SS Health Care Select SectorXLVETF

13F holders, Q3 2025 (September 30)
1,651holders −31
110new positions
132sold out
8famous investors
$139.12avg. 13F price*

At the end of Q3 2025, 1,651 institutions reported holding SS Health Care Select Sector (XLV) in their 13F filings, down 31 from Q2 2025. 110 opened new positions and 132 sold out. The largest holders were Bank of America Corp. ($3.9B), JPMorgan Chase & Co. ($1.9B) and Morgan Stanley ($1.5B). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
SS Health Care Select Sector
Filed as
SELECT SECTOR SPDR TR (Q3 2025)
CUSIP
81369Y209
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions110$621.8M
Exits132$253.1M

All 13F filers, Q2 2025 → Q3 2025: 20,515,782 shares bought and 22,212,805 shares sold, net −1,697,023 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,651 holders

Bank of America Corp. 0.30% Reduce -14.8% 28,301,127 $3.9B
JPMorgan Chase & Co. 0.12% Add +7.8% 13,810,675 $1.9B
Morgan Stanley 0.09% Reduce -19.9% 10,600,442 $1.5B
Goldman Sachs Group Inc. 0.15% Add +25.3% 7,218,606 $1.0B
LPL Financial LLC 0.26% Reduce -5.8% 6,435,441 $895.6M
Wells Fargo & Company 0.17% Add +5.5% 5,986,800 $833.2M
Raymond James Financial Inc. 0.22% Reduce -13.4% 4,892,752 $680.9M
Envestnet Asset Management Inc. 0.19% Reduce -18.3% 4,741,355 $659.9M
UBS Group AG 0.10% Add +14.4% 3,743,958 $521.0M
Nissay Asset Management Corp. /Japan 2.70% No change 3,517,825 $489.6M
Caisse de depot et placement du Quebec 0.84% Reduce -13.1% 3,354,440 $466.8M
Royal Bank of Canada 0.08% Add +17.1% 3,242,916 $451.3M
Harel Insurance Investments & Financial Services Ltd. 3.94% Add +53.1% 3,148,378 $438.1M
Ameriprise Financial Inc. 0.09% Reduce -3.1% 2,772,054 $385.9M
Focus Partners Wealth 0.62% Add +191.2% 2,739,901 $381.3M
Janney Montgomery Scott LLC 0.85% Reduce -21.7% 2,575,061 $358.4M
Truist Financial Corp. 0.45% Reduce -22.6% 2,388,993 $332.5M
Main Management ETF Advisors, LLC 11.92% Add +59.1% 2,312,232 $321.8M
WestEnd Advisors, LLC 6.64% Reduce -22.2% 2,041,262 $284.1M
BNP Paribas Financial Markets 0.21% Add +126.2% 1,875,616 $261.0M
Citigroup Inc. 0.16% Add +107.9% 1,657,341 $230.7M
State Street Corp. 0.01% Add +13.9% 1,509,641 $210.1M
Prudential Financial Inc. 0.23% New 1,418,516 $197.4M
Osaic Holdings, Inc. 0.23% Add +88.1% 1,193,538 $164.9M
Healthcare of Ontario Pension Plan Trust Fund 0.29% Add +13.5% 1,135,000 $158.0M
Meitav Investment House Ltd. 2.01% Add +4.5% 1,095,291 $152.2M
Cibc World Market Inc. 0.31% Add +2.4% 1,078,200 $150.1M
Menora Mivtachim Holdings LTD. 0.72% Add +0.6% 1,025,882 $142.8M
Elo Mutual Pension Insurance Co 2.24% New 979,291 $136.3M
Phoenix Financial Ltd. 1.64% Reduce -0.1% 966,324 $134.5M
PGIM Custom Harvest LLC 1.95% Reduce -18.5% 930,062 $129.4M
Cetera Investment Advisers 0.14% Reduce -9.8% 838,516 $116.7M
Agf Management Ltd. 0.49% Add +18.5% 784,977 $109.2M
Neuberger Berman Group LLC 0.08% Reduce -0.9% 784,436 $109.2M
BlackRock, Inc. 0.00% Add +7.8% 761,502 $106.0M
Nan Shan Life Insurance Co., Ltd. 2.14% Add +496.4% 724,851 $100.9M
Victory Capital Management Inc. 0.06% Reduce -22.5% 700,008 $97.4M
Capital Investment Advisors, LLC 1.57% Add +6.0% 686,381 $95.5M
Stifel Financial Corp. 0.09% Reduce -10.3% 669,405 $93.2M
Migdal Insurance & Financial Holdings Ltd. 1.00% Reduce -4.6% 669,000 $93.1M
Qube Research & Technologies Ltd 0.12% Reduce -50.1% 631,668 $87.9M
HighTower Advisors, LLC 0.10% Reduce -9.0% 619,929 $86.3M
Barclays PLC 0.03% Add +217.2% 596,663 $83.0M
Main Management LLC 5.77% Add +96.0% 565,733 $78.7M
SRB Corp. 4.44% No change 556,818 $77.5M
Charles Schwab Investment Management Inc. 0.01% Reduce -18.8% 535,888 $74.6M
Main Management Fund Advisors LLC 7.01% New 520,000 $72.4M
Rockefeller Capital Management L.P. 0.14% Add +1.0% 519,667 $72.3M
RiverFront Investment Group, LLC 1.26% Add +1.0% 514,790 $71.6M
Millennium Management 0.06% Reduce -3.7% 502,697 $70.0M
Northern Trust Corp. 0.01% Reduce -9.1% 502,626 $70.0M
Commonwealth Equity Services, LLC 0.09% Reduce -25.1% 500,384 $69.6M
Simplex Trading, LLC 1.52% Add +48.4% 494,956 $68.9M
Conservest Capital Advisors, Inc. 6.23% Reduce -1.4% 483,785 $67.3M
D. E. Shaw & Co. 0.06% Add +179.9% 480,080 $66.8M
Greenwood Gearhart LLC 3.52% Add +3.5% 439,001 $61.1M
US Bancorp \de 0.07% Add +1.7% 428,488 $59.6M
Two Sigma Investments, LP 0.09% Reduce -48.5% 422,091 $58.7M
J.Safra Asset Management Corp 3.51% Add +3.8% 414,892 $57.7M
Advisory Alpha, LLC 1.52% Reduce -12.8% 381,763 $54.7M
Gerber Kawasaki Wealth & Investment Management 1.83% Add +19.2% 383,063 $53.3M
Schroder Investment Management Group 0.04% Add +1055.1% 379,593 $51.6M
FIL Ltd 0.04% Add +0.1% 363,963 $50.7M
Signature Estate & Investment Advisors LLC 1.07% Add +3.4% 359,176 $50.0M
State of Michigan Retirement System 0.24% Reduce -1.6% 354,888 $49.4M
Alps Advisors Inc. 0.27% Reduce -2.8% 345,603 $48.1M
Renaissance Technologies 0.06% Add +17.9% 341,900 $47.6M
KCM Investment Advisors LLC 1.53% Reduce -6.1% 339,841 $47.3M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3.13% Add +58.7% 334,240 $46.4M
Assetmark, Inc. 0.09% Reduce -39.4% 302,501 $42.1M
BW Gestao de Investimentos Ltda. 3.17% Add +31.4% 301,000 $41.9M
MML Investors Services, LLC 0.11% Reduce -2.8% 296,026 $41.2M
Mercer Global Advisors Inc. 0.07% Add +533.5% 291,031 $40.5M
Cambridge Investment Research Advisors, Inc. 0.10% Reduce -4.6% 271,974 $37.9M
1832 Asset Management L.P. 0.06% Reduce -1.5% 268,942 $37.4M
Wellspring Financial Advisors, LLC 3.39% New 265,222 $36.9M
Cantor Fitzgerald, L. P. 0.71% Reduce 0.0% 260,000 $36.2M
Bank of Montreal 0.02% Reduce -54.4% 256,296 $35.7M
HSBC Holdings PLC 0.02% Reduce -5.6% 250,000 $34.5M
TD Waterhouse Canada Inc. 0.22% Reduce -6.6% 238,612 $34.2M
Swan Global Investments, LLC 1.51% Reduce -13.9% 245,213 $34.1M
Private Advisor Group, LLC 0.17% Reduce -7.6% 241,405 $33.6M
Makena Capital Management LLC 3.38% Add +5.0% 235,409 $32.8M
Wharton Business Group, LLC 1.42% Add +0.2% 233,923 $32.6M
Kingsview Wealth Management, LLC 0.50% Reduce -16.1% 233,518 $32.5M
Krilogy Financial LLC 1.21% Add +34.2% 220,756 $32.2M
Equitable Holdings, Inc. 0.23% Add +35.2% 226,875 $31.6M
PNC Financial Services Group, Inc. 0.02% Reduce -16.0% 218,051 $30.3M
National Bank of Canada 0.03% Add +118.5% 216,772 $30.2M
Balance Wealth Partners LLC 7.38% New 214,617 $29.9M
MAI Capital Management 0.19% Add +7.2% 214,180 $29.8M
NewEdge Advisors, LLC 0.13% Add +13.0% 208,387 $29.0M
Farther Finance Advisors, LLC 0.43% Add +642.4% 206,209 $28.7M
Sanctuary Advisors, LLC 0.16% Reduce -6.7% 205,912 $28.7M
MMBG Investment Advisors Co. 2.46% Add +0.3% 199,494 $27.8M
Peapack Gladstone Financial Corp. 0.36% Reduce -1.0% 198,698 $27.7M
Trek Financial, LLC 1.61% Add +1.8% 194,554 $27.1M
Squarepoint Ops LLC 0.06% Add +86.4% 190,022 $26.4M
Spinnaker Trust 1.42% Reduce -0.1% 183,911 $25.6M
Full Sail Capital, LLC 1.39% Reduce -6.1% 181,119 $25.2M
Financial Advisory Corp 3.67% Add +8.6% 179,268 $24.9M
FMR LLC 0.00% Add +2.0% 179,088 $24.9M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3.59% Reduce -17.9% 176,800 $24.6M
Biltmore Wealth Management, LLC 9.35% Add +7.4% 176,090 $24.5M
SP Asset Management LLC 1.93% Add +0.1% 174,507 $24.3M
Mariner, LLC 0.03% Reduce -2.7% 173,643 $24.2M
Jones Financial Companies LLLP 0.02% Add +17.3% 178,008 $24.2M
Perbak Capital Partners LLP 4.25% Add +48.2% 173,368 $24.1M
Means Investment Co., Inc. 1.99% Add +16.1% 165,495 $23.0M
American Financial Advisors, LLC 2.96% Add +13.5% 165,005 $23.0M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -2.6% 156,319 $22.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.55% Add +11.7% 161,319 $22.5M
Captrust Financial Advisors 0.05% Reduce -3.2% 159,306 $22.2M
Miller Investment Management, LP 2.16% Add +11.6% 154,305 $21.5M
McKinley Carter Wealth Services, Inc. 1.11% Add +4.8% 152,156 $21.2M
Oppenheimer & Co. Inc. 0.25% Add +11.9% 148,333 $20.6M
Bouchey Financial Group, Ltd. 1.58% Add +1.7% 146,957 $20.5M
Jain Global LLC 0.28% Add +353.0% 146,522 $20.4M
SG Americas Securities, LLC 0.08% Add +19.3% 145,287 $20.2M
Adams Diversified Equity Fund, Inc. 0.68% Add +7.7% 144,300 $20.1M
Clarity Financial LLC 1.97% Reduce -0.7% 142,695 $19.9M
Graves Light Lenhart Wealth, Inc. 2.19% Add +0.6% 141,751 $19.7M
Ayalon Insurance Comp Ltd. 4.86% No change 138,069 $19.2M
Capital Fund Management S.A. 0.19% Add +42.1% 137,168 $19.1M
DAVENPORT & Co LLC 0.10% Reduce -6.6% 136,901 $19.1M
Corient Private Wealth LP 0.03% Reduce -7.0% 148,028 $19.0M
Concentric Capital Strategies, LP 0.91% Add +630.8% 136,499 $19.0M
Passaic Partners LLC 2.26% Add +34.2% 134,790 $18.8M
Maven Securities LTD 3.54% Add +234.2% 132,841 $18.5M
Ashton Thomas Private Wealth, LLC 0.47% Add +3.7% 131,264 $18.3M
Bar Harbor Wealth Management 1.08% Reduce -4.9% 128,854 $17.9M
Creative Planning 0.01% Add +16.4% 128,766 $17.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2.84% Reduce -0.7% 126,994 $17.7M
Kestra Advisory Services, LLC 0.08% Reduce -10.9% 125,593 $17.5M
Bank of Nova Scotia 0.03% Add +605.0% 123,511 $17.2M
Fifth Third Bancorp 0.05% Reduce -9.6% 123,034 $17.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3.51% Add +51.9% 123,027 $17.1M
IMZ Advisory Inc 6.35% Reduce -6.1% 122,564 $17.1M
IHT Wealth Management, LLC 0.43% Reduce -1.6% 122,263 $17.0M
Measured Wealth Private Client Group, LLC 4.58% Add +4.1% 122,098 $17.0M
Trilogy Capital Inc. 0.78% Reduce -42.3% 120,744 $16.8M
Kwmg, LLC 1.46% Add +8.4% 119,927 $16.7M
First Interstate Bank 0.92% Reduce -1.8% 119,613 $16.6M
Comerica Bank 0.06% Reduce -8.9% 118,785 $16.5M
Valmark Advisers, Inc. 0.21% Reduce -4.4% 117,270 $16.3M
Blair William & Co. 0.04% Reduce -5.5% 114,122 $15.9M
Employees Retirement System of Texas 0.15% New 114,100 $15.9M
Rothschild Capital Partners, LLC 3.72% Reduce -1.7% 113,283 $15.8M
Fisher Asset Management 0.01% Add +21.9% 112,488 $15.7M
Evolution Wealth Advisors, LLC 2.08% Reduce -12.2% 111,156 $15.5M
Long Run Wealth Advisors, LLC 3.01% Add +7.7% 110,360 $15.4M
Park Avenue Securities LLC 0.12% Reduce -28.2% 109,779 $15.3M
Oppenheimer Asset Management Inc. 0.17% Add +0.9% 109,041 $15.2M
Atom Investors LP 1.12% Reduce -12.2% 105,991 $14.8M
Salomon & Ludwin, LLC 1.31% Add +5.8% 100,840 $14.6M
Analyst IMS Investment Management Services Ltd. 0.45% Reduce -0.5% 104,326 $14.5M
Steward Partners Investment Advisory, LLC 0.08% Add +0.8% 101,753 $14.2M
Estate Counselors, LLC 1.21% Add +8.1% 100,935 $14.0M
Round Rock Advisors LLC 2.20% Add +9.3% 99,958 $13.9M
Perigon Wealth Management, LLC 0.28% Reduce -9.2% 99,469 $13.8M
BTG Pactual Asset Management US LLC 1.63% Add +32.0% 101,570 $13.7M
Baird Financial Group, Inc. 0.02% Add +3.8% 97,862 $13.6M
Sava Penzisko Drushtvo A.D. Skopje 4.36% — 95,574 $13.3M
O'shaughnessy Asset Management, LLC 0.08% Add +436.6% 95,555 $13.3M
United Capital Financial Advisors, LLC 0.10% Reduce -2.8% 94,971 $13.2M
J.W. Cole Advisors, Inc. 0.25% Add +0.9% 93,808 $13.1M
Asset Advisors Investment Management, LLC 1.23% Reduce -6.1% 93,492 $13.0M
Hilltop Wealth Advisors, LLC 6.75% Add +9.4% 93,017 $12.9M
Arvest Bank Trust Division 0.71% Add +16.1% 92,527 $12.9M
Spire Wealth Management 0.44% Reduce -37.6% 92,474 $12.9M
SIH Partners, LLLP 1.12% Add +1148.6% 92,285 $12.8M
Cwm, LLC 0.04% Add +7.9% 92,103 $12.8M
Country Trust Bank 0.28% Reduce -55.3% 90,717 $12.6M
Point72 Europe (London) LLP 0.68% New 89,663 $12.5M
Thrivent Financial for Lutherans 0.03% Add +205.8% 89,053 $12.4M
Lido Advisors, LLC 0.05% Add +3.3% 86,821 $12.1M
Dakota Wealth Management 0.24% Reduce -8.8% 86,727 $12.1M
Tamar Securities, LLC 1.37% Add +5.3% 86,122 $12.0M
Gratus Wealth Advisors, LLC 1.67% Add +5.4% 85,317 $11.9M
Carnegie Investment Counsel 0.22% Reduce -4.8% 85,144 $11.8M
Brave Asset Management Inc. 2.89% Add +0.3% 85,156 $11.8M
Insight Wealth Strategies, LLC 1.38% New 84,306 $11.7M
Old National Bancorp 0.20% Reduce -7.3% 84,218 $11.7M
Prosperity Consulting Group, LLC 0.57% Reduce -10.7% 83,599 $11.6M
Modern Wealth Management, LLC 0.23% Add +917.3% 83,431 $11.6M
Concurrent Investment Advisors, LLC 0.20% Reduce -33.4% 83,242 $11.6M
Simon Quick Advisors, LLC 0.52% Add +0.8% 82,905 $11.5M
Stillwater Capital Advisors, LLC 1.27% Reduce 0.0% 81,054 $11.3M
Prudent Investors Network, Inc. 2.73% Add +5.3% 79,983 $11.1M
Keybank National Association 0.04% Add +25.3% 79,860 $11.1M
Lowe Brockenbrough & Co. Inc. 0.55% Add +6.7% 76,870 $10.7M
Parkside Investments, LLC 1.33% Reduce -15.4% 76,392 $10.6M
WBH Advisory Inc. 0.80% Reduce -2.4% 74,957 $10.4M
Petredis Investment Advisors LLC 0.83% Add +1.6% 74,627 $10.4M
Vickerman Investment Advisors, Inc. 2.10% Add +2.9% 74,598 $10.4M
J. Goldman & Co LP 0.39% New 73,664 $10.3M
CMH Wealth Management LLC 2.14% Add +56.6% 72,144 $10.0M
AlphaCore Capital LLC 0.34% Reduce -2.3% 72,046 $10.0M
Frisch Financial Group, Inc. 2.31% Reduce -1.8% 71,466 $9.9M
Integrated Wealth Concepts LLC 0.09% Add +6.8% 70,628 $9.8M
Heirloom Wealth Management 2.37% New 70,549 $9.8M
Integrated Advisors Network LLC 0.41% Add +2.9% 70,515 $9.8M
Arkadios Wealth Advisors 0.24% Add +0.1% 69,557 $9.7M
Premier Path Wealth Partners, LLC 1.24% Reduce -3.9% 69,375 $9.7M
Eagle Wealth Strategies LLC 4.69% Add +2.6% 67,664 $9.4M
Tocqueville Asset Management L.P. 0.14% Reduce -1.1% 67,532 $9.4M
Sender Co & Partners, Inc. 3.63% Add +94.4% 67,354 $9.4M
Mfa Wealth Advisors, LLC 2.04% Add +4.6% 67,237 $9.4M
Hobart Private Capital, LLC 1.95% Add +4.0% 67,067 $9.3M
Innealta Capital, LLC 4.65% Reduce -7.6% 66,870 $9.3M
Howard Capital Management Group, LLC 0.59% Add +19.4% 66,805 $9.3M
Lebenthal Global Advisors, LLC 1.63% Add +118.8% 66,792 $9.3M
Atria Investments, Inc 0.11% Reduce -33.9% 66,522 $9.3M
High Note Wealth, LLC 1.82% Reduce -12.4% 65,006 $9.0M
Arvest Investments, Inc. 1.29% Add +14.6% 64,633 $9.0M
Winthrop Capital Management, LLC 2.17% Add +2.4% 64,419 $9.0M
Cerity Partners LLC 0.01% Reduce -2.8% 64,335 $9.0M
Martin & Co. Inc. 1.58% Add +0.6% 63,698 $8.9M
Global Endowment Management, LP 1.10% Reduce -2.8% 63,294 $8.8M
First Merchants Corp. 0.33% Reduce -5.0% 62,615 $8.7M
&partners 0.06% Reduce -9.1% 62,002 $8.6M
Gladstone Institutional Advisory LLC 0.33% Reduce -2.3% 60,950 $8.5M
Pathstone Holdings, LLC 0.03% Reduce -8.0% 60,867 $8.5M
Compass Wealth Management, LLC 3.71% Add +8.7% 60,202 $8.4M
Sage Capital Advisors,llc 1.98% Reduce -0.2% 59,929 $8.3M
Prestige Wealth Management Group LLC 1.60% Reduce -2.1% 59,576 $8.3M
WESPAC Advisors SoCal, LLC 1.68% Reduce -27.1% 59,399 $8.3M
Trans-Canada Capital Inc. 0.50% New 58,927 $8.2M
Cercano Management LLC 0.31% Reduce -83.6% 58,840 $8.2M
Constitution Capital LLC 3.79% Reduce -2.3% 58,214 $8.1M
Pachira Investments Inc. 4.49% Add +1.8% 57,360 $8.0M
Signal Advisors Wealth, LLC 0.72% Add +73.2% 57,289 $8.0M
Quantinno Capital Management LP 0.02% Add +58.6% 57,258 $8.0M
Virtu Financial LLC 0.44% New 56,857 $7.9M
Orange Investment Advisors, Inc. 0.82% Add +4.6% 56,545 $7.9M
Capital Insight Partners, LLC 1.29% Reduce -7.3% 56,191 $7.8M
Alliancebernstein L.P. 0.00% Add +536.6% 56,184 $7.8M
Federation des caisses Desjardins du Quebec 0.03% Add +50.4% 55,810 $7.8M
Provident Co of the Employees of the Hebrew University LTD 7.71% Reduce -11.5% 55,635 $7.7M
Founders Financial Securities LLC 0.52% Add +36.8% 54,984 $7.7M
Advisory Services Network, LLC 0.11% Add +11.2% 54,495 $7.6M
Waverly Advisors, LLC 0.08% Reduce -4.7% 54,429 $7.6M
Fifth Third Securities, Inc. 0.52% Reduce -31.4% 54,187 $7.5M
Forbes J M & Co. LLP 0.63% No change 54,169 $7.5M
Bank Hapoalim BM 0.97% Reduce -67.3% 54,003 $7.5M
Woodmont Investment Counsel LLC 0.49% Reduce -4.6% 53,648 $7.5M
Volterra Technologies LP 4.89% New 52,967 $7.4M
Horizon Investments, LLC 0.10% Add +46.2% 52,946 $7.4M
Scotia Capital Inc. 0.03% Reduce -45.0% 52,254 $7.3M
TCV Trust & Wealth Management, Inc. 0.60% Add +8.3% 51,562 $7.2M
Hancock Whitney Corp. 0.13% Add +1.3% 51,480 $7.2M
Keebeck Wealth Management 0.84% Reduce -5.8% 51,063 $7.1M
Western Wealth Management, LLC 0.37% Reduce -2.6% 50,117 $7.0M
Natixis 0.04% No change 50,000 $7.0M
Allred Capital Management, LLC 2.40% Reduce -1.6% 49,623 $6.9M
IFP Advisors, Inc 0.18% Add +74.8% 49,121 $6.8M
Centaurus Financial, Inc. 0.32% Add +7.7% 48,955 $6.8M
Coastal Bridge Advisors, LLC 0.51% Reduce -21.6% 48,202 $6.7M
Stratos Wealth Partners, LTD. 0.08% Reduce -5.4% 47,858 $6.7M
Liberty One Investment Management, LLC 0.37% Reduce -1.9% 47,857 $6.7M
Tritonpoint Wealth, LLC 0.57% Reduce -11.1% 47,633 $6.6M
Parallax Volatility Advisers, L.P. 0.22% Add +92.8% 47,460 $6.6M
Wela Strategies, Inc. 2.50% Add +13.7% 47,290 $6.6M
WCG Wealth Advisors LLC 0.41% Reduce -9.0% 47,016 $6.5M
Evercore Wealth Management, LLC 0.10% Reduce -21.3% 46,795 $6.5M
Annex Advisory Services, LLC 0.14% Reduce -2.5% 46,522 $6.5M
Baltimore-Washington Financial Advisors, Inc. 0.28% Reduce -55.4% 46,488 $6.5M
Sigma Planning Corp 0.18% Reduce -0.9% 45,689 $6.4M
Essex LLC 1.14% Add +8.7% 45,041 $6.3M
Exchange Traded Concepts, LLC 0.06% Reduce -16.1% 45,000 $6.3M
Patten & Patten Inc. 0.36% Reduce -0.4% 44,136 $6.1M
Credit Agricole S A 0.02% — 43,683 $6.1M
Keystone Global Partners, LLC 3.07% Add +9.6% 43,325 $6.0M
Prime Capital Investment Advisors, LLC 0.08% Reduce -0.9% 43,207 $6.0M
Provida Pension Fund Administrator 0.10% Reduce -48.7% 43,085 $6.0M
Balyasny Asset Management L.P. 0.01% Reduce -71.7% 43,012 $6.0M
Strategic Financial Concepts, LLC 0.87% Add +3.7% 42,930 $6.0M
Orion Porfolio Solutions, LLC 0.05% Reduce -1.7% 42,909 $6.0M
Kennicott Capital Management LLC 2.85% Add +3.9% 42,365 $5.9M
CI Investments Inc. 0.02% New 42,000 $5.8M
Foronjy Financial LLC 2.55% Reduce -9.6% 41,851 $5.8M
One Wealth Map LLC 3.04% Reduce -0.2% 38,861 $5.7M
Busey Bank 0.16% Reduce -0.1% 40,900 $5.7M
Sharper & Granite LLC 2.03% Reduce -14.9% 40,730 $5.7M
Bonfire Financial 4.34% Add +2.0% 40,621 $5.7M
Financial Freedom, LLC 2.81% Reduce -0.3% 40,527 $5.6M
Simmons Bank 0.37% Reduce -0.3% 40,011 $5.6M
Toth Financial Advisory Corp. 0.60% Add +11.3% 39,789 $5.5M
Granite Harbor Advisors, Inc. 2.30% Add +1.7% 39,359 $5.5M
Compton Financial Group, LLC 1.32% Add +3.7% 39,340 $5.5M
Pinnacle Associates Ltd. 0.07% Reduce -6.6% 38,907 $5.4M
Econ Financial Services Corp 2.68% Add +7.0% 38,627 $5.4M
Wolverine Trading, LLC 0.11% Add +252.5% 39,486 $5.4M
BigSur Wealth Management LLC 1.31% Reduce -5.0% 38,360 $5.3M
Venturi Wealth Management, LLC 0.25% Add +5.1% 38,204 $5.3M
Transcend Capital Advisors, LLC 0.37% Reduce -24.5% 37,804 $5.3M
Foundations Investment Advisors, LLC 0.08% Add +27.0% 37,699 $5.2M
Chemung Canal Trust Co. 1.04% Reduce -21.3% 37,470 $5.2M
Sepio Capital, LP 0.31% Reduce -1.2% 37,200 $5.2M
Stockman Wealth Management, Inc. 0.64% Add +6.7% 37,134 $5.2M
5th Street Advisors, LLC 2.55% Add +7.2% 37,068 $5.2M
Cary Street Partners Financial LLC 0.13% Reduce -12.1% 36,887 $5.1M
Ilmarinen Mutual Pension Insurance Co 0.04% New 36,515 $5.1M
Algorithmic Investment Models, LLC 3.37% New 36,510 $5.1M
Independent Financial Group, LLC 0.12% Reduce -18.7% 36,452 $5.1M
Jane Street Group, LLC 0.01% Reduce -2.3% 36,300 $5.1M
U.S. Capital Wealth Advisors, LLC 0.14% Reduce -1.1% 36,045 $5.0M
Banco Santander, S.A. 0.04% Reduce -17.8% 36,013 $5.0M
Cooksen Wealth, LLC 3.73% Add +9.1% 35,943 $5.0M
Robertson Stephens Wealth Management, LLC 0.15% Reduce -0.7% 35,828 $5.0M
Marshall Wace, LLP 0.01% Reduce -22.9% 35,828 $5.0M
Private Wealth Advisors, LLC 1.88% Add +38.4% 35,808 $5.0M
Commerce Bank 0.03% Reduce -9.7% 35,560 $4.9M
Magnus Financial Group LLC 0.39% Reduce -2.3% 35,557 $4.9M
Fiduciary Group, LLC 0.43% Add +4.4% 35,085 $4.9M
Intrua Financial, LLC 0.57% Reduce -39.3% 34,975 $4.9M
Modus Advisors, LLC 1.32% Reduce -15.1% 34,836 $4.8M
Mill Creek Capital Advisors, LLC 0.10% Add +0.4% 34,806 $4.8M
Choate Investment Advisors 0.10% Reduce -1.8% 34,624 $4.8M
Apexium Financial, LP 0.23% Reduce -5.9% 34,252 $4.8M
Nvwm, LLC 1.07% Add +6.6% 34,158 $4.8M
Lyell Wealth Management, LP 0.35% Reduce -4.1% 34,145 $4.8M
Sowell Financial Services LLC 0.18% Reduce -0.3% 33,947 $4.7M
Sound View Wealth Advisors Group, LLC 0.32% Reduce -39.2% 33,670 $4.7M
Stephens Inc. 0.06% Reduce -21.5% 33,596 $4.7M
Level Four Advisory Services, LLC 0.16% Reduce -39.5% 33,386 $4.6M
Sig Brokerage, LP 1.17% Add +232.5% 33,250 $4.6M
Pallas Capital Advisors LLC 0.17% Reduce -0.6% 33,187 $4.6M
Deltec Asset Management LLC 0.76% Reduce -8.1% 33,110 $4.6M
Westside Investment Management, Inc. 0.73% Reduce -0.5% 32,618 $4.6M
Midwest Trust Co 0.06% Reduce -1.4% 32,442 $4.5M
Bleakley Financial Group, LLC 0.10% Add +2.0% 32,346 $4.5M
Courier Capital LLC 0.25% Reduce -2.9% 31,873 $4.4M
Delos Wealth Advisors, LLC 2.99% Add +14.4% 31,835 $4.4M
Beacon Pointe Advisors, LLC 0.04% Reduce -17.9% 31,371 $4.4M
Fourth Dimension Wealth, LLC 1.65% Add +7.3% 31,123 $4.3M
Thor Trading Advisors, LLC 2.18% Add +23.2% 30,823 $4.3M
First Trust Advisors LP 0.00% Reduce -38.1% 30,789 $4.3M
Herbst Group, LLC 2.65% Add +58.6% 30,668 $4.3M
Brown Brothers Harriman & Co. 0.03% Reduce -0.2% 30,643 $4.3M
Twin Focus Capital Partners, LLC 0.54% Reduce -3.5% 30,441 $4.2M
FPC Investment Advisory, Inc. 2.53% Add +0.2% 30,266 $4.2M
Vaughan David Investments LLC 0.09% Add +5.1% 30,266 $4.2M
Summit Financial, LLC 0.06% Add +41.2% 30,165 $4.2M
Flagship Harbor Advisors, LLC 0.18% Reduce -15.1% 30,139 $4.2M
CreativeOne Wealth, LLC 0.10% Add +29.9% 29,942 $4.2M
Leicht Financial Planning & Wealth Management, Inc. 1.88% Add +0.5% 29,923 $4.2M
Bank of New York Mellon Corp 0.00% Reduce -11.3% 29,912 $4.2M
Certuity, LLC 0.28% Reduce -0.5% 29,729 $4.1M
Summit Trail Advisors, LLC 0.06% Reduce -58.5% 29,723 $4.1M
HB Wealth Management, LLC 0.03% Add +76.5% 29,577 $4.1M
Wealthfront Advisers LLC 0.01% Add +6.6% 29,514 $4.1M
Synovus Financial Corp. 0.05% Reduce -0.4% 29,331 $4.1M
Calton & Associates, Inc. 0.61% Add +3.2% 29,256 $4.1M
Allworth Financial LP 0.02% Reduce -8.6% 28,892 $4.0M
Adams Wealth Management 0.85% Reduce -48.0% 28,428 $4.0M
CacheTech Inc. 0.80% Reduce -48.0% 28,428 $4.0M
GeoWealth Management, LLC 0.14% Reduce -5.6% 28,359 $3.9M
Kestra Private Wealth Services, LLC 0.05% Reduce -5.5% 28,314 $3.9M
Hilltop Holdings Inc. 0.21% Reduce -8.0% 28,290 $3.9M
Procyon Advisors, LLC 0.23% Reduce -10.3% 28,254 $3.9M
Susquehanna International Group, LLP 0.01% Reduce -84.4% 28,227 $3.9M
10Elms LLP 4.05% Add +0.8% 28,159 $3.9M
Crew Capital Management, Ltd 2.62% Add +1.8% 28,038 $3.9M
Sequoia Financial Advisors, LLC 0.02% Add +0.2% 27,996 $3.9M
Dorsey & Whitney Trust CO LLC 0.20% Reduce -2.7% 27,551 $3.8M
Merit Financial Group, LLC 0.04% Reduce -28.4% 27,517 $3.8M
XTX Topco Ltd 0.20% Add +428.8% 27,495 $3.8M
PFG Advisors 0.16% Add +24.1% 27,486 $3.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -11.1% 27,725 $3.8M
Glenmede Investment Management, LP 0.02% Reduce -10.0% 27,248 $3.8M
Meridian Wealth Management, LLC 0.14% Add +0.0% 27,039 $3.8M
Focus Financial Network, Inc. 0.13% Reduce -3.8% 26,927 $3.7M
Cresset Asset Management, LLC 0.02% Add +1.6% 26,892 $3.7M
Benedict Financial Advisors Inc. 0.81% Reduce -3.4% 26,858 $3.7M
Embree Financial Group 0.50% Reduce -24.1% 26,806 $3.7M
Riverpoint Wealth Management Holdings, LLC 0.81% Reduce -2.1% 26,641 $3.7M
Bfsg, LLC 0.36% Reduce -2.4% 26,463 $3.7M
Gateway Wealth Partners, LLC 0.49% Add +19.8% 26,267 $3.7M
Victory Financial Group, LLC 0.50% Add +34.3% 26,144 $3.6M
First Horizon Corp. 0.17% — 26,183 $3.6M
Benjamin Edwards Inc. 0.04% Reduce -8.1% 26,161 $3.6M
Dynamic Advisor Solutions LLC 0.10% Add +35.7% 25,863 $3.6M
Mutual Advisors, LLC 0.08% Reduce -17.8% 24,601 $3.6M
Brandywine Oak Private Wealth LLC 0.31% Reduce -5.8% 25,775 $3.6M
Colton Groome Financial Advisors, LLC 1.09% Reduce -4.7% 25,577 $3.6M
Wealthedge Investment Advisors, LLC 1.34% Add +61.9% 25,514 $3.6M
Nelson Capital Management, LLC 0.42% Add +2.5% 25,210 $3.5M
Bay Rivers Group 1.47% Add +1.1% 25,130 $3.5M
LM Advisors LLC 0.50% Add +1.3% 25,005 $3.5M
Nwi Management LP 0.34% No change 25,000 $3.5M
Fortis Group Advisors, LLC 0.60% Add +19335.5% 24,100 $3.5M
World Investment Advisors 0.07% Reduce -6.0% 24,553 $3.4M
New England Private Wealth Advisors LLC 0.45% Add +0.2% 24,389 $3.4M
Bullseye Investment Management, LLC 2.16% No change 23,180 $3.4M
Bessemer Group Inc. 0.01% Reduce -8.1% 24,209 $3.4M
Darwin Wealth Management, LLC 1.07% Add +14.4% 24,204 $3.4M
Natixis Advisors, LLC 0.00% Reduce -6.4% 24,113 $3.4M
Harbour Investments, Inc. 0.08% Reduce -38.2% 23,980 $3.3M
Jackson, Grant Investment Advisers, Inc. 1.11% Add +0.3% 23,930 $3.3M
Syon Capital LLC 0.18% Reduce -20.0% 23,854 $3.3M
RFG Advisory, LLC 0.07% Reduce -63.0% 23,670 $3.3M
Laraway Financial Advisors Inc 2.23% Reduce -0.0% 23,468 $3.3M
Centric Wealth Management 0.72% Add +731.6% 22,529 $3.2M
First Financial Bank - Trust Division 0.28% Add +4.0% 23,310 $3.2M
Atlantic Union Bankshares Corp 0.06% Add +16.8% 23,185 $3.2M
Maxele Advisors, LLC 2.77% Reduce -0.7% 23,093 $3.2M
WT Wealth Management 0.92% Reduce -1.5% 23,051 $3.2M
Choreo, LLC 0.04% Add +6.2% 23,051 $3.2M
Gotham Asset Management 0.01% Add +70.7% 22,930 $3.2M
Belpointe Asset Management LLC 0.12% Reduce -7.5% 22,907 $3.2M
Harrell Investment Partners, LLC 0.75% Reduce -23.6% 22,885 $3.2M
Mechanics Bank Trust Department 0.45% Reduce -11.9% 22,882 $3.2M
Bartlett & Co. Wealth Management LLC 0.04% Add +12.5% 22,727 $3.2M
AMG National Trust Bank 0.08% Reduce -0.3% 22,688 $3.2M
Rockingstone Advisors LLC 1.55% Reduce -3.1% 22,594 $3.1M
Ferguson Wellman Capital Management, Inc. 0.05% Reduce -11.3% 22,509 $3.1M
Ausdal Financial Partners, Inc. 0.15% Add +182.6% 22,445 $3.1M
CIBC Bancorp USA Inc. 0.02% — 22,400 $3.1M
D.A. Davidson & Co. 0.02% Add +19.2% 22,307 $3.1M
MTM Investment Management, LLC 0.98% Reduce -0.7% 22,130 $3.1M
Himension Capital (singapore) Pte. LTD. 0.19% Add +0.9% 22,122 $3.1M
CTC Alternative Strategies, Ltd. 4.93% New 21,955 $3.1M
Sentinel Trust Co. Lba 0.31% Reduce -10.7% 21,807 $3.0M
Capstone Wealth Management Group LLC 1.94% Reduce -5.8% 21,798 $3.0M
Farmers & Merchants Trust Co of Chambersburg PA 0.86% Add +14.6% 21,768 $3.0M
Tandem Investment Partners LLC 2.49% Add +1.3% 21,760 $3.0M
Associated Banc-Corp 0.08% Reduce -3.5% 21,696 $3.0M
Whittier Trust Co. of Nevada Inc. 0.06% Reduce -9.7% 20,806 $3.0M
TruWealth Advisors, LLC 0.15% Reduce -16.0% 21,588 $3.0M
CWC Advisors, LLC. 1.47% Add +3.9% 21,542 $3.0M
IMC-Chicago, LLC 0.05% Reduce -22.4% 21,390 $3.0M
NorthRock Partners, LLC 0.05% Add +408.7% 21,389 $3.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +40.0% 21,380 $3.0M
Flagship Private Wealth, LLC 1.19% Reduce -4.6% 21,360 $3.0M
James Investment Research, Inc. 0.32% Reduce -2.7% 21,272 $3.0M
Envision Financial Planning, LLC 1.25% Add +2.4% 21,239 $3.0M
Brookstone Capital Management 0.04% Reduce -54.7% 21,205 $3.0M
Haverford Trust Co 0.03% Reduce -20.5% 21,204 $3.0M
Capital Investment Advisory Services, LLC 0.23% Reduce -3.9% 21,158 $2.9M
Marex Group Ltd 0.04% Add +5.5% 21,130 $2.9M
Milestones Private Investment Advisors LLC 2.01% Add +0.6% 21,122 $2.9M
Banco BTG Pactual S.A. 0.43% Add +24.3% 21,108 $2.9M
Theory Financial LLC 1.03% New 20,270 $2.9M
Massachusetts Wealth Management 1.46% Add +6.3% 21,084 $2.9M
One Charles Private Wealth Services, LLC 0.77% Add +1.0% 21,038 $2.9M
Global Retirement Partners, LLC 0.07% Reduce -15.2% 20,994 $2.9M
First National Bank of Hutchinson 1.54% No change 20,927 $2.9M
WealthCare Investment Partners, LLC 0.94% Reduce -22.6% 20,279 $2.9M
Transamerica Financial Advisors, LLC 0.24% Add +3.6% 20,845 $2.9M
MontVue Capital Management, Inc. 1.94% Reduce -1.1% 20,823 $2.9M
IFG Advisory, LLC 0.13% Reduce -15.2% 20,799 $2.9M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -52.9% 20,667 $2.9M
Principle Wealth Partners LLC 0.17% Add +8.0% 20,425 $2.8M
Apollon Wealth Management, LLC 0.05% Add +36.6% 20,356 $2.8M
Insigneo Advisory Services, LLC 0.20% Add +18.8% 20,328 $2.8M
Leuthold Group, LLC 0.31% Reduce -5.9% 20,300 $2.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.07% Reduce -0.4% 20,293 $2.8M
CoreCap Advisors, LLC 0.10% Add +13.3% 20,291 $2.8M
M&T Bank Corp 0.01% Reduce -5.7% 20,290 $2.8M
Marion Wealth Management 0.67% Add +1.1% 20,289 $2.8M
Providence First Trust Co 0.98% Reduce -0.7% 20,285 $2.8M
Mgo One Seven LLC 0.07% Add +26.7% 20,263 $2.8M
Soltis Investment Advisors LLC 0.20% Reduce -2.1% 20,262 $2.8M
Empowered Funds, LLC 0.03% Add +29.8% 20,160 $2.8M
Butensky & Cohen Financial Security, Inc. 0.78% Add +4.6% 20,059 $2.8M
HRT Financial LP 0.01% New 19,998 $2.8M
PCG Asset Management, LLC 2.23% Add +0.8% 19,986 $2.8M
Circle Wealth Management, LLC 0.05% Add +10.3% 19,953 $2.8M
Zullo Investment Group, Inc. 1.01% Add +1.5% 19,686 $2.7M
New Wave Wealth Advisors LLC 1.07% Add +2.7% 19,671 $2.7M
Bank of Marin 1.94% Reduce -2.0% 19,670 $2.7M
Elevation Point Wealth Partners, LLC 0.19% Reduce -16.7% 19,623 $2.7M
Chesapeake Wealth Management 0.83% Add +1.9% 19,547 $2.7M
Cinctive Capital Management LP 0.14% Add +74.1% 19,545 $2.7M
Badgley Phelps Wealth Managers, LLC 0.06% Reduce -0.1% 19,483 $2.7M
One Day In July LLC 0.23% Reduce -0.3% 19,451 $2.7M
Johnson Investment Counsel Inc. 0.02% Reduce -4.0% 19,392 $2.7M
United Asset Strategies, Inc. 0.22% Reduce -0.4% 19,382 $2.7M
JFS Wealth Advisors, LLC 0.16% Add +1.4% 19,204 $2.7M
Crestwood Advisors Group, LLC 0.05% Reduce -13.7% 19,200 $2.7M
CMG Global Holdings, LLC 1.31% Add +20.6% 18,742 $2.7M
United Bank 0.92% Add +0.0% 19,118 $2.7M
3EDGE Asset Management, LP 0.15% Add +10.8% 19,301 $2.6M
Hansen & Associates Financial Group, Inc. 1.10% New 17,422 $2.6M
Knollwood Investment Advisory, LLC 0.24% No change 18,830 $2.6M
St Germain D J Co. Inc. 0.10% Reduce -46.2% 18,718 $2.6M
ARS Investment Partners, LLC 0.17% Add +18.0% 18,677 $2.6M
Interactive Financial Advisors, Inc. 1.40% Reduce -17.9% 18,626 $2.6M
Next Capital Management LLC 0.86% Reduce -15.4% 18,581 $2.6M
Boltwood Capital Management 0.69% Add +2.9% 18,539 $2.6M
Meridian Investment Counsel Inc. 0.64% No change 18,505 $2.6M
Cresta Advisors, Ltd. 1.15% Add +8.9% 18,490 $2.6M
MSH Capital Advisors LLC 0.68% Add +43.0% 18,361 $2.6M
Joseph P. Lucia & Associates, LLC 0.96% Reduce -3.6% 18,296 $2.5M
Prospect Financial Services LLC 1.46% Reduce -11.9% 18,292 $2.5M
Trust Co 0.26% Reduce -1.5% 18,079 $2.5M
Weatherly Asset Management L. P. 0.21% Add +5.6% 18,051 $2.5M
Sierra Capital LLC 0.27% No change 17,911 $2.5M
Pinnacle Wealth Management Group, Inc. 1.27% Add +10.3% 17,818 $2.5M
Wealthcare Advisory Partners LLC 0.05% Reduce -18.1% 17,817 $2.5M
Kovack Advisors, Inc. 0.23% Reduce -5.7% 17,787 $2.5M
Fluent Financial, LLC 0.97% Reduce -13.7% 17,769 $2.5M
NewEdge Wealth, LLC 0.04% Reduce -0.5% 16,954 $2.5M
Wealthspire Advisors, LLC 0.01% Reduce -40.0% 17,694 $2.5M
Nwam LLC 0.13% Add +22.0% 17,006 $2.5M
Wedbush Securities Inc. 0.08% Add +2.3% 17,674 $2.5M
Everstar Asset Management, LLC 1.39% Reduce -13.6% 17,564 $2.4M
Stratos Wealth Advisors, LLC 0.12% Reduce -4.9% 17,539 $2.4M
Pine Valley Investments Ltd Liability Co 0.13% Add +64.8% 17,519 $2.4M
HBW Advisory Services LLC 0.27% Add +0.1% 17,458 $2.4M
Tiaa Trust, National Association 0.01% Reduce -8.8% 17,422 $2.4M
Helium Advisors LLC 2.02% Reduce -22.2% 17,364 $2.4M
Future Financial Wealth Managment LLC 1.52% Add +11.0% 17,335 $2.4M
McGuire Investment Group, LLC 0.27% Reduce -0.6% 17,325 $2.4M
Cullen/Frost Bankers, Inc. 0.03% Reduce -5.1% 17,216 $2.4M
Aventus Investment Advisors, Inc. 2.03% Reduce -1.3% 17,144 $2.4M
Avalon Trust Co 0.15% Add +6.7% 17,073 $2.4M
Horizon Financial Services, LLC 1.13% Reduce -11.6% 16,999 $2.4M
AlTi Global, Inc. 0.06% Reduce -56.9% 16,875 $2.3M
Nations Financial Group Inc, /Ia/ 0.14% Reduce -5.9% 16,686 $2.3M
Quattro Financial Advisors LLC 0.73% Add +23.0% 16,679 $2.3M
Columbus Macro, LLC 0.26% Reduce -2.4% 16,646 $2.3M
Fairvoy Private Wealth, LLC 0.53% Reduce -11.0% 16,580 $2.3M
Money Concepts Capital Corp. 0.14% Reduce -25.7% 16,406 $2.3M
JSF Financial, LLC 0.51% Add +3.2% 16,378 $2.3M
Rockport Wealth LLC 0.46% Reduce -13.0% 16,204 $2.3M
RiverGlades Family Offices LLC 1.38% Reduce -3.8% 16,181 $2.3M
MBA Advisors LLC 0.96% Add +2.0% 16,166 $2.2M
AQR Capital Management 0.00% Add +26.3% 16,067 $2.2M
MV Capital Management, Inc. 0.21% Reduce -35.3% 15,983 $2.2M
Salem Investment Counselors Inc. 0.06% Add +1.1% 15,974 $2.2M
Red Crane Wealth Management, LLC 1.87% Add +6.5% 15,910 $2.2M
Edgestream Partners, L.P. 0.06% Reduce -28.6% 15,726 $2.2M
Wilson & Boucher Capital Management, LLC 1.44% Reduce -8.1% 15,714 $2.2M
EPG Wealth Management LLC 0.60% Reduce -3.7% 15,684 $2.2M
Moulton Wealth Management, Inc. 1.59% Add +37.1% 15,680 $2.2M
Kanawha Capital Management LLC 0.15% Reduce -0.5% 15,600 $2.2M
Pettinga Financial Advisors LLC 0.42% Add +26.9% 15,446 $2.1M
Jacobi Capital Management LLC 0.13% Add +1.0% 15,438 $2.1M
Sfmg, LLC 0.15% Reduce -0.1% 15,380 $2.1M
Cushing Capital Partners, LLC 1.67% Add +9.7% 15,325 $2.1M
Colony Family Offices, LLC 0.55% No change 15,318 $2.1M
Capital Investment Counsel, Inc 0.26% Reduce -2.3% 15,277 $2.1M
Verus Capital Partners, LLC 0.16% Reduce -2.1% 15,242 $2.1M
Windsor Capital Management, LLC 0.58% Add +0.9% 15,169 $2.1M
Great Valley Advisor Group, Inc. 0.04% Reduce -15.6% 15,090 $2.1M
Crews Bank & Trust 0.31% Reduce -1.6% 15,048 $2.1M
J. Team Financial, Inc. 2.12% — 15,028 $2.1M
WealthPLAN Partners, LLC 0.31% Reduce -8.3% 15,007 $2.1M
Bayesian Capital Management, LP 0.43% Reduce -71.5% 14,967 $2.1M
SteelPeak Wealth, LLC 0.07% Add +20.7% 14,898 $2.1M
Moneco Advisors, LLC 0.17% Reduce -10.1% 14,835 $2.1M
Advisory Resource Group 0.37% Add +7.1% 14,811 $2.1M
Berger Financial Group, Inc 0.12% Reduce -1.5% 14,807 $2.1M
Ieq Capital, LLC 0.01% Add +6.4% 14,727 $2.0M
Citizens Financial Group Inc. 0.03% Reduce -16.4% 14,635 $2.0M
Advyzon Investment Management, LLC 0.35% Add +11.6% 14,605 $2.0M
Asset Allocation Strategies LLC 0.40% Reduce -28.1% 14,540 $2.0M
Element Pointe Advisors, LLC 0.43% Reduce -86.1% 14,521 $2.0M
Relyea Zuckerberg Hanson LLC 0.21% Add +31.3% 14,516 $2.0M
Regal Investment Advisors LLC 0.13% Add +5.0% 14,467 $2.0M
Proffitt & Goodson Inc. 0.29% Add +1.1% 14,399 $2.0M
Brown Advisory Inc. 0.00% Add +11.2% 14,380 $2.0M
Highland Capital Management, LLC 0.10% Add +6.4% 14,337 $2.0M
Jackson Hole Capital Partners, LLC 0.34% Add +0.1% 14,165 $2.0M
Principal Financial Group Inc. 0.00% New 14,068 $2.0M
Strategic Blueprint, LLC 0.09% Reduce -5.6% 14,057 $2.0M
Bedell Frazier Investment Counselling, LLC 0.40% Reduce -67.2% 14,019 $2.0M
Fore Capital, LLC 4.93% New 14,000 $1.9M
SFG Wealth Management, LLC. 0.84% Reduce -80.9% 13,963 $1.9M
Access Financial Services, Inc. 0.70% Reduce -2.2% 13,952 $1.9M
Cypress Capital Group 0.23% No change 13,918 $1.9M
Chemistry Wealth Management LLC 0.37% Add +1.8% 13,915 $1.9M
CIBC Private Wealth Group LLC 0.00% Reduce -6.5% 13,843 $1.9M
International Assets Investment Management, LLC 0.15% No change 14,031 $1.9M
Syntax Research, Inc. 1.23% New 13,716 $1.9M
Okabena Investment Services Inc. 0.37% Add +2.2% 13,683 $1.9M
First Bancorp, Inc 1.01% No change 13,660 $1.9M
FNY Investment Advisers, LLC 0.63% Add +157.6% 13,646 $1.9M
Clear Creek Financial Management, LLC 0.16% Reduce -18.8% 13,640 $1.9M
Caxton Associates LLP 0.05% Add +35.1% 13,523 $1.9M
Morton Community Bank 0.43% Add +23.4% 13,017 $1.9M
Ameritas Advisory Services, LLC 0.12% Reduce -9.2% 13,285 $1.8M
Collier Financial 1.39% — 13,269 $1.8M
PFG Investments, LLC 0.10% Add +1.5% 13,209 $1.8M
Purus Wealth Management, LLC 0.59% Reduce -1.4% 13,186 $1.8M
Donald L. Hagan, LLC 0.90% Add +41.0% 13,170 $1.8M
Certified Advisory Corp 0.17% Reduce -38.4% 13,092 $1.8M
Csenge Advisory Group 0.09% Reduce -10.9% 12,978 $1.8M
Snowden Capital Advisors LLC 0.05% Reduce -43.1% 12,940 $1.8M
Central Bank & Trust Co. 0.28% Reduce -12.1% 12,828 $1.8M
Prospera Financial Services Inc 0.03% Reduce -10.8% 12,695 $1.8M
Kingstone Capital Partners Texas, LLC 1.02% Add +353.4% 12,655 $1.8M
Advisors Management Group Inc. 0.31% Add +3.3% 12,634 $1.8M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -51.6% 12,601 $1.8M
Montecito Bank & Trust 0.27% — 12,589 $1.8M
WP Advisors, LLC 0.45% Add +0.5% 12,589 $1.8M
LMCG Investments, LLC 0.10% Reduce -7.5% 12,526 $1.7M
Narus Financial Partners, LLC 0.48% Add +6.4% 12,500 $1.7M
St. Johns Investment Management Company, LLC 0.74% Add +4.7% 12,496 $1.7M
Koshinski Asset Management, Inc. 0.12% Reduce -8.2% 12,414 $1.7M
Baker Avenue Asset Management, LP 0.04% Add +3.2% 12,380 $1.7M
Evoke Wealth, LLC 0.04% Reduce -0.2% 12,345 $1.7M
Pictet North America Advisors SA 0.16% Reduce -4.4% 12,279 $1.7M
Sand Hill Global Advisors, LLC 0.06% Reduce -0.4% 12,268 $1.7M
Maridea Wealth Management LLC 0.27% New 11,771 $1.7M
AE Wealth Management LLC 0.01% Reduce -19.2% 12,168 $1.7M
Clarus Wealth Advisors 0.75% Add +4.6% 11,673 $1.7M
AAFMAA Wealth Management & Trust LLC 0.67% Add +3.4% 12,126 $1.7M
Prelude Capital Management, LLC 0.13% New 12,000 $1.7M
Wilmington Savings Fund Society, FSB 0.04% Reduce -34.9% 11,963 $1.7M
Simplicity Wealth,LLC 0.10% Reduce -59.4% 11,873 $1.7M
M3 Advisory Group, LLC 1.03% Add +1.6% 11,873 $1.7M
NorthCoast Asset Management LLC 0.01% Reduce -5.8% 11,829 $1.6M
Realta Investment Advisors 0.55% Add +30.5% 11,816 $1.6M
Plimoth Trust Co. LLC 0.37% Reduce -7.8% 11,678 $1.6M
LBMC Investment Advisors, LLC 0.10% Add +43.1% 11,622 $1.6M
Magnolia Capital Management Ltd. 1.24% Reduce -35.0% 11,585 $1.6M
Turtle Creek Wealth Advisors, LLC 0.14% Add +576.4% 11,465 $1.6M
Perennial Investment Advisors, LLC 0.13% Reduce -16.9% 11,344 $1.6M
Larson Financial Group LLC 0.05% Add +24.6% 11,202 $1.6M
Trifecta Capital Advisors, LLC 0.24% Add +0.0% 11,174 $1.6M
Regions Financial Corp. 0.01% Reduce -5.0% 11,162 $1.6M
Macroview Investment Management LLC 1.16% New 11,140 $1.6M
Stonebridge Financial Planning Group, LLC 0.58% Reduce -27.3% 11,115 $1.5M
Compound Planning, Inc. 0.05% Reduce -12.1% 11,077 $1.5M
Lokken Investment Group LLC 0.53% Add +4.2% 10,997 $1.5M
V2 Financial group LLC 0.84% Add +0.9% 10,932 $1.5M
Janney Capital Management LLC 0.09% Reduce -1.9% 10,893 $1.5M
CWA Asset Management Group, LLC 0.06% Reduce -5.7% 10,839 $1.5M
Sequent Planning LLC 0.42% Add +85.0% 10,759 $1.5M
Brighton Jones LLC 0.04% Add +1.8% 10,745 $1.5M
Arete Wealth Advisors, LLC 0.09% Add +105.2% 10,706 $1.5M
Capula Management Ltd 0.01% New 10,696 $1.5M
Wealthspire Retirement, LLC 0.09% Reduce -0.7% 10,680 $1.5M
Integrity Alliance, Llc. 0.07% Add +3.7% 10,678 $1.5M
Curat Global, LLC 1.39% Reduce -0.2% 10,656 $1.5M
AdvisorNet Financial, Inc 0.08% Reduce -22.9% 10,639 $1.5M
Pacific Wealth Strategies Group, Inc. 0.91% Reduce -1.7% 10,585 $1.5M
Tsfg, LLC 0.23% Reduce -7.3% 10,523 $1.5M
Paragon Capital Management Inc. 1.09% Add +3.5% 10,501 $1.5M
Point Windward Advisors Inc. 0.69% Add +11.9% 10,483 $1.5M
Waldron Private Wealth LLC 0.06% Reduce -2.7% 10,458 $1.5M
Thomasville National Bank 0.09% Add +6.6% 10,365 $1.4M
American Institute for Advanced Investment Management, LLP 0.94% Reduce -3.6% 10,287 $1.4M
Moloney Securities Asset Management, LLC 0.17% Reduce -48.4% 10,174 $1.4M
Redwood Financial Network Corp 0.89% Reduce -12.8% 10,046 $1.4M
SCP Investment, LP 1.12% New 10,000 $1.4M
Vantage Financial Partners, LLC 0.29% Reduce -0.0% 9,999 $1.4M
Apollon Financial, LLC 0.23% Reduce -12.8% 9,879 $1.4M
RMR Wealth Builders 0.11% Reduce -2.6% 9,801 $1.4M
Legacy Advisors, LLC 0.17% — 9,731 $1.4M
Whittier Trust Co. 0.02% Reduce -2.1% 9,342 $1.4M
Caprock Group, LLC 0.03% — 9,833 $1.4M
StoneX Group Inc. 0.06% Reduce -21.5% 9,687 $1.3M
Adamsbrown Wealth Consultants LLC 0.37% Reduce -14.7% 9,657 $1.3M
Leslie Global Wealth, LLC 0.62% New 9,571 $1.3M
Tidemark, LLC 0.39% Add +9.6% 9,507 $1.3M
Gsa Capital Partners LLP 0.11% Add +57.0% 9,438 $1.3M
Dodds Wealth, LLC 0.32% Add +0.7% 9,410 $1.3M
Birchbrook, Inc. 0.68% Reduce -0.5% 9,399 $1.3M
Glenview Trust Co 0.02% Add +1.7% 9,368 $1.3M
Creative Financial Designs Inc. 0.09% Reduce -12.2% 9,344 $1.3M
Comprehensive Wealth Management, LLC 0.92% Add +27.4% 9,339 $1.3M
Axxcess Wealth Management, LLC 0.03% Add +120.0% 9,274 $1.3M
Hudock, Inc. 0.19% Reduce -1.7% 9,211 $1.3M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -13.4% 9,146 $1.3M
Matthew Goff Investment Advisor, LLC 0.22% Add +2.8% 9,140 $1.3M
Midwest Financial Group LLC 0.61% Add +3.2% 9,136 $1.3M
Roberts Wealth Advisors, LLC 0.34% Add +0.1% 9,087 $1.3M
UNIVEST FINANCIAL Corp 0.07% Add +16.4% 9,029 $1.3M
Roman Butler Fullerton & Co. 0.34% Reduce -0.3% 8,722 $1.3M
SOL Capital Management CO 0.11% No change 9,018 $1.3M
Smith Salley Wealth Management 0.06% No change 8,995 $1.3M
1834 Investment Advisors Co. 0.15% Reduce -10.9% 8,988 $1.3M
Avior Wealth Management, LLC 0.04% Reduce -12.2% 8,984 $1.3M
Moors & Cabot, Inc. 0.05% Reduce -4.3% 8,918 $1.2M
LVM Capital Management Ltd. 0.12% Add +5.1% 8,866 $1.2M
Abbot Financial Management, Inc. 0.53% Reduce -0.6% 8,865 $1.2M
Founders Grove Wealth Partners, LLC 0.29% Reduce -30.6% 8,853 $1.2M
Lanark Financial, Inc. 0.10% Add +5.3% 8,846 $1.2M
4WEALTH Advisors, Inc. 1.13% Reduce -2.3% 8,813 $1.2M
Ingalls & Snyder LLC 0.04% Reduce -0.5% 8,775 $1.2M
Bailard, Inc. 0.03% Add +2.5% 8,731 $1.2M
Acima Private Wealth, LLC 0.38% No change 8,715 $1.2M
Brookwood Investment Group LLC 0.16% Add +24.5% 8,700 $1.2M
Diversify Advisory Services, LLC 0.04% Reduce -20.9% 8,376 $1.2M
Global Financial Private Client, LLC 0.43% Reduce -0.8% 8,652 $1.2M
Childress Capital Advisors, LLC 0.22% Reduce -1.9% 8,649 $1.2M
Diligent Investors, LLC 0.30% Reduce -0.6% 8,645 $1.2M
Thrive Capital Management, LLC 0.31% Add +56.2% 8,642 $1.2M
BlueCrest Capital Management Ltd 0.09% No change 8,636 $1.2M
Manhattan West Asset Management, LLC 0.25% Add +1.8% 8,623 $1.2M
Cullen Capital Management, LLC 0.01% Reduce -94.0% 8,610 $1.2M
Crumly & Associates Inc. 0.26% Reduce -6.0% 8,606 $1.2M
DRW Securities, LLC 0.06% Reduce -88.8% 8,555 $1.2M
Ally Invest Advisors Inc. 0.09% Add +16.4% 8,577 $1.2M
Moneta Group Investment Advisors LLC 0.01% Reduce -15.9% 8,548 $1.2M
Yelin Lapidot Holdings Management Ltd. 0.25% No change 8,540 $1.2M
Richard W. Paul & Associates, LLC 0.40% Reduce -5.3% 8,502 $1.2M
Hillcrest Wealth Advisors - NY, LLC 0.53% Reduce -12.4% 8,500 $1.2M
Private Trust Co. NA 0.10% Reduce -8.0% 8,411 $1.2M
Atticus Wealth Management, LLC 0.30% Reduce -2.6% 8,410 $1.2M
Rwa Wealth Partners, LLC 0.01% Add +2.4% 8,401 $1.2M
Ashton Thomas Securities, LLC 0.16% Reduce -27.8% 8,389 $1.2M
Journey Strategic Wealth LLC 0.03% Reduce -11.0% 8,385 $1.2M
Flywheel Private Wealth LLC 0.91% Reduce -3.2% 8,345 $1.2M
Rockland Trust Co. 0.05% Reduce -0.8% 8,330 $1.2M
Vontobel Holding Ltd. 0.00% Add +27.5% 8,312 $1.2M
Ellis Investment Partners, LLC 0.21% Reduce -30.2% 8,280 $1.2M
Birinyi Associates Inc. 0.29% Reduce -10.9% 8,212 $1.1M
17 Capital Partners, LLC 0.62% Add +0.2% 8,201 $1.1M
Blue Chip Partners, LLC 0.09% Reduce -19.5% 8,169 $1.1M
Freedom Investment Management, Inc. 0.30% Reduce -83.7% 8,130 $1.1M
Retirement Planning Group, LLC 0.04% Reduce -27.1% 8,102 $1.1M
Objective Capital Management, LLC 1.16% Add +0.1% 8,067 $1.1M
Byrne Financial Freedom, LLC 0.56% Reduce -18.1% 8,061 $1.1M
Heartwood Wealth Advisors LLC 0.10% Add +2.4% 8,058 $1.1M
Intrepid Financial Planning Group LLC 0.43% Reduce -45.9% 8,033 $1.1M
Occidental Asset Management, LLC 0.14% Add +21.1% 8,033 $1.1M
Ipsen Advisor Group LLC 0.80% Reduce -1.6% 8,002 $1.1M
Cornerstone Wealth Management, LLC 0.06% Reduce -6.0% 7,985 $1.1M
Phillips Wealth Planners LLC 0.92% Reduce -22.8% 7,677 $1.1M
Legacy Financial Strategies, LLC 0.20% Reduce -21.9% 7,895 $1.1M
L.M. Kohn & Company 1.32% Add +18.6% 7,878 $1.1M
Mezzasalma Advisors, LLC 0.28% Reduce -6.7% 7,872 $1.1M
Geneos Wealth Management Inc. 0.03% Reduce -9.3% 7,831 $1.1M
OneAscent Financial Services LLC 0.07% Reduce -7.8% 7,748 $1.1M
BBR Partners, LLC 0.06% Reduce -72.3% 7,721 $1.1M
Uptick Partners, LLC 0.28% Add +5.2% 7,702 $1.1M
Encompass More Asset Management 0.20% Add +33.9% 7,638 $1.1M
Smith, Moore & Co. 0.08% Reduce -6.3% 7,613 $1.1M
Sage Capital Management, LLC 0.48% Add +0.3% 7,613 $1.1M
Financial Advocates Investment Management 0.59% Reduce -52.8% 7,519 $1.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Add +2.8% 7,475 $1.0M
Composition Wealth, LLC 0.02% Reduce -28.1% 7,449 $1.0M
VestGen Advisors, LLC 0.03% Reduce -10.3% 7,354 $1.0M
Golden State Wealth Management, LLC 0.11% Reduce -1.9% 7,300 $1.0M
GPS Wealth Strategies Group, LLC 0.11% Reduce -12.3% 7,258 $1.0M
NBT Bank, N.A. 0.07% Reduce -0.7% 7,256 $1.0M
OneDigital Investment Advisors LLC 0.01% Add +6.7% 7,252 $1.0M
Obsidian Cio, LLC 0.13% Add +3.8% 7,251 $1.0M
KFA Private Wealth Group, LLC 0.29% Reduce -6.1% 7,215 $1.0M
Savant Capital, LLC 0.01% Reduce -0.3% 7,195 $1.0M
Aberdeen Wealth Management LLC 0.62% No change 7,121 $991K
Bristlecone Advisors, LLC 0.08% Add +0.7% 7,109 $989K
Consolidated Portfolio Review Corp 0.12% Reduce -26.6% 7,095 $987K
FineMark National Bank & Trust 0.03% Reduce -15.0% 7,081 $985K
Richardson Financial Services Inc. 0.61% Add +2.1% 7,073 $984K
University of Texas/Texas Am Investment Management Co. 0.14% Add +30.2% 7,042 $980K
Lynx Investment Advisory 0.59% Reduce -21.0% 7,039 $980K
SCS Capital Management LLC 0.01% Reduce -26.1% 7,010 $976K
Delta Capital Management LLC 0.51% No change 7,000 $974K
O'ROURKE & COMPANY, Inc 0.41% Reduce -1.1% 6,989 $973K
Lodestar Private Asset Management LLC 0.10% Reduce -20.6% 6,988 $973K
Cornerstone National Bank & Trust Co 0.39% Reduce -0.2% 6,951 $967K
Pacific Sun Financial Corp 0.47% Add +6.7% 6,949 $967K
Welch Capital Partners LLC 0.20% Reduce -88.9% 6,906 $961K
Cypress Capital Management LLC (WY) 0.96% Reduce -8.0% 6,887 $958K
MKT Advisors LLC 0.36% Reduce -0.9% 6,677 $958K
Novem Group 0.11% New 6,863 $955K
Principal Securities, Inc. 0.02% Reduce -71.6% 6,863 $955K
Quadrant Private Wealth Management, LLC 0.17% Add +14.2% 6,795 $946K
Acorn Financial Advisory Services Inc. 0.14% Add +23.8% 6,780 $944K
Ledyard National Bank 0.08% Reduce -1.4% 6,779 $943K
Betterment LLC 0.00% Add +12.0% 6,748 $939K
Essex Financial Services, Inc. 0.06% Reduce -5.3% 6,723 $936K
Pinnacle Financial Partners Inc 0.02% Reduce -21.3% 6,697 $932K
Milestone Asset Management Group, LLC 0.59% Reduce -0.7% 6,696 $932K
Keystone Financial Group 0.07% Reduce -4.6% 6,641 $924K
Voya Financial Advisors, Inc. 0.09% Add +14.0% 6,795 $923K
Marco Investment Management LLC 0.07% Reduce -3.1% 6,616 $921K
Centennial Bank 0.36% Add +312.9% 6,610 $920K
Interchange Capital Partners, LLC 0.18% Reduce -4.7% 6,591 $917K
Mma Asset Management LLC 0.30% Reduce -9.3% 6,554 $912K
Mission Creek Capital Partners, Inc. 0.18% Add +0.3% 6,528 $909K
Intellectus Partners, LLC 0.17% Add +9.7% 6,491 $903K
Affiance Financial, LLC 0.16% No change 6,475 $901K
Cladis Investment Advisory, LLC 0.51% Reduce -12.0% 6,465 $900K
VCI Wealth Management LLC 0.27% Reduce -15.9% 6,457 $899K
Camelot Technology Advisors, Inc. 0.72% Reduce -0.8% 6,435 $896K
Spinnaker Investment Group, LLC 0.17% Add +10.1% 6,434 $895K
Aptus Capital Advisors, LLC 0.01% Reduce -7.2% 6,430 $895K
EverSource Wealth Advisors, LLC 0.04% Reduce -38.7% 6,422 $894K
Heritage Wealth Advisors 0.04% Add +18.8% 6,396 $890K
Main Street Financial Solutions, LLC 0.06% Add +44.4% 6,381 $888K
Integral Investment Advisors, Inc. 0.24% Add +4.8% 6,356 $885K
Personal Cfo Solutions, LLC 0.16% New 6,355 $884K
Fulcrum Equity Management 0.89% Reduce -0.3% 6,324 $880K
Sherman Asset Management, Inc. 0.76% Add +0.1% 6,323 $880K
McHugh Group, LLC 0.53% No change 6,322 $880K
Tradition Wealth Management, LLC 0.06% Reduce -5.9% 6,278 $874K
Equitable Trust Co. 0.04% Reduce -22.2% 6,227 $867K
NFSG Corp 0.13% Reduce -4.0% 6,210 $864K
Moody LYNN Lieberson & Walker, LLC 0.05% No change 6,201 $863K
Chicago Partners Investment Group LLC 0.02% Add +13.3% 5,866 $853K
Montis Financial, LLC 0.20% New 6,088 $847K
E&G Advisors, LLC 0.20% Add +0.5% 6,080 $846K
Talisman Wealth Advisors LLC 0.70% Reduce -2.3% 6,041 $841K
WASHINGTON TRUST Co 0.03% Reduce -5.0% 5,997 $835K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% New 5,700 $832K
Flagstar Securities, Inc. 0.25% Add +18.6% 5,962 $830K
Condor Capital Management 0.07% Reduce -2.3% 5,952 $828K
Whalerock Point Partners, LLC 0.17% No change 5,933 $826K
Laurel Wealth Advisors LLC 0.12% No change 5,929 $825K
XY Planning Network, Inc. 0.28% No change 6,121 $825K
Providence Capital Advisors, LLC 0.14% Add +8.1% 5,919 $824K
Opinicus Capital, Inc. 0.57% Add +8.5% 5,905 $822K
WealthBridge Capital Management, LLC 0.19% Reduce -33.5% 5,888 $819K
Wesbanco Bank Inc. 0.02% Reduce -9.2% 5,888 $819K
Arrow Financial Corp 0.08% Reduce -9.8% 5,887 $819K
Narwhal Capital Management 0.06% Reduce -10.3% 5,880 $818K
Venture Visionary Partners LLC 0.03% Add +0.9% 5,878 $818K
Sunbelt Securities, Inc. 0.06% Add +25.3% 5,866 $816K
Hollencrest Capital Management 0.03% No change 5,851 $814K
Legacy Private Trust Co. 0.05% Reduce -17.7% 5,848 $814K
Visionary Wealth Advisors 0.04% Reduce -6.2% 5,824 $810K
Franklin Resources Inc. 0.00% Add +1.3% 5,817 $810K
Empower Advisory Group, LLC 0.00% Add +8.4% 5,817 $810K
Exencial Wealth Advisors, LLC 0.03% Add +1.7% 5,777 $804K
Kessler Investment Group, LLC 0.35% Add +594.4% 5,777 $804K
SeaBridge Investment Advisors LLC 0.13% Reduce -33.4% 5,776 $804K
Shum Financial Group, Inc. 0.60% — 5,769 $803K
Medallion Wealth Advisors, LLC 0.28% Reduce -5.0% 5,760 $802K
Burke & Herbert Bank & Trust Co. 0.17% No change 5,755 $801K
Verdence Capital Advisors LLC 0.05% Add +47.7% 5,460 $799K
First Manhattan Co. Llc. 0.00% Add +4.6% 5,733 $798K
First Citizens Financial Corp 0.39% Add +16.4% 5,727 $797K
Cassaday & Co Wealth Management LLC 0.02% Reduce -8.1% 5,721 $796K
Ethos Financial Group, LLC 0.06% Add +0.4% 5,693 $792K
Rehmann Capital Advisory Group 0.04% Reduce -65.1% 5,679 $790K
Acorn Wealth Advisors, LLC 0.25% Add +257.7% 5,677 $790K
Financial Engines Advisors L.L.C. 0.00% Add +4.3% 5,655 $787K
Arlington Trust Co LLC 0.14% No change 5,614 $781K
Pettyjohn, Wood & White, Inc. 0.13% Add +1.8% 5,604 $780K
Kagan Cocozza Asset Management 0.59% Reduce -9.3% 5,603 $780K
Luminist Capital LLC 0.68% Add +14.5% 5,420 $778K
Coordinated Financial Services, Inc. 0.50% Reduce -8.2% 5,578 $776K
Asset Management One Co., Ltd. 0.00% Add +6.5% 5,575 $776K
Chatham Capital Group, Inc. 0.11% Reduce -5.9% 5,564 $774K
Altura Wealth Advisors Inc. 0.37% Reduce -3.9% 5,548 $772K
Kelly Financial Group LLC 0.20% Reduce -15.3% 5,538 $771K
Navis Wealth Advisors, LLC 0.58% Add +0.5% 5,537 $771K
Beaumont Financial Advisors, LLC 0.05% Reduce -8.1% 5,513 $767K
Ssa Swiss Advisors AG 0.36% Add +32.1% 5,508 $767K
Pacific Center for Financial Services 0.19% Reduce -4.2% 5,460 $760K
Ascent Group, LLC 0.03% Reduce -29.0% 5,425 $755K
Agate Pass Investment Management, LLC 0.29% Reduce -16.0% 5,420 $754K
Ranch Capital Advisors Inc. 0.29% Add +0.4% 5,410 $753K
Mission Wealth Management, LP 0.02% Reduce -1.2% 5,410 $753K
JTC Employer Solutions Trustee Ltd 0.06% No change 5,400 $752K
Group One Trading LLC 0.02% Reduce -33.0% 5,398 $751K
Saiph Capital, LLC 0.27% Add +7.0% 5,389 $750K
Ring Mountain Capital, LLC 0.41% Reduce -10.0% 5,374 $748K
Roble, Belko & Company, Inc 0.10% Reduce -13.4% 5,324 $741K
Argent Trust Co 0.03% Reduce -2.9% 5,311 $739K
Cornerstone Advisors, LLC 0.02% Reduce -68.5% 5,300 $738K
SouthState Bank Corp 0.03% Reduce -6.8% 5,297 $737K
First National Trust Co 0.03% Reduce -27.8% 5,252 $731K
FCG Investment Co 0.34% New 5,237 $729K
Platform Technology Partners 0.17% Reduce -8.0% 5,227 $727K
Wealthgarden F.S. LLC 0.52% Reduce -12.0% 5,023 $727K
Endeavor Private Wealth, Inc. 0.22% New 5,223 $727K
Dynamic Wealth Strategies, LLC 0.49% Add +0.1% 5,218 $726K
Investor's Fiduciary Advisor Network, LLC 0.25% Reduce -11.3% 5,221 $726K
GAMCO Investors 0.01% Reduce -12.9% 5,200 $724K
Watts Gwilliam & Co., LLC 0.12% No change 5,199 $724K
M.E. Allison & Co., Inc. 0.50% Add +4.8% 5,185 $722K
Schonfeld Strategic Advisors LLC 0.01% New 5,183 $721K
Verity & Verity, LLC 0.06% New 5,172 $720K
Financial Partners Group, Inc 0.09% Add +7.2% 5,143 $716K
Howe & Rusling Inc. 0.05% Reduce -21.5% 5,143 $716K
DT Investment Partners, LLC 0.06% No change 5,139 $715K
Rovin Capital /Ut/ 0.20% Reduce -36.4% 5,138 $715K
Insight Wealth Partners, LLC 0.32% Add +6.2% 5,122 $713K
APS Management Group, Inc. 0.63% — 5,095 $709K
McAdam, LLC 0.03% Reduce -38.0% 5,061 $704K
LPWM LLC 0.19% Add +1.0% 5,053 $703K
Broyhill Asset Management, LLC 0.61% No change 5,000 $696K
Resurgent Financial Advisors LLC 0.34% Add +92.0% 4,978 $693K
National Philanthropic Trust 0.01% No change 4,959 $690K
World Equity Group, Inc. 0.16% New 4,946 $688K
Aries Wealth Management 0.16% No change 4,894 $681K
First Citizens Bank & Trust Co. 0.01% Reduce -60.4% 4,892 $681K
Everett Harris & Co. 0.01% No change 4,875 $678K
Keel Point, LLC 0.04% Reduce -62.7% 4,871 $678K
NTV Asset Management LLC 0.07% Reduce -32.9% 4,826 $672K
Focus Partners Advisor Solutions, LLC 0.01% Add +26.6% 4,628 $669K
Intelligence Driven Advisers, LLC 0.09% No change 4,800 $668K
Parallel Advisors, LLC 0.01% Reduce -4.0% 4,787 $666K
Alta Wealth Advisors LLC 0.24% Reduce -19.9% 4,784 $666K
Arrowroot Family Office, LLC 0.27% Add +1.4% 4,779 $665K
Florida Financial Advisors, LLC 0.20% Reduce -36.6% 4,727 $658K
Silver Oak Securities, Incorporated 0.05% Reduce -79.3% 4,711 $656K
Connecticut Wealth Management, LLC 0.03% New 4,704 $655K
Bokf, NA 0.01% Add +0.3% 4,686 $652K
True Vision MN LLC 0.34% Reduce -12.6% 4,684 $652K
Independent Advisor Alliance 0.02% Reduce -8.2% 4,683 $652K
Fidelis Capital Partners, LLC 0.05% Reduce -6.3% 4,681 $651K
Forefront Wealth Partners, LLC 0.16% Reduce -52.0% 4,660 $648K
Lake Street Private Wealth, LLC 0.08% Reduce -0.6% 4,650 $647K
Pines Wealth Management, LLC 0.22% Add +8.8% 4,636 $645K
Sequent Asset Management, LLC 0.31% No change 4,617 $643K
Biltmore Family Office, LLC 0.09% Reduce -2.0% 4,609 $641K
Cambria Investment Management, L.P. 0.04% Add +1.5% 4,597 $640K
Spirepoint Private Client, LLC 0.07% Reduce -4.2% 4,584 $638K
Archford Capital Strategies, LLC 0.08% Add +0.1% 4,578 $637K
City Center Advisors, LLC 0.62% Add +9.2% 4,575 $637K
Meridian Wealth Advisors, LLC 0.09% No change 4,565 $635K
Contravisory Investment Management, Inc. 0.12% Reduce -15.9% 4,563 $635K
Strait & Sound Wealth Management LLC 0.24% Add +12.3% 4,552 $634K
Tyche Wealth Partners LLC 0.11% Add +2.4% 4,549 $633K
RTD Financial Advisors, Inc. 0.08% No change 4,540 $632K
Founders Financial Alliance, LLC 0.12% Reduce -7.5% 4,503 $627K
Balboa Wealth Partners 0.11% Add +0.1% 4,493 $625K
Cowa, LLC 0.22% Add +39.5% 4,486 $624K
Shufro Rose & Co. LLC 0.05% No change 4,274 $624K
Y.D. More Investments Ltd 0.04% Reduce -2.8% 4,460 $620K
Glen Eagle Advisors, LLC 0.09% Add +0.3% 4,455 $620K
Kingswood Wealth Advisors, LLC 0.04% Reduce -18.6% 4,451 $620K
Elm Partners Management LLC 0.03% Add +2.5% 4,446 $619K
Gilliland Jeter Wealth Management LLC 0.19% Add +0.0% 4,424 $616K
Caldwell Trust Co 0.06% Reduce -2.8% 4,421 $615K
Journey Advisory Group, LLC 0.05% Reduce -0.5% 4,415 $614K
FLC Capital Advisors 0.12% Reduce -13.4% 4,414 $614K
Carret Asset Management, LLC 0.06% Add +31.4% 4,398 $612K
Burford Brothers, Inc. 0.26% Add +2.7% 4,382 $610K
Intrepid Capital Management Inc. 0.30% Add +79.9% 4,363 $607K
tru Independence LLC 0.16% Reduce -3.5% 4,334 $603K
OMNI 360 Wealth, Inc. 0.34% Add +9.4% 4,331 $603K
Country Club Bank 0.04% Reduce -12.7% 4,427 $602K
Dearborn Partners LLC 0.03% Reduce -32.8% 4,308 $600K
Debussy Capital Management LP 0.08% Reduce -24.1% 4,283 $596K
Stonebrook Private Inc. 0.13% Reduce -18.7% 4,257 $592K
GK Wealth Management LLC 0.44% Reduce -5.1% 4,250 $591K
NWF Advisory Services Inc. 0.06% Add +5.7% 4,218 $587K
Harbor Investment Advisory, LLC 0.05% Add +21.9% 4,209 $586K
German American Bancorp, Inc. 0.05% Reduce -10.7% 4,208 $586K
Chicago Wealth Management, Inc. 0.25% Reduce -5.0% 4,192 $583K
Promus Capital, LLC 0.37% Reduce -5.9% 4,168 $580K
Granite Bay Wealth Management, LLC 0.15% Reduce -0.9% 4,152 $578K
Lazard Asset Management LLC 0.00% No change 4,150 $578K
San Luis Wealth Advisors LLC 0.10% Reduce -0.2% 4,130 $575K
Regent Peak Wealth Advisors LLC 0.12% — 4,128 $575K
Investment Advisory Services Inc. /TX 0.18% Add +0.9% 4,124 $574K
SVB Wealth LLC 0.03% Reduce -5.2% 4,113 $572K
Elk River Wealth Management LLC 0.09% Reduce -88.3% 4,059 $565K
Wedmont Private Capital 0.02% Add +0.3% 3,914 $564K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +6.6% 4,052 $564K
Tepp RIA, LLC 0.64% Reduce -59.1% 4,045 $563K
Stablepoint Partners, LLC 0.09% Reduce -27.1% 4,009 $558K
Ping Capital Management, Inc. 0.34% No change 4,000 $557K
Fourpath Capital Management, LLC 0.08% Add +10.0% 3,993 $556K
Sigma Investment Counselors Inc. 0.03% Add +21.0% 3,992 $556K
Wealth Advisory Solutions, LLC 0.13% Add +0.6% 3,985 $555K
Court Place Advisors, LLC 0.17% Add +0.0% 3,985 $555K
Noesis Capital Mangement Corp. 0.09% Reduce -5.5% 3,976 $553K
Bradley Foster & Sargent Inc. 0.01% Add +22.4% 3,975 $553K
Ballentine Partners, LLC 0.01% Reduce -1.8% 3,971 $553K
Waterloo Capital, L.P. 0.04% Reduce -6.2% 3,951 $550K
Allen Investment Management, LLC 0.01% No change 3,943 $549K
Investment Partners Asset Management, Inc. 0.36% Add +1.8% 3,937 $548K
Global Assets Advisory, LLC 0.16% Add +14.6% 3,907 $544K
Acorns Advisers, LLC 0.00% Add +22.1% 3,902 $543K
Meridian Financial Advisors, LLC 0.31% Reduce -18.8% 3,901 $543K
RPG Investment Advisory, LLC 0.06% Reduce -1.5% 3,890 $541K
Brady Family Wealth, LLC 0.17% No change 3,882 $540K
Collaborative Wealth Managment Inc. 0.22% Add +1.4% 3,882 $540K
Patten Group, Inc. 0.11% Reduce -5.6% 3,878 $540K
Crewe Advisors LLC 0.05% Add +2.1% 3,871 $539K
Key Client Fiduciary Advisors, LLC 0.18% Add +3.6% 3,859 $537K
Mark Sheptoff Financial Planning, LLC 0.26% Add +5471.0% 3,844 $535K
Elevatus Welath Management 0.15% Add +0.5% 3,842 $535K
Clay Northam Wealth Management, LLC 0.30% No change 3,837 $534K
Verition Fund Management LLC 0.00% Add +35.5% 3,825 $532K
Jaffetilchin Investment Partners, LLC 0.03% Add +1.2% 3,816 $531K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 3,800 $529K
Smith Asset Management Co., LLC 0.45% Add +5.3% 3,792 $528K
Strategic Advisors LLC 0.09% Reduce -8.2% 3,788 $527K
Lion Street Advisors, LLC 0.18% New 3,917 $524K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -2.1% 3,764 $524K
SBI Securities Co., Ltd. 0.01% Reduce -0.3% 3,754 $522K
Allen Capital Group, LLC 0.05% No change 3,748 $522K
Lynch & Associates 0.10% No change 3,744 $521K
Bryn Mawr Trust Advisors, LLC 0.03% Reduce -23.6% 3,725 $518K
Horizon Family Wealth, Inc. 0.30% Add +0.4% 3,710 $516K
Avidian Wealth Enterprises, LLC 0.02% Add +20.9% 3,703 $515K
HBK Sorce Advisory LLC 0.01% Reduce -5.4% 3,604 $514K
Chilton Capital Management LLC 0.02% Reduce -7.3% 3,687 $513K
WJ Financial Advisors LLC 0.50% — 3,685 $513K
Penobscot Wealth Management 0.16% Reduce -3.0% 3,684 $513K
Pitcairn Co. 0.04% No change 3,675 $511K
Inspire Advisors, LLC 0.05% Reduce -2.4% 3,652 $508K
Novare Capital Management LLC 0.04% Add +62.6% 3,644 $507K
Fifth Third Wealth Advisors LLC 0.02% Reduce -0.3% 3,625 $504K
Trust Point Inc. 0.04% Reduce -0.9% 3,620 $504K
Wall Street Financial Group, Inc. 0.37% New 3,618 $504K
Paragon Private Wealth Management, LLC 0.16% Add +5.1% 3,613 $503K
Sapient Capital LLC 0.01% Reduce -1.0% 3,676 $500K
KG Capital Management 0.14% Reduce -5.6% 3,590 $500K
Adirondack Trust Co. 0.17% Reduce -11.3% 3,590 $500K
KPP Advisory Services LLC 0.07% No change 3,559 $495K
Bricktown Capital, LLC 0.08% No change 3,558 $495K
Stock Yards Bank & Trust Co. 0.02% Reduce -16.3% 3,557 $495K
Private Capital Management, LLC 0.05% Add +0.2% 3,534 $492K
Slow Capital, Inc. 0.06% No change 3,529 $491K
West Michigan Advisors, LLC 0.12% New 3,524 $490K
Peak Financial Management, Inc. 0.13% Reduce -14.2% 3,504 $488K
Grant Street Asset Management, Inc. 0.10% Reduce -3.8% 3,502 $487K
Alpha Wealth Funds, LLC 0.40% Reduce -10.7% 3,501 $487K
Pursue Wealth Partners LLC 0.27% No change 3,500 $487K
Costello Asset Management, INC 0.16% Reduce -8.7% 3,494 $486K
Schmidt P J Investment Management Inc. 0.08% Reduce -9.3% 3,493 $486K
Bragg Financial Advisors, Inc 0.02% Reduce -17.7% 3,482 $485K
Goelzer Investment Management, Inc. 0.03% Add +0.1% 3,481 $484K
Eley Financial Management, Inc 0.17% No change 3,476 $484K
Signet Financial Management, LLC 0.06% Reduce -13.9% 3,474 $483K
Greenwich Wealth Management LLC 0.02% Reduce -11.0% 3,448 $480K
United Advisor Group, LLC 0.06% Add +18.7% 3,448 $480K
Cove Private Wealth, LLC 0.15% No change 3,440 $479K
LYNX Capital Group Ltd. 0.22% No change 3,432 $478K
WESCAP Management Group, Inc. 0.10% Reduce -7.7% 3,426 $477K
Fortis Advisors, LLC 0.27% Add +0.2% 3,414 $475K
Kaydan Wealth Management, Inc. 0.14% Add +0.4% 3,399 $473K
Modera Wealth Management, LLC 0.01% Reduce -1.4% 3,397 $473K
Ritholtz Wealth Management 0.01% Reduce -19.6% 3,379 $470K
Marks Group Wealth Management, Inc 0.04% No change 3,362 $468K
SMART Wealth LLC 0.18% Reduce -90.8% 3,336 $464K
Rise Advisors, LLC 0.17% Add +20.6% 3,322 $462K
SOA Wealth Advisors, LLC. 0.08% Reduce -0.4% 73,051 $462K
Investors Asset Management of Georgia Inc. /Ga/ 0.20% Add +1.9% 3,304 $460K
Ramsey Quantitative Systems 0.44% New 3,300 $459K
Clearstead Advisors, LLC 0.01% Reduce -24.0% 3,276 $456K
Sound Income Strategies, LLC 0.02% Reduce -10.2% 3,159 $455K
Farmers Trust Co. 0.08% No change 3,268 $455K
Summit Wealth Group LLC / Co. 0.05% New 10,159 $453K
Vestmark Advisory Solutions, Inc. 0.01% New 3,252 $453K
Advisors Capital Management, LLC 0.01% Add +8.2% 3,241 $451K
Pure Financial Advisors, LLC 0.01% Reduce -47.6% 3,240 $451K
Union Bancaire Privee, UBP SA 0.01% No change 3,313 $449K
Accredited Investor Services, LLC 0.31% Reduce -11.0% 3,222 $448K
Pilgrim Partners Asia Pte Ltd 0.20% — 3,220 $448K
AA Financial Advisors, LLC 0.09% New 3,207 $446K
F/m Investments LLC 0.02% Add +29.1% 3,185 $443K
Vident Advisory, LLC 0.00% New 3,183 $443K
Bank of Hawaii 0.02% No change 3,173 $442K
Range Financial Group LLC 0.16% No change 3,165 $440K
City Holding Co. 0.06% Add +34.7% 3,160 $440K
CX Institutional 0.01% Reduce -67.7% 3,158 $439K
Denver Wealth Management, Inc. 0.16% Reduce -11.3% 3,142 $437K
Activest Wealth Management 0.09% Add +77.3% 3,134 $436K
Valeo Financial Advisors, LLC 0.01% Reduce -20.8% 3,133 $436K
Whitener Capital Management, Inc. 0.10% Add +0.6% 3,132 $436K
RDA Financial Network 0.11% Add +6.1% 3,131 $436K
Nixon Peabody Trust Co. 0.03% Add +13.6% 3,125 $435K
DDD Partners, LLC 0.03% No change 3,116 $434K
JBR Co Financial Management Inc 0.18% Reduce -15.1% 3,112 $433K
SkyOak Wealth, LLC 0.08% Reduce -0.3% 3,107 $432K
Fiduciary Trust Co 0.00% Reduce -7.7% 3,105 $432K
Forum Financial Management, LP 0.01% Reduce -11.9% 3,103 $432K
Millstone Evans Group, LLC 0.27% No change 3,094 $431K
Beutel, Goodman & Co Ltd. 0.00% Reduce -20.6% 3,092 $430K
Vertex Planning Partners, LLC 0.08% Add +4.9% 3,081 $429K
Hardy Reed LLC 0.03% No change 3,079 $429K
Wellington Management Group LLP 0.00% Reduce -96.5% 3,079 $429K
Wood Tarver Financial Group, LLC 0.13% Reduce -1.9% 3,067 $426K
IFC Advisors LLC 0.08% No change 3,060 $426K
Seven Springs Wealth Group, LLC 0.10% No change 3,057 $425K
Vicus Capital 0.03% Add +0.5% 3,054 $425K
Sagespring Wealth Partners, LLC 0.01% Add +0.9% 3,053 $425K
Channel Wealth LLC 0.11% Reduce -0.5% 3,046 $424K
Cannell & Spears LLC 0.01% Add +2.1% 3,045 $424K
Tableaux LLC 0.17% Add +100.0% 3,036 $423K
Clare Market Investments LLC 0.08% Reduce -17.7% 3,033 $422K
Institute for Wealth Management, LLC. 0.04% Reduce -19.7% 3,027 $421K
Alpha Cubed Investments, LLC 0.01% Reduce -6.9% 3,016 $420K
Point72 Asset Management 0.00% New 3,012 $419K
Fulcrum Capital LLC 0.09% Reduce -65.5% 3,000 $418K
CRA Financial Services, LLC 0.06% Reduce -0.5% 2,995 $417K
First Heartland Consultants, Inc. 0.03% Reduce -1.2% 2,995 $417K
One Capital Management, LLC 0.01% Reduce -6.8% 2,986 $416K
Doliver Advisors, LP 0.11% No change 2,979 $415K
Silverlake Wealth Management LLC 0.10% Add +8.5% 2,976 $414K
AmeriServ Wealth Advisors 0.21% Reduce -79.2% 2,973 $414K
Insight Advisors, LLC/ PA 0.06% Reduce -33.2% 2,969 $414K
Inscription Capital, LLC 0.04% Reduce -13.3% 2,966 $413K
Murphy & Mullick Capital Management Corp 0.31% Add +10.5% 2,947 $413K
Readystate Asset Management LP 0.04% Add +3.2% 2,959 $412K
Monetary Management Group Inc. 0.09% No change 2,950 $411K
Community Bank, N.A. 0.05% Reduce -7.9% 2,911 $405K
MGB Wealth Management, LLC 0.11% Reduce -16.3% 2,934 $404K
Avestar Capital, LLC 0.03% Reduce -6.4% 2,891 $402K
Curi Capital, LLC 0.01% Add +0.4% 2,884 $401K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -5.4% 2,882 $401K
WNY Asset Management, LLC 0.04% Add +1.3% 2,876 $400K
CENTRAL TRUST Co 0.01% Add +9.5% 2,875 $400K
Washington Growth Strategies LLC 0.28% Reduce -21.4% 2,863 $398K
Burns J W & Co. Inc. 0.04% Reduce -0.8% 2,854 $397K
Accredited Wealth Management, LLC 0.30% New 57 $397K
CVA Family Office, LLC 0.05% Add +1.9% 2,844 $396K
Private Wealth Partners, LLC 0.03% Add +0.0% 2,831 $394K
SeaCrest Wealth Management, LLC 0.04% Reduce -24.0% 2,726 $394K
North Star Investment Management Corp. 0.03% Reduce -86.0% 2,825 $393K
Hazlett, Burt & Watson, Inc. 0.14% Reduce -6.7% 2,808 $392K
Balefire, LLC 0.08% Reduce -13.1% 2,809 $391K
Compagnie Lombard Odier SCmA 0.00% Add +0.0% 2,800 $390K
Edge Wealth Management LLC 0.07% Reduce -18.9% 2,798 $389K
Bolthouse Investments, LLC 0.35% Reduce -26.2% 2,770 $386K
NovaPoint Capital, LLC 0.09% New 2,763 $385K
Reliant Investment Partners, LLC 0.30% Reduce -0.9% 2,652 $384K
Saxon Interests, Inc. 0.15% Add +0.0% 2,793 $384K
Geometric Wealth Advisors 0.05% No change 2,745 $382K
Calamos Wealth Management LLC 0.01% Reduce -1.5% 2,742 $382K
Swmg, LLC 0.12% Reduce -22.7% 2,611 $381K
LexAurum Advisors, LLC 0.05% Reduce -0.2% 2,707 $377K
Empire Financial Management Company, LLC 0.09% Reduce -5.2% 2,704 $376K
Donaldson Capital Management, LLC 0.01% Add +2.5% 2,691 $374K
Flputnam Investment Management Co. 0.01% Reduce -7.4% 2,688 $374K
NCM Capital Management, LLC 0.14% No change 2,683 $373K
Finley Financial, LLC 0.17% No change 2,675 $372K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% Reduce -18.6% 2,672 $372K
Stone Summit Wealth LLC 0.11% Reduce -10.3% 2,670 $372K
Sovran Advisors, LLC 0.03% Reduce -8.0% 2,562 $370K
Triumph Capital Management 0.10% Reduce -34.6% 2,656 $370K
Focused Wealth Management, Inc 0.04% Reduce -2.1% 2,651 $369K
Cedar Wealth Management, LLC 0.11% No change 2,647 $368K
Wetzel Investment Advisors, Inc. 0.16% Reduce -4.9% 2,635 $367K
Richmond Investment Services, LLC 0.07% Reduce -4.5% 2,632 $366K
GWN Securities Inc. 0.08% Reduce -44.8% 2,612 $365K
Legacy Capital Group California, Inc. 0.09% Reduce -0.9% 2,616 $364K
Gateway Investment Advisers LLC 0.00% New 2,600 $362K
Castle Wealth Management LLC 0.12% Add +1.6% 2,592 $361K
Jackson Square Capital, LLC 0.08% Reduce -4.4% 2,585 $360K
WESPAC Advisors, LLC 0.21% Reduce -0.4% 2,582 $359K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +5.2% 2,560 $356K
Atlas Private Wealth Advisors 0.09% Reduce -36.0% 2,549 $355K
Measured Risk Portfolios, Inc. 0.38% Add +15.6% 2,547 $354K
Raab & Moskowitz Asset Management LLC 0.08% Reduce -2.3% 2,544 $354K
Independence Bank of Kentucky 0.05% Add +0.9% 2,544 $354K
UMB Bank, n.a. 0.01% No change 2,526 $352K
Lodestone Wealth Management LLC 0.16% Add +3.4% 2,524 $351K
Magnolia Capital Advisors LLC 0.09% Reduce -4.9% 2,517 $350K
Ameraudi Asset Management, Inc. 0.21% No change 2,516 $350K
Invst, LLC 0.04% Add +6.0% 2,501 $348K
Shira Ridge Wealth Management 0.15% Reduce -49.7% 2,496 $347K
Whalen Wealth Management Inc. 0.20% New 2,489 $346K
Rebalance, LLC 0.02% Add +0.4% 2,486 $346K
Sharkey, Howes & Javer 0.04% No change 2,484 $346K
Eastern Bank 0.01% Reduce -27.1% 2,479 $345K
Montag A & Associates Inc. 0.02% No change 2,459 $342K
Cape Investment Advisory, Inc. 0.34% Reduce -17.7% 2,458 $342K
Lifeworks Advisors, LLC 0.05% Reduce -7.7% 2,444 $340K
TrueWealth Advisors, LLC 0.09% Add +3.4% 2,431 $338K
TD Private Client Wealth LLC 0.01% Reduce -13.3% 2,431 $338K
Orleans Capital Management Corp. 0.22% Reduce -40.4% 2,430 $338K
Aspen Investment Management Inc 0.13% Reduce -34.2% 2,428 $338K
Capital Analysts, LLC 0.01% Add +0.7% 2,429 $338K
Coldstream Capital Management Inc. 0.00% Reduce -17.5% 2,423 $337K
Pasadena Private Wealth, LLC 0.05% Add +35.5% 2,421 $337K
Vienna Asset Management LLC 0.20% Reduce -66.1% 2,420 $337K
Blue Bell Private Wealth Management, LLC 0.05% Reduce -8.3% 2,402 $334K
Kohmann Bosshard Financial Services, LLC 0.03% No change 2,400 $334K
Elevated Capital Advisors, LLC 0.08% No change 2,395 $333K
BlueSky Wealth Advisors, LLC 0.04% Reduce -0.4% 2,394 $333K
L & S Advisors Inc 0.04% New 2,393 $333K
Core Wealth Partners LLC 0.15% Add +0.3% 2,392 $333K
Verity Asset Management, Inc. 0.11% Reduce -0.8% 2,386 $332K
Millennium Capital Advisors, LLC 0.20% Reduce -7.7% 2,386 $332K
D.B. Root & Company, LLC 0.08% Reduce -25.3% 2,376 $331K
Bison Wealth, LLC 0.03% Reduce -57.2% 2,287 $330K
Blue Trust, Inc. 0.00% Add +10.8% 2,360 $328K
Howland Capital Management LLC 0.01% Reduce -11.6% 2,353 $327K
Barnes Pettey Financial Advisors, LLC 0.18% Add +45.6% 2,347 $327K
Members Wealth LLC 0.21% — 2,276 $327K
Investment Planning Advisors, Inc. 0.10% New 2,326 $324K
Oxler Private Wealth LLC 0.09% Reduce -0.4% 2,319 $323K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Reduce -25.7% 2,318 $323K
Tolleson Wealth Management, Inc. 0.05% No change 2,311 $322K
Arista Wealth Management, LLC 0.04% No change 2,303 $321K
First International Bank & Trust 0.11% Reduce -6.7% 2,287 $318K
Iyo Bank, Ltd. 0.12% No change 2,285 $318K
Engineers Gate Manager LP 0.00% New 2,283 $318K
Quadcap Wealth Management, LLC 0.04% No change 2,278 $317K
Register Financial Advisors LLC 0.12% Add +0.1% 2,276 $317K
Maltin Wealth Management, Inc. 0.13% Add +5.0% 2,270 $316K
River Street Advisors LLC 0.12% No change 2,267 $315K
Thompson Davis & Co., Inc. 0.19% Reduce -0.8% 2,267 $315K
Patriot Investment Management Group, Inc. 0.02% Add +0.0% 2,262 $315K
Red Door Wealth Management, LLC 0.03% New 2,255 $314K
Sterling Investment Management, LLC 0.19% Reduce -4.9% 2,252 $313K
Lee Danner & Bass Inc. 0.02% Add +27.9% 2,252 $313K
Sheets Smith Wealth Management 0.04% Reduce -18.5% 2,241 $312K
Quotient Wealth Partners, LLC 0.01% Reduce -24.0% 2,234 $311K
HMV Wealth Advisors, LLC 0.17% No change 2,227 $310K
Private Management Group Inc. 0.01% No change 2,227 $310K
Dimension Capital Management LLC 0.04% No change 2,224 $310K
First Command Advisory Services, Inc. 0.00% Add +12.7% 2,222 $309K
Red Mountain Financial, LLC 0.31% New 2,217 $309K
180 Wealth Advisors, LLC 0.04% Add +44.2% 2,211 $308K
Coyle Financial Counsel LLC 0.07% Reduce -0.2% 2,207 $307K
Key Financial Inc 0.06% Reduce -9.4% 2,137 $307K
ARS Wealth Advisors Group, LLC 0.03% Reduce -2.3% 2,202 $306K
Wealth Alliance, LLC 0.03% Add +4.1% 2,196 $306K
Traction Financial Partners, LLC 0.19% Reduce -5.5% 2,190 $305K
FRG Family Wealth Advisors LLC 0.05% Reduce -71.5% 2,182 $304K
FSM Wealth Advisors, LLC 0.04% No change 2,176 $303K
Advanced Asset Management Advisors Inc 0.08% Reduce -5.3% 2,175 $303K
First International Bank of Israel Ltd. 0.17% Add +14.5% 2,173 $302K
First American Trust, FSB 0.02% Reduce -3.2% 2,167 $302K
Parsons Capital Management Inc. 0.02% Reduce -26.2% 2,143 $298K
Gallacher Capital Management LLC 0.12% Reduce -5.2% 2,134 $297K
Leigh Baldwin & Co., LLC 0.17% Reduce -14.3% 2,132 $297K
Resolute Wealth Strategies, LLC 0.14% Reduce -69.1% 2,129 $296K
Coastwise Capital Group, LLC 0.21% Add +13.9% 2,122 $295K
Invesco Ltd. 0.00% Add +2.1% 2,120 $295K
Capital Advisors, Ltd. LLC 0.03% Reduce -37.0% 2,118 $295K
C2C Wealth Management, LLC 0.25% No change 2,118 $295K
Severin Investments, LLC 0.26% Add +0.1% 2,117 $295K
Two West Capital Advisors LLC 0.18% Add +0.3% 2,015 $294K
Patrick M Sweeney & Associates, Inc. 0.19% No change 2,105 $293K
Alpine Woods Capital Investors, LLC 0.07% Reduce -0.5% 2,105 $293K
Tiller Private Wealth, Inc. 0.10% No change 2,103 $293K
GM Advisory Group, LLC 0.01% Reduce -54.1% 2,094 $291K
Potomac Fund Management Inc. 0.01% Reduce -2.8% 2,084 $290K
Pacific Capital Wealth Advisors, Inc. 0.05% No change 2,073 $288K
WealthTrust Axiom LLC 0.08% Add +12.4% 2,072 $288K
Waterfront Wealth Inc. 0.06% Add +9.3% 1,968 $287K
Richwood Investment Advisors, LLC 0.22% Reduce -0.6% 2,058 $286K
Bluespring Wealth Management, LLC 0.02% Add +7.6% 2,046 $285K
Garden State Investment Advisory Services LLC 0.07% Reduce -3.3% 2,041 $284K
Purkiss Capital Advisors LLC 0.14% Add +8.7% 2,027 $282K
Panoramic Investment Advisors, LLC 0.16% No change 2,025 $282K
Icon Wealth Advisors, LLC 0.02% No change 2,024 $282K
Primoris Wealth Advisors, LLC 0.18% Reduce -12.4% 2,020 $281K
Valley Wealth Managers, Inc. 0.02% Reduce -14.3% 2,015 $280K
Bridgewater Advisors Inc. 0.02% Reduce -0.3% 1,921 $280K
Signaturefd, LLC 0.00% Add +2.5% 2,008 $279K
Snider Financial Group 0.08% Add +4.5% 2,007 $279K
Grantvest Financial Group LLC 0.19% Reduce -20.0% 2,003 $279K
Williams Jones Wealth Management, LLC. 0.00% Add +2.2% 2,003 $279K
Savvy Advisors, Inc. 0.01% Add +15.7% 2,002 $279K
Iowa State Bank 0.05% No change 2,000 $278K
Colonial River Investments, LLC 0.10% Reduce -8.6% 1,998 $278K
Kickstand Ventures, Llc. 0.06% New 1,984 $276K
Thoroughbred Financial Services, LLC 0.02% Reduce -6.8% 1,984 $276K
Bollard Group LLC 0.01% Add +0.4% 1,984 $276K
SilverOak Wealth Management LLC 0.05% No change 1,974 $275K
Successful Portfolios LLC 0.16% No change 1,972 $274K
1900 Wealth Management LLC 0.02% Add +0.4% 1,972 $274K
Retirement Capital Strategies 0.11% No change 1,969 $274K
Webster Bank, N. A. 0.03% Reduce -6.7% 1,959 $273K
Huntleigh Advisors, Inc. 0.05% Add +0.1% 1,958 $272K
Global View Capital Management LLC 0.06% Add +4.5% 1,956 $272K
Traynor Capital Management, Inc. 0.02% Reduce -1.9% 1,951 $272K
Heritage Wealth Management, Inc. 0.08% No change 1,950 $271K
Quantitative Investment Management, LLC 0.04% Reduce -98.4% 1,952 $271K
MPWM Advisory Solutions, LLC 0.16% Add +96950.0% 1,941 $270K
Pinnacle Financial Group, LLC / IL 0.08% Add +1.6% 1,941 $270K
Second Line Capital, LLC 0.06% Reduce -18.8% 1,940 $270K
Guyasuta Investment Advisors Inc. 0.02% Add +8.9% 1,940 $270K
First Pacific Financial 0.04% Reduce -49.6% 1,939 $270K
Evergreen Capital Management LLC 0.01% Reduce -1.7% 1,936 $269K
Texas Yale Capital Corp. 0.01% Add +1.6% 1,935 $269K
Trust Co. of Oklahoma 0.08% No change 1,933 $269K
Strategic Investment Advisors / MI 0.02% Reduce -5.0% 1,922 $267K
Bank of New Hampshire 0.06% No change 1,920 $267K
Brown, Lisle/Cummings, Inc. 0.07% Reduce -49.9% 1,919 $267K
Facet Wealth, Inc. 0.01% New 1,919 $267K
StrongBox Wealth, LLC 0.09% Add +0.2% 1,917 $267K
Destiny Wealth Partners, LLC 0.03% No change 1,912 $266K
Romano Brothers and Company 0.03% No change 1,912 $266K
DSG Capital Advisors, LLC 0.04% No change 1,905 $265K
OneAscent Family Office, LLC 0.22% Add +0.4% 1,900 $264K
Cozad Asset Management Inc. 0.02% Add +2.9% 1,898 $264K
Alteri Wealth LLC 0.09% No change 1,898 $264K
Autumn Glory Partners, LLC 0.11% Add +4.9% 1,897 $264K
Logan Stone Capital, LLC 0.12% New 1,895 $264K
Iron Gate Global Advisors LLC 0.03% Reduce -34.6% 1,889 $263K
GAMMA Investing LLC 0.01% Add +1.4% 1,885 $262K
First Long Island Investors, LLC 0.02% No change 1,880 $262K
Argyle Capital Partners, LLC 0.19% New 1,876 $261K
Gilman Hill Asset Management, LLC 0.04% Reduce -9.9% 1,875 $261K
Castle Rock Wealth Management, LLC 0.06% No change 1,807 $258K
Blue Fin Capital, Inc. 0.04% New 1,852 $258K
Astra Wealth Partners LLC 0.18% New 1,846 $257K
Stratos Investment Management, LLC 0.01% Reduce -13.4% 1,844 $257K
Fragasso Financial Advisors Inc 0.02% Add +2.6% 1,760 $255K
Schwarz Dygos Wheeler Investment Advisors LLC 0.05% No change 1,820 $253K
Burling Wealth Partners, LLC 0.04% No change 1,820 $253K
Rockbridge Investment Management, LCC 0.03% Add +0.6% 1,819 $253K
BCS Wealth Management 0.06% Reduce -54.7% 1,818 $253K
Symphony Financial Services, Inc. 0.14% Add +0.1% 1,805 $251K
Madden Advisory Services, Inc. 0.11% New 1,803 $251K
Carr Financial Group Corp 0.07% Add +13.7% 1,801 $251K
STAR Financial Bank 0.15% No change 1,799 $250K
Axim Planning & Wealth 0.20% Add +6.0% 1,793 $250K
ELCO Management Co., LLC 0.13% New 1,786 $249K
LeClair Wealth Partners LLC 0.15% Reduce -28.1% 1,782 $248K
REDW Wealth LLC 0.09% No change 1,780 $248K
Asset Dedication, LLC 0.02% Add +8.4% 1,778 $247K
SageView Advisory Group, LLC 0.01% Reduce -9.3% 1,776 $247K
HCR Wealth Advisors 0.03% Reduce -6.9% 1,722 $247K
Altfest L J & Co. Inc. 0.03% Reduce -8.0% 1,766 $246K
Tranquility Partners, LLC 0.08% Add +14.4% 1,765 $246K
Christensen, King & Associates Investment Services, Inc. 0.11% No change 1,763 $245K
Wealth Quarterback LLC 0.09% Reduce -0.1% 1,756 $244K
Davidson Trust Co. 0.10% No change 1,756 $244K
Fiduciary Alliance LLC 0.02% Add +1.8% 1,755 $244K
Sage Mountain Advisors LLC 0.01% Reduce -16.3% 1,746 $243K
Sovereign Financial Group, Inc. 0.05% Reduce -2.1% 1,745 $243K
Stack Financial Management, Inc 0.02% Add +6.1% 1,743 $243K
Peregrine Asset Advisers, Inc. 0.07% No change 1,739 $242K
GC Wealth Management RIA, LLC 0.01% New 1,737 $242K
Gryphon Financial Partners LLC 0.03% Add +5.9% 1,736 $242K
Cranbrook Wealth Management, LLC 0.05% Reduce -83.2% 1,736 $242K
MBE Wealth Management, LLC 0.10% Reduce -6.0% 1,731 $241K
Paragon Capital Management Ltd 0.05% No change 1,723 $240K
Silvercrest Asset Management Group LLC 0.00% Reduce -9.7% 1,709 $238K
Councilmark Asset Management, LLC 0.14% No change 1,700 $237K
Fortem Financial Group, LLC 0.07% Reduce -9.5% 1,690 $235K
Southeast Asset Advisors, LLC 0.03% New 1,690 $235K
Wealth Architects, LLC 0.02% No change 1,690 $235K
First Financial Bankshares Inc 0.00% New 1,688 $235K
Tidal Investments LLC 0.00% Reduce -92.3% 1,684 $234K
Managed Asset Portfolios, LLC 0.03% No change 1,682 $234K
Ancora Advisors LLC 0.00% Reduce -0.9% 1,674 $233K
Correct Capital Wealth Management 0.04% No change 1,670 $232K
Fiduciary Financial Group, LLC 0.04% Add +1.1% 1,666 $232K
Diversify Wealth Management, LLC 0.01% New 1,604 $232K
Jefferies Financial Group Inc. 0.00% Reduce -71.6% 1,664 $232K
Nova Wealth Management, Inc. 0.16% Reduce -68.0% 1,663 $231K
First National Bank & Trust Co. of Newtown 0.04% Reduce -5.7% 1,658 $231K
Penobscot Investment Management Company, Inc. 0.02% Add +2.2% 1,657 $231K
JNBA Financial Advisors 0.02% No change 1,651 $230K
HUB Investment Partners, LLC 0.01% Add +0.4% 1,638 $228K
Tennessee Valley Asset Management Partners 0.03% New 1,634 $227K
Auxano Advisors, LLC 0.05% No change 1,626 $226K
Oldfather Financial Services, LLC 0.07% New 1,616 $225K
Curtis Advisory Group, LLC 0.05% No change 1,614 $225K
Clear Street Group Inc. 0.00% — 1,605 $223K
Trivium Point Advisory, LLC 0.02% Reduce -9.2% 1,603 $223K
Corsicana & Co. 0.13% — 1,600 $223K
Edgemoor Investment Advisors, Inc. 0.02% No change 1,600 $223K
Kraematon Investment Advisors, Inc. 0.19% Reduce -6.0% 1,596 $222K
Atlanta Consulting Group Advisors, LLC 0.05% No change 1,596 $222K
Schorn Wealth LLC 0.07% Reduce -24.7% 1,595 $222K
Shulman DeMeo Asset Management LLC 0.05% Reduce -3.3% 1,592 $222K
Vise Technologies, Inc. 0.01% Reduce -81.2% 1,590 $221K
Madison Park Capital Advisors, LLC 0.18% Reduce -96.3% 1,584 $221K
Claris Financial LLC 0.12% Add +5.8% 1,581 $220K
Boreal Capital Management LLC 0.21% Add +95.1% 1,580 $220K
Accel Wealth Management 0.06% Add +3.8% 1,570 $218K
International Private Wealth Advisors LLC 0.14% Add +4.0% 1,567 $218K
Titleist Asset Management, LLC 0.02% Reduce -10.1% 1,562 $217K
Black Diamond Financial, LLC 0.02% Add +1.6% 1,560 $217K
Syntegra Private Wealth Group, LLC 0.02% No change 1,556 $217K
Solstein Capital, LLC 0.10% No change 1,551 $216K
GW Henssler & Associates Ltd. 0.01% New 1,548 $215K
Performance Wealth Partners, LLC 0.01% Reduce -93.6% 1,547 $215K
MainStreet Investment Advisors LLC 0.03% Reduce -6.1% 1,545 $215K
Portland Financial Advisors Inc 0.46% No change 1,538 $214K
BLB&B Advisors, LLC 0.01% Reduce -54.1% 1,535 $214K
Samalin Investment Counsel, LLC 0.07% Reduce -7.1% 1,532 $213K
Moment Partners, LLC 0.04% No change 1,528 $213K
1ST Source Bank 0.01% Add +1.3% 1,521 $212K
TruNorth Capital Management, LLC 0.04% No change 1,520 $212K
Gray Private Wealth, LLC 0.11% No change 1,516 $211K
Crescent Grove Advisors, LLC 0.02% Reduce -4.8% 1,515 $211K
Peoples Financial Services Corp. 0.10% Reduce -28.4% 1,513 $211K
Heritage Trust Co 0.02% New 1,510 $210K
Freestone Capital Holdings, LLC 0.01% Add +0.4% 1,510 $210K
Fearless Solutions, LLC dba Best Invest 0.13% Add +0.1% 1,506 $210K
QRG Capital Management, Inc. 0.00% Reduce -56.6% 1,501 $209K
Birchview Capital, LP 0.16% New 1,498 $208K
Stevens Capital Partners 0.06% New 1,498 $208K
Stableford Capital II LLC 0.07% New 1,491 $208K
Napa Wealth Management 0.10% New 1,489 $207K
MCF Advisors LLC 0.01% Reduce -7.3% 1,484 $207K
Eldridge Investment Advisors, Inc. 0.05% New 1,480 $206K
Chris Bulman Inc 0.10% New 1,478 $206K
Russell Investments Group, Ltd. 0.00% Add +6.2% 1,477 $206K
Capstone Financial Advisors, Inc. 0.01% New 1,477 $206K
WealthTrust Asset Management, LLC 0.14% Reduce -1.5% 1,473 $205K
Teamwork Financial Advisors, LLC 0.02% Reduce -63.9% 1,468 $204K
Capitol Family Office, Inc. 0.25% Reduce -16.9% 1,468 $204K
SYM FINANCIAL Corp 0.02% Reduce -3.6% 1,461 $203K
NorthCrest Asset Manangement, LLC 0.00% New 1,402 $202K
Stonehaven Wealth & Tax Solutions, LLC 0.19% New 1,453 $202K
Pinnacle Wealth Planning Services, Inc. 0.02% New 1,453 $202K
Prostatis Group LLC 0.05% Reduce -5.6% 1,445 $201K
MIdWestOne Financial Group, Inc. 0.02% New 1,445 $201K
Colonial Trust Co / SC 0.03% No change 1,440 $200K
Campion Asset Management 0.14% New 1,440 $200K
HTG Investment Advisors, Inc. 0.07% New 1,438 $200K
Alerus Financial NA 0.01% No change 1,422 $198K
Mather Group, Llc. 0.00% New 1,419 $197K
Cordgrass Capital Advisors, LLC 0.05% Reduce -3.5% 1,362 $190K
Avion Wealth 0.04% No change 1,355 $188K
Truvestments Capital LLC 0.03% Add +9.9% 1,344 $187K
Missouri Trust & Investment Co 0.06% Reduce -1.8% 1,341 $187K
LOM Asset Management Ltd 0.06% No change 1,335 $186K
North Capital, Inc. 0.14% Add +65.6% 1,303 $181K
Gold Investment Management Ltd. 0.06% Reduce -3.0% 1,282 $178K
Smithfield Trust Co 0.01% Reduce -4.0% 1,266 $176K
Strategic Wealth Partners, Ltd. 0.01% Reduce -61.6% 1,241 $173K
Plante Moran Financial Advisors, LLC 0.01% No change 1,203 $167K
South Plains Financial, Inc. 0.10% No change 1,200 $167K
Johnson Financial Group, Inc. 0.01% Reduce -27.3% 1,198 $167K
TD Capital Management LLC 0.01% Add +0.1% 1,186 $165K
Anfield Capital Management, LLC 0.05% Add +0.1% 1,184 $165K
Steigerwald, Gordon & Koch Inc. 0.02% New 1,170 $163K
N.E.W. Advisory Services LLC 0.01% No change 1,170 $163K
Phillips Financial Management, LLC 0.01% Add +210.0% 1,147 $160K
Nemes Rush Group LLC 0.02% Add +5.7% 1,144 $159K
Provident Wealth Management, LLC 0.05% No change 1,142 $159K
Hamilton Point Investment Advisors, LLC 0.02% No change 1,128 $157K
Deutsche Bank AG 0.00% Reduce -21.0% 1,127 $157K
Elevation Wealth Partners, LLC 0.06% Add +0.2% 1,113 $155K
Albion Financial Group 0.01% No change 1,111 $155K
Cheviot Value Management, LLC 0.02% No change 1,056 $154K
SJS Investment Consulting Inc. 0.02% Add +9863.6% 1,096 $153K
Rothschild Investment LLC 0.01% Add +3.1% 1,069 $149K
Tripletail Wealth Management, LLC 0.18% New 1,030 $148K
Versant Capital Management, Inc 0.02% Add +0.3% 1,034 $144K
Family Manage LLC 0.02% Reduce -49.3% 1,031 $143K
Dagco, Inc. 0.04% Reduce -12.8% 1,025 $143K
Milestone Investment Advisors LLC 0.03% No change 1,005 $140K
ORG Partners LLC 0.03% Add +7.3% 1,000 $139K
Hopwood Financial Services, Inc. 0.09% Add +144.8% 957 $133K
Smartleaf Asset Management LLC 0.01% Reduce -0.2% 931 $127K
Private Wealth Asset Management, LLC 0.01% Reduce -35.1% 903 $126K
WFA Asset Management Corp 0.07% Add +0.4% 805 $124K
2UniFi Bank 0.06% Reduce -25.2% 890 $124K
Investors Research Corp 0.02% No change 873 $121K
Pittenger & Anderson Inc. 0.00% No change 855 $119K
Family Legacy Financial Solutions, LLC 0.09% Add +0.1% 850 $118K
Bernard Wealth Management Corp. 0.05% Reduce -18.8% 845 $118K
Stone House Investment Management, LLC 0.02% Add +0.5% 843 $117K
Ascentis Wealth Management, LLC 0.03% No change 838 $117K
Walleye Capital LLC 0.00% New 834 $116K
Anchor Investment Management, LLC 0.01% No change 823 $115K
Tortoise Investment Management, LLC 0.01% Add +14.2% 811 $113K
Banque Cantonale Vaudoise 0.00% Reduce -1.4% 802 $112K
Farmers & Merchants Investments Inc. 0.00% No change 803 $112K
Dunhill Financial, LLC 0.04% Add +20.1% 777 $108K
West Oak Capital, LLC 0.05% No change 765 $107K
Delta Asset Management LLC 0.01% No change 728 $101K
Barrett & Company, Inc. 0.03% No change 719 $100K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -5.8% 708 $99K
Cornerstone Planning Group LLC 0.02% Add +9.7% 677 $98K
Gunma Bank,Ltd. 0.03% New 697 $97K
Addison Advisors LLC 0.02% Reduce -56.0% 688 $96K
Grove Bank & Trust 0.01% Reduce -16.5% 688 $96K
American National Bank & Trust 0.01% Reduce -85.4% 686 $95K
Princeton Global Asset Management LLC 0.02% Reduce -12.8% 683 $95K
Grey Fox Wealth Advisors, LLC 0.02% New 677 $94K
Archer Investment Corp 0.02% Add +0.1% 673 $94K
HHM Wealth Advisors, LLC 0.01% Reduce -37.5% 669 $93K
Ulland Investment Advisors, LLC 0.07% No change 670 $93K
Cherry Tree Wealth Management, LLC 0.02% Reduce -21.9% 668 $93K
United Community Bank 0.03% Reduce -5.0% 666 $93K
Physician Wealth Advisors, Inc. 0.01% No change 653 $91K
Resources Management Corp. /CT/ 0.01% Reduce -7.9% 643 $89K
Cary Street Partners Investment Advisory LLC 0.04% Reduce -40.6% 631 $88K
Matrix Private Capital Group LLC 0.05% No change 629 $88K
Perkins Coie Trust Co 0.02% No change 627 $87K
Ameritas Investment Partners, Inc. 0.00% Reduce -0.5% 601 $84K
HM Payson & Co. 0.00% No change 600 $84K
Koesten, Hirschmann & Crabtree, INC. 0.04% No change 594 $83K
Northwest Capital Management Inc 0.09% No change 590 $82K
Flagship Wealth Advisors, LLC 0.03% Reduce -4.1% 586 $82K
Guerra Advisors Inc 0.03% New 577 $80K
Colonial Trust Advisors 0.01% Reduce -55.6% 565 $79K
Indiana Trust & Investment Management Co 0.02% No change 558 $78K
Vestor Capital, LLC 0.00% Reduce -72.1% 551 $77K
Manchester Capital Management LLC 0.01% Add +7.5% 548 $76K
Ogorek Anthony Joseph /NY/ 0.02% Add +0.0% 550 $76K
Hantz Financial Services, Inc. 0.00% Reduce -7.1% 537 $75K
Armstrong Advisory Group, Inc. 0.01% Add +32.2% 525 $73K
Raffa Wealth Management, LLC 0.01% Reduce -44.5% 522 $73K
Optimum Investment Advisors 0.03% No change 521 $73K
Provenance Wealth Advisors, LLC 0.01% No change 519 $72K
Kozak & Associates, Inc. 0.01% Reduce -99.6% 472 $72K
Winch Advisory Services, LLC 0.02% Add +0.4% 512 $71K
Glass Jacobson Investment Advisors llc 0.03% No change 500 $70K
Washington Trust Advisors, Inc. 0.01% Reduce -14.0% 496 $69K
Cardiff Park Advisors, LLC 0.01% No change 480 $67K
WealthShield Partners, LLC 0.01% Add +6.5% 472 $66K
Imprint Wealth LLC 0.20% — 458 $64K
McIlrath & Eck, LLC 0.01% No change 458 $64K
Ameriflex Group, Inc. 0.02% Reduce -83.6% 457 $64K
Root Financial Partners, LLC 0.00% New 453 $63K
Concord Wealth Partners 0.01% Add +0.2% 435 $61K
Allspring Global Investments Holdings, LLC 0.00% Add +94.4% 416 $60K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.12% Reduce -93.6% 428 $60K
Painted Porch Advisors LLC 0.02% Add +8.9% 415 $58K
Harbor Capital Advisors, Inc. 0.00% Add +33.4% 407 $57K
Sachetta, LLC 0.02% New 406 $57K
Caldwell Sutter Capital, Inc. 0.02% No change 402 $56K
Financial Perspectives, Inc 0.02% Add +7.2% 400 $56K
Barnes Dennig Private Wealth Management LLC 0.06% No change 400 $56K
Citizens National Bank Trust Department 0.01% No change 400 $56K
Bellevue Asset Management, LLC 0.03% No change 391 $54K
Founders Capital Management 0.03% No change 384 $53K
Pinnacle Holdings, LLC 0.02% No change 379 $53K
Cedar Mountain Advisors, LLC 0.01% No change 378 $53K
Paladin Advisory Group, LLC 0.04% No change 373 $52K
Keystone Financial Group, Inc. 0.03% Add +0.3% 369 $51K
Breakwater Investment Management 0.02% Reduce -33.0% 369 $51K
First United Bank & Trust 0.02% Reduce -71.1% 367 $51K
Oxford Financial Group, LTD. LLC 0.00% No change 360 $50K
Team Financial Group, LLC 0.02% Add +0.3% 356 $50K
RMG Wealth Management LLC 0.01% Add +292.1% 941 $49K
Morton Brown Family Wealth, LLC 0.01% Add +0.3% 339 $47K
First Community Trust NA 0.03% No change 324 $45K
Financial Life Planners 0.03% New 323 $45K
Signature Resources Capital Management, LLC 0.02% No change 321 $45K
Pacifica Partners Inc. 0.02% No change 305 $44K
Clayton Financial Group LLC 0.03% New 300 $42K
Pinnacle Bancorp, Inc. 0.01% No change 300 $42K
Hartford Financial Management Inc. 0.01% No change 300 $42K
Angeles Wealth Management, LLC 0.00% Reduce -14.8% 300 $42K
Heartland Advisors Inc. 0.00% Reduce -76.6% 300 $42K
Balentine LLC 0.00% Reduce -84.8% 297 $41K
Strengthening Families & Communities, LLC 0.01% Add +0.3% 295 $41K
FAS Wealth Partners, Inc. 0.00% Reduce -6.4% 294 $41K
Knuff & Co LLC 0.01% No change 290 $40K
WealthCollab, LLC 0.02% No change 280 $39K
Fairscale Capital, LLC 0.03% No change 277 $39K
Rosenberg Matthew Hamilton 0.01% No change 277 $39K
Investment Research & Advisory Group, Inc. 0.01% Add +0.7% 143 $38K
Caitlin John, LLC 0.03% New 271 $38K
Clark Wealth Partners 0.02% New 243 $38K
Rossby Financial, LCC 0.01% No change 257 $37K
Hanson & Doremus Investment Management 0.00% No change 251 $35K
Gleason Group, Inc. 0.00% Add +0.4% 250 $35K
Morse Asset Management, Inc 0.01% No change 250 $35K
Maseco LLP 0.00% No change 249 $35K
Pension & Wealth Management Advisors, Inc. 0.01% Reduce -6.8% 248 $35K
Trust Co. of Vermont 0.00% Add +44.2% 248 $35K
Trust Co. of Toledo NA 0.00% No change 242 $34K
Bangor Savings Bank 0.00% No change 242 $34K
KERR FINANCIAL PLANNING Corp 0.05% — 211 $32K
Armor Investment Advisors, LLC 0.01% No change 230 $32K
HighMark Wealth Management LLC 0.01% Add +206.9% 221 $31K
Bulwark Capital Corp 0.02% No change 220 $31K
Evelyn Partners Asset Management Ltd 0.01% No change 220 $31K
IAG Wealth Partners, LLC 0.00% Reduce -48.2% 215 $30K
Wagner Wealth Management, LLC 0.01% Add +0.5% 215 $30K
Greykasell Wealth Strategies, Inc. 0.01% New 211 $29K
Louisbourg Investments Inc. 0.01% New 210 $29K
Bogart Wealth, LLC 0.00% Reduce -70.6% 210 $29K
Financial Avengers, Inc. 0.01% Add +0.5% 208 $29K
Roxbury Financial LLC 0.03% Add +0.5% 204 $28K
BankPlus Trust Department 0.01% No change 203 $28K
Rakuten Securities, Inc. 0.01% Reduce -25.8% 201 $28K
Parvin Asset Management, LLC 0.02% No change 200 $28K
Pinney & Scofield, Inc. 0.02% No change 200 $28K
Halbert Hargrove Global Advisors, LLC 0.00% New 200 $28K
1 North Wealth Services LLC 0.01% Reduce -99.0% 195 $27K
Pin Oak Investment Advisors Inc. 0.02% No change 193 $27K
Creekmur Asset Management LLC 0.00% No change 192 $27K
Strategic Advocates LLC 0.01% New 191 $27K
IMA Advisory Services, Inc. 0.00% Reduce -83.6% 187 $26K
Operose Advisors LLC 0.01% No change 178 $25K
Duncker Streett & Co. Inc. 0.00% Add +4.7% 178 $25K
Nalls Sherbakoff Group, LLC 0.02% No change 175 $24K
Gables Capital Management Inc. 0.01% No change 175 $24K
Steph & Co. 0.01% No change 170 $24K
Global Wealth Strategies & Associates 0.01% Add +2328.6% 170 $24K
Davis Capital Management 0.02% — 168 $23K
Financial Gravity Asset Management, Inc. 0.00% — 167 $23K
Vermillion Wealth Management, Inc. 0.01% Reduce -38.1% 164 $23K
First PREMIER Bank 0.01% Add +3.2% 160 $22K
Perritt Capital Management Inc 0.01% No change 158 $22K
Friedenthal Financial 0.01% No change 157 $22K
Luken Investment Analytics, LLC 0.01% No change 150 $21K
Oakworth Capital, Inc. 0.00% No change 150 $21K
Beaird Harris Wealth Management, LLC 0.00% No change 148 $21K
Tucker Asset Management LLC 0.01% No change 146 $20K
Highline Wealth Partners LLC 0.01% Add +284.2% 146 $20K
PFS Partners, LLC 0.01% Add +0.7% 145 $20K
DiNuzzo Private Wealth, Inc. 0.00% No change 135 $19K
Legacy Bridge, LLC 0.01% No change 132 $18K
Alpine Bank Wealth Management 0.00% No change 132 $18K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 130 $18K
Palisade Asset Management, LLC 0.00% New 125 $17K
Eukles Asset Management 0.01% No change 122 $17K
Comprehensive Financial Planning, Inc. 0.01% Add +0.8% 120 $17K
LGT Financial Advisors LLC 0.03% Add +2.6% 116 $16K
Marshall & Sterling Wealth Advisors Inc. 0.01% New 116 $16K
Center for Financial Planning, Inc. 0.00% No change 115 $16K
Tompkins Financial Corp. 0.00% Reduce -0.9% 114 $16K
Foster Dykema Cabot & Partners, LLC 0.00% No change 111 $15K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -77.1% 110 $15K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 110 $15K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 109 $15K
Legacy Wealth Managment, LLC 0.01% Add +63.6% 108 $15K
Hurley Capital, LLC 0.01% No change 106 $15K
Scarborough Advisors, LLC 0.00% Add +0.9% 106 $15K
DHJJ Financial Advisors, Ltd. 0.00% Reduce -32.0% 104 $14K
Godsey & Gibb, Inc. 0.00% Reduce -36.8% 103 $14K
Old Second National Bank of Aurora 0.00% No change 100 $14K
Ramirez Asset Management, Inc. 0.00% No change 100 $14K
DecisionPoint Financial, LLC 0.00% Add +88.2% 96 $14K
Wolff Wiese Magana LLC 0.01% No change 96 $13K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -16.5% 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% No change 93 $13K
Silicon Valley Capital Partners 0.00% New 92 $13K
Integrity Financial Corp 0.01% No change 91 $13K
Abich Financial Wealth Management LLC 0.00% — 90 $13K
Covestor Ltd 0.01% Add +1.2% 86 $12K
Front Row Advisors LLC 0.00% No change 84 $12K
Rice Partnership, LLC 0.00% Reduce -79.5% 81 $11K
Evermay Wealth Management LLC 0.00% No change 81 $11K
Rialto Wealth Management, LLC 0.00% No change 79 $11K
Abound Wealth Management 0.00% Add +22.6% 76 $11K
Lowe Wealth Advisors, LLC 0.00% No change 75 $10K
Crowley Wealth Management, Inc. 0.01% No change 73 $10K
IMG Wealth Management, Inc. 0.01% No change 66 $9K
Orion Capital Management LLC 0.00% Add +80.0% 63 $9K
New England Capital Financial Advisors LLC 0.00% No change 63 $9K
Consultiva Wealth Management, Corp. 0.02% No change 60 $8K
Federated Hermes, Inc. 0.00% New 60 $8K
Peterson Wealth Services 0.00% Add +3491.4% 2,083 $8K
Logan Capital Management Inc. 0.00% No change 53 $7K
City State Bank 0.00% No change 50 $7K
Redwood Park Advisors LLC 0.00% No change 45 $6K
WPG Advisers, LLC 0.00% No change 39 $5K
Decker Retirement Planning Inc. 0.00% New 38 $5K
Daiwa Securities Group Inc. 0.00% No change 33 $5K
Hoey Investments, Inc. 0.00% No change 30 $4K
FWL Investment Management, LLC 0.00% No change 30 $4K
Private Wealth Management Group, LLC 0.00% New 27 $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% No change 24 $3K
Aventura Private Wealth, LLC 0.00% No change 22 $3K
Sawyer & Company, Inc 0.00% Add +228.6% 23 $3K
Navigoe, LLC 0.00% Add +58.3% 19 $2K
Valley National Advisers Inc. 0.00% Reduce -68.6% 16 $2K
Copia Wealth Management 0.00% No change 14 $2K
FSA Wealth Management LLC 0.00% No change 13 $2K
Financial Network Wealth Advisors LLC 0.00% New 13 $2K
Park Place Capital Corp 0.00% No change 12 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.7% 11 $2K
Weaver Capital Management LLC 0.00% No change 2 $279
Townsend Asset Management Corp. /NC/ 0.00% Reduce -98.6% 2 $278

"% 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.