SS Consumer Disc Select SectXLYETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 1,294 institutions reported holding SS Consumer Disc Select Sect (XLY) in their 13F filings, up 153 from Q3 2024. 142 opened new positions and 68 sold out. The largest holders were Bank of America Corp. ($4.2B), JPMorgan Chase & Co. ($1.1B) and Morgan Stanley ($836.3M). 7 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Ken Fisher (0.1% of Fisher Asset Management's portfolio).
- Company
- SS Consumer Disc Select Sect
- Filed as
- SELECT SECTOR SPDR TR (Q4 2024)
- CUSIP
- 81369Y407
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 142 | $601.7M |
| Exits | 68 | $366.5M |
All 13F filers, Q3 2024 → Q4 2024: 9,799,680 shares bought and 5,884,887 shares sold, net +3,914,793 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,294 holders
| Bank of America Corp. | 0.39% | Reduce -2.3% | 18,556,036 | $4.2B |
| JPMorgan Chase & Co. | 0.09% | Add +16.9% | 5,075,244 | $1.1B |
| Morgan Stanley | 0.06% | Add +9.0% | 3,727,812 | $836.3M |
| Wells Fargo & Company | 0.16% | Add +4.9% | 2,961,705 | $664.5M |
| Envestnet Asset Management Inc. | 0.19% | Add +2.9% | 2,670,634 | $599.2M |
| Ameriprise Financial Inc. | 0.14% | Add +14.4% | 2,357,083 | $528.8M |
| Raymond James Financial Inc. | 0.17% | — | 2,037,421 | $457.1M |
| LPL Financial LLC | 0.16% | Add +47.4% | 1,795,698 | $402.9M |
| UBS Group AG | 0.09% | Add +1.5% | 1,786,371 | $400.8M |
| CHURCHILL MANAGEMENT Corp | 3.77% | Add +96.3% | 1,537,909 | $345.0M |
| Goldman Sachs Group Inc. | 0.07% | Add +1.7% | 1,527,115 | $342.6M |
| PGIM Custom Harvest LLC | 6.57% | Add +0.9% | 1,498,423 | $336.2M |
| Janney Montgomery Scott LLC | 0.80% | Reduce -8.1% | 1,291,606 | $289.8M |
| Truist Financial Corp. | 0.37% | Reduce -5.9% | 1,064,489 | $238.8M |
| WestEnd Advisors, LLC | 5.55% | Reduce -6.5% | 971,710 | $218.0M |
| BlackRock, Inc. | 0.00% | Add +41.0% | 971,427 | $217.9M |
| Citadel Advisors | 0.19% | Add +67.6% | 904,699 | $203.0M |
| Fisher Asset Management | 0.08% | Reduce -3.7% | 868,659 | $194.9M |
| State Street Corp. | 0.01% | New | 850,572 | $190.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.40% | Add +156.3% | 820,000 | $184.0M |
| Cibc World Market Inc. | 0.37% | Reduce -47.6% | 714,392 | $160.3M |
| Migdal Insurance & Financial Holdings Ltd. | 2.25% | Reduce -16.3% | 698,457 | $156.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -5.9% | 646,183 | $145.0M |
| Royal Bank of Canada | 0.03% | Reduce -3.8% | 640,414 | $143.7M |
| Meitav Investment House Ltd. | 2.35% | Add +25.8% | 621,481 | $139.4M |
| Main Management ETF Advisors, LLC | 5.06% | Add +102.0% | 497,620 | $111.6M |
| Agf Management Ltd. | 0.52% | Add +17.1% | 466,924 | $104.8M |
| BNP Paribas Financial Markets | 0.08% | Reduce -69.1% | 434,006 | $97.4M |
| Victory Capital Management Inc. | 0.07% | Reduce -1.8% | 321,408 | $72.1M |
| CW Advisors, LLC | 0.94% | Add +135.0% | 306,341 | $68.7M |
| Stifel Financial Corp. | 0.07% | Reduce -2.0% | 301,414 | $67.6M |
| Cetera Investment Advisers | 0.14% | Add +2.8% | 301,092 | $67.5M |
| US Bancorp \de | 0.09% | Add +2.0% | 296,641 | $66.6M |
| MML Investors Services, LLC | 0.23% | Add +26.5% | 293,334 | $65.8M |
| Northern Trust Corp. | 0.01% | Reduce -0.1% | 291,739 | $65.5M |
| Factory Mutual Insurance Co. | 0.69% | No change | 284,000 | $63.7M |
| HighTower Advisors, LLC | 0.08% | Reduce -2.8% | 274,845 | $61.7M |
| Wolverine Trading, LLC | 1.38% | Reduce -3.9% | 272,196 | $61.5M |
| Main Management Fund Advisors LLC | 9.07% | New | 264,700 | $59.4M |
| Capital Investment Advisors, LLC | 1.21% | Add +3.5% | 264,277 | $59.3M |
| Gerber Kawasaki Wealth & Investment Management | 2.39% | Add +2.5% | 244,535 | $54.9M |
| RiverFront Investment Group, LLC | 1.22% | Add +1.7% | 238,171 | $53.4M |
| Swan Global Investments, LLC | 2.49% | Reduce -12.5% | 229,906 | $51.6M |
| KCM Investment Advisors LLC | 1.76% | Reduce -3.5% | 226,489 | $50.8M |
| Commonwealth Equity Services, LLC | 0.07% | Add +4.1% | 219,416 | $49.2M |
| Assetmark, Inc. | 0.13% | Add +52.1% | 211,329 | $47.4M |
| Peapack Gladstone Financial Corp. | 0.69% | Reduce -2.5% | 211,117 | $47.4M |
| Signature Estate & Investment Advisors LLC | 1.16% | New | 206,090 | $46.2M |
| Natixis | 0.31% | Add +0.2% | 201,226 | $45.1M |
| Rockefeller Capital Management L.P. | 0.12% | Add +17.2% | 199,950 | $44.8M |
| Main Management LLC | 3.61% | Add +237.2% | 196,857 | $44.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.26% | Add +1.3% | 194,980 | $43.7M |
| Osaic Holdings, Inc. | 0.10% | Add +7.1% | 188,645 | $42.4M |
| 1832 Asset Management L.P. | 0.07% | Add +56.4% | 183,752 | $41.2M |
| EP Wealth Advisors, LLC | 0.33% | Add +0.9% | 178,664 | $40.1M |
| Advisory Alpha, LLC | 1.42% | Reduce -2.5% | 177,563 | $39.8M |
| Full Sail Capital, LLC | 2.44% | Reduce -2.2% | 171,016 | $38.4M |
| Alps Advisors Inc. | 0.23% | Reduce -10.8% | 160,484 | $36.0M |
| Armstrong Advisory Group, Inc. | 2.70% | Add +3.0% | 150,690 | $33.8M |
| TD Asset Management Inc | 0.03% | No change | 150,000 | $33.7M |
| Citigroup Inc. | 0.03% | Reduce -14.8% | 146,850 | $32.9M |
| Susquehanna International Group, LLP | 0.05% | Add +564.1% | 144,630 | $32.4M |
| Trek Financial, LLC | 2.40% | Add +20.3% | 143,021 | $32.1M |
| Bar Harbor Wealth Management | 1.92% | Reduce -0.1% | 130,750 | $29.3M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -3.2% | 129,275 | $29.0M |
| Oppenheimer Asset Management Inc. | 0.34% | Add +6.4% | 125,161 | $28.1M |
| Spinnaker Trust | 1.74% | Reduce -0.3% | 123,162 | $27.6M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.15% | Reduce -20.0% | 121,269 | $27.2M |
| Millennium Management | 0.02% | Add +199.7% | 115,998 | $26.0M |
| Wellspring Financial Advisors, LLC | 2.68% | Reduce -2.2% | 114,443 | $25.7M |
| Bellwether Advisors, LLC | 4.47% | Reduce -8.8% | 111,494 | $25.0M |
| FMR LLC | 0.00% | Add +3.5% | 109,778 | $24.6M |
| Mariner, LLC | 0.04% | Add +33.1% | 106,126 | $23.8M |
| Biltmore Wealth Management, LLC | 9.87% | Reduce -0.2% | 105,666 | $23.7M |
| Pathstone Holdings, LLC | 0.10% | Add +10.1% | 104,448 | $23.4M |
| Graypoint LLC | 1.41% | Reduce -9.1% | 103,371 | $23.2M |
| AlphaStar Capital Management, LLC | 2.41% | New | 102,951 | $23.1M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -8.5% | 102,837 | $23.0M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +2.7% | 99,855 | $22.4M |
| Stonebridge Financial Group, LLC | 2.40% | — | 97,134 | $21.8M |
| Renaissance Technologies | 0.03% | Add +121.4% | 94,300 | $21.2M |
| Sanctuary Advisors, LLC | 0.13% | Add +2.7% | 90,085 | $21.0M |
| WBH Advisory Inc. | 1.87% | Add +4.7% | 89,579 | $20.1M |
| Ashton Thomas Private Wealth, LLC | 0.78% | Add +33.2% | 89,199 | $20.0M |
| Independent Advisor Alliance | 0.26% | New | 89,069 | $20.0M |
| Flagship Harbor Advisors, LLC | 1.04% | Add +2162.5% | 88,055 | $19.8M |
| IMZ Advisory Inc | 8.87% | Reduce -3.8% | 86,674 | $19.4M |
| Martin & Co. Inc. | 4.77% | Reduce -3.6% | 85,738 | $19.2M |
| Old National Bancorp | 0.45% | Reduce -0.0% | 85,263 | $19.1M |
| Park Avenue Securities LLC | 0.19% | Add +62.1% | 83,253 | $18.7M |
| J. Goldman & Co LP | 0.65% | Add +5025.5% | 82,110 | $18.4M |
| Private Advisor Group, LLC | 0.10% | Add +66.1% | 81,962 | $18.4M |
| Quantitative Investment Management, LLC | 1.37% | New | 81,693 | $18.3M |
| Tudor Investment Corporation | 0.18% | New | 77,572 | $17.4M |
| Krilogy Financial LLC | 1.16% | Add +1.5% | 77,284 | $17.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Add +1998.9% | 74,510 | $16.8M |
| Kingsview Wealth Management, LLC | 0.33% | Add +682.8% | 74,373 | $16.7M |
| Balyasny Asset Management L.P. | 0.04% | Reduce -51.2% | 73,507 | $16.5M |
| Thor Trading Advisors, LLC | 14.72% | — | 72,575 | $16.3M |
| Salomon & Ludwin, LLC | 1.71% | Reduce -7.8% | 72,140 | $16.2M |
| Prudential PLC | 0.08% | New | 70,900 | $15.9M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +15.9% | 70,064 | $15.7M |
| Prosperity Consulting Group, LLC | 1.17% | Add +21.0% | 69,218 | $15.5M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +33.5% | 68,148 | $15.3M |
| Country Trust Bank | 0.38% | Reduce -14.6% | 67,459 | $15.1M |
| Harel Insurance Investments & Financial Services Ltd. | 0.25% | Reduce -0.1% | 67,085 | $15.1M |
| Rothschild Capital Partners, LLC | 3.61% | Add +114.2% | 66,256 | $14.9M |
| Corient Private Wealth LP | 0.02% | Reduce -2.5% | 91,899 | $14.8M |
| Stillwater Capital Advisors, LLC | 1.77% | Add +1.6% | 63,784 | $14.3M |
| Turtle Creek Wealth Advisors, LLC | 3.29% | Add +2742.0% | 63,575 | $14.3M |
| SG Americas Securities, LLC | 0.06% | Reduce -80.5% | 61,663 | $13.8M |
| Baird Financial Group, Inc. | 0.03% | Add +6.0% | 61,356 | $13.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +58.9% | 59,386 | $13.3M |
| Comerica Bank | 0.05% | Add +0.2% | 59,041 | $13.2M |
| Q3 Asset Management | 8.16% | New | 58,477 | $13.1M |
| Horizon Wealth Management, LLC | 2.25% | Add +3965.1% | 57,724 | $13.0M |
| Ayalon Insurance Comp Ltd. | 3.89% | Reduce -0.6% | 56,163 | $12.6M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.87% | Add +0.3% | 55,190 | $12.4M |
| Cwm, LLC | 0.05% | Reduce -55.3% | 55,142 | $12.4M |
| FIL Ltd | 0.01% | Add +240.5% | 54,930 | $12.3M |
| Fifth Third Bancorp | 0.04% | Reduce -3.7% | 53,973 | $12.1M |
| German American Bancorp, Inc. | 1.23% | Add +5.9% | 52,286 | $11.7M |
| Theory Financial LLC | 4.89% | New | 52,118 | $11.7M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -2.4% | 52,116 | $11.7M |
| Petredis Investment Advisors LLC | 1.18% | Reduce -5.8% | 50,926 | $11.4M |
| DAVENPORT & Co LLC | 0.07% | Reduce -3.8% | 50,734 | $11.4M |
| Cullen Capital Management, LLC | 0.13% | New | 50,291 | $11.3M |
| Itau Unibanco Holding S.A. | 0.35% | Reduce -27.0% | 49,764 | $11.2M |
| DRW Securities, LLC | 0.75% | Add +83.3% | 49,446 | $11.1M |
| Insight Wealth Strategies, LLC | 1.47% | New | 48,938 | $11.0M |
| Clarity Financial LLC | 1.22% | Reduce -4.9% | 45,598 | $10.2M |
| Premier Path Wealth Partners, LLC | 1.56% | Reduce -5.2% | 45,551 | $10.2M |
| RFG Advisory, LLC | 0.29% | Add +47.7% | 45,211 | $10.1M |
| Atria Investments, Inc | 0.12% | Reduce -11.9% | 44,024 | $9.9M |
| IHT Wealth Management, LLC | 0.32% | Reduce -0.1% | 43,876 | $9.8M |
| Innealta Capital, LLC | 4.79% | Add +156.0% | 43,684 | $9.8M |
| Forbes J M & Co. LLP | 0.93% | No change | 43,177 | $9.7M |
| Foundations Investment Advisors, LLC | 0.19% | Add +76.4% | 42,804 | $9.6M |
| Equitable Holdings, Inc. | 0.09% | Add +46.0% | 42,731 | $9.6M |
| Creative Planning | 0.01% | Reduce -0.7% | 42,531 | $9.5M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2.28% | Reduce -19.7% | 42,407 | $9.5M |
| Ensign Peak Advisors, Inc | 0.02% | Add +246.7% | 42,285 | $9.5M |
| Proquility Private Wealth Partners, LLC | 3.04% | Add +2.6% | 42,129 | $9.5M |
| TCP Asset Management, LLC | 2.03% | Add +3.3% | 40,938 | $9.2M |
| Invst, LLC | 1.11% | Add +1096.5% | 40,826 | $9.2M |
| Intrua Financial, LLC | 1.48% | Reduce -10.3% | 40,560 | $9.1M |
| Royal Fund Management, LLC | 0.97% | New | 39,852 | $8.9M |
| MMBG Investment Advisors Co. | 0.95% | Reduce -24.4% | 39,761 | $8.9M |
| Vickerman Investment Advisors, Inc. | 2.37% | Reduce -1.6% | 38,917 | $8.7M |
| Potomac Fund Management Inc. | 0.50% | — | 38,328 | $8.6M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 1.40% | Reduce -36.7% | 38,000 | $8.5M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +35.2% | 37,870 | $8.5M |
| Bank Hapoalim BM | 1.43% | Reduce -3.0% | 37,708 | $8.5M |
| Quantinno Capital Management LP | 0.08% | Add +24.2% | 37,561 | $8.4M |
| Harbour Trust & Investment Management Co | 0.95% | Add +1.4% | 37,189 | $8.3M |
| Integrated Wealth Concepts LLC | 0.10% | Add +86.0% | 36,832 | $8.3M |
| Occidental Asset Management, LLC | 1.29% | Add +1331.2% | 36,697 | $8.2M |
| Concurrent Investment Advisors, LLC | 0.22% | Add +11.5% | 36,660 | $8.2M |
| Orange Investment Advisors, Inc. | 0.93% | Add +1.0% | 36,482 | $8.2M |
| Advisory Services Network, LLC | 0.15% | Reduce -6.2% | 36,444 | $8.2M |
| First Interstate Bank | 0.49% | Reduce -0.6% | 36,330 | $8.2M |
| Decker Retirement Planning Inc. | 4.72% | — | 36,238 | $8.1M |
| Bartlett & Co. Wealth Management LLC | 0.12% | Reduce -0.0% | 35,853 | $8.0M |
| Accurate Wealth Management, LLC | 1.53% | Add +1972.5% | 36,145 | $8.0M |
| Adams Diversified Equity Fund, Inc. | 0.30% | New | 35,100 | $7.9M |
| Carnegie Investment Counsel | 0.23% | Add +2.8% | 34,954 | $7.8M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -9.7% | 34,587 | $7.8M |
| Bank of Montreal | 0.00% | Reduce -0.4% | 34,419 | $7.7M |
| Callan Capital, LLC | 0.56% | Reduce -8.2% | 34,291 | $7.7M |
| Farmers Trust Co. | 1.43% | Reduce -1.4% | 34,247 | $7.7M |
| Fortis Group Advisors, LLC | 1.42% | Add +70837.5% | 34,050 | $7.6M |
| Financial Enhancement Group LLC | 1.16% | New | 34,205 | $7.6M |
| Baker Avenue Asset Management, LP | 0.23% | Add +476.9% | 33,793 | $7.6M |
| Brave Asset Management Inc. | 2.41% | Reduce -1.4% | 33,790 | $7.6M |
| Founders Financial Securities LLC | 0.68% | Add +29.0% | 33,717 | $7.6M |
| Tamar Securities, LLC | 1.04% | Add +2.1% | 33,684 | $7.6M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +154.1% | 33,429 | $7.5M |
| Ameraudi Asset Management, Inc. | 4.12% | Add +2386.8% | 33,249 | $7.5M |
| Benjamin Edwards Inc. | 0.11% | Add +24.8% | 33,042 | $7.4M |
| Keebeck Wealth Management | 1.07% | Reduce -1.1% | 32,987 | $7.4M |
| Davis R M Inc. | 0.14% | Reduce -4.2% | 32,667 | $7.3M |
| Horizon Investments, LLC | 0.21% | Add +26.7% | 32,628 | $7.3M |
| Eisler Capital Management Ltd. | 0.24% | — | 33,000 | $7.3M |
| First Merchants Corp. | 0.28% | Reduce -0.9% | 32,252 | $7.2M |
| Pinnacle Associates Ltd. | 0.10% | Reduce -3.3% | 32,231 | $7.2M |
| Qube Research & Technologies Ltd | 0.01% | Add +29.1% | 32,207 | $7.2M |
| Chemung Canal Trust Co. | 1.49% | Add +12.8% | 31,856 | $7.1M |
| Asset Advisors Investment Management, LLC | 0.74% | Add +13.1% | 31,590 | $7.1M |
| NewEdge Advisors, LLC | 0.04% | Reduce -1.0% | 31,292 | $7.0M |
| Parker Investment Management, LLC | 1.09% | New | 31,160 | $7.0M |
| Lido Advisors, LLC | 0.04% | Add +117.5% | 30,836 | $6.9M |
| M&T Bank Corp | 0.02% | Add +1.0% | 30,360 | $6.8M |
| Transform Wealth, LLC | 0.38% | New | 30,335 | $6.8M |
| Peterson Wealth Management | 4.04% | Add +3.0% | 30,294 | $6.8M |
| Maven Securities LTD | 1.06% | New | 29,490 | $6.6M |
| Sykon Capital LLC | 2.28% | Reduce -4.7% | 29,477 | $6.6M |
| Winthrop Capital Management, LLC | 1.75% | Add +10.4% | 29,043 | $6.6M |
| Atlas Capital Advisors Inc. | 0.83% | Add +17.8% | 28,913 | $6.5M |
| Segment Wealth Management, LLC | 0.44% | Reduce -0.9% | 28,851 | $6.5M |
| Hilltop Holdings Inc. | 0.40% | Add +166.6% | 28,415 | $6.4M |
| AdvisorShares Investments LLC | 1.22% | Add +9.5% | 28,211 | $6.3M |
| Dakota Wealth Management | 0.15% | Reduce -1.2% | 28,198 | $6.3M |
| Harrell Investment Partners, LLC | 1.76% | Reduce -6.2% | 28,152 | $6.3M |
| Focus Financial Network, Inc. | 0.25% | Add +21.9% | 28,031 | $6.3M |
| Pallas Capital Advisors LLC | 0.27% | Reduce -2.0% | 27,743 | $6.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -38.7% | 27,699 | $6.2M |
| AE Wealth Management LLC | 0.05% | Add +296.7% | 27,585 | $6.2M |
| B. Riley Wealth Advisors, Inc. | 0.20% | Reduce -1.0% | 27,464 | $6.2M |
| J.W. Cole Advisors, Inc. | 0.25% | Add +5.7% | 27,455 | $6.2M |
| EWG Elevate Inc. | 1.87% | New | 27,408 | $6.1M |
| Granite Harbor Advisors, Inc. | 3.39% | Add +3.9% | 27,335 | $6.1M |
| Toth Financial Advisory Corp. | 0.72% | Add +1.0% | 27,286 | $6.1M |
| Jones Financial Companies LLLP | 0.01% | Add +38.6% | 27,194 | $6.1M |
| Trust Co | 0.70% | Add +5.1% | 27,176 | $6.1M |
| Venturi Wealth Management, LLC | 0.30% | Add +23.3% | 27,147 | $6.1M |
| Freedom Investment Management, Inc. | 0.50% | Reduce -3.9% | 26,916 | $6.0M |
| Trilogy Capital Inc. | 0.31% | Add +751.4% | 26,904 | $6.0M |
| Steele Capital Management, Inc. | 0.31% | Add +4.8% | 26,787 | $6.0M |
| Walleye Capital LLC | 0.06% | Reduce -57.3% | 26,744 | $6.0M |
| Innova Wealth Partners | 3.71% | Add +1903.6% | 26,247 | $5.9M |
| Integrated Advisors Network LLC | 0.28% | Add +61.0% | 26,123 | $5.9M |
| Barclays PLC | 0.00% | Reduce -87.3% | 25,936 | $5.8M |
| Colton Groome Financial Advisors, LLC | 2.19% | Add +1.9% | 25,564 | $5.7M |
| MAI Capital Management | 0.04% | Add +7.3% | 25,498 | $5.7M |
| Sandy Spring Bank | 0.23% | Reduce -3.7% | 25,463 | $5.7M |
| Jane Street Group, LLC | 0.01% | Reduce -80.2% | 25,112 | $5.6M |
| Simmons Bank | 0.41% | Reduce -4.0% | 25,004 | $5.6M |
| Signal Advisors Wealth, LLC | 0.63% | Add +186.8% | 24,939 | $5.6M |
| New Millennium Group LLC | 3.19% | Add +46611.5% | 24,290 | $5.4M |
| Financial Counselors Inc. | 0.08% | Reduce -0.7% | 23,753 | $5.3M |
| Keybank National Association | 0.02% | Add +5.8% | 23,651 | $5.3M |
| Mission Hills Financial Advisory, LLC | 4.09% | Add +17.6% | 23,510 | $5.3M |
| Stephens Inc. | 0.07% | Reduce -12.7% | 23,376 | $5.2M |
| Concourse Financial Group Securities, Inc. | 0.30% | Add +38.7% | 22,729 | $5.2M |
| Merit Financial Group, LLC | 0.09% | Add +4.1% | 23,096 | $5.2M |
| Retirement Planning Group, LLC | 0.26% | Add +4.4% | 23,026 | $5.2M |
| Cornerstone Wealth Group, LLC | 0.42% | New | 22,953 | $5.1M |
| Astor Investment Management LLC | 2.63% | Reduce -42.7% | 22,904 | $5.1M |
| Csenge Advisory Group | 0.28% | Add +8.4% | 22,824 | $5.1M |
| Sabal Trust CO | 0.29% | Add +16.7% | 22,729 | $5.1M |
| Marshall Wace, LLP | 0.01% | New | 22,587 | $5.1M |
| TCV Trust & Wealth Management, Inc. | 0.46% | Reduce -1.0% | 22,432 | $5.0M |
| Dai-ichi Life Holdings, Inc. | 5.45% | Add +94.6% | 21,600 | $5.0M |
| Ferguson Wellman Capital Management, Inc. | 0.09% | Reduce -4.2% | 22,096 | $5.0M |
| Provident Co of the Employees of the Hebrew University LTD | 5.75% | No change | 22,025 | $4.9M |
| &partners | 0.06% | Add +73.2% | 20,780 | $4.8M |
| 3EDGE Asset Management, LP | 0.30% | Add +877.7% | 21,422 | $4.8M |
| Cooksen Wealth, LLC | 4.41% | Add +1.1% | 21,359 | $4.8M |
| Kennicott Capital Management LLC | 2.46% | Reduce -2.1% | 21,357 | $4.8M |
| Nwam LLC | 0.29% | Add +17.7% | 21,254 | $4.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.4% | 21,095 | $4.7M |
| Polymer Capital Management (HK) LTD | 0.83% | Add +228.1% | 21,000 | $4.7M |
| Alerus Financial NA | 0.36% | Add +60.1% | 20,996 | $4.7M |
| Robertson Stephens Wealth Management, LLC | 0.17% | Reduce -43.2% | 20,918 | $4.7M |
| Focus Partners Wealth | 0.01% | Add +31.8% | 20,845 | $4.7M |
| Scotia Capital Inc. | 0.02% | Add +131.3% | 20,709 | $4.6M |
| Cerity Partners LLC | 0.01% | Add +14.7% | 20,650 | $4.6M |
| Transcend Capital Advisors, LLC | 0.33% | Reduce -8.6% | 20,500 | $4.6M |
| Blair William & Co. | 0.01% | Add +0.8% | 20,464 | $4.6M |
| Cubist Systematic Strategies, LLC | 0.07% | New | 20,367 | $4.6M |
| Monument Capital Management | 1.25% | New | 20,256 | $4.5M |
| Fca Corp. | 1.42% | Add +0.5% | 20,223 | $4.5M |
| Waverly Advisors, LLC | 0.07% | Add +23.2% | 20,198 | $4.5M |
| Sharp Wealth Advisory, LLC | 3.44% | New | 20,178 | $4.5M |
| World Equity Group, Inc. | 0.97% | New | 20,144 | $4.5M |
| Spire Wealth Management | 0.14% | Add +19.7% | 20,063 | $4.5M |
| Orleans Capital Management Corp. | 2.51% | Add +0.9% | 20,086 | $4.5M |
| Associated Banc-Corp | 0.13% | Reduce -8.5% | 19,728 | $4.4M |
| Howard Capital Management Group, LLC | 0.30% | Reduce -3.2% | 19,596 | $4.4M |
| FSC Wealth Advisors, LLC | 2.81% | Add +2.0% | 19,449 | $4.4M |
| Ameritas Advisory Services, LLC | 0.15% | Add +3.3% | 19,442 | $4.4M |
| Financially Speaking Inc | 2.95% | — | 19,363 | $4.3M |
| Stockman Wealth Management, Inc. | 0.68% | Reduce -1.9% | 19,247 | $4.3M |
| Natixis Advisors, LLC | 0.01% | Add +10.0% | 19,171 | $4.3M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Add +724.9% | 19,022 | $4.3M |
| Neville Rodie & Shaw Inc. | 0.31% | No change | 18,940 | $4.2M |
| TrinityPoint Wealth, LLC | 0.60% | Reduce -3.9% | 18,904 | $4.2M |
| Jackson, Grant Investment Advisers, Inc. | 1.63% | Add +0.0% | 18,893 | $4.2M |
| Squarepoint Ops LLC | 0.01% | Reduce -77.7% | 18,582 | $4.2M |
| Rockland Trust Co. | 0.21% | Add +116.9% | 18,486 | $4.1M |
| CoreCap Advisors, LLC | 0.19% | Reduce -16.6% | 18,439 | $4.1M |
| Attessa Capital LLC | 2.82% | — | 18,438 | $4.1M |
| James Investment Research, Inc. | 0.48% | Reduce -1.8% | 18,090 | $4.1M |
| Penserra Capital Management LLC | 0.07% | New | 18,031 | $4.0M |
| Brandywine Oak Private Wealth LLC | 0.39% | Reduce -0.6% | 17,987 | $4.0M |
| Tiaa Trust, National Association | 0.01% | Reduce -1.1% | 17,793 | $4.0M |
| Tritonpoint Wealth, LLC | 0.36% | Reduce -0.3% | 17,757 | $4.0M |
| SRB Corp. | 0.23% | New | 17,692 | $4.0M |
| Foguth Wealth Management, LLC. | 1.03% | Add +92.9% | 17,073 | $3.9M |
| AlphaMark Advisors, LLC | 1.70% | Add +3.6% | 17,478 | $3.9M |
| Captrust Financial Advisors | 0.01% | Add +6.5% | 17,396 | $3.9M |
| PCG Asset Management, LLC | 3.41% | — | 17,323 | $3.9M |
| Laidlaw Wealth Management LLC | 1.68% | Add +2.1% | 17,149 | $3.8M |
| Mutual Advisors, LLC | 0.11% | Add +3.9% | 17,000 | $3.8M |
| Independent Financial Group, LLC | 0.13% | Add +13.4% | 16,925 | $3.8M |
| Snowden Capital Advisors LLC | 0.12% | Add +2.2% | 16,694 | $3.7M |
| Mathes Company, Inc. | 1.37% | No change | 16,600 | $3.7M |
| Oppenheimer & Co. Inc. | 0.06% | Add +20.5% | 16,541 | $3.7M |
| Stratos Wealth Advisors, LLC | 0.18% | Add +24.0% | 16,498 | $3.7M |
| Long Run Wealth Advisors, LLC | 0.89% | Reduce -17.6% | 16,471 | $3.7M |
| Chicago Wealth Management, Inc. | 1.90% | New | 16,323 | $3.7M |
| First Trust Advisors LP | 0.00% | New | 16,162 | $3.6M |
| AMG National Trust Bank | 0.10% | Reduce -2.6% | 16,117 | $3.6M |
| SkyView Investment Advisors, LLC | 0.58% | Add +7.7% | 16,129 | $3.6M |
| Cohen & Steers, Inc. | 0.01% | New | 16,000 | $3.6M |
| Evolution Wealth Advisors, LLC | 0.60% | Reduce -0.1% | 15,979 | $3.6M |
| Terra Nova Asset Management LLC | 2.71% | Add +0.4% | 15,887 | $3.6M |
| Commerce Bank | 0.02% | Add +5.1% | 15,754 | $3.5M |
| Atom Investors LP | 0.44% | Add +18.4% | 15,727 | $3.5M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -4.2% | 15,682 | $3.5M |
| Canton Hathaway, LLC | 0.87% | Add +15.3% | 15,574 | $3.5M |
| Sigma Planning Corp | 0.11% | Reduce -5.0% | 15,496 | $3.5M |
| GeoWealth Management, LLC | 0.11% | Add +4.9% | 15,411 | $3.5M |
| First Horizon Advisors, Inc. | 0.10% | Reduce -0.1% | 15,339 | $3.4M |
| Pennsylvania Capital Management Inc. | 1.18% | No change | 15,327 | $3.4M |
| MontVue Capital Management, Inc. | 2.62% | Reduce -0.9% | 15,296 | $3.4M |
| CreativeOne Wealth, LLC | 0.10% | Add +12.8% | 14,972 | $3.4M |
| Banco Santander, S.A. | 0.04% | Reduce -24.1% | 14,851 | $3.3M |
| Banco BTG Pactual S.A. | 0.78% | Reduce -36.1% | 14,997 | $3.3M |
| jvl associates llc | 1.26% | No change | 14,787 | $3.3M |
| Caprock Group, LLC | 0.11% | Add +33.3% | 14,593 | $3.3M |
| Fiduciary Group, LLC | 0.33% | Add +31.1% | 14,463 | $3.2M |
| GenTrust, LLC | 0.14% | New | 14,449 | $3.2M |
| Bank of Marin | 2.53% | Reduce -1.3% | 14,236 | $3.2M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +56.9% | 14,070 | $3.2M |
| IMC-Chicago, LLC | 0.09% | New | 14,049 | $3.2M |
| Elevation Point Wealth Partners, LLC | 0.25% | Reduce -43.0% | 13,847 | $3.1M |
| Relyea Zuckerberg Hanson LLC | 0.41% | No change | 13,755 | $3.1M |
| Marion Wealth Management | 0.82% | Add +0.5% | 13,745 | $3.1M |
| Creative Financial Designs Inc. | 0.25% | Reduce -9.8% | 13,516 | $3.0M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +9419.9% | 13,423 | $3.0M |
| Ring Mountain Capital, LLC | 2.02% | — | 13,409 | $3.0M |
| One Wealth Map LLC | 1.83% | Reduce -7.9% | 13,771 | $3.0M |
| West Financial Advisors, LLC | 0.58% | New | 13,371 | $3.0M |
| First National Bank of Hutchinson | 1.81% | No change | 13,370 | $3.0M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -12.6% | 13,364 | $3.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.07% | Reduce -3.5% | 13,313 | $3.0M |
| Summit Financial, LLC | 0.10% | Add +161.0% | 13,313 | $3.0M |
| Dorsey & Whitney Trust CO LLC | 0.16% | Add +43.5% | 13,274 | $3.0M |
| Cresset Asset Management, LLC | 0.01% | Reduce -47.9% | 13,052 | $2.9M |
| Diversified Enterprises, LLC | 0.28% | Reduce -1.0% | 12,956 | $2.9M |
| Fourth Dimension Wealth, LLC | 1.50% | — | 12,851 | $2.9M |
| Butensky & Cohen Financial Security, Inc. | 0.90% | Reduce -3.8% | 12,810 | $2.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.23% | Add +28.0% | 12,752 | $2.9M |
| Camelot Technology Advisors, Inc. | 2.56% | Reduce -1.9% | 12,565 | $2.8M |
| Transamerica Financial Advisors, LLC | 0.28% | Add +129.3% | 12,403 | $2.8M |
| HRT Financial LP | 0.01% | New | 12,370 | $2.8M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -6.2% | 12,369 | $2.8M |
| Sapient Capital LLC | 0.05% | Add +13.0% | 12,250 | $2.7M |
| Provida Pension Fund Administrator | 0.06% | No change | 12,210 | $2.7M |
| LMR Partners LLP | 0.06% | New | 12,112 | $2.7M |
| IFG Advisory, LLC | 0.15% | New | 12,105 | $2.7M |
| Boltwood Capital Management | 0.83% | Reduce -1.8% | 12,070 | $2.7M |
| Oak Family Advisors, LLC | 1.06% | Reduce -0.5% | 12,022 | $2.7M |
| UNIVEST FINANCIAL Corp | 0.17% | Add +110.6% | 12,004 | $2.7M |
| Man Group plc | 0.01% | Reduce -43.7% | 11,969 | $2.7M |
| IronBridge Private Wealth, LLC | 0.99% | New | 11,962 | $2.7M |
| Fairvoy Private Wealth, LLC | 0.71% | — | 11,956 | $2.7M |
| Summit Trail Advisors, LLC | 0.10% | Add +0.1% | 11,908 | $2.7M |
| Trust Co. of Oklahoma | 0.85% | Add +2.6% | 11,905 | $2.7M |
| Sowell Financial Services LLC | 0.14% | New | 11,871 | $2.7M |
| Constitution Capital LLC | 1.49% | Add +4.4% | 11,847 | $2.7M |
| Financial Freedom, LLC | 1.40% | Reduce -2.4% | 11,828 | $2.7M |
| Nelson Capital Management, LLC | 0.44% | Add +1.0% | 11,823 | $2.7M |
| Magnus Financial Group LLC | 0.26% | Add +8.3% | 11,815 | $2.7M |
| Evercore Wealth Management, LLC | 0.04% | Reduce -2.7% | 11,752 | $2.6M |
| Windsor Capital Management, LLC | 0.78% | Reduce -0.8% | 11,676 | $2.6M |
| Cavalier Investments, LLC | 0.88% | New | 11,675 | $2.6M |
| Regions Financial Corp. | 0.02% | Reduce -2.1% | 11,627 | $2.6M |
| CIBC Private Wealth Group LLC | 0.00% | Add +6.5% | 11,615 | $2.6M |
| Avitas Wealth Management LLC | 0.35% | Reduce -5.2% | 11,410 | $2.6M |
| Colony Family Offices, LLC | 0.80% | No change | 11,391 | $2.6M |
| Bfsg, LLC | 0.30% | Reduce -19.5% | 11,362 | $2.5M |
| Zullo Investment Group, Inc. | 1.02% | Reduce -3.7% | 11,250 | $2.5M |
| Chesapeake Wealth Management | 0.86% | Reduce -4.3% | 11,139 | $2.5M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.94% | Reduce -2.5% | 11,121 | $2.5M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -6.9% | 11,025 | $2.5M |
| Valeo Financial Advisors, LLC | 0.07% | Add +223.7% | 33,260 | $2.5M |
| Magnolia Capital Management Ltd. | 1.95% | No change | 10,921 | $2.5M |
| Richard W. Paul & Associates, LLC | 0.89% | Reduce -5.5% | 10,887 | $2.4M |
| Meridian Wealth Management, LLC | 0.11% | Reduce -0.5% | 10,761 | $2.4M |
| Everstar Asset Management, LLC | 1.70% | Add +2.5% | 10,714 | $2.4M |
| Harbour Investments, Inc. | 0.07% | Add +0.7% | 10,712 | $2.4M |
| Western Wealth Management, LLC | 0.13% | Add +14.7% | 10,670 | $2.4M |
| Moulton Wealth Management, Inc. | 1.84% | Add +110.0% | 10,669 | $2.4M |
| HB Wealth Management, LLC | 0.02% | Reduce -2.3% | 10,625 | $2.4M |
| Centaurus Financial, Inc. | 0.15% | Reduce -41.0% | 10,607 | $2.4M |
| Stonebridge Financial Planning Group, LLC | 1.06% | Reduce -2.7% | 10,589 | $2.4M |
| Point Windward Advisors Inc. | 0.89% | Add +0.8% | 10,563 | $2.4M |
| Darwin Wealth Management, LLC | 0.77% | Reduce -35.7% | 10,226 | $2.3M |
| NBT Bank, N.A. | 0.16% | Reduce -3.1% | 10,221 | $2.3M |
| Herbst Group, LLC | 1.41% | Add +3.9% | 10,115 | $2.3M |
| United Asset Strategies, Inc. | 0.21% | Reduce -3.5% | 10,085 | $2.3M |
| Crews Bank & Trust | 0.38% | — | 10,003 | $2.2M |
| BLKBRD Asset Management, LP | 10.46% | — | 10,000 | $2.2M |
| Mechanics Bank Trust Department | 0.30% | Reduce -8.2% | 9,981 | $2.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -29.7% | 9,980 | $2.2M |
| Founders Grove Wealth Partners, LLC | 0.64% | — | 9,814 | $2.2M |
| Wilmington Savings Fund Society, FSB | 0.04% | Reduce -9.1% | 9,772 | $2.2M |
| Arkadios Wealth Advisors | 0.12% | Add +7.4% | 9,714 | $2.2M |
| Narus Financial Partners, LLC | 0.74% | Add +1.3% | 9,692 | $2.2M |
| Glenmede Trust Co. NA | 0.01% | Reduce -59.3% | 9,629 | $2.2M |
| Bray Capital Advisors | 0.58% | Reduce -2.0% | 9,610 | $2.2M |
| Janney Capital Management LLC | 0.14% | Add +5.6% | 9,569 | $2.1M |
| RiverGlades Family Offices LLC | 1.53% | Add +3.7% | 9,548 | $2.1M |
| Brown Advisory Inc. | 0.00% | Add +11.9% | 9,539 | $2.1M |
| Whittier Trust Co. | 0.03% | Reduce -2.1% | 9,521 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.16% | Reduce -15.0% | 9,518 | $2.1M |
| Proffitt & Goodson Inc. | 0.35% | Add +1.7% | 9,508 | $2.1M |
| Pettyjohn, Wood & White, Inc. | 0.39% | Add +0.3% | 9,494 | $2.1M |
| StoneX Group Inc. | 0.12% | Add +27.9% | 9,475 | $2.1M |
| DSG Capital Advisors, LLC | 0.38% | — | 9,453 | $2.1M |
| HSBC Holdings PLC | 0.00% | Reduce -46.6% | 9,313 | $2.1M |
| Donald L. Hagan, LLC | 1.07% | Reduce -28.9% | 9,218 | $2.1M |
| Redwood Financial Network Corp | 1.51% | Reduce -1.2% | 9,049 | $2.0M |
| Avidian Wealth Enterprises, LLC | 0.09% | Reduce -5.7% | 9,041 | $2.0M |
| Hancock Whitney Corp. | 0.06% | No change | 8,847 | $2.0M |
| CWC Advisors, LLC. | 1.97% | Add +2.3% | 8,800 | $2.0M |
| HBW Advisory Services LLC | 0.20% | Add +11.7% | 8,735 | $2.0M |
| Bangor Savings Bank | 0.18% | Reduce -3.5% | 8,723 | $2.0M |
| Alpha Wealth Funds, LLC | 2.04% | — | 8,707 | $2.0M |
| Okabena Investment Services Inc. | 0.54% | Add +7.2% | 8,674 | $1.9M |
| AQR Capital Management | 0.00% | Add +25.3% | 8,645 | $1.9M |
| Horizon Financial Services, LLC | 1.08% | Add +19.0% | 8,546 | $1.9M |
| Blue Capital, Inc. | 1.35% | — | 8,532 | $1.9M |
| Beaumont Financial Advisors, LLC | 0.14% | Reduce -0.4% | 8,439 | $1.9M |
| D.A. Davidson & Co. | 0.02% | Add +2.4% | 8,425 | $1.9M |
| ARS Investment Partners, LLC | 0.17% | Reduce -7.2% | 8,410 | $1.9M |
| Avior Wealth Management, LLC | 0.07% | Reduce -1.8% | 8,389 | $1.9M |
| Byrne Financial Freedom, LLC | 0.83% | — | 8,350 | $1.9M |
| Fulcrum Equity Management | 1.84% | Add +197.9% | 8,295 | $1.9M |
| CX Institutional | 0.07% | Reduce -1.1% | 8,241 | $1.8M |
| New Wave Wealth Advisors LLC | 0.76% | Add +114.1% | 8,230 | $1.8M |
| Certified Advisory Corp | 0.20% | Add +1.5% | 8,210 | $1.8M |
| Valmark Advisers, Inc. | 0.03% | Reduce -8.9% | 8,162 | $1.8M |
| Atticus Wealth Management, LLC | 0.57% | Reduce -0.3% | 8,131 | $1.8M |
| Abbot Financial Management, Inc. | 0.89% | Add +1.9% | 7,925 | $1.8M |
| Calamos Wealth Management LLC | 0.09% | No change | 7,891 | $1.8M |
| Agate Pass Investment Management, LLC | 0.79% | Add +177.7% | 7,828 | $1.8M |
| Synergy Asset Management, LLC | 0.13% | New | 7,878 | $1.7M |
| Soltis Investment Advisors LLC | 0.16% | Reduce -0.5% | 7,677 | $1.7M |
| Rovin Capital /Ut/ | 0.62% | Add +1.4% | 7,696 | $1.7M |
| Tocqueville Asset Management L.P. | 0.03% | No change | 7,647 | $1.7M |
| Laurel Wealth Advisors LLC | 0.27% | Add +1.1% | 7,615 | $1.7M |
| Realta Investment Advisors | 0.70% | Add +9.8% | 7,542 | $1.7M |
| Choate Investment Advisors | 0.04% | Add +8.6% | 7,558 | $1.7M |
| Silver Oak Securities, Incorporated | 0.16% | Add +2.3% | 7,476 | $1.7M |
| Brookstone Capital Management | 0.02% | Reduce -57.1% | 7,531 | $1.7M |
| NewEdge Wealth, LLC | 0.03% | Reduce -24.2% | 7,520 | $1.7M |
| C2C Wealth Management, LLC | 1.56% | Reduce -1.1% | 7,514 | $1.7M |
| Ledyard National Bank | 0.16% | Reduce -2.3% | 7,504 | $1.7M |
| Kovack Advisors, Inc. | 0.17% | Add +4.4% | 7,496 | $1.7M |
| PFG Advisors | 0.10% | Add +8.7% | 7,490 | $1.7M |
| SMART Wealth LLC | 0.60% | Add +41.4% | 7,471 | $1.7M |
| Wulff, Hansen & Co. | 1.58% | No change | 7,460 | $1.7M |
| One Charles Private Wealth Services, LLC | 0.56% | Reduce -4.5% | 7,448 | $1.7M |
| Country Club Bank | 0.11% | Add +3.5% | 7,330 | $1.7M |
| Per Stirling Capital Management, LLC. | 0.23% | Add +2.2% | 7,313 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +4.9% | 7,221 | $1.6M |
| IFP Advisors, Inc | 0.05% | Add +17.5% | 7,176 | $1.6M |
| Bryn Mawr Trust Advisors, LLC | 0.09% | Reduce -1.4% | 7,157 | $1.6M |
| Wealthfront Advisers LLC | 0.00% | Add +12.3% | 7,146 | $1.6M |
| Clarus Wealth Advisors | 0.80% | Add +3.1% | 7,212 | $1.6M |
| Jacobi Capital Management LLC | 0.12% | Add +0.9% | 7,138 | $1.6M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Reduce -6.6% | 7,130 | $1.6M |
| M3 Advisory Group, LLC | 1.15% | Add +1.3% | 7,130 | $1.6M |
| Cary Street Partners Financial LLC | 0.05% | — | 7,105 | $1.6M |
| Montecito Bank & Trust | 0.28% | Reduce -3.1% | 7,099 | $1.6M |
| 10Elms LLP | 1.94% | — | 6,908 | $1.5M |
| Monetary Management Group Inc. | 0.40% | Add +4.6% | 6,905 | $1.5M |
| Madden Advisory Services, Inc. | 0.72% | Reduce -1.0% | 6,891 | $1.5M |
| Pine Valley Investments Ltd Liability Co | 0.10% | Reduce -14.3% | 6,808 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +4.1% | 6,749 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +4.1% | 6,749 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Add +1.5% | 6,721 | $1.5M |
| Crestwood Advisors Group, LLC | 0.03% | Add +1.4% | 6,718 | $1.5M |
| Integral Investment Advisors, Inc. | 0.49% | Reduce -0.3% | 6,712 | $1.5M |
| Regal Investment Advisors LLC | 0.11% | Add +51.5% | 6,701 | $1.5M |
| Capital Insight Partners, LLC | 0.26% | Reduce -7.3% | 6,670 | $1.5M |
| Purus Wealth Management, LLC | 0.59% | Add +115.9% | 6,668 | $1.5M |
| Capital Investment Counsel, LLC | 0.25% | Add +30.2% | 6,654 | $1.5M |
| Exchange Capital Management, Inc. | 0.24% | Reduce -5.2% | 6,627 | $1.5M |
| Signet Financial Management, LLC | 0.19% | Add +4.6% | 6,610 | $1.5M |
| Waterway Wealth Management, LLC | 0.65% | Reduce -0.3% | 6,586 | $1.5M |
| Runnymede Capital Advisors, Inc. | 1.29% | — | 6,572 | $1.5M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | No change | 6,571 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Add +4.2% | 6,477 | $1.5M |
| Prospera Financial Services Inc | 0.03% | Add +4.3% | 6,449 | $1.4M |
| MKT Advisors LLC | 0.63% | Add +7.5% | 6,312 | $1.4M |
| Straightline Group LLC | 0.95% | — | 6,442 | $1.4M |
| Fort Point Capital Partners LLC | 0.16% | Reduce -0.9% | 6,425 | $1.4M |
| Afg Fiduciary Services Limited Partnership | 1.02% | Reduce -7.6% | 6,326 | $1.4M |
| Synovus Financial Corp. | 0.02% | Reduce -13.4% | 6,381 | $1.4M |
| Kanawha Capital Management LLC | 0.11% | Reduce -0.3% | 6,319 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +3.6% | 6,305 | $1.4M |
| Ingalls & Snyder LLC | 0.06% | Add +4.2% | 6,303 | $1.4M |
| Roberts Wealth Advisors, LLC | 0.43% | Reduce -1.7% | 6,210 | $1.4M |
| City Center Advisors, LLC | 1.57% | New | 6,245 | $1.4M |
| Citizens Financial Group Inc. | 0.03% | Add +51.4% | 6,216 | $1.4M |
| Bristlecone Advisors, LLC | 0.11% | No change | 6,174 | $1.4M |
| Wellington Management Group LLP | 0.00% | Reduce -10.8% | 6,151 | $1.4M |
| Gallagher Fiduciary Advisors, LLC | 0.27% | Add +6.5% | 6,137 | $1.4M |
| Frank, Rimerman Advisors LLC | 0.10% | No change | 6,124 | $1.4M |
| Plimoth Trust Co. LLC | 0.35% | Reduce -5.0% | 6,106 | $1.4M |
| World Investment Advisors | 0.04% | Add +88.0% | 6,042 | $1.4M |
| Rwa Wealth Partners, LLC | 0.02% | Add +9.3% | 6,036 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -3.7% | 6,034 | $1.4M |
| Shepherd Financial Partners LLC | 0.16% | No change | 6,023 | $1.4M |
| Fifth Third Wealth Advisors LLC | 0.07% | Add +2.3% | 5,992 | $1.3M |
| Sentinel Trust Co. Lba | 0.15% | No change | 5,986 | $1.3M |
| Grassi Investment Management | 0.11% | Reduce -1.8% | 5,985 | $1.3M |
| Belpointe Asset Management LLC | 0.08% | Add +0.7% | 7,137 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.8% | 5,933 | $1.3M |
| Claro Advisors Inc. | 0.18% | Reduce -25.1% | 5,893 | $1.3M |
| Capital Advisors, Ltd. LLC | 0.16% | No change | 5,824 | $1.3M |
| First Wilshire Securities Management Inc. | 0.35% | No change | 5,798 | $1.3M |
| Diversify Advisory Services, LLC | 0.07% | Add +12.3% | 5,871 | $1.3M |
| Smith Salley Wealth Management | 0.08% | Add +67.5% | 5,749 | $1.3M |
| First Manhattan Co. Llc. | 0.00% | New | 5,747 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -11.9% | 5,743 | $1.3M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +27.6% | 5,741 | $1.3M |
| Wedbush Securities Inc. | 0.05% | Add +15.0% | 5,698 | $1.3M |
| Beacon Financial Advisory LLC | 0.41% | Add +2.1% | 5,680 | $1.3M |
| First Business Financial Services, Inc. | 0.13% | No change | 5,651 | $1.3M |
| St. Johns Investment Management Company, LLC | 0.59% | Reduce -1.9% | 5,632 | $1.3M |
| Private Wealth Advisors, LLC | 0.54% | Reduce -7.8% | 5,556 | $1.2M |
| Mirador Capital Partners LP | 0.23% | Add +5.0% | 5,554 | $1.2M |
| Advisory Resource Group | 0.26% | Reduce -10.7% | 5,455 | $1.2M |
| Navellier & Associates Inc. | 0.15% | Add +18.3% | 5,427 | $1.2M |
| Pines Wealth Management, LLC | 0.53% | — | 5,475 | $1.2M |
| Glass Jacobson Investment Advisors llc | 0.39% | Reduce -10.7% | 5,348 | $1.2M |
| Kingstone Capital Partners Texas, LLC | 0.97% | — | 5,342 | $1.2M |
| City Holding Co. | 0.17% | Reduce -2.4% | 5,335 | $1.2M |
| Quadcap Wealth Management, LLC | 0.18% | Reduce -0.4% | 5,312 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Add +18.8% | 5,065 | $1.1M |
| Dumont & Blake Investment Advisors LLC | 0.31% | Add +10.8% | 5,098 | $1.1M |
| Ashton Thomas Securities, LLC | 0.31% | Add +3.6% | 5,083 | $1.1M |
| Crew Capital Management, Ltd | 0.95% | Reduce -11.3% | 5,078 | $1.1M |
| Bailard, Inc. | 0.03% | Add +4.8% | 5,069 | $1.1M |
| Institute for Wealth Management, LLC. | 0.14% | Add +1.5% | 4,990 | $1.1M |
| Sequent Planning LLC | 0.41% | Add +26.9% | 4,958 | $1.1M |
| Sharper & Granite LLC | 0.49% | Add +12.7% | 4,955 | $1.1M |
| Golden State Wealth Management, LLC | 0.17% | — | 4,942 | $1.1M |
| Encompass More Asset Management | 0.36% | Reduce -45.1% | 4,926 | $1.1M |
| Davies Financial Advisors, Inc. | 0.94% | Reduce -5.9% | 4,924 | $1.1M |
| Perennial Investment Advisors, LLC | 0.13% | Add +3.4% | 4,912 | $1.1M |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -14.0% | 4,911 | $1.1M |
| Guardian Asset Advisors, LLC | 0.70% | New | 4,899 | $1.1M |
| Elm Partners Management LLC | 0.07% | Add +64.9% | 4,897 | $1.1M |
| Birchcreek Wealth Management, LLC | 0.69% | Reduce -16.3% | 4,879 | $1.1M |
| Rothschild Wealth LLC | 0.32% | New | 4,861 | $1.1M |
| Mission Creek Capital Partners, Inc. | 0.24% | Reduce -0.4% | 4,855 | $1.1M |
| Mendel Capital Management LLC | 0.65% | Add +18.8% | 4,791 | $1.1M |
| Family Firm, Inc. | 0.24% | Reduce -0.9% | 4,774 | $1.1M |
| CWA Asset Management Group, LLC | 0.05% | Add +41.5% | 4,741 | $1.1M |
| Calton & Associates, Inc. | 0.47% | New | 4,727 | $1.1M |
| Larson Financial Group LLC | 0.05% | Add +6.5% | 4,721 | $1.1M |
| Koshinski Asset Management, Inc. | 0.09% | Reduce -0.5% | 4,633 | $1.0M |
| Kagan Cocozza Asset Management | 0.86% | — | 4,629 | $1.0M |
| Mgo One Seven LLC | 0.04% | Add +12.1% | 4,618 | $1.0M |
| Money Concepts Capital Corp. | 0.08% | Add +18.1% | 4,591 | $1.0M |
| Cornerstone National Bank & Trust Co | 0.47% | Reduce -0.1% | 4,580 | $1.0M |
| Axxcess Wealth Management, LLC | 0.03% | Add +4.6% | 4,564 | $1.0M |
| Allworth Financial LP | 0.01% | Add +7.6% | 4,429 | $1.0M |
| Arrow Financial Corp | 0.10% | Reduce -21.5% | 4,518 | $1.0M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -58.1% | 4,510 | $1.0M |
| Contravisory Investment Management, Inc. | 0.22% | Reduce -5.7% | 4,498 | $1.0M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -1.4% | 4,494 | $1.0M |
| SVB Wealth LLC | 0.02% | New | 4,477 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.4% | 4,387 | $984K |
| Thomasville National Bank | 0.07% | No change | 4,368 | $980K |
| Worth Asset Management, LLC | 0.52% | Add +306.9% | 4,329 | $971K |
| Milestone Asset Management, LLC | 0.21% | Add +179.9% | 4,316 | $969K |
| Perbak Capital Partners LLP | 0.51% | Reduce -87.4% | 4,285 | $961K |
| Harbor Investment Advisory, LLC | 0.09% | Reduce -0.2% | 4,262 | $956K |
| Ally Invest Advisors Inc. | 0.08% | Add +7.8% | 4,259 | $956K |
| Wealthgarden F.S. LLC | 0.89% | Add +7.0% | 4,247 | $953K |
| AAFMAA Wealth Management & Trust LLC | 0.42% | Add +1.5% | 4,244 | $952K |
| Global Retirement Partners, LLC | 0.03% | Add +3.1% | 4,229 | $949K |
| V2 Financial group LLC | 0.57% | Add +2.4% | 4,200 | $942K |
| Schrum Private Wealth Management LLC | 0.79% | New | 4,171 | $936K |
| Richardson Financial Services Inc. | 0.66% | New | 4,138 | $935K |
| Retirement Capital Strategies | 0.35% | New | 4,169 | $935K |
| Marcum Wealth, LLC | 0.08% | Reduce -6.8% | 4,163 | $934K |
| Northstar Advisory Group, LLC | 0.48% | New | 4,162 | $934K |
| Centiva Capital, LP | 0.04% | Reduce -81.9% | 4,141 | $929K |
| Rockingstone Advisors LLC | 0.41% | Add +5.8% | 4,140 | $929K |
| International Assets Investment Management, LLC | 0.08% | Reduce -16.3% | 4,142 | $917K |
| Aptus Capital Advisors, LLC | 0.01% | Add +340.2% | 4,085 | $917K |
| CENTRAL TRUST Co | 0.02% | Add +8.0% | 4,046 | $908K |
| Pure Financial Advisors, LLC | 0.02% | Add +4.8% | 4,041 | $907K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +0.9% | 4,035 | $905K |
| Vishria Bird Financial Group, LLC | 0.32% | No change | 4,030 | $904K |
| Lionsbridge Wealth Management LLC | 0.76% | Reduce -7.6% | 4,023 | $903K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +116.7% | 4,008 | $899K |
| E&G Advisors, LLC | 0.24% | Add +0.3% | 3,985 | $894K |
| First Heartland Consultants, Inc. | 0.09% | New | 3,963 | $889K |
| KDK Private Wealth Management, LLC | 0.92% | — | 3,939 | $884K |
| Aspen Investment Management Inc | 0.41% | Add +93.8% | 3,915 | $878K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +1.4% | 3,889 | $872K |
| TAP Consulting, LLC | 0.18% | Reduce -14.1% | 3,869 | $868K |
| Vista Investment Management | 0.33% | No change | 3,869 | $868K |
| Archford Capital Strategies, LLC | 0.13% | No change | 3,863 | $867K |
| Level Four Advisory Services, LLC | 0.04% | Reduce -21.8% | 3,853 | $865K |
| WT Wealth Management | 0.27% | Reduce -2.8% | 3,846 | $863K |
| Beacon Bridge Wealth Partners, LLC | 0.36% | New | 3,828 | $859K |
| Providence First Trust Co | 0.32% | Reduce -49.3% | 3,750 | $841K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +16.1% | 3,731 | $837K |
| Oxler Private Wealth LLC | 0.27% | Add +0.2% | 3,714 | $833K |
| Silverlake Wealth Management LLC | 0.32% | Add +51.4% | 3,687 | $827K |
| Gsa Capital Partners LLP | 0.06% | Reduce -16.9% | 3,615 | $811K |
| Argent Trust Co | 0.03% | No change | 3,602 | $808K |
| Peoples Bank | 0.56% | Add +150.8% | 3,601 | $808K |
| Brendel Financial Advisors LLC | 0.49% | Reduce -10.6% | 3,581 | $803K |
| Sound Income Strategies, LLC | 0.05% | Add +0.1% | 3,566 | $800K |
| Greenleaf Trust | 0.01% | No change | 3,557 | $798K |
| McHugh Group, LLC | 0.60% | — | 3,550 | $796K |
| Clare Market Investments LLC | 0.19% | Reduce -1.3% | 3,530 | $792K |
| JSF Financial, LLC | 0.21% | New | 3,530 | $792K |
| Capstone Wealth Management Group LLC | 0.60% | — | 3,519 | $789K |
| Jump Financial, LLC | 0.02% | New | 3,516 | $789K |
| First National Trust Co | 0.03% | Reduce -1.4% | 3,489 | $783K |
| Bessemer Group Inc. | 0.00% | Add +441.4% | 3,481 | $781K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +1.1% | 3,438 | $771K |
| SteelPeak Wealth, LLC | 0.03% | Reduce -69.0% | 3,419 | $767K |
| Financial & Tax Architects, LLC | 0.19% | Add +7.4% | 3,400 | $763K |
| Essex LLC | 0.16% | Add +7.0% | 3,361 | $754K |
| Athena Investment Management | 0.44% | No change | 3,350 | $752K |
| Rollins Financial Advisors, LLC | 0.12% | Reduce -3.4% | 3,341 | $750K |
| EPG Wealth Management LLC | 0.20% | Reduce -0.3% | 3,315 | $744K |
| Partners Wealth Management, LLC | 0.84% | — | 3,306 | $742K |
| First Foundation Advisors | 0.03% | Reduce -3.0% | 3,288 | $738K |
| Dearborn Partners LLC | 0.03% | No change | 3,264 | $732K |
| Roman Butler Fullerton & Co. | 0.23% | New | 3,142 | $727K |
| Phillips Wealth Planners LLC | 0.72% | Reduce -2.5% | 3,278 | $724K |
| Choreo, LLC | 0.01% | Add +3.5% | 3,193 | $721K |
| Nixon Peabody Trust Co. | 0.06% | No change | 3,200 | $718K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 3,200 | $718K |
| Stonebrook Private Inc. | 0.19% | Add +17.7% | 3,191 | $716K |
| Clarius Group, LLC | 0.05% | No change | 3,188 | $715K |
| Pinnacle Family Advisors, LLC | 0.35% | New | 3,180 | $713K |
| Johnson Financial Group, Inc. | 0.03% | Add +50.9% | 3,045 | $707K |
| Verition Fund Management LLC | 0.00% | No change | 3,150 | $707K |
| McAdam, LLC | 0.04% | Reduce -1.9% | 3,144 | $705K |
| Fenimore Asset Management Inc | 0.01% | No change | 3,138 | $704K |
| KPP Advisory Services LLC | 0.17% | No change | 3,123 | $701K |
| Advyzon Investment Management, LLC | 0.27% | — | 3,112 | $698K |
| Insight Advisors, LLC/ PA | 0.12% | Reduce -3.1% | 3,088 | $698K |
| Bokf, NA | 0.01% | Reduce -0.2% | 3,160 | $698K |
| Secure Asset Management, LLC | 0.10% | Add +109.9% | 3,084 | $692K |
| Campbell Wealth Management | 0.06% | Add +8.9% | 3,071 | $689K |
| Lunt Capital Management, Inc. | 0.27% | Reduce -5.6% | 3,063 | $687K |
| Signature Wealth Management Partners, LLC | 0.47% | Reduce -7.0% | 3,057 | $686K |
| Apollon Financial, LLC | 0.17% | Add +128.7% | 3,057 | $686K |
| Ascent Group, LLC | 0.05% | Add +7.0% | 3,016 | $677K |
| tru Independence LLC | 0.21% | Add +0.2% | 3,009 | $675K |
| Watts Gwilliam & Co., LLC | 0.14% | Reduce -1.2% | 3,034 | $675K |
| Burford Brothers, Inc. | 0.33% | Reduce -4.9% | 2,984 | $669K |
| Palumbo Wealth Management LLC | 0.25% | New | 2,975 | $667K |
| Lynch & Associates | 0.14% | No change | 2,961 | $664K |
| Fernwood Investment Management, LLC | 0.23% | Reduce -7.9% | 2,913 | $654K |
| Burns J W & Co. Inc. | 0.08% | Reduce -2.2% | 2,913 | $654K |
| Apexium Financial, LP | 0.04% | Reduce -1.5% | 2,904 | $651K |
| Capital Analysts, LLC | 0.03% | Add +2.0% | 2,892 | $648K |
| Prostatis Group LLC | 0.19% | Reduce -0.2% | 2,884 | $647K |
| Florida Financial Advisors, LLC | 0.29% | Reduce -17.1% | 2,881 | $646K |
| QRG Capital Management, Inc. | 0.01% | Add +5.1% | 2,881 | $646K |
| NorthCoast Asset Management LLC | 0.00% | Add +5.8% | 2,871 | $644K |
| Credit Agricole S A | 0.00% | Reduce -35.5% | 2,864 | $643K |
| Verus Capital Partners, LLC | 0.06% | Add +29.0% | 2,835 | $636K |
| Rehmann Capital Advisory Group | 0.04% | Add +62.1% | 2,825 | $634K |
| Fiduciary Trust Co | 0.01% | Add +4.0% | 2,821 | $633K |
| Charter Oak Capital Management, LLC | 0.06% | No change | 2,817 | $632K |
| Rational Advisors, Inc. | 0.06% | New | 2,811 | $631K |
| Savant Capital, LLC | 0.01% | New | 2,810 | $631K |
| Private Trust Co. NA | 0.06% | Add +14.4% | 2,802 | $629K |
| Empirical Asset Management, LLC | 0.21% | Reduce -9.6% | 2,781 | $624K |
| Tempus Wealth Planning, LLC | 0.19% | No change | 2,779 | $623K |
| Baldwin Wealth Partners LLC | 0.04% | No change | 2,770 | $621K |
| First United Bank & Trust | 0.23% | Reduce -3.5% | 2,765 | $620K |
| Manhattan West Asset Management, LLC | 0.17% | New | 2,740 | $615K |
| Sage Capital Management, LLC | 0.31% | Add +0.2% | 2,735 | $613K |
| Generali Investments, Management Co LLC | 0.16% | — | 2,723 | $611K |
| CHICAGO TRUST Co NA | 0.11% | Add +8.7% | 2,714 | $609K |
| Flow Traders U.S. LLC | 0.02% | Reduce -91.5% | 2,705 | $607K |
| Ieq Capital, LLC | 0.01% | Reduce -2.4% | 2,704 | $607K |
| Councilmark Asset Management, LLC | 0.41% | No change | 2,700 | $606K |
| Joseph P. Lucia & Associates, LLC | 0.27% | Add +5.2% | 2,696 | $605K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -6.4% | 2,678 | $601K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +14.4% | 2,673 | $600K |
| M.E. Allison & Co., Inc. | 0.64% | — | 2,605 | $584K |
| Destiny Wealth Partners, LLC | 0.10% | Add +1.8% | 2,602 | $584K |
| Meridian Wealth Advisors, LLC | 0.10% | Reduce -5.1% | 2,600 | $583K |
| Eastern Bank | 0.01% | Add +42.4% | 2,574 | $577K |
| Luminist Capital LLC | 1.00% | — | 2,546 | $571K |
| Keel Point, LLC | 0.05% | Add +0.8% | 2,543 | $571K |
| Childress Capital Advisors, LLC | 0.16% | No change | 2,533 | $568K |
| Optas, LLC | 0.12% | Reduce -1.5% | 2,526 | $567K |
| Freestone Capital Holdings, LLC | 0.02% | Add +16.7% | 2,508 | $563K |
| Peak Asset Management, LLC | 0.10% | No change | 2,495 | $560K |
| Blue Chip Partners, LLC | 0.05% | Add +1.4% | 2,488 | $558K |
| MV Capital Management, Inc. | 0.06% | Reduce -4.2% | 2,481 | $557K |
| Sherman Asset Management, Inc. | 0.50% | — | 2,453 | $550K |
| Goelzer Investment Management, Inc. | 0.03% | Add +0.1% | 2,452 | $550K |
| Mma Asset Management LLC | 0.24% | Reduce -55.1% | 2,447 | $549K |
| Whalerock Point Partners, LLC | 0.13% | No change | 2,444 | $548K |
| Townsquare Capital LLC | 0.01% | Reduce -5.0% | 2,442 | $548K |
| Kathmere Capital Management, LLC | 0.05% | Add +12.7% | 2,434 | $546K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -15.1% | 2,428 | $545K |
| Strategic Blueprint, LLC | 0.03% | Add +35.8% | 2,424 | $544K |
| Waterloo Capital, L.P. | 0.06% | Add +6.6% | 2,413 | $541K |
| Integrity Alliance, Llc. | 0.06% | — | 2,410 | $541K |
| L.M. Kohn & Company | 0.14% | No change | 2,375 | $533K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +3.2% | 2,367 | $531K |
| Wedmont Private Capital | 0.03% | Add +24.8% | 2,399 | $530K |
| Chemistry Wealth Management LLC | 0.12% | No change | 2,355 | $528K |
| Acorn Financial Advisory Services Inc. | 0.09% | Add +10.5% | 2,346 | $526K |
| Chilton Capital Management LLC | 0.02% | Reduce -21.3% | 2,343 | $526K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -1.0% | 2,342 | $525K |
| SS&H Financial Advisors, Inc. | 0.19% | No change | 2,333 | $524K |
| Clearstead Advisors, LLC | 0.01% | Add +145.8% | 2,318 | $520K |
| Mattern Wealth Management LLC | 0.11% | No change | 2,310 | $518K |
| Ranch Capital Advisors Inc. | 0.24% | Add +1.0% | 2,308 | $518K |
| Avantax Planning Partners, Inc. | 0.02% | Add +15.4% | 2,303 | $517K |
| Delta Capital Management LLC | 0.30% | New | 2,300 | $516K |
| ELCO Management Co., LLC | 0.27% | Add +22.7% | 2,295 | $515K |
| Whitener Capital Management, Inc. | 0.14% | Add +2.0% | 2,293 | $514K |
| Allen Investment Management, LLC | 0.01% | No change | 2,278 | $511K |
| Bragg Financial Advisors, Inc | 0.02% | Add +16.7% | 2,267 | $509K |
| Pitcairn Co. | 0.03% | No change | 2,260 | $507K |
| Swmg, LLC | 0.20% | Add +2.2% | 2,193 | $504K |
| Pacific Sun Financial Corp | 0.27% | Reduce -1.3% | 2,246 | $504K |
| Eagle Ridge Investment Management | 0.04% | Reduce -15.9% | 2,231 | $501K |
| Flywheel Private Wealth LLC | 0.46% | — | 2,230 | $500K |
| Nvwm, LLC | 0.13% | No change | 2,225 | $499K |
| Regent Peak Wealth Advisors LLC | 0.11% | No change | 2,223 | $499K |
| Moors & Cabot, Inc. | 0.02% | Add +5.3% | 2,215 | $497K |
| Finley Financial, LLC | 0.26% | — | 2,180 | $495K |
| Kwmg, LLC | 0.05% | New | 2,202 | $494K |
| WMS Partners, LLC | 0.03% | Reduce -2.9% | 2,201 | $494K |
| One River Asset Management, LLC | 0.73% | New | 2,170 | $490K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 2,177 | $488K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -1.8% | 2,174 | $488K |
| Sage Capital Advisors,llc | 0.13% | Reduce -0.4% | 2,158 | $484K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 2,153 | $483K |
| Fagan Associates, Inc. | 0.08% | Reduce -2.7% | 2,140 | $480K |
| Noesis Capital Mangement Corp. | 0.09% | Reduce -1.7% | 2,138 | $480K |
| Strategic Investment Advisors / MI | 0.05% | New | 2,113 | $474K |
| Crewe Advisors LLC | 0.06% | No change | 2,099 | $471K |
| Wealth Quarterback LLC | 0.22% | Add +0.2% | 2,088 | $468K |
| Heartwood Wealth Advisors LLC | 0.05% | Reduce -1.7% | 2,065 | $463K |
| Tsfg, LLC | 0.10% | No change | 2,062 | $463K |
| Lake Street Private Wealth, LLC | 0.07% | Reduce -3.3% | 2,061 | $462K |
| Vontobel Holding Ltd. | 0.00% | Add +25.2% | 2,058 | $462K |
| United Advisor Group, LLC | 0.09% | Add +12.1% | 2,052 | $460K |
| Arete Wealth Advisors, LLC | 0.03% | Add +41.4% | 2,044 | $460K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Reduce -26.3% | 2,039 | $457K |
| IFC Advisors LLC | 0.10% | — | 2,028 | $455K |
| First Citizens Bank & Trust Co. | 0.01% | Add +0.7% | 2,027 | $455K |
| Tyche Wealth Partners LLC | 0.10% | Reduce -0.1% | 2,009 | $451K |
| FineMark National Bank & Trust | 0.02% | No change | 2,005 | $450K |
| Legacy Capital Group California, Inc. | 0.14% | New | 2,001 | $449K |
| Strategic Family Wealth Counselors, L.L.C. | 0.15% | No change | 2,000 | $449K |
| Point72 Hong Kong Ltd | 0.03% | New | 2,000 | $449K |
| Sovran Advisors, LLC | 0.06% | — | 2,022 | $448K |
| Nadler Financial Group, Inc. | 0.05% | No change | 1,993 | $447K |
| USA Financial Formulas | 0.07% | New | 1,960 | $440K |
| Consolidated Portfolio Review Corp | 0.07% | Reduce -0.8% | 1,959 | $440K |
| Arista Wealth Management, LLC | 0.10% | Add +4.2% | 1,948 | $437K |
| RMR Wealth Builders | 0.04% | Reduce -1.4% | 1,940 | $435K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +10.1% | 1,926 | $432K |
| Legacy Financial Strategies, LLC | 0.09% | Reduce -7.2% | 1,950 | $432K |
| Wealthstar Advisors, LLC | 0.19% | — | 1,923 | $431K |
| Thompson Davis & Co., Inc. | 0.28% | Add +11.9% | 1,923 | $431K |
| STAR Financial Bank | 0.31% | Reduce -4.2% | 1,912 | $429K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Add +66.8% | 1,911 | $429K |
| Berger Financial Group, Inc | 0.03% | No change | 1,909 | $428K |
| Frisch Financial Group, Inc. | 0.13% | Reduce -1.7% | 1,906 | $428K |
| Alteri Wealth LLC | 0.12% | — | 1,905 | $427K |
| Journey Advisory Group, LLC | 0.05% | No change | 2,339 | $427K |
| Everett Harris & Co. | 0.01% | Add +13.4% | 1,901 | $426K |
| Alpine Woods Capital Investors, LLC | 0.08% | No change | 1,900 | $426K |
| Wealth Architects, LLC | 0.05% | Add +58.4% | 1,899 | $426K |
| Elevatus Welath Management | 0.15% | Reduce -9.1% | 1,898 | $426K |
| Fourpath Capital Management, LLC | 0.08% | Add +13.2% | 1,892 | $424K |
| Bensler, LLC | 0.05% | No change | 1,886 | $423K |
| RPS Advisory Solutions LLC | 0.26% | New | 1,885 | $423K |
| Blueprint Investment Partners LLC | 0.07% | New | 1,872 | $420K |
| Trust Point Inc. | 0.03% | No change | 1,870 | $420K |
| Mission Wealth Management, LP | 0.01% | Reduce -31.6% | 1,866 | $419K |
| JNBA Financial Advisors | 0.04% | No change | 1,860 | $417K |
| Flputnam Investment Management Co. | 0.01% | Add +80.1% | 1,855 | $416K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -0.6% | 1,854 | $416K |
| InTrack Investment Management Inc | 0.29% | No change | 1,867 | $414K |
| Performance Wealth Partners, LLC | 0.01% | No change | 1,842 | $413K |
| LVM Capital Management Ltd. | 0.04% | Reduce -2.6% | 1,843 | $413K |
| Berkeley Capital Partners, LLC | 0.11% | New | 1,838 | $412K |
| King Luther Capital Management Corp. | 0.00% | Reduce -14.1% | 1,813 | $407K |
| Jackson Hole Capital Partners, LLC | 0.08% | No change | 1,812 | $407K |
| Precedent Wealth Partners, LLC | 0.13% | No change | 1,809 | $406K |
| Dynamic Wealth Strategies, LLC | 0.36% | Add +0.8% | 1,807 | $405K |
| Spartan Planning & Wealth Management | 0.37% | — | 1,806 | $405K |
| PFG Investments, LLC | 0.03% | Add +11.3% | 1,795 | $403K |
| Shulman DeMeo Asset Management LLC | 0.11% | Add +3.1% | 1,795 | $403K |
| Maia Wealth LLC | 0.09% | New | 1,735 | $401K |
| Private Wealth Group, LLC | 0.20% | No change | 1,778 | $399K |
| Valley Wealth Managers, Inc. | 0.03% | Add +4.4% | 1,777 | $399K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,777 | $399K |
| Talisman Wealth Advisors LLC | 0.42% | Reduce -5.9% | 1,775 | $398K |
| Tiller Private Wealth, Inc. | 0.17% | Add +8.6% | 1,774 | $398K |
| NorthRock Partners, LLC | 0.01% | No change | 1,773 | $398K |
| Autumn Glory Partners, LLC | 0.20% | No change | 1,773 | $398K |
| WINTON GROUP Ltd | 0.03% | New | 1,771 | $397K |
| OneAscent Financial Services LLC | 0.03% | New | 1,770 | $397K |
| Parsons Capital Management Inc. | 0.02% | Add +4.6% | 1,765 | $396K |
| Howland Capital Management LLC | 0.02% | Reduce -0.3% | 1,757 | $394K |
| Astra Wealth Partners LLC | 0.37% | — | 1,756 | $394K |
| Bay Rivers Group | 0.19% | No change | 1,753 | $393K |
| Legacy Wealth Management, LLC | 0.03% | Reduce -8.0% | 1,739 | $390K |
| Independence Bank of Kentucky | 0.06% | Add +7.9% | 1,716 | $385K |
| Private Wealth Partners, LLC | 0.03% | No change | 1,710 | $384K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -4.0% | 1,708 | $383K |
| Seven Springs Wealth Group, LLC | 0.15% | No change | 1,708 | $383K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.1% | 1,709 | $383K |
| SkyOak Wealth, LLC | 0.08% | Reduce -1.0% | 1,699 | $381K |
| NWF Advisory Services Inc. | 0.06% | Reduce -26.2% | 1,697 | $381K |
| Donaldson Capital Management, LLC | 0.01% | New | 1,695 | $380K |
| Huntleigh Advisors, Inc. | 0.08% | — | 1,690 | $379K |
| 360 Financial, Inc. | 0.14% | Reduce -3.9% | 1,842 | $378K |
| Consolidated Capital Management, LLC | 0.16% | Reduce -3.6% | 1,681 | $377K |
| Community Bank, N.A. | 0.05% | No change | 1,681 | $377K |
| Keystone Financial Group | 0.04% | Reduce -1.7% | 1,679 | $377K |
| Y.D. More Investments Ltd | 0.03% | Reduce -1.8% | 1,681 | $377K |
| Legacy Private Trust Co. | 0.02% | Reduce -6.9% | 1,677 | $376K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -4.8% | 1,677 | $376K |
| Quantessence Capital LLC | 0.15% | — | 1,670 | $375K |
| Northstar Financial Companies, Inc. | 0.35% | — | 1,669 | $374K |
| Debussy Capital Management LP | 0.06% | Add +8.5% | 1,616 | $374K |
| Point72 Asset Management | 0.00% | Reduce -80.7% | 1,664 | $373K |
| Executive Wealth Management, LLC | 0.03% | No change | 1,662 | $373K |
| HBK Sorce Advisory LLC | 0.01% | Add +9.5% | 1,661 | $373K |
| Gray Wealth Management Inc. | 0.14% | No change | 1,641 | $368K |
| Olistico Wealth, LLC | 0.21% | Reduce -2.9% | 1,641 | $368K |
| Tucker Asset Management LLC | 0.08% | Reduce -6.3% | 1,638 | $367K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 1,634 | $367K |
| Sharkey, Howes & Javer | 0.05% | Add +8.5% | 1,630 | $366K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 1,630 | $366K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -6.3% | 1,629 | $365K |
| JB Capital LLC | 0.02% | New | 1,622 | $364K |
| Strategic Advisors LLC | 0.07% | Add +0.1% | 1,622 | $364K |
| Stratos Investment Management, LLC | 0.02% | Add +8.6% | 1,621 | $364K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Add +0.2% | 1,619 | $363K |
| Private Portfolio Partners LLC | 0.07% | Add +4.5% | 1,614 | $362K |
| Empower Advisory Group, LLC | 0.00% | Add +6.4% | 1,613 | $362K |
| Circle Wealth Management, LLC | 0.01% | New | 1,607 | $361K |
| Visionary Wealth Advisors | 0.02% | Reduce -19.1% | 1,602 | $359K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -9.0% | 1,593 | $357K |
| Financial Advocates Investment Management | 0.02% | Add +16.4% | 1,593 | $357K |
| Legacy Financial Group, Inc. | 0.11% | New | 1,591 | $357K |
| 1900 Wealth Management LLC | 0.03% | Add +0.2% | 1,588 | $356K |
| Bleakley Financial Group, LLC | 0.01% | Add +4.6% | 1,577 | $354K |
| Cathy Pareto & Associates, Inc. | 0.32% | — | 1,555 | $349K |
| Glen Eagle Advisors, LLC | 0.06% | No change | 1,547 | $347K |
| Fifth Third Securities, Inc. | 0.03% | Add +2.8% | 1,534 | $344K |
| HF Advisory Group, LLC | 0.16% | Add +1.7% | 1,531 | $343K |
| Antonelli Financial Advisors, LLC | 0.29% | — | 1,525 | $342K |
| Bison Wealth, LLC | 0.08% | Add +34.5% | 1,519 | $341K |
| Campion Asset Management | 0.26% | Add +0.7% | 1,519 | $341K |
| Leuthold Group, LLC | 0.04% | New | 1,518 | $341K |
| Fielder Capital Group LLC | 0.11% | No change | 1,513 | $339K |
| Stillwater Wealth Management Group | 0.30% | — | 1,505 | $338K |
| Smith, Moore & Co. | 0.03% | Add +7.6% | 1,505 | $338K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 1,504 | $337K |
| SYM FINANCIAL Corp | 0.04% | Add +8.1% | 1,491 | $335K |
| Penobscot Wealth Management | 0.15% | Reduce -2.2% | 1,488 | $334K |
| BIP Wealth, LLC | 0.02% | Add +7.1% | 1,486 | $333K |
| Venture Visionary Partners LLC | 0.01% | Add +7.7% | 1,484 | $333K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | Reduce -19.1% | 1,475 | $331K |
| Resolute Wealth Strategies, LLC | 0.17% | Add +0.1% | 1,472 | $330K |
| Modera Wealth Management, LLC | 0.00% | Reduce -10.7% | 1,472 | $330K |
| MPS Loria Financial Planners, LLC | 0.10% | New | 1,469 | $330K |
| Balboa Wealth Partners | 0.08% | Reduce -14.4% | 1,463 | $328K |
| American State Bank (Iowa) | 0.20% | No change | 1,458 | $327K |
| TBH Global Asset Management, LLC | 0.08% | No change | 1,435 | $322K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +36.7% | 1,434 | $322K |
| Luts & Greenleigh Group, Inc. | 0.32% | No change | 1,431 | $321K |
| DF Dent & Co. Inc. | 0.00% | No change | 1,431 | $321K |
| BCS Wealth Management | 0.08% | No change | 1,432 | $321K |
| Strategic Wealth Investment Group, LLC | 0.02% | Reduce -17.7% | 1,419 | $318K |
| Severin Investments, LLC | 0.32% | — | 1,419 | $318K |
| Continuum Advisory, LLC | 0.04% | Add +1.1% | 1,416 | $318K |
| Wetzel Investment Advisors, Inc. | 0.16% | Add +2.3% | 1,415 | $317K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -4.8% | 1,412 | $317K |
| National Bank of Canada | 0.00% | Add +46.9% | 1,403 | $315K |
| River Wealth Advisors LLC | 0.04% | Reduce -5.0% | 1,398 | $314K |
| Peoples Financial Services Corp. | 0.14% | Reduce -1.2% | 1,389 | $312K |
| Caldwell Sutter Capital, Inc. | 0.14% | No change | 1,388 | $311K |
| Ironwood Financial, llc | 0.07% | No change | 1,383 | $310K |
| San Luis Wealth Advisors LLC | 0.06% | Add +1.3% | 1,381 | $310K |
| Farmers National Bank | 0.09% | — | 1,381 | $310K |
| Titleist Asset Management, LLC | 0.04% | New | 1,379 | $309K |
| Moloney Securities Asset Management, LLC | 0.04% | Reduce -48.5% | 1,379 | $309K |
| Two West Capital Advisors LLC | 0.26% | New | 1,371 | $308K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +0.1% | 1,367 | $307K |
| Elevated Capital Advisors, LLC | 0.08% | Reduce -82.5% | 1,366 | $306K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 1,366 | $306K |
| Haverford Trust Co | 0.00% | No change | 1,366 | $306K |
| Deutsche Bank AG | 0.00% | Reduce -23.1% | 1,366 | $306K |
| Truvestments Capital LLC | 0.08% | Reduce -1.4% | 1,358 | $305K |
| Westside Investment Management, Inc. | 0.06% | No change | 1,351 | $303K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Add +13.3% | 1,349 | $303K |
| Summit X, LLC | 0.07% | Add +2.0% | 1,346 | $302K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | New | 1,344 | $302K |
| Total Wealth Planning & Management, Inc. | 0.30% | — | 1,342 | $301K |
| Aries Wealth Management | 0.08% | No change | 1,339 | $300K |
| Whalen Wealth Management Inc. | 0.21% | Add +1.1% | 1,334 | $299K |
| Midland Wealth Advisors, LLC | 0.02% | No change | 1,325 | $297K |
| Ascentis Independent Advisors | 0.06% | Add +175.3% | 1,324 | $297K |
| AssuredPartners Investment Advisors, LLC | 0.06% | — | 1,322 | $297K |
| Broadleaf Partners, LLC | 0.07% | No change | 1,316 | $295K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 1,314 | $295K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -3.3% | 1,313 | $295K |
| Diligent Investors, LLC | 0.07% | Add +2.4% | 1,307 | $293K |
| LFA - Lugano Financial Advisors SA | 0.19% | No change | 1,300 | $292K |
| Stanich Group LLC | 0.22% | — | 1,295 | $291K |
| Hurlow Wealth Management Group, Inc. | 0.09% | No change | 1,295 | $291K |
| Manchester Capital Management LLC | 0.03% | Add +11.3% | 1,294 | $290K |
| Albion Financial Group | 0.02% | No change | 1,281 | $287K |
| Sierra Capital LLC | 0.03% | No change | 1,281 | $287K |
| Arlington Capital Management, Inc. | 0.20% | Reduce -2.4% | 1,278 | $287K |
| Capital Square, LLC | 0.16% | New | 1,244 | $286K |
| James J. Burns & Company, LLC | 0.05% | Add +0.1% | 1,274 | $286K |
| Parisi Gray Wealth Management | 0.09% | Add +0.2% | 1,270 | $285K |
| NFSG Corp | 0.07% | Add +7.1% | 1,267 | $284K |
| Sterling Investment Management, LLC | 0.22% | Reduce -26.5% | 1,261 | $283K |
| Element Wealth, LLC | 0.15% | No change | 1,256 | $282K |
| Midwest Financial Group LLC | 0.16% | Reduce -0.1% | 1,255 | $282K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +111.3% | 1,253 | $281K |
| American National Bank & Trust | 0.03% | Reduce -9.5% | 1,236 | $277K |
| Moss Adams Wealth Advisors LLC | 0.03% | Reduce -5.2% | 1,230 | $276K |
| TD Private Client Wealth LLC | 0.01% | Reduce -14.1% | 1,229 | $276K |
| Gallacher Capital Management LLC | 0.14% | New | 1,223 | $274K |
| Modern Wealth Management, LLC | 0.01% | Add +0.1% | 1,215 | $273K |
| Ballentine Partners, LLC | 0.00% | No change | 1,213 | $272K |
| Acorn Creek Capital LLC | 0.14% | Reduce -5.0% | 1,213 | $272K |
| Trifecta Capital Advisors, LLC | 0.05% | No change | 1,200 | $269K |
| Concentric Capital Strategies, LP | 0.02% | Reduce -96.5% | 1,195 | $268K |
| Annex Advisory Services, LLC | 0.01% | Reduce -4.4% | 1,193 | $268K |
| Hopwood Financial Services, Inc. | 0.20% | — | 1,188 | $267K |
| Finivi Inc. | 0.21% | Reduce -5.7% | 1,182 | $265K |
| Sebold Capital Management, Inc. | 0.18% | Reduce -0.2% | 1,178 | $264K |
| WealthTrust Asset Management, LLC | 0.19% | Reduce -7.4% | 1,177 | $264K |
| Naples Global Advisors, LLC | 0.02% | Reduce -1.3% | 1,177 | $264K |
| Lodestar Private Asset Management LLC | 0.03% | Reduce -1.9% | 1,176 | $264K |
| Obsidian Cio, LLC | 0.05% | Reduce -5.6% | 1,171 | $263K |
| Straight Path Wealth Management | 0.10% | Add +0.1% | 1,170 | $263K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.29% | — | 1,170 | $262K |
| Brighton Jones LLC | 0.01% | Add +14.9% | 1,169 | $262K |
| Fjell Capital, LLC | 0.27% | — | 1,161 | $260K |
| Texas Yale Capital Corp. | 0.01% | No change | 1,161 | $260K |
| Principal Securities, Inc. | 0.01% | Add +2.4% | 1,158 | $260K |
| Flagstar Securities, Inc. | 0.06% | Reduce -21.1% | 1,155 | $259K |
| MWA Asset Management | 0.17% | Reduce -6.9% | 1,153 | $259K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -53.4% | 1,153 | $259K |
| Iron Gate Global Advisors LLC | 0.04% | No change | 1,157 | $258K |
| HUB Investment Partners, LLC | 0.01% | Reduce -15.2% | 1,141 | $256K |
| Raffa Wealth Management, LLC | 0.06% | Add +11.6% | 1,139 | $256K |
| Williams & Novak, LLC | 0.24% | No change | 1,131 | $254K |
| Evoke Wealth, LLC | 0.01% | Reduce -10.5% | 1,131 | $254K |
| AllSquare Wealth Management LLC | 0.15% | No change | 1,127 | $253K |
| Zacks Investment Management | 0.00% | Reduce -33.1% | 1,123 | $252K |
| Kaizen Financial Strategies | 0.14% | New | 1,117 | $251K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 1,116 | $250K |
| Avestar Capital, LLC | 0.02% | New | 1,105 | $248K |
| SOL Capital Management CO | 0.03% | No change | 1,100 | $247K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 1,100 | $247K |
| River Street Advisors LLC | 0.13% | No change | 1,100 | $247K |
| BBR Partners, LLC | 0.02% | No change | 1,098 | $246K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -11.0% | 1,064 | $246K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 1,091 | $245K |
| Ritholtz Wealth Management | 0.01% | Reduce -2.1% | 1,090 | $245K |
| Promethium Advisors,llc | 0.17% | Add +0.7% | 1,090 | $245K |
| Maxwell Wealth Strategies Inc. | 0.10% | No change | 1,090 | $245K |
| Key Client Fiduciary Advisors, LLC | 0.11% | Reduce -10.6% | 1,085 | $243K |
| Sunbelt Securities, Inc. | 0.02% | Add +107.8% | 1,072 | $242K |
| Firestone Capital Management | 0.06% | Reduce -6.7% | 1,079 | $242K |
| Farther Finance Advisors, LLC | 0.01% | Add +2.2% | 1,079 | $242K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -1.8% | 1,076 | $241K |
| TD Waterhouse Canada Inc. | 0.00% | Add +15.3% | 1,071 | $240K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -1.1% | 1,038 | $238K |
| Wesbanco Bank Inc. | 0.01% | No change | 1,050 | $236K |
| Principle Wealth Partners LLC | 0.02% | Add +1.3% | 1,048 | $235K |
| Oakworth Capital, Inc. | 0.02% | Reduce -3.9% | 1,046 | $235K |
| WP Advisors, LLC | 0.08% | Add +0.2% | 1,038 | $233K |
| McElhenny Sheffield Capital Management, LLC | 0.08% | No change | 1,037 | $233K |
| Norden Group LLC | 0.03% | No change | 1,032 | $232K |
| Three Bridge Wealth Advisors, LLC | 0.08% | No change | 1,027 | $230K |
| Ipsen Advisor Group LLC | 0.20% | — | 1,027 | $230K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -12.0% | 1,024 | $230K |
| SouthState Bank Corp | 0.01% | Add +53.3% | 1,010 | $227K |
| Trust Co. of Vermont | 0.01% | No change | 1,005 | $225K |
| Obermeyer Wealth Partners | 0.01% | No change | 1,000 | $224K |
| University of Texas/Texas Am Investment Management Co. | 0.03% | No change | 998 | $224K |
| Marco Investment Management LLC | 0.02% | Reduce -4.3% | 996 | $223K |
| Hoxton Planning & Management, LLC | 0.09% | New | 995 | $223K |
| Westbourne Investments, Inc. | 0.13% | — | 994 | $223K |
| LaSalle St. Investment Advisors, LLC | 0.07% | New | 993 | $222K |
| Bedell Frazier Investment Counselling, LLC | 0.05% | New | 986 | $221K |
| 180 Wealth Advisors, LLC | 0.03% | New | 985 | $221K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Reduce -11.7% | 985 | $221K |
| Rockwood Wealth Management, LLC | 0.02% | New | 977 | $221K |
| Braun Stacey Associates Inc. | 0.01% | New | 983 | $221K |
| Peak Financial Management, Inc. | 0.07% | Reduce -15.1% | 981 | $220K |
| Bedel Financial Consulting, Inc. | 0.03% | New | 956 | $219K |
| Fulton Bank, N.A. | 0.01% | New | 976 | $219K |
| Vise Technologies, Inc. | 0.02% | New | 975 | $219K |
| Alpha Cubed Investments, LLC | 0.01% | New | 972 | $218K |
| Castle Rock Wealth Management, LLC | 0.05% | New | 959 | $218K |
| Tableaux LLC | 0.18% | — | 970 | $218K |
| Compound Planning, Inc. | 0.01% | New | 965 | $217K |
| Caxton Associates LP | 0.01% | New | 965 | $216K |
| Avalon Capital Management | 0.07% | New | 960 | $215K |
| Joel Isaacson & Co., LLC | 0.01% | New | 958 | $215K |
| FSM Wealth Advisors, LLC | 0.05% | New | 948 | $214K |
| Bearing Point Capital, LLC | 0.04% | — | 955 | $214K |
| Channel Wealth LLC | 0.07% | New | 951 | $213K |
| Seelaus Asset Management LLC | 0.20% | New | 950 | $213K |
| Carret Asset Management, LLC | 0.02% | New | 944 | $212K |
| Byrne Asset Management LLC | 0.17% | Add +2.7% | 940 | $211K |
| Floyd Financial Group LLC | 0.17% | — | 955 | $211K |
| Vigilare Wealth Management | 0.09% | New | 938 | $210K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Add +1.9% | 924 | $209K |
| RDA Financial Network | 0.06% | New | 931 | $209K |
| W.H. Cornerstone Investments Inc. | 0.14% | New | 928 | $208K |
| Simon Quick Advisors, LLC | 0.01% | New | 927 | $208K |
| Flagship Wealth Advisors, LLC | 0.12% | — | 921 | $207K |
| Lakeshore Financial Planning, Inc. | 0.09% | New | 919 | $206K |
| Strategies Wealth Advisors, LLC | 0.03% | New | 910 | $206K |
| MRWM Advisors, LLC | 0.16% | — | 916 | $206K |
| Acropolis Investment Management, LLC | 0.01% | Add +0.1% | 914 | $205K |
| 111 Capital | 0.04% | — | 914 | $205K |
| GC Wealth Management RIA, LLC | 0.04% | New | 914 | $205K |
| Wealthspire Retirement, LLC | 0.02% | New | 908 | $204K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.02% | New | 907 | $203K |
| SilverOak Wealth Management LLC | 0.04% | New | 904 | $203K |
| Hall Capital Management Co. Inc. | 0.09% | — | 903 | $203K |
| Caldwell Trust Co | 0.02% | Reduce -30.8% | 901 | $202K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.09% | New | 900 | $202K |
| Mindset Wealth Management, LLC | 0.07% | New | 900 | $202K |
| Burling Wealth Partners, LLC | 0.04% | — | 900 | $202K |
| Archer Investment Corp | 0.05% | Reduce -18.2% | 899 | $202K |
| Westwood Wealth Management | 0.07% | New | 895 | $201K |
| Franklin Resources Inc. | 0.00% | Add +10.5% | 893 | $200K |
| SBI Securities Co., Ltd. | 0.01% | — | 886 | $199K |
| Mitchell Sinkler & Starr | 0.05% | No change | 875 | $196K |
| Davis Capital Management | 0.16% | No change | 869 | $195K |
| Solstein Capital, LLC | 0.11% | Reduce -2.7% | 861 | $193K |
| 2UniFi Bank | 0.13% | — | 839 | $188K |
| Core Alternative Capital | 0.04% | Reduce -60.6% | 822 | $184K |
| Mainstream Capital Management LLC | 0.13% | New | 812 | $182K |
| MGB Wealth Management, LLC | 0.06% | No change | 810 | $182K |
| GAMMA Investing LLC | 0.01% | No change | 768 | $172K |
| Ameriflex Group, Inc. | 0.08% | — | 725 | $168K |
| Friedenthal Financial | 0.10% | Add +237.6% | 746 | $167K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 736 | $165K |
| Vestor Capital, LLC | 0.01% | No change | 727 | $163K |
| Legend Financial Advisors, Inc. | 0.11% | No change | 716 | $161K |
| JFS Wealth Advisors, LLC | 0.01% | Add +11.1% | 710 | $159K |
| Optimum Investment Advisors | 0.07% | No change | 700 | $157K |
| one8zero8, LLC | 0.03% | — | 696 | $156K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +592.0% | 692 | $155K |
| Founders Financial Alliance, LLC | 0.04% | No change | 683 | $153K |
| Global Financial Private Client, LLC | 0.06% | Reduce -0.6% | 683 | $153K |
| China Universal Asset Management Co., Ltd. | 0.01% | No change | 672 | $151K |
| Medallion Wealth Advisors, LLC | 0.07% | — | 658 | $148K |
| Cranbrook Wealth Management, LLC | 0.03% | No change | 651 | $146K |
| United Community Bank | 0.06% | No change | 641 | $144K |
| Adirondack Trust Co. | 0.05% | No change | 640 | $144K |
| South Plains Financial, Inc. | 0.10% | — | 610 | $137K |
| Evergreen Private Wealth LLC | 0.06% | New | 608 | $136K |
| WR Wealth Planners, LLC | 0.04% | Reduce -5.1% | 596 | $134K |
| Beacon Capital Management, LLC | 0.02% | No change | 594 | $133K |
| Colonial Trust Advisors | 0.01% | Reduce -14.6% | 584 | $131K |
| Valley National Advisers Inc. | 0.02% | No change | 580 | $130K |
| Atlantic Private Wealth, LLC | 0.10% | No change | 575 | $129K |
| Concord Wealth Partners | 0.02% | No change | 573 | $129K |
| Avion Wealth | 0.03% | Reduce -15.2% | 570 | $127K |
| Barrett & Company, Inc. | 0.05% | Add +9.9% | 564 | $127K |
| Transcendent Capital Group LLC | 0.06% | No change | 550 | $123K |
| GoalVest Advisory LLC | 0.03% | New | 533 | $120K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.8% | 533 | $120K |
| Resources Management Corp. /CT/ | 0.02% | Reduce -0.9% | 529 | $119K |
| Cary Street Partners Investment Advisory LLC | 0.08% | Reduce -93.6% | 529 | $119K |
| Dunhill Financial, LLC | 0.06% | Add +61.2% | 527 | $118K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 504 | $113K |
| Duncker Streett & Co. Inc. | 0.02% | Add +8.7% | 500 | $112K |
| Centennial Bank | 0.05% | No change | 487 | $109K |
| ORG Partners LLC | 0.02% | No change | 481 | $109K |
| West Branch Capital LLC | 0.03% | No change | 484 | $109K |
| Paladin Advisory Group, LLC | 0.08% | Reduce -5.8% | 473 | $106K |
| Empowered Funds, LLC | 0.00% | New | 461 | $103K |
| Key Financial Inc | 0.02% | Add +7.1% | 453 | $102K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 448 | $101K |
| Anchor Investment Management, LLC | 0.01% | No change | 444 | $100K |
| Nemes Rush Group LLC | 0.01% | Reduce -20.3% | 440 | $99K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 435 | $98K |
| Hexagon Capital Partners LLC | 0.02% | Add +14.7% | 430 | $96K |
| Townsend Asset Management Corp. /NC/ | 0.03% | Add +0.2% | 424 | $95K |
| TCTC Holdings, LLC | 0.00% | No change | 421 | $94K |
| Union Savings Bank | 0.05% | No change | 419 | $94K |
| BOK Financial Private Wealth, Inc. | 0.01% | New | 417 | $94K |
| AdvisorNet Financial, Inc | 0.01% | Add +84.1% | 416 | $93K |
| Washington Trust Advisors, Inc. | 0.01% | Add +1260.0% | 408 | $92K |
| LRI Investments, LLC | 0.01% | No change | 400 | $90K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 399 | $90K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 396 | $89K |
| Synergy Investment Management, LLC | 0.04% | — | 394 | $88K |
| Pacific Center for Financial Services | 0.02% | No change | 392 | $88K |
| Phillips Financial Management, LLC | 0.01% | No change | 390 | $87K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 385 | $86K |
| Hamilton Point Investment Advisors, LLC | 0.02% | No change | 377 | $85K |
| Sage Mountain Advisors LLC | 0.01% | No change | 371 | $83K |
| Arax Advisory Partners | 0.01% | Add +85.3% | 365 | $82K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | Reduce -18.7% | 360 | $81K |
| Murphy & Mullick Capital Management Corp | 0.07% | — | 356 | $80K |
| Strengthening Families & Communities, LLC | 0.04% | Add +0.3% | 343 | $77K |
| Arlington Trust Co LLC | 0.02% | No change | 342 | $77K |
| Promus Capital, LLC | 0.06% | — | 339 | $76K |
| Ancora Advisors LLC | 0.00% | Reduce -1.5% | 337 | $76K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -6.9% | 335 | $75K |
| Frazier Financial Advisors, LLC | 0.06% | Reduce -16.5% | 328 | $74K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -20.7% | 325 | $73K |
| Rice Partnership, LLC | 0.01% | No change | 324 | $73K |
| Roble, Belko & Company, Inc | 0.01% | No change | 323 | $72K |
| Mather Group, Llc. | 0.00% | No change | 317 | $71K |
| Perkins Coie Trust Co | 0.02% | No change | 317 | $71K |
| Webster Bank, N. A. | 0.01% | No change | 313 | $70K |
| Caitlin John, LLC | 0.05% | Add +42.0% | 311 | $70K |
| Hanson & Doremus Investment Management | 0.01% | No change | 302 | $68K |
| Hollencrest Capital Management | 0.00% | No change | 300 | $67K |
| Angeles Wealth Management, LLC | 0.01% | New | 300 | $67K |
| Tompkins Financial Corp. | 0.01% | No change | 291 | $65K |
| North Star Investment Management Corp. | 0.00% | Add +11.9% | 282 | $63K |
| Armor Investment Advisors, LLC | 0.03% | No change | 277 | $62K |
| Montag A & Associates Inc. | 0.00% | Reduce -81.5% | 259 | $58K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +10.7% | 259 | $58K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -3.8% | 252 | $57K |
| Indiana Trust & Investment Management Co | 0.02% | Reduce -22.4% | 250 | $56K |
| Register Financial Advisors LLC | 0.03% | Add +33.0% | 246 | $55K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 244 | $55K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | New | 240 | $54K |
| BTG Pactual Asset Management US LLC | 0.01% | Reduce -89.5% | 238 | $52K |
| Signaturefd, LLC | 0.00% | Reduce -2.9% | 231 | $52K |
| Tidemark, LLC | 0.02% | No change | 225 | $50K |
| Coston, McIsaac & Partners | 0.01% | No change | 225 | $50K |
| Millstone Evans Group, LLC | 0.03% | — | 222 | $50K |
| Collier Financial | 0.04% | — | 221 | $50K |
| Burkett Financial Services, LLC | 0.02% | No change | 220 | $49K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 211 | $48K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | New | 212 | $48K |
| Balentine LLC | 0.00% | Reduce -15.4% | 208 | $47K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -16.9% | 201 | $46K |
| Investors Research Corp | 0.01% | No change | 202 | $45K |
| GKV Capital Management Co., Inc. | 0.02% | — | 200 | $45K |
| Old Second National Bank of Aurora | 0.01% | No change | 200 | $45K |
| Capital Investment Counsel, Inc | 0.01% | No change | 200 | $45K |
| Coppell Advisory Solutions LLC | 0.01% | Add +4.8% | 197 | $45K |
| Provident Wealth Management, LLC | 0.01% | No change | 198 | $44K |
| Financial Management Professionals, Inc. | 0.01% | No change | 186 | $42K |
| First Community Trust NA | 0.03% | No change | 184 | $41K |
| Roxbury Financial LLC | 0.04% | — | 182 | $41K |
| Morse Asset Management, Inc | 0.01% | No change | 180 | $40K |
| Wagner Wealth Management, LLC | 0.01% | Add +0.6% | 180 | $40K |
| Gold Investment Management Ltd. | 0.02% | No change | 175 | $39K |
| Biltmore Family Office, LLC | 0.01% | No change | 175 | $39K |
| WASHINGTON TRUST Co | 0.00% | No change | 175 | $39K |
| Lindbrook Capital, LLC | 0.00% | No change | 174 | $39K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 165 | $37K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 165 | $37K |
| Rothschild Investment LLC | 0.00% | No change | 163 | $37K |
| Operose Advisors LLC | 0.01% | No change | 161 | $36K |
| Quest 10 Wealth Builders, Inc. | 0.04% | — | 160 | $36K |
| Horrell Capital Management, Inc. | 0.01% | Reduce -59.6% | 147 | $33K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +5.0% | 147 | $33K |
| St Germain D J Co. Inc. | 0.00% | No change | 145 | $33K |
| Park Place Capital Corp | 0.01% | Add +26.8% | 142 | $32K |
| Bellevue Asset Management, LLC | 0.02% | No change | 138 | $31K |
| Richards, Merrill & Peterson, Inc. | 0.02% | — | 130 | $29K |
| Union Bancaire Privee, UBP SA | 0.00% | — | 130 | $28K |
| Pacifica Partners Inc. | 0.01% | No change | 125 | $28K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 123 | $28K |
| Financial Perspectives, Inc | 0.01% | No change | 120 | $27K |
| Reyes Financial Architecture, Inc. | 0.02% | — | 119 | $27K |
| Fairfield Financial Advisors, LTD | 0.01% | No change | 110 | $25K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 110 | $25K |
| Winch Advisory Services, LLC | 0.01% | Reduce -14.2% | 109 | $25K |
| Versant Capital Management, Inc | 0.01% | No change | 109 | $24K |
| Aventura Private Wealth, LLC | 0.01% | — | 108 | $24K |
| Anfield Capital Management, LLC | 0.01% | No change | 108 | $24K |
| Tower View Wealth Management LLC | 0.01% | Add +9.3% | 106 | $24K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 105 | $24K |
| First Command Advisory Services, Inc. | 0.00% | No change | 105 | $24K |
| Steph & Co. | 0.01% | No change | 104 | $23K |
| MCF Advisors LLC | 0.00% | Reduce -49.0% | 103 | $23K |
| DecisionPoint Financial, LLC | 0.01% | No change | 101 | $23K |
| Bank of New Hampshire | 0.01% | No change | 101 | $23K |
| Financial Gravity Companies, Inc. | 0.01% | Add +5.3% | 100 | $22K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 99 | $22K |
| REAP Financial Group, LLC | 0.01% | No change | 95 | $21K |
| Investment Research & Advisory Group, Inc. | 0.01% | No change | 94 | $21K |
| Financial Connections Group, Inc. | 0.01% | No change | 90 | $20K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +158.8% | 88 | $20K |
| Center for Financial Planning, Inc. | 0.00% | No change | 87 | $20K |
| Creekmur Asset Management LLC | 0.00% | No change | 87 | $20K |
| Transce3nd, LLC | 0.01% | — | 86 | $19K |
| Smartleaf Asset Management LLC | 0.00% | Add +9.5% | 81 | $18K |
| Colonial Trust Co / SC | 0.00% | No change | 80 | $18K |
| Godsey & Gibb, Inc. | 0.00% | No change | 80 | $18K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 78 | $17K |
| Activest Wealth Management | 0.00% | No change | 77 | $17K |
| Park Square Financial Group, LLC | 0.01% | — | 77 | $17K |
| WealthShield Partners, LLC | 0.00% | No change | 76 | $17K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -49.0% | 75 | $17K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 74 | $17K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 71 | $16K |
| LGT Financial Advisors LLC | 0.04% | Add +2.9% | 71 | $16K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 67 | $15K |
| Tortoise Investment Management, LLC | 0.00% | No change | 66 | $15K |
| UMB Bank, n.a. | 0.00% | Reduce -88.5% | 66 | $15K |
| Asset Dedication, LLC | 0.00% | Add +41.3% | 65 | $15K |
| PSI Advisors, LLC | 0.00% | Reduce -81.5% | 64 | $14K |
| Abound Wealth Management | 0.00% | No change | 60 | $13K |
| SJS Investment Consulting Inc. | 0.00% | No change | 58 | $13K |
| Covestor Ltd | 0.01% | Add +43.6% | 56 | $13K |
| First PREMIER Bank | 0.00% | Reduce -24.3% | 56 | $13K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 51 | $11K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 51 | $11K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 50 | $11K |
| Missouri Trust & Investment Co | 0.00% | No change | 50 | $11K |
| Game Plan Financial Advisors, LLC | 0.01% | Reduce -34.9% | 140 | $11K |
| Brooklyn Investment Group | 0.00% | New | 47 | $11K |
| Northwest Capital Management Inc | 0.00% | No change | 46 | $10K |
| HM Payson & Co. | 0.00% | No change | 46 | $10K |
| EnRich Financial Partners LLC | 0.00% | No change | 44 | $10K |
| Lee Danner & Bass Inc. | 0.00% | New | 43 | $10K |
| Crowley Wealth Management, Inc. | 0.01% | — | 42 | $9K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -41.4% | 41 | $9K |
| Wolff Wiese Magana LLC | 0.01% | No change | 40 | $9K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -7.0% | 40 | $9K |
| Comprehensive Financial Planning, Inc. | 0.01% | — | 38 | $9K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 37 | $8K |
| Parkside Financial Bank & Trust | 0.00% | No change | 36 | $8K |
| WPG Advisers, LLC | 0.01% | — | 35 | $8K |
| Arvest Investments, Inc. | 0.00% | No change | 35 | $8K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -98.8% | 33 | $7K |
| Glassman Wealth Services | 0.00% | No change | 31 | $7K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 31 | $7K |
| Atwood & Palmer Inc. | 0.00% | No change | 29 | $7K |
| Logan Capital Management Inc. | 0.00% | No change | 27 | $6K |
| Eukles Asset Management | 0.00% | No change | 27 | $6K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 28 | $6K |
| Atala Financial Inc | 0.00% | — | 25 | $6K |
| MTM Investment Management, LLC | 0.00% | No change | 25 | $6K |
| Morling Financial Advisors, LLC | 0.00% | New | 25 | $6K |
| Princeton Global Asset Management LLC | 0.00% | No change | 25 | $6K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 24 | $5K |
| WealthTrak Capital Management LLC | 0.00% | — | 23 | $5K |
| BankPlus Trust Department | 0.00% | — | 23 | $5K |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 21 | $5K |
| Curio Wealth, LLC | 0.00% | — | 20 | $4K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 20 | $4K |
| Advanced Asset Management Advisors Inc | 0.00% | No change | 20 | $4K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -40.0% | 18 | $4K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 22 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | New | 17 | $4K |
| Addison Advisors LLC | 0.00% | No change | 17 | $4K |
| Blue Trust, Inc. | 0.00% | Reduce -91.2% | 17 | $4K |
| Legacy Investment Solutions, LLC | 0.00% | Reduce -76.7% | 14 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -76.7% | 14 | $3K |
| Family Manage LLC | 0.00% | New | 13 | $3K |
| Raleigh Capital Management Inc. | 0.00% | No change | 12 | $3K |
| Weaver Capital Management LLC | 0.00% | No change | 12 | $3K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 12 | $3K |
| Evermay Wealth Management LLC | 0.00% | No change | 10 | $2K |
| Oarsman Capital, Inc. | 0.00% | Reduce -88.3% | 7 | $2K |
| Bridge Generations Wealth Management LLC | 0.00% | — | 5 | $1K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 5 | $1K |
| Rise Advisors, LLC | 0.00% | New | 4 | $899 |
| Copia Wealth Management | 0.00% | — | 3 | $673 |
| Menard Financial Group LLC | 0.00% | New | 3 | $673 |
| Rakuten Securities, Inc. | 0.00% | Reduce -80.0% | 2 | $449 |
| FWL Investment Management, LLC | 0.00% | No change | 1 | $224 |
| Parallax Volatility Advisers, L.P. | 0.00% | No change | 1 | $224 |
| Macquarie Group Ltd. | 0.00% | Reduce -97.8% | 89 | $20 |
"% of holder's portfolio" is XLY's weight in each manager's 13F, not the share of SS Consumer Disc Select Sect the manager owns.