SS Health Care Select SectorXLVETF
13F holders, Q2 2025 (June 30)1,682holders −90
99new positions
174sold out
9famous investors
$133.86avg. 13F price*
At the end of Q2 2025, 1,682 institutions reported holding SS Health Care Select Sector (XLV) in their 13F filings, down 90 from Q1 2025. 99 opened new positions and 174 sold out. The largest holders were Bank of America Corp. ($4.5B), Morgan Stanley ($1.8B) and JPMorgan Chase & Co. ($1.7B). 9 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- SS Health Care Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q2 2025)
- CUSIP
- 81369Y209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 99 | $305.6M |
| Exits | 174 | $624.4M |
All 13F filers, Q1 2025 → Q2 2025: 18,830,859 shares bought and 22,052,172 shares sold, net −3,221,313 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,682 holders
| Bank of America Corp. | 0.36% | Reduce -2.6% | 33,226,352 | $4.5B |
| Morgan Stanley | 0.12% | Add +9.2% | 13,228,688 | $1.8B |
| JPMorgan Chase & Co. | 0.12% | Add +1.0% | 12,811,819 | $1.7B |
| LPL Financial LLC | 0.31% | Reduce -1.5% | 6,833,969 | $921.2M |
| Envestnet Asset Management Inc. | 0.23% | Reduce -10.3% | 5,805,498 | $782.5M |
| Goldman Sachs Group Inc. | 0.13% | Add +14.8% | 5,763,171 | $776.8M |
| Wells Fargo & Company | 0.17% | Reduce -2.8% | 5,675,064 | $764.9M |
| Raymond James Financial Inc. | 0.26% | Reduce -6.5% | 5,647,759 | $761.3M |
| Caisse de depot et placement du Quebec | 1.11% | Add +641.1% | 3,858,426 | $520.1M |
| Nissay Asset Management Corp. /Japan | 2.78% | No change | 3,517,825 | $474.2M |
| Janney Montgomery Scott LLC | 1.16% | Reduce -4.7% | 3,289,584 | $443.4M |
| UBS Group AG | 0.09% | Reduce -19.0% | 3,273,146 | $441.2M |
| Truist Financial Corp. | 0.61% | Reduce -1.2% | 3,087,466 | $416.2M |
| Ameriprise Financial Inc. | 0.10% | Reduce -16.4% | 2,860,751 | $385.5M |
| Royal Bank of Canada | 0.07% | Reduce -11.3% | 2,769,449 | $373.3M |
| WestEnd Advisors, LLC | 8.77% | Reduce -4.6% | 2,624,490 | $353.8M |
| CHURCHILL MANAGEMENT Corp | 3.37% | Reduce -14.3% | 2,305,920 | $310.8M |
| Harel Insurance Investments & Financial Services Ltd. | 3.17% | Reduce -29.3% | 2,056,721 | $277.2M |
| Main Management ETF Advisors, LLC | 8.14% | Add +202.9% | 1,453,052 | $195.9M |
| State Street Corp. | 0.01% | Add +897.6% | 1,325,623 | $178.7M |
| Qube Research & Technologies Ltd | 0.24% | Add +1252.2% | 1,267,023 | $170.8M |
| PGIM Custom Harvest LLC | 3.17% | Reduce -10.0% | 1,140,688 | $153.8M |
| Cibc World Market Inc. | 0.31% | Add +1.9% | 1,052,932 | $141.9M |
| Meitav Investment House Ltd. | 1.90% | Reduce -46.6% | 1,047,929 | $141.3M |
| Menora Mivtachim Holdings LTD. | 0.79% | Reduce -46.9% | 1,019,882 | $137.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.27% | Reduce -31.5% | 1,000,000 | $134.8M |
| Phoenix Financial Ltd. | 1.72% | Reduce -29.1% | 966,761 | $130.3M |
| Focus Partners Wealth | 0.28% | Add +9.0% | 940,798 | $126.8M |
| Cetera Investment Advisers | 0.21% | Reduce -1.7% | 929,752 | $125.3M |
| Victory Capital Management Inc. | 0.08% | Reduce -3.2% | 903,704 | $121.8M |
| BNP Paribas Financial Markets | 0.09% | Reduce -23.8% | 829,088 | $111.8M |
| Two Sigma Investments, LP | 0.21% | Reduce -47.4% | 820,300 | $110.6M |
| Citigroup Inc. | 0.07% | Reduce -30.1% | 797,134 | $107.4M |
| Neuberger Berman Group LLC | 0.08% | Add +0.5% | 791,738 | $106.7M |
| Stifel Financial Corp. | 0.10% | Add +0.5% | 746,701 | $100.7M |
| BlackRock, Inc. | 0.00% | Reduce -32.4% | 706,435 | $95.2M |
| Migdal Insurance & Financial Holdings Ltd. | 1.12% | Add +270.7% | 701,569 | $94.6M |
| HighTower Advisors, LLC | 0.12% | Add +1.0% | 681,064 | $91.8M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -2.9% | 668,296 | $90.1M |
| Agf Management Ltd. | 0.41% | Add +36.3% | 662,304 | $89.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +22.6% | 660,127 | $89.0M |
| Capital Investment Advisors, LLC | 1.55% | Add +5.3% | 647,214 | $87.9M |
| Osaic Holdings, Inc. | 0.15% | Add +2.4% | 634,507 | $86.1M |
| Bank of Montreal | 0.04% | Add +2.2% | 561,903 | $75.7M |
| SRB Corp. | 4.50% | Add +850.4% | 556,818 | $75.1M |
| Northern Trust Corp. | 0.01% | Reduce -0.3% | 552,824 | $74.5M |
| CW Advisors, LLC | 0.70% | Add +7.9% | 535,405 | $72.2M |
| Millennium Management | 0.07% | Add +1184.7% | 522,043 | $70.4M |
| Rockefeller Capital Management L.P. | 0.15% | Add +5.4% | 514,496 | $69.8M |
| RiverFront Investment Group, LLC | 1.34% | Reduce -2.5% | 509,627 | $68.7M |
| Assetmark, Inc. | 0.16% | Add +37.3% | 499,236 | $67.3M |
| Conservest Capital Advisors, Inc. | 6.53% | Reduce -2.7% | 490,691 | $66.1M |
| Advisory Alpha, LLC | 1.84% | Add +3.1% | 437,543 | $59.0M |
| Greenwood Gearhart LLC | 3.57% | Add +29.1% | 424,295 | $57.2M |
| US Bancorp \de | 0.07% | Reduce -6.2% | 421,450 | $56.8M |
| J.Safra Asset Management Corp | 3.75% | Add +1.7% | 399,912 | $53.9M |
| FIL Ltd | 0.04% | Add +1944.2% | 363,450 | $49.0M |
| KCM Investment Advisors LLC | 1.65% | Add +6.9% | 361,852 | $48.8M |
| State of Michigan Retirement System | 0.25% | Add +21.8% | 360,588 | $48.6M |
| Cercano Management LLC | 1.38% | Reduce -59.8% | 358,568 | $48.3M |
| Alps Advisors Inc. | 0.28% | Add +15.8% | 355,416 | $47.9M |
| Goldentree Asset Management LP | 4.62% | New | 350,000 | $47.1M |
| Signature Estate & Investment Advisors LLC | 1.08% | Reduce -4.8% | 347,495 | $46.8M |
| Simplex Trading, LLC | 1.21% | Add +1115.2% | 333,580 | $45.0M |
| Gerber Kawasaki Wealth & Investment Management | 1.67% | Reduce -3.8% | 321,458 | $43.3M |
| MML Investors Services, LLC | 0.12% | Reduce -28.4% | 304,571 | $41.1M |
| Renaissance Technologies | 0.05% | Add +166.8% | 290,000 | $39.1M |
| Main Management LLC | 3.06% | Reduce -9.8% | 288,661 | $38.9M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -25.6% | 285,181 | $38.4M |
| Swan Global Investments, LLC | 1.78% | Reduce -8.2% | 284,977 | $38.4M |
| Kingsview Wealth Management, LLC | 0.63% | Add +51.5% | 278,183 | $37.5M |
| 1832 Asset Management L.P. | 0.06% | Add +3.5% | 273,147 | $36.8M |
| HSBC Holdings PLC | 0.02% | Reduce -0.7% | 264,898 | $35.6M |
| Private Advisor Group, LLC | 0.19% | Reduce -14.0% | 261,158 | $35.2M |
| Cantor Fitzgerald, L. P. | 0.87% | No change | 260,005 | $35.0M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -2.6% | 259,554 | $35.0M |
| TD Waterhouse Canada Inc. | 0.25% | Reduce -14.1% | 255,382 | $34.9M |
| Wharton Business Group, LLC | 1.33% | Reduce -1.0% | 233,483 | $31.6M |
| BW Gestao de Investimentos Ltda. | 2.93% | Add +1928.0% | 229,000 | $30.9M |
| Makena Capital Management LLC | 3.03% | Add +25.6% | 224,158 | $30.2M |
| Sanctuary Advisors, LLC | 0.18% | Reduce -2.9% | 220,790 | $29.8M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 4.47% | Add +19.4% | 215,300 | $29.0M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.06% | No change | 210,574 | $28.4M |
| Trilogy Capital Inc. | 1.37% | Add +2780.5% | 209,353 | $28.2M |
| Country Trust Bank | 0.61% | Add +2190.5% | 202,733 | $27.3M |
| Graypoint LLC | 1.53% | Add +0.6% | 201,949 | $27.2M |
| Peapack Gladstone Financial Corp. | 0.38% | Add +1.0% | 200,693 | $27.1M |
| MAI Capital Management | 0.19% | Add +4.4% | 199,731 | $26.9M |
| MMBG Investment Advisors Co. | 2.67% | Add +0.9% | 198,854 | $26.8M |
| Full Sail Capital, LLC | 1.50% | Add +1.2% | 192,809 | $26.0M |
| Trek Financial, LLC | 1.73% | Add +1.2% | 191,069 | $25.8M |
| Barclays PLC | 0.01% | Reduce -87.0% | 188,078 | $25.4M |
| NewEdge Advisors, LLC | 0.13% | Add +10.9% | 184,434 | $24.9M |
| Spinnaker Trust | 1.49% | Reduce -1.0% | 184,043 | $24.8M |
| Susquehanna International Group, LLP | 0.04% | Add +254.9% | 180,511 | $24.3M |
| Mariner, LLC | 0.03% | Reduce -6.5% | 178,427 | $24.1M |
| FMR LLC | 0.00% | Reduce -2.4% | 175,633 | $23.7M |
| SP Asset Management LLC | 1.94% | Reduce -2.3% | 174,240 | $23.5M |
| Bank Hapoalim BM | 3.33% | Reduce -5.4% | 165,369 | $23.3M |
| D. E. Shaw & Co. | 0.02% | New | 171,536 | $23.1M |
| Equitable Holdings, Inc. | 0.19% | Add +13.7% | 167,834 | $22.6M |
| Financial Advisory Corp | 3.41% | Add +1.1% | 165,055 | $22.2M |
| Captrust Financial Advisors | 0.05% | Add +1.4% | 164,629 | $22.2M |
| Krilogy Financial LLC | 1.27% | Add +8.2% | 164,549 | $22.2M |
| Biltmore Wealth Management, LLC | 8.95% | Add +5.3% | 164,009 | $22.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +33.0% | 160,477 | $21.7M |
| Corient Private Wealth LP | 0.03% | Add +13.8% | 159,253 | $21.5M |
| Park Avenue Securities LLC | 0.19% | Reduce -1.7% | 152,970 | $20.6M |
| Balyasny Asset Management L.P. | 0.05% | Add +15.7% | 151,710 | $20.4M |
| Jones Financial Companies LLLP | 0.02% | Add +33.5% | 151,785 | $20.3M |
| Hudson Bay Capital Management LP | 0.15% | New | 150,225 | $20.2M |
| Spire Wealth Management | 0.72% | Reduce -19.4% | 148,125 | $19.9M |
| DAVENPORT & Co LLC | 0.11% | Reduce -3.8% | 146,521 | $19.7M |
| American Financial Advisors, LLC | 2.74% | Reduce -1.3% | 145,354 | $19.6M |
| McKinley Carter Wealth Services, Inc. | 1.09% | Add +16.4% | 145,248 | $19.6M |
| Bouchey Financial Group, Ltd. | 1.62% | Add +2.8% | 144,531 | $19.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.53% | Reduce -49.0% | 144,394 | $19.5M |
| Clarity Financial LLC | 2.09% | Reduce -12.3% | 143,717 | $19.4M |
| Cullen Capital Management, LLC | 0.22% | Add +2879.5% | 143,463 | $19.3M |
| Means Investment Co., Inc. | 1.82% | Add +33.0% | 142,552 | $19.2M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -4.5% | 141,016 | $19.0M |
| Graves Light Lenhart Wealth, Inc. | 2.26% | Reduce -1.9% | 140,965 | $19.0M |
| Miller Investment Management, LP | 1.96% | Add +10.5% | 138,216 | $18.6M |
| Ayalon Insurance Comp Ltd. | 5.37% | Add +0.1% | 138,069 | $18.6M |
| Fifth Third Bancorp | 0.06% | Reduce -25.7% | 136,099 | $18.3M |
| Bar Harbor Wealth Management | 1.17% | Reduce -4.3% | 135,510 | $18.3M |
| Adams Diversified Equity Fund, Inc. | 0.65% | Add +28.1% | 134,000 | $18.1M |
| EP Wealth Advisors, LLC | 0.12% | Add +107.1% | 133,390 | $18.0M |
| Oppenheimer & Co. Inc. | 0.24% | Add +39.9% | 132,598 | $17.9M |
| Comerica Bank | 0.07% | Reduce -5.4% | 130,403 | $17.6M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.97% | Reduce -4.5% | 127,905 | $17.2M |
| IMZ Advisory Inc | 6.89% | Add +9.6% | 130,526 | $17.2M |
| Evolution Wealth Advisors, LLC | 2.50% | Add +0.5% | 126,621 | $17.1M |
| Ashton Thomas Private Wealth, LLC | 0.60% | Add +72.2% | 126,569 | $17.1M |
| Concurrent Investment Advisors, LLC | 0.33% | Reduce -15.6% | 125,071 | $16.9M |
| IHT Wealth Management, LLC | 0.46% | Add +0.3% | 124,250 | $16.7M |
| Kozak & Associates, Inc. | 3.40% | Add +12.9% | 123,039 | $16.7M |
| Valmark Advisers, Inc. | 0.23% | Add +8.9% | 122,710 | $16.5M |
| First Interstate Bank | 0.96% | Reduce -1.2% | 121,823 | $16.4M |
| SG Americas Securities, LLC | 0.07% | Add +98.3% | 121,740 | $16.4M |
| Nan Shan Life Insurance Co., Ltd. | 0.36% | No change | 121,535 | $16.4M |
| Blair William & Co. | 0.05% | Reduce -1.7% | 120,793 | $16.3M |
| Atom Investors LP | 1.44% | Add +163.2% | 120,740 | $16.3M |
| Quantitative Investment Management, LLC | 2.14% | New | 118,677 | $16.0M |
| Measured Wealth Private Client Group, LLC | 4.73% | Add +2.9% | 117,333 | $15.8M |
| Perbak Capital Partners LLP | 3.57% | Add +342.3% | 116,999 | $15.8M |
| Rothschild Capital Partners, LLC | 4.08% | Add +0.0% | 115,265 | $15.5M |
| Jump Financial, LLC | 0.19% | New | 111,472 | $15.0M |
| Creative Planning | 0.01% | Reduce -8.5% | 110,636 | $14.9M |
| Kwmg, LLC | 1.40% | Add +12.8% | 110,592 | $14.9M |
| Perigon Wealth Management, LLC | 0.35% | Reduce -0.7% | 109,505 | $14.8M |
| Oppenheimer Asset Management Inc. | 0.17% | Reduce -1.1% | 108,034 | $14.6M |
| Analyst IMS Investment Management Services Ltd. | 0.48% | Add +4.8% | 104,831 | $14.1M |
| Element Pointe Advisors, LLC | 3.42% | Add +1.7% | 104,755 | $14.1M |
| Baltimore-Washington Financial Advisors, Inc. | 0.65% | Reduce -55.5% | 104,178 | $14.0M |
| Long Run Wealth Advisors, LLC | 2.90% | Add +16.0% | 102,477 | $13.8M |
| Squarepoint Ops LLC | 0.03% | New | 101,964 | $13.7M |
| Steward Partners Investment Advisory, LLC | 0.11% | Reduce -33.6% | 100,947 | $13.6M |
| Atria Investments, Inc | 0.16% | Reduce -3.3% | 100,632 | $13.6M |
| Passaic Partners LLC | 1.64% | Reduce -1.0% | 100,421 | $13.5M |
| Asset Advisors Investment Management, LLC | 1.33% | Reduce -4.4% | 99,544 | $13.4M |
| National Bank of Canada | 0.01% | Add +67.2% | 99,234 | $13.4M |
| United Capital Financial Advisors, LLC | 0.11% | Reduce -1.2% | 97,668 | $13.2M |
| Capital Fund Management S.A. | 0.14% | New | 96,503 | $13.0M |
| Salomon & Ludwin, LLC | 1.28% | Add +1.2% | 95,313 | $12.9M |
| Dakota Wealth Management | 0.27% | Reduce -2.3% | 95,123 | $12.8M |
| Scotia Capital Inc. | 0.06% | Add +1.9% | 95,061 | $12.8M |
| Baird Financial Group, Inc. | 0.02% | Reduce -13.4% | 94,323 | $12.7M |
| Prosperity Consulting Group, LLC | 0.92% | Reduce -1.1% | 93,609 | $12.6M |
| Estate Counselors, LLC | 1.24% | Add +3321.6% | 93,410 | $12.6M |
| J.W. Cole Advisors, Inc. | 0.27% | Add +15.1% | 92,970 | $12.5M |
| Fisher Asset Management | 0.00% | Add +94.3% | 92,267 | $12.4M |
| Round Rock Advisors LLC | 2.13% | Add +2.4% | 91,430 | $12.3M |
| Old National Bancorp | 0.22% | Reduce -10.8% | 90,814 | $12.2M |
| Lake Hills Wealth Management, LLC | 7.01% | New | 90,806 | $12.2M |
| Avantax Advisory Services, Inc. | 0.07% | Add +11.1% | 90,623 | $12.2M |
| Parkside Investments, LLC | 1.65% | Add +10.0% | 90,352 | $12.2M |
| Carnegie Investment Counsel | 0.24% | Reduce -0.3% | 89,408 | $12.1M |
| Wellington Management Group LLP | 0.00% | Add +700.2% | 88,936 | $12.0M |
| Cwm, LLC | 0.04% | Reduce -0.4% | 85,340 | $11.5M |
| Brave Asset Management Inc. | 3.12% | Reduce -0.3% | 84,944 | $11.5M |
| Hilltop Wealth Advisors, LLC | 6.44% | Add +7.2% | 85,053 | $11.5M |
| Lido Advisors, LLC | 0.06% | Add +1.7% | 84,038 | $11.3M |
| Provida Pension Fund Administrator | 0.20% | Reduce -34.8% | 83,980 | $11.3M |
| Simon Quick Advisors, LLC | 0.56% | Add +2837.4% | 82,246 | $11.1M |
| Tamar Securities, LLC | 1.34% | Add +4.5% | 81,761 | $11.0M |
| WESPAC Advisors SoCal, LLC | 2.45% | Reduce -21.5% | 81,539 | $11.0M |
| Stillwater Capital Advisors, LLC | 1.39% | Add +0.7% | 81,058 | $10.9M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2.40% | No change | 80,993 | $10.9M |
| Gratus Wealth Advisors, LLC | 1.65% | Add +1.4% | 80,922 | $10.9M |
| 111 Capital | 1.86% | New | 80,245 | $10.8M |
| Arvest Bank Trust Division | 0.63% | Add +3.8% | 79,702 | $10.7M |
| Fifth Third Securities, Inc. | 0.80% | Reduce -5.0% | 78,932 | $10.6M |
| BTG Pactual Asset Management US LLC | 1.40% | Reduce -1.1% | 76,939 | $10.4M |
| WBH Advisory Inc. | 0.88% | Reduce -11.2% | 76,805 | $10.4M |
| DRW Securities, LLC | 0.72% | New | 76,039 | $10.2M |
| Prudent Investors Network, Inc. | 2.76% | Add +0.8% | 75,973 | $10.2M |
| High Note Wealth, LLC | 2.29% | Reduce -2.6% | 74,199 | $10.0M |
| AlphaCore Capital LLC | 0.38% | Add +2795.6% | 73,752 | $9.9M |
| Petredis Investment Advisors LLC | 0.87% | Add +3.1% | 73,415 | $9.9M |
| SFG Wealth Management, LLC. | 5.94% | Reduce -5.9% | 72,973 | $9.8M |
| Frisch Financial Group, Inc. | 2.40% | Add +0.5% | 72,779 | $9.8M |
| Vickerman Investment Advisors, Inc. | 2.10% | Add +4.2% | 72,529 | $9.8M |
| Innealta Capital, LLC | 5.15% | Add +43.1% | 72,391 | $9.8M |
| Premier Path Wealth Partners, LLC | 1.35% | Add +9.2% | 72,170 | $9.7M |
| Lowe Brockenbrough & Co. Inc. | 0.55% | Reduce -6.9% | 72,057 | $9.7M |
| Summit Trail Advisors, LLC | 0.17% | Reduce -35.5% | 71,678 | $9.7M |
| Arkadios Wealth Advisors | 0.28% | Add +10.3% | 69,466 | $9.4M |
| Integrated Advisors Network LLC | 0.42% | Reduce -5.8% | 68,537 | $9.2M |
| Tocqueville Asset Management L.P. | 0.14% | Reduce -5.5% | 68,252 | $9.2M |
| &partners | 0.07% | Add +19.6% | 68,214 | $9.2M |
| Pathstone Holdings, LLC | 0.04% | Reduce -52.9% | 66,181 | $8.9M |
| Cerity Partners LLC | 0.02% | Add +6.3% | 66,167 | $8.9M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -6.5% | 66,164 | $8.9M |
| Eagle Wealth Strategies LLC | 4.97% | Add +1.2% | 65,968 | $8.9M |
| First Merchants Corp. | 0.34% | Reduce -2.1% | 65,926 | $8.9M |
| Global Endowment Management, LP | 1.17% | Add +2.4% | 65,144 | $8.8M |
| Hobart Private Capital, LLC | 1.97% | Reduce -9.8% | 64,516 | $8.7M |
| Mfa Wealth Advisors, LLC | 2.03% | Add +0.5% | 64,306 | $8.7M |
| RFG Advisory, LLC | 0.20% | Reduce -6.5% | 63,934 | $8.6M |
| Keybank National Association | 0.03% | Add +135.2% | 63,753 | $8.6M |
| Martin & Co. Inc. | 1.57% | Reduce -1.2% | 63,329 | $8.5M |
| Winthrop Capital Management, LLC | 2.14% | Add +0.6% | 62,942 | $8.5M |
| Provident Co of the Employees of the Hebrew University LTD | 8.45% | Add +26.1% | 62,850 | $8.5M |
| Gladstone Institutional Advisory LLC | 0.35% | Reduce -3.2% | 62,395 | $8.4M |
| Welch Capital Partners LLC | 1.86% | Reduce -2.3% | 62,041 | $8.4M |
| Coastal Bridge Advisors, LLC | 0.69% | New | 61,451 | $8.3M |
| Prestige Wealth Management Group LLC | 1.67% | Reduce -58.9% | 60,844 | $8.2M |
| Capital Insight Partners, LLC | 1.42% | Reduce -7.2% | 60,596 | $8.2M |
| Sage Capital Advisors,llc | 2.00% | Reduce -1.0% | 60,056 | $8.1M |
| Constitution Capital LLC | 4.10% | Add +6.3% | 59,551 | $8.0M |
| Evercore Wealth Management, LLC | 0.12% | Reduce -2.5% | 59,447 | $8.0M |
| Citadel Advisors | 0.01% | Reduce -53.7% | 58,977 | $7.9M |
| Brevan Howard Capital Management LP | 0.09% | New | 58,963 | $7.9M |
| Twin Tree Management, LP | 0.20% | Reduce -76.6% | 57,752 | $7.8M |
| Intrua Financial, LLC | 1.11% | Add +28.3% | 57,568 | $7.8M |
| Silverleafe Capital Partners, LLC | 2.69% | Reduce -26.0% | 57,217 | $7.7M |
| Waverly Advisors, LLC | 0.08% | Add +1.3% | 57,131 | $7.7M |
| Tudor Investment Corporation | 0.06% | Add +997.8% | 57,039 | $7.7M |
| Arvest Investments, Inc. | 1.14% | Add +3.6% | 56,412 | $7.6M |
| Pachira Investments Inc. | 5.74% | Add +10.1% | 56,362 | $7.6M |
| Woodmont Investment Counsel LLC | 0.50% | Add +5.8% | 56,261 | $7.6M |
| Howard Capital Management Group, LLC | 0.52% | Add +0.1% | 55,973 | $7.5M |
| Peak Retirement Planning, Inc. | 3.02% | New | 55,489 | $7.5M |
| Compass Wealth Management, LLC | 4.00% | — | 55,397 | $7.5M |
| Sound View Wealth Advisors Group, LLC | 0.55% | Add +11.8% | 55,362 | $7.5M |
| Level Four Advisory Services, LLC | 0.27% | Add +148.8% | 55,194 | $7.4M |
| Adams Wealth Management | 1.40% | Reduce -3.0% | 54,628 | $7.4M |
| CacheTech Inc. | 1.36% | Reduce -3.0% | 54,628 | $7.4M |
| Keebeck Wealth Management | 0.96% | Reduce -3.3% | 54,223 | $7.3M |
| Forbes J M & Co. LLP | 0.67% | No change | 54,169 | $7.3M |
| Orange Investment Advisors, Inc. | 0.80% | Reduce -0.6% | 54,071 | $7.3M |
| Exchange Traded Concepts, LLC | 0.09% | Reduce -60.0% | 53,652 | $7.2M |
| Tritonpoint Wealth, LLC | 0.67% | Reduce -13.4% | 53,573 | $7.2M |
| Bayesian Capital Management, LP | 1.12% | New | 52,450 | $7.1M |
| WCG Wealth Advisors LLC | 0.45% | New | 51,665 | $7.0M |
| Western Wealth Management, LLC | 0.41% | Reduce -3.5% | 51,464 | $6.9M |
| Hancock Whitney Corp. | 0.13% | Add +1147.0% | 50,803 | $6.8M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +2.8% | 50,570 | $6.8M |
| Allred Capital Management, LLC | 2.54% | Add +5.6% | 50,449 | $6.8M |
| Transcend Capital Advisors, LLC | 0.52% | Reduce -2.8% | 50,056 | $6.7M |
| Natixis | 0.03% | No change | 50,000 | $6.7M |
| Freedom Investment Management, Inc. | 0.54% | Add +9.1% | 49,891 | $6.7M |
| First Trust Advisors LP | 0.01% | Add +56.3% | 49,735 | $6.7M |
| Liberty One Investment Management, LLC | 0.67% | Add +7.8% | 48,776 | $6.6M |
| Sharper & Granite LLC | 2.46% | Add +5.1% | 47,882 | $6.5M |
| Annex Advisory Services, LLC | 0.15% | Reduce -2.4% | 47,705 | $6.4M |
| TCV Trust & Wealth Management, Inc. | 0.56% | Add +7.7% | 47,631 | $6.4M |
| Chemung Canal Trust Co. | 1.35% | Reduce -41.3% | 47,590 | $6.4M |
| Advisory Services Network, LLC | 0.10% | Add +0.7% | 49,009 | $6.4M |
| Brookstone Capital Management | 0.08% | Add +71.8% | 46,796 | $6.3M |
| Marshall Wace, LLP | 0.01% | Reduce -13.9% | 46,500 | $6.3M |
| Foronjy Financial LLC | 2.92% | — | 46,318 | $6.2M |
| Sigma Planning Corp | 0.19% | Reduce -22.7% | 46,084 | $6.2M |
| CMH Wealth Management LLC | 1.45% | Add +1.6% | 46,072 | $6.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -11.3% | 45,940 | $6.2M |
| Centaurus Financial, Inc. | 0.36% | Add +47.9% | 45,446 | $6.1M |
| Independent Financial Group, LLC | 0.17% | Reduce -5.7% | 44,821 | $6.0M |
| Patten & Patten Inc. | 0.39% | Reduce -2.1% | 44,319 | $6.0M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -10.3% | 43,907 | $5.9M |
| Banco Santander, S.A. | 0.06% | Add +70.0% | 43,790 | $5.9M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +1.6% | 43,666 | $5.9M |
| Prime Capital Investment Advisors, LLC | 0.08% | Reduce -27.7% | 43,585 | $5.9M |
| Madison Park Capital Advisors, LLC | 4.89% | Add +0.6% | 43,096 | $5.8M |
| Stephens Inc. | 0.08% | Reduce -1.4% | 42,793 | $5.8M |
| Bedell Frazier Investment Counselling, LLC | 1.45% | Reduce -2.4% | 42,781 | $5.8M |
| Cary Street Partners Financial LLC | 0.16% | Add +62.1% | 41,953 | $5.7M |
| Pinnacle Associates Ltd. | 0.08% | Reduce -7.0% | 41,649 | $5.6M |
| Wela Strategies, Inc. | 2.21% | Add +4.8% | 41,597 | $5.6M |
| Oliver Lagore Vanvalin Investment Group | 2.19% | — | 38,290 | $5.6M |
| Essex LLC | 1.10% | Add +4.8% | 41,430 | $5.6M |
| Strategic Financial Concepts, LLC | 0.78% | Add +608.7% | 41,403 | $5.6M |
| Modus Advisors, LLC | 1.64% | Reduce -2.4% | 41,041 | $5.5M |
| Busey Bank | 0.17% | Add +1.1% | 40,937 | $5.5M |
| Kennicott Capital Management LLC | 3.13% | Reduce -4.9% | 40,781 | $5.5M |
| Financial Freedom, LLC | 2.95% | Add +5.7% | 40,652 | $5.5M |
| BigSur Wealth Management LLC | 1.37% | Add +0.1% | 40,360 | $5.4M |
| Founders Financial Securities LLC | 0.41% | Reduce -46.7% | 40,208 | $5.4M |
| Simmons Bank | 0.39% | Reduce -1.9% | 40,153 | $5.4M |
| Bonfire Financial | 4.40% | Add +6.0% | 39,804 | $5.4M |
| Maven Securities LTD | 1.39% | Reduce -1.6% | 39,753 | $5.4M |
| AlTi Global, Inc. | 0.13% | Reduce -5.8% | 39,152 | $5.3M |
| Keystone Global Partners, LLC | 2.90% | Add +13.7% | 39,541 | $5.3M |
| Commerce Bank | 0.03% | Reduce -7.1% | 39,363 | $5.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | New | 39,205 | $5.3M |
| Harbour Investments, Inc. | 0.13% | Reduce -12.0% | 38,779 | $5.2M |
| Granite Harbor Advisors, Inc. | 2.45% | Reduce -1.2% | 38,687 | $5.2M |
| Merit Financial Group, LLC | 0.06% | Reduce -17.7% | 38,416 | $5.2M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -14.6% | 38,204 | $5.1M |
| Compton Financial Group, LLC | 1.33% | Add +13.8% | 37,937 | $5.1M |
| One Wealth Map LLC | 2.80% | Add +12.6% | 38,936 | $5.1M |
| Westwood Holdings Group Inc. | 0.04% | Reduce -1.6% | 37,795 | $5.1M |
| Sepio Capital, LP | 0.36% | Reduce -2.8% | 37,637 | $5.1M |
| Littlejohn Financial Services, Inc. | 3.92% | New | 37,631 | $5.1M |
| Jane Street Group, LLC | 0.01% | Reduce -41.6% | 37,145 | $5.0M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +29.1% | 37,113 | $5.0M |
| GoalFusion Wealth Management, LLC | 2.53% | Add +6.2% | 36,568 | $4.9M |
| U.S. Capital Wealth Advisors, LLC | 0.14% | Reduce -7.3% | 36,427 | $4.9M |
| Apexium Financial, LP | 0.26% | Reduce -15.6% | 36,402 | $4.9M |
| Magnus Financial Group LLC | 0.43% | Reduce -5.7% | 36,374 | $4.9M |
| Venturi Wealth Management, LLC | 0.24% | Reduce -3.3% | 36,359 | $4.9M |
| Horizon Investments, LLC | 0.08% | Reduce -14.8% | 36,218 | $4.9M |
| SMART Wealth LLC | 1.53% | Add +114.1% | 36,182 | $4.9M |
| Econ Financial Services Corp | 2.51% | New | 36,103 | $4.9M |
| Quantinno Capital Management LP | 0.02% | Reduce -7.7% | 36,098 | $4.9M |
| Robertson Stephens Wealth Management, LLC | 0.17% | Reduce -61.3% | 36,074 | $4.9M |
| Deltec Asset Management LLC | 0.87% | Reduce -0.7% | 36,030 | $4.9M |
| Toth Financial Advisory Corp. | 0.56% | Reduce -44.1% | 35,756 | $4.8M |
| Lyell Wealth Management, LP | 0.38% | Reduce -2.8% | 35,621 | $4.8M |
| Flagship Harbor Advisors, LLC | 0.23% | Reduce -72.0% | 35,482 | $4.8M |
| Embree Financial Group | 0.72% | Reduce -19.5% | 35,334 | $4.8M |
| Choate Investment Advisors | 0.10% | Add +1.7% | 35,248 | $4.8M |
| Stockman Wealth Management, Inc. | 0.64% | Add +6.1% | 34,806 | $4.7M |
| St Germain D J Co. Inc. | 0.20% | Reduce -4.8% | 34,782 | $4.7M |
| Mill Creek Capital Advisors, LLC | 0.10% | Add +6.1% | 34,676 | $4.7M |
| Elk River Wealth Management LLC | 0.80% | Add +666.9% | 34,663 | $4.7M |
| Sender Co & Partners, Inc. | 1.32% | New | 34,651 | $4.7M |
| 5th Street Advisors, LLC | 2.32% | Reduce -1.1% | 34,595 | $4.7M |
| Atria Wealth Solutions, Inc. | 0.10% | Reduce -77.3% | 34,139 | $4.6M |
| Sowell Financial Services LLC | 0.19% | Reduce -5.4% | 34,032 | $4.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -22.1% | 33,733 | $4.5M |
| Fiduciary Group, LLC | 0.43% | Add +4.2% | 33,594 | $4.5M |
| Pallas Capital Advisors LLC | 0.17% | Reduce -47.3% | 33,376 | $4.5M |
| Signal Advisors Wealth, LLC | 0.35% | Add +24.1% | 33,072 | $4.5M |
| Cornerstone Wealth Group, LLC | 0.33% | Reduce -33.9% | 33,047 | $4.5M |
| Cooksen Wealth, LLC | 3.57% | Add +15.9% | 32,956 | $4.4M |
| Midwest Trust Co | 0.06% | — | 32,904 | $4.4M |
| Westside Investment Management, Inc. | 0.82% | Add +24.6% | 32,775 | $4.4M |
| Courier Capital LLC | 0.27% | Reduce -11.5% | 32,814 | $4.4M |
| Schroder Investment Management Group | 0.00% | New | 32,862 | $4.4M |
| Headlands Technologies LLC | 0.52% | Add +401.9% | 32,425 | $4.4M |
| Jain Global LLC | 0.07% | New | 32,347 | $4.4M |
| First Horizon Advisors, Inc. | 0.11% | Add +2.2% | 32,136 | $4.3M |
| Nvwm, LLC | 1.04% | Add +8.3% | 32,038 | $4.3M |
| Bleakley Financial Group, LLC | 0.11% | Add +6.7% | 31,725 | $4.3M |
| Allworth Financial LP | 0.02% | Add +0.9% | 31,619 | $4.3M |
| Twin Focus Capital Partners, LLC | 0.60% | Reduce -33.5% | 31,563 | $4.3M |
| Procyon Advisors, LLC | 0.40% | Add +179.8% | 31,497 | $4.2M |
| Paloma Partners Management Co | 1.81% | New | 31,175 | $4.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.04% | Reduce -92.8% | 31,193 | $4.2M |
| Meiji Yasuda Life Insurance Co | 0.12% | New | 30,967 | $4.2M |
| Hilltop Holdings Inc. | 0.27% | Reduce -7.4% | 30,753 | $4.1M |
| Brown Brothers Harriman & Co. | 0.03% | Add +3.5% | 30,705 | $4.1M |
| Lebenthal Global Advisors, LLC | 0.77% | New | 30,533 | $4.1M |
| Mutual Advisors, LLC | 0.10% | Reduce -15.3% | 29,926 | $4.1M |
| Glenmede Investment Management, LP | 0.02% | — | 30,281 | $4.1M |
| FPC Investment Advisory, Inc. | 2.54% | Add +8.4% | 30,200 | $4.1M |
| GeoWealth Management, LLC | 0.16% | Reduce -10.3% | 30,052 | $4.1M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -14.8% | 29,953 | $4.0M |
| Harrell Investment Partners, LLC | 1.02% | Reduce -57.6% | 29,939 | $4.0M |
| Certuity, LLC | 0.38% | Add +15.9% | 29,867 | $4.0M |
| Syon Capital LLC | 0.27% | Reduce -48.6% | 29,823 | $4.0M |
| Leicht Financial Planning & Wealth Management, Inc. | 1.91% | Add +8.6% | 29,768 | $4.0M |
| Foundations Investment Advisors, LLC | 0.06% | Reduce -33.9% | 29,693 | $4.0M |
| Wealthspire Advisors, LLC | 0.02% | Add +3.1% | 29,489 | $4.0M |
| Synovus Financial Corp. | 0.05% | Add +64.0% | 29,454 | $4.0M |
| Simplicity Wealth,LLC | 0.16% | Add +114.7% | 29,208 | $3.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -68.0% | 29,120 | $3.9M |
| Fourth Dimension Wealth, LLC | 1.65% | Add +10.3% | 29,020 | $3.9M |
| Vaughan David Investments LLC | 0.09% | Add +6.0% | 28,796 | $3.9M |
| Benjamin Edwards Inc. | 0.05% | Reduce -19.7% | 28,478 | $3.8M |
| Calton & Associates, Inc. | 0.66% | Add +0.1% | 28,354 | $3.8M |
| Dorsey & Whitney Trust CO LLC | 0.20% | Reduce -0.5% | 28,321 | $3.8M |
| IFP Advisors, Inc | 0.11% | Add +3.0% | 28,093 | $3.8M |
| Focus Financial Network, Inc. | 0.15% | Add +0.3% | 27,994 | $3.8M |
| 10Elms LLP | 4.18% | Reduce -0.7% | 27,939 | $3.8M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -13.8% | 27,931 | $3.8M |
| BBR Partners, LLC | 0.23% | Reduce -0.8% | 27,857 | $3.8M |
| Delos Wealth Advisors, LLC | 2.93% | Reduce -11.3% | 27,829 | $3.8M |
| Benedict Financial Advisors Inc. | 0.85% | Add +0.1% | 27,790 | $3.7M |
| Farther Finance Advisors, LLC | 0.07% | Reduce -18.6% | 27,778 | $3.7M |
| Wealthfront Advisers LLC | 0.01% | Reduce -2.7% | 27,696 | $3.7M |
| IMC-Chicago, LLC | 0.09% | Reduce -49.6% | 27,580 | $3.7M |
| Crew Capital Management, Ltd | 2.67% | Add +123.4% | 27,553 | $3.7M |
| Brandywine Oak Private Wealth LLC | 0.34% | Reduce -1.6% | 27,359 | $3.7M |
| Riverpoint Wealth Management Holdings, LLC | 0.86% | Reduce -20.1% | 27,209 | $3.7M |
| Bfsg, LLC | 0.41% | Reduce -2.0% | 27,109 | $3.7M |
| Meridian Wealth Management, LLC | 0.16% | Reduce -2.4% | 27,031 | $3.6M |
| Colton Groome Financial Advisors, LLC | 1.23% | Add +25.1% | 26,827 | $3.6M |
| Haverford Trust Co | 0.03% | Reduce -27.6% | 26,660 | $3.6M |
| Cresset Asset Management, LLC | 0.02% | Reduce -68.4% | 26,480 | $3.6M |
| Bessemer Group Inc. | 0.01% | Add +77.7% | 26,342 | $3.6M |
| WealthCare Investment Partners, LLC | 1.28% | Reduce -5.6% | 26,186 | $3.5M |
| Northstar Advisory Group, LLC | 1.73% | Add +80.4% | 26,270 | $3.5M |
| World Investment Advisors | 0.08% | Add +1.2% | 26,117 | $3.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -55.6% | 26,015 | $3.5M |
| Mechanics Bank Trust Department | 0.50% | Reduce -5.6% | 25,975 | $3.5M |
| Private Wealth Advisors, LLC | 1.37% | Reduce -65.1% | 25,883 | $3.5M |
| Natixis Advisors, LLC | 0.01% | Reduce -17.9% | 25,754 | $3.5M |
| TruWealth Advisors, LLC | 0.19% | Add +3.3% | 25,696 | $3.5M |
| Ferguson Wellman Capital Management, Inc. | 0.06% | Reduce -11.4% | 25,391 | $3.4M |
| Bullseye Investment Management, LLC | 2.16% | No change | 23,180 | $3.4M |
| Thor Trading Advisors, LLC | 4.23% | Reduce -79.7% | 25,026 | $3.4M |
| Nwi Management LP | 0.31% | No change | 25,000 | $3.4M |
| Bay Rivers Group | 1.53% | Add +1.3% | 24,848 | $3.3M |
| Global Retirement Partners, LLC | 0.08% | — | 24,765 | $3.3M |
| Belpointe Asset Management LLC | 0.14% | Reduce -6.0% | 24,752 | $3.3M |
| MV Capital Management, Inc. | 0.34% | Reduce -7.2% | 24,696 | $3.3M |
| LM Advisors LLC | 0.43% | Reduce -7.5% | 24,675 | $3.3M |
| Parallax Volatility Advisers, L.P. | 0.16% | Add +2461400.0% | 24,615 | $3.3M |
| Nelson Capital Management, LLC | 0.44% | Add +2.4% | 24,608 | $3.3M |
| IFG Advisory, LLC | 0.17% | Reduce -3.8% | 24,535 | $3.3M |
| Sentinel Trust Co. Lba | 0.36% | Reduce -1.6% | 24,425 | $3.3M |
| Northeast Financial Consultants Inc | 0.13% | Reduce -15.4% | 24,337 | $3.3M |
| Performance Wealth Partners, LLC | 0.10% | Add +33.5% | 24,332 | $3.3M |
| New England Private Wealth Advisors LLC | 0.48% | Reduce -4.9% | 24,336 | $3.3M |
| Principal Securities, Inc. | 0.06% | Add +8.7% | 24,203 | $3.3M |
| Jackson, Grant Investment Advisers, Inc. | 1.18% | Reduce -0.4% | 23,860 | $3.2M |
| Elevation Point Wealth Partners, LLC | 0.25% | Reduce -6.5% | 23,562 | $3.2M |
| Laraway Financial Advisors Inc | 2.40% | Reduce -3.5% | 23,470 | $3.2M |
| WT Wealth Management | 0.93% | Reduce -50.8% | 23,405 | $3.2M |
| Rockingstone Advisors LLC | 1.65% | Reduce -6.9% | 23,324 | $3.1M |
| Maxele Advisors, LLC | 2.73% | Reduce -1.2% | 23,258 | $3.1M |
| Capstone Wealth Management Group LLC | 2.27% | Reduce -0.3% | 23,152 | $3.1M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | Add +3.8% | 23,045 | $3.1M |
| CreativeOne Wealth, LLC | 0.08% | Add +16.1% | 23,045 | $3.1M |
| Silver Oak Securities, Incorporated | 0.26% | Add +270.9% | 22,770 | $3.1M |
| AMG National Trust Bank | 0.08% | Reduce -2.2% | 22,758 | $3.1M |
| Snowden Capital Advisors LLC | 0.09% | Add +38.8% | 22,739 | $3.1M |
| Interactive Financial Advisors, Inc. | 1.49% | Reduce -0.4% | 22,696 | $3.1M |
| Associated Banc-Corp | 0.09% | Reduce -8.6% | 22,485 | $3.0M |
| First Financial Bank - Trust Division | 0.27% | Add +4.1% | 22,407 | $3.0M |
| Flagship Private Wealth, LLC | 1.28% | Reduce -4.0% | 22,394 | $3.0M |
| Helium Advisors LLC | 1.90% | Add +344.7% | 22,308 | $3.0M |
| MTM Investment Management, LLC | 1.01% | Add +4.3% | 22,286 | $3.0M |
| Crestwood Advisors Group, LLC | 0.05% | Add +32.2% | 22,258 | $3.0M |
| PFG Advisors | 0.14% | Reduce -35.5% | 22,139 | $3.0M |
| Money Concepts Capital Corp. | 0.20% | Add +9.0% | 22,078 | $3.0M |
| Capital Investment Advisory Services, LLC | 0.24% | Reduce -7.9% | 22,025 | $3.0M |
| Edgestream Partners, L.P. | 0.08% | Add +67.9% | 22,013 | $3.0M |
| Next Capital Management LLC | 1.09% | Add +0.1% | 21,977 | $3.0M |
| Himension Capital (singapore) Pte. LTD. | 0.23% | New | 21,931 | $3.0M |
| Gateway Wealth Partners, LLC | 0.56% | Add +123.7% | 21,930 | $3.0M |
| James Investment Research, Inc. | 0.35% | Reduce -0.4% | 21,861 | $2.9M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -1.9% | 21,749 | $2.9M |
| Tidal Investments LLC | 0.02% | Add +595.0% | 21,726 | $2.9M |
| Choreo, LLC | 0.04% | Add +101.8% | 21,707 | $2.9M |
| Atlas Capital Advisors Inc. | 0.36% | Reduce -42.7% | 21,591 | $2.9M |
| Leuthold Group, LLC | 0.35% | Add +29.3% | 21,569 | $2.9M |
| M&T Bank Corp | 0.01% | Add +5.0% | 21,526 | $2.9M |
| Tandem Investment Partners LLC | 2.53% | Add +7.4% | 21,485 | $2.9M |
| Summit Financial, LLC | 0.07% | Add +105.8% | 21,369 | $2.9M |
| Certified Advisory Corp | 0.30% | Reduce -4.0% | 21,255 | $2.9M |
| Darwin Wealth Management, LLC | 0.99% | Reduce -3.3% | 21,159 | $2.9M |
| MontVue Capital Management, Inc. | 2.02% | Reduce -2.3% | 21,048 | $2.8M |
| Milestones Private Investment Advisors LLC | 2.10% | — | 21,001 | $2.8M |
| First National Bank of Hutchinson | 1.75% | No change | 20,927 | $2.8M |
| One Charles Private Wealth Services, LLC | 0.79% | Reduce -14.0% | 20,821 | $2.8M |
| Prospect Financial Services LLC | 1.74% | Reduce -11.5% | 20,755 | $2.8M |
| Envision Financial Planning, LLC | 1.31% | Add +10.6% | 20,738 | $2.8M |
| CWC Advisors, LLC. | 1.44% | Add +3.3% | 20,735 | $2.8M |
| Soltis Investment Advisors LLC | 0.22% | Add +69.5% | 20,702 | $2.8M |
| Fluent Financial, LLC | 1.14% | New | 20,592 | $2.8M |
| Providence First Trust Co | 0.97% | Reduce -0.5% | 20,436 | $2.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.08% | Reduce -0.4% | 20,374 | $2.7M |
| Talon Private Wealth, LLC | 0.38% | Add +286.9% | 20,329 | $2.7M |
| Everstar Asset Management, LLC | 1.67% | Add +5.2% | 20,321 | $2.7M |
| Asset Allocation Strategies LLC | 0.60% | Reduce -21.9% | 20,222 | $2.7M |
| Johnson Investment Counsel Inc. | 0.02% | Add +2.7% | 20,208 | $2.7M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Add +1.4% | 20,203 | $2.7M |
| North Star Investment Management Corp. | 0.19% | Add +2.3% | 20,154 | $2.7M |
| Transamerica Financial Advisors, LLC | 0.25% | Reduce -0.7% | 20,115 | $2.7M |
| Bank of Marin | 2.04% | Reduce -0.5% | 20,068 | $2.7M |
| Marion Wealth Management | 0.68% | Add +3.5% | 20,058 | $2.7M |
| Marex Group Ltd | 0.05% | Add +0.1% | 20,030 | $2.7M |
| Power Wealth Management LLC | 1.03% | Reduce -20.1% | 19,858 | $2.7M |
| Atlantic Union Bankshares Corp | 0.06% | Add +1303.6% | 19,847 | $2.7M |
| Massachusetts Wealth Management | 1.51% | Add +2.9% | 19,844 | $2.7M |
| PCG Asset Management, LLC | 2.30% | Reduce -1.0% | 19,836 | $2.7M |
| Moloney Securities Asset Management, LLC | 0.33% | Reduce -0.8% | 19,726 | $2.7M |
| Palumbo Wealth Management LLC | 0.82% | Reduce -1.0% | 19,547 | $2.6M |
| One Day In July LLC | 0.24% | Add +3.6% | 19,511 | $2.6M |
| Badgley Phelps Wealth Managers, LLC | 0.06% | Reduce -1.2% | 19,499 | $2.6M |
| Victory Financial Group, LLC | 0.42% | Add +9.8% | 19,473 | $2.6M |
| United Asset Strategies, Inc. | 0.22% | Reduce -2.0% | 19,456 | $2.6M |
| Zullo Investment Group, Inc. | 1.06% | Reduce -0.5% | 19,392 | $2.6M |
| Herbst Group, LLC | 1.56% | Reduce -10.7% | 19,337 | $2.6M |
| Horizon Financial Services, LLC | 1.37% | Reduce -1.1% | 19,223 | $2.6M |
| Chesapeake Wealth Management | 0.86% | Add +6.6% | 19,191 | $2.6M |
| Butensky & Cohen Financial Security, Inc. | 0.77% | Add +9.8% | 19,175 | $2.6M |
| New Wave Wealth Advisors LLC | 1.10% | Add +0.6% | 19,149 | $2.6M |
| United Bank | 0.99% | Add +11.6% | 19,110 | $2.6M |
| Tiaa Trust, National Association | 0.01% | Reduce -13.2% | 19,101 | $2.6M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -13.5% | 19,061 | $2.6M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.80% | Add +4.0% | 19,003 | $2.6M |
| Joseph P. Lucia & Associates, LLC | 1.05% | Reduce -9.3% | 18,981 | $2.6M |
| JFS Wealth Advisors, LLC | 0.16% | Reduce -5.0% | 18,943 | $2.6M |
| Principle Wealth Partners LLC | 0.16% | Reduce -1.3% | 18,916 | $2.5M |
| Kovack Advisors, Inc. | 0.25% | Reduce -12.1% | 18,853 | $2.5M |
| Knollwood Investment Advisory, LLC | 0.24% | No change | 18,830 | $2.5M |
| D.A. Davidson & Co. | 0.02% | Add +19.5% | 18,716 | $2.5M |
| Concentric Capital Strategies, LP | 0.14% | Reduce -44.5% | 18,677 | $2.5M |
| Fairvoy Private Wealth, LLC | 0.62% | Add +0.1% | 18,638 | $2.5M |
| Rockport Wealth LLC | 0.58% | Reduce -53.8% | 18,627 | $2.5M |
| 1 North Wealth Services LLC | 0.99% | New | 18,560 | $2.5M |
| Meridian Investment Counsel Inc. | 0.68% | No change | 18,505 | $2.5M |
| Stratos Wealth Advisors, LLC | 0.13% | Reduce -3.4% | 18,435 | $2.5M |
| Wilmington Savings Fund Society, FSB | 0.04% | Reduce -10.0% | 18,367 | $2.5M |
| Trust Co | 0.28% | Reduce -16.5% | 18,359 | $2.5M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +82.4% | 18,134 | $2.4M |
| Circle Wealth Management, LLC | 0.05% | Add +11.5% | 18,081 | $2.4M |
| Boltwood Capital Management | 0.69% | Reduce -0.8% | 18,017 | $2.4M |
| CoreCap Advisors, LLC | 0.10% | Reduce -29.6% | 17,912 | $2.4M |
| Sierra Capital LLC | 0.28% | No change | 17,911 | $2.4M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +16.6% | 17,875 | $2.4M |
| Magnolia Capital Management Ltd. | 1.92% | No change | 17,819 | $2.4M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -7.7% | 17,809 | $2.4M |
| Nations Financial Group Inc, /Ia/ | 0.16% | Reduce -6.5% | 17,735 | $2.4M |
| Grassi Investment Management | 0.19% | Reduce -7.7% | 17,713 | $2.4M |
| Bank of Nova Scotia | 0.00% | Reduce -96.9% | 17,519 | $2.4M |
| Citizens Financial Group Inc. | 0.04% | Add +4.3% | 17,497 | $2.4M |
| ABLE Financial Group, LLC | 0.57% | Add +1.7% | 17,486 | $2.4M |
| HBW Advisory Services LLC | 0.29% | Add +4.7% | 17,434 | $2.3M |
| McGuire Investment Group, LLC | 0.30% | Add +3.8% | 17,430 | $2.3M |
| Aventus Investment Advisors, Inc. | 2.10% | — | 17,377 | $2.3M |
| 3EDGE Asset Management, LP | 0.15% | Reduce -50.3% | 17,416 | $2.3M |
| Wedbush Securities Inc. | 0.08% | Reduce -7.1% | 17,275 | $2.3M |
| Insigneo Advisory Services, LLC | 0.20% | Reduce -6.6% | 17,118 | $2.3M |
| Wilson & Boucher Capital Management, LLC | 1.61% | Add +3.5% | 17,089 | $2.3M |
| Weatherly Asset Management L. P. | 0.20% | Reduce -3.7% | 17,087 | $2.3M |
| Columbus Macro, LLC | 0.28% | Reduce -9.5% | 17,046 | $2.3M |
| Banco BTG Pactual S.A. | 0.47% | Add +33.8% | 16,987 | $2.3M |
| Cresta Advisors, Ltd. | 1.12% | Reduce -1.5% | 16,973 | $2.3M |
| RiverGlades Family Offices LLC | 1.49% | No change | 16,816 | $2.3M |
| Clear Creek Financial Management, LLC | 0.22% | Add +2.2% | 16,806 | $2.3M |
| Cornerstone Advisors, LLC | 0.08% | Reduce -33.6% | 16,800 | $2.3M |
| HB Wealth Management, LLC | 0.02% | Reduce -28.4% | 16,758 | $2.3M |
| Moneco Advisors, LLC | 0.21% | Add +2.2% | 16,507 | $2.2M |
| WealthPLAN Partners, LLC | 0.35% | Add +2.2% | 16,367 | $2.2M |
| NewEdge Wealth, LLC | 0.03% | Reduce -0.2% | 17,036 | $2.2M |
| EPG Wealth Management LLC | 0.66% | Reduce -13.3% | 16,289 | $2.2M |
| Rehmann Capital Advisory Group | 0.13% | Reduce -6.9% | 16,273 | $2.2M |
| Bulltick Wealth Management, LLC | 0.54% | Reduce -0.2% | 16,261 | $2.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.14% | New | 16,194 | $2.2M |
| Pinnacle Wealth Management Group, Inc. | 1.25% | Add +3.3% | 16,153 | $2.2M |
| Avalon Trust Co | 0.16% | Reduce -4.2% | 16,000 | $2.2M |
| Mgo One Seven LLC | 0.07% | Reduce -2.4% | 15,997 | $2.2M |
| Financial Advocates Investment Management | 0.18% | Reduce -21.9% | 15,940 | $2.1M |
| JSF Financial, LLC | 0.51% | Reduce -44.1% | 15,870 | $2.1M |
| MBA Advisors LLC | 0.99% | Add +3.7% | 15,850 | $2.1M |
| ARS Investment Partners, LLC | 0.16% | Add +2.2% | 15,825 | $2.1M |
| Salem Investment Counselors Inc. | 0.07% | No change | 15,800 | $2.1M |
| Wealthedge Investment Advisors, LLC | 0.89% | Add +2.2% | 15,761 | $2.1M |
| GTS Securities LLC | 0.09% | Add +327.5% | 15,741 | $2.1M |
| Kanawha Capital Management LLC | 0.16% | Reduce -0.1% | 15,671 | $2.1M |
| Capital Investment Counsel, Inc | 0.28% | Add +1.6% | 15,637 | $2.1M |
| Future Financial Wealth Managment LLC | 1.43% | Add +8.8% | 15,613 | $2.1M |
| CMG Global Holdings, LLC | 1.11% | Add +32.1% | 15,534 | $2.1M |
| Verus Capital Partners, LLC | 0.19% | Add +8.3% | 15,573 | $2.1M |
| Empowered Funds, LLC | 0.02% | Reduce -5.8% | 15,528 | $2.1M |
| Sfmg, LLC | 0.16% | Reduce -6.0% | 15,393 | $2.1M |
| Colony Family Offices, LLC | 0.53% | Reduce -0.3% | 15,318 | $2.1M |
| Crews Bank & Trust | 0.32% | Reduce -4.4% | 15,291 | $2.1M |
| Jacobi Capital Management LLC | 0.14% | Add +1.4% | 15,286 | $2.1M |
| Stonebridge Financial Planning Group, LLC | 0.86% | Reduce -11.3% | 15,280 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.3% | 15,276 | $2.1M |
| AE Wealth Management LLC | 0.01% | Reduce -11.2% | 15,061 | $2.0M |
| Berger Financial Group, Inc | 0.13% | Reduce -7.1% | 15,029 | $2.0M |
| Windsor Capital Management, LLC | 0.59% | Reduce -5.8% | 15,027 | $2.0M |
| Red Crane Wealth Management, LLC | 1.83% | New | 14,943 | $2.0M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -4.0% | 14,896 | $2.0M |
| Strategic Blueprint, LLC | 0.10% | Reduce -8.2% | 14,895 | $2.0M |
| Intrepid Financial Planning Group LLC | 0.84% | No change | 14,846 | $2.0M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -27.9% | 14,799 | $2.0M |
| Fagan Associates, Inc. | 0.31% | Reduce -4.6% | 14,651 | $2.0M |
| Ameritas Advisory Services, LLC | 0.10% | Reduce -31.0% | 14,628 | $2.0M |
| Central Bank & Trust Co. | 0.32% | Add +21.4% | 14,587 | $2.0M |
| Csenge Advisory Group | 0.10% | Reduce -10.7% | 14,565 | $1.9M |
| Access Financial Services, Inc. | 0.73% | Reduce -3.5% | 14,263 | $1.9M |
| AmeriServ Wealth Advisors | 0.95% | Reduce -0.2% | 14,258 | $1.9M |
| Prospera Financial Services Inc | 0.04% | Reduce -20.6% | 14,228 | $1.9M |
| Proffitt & Goodson Inc. | 0.29% | Add +4.3% | 14,250 | $1.9M |
| Jackson Hole Capital Partners, LLC | 0.35% | Add +2.3% | 14,144 | $1.9M |
| Wolverine Asset Management LLC | 0.14% | Add +35.6% | 14,100 | $1.9M |
| International Assets Investment Management, LLC | 0.15% | Add +3.7% | 14,031 | $1.9M |
| Cushing Capital Partners, LLC | 1.59% | Add +4.2% | 13,974 | $1.9M |
| Tyler-Stone Wealth Management | 0.30% | Add +2.5% | 13,966 | $1.9M |
| Cypress Capital Group | 0.23% | Add +14.3% | 13,918 | $1.9M |
| Ieq Capital, LLC | 0.01% | Reduce -27.9% | 13,836 | $1.9M |
| Advisory Resource Group | 0.36% | Add +7.9% | 13,830 | $1.9M |
| AdvisorNet Financial, Inc | 0.12% | Reduce -44.1% | 13,804 | $1.9M |
| Regal Investment Advisors LLC | 0.14% | Reduce -13.7% | 13,779 | $1.9M |
| Chemistry Wealth Management LLC | 0.40% | Reduce -1.0% | 13,676 | $1.8M |
| First Bancorp, Inc | 1.06% | Add +4.6% | 13,660 | $1.8M |
| Perennial Investment Advisors, LLC | 0.18% | Add +1.9% | 13,643 | $1.8M |
| Quattro Financial Advisors LLC | 0.64% | Reduce -9.3% | 13,556 | $1.8M |
| LMCG Investments, LLC | 0.11% | Add +10.5% | 13,542 | $1.8M |
| Koshinski Asset Management, Inc. | 0.14% | Reduce -26.3% | 13,525 | $1.8M |
| Nwam LLC | 0.11% | Reduce -42.1% | 13,944 | $1.8M |
| Highland Capital Management, LLC | 0.10% | No change | 13,471 | $1.8M |
| Gotham Asset Management | 0.01% | No change | 13,434 | $1.8M |
| Okabena Investment Services Inc. | 0.40% | Add +2.8% | 13,392 | $1.8M |
| Purus Wealth Management, LLC | 0.63% | Reduce -0.3% | 13,375 | $1.8M |
| Advyzon Investment Management, LLC | 0.39% | Add +9.8% | 13,088 | $1.8M |
| Keel Point, LLC | 0.12% | Add +163.6% | 13,047 | $1.8M |
| PFG Investments, LLC | 0.10% | Reduce -3.9% | 13,017 | $1.8M |
| Brown Advisory Inc. | 0.00% | Reduce -2.6% | 12,938 | $1.7M |
| Pictet North America Advisors SA | 0.17% | Reduce -4.6% | 12,847 | $1.7M |
| MSH Capital Advisors LLC | 0.50% | Reduce -0.2% | 12,839 | $1.7M |
| Founders Grove Wealth Partners, LLC | 0.43% | Reduce -10.1% | 12,760 | $1.7M |
| AQR Capital Management | 0.00% | Add +63.5% | 12,721 | $1.7M |
| Plimoth Trust Co. LLC | 0.41% | Add +7.8% | 12,671 | $1.7M |
| Strategy Asset Managers LLC | 0.32% | Reduce -2.3% | 12,653 | $1.7M |
| Compound Planning, Inc. | 0.06% | Reduce -7.6% | 12,599 | $1.7M |
| NorthCoast Asset Management LLC | 0.01% | Add +30.8% | 12,553 | $1.7M |
| WP Advisors, LLC | 0.46% | Add +4.4% | 12,532 | $1.7M |
| Retireful, LLC | 1.16% | New | 12,506 | $1.7M |
| Evoke Wealth, LLC | 0.04% | Add +0.2% | 12,372 | $1.7M |
| StoneX Group Inc. | 0.08% | Reduce -12.2% | 12,343 | $1.7M |
| First Citizens Bank & Trust Co. | 0.03% | Add +127.8% | 12,342 | $1.7M |
| SteelPeak Wealth, LLC | 0.06% | Reduce -17.5% | 12,341 | $1.7M |
| Sand Hill Global Advisors, LLC | 0.06% | Reduce -10.2% | 12,315 | $1.7M |
| Advisors Management Group Inc. | 0.31% | Reduce -0.3% | 12,226 | $1.6M |
| Pettinga Financial Advisors LLC | 0.36% | Reduce -42.7% | 12,170 | $1.6M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -4.1% | 11,995 | $1.6M |
| St. Johns Investment Management Company, LLC | 0.74% | Reduce -4.6% | 11,930 | $1.6M |
| Ellis Investment Partners, LLC | 0.31% | Reduce -0.4% | 11,859 | $1.6M |
| Regions Financial Corp. | 0.01% | Reduce -2.5% | 11,754 | $1.6M |
| Narus Financial Partners, LLC | 0.49% | Add +72.3% | 11,750 | $1.6M |
| AAFMAA Wealth Management & Trust LLC | 0.65% | Add +30.8% | 11,732 | $1.6M |
| M3 Advisory Group, LLC | 1.09% | Reduce -4.0% | 11,682 | $1.6M |
| Dai-ichi Life Holdings, Inc. | 1.84% | Reduce -9.3% | 11,700 | $1.6M |
| Midwest Financial Network, LLC | 1.56% | Reduce -3.4% | 11,636 | $1.6M |
| Ashton Thomas Securities, LLC | 0.38% | Reduce -5.4% | 11,612 | $1.6M |
| Ridgepath Capital Management LLC | 0.72% | New | 11,579 | $1.6M |
| Redwood Financial Network Corp | 1.05% | Reduce -0.9% | 11,521 | $1.6M |
| CWA Asset Management Group, LLC | 0.07% | Reduce -4.4% | 11,498 | $1.5M |
| Moulton Wealth Management, Inc. | 1.17% | Reduce -47.6% | 11,437 | $1.5M |
| Tsfg, LLC | 0.28% | Reduce -5.3% | 11,346 | $1.5M |
| Apollon Financial, LLC | 0.32% | Reduce -3.2% | 11,323 | $1.5M |
| Adamsbrown Wealth Consultants LLC | 0.44% | Reduce -17.2% | 11,321 | $1.5M |
| Stapp Wealth Management, PLLC | 2.18% | New | 11,252 | $1.5M |
| Cinctive Capital Management LP | 0.08% | New | 11,225 | $1.5M |
| Clarus Wealth Advisors | 0.70% | Add +6.9% | 11,159 | $1.5M |
| Trifecta Capital Advisors, LLC | 0.25% | Add +1.8% | 11,173 | $1.5M |
| Wolverine Trading, LLC | 0.04% | Reduce -4.9% | 11,202 | $1.5M |
| Retirement Planning Group, LLC | 0.06% | Reduce -16.5% | 11,119 | $1.5M |
| Janney Capital Management LLC | 0.10% | Reduce -0.1% | 11,099 | $1.5M |
| Relyea Zuckerberg Hanson LLC | 0.17% | New | 11,052 | $1.5M |
| V2 Financial group LLC | 0.88% | Add +0.0% | 10,831 | $1.5M |
| Wealthspire Retirement, LLC | 0.10% | Add +45.8% | 10,751 | $1.4M |
| Waldron Private Wealth LLC | 0.06% | Reduce -15.3% | 10,747 | $1.4M |
| Curat Global, LLC | 1.37% | Add +36.2% | 10,678 | $1.4M |
| American Institute for Advanced Investment Management, LLP | 1.02% | Reduce -0.1% | 10,671 | $1.4M |
| Creative Financial Designs Inc. | 0.10% | Reduce -4.6% | 10,636 | $1.4M |
| Pine Valley Investments Ltd Liability Co | 0.08% | Reduce -2.6% | 10,633 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -81.7% | 10,566 | $1.4M |
| Lokken Investment Group LLC | 0.55% | Add +17.9% | 10,558 | $1.4M |
| Brighton Jones LLC | 0.04% | Reduce -4.1% | 10,556 | $1.4M |
| Morton Community Bank | 0.35% | Add +6.2% | 10,546 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -17.8% | 10,473 | $1.4M |
| Pacific Wealth Strategies Group, Inc. | 0.92% | Add +7.9% | 10,767 | $1.4M |
| Composition Wealth, LLC | 0.02% | Reduce -95.4% | 10,365 | $1.4M |
| Cranbrook Wealth Management, LLC | 0.30% | Reduce -2.4% | 10,354 | $1.4M |
| Diversify Advisory Services, LLC | 0.05% | Reduce -1.5% | 10,582 | $1.4M |
| Integrity Alliance, Llc. | 0.08% | Reduce -3.5% | 10,297 | $1.4M |
| Avior Wealth Management, LLC | 0.05% | Reduce -13.5% | 10,236 | $1.4M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -3.3% | 10,164 | $1.4M |
| Blue Chip Partners, LLC | 0.11% | Reduce -16.8% | 10,151 | $1.4M |
| Paragon Capital Management Inc. | 1.04% | Reduce -0.3% | 10,148 | $1.4M |
| Glassy Mountain Advisors, Inc. | 0.44% | Add +611.5% | 10,146 | $1.4M |
| Legacy Financial Strategies, LLC | 0.27% | Reduce -4.5% | 10,110 | $1.4M |
| 1834 Investment Advisors Co. | 0.17% | Reduce -8.3% | 10,088 | $1.4M |
| RMR Wealth Builders | 0.12% | Add +1.8% | 10,068 | $1.4M |
| Caxton Associates LLP | 0.03% | New | 10,012 | $1.3M |
| Vantage Financial Partners, LLC | 0.31% | Reduce -0.2% | 10,003 | $1.3M |
| Sig Brokerage, LP | 0.37% | New | 10,000 | $1.3M |
| Phillips Wealth Planners LLC | 1.22% | Add +3.2% | 9,946 | $1.3M |
| Tepp RIA, LLC | 1.72% | Reduce -76.2% | 9,892 | $1.3M |
| Forefront Wealth Partners, LLC | 0.91% | Add +22.0% | 9,709 | $1.3M |
| Byrne Financial Freedom, LLC | 0.66% | Reduce -4.7% | 9,846 | $1.3M |
| Proficio Capital Partners LLC | 0.08% | New | 1,263,057 | $1.3M |
| CX Institutional | 0.05% | Reduce -47.9% | 9,777 | $1.3M |
| Thomasville National Bank | 0.09% | Reduce -0.2% | 9,725 | $1.3M |
| Hillcrest Wealth Advisors - NY, LLC | 0.61% | No change | 9,700 | $1.3M |
| Consolidated Portfolio Review Corp | 0.18% | Add +1.5% | 9,664 | $1.3M |
| Whittier Trust Co. | 0.02% | Reduce -2.4% | 9,539 | $1.3M |
| SCS Capital Management LLC | 0.01% | Reduce -55.0% | 9,482 | $1.3M |
| Birchbrook, Inc. | 0.68% | Reduce -5.2% | 9,449 | $1.3M |
| Journey Strategic Wealth LLC | 0.04% | Reduce -0.5% | 9,425 | $1.3M |
| Point Windward Advisors Inc. | 0.58% | Reduce -0.9% | 9,370 | $1.3M |
| Hudock, Inc. | 0.20% | Reduce -16.3% | 9,367 | $1.3M |
| Dodds Wealth, LLC | 0.34% | Reduce -3.9% | 9,348 | $1.3M |
| Donald L. Hagan, LLC | 0.63% | Reduce -35.3% | 9,340 | $1.3M |
| Moors & Cabot, Inc. | 0.06% | Reduce -8.0% | 9,321 | $1.3M |
| Birinyi Associates Inc. | 0.36% | Add +0.0% | 9,212 | $1.2M |
| Glenview Trust Co | 0.02% | Reduce -1.1% | 9,214 | $1.2M |
| Crumly & Associates Inc. | 0.30% | Reduce -10.7% | 9,159 | $1.2M |
| Private Trust Co. NA | 0.12% | Reduce -7.0% | 9,143 | $1.2M |
| Roberts Wealth Advisors, LLC | 0.35% | Add +1.4% | 9,081 | $1.2M |
| Realta Investment Advisors | 0.48% | Add +2.4% | 9,055 | $1.2M |
| 4WEALTH Advisors, Inc. | 1.26% | Add +7.2% | 9,022 | $1.2M |
| SOL Capital Management CO | 0.12% | Reduce -0.2% | 9,018 | $1.2M |
| Capital Management Associates | 1.98% | No change | 9,000 | $1.2M |
| Smith Salley Wealth Management | 0.07% | Reduce -0.8% | 8,995 | $1.2M |
| Larson Financial Group LLC | 0.05% | Reduce -66.1% | 8,988 | $1.2M |
| Richard W. Paul & Associates, LLC | 0.44% | Add +2.3% | 8,983 | $1.2M |
| Abbot Financial Management, Inc. | 0.55% | Reduce -0.4% | 8,915 | $1.2M |
| Lynx Investment Advisory | 0.78% | Reduce -0.4% | 8,913 | $1.2M |
| Matthew Goff Investment Advisor, LLC | 0.22% | Add +1.0% | 8,890 | $1.2M |
| Roman Butler Fullerton & Co. | 0.35% | Reduce -9.7% | 8,744 | $1.2M |
| WealthBridge Capital Management, LLC | 0.30% | Reduce -7.9% | 8,852 | $1.2M |
| Midwest Financial Group LLC | 0.63% | Add +28.5% | 8,850 | $1.2M |
| Alliancebernstein L.P. | 0.00% | Add +0.3% | 8,826 | $1.2M |
| Childress Capital Advisors, LLC | 0.30% | Add +61.6% | 8,817 | $1.2M |
| Ingalls & Snyder LLC | 0.04% | Reduce -1.6% | 8,816 | $1.2M |
| Lodestar Private Asset Management LLC | 0.14% | Reduce -10.6% | 8,795 | $1.2M |
| Symmetry Investments LP | 0.10% | New | 8,760 | $1.2M |
| Global Financial Private Client, LLC | 0.44% | Add +1.8% | 8,717 | $1.2M |
| Acima Private Wealth, LLC | 0.40% | No change | 8,715 | $1.2M |
| Fulcrum Capital LLC | 0.25% | No change | 8,700 | $1.2M |
| Diligent Investors, LLC | 0.28% | Reduce -21.7% | 8,693 | $1.2M |
| Tidemark, LLC | 0.38% | Add +0.2% | 8,677 | $1.2M |
| SeaBridge Investment Advisors LLC | 0.22% | Reduce -16.2% | 8,666 | $1.2M |
| Atticus Wealth Management, LLC | 0.31% | Add +2.1% | 8,638 | $1.2M |
| BlueCrest Capital Management Ltd | 0.16% | Reduce -50.0% | 8,636 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -60.0% | 8,633 | $1.2M |
| Absolute Capital Management, LLC | 0.58% | Reduce -2.8% | 8,624 | $1.2M |
| Flywheel Private Wealth LLC | 0.93% | Reduce -4.3% | 8,624 | $1.2M |
| Yelin Lapidot Holdings Management Ltd. | 0.21% | Reduce -95.1% | 8,540 | $1.2M |
| Bailard, Inc. | 0.03% | Add +10.5% | 8,520 | $1.1M |
| Pinnacle Financial Partners Inc | 0.02% | Add +21.1% | 8,508 | $1.1M |
| OneAscent Financial Services LLC | 0.08% | Add +0.3% | 8,402 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -0.7% | 8,492 | $1.1M |
| Manhattan West Asset Management, LLC | 0.26% | Reduce -48.1% | 8,470 | $1.1M |
| Mezzasalma Advisors, LLC | 0.34% | Add +0.3% | 8,440 | $1.1M |
| Vise Technologies, Inc. | 0.05% | — | 8,436 | $1.1M |
| LVM Capital Management Ltd. | 0.12% | Add +9.7% | 8,434 | $1.1M |
| Lanark Financial, Inc. | 0.09% | Add +7.7% | 8,404 | $1.1M |
| Rockland Trust Co. | 0.06% | Reduce -6.2% | 8,398 | $1.1M |
| FineMark National Bank & Trust | 0.04% | Add +7.8% | 8,330 | $1.1M |
| GPS Wealth Strategies Group, LLC | 0.13% | Reduce -19.7% | 8,281 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -0.5% | 8,202 | $1.1M |
| VestGen Advisors, LLC | 0.04% | Reduce -1.8% | 8,201 | $1.1M |
| Modern Wealth Management, LLC | 0.03% | Add +4.2% | 8,201 | $1.1M |
| 17 Capital Partners, LLC | 0.64% | Add +140.6% | 8,184 | $1.1M |
| McAdam, LLC | 0.06% | Reduce -5.4% | 8,160 | $1.1M |
| Ipsen Advisor Group LLC | 0.84% | Add +0.4% | 8,133 | $1.1M |
| LCNB Corp. | 0.39% | No change | 8,130 | $1.1M |
| Smith, Moore & Co. | 0.09% | Reduce -16.4% | 8,126 | $1.1M |
| LBMC Investment Advisors, LLC | 0.08% | No change | 8,122 | $1.1M |
| Rovin Capital /Ut/ | 0.33% | Reduce -0.3% | 8,074 | $1.1M |
| Objective Capital Management, LLC | 1.22% | Reduce -1.1% | 8,060 | $1.1M |
| Group One Trading LLC | 0.04% | New | 8,060 | $1.1M |
| Equitable Trust Co. | 0.05% | No change | 8,006 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +2.5% | 7,943 | $1.1M |
| Alpine Global Management, LLC | 0.28% | Add +120.1% | 7,933 | $1.1M |
| Aster Capital Management (DIFC) Ltd | 0.24% | Reduce -67.7% | 7,932 | $1.1M |
| Heartwood Wealth Advisors LLC | 0.11% | No change | 7,870 | $1.1M |
| UNIVEST FINANCIAL Corp | 0.06% | Reduce -78.0% | 7,759 | $1.0M |
| KFA Private Wealth Group, LLC | 0.32% | Add +1.4% | 7,684 | $1.0M |
| VCI Wealth Management LLC | 0.36% | Add +11.7% | 7,676 | $1.0M |
| FRG Family Wealth Advisors LLC | 0.18% | Reduce -18.9% | 7,647 | $1.0M |
| Ascent Group, LLC | 0.04% | Add +20.4% | 7,640 | $1.0M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Add +0.6% | 7,617 | $1.0M |
| Sage Capital Management, LLC | 0.49% | Add +0.3% | 7,591 | $1.0M |
| Cypress Capital Management LLC (WY) | 1.10% | No change | 7,487 | $1.0M |
| Florida Financial Advisors, LLC | 0.24% | Reduce -10.3% | 7,453 | $1.0M |
| Golden State Wealth Management, LLC | 0.12% | Reduce -9.2% | 7,442 | $1.0M |
| SIH Partners, LLLP | 0.09% | Add +171.9% | 7,391 | $996K |
| Ally Invest Advisors Inc. | 0.08% | Add +2.2% | 7,370 | $993K |
| Cladis Investment Advisory, LLC | 0.62% | Reduce -1.3% | 7,345 | $990K |
| Comprehensive Wealth Management, LLC | 0.80% | Add +4.5% | 7,330 | $988K |
| Uptick Partners, LLC | 0.28% | Add +11.2% | 7,323 | $987K |
| NBT Bank, N.A. | 0.07% | Reduce -9.5% | 7,308 | $985K |
| First National Trust Co | 0.04% | Reduce -2.2% | 7,273 | $980K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Reduce -16.0% | 7,271 | $980K |
| Mma Asset Management LLC | 0.37% | Reduce -4.4% | 7,224 | $974K |
| Savant Capital, LLC | 0.01% | Add +14.9% | 7,216 | $973K |
| NTV Asset Management LLC | 0.12% | Add +3.4% | 7,197 | $970K |
| Vienna Asset Management LLC | 0.66% | New | 7,134 | $962K |
| Aberdeen Wealth Management LLC | 0.64% | Reduce -1.7% | 7,121 | $960K |
| Legacy Private Trust Co. | 0.06% | New | 7,107 | $958K |
| Essex Financial Services, Inc. | 0.06% | New | 7,101 | $957K |
| Good Life Advisors, LLC | 0.06% | Add +5.9% | 7,076 | $954K |
| O'ROURKE & COMPANY, Inc | 0.44% | Add +28.7% | 7,069 | $953K |
| Bristlecone Advisors, LLC | 0.08% | Reduce -13.8% | 7,059 | $951K |
| Richardson Financial Services Inc. | 0.64% | Add +4776.1% | 6,924 | $946K |
| Delta Capital Management LLC | 0.53% | No change | 7,000 | $944K |
| Brookwood Investment Group LLC | 0.15% | Add +402.4% | 6,988 | $942K |
| Obsidian Cio, LLC | 0.14% | Add +22.1% | 6,986 | $942K |
| Cornerstone National Bank & Trust Co | 0.40% | Add +1.7% | 6,965 | $939K |
| Keystone Financial Group | 0.09% | Add +1.5% | 6,963 | $939K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -33.1% | 6,931 | $934K |
| Interchange Capital Partners, LLC | 0.22% | Add +2.1% | 6,916 | $932K |
| Resolute Wealth Strategies, LLC | 0.50% | Add +266.6% | 6,888 | $928K |
| Ledyard National Bank | 0.09% | Reduce -3.0% | 6,879 | $927K |
| MKT Advisors LLC | 0.36% | Add +4.2% | 6,741 | $922K |
| Marco Investment Management LLC | 0.08% | Add +0.4% | 6,826 | $920K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -20.3% | 6,794 | $916K |
| Milestone Asset Management Group, LLC | 0.67% | Add +0.3% | 6,743 | $909K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.12% | Add +0.7% | 6,700 | $904K |
| Tradition Wealth Management, LLC | 0.07% | Reduce -1.4% | 6,674 | $900K |
| L.M. Kohn & Company | 0.24% | Add +0.7% | 6,642 | $895K |
| Occidental Asset Management, LLC | 0.12% | Add +11.0% | 6,631 | $894K |
| Narwhal Capital Management | 0.07% | No change | 6,555 | $884K |
| Howe & Rusling Inc. | 0.07% | Add +39.8% | 6,549 | $883K |
| Kelly Financial Group LLC | 0.26% | Reduce -7.9% | 6,540 | $882K |
| Arrow Financial Corp | 0.09% | No change | 6,525 | $880K |
| Vontobel Holding Ltd. | 0.00% | Add +75.7% | 6,518 | $879K |
| Pacific Sun Financial Corp | 0.46% | Add +1.0% | 6,515 | $878K |
| Mission Creek Capital Partners, Inc. | 0.20% | Add +0.3% | 6,512 | $878K |
| Camelot Technology Advisors, Inc. | 0.76% | Reduce -2.1% | 6,488 | $875K |
| Wesbanco Bank Inc. | 0.03% | No change | 6,486 | $874K |
| Affiance Financial, LLC | 0.18% | Reduce -7.8% | 6,475 | $873K |
| NFSG Corp | 0.14% | Add +234.2% | 6,466 | $872K |
| Agate Pass Investment Management, LLC | 0.36% | Add +0.9% | 6,450 | $869K |
| Dearborn Partners LLC | 0.04% | Reduce -12.4% | 6,408 | $864K |
| Fulcrum Equity Management | 0.88% | Reduce -41.0% | 6,342 | $855K |
| McHugh Group, LLC | 0.58% | No change | 6,322 | $852K |
| Sherman Asset Management, Inc. | 0.76% | Add +24.5% | 6,317 | $852K |
| WASHINGTON TRUST Co | 0.03% | Reduce -33.8% | 6,315 | $851K |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -0.8% | 6,228 | $839K |
| Moore Capital Management, LP | 0.02% | New | 6,224 | $839K |
| Visionary Wealth Advisors | 0.04% | Reduce -0.6% | 6,210 | $837K |
| Moody LYNN Lieberson & Walker, LLC | 0.05% | No change | 6,201 | $836K |
| Talisman Wealth Advisors LLC | 0.76% | Reduce -0.9% | 6,185 | $834K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.0% | 6,183 | $833K |
| Kagan Cocozza Asset Management | 0.64% | Reduce -0.5% | 6,175 | $832K |
| Roble, Belko & Company, Inc | 0.12% | No change | 6,148 | $829K |
| Medallion Wealth Advisors, LLC | 0.32% | Reduce -3.6% | 6,061 | $829K |
| XY Planning Network, Inc. | 0.28% | New | 6,121 | $825K |
| Condor Capital Management | 0.07% | Reduce -1.0% | 6,091 | $821K |
| Coordinated Financial Services, Inc. | 0.58% | — | 6,076 | $819K |
| Integral Investment Advisors, Inc. | 0.23% | Add +33.0% | 6,063 | $817K |
| E&G Advisors, LLC | 0.21% | Reduce -5.5% | 6,052 | $816K |
| Betterment LLC | 0.00% | Add +9.4% | 6,025 | $812K |
| Gsa Capital Partners LLP | 0.06% | Add +50.6% | 6,011 | $810K |
| Beaumont Financial Advisors, LLC | 0.06% | Reduce -2.7% | 5,996 | $808K |
| Alta Wealth Advisors LLC | 0.38% | Reduce -22.1% | 5,972 | $805K |
| GAMCO Investors | 0.01% | Add +19.4% | 5,970 | $805K |
| Quadrant Private Wealth Management, LLC | 0.17% | Add +2.9% | 5,951 | $802K |
| Whalerock Point Partners, LLC | 0.18% | No change | 5,933 | $800K |
| Laurel Wealth Advisors LLC | 0.12% | Add +0.4% | 5,929 | $799K |
| Voya Financial Advisors, Inc. | 0.08% | Add +9.0% | 5,959 | $798K |
| Intellectus Partners, LLC | 0.17% | Add +33.8% | 5,916 | $797K |
| Chatham Capital Group, Inc. | 0.12% | Reduce -11.9% | 5,914 | $797K |
| Investor's Fiduciary Advisor Network, LLC | 0.29% | Reduce -0.1% | 5,887 | $793K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -36.9% | 5,864 | $790K |
| Hollencrest Capital Management | 0.03% | Add +0.7% | 5,851 | $789K |
| Ring Mountain Capital, LLC | 0.48% | Reduce -18.5% | 5,974 | $788K |
| Spinnaker Investment Group, LLC | 0.18% | Add +26.8% | 5,843 | $788K |
| Venture Visionary Partners LLC | 0.03% | Add +12.7% | 5,824 | $785K |
| Sequent Planning LLC | 0.25% | Add +42.9% | 5,814 | $784K |
| Altura Wealth Advisors Inc. | 0.43% | New | 5,770 | $778K |
| Burke & Herbert Bank & Trust Co. | 0.17% | No change | 5,755 | $776K |
| Franklin Resources Inc. | 0.00% | Add +6.3% | 5,744 | $774K |
| Encompass More Asset Management | 0.18% | Reduce -68.2% | 5,705 | $769K |
| Pacific Center for Financial Services | 0.21% | Reduce -1.8% | 5,697 | $768K |
| SouthState Bank Corp | 0.03% | Reduce -1.3% | 5,686 | $766K |
| Platform Technology Partners | 0.20% | Reduce -0.1% | 5,683 | $766K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -18.6% | 5,679 | $765K |
| Ethos Financial Group, LLC | 0.07% | Add +192.8% | 5,669 | $764K |
| Debussy Capital Management LP | 0.11% | Reduce -18.4% | 5,640 | $760K |
| Berkshire Money Management, Inc. | 0.08% | Reduce -8.6% | 5,634 | $759K |
| Arlington Trust Co LLC | 0.15% | No change | 5,614 | $757K |
| Breed's Hill Capital LLC | 0.36% | No change | 5,542 | $747K |
| Thrive Capital Management, LLC | 0.23% | New | 5,534 | $746K |
| Wealthgarden F.S. LLC | 0.62% | Reduce -24.1% | 5,706 | $744K |
| Navis Wealth Advisors, LLC | 0.63% | Add +0.5% | 5,512 | $743K |
| Pettyjohn, Wood & White, Inc. | 0.13% | Reduce -4.2% | 5,504 | $742K |
| Stablepoint Partners, LLC | 0.13% | Reduce -16.8% | 5,503 | $742K |
| First Manhattan Co. Llc. | 0.00% | Add +4.1% | 5,481 | $739K |
| Acorn Financial Advisory Services Inc. | 0.12% | Add +24.5% | 5,475 | $738K |
| Providence Capital Advisors, LLC | 0.14% | Add +15.0% | 5,474 | $738K |
| Mission Wealth Management, LP | 0.02% | Reduce -0.9% | 5,474 | $738K |
| Argent Trust Co | 0.03% | Add +0.5% | 5,470 | $737K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +2.6% | 5,469 | $737K |
| Opinicus Capital, Inc. | 0.56% | Add +10.1% | 5,441 | $733K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +131.7% | 5,423 | $731K |
| Contravisory Investment Management, Inc. | 0.14% | Add +45.5% | 5,423 | $731K |
| University of Texas/Texas Am Investment Management Co. | 0.11% | Reduce -1.6% | 5,407 | $729K |
| JTC Employer Solutions Trustee Ltd | 0.07% | No change | 5,400 | $728K |
| Ranch Capital Advisors Inc. | 0.31% | Reduce -54.6% | 5,387 | $726K |
| Heritage Wealth Advisors | 0.03% | No change | 5,383 | $726K |
| Empower Advisory Group, LLC | 0.00% | Reduce -4.2% | 5,367 | $723K |
| Bison Wealth, LLC | 0.06% | Reduce -1.7% | 5,347 | $723K |
| True Vision MN LLC | 0.40% | Reduce -3.1% | 5,357 | $722K |
| Watts Gwilliam & Co., LLC | 0.12% | Reduce -9.4% | 5,199 | $715K |
| FNY Investment Advisers, LLC | 0.31% | New | 5,298 | $714K |
| Financial Insights, Inc. | 0.26% | Reduce -0.8% | 5,284 | $712K |
| Stonebrook Private Inc. | 0.17% | Add +0.7% | 5,239 | $706K |
| Asset Management One Co., Ltd. | 0.00% | Add +14860.0% | 5,236 | $706K |
| Chicago Partners Investment Group LLC | 0.02% | Add +1.1% | 5,175 | $705K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -6.1% | 5,217 | $703K |
| Dynamic Wealth Strategies, LLC | 0.51% | Reduce -5.3% | 5,214 | $703K |
| XTX Topco Ltd | 0.03% | Reduce -68.3% | 5,200 | $701K |
| Nova Wealth Management, Inc. | 0.51% | Reduce -4.7% | 5,200 | $701K |
| DT Investment Partners, LLC | 0.06% | Reduce -0.3% | 5,139 | $693K |
| Independent Advisor Alliance | 0.02% | New | 5,101 | $688K |
| FLC Capital Advisors | 0.14% | Add +17.3% | 5,095 | $687K |
| Country Club Bank | 0.04% | Reduce -8.6% | 5,072 | $679K |
| Saiph Capital, LLC | 0.26% | Reduce -34.1% | 5,038 | $679K |
| Dumont & Blake Investment Advisors LLC | 0.18% | Reduce -1.6% | 5,038 | $679K |
| Flagstar Securities, Inc. | 0.19% | Add +22.5% | 5,027 | $678K |
| LPWM LLC | 0.20% | Add +1.9% | 5,003 | $674K |
| Broyhill Asset Management, LLC | 0.61% | No change | 5,000 | $674K |
| Parallel Advisors, LLC | 0.01% | Add +3.3% | 4,985 | $672K |
| Shira Ridge Wealth Management | 0.31% | Reduce -49.5% | 4,965 | $669K |
| National Philanthropic Trust | 0.01% | No change | 4,959 | $668K |
| M.E. Allison & Co., Inc. | 0.54% | Add +0.0% | 4,945 | $666K |
| First Citizens Financial Corp | 0.36% | Add +160.7% | 4,920 | $663K |
| Aries Wealth Management | 0.17% | Reduce -10.8% | 4,894 | $660K |
| Everett Harris & Co. | 0.01% | No change | 4,875 | $657K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | Reduce -59.3% | 4,875 | $657K |
| Founders Financial Alliance, LLC | 0.15% | Reduce -12.3% | 4,869 | $656K |
| Fidelis Capital Partners, LLC | 0.06% | No change | 4,993 | $652K |
| Insight Wealth Partners, LLC | 0.36% | Reduce -0.8% | 4,825 | $650K |
| Meridian Financial Advisors, LLC | 0.42% | Add +3.0% | 4,802 | $647K |
| Intelligence Driven Advisers, LLC | 0.10% | New | 4,800 | $647K |
| Luminist Capital LLC | 0.64% | Reduce -1.9% | 4,732 | $647K |
| Financial Partners Group, Inc | 0.09% | Add +17.2% | 4,798 | $647K |
| Spirepoint Private Client, LLC | 0.07% | Reduce -7.3% | 4,787 | $645K |
| Sunbelt Securities, Inc. | 0.06% | Add +16.7% | 4,683 | $644K |
| GWN Securities Inc. | 0.12% | Reduce -60.0% | 4,730 | $639K |
| Arrowroot Family Office, LLC | 0.28% | — | 4,713 | $635K |
| German American Bancorp, Inc. | 0.06% | Reduce -5.4% | 4,712 | $635K |
| Biltmore Family Office, LLC | 0.11% | Add +2.1% | 4,705 | $634K |
| American National Bank & Trust | 0.06% | Add +4.9% | 4,686 | $632K |
| Lake Street Private Wealth, LLC | 0.09% | Reduce -0.0% | 4,677 | $630K |
| Bokf, NA | 0.01% | Reduce -16.9% | 4,670 | $629K |
| Shufro Rose & Co. LLC | 0.05% | No change | 4,274 | $624K |
| Sequent Asset Management, LLC | 0.50% | No change | 4,617 | $622K |
| Y.D. More Investments Ltd | 0.04% | Add +18.6% | 4,588 | $618K |
| Archford Capital Strategies, LLC | 0.08% | Reduce -0.9% | 4,575 | $617K |
| Meridian Wealth Advisors, LLC | 0.10% | No change | 4,565 | $615K |
| GM Advisory Group, LLC | 0.03% | Reduce -7.8% | 4,558 | $614K |
| Caldwell Trust Co | 0.06% | Reduce -1.3% | 4,548 | $613K |
| RTD Financial Advisors, Inc. | 0.08% | Reduce -5.1% | 4,540 | $612K |
| Cambria Investment Management, L.P. | 0.04% | New | 4,531 | $611K |
| tru Independence LLC | 0.17% | Add +0.5% | 4,490 | $605K |
| Balboa Wealth Partners | 0.12% | Reduce -1.1% | 4,488 | $605K |
| Oxinas Partners, LLC | 0.31% | Reduce -29.9% | 4,484 | $604K |
| Fort Point Capital Partners LLC | 0.06% | Add +0.9% | 4,482 | $604K |
| GK Wealth Management LLC | 0.60% | Reduce -2.0% | 4,480 | $604K |
| Insight Advisors, LLC/ PA | 0.10% | Reduce -3.8% | 4,447 | $599K |
| Glen Eagle Advisors, LLC | 0.09% | Reduce -2.0% | 4,444 | $599K |
| Tyche Wealth Partners LLC | 0.12% | Add +54.9% | 4,441 | $599K |
| Journey Advisory Group, LLC | 0.05% | Add +37.0% | 4,439 | $598K |
| Promus Capital, LLC | 0.39% | New | 4,428 | $597K |
| Gilliland Jeter Wealth Management LLC | 0.19% | Reduce -0.6% | 4,423 | $596K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -13.1% | 4,419 | $596K |
| Chicago Wealth Management, Inc. | 0.28% | Add +0.1% | 4,411 | $595K |
| Elm Partners Management LLC | 0.03% | New | 4,338 | $585K |
| SVB Wealth LLC | 0.03% | Reduce -19.3% | 4,338 | $585K |
| Clearstead Advisors, LLC | 0.01% | Reduce -36.7% | 4,310 | $581K |
| Pines Wealth Management, LLC | 0.20% | Add +4.8% | 4,259 | $577K |
| Dohj, LLC | 0.17% | New | 4,249 | $577K |
| Burford Brothers, Inc. | 0.26% | Reduce -13.4% | 4,267 | $575K |
| Stock Yards Bank & Trust Co. | 0.02% | Add +28.7% | 4,247 | $572K |
| Bragg Financial Advisors, Inc | 0.02% | Add +1.4% | 4,229 | $570K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -71.0% | 4,215 | $568K |
| Waterloo Capital, L.P. | 0.05% | Reduce -14.1% | 4,214 | $568K |
| Noesis Capital Mangement Corp. | 0.10% | Reduce -2.1% | 4,208 | $567K |
| NorthRock Partners, LLC | 0.01% | Reduce -8.4% | 4,205 | $567K |
| Ritholtz Wealth Management | 0.01% | Add +37.8% | 4,200 | $566K |
| Ssa Swiss Advisors AG | 0.27% | Reduce -4.2% | 4,170 | $566K |
| Granite Bay Wealth Management, LLC | 0.18% | No change | 4,192 | $565K |
| City Center Advisors, LLC | 0.61% | Add +9.3% | 4,191 | $565K |
| Lazard Asset Management LLC | 0.00% | No change | 4,150 | $559K |
| San Luis Wealth Advisors LLC | 0.12% | Reduce -2.1% | 4,140 | $558K |
| Strategic Advisors LLC | 0.11% | Reduce -6.0% | 4,127 | $556K |
| Patten Group, Inc. | 0.12% | Reduce -24.5% | 4,109 | $554K |
| Brendel Financial Advisors LLC | 0.31% | Reduce -17.4% | 4,097 | $552K |
| Investment Advisory Services Inc. /TX | 0.18% | Reduce -11.7% | 4,087 | $551K |
| Peak Financial Management, Inc. | 0.16% | Reduce -12.6% | 4,085 | $551K |
| Orleans Capital Management Corp. | 0.29% | Reduce -23.8% | 4,080 | $550K |
| Teamwork Financial Advisors, LLC | 0.07% | Reduce -96.9% | 4,066 | $548K |
| Triumph Capital Management | 0.16% | Add +8.4% | 4,063 | $548K |
| Strait & Sound Wealth Management LLC | 0.23% | Add +87.3% | 4,052 | $546K |
| Adirondack Trust Co. | 0.20% | Reduce -17.8% | 4,047 | $545K |
| Ballentine Partners, LLC | 0.01% | No change | 4,045 | $545K |
| Signet Financial Management, LLC | 0.07% | Add +8.8% | 4,035 | $544K |
| Summit X, LLC | 0.10% | Reduce -0.6% | 4,027 | $543K |
| BCS Wealth Management | 0.12% | Reduce -1.7% | 4,010 | $541K |
| Ping Capital Management, Inc. | 0.31% | New | 4,000 | $539K |
| NWF Advisory Services Inc. | 0.06% | Add +36.4% | 3,989 | $538K |
| Atlas Private Wealth Advisors | 0.07% | Add +32.1% | 3,986 | $537K |
| Court Place Advisors, LLC | 0.17% | Reduce -3.6% | 3,984 | $537K |
| Smith Anglin Financial, LLC | 0.05% | Reduce -41.1% | 3,981 | $537K |
| Chilton Capital Management LLC | 0.02% | Add +5.3% | 3,975 | $536K |
| Montag & Caldwell, LLC | 0.12% | No change | 3,973 | $536K |
| Wealth Advisory Solutions, LLC | 0.14% | Reduce -0.1% | 3,961 | $534K |
| OMNI 360 Wealth, Inc. | 0.33% | Add +43.5% | 3,960 | $534K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -32.0% | 3,957 | $533K |
| RPG Investment Advisory, LLC | 0.07% | Reduce -50.1% | 3,950 | $532K |
| Advisor Resource Council | 0.26% | Reduce -94.3% | 3,947 | $532K |
| Allen Investment Management, LLC | 0.01% | No change | 3,943 | $531K |
| KKM Financial LLC | 0.18% | No change | 3,942 | $531K |
| Mackenzie Financial Corp. | 0.00% | Reduce -69.9% | 3,934 | $530K |
| Wedmont Private Capital | 0.02% | Reduce -13.7% | 3,903 | $529K |
| Alpha Wealth Funds, LLC | 0.49% | Reduce -1.9% | 3,920 | $528K |
| Beutel, Goodman & Co Ltd. | 0.00% | Reduce -15.8% | 3,892 | $524K |
| Brady Family Wealth, LLC | 0.16% | No change | 3,882 | $523K |
| Greenwich Wealth Management LLC | 0.03% | Reduce -3.8% | 3,874 | $522K |
| Investment Partners Asset Management, Inc. | 0.36% | No change | 3,867 | $521K |
| First Pacific Financial | 0.08% | Reduce -1.3% | 3,851 | $519K |
| Aspire Capital Advisors LLC | 0.14% | Reduce -88.8% | 3,850 | $519K |
| Schmidt P J Investment Management Inc. | 0.09% | Reduce -26.6% | 3,850 | $519K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.5% | 3,846 | $519K |
| Clay Northam Wealth Management, LLC | 0.33% | Reduce -13.7% | 3,837 | $517K |
| Brown, Lisle/Cummings, Inc. | 0.14% | No change | 3,828 | $516K |
| Costello Asset Management, INC | 0.19% | Reduce -1.3% | 3,828 | $516K |
| Collaborative Wealth Managment Inc. | 0.23% | Add +2.9% | 3,827 | $516K |
| Elevatus Welath Management | 0.17% | Add +0.0% | 3,824 | $515K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.8% | 3,810 | $514K |
| KG Capital Management | 0.15% | Add +4.4% | 3,804 | $513K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -4.6% | 3,802 | $512K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 3,800 | $512K |
| Penobscot Wealth Management | 0.18% | Add +39.4% | 3,799 | $512K |
| Crewe Advisors LLC | 0.07% | Add +2.6% | 3,793 | $511K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +0.3% | 3,772 | $508K |
| Institute for Wealth Management, LLC. | 0.06% | Add +0.0% | 3,769 | $508K |
| SBI Securities Co., Ltd. | 0.01% | Add +1.6% | 3,767 | $508K |
| Bolthouse Investments, LLC | 0.50% | Reduce -28.6% | 3,754 | $506K |
| Allen Capital Group, LLC | 0.05% | Reduce -8.3% | 3,748 | $505K |
| Lynch & Associates | 0.10% | No change | 3,744 | $505K |
| Inspire Advisors, LLC | 0.05% | Add +20.4% | 3,743 | $505K |
| Key Client Fiduciary Advisors, LLC | 0.21% | Reduce -53.2% | 3,725 | $502K |
| Vestor Capital, LLC | 0.04% | Reduce -99.1% | 1,978 | $501K |
| Sapient Capital LLC | 0.01% | Reduce -23.5% | 3,713 | $501K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -93.5% | 3,712 | $500K |
| WESCAP Management Group, Inc. | 0.11% | Reduce -0.4% | 3,711 | $500K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.1% | 3,696 | $498K |
| Horizon Family Wealth, Inc. | 0.30% | Reduce -5.5% | 3,695 | $498K |
| Clare Market Investments LLC | 0.11% | Reduce -33.4% | 3,687 | $497K |
| Aspen Investment Management Inc | 0.21% | Reduce -5.3% | 3,688 | $497K |
| Pitcairn Co. | 0.03% | No change | 3,675 | $495K |
| JBR Co Financial Management Inc | 0.24% | Reduce -8.8% | 3,665 | $494K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -19.8% | 3,657 | $493K |
| Trust Point Inc. | 0.05% | Reduce -5.6% | 3,652 | $492K |
| Washington Growth Strategies LLC | 0.38% | — | 3,641 | $491K |
| Grant Street Asset Management, Inc. | 0.11% | Reduce -13.4% | 3,642 | $491K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -2.7% | 3,635 | $490K |
| Fourpath Capital Management, LLC | 0.08% | Add +11.0% | 3,629 | $489K |
| Generali Investments, Management Co LLC | 0.11% | New | 3,630 | $489K |
| Accredited Investor Services, LLC | 0.37% | Add +12.4% | 3,622 | $488K |
| SOA Wealth Advisors, LLC. | 0.09% | Reduce -4.0% | 73,328 | $487K |
| Smith Asset Management Co., LLC | 0.42% | Add +29.3% | 3,603 | $486K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -2.6% | 3,585 | $483K |
| KPP Advisory Services LLC | 0.08% | No change | 3,559 | $480K |
| Bricktown Capital, LLC | 0.09% | No change | 3,558 | $480K |
| Denver Wealth Management, Inc. | 0.20% | Reduce -90.9% | 3,541 | $477K |
| Slow Capital, Inc. | 0.06% | No change | 3,529 | $476K |
| Private Capital Management, LLC | 0.05% | Reduce -1.1% | 3,528 | $476K |
| Forum Financial Management, LP | 0.01% | Add +14.6% | 3,522 | $475K |
| Sound Income Strategies, LLC | 0.03% | Reduce -64.0% | 3,519 | $474K |
| Mitchell McLeod Pugh & Williams Inc. | 0.09% | Reduce -9.4% | 3,503 | $472K |
| Pursue Wealth Partners LLC | 0.27% | No change | 3,500 | $472K |
| MGB Wealth Management, LLC | 0.16% | Reduce -14.2% | 3,506 | $471K |
| Goelzer Investment Management, Inc. | 0.03% | Reduce -7.5% | 3,476 | $469K |
| Eley Financial Management, Inc | 0.18% | No change | 3,476 | $469K |
| QRG Capital Management, Inc. | 0.00% | Reduce -12.2% | 3,459 | $466K |
| Global Assets Advisory, LLC | 0.18% | Reduce -66.6% | 3,408 | $466K |
| Harbor Investment Advisory, LLC | 0.04% | Reduce -34.2% | 3,452 | $465K |
| Edge Wealth Management LLC | 0.09% | Reduce -14.2% | 3,452 | $465K |
| Modera Wealth Management, LLC | 0.01% | Reduce -3.7% | 3,446 | $465K |
| Cove Private Wealth, LLC | 0.17% | Add +0.9% | 3,440 | $464K |
| Paragon Private Wealth Management, LLC | 0.18% | Add +11.5% | 3,438 | $463K |
| LYNX Capital Group Ltd. | 0.22% | No change | 3,432 | $463K |
| Inscription Capital, LLC | 0.07% | Reduce -52.8% | 3,423 | $461K |
| Fortis Advisors, LLC | 0.29% | Reduce -12.6% | 3,407 | $459K |
| Eastern Bank | 0.01% | Reduce -23.3% | 3,398 | $458K |
| Swmg, LLC | 0.15% | Add +12.1% | 3,376 | $457K |
| Kaydan Wealth Management, Inc. | 0.15% | No change | 3,385 | $456K |
| Fiduciary Trust Co | 0.01% | Add +12.9% | 3,365 | $454K |
| Beacon Bridge Wealth Partners, LLC | 0.18% | New | 3,365 | $454K |
| Marks Group Wealth Management, Inc | 0.04% | Reduce -15.1% | 3,362 | $453K |
| Capital Advisors, Ltd. LLC | 0.06% | Add +1.1% | 3,359 | $453K |
| Carret Asset Management, LLC | 0.05% | Add +0.9% | 3,348 | $451K |
| BLB&B Advisors, LLC | 0.02% | Reduce -79.7% | 3,345 | $451K |
| My Personal CFO, LLC | 0.20% | Add +0.2% | 3,326 | $448K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -41.9% | 3,298 | $444K |
| Union Bancaire Privee, UBP SA | 0.01% | Reduce -13.1% | 3,313 | $444K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.04% | Add +5.9% | 3,283 | $442K |
| Farmers Trust Co. | 0.08% | Reduce -6.9% | 3,268 | $440K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -23.3% | 3,248 | $438K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.20% | Add +0.1% | 3,244 | $437K |
| Aurora Private Wealth, Inc. | 0.32% | Reduce -1.7% | 3,242 | $437K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -71.7% | 3,240 | $437K |
| Strategic Wealth Partners, Ltd. | 0.03% | — | 3,233 | $436K |
| Balefire, LLC | 0.09% | New | 3,231 | $436K |
| Cowa, LLC | 0.17% | Reduce -1.6% | 3,215 | $433K |
| One Capital Management, LLC | 0.01% | Reduce -4.8% | 3,205 | $432K |
| Acorns Advisers, LLC | 0.00% | Add +26.3% | 3,197 | $431K |
| Wellington Shields Capital Management, LLC | 0.07% | No change | 3,189 | $430K |
| D.B. Root & Company, LLC | 0.13% | Add +74.7% | 3,181 | $429K |
| Bank of Hawaii | 0.02% | No change | 3,173 | $428K |
| Range Financial Group LLC | 0.17% | New | 3,165 | $427K |
| Community Bank, N.A. | 0.06% | Add +2.3% | 3,161 | $426K |
| Wood Tarver Financial Group, LLC | 0.13% | Reduce -9.8% | 3,127 | $421K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 3,118 | $420K |
| SkyOak Wealth, LLC | 0.08% | No change | 3,117 | $420K |
| DDD Partners, LLC | 0.04% | No change | 3,116 | $420K |
| Whitener Capital Management, Inc. | 0.11% | Add +7.6% | 3,112 | $419K |
| Millstone Evans Group, LLC | 0.28% | Add +2.8% | 3,094 | $417K |
| Avestar Capital, LLC | 0.03% | Reduce -51.7% | 3,088 | $416K |
| Hardy Reed LLC | 0.03% | No change | 3,079 | $415K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -0.8% | 3,062 | $413K |
| Channel Wealth LLC | 0.12% | Reduce -17.9% | 3,060 | $412K |
| IFC Advisors LLC | 0.08% | No change | 3,060 | $412K |
| Seven Springs Wealth Group, LLC | 0.10% | No change | 3,057 | $412K |
| Parkside Advisors LLC | 0.09% | No change | 3,055 | $412K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +7.7% | 3,047 | $411K |
| Vicus Capital | 0.03% | Add +0.4% | 3,040 | $410K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -53.0% | 3,031 | $409K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -14.3% | 3,026 | $408K |
| Saxon Interests, Inc. | 0.19% | No change | 2,792 | $408K |
| CRA Financial Services, LLC | 0.06% | Add +1.6% | 3,009 | $406K |
| Hazlett, Burt & Watson, Inc. | 0.17% | Add +0.1% | 3,011 | $405K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.21% | Reduce -86.4% | 3,000 | $404K |
| Advisors Capital Management, LLC | 0.01% | Reduce -11.9% | 2,996 | $404K |
| Cape Investment Advisory, Inc. | 0.15% | Add +0.8% | 2,988 | $403K |
| Cannell & Spears LLC | 0.01% | No change | 2,983 | $402K |
| Doliver Advisors, LP | 0.11% | Reduce -0.5% | 2,979 | $402K |
| Stone Summit Wealth LLC | 0.12% | Reduce -5.5% | 2,975 | $401K |
| RDA Financial Network | 0.11% | Reduce -28.2% | 2,951 | $398K |
| Monetary Management Group Inc. | 0.10% | No change | 2,950 | $398K |
| Safe Harbor Fiduciary, LLC | 0.37% | Reduce -4.3% | 2,945 | $397K |
| Fortis Capital Advisors, LLC | 0.07% | Reduce -1.8% | 2,940 | $396K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -83.6% | 2,938 | $396K |
| Vertex Planning Partners, LLC | 0.08% | Reduce -20.7% | 2,936 | $396K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.1% | 2,936 | $396K |
| United Advisor Group, LLC | 0.07% | Reduce -31.1% | 2,905 | $392K |
| Parsons Capital Management Inc. | 0.02% | Reduce -14.5% | 2,905 | $391K |
| Flputnam Investment Management Co. | 0.01% | Reduce -15.3% | 2,903 | $391K |
| Iron Gate Global Advisors LLC | 0.04% | Add +52.9% | 2,889 | $389K |
| Burns J W & Co. Inc. | 0.05% | Reduce -19.1% | 2,878 | $388K |
| Curi Capital, LLC | 0.01% | Add +40.8% | 2,873 | $387K |
| Readystate Asset Management LP | 0.03% | Add +1.3% | 2,867 | $386K |
| Empire Financial Management Company, LLC | 0.11% | Add +11.9% | 2,851 | $384K |
| WNY Asset Management, LLC | 0.04% | Add +3.6% | 2,839 | $383K |
| Private Wealth Partners, LLC | 0.03% | Reduce -6.8% | 2,830 | $381K |
| Verition Fund Management LLC | 0.00% | Reduce -34.2% | 2,823 | $381K |
| Belmont Capital, LLC | 0.06% | No change | 2,818 | $380K |
| TD Private Client Wealth LLC | 0.01% | Add +8.6% | 2,804 | $378K |
| Kingstone Capital Partners Texas, LLC | 0.25% | Reduce -78.0% | 2,791 | $377K |
| CVA Family Office, LLC | 0.05% | No change | 2,791 | $376K |
| Sovran Advisors, LLC | 0.04% | Reduce -22.6% | 2,785 | $376K |
| Calamos Wealth Management LLC | 0.02% | No change | 2,783 | $375K |
| Ameriflex Group, Inc. | 0.20% | Reduce -8.3% | 2,790 | $374K |
| Total Wealth Planning & Management, Inc. | 0.32% | Reduce -36.0% | 2,774 | $374K |
| Wetzel Investment Advisors, Inc. | 0.17% | Reduce -0.2% | 2,770 | $373K |
| Richmond Investment Services, LLC | 0.08% | New | 2,756 | $371K |
| Rise Advisors, LLC | 0.15% | Add +9.5% | 2,755 | $371K |
| Nixon Peabody Trust Co. | 0.03% | No change | 2,750 | $371K |
| Sheets Smith Wealth Management | 0.04% | Reduce -0.2% | 2,750 | $371K |
| Geometric Wealth Advisors | 0.06% | Reduce -34.8% | 2,745 | $370K |
| Silverlake Wealth Management LLC | 0.11% | Reduce -46.4% | 2,742 | $370K |
| LexAurum Advisors, LLC | 0.06% | No change | 2,713 | $366K |
| Focused Wealth Management, Inc | 0.04% | Reduce -8.0% | 2,709 | $365K |
| Jackson Square Capital, LLC | 0.08% | Reduce -13.1% | 2,703 | $364K |
| Wallington Asset Management, LLC | 0.05% | Reduce -4.3% | 2,683 | $362K |
| NCM Capital Management, LLC | 0.15% | No change | 2,683 | $362K |
| Reliant Investment Partners, LLC | 0.31% | Reduce -0.8% | 2,677 | $361K |
| Finley Financial, LLC | 0.18% | Reduce -27.8% | 2,675 | $361K |
| Howland Capital Management LLC | 0.01% | Add +10.1% | 2,663 | $359K |
| Cedar Wealth Management, LLC | 0.12% | No change | 2,647 | $357K |
| Magnolia Capital Advisors LLC | 0.09% | Reduce -6.4% | 2,647 | $357K |
| Lifeworks Advisors, LLC | 0.05% | Add +8.8% | 2,647 | $357K |
| Legacy Capital Group California, Inc. | 0.10% | Reduce -40.1% | 2,641 | $356K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -13.4% | 2,625 | $354K |
| CENTRAL TRUST Co | 0.01% | Reduce -48.1% | 2,625 | $354K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Add +13.9% | 2,620 | $353K |
| Centric Wealth Management | 0.08% | Reduce -88.3% | 2,709 | $353K |
| Raab & Moskowitz Asset Management LLC | 0.08% | Reduce -5.0% | 2,603 | $351K |
| Elevated Capital Advisors, LLC | 0.10% | No change | 2,395 | $350K |
| Resurgent Financial Advisors LLC | 0.19% | Add +74.5% | 2,593 | $350K |
| WESPAC Advisors, LLC | 0.24% | Reduce -23.8% | 2,592 | $349K |
| Murphy & Mullick Capital Management Corp | 0.28% | Add +3.9% | 2,667 | $349K |
| Millennium Capital Advisors, LLC | 0.23% | No change | 2,586 | $349K |
| Exchange Capital Management, Inc. | 0.05% | Reduce -0.0% | 2,559 | $345K |
| Castle Wealth Management LLC | 0.12% | Reduce -5.6% | 2,552 | $344K |
| UMB Bank, n.a. | 0.01% | No change | 2,526 | $340K |
| Independence Bank of Kentucky | 0.05% | Add +0.8% | 2,520 | $340K |
| Ameraudi Asset Management, Inc. | 0.18% | No change | 2,516 | $339K |
| Grantvest Financial Group LLC | 0.25% | Add +0.2% | 2,503 | $337K |
| Leigh Baldwin & Co., LLC | 0.22% | Reduce -3.0% | 2,488 | $335K |
| Sharkey, Howes & Javer | 0.04% | No change | 2,484 | $335K |
| LeClair Wealth Partners LLC | 0.23% | No change | 2,477 | $334K |
| Rebalance, LLC | 0.02% | Add +0.5% | 2,476 | $334K |
| F/m Investments LLC | 0.01% | New | 2,467 | $333K |
| Montag A & Associates Inc. | 0.02% | Add +2.0% | 2,459 | $331K |
| First International Bank & Trust | 0.12% | Reduce -69.5% | 2,452 | $331K |
| Lodestone Wealth Management LLC | 0.16% | Add +10.4% | 2,441 | $329K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -18.2% | 2,434 | $328K |
| Intrepid Capital Management Inc. | 0.17% | No change | 2,425 | $327K |
| Capital Analysts, LLC | 0.01% | Reduce -1.6% | 2,413 | $325K |
| Verity Asset Management, Inc. | 0.15% | Add +16.6% | 2,406 | $324K |
| BlueSky Wealth Advisors, LLC | 0.05% | Add +0.4% | 2,404 | $324K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | No change | 2,400 | $323K |
| Second Line Capital, LLC | 0.07% | Reduce -3.4% | 2,389 | $322K |
| Core Wealth Partners LLC | 0.16% | Add +0.3% | 2,385 | $321K |
| Peoples Bank | 0.22% | No change | 2,379 | $321K |
| Sterling Investment Management, LLC | 0.21% | Reduce -3.5% | 2,369 | $319K |
| Invst, LLC | 0.04% | Reduce -69.1% | 2,360 | $318K |
| Key Financial Inc | 0.06% | Add +10.7% | 2,359 | $318K |
| TrueWealth Advisors, LLC | 0.09% | Reduce -14.6% | 2,351 | $317K |
| Valley Wealth Managers, Inc. | 0.02% | Reduce -93.0% | 2,351 | $317K |
| City Holding Co. | 0.04% | Reduce -3.9% | 2,346 | $316K |
| Fielder Capital Group LLC | 0.08% | Reduce -33.0% | 2,340 | $315K |
| Alterna Wealth Management, Inc. | 0.25% | No change | 2,332 | $314K |
| Oxler Private Wealth LLC | 0.10% | Reduce -30.3% | 2,328 | $314K |
| Traction Financial Partners, LLC | 0.21% | Reduce -17.0% | 2,318 | $312K |
| Tolleson Wealth Management, Inc. | 0.05% | No change | 2,311 | $312K |
| Primoris Wealth Advisors, LLC | 0.21% | Reduce -3.7% | 2,306 | $311K |
| Arista Wealth Management, LLC | 0.04% | No change | 2,303 | $310K |
| Advanced Asset Management Advisors Inc | 0.08% | Reduce -12.1% | 2,297 | $310K |
| Thompson Davis & Co., Inc. | 0.21% | Reduce -8.0% | 2,285 | $308K |
| Iyo Bank, Ltd. | 0.12% | Reduce -91.7% | 2,285 | $308K |
| Quadcap Wealth Management, LLC | 0.04% | No change | 2,278 | $307K |
| Register Financial Advisors LLC | 0.13% | Add +92.5% | 2,274 | $307K |
| River Street Advisors LLC | 0.13% | Reduce -22.7% | 2,267 | $306K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +0.0% | 2,261 | $305K |
| ARS Wealth Advisors Group, LLC | 0.04% | Reduce -0.3% | 2,253 | $304K |
| Gallacher Capital Management LLC | 0.14% | Add +31.8% | 2,251 | $303K |
| Novare Capital Management LLC | 0.02% | No change | 2,241 | $302K |
| First American Trust, FSB | 0.02% | No change | 2,239 | $302K |
| HMV Wealth Advisors, LLC | 0.20% | Reduce -19.2% | 2,227 | $300K |
| Private Management Group Inc. | 0.01% | New | 2,227 | $300K |
| Dimension Capital Management LLC | 0.05% | New | 2,224 | $300K |
| Private Client Services, LLC | 0.12% | Reduce -11.0% | 2,218 | $299K |
| Coyle Financial Counsel LLC | 0.08% | Add +43.7% | 2,212 | $298K |
| Intrust Bank NA | 0.03% | New | 2,211 | $298K |
| Colonial River Investments, LLC | 0.13% | Reduce -22.0% | 2,186 | $298K |
| Measured Risk Portfolios, Inc. | 0.33% | Reduce -6.6% | 2,204 | $297K |
| FSM Wealth Advisors, LLC | 0.05% | Add +13.7% | 2,176 | $292K |
| Maltin Wealth Management, Inc. | 0.13% | Reduce -4.9% | 2,162 | $291K |
| Resolute Wealth Advisor, Inc. | 0.17% | — | 1,986 | $291K |
| Strategies Wealth Advisors, LLC | 0.03% | Reduce -0.1% | 2,145 | $289K |
| Cadence Bank | 0.02% | Add +4.5% | 2,142 | $289K |
| Potomac Fund Management Inc. | 0.02% | Reduce -6.1% | 2,143 | $288K |
| Stratos Investment Management, LLC | 0.01% | Reduce -5.1% | 2,130 | $287K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -24.1% | 2,130 | $287K |
| Blue Trust, Inc. | 0.00% | Add +118.6% | 2,129 | $287K |
| Schorn Wealth LLC | 0.09% | Reduce -20.0% | 2,119 | $286K |
| C2C Wealth Management, LLC | 0.26% | Reduce -4.0% | 2,118 | $285K |
| Garden State Investment Advisory Services LLC | 0.08% | Reduce -6.7% | 2,111 | $285K |
| Patrick M Sweeney & Associates, Inc. | 0.20% | No change | 2,105 | $285K |
| Severin Investments, LLC | 0.27% | Add +2.8% | 2,115 | $285K |
| Alpine Woods Capital Investors, LLC | 0.07% | Reduce -0.2% | 2,115 | $285K |
| Peoples Financial Services Corp. | 0.14% | Reduce -10.6% | 2,113 | $285K |
| Wealth Alliance, LLC | 0.03% | Reduce -0.1% | 2,109 | $284K |
| Tiller Private Wealth, Inc. | 0.11% | Reduce -14.6% | 2,103 | $284K |
| Webster Bank, N. A. | 0.03% | Reduce -5.0% | 2,100 | $283K |
| Sage Mountain Advisors LLC | 0.02% | Add +188.7% | 2,087 | $281K |
| Gilman Hill Asset Management, LLC | 0.05% | Add +1.3% | 2,081 | $281K |
| Invesco Ltd. | 0.00% | New | 2,076 | $280K |
| Richwood Investment Advisors, LLC | 0.23% | No change | 2,070 | $279K |
| Pacific Capital Wealth Advisors, Inc. | 0.05% | Reduce -30.6% | 2,073 | $279K |
| Morton Capital Management LLC | 0.05% | New | 2,038 | $275K |
| Two West Capital Advisors LLC | 0.18% | Reduce -23.6% | 2,009 | $274K |
| Family Manage LLC | 0.04% | No change | 2,033 | $274K |
| Panoramic Investment Advisors, LLC | 0.17% | Reduce -1.2% | 2,025 | $273K |
| Grey Ledge Advisors, LLC | 0.07% | Add +2.5% | 2,025 | $273K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 2,024 | $273K |
| Strategic Investment Advisors / MI | 0.03% | New | 2,022 | $273K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -9.1% | 1,988 | $272K |
| Iowa State Bank | 0.05% | No change | 2,000 | $270K |
| Park Square Financial Group, LLC | 0.19% | Reduce -0.3% | 1,993 | $269K |
| Darden Wealth Group Inc | 0.16% | Reduce -10.3% | 1,992 | $269K |
| Leo Wealth, LLC | 0.02% | Add +1.7% | 1,975 | $266K |
| SilverOak Wealth Management LLC | 0.05% | Add +11.3% | 1,974 | $266K |
| Bollard Group LLC | 0.01% | Add +0.4% | 1,976 | $266K |
| Successful Portfolios LLC | 0.16% | Reduce -4.4% | 1,972 | $266K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -1.0% | 1,971 | $266K |
| Evergreen Capital Management LLC | 0.01% | Add +10.6% | 1,970 | $266K |
| Retirement Capital Strategies | 0.11% | Reduce -19.7% | 1,969 | $265K |
| 1900 Wealth Management LLC | 0.02% | Add +0.4% | 1,965 | $265K |
| SageView Advisory Group, LLC | 0.01% | Reduce -9.2% | 1,957 | $265K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -18.0% | 1,960 | $264K |
| Signaturefd, LLC | 0.00% | Reduce -3.5% | 1,960 | $264K |
| Arax Advisory Partners | 0.01% | Reduce -4.0% | 1,958 | $264K |
| Balentine LLC | 0.01% | Add +3004.8% | 1,956 | $264K |
| Huntleigh Advisors, Inc. | 0.05% | Add +0.1% | 1,956 | $264K |
| Heritage Wealth Management, Inc. | 0.09% | Reduce -4.8% | 1,950 | $263K |
| Pinnacle Family Advisors, LLC | 0.13% | New | 1,949 | $263K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -96.5% | 1,939 | $261K |
| Trust Co. of Oklahoma | 0.08% | Reduce -20.0% | 1,933 | $261K |
| Bridgewater Advisors Inc. | 0.02% | Add +23.4% | 1,926 | $259K |
| Snider Financial Group | 0.07% | Add +7.4% | 1,920 | $259K |
| Bank of New Hampshire | 0.06% | Reduce -9.2% | 1,920 | $259K |
| Altfest L J & Co. Inc. | 0.03% | Reduce -17.9% | 1,919 | $259K |
| StrongBox Wealth, LLC | 0.10% | Add +0.1% | 1,914 | $258K |
| Destiny Wealth Partners, LLC | 0.03% | No change | 1,912 | $258K |
| Romano Brothers and Company | 0.03% | Reduce -9.5% | 1,912 | $258K |
| Pinnacle Financial Group, LLC / IL | 0.09% | Add +1.9% | 1,911 | $258K |
| DSG Capital Advisors, LLC | 0.05% | No change | 1,905 | $257K |
| Texas Yale Capital Corp. | 0.01% | Reduce -8.4% | 1,905 | $257K |
| Bluespring Wealth Management, LLC | 0.02% | Add +3.8% | 1,901 | $256K |
| Alteri Wealth LLC | 0.10% | Reduce -16.2% | 1,898 | $256K |
| First International Bank of Israel Ltd. | 0.15% | — | 1,898 | $256K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -15.6% | 1,892 | $255K |
| OneAscent Family Office, LLC | 0.24% | Reduce -32.5% | 1,892 | $255K |
| Advus Financial Partners, LLC | 0.06% | Reduce -9.4% | 1,882 | $254K |
| First Long Island Investors, LLC | 0.02% | No change | 1,880 | $253K |
| Global View Capital Management LLC | 0.08% | Reduce -90.0% | 1,872 | $252K |
| Almanack Investment Partners, LLC. | 0.04% | Add +16.1% | 1,872 | $252K |
| Garde Capital, Inc. | 0.01% | No change | 1,870 | $252K |
| Fortem Financial Group, LLC | 0.08% | Reduce -18.0% | 1,867 | $252K |
| Purkiss Capital Advisors LLC | 0.14% | Add +26.5% | 1,864 | $251K |
| Coastwise Capital Group, LLC | 0.20% | Add +0.4% | 1,863 | $251K |
| GAMMA Investing LLC | 0.02% | Add +83.0% | 1,859 | $251K |
| HCR Wealth Advisors | 0.03% | Reduce -19.1% | 1,849 | $249K |
| Cozad Asset Management Inc. | 0.02% | No change | 1,845 | $249K |
| WealthTrust Axiom LLC | 0.07% | No change | 1,844 | $249K |
| MBE Wealth Management, LLC | 0.11% | New | 1,842 | $248K |
| Cahaba Wealth Management, Inc. | 0.02% | Reduce -25.2% | 1,842 | $248K |
| Wambolt & Associates, LLC | 0.08% | Add +0.5% | 1,803 | $247K |
| Veltria Advisors Corp. | 0.16% | Reduce -19.1% | 1,827 | $246K |
| Kuhn & Co Investment Counsel | 0.19% | Reduce -0.6% | 1,823 | $246K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.06% | No change | 1,820 | $245K |
| Burling Wealth Partners, LLC | 0.05% | No change | 1,820 | $245K |
| Rockbridge Investment Management, LCC | 0.03% | Reduce -15.4% | 1,809 | $244K |
| Autumn Glory Partners, LLC | 0.11% | Reduce -4.2% | 1,809 | $244K |
| Symphony Financial Services, Inc. | 0.15% | Reduce -22.2% | 1,804 | $243K |
| Waterfront Wealth Inc. | 0.05% | No change | 1,800 | $243K |
| STAR Financial Bank | 0.15% | Reduce -11.3% | 1,799 | $242K |
| Maia Wealth LLC | 0.05% | Reduce -5.3% | 1,790 | $241K |
| Pasadena Private Wealth, LLC | 0.04% | Reduce -23.5% | 1,786 | $241K |
| Guyasuta Investment Advisors Inc. | 0.01% | No change | 1,782 | $240K |
| Sovereign Financial Group, Inc. | 0.05% | Reduce -0.3% | 1,782 | $240K |
| REDW Wealth LLC | 0.10% | No change | 1,780 | $240K |
| Activest Wealth Management | 0.06% | Add +0.4% | 1,768 | $238K |
| Capitol Family Office, Inc. | 0.31% | Reduce -11.7% | 1,766 | $238K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -18.4% | 1,765 | $238K |
| Castle Rock Wealth Management, LLC | 0.06% | Reduce -10.0% | 1,807 | $238K |
| Christensen, King & Associates Investment Services, Inc. | 0.11% | Reduce -8.3% | 1,763 | $238K |
| Lee Danner & Bass Inc. | 0.02% | No change | 1,760 | $237K |
| First National Bank & Trust Co. of Newtown | 0.05% | No change | 1,758 | $237K |
| Wealth Quarterback LLC | 0.11% | Reduce -21.3% | 1,758 | $237K |
| Davidson Trust Co. | 0.11% | No change | 1,756 | $237K |
| Able Wealth Management LLC | 0.12% | Reduce -40.9% | 1,752 | $236K |
| Vigilare Wealth Management | 0.09% | Reduce -37.2% | 1,741 | $235K |
| Peregrine Asset Advisers, Inc. | 0.07% | No change | 1,739 | $234K |
| Titleist Asset Management, LLC | 0.02% | Reduce -3.4% | 1,738 | $234K |
| Savvy Advisors, Inc. | 0.02% | Reduce -41.6% | 1,731 | $233K |
| Fiduciary Alliance LLC | 0.02% | New | 1,724 | $232K |
| Paragon Capital Management Ltd | 0.04% | No change | 1,723 | $232K |
| Fragasso Financial Advisors Inc | 0.02% | Add +2.1% | 1,716 | $231K |
| Zacks Investment Management | 0.00% | New | 1,714 | $231K |
| Councilmark Asset Management, LLC | 0.15% | No change | 1,700 | $229K |
| Walter & Keenan Wealth Management LLC /in/ | 0.07% | No change | 1,700 | $229K |
| Kraematon Investment Advisors, Inc. | 0.22% | Reduce -0.9% | 1,698 | $229K |
| Turtle Creek Wealth Advisors, LLC | 0.03% | New | 1,695 | $228K |
| Axim Planning & Wealth | 0.21% | New | 1,691 | $228K |
| Ancora Advisors LLC | 0.00% | No change | 1,690 | $228K |
| Wealth Architects, LLC | 0.02% | No change | 1,690 | $228K |
| Managed Asset Portfolios, LLC | 0.03% | Reduce -15.8% | 1,682 | $227K |
| Cooper Financial Group | 0.03% | Reduce -44.5% | 1,673 | $226K |
| Fiduciary Financial Group, LLC | 0.04% | Add +1.7% | 1,647 | $225K |
| Correct Capital Wealth Management | 0.04% | Reduce -47.6% | 1,670 | $225K |
| Farmers National Bank | 0.06% | Reduce -13.1% | 1,669 | $225K |
| All Terrain Financial Advisors, LLC | 0.08% | No change | 1,668 | $225K |
| JNBA Financial Advisors | 0.02% | Add +6.9% | 1,651 | $223K |
| Samalin Investment Counsel, LLC | 0.09% | Add +0.4% | 1,649 | $222K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -64.4% | 1,648 | $222K |
| Shulman DeMeo Asset Management LLC | 0.06% | Reduce -3.4% | 1,647 | $222K |
| Northstar Financial Companies, Inc. | 0.23% | Add +11.3% | 1,645 | $222K |
| MainStreet Investment Advisors LLC | 0.03% | Add +2.8% | 1,645 | $222K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -12.6% | 1,644 | $222K |
| Stack Financial Management, Inc | 0.02% | Add +2.8% | 1,643 | $221K |
| Asset Dedication, LLC | 0.02% | Reduce -1.7% | 1,640 | $221K |
| Gryphon Financial Partners LLC | 0.03% | No change | 1,639 | $221K |
| HUB Investment Partners, LLC | 0.01% | Add +2.9% | 1,631 | $220K |
| TFB Advisors LLC | 0.06% | New | 1,628 | $219K |
| Auxano Advisors, LLC | 0.05% | No change | 1,626 | $219K |
| May Hill Capital, LLC | 0.07% | New | 1,624 | $219K |
| Penobscot Investment Management Company, Inc. | 0.02% | Add +6.6% | 1,622 | $219K |
| Allie Family Office LLC | 0.11% | Reduce -66.4% | 1,620 | $218K |
| Curtis Advisory Group, LLC | 0.05% | No change | 1,614 | $218K |
| Barnes Pettey Financial Advisors, LLC | 0.15% | Add +3.4% | 1,612 | $217K |
| Centennial Bank | 0.09% | Add +249.6% | 1,601 | $216K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 1,600 | $216K |
| MCF Advisors LLC | 0.01% | Add +0.1% | 1,600 | $216K |
| Atlanta Consulting Group Advisors, LLC | 0.06% | No change | 1,596 | $215K |
| Fairfield Financial Advisors, LTD | 0.08% | Reduce -20.4% | 1,595 | $215K |
| Crescent Grove Advisors, LLC | 0.02% | Reduce -12.4% | 1,592 | $215K |
| Acorn Wealth Advisors, LLC | 0.08% | Add +0.4% | 1,587 | $214K |
| Carr Financial Group Corp | 0.06% | Add +0.2% | 1,584 | $214K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -37.6% | 1,570 | $212K |
| Keystone Financial Services | 0.07% | No change | 1,567 | $211K |
| Addison Advisors LLC | 0.05% | Reduce -13.7% | 1,563 | $211K |
| Soundwatch Capital LLC | 0.04% | Add +1.7% | 1,445 | $210K |
| Syntegra Private Wealth Group, LLC | 0.02% | No change | 1,556 | $210K |
| Amplius Wealth Advisors, LLC | 0.02% | Reduce -18.0% | 1,555 | $210K |
| Solstein Capital, LLC | 0.11% | Reduce -33.1% | 1,551 | $209K |
| Sebold Capital Management, Inc. | 0.13% | Reduce -8.7% | 1,550 | $209K |
| Tranquility Partners, LLC | 0.07% | No change | 1,543 | $208K |
| Portland Financial Advisors Inc | 0.50% | No change | 1,538 | $207K |
| Black Diamond Financial, LLC | 0.03% | Reduce -14.9% | 1,536 | $207K |
| 180 Wealth Advisors, LLC | 0.03% | Add +5.9% | 1,533 | $207K |
| Prostatis Group LLC | 0.06% | Reduce -1.2% | 1,530 | $206K |
| ZEGA Investments, LLC | 0.05% | Reduce -90.9% | 1,530 | $206K |
| Moment Partners, LLC | 0.04% | No change | 1,528 | $206K |
| TruNorth Capital Management, LLC | 0.05% | No change | 1,520 | $205K |
| Tableaux LLC | 0.12% | Reduce -1.5% | 1,518 | $205K |
| Quantessence Capital LLC | 0.06% | New | 1,517 | $204K |
| Gray Private Wealth, LLC | 0.11% | No change | 1,516 | $204K |
| High Falls Advisors, Inc | 0.05% | Add +1.3% | 1,515 | $204K |
| SYM FINANCIAL Corp | 0.02% | Reduce -1.0% | 1,515 | $204K |
| Accel Wealth Management | 0.07% | New | 1,513 | $204K |
| International Private Wealth Advisors LLC | 0.17% | New | 1,506 | $203K |
| Fearless Solutions, LLC dba Best Invest | 0.14% | Add +2.4% | 1,505 | $203K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -81.7% | 1,504 | $203K |
| 1ST Source Bank | 0.01% | Add +0.1% | 1,502 | $202K |
| WealthTrust Asset Management, LLC | 0.15% | Reduce -10.9% | 1,496 | $202K |
| Claris Financial LLC | 0.15% | Reduce -20.8% | 1,494 | $201K |
| Colonial Trust Co / SC | 0.03% | Reduce -5.0% | 1,440 | $194K |
| Deutsche Bank AG | 0.00% | Reduce -28.2% | 1,427 | $192K |
| Alerus Financial NA | 0.01% | No change | 1,422 | $192K |
| Cordgrass Capital Advisors, LLC | 0.05% | Add +149.7% | 1,411 | $190K |
| Private Wealth Asset Management, LLC | 0.02% | Add +97.9% | 1,391 | $187K |
| Russell Investments Group, Ltd. | 0.00% | Add +6.6% | 1,391 | $187K |
| Missouri Trust & Investment Co | 0.06% | Add +58.1% | 1,366 | $184K |
| Avion Wealth | 0.04% | No change | 1,355 | $182K |
| Gold Investment Management Ltd. | 0.07% | No change | 1,321 | $181K |
| LOM Asset Management Ltd | 0.06% | — | 1,335 | $180K |
| Smithfield Trust Co | 0.01% | Add +4.2% | 1,319 | $177K |
| Heartland Advisors Inc. | 0.01% | New | 1,282 | $173K |
| Colonial Trust Advisors | 0.01% | Reduce -37.2% | 1,272 | $171K |
| First United Bank & Trust | 0.06% | Add +32.3% | 1,270 | $171K |
| Truvestments Capital LLC | 0.03% | Reduce -2.9% | 1,223 | $165K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,203 | $162K |
| South Plains Financial, Inc. | 0.11% | No change | 1,200 | $162K |
| 2UniFi Bank | 0.09% | Reduce -4.8% | 1,190 | $160K |
| TD Capital Management LLC | 0.02% | Reduce -1.4% | 1,185 | $160K |
| Anfield Capital Management, LLC | 0.05% | No change | 1,183 | $159K |
| Dagco, Inc. | 0.04% | No change | 1,175 | $158K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -15.5% | 1,170 | $158K |
| IMA Advisory Services, Inc. | 0.02% | Reduce -42.5% | 1,143 | $154K |
| Provident Wealth Management, LLC | 0.05% | No change | 1,142 | $154K |
| Hamilton Point Investment Advisors, LLC | 0.03% | No change | 1,128 | $152K |
| Albion Financial Group | 0.01% | No change | 1,111 | $150K |
| Elevation Wealth Partners, LLC | 0.06% | Add +0.3% | 1,111 | $150K |
| Nemes Rush Group LLC | 0.02% | Reduce -18.0% | 1,082 | $146K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -15.7% | 1,071 | $144K |
| Cary Street Partners Investment Advisory LLC | 0.07% | Reduce -41.7% | 1,063 | $143K |
| Bernard Wealth Management Corp. | 0.07% | Reduce -5.8% | 1,040 | $140K |
| Rothschild Investment LLC | 0.01% | Add +0.8% | 1,037 | $140K |
| Versant Capital Management, Inc | 0.02% | Add +0.2% | 1,031 | $139K |
| Cheviot Value Management, LLC | 0.02% | Reduce -31.2% | 1,056 | $137K |
| Milestone Investment Advisors LLC | 0.04% | Reduce -21.6% | 1,005 | $135K |
| Beacon Capital Management, LLC | 0.02% | Reduce -23.9% | 1,002 | $135K |
| Carderock Capital Management Inc. | 0.03% | New | 980 | $132K |
| ORG Partners LLC | 0.03% | Add +9.3% | 932 | $128K |
| Raffa Wealth Management, LLC | 0.03% | Reduce -11.5% | 941 | $127K |
| Centricity Wealth Management, LLC | 0.10% | No change | 936 | $126K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -24.0% | 933 | $125K |
| Investors Research Corp | 0.02% | No change | 873 | $118K |
| Union Savings Bank | 0.05% | No change | 902 | $118K |
| WFA Asset Management Corp | 0.07% | Add +0.5% | 802 | $117K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 855 | $115K |
| Pittenger & Anderson Inc. | 0.00% | No change | 855 | $115K |
| Stelac Advisory Services LLC | 0.04% | No change | 852 | $115K |
| Ascentis Wealth Management, LLC | 0.03% | No change | 838 | $115K |
| Family Legacy Financial Solutions, LLC | 0.10% | — | 849 | $114K |
| Zions Bancorporation, National Association | 0.01% | Reduce -30.2% | 848 | $114K |
| Stone House Investment Management, LLC | 0.02% | Reduce -54.1% | 839 | $113K |
| Kessler Investment Group, LLC | 0.05% | No change | 832 | $112K |
| Grove Bank & Trust | 0.01% | Reduce -22.6% | 824 | $111K |
| Anchor Investment Management, LLC | 0.01% | No change | 823 | $111K |
| Banque Cantonale Vaudoise | 0.00% | No change | 813 | $110K |
| Boreal Capital Management LLC | 0.10% | — | 810 | $109K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 803 | $108K |
| North Capital, Inc. | 0.09% | Add +18.0% | 787 | $106K |
| Princeton Global Asset Management LLC | 0.02% | Add +6.1% | 783 | $106K |
| West Oak Capital, LLC | 0.05% | Reduce -35.7% | 765 | $103K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 752 | $101K |
| Delta Asset Management LLC | 0.01% | No change | 728 | $98K |
| Barrett & Company, Inc. | 0.04% | Add +2.9% | 719 | $97K |
| Bogart Wealth, LLC | 0.00% | Reduce -1.0% | 715 | $96K |
| Tortoise Investment Management, LLC | 0.01% | No change | 710 | $96K |
| United Community Bank | 0.03% | No change | 701 | $94K |
| Resources Management Corp. /CT/ | 0.01% | Reduce -6.7% | 698 | $94K |
| Archer Investment Corp | 0.02% | Add +0.1% | 672 | $91K |
| Ulland Investment Advisors, LLC | 0.07% | No change | 670 | $90K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +6.5% | 653 | $88K |
| Dunhill Financial, LLC | 0.03% | Add +115.7% | 647 | $87K |
| Matrix Private Capital Group LLC | 0.05% | No change | 629 | $85K |
| Perkins Coie Trust Co | 0.01% | No change | 627 | $85K |
| Flagship Wealth Advisors, LLC | 0.03% | No change | 611 | $82K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -38.7% | 617 | $82K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +2.0% | 604 | $81K |
| HM Payson & Co. | 0.00% | Reduce -68.9% | 600 | $81K |
| Koesten, Hirschmann & Crabtree, INC. | 0.04% | No change | 594 | $80K |
| Northwest Capital Management Inc | 0.04% | No change | 590 | $80K |
| Hantz Financial Services, Inc. | 0.00% | New | 578 | $78K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -6.2% | 577 | $78K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 558 | $75K |
| Breakwater Investment Management | 0.03% | No change | 551 | $74K |
| Sierra Ocean, LLC | 0.05% | New | 550 | $74K |
| Optimum Investment Advisors | 0.03% | No change | 521 | $70K |
| Provenance Wealth Advisors, LLC | 0.01% | Reduce -10.8% | 519 | $70K |
| Winch Advisory Services, LLC | 0.02% | Add +0.4% | 510 | $69K |
| Manchester Capital Management LLC | 0.01% | Reduce -15.4% | 510 | $69K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -95.6% | 500 | $67K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -48.2% | 492 | $66K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | New | 481 | $65K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 480 | $65K |
| Riggs Asset Managment Co. Inc. | 0.02% | Reduce -98.6% | 474 | $64K |
| McIlrath & Eck, LLC | 0.01% | Reduce -1.3% | 458 | $62K |
| WealthShield Partners, LLC | 0.01% | Reduce -25.9% | 443 | $60K |
| Concord Wealth Partners | 0.01% | Add +0.5% | 434 | $58K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 427 | $56K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -17.0% | 415 | $56K |
| Caldwell Sutter Capital, Inc. | 0.02% | Add +18.9% | 402 | $54K |
| Barnes Dennig Private Wealth Management LLC | 0.06% | Add +1381.5% | 400 | $54K |
| Citizens National Bank Trust Department | 0.01% | No change | 400 | $54K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +0.3% | 397 | $54K |
| Rice Partnership, LLC | 0.01% | Add +25.7% | 396 | $53K |
| Bellevue Asset Management, LLC | 0.03% | No change | 391 | $53K |
| Hopwood Financial Services, Inc. | 0.04% | Reduce -5.3% | 391 | $53K |
| Founders Capital Management | 0.03% | Add +8.2% | 384 | $52K |
| Painted Porch Advisors LLC | 0.02% | No change | 381 | $51K |
| Pinnacle Holdings, LLC | 0.02% | New | 379 | $51K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 378 | $51K |
| Turim 21 Investimentos Ltda. | 0.01% | No change | 375 | $51K |
| Financial Perspectives, Inc | 0.02% | Add +32.7% | 373 | $50K |
| Paladin Advisory Group, LLC | 0.04% | No change | 373 | $50K |
| Phillips Financial Management, LLC | 0.00% | No change | 370 | $50K |
| Keystone Financial Group, Inc. | 0.03% | Add +0.3% | 368 | $49K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 360 | $49K |
| Team Financial Group, LLC | 0.02% | New | 355 | $48K |
| Angeles Wealth Management, LLC | 0.00% | Add +17.3% | 352 | $47K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +0.3% | 338 | $46K |
| First Community Trust NA | 0.04% | No change | 324 | $44K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 321 | $43K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.6% | 314 | $42K |
| Olistico Wealth, LLC | 0.02% | Add +0.3% | 305 | $41K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 305 | $41K |
| Pacifica Partners Inc. | 0.02% | No change | 305 | $41K |
| Transce3nd, LLC | 0.02% | Add +12.7% | 301 | $41K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 300 | $40K |
| Hartford Financial Management Inc. | 0.01% | No change | 300 | $40K |
| Strengthening Families & Communities, LLC | 0.02% | Add +0.7% | 294 | $40K |
| Knuff & Co LLC | 0.01% | No change | 290 | $39K |
| WealthCollab, LLC | 0.02% | No change | 280 | $38K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 277 | $37K |
| Rakuten Securities, Inc. | 0.01% | Add +158.1% | 271 | $37K |
| Fairscale Capital, LLC | 0.03% | New | 277 | $36K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 266 | $36K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +0.4% | 265 | $36K |
| Rossby Financial, LCC | 0.01% | No change | 257 | $35K |
| Evolution Wealth Management Inc. | 0.04% | — | 255 | $34K |
| Hanson & Doremus Investment Management | 0.00% | No change | 251 | $34K |
| Morse Asset Management, Inc | 0.01% | No change | 250 | $34K |
| Maseco LLP | 0.00% | — | 249 | $34K |
| Gleason Group, Inc. | 0.00% | Add +0.4% | 249 | $34K |
| Trust Co. of Toledo NA | 0.00% | New | 242 | $33K |
| Bangor Savings Bank | 0.00% | No change | 242 | $33K |
| RMG Wealth Management LLC | 0.00% | — | 240 | $32K |
| Armor Investment Advisors, LLC | 0.01% | Reduce -15.4% | 230 | $31K |
| Bulwark Capital Corp | 0.03% | — | 220 | $30K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 220 | $30K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -27.2% | 214 | $29K |
| Wagner Wealth Management, LLC | 0.01% | Add +87.7% | 214 | $29K |
| Bellwether Advisors, LLC | 0.00% | Reduce -99.8% | 211 | $28K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 193 | $28K |
| Financial Avengers, Inc. | 0.01% | Add +0.5% | 207 | $28K |
| Brooklyn Investment Group | 0.00% | Add +177.0% | 205 | $28K |
| BankPlus Trust Department | 0.01% | Add +625.0% | 203 | $27K |
| Roxbury Financial LLC | 0.03% | Add +1.0% | 203 | $27K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Reduce -3.4% | 201 | $27K |
| Parvin Asset Management, LLC | 0.03% | No change | 200 | $27K |
| Pinney & Scofield, Inc. | 0.02% | No change | 200 | $27K |
| Creekmur Asset Management LLC | 0.00% | Reduce -2.5% | 192 | $26K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 186 | $25K |
| Operose Advisors LLC | 0.01% | No change | 178 | $24K |
| Financial Gravity Companies, Inc. | 0.00% | — | 178 | $24K |
| Nalls Sherbakoff Group, LLC | 0.02% | No change | 175 | $24K |
| Gables Capital Management Inc. | 0.01% | No change | 175 | $24K |
| Trust Co. of Vermont | 0.00% | Reduce -47.4% | 172 | $23K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | No change | 170 | $23K |
| Steph & Co. | 0.01% | No change | 170 | $23K |
| Duncker Streett & Co. Inc. | 0.00% | Add +3.7% | 170 | $23K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -35.3% | 163 | $22K |
| Perritt Capital Management Inc | 0.01% | New | 158 | $21K |
| Friedenthal Financial | 0.01% | New | 157 | $21K |
| First PREMIER Bank | 0.01% | No change | 155 | $21K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -25.0% | 153 | $21K |
| Luken Investment Analytics, LLC | 0.01% | No change | 150 | $20K |
| Oakworth Capital, Inc. | 0.00% | No change | 150 | $20K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 148 | $20K |
| Tucker Asset Management LLC | 0.01% | Reduce -90.0% | 146 | $20K |
| PFS Partners, LLC | 0.01% | No change | 144 | $19K |
| Townsend Asset Management Corp. /NC/ | 0.01% | Reduce -77.4% | 143 | $19K |
| Investment Research & Advisory Group, Inc. | 0.01% | No change | 142 | $19K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 135 | $18K |
| Legacy Bridge, LLC | 0.01% | No change | 132 | $18K |
| Alpine Bank Wealth Management | 0.00% | New | 132 | $18K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 130 | $18K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -99.7% | 124 | $17K |
| Morling Financial Advisors, LLC | 0.01% | New | 123 | $17K |
| Eukles Asset Management | 0.01% | No change | 122 | $16K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 119 | $16K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 115 | $16K |
| Center for Financial Planning, Inc. | 0.00% | No change | 115 | $16K |
| Tompkins Financial Corp. | 0.00% | No change | 115 | $16K |
| LGT Financial Advisors LLC | 0.04% | Reduce -8.9% | 113 | $15K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 111 | $15K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 110 | $15K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 109 | $15K |
| Hurley Capital, LLC | 0.01% | Add +0.9% | 106 | $14K |
| Scarborough Advisors, LLC | 0.00% | New | 105 | $14K |
| PMV Capital Advisers, LLC | 0.03% | New | 100 | $13K |
| Eq Wealth Advisors, LLC | 0.01% | No change | 100 | $13K |
| Old Second National Bank of Aurora | 0.00% | Reduce -46.0% | 100 | $13K |
| Ramirez Asset Management, Inc. | 0.00% | No change | 100 | $13K |
| Wolff Wiese Magana LLC | 0.01% | No change | 96 | $13K |
| Evergreen Private Wealth LLC | 0.01% | No change | 95 | $13K |
| Ballast Advisors LLC | 0.00% | No change | 95 | $13K |
| Kilter Group LLC | 0.01% | New | 93 | $13K |
| Integrity Financial Corp | 0.01% | No change | 91 | $12K |
| Covestor Ltd | 0.01% | Reduce -39.3% | 85 | $12K |
| Front Row Advisors LLC | 0.00% | No change | 84 | $11K |
| Evermay Wealth Management LLC | 0.00% | No change | 81 | $11K |
| Rialto Wealth Management, LLC | 0.00% | No change | 79 | $11K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 75 | $10K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 73 | $10K |
| HighMark Wealth Management LLC | 0.00% | Add +1.4% | 72 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 69 | $9K |
| IMG Wealth Management, Inc. | 0.01% | No change | 66 | $9K |
| Legacy Investment Solutions, LLC | 0.00% | — | 66 | $9K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -48.8% | 66 | $9K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 64 | $9K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 63 | $8K |
| Abound Wealth Management | 0.00% | Reduce -1.6% | 62 | $8K |
| Consultiva Wealth Management, Corp. | 0.02% | No change | 60 | $8K |
| Peterson Wealth Services | 0.00% | No change | 58 | $8K |
| Logan Capital Management Inc. | 0.00% | Add +1.9% | 53 | $7K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -35.8% | 52 | $7K |
| DecisionPoint Financial, LLC | 0.00% | No change | 51 | $7K |
| City State Bank | 0.00% | No change | 50 | $7K |
| Redwood Park Advisors LLC | 0.00% | No change | 45 | $6K |
| Valley National Advisers Inc. | 0.00% | Reduce -10.5% | 51 | $6K |
| WPG Advisers, LLC | 0.00% | Reduce -56.7% | 39 | $5K |
| Highline Wealth Partners LLC | 0.00% | Add +442.9% | 38 | $5K |
| Orion Capital Management LLC | 0.00% | No change | 35 | $5K |
| Clearstead Trust, LLC | 0.00% | Reduce -99.7% | 31 | $4K |
| Hoey Investments, Inc. | 0.00% | No change | 30 | $4K |
| FWL Investment Management, LLC | 0.00% | No change | 30 | $4K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -5.7% | 33 | $4K |
| Pingora Partners LLC | 0.00% | No change | 25 | $3K |
| Gen-Wealth Partners Inc | 0.00% | No change | 25 | $3K |
| Compass Financial Services Inc | 0.00% | Add +140.0% | 24 | $3K |
| Aventura Private Wealth, LLC | 0.00% | Reduce -76.3% | 22 | $3K |
| Burkett Financial Services, LLC | 0.00% | No change | 19 | $3K |
| Copia Wealth Management | 0.00% | New | 14 | $2K |
| FSA Wealth Management LLC | 0.00% | No change | 13 | $2K |
| Park Place Capital Corp | 0.00% | Reduce -87.8% | 12 | $2K |
| Legend Financial Advisors, Inc. | 0.00% | New | 12 | $2K |
| Man Group plc | 0.00% | Reduce -89.7% | 12 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -78.4% | 11 | $1K |
| Sawyer & Company, Inc | 0.00% | Reduce -95.9% | 7 | $1K |
| Navigoe, LLC | 0.00% | No change | 12 | $1K |
| CKW Financial Group | 0.00% | No change | 8 | $1K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -92.0% | 7 | $944 |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -87.5% | 7 | $943 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -85.7% | 3 | $404 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 2 | $270 |
| Weaver Capital Management LLC | 0.00% | Add +100.0% | 2 | $270 |
"% 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.