SS Health Care Select SectorXLVETF
13F holders, Q1 2025 (March 31)1,772holders +6
143new positions
130sold out
8famous investors
$146.15avg. 13F price*
At the end of Q1 2025, 1,772 institutions reported holding SS Health Care Select Sector (XLV) in their 13F filings, up 6 from Q4 2024. 143 opened new positions and 130 sold out. The largest holders were Bank of America Corp. ($5.0B), JPMorgan Chase & Co. ($1.9B) and Morgan Stanley ($1.8B). 8 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- SS Health Care Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q1 2025)
- CUSIP
- 81369Y209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 143 | $477.9M |
| Exits | 130 | $451.5M |
All 13F filers, Q4 2024 → Q1 2025: 19,760,604 shares bought and 18,062,919 shares sold, net +1,697,685 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,772 holders
| Bank of America Corp. | 0.44% | Reduce -6.8% | 34,121,943 | $5.0B |
| JPMorgan Chase & Co. | 0.14% | Add +16.0% | 12,681,479 | $1.9B |
| Morgan Stanley | 0.13% | Add +11.4% | 12,120,071 | $1.8B |
| LPL Financial LLC | 0.39% | Add +2.9% | 6,935,385 | $1.0B |
| Envestnet Asset Management Inc. | 0.30% | Add +9.3% | 6,474,961 | $945.4M |
| Raymond James Financial Inc. | 0.33% | Add +0.3% | 6,040,006 | $881.9M |
| Wells Fargo & Company | 0.21% | Reduce -0.4% | 5,836,233 | $852.1M |
| Goldman Sachs Group Inc. | 0.14% | Reduce -12.4% | 5,021,842 | $733.2M |
| UBS Group AG | 0.13% | Add +16.2% | 4,039,539 | $589.8M |
| Ameriprise Financial Inc. | 0.14% | Add +11.0% | 3,421,288 | $523.7M |
| Nissay Asset Management Corp. /Japan | 3.34% | Reduce -11.3% | 3,517,825 | $513.6M |
| Janney Montgomery Scott LLC | 1.43% | Add +0.6% | 3,452,734 | $504.1M |
| Truist Financial Corp. | 0.73% | Add +1.0% | 3,125,405 | $456.3M |
| Royal Bank of Canada | 0.10% | Add +3.3% | 3,120,800 | $455.7M |
| Harel Insurance Investments & Financial Services Ltd. | 5.56% | Add +0.1% | 2,910,865 | $425.0M |
| WestEnd Advisors, LLC | 10.66% | Add +2.1% | 2,750,662 | $401.6M |
| CHURCHILL MANAGEMENT Corp | 4.98% | Add +37.6% | 2,690,451 | $392.8M |
| Meitav Investment House Ltd. | 5.28% | Add +24.8% | 1,962,281 | $286.4M |
| Menora Mivtachim Holdings LTD. | 1.82% | Add +30.6% | 1,918,932 | $280.2M |
| Two Sigma Investments, LP | 0.52% | Reduce -34.2% | 1,559,500 | $227.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.48% | No change | 1,460,000 | $213.2M |
| Barclays PLC | 0.10% | Add +131.5% | 1,451,507 | $211.9M |
| Phoenix Financial Ltd. | 3.05% | Add +5.4% | 1,363,686 | $199.1M |
| PGIM Custom Harvest LLC | 4.42% | Add +10.4% | 1,267,682 | $185.1M |
| Voya Investment Management LLC | 0.23% | New | 1,186,774 | $173.3M |
| Citigroup Inc. | 0.13% | Add +57.2% | 1,140,712 | $166.6M |
| BNP Paribas Financial Markets | 0.12% | Add +1384.6% | 1,088,028 | $158.9M |
| BlackRock, Inc. | 0.00% | Add +44.4% | 1,044,610 | $152.5M |
| Cibc World Market Inc. | 0.34% | Add +2657.1% | 1,033,590 | $150.9M |
| Cetera Investment Advisers | 0.27% | Add +12.3% | 945,594 | $138.1M |
| Victory Capital Management Inc. | 0.14% | Add +2.8% | 933,887 | $136.4M |
| Cercano Management LLC | 3.83% | Add +52.6% | 892,458 | $130.3M |
| TD Asset Management Inc | 0.12% | Reduce -1.5% | 887,121 | $129.5M |
| Focus Partners Wealth | 0.32% | Reduce -2.1% | 863,201 | $126.0M |
| Neuberger Berman Group LLC | 0.10% | Add +87.7% | 787,772 | $115.0M |
| Stifel Financial Corp. | 0.12% | Reduce -12.3% | 743,024 | $108.5M |
| Commonwealth Equity Services, LLC | 0.14% | Add +1.4% | 688,005 | $100.5M |
| HighTower Advisors, LLC | 0.13% | Reduce -4.9% | 674,249 | $98.4M |
| Main Management ETF Advisors, LLC | 4.60% | Reduce -20.1% | 479,745 | $94.7M |
| Osaic Holdings, Inc. | 0.20% | Add +2.7% | 619,620 | $90.5M |
| Capital Investment Advisors, LLC | 1.76% | Add +9.5% | 614,436 | $89.7M |
| Bank of Nova Scotia | 0.19% | Reduce -0.3% | 560,285 | $81.8M |
| Northern Trust Corp. | 0.01% | Reduce -3.2% | 554,683 | $81.0M |
| Bank of Montreal | 0.04% | Add +178.3% | 549,983 | $80.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -6.6% | 538,254 | $78.6M |
| RiverFront Investment Group, LLC | 1.70% | Add +3.4% | 522,942 | $76.4M |
| Caisse de depot et placement du Quebec | 0.16% | Reduce -84.8% | 520,632 | $76.0M |
| Conservest Capital Advisors, Inc. | 7.73% | Reduce -1.6% | 504,178 | $73.6M |
| CW Advisors, LLC | 0.87% | Add +45.3% | 496,404 | $72.5M |
| Rockefeller Capital Management L.P. | 0.18% | Add +5.7% | 488,071 | $71.3M |
| Agf Management Ltd. | 0.38% | Reduce -48.3% | 485,894 | $70.9M |
| US Bancorp \de | 0.09% | Reduce -4.9% | 449,440 | $65.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.64% | Add +1997.5% | 433,402 | $63.4M |
| MML Investors Services, LLC | 0.21% | Add +25.7% | 425,066 | $62.1M |
| Advisory Alpha, LLC | 2.11% | Add +9.1% | 424,221 | $61.9M |
| J.Safra Asset Management Corp | 4.67% | Reduce -1.8% | 393,072 | $57.4M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +11.8% | 383,047 | $55.9M |
| Signature Estate & Investment Advisors LLC | 1.40% | Add +869.8% | 364,977 | $53.3M |
| Assetmark, Inc. | 0.15% | Reduce -2.1% | 363,664 | $53.1M |
| Alaska Permanent Fund Corp | 0.72% | Reduce -22.6% | 363,906 | $51.1M |
| KCM Investment Advisors LLC | 1.79% | Add +5.5% | 338,414 | $49.4M |
| Gerber Kawasaki Wealth & Investment Management | 2.19% | Add +5.3% | 334,287 | $48.8M |
| Greenwood Gearhart LLC | 3.32% | Add +0.9% | 328,706 | $48.0M |
| Main Management LLC | 4.12% | Add +41.4% | 320,201 | $46.8M |
| Swan Global Investments, LLC | 2.30% | Reduce -7.3% | 310,347 | $45.3M |
| Alps Advisors Inc. | 0.26% | Add +15.2% | 306,788 | $44.8M |
| Private Advisor Group, LLC | 0.27% | Reduce -9.3% | 303,624 | $44.3M |
| State of Michigan Retirement System | 0.25% | Add +7.8% | 295,988 | $43.2M |
| TD Waterhouse Canada Inc. | 0.35% | Reduce -4.1% | 297,268 | $42.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.28% | Add +376.6% | 282,995 | $41.3M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -5.5% | 266,554 | $38.9M |
| HSBC Holdings PLC | 0.03% | Add +60.4% | 266,834 | $38.6M |
| 1832 Asset Management L.P. | 0.07% | Add +86.0% | 263,882 | $38.5M |
| Cantor Fitzgerald, L. P. | 1.43% | Add +62.5% | 260,005 | $38.0M |
| Twin Tree Management, LP | 0.79% | Reduce -53.6% | 246,878 | $36.0M |
| Wharton Business Group, LLC | 1.55% | Add +0.2% | 235,889 | $34.4M |
| Baltimore-Washington Financial Advisors, Inc. | 1.84% | Add +0.9% | 233,982 | $34.2M |
| Sanctuary Advisors, LLC | 0.23% | Reduce -0.7% | 227,323 | $33.2M |
| Composition Wealth, LLC | 0.66% | Reduce -1.2% | 226,319 | $33.0M |
| Vestor Capital, LLC | 2.62% | Add +22382.4% | 218,079 | $31.8M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.52% | No change | 210,574 | $30.7M |
| Graypoint LLC | 1.83% | Reduce -3.9% | 200,792 | $29.3M |
| Peapack Gladstone Financial Corp. | 0.43% | Reduce -0.9% | 198,656 | $29.0M |
| MMBG Investment Advisors Co. | 3.25% | Reduce -14.2% | 197,134 | $28.8M |
| MAI Capital Management | 0.21% | Reduce -1.1% | 191,311 | $27.9M |
| Mariner, LLC | 0.05% | Reduce -11.4% | 190,799 | $27.9M |
| Full Sail Capital, LLC | 1.80% | Reduce -5.0% | 190,578 | $27.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.39% | Reduce -49.3% | 189,275 | $27.6M |
| Trek Financial, LLC | 1.99% | Reduce -4.7% | 188,760 | $27.6M |
| Spinnaker Trust | 1.77% | Reduce -4.2% | 185,977 | $27.2M |
| Spire Wealth Management | 0.86% | Reduce -0.6% | 183,862 | $26.8M |
| Kingsview Wealth Management, LLC | 0.51% | Reduce -5.4% | 183,595 | $26.8M |
| Fifth Third Bancorp | 0.10% | Reduce -8.3% | 183,207 | $26.8M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 4.35% | Reduce -27.7% | 180,300 | $26.3M |
| FMR LLC | 0.00% | Add +1.2% | 179,892 | $26.3M |
| Makena Capital Management LLC | 2.69% | Add +62.4% | 178,487 | $26.1M |
| SP Asset Management LLC | 2.30% | Add +0.5% | 178,374 | $26.0M |
| Stonebridge Financial Group, LLC | 2.77% | Add +1615.5% | 178,081 | $26.0M |
| Yelin Lapidot Holdings Management Ltd. | 4.94% | Reduce -0.3% | 175,129 | $25.6M |
| Bank Hapoalim BM | 3.84% | Add +110.4% | 174,775 | $25.5M |
| NewEdge Advisors, LLC | 0.14% | Reduce -13.1% | 166,240 | $24.3M |
| Clarity Financial LLC | 2.75% | Add +22.2% | 163,780 | $23.9M |
| Financial Advisory Corp | 3.95% | Add +1.9% | 163,312 | $23.8M |
| Captrust Financial Advisors | 0.06% | Add +0.3% | 162,384 | $23.7M |
| Biltmore Wealth Management, LLC | 9.59% | Add +0.9% | 155,721 | $22.7M |
| Park Avenue Securities LLC | 0.28% | Add +31.2% | 155,622 | $22.7M |
| DAVENPORT & Co LLC | 0.13% | Add +2.2% | 152,226 | $22.2M |
| Krilogy Financial LLC | 1.44% | Add +1.3% | 152,109 | $22.2M |
| Steward Partners Investment Advisory, LLC | 0.20% | Add +41.4% | 152,051 | $22.2M |
| Mirae Asset Securities (usa) Inc. | 0.95% | New | 150,910 | $22.0M |
| Atria Wealth Solutions, Inc. | 0.27% | Reduce -8.1% | 150,557 | $22.0M |
| Tiff Advisory Services, LLC | 5.20% | No change | 149,621 | $21.8M |
| Concurrent Investment Advisors, LLC | 0.53% | Add +27.2% | 148,215 | $21.6M |
| Prestige Wealth Management Group LLC | 4.62% | Add +207.3% | 147,880 | $21.6M |
| Kestra Advisory Services, LLC | 0.10% | Add +12.3% | 147,578 | $21.5M |
| Equitable Holdings, Inc. | 0.20% | Add +1.2% | 147,576 | $21.5M |
| American Financial Advisors, LLC | 3.12% | Reduce -2.5% | 147,273 | $21.5M |
| Graves Light Lenhart Wealth, Inc. | 2.57% | Reduce -0.7% | 143,624 | $21.0M |
| Bar Harbor Wealth Management | 1.37% | Reduce -2.1% | 141,559 | $20.7M |
| Bouchey Financial Group, Ltd. | 1.85% | Add +2.5% | 140,556 | $20.5M |
| Pathstone Holdings, LLC | 0.09% | Add +88.0% | 140,484 | $20.5M |
| Corient Private Wealth LP | 0.03% | Reduce -20.6% | 139,984 | $20.4M |
| Ayalon Insurance Comp Ltd. | 6.50% | Reduce -0.6% | 137,899 | $20.1M |
| Comerica Bank | 0.08% | Add +5.8% | 137,877 | $20.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.99% | Add +1.3% | 133,986 | $19.6M |
| Exchange Traded Concepts, LLC | 0.35% | Reduce -38.4% | 133,980 | $19.6M |
| State Street Corp. | 0.00% | New | 132,876 | $19.4M |
| Balyasny Asset Management L.P. | 0.05% | Reduce -50.1% | 131,129 | $19.1M |
| Teamwork Financial Advisors, LLC | 2.63% | New | 130,756 | $19.1M |
| Provida Pension Fund Administrator | 0.38% | Add +36.3% | 128,730 | $18.8M |
| Citadel Advisors | 0.02% | Add +155.2% | 127,318 | $18.6M |
| Advisors Preferred, LLC | 2.48% | New | 128,961 | $18.5M |
| Flagship Harbor Advisors, LLC | 0.97% | Add +283.3% | 126,603 | $18.5M |
| Evolution Wealth Advisors, LLC | 3.07% | Add +58.0% | 125,990 | $18.4M |
| Miller Investment Management, LP | 2.02% | Add +0.0% | 125,037 | $18.3M |
| McKinley Carter Wealth Services, Inc. | 1.12% | Add +0.9% | 124,836 | $18.2M |
| IHT Wealth Management, LLC | 0.56% | Add +3.6% | 123,855 | $18.1M |
| Thor Trading Advisors, LLC | 7.28% | New | 123,403 | $18.0M |
| First Interstate Bank | 1.07% | Reduce -10.7% | 123,280 | $18.0M |
| Blair William & Co. | 0.05% | Add +1.4% | 122,830 | $17.9M |
| Nan Shan Life Insurance Co., Ltd. | 0.42% | Add +7.0% | 121,535 | $17.7M |
| Creative Planning | 0.02% | Add +20.5% | 120,914 | $17.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -2.0% | 120,687 | $17.6M |
| IMZ Advisory Inc | 7.89% | Reduce -16.8% | 119,116 | $17.4M |
| Bellwether Advisors, LLC | 3.53% | Add +175077.3% | 115,617 | $16.9M |
| Rothschild Capital Partners, LLC | 4.40% | Add +7.9% | 115,255 | $16.8M |
| Measured Wealth Private Client Group, LLC | 5.34% | Add +18.1% | 114,032 | $16.6M |
| Valmark Advisers, Inc. | 0.25% | Add +20.2% | 112,721 | $16.5M |
| Jones Financial Companies LLLP | 0.01% | Add +55.1% | 113,688 | $16.4M |
| Summit Trail Advisors, LLC | 0.54% | Reduce -51.8% | 111,139 | $16.2M |
| Perigon Wealth Management, LLC | 0.41% | Reduce -0.6% | 110,311 | $16.1M |
| Oppenheimer Asset Management Inc. | 0.20% | Reduce -21.5% | 109,219 | $15.9M |
| Baird Financial Group, Inc. | 0.03% | Add +19.9% | 108,901 | $15.9M |
| Renaissance Technologies | 0.02% | Reduce -50.6% | 108,700 | $15.9M |
| Means Investment Co., Inc. | 1.66% | Add +125.1% | 107,181 | $15.6M |
| Theory Financial LLC | 6.53% | New | 106,100 | $15.5M |
| Adams Diversified Equity Fund, Inc. | 0.61% | New | 104,600 | $15.3M |
| Asset Advisors Investment Management, LLC | 1.60% | Add +3.5% | 104,082 | $15.2M |
| Atria Investments, Inc | 0.19% | Add +35.1% | 104,008 | $15.2M |
| WESPAC Advisors SoCal, LLC | 3.95% | Add +12.6% | 103,925 | $15.2M |
| Kozak & Associates, Inc. | 3.77% | Add +3.3% | 109,021 | $15.1M |
| Element Pointe Advisors, LLC | 3.66% | New | 103,030 | $15.0M |
| Old National Bancorp | 0.39% | Reduce -4.5% | 101,847 | $14.9M |
| Passaic Partners LLC | 2.25% | Reduce -16.0% | 101,438 | $14.8M |
| Analyst IMS Investment Management Services Ltd. | 0.57% | Reduce -0.2% | 100,040 | $14.6M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -3.4% | 98,834 | $14.4M |
| Kwmg, LLC | 1.46% | Add +68.6% | 98,010 | $14.3M |
| Dakota Wealth Management | 0.33% | Add +4.8% | 97,355 | $14.2M |
| Oppenheimer & Co. Inc. | 0.21% | Add +10.7% | 94,757 | $13.8M |
| Prosperity Consulting Group, LLC | 1.07% | Reduce -5.8% | 94,696 | $13.8M |
| Salomon & Ludwin, LLC | 1.47% | Add +6.1% | 94,159 | $13.8M |
| Qube Research & Technologies Ltd | 0.02% | Add +154.3% | 93,701 | $13.7M |
| Scotia Capital Inc. | 0.07% | Reduce -43.3% | 93,311 | $13.6M |
| Robertson Stephens Wealth Management, LLC | 0.51% | Add +155.2% | 93,271 | $13.6M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -18.2% | 91,013 | $13.6M |
| Nicholas Investment Partners, LP | 1.55% | New | 91,756 | $13.4M |
| Round Rock Advisors LLC | 2.42% | Add +16.4% | 89,254 | $13.0M |
| Long Run Wealth Advisors, LLC | 2.92% | Reduce -2.5% | 88,319 | $12.9M |
| WBH Advisory Inc. | 1.18% | Add +10.8% | 86,533 | $12.6M |
| Cwm, LLC | 0.05% | Reduce -12.9% | 85,693 | $12.5M |
| Brave Asset Management Inc. | 3.91% | Reduce -32.3% | 85,191 | $12.4M |
| Cresset Asset Management, LLC | 0.06% | Reduce -19.3% | 83,717 | $12.2M |
| Fifth Third Securities, Inc. | 1.02% | Add +5.5% | 83,064 | $12.1M |
| Carnegie Investment Counsel | 0.29% | Add +4.6% | 89,693 | $12.1M |
| Lido Advisors, LLC | 0.07% | Add +15.4% | 82,643 | $12.1M |
| Parkside Investments, LLC | 1.77% | Add +1.7% | 82,143 | $12.0M |
| Avantax Advisory Services, Inc. | 0.07% | Add +10.8% | 81,584 | $11.9M |
| Chemung Canal Trust Co. | 2.60% | Add +26.5% | 81,116 | $11.8M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2.95% | No change | 80,993 | $11.8M |
| J.W. Cole Advisors, Inc. | 0.37% | Reduce -5.9% | 80,791 | $11.8M |
| Stillwater Capital Advisors, LLC | 1.64% | Reduce -21.0% | 80,526 | $11.8M |
| Gratus Wealth Advisors, LLC | 1.91% | Reduce -22.1% | 79,820 | $11.7M |
| Hilltop Wealth Advisors, LLC | 6.54% | Add +6.0% | 79,330 | $11.6M |
| Tamar Securities, LLC | 1.55% | Add +6.5% | 78,247 | $11.4M |
| BTG Pactual Asset Management US LLC | 1.47% | Add +127.1% | 77,818 | $11.4M |
| SFG Wealth Management, LLC. | 5.53% | Add +4.0% | 77,514 | $11.3M |
| Lowe Brockenbrough & Co. Inc. | 0.74% | Add +8.1% | 77,419 | $11.3M |
| Silverleafe Capital Partners, LLC | 3.88% | Reduce -2.8% | 77,286 | $11.3M |
| Proquility Private Wealth Partners, LLC | 3.46% | Add +7.0% | 76,950 | $11.2M |
| Arvest Bank Trust Division | 0.71% | Add +0.3% | 76,789 | $11.2M |
| High Note Wealth, LLC | 2.76% | Reduce -3.6% | 76,205 | $11.1M |
| Prudent Investors Network, Inc. | 3.14% | Reduce -26.7% | 75,391 | $11.0M |
| Private Wealth Advisors, LLC | 4.55% | Reduce -8.3% | 74,153 | $10.8M |
| Ashton Thomas Private Wealth, LLC | 0.41% | Reduce -47.5% | 73,511 | $10.7M |
| Integrated Advisors Network LLC | 0.54% | Add +7.6% | 72,799 | $10.6M |
| Callan Capital, LLC | 0.79% | Reduce -0.5% | 72,720 | $10.6M |
| Frisch Financial Group, Inc. | 2.97% | Reduce -0.2% | 72,451 | $10.6M |
| Tocqueville Asset Management L.P. | 0.17% | Reduce -1.6% | 72,241 | $10.5M |
| Founders Financial Securities LLC | 0.89% | Add +21.2% | 75,439 | $10.5M |
| Hobart Private Capital, LLC | 2.61% | Reduce -0.1% | 71,502 | $10.4M |
| Petredis Investment Advisors LLC | 1.09% | Reduce -0.7% | 71,217 | $10.4M |
| Castleark Management LLC | 0.36% | No change | 71,120 | $10.4M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -8.7% | 70,773 | $10.3M |
| Harrell Investment Partners, LLC | 3.06% | Reduce -9.0% | 70,553 | $10.3M |
| Vickerman Investment Advisors, Inc. | 2.30% | Add +5.2% | 69,580 | $10.2M |
| RFG Advisory, LLC | 0.27% | Reduce -12.0% | 68,414 | $10.0M |
| First Merchants Corp. | 0.39% | Reduce -5.6% | 67,348 | $9.8M |
| Premier Path Wealth Partners, LLC | 1.50% | Reduce -7.1% | 66,099 | $9.7M |
| Capital Insight Partners, LLC | 1.66% | Reduce -0.7% | 65,265 | $9.5M |
| Eagle Wealth Strategies LLC | 5.84% | Add +4.9% | 65,166 | $9.5M |
| Royal Fund Management, LLC | 1.13% | Add +21.1% | 64,954 | $9.5M |
| Advisor Resource Council | 0.77% | Add +4034.7% | 68,678 | $9.5M |
| Gladstone Institutional Advisory LLC | 0.44% | Reduce -13.0% | 64,472 | $9.4M |
| EP Wealth Advisors, LLC | 0.08% | Reduce -10.5% | 64,395 | $9.4M |
| Martin & Co. Inc. | 1.81% | Add +0.4% | 64,097 | $9.4M |
| Mfa Wealth Advisors, LLC | 2.31% | Add +5.6% | 63,994 | $9.3M |
| Toth Financial Advisory Corp. | 1.12% | Reduce -1.7% | 63,934 | $9.3M |
| Jane Street Group, LLC | 0.02% | Reduce -1.3% | 63,646 | $9.3M |
| Global Endowment Management, LP | 1.21% | Reduce -7.1% | 63,644 | $9.3M |
| Welch Capital Partners LLC | 2.21% | No change | 63,480 | $9.3M |
| Pallas Capital Advisors LLC | 0.38% | Reduce -7.5% | 63,308 | $9.2M |
| Arkadios Wealth Advisors | 0.35% | Add +60.8% | 62,975 | $9.2M |
| Winthrop Capital Management, LLC | 2.51% | Add +25.8% | 62,546 | $9.1M |
| Cerity Partners LLC | 0.02% | Reduce -17.5% | 62,230 | $9.1M |
| Tritonpoint Wealth, LLC | 0.86% | Add +12.0% | 61,859 | $9.0M |
| SG Americas Securities, LLC | 0.03% | Add +69.4% | 61,382 | $9.0M |
| Evercore Wealth Management, LLC | 0.14% | Reduce -57.9% | 60,947 | $8.9M |
| Sage Capital Advisors,llc | 2.32% | Add +1025.4% | 60,669 | $8.9M |
| Prime Capital Investment Advisors, LLC | 0.10% | Add +23.4% | 60,285 | $8.8M |
| Sigma Planning Corp | 0.28% | Add +1.7% | 59,631 | $8.7M |
| National Bank of Canada | 0.01% | Add +7.3% | 59,362 | $8.7M |
| SRB Corp. | 0.56% | Add +139.8% | 58,591 | $8.6M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -25.6% | 58,558 | $8.6M |
| Syon Capital LLC | 0.69% | Reduce -5.1% | 58,043 | $8.5M |
| B. Riley Wealth Advisors, Inc. | 0.26% | Reduce -22.0% | 57,820 | $8.4M |
| Tower Research Capital LLC (TRC) | 0.25% | Reduce -82.2% | 56,685 | $8.4M |
| &partners | 0.09% | Reduce -24.8% | 57,023 | $8.3M |
| Waverly Advisors, LLC | 0.10% | Add +11.1% | 56,401 | $8.2M |
| Adams Wealth Management | 1.61% | New | 56,288 | $8.2M |
| CacheTech Inc. | 1.60% | New | 56,288 | $8.2M |
| Keebeck Wealth Management | 1.21% | Reduce -9.5% | 56,090 | $8.2M |
| Constitution Capital LLC | 4.53% | Reduce -1.6% | 56,021 | $8.2M |
| Howard Capital Management Group, LLC | 0.64% | Add +1.0% | 55,894 | $8.2M |
| IMC-Chicago, LLC | 0.31% | Add +44.0% | 54,723 | $8.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | New | 55,260 | $8.0M |
| Arvest Investments, Inc. | 1.25% | Add +3.4% | 54,459 | $8.0M |
| Orange Investment Advisors, Inc. | 0.95% | Reduce -5.1% | 54,381 | $7.9M |
| Forbes J M & Co. LLP | 0.77% | Reduce -1.5% | 54,169 | $7.9M |
| Marshall Wace, LLP | 0.01% | Reduce -91.5% | 54,012 | $7.9M |
| Western Wealth Management, LLC | 0.52% | Reduce -8.7% | 53,331 | $7.8M |
| Woodmont Investment Counsel LLC | 0.56% | Add +4.4% | 53,176 | $7.8M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -4.2% | 51,793 | $7.6M |
| Transcend Capital Advisors, LLC | 0.54% | Reduce -2.8% | 51,499 | $7.5M |
| Sabal Trust CO | 0.42% | Reduce -17.1% | 51,404 | $7.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -82.4% | 50,857 | $7.4M |
| Pachira Investments Inc. | 5.20% | Add +9.9% | 51,193 | $7.4M |
| Innealta Capital, LLC | 4.04% | Reduce -1.6% | 50,590 | $7.4M |
| Cornerstone Wealth Group, LLC | 0.61% | New | 50,020 | $7.3M |
| Provident Co of the Employees of the Hebrew University LTD | 8.35% | No change | 49,824 | $7.3M |
| Natixis | 0.04% | No change | 50,000 | $7.3M |
| Sound View Wealth Advisors Group, LLC | 0.59% | Add +3.0% | 49,515 | $7.2M |
| Stratos Wealth Partners, LTD. | 0.11% | Reduce -10.1% | 49,181 | $7.2M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -23.5% | 48,921 | $7.1M |
| Annex Advisory Services, LLC | 0.20% | Reduce -6.6% | 48,887 | $7.1M |
| Advisory Services Network, LLC | 0.14% | Add +7.6% | 48,659 | $7.1M |
| HRT Financial LP | 0.04% | New | 48,394 | $7.1M |
| Allred Capital Management, LLC | 2.79% | Add +1.8% | 47,773 | $7.0M |
| WT Wealth Management | 2.26% | Reduce -3.8% | 47,568 | $6.9M |
| Independent Financial Group, LLC | 0.24% | Add +16.4% | 47,552 | $6.9M |
| Fisher Asset Management | 0.00% | Add +184.0% | 47,484 | $6.9M |
| Twin Focus Capital Partners, LLC | 1.08% | Reduce -18.1% | 47,428 | $6.9M |
| Merit Financial Group, LLC | 0.10% | Reduce -29.2% | 46,660 | $6.8M |
| Atom Investors LP | 0.82% | Add +10.7% | 45,879 | $6.7M |
| Freedom Investment Management, Inc. | 0.56% | Reduce -8.4% | 45,737 | $6.7M |
| Sharper & Granite LLC | 2.75% | Add +10.0% | 45,569 | $6.7M |
| CMH Wealth Management LLC | 1.66% | Reduce -0.2% | 45,325 | $6.6M |
| Patten & Patten Inc. | 0.44% | Add +1.7% | 45,269 | $6.6M |
| Liberty One Investment Management, LLC | 0.67% | Reduce -1.9% | 45,249 | $6.6M |
| Foundations Investment Advisors, LLC | 0.12% | Reduce -88.0% | 44,890 | $6.6M |
| Intrua Financial, LLC | 1.03% | Reduce -37.4% | 44,884 | $6.6M |
| Pinnacle Associates Ltd. | 0.10% | Reduce -1.6% | 44,758 | $6.5M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -18.3% | 44,736 | $6.5M |
| TCV Trust & Wealth Management, Inc. | 0.60% | Add +2.5% | 44,213 | $6.5M |
| Harbour Investments, Inc. | 0.18% | Add +9.7% | 44,046 | $6.4M |
| Embree Financial Group | 1.07% | Reduce -14.8% | 43,872 | $6.4M |
| Bedell Frazier Investment Counselling, LLC | 1.63% | Reduce -12.2% | 43,816 | $6.4M |
| Fortis Group Advisors, LLC | 1.24% | Add +35152.4% | 43,713 | $6.4M |
| Stephens Inc. | 0.09% | Reduce -4.0% | 43,424 | $6.3M |
| LMR Partners LLP | 0.17% | Reduce -29.0% | 43,348 | $6.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.4% | 43,290 | $6.3M |
| Apexium Financial, LP | 0.38% | Add +37.2% | 43,111 | $6.3M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +4.6% | 42,997 | $6.3M |
| Orion Portfolio Solutions, LLC | 0.06% | Add +4.6% | 42,997 | $6.3M |
| Kennicott Capital Management LLC | 4.08% | Add +19.2% | 42,871 | $6.3M |
| Madison Park Capital Advisors, LLC | 5.49% | Add +1.2% | 42,825 | $6.3M |
| Horizon Investments, LLC | 0.18% | Add +17.4% | 42,518 | $6.2M |
| Commerce Bank | 0.04% | Reduce -4.8% | 42,377 | $6.2M |
| Modus Advisors, LLC | 2.01% | Reduce -0.9% | 42,036 | $6.1M |
| AlTi Global, Inc. | 0.16% | Reduce -0.3% | 41,552 | $6.1M |
| Tepp RIA, LLC | 8.24% | Reduce -1.6% | 41,536 | $6.1M |
| Simmons Bank | 0.45% | Reduce -0.5% | 40,926 | $6.0M |
| Thoma Capital Management LLC | 4.17% | Add +8.9% | 40,797 | $6.0M |
| Millennium Management | 0.01% | Reduce -92.6% | 40,637 | $5.9M |
| Busey Bank | 0.20% | Add +0.1% | 40,507 | $5.9M |
| Maven Securities LTD | 1.29% | Add +0.0% | 40,401 | $5.9M |
| BigSur Wealth Management LLC | 1.60% | Add +14.3% | 40,333 | $5.9M |
| Rockport Wealth LLC | 2.08% | Add +10.2% | 40,293 | $5.9M |
| Wela Strategies, Inc. | 2.45% | Add +10.3% | 39,692 | $5.8M |
| Essex LLC | 1.25% | Add +28.2% | 39,522 | $5.8M |
| Guerra Advisors Inc | 3.21% | New | 39,311 | $5.7M |
| U.S. Capital Wealth Advisors, LLC | 0.18% | Reduce -1.6% | 39,288 | $5.7M |
| Granite Harbor Advisors, Inc. | 3.04% | Add +2.7% | 39,156 | $5.7M |
| Quantinno Capital Management LP | 0.04% | Reduce -15.7% | 39,113 | $5.7M |
| WoodTrust Financial Corp | 0.80% | New | 39,102 | $5.7M |
| Denver Wealth Management, Inc. | 2.59% | Add +10.6% | 38,886 | $5.7M |
| Sepio Capital, LP | 0.45% | Reduce -2.9% | 38,726 | $5.7M |
| Magnus Financial Group LLC | 0.55% | Add +4.6% | 38,555 | $5.6M |
| Financial Freedom, LLC | 3.23% | Reduce -0.6% | 38,464 | $5.6M |
| Westwood Holdings Group Inc. | 0.04% | Reduce -2.6% | 38,414 | $5.6M |
| Atlas Capital Advisors Inc. | 0.69% | Add +2.5% | 37,689 | $5.5M |
| Venturi Wealth Management, LLC | 0.29% | Add +37.1% | 37,590 | $5.5M |
| Bonfire Financial | 5.05% | Add +9.7% | 37,536 | $5.5M |
| Courier Capital LLC | 0.35% | Reduce -16.5% | 37,078 | $5.4M |
| Haverford Trust Co | 0.05% | Reduce -4.1% | 36,811 | $5.4M |
| Lyell Wealth Management, LP | 0.50% | Add +24.2% | 36,662 | $5.4M |
| St Germain D J Co. Inc. | 0.25% | Reduce -4.9% | 36,544 | $5.3M |
| Deltec Asset Management LLC | 1.14% | Reduce -0.1% | 36,280 | $5.3M |
| Sowell Financial Services LLC | 0.24% | Add +3.1% | 35,958 | $5.3M |
| Benjamin Edwards Inc. | 0.07% | Add +20.0% | 35,452 | $5.2M |
| UNIVEST FINANCIAL Corp | 0.34% | Reduce -58.9% | 35,217 | $5.1M |
| Kestra Private Wealth Services, LLC | 0.09% | Reduce -3.8% | 35,165 | $5.1M |
| Astor Investment Management LLC | 2.72% | New | 35,052 | $5.1M |
| Algorithmic Investment Models, LLC | 3.76% | New | 35,006 | $5.1M |
| 5th Street Advisors, LLC | 2.46% | Reduce -35.3% | 34,965 | $5.1M |
| Financial Counselors Inc. | 0.08% | Add +2.9% | 34,909 | $5.1M |
| Glenmede Trust Co. NA | 0.03% | Add +30.5% | 34,802 | $5.1M |
| Keystone Global Partners, LLC | 3.56% | — | 34,782 | $5.1M |
| 3EDGE Asset Management, LP | 0.34% | Add +33.2% | 35,024 | $5.1M |
| Riggs Asset Managment Co. Inc. | 1.45% | Add +11275.1% | 34,694 | $5.1M |
| Choate Investment Advisors | 0.13% | Add +4.9% | 34,668 | $5.1M |
| Aspire Capital Advisors LLC | 1.50% | Reduce -33.6% | 34,502 | $5.0M |
| GoalFusion Wealth Management, LLC | 2.75% | Add +0.1% | 34,423 | $5.0M |
| PFG Advisors | 0.28% | Add +16.6% | 34,316 | $5.0M |
| Riverpoint Wealth Management Holdings, LLC | 1.28% | Reduce -1.8% | 34,039 | $5.0M |
| Valley Wealth Managers, Inc. | 0.37% | Add +752.2% | 33,663 | $4.9M |
| Concentric Capital Strategies, LP | 0.49% | Add +315.9% | 33,649 | $4.9M |
| Farther Finance Advisors, LLC | 0.13% | Add +2.8% | 34,148 | $4.9M |
| GeoWealth Management, LLC | 0.20% | Add +6.0% | 33,491 | $4.9M |
| Mutual Advisors, LLC | 0.14% | Add +1.1% | 35,343 | $4.9M |
| Compton Financial Group, LLC | 1.40% | New | 33,344 | $4.9M |
| Hilltop Holdings Inc. | 0.31% | Add +6.8% | 33,205 | $4.8M |
| Stockman Wealth Management, Inc. | 0.71% | Add +0.7% | 32,806 | $4.8M |
| Mill Creek Capital Advisors, LLC | 0.12% | Add +0.6% | 32,680 | $4.8M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +61.4% | 32,396 | $4.7M |
| Fiduciary Group, LLC | 0.47% | Add +4.3% | 32,249 | $4.7M |
| First Trust Advisors LP | 0.00% | Add +12.3% | 31,815 | $4.6M |
| First Horizon Advisors, Inc. | 0.13% | Add +0.9% | 31,453 | $4.6M |
| One Wealth Map LLC | 3.05% | Add +1.2% | 34,579 | $4.6M |
| Natixis Advisors, LLC | 0.01% | Add +26.1% | 31,373 | $4.6M |
| Delos Wealth Advisors, LLC | 3.62% | Add +0.4% | 31,355 | $4.6M |
| Centaurus Financial, Inc. | 0.27% | Reduce -12.8% | 30,728 | $4.5M |
| Bleakley Financial Group, LLC | 0.14% | Add +10.1% | 29,744 | $4.3M |
| Brown Brothers Harriman & Co. | 0.03% | Reduce -9.9% | 29,658 | $4.3M |
| Nvwm, LLC | 1.15% | Add +18.1% | 29,574 | $4.3M |
| Allworth Financial LP | 0.02% | Add +0.0% | 31,347 | $4.3M |
| Northeast Financial Consultants Inc | 0.19% | Reduce -11.8% | 28,761 | $4.2M |
| Cooksen Wealth, LLC | 4.26% | Reduce -1.8% | 28,424 | $4.2M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +18.0% | 28,750 | $4.2M |
| Ferguson Wellman Capital Management, Inc. | 0.08% | Reduce -15.0% | 28,666 | $4.2M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -3.5% | 28,604 | $4.2M |
| Wealthfront Advisers LLC | 0.01% | Add +16.6% | 28,475 | $4.2M |
| Dorsey & Whitney Trust CO LLC | 0.24% | Add +12.8% | 28,472 | $4.2M |
| JSF Financial, LLC | 1.09% | Add +353.6% | 28,405 | $4.1M |
| Calton & Associates, Inc. | 0.94% | Add +53.4% | 28,322 | $4.1M |
| 10Elms LLP | 4.86% | Add +5.8% | 28,129 | $4.1M |
| BBR Partners, LLC | 0.29% | Add +0.8% | 28,082 | $4.1M |
| Focus Financial Network, Inc. | 0.17% | Reduce -3.0% | 27,897 | $4.1M |
| Brandywine Oak Private Wealth LLC | 0.40% | Reduce -4.7% | 27,801 | $4.1M |
| Benedict Financial Advisors Inc. | 0.94% | Add +0.4% | 27,765 | $4.1M |
| Meridian Wealth Management, LLC | 0.20% | Reduce -2.0% | 27,694 | $4.0M |
| Bfsg, LLC | 0.49% | Add +0.1% | 27,664 | $4.0M |
| Mechanics Bank Trust Department | 0.55% | Reduce -1.9% | 27,523 | $4.0M |
| Simplex Trading, LLC | 0.14% | New | 27,450 | $4.0M |
| Iyo Bank, Ltd. | 1.29% | New | 27,411 | $4.0M |
| Leicht Financial Planning & Wealth Management, Inc. | 2.09% | Add +9.0% | 27,401 | $4.0M |
| IFP Advisors, Inc | 0.12% | Reduce -12.2% | 27,286 | $4.0M |
| Brookstone Capital Management | 0.06% | Reduce -11.5% | 27,245 | $4.0M |
| Vaughan David Investments LLC | 0.09% | Reduce -1.1% | 27,153 | $4.0M |
| Keybank National Association | 0.02% | Reduce -2.0% | 27,112 | $4.0M |
| LM Advisors LLC | 0.71% | Reduce -4.4% | 26,667 | $3.9M |
| Signal Advisors Wealth, LLC | 0.38% | Add +9.9% | 26,661 | $3.9M |
| MV Capital Management, Inc. | 0.42% | Reduce -24.9% | 26,620 | $3.9M |
| Larson Financial Group LLC | 0.18% | Add +62.5% | 26,512 | $3.9M |
| Perbak Capital Partners LLP | 2.86% | Add +4.0% | 26,450 | $3.9M |
| Penserra Capital Management LLC | 0.07% | New | 26,407 | $3.9M |
| FPC Investment Advisory, Inc. | 2.64% | Add +6.3% | 27,856 | $3.8M |
| Belpointe Asset Management LLC | 0.20% | Add +15.1% | 26,319 | $3.8M |
| Fourth Dimension Wealth, LLC | 1.86% | Reduce -0.3% | 26,305 | $3.8M |
| Westside Investment Management, Inc. | 0.82% | Add +22.3% | 26,312 | $3.8M |
| Capstone Investment Advisors, LLC | 0.04% | Add +65.0% | 26,002 | $3.8M |
| Asset Allocation Strategies LLC | 0.94% | Reduce -15.4% | 25,908 | $3.8M |
| Cary Street Partners Financial LLC | 0.12% | Reduce -6.7% | 25,880 | $3.8M |
| World Investment Advisors | 0.10% | Add +4.0% | 25,817 | $3.8M |
| Certuity, LLC | 0.39% | Add +0.9% | 25,767 | $3.8M |
| Banco Santander, S.A. | 0.04% | Reduce -58.5% | 25,758 | $3.8M |
| Attessa Capital LLC | 2.46% | Add +7.4% | 25,706 | $3.8M |
| New England Private Wealth Advisors LLC | 0.58% | Add +0.2% | 25,588 | $3.7M |
| IFG Advisory, LLC | 0.21% | Add +11.8% | 25,512 | $3.7M |
| CoreCap Advisors, LLC | 0.16% | Add +45.5% | 25,449 | $3.7M |
| Cornerstone Advisors, LLC | 0.16% | Reduce -61.4% | 25,300 | $3.7M |
| WealthCare Investment Partners, LLC | 1.56% | Add +0.9% | 27,752 | $3.7M |
| Elevation Point Wealth Partners, LLC | 0.32% | Reduce -8.2% | 25,188 | $3.7M |
| Rockingstone Advisors LLC | 1.65% | Reduce -19.4% | 25,049 | $3.7M |
| Aster Capital Management (DIFC) Ltd | 0.68% | New | 24,524 | $3.7M |
| Nwi Management LP | 0.49% | No change | 25,000 | $3.6M |
| TruWealth Advisors, LLC | 0.22% | Add +2.6% | 24,880 | $3.6M |
| Power Wealth Management LLC | 1.47% | Add +5.5% | 24,860 | $3.6M |
| Sentinel Trust Co. Lba | 0.43% | Reduce -0.2% | 24,820 | $3.6M |
| AdvisorNet Financial, Inc | 0.27% | Reduce -4.5% | 24,687 | $3.6M |
| Associated Banc-Corp | 0.11% | Add +0.6% | 24,610 | $3.6M |
| Bay Rivers Group | 1.88% | Reduce -2.1% | 24,521 | $3.6M |
| Laraway Financial Advisors Inc | 2.82% | Add +1.3% | 24,322 | $3.6M |
| One Charles Private Wealth Services, LLC | 1.14% | Add +0.4% | 24,204 | $3.5M |
| Nwam LLC | 0.30% | Add +6.5% | 24,093 | $3.5M |
| Nelson Capital Management, LLC | 0.61% | Add +8.5% | 24,033 | $3.5M |
| Jackson, Grant Investment Advisers, Inc. | 1.35% | Add +0.8% | 23,959 | $3.5M |
| Capital Investment Advisory Services, LLC | 0.31% | Reduce -2.1% | 23,903 | $3.5M |
| Maxele Advisors, LLC | 3.32% | Reduce -1.4% | 23,538 | $3.4M |
| Prospect Financial Services LLC | 1.90% | Add +113.4% | 23,457 | $3.4M |
| HB Wealth Management, LLC | 0.03% | Add +17.8% | 23,415 | $3.4M |
| Flagship Private Wealth, LLC | 1.62% | Reduce -7.2% | 23,335 | $3.4M |
| AMG National Trust Bank | 0.10% | Add +4.7% | 23,280 | $3.4M |
| Capstone Wealth Management Group LLC | 2.71% | Reduce -9.5% | 23,216 | $3.4M |
| Bullseye Investment Management, LLC | 2.16% | Add +3.6% | 23,180 | $3.4M |
| Centric Wealth Management | 0.89% | Add +698.2% | 23,109 | $3.4M |
| Walleye Capital LLC | 0.04% | Reduce -75.8% | 23,027 | $3.4M |
| Interactive Financial Advisors, Inc. | 1.76% | Add +13.2% | 22,794 | $3.3M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Add +10.3% | 22,193 | $3.2M |
| Level Four Advisory Services, LLC | 0.13% | Add +0.8% | 22,181 | $3.2M |
| Wealthcare Advisory Partners LLC | 0.09% | Reduce -2.8% | 22,163 | $3.2M |
| Certified Advisory Corp | 0.37% | Reduce -1.7% | 22,148 | $3.2M |
| Dynamic Advisor Solutions LLC | 0.11% | New | 22,044 | $3.2M |
| Tiaa Trust, National Association | 0.01% | Reduce -7.4% | 21,999 | $3.2M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1.74% | Add +633.3% | 22,000 | $3.2M |
| Trust Co | 0.38% | Reduce -41.9% | 21,980 | $3.2M |
| James Investment Research, Inc. | 0.41% | Reduce -12.3% | 21,957 | $3.2M |
| Next Capital Management LLC | 1.54% | Reduce -26.3% | 21,955 | $3.2M |
| Moulton Wealth Management, Inc. | 2.43% | Add +20.8% | 21,830 | $3.2M |
| Herbst Group, LLC | 2.24% | Reduce -0.9% | 21,663 | $3.2M |
| Geneos Wealth Management Inc. | 0.11% | Add +224.5% | 21,571 | $3.1M |
| MontVue Capital Management, Inc. | 2.52% | Reduce -1.6% | 21,540 | $3.1M |
| First Financial Bank - Trust Division | 0.30% | Reduce -13.3% | 21,530 | $3.1M |
| Kovack Advisors, Inc. | 0.33% | Reduce -2.8% | 21,435 | $3.1M |
| Pettinga Financial Advisors LLC | 0.73% | Reduce -29.2% | 21,245 | $3.1M |
| SCS Capital Management LLC | 0.04% | New | 21,050 | $3.1M |
| MTM Investment Management, LLC | 1.18% | Reduce -0.1% | 21,373 | $3.1M |
| Principal Securities, Inc. | 0.07% | No change | 22,266 | $3.1M |
| Joseph P. Lucia & Associates, LLC | 1.40% | Reduce -0.7% | 20,936 | $3.1M |
| First National Bank of Hutchinson | 2.02% | Add +0.4% | 20,927 | $3.1M |
| Colton Groome Financial Advisors, LLC | 1.17% | Reduce -14.9% | 21,448 | $3.0M |
| Darwin Wealth Management, LLC | 1.01% | No change | 21,873 | $3.0M |
| Providence First Trust Co | 1.22% | Add +0.3% | 20,531 | $3.0M |
| M&T Bank Corp | 0.01% | Reduce -51.4% | 20,492 | $3.0M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.09% | Reduce -2.2% | 20,456 | $3.0M |
| Ameritas Advisory Services, LLC | 0.12% | Reduce -5.5% | 21,200 | $3.0M |
| Wilmington Savings Fund Society, FSB | 0.06% | Reduce -0.1% | 20,402 | $3.0M |
| Financial Advocates Investment Management | 0.21% | Reduce -24.5% | 20,399 | $3.0M |
| Money Concepts Capital Corp. | 0.22% | Add +8.1% | 20,262 | $3.0M |
| Transamerica Financial Advisors, LLC | 0.30% | Add +42.6% | 20,256 | $3.0M |
| Bank of Marin | 3.75% | Reduce -3.6% | 20,158 | $2.9M |
| CWC Advisors, LLC. | 1.67% | Add +54.4% | 20,068 | $2.9M |
| PCG Asset Management, LLC | 2.74% | Add +2.7% | 20,031 | $2.9M |
| Tandem Investment Partners LLC | 2.88% | Add +0.7% | 20,000 | $2.9M |
| Marex Group Ltd | 0.06% | New | 20,000 | $2.9M |
| JFS Wealth Advisors, LLC | 0.20% | Add +1.6% | 19,950 | $2.9M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Add +0.0% | 19,934 | $2.9M |
| Moloney Securities Asset Management, LLC | 0.39% | Reduce -5.9% | 19,884 | $2.9M |
| United Asset Strategies, Inc. | 0.27% | Reduce -75.3% | 19,858 | $2.9M |
| CreativeOne Wealth, LLC | 0.09% | Add +7.0% | 19,846 | $2.9M |
| Palumbo Wealth Management LLC | 0.96% | Reduce -0.6% | 19,737 | $2.9M |
| Badgley Phelps Wealth Managers, LLC | 0.07% | Reduce -5.5% | 19,730 | $2.9M |
| North Star Investment Management Corp. | 0.21% | Add +408.5% | 19,703 | $2.9M |
| Johnson Investment Counsel Inc. | 0.03% | Reduce -10.0% | 19,672 | $2.9M |
| Lindbrook Capital, LLC | 0.26% | Add +128.5% | 19,622 | $2.9M |
| Zullo Investment Group, Inc. | 1.22% | Add +0.8% | 19,491 | $2.8M |
| Horizon Financial Services, LLC | 1.58% | Add +1.2% | 19,436 | $2.8M |
| Marion Wealth Management | 0.76% | Add +3.2% | 19,377 | $2.8M |
| Everstar Asset Management, LLC | 1.87% | Add +3.6% | 19,319 | $2.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +35.4% | 19,301 | $2.8M |
| Massachusetts Wealth Management | 1.93% | Add +8.5% | 19,286 | $2.8M |
| Ieq Capital, LLC | 0.02% | Add +22.4% | 19,200 | $2.8M |
| Grassi Investment Management | 0.26% | Add +0.1% | 19,183 | $2.8M |
| Principle Wealth Partners LLC | 0.20% | Reduce -4.0% | 19,171 | $2.8M |
| Stratos Wealth Advisors, LLC | 0.15% | Reduce -30.4% | 19,081 | $2.8M |
| New Wave Wealth Advisors LLC | 1.25% | Add +29.3% | 19,039 | $2.8M |
| Nations Financial Group Inc, /Ia/ | 0.21% | Reduce -3.2% | 18,964 | $2.8M |
| One Day In July LLC | 0.28% | Add +9.7% | 18,836 | $2.8M |
| Knollwood Investment Advisory, LLC | 0.30% | No change | 18,830 | $2.7M |
| Columbus Macro, LLC | 0.36% | Add +1.2% | 18,826 | $2.7M |
| EPG Wealth Management LLC | 0.76% | Reduce -15.1% | 18,777 | $2.7M |
| Envision Financial Planning, LLC | 1.40% | Reduce -3.4% | 18,752 | $2.7M |
| CX Institutional | 0.10% | Reduce -16.8% | 18,747 | $2.7M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -2.6% | 20,519 | $2.7M |
| Global View Capital Management LLC | 0.99% | Add +651.9% | 18,669 | $2.7M |
| Fairvoy Private Wealth, LLC | 0.75% | Reduce -5.6% | 18,617 | $2.7M |
| Wedbush Securities Inc. | 0.10% | Reduce -4.3% | 18,604 | $2.7M |
| Meridian Investment Counsel Inc. | 0.80% | Reduce -0.7% | 18,505 | $2.7M |
| Koshinski Asset Management, Inc. | 0.23% | Add +14.3% | 18,341 | $2.7M |
| Insigneo Advisory Services, LLC | 0.28% | Reduce -7.9% | 18,334 | $2.7M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.94% | Add +25.7% | 18,266 | $2.7M |
| Performance Wealth Partners, LLC | 0.10% | Add +16.5% | 18,233 | $2.7M |
| Boltwood Capital Management | 0.81% | Reduce -0.4% | 18,156 | $2.7M |
| Sandy Spring Bank | 0.11% | Reduce -2.3% | 18,129 | $2.6M |
| Chesapeake Wealth Management | 0.94% | Reduce -4.1% | 18,010 | $2.6M |
| Synovus Financial Corp. | 0.03% | Reduce -3.5% | 17,962 | $2.6M |
| Encompass More Asset Management | 0.78% | Add +136.1% | 17,934 | $2.6M |
| Prospera Financial Services Inc | 0.06% | Reduce -68.6% | 17,907 | $2.6M |
| Sierra Capital LLC | 0.32% | No change | 17,911 | $2.6M |
| Quotient Wealth Partners, LLC | 0.08% | Reduce -10.1% | 17,881 | $2.6M |
| Magnolia Capital Management Ltd. | 2.23% | Reduce -10.4% | 17,819 | $2.6M |
| Amarillo National Bank | 0.51% | No change | 17,787 | $2.6M |
| FIL Ltd | 0.00% | Reduce -10.1% | 17,780 | $2.6M |
| Victory Financial Group, LLC | 0.50% | Add +257.6% | 17,743 | $2.6M |
| Weatherly Asset Management L. P. | 0.23% | Reduce -0.8% | 17,737 | $2.6M |
| Wealth Advisors of Iowa, LLC | 1.11% | New | 17,694 | $2.6M |
| Rehmann Capital Advisory Group | 0.16% | Add +3.9% | 17,479 | $2.6M |
| Butensky & Cohen Financial Security, Inc. | 0.78% | Add +3.5% | 17,455 | $2.5M |
| BlueCrest Capital Management Ltd | 0.51% | New | 17,272 | $2.5M |
| Cresta Advisors, Ltd. | 1.30% | Reduce -11.6% | 17,231 | $2.5M |
| Stonebridge Financial Planning Group, LLC | 1.15% | Reduce -1.9% | 17,224 | $2.5M |
| ABLE Financial Group, LLC | 0.70% | Reduce -16.8% | 17,187 | $2.5M |
| United Bank | 1.03% | Add +206.2% | 17,126 | $2.5M |
| NewEdge Wealth, LLC | 0.05% | Reduce -17.8% | 17,074 | $2.5M |
| AE Wealth Management LLC | 0.02% | Add +22.5% | 16,964 | $2.5M |
| SMART Wealth LLC | 0.88% | Add +37.7% | 16,902 | $2.5M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -0.5% | 16,838 | $2.5M |
| RiverGlades Family Offices LLC | 1.77% | Reduce -2.9% | 16,816 | $2.5M |
| McGuire Investment Group, LLC | 0.36% | Add +3.4% | 16,785 | $2.5M |
| Citizens Financial Group Inc. | 0.05% | Add +9.4% | 16,776 | $2.4M |
| ZEGA Investments, LLC | 0.72% | New | 16,775 | $2.4M |
| Avalon Trust Co | 0.19% | Add +0.2% | 16,695 | $2.4M |
| Leuthold Group, LLC | 0.32% | Add +16.4% | 16,678 | $2.4M |
| HBW Advisory Services LLC | 0.35% | Reduce -9.0% | 16,657 | $2.4M |
| Wilson & Boucher Capital Management, LLC | 1.80% | Add +5.4% | 16,514 | $2.4M |
| BLB&B Advisors, LLC | 0.12% | Add +65.0% | 16,508 | $2.4M |
| Empowered Funds, LLC | 0.03% | Add +107.2% | 16,477 | $2.4M |
| Clear Creek Financial Management, LLC | 0.25% | Reduce -9.5% | 16,444 | $2.4M |
| Mgo One Seven LLC | 0.09% | Add +8.2% | 16,397 | $2.4M |
| XTX Topco Ltd | 0.12% | New | 16,393 | $2.4M |
| Snowden Capital Advisors LLC | 0.08% | Add +8.6% | 16,384 | $2.4M |
| Sfmg, LLC | 0.19% | Reduce -8.0% | 16,382 | $2.4M |
| Manhattan West Asset Management, LLC | 0.61% | Reduce -13.0% | 16,318 | $2.4M |
| Bulltick Wealth Management, LLC | 0.63% | Add +682.4% | 16,290 | $2.4M |
| Strategic Blueprint, LLC | 0.13% | Add +6.2% | 16,229 | $2.4M |
| Circle Wealth Management, LLC | 0.05% | Reduce -16.4% | 16,216 | $2.4M |
| Berger Financial Group, Inc | 0.16% | Reduce -0.5% | 16,171 | $2.4M |
| Moneco Advisors, LLC | 0.24% | Reduce -3.5% | 16,150 | $2.4M |
| Peterson Wealth Management | 1.59% | Add +5.1% | 16,149 | $2.4M |
| WealthPLAN Partners, LLC | 0.33% | Add +0.6% | 16,015 | $2.3M |
| Crews Bank & Trust | 0.40% | Reduce -3.9% | 15,994 | $2.3M |
| Regal Investment Advisors LLC | 0.19% | Reduce -15.2% | 15,958 | $2.3M |
| Windsor Capital Management, LLC | 0.71% | Reduce -0.1% | 15,944 | $2.3M |
| Salem Investment Counselors Inc. | 0.08% | No change | 15,800 | $2.3M |
| Kanawha Capital Management LLC | 0.18% | Reduce -0.1% | 15,692 | $2.3M |
| D.A. Davidson & Co. | 0.02% | Reduce -32.5% | 15,660 | $2.3M |
| Pinnacle Wealth Management Group, Inc. | 1.59% | Add +2.1% | 15,643 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.0% | 15,640 | $2.3M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -7.0% | 15,518 | $2.3M |
| Wealthedge Investment Advisors, LLC | 1.02% | Add +37.4% | 15,423 | $2.3M |
| Capital Investment Counsel, Inc | 0.34% | Add +2.8% | 15,392 | $2.2M |
| Colony Family Offices, LLC | 0.70% | Add +2.4% | 15,358 | $2.2M |
| Fagan Associates, Inc. | 0.37% | Reduce -5.5% | 15,352 | $2.2M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -0.1% | 15,336 | $2.2M |
| MBA Advisors LLC | 1.10% | Add +1.5% | 15,282 | $2.2M |
| Csenge Advisory Group | 0.13% | Reduce -4.3% | 16,303 | $2.2M |
| Jacobi Capital Management LLC | 0.16% | Reduce -19.9% | 15,076 | $2.2M |
| Bramshill Investments, LLC | 0.22% | Reduce -25.0% | 15,000 | $2.2M |
| SteelPeak Wealth, LLC | 0.09% | Reduce -75.3% | 14,965 | $2.2M |
| Quattro Financial Advisors LLC | 0.75% | Add +13.3% | 14,938 | $2.2M |
| J. Goldman & Co LP | 0.08% | Reduce -77.9% | 14,867 | $2.2M |
| Intrepid Financial Planning Group LLC | 1.00% | Reduce -1.1% | 14,846 | $2.2M |
| Bessemer Group Inc. | 0.00% | Add +1.0% | 14,828 | $2.2M |
| Access Financial Services, Inc. | 0.87% | Reduce -3.3% | 14,788 | $2.2M |
| ARS Investment Partners, LLC | 0.19% | No change | 15,481 | $2.1M |
| Northstar Advisory Group, LLC | 1.39% | Add +8.0% | 14,561 | $2.1M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -3.5% | 14,540 | $2.1M |
| Donald L. Hagan, LLC | 1.10% | Add +2.3% | 14,430 | $2.1M |
| Verus Capital Partners, LLC | 0.21% | Reduce -3.0% | 14,377 | $2.1M |
| Future Financial Wealth Managment LLC | 1.54% | Add +15.0% | 14,354 | $2.1M |
| AmeriServ Wealth Advisors | 1.21% | New | 14,282 | $2.1M |
| Founders Grove Wealth Partners, LLC | 0.58% | Add +9.9% | 14,197 | $2.1M |
| StoneX Group Inc. | 0.11% | Reduce -53.7% | 14,057 | $2.1M |
| Park Edge Advisors, LLC | 0.57% | New | 14,029 | $2.0M |
| Jackson Hole Capital Partners, LLC | 0.40% | Reduce -0.9% | 13,823 | $2.0M |
| Chemistry Wealth Management LLC | 0.47% | Add +29.4% | 13,815 | $2.0M |
| Summit Global Investments | 0.15% | Add +2.0% | 13,814 | $2.0M |
| Montecito Bank & Trust | 0.36% | Reduce -9.1% | 13,745 | $2.0M |
| Sand Hill Global Advisors, LLC | 0.08% | Reduce -7.3% | 13,715 | $2.0M |
| Adamsbrown Wealth Consultants LLC | 0.63% | Reduce -1.9% | 13,672 | $2.0M |
| Proffitt & Goodson Inc. | 0.33% | Reduce -12.0% | 13,660 | $2.0M |
| Compound Planning, Inc. | 0.09% | Add +73.4% | 13,635 | $2.0M |
| Tyler-Stone Wealth Management | 0.36% | Add +10.8% | 13,626 | $2.0M |
| Simplicity Wealth,LLC | 0.15% | New | 13,605 | $2.0M |
| Vectors Research Management, LLC | 0.69% | Reduce -38.9% | 13,556 | $2.0M |
| PFG Investments, LLC | 0.13% | Reduce -4.2% | 13,548 | $2.0M |
| International Assets Investment Management, LLC | 0.17% | Reduce -11.0% | 13,533 | $2.0M |
| Pictet North America Advisors SA | 0.20% | Reduce -5.3% | 13,472 | $2.0M |
| Highland Capital Management, LLC | 0.12% | Add +3.3% | 13,471 | $2.0M |
| Gotham Asset Management | 0.02% | New | 13,434 | $2.0M |
| Cushing Capital Partners, LLC | 1.76% | Add +0.6% | 13,412 | $2.0M |
| Purus Wealth Management, LLC | 0.83% | Reduce -1.9% | 13,410 | $2.0M |
| Perennial Investment Advisors, LLC | 0.22% | Reduce -5.3% | 13,383 | $2.0M |
| Retirement Planning Group, LLC | 0.09% | Reduce -26.1% | 13,313 | $1.9M |
| Brown Advisory Inc. | 0.00% | Add +9.3% | 13,285 | $1.9M |
| Caprock Group, LLC | 0.06% | Reduce -1.1% | 13,239 | $1.9M |
| Edgestream Partners, L.P. | 0.07% | Add +77.1% | 13,111 | $1.9M |
| Mackenzie Financial Corp. | 0.00% | Add +97.4% | 13,075 | $1.9M |
| First Bancorp, Inc | 1.24% | No change | 13,060 | $1.9M |
| Okabena Investment Services Inc. | 0.48% | Add +0.7% | 13,029 | $1.9M |
| Strategy Asset Managers LLC | 0.39% | Reduce -36.1% | 12,952 | $1.9M |
| Townsquare Capital LLC | 0.02% | Add +19.4% | 12,919 | $1.9M |
| MSH Capital Advisors LLC | 0.58% | Add +124.7% | 12,865 | $1.9M |
| Dai-ichi Life Holdings, Inc. | 2.10% | New | 12,900 | $1.9M |
| Advisory Resource Group | 0.38% | Add +4.6% | 12,814 | $1.9M |
| EverSource Wealth Advisors, LLC | 0.10% | Add +127.8% | 12,742 | $1.9M |
| Kingstone Capital Partners Texas, LLC | 1.49% | Reduce -3.3% | 12,709 | $1.9M |
| Banco BTG Pactual S.A. | 0.46% | Reduce -47.9% | 12,692 | $1.9M |
| Waldron Private Wealth LLC | 0.09% | Add +13.7% | 12,684 | $1.9M |
| St. Johns Investment Management Company, LLC | 0.90% | Reduce -0.1% | 12,510 | $1.8M |
| Baker Avenue Asset Management, LP | 0.06% | Add +4.8% | 12,503 | $1.8M |
| AlphaQ Advisors LLC | 4.33% | Reduce -0.5% | 12,377 | $1.8M |
| Evoke Wealth, LLC | 0.05% | Reduce -1.1% | 12,347 | $1.8M |
| Crew Capital Management, Ltd | 1.47% | Add +2.3% | 12,332 | $1.8M |
| Ashton Thomas Securities, LLC | 0.50% | Reduce -13.3% | 12,280 | $1.8M |
| Advisors Management Group Inc. | 0.39% | Add +10.7% | 12,258 | $1.8M |
| LMCG Investments, LLC | 0.12% | Add +0.8% | 12,258 | $1.8M |
| Soltis Investment Advisors LLC | 0.16% | Reduce -34.3% | 12,214 | $1.8M |
| Blue Chip Partners, LLC | 0.15% | Reduce -19.2% | 12,203 | $1.8M |
| Cypress Capital Group | 0.23% | Add +23.9% | 12,171 | $1.8M |
| M3 Advisory Group, LLC | 1.40% | Add +0.1% | 12,163 | $1.8M |
| Collier Financial | 1.50% | Add +931.7% | 12,071 | $1.8M |
| Regions Financial Corp. | 0.01% | Reduce -5.8% | 12,060 | $1.8M |
| Midwest Financial Network, LLC | 1.76% | Add +3.0% | 12,051 | $1.8M |
| CWA Asset Management Group, LLC | 0.08% | Add +75.6% | 12,032 | $1.8M |
| Central Bank & Trust Co. | 0.29% | Add +20.9% | 12,013 | $1.8M |
| WP Advisors, LLC | 0.58% | Add +0.0% | 12,005 | $1.8M |
| Tsfg, LLC | 0.36% | Reduce -10.9% | 11,985 | $1.8M |
| Bryn Mawr Trust Advisors, LLC | 0.10% | Reduce -13.2% | 11,962 | $1.7M |
| Advyzon Investment Management, LLC | 0.62% | Add +0.8% | 11,918 | $1.7M |
| Ellis Investment Partners, LLC | 0.36% | Reduce -28.2% | 11,909 | $1.7M |
| Ranch Capital Advisors Inc. | 0.82% | Reduce -0.6% | 11,855 | $1.7M |
| Avior Wealth Management, LLC | 0.07% | Add +12.8% | 11,839 | $1.7M |
| Marcum Wealth, LLC | 0.15% | Add +1.1% | 11,788 | $1.7M |
| Plimoth Trust Co. LLC | 0.45% | Add +21.1% | 11,753 | $1.7M |
| Apollon Financial, LLC | 0.40% | Reduce -5.3% | 11,700 | $1.7M |
| Wolverine Trading, LLC | 0.05% | Reduce -87.1% | 11,780 | $1.7M |
| Redwood Financial Network Corp | 1.29% | Add +1.5% | 11,621 | $1.7M |
| Alpha Cubed Investments, LLC | 0.07% | Reduce -38.8% | 11,458 | $1.7M |
| BW Gestao de Investimentos Ltda. | 0.19% | Reduce -95.2% | 11,292 | $1.6M |
| Procyon Advisors, LLC | 0.10% | Reduce -8.5% | 11,256 | $1.6M |
| Hudock, Inc. | 0.29% | Add +8.3% | 11,192 | $1.6M |
| Creative Financial Designs Inc. | 0.13% | Reduce -25.1% | 11,148 | $1.6M |
| Wellington Management Group LLP | 0.00% | Add +21.6% | 11,114 | $1.6M |
| Janney Capital Management LLC | 0.11% | Reduce -89.8% | 11,112 | $1.6M |
| Forbes Financial Planning, Inc. | 1.20% | Reduce -0.1% | 11,100 | $1.6M |
| Diligent Investors, LLC | 0.39% | Add +3.9% | 11,098 | $1.6M |
| CMG Global Holdings, LLC | 1.05% | Add +8.1% | 11,763 | $1.6M |
| Brighton Jones LLC | 0.05% | Add +13.9% | 11,010 | $1.6M |
| Clearstead Trust, LLC | 0.36% | Reduce -1.1% | 11,008 | $1.6M |
| 1834 Investment Advisors Co. | 0.21% | Reduce -8.8% | 11,000 | $1.6M |
| Abound Financial, LLC | 0.81% | Add +0.3% | 10,981 | $1.6M |
| Trifecta Capital Advisors, LLC | 0.34% | Add +4.0% | 10,973 | $1.6M |
| Pine Valley Investments Ltd Liability Co | 0.10% | Reduce -5.7% | 10,913 | $1.6M |
| V2 Financial group LLC | 1.02% | Reduce -4.6% | 10,830 | $1.6M |
| Concentrum Wealth Management | 0.58% | Reduce -20.4% | 10,799 | $1.6M |
| Choreo, LLC | 0.02% | Add +2.1% | 10,754 | $1.6M |
| Fulcrum Equity Management | 1.71% | Add +50.6% | 10,741 | $1.6M |
| GWN Securities Inc. | 0.09% | Add +713.2% | 11,824 | $1.6M |
| American Institute for Advanced Investment Management, LLP | 1.19% | Reduce -4.3% | 10,676 | $1.6M |
| Integrity Alliance, Llc. | 0.06% | New | 10,667 | $1.6M |
| Glass Jacobson Investment Advisors llc | 0.51% | No change | 11,259 | $1.5M |
| Cranbrook Wealth Management, LLC | 0.36% | Add +1.4% | 10,604 | $1.5M |
| Per Stirling Capital Management, LLC. | 0.22% | New | 10,599 | $1.5M |
| Foguth Wealth Management, LLC. | 0.38% | Add +20.3% | 10,594 | $1.5M |
| Legacy Financial Strategies, LLC | 0.34% | Reduce -8.5% | 10,586 | $1.5M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -0.1% | 10,509 | $1.5M |
| Ategra Capital Management, LLC | 1.24% | No change | 10,500 | $1.5M |
| Wolverine Asset Management LLC | 0.11% | New | 10,400 | $1.5M |
| Summit Financial, LLC | 0.04% | Reduce -57.3% | 10,386 | $1.5M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -6.1% | 10,356 | $1.5M |
| SeaBridge Investment Advisors LLC | 0.33% | Reduce -4.2% | 10,344 | $1.5M |
| Byrne Financial Freedom, LLC | 0.86% | Reduce -2.7% | 10,334 | $1.5M |
| GPS Wealth Strategies Group, LLC | 0.20% | Reduce -11.2% | 10,313 | $1.5M |
| Legacy Advisors, LLC | 0.15% | Add +5.5% | 10,295 | $1.5M |
| Crumly & Associates Inc. | 0.41% | Reduce -17.7% | 10,261 | $1.5M |
| Diversify Advisory Services, LLC | 0.09% | Reduce -30.9% | 10,744 | $1.5M |
| Paragon Capital Management Inc. | 1.20% | Reduce -5.5% | 10,180 | $1.5M |
| Moors & Cabot, Inc. | 0.08% | Add +22.4% | 10,136 | $1.5M |
| Vantage Financial Partners, LLC | 0.36% | Add +8.8% | 10,020 | $1.5M |
| Pacific Wealth Strategies Group, Inc. | 1.09% | Reduce -0.5% | 9,977 | $1.5M |
| Birchbrook, Inc. | 0.82% | Add +6.8% | 9,963 | $1.5M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +71.6% | 9,944 | $1.5M |
| Morton Community Bank | 0.38% | Add +28.4% | 9,934 | $1.5M |
| Clarus Wealth Advisors | 0.77% | Reduce -21.7% | 10,443 | $1.4M |
| RMR Wealth Builders | 0.15% | Reduce -11.3% | 9,888 | $1.4M |
| MA Private Wealth | 0.27% | Reduce -6.7% | 9,858 | $1.4M |
| Lodestar Private Asset Management LLC | 0.18% | Reduce -2.9% | 9,842 | $1.4M |
| Shira Ridge Wealth Management | 0.72% | Reduce -73.9% | 9,834 | $1.4M |
| Private Trust Co. NA | 0.15% | Add +4.6% | 9,834 | $1.4M |
| Prelude Capital Management, LLC | 0.14% | New | 9,814 | $1.4M |
| Gateway Wealth Partners, LLC | 0.32% | Add +23.8% | 9,803 | $1.4M |
| Selway Asset Management | 0.59% | Reduce -2.0% | 9,780 | $1.4M |
| Whittier Trust Co. | 0.02% | Reduce -1.1% | 9,778 | $1.4M |
| Sound Income Strategies, LLC | 0.08% | Add +1949.1% | 9,774 | $1.4M |
| Thomasville National Bank | 0.10% | Reduce -3.6% | 9,745 | $1.4M |
| Dodds Wealth, LLC | 0.46% | Reduce -51.0% | 9,723 | $1.4M |
| Smith, Moore & Co. | 0.13% | Reduce -6.8% | 9,720 | $1.4M |
| Hillcrest Wealth Advisors - NY, LLC | 0.70% | No change | 9,700 | $1.4M |
| Global Assets Advisory, LLC | 0.27% | Add +171.8% | 10,217 | $1.4M |
| WealthBridge Capital Management, LLC | 0.40% | Reduce -11.3% | 9,614 | $1.4M |
| NorthCoast Asset Management LLC | 0.01% | Add +98.5% | 9,601 | $1.4M |
| Seaview Investment Managers LLC | 0.34% | New | 9,581 | $1.4M |
| WASHINGTON TRUST Co | 0.05% | Reduce -44.7% | 9,539 | $1.4M |
| Consolidated Portfolio Review Corp | 0.22% | Add +5.4% | 9,521 | $1.4M |
| Milestone Asset Management, LLC | 0.30% | New | 9,511 | $1.4M |
| Journey Strategic Wealth LLC | 0.05% | Reduce -11.5% | 9,471 | $1.4M |
| Point Windward Advisors Inc. | 0.56% | Add +1.6% | 9,451 | $1.4M |
| FRG Family Wealth Advisors LLC | 0.27% | Add +9.2% | 9,427 | $1.4M |
| Glenview Trust Co | 0.03% | Reduce -15.1% | 9,317 | $1.4M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -69.9% | 9,292 | $1.4M |
| Birinyi Associates Inc. | 0.43% | Add +0.0% | 9,211 | $1.3M |
| Roman Butler Fullerton & Co. | 0.52% | Add +12.8% | 9,684 | $1.3M |
| Smith Salley Wealth Management | 0.09% | Reduce -2.3% | 9,066 | $1.3M |
| Phillips Wealth Planners LLC | 1.39% | Add +6.1% | 9,641 | $1.3M |
| SOL Capital Management CO | 0.15% | Add +3.4% | 9,035 | $1.3M |
| Flywheel Private Wealth LLC | 1.20% | Add +3.1% | 9,008 | $1.3M |
| Capital Management Associates | 2.56% | Reduce -1.1% | 9,000 | $1.3M |
| AAFMAA Wealth Management & Trust LLC | 0.59% | Reduce -67.4% | 8,969 | $1.3M |
| Ingalls & Snyder LLC | 0.04% | Reduce -1.0% | 8,963 | $1.3M |
| Lokken Investment Group LLC | 0.55% | Add +17.6% | 8,959 | $1.3M |
| Roberts Wealth Advisors, LLC | 0.40% | Reduce -0.4% | 8,953 | $1.3M |
| Abbot Financial Management, Inc. | 0.68% | Reduce -0.2% | 8,950 | $1.3M |
| Rockland Trust Co. | 0.07% | Add +10.1% | 8,949 | $1.3M |
| Lynx Investment Advisory | 0.87% | Add +27.6% | 8,947 | $1.3M |
| Absolute Capital Management, LLC | 0.75% | Reduce -6.4% | 8,874 | $1.3M |
| Country Trust Bank | 0.03% | Reduce -76.5% | 8,851 | $1.3M |
| Realta Investment Advisors | 0.59% | Reduce -22.3% | 8,842 | $1.3M |
| Matthew Goff Investment Advisor, LLC | 0.24% | Add +49.3% | 8,803 | $1.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 8,799 | $1.3M |
| Richard W. Paul & Associates, LLC | 0.50% | Reduce -55.6% | 8,778 | $1.3M |
| Acima Private Wealth, LLC | 0.46% | Reduce -8.4% | 8,715 | $1.3M |
| Fulcrum Capital LLC | 0.28% | No change | 8,700 | $1.3M |
| Tidemark, LLC | 0.46% | Add +3.2% | 8,658 | $1.3M |
| McAdam, LLC | 0.08% | Reduce -15.1% | 8,626 | $1.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.19% | Add +8.1% | 8,656 | $1.3M |
| Global Financial Private Client, LLC | 0.48% | Add +16.4% | 8,565 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -3.0% | 8,550 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -20.1% | 8,526 | $1.2M |
| Atticus Wealth Management, LLC | 0.40% | Reduce -20.0% | 8,459 | $1.2M |
| 4WEALTH Advisors, Inc. | 1.36% | Reduce -16.9% | 8,416 | $1.2M |
| Mezzasalma Advisors, LLC | 0.42% | Add +2.8% | 8,411 | $1.2M |
| VestGen Advisors, LLC | 0.06% | — | 8,355 | $1.2M |
| Florida Financial Advisors, LLC | 0.48% | Add +40.0% | 8,312 | $1.2M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -30.8% | 8,242 | $1.2M |
| OneAscent Financial Services LLC | 0.08% | Add +2.1% | 8,379 | $1.2M |
| Freestone Capital Holdings, LLC | 0.04% | Reduce -2.0% | 8,219 | $1.2M |
| Golden State Wealth Management, LLC | 0.18% | Add +3.9% | 8,197 | $1.2M |
| Bristlecone Advisors, LLC | 0.10% | Reduce -2.8% | 8,193 | $1.2M |
| Objective Capital Management, LLC | 1.52% | Reduce -5.6% | 8,152 | $1.2M |
| LCNB Corp. | 0.44% | No change | 8,130 | $1.2M |
| LBMC Investment Advisors, LLC | 0.09% | No change | 8,122 | $1.2M |
| Ipsen Advisor Group LLC | 1.02% | Add +0.4% | 8,097 | $1.2M |
| Rovin Capital /Ut/ | 0.38% | Add +0.2% | 8,095 | $1.2M |
| NBT Bank, N.A. | 0.09% | Reduce -1.2% | 8,077 | $1.2M |
| First International Bank & Trust | 0.37% | No change | 8,025 | $1.2M |
| Equitable Trust Co. | 0.06% | No change | 8,006 | $1.2M |
| Key Client Fiduciary Advisors, LLC | 0.54% | Add +2.2% | 7,962 | $1.2M |
| Forefront Wealth Partners, LLC | 0.79% | Reduce -7.3% | 7,957 | $1.2M |
| RPG Investment Advisory, LLC | 0.08% | Add +99.8% | 7,913 | $1.2M |
| Modern Wealth Management, LLC | 0.04% | Reduce -7.2% | 7,874 | $1.1M |
| Claro Advisors Inc. | 0.15% | Add +14.6% | 7,872 | $1.1M |
| Heartwood Wealth Advisors LLC | 0.13% | Add +7.0% | 7,870 | $1.1M |
| Curat Global, LLC | 1.40% | — | 7,842 | $1.1M |
| Lanark Financial, Inc. | 0.10% | — | 7,800 | $1.1M |
| AQR Capital Management | 0.00% | Add +79.7% | 7,783 | $1.1M |
| Personal Cfo Solutions, LLC | 0.23% | New | 7,781 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.09% | Add +61.9% | 7,752 | $1.1M |
| Worth Asset Management, LLC | 0.62% | New | 7,742 | $1.1M |
| FineMark National Bank & Trust | 0.04% | No change | 7,727 | $1.1M |
| Bailard, Inc. | 0.03% | Reduce -2.8% | 7,710 | $1.1M |
| LVM Capital Management Ltd. | 0.12% | Add +0.8% | 7,687 | $1.1M |
| Alta Wealth Advisors LLC | 0.51% | Reduce -1.1% | 7,662 | $1.1M |
| Saiph Capital, LLC | 0.53% | Add +3.0% | 7,642 | $1.1M |
| Invst, LLC | 0.15% | Add +117.3% | 7,628 | $1.1M |
| KFA Private Wealth Group, LLC | 0.39% | Add +44.5% | 7,575 | $1.1M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Reduce -7.9% | 7,572 | $1.1M |
| Sage Capital Management, LLC | 0.60% | Reduce -26.7% | 7,568 | $1.1M |
| Mma Asset Management LLC | 0.46% | Add +14.0% | 7,553 | $1.1M |
| Wealthgarden F.S. LLC | 1.06% | Add +3.2% | 7,523 | $1.1M |
| Cypress Capital Management LLC (WY) | 1.31% | Add +1.9% | 7,487 | $1.1M |
| Cladis Investment Advisory, LLC | 0.79% | Add +3.5% | 7,445 | $1.1M |
| First National Trust Co | 0.04% | Reduce -3.3% | 7,437 | $1.1M |
| Wealthspire Retirement, LLC | 0.09% | Add +20.0% | 7,376 | $1.1M |
| Inscription Capital, LLC | 0.18% | — | 7,251 | $1.1M |
| Ring Mountain Capital, LLC | 0.80% | Reduce -11.1% | 7,332 | $1.1M |
| Dearborn Partners LLC | 0.05% | Add +5.0% | 7,313 | $1.1M |
| Trilogy Capital Inc. | 0.06% | Reduce -7.4% | 7,268 | $1.1M |
| Aberdeen Wealth Management LLC | 0.73% | No change | 7,246 | $1.1M |
| Ally Invest Advisors Inc. | 0.09% | Reduce -5.5% | 7,214 | $1.1M |
| Credit Agricole S A | 0.00% | Reduce -74.8% | 7,115 | $1.0M |
| Kelly Financial Group LLC | 0.32% | Reduce -2.2% | 7,100 | $1.0M |
| Ledyard National Bank | 0.10% | Reduce -2.6% | 7,094 | $1.0M |
| Affiance Financial, LLC | 0.24% | Reduce -80.5% | 7,026 | $1.0M |
| LVZ, Inc. | 0.13% | New | 7,019 | $1.0M |
| Comprehensive Wealth Management, LLC | 0.71% | Add +16.5% | 7,016 | $1.0M |
| Delta Capital Management LLC | 0.60% | No change | 7,000 | $1.0M |
| Exencial Wealth Advisors, LLC | 0.04% | Add +0.2% | 6,972 | $1.0M |
| NTV Asset Management LLC | 0.14% | Add +17.3% | 6,964 | $1.0M |
| Debussy Capital Management LP | 0.16% | Reduce -2.5% | 6,911 | $1.0M |
| Midwest Financial Group LLC | 0.58% | Add +1.3% | 6,888 | $1.0M |
| VCI Wealth Management LLC | 0.42% | Add +8.1% | 6,873 | $1.0M |
| Keystone Financial Group | 0.10% | Reduce -3.6% | 6,861 | $1.0M |
| Pinnacle Financial Partners Inc | 0.02% | Reduce -2.6% | 7,026 | $1.0M |
| Cornerstone National Bank & Trust Co | 0.45% | Reduce -34.6% | 6,851 | $1.0M |
| Narus Financial Partners, LLC | 0.34% | Reduce -10.1% | 6,819 | $996K |
| Clearstead Advisors, LLC | 0.02% | Reduce -14.4% | 6,807 | $994K |
| Marco Investment Management LLC | 0.09% | Reduce -0.9% | 6,800 | $993K |
| Tradition Wealth Management, LLC | 0.09% | Add +0.0% | 6,771 | $989K |
| Interchange Capital Partners, LLC | 0.28% | Add +0.1% | 6,772 | $989K |
| Smith Anglin Financial, LLC | 0.10% | Add +48.0% | 6,759 | $987K |
| Milestone Asset Management Group, LLC | 0.89% | Add +1.4% | 6,720 | $981K |
| Chatham Capital Group, Inc. | 0.16% | Reduce -17.0% | 6,714 | $980K |
| Good Life Advisors, LLC | 0.07% | Add +26.9% | 6,682 | $976K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.16% | Add +20.9% | 6,655 | $972K |
| Camelot Technology Advisors, Inc. | 0.89% | Reduce -1.3% | 6,629 | $968K |
| Stablepoint Partners, LLC | 0.17% | Reduce -26.5% | 6,614 | $966K |
| L.M. Kohn & Company | 0.25% | Add +3.9% | 6,594 | $963K |
| Uptick Partners, LLC | 0.33% | Add +5.5% | 6,587 | $962K |
| Narwhal Capital Management | 0.09% | No change | 6,555 | $957K |
| Arrow Financial Corp | 0.11% | Reduce -25.4% | 6,525 | $953K |
| Mission Creek Capital Partners, Inc. | 0.23% | Add +0.2% | 6,496 | $948K |
| Wesbanco Bank Inc. | 0.03% | Add +1.2% | 6,486 | $947K |
| Headlands Technologies LLC | 0.11% | New | 6,460 | $943K |
| First Heartland Consultants, Inc. | 0.10% | Add +114.4% | 6,456 | $943K |
| Pacific Sun Financial Corp | 0.54% | Add +6.4% | 6,453 | $942K |
| E&G Advisors, LLC | 0.26% | Add +3.6% | 6,402 | $935K |
| Oxinas Partners, LLC | 0.55% | Add +0.3% | 6,399 | $934K |
| Avestar Capital, LLC | 0.09% | Reduce -4.4% | 6,392 | $933K |
| Agate Pass Investment Management, LLC | 0.40% | Add +34.1% | 6,389 | $933K |
| Ascent Group, LLC | 0.04% | Reduce -4.7% | 6,346 | $927K |
| McHugh Group, LLC | 0.71% | No change | 6,322 | $923K |
| Savant Capital, LLC | 0.01% | Reduce -19.8% | 6,281 | $917K |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +12.5% | 6,278 | $917K |
| Visionary Wealth Advisors | 0.05% | Reduce -4.9% | 6,246 | $912K |
| Talisman Wealth Advisors LLC | 0.94% | Add +5.2% | 6,240 | $911K |
| Kagan Cocozza Asset Management | 0.74% | Reduce -10.9% | 6,207 | $906K |
| Moody LYNN Lieberson & Walker, LLC | 0.06% | Reduce -3.4% | 6,201 | $905K |
| Pure Financial Advisors, LLC | 0.02% | Add +41.4% | 6,181 | $903K |
| Medallion Wealth Advisors, LLC | 0.41% | Reduce -25.1% | 6,290 | $902K |
| Berkshire Money Management, Inc. | 0.10% | Reduce -8.1% | 6,161 | $900K |
| Beaumont Financial Advisors, LLC | 0.07% | Reduce -2.8% | 6,160 | $899K |
| Condor Capital Management | 0.08% | Reduce -1.4% | 6,151 | $898K |
| Roble, Belko & Company, Inc | 0.14% | Reduce -9.3% | 6,148 | $898K |
| Rappaport Reiches Capital Management, LLC | 0.22% | Add +309.4% | 6,096 | $890K |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -37.3% | 6,139 | $887K |
| Occidental Asset Management, LLC | 0.13% | Add +19.4% | 5,974 | $872K |
| MKT Advisors LLC | 0.41% | Add +2.8% | 6,471 | $870K |
| Whalerock Point Partners, LLC | 0.21% | No change | 5,933 | $866K |
| Laurel Wealth Advisors LLC | 0.14% | Reduce -0.8% | 5,905 | $862K |
| Investor's Fiduciary Advisor Network, LLC | 0.41% | Reduce -2.8% | 5,894 | $860K |
| Coordinated Financial Services, Inc. | 0.67% | — | 5,863 | $856K |
| Carolinas Wealth Consulting LLC | 0.18% | Reduce -6.3% | 5,857 | $855K |
| Strategic Financial Concepts, LLC | 0.16% | Reduce -19.0% | 5,842 | $853K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -13.5% | 5,820 | $850K |
| Hollencrest Capital Management | 0.04% | Add +0.0% | 5,810 | $848K |
| Pacific Center for Financial Services | 0.22% | Reduce -10.8% | 5,803 | $847K |
| Quadrant Private Wealth Management, LLC | 0.21% | Add +2.6% | 5,783 | $844K |
| SouthState Bank Corp | 0.04% | Add +1.5% | 5,760 | $841K |
| Burke & Herbert Bank & Trust Co. | 0.20% | Add +0.3% | 5,755 | $840K |
| Pettyjohn, Wood & White, Inc. | 0.16% | Add +5.5% | 5,745 | $839K |
| Watts Gwilliam & Co., LLC | 0.18% | Add +1.9% | 5,738 | $838K |
| MRWM Advisors, LLC | 0.58% | Add +132.9% | 5,724 | $836K |
| Obsidian Cio, LLC | 0.14% | Add +2.2% | 5,719 | $835K |
| Platform Technology Partners | 0.24% | Add +65.3% | 5,690 | $831K |
| Shum Financial Group, Inc. | 0.72% | Add +0.3% | 5,677 | $829K |
| Sigma Investment Counselors Inc. | 0.05% | Reduce -11.8% | 5,677 | $829K |
| Flow Traders U.S. LLC | 0.03% | Reduce -26.2% | 5,620 | $821K |
| Bokf, NA | 0.01% | Reduce -14.1% | 5,620 | $821K |
| Arlington Trust Co LLC | 0.17% | Add +9.8% | 5,614 | $820K |
| Empower Advisory Group, LLC | 0.00% | Reduce -10.3% | 5,604 | $818K |
| Founders Financial Alliance, LLC | 0.20% | Add +180.3% | 5,555 | $811K |
| Arete Wealth Advisors, LLC | 0.06% | Add +11.8% | 5,556 | $811K |
| Breed's Hill Capital LLC | 0.44% | No change | 5,542 | $809K |
| Clare Market Investments LLC | 0.21% | Add +8.7% | 5,535 | $808K |
| Mission Wealth Management, LP | 0.02% | Add +26.1% | 5,526 | $807K |
| True Vision MN LLC | 0.48% | Reduce -20.3% | 5,526 | $807K |
| Dynamic Wealth Strategies, LLC | 0.67% | Add +26.6% | 5,508 | $804K |
| Betterment LLC | 0.00% | Add +125.2% | 5,505 | $804K |
| Pilgrim Partners Asia Pte Ltd | 0.76% | New | 5,500 | $803K |
| University of Texas/Texas Am Investment Management Co. | 0.14% | Add +45.1% | 5,495 | $802K |
| O'ROURKE & COMPANY, Inc | 0.40% | Add +0.1% | 5,491 | $802K |
| Country Club Bank | 0.05% | Reduce -29.5% | 5,547 | $802K |
| Navis Wealth Advisors, LLC | 0.79% | Add +0.4% | 5,486 | $801K |
| Aries Wealth Management | 0.22% | Add +2.4% | 5,485 | $801K |
| Financial & Tax Architects, LLC | 0.20% | Add +18.7% | 5,463 | $798K |
| Grant/GrossMendelsohn, LLC | 0.44% | Add +0.2% | 5,755 | $797K |
| Childress Capital Advisors, LLC | 0.23% | Add +29.9% | 5,456 | $797K |
| Nova Wealth Management, Inc. | 0.69% | Reduce -36.0% | 5,456 | $797K |
| Argent Trust Co | 0.03% | Add +1.9% | 5,445 | $795K |
| Patten Group, Inc. | 0.18% | Reduce -2.0% | 5,443 | $795K |
| Fsa Wealth Partners, Inc. | 0.30% | New | 5,430 | $793K |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -4.8% | 5,418 | $791K |
| Voya Financial Advisors, Inc. | 0.09% | Reduce -10.6% | 5,468 | $790K |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 5,403 | $789K |
| JTC Employer Solutions Trustee Ltd | 0.06% | No change | 5,400 | $788K |
| Heritage Wealth Advisors | 0.04% | No change | 5,383 | $786K |
| SVB Wealth LLC | 0.03% | Reduce -27.5% | 5,374 | $785K |
| Orleans Capital Management Corp. | 0.46% | Reduce -2.7% | 5,355 | $782K |
| Financial Insights, Inc. | 0.31% | Add +3.9% | 5,329 | $778K |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -27.0% | 5,331 | $773K |
| Bison Wealth, LLC | 0.07% | Add +259.7% | 5,439 | $772K |
| First Manhattan Co. Llc. | 0.00% | Reduce -0.3% | 5,266 | $769K |
| Talon Private Wealth, LLC | 0.10% | Reduce -27.2% | 5,254 | $767K |
| Bolthouse Investments, LLC | 0.80% | No change | 5,254 | $767K |
| Harbor Investment Advisory, LLC | 0.07% | Reduce -1.3% | 5,248 | $766K |
| Schmidt P J Investment Management Inc. | 0.14% | Reduce -25.3% | 5,242 | $765K |
| Stonebrook Private Inc. | 0.20% | Reduce -29.4% | 5,203 | $760K |
| Wolf Group Capital Advisors | 0.26% | New | 5,200 | $759K |
| Tudor Investment Corporation | 0.01% | New | 5,196 | $759K |
| Venture Visionary Partners LLC | 0.03% | Add +5.5% | 5,167 | $755K |
| Spirepoint Private Client, LLC | 0.10% | Reduce -56.7% | 5,163 | $754K |
| DT Investment Partners, LLC | 0.07% | Add +2181.4% | 5,156 | $753K |
| Transform Wealth, LLC | 0.05% | Reduce -30.1% | 5,150 | $752K |
| West Coast Financial LLC | 0.09% | No change | 5,141 | $751K |
| Dumont & Blake Investment Advisors LLC | 0.21% | Add +140.2% | 5,119 | $747K |
| Silverlake Wealth Management LLC | 0.29% | Add +47.9% | 5,115 | $747K |
| Main Street Financial Solutions, LLC | 0.06% | Add +61.5% | 5,084 | $742K |
| Legacy Wealth Management, LLC | 0.05% | Add +2.6% | 5,083 | $742K |
| Sherman Asset Management, Inc. | 0.71% | Reduce -12.9% | 5,074 | $741K |
| CENTRAL TRUST Co | 0.02% | Reduce -3.1% | 5,060 | $739K |
| Davis R M Inc. | 0.01% | Reduce -38.5% | 5,025 | $734K |
| Helium Advisors LLC | 0.53% | Add +30.9% | 5,016 | $732K |
| Broyhill Asset Management, LLC | 0.59% | No change | 5,000 | $730K |
| GAMCO Investors | 0.01% | No change | 5,000 | $730K |
| German American Bancorp, Inc. | 0.08% | Reduce -64.7% | 4,981 | $727K |
| National Philanthropic Trust | 0.01% | No change | 4,959 | $724K |
| Brendel Financial Advisors LLC | 0.44% | New | 4,961 | $724K |
| Keel Point, LLC | 0.06% | Reduce -40.9% | 4,950 | $723K |
| M.E. Allison & Co., Inc. | 0.71% | Add +4.0% | 4,943 | $722K |
| Opinicus Capital, Inc. | 0.64% | Add +0.7% | 4,941 | $721K |
| GM Advisory Group, LLC | 0.04% | Reduce -23.4% | 4,941 | $721K |
| Burford Brothers, Inc. | 0.35% | Reduce -9.5% | 4,929 | $720K |
| Adirondack Trust Co. | 0.28% | Add +3.3% | 4,922 | $719K |
| LPWM LLC | 0.23% | Add +4.9% | 4,910 | $717K |
| Waterloo Capital, L.P. | 0.07% | Add +1.9% | 4,908 | $717K |
| Everett Harris & Co. | 0.01% | No change | 4,875 | $712K |
| Insight Wealth Partners, LLC | 0.43% | Reduce -5.2% | 4,862 | $710K |
| Sapient Capital LLC | 0.01% | Reduce -23.8% | 4,852 | $708K |
| Parallel Advisors, LLC | 0.02% | Reduce -10.6% | 4,825 | $704K |
| Allie Family Office LLC | 0.39% | Reduce -12.6% | 4,820 | $704K |
| Cullen Capital Management, LLC | 0.01% | Reduce -98.0% | 4,815 | $703K |
| RTD Financial Advisors, Inc. | 0.09% | No change | 4,783 | $698K |
| Bowman & Co S.C. | 0.34% | Reduce -38.8% | 4,771 | $697K |
| Providence Capital Advisors, LLC | 0.14% | Reduce -15.0% | 4,761 | $695K |
| Chicago Partners Investment Group LLC | 0.02% | Add +20.7% | 5,118 | $693K |
| Luminist Capital LLC | 0.75% | Add +3.4% | 4,826 | $692K |
| Fidelis Capital Partners, LLC | 0.07% | Reduce -0.6% | 4,993 | $689K |
| Howe & Rusling Inc. | 0.06% | Add +4.1% | 4,684 | $684K |
| Lake Street Private Wealth, LLC | 0.11% | Reduce -0.1% | 4,679 | $683K |
| Peak Financial Management, Inc. | 0.20% | Add +34.9% | 4,676 | $683K |
| Meridian Financial Advisors, LLC | 0.48% | Add +1.8% | 4,664 | $681K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -15.1% | 4,635 | $677K |
| Investment Advisory Services Inc. /TX | 0.24% | Reduce -1.0% | 4,628 | $676K |
| Insight Advisors, LLC/ PA | 0.12% | Reduce -0.5% | 4,621 | $675K |
| Archford Capital Strategies, LLC | 0.10% | Add +3.1% | 4,617 | $674K |
| Sequent Asset Management, LLC | 0.38% | No change | 4,617 | $674K |
| Beutel, Goodman & Co Ltd. | 0.00% | New | 4,622 | $674K |
| Biltmore Family Office, LLC | 0.11% | Add +3.6% | 4,610 | $673K |
| Spinnaker Investment Group, LLC | 0.15% | Add +90.4% | 4,610 | $673K |
| Caldwell Trust Co | 0.07% | Add +19.2% | 4,608 | $673K |
| Shepherd Financial Partners LLC | 0.08% | Reduce -7.4% | 4,601 | $672K |
| NorthRock Partners, LLC | 0.02% | Add +4.8% | 4,593 | $671K |
| GK Wealth Management LLC | 0.83% | Add +112.2% | 4,572 | $668K |
| Meridian Wealth Advisors, LLC | 0.11% | Reduce -0.9% | 4,565 | $667K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +12.1% | 4,558 | $666K |
| Integral Investment Advisors, Inc. | 0.21% | Add +2.2% | 4,557 | $665K |
| Balboa Wealth Partners | 0.16% | Reduce -2.5% | 4,539 | $663K |
| Glen Eagle Advisors, LLC | 0.11% | Add +7.8% | 4,534 | $662K |
| Elk River Wealth Management LLC | 0.12% | Add +4.5% | 4,520 | $660K |
| tru Independence LLC | 0.20% | Add +0.4% | 4,470 | $653K |
| American National Bank & Trust | 0.07% | Reduce -1.5% | 4,467 | $652K |
| Gilliland Jeter Wealth Management LLC | 0.23% | Add +1.8% | 4,451 | $650K |
| Clay Northam Wealth Management, LLC | 0.45% | No change | 4,447 | $649K |
| Fort Point Capital Partners LLC | 0.07% | Reduce -4.3% | 4,440 | $648K |
| Eastern Bank | 0.01% | Reduce -34.8% | 4,430 | $647K |
| Intellectus Partners, LLC | 0.16% | Reduce -7.3% | 4,421 | $645K |
| Legacy Capital Group California, Inc. | 0.22% | Add +81.1% | 4,410 | $644K |
| Chicago Wealth Management, Inc. | 0.34% | Reduce -1.3% | 4,408 | $644K |
| Acorn Financial Advisory Services Inc. | 0.12% | Add +11.1% | 4,399 | $642K |
| Strategic Advisors LLC | 0.12% | Reduce -15.0% | 4,388 | $641K |
| Ssa Swiss Advisors AG | 0.33% | — | 4,354 | $635K |
| FLC Capital Advisors | 0.14% | No change | 4,345 | $634K |
| Total Wealth Planning & Management, Inc. | 0.65% | Add +70.3% | 4,332 | $633K |
| Noesis Capital Mangement Corp. | 0.12% | Reduce -3.3% | 4,300 | $628K |
| Verition Fund Management LLC | 0.00% | Add +36.4% | 4,288 | $626K |
| Shufro Rose & Co. LLC | 0.05% | No change | 4,274 | $624K |
| Wedmont Private Capital | 0.03% | Add +0.1% | 4,524 | $619K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -3.8% | 4,237 | $619K |
| San Luis Wealth Advisors LLC | 0.14% | Reduce -0.7% | 4,228 | $617K |
| United Advisor Group, LLC | 0.13% | Add +31.2% | 4,214 | $615K |
| Geometric Wealth Advisors | 0.10% | Add +53.3% | 4,208 | $614K |
| Grant Street Asset Management, Inc. | 0.15% | Reduce -13.8% | 4,207 | $614K |
| Granite Bay Wealth Management, LLC | 0.21% | No change | 4,192 | $612K |
| Bragg Financial Advisors, Inc | 0.03% | Reduce -21.5% | 4,170 | $609K |
| W.H. Cornerstone Investments Inc. | 0.42% | Add +0.1% | 4,169 | $609K |
| Lazard Asset Management LLC | 0.00% | No change | 4,150 | $605K |
| Court Place Advisors, LLC | 0.20% | Reduce -6.1% | 4,134 | $604K |
| Regent Peak Wealth Advisors LLC | 0.14% | Add +0.2% | 4,122 | $602K |
| RDA Financial Network | 0.18% | Add +25.2% | 4,109 | $600K |
| Flagstar Securities, Inc. | 0.15% | Add +19.4% | 4,104 | $599K |
| Financial Partners Group, Inc | 0.09% | Reduce -1.1% | 4,095 | $598K |
| Allen Capital Group, LLC | 0.07% | Reduce -3.6% | 4,089 | $597K |
| BCS Wealth Management | 0.15% | Add +0.0% | 4,080 | $596K |
| Hancock Whitney Corp. | 0.02% | Reduce -27.9% | 4,074 | $595K |
| Sequent Planning LLC | 0.21% | Add +32.5% | 4,068 | $594K |
| MGB Wealth Management, LLC | 0.21% | Add +3.7% | 4,086 | $593K |
| Summit X, LLC | 0.12% | Add +0.2% | 4,052 | $592K |
| Castleview Partners, LLC | 0.40% | Add +7.2% | 4,045 | $591K |
| Ballentine Partners, LLC | 0.01% | Reduce -32.7% | 4,045 | $591K |
| Greenwich Wealth Management LLC | 0.04% | Add +1.1% | 4,025 | $588K |
| Edge Wealth Management LLC | 0.12% | Add +4.7% | 4,022 | $587K |
| JBR Co Financial Management Inc | 0.34% | Reduce -4.6% | 4,017 | $587K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -14.3% | 4,014 | $586K |
| Diversified Trust Co. | 0.01% | New | 4,006 | $585K |
| Alpha Wealth Funds, LLC | 0.63% | Reduce -84.0% | 3,995 | $583K |
| Gsa Capital Partners LLP | 0.05% | Add +5.4% | 3,991 | $583K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -4.0% | 3,984 | $582K |
| Montag & Caldwell, LLC | 0.13% | Reduce -0.7% | 3,973 | $580K |
| Wealth Advisory Solutions, LLC | 0.15% | Reduce -3.2% | 3,966 | $579K |
| Marks Group Wealth Management, Inc | 0.06% | Reduce -1.7% | 3,962 | $578K |
| Allen Investment Management, LLC | 0.01% | No change | 3,943 | $576K |
| KKM Financial LLC | 0.24% | Reduce -7.1% | 3,942 | $576K |
| QRG Capital Management, Inc. | 0.01% | Reduce -28.5% | 3,939 | $575K |
| Horizon Family Wealth, Inc. | 0.38% | Reduce -13.3% | 3,908 | $571K |
| First Pacific Financial | 0.12% | Reduce -6.9% | 3,900 | $569K |
| Aspen Investment Management Inc | 0.26% | Add +82.0% | 3,894 | $569K |
| Fortis Advisors, LLC | 0.37% | Add +11.8% | 3,897 | $569K |
| Brady Family Wealth, LLC | 0.18% | No change | 3,882 | $567K |
| Costello Asset Management, INC | 0.23% | Add +404.9% | 3,878 | $566K |
| Y.D. More Investments Ltd | 0.05% | Add +36.3% | 3,868 | $565K |
| Investment Partners Asset Management, Inc. | 0.44% | Reduce -0.1% | 3,867 | $565K |
| Trust Point Inc. | 0.05% | Add +1.7% | 3,867 | $565K |
| Mitchell McLeod Pugh & Williams Inc. | 0.12% | New | 3,867 | $565K |
| City Center Advisors, LLC | 0.65% | Reduce -58.8% | 3,836 | $560K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -15.1% | 3,828 | $559K |
| Brown, Lisle/Cummings, Inc. | 0.16% | No change | 3,828 | $559K |
| Elevatus Welath Management | 0.32% | Add +0.0% | 3,823 | $558K |
| Delta Financial Group, Inc. | 0.13% | Reduce -0.0% | 3,788 | $557K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -20.9% | 3,800 | $555K |
| HBK Sorce Advisory LLC | 0.02% | Add +1.5% | 3,778 | $552K |
| Chilton Capital Management LLC | 0.02% | No change | 3,775 | $551K |
| Union Bancaire Privee, UBP SA | 0.01% | Reduce -66.6% | 3,813 | $551K |
| Institute for Wealth Management, LLC. | 0.07% | Reduce -2.7% | 3,768 | $550K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +0.2% | 3,761 | $549K |
| Greystone Financial Group, LLC | 0.10% | New | 3,757 | $549K |
| Goelzer Investment Management, Inc. | 0.03% | Add +2.5% | 3,757 | $548K |
| Triumph Capital Management | 0.18% | Add +2.4% | 3,749 | $547K |
| Lynch & Associates | 0.12% | Reduce -3.2% | 3,744 | $547K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +31.9% | 3,735 | $545K |
| Channel Wealth LLC | 0.17% | Reduce -39.6% | 3,728 | $544K |
| Contravisory Investment Management, Inc. | 0.11% | Add +33.1% | 3,726 | $544K |
| WESCAP Management Group, Inc. | 0.13% | Add +2.5% | 3,725 | $544K |
| Seneca House Advisors | 0.23% | Reduce -0.7% | 3,722 | $544K |
| Collaborative Wealth Managment Inc. | 0.25% | Reduce -7.7% | 3,720 | $543K |
| Vontobel Holding Ltd. | 0.00% | Reduce -48.6% | 3,710 | $542K |
| Signet Financial Management, LLC | 0.07% | Reduce -61.1% | 3,709 | $542K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -8.5% | 3,707 | $541K |
| Vertex Planning Partners, LLC | 0.12% | Add +3.2% | 3,702 | $541K |
| Pines Wealth Management, LLC | 0.25% | Add +9.7% | 4,062 | $540K |
| Crewe Advisors LLC | 0.08% | Reduce -39.8% | 3,697 | $540K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -8.8% | 3,691 | $539K |
| GTS Securities LLC | 0.02% | Reduce -95.8% | 3,682 | $538K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +16.9% | 3,680 | $537K |
| Pitcairn Co. | 0.03% | No change | 3,675 | $537K |
| SOA Wealth Advisors, LLC. | 0.11% | Add +2304.0% | 76,352 | $534K |
| KG Capital Management | 0.17% | Reduce -0.5% | 3,645 | $532K |
| US Financial Advisors, LLC | 0.16% | Add +8.2% | 3,627 | $530K |
| Trademark Financial Management, LLC | 0.40% | New | 3,615 | $528K |
| Powell Investment Advisors, LLC | 0.26% | No change | 3,615 | $528K |
| Alpine Global Management, LLC | 0.16% | New | 3,605 | $526K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.1% | 3,580 | $523K |
| Private Capital Management, LLC | 0.06% | Reduce -1.3% | 3,569 | $521K |
| Cabana LLC | 3.24% | Reduce -83.4% | 3,562 | $520K |
| Burns J W & Co. Inc. | 0.07% | Reduce -1.0% | 3,559 | $520K |
| KPP Advisory Services LLC | 0.10% | Add +1.3% | 3,559 | $520K |
| Bricktown Capital, LLC | 0.10% | No change | 3,558 | $520K |
| Finley Financial, LLC | 0.29% | Reduce -6.3% | 3,706 | $516K |
| Slow Capital, Inc. | 0.07% | No change | 3,529 | $515K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +6.5% | 3,529 | $515K |
| Farmers Trust Co. | 0.10% | Add +1.6% | 3,511 | $513K |
| Montis Financial, LLC | 0.15% | Add +0.5% | 3,506 | $512K |
| Advisor OS, LLC | 0.06% | New | 3,503 | $511K |
| Pursue Wealth Partners LLC | 0.31% | No change | 3,500 | $511K |
| Fielder Capital Group LLC | 0.15% | No change | 3,493 | $510K |
| Wood Tarver Financial Group, LLC | 0.16% | Add +1.0% | 3,465 | $506K |
| Family Firm, Inc. | 0.11% | Add +0.4% | 3,446 | $503K |
| LYNX Capital Group Ltd. | 0.26% | Add +0.7% | 3,432 | $501K |
| Flputnam Investment Management Co. | 0.01% | Reduce -43.9% | 3,428 | $501K |
| Eley Financial Management, Inc | 0.20% | No change | 3,476 | $498K |
| Cove Private Wealth, LLC | 0.27% | Add +0.7% | 3,410 | $498K |
| WESPAC Advisors, LLC | 0.40% | Reduce -5.5% | 3,402 | $497K |
| 17 Capital Partners, LLC | 0.32% | Add +3.1% | 3,401 | $497K |
| Advisors Capital Management, LLC | 0.01% | Reduce -83.3% | 3,400 | $496K |
| Parsons Capital Management Inc. | 0.03% | Add +5.4% | 3,397 | $496K |
| American Century Companies Inc. | 0.00% | New | 3,396 | $496K |
| Kaydan Wealth Management, Inc. | 0.16% | Add +2.8% | 3,385 | $494K |
| One Capital Management, LLC | 0.02% | Add +66.3% | 3,365 | $491K |
| Oxler Private Wealth LLC | 0.17% | Reduce -13.4% | 3,341 | $488K |
| Sovran Advisors, LLC | 0.06% | Reduce -14.7% | 3,596 | $487K |
| Capital Advisors, Ltd. LLC | 0.06% | No change | 3,323 | $485K |
| My Personal CFO, LLC | 0.24% | Reduce -1.5% | 3,319 | $485K |
| Carret Asset Management, LLC | 0.05% | Add +32.0% | 3,318 | $484K |
| Aurora Private Wealth, Inc. | 0.39% | Reduce -7.2% | 3,298 | $482K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -24.6% | 3,299 | $482K |
| SummitTX Capital, L.P. | 0.02% | — | 3,287 | $480K |
| Fourpath Capital Management, LLC | 0.08% | Add +22.4% | 3,270 | $478K |
| Cowa, LLC | 0.20% | Reduce -1.1% | 3,267 | $477K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | Add +0.1% | 3,249 | $474K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.24% | Reduce -2.9% | 3,239 | $473K |
| Journey Advisory Group, LLC | 0.04% | Reduce -9.5% | 3,239 | $473K |
| Accredited Investor Services, LLC | 0.39% | Add +4.9% | 3,222 | $470K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -1.3% | 3,201 | $467K |
| Correct Capital Wealth Management | 0.09% | Reduce -14.0% | 3,190 | $466K |
| Wellington Shields Capital Management, LLC | 0.08% | Add +78.3% | 3,189 | $466K |
| Bank of Hawaii | 0.03% | Reduce -2.5% | 3,173 | $463K |
| Stone Summit Wealth LLC | 0.16% | Reduce -3.8% | 3,149 | $460K |
| Tidal Investments LLC | 0.00% | New | 3,126 | $456K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -19.7% | 3,118 | $455K |
| SkyOak Wealth, LLC | 0.10% | Reduce -0.5% | 3,117 | $455K |
| DDD Partners, LLC | 0.06% | No change | 3,116 | $455K |
| Jackson Square Capital, LLC | 0.15% | Reduce -2.0% | 3,109 | $454K |
| Inspire Advisors, LLC | 0.05% | Add +102.3% | 3,108 | $454K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.05% | Add +34.9% | 3,101 | $453K |
| Community Bank, N.A. | 0.06% | Reduce -1.8% | 3,090 | $451K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -8.3% | 3,086 | $451K |
| Paragon Private Wealth Management, LLC | 0.21% | New | 3,083 | $450K |
| Hardy Reed LLC | 0.04% | Reduce -0.1% | 3,079 | $450K |
| Safe Harbor Fiduciary, LLC | 0.46% | Add +0.3% | 3,079 | $450K |
| Forum Financial Management, LP | 0.01% | Reduce -58.5% | 3,074 | $449K |
| IFC Advisors LLC | 0.09% | Add +2.0% | 3,060 | $447K |
| Seven Springs Wealth Group, LLC | 0.16% | No change | 3,057 | $446K |
| Parkside Advisors LLC | 0.11% | No change | 3,055 | $446K |
| Ritholtz Wealth Management | 0.01% | Add +2.7% | 3,047 | $445K |
| Ameriflex Group, Inc. | 0.18% | Add +1.8% | 3,042 | $444K |
| Private Wealth Partners, LLC | 0.04% | Add +0.0% | 3,035 | $443K |
| Donaldson Capital Management, LLC | 0.02% | Reduce -22.9% | 3,030 | $442K |
| Vicus Capital | 0.04% | Reduce -0.6% | 3,029 | $442K |
| Atlas Private Wealth Advisors | 0.06% | New | 3,018 | $441K |
| Cooper Financial Group | 0.06% | Add +7.5% | 3,017 | $441K |
| Millstone Evans Group, LLC | 0.30% | No change | 3,009 | $439K |
| Hazlett, Burt & Watson, Inc. | 0.20% | Reduce -2.2% | 3,008 | $439K |
| Doliver Advisors, LP | 0.12% | Add +5.8% | 2,995 | $437K |
| Fortis Capital Advisors, LLC | 0.09% | Add +2.8% | 2,993 | $437K |
| Pacific Capital Wealth Advisors, Inc. | 0.08% | No change | 2,987 | $436K |
| Cannell & Spears LLC | 0.01% | No change | 2,983 | $436K |
| Fiduciary Trust Co | 0.01% | Reduce -38.3% | 2,980 | $435K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +19.5% | 2,977 | $435K |
| Able Wealth Management LLC | 0.26% | Reduce -24.9% | 2,966 | $433K |
| Savvy Advisors, Inc. | 0.04% | Add +6.7% | 2,965 | $433K |
| Cape Investment Advisory, Inc. | 0.17% | Add +4.4% | 2,964 | $433K |
| CRA Financial Services, LLC | 0.07% | Add +4.3% | 2,962 | $432K |
| Monetary Management Group Inc. | 0.12% | Add +47.5% | 2,950 | $431K |
| Focused Wealth Management, Inc | 0.06% | Reduce -45.9% | 2,945 | $430K |
| Capula Management Ltd | 0.00% | New | 2,940 | $429K |
| River Street Advisors LLC | 0.21% | Reduce -1.2% | 2,932 | $428K |
| NWF Advisory Services Inc. | 0.06% | Add +31.5% | 2,924 | $427K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -4.9% | 2,903 | $424K |
| Whitener Capital Management, Inc. | 0.12% | Add +14.9% | 2,891 | $422K |
| Tyche Wealth Partners LLC | 0.09% | Add +20.7% | 2,867 | $419K |
| Swmg, LLC | 0.17% | Reduce -8.3% | 3,012 | $416K |
| Readystate Asset Management LP | 0.04% | New | 2,831 | $413K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -17.3% | 2,830 | $413K |
| Magnolia Capital Advisors LLC | 0.11% | No change | 2,828 | $413K |
| Belmont Capital, LLC | 0.07% | No change | 2,818 | $411K |
| Wallington Asset Management, LLC | 0.06% | Add +3.7% | 2,803 | $409K |
| Colonial River Investments, LLC | 0.23% | Reduce -81.6% | 2,802 | $409K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -6.4% | 2,806 | $409K |
| Simon Quick Advisors, LLC | 0.02% | New | 2,800 | $409K |
| Traction Financial Partners, LLC | 0.32% | Reduce -21.6% | 2,793 | $408K |
| Saxon Interests, Inc. | 0.19% | Add +0.0% | 2,792 | $408K |
| CVA Family Office, LLC | 0.06% | No change | 2,791 | $408K |
| Smith Asset Management Co., LLC | 0.38% | Add +17.8% | 2,787 | $407K |
| Calamos Wealth Management LLC | 0.02% | Add +0.0% | 2,783 | $406K |
| Wetzel Investment Advisors, Inc. | 0.21% | Reduce -2.8% | 2,776 | $405K |
| Vigilare Wealth Management | 0.16% | Add +81.5% | 2,774 | $405K |
| OneAscent Family Office, LLC | 0.38% | New | 2,805 | $404K |
| NovaPoint Capital, LLC | 0.12% | Reduce -4.5% | 2,763 | $403K |
| OMNI 360 Wealth, Inc. | 0.27% | New | 2,759 | $403K |
| Sheets Smith Wealth Management | 0.05% | Reduce -8.6% | 2,756 | $402K |
| HMV Wealth Advisors, LLC | 0.32% | Reduce -3.2% | 2,756 | $402K |
| TrueWealth Advisors, LLC | 0.13% | Reduce -26.7% | 2,754 | $402K |
| Nixon Peabody Trust Co. | 0.03% | No change | 2,750 | $402K |
| Raab & Moskowitz Asset Management LLC | 0.10% | Add +10.0% | 2,741 | $400K |
| WNY Asset Management, LLC | 0.05% | Add +14.8% | 2,739 | $400K |
| Estate Counselors, LLC | 0.04% | Add +54.2% | 2,730 | $399K |
| Penobscot Wealth Management | 0.17% | Add +13.2% | 2,726 | $398K |
| SIH Partners, LLLP | 0.03% | New | 2,718 | $397K |
| LexAurum Advisors, LLC | 0.08% | Add +4.1% | 2,713 | $396K |
| Castle Wealth Management LLC | 0.15% | Reduce -24.1% | 2,703 | $395K |
| Reliant Investment Partners, LLC | 0.40% | Reduce -0.3% | 2,699 | $394K |
| NCM Capital Management, LLC | 0.18% | No change | 2,683 | $392K |
| Schorn Wealth LLC | 0.13% | Reduce -52.3% | 2,649 | $387K |
| Capital Management Associates, Inc | 0.09% | New | 2,648 | $387K |
| Cedar Wealth Management, LLC | 0.14% | No change | 2,647 | $386K |
| Advanced Asset Management Advisors Inc | 0.10% | Add +4.3% | 2,614 | $382K |
| Millennium Capital Advisors, LLC | 0.28% | Add +17.8% | 2,586 | $378K |
| TD Private Client Wealth LLC | 0.01% | Add +1.6% | 2,583 | $377K |
| Murphy & Mullick Capital Management Corp | 0.36% | Reduce -1.0% | 2,567 | $375K |
| Leigh Baldwin & Co., LLC | 0.30% | Add +24.3% | 2,565 | $375K |
| Exchange Capital Management, Inc. | 0.06% | No change | 2,560 | $374K |
| Empire Financial Management Company, LLC | 0.12% | Reduce -2.2% | 2,548 | $372K |
| AlphaCore Capital LLC | 0.03% | New | 2,547 | $372K |
| Acorns Advisers, LLC | 0.00% | Add +14.4% | 2,531 | $370K |
| UMB Bank, n.a. | 0.01% | Reduce -7.2% | 2,526 | $369K |
| Ameraudi Asset Management, Inc. | 0.21% | Reduce -1.9% | 2,516 | $367K |
| Rise Advisors, LLC | 0.16% | Add +10.1% | 2,516 | $367K |
| Onyx Bridge Wealth Group LLC | 0.05% | Add +1.0% | 2,515 | $367K |
| Independence Bank of Kentucky | 0.06% | Add +2.8% | 2,500 | $365K |
| Grantvest Financial Group LLC | 0.30% | Add +0.8% | 2,499 | $365K |
| Private Client Services, LLC | 0.18% | Add +0.4% | 2,493 | $364K |
| USA Financial Formulas | 0.06% | New | 2,484 | $363K |
| Sharkey, Howes & Javer | 0.05% | No change | 2,484 | $363K |
| Thompson Davis & Co., Inc. | 0.29% | Add +18.4% | 2,483 | $363K |
| LeClair Wealth Partners LLC | 0.26% | Reduce -2.2% | 2,477 | $362K |
| Second Line Capital, LLC | 0.09% | Reduce -19.5% | 2,474 | $361K |
| Two West Capital Advisors LLC | 0.30% | Add +21.6% | 2,630 | $360K |
| Tiller Private Wealth, Inc. | 0.15% | Reduce -12.8% | 2,463 | $360K |
| Rebalance, LLC | 0.03% | Add +9.2% | 2,465 | $360K |
| Cahaba Wealth Management, Inc. | 0.03% | Add +9.8% | 2,464 | $360K |
| Sterling Investment Management, LLC | 0.26% | Add +0.6% | 2,455 | $358K |
| Capital Analysts, LLC | 0.01% | Add +4.6% | 2,452 | $358K |
| Retirement Capital Strategies | 0.14% | No change | 2,451 | $358K |
| City Holding Co. | 0.05% | Reduce -4.5% | 2,441 | $356K |
| Lifeworks Advisors, LLC | 0.06% | Add +1.5% | 2,432 | $355K |
| Intrepid Capital Management Inc. | 0.21% | No change | 2,425 | $354K |
| Howland Capital Management LLC | 0.02% | No change | 2,418 | $353K |
| Trust Co. of Oklahoma | 0.12% | Reduce -46.0% | 2,417 | $353K |
| Members Wealth LLC | 0.27% | Reduce -26.3% | 2,417 | $353K |
| Montag A & Associates Inc. | 0.02% | Reduce -7.2% | 2,410 | $352K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | No change | 2,400 | $350K |
| Primoris Wealth Advisors, LLC | 0.27% | Reduce -14.2% | 2,395 | $350K |
| Elevated Capital Advisors, LLC | 0.10% | Reduce -8.6% | 2,395 | $350K |
| BlueSky Wealth Advisors, LLC | 0.05% | No change | 2,394 | $350K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 2,391 | $349K |
| Rollins Financial Advisors, LLC | 0.06% | Reduce -30.0% | 2,380 | $348K |
| Peoples Bank | 0.24% | No change | 2,379 | $347K |
| Core Wealth Partners LLC | 0.20% | Add +0.3% | 2,378 | $347K |
| Peoples Financial Services Corp. | 0.17% | No change | 2,363 | $345K |
| Measured Risk Portfolios, Inc. | 0.37% | Reduce -1.4% | 2,360 | $345K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -13.5% | 2,341 | $342K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -80.3% | 2,338 | $341K |
| Pasadena Private Wealth, LLC | 0.07% | New | 2,336 | $341K |
| Alterna Wealth Management, Inc. | 0.26% | New | 2,332 | $340K |
| Symphony Financial Services, Inc. | 0.22% | Add +26.9% | 2,320 | $339K |
| Solstein Capital, LLC | 0.20% | No change | 2,319 | $339K |
| Tolleson Wealth Management, Inc. | 0.07% | No change | 2,311 | $337K |
| Arista Wealth Management, LLC | 0.08% | No change | 2,303 | $336K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Reduce -0.6% | 2,301 | $336K |
| HCR Wealth Advisors | 0.04% | Add +3.6% | 2,285 | $334K |
| Quadcap Wealth Management, LLC | 0.05% | No change | 2,278 | $333K |
| Precedent Wealth Partners, LLC | 0.09% | No change | 2,277 | $332K |
| Fortem Financial Group, LLC | 0.13% | No change | 2,276 | $332K |
| Maltin Wealth Management, Inc. | 0.16% | Add +14.9% | 2,274 | $332K |
| Garden State Investment Advisory Services LLC | 0.11% | Add +10.0% | 2,262 | $331K |
| Alteri Wealth LLC | 0.15% | Reduce -26.9% | 2,264 | $331K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,260 | $330K |
| ARS Wealth Advisors Group, LLC | 0.05% | Add +5.0% | 2,259 | $330K |
| Veltria Advisors Corp. | 0.21% | New | 2,258 | $330K |
| Stratos Investment Management, LLC | 0.02% | Add +15.0% | 2,245 | $328K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -3.7% | 2,242 | $327K |
| Novare Capital Management LLC | 0.03% | Add +10.9% | 2,241 | $327K |
| First American Trust, FSB | 0.03% | Add +10.8% | 2,239 | $327K |
| Wealth Quarterback LLC | 0.18% | Reduce -16.7% | 2,233 | $326K |
| Darden Wealth Group Inc | 0.25% | No change | 2,221 | $324K |
| Lodestone Wealth Management LLC | 0.17% | Add +0.1% | 2,210 | $323K |
| Webster Bank, N. A. | 0.04% | Add +13.1% | 2,210 | $323K |
| C2C Wealth Management, LLC | 0.30% | Reduce -2.0% | 2,207 | $322K |
| Traynor Capital Management, Inc. | 0.03% | Add +7.5% | 2,188 | $320K |
| IPG Investment Advisors LLC | 0.07% | New | 2,168 | $317K |
| Strait & Sound Wealth Management LLC | 0.15% | Reduce -5.5% | 2,164 | $316K |
| Trivium Point Advisory, LLC | 0.04% | Reduce -4.2% | 2,164 | $316K |
| SageView Advisory Group, LLC | 0.01% | Reduce -26.2% | 2,155 | $315K |
| Strategies Wealth Advisors, LLC | 0.04% | Add +0.1% | 2,146 | $313K |
| Rockbridge Investment Management, LCC | 0.04% | Add +18.7% | 2,138 | $312K |
| Key Financial Inc | 0.07% | Add +0.1% | 2,132 | $311K |
| Alpine Woods Capital Investors, LLC | 0.08% | No change | 2,120 | $310K |
| Bank of New Hampshire | 0.08% | Reduce -11.9% | 2,115 | $309K |
| Romano Brothers and Company | 0.04% | Add +7.6% | 2,112 | $308K |
| Wealth Alliance, LLC | 0.04% | Add +3.7% | 2,110 | $308K |
| Patrick M Sweeney & Associates, Inc. | 0.23% | No change | 2,105 | $307K |
| Texas Yale Capital Corp. | 0.01% | Add +15.9% | 2,080 | $304K |
| Advus Financial Partners, LLC | 0.08% | Add +0.3% | 2,077 | $303K |
| Keystone Wealth Services, LLC | 0.08% | Reduce -14.1% | 2,076 | $303K |
| Potomac Fund Management Inc. | 0.13% | Reduce -17.3% | 2,282 | $303K |
| Richwood Investment Advisors, LLC | 0.26% | No change | 2,070 | $302K |
| Rinkey Investments | 0.10% | New | 2,065 | $302K |
| Verity Asset Management, Inc. | 0.12% | New | 2,063 | $301K |
| Successful Portfolios LLC | 0.20% | Add +1.0% | 2,062 | $301K |
| Mission Financial Group, LLC | 0.28% | — | 2,053 | $301K |
| Severin Investments, LLC | 0.30% | Reduce -1.7% | 2,058 | $300K |
| Gilman Hill Asset Management, LLC | 0.05% | Reduce -7.4% | 2,055 | $300K |
| Panoramic Investment Advisors, LLC | 0.20% | No change | 2,050 | $299K |
| Cadence Bank | 0.02% | Reduce -7.7% | 2,050 | $299K |
| Heritage Wealth Management, Inc. | 0.10% | No change | 2,049 | $299K |
| PBMares Wealth Management LLC | 0.06% | Reduce -6.0% | 2,042 | $298K |
| Curi Capital, LLC | 0.01% | Reduce -94.3% | 2,041 | $298K |
| Arax Advisory Partners | 0.02% | Add +16.7% | 2,039 | $298K |
| Choice Wealth Advisors LLC | 0.15% | No change | 2,035 | $297K |
| Family Manage LLC | 0.05% | No change | 2,033 | $297K |
| Signaturefd, LLC | 0.01% | Reduce -6.8% | 2,030 | $296K |
| STAR Financial Bank | 0.22% | Reduce -1.2% | 2,027 | $296K |
| Colonial Trust Advisors | 0.03% | Reduce -10.8% | 2,026 | $296K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 2,024 | $296K |
| Legacy Edge Advisors, LLC | 0.05% | Add +13.3% | 2,014 | $294K |
| Fairfield Financial Advisors, LTD | 0.11% | Reduce -38.2% | 2,003 | $293K |
| Iowa State Bank | 0.06% | No change | 2,000 | $292K |
| Capitol Family Office, Inc. | 0.41% | Reduce -88.3% | 1,999 | $292K |
| Park Square Financial Group, LLC | 0.23% | Reduce -4.3% | 1,998 | $292K |
| Managed Asset Portfolios, LLC | 0.04% | No change | 1,997 | $292K |
| First Command Advisory Services, Inc. | 0.00% | Add +28.1% | 1,991 | $291K |
| Deutsche Bank AG | 0.00% | No change | 1,987 | $290K |
| IMA Advisory Services, Inc. | 0.03% | Reduce -27.1% | 1,986 | $290K |
| Tennessee Valley Asset Management Partners | 0.05% | Add +0.7% | 1,986 | $290K |
| Castle Rock Wealth Management, LLC | 0.08% | No change | 2,008 | $289K |
| L & S Advisors Inc | 0.04% | New | 1,977 | $289K |
| Grey Ledge Advisors, LLC | 0.08% | No change | 1,975 | $288K |
| MinichMacGregor Wealth Management, LLC | 0.06% | Add +0.4% | 1,969 | $288K |
| Charter Oak Capital Management, LLC | 0.03% | No change | 1,966 | $287K |
| Bollard Group LLC | 0.01% | Add +0.3% | 1,968 | $287K |
| 1900 Wealth Management LLC | 0.02% | Reduce -9.5% | 1,957 | $286K |
| Huntleigh Advisors, Inc. | 0.05% | Reduce -3.6% | 1,953 | $285K |
| Leo Wealth, LLC | 0.04% | New | 1,942 | $284K |
| NFSG Corp | 0.07% | Reduce -11.5% | 1,935 | $283K |
| HM Payson & Co. | 0.01% | Add +222.0% | 1,932 | $282K |
| Farmers National Bank | 0.08% | Reduce -9.3% | 1,920 | $280K |
| FSM Wealth Advisors, LLC | 0.06% | Add +0.1% | 1,914 | $280K |
| Gries Financial LLC | 0.05% | New | 1,914 | $279K |
| Christensen, King & Associates Investment Services, Inc. | 0.13% | No change | 1,923 | $279K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 1,912 | $279K |
| StrongBox Wealth, LLC | 0.12% | Add +19.6% | 1,912 | $279K |
| DSG Capital Advisors, LLC | 0.06% | No change | 1,905 | $278K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +22.0% | 1,897 | $277K |
| Iron Gate Global Advisors LLC | 0.04% | New | 1,889 | $276K |
| Autumn Glory Partners, LLC | 0.14% | Add +1.8% | 1,888 | $276K |
| First Citizens Financial Corp | 0.16% | Add +26.4% | 1,887 | $276K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -6.2% | 1,881 | $275K |
| First Long Island Investors, LLC | 0.02% | No change | 1,880 | $274K |
| Resolute Wealth Strategies, LLC | 0.15% | Reduce -25.5% | 1,879 | $274K |
| World Equity Group, Inc. | 0.08% | Reduce -10.5% | 1,861 | $274K |
| Pinnacle Financial Group, LLC / IL | 0.10% | Add +2.5% | 1,876 | $274K |
| Garde Capital, Inc. | 0.02% | No change | 1,870 | $273K |
| Cornerstone Advisory, LLC | 0.03% | Reduce -26.1% | 2,022 | $272K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -92.3% | 1,857 | $271K |
| Coastwise Capital Group, LLC | 0.23% | Add +1.9% | 1,855 | $271K |
| Dynasty Wealth Management, LLC | 0.00% | New | 5,430 | $270K |
| Sterling Investment Counsel, LLC | 0.09% | New | 1,845 | $269K |
| Cozad Asset Management Inc. | 0.03% | No change | 1,845 | $269K |
| WealthTrust Axiom LLC | 0.08% | Reduce -1.1% | 1,844 | $269K |
| Kuhn & Co Investment Counsel | 0.23% | New | 1,833 | $268K |
| Bluespring Wealth Management, LLC | 0.03% | Add +1.6% | 1,831 | $267K |
| Stone House Investment Management, LLC | 0.05% | New | 1,829 | $267K |
| Ethos Financial Group, LLC | 0.03% | No change | 1,936 | $266K |
| Cary Street Partners Investment Advisory LLC | 0.15% | Add +68.2% | 1,822 | $266K |
| D.B. Root & Company, LLC | 0.09% | Reduce -1.3% | 1,821 | $266K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.06% | No change | 1,820 | $266K |
| Burling Wealth Partners, LLC | 0.06% | No change | 1,820 | $266K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 1,817 | $265K |
| Addison Advisors LLC | 0.07% | Reduce -20.4% | 1,812 | $265K |
| Black Diamond Financial, LLC | 0.04% | Add +10.1% | 1,805 | $263K |
| Titleist Asset Management, LLC | 0.03% | Reduce -3.6% | 1,800 | $263K |
| Waterfront Wealth Inc. | 0.06% | No change | 1,800 | $263K |
| Maia Wealth LLC | 0.06% | Add +38.3% | 1,890 | $262K |
| Snider Financial Group | 0.08% | No change | 1,788 | $261K |
| Sovereign Financial Group, Inc. | 0.06% | Add +2.3% | 1,788 | $261K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 1,782 | $260K |
| Evergreen Capital Management LLC | 0.01% | No change | 1,782 | $260K |
| Beacon Financial Advisory LLC | 0.08% | Reduce -1.8% | 1,782 | $260K |
| REDW Wealth LLC | 0.10% | Reduce -8.7% | 1,780 | $260K |
| Claris Financial LLC | 0.17% | No change | 1,886 | $259K |
| SilverOak Wealth Management LLC | 0.06% | No change | 1,774 | $259K |
| Bremer Bank National Association | 0.05% | New | 1,763 | $257K |
| Wambolt & Associates, LLC | 0.09% | Add +0.4% | 1,795 | $257K |
| Activest Wealth Management | 0.07% | Reduce -79.3% | 1,761 | $257K |
| Lee Danner & Bass Inc. | 0.02% | No change | 1,760 | $257K |
| First National Bank & Trust Co. of Newtown | 0.05% | No change | 1,758 | $257K |
| Davidson Trust Co. | 0.12% | No change | 1,756 | $256K |
| J Hagan Capital, Inc. | 0.21% | — | 1,855 | $255K |
| Peregrine Asset Advisers, Inc. | 0.10% | No change | 1,739 | $254K |
| Paragon Capital Management Ltd | 0.05% | Reduce -18.8% | 1,723 | $252K |
| Cyndeo Wealth Partners, LLC | 0.02% | New | 1,716 | $251K |
| Kraematon Investment Advisors, Inc. | 0.25% | Add +0.2% | 1,714 | $250K |
| Gallacher Capital Management LLC | 0.12% | Reduce -9.8% | 1,708 | $249K |
| Shulman DeMeo Asset Management LLC | 0.07% | Reduce -16.2% | 1,705 | $249K |
| Councilmark Asset Management, LLC | 0.17% | No change | 1,700 | $248K |
| Walter & Keenan Wealth Management LLC /in/ | 0.07% | No change | 1,700 | $248K |
| Sebold Capital Management, Inc. | 0.16% | No change | 1,697 | $248K |
| Ancora Advisors LLC | 0.01% | Reduce -0.6% | 1,690 | $247K |
| Wealth Architects, LLC | 0.03% | Add +12.1% | 1,690 | $247K |
| Affinity Capital Advisors, LLC | 0.05% | Reduce -3.9% | 1,799 | $246K |
| Fragasso Financial Advisors Inc | 0.02% | Add +2.0% | 1,681 | $245K |
| WealthTrust Asset Management, LLC | 0.18% | Add +1.4% | 1,679 | $245K |
| Asset Dedication, LLC | 0.02% | No change | 1,669 | $244K |
| All Terrain Financial Advisors, LLC | 0.09% | Add +8.8% | 1,668 | $244K |
| Global Trust Asset Management, LLC | 0.15% | Add +371.4% | 1,650 | $241K |
| Samalin Investment Counsel, LLC | 0.10% | Add +0.4% | 1,643 | $240K |
| Breakwater Capital Group | 0.04% | Reduce -35.7% | 1,643 | $240K |
| Gryphon Financial Partners LLC | 0.04% | No change | 1,639 | $239K |
| TFR Capital, LLC. | 0.10% | New | 1,635 | $239K |
| Pekin Hardy Strauss, Inc. | 0.03% | No change | 1,635 | $239K |
| Wealth Dimensions Group, Ltd. | 0.06% | No change | 1,633 | $238K |
| Ascentis Independent Advisors | 0.05% | Add +7.5% | 1,629 | $238K |
| Auxano Advisors, LLC | 0.06% | No change | 1,626 | $237K |
| Curtis Advisory Group, LLC | 0.07% | No change | 1,614 | $236K |
| Almanack Investment Partners, LLC. | 0.05% | New | 1,613 | $236K |
| MainStreet Investment Advisors LLC | 0.03% | Reduce -27.3% | 1,600 | $234K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 1,600 | $234K |
| Corecam Pte. Ltd. | 0.13% | New | 1,600 | $234K |
| MCF Advisors LLC | 0.02% | Reduce -1.7% | 1,599 | $233K |
| Stack Financial Management, Inc | 0.02% | Add +4.9% | 1,598 | $233K |
| Caliber Wealth Management, LLC / KS | 0.03% | — | 1,597 | $233K |
| Atlanta Consulting Group Advisors, LLC | 0.07% | Reduce -27.0% | 1,596 | $233K |
| Acute Investment Advisory, LLC | 1.17% | New | 1,592 | $232K |
| HUB Investment Partners, LLC | 0.01% | Add +1.4% | 1,585 | $231K |
| Carr Financial Group Corp | 0.08% | Add +1.5% | 1,581 | $231K |
| Acorn Wealth Advisors, LLC | 0.10% | Reduce -20.3% | 1,580 | $231K |
| Aveo Capital Partners, LLC | 0.04% | Reduce -39.0% | 1,702 | $230K |
| Acropolis Investment Management, LLC | 0.01% | Add +33.4% | 1,574 | $230K |
| Keystone Financial Services | 0.09% | No change | 1,567 | $229K |
| Barnes Pettey Financial Advisors, LLC | 0.18% | Reduce -8.4% | 1,559 | $228K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -5.9% | 1,556 | $227K |
| Blue Fin Capital, Inc. | 0.04% | Add +2.1% | 1,553 | $227K |
| Golden Reserve Retirement LLC | 0.09% | — | 1,551 | $226K |
| Prostatis Group LLC | 0.07% | Reduce -17.1% | 1,549 | $226K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 1,546 | $226K |
| Hexagon Capital Partners LLC | 0.04% | Add +1.4% | 1,546 | $226K |
| JNBA Financial Advisors | 0.02% | Reduce -3.4% | 1,545 | $226K |
| Tranquility Partners, LLC | 0.09% | Add +0.1% | 1,543 | $225K |
| Tableaux LLC | 0.16% | Reduce -20.0% | 1,541 | $225K |
| Coyle Financial Counsel LLC | 0.07% | No change | 1,539 | $225K |
| Portland Financial Advisors Inc | 0.57% | Reduce -14.9% | 1,538 | $225K |
| Byrne Asset Management LLC | 0.19% | Add +12.9% | 1,538 | $225K |
| Southland Equity Partners LLC | 0.05% | Reduce -1.7% | 1,535 | $224K |
| Quadrature Capital Ltd | 0.01% | Reduce -90.0% | 1,531 | $223K |
| SYM FINANCIAL Corp | 0.03% | Reduce -1.5% | 1,530 | $223K |
| Moment Partners, LLC | 0.04% | No change | 1,528 | $223K |
| Root Financial Partners, LLC | 0.02% | Reduce -2.2% | 1,528 | $223K |
| Total Clarity Wealth Management, Inc. | 0.07% | No change | 1,617 | $222K |
| Osborne Partners Capital Management, LLC | 0.01% | Reduce -11.6% | 1,522 | $222K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 1,522 | $222K |
| TruNorth Capital Management, LLC | 0.06% | New | 1,520 | $222K |
| Gray Private Wealth, LLC | 0.13% | No change | 1,516 | $221K |
| Colonial Trust Co / SC | 0.03% | No change | 1,515 | $221K |
| Secure Asset Management, LLC | 0.04% | Reduce -23.4% | 1,512 | $221K |
| 1ST Source Bank | 0.01% | No change | 1,500 | $219K |
| MBL Wealth, LLC | 0.02% | New | 1,499 | $219K |
| Fiduciary Financial Group, LLC | 0.05% | Add +0.1% | 1,620 | $219K |
| High Falls Advisors, Inc | 0.05% | New | 1,496 | $218K |
| Bridgewater Advisors Inc. | 0.02% | New | 1,561 | $217K |
| Resurgent Financial Advisors LLC | 0.13% | New | 1,486 | $217K |
| Chris Bulman Inc | 0.14% | No change | 1,478 | $216K |
| Northstar Financial Companies, Inc. | 0.23% | Reduce -40.0% | 1,478 | $216K |
| Purkiss Capital Advisors LLC | 0.16% | New | 1,473 | $215K |
| Fearless Solutions, LLC dba Best Invest | 0.17% | No change | 1,470 | $215K |
| Benchmark Investment Advisors LLC | 0.14% | Reduce -15.7% | 1,470 | $215K |
| Tucker Asset Management LLC | 0.07% | Add +236.6% | 1,461 | $213K |
| HWG Holdings LP | 0.10% | No change | 1,460 | $213K |
| GenTrust, LLC | 0.01% | New | 1,459 | $213K |
| Stevens Capital Partners | 0.10% | New | 1,454 | $212K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.22% | Reduce -0.7% | 1,453 | $212K |
| Cheviot Value Management, LLC | 0.03% | New | 1,534 | $212K |
| 180 Wealth Advisors, LLC | 0.03% | New | 1,447 | $211K |
| Cornerstone Select Advisors, LLC | 0.20% | Reduce -7.5% | 1,442 | $211K |
| HTG Investment Advisors, Inc. | 0.09% | New | 1,438 | $210K |
| Bensler, LLC | 0.03% | Reduce -25.1% | 1,437 | $210K |
| Mather Group, Llc. | 0.00% | No change | 1,437 | $210K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -79.7% | 1,503 | $209K |
| Seelaus Asset Management LLC | 0.20% | Reduce -4.2% | 1,429 | $209K |
| Kickstand Ventures, Llc. | 0.05% | New | 1,428 | $209K |
| Glassy Mountain Advisors, Inc. | 0.07% | New | 1,426 | $208K |
| Alerus Financial NA | 0.02% | New | 1,422 | $208K |
| Soundwatch Capital LLC | 0.09% | New | 1,421 | $207K |
| Joel Isaacson & Co., LLC | 0.01% | New | 1,416 | $207K |
| Atlantic Union Bankshares Corp | 0.01% | New | 1,414 | $206K |
| Hickory Asset Management, Inc. | 0.18% | New | 1,413 | $206K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | New | 1,410 | $206K |
| Straight Path Wealth Management | 0.08% | New | 1,404 | $205K |
| Next Level Wealth Planning, LLC | 0.16% | New | 1,403 | $205K |
| Fonville Wealth Management LLC | 0.06% | New | 1,449 | $205K |
| Trueblood Wealth Management, LLC | 0.09% | New | 1,399 | $204K |
| Brookwood Investment Group LLC | 0.03% | — | 1,391 | $203K |
| Firestone Capital Management | 0.05% | Reduce -27.0% | 1,387 | $202K |
| N.E.W. Advisory Services LLC | 0.02% | New | 1,384 | $202K |
| Barnett & Company, Inc. | 0.17% | New | 1,381 | $202K |
| Lewis Asset Management, LLC | 0.17% | New | 1,377 | $201K |
| Collective Family Office LLC | 0.05% | Reduce -6.8% | 1,375 | $201K |
| American State Bank (Iowa) | 0.12% | New | 1,373 | $200K |
| Gold Investment Management Ltd. | 0.08% | Add +296.7% | 1,321 | $193K |
| Nemes Rush Group LLC | 0.02% | Reduce -49.6% | 1,319 | $193K |
| Beacon Capital Management, LLC | 0.03% | Add +19.2% | 1,317 | $192K |
| Russell Investments Group, Ltd. | 0.00% | Add +52.6% | 1,305 | $191K |
| BKM Wealth Management, LLC | 0.08% | New | 1,299 | $190K |
| Milestone Investment Advisors LLC | 0.05% | No change | 1,281 | $187K |
| 2UniFi Bank | 0.12% | Reduce -0.3% | 1,250 | $186K |
| Avion Wealth | 0.05% | No change | 1,355 | $186K |
| HHM Wealth Advisors, LLC | 0.03% | Add +116.9% | 1,271 | $186K |
| Smithfield Trust Co | 0.01% | Reduce -8.4% | 1,266 | $185K |
| Truvestments Capital LLC | 0.04% | Reduce -2.5% | 1,259 | $184K |
| Continuum Advisory, LLC | 0.02% | Add +16.7% | 1,232 | $180K |
| Smartleaf Asset Management LLC | 0.02% | Add +32.3% | 1,228 | $177K |
| Zions Bancorporation, National Association | 0.01% | — | 1,215 | $177K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -27.9% | 1,203 | $176K |
| TD Capital Management LLC | 0.02% | Add +1.6% | 1,202 | $175K |
| South Plains Financial, Inc. | 0.14% | No change | 1,200 | $175K |
| West Oak Capital, LLC | 0.10% | No change | 1,190 | $174K |
| Anfield Capital Management, LLC | 0.06% | Reduce -98.6% | 1,183 | $173K |
| Register Financial Advisors LLC | 0.09% | Add +0.1% | 1,181 | $173K |
| Dagco, Inc. | 0.06% | New | 1,175 | $172K |
| Runnymede Capital Advisors, Inc. | 0.16% | No change | 1,143 | $167K |
| Provident Wealth Management, LLC | 0.06% | Reduce -8.8% | 1,142 | $167K |
| Hamilton Point Investment Advisors, LLC | 0.03% | Reduce -6.0% | 1,128 | $165K |
| Albion Financial Group | 0.01% | No change | 1,111 | $162K |
| Elevation Wealth Partners, LLC | 0.07% | Add +0.1% | 1,108 | $162K |
| Bernard Wealth Management Corp. | 0.08% | Reduce -0.7% | 1,104 | $161K |
| Grove Bank & Trust | 0.02% | No change | 1,065 | $156K |
| Raffa Wealth Management, LLC | 0.04% | Reduce -13.7% | 1,063 | $155K |
| Rothschild Investment LLC | 0.01% | Add +0.2% | 1,029 | $150K |
| Versant Capital Management, Inc | 0.03% | Add +0.2% | 1,029 | $150K |
| GAMMA Investing LLC | 0.01% | No change | 1,016 | $148K |
| one8zero8, LLC | 0.03% | Add +2.8% | 988 | $144K |
| Blue Trust, Inc. | 0.00% | Add +34.3% | 974 | $142K |
| Spectrum Wealth Counsel, LLC | 0.02% | No change | 962 | $140K |
| First United Bank & Trust | 0.05% | Reduce -15.4% | 960 | $140K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +78.9% | 950 | $139K |
| Centricity Wealth Management, LLC | 0.12% | No change | 936 | $137K |
| Cornerstone Planning Group LLC | 0.03% | Add +214.4% | 1,006 | $136K |
| Union Savings Bank | 0.06% | Add +50.3% | 902 | $132K |
| Investors Research Corp | 0.03% | No change | 873 | $127K |
| Missouri Trust & Investment Co | 0.04% | Reduce -13.5% | 864 | $126K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 855 | $125K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -1.2% | 855 | $125K |
| Stelac Advisory Services LLC | 0.05% | No change | 852 | $124K |
| Flaharty Asset Management, LLC | 0.02% | New | 844 | $123K |
| ORG Partners LLC | 0.03% | Reduce -4.3% | 853 | $122K |
| Kessler Investment Group, LLC | 0.06% | No change | 832 | $121K |
| Anchor Investment Management, LLC | 0.01% | No change | 823 | $120K |
| Ascentis Wealth Management, LLC | 0.04% | No change | 838 | $120K |
| Banque Cantonale Vaudoise | 0.01% | — | 813 | $119K |
| Game Plan Financial Advisors, LLC | 0.07% | Add +0.3% | 815 | $119K |
| WFA Asset Management Corp | 0.06% | Reduce -1.2% | 798 | $118K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 803 | $117K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -81.2% | 752 | $110K |
| Resources Management Corp. /CT/ | 0.02% | Add +4.2% | 748 | $109K |
| Princeton Global Asset Management LLC | 0.02% | Reduce -34.8% | 738 | $108K |
| Delta Asset Management LLC | 0.01% | Add +31.9% | 728 | $106K |
| Sage Mountain Advisors LLC | 0.01% | No change | 723 | $106K |
| Bogart Wealth, LLC | 0.01% | Reduce -8.8% | 722 | $105K |
| Tortoise Investment Management, LLC | 0.01% | No change | 710 | $104K |
| Private Wealth Asset Management, LLC | 0.01% | — | 703 | $103K |
| United Community Bank | 0.04% | Reduce -24.7% | 701 | $102K |
| Barrett & Company, Inc. | 0.04% | No change | 699 | $102K |
| Archer Investment Corp | 0.03% | Reduce -11.1% | 671 | $98K |
| Ulland Investment Advisors, LLC | 0.09% | No change | 670 | $98K |
| North Capital, Inc. | 0.09% | — | 667 | $97K |
| New Republic Capital, LLC | 0.04% | No change | 637 | $93K |
| Townsend Asset Management Corp. /NC/ | 0.04% | Reduce -61.5% | 632 | $92K |
| Matrix Private Capital Group LLC | 0.05% | No change | 629 | $92K |
| Perkins Coie Trust Co | 0.02% | No change | 627 | $92K |
| Marathon Trading Investment Management LLC | 0.05% | New | 624 | $91K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 615 | $90K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 613 | $90K |
| Flagship Wealth Advisors, LLC | 0.04% | No change | 611 | $89K |
| Manchester Capital Management LLC | 0.01% | Add +33.1% | 603 | $88K |
| WealthShield Partners, LLC | 0.01% | Reduce -10.3% | 598 | $87K |
| Koesten, Hirschmann & Crabtree, INC. | 0.05% | Reduce -14.4% | 594 | $87K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -6.2% | 592 | $86K |
| Northwest Capital Management Inc | 0.04% | No change | 590 | $86K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 582 | $85K |
| Cordgrass Capital Advisors, LLC | 0.02% | Reduce -24.7% | 565 | $82K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 558 | $81K |
| Breakwater Investment Management | 0.03% | No change | 551 | $80K |
| Optimum Investment Advisors | 0.04% | No change | 521 | $76K |
| Winch Advisory Services, LLC | 0.02% | Add +0.2% | 508 | $74K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -10.4% | 500 | $73K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 480 | $70K |
| McIlrath & Eck, LLC | 0.01% | Add +38.1% | 464 | $68K |
| Centennial Bank | 0.03% | Reduce -39.6% | 458 | $67K |
| Concord Wealth Partners | 0.01% | Add +0.2% | 432 | $63K |
| Hopwood Financial Services, Inc. | 0.05% | Reduce -7.8% | 413 | $60K |
| Sachetta, LLC | 0.02% | No change | 406 | $59K |
| Berbice Capital Management LLC | 0.05% | New | 400 | $58K |
| Wellington Shields & Co., LLC | 0.02% | No change | 400 | $58K |
| Citizens National Bank Trust Department | 0.01% | Add +14.3% | 400 | $58K |
| Bellevue Asset Management, LLC | 0.03% | No change | 391 | $57K |
| Painted Porch Advisors LLC | 0.02% | Reduce -15.7% | 381 | $56K |
| Cedar Mountain Advisors, LLC | 0.01% | Reduce -10.8% | 378 | $55K |
| PSI Advisors, LLC | 0.02% | Reduce -35.3% | 378 | $55K |
| Turim 21 Investimentos Ltda. | 0.01% | Reduce -26.9% | 375 | $55K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 396 | $54K |
| Paladin Advisory Group, LLC | 0.04% | No change | 373 | $54K |
| Phillips Financial Management, LLC | 0.00% | No change | 370 | $54K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 360 | $53K |
| Founders Capital Management | 0.03% | Reduce -5.3% | 355 | $52K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 338 | $49K |
| Keystone Financial Group, Inc. | 0.03% | Add +0.3% | 367 | $49K |
| Morton Brown Family Wealth, LLC | 0.02% | Add +37.0% | 337 | $49K |
| Trust Co. of Vermont | 0.00% | Add +227.0% | 327 | $48K |
| First Community Trust NA | 0.04% | No change | 324 | $47K |
| Signature Resources Capital Management, LLC | 0.04% | Add +176.7% | 321 | $47K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -5.3% | 320 | $47K |
| Rice Partnership, LLC | 0.01% | No change | 315 | $46K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.3% | 312 | $46K |
| Olistico Wealth, LLC | 0.03% | Reduce -1.9% | 304 | $45K |
| Dunhill Financial, LLC | 0.02% | Reduce -50.0% | 300 | $44K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 300 | $44K |
| Hartford Financial Management Inc. | 0.01% | No change | 300 | $44K |
| Angeles Wealth Management, LLC | 0.00% | No change | 300 | $44K |
| Pacifica Partners Inc. | 0.02% | No change | 305 | $44K |
| Strengthening Families & Communities, LLC | 0.03% | Add +0.3% | 292 | $43K |
| Knuff & Co LLC | 0.01% | Reduce -17.1% | 290 | $42K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +49.2% | 294 | $42K |
| Financial Perspectives, Inc | 0.01% | Add +116.2% | 281 | $41K |
| WealthCollab, LLC | 0.03% | No change | 280 | $41K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 277 | $40K |
| Armor Investment Advisors, LLC | 0.02% | No change | 272 | $40K |
| Transce3nd, LLC | 0.02% | Reduce -80.7% | 267 | $39K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 266 | $39K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 264 | $39K |
| Creative Capital Management Investments LLC | 0.01% | Add +18.7% | 260 | $38K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 255 | $37K |
| Hanson & Doremus Investment Management | 0.01% | New | 251 | $37K |
| Godsey & Gibb, Inc. | 0.00% | Add +54.6% | 252 | $37K |
| Hara Capital LLC | 0.02% | No change | 250 | $37K |
| Morse Asset Management, Inc | 0.01% | Reduce -16.7% | 250 | $37K |
| Gleason Group, Inc. | 0.01% | Add +0.4% | 248 | $36K |
| Rossby Financial, LCC | 0.02% | New | 257 | $35K |
| Bangor Savings Bank | 0.00% | No change | 242 | $35K |
| Keener Financial Planning LLC | 0.02% | New | 238 | $34K |
| Richards, Merrill & Peterson, Inc. | 0.02% | Add +83.3% | 220 | $32K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 220 | $32K |
| Cloud Capital Management, LLC | 0.02% | — | 216 | $31K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | No change | 208 | $30K |
| Financial Avengers, Inc. | 0.02% | Add +0.5% | 206 | $30K |
| Roxbury Financial LLC | 0.03% | Add +1.0% | 201 | $30K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 204 | $30K |
| Parvin Asset Management, LLC | 0.03% | No change | 200 | $29K |
| Pinney & Scofield, Inc. | 0.02% | No change | 200 | $29K |
| Creekmur Asset Management LLC | 0.01% | No change | 197 | $29K |
| Pin Oak Investment Advisors Inc. | 0.02% | Reduce -72.2% | 193 | $28K |
| Old Second National Bank of Aurora | 0.01% | No change | 185 | $27K |
| Davis Capital Management | 0.02% | Reduce -1.1% | 178 | $26K |
| Operose Advisors LLC | 0.01% | No change | 178 | $26K |
| Nalls Sherbakoff Group, LLC | 0.02% | — | 175 | $26K |
| Gables Capital Management Inc. | 0.01% | No change | 175 | $26K |
| Sawyer & Company, Inc | 0.01% | No change | 170 | $25K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | No change | 170 | $25K |
| Steph & Co. | 0.01% | No change | 170 | $25K |
| Duncker Streett & Co. Inc. | 0.00% | Add +74.5% | 164 | $24K |
| Quadrant Capital Group LLC | 0.00% | Reduce -82.4% | 164 | $24K |
| Reyes Financial Architecture, Inc. | 0.02% | No change | 157 | $23K |
| Macquarie Group Ltd. | 0.00% | New | 153 | $22K |
| First PREMIER Bank | 0.01% | No change | 155 | $22K |
| Luken Investment Analytics, LLC | 0.01% | No change | 150 | $22K |
| Oakworth Capital, Inc. | 0.00% | New | 150 | $22K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 148 | $22K |
| Covestor Ltd | 0.01% | Reduce -38.0% | 140 | $21K |
| PFS Partners, LLC | 0.01% | Add +0.7% | 144 | $21K |
| Richardson Financial Services Inc. | 0.02% | No change | 142 | $21K |
| Investment Research & Advisory Group, Inc. | 0.01% | No change | 142 | $21K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 135 | $20K |
| Legacy Bridge, LLC | 0.01% | No change | 132 | $19K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -79.4% | 130 | $19K |
| Legacy Wealth Managment, LLC | 0.01% | Add +95.5% | 129 | $19K |
| LGT Financial Advisors LLC | 0.06% | Add +195.2% | 124 | $18K |
| Eukles Asset Management | 0.01% | No change | 122 | $18K |
| Comprehensive Financial Planning, Inc. | 0.02% | No change | 119 | $17K |
| Man Group plc | 0.00% | Reduce -99.0% | 117 | $17K |
| Synergy Investment Management, LLC | 0.01% | Reduce -0.8% | 116 | $17K |
| Center for Financial Planning, Inc. | 0.00% | No change | 115 | $17K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 115 | $17K |
| Tompkins Financial Corp. | 0.00% | Reduce -22.8% | 115 | $17K |
| Wagner Wealth Management, LLC | 0.00% | Add +0.9% | 114 | $17K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -97.8% | 111 | $16K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 110 | $16K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 109 | $16K |
| Hurley Capital, LLC | 0.01% | No change | 105 | $15K |
| Rakuten Securities, Inc. | 0.01% | Reduce -36.8% | 105 | $15K |
| McClarren Financial Advisors, Inc. | 0.01% | Add +12.1% | 102 | $15K |
| Garrison Bradford & Associates Inc. | 0.02% | New | 100 | $15K |
| Eq Wealth Advisors, LLC | 0.01% | New | 100 | $15K |
| Ramirez Asset Management, Inc. | 0.00% | No change | 100 | $15K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -98.6% | 100 | $15K |
| Park Place Capital Corp | 0.00% | Reduce -5.8% | 98 | $14K |
| Wolff Wiese Magana LLC | 0.01% | No change | 96 | $14K |
| Evergreen Private Wealth LLC | 0.01% | Reduce -90.1% | 95 | $14K |
| Ballast Advisors LLC | 0.00% | No change | 95 | $14K |
| Aventura Private Wealth, LLC | 0.01% | Add +322.7% | 93 | $14K |
| Integrity Financial Corp | 0.01% | No change | 91 | $13K |
| WPG Advisers, LLC | 0.01% | Add +1.1% | 90 | $13K |
| Global Wealth Strategies & Associates | 0.00% | New | 87 | $13K |
| Front Row Advisors LLC | 0.00% | No change | 84 | $12K |
| Evermay Wealth Management LLC | 0.00% | No change | 81 | $12K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -77.0% | 81 | $12K |
| Rialto Wealth Management, LLC | 0.00% | No change | 79 | $12K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 75 | $11K |
| Brooklyn Investment Group | 0.00% | No change | 74 | $11K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 73 | $11K |
| HighMark Wealth Management LLC | 0.01% | No change | 71 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 69 | $10K |
| IMG Wealth Management, Inc. | 0.01% | Add +1.5% | 66 | $10K |
| Valued Wealth Advisors LLC | 0.01% | New | 65 | $9K |
| New England Capital Financial Advisors LLC | 0.00% | Reduce -95.4% | 63 | $9K |
| Abound Wealth Management | 0.00% | Reduce -13.7% | 63 | $9K |
| Balentine LLC | 0.00% | No change | 63 | $9K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 64 | $9K |
| Consultiva Wealth Management, Corp. | 0.03% | New | 60 | $9K |
| Peterson Wealth Services | 0.00% | No change | 58 | $8K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -39.1% | 56 | $8K |
| Valley National Advisers Inc. | 0.00% | Reduce -26.9% | 57 | $8K |
| Logan Capital Management Inc. | 0.00% | Reduce -26.8% | 52 | $8K |
| DecisionPoint Financial, LLC | 0.00% | No change | 51 | $7K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -44.0% | 51 | $7K |
| City State Bank | 0.00% | No change | 50 | $7K |
| Redwood Park Advisors LLC | 0.01% | No change | 45 | $7K |
| Atala Financial Inc | 0.00% | No change | 45 | $7K |
| Orion Capital Management LLC | 0.00% | New | 35 | $5K |
| Asset Management One Co., Ltd. | 0.00% | New | 35 | $5K |
| Daiwa Securities Group Inc. | 0.00% | Add +66.7% | 35 | $5K |
| Graybill Wealth Management, LTD. | 0.00% | — | 32 | $5K |
| Hoey Investments, Inc. | 0.00% | No change | 30 | $4K |
| FWL Investment Management, LLC | 0.00% | Reduce -97.3% | 30 | $4K |
| NCP Inc. | 0.01% | No change | 29 | $4K |
| BankPlus Trust Department | 0.00% | No change | 28 | $4K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | — | 27 | $4K |
| Richardson Capital Management LLC | 0.00% | New | 27 | $4K |
| GoalVest Advisory LLC | 0.00% | No change | 27 | $4K |
| Pingora Partners LLC | 0.00% | No change | 25 | $4K |
| Gen-Wealth Partners Inc | 0.00% | No change | 25 | $4K |
| Kiker Wealth Management, LLC | 0.00% | New | 23 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | New | 21 | $3K |
| Burkett Financial Services, LLC | 0.00% | New | 19 | $3K |
| Coston, McIsaac & Partners | 0.00% | No change | 17 | $2K |
| FSA Wealth Management LLC | 0.00% | No change | 13 | $2K |
| Private Wealth Management Group, LLC | 0.00% | New | 11 | $2K |
| Compass Financial Services Inc | 0.00% | Add +66.7% | 10 | $1K |
| Anderson Financial Strategies, LLC | 0.00% | New | 9 | $1K |
| Highline Wealth Partners LLC | 0.00% | No change | 7 | $1K |
| Navigoe, LLC | 0.00% | No change | 12 | $1K |
| CKW Financial Group | 0.00% | No change | 8 | $1K |
| Washington Growth Strategies LLC | 0.49% | — | 146 | $550 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 2 | $292 |
| Weaver Capital Management LLC | 0.00% | No change | 1 | $147 |
| Parallax Volatility Advisers, L.P. | 0.00% | Reduce -100.0% | 1 | $146 |
"% 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.