SS Consumer Disc Select SectXLYETF

13F holders, Q4 2024 (December 31)
1,294holders +153
142new positions
68sold out
7famous investors
$224.23avg. 13F price*

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

InstitutionsTotal Value
New Positions142$601.7M
Exits68$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.