SS Health Care Select SectorXLVETF

13F holders, Q1 2026 (March 31)
1,820holders −23
129new positions
163sold out
8famous investors
$146.37avg. 13F price*

At the end of Q1 2026, 1,820 institutions reported holding SS Health Care Select Sector (XLV) in their 13F filings, down 23 from Q4 2025. 129 opened new positions and 163 sold out. The largest holders were Bank of America Corp. ($4.5B), JPMorgan Chase & Co. ($2.3B) and Morgan Stanley ($1.7B). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
SS Health Care Select Sector
Filed as
SELECT SECTOR SPDR TR (Q1 2026)
CUSIP
81369Y209
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions129$614.6M
Exits163$755.3M

All 13F filers, Q4 2025 → Q1 2026: 16,276,412 shares bought and 19,216,726 shares sold, net −2,940,314 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,820 holders

Bank of America Corp. 0.33% Add +11.7% 31,021,559 $4.5B
JPMorgan Chase & Co. 0.15% Reduce -5.8% 15,794,063 $2.3B
Morgan Stanley 0.10% Reduce -0.5% 11,432,079 $1.7B
Goldman Sachs Group Inc. 0.14% Add +6.0% 7,180,417 $1.1B
Wells Fargo & Company 0.19% Add +0.4% 6,383,962 $936.0M
LPL Financial LLC 0.25% Reduce -3.5% 6,333,092 $928.5M
Envestnet Asset Management Inc. 0.20% Add +0.7% 5,176,030 $758.9M
Raymond James Financial Inc. 0.22% Reduce -3.8% 4,787,128 $701.8M
UBS Group AG 0.12% Reduce -4.1% 4,528,081 $663.9M
Focus Partners Wealth 0.50% Reduce -0.5% 3,081,363 $451.8M
Harel Insurance Investments & Financial Services Ltd. 2.82% Reduce -32.8% 2,838,549 $416.2M
Ameriprise Financial Inc. 0.10% Reduce -4.2% 2,727,813 $410.9M
Nissay Asset Management Corp. /Japan 2.10% Reduce -13.2% 2,702,894 $396.3M
Royal Bank of Canada 0.07% Reduce -6.6% 2,646,004 $387.9M
Main Management ETF Advisors, LLC 13.91% Reduce -11.0% 2,543,237 $372.9M
Janney Montgomery Scott LLC 0.86% Reduce -0.8% 2,361,183 $346.2M
Truist Financial Corp. 0.46% Add +1.9% 2,323,059 $340.6M
Caisse de depot et placement du Quebec 0.50% Add +45.0% 2,144,058 $314.3M
Barclays PLC 0.10% Add +102.9% 1,947,906 $285.6M
WestEnd Advisors, LLC 6.65% Add +1.7% 1,878,114 $275.4M
Menora Mivtachim Holdings LTD. 1.20% Reduce -0.6% 1,734,213 $254.3M
Meitav Investment House Ltd. 2.55% Reduce -6.5% 1,586,797 $232.6M
Osaic Holdings, Inc. 0.33% Add +15.4% 1,541,744 $226.1M
Phoenix Financial Ltd. 2.13% Add +29.5% 1,529,577 $224.3M
BNP Paribas Financial Markets 0.14% Reduce -44.4% 1,391,792 $204.1M
Jordan Park Group LLC 10.70% New 1,370,536 $200.9M
State Street Corp. 0.01% Add +8.9% 1,122,816 $164.6M
Rokos Capital Management LLP 2.71% Reduce -37.5% 1,036,116 $151.9M
Charles Schwab Investment Management Inc. 0.02% Add +9.4% 1,003,611 $147.1M
PGIM Custom Harvest LLC 2.20% Reduce -6.0% 961,249 $140.9M
Cetera Investment Advisers 0.14% Reduce -7.2% 867,939 $127.2M
Stifel Financial Corp. 0.10% Add +11.5% 770,348 $112.9M
Neuberger Berman Group LLC 0.08% Reduce -5.1% 740,343 $108.5M
Agf Management Ltd. 0.48% Reduce -14.9% 726,050 $106.4M
Migdal Insurance & Financial Holdings Ltd. 0.86% Add +112.2% 680,149 $99.7M
Bank of Nova Scotia 0.17% Add +36.3% 679,740 $99.7M
BlackRock, Inc. 0.00% Add +54.1% 670,171 $98.3M
Victory Capital Management Inc. 0.06% Add +1.0% 652,174 $95.6M
Citigroup Inc. 0.06% Reduce -66.0% 607,605 $89.1M
Rockefeller Capital Management L.P. 0.15% Add +1.4% 584,921 $85.8M
Millennium Management 0.07% Add +1343.5% 581,167 $85.2M
Qube Research & Technologies Ltd 0.12% New 565,210 $82.9M
SRB Corp. 5.01% No change 556,818 $81.6M
Cibc World Market Inc. 0.14% Reduce -49.1% 553,159 $81.1M
HighTower Advisors, LLC 0.08% Add +2.3% 526,922 $77.3M
RiverFront Investment Group, LLC 1.18% Add +0.7% 521,112 $76.4M
Northern Trust Corp. 0.01% Add +0.2% 486,168 $71.3M
Bank of Montreal 0.03% Reduce -10.3% 480,893 $70.5M
Conservest Capital Advisors, Inc. 6.27% Reduce -1.2% 471,537 $69.1M
Greenwood Gearhart LLC 3.67% Add +3.1% 462,504 $67.8M
US Bancorp \de 0.08% Add +8.8% 459,185 $67.3M
J.Safra Asset Management Corp 3.53% Add +2.6% 446,627 $65.5M
Main Management LLC 4.66% Reduce -39.4% 436,462 $64.0M
State of Michigan Retirement System 0.31% Add +11.2% 404,788 $59.3M
Natixis 0.24% Add +704.0% 403,455 $59.2M
Alps Advisors Inc. 0.28% Add +16.8% 398,570 $58.4M
Gerber Kawasaki Wealth & Investment Management 1.81% Reduce -2.0% 387,824 $56.9M
Signature Estate & Investment Advisors LLC 1.14% Add +4.6% 382,859 $56.1M
Advisory Alpha, LLC 1.51% Add +0.5% 376,473 $55.2M
Commonwealth Equity Services, LLC 0.08% Reduce -10.1% 368,885 $54.1M
MML Investors Services, LLC 0.15% Reduce -18.0% 363,690 $53.3M
Capital Investment Advisors, LLC 0.74% Reduce -54.2% 345,759 $50.7M
Schroder Investment Management Group 0.04% New 335,996 $48.3M
Farther Finance Advisors, LLC 0.46% Add +26.4% 326,935 $48.3M
KCM Investment Advisors LLC 1.60% Reduce -1.4% 326,615 $47.9M
Cambridge Investment Research Advisors, Inc. 0.12% Add +7.4% 317,799 $46.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.27% Reduce -22.0% 312,037 $45.7M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Reduce -73.6% 300,000 $44.0M
Assetmark, Inc. 0.09% Add +24.8% 299,153 $43.9M
TD Waterhouse Canada Inc. 0.13% Add +8.0% 292,323 $43.2M
Mercer Global Advisors Inc. 0.06% Add +8.7% 289,403 $42.4M
Adams Diversified Equity Fund, Inc. 1.47% Add +114.0% 285,000 $41.8M
Private Advisor Group, LLC 0.19% Reduce -11.5% 278,763 $40.9M
Wellspring Financial Advisors, LLC 2.99% Reduce -3.4% 272,211 $39.9M
Cerity Partners LLC 0.06% Reduce -11.2% 270,453 $39.7M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2.59% Reduce -19.4% 269,341 $39.5M
Capital Fund Management S.A. 0.35% Reduce -48.6% 267,734 $39.3M
Krilogy Financial LLC 1.17% Add +8.1% 246,922 $36.2M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 4.57% No change 245,800 $36.0M
Jones Financial Companies LLLP 0.02% Add +15.7% 244,391 $35.0M
MAI Capital Management 0.20% Add +1.8% 236,929 $34.7M
Baird Financial Group, Inc. 0.05% Add +102.0% 236,708 $34.7M
Wharton Business Group, LLC 1.29% Reduce -0.6% 232,563 $34.1M
Fifth Third Bancorp 0.06% Add +89.7% 223,713 $32.8M
Kingsview Wealth Management, LLC 0.44% Reduce -2.1% 221,599 $32.5M
PNC Financial Services Group, Inc. 0.02% Add +4.0% 220,815 $32.4M
Trilogy Capital Inc. 1.42% Add +24.6% 216,901 $31.8M
Sanctuary Advisors, LLC 0.17% Add +2.3% 213,125 $31.2M
Equitable Holdings, Inc. 0.20% Add +8.3% 201,041 $31.0M
Corient Private Wealth LP 0.04% Add +19.3% 218,843 $30.9M
Money Concepts Capital Corp. 1.69% Add +1153.6% 208,270 $30.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +266.6% 204,351 $30.0M
Miller Investment Management, LP 2.95% Add +2.3% 202,911 $29.7M
Squarepoint Ops LLC 0.06% Add +96.8% 201,816 $29.6M
Jane Street Group, LLC 0.03% New 201,130 $29.5M
BW Gestao de Investimentos Ltda. 1.31% Reduce -24.4% 201,000 $29.5M
FMR LLC 0.00% Add +5.2% 199,007 $29.2M
Peapack Gladstone Financial Corp. 0.37% Reduce -0.3% 196,695 $28.8M
NewEdge Advisors, LLC 0.10% Reduce -8.7% 195,406 $28.6M
Nan Shan Life Insurance Co., Ltd. 1.04% Add +141.1% 195,277 $28.6M
Kestra Advisory Services, LLC 0.10% Add +28.2% 185,445 $27.2M
Spinnaker Trust 1.49% Reduce -0.4% 183,673 $26.9M
Trek Financial, LLC 1.42% Add +1.0% 183,003 $26.8M
EP Wealth Advisors, LLC 0.13% Add +65.0% 181,826 $26.7M
Ayalon Insurance Comp Ltd. 5.38% Add +39.0% 179,509 $26.3M
Biltmore Wealth Management, LLC 9.11% Reduce -1.0% 174,800 $25.6M
Makena Capital Management LLC 2.94% Reduce -4.7% 173,873 $25.5M
Financial Advisory Corp 3.54% Add +0.3% 173,855 $25.5M
Thrivent Financial for Lutherans 0.05% Add +3.0% 172,792 $25.3M
SP Asset Management LLC 2.22% Reduce -1.9% 171,845 $25.2M
Potomac Fund Management Inc. 0.88% Add +13.8% 171,750 $25.2M
Point72 Asset Management 0.05% Add +60.3% 171,475 $25.1M
Rothschild Capital Partners, LLC 6.18% Reduce -13.7% 171,004 $25.1M
MMBG Investment Advisors Co. 2.30% Reduce -0.2% 170,600 $25.0M
Captrust Financial Advisors 0.04% Add +3.9% 165,928 $24.3M
Means Investment Co., Inc. 2.07% Add +2.1% 161,513 $23.7M
American Financial Advisors, LLC 3.14% Reduce -2.3% 160,500 $23.5M
Mariner, LLC 0.03% Reduce -23.1% 158,822 $23.3M
Cwm, LLC 0.06% Add +26.5% 154,808 $22.7M
Blair William & Co. 0.06% Add +14.2% 152,963 $22.4M
Concurrent Investment Advisors, LLC 0.24% Add +9.3% 149,093 $21.9M
Swan Global Investments, LLC 1.16% Reduce -22.5% 147,497 $21.6M
Two Sigma Investments, LP 0.02% New 145,462 $21.3M
Lighthouse Financial Services Inc. 4.81% Reduce -0.8% 143,292 $21.3M
Ashton Thomas Private Wealth, LLC 0.50% Reduce -20.6% 144,223 $21.1M
Fisher Asset Management 0.01% Add +10.0% 142,880 $20.9M
Graves Light Lenhart Wealth, Inc. 2.18% Reduce -0.5% 142,582 $20.9M
Park Avenue Securities LLC 0.16% Reduce -5.9% 142,317 $20.9M
IMZ Advisory Inc 7.87% Add +6.7% 141,966 $20.8M
Creative Planning 0.01% Add +3.6% 141,802 $20.8M
Cercano Management LLC 0.89% Add +173.4% 140,876 $20.7M
Kwmg, LLC 1.70% Add +6.6% 138,864 $20.4M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2.63% Reduce -0.9% 132,987 $19.5M
Exchange Traded Concepts, LLC 0.14% Reduce -16.9% 127,230 $18.7M
Steward Partners Investment Advisory, LLC 0.09% Reduce -50.5% 125,494 $18.4M
United Capital Financial Advisors, LLC 0.11% Reduce -1.5% 124,702 $18.3M
Jefferies Financial Group Inc. 0.23% Add +941.0% 124,130 $18.2M
Oppenheimer & Co. Inc. 0.22% Add +56.4% 122,998 $18.0M
Measured Wealth Private Client Group, LLC 4.91% Reduce -4.0% 122,490 $18.0M
Volterra Technologies LP 12.71% New 121,999 $17.9M
Bar Harbor Wealth Management 1.04% Reduce -6.4% 121,799 $17.9M
DAVENPORT & Co LLC 0.10% Add +3.5% 120,708 $17.7M
Valmark Advisers, Inc. 0.21% Add +1.3% 120,073 $17.6M
Passaic Partners LLC 2.11% Reduce -7.8% 118,613 $17.4M
GTS Securities LLC 0.61% Add +628.0% 118,273 $17.3M
Tamar Securities, LLC 1.85% Add +8.0% 117,258 $17.2M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -30.3% 115,890 $17.0M
Horizon Investments, LLC 0.19% Add +106.0% 115,322 $16.9M
Evolution Wealth Advisors, LLC 1.72% Add +2.4% 115,176 $16.9M
HighPoint Advisor Group LLC 0.71% Reduce -3.5% 115,080 $16.9M
First Interstate Bank 0.95% Reduce -1.7% 114,970 $16.9M
Dakota Wealth Management 0.35% Add +8.5% 111,726 $16.4M
Country Trust Bank 0.30% Add +3.1% 108,189 $15.9M
Round Rock Advisors LLC 2.42% Add +4.5% 107,918 $15.8M
IHT Wealth Management, LLC 0.37% Reduce -25.5% 107,338 $15.7M
Oppenheimer Asset Management Inc. 0.18% Reduce -8.1% 106,252 $15.6M
Asset Advisors Investment Management, LLC 1.46% Add +5.9% 104,542 $15.3M
Analyst IMS Investment Management Services Ltd. 0.46% Reduce -0.2% 104,161 $15.3M
Integrated Wealth Concepts LLC 0.12% Add +99.7% 103,862 $15.2M
J.W. Cole Advisors, Inc. 0.51% Add +2.0% 103,561 $15.2M
Sava Penzisko Drushtvo A.D. Skopje 4.63% Add +8.3% 103,514 $15.2M
SG Americas Securities, LLC 0.02% Reduce -4.8% 103,238 $15.1M
Beacon Pointe Advisors, LLC 0.08% Add +194.3% 101,563 $14.9M
Susquehanna International Group, LLP 0.02% Add +491.8% 100,770 $14.8M
Scotia Capital Inc. 0.06% Add +19.2% 100,381 $14.7M
Salomon & Ludwin, LLC 1.31% Add +1.8% 100,550 $14.6M
Tudor Investment Corporation 0.08% Reduce -7.5% 99,299 $14.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.88% Reduce -19.3% 99,240 $14.5M
Estate Counselors, LLC 1.29% Reduce -6.5% 98,757 $14.5M
Perigon Wealth Management, LLC 0.26% Reduce -13.1% 98,181 $14.4M
Founders Financial Securities LLC 0.81% Add +59.7% 96,139 $14.4M
Hilltop Wealth Advisors, LLC 8.48% Add +1.1% 96,481 $14.1M
National Bank of Canada 0.01% Add +8.4% 96,015 $14.1M
Allen Wealth Management, LLC 7.04% New 95,954 $14.1M
Bellwether Advisors, LLC 2.35% Reduce -12.0% 94,639 $13.9M
Balance Wealth Partners LLC 4.21% Reduce -14.2% 92,417 $13.5M
O'shaughnessy Asset Management, LLC 0.07% Add +160.8% 92,044 $13.5M
BTG Pactual Asset Management US LLC 1.33% Reduce -31.7% 91,722 $13.4M
Renaissance Technologies 0.02% New 91,700 $13.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% New 89,500 $13.1M
Simon Quick Advisors, LLC 0.60% Add +7.4% 89,012 $13.1M
Keybank National Association 0.05% Reduce -0.8% 88,736 $13.0M
Brave Asset Management Inc. 3.05% Add +1.6% 87,515 $12.8M
Insight Wealth Strategies, LLC 1.40% Add +1.9% 85,647 $12.6M
Clarity Financial LLC 1.36% Reduce -1.7% 85,305 $12.5M
Peak Retirement Planning, Inc. 2.49% New 85,219 $12.5M
Lowe Brockenbrough & Co. Inc. 0.62% Add +2.7% 84,204 $12.3M
Spire Wealth Management 0.41% Reduce -6.7% 81,628 $12.0M
Stillwater Capital Advisors, LLC 1.36% Add +1.2% 81,128 $11.9M
Old National Bancorp 0.20% Reduce -6.5% 79,975 $11.7M
WBH Advisory Inc. 0.87% Reduce -3.2% 78,986 $11.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +18.0% 79,170 $11.6M
Csenge Advisory Group 0.53% Add +16.3% 78,732 $11.5M
Prosperity Consulting Group, LLC 0.51% Reduce -3.3% 78,096 $11.4M
&partners 0.06% Add +4.7% 77,655 $11.4M
Quantitative Investment Management, LLC 1.17% New 76,896 $11.3M
Arkadios Wealth Advisors 0.19% Add +2.2% 76,733 $11.2M
Independent Advisor Alliance 0.12% Add +1256.3% 76,715 $11.2M
Petredis Investment Advisors LLC 0.92% Add +2.2% 76,285 $11.2M
Sender Co & Partners, Inc. 8.15% Add +76.7% 76,201 $11.2M
Carnegie Investment Counsel 0.22% Reduce -6.3% 76,080 $11.2M
HSBC Holdings PLC 0.01% Reduce -73.4% 75,377 $11.0M
Mfa Wealth Advisors, LLC 2.14% Add +6.4% 74,208 $10.9M
Compass Wealth Management, LLC 4.63% Add +8.9% 73,872 $10.8M
Eagle Wealth Strategies LLC 4.64% Add +1.9% 72,223 $10.6M
Lido Advisors, LLC 0.04% Reduce -17.2% 72,008 $10.6M
Vickerman Investment Advisors, Inc. 2.21% Reduce -0.9% 71,623 $10.5M
CMH Wealth Management LLC 1.79% Add +0.3% 71,211 $10.4M
Quantinno Capital Management LP 0.02% Add +20.5% 71,070 $10.4M
Fullerton Fund Management Co Ltd. 0.82% Reduce -59.2% 69,991 $10.3M
AlphaStar Capital Management, LLC 0.75% Add +33.8% 69,626 $10.2M
Pachira Investments Inc. 4.71% Add +10.0% 68,736 $10.1M
Advisory Services Network, LLC 0.13% Reduce -7.4% 68,648 $10.1M
Howard Capital Management Group, LLC 0.67% Add +1.4% 68,462 $10.0M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 7.45% New 57,687 $9.9M
Stratos Wealth Partners, LTD. 0.11% Reduce -8.3% 67,685 $9.9M
Lebenthal Global Advisors, LLC 1.44% Add +0.9% 67,352 $9.9M
IFP Advisors, Inc 0.20% Add +25.2% 67,332 $9.9M
Hobart Private Capital, LLC 1.93% Add +1.0% 66,868 $9.8M
Martin & Co. Inc. 1.66% Add +1.5% 66,339 $9.7M
Private Wealth Advisors, LLC 2.73% Add +31.3% 66,324 $9.7M
WESPAC Advisors SoCal, LLC 2.06% Add +7.7% 66,215 $9.7M
Keystone Global Partners, LLC 4.31% Add +35.4% 65,723 $9.6M
Redhawk Wealth Advisors, Inc. 1.05% Add +21.3% 64,967 $9.5M
Winthrop Capital Management, LLC 2.41% Reduce -0.5% 63,960 $9.4M
Heirloom Wealth Management 1.67% New 63,391 $9.3M
Virtu Financial LLC 0.38% New 63,041 $9.2M
Benjamin Edwards Inc. 0.09% Add +9.9% 62,874 $9.2M
Waverly Advisors, LLC 0.07% Add +1.6% 62,581 $9.2M
High Note Wealth, LLC 1.80% Reduce -1.8% 62,563 $9.2M
Bank Hapoalim BM 1.48% Reduce -0.9% 61,817 $9.1M
Global Endowment Management, LP 1.01% No change 61,592 $9.0M
Prestige Wealth Management Group LLC 1.76% Reduce -0.5% 61,192 $9.0M
Toth Financial Advisory Corp. 0.98% Add +7.1% 61,124 $9.0M
AlphaCore Capital LLC 0.21% Reduce -14.1% 60,375 $8.9M
Constitution Capital LLC 4.42% Add +3.5% 60,360 $8.8M
Capital Investment Counsel, LLC 1.21% Add +453.5% 59,995 $8.8M
Atria Investments, Inc 0.10% Reduce -0.1% 59,866 $8.8M
Brookstone Capital Management 0.10% Add +58.2% 59,563 $8.7M
Sage Capital Advisors,llc 2.02% Reduce -0.6% 59,422 $8.7M
Strategic Advisory Partners, LLC 6.83% Add +6.5% 59,194 $8.7M
Fairvoy Private Wealth, LLC 2.07% Add +252.5% 59,096 $8.7M
Arta Finance Wealth Management LLC 4.24% Add +3.5% 58,501 $8.6M
Perbak Capital Partners LLP 2.10% New 58,330 $8.6M
Prudent Investors Network, Inc. 1.85% Reduce -15.8% 57,886 $8.5M
First Merchants Corp. 0.32% Reduce -15.5% 57,781 $8.5M
Federation des caisses Desjardins du Quebec 0.03% Reduce -0.9% 57,004 $8.4M
Parkside Investments, LLC 1.01% Reduce -19.2% 56,954 $8.4M
Envision Financial Planning, LLC 3.00% Add +3.2% 56,649 $8.3M
Western Wealth Management, LLC 0.31% Add +8.8% 56,334 $8.3M
Castleark Management LLC 0.27% No change 56,130 $8.2M
TCV Trust & Wealth Management, Inc. 0.68% Reduce -2.1% 55,437 $8.1M
Allred Capital Management, LLC 2.96% Add +4.5% 55,440 $8.1M
Pathstone Holdings, LLC 0.03% Reduce -1.5% 55,012 $8.1M
Lyell Wealth Management, LP 0.59% Add +26.1% 54,732 $8.0M
McKinley Carter Wealth Services, Inc. 0.46% Reduce -56.2% 54,632 $8.0M
Meridian Wealth Management, LLC 0.28% Add +90.8% 54,541 $8.0M
Premier Path Wealth Partners, LLC 1.04% Reduce -12.5% 54,470 $8.0M
Symmetry Investments LP 1.93% Add +31.3% 54,342 $8.0M
Forbes J M & Co. LLP 0.67% No change 54,169 $7.9M
Journey Advisory Group, LLC 0.68% Add +17.0% 54,121 $7.9M
Sigma Planning Corp 0.22% Add +2.2% 53,850 $7.9M
Commerce Bank 0.04% Add +50.2% 53,760 $7.9M
Aster Capital Management (DIFC) Ltd 2.55% New 53,501 $7.8M
AQR Capital Management 0.00% Add +152.4% 52,509 $7.7M
CreativeOne Wealth, LLC 0.18% Add +46.8% 51,831 $7.6M
Integrated Advisors Network LLC 0.40% Reduce -43.1% 51,594 $7.6M
Tocqueville Asset Management L.P. 0.11% Reduce -26.8% 51,291 $7.5M
Hancock Whitney Corp. 0.13% Reduce -0.8% 50,426 $7.4M
Orange Investment Advisors, Inc. 0.96% Reduce -6.1% 50,398 $7.4M
Savvy Advisors, Inc. 0.20% Reduce -5.8% 50,390 $7.4M
HRT Financial LP 0.02% New 50,174 $7.4M
Centaurus Financial, Inc. 0.35% Add +0.3% 49,910 $7.3M
Banco Santander, S.A. 0.06% Add +14.1% 49,567 $7.3M
Maven Securities LTD 0.42% Reduce -54.4% 49,398 $7.2M
Coastal Bridge Advisors, LLC 0.51% Add +8.1% 49,089 $7.2M
XTX Topco Ltd 0.12% Add +2495.7% 49,006 $7.2M
Keebeck Wealth Management 0.80% Reduce -2.9% 48,663 $7.1M
Robertson Stephens Wealth Management, LLC 0.20% Reduce -0.3% 48,568 $7.1M
Merit Financial Group, LLC 0.05% Add +65.8% 48,502 $7.1M
Essex LLC 1.25% Add +3.0% 48,330 $7.1M
Foronjy Financial LLC 2.94% Add +7.2% 48,170 $7.1M
Marks Group Wealth Management, Inc 0.68% Add +729.6% 48,108 $7.1M
Concentric Capital Strategies, LP 0.61% Reduce -54.3% 47,840 $7.0M
Parallax Volatility Advisers, L.P. 0.39% Add +6.4% 47,570 $6.9M
Signal Advisors Wealth, LLC 0.47% Add +17.9% 46,652 $6.8M
Annex Advisory Services, LLC 0.13% Reduce -0.3% 46,469 $6.8M
Tritonpoint Wealth, LLC 0.72% Reduce -0.6% 46,124 $6.8M
Thor Trading Advisors, LLC 2.79% Add +8.3% 45,987 $6.7M
Patten & Patten Inc. 0.40% Reduce -0.3% 45,162 $6.6M
Independent Financial Group, LLC 0.15% Add +19.5% 44,887 $6.6M
Theory Financial LLC 2.30% Add +64.4% 44,762 $6.6M
Baltimore-Washington Financial Advisors, Inc. 0.28% Reduce -4.9% 44,117 $6.5M
Niles Investment Management, LLC 5.81% New 44,112 $6.5M
Tiaa-Cref Individual & Institutional Services, LLC 0.02% — 43,984 $6.4M
BigSur Wealth Management LLC 1.80% Reduce -5.4% 43,789 $6.4M
Fifth Third Securities, Inc. 0.41% Reduce -11.0% 43,563 $6.4M
Ameraudi Asset Management, Inc. 3.45% Add +1627.7% 43,280 $6.3M
Provida Pension Fund Administrator 0.11% No change 43,085 $6.3M
Evercore Wealth Management, LLC 0.10% Reduce -8.1% 42,930 $6.3M
World Investment Advisors 0.10% Add +3.9% 42,547 $6.2M
Harbour Investments, Inc. 0.09% Add +45.3% 41,307 $6.1M
Gotham Asset Management 0.02% Add +44.4% 41,192 $6.0M
Warren Street Wealth Advisors, LLC 1.54% New 41,168 $6.0M
U.S. Capital Wealth Advisors, LLC 0.15% Add +3.1% 41,058 $6.0M
Busey Bank 0.16% Reduce -0.5% 40,960 $6.0M
Wealthedge Investment Advisors, LLC 2.20% Add +60.3% 40,800 $6.0M
Granite Harbor Advisors, Inc. 2.59% Reduce -1.7% 40,398 $5.9M
Peterson Wealth Management 3.42% Add +1.4% 40,241 $5.9M
Woodmont Investment Counsel LLC 0.36% Reduce -26.0% 40,073 $5.9M
One Wealth Map LLC 2.86% Reduce -3.6% 40,416 $5.9M
Talon Private Wealth, LLC 0.77% — 39,774 $5.8M
Stockman Wealth Management, Inc. 0.64% Reduce -2.2% 39,522 $5.8M
Black Swift Group, LLC 1.00% Reduce -0.6% 39,022 $5.7M
NorthRock Partners, LLC 0.09% Add +5.6% 38,690 $5.7M
Nvwm, LLC 1.26% Reduce -0.3% 38,611 $5.7M
Bonfire Financial 4.25% Reduce -7.4% 38,492 $5.6M
Brown Brothers Harriman & Co. 0.03% Add +0.1% 37,894 $5.6M
Procyon Advisors, LLC 0.27% Reduce -29.4% 37,611 $5.5M
Westside Investment Management, Inc. 0.84% Add +11.8% 37,505 $5.5M
Algorithmic Investment Models, LLC 6.78% Add +7.3% 37,458 $5.5M
5th Street Advisors, LLC 2.38% Add +4.5% 37,393 $5.5M
TCP Asset Management, LLC 0.70% New 37,295 $5.5M
Econ Financial Services Corp 2.54% Add +31.3% 37,272 $5.5M
Prime Capital Investment Advisors, LLC 0.06% Reduce -7.3% 37,106 $5.4M
Pinnacle Financial Partners, Inc. 0.04% Add +2.2% 36,813 $5.4M
Fiduciary Group, LLC 0.46% Add +2.2% 36,804 $5.4M
Pinnacle Associates Ltd. 0.07% Reduce -1.7% 36,670 $5.4M
Delos Wealth Advisors, LLC 3.08% Add +12.0% 36,669 $5.4M
Financial Freedom, LLC 2.67% Reduce -5.7% 36,621 $5.4M
Sharper & Granite LLC 1.83% Reduce -8.2% 36,597 $5.4M
Cary Street Partners Financial LLC 0.13% Reduce -0.4% 36,475 $5.3M
Cooksen Wealth, LLC 3.85% Add +2.9% 36,119 $5.3M
Deltec Asset Management LLC 0.95% Add +8.9% 35,500 $5.2M
Intrua Financial, LLC 0.55% Reduce -42.7% 35,399 $5.2M
Chemung Canal Trust Co. 1.05% Add +0.4% 35,239 $5.2M
Simmons Bank 0.34% Reduce -9.2% 35,106 $5.1M
Vaughan David Investments LLC 0.11% Reduce -0.3% 34,876 $5.1M
Axxcess Wealth Management, LLC 0.16% Add +9.1% 34,555 $5.1M
Apollon Financial, LLC 0.70% Add +18.2% 34,517 $5.1M
Obermeyer Wealth Partners 0.23% Add +50.8% 34,416 $5.0M
Midwest Trust Co 0.06% Add +4.1% 34,096 $5.0M
Bleakley Financial Group, LLC 0.08% Add +3.6% 33,931 $5.0M
Frisch Financial Group, Inc. 1.04% Reduce -51.6% 33,913 $5.0M
Magnus Financial Group LLC 0.41% Reduce -14.1% 33,811 $5.0M
10Elms LLP 3.42% Add +27.2% 34,466 $5.0M
Courier Capital LLC 0.28% Add +4.3% 33,735 $4.9M
Herbst Group, LLC 3.04% Reduce -2.4% 33,585 $4.9M
Certuity, LLC 0.32% Add +26.2% 33,504 $4.9M
Cornerstone Wealth Group, LLC 0.32% New 33,529 $4.9M
AMG National Trust Bank 0.11% Add +47.2% 33,273 $4.9M
Wealthfront Advisers LLC 0.01% Reduce -0.7% 33,181 $4.9M
Sowell Financial Services LLC 0.18% Reduce -0.2% 33,119 $4.9M
Elevation Point Wealth Partners, LLC 0.12% Add +658.2% 33,056 $4.8M
Summit Financial, LLC 0.06% Reduce -21.4% 32,898 $4.8M
Kennicott Capital Management LLC 2.62% Reduce -24.2% 32,681 $4.8M
Cresset Asset Management, LLC 0.02% Reduce -31.1% 32,480 $4.8M
Twin Focus Capital Partners, LLC 0.54% Reduce -0.7% 32,269 $4.7M
Fourth Dimension Wealth, LLC 1.79% Add +1.3% 32,117 $4.7M
Choate Investment Advisors 0.09% Reduce -3.2% 32,107 $4.7M
Bank of New York Mellon Corp 0.00% Reduce -17.0% 32,010 $4.7M
Gladstone Institutional Advisory LLC 0.17% Reduce -43.9% 31,832 $4.7M
3EDGE Asset Management, LP 0.22% Reduce -15.1% 32,299 $4.7M
Stephens Inc. 0.06% Add +4.0% 31,634 $4.6M
HB Wealth Management, LLC 0.03% Add +6.2% 31,540 $4.6M
AlTi Global, Inc. 0.10% Add +101.8% 31,329 $4.6M
Sound View Wealth Advisors Group, LLC 0.31% Reduce -4.0% 31,282 $4.6M
Kestra Private Wealth Services, LLC 0.06% Add +4.2% 31,242 $4.6M
Level Four Advisory Services, LLC 0.15% Add +2.1% 31,142 $4.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +13.8% 31,200 $4.5M
Orion Porfolio Solutions, LLC 0.04% Reduce -25.3% 30,833 $4.5M
GeoWealth Management, LLC 0.16% Add +4.2% 30,417 $4.5M
Smith Chas P & Associates Pa Cpas 0.24% Reduce -5.8% 30,060 $4.4M
Montag A & Associates Inc. 0.20% Add +490.9% 29,733 $4.4M
Foundations Investment Advisors, LLC 0.05% Reduce -23.2% 29,388 $4.3M
M&T Bank Corp 0.01% Reduce -5.5% 29,372 $4.3M
Pallas Capital Advisors LLC 0.16% Reduce -10.4% 29,302 $4.3M
Transamerica Financial Advisors, LLC 0.36% Add +12.1% 29,046 $4.3M
Crew Capital Management, Ltd 2.83% Reduce -1.7% 29,040 $4.3M
ES4, LLC 2.75% Add +41.0% 29,016 $4.3M
Glenmede Trust Co. NA 0.02% Add +5.4% 28,954 $4.2M
First Trust Advisors LP 0.00% Add +126.3% 28,735 $4.2M
Sequoia Financial Advisors, LLC 0.02% Reduce -1.1% 28,585 $4.2M
Calton & Associates, Inc. 0.59% New 27,870 $4.1M
Rockport Wealth LLC 0.74% Add +37.4% 27,861 $4.1M
Venturi Wealth Management, LLC 0.18% Reduce -17.5% 27,809 $4.1M
Innealta Capital, LLC 2.52% Reduce -58.6% 27,675 $4.1M
Advisory Resource Group 0.69% Add +36.8% 27,536 $4.0M
Sepio Capital, LP 0.22% Reduce -7.2% 27,318 $4.0M
Atlas Capital Advisors Inc. 0.46% Add +18.5% 27,173 $4.0M
Benedict Financial Advisors Inc. 0.83% Reduce -1.0% 27,148 $4.0M
Graham Capital Management, L.P. 0.18% Reduce -45.3% 27,100 $4.0M
Dorsey & Whitney Trust CO LLC 0.22% No change 27,077 $4.0M
LightSquare Wealth Management, LLC 2.95% — 26,822 $3.9M
Riverpoint Wealth Management Holdings, LLC 0.83% Add +0.3% 26,739 $3.9M
Prospera Financial Services Inc 0.06% Add +5.3% 26,644 $3.9M
Silver Coast Investments LLC 1.24% Add +8.1% 26,604 $3.9M
Bay Rivers Group 1.62% Add +1.9% 26,456 $3.9M
Stonebridge Financial Group, LLC 0.32% Reduce -86.3% 26,452 $3.9M
Dynamic Advisor Solutions LLC 0.12% Add +2.2% 26,366 $3.9M
Nelson Capital Management, LLC 0.47% Reduce -0.4% 26,249 $3.8M
PeakShares LLC 3.50% Add +3.3% 26,011 $3.8M
First Horizon Corp. 0.16% Reduce -0.8% 25,992 $3.8M
Silphium Asset Management Ltd 1.44% Add +23.5% 25,895 $3.8M
Adams Wealth Management 0.83% Add +1.3% 25,702 $3.8M
CacheTech Inc. 0.73% Add +1.3% 25,702 $3.8M
Hilltop Holdings Inc. 0.34% Reduce -45.0% 25,525 $3.7M
Victory Financial Group, LLC 0.46% Reduce -10.2% 25,401 $3.7M
Biondo Investment Advisors, LLC 0.47% New 25,210 $3.7M
West Financial Advisors, LLC 0.63% New 25,165 $3.7M
Darwin Wealth Management, LLC 1.15% Add +8.4% 25,110 $3.7M
Nwi Management LP 0.22% Reduce -93.8% 25,000 $3.7M
Capital Investment Advisory Services, LLC 0.27% Add +7.5% 24,818 $3.6M
Allworth Financial LP 0.01% Reduce -3.3% 24,505 $3.6M
Focus Financial Network, Inc. 0.13% Reduce -4.1% 24,449 $3.6M
Embree Financial Group 0.42% Reduce -2.1% 24,434 $3.6M
First Financial Bank - Trust Division 0.29% Add +4.4% 24,433 $3.6M
New England Private Wealth Advisors LLC 0.41% Add +0.2% 24,421 $3.6M
Mill Creek Capital Advisors, LLC 0.07% Add +0.7% 24,361 $3.6M
Colton Groome Financial Advisors, LLC 1.01% Reduce -6.7% 24,287 $3.6M
Brandywine Oak Private Wealth LLC 0.30% Reduce -5.8% 24,281 $3.6M
MBA Advisors LLC 1.36% Add +9.9% 24,121 $3.5M
Choreo, LLC 0.04% Add +5.6% 24,106 $3.5M
Kovack Advisors, Inc. 0.19% Reduce -19.4% 23,962 $3.5M
Jackson, Grant Investment Advisers, Inc. 1.18% Reduce -0.5% 24,102 $3.5M
Jacobi Capital Management LLC 0.20% Add +8.6% 24,093 $3.5M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -15.6% 23,949 $3.5M
Massachusetts Wealth Management 1.52% Add +2.7% 23,919 $3.5M
VestGen Advisors, LLC 0.10% Add +52.1% 23,941 $3.5M
Apollon Wealth Management, LLC 0.06% Add +6.2% 23,810 $3.5M
Syon Capital LLC 0.17% Reduce -0.6% 23,717 $3.5M
Independence Wealth Advisors, LLC 1.84% Reduce -54.7% 23,609 $3.5M
FPC Investment Advisory, Inc. 1.72% Reduce -23.8% 23,961 $3.5M
One Day In July LLC 0.28% Add +14.1% 23,488 $3.4M
Bfsg, LLC 0.33% Reduce -3.3% 23,440 $3.4M
Rockingstone Advisors LLC 1.57% Add +0.5% 23,344 $3.4M
Bessemer Group Inc. 0.01% Add +4.9% 23,203 $3.4M
Mutual Advisors, LLC 0.07% Reduce -15.2% 23,203 $3.4M
Union Bancaire Privee, UBP SA 0.05% Add +611.4% 23,568 $3.4M
Flagship Harbor Advisors, LLC 0.15% Reduce -74.6% 23,108 $3.4M
NTV Asset Management LLC 0.37% Add +8.3% 23,070 $3.4M
RFG Advisory, LLC 0.06% Add +0.6% 23,062 $3.4M
Connecticut Wealth Management, LLC 0.14% Add +36.0% 22,867 $3.4M
Mgo One Seven LLC 0.07% Add +24.8% 22,834 $3.3M
Alphadyne Asset Management LP 0.44% New 22,773 $3.3M
MTM Investment Management, LLC 1.06% Add +0.9% 22,745 $3.3M
PFG Advisors 0.16% Reduce -1.4% 22,613 $3.3M
Credit Agricole S A 0.01% Reduce -37.9% 22,472 $3.3M
Laraway Financial Advisors Inc 2.31% Reduce -3.8% 22,434 $3.3M
Apella Capital, LLC 0.05% New 22,001 $3.3M
Natixis Advisors, LLC 0.00% Reduce -6.9% 22,288 $3.3M
Chevy Chase Trust Holdings, LLC 0.01% Add +12.9% 22,190 $3.3M
Ferguson Wellman Capital Management, Inc. 0.04% Reduce -0.8% 22,122 $3.2M
Quattro Financial Advisors LLC 0.98% Add +31.4% 21,961 $3.2M
Tandem Investment Partners LLC 2.73% Add +3.1% 21,935 $3.2M
Belpointe Asset Management LLC 0.12% Reduce -12.9% 21,681 $3.2M
Flagship Private Wealth, LLC 1.29% Reduce -1.2% 21,641 $3.2M
Atlantic Union Bankshares Corp 0.06% Reduce -7.0% 21,440 $3.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.18% Add +66.8% 21,412 $3.1M
Leuthold Group, LLC 0.33% Reduce -9.1% 21,371 $3.1M
CWC Advisors, LLC. 1.49% Reduce -0.6% 21,360 $3.1M
Johnson Investment Counsel Inc. 0.03% Reduce -7.8% 21,336 $3.1M
Performance Wealth Partners, LLC 0.09% Add +260.7% 21,305 $3.1M
Spinnaker Investment Group, LLC 0.63% Add +23.0% 21,213 $3.1M
Channel Wealth LLC 0.75% Add +22.2% 21,188 $3.1M
Capstone Wealth Management Group LLC 1.91% Reduce -2.3% 21,123 $3.1M
Zullo Investment Group, Inc. 1.17% Add +5.0% 20,984 $3.1M
Ausdal Financial Partners, Inc. 0.14% Add +11.8% 20,976 $3.1M
PCG Asset Management, LLC 2.45% Add +6.1% 20,879 $3.1M
Farmers & Merchants Trust Co of Chambersburg PA 0.83% Reduce -4.9% 20,695 $3.0M
D.A. Davidson & Co. 0.02% Reduce -12.2% 20,658 $3.0M
Marion Wealth Management 0.67% Add +0.7% 20,658 $3.0M
One Charles Private Wealth Services, LLC 0.76% Reduce -1.6% 20,603 $3.0M
Butensky & Cohen Financial Security, Inc. 0.79% Add +0.8% 20,544 $3.0M
Joseph P. Lucia & Associates, LLC 1.08% Add +3.0% 20,535 $3.0M
Mechanics Bank Trust Department 0.42% Reduce -8.1% 20,483 $3.0M
Odyssey Capital Advisors, Inc. 2.69% Add +7.2% 20,467 $3.0M
Freestone Grove Partners LP 0.02% New 20,458 $3.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.09% Add +38.3% 20,450 $3.0M
Clark Financial Services Group Inc. 1.65% New 20,438 $3.0M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -0.3% 20,670 $3.0M
Two Sigma Securities, LLC 0.35% Add +351.6% 20,395 $3.0M
Harrell Investment Partners, LLC 0.71% Reduce -9.2% 20,285 $3.0M
SageGuard Financial Group, LLC 0.46% Add +7.7% 20,284 $3.0M
James Investment Research, Inc. 0.33% Reduce -2.1% 20,246 $3.0M
Haverford Trust Co 0.03% Reduce -5.3% 20,210 $3.0M
Regal Investment Advisors LLC 0.17% Add +4.1% 20,206 $3.0M
MontVue Capital Management, Inc. 2.02% Reduce -1.8% 20,203 $3.0M
Circle Wealth Management, LLC 0.04% Add +0.0% 20,141 $3.0M
Pine Valley Investments Ltd Liability Co 0.14% Reduce -6.5% 20,092 $2.9M
Cresta Advisors, Ltd. 1.19% Add +2.0% 19,883 $2.9M
Bank of Marin 2.13% Add +2.0% 19,872 $2.9M
Associated Banc-Corp 0.08% Reduce -0.3% 19,833 $2.9M
WealthCare Investment Partners, LLC 0.80% Add +7.7% 19,791 $2.9M
Manhattan West Asset Management, LLC 0.57% Reduce -21.4% 19,717 $2.9M
JFS Wealth Advisors, LLC 0.16% Add +2.3% 19,717 $2.9M
Badgley Phelps Wealth Managers, LLC 0.06% Reduce -1.1% 19,700 $2.9M
Juno Financial Group LLC 1.12% Reduce -0.1% 19,565 $2.9M
Principle Wealth Partners LLC 0.16% Reduce -4.6% 19,550 $2.9M
Whittier Trust Co. of Nevada Inc. 0.06% Reduce -6.9% 19,533 $2.9M
Milestones Private Investment Advisors LLC 2.52% Reduce -6.0% 19,480 $2.9M
Horizon Financial Services, LLC 1.26% Add +4.0% 19,445 $2.9M
Highland Capital Management, LLC 0.15% Add +2.3% 19,433 $2.8M
Boltwood Capital Management 0.73% Add +3.4% 19,422 $2.8M
CMG Global Holdings, LLC 1.34% Add +0.5% 19,164 $2.8M
Canton Hathaway, LLC 0.57% Add +12.6% 19,153 $2.8M
Pinnacle Wealth Management Group, Inc. 1.38% Add +5.1% 19,153 $2.8M
Nations Financial Group Inc, /Ia/ 0.14% Add +0.0% 19,124 $2.8M
Insigneo Advisory Services, LLC 0.20% Reduce -8.3% 19,050 $2.8M
Marex Group Ltd 0.03% Add +1.4% 19,009 $2.8M
DV Trading LLC 0.25% Add +6206.7% 18,920 $2.8M
Knollwood Investment Advisory, LLC 0.28% No change 18,830 $2.8M
HBW Advisory Services LLC 0.29% Reduce -2.1% 18,814 $2.8M
Sentinel Trust Co. Lba 0.27% Reduce -2.1% 18,751 $2.7M
FIL Ltd 0.00% Reduce -96.6% 18,750 $2.7M
Prospect Financial Services LLC 1.67% Reduce -11.8% 18,650 $2.7M
Cullen/Frost Bankers, Inc. 0.03% Reduce -5.9% 18,529 $2.7M
NewEdge Wealth, LLC 0.03% Add +10.0% 18,501 $2.7M
Summit Trail Advisors, LLC 0.04% Reduce -17.0% 18,481 $2.7M
MSH Capital Advisors LLC 0.57% Add +0.2% 18,346 $2.7M
Meridian Investment Counsel Inc. 0.64% Add +0.3% 18,305 $2.7M
RPg Family Wealth Advisory, LLC 0.56% Reduce -6.0% 18,302 $2.7M
Tepp RIA, LLC 2.10% Reduce -3.8% 18,296 $2.7M
St Germain D J Co. Inc. 0.11% Reduce -4.5% 18,206 $2.7M
Diametric Capital, LP 0.70% New 18,181 $2.7M
Future Financial Wealth Managment LLC 1.72% Add +3.4% 17,983 $2.7M
Crestwood Advisors Group, LLC 0.04% Reduce -3.0% 18,115 $2.7M
Chesapeake Wealth Management 0.81% Reduce -4.3% 18,101 $2.7M
Next Capital Management LLC 0.80% Add +0.2% 18,001 $2.6M
McGuire Investment Group, LLC 0.30% Add +5.2% 17,963 $2.6M
Snowden Capital Advisors LLC 0.07% Add +4.5% 17,950 $2.6M
Sierra Capital LLC 0.29% No change 17,911 $2.6M
Wedbush Securities Inc. 0.08% Reduce -7.4% 17,784 $2.6M
Financial Discovery Group Inc. 6.09% — 17,769 $2.6M
Cary Street Partners Investment Advisory LLC 0.66% Add +0.5% 17,738 $2.6M
Markin Asset Management, LP 2.85% Add +14.3% 17,709 $2.6M
Everstar Asset Management, LLC 1.37% Reduce -7.8% 17,606 $2.6M
Perennial Investment Advisors, LLC 0.21% Add +12.4% 17,599 $2.6M
Wealthspire Advisors, LLC 0.02% Reduce -2.0% 17,556 $2.6M
Weatherly Asset Management L. P. 0.21% Reduce -0.1% 17,485 $2.6M
New Wave Wealth Advisors LLC 0.89% Reduce -20.8% 17,442 $2.6M
Avalon Trust Co 0.18% Add +1.8% 17,383 $2.5M
Risk Paradigm Group, LLC 2.17% Reduce -8.7% 17,317 $2.5M
Wealthcare Advisory Partners LLC 0.05% Reduce -2.4% 17,312 $2.5M
Activest Wealth Management 0.44% Add +115.2% 17,262 $2.5M
Howe & Rusling Inc. 0.17% Add +243.2% 17,254 $2.5M
AdvisorShares Investments LLC 0.46% New 17,125 $2.5M
Edgestream Partners, L.P. 0.08% Add +9.9% 16,975 $2.5M
ARS Investment Partners, LLC 0.13% Reduce -16.1% 16,864 $2.5M
GC Wealth Management RIA, LLC 0.10% Add +746.8% 16,809 $2.5M
Rockland Trust Co. 0.10% Add +71.6% 16,746 $2.5M
Nomura Asset Management Co. Ltd. 0.01% Reduce -16.2% 16,595 $2.4M
Aventus Investment Advisors, Inc. 2.06% Reduce -0.2% 16,584 $2.4M
CoreCap Advisors, LLC 0.08% Reduce -20.1% 16,543 $2.4M
Cornerstone National Bank & Trust Co 0.89% Add +132.8% 16,382 $2.4M
Cushing Capital Partners, LLC 1.85% Reduce -3.2% 16,431 $2.4M
Columbus Macro, LLC 0.26% Reduce -0.6% 16,324 $2.4M
Great Valley Advisor Group, Inc. 0.04% Add +10.9% 16,238 $2.4M
Trust Co 0.22% Reduce -3.5% 16,219 $2.4M
Salem Investment Counselors Inc. 0.07% Reduce -0.1% 16,054 $2.4M
Flagship Capital Management Inc. 1.72% Add +1.2% 15,976 $2.3M
RiverGlades Family Offices LLC 1.37% — 15,919 $2.3M
EPG Wealth Management LLC 0.63% Reduce -0.1% 15,818 $2.3M
Gateway Wealth Partners, LLC 0.09% Reduce -39.7% 15,755 $2.3M
Cabana LLC 18.06% No change 15,697 $2.3M
SkyView Investment Advisors, LLC 0.31% New 15,613 $2.3M
Allspring Global Investments Holdings, LLC 0.00% Add +1204.9% 15,411 $2.3M
WealthPLAN Partners, LLC 0.44% Add +1.8% 15,493 $2.3M
AE Wealth Management LLC 0.01% Reduce -17.3% 15,389 $2.3M
Sfmg, LLC 0.15% Reduce -0.2% 15,326 $2.2M
Colony Family Offices, LLC 0.55% No change 15,318 $2.2M
Kanawha Capital Management LLC 0.16% Reduce -0.6% 15,208 $2.2M
Morton Community Bank 0.48% Add +4.6% 15,188 $2.2M
United Asset Strategies, Inc. 0.18% Reduce -18.6% 15,169 $2.2M
Integrity Alliance, Llc. 0.08% Add +12.3% 15,079 $2.2M
Wilson & Boucher Capital Management, LLC 1.46% Reduce -2.6% 15,009 $2.2M
Aspire Capital Advisors LLC 0.50% New 15,007 $2.2M
City Center Advisors, LLC 2.03% Add +4.1% 15,005 $2.2M
Advyzon Investment Management, LLC 0.20% Reduce -13.3% 14,857 $2.2M
Liberty One Investment Management, LLC 0.22% Reduce -53.3% 14,645 $2.1M
Wealthspire Retirement, LLC 0.13% Reduce -1.0% 14,613 $2.1M
Chemistry Wealth Management LLC 0.38% Add +3.2% 14,556 $2.1M
Windsor Capital Management, LLC 0.64% Reduce -4.1% 14,553 $2.1M
J. Team Financial, Inc. 2.39% Add +0.3% 14,549 $2.1M
MV Capital Management, Inc. 0.21% Reduce -4.2% 14,525 $2.1M
Fluent Financial, LLC 0.78% Reduce -2.0% 14,373 $2.1M
Stratos Wealth Advisors, LLC 0.13% Add +0.3% 14,489 $2.1M
Crews Bank & Trust 0.31% Reduce -4.0% 14,441 $2.1M
Berger Financial Group, Inc 0.12% Add +0.7% 14,372 $2.1M
Okabena Investment Services Inc. 0.40% Add +2.4% 14,285 $2.1M
Jackson Hole Capital Partners, LLC 0.34% Add +0.0% 14,175 $2.1M
Focus Partners Advisor Solutions, LLC 0.02% Add +26.1% 14,171 $2.1M
Simplicity Wealth,LLC 0.12% Add +20.8% 14,110 $2.1M
Transcend Capital Advisors, LLC 0.17% Reduce -12.3% 14,022 $2.1M
Verus Capital Partners, LLC 0.14% Add +0.6% 13,992 $2.1M
Capital Investment Counsel, Inc 0.25% Reduce -2.8% 13,917 $2.0M
Sequent Planning LLC 0.49% Add +7.3% 13,901 $2.0M
Strategic Blueprint, LLC 0.12% Add +20.3% 13,855 $2.0M
St. Johns Investment Management Company, LLC 0.85% Reduce -0.7% 13,835 $2.0M
International Assets Investment Management, LLC 0.14% Reduce -16.9% 13,728 $2.0M
Interactive Financial Advisors, Inc. 1.32% Reduce -1.8% 13,717 $2.0M
Jump Financial, LLC 0.03% Reduce -33.1% 13,673 $2.0M
First Bancorp, Inc 1.00% No change 13,660 $2.0M
Cypress Capital Group 0.23% Reduce -1.2% 13,648 $2.0M
UNIVEST FINANCIAL Corp 0.11% Reduce -76.5% 13,619 $2.0M
Brown Advisory Inc. 0.00% Add +0.3% 13,553 $2.0M
SteelPeak Wealth, LLC 0.06% Add +7.5% 13,525 $2.0M
Capula Management Ltd 0.02% Add +22.8% 13,489 $2.0M
PFG Investments, LLC 0.09% Add +4.2% 13,481 $2.0M
Moneco Advisors, LLC 0.15% Reduce -6.3% 13,471 $2.0M
Citizens Financial Group Inc. 0.03% Reduce -2.8% 13,303 $2.0M
Centennial Bank 0.70% Add +20.9% 13,232 $1.9M
Alliancebernstein L.P. 0.00% Add +7.6% 12,528 $1.9M
Red Crane Wealth Management, LLC 1.59% Reduce -3.2% 13,199 $1.9M
Moneta Group Investment Advisors LLC 0.01% Add +34.0% 13,068 $1.9M
OpenArc Corporate Advisory, LLC 0.03% Reduce -2.3% 13,057 $1.9M
Central Bank & Trust Co. 0.30% Reduce -15.9% 12,960 $1.9M
Silver Oak Securities, Incorporated 0.14% Add +9.9% 12,873 $1.9M
Miramontes Capital, LLC 0.65% Add +1.2% 12,820 $1.9M
Bedell Frazier Investment Counselling, LLC 0.38% Reduce -2.5% 12,800 $1.9M
Gallacher Capital Management LLC 0.72% Add +182.4% 12,777 $1.9M
Ieq Capital, LLC 0.01% Reduce -11.6% 12,760 $1.9M
Advisors Management Group Inc. 0.34% Add +2.2% 12,746 $1.9M
Syntax Research, Inc. 1.18% Reduce -6.6% 12,673 $1.9M
Narus Financial Partners, LLC 0.49% Add +1.2% 12,656 $1.9M
Maridea Wealth Management LLC 0.27% Add +7.7% 12,612 $1.8M
Symmetry Partners, LLC 0.11% New 12,581 $1.8M
Vestmark Advisory Solutions, Inc. 0.02% Add +187.9% 12,554 $1.8M
WP Advisors, LLC 0.48% Reduce -0.1% 12,552 $1.8M
Helium Advisors LLC 1.76% Reduce -12.0% 12,534 $1.8M
Providence First Trust Co 0.64% Reduce -23.9% 12,503 $1.8M
Kingstone Capital Partners Texas, LLC 1.13% Add +0.0% 12,483 $1.8M
Sanchez Gaunt Capital Management, LLC 1.14% — 12,466 $1.8M
LMCG Investments, LLC 0.11% Reduce -1.5% 12,458 $1.8M
Realta Investment Advisors 0.63% Add +3.5% 12,449 $1.8M
Hansen & Associates Financial Group, Inc. 0.98% Reduce -24.3% 12,413 $1.8M
CIBC Bancorp USA Inc. 0.00% — 12,390 $1.8M
GM Advisory Group, LLC 0.07% Add +1.7% 12,366 $1.8M
Montecito Bank & Trust 0.30% Reduce -0.4% 12,312 $1.8M
Koshinski Asset Management, Inc. 0.11% Add +1.5% 12,253 $1.8M
Matthew Goff Investment Advisor, LLC 0.30% Add +20.5% 12,223 $1.8M
M3 Advisory Group, LLC 1.10% Add +0.9% 12,162 $1.8M
Trifecta Capital Advisors, LLC 0.27% No change 12,087 $1.8M
Intellectus Partners, LLC 0.36% Add +22.8% 12,002 $1.8M
CVS HEALTH Corp 0.83% New 12,000 $1.8M
Baker Avenue Asset Management, LP 0.04% Reduce -2.3% 11,998 $1.8M
Clarus Wealth Advisors 0.75% Add +3.9% 11,954 $1.8M
Arete Wealth Advisors, LLC 0.13% Reduce -64.3% 11,907 $1.7M
Element Pointe Advisors, LLC 0.33% Reduce -2.4% 11,877 $1.7M
Asset Allocation Strategies LLC 0.31% Reduce -7.7% 11,780 $1.7M
Compass Financial Group, Inc. (Ohio) 1.26% Reduce -10.3% 11,713 $1.7M
Pictet North America Advisors SA 0.17% Reduce -4.7% 11,707 $1.7M
Purus Wealth Management, LLC 0.55% Reduce -7.9% 11,687 $1.7M
Evoke Wealth, LLC 0.03% Add +7.3% 11,668 $1.7M
Redwood Financial Network Corp 1.12% Add +11.3% 11,634 $1.7M
Wilmington Savings Fund Society, FSB 0.04% No change 11,600 $1.7M
Luminist Capital LLC 2.27% Add +5.1% 11,562 $1.7M
Palumbo Wealth Management LLC 0.41% Reduce -4.1% 11,481 $1.7M
Regions Financial Corp. 0.01% Reduce -0.1% 11,366 $1.7M
Per Stirling Capital Management, LLC. 0.18% Add +1.0% 11,239 $1.6M
Fortis Group Advisors, LLC 0.27% Reduce -13.9% 11,275 $1.6M
GFS Advisors, LLC 0.11% New 26,975 $1.6M
V2 Financial group LLC 0.75% Add +0.0% 11,035 $1.6M
Magnolia Capital Management Ltd. 1.09% Add +19.0% 11,030 $1.6M
Uptick Partners, LLC 0.31% Add +7.3% 10,701 $1.6M
Tidemark, LLC 0.40% Reduce -0.8% 10,687 $1.6M
CWA Asset Management Group, LLC 0.05% Reduce -1.8% 10,658 $1.6M
Sand Hill Global Advisors, LLC 0.05% Reduce -12.9% 10,649 $1.6M
Curat Global, LLC 1.53% Add +86.0% 11,096 $1.6M
Principal Securities, Inc. 0.02% Add +0.9% 10,480 $1.5M
Dynamic Wealth Strategies, LLC 0.89% Add +19.6% 10,467 $1.5M
Paragon Capital Management Inc. 1.30% Reduce -0.8% 10,449 $1.5M
AAFMAA Wealth Management & Trust LLC 0.59% Reduce -6.0% 10,397 $1.5M
Point Windward Advisors Inc. 0.76% Reduce -0.1% 10,236 $1.5M
Brighton Jones LLC 0.03% New 10,224 $1.5M
Sig Brokerage, LP 0.42% Add +184.2% 10,178 $1.5M
Caprock Group, LLC 0.04% Reduce -2.3% 10,104 $1.5M
Lavelle Capital LP 0.92% No change 10,088 $1.5M
Plimoth Trust Co. LLC 0.33% Reduce -11.5% 10,059 $1.5M
Macroview Investment Management LLC 1.03% Reduce -1.3% 10,059 $1.5M
SCP Investment, LP 1.62% No change 10,000 $1.5M
Encore Global Management, LP 1.02% — 10,000 $1.5M
American Institute for Advanced Investment Management, LLP 0.95% Reduce -1.5% 9,975 $1.5M
AdvisorNet Financial, Inc 0.08% Reduce -3.9% 9,963 $1.5M
Comprehensive Wealth Management, LLC 0.74% Add +4.3% 9,926 $1.5M
LVM Capital Management Ltd. 0.14% Add +5.9% 9,918 $1.5M
Fulcrum Equity Management 1.41% Reduce -8.1% 9,854 $1.4M
Waldron Private Wealth LLC 0.06% Reduce -6.1% 9,817 $1.4M
Nwam LLC 0.08% Reduce -1.3% 9,746 $1.4M
Thrive Capital Management, LLC 0.31% Add +19.4% 9,704 $1.4M
Doliver Advisors, LP 0.32% Add +13.3% 9,695 $1.4M
Hudock, Inc. 0.21% Add +2.3% 9,604 $1.4M
1834 Investment Advisors Co. 0.18% Add +8.7% 9,590 $1.4M
Moors & Cabot, Inc. 0.06% Add +6.7% 9,525 $1.4M
Ameritas Advisory Services, LLC 0.05% Add +2.9% 9,497 $1.4M
Lanark Financial, Inc. 0.10% Add +7.8% 9,482 $1.4M
OneAscent Financial Services LLC 0.08% Add +291.5% 9,451 $1.4M
Pacific Wealth Strategies Group, Inc. 0.86% Reduce -2.9% 9,384 $1.4M
EverSource Wealth Advisors, LLC 0.04% Reduce -0.3% 9,366 $1.4M
Midwest Financial Group LLC 0.58% Add +1.3% 9,356 $1.4M
Birchbrook, Inc. 0.67% Add +4.8% 9,343 $1.4M
Glenview Trust Co 0.02% Reduce -0.6% 9,314 $1.4M
Roman Butler Fullerton & Co. 0.37% Reduce -33.9% 9,070 $1.4M
Tsfg, LLC 0.21% Reduce -5.7% 9,245 $1.4M
Rwa Wealth Partners, LLC 0.01% Add +2.1% 9,203 $1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.16% Add +6.2% 9,200 $1.3M
Ascentis Independent Advisors 0.10% Add +54.3% 9,159 $1.3M
Adamsbrown Wealth Consultants LLC 0.35% Reduce -4.0% 9,150 $1.3M
Bright Futures Wealth Management, LLC. 0.91% New 9,112 $1.3M
Galvin, Gaustad & Stein, LLC 0.11% New 9,105 $1.3M
Ingalls & Snyder LLC 0.05% Reduce -2.7% 9,094 $1.3M
Global Financial Private Client, LLC 0.44% Add +4.1% 9,074 $1.3M
StoneX Group Inc. 0.07% Reduce -34.7% 9,071 $1.3M
Occidental Asset Management, LLC 0.16% Add +8.1% 9,038 $1.3M
Roberts Wealth Advisors, LLC 0.34% Add +2.5% 9,025 $1.3M
Whittier Trust Co. 0.01% Reduce -7.6% 9,027 $1.3M
Man Group plc 0.00% New 8,953 $1.3M
Soltis Investment Advisors LLC 0.08% Reduce -9.2% 8,911 $1.3M
Abbot Financial Management, Inc. 0.55% Add +0.5% 8,905 $1.3M
Legacy Advisors, LLC 0.15% Reduce -23.9% 8,803 $1.3M
FNY Investment Advisers, LLC 0.57% Add +27.8% 8,799 $1.3M
Bailard, Inc. 0.03% Add +3.4% 8,786 $1.3M
Smith Salley Wealth Management 0.06% Reduce -2.3% 8,744 $1.3M
Crumly & Associates Inc. 0.27% Add +1.6% 8,741 $1.3M
Atticus Wealth Management, LLC 0.35% Reduce -2.2% 8,739 $1.3M
Tempo Wealth, LLC 0.22% Add +12.8% 8,703 $1.3M
Childress Capital Advisors, LLC 0.23% No change 8,649 $1.3M
McAdam, LLC 0.06% Add +14.5% 8,636 $1.3M
Yelin Lapidot Holdings Management Ltd. 0.26% No change 8,540 $1.3M
Pettinga Financial Advisors LLC 0.24% Reduce -27.2% 8,539 $1.3M
Heartwood Wealth Advisors LLC 0.11% Add +8.5% 8,533 $1.3M
Blue Chip Partners, LLC 0.09% Add +4.1% 8,481 $1.2M
Betterment LLC 0.00% Add +6.5% 8,475 $1.2M
Geneos Wealth Management Inc. 0.03% Reduce -4.6% 8,465 $1.2M
Financial & Tax Architects, LLC 0.28% Reduce -0.8% 8,431 $1.2M
4WEALTH Advisors, Inc. 1.05% Add +8.8% 8,570 $1.2M
B. Riley Wealth Advisors, Inc. 0.08% Reduce -48.6% 8,532 $1.2M
Bramshill Investments, LLC 0.11% Reduce -52.3% 8,342 $1.2M
Fell Capital Management 1.17% No change 8,335 $1.2M
Vise Technologies, Inc. 0.02% No change 7,870 $1.2M
RMR Wealth Builders 0.10% Reduce -10.5% 8,256 $1.2M
Advisor Resource Council 0.48% Reduce -17.3% 8,250 $1.2M
Richard W. Paul & Associates, LLC 0.41% Reduce -1.1% 8,243 $1.2M
Ally Invest Advisors Inc. 0.08% Reduce -0.4% 8,231 $1.2M
Diligent Investors, LLC 0.30% Reduce -0.6% 8,198 $1.2M
Birinyi Associates Inc. 0.33% Add +0.0% 8,164 $1.2M
Intrepid Financial Planning Group LLC 0.48% No change 8,149 $1.2M
Savant Capital, LLC 0.01% Add +42.9% 8,128 $1.2M
Acorn Financial Advisory Services Inc. 0.16% Add +7.9% 8,118 $1.2M
Everest Financial Group LLC 0.20% Add +109.2% 8,110 $1.2M
Larson Financial Group LLC 0.04% Reduce -78.6% 8,082 $1.2M
Objective Capital Management, LLC 1.20% Add +0.1% 8,077 $1.2M
Retirement Planning Group, LLC 0.04% Reduce -1.3% 7,977 $1.2M
Diversify Wealth Management, LLC 0.02% Add +274.0% 8,183 $1.2M
Ashton Thomas Securities, LLC 0.15% Reduce -13.3% 7,895 $1.2M
Murphy & Mullick Capital Management Corp 0.86% Add +35.6% 7,888 $1.2M
Main Street Financial Solutions, LLC 0.08% Add +15.4% 7,852 $1.2M
Rehmann Capital Advisory Group 0.06% Add +39.3% 7,850 $1.2M
World Equity Group, Inc. 0.30% Add +69.1% 7,849 $1.2M
Smith, Moore & Co. 0.08% Add +4.1% 7,834 $1.1M
Certified Advisory Corp 0.10% Reduce -9.5% 7,804 $1.1M
WMS Group LLC 1.66% No change 7,800 $1.1M
United Bank 0.38% Reduce -39.0% 7,792 $1.1M
Ipsen Advisor Group LLC 0.80% Add +0.4% 7,789 $1.1M
Mezzasalma Advisors, LLC 0.29% Reduce -1.4% 7,785 $1.1M
SMI Advisory Services, LLC 0.19% Add +290.4% 7,737 $1.1M
Pacific Sun Financial Corp 0.55% Add +11.0% 7,703 $1.1M
Modus Advisors, LLC 0.31% Reduce -59.7% 7,691 $1.1M
Byrne Financial Freedom, LLC 0.54% Reduce -1.6% 7,644 $1.1M
O'ROURKE & COMPANY, Inc 0.44% Reduce -78.2% 1,605 $1.1M
NBT Bank, N.A. 0.07% Add +4.4% 7,602 $1.1M
Bouchey Financial Group, Ltd. 0.08% Reduce -2.3% 7,452 $1.1M
Gratus Wealth Advisors, LLC 0.16% Reduce -91.2% 7,585 $1.1M
Sage Capital Management, LLC 0.52% Add +0.2% 7,547 $1.1M
Jacobs Equity LLC 0.99% Reduce -5.2% 7,608 $1.1M
Clear Creek Financial Management, LLC 0.08% Add +0.6% 7,542 $1.1M
Picton Mahoney Asset Management 0.01% Add +41.5% 7,500 $1.1M
Founders Grove Wealth Partners, LLC 0.25% Reduce -9.7% 7,498 $1.1M
Journey Strategic Wealth LLC 0.03% Reduce -9.8% 7,481 $1.1M
S&A Financial Services, Inc. 0.75% — 7,463 $1.1M
Flywheel Private Wealth LLC 0.62% No change 7,462 $1.1M
Cladis Investment Advisory, LLC 0.60% Add +1.6% 7,460 $1.1M
Cullen Capital Management, LLC 0.01% Reduce -92.2% 7,380 $1.1M
Stonebridge Financial Planning Group, LLC 0.40% Reduce -11.3% 7,380 $1.1M
Dodds Wealth, LLC 0.26% Reduce -0.4% 7,351 $1.1M
Avior Wealth Management, LLC 0.03% Reduce -3.7% 7,312 $1.1M
Modern Wealth Management, LLC 0.02% Reduce -38.5% 7,201 $1.1M
Smartleaf Asset Management LLC 0.04% Add +508.1% 7,395 $1.1M
Milestone Asset Management Group, LLC 0.62% Reduce -0.7% 7,237 $1.1M
Platform Technology Partners 0.20% Add +41.1% 7,222 $1.1M
Sherman Asset Management, Inc. 0.97% Add +5.6% 7,210 $1.1M
Wealthgarden F.S. LLC 0.72% Reduce -0.3% 7,206 $1.1M
Rothschild Wealth LLC 0.09% New 7,151 $1.0M
January Capital Advisors LLC 1.41% — 7,146 $1.0M
Sandler Capital Management 0.71% Add +72.6% 7,134 $1.0M
Proffitt & Goodson Inc. 0.16% Add +0.7% 7,134 $1.0M
Composition Wealth, LLC 0.01% Reduce -7.5% 7,127 $1.0M
Aberdeen Wealth Management LLC 0.48% No change 7,121 $1.0M
Strategic Financial Concepts, LLC 0.26% Add +147.6% 7,109 $1.0M
Vontobel Holding Ltd. 0.00% Add +40.2% 7,110 $1.0M
Logan Stone Capital, LLC 0.29% New 7,106 $1.0M
University of Texas/Texas Am Investment Management Co. 0.15% Add +7.3% 7,092 $1.0M
OneDigital Investment Advisors LLC 0.01% Add +0.1% 7,075 $1.0M
First National Bank of Omaha 0.03% Reduce -1.1% 7,100 $1.0M
Connective Portfolio Management, LLC 2.78% Reduce -46.1% 7,000 $1.0M
Guardian Partners Inc. 0.09% Reduce -46.1% 7,000 $1.0M
Delta Capital Management LLC 0.57% No change 7,000 $1.0M
Aptus Capital Advisors, LLC 0.01% Reduce -6.0% 6,983 $1.0M
Parallel Advisors, LLC 0.02% Add +39.8% 6,937 $1.0M
OMNI 360 Wealth, Inc. 0.52% Add +3.9% 6,905 $1.0M
Essex Financial Services, Inc. 0.06% Reduce -4.6% 6,870 $1.0M
Opinicus Capital, Inc. 0.71% Add +13.5% 6,862 $1.0M
Ranch Capital Advisors Inc. 0.37% Add +26.4% 6,858 $1.0M
Beaumont Financial Advisors, LLC 0.07% Reduce -5.1% 6,839 $1.0M
Flagstar Securities, Inc. 0.36% Add +0.0% 6,833 $1.0M
Marco Investment Management LLC 0.08% No change 6,816 $999K
Voya Financial Advisors, Inc. 0.10% Add +3.2% 6,974 $999K
Compound Planning, Inc. 0.03% Reduce -49.4% 6,785 $995K
Integral Investment Advisors, Inc. 0.25% Add +0.1% 6,773 $993K
Keystone Financial Group 0.07% Add +0.2% 6,774 $992K
MKT Advisors LLC 0.33% Add +0.3% 6,768 $992K
Mma Asset Management LLC 0.35% Add +0.5% 6,764 $992K
Interchange Capital Partners, LLC 0.31% Add +17.9% 6,772 $989K
GenTrust, LLC 0.04% Add +16.3% 6,728 $986K
Ledyard National Bank 0.09% Reduce -1.1% 6,704 $983K
Phillips Wealth Planners LLC 0.74% Reduce -3.3% 6,865 $982K
Lee Johnson Capital Management, LLC 0.35% New 6,671 $978K
Camelot Technology Advisors, Inc. 0.72% Add +2.4% 6,650 $975K
Cypress Capital Management LLC (WY) 0.92% No change 6,627 $972K
Golden State Wealth Management, LLC 0.11% Reduce -5.1% 6,595 $967K
Horizon Family Wealth, Inc. 0.51% Add +0.4% 6,576 $964K
KFA Private Wealth Group, LLC 0.23% Add +0.3% 6,572 $964K
Cowa, LLC 0.28% Add +21.2% 6,561 $962K
Cove Private Wealth, LLC 0.22% Add +85.7% 6,554 $961K
LPWM LLC 0.24% Add +6.1% 6,539 $959K
Asset One Wealth Management LLC 0.11% Reduce -0.0% 6,566 $958K
Lodestar Private Asset Management LLC 0.09% Reduce -6.1% 6,494 $952K
Duncker Streett & Co. Inc. 0.18% Add +53.1% 6,442 $944K
Novem Group 0.11% Reduce -4.3% 6,414 $940K
Legacy Financial Strategies, LLC 0.17% Reduce -7.8% 6,396 $938K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -82.5% 6,377 $935K
Quadrant Private Wealth Management, LLC 0.14% Reduce -0.3% 6,375 $935K
SouthState Bank Corp 0.04% Add +16.5% 6,364 $933K
Wall Street Financial Group, Inc. 0.55% Add +44.6% 6,363 $933K
Personal Cfo Solutions, LLC 0.13% Add +1.0% 6,326 $927K
McHugh Group, LLC 0.55% No change 6,322 $927K
Jaffetilchin Investment Partners, LLC 0.05% Add +4.5% 6,280 $921K
E&G Advisors, LLC 0.20% Add +2.5% 6,275 $920K
Legacy Private Trust Co. 0.06% Add +9.5% 6,240 $915K
Gsa Capital Partners LLP 0.06% Add +57.8% 6,224 $913K
HBK Sorce Advisory LLC 0.02% Add +38.5% 6,362 $913K
Providence Capital Advisors, LLC 0.15% Add +4.4% 6,209 $910K
Moody LYNN Lieberson & Walker, LLC 0.05% No change 6,201 $909K
Ethos Financial Group, LLC 0.07% Add +4.5% 6,164 $904K
Mission Creek Capital Partners, Inc. 0.18% No change 6,163 $904K
Visionary Wealth Advisors 0.04% Add +9.1% 6,096 $894K
Montis Financial, LLC 0.18% Reduce -3.6% 6,089 $893K
Venture Visionary Partners LLC 0.03% Reduce -9.5% 6,086 $892K
Cornerstone Wealth Management, LLC 0.04% Reduce -15.7% 6,077 $891K
Richardson Financial Services Inc. 0.55% Add +2087.7% 6,038 $885K
Saiph Capital, LLC 0.33% Add +9.8% 6,037 $885K
SCS Capital Management LLC 0.01% Reduce -7.1% 6,021 $883K
III Capital Management 0.36% New 6,000 $880K
Chicago Partners Investment Group LLC 0.02% Add +2.9% 5,950 $871K
Wesbanco Bank Inc. 0.02% Add +2.6% 5,937 $870K
Whalerock Point Partners, LLC 0.17% No change 5,933 $870K
Bokf, NA 0.01% Reduce -0.8% 5,918 $868K
Equitable Trust Co. 0.04% Reduce -5.1% 5,909 $866K
Pines Wealth Management, LLC 0.28% Add +22.4% 5,892 $864K
Tradition Wealth Management, LLC 0.06% Reduce -6.1% 5,872 $861K
Affiance Financial, LLC 0.14% No change 5,862 $859K
Private Trust Co. NA 0.08% Reduce -20.5% 5,860 $859K
Arrow Financial Corp 0.09% No change 5,852 $858K
Pettyjohn, Wood & White, Inc. 0.14% Add +4.0% 5,839 $856K
Talisman Wealth Advisors LLC 0.69% Add +0.6% 5,833 $855K
Florida Financial Advisors, LLC 0.20% Reduce -1.7% 5,815 $853K
Laurel Wealth Advisors LLC 0.08% No change 5,939 $852K
First National Trust Co 0.03% Reduce -18.5% 5,812 $852K
First Citizens Financial Corp 0.40% Reduce -3.5% 5,806 $851K
Narwhal Capital Management 0.06% Reduce -1.3% 5,805 $851K
Forum Financial Management, LP 0.01% Add +76.1% 5,800 $850K
Sunbelt Securities, Inc. 0.05% Reduce -1.7% 5,792 $849K
Shum Financial Group, Inc. 0.60% Reduce -0.3% 5,768 $846K
Cassaday & Co Wealth Management LLC 0.02% Add +0.3% 5,740 $842K
SeaBridge Investment Advisors LLC 0.14% Reduce -0.7% 5,731 $840K
New York Life Investment Management LLC 0.01% New 5,716 $838K
Oakmont Advisory Group, LLC 0.85% New 5,700 $836K
LBMC Investment Advisors, LLC 0.05% No change 5,687 $834K
Chicago Wealth Management, Inc. 0.33% Add +16.2% 5,686 $834K
Nixon Peabody Trust Co. 0.07% Add +21.7% 5,680 $833K
Altura Wealth Advisors Inc. 0.36% Add +1.8% 5,680 $833K
Exencial Wealth Advisors, LLC 0.03% Reduce -2.0% 5,656 $829K
Empower Advisory Group, LLC 0.00% Add +0.6% 5,636 $826K
M.E. Allison & Co., Inc. 0.55% Add +0.0% 5,628 $825K
Sage Investment Advisers LLC 0.61% Add +3.7% 5,582 $825K
Kelly Financial Group LLC 0.21% Add +0.8% 5,591 $820K
Navis Wealth Advisors, LLC 0.42% Add +0.4% 5,584 $819K
Rise Advisors, LLC 0.29% Add +0.1% 5,540 $818K
Hollencrest Capital Management 0.03% Reduce -3.5% 5,575 $817K
XY Planning Network, Inc. 0.13% Add +3.6% 5,529 $817K
Chatham Capital Group, Inc. 0.12% No change 5,535 $811K
Waterloo Capital, L.P. 0.06% Add +38.7% 5,519 $809K
Agate Pass Investment Management, LLC 0.32% No change 5,495 $806K
Ellis Investment Partners, LLC 0.14% Add +0.1% 5,491 $805K
Invst, LLC 0.09% Reduce -28.1% 5,473 $802K
Vident Advisory, LLC 0.01% Reduce -83.5% 5,433 $797K
Kagan Cocozza Asset Management 0.56% Add +3.5% 5,421 $795K
JTC Employer Solutions Trustee Ltd 0.07% No change 5,400 $792K
Financial Engines Advisors L.L.C. 0.00% Reduce -2.8% 5,373 $788K
Coordinated Financial Services, Inc. 0.46% Reduce -1.4% 5,343 $783K
WASHINGTON TRUST Co 0.03% Reduce -4.0% 5,329 $781K
Roble, Belko & Company, Inc 0.10% No change 5,324 $781K
Financial Partners Group, Inc 0.09% Add +0.2% 5,309 $778K
Vilga Financial Planning LLC 0.69% Add +6.1% 5,286 $775K
First Manhattan Co. Llc. 0.00% Add +2.2% 5,277 $774K
Aspen Investment Management Inc 0.24% Add +79.9% 5,269 $772K
Kingswood Wealth Advisors, LLC 0.04% Reduce -5.9% 5,256 $771K
Titleist Asset Management, LLC 0.06% Add +1.2% 5,238 $768K
Acima Private Wealth, LLC 0.24% No change 5,228 $766K
Fearless Solutions, LLC dba Best Invest 0.46% Add +142.9% 5,224 $766K
GR Financial Group, LLC 0.25% New 5,202 $763K
GAMCO Investors 0.01% No change 5,200 $762K
Condor Capital Management 0.06% Reduce -8.4% 5,172 $758K
Debussy Capital Management LP 0.10% Add +6.8% 5,161 $757K
Osbon Capital Management LLC 0.61% Add +11.8% 5,135 $753K
Cassady Wealth & Retirement Planning, LLC 0.39% Reduce -0.9% 5,142 $751K
Mark Sheptoff Financial Planning, LLC 0.40% Add +13.8% 5,144 $747K
Carret Asset Management, LLC 0.07% Add +9.2% 5,077 $744K
First Citizens Bank & Trust Co. 0.02% Reduce -3.1% 5,075 $744K
HUB Investment Partners, LLC 0.02% Add +197.1% 5,063 $742K
Ssa Swiss Advisors AG 0.34% Add +66.0% 5,060 $742K
National Philanthropic Trust 0.01% Reduce -33.0% 5,048 $740K
Advocate Investing Services LLC 0.63% No change 5,040 $739K
DT Investment Partners, LLC 0.06% Reduce -4.0% 5,039 $739K
Stonebrook Private Inc. 0.16% Reduce -0.6% 5,032 $738K
Northbridge Financial Group, LLC 0.32% Add +0.9% 4,962 $734K
Broyhill Asset Management, LLC 0.72% No change 5,000 $733K
Hillcrest Wealth Advisors - NY, LLC 0.30% No change 5,000 $733K
LMR Partners LLP 0.01% No change 5,000 $733K
Tidal Investments LLC 0.00% New 5,000 $733K
Insight Wealth Partners, LLC 0.30% Reduce -0.7% 4,996 $732K
Acorns Advisers, LLC 0.01% Add +13.4% 4,975 $729K
Kiley Juergens Wealth Management, LLC 0.13% New 4,951 $726K
Investor's Fiduciary Advisor Network, LLC 0.22% Reduce -0.2% 4,910 $719K
Dearborn Partners LLC 0.04% Add +11.9% 4,883 $716K
Clearstead Advisors, LLC 0.01% Add +49.2% 4,878 $715K
Milestone Asset Management, LLC 0.13% Reduce -25.6% 4,872 $714K
Lynx Investment Advisory 0.34% Reduce -10.0% 4,861 $713K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% New 4,823 $707K
Flputnam Investment Management Co. 0.01% Reduce -3.5% 4,819 $706K
Contravisory Investment Management, Inc. 0.14% Add +32.1% 4,811 $705K
Balboa Wealth Partners 0.12% Add +2.9% 4,807 $705K
Ring Mountain Capital, LLC 0.39% Reduce -4.3% 4,804 $704K
Spartan Wealth Advisory Services LLC 0.06% — 4,799 $704K
Archford Capital Strategies, LLC 0.08% Reduce -77.2% 4,766 $699K
Lake Street Private Wealth, LLC 0.09% Add +4.6% 4,758 $698K
17 Capital Partners, LLC 0.36% Reduce -41.3% 4,744 $696K
APS Management Group, Inc. 0.60% Reduce -3.0% 4,744 $695K
Bayban 0.60% Reduce -2.0% 4,742 $695K
Stableford Capital II LLC 0.26% Add +169.1% 4,742 $695K
RDA Financial Network 0.17% Reduce -3.3% 4,741 $695K
Arrowroot Family Office, LLC 0.23% Reduce -1.1% 4,739 $695K
First National Bank of Hutchinson 0.44% Reduce -42.4% 4,735 $694K
Biltmore Family Office, LLC 0.10% Reduce -6.7% 4,708 $690K
Patten Group, Inc. 0.12% Add +1.8% 4,700 $689K
Fourpath Capital Management, LLC 0.10% Add +18.9% 4,684 $687K
Independence Bank of Kentucky 0.09% Add +74.4% 4,680 $686K
Cavalier Investments, LLC 0.18% New 4,673 $685K
Pilgrim Partners Asia Pte Ltd 0.29% No change 4,670 $685K
Mission Wealth Management, LP 0.01% Reduce -12.7% 4,653 $682K
Spirepoint Private Client, LLC 0.06% Add +0.6% 4,644 $681K
Alta Wealth Advisors LLC 0.22% Reduce -1.5% 4,643 $681K
Beacon Bridge Wealth Partners, LLC 0.23% New 4,631 $679K
Elmwood Wealth Management, Inc. 0.19% Add +19.3% 4,629 $679K
Quest Investment Management LLC 0.08% New 4,612 $676K
Pacific Center for Financial Services 0.17% Reduce -15.6% 4,609 $676K
Tyche Wealth Partners LLC 0.10% Reduce -13.1% 4,594 $673K
WealthBridge Capital Management, LLC 0.15% Reduce -18.0% 4,560 $669K
Sagespring Wealth Partners, LLC 0.01% Reduce -5.4% 4,545 $666K
Fiduciary Trust Co 0.01% Add +46.3% 4,543 $666K
Greenwich Wealth Management LLC 0.03% Reduce -0.8% 4,538 $665K
Elevation Advisory Partners LLC 0.62% — 4,273 $664K
Ritholtz Wealth Management 0.01% Add +21.4% 4,527 $664K
Pitcairn Wealth Advisors LLC 0.06% No change 4,273 $661K
Nicolet Bankshares Inc. 0.02% New 4,505 $660K
Sequent Asset Management, LLC 0.32% Reduce -4.2% 4,492 $659K
Rossby Financial, LCC 0.14% Add +524.1% 4,419 $653K
Shelton Capital Management 0.01% New 4,452 $653K
Franklin Resources Inc. 0.00% Reduce -84.9% 4,452 $653K
Aries Wealth Management 0.14% No change 4,444 $652K
Founders Financial Alliance, LLC 0.12% Reduce -1.8% 4,430 $650K
Fidelis Capital Partners, LLC 0.05% Reduce -9.0% 4,428 $649K
WESPAC Advisors, LLC 0.36% Reduce -59.9% 4,427 $649K
Caldwell Trust Co 0.06% Reduce -1.7% 4,426 $649K
Gilliland Jeter Wealth Management LLC 0.19% Add +0.0% 4,425 $649K
TrustBank 0.25% Reduce -3.5% 4,400 $645K
Glen Eagle Advisors, LLC 0.09% Add +2.9% 4,386 $643K
Burford Brothers, Inc. 0.26% Reduce -0.4% 4,382 $642K
Ascent Group, LLC 0.02% Add +4.2% 4,369 $641K
Hills Bank & Trust Co 0.03% New 4,350 $638K
Y.D. More Investments Ltd 0.02% Reduce -2.2% 4,366 $637K
Meridian Wealth Advisors, LLC 0.08% Reduce -5.3% 4,325 $634K
Institute for Wealth Management, LLC. 0.07% Reduce -11.8% 4,319 $633K
Endeavor Private Wealth, Inc. 0.18% Reduce -6.5% 4,317 $633K
Elm Partners Management LLC 0.03% New 4,389 $631K
Access Financial Services, Inc. 0.22% Reduce -11.4% 4,301 $631K
Elk River Wealth Management LLC 0.10% Reduce -65.1% 4,259 $624K
Sun Group Wealth Partners 0.49% Reduce -4.0% 4,248 $623K
Global View Capital Management LLC 0.17% Reduce -17.5% 4,245 $622K
FLC Capital Advisors 0.11% Reduce -2.4% 4,243 $622K
Strait & Sound Wealth Management LLC 0.24% Add +14.2% 4,211 $617K
Bullock Wealth Management Group 0.31% Reduce -2.7% 4,172 $616K
Accredited Investor Services, LLC 0.40% Add +10.8% 4,199 $616K
San Luis Wealth Advisors LLC 0.10% Add +0.8% 4,176 $612K
Argent Trust Co 0.02% Reduce -14.1% 4,171 $612K
Silverlake Wealth Management LLC 0.13% Reduce -19.6% 4,165 $611K
Tenzing Financial LLC 0.46% New 4,127 $611K
Strategic Advisors LLC 0.10% Reduce -2.8% 4,159 $610K
F/m Investments LLC 0.04% Add +8.9% 4,151 $609K
Lazard Asset Management LLC 0.00% No change 4,150 $608K
Smith Asset Management Co., LLC 0.52% Add +4.3% 4,137 $607K
Flow Traders U.S. LLC 0.02% Reduce -86.7% 4,121 $604K
SFG Wealth Management, LLC. 0.25% Reduce -22.2% 4,119 $604K
Stone Wealth Partners 0.54% Add +201.3% 4,113 $603K
Bradley Foster & Sargent Inc. 0.01% Add +7.5% 4,110 $603K
Core Wealth Partners LLC 0.28% Add +71.1% 4,105 $602K
Collaborative Wealth Managment Inc. 0.28% Add +0.1% 4,094 $600K
Brindle & Bay Financial Advisors, LLC 0.36% Add +50.6% 4,020 $589K
Noesis Capital Mangement Corp. 0.09% Reduce -0.7% 3,997 $586K
MassMutual Private Wealth & Trust, FSB 0.02% Add +49.2% 3,996 $586K
Paragon Private Wealth Management, LLC 0.18% Add +17.3% 3,986 $584K
Karnit Road Accident Victims Compensation Fund 0.34% No change 3,962 $581K
FLP Wealth Management, LLC 1.20% New 3,961 $581K
Calamos Wealth Management LLC 0.02% No change 3,961 $581K
Calamos Advisors LLC 0.00% New 3,961 $581K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 3,936 $580K
Investment Partners Asset Management, Inc. 0.36% No change 3,944 $578K
Allen Investment Management, LLC 0.01% No change 3,943 $578K
Wealth Advisory Solutions, LLC 0.13% Add +1.6% 3,939 $578K
Vertex Planning Partners, LLC 0.11% Add +29.6% 3,927 $576K
Napier Financial, LLC 0.13% New 3,919 $575K
QRG Capital Management, Inc. 0.01% Add +136.6% 3,918 $574K
GWN Securities Inc. 0.11% Add +5.1% 3,904 $573K
CDM Financial Counseling Services, Inc. 0.55% Reduce -11.4% 3,892 $571K
Elevatus Welath Management 0.30% Add +0.4% 3,874 $568K
Key Client Fiduciary Advisors, LLC 0.20% Add +0.2% 3,870 $567K
RPG Investment Advisory, LLC 0.07% Reduce -2.4% 3,852 $565K
German American Bancorp, Inc. 0.05% Reduce -9.7% 3,845 $564K
Verdence Capital Advisors LLC 0.03% Reduce -15.6% 3,838 $563K
Investment Advisory Services Inc. /TX 0.18% Reduce -0.9% 3,833 $562K
Clay Northam Wealth Management, LLC 0.32% Reduce -0.6% 3,831 $562K
NWF Advisory Services Inc. 0.06% Add +0.2% 3,806 $558K
Allen Capital Group, LLC 0.05% Add +1.6% 3,805 $558K
Sankala Group LLC 0.46% Reduce -2.4% 3,853 $558K
Creative Financial Designs Inc. 0.03% Reduce -82.6% 3,800 $557K
MCF Advisors LLC 0.02% Reduce -6.2% 3,799 $557K
LYNX Capital Group Ltd. 0.26% Add +10.6% 3,791 $556K
Advisor OS, LLC 0.04% New 3,791 $556K
Stock Yards Bank & Trust Co. 0.02% Add +13.3% 3,788 $555K
Crewe Advisors LLC 0.05% Reduce -0.6% 3,785 $555K
Cascades Capital Asset Management, LLC 0.24% No change 3,785 $555K
Stirlingshire Investments, Inc. 0.49% Add +1.5% 3,782 $555K
Penobscot Wealth Management 0.16% Add +3.1% 3,764 $552K
Lynch & Associates 0.10% No change 3,744 $549K
Beaton Management Co. Inc. 0.24% No change 3,729 $547K
Meridian Financial Advisors, LLC 0.30% Reduce -5.4% 3,720 $545K
RTD Financial Advisors, Inc. 0.07% Add +4.3% 3,706 $543K
TruWealth Advisors, LLC 0.03% Reduce -2.6% 3,701 $543K
Sovran Advisors, LLC 0.04% Reduce -1.5% 3,699 $540K
Advisors Capital Management, LLC 0.01% Add +19.7% 3,673 $538K
Burke & Herbert Bank & Trust Co. 0.15% Add +4.8% 3,672 $538K
tru Independence LLC 0.27% Reduce -11.2% 3,660 $537K
Balefire, LLC 0.10% Add +83.0% 3,657 $536K
Granite Bay Wealth Management, LLC 0.11% Reduce -0.2% 3,652 $535K
Cannell & Spears LLC 0.01% Add +19.3% 3,633 $533K
Fortis Advisors, LLC 0.27% Reduce -14.8% 3,621 $531K
Trust Point Inc. 0.05% Reduce -1.9% 3,620 $531K
KPP Advisory Services LLC 0.08% Add +1.6% 3,615 $530K
VCI Wealth Management LLC 0.15% Add +2.2% 3,605 $529K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -8.2% 3,603 $528K
Grant Street Asset Management, Inc. 0.10% Reduce -2.5% 3,584 $525K
Clearview Wealth Management LLC 0.37% — 3,583 $525K
UMB Bank, n.a. 0.01% Reduce -0.9% 3,581 $525K
Farmers Trust Co. 0.08% No change 3,568 $523K
Wood Tarver Financial Group, LLC 0.14% Reduce -1.7% 3,571 $523K
Bricktown Capital, LLC 0.10% No change 3,558 $522K
WJ Financial Advisors LLC 0.42% Reduce -0.6% 3,532 $518K
Slow Capital, Inc. 0.07% No change 3,529 $517K
Avidian Wealth Enterprises, LLC 0.02% Reduce -5.7% 3,524 $517K
Bragg Financial Advisors, Inc 0.02% Add +0.1% 3,517 $516K
Dimension Capital Management LLC 0.07% Add +47.0% 3,508 $514K
Pursue Wealth Partners LLC 0.31% No change 3,500 $513K
Forefront Wealth Partners, LLC 0.21% Reduce -21.4% 3,476 $510K
Eley Financial Management, Inc 0.18% No change 3,476 $510K
Cpwa, LLC 0.60% — 3,532 $505K
Harbor Investment Advisory, LLC 0.04% Reduce -41.5% 3,443 $505K
United Advisor Group, LLC 0.06% Add +4.4% 3,434 $503K
North Star Investment Management Corp. 0.03% Add +20.5% 3,408 $500K
Private Capital Management, LLC 0.05% Reduce -2.0% 3,391 $497K
Essex Bank 0.11% Reduce -4.5% 3,387 $497K
Pure Financial Advisors, LLC 0.01% Reduce -1.3% 3,386 $496K
Ballast Rock Private Wealth LLC 0.27% Reduce -0.8% 3,377 $495K
Regent Peak Wealth Advisors LLC 0.10% Reduce -12.2% 3,377 $495K
Clare Market Investments LLC 0.10% — 3,366 $494K
Blake Schutter Theil Wealth Advisors, LLC 0.40% Add +5.0% 3,363 $493K
Banque Cantonale Vaudoise 0.02% Add +3.6% 3,359 $493K
Directional Asset Management 0.45% Add +7.4% 3,356 $492K
SeaCrest Wealth Management, LLC 0.05% Reduce -4.1% 3,354 $492K
Signet Financial Management, LLC 0.05% Reduce -11.4% 3,332 $489K
CX Institutional 0.01% Reduce -0.3% 3,311 $485K
SOA Wealth Advisors, LLC. 0.09% Reduce -0.1% 81,594 $485K
Milestone Investment Advisors LLC 0.12% Add +228.9% 3,305 $485K
Intrepid Capital Management Inc. 0.23% Add +0.2% 3,298 $484K
Sound Income Strategies, LLC 0.02% Reduce -6.6% 3,262 $482K
JBR Co Financial Management Inc 0.20% No change 3,105 $481K
Costello Asset Management, INC 0.17% Reduce -0.3% 3,278 $481K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -15.5% 3,274 $480K
Acorn Wealth Advisors, LLC 0.14% Reduce -18.3% 3,263 $478K
Investors Asset Management of Georgia Inc. /Ga/ 0.20% No change 3,255 $477K
Alpha Wealth Funds, LLC 0.34% Reduce -4.9% 3,251 $477K
Novare Capital Management LLC 0.04% Reduce -33.3% 3,248 $476K
Chilton Capital Management LLC 0.02% Reduce -1.3% 3,226 $473K
Kaydan Wealth Management, Inc. 0.16% Add +7.1% 3,222 $472K
Cape Investment Advisory, Inc. 0.16% Add +3.7% 3,216 $471K
AA Financial Advisors, LLC 0.07% Add +0.3% 3,202 $469K
Adirondack Trust Co. 0.16% Reduce -10.0% 3,177 $466K
Capital Analysts, LLC 0.01% Add +21.6% 3,142 $461K
WT Wealth Management 0.14% Reduce -88.9% 3,135 $460K
Perryman Financial Advisory Inc. 0.07% Reduce -1.2% 3,130 $459K
Fairview Capital Investment Management, LLC 0.02% New 3,124 $458K
Sapient Capital LLC 0.01% Reduce -15.5% 3,108 $456K
SkyOak Wealth, LLC 0.08% No change 3,107 $455K
Hamilton Capital Partners, LLC 0.14% Reduce -51.5% 3,101 $455K
Legacy Capital Group California, Inc. 0.17% Add +2.9% 3,097 $454K
Millstone Evans Group, LLC 0.27% No change 3,094 $454K
Investment Planning Advisors, Inc. 0.12% Add +16.4% 3,093 $453K
Strategic Investment Advisors / MI 0.03% New 3,087 $453K
Wedmont Private Capital 0.01% Reduce -23.1% 3,019 $452K
Goelzer Investment Management, Inc. 0.02% Reduce -5.6% 3,078 $451K
Evolve Private Wealth, LLC 0.02% New 3,075 $451K
IFC Advisors LLC 0.06% Add +0.0% 3,061 $449K
WESCAP Management Group, Inc. 0.09% Reduce -9.0% 3,057 $448K
Modera Wealth Management, LLC 0.01% Add +1.0% 3,027 $444K
Arax Advisory Partners 0.01% Reduce -53.2% 3,014 $441K
Prelude Capital Management, LLC 0.03% Add +16.4% 3,010 $441K
HORAN Wealth, LLC 0.04% No change 2,880 $441K
Bison Wealth, LLC 0.04% Add +20.1% 2,999 $440K
Fulcrum Capital LLC 0.10% Reduce -3.0% 3,000 $440K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -21.1% 3,000 $440K
Members Wealth LLC 0.26% Add +8.1% 3,001 $439K
Hazlett, Burt & Watson, Inc. 0.14% Add +0.1% 2,985 $439K
Mesirow Financial Investment Management, Inc. 0.01% Add +26.9% 2,991 $438K
Compagnie Lombard Odier SCmA 0.01% No change 2,980 $437K
Whitener Capital Management, Inc. 0.10% Reduce -3.1% 2,970 $435K
Quadrature Capital Ltd 0.01% New 2,960 $434K
Summit Wealth Partners, LLC 0.07% New 2,950 $433K
Monetary Management Group Inc. 0.10% No change 2,950 $432K
Carr Financial Group Corp 0.11% Add +9.5% 2,950 $432K
Chapin Davis, Inc. 0.10% Add +7.7% 2,914 $427K
Vicus Capital 0.03% Reduce -5.1% 2,905 $426K
Clear Street Group Inc. 0.00% Reduce -59.2% 2,902 $425K
Gateway Investment Advisers LLC 0.00% No change 2,900 $425K
Keel Point, LLC 0.03% Reduce -40.8% 2,886 $423K
Portfolio Resources Advisor Group, Inc. 0.42% Add +0.5% 2,883 $423K
Avestar Capital, LLC 0.03% Reduce -0.6% 2,876 $422K
Washington Growth Strategies LLC 0.27% No change 2,863 $420K
Schmidt P J Investment Management Inc. 0.07% Reduce -12.8% 2,862 $420K
Insight Advisors, LLC/ PA 0.08% Add +0.2% 2,858 $419K
SBI Securities Co., Ltd. 0.01% Reduce -17.7% 2,854 $418K
Fiduciary Alliance LLC 0.03% Add +26.8% 2,822 $417K
Z3 Capital Partners, LLC 0.11% Reduce -12.0% 2,834 $416K
Medallion Wealth Advisors, LLC 0.14% Reduce -55.1% 2,829 $415K
Tower Research Capital LLC (TRC) 0.01% Reduce -87.6% 2,820 $413K
DDD Partners, LLC 0.03% Reduce -9.6% 2,816 $413K
Curi Capital, LLC 0.01% Reduce -2.2% 2,810 $412K
Hardy Reed LLC 0.03% No change 2,808 $412K
Geometric Wealth Advisors 0.05% No change 2,802 $411K
Pasadena Private Wealth, LLC 0.06% No change 2,799 $410K
Saxon Interests, Inc. 0.14% Add +0.0% 2,796 $410K
Y-Intercept (Hong Kong) Ltd 0.01% New 2,792 $409K
CVA Family Office, LLC 0.04% Add +3.0% 2,790 $409K
Keudell/Morrison Wealth Management 0.08% Reduce -1.8% 2,787 $409K
Bolthouse Investments, LLC 0.37% No change 2,770 $406K
Garden State Investment Advisory Services LLC 0.10% Add +3.2% 2,764 $406K
Polaris Investment Advisors, LLC 0.30% No change 2,768 $406K
First Heartland Consultants, Inc. 0.03% Reduce -4.2% 2,769 $405K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +7.4% 2,758 $404K
Peak Financial Management, Inc. 0.10% Reduce -9.1% 2,756 $404K
ArchPoint Investors 0.10% No change 2,750 $403K
Lodestone Wealth Management LLC 0.16% Add +5.8% 2,734 $401K
Zacks Investment Management 0.00% Add +60.5% 2,724 $399K
CRA Financial Services, LLC 0.05% Reduce -7.2% 2,720 $399K
Sovereign Financial Group, Inc. 0.07% Add +29.4% 2,711 $397K
LexAurum Advisors, LLC 0.05% — 2,707 $397K
Leo Wealth, LLC 0.03% Add +57.2% 2,701 $396K
Stone Summit Wealth LLC 0.11% Add +2.3% 2,700 $396K
Valeo Financial Advisors, LLC 0.01% Add +8.1% 2,691 $395K
Joel Isaacson & Co., LLC 0.01% New 2,684 $394K
NCM Capital Management, LLC 0.14% No change 2,683 $393K
National Wealth Management Group, LLC 0.15% Add +5.8% 2,678 $393K
First International Bank of Israel Ltd. 0.12% Add +28.1% 2,670 $391K
Empire Financial Management Company, LLC 0.09% Reduce -0.9% 2,661 $390K
Measured Risk Portfolios, Inc. 0.43% Add +10.9% 2,657 $390K
Donaldson Capital Management, LLC 0.01% Reduce -6.9% 2,656 $389K
Quantbot Technologies LP 0.02% Reduce -17.4% 2,651 $389K
Cedar Wealth Management, LLC 0.11% No change 2,647 $388K
Community Bank, N.A. 0.05% Reduce -1.8% 2,647 $388K
Everett Harris & Co. 0.01% Reduce -51.9% 2,645 $388K
Focused Wealth Management, Inc 0.04% Reduce -19.2% 2,644 $388K
Wetzel Investment Advisors, Inc. 0.15% Add +0.1% 2,642 $387K
Inscription Capital, LLC 0.04% Reduce -10.9% 2,627 $385K
Heritage Wealth Advisors 0.01% Reduce -62.6% 2,624 $385K
Lifeworks Advisors, LLC 0.05% Reduce -8.4% 2,613 $383K
Samara Investment Management, LLC 0.40% — 2,604 $382K
Burns J W & Co. Inc. 0.04% Reduce -5.5% 2,604 $382K
Summa Corp. 0.16% New 2,600 $381K
Capstone Investment Advisors, LLC 0.00% New 2,595 $380K
Richmond Investment Services, LLC 0.06% Reduce -0.8% 2,590 $380K
Triumph Capital Management 0.08% Reduce -0.8% 2,589 $380K
BCS Wealth Management 0.08% Reduce -39.6% 2,586 $379K
Shufro Rose & Co. LLC 0.03% No change 2,574 $377K
Stonehaven Wealth & Tax Solutions, LLC 0.33% Add +3.7% 2,565 $376K
Disciplined Investors, L.L.C. 0.22% New 2,560 $375K
Reliant Investment Partners, LLC 0.31% No change 2,559 $375K
MBE Wealth Management, LLC 0.16% Add +4.4% 2,558 $375K
White Lighthouse Investment Management Inc. 0.05% Add +0.2% 2,557 $375K
Jackson Square Capital, LLC 0.08% No change 2,555 $375K
Atlanta Consulting Group Advisors, LLC 0.08% Add +60.7% 2,552 $374K
LVW Advisors, LLC 0.04% New 2,551 $374K
Huntleigh Advisors, Inc. 0.06% Add +8.8% 2,530 $371K
Turning Point Benefit Group, Inc. 0.23% New 2,518 $368K
Rebalance, LLC 0.02% Add +0.4% 2,505 $367K
Mackenzie Financial Corp. 0.00% New 2,501 $367K
Barnes Pettey Financial Advisors, LLC 0.16% Add +6.2% 2,496 $366K
Total Wealth Planning & Management, Inc. 0.29% Reduce -36.7% 2,490 $365K
CENTRAL TRUST Co 0.01% Reduce -4.1% 2,483 $364K
Darden Wealth Group Inc 0.19% New 2,479 $363K
City Holding Co. 0.05% Reduce -19.8% 2,475 $363K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +2.5% 2,469 $362K
My Personal CFO, LLC 0.16% Add +0.3% 2,459 $360K
Verity Asset Management, Inc. 0.15% Add +0.5% 2,459 $360K
HMV Wealth Advisors, LLC 0.17% Add +9.7% 2,444 $358K
Triton Financial Group Inc 0.62% New 2,376 $358K
Clear Wave Wealth Management LLC 0.09% — 2,425 $356K
ELCO Management Co., LLC 0.17% No change 2,411 $353K
Blue Fin Capital, Inc. 0.06% Add +11.0% 2,410 $353K
Kohmann Bosshard Financial Services, LLC 0.03% No change 2,400 $352K
One Capital Management, LLC 0.01% Reduce -7.1% 2,396 $351K
BlueSky Wealth Advisors, LLC 0.05% No change 2,394 $351K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% Reduce -2.8% 2,394 $351K
Successful Portfolios LLC 0.19% Reduce -0.7% 2,397 $350K
Gallagher Fiduciary Advisors, LLC 0.01% Add +48.9% 2,386 $350K
SVB Wealth LLC 0.02% Reduce -1.2% 2,385 $350K
Quotient Wealth Partners, LLC 0.01% Reduce -5.8% 2,369 $347K
Magnolia Capital Advisors LLC 0.07% Reduce -13.8% 2,367 $347K
Two West Capital Advisors LLC 0.18% Reduce -7.3% 2,427 $347K
Elevated Capital Advisors, LLC 0.09% Add +0.1% 2,361 $346K
Sigma Investment Counselors Inc. 0.02% Reduce -38.3% 2,347 $344K
Aurora Private Wealth, Inc. 0.24% No change 2,219 $344K
Raab & Moskowitz Asset Management LLC 0.08% Reduce -17.6% 2,345 $344K
Castle Wealth Management LLC 0.11% Reduce -24.6% 2,344 $344K
Facet Wealth, Inc. 0.01% Add +12.9% 2,334 $342K
Quadcap Wealth Management, LLC 0.04% Add +3.5% 2,318 $340K
Tolleson Wealth Management, Inc. 0.05% No change 2,311 $339K
Arista Wealth Management, LLC 0.04% No change 2,303 $338K
Beutel, Goodman & Co Ltd. 0.00% Reduce -19.0% 2,302 $337K
KG Capital Management 0.24% Reduce -33.5% 2,290 $336K
Heritage Wealth Management, Inc. 0.17% Add +17.4% 2,290 $336K
Register Financial Advisors LLC 0.12% Add +0.1% 2,281 $334K
Sharkey, Howes & Javer 0.04% Reduce -8.3% 2,278 $334K
Capital Management Associates, Inc 0.08% Add +57.5% 2,268 $332K
L & S Advisors Inc 0.04% Reduce -49.3% 2,267 $332K
D.B. Root & Company, LLC 0.08% Reduce -21.3% 2,257 $331K
Red Door Wealth Management, LLC 0.03% Reduce -2.7% 2,256 $331K
Private Management Group Inc. 0.01% No change 2,252 $330K
Denver Wealth Management, Inc. 0.11% Reduce -9.6% 2,251 $330K
Marble Wealth, LLC 0.06% Add +6.0% 2,248 $330K
1900 Wealth Management LLC 0.02% Add +13.3% 2,242 $329K
Bensler, LLC 0.03% Reduce -1.3% 2,237 $328K
Clear Retirement Advice LLC 0.26% No change 2,236 $328K
Coldstream Capital Management Inc. 0.00% Reduce -6.3% 2,235 $328K
Banque Pictet & Cie SA 0.00% New 2,230 $327K
Waystone Advisors LLC 0.29% Reduce -0.9% 2,223 $326K
AmeriServ Wealth Advisors 0.21% Reduce -18.6% 2,218 $325K
Sheets Smith Wealth Management 0.04% Add +0.1% 2,218 $325K
River Street Advisors LLC 0.11% Reduce -2.2% 2,217 $325K
Red Mountain Financial, LLC 0.31% No change 2,217 $325K
Inspire Advisors, LLC 0.03% Reduce -32.7% 2,216 $325K
Coyle Financial Counsel LLC 0.07% No change 2,207 $324K
SmartHarvest Portfolios, LLC 0.13% No change 2,206 $323K
Millennium Capital Advisors, LLC 0.20% No change 2,186 $320K
Brookwood Investment Group LLC 0.04% Reduce -76.0% 2,182 $320K
First American Trust, FSB 0.02% No change 2,174 $319K
Boreal Capital Management LLC 0.31% No change 2,156 $316K
COFG Advisors, LLC 0.08% Add +26.7% 2,153 $316K
Swmg, LLC 0.09% Reduce -10.6% 2,151 $315K
Parsons Capital Management Inc. 0.01% Add +0.8% 2,150 $315K
New Republic Capital, LLC 0.11% Reduce -12.0% 2,149 $315K
Key Financial Inc 0.06% Add +0.1% 2,141 $314K
Private Wealth Partners, LLC 0.02% Reduce -5.5% 2,139 $314K
Cozad Asset Management Inc. 0.02% Add +8.9% 2,138 $313K
GAMMA Investing LLC 0.01% Add +12.6% 2,133 $313K
Kestra Investment Management, LLC 0.01% New 2,133 $313K
Eastern Bank 0.01% Reduce -22.0% 2,132 $313K
Coastwise Capital Group, LLC 0.17% Reduce -0.1% 2,128 $312K
TrueWealth Advisors, LLC 0.08% Reduce -11.3% 2,127 $312K
Mosaic Family Wealth Partners, LLC 0.03% New 2,119 $311K
C2C Wealth Management, LLC 0.26% Add +1.6% 2,118 $311K
Laurel Oak Wealth Management, LLC 0.05% Add +5.3% 2,117 $310K
Patrick M Sweeney & Associates, Inc. 0.20% No change 2,105 $309K
ARS Wealth Advisors Group, LLC 0.03% Reduce -9.3% 2,105 $309K
Guyasuta Investment Advisors Inc. 0.02% Add +3.6% 2,102 $308K
Resurgent Financial Advisors LLC 0.11% New 2,100 $308K
Accredited Investors Inc. 0.02% Add +61.7% 2,097 $307K
Capital Advisors, Ltd. LLC 0.03% No change 2,097 $307K
Primoris Wealth Advisors, LLC 0.21% Reduce -5.4% 2,093 $307K
Tiller Private Wealth, Inc. 0.11% Reduce -1.6% 2,092 $307K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.02% Add +49.3% 2,092 $307K
Kickstand Ventures, Llc. 0.06% Add +5.5% 2,090 $306K
Alpine Woods Capital Investors, LLC 0.07% No change 2,089 $306K
Affinity Wealth Management LLC 0.05% New 2,080 $305K
Tannin Capital LLC 0.22% Reduce -22.2% 2,075 $304K
Kuhn & Co Investment Counsel 0.20% No change 2,073 $304K
Pacific Capital Wealth Advisors, Inc. 0.05% No change 2,073 $304K
WealthTrust Axiom LLC 0.07% No change 2,072 $304K
1ST Source Bank 0.02% Add +7.3% 2,069 $303K
Verition Fund Management LLC 0.00% Reduce -46.0% 2,064 $303K
Tennessee Valley Asset Management Partners 0.04% Add +29.7% 2,057 $302K
Jordan Park Trust Co LLC 0.23% No change 2,042 $299K
Banco BTG Pactual S.A. 0.06% Reduce -92.5% 2,042 $299K
Marathon Wealth Advisors LLC 0.12% Add +0.2% 2,042 $299K
Texas Yale Capital Corp. 0.01% No change 2,035 $298K
Stratos Investment Management, LLC 0.01% Add +13.3% 2,029 $297K
Wolverine Asset Management LLC 0.02% New 2,027 $297K
Finley Financial, LLC 0.14% No change 2,020 $296K
Hyundai Investments Co., Ltd. 0.33% Reduce -32.4% 2,054 $295K
Thompson Davis & Co., Inc. 0.20% Reduce -13.7% 2,014 $295K
Patriot Investment Management Group, Inc. 0.02% Reduce -11.6% 2,010 $295K
Solstein Capital, LLC 0.12% Add +2.0% 2,007 $294K
Beta Wealth Group, Inc. 0.12% New 2,000 $293K
Iowa State Bank 0.05% No change 2,000 $293K
LS Investment Advisors, LLC 0.04% New 2,000 $293K
Astra Wealth Partners LLC 0.18% Add +6.2% 1,999 $293K
Bollard Group LLC 0.01% Add +0.3% 1,998 $293K
Signaturefd, LLC 0.00% Add +10.6% 1,998 $293K
Resolute Wealth Advisor, Inc. 0.17% — 1,986 $291K
TD Private Client Wealth LLC 0.01% Add +3.6% 1,986 $291K
Orleans Capital Management Corp. 0.20% Reduce -1.3% 1,980 $290K
Entelevest, LLC 0.30% Reduce -10.1% 1,978 $290K
Trust Co. of Oklahoma 0.08% Add +2.3% 1,977 $290K
SilverOak Wealth Management LLC 0.05% No change 1,974 $289K
Howland Capital Management LLC 0.01% Add +2.4% 1,963 $288K
Bridgewater Advisors Inc. 0.02% Add +2.5% 1,960 $288K
Webster Bank, N. A. 0.03% No change 1,959 $287K
Thoroughbred Financial Services, LLC 0.02% No change 1,959 $287K
First Pacific Financial 0.04% Add +0.4% 1,955 $287K
Wellington Management Group LLP 0.00% Reduce -41.0% 1,951 $286K
Blue Trust, Inc. 0.00% Reduce -21.6% 1,948 $286K
Evergreen Capital Management LLC 0.01% No change 1,936 $284K
DSG Capital Advisors, LLC 0.05% Reduce -2.5% 1,935 $284K
Valor Advisors LLC 0.24% No change 1,829 $283K
Janus Henderson Group PLC 0.00% No change 1,931 $283K
Bluespring Wealth Management, LLC 0.02% Reduce -5.9% 1,926 $282K
Panoramic Investment Advisors, LLC 0.15% Add +6.9% 1,925 $282K
Silvercrest Asset Management Group LLC 0.00% No change 1,924 $282K
WNY Asset Management, LLC 0.03% — 1,921 $282K
Bank of New Hampshire 0.06% No change 1,920 $281K
Brown, Lisle/Cummings, Inc. 0.07% No change 1,919 $281K
FCG Investment Co 0.12% — 1,918 $281K
Destiny Wealth Partners, LLC 0.03% No change 1,912 $280K
Purewater Capital LLC 0.27% — 1,903 $279K
Williams Jones Wealth Management, LLC. 0.00% No change 1,903 $279K
Grantvest Financial Group LLC 0.18% Reduce -1.3% 1,899 $278K
Waterfront Wealth Inc. 0.05% No change 1,899 $278K
Valley Wealth Managers, Inc. 0.02% Reduce -5.0% 1,898 $278K
180 Wealth Advisors, LLC 0.03% Reduce -10.4% 1,898 $278K
Brady Family Wealth, LLC 0.09% Reduce -0.4% 1,896 $278K
Turtle Creek Wealth Advisors, LLC 0.02% Reduce -91.1% 1,895 $278K
Tranquility Partners, LLC 0.10% Reduce -22.4% 1,889 $277K
Castle Rock Wealth Management, LLC 0.06% Add +0.1% 1,884 $277K
Blue Bell Private Wealth Management, LLC 0.04% Reduce -17.8% 1,879 $275K
Purkiss Capital Advisors LLC 0.12% Reduce -6.3% 1,876 $275K
Sincerus Advisory, LLC 0.21% Add +13.2% 1,872 $274K
Iron Gate Global Advisors LLC 0.03% Reduce -1.1% 1,869 $274K
Seven Springs Wealth Group, LLC 0.06% Reduce -41.3% 1,865 $273K
FRG Family Wealth Advisors LLC 0.04% No change 1,860 $273K
Farmers National Bank 0.06% Add +6.4% 1,845 $270K
Axim Planning & Wealth 0.33% Add +11.4% 1,841 $270K
Barnett & Company, Inc. 0.21% Add +2.8% 1,836 $269K
HCR Wealth Advisors 0.03% No change 1,834 $269K
Snider Financial Group 0.08% Reduce -5.7% 1,833 $269K
Icon Wealth Advisors, LLC 0.02% No change 1,880 $269K
B&D White Capital Company, LLC 0.03% New 1,829 $268K
Fifth Third Wealth Advisors LLC 0.01% Reduce -58.4% 1,827 $268K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% No change 1,820 $267K
Burling Wealth Partners, LLC 0.04% No change 1,820 $267K
BLB&B Advisors, LLC 0.01% Reduce -90.2% 1,817 $266K
Penobscot Investment Management Company, Inc. 0.02% Add +5.8% 1,812 $266K
Symphony Financial Services, Inc. 0.14% Reduce -0.6% 1,805 $265K
OneAscent Family Office, LLC 0.18% Reduce -5.8% 1,796 $263K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.11% Reduce -48.8% 1,795 $263K
Jefferson Bridge Capital, LLC 0.26% Reduce -37.1% 1,793 $263K
Black Diamond Financial, LLC 0.03% Add +0.2% 1,789 $262K
STAR Financial Bank 0.12% Reduce -0.8% 1,784 $262K
REDW Wealth LLC 0.10% Add +0.1% 1,781 $261K
Stack Financial Management, Inc 0.02% Reduce -21.9% 1,770 $260K
Revisor Wealth Management LLC 0.07% Add +15.9% 1,766 $259K
Maltin Wealth Management, Inc. 0.10% Add +0.3% 1,765 $259K
Byrne Asset Management LLC 0.15% Reduce -0.5% 1,763 $258K
West Michigan Advisors, LLC 0.06% New 1,763 $258K
Fiduciary Financial Group, LLC 0.03% Add +2.1% 1,756 $257K
Christensen, King & Associates Investment Services, Inc. 0.11% No change 1,755 $257K
Rockbridge Investment Management, LCC 0.02% No change 1,754 $257K
Traynor Capital Management, Inc. 0.02% Reduce -11.2% 1,786 $257K
Tucker Asset Management LLC 0.08% Add +32.3% 1,743 $256K
Peregrine Asset Advisers, Inc. 0.07% No change 1,739 $255K
Gryphon Financial Partners LLC 0.03% No change 1,736 $255K
Alteri Wealth LLC 0.08% Reduce -9.7% 1,729 $254K
Paragon Capital Management Ltd 0.05% Reduce -3.8% 1,723 $253K
Autumn Glory Partners, LLC 0.09% Reduce -9.6% 1,719 $252K
First Command Advisory Services, Inc. 0.00% Reduce -13.4% 1,718 $252K
Empirical Asset Management, LLC 0.07% Add +2.2% 1,716 $252K
Syntegra Private Wealth Group, LLC 0.02% Add +10.0% 1,712 $251K
Richard P Slaughter Associates Inc 0.05% New 1,708 $250K
Angeles Wealth Management, LLC 0.01% Reduce -14.9% 1,708 $250K
Berbice Capital Management LLC 0.16% Add +41.7% 1,700 $249K
Councilmark Asset Management, LLC 0.14% No change 1,700 $249K
Ruggiero Investments, Inc. 0.24% Add +17.6% 1,695 $249K
Wick Capital Partners, LLC 0.05% New 1,690 $248K
Fortem Financial Group, LLC 0.06% No change 1,690 $248K
Southeast Asset Advisors, LLC 0.03% Reduce -3.8% 1,690 $248K
First Financial Bankshares Inc 0.01% No change 1,688 $247K
Managed Asset Portfolios, LLC 0.03% Reduce -47.3% 1,682 $247K
Weaver Consulting Group 0.06% No change 1,678 $246K
Ballentine Partners, LLC 0.00% Reduce -56.7% 1,675 $246K
Severin Investments, LLC 0.21% Reduce -11.6% 1,661 $244K
Wealth Architects, LLC 0.02% Add +6.4% 1,661 $244K
Grey Ledge Advisors, LLC 0.05% New 1,660 $243K
Soundwatch Capital LLC 0.03% Reduce -29.7% 1,660 $243K
First National Bank & Trust Co. of Newtown 0.05% No change 1,658 $243K
Romano Brothers and Company 0.03% No change 1,653 $242K
MPWM Advisory Solutions, LLC 0.13% Add +38.8% 1,641 $241K
Hexagon Capital Partners LLC 0.04% New 1,640 $240K
Ancora Advisors LLC 0.01% No change 1,639 $240K
Fragasso Financial Advisors Inc 0.01% Reduce -13.4% 1,634 $239K
Russell Investments Group, Ltd. 0.00% Add +21.7% 1,629 $239K
Auxano Advisors, LLC 0.05% No change 1,626 $238K
Fund Advisors of America Inc 0.24% Reduce -5.2% 1,626 $238K
Aprio Wealth Management, LLC 0.01% New 1,616 $237K
IPG Investment Advisors LLC 0.04% New 1,610 $236K
FSM Wealth Advisors, LLC 0.03% Reduce -15.0% 1,602 $235K
Trueblood Wealth Management, LLC 0.09% Add +0.4% 1,601 $235K
JM2 Capital Inc. 0.19% Add +15.6% 1,597 $234K
Second Line Capital, LLC 0.04% Reduce -17.0% 1,603 $234K
Corsicana & Co. 0.15% Add +45.5% 1,600 $234K
Shulman DeMeo Asset Management LLC 0.05% Reduce -6.8% 1,590 $233K
Patriot Financial Group Insurance Agency, LLC 0.01% New 1,588 $233K
Walleye Capital LLC 0.00% Reduce -94.0% 1,583 $232K
BIP Wealth, LLC 0.01% New 1,582 $232K
First Long Island Investors, LLC 0.02% No change 1,579 $231K
Asset Dedication, LLC 0.02% Add +6.3% 1,577 $231K
Leigh Baldwin & Co., LLC 0.15% Reduce -12.9% 1,574 $231K
Innova Wealth Partners 0.11% Reduce -94.1% 1,568 $230K
PW Nova Financial Services LLC 0.06% New 1,561 $229K
Flavin Financial Services, Inc. 0.15% Add +10.7% 1,552 $228K
CVFG LLC 0.03% New 1,548 $227K
FinArc Investments, Inc. 0.22% — 1,547 $227K
Ritter Daniher Financial Advisory LLC / DE 0.04% Add +0.3% 1,546 $227K
Teamwork Financial Advisors, LLC 0.03% New 1,546 $227K
MainStreet Investment Advisors LLC 0.03% No change 1,545 $227K
Bulltick Wealth Management, LLC 0.05% Add +10.5% 1,542 $226K
Thompson Siegel & Walmsley LLC 0.00% Add +18.8% 1,543 $226K
Eldridge Investment Advisors, Inc. 0.05% Add +4.0% 1,540 $226K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -25.8% 1,539 $226K
Portland Financial Advisors Inc 0.47% No change 1,538 $225K
JNBA Financial Advisors 0.02% Reduce -6.9% 1,537 $225K
Accel Wealth Management 0.06% Add +3.5% 1,530 $224K
Tower Bridge Advisors 0.02% New 1,530 $224K
Moment Partners, LLC 0.04% Reduce -21.2% 1,528 $224K
WealthTrust Asset Management, LLC 0.13% Add +5.6% 1,525 $224K
TruNorth Capital Management, LLC 0.04% No change 1,520 $223K
Freestone Capital Holdings, LLC 0.01% Add +0.3% 1,519 $223K
Gray Private Wealth, LLC 0.11% No change 1,516 $222K
Cypress Wealth Services, LLC 0.03% No change 1,516 $222K
Kraematon Investment Advisors, Inc. 0.18% Add +0.3% 1,511 $221K
Stevens Capital Partners 0.05% Reduce -1.8% 1,509 $221K
Strategy Asset Managers LLC 0.04% New 1,507 $221K
Pacific Financial Group Inc. 0.12% New 1,504 $220K
SHP Wealth Management 0.02% Reduce -0.3% 1,502 $220K
Cranbrook Wealth Management, LLC 0.04% Reduce -0.9% 1,499 $220K
Amplius Wealth Advisors, LLC 0.02% Reduce -2.1% 1,499 $220K
Florida Trust Wealth Management Co 0.01% No change 1,498 $220K
StrongBox Wealth, LLC 0.07% Reduce -17.3% 1,497 $219K
Madison Wealth Partners, Inc 0.03% New 1,491 $219K
Naples Global Advisors, LLC 0.02% Add +10.8% 1,491 $219K
Chris Bulman Inc 0.10% No change 1,488 $218K
Crescent Grove Advisors, LLC 0.02% Reduce -70.8% 1,483 $217K
Tableaux LLC 0.11% No change 1,482 $217K
Davis R M Inc. 0.00% Add +7.0% 1,479 $217K
Madison Park Capital Advisors, LLC 0.17% Reduce -7.0% 1,475 $216K
Able Wealth Management LLC 0.06% Add +0.1% 1,473 $216K
Campion Asset Management 0.15% No change 1,472 $216K
Mather Group, Llc. 0.00% Add +3.2% 1,465 $215K
Kirtland Hills Capital Management, LLC 0.07% New 1,469 $215K
Pinnacle Financial Group, LLC / IL 0.06% Add +10.8% 1,457 $214K
Samalin Investment Counsel, LLC 0.08% Reduce -7.7% 1,453 $213K
Cordgrass Capital Advisors, LLC 0.05% Reduce -1.6% 1,446 $212K
Serenity Investment Advisors 0.10% Reduce -28.7% 1,411 $211K
Missouri Trust & Investment Co 0.06% No change 1,441 $211K
Freedom Investment Management, Inc. 0.06% Reduce -43.0% 1,440 $211K
Oxler Private Wealth LLC 0.07% Add +0.3% 1,440 $211K
HTG Investment Advisors, Inc. 0.06% No change 1,438 $211K
NFSG Corp 0.03% Reduce -15.6% 1,431 $210K
Straight Path Wealth Management 0.06% Add +0.3% 1,422 $209K
Alerus Financial NA 0.01% No change 1,422 $208K
Invera Wealth Advisors, LLC 0.13% Add +7.4% 1,418 $208K
Peoples Financial Services Corp. 0.10% No change 1,410 $207K
Edge Wealth Management LLC 0.04% Reduce -49.7% 1,407 $206K
Schorn Wealth LLC 0.06% Reduce -8.4% 1,399 $205K
USA Financial Formulas 0.04% Reduce -20.5% 1,398 $205K
All Terrain Financial Advisors, LLC 0.06% No change 1,390 $204K
Capstone Financial Advisors, Inc. 0.01% Reduce -10.6% 1,388 $204K
Sacks & Associates, LLC 0.15% Add +0.1% 1,386 $203K
Gambit Capital Management, LLC 0.14% New 1,376 $202K
Pinnacle Wealth Planning Services, Inc. 0.02% Reduce -6.1% 1,367 $200K
Kingsbury Capital Investment Advisors LLC 0.19% — 1,367 $200K
Breakwater Capital Group 0.03% Reduce -0.2% 1,365 $200K
LOM Asset Management Ltd 0.06% No change 1,335 $196K
Claris Financial LLC 0.10% Reduce -5.6% 1,295 $190K
Gold Investment Management Ltd. 0.06% No change 1,282 $188K
N.E.W. Advisory Services LLC 0.01% Reduce -2.9% 1,279 $188K
Smithfield Trust Co 0.01% No change 1,266 $186K
Stelac Advisory Services LLC 0.04% Add +47.0% 1,252 $184K
Advanced Asset Management Advisors Inc 0.05% Add +3.3% 1,238 $182K
Truvestments Capital LLC 0.03% Add +0.4% 1,238 $181K
South Plains Financial, Inc. 0.10% No change 1,200 $176K
TD Capital Management LLC 0.02% Add +0.1% 1,187 $174K
BOK Financial Private Wealth, Inc. 0.01% No change 1,175 $172K
Oxford Financial Group, LTD. LLC 0.01% Reduce -23.4% 1,175 $172K
Steigerwald, Gordon & Koch Inc. 0.02% Reduce -2.7% 1,170 $172K
Stone House Investment Management, LLC 0.03% Add +6.1% 1,163 $170K
Phillips Financial Management, LLC 0.01% No change 1,147 $168K
Provident Wealth Management, LLC 0.05% No change 1,142 $167K
Arkos Global Advisors 0.02% New 1,137 $167K
Acropolis Investment Management, LLC 0.01% Reduce -16.8% 1,136 $167K
Rothschild Investment LLC 0.01% Add +0.3% 1,134 $166K
Hamilton Point Investment Advisors, LLC 0.03% No change 1,128 $165K
Albion Financial Group 0.01% No change 1,111 $163K
Community Financial Services Group, LLC 0.03% New 1,097 $162K
Strategic Wealth Partners, Ltd. 0.01% Reduce -0.7% 1,097 $161K
SJS Investment Consulting Inc. 0.02% Reduce -2.5% 1,096 $161K
Nemes Rush Group LLC 0.02% Reduce -10.7% 1,095 $161K
Cheviot Value Management, LLC 0.02% No change 1,056 $155K
Signature Equity Partners, LLC 0.08% Reduce -29.5% 1,044 $153K
WealthShield Partners, LLC 0.02% Reduce -71.8% 1,041 $153K
Versant Capital Management, Inc 0.01% Add +0.2% 1,038 $152K
Clayton Financial Group LLC 0.08% Reduce -1.0% 1,037 $152K
Hilton Head Capital Partners, LLC 0.09% Add +0.1% 1,035 $152K
Family Manage LLC 0.02% No change 1,031 $151K
Capitol Family Office, Inc. 0.18% No change 972 $151K
Morse Asset Management, Inc 0.03% Reduce -2.4% 1,025 $150K
Colonial Trust Co / SC 0.02% Reduce -31.2% 991 $145K
Dagco, Inc. 0.03% No change 975 $143K
Collier Financial 0.11% Reduce -7.6% 973 $143K
Johnson Financial Group, Inc. 0.01% Reduce -8.9% 964 $141K
Townsend Asset Management Corp. /NC/ 0.05% Add +47950.0% 961 $141K
Plante Moran Financial Advisors, LLC 0.01% Reduce -17.0% 952 $140K
Princeton Global Asset Management LLC 0.02% Add +0.1% 952 $140K
HHM Wealth Advisors, LLC 0.02% No change 945 $139K
Prosperity Bancshares Inc 0.11% No change 931 $136K
Union Savings Bank 0.06% No change 902 $132K
Align Financial, LLC 0.07% Reduce -99.5% 893 $131K
Elevation Wealth Partners, LLC 0.05% Add +0.2% 892 $131K
2UniFi Bank 0.06% No change 890 $130K
Private Wealth Asset Management, LLC 0.01% Reduce -1.4% 890 $130K
Trask Adam Roland 0.12% — 883 $129K
Sage Mountain Advisors LLC 0.01% Reduce -42.3% 880 $129K
Capital Advisor Network LLC 0.18% — 875 $128K
Pittenger & Anderson Inc. 0.01% No change 855 $125K
SYM FINANCIAL Corp 0.01% Reduce -13.1% 853 $125K
Root Financial Partners, LLC 0.01% Add +25.4% 844 $124K
Ascentis Wealth Management, LLC 0.03% No change 838 $123K
United Community Bank 0.04% Reduce -49.5% 833 $122K
Lloyd Advisory Services, LLC. 0.03% Add +161.6% 803 $118K
Kingdom Financial Group LLC. 0.03% Add +0.4% 803 $118K
Bernard Wealth Management Corp. 0.05% Reduce -4.3% 798 $117K
Farmers & Merchants Investments Inc. 0.00% Reduce -3.2% 777 $114K
Deutsche Bank AG 0.00% Reduce -34.4% 776 $114K
Delta Asset Management LLC 0.01% No change 728 $107K
Investors Research Corp 0.02% Reduce -18.5% 727 $107K
MidFirst Bank 0.01% Reduce -97.6% 727 $107K
Barrett & Company, Inc. 0.04% No change 719 $105K
CDKV Holdings LLC 0.09% No change 708 $104K
Cherry Tree Wealth Management, LLC 0.02% Add +5.8% 707 $104K
Grove Bank & Trust 0.01% No change 688 $101K
Physician Wealth Advisors, Inc. 0.01% Add +5.2% 687 $101K
American National Bank & Trust 0.01% Reduce -1.5% 676 $99K
Ulland Investment Advisors, LLC 0.08% No change 670 $98K
Vanguard National Trust Co 0.01% — 654 $96K
Addison Advisors LLC 0.02% Reduce -5.1% 653 $96K
Dunhill Financial, LLC 0.02% No change 647 $95K
Resources Management Corp. /CT/ 0.01% No change 643 $94K
Pursuit Wealth Strategies, LLC 0.13% Add +0.3% 635 $93K
Matrix Private Capital Group LLC 0.04% No change 629 $92K
Anchor Investment Management, LLC 0.01% Add +2.6% 628 $92K
Perkins Coie Trust Co 0.02% No change 627 $92K
Armstrong Advisory Group, Inc. 0.01% Add +16.4% 626 $92K
Ameritas Investment Partners, Inc. 0.00% Add +0.3% 604 $88K
HM Payson & Co. 0.00% No change 600 $88K
Trust Co. of Toledo NA 0.01% No change 592 $87K
Intesa Sanpaolo Wealth Management 0.02% No change 580 $85K
Keating Financial Advisory Services, Inc. 0.01% Reduce -84.9% 562 $82K
Flagship Wealth Advisors, LLC 0.04% Add +4.3% 611 $82K
Winch Advisory Services, LLC 0.02% Add +9.2% 560 $82K
Bravera Wealth 0.04% No change 553 $81K
Guardian Wealth Advisors, LLC / NC 0.01% New 553 $81K
Ogorek Anthony Joseph /NY/ 0.02% No change 550 $80K
Vestor Capital, LLC 0.01% Reduce -93.9% 523 $77K
Raffa Wealth Management, LLC 0.01% No change 522 $77K
Forum Finance Group S.A. 0.04% — 650 $76K
PlanVest Financial, Inc 0.06% — 514 $75K
Indiana Trust & Investment Management Co 0.02% No change 509 $75K
Cornerstone Planning Group LLC 0.01% Reduce -7.7% 513 $74K
Barnes Dennig Private Wealth Management LLC 0.07% Reduce -0.2% 502 $74K
Glass Jacobson Investment Advisors llc 0.03% No change 500 $73K
Basso Capital Management, L.P. 0.04% Add +73.1% 495 $73K
Twin Peaks Wealth Advisors, LLC 0.02% New 486 $71K
First United Bank & Trust 0.02% Add +32.9% 481 $71K
Kozak & Associates, Inc. 0.01% Add +0.4% 476 $70K
Pacifica Partners Inc. 0.02% Reduce -4.0% 480 $70K
Cardiff Park Advisors, LLC 0.01% No change 480 $70K
McIlrath & Eck, LLC 0.01% No change 458 $67K
Obsidian Cio, LLC 0.06% Add +1.8% 455 $67K
Archer Investment Corp 0.01% Reduce -22.6% 455 $67K
Rakuten Securities, Inc. 0.03% Add +90.1% 441 $65K
Innovative Asset Advisors Group, LLC 0.04% — 439 $64K
Global Trust Asset Management, LLC 0.02% Reduce -54.2% 410 $60K
Burk Holdings LLC 0.03% New 407 $60K
Sachetta, LLC 0.03% No change 406 $60K
Financial Perspectives, Inc 0.02% Add +0.3% 403 $59K
Caldwell Sutter Capital, Inc. 0.02% No change 402 $59K
Citizens National Bank Trust Department 0.01% No change 400 $59K
Bellevue Asset Management, LLC 0.03% No change 391 $57K
Tradewinds Capital Management, LLC 0.01% No change 389 $57K
Founders Capital Management 0.03% No change 384 $56K
Hantz Financial Services, Inc. 0.00% Add +58.3% 380 $56K
Cedar Mountain Advisors, LLC 0.01% No change 378 $55K
Paladin Advisory Group, LLC 0.04% No change 373 $55K
Keystone Financial Group, Inc. 0.03% Add +0.3% 371 $54K
Breakwater Investment Management 0.02% No change 369 $54K
Key Capital Management, INC 0.04% New 365 $54K
Provenance Wealth Advisors, LLC 0.01% Reduce -29.7% 365 $54K
Colonial Trust Advisors 0.00% Reduce -12.1% 365 $54K
Avion Wealth 0.01% Add +42.6% 365 $53K
Team Financial Group, LLC 0.02% Add +0.3% 359 $53K
Washington Trust Advisors, Inc. 0.00% Reduce -28.2% 356 $52K
First Community Trust NA 0.04% Add +18.0% 354 $52K
FAS Wealth Partners, Inc. 0.00% Add +11.3% 354 $52K
Coastline Trust Co 0.01% No change 345 $51K
Investment Research & Advisory Group, Inc. 0.02% Add +0.7% 145 $51K
Morton Brown Family Wealth, LLC 0.01% Add +0.3% 341 $50K
Ankerstar Wealth, LLC 0.05% Reduce -34.8% 338 $50K
Louisbourg Investments Inc. 0.01% Add +59.5% 335 $49K
Ameriflex Group, Inc. 0.02% No change 333 $49K
Tripletail Wealth Management, LLC 0.07% Reduce -68.0% 330 $48K
Olistico Wealth, LLC 0.02% No change 330 $48K
Financial Life Planners 0.04% New 326 $48K
Signature Resources Capital Management, LLC 0.02% No change 321 $47K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -63.1% 317 $46K
Wellington Grp LLC 0.01% Reduce -30.2% 317 $46K
Manchester Capital Management LLC 0.01% No change 312 $46K
TIAA Wealth Investment Management LLC 0.00% — 309 $45K
Global Wealth Strategies & Associates 0.01% Reduce -8.5% 302 $44K
Pinnacle Bancorp, Inc. 0.01% No change 300 $44K
Hartford Financial Management Inc. 0.01% No change 300 $44K
Strengthening Families & Communities, LLC 0.01% Reduce -21.2% 298 $44K
Merkkuri Wealth Advisors LLC 0.03% New 287 $42K
Redwood Park Advisors LLC 0.03% No change 283 $42K
Park Square Financial Group, LLC 0.32% New 283 $41K
WealthCollab, LLC 0.02% Reduce -47.9% 280 $41K
Fairscale Capital, LLC 0.03% No change 277 $41K
one8zero8, LLC 0.01% No change 277 $41K
Rosenberg Matthew Hamilton 0.01% No change 277 $41K
Center for Financial Planning, Inc. 0.00% Add +137.4% 273 $40K
KERR FINANCIAL PLANNING Corp 0.03% Reduce -35.8% 271 $39K
Windsor Advisory Group, LLC 0.03% New 261 $38K
Hanson & Doremus Investment Management 0.00% No change 251 $37K
Gleason Group, Inc. 0.00% Add +0.4% 252 $37K
Knuff & Co LLC 0.01% Reduce -13.8% 250 $37K
Tiaa Trust, National Association 0.00% Reduce -98.6% 250 $37K
Maseco LLP 0.00% Reduce -15.0% 249 $36K
Greykasell Wealth Strategies, Inc. 0.01% Add +16.5% 247 $36K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.03% No change 245 $36K
Clark Wealth Partners 0.02% No change 243 $36K
Armor Investment Advisors, LLC 0.01% No change 230 $34K
Fairway Wealth LLC 0.01% New 226 $33K
Synergy Investment Management, LLC 0.01% New 223 $33K
HighMark Wealth Management LLC 0.01% Add +0.5% 222 $33K
NorthAvenue LLC 0.03% No change 220 $32K
Bulwark Capital Corp 0.02% No change 220 $32K
Richards, Merrill & Peterson, Inc. 0.01% No change 220 $32K
Evelyn Partners Asset Management Ltd 0.01% No change 220 $32K
Acumen Wealth Advisors, LLC 0.01% Add +195.9% 219 $32K
Wagner Wealth Management, LLC 0.01% Add +0.5% 216 $32K
Adkins Seale Capital Management LLC 0.03% No change 215 $32K
IAG Wealth Partners, LLC 0.00% No change 215 $32K
Topsail Wealth Management, LLC 0.00% No change 210 $31K
Bogart Wealth, LLC 0.00% No change 210 $31K
Goodman Advisory Group, LLC 0.01% Reduce -25.6% 209 $31K
Bangor Savings Bank 0.00% Reduce -14.1% 208 $30K
Roxbury Financial LLC 0.03% Add +0.5% 205 $30K
BankPlus Trust Department 0.01% No change 203 $30K
True Link Financial Advisors, LLC 0.00% New 203 $30K
Parvin Asset Management, LLC 0.02% No change 200 $29K
Pinney & Scofield, Inc. 0.02% No change 200 $29K
Halbert Hargrove Global Advisors, LLC 0.00% No change 200 $29K
Beacon Investment Advisory Services, Inc. 0.00% New 200 $29K
High Point Wealth Management, LLC 0.03% Reduce -76.5% 200 $29K
Aventura Private Wealth, LLC 0.01% No change 192 $28K
Pin Oak Investment Advisors Inc. 0.02% No change 193 $28K
Eukles Asset Management 0.01% Add +26.2% 188 $28K
IMA Advisory Services, Inc. 0.00% No change 187 $27K
Rialto Wealth Management, LLC 0.01% Add +135.4% 186 $27K
Operose Advisors LLC 0.01% Reduce -33.6% 178 $26K
Financial Gravity Asset Management, Inc. 0.00% Add +6.6% 178 $26K
Gables Capital Management Inc. 0.01% No change 175 $26K
Axiom Investment Management LLC 0.02% — 170 $25K
Steph & Co. 0.01% No change 170 $25K
LM Advisors LLC 0.14% Reduce -9.5% 3,556 $24K
Pioneer Family Office, LLC 0.02% No change 159 $23K
Investors Portfolio Services LLC 0.02% Reduce -13.6% 152 $22K
Financial Avengers, Inc. 0.01% Add +0.7% 152 $22K
RMG Wealth Management LLC 0.00% No change 155 $22K
Davis Capital Management 0.01% No change 150 $22K
Luken Investment Analytics, LLC 0.01% No change 150 $22K
Oakworth Capital, Inc. 0.00% No change 150 $22K
Evermay Wealth Management LLC 0.00% Add +102.7% 148 $22K
Beaird Harris Wealth Management, LLC 0.00% No change 148 $22K
PFS Partners, LLC 0.01% Add +0.7% 146 $21K
Virginia Estate & Retirement Planning Advisors Inc. 0.04% — 125 $20K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 135 $20K
DiNuzzo Private Wealth, Inc. 0.00% No change 135 $20K
Piscataqua Savings Bank 0.01% No change 134 $20K
Legacy Bridge, LLC 0.01% No change 132 $19K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 130 $19K
Abound Wealth Management 0.00% Add +800.0% 126 $18K
Miller Capital Partners, Inc. 0.01% No change 123 $18K
Comprehensive Financial Planning, Inc. 0.01% No change 120 $18K
EFG International AG 0.00% Reduce -96.5% 114 $17K
Inspire Investing, LLC 0.00% No change 113 $17K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 110 $16K
Covestor Ltd 0.01% Reduce -16.9% 108 $16K
Hurley Capital, LLC 0.01% No change 107 $16K
Scarborough Advisors, LLC 0.00% No change 106 $16K
1 North Wealth Services LLC 0.01% Reduce -4.5% 105 $15K
DHJJ Financial Advisors, Ltd. 0.01% No change 104 $15K
First PREMIER Bank 0.00% No change 104 $15K
Anfield Capital Management, LLC 0.00% No change 102 $15K
Wealth Enhancement Trust Services, Inc. 0.00% Reduce -95.5% 102 $15K
New England Capital Financial Advisors LLC 0.00% No change 101 $15K
True Wealth Design, LLC 0.00% New 100 $15K
Private Wealth Management Group, LLC 0.00% 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% No change 97 $14K
Quest 10 Wealth Builders, Inc. 0.01% No change 96 $14K
Ballast Advisors LLC 0.00% No change 95 $14K
Kilter Group LLC 0.01% No change 93 $14K
Integrity Financial Corp 0.01% No change 91 $13K
Vermillion Wealth Management, Inc. 0.01% Reduce -45.5% 90 $13K
Imprint Wealth LLC 0.06% No change 88 $13K
Vision Retirement, LLC 0.00% New 88 $13K
Arvest Investments, Inc. 0.00% Reduce -63.2% 84 $12K
Front Row Advisors LLC 0.00% No change 84 $12K
Rice Partnership, LLC 0.00% No change 81 $12K
IMG Wealth Management, Inc. 0.01% No change 67 $10K
Legacy Wealth Managment, LLC 0.00% Reduce -23.3% 66 $10K
Chapman Financial Group, LLC 0.01% New 65 $10K
Balentine LLC 0.00% No change 63 $9K
Tompkins Financial Corp. 0.00% No change 62 $9K
Strive Financial Group ,LLC 0.00% No change 58 $9K
Valued Wealth Advisors LLC 0.00% No change 61 $9K
Consultiva Wealth Management, Corp. 0.03% No change 60 $9K
Curio Wealth, LLC 0.00% Reduce -61.4% 59 $9K
Credit Industriel Et Commercial 0.00% Add +63.9% 59 $9K
Peterson Wealth Services 0.00% No change 58 $9K
Nova Wealth Management, Inc. 0.01% Reduce -83.9% 58 $8K
DecisionPoint Financial, LLC 0.00% Reduce -22.7% 51 $7K
Bullseye Investment Management, LLC 0.00% No change 50 $7K
City State Bank 0.00% No change 50 $7K
Philadelphia Investment Partners, LLC 0.00% — 48 $7K
Monetary Solutions, Ltd 0.01% No change 42 $6K
Deane Retirement Strategies, Inc. 0.00% Reduce -99.9% 42 $6K
WPG Advisers, LLC 0.00% No change 39 $6K
Purpose Unlimited Inc. 0.00% Reduce -97.4% 39 $6K
Joseph Group Capital Management 0.00% New 36 $5K
Orion Capital Management LLC 0.00% No change 36 $5K
Blume Capital Management, Inc. 0.00% New 35 $5K
Twin Tree Management, LP 0.00% New 31 $5K
Hoey Investments, Inc. 0.00% No change 30 $4K
Sfam, LLC 0.00% No change 30 $4K
NCP Inc. 0.01% No change 29 $4K
Gilpin Wealth Management, LLC 0.00% No change 29 $4K
Daiwa Securities Group Inc. 0.00% Add +47.4% 28 $4K
Gen-Wealth Partners Inc 0.00% No change 25 $4K
Hickory Point Bank & Trust 0.00% New 23 $3K
Strategic Advocates LLC 0.01% Reduce -89.0% 21 $3K
Sawyer & Company, Inc 0.00% No change 18 $3K
Park Place Capital Corp 0.00% Reduce -28.0% 18 $3K
Capital & Planning, LLC 0.00% New 18 $3K
McGuire Capital Advisors Inc. 0.00% No change 17 $2K
Highline Wealth Partners LLC 0.00% Reduce -94.5% 15 $2K
Valley National Advisers Inc. 0.00% No change 16 $2K
Go Invest LLC 0.00% No change 12 $2K
Copia Wealth Management 0.00% Reduce -14.3% 12 $2K
Silver Grove Financial Group, Inc. 0.00% New 11 $2K
Reyes Financial Architecture, Inc. 0.00% New 10 $1K
Caitlin John, LLC 0.00% Reduce -96.5% 9 $1K
Abound Financial, LLC 0.00% No change 1 $147
Holos Integrated Wealth LLC 0.00% New 1 $147

"% 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.