SS Health Care Select SectorXLVETF

13F holders, Q2 2026 (June 30)
1,863holders +43
166new positions
115sold out
9famous investors
$158.79avg. 13F price*

At the end of Q2 2026, 1,863 institutions reported holding SS Health Care Select Sector (XLV) in their 13F filings, up 43 from Q1 2026. 166 opened new positions and 115 sold out. The largest holders were Bank of America Corp. ($5.1B), JPMorgan Chase & Co. ($2.1B) and Morgan Stanley ($1.9B). 9 famous investors held it, including Paul Tudor Jones (0.6% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions166$878.2M
Exits115$878.7M

All 13F filers, Q1 2026 → Q2 2026: 19,409,535 shares bought and 21,571,617 shares sold, net −2,162,082 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,863 holders

Bank of America Corp. 0.33% Add +4.1% 32,283,419 $5.1B
JPMorgan Chase & Co. 0.12% Reduce -17.5% 13,036,140 $2.1B
Morgan Stanley 0.10% Add +2.5% 11,713,248 $1.9B
Goldman Sachs Group Inc. 0.13% Add +6.0% 7,613,797 $1.2B
Wells Fargo & Company 0.19% Add +6.2% 6,778,028 $1.1B
LPL Financial LLC 0.21% Reduce -7.4% 5,862,907 $930.2M
UBS Group AG 0.13% Add +13.5% 5,138,311 $815.2M
Raymond James Financial Inc. 0.21% Add +3.9% 4,974,409 $789.2M
Envestnet Asset Management Inc. 0.16% Reduce -18.1% 4,241,978 $673.0M
Harel Insurance Investments & Financial Services Ltd. 2.81% Add +28.0% 3,634,449 $576.6M
Royal Bank of Canada 0.08% Add +18.0% 3,122,016 $495.3M
Focus Partners Wealth 0.49% Reduce -2.1% 3,016,769 $478.6M
Barclays PLC 0.14% Add +38.5% 2,697,716 $428.0M
Ameriprise Financial Inc. 0.09% Reduce -2.7% 2,654,030 $421.3M
Truist Financial Corp. 0.45% Add +2.1% 2,371,350 $376.2M
Janney Montgomery Scott LLC 0.71% Reduce -1.8% 2,319,229 $368.0M
WestEnd Advisors, LLC 6.90% Add +3.8% 1,949,867 $309.4M
Caisse de depot et placement du Quebec 0.38% Reduce -21.0% 1,693,225 $268.6M
Menora Mivtachim Holdings LTD. 1.03% Reduce -3.7% 1,669,613 $264.9M
Osaic Holdings, Inc. 0.27% Reduce -4.9% 1,465,522 $232.6M
Jordan Park Group LLC 11.39% Add +3.3% 1,415,160 $224.5M
Meitav Investment House Ltd. 1.30% Reduce -23.2% 1,219,207 $193.4M
PGIM Custom Harvest LLC 2.28% Add +19.4% 1,148,086 $182.2M
Citigroup Inc. 0.08% Add +81.9% 1,105,268 $175.4M
Migdal Insurance & Financial Holdings Ltd. 1.05% Add +52.0% 1,033,549 $164.0M
Phoenix Financial Ltd. 1.09% Reduce -34.3% 1,004,740 $159.4M
Charles Schwab Investment Management Inc. 0.02% Reduce -0.4% 999,240 $158.5M
Tudor Investment Corporation 0.65% Add +890.4% 983,436 $156.0M
Jain Global LLC 1.84% New 910,460 $144.5M
Cetera Investment Advisers 0.12% Reduce -5.6% 819,649 $130.0M
Bank of Nova Scotia 0.19% Add +17.2% 796,960 $126.4M
Main Management Fund Advisors LLC 8.54% New 761,100 $120.8M
Nissay Asset Management Corp. /Japan 0.50% Reduce -72.2% 750,640 $119.1M
Agf Management Ltd. 0.45% Reduce -0.4% 722,959 $114.7M
Stifel Financial Corp. 0.09% Reduce -7.4% 713,602 $113.2M
Victory Capital Management Inc. 0.06% Add +6.5% 694,506 $110.2M
Neuberger Berman Group LLC 0.07% Reduce -7.2% 686,781 $109.0M
BNP Paribas Financial Markets 0.05% Reduce -54.0% 640,098 $101.6M
Renaissance Technologies 0.14% Add +585.2% 628,300 $99.7M
Rockefeller Capital Management L.P. 0.15% Add +5.8% 618,590 $98.1M
BlackRock, Inc. 0.00% Reduce -13.2% 581,605 $92.3M
Nwi Management LP 5.73% Add +2160.0% 565,000 $89.6M
Two Sigma Investments, LP 0.07% Add +286.4% 562,031 $89.2M
SRB Corp. 4.75% No change 556,818 $88.3M
HighTower Advisors, LLC 0.08% Add +4.2% 548,802 $87.1M
RiverFront Investment Group, LLC 1.10% Add +1.1% 526,676 $83.6M
Citadel Advisors 0.05% New 515,327 $81.8M
Northern Trust Corp. 0.01% Reduce -0.2% 485,006 $77.0M
Greenwood Gearhart LLC 3.54% Add +3.6% 479,226 $76.0M
Conservest Capital Advisors, Inc. 5.91% Reduce -0.7% 468,151 $74.3M
J.Safra Asset Management Corp 3.32% Add +1.7% 454,218 $72.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.44% Add +1326.8% 445,151 $70.6M
Healthcare of Ontario Pension Plan Trust Fund 0.10% Add +47.0% 440,900 $70.0M
Qube Research & Technologies Ltd 0.08% Reduce -23.1% 434,744 $69.0M
Natixis 0.32% Add +4.1% 419,940 $66.6M
Gerber Kawasaki Wealth & Investment Management 1.77% Add +7.7% 417,803 $66.3M
Farther Finance Advisors, LLC 0.51% Add +24.6% 407,509 $64.7M
US Bancorp \de 0.07% Reduce -11.7% 405,297 $64.3M
Mercer Global Advisors Inc. 0.08% Add +33.6% 386,532 $61.3M
Advisory Alpha, LLC 1.48% Add +0.9% 379,833 $60.3M
TD Waterhouse Canada Inc. 0.15% Add +22.8% 359,087 $57.3M
Commonwealth Equity Services, LLC 0.07% Reduce -3.1% 357,584 $56.7M
KCM Investment Advisors LLC 1.65% Add +7.0% 349,376 $55.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.17% Add +9.0% 340,013 $53.9M
Caption Management, LLC 1.96% New 338,498 $53.7M
Bank of Montreal 0.02% Reduce -29.8% 337,628 $53.6M
Capital Investment Advisors, LLC 0.70% Reduce -3.0% 335,320 $53.2M
Main Management LLC 3.52% Reduce -24.2% 330,667 $52.5M
Clal Insurance Enterprises Holdings Ltd 0.23% New 318,000 $50.5M
Cambridge Investment Research Advisors, Inc. 0.11% Reduce -7.0% 295,654 $46.9M
Jones Financial Companies LLLP 0.02% Add +13.5% 277,455 $44.5M
Wellspring Financial Advisors, LLC 2.88% Add +1.1% 275,344 $43.7M
Cerity Partners LLC 0.05% Add +1.7% 275,041 $43.6M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.75% No change 269,341 $42.7M
Baird Financial Group, Inc. 0.06% Add +11.3% 263,560 $41.8M
MAI Capital Management 0.16% Add +11.1% 263,099 $41.7M
Quantitative Investment Management, LLC 4.40% Add +231.0% 254,518 $40.4M
Assetmark, Inc. 0.07% Reduce -16.9% 248,542 $39.4M
Captrust Financial Advisors 0.06% Add +49.8% 248,509 $39.4M
University of Illinois Foundation 6.94% New 244,920 $38.9M
Krilogy Financial LLC 1.14% Reduce -1.3% 243,713 $38.7M
Sanctuary Advisors, LLC 0.17% Add +10.4% 235,348 $37.3M
Bluespring Wealth Management, LLC 0.71% Add +12023.3% 233,494 $37.0M
Wharton Business Group, LLC 1.23% Reduce -0.2% 232,139 $36.8M
Kingsview Wealth Management, LLC 0.44% Add +3.5% 229,299 $36.4M
Private Advisor Group, LLC 0.17% Reduce -17.9% 228,811 $36.3M
Volterra Technologies LP 23.26% Add +86.9% 227,969 $36.2M
SG Americas Securities, LLC 0.02% Add +120.7% 227,796 $36.1M
Sava Penzisko Drushtvo A.D. Skopje 9.60% Add +71.5% 177,500 $36.0M
Fifth Third Bancorp 0.06% Reduce -2.1% 219,080 $34.8M
PNC Financial Services Group, Inc. 0.02% Reduce -3.4% 213,270 $33.8M
MML Investors Services, LLC 0.07% Reduce -42.0% 211,065 $33.5M
Jane Street Group, LLC 0.02% Add +2.4% 205,926 $32.7M
Ayalon Insurance Comp Ltd. 3.97% Add +13.7% 204,009 $32.4M
Itau Unibanco Holding S.A. 0.63% New 202,434 $32.1M
CSM Advisors, LLC 0.68% New 202,041 $32.1M
BW Gestao de Investimentos Ltda. 0.77% No change 201,000 $31.9M
FMR LLC 0.00% Add +0.8% 200,648 $31.8M
Capital Fund Management S.A. 0.22% Reduce -26.1% 197,847 $31.4M
Makena Capital Management LLC 3.29% Add +13.4% 197,201 $31.3M
Nan Shan Life Insurance Co., Ltd. 0.97% No change 195,277 $31.0M
Peapack Gladstone Financial Corp. 0.35% Reduce -1.3% 194,090 $30.8M
Miller Investment Management, LP 2.79% Reduce -5.2% 192,381 $30.5M
NewEdge Advisors, LLC 0.09% Reduce -1.7% 192,131 $30.5M
Millennium Management 0.02% Reduce -68.5% 182,757 $29.0M
Biltmore Wealth Management, LLC 8.99% Add +3.9% 181,609 $28.8M
Spinnaker Trust 1.38% Reduce -2.6% 178,802 $28.4M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3.72% Reduce -27.7% 177,800 $28.2M
Westwood Holdings Group Inc. 0.21% New 175,306 $27.8M
Diversify Advisory Services, LLC 0.47% New 169,666 $27.7M
Diversify Wealth Management, LLC 0.47% Add +1973.4% 169,666 $27.7M
MMBG Investment Advisors Co. 2.17% Add +1.5% 173,104 $27.5M
SP Asset Management LLC 2.19% Add +0.0% 171,889 $27.3M
Means Investment Co., Inc. 2.05% Add +5.8% 170,810 $27.1M
Kwmg, LLC 1.93% Add +21.0% 168,085 $26.7M
Rothschild Capital Partners, LLC 5.71% Reduce -2.2% 167,229 $26.5M
Financial Advisory Corp 3.51% Reduce -4.1% 166,691 $26.4M
Concurrent Investment Advisors, LLC 0.22% Add +10.6% 164,960 $26.2M
American Financial Advisors, LLC 3.13% Add +2.3% 164,162 $26.0M
Equitable Holdings, Inc. 0.15% Reduce -19.0% 162,794 $25.8M
National Bank of Canada 0.02% Add +68.3% 161,620 $25.6M
Tamar Securities, LLC 2.31% Add +32.5% 155,324 $24.6M
Graham Capital Management, L.P. 0.95% Add +472.0% 155,000 $24.6M
IMZ Advisory Inc 7.68% Add +7.6% 152,784 $24.2M
Rockport Wealth LLC 4.07% Add +448.3% 152,748 $24.2M
Fisher Asset Management 0.01% Add +6.5% 152,137 $24.1M
Jefferies Financial Group Inc. 0.23% Add +21.6% 150,963 $24.0M
Corient Private Wealth LP 0.03% Reduce -31.3% 150,249 $23.8M
EP Wealth Advisors, LLC 0.09% Reduce -18.3% 148,494 $23.6M
Swan Global Investments, LLC 1.07% Add +0.2% 147,836 $23.5M
Kestra Advisory Services, LLC 0.07% Reduce -21.1% 146,252 $23.2M
Lighthouse Financial Services Inc. 4.87% Add +1.3% 145,176 $23.2M
Creative Planning 0.01% Add +2.3% 145,102 $23.0M
Ashton Thomas Private Wealth, LLC 0.48% Reduce -0.0% 144,201 $22.9M
Bellwether Advisors, LLC 3.34% Add +50.2% 142,132 $22.6M
Graves Light Lenhart Wealth, Inc. 2.09% Reduce -0.9% 141,334 $22.4M
Thrivent Financial for Lutherans 0.04% Reduce -20.3% 137,706 $21.8M
Susquehanna International Group, LLP 0.02% Add +35.6% 136,619 $21.7M
GTS Securities LLC 0.45% Add +14.3% 135,225 $21.5M
Wealth Enhancement Advisory Services, LLC 0.04% Add +13.0% 130,994 $21.1M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2.47% Reduce -0.7% 132,006 $20.9M
Point72 Asset Management 0.03% Reduce -24.9% 128,822 $20.4M
Trek Financial, LLC 1.01% Reduce -30.3% 127,631 $20.2M
DAVENPORT & Co LLC 0.10% Add +4.5% 126,203 $20.0M
IHT Wealth Management, LLC 0.43% Add +17.4% 125,999 $20.0M
Exchange Traded Concepts, LLC 0.10% Reduce -1.9% 124,861 $19.8M
Steward Partners Investment Advisory, LLC 0.10% Reduce -0.7% 124,604 $19.8M
United Capital Financial Advisors, LLC 0.11% Reduce -1.0% 123,423 $19.6M
Gotham Asset Management 0.05% Add +199.7% 123,460 $19.6M
Passaic Partners LLC 1.82% Add +1.2% 120,076 $19.1M
Mariner, LLC 0.02% Reduce -24.5% 119,974 $19.0M
HighPoint Advisor Group LLC 0.65% Add +1.3% 116,525 $18.5M
Peak Retirement Planning, Inc. 2.92% Add +36.2% 116,103 $18.4M
BTG Pactual Asset Management US LLC 1.39% Add +26.2% 115,762 $18.4M
Round Rock Advisors LLC 2.35% Add +6.6% 114,998 $18.2M
Scotia Capital Inc. 0.07% Add +14.4% 114,880 $18.2M
Blair William & Co. 0.05% Reduce -26.0% 113,200 $18.0M
Dakota Wealth Management 0.34% Add +1.2% 113,091 $17.9M
Concentric Capital Strategies, LP 1.10% Add +136.4% 113,079 $17.9M
First Interstate Bank 0.93% Reduce -1.9% 112,753 $17.9M
Clarity Financial LLC 1.49% Add +29.0% 110,053 $17.5M
Country Trust Bank 0.30% Reduce -0.0% 108,168 $17.2M
Cavalier Investments, LLC 6.30% Add +2210.2% 107,957 $17.1M
Oppenheimer Asset Management Inc. 0.18% Add +1.6% 107,935 $17.1M
Manufacturers Life Insurance Company, The 0.01% New 106,500 $16.9M
State Street Corp. 0.00% Reduce -90.6% 105,561 $16.7M
Hilltop Wealth Advisors, LLC 8.35% Add +9.0% 105,190 $16.7M
Integrated Wealth Concepts LLC 0.11% Add +0.7% 104,608 $16.6M
Analyst IMS Investment Management Services Ltd. 0.38% Reduce -0.0% 104,131 $16.5M
Allen Wealth Management, LLC 7.96% Add +7.3% 102,979 $16.3M
J.W. Cole Advisors, Inc. 0.28% Reduce -1.6% 101,960 $16.2M
Salomon & Ludwin, LLC 1.31% Reduce -0.9% 99,600 $15.9M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.95% No change 99,240 $15.7M
Bar Harbor Wealth Management 0.84% Reduce -19.1% 98,551 $15.6M
Perigon Wealth Management, LLC 0.24% Reduce -2.6% 95,670 $15.2M
Cibc World Market Inc. 0.03% Reduce -82.8% 95,439 $15.1M
Private Wealth Advisors, LLC 4.49% Add +42.9% 94,801 $15.0M
Valence8 US LP 4.93% New 93,378 $14.8M
Valmark Advisers, Inc. 0.16% Reduce -22.5% 93,043 $14.8M
Flagship Harbor Advisors, LLC 0.56% Add +300.0% 92,437 $14.7M
Brave Asset Management Inc. 3.08% Add +3.8% 90,815 $14.4M
Galvin, Gaustad & Stein, LLC 1.08% Add +895.9% 90,677 $14.4M
Keybank National Association 0.05% Add +1.9% 90,436 $14.3M
Balance Wealth Partners LLC 3.78% Reduce -3.1% 89,514 $14.2M
Robertson Stephens Wealth Management, LLC 0.34% Add +81.8% 88,280 $14.0M
Lowe Brockenbrough & Co. Inc. 0.62% Add +4.3% 87,807 $13.9M
Simon Quick Advisors, LLC 0.56% Reduce -1.9% 87,291 $13.8M
Asset Advisors Investment Management, LLC 1.26% Reduce -17.5% 86,271 $13.7M
Evolution Wealth Advisors, LLC 1.59% Reduce -25.7% 85,624 $13.6M
Old National Bancorp 0.26% Add +3.0% 82,366 $13.1M
Csenge Advisory Group 0.53% Add +4.5% 82,255 $13.1M
Stillwater Capital Advisors, LLC 1.31% Add +0.0% 81,153 $12.9M
Oppenheimer & Co. Inc. 0.14% Reduce -34.2% 80,952 $12.8M
Pathstone Holdings, LLC 0.04% Add +45.9% 80,275 $12.7M
Archon Partners LLC 1.35% New 80,000 $12.7M
Arkadios Wealth Advisors 0.19% Add +4.0% 79,762 $12.7M
AlphaCore Capital LLC 0.23% Add +32.1% 79,761 $12.7M
Lido Advisors, LLC 0.05% Add +10.6% 79,669 $12.6M
Spire Wealth Management 0.38% Reduce -3.2% 79,000 $12.5M
Allianz Asset Management GmbH 0.01% New 78,860 $12.5M
&partners 0.05% Add +1.5% 78,813 $12.5M
WealthCare Asset Management, LLC 5.10% New 76,906 $12.2M
Petredis Investment Advisors LLC 0.82% Add +0.3% 76,536 $12.1M
Compass Wealth Management, LLC 4.83% Add +3.4% 76,350 $12.1M
Eagle Wealth Strategies LLC 4.62% Add +5.5% 76,209 $12.1M
Pachira Investments Inc. 4.53% Add +10.1% 75,669 $12.0M
Keystone Global Partners, LLC 4.56% Add +15.0% 75,564 $12.0M
Quantinno Capital Management LP 0.01% Add +6.0% 75,300 $11.9M
Prosperity Consulting Group, LLC 0.45% Reduce -3.6% 75,277 $11.9M
Vickerman Investment Advisors, Inc. 2.29% Add +3.9% 74,387 $11.8M
Hobart Private Capital, LLC 2.01% Add +10.7% 74,022 $11.7M
Carnegie Investment Counsel 0.23% Reduce -3.6% 73,301 $11.6M
CMH Wealth Management LLC 1.76% Add +2.0% 72,630 $11.5M
Parkside Investments, LLC 1.27% Add +26.8% 72,224 $11.5M
O'shaughnessy Asset Management, LLC 0.05% Reduce -23.4% 70,487 $11.2M
Federation des caisses Desjardins du Quebec 0.03% Add +23.6% 70,434 $11.2M
Intrua Financial, LLC 1.06% Add +98.8% 70,388 $11.2M
Stonebridge Financial Group, LLC 1.53% — 69,664 $11.1M
WESPAC Advisors SoCal, LLC 1.97% Add +4.8% 69,416 $11.0M
Brookstone Capital Management 0.11% Add +15.5% 68,779 $10.9M
AQR Capital Management 0.00% Add +30.4% 68,459 $10.9M
Howard Capital Management Group, LLC 0.66% Reduce -0.5% 68,150 $10.8M
Measured Wealth Private Client Group, LLC 2.61% Reduce -44.4% 68,105 $10.8M
Symmetry Investments LP 1.20% Add +25.1% 67,957 $10.8M
WBH Advisory Inc. 0.72% Reduce -14.2% 67,750 $10.7M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -14.5% 67,655 $10.7M
Lebenthal Global Advisors, LLC 1.44% Reduce -0.1% 67,285 $10.7M
Arax Advisory Partners 0.07% Add +2110.2% 66,614 $10.6M
Martin & Co. Inc. 1.64% Reduce -0.3% 66,116 $10.5M
Winthrop Capital Management, LLC 2.50% Add +1.9% 65,145 $10.3M
Ameraudi Asset Management, Inc. 4.64% Add +49.3% 64,612 $10.3M
Strategic Advisory Partners, LLC 7.13% Add +7.1% 63,412 $10.1M
Park Avenue Securities LLC 0.06% Reduce -55.6% 63,237 $10.0M
Prudent Investors Network, Inc. 1.94% Add +9.0% 63,088 $10.0M
Toth Financial Advisory Corp. 0.96% Add +1.5% 62,038 $9.8M
Squarepoint Ops LLC 0.02% Reduce -69.5% 61,544 $9.8M
Prestige Wealth Management Group LLC 1.77% Add +0.5% 61,524 $9.8M
IFP Advisors, Inc 0.18% Reduce -9.2% 61,149 $9.7M
Capital Investment Counsel, LLC 1.20% Add +1.8% 61,096 $9.7M
Flow Traders U.S. LLC 0.40% Add +1382.3% 61,084 $9.7M
Atria Investments, Inc 0.10% Add +1.1% 60,500 $9.6M
Cairn Investment Group, Inc. 4.23% New 60,400 $9.6M
Estate Counselors, LLC 0.82% Reduce -38.9% 60,353 $9.6M
Waverly Advisors, LLC 0.06% Reduce -4.0% 60,054 $9.5M
Meridian Wealth Management, LLC 0.30% Add +9.9% 59,932 $9.5M
High Note Wealth, LLC 1.61% Reduce -4.6% 59,664 $9.5M
Allred Capital Management, LLC 3.10% Add +7.1% 59,394 $9.4M
Constitution Capital LLC 4.83% Reduce -1.8% 59,280 $9.4M
Sage Capital Advisors,llc 1.95% Reduce -0.3% 59,226 $9.4M
Journey Advisory Group, LLC 0.70% Add +7.1% 57,962 $9.2M
Arta Finance Wealth Management LLC 3.88% Reduce -2.2% 57,207 $9.1M
First Merchants Corp. 0.32% Reduce -1.1% 57,124 $9.1M
Advisory Services Network, LLC 0.10% Reduce -17.1% 56,875 $9.0M
Corecam Pte. Ltd. 3.40% New 56,550 $9.0M
Castleark Management LLC 0.24% No change 56,130 $8.9M
TCV Trust & Wealth Management, Inc. 0.67% Add +0.8% 55,859 $8.9M
Lyell Wealth Management, LP 0.54% Add +1.8% 55,725 $8.8M
Forbes J M & Co. LLP 0.68% No change 54,169 $8.6M
Independence Wealth Advisors, LLC 4.25% Add +126.2% 53,394 $8.5M
Commerce Bank 0.04% Reduce -1.3% 53,039 $8.4M
Coastal Bridge Advisors, LLC 0.52% Add +7.9% 52,966 $8.4M
Madison Asset Management, LLC 0.10% New 52,330 $8.3M
Cullen Capital Management, LLC 0.08% Add +596.7% 51,416 $8.2M
Premier Path Wealth Partners, LLC 0.94% Reduce -5.7% 51,369 $8.2M
Bank Hapoalim BM 0.55% Reduce -17.8% 50,796 $8.1M
Foronjy Financial LLC 2.94% Add +4.5% 50,354 $8.0M
Orange Investment Advisors, Inc. 0.97% Reduce -0.5% 50,164 $8.0M
Centaurus Financial, Inc. 0.31% Add +0.3% 50,081 $7.9M
CreativeOne Wealth, LLC 0.17% Reduce -3.4% 50,079 $7.9M
McKinley Carter Wealth Services, Inc. 0.41% Reduce -8.6% 49,914 $7.9M
Chemung Canal Trust Co. 1.46% Add +41.3% 49,795 $7.9M
Essex LLC 1.20% Add +3.0% 49,769 $7.9M
Founders Financial Securities LLC 0.40% Reduce -48.5% 49,506 $7.9M
Stratos Wealth Partners, LTD. 0.08% Reduce -26.9% 49,466 $7.8M
Talon Private Wealth, LLC 0.91% Add +23.4% 49,094 $7.8M
J. Goldman & Co LP 0.27% New 48,650 $7.7M
BigSur Wealth Management LLC 1.84% Add +10.1% 48,203 $7.6M
Western Wealth Management, LLC 0.25% Reduce -15.0% 47,904 $7.6M
Horizon Investments, LLC 0.08% Reduce -58.8% 47,495 $7.5M
Keebeck Wealth Management 0.73% Reduce -2.6% 47,412 $7.5M
Harbour Investments, Inc. 0.10% Add +14.8% 47,406 $7.5M
Beacon Pointe Advisors, LLC 0.03% Reduce -53.4% 47,304 $7.5M
Larch Capital Partners LLC 1.06% New 46,903 $7.4M
3EDGE Asset Management, LP 0.33% Add +44.4% 46,628 $7.4M
Banco Santander, S.A. 0.05% Reduce -6.8% 46,177 $7.3M
Gladstone Institutional Advisory LLC 0.23% Add +44.1% 45,869 $7.3M
One Wealth Map LLC 3.36% Add +7.3% 43,386 $7.2M
Patten & Patten Inc. 0.38% Add +0.6% 45,450 $7.2M
Annex Advisory Services, LLC 0.12% Reduce -3.9% 44,670 $7.1M
Independent Financial Group, LLC 0.13% Reduce -0.9% 44,496 $7.1M
Sigma Planning Corp 0.18% Reduce -17.5% 44,434 $7.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.17% Add +115.7% 44,115 $7.0M
Tocqueville Asset Management L.P. 0.09% Reduce -14.7% 43,761 $6.9M
Pinnacle Financial Partners, Inc. 0.05% Add +18.8% 43,721 $6.9M
Fifth Third Securities, Inc. 0.39% Reduce -0.4% 43,406 $6.9M
Summit Financial, LLC 0.08% Add +31.9% 43,394 $6.9M
Procyon Advisors, LLC 0.29% Add +13.7% 42,746 $6.8M
Marshall Wace, LLP 0.01% New 42,480 $6.7M
Evercore Wealth Management, LLC 0.09% Reduce -1.5% 42,267 $6.7M
Hancock Whitney Corp. 0.11% Reduce -16.4% 42,165 $6.7M
Peterson Wealth Management 3.12% Add +4.7% 42,142 $6.7M
Baltimore-Washington Financial Advisors, Inc. 0.25% Reduce -4.5% 42,120 $6.7M
Stockman Wealth Management, Inc. 0.68% Add +5.5% 41,697 $6.6M
TritonPoint Partners, LLC 0.54% New 41,392 $6.6M
Granite Harbor Advisors, Inc. 2.62% Add +2.3% 41,321 $6.6M
Tritonpoint Wealth, LLC 0.64% Reduce -10.6% 41,245 $6.5M
Mather Group, Llc. 0.06% Add +2704.5% 41,086 $6.5M
Econ Financial Services Corp 3.05% Add +10.2% 41,080 $6.5M
Warren Street Wealth Advisors, LLC 1.47% Reduce -0.3% 41,050 $6.5M
Woodmont Investment Counsel LLC 0.36% Add +2.3% 40,994 $6.5M
Busey Bank 0.16% Reduce -0.0% 40,954 $6.5M
Cornerstone Wealth Group, LLC 0.39% Add +22.1% 40,928 $6.5M
Foundations Investment Advisors, LLC 0.07% Add +37.5% 40,414 $6.4M
5th Street Advisors, LLC 2.47% Add +7.5% 40,203 $6.4M
Bonfire Financial 4.09% Add +4.2% 40,088 $6.4M
SCP Investment, LP 5.85% Add +300.0% 40,000 $6.3M
Integrated Advisors Network LLC 0.29% Reduce -22.6% 39,922 $6.3M
Maven Securities LTD 0.44% Reduce -19.5% 39,753 $6.3M
Cannon Advisors, Inc. 3.79% New 39,356 $6.2M
Westside Investment Management, Inc. 0.82% Add +4.7% 39,260 $6.2M
Delos Wealth Advisors, LLC 3.16% Add +5.7% 38,756 $6.1M
ES4, LLC 3.19% Add +31.7% 38,218 $6.1M
Brown Brothers Harriman & Co. 0.03% Reduce -0.1% 37,854 $6.0M
Cooksen Wealth, LLC 3.78% Add +4.6% 37,791 $6.0M
Larson Financial Group LLC 0.16% Add +364.5% 37,542 $6.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -58.1% 37,500 $5.9M
Nvwm, LLC 1.20% Reduce -3.0% 37,469 $5.9M
Fiduciary Group, LLC 0.46% Add +1.4% 37,333 $5.9M
Merit Financial Group, LLC 0.04% Reduce -23.1% 37,289 $5.9M
Vise Technologies, Inc. 0.07% Add +372.1% 37,150 $5.9M
Prospera Financial Services Inc 0.09% Add +38.5% 36,908 $5.9M
Black Swift Group, LLC 0.84% Reduce -5.7% 36,802 $5.8M
Sharper & Granite LLC 1.78% Reduce -0.9% 36,275 $5.8M
Pinnacle Associates Ltd. 0.06% Reduce -1.2% 36,241 $5.7M
Apollon Financial, LLC 0.68% Add +4.8% 36,185 $5.7M
Fortis Group Advisors, LLC 0.92% Add +220.3% 36,110 $5.7M
Cary Street Partners Financial LLC 0.13% Reduce -1.2% 36,041 $5.7M
Union Bancaire Privee, UBP SA 0.06% Add +50.9% 35,568 $5.7M
Balyasny Asset Management L.P. 0.01% New 35,892 $5.7M
Financial Freedom, LLC 2.59% Reduce -3.0% 35,507 $5.6M
Courier Capital LLC 0.28% Add +5.3% 35,505 $5.6M
Spahn Wealth & Retirement LLC 3.62% New 35,452 $5.6M
10Elms LLP 2.52% Add +2.9% 35,447 $5.6M
Simplicity Wealth,LLC 0.19% Add +148.5% 35,066 $5.6M
Vaughan David Investments LLC 0.11% Add +0.3% 34,992 $5.6M
Venturi Wealth Management, LLC 0.21% Add +24.7% 34,682 $5.5M
TCP Asset Management, LLC 0.62% Reduce -7.2% 34,604 $5.5M
Wealthfront Advisers LLC 0.01% Add +3.6% 34,392 $5.5M
Prime Capital Investment Advisors, LLC 0.05% Reduce -7.8% 34,223 $5.4M
Simmons Bank 0.31% Reduce -2.6% 34,182 $5.4M
Magnus Financial Group LLC 0.39% Add +1.1% 34,168 $5.4M
Obermeyer Wealth Partners 0.22% Reduce -1.4% 33,946 $5.4M
Elevation Point Wealth Partners, LLC 0.10% Add +2.3% 33,804 $5.4M
Occidental Asset Management, LLC 0.53% Add +272.6% 33,676 $5.3M
Herbst Group, LLC 2.90% Add +0.0% 33,587 $5.3M
Surience Private Wealth LLC 4.68% New 33,514 $5.3M
Certuity, LLC 0.26% Reduce -0.1% 33,453 $5.3M
Bank of New York Mellon Corp 0.00% Add +4.4% 33,424 $5.3M
Benjamin Edwards Inc. 0.05% Reduce -46.9% 33,415 $5.3M
Fourth Dimension Wealth, LLC 1.65% Add +2.5% 32,911 $5.2M
Kennicott Capital Management LLC 2.42% Add +0.6% 32,889 $5.2M
HB Wealth Management, LLC 0.03% Add +4.2% 32,869 $5.2M
Algorithmic Investment Models, LLC 6.03% Reduce -12.3% 32,840 $5.2M
Wealthedge Investment Advisors, LLC 1.77% Reduce -19.6% 32,790 $5.2M
Axxcess Wealth Management, LLC 0.08% Reduce -5.3% 32,730 $5.2M
World Investment Advisors 0.09% Reduce -18.4% 34,703 $5.2M
Twin Focus Capital Partners, LLC 0.52% No change 32,269 $5.1M
Bleakley Financial Group, LLC 0.07% Reduce -5.2% 32,169 $5.1M
Frisch Financial Group, Inc. 0.87% Reduce -5.3% 32,117 $5.1M
Midwest Trust Co 0.06% Reduce -6.4% 31,929 $5.1M
Ausdal Financial Partners, Inc. 0.20% Add +51.5% 31,768 $5.0M
Level Four Advisory Services, LLC 0.14% Add +1.9% 31,722 $5.0M
Sound View Wealth Advisors Group, LLC 0.31% Add +0.6% 31,479 $5.0M
Stephens Inc. 0.06% Reduce -0.9% 31,358 $5.0M
XTX Topco Ltd 0.06% Reduce -37.2% 30,774 $4.9M
Crew Capital Management, Ltd 2.66% Add +5.4% 30,619 $4.9M
Theory Financial LLC 1.53% Reduce -31.6% 30,610 $4.9M
Montag A & Associates Inc. 0.20% Add +2.7% 30,534 $4.8M
Wealthspire Advisors, LLC 0.03% Add +73.7% 30,502 $4.8M
Pallas Capital Advisors LLC 0.15% Add +3.2% 30,235 $4.8M
Sowell Financial Services LLC 0.16% Reduce -9.2% 30,090 $4.8M
Cresset Asset Management, LLC 0.02% Reduce -7.5% 30,040 $4.8M
Kestra Private Wealth Services, LLC 0.05% Reduce -4.3% 29,885 $4.7M
M&T Bank Corp 0.01% Add +1.7% 29,861 $4.7M
First Trust Advisors LP 0.00% Add +2.7% 29,506 $4.7M
RFG Advisory, LLC 0.07% Add +27.9% 29,484 $4.7M
Brevan Howard Capital Management LP 0.07% New 29,452 $4.7M
Smith Chas P & Associates Pa Cpas 0.23% Reduce -3.3% 29,068 $4.6M
Insigneo Advisory Services, LLC 0.17% Add +52.0% 28,946 $4.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -86.0% 28,630 $4.5M
Silphium Asset Management Ltd 1.53% Add +10.4% 28,595 $4.5M
Advisory Resource Group 0.68% Add +3.8% 28,588 $4.5M
PeakShares LLC 3.36% Add +9.5% 28,491 $4.5M
Stonebridge Financial Group, LLC 0.34% Add +7.2% 28,355 $4.5M
Everstar Asset Management, LLC 2.17% Add +61.0% 28,336 $4.5M
Cercano Management LLC 0.60% Reduce -79.9% 28,280 $4.5M
Silver Coast Investments LLC 1.32% Add +4.7% 27,842 $4.4M
CacheTech Inc. 0.71% Add +8.2% 27,816 $4.4M
Innealta Capital, LLC 2.34% No change 27,675 $4.4M
SteelPeak Wealth, LLC 0.11% Add +103.3% 27,492 $4.4M
Bay Rivers Group 1.49% Add +3.7% 27,434 $4.4M
Nelson Capital Management, LLC 0.48% Add +4.4% 27,406 $4.3M
MBA Advisors LLC 1.48% Add +13.3% 27,326 $4.3M
Benedict Financial Advisors Inc. 0.84% No change 27,148 $4.3M
Choate Investment Advisors 0.08% Reduce -16.0% 26,958 $4.3M
Trilogy Capital Inc. 0.16% Reduce -87.7% 26,645 $4.2M
Dorsey & Whitney Trust CO LLC 0.21% Reduce -1.7% 26,619 $4.2M
Riverpoint Wealth Management Holdings, LLC 0.78% Reduce -0.5% 26,612 $4.2M
First Financial Bank - Trust Division 0.30% Add +8.1% 26,415 $4.2M
FPC Investment Advisory, Inc. 1.98% Add +8.6% 26,010 $4.2M
Adams Wealth Management 0.80% Add +2.5% 26,357 $4.2M
AE Wealth Management LLC 0.02% Add +71.1% 26,330 $4.2M
Mutual Advisors, LLC 0.08% Add +13.3% 26,286 $4.2M
Biondo Investment Advisors, LLC 0.51% Add +4.0% 26,217 $4.2M
Sepio Capital, LP 0.21% Reduce -4.1% 26,202 $4.2M
Empowered Funds, LLC 0.02% New 26,139 $4.1M
Marex Group Ltd 0.03% Add +37.4% 26,113 $4.1M
Darwin Wealth Management, LLC 1.13% Add +3.8% 26,069 $4.1M
MSH Capital Advisors LLC 0.71% Add +40.5% 25,780 $4.1M
Hilltop Holdings Inc. 0.33% Add +0.8% 25,735 $4.1M
Syon Capital LLC 0.18% Add +7.8% 25,563 $4.1M
Jacobi Capital Management LLC 0.20% Add +4.8% 25,256 $4.0M
Choreo, LLC 0.04% Add +4.8% 25,252 $4.0M
LightSquare Wealth Management, LLC 2.76% Reduce -6.0% 25,226 $4.0M
GeoWealth Management, LLC 0.13% Reduce -17.3% 25,150 $4.0M
Prudential PLC 0.03% New 25,150 $4.0M
BNC Wealth Management, LLC 0.96% New 25,135 $4.0M
Telos Capital Management, Inc. 0.35% New 25,108 $4.0M
Colton Groome Financial Advisors, LLC 0.96% Add +3.1% 25,041 $4.0M
Massachusetts Wealth Management 1.50% Add +3.7% 24,809 $3.9M
One Day In July LLC 0.27% Add +5.6% 24,807 $3.9M
Clear Creek Financial Management, LLC 0.25% Add +227.8% 24,721 $3.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.19% Add +15.0% 24,632 $3.9M
Money Concepts Capital Corp. 0.18% Reduce -88.2% 24,533 $3.9M
VestGen Advisors, LLC 0.11% Add +2.4% 24,517 $3.9M
Innova Wealth Partners 1.61% Add +1463.5% 24,516 $3.9M
Corecam AG 3.31% New 24,425 $3.9M
Arch Global Advisors, LLC 1.70% New 24,215 $3.8M
New Wave Wealth Advisors LLC 1.05% Add +38.5% 24,158 $3.8M
Orion Porfolio Solutions, LLC 0.03% Reduce -21.8% 24,122 $3.8M
Jackson, Grant Investment Advisers, Inc. 1.19% Reduce -0.1% 24,067 $3.8M
Markin Asset Management, LP 3.26% Add +35.8% 24,041 $3.8M
Prospect Financial Services LLC 1.93% Add +28.4% 23,956 $3.8M
Connecticut Wealth Management, LLC 0.14% Add +3.5% 23,669 $3.8M
Tandem Investment Partners LLC 2.89% Add +7.8% 23,650 $3.8M
AMG National Trust Bank 0.08% Reduce -29.1% 23,597 $3.7M
Manhattan West Asset Management, LLC 0.62% Add +18.8% 23,431 $3.7M
Spinnaker Investment Group, LLC 0.60% Add +10.4% 23,425 $3.7M
Dynamic Advisor Solutions LLC 0.11% Reduce -11.6% 23,302 $3.7M
New England Private Wealth Advisors LLC 0.36% Reduce -7.1% 22,696 $3.7M
Verus Capital Partners, LLC 0.20% Add +65.6% 23,172 $3.7M
Primoris Wealth Advisors, LLC 1.68% Add +1006.8% 23,166 $3.7M
Brandywine Oak Private Wealth LLC 0.28% Reduce -4.8% 23,128 $3.7M
MTM Investment Management, LLC 1.04% Add +1.1% 23,006 $3.7M
Deltec Asset Management LLC 0.54% Reduce -35.2% 23,000 $3.6M
Integrity Alliance, Llc. 0.11% Add +51.1% 22,778 $3.6M
Credit Agricole S A 0.01% Add +1.3% 22,755 $3.6M
Focus Financial Network, Inc. 0.11% Reduce -7.1% 22,706 $3.6M
Embree Financial Group 0.36% Reduce -7.2% 22,670 $3.6M
Savant Capital, LLC 0.01% Add +184.1% 23,094 $3.6M
IFG Advisory, LLC 0.13% New 22,615 $3.6M
Laraway Financial Advisors Inc 2.15% Reduce -0.3% 22,377 $3.6M
Howe & Rusling Inc. 0.21% Add +29.4% 22,321 $3.5M
Kovack Advisors, Inc. 0.17% Reduce -7.3% 22,216 $3.5M
Ferguson Wellman Capital Management, Inc. 0.04% Add +0.3% 22,193 $3.5M
Bfsg, LLC 0.31% Reduce -5.5% 22,157 $3.5M
Nwam LLC 0.18% Add +127.3% 22,154 $3.5M
Maxele Advisors, LLC 2.45% — 22,132 $3.5M
Johnson Investment Counsel Inc. 0.03% Add +3.6% 22,106 $3.5M
Apella Capital, LLC 0.05% Reduce -3.1% 21,312 $3.5M
Global Retirement Partners, LLC 0.05% — 22,074 $3.5M
Belpointe Asset Management LLC 0.11% Add +1.3% 21,971 $3.5M
Glenmede Trust Co. NA 0.02% Reduce -24.1% 21,972 $3.5M
Cresta Advisors, Ltd. 1.25% Add +10.3% 21,929 $3.5M
Flagship Private Wealth, LLC 1.23% Add +1.3% 21,919 $3.5M
Pettinga Financial Advisors LLC 0.56% Add +156.4% 21,894 $3.5M
Allworth Financial LP 0.01% Reduce -11.1% 21,775 $3.5M
Natixis Advisors, LLC 0.00% Reduce -2.5% 21,723 $3.4M
Sender Co & Partners, Inc. 1.45% Reduce -71.6% 21,613 $3.4M
Butensky & Cohen Financial Security, Inc. 0.85% Add +5.0% 21,568 $3.4M
RPg Family Wealth Advisory, LLC 0.57% Add +17.6% 21,526 $3.4M
James Investment Research, Inc. 0.34% Add +5.0% 21,252 $3.4M
HBW Advisory Services LLC 0.30% Add +12.9% 21,244 $3.4M
Sequoia Financial Advisors, LLC 0.02% Reduce -25.8% 21,213 $3.4M
Pine Valley Investments Ltd Liability Co 0.14% Add +5.4% 21,178 $3.4M
Marion Wealth Management 0.68% Add +2.4% 21,151 $3.4M
Capstone Wealth Management Group, Inc. 2.02% — 21,134 $3.4M
Elk River Wealth Management LLC 0.53% Add +396.1% 21,131 $3.4M
Odyssey Capital Advisors, Inc. 2.40% Add +3.0% 21,082 $3.3M
First Horizon Corp. 0.13% Reduce -19.1% 21,016 $3.3M
Horizon Financial Services, LLC 1.28% Add +7.8% 20,971 $3.3M
Apollon Wealth Management, LLC 0.04% Reduce -12.1% 20,937 $3.3M
Farmers & Merchants Trust Co of Chambersburg PA 0.84% Add +1.1% 20,932 $3.3M
Ameritas Advisory Services, LLC 0.07% Add +120.2% 20,916 $3.3M
PCG Asset Management, LLC 2.37% Reduce -0.1% 20,849 $3.3M
NTV Asset Management LLC 0.32% Reduce -9.6% 20,845 $3.3M
Leuthold Group, LLC 0.33% Reduce -2.5% 20,834 $3.3M
PFG Advisors 0.17% Reduce -8.0% 20,814 $3.3M
Atlas Capital Advisors Inc. 0.36% Reduce -23.5% 20,788 $3.3M
CWC Advisors, LLC. 1.46% Reduce -3.1% 20,702 $3.3M
Bartlett & Co. Wealth Management LLC 0.04% No change 20,670 $3.3M
One Charles Private Wealth Services, LLC 0.76% Add +0.2% 20,638 $3.3M
Risk Paradigm Group, LLC 2.57% Add +19.1% 20,629 $3.3M
Transamerica Financial Advisors, LLC 0.28% Reduce -29.0% 20,623 $3.3M
Clark Financial Services Group Inc. 1.54% Add +0.4% 20,521 $3.3M
Sierra Capital LLC 0.31% Add +14.1% 20,441 $3.2M
BOCHK Asset Management Ltd 0.51% New 20,440 $3.2M
Zullo Investment Group, Inc. 1.11% Reduce -2.6% 20,430 $3.2M
Joseph P. Lucia & Associates, LLC 0.97% Reduce -0.6% 20,408 $3.2M
Snowden Capital Advisors LLC 0.08% Add +13.7% 20,407 $3.2M
Bessemer Group Inc. 0.00% Reduce -12.2% 20,362 $3.2M
Canton Hathaway, LLC 0.62% Add +5.7% 20,246 $3.2M
Whittier Trust Co. of Nevada Inc. 0.06% No change 19,533 $3.2M
Boltwood Capital Management 0.73% Add +3.9% 20,178 $3.2M
D.A. Davidson & Co. 0.02% Reduce -2.7% 20,103 $3.2M
JFS Wealth Advisors, LLC 0.16% Add +1.5% 20,004 $3.2M
Haverford Trust Co 0.03% Reduce -1.3% 19,954 $3.2M
Bank of Marin 2.20% No change 19,872 $3.2M
Juno Financial Group LLC 1.12% Add +1.4% 19,848 $3.1M
Harrell Investment Partners, LLC 0.68% Reduce -2.2% 19,832 $3.1M
Cushing Capital Partners, LLC 2.16% Add +20.6% 19,808 $3.1M
Marble Wealth, LLC 0.48% Add +780.0% 19,782 $3.1M
Principle Wealth Partners LLC 0.15% Add +0.7% 19,682 $3.1M
Regal Investment Advisors LLC 0.16% Reduce -3.0% 19,602 $3.1M
Badgley Phelps Wealth Managers, LLC 0.05% Reduce -0.7% 19,556 $3.1M
Pinnacle Wealth Management Group, Inc. 1.44% Add +1.6% 19,464 $3.1M
CMG Global Holdings, LLC 1.31% Add +1.3% 19,412 $3.1M
MontVue Capital Management, Inc. 1.76% Reduce -4.3% 19,325 $3.1M
Rockingstone Advisors LLC 1.23% Reduce -17.3% 19,305 $3.1M
Rockland Trust Co. 0.12% Add +15.3% 19,304 $3.1M
Tidal Investments LLC 0.01% Add +285.8% 19,290 $3.1M
Mgo One Seven LLC 0.05% Reduce -15.5% 19,290 $3.1M
Perennial Investment Advisors, LLC 0.20% Add +9.3% 19,243 $3.1M
Atlantic Union Bankshares Corp 0.05% Reduce -10.3% 19,237 $3.1M
SageGuard Financial Group, LLC 0.43% Reduce -5.2% 19,233 $3.1M
Associated Banc-Corp 0.07% Reduce -3.0% 19,231 $3.1M
Future Financial Wealth Managment LLC 1.90% Add +4.7% 18,833 $3.0M
Allspring Global Investments Holdings, LLC 0.00% Add +23.6% 19,041 $3.0M
Weil Company, Inc. 0.53% New 19,127 $3.0M
Chesapeake Wealth Management 0.85% Add +5.3% 19,061 $3.0M
Quattro Financial Advisors LLC 0.64% Reduce -13.5% 19,003 $3.0M
Knollwood Investment Advisory, LLC 0.27% No change 18,830 $3.0M
Mechanics Bank Trust Department 0.37% Reduce -8.1% 18,829 $3.0M
NewEdge Wealth, LLC 0.03% Add +1.0% 18,680 $3.0M
Nations Financial Group Inc, /Ia/ 0.14% Reduce -2.5% 18,652 $3.0M
Performance Wealth Partners, LLC 0.07% Reduce -12.6% 18,611 $3.0M
Financial Discovery Group Inc. 6.26% Add +4.2% 18,508 $2.9M
FIL Ltd 0.00% Reduce -1.5% 18,471 $2.9M
McGuire Investment Group, LLC 0.26% Add +2.4% 18,400 $2.9M
Meridian Investment Counsel Inc. 0.62% Reduce -0.6% 18,205 $2.9M
Two Sigma Securities, LLC 0.25% Reduce -10.9% 18,174 $2.9M
Next Capital Management LLC 0.77% Reduce -0.1% 17,990 $2.9M
Wealthcare Advisory Partners LLC 0.05% Add +3.7% 17,958 $2.8M
Highland Capital Management, LLC 0.13% Reduce -8.0% 17,882 $2.8M
Channel Wealth LLC 0.64% Reduce -15.6% 17,878 $2.8M
Cary Street Partners Investment Advisory LLC 0.57% Add +0.1% 17,764 $2.8M
Moulton Wealth Management, Inc. 1.85% New 17,682 $2.8M
Wedbush Securities Inc. 0.07% Reduce -0.6% 17,685 $2.8M
WealthCare Investment Partners, LLC 0.68% Reduce -11.4% 17,528 $2.8M
HSBC Holdings PLC 0.00% Reduce -76.8% 17,489 $2.8M
DRW Securities, LLC 0.16% New 17,388 $2.8M
Avalon Trust Co 0.17% No change 17,383 $2.8M
ARS Investment Partners, LLC 0.12% Add +1.4% 17,107 $2.7M
Crestwood Advisors Group, LLC 0.04% Reduce -5.6% 17,096 $2.7M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -23.2% 17,046 $2.7M
Retireful, LLC 2.52% New 17,039 $2.7M
Sandler Capital Management 1.60% Add +138.8% 17,034 $2.7M
SMI Advisory Services, LLC 0.43% Add +112.6% 16,450 $2.7M
Summit Trail Advisors, LLC 0.03% Reduce -9.5% 16,723 $2.7M
Stegent Equity Advisors, Inc. 1.89% New 16,644 $2.6M
Arete Wealth Advisors, LLC 0.17% Add +39.2% 16,576 $2.6M
AlTi Global, Inc. 0.05% Reduce -47.2% 16,532 $2.6M
Aventus Investment Advisors, Inc. 1.92% Reduce -0.4% 16,513 $2.6M
Hartford Financial Management Inc. 0.58% Add +5386.7% 16,460 $2.6M
Columbus Macro, LLC 0.25% Add +0.7% 16,431 $2.6M
Capital Investment Advisory Services, LLC 0.16% Reduce -34.3% 16,315 $2.6M
Weatherly Asset Management L. P. 0.18% Reduce -7.1% 16,251 $2.6M
RiverGlades Family Offices LLC 1.17% Add +1.2% 16,104 $2.6M
Centennial Bank 0.82% Add +21.4% 16,068 $2.5M
Rwa Wealth Partners, LLC 0.02% Add +74.1% 16,025 $2.5M
Great Valley Advisor Group, Inc. 0.04% Reduce -1.4% 16,012 $2.5M
Flagship Capital Management Inc. 1.60% Add +0.1% 15,996 $2.5M
January Capital Advisors LLC 2.11% Add +123.0% 15,937 $2.5M
United Asset Strategies, Inc. 0.18% Add +4.9% 15,912 $2.5M
Salem Investment Counselors Inc. 0.06% Reduce -1.1% 15,869 $2.5M
SBI Okasan Asset Management Co.Ltd. 0.08% New 15,620 $2.5M
Cornerstone National Bank & Trust Co 0.85% Reduce -4.1% 15,706 $2.5M
WealthPLAN Partners, LLC 0.48% Add +1.8% 15,770 $2.5M
EPG Wealth Management LLC 0.60% Reduce -0.4% 15,760 $2.5M
Intellectus Partners, LLC 0.43% Add +30.7% 15,686 $2.5M
Trust Co 0.22% Reduce -3.8% 15,602 $2.5M
Sfmg, LLC 0.15% Add +1.2% 15,514 $2.5M
Fairvoy Private Wealth, LLC 0.50% Reduce -73.8% 15,482 $2.5M
Cabana LLC 18.48% Reduce -1.6% 15,451 $2.5M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Reduce -64.9% 15,446 $2.5M
Realta Investment Advisors 0.76% Add +23.6% 15,390 $2.4M
Colony Family Offices, LLC 0.53% No change 15,318 $2.4M
Cullen/Frost Bankers, Inc. 0.02% Reduce -17.8% 15,238 $2.4M
Ball & Co Wealth Management Inc. 1.71% New 15,235 $2.4M
Sequent Planning LLC 0.52% Add +9.6% 15,233 $2.4M
Trivium Point Advisory, LLC 0.22% New 15,209 $2.4M
Kanawha Capital Management LLC 0.16% No change 15,208 $2.4M
Transcend Capital Advisors, LLC 0.16% Add +8.4% 15,197 $2.4M
NorthRock Partners, LLC 0.04% Reduce -60.7% 15,193 $2.4M
St. Johns Investment Management Company, LLC 0.91% Add +9.6% 15,169 $2.4M
Morton Community Bank 0.49% Reduce -0.2% 15,159 $2.4M
StoneX Group Inc. 0.10% Add +68.8% 15,310 $2.4M
Vestmark Advisory Solutions, Inc. 0.02% Add +20.4% 15,118 $2.4M
Hansen & Associates Financial Group, Inc. 1.37% Add +18.7% 14,730 $2.4M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +135.2% 15,000 $2.4M
Calton & Associates, Inc. 0.35% Reduce -46.5% 14,920 $2.4M
Strategic Blueprint, LLC 0.12% Add +7.2% 14,846 $2.4M
Stratos Wealth Advisors, LLC 0.13% Add +1.9% 14,769 $2.3M
Windsor Capital Management, LLC 0.61% Add +0.9% 14,690 $2.3M
UNIVEST FINANCIAL Corp 0.11% Add +7.7% 14,671 $2.3M
Okabena Investment Services Inc. 0.41% Add +2.1% 14,588 $2.3M
Wilson & Boucher Capital Management, LLC 1.36% Reduce -3.0% 14,554 $2.3M
Encompass More Asset Management 0.34% New 14,541 $2.3M
Wealthspire Retirement, LLC 0.13% Reduce -0.5% 14,535 $2.3M
Group One Trading LLC 0.07% New 14,494 $2.3M
Chemistry Wealth Management LLC 0.37% Reduce -0.5% 14,490 $2.3M
Signature Estate & Investment Advisors LLC 0.04% Reduce -96.2% 14,450 $2.3M
Wall Capital Group, Inc. 1.88% New 14,448 $2.3M
Berger Financial Group, Inc 0.12% Add +0.1% 14,390 $2.3M
Crews Bank & Trust 0.30% Reduce -1.2% 14,271 $2.3M
Relyea Zuckerberg Hanson LLC 0.19% New 14,070 $2.2M
Atlatl Advisers LLC 0.53% New 14,012 $2.2M
Fore Capital, LLC 7.01% New 14,000 $2.2M
ExodusPoint Capital Management, LP 0.02% New 13,931 $2.2M
Straightline Group LLC 1.04% New 13,910 $2.2M
Cypress Capital Group 0.21% Add +1.5% 13,853 $2.2M
Capital Investment Counsel, Inc 0.23% Reduce -1.1% 13,767 $2.2M
Moneta Group Investment Advisors LLC 0.02% Add +5.0% 13,720 $2.2M
Miramontes Capital, LLC 0.68% Add +7.0% 13,713 $2.2M
Red Crane Wealth Management, LLC 1.59% Add +3.5% 13,667 $2.2M
First Bancorp, Inc 0.86% No change 13,660 $2.2M
Clarus Wealth Advisors 0.83% Add +11.4% 13,315 $2.2M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -4.3% 13,562 $2.2M
Seeds Investor LLC 0.22% New 13,558 $2.2M
Advyzon Investment Management, LLC 0.16% Reduce -9.1% 13,500 $2.1M
Narus Financial Partners, LLC 0.55% Add +6.7% 13,498 $2.1M
CoreCap Advisors, LLC 0.06% Reduce -18.9% 13,417 $2.1M
Activest Wealth Management 0.41% Reduce -22.9% 13,317 $2.1M
Waterloo Capital, L.P. 0.12% Add +140.2% 13,257 $2.1M
Maridea Wealth Management LLC 0.23% Add +4.3% 13,154 $2.1M
Fidelis Capital Partners, LLC 0.12% Add +196.9% 13,145 $2.1M
Central Bank & Trust Co. 0.29% Add +1.0% 13,084 $2.1M
Moneco Advisors, LLC 0.13% Reduce -3.0% 13,070 $2.1M
MV Capital Management, Inc. 0.18% Reduce -10.7% 12,966 $2.1M
CIBC Bancorp USA Inc. 0.00% Add +4.6% 12,956 $2.1M
PFG Investments, LLC 0.08% Reduce -4.0% 12,942 $2.1M
Legacy Advisors, LLC 0.19% Add +45.9% 12,841 $2.0M
Citizens Financial Group Inc. 0.02% Reduce -3.7% 12,811 $2.0M
St Germain D J Co. Inc. 0.07% Reduce -29.9% 12,762 $2.0M
Advisors Management Group Inc. 0.33% Reduce -0.4% 12,700 $2.0M
Royal Harbor Partners, LLC 0.62% New 12,566 $2.0M
Savvy Advisors, Inc. 0.04% Reduce -75.1% 12,526 $2.0M
Helium Advisors LLC 1.66% Reduce -0.3% 12,497 $2.0M
Matthew Goff Investment Advisor, LLC 0.33% Add +2.1% 12,486 $2.0M
M3 Advisory Group, LLC 1.03% Add +2.6% 12,477 $2.0M
Axiom Investment Management LLC 1.32% Add +7214.7% 12,435 $2.0M
Trifecta Capital Advisors, LLC 0.25% Add +2.0% 12,328 $2.0M
Koshinski Asset Management, Inc. 0.10% Add +0.4% 12,298 $2.0M
Interactive Financial Advisors, Inc. 1.18% Reduce -10.6% 12,266 $1.9M
Sanchez Gaunt Capital Management, LLC 1.08% Reduce -2.3% 12,175 $1.9M
Argent Trust Co 0.06% Add +191.8% 12,173 $1.9M
Kingstone Capital Partners Texas, LLC 1.02% Reduce -3.0% 12,115 $1.9M
Aspire Capital Advisors LLC 0.37% Reduce -19.3% 12,108 $1.9M
OpenArc Corporate Advisory, LLC 0.02% Reduce -7.7% 12,048 $1.9M
Redwood Financial Network Corp 1.06% Add +3.5% 12,037 $1.9M
LMCG Investments, LLC 0.10% Reduce -3.8% 11,982 $1.9M
Uptick Partners, LLC 0.30% Add +11.8% 11,959 $1.9M
V2 Financial group LLC 0.70% Add +7.8% 11,898 $1.9M
Element Pointe Advisors, LLC 0.30% Reduce -0.1% 11,867 $1.9M
Montecito Bank & Trust 0.28% Reduce -3.6% 11,866 $1.9M
Dynamic Wealth Strategies, LLC 1.00% Add +12.8% 11,809 $1.9M
Asset Allocation Strategies LLC 0.29% Add +0.2% 11,804 $1.9M
Twin Tree Management, LP 0.29% Add +37945.2% 11,794 $1.9M
WP Advisors, LLC 0.45% Reduce -7.6% 11,598 $1.8M
Brown Advisory Inc. 0.00% Reduce -14.5% 11,582 $1.8M
Midwest Financial Group LLC 0.64% Add +23.6% 11,567 $1.8M
Baker Avenue Asset Management, LP 0.03% Reduce -4.2% 11,497 $1.8M
Comprehensive Wealth Management, LLC 0.83% Add +15.6% 11,475 $1.8M
Curat Global, LLC 1.48% Add +3.4% 11,478 $1.8M
Tidemark, LLC 0.40% Add +5.8% 11,307 $1.8M
GC Wealth Management RIA, LLC 0.10% Reduce -33.0% 11,270 $1.8M
Childress Capital Advisors, LLC 0.29% Add +29.6% 11,209 $1.8M
Wilmington Savings Fund Society, FSB 0.04% Reduce -4.2% 11,119 $1.8M
AAFMAA Wealth Management & Trust LLC 0.60% Add +5.0% 10,915 $1.7M
Palumbo Wealth Management LLC 0.36% Reduce -6.3% 10,755 $1.7M
Alliancebernstein L.P. 0.00% Reduce -7.2% 11,623 $1.7M
Signal Advisors Wealth, LLC 0.09% Reduce -77.0% 10,721 $1.7M
Worth Asset Management, LLC 0.54% New 10,691 $1.7M
Per Stirling Capital Management, LLC. 0.16% Reduce -5.2% 10,660 $1.7M
Point Windward Advisors Inc. 0.75% Add +3.7% 10,618 $1.7M
Doliver Advisors, LP 0.38% Add +8.0% 10,473 $1.7M
Pacific Wealth Strategies Group, Inc. 0.95% Add +10.6% 10,379 $1.6M
Moors & Cabot, Inc. 0.06% Add +8.9% 10,370 $1.6M
Verition Fund Management LLC 0.01% Add +402.1% 10,364 $1.6M
Regions Financial Corp. 0.01% Reduce -8.9% 10,355 $1.6M
Paragon Capital Management Inc. 1.23% Reduce -1.1% 10,332 $1.6M
LVM Capital Management Ltd. 0.14% Add +4.1% 10,321 $1.6M
Virtu Financial LLC 0.05% Reduce -83.7% 10,297 $1.6M
International Assets Investment Management, LLC 0.10% Reduce -25.4% 10,239 $1.6M
AdvisorNet Financial, Inc 0.07% Add +2.1% 10,172 $1.6M
Bramshill Investments, LLC 0.12% Add +21.9% 10,169 $1.6M
Lavelle Capital LP 0.81% No change 10,088 $1.6M
Thomasville National Bank 0.09% — 10,015 $1.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.17% Add +8.0% 9,934 $1.6M
Caprock Group, LLC 0.03% Reduce -1.8% 9,921 $1.6M
Betterment LLC 0.00% Add +16.9% 9,911 $1.6M
Nixon Peabody Trust Co. 0.11% Add +73.9% 9,880 $1.6M
Ingalls & Snyder LLC 0.04% Add +8.6% 9,879 $1.6M
Duncker Streett & Co. Inc. 0.26% Add +53.1% 9,860 $1.6M
Purus Wealth Management, LLC 0.43% Reduce -15.8% 9,843 $1.6M
CWA Asset Management Group, LLC 0.05% Reduce -7.7% 9,835 $1.6M
Macroview Investment Management LLC 0.97% Reduce -2.5% 9,808 $1.6M
Rothschild Wealth LLC 0.12% Add +37.1% 9,801 $1.6M
Roberts Wealth Advisors, LLC 0.35% Add +8.5% 9,789 $1.6M
Lansing Street Advisors 0.33% New 9,761 $1.5M
Hudock, Inc. 0.20% Add +1.5% 9,750 $1.5M
Brighton Jones LLC 0.03% Reduce -4.7% 9,745 $1.5M
1834 Investment Advisors Co. 0.17% No change 9,590 $1.5M
Lodestar Private Asset Management LLC 0.13% Add +47.1% 9,552 $1.5M
Whittier Trust Co. 0.01% Add +2.4% 9,247 $1.5M
Acorn Financial Advisory Services Inc. 0.20% Add +15.6% 9,387 $1.5M
Global Financial Private Client, LLC 0.40% Add +3.3% 9,369 $1.5M
Bailard, Inc. 0.03% Add +5.9% 9,308 $1.5M
OPTIMAS CAPITAL Ltd 2.27% New 9,300 $1.5M
American Institute for Advanced Investment Management, LLP 0.85% Reduce -7.1% 9,267 $1.5M
4WEALTH Advisors, Inc. 1.13% Add +6.7% 9,142 $1.5M
Roman Butler Fullerton & Co. 0.35% Add +0.3% 9,094 $1.5M
Plimoth Trust Co. LLC 0.29% Reduce -8.2% 9,237 $1.5M
Glenview Trust Co 0.02% Reduce -1.0% 9,224 $1.5M
Adamsbrown Wealth Consultants LLC 0.28% Add +0.6% 9,208 $1.5M
Principal Securities, Inc. 0.02% Reduce -12.2% 9,200 $1.5M
Ritholtz Wealth Management 0.02% Add +103.1% 9,193 $1.5M
Pinnacle Family Advisors, LLC 0.61% New 9,154 $1.5M
OneDigital Investment Advisors LLC 0.01% Add +29.0% 9,124 $1.4M
McAdam, LLC 0.06% Add +4.9% 9,056 $1.4M
Pictet North America Advisors SA 0.13% Reduce -22.7% 9,054 $1.4M
Clear Street Group Inc. 0.00% Add +210.9% 9,022 $1.4M
Wall Street Financial Group, Inc. 0.76% Add +41.3% 8,993 $1.4M
Ieq Capital, LLC 0.01% Reduce -29.6% 8,989 $1.4M
Bright Futures Wealth Management, LLC. 0.92% Reduce -1.5% 8,976 $1.4M
Tsfg, LLC 0.18% Reduce -3.2% 8,950 $1.4M
Abbot Financial Management, Inc. 0.52% No change 8,905 $1.4M
National Philanthropic Trust 0.02% Add +75.5% 8,859 $1.4M
Smith Salley Wealth Management 0.06% No change 8,744 $1.4M
Crumly & Associates Inc. 0.27% No change 8,741 $1.4M
Circle Wealth Management, LLC 0.02% Reduce -56.7% 8,730 $1.4M
Tempo Wealth, LLC 0.20% Reduce -0.8% 8,630 $1.4M
Ally Invest Advisors Inc. 0.08% Add +4.8% 8,627 $1.4M
Pacific Sun Financial Corp 0.56% Add +11.6% 8,600 $1.4M
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.40% New 8,600 $1.4M
Toews Corp. 0.20% New 8,600 $1.4M
Vanguard Capital Wealth Advisors 0.93% New 8,590 $1.4M
Yelin Lapidot Holdings Management Ltd. 0.26% No change 8,540 $1.4M
OneAscent Financial Services LLC 0.06% Reduce -9.9% 8,517 $1.4M
Heartwood Wealth Advisors LLC 0.10% Reduce -0.2% 8,514 $1.4M
Soltis Investment Advisors LLC 0.08% Reduce -5.2% 8,448 $1.3M
Murphy & Mullick Capital Management Corp 0.83% Add +7.0% 8,443 $1.3M
Sentinel Trust Co. Lba 0.12% Reduce -55.4% 8,366 $1.3M
Financial & Tax Architects, LLC 0.28% Reduce -1.1% 8,342 $1.3M
Fell Capital Management 1.11% No change 8,335 $1.3M
Compass Financial Group, Inc. (Ohio) 0.88% Reduce -29.0% 8,314 $1.3M
Magnolia Capital Management Ltd. 0.91% Reduce -24.7% 8,305 $1.3M
Geneos Wealth Management Inc. 0.03% Reduce -2.3% 8,269 $1.3M
Richard W. Paul & Associates, LLC 0.40% Reduce -0.7% 8,187 $1.3M
Birinyi Associates Inc. 0.31% Add +0.0% 8,165 $1.3M
Sand Hill Global Advisors, LLC 0.04% Reduce -23.4% 8,153 $1.3M
Atticus Wealth Management, LLC 0.31% Reduce -7.0% 8,125 $1.3M
Gateway Wealth Partners, LLC 0.08% Reduce -48.8% 8,067 $1.3M
Intrepid Financial Planning Group LLC 0.43% Reduce -1.4% 8,038 $1.3M
Jacobs Equity LLC 0.88% Add +5.1% 7,999 $1.3M
Everest Financial Group LLC 0.17% Reduce -1.5% 7,991 $1.3M
Advisor Resource Council 0.42% Reduce -5.3% 7,816 $1.3M
Modern Wealth Management, LLC 0.02% Add +10.5% 7,954 $1.3M
Smith, Moore & Co. 0.08% Add +1.5% 7,950 $1.3M
Lanark Financial, Inc. 0.09% Reduce -16.2% 7,944 $1.3M
Avior Wealth Management, LLC 0.03% Add +8.6% 7,937 $1.3M
Objective Capital Management, LLC 1.11% Reduce -2.4% 7,882 $1.3M
Diligent Investors, LLC 0.28% Reduce -4.0% 7,874 $1.2M
Rehmann Capital Advisory Group 0.06% Add +0.1% 7,861 $1.2M
Fulcrum Equity Management 1.01% Reduce -20.4% 7,846 $1.2M
Ashton Thomas Securities, LLC 0.18% Reduce -0.9% 7,827 $1.2M
Ipsen Advisor Group LLC 0.80% Add +0.4% 7,823 $1.2M
Platform Technology Partners 0.20% Add +8.3% 7,819 $1.2M
Cladis Investment Advisory, LLC 0.58% Add +4.6% 7,805 $1.2M
WMS Group LLC 1.60% No change 7,800 $1.2M
O'ROURKE & COMPANY, Inc 0.43% Add +385.7% 7,796 $1.2M
Phillips Wealth Planners LLC 0.91% Add +9.5% 7,518 $1.2M
Certified Advisory Corp 0.10% Reduce -2.0% 7,648 $1.2M
Main Street Financial Solutions, LLC 0.08% Reduce -2.8% 7,635 $1.2M
OMNI 360 Wealth, Inc. 0.56% Add +10.4% 7,625 $1.2M
Mission Wealth Management, LP 0.02% Add +63.6% 7,611 $1.2M
NBT Bank, N.A. 0.08% Reduce -0.1% 7,593 $1.2M
Birchbrook, Inc. 0.56% Reduce -19.4% 7,526 $1.2M
Picton Mahoney Asset Management 0.01% No change 7,500 $1.2M
Smartleaf Asset Management LLC 0.04% No change 7,395 $1.2M
Fullerton Fund Management Co Ltd. 0.08% Reduce -89.3% 7,475 $1.2M
Flywheel Private Wealth LLC 0.58% No change 7,462 $1.2M
Milestone Asset Management, LLC 0.19% Add +53.0% 7,456 $1.2M
Global View Capital Management LLC 0.24% Add +74.6% 7,412 $1.2M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -14.4% 7,305 $1.2M
S&A Financial Services, Inc. 0.72% Reduce -0.9% 7,395 $1.2M
Dodds Wealth, LLC 0.26% Add +0.5% 7,389 $1.2M
RMR Wealth Builders 0.07% Reduce -10.9% 7,356 $1.2M
HBK Sorce Advisory LLC 0.02% Add +11.6% 7,100 $1.2M
Modus Advisors, LLC 0.29% Reduce -4.7% 7,331 $1.2M
Flagstar Securities, Inc. 0.35% Add +6.7% 7,288 $1.2M
EverSource Wealth Advisors, LLC 0.04% Reduce -22.7% 7,238 $1.1M
Proffitt & Goodson Inc. 0.16% Add +1.1% 7,213 $1.1M
Composition Wealth, LLC 0.01% Add +1.1% 7,203 $1.1M
Gratus Wealth Advisors, LLC 0.15% Reduce -5.3% 7,183 $1.1M
Luminist Capital LLC 1.28% Reduce -36.1% 7,387 $1.1M
Ledyard National Bank 0.09% Add +6.4% 7,134 $1.1M
Parallel Advisors, LLC 0.02% Add +2.6% 7,115 $1.1M
Mezzasalma Advisors, LLC 0.23% Reduce -8.8% 7,098 $1.1M
Delta Capital Management LLC 0.52% No change 7,000 $1.1M
Connective Portfolio Management, LLC 1.85% No change 7,000 $1.1M
Greenland Capital Management LP 0.24% New 7,000 $1.1M
Guardian Partners Inc. 0.10% No change 7,000 $1.1M
Founders Grove Wealth Partners, LLC 0.22% Reduce -7.3% 6,952 $1.1M
Keystone Financial Group 0.07% Add +2.5% 6,944 $1.1M
Clare Market Investments LLC 0.20% Add +106.1% 6,938 $1.1M
Contravisory Investment Management, Inc. 0.19% Add +43.7% 6,914 $1.1M
First National Bank of Omaha 0.03% Reduce -4.1% 6,810 $1.1M
Sage Capital Management, LLC 0.42% Reduce -9.1% 6,857 $1.1M
Marco Investment Management LLC 0.07% Add +0.5% 6,852 $1.1M
Asset One Wealth Management LLC 0.11% Add +4.6% 6,868 $1.1M
Quest Investment Management LLC 0.13% Add +48.2% 6,836 $1.1M
Milestone Asset Management Group, LLC 0.55% Reduce -5.7% 6,822 $1.1M
Essex Financial Services, Inc. 0.05% Reduce -0.7% 6,820 $1.1M
MKT Advisors LLC 0.34% Reduce -3.1% 6,561 $1.1M
E&G Advisors, LLC 0.21% Add +8.1% 6,780 $1.1M
Mma Asset Management LLC 0.34% Add +0.1% 6,774 $1.1M
Cox Capital Mgt LLC 0.60% New 6,762 $1.1M
Integral Investment Advisors, Inc. 0.24% Reduce -0.4% 6,747 $1.1M
FUKOKU MUTUAL LIFE INSURANCE Co 0.06% New 6,700 $1.1M
Stonebridge Financial Planning Group, LLC 0.34% Reduce -10.0% 6,645 $1.1M
Providence Capital Advisors, LLC 0.16% Add +7.0% 6,644 $1.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -72.3% 6,637 $1.1M
Milestones Private Investment Advisors LLC 0.84% Reduce -66.0% 6,624 $1.1M
Cypress Capital Management LLC (WY) 0.89% Reduce -0.2% 6,612 $1.0M
Horizon Family Wealth, Inc. 0.48% Add +0.4% 6,603 $1.0M
Carret Asset Management, LLC 0.09% Add +29.7% 6,585 $1.0M
Sherman Asset Management, Inc. 0.81% Reduce -8.9% 6,571 $1.0M
Providence First Trust Co 0.29% Reduce -47.4% 6,571 $1.0M
XY Planning Network, Inc. 0.13% Add +18.7% 6,564 $1.0M
Independent Advisor Alliance 0.02% Reduce -91.5% 6,528 $1.0M
Victory Financial Group, LLC 0.11% Reduce -74.3% 6,524 $1.0M
Ethos Financial Group, LLC 0.07% Add +1.0% 6,224 $1.0M
Vontobel Holding Ltd. 0.00% Reduce -9.1% 6,463 $1.0M
Retirement Planning Group, LLC 0.03% Reduce -19.4% 6,427 $1.0M
LPWM LLC 0.23% Reduce -1.8% 6,421 $1.0M
First Citizens Financial Corp 0.43% Add +10.4% 6,410 $1.0M
Thrive Capital Management, LLC 0.19% Reduce -34.2% 6,386 $1.0M
Fearless Solutions, LLC dba Best Invest 0.53% Add +21.6% 6,353 $1.0M
Byrne Financial Freedom, LLC 0.39% Reduce -16.9% 6,353 $1.0M
Quadrant Private Wealth Management, LLC 0.22% Reduce -0.7% 6,331 $1.0M
McHugh Group, LLC 0.52% No change 6,322 $1.0M
Venture Visionary Partners LLC 0.03% Add +3.5% 6,298 $999K
Opinicus Capital, Inc. 0.53% Reduce -8.4% 6,284 $997K
Pines Wealth Management, LLC 0.29% Add +6.2% 6,257 $993K
Financial Partners Group, Inc 0.10% Add +16.9% 6,208 $985K
Moody LYNN Lieberson & Walker, LLC 0.05% No change 6,201 $984K
Novem Group 0.10% Reduce -3.8% 6,170 $979K
Mission Creek Capital Partners, Inc. 0.17% No change 6,163 $978K
Legacy Financial Strategies, LLC 0.15% Reduce -3.8% 6,154 $976K
Cambria Investment Management, L.P. 0.05% New 6,147 $975K
University of Texas/Texas Am Investment Management Co. 0.11% Reduce -13.4% 6,139 $974K
Wesbanco Bank Inc. 0.02% Add +2.8% 6,101 $968K
Aptus Capital Advisors, LLC 0.01% Reduce -13.0% 6,078 $964K
Montis Financial, LLC 0.20% Reduce -0.4% 6,064 $962K
Visionary Wealth Advisors 0.04% Reduce -0.8% 6,047 $959K
Oakmont Advisory Group, LLC 0.81% Add +6.0% 6,044 $959K
Laurel Wealth Advisors LLC 0.09% Add +1.7% 6,039 $958K
Cornerstone Wealth Management, LLC 0.04% Reduce -0.7% 6,035 $958K
SCS Capital Management LLC 0.01% No change 6,021 $955K
SouthState Bank Corp 0.04% Reduce -5.5% 6,012 $954K
Magnolia Capital Advisors LLC 0.16% Add +153.7% 6,006 $953K
Hillcrest Wealth Advisors - NY, LLC 0.34% Add +20.0% 6,000 $952K
Personal Cfo Solutions, LLC 0.14% Reduce -5.5% 5,975 $948K
Spartan Wealth Advisory Services LLC 0.08% Add +24.1% 5,955 $945K
Compound Planning, Inc. 0.02% Reduce -12.3% 5,953 $945K
Tyche Wealth Partners LLC 0.13% Add +29.2% 5,936 $942K
Whalerock Point Partners, LLC 0.17% No change 5,933 $941K
Golden State Wealth Management, LLC 0.09% Reduce -10.1% 5,926 $940K
Equitable Trust Co. 0.04% No change 5,909 $938K
JBR Co Financial Management Inc 0.34% Add +89.8% 5,893 $935K
Tradition Wealth Management, LLC 0.06% Add +0.1% 5,877 $932K
Silver Oak Securities, Incorporated 0.06% Reduce -54.4% 5,867 $931K
L & S Advisors Inc 0.10% Add +158.7% 5,865 $930K
Pettyjohn, Wood & White, Inc. 0.13% Reduce -0.2% 5,829 $925K
Shum Financial Group, Inc. 0.56% Add +0.8% 5,814 $922K
Beaumont Financial Advisors, LLC 0.06% Reduce -15.1% 5,807 $921K
Affiance Financial, LLC 0.13% Reduce -2.4% 5,721 $908K
Arrow Financial Corp 0.08% Reduce -2.4% 5,712 $906K
Cassaday & Co Wealth Management LLC 0.02% Reduce -0.6% 5,708 $906K
Legacy Private Trust Co. 0.05% Reduce -8.7% 5,695 $904K
Creative Financial Designs Inc. 0.04% Add +49.8% 5,692 $903K
Kingswood Wealth Advisors, LLC 0.04% Add +8.3% 5,691 $903K
LBMC Investment Advisors, LLC 0.05% No change 5,687 $902K
M.E. Allison & Co., Inc. 0.52% Add +1.0% 5,686 $902K
Bokf, NA 0.01% Reduce -4.1% 5,678 $901K
Altura Wealth Advisors Inc. 0.30% Reduce -0.2% 5,668 $899K
GenTrust, LLC 0.03% Reduce -16.3% 5,634 $894K
Voya Financial Advisors, Inc. 0.08% Reduce -20.4% 5,548 $892K
Rise Advisors, LLC 0.25% Add +1.3% 5,611 $890K
Navis Wealth Advisors, LLC 0.34% Add +0.4% 5,607 $890K
Chicago Partners Investment Group LLC 0.02% Reduce -7.4% 5,510 $890K
Forum Financial Management, LP 0.01% Reduce -3.5% 5,597 $888K
Kelly Financial Group LLC 0.20% Reduce -0.8% 5,549 $880K
First National Trust Co 0.03% Reduce -4.7% 5,538 $879K
Nomura Asset Management Co. Ltd. 0.00% Reduce -66.7% 5,530 $877K
Florida Financial Advisors, LLC 0.15% Reduce -5.6% 5,488 $871K
Compass Financial Management LLC 0.11% — 5,374 $866K
Northbridge Financial Group, LLC 0.33% Add +9.9% 5,455 $866K
Vilga Financial Planning LLC 0.66% Add +3.2% 5,454 $865K
Acorns Advisers, LLC 0.01% Add +9.6% 5,450 $865K
Private Trust Co. NA 0.07% Reduce -7.0% 5,451 $865K
Empower Advisory Group, LLC 0.00% Reduce -3.3% 5,450 $865K
Meridian Wealth Advisors, LLC 0.10% Add +26.0% 5,449 $865K
17 Capital Partners, LLC 0.39% Add +13.9% 5,405 $858K
JTC Employer Solutions Trustee Ltd 0.07% No change 5,400 $857K
Financial Engines Advisors L.L.C. 0.00% Reduce -0.7% 5,335 $846K
Camelot Technology Advisors, Inc. 0.58% Reduce -19.9% 5,326 $845K
Roble, Belko & Company, Inc 0.09% No change 5,324 $845K
Narwhal Capital Management 0.06% Reduce -8.4% 5,315 $843K
World Equity Group, Inc. 0.19% Reduce -32.5% 5,301 $841K
Bradley Foster & Sargent Inc. 0.01% Add +28.9% 5,300 $841K
Clearstead Advisors, LLC 0.01% Add +8.5% 5,293 $840K
Acima Private Wealth, LLC 0.24% No change 5,228 $829K
KFA Private Wealth Group, LLC 0.20% Reduce -20.5% 5,223 $829K
Fourpath Capital Management, LLC 0.11% Add +11.2% 5,210 $827K
Agate Pass Investment Management, LLC 0.30% Reduce -5.7% 5,180 $822K
Chatham Capital Group, Inc. 0.10% Reduce -6.8% 5,160 $819K
First Manhattan Co. Llc. 0.00% Reduce -2.3% 5,158 $818K
IMA Advisory Services, Inc. 0.05% Add +2655.6% 5,153 $818K
Ellis Investment Partners, LLC 0.12% Reduce -7.1% 5,101 $809K
Insight Wealth Partners, LLC 0.11% Add +2.1% 5,101 $809K
Stableford Capital II LLC 0.28% Add +7.3% 5,090 $808K
Flputnam Investment Management Co. 0.01% Add +5.4% 5,078 $806K
Hills Bank & Trust Co 0.03% Add +16.7% 5,077 $806K
First Citizens Bank & Trust Co. 0.01% No change 5,075 $805K
BCS Wealth Management 0.14% Add +95.7% 5,060 $803K
Advocate Investing Services LLC 0.62% No change 5,040 $800K
Aberdeen Wealth Management LLC 0.38% Reduce -29.4% 5,026 $797K
Kagan Cocozza Asset Management 0.50% Reduce -7.4% 5,019 $796K
Broyhill Asset Management, LLC 0.71% No change 5,000 $793K
GAMCO Investors 0.01% Reduce -3.9% 5,000 $793K
Quarry LP 0.13% New 4,985 $791K
COFG Advisors, LLC 0.14% Add +131.2% 4,977 $790K
Blue Chip Partners, LLC 0.05% Reduce -41.8% 4,935 $783K
Condor Capital Management 0.06% Reduce -4.9% 4,917 $780K
First National Bank of Hutchinson 0.43% Add +3.7% 4,912 $779K
Rossby Financial, LCC 0.14% Add +11.7% 4,936 $777K
Mark Sheptoff Financial Planning, LLC 0.41% Reduce -4.9% 4,894 $776K
Kiley Juergens Wealth Management, LLC 0.12% Reduce -1.7% 4,866 $772K
DT Investment Partners, LLC 0.06% Reduce -3.8% 4,848 $769K
DLK Investment Management, LLC 0.33% New 5,259 $766K
Lake Street Private Wealth, LLC 0.09% Add +1.1% 4,808 $763K
Institute for Wealth Management, LLC. 0.07% Add +11.3% 4,808 $763K
Glen Eagle Advisors, LLC 0.10% Add +9.4% 4,797 $761K
Biltmore Family Office, LLC 0.10% Add +1.6% 4,781 $759K
Curbstone Financial Management Corp 0.13% New 4,780 $758K
Arrowroot Family Office, LLC 0.22% Add +0.8% 4,778 $758K
Asset Management One Co., Ltd. 0.00% New 4,771 $757K
Rational Advisors, Inc. 0.07% New 4,758 $755K
Cassady Wealth & Retirement Planning, LLC 0.35% Reduce -7.5% 4,756 $755K
Archford Capital Strategies, LLC 0.08% Reduce -0.8% 4,727 $750K
APS Management Group, Inc. 0.57% Reduce -0.8% 4,705 $747K
Nuveen, LLC 0.00% New 4,697 $745K
Core Wealth Partners LLC 0.32% Add +14.4% 4,697 $745K
Pilgrim Partners Asia Pte Ltd 0.33% No change 4,670 $741K
Franklin Resources Inc. 0.00% Add +4.8% 4,666 $740K
Titleist Asset Management, LLC 0.05% Reduce -11.6% 4,633 $735K
Elmwood Wealth Management, Inc. 0.18% No change 4,629 $734K
WASHINGTON TRUST Co 0.02% Reduce -13.2% 4,625 $734K
Independence Bank of Kentucky 0.08% Reduce -1.3% 4,620 $733K
Bayban 0.56% Reduce -2.9% 4,604 $730K
Calamos Wealth Management LLC 0.02% Add +16.1% 4,600 $730K
Trust Co. of Oklahoma 0.19% Add +132.2% 4,591 $728K
Ring Mountain Capital, LLC 0.31% Reduce -4.5% 4,589 $728K
MCF Advisors LLC 0.03% Add +20.6% 4,583 $727K
Kessler Investment Group, LLC 0.31% New 4,578 $726K
F/m Investments LLC 0.04% Add +9.9% 4,562 $724K
Alta Wealth Advisors LLC 0.20% Reduce -2.3% 4,537 $720K
Buck Wealth Strategies, LLC 0.08% New 4,527 $718K
Pacific Center for Financial Services 0.16% Reduce -2.8% 4,482 $711K
Sovran Advisors, LLC 0.05% Add +14.8% 4,247 $710K
Tenzing Financial LLC 0.49% Add +5.8% 4,368 $708K
Monetary Management Group Inc. 0.15% Add +50.9% 4,450 $706K
Strait & Sound Wealth Management LLC 0.25% Add +5.6% 4,448 $706K
Advisors Capital Management, LLC 0.01% Add +21.0% 4,445 $705K
Gilliland Jeter Wealth Management LLC 0.18% Add +0.0% 4,426 $702K
Bullock Wealth Management Group 0.30% Add +5.2% 4,388 $700K
Strategic Financial Concepts, LLC 0.21% Reduce -38.1% 4,398 $698K
Aries Wealth Management 0.14% Reduce -1.1% 4,394 $697K
Keudell/Morrison Wealth Management 0.13% Add +56.9% 4,372 $694K
Balboa Wealth Partners 0.09% Reduce -9.4% 4,353 $691K
Burford Brothers, Inc. 0.25% Reduce -0.9% 4,342 $689K
Dearborn Partners LLC 0.04% Reduce -11.3% 4,333 $687K
Second Half Financial Partners, LLC 0.28% New 4,330 $687K
WESPAC Advisors, LLC 0.33% Reduce -2.9% 4,299 $682K
Greenwich Wealth Management LLC 0.02% Reduce -5.7% 4,280 $679K
Access Financial Services, Inc. 0.22% Reduce -0.7% 4,269 $677K
SeaBridge Investment Advisors LLC 0.10% Reduce -25.7% 4,256 $675K
Sun Group Wealth Partners 0.46% No change 4,248 $674K
Investor's Fiduciary Advisor Network, LLC 0.23% Reduce -13.7% 4,239 $672K
Cove Private Wealth, LLC 0.13% Reduce -35.4% 4,233 $672K
San Luis Wealth Advisors LLC 0.10% Add +1.1% 4,224 $670K
Sequent Asset Management, LLC 0.28% Reduce -6.2% 4,215 $669K
Sagespring Wealth Partners, LLC 0.01% Reduce -7.6% 4,199 $666K
Verity Asset Management, Inc. 0.25% Add +70.4% 4,190 $665K
Interchange Capital Partners, LLC 0.12% Reduce -38.2% 4,183 $664K
Chicago Wealth Management, Inc. 0.24% Reduce -26.5% 4,177 $663K
Accredited Investor Services, LLC 0.37% Reduce -1.0% 4,157 $660K
Quantbot Technologies LP 0.03% Add +56.4% 4,145 $658K
FLC Capital Advisors 0.11% Reduce -2.4% 4,140 $657K
QRG Capital Management, Inc. 0.01% Add +5.5% 4,135 $656K
Endeavor Private Wealth, Inc. 0.16% Reduce -4.3% 4,130 $655K
Caldwell Trust Co 0.05% Reduce -7.2% 4,109 $652K
Tower Research Capital LLC (TRC) 0.02% Add +45.5% 4,102 $651K
Founders Financial Alliance, LLC 0.09% Reduce -7.5% 4,100 $651K
Waldron Private Wealth LLC 0.02% Reduce -58.3% 4,097 $650K
Burke & Herbert Bank & Trust Co. 0.16% Add +11.3% 4,088 $649K
Penobscot Wealth Management 0.17% Add +8.0% 4,065 $645K
Investment Partners Asset Management, Inc. 0.36% Add +2.5% 4,044 $642K
FLP Wealth Management, LLC 1.14% Add +1.8% 4,031 $640K
Investment Advisory Services Inc. /TX 0.18% Add +5.0% 4,026 $639K
Cornerstone Capital, Inc. 0.06% New 4,025 $639K
Wealth Advisory Solutions, LLC 0.13% Add +2.0% 4,019 $638K
Napier Financial, LLC 0.13% Add +1.6% 3,982 $632K
LYNX Capital Group Ltd. 0.25% Add +4.8% 3,975 $631K
Noesis Capital Mangement Corp. 0.08% Reduce -0.6% 3,974 $631K
Mfa Wealth Advisors, LLC 0.11% Reduce -94.7% 3,968 $630K
Nicolet Bankshares Inc. 0.02% Reduce -12.0% 3,964 $629K
Karnit Road Accident Victims Compensation Fund 0.36% No change 3,962 $629K
HORAN Wealth, LLC 0.08% Add +37.5% 3,961 $628K
Donaldson Capital Management, LLC 0.02% Add +49.1% 3,960 $628K
Fairview Capital Investment Management, LLC 0.03% Add +26.4% 3,950 $627K
WealthBridge Capital Management, LLC 0.12% Reduce -13.5% 3,946 $626K
Allen Investment Management, LLC 0.01% No change 3,943 $626K
NWF Advisory Services Inc. 0.06% Add +2.4% 3,898 $619K
CDM Financial Counseling Services, Inc. 0.53% Add +0.0% 3,893 $618K
Crewe Advisors LLC 0.04% Add +2.8% 3,889 $617K
RPG Investment Advisory, LLC 0.06% Add +0.8% 3,882 $616K
Key Client Fiduciary Advisors, LLC 0.18% Add +0.2% 3,877 $615K
Cascades Capital Asset Management, LLC 0.23% Add +2.0% 3,861 $613K
Clay Northam Wealth Management, LLC 0.30% No change 3,831 $608K
Allen Capital Group, LLC 0.05% No change 3,805 $604K
Investors Asset Management of Georgia Inc. /Ga/ 0.21% Add +15.5% 3,759 $596K
Lifeworks Advisors, LLC 0.06% Add +43.7% 3,755 $596K
VCI Wealth Management LLC 0.15% Add +4.1% 3,754 $596K
Sankala Group LLC 0.40% Reduce -9.4% 3,492 $594K
Lynch & Associates 0.10% No change 3,744 $594K
Quadcap Wealth Management, LLC 0.06% Add +61.5% 3,744 $594K
Beaton Management Co. Inc. 0.24% No change 3,729 $592K
Lynx Investment Advisory 0.19% Reduce -23.4% 3,725 $591K
Osbon Capital Management LLC 0.46% Reduce -27.6% 3,718 $590K
RTD Financial Advisors, Inc. 0.06% No change 3,706 $588K
Invictus Private Wealth, LLC 0.03% New 3,696 $586K
Patten Group, Inc. 0.09% Reduce -21.7% 3,678 $584K
Pitcairn Wealth Advisors LLC 0.06% Reduce -14.0% 3,675 $583K
Meridian Financial Advisors, LLC 0.28% Reduce -1.7% 3,658 $580K
Granite Bay Wealth Management, LLC 0.05% Reduce -0.1% 3,647 $579K
Vident Advisory, LLC 0.00% Reduce -33.0% 3,642 $578K
Stock Yards Bank & Trust Co. 0.02% Reduce -4.0% 3,636 $577K
Cannell & Spears LLC 0.01% No change 3,633 $576K
Compagnie Lombard Odier SCmA 0.01% Add +21.6% 3,624 $575K
Trust Point Inc. 0.05% No change 3,620 $574K
Hyundai Investments Co., Ltd. 0.62% Add +73.6% 3,566 $573K
ELCO Management Co., LLC 0.25% Add +49.8% 3,611 $573K
Clearview Wealth Management LLC 0.37% No change 3,583 $568K
UMB Bank, n.a. 0.01% No change 3,581 $568K
Sage Investment Advisers LLC 0.38% Reduce -35.9% 3,576 $567K
Ascent Group, LLC 0.02% Reduce -18.2% 3,574 $567K
KPP Advisory Services LLC 0.07% Reduce -1.6% 3,559 $565K
Bricktown Capital, LLC 0.10% No change 3,558 $565K
Y.D. More Investments Ltd 0.02% Reduce -18.6% 3,553 $563K
Kaydan Wealth Management, Inc. 0.17% Add +10.2% 3,549 $563K
Spirepoint Private Client, LLC 0.05% Reduce -23.7% 3,543 $562K
Verdence Capital Advisors LLC 0.03% Reduce -7.8% 3,540 $562K
Strategic Advisors LLC 0.12% Reduce -15.1% 3,531 $560K
Wood Tarver Financial Group, LLC 0.13% Reduce -1.1% 3,531 $560K
Slow Capital, Inc. 0.07% No change 3,529 $560K
Avidian Wealth Enterprises, LLC 0.02% Add +0.1% 3,529 $560K
FNY Investment Advisers, LLC 0.20% Reduce -60.1% 3,511 $557K
Paragon Private Wealth Management, LLC 0.15% Reduce -11.9% 3,510 $557K
Advisors Preferred, LLC 0.09% New 3,400 $557K
Dimension Capital Management LLC 0.07% No change 3,508 $557K
Praxis Capital Management LLC 0.88% New 3,500 $555K
Pursue Wealth Partners LLC 0.31% No change 3,500 $555K
Bison Wealth, LLC 0.05% Add +14.2% 3,426 $555K
Eley Financial Management, Inc 0.18% No change 3,476 $552K
WJ Financial Advisors LLC 0.40% Reduce -2.3% 3,452 $548K
Hamilton Capital Partners, LLC 0.16% Add +11.2% 3,447 $547K
Global Assets Advisory, LLC 0.12% New 3,419 $544K
Wealthgarden F.S. LLC 0.31% Reduce -52.5% 3,425 $543K
United Advisor Group, LLC 0.06% Reduce -0.6% 3,415 $542K
Pure Financial Advisors, LLC 0.01% Add +0.6% 3,407 $540K
Capital Analysts, LLC 0.01% Add +8.3% 3,404 $540K
Fiduciary Trust Co 0.01% Reduce -25.9% 3,366 $534K
Bryn Mawr Trust Advisors, LLC 0.02% Add +2.3% 3,349 $531K
Essex Bank 0.11% Reduce -1.4% 3,338 $530K
GK Wealth Management LLC 0.32% New 3,325 $527K
Blake Schutter Theil Wealth Advisors, LLC 0.36% Reduce -1.6% 3,309 $525K
Marks Group Wealth Management, Inc 0.05% Reduce -93.1% 3,308 $525K
Cane Capital Partners, LLC 0.21% New 3,300 $524K
Bragg Financial Advisors, Inc 0.01% Reduce -6.6% 3,285 $521K
Gsa Capital Partners LLP 0.03% Reduce -47.3% 3,279 $520K
tru Independence LLC 0.23% Reduce -10.5% 3,277 $520K
Ballast Rock Private Wealth LLC 0.24% Reduce -3.0% 3,275 $520K
Chilton Capital Management LLC 0.02% No change 3,226 $512K
Wellington Management Group LLP 0.00% Add +65.0% 3,220 $511K
Gateway Investment Advisers LLC 0.01% Add +10.7% 3,211 $509K
Bouchey Financial Group, Ltd. 0.03% Reduce -57.1% 3,198 $507K
Harbor Investment Advisory, LLC 0.04% Reduce -7.3% 3,193 $507K
Legacy Capital Group California, Inc. 0.15% Add +3.0% 3,191 $506K
Stirlingshire Investments, Inc. 0.37% Reduce -15.9% 3,182 $505K
Sound Income Strategies, LLC 0.02% Reduce -2.5% 3,180 $505K
Quantum Financial Partners LLC 0.26% — 3,179 $504K
Alpha Wealth Funds, LLC 0.31% Reduce -2.3% 3,178 $504K
Cedar Wealth Management, LLC 0.13% Add +20.1% 3,178 $504K
Advisory Solutions Group, LLC 0.17% — 3,174 $504K
Vertex Planning Partners, LLC 0.07% Reduce -19.4% 3,165 $502K
Modera Wealth Management, LLC 0.01% Add +4.5% 3,162 $502K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -12.3% 3,161 $502K
Portfolio Resources Advisor Group, Inc. 0.42% Add +9.0% 3,143 $499K
Fortis Advisors, LLC 0.23% Reduce -13.7% 3,125 $496K
1900 Wealth Management LLC 0.03% Add +39.3% 3,123 $496K
Sapient Capital LLC 0.01% No change 3,108 $493K
SkyOak Wealth, LLC 0.08% No change 3,107 $493K
Stone Wealth Partners 0.36% Reduce -24.7% 3,097 $492K
SOA Wealth Advisors, LLC. 0.08% Reduce -5.2% 77,358 $491K
Millstone Evans Group, LLC 0.27% No change 3,094 $491K
ATX Financial Planning, LLC 0.32% New 3,092 $491K
Gallagher Fiduciary Advisors, LLC 0.02% Add +29.6% 3,091 $490K
Novare Capital Management LLC 0.03% Reduce -4.9% 3,088 $490K
Costello Asset Management, INC 0.15% Reduce -5.8% 3,087 $490K
Regent Peak Wealth Advisors LLC 0.09% Reduce -8.7% 3,084 $489K
Directional Asset Management 0.46% Reduce -8.6% 3,069 $487K
Whitener Capital Management, Inc. 0.10% Add +3.3% 3,067 $487K
IFC Advisors LLC 0.06% No change 3,061 $486K
Mesirow Financial Investment Management, Inc. 0.01% Add +1.8% 3,045 $483K
Cpwa, LLC 0.56% Reduce -14.2% 3,030 $481K
Lodestone Wealth Management LLC 0.17% Add +10.8% 3,029 $481K
CX Institutional 0.01% Reduce -8.7% 3,023 $480K
SeaCrest Wealth Management, LLC 0.05% Reduce -9.9% 3,022 $480K
AA Financial Advisors, LLC 0.06% Reduce -5.8% 3,015 $478K
Fulcrum Capital LLC 0.10% No change 3,000 $476K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 3,000 $476K
Facet Wealth, Inc. 0.01% Add +28.3% 2,995 $475K
Members Wealth LLC 0.26% Reduce -0.4% 2,990 $474K
Alterna Wealth Management, Inc. 0.27% New 2,988 $474K
Hazlett, Burt & Watson, Inc. 0.13% Add +0.1% 2,988 $474K
Adirondack Trust Co. 0.14% Reduce -6.0% 2,987 $474K
WESCAP Management Group, Inc. 0.09% Reduce -2.5% 2,981 $473K
Private Capital Management, LLC 0.04% Reduce -12.2% 2,978 $473K
Jump Financial, LLC 0.00% Reduce -78.2% 2,978 $472K
First International Bank of Israel Ltd. 0.13% Add +10.7% 2,955 $469K
Summit Wealth Partners, LLC 0.07% Add +0.1% 2,952 $468K
SFG Wealth Management, LLC. 0.17% Reduce -28.4% 2,947 $468K
RDA Financial Network 0.10% Reduce -37.8% 2,947 $468K
Stone Summit Wealth LLC 0.12% Add +9.1% 2,945 $467K
West Michigan Advisors, LLC 0.09% Add +66.9% 2,942 $467K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +18.9% 2,936 $466K
Elevatus Welath Management 0.11% Reduce -24.3% 2,934 $465K
Howland Capital Management LLC 0.02% Add +48.9% 2,923 $464K
Carr Financial Group Corp 0.11% Reduce -1.1% 2,918 $463K
Chapin Davis, Inc. 0.08% No change 2,914 $462K
LexAurum Advisors, LLC 0.05% Add +7.3% 2,906 $461K
TrustBank 0.16% Reduce -34.1% 2,900 $460K
Hollencrest Capital Management 0.03% Reduce -48.0% 2,898 $460K
Perryman Financial Advisory Inc. 0.06% Reduce -7.6% 2,893 $459K
Intrepid Capital Management Inc. 0.19% Reduce -12.5% 2,886 $458K
Keel Point, LLC 0.03% No change 2,886 $458K
Avestar Capital, LLC 0.03% Add +0.1% 2,879 $457K
Washington Growth Strategies LLC 0.25% No change 2,863 $454K
SBI Securities Co., Ltd. 0.01% Add +0.2% 2,859 $454K
Samara Investment Management, LLC 0.42% Add +9.7% 2,857 $453K
Angeles Wealth Management, LLC 0.02% Add +65.5% 2,826 $448K
DDD Partners, LLC 0.03% No change 2,816 $447K
First Heartland Consultants, Inc. 0.03% Add +1.5% 2,810 $446K
Hardy Reed LLC 0.03% No change 2,808 $446K
J. Safra Sarasin Holding AG 0.01% New 2,807 $445K
Joel Isaacson & Co., LLC 0.01% Add +4.5% 2,805 $445K
Insight Advisors, LLC/ PA 0.08% Reduce -1.9% 2,803 $445K
Goelzer Investment Management, Inc. 0.02% Reduce -9.1% 2,798 $444K
Saxon Interests, Inc. 0.12% Add +0.0% 2,797 $444K
North Star Investment Management Corp. 0.02% Reduce -18.1% 2,790 $443K
Milestone Investment Advisors LLC 0.10% Reduce -15.7% 2,785 $442K
Wedmont Private Capital 0.01% Reduce -9.2% 2,740 $441K
Bolthouse Investments, LLC 0.36% No change 2,770 $439K
Pasadena Private Wealth, LLC 0.06% Reduce -1.3% 2,764 $439K
Peak Financial Management, Inc. 0.10% No change 2,756 $437K
ArchPoint Investors 0.09% No change 2,750 $436K
Vicus Capital 0.03% Reduce -5.4% 2,747 $436K
Resurgent Financial Advisors LLC 0.12% Add +30.3% 2,737 $434K
CRA Financial Services, LLC 0.05% Add +0.1% 2,722 $432K
Waystone Advisors LLC 0.32% Add +21.9% 2,709 $430K
Valeo Financial Advisors, LLC 0.01% Add +0.1% 2,694 $427K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -2.6% 2,687 $426K
NCM Capital Management, LLC 0.13% No change 2,683 $426K
Forefront Wealth Partners, LLC 0.13% Reduce -22.9% 2,680 $425K
Ruggiero Investments, Inc. 0.36% Add +57.6% 2,672 $424K
Measured Risk Portfolios, Inc. 0.38% Add +0.6% 2,672 $424K
Highview Capital Management LLC 0.12% New 2,672 $424K
Aspen Investment Management Inc 0.11% Reduce -49.4% 2,669 $423K
Empire Financial Management Company, LLC 0.17% No change 2,661 $422K
Collaborative Wealth Managment Inc. 0.18% Reduce -35.0% 2,659 $422K
Wetzel Investment Advisors, Inc. 0.15% Add +0.3% 2,651 $421K
Everett Harris & Co. 0.01% No change 2,645 $420K
Community Bank, N.A. 0.05% Reduce -0.2% 2,642 $419K
Sovereign Financial Group, Inc. 0.06% Reduce -2.6% 2,640 $419K
WT Wealth Management 0.12% Reduce -15.9% 2,637 $418K
Polaris Investment Advisors, LLC 0.27% Reduce -4.8% 2,635 $418K
Jackson Square Capital, LLC 0.06% Add +2.9% 2,630 $417K
Heritage Wealth Advisors 0.01% No change 2,624 $416K
Madison Wealth Partners, Inc 0.05% Add +75.9% 2,623 $416K
Brookwood Investment Group LLC 0.05% Add +20.2% 2,622 $416K
Curi Capital, LLC 0.01% Reduce -6.7% 2,621 $416K
Southland Equity Partners LLC 0.07% New 2,618 $415K
United Bank 0.13% Reduce -66.4% 2,617 $415K
Triumph Capital Management 0.08% Add +1.1% 2,617 $415K
White Lighthouse Investment Management Inc. 0.05% Add +2.2% 2,613 $415K
Prelude Capital Management, LLC 0.03% Reduce -13.3% 2,610 $414K
Stonehaven Wealth & Tax Solutions, LLC 0.33% Add +1.5% 2,603 $413K
Summa Corp. 0.13% No change 2,600 $413K
Webster Bank, N. A. 0.04% Add +32.7% 2,599 $412K
Z3 Capital Partners, LLC 0.09% Reduce -8.4% 2,596 $412K
NovaPoint Capital, LLC 0.09% New 2,592 $411K
Shufro Rose & Co. LLC 0.02% No change 2,574 $408K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -35.8% 2,567 $407K
Disciplined Investors, L.L.C. 0.20% No change 2,560 $406K
Atlanta Consulting Group Advisors, LLC 0.06% No change 2,552 $405K
LVW Advisors, LLC 0.04% No change 2,551 $405K
Burns J W & Co. Inc. 0.04% Reduce -2.1% 2,549 $404K
Total Wealth Planning & Management, Inc. 0.29% Add +2.3% 2,548 $404K
Reliant Investment Partners, LLC 0.27% Reduce -0.8% 2,538 $403K
Acorn Wealth Advisors, LLC 0.10% Reduce -22.3% 2,535 $402K
Blue Fin Capital, Inc. 0.06% Add +4.8% 2,526 $401K
Xcelsior Advisor Partners LLC 0.05% New 2,524 $400K
Red Door Wealth Management, LLC 0.04% Add +11.4% 2,514 $399K
IPG Investment Advisors LLC 0.06% Add +55.2% 2,498 $396K
Barnes Pettey Financial Advisors, LLC 0.12% Reduce -0.0% 2,495 $396K
Castle Wealth Management LLC 0.12% Add +6.4% 2,495 $396K
CENTRAL TRUST Co 0.01% Add +0.2% 2,488 $395K
Medallion Wealth Advisors, LLC 0.12% Reduce -12.3% 2,481 $394K
Inscription Capital, LLC 0.03% Reduce -5.7% 2,478 $393K
Saxony Capital Management, LLC 0.18% New 2,476 $393K
Fiduciary Alliance LLC 0.03% Reduce -12.3% 2,475 $393K
Darden Wealth Group Inc 0.16% Reduce -0.2% 2,473 $392K
Key Financial Inc 0.06% Add +15.4% 2,470 $392K
Brindle & Bay Financial Advisors, LLC 0.20% Reduce -38.6% 2,469 $392K
My Personal CFO, LLC 0.15% Add +0.3% 2,466 $391K
Anchor Bay Capital, Inc. 0.21% — 2,322 $391K
Focused Wealth Management, Inc 0.03% Reduce -6.8% 2,464 $391K
HMV Wealth Advisors, LLC 0.15% Add +0.6% 2,458 $390K
Successful Portfolios LLC 0.18% No change 2,397 $386K
Kohmann Bosshard Financial Services, LLC 0.03% No change 2,400 $381K
BlueSky Wealth Advisors, LLC 0.04% No change 2,394 $380K
GAMMA Investing LLC 0.01% Add +12.1% 2,392 $380K
Bryant Woods Investment Advisors, LLC 0.10% New 2,375 $377K
Stonebrook Private Inc. 0.07% Reduce -53.7% 2,332 $370K
GWN Securities Inc. 0.06% Reduce -40.4% 2,328 $369K
Raab & Moskowitz Asset Management LLC 0.07% Reduce -1.0% 2,321 $368K
Rebalance, LLC 0.02% Reduce -7.5% 2,316 $367K
Clear Wave Wealth Management LLC 0.08% Reduce -4.5% 2,316 $367K
Tolleson Wealth Management, Inc. 0.05% No change 2,311 $367K
Potomac Fund Management Inc. 0.01% Reduce -98.7% 2,306 $366K
Arista Wealth Management, LLC 0.04% No change 2,303 $365K
TD Private Client Wealth LLC 0.01% Add +15.4% 2,292 $364K
Heritage Wealth Management, Inc. 0.09% No change 2,290 $363K
Tennessee Valley Asset Management Partners 0.04% Add +11.0% 2,283 $362K
Register Financial Advisors LLC 0.11% Add +0.1% 2,283 $362K
Sharkey, Howes & Javer 0.04% No change 2,278 $361K
Capital Management Associates, Inc 0.07% Add +0.3% 2,276 $361K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% Reduce -5.4% 2,265 $359K
1ST Source Bank 0.02% Add +9.3% 2,261 $359K
Laurel Oak Wealth Management, LLC 0.05% Add +6.6% 2,257 $358K
CVA Family Office, LLC 0.03% Reduce -19.2% 2,255 $358K
Elevated Capital Advisors, LLC 0.10% Reduce -4.6% 2,253 $357K
Garden State Investment Advisory Services LLC 0.07% Reduce -18.5% 2,252 $357K
Tranquility Partners, LLC 0.12% Add +19.1% 2,249 $357K
Clear Retirement Advice LLC 0.24% No change 2,236 $355K
City Holding Co. 0.04% Reduce -9.7% 2,235 $355K
Silverlake Wealth Management LLC 0.07% Reduce -46.6% 2,222 $353K
Sheets Smith Wealth Management 0.04% No change 2,218 $352K
River Street Advisors LLC 0.10% No change 2,217 $352K
Red Mountain Financial, LLC 0.30% No change 2,217 $352K
Sigma Investment Counselors Inc. 0.02% Reduce -5.5% 2,217 $352K
One Capital Management, LLC 0.01% No change 2,396 $351K
Coyle Financial Counsel LLC 0.06% No change 2,207 $350K
SmartHarvest Portfolios, LLC 0.11% No change 2,206 $350K
Private Management Group Inc. 0.01% Reduce -2.2% 2,202 $349K
Aurora Private Wealth, Inc. 0.22% Reduce -1.4% 2,189 $347K
ARS Wealth Advisors Group, LLC 0.03% Add +3.8% 2,184 $346K
Guyasuta Investment Advisors Inc. 0.02% Add +3.5% 2,175 $345K
First American Trust, FSB 0.02% No change 2,174 $345K
Denver Wealth Management, Inc. 0.10% Reduce -3.5% 2,171 $344K
180 Wealth Advisors, LLC 0.03% Add +14.1% 2,166 $344K
Geometric Wealth Advisors 0.04% Reduce -22.8% 2,163 $343K
Boreal Capital Management LLC 0.29% No change 2,156 $342K
New Republic Capital, LLC 0.08% Add +0.3% 2,155 $342K
Affinity Wealth Management LLC 0.04% Add +3.4% 2,150 $341K
Private Wealth Partners, LLC 0.02% No change 2,139 $339K
Millennium Capital Advisors, LLC 0.18% Reduce -2.3% 2,136 $339K
Scharf Investments, LLC 0.01% New 2,135 $339K
Mosaic Family Wealth Partners, LLC 0.02% Add +0.5% 2,129 $338K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.12% Add +18.0% 2,118 $336K
Daiichi Life International Holdings LLC 10.65% New 2,118 $336K
C2C Wealth Management, LLC 0.26% No change 2,118 $336K
Swmg, LLC 0.08% Reduce -1.8% 2,112 $334K
Alteri Wealth LLC 0.09% Add +21.9% 2,107 $334K
BlueCrest Capital Management Ltd 0.02% New 2,107 $334K
Patrick M Sweeney & Associates, Inc. 0.19% No change 2,105 $334K
Coldstream Capital Management Inc. 0.00% Reduce -5.9% 2,104 $334K
BIP Wealth, LLC 0.01% Add +32.9% 2,102 $333K
Collaborative Capital Advisors LLC 0.21% — 2,100 $333K
Eastern Bank 0.01% Reduce -1.8% 2,093 $332K
Alpine Woods Capital Investors, LLC 0.07% No change 2,089 $331K
Cozad Asset Management Inc. 0.02% Reduce -2.5% 2,085 $331K
Kuhn & Co Investment Counsel 0.19% No change 2,073 $329K
Pacific Capital Wealth Advisors, Inc. 0.05% No change 2,073 $329K
Parsons Capital Management Inc. 0.01% Reduce -3.6% 2,073 $329K
WealthTrust Axiom LLC 0.07% No change 2,072 $329K
KG Capital Management 0.20% Reduce -9.8% 2,066 $328K
Wealth Architects, LLC 0.03% Add +24.1% 2,061 $327K
TrueWealth Advisors, LLC 0.07% Reduce -3.1% 2,061 $327K
Huntleigh Advisors, Inc. 0.05% Reduce -18.6% 2,060 $327K
Blue Trust, Inc. 0.00% Add +5.6% 2,057 $326K
AlphaStar Capital Management, LLC 0.02% Reduce -97.0% 2,054 $326K
Marathon Wealth Advisors LLC 0.11% Add +0.1% 2,045 $324K
Jordan Park Trust Co LLC 0.23% No change 2,042 $324K
BLB&B Advisors, LLC 0.01% Add +12.1% 2,036 $323K
Texas Yale Capital Corp. 0.01% No change 2,035 $323K
Evelyn Partners Group Ltd 0.01% — 1,730 $323K
Evergreen Capital Management LLC 0.01% Add +5.0% 2,032 $322K
Tucker Asset Management LLC 0.08% Add +16.3% 2,027 $322K
Panoramic Investment Advisors, LLC 0.15% Add +5.2% 2,025 $321K
Stratos Investment Management, LLC 0.01% Reduce -0.3% 2,024 $321K
Finley Financial, LLC 0.13% No change 2,020 $320K
Straight Path Wealth Management 0.07% Add +42.0% 2,019 $320K
Caxton Associates LLP 0.01% New 2,018 $320K
Astra Wealth Partners LLC 0.18% Add +0.7% 2,012 $319K
Mission Financial Group, LLC 0.26% — 2,008 $319K
Solstein Capital, LLC 0.11% Reduce -0.1% 2,006 $318K
Purkiss Capital Advisors LLC 0.12% Add +6.9% 2,005 $318K
Iowa State Bank 0.05% No change 2,000 $317K
LS Investment Advisors, LLC 0.04% No change 2,000 $317K
Jupiter Topco LLC 0.00% — 1,985 $315K
SilverOak Wealth Management LLC 0.04% No change 1,974 $313K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.02% Reduce -5.6% 1,974 $313K
Capula Management Ltd 0.00% Reduce -85.4% 1,964 $312K
Vinland Capital Management Gestora de Recursos LTDA. 3.06% New 550 $311K
D.B. Root & Company, LLC 0.07% Reduce -13.3% 1,957 $311K
Brown, Lisle/Cummings, Inc. 0.07% Add +1.5% 1,947 $309K
Orleans Capital Management Corp. 0.16% Reduce -1.8% 1,945 $309K
Naples Global Advisors, LLC 0.02% Add +30.1% 1,939 $308K
Tannin Capital LLC 0.20% Reduce -6.7% 1,937 $307K
Investment Planning Advisors, Inc. 0.07% Reduce -37.4% 1,937 $307K
Silvercrest Asset Management Group LLC 0.00% No change 1,924 $305K
Bank of New Hampshire 0.06% No change 1,920 $305K
FCG Investment Co 0.11% No change 1,918 $304K
Waterfront Wealth Inc. 0.05% Reduce -0.4% 1,892 $304K
Barnett & Company, Inc. 0.23% Add +4.4% 1,916 $304K
Grantvest Financial Group LLC 0.18% Add +0.6% 1,911 $303K
Byrne Asset Management LLC 0.17% Add +8.3% 1,909 $303K
Bridgewater Advisors Inc. 0.02% Reduce -4.8% 1,865 $303K
Schmidt P J Investment Management Inc. 0.05% Reduce -33.5% 1,903 $302K
Williams Jones Wealth Management, LLC. 0.00% No change 1,903 $302K
Thoroughbred Financial Services, LLC 0.01% Reduce -3.0% 1,901 $301K
Brady Family Wealth, LLC 0.09% Reduce -0.1% 1,895 $301K
Castle Rock Wealth Management, LLC 0.06% Add +0.1% 1,885 $301K
Daymark Wealth Partners, LLC 0.01% New 1,889 $300K
Icon Wealth Advisors, LLC 0.02% No change 1,880 $298K
German American Bancorp, Inc. 0.02% Reduce -51.2% 1,875 $297K
Maltin Wealth Management, Inc. 0.10% Add +6.0% 1,871 $297K
Iron Gate Global Advisors LLC 0.03% No change 1,869 $297K
Capital Advisors, Ltd. LLC 0.03% Reduce -12.3% 1,839 $292K
Traynor Capital Management, Inc. 0.01% Add +2.8% 1,836 $291K
Resolute Wealth Advisor, Inc. 0.17% No change 1,986 $291K
HCR Wealth Advisors 0.03% No change 1,834 $291K
Snider Financial Group 0.07% No change 1,833 $291K
Florida Trust Wealth Management Co 0.01% Add +22.2% 1,830 $290K
Valor Advisors LLC 0.21% No change 1,829 $290K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% No change 1,820 $289K
Burling Wealth Partners, LLC 0.04% No change 1,820 $289K
Berkshire Asset Management LLC 0.01% New 1,818 $288K
Entelevest, LLC 0.25% Reduce -8.3% 1,814 $288K
Farmers National Bank 0.06% Reduce -1.8% 1,812 $287K
Patriot Investment Management Group, Inc. 0.02% Reduce -9.9% 1,810 $287K
Arvest Bank Trust Division 0.01% New 1,801 $286K
Coastwise Capital Group, LLC 0.17% Reduce -15.4% 1,801 $286K
Beutel, Goodman & Co Ltd. 0.00% Reduce -21.7% 1,802 $285K
Black Diamond Financial, LLC 0.03% Add +0.2% 1,792 $284K
Jefferson Bridge Capital, LLC 0.25% Reduce -0.5% 1,784 $283K
STAR Financial Bank 0.12% No change 1,784 $283K
Sincerus Advisory, LLC 0.19% Reduce -4.8% 1,783 $283K
Penobscot Investment Management Company, Inc. 0.02% Reduce -1.7% 1,781 $283K
REDW Wealth LLC 0.10% No change 1,781 $283K
Talisman Wealth Advisors LLC 0.21% Reduce -58.8% 2,401 $282K
Trueblood Wealth Management, LLC 0.10% Add +10.4% 1,768 $280K
Axim Planning & Wealth 0.39% Reduce -4.5% 1,759 $279K
Christensen, King & Associates Investment Services, Inc. 0.11% No change 1,755 $278K
Rockbridge Investment Management, LCC 0.02% No change 1,754 $278K
DSG Capital Advisors, LLC 0.04% Reduce -9.3% 1,755 $278K
Turtle Creek Wealth Advisors, LLC 0.01% Reduce -7.7% 1,750 $278K
MBE Wealth Management, LLC 0.10% Reduce -31.6% 1,749 $277K
Seven Springs Wealth Group, LLC 0.06% Reduce -6.4% 1,745 $277K
LeClair Wealth Partners LLC 0.14% New 1,742 $276K
Peregrine Asset Advisers, Inc. 0.06% No change 1,739 $276K
Gryphon Financial Partners LLC 0.02% No change 1,736 $275K
Bollard Group LLC 0.01% Reduce -13.4% 1,731 $275K
Fifth Third Wealth Advisors LLC 0.01% Reduce -5.5% 1,727 $274K
Strategy Asset Managers LLC 0.04% Add +14.5% 1,725 $274K
Autumn Glory Partners, LLC 0.08% Add +0.2% 1,723 $273K
Paragon Capital Management Ltd 0.05% No change 1,723 $273K
Vanguard Personalized Indexing Management, LLC 0.00% Add +11.8% 1,720 $273K
Tiller Private Wealth, Inc. 0.09% Reduce -17.8% 1,719 $273K
Syntegra Private Wealth Group, LLC 0.02% No change 1,712 $272K
Kickstand Ventures, Llc. 0.05% Reduce -18.1% 1,712 $272K
Blue Bell Private Wealth Management, LLC 0.03% Reduce -9.5% 1,701 $270K
Councilmark Asset Management, LLC 0.14% No change 1,700 $270K
First National Bank & Trust Co. of Newtown 0.05% No change 1,658 $270K
Quotient Wealth Partners, LLC 0.01% Reduce -28.5% 1,693 $269K
Fortem Financial Group, LLC 0.05% Add +0.2% 1,693 $269K
Southeast Asset Advisors, LLC 0.03% No change 1,690 $268K
Bensler, LLC 0.02% Reduce -24.5% 1,689 $268K
Navellier & Associates Inc. 0.02% New 1,688 $268K
First Financial Bankshares Inc 0.01% No change 1,688 $268K
Severin Investments, LLC 0.20% Add +1.5% 1,686 $268K
Managed Asset Portfolios, LLC 0.03% No change 1,682 $267K
Weaver Consulting Group 0.05% No change 1,678 $266K
Griffin Asset Management, Inc. 0.03% New 1,678 $266K
Ballentine Partners, LLC 0.00% No change 1,675 $266K
Inspire Advisors, LLC 0.02% Reduce -24.5% 1,674 $266K
HUB Investment Partners, LLC 0.00% Reduce -67.1% 1,666 $264K
Purewater Capital LLC 0.19% Reduce -12.6% 1,664 $264K
Dumont & Blake Investment Advisors LLC 0.06% New 1,663 $264K
Grey Ledge Advisors, LLC 0.05% No change 1,660 $263K
Symphony Financial Services, Inc. 0.12% Reduce -8.4% 1,653 $262K
Romano Brothers and Company 0.03% No change 1,653 $262K
Cranbrook Wealth Management, LLC 0.05% Add +9.8% 1,646 $261K
Fragasso Financial Advisors Inc 0.01% Add +0.1% 1,635 $259K
Amplius Wealth Advisors, LLC 0.02% Add +9.0% 1,634 $259K
First Pacific Financial 0.03% Reduce -16.4% 1,634 $259K
Revisor Wealth Management LLC 0.06% Reduce -7.6% 1,632 $259K
AmeriServ Wealth Advisors 0.17% Reduce -26.6% 1,627 $258K
Auxano Advisors, LLC 0.05% No change 1,626 $258K
Fiduciary Financial Advisors 0.03% New 1,623 $257K
Two West Capital Advisors LLC 0.13% Reduce -33.5% 1,614 $257K
Valley Wealth Managers, Inc. 0.01% Reduce -15.4% 1,606 $255K
Kirtland Hills Capital Management, LLC 0.07% Add +9.3% 1,605 $255K
Destiny Wealth Partners, LLC 0.04% Reduce -18.1% 1,565 $254K
FSM Wealth Advisors, LLC 0.03% No change 1,602 $254K
Mizuho Markets Cayman LP 0.01% New 1,600 $254K
Ancora Advisors LLC 0.00% Reduce -2.4% 1,599 $254K
Bulltick Wealth Management, LLC 0.05% Add +3.6% 1,598 $254K
JM2 Capital Inc. 0.17% No change 1,597 $253K
InTrack Investment Management Inc 0.13% New 1,589 $252K
Fund Advisors of America Inc 0.23% Reduce -2.8% 1,580 $251K
First Long Island Investors, LLC 0.02% No change 1,579 $251K
Fiduciary Financial Group, LLC 0.03% Reduce -10.4% 1,574 $250K
Sterling Investment Management, LLC 0.14% New 1,565 $248K
SHP Wealth Management 0.02% Add +3.9% 1,560 $248K
Ritter Daniher Financial Advisory LLC / DE 0.04% Add +0.4% 1,552 $246K
Invera Wealth Advisors, LLC 0.13% Add +9.3% 1,550 $246K
FinArc Investments, Inc. 0.22% No change 1,547 $245K
MainStreet Investment Advisors LLC 0.03% No change 1,545 $245K
Logan Stone Capital, LLC 0.05% Reduce -78.3% 1,541 $244K
Eldridge Investment Advisors, Inc. 0.05% No change 1,540 $244K
Portland Financial Advisors Inc 0.45% No change 1,538 $244K
PW Nova Financial Services LLC 0.05% Reduce -1.5% 1,538 $244K
JNBA Financial Advisors 0.02% No change 1,537 $244K
Madison Park Capital Advisors, LLC 0.17% Add +30.9% 1,930 $244K
Grant Private Wealth Management Inc 0.10% New 1,534 $243K
Accel Wealth Management 0.05% Add +0.3% 1,534 $243K
Tower Bridge Advisors 0.02% No change 1,530 $243K
Moment Partners, LLC 0.04% No change 1,528 $242K
Second Line Capital, LLC 0.05% Reduce -4.8% 1,526 $242K
TruNorth Capital Management, LLC 0.04% No change 1,520 $241K
Asset Dedication, LLC 0.02% Reduce -3.7% 1,519 $241K
Gray Private Wealth, LLC 0.10% No change 1,516 $241K
CVFG LLC 0.03% Reduce -2.1% 1,515 $240K
WealthTrust Asset Management, LLC 0.13% Reduce -0.7% 1,515 $240K
Argyle Capital Partners, LLC 0.15% New 1,514 $240K
Signaturefd, LLC 0.00% Reduce -24.3% 1,512 $240K
Serenity Investment Advisors 0.10% Reduce -1.6% 1,389 $239K
Russell Investments Group, Ltd. 0.00% Reduce -7.7% 1,503 $238K
StrongBox Wealth, LLC 0.07% Add +0.1% 1,499 $238K
Flavin Financial Services, Inc. 0.13% Reduce -4.0% 1,490 $236K
Cyndeo Wealth Partners, LLC 0.01% New 1,489 $236K
Chris Bulman Inc 0.09% No change 1,488 $236K
Tableaux LLC 0.10% No change 1,482 $235K
Shulman DeMeo Asset Management LLC 0.04% Reduce -6.9% 1,481 $235K
Chancellor Financial Group WB LP 0.15% New 1,481 $235K
Missouri Trust & Investment Co 0.06% No change 1,441 $234K
Edge Wealth Management LLC 0.04% Add +4.8% 1,474 $234K
Campion Asset Management 0.14% No change 1,472 $234K
Capstone Financial Advisors, Inc. 0.01% Add +6.0% 1,472 $233K
Leigh Baldwin & Co., LLC 0.13% Reduce -7.0% 1,463 $232K
USA Financial Formulas 0.04% — 1,460 $232K
Samalin Investment Counsel, LLC 0.07% Add +0.4% 1,459 $231K
Vienna Asset Management LLC 0.16% New 1,446 $229K
Crescent Grove Advisors, LLC 0.02% Reduce -2.8% 1,441 $229K
HTG Investment Advisors, Inc. 0.06% No change 1,438 $228K
Pacific Financial Group Inc. 0.11% Reduce -4.7% 1,433 $227K
Pinnacle Financial Group, LLC / IL 0.06% Reduce -1.6% 1,433 $227K
Cowa, LLC 0.06% Reduce -78.2% 1,429 $227K
Cypress Wealth Services, LLC 0.03% Reduce -5.7% 1,429 $227K
Cape Investment Advisory, Inc. 0.06% Reduce -55.7% 1,425 $226K
Stack Financial Management, Inc 0.02% Reduce -19.6% 1,423 $226K
Alerus Financial NA 0.01% No change 1,422 $226K
Hexagon Capital Partners LLC 0.03% Reduce -13.3% 1,421 $225K
Rockwood Wealth Management, LLC 0.01% New 1,420 $225K
Edgestream Partners, L.P. 0.01% Reduce -91.7% 1,418 $225K
NFSG Corp 0.03% Reduce -1.1% 1,416 $225K
Luts & Greenleigh Group, Inc. 0.17% New 1,410 $224K
OneAscent Family Office, LLC 0.11% Reduce -21.6% 1,408 $223K
Kestra Investment Management, LLC 0.00% Reduce -34.0% 1,407 $223K
Summit Financial Strategies, Inc. 0.02% New 1,407 $223K
Zacks Investment Management 0.00% Reduce -48.5% 1,402 $222K
Spartan Planning & Wealth Management 0.15% New 1,400 $222K
Almanack Investment Partners, LLC. 0.03% New 1,398 $222K
MLG Wealth Management DBA Pine Grove Financial Group 0.02% New 1,390 $221K
Root Financial Partners, LLC 0.01% Add +64.5% 1,388 $220K
DV Trading LLC 0.02% Reduce -92.7% 1,377 $218K
Kingsbury Capital Investment Advisors LLC 0.18% Add +0.4% 1,372 $218K
KMT Wealth Management, LLC 0.18% New 1,372 $218K
Breakwater Capital Group 0.03% Add +0.4% 1,370 $217K
Paradigm, Strategies in Wealth Management, LLC 0.13% New 1,368 $217K
Pinnacle Wealth Planning Services, Inc. 0.02% No change 1,367 $217K
All Terrain Financial Advisors, LLC 0.05% Reduce -2.2% 1,360 $216K
LJI Wealth Management, LLC 0.03% New 1,360 $216K
Lee Danner & Bass Inc. 0.01% New 1,357 $215K
Sandy Cove Advisors, LLC 0.05% New 1,356 $215K
Kintra Wealth, LLC 0.01% New 1,274 $214K
Evernest Financial Advisors, LLC 0.04% New 1,351 $214K
Nikulski Financial, Inc. 0.05% New 1,333 $211K
Balefire, LLC 0.03% Reduce -63.8% 1,324 $210K
Jamison Private Wealth Management, Inc. 0.02% New 1,324 $210K
Retirement Capital Strategies 0.07% New 1,319 $209K
Oxler Private Wealth LLC 0.06% Reduce -8.6% 1,316 $209K
Advisor OS, LLC 0.01% Reduce -65.3% 1,315 $209K
Summit Wealth Group LLC / Co. 0.02% New 1,314 $209K
Kraematon Investment Advisors, Inc. 0.16% Reduce -13.0% 1,314 $208K
LOM Asset Management Ltd 0.05% Reduce -1.6% 1,313 $208K
Peoples Financial Services Corp. 0.09% Reduce -7.1% 1,310 $208K
Schorn Wealth LLC 0.05% Reduce -6.4% 1,309 $208K
James J. Burns & Company, LLC 0.02% New 1,309 $208K
Richwood Investment Advisors, LLC 0.15% New 1,307 $207K
Sherry Group, Inc. 0.20% New 1,290 $207K
Beese Fulmer Investment Management, Inc. 0.01% New 1,306 $207K
GW Henssler & Associates Ltd. 0.01% New 1,300 $206K
Oxford Financial Group, LTD. LLC 0.01% Add +10.6% 1,299 $206K
Mathes Company, Inc. 0.06% New 1,300 $206K
Tudor Financial Inc. 0.09% New 1,297 $206K
Accredited Investors Inc. 0.01% Reduce -38.1% 1,297 $206K
SageView Advisory Group, LLC 0.01% New 1,294 $205K
Continuum Advisory, LLC 0.02% New 1,293 $205K
Clark Capital Management Group, Inc. 0.00% New 1,286 $204K
Resolute Wealth Strategies, LLC 0.08% New 1,282 $203K
Gold Investment Management Ltd. 0.06% No change 1,282 $203K
N.E.W. Advisory Services LLC 0.01% No change 1,279 $203K
Advanced Asset Management Advisors Inc 0.05% Add +3.0% 1,275 $202K
Soundwatch Capital LLC 0.02% Reduce -23.3% 1,274 $202K
YHB Investment Advisors, Inc. 0.01% New 1,263 $200K
Stelac Advisory Services LLC 0.04% No change 1,252 $199K
Truvestments Capital LLC 0.03% Add +0.3% 1,242 $197K
Smithfield Trust Co 0.01% Reduce -2.4% 1,236 $197K
South Plains Financial, Inc. 0.10% No change 1,200 $190K
MPWM Advisory Solutions, LLC 0.09% Reduce -26.9% 1,199 $190K
TD Capital Management LLC 0.02% Add +0.1% 1,188 $189K
BOK Financial Private Wealth, Inc. 0.01% No change 1,175 $186K
Steigerwald, Gordon & Koch Inc. 0.02% No change 1,170 $186K
SYM FINANCIAL Corp 0.01% Add +34.7% 1,149 $182K
Phillips Financial Management, LLC 0.01% No change 1,147 $182K
Provident Wealth Management, LLC 0.05% No change 1,142 $181K
Acropolis Investment Management, LLC 0.01% No change 1,136 $180K
Hamilton Point Investment Advisors, LLC 0.03% No change 1,128 $179K
Albion Financial Group 0.01% No change 1,111 $176K
Community Financial Services Group, LLC 0.03% No change 1,097 $175K
Corsicana & Co. 0.08% Reduce -31.3% 1,100 $175K
Nemes Rush Group LLC 0.01% Add +0.4% 1,099 $174K
SJS Investment Consulting Inc. 0.02% No change 1,096 $174K
Strategic Wealth Partners, Ltd. 0.01% Reduce -0.2% 1,095 $174K
Pittenger & Anderson Inc. 0.01% Add +27.5% 1,090 $173K
Cheviot Value Management, LLC 0.02% No change 1,056 $168K
Plante Moran Financial Advisors, LLC 0.01% Add +9.1% 1,039 $165K
Family Manage LLC 0.02% No change 1,031 $164K
Morse Asset Management, Inc 0.03% No change 1,025 $163K
Colonial Trust Co / SC 0.02% No change 991 $157K
NBH Bank 0.07% — 986 $156K
Johnson Financial Group, Inc. 0.01% Add +2.3% 986 $156K
Collier Financial 0.11% No change 973 $154K
Princeton Global Asset Management LLC 0.02% Add +0.1% 953 $151K
Liberty One Investment Management, LLC 0.01% Reduce -93.5% 948 $150K
Brooklyn FI, LLC 0.03% New 941 $150K
First Command Advisory Services, Inc. 0.00% Reduce -46.2% 925 $147K
Man Group plc 0.00% Reduce -89.7% 922 $146K
Rothschild Investment LLC 0.01% Reduce -19.1% 917 $145K
Stone House Investment Management, LLC 0.02% Reduce -21.2% 916 $145K
WealthShield Partners, LLC 0.02% Reduce -12.1% 915 $145K
Hilton Head Capital Partners, LLC 0.07% Reduce -12.2% 909 $144K
Union Savings Bank 0.06% No change 902 $143K
Elevation Wealth Partners, LLC 0.04% Add +0.2% 894 $142K
Align Financial, LLC 0.07% No change 893 $142K
Private Wealth Asset Management, LLC 0.01% No change 890 $141K
Burnham & Co LLC 0.11% — 883 $140K
Sage Mountain Advisors LLC 0.01% No change 880 $140K
Highline Wealth Partners LLC 0.03% Add +5700.0% 870 $138K
Highland Investment Advisors LLC 0.06% — 864 $137K
Family Legacy Financial Solutions, LLC 0.08% New 852 $135K
MidFirst Bank 0.01% Add +15.8% 842 $134K
Ascentis Wealth Management, LLC 0.02% No change 838 $133K
Kingdom Financial Group LLC. 0.03% Add +4.0% 835 $132K
United Community Bank 0.04% No change 833 $132K
Bernard Wealth Management Corp. 0.05% Reduce -0.6% 793 $126K
Armstrong Advisory Group, Inc. 0.01% Add +22.5% 767 $122K
Strategic Investment Advisors / MI 0.01% Reduce -75.3% 762 $121K
Halbert Hargrove Global Advisors, LLC 0.01% Add +265.0% 730 $116K
Delta Asset Management LLC 0.01% No change 728 $116K
Investors Research Corp 0.02% No change 727 $115K
Barrett & Company, Inc. 0.03% No change 719 $114K
CDKV Holdings LLC 0.09% No change 708 $112K
Cherry Tree Wealth Management, LLC 0.02% No change 707 $112K
Commonwealth Retirement Investments LLC 0.03% New 701 $111K
Farmers & Merchants Investments Inc. 0.00% Reduce -9.8% 701 $111K
Grove Bank & Trust 0.01% No change 688 $109K
Physician Wealth Advisors, Inc. 0.01% Add +0.1% 688 $109K
Ulland Investment Advisors, LLC 0.08% No change 670 $106K
Vanguard National Trust Co 0.01% No change 654 $104K
Global Trust Asset Management, LLC 0.03% Add +59.5% 654 $104K
Dunhill Financial, LLC 0.02% No change 647 $103K
Pursuit Wealth Strategies, LLC 0.13% Add +0.3% 637 $101K
Purpose Unlimited Inc. 0.00% Add +1515.4% 630 $100K
Signature Equity Partners, LLC 0.05% Reduce -39.9% 627 $99K
Perkins Coie Trust Co 0.02% No change 627 $99K
Vestor Capital, LLC 0.01% Add +186.8% 1,500 $98K
NORTHSTAR ASSET MANAGEMENT Co 0.02% New 600 $98K
Anchor Investment Management, LLC 0.01% Reduce -2.5% 612 $97K
HHM Wealth Advisors, LLC 0.01% Reduce -36.0% 605 $96K
HM Payson & Co. 0.00% No change 600 $95K
Cornerstone Planning Group LLC 0.01% Add +16.0% 595 $95K
Trust Co. of Toledo NA 0.01% No change 592 $94K
Flagship Wealth Advisors, LLC 0.02% Reduce -4.1% 586 $93K
First United Bank & Trust 0.03% Add +20.8% 581 $92K
Ameritas Investment Partners, Inc. 0.00% Reduce -4.0% 580 $92K
Intesa Sanpaolo Wealth Management 0.02% No change 580 $92K
Deutsche Bank AG 0.00% Reduce -25.8% 576 $91K
Glassman Wealth Services 0.01% New 566 $90K
Winch Advisory Services, LLC 0.02% Add +0.4% 562 $89K
Marshall & Sterling Wealth Advisors Inc. 0.05% New 554 $88K
Bravera Wealth 0.03% No change 553 $88K
Cambient Family Office, LLC 0.01% New 552 $88K
WealthCollab, LLC 0.03% Add +96.1% 549 $87K
Ogorek Anthony Joseph /NY/ 0.02% No change 550 $87K
FWL Investment Management, LLC 0.02% New 545 $86K
Concord Wealth Partners 0.01% New 538 $85K
Capitol Family Office, Inc. 0.09% Reduce -45.3% 532 $84K
Keating Financial Advisory Services, Inc. 0.01% Reduce -5.3% 532 $84K
Financial Management Professionals, Inc. 0.01% New 526 $83K
Forum Finance Group S.A. 0.03% No change 650 $83K
Raffa Wealth Management, LLC 0.01% No change 522 $83K
American National Bank & Trust 0.01% Reduce -23.1% 520 $83K
EFG International AG 0.00% Add +350.9% 514 $82K
Indiana Trust & Investment Management Co 0.02% No change 509 $81K
Barnes Dennig Private Wealth Management LLC 0.06% Add +1.2% 508 $81K
Glass Jacobson Investment Advisors llc 0.02% No change 500 $79K
Ramirez Asset Management, Inc. 0.01% Add +400.0% 500 $79K
Caitlin John, LLC 0.04% Add +5422.2% 497 $79K
Pacifica Partners Inc. 0.02% No change 480 $79K
Archer Investment Corp 0.01% Add +6.6% 485 $77K
Kozak & Associates, Inc. 0.01% Add +0.4% 478 $76K
Cardiff Park Advisors, LLC 0.01% No change 480 $76K
Ballast Advisors LLC 0.02% Add +402.1% 477 $76K
Seneschal Advisors, LLC 0.05% New 475 $75K
Financial Perspectives, Inc 0.02% Add +15.6% 466 $74K
Harbor Asset Planning, Inc. 0.05% New 454 $72K
Innovative Asset Advisors Group, LLC 0.03% Add +0.5% 441 $70K
Trust Co. of Vermont 0.00% — 417 $66K
Hantz Financial Services, Inc. 0.00% Add +7.9% 410 $65K
Burk Holdings LLC 0.02% No change 407 $65K
Caldwell Sutter Capital, Inc. 0.02% No change 402 $64K
Citizens National Bank Trust Department 0.01% No change 400 $63K
Obsidian Cio, LLC 0.05% Reduce -13.8% 392 $62K
Bellevue Asset Management, LLC 0.03% No change 391 $62K
Tradewinds Capital Management, LLC 0.01% No change 389 $62K
Founders Capital Management 0.03% No change 384 $61K
Versant Capital Management, Inc 0.01% Reduce -63.3% 381 $60K
Allied Private Wealth LLC 0.04% — 371 $60K
Paladin Advisory Group, LLC 0.04% No change 373 $59K
Keystone Financial Group, Inc. 0.03% Add +0.3% 372 $59K
Breakwater Investment Management 0.02% No change 369 $59K
Key Capital Management, INC 0.03% No change 365 $58K
Provenance Wealth Advisors, LLC 0.01% No change 365 $58K
Avion Wealth 0.01% No change 365 $57K
Investment Research & Advisory Group, Inc. 0.02% No change 145 $57K
Lloyd Advisory Services, LLC. 0.02% Reduce -56.3% 351 $56K
Prosperity Bancshares Inc 0.04% Reduce -62.3% 351 $56K
Louisbourg Investments Inc. 0.01% Add +3.0% 345 $55K
Coastline Trust Co 0.00% No change 345 $55K
Beacon Investment Advisory Services, Inc. 0.00% Add +72.5% 345 $55K
Morton Brown Family Wealth, LLC 0.01% Add +0.3% 342 $54K
Tripletail Wealth Management, LLC 0.06% No change 330 $54K
one8zero8, LLC 0.01% Add +22.7% 340 $54K
Tiaa Trust, National Association 0.00% Add +35.2% 338 $54K
Ameriflex Group, Inc. 0.02% Add +0.3% 334 $53K
FAS Wealth Partners, Inc. 0.00% Reduce -5.9% 333 $53K
Olistico Wealth, LLC 0.02% No change 330 $52K
Financial Life Planners 0.03% Add +0.3% 327 $52K
Signature Resources Capital Management, LLC 0.02% No change 321 $51K
Colonial Trust Advisors 0.00% Reduce -13.7% 315 $50K
Markowski Investments 0.01% — 313 $50K
Manchester Capital Management LLC 0.01% No change 312 $50K
First Community Trust NA 0.02% Reduce -15.3% 300 $48K
Pinnacle Bancorp, Inc. 0.01% No change 300 $48K
Strengthening Families & Communities, LLC 0.01% Add +0.3% 299 $47K
Addison Advisors LLC 0.02% Reduce -54.4% 298 $47K
TIAA Wealth Investment Management LLC 0.00% Reduce -4.2% 296 $47K
Townsend Asset Management Corp. /NC/ 0.02% Reduce -69.2% 296 $47K
Freestone Capital Holdings, LLC 0.00% Reduce -81.8% 277 $44K
Fairscale Capital, LLC 0.03% No change 277 $44K
Abound Financial, LLC 0.02% Add +27500.0% 276 $44K
Center for Financial Planning, Inc. 0.00% No change 273 $43K
Ssa Swiss Advisors AG 0.02% Reduce -94.6% 272 $43K
KERR FINANCIAL PLANNING Corp 0.05% Add +0.4% 272 $43K
Cedar Mountain Advisors, LLC 0.01% Reduce -28.6% 270 $43K
Regatta Research & Money Management 0.04% — 266 $42K
Gleason Group, Inc. 0.00% Add +0.4% 253 $40K
Covestor Ltd 0.02% Add +134.3% 253 $40K
Hanson & Doremus Investment Management 0.00% No change 251 $40K
Knuff & Co LLC 0.01% No change 250 $40K
Washington Trust Advisors, Inc. 0.00% Reduce -31.5% 244 $39K
Clark Wealth Partners 0.02% No change 243 $39K
Ankerstar Wealth, LLC 0.03% Reduce -31.1% 233 $37K
Armor Investment Advisors, LLC 0.01% No change 230 $36K
Fairway Wealth LLC 0.01% No change 226 $36K
HighMark Wealth Management LLC 0.01% Add +0.5% 223 $35K
Bulwark Capital Corp 0.02% No change 220 $35K
Richards, Merrill & Peterson, Inc. 0.01% No change 220 $35K
Acumen Wealth Advisors, LLC 0.01% No change 219 $35K
Wagner Wealth Management, LLC 0.01% No change 216 $34K
Adkins Seale Capital Management LLC 0.03% No change 215 $34K
IAG Wealth Partners, LLC 0.00% No change 215 $34K
Richardson Financial Services Inc. 0.02% Reduce -96.5% 213 $34K
Topsail Wealth Management, LLC 0.00% No change 210 $33K
Bogart Wealth, LLC 0.00% No change 210 $33K
1 North Wealth Services LLC 0.01% Add +98.1% 208 $33K
Bangor Savings Bank 0.00% No change 208 $33K
Roxbury Financial LLC 0.03% Add +0.5% 206 $33K
BankPlus Trust Department 0.01% No change 203 $32K
Parvin Asset Management, LLC 0.03% No change 200 $32K
Pinney & Scofield, Inc. 0.02% No change 200 $32K
Pin Oak Investment Advisors Inc. 0.02% No change 193 $31K
Matrix Private Capital Group LLC 0.01% Reduce -69.5% 192 $30K
Aventura Private Wealth, LLC 0.01% No change 192 $30K
Rialto Wealth Management, LLC 0.01% No change 186 $30K
PlanVest Financial, Inc 0.02% Reduce -65.2% 179 $28K
Orion Capital Management LLC 0.01% Add +397.2% 179 $28K
Operose Advisors LLC 0.01% No change 178 $28K
Financial Gravity Companies, Inc. 0.00% — 178 $28K
Gables Capital Management Inc. 0.01% No change 175 $28K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% Reduce -30.6% 170 $27K
Steph & Co. 0.01% No change 170 $27K
Rosenberg Matthew Hamilton 0.00% Reduce -40.4% 165 $26K
RMG Wealth Management LLC 0.00% No change 155 $26K
Park Square Financial Group, LLC 0.23% Reduce -42.0% 164 $26K
Pioneer Family Office, LLC 0.01% Add +2.5% 163 $26K
Rakuten Securities, Inc. 0.01% Reduce -63.3% 162 $26K
Virginia Estate & Retirement Planning Advisors Inc. 0.03% Add +120.8% 276 $25K
Strive Financial Group ,LLC 0.01% Add +170.7% 157 $25K
Eukles Asset Management 0.01% Reduce -17.6% 155 $25K
Investors Portfolio Services LLC 0.02% Add +0.7% 153 $24K
Financial Avengers, Inc. 0.01% Add +0.7% 153 $24K
Vima LLC 0.02% — 150 $24K
Davis Capital Management 0.01% No change 150 $24K
Luken Investment Analytics, LLC 0.01% No change 150 $24K
JDM Financial Group LLC 0.01% New 150 $24K
Oakworth Capital, Inc. 0.00% No change 150 $24K
Beaird Harris Wealth Management, LLC 0.00% No change 148 $23K
PFS Partners, LLC 0.01% Add +0.7% 147 $23K
WPG Advisers, LLC 0.01% Add +256.4% 139 $22K
Game Plan Financial Advisors, LLC 0.01% New 139 $22K
DiNuzzo Private Wealth, Inc. 0.00% No change 135 $21K
Piscataqua Savings Bank 0.01% No change 134 $21K
Legacy Bridge, LLC 0.01% No change 132 $21K
Silver Grove Financial Group, Inc. 0.01% Add +1090.9% 131 $21K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 130 $21K
McDonald Partners LLC 0.00% New 128 $20K
Abound Wealth Management 0.00% No change 126 $20K
Miller Capital Partners, Inc. 0.01% No change 123 $20K
Synergy Investment Management, LLC 0.00% Reduce -48.0% 116 $18K
First PREMIER Bank 0.00% Add +6.7% 111 $18K
Inspire Investing, LLC 0.00% No change 113 $18K
NorthAvenue LLC 0.01% Reduce -51.8% 106 $17K
DHJJ Financial Advisors, Ltd. 0.00% No change 104 $17K
Wealth Enhancement Trust Services, Inc. 0.00% No change 102 $16K
Godfrey Financial Associates, Inc. 0.01% New 100 $16K
True Wealth Design, LLC 0.00% No change 100 $16K
Old Second National Bank of Aurora 0.00% No change 100 $16K
Wolff Wiese Magana LLC 0.01% No change 97 $15K
Quest 10 Wealth Builders, Inc. 0.01% No change 96 $15K
Integrity Financial Corp 0.01% No change 91 $14K
Macquarie Group Ltd. 0.00% New 90 $14K
Front Row Advisors LLC 0.00% No change 84 $14K
Imprint Wealth LLC 0.06% No change 88 $14K
Vermillion Wealth Management, Inc. 0.00% Reduce -6.7% 84 $13K
Arvest Investments, Inc. 0.00% No change 84 $13K
Rice Partnership, LLC 0.00% No change 81 $13K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -28.2% 79 $13K
Arlington Trust Co LLC 0.00% New 75 $12K
Evermay Wealth Management LLC 0.00% Reduce -50.7% 73 $12K
Comprehensive Financial Planning, Inc. 0.01% Reduce -39.2% 73 $12K
High Point Wealth Management, LLC 0.01% Reduce -65.0% 70 $11K
IMG Wealth Management, Inc. 0.01% No change 67 $11K
Chapman Financial Group, LLC 0.01% No change 65 $10K
New England Capital Financial Advisors LLC 0.00% Reduce -37.6% 63 $10K
Balentine LLC 0.00% No change 63 $10K
Tompkins Financial Corp. 0.00% No change 62 $10K
Valued Wealth Advisors LLC 0.00% No change 61 $10K
Consultiva Wealth Management, Corp. 0.02% No change 60 $10K
Peterson Wealth Services 0.00% No change 58 $9K
Windsor Advisory Group, LLC 0.01% Reduce -79.3% 54 $9K
Bullseye Investment Management, LLC 0.00% No change 50 $8K
City State Bank 0.00% No change 50 $8K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -84.2% 50 $8K
Blueline Advisors LLC 0.01% New 56 $8K
Philadelphia Investment Partners, LLC 0.00% No change 48 $8K
Redwood Park Advisors LLC 0.01% Reduce -84.1% 45 $7K
Monetary Solutions, Ltd 0.01% No change 42 $7K
Joseph Group Capital Management 0.00% No change 36 $6K
Blume Capital Management, Inc. 0.00% No change 35 $6K
Hoey Investments, Inc. 0.00% No change 30 $5K
Sfam, LLC 0.00% No change 30 $5K
Vision Retirement, LLC 0.00% Reduce -65.9% 30 $5K
Gilpin Wealth Management, LLC 0.00% No change 29 $5K
NCP Inc. 0.01% No change 29 $5K
Mosley Wealth Management 0.00% New 29 $5K
Credit Industriel Et Commercial 0.00% Reduce -52.5% 28 $4K
Gen-Wealth Partners Inc 0.00% No change 25 $4K
LifeSteps Financial, Inc. 0.00% New 24 $4K
LM Advisors LLC 0.02% Add +528.5% 22,350 $4K
Mechanics Financial Corp 0.00% New 18 $3K
McGuire Capital Advisors Inc. 0.00% No change 17 $3K
Valley National Advisers Inc. 0.00% No change 16 $3K
Evolution Wealth Management Inc. 0.00% New 15 $2K
Meramec Financial Planners, LLC 0.00% New 13 $2K
Go Invest LLC 0.00% Add +8.3% 13 $2K
Copia Wealth Management 0.00% No change 12 $2K
Capital Advisor Network LLC 0.00% Reduce -98.9% 10 $2K
Syntax Research, Inc. 0.00% Reduce -99.9% 9 $1K
Sawyer & Company, Inc 0.00% Reduce -61.1% 7 $1K
Nova Wealth Management, Inc. 0.00% Reduce -89.7% 6 $892
Quent Capital, LLC 0.00% New 4 $635
Tounjian Advisory Partners, LLC 0.00% New 1 $225
Parallax Volatility Advisers, L.P. 0.00% Reduce -100.0% 1 $159
Freestone Grove Partners LP 0.00% Reduce -100.0% 1 $159
Banque Cantonale Vaudoise 0.00% Reduce -80.5% 654 $104

"% 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.