.1M |
| Swan Global Investments, LLC | 2.23% | Reduce -14.3% | 334,892 | $46.1M |
| Greenwood Gearhart LLC | 3.09% | Add +39.9% | 325,872 | $44.8M |
| KCM Investment Advisors LLC | 1.53% | Add +0.5% | 320,837 | $44.1M |
| Tower Research Capital LLC (TRC) | 0.87% | Add +8530.5% | 318,724 | $43.8M |
| Gerber Kawasaki Wealth & Investment Management | 1.90% | Add +0.9% | 317,567 | $43.7M |
| TD Waterhouse Canada Inc. | 0.34% | Add +3.5% | 309,966 | $42.6M |
| Susquehanna International Group, LLP | 0.06% | Reduce -25.1% | 288,779 | $39.7M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -0.1% | 281,944 | $38.8M |
| State of Michigan Retirement System | 0.20% | Add +15.6% | 274,588 | $37.8M |
| Alps Advisors Inc. | 0.23% | Add +16.8% | 266,206 | $36.6M |
| Balyasny Asset Management L.P. | 0.09% | Add +12868.7% | 262,616 | $36.1M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 5.64% | No change | 249,300 | $34.3M |
| Sanctuary Advisors, LLC | 0.21% | Add +2.4% | 229,021 | $33.7M |
| BW Gestao de Investimentos Ltda. | 1.52% | New | 236,292 | $32.5M |
| Wharton Business Group, LLC | 1.46% | Reduce -0.4% | 235,509 | $32.4M |
| Cullen Capital Management, LLC | 0.38% | Add +384.2% | 234,759 | $32.3M |
| Baltimore-Washington Financial Advisors, Inc. | 1.66% | Add +0.4% | 231,798 | $31.9M |
| Summit Trail Advisors, LLC | 1.17% | Reduce -40.8% | 230,587 | $31.7M |
| MMBG Investment Advisors Co. | 3.36% | Reduce -1.4% | 229,854 | $31.6M |
| Composition Wealth, LLC | 0.64% | Reduce -31.6% | 229,079 | $31.5M |
| Main Management LLC | 2.55% | Add +4.1% | 226,505 | $31.2M |
| Renaissance Technologies | 0.04% | Add +32.8% | 220,100 | $30.3M |
| Parallax Volatility Advisers, L.P. | 0.77% | Add +22006600.0% | 220,067 | $30.3M |
| Exchange Traded Concepts, LLC | 0.61% | Reduce -60.9% | 217,396 | $29.9M |
| Mariner, LLC | 0.05% | Add +0.3% | 215,254 | $29.6M |
| Woodline Partners LP | 0.20% | New | 213,881 | $29.4M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.28% | Reduce -25.1% | 210,574 | $28.9M |
| Graypoint LLC | 1.74% | Reduce -4.6% | 208,930 | $28.7M |
| Full Sail Capital, LLC | 1.76% | Reduce -5.0% | 200,505 | $27.6M |
| Peapack Gladstone Financial Corp. | 0.40% | Reduce -0.4% | 200,408 | $27.6M |
| Fifth Third Bancorp | 0.10% | Reduce -5.3% | 199,725 | $27.5M |
| Trek Financial, LLC | 2.03% | Add +8.0% | 198,004 | $27.2M |
| Bank of Montreal | 0.01% | Reduce -29.3% | 197,654 | $27.2M |
| Kingsview Wealth Management, LLC | 0.52% | Add +6.6% | 194,080 | $26.7M |
| Spinnaker Trust | 1.68% | Add +1.5% | 194,073 | $26.7M |
| MAI Capital Management | 0.20% | Reduce -2.8% | 193,403 | $26.6M |
| NewEdge Advisors, LLC | 0.16% | Reduce -1.9% | 191,250 | $26.3M |
| Spire Wealth Management | 0.79% | Add +1.4% | 185,052 | $25.5M |
| FMR LLC | 0.00% | Add +1.5% | 177,693 | $24.4M |
| SP Asset Management LLC | 2.05% | Add +0.6% | 177,543 | $24.4M |
| Yelin Lapidot Holdings Management Ltd. | 4.21% | Reduce -1.3% | 175,639 | $24.2M |
| Squarepoint Ops LLC | 0.06% | Add +46.4% | 170,036 | $23.4M |
| HSBC Holdings PLC | 0.01% | Add +24.5% | 166,343 | $22.8M |
| Scotia Capital Inc. | 0.12% | Add +1.6% | 164,450 | $22.6M |
| Atria Wealth Solutions, Inc. | 0.25% | Reduce -9.7% | 163,821 | $22.5M |
| Corient Private Wealth LP | 0.04% | Add +47.4% | 176,323 | $22.4M |
| Captrust Financial Advisors | 0.06% | Add +1.2% | 161,943 | $22.3M |
| Financial Advisory Corp | 3.85% | — | 160,244 | $22.0M |
| Cantor Fitzgerald, L. P. | 0.84% | New | 160,000 | $22.0M |
| Biltmore Wealth Management, LLC | 8.84% | Add +0.5% | 154,353 | $21.2M |
| American Financial Advisors, LLC | 2.93% | Reduce -0.6% | 150,973 | $20.8M |
| Krilogy Financial LLC | 1.38% | Add +8.9% | 150,194 | $20.7M |
| Tiff Advisory Services, LLC | 6.71% | No change | 149,621 | $20.6M |
| DAVENPORT & Co LLC | 0.12% | Add +11.1% | 148,946 | $20.5M |
| Equitable Holdings, Inc. | 0.19% | Reduce -27.3% | 145,845 | $20.1M |
| Graves Light Lenhart Wealth, Inc. | 2.47% | Reduce -0.9% | 144,690 | $19.9M |
| Evercore Wealth Management, LLC | 0.30% | Add +135.1% | 144,671 | $19.9M |
| Bar Harbor Wealth Management | 1.30% | Reduce -1.9% | 144,538 | $19.9M |
| IMZ Advisory Inc | 8.99% | Add +1.9% | 143,230 | $19.7M |
| 1832 Asset Management L.P. | 0.03% | Reduce -66.3% | 141,842 | $19.5M |
| Ashton Thomas Private Wealth, LLC | 0.75% | Add +28.0% | 139,922 | $19.2M |
| Oppenheimer Asset Management Inc. | 0.23% | Add +28.5% | 139,094 | $19.1M |
| Ayalon Insurance Comp Ltd. | 5.89% | No change | 138,734 | $19.1M |
| First Interstate Bank | 1.15% | Reduce -4.1% | 138,101 | $19.0M |
| Bouchey Financial Group, Ltd. | 1.65% | Reduce -34.9% | 137,135 | $18.9M |
| Clarity Financial LLC | 2.20% | Add +0.7% | 133,992 | $18.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.75% | Reduce -3.1% | 132,325 | $18.2M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -7.9% | 131,448 | $18.1M |
| Eisler Capital Management Ltd. | 0.60% | — | 131,424 | $18.1M |
| Comerica Bank | 0.07% | Reduce -1.3% | 130,382 | $17.9M |
| Brave Asset Management Inc. | 5.50% | Reduce -0.1% | 125,769 | $17.3M |
| Miller Investment Management, LP | 1.88% | Reduce -1.3% | 125,026 | $17.2M |
| McKinley Carter Wealth Services, Inc. | 1.04% | Reduce -1.9% | 123,711 | $17.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +16.0% | 123,174 | $16.9M |
| Blair William & Co. | 0.05% | Reduce -11.5% | 121,148 | $16.7M |
| Passaic Partners LLC | 2.41% | Add +24.1% | 120,784 | $16.6M |
| IHT Wealth Management, LLC | 0.53% | Reduce -10.6% | 119,557 | $16.4M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -47.6% | 111,285 | $16.4M |
| Park Avenue Securities LLC | 0.17% | Add +7.8% | 118,598 | $16.3M |
| Concurrent Investment Advisors, LLC | 0.43% | Reduce -3.0% | 116,505 | $16.0M |
| Perigon Wealth Management, LLC | 0.39% | Reduce -10.0% | 111,022 | $15.7M |
| Nan Shan Life Insurance Co., Ltd. | 0.38% | New | 113,535 | $15.6M |
| Rezny Wealth Management, Inc. | 3.74% | Add +2.2% | 110,649 | $15.2M |
| Makena Capital Management LLC | 2.45% | Add +43.1% | 109,887 | $15.1M |
| DRW Securities, LLC | 1.01% | Add +1050.0% | 109,051 | $15.0M |
| Janney Capital Management LLC | 0.99% | Reduce -5.1% | 108,594 | $14.9M |
| Steward Partners Investment Advisory, LLC | 0.13% | Reduce -31.9% | 107,571 | $14.8M |
| Rothschild Capital Partners, LLC | 3.57% | Add +19.8% | 106,852 | $14.7M |
| Kozak & Associates, Inc. | 3.35% | Add +23.5% | 105,578 | $14.7M |
| Old National Bancorp | 0.35% | Add +1.7% | 106,641 | $14.7M |
| Cresset Asset Management, LLC | 0.07% | Reduce -29.2% | 103,689 | $14.3M |
| Prudent Investors Network, Inc. | 4.14% | Add +8.4% | 102,805 | $14.1M |
| Gratus Wealth Advisors, LLC | 2.26% | Add +6.8% | 102,514 | $14.1M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -3.8% | 102,324 | $14.1M |
| Stillwater Capital Advisors, LLC | 1.74% | Add +1.9% | 101,986 | $14.0M |
| Asset Advisors Investment Management, LLC | 1.45% | Add +5.8% | 100,604 | $13.8M |
| Prosperity Consulting Group, LLC | 1.04% | Add +16.0% | 100,469 | $13.8M |
| Creative Planning | 0.01% | Add +0.7% | 100,313 | $13.8M |
| Analyst IMS Investment Management Services Ltd. | 0.50% | Add +0.0% | 100,250 | $13.8M |
| Allianz SE | 0.35% | New | 98,668 | $13.5M |
| Cwm, LLC | 0.06% | Reduce -51.5% | 98,362 | $13.5M |
| Welch Group, LLC | 0.60% | Add +1163.2% | 97,418 | $13.4M |
| Measured Wealth Private Client Group, LLC | 4.29% | Add +8.4% | 96,570 | $13.3M |
| Walleye Capital LLC | 0.14% | Add +950.1% | 94,955 | $13.1M |
| Provida Pension Fund Administrator | 0.26% | Reduce -66.4% | 94,420 | $13.0M |
| Valmark Advisers, Inc. | 0.20% | Add +11.3% | 93,788 | $12.9M |
| Dakota Wealth Management | 0.29% | Reduce -5.6% | 92,939 | $12.8M |
| WESPAC Advisors SoCal, LLC | 2.87% | Reduce -4.8% | 92,295 | $12.7M |
| Wolverine Trading, LLC | 0.28% | New | 91,207 | $12.5M |
| Baird Financial Group, Inc. | 0.02% | Add +4.6% | 90,808 | $12.5M |
| Long Run Wealth Advisors, LLC | 2.99% | Add +11.8% | 90,568 | $12.5M |
| Salomon & Ludwin, LLC | 1.29% | Reduce -4.0% | 88,759 | $12.2M |
| GTS Securities LLC | 0.58% | Add +47.1% | 87,241 | $12.0M |
| Anfield Capital Management, LLC | 4.33% | Add +1.6% | 86,660 | $11.9M |
| J.W. Cole Advisors, Inc. | 0.48% | Reduce -2.3% | 85,883 | $11.8M |
| Carnegie Investment Counsel | 0.34% | Add +5.5% | 85,740 | $11.8M |
| UNIVEST FINANCIAL Corp | 0.74% | Add +1318.1% | 85,725 | $11.8M |
| Oppenheimer & Co. Inc. | 0.18% | Add +9.6% | 85,572 | $11.8M |
| PFM Health Sciences, LP | 0.90% | New | 83,806 | $11.5M |
| Bank Hapoalim BM | 1.93% | Reduce -29.3% | 83,075 | $11.4M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2.67% | Reduce -23.1% | 80,993 | $11.1M |
| Private Wealth Advisors, LLC | 4.85% | Reduce -2.0% | 80,886 | $11.1M |
| Parkside Investments, LLC | 1.67% | Add +8.4% | 80,753 | $11.1M |
| United Asset Strategies, Inc. | 1.01% | Add +225.3% | 80,227 | $11.0M |
| Evolution Wealth Advisors, LLC | 1.83% | Add +0.6% | 79,725 | $11.0M |
| Silverleafe Capital Partners, LLC | 3.47% | Add +19.7% | 79,480 | $10.9M |
| High Note Wealth, LLC | 2.83% | Reduce -1.9% | 79,057 | $10.9M |
| Fifth Third Securities, Inc. | 0.92% | Add +6.3% | 78,751 | $10.8M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -12.0% | 78,727 | $10.8M |
| WBH Advisory Inc. | 1.00% | Reduce -9.2% | 78,117 | $10.7M |
| Independent Advisor Alliance | 0.14% | New | 77,813 | $10.7M |
| RFG Advisory, LLC | 0.30% | Reduce -5.1% | 77,723 | $10.7M |
| Concourse Financial Group Securities, Inc. | 0.60% | Reduce -5.9% | 75,151 | $10.7M |
| Harrell Investment Partners, LLC | 2.98% | Add +32.1% | 77,560 | $10.7M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -3.8% | 77,542 | $10.7M |
| Atria Investments, Inc | 0.13% | Add +3.9% | 77,000 | $10.6M |
| Round Rock Advisors LLC | 2.16% | Add +3.4% | 76,662 | $10.5M |
| Arvest Bank Trust Division | 0.63% | Add +4.4% | 76,526 | $10.5M |
| Cerity Partners LLC | 0.02% | Reduce -38.2% | 75,456 | $10.4M |
| &partners | 0.12% | Add +23.2% | 75,804 | $10.4M |
| AlphaMark Advisors, LLC | 4.47% | Add +11.0% | 75,059 | $10.3M |
| Hilltop Wealth Advisors, LLC | 5.21% | Add +2.3% | 74,872 | $10.3M |
| Pathstone Holdings, LLC | 0.05% | Add +0.6% | 74,715 | $10.3M |
| SFG Wealth Management, LLC. | 5.38% | Add +9.9% | 74,542 | $10.3M |
| B. Riley Wealth Advisors, Inc. | 0.33% | Reduce -40.9% | 74,096 | $10.2M |
| Gladstone Institutional Advisory LLC | 0.47% | Add +36.2% | 74,074 | $10.2M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -45.4% | 73,619 | $10.1M |
| Benchmark Financial Wealth Advisors, LLC | 3.24% | Reduce -9.5% | 73,591 | $10.1M |
| Tamar Securities, LLC | 1.40% | Add +5.4% | 73,504 | $10.1M |
| Tocqueville Asset Management L.P. | 0.16% | Reduce -0.1% | 73,441 | $10.1M |
| BNP Paribas Financial Markets | 0.01% | Reduce -12.2% | 73,288 | $10.1M |
| Jones Financial Companies LLLP | 0.01% | Add +47.7% | 73,276 | $10.1M |
| Callan Capital, LLC | 0.74% | Reduce -3.2% | 73,056 | $10.1M |
| Frisch Financial Group, Inc. | 3.02% | Reduce -0.6% | 72,627 | $10.0M |
| EP Wealth Advisors, LLC | 0.08% | Add +24.5% | 71,980 | $9.9M |
| Proquility Private Wealth Partners, LLC | 3.19% | Add +1.9% | 71,943 | $9.9M |
| Intrua Financial, LLC | 1.60% | Reduce -1.8% | 71,722 | $9.9M |
| Petredis Investment Advisors LLC | 1.02% | Add +4.4% | 71,721 | $9.9M |
| Lido Advisors, LLC | 0.06% | Reduce -20.6% | 71,600 | $9.9M |
| Lowe Brockenbrough & Co. Inc. | 0.63% | Add +122.1% | 71,589 | $9.8M |
| Hobart Private Capital, LLC | 2.44% | Add +1.9% | 71,555 | $9.8M |
| First Merchants Corp. | 0.38% | Add +7.5% | 71,368 | $9.8M |
| Premier Path Wealth Partners, LLC | 1.49% | Add +4.6% | 71,121 | $9.8M |
| Castleark Management LLC | 0.34% | No change | 71,120 | $9.8M |
| Global Endowment Management, LP | 1.21% | Reduce -11.2% | 68,535 | $9.4M |
| Pallas Capital Advisors LLC | 0.40% | Add +1.4% | 68,403 | $9.4M |
| Integrated Advisors Network LLC | 0.45% | Add +28.0% | 67,648 | $9.3M |
| J. Goldman & Co LP | 0.33% | Add +2401.6% | 67,217 | $9.2M |
| Avitas Wealth Management LLC | 1.28% | Add +340.3% | 67,019 | $9.2M |
| Vickerman Investment Advisors, Inc. | 2.47% | Reduce -0.4% | 66,146 | $9.1M |
| Merit Financial Group, LLC | 0.16% | Add +13.3% | 65,885 | $9.1M |
| Capital Insight Partners, LLC | 1.56% | Add +2.2% | 65,721 | $9.0M |
| Cornerstone Advisors, LLC | 0.36% | Reduce -39.1% | 65,500 | $9.0M |
| Toth Financial Advisory Corp. | 1.05% | Add +2.4% | 65,026 | $8.9M |
| Jane Street Group, LLC | 0.01% | Add +782.3% | 64,485 | $8.9M |
| Chemung Canal Trust Co. | 1.84% | Reduce -34.9% | 64,106 | $8.8M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Add +66.4% | 63,967 | $8.8M |
| Martin & Co. Inc. | 2.18% | Reduce -3.6% | 63,844 | $8.8M |
| Welch Capital Partners LLC | 1.89% | No change | 63,480 | $8.7M |
| Founders Financial Securities LLC | 0.77% | Reduce -9.7% | 62,263 | $8.6M |
| Eagle Wealth Strategies LLC | 6.19% | Add +2.1% | 62,133 | $8.5M |
| Banco Santander, S.A. | 0.10% | Reduce -8.7% | 62,011 | $8.5M |
| Sabal Trust CO | 0.49% | Add +24.1% | 61,987 | $8.5M |
| Keebeck Wealth Management | 1.23% | Reduce -3.5% | 61,974 | $8.5M |
| Syon Capital LLC | 0.76% | Reduce -3.7% | 61,141 | $8.4M |
| LMR Partners LLP | 0.19% | New | 61,056 | $8.4M |
| SteelPeak Wealth, LLC | 0.35% | Add +57.5% | 60,688 | $8.3M |
| Mfa Wealth Advisors, LLC | 2.13% | Add +12.2% | 60,619 | $8.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.24% | Reduce -72.6% | 59,375 | $8.2M |
| Sigma Planning Corp | 0.25% | Reduce -1.1% | 58,615 | $8.1M |
| Western Wealth Management, LLC | 0.43% | Reduce -0.6% | 58,395 | $8.0M |
| Kwmg, LLC | 0.82% | Add +18.5% | 58,144 | $8.0M |
| Twin Focus Capital Partners, LLC | 1.18% | Reduce -20.5% | 57,891 | $8.0M |
| TrinityPoint Wealth, LLC | 1.11% | Add +19.3% | 57,682 | $7.9M |
| Orange Investment Advisors, Inc. | 0.89% | Add +0.8% | 57,283 | $7.9M |
| Prospera Financial Services Inc | 0.18% | Add +97.1% | 56,965 | $7.8M |
| Constitution Capital LLC | 4.40% | Add +5.5% | 56,949 | $7.8M |
| National Bank of Canada | 0.01% | Add +23.4% | 55,341 | $7.6M |
| Howard Capital Management Group, LLC | 0.52% | Add +0.4% | 55,337 | $7.6M |
| Tritonpoint Wealth, LLC | 0.69% | Add +0.4% | 55,231 | $7.6M |
| Forbes J M & Co. LLP | 0.73% | No change | 54,998 | $7.6M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -10.5% | 54,745 | $7.5M |
| Stratos Wealth Partners, LTD. | 0.11% | Reduce -15.2% | 54,722 | $7.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -80.0% | 54,082 | $7.4M |
| 5th Street Advisors, LLC | 3.86% | Add +1.6% | 54,019 | $7.4M |
| Royal Fund Management, LLC | 0.80% | Reduce -69.2% | 53,640 | $7.4M |
| Transcend Capital Advisors, LLC | 0.53% | Add +0.7% | 52,972 | $7.3M |
| Arvest Investments, Inc. | 1.16% | Add +1.3% | 52,663 | $7.2M |
| Annex Advisory Services, LLC | 0.22% | Reduce -0.5% | 52,363 | $7.2M |
| Aspire Capital Advisors LLC | 2.05% | Reduce -40.4% | 51,974 | $7.2M |
| Embree Financial Group | 1.21% | Reduce -2.5% | 51,506 | $7.1M |
| Innealta Capital, LLC | 3.45% | Reduce -13.6% | 51,419 | $7.1M |
| Woodmont Investment Counsel LLC | 0.52% | Reduce -0.3% | 50,913 | $7.0M |
| Waverly Advisors, LLC | 0.11% | Add +47.4% | 50,764 | $7.0M |
| Centiva Capital, LP | 0.26% | Add +984.8% | 50,000 | $6.9M |
| Natixis | 0.05% | Reduce -93.3% | 50,000 | $6.9M |
| Freedom Investment Management, Inc. | 0.57% | Reduce -2.3% | 49,911 | $6.9M |
| Citadel Advisors | 0.01% | Add +498800.0% | 49,890 | $6.9M |
| Bedell Frazier Investment Counselling, LLC | 1.70% | Reduce -47.1% | 49,879 | $6.9M |
| Provident Co of the Employees of the Hebrew University LTD | 7.98% | Reduce -28.0% | 49,824 | $6.8M |
| Winthrop Capital Management, LLC | 1.82% | Add +0.8% | 49,740 | $6.8M |
| WT Wealth Management | 2.13% | Add +2.1% | 49,420 | $6.8M |
| Prime Capital Investment Advisors, LLC | 0.10% | Reduce -9.1% | 48,851 | $6.7M |
| Prestige Wealth Management Group LLC | 1.38% | Reduce -65.2% | 48,122 | $6.6M |
| Sound View Wealth Advisors Group, LLC | 0.53% | Add +7.4% | 48,095 | $6.6M |
| Means Investment Co., Inc. | 0.68% | Add +18.1% | 47,618 | $6.6M |
| Bank of New York Mellon Corp | 0.00% | Add +19.2% | 47,279 | $6.5M |
| Allred Capital Management, LLC | 2.50% | Add +0.1% | 46,946 | $6.5M |
| Pachira Investments Inc. | 3.91% | Add +15.1% | 46,588 | $6.4M |
| Quantinno Capital Management LP | 0.06% | Add +3.4% | 46,380 | $6.4M |
| Liberty One Investment Management, LLC | 0.69% | Reduce -0.8% | 46,151 | $6.3M |
| Pinnacle Associates Ltd. | 0.08% | Reduce -3.0% | 45,486 | $6.3M |
| CMH Wealth Management LLC | 1.43% | Add +3.5% | 45,411 | $6.2M |
| Advisory Services Network, LLC | 0.12% | Reduce -46.9% | 45,232 | $6.2M |
| Stephens Inc. | 0.09% | Add +3.7% | 45,225 | $6.2M |
| Commerce Bank | 0.04% | Add +0.9% | 44,510 | $6.1M |
| Patten & Patten Inc. | 0.40% | Add +1.8% | 44,507 | $6.1M |
| Courier Capital LLC | 0.42% | Reduce -20.1% | 44,399 | $6.1M |
| TCV Trust & Wealth Management, Inc. | 0.55% | Add +0.2% | 43,149 | $5.9M |
| Lake Hills Wealth Management, LLC | 4.02% | Add +89.9% | 42,805 | $5.9M |
| Sender Co & Partners, Inc. | 7.26% | New | 42,504 | $5.8M |
| AlTi Global, Inc. | 0.14% | Add +1.0% | 41,676 | $5.8M |
| Modus Advisors, LLC | 1.83% | Reduce -1.2% | 42,411 | $5.8M |
| Madison Park Capital Advisors, LLC | 4.64% | Add +1946.8% | 42,308 | $5.8M |
| Tepp RIA, LLC | 8.59% | — | 42,210 | $5.8M |
| M&T Bank Corp | 0.02% | Reduce -8.8% | 42,200 | $5.8M |
| Atom Investors LP | 0.71% | New | 41,462 | $5.7M |
| Sharper & Granite LLC | 2.51% | Add +14.2% | 41,429 | $5.7M |
| Simmons Bank | 0.41% | Reduce -3.1% | 41,144 | $5.7M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -12.0% | 41,121 | $5.7M |
| Orion Portfolio Solutions, LLC | 0.06% | Reduce -12.0% | 41,121 | $5.7M |
| Independent Financial Group, LLC | 0.19% | Reduce -11.7% | 40,851 | $5.6M |
| Busey Bank | 0.18% | Reduce -0.1% | 40,450 | $5.6M |
| Maven Securities LTD | 0.89% | Reduce -4.0% | 40,396 | $5.6M |
| Harbour Investments, Inc. | 0.16% | Reduce -7.2% | 40,164 | $5.5M |
| U.S. Capital Wealth Advisors, LLC | 0.17% | Add +148.0% | 39,946 | $5.5M |
| Sepio Capital, LP | 0.44% | Reduce -2.6% | 39,870 | $5.5M |
| Westwood Holdings Group Inc. | 0.04% | Reduce -65.7% | 39,453 | $5.4M |
| Arkadios Wealth Advisors | 0.29% | Add +15.4% | 39,153 | $5.4M |
| Financial Freedom, LLC | 2.81% | Add +0.1% | 38,680 | $5.3M |
| St Germain D J Co. Inc. | 0.24% | Add +3.6% | 38,424 | $5.3M |
| Haverford Trust Co | 0.05% | Reduce -5.2% | 38,397 | $5.3M |
| Rockport Wealth LLC | 2.34% | Reduce -84.4% | 36,574 | $5.3M |
| Granite Harbor Advisors, Inc. | 2.90% | Add +7.6% | 38,142 | $5.2M |
| IMC-Chicago, LLC | 0.14% | New | 38,003 | $5.2M |
| Trust Co | 0.60% | Add +7.2% | 37,821 | $5.2M |
| Country Trust Bank | 0.13% | Reduce -79.9% | 37,722 | $5.2M |
| Shira Ridge Wealth Management | 2.54% | Add +7.1% | 37,675 | $5.2M |
| Signature Estate & Investment Advisors LLC | 0.13% | Reduce -88.0% | 37,634 | $5.2M |
| Cordatus Wealth Management LLC | 1.36% | New | 37,500 | $5.2M |
| Cibc World Market Inc. | 0.01% | Reduce -6.8% | 37,488 | $5.2M |
| Thoma Capital Management LLC | 3.53% | — | 37,444 | $5.2M |
| Magnus Financial Group LLC | 0.49% | Add +2.9% | 36,863 | $5.1M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -92.2% | 36,850 | $5.1M |
| Atlas Capital Advisors Inc. | 0.64% | Reduce -0.4% | 36,766 | $5.1M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +0.7% | 36,555 | $5.0M |
| Robertson Stephens Wealth Management, LLC | 0.18% | Reduce -9.1% | 36,544 | $5.0M |
| One Wealth Map LLC | 3.04% | Add +2.1% | 34,178 | $5.0M |
| Deltec Asset Management LLC | 0.99% | Reduce -6.4% | 36,328 | $5.0M |
| Horizon Investments, LLC | 0.14% | Reduce -12.1% | 36,232 | $5.0M |
| SG Americas Securities, LLC | 0.02% | Reduce -79.8% | 36,226 | $5.0M |
| Oliver Lagore Vanvalin Investment Group | 1.27% | Add +53.6% | 36,012 | $5.0M |
| Affiance Financial, LLC | 1.18% | Reduce -4.3% | 36,010 | $5.0M |
| Wela Strategies, Inc. | 2.13% | Add +10.6% | 35,999 | $5.0M |
| Kennicott Capital Management LLC | 2.54% | Add +0.6% | 35,974 | $4.9M |
| Mutual Advisors, LLC | 0.14% | Reduce -3.6% | 34,975 | $4.9M |
| Curi Capital, LLC | 0.11% | Add +1694.4% | 35,494 | $4.9M |
| MV Capital Management, Inc. | 0.52% | Reduce -7.4% | 35,445 | $4.9M |
| BigSur Wealth Management LLC | 1.39% | Reduce -9.7% | 35,283 | $4.9M |
| Centaurus Financial, Inc. | 0.30% | Reduce -19.6% | 35,243 | $4.8M |
| Denver Wealth Management, Inc. | 2.18% | Add +2.2% | 35,163 | $4.8M |
| Treynor Bancshares, Inc. | 5.07% | Add +35.5% | 34,898 | $4.8M |
| Sowell Financial Services LLC | 0.25% | Add +6.2% | 34,879 | $4.8M |
| Riverpoint Wealth Management Holdings, LLC | 1.24% | Reduce -1.7% | 34,678 | $4.8M |
| GoalFusion Wealth Management, LLC | 2.58% | Add +11.1% | 34,404 | $4.7M |
| BTG Pactual Asset Management US LLC | 0.61% | Reduce -40.9% | 34,267 | $4.7M |
| Bonfire Financial | 4.26% | — | 34,229 | $4.7M |
| Financial Counselors Inc. | 0.07% | Reduce -0.5% | 33,917 | $4.7M |
| Ferguson Wellman Capital Management, Inc. | 0.09% | Add +11.6% | 33,740 | $4.6M |
| Farther Finance Advisors, LLC | 0.17% | Add +14.3% | 33,231 | $4.6M |
| Choate Investment Advisors | 0.11% | Add +2.7% | 33,044 | $4.5M |
| Flagship Harbor Advisors, LLC | 0.24% | Add +1.9% | 33,028 | $4.5M |
| Brown Brothers Harriman & Co. | 0.03% | Add +0.1% | 32,919 | $4.5M |
| Northeast Financial Consultants Inc | 0.19% | Add +0.3% | 32,629 | $4.5M |
| Stockman Wealth Management, Inc. | 0.70% | Add +13.1% | 32,565 | $4.5M |
| Mill Creek Capital Advisors, LLC | 0.11% | Add +0.2% | 32,501 | $4.5M |
| Asset Allocation Strategies LLC | 1.07% | Reduce -11.1% | 30,609 | $4.5M |
| Allworth Financial LP | 0.02% | Reduce -8.3% | 31,343 | $4.5M |
| GeoWealth Management, LLC | 0.14% | Add +30.8% | 31,584 | $4.3M |
| Apexium Financial, LP | 0.26% | Add +54.5% | 31,425 | $4.3M |
| Delos Wealth Advisors, LLC | 3.42% | Add +9.3% | 31,242 | $4.3M |
| First Horizon Advisors, Inc. | 0.12% | Add +0.2% | 31,184 | $4.3M |
| Hilltop Holdings Inc. | 0.27% | Reduce -13.3% | 31,084 | $4.3M |
| IFP Advisors, Inc | 0.14% | Add +44.4% | 31,063 | $4.3M |
| Rockingstone Advisors LLC | 1.89% | Add +1.9% | 31,059 | $4.3M |
| Fiduciary Group, LLC | 0.43% | Add +9.0% | 30,931 | $4.3M |
| Jefferies Financial Group Inc. | 0.05% | Reduce -44.5% | 30,869 | $4.2M |
| Essex LLC | 0.89% | Add +6.0% | 30,830 | $4.2M |
| Brookstone Capital Management | 0.06% | Reduce -2.9% | 30,792 | $4.2M |
| StoneX Group Inc. | 0.23% | Reduce -73.1% | 30,369 | $4.2M |
| Walleye Trading LLC | 0.08% | New | 30,215 | $4.2M |
| Pettinga Financial Advisors LLC | 0.93% | Add +147.4% | 29,989 | $4.1M |
| Next Capital Management LLC | 1.68% | Reduce -35.6% | 29,800 | $4.1M |
| Wealthspire Advisors, LLC | 0.04% | Add +1.8% | 29,631 | $4.1M |
| Benjamin Edwards Inc. | 0.06% | Reduce -36.7% | 29,534 | $4.1M |
| Lyell Wealth Management, LP | 0.36% | Reduce -7.7% | 29,518 | $4.1M |
| PFG Advisors | 0.25% | Add +0.4% | 29,417 | $4.0M |
| Brandywine Oak Private Wealth LLC | 0.39% | Reduce -1.1% | 29,162 | $4.0M |
| Cooksen Wealth, LLC | 3.66% | Add +7.0% | 28,931 | $4.0M |
| Focus Financial Network, Inc. | 0.16% | Reduce -13.0% | 28,749 | $4.0M |
| Global Retirement Partners, LLC | 0.11% | Add +1.3% | 28,645 | $3.9M |
| Canton Hathaway, LLC | 0.98% | Add +16.9% | 28,483 | $3.9M |
| Bray Capital Advisors | 1.06% | Reduce -2.1% | 28,397 | $3.9M |
| First Trust Advisors LP | 0.00% | New | 28,328 | $3.9M |
| Credit Agricole S A | 0.01% | Add +17.4% | 28,294 | $3.9M |
| Meridian Wealth Management, LLC | 0.18% | Add +0.4% | 28,268 | $3.9M |
| Mechanics Bank Trust Department | 0.51% | Add +0.4% | 28,053 | $3.9M |
| FPC Investment Advisory, Inc. | 2.81% | Reduce -22.3% | 26,199 | $3.8M |
| LM Advisors LLC | 0.69% | Add +2.5% | 27,900 | $3.8M |
| BBR Partners, LLC | 0.27% | No change | 27,857 | $3.8M |
| Cary Street Partners Financial LLC | 0.12% | — | 27,739 | $3.8M |
| Keybank National Association | 0.01% | Add +3.5% | 27,670 | $3.8M |
| Benedict Financial Advisors Inc. | 0.92% | Reduce -0.2% | 27,666 | $3.8M |
| Bfsg, LLC | 0.44% | Reduce -8.7% | 27,642 | $3.8M |
| AAFMAA Wealth Management & Trust LLC | 1.66% | Add +3.0% | 27,548 | $3.8M |
| Greenup Street Wealth Management LLC | 0.75% | Reduce -49.0% | 27,526 | $3.8M |
| WealthCare Investment Partners, LLC | 1.65% | Add +1.5% | 27,492 | $3.8M |
| Vaughan David Investments LLC | 0.09% | Add +24.7% | 27,452 | $3.8M |
| Elevation Point Wealth Partners, LLC | 0.30% | Reduce -14.7% | 27,445 | $3.8M |
| Stratos Wealth Advisors, LLC | 0.18% | Add +2.0% | 27,428 | $3.8M |
| Venturi Wealth Management, LLC | 0.19% | Reduce -18.0% | 27,413 | $3.8M |
| Financial Advocates Investment Management | 0.21% | Reduce -72.1% | 27,018 | $3.7M |
| Bleakley Financial Group, LLC | 0.11% | Reduce -7.4% | 27,005 | $3.7M |
| Glenmede Trust Co. NA | 0.02% | Reduce -25.2% | 26,668 | $3.7M |
| 10Elms LLP | 4.58% | — | 26,579 | $3.7M |
| Fourth Dimension Wealth, LLC | 1.91% | — | 26,389 | $3.7M |
| 3EDGE Asset Management, LP | 0.22% | Add +521.1% | 26,299 | $3.6M |
| Madrid Financial Services | 2.87% | — | 26,283 | $3.6M |
| Belpointe Asset Management LLC | 0.22% | Add +3.3% | 22,858 | $3.6M |
| AdvisorNet Financial, Inc | 0.30% | Add +5.4% | 25,841 | $3.6M |
| Graham Capital Management, L.P. | 0.17% | New | 25,664 | $3.5M |
| Capstone Wealth Management Group LLC | 2.68% | — | 25,656 | $3.5M |
| New England Private Wealth Advisors LLC | 0.56% | Add +0.9% | 25,544 | $3.5M |
| Certuity, LLC | 0.38% | Add +13.8% | 25,541 | $3.5M |
| Lebenthal Global Advisors, LLC | 0.64% | New | 25,506 | $3.5M |
| Perbak Capital Partners LLP | 1.87% | Add +43.7% | 25,436 | $3.5M |
| Dorsey & Whitney Trust CO LLC | 0.19% | Reduce -9.7% | 25,247 | $3.5M |
| Edge Capital Group, LLC | 0.15% | Reduce -99.2% | 194 | $3.5M |
| Colton Groome Financial Advisors, LLC | 1.33% | Add +100.8% | 25,211 | $3.5M |
| Leicht Financial Planning & Wealth Management, Inc. | 1.77% | Add +1.9% | 25,148 | $3.5M |
| Flagship Private Wealth, LLC | 1.67% | Reduce -6.3% | 25,132 | $3.5M |
| Bay Rivers Group | 1.67% | Reduce -0.1% | 25,056 | $3.4M |
| James Investment Research, Inc. | 0.41% | Add +4.8% | 25,040 | $3.4M |
| Nvwm, LLC | 0.87% | Add +6.2% | 25,033 | $3.4M |
| Alpha Wealth Funds, LLC | 3.60% | — | 25,020 | $3.4M |
| Nwi Management LP | 0.27% | No change | 25,000 | $3.4M |
| Sentinel Trust Co. Lba | 0.39% | Reduce -0.2% | 24,877 | $3.4M |
| Natixis Advisors, LLC | 0.01% | Reduce -17.1% | 24,875 | $3.4M |
| World Investment Advisors | 0.09% | Add +61.1% | 24,837 | $3.4M |
| First Financial Bank - Trust Division | 0.32% | Add +5.3% | 24,831 | $3.4M |
| Associated Banc-Corp | 0.10% | Reduce -2.1% | 24,473 | $3.4M |
| SRB Corp. | 0.19% | New | 24,429 | $3.4M |
| Wealthfront Advisers LLC | 0.01% | Reduce -10.8% | 24,410 | $3.4M |
| Capital Investment Advisory Services, LLC | 0.32% | Add +2.1% | 24,408 | $3.4M |
| Banco BTG Pactual S.A. | 0.79% | New | 24,375 | $3.4M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -1.2% | 24,364 | $3.4M |
| Summit Financial, LLC | 0.12% | Reduce -15.2% | 24,328 | $3.3M |
| Signal Advisors Wealth, LLC | 0.38% | Add +312.9% | 24,256 | $3.3M |
| TruWealth Advisors, LLC | 0.20% | Add +3.1% | 24,253 | $3.3M |
| Y-Intercept (Hong Kong) Ltd | 0.22% | Add +795.2% | 24,232 | $3.3M |
| One Charles Private Wealth Services, LLC | 1.11% | Reduce -1.9% | 24,102 | $3.3M |
| Laraway Financial Advisors Inc | 2.54% | Reduce -0.3% | 24,002 | $3.3M |
| Attessa Capital LLC | 2.24% | — | 23,927 | $3.3M |
| Maxele Advisors, LLC | 3.13% | — | 23,877 | $3.3M |
| Jackson, Grant Investment Advisers, Inc. | 1.26% | Add +0.3% | 23,778 | $3.3M |
| Tiaa Trust, National Association | 0.01% | Add +3.0% | 23,768 | $3.3M |
| Power Wealth Management LLC | 1.35% | New | 23,573 | $3.2M |
| D.A. Davidson & Co. | 0.03% | Reduce -20.7% | 23,185 | $3.2M |
| Laidlaw Wealth Management LLC | 1.38% | Add +2.0% | 23,102 | $3.2M |
| IFG Advisory, LLC | 0.18% | Reduce -16.5% | 22,826 | $3.1M |
| Wealthcare Advisory Partners LLC | 0.09% | Reduce -10.6% | 22,794 | $3.1M |
| Nwam LLC | 0.19% | Add +0.1% | 22,631 | $3.1M |
| Certified Advisory Corp | 0.34% | Add +1.0% | 22,526 | $3.1M |
| CX Institutional | 0.12% | Add +59.1% | 22,522 | $3.1M |
| Ameritas Advisory Services, LLC | 0.11% | Reduce -6.3% | 22,423 | $3.1M |
| Bullseye Investment Management, LLC | 2.14% | New | 22,380 | $3.1M |
| Principal Securities, Inc. | 0.07% | Reduce -4.7% | 22,266 | $3.1M |
| AMG National Trust Bank | 0.08% | Reduce -2.5% | 22,243 | $3.1M |
| Vectors Research Management, LLC | 1.04% | Reduce -38.9% | 22,184 | $3.1M |
| Nelson Capital Management, LLC | 0.51% | Add +1.1% | 22,158 | $3.0M |
| WINTON GROUP Ltd | 0.20% | New | 22,154 | $3.0M |
| EPG Wealth Management LLC | 0.80% | Reduce -0.9% | 22,108 | $3.0M |
| Kovack Advisors, Inc. | 0.30% | Add +17.7% | 22,061 | $3.0M |
| Level Four Advisory Services, LLC | 0.12% | Reduce -8.1% | 22,012 | $3.0M |
| Fluent Financial, LLC | 1.34% | New | 21,993 | $3.0M |
| MontVue Capital Management, Inc. | 2.30% | Reduce -0.3% | 21,889 | $3.0M |
| Darwin Wealth Management, LLC | 1.01% | Reduce -34.8% | 21,873 | $3.0M |
| Herbst Group, LLC | 1.87% | Reduce -3.9% | 21,860 | $3.0M |
| Johnson Investment Counsel Inc. | 0.03% | Add +10.5% | 21,858 | $3.0M |
| Cresta Advisors, Ltd. | 1.57% | No change | 19,488 | $3.0M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 9.83% | No change | 21,608 | $3.0M |
| Westside Investment Management, Inc. | 0.62% | Reduce -0.8% | 21,513 | $3.0M |
| CIBC Private Wealth Group LLC | 0.01% | Add +6.1% | 21,066 | $3.0M |
| Cabana LLC | 14.61% | Add +27.9% | 21,457 | $3.0M |
| MTM Investment Management, LLC | 1.13% | Add +0.1% | 21,398 | $2.9M |
| Moloney Securities Asset Management, LLC | 0.39% | Reduce -0.6% | 21,122 | $2.9M |
| Joseph P. Lucia & Associates, LLC | 1.29% | Reduce -1.3% | 21,082 | $2.9M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.08% | Reduce -11.9% | 20,924 | $2.9M |
| Bank of Marin | 2.28% | Reduce -0.9% | 20,906 | $2.9M |
| Badgley Phelps Wealth Managers, LLC | 0.07% | Reduce -2.0% | 20,875 | $2.9M |
| First National Bank of Hutchinson | 1.73% | No change | 20,845 | $2.9M |
| NewEdge Wealth, LLC | 0.05% | Reduce -3.6% | 20,782 | $2.9M |
| ABLE Financial Group, LLC | 0.84% | Add +5.2% | 20,650 | $2.8M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Reduce -87.2% | 20,663 | $2.8M |
| Dodds Wealth, LLC | 0.91% | Reduce -3.9% | 19,854 | $2.8M |
| Providence First Trust Co | 1.06% | Reduce -1.9% | 20,461 | $2.8M |
| Wilmington Savings Fund Society, FSB | 0.05% | Reduce -78.2% | 20,419 | $2.8M |
| Advisors Capital Management, LLC | 0.04% | Add +527.8% | 20,416 | $2.8M |
| Strategy Asset Managers LLC | 0.54% | Reduce -1.6% | 20,258 | $2.8M |
| Interactive Financial Advisors, Inc. | 1.45% | Add +4.1% | 20,136 | $2.8M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | No change | 20,117 | $2.8M |
| AdvisorShares Investments LLC | 0.53% | Add +101.4% | 20,096 | $2.8M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -2.8% | 20,073 | $2.8M |
| Bramshill Investments, LLC | 0.43% | Reduce -18.5% | 20,000 | $2.8M |
| Principle Wealth Partners LLC | 0.19% | Reduce -4.7% | 19,973 | $2.7M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -1.0% | 19,933 | $2.7M |
| Insigneo Advisory Services, LLC | 0.28% | Add +37.9% | 19,909 | $2.7M |
| HB Wealth Management, LLC | 0.03% | Reduce -3.8% | 19,883 | $2.7M |
| Magnolia Capital Management Ltd. | 2.17% | Reduce -1.8% | 19,879 | $2.7M |
| Quotient Wealth Partners, LLC | 0.09% | Reduce -27.2% | 19,879 | $2.7M |
| Tandem Investment Partners LLC | 2.62% | — | 19,865 | $2.7M |
| Palumbo Wealth Management LLC | 1.02% | Add +99.5% | 19,849 | $2.7M |
| FIL Ltd | 0.00% | Add +7.0% | 19,785 | $2.7M |
| Richard W. Paul & Associates, LLC | 0.99% | Reduce -1.8% | 19,767 | $2.7M |
| Fairvoy Private Wealth, LLC | 0.72% | — | 19,727 | $2.7M |
| JFS Wealth Advisors, LLC | 0.18% | Reduce -13.1% | 19,632 | $2.7M |
| Nations Financial Group Inc, /Ia/ | 0.20% | Reduce -1.1% | 19,595 | $2.7M |
| PCG Asset Management, LLC | 2.35% | — | 19,504 | $2.7M |
| Wedbush Securities Inc. | 0.10% | Reduce -14.4% | 19,448 | $2.7M |
| Envision Financial Planning, LLC | 1.38% | Add +13.6% | 19,411 | $2.7M |
| Circle Wealth Management, LLC | 0.06% | Reduce -11.5% | 19,395 | $2.7M |
| Zullo Investment Group, Inc. | 1.07% | Reduce -0.6% | 19,334 | $2.7M |
| Horizon Financial Services, LLC | 1.49% | Add +82.8% | 19,208 | $2.6M |
| Grassi Investment Management | 0.23% | Reduce -0.9% | 19,158 | $2.6M |
| Knollwood Investment Advisory, LLC | 0.27% | No change | 18,830 | $2.6M |
| Jacobi Capital Management LLC | 0.19% | Add +3.6% | 18,824 | $2.6M |
| Regal Investment Advisors LLC | 0.19% | Reduce -6.5% | 18,820 | $2.6M |
| Chesapeake Wealth Management | 0.89% | Reduce -3.7% | 18,777 | $2.6M |
| Marion Wealth Management | 0.68% | Add +3.5% | 18,772 | $2.6M |
| Manhattan West Asset Management, LLC | 0.70% | Add +50.4% | 18,763 | $2.6M |
| Money Concepts Capital Corp. | 0.19% | Reduce -5.6% | 18,751 | $2.6M |
| Alpha Cubed Investments, LLC | 0.12% | Add +423.4% | 18,708 | $2.6M |
| Everstar Asset Management, LLC | 1.81% | Reduce -0.8% | 18,645 | $2.6M |
| Meridian Investment Counsel Inc. | 0.77% | No change | 18,640 | $2.6M |
| Synovus Financial Corp. | 0.03% | Reduce -18.0% | 18,615 | $2.6M |
| Columbus Macro, LLC | 0.36% | Add +416.5% | 18,609 | $2.6M |
| Soltis Investment Advisors LLC | 0.24% | Add +27.7% | 18,591 | $2.6M |
| Sandy Spring Bank | 0.10% | Add +0.3% | 18,549 | $2.6M |
| CreativeOne Wealth, LLC | 0.08% | Add +14.5% | 18,539 | $2.6M |
| Calton & Associates, Inc. | 1.12% | Add +13.1% | 18,464 | $2.5M |
| HBW Advisory Services LLC | 0.26% | Reduce -5.3% | 18,297 | $2.5M |
| Boltwood Capital Management | 0.76% | Reduce -0.6% | 18,221 | $2.5M |
| Clear Creek Financial Management, LLC | 0.27% | Reduce -4.1% | 18,165 | $2.5M |
| Moulton Wealth Management, Inc. | 1.91% | Reduce -29.5% | 18,070 | $2.5M |
| Retirement Planning Group, LLC | 0.12% | Reduce -61.2% | 18,003 | $2.5M |
| Sierra Capital LLC | 0.29% | No change | 17,911 | $2.5M |
| Weatherly Asset Management L. P. | 0.22% | No change | 17,887 | $2.5M |
| Sfmg, LLC | 0.19% | Reduce -2.7% | 17,801 | $2.4M |
| Amarillo National Bank | 0.45% | No change | 17,787 | $2.4M |
| Massachusetts Wealth Management | 1.51% | Add +8.3% | 17,781 | $2.4M |
| Stonebridge Financial Planning Group, LLC | 1.08% | Reduce -6.7% | 17,566 | $2.4M |
| CoreCap Advisors, LLC | 0.11% | Reduce -49.6% | 17,497 | $2.4M |
| RiverGlades Family Offices LLC | 1.70% | Add +4.4% | 17,316 | $2.4M |
| WASHINGTON TRUST Co | 0.09% | Reduce -20.4% | 17,255 | $2.4M |
| One Day In July LLC | 0.25% | Reduce -0.6% | 17,168 | $2.4M |
| Capitol Family Office, Inc. | 3.14% | Reduce -17.2% | 17,096 | $2.4M |
| Csenge Advisory Group | 0.13% | Reduce -77.8% | 17,042 | $2.3M |
| Rye Brook Capital LLC | 2.80% | Reduce -41.2% | 17,000 | $2.3M |
| Crestwood Advisors Group, LLC | 0.04% | Add +7.3% | 16,920 | $2.3M |
| Butensky & Cohen Financial Security, Inc. | 0.73% | Add +5.2% | 16,858 | $2.3M |
| Rehmann Capital Advisory Group | 0.15% | Add +2.0% | 16,821 | $2.3M |
| Private Portfolio Partners LLC | 0.42% | Add +2.5% | 16,786 | $2.3M |
| Moneco Advisors, LLC | 0.24% | Add +28.9% | 16,734 | $2.3M |
| Fisher Asset Management | 0.00% | Add +55.1% | 16,721 | $2.3M |
| Apollon Wealth Management, LLC | 0.05% | Add +9.5% | 16,677 | $2.3M |
| Avalon Trust Co | 0.16% | Reduce -0.2% | 16,661 | $2.3M |
| Crews Bank & Trust | 0.39% | — | 16,644 | $2.3M |
| Ellis Investment Partners, LLC | 0.45% | Reduce -3.7% | 16,577 | $2.3M |
| Larson Financial Group LLC | 0.12% | Reduce -50.1% | 16,319 | $2.2M |
| Capital Planning Advisors, LLC | 0.35% | Reduce -65.7% | 16,260 | $2.2M |
| Berger Financial Group, Inc | 0.15% | Reduce -6.2% | 16,257 | $2.2M |
| Fagan Associates, Inc. | 0.35% | Add +1.4% | 16,239 | $2.2M |
| McGuire Investment Group, LLC | 0.32% | Add +1.6% | 16,232 | $2.2M |
| Koshinski Asset Management, Inc. | 0.19% | Reduce -2.9% | 16,049 | $2.2M |
| Windsor Capital Management, LLC | 0.65% | Reduce -1.3% | 15,960 | $2.2M |
| WealthPLAN Partners, LLC | 0.31% | Add +0.9% | 15,919 | $2.2M |
| Salem Investment Counselors Inc. | 0.07% | Reduce -22.3% | 15,800 | $2.2M |
| Diversify Advisory Services, LLC | 0.12% | Reduce -42.7% | 15,537 | $2.2M |
| Capstone Investment Advisors, LLC | 0.03% | Add +39.3% | 15,763 | $2.2M |
| Kanawha Capital Management LLC | 0.17% | Reduce -0.9% | 15,702 | $2.2M |
| Ieq Capital, LLC | 0.02% | Reduce -0.7% | 15,693 | $2.2M |
| Wilson & Boucher Capital Management, LLC | 1.53% | Add +1.5% | 15,664 | $2.2M |
| Performance Wealth Partners, LLC | 0.07% | Add +0.8% | 15,654 | $2.2M |
| Proffitt & Goodson Inc. | 0.35% | Reduce -5.5% | 15,528 | $2.1M |
| ARS Investment Partners, LLC | 0.19% | Add +3.9% | 15,481 | $2.1M |
| Peterson Wealth Management | 1.26% | Add +11.4% | 15,371 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -52.6% | 15,350 | $2.1M |
| Quadrature Capital Ltd | 0.04% | New | 15,346 | $2.1M |
| Citizens Financial Group Inc. | 0.04% | Add +8.0% | 15,336 | $2.1M |
| Pinnacle Wealth Management Group, Inc. | 1.31% | Add +8.7% | 15,324 | $2.1M |
| Access Financial Services, Inc. | 0.94% | Reduce -4.0% | 15,285 | $2.1M |
| Strategic Blueprint, LLC | 0.13% | Add +3.5% | 15,281 | $2.1M |
| International Assets Investment Management, LLC | 0.18% | New | 15,210 | $2.1M |
| Colonial River Investments, LLC | 1.01% | Reduce -0.3% | 15,204 | $2.1M |
| Mgo One Seven LLC | 0.08% | Add +2.1% | 15,154 | $2.1M |
| Montecito Bank & Trust | 0.36% | Reduce -4.0% | 15,128 | $2.1M |
| Blue Chip Partners, LLC | 0.18% | Add +111.1% | 15,104 | $2.1M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -1.6% | 15,090 | $2.1M |
| Axxcess Wealth Management, LLC | 0.05% | Reduce -43.2% | 15,061 | $2.1M |
| MBA Advisors LLC | 1.05% | Reduce -1.5% | 15,055 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.9% | 15,042 | $2.1M |
| Intrepid Financial Planning Group LLC | 0.87% | Reduce -2.8% | 15,008 | $2.1M |
| Colony Family Offices, LLC | 0.65% | No change | 15,002 | $2.1M |
| Capital Investment Counsel, Inc | 0.31% | Reduce -4.3% | 14,978 | $2.1M |
| Creative Financial Designs Inc. | 0.17% | Add +3.6% | 14,881 | $2.0M |
| Sand Hill Global Advisors, LLC | 0.09% | Reduce -0.3% | 14,792 | $2.0M |
| Verus Capital Partners, LLC | 0.19% | Reduce -27.1% | 14,828 | $2.0M |
| New Wave Wealth Advisors LLC | 0.83% | Reduce -12.7% | 14,721 | $2.0M |
| Bessemer Group Inc. | 0.00% | Reduce -99.1% | 14,686 | $2.0M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.76% | Add +1.0% | 14,527 | $2.0M |
| Leuthold Group, LLC | 0.24% | Reduce -51.7% | 14,322 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +13.1% | 14,253 | $2.0M |
| Pictet North America Advisors SA | 0.19% | Reduce -73.3% | 14,231 | $2.0M |
| Transamerica Financial Advisors, LLC | 0.19% | Reduce -48.3% | 14,209 | $2.0M |
| Ashton Thomas Securities, LLC | 0.54% | Add +16.6% | 14,164 | $1.9M |
| PFG Investments, LLC | 0.12% | Add +45.9% | 14,144 | $1.9M |
| Perennial Investment Advisors, LLC | 0.23% | Reduce -5.7% | 14,127 | $1.9M |
| German American Bancorp, Inc. | 0.20% | Add +248.6% | 14,124 | $1.9M |
| Donald L. Hagan, LLC | 1.01% | Reduce -27.6% | 14,104 | $1.9M |
| Jackson Hole Capital Partners, LLC | 0.39% | Add +0.0% | 13,950 | $1.9M |
| Adamsbrown Wealth Consultants LLC | 0.65% | Reduce -64.0% | 13,943 | $1.9M |
| AE Wealth Management LLC | 0.02% | Add +17.3% | 13,846 | $1.9M |
| Bryn Mawr Trust Advisors, LLC | 0.10% | Reduce -1.4% | 13,775 | $1.9M |
| Clarus Wealth Advisors | 0.94% | Reduce -11.1% | 13,330 | $1.9M |
| Purus Wealth Management, LLC | 0.74% | Add +16.9% | 13,677 | $1.9M |
| Quattro Financial Advisors LLC | 0.48% | No change | 13,186 | $1.9M |
| Concentrum Wealth Management | 0.66% | Reduce -1.2% | 13,563 | $1.9M |
| Summit Global Investments | 0.12% | New | 13,542 | $1.9M |
| Northstar Advisory Group, LLC | 0.94% | Reduce -60.0% | 13,488 | $1.9M |
| Tsfg, LLC | 0.38% | Reduce -1.6% | 13,459 | $1.9M |
| Caprock Group, LLC | 0.06% | Reduce -2.6% | 13,389 | $1.8M |
| Cushing Capital Partners, LLC | 1.77% | — | 13,332 | $1.8M |
| Kingstone Capital Partners Texas, LLC | 1.47% | — | 13,137 | $1.8M |
| First Bancorp, Inc | 1.23% | No change | 13,060 | $1.8M |
| Highland Capital Management, LLC | 0.10% | Reduce -1.9% | 13,042 | $1.8M |
| CWC Advisors, LLC. | 1.78% | Add +3.9% | 12,996 | $1.8M |
| Okabena Investment Services Inc. | 0.49% | Add +8.0% | 12,945 | $1.8M |
| Founders Grove Wealth Partners, LLC | 0.51% | — | 12,921 | $1.8M |
| Regions Financial Corp. | 0.01% | Reduce -4.0% | 12,801 | $1.8M |
| Berkeley Capital Partners, LLC | 0.48% | Add +105.2% | 12,629 | $1.7M |
| St. Johns Investment Management Company, LLC | 0.80% | Reduce -1.0% | 12,526 | $1.7M |
| Evoke Wealth, LLC | 0.05% | Reduce -1.6% | 12,482 | $1.7M |
| Future Financial Wealth Managment LLC | 1.26% | Add +5.3% | 12,481 | $1.7M |
| Crumly & Associates Inc. | 0.47% | Reduce -2.3% | 12,463 | $1.7M |
| AlphaQ Advisors LLC | 4.68% | Add +0.4% | 12,442 | $1.7M |
| Householder Group Estate & Retirement Specialist, LLC | 1.27% | Reduce -28.8% | 12,400 | $1.7M |
| Apollon Financial, LLC | 0.42% | Reduce -8.1% | 12,357 | $1.7M |
| Procyon Advisors, LLC | 0.11% | Reduce -54.0% | 12,306 | $1.7M |
| Tyler-Stone Wealth Management | 0.30% | Add +3.6% | 12,292 | $1.7M |
| SMART Wealth LLC | 0.60% | Reduce -17.3% | 12,271 | $1.7M |
| Advisory Resource Group | 0.36% | Add +9.2% | 12,247 | $1.7M |
| Fernwood Investment Management, LLC | 0.59% | No change | 12,233 | $1.7M |
| LMCG Investments, LLC | 0.10% | Add +18.3% | 12,160 | $1.7M |
| Brown Advisory Inc. | 0.00% | Reduce -4.2% | 12,152 | $1.7M |
| M3 Advisory Group, LLC | 1.20% | Reduce -1.3% | 12,145 | $1.7M |
| Crew Capital Management, Ltd | 1.38% | Reduce -5.7% | 12,055 | $1.7M |
| 1834 Investment Advisors Co. | 0.21% | Reduce -3.6% | 12,055 | $1.7M |
| WP Advisors, LLC | 0.55% | Reduce -0.4% | 12,000 | $1.7M |
| Spirepoint Private Client, LLC | 0.21% | Add +4.3% | 11,932 | $1.6M |
| Ranch Capital Advisors Inc. | 0.78% | Add +5.5% | 11,926 | $1.6M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -5.9% | 11,925 | $1.6M |
| Rwa Wealth Partners, LLC | 0.02% | Add +62.2% | 11,905 | $1.6M |
| Altfest L J & Co. Inc. | 0.21% | Add +75.4% | 11,881 | $1.6M |
| Advyzon Investment Management, LLC | 0.63% | — | 11,826 | $1.6M |
| Midwest Financial Network, LLC | 1.67% | — | 11,699 | $1.6M |
| Marcum Wealth, LLC | 0.14% | Add +9.1% | 11,664 | $1.6M |
| CTC Alternative Strategies, Ltd. | 2.08% | Add +97.5% | 11,650 | $1.6M |
| GPS Wealth Strategies Group, LLC | 0.20% | Reduce -5.4% | 11,609 | $1.6M |
| Pine Valley Investments Ltd Liability Co | 0.10% | Reduce -14.9% | 11,574 | $1.6M |
| Legacy Financial Strategies, LLC | 0.34% | Reduce -5.4% | 11,570 | $1.6M |
| Realta Investment Advisors | 0.65% | Reduce -26.8% | 11,378 | $1.6M |
| Redwood Financial Network Corp | 1.17% | Add +8.4% | 11,454 | $1.6M |
| Union Bancaire Privee, UBP SA | 0.03% | — | 11,413 | $1.6M |
| Beta Wealth Group, Inc. | 0.69% | New | 11,400 | $1.6M |
| Man Group plc | 0.00% | Add +1479.3% | 11,387 | $1.6M |
| V2 Financial group LLC | 0.95% | Add +0.0% | 11,352 | $1.6M |
| Glass Jacobson Investment Advisors llc | 0.51% | Reduce -2.2% | 11,259 | $1.5M |
| CMG Global Holdings, LLC | 0.85% | Add +17.2% | 10,883 | $1.5M |
| Wealthedge Investment Advisors, LLC | 0.70% | — | 11,228 | $1.5M |
| American Institute for Advanced Investment Management, LLP | 1.14% | Reduce -19.1% | 11,159 | $1.5M |
| Waldron Private Wealth LLC | 0.06% | Reduce -0.7% | 11,155 | $1.5M |
| RMR Wealth Builders | 0.16% | Reduce -5.7% | 11,154 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -80.0% | 11,145 | $1.5M |
| Clearstead Trust, LLC | 0.33% | Add +3.5% | 11,129 | $1.5M |
| Forbes Financial Planning, Inc. | 0.74% | Reduce -59.3% | 11,109 | $1.5M |
| Advisors Management Group Inc. | 0.36% | Add +20.5% | 11,071 | $1.5M |
| Aptus Capital Advisors, LLC | 0.02% | Add +45.3% | 11,033 | $1.5M |
| Prospect Financial Services LLC | 0.83% | Add +42.1% | 10,993 | $1.5M |
| Glenview Trust Co | 0.03% | Reduce -1.3% | 10,978 | $1.5M |
| Abound Financial, LLC | 0.76% | — | 10,944 | $1.5M |
| WealthBridge Capital Management, LLC | 0.41% | Reduce -12.8% | 10,839 | $1.5M |
| Townsquare Capital LLC | 0.02% | Reduce -2.1% | 10,819 | $1.5M |
| SeaBridge Investment Advisors LLC | 0.31% | New | 10,799 | $1.5M |
| Paragon Capital Management Inc. | 1.16% | Reduce -1.7% | 10,770 | $1.5M |
| Journey Strategic Wealth LLC | 0.06% | Reduce -23.9% | 10,704 | $1.5M |
| Diligent Investors, LLC | 0.34% | Add +3.2% | 10,687 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -11.3% | 10,675 | $1.5M |
| Chemistry Wealth Management LLC | 0.34% | Reduce -8.2% | 10,673 | $1.5M |
| Byrne Financial Freedom, LLC | 0.65% | — | 10,621 | $1.5M |
| Atticus Wealth Management, LLC | 0.45% | Reduce -0.2% | 10,570 | $1.5M |
| MA Private Wealth | 0.27% | Reduce -7.9% | 10,570 | $1.5M |
| Trifecta Capital Advisors, LLC | 0.29% | Add +8.5% | 10,547 | $1.5M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +7.2% | 10,523 | $1.4M |
| Choreo, LLC | 0.02% | Add +0.8% | 10,530 | $1.4M |
| Ategra Capital Management, LLC | 0.97% | New | 10,500 | $1.4M |
| CI Investments Inc. | 0.01% | New | 10,500 | $1.4M |
| Avior Wealth Management, LLC | 0.05% | Reduce -13.0% | 10,493 | $1.4M |
| Cornerstone National Bank & Trust Co | 0.66% | Add +15.4% | 10,482 | $1.4M |
| Cranbrook Wealth Management, LLC | 0.33% | Add +3.6% | 10,452 | $1.4M |
| Smith, Moore & Co. | 0.13% | Add +2.7% | 10,424 | $1.4M |
| Stonebridge Financial Group, LLC | 0.16% | — | 10,381 | $1.4M |
| Sage Capital Management, LLC | 0.72% | Reduce -11.9% | 10,331 | $1.4M |
| Hudock, Inc. | 0.25% | Add +1.0% | 10,330 | $1.4M |
| McAdam, LLC | 0.08% | Reduce -1.3% | 10,157 | $1.4M |
| 4WEALTH Advisors, Inc. | 1.43% | — | 10,132 | $1.4M |
| Lodestar Private Asset Management LLC | 0.17% | Add +0.2% | 10,132 | $1.4M |
| Thomasville National Bank | 0.10% | No change | 10,110 | $1.4M |
| Pacific Wealth Strategies Group, Inc. | 0.96% | Add +28.1% | 10,027 | $1.4M |
| BLB&B Advisors, LLC | 0.07% | New | 10,008 | $1.4M |
| Selway Asset Management | 0.54% | Reduce -1.1% | 9,980 | $1.4M |
| Central Bank & Trust Co. | 0.21% | Add +8.0% | 9,938 | $1.4M |
| Whittier Trust Co. | 0.02% | Add +0.5% | 9,882 | $1.4M |
| FNY Investment Advisers, LLC | 0.71% | New | 9,855 | $1.4M |
| Cypress Capital Group | 0.17% | Reduce -28.3% | 9,826 | $1.4M |
| Silver Oak Securities, Incorporated | 0.12% | Reduce -40.1% | 9,788 | $1.3M |
| Legacy Advisors, LLC | 0.13% | Add +1.9% | 9,762 | $1.3M |
| Plimoth Trust Co. LLC | 0.34% | Reduce -3.7% | 9,706 | $1.3M |
| Hillcrest Wealth Advisors - NY, LLC | 0.63% | No change | 9,700 | $1.3M |
| Brighton Jones LLC | 0.04% | Add +25.8% | 9,662 | $1.3M |
| Signet Financial Management, LLC | 0.17% | Add +146.2% | 9,527 | $1.3M |
| Acima Private Wealth, LLC | 0.44% | No change | 9,515 | $1.3M |
| Absolute Capital Management, LLC | 0.72% | Reduce -3.9% | 9,485 | $1.3M |
| Private Trust Co. NA | 0.13% | Reduce -15.2% | 9,400 | $1.3M |
| Birchbrook, Inc. | 0.73% | Reduce -2.3% | 9,324 | $1.3M |
| City Center Advisors, LLC | 1.44% | Add +9.8% | 9,313 | $1.3M |
| Point Windward Advisors Inc. | 0.48% | Add +5.5% | 9,300 | $1.3M |
| Smith Salley Wealth Management | 0.08% | Add +0.7% | 9,276 | $1.3M |
| Foguth Wealth Management, LLC. | 0.33% | Add +57.4% | 8,810 | $1.3M |
| Phillips Wealth Planners LLC | 1.27% | Add +14.8% | 9,087 | $1.3M |
| Birinyi Associates Inc. | 0.35% | Add +0.0% | 9,210 | $1.3M |
| Vantage Financial Partners, LLC | 0.32% | Reduce -21.8% | 9,209 | $1.3M |
| Roman Butler Fullerton & Co. | 0.40% | Add +0.1% | 8,586 | $1.3M |
| Roberts Wealth Advisors, LLC | 0.38% | Reduce -21.6% | 8,991 | $1.3M |
| Wellington Management Group LLP | 0.00% | Reduce -8.6% | 9,137 | $1.3M |
| Capital Management Associates | 1.47% | No change | 9,099 | $1.3M |
| Ingalls & Snyder LLC | 0.05% | Add +0.3% | 9,054 | $1.2M |
| Consolidated Portfolio Review Corp | 0.20% | Reduce -2.7% | 9,034 | $1.2M |
| Stablepoint Partners, LLC | 0.23% | New | 9,002 | $1.2M |
| Abbot Financial Management, Inc. | 0.61% | Reduce -1.1% | 8,970 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -6.0% | 8,819 | $1.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -49.1% | 8,809 | $1.2M |
| Arrow Financial Corp | 0.11% | Reduce -3.7% | 8,748 | $1.2M |
| SOL Capital Management CO | 0.13% | Add +4.5% | 8,739 | $1.2M |
| Flywheel Private Wealth LLC | 1.10% | — | 8,733 | $1.2M |
| Fulcrum Capital LLC | 0.25% | No change | 8,700 | $1.2M |
| FRG Family Wealth Advisors LLC | 0.22% | No change | 8,637 | $1.2M |
| Objective Capital Management, LLC | 0.79% | Reduce -15.9% | 8,637 | $1.2M |
| Lindbrook Capital, LLC | 0.11% | Add +0.2% | 8,589 | $1.2M |
| Forefront Wealth Partners, LLC | 0.88% | — | 8,580 | $1.2M |
| Nova Wealth Management, Inc. | 1.02% | — | 8,520 | $1.2M |
| Activest Wealth Management | 0.33% | Reduce -41.9% | 8,519 | $1.2M |
| Curated Wealth Partners LLC | 0.13% | Reduce -3.0% | 8,500 | $1.2M |
| Modern Wealth Management, LLC | 0.04% | Add +275.4% | 8,481 | $1.2M |
| Bristlecone Advisors, LLC | 0.09% | No change | 8,425 | $1.2M |
| Medallion Wealth Advisors, LLC | 0.57% | — | 8,397 | $1.2M |
| Freestone Capital Holdings, LLC | 0.04% | Add +31.5% | 8,389 | $1.2M |
| Tidemark, LLC | 0.44% | Reduce -8.1% | 8,388 | $1.2M |
| Keel Point, LLC | 0.09% | Reduce -0.8% | 8,377 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Add +3.1% | 8,282 | $1.1M |
| Ring Mountain Capital, LLC | 0.76% | — | 8,251 | $1.1M |
| Gallagher Fiduciary Advisors, LLC | 0.22% | Add +13.6% | 8,218 | $1.1M |
| OneAscent Financial Services LLC | 0.10% | New | 8,209 | $1.1M |
| Mezzasalma Advisors, LLC | 0.36% | New | 8,182 | $1.1M |
| Davis R M Inc. | 0.02% | Add +11.3% | 8,177 | $1.1M |
| NBT Bank, N.A. | 0.08% | Reduce -7.2% | 8,172 | $1.1M |
| LCNB Corp. | 0.41% | No change | 8,130 | $1.1M |
| Rockland Trust Co. | 0.06% | Add +25.6% | 8,129 | $1.1M |
| LBMC Investment Advisors, LLC | 0.09% | No change | 8,122 | $1.1M |
| Chatham Capital Group, Inc. | 0.18% | Reduce -7.4% | 8,090 | $1.1M |
| Concentric Capital Strategies, LP | 0.07% | Reduce -89.7% | 8,090 | $1.1M |
| Rovin Capital /Ut/ | 0.40% | Add +4.6% | 8,080 | $1.1M |
| Ipsen Advisor Group LLC | 0.95% | — | 8,065 | $1.1M |
| First International Bank & Trust | 0.36% | No change | 8,025 | $1.1M |
| Equitable Trust Co. | 0.06% | New | 8,006 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.16% | Reduce -7.4% | 8,005 | $1.1M |
| Clearstead Advisors, LLC | 0.02% | Reduce -5.3% | 7,954 | $1.1M |
| Empowered Funds, LLC | 0.02% | New | 7,952 | $1.1M |
| Bailard, Inc. | 0.03% | Add +1.5% | 7,928 | $1.1M |
| Gateway Wealth Partners, LLC | 0.28% | Add +217.4% | 7,916 | $1.1M |
| Golden State Wealth Management, LLC | 0.16% | — | 7,887 | $1.1M |
| Compound Planning, Inc. | 0.05% | Add +5.4% | 7,865 | $1.1M |
| Trilogy Capital Inc. | 0.06% | Reduce -86.9% | 7,851 | $1.1M |
| Country Club Bank | 0.07% | Add +36.4% | 7,867 | $1.1M |
| Savant Capital, LLC | 0.01% | Add +111.0% | 7,829 | $1.1M |
| Key Client Fiduciary Advisors, LLC | 0.48% | Add +0.5% | 7,791 | $1.1M |
| Bowman & Co S.C. | 0.56% | New | 7,789 | $1.1M |
| Alta Wealth Advisors LLC | 0.47% | Reduce -7.6% | 7,751 | $1.1M |
| Morton Community Bank | 0.28% | Add +33.1% | 7,736 | $1.1M |
| FineMark National Bank & Trust | 0.04% | No change | 7,727 | $1.1M |
| First National Trust Co | 0.04% | Reduce -7.1% | 7,687 | $1.1M |
| Ally Invest Advisors Inc. | 0.09% | Add +12.8% | 7,633 | $1.1M |
| LVM Capital Management Ltd. | 0.11% | Add +9.1% | 7,622 | $1.0M |
| Flow Traders U.S. LLC | 0.04% | Reduce -46.2% | 7,619 | $1.0M |
| Lokken Investment Group LLC | 0.45% | Add +0.9% | 7,615 | $1.0M |
| Crestline Management, L.P. | 0.04% | New | 7,604 | $1.0M |
| Debussy Capital Management LP | 0.16% | Add +1.5% | 7,088 | $1.0M |
| Encompass More Asset Management | 0.35% | Reduce -43.3% | 7,596 | $1.0M |
| Narus Financial Partners, LLC | 0.35% | Reduce -5.3% | 7,583 | $1.0M |
| Pinnacle Financial Partners Inc | 0.02% | Reduce -0.0% | 7,211 | $1.0M |
| Diversify Wealth Management, LLC | 0.08% | New | 7,408 | $1.0M |
| Saiph Capital, LLC | 0.46% | Add +11.4% | 7,417 | $1.0M |
| SVB Wealth LLC | 0.02% | New | 7,412 | $1.0M |
| Forum Financial Management, LP | 0.02% | Reduce -0.4% | 7,407 | $1.0M |
| Edgestream Partners, L.P. | 0.04% | Reduce -62.3% | 7,402 | $1.0M |
| Stonebrook Private Inc. | 0.27% | Add +29.7% | 7,365 | $1.0M |
| Transform Wealth, LLC | 0.06% | Reduce -4.9% | 7,364 | $1.0M |
| Global Financial Private Client, LLC | 0.38% | Add +3.9% | 7,360 | $1.0M |
| Heartwood Wealth Advisors LLC | 0.11% | Reduce -1.5% | 7,354 | $1.0M |
| Cypress Capital Management LLC (WY) | 1.16% | Reduce -24.9% | 7,346 | $1.0M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +6.0% | 7,305 | $1.0M |
| Wealthgarden F.S. LLC | 0.94% | Reduce -11.2% | 7,292 | $1.0M |
| Ledyard National Bank | 0.09% | Reduce -0.9% | 7,281 | $1.0M |
| Kelly Financial Group LLC | 0.36% | — | 7,260 | $999K |
| Aberdeen Wealth Management LLC | 0.68% | Reduce -2.0% | 7,246 | $997K |
| Talon Private Wealth, LLC | 0.21% | Add +171.1% | 7,213 | $992K |
| Vontobel Holding Ltd. | 0.00% | Reduce -36.3% | 7,212 | $992K |
| Strategic Financial Concepts, LLC | 0.19% | Add +114.2% | 7,210 | $992K |
| Compagnie Lombard Odier SCmA | 0.01% | Add +107.8% | 7,200 | $991K |
| Cladis Investment Advisory, LLC | 0.70% | Add +26.0% | 7,195 | $990K |
| Fulcrum Equity Management | 0.97% | Reduce -9.6% | 7,134 | $981K |
| Keystone Financial Group | 0.10% | Add +0.0% | 7,120 | $980K |
| Schmidt P J Investment Management Inc. | 0.17% | Reduce -21.1% | 7,021 | $966K |
| Lynx Investment Advisory | 0.66% | Add +12.2% | 7,009 | $964K |
| Delta Capital Management LLC | 0.56% | New | 7,000 | $963K |
| Kagan Cocozza Asset Management | 0.80% | — | 6,963 | $958K |
| Dearborn Partners LLC | 0.04% | Add +12.8% | 6,963 | $958K |
| Exencial Wealth Advisors, LLC | 0.04% | Reduce -8.9% | 6,961 | $958K |
| Greenwood Capital Associates LLC | 0.12% | Reduce -23.7% | 6,941 | $955K |
| True Vision MN LLC | 0.57% | New | 6,933 | $954K |
| Elm Partners Management LLC | 0.07% | Add +45.7% | 6,932 | $954K |
| Mosley Wealth Management | 0.59% | Add +24.2% | 6,529 | $951K |
| Claro Advisors Inc. | 0.13% | Reduce -40.8% | 6,872 | $945K |
| Marco Investment Management LLC | 0.08% | Reduce -26.6% | 6,860 | $944K |
| CWA Asset Management Group, LLC | 0.05% | Add +231.1% | 6,851 | $943K |
| Midwest Financial Group LLC | 0.54% | Reduce -1.3% | 6,798 | $935K |
| Eastern Bank | 0.02% | Add +11.9% | 6,791 | $934K |
| Roble, Belko & Company, Inc | 0.15% | Reduce -0.5% | 6,775 | $932K |
| Tradition Wealth Management, LLC | 0.08% | Reduce -0.7% | 6,770 | $931K |
| Interchange Capital Partners, LLC | 0.34% | Reduce -13.8% | 6,762 | $930K |
| Valeo Financial Advisors, LLC | 0.03% | Add +5.3% | 6,729 | $926K |
| Camelot Technology Advisors, Inc. | 0.84% | Reduce -20.3% | 6,714 | $924K |
| Berkshire Money Management, Inc. | 0.10% | Reduce -78.7% | 6,705 | $922K |
| Avestar Capital, LLC | 0.08% | Add +4.3% | 6,685 | $920K |
| Ascent Group, LLC | 0.07% | Reduce -22.3% | 6,659 | $916K |
| Geneos Wealth Management Inc. | 0.03% | Add +1.8% | 6,647 | $914K |
| Bokf, NA | 0.02% | No change | 6,541 | $913K |
| Mma Asset Management LLC | 0.40% | Reduce -69.1% | 6,625 | $911K |
| Mackenzie Financial Corp. | 0.00% | Reduce -60.1% | 6,625 | $911K |
| Milestone Asset Management Group, LLC | 0.81% | — | 6,625 | $911K |
| Visionary Wealth Advisors | 0.05% | Reduce -62.9% | 6,568 | $904K |
| Narwhal Capital Management | 0.08% | Reduce -9.7% | 6,555 | $902K |
| Pacific Center for Financial Services | 0.23% | Add +0.0% | 6,505 | $895K |
| Mission Creek Capital Partners, Inc. | 0.19% | Add +0.3% | 6,482 | $892K |
| Jump Financial, LLC | 0.02% | Reduce -89.3% | 6,475 | $891K |
| GM Advisory Group, LLC | 0.05% | Add +11.2% | 6,453 | $888K |
| Sigma Investment Counselors Inc. | 0.05% | Add +40.9% | 6,433 | $885K |
| Moody LYNN Lieberson & Walker, LLC | 0.05% | Reduce -3.6% | 6,421 | $883K |
| MKT Advisors LLC | 0.38% | Add +11.5% | 6,294 | $882K |
| Wesbanco Bank Inc. | 0.03% | Reduce -20.5% | 6,411 | $882K |
| Coordinated Financial Services, Inc. | 0.70% | — | 6,403 | $881K |
| Oxinas Partners, LLC | 0.51% | Reduce -32.4% | 6,380 | $878K |
| Sapient Capital LLC | 0.02% | Add +53.3% | 6,368 | $876K |
| VCI Wealth Management LLC | 0.37% | Add +7.6% | 6,357 | $875K |
| L.M. Kohn & Company | 0.23% | Reduce -4.9% | 6,344 | $873K |
| Beaumont Financial Advisors, LLC | 0.07% | Reduce -10.9% | 6,340 | $872K |
| McHugh Group, LLC | 0.66% | — | 6,322 | $870K |
| Rational Advisors, Inc. | 0.09% | Reduce -3.1% | 6,312 | $868K |
| JSF Financial, LLC | 0.23% | Reduce -88.7% | 6,262 | $861K |
| Carolinas Wealth Consulting LLC | 0.17% | Add +0.1% | 6,253 | $860K |
| Empower Advisory Group, LLC | 0.00% | Add +61.3% | 6,247 | $859K |
| Uptick Partners, LLC | 0.31% | Add +337.3% | 6,245 | $859K |
| Condor Capital Management | 0.08% | Add +4.3% | 6,235 | $858K |
| Sonoma Private Wealth LLC | 1.38% | Add +13.4% | 6,200 | $853K |
| E&G Advisors, LLC | 0.23% | Reduce -0.6% | 6,177 | $850K |
| Channel Wealth LLC | 0.28% | Reduce -9.1% | 6,169 | $849K |
| Wealthspire Retirement, LLC | 0.07% | Reduce -4.9% | 6,148 | $846K |
| Crewe Advisors LLC | 0.12% | Reduce -3.6% | 6,145 | $845K |
| Flputnam Investment Management Co. | 0.02% | Add +41.6% | 6,109 | $840K |
| Voya Financial Advisors, Inc. | 0.09% | Add +8.6% | 6,117 | $839K |
| Pacific Sun Financial Corp | 0.45% | Add +37.0% | 6,064 | $834K |
| Investor's Fiduciary Advisor Network, LLC | 0.32% | — | 6,061 | $833K |
| Comprehensive Wealth Management, LLC | 0.62% | Add +17.8% | 6,021 | $828K |
| Ballentine Partners, LLC | 0.01% | Reduce -3.3% | 6,011 | $827K |
| Laurel Wealth Advisors LLC | 0.13% | Reduce -0.8% | 5,952 | $819K |
| Florida Financial Advisors, LLC | 0.36% | Reduce -32.8% | 5,939 | $817K |
| NTV Asset Management LLC | 0.11% | Add +8.0% | 5,935 | $816K |
| Talisman Wealth Advisors LLC | 0.87% | Add +2.0% | 5,934 | $816K |
| Whalerock Point Partners, LLC | 0.20% | No change | 5,933 | $816K |
| Matthew Goff Investment Advisor, LLC | 0.15% | Add +3.0% | 5,897 | $811K |
| Orleans Capital Management Corp. | 0.45% | Add +39.0% | 5,505 | $804K |
| Johnson Financial Group, Inc. | 0.04% | Add +69.4% | 5,459 | $802K |
| Sherman Asset Management, Inc. | 0.73% | — | 5,827 | $802K |
| Hollencrest Capital Management | 0.03% | Reduce -19.1% | 5,809 | $799K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +9.0% | 5,794 | $797K |
| Grant/GrossMendelsohn, LLC | 0.41% | Reduce -12.4% | 5,744 | $790K |
| Burke & Herbert Bank & Trust Co. | 0.19% | No change | 5,735 | $789K |
| MSH Capital Advisors LLC | 0.25% | Add +155.2% | 5,725 | $788K |
| Watts Gwilliam & Co., LLC | 0.17% | Reduce -0.7% | 5,630 | $787K |
| Strategic Wealth Partners, Ltd. | 0.07% | Add +265.5% | 5,366 | $786K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -1.0% | 5,691 | $783K |
| SouthState Bank Corp | 0.05% | Add +20.8% | 5,674 | $781K |
| Shum Financial Group, Inc. | 0.67% | Reduce -0.3% | 5,658 | $778K |
| Hancock Whitney Corp. | 0.02% | Reduce -9.5% | 5,653 | $778K |
| Quadrant Private Wealth Management, LLC | 0.19% | Add +0.2% | 5,636 | $775K |
| Providence Capital Advisors, LLC | 0.16% | Add +10.0% | 5,600 | $770K |
| Obsidian Cio, LLC | 0.14% | Add +84.0% | 5,598 | $770K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +7.0% | 5,594 | $770K |
| United Bank | 0.33% | New | 5,593 | $769K |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -2.0% | 5,581 | $768K |
| Schorn Wealth LLC | 0.25% | Reduce -38.6% | 5,554 | $764K |
| Patten Group, Inc. | 0.17% | Add +17.2% | 5,553 | $764K |
| Breed's Hill Capital LLC | 0.40% | No change | 5,542 | $762K |
| Allie Family Office LLC | 0.42% | Add +6.1% | 5,512 | $758K |
| QRG Capital Management, Inc. | 0.01% | Reduce -3.4% | 5,511 | $758K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.15% | Add +21.9% | 5,507 | $758K |
| O'ROURKE & COMPANY, Inc | 0.37% | Reduce -5.7% | 5,484 | $754K |
| Navis Wealth Advisors, LLC | 0.82% | Add +0.4% | 5,465 | $752K |
| Burford Brothers, Inc. | 0.37% | Add +14.2% | 5,446 | $749K |
| Focused Wealth Management, Inc | 0.10% | Reduce -92.9% | 5,446 | $749K |
| Pettyjohn, Wood & White, Inc. | 0.14% | Reduce -1.4% | 5,445 | $749K |
| Franklin Resources Inc. | 0.00% | Add +3.0% | 5,406 | $744K |
| Parallel Advisors, LLC | 0.02% | Reduce -40.1% | 5,396 | $742K |
| Sage Capital Advisors,llc | 0.19% | Reduce -0.2% | 5,391 | $742K |
| JTC Employer Solutions Trustee Ltd | 0.05% | No change | 5,400 | $741K |
| Fidelis Capital Partners, LLC | 0.07% | Reduce -30.0% | 5,024 | $741K |
| Heritage Wealth Advisors | 0.04% | Add +5.0% | 5,383 | $741K |
| Aries Wealth Management | 0.20% | Reduce -8.0% | 5,358 | $737K |
| Argent Trust Co | 0.03% | Add +4.7% | 5,341 | $735K |
| Harbor Investment Advisory, LLC | 0.07% | Reduce -6.1% | 5,318 | $732K |
| Bragg Financial Advisors, Inc | 0.03% | Add +46.4% | 5,310 | $730K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +7.4% | 4,803 | $729K |
| First Manhattan Co. Llc. | 0.00% | Add +280.6% | 5,279 | $726K |
| Good Life Advisors, LLC | 0.05% | Reduce -36.0% | 5,267 | $725K |
| Bolthouse Investments, LLC | 0.67% | — | 5,254 | $723K |
| KFA Private Wealth Group, LLC | 0.30% | Add +11.7% | 5,242 | $721K |
| CENTRAL TRUST Co | 0.02% | No change | 5,224 | $719K |
| Strategic Advisors LLC | 0.13% | Reduce -15.4% | 5,162 | $710K |
| Foster Dykema Cabot & Partners, LLC | 0.06% | No change | 5,160 | $710K |
| Empirical Finance, LLC | 0.04% | New | 5,152 | $709K |
| Axecap Investments, LLC | 0.53% | Reduce -1.3% | 5,147 | $708K |
| West Coast Financial LLC | 0.08% | Reduce -0.7% | 5,141 | $707K |
| Financial Insights, Inc. | 0.27% | Add +4.0% | 5,128 | $705K |
| Insight Wealth Partners, LLC | 0.45% | Reduce -6.9% | 5,126 | $705K |
| Arlington Trust Co LLC | 0.15% | Add +7.9% | 5,114 | $704K |
| Clare Market Investments LLC | 0.17% | Add +0.3% | 5,094 | $701K |
| Arrowroot Family Office, LLC | 0.36% | Add +8.2% | 5,013 | $690K |
| Occidental Asset Management, LLC | 0.11% | Reduce -33.4% | 5,003 | $688K |
| Broyhill Asset Management, LLC | 0.61% | — | 5,000 | $688K |
| GAMCO Investors | 0.01% | No change | 5,000 | $688K |
| Shepherd Financial Partners LLC | 0.08% | Add +4.0% | 4,968 | $683K |
| Arete Wealth Advisors, LLC | 0.05% | Add +0.8% | 4,971 | $683K |
| Victory Financial Group, LLC | 0.18% | — | 4,962 | $683K |
| National Philanthropic Trust | 0.01% | Reduce -2.4% | 4,959 | $682K |
| Legacy Wealth Management, LLC | 0.04% | Add +11.0% | 4,953 | $681K |
| Opinicus Capital, Inc. | 0.57% | Reduce -0.4% | 4,908 | $675K |
| Venture Visionary Partners LLC | 0.03% | Reduce -19.0% | 4,898 | $674K |
| Grant Street Asset Management, Inc. | 0.18% | Add +171.6% | 4,881 | $671K |
| Everett Harris & Co. | 0.01% | No change | 4,875 | $671K |
| NorthCoast Asset Management LLC | 0.00% | New | 4,837 | $666K |
| Fiduciary Trust Co | 0.01% | Add +52.3% | 4,826 | $664K |
| Waterloo Capital, L.P. | 0.07% | Reduce -7.3% | 4,819 | $663K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +18.9% | 4,788 | $659K |
| RTD Financial Advisors, Inc. | 0.08% | No change | 4,783 | $658K |
| Intellectus Partners, LLC | 0.15% | Add +1.1% | 4,771 | $656K |
| Adirondack Trust Co. | 0.25% | Reduce -0.5% | 4,766 | $656K |
| Agate Pass Investment Management, LLC | 0.30% | No change | 4,763 | $655K |
| M.E. Allison & Co., Inc. | 0.72% | — | 4,752 | $654K |
| Lake Street Private Wealth, LLC | 0.10% | Reduce -35.9% | 4,686 | $645K |
| LPWM LLC | 0.21% | No change | 4,680 | $644K |
| Strategic Financial Partners, Ltd. | 0.33% | Reduce -16.2% | 4,675 | $643K |
| Investment Advisory Services Inc. /TX | 0.23% | Reduce -14.4% | 4,673 | $643K |
| Sunbelt Securities, Inc. | 0.06% | Add +19.7% | 4,683 | $643K |
| Luminist Capital LLC | 1.13% | — | 4,669 | $642K |
| Balboa Wealth Partners | 0.15% | Reduce -6.3% | 4,654 | $640K |
| Fort Point Capital Partners LLC | 0.07% | Reduce -7.3% | 4,640 | $638K |
| Insight Advisors, LLC/ PA | 0.11% | Reduce -10.2% | 4,646 | $638K |
| Sequent Asset Management, LLC | 0.31% | No change | 4,617 | $635K |
| Meridian Wealth Advisors, LLC | 0.10% | No change | 4,605 | $634K |
| Financial & Tax Architects, LLC | 0.16% | Add +12.3% | 4,604 | $633K |
| Wedmont Private Capital | 0.03% | Add +31.6% | 4,518 | $631K |
| Meridian Financial Advisors, LLC | 0.44% | Add +2.3% | 4,583 | $630K |
| First American Bank | 0.04% | New | 4,575 | $629K |
| Smith Anglin Financial, LLC | 0.06% | Add +10.9% | 4,568 | $628K |
| American National Bank & Trust | 0.07% | Reduce -2.2% | 4,536 | $624K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 4,511 | $621K |
| Horizon Family Wealth, Inc. | 0.41% | Reduce -6.1% | 4,506 | $620K |
| Howe & Rusling Inc. | 0.05% | Reduce -8.1% | 4,500 | $619K |
| Archford Capital Strategies, LLC | 0.09% | Reduce -1.5% | 4,479 | $616K |
| Trust Co. of Oklahoma | 0.20% | Add +56.9% | 4,475 | $616K |
| Chicago Wealth Management, Inc. | 0.32% | Add +3.6% | 4,467 | $615K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -24.3% | 4,467 | $615K |
| Integral Investment Advisors, Inc. | 0.20% | Add +14.6% | 4,457 | $613K |
| tru Independence LLC | 0.19% | Add +0.4% | 4,454 | $613K |
| Biltmore Family Office, LLC | 0.10% | Reduce -1.1% | 4,450 | $612K |
| Clay Northam Wealth Management, LLC | 0.40% | No change | 4,447 | $612K |
| Noesis Capital Mangement Corp. | 0.12% | Reduce -1.7% | 4,445 | $611K |
| Court Place Advisors, LLC | 0.20% | Reduce -9.8% | 4,403 | $606K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -10.2% | 4,402 | $606K |
| NorthRock Partners, LLC | 0.02% | Reduce -30.0% | 4,384 | $603K |
| Mission Wealth Management, LP | 0.01% | Reduce -9.2% | 4,383 | $603K |
| Gilliland Jeter Wealth Management LLC | 0.20% | Add +4.2% | 4,374 | $602K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -16.1% | 4,374 | $602K |
| Pure Financial Advisors, LLC | 0.01% | Add +4.7% | 4,372 | $601K |
| Dynamic Wealth Strategies, LLC | 0.53% | Add +2.5% | 4,352 | $599K |
| FLC Capital Advisors | 0.14% | Add +8.7% | 4,345 | $598K |
| AQR Capital Management | 0.00% | New | 4,332 | $596K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -0.2% | 4,240 | $595K |
| Elk River Wealth Management LLC | 0.11% | Add +7.6% | 4,327 | $595K |
| Sovran Advisors, LLC | 0.08% | — | 4,213 | $590K |
| Heartland Advisors Inc. | 0.03% | New | 4,281 | $589K |
| Shufro Rose & Co. LLC | 0.05% | Reduce -18.8% | 4,274 | $588K |
| San Luis Wealth Advisors LLC | 0.11% | Reduce -3.6% | 4,258 | $586K |
| KKM Financial LLC | 0.24% | No change | 4,242 | $584K |
| Allen Capital Group, LLC | 0.07% | No change | 4,240 | $583K |
| JBR Co Financial Management Inc | 0.35% | Reduce -3.7% | 4,209 | $579K |
| Glen Eagle Advisors, LLC | 0.10% | Reduce -5.5% | 4,204 | $578K |
| Childress Capital Advisors, LLC | 0.16% | No change | 4,199 | $578K |
| Granite Bay Wealth Management, LLC | 0.21% | Add +1.0% | 4,192 | $577K |
| First Pacific Financial | 0.13% | Add +107.3% | 4,188 | $576K |
| W.H. Cornerstone Investments Inc. | 0.38% | New | 4,167 | $573K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +10.9% | 4,150 | $571K |
| Lazard Asset Management LLC | 0.00% | Reduce -50.0% | 4,150 | $570K |
| Financial Partners Group, Inc | 0.08% | Add +0.6% | 4,141 | $570K |
| Regent Peak Wealth Advisors LLC | 0.13% | Add +0.2% | 4,115 | $566K |
| Wealth Advisory Solutions, LLC | 0.16% | Add +2.6% | 4,099 | $564K |
| BCS Wealth Management | 0.14% | Add +0.0% | 4,079 | $561K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +0.3% | 4,065 | $559K |
| SBI Securities Co., Ltd. | 0.02% | — | 4,051 | $557K |
| Verdence Capital Advisors LLC | 0.04% | Add +0.3% | 4,045 | $557K |
| Summit X, LLC | 0.12% | Add +16.9% | 4,044 | $556K |
| Finley Financial, LLC | 0.29% | — | 3,956 | $556K |
| Marks Group Wealth Management, Inc | 0.05% | No change | 4,031 | $555K |
| Collaborative Wealth Managment Inc. | 0.25% | Add +1.5% | 4,029 | $554K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -5.6% | 4,005 | $551K |
| Montag & Caldwell, LLC | 0.12% | Reduce -0.7% | 4,002 | $551K |
| Greenwich Wealth Management LLC | 0.04% | Add +0.9% | 3,980 | $547K |
| RPG Investment Advisory, LLC | 0.07% | Reduce -0.9% | 3,961 | $545K |
| Acorn Financial Advisory Services Inc. | 0.09% | Add +8.9% | 3,960 | $545K |
| Able Wealth Management LLC | 0.36% | Add +11.7% | 3,950 | $543K |
| Waterway Wealth Management, LLC | 0.24% | Reduce -29.3% | 3,950 | $543K |
| Valley Wealth Managers, Inc. | 0.04% | No change | 3,950 | $543K |
| Allen Investment Management, LLC | 0.01% | No change | 3,943 | $542K |
| MGB Wealth Management, LLC | 0.17% | Add +0.0% | 3,939 | $541K |
| Donaldson Capital Management, LLC | 0.02% | Add +35.8% | 3,929 | $541K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +3.9% | 3,885 | $534K |
| Brady Family Wealth, LLC | 0.16% | No change | 3,882 | $534K |
| North Star Investment Management Corp. | 0.04% | Add +91.0% | 3,875 | $533K |
| Institute for Wealth Management, LLC. | 0.07% | Reduce -1.2% | 3,873 | $533K |
| Investment Partners Asset Management, Inc. | 0.42% | Reduce -11.4% | 3,869 | $532K |
| Lynch & Associates | 0.12% | No change | 3,869 | $532K |
| Caldwell Trust Co | 0.06% | Reduce -14.3% | 3,866 | $532K |
| Oxler Private Wealth LLC | 0.17% | Reduce -0.2% | 3,859 | $531K |
| Edge Wealth Management LLC | 0.11% | No change | 3,842 | $529K |
| Helium Advisors LLC | 0.42% | — | 3,833 | $527K |
| Brown, Lisle/Cummings, Inc. | 0.16% | Add +8.5% | 3,828 | $527K |
| Elevatus Welath Management | 0.18% | Add +0.0% | 3,822 | $526K |
| Trust Point Inc. | 0.04% | Add +5.1% | 3,804 | $523K |
| Journey Advisory Group, LLC | 0.06% | No change | 3,580 | $522K |
| University of Texas/Texas Am Investment Management Co. | 0.06% | Reduce -3.8% | 3,788 | $521K |
| Delta Financial Group, Inc. | 0.12% | Add +2.0% | 3,789 | $521K |
| Gsa Capital Partners LLP | 0.04% | New | 3,787 | $521K |
| Chilton Capital Management LLC | 0.02% | Reduce -23.7% | 3,775 | $519K |
| Castleview Partners, LLC | 0.28% | Reduce -40.1% | 3,773 | $519K |
| Global Assets Advisory, LLC | 0.29% | Reduce -0.4% | 3,759 | $517K |
| Pines Wealth Management, LLC | 0.23% | — | 3,704 | $517K |
| TrueWealth Advisors, LLC | 0.17% | Reduce -14.7% | 3,755 | $517K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -4.4% | 3,753 | $516K |
| Seneca House Advisors | 0.20% | Reduce -3.8% | 3,749 | $516K |
| HBK Sorce Advisory LLC | 0.02% | Add +4.7% | 3,722 | $512K |
| Correct Capital Wealth Management | 0.10% | No change | 3,708 | $510K |
| Pitcairn Co. | 0.03% | Reduce -35.2% | 3,675 | $506K |
| Goelzer Investment Management, Inc. | 0.03% | Reduce -1.0% | 3,666 | $504K |
| KG Capital Management | 0.16% | Reduce -9.7% | 3,663 | $504K |
| Triumph Capital Management | 0.17% | Add +50.4% | 3,661 | $504K |
| JB Capital LLC | 0.03% | New | 3,658 | $503K |
| WESCAP Management Group, Inc. | 0.12% | Reduce -7.4% | 3,636 | $500K |
| Eagle Ridge Investment Management | 0.04% | No change | 3,632 | $500K |
| Powell Investment Advisors, LLC | 0.23% | Add +1269.3% | 3,615 | $497K |
| Private Capital Management, LLC | 0.05% | Reduce -18.0% | 3,614 | $497K |
| WESPAC Advisors, LLC | 0.36% | Reduce -72.1% | 3,599 | $495K |
| Burns J W & Co. Inc. | 0.06% | Reduce -4.7% | 3,596 | $495K |
| Vertex Planning Partners, LLC | 0.11% | No change | 3,588 | $494K |
| Modera Wealth Management, LLC | 0.01% | Add +13.4% | 3,584 | $493K |
| Traction Financial Partners, LLC | 0.38% | No change | 3,565 | $490K |
| Castle Wealth Management LLC | 0.19% | Add +52.5% | 3,559 | $490K |
| Bricktown Capital, LLC | 0.10% | Reduce -65.3% | 3,558 | $489K |
| Aurora Private Wealth, Inc. | 0.37% | Reduce -1.9% | 3,552 | $489K |
| Slow Capital, Inc. | 0.07% | No change | 3,529 | $485K |
| KPP Advisory Services LLC | 0.11% | Reduce -1.6% | 3,512 | $483K |
| Invst, LLC | 0.06% | Reduce -18.1% | 3,511 | $483K |
| Pursue Wealth Partners LLC | 0.28% | No change | 3,500 | $481K |
| Fielder Capital Group LLC | 0.15% | No change | 3,493 | $481K |
| Montis Financial, LLC | 0.15% | Reduce -3.9% | 3,490 | $480K |
| Fortis Advisors, LLC | 0.31% | Reduce -4.9% | 3,485 | $479K |
| Accurate Wealth Management, LLC | 0.09% | Reduce -5.7% | 3,432 | $479K |
| Members Wealth LLC | 0.36% | — | 3,281 | $479K |
| Eley Financial Management, Inc | 0.19% | No change | 3,476 | $478K |
| Peak Financial Management, Inc. | 0.14% | Reduce -1.5% | 3,466 | $477K |
| Silverlake Wealth Management LLC | 0.18% | Reduce -24.1% | 3,458 | $476K |
| Farmers Trust Co. | 0.09% | Add +159.7% | 3,454 | $475K |
| Platform Technology Partners | 0.14% | Reduce -13.0% | 3,442 | $474K |
| Flagstar Securities, Inc. | 0.12% | Add +23.0% | 3,437 | $473K |
| Family Firm, Inc. | 0.11% | Add +75.9% | 3,433 | $472K |
| Wood Tarver Financial Group, LLC | 0.16% | — | 3,430 | $471K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +23.1% | 3,423 | $471K |
| LYNX Capital Group Ltd. | 0.27% | Add +1.7% | 3,408 | $469K |
| Rollins Financial Advisors, LLC | 0.07% | Add +0.2% | 3,402 | $468K |
| Swmg, LLC | 0.19% | Add +3.9% | 3,283 | $467K |
| Cove Private Wealth, LLC | 0.29% | New | 3,385 | $466K |
| My Personal CFO, LLC | 0.24% | Add +0.2% | 3,370 | $464K |
| One River Asset Management, LLC | 0.69% | Reduce -59.4% | 3,377 | $463K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -15.4% | 3,366 | $463K |
| US Financial Advisors, LLC | 0.14% | Reduce -1.5% | 3,353 | $461K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.22% | Reduce -0.1% | 3,334 | $459K |
| Fortis Capital Advisors, LLC | 0.16% | No change | 2,913 | $458K |
| Capital Advisors, Ltd. LLC | 0.06% | No change | 3,323 | $457K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 3,314 | $456K |
| Cowa, LLC | 0.22% | New | 3,302 | $454K |
| 17 Capital Partners, LLC | 0.29% | Add +1.6% | 3,299 | $454K |
| Kaydan Wealth Management, Inc. | 0.15% | Add +9.3% | 3,293 | $453K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.16% | No change | 3,284 | $452K |
| RDA Financial Network | 0.13% | Add +0.9% | 3,282 | $452K |
| Stone Summit Wealth LLC | 0.15% | Reduce -8.8% | 3,273 | $450K |
| InvesTrust | 0.12% | — | 3,263 | $448K |
| Bank of Hawaii | 0.02% | No change | 3,254 | $448K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | Add +6.7% | 3,247 | $447K |
| Mayflower Financial Advisors, LLC | 0.07% | New | 3,243 | $446K |
| Fairfield Financial Advisors, LTD | 0.16% | Reduce -25.1% | 3,242 | $446K |
| Parsons Capital Management Inc. | 0.02% | Add +4.7% | 3,223 | $443K |
| United Advisor Group, LLC | 0.09% | Reduce -36.4% | 3,211 | $442K |
| Ameriflex Group, Inc. | 0.20% | — | 2,989 | $439K |
| SOA Wealth Advisors, LLC. | 0.08% | Reduce -2.2% | 3,176 | $437K |
| Jackson Square Capital, LLC | 0.11% | Reduce -0.9% | 3,174 | $437K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +14.0% | 3,148 | $433K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -30.8% | 3,148 | $433K |
| Community Bank, N.A. | 0.06% | Reduce -0.4% | 3,145 | $433K |
| Verition Fund Management LLC | 0.00% | Add +90.8% | 3,144 | $433K |
| SkyOak Wealth, LLC | 0.09% | Reduce -8.7% | 3,131 | $431K |
| DDD Partners, LLC | 0.05% | Reduce -5.0% | 3,116 | $429K |
| Alteri Wealth LLC | 0.12% | — | 3,099 | $426K |
| Hazlett, Burt & Watson, Inc. | 0.19% | Add +1.9% | 3,077 | $424K |
| Hardy Reed LLC | 0.04% | Reduce -0.2% | 3,081 | $424K |
| Second Line Capital, LLC | 0.11% | Reduce -8.7% | 3,074 | $423K |
| Accredited Investor Services, LLC | 0.34% | — | 3,071 | $422K |
| Safe Harbor Fiduciary, LLC | 0.43% | Reduce -1.4% | 3,071 | $422K |
| Sequent Planning LLC | 0.15% | Add +16.0% | 3,069 | $422K |
| Seven Springs Wealth Group, LLC | 0.16% | No change | 3,057 | $421K |
| Parkside Advisors LLC | 0.10% | No change | 3,055 | $420K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -28.8% | 3,052 | $420K |
| Vicus Capital | 0.04% | Reduce -7.5% | 3,046 | $419K |
| Private Wealth Partners, LLC | 0.03% | Add +0.0% | 3,034 | $417K |
| Sheets Smith Wealth Management | 0.05% | Reduce -8.4% | 3,016 | $415K |
| First Heartland Consultants, Inc. | 0.04% | Add +15.4% | 3,011 | $414K |
| Millstone Evans Group, LLC | 0.28% | — | 3,009 | $414K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.18% | No change | 3,000 | $413K |
| IFC Advisors LLC | 0.09% | — | 3,000 | $413K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -0.8% | 2,998 | $412K |
| Pacific Capital Wealth Advisors, Inc. | 0.07% | No change | 2,987 | $411K |
| Cannell & Spears LLC | 0.01% | No change | 2,983 | $410K |
| Permanent Capital Management, LP | 0.13% | — | 2,968 | $408K |
| Ritholtz Wealth Management | 0.01% | Add +0.0% | 2,968 | $408K |
| River Street Advisors LLC | 0.21% | No change | 2,967 | $408K |
| SageView Advisory Group, LLC | 0.02% | Add +3.9% | 2,921 | $402K |
| Altus Wealth Group LLC | 0.18% | Reduce -0.5% | 2,915 | $401K |
| B&D White Capital Company, LLC | 0.07% | Reduce -88.5% | 2,909 | $400K |
| Centric Wealth Management | 0.11% | Reduce -8.2% | 2,895 | $398K |
| NovaPoint Capital, LLC | 0.12% | No change | 2,894 | $398K |
| Cornerstone Advisory, LLC | 0.04% | Add +17.4% | 2,735 | $396K |
| Wetzel Investment Advisors, Inc. | 0.20% | Add +1.2% | 2,856 | $393K |
| HMV Wealth Advisors, LLC | 0.39% | — | 2,847 | $392K |
| CRA Financial Services, LLC | 0.07% | Reduce -18.8% | 2,840 | $391K |
| Cape Investment Advisory, Inc. | 0.15% | Reduce -55.8% | 2,838 | $390K |
| Y.D. More Investments Ltd | 0.04% | Add +16.4% | 2,839 | $390K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +10.5% | 2,832 | $390K |
| Doliver Advisors, LP | 0.11% | Add +29.1% | 2,831 | $389K |
| Magnolia Capital Advisors LLC | 0.10% | Add +50.3% | 2,828 | $389K |
| Tiller Private Wealth, Inc. | 0.16% | Add +84.8% | 2,823 | $388K |
| Belmont Capital, LLC | 0.06% | No change | 2,818 | $388K |
| Cooper Financial Group | 0.05% | Add +0.6% | 2,807 | $386K |
| Contravisory Investment Management, Inc. | 0.08% | Reduce -45.8% | 2,800 | $385K |
| CVA Family Office, LLC | 0.06% | No change | 2,791 | $384K |
| Saxon Interests, Inc. | 0.17% | Add +0.0% | 2,791 | $384K |
| Primoris Wealth Advisors, LLC | 0.29% | Reduce -70.8% | 2,790 | $384K |
| Aveo Capital Partners, LLC | 0.04% | Reduce -90.3% | 2,788 | $384K |
| Calamos Wealth Management LLC | 0.02% | No change | 2,782 | $383K |
| Savvy Advisors, Inc. | 0.05% | Reduce -5.5% | 2,778 | $382K |
| Potomac Fund Management Inc. | 0.02% | — | 2,760 | $380K |
| Cardinal Point Capital Management ULC | 0.06% | New | 2,755 | $379K |
| Nixon Peabody Trust Co. | 0.03% | No change | 2,750 | $378K |
| Geometric Wealth Advisors | 0.07% | No change | 2,745 | $378K |
| IMA Advisory Services, Inc. | 0.05% | New | 2,724 | $375K |
| UMB Bank, n.a. | 0.01% | Reduce -19.0% | 2,721 | $374K |
| Reliant Investment Partners, LLC | 0.33% | — | 2,708 | $373K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +51.7% | 2,705 | $372K |
| Wallington Asset Management, LLC | 0.05% | Reduce -13.7% | 2,703 | $372K |
| NCM Capital Management, LLC | 0.17% | No change | 2,683 | $369K |
| Wealth Quarterback LLC | 0.17% | Reduce -85.0% | 2,681 | $369K |
| Fourpath Capital Management, LLC | 0.07% | Add +13.0% | 2,672 | $368K |
| Cedar Wealth Management, LLC | 0.13% | Reduce -41.3% | 2,647 | $364K |
| Elevated Capital Advisors, LLC | 0.10% | Reduce -86.0% | 2,621 | $361K |
| Nemes Rush Group LLC | 0.04% | Reduce -3.3% | 2,617 | $360K |
| LexAurum Advisors, LLC | 0.07% | Reduce -0.3% | 2,606 | $359K |
| Empire Financial Management Company, LLC | 0.11% | Add +10.2% | 2,606 | $359K |
| Montag A & Associates Inc. | 0.02% | Reduce -20.1% | 2,597 | $357K |
| Murphy & Mullick Capital Management Corp | 0.33% | — | 2,594 | $357K |
| Ameraudi Asset Management, Inc. | 0.19% | Reduce -95.8% | 2,565 | $353K |
| Exchange Capital Management, Inc. | 0.06% | Reduce -3.0% | 2,560 | $352K |
| Breakwater Capital Group | 0.07% | Add +78.9% | 2,556 | $352K |
| City Holding Co. | 0.05% | Add +0.6% | 2,556 | $352K |
| Total Wealth Planning & Management, Inc. | 0.34% | — | 2,544 | $350K |
| TD Private Client Wealth LLC | 0.01% | Add +13.3% | 2,541 | $350K |
| LeClair Wealth Partners LLC | 0.23% | — | 2,532 | $348K |
| Resolute Wealth Strategies, LLC | 0.18% | Reduce -11.8% | 2,523 | $347K |
| Whitener Capital Management, Inc. | 0.10% | Add +0.0% | 2,515 | $346K |
| Carret Asset Management, LLC | 0.04% | Add +16.7% | 2,513 | $346K |
| Advanced Asset Management Advisors Inc | 0.09% | Reduce -17.9% | 2,506 | $345K |
| Core Alternative Capital | 0.07% | New | 2,500 | $344K |
| Raab & Moskowitz Asset Management LLC | 0.08% | No change | 2,492 | $343K |
| JT Stratford LLC | 0.06% | Reduce -14.7% | 2,492 | $343K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -10.6% | 2,491 | $343K |
| Onyx Bridge Wealth Group LLC | 0.05% | Reduce -96.8% | 2,490 | $343K |
| Sharkey, Howes & Javer | 0.05% | Add +9.0% | 2,484 | $342K |
| Global View Capital Management LLC | 0.12% | — | 2,483 | $342K |
| Private Client Services, LLC | 0.18% | Reduce -2.3% | 2,484 | $342K |
| Grantvest Financial Group LLC | 0.38% | — | 2,480 | $341K |
| Strategic Wealth Investment Group, LLC | 0.02% | New | 11,175 | $341K |
| Northstar Financial Companies, Inc. | 0.32% | — | 2,463 | $339K |
| MRWM Advisors, LLC | 0.26% | — | 2,458 | $338K |
| Private Wealth Group, LLC | 0.17% | No change | 2,456 | $338K |
| Retirement Capital Strategies | 0.13% | No change | 2,451 | $337K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | New | 2,450 | $337K |
| Betterment LLC | 0.00% | Add +5.2% | 2,445 | $336K |
| Sterling Investment Management, LLC | 0.26% | Reduce -9.7% | 2,440 | $336K |
| Legacy Capital Group California, Inc. | 0.10% | Add +8.0% | 2,435 | $335K |
| Independence Bank of Kentucky | 0.05% | Add +143.3% | 2,433 | $335K |
| Intrepid Capital Management Inc. | 0.21% | No change | 2,425 | $334K |
| Spinnaker Investment Group, LLC | 0.08% | New | 2,421 | $333K |
| Howland Capital Management LLC | 0.01% | Reduce -1.2% | 2,418 | $333K |
| Keystone Wealth Services, LLC | 0.09% | Reduce -3.4% | 2,416 | $332K |
| Penobscot Wealth Management | 0.15% | Add +38.3% | 2,409 | $331K |
| Bank of New Hampshire | 0.08% | Reduce -20.7% | 2,400 | $330K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | No change | 2,400 | $330K |
| Lifeworks Advisors, LLC | 0.06% | Reduce -4.5% | 2,397 | $330K |
| Measured Risk Portfolios, Inc. | 0.37% | — | 2,394 | $329K |
| BlueSky Wealth Advisors, LLC | 0.05% | No change | 2,394 | $329K |
| Williams Jones Wealth Management, LLC. | 0.00% | Add +11.8% | 2,391 | $329K |
| WNY Asset Management, LLC | 0.04% | Reduce -1.2% | 2,385 | $328K |
| Peoples Bank | 0.23% | Reduce -5.7% | 2,379 | $327K |
| Tyche Wealth Partners LLC | 0.07% | Reduce -18.9% | 2,375 | $327K |
| Core Wealth Partners LLC | 0.19% | Reduce -9.5% | 2,372 | $326K |
| Smith Asset Management Co., LLC | 0.32% | — | 2,365 | $325K |
| Concorde Asset Management, LLC | 0.17% | New | 2,363 | $325K |
| Peoples Financial Services Corp. | 0.15% | Add +6.8% | 2,363 | $325K |
| Capital Analysts, LLC | 0.01% | Add +17.5% | 2,344 | $322K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +23.0% | 2,328 | $320K |
| Solstein Capital, LLC | 0.18% | No change | 2,319 | $319K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Reduce -2.1% | 2,315 | $318K |
| Tolleson Wealth Management, Inc. | 0.07% | New | 2,311 | $318K |
| Arista Wealth Management, LLC | 0.08% | No change | 2,303 | $317K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | Reduce -18.4% | 2,298 | $316K |
| Strait & Sound Wealth Management LLC | 0.15% | New | 2,289 | $315K |
| Rise Advisors, LLC | 0.15% | Add +46.3% | 2,286 | $315K |
| Strategies Wealth Advisors, LLC | 0.04% | Reduce -3.4% | 2,144 | $314K |
| Quadcap Wealth Management, LLC | 0.05% | Add +30.3% | 2,278 | $313K |
| Addison Advisors LLC | 0.09% | No change | 2,277 | $313K |
| Precedent Wealth Partners, LLC | 0.10% | No change | 2,277 | $313K |
| Fortem Financial Group, LLC | 0.12% | Reduce -0.0% | 2,276 | $313K |
| Colonial Trust Advisors | 0.03% | Reduce -11.1% | 2,272 | $313K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +0.0% | 2,260 | $311K |
| Trivium Point Advisory, LLC | 0.04% | Reduce -11.8% | 2,258 | $311K |
| Bison Wealth, LLC | 0.07% | Add +35.3% | 2,257 | $311K |
| Rebalance, LLC | 0.02% | Add +0.5% | 2,257 | $311K |
| C2C Wealth Management, LLC | 0.29% | Reduce -7.6% | 2,253 | $310K |
| Cahaba Wealth Management, Inc. | 0.03% | Add +0.1% | 2,244 | $309K |
| NWF Advisory Services Inc. | 0.04% | Reduce -54.5% | 2,224 | $306K |
| Darden Wealth Group Inc | 0.21% | Add +23.4% | 2,221 | $306K |
| Gilman Hill Asset Management, LLC | 0.05% | No change | 2,220 | $305K |
| Cadence Bank | 0.02% | Add +19.7% | 2,220 | $305K |
| Acorns Advisers, LLC | 0.00% | Add +33.5% | 2,213 | $304K |
| Lodestone Wealth Management LLC | 0.15% | Add +0.3% | 2,209 | $304K |
| HCR Wealth Advisors | 0.04% | No change | 2,206 | $303K |
| MainStreet Investment Advisors LLC | 0.04% | Add +10.0% | 2,200 | $303K |
| Millennium Capital Advisors, LLC | 0.21% | Reduce -0.9% | 2,196 | $302K |
| NFSG Corp | 0.08% | Reduce -5.9% | 2,186 | $301K |
| Atlanta Consulting Group Advisors, LLC | 0.11% | Reduce -85.6% | 2,185 | $301K |
| Signaturefd, LLC | 0.01% | Reduce -27.3% | 2,179 | $300K |
| Astoria Portfolio Advisors LLC. | 0.11% | New | 2,139 | $299K |
| Maxwell Wealth Strategies Inc. | 0.12% | No change | 2,173 | $299K |
| PBMares Wealth Management LLC | 0.06% | No change | 2,172 | $299K |
| Two West Capital Advisors LLC | 0.26% | Add +7.6% | 2,163 | $298K |
| 1900 Wealth Management LLC | 0.03% | Reduce -13.3% | 2,163 | $298K |
| ADG Wealth Management Group, LLC | 0.26% | — | 2,155 | $296K |
| GK Wealth Management LLC | 0.38% | — | 2,155 | $296K |
| ARS Wealth Advisors Group, LLC | 0.04% | Reduce -24.1% | 2,151 | $296K |
| Aspen Investment Management Inc | 0.14% | Add +0.1% | 2,139 | $294K |
| Dumont & Blake Investment Advisors LLC | 0.08% | Add +5.3% | 2,131 | $293K |
| Key Financial Inc | 0.07% | Add +0.1% | 2,130 | $293K |
| Paragon Capital Management Ltd | 0.06% | No change | 2,123 | $292K |
| Alpine Woods Capital Investors, LLC | 0.06% | No change | 2,120 | $292K |
| Farmers National Bank | 0.09% | — | 2,118 | $291K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +3.0% | 2,008 | $291K |
| Patrick M Sweeney & Associates, Inc. | 0.22% | No change | 2,105 | $290K |
| Thompson Davis & Co., Inc. | 0.19% | Reduce -28.9% | 2,098 | $289K |
| Severin Investments, LLC | 0.29% | — | 2,093 | $288K |
| Vise Technologies, Inc. | 0.02% | New | 2,089 | $287K |
| Park Square Financial Group, LLC | 0.20% | — | 2,088 | $287K |
| Bulltick Wealth Management, LLC | 0.07% | Add +8.2% | 2,082 | $286K |
| Sandhill Capital Partners LLC | 0.02% | No change | 2,081 | $286K |
| World Equity Group, Inc. | 0.06% | Reduce -10.2% | 2,080 | $286K |
| Advus Financial Partners, LLC | 0.08% | Reduce -20.2% | 2,071 | $285K |
| Richwood Investment Advisors, LLC | 0.24% | No change | 2,070 | $285K |
| Leigh Baldwin & Co., LLC | 0.24% | — | 2,063 | $284K |
| Garden State Investment Advisory Services LLC | 0.09% | Add +4.6% | 2,057 | $284K |
| STAR Financial Bank | 0.20% | Reduce -1.6% | 2,052 | $282K |
| Panoramic Investment Advisors, LLC | 0.18% | Reduce -58.6% | 2,050 | $282K |
| Heritage Wealth Management, Inc. | 0.09% | No change | 2,049 | $282K |
| Successful Portfolios LLC | 0.19% | Add +3.8% | 2,042 | $281K |
| Traynor Capital Management, Inc. | 0.02% | Add +8.2% | 2,036 | $280K |
| Choice Wealth Advisors LLC | 0.14% | No change | 2,035 | $280K |
| Shulman DeMeo Asset Management LLC | 0.08% | Add +15.2% | 2,035 | $280K |
| Wealth Alliance, LLC | 0.03% | Reduce -39.2% | 2,034 | $280K |
| Family Manage LLC | 0.05% | Reduce -33.1% | 2,033 | $280K |
| Huntleigh Advisors, Inc. | 0.06% | — | 2,025 | $279K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -15.9% | 2,024 | $278K |
| One Capital Management, LLC | 0.01% | Reduce -41.7% | 2,024 | $278K |
| Novare Capital Management LLC | 0.02% | Reduce -2.4% | 2,021 | $278K |
| First American Trust, FSB | 0.03% | Reduce -24.1% | 2,020 | $278K |
| Avantax Planning Partners, Inc. | 0.01% | Add +40.3% | 2,005 | $276K |
| Monetary Management Group Inc. | 0.07% | No change | 2,000 | $275K |
| Iowa State Bank | 0.06% | No change | 2,000 | $275K |
| Managed Asset Portfolios, LLC | 0.04% | New | 1,997 | $275K |
| Deutsche Bank AG | 0.00% | Reduce -57.9% | 1,987 | $273K |
| Acorn Wealth Advisors, LLC | 0.11% | Add +0.2% | 1,983 | $273K |
| Founders Financial Alliance, LLC | 0.07% | Reduce -1.9% | 1,982 | $273K |
| Relyea Zuckerberg Hanson LLC | 0.04% | No change | 1,979 | $272K |
| Maltin Wealth Management, Inc. | 0.13% | Add +0.3% | 1,979 | $272K |
| Secure Asset Management, LLC | 0.04% | Reduce -45.8% | 1,975 | $272K |
| Grey Ledge Advisors, LLC | 0.07% | No change | 1,975 | $272K |
| Tennessee Valley Asset Management Partners | 0.05% | Reduce -21.7% | 1,973 | $271K |
| Charter Oak Capital Management, LLC | 0.03% | Add +0.1% | 1,966 | $270K |
| Romano Brothers and Company | 0.03% | No change | 1,963 | $270K |
| Bollard Group LLC | 0.01% | Add +0.4% | 1,962 | $270K |
| FSM Wealth Advisors, LLC | 0.07% | Add +22.0% | 1,913 | $270K |
| MinichMacGregor Wealth Management, LLC | 0.06% | Add +34.9% | 1,962 | $270K |
| Webster Bank, N. A. | 0.03% | Add +3.2% | 1,954 | $269K |
| Cornerstone Capital, Inc. | 0.03% | No change | 1,953 | $269K |
| Stratos Investment Management, LLC | 0.02% | New | 1,952 | $269K |
| REDW Wealth LLC | 0.09% | Reduce -32.1% | 1,950 | $268K |
| Christensen, King & Associates Investment Services, Inc. | 0.13% | No change | 1,923 | $268K |
| Ethos Financial Group, LLC | 0.03% | Add +1.4% | 1,936 | $266K |
| Tableaux LLC | 0.22% | — | 1,927 | $265K |
| Bensler, LLC | 0.03% | Reduce -17.6% | 1,918 | $264K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 1,912 | $263K |
| DSG Capital Advisors, LLC | 0.05% | — | 1,905 | $262K |
| Affinity Capital Advisors, LLC | 0.05% | Reduce -4.7% | 1,872 | $262K |
| Point72 (DIFC) Ltd | 0.02% | New | 1,900 | $261K |
| Firestone Capital Management | 0.06% | Add +4.6% | 1,899 | $261K |
| Gallacher Capital Management LLC | 0.13% | Add +15.3% | 1,894 | $261K |
| Claris Financial LLC | 0.17% | — | 1,886 | $259K |
| First Long Island Investors, LLC | 0.02% | No change | 1,880 | $259K |
| Garde Capital, Inc. | 0.02% | No change | 1,870 | $257K |
| Prostatis Group LLC | 0.07% | Reduce -0.2% | 1,868 | $257K |
| Titleist Asset Management, LLC | 0.03% | Add +0.2% | 1,868 | $257K |
| WealthTrust Axiom LLC | 0.08% | Reduce -0.1% | 1,864 | $256K |
| Kapitalo Investimentos Ltda | 0.17% | New | 1,863 | $256K |
| Autumn Glory Partners, LLC | 0.13% | No change | 1,854 | $255K |
| D.B. Root & Company, LLC | 0.08% | Reduce -43.0% | 1,845 | $254K |
| Cozad Asset Management Inc. | 0.02% | Reduce -22.0% | 1,845 | $254K |
| Palisade Capital Management, LP | 0.01% | New | 1,834 | $252K |
| Pinnacle Financial Group, LLC / IL | 0.10% | Add +2.2% | 1,831 | $252K |
| Symphony Financial Services, Inc. | 0.20% | Reduce -30.5% | 1,829 | $252K |
| Coastwise Capital Group, LLC | 0.20% | Add +17.0% | 1,820 | $250K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.06% | Add +9.0% | 1,820 | $250K |
| Burling Wealth Partners, LLC | 0.05% | — | 1,820 | $250K |
| Crescent Grove Advisors, LLC | 0.02% | Reduce -0.7% | 1,817 | $250K |
| Beacon Financial Advisory LLC | 0.08% | Add +0.2% | 1,815 | $250K |
| Portland Financial Advisors Inc | 0.67% | — | 1,808 | $249K |
| Bluespring Wealth Management, LLC | 0.03% | Reduce -16.0% | 1,802 | $248K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 1,801 | $248K |
| Waterfront Wealth Inc. | 0.06% | Reduce -7.6% | 1,800 | $248K |
| Legacy Financial Group, Inc. | 0.08% | New | 1,799 | $247K |
| Texas Yale Capital Corp. | 0.01% | Reduce -0.1% | 1,795 | $247K |
| Wellington Shields Capital Management, LLC | 0.04% | No change | 1,789 | $246K |
| Wambolt & Associates, LLC | 0.08% | Add +0.5% | 1,788 | $246K |
| Snider Financial Group | 0.08% | Add +20.2% | 1,788 | $246K |
| Guyasuta Investment Advisors Inc. | 0.02% | Reduce -2.3% | 1,782 | $245K |
| Evergreen Capital Management LLC | 0.01% | No change | 1,782 | $245K |
| SilverOak Wealth Management LLC | 0.05% | No change | 1,774 | $244K |
| Legacy Edge Advisors, LLC | 0.04% | Reduce -6.4% | 1,777 | $244K |
| Estate Counselors, LLC | 0.03% | New | 1,770 | $243K |
| Lee Danner & Bass Inc. | 0.02% | New | 1,760 | $242K |
| First National Bank & Trust Co. of Newtown | 0.05% | No change | 1,758 | $242K |
| Davidson Trust Co. | 0.12% | No change | 1,756 | $242K |
| Arax Advisory Partners | 0.02% | Add +97.2% | 1,747 | $241K |
| Sovereign Financial Group, Inc. | 0.06% | Add +0.5% | 1,748 | $240K |
| Benchmark Investment Advisors LLC | 0.16% | Reduce -5.5% | 1,743 | $240K |
| Peregrine Asset Advisers, Inc. | 0.09% | No change | 1,739 | $239K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +21.9% | 1,737 | $239K |
| Williams & Novak, LLC | 0.23% | New | 1,737 | $239K |
| Osborne Partners Capital Management, LLC | 0.01% | Add +0.7% | 1,722 | $237K |
| Kraematon Investment Advisors, Inc. | 0.23% | Add +0.2% | 1,711 | $235K |
| Barnes Pettey Financial Advisors, LLC | 0.18% | Add +0.2% | 1,702 | $234K |
| Ancora Advisors LLC | 0.01% | Add +23.0% | 1,700 | $234K |
| Councilmark Asset Management, LLC | 0.16% | No change | 1,700 | $234K |
| Walter & Keenan Wealth Management LLC /in/ | 0.07% | New | 1,700 | $234K |
| Sebold Capital Management, Inc. | 0.16% | Reduce -35.7% | 1,697 | $233K |
| Smith & Howard Wealth Management, LLC | 0.07% | Reduce -11.6% | 1,679 | $231K |
| Asset Dedication, LLC | 0.02% | Add +34.4% | 1,669 | $230K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -15.2% | 1,669 | $230K |
| Advisor Resource Council | 0.16% | Reduce -79.0% | 1,661 | $229K |
| WealthTrust Asset Management, LLC | 0.16% | Reduce -11.6% | 1,655 | $228K |
| Syntegra Private Wealth Group, LLC | 0.03% | No change | 1,653 | $227K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.9% | 1,648 | $227K |
| Fiduciary Financial Group, LLC | 0.05% | Add +18.6% | 1,619 | $226K |
| Townsend Asset Management Corp. /NC/ | 0.08% | Reduce -12.5% | 1,641 | $226K |
| Gryphon Financial Partners LLC | 0.03% | Add +7.1% | 1,639 | $225K |
| Black Diamond Financial, LLC | 0.03% | Reduce -27.0% | 1,639 | $225K |
| Samalin Investment Counsel, LLC | 0.10% | Add +0.3% | 1,637 | $225K |
| Pekin Hardy Strauss, Inc. | 0.03% | No change | 1,635 | $225K |
| Wealth Dimensions Group, Ltd. | 0.06% | No change | 1,633 | $225K |
| MCF Advisors LLC | 0.02% | Reduce -5.1% | 1,627 | $224K |
| Auxano Advisors, LLC | 0.06% | No change | 1,626 | $224K |
| Total Clarity Wealth Management, Inc. | 0.07% | Reduce -8.6% | 1,617 | $222K |
| Beverly Hills Private Wealth, LLC | 0.05% | New | 1,616 | $222K |
| Curtis Advisory Group, LLC | 0.06% | No change | 1,614 | $222K |
| Florida Trust Wealth Management Co | 0.01% | No change | 1,611 | $222K |
| PEAK6 LLC | 0.01% | — | 1,610 | $221K |
| Chung Wu Investment Group, LLC | 0.22% | — | 1,600 | $220K |
| Edgemoor Investment Advisors, Inc. | 0.02% | Reduce -19.6% | 1,600 | $220K |
| StrongBox Wealth, LLC | 0.09% | Reduce -25.0% | 1,599 | $220K |
| JNBA Financial Advisors | 0.02% | No change | 1,599 | $220K |
| HTLF Bank | 0.02% | Add +18.4% | 1,589 | $219K |
| Innova Wealth Partners | 0.14% | New | 1,582 | $218K |
| Keystone Financial Services | 0.08% | No change | 1,567 | $216K |
| HUB Investment Partners, LLC | 0.01% | New | 1,563 | $215K |
| Root Financial Partners, LLC | 0.03% | New | 1,562 | $215K |
| Southland Equity Partners LLC | 0.05% | Reduce -24.2% | 1,561 | $215K |
| Cornerstone Select Advisors, LLC | 0.21% | — | 1,558 | $214K |
| Carr Financial Group Corp | 0.07% | Reduce -29.3% | 1,558 | $214K |
| Amplius Wealth Advisors, LLC | 0.02% | Reduce -16.4% | 1,555 | $214K |
| Fortress Private Ledger, LLC | 0.13% | — | 1,554 | $214K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -1.5% | 1,554 | $214K |
| AlphaStar Capital Management, LLC | 0.02% | Reduce -4.7% | 1,554 | $214K |
| SYM FINANCIAL Corp | 0.03% | Add +12.3% | 1,553 | $214K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -3.4% | 1,548 | $213K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 1,546 | $213K |
| Tranquility Partners, LLC | 0.08% | Reduce -5.5% | 1,542 | $212K |
| Coyle Financial Counsel LLC | 0.07% | No change | 1,539 | $212K |
| Inspire Advisors, LLC | 0.03% | Reduce -1.8% | 1,536 | $211K |
| All Terrain Financial Advisors, LLC | 0.08% | Reduce -19.2% | 1,533 | $211K |
| Moment Partners, LLC | 0.04% | — | 1,528 | $210K |
| Vigilare Wealth Management | 0.09% | Reduce -19.3% | 1,528 | $210K |
| Hexagon Capital Partners LLC | 0.04% | Add +5.9% | 1,525 | $210K |
| Stack Financial Management, Inc | 0.02% | Add +6.3% | 1,524 | $210K |
| Penobscot Investment Management Company, Inc. | 0.02% | Add +7.4% | 1,522 | $209K |
| Blue Fin Capital, Inc. | 0.04% | Add +3.4% | 1,521 | $209K |
| GW Henssler & Associates Ltd. | 0.01% | No change | 1,359 | $209K |
| AAF Wealth Management, LLC | 0.11% | Reduce -97.9% | 1,520 | $209K |
| Ascentis Independent Advisors | 0.04% | Add +43.4% | 1,516 | $209K |
| Gray Private Wealth, LLC | 0.12% | No change | 1,516 | $209K |
| Colonial Trust Co / SC | 0.03% | Reduce -3.5% | 1,515 | $208K |
| GWN Securities Inc. | 0.06% | — | 1,454 | $208K |
| Bison Wealth, LLC | 0.03% | — | 1,512 | $208K |
| Wealth Architects, LLC | 0.02% | No change | 1,508 | $207K |
| TriaGen Wealth Management LLC | 0.07% | No change | 1,505 | $207K |
| 1ST Source Bank | 0.01% | No change | 1,500 | $206K |
| First Citizens Financial Corp | 0.11% | Add +2.6% | 1,493 | $205K |
| Seelaus Asset Management LLC | 0.19% | Reduce -13.6% | 1,491 | $205K |
| Rappaport Reiches Capital Management, LLC | 0.05% | Add +0.3% | 1,489 | $205K |
| Retirement Income Solutions, Inc. | 0.04% | Reduce -35.2% | 1,483 | $204K |
| Chris Bulman Inc | 0.13% | No change | 1,478 | $203K |
| Collective Family Office LLC | 0.06% | Reduce -21.3% | 1,475 | $203K |
| Fearless Solutions, LLC dba Best Invest | 0.15% | — | 1,470 | $202K |
| First National Bank of Mount Dora, Trust Investment Services | 0.05% | No change | 1,469 | $202K |
| Wealthcare Capital Partners, LLC | 0.11% | — | 1,467 | $202K |
| Maia Wealth LLC | 0.04% | New | 1,367 | $202K |
| Oak Family Advisors, LLC | 0.08% | Reduce -49.5% | 1,465 | $202K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.22% | — | 1,463 | $201K |
| Harmony Asset Management LLC | 0.08% | Reduce -45.4% | 1,460 | $201K |
| HWG Holdings LP | 0.07% | Reduce -3.4% | 1,460 | $201K |
| Bank of Stockton | 0.06% | New | 1,460 | $201K |
| Clearwater Capital Advisors, LLC | 0.02% | Add +0.1% | 1,454 | $200K |
| Mather Group, Llc. | 0.00% | No change | 1,437 | $198K |
| Transce3nd, LLC | 0.06% | — | 1,386 | $191K |
| Smithfield Trust Co | 0.01% | No change | 1,382 | $190K |
| Byrne Asset Management LLC | 0.15% | Add +4.3% | 1,362 | $187K |
| New England Capital Financial Advisors LLC | 0.09% | Reduce -93.9% | 1,358 | $187K |
| Avion Wealth | 0.05% | Add +55.9% | 1,355 | $186K |
| Truvestments Capital LLC | 0.05% | Reduce -6.5% | 1,291 | $178K |
| Milestone Investment Advisors LLC | 0.05% | No change | 1,281 | $176K |
| 2UniFi Bank | 0.11% | — | 1,254 | $173K |
| Provident Wealth Management, LLC | 0.06% | Reduce -28.1% | 1,252 | $172K |
| Raffa Wealth Management, LLC | 0.04% | Add +30.9% | 1,232 | $169K |
| South Plains Financial, Inc. | 0.13% | — | 1,200 | $165K |
| Hamilton Point Investment Advisors, LLC | 0.03% | Add +6.4% | 1,200 | $165K |
| West Oak Capital, LLC | 0.09% | No change | 1,190 | $164K |
| TD Capital Management LLC | 0.02% | Add +0.1% | 1,183 | $163K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,180 | $162K |
| Register Financial Advisors LLC | 0.08% | Reduce -1.9% | 1,180 | $162K |
| Collier Financial | 0.14% | — | 1,170 | $161K |
| Runnymede Capital Advisors, Inc. | 0.14% | — | 1,143 | $157K |
| First United Bank & Trust | 0.06% | Add +0.3% | 1,135 | $156K |
| Princeton Global Asset Management LLC | 0.03% | Reduce -7.4% | 1,132 | $156K |
| Bernard Wealth Management Corp. | 0.07% | — | 1,112 | $153K |
| Albion Financial Group | 0.01% | No change | 1,111 | $153K |
| Elevation Wealth Partners, LLC | 0.06% | Add +0.3% | 1,107 | $152K |
| Beacon Capital Management, LLC | 0.02% | Reduce -12.6% | 1,105 | $152K |
| FWL Investment Management, LLC | 0.05% | Add +1354.7% | 1,091 | $150K |
| Cary Street Partners Investment Advisory LLC | 0.10% | Reduce -96.0% | 1,083 | $149K |
| Grove Bank & Trust | 0.02% | No change | 1,065 | $147K |
| Continuum Advisory, LLC | 0.02% | Reduce -36.5% | 1,056 | $145K |
| Quintet Private Bank (Europe) S.A. | 0.01% | No change | 1,050 | $144K |
| Tower View Wealth Management LLC | 0.08% | Add +2.3% | 1,050 | $144K |
| Versant Capital Management, Inc | 0.03% | Add +0.2% | 1,027 | $141K |
| Rothschild Investment LLC | 0.01% | Add +0.3% | 1,027 | $141K |
| GAMMA Investing LLC | 0.01% | No change | 1,016 | $140K |
| Missouri Trust & Investment Co | 0.05% | Add +258.1% | 999 | $137K |
| Vestor Capital, LLC | 0.01% | No change | 970 | $133K |
| Spectrum Wealth Counsel, LLC | 0.02% | Reduce -11.9% | 962 | $132K |
| one8zero8, LLC | 0.03% | — | 961 | $132K |
| Evergreen Private Wealth LLC | 0.06% | Add +150.1% | 958 | $132K |
| Centricity Wealth Management, LLC | 0.12% | — | 936 | $129K |
| Quadrant Capital Group LLC | 0.01% | No change | 934 | $128K |
| United Community Bank | 0.05% | No change | 931 | $128K |
| Smartleaf Asset Management LLC | 0.01% | Add +47.8% | 928 | $127K |
| Transcendent Capital Group LLC | 0.06% | No change | 900 | $124K |
| ORG Partners LLC | 0.02% | Reduce -22.7% | 891 | $123K |
| Investors Research Corp | 0.03% | No change | 873 | $120K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -16.8% | 865 | $119K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 855 | $118K |
| Russell Investments Group, Ltd. | 0.00% | Add +13.6% | 855 | $118K |
| Stelac Advisory Services LLC | 0.05% | Reduce -14.0% | 852 | $117K |
| Ascentis Wealth Management, LLC | 0.04% | No change | 838 | $115K |
| Kessler Investment Group, LLC | 0.05% | No change | 832 | $114K |
| Anchor Investment Management, LLC | 0.01% | No change | 823 | $113K |
| Zions Bancorporation, N.A. | 0.01% | No change | 812 | $112K |
| Game Plan Financial Advisors, LLC | 0.06% | Reduce -92.6% | 813 | $111K |
| WFA Asset Management Corp | 0.06% | Add +0.4% | 808 | $111K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -19.9% | 803 | $110K |
| Bogart Wealth, LLC | 0.01% | Add +176.9% | 792 | $109K |
| Pin Oak Investment Advisors Inc. | 0.10% | No change | 694 | $107K |
| Costello Asset Management, INC | 0.07% | No change | 768 | $106K |
| Centennial Bank | 0.05% | No change | 758 | $104K |
| Archer Investment Corp | 0.03% | Add +10.2% | 755 | $104K |
| Cordgrass Capital Advisors, LLC | 0.03% | New | 750 | $103K |
| Blue Trust, Inc. | 0.00% | Reduce -55.3% | 725 | $100K |
| Sage Mountain Advisors LLC | 0.01% | No change | 723 | $99K |
| Resources Management Corp. /CT/ | 0.01% | Add +1.4% | 718 | $99K |
| Tortoise Investment Management, LLC | 0.01% | No change | 710 | $98K |
| Barrett & Company, Inc. | 0.04% | Add +24.2% | 699 | $96K |
| Element Wealth, LLC | 0.05% | Reduce -1.3% | 696 | $96K |
| Koesten, Hirschmann & Crabtree, INC. | 0.05% | Reduce -19.7% | 694 | $95K |
| Ulland Investment Advisors, LLC | 0.06% | No change | 670 | $92K |
| WealthShield Partners, LLC | 0.01% | Reduce -30.4% | 667 | $92K |
| New Republic Capital, LLC | 0.06% | No change | 637 | $88K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.3% | 631 | $87K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 630 | $87K |
| Matrix Private Capital Group LLC | 0.05% | No change | 629 | $87K |
| Perkins Coie Trust Co | 0.02% | No change | 627 | $86K |
| Washington Trust Advisors, Inc. | 0.01% | Add +236.1% | 615 | $85K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 613 | $84K |
| Flagship Wealth Advisors, LLC | 0.05% | — | 611 | $84K |
| Point72 Asset Management | 0.00% | Reduce -95.4% | 607 | $84K |
| HM Payson & Co. | 0.00% | No change | 600 | $83K |
| Union Savings Bank | 0.04% | No change | 600 | $83K |
| Dunhill Financial, LLC | 0.04% | Add +100.0% | 600 | $83K |
| Northwest Capital Management Inc | 0.03% | No change | 590 | $81K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 586 | $81K |
| PSI Advisors, LLC | 0.02% | Reduce -37.1% | 584 | $80K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 582 | $80K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 558 | $77K |
| IAG Wealth Partners, LLC | 0.01% | Add +86.0% | 558 | $77K |
| Wintrust Investments LLC | 0.07% | Reduce -64.7% | 556 | $76K |
| Delta Asset Management LLC | 0.01% | No change | 552 | $76K |
| Breakwater Investment Management | 0.03% | No change | 551 | $76K |
| Turim 21 Investimentos Ltda. | 0.02% | Add +36.8% | 513 | $75K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 546 | $75K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +5.2% | 531 | $73K |
| Optimum Investment Advisors | 0.03% | No change | 521 | $72K |
| Winch Advisory Services, LLC | 0.02% | Add +39.3% | 507 | $70K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 480 | $66K |
| Sound Income Strategies, LLC | 0.00% | Reduce -15.3% | 477 | $66K |
| Manchester Capital Management LLC | 0.01% | Reduce -10.7% | 453 | $62K |
| Painted Porch Advisors LLC | 0.03% | Reduce -12.9% | 452 | $62K |
| Hopwood Financial Services, Inc. | 0.05% | — | 448 | $62K |
| Tucker Asset Management LLC | 0.01% | Reduce -41.4% | 434 | $60K |
| Concord Wealth Partners | 0.01% | Add +0.2% | 431 | $59K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +12.2% | 424 | $58K |
| Atlatl Advisers LLC | 0.03% | — | 423 | $58K |
| Sachetta, LLC | 0.02% | No change | 406 | $56K |
| Wellington Shields & Co., LLC | 0.02% | No change | 400 | $55K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -20.2% | 396 | $54K |
| Bellevue Asset Management, LLC | 0.03% | No change | 391 | $54K |
| Founders Capital Management | 0.03% | No change | 375 | $52K |
| Paladin Advisory Group, LLC | 0.04% | No change | 373 | $51K |
| Phillips Financial Management, LLC | 0.00% | No change | 370 | $51K |
| Keystone Financial Group, Inc. | 0.04% | — | 366 | $50K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 360 | $50K |
| Parkside Financial Bank & Trust | 0.01% | No change | 352 | $48K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -81.2% | 350 | $48K |
| Knuff & Co LLC | 0.01% | No change | 350 | $48K |
| Citizens National Bank Trust Department | 0.01% | Reduce -22.2% | 350 | $48K |
| Coppell Advisory Solutions LLC | 0.01% | Add +19.5% | 349 | $48K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -51.6% | 320 | $47K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 338 | $46K |
| BOK Financial Private Wealth, Inc. | 0.00% | Add +1777.8% | 338 | $46K |
| McIlrath & Eck, LLC | 0.01% | Reduce -14.9% | 336 | $46K |
| Gold Investment Management Ltd. | 0.02% | Add +6.4% | 333 | $46K |
| First Community Trust NA | 0.03% | Add +8.0% | 324 | $45K |
| Financial Life Planners | 0.04% | — | 319 | $44K |
| Rice Partnership, LLC | 0.01% | No change | 315 | $43K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.3% | 311 | $43K |
| PFG Private Wealth Management, LLC | 0.02% | New | 311 | $43K |
| Olistico Wealth, LLC | 0.02% | Add +0.3% | 310 | $43K |
| FLP Wealth Management, LLC | 0.11% | — | 308 | $42K |
| Pacifica Partners Inc. | 0.02% | No change | 305 | $42K |
| Riggs Asset Managment Co. Inc. | 0.01% | Add +7.0% | 305 | $42K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 300 | $41K |
| Morse Asset Management, Inc | 0.01% | No change | 300 | $41K |
| Hartford Financial Management Inc. | 0.01% | No change | 300 | $41K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -78.6% | 300 | $41K |
| Strengthening Families & Communities, LLC | 0.02% | Add +0.3% | 291 | $40K |
| WealthCollab, LLC | 0.02% | No change | 280 | $39K |
| Rosenberg Matthew Hamilton | 0.01% | Add +147.3% | 277 | $38K |
| Armor Investment Advisors, LLC | 0.02% | No change | 272 | $37K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 266 | $37K |
| Financial Gravity Companies, Inc. | 0.01% | Add +9.4% | 255 | $35K |
| Hara Capital LLC | 0.02% | No change | 250 | $34K |
| Gleason Group, Inc. | 0.01% | Add +0.4% | 247 | $34K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +0.4% | 246 | $34K |
| Bangor Savings Bank | 0.00% | No change | 242 | $33K |
| LFA - Lugano Financial Advisors SA | 0.02% | No change | 228 | $31K |
| DT Investment Partners, LLC | 0.00% | Reduce -55.5% | 226 | $31K |
| Covestor Ltd | 0.02% | Reduce -36.2% | 226 | $31K |
| Evelyn Partners Asset Management Ltd | 0.01% | — | 220 | $30K |
| Creative Capital Management Investments LLC | 0.01% | New | 219 | $30K |
| Roxbury Financial LLC | 0.03% | — | 199 | $29K |
| Morling Financial Advisors, LLC | 0.01% | New | 213 | $29K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | No change | 208 | $29K |
| Financial Avengers, Inc. | 0.01% | Add +0.5% | 205 | $28K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -47.1% | 204 | $28K |
| Parvin Asset Management, LLC | 0.03% | — | 200 | $28K |
| Pinney & Scofield, Inc. | 0.02% | — | 200 | $28K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -99.7% | 197 | $27K |
| Creekmur Asset Management LLC | 0.01% | No change | 197 | $27K |
| Human Investing LLC | 0.00% | New | 192 | $26K |
| Old Second National Bank of Aurora | 0.01% | No change | 185 | $25K |
| Davis Capital Management | 0.02% | Reduce -3.7% | 180 | $25K |
| Operose Advisors LLC | 0.01% | No change | 178 | $24K |
| Gables Capital Management Inc. | 0.01% | No change | 175 | $24K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | — | 170 | $23K |
| Steph & Co. | 0.01% | No change | 170 | $23K |
| Sawyer & Company, Inc | 0.01% | Reduce -35.4% | 170 | $23K |
| Rakuten Securities, Inc. | 0.01% | Add +0.6% | 166 | $23K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -48.7% | 163 | $22K |
| Elequin Capital, LP | 0.00% | New | 160 | $22K |
| Reyes Financial Architecture, Inc. | 0.02% | — | 157 | $22K |
| First PREMIER Bank | 0.01% | Add +2.6% | 155 | $21K |
| Luken Investment Analytics, LLC | 0.01% | No change | 150 | $21K |
| Tompkins Financial Corp. | 0.00% | No change | 149 | $20K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 148 | $20K |
| PFS Partners, LLC | 0.01% | Add +0.7% | 143 | $20K |
| Richardson Financial Services Inc. | 0.01% | Reduce -50.0% | 142 | $20K |
| Investment Research & Advisory Group, Inc. | 0.01% | No change | 142 | $20K |
| WR Wealth Planners, LLC | 0.01% | No change | 141 | $19K |
| Synergy Asset Management, LLC | 0.00% | New | 120 | $18K |
| Legacy Bridge, LLC | 0.01% | No change | 132 | $18K |
| Financial Perspectives, Inc | 0.01% | Add +0.8% | 130 | $18K |
| Mainstream Capital Management LLC | 0.01% | New | 127 | $17K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -99.8% | 124 | $17K |
| Oarsman Capital, Inc. | 0.00% | No change | 124 | $17K |
| Eukles Asset Management | 0.01% | No change | 122 | $17K |
| Richards, Merrill & Peterson, Inc. | 0.01% | — | 120 | $17K |
| Comprehensive Financial Planning, Inc. | 0.01% | — | 119 | $16K |
| Synergy Investment Management, LLC | 0.01% | — | 117 | $16K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 116 | $16K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 115 | $16K |
| Center for Financial Planning, Inc. | 0.00% | No change | 115 | $16K |
| Wagner Wealth Management, LLC | 0.00% | No change | 113 | $16K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 110 | $15K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 109 | $15K |
| Hurley Capital, LLC | 0.01% | — | 105 | $15K |
| CoreFirst Bank & Trust | 0.01% | New | 105 | $14K |
| Park Place Capital Corp | 0.00% | Reduce -34.6% | 104 | $14K |
| True Wealth Design, LLC | 0.01% | No change | 100 | $14K |
| Ramirez Asset Management, Inc. | 0.00% | No change | 100 | $14K |
| Trust Co. of Vermont | 0.00% | No change | 100 | $14K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -29.7% | 97 | $13K |
| Wolff Wiese Magana LLC | 0.01% | No change | 96 | $13K |
| Ballast Advisors LLC | 0.00% | No change | 95 | $13K |
| Duncker Streett & Co. Inc. | 0.00% | Reduce -72.3% | 94 | $13K |
| Private Capital Management LLC | 0.00% | Reduce -90.6% | 92 | $13K |
| Richard Bernstein Advisors LLC | 0.00% | No change | 92 | $13K |
| Integrity Financial Corp | 0.01% | No change | 91 | $13K |
| SJS Investment Consulting Inc. | 0.00% | No change | 91 | $13K |
| WPG Advisers, LLC | 0.01% | — | 89 | $12K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -10.1% | 89 | $12K |
| McClarren Financial Advisors, Inc. | 0.03% | No change | 91 | $12K |
| Front Row Advisors LLC | 0.00% | No change | 84 | $11K |
| Evermay Wealth Management LLC | 0.00% | Reduce -28.3% | 81 | $11K |
| Rialto Wealth Management, LLC | 0.00% | — | 79 | $11K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 75 | $10K |
| Brooklyn Investment Group | 0.00% | New | 74 | $10K |
| Crowley Wealth Management, Inc. | 0.01% | — | 73 | $10K |
| Abound Wealth Management | 0.00% | Reduce -72.5% | 73 | $10K |
| Valley National Advisers Inc. | 0.00% | Add +387.5% | 78 | $10K |
| Logan Capital Management Inc. | 0.00% | No change | 71 | $10K |
| HighMark Wealth Management LLC | 0.01% | No change | 71 | $10K |
| Legacy Investment Solutions, LLC | 0.01% | Reduce -69.4% | 66 | $10K |
| Legacy Wealth Managment, LLC | 0.01% | Reduce -69.4% | 66 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 69 | $9K |
| REAP Financial Group, LLC | 0.00% | No change | 66 | $9K |
| Bellwether Advisors, LLC | 0.00% | New | 66 | $9K |
| IMG Wealth Management, Inc. | 0.01% | — | 65 | $9K |
| West Branch Capital LLC | 0.00% | No change | 64 | $9K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 64 | $9K |
| Balentine LLC | 0.00% | Reduce -42.7% | 63 | $9K |
| Peterson Wealth Services | 0.00% | No change | 58 | $8K |
| DecisionPoint Financial, LLC | 0.00% | No change | 51 | $7K |
| City State Bank | 0.00% | Reduce -91.7% | 50 | $7K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 48 | $7K |
| Redwood Park Advisors LLC | 0.01% | — | 45 | $6K |
| Atala Financial Inc | 0.00% | — | 45 | $6K |
| LGT Financial Advisors LLC | 0.01% | Reduce -51.7% | 42 | $6K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -26.4% | 39 | $5K |
| Legend Financial Advisors, Inc. | 0.00% | No change | 32 | $4K |
| Hoey Investments, Inc. | 0.00% | No change | 30 | $4K |
| NCP Inc. | 0.00% | No change | 29 | $4K |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 28 | $4K |
| BankPlus Trust Department | 0.00% | — | 28 | $4K |
| GoalVest Advisory LLC | 0.00% | New | 27 | $4K |
| Pingora Partners LLC | 0.00% | Reduce -50.0% | 25 | $3K |
| Gen-Wealth Partners Inc | 0.00% | No change | 25 | $3K |
| Aventura Private Wealth, LLC | 0.00% | — | 22 | $3K |
| LRI Investments, LLC | 0.00% | No change | 22 | $3K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -32.3% | 21 | $3K |
| Capital & Planning, LLC | 0.00% | — | 17 | $2K |
| Raleigh Capital Management Inc. | 0.00% | No change | 16 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 17 | $2K |
| FSA Wealth Management LLC | 0.00% | No change | 13 | $2K |
| Thompson Investment Management, Inc. | 0.00% | No change | 10 | $1K |
| Lanark Financial, Inc. | 0.10% | — | 7 | $1K |
| Navigoe, LLC | 0.00% | — | 12 | $1K |
| CKW Financial Group | 0.00% | New | 8 | $1K |
| Highline Wealth Partners LLC | 0.00% | No change | 7 | $963 |
| Greenline Partners, LLC | 0.00% | Reduce -99.5% | 7 | $963 |
| Caitlin John, LLC | 0.00% | No change | 6 | $843 |
| Compass Financial Services Inc | 0.00% | — | 6 | $825 |
| Paloma Partners Management Co | 0.00% | Reduce -100.0% | 6 | $825 |
| Toronto Dominion Bank | 0.00% | New | 4 | $550 |
| Menard Financial Group LLC | 0.00% | New | 3 | $413 |
| Mattson Financial Services, LLC | 0.00% | New | 2 | $308 |
| MPWM Advisory Solutions, LLC | 0.00% | — | 2 | $275 |
| Weaver Capital Management LLC | 0.00% | No change | 1 | $138 |
"% 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.