SS Health Care Select SectorXLVETF

13F holders, Q4 2025 (December 31)
1,843holders +192
204new positions
91sold out
9famous investors
$154.58avg. 13F price*

At the end of Q4 2025, 1,843 institutions reported holding SS Health Care Select Sector (XLV) in their 13F filings, up 192 from Q3 2025. 204 opened new positions and 91 sold out. The largest holders were Bank of America Corp. ($4.3B), JPMorgan Chase & Co. ($2.6B) and Morgan Stanley ($1.8B). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
SS Health Care Select Sector
Filed as
SELECT SECTOR SPDR TR (Q4 2025)
CUSIP
81369Y209
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions204$682.9M
Exits91$435.3M

All 13F filers, Q3 2025 → Q4 2025: 22,241,278 shares bought and 13,765,901 shares sold, net +8,475,377 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,843 holders

Bank of America Corp. 0.31% Reduce -1.9% 27,761,602 $4.3B
JPMorgan Chase & Co. 0.17% Add +21.4% 16,768,323 $2.6B
Morgan Stanley 0.11% Add +8.4% 11,486,551 $1.8B
Goldman Sachs Group Inc. 0.15% Reduce -6.1% 6,775,392 $1.0B
LPL Financial LLC 0.28% Add +2.0% 6,563,313 $1.0B
Wells Fargo & Company 0.19% Add +6.2% 6,359,820 $984.5M
Envestnet Asset Management Inc. 0.24% Add +8.4% 5,140,335 $795.7M
Raymond James Financial Inc. 0.24% Add +1.7% 4,974,099 $770.0M
UBS Group AG 0.14% Add +26.1% 4,721,744 $730.9M
Harel Insurance Investments & Financial Services Ltd. 5.66% Add +34.2% 4,224,401 $653.9M
Nissay Asset Management Corp. /Japan 2.51% Reduce -11.5% 3,114,164 $482.1M
Focus Partners Wealth 0.55% Add +13.1% 3,098,148 $479.6M
Main Management ETF Advisors, LLC 15.77% Add +23.6% 2,858,277 $442.5M
Ameriprise Financial Inc. 0.10% Add +2.8% 2,848,726 $441.0M
Royal Bank of Canada 0.08% Reduce -12.6% 2,833,116 $438.6M
BNP Paribas Financial Markets 0.25% Add +33.4% 2,502,563 $387.4M
Janney Montgomery Scott LLC 0.85% Reduce -7.6% 2,379,303 $368.3M
Truist Financial Corp. 0.47% Reduce -4.6% 2,279,806 $352.9M
WestEnd Advisors, LLC 6.66% Reduce -9.5% 1,846,668 $285.9M
Citigroup Inc. 0.19% Add +7.8% 1,787,478 $276.7M
Menora Mivtachim Holdings LTD. 1.27% Add +70.1% 1,745,213 $270.2M
Meitav Investment House Ltd. 3.03% Add +55.0% 1,697,210 $262.7M
Rokos Capital Management LLP 3.81% New 1,657,495 $256.6M
Caisse de depot et placement du Quebec 0.39% Reduce -55.9% 1,478,334 $228.8M
Prudential Financial Inc. 0.27% No change 1,418,516 $220.8M
Osaic Holdings, Inc. 0.30% Add +11.9% 1,335,820 $206.9M
Phoenix Financial Ltd. 1.98% Add +22.3% 1,181,339 $182.9M
Healthcare of Ontario Pension Plan Trust Fund 0.30% No change 1,135,000 $175.7M
Cibc World Market Inc. 0.30% Add +0.8% 1,087,319 $168.3M
State Street Corp. 0.01% Reduce -31.7% 1,031,165 $159.6M
PGIM Custom Harvest LLC 2.34% Add +9.9% 1,022,257 $158.2M
Barclays PLC 0.06% Add +60.9% 959,994 $148.6M
Cetera Investment Advisers 0.16% Add +11.5% 934,869 $144.7M
Charles Schwab Investment Management Inc. 0.02% Add +71.3% 917,707 $142.1M
Agf Management Ltd. 0.58% Add +8.7% 852,861 $132.0M
Neuberger Berman Group LLC 0.09% Reduce -0.6% 779,946 $120.7M
Capital Investment Advisors, LLC 1.78% Add +10.0% 755,290 $116.9M
Main Management LLC 8.02% Add +27.3% 720,318 $111.5M
Stifel Financial Corp. 0.10% Add +3.2% 690,726 $106.9M
Main Management Fund Advisors LLC 9.48% Add +29.1% 671,500 $103.9M
Victory Capital Management Inc. 0.06% Reduce -7.8% 645,781 $100.0M
Rockefeller Capital Management L.P. 0.16% Add +11.0% 576,599 $89.3M
FIL Ltd 0.06% Add +53.2% 557,620 $86.3M
SRB Corp. 4.73% No change 556,818 $86.2M
Bank of Montreal 0.03% Add +109.1% 535,922 $83.0M
Capital Fund Management S.A. 0.76% Add +279.7% 520,868 $80.6M
RiverFront Investment Group, LLC 1.32% Add +0.6% 517,598 $80.1M
HighTower Advisors, LLC 0.09% Reduce -16.9% 514,902 $79.7M
Bank of Nova Scotia 0.12% Add +303.9% 498,856 $77.2M
Northern Trust Corp. 0.01% Reduce -3.5% 485,186 $75.1M
Conservest Capital Advisors, Inc. 6.66% Reduce -1.4% 477,221 $73.9M
Greenwood Gearhart LLC 3.82% Add +2.1% 448,436 $69.4M
MML Investors Services, LLC 0.17% Add +49.9% 443,753 $68.7M
J.Safra Asset Management Corp 3.53% Add +4.9% 435,331 $67.4M
BlackRock, Inc. 0.00% Reduce -42.9% 434,865 $67.3M
US Bancorp \de 0.08% Reduce -1.5% 422,040 $65.3M
Commonwealth Equity Services, LLC 0.08% Reduce -18.0% 410,298 $63.5M
Nwi Management LP 3.84% Add +1525.2% 406,300 $62.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.48% Add +147.9% 399,881 $61.9M
Gerber Kawasaki Wealth & Investment Management 2.14% Add +3.3% 395,704 $61.3M
Advisory Alpha, LLC 1.58% Reduce -1.8% 374,757 $58.0M
Signature Estate & Investment Advisors LLC 1.14% Add +1.9% 366,040 $56.7M
State of Michigan Retirement System 0.27% Add +2.6% 364,188 $56.4M
Alps Advisors Inc. 0.31% Reduce -1.2% 341,368 $52.8M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3.38% No change 334,240 $51.7M
KCM Investment Advisors LLC 1.65% Reduce -2.5% 331,326 $51.3M
Migdal Insurance & Financial Holdings Ltd. 0.43% Reduce -52.1% 320,504 $49.6M
Private Advisor Group, LLC 0.23% Add +30.5% 315,051 $48.8M
Cerity Partners LLC 0.07% Add +373.3% 304,466 $47.1M
Cambridge Investment Research Advisors, Inc. 0.12% Add +8.8% 295,824 $45.8M
HSBC Holdings PLC 0.03% Add +13.2% 282,927 $44.0M
Wellspring Financial Advisors, LLC 3.45% Add +6.2% 281,718 $43.6M
TD Waterhouse Canada Inc. 0.26% Add +13.4% 270,604 $41.9M
BW Gestao de Investimentos Ltda. 1.45% Reduce -11.6% 266,000 $41.2M
Mercer Global Advisors Inc. 0.06% Reduce -8.6% 266,132 $40.5M
1832 Asset Management L.P. 0.05% Reduce -3.1% 260,673 $40.4M
Cantor Fitzgerald, L. P. 1.20% No change 260,000 $40.2M
Farther Finance Advisors, LLC 0.43% Add +25.4% 258,666 $40.0M
Elo Mutual Pension Insurance Co 0.61% Reduce -73.7% 257,540 $39.9M
Steward Partners Investment Advisory, LLC 0.22% Add +148.9% 253,314 $39.2M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 5.27% Add +39.0% 245,800 $38.0M
Assetmark, Inc. 0.08% Reduce -20.8% 239,703 $37.1M
Wharton Business Group, LLC 1.38% Add +0.0% 233,963 $36.2M
Krilogy Financial LLC 1.23% Add +3.4% 228,333 $36.1M
MAI Capital Management 0.21% Add +8.7% 232,822 $36.0M
Kingsview Wealth Management, LLC 0.50% Reduce -3.1% 226,282 $35.0M
NewEdge Advisors, LLC 0.12% Add +2.7% 214,013 $33.1M
PNC Financial Services Group, Inc. 0.02% Reduce -2.6% 212,392 $32.9M
Jones Financial Companies LLLP 0.02% Add +18.7% 211,247 $32.7M
Sanctuary Advisors, LLC 0.18% Add +1.1% 208,275 $32.2M
Mariner, LLC 0.04% Add +18.9% 206,456 $32.0M
Miller Investment Management, LP 3.00% Add +28.5% 198,322 $30.7M
Rothschild Capital Partners, LLC 7.24% Add +74.9% 198,138 $30.7M
Peapack Gladstone Financial Corp. 0.38% Reduce -0.7% 197,281 $30.5M
Stonebridge Financial Group, LLC 2.56% New 193,341 $29.9M
Swan Global Investments, LLC 1.40% Reduce -22.4% 190,351 $29.5M
FMR LLC 0.00% Add +5.6% 189,130 $29.3M
Equitable Holdings, Inc. 0.20% Reduce -18.2% 185,665 $28.7M
Spinnaker Trust 1.53% Add +0.3% 184,367 $28.5M
Corient Private Wealth LP 0.04% Add +23.9% 183,486 $28.4M
Makena Capital Management LLC 3.38% Reduce -22.5% 182,397 $28.2M
Ashton Thomas Private Wealth, LLC 0.69% Add +38.3% 181,592 $28.1M
Trek Financial, LLC 1.63% Reduce -6.9% 181,170 $28.0M
Biltmore Wealth Management, LLC 10.32% Add +0.3% 176,560 $27.3M
SP Asset Management LLC 2.14% Add +0.4% 175,209 $27.1M
Trilogy Capital Inc. 1.21% Add +44.2% 174,128 $27.0M
Financial Advisory Corp 3.90% Reduce -3.3% 173,415 $26.8M
Fullerton Fund Management Co Ltd. 1.16% New 171,576 $26.6M
MMBG Investment Advisors Co. 2.23% Reduce -14.3% 171,009 $26.5M
Wealth Enhancement Advisory Services, LLC 0.04% Add +6.3% 166,161 $26.3M
Thrivent Financial for Lutherans 0.05% Add +88.4% 167,799 $26.1M
American Financial Advisors, LLC 3.28% Reduce -0.4% 164,284 $25.4M
University of Illinois Foundation 8.63% New 162,410 $25.1M
D. E. Shaw & Co. 0.02% Reduce -66.7% 160,128 $24.8M
Captrust Financial Advisors 0.05% Add +0.2% 159,639 $24.7M
Means Investment Co., Inc. 2.06% Reduce -4.4% 158,157 $24.5M
Exchange Traded Concepts, LLC 0.20% Add +240.1% 153,044 $23.7M
Park Avenue Securities LLC 0.20% Add +37.8% 151,218 $23.4M
Potomac Fund Management Inc. 0.86% Add +7138.9% 150,858 $23.4M
Kestra Advisory Services, LLC 0.09% Add +15.2% 144,658 $22.4M
Lighthouse Financial Services Inc. 5.14% — 144,488 $22.4M
IHT Wealth Management, LLC 0.54% Add +17.8% 144,020 $22.3M
Graves Light Lenhart Wealth, Inc. 2.35% Add +1.1% 143,345 $22.2M
Creative Planning 0.02% Add +6.3% 136,889 $21.2M
Concurrent Investment Advisors, LLC 0.24% Add +63.9% 136,467 $21.1M
BTG Pactual Asset Management US LLC 2.34% Add +32.3% 134,367 $20.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2.79% Add +5.7% 134,247 $20.8M
Blair William & Co. 0.06% Add +17.4% 133,987 $20.7M
Adams Diversified Equity Fund, Inc. 0.69% Reduce -7.7% 133,200 $20.6M
IMZ Advisory Inc 7.54% Add +8.6% 133,055 $20.6M
Kwmg, LLC 1.74% Add +8.6% 130,246 $20.2M
Bar Harbor Wealth Management 1.16% Add +0.9% 130,073 $20.1M
Fisher Asset Management 0.01% Add +15.5% 129,942 $20.1M
Ayalon Insurance Comp Ltd. 4.85% Reduce -6.5% 129,169 $20.0M
Passaic Partners LLC 2.06% Reduce -4.6% 128,613 $19.9M
Measured Wealth Private Client Group, LLC 5.22% Add +4.5% 127,527 $19.7M
United Capital Financial Advisors, LLC 0.12% Add +33.3% 126,552 $19.6M
McKinley Carter Wealth Services, Inc. 1.08% Reduce -18.0% 124,830 $19.3M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3.74% No change 123,027 $19.0M
Cwm, LLC 0.05% Add +32.9% 122,409 $18.9M
HighPoint Advisor Group LLC 0.41% New 119,251 $18.5M
Valmark Advisers, Inc. 0.23% Add +1.1% 118,514 $18.3M
Fifth Third Bancorp 0.06% Reduce -4.1% 117,952 $18.3M
Baird Financial Group, Inc. 0.03% Add +19.8% 117,186 $18.1M
First Interstate Bank 0.97% Reduce -2.2% 117,006 $18.1M
DAVENPORT & Co LLC 0.10% Reduce -14.8% 116,644 $18.1M
Oppenheimer Asset Management Inc. 0.22% Add +6.0% 115,633 $17.9M
Perigon Wealth Management, LLC 0.31% Add +13.6% 113,028 $17.5M
Long Run Wealth Advisors, LLC 3.29% Add +2.2% 112,814 $17.5M
Evolution Wealth Advisors, LLC 1.75% Add +1.2% 112,462 $17.4M
EP Wealth Advisors, LLC 0.09% — 110,181 $17.1M
Comerica Bank 0.07% Reduce -8.1% 109,128 $16.9M
Tamar Securities, LLC 1.78% Add +26.1% 108,623 $16.8M
SG Americas Securities, LLC 0.02% Reduce -25.4% 108,397 $16.8M
Maven Securities LTD 2.13% Reduce -18.5% 108,260 $16.8M
Balance Wealth Partners LLC 5.35% Reduce -49.8% 107,695 $16.7M
Bellwether Advisors, LLC 2.66% New 107,545 $16.6M
Tudor Investment Corporation 0.09% New 107,296 $16.6M
Point72 Asset Management 0.03% Add +3451.3% 106,964 $16.6M
Estate Counselors, LLC 1.37% Add +4.7% 105,633 $16.4M
Country Trust Bank 0.29% Add +15.6% 104,888 $16.2M
Concentric Capital Strategies, LP 0.84% Reduce -23.3% 104,643 $16.2M
Analyst IMS Investment Management Services Ltd. 0.47% Add +0.0% 104,369 $16.2M
Round Rock Advisors LLC 2.40% Add +3.3% 103,227 $16.0M
Dakota Wealth Management 0.28% Add +18.7% 102,976 $15.9M
Squarepoint Ops LLC 0.03% Reduce -46.0% 102,542 $15.9M
Salomon & Ludwin, LLC 1.35% Reduce -2.1% 98,760 $15.3M
Asset Advisors Investment Management, LLC 1.41% Add +5.6% 98,733 $15.3M
New Harbor Financial Group, LLC 2.73% New 96,368 $14.9M
Sava Penzisko Drushtvo A.D. Skopje 4.78% No change 95,574 $14.8M
Hilltop Wealth Advisors, LLC 7.42% Add +2.6% 95,432 $14.8M
Cullen Capital Management, LLC 0.16% Add +994.9% 94,269 $14.6M
J. Goldman & Co LP 0.56% Add +27.0% 93,546 $14.5M
Flagship Harbor Advisors, LLC 0.67% Add +202.2% 91,066 $14.1M
Integrated Advisors Network LLC 0.62% Add +28.6% 90,662 $14.0M
Keybank National Association 0.05% Add +12.0% 89,453 $13.8M
National Bank of Canada 0.01% Reduce -59.1% 88,578 $13.7M
Spire Wealth Management 0.45% Reduce -5.4% 87,483 $13.5M
Clarity Financial LLC 1.24% Reduce -39.2% 86,788 $13.4M
Gratus Wealth Advisors, LLC 1.86% Add +1.3% 86,450 $13.4M
Brave Asset Management Inc. 3.15% Add +1.1% 86,137 $13.3M
Old National Bancorp 0.22% Add +1.5% 85,499 $13.2M
Scotia Capital Inc. 0.05% Add +61.2% 84,226 $13.0M
Insight Wealth Strategies, LLC 1.49% Reduce -0.3% 84,067 $13.0M
Lido Advisors, LLC 0.05% Add +0.1% 86,947 $12.8M
Simon Quick Advisors, LLC 0.56% Reduce -0.1% 82,867 $12.8M
J.W. Cole Advisors, Inc. 0.31% Add +8.3% 101,560 $12.8M
Lowe Brockenbrough & Co. Inc. 0.63% Add +6.7% 82,001 $12.7M
WBH Advisory Inc. 0.94% Add +8.9% 81,630 $12.6M
Carnegie Investment Counsel 0.23% Reduce -4.7% 81,181 $12.6M
Nan Shan Life Insurance Co., Ltd. 0.39% Reduce -88.8% 81,000 $12.5M
Prosperity Consulting Group, LLC 0.56% Reduce -3.4% 80,740 $12.5M
Stillwater Capital Advisors, LLC 1.33% Reduce -1.1% 80,191 $12.4M
Oppenheimer & Co. Inc. 0.17% Reduce -47.0% 78,669 $12.2M
Pinnbrook Capital Management LP 3.05% New 76,294 $11.8M
Arkadios Wealth Advisors 0.23% Add +7.9% 75,067 $11.6M
Petredis Investment Advisors LLC 0.91% Reduce -0.0% 74,617 $11.6M
Advisory Services Network, LLC 0.16% Add +36.0% 74,135 $11.5M
&partners 0.06% Add +19.6% 74,142 $11.5M
Stratos Wealth Partners, LTD. 0.13% Add +54.3% 73,848 $11.4M
Vickerman Investment Advisors, Inc. 2.24% Reduce -3.1% 72,307 $11.2M
Atom Investors LP 0.88% Reduce -32.1% 71,941 $11.1M
CMH Wealth Management LLC 2.35% Reduce -1.6% 70,995 $11.0M
Eagle Wealth Strategies LLC 5.11% Add +4.7% 70,852 $11.0M
Parkside Investments, LLC 1.37% Reduce -7.7% 70,516 $10.9M
AlphaCore Capital LLC 0.24% Reduce -2.5% 70,263 $10.9M
Tocqueville Asset Management L.P. 0.16% Add +3.8% 70,097 $10.9M
Frisch Financial Group, Inc. 2.43% Reduce -2.0% 70,045 $10.8M
Mfa Wealth Advisors, LLC 2.28% Add +3.7% 69,732 $10.8M
Prudent Investors Network, Inc. 2.44% Reduce -14.0% 68,793 $10.6M
First Merchants Corp. 0.39% Add +9.3% 68,416 $10.6M
Compass Wealth Management, LLC 4.32% Add +12.6% 67,802 $10.5M
Csenge Advisory Group 0.47% Add +421.4% 67,674 $10.5M
Howard Capital Management Group, LLC 0.66% Add +1.1% 67,511 $10.5M
Northwestern Mutual Wealth Management Co. 0.01% Add +213.9% 67,112 $10.4M
Innealta Capital, LLC 5.60% No change 66,870 $10.4M
Lebenthal Global Advisors, LLC 1.60% Reduce -0.0% 66,779 $10.3M
Hobart Private Capital, LLC 2.00% Reduce -1.3% 66,220 $10.3M
Martin & Co. Inc. 1.74% Add +2.6% 65,336 $10.1M
Winthrop Capital Management, LLC 2.32% Reduce -0.2% 64,303 $10.0M
High Note Wealth, LLC 1.93% Reduce -2.0% 63,695 $9.9M
Pachira Investments Inc. 4.71% Add +9.0% 62,497 $9.7M
Bank Hapoalim BM 0.87% Add +15.6% 62,406 $9.7M
Premier Path Wealth Partners, LLC 1.24% Reduce -10.2% 62,268 $9.6M
Intrua Financial, LLC 1.05% Add +76.7% 61,794 $9.6M
Global Endowment Management, LP 1.19% Reduce -2.7% 61,592 $9.5M
Waverly Advisors, LLC 0.08% Add +13.1% 61,570 $9.5M
Prestige Wealth Management Group LLC 1.82% Add +3.2% 61,499 $9.5M
WESPAC Advisors SoCal, LLC 1.92% Add +3.5% 61,458 $9.5M
Titan Wealth (CI) Ltd 3.58% — 60,201 $9.3M
Founders Financial Securities LLC 0.55% Add +9.5% 60,187 $9.3M
Atria Investments, Inc 0.11% Reduce -9.9% 59,902 $9.3M
Sage Capital Advisors,llc 2.20% Reduce -0.3% 59,765 $9.3M
Quantinno Capital Management LP 0.02% Add +3.0% 58,989 $9.1M
Marshall Wace, LLP 0.01% Add +64.1% 58,781 $9.1M
Constitution Capital LLC 4.27% Add +0.2% 58,305 $9.0M
UNIVEST FINANCIAL Corp 0.48% Add +543.1% 58,063 $9.0M
Federation des caisses Desjardins du Quebec 0.03% Add +3.1% 57,550 $8.9M
Benjamin Edwards Inc. 0.10% Add +118.7% 57,214 $8.9M
Toth Financial Advisory Corp. 0.96% Add +43.4% 57,060 $8.8M
Gladstone Institutional Advisory LLC 0.33% Reduce -7.0% 56,698 $8.8M
TCV Trust & Wealth Management, Inc. 0.71% Add +9.8% 56,624 $8.8M
Arta Finance Wealth Management LLC 4.46% — 56,500 $8.7M
Castleark Management LLC 0.26% New 56,130 $8.7M
Horizon Investments, LLC 0.11% Add +5.7% 55,972 $8.7M
Pathstone Holdings, LLC 0.03% Reduce -8.3% 55,847 $8.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 55,735 $8.6M
Provident Co of the Employees of the Hebrew University LTD 8.94% No change 55,635 $8.6M
Strategic Advisory Partners, LLC 7.14% — 55,592 $8.6M
Envision Financial Planning, LLC 3.21% Add +158.5% 54,907 $8.5M
Woodmont Investment Counsel LLC 0.53% Add +1.0% 54,176 $8.4M
Forbes J M & Co. LLP 0.68% No change 54,169 $8.4M
IFP Advisors, Inc 0.19% Add +9.5% 53,790 $8.3M
Continuum Wealth Advisors, LLC 3.21% New 53,724 $8.3M
Orange Investment Advisors, Inc. 0.92% Reduce -5.0% 53,697 $8.3M
Redhawk Wealth Advisors, Inc. 0.93% New 53,579 $8.3M
Savvy Advisors, Inc. 0.27% Add +2573.1% 53,515 $8.3M
Procyon Advisors, LLC 0.41% Add +88.6% 53,292 $8.2M
Allred Capital Management, LLC 2.97% Add +6.9% 53,061 $8.2M
Sigma Planning Corp 0.23% Add +15.3% 52,675 $8.2M
Deane Retirement Strategies, Inc. 3.37% New 52,459 $8.1M
Independence Wealth Advisors, LLC 4.54% — 52,091 $8.1M
AlphaStar Capital Management, LLC 0.59% New 52,046 $8.1M
Integrated Wealth Concepts LLC 0.10% Reduce -26.4% 52,015 $8.1M
Western Wealth Management, LLC 0.37% Add +3.4% 51,797 $8.0M
Cercano Management LLC 0.30% Reduce -12.4% 51,519 $8.0M
Hancock Whitney Corp. 0.14% Reduce -1.3% 50,807 $7.9M
Private Wealth Advisors, LLC 2.82% Add +41.0% 50,497 $7.8M
Natixis 0.03% Add +0.4% 50,180 $7.8M
Keebeck Wealth Management 0.90% Reduce -1.9% 50,103 $7.8M
Centaurus Financial, Inc. 0.35% Add +1.6% 49,758 $7.7M
Graham Capital Management, L.P. 0.38% New 49,500 $7.7M
Fifth Third Securities, Inc. 0.50% Reduce -9.7% 48,943 $7.6M
Robertson Stephens Wealth Management, LLC 0.21% Add +36.0% 48,713 $7.5M
Keystone Global Partners, LLC 3.30% Add +12.0% 48,528 $7.5M
Capital Insight Partners, LLC 1.57% Reduce -14.6% 47,997 $7.4M
Cresset Asset Management, LLC 0.03% Add +75.4% 47,158 $7.3M
Essex LLC 1.29% Add +4.2% 46,925 $7.3M
Evercore Wealth Management, LLC 0.11% Reduce -0.1% 46,725 $7.2M
Annex Advisory Services, LLC 0.14% Add +0.1% 46,587 $7.2M
Hilltop Holdings Inc. 0.43% Add +64.2% 46,451 $7.2M
Tritonpoint Wealth, LLC 0.73% Reduce -2.5% 46,420 $7.2M
Baltimore-Washington Financial Advisors, Inc. 0.30% Reduce -0.2% 46,403 $7.2M
BigSur Wealth Management LLC 1.74% Add +20.7% 46,299 $7.2M
Journey Advisory Group, LLC 0.60% Add +948.1% 46,273 $7.2M
Coastal Bridge Advisors, LLC 0.53% Reduce -5.8% 45,399 $7.0M
Sharp Wealth Advisory, LLC 3.53% New 45,338 $7.0M
Patten & Patten Inc. 0.41% Add +2.6% 45,277 $7.0M
Ball & Co Wealth Management Inc. 4.48% New 44,942 $7.0M
Foronjy Financial LLC 2.90% Add +7.3% 44,922 $7.0M
Lake Hills Wealth Management, LLC 3.62% New 44,827 $6.9M
Parallax Volatility Advisers, L.P. 0.24% Reduce -5.8% 44,693 $6.9M
Financial Enhancement Group LLC 0.88% New 42,870 $6.8M
Marvin & Palmer Associates Inc. 4.77% New 43,630 $6.8M
Banco Santander, S.A. 0.05% Add +20.6% 43,442 $6.7M
Lyell Wealth Management, LP 0.49% Add +27.1% 43,410 $6.7M
Sender Co & Partners, Inc. 3.80% Reduce -36.0% 43,114 $6.7M
Kennicott Capital Management LLC 3.24% Add +1.8% 43,113 $6.7M
Provida Pension Fund Administrator 0.12% No change 43,085 $6.7M
Thor Trading Advisors, LLC 2.74% Add +37.7% 42,451 $6.6M
One Wealth Map LLC 3.32% Add +7.9% 41,942 $6.5M
Summit Financial, LLC 0.10% Add +38.7% 41,845 $6.5M
Bonfire Financial 4.81% Add +2.4% 41,574 $6.4M
Symmetry Investments LP 1.19% New 41,400 $6.4M
Orion Porfolio Solutions, LLC 0.05% Reduce -3.8% 41,299 $6.4M
Busey Bank 0.17% Add +0.7% 41,176 $6.4M
Granite Harbor Advisors, Inc. 2.69% Add +4.4% 41,093 $6.4M
World Investment Advisors 0.10% Add +66.8% 40,953 $6.3M
Stockman Wealth Management, Inc. 0.73% Add +8.8% 40,405 $6.3M
Millennium Management 0.00% Reduce -92.0% 40,261 $6.2M
Prime Capital Investment Advisors, LLC 0.08% Reduce -7.4% 40,025 $6.2M
Summit Securities Group LLC 1.10% New 39,891 $6.2M
Sharper & Granite LLC 2.17% Reduce -2.1% 39,862 $6.2M
U.S. Capital Wealth Advisors, LLC 0.16% Add +10.5% 39,824 $6.2M
Peterson Wealth Management 4.56% New 39,664 $6.1M
Signal Advisors Wealth, LLC 0.49% Reduce -30.9% 39,587 $6.1M
Magnus Financial Group LLC 0.47% Add +10.7% 39,349 $6.1M
Black Swift Group, LLC 1.02% New 39,236 $6.1M
Financial Freedom, LLC 2.98% Reduce -4.2% 38,846 $6.0M
Nvwm, LLC 1.30% Add +13.3% 38,713 $6.0M
Simmons Bank 0.40% Reduce -3.4% 38,646 $6.0M
Bank of New York Mellon Corp 0.00% Add +28.9% 38,550 $6.0M
Foundations Investment Advisors, LLC 0.08% Add +1.6% 38,284 $5.9M
3EDGE Asset Management, LP 0.31% Add +97.2% 38,055 $5.9M
IMC-Chicago, LLC 0.10% Add +78.5% 38,188 $5.9M
Brown Brothers Harriman & Co. 0.03% Add +23.6% 37,863 $5.9M
Larson Financial Group LLC 0.20% Add +237.1% 37,762 $5.8M
Headlands Technologies LLC 0.49% New 37,710 $5.8M
Brookstone Capital Management 0.07% Add +77.6% 37,655 $5.8M
Independent Financial Group, LLC 0.13% Add +3.0% 37,562 $5.8M
Pinnacle Associates Ltd. 0.07% Reduce -4.1% 37,296 $5.8M
NorthRock Partners, LLC 0.10% Add +71.2% 36,624 $5.7M
Cary Street Partners Financial LLC 0.14% Reduce -0.7% 36,614 $5.7M
Mirae Asset Global Investments Co., Ltd. 0.02% New 36,551 $5.7M
Credit Agricole S A 0.02% Reduce -17.2% 36,185 $5.6M
Pinnacle Financial Partners, Inc. 0.04% — 36,017 $5.6M
Fiduciary Group, LLC 0.47% Add +2.6% 36,001 $5.6M
Commerce Bank 0.03% Add +0.7% 35,801 $5.5M
5th Street Advisors, LLC 2.59% Reduce -3.4% 35,796 $5.5M
Sykon Capital LLC 1.76% New 35,500 $5.5M
CreativeOne Wealth, LLC 0.13% Add +17.9% 35,308 $5.5M
O'shaughnessy Asset Management, LLC 0.03% Reduce -63.1% 35,298 $5.5M
Cooksen Wealth, LLC 3.98% Reduce -2.3% 35,119 $5.4M
Chemung Canal Trust Co. 1.08% Reduce -6.3% 35,113 $5.4M
Vaughan David Investments LLC 0.12% Add +15.6% 34,976 $5.4M
Algorithmic Investment Models, LLC 6.67% Reduce -4.3% 34,926 $5.4M
Beacon Pointe Advisors, LLC 0.04% Add +10.0% 34,515 $5.3M
Herbst Group, LLC 3.13% Add +12.2% 34,414 $5.3M
Venturi Wealth Management, LLC 0.23% Reduce -11.8% 33,695 $5.2M
Westside Investment Management, Inc. 0.83% Add +2.9% 33,561 $5.2M
Wealthfront Advisers LLC 0.01% Add +13.2% 33,416 $5.2M
Arete Wealth Advisors, LLC 0.36% Add +211.4% 33,344 $5.2M
Sowell Financial Services LLC 0.19% Reduce -2.2% 33,196 $5.1M
Choate Investment Advisors 0.10% Reduce -4.2% 33,163 $5.1M
Vident Advisory, LLC 0.05% Add +937.1% 33,010 $5.1M
Bleakley Financial Group, LLC 0.09% Add +1.3% 32,761 $5.1M
Delos Wealth Advisors, LLC 3.35% Add +2.9% 32,747 $5.1M
Midwest Trust Co 0.06% Add +0.9% 32,745 $5.1M
Pallas Capital Advisors LLC 0.17% Reduce -1.4% 32,709 $5.1M
Deltec Asset Management LLC 0.84% Reduce -1.5% 32,610 $5.0M
Sound View Wealth Advisors Group, LLC 0.34% Reduce -3.2% 32,587 $5.0M
Twin Focus Capital Partners, LLC 0.58% Add +6.8% 32,495 $5.0M
Courier Capital LLC 0.28% Add +1.5% 32,360 $5.0M
Smith Chas P & Associates Pa Cpas 0.26% New 31,924 $4.9M
Harbor Capital Advisors, Inc. 0.38% Add +7735.9% 31,892 $4.9M
Fourth Dimension Wealth, LLC 1.79% Add +1.9% 31,721 $4.9M
Axxcess Wealth Management, LLC 0.09% Add +241.6% 31,684 $4.9M
FPC Investment Advisory, Inc. 2.67% Add +3.9% 31,457 $4.9M
Liberty One Investment Management, LLC 0.62% Reduce -34.5% 31,351 $4.9M
M&T Bank Corp 0.02% Add +53.1% 31,072 $4.8M
Flow Traders U.S. LLC 0.16% New 31,045 $4.8M
MidFirst Bank 0.38% — 30,829 $4.8M
Level Four Advisory Services, LLC 0.15% Reduce -8.6% 30,512 $4.7M
Stephens Inc. 0.06% Reduce -9.5% 30,413 $4.7M
Kestra Private Wealth Services, LLC 0.06% Add +5.9% 29,979 $4.6M
Kovack Advisors, Inc. 0.22% Add +67.0% 29,711 $4.6M
HB Wealth Management, LLC 0.03% Add +0.4% 29,694 $4.6M
Crew Capital Management, Ltd 2.88% Add +5.4% 29,546 $4.6M
Franklin Resources Inc. 0.00% Add +406.2% 29,445 $4.6M
Sepio Capital, LP 0.25% Reduce -20.9% 29,427 $4.6M
Merit Financial Group, LLC 0.04% Add +6.3% 29,256 $4.5M
Apollon Financial, LLC 0.66% Add +195.7% 29,207 $4.5M
GeoWealth Management, LLC 0.17% Add +2.9% 29,182 $4.5M
Sequoia Financial Advisors, LLC 0.03% Add +3.2% 28,890 $4.5M
Simplex Trading, LLC 0.12% Reduce -94.2% 28,657 $4.4M
Meridian Wealth Management, LLC 0.16% Add +5.7% 28,589 $4.4M
Gotham Asset Management 0.02% Add +24.4% 28,519 $4.4M
Harbour Investments, Inc. 0.09% Add +18.6% 28,435 $4.4M
Econ Financial Services Corp 2.20% Reduce -26.5% 28,398 $4.4M
Envestnet Portfolio Solutions, Inc. 0.02% Add +125.1% 28,368 $4.4M
Victory Financial Group, LLC 0.55% Add +8.2% 28,280 $4.4M
WT Wealth Management 1.26% Add +22.6% 28,261 $4.4M
Theory Financial LLC 1.45% Add +34.4% 27,233 $4.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -1.1% 27,408 $4.3M
Glenmede Trust Co. NA 0.02% — 27,469 $4.3M
Banco BTG Pactual S.A. 0.75% Add +29.9% 27,420 $4.2M
Benedict Financial Advisors Inc. 0.89% Add +2.1% 27,416 $4.2M
Mutual Advisors, LLC 0.09% Add +11.2% 27,366 $4.2M
10Elms LLP 4.39% Reduce -3.8% 27,087 $4.2M
Dorsey & Whitney Trust CO LLC 0.22% Reduce -1.7% 27,077 $4.2M
Riverpoint Wealth Management Holdings, LLC 0.89% Add +0.1% 26,665 $4.1M
Innova Wealth Partners 2.07% New 26,556 $4.1M
Certuity, LLC 0.26% Reduce -10.7% 26,551 $4.1M
Walleye Capital LLC 0.03% Add +3076.6% 26,493 $4.1M
Nelson Capital Management, LLC 0.48% Add +4.5% 26,343 $4.1M
First Horizon Corp. 0.18% Add +0.1% 26,195 $4.1M
Gateway Wealth Partners, LLC 0.45% Reduce -0.5% 26,126 $4.0M
Principal Financial Group Inc. 0.00% Add +85.2% 26,048 $4.0M
Colton Groome Financial Advisors, LLC 1.16% Add +1.8% 26,037 $4.0M
Bay Rivers Group 1.63% Add +3.3% 25,963 $4.0M
Transamerica Financial Advisors, LLC 0.34% Add +24.3% 25,916 $4.0M
Dynamic Advisor Solutions LLC 0.13% Reduce -0.2% 25,807 $4.0M
Brandywine Oak Private Wealth LLC 0.33% Add +0.0% 25,781 $4.0M
Focus Financial Network, Inc. 0.14% Reduce -5.3% 25,499 $3.9M
Wealthedge Investment Advisors, LLC 1.46% Reduce -0.2% 25,455 $3.9M
Adams Wealth Management 0.84% Reduce -10.8% 25,365 $3.9M
CacheTech Inc. 0.73% Reduce -10.8% 25,365 $3.9M
Allworth Financial LP 0.02% Reduce -12.3% 25,327 $3.9M
Prospera Financial Services Inc 0.06% Add +99.3% 25,306 $3.9M
PeakShares LLC 3.80% — 25,171 $3.9M
Manhattan West Asset Management, LLC 0.79% Add +190.9% 25,085 $3.9M
Embree Financial Group 0.48% Reduce -6.9% 24,968 $3.9M
Belpointe Asset Management LLC 0.14% Add +8.7% 24,890 $3.9M
Silver Coast Investments LLC 1.31% New 24,620 $3.8M
Q3 Asset Management 0.87% New 24,602 $3.8M
Woodline Partners LP 0.01% New 24,567 $3.8M
New England Private Wealth Advisors LLC 0.47% Reduce -0.1% 24,366 $3.8M
Bfsg, LLC 0.36% Reduce -8.4% 24,235 $3.8M
Jackson, Grant Investment Advisers, Inc. 1.23% Add +1.2% 24,210 $3.7M
Mill Creek Capital Advisors, LLC 0.08% Reduce -30.5% 24,196 $3.7M
Natixis Advisors, LLC 0.01% Reduce -0.7% 23,939 $3.7M
Syon Capital LLC 0.18% Reduce -0.0% 23,847 $3.7M
D.A. Davidson & Co. 0.02% Add +5.5% 23,529 $3.6M
Leuthold Group, LLC 0.39% Add +15.8% 23,503 $3.6M
First Financial Bank - Trust Division 0.30% Add +0.4% 23,405 $3.6M
Laraway Financial Advisors Inc 2.35% Reduce -0.7% 23,307 $3.6M
Massachusetts Wealth Management 1.68% Add +10.5% 23,298 $3.6M
Rockingstone Advisors LLC 1.64% Add +2.8% 23,219 $3.6M
Darwin Wealth Management, LLC 1.11% Reduce -4.3% 23,156 $3.6M
Johnson Investment Counsel Inc. 0.03% Add +19.4% 23,154 $3.6M
Capital Investment Advisory Services, LLC 0.25% Add +9.1% 23,084 $3.6M
Atlantic Union Bankshares Corp 0.07% Reduce -0.6% 23,054 $3.6M
Global Retirement Partners, LLC 0.06% Add +9.8% 23,040 $3.6M
Choreo, LLC 0.05% Reduce -1.0% 22,823 $3.6M
PFG Advisors 0.17% Reduce -16.6% 22,930 $3.5M
Atlas Capital Advisors Inc. 0.40% — 22,929 $3.5M
RFG Advisory, LLC 0.07% Reduce -3.2% 22,922 $3.5M
Maxele Advisors, LLC 2.87% Reduce -1.1% 22,840 $3.5M
Obermeyer Wealth Partners 0.16% New 22,827 $3.5M
Tower Research Capital LLC (TRC) 0.09% Add +206190.9% 22,692 $3.5M
AMG National Trust Bank 0.08% Reduce -0.4% 22,598 $3.5M
MTM Investment Management, LLC 1.11% Add +1.9% 22,551 $3.5M
Myriad Asset Management Advisors LLC 1.07% — 22,494 $3.5M
Apollon Wealth Management, LLC 0.06% Add +10.2% 22,425 $3.5M
Harrell Investment Partners, LLC 0.82% Reduce -2.3% 22,349 $3.5M
Ferguson Wellman Capital Management, Inc. 0.06% Reduce -1.0% 22,294 $3.5M
Mechanics Bank Trust Department 0.45% Reduce -2.6% 22,283 $3.4M
Summit Trail Advisors, LLC 0.06% Reduce -25.1% 22,256 $3.4M
Jacobi Capital Management LLC 0.20% Add +43.7% 22,185 $3.4M
Bessemer Group Inc. 0.01% Reduce -8.7% 22,115 $3.4M
New Wave Wealth Advisors LLC 1.25% Add +11.9% 22,019 $3.4M
Titiun Yejiel 4.18% — 21,970 $3.4M
MBA Advisors LLC 1.37% Add +35.8% 21,948 $3.4M
Flagship Private Wealth, LLC 1.33% Add +2.5% 21,897 $3.4M
Creative Financial Designs Inc. 0.21% Add +133.3% 21,803 $3.4M
Farmers & Merchants Trust Co of Chambersburg PA 0.94% No change 21,768 $3.4M
Centric Wealth Management 0.71% Reduce -4.0% 21,619 $3.4M
Capstone Wealth Management Group LLC 2.03% Reduce -0.8% 21,627 $3.3M
CWC Advisors, LLC. 1.61% Reduce -0.2% 21,494 $3.3M
Pine Valley Investments Ltd Liability Co 0.17% Add +22.6% 21,485 $3.3M
Midwest Professional Planners, LTD. 0.79% New 21,445 $3.3M
Balyasny Asset Management L.P. 0.01% Reduce -50.1% 21,444 $3.3M
Whittier Trust Co. of Nevada Inc. 0.07% Add +0.9% 20,988 $3.3M
Haverford Trust Co 0.03% Add +0.7% 21,343 $3.3M
NTV Asset Management LLC 0.35% Add +341.2% 21,294 $3.3M
Turtle Creek Wealth Advisors, LLC 0.26% Add +85.7% 21,286 $3.3M
Tandem Investment Partners LLC 2.78% Reduce -2.3% 21,265 $3.3M
Prospect Financial Services LLC 1.88% Add +15.6% 21,153 $3.3M
Silphium Asset Management Ltd 1.38% New 20,975 $3.2M
One Charles Private Wealth Services, LLC 0.84% Reduce -0.5% 20,928 $3.2M
Archford Capital Strategies, LLC 0.38% Add +355.8% 20,865 $3.2M
Marion Wealth Management 0.72% Add +1.1% 20,509 $3.2M
AQR Capital Management 0.00% Add +29.5% 20,803 $3.2M
Insigneo Advisory Services, LLC 0.23% Add +2.2% 20,782 $3.2M
Milestones Private Investment Advisors LLC 2.21% Reduce -1.8% 20,735 $3.2M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -8.8% 20,733 $3.2M
CoreCap Advisors, LLC 0.11% Add +2.0% 20,696 $3.2M
James Investment Research, Inc. 0.35% Reduce -2.7% 20,689 $3.2M
Hohimer Wealth Management, LLC 0.43% New 20,635 $3.2M
ES4, LLC 2.20% — 20,585 $3.2M
One Day In July LLC 0.26% Add +5.8% 20,585 $3.2M
MontVue Capital Management, Inc. 2.12% Reduce -1.2% 20,564 $3.2M
Principle Wealth Partners LLC 0.18% Add +0.3% 20,489 $3.2M
Jump Financial, LLC 0.04% New 20,438 $3.2M
Butensky & Cohen Financial Security, Inc. 0.85% Add +1.6% 20,372 $3.2M
Rockport Wealth LLC 0.61% Add +25.1% 20,277 $3.1M
Circle Wealth Management, LLC 0.05% Add +0.9% 20,134 $3.1M
Advisory Resource Group 0.55% Add +35.9% 20,127 $3.1M
ARS Investment Partners, LLC 0.18% Add +7.7% 20,113 $3.1M
Zullo Investment Group, Inc. 1.13% Add +1.5% 19,977 $3.1M
Joseph P. Lucia & Associates, LLC 1.11% Add +9.0% 19,936 $3.1M
Badgley Phelps Wealth Managers, LLC 0.06% Add +2.3% 19,928 $3.1M
Associated Banc-Corp 0.08% Reduce -8.3% 19,886 $3.1M
PCG Asset Management, LLC 2.45% Reduce -1.5% 19,682 $3.1M
Nomura Asset Management Co. Ltd. 0.01% New 19,799 $3.1M
Cullen/Frost Bankers, Inc. 0.03% Add +14.3% 19,686 $3.0M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -4.9% 19,662 $3.0M
Juno Financial Group LLC 1.21% — 19,581 $3.0M
Cresta Advisors, Ltd. 1.27% Add +5.4% 19,493 $3.0M
RPg Family Wealth Advisory, LLC 0.66% New 19,481 $3.0M
Bank of Marin 2.09% Reduce -1.0% 19,480 $3.0M
Regal Investment Advisors LLC 0.18% Add +34.2% 19,415 $3.0M
JFS Wealth Advisors, LLC 0.17% Add +0.4% 19,281 $3.0M
CMG Global Holdings, LLC 1.32% Add +1.8% 19,079 $3.0M
HBW Advisory Services LLC 0.32% Add +10.1% 19,218 $3.0M
Wedbush Securities Inc. 0.09% Add +8.6% 19,201 $3.0M
Sentinel Trust Co. Lba 0.29% Reduce -12.2% 19,148 $3.0M
Nations Financial Group Inc, /Ia/ 0.16% Add +14.6% 19,121 $3.0M
Modus Advisors, LLC 0.78% Reduce -45.2% 19,092 $3.0M
Everstar Asset Management, LLC 1.58% Add +8.7% 19,090 $3.0M
Odyssey Capital Advisors, Inc. 2.63% — 19,089 $3.0M
St Germain D J Co. Inc. 0.11% Add +1.8% 19,061 $3.0M
Tepp RIA, LLC 2.91% Add +370.0% 19,010 $2.9M
Highland Capital Management, LLC 0.15% Add +32.5% 18,998 $2.9M
Risk Paradigm Group, LLC 2.83% — 18,975 $2.9M
Chesapeake Wealth Management 0.87% Reduce -3.2% 18,921 $2.9M
SageGuard Financial Group, LLC 0.46% — 18,841 $2.9M
Knollwood Investment Advisory, LLC 0.27% No change 18,830 $2.9M
IFG Advisory, LLC 0.13% Reduce -9.5% 18,827 $2.9M
Boltwood Capital Management 0.76% Add +1.3% 18,776 $2.9M
Ausdal Financial Partners, Inc. 0.13% Reduce -16.4% 18,766 $2.9M
Marex Group Ltd 0.03% Reduce -11.3% 18,751 $2.9M
Horizon Financial Services, LLC 1.32% Add +10.0% 18,692 $2.9M
Crestwood Advisors Group, LLC 0.05% Reduce -2.7% 18,678 $2.9M
United Asset Strategies, Inc. 0.22% Reduce -3.9% 18,623 $2.9M
BLB&B Advisors, LLC 0.12% Add +1112.4% 18,611 $2.9M
AE Wealth Management LLC 0.02% Add +52.9% 18,606 $2.9M
WealthCare Investment Partners, LLC 0.83% Reduce -9.3% 18,385 $2.9M
MSH Capital Advisors LLC 0.61% Reduce -0.3% 18,309 $2.8M
Mgo One Seven LLC 0.06% Reduce -9.7% 18,295 $2.8M
Meridian Investment Counsel Inc. 0.68% Reduce -1.4% 18,255 $2.8M
Pinnacle Wealth Management Group, Inc. 1.41% Add +2.3% 18,221 $2.8M
Next Capital Management LLC 0.89% Reduce -3.3% 17,965 $2.8M
Wealthspire Advisors, LLC 0.02% Add +1.3% 17,921 $2.8M
Sierra Capital LLC 0.29% No change 17,911 $2.8M
Wealthcare Advisory Partners LLC 0.05% Reduce -0.4% 17,745 $2.7M
Cary Street Partners Investment Advisory LLC 0.74% Add +2697.2% 17,650 $2.7M
Wall Capital Group, Inc. 2.60% — 17,616 $2.7M
Tiaa Trust, National Association 0.01% Add +1.0% 17,598 $2.7M
Weatherly Asset Management L. P. 0.21% Reduce -3.0% 17,500 $2.7M
Bramshill Investments, LLC 0.15% New 17,500 $2.7M
Future Financial Wealth Managment LLC 1.82% Add +0.3% 17,390 $2.7M
Channel Wealth LLC 0.68% Add +469.1% 17,334 $2.7M
Spinnaker Investment Group, LLC 0.48% Add +168.1% 17,248 $2.7M
Snowden Capital Advisors LLC 0.07% Add +32.7% 17,173 $2.7M
Advyzon Investment Management, LLC 0.31% Add +17.3% 17,136 $2.7M
McGuire Investment Group, LLC 0.28% Reduce -1.4% 17,076 $2.6M
Avalon Trust Co 0.17% No change 17,073 $2.6M
Worth Asset Management, LLC 1.12% New 17,069 $2.6M
Susquehanna International Group, LLP 0.00% Reduce -39.7% 17,029 $2.6M
Canton Hathaway, LLC 0.51% New 17,006 $2.6M
Cushing Capital Partners, LLC 1.95% Add +10.7% 16,969 $2.6M
NewEdge Wealth, LLC 0.03% Reduce -0.8% 16,820 $2.6M
Connecticut Wealth Management, LLC 0.11% Add +257.4% 16,811 $2.6M
Trust Co 0.24% Reduce -7.1% 16,803 $2.6M
Fairvoy Private Wealth, LLC 0.58% Add +1.1% 16,766 $2.6M
Quattro Financial Advisors LLC 0.77% Add +0.2% 16,713 $2.6M
Aventus Investment Advisors, Inc. 2.09% Reduce -3.1% 16,619 $2.6M
Money Concepts Capital Corp. 0.14% Add +1.3% 16,614 $2.6M
B. Riley Wealth Advisors, Inc. 0.12% Add +81.6% 16,607 $2.6M
International Assets Investment Management, LLC 0.18% Add +17.7% 16,511 $2.6M
Hansen & Associates Financial Group, Inc. 1.39% Reduce -5.8% 16,407 $2.5M
Titan Investment Solutions Ltd 0.31% — 16,447 $2.5M
Providence First Trust Co 0.88% Reduce -19.0% 16,437 $2.5M
Columbus Macro, LLC 0.28% Reduce -1.3% 16,426 $2.5M
Moulton Wealth Management, Inc. 2.39% Add +3.4% 16,208 $2.5M
GTS Securities LLC 0.09% New 16,246 $2.5M
Salem Investment Counselors Inc. 0.07% Add +0.6% 16,066 $2.5M
Transcend Capital Advisors, LLC 0.19% Reduce -57.7% 15,998 $2.5M
EPG Wealth Management LLC 0.66% Add +1.0% 15,841 $2.5M
Flagship Capital Management Inc. 1.73% — 15,791 $2.4M
VestGen Advisors, LLC 0.10% Add +114.0% 15,739 $2.4M
Cabana LLC 18.21% New 15,697 $2.4M
Perennial Investment Advisors, LLC 0.19% Add +38.0% 15,657 $2.4M
AlTi Global, Inc. 0.05% Reduce -8.0% 15,527 $2.4M
Markin Asset Management, LP 2.64% — 15,488 $2.4M
Edgestream Partners, L.P. 0.07% Reduce -1.8% 15,445 $2.4M
Central Bank & Trust Co. 0.37% Add +20.2% 15,418 $2.4M
Wilson & Boucher Capital Management, LLC 1.57% Reduce -1.9% 15,414 $2.4M
Sfmg, LLC 0.16% Reduce -0.2% 15,354 $2.4M
Colony Family Offices, LLC 0.59% No change 15,318 $2.4M
Kanawha Capital Management LLC 0.16% Reduce -2.0% 15,293 $2.4M
WealthPLAN Partners, LLC 0.35% Add +1.4% 15,225 $2.4M
Windsor Capital Management, LLC 0.69% Add +0.0% 15,172 $2.3M
MV Capital Management, Inc. 0.23% Reduce -5.1% 15,163 $2.3M
Relyea Zuckerberg Hanson LLC 0.24% Add +4.3% 15,142 $2.3M
Crews Bank & Trust 0.33% Reduce -0.0% 15,046 $2.3M
K.J. Harrison & Partners Inc 0.31% New 15,000 $2.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.06% Reduce -27.1% 14,790 $2.3M
Wealthspire Retirement, LLC 0.14% Add +38.3% 14,767 $2.3M
Fluent Financial, LLC 0.87% Reduce -17.4% 14,669 $2.3M
Great Valley Advisor Group, Inc. 0.04% Reduce -2.9% 14,647 $2.3M
Morton Community Bank 0.49% Add +11.6% 14,520 $2.2M
J. Team Financial, Inc. 2.24% Reduce -3.4% 14,511 $2.2M
Stratos Wealth Advisors, LLC 0.11% Reduce -17.6% 14,445 $2.2M
CIBC Private Wealth Group LLC 0.00% Add +4.4% 14,446 $2.2M
Ieq Capital, LLC 0.01% Reduce -2.0% 14,432 $2.2M
City Center Advisors, LLC 2.05% Add +215.0% 14,411 $2.2M
Moneco Advisors, LLC 0.18% Reduce -3.1% 14,378 $2.2M
Capital Investment Counsel, Inc 0.26% Reduce -6.3% 14,317 $2.2M
Berger Financial Group, Inc 0.13% Reduce -3.6% 14,273 $2.2M
Helium Advisors LLC 2.23% Reduce -17.9% 14,247 $2.2M
Jackson Hole Capital Partners, LLC 0.38% Add +0.0% 14,170 $2.2M
Chemistry Wealth Management LLC 0.41% Add +1.3% 14,100 $2.2M
Roman Butler Fullerton & Co. 0.57% Add +57.2% 13,711 $2.2M
Interactive Financial Advisors, Inc. 1.40% Reduce -25.0% 13,973 $2.2M
Okabena Investment Services Inc. 0.41% Add +2.0% 13,951 $2.2M
St. Johns Investment Management Company, LLC 0.90% Add +11.5% 13,936 $2.2M
Verus Capital Partners, LLC 0.14% Reduce -8.7% 13,912 $2.2M
StoneX Group Inc. 0.09% Add +43.3% 13,885 $2.2M
Cypress Capital Group 0.24% Reduce -0.7% 13,818 $2.1M
Citizens Financial Group Inc. 0.03% Reduce -6.5% 13,681 $2.1M
First Bancorp, Inc 1.12% No change 13,660 $2.1M
Red Crane Wealth Management, LLC 1.73% Reduce -14.3% 13,630 $2.1M
Northstar Advisory Group, LLC 0.75% New 13,599 $2.1M
Syntax Research, Inc. 1.30% Reduce -1.1% 13,566 $2.1M
Brown Advisory Inc. 0.00% Reduce -6.0% 13,515 $2.1M
Integrity Alliance, Llc. 0.08% Add +25.8% 13,428 $2.1M
Compound Planning, Inc. 0.06% Add +21.1% 13,409 $2.1M
OpenArc Corporate Advisory, LLC 0.03% — 13,369 $2.1M
Alpha Cubed Investments, LLC 0.07% Add +340.3% 13,278 $2.1M
Bedell Frazier Investment Counselling, LLC 0.39% Reduce -6.4% 13,126 $2.0M
Guardian Partners Inc. 0.16% New 13,000 $2.0M
Fortis Group Advisors, LLC 0.34% Reduce -45.6% 13,098 $2.0M
Weiss Asset Management LP 0.04% New 13,086 $2.0M
Compass Financial Group, Inc. (Ohio) 1.48% — 13,058 $2.0M
Connective Portfolio Management, LLC 3.63% New 13,000 $2.0M
Sequent Planning LLC 0.51% Add +20.4% 12,951 $2.0M
PFG Investments, LLC 0.09% Reduce -2.0% 12,940 $2.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.12% New 12,837 $2.0M
United Bank 0.67% Reduce -33.2% 12,774 $2.0M
Asset Allocation Strategies LLC 0.37% Reduce -12.2% 12,764 $2.0M
Capstone Capital Management Ltd 1.89% — 12,700 $2.0M
First Trust Advisors LP 0.00% Reduce -58.8% 12,698 $2.0M
Purus Wealth Management, LLC 0.61% Reduce -3.8% 12,686 $2.0M
Miramontes Capital, LLC 0.67% — 12,672 $2.0M
LMCG Investments, LLC 0.11% Add +0.9% 12,642 $2.0M
SteelPeak Wealth, LLC 0.06% Reduce -15.6% 12,578 $1.9M
WP Advisors, LLC 0.48% Reduce -0.2% 12,559 $1.9M
Colter Lewis Investment Partners LLC 2.24% — 12,510 $1.9M
Narus Financial Partners, LLC 0.53% Add +0.0% 12,502 $1.9M
Kingstone Capital Partners Texas, LLC 1.13% Reduce -1.4% 12,478 $1.9M
Advisors Management Group Inc. 0.35% Reduce -1.3% 12,475 $1.9M
Montecito Bank & Trust 0.31% Reduce -1.8% 12,362 $1.9M
Baker Avenue Asset Management, LP 0.04% Reduce -0.8% 12,284 $1.9M
Pictet North America Advisors SA 0.18% No change 12,279 $1.9M
Sand Hill Global Advisors, LLC 0.07% Reduce -0.3% 12,233 $1.9M
Elk River Wealth Management LLC 0.30% Add +200.3% 12,188 $1.9M
Element Pointe Advisors, LLC 0.36% Reduce -16.2% 12,166 $1.9M
GM Advisory Group, LLC 0.07% Add +480.5% 12,155 $1.9M
Trifecta Capital Advisors, LLC 0.28% Add +8.2% 12,087 $1.9M
Koshinski Asset Management, Inc. 0.12% Reduce -2.8% 12,073 $1.9M
M3 Advisory Group, LLC 1.14% Add +1.5% 12,049 $1.9M
Realta Investment Advisors 0.61% Add +1.8% 12,029 $1.9M
Palumbo Wealth Management LLC 0.46% New 11,972 $1.9M
Jefferies Financial Group Inc. 0.02% Add +616.6% 11,924 $1.8M
Silver Oak Securities, Incorporated 0.12% Add +148.5% 11,708 $1.8M
Pettinga Financial Advisors LLC 0.34% Reduce -24.0% 11,734 $1.8M
Maridea Wealth Management LLC 0.27% Reduce -0.5% 11,711 $1.8M
Modern Wealth Management, LLC 0.03% Reduce -86.0% 11,705 $1.8M
Simplicity Wealth,LLC 0.11% Reduce -1.6% 11,678 $1.8M
Clarus Wealth Advisors 0.75% Reduce -1.4% 11,506 $1.8M
Alliancebernstein L.P. 0.00% Reduce -79.3% 11,640 $1.8M
Wilmington Savings Fund Society, FSB 0.04% Reduce -3.0% 11,600 $1.8M
Legacy Advisors, LLC 0.19% Add +18.9% 11,566 $1.8M
Strategic Blueprint, LLC 0.11% Reduce -18.0% 11,521 $1.8M
Group One Trading LLC 0.05% Add +111.1% 11,395 $1.8M
Regions Financial Corp. 0.01% Add +1.9% 11,372 $1.8M
Plimoth Trust Co. LLC 0.39% Reduce -2.7% 11,362 $1.8M
Focus Partners Advisor Solutions, LLC 0.02% Add +142.8% 11,238 $1.7M
Financially Speaking Inc 1.12% New 11,184 $1.7M
Per Stirling Capital Management, LLC. 0.19% New 11,124 $1.7M
AAFMAA Wealth Management & Trust LLC 0.67% Reduce -8.8% 11,058 $1.7M
V2 Financial group LLC 0.84% Add +0.9% 11,034 $1.7M
WESPAC Advisors, LLC 0.93% Add +327.2% 11,031 $1.7M
Luminist Capital LLC 2.10% Add +103.0% 11,003 $1.7M
Capula Management Ltd 0.01% Add +2.7% 10,981 $1.7M
Centennial Bank 0.67% Add +65.6% 10,945 $1.7M
Janney Capital Management LLC 0.11% Add +0.2% 10,913 $1.7M
Evoke Wealth, LLC 0.03% Reduce -11.9% 10,872 $1.7M
Mawer Investment Management Ltd. 0.01% New 10,855 $1.7M
CWA Asset Management Group, LLC 0.06% Add +0.1% 10,849 $1.7M
Capital Investment Counsel, LLC 0.23% New 10,840 $1.7M
Tidemark, LLC 0.47% Add +13.3% 10,770 $1.7M
Fulcrum Equity Management 1.59% Add +69.5% 10,717 $1.7M
WCG Wealth Advisors LLC 0.05% Reduce -77.3% 10,682 $1.7M
Paragon Capital Management Inc. 1.26% Add +0.3% 10,536 $1.6M
Waldron Private Wealth LLC 0.06% No change 10,458 $1.6M
Redwood Financial Network Corp 1.03% Add +4.0% 10,448 $1.6M
Principal Securities, Inc. 0.02% Add +51.4% 10,391 $1.6M
AdvisorNet Financial, Inc 0.09% Reduce -2.5% 10,369 $1.6M
Caprock Group, LLC 0.03% Add +5.2% 10,341 $1.6M
Point Windward Advisors Inc. 0.77% Reduce -2.3% 10,246 $1.6M
Macroview Investment Management LLC 1.09% Reduce -8.5% 10,193 $1.6M
Matthew Goff Investment Advisor, LLC 0.28% Add +11.0% 10,145 $1.6M
American Institute for Advanced Investment Management, LLP 1.01% Reduce -1.6% 10,127 $1.6M
Lavelle Capital LP 0.99% — 10,088 $1.6M
Nwam LLC 0.09% Reduce -41.9% 9,877 $1.6M
Advisor Resource Council 0.55% New 9,977 $1.6M
Thomasville National Bank 0.10% Reduce -3.3% 10,023 $1.6M
SCP Investment, LP 1.26% No change 10,000 $1.5M
Vantage Financial Partners, LLC 0.31% Reduce -0.1% 9,984 $1.5M
Whittier Trust Co. 0.02% Add +4.6% 9,770 $1.5M
Uptick Partners, LLC 0.33% Add +29.4% 9,970 $1.5M
Soltis Investment Advisors LLC 0.10% Reduce -51.6% 9,810 $1.5M
Tsfg, LLC 0.23% Reduce -6.9% 9,799 $1.5M
Intellectus Partners, LLC 0.29% Add +50.6% 9,775 $1.5M
Rockland Trust Co. 0.06% Add +17.1% 9,758 $1.5M
Moneta Group Investment Advisors LLC 0.01% Add +14.1% 9,754 $1.5M
Pacific Wealth Strategies Group, Inc. 0.85% Reduce -8.7% 9,666 $1.5M
FineMark National Bank & Trust 0.05% Add +35.8% 9,619 $1.5M
Adamsbrown Wealth Consultants LLC 0.41% Reduce -1.4% 9,527 $1.5M
Comprehensive Wealth Management, LLC 0.87% Add +1.9% 9,515 $1.5M
EverSource Wealth Advisors, LLC 0.05% Add +46.3% 9,392 $1.5M
Hudock, Inc. 0.21% Add +1.9% 9,391 $1.5M
Glenview Trust Co 0.02% No change 9,368 $1.5M
LVM Capital Management Ltd. 0.13% Add +5.6% 9,362 $1.4M
Ingalls & Snyder LLC 0.05% Add +6.5% 9,344 $1.4M
SBI Okasan Asset Management Co.Ltd. 0.08% — 9,215 $1.4M
Magnolia Capital Management Ltd. 1.07% Reduce -20.0% 9,270 $1.4M
Midwest Financial Group LLC 0.63% Add +1.1% 9,236 $1.4M
Ameritas Advisory Services, LLC 0.05% Reduce -30.5% 9,228 $1.4M
RMR Wealth Builders 0.11% Reduce -5.9% 9,220 $1.4M
Diversify Advisory Services, LLC 0.04% Add +8.7% 9,108 $1.4M
Ashton Thomas Securities, LLC 0.27% Add +8.6% 9,111 $1.4M
Brookwood Investment Group LLC 0.17% Add +4.7% 9,109 $1.4M
Rwa Wealth Partners, LLC 0.02% Add +7.3% 9,012 $1.4M
SOL Capital Management CO 0.13% Reduce -0.4% 8,983 $1.4M
Smith Salley Wealth Management 0.07% Reduce -0.5% 8,949 $1.4M
Atticus Wealth Management, LLC 0.34% Add +6.3% 8,936 $1.4M
Moors & Cabot, Inc. 0.06% Add +0.1% 8,925 $1.4M
Birchbrook, Inc. 0.69% Reduce -5.2% 8,912 $1.4M
Geneos Wealth Management Inc. 0.03% Add +13.3% 8,873 $1.4M
Abbot Financial Management, Inc. 0.57% No change 8,865 $1.4M
BBR Partners, LLC 0.07% Add +14.8% 8,863 $1.4M
1834 Investment Advisors Co. 0.17% Reduce -1.8% 8,824 $1.4M
Roberts Wealth Advisors, LLC 0.36% Reduce -3.1% 8,803 $1.4M
Lanark Financial, Inc. 0.10% Reduce -0.5% 8,799 $1.4M
Dynamic Wealth Strategies, LLC 0.81% Add +67.8% 8,753 $1.4M
Global Financial Private Client, LLC 0.47% Add +0.7% 8,713 $1.3M
Encompass More Asset Management 0.25% Add +13.4% 8,665 $1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.16% Add +15.8% 8,660 $1.3M
Childress Capital Advisors, LLC 0.21% No change 8,649 $1.3M
Certified Advisory Corp 0.12% Reduce -34.2% 8,619 $1.3M
Crumly & Associates Inc. 0.28% No change 8,606 $1.3M
Doliver Advisors, LP 0.33% Add +187.1% 8,554 $1.3M
Yelin Lapidot Holdings Management Ltd. 0.26% No change 8,540 $1.3M
Bailard, Inc. 0.03% Reduce -2.6% 8,501 $1.3M
Financial & Tax Architects, LLC 0.30% New 8,495 $1.3M
Occidental Asset Management, LLC 0.16% Add +4.1% 8,364 $1.3M
Richard W. Paul & Associates, LLC 0.43% Reduce -1.9% 8,339 $1.3M
Fell Capital Management 1.26% — 8,335 $1.3M
Stonebridge Financial Planning Group, LLC 0.47% Reduce -25.1% 8,325 $1.3M
Founders Grove Wealth Partners, LLC 0.29% Reduce -6.2% 8,307 $1.3M
Journey Strategic Wealth LLC 0.03% Reduce -1.1% 8,290 $1.3M
Ally Invest Advisors Inc. 0.09% Reduce -3.6% 8,266 $1.3M
Diligent Investors, LLC 0.31% Reduce -4.6% 8,246 $1.3M
First National Bank of Hutchinson 0.75% Reduce -60.7% 8,217 $1.3M
Birinyi Associates Inc. 0.32% Reduce -0.6% 8,163 $1.3M
Blue Chip Partners, LLC 0.09% Reduce -0.2% 8,149 $1.3M
Intrepid Financial Planning Group LLC 0.48% Add +1.4% 8,149 $1.3M
Thrive Capital Management, LLC 0.28% Reduce -6.0% 8,127 $1.3M
Retirement Planning Group, LLC 0.04% Reduce -0.3% 8,080 $1.3M
17 Capital Partners, LLC 0.65% Reduce -1.5% 8,076 $1.3M
Objective Capital Management, LLC 1.27% Add +0.1% 8,072 $1.2M
Jacobs Equity LLC 1.20% — 8,028 $1.2M
Activest Wealth Management 0.23% Add +155.9% 8,020 $1.2M
Betterment LLC 0.00% Add +17.9% 7,954 $1.2M
Mezzasalma Advisors, LLC 0.29% Add +0.3% 7,899 $1.2M
4WEALTH Advisors, Inc. 1.06% Reduce -10.7% 7,874 $1.2M
Vise Technologies, Inc. 0.02% Add +395.0% 7,870 $1.2M
Heartwood Wealth Advisors LLC 0.11% Reduce -2.4% 7,865 $1.2M
WMS Group LLC 1.54% — 7,800 $1.2M
Byrne Financial Freedom, LLC 0.55% Reduce -3.7% 7,765 $1.2M
Ipsen Advisor Group LLC 0.85% Reduce -3.0% 7,758 $1.2M
Tempo Wealth, LLC 0.21% — 7,715 $1.2M
Composition Wealth, LLC 0.02% Add +3.5% 7,708 $1.2M
Palisade Capital Management, LP 0.04% New 7,646 $1.2M
Bouchey Financial Group, Ltd. 0.09% Reduce -94.8% 7,628 $1.2M
Invst, LLC 0.13% Add +204.4% 7,614 $1.2M
Avior Wealth Management, LLC 0.04% Reduce -15.5% 7,592 $1.2M
McAdam, LLC 0.05% Add +49.0% 7,540 $1.2M
Citadel Advisors 0.00% New 7,539 $1.2M
Sage Capital Management, LLC 0.54% Reduce -1.1% 7,531 $1.2M
National Philanthropic Trust 0.01% Add +52.0% 7,535 $1.2M
Acorn Financial Advisory Services Inc. 0.17% Add +11.0% 7,526 $1.2M
Smith, Moore & Co. 0.09% Reduce -1.2% 7,524 $1.2M
Clear Creek Financial Management, LLC 0.09% Reduce -45.1% 7,494 $1.2M
Flywheel Private Wealth LLC 0.72% Reduce -10.6% 7,462 $1.2M
Aptus Capital Advisors, LLC 0.01% Add +15.6% 7,432 $1.2M
Wealthgarden F.S. LLC 0.75% Add +43.9% 7,230 $1.1M
Dodds Wealth, LLC 0.28% Reduce -21.6% 7,381 $1.1M
Private Trust Co. NA 0.10% Reduce -12.4% 7,368 $1.1M
O'ROURKE & COMPANY, Inc 0.44% Add +5.2% 7,349 $1.1M
Cladis Investment Advisory, LLC 0.62% Add +13.5% 7,340 $1.1M
Milestone Asset Management Group, LLC 0.64% Add +8.8% 7,288 $1.1M
NBT Bank, N.A. 0.07% Add +0.3% 7,280 $1.1M
Phillips Wealth Planners LLC 0.90% Reduce -7.5% 7,102 $1.1M
Beaumont Financial Advisors, LLC 0.07% Add +30.8% 7,209 $1.1M
Cornerstone Wealth Management, LLC 0.06% Reduce -9.8% 7,205 $1.1M
Essex Financial Services, Inc. 0.06% Add +7.1% 7,202 $1.1M
First National Bank of Omaha 0.03% New 7,176 $1.1M
First National Trust Co 0.04% Add +35.8% 7,131 $1.1M
Aberdeen Wealth Management LLC 0.51% No change 7,121 $1.1M
Clear Street Group Inc. 0.01% Add +342.8% 7,107 $1.1M
Proffitt & Goodson Inc. 0.15% Reduce -50.8% 7,088 $1.1M
OneDigital Investment Advisors LLC 0.01% Reduce -2.5% 7,069 $1.1M
Cornerstone National Bank & Trust Co 0.43% Add +1.2% 7,037 $1.1M
Heritage Wealth Advisors 0.04% Add +9.8% 7,022 $1.1M
Delta Capital Management LLC 0.62% No change 7,000 $1.1M
Golden State Wealth Management, LLC 0.11% Reduce -4.8% 6,947 $1.1M
Pacific Sun Financial Corp 0.52% Reduce -0.1% 6,940 $1.1M
Legacy Financial Strategies, LLC 0.19% Reduce -12.2% 6,935 $1.1M
Lodestar Private Asset Management LLC 0.11% Reduce -1.0% 6,915 $1.1M
FNY Investment Advisers, LLC 0.31% Reduce -49.5% 6,886 $1.1M
Flagstar Securities, Inc. 0.35% Add +14.6% 6,831 $1.1M
Sherman Asset Management, Inc. 0.89% Add +8.0% 6,826 $1.1M
Marco Investment Management LLC 0.08% Add +3.0% 6,816 $1.1M
Main Street Financial Solutions, LLC 0.08% Add +6.6% 6,804 $1.1M
Voya Financial Advisors, Inc. 0.10% Reduce -0.6% 6,757 $1.1M
Myriad Asset Management US LP 1.76% New 6,779 $1.0M
Ledyard National Bank 0.09% No change 6,779 $1.0M
OMNI 360 Wealth, Inc. 0.54% Add +53.4% 6,644 $1.0M
Integral Investment Advisors, Inc. 0.26% Add +6.4% 6,764 $1.0M
Keystone Financial Group 0.08% Add +1.8% 6,762 $1.0M
MKT Advisors LLC 0.36% Add +1.0% 6,746 $1.0M
Loudon Investment Management, LLC 0.55% New 6,745 $1.0M
Mma Asset Management LLC 0.37% Add +2.7% 6,730 $1.0M
Venture Visionary Partners LLC 0.03% Add +14.5% 6,728 $1.0M
Novem Group 0.12% Reduce -2.4% 6,702 $1.0M
Cypress Capital Management LLC (WY) 0.99% Reduce -3.8% 6,627 $1.0M
University of Texas/Texas Am Investment Management Co. 0.14% Reduce -6.1% 6,611 $1.0M
Asset One Wealth Management LLC 0.14% — 6,567 $1.0M
KFA Private Wealth Group, LLC 0.25% Reduce -9.2% 6,550 $1.0M
Horizon Family Wealth, Inc. 0.54% Add +76.5% 6,550 $1.0M
Milestone Asset Management, LLC 0.19% New 6,545 $1.0M
Iyo Bank, Ltd. 0.32% Add +184.3% 6,497 $1.0M
Camelot Technology Advisors, Inc. 0.76% Add +0.9% 6,495 $1.0M
SCS Capital Management LLC 0.01% Reduce -7.5% 6,481 $1.0M
Arax Advisory Partners 0.03% New 6,442 $997K
Quadrant Private Wealth Management, LLC 0.16% Reduce -5.9% 6,397 $990K
Hamilton Capital Partners, LLC 0.33% New 6,394 $990K
McHugh Group, LLC 0.56% No change 6,322 $979K
Montis Financial, LLC 0.19% Add +3.7% 6,315 $978K
Medallion Wealth Advisors, LLC 0.33% Add +9.5% 6,305 $976K
Personal Cfo Solutions, LLC 0.15% Reduce -1.4% 6,264 $970K
Tradition Wealth Management, LLC 0.07% Reduce -0.4% 6,251 $968K
Equitable Trust Co. 0.04% No change 6,227 $964K
Moody LYNN Lieberson & Walker, LLC 0.05% No change 6,201 $960K
Mission Creek Capital Partners, Inc. 0.19% Reduce -5.6% 6,163 $954K
LPWM LLC 0.24% Add +21.9% 6,161 $954K
E&G Advisors, LLC 0.21% Add +0.7% 6,125 $948K
Opinicus Capital, Inc. 0.65% Add +2.4% 6,045 $936K
First Citizens Financial Corp 0.46% Add +5.0% 6,015 $931K
Jaffetilchin Investment Partners, LLC 0.05% Add +57.5% 6,011 $930K
Cinctive Capital Management LP 0.05% Reduce -69.3% 6,000 $929K
Bokf, NA 0.01% Add +27.4% 5,968 $924K
Curat Global, LLC 1.03% Reduce -44.0% 5,965 $923K
Providence Capital Advisors, LLC 0.15% Add +0.5% 5,949 $921K
Laurel Wealth Advisors LLC 0.12% Add +0.2% 5,939 $919K
Ascentis Independent Advisors 0.15% New 5,937 $919K
Whalerock Point Partners, LLC 0.18% No change 5,933 $918K
Florida Financial Advisors, LLC 0.25% Add +25.1% 5,914 $916K
Performance Wealth Partners, LLC 0.02% Add +281.8% 5,906 $914K
Ethos Financial Group, LLC 0.07% Add +3.6% 5,899 $913K
Sunbelt Securities, Inc. 0.06% Add +0.4% 5,891 $912K
Chicago Partners Investment Group LLC 0.02% Reduce -1.4% 5,782 $911K
Harbor Investment Advisory, LLC 0.07% Add +39.7% 5,880 $910K
Narwhal Capital Management 0.07% No change 5,880 $910K
Affiance Financial, LLC 0.15% Reduce -9.5% 5,862 $907K
Arrow Financial Corp 0.09% Reduce -0.6% 5,852 $906K
Murphy & Mullick Capital Management Corp 0.65% Add +97.4% 5,818 $901K
Talisman Wealth Advisors LLC 0.70% Reduce -4.0% 5,800 $899K
Marks Group Wealth Management, Inc 0.09% Add +72.5% 5,799 $898K
Wesbanco Bank Inc. 0.02% Reduce -1.7% 5,787 $896K
GenTrust, LLC 0.04% New 5,786 $896K
Shum Financial Group, Inc. 0.64% Add +0.2% 5,783 $895K
Hollencrest Capital Management 0.03% Reduce -1.3% 5,776 $894K
Exencial Wealth Advisors, LLC 0.03% Reduce -0.1% 5,772 $894K
SeaBridge Investment Advisors LLC 0.15% Reduce -0.1% 5,769 $893K
Kessler Investment Group, LLC 0.38% Reduce -0.3% 5,760 $892K
Interchange Capital Partners, LLC 0.16% Reduce -12.9% 5,742 $889K
Cassaday & Co Wealth Management LLC 0.02% No change 5,721 $886K
Legacy Private Trust Co. 0.05% Reduce -2.5% 5,700 $882K
Savant Capital, LLC 0.01% Reduce -21.0% 5,687 $880K
LBMC Investment Advisors, LLC 0.05% Reduce -51.1% 5,687 $880K
Independent Advisor Alliance 0.02% Add +20.8% 5,656 $875K
Condor Capital Management 0.07% Reduce -5.2% 5,644 $874K
Rehmann Capital Advisory Group 0.05% Reduce -0.8% 5,634 $872K
M.E. Allison & Co., Inc. 0.59% Add +8.5% 5,627 $871K
Pettyjohn, Wood & White, Inc. 0.14% Add +0.2% 5,614 $869K
Empower Advisory Group, LLC 0.00% Reduce -3.7% 5,603 $867K
Visionary Wealth Advisors 0.04% Reduce -4.0% 5,589 $865K
Kingswood Wealth Advisors, LLC 0.04% Add +25.5% 5,588 $865K
Altura Wealth Advisors Inc. 0.37% Add +0.6% 5,580 $864K
WealthBridge Capital Management, LLC 0.20% Reduce -5.5% 5,563 $861K
Navis Wealth Advisors, LLC 0.36% Add +0.4% 5,561 $861K
WASHINGTON TRUST Co 0.03% Reduce -7.4% 5,553 $860K
Kelly Financial Group LLC 0.22% Add +0.1% 5,544 $858K
Chatham Capital Group, Inc. 0.12% Reduce -0.5% 5,535 $857K
Rise Advisors, LLC 0.31% Add +66.5% 5,532 $856K
Financial Engines Advisors L.L.C. 0.00% Reduce -2.3% 5,525 $855K
Mairs & Power Inc. 0.01% New 5,522 $855K
Everett Harris & Co. 0.01% Add +12.9% 5,502 $852K
Saiph Capital, LLC 0.31% Add +2.0% 5,497 $851K
Agate Pass Investment Management, LLC 0.32% Add +1.4% 5,495 $851K
Ellis Investment Partners, LLC 0.15% Reduce -33.8% 5,485 $849K
SouthState Bank Corp 0.04% Add +3.1% 5,461 $845K
Berkeley Capital Partners, LLC 0.20% New 5,455 $844K
Ranch Capital Advisors Inc. 0.31% Add +0.3% 5,427 $840K
Coordinated Financial Services, Inc. 0.49% Reduce -2.8% 5,421 $839K
Cowa, LLC 0.26% Add +20.7% 5,414 $838K
JTC Employer Solutions Trustee Ltd 0.06% No change 5,400 $836K
Lynx Investment Advisory 0.46% Reduce -23.3% 5,400 $836K
Berkshire Money Management, Inc. 0.08% New 5,394 $835K
Sage Investment Advisers LLC 0.62% — 5,384 $833K
XY Planning Network, Inc. 0.14% Reduce -12.8% 5,335 $826K
Mission Wealth Management, LP 0.02% Reduce -1.5% 5,327 $825K
Roble, Belko & Company, Inc 0.11% No change 5,324 $824K
Latitude Advisors, LLC 0.36% New 5,301 $821K
Picton Mahoney Asset Management 0.01% New 5,300 $820K
Financial Partners Group, Inc 0.09% Add +3.0% 5,298 $820K
SFG Wealth Management, LLC. 0.32% Reduce -62.1% 5,292 $819K
Tyche Wealth Partners LLC 0.13% Add +16.3% 5,288 $819K
DT Investment Partners, LLC 0.07% Add +2.2% 5,251 $813K
Kagan Cocozza Asset Management 0.58% Reduce -6.5% 5,239 $811K
First Citizens Bank & Trust Co. 0.02% Add +7.1% 5,238 $811K
Acima Private Wealth, LLC 0.25% Reduce -40.0% 5,228 $809K
GAMCO Investors 0.01% No change 5,200 $805K
Cassady Wealth & Retirement Planning, LLC 0.52% — 5,191 $804K
Titleist Asset Management, LLC 0.06% Add +231.5% 5,178 $802K
Silverlake Wealth Management LLC 0.18% Add +74.0% 5,178 $802K
First Manhattan Co. Llc. 0.00% Reduce -9.9% 5,163 $799K
Global View Capital Management LLC 0.15% Add +163.1% 5,146 $797K
Southland Equity Partners LLC 0.16% New 5,120 $793K
Platform Technology Partners 0.17% Reduce -2.1% 5,118 $792K
Crescent Grove Advisors, LLC 0.07% Add +234.9% 5,074 $785K
Vontobel Holding Ltd. 0.00% Reduce -39.0% 5,072 $785K
Stonebrook Private Inc. 0.16% Add +18.9% 5,061 $784K
Ring Mountain Capital, LLC 0.40% Reduce -6.6% 5,021 $782K
Biltmore Family Office, LLC 0.11% Add +9.5% 5,047 $781K
Advocate Investing Services LLC 0.70% — 5,040 $780K
Montag A & Associates Inc. 0.04% Add +104.6% 5,032 $779K
Insight Wealth Partners, LLC 0.32% Reduce -1.8% 5,032 $779K
Howe & Rusling Inc. 0.05% Reduce -2.3% 5,027 $778K
Broyhill Asset Management, LLC 0.68% No change 5,000 $774K
Hillcrest Wealth Advisors - NY, LLC 0.33% Reduce -41.2% 5,000 $774K
LMR Partners LLP 0.01% New 5,000 $774K
Flputnam Investment Management Co. 0.01% Add +85.8% 4,995 $773K
Vilga Financial Planning LLC 0.74% — 4,980 $771K
Parallel Advisors, LLC 0.01% Add +3.6% 4,961 $768K
Intelligence Driven Advisers, LLC 0.11% Add +3.2% 4,952 $767K
Cambria Investment Management, L.P. 0.04% Add +7.5% 4,941 $765K
Northbridge Financial Group, LLC 0.34% — 4,919 $762K
Investor's Fiduciary Advisor Network, LLC 0.16% Reduce -5.7% 4,922 $761K
Pacific Center for Financial Services 0.19% No change 5,460 $760K
RDA Financial Network 0.18% Add +56.6% 4,904 $759K
Institute for Wealth Management, LLC. 0.08% Add +61.7% 4,894 $758K
Chicago Wealth Management, Inc. 0.30% Add +16.8% 4,894 $758K
APS Management Group, Inc. 0.65% Reduce -4.0% 4,892 $757K
Novare Capital Management LLC 0.06% Add +33.7% 4,871 $754K
Keel Point, LLC 0.05% No change 4,871 $754K
Fidelis Capital Partners, LLC 0.05% Add +4.0% 4,867 $753K
Access Financial Services, Inc. 0.27% Reduce -65.2% 4,856 $752K
Argent Trust Co 0.03% Reduce -8.6% 4,855 $752K
Bayban 0.66% — 4,838 $749K
Debussy Capital Management LP 0.10% Add +12.8% 4,832 $748K
Welch Group, LLC 0.03% New 4,818 $746K
Pines Wealth Management, LLC 0.24% Add +3.8% 4,813 $745K
Sagespring Wealth Partners, LLC 0.01% Add +57.4% 4,804 $744K
Arrowroot Family Office, LLC 0.27% Add +0.3% 4,792 $742K
Rovin Capital /Ut/ 0.20% Reduce -7.3% 4,761 $737K
True Vision MN LLC 0.37% Add +1.2% 4,741 $734K
Alta Wealth Advisors LLC 0.24% Reduce -1.4% 4,715 $730K
Sequent Asset Management, LLC 0.32% Add +1.5% 4,687 $725K
HBK Sorce Advisory LLC 0.02% Add +27.5% 4,595 $725K
Balboa Wealth Partners 0.12% Add +4.0% 4,673 $723K
Pilgrim Partners Asia Pte Ltd 0.35% Add +45.0% 4,670 $723K
Nixon Peabody Trust Co. 0.05% Add +49.3% 4,666 $722K
Carret Asset Management, LLC 0.07% Add +5.7% 4,649 $720K
World Equity Group, Inc. 0.20% Reduce -6.2% 4,641 $718K
Endeavor Private Wealth, Inc. 0.20% Reduce -11.6% 4,619 $715K
Patten Group, Inc. 0.13% Add +19.0% 4,615 $714K
Spirepoint Private Client, LLC 0.07% Add +0.7% 4,615 $714K
Osbon Capital Management LLC 0.67% — 4,595 $711K
Greenwich Wealth Management LLC 0.03% Add +32.7% 4,574 $708K
Meridian Wealth Advisors, LLC 0.10% No change 4,565 $707K
TrustBank 0.29% — 4,561 $706K
Verdence Capital Advisors LLC 0.04% Reduce -16.7% 4,549 $704K
Lake Street Private Wealth, LLC 0.09% Reduce -2.2% 4,548 $704K
Gallacher Capital Management LLC 0.27% Add +112.0% 4,525 $701K
Mark Sheptoff Financial Planning, LLC 0.33% Add +17.6% 4,519 $700K
Two Sigma Securities, LLC 0.10% New 4,516 $699K
Founders Financial Alliance, LLC 0.13% Add +0.2% 4,512 $698K
Caldwell Trust Co 0.06% Add +1.8% 4,501 $697K
Y.D. More Investments Ltd 0.03% Add +0.1% 4,466 $692K
L & S Advisors Inc 0.07% Add +86.7% 4,467 $692K
Aries Wealth Management 0.15% Reduce -9.2% 4,444 $688K
Sun Group Wealth Partners 0.55% — 4,425 $685K
Gilliland Jeter Wealth Management LLC 0.21% No change 4,424 $685K
Forefront Wealth Partners, LLC 0.32% Reduce -5.1% 4,423 $685K
Wall Street Financial Group, Inc. 0.50% Add +21.6% 4,399 $683K
Burford Brothers, Inc. 0.28% Add +0.4% 4,398 $681K
CDM Financial Counseling Services, Inc. 0.64% — 4,392 $680K
Fifth Third Wealth Advisors LLC 0.02% Add +21.1% 4,388 $679K
Acorns Advisers, LLC 0.01% Add +12.4% 4,386 $679K
Dearborn Partners LLC 0.03% Add +1.3% 4,363 $675K
Vestmark Advisory Solutions, Inc. 0.01% Add +34.1% 4,360 $675K
Elevation Point Wealth Partners, LLC 0.03% Reduce -77.8% 4,360 $675K
FLC Capital Advisors 0.12% Reduce -1.6% 4,345 $673K
Bullock Wealth Management Group 0.32% — 4,287 $664K
BCS Wealth Management 0.07% Add +135.4% 4,280 $663K
Strategic Advisors LLC 0.10% Add +12.9% 4,277 $662K
Pitcairn Wealth Advisors LLC 0.06% — 4,273 $661K
Glen Eagle Advisors, LLC 0.09% Reduce -4.3% 4,261 $660K
German American Bancorp, Inc. 0.06% Add +1.1% 4,256 $659K
Fortis Advisors, LLC 0.36% Add +24.5% 4,250 $658K
GK Wealth Management LLC 0.48% Reduce -0.2% 4,241 $656K
Duncker Streett & Co. Inc. 0.12% Add +2264.0% 4,208 $651K
Ascent Group, LLC 0.02% Reduce -22.7% 4,193 $649K
Lazard Asset Management LLC 0.00% No change 4,150 $642K
San Luis Wealth Advisors LLC 0.11% Add +0.3% 4,144 $641K
Sandler Capital Management 0.29% New 4,134 $640K
tru Independence LLC 0.16% Reduce -4.9% 4,123 $638K
Global Assets Advisory, LLC 0.18% Add +5.4% 4,117 $637K
City of London Investment Management Co. Ltd. 0.05% New 4,099 $635K
Collaborative Wealth Managment Inc. 0.22% Add +5.3% 4,089 $633K
Sankala Group LLC 0.51% — 3,947 $632K
MCF Advisors LLC 0.03% Add +172.8% 4,049 $627K
Wedmont Private Capital 0.02% Add +0.3% 3,924 $626K
Noesis Capital Mangement Corp. 0.09% Add +1.2% 4,023 $623K
Acorn Wealth Advisors, LLC 0.18% Reduce -29.6% 3,995 $618K
Waterloo Capital, L.P. 0.04% Add +0.7% 3,980 $616K
Smith Asset Management Co., LLC 0.51% Add +4.6% 3,966 $614K
Karnit Road Accident Victims Compensation Fund 0.35% — 3,962 $613K
Calamos Wealth Management LLC 0.02% Add +44.5% 3,961 $613K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -30.9% 3,936 $612K
RPG Investment Advisory, LLC 0.07% Add +1.5% 3,948 $611K
Gsa Capital Partners LLP 0.05% Reduce -58.2% 3,944 $611K
Investment Partners Asset Management, Inc. 0.38% Add +0.2% 3,944 $611K
Allen Investment Management, LLC 0.01% No change 3,943 $610K
Fourpath Capital Management, LLC 0.08% Reduce -1.3% 3,941 $610K
Total Wealth Planning & Management, Inc. 0.48% — 3,933 $609K
Meridian Financial Advisors, LLC 0.33% Add +0.8% 3,933 $609K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -3.2% 3,923 $607K
Elmwood Wealth Management, Inc. 0.19% New 3,880 $601K
Everest Financial Group LLC 0.13% — 3,877 $600K
Wealth Advisory Solutions, LLC 0.14% Reduce -2.8% 3,875 $600K
Bryn Mawr Trust Advisors, LLC 0.03% Add +4.0% 3,874 $600K
Ballentine Partners, LLC 0.01% Reduce -2.5% 3,872 $599K
Investment Advisory Services Inc. /TX 0.19% Reduce -6.2% 3,869 $599K
Key Client Fiduciary Advisors, LLC 0.21% Add +0.1% 3,863 $598K
Elevatus Welath Management 0.16% Add +0.4% 3,858 $597K
Clay Northam Wealth Management, LLC 0.33% Add +0.4% 3,854 $597K
Regent Peak Wealth Advisors LLC 0.12% Reduce -6.8% 3,846 $595K
Verition Fund Management LLC 0.00% No change 3,825 $592K
Bradley Foster & Sargent Inc. 0.01% Reduce -3.8% 3,825 $592K
F/m Investments LLC 0.02% Add +19.6% 3,810 $590K
Sovran Advisors, LLC 0.05% Add +46.6% 3,755 $589K
Crewe Advisors LLC 0.05% Reduce -1.7% 3,806 $589K
Sigma Investment Counselors Inc. 0.03% Reduce -4.7% 3,805 $589K
Stablepoint Partners, LLC 0.09% Reduce -5.1% 3,803 $589K
TruWealth Advisors, LLC 0.03% Reduce -82.4% 3,801 $588K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 3,800 $588K
NWF Advisory Services Inc. 0.07% Reduce -9.9% 3,800 $588K
Accredited Investor Services, LLC 0.39% Add +17.6% 3,788 $586K
Cascades Capital Asset Management, LLC 0.25% New 3,785 $586K
Signet Financial Management, LLC 0.07% Add +8.2% 3,760 $582K
Allen Capital Group, LLC 0.05% Reduce -0.0% 3,747 $580K
Lynch & Associates 0.11% No change 3,744 $580K
Avidian Wealth Enterprises, LLC 0.02% Add +0.9% 3,738 $579K
Ritholtz Wealth Management 0.01% Add +10.4% 3,729 $577K
Beaton Management Co. Inc. 0.25% New 3,729 $577K
Stirlingshire Investments, Inc. 0.51% — 3,726 $577K
GWN Securities Inc. 0.12% Add +42.2% 3,714 $575K
Keating Financial Advisory Services, Inc. 0.08% — 3,712 $575K
Sapient Capital LLC 0.01% Add +0.1% 3,679 $573K
WealthShield Partners, LLC 0.06% Add +682.2% 3,692 $572K
Trust Point Inc. 0.05% Add +2.0% 3,692 $572K
Strait & Sound Wealth Management LLC 0.21% Reduce -19.0% 3,688 $571K
Grant Street Asset Management, Inc. 0.11% Add +5.0% 3,677 $569K
Granite Bay Wealth Management, LLC 0.14% Reduce -11.9% 3,658 $566K
Penobscot Wealth Management 0.17% Reduce -0.9% 3,652 $565K
Contravisory Investment Management, Inc. 0.11% Reduce -20.2% 3,641 $564K
JSF Financial, LLC 0.12% Reduce -77.8% 3,636 $563K
Wood Tarver Financial Group, LLC 0.16% Add +18.4% 3,632 $562K
UMB Bank, n.a. 0.01% Add +43.1% 3,614 $559K
SeaCrest Wealth Management, LLC 0.06% Add +28.3% 3,496 $558K
Sig Brokerage, LP 0.19% Reduce -89.2% 3,581 $554K
Farmers Trust Co. 0.09% Add +9.2% 3,568 $552K
KPP Advisory Services LLC 0.08% No change 3,559 $551K
Bricktown Capital, LLC 0.09% No change 3,558 $551K
RTD Financial Advisors, Inc. 0.07% Reduce -21.7% 3,553 $550K
WJ Financial Advisors LLC 0.49% Reduce -3.6% 3,552 $550K
Essex Bank 0.12% New 3,547 $549K
Adirondack Trust Co. 0.18% Reduce -1.6% 3,531 $547K
Cove Private Wealth, LLC 0.16% Add +2.6% 3,530 $546K
Slow Capital, Inc. 0.07% No change 3,529 $546K
VCI Wealth Management LLC 0.15% Reduce -45.4% 3,528 $546K
Sound Income Strategies, LLC 0.03% Add +10.5% 3,492 $544K
Bragg Financial Advisors, Inc 0.02% Add +0.9% 3,512 $544K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.19% Add +719.2% 3,506 $543K
Burke & Herbert Bank & Trust Co. 0.15% Reduce -39.1% 3,504 $542K
Pursue Wealth Partners LLC 0.26% No change 3,500 $542K
Eley Financial Management, Inc 0.19% No change 3,476 $538K
SBI Securities Co., Ltd. 0.01% Reduce -7.7% 3,466 $537K
Private Capital Management, LLC 0.05% Reduce -2.1% 3,460 $536K
KG Capital Management 0.14% Reduce -4.0% 3,445 $533K
Pure Financial Advisors, LLC 0.01% Add +5.9% 3,430 $531K
LYNX Capital Group Ltd. 0.24% Reduce -0.1% 3,428 $531K
Alpha Wealth Funds, LLC 0.36% Reduce -2.4% 3,418 $529K
Ballast Rock Private Wealth LLC 0.33% — 3,404 $527K
Paragon Private Wealth Management, LLC 0.16% Reduce -5.9% 3,399 $526K
WESCAP Management Group, Inc. 0.11% Reduce -2.0% 3,358 $520K
Stock Yards Bank & Trust Co. 0.02% Reduce -6.0% 3,342 $517K
Union Bancaire Privee, UBP SA 0.01% No change 3,313 $516K
CX Institutional 0.02% Add +5.2% 3,322 $514K
SOA Wealth Advisors, LLC. 0.08% Add +11.8% 81,634 $514K
Wellington Management Group LLP 0.00% Add +7.4% 3,308 $512K
Forum Financial Management, LP 0.01% Add +6.1% 3,293 $510K
Intrepid Capital Management Inc. 0.25% Reduce -24.6% 3,291 $509K
Inspire Advisors, LLC 0.05% Reduce -9.9% 3,291 $509K
United Advisor Group, LLC 0.07% Reduce -4.6% 3,289 $509K
Costello Asset Management, INC 0.17% Reduce -5.9% 3,288 $509K
Schmidt P J Investment Management Inc. 0.08% Reduce -6.0% 3,284 $508K
Focused Wealth Management, Inc 0.05% Add +23.4% 3,272 $506K
Clearstead Advisors, LLC 0.01% Reduce -0.2% 3,269 $506K
Chilton Capital Management LLC 0.02% Reduce -11.4% 3,268 $506K
Goelzer Investment Management, Inc. 0.02% Reduce -6.3% 3,262 $505K
Investors Asset Management of Georgia Inc. /Ga/ 0.21% Reduce -1.5% 3,255 $504K
Banque Cantonale Vaudoise 0.02% Add +304.2% 3,242 $502K
EFG International AG 0.01% — 3,230 $500K
Z3 Capital Partners, LLC 0.12% — 3,222 $499K
Quantbot Technologies LP 0.02% New 3,210 $497K
Blake Schutter Theil Wealth Advisors, LLC 0.41% New 3,202 $496K
AA Financial Advisors, LLC 0.09% Reduce -0.5% 3,192 $494K
Managed Asset Portfolios, LLC 0.06% Add +89.8% 3,192 $494K
Seven Springs Wealth Group, LLC 0.14% Add +3.9% 3,177 $492K
Perryman Financial Advisory Inc. 0.07% — 3,169 $491K
Range Financial Group LLC 0.17% No change 3,165 $490K
Directional Asset Management 0.42% — 3,126 $484K
DDD Partners, LLC 0.03% No change 3,116 $482K
Castle Wealth Management LLC 0.16% Add +19.9% 3,107 $481K
SkyOak Wealth, LLC 0.09% No change 3,107 $481K
JBR Co Financial Management Inc 0.20% Reduce -0.2% 3,105 $481K
Fiduciary Trust Co 0.01% No change 3,105 $481K
Cape Investment Advisory, Inc. 0.15% Add +26.2% 3,102 $480K
Millstone Evans Group, LLC 0.28% No change 3,094 $479K
Fulcrum Capital LLC 0.10% Add +3.1% 3,093 $479K
City Holding Co. 0.06% Reduce -2.4% 3,085 $478K
Advisors Capital Management, LLC 0.01% Reduce -5.3% 3,068 $475K
Whitener Capital Management, Inc. 0.11% Reduce -2.1% 3,065 $474K
IFC Advisors LLC 0.07% No change 3,060 $474K
Vicus Capital 0.04% Add +0.2% 3,060 $474K
Hyundai Investments Co., Ltd. 0.46% New 3,036 $473K
Ssa Swiss Advisors AG 0.22% Reduce -44.6% 3,049 $473K
Cannell & Spears LLC 0.01% No change 3,045 $471K
Peak Financial Management, Inc. 0.12% Reduce -13.5% 3,032 $469K
Vertex Planning Partners, LLC 0.11% Reduce -1.6% 3,031 $469K
Legacy Capital Group California, Inc. 0.11% Add +15.1% 3,011 $466K
Kaydan Wealth Management, Inc. 0.13% Reduce -11.5% 3,008 $466K
Generation Capital Management LLC 0.30% New 3,000 $464K
Modera Wealth Management, LLC 0.01% Reduce -11.8% 2,998 $464K
Hazlett, Burt & Watson, Inc. 0.15% Add +6.2% 2,982 $462K
Compagnie Lombard Odier SCmA 0.01% Add +6.4% 2,980 $461K
Inscription Capital, LLC 0.05% Reduce -0.5% 2,950 $457K
Monetary Management Group Inc. 0.11% No change 2,950 $457K
MGB Wealth Management, LLC 0.13% Add +0.1% 2,938 $456K
Archer Investment Management, LLC 0.24% New 2,937 $455K
CRA Financial Services, LLC 0.06% Reduce -2.1% 2,932 $454K
Aspen Investment Management Inc 0.14% Add +20.6% 2,929 $453K
Gateway Investment Advisers LLC 0.00% Add +11.5% 2,900 $449K
Avestar Capital, LLC 0.03% Add +0.1% 2,894 $448K
First Heartland Consultants, Inc. 0.03% Reduce -3.5% 2,890 $447K
HORAN Wealth, LLC 0.07% New 2,880 $446K
Curi Capital, LLC 0.01% Reduce -0.4% 2,873 $445K
Strategic Financial Concepts, LLC 0.41% Reduce -93.3% 2,871 $444K
Portfolio Resources Advisor Group, Inc. 0.44% — 2,870 $444K
D.B. Root & Company, LLC 0.11% Add +20.8% 2,869 $444K
Washington Growth Strategies LLC 0.29% No change 2,863 $443K
Jefferson Bridge Capital, LLC 0.44% — 2,853 $442K
Lifeworks Advisors, LLC 0.06% Add +16.7% 2,853 $442K
Insight Advisors, LLC/ PA 0.07% Reduce -3.9% 2,852 $441K
Donaldson Capital Management, LLC 0.01% Add +6.0% 2,852 $441K
Raab & Moskowitz Asset Management LLC 0.10% Add +11.8% 2,844 $440K
Keudell/Morrison Wealth Management 0.09% — 2,837 $439K
Beutel, Goodman & Co Ltd. 0.00% Reduce -8.1% 2,842 $439K
Members Wealth LLC 0.27% Add +21.9% 2,775 $439K
North Star Investment Management Corp. 0.03% Add +0.1% 2,829 $438K
Crown Wealth Group, LLC 0.12% New 2,823 $437K
SMART Wealth LLC 0.13% Reduce -15.5% 2,820 $437K
Hardy Reed LLC 0.03% Reduce -8.8% 2,808 $435K
Geometric Wealth Advisors 0.06% Add +2.1% 2,802 $434K
Edge Wealth Management LLC 0.08% Add +0.0% 2,799 $433K
Pasadena Private Wealth, LLC 0.06% Add +15.6% 2,799 $433K
Saxon Interests, Inc. 0.15% Add +0.1% 2,795 $433K
Bolthouse Investments, LLC 0.38% No change 2,770 $429K
Polaris Investment Advisors, LLC 0.31% — 2,768 $429K
Burns J W & Co. Inc. 0.05% Reduce -3.5% 2,754 $426K
ArchPoint Investors 0.10% New 2,750 $426K
Magnolia Capital Advisors LLC 0.09% Add +9.1% 2,746 $425K
Eastern Bank 0.01% Add +10.2% 2,732 $423K
AmeriServ Wealth Advisors 0.25% Reduce -8.3% 2,725 $422K
CVA Family Office, LLC 0.05% Reduce -4.7% 2,710 $420K
Chapin Davis, Inc. 0.10% New 2,705 $419K
Carr Financial Group Corp 0.11% Add +49.6% 2,695 $417K
Community Bank, N.A. 0.05% Reduce -7.4% 2,695 $417K
Garden State Investment Advisory Services LLC 0.10% Add +31.2% 2,678 $416K
Empire Financial Management Company, LLC 0.09% Reduce -0.7% 2,684 $415K
Independence Bank of Kentucky 0.05% Add +5.5% 2,684 $415K
NCM Capital Management, LLC 0.15% No change 2,683 $415K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -7.0% 2,679 $415K
Brindle & Bay Financial Advisors, LLC 0.28% — 2,669 $413K
Tannin Capital LLC 0.37% — 2,668 $413K
Citizens & Northern Corp. 0.10% New 2,659 $412K
Investment Planning Advisors, Inc. 0.12% Add +14.2% 2,657 $411K
Cedar Wealth Management, LLC 0.12% No change 2,647 $410K
Stone Summit Wealth LLC 0.11% Reduce -1.1% 2,640 $409K
Wetzel Investment Advisors, Inc. 0.17% Add +0.1% 2,638 $408K
Two West Capital Advisors LLC 0.24% Add +29.9% 2,618 $405K
Richmond Investment Services, LLC 0.07% Reduce -0.8% 2,612 $404K
Triumph Capital Management 0.09% Reduce -1.7% 2,610 $404K
CENTRAL TRUST Co 0.01% Reduce -9.9% 2,589 $401K
Prelude Capital Management, LLC 0.03% Reduce -78.4% 2,587 $400K
Secure Asset Management, LLC 0.06% New 2,585 $400K
Capital Analysts, LLC 0.01% Add +6.4% 2,584 $400K
Lodestone Wealth Management LLC 0.16% Add +2.3% 2,583 $400K
One Capital Management, LLC 0.01% Reduce -13.7% 2,578 $399K
Shufro Rose & Co. LLC 0.03% Reduce -39.8% 2,574 $398K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +10.8% 2,568 $398K
Reliant Investment Partners, LLC 0.31% Reduce -3.5% 2,559 $396K
Jackson Square Capital, LLC 0.08% Reduce -1.2% 2,555 $396K
White Lighthouse Investment Management Inc. 0.06% New 2,553 $395K
National Wealth Management Group, LLC 0.14% New 2,532 $392K
Freedom Investment Management, Inc. 0.11% Reduce -68.9% 2,528 $391K
Quotient Wealth Partners, LLC 0.01% Add +12.5% 2,514 $389K
Ameraudi Asset Management, Inc. 0.21% Reduce -0.4% 2,505 $388K
Rebalance, LLC 0.02% Add +0.4% 2,496 $386K
Denver Wealth Management, Inc. 0.14% Reduce -20.7% 2,491 $386K
Valeo Financial Advisors, LLC 0.01% Reduce -20.5% 2,490 $385K
Sharkey, Howes & Javer 0.05% No change 2,484 $385K
Blue Trust, Inc. 0.00% Add +5.2% 2,483 $384K
Stonehaven Wealth & Tax Solutions, LLC 0.34% Add +70.3% 2,474 $383K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% Reduce -7.8% 2,463 $381K
Successful Portfolios LLC 0.19% Add +22.4% 2,413 $380K
My Personal CFO, LLC 0.16% New 2,452 $380K
MBE Wealth Management, LLC 0.16% Add +41.6% 2,451 $379K
Swmg, LLC 0.11% Reduce -7.9% 2,405 $379K
Verity Asset Management, Inc. 0.16% Add +2.6% 2,447 $379K
New Republic Capital, LLC 0.10% New 2,443 $378K
Tranquility Partners, LLC 0.14% Add +37.9% 2,434 $377K
SVB Wealth LLC 0.02% Reduce -41.3% 2,415 $374K
OneAscent Financial Services LLC 0.03% Reduce -68.8% 2,414 $374K
ELCO Management Co., LLC 0.24% Add +35.0% 2,411 $373K
Walleye Trading LLC 0.01% New 2,411 $373K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -5.9% 2,410 $373K
Kohmann Bosshard Financial Services, LLC 0.03% No change 2,400 $372K
Core Wealth Partners LLC 0.17% Add +0.3% 2,399 $371K
TrueWealth Advisors, LLC 0.10% Reduce -1.4% 2,398 $371K
Measured Risk Portfolios, Inc. 0.43% Reduce -6.0% 2,395 $371K
BlueSky Wealth Advisors, LLC 0.05% No change 2,394 $371K
Dimension Capital Management LLC 0.05% Add +7.3% 2,387 $370K
Coldstream Capital Management Inc. 0.00% Reduce -1.6% 2,384 $369K
Soundwatch Capital LLC 0.06% New 2,361 $365K
Elevated Capital Advisors, LLC 0.09% Reduce -1.5% 2,359 $365K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -37.4% 2,356 $365K
Bowman & Co S.C. 0.15% New 2,354 $364K
Barnes Pettey Financial Advisors, LLC 0.18% Add +0.2% 2,351 $364K
Bison Wealth, LLC 0.04% Add +9.1% 2,496 $363K
Thompson Davis & Co., Inc. 0.22% Add +3.0% 2,334 $361K
Huntleigh Advisors, Inc. 0.06% Add +18.7% 2,325 $360K
ARS Wealth Advisors Group, LLC 0.03% Add +5.4% 2,320 $359K
Red Door Wealth Management, LLC 0.04% Add +2.8% 2,319 $359K
Retireful, LLC 0.45% New 2,318 $359K
Tolleson Wealth Management, Inc. 0.05% No change 2,311 $358K
Arista Wealth Management, LLC 0.04% No change 2,303 $357K
Wealth Enhancement Trust Services, Inc. 0.04% — 2,293 $355K
Claro Advisors Inc. 0.05% New 2,287 $354K
Blue Bell Private Wealth Management, LLC 0.05% Reduce -4.8% 2,287 $354K
Register Financial Advisors LLC 0.14% Add +0.1% 2,278 $353K
Axecap Investments, LLC 0.22% New 2,274 $352K
Patriot Investment Management Group, Inc. 0.02% Add +0.5% 2,274 $352K
River Street Advisors LLC 0.13% No change 2,267 $351K
Bensler, LLC 0.04% New 2,266 $351K
Stack Financial Management, Inc 0.03% Add +29.9% 2,265 $351K
Private Wealth Partners, LLC 0.02% Reduce -20.0% 2,264 $350K
Clear Retirement Advice LLC 0.27% — 2,236 $349K
Private Management Group Inc. 0.01% Add +1.1% 2,252 $349K
Waystone Advisors LLC 0.30% — 2,244 $347K
Quadcap Wealth Management, LLC 0.04% Reduce -1.7% 2,240 $347K
HMV Wealth Advisors, LLC 0.17% No change 2,227 $345K
Fiduciary Alliance LLC 0.02% Add +26.8% 2,225 $344K
Aurora Private Wealth, Inc. 0.23% — 2,219 $344K
Red Mountain Financial, LLC 0.34% No change 2,217 $343K
Sheets Smith Wealth Management 0.04% Reduce -1.1% 2,217 $343K
Diversify Wealth Management, LLC 0.02% Add +36.4% 2,188 $343K
Primoris Wealth Advisors, LLC 0.20% Add +9.5% 2,212 $342K
Coyle Financial Counsel LLC 0.07% No change 2,207 $342K
Griffin Asset Management, Inc. 0.04% New 2,207 $342K
SmartHarvest Portfolios, LLC 0.12% — 2,206 $341K
Entelevest, LLC 0.35% — 2,199 $340K
Millennium Capital Advisors, LLC 0.20% Reduce -8.4% 2,186 $338K
Lee Danner & Bass Inc. 0.02% Reduce -3.1% 2,182 $338K
Whalen Wealth Management Inc. 0.18% Reduce -12.5% 2,178 $337K
First American Trust, FSB 0.02% Add +0.3% 2,174 $337K
Blue Fin Capital, Inc. 0.05% Add +17.3% 2,172 $336K
Boreal Capital Management LLC 0.31% Add +36.5% 2,156 $334K
Fearless Solutions, LLC dba Best Invest 0.20% Add +42.8% 2,151 $333K
Key Financial Inc 0.06% Add +0.1% 2,139 $331K
Ark Wealth Advisors LLC 0.36% — 2,136 $331K
Parsons Capital Management Inc. 0.02% Reduce -0.5% 2,133 $330K
Coastwise Capital Group, LLC 0.17% Add +0.4% 2,130 $330K
Tiller Private Wealth, Inc. 0.12% Add +1.1% 2,127 $329K
Marble Wealth, LLC 0.05% — 2,120 $328K
180 Wealth Advisors, LLC 0.04% Reduce -4.2% 2,118 $328K
Patrick M Sweeney & Associates, Inc. 0.20% No change 2,105 $326K
Capital Advisors, Ltd. LLC 0.04% Reduce -1.0% 2,097 $325K
Sovereign Financial Group, Inc. 0.06% Add +20.1% 2,095 $324K
Alpine Woods Capital Investors, LLC 0.08% Reduce -0.8% 2,089 $323K
C2C Wealth Management, LLC 0.27% Reduce -1.6% 2,085 $323K
First International Bank of Israel Ltd. 0.15% Reduce -4.1% 2,084 $323K
Bravias Capital Group, LLC 0.19% New 2,076 $321K
Vanguard Personalized Indexing Management, LLC 0.00% New 2,074 $321K
Kuhn & Co Investment Counsel 0.21% New 2,073 $321K
Pacific Capital Wealth Advisors, Inc. 0.06% No change 2,073 $321K
WealthTrust Axiom LLC 0.08% No change 2,072 $321K
Facet Wealth, Inc. 0.01% Add +7.8% 2,068 $319K
Bluespring Wealth Management, LLC 0.03% No change 2,046 $317K
Jordan Park Trust Co LLC 0.22% New 2,042 $316K
Marathon Wealth Advisors LLC 0.13% — 2,038 $316K
Texas Yale Capital Corp. 0.01% Add +5.2% 2,035 $315K
Guyasuta Investment Advisors Inc. 0.02% Add +4.5% 2,028 $314K
Serenity Investment Advisors 0.18% — 1,980 $313K
Finley Financial, LLC 0.14% Reduce -24.5% 2,020 $313K
SMI Advisory Services, LLC 0.05% New 1,982 $312K
DSG Capital Advisors, LLC 0.05% Add +4.2% 1,985 $312K
Traynor Capital Management, Inc. 0.02% Add +3.1% 2,012 $311K
Laurel Oak Wealth Management, LLC 0.05% — 2,010 $311K
Angeles Wealth Management, LLC 0.02% Add +569.3% 2,008 $311K
Orleans Capital Management Corp. 0.19% Reduce -17.5% 2,005 $310K
Purkiss Capital Advisors LLC 0.15% Reduce -1.3% 2,001 $310K
Iowa State Bank 0.06% No change 2,000 $310K
Balefire, LLC 0.06% Reduce -28.9% 1,998 $309K
Valley Wealth Managers, Inc. 0.02% Reduce -0.9% 1,997 $309K
Bollard Group LLC 0.01% Add +0.3% 1,991 $308K
GC Wealth Management RIA, LLC 0.01% Add +14.3% 1,985 $307K
First Command Advisory Services, Inc. 0.00% Reduce -10.7% 1,985 $307K
Richwood Investment Advisors, LLC 0.22% Reduce -5.4% 1,946 $307K
Kickstand Ventures, Llc. 0.06% Reduce -0.1% 1,982 $307K
Jessup Wealth Management, Inc 0.10% New 1,981 $307K
1900 Wealth Management LLC 0.02% Add +0.3% 1,978 $306K
SilverOak Wealth Management LLC 0.05% No change 1,974 $306K
Solstein Capital, LLC 0.12% Add +26.9% 1,968 $305K
Cozad Asset Management Inc. 0.02% Add +3.4% 1,963 $304K
Vantus Wealth LLC 0.22% — 1,960 $303K
Webster Bank, N. A. 0.03% No change 1,959 $303K
Thoroughbred Financial Services, LLC 0.02% Reduce -1.3% 1,959 $303K
Bridgewater Advisors Inc. 0.02% Reduce -0.4% 1,913 $303K
Destiny Wealth Partners, LLC 0.03% No change 1,912 $302K
Heritage Wealth Management, Inc. 0.08% No change 1,950 $302K
First Pacific Financial 0.04% Add +0.4% 1,947 $301K
Snider Financial Group 0.08% Reduce -3.2% 1,943 $301K
Moment Partners, LLC 0.06% Add +27.0% 1,940 $300K
Evergreen Capital Management LLC 0.01% No change 1,936 $300K
Waterfront Wealth Inc. 0.06% Reduce -3.5% 1,899 $300K
Trust Co. of Oklahoma 0.09% No change 1,933 $299K
Second Line Capital, LLC 0.06% Reduce -0.5% 1,931 $299K
Janus Henderson Group PLC 0.00% New 1,931 $299K
1ST Source Bank 0.02% Add +26.8% 1,929 $299K
Grantvest Financial Group LLC 0.19% Reduce -3.9% 1,924 $298K
Silvercrest Asset Management Group LLC 0.00% Add +12.6% 1,924 $298K
Bank of New Hampshire 0.07% No change 1,920 $297K
Brown, Lisle/Cummings, Inc. 0.07% No change 1,919 $297K
Howland Capital Management LLC 0.01% Reduce -18.5% 1,918 $297K
TD Private Client Wealth LLC 0.01% Reduce -21.1% 1,917 $297K
Alteri Wealth LLC 0.10% Add +0.9% 1,915 $296K
KTF Investments, LLC 0.05% — 1,913 $296K
OneAscent Family Office, LLC 0.20% Add +0.4% 1,907 $295K
Brady Family Wealth, LLC 0.09% Reduce -51.0% 1,903 $295K
Williams Jones Wealth Management, LLC. 0.00% Reduce -5.0% 1,903 $295K
Autumn Glory Partners, LLC 0.10% Add +0.3% 1,902 $294K
Invesco Ltd. 0.00% Reduce -10.4% 1,899 $294K
Golden Reserve Retirement LLC 0.05% New 1,897 $294K
YHB Investment Advisors, Inc. 0.02% New 1,897 $294K
GAMMA Investing LLC 0.01% Add +0.5% 1,895 $293K
Iron Gate Global Advisors LLC 0.03% No change 1,889 $292K
Fragasso Financial Advisors Inc 0.02% Add +7.3% 1,888 $292K
XTX Topco Ltd 0.01% Reduce -93.1% 1,888 $292K
FSM Wealth Advisors, LLC 0.04% Reduce -13.4% 1,884 $292K
Astra Wealth Partners LLC 0.18% Add +2.0% 1,883 $292K
Icon Wealth Advisors, LLC 0.02% Reduce -7.1% 1,880 $291K
Severin Investments, LLC 0.26% Reduce -11.2% 1,879 $291K
Castle Rock Wealth Management, LLC 0.06% Add +4.2% 1,883 $290K
FRG Family Wealth Advisors LLC 0.04% Reduce -14.8% 1,860 $288K
HCR Wealth Advisors 0.03% Add +6.5% 1,834 $284K
Valor Advisors LLC 0.24% — 1,829 $283K
Spartan Planning & Wealth Management 0.21% New 1,828 $283K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% No change 1,820 $282K
Burling Wealth Partners, LLC 0.04% No change 1,820 $282K
Symphony Financial Services, Inc. 0.14% Add +0.6% 1,816 $281K
StrongBox Wealth, LLC 0.09% Reduce -5.6% 1,810 $280K
Leigh Baldwin & Co., LLC 0.18% Reduce -15.2% 1,808 $280K
Signaturefd, LLC 0.00% Reduce -10.0% 1,807 $280K
Panoramic Investment Advisors, LLC 0.15% Reduce -11.1% 1,800 $279K
Centiva Capital, LP 0.02% New 1,800 $279K
STAR Financial Bank 0.14% No change 1,799 $278K
Paragon Capital Management Ltd 0.06% Add +4.0% 1,791 $277K
Stratos Investment Management, LLC 0.01% Reduce -2.9% 1,790 $277K
Black Diamond Financial, LLC 0.03% Add +14.5% 1,786 $277K
Barnett & Company, Inc. 0.22% New 1,786 $276K
REDW Wealth LLC 0.11% No change 1,780 $276K
Byrne Asset Management LLC 0.15% New 1,772 $274K
Stableford Capital II LLC 0.10% Add +18.2% 1,762 $273K
Maltin Wealth Management, Inc. 0.11% Reduce -22.5% 1,759 $272K
USA Financial Formulas 0.05% New 1,758 $272K
Southeast Asset Advisors, LLC 0.03% Add +3.9% 1,756 $272K
Christensen, King & Associates Investment Services, Inc. 0.12% Reduce -0.5% 1,755 $272K
Rockbridge Investment Management, LCC 0.03% Reduce -3.6% 1,754 $272K
LeClair Wealth Partners LLC 0.16% Reduce -2.2% 1,742 $270K
Peregrine Asset Advisers, Inc. 0.08% No change 1,739 $269K
Gryphon Financial Partners LLC 0.03% No change 1,736 $269K
Farmers National Bank 0.06% New 1,734 $268K
Fiduciary Financial Group, LLC 0.04% Add +3.2% 1,720 $266K
Leo Wealth, LLC 0.02% New 1,718 $266K
Fund Advisors of America Inc 0.24% — 1,715 $265K
Penobscot Investment Management Company, Inc. 0.02% Add +3.3% 1,712 $265K
Shulman DeMeo Asset Management LLC 0.06% Add +7.2% 1,707 $264K
HUB Investment Partners, LLC 0.01% Add +4.0% 1,704 $264K
Councilmark Asset Management, LLC 0.15% No change 1,700 $263K
COFG Advisors, LLC 0.07% — 1,699 $263K
Zacks Investment Management 0.00% New 1,697 $263K
NFSG Corp 0.04% Reduce -72.7% 1,696 $262K
Fortem Financial Group, LLC 0.07% No change 1,690 $262K
First Financial Bankshares Inc 0.01% No change 1,688 $261K
Empirical Asset Management, LLC 0.07% New 1,679 $260K
Weaver Consulting Group 0.06% New 1,678 $260K
First National Bank & Trust Co. of Newtown 0.05% No change 1,658 $257K
QRG Capital Management, Inc. 0.00% Add +10.3% 1,656 $256K
Sincerus Advisory, LLC 0.21% New 1,654 $256K
Axim Planning & Wealth 0.27% Reduce -7.8% 1,653 $256K
Romano Brothers and Company 0.03% Reduce -13.6% 1,653 $256K
United Community Bank 0.10% Add +147.9% 1,651 $256K
JNBA Financial Advisors 0.02% No change 1,651 $256K
XML Financial, LLC 0.02% New 1,648 $255K
Ancora Advisors LLC 0.01% Reduce -2.1% 1,639 $254K
Correct Capital Wealth Management 0.05% Reduce -2.5% 1,629 $252K
Auxano Advisors, LLC 0.05% No change 1,626 $252K
Gallagher Fiduciary Advisors, LLC 0.01% New 1,602 $248K
Edgemoor Investment Advisors, Inc. 0.02% No change 1,600 $248K
Trueblood Wealth Management, LLC 0.10% New 1,595 $247K
Atlanta Consulting Group Advisors, LLC 0.06% Reduce -0.5% 1,588 $246K
Madison Park Capital Advisors, LLC 0.20% Add +0.1% 1,586 $246K
Tennessee Valley Asset Management Partners 0.03% Reduce -2.9% 1,586 $246K
First Long Island Investors, LLC 0.02% Reduce -16.0% 1,579 $244K
Samalin Investment Counsel, LLC 0.09% Add +2.7% 1,574 $244K
Wealth Architects, LLC 0.02% Reduce -7.6% 1,561 $242K
Syntegra Private Wealth Group, LLC 0.02% No change 1,556 $241K
Capstone Financial Advisors, Inc. 0.01% Add +5.2% 1,553 $240K
Revisor Wealth Management LLC 0.06% New 1,524 $240K
GW Henssler & Associates Ltd. 0.01% No change 1,548 $240K
MainStreet Investment Advisors LLC 0.03% No change 1,545 $239K
MIdWestOne Financial Group, Inc. 0.03% Add +6.8% 1,544 $239K
Ritter Daniher Financial Advisory LLC / DE 0.04% Add +1313.8% 1,541 $239K
Portland Financial Advisors Inc 0.51% No change 1,538 $238K
Stevens Capital Partners 0.06% Add +2.5% 1,536 $238K
Oxford Financial Group, LTD. LLC 0.01% Add +326.4% 1,535 $238K
Amplius Wealth Advisors, LLC 0.02% New 1,532 $237K
Schorn Wealth LLC 0.07% Reduce -4.3% 1,527 $236K
Sage Mountain Advisors LLC 0.01% Reduce -12.7% 1,525 $236K
TruNorth Capital Management, LLC 0.04% No change 1,520 $235K
Gray Private Wealth, LLC 0.11% No change 1,516 $235K
Cypress Wealth Services, LLC 0.03% New 1,516 $235K
Freestone Capital Holdings, LLC 0.01% Add +0.3% 1,514 $234K
Cranbrook Wealth Management, LLC 0.05% Reduce -12.9% 1,512 $234K
Kraematon Investment Advisors, Inc. 0.19% Reduce -5.6% 1,507 $233K
SHP Wealth Management 0.02% — 1,507 $233K
Florida Trust Wealth Management Co 0.01% New 1,498 $232K
Purpose Unlimited Inc. 0.01% — 1,494 $231K
Atlas Private Wealth Advisors 0.05% Reduce -41.4% 1,493 $231K
Chris Bulman Inc 0.10% Add +0.7% 1,488 $230K
Asset Dedication, LLC 0.02% Reduce -16.5% 1,484 $230K
Fortress Private Ledger, LLC 0.08% New 1,483 $230K
Tableaux LLC 0.16% Reduce -51.2% 1,482 $229K
Signature Equity Partners, LLC 0.13% — 1,480 $229K
Eldridge Investment Advisors, Inc. 0.05% No change 1,480 $229K
Accel Wealth Management 0.06% Reduce -5.8% 1,479 $229K
SageView Advisory Group, LLC 0.01% Reduce -16.9% 1,475 $228K
Campion Asset Management 0.16% Add +2.2% 1,472 $228K
Able Wealth Management LLC 0.07% New 1,472 $228K
Cordgrass Capital Advisors, LLC 0.05% Add +7.9% 1,470 $228K
Trademark Financial Management, LLC 0.13% New 1,469 $227K
One River Asset Management, LLC 0.20% New 1,460 $226K
Madden Advisory Services, Inc. 0.09% Reduce -19.1% 1,458 $226K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +0.2% 1,456 $225K
Split Rock Private Trading & Wealth Management, LLC 0.18% — 1,447 $224K
Prostatis Group LLC 0.05% No change 1,445 $224K
WealthTrust Asset Management, LLC 0.16% Reduce -2.0% 1,444 $224K
Ruggiero Investments, Inc. 0.20% — 1,441 $223K
Missouri Trust & Investment Co 0.07% Add +7.5% 1,441 $223K
Colonial Trust Co / SC 0.03% No change 1,440 $223K
Capital Management Associates, Inc 0.05% New 1,440 $223K
HTG Investment Advisors, Inc. 0.07% No change 1,438 $223K
Oxler Private Wealth LLC 0.06% Reduce -38.1% 1,435 $222K
Alerus Financial NA 0.01% No change 1,422 $220K
Mather Group, Llc. 0.00% No change 1,419 $220K
Straight Path Wealth Management 0.06% New 1,418 $220K
New Millennium Group LLC 0.09% New 1,415 $219K
Peoples Financial Services Corp. 0.10% Reduce -6.8% 1,410 $218K
Fort Sheridan Advisors LLC 0.03% New 1,405 $218K
NorthCrest Asset Manangement, LLC 0.00% Add +0.1% 1,403 $217K
Flavin Financial Services, Inc. 0.15% New 1,402 $217K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.01% New 1,401 $217K
Bulltick Wealth Management, LLC 0.05% New 1,396 $216K
All Terrain Financial Advisors, LLC 0.07% New 1,390 $215K
Seelaus Asset Management LLC 0.17% New 1,390 $215K
Trivium Point Advisory, LLC 0.02% Reduce -13.3% 1,389 $215K
Sacks & Associates, LLC 0.16% — 1,384 $214K
Curtis Advisory Group, LLC 0.04% Reduce -14.3% 1,384 $214K
JM2 Capital Inc. 0.17% — 1,382 $214K
Sterling Investment Management, LLC 0.12% Reduce -38.6% 1,382 $214K
Davis R M Inc. 0.00% New 1,382 $214K
Arcus Capital Partners, LLC 0.08% New 1,380 $214K
Cyndeo Wealth Partners, LLC 0.01% New 1,374 $213K
Seneca House Advisors 0.08% New 1,373 $213K
American State Bank (Iowa) 0.10% New 1,373 $213K
Claris Financial LLC 0.11% Reduce -13.2% 1,372 $212K
Breakwater Capital Group 0.03% New 1,368 $212K
Acropolis Investment Management, LLC 0.01% New 1,366 $211K
Stone Wealth Partners 0.19% — 1,365 $211K
Paradigm, Strategies in Wealth Management, LLC 0.14% New 1,357 $210K
Retirement Capital Strategies 0.08% Reduce -31.2% 1,355 $210K
Summit Financial Strategies, Inc. 0.02% New 1,353 $209K
Prosperity Wealth Management, Inc. 0.07% New 1,351 $209K
Naples Global Advisors, LLC 0.02% New 1,346 $208K
Evernest Financial Advisors, LLC 0.04% New 1,328 $208K
Russell Investments Group, Ltd. 0.00% Reduce -9.3% 1,339 $207K
Almanack Investment Partners, LLC. 0.04% New 1,338 $207K
LOM Asset Management Ltd 0.06% No change 1,335 $207K
Legacy Edge Advisors, LLC 0.02% New 1,323 $205K
Aspiriant, LLC 0.01% New 1,321 $204K
Invera Wealth Advisors, LLC 0.13% New 1,320 $204K
Onyx Bridge Wealth Group LLC 0.02% New 1,320 $204K
Tucker Asset Management LLC 0.06% Add +802.7% 1,318 $204K
N.E.W. Advisory Services LLC 0.02% Add +12.6% 1,317 $204K
Pinnacle Financial Group, LLC / IL 0.06% Reduce -32.3% 1,315 $204K
James J. Burns & Company, LLC 0.03% New 1,309 $203K
SpringVest Wealth Management LLC 0.14% New 1,302 $202K
Precedent Wealth Partners, LLC 0.04% New 1,302 $202K
Mathes Company, Inc. 0.07% New 1,300 $201K
Thompson Siegel & Walmsley LLC 0.00% New 1,299 $201K
Accredited Investors Inc. 0.01% New 1,297 $201K
Resolute Wealth Strategies, LLC 0.09% Reduce -39.1% 1,296 $201K
Blackston Financial Advisory Group, LLC 0.12% New 1,293 $200K
Gold Investment Management Ltd. 0.06% No change 1,282 $198K
Smithfield Trust Co 0.01% No change 1,266 $196K
Truvestments Capital LLC 0.03% Reduce -8.3% 1,233 $191K
Nemes Rush Group LLC 0.02% Add +7.2% 1,226 $190K
Smartleaf Asset Management LLC 0.01% Add +30.6% 1,216 $189K
Steigerwald, Gordon & Koch Inc. 0.02% Add +2.8% 1,203 $186K
Berbice Capital Management LLC 0.11% New 1,200 $186K
South Plains Financial, Inc. 0.11% No change 1,200 $186K
Advanced Asset Management Advisors Inc 0.05% Reduce -44.9% 1,199 $186K
Align Financial, LLC 0.11% — 184,676 $185K
TD Capital Management LLC 0.02% No change 1,186 $184K
Allspring Global Investments Holdings, LLC 0.00% Add +183.9% 1,181 $184K
MPWM Advisory Solutions, LLC 0.10% Reduce -39.1% 1,182 $183K
Deutsche Bank AG 0.00% Add +4.9% 1,182 $183K
BOK Financial Private Wealth, Inc. 0.01% New 1,175 $182K
Phillips Financial Management, LLC 0.01% No change 1,147 $178K
Plante Moran Financial Advisors, LLC 0.01% Reduce -4.7% 1,147 $178K
ORG Partners LLC 0.03% Add +14.5% 1,145 $177K
Provident Wealth Management, LLC 0.05% No change 1,142 $177K
Rothschild Investment LLC 0.01% Add +5.8% 1,131 $175K
Hamilton Point Investment Advisors, LLC 0.03% No change 1,128 $175K
SJS Investment Consulting Inc. 0.02% Add +2.5% 1,124 $174K
Albion Financial Group 0.01% No change 1,111 $172K
Strategic Wealth Partners, Ltd. 0.01% Reduce -11.0% 1,105 $171K
Corsicana & Co. 0.10% Reduce -31.3% 1,100 $170K
Stone House Investment Management, LLC 0.03% Add +30.0% 1,096 $170K
Johnson Financial Group, Inc. 0.01% Reduce -11.7% 1,058 $164K
Collier Financial 0.12% Reduce -92.1% 1,053 $163K
Cheviot Value Management, LLC 0.02% No change 1,056 $163K
Morse Asset Management, Inc 0.03% Add +320.0% 1,050 $163K
Clayton Financial Group LLC 0.08% Add +249.0% 1,047 $162K
Versant Capital Management, Inc 0.02% Add +0.2% 1,036 $160K
Hilton Head Capital Partners, LLC 0.09% — 1,034 $160K
Family Manage LLC 0.02% No change 1,031 $160K
Tripletail Wealth Management, LLC 0.20% No change 1,030 $159K
Milestone Investment Advisors LLC 0.04% No change 1,005 $156K
SYM FINANCIAL Corp 0.02% Reduce -32.9% 981 $152K
Dagco, Inc. 0.03% Reduce -4.9% 975 $151K
Capitol Family Office, Inc. 0.18% Reduce -33.8% 972 $151K
Princeton Global Asset Management LLC 0.02% Add +39.2% 951 $147K
HHM Wealth Advisors, LLC 0.02% Add +41.3% 945 $146K
Prosperity Bancshares Inc 0.13% — 931 $144K
Private Wealth Asset Management, LLC 0.02% No change 903 $140K
Union Savings Bank 0.06% — 902 $140K
Advisors Preferred, LLC 0.02% New 895 $139K
Global Trust Asset Management, LLC 0.05% New 895 $139K
Investors Research Corp 0.03% Add +2.2% 892 $138K
2UniFi Bank 0.07% No change 890 $138K
Elevation Wealth Partners, LLC 0.05% Reduce -20.0% 890 $138K
Edmond DE Rothschild Holding S.A. 0.00% Add +21.3% 859 $133K
Pittenger & Anderson Inc. 0.01% No change 855 $132K
High Point Wealth Management, LLC 0.13% — 853 $132K
Stelac Advisory Services LLC 0.05% New 852 $132K
Ascentis Wealth Management, LLC 0.03% No change 838 $130K
Bernard Wealth Management Corp. 0.05% Reduce -1.3% 834 $129K
Farmers & Merchants Investments Inc. 0.00% No change 803 $124K
Kingdom Financial Group LLC. 0.04% New 800 $124K
Delta Asset Management LLC 0.01% No change 728 $113K
Barrett & Company, Inc. 0.04% No change 719 $111K
CDKV Holdings LLC 0.09% — 708 $110K
Rossby Financial, LCC 0.03% Add +175.5% 708 $110K
Commonwealth Retirement Investments LLC 0.04% New 701 $109K
Addison Advisors LLC 0.02% No change 688 $107K
Grove Bank & Trust 0.01% No change 688 $107K
American National Bank & Trust 0.01% No change 686 $106K
Root Financial Partners, LLC 0.01% Add +48.6% 673 $104K
Ulland Investment Advisors, LLC 0.08% No change 670 $104K
Cherry Tree Wealth Management, LLC 0.02% No change 668 $103K
Physician Wealth Advisors, Inc. 0.01% No change 653 $101K
Dunhill Financial, LLC 0.03% Reduce -16.7% 647 $100K
Resources Management Corp. /CT/ 0.01% No change 643 $100K
Pursuit Wealth Strategies, LLC 0.14% — 633 $98K
Matrix Private Capital Group LLC 0.05% No change 629 $97K
Perkins Coie Trust Co 0.02% No change 627 $97K
Arbor Wealth Management LLC\AZ 0.07% — 621 $96K
Anchor Investment Management, LLC 0.01% Reduce -25.6% 612 $95K
Ameritas Investment Partners, Inc. 0.00% Add +0.2% 602 $93K
HM Payson & Co. 0.00% No change 600 $93K
Trust Co. of Toledo NA 0.01% Add +144.6% 592 $92K
Archer Investment Corp 0.02% Reduce -12.6% 588 $91K
Flagship Wealth Advisors, LLC 0.03% No change 586 $91K
Intesa Sanpaolo Wealth Management 0.02% — 580 $90K
Concord Wealth Partners 0.01% Add +32.4% 576 $89K
Cornerstone Planning Group LLC 0.01% Reduce -17.9% 556 $86K
Bravera Wealth 0.04% — 553 $86K
Cambient Family Office, LLC 0.01% — 552 $85K
Ogorek Anthony Joseph /NY/ 0.02% No change 550 $85K
Armstrong Advisory Group, Inc. 0.01% Add +2.5% 538 $83K
WealthCollab, LLC 0.03% Add +91.8% 537 $83K
GPS Wealth Strategies Group, LLC 0.07% Reduce -92.7% 530 $82K
Raffa Wealth Management, LLC 0.01% No change 522 $81K
Provenance Wealth Advisors, LLC 0.01% No change 519 $80K
Ankerstar Wealth, LLC 0.08% — 518 $80K
eCIO, Inc. 0.04% New 518 $80K
Winch Advisory Services, LLC 0.02% Add +0.2% 513 $79K
Indiana Trust & Investment Management Co 0.02% Reduce -8.8% 509 $79K
Barnes Dennig Private Wealth Management LLC 0.08% Add +25.8% 503 $78K
Pacifica Partners Inc. 0.03% Add +63.9% 500 $78K
Glass Jacobson Investment Advisors llc 0.03% No change 500 $77K
Washington Trust Advisors, Inc. 0.01% No change 496 $77K
Kozak & Associates, Inc. 0.01% Add +0.4% 474 $75K
Cardiff Park Advisors, LLC 0.01% No change 480 $74K
McIlrath & Eck, LLC 0.01% No change 458 $71K
Wellington Grp LLC 0.02% — 454 $70K
Vestor Capital, LLC 0.01% Add +1465.0% 8,623 $70K
Obsidian Cio, LLC 0.10% Reduce -93.8% 447 $69K
KERR FINANCIAL PLANNING Corp 0.09% Add +100.0% 422 $65K
Colonial Trust Advisors 0.00% Reduce -26.6% 415 $64K
Sachetta, LLC 0.03% No change 406 $63K
Caldwell Sutter Capital, Inc. 0.03% No change 402 $62K
Financial Perspectives, Inc 0.02% Add +0.5% 402 $62K
Citizens National Bank Trust Department 0.01% No change 400 $62K
Bellevue Asset Management, LLC 0.02% No change 391 $61K
Tradewinds Capital Management, LLC 0.01% New 389 $60K
Founders Capital Management 0.03% No change 384 $59K
Strengthening Families & Communities, LLC 0.02% Add +28.1% 378 $59K
Cedar Mountain Advisors, LLC 0.01% No change 378 $59K
Trust Co. of Vermont 0.00% Add +52.4% 378 $59K
Paladin Advisory Group, LLC 0.04% No change 373 $58K
Keystone Financial Group, Inc. 0.03% Add +0.3% 370 $57K
Breakwater Investment Management 0.02% No change 369 $57K
First United Bank & Trust 0.02% Reduce -1.4% 362 $56K
Nova Wealth Management, Inc. 0.04% Reduce -78.3% 360 $56K
Team Financial Group, LLC 0.03% Add +0.6% 358 $55K
Coastline Trust Co 0.01% New 345 $53K
Investment Research & Advisory Group, Inc. 0.02% Add +0.7% 144 $53K
Morton Brown Family Wealth, LLC 0.01% Add +0.3% 340 $53K
Ameriflex Group, Inc. 0.03% Reduce -27.1% 333 $52K
Global Wealth Strategies & Associates 0.01% Add +94.1% 330 $51K
Olistico Wealth, LLC 0.02% New 330 $51K
Signature Resources Capital Management, LLC 0.03% No change 321 $50K
FAS Wealth Partners, Inc. 0.00% Add +8.2% 318 $49K
Manchester Capital Management LLC 0.01% Reduce -43.1% 312 $48K
Lloyd Advisory Services, LLC. 0.02% New 307 $48K
First Community Trust NA 0.03% Reduce -7.4% 300 $46K
Pinnacle Bancorp, Inc. 0.01% No change 300 $46K
Hartford Financial Management Inc. 0.01% No change 300 $46K
DV Trading LLC 0.00% — 300 $46K
Heartland Advisors Inc. 0.00% No change 300 $46K
Maseco LLP 0.00% Add +17.7% 293 $45K
Knuff & Co LLC 0.01% No change 290 $45K
Basso Capital Management, L.P. 0.03% New 286 $44K
Redwood Park Advisors LLC 0.03% Add +528.9% 283 $44K
Quattro Advisors LLC 0.04% — 283 $44K
Goodman Advisory Group, LLC 0.01% New 281 $43K
Fairscale Capital, LLC 0.03% No change 277 $43K
one8zero8, LLC 0.01% New 277 $43K
Rosenberg Matthew Hamilton 0.01% No change 277 $43K
Highline Wealth Partners LLC 0.01% Add +88.4% 275 $43K
Operose Advisors LLC 0.01% Add +50.6% 268 $41K
Caitlin John, LLC 0.03% Reduce -5.2% 257 $40K
Avion Wealth 0.01% Reduce -81.1% 256 $39K
Hanson & Doremus Investment Management 0.00% No change 251 $39K
Gleason Group, Inc. 0.00% Add +0.4% 251 $39K
Optiver Holding B.V. 0.00% New 248 $38K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.03% — 245 $38K
Clark Wealth Partners 0.02% No change 243 $38K
Bangor Savings Bank 0.00% No change 242 $37K
Hantz Financial Services, Inc. 0.00% Reduce -55.3% 240 $37K
Rakuten Securities, Inc. 0.01% Add +15.4% 232 $36K
Armor Investment Advisors, LLC 0.01% No change 230 $36K
Arvest Investments, Inc. 0.01% Reduce -99.7% 228 $35K
HighMark Wealth Management LLC 0.01% No change 221 $34K
NorthAvenue LLC 0.03% — 220 $34K
Bulwark Capital Corp 0.02% No change 220 $34K
Richards, Merrill & Peterson, Inc. 0.01% New 220 $34K
Evelyn Partners Asset Management Ltd 0.01% No change 220 $34K
Wagner Wealth Management, LLC 0.01% No change 215 $33K
Adkins Seale Capital Management LLC 0.03% — 215 $33K
IAG Wealth Partners, LLC 0.00% No change 215 $33K
Greykasell Wealth Strategies, Inc. 0.01% Add +0.5% 212 $33K
Louisbourg Investments Inc. 0.01% No change 210 $33K
Topsail Wealth Management, LLC 0.00% New 210 $33K
Bogart Wealth, LLC 0.00% No change 210 $32K
Roxbury Financial LLC 0.03% No change 204 $32K
BankPlus Trust Department 0.01% No change 203 $31K
Parvin Asset Management, LLC 0.03% No change 200 $31K
Pinney & Scofield, Inc. 0.02% No change 200 $31K
Halbert Hargrove Global Advisors, LLC 0.00% No change 200 $31K
Pin Oak Investment Advisors Inc. 0.02% No change 193 $30K
Strategic Advocates LLC 0.01% No change 191 $30K
Aventura Private Wealth, LLC 0.01% Add +772.7% 192 $30K
Financial Management Professionals, Inc. 0.00% New 190 $29K
IMA Advisory Services, Inc. 0.00% No change 187 $29K
Investors Portfolio Services LLC 0.02% — 176 $27K
Nalls Sherbakoff Group, LLC 0.02% No change 175 $27K
Gables Capital Management Inc. 0.01% No change 175 $27K
Steph & Co. 0.01% No change 170 $26K
Financial Gravity Asset Management, Inc. 0.01% No change 167 $26K
Decker Retirement Planning Inc. 0.01% Add +336.8% 166 $26K
Vermillion Wealth Management, Inc. 0.01% Add +0.6% 165 $25K
LM Advisors LLC 0.10% Reduce -84.3% 3,931 $25K
Atomic Invest LLC 0.01% — 161 $25K
RMG Wealth Management LLC 0.00% Reduce -83.5% 155 $25K
Pioneer Family Office, LLC 0.02% — 159 $25K
Curio Wealth, LLC 0.01% New 153 $24K
Financial Avengers, Inc. 0.01% Reduce -27.4% 151 $23K
Davis Capital Management 0.02% Reduce -10.7% 150 $23K
Luken Investment Analytics, LLC 0.01% No change 150 $23K
Oakworth Capital, Inc. 0.00% No change 150 $23K
Eukles Asset Management 0.01% Add +22.1% 149 $23K
Beaird Harris Wealth Management, LLC 0.00% No change 148 $23K
PFS Partners, LLC 0.01% No change 145 $23K
Richardson Financial Services Inc. 0.01% Reduce -96.1% 276 $21K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +22.7% 135 $21K
DiNuzzo Private Wealth, Inc. 0.00% No change 135 $21K
Piscataqua Savings Bank 0.01% New 134 $21K
Legacy Bridge, LLC 0.01% No change 132 $20K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 130 $20K
Covestor Ltd 0.01% Add +51.2% 130 $20K
Miller Capital Partners, Inc. 0.01% — 123 $19K
Comprehensive Financial Planning, Inc. 0.01% No change 120 $19K
Center for Financial Planning, Inc. 0.00% No change 115 $18K
Inspire Investing, LLC 0.00% New 113 $17K
1 North Wealth Services LLC 0.01% Reduce -43.6% 110 $17K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 110 $17K
Hurley Capital, LLC 0.01% Add +0.9% 107 $17K
Scarborough Advisors, LLC 0.00% No change 106 $16K
DHJJ Financial Advisors, Ltd. 0.01% No change 104 $16K
First PREMIER Bank 0.00% Reduce -35.0% 104 $16K
Anfield Capital Management, LLC 0.01% Reduce -91.4% 102 $16K
New England Capital Financial Advisors LLC 0.01% Add +60.3% 101 $16K
Eq Wealth Advisors, LLC 0.01% New 100 $15K
Old Second National Bank of Aurora 0.00% No change 100 $15K
Ramirez Asset Management, Inc. 0.00% No change 100 $15K
Wolff Wiese Magana LLC 0.01% Add +1.0% 97 $15K
Quest 10 Wealth Builders, Inc. 0.01% No change 96 $15K
Ballast Advisors LLC 0.00% No change 95 $15K
Kilter Group LLC 0.01% No change 93 $14K
Integrity Financial Corp 0.01% No change 91 $14K
Imprint Wealth LLC 0.06% Reduce -80.8% 88 $14K
Legacy Wealth Managment, LLC 0.01% Reduce -20.4% 86 $13K
Front Row Advisors LLC 0.00% No change 84 $13K
Rice Partnership, LLC 0.00% No change 81 $13K
Rialto Wealth Management, LLC 0.00% No change 79 $12K
Arlington Trust Co LLC 0.00% Reduce -98.7% 75 $12K
Acumen Wealth Advisors, LLC 0.00% — 74 $11K
Evermay Wealth Management LLC 0.00% Reduce -9.9% 73 $11K
Wealth Watch Advisors, INC 0.00% New 68 $11K
IMG Wealth Management, Inc. 0.01% Add +1.5% 67 $10K
DecisionPoint Financial, LLC 0.00% Reduce -31.3% 66 $10K
Balentine LLC 0.00% Reduce -78.8% 63 $10K
Tompkins Financial Corp. 0.00% Reduce -45.6% 62 $10K
Valued Wealth Advisors LLC 0.00% New 61 $9K
Consultiva Wealth Management, Corp. 0.03% No change 60 $9K
Optima Capital LLC 0.00% New 60 $9K
Strive Financial Group ,LLC 0.00% — 58 $9K
Peterson Wealth Services 0.00% Reduce -97.2% 58 $9K
Premier Financial Group 0.00% New 54 $8K
Navalign, LLC 0.00% New 53 $8K
Bullseye Investment Management, LLC 0.00% Reduce -99.8% 50 $8K
City State Bank 0.00% No change 50 $8K
IFC & Insurance Marketing, Inc. 0.01% — 46 $7K
Monetary Solutions, Ltd 0.01% — 42 $7K
WPG Advisers, LLC 0.00% No change 39 $6K
Credit Industriel Et Commercial 0.00% New 36 $6K
Orion Capital Management LLC 0.00% Reduce -42.9% 36 $6K
Hoey Investments, Inc. 0.00% No change 30 $5K
Sfam, LLC 0.00% — 30 $5K
FWL Investment Management, LLC 0.00% No change 30 $5K
West Paces Advisors Inc. 0.00% New 30 $5K
Gilpin Wealth Management, LLC 0.00% — 29 $4K
NCP Inc. 0.00% New 29 $4K
Pingora Partners LLC 0.00% No change 25 $4K
Gen-Wealth Partners Inc 0.00% No change 25 $4K
Park Place Capital Corp 0.00% Add +108.3% 25 $4K
Compass Financial Services Inc 0.00% No change 24 $4K
Daiwa Securities Group Inc. 0.00% Reduce -42.4% 19 $3K
Sawyer & Company, Inc 0.00% Reduce -21.7% 18 $3K
McGuire Capital Advisors Inc. 0.00% — 17 $3K
Abound Wealth Management 0.00% Reduce -81.6% 14 $2K
Copia Wealth Management 0.00% No change 14 $2K
Navigoe, LLC 0.00% No change 19 $2K
Valley National Advisers Inc. 0.00% No change 16 $2K
Go Invest LLC 0.00% — 12 $2K
Godsey & Gibb, Inc. 0.00% Reduce -94.2% 6 $929
Safe Harbor Fiduciary, LLC 0.00% — 2 $310
Townsend Asset Management Corp. /NC/ 0.00% No change 2 $310
Abound Financial, LLC 0.00% New 1 $155
REAP Financial Group, LLC 0.00% New 1 $81

"% 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.