SS Consumer Disc Select SectXLYETF

13F holders, Q1 2025 (March 31)
1,220holders −74
90new positions
155sold out
7famous investors
$197.64avg. 13F price*

At the end of Q1 2025, 1,220 institutions reported holding SS Consumer Disc Select Sect (XLY) in their 13F filings, down 74 from Q4 2024. 90 opened new positions and 155 sold out. The largest holders were Bank of America Corp. ($3.8B), JPMorgan Chase & Co. ($1.1B) and Morgan Stanley ($866.8M). 7 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
SS Consumer Disc Select Sect
Filed as
SELECT SECTOR SPDR TR (Q1 2025)
CUSIP
81369Y407
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions90$316.6M
Exits155$395.9M

All 13F filers, Q4 2024 → Q1 2025: 9,609,910 shares bought and 8,862,943 shares sold, net +746,967 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,220 holders

Bank of America Corp. 0.34% Add +5.0% 19,479,965 $3.8B
JPMorgan Chase & Co. 0.08% Add +7.2% 5,438,212 $1.1B
Morgan Stanley 0.06% Add +17.8% 4,389,666 $866.8M
Wells Fargo & Company 0.14% Add +0.0% 2,961,844 $584.8M
Envestnet Asset Management Inc. 0.16% Reduce -7.4% 2,474,104 $488.5M
UBS Group AG 0.09% Add +19.9% 2,142,114 $423.0M
Raymond James Financial Inc. 0.15% Add +0.0% 2,038,021 $402.4M
Ameriprise Financial Inc. 0.10% Reduce -25.8% 1,748,672 $363.9M
LPL Financial LLC 0.13% Reduce -6.2% 1,683,999 $332.5M
Goldman Sachs Group Inc. 0.06% Reduce -3.1% 1,480,049 $292.3M
PGIM Custom Harvest LLC 6.88% Reduce -2.7% 1,458,362 $288.0M
Janney Montgomery Scott LLC 0.71% Reduce -2.5% 1,259,918 $248.8M
Barclays PLC 0.11% Add +4722.1% 1,250,651 $247.0M
Truist Financial Corp. 0.34% Add +1.1% 1,076,627 $212.6M
Cibc World Market Inc. 0.46% Add +43.2% 1,022,916 $202.0M
CHURCHILL MANAGEMENT Corp 2.52% Reduce -34.6% 1,006,297 $198.7M
BNP Paribas Financial Markets 0.15% Add +121.2% 960,023 $189.6M
WestEnd Advisors, LLC 4.85% Reduce -4.7% 925,968 $182.8M
Migdal Insurance & Financial Holdings Ltd. 2.53% Add +30.8% 913,237 $180.3M
Healthcare of Ontario Pension Plan Trust Fund 0.36% No change 820,000 $161.9M
Meitav Investment House Ltd. 2.40% Add +6.1% 659,145 $130.1M
Royal Bank of Canada 0.03% Add +1.0% 646,988 $127.8M
Charles Schwab Investment Management Inc. 0.02% Reduce -7.9% 595,013 $117.5M
Menora Mivtachim Holdings LTD. 0.71% New 552,933 $109.2M
Harel Insurance Investments & Financial Services Ltd. 1.24% Add +617.2% 481,155 $95.0M
Fisher Asset Management 0.04% Reduce -48.6% 446,643 $88.2M
BlackRock, Inc. 0.00% Reduce -55.3% 434,195 $85.7M
Agf Management Ltd. 0.43% Reduce -12.9% 406,690 $80.3M
Citigroup Inc. 0.06% Add +149.1% 365,750 $72.2M
Victory Capital Management Inc. 0.07% Reduce -1.4% 316,954 $62.6M
Stifel Financial Corp. 0.07% Add +4.6% 315,169 $62.2M
Wolverine Trading, LLC 1.94% Add +14.2% 310,784 $61.2M
Northern Trust Corp. 0.01% Add +5.7% 308,276 $60.9M
Cetera Investment Advisers 0.12% Add +1.6% 305,921 $60.4M
Clal Insurance Enterprises Holdings Ltd 0.61% New 300,000 $59.2M
Main Management Fund Advisors LLC 8.47% Add +10.5% 292,500 $57.8M
US Bancorp \de 0.08% Reduce -3.9% 285,216 $56.3M
Factory Mutual Insurance Co. 0.65% No change 284,000 $56.1M
Jump Financial, LLC 0.86% Add +7952.8% 283,137 $55.9M
HighTower Advisors, LLC 0.07% Reduce -0.3% 274,016 $54.1M
Osaic Holdings, Inc. 0.12% Add +42.7% 269,143 $53.2M
State Street Corp. 0.00% Reduce -69.6% 258,923 $51.1M
MML Investors Services, LLC 0.17% Reduce -13.2% 254,602 $50.3M
Commonwealth Equity Services, LLC 0.07% Add +15.3% 252,953 $49.9M
RiverFront Investment Group, LLC 1.07% Add +1.8% 242,542 $47.9M
Gerber Kawasaki Wealth & Investment Management 2.14% Reduce -1.3% 241,292 $47.6M
KCM Investment Advisors LLC 1.70% Add +5.3% 238,548 $47.1M
Rockefeller Capital Management L.P. 0.11% Add +14.4% 228,668 $45.2M
Alps Advisors Inc. 0.26% Add +41.8% 227,496 $44.9M
Qube Research & Technologies Ltd 0.07% Add +576.1% 217,750 $43.0M
CW Advisors, LLC 0.51% Reduce -29.3% 216,506 $42.8M
Quantitative Investment Management, LLC 3.90% Add +162.8% 214,734 $42.4M
Swan Global Investments, LLC 2.13% Reduce -7.4% 212,836 $42.0M
Peapack Gladstone Financial Corp. 0.61% Reduce -1.9% 207,064 $40.9M
Advisory Alpha, LLC 1.35% Add +13.0% 200,598 $39.6M
Natixis 0.23% Add +0.5% 202,288 $39.5M
Pathstone Holdings, LLC 0.17% Add +94.0% 202,676 $39.4M
Millennium Management 0.04% Add +70.3% 197,495 $39.0M
Main Management LLC 3.26% Reduce -4.6% 187,772 $37.1M
1832 Asset Management L.P. 0.07% Add +1.1% 185,745 $36.7M
D. E. Shaw & Co. 0.05% New 179,774 $35.5M
EP Wealth Advisors, LLC 0.28% Reduce -1.0% 176,834 $34.9M
Armstrong Advisory Group, Inc. 2.70% No change 150,690 $33.8M
Full Sail Capital, LLC 2.15% Reduce -1.6% 168,207 $33.2M
Ashton Thomas Private Wealth, LLC 1.16% Add +72.1% 153,547 $30.3M
Assetmark, Inc. 0.08% Reduce -27.4% 153,514 $30.3M
TD Asset Management Inc 0.03% No change 150,000 $29.6M
Foundations Investment Advisors, LLC 0.51% Add +224.2% 138,759 $27.4M
Tradewinds Capital Management, LLC 7.30% Add +336419.5% 137,973 $27.2M
Jane Street Group, LLC 0.05% Add +434.3% 134,165 $26.5M
Itau Unibanco Holding S.A. 1.00% Add +162.2% 130,501 $25.8M
Bar Harbor Wealth Management 1.69% Reduce -1.0% 129,401 $25.6M
Trek Financial, LLC 1.82% Reduce -10.8% 127,611 $25.2M
SG Americas Securities, LLC 0.08% Add +95.6% 120,590 $23.8M
Lido Advisors, LLC 0.14% Add +287.5% 119,502 $23.6M
PNC Financial Services Group, Inc. 0.01% Reduce -8.7% 118,062 $23.3M
GTS Securities LLC 0.99% New 115,818 $22.9M
AlphaStar Capital Management, LLC 2.24% Add +9.6% 112,841 $22.3M
Oppenheimer Asset Management Inc. 0.27% Reduce -13.2% 108,678 $21.5M
FMR LLC 0.00% Reduce -2.1% 107,490 $21.2M
Cambridge Investment Research Advisors, Inc. 0.07% Add +4.6% 104,485 $20.6M
Biltmore Wealth Management, LLC 8.62% Reduce -2.0% 103,524 $20.4M
Spinnaker Trust 1.33% Reduce -16.1% 103,332 $20.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.61% Reduce -48.6% 100,287 $19.8M
IMZ Advisory Inc 8.87% Add +14.3% 99,060 $19.6M
Graypoint LLC 1.18% Reduce -7.3% 95,799 $18.9M
Tower Research Capital LLC (TRC) 0.54% Add +598.9% 93,815 $18.2M
Sanctuary Advisors, LLC 0.13% Add +1.8% 91,658 $18.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.46% Reduce -25.5% 90,364 $17.8M
Martin & Co. Inc. 3.26% Reduce -0.4% 85,389 $16.9M
WBH Advisory Inc. 1.57% Reduce -4.9% 85,181 $16.8M
Mariner, LLC 0.03% Reduce -20.4% 84,444 $16.7M
Bellwether Advisors, LLC 3.33% Reduce -27.5% 80,790 $16.0M
Old National Bancorp 0.42% Reduce -5.8% 80,307 $15.9M
Sequoia Financial Advisors, LLC 0.12% Add +1977.0% 77,491 $15.3M
SRB Corp. 1.00% Add +336.8% 77,270 $15.3M
Salomon & Ludwin, LLC 1.62% Add +7.0% 77,194 $15.2M
Krilogy Financial LLC 0.98% Reduce -1.0% 76,536 $15.1M
Kingsview Wealth Management, LLC 0.28% Add +0.8% 74,972 $14.8M
Squarepoint Ops LLC 0.04% Add +299.5% 74,238 $14.7M
Janney Capital Management LLC 0.99% Add +661.9% 72,909 $14.4M
Bank of Montreal 0.01% Add +108.2% 71,663 $14.2M
Prosperity Consulting Group, LLC 1.07% Add +1.7% 70,372 $13.9M
Steward Partners Investment Advisory, LLC 0.12% Reduce -0.5% 69,732 $13.8M
Intrua Financial, LLC 2.12% Add +69.5% 68,749 $13.6M
Park Avenue Securities LLC 0.17% Reduce -18.0% 68,300 $13.5M
Stillwater Capital Advisors, LLC 1.78% Add +1.2% 64,545 $12.7M
Rothschild Capital Partners, LLC 3.24% Reduce -5.3% 62,749 $12.4M
Corient Private Wealth LP 0.02% Reduce -34.9% 59,870 $11.8M
Ayalon Insurance Comp Ltd. 3.78% Add +5.6% 59,294 $11.7M
Comerica Bank 0.05% Reduce -2.5% 57,582 $11.4M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.72% Add +3.3% 57,016 $11.3M
Baird Financial Group, Inc. 0.02% Reduce -10.2% 55,126 $10.9M
Caisse de depot et placement du Quebec 0.02% New 54,728 $10.8M
Cwm, LLC 0.04% Reduce -1.3% 54,449 $10.8M
Clarity Financial LLC 1.23% Add +19.1% 54,284 $10.7M
Petredis Investment Advisors LLC 1.09% Add +3.8% 52,850 $10.4M
Fifth Third Bancorp 0.04% Reduce -2.2% 52,799 $10.4M
Kestra Advisory Services, LLC 0.05% Add +0.4% 52,346 $10.3M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -14.6% 50,700 $10.0M
Premier Path Wealth Partners, LLC 1.53% Add +9.3% 49,801 $9.8M
DAVENPORT & Co LLC 0.06% Reduce -3.4% 49,019 $9.7M
Susquehanna International Group, LLP 0.02% Reduce -66.3% 48,819 $9.6M
Balyasny Asset Management L.P. 0.02% Reduce -35.0% 47,761 $9.4M
Maven Securities LTD 2.04% Add +60.5% 47,344 $9.3M
Private Advisor Group, LLC 0.06% Reduce -42.4% 47,210 $9.3M
RFG Advisory, LLC 0.25% Add +2.8% 46,454 $9.2M
Creative Planning 0.01% Add +7.0% 45,505 $9.0M
Capital Investment Advisors, LLC 0.17% Reduce -82.9% 45,165 $8.9M
Proquility Private Wealth Partners, LLC 2.75% Add +7.2% 45,157 $8.9M
IHT Wealth Management, LLC 0.27% Add +0.9% 44,282 $8.8M
Royal Fund Management, LLC 1.01% Add +8.2% 43,121 $8.5M
Vickerman Investment Advisors, Inc. 1.92% Add +10.2% 42,867 $8.5M
Forbes J M & Co. LLP 0.81% Reduce -1.5% 42,527 $8.4M
Quantinno Capital Management LP 0.05% Add +13.1% 42,487 $8.4M
Equitable Holdings, Inc. 0.08% Reduce -2.4% 41,727 $8.2M
Concurrent Investment Advisors, LLC 0.20% Add +13.1% 41,444 $8.2M
Insight Wealth Strategies, LLC 1.10% Reduce -15.5% 41,333 $8.2M
TCP Asset Management, LLC 1.80% Reduce -0.2% 40,845 $8.1M
Farmers Trust Co. 1.51% Add +18.7% 40,645 $8.0M
Jones Financial Companies LLLP 0.01% Add +48.8% 40,464 $8.0M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.24% No change 38,000 $7.5M
Wellspring Financial Advisors, LLC 0.82% Reduce -67.3% 37,406 $7.4M
Harbour Trust & Investment Management Co 0.89% Add +0.6% 37,399 $7.4M
Innealta Capital, LLC 3.98% Reduce -15.7% 36,835 $7.3M
Orange Investment Advisors, Inc. 0.85% Reduce -1.0% 36,129 $7.1M
Bank Hapoalim BM 1.07% Reduce -4.3% 36,084 $7.1M
Tamar Securities, LLC 0.96% Add +6.0% 35,713 $7.1M
Bartlett & Co. Wealth Management LLC 0.10% Reduce -0.5% 35,682 $7.0M
NewEdge Advisors, LLC 0.04% Add +13.7% 35,586 $7.0M
Atria Investments, Inc 0.09% Reduce -20.4% 35,025 $6.9M
Baker Avenue Asset Management, LP 0.22% Add +3.4% 34,956 $6.9M
MMBG Investment Advisors Co. 0.77% Reduce -13.2% 34,511 $6.8M
Oppenheimer & Co. Inc. 0.10% Add +105.3% 33,963 $6.7M
Callan Capital, LLC 0.50% Reduce -1.0% 33,961 $6.7M
Brave Asset Management Inc. 2.10% Add +0.2% 33,860 $6.7M
Ameraudi Asset Management, Inc. 3.81% Add +1.4% 33,728 $6.7M
Invst, LLC 0.90% Reduce -18.3% 33,346 $6.6M
Benjamin Edwards Inc. 0.09% Add +0.4% 33,177 $6.6M
Carnegie Investment Counsel 0.16% Add +2.9% 35,965 $6.5M
Pinnacle Associates Ltd. 0.09% Reduce -0.0% 32,228 $6.4M
First Merchants Corp. 0.25% Reduce -0.2% 32,193 $6.4M
Asset Advisors Investment Management, LLC 0.66% Add +1.1% 31,948 $6.3M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.56% Reduce -25.0% 31,812 $6.3M
Integrated Wealth Concepts LLC 0.07% Reduce -14.7% 31,434 $6.2M
Davis R M Inc. 0.12% Reduce -3.9% 31,402 $6.2M
Mercer Global Advisors Inc. 0.01% Reduce -9.8% 31,196 $6.2M
Blair William & Co. 0.02% Add +52.1% 31,127 $6.1M
Lake Hills Wealth Management, LLC 4.20% New 30,803 $6.1M
Peterson Wealth Management 4.08% Add +1.4% 30,711 $6.1M
Keebeck Wealth Management 0.89% Reduce -7.2% 30,601 $6.0M
Atria Wealth Solutions, Inc. 0.07% Reduce -19.5% 30,480 $6.0M
Harrell Investment Partners, LLC 1.74% Add +5.7% 29,762 $5.9M
&partners 0.06% Add +43.0% 29,717 $5.9M
MAI Capital Management 0.04% Add +16.3% 29,654 $5.9M
Chemung Canal Trust Co. 1.28% Reduce -7.4% 29,502 $5.8M
First Interstate Bank 0.34% Reduce -19.9% 29,118 $5.7M
Hilltop Holdings Inc. 0.36% Add +0.3% 28,511 $5.6M
Segment Wealth Management, LLC 0.38% Reduce -1.3% 28,481 $5.6M
Allspring Global Investments Holdings, LLC 0.01% Add +2.3% 28,328 $5.6M
Dakota Wealth Management 0.13% Reduce -0.3% 28,108 $5.6M
German American Bancorp, Inc. 0.59% Reduce -47.2% 27,603 $5.5M
Focus Financial Network, Inc. 0.22% Reduce -1.9% 27,508 $5.4M
Steele Capital Management, Inc. 0.28% Add +2.6% 27,493 $5.4M
Granite Harbor Advisors, Inc. 2.88% Add +0.3% 27,425 $5.4M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -59.8% 27,398 $5.4M
Toth Financial Advisory Corp. 0.65% Add +0.2% 27,352 $5.4M
Advisory Services Network, LLC 0.10% Reduce -25.1% 27,277 $5.4M
Winthrop Capital Management, LLC 1.46% Reduce -7.8% 26,788 $5.3M
Colton Groome Financial Advisors, LLC 2.03% Add +3.8% 26,534 $5.2M
Anfield Capital Management, LLC 1.89% Add +23945.4% 25,969 $5.1M
Horizon Investments, LLC 0.15% Reduce -21.1% 25,734 $5.1M
Soltis Investment Advisors LLC 0.45% Add +233.5% 25,606 $5.1M
Retirement Planning Group, LLC 0.24% Add +10.7% 25,492 $5.0M
111 Capital 0.97% Add +2682.6% 25,433 $5.0M
Pallas Capital Advisors LLC 0.21% Reduce -9.1% 25,228 $5.0M
Simmons Bank 0.37% Reduce -0.6% 24,867 $4.9M
Sandy Spring Bank 0.21% Reduce -2.7% 24,772 $4.9M
Freedom Investment Management, Inc. 0.40% Reduce -9.5% 24,348 $4.8M
Financial Counselors Inc. 0.07% Reduce -0.7% 23,589 $4.7M
Atlas Capital Advisors Inc. 0.58% Reduce -18.4% 23,578 $4.7M
Bank of New York Mellon Corp 0.00% Add +11.1% 23,433 $4.6M
Mission Hills Financial Advisory, LLC 3.16% Reduce -2.0% 23,046 $4.6M
Venturi Wealth Management, LLC 0.24% Reduce -15.5% 22,934 $4.5M
Merit Financial Group, LLC 0.07% Reduce -0.9% 22,880 $4.5M
Advisor Resource Council 0.36% New 31,927 $4.5M
Keybank National Association 0.02% Reduce -5.6% 22,327 $4.4M
TCV Trust & Wealth Management, Inc. 0.41% Reduce -1.1% 22,183 $4.4M
Founders Financial Securities LLC 0.37% Reduce -34.3% 22,147 $4.4M
Fca Corp. 1.38% Add +8.6% 21,964 $4.3M
Natixis Advisors, LLC 0.01% Add +13.2% 21,707 $4.3M
Long Run Wealth Advisors, LLC 0.97% Add +30.9% 21,555 $4.3M
Kennicott Capital Management LLC 2.74% Reduce -0.4% 21,281 $4.2M
AdvisorShares Investments LLC 0.82% Reduce -25.5% 21,028 $4.2M
Symmetry Partners, LLC 0.58% New 21,083 $4.2M
Ferguson Wellman Capital Management, Inc. 0.08% Reduce -4.6% 21,070 $4.2M
Cohen & Steers, Inc. 0.01% Add +31.3% 21,000 $4.1M
Transcend Capital Advisors, LLC 0.30% Add +2.0% 20,914 $4.1M
Glenmede Trust Co. NA 0.02% Add +115.4% 20,742 $4.1M
Integrated Advisors Network LLC 0.21% Reduce -21.2% 20,593 $4.1M
Waverly Advisors, LLC 0.05% Add +1.1% 20,423 $4.0M
Captrust Financial Advisors 0.01% Add +16.8% 20,324 $4.0M
Provident Co of the Employees of the Hebrew University LTD 4.59% Reduce -8.0% 20,255 $4.0M
Focus Partners Wealth 0.01% Reduce -3.8% 20,053 $4.0M
Attessa Capital LLC 2.59% Add +8.7% 20,041 $4.0M
Orleans Capital Management Corp. 2.33% Reduce -0.3% 20,031 $4.0M
Alliancebernstein L.P. 0.00% New 19,967 $3.9M
Eisler Capital Management Ltd. 0.12% Reduce -39.8% 19,859 $3.9M
Stockman Wealth Management, Inc. 0.58% Add +3.1% 19,838 $3.9M
Spire Wealth Management 0.12% Reduce -1.6% 19,738 $3.9M
Simplex Trading, LLC 0.14% New 19,730 $3.9M
Credit Industriel Et Commercial 0.88% New 19,653 $3.9M
Associated Banc-Corp 0.12% Reduce -0.4% 19,646 $3.9M
First Trust Advisors LP 0.00% Add +20.9% 19,539 $3.9M
Csenge Advisory Group 0.22% Reduce -9.3% 20,704 $3.8M
Independent Financial Group, LLC 0.13% Add +13.2% 19,154 $3.8M
Capital Insight Partners, LLC 0.65% Add +184.6% 18,985 $3.7M
Sabal Trust CO 0.21% Reduce -16.5% 18,979 $3.7M
Robertson Stephens Wealth Management, LLC 0.14% Reduce -9.7% 18,888 $3.7M
Thrivent Financial for Lutherans 0.01% Reduce -83.5% 16,942 $3.7M
U.S. Capital Wealth Advisors, LLC 0.11% Reduce -1.5% 18,736 $3.7M
Neville Rodie & Shaw Inc. 0.29% Reduce -1.7% 18,615 $3.7M
Chicago Wealth Management, Inc. 1.92% Add +13.8% 18,568 $3.7M
Stephens Inc. 0.05% Reduce -21.7% 18,307 $3.6M
Signal Advisors Wealth, LLC 0.35% Reduce -26.6% 18,293 $3.6M
Cerity Partners LLC 0.01% Reduce -12.4% 18,083 $3.6M
Howard Capital Management Group, LLC 0.28% Reduce -8.0% 18,032 $3.6M
Larson Financial Group LLC 0.17% Add +277.1% 17,802 $3.5M
Trust Co 0.42% Reduce -34.5% 17,794 $3.5M
Summit Financial, LLC 0.10% Add +32.9% 17,689 $3.5M
PCG Asset Management, LLC 3.26% Add +1.8% 17,638 $3.5M
Tritonpoint Wealth, LLC 0.33% Reduce -0.8% 17,612 $3.5M
Tiaa Trust, National Association 0.01% Reduce -1.5% 17,528 $3.5M
Banco Santander, S.A. 0.04% Add +18.0% 17,522 $3.5M
Jackson, Grant Investment Advisers, Inc. 1.34% Reduce -7.5% 17,480 $3.5M
Sigma Planning Corp 0.11% Add +11.1% 17,223 $3.4M
Cooksen Wealth, LLC 3.45% Reduce -13.4% 18,486 $3.4M
Brandywine Oak Private Wealth LLC 0.33% Reduce -4.9% 17,111 $3.4M
SkyView Investment Advisors, LLC 0.51% Add +5.6% 17,026 $3.4M
O'shaughnessy Asset Management, LLC 0.03% Add +20.8% 16,999 $3.4M
Walleye Trading LLC 0.09% New 16,836 $3.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% New 16,952 $3.3M
Evolution Wealth Advisors, LLC 0.55% Add +4.1% 16,637 $3.3M
Ameritas Advisory Services, LLC 0.13% Reduce -16.9% 16,154 $3.3M
Fortis Group Advisors, LLC 0.63% Reduce -51.8% 16,422 $3.2M
B. Riley Wealth Advisors, Inc. 0.10% Reduce -40.7% 16,296 $3.2M
Dorsey & Whitney Trust CO LLC 0.18% Add +21.9% 16,179 $3.2M
AMG National Trust Bank 0.09% Add +0.3% 16,167 $3.2M
Snowden Capital Advisors LLC 0.10% Reduce -6.0% 15,696 $3.1M
GeoWealth Management, LLC 0.12% Add +0.9% 15,556 $3.1M
Fiduciary Group, LLC 0.31% Add +7.2% 15,507 $3.1M
Mathes Company, Inc. 1.26% Reduce -6.6% 15,500 $3.1M
Ieq Capital, LLC 0.02% Add +472.3% 15,476 $3.1M
Mutual Advisors, LLC 0.09% Reduce -9.5% 15,378 $3.0M
Pennsylvania Capital Management Inc. 1.12% No change 15,327 $3.0M
CTC Alternative Strategies, Ltd. 3.68% New 15,227 $3.0M
J.W. Cole Advisors, Inc. 0.09% Reduce -44.6% 15,211 $3.0M
Ensign Peak Advisors, Inc 0.01% Reduce -64.2% 15,161 $3.0M
First Horizon Advisors, Inc. 0.08% Reduce -1.9% 15,049 $3.0M
Win Advisors, Inc. 1.51% New 14,923 $2.9M
Financial Management Professionals, Inc. 0.37% Add +7864.5% 14,814 $2.9M
jvl associates llc 1.18% No change 14,787 $2.9M
West Financial Advisors, LLC 0.55% Add +10.3% 14,746 $2.9M
MontVue Capital Management, Inc. 2.32% Reduce -3.9% 14,695 $2.9M
Canton Hathaway, LLC 0.58% Reduce -6.8% 14,510 $2.9M
FIL Ltd 0.00% Reduce -73.7% 14,472 $2.9M
Federation des caisses Desjardins du Quebec 0.01% Add +3226.4% 14,470 $2.9M
Elevation Point Wealth Partners, LLC 0.24% Add +3.9% 14,387 $2.8M
Fourth Dimension Wealth, LLC 1.36% Add +11.1% 14,279 $2.8M
AQR Capital Management 0.00% Add +65.1% 14,272 $2.8M
IFG Advisory, LLC 0.15% Add +14.3% 13,833 $2.7M
Relyea Zuckerberg Hanson LLC 0.37% Add +0.0% 13,756 $2.7M
First National Bank of Hutchinson 1.77% Add +1.6% 13,584 $2.7M
Arkadios Wealth Advisors 0.10% Add +39.8% 13,578 $2.7M
Citadel Advisors 0.00% Reduce -98.5% 13,480 $2.7M
Commerce Bank 0.02% Reduce -14.6% 13,462 $2.7M
Forvis Mazars Wealth Advisors, LLC 0.06% Add +0.7% 13,408 $2.6M
3EDGE Asset Management, LP 0.18% Reduce -38.0% 13,276 $2.6M
Caprock Group, LLC 0.08% Reduce -9.4% 13,217 $2.6M
Nelson Capital Management, LLC 0.45% Add +11.3% 13,162 $2.6M
Ring Mountain Capital, LLC 1.93% Reduce -2.9% 13,026 $2.6M
RPg Family Wealth Advisory, LLC 0.73% New 12,974 $2.6M
Money Concepts Capital Corp. 0.19% Add +181.5% 12,925 $2.6M
Diversified Enterprises, LLC 0.21% Reduce -0.7% 12,861 $2.5M
Butensky & Cohen Financial Security, Inc. 0.77% Reduce -0.7% 12,720 $2.5M
Marion Wealth Management 0.67% Reduce -7.8% 12,678 $2.5M
One Wealth Map LLC 1.67% Add +0.7% 13,872 $2.5M
Camelot Technology Advisors, Inc. 2.28% Reduce -0.4% 12,513 $2.5M
HB Wealth Management, LLC 0.02% Add +17.7% 12,506 $2.5M
Sowell Financial Services LLC 0.11% Add +5.0% 12,468 $2.5M
Fairvoy Private Wealth, LLC 0.67% Add +2.8% 12,285 $2.4M
Boltwood Capital Management 0.74% Add +1.8% 12,284 $2.4M
Provida Pension Fund Administrator 0.05% No change 12,210 $2.4M
Symmetry Investments LP 0.21% New 12,100 $2.4M
Kestra Private Wealth Services, LLC 0.04% Reduce -10.6% 11,943 $2.4M
GenTrust, LLC 0.11% Reduce -17.7% 11,886 $2.3M
EWG Elevate Inc. 0.89% Reduce -56.6% 11,885 $2.3M
Trust Co. of Oklahoma 0.80% Reduce -1.7% 11,699 $2.3M
Darwin Wealth Management, LLC 0.77% No change 10,226 $2.3M
Constitution Capital LLC 1.27% Reduce -2.3% 11,577 $2.3M
Centiva Capital, LP 0.13% Add +177.7% 11,500 $2.3M
BlueCrest Capital Management Ltd 0.46% New 11,418 $2.3M
Financial Freedom, LLC 1.29% Reduce -3.5% 11,418 $2.3M
Windsor Capital Management, LLC 0.69% Reduce -2.6% 11,377 $2.2M
Regions Financial Corp. 0.02% Reduce -2.2% 11,367 $2.2M
Farmers & Merchants Trust Co of Chambersburg PA 0.79% Add +1.9% 11,334 $2.2M
Zullo Investment Group, Inc. 0.95% Add +0.2% 11,273 $2.2M
D.A. Davidson & Co. 0.02% Add +33.2% 11,223 $2.2M
Evercore Wealth Management, LLC 0.04% Reduce -4.7% 11,200 $2.2M
New Wave Wealth Advisors LLC 0.99% Add +35.7% 11,167 $2.2M
Avantax Advisory Services, Inc. 0.01% Add +11.8% 11,162 $2.2M
M&T Bank Corp 0.01% Reduce -63.3% 11,156 $2.2M
Dai-ichi Life Holdings, Inc. 2.46% Reduce -48.6% 11,100 $2.2M
Meridian Wealth Management, LLC 0.11% Add +3.2% 11,103 $2.2M
Creative Financial Designs Inc. 0.17% Reduce -18.2% 11,060 $2.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.17% Reduce -14.3% 10,922 $2.2M
Polymer Capital Management (HK) LTD 0.38% Reduce -47.6% 11,000 $2.2M
Agate Pass Investment Management, LLC 0.93% Add +40.4% 10,990 $2.2M
Sapient Capital LLC 0.04% Reduce -10.4% 10,970 $2.2M
Stratos Wealth Partners, LTD. 0.03% Reduce -67.2% 10,952 $2.2M
Chesapeake Wealth Management 0.77% Reduce -1.8% 10,944 $2.2M
Johnson Investment Counsel Inc. 0.02% Reduce -0.9% 10,920 $2.2M
Magnolia Capital Management Ltd. 1.85% No change 10,921 $2.2M
Stevens Capital Management LP 0.53% New 10,895 $2.2M
Magnus Financial Group LLC 0.21% Reduce -8.4% 10,820 $2.1M
Everstar Asset Management, LLC 1.41% Add +0.4% 10,759 $2.1M
Planwiser Financial, LLC 1.92% — 10,648 $2.1M
Point Windward Advisors Inc. 0.85% Add +0.9% 10,654 $2.1M
Colony Family Offices, LLC 0.66% Reduce -6.6% 10,642 $2.1M
5th Street Advisors, LLC 1.01% New 10,563 $2.1M
Stonebridge Financial Planning Group, LLC 0.95% Reduce -0.6% 10,527 $2.1M
Valeo Financial Advisors, LLC 0.06% Reduce -1.4% 32,782 $2.1M
Harbour Investments, Inc. 0.06% Reduce -4.1% 10,270 $2.0M
Brookstone Capital Management 0.03% Add +35.8% 10,225 $2.0M
NBT Bank, N.A. 0.15% Reduce -0.2% 10,200 $2.0M
Two Sigma Securities, LLC 0.31% New 10,162 $2.0M
HBW Advisory Services LLC 0.28% Add +16.1% 10,140 $2.0M
AAFMAA Wealth Management & Trust LLC 0.90% Add +137.1% 10,063 $2.0M
Founders Grove Wealth Partners, LLC 0.55% Add +2.4% 10,047 $2.0M
DRW Securities, LLC 0.17% Reduce -79.8% 10,000 $2.0M
Crews Bank & Trust 0.34% Reduce -0.3% 9,973 $2.0M
Brown Advisory Inc. 0.00% Add +4.3% 9,945 $2.0M
Bfsg, LLC 0.24% Reduce -12.6% 9,927 $2.0M
Whittier Trust Co. 0.03% Add +4.1% 9,910 $2.0M
CoreCap Advisors, LLC 0.09% Reduce -46.4% 9,892 $2.0M
Narus Financial Partners, LLC 0.65% Add +0.4% 9,733 $1.9M
RiverGlades Family Offices LLC 1.38% Add +1.9% 9,732 $1.9M
Foguth Wealth Management, LLC. 0.46% Reduce -43.5% 9,655 $1.9M
Pettyjohn, Wood & White, Inc. 0.36% Add +1.4% 9,629 $1.9M
Mechanics Bank Trust Department 0.26% Reduce -4.0% 9,581 $1.9M
Beaumont Financial Advisors, LLC 0.15% Add +13.5% 9,578 $1.9M
Koshinski Asset Management, Inc. 0.16% Add +106.5% 9,565 $1.9M
Wilmington Savings Fund Society, FSB 0.04% Reduce -2.4% 9,541 $1.9M
Beacon Pointe Advisors, LLC 0.02% Reduce -22.9% 9,530 $1.9M
Summit Trail Advisors, LLC 0.06% Reduce -20.3% 9,492 $1.9M
Terra Nova Asset Management LLC 1.47% Reduce -40.3% 9,481 $1.9M
CIBC Private Wealth Group LLC 0.00% Reduce -9.1% 10,557 $1.9M
HRT Financial LP 0.01% Reduce -23.9% 9,420 $1.9M
ARS Investment Partners, LLC 0.17% Reduce -1.8% 8,255 $1.9M
HSBC Holdings PLC 0.00% Add +0.2% 9,335 $1.8M
United Asset Strategies, Inc. 0.17% Reduce -8.2% 9,257 $1.8M
Horizon Financial Services, LLC 1.01% Add +7.8% 9,215 $1.8M
CX Institutional 0.07% Add +11.6% 9,197 $1.8M
Jacobi Capital Management LLC 0.13% Add +27.6% 9,112 $1.8M
Signature Estate & Investment Advisors LLC 0.05% Reduce -95.6% 9,035 $1.8M
Redwood Financial Network Corp 1.36% Reduce -0.3% 9,019 $1.8M
Cresset Asset Management, LLC 0.01% Reduce -31.3% 8,963 $1.8M
Clarus Wealth Advisors 0.94% Add +24.5% 8,979 $1.8M
Hancock Whitney Corp. 0.06% No change 8,847 $1.7M
Okabena Investment Services Inc. 0.43% Add +0.8% 8,743 $1.7M
Transamerica Financial Advisors, LLC 0.18% Reduce -29.6% 8,734 $1.7M
AE Wealth Management LLC 0.01% Reduce -68.5% 8,697 $1.7M
Flagship Harbor Advisors, LLC 0.09% Reduce -90.2% 8,673 $1.7M
CFC Planning Co LLC 1.87% New 8,652 $1.7M
Avidian Wealth Enterprises, LLC 0.08% Reduce -4.4% 8,641 $1.7M
Byrne Financial Freedom, LLC 0.96% Add +2.6% 8,568 $1.7M
Proffitt & Goodson Inc. 0.28% Reduce -10.1% 8,550 $1.7M
Bangor Savings Bank 0.16% Reduce -2.1% 8,539 $1.7M
DSG Capital Advisors, LLC 0.34% Reduce -10.2% 8,491 $1.7M
Dynamic Advisor Solutions LLC 0.05% New 8,443 $1.7M
Frank, Rimerman Advisors LLC 0.13% Add +37.1% 8,399 $1.7M
Gotham Asset Management 0.01% New 8,384 $1.7M
Certified Advisory Corp 0.19% Add +1.8% 8,358 $1.7M
AdvisorNet Financial, Inc 0.12% Add +1903.1% 8,333 $1.6M
GWN Securities Inc. 0.09% New 7,667 $1.6M
Fulcrum Equity Management 1.77% Reduce -1.1% 8,201 $1.6M
Lindbrook Capital, LLC 0.15% Add +4540.2% 8,074 $1.6M
Valmark Advisers, Inc. 0.02% Reduce -1.5% 8,042 $1.6M
Banco BTG Pactual S.A. 0.40% Reduce -46.4% 8,037 $1.6M
IFP Advisors, Inc 0.05% Add +10.6% 7,935 $1.6M
Rovin Capital /Ut/ 0.50% Add +3.0% 7,931 $1.6M
Abbot Financial Management, Inc. 0.81% No change 7,925 $1.6M
Western Wealth Management, LLC 0.10% Reduce -26.7% 7,817 $1.5M
City Center Advisors, LLC 1.80% Add +25.1% 7,812 $1.5M
Avior Wealth Management, LLC 0.06% Reduce -7.0% 7,801 $1.5M
Calamos Wealth Management LLC 0.08% Reduce -2.5% 7,692 $1.5M
Realta Investment Advisors 0.69% Add +1.9% 7,688 $1.5M
Pine Valley Investments Ltd Liability Co 0.10% Add +12.5% 7,657 $1.5M
Vontobel Holding Ltd. 0.01% Add +271.1% 7,638 $1.5M
Y-Intercept (Hong Kong) Ltd 0.10% Add +368.3% 7,633 $1.5M
Sequent Planning LLC 0.54% Add +52.5% 7,562 $1.5M
Donald L. Hagan, LLC 0.77% Reduce -19.2% 7,452 $1.5M
Caxton Associates LLP 0.05% — 7,440 $1.5M
NewEdge Wealth, LLC 0.03% Reduce -1.5% 7,404 $1.5M
Laurel Wealth Advisors LLC 0.23% Reduce -2.9% 7,395 $1.5M
Essex LLC 0.32% Add +119.8% 7,387 $1.5M
CreativeOne Wealth, LLC 0.04% Reduce -50.9% 7,348 $1.5M
Perennial Investment Advisors, LLC 0.16% Add +49.2% 7,330 $1.4M
Prime Capital Investment Advisors, LLC 0.02% Add +15.8% 7,303 $1.4M
StoneX Group Inc. 0.08% Reduce -23.0% 7,297 $1.4M
Wulff, Hansen & Co. 1.31% Reduce -2.4% 7,285 $1.4M
Atticus Wealth Management, LLC 0.47% Reduce -10.9% 7,246 $1.4M
Plimoth Trust Co. LLC 0.37% Add +18.2% 7,216 $1.4M
Belpointe Asset Management LLC 0.07% Add +0.3% 7,157 $1.4M
M3 Advisory Group, LLC 1.11% Add +0.1% 7,141 $1.4M
Montecito Bank & Trust 0.25% Reduce -0.6% 7,059 $1.4M
Ledyard National Bank 0.14% Reduce -6.2% 7,042 $1.4M
Kovack Advisors, Inc. 0.15% Reduce -6.2% 7,032 $1.4M
Whittier Trust Co. of Nevada Inc. 0.04% Add +6.7% 7,014 $1.4M
One Charles Private Wealth Services, LLC 0.45% Reduce -6.2% 6,990 $1.4M
Nations Financial Group Inc, /Ia/ 0.10% Reduce -3.2% 6,899 $1.4M
Capital Investment Counsel, LLC 0.22% Add +3.4% 6,880 $1.4M
Country Club Bank 0.09% Reduce -6.1% 6,880 $1.4M
Pinnacle Family Advisors, LLC 0.73% Add +114.9% 6,835 $1.3M
Cary Street Partners Financial LLC 0.04% Reduce -4.1% 6,815 $1.3M
Curat Global, LLC 1.64% — 6,798 $1.3M
Fifth Third Wealth Advisors LLC 0.07% Add +12.7% 6,754 $1.3M
Bryn Mawr Trust Advisors, LLC 0.08% Reduce -5.8% 6,739 $1.3M
Monetary Management Group Inc. 0.36% Reduce -2.9% 6,705 $1.3M
Simplicity Wealth,LLC 0.10% New 6,690 $1.3M
10Elms LLP 1.56% Reduce -3.4% 6,673 $1.3M
Man Group plc 0.00% Reduce -44.5% 6,647 $1.3M
Wealthfront Advisers LLC 0.00% Reduce -7.3% 6,624 $1.3M
Prospera Financial Services Inc 0.03% Add +2.3% 6,598 $1.3M
CWA Asset Management Group, LLC 0.06% Add +38.9% 6,587 $1.3M
World Investment Advisors 0.03% Add +8.5% 6,555 $1.3M
LMR Partners LLP 0.04% Reduce -46.0% 6,540 $1.3M
Runnymede Capital Advisors, Inc. 1.24% Reduce -0.7% 6,526 $1.3M
Wedbush Securities Inc. 0.05% Add +14.5% 6,522 $1.3M
Madden Advisory Services, Inc. 0.60% Reduce -5.4% 6,518 $1.3M
Purus Wealth Management, LLC 0.54% Reduce -2.9% 6,476 $1.3M
Crestwood Advisors Group, LLC 0.02% Reduce -3.8% 6,464 $1.3M
Great Valley Advisor Group, Inc. 0.03% Reduce -10.6% 6,458 $1.3M
Fort Point Capital Partners LLC 0.14% Add +0.0% 6,427 $1.3M
CWC Advisors, LLC. 0.72% Reduce -27.0% 6,424 $1.3M
Allworth Financial LP 0.01% Add +47.3% 6,523 $1.3M
Kingswood Wealth Advisors, LLC 0.12% Reduce -32.9% 6,391 $1.3M
Synovus Financial Corp. 0.02% Add +0.1% 6,388 $1.3M
Rockland Trust Co. 0.06% Reduce -65.5% 6,378 $1.3M
C2C Wealth Management, LLC 1.17% Reduce -15.9% 6,316 $1.2M
Kanawha Capital Management LLC 0.10% Reduce -0.2% 6,304 $1.2M
Tocqueville Asset Management L.P. 0.02% Reduce -17.6% 6,300 $1.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +6.2% 6,300 $1.2M
Exchange Capital Management, Inc. 0.20% Reduce -5.0% 6,297 $1.2M
Neuberger Berman Group LLC 0.00% Reduce -3.5% 6,248 $1.2M
Oak Family Advisors, LLC 0.51% Reduce -48.5% 6,187 $1.2M
Moneta Group Investment Advisors LLC 0.02% Add +7.7% 6,184 $1.2M
Afg Fiduciary Services Limited Partnership 0.90% Reduce -1.3% 6,244 $1.2M
James Investment Research, Inc. 0.15% Reduce -65.8% 6,180 $1.2M
Orion Porfolio Solutions, LLC 0.01% Reduce -8.5% 6,174 $1.2M
Orion Portfolio Solutions, LLC 0.01% Reduce -8.5% 6,174 $1.2M
Citizens Financial Group Inc. 0.02% Reduce -1.2% 6,139 $1.2M
Shepherd Financial Partners LLC 0.14% Add +1.9% 6,138 $1.2M
Bristlecone Advisors, LLC 0.10% Reduce -0.8% 6,126 $1.2M
Country Trust Bank 0.03% Reduce -90.9% 6,125 $1.2M
Gallagher Fiduciary Advisors, LLC 0.04% Reduce -0.7% 6,095 $1.2M
Glass Jacobson Investment Advisors llc 0.39% No change 5,348 $1.2M
SummitTX Capital, L.P. 0.05% — 6,044 $1.2M
Signet Financial Management, LLC 0.16% Reduce -8.6% 6,042 $1.2M
Sentinel Trust Co. Lba 0.14% No change 5,986 $1.2M
Grassi Investment Management 0.11% Add +0.0% 5,986 $1.2M
Roberts Wealth Advisors, LLC 0.36% Reduce -3.8% 5,977 $1.2M
Advisory Resource Group 0.24% Add +9.3% 5,962 $1.2M
Wealthspire Advisors, LLC 0.01% Reduce -1.6% 5,937 $1.2M
International Assets Investment Management, LLC 0.10% Add +43.0% 5,922 $1.2M
Ingalls & Snyder LLC 0.04% Reduce -6.4% 5,898 $1.2M
MKT Advisors LLC 0.54% Add +1.1% 6,378 $1.2M
Empowered Funds, LLC 0.02% Add +1162.7% 5,821 $1.1M
Mirador Capital Partners LP 0.20% Add +4.6% 5,811 $1.1M
First Wilshire Securities Management Inc. 0.33% No change 5,798 $1.1M
First Manhattan Co. Llc. 0.00% Reduce -0.7% 5,709 $1.1M
Beacon Financial Advisory LLC 0.34% Add +0.4% 5,703 $1.1M
First Business Financial Services, Inc. 0.11% No change 5,651 $1.1M
Sharper & Granite LLC 0.46% Add +13.3% 5,612 $1.1M
Advisor OS, LLC 0.13% New 5,608 $1.1M
United Capital Financial Advisors, LLC 0.01% Reduce -2.8% 5,583 $1.1M
Regal Investment Advisors LLC 0.09% Reduce -17.4% 5,532 $1.1M
Private Wealth Advisors, LLC 0.46% Reduce -0.5% 5,531 $1.1M
Parallel Advisors, LLC 0.02% Reduce -18.5% 5,478 $1.1M
SCS Capital Management LLC 0.01% New 5,478 $1.1M
Aspen Investment Management Inc 0.49% Add +38.2% 5,410 $1.1M
Capitol Family Office, Inc. 1.51% New 5,394 $1.1M
Birchcreek Wealth Management, LLC 0.67% Add +9.6% 5,348 $1.1M
Pines Wealth Management, LLC 0.49% Add +9.1% 5,972 $1.1M
Cornerstone National Bank & Trust Co 0.47% Add +15.9% 5,310 $1.0M
Kingstone Capital Partners Texas, LLC 0.84% Reduce -1.5% 5,262 $1.0M
Claro Advisors Inc. 0.14% Reduce -11.3% 5,228 $1.0M
Quadcap Wealth Management, LLC 0.15% Reduce -1.7% 5,223 $1.0M
City Holding Co. 0.14% Reduce -2.6% 5,195 $1.0M
Perigon Wealth Management, LLC 0.03% Add +1.9% 5,164 $1.0M
Crew Capital Management, Ltd 0.83% Add +1.6% 5,160 $1.0M
Iyo Bank, Ltd. 0.32% New 5,073 $1.0M
Wellington Management Group LLP 0.00% Reduce -17.8% 5,055 $998K
Golden State Wealth Management, LLC 0.14% Reduce -0.6% 4,911 $970K
Institute for Wealth Management, LLC. 0.12% Reduce -1.8% 4,900 $968K
Davies Financial Advisors, Inc. 0.82% Reduce -0.7% 4,892 $966K
Mendel Capital Management LLC 0.58% Add +1.7% 4,874 $962K
Calton & Associates, Inc. 0.22% Add +2.2% 4,833 $954K
Bailard, Inc. 0.02% Reduce -4.9% 4,821 $952K
Family Firm, Inc. 0.21% Add +0.1% 4,779 $944K
Rwa Wealth Partners, LLC 0.01% Reduce -20.9% 4,776 $943K
Mission Creek Capital Partners, Inc. 0.23% Reduce -1.6% 4,775 $943K
NorthCoast Asset Management LLC 0.00% Add +66.0% 4,766 $941K
Alpha Wealth Funds, LLC 1.02% Reduce -45.4% 4,755 $939K
Rothschild Wealth LLC 0.26% Reduce -2.6% 4,735 $935K
Ashton Thomas Securities, LLC 0.25% Reduce -8.6% 4,646 $917K
Integrity Alliance, Llc. 0.04% Add +92.1% 4,629 $914K
Kagan Cocozza Asset Management 0.74% Reduce -0.7% 4,599 $908K
St. Johns Investment Management Company, LLC 0.45% Reduce -18.4% 4,597 $908K
Pure Financial Advisors, LLC 0.02% Add +13.4% 4,584 $905K
Verus Capital Partners, LLC 0.09% Add +60.7% 4,555 $899K
Hennion & Walsh Asset Management, Inc. 0.04% Add +236.6% 4,540 $896K
Bradley Foster & Sargent Inc. 0.02% No change 4,494 $887K
Quantbot Technologies LP 0.03% New 4,479 $884K
VCI Wealth Management LLC 0.37% New 4,456 $880K
Silver Oak Securities, Incorporated 0.08% Reduce -40.3% 4,464 $880K
Encompass More Asset Management 0.26% Reduce -10.6% 4,406 $870K
V2 Financial group LLC 0.56% Add +4.8% 4,400 $869K
UNIVEST FINANCIAL Corp 0.06% Reduce -63.5% 4,378 $864K
Thomasville National Bank 0.06% No change 4,368 $863K
Sound Income Strategies, LLC 0.05% Add +21.9% 4,345 $858K
Stratos Wealth Advisors, LLC 0.05% Reduce -73.8% 4,318 $853K
SVB Wealth LLC 0.03% Reduce -4.2% 4,291 $847K
Live Oak Investment Partners 0.67% New 4,289 $847K
Rockingstone Advisors LLC 0.38% Add +2.9% 4,259 $841K
Diversify Advisory Services, LLC 0.05% Reduce -28.2% 4,218 $840K
Level Four Advisory Services, LLC 0.03% Add +10.3% 4,251 $840K
Scotia Capital Inc. 0.00% Reduce -79.8% 4,188 $827K
Sovran Advisors, LLC 0.11% Add +120.5% 4,459 $827K
Ally Invest Advisors Inc. 0.07% Reduce -2.0% 4,172 $824K
Schrum Private Wealth Management LLC 0.72% Add +0.0% 4,172 $824K
Harbor Investment Advisory, LLC 0.08% Reduce -2.3% 4,163 $822K
Providence First Trust Co 0.33% Add +10.3% 4,138 $817K
Marcum Wealth, LLC 0.07% Reduce -0.7% 4,134 $816K
Mgo One Seven LLC 0.03% Reduce -10.6% 4,131 $816K
Wealthgarden F.S. LLC 0.77% Reduce -4.0% 4,076 $805K
Williams Jones Wealth Management, LLC. 0.01% No change 4,035 $797K
Vishria Bird Financial Group, LLC 0.27% No change 4,030 $796K
E&G Advisors, LLC 0.22% No change 3,985 $787K
KDK Private Wealth Management, LLC 0.89% No change 3,939 $778K
OneDigital Investment Advisors LLC 0.01% Reduce -10.3% 3,933 $777K
Financial & Tax Architects, LLC 0.19% Add +15.7% 3,932 $776K
Beacon Bridge Wealth Partners, LLC 0.33% Add +2.1% 3,907 $771K
Arete Wealth Advisors, LLC 0.06% Add +91.1% 3,907 $771K
Milestone Asset Management, LLC 0.16% Reduce -9.9% 3,889 $768K
Archford Capital Strategies, LLC 0.11% Add +0.2% 3,871 $764K
Vista Investment Management 0.30% No change 3,869 $764K
Cassaday & Co Wealth Management LLC 0.02% Reduce -1.1% 3,845 $759K
Kwmg, LLC 0.08% Add +73.1% 3,811 $753K
Integral Investment Advisors, Inc. 0.23% Reduce -44.5% 3,727 $736K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -24.1% 3,726 $736K
Contravisory Investment Management, Inc. 0.15% Reduce -17.2% 3,725 $736K
Oxler Private Wealth LLC 0.26% Add +0.3% 3,724 $735K
Founders Financial Alliance, LLC 0.18% Add +435.6% 3,658 $722K
CENTRAL TRUST Co 0.02% Reduce -9.6% 3,657 $722K
WT Wealth Management 0.23% Reduce -6.1% 3,611 $713K
Capital Analysts, LLC 0.03% Add +23.4% 3,570 $705K
Greenleaf Trust 0.01% No change 3,557 $702K
Cullen/Frost Bankers, Inc. 0.01% Add +48.3% 3,510 $693K
First National Trust Co 0.03% No change 3,489 $689K
Exencial Wealth Advisors, LLC 0.03% Add +1.1% 3,477 $687K
McHugh Group, LLC 0.53% Reduce -2.1% 3,475 $686K
Bessemer Group Inc. 0.00% Reduce -0.3% 3,469 $684K
Childress Capital Advisors, LLC 0.20% Add +36.4% 3,454 $682K
Fiduciary Trust Co 0.01% Add +20.9% 3,412 $674K
Lionsbridge Wealth Management LLC 0.60% Reduce -15.2% 3,410 $673K
Phillips Wealth Planners LLC 0.71% Add +8.0% 3,539 $671K
Smith Salley Wealth Management 0.04% Reduce -41.5% 3,364 $664K
Rational Advisors, Inc. 0.07% Add +18.2% 3,322 $656K
Gladstone Institutional Advisory LLC 0.03% Reduce -26.7% 3,305 $653K
EPG Wealth Management LLC 0.18% Reduce -0.6% 3,294 $650K
First Foundation Advisors 0.03% No change 3,288 $649K
Ausdal Financial Partners, Inc. 0.05% Add +22.1% 3,263 $644K
Choreo, LLC 0.01% Add +1.9% 3,255 $643K
Advyzon Investment Management, LLC 0.23% Add +4.6% 3,254 $642K
QRG Capital Management, Inc. 0.01% Add +12.8% 3,251 $642K
Capstone Wealth Management Group LLC 0.51% Reduce -8.0% 3,239 $640K
Thompson Davis & Co., Inc. 0.50% Add +68.4% 3,239 $640K
Partners Wealth Management, LLC 0.72% Reduce -2.8% 3,214 $635K
KPP Advisory Services LLC 0.12% Add +2.9% 3,214 $635K
Apexium Financial, LP 0.04% Add +10.4% 3,206 $633K
Nixon Peabody Trust Co. 0.05% No change 3,200 $632K
Wealthcare Advisory Partners LLC 0.02% Reduce -20.2% 3,199 $632K
Clarius Group, LLC 0.04% No change 3,188 $630K
Verition Fund Management LLC 0.00% No change 3,150 $622K
Fenimore Asset Management Inc 0.01% No change 3,138 $620K
Centaurus Financial, Inc. 0.04% Reduce -70.6% 3,120 $616K
Arrow Financial Corp 0.07% Reduce -31.3% 3,105 $613K
SteelPeak Wealth, LLC 0.03% Reduce -9.2% 3,104 $613K
Gsa Capital Partners LLP 0.06% Reduce -14.3% 3,100 $612K
Insight Advisors, LLC/ PA 0.11% Add +0.2% 3,094 $611K
Aptus Capital Advisors, LLC 0.01% Reduce -24.3% 3,094 $611K
Watts Gwilliam & Co., LLC 0.13% Add +1.9% 3,092 $611K
Apollon Financial, LLC 0.14% No change 3,057 $604K
China Universal Asset Management Co., Ltd. 0.06% Add +348.7% 3,015 $595K
tru Independence LLC 0.18% Add +0.1% 3,012 $595K
Clare Market Investments LLC 0.16% Reduce -14.8% 3,008 $594K
Silverlake Wealth Management LLC 0.23% Reduce -18.4% 3,007 $594K
Dumont & Blake Investment Advisors LLC 0.17% Reduce -41.1% 3,005 $593K
Keel Point, LLC 0.04% Add +14.7% 2,916 $576K
BLB&B Advisors, LLC 0.03% New 2,914 $575K
Capital Wealth Alliance, LLC 0.34% New 2,908 $574K
Stonebrook Private Inc. 0.15% Reduce -9.0% 2,904 $573K
Capital Advisors, Ltd. LLC 0.08% Reduce -50.2% 2,901 $573K
Mma Asset Management LLC 0.24% Add +18.6% 2,901 $573K
XTX Topco Ltd 0.03% New 2,897 $572K
Credit Agricole S A 0.00% Add +0.4% 2,875 $568K
Prostatis Group LLC 0.18% Reduce -0.6% 2,868 $566K
Burford Brothers, Inc. 0.27% Reduce -4.2% 2,860 $565K
Palumbo Wealth Management LLC 0.19% Reduce -3.9% 2,859 $564K
Empirical Asset Management, LLC 0.19% Add +2.5% 2,852 $563K
Burns J W & Co. Inc. 0.07% Reduce -2.3% 2,846 $562K
Townsquare Capital LLC 0.01% Add +16.5% 2,845 $562K
Rollins Financial Advisors, LLC 0.10% Reduce -15.0% 2,841 $561K
Richard W. Paul & Associates, LLC 0.22% Reduce -74.1% 2,823 $557K
Lynch & Associates 0.12% Reduce -5.1% 2,811 $555K
Ehrlich Financial Group 0.40% New 2,782 $549K
Tempus Wealth Planning, LLC 0.16% No change 2,779 $549K
United Advisor Group, LLC 0.11% Add +35.0% 2,771 $547K
Baldwin Wealth Partners LLC 0.04% No change 2,770 $547K
Sage Capital Management, LLC 0.29% Add +0.3% 2,742 $541K
Savant Capital, LLC 0.00% Reduce -3.3% 2,717 $536K
McAdam, LLC 0.03% Reduce -13.6% 2,716 $536K
CHICAGO TRUST Co NA 0.10% No change 2,714 $536K
Councilmark Asset Management, LLC 0.36% No change 2,700 $533K
Joseph P. Lucia & Associates, LLC 0.24% No change 2,696 $532K
Yukon Wealth Management, Inc. 0.22% — 2,683 $530K
J. Goldman & Co LP 0.02% Reduce -96.8% 2,637 $521K
M.E. Allison & Co., Inc. 0.51% Add +0.7% 2,622 $518K
First United Bank & Trust 0.19% Reduce -5.2% 2,620 $517K
Destiny Wealth Partners, LLC 0.08% No change 2,602 $514K
Meridian Wealth Advisors, LLC 0.09% No change 2,600 $513K
Harvest Investment Services, LLC 0.14% New 2,567 $507K
Acorn Financial Advisory Services Inc. 0.09% Add +8.4% 2,544 $502K
Private Trust Co. NA 0.05% Reduce -9.4% 2,539 $501K
Optas, LLC 0.09% Reduce -0.2% 2,522 $498K
Whitener Capital Management, Inc. 0.14% Add +9.9% 2,520 $498K
Cullen Capital Management, LLC 0.01% Reduce -95.0% 2,513 $496K
SIH Partners, LLLP 0.04% New 2,475 $489K
KWB Wealth 0.06% New 2,178 $489K
Blue Chip Partners, LLC 0.04% Reduce -0.6% 2,473 $488K
RPS Advisory Solutions LLC 0.34% Add +30.2% 2,454 $485K
Nadler Financial Group, Inc. 0.05% Add +23.0% 2,452 $484K
Argent Trust Co 0.02% Reduce -32.0% 2,450 $484K
Goelzer Investment Management, Inc. 0.03% Reduce -0.1% 2,449 $484K
Whalerock Point Partners, LLC 0.12% No change 2,444 $483K
Eastern Bank 0.01% Reduce -5.1% 2,442 $482K
Kathmere Capital Management, LLC 0.04% No change 2,434 $481K
Signature Wealth Management Partners, LLC 0.31% Reduce -20.7% 2,423 $478K
L.M. Kohn & Company 0.12% Reduce -0.1% 2,372 $468K
Moors & Cabot, Inc. 0.02% Add +6.4% 2,357 $465K
Chemistry Wealth Management LLC 0.11% No change 2,355 $465K
D.B. Root & Company, LLC 0.15% New 2,345 $463K
Chilton Capital Management LLC 0.02% No change 2,343 $463K
Journey Advisory Group, LLC 0.04% No change 2,339 $462K
Edgestream Partners, L.P. 0.02% New 2,338 $462K
Ascent Group, LLC 0.02% Reduce -22.8% 2,330 $460K
Mattern Wealth Management LLC 0.10% No change 2,310 $456K
Coldstream Capital Management Inc. 0.01% Reduce -5.2% 2,302 $455K
Delta Capital Management LLC 0.27% No change 2,300 $454K
Mullooly Asset Management, Inc. 0.21% — 2,288 $452K
Manhattan West Asset Management, LLC 0.12% Reduce -16.7% 2,282 $451K
Insigneo Advisory Services, LLC 0.05% Reduce -2.6% 2,282 $451K
Independent Advisor Alliance 0.01% Reduce -97.4% 2,279 $450K
Allen Investment Management, LLC 0.01% No change 2,278 $450K
Fourpath Capital Management, LLC 0.08% Add +20.3% 2,276 $449K
Pitcairn Co. 0.03% No change 2,260 $446K
Mill Creek Capital Advisors, LLC 0.01% Add +4.9% 2,258 $446K
Campion Asset Management 0.34% Add +47.9% 2,246 $443K
Wedmont Private Capital 0.02% Reduce -2.9% 2,330 $442K
Occidental Asset Management, LLC 0.07% Reduce -93.9% 2,232 $441K
Pacific Sun Financial Corp 0.25% Reduce -0.9% 2,226 $440K
Regent Peak Wealth Advisors LLC 0.10% No change 2,223 $439K
Main Street Financial Solutions, LLC 0.04% Add +2.2% 2,222 $439K
First Citizens Bank & Trust Co. 0.01% Add +9.1% 2,212 $437K
Prudential Financial Inc. 0.00% New 2,200 $434K
Noesis Capital Mangement Corp. 0.09% Add +2.3% 2,188 $432K
King Luther Capital Management Corp. 0.00% Add +20.6% 2,187 $432K
Ranch Capital Advisors Inc. 0.20% Reduce -5.4% 2,184 $431K
Bokf, NA 0.01% Reduce -32.1% 2,145 $424K
Sage Capital Advisors,llc 0.11% Reduce -0.7% 2,143 $423K
Group One Trading LLC 0.02% New 2,116 $418K
Flywheel Private Wealth LLC 0.38% Reduce -5.9% 2,098 $414K
Wealth Quarterback LLC 0.23% Add +0.2% 2,093 $413K
Choate Investment Advisors 0.01% Reduce -72.4% 2,085 $412K
Sherman Asset Management, Inc. 0.39% Reduce -15.3% 2,077 $410K
Bragg Financial Advisors, Inc 0.02% Reduce -8.6% 2,073 $409K
Dynamic Wealth Strategies, LLC 0.34% Add +14.6% 2,071 $409K
NWF Advisory Services Inc. 0.06% Add +22.0% 2,071 $409K
Tsfg, LLC 0.08% No change 2,062 $407K
Jefferies Financial Group Inc. 0.01% New 2,044 $404K
Consolidated Portfolio Review Corp 0.06% Add +4.1% 2,039 $403K
MRWM Advisors, LLC 0.28% Add +122.2% 2,035 $402K
Fagan Associates, Inc. 0.07% Reduce -5.1% 2,030 $401K
IFC Advisors LLC 0.08% No change 2,028 $400K
Johnson Financial Group, Inc. 0.02% Reduce -33.6% 2,022 $399K
Redhawk Wealth Advisors, Inc. 0.05% Add +5.7% 2,020 $399K
Lake Street Private Wealth, LLC 0.07% Reduce -2.0% 2,019 $399K
Wealth Architects, LLC 0.04% Add +6.1% 2,014 $398K
Strategic Blueprint, LLC 0.02% Reduce -17.1% 2,010 $397K
FineMark National Bank & Trust 0.01% No change 2,005 $396K
Strategic Family Wealth Counselors, L.L.C. 0.13% No change 2,000 $395K
Tyche Wealth Partners LLC 0.09% Reduce -0.5% 2,000 $395K
Dearborn Partners LLC 0.02% Reduce -39.1% 1,989 $393K
Avantax Planning Partners, Inc. 0.01% Reduce -13.6% 1,989 $393K
Galvin, Gaustad & Stein, LLC 0.04% Reduce -2.9% 1,979 $391K
SeaCrest Wealth Management, LLC 0.04% Add +2.2% 1,969 $389K
Legacy Financial Strategies, LLC 0.08% No change 1,950 $385K
Lowe Brockenbrough & Co. Inc. 0.03% Add +44.1% 1,937 $382K
Elm Partners Management LLC 0.02% Reduce -60.5% 1,937 $382K
PFG Investments, LLC 0.02% Add +7.8% 1,935 $382K
Wealthstar Advisors, LLC 0.17% Add +0.6% 1,935 $382K
Farther Finance Advisors, LLC 0.01% Add +77.3% 1,913 $382K
Rehmann Capital Advisory Group 0.02% Reduce -31.7% 1,930 $381K
Stratos Investment Management, LLC 0.02% Add +18.2% 1,916 $378K
Trust Point Inc. 0.03% Add +2.4% 1,915 $378K
Stock Yards Bank & Trust Co. 0.01% Reduce -28.5% 1,914 $378K
STAR Financial Bank 0.28% No change 1,912 $378K
Secure Asset Management, LLC 0.08% Reduce -38.0% 1,912 $377K
Bensler, LLC 0.05% Add +1.3% 1,910 $377K
Compound Planning, Inc. 0.02% Add +97.9% 1,910 $377K
W.H. Cornerstone Investments Inc. 0.26% Add +105.3% 1,905 $376K
Brown Brothers Harriman & Co. 0.00% Add +7.1% 1,903 $376K
Everett Harris & Co. 0.00% No change 1,901 $375K
Alpine Woods Capital Investors, LLC 0.09% No change 1,900 $375K
Frisch Financial Group, Inc. 0.10% Reduce -0.7% 1,893 $374K
Elevatus Welath Management 0.21% Reduce -1.3% 1,873 $370K
Arista Wealth Management, LLC 0.09% Reduce -4.0% 1,870 $369K
JNBA Financial Advisors 0.04% Add +0.4% 1,868 $369K
Berger Financial Group, Inc 0.03% Reduce -2.9% 1,854 $366K
Freestone Capital Holdings, LLC 0.01% Reduce -26.4% 1,845 $364K
LVM Capital Management Ltd. 0.04% No change 1,843 $364K
Tiller Private Wealth, Inc. 0.15% Add +2.8% 1,824 $360K
Jackson Hole Capital Partners, LLC 0.07% Add +0.4% 1,820 $359K
Charter Oak Capital Management, LLC 0.03% Reduce -35.6% 1,815 $358K
Swmg, LLC 0.14% Reduce -17.4% 1,811 $358K
Precedent Wealth Partners, LLC 0.10% No change 1,809 $357K
Westside Investment Management, Inc. 0.08% Add +32.9% 1,796 $356K
Journey Strategic Wealth LLC 0.01% Add +6.3% 1,782 $352K
Inscription Capital, LLC 0.06% — 1,912 $352K
Autumn Glory Partners, LLC 0.17% No change 1,773 $350K
Fielder Capital Group LLC 0.10% Add +16.9% 1,769 $349K
Astra Wealth Partners LLC 0.33% Add +0.1% 1,758 $347K
Private Wealth Partners, LLC 0.03% Add +2.6% 1,754 $346K
SS&H Financial Advisors, Inc. 0.13% Reduce -25.0% 1,750 $346K
OneAscent Family Office, LLC 0.32% New 1,712 $341K
Legacy Wealth Management, LLC 0.02% Reduce -0.8% 1,725 $341K
Flputnam Investment Management Co. 0.01% Reduce -7.5% 1,716 $339K
Seven Springs Wealth Group, LLC 0.12% No change 1,708 $337K
Thoroughbred Financial Services, LLC 0.02% Add +0.1% 1,711 $337K
SkyOak Wealth, LLC 0.07% No change 1,699 $335K
RMR Wealth Builders 0.04% Reduce -13.0% 1,688 $333K
NorthRock Partners, LLC 0.01% Reduce -5.1% 1,683 $332K
Bay Rivers Group 0.17% Reduce -4.1% 1,681 $332K
Haverford Trust Co 0.00% Add +23.0% 1,680 $332K
Talisman Wealth Advisors LLC 0.34% Reduce -5.5% 1,678 $331K
Brookwood Investment Group LLC 0.06% — 1,677 $331K
Community Bank, N.A. 0.04% Reduce -0.2% 1,677 $331K
Venture Visionary Partners LLC 0.01% Add +12.8% 1,674 $331K
Florida Financial Advisors, LLC 0.13% Reduce -41.9% 1,674 $331K
Howland Capital Management LLC 0.01% Reduce -4.8% 1,672 $330K
Parsons Capital Management Inc. 0.02% Reduce -5.5% 1,668 $329K
Global Assets Advisory, LLC 0.06% New 1,728 $329K
Mitchell McLeod Pugh & Williams Inc. 0.07% New 1,666 $329K
Russell Investments Group, Ltd. 0.00% Add +211.1% 1,658 $327K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -3.0% 1,657 $327K
Great Lakes Advisors, LLC 0.00% Reduce -89.5% 1,655 $327K
Huntleigh Advisors, Inc. 0.05% Reduce -2.4% 1,650 $326K
Olistico Wealth, LLC 0.20% Reduce -0.1% 1,640 $324K
USA Financial Formulas 0.05% Reduce -16.7% 1,632 $322K
Sharkey, Howes & Javer 0.05% No change 1,630 $322K
Iron Gate Global Advisors LLC 0.04% Add +40.5% 1,625 $321K
Sagespring Wealth Partners, LLC 0.01% Add +7.9% 1,623 $321K
Halbert Hargrove Global Advisors, LLC 0.02% Add +0.3% 1,623 $320K
Apollon Wealth Management, LLC 0.01% Reduce -0.9% 1,615 $319K
EverSource Wealth Advisors, LLC 0.02% Add +28.6% 1,612 $318K
Circle Wealth Management, LLC 0.01% No change 1,607 $317K
Leuthold Group, LLC 0.04% Add +5.8% 1,606 $317K
Visionary Wealth Advisors 0.02% No change 1,602 $316K
Legacy Private Trust Co. 0.02% Reduce -4.7% 1,599 $316K
Brighton Jones LLC 0.01% Add +36.7% 1,598 $316K
Keystone Financial Group 0.03% Reduce -4.9% 1,597 $315K
1900 Wealth Management LLC 0.03% Add +0.3% 1,592 $314K
NFSG Corp 0.08% Add +24.6% 1,578 $312K
Heartwood Wealth Advisors LLC 0.04% Reduce -23.7% 1,575 $311K
HBK Sorce Advisory LLC 0.01% Reduce -5.2% 1,574 $311K
Legacy Capital Group California, Inc. 0.11% Reduce -21.6% 1,569 $310K
Glen Eagle Advisors, LLC 0.05% No change 1,547 $305K
Fifth Third Securities, Inc. 0.03% Add +0.8% 1,547 $305K
TD Private Client Wealth LLC 0.01% Add +25.6% 1,543 $305K
Composition Wealth, LLC 0.01% New 1,541 $304K
Zacks Investment Management 0.00% Add +36.7% 1,535 $303K
Silvercrest Asset Management Group LLC 0.00% Add +6.5% 1,527 $302K
Antonelli Financial Advisors, LLC 0.24% No change 1,525 $301K
Horizon Wealth Management, LLC 0.05% Reduce -97.4% 1,522 $301K
Waterway Wealth Management, LLC 0.13% Reduce -76.9% 1,519 $300K
Consolidated Capital Management, LLC 0.12% Reduce -10.3% 1,507 $298K
Smith, Moore & Co. 0.03% No change 1,505 $297K
Lincoln Capital Corp. 0.12% New 1,489 $294K
Performance Wealth Partners, LLC 0.01% Reduce -19.3% 1,487 $294K
BIP Wealth, LLC 0.02% No change 1,486 $293K
Northstar Financial Companies, Inc. 0.32% Reduce -11.2% 1,482 $293K
Modera Wealth Management, LLC 0.00% Add +0.5% 1,480 $292K
HF Advisory Group, LLC 0.13% Reduce -3.4% 1,479 $292K
SYM FINANCIAL Corp 0.04% Reduce -0.8% 1,479 $292K
Aries Wealth Management 0.08% Add +10.3% 1,477 $292K
Resolute Wealth Strategies, LLC 0.16% Add +0.3% 1,476 $291K
Graves Light Lenhart Wealth, Inc. 0.04% No change 1,475 $291K
MPS Loria Financial Planners, LLC 0.09% Add +0.2% 1,472 $291K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -7.8% 1,469 $290K
Balboa Wealth Partners 0.07% Add +0.3% 1,467 $290K
Peoples Bank 0.20% Reduce -59.3% 1,466 $289K
One Capital Management, LLC 0.01% New 1,462 $289K
American State Bank (Iowa) 0.17% No change 1,458 $288K
BCS Wealth Management 0.07% Add +0.1% 1,433 $283K
Arlington Capital Management, Inc. 0.21% Add +12.1% 1,432 $283K
Luts & Greenleigh Group, Inc. 0.28% No change 1,431 $283K
DF Dent & Co. Inc. 0.00% No change 1,431 $283K
Truvestments Capital LLC 0.06% Add +4.5% 1,419 $280K
Wetzel Investment Advisors, Inc. 0.14% No change 1,415 $279K
Continuum Advisory, LLC 0.04% Reduce -0.1% 1,414 $279K
Plante Moran Financial Advisors, LLC 0.02% Add +6.8% 1,403 $277K
RDA Financial Network 0.08% Add +50.4% 1,400 $276K
Summit X, LLC 0.06% Add +3.6% 1,394 $275K
River Wealth Advisors LLC 0.04% Reduce -0.5% 1,391 $275K
Icon Wealth Advisors, LLC 0.02% Reduce -1.6% 1,390 $274K
Peoples Financial Services Corp. 0.13% No change 1,389 $274K
Caldwell Sutter Capital, Inc. 0.13% No change 1,388 $274K
OneAscent Financial Services LLC 0.02% Reduce -22.0% 1,380 $274K
Empower Advisory Group, LLC 0.00% Reduce -14.1% 1,385 $273K
San Luis Wealth Advisors LLC 0.06% Add +0.1% 1,382 $273K
Paragon Private Wealth Management, LLC 0.13% New 1,381 $273K
Farmers National Bank 0.08% No change 1,381 $273K
Ironwood Financial, llc 0.06% Reduce -0.3% 1,379 $272K
Moloney Securities Asset Management, LLC 0.04% No change 1,379 $272K
Two West Capital Advisors LLC 0.23% Add +4.2% 1,428 $271K
LBMC Investment Advisors, LLC 0.02% No change 1,366 $270K
Alteri Wealth LLC 0.12% Reduce -28.4% 1,365 $270K
Penobscot Wealth Management 0.11% Reduce -8.4% 1,363 $269K
Obsidian Cio, LLC 0.04% Add +16.0% 1,358 $268K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -98.2% 1,360 $268K
Principal Securities, Inc. 0.01% Add +3.1% 1,194 $268K
Onyx Bridge Wealth Group LLC 0.04% Reduce -0.9% 1,355 $268K
Tudor Investment Corporation 0.00% Reduce -98.3% 1,351 $267K
Arlington Trust Co LLC 0.06% Add +292.4% 1,342 $265K
Marathon Trading Investment Management LLC 0.14% New 1,338 $264K
Pension & Wealth Management Advisors, Inc. 0.10% Add +456.3% 1,335 $264K
Firestone Capital Management 0.07% Add +23.6% 1,334 $263K
Midland Wealth Advisors, LLC 0.02% No change 1,325 $262K
Hopwood Financial Services, Inc. 0.20% Add +11.1% 1,320 $261K
Broadleaf Partners, LLC 0.07% No change 1,316 $260K
Elevated Capital Advisors, LLC 0.07% Reduce -3.8% 1,314 $259K
Diligent Investors, LLC 0.06% No change 1,307 $258K
Whalen Wealth Management Inc. 0.17% Reduce -2.3% 1,304 $257K
Stillwater Wealth Management Group 0.22% Reduce -13.6% 1,300 $257K
LFA - Lugano Financial Advisors SA 0.17% No change 1,300 $257K
Stanich Group LLC 0.19% No change 1,295 $256K
Hurlow Wealth Management Group, Inc. 0.08% No change 1,295 $256K
Sierra Capital LLC 0.03% No change 1,281 $253K
Albion Financial Group 0.02% No change 1,281 $253K
James J. Burns & Company, LLC 0.05% No change 1,274 $252K
Parisi Gray Wealth Management 0.08% Add +0.2% 1,273 $251K
Mission Wealth Management, LP 0.01% Reduce -31.8% 1,272 $251K
Sterling Investment Management, LLC 0.18% Add +0.4% 1,266 $250K
Midwest Financial Group LLC 0.14% Add +0.2% 1,258 $248K
Element Wealth, LLC 0.13% No change 1,256 $248K
Ascentis Independent Advisors 0.05% Reduce -5.2% 1,255 $248K
Fortis Capital Advisors, LLC 0.05% New 1,240 $245K
Severin Investments, LLC 0.24% Reduce -12.6% 1,240 $245K
Debussy Capital Management LP 0.04% Reduce -23.9% 1,230 $243K
Moss Adams Wealth Advisors LLC 0.03% No change 1,230 $243K
Tidal Investments LLC 0.00% New 1,225 $242K
AssuredPartners Investment Advisors, LLC 0.05% Reduce -7.6% 1,221 $241K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Add +76.2% 1,219 $241K
Modern Wealth Management, LLC 0.01% Add +0.3% 1,218 $240K
Ballentine Partners, LLC 0.00% No change 1,213 $240K
Acorn Creek Capital LLC 0.12% No change 1,213 $239K
Manchester Capital Management LLC 0.03% Reduce -6.8% 1,206 $238K
Trifecta Capital Advisors, LLC 0.05% No change 1,200 $237K
Tucker Asset Management LLC 0.08% Reduce -27.5% 1,187 $234K
Grant/GrossMendelsohn, LLC 0.13% New 1,183 $234K
Simon Quick Advisors, LLC 0.01% Add +27.4% 1,181 $233K
Naples Global Advisors, LLC 0.02% No change 1,177 $232K
Gold Investment Management Ltd. 0.10% Add +571.4% 1,175 $232K
Financial Advocates Investment Management 0.02% Reduce -27.0% 1,163 $230K
Clear Creek Financial Management, LLC 0.02% Reduce -11.4% 1,163 $230K
Texas Yale Capital Corp. 0.01% No change 1,161 $229K
Sebold Capital Management, Inc. 0.15% Reduce -1.6% 1,159 $229K
One Day In July LLC 0.02% New 1,158 $229K
MWA Asset Management 0.16% No change 1,153 $228K
Capital Square, LLC 0.13% Reduce -7.3% 1,153 $228K
American National Bank & Trust 0.03% Reduce -6.9% 1,151 $227K
WealthTrust Asset Management, LLC 0.17% Reduce -2.8% 1,144 $226K
Flagstar Securities, Inc. 0.06% Reduce -1.3% 1,140 $225K
Sunbelt Securities, Inc. 0.02% Add +6.3% 1,139 $225K
Lodestar Private Asset Management LLC 0.03% Reduce -3.8% 1,131 $223K
Evoke Wealth, LLC 0.01% No change 1,131 $223K
AllSquare Wealth Management LLC 0.13% No change 1,127 $223K
River Street Advisors LLC 0.11% Add +2.1% 1,123 $222K
Rappaport Reiches Capital Management, LLC 0.06% New 1,117 $221K
Straight Path Wealth Management 0.09% Reduce -4.8% 1,114 $220K
Geneos Wealth Management Inc. 0.01% Reduce -3.6% 1,111 $219K
T. Rowe Price Associates Inc. 0.00% No change 1,100 $218K
Jaffetilchin Investment Partners, LLC 0.02% Add +7.5% 1,101 $217K
SOL Capital Management CO 0.02% No change 1,100 $217K
BBR Partners, LLC 0.02% No change 1,098 $217K
Capital Management Associates, Inc 0.05% New 1,092 $216K
Foster Victor Wealth Advisors, LLC 0.02% Add +9.3% 1,135 $215K
Key Client Fiduciary Advisors, LLC 0.10% Add +0.5% 1,090 $215K
Promethium Advisors,llc 0.14% No change 1,090 $215K
Raffa Wealth Management, LLC 0.05% Reduce -4.6% 1,087 $215K
Deutsche Bank AG 0.00% Reduce -20.4% 1,087 $215K
Roman Butler Fullerton & Co. 0.08% Reduce -63.8% 1,136 $215K
Ritholtz Wealth Management 0.01% Reduce -0.6% 1,084 $214K
Shulman DeMeo Asset Management LLC 0.06% Reduce -39.7% 1,082 $214K
Kaizen Financial Strategies 0.12% Reduce -4.3% 1,069 $211K
Vantage Financial Partners, LLC 0.05% New 1,051 $208K
Gradient Investments LLC 0.00% New 1,047 $207K
Finivi Inc. 0.17% Reduce -11.7% 1,044 $206K
Cornerstone Wealth Management, LLC 0.01% Reduce -6.6% 1,042 $206K
Stonehaven Wealth & Tax Solutions, LLC 0.22% Reduce -11.0% 1,041 $206K
Marex Group Ltd 0.00% New 1,041 $206K
Annex Advisory Services, LLC 0.01% Reduce -12.8% 1,040 $205K
McElhenny Sheffield Capital Management, LLC 0.08% No change 1,037 $205K
Norden Group LLC 0.02% Add +0.2% 1,034 $204K
Ipsen Advisor Group LLC 0.17% Add +0.2% 1,029 $203K
Three Bridge Wealth Advisors, LLC 0.07% Reduce -0.7% 1,020 $201K
Independence Bank of Kentucky 0.03% Reduce -40.7% 1,017 $201K
PUREfi Wealth, LLC 0.20% New 1,016 $201K
Waldron Private Wealth LLC 0.01% New 1,015 $200K
LaSalle St. Investment Advisors, LLC 0.05% Add +2.1% 1,014 $200K
Byrne Asset Management LLC 0.17% Add +7.5% 1,010 $199K
SouthState Bank Corp 0.01% No change 1,010 $199K
Trust Co. of Vermont 0.01% No change 1,005 $198K
Oakworth Capital, Inc. 0.01% Reduce -4.6% 998 $197K
National Bank of Canada 0.00% Reduce -31.6% 959 $190K
Paloma Partners Management Co 0.07% New 955 $189K
Flagship Wealth Advisors, LLC 0.08% No change 921 $182K
Hazlett, Burt & Watson, Inc. 0.08% Reduce -1.5% 910 $180K
Caldwell Trust Co 0.02% No change 901 $178K
Archer Investment Corp 0.05% No change 899 $178K
SBI Securities Co., Ltd. 0.01% Reduce -1.0% 877 $173K
TD Waterhouse Canada Inc. 0.00% Reduce -19.8% 859 $171K
Valley Wealth Managers, Inc. 0.01% Reduce -51.1% 868 $171K
Solstein Capital, LLC 0.10% No change 861 $170K
Keystone Global Partners, LLC 0.12% — 858 $169K
Franklin Resources Inc. 0.00% Reduce -4.4% 854 $169K
AlphaCore Capital LLC 0.01% New 851 $168K
Clearstead Advisors, LLC 0.00% Reduce -63.6% 844 $167K
MGB Wealth Management, LLC 0.06% No change 810 $160K
Cary Street Partners Investment Advisory LLC 0.09% Add +46.7% 776 $153K
Ameriflex Group, Inc. 0.06% Add +1.7% 737 $146K
Farmers & Merchants Investments Inc. 0.00% No change 736 $145K
Vestor Capital, LLC 0.01% No change 727 $144K
Goodman Advisory Group, LLC 0.04% New 724 $143K
Crewe Advisors LLC 0.02% Reduce -66.2% 710 $140K
Optimum Investment Advisors 0.07% No change 700 $138K
Acropolis Investment Management, LLC 0.01% Reduce -23.9% 696 $137K
one8zero8, LLC 0.03% No change 696 $137K
Global Financial Private Client, LLC 0.05% Add +1.0% 690 $136K
Wealth Advisors of Tampa Bay, LLC 0.05% New 676 $133K
Valley National Advisers Inc. 0.02% Add +16.6% 676 $133K
Y.D. More Investments Ltd 0.01% Reduce -60.7% 661 $130K
Cranbrook Wealth Management, LLC 0.03% Reduce -0.1% 650 $128K
GAMMA Investing LLC 0.01% Reduce -15.5% 649 $128K
Avion Wealth 0.03% No change 570 $127K
Adirondack Trust Co. 0.05% No change 640 $126K
Davis Capital Management 0.10% Reduce -27.0% 634 $125K
South Plains Financial, Inc. 0.09% No change 610 $120K
Resources Management Corp. /CT/ 0.02% Add +11.3% 589 $116K
Colonial Trust Advisors 0.01% Add +0.2% 585 $115K
Atlantic Private Wealth, LLC 0.08% No change 575 $114K
Beacon Capital Management, LLC 0.02% Reduce -3.9% 571 $113K
Concord Wealth Partners 0.02% Reduce -0.5% 570 $113K
University of Texas/Texas Am Investment Management Co. 0.02% Reduce -43.1% 568 $112K
Barrett & Company, Inc. 0.05% No change 564 $111K
Banque Cantonale Vaudoise 0.00% — 561 $111K
Medallion Wealth Advisors, LLC 0.05% Reduce -16.3% 551 $110K
Murphy & Mullick Capital Management Corp 0.11% Add +56.2% 556 $110K
Duncker Streett & Co. Inc. 0.02% Add +7.4% 537 $106K
GoalVest Advisory LLC 0.03% No change 533 $105K
Finley Financial, LLC 0.06% Reduce -76.2% 520 $104K
United Community Bank 0.04% Reduce -23.6% 490 $97K
Webster Bank, N. A. 0.01% Add +55.3% 486 $96K
West Branch Capital LLC 0.03% No change 484 $96K
UMB Bank, n.a. 0.00% Add +622.7% 477 $94K
Paladin Advisory Group, LLC 0.07% No change 473 $93K
Arax Advisory Partners 0.01% Add +27.4% 465 $92K
Anchor Investment Management, LLC 0.01% Add +2.3% 454 $90K
Key Financial Inc 0.02% No change 453 $89K
Blue Bell Private Wealth Management, LLC 0.02% Add +0.9% 452 $89K
Nemes Rush Group LLC 0.01% No change 440 $87K
Hanson & Doremus Investment Management 0.01% Add +45.0% 438 $86K
Hexagon Capital Partners LLC 0.02% Reduce -0.2% 429 $85K
Townsend Asset Management Corp. /NC/ 0.03% Add +0.2% 425 $84K
TCTC Holdings, LLC 0.00% No change 421 $83K
Union Savings Bank 0.04% No change 419 $83K
BOK Financial Private Wealth, Inc. 0.01% No change 417 $82K
Zions Bancorporation, National Association 0.01% — 415 $82K
Cornerstone Planning Group LLC 0.02% Add +107.0% 416 $79K
LRI Investments, LLC 0.01% No change 400 $79K
Brown, Lisle/Cummings, Inc. 0.02% No change 399 $79K
Luminist Capital LLC 0.08% Reduce -84.5% 394 $79K
Prestige Wealth Management Group LLC 0.02% No change 396 $78K
Pacific Center for Financial Services 0.02% No change 392 $77K
Phillips Financial Management, LLC 0.01% No change 390 $77K
Edmond DE Rothschild Holding S.A. 0.00% No change 385 $76K
Hamilton Point Investment Advisors, LLC 0.01% No change 377 $74K
FWL Investment Management, LLC 0.03% Add +37400.0% 375 $74K
Sage Mountain Advisors LLC 0.01% No change 371 $73K
Capital Investment Advisory Services, LLC 0.01% Reduce -81.1% 351 $69K
Atlantic Edge Private Wealth Management, LLC 0.02% Reduce -2.8% 350 $69K
Roxbury Financial LLC 0.07% Add +73.6% 316 $68K
Strengthening Families & Communities, LLC 0.04% Add +0.3% 344 $68K
Ameritas Investment Partners, Inc. 0.00% Add +1.5% 340 $67K
Promus Capital, LLC 0.05% No change 339 $67K
Ancora Advisors LLC 0.00% No change 337 $67K
Dunhill Financial, LLC 0.03% Reduce -38.0% 327 $65K
Nvwm, LLC 0.02% Reduce -85.4% 325 $64K
Roble, Belko & Company, Inc 0.01% No change 323 $64K
Rice Partnership, LLC 0.01% No change 324 $64K
Frazier Financial Advisors, LLC 0.05% Reduce -2.4% 320 $63K
Mather Group, Llc. 0.00% No change 317 $63K
Perkins Coie Trust Co 0.01% No change 317 $63K
Private Wealth Asset Management, LLC 0.01% — 305 $60K
Hollencrest Capital Management 0.00% No change 300 $59K
Angeles Wealth Management, LLC 0.00% No change 300 $59K
Pittenger & Anderson Inc. 0.00% Reduce -7.7% 300 $59K
Synergy Investment Management, LLC 0.02% Reduce -25.6% 293 $58K
MV Capital Management, Inc. 0.01% Reduce -88.3% 291 $57K
Armor Investment Advisors, LLC 0.02% No change 277 $55K
Tompkins Financial Corp. 0.01% Reduce -7.6% 269 $53K
Montag A & Associates Inc. 0.00% No change 259 $51K
North Star Investment Management Corp. 0.00% Reduce -10.6% 252 $50K
ORG Partners LLC 0.01% Reduce -49.3% 244 $49K
Indiana Trust & Investment Management Co 0.02% No change 250 $49K
Salem Investment Counselors Inc. 0.00% Reduce -2.0% 247 $49K
Register Financial Advisors LLC 0.03% No change 246 $49K
Generali Investments, Management Co LLC 0.01% Reduce -91.1% 242 $48K
Dagco, Inc. 0.02% New 240 $47K
Blue Trust, Inc. 0.00% Add +1305.9% 239 $47K
BTG Pactual Asset Management US LLC 0.01% No change 238 $47K
Centennial Bank 0.02% Reduce -51.3% 237 $47K
Burkett Financial Services, LLC 0.02% Add +7.7% 237 $47K
Signaturefd, LLC 0.00% Reduce -1.3% 228 $45K
Tidemark, LLC 0.02% No change 225 $44K
Washington Trust Advisors, Inc. 0.00% Reduce -45.1% 224 $44K
Coston, McIsaac & Partners 0.01% Add +0.4% 226 $44K
Millstone Evans Group, LLC 0.03% No change 222 $44K
Collier Financial 0.04% No change 221 $44K
JFS Wealth Advisors, LLC 0.00% Reduce -69.4% 217 $43K
Game Plan Financial Advisors, LLC 0.02% Add +53.6% 215 $42K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -17.0% 215 $42K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 212 $42K
Stonebridge Financial Group, LLC 0.00% Reduce -99.8% 212 $42K
Riggs Asset Managment Co. Inc. 0.01% No change 211 $42K
Balentine LLC 0.00% No change 208 $41K
Financial Gravity Asset Management, Inc. 0.01% — 204 $40K
Investors Research Corp 0.01% No change 202 $40K
GKV Capital Management Co., Inc. 0.02% No change 200 $39K
Old Second National Bank of Aurora 0.01% No change 200 $39K
Capital Investment Counsel, Inc 0.01% No change 200 $39K
Provident Wealth Management, LLC 0.01% No change 198 $39K
Columbia River Financial Group, LLC 0.03% New 198 $39K
First Community Trust NA 0.03% No change 184 $36K
Morse Asset Management, Inc 0.01% No change 180 $36K
Biltmore Family Office, LLC 0.01% No change 175 $35K
WASHINGTON TRUST Co 0.00% No change 175 $35K
Guardian Wealth Advisors, LLC / NC 0.00% Add +866.7% 174 $34K
Wagner Wealth Management, LLC 0.01% Reduce -7.8% 166 $33K
Provenance Wealth Advisors, LLC 0.00% No change 165 $33K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 165 $33K
2UniFi Bank 0.02% Reduce -82.1% 150 $32K
Rothschild Investment LLC 0.00% Add +0.6% 164 $32K
New Millennium Group LLC 0.02% Reduce -99.3% 162 $32K
Operose Advisors LLC 0.01% No change 161 $32K
Quest 10 Wealth Builders, Inc. 0.03% No change 160 $32K
Lanark Financial, Inc. 0.00% — 160 $31K
N.E.W. Advisory Services LLC 0.00% New 155 $31K
Horrell Capital Management, Inc. 0.01% No change 147 $29K
SOA Wealth Advisors, LLC. 0.01% Reduce -1.4% 145 $29K
First Command Advisory Services, Inc. 0.00% Add +36.2% 143 $28K
Bellevue Asset Management, LLC 0.01% No change 138 $27K
HM Payson & Co. 0.00% Add +191.3% 134 $26K
Bogart Wealth, LLC 0.00% New 131 $26K
Richards, Merrill & Peterson, Inc. 0.01% No change 130 $26K
Creative Capital Management Investments LLC 0.01% New 125 $25K
HHM Wealth Advisors, LLC 0.00% No change 123 $24K
Pacifica Partners Inc. 0.01% No change 125 $24K
Financial Perspectives, Inc 0.01% No change 120 $24K
St Germain D J Co. Inc. 0.00% Reduce -17.2% 120 $24K
Union Bancaire Privee, UBP SA 0.00% No change 130 $24K
Reyes Financial Architecture, Inc. 0.02% No change 119 $23K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 110 $22K
Versant Capital Management, Inc 0.00% No change 109 $22K
Aventura Private Wealth, LLC 0.01% No change 108 $21K
Elevation Wealth Partners, LLC 0.01% No change 105 $21K
Steph & Co. 0.01% No change 104 $21K
DecisionPoint Financial, LLC 0.01% No change 101 $20K
Bank of New Hampshire 0.01% No change 101 $20K
WealthShield Partners, LLC 0.00% Add +32.9% 101 $20K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 99 $20K
Abound Wealth Management 0.01% Add +65.0% 99 $19K
Tower View Wealth Management LLC 0.01% Reduce -7.5% 98 $19K
Investment Research & Advisory Group, Inc. 0.01% No change 94 $19K
Elevate Wealth Advisory, Inc. 0.01% New 90 $18K
McIlrath & Eck, LLC 0.00% New 89 $18K
Center for Financial Planning, Inc. 0.00% No change 87 $17K
Creekmur Asset Management LLC 0.00% No change 87 $17K
Financial Connections Group, Inc. 0.01% No change 90 $17K
Colonial Trust Co / SC 0.00% No change 80 $16K
Park Place Capital Corp 0.00% Reduce -44.4% 79 $16K
Oxford Financial Group, LTD. LLC 0.00% No change 78 $15K
GPS Wealth Strategies Group, LLC 0.00% No change 75 $15K
Carolinas Wealth Consulting LLC 0.00% No change 74 $15K
Physician Wealth Advisors, Inc. 0.00% No change 71 $14K
Signature Resources Capital Management, LLC 0.01% No change 67 $13K
Tortoise Investment Management, LLC 0.00% No change 66 $13K
Howe & Rusling Inc. 0.00% New 65 $13K
Smartleaf Asset Management LLC 0.00% Reduce -19.8% 65 $13K
Costello Asset Management, INC 0.01% New 62 $12K
Spectrum Wealth Counsel, LLC 0.00% New 60 $12K
CNB Bank 0.01% New 59 $12K
Delta Asset Management LLC 0.00% New 59 $12K
SJS Investment Consulting Inc. 0.00% No change 58 $11K
Friedenthal Financial 0.01% Reduce -92.4% 57 $11K
First PREMIER Bank 0.00% No change 56 $11K
Winch Advisory Services, LLC 0.00% Reduce -49.5% 55 $11K
Consultiva Wealth Management, Corp. 0.04% New 55 $11K
Strategic Investment Solutions, Inc. 0.00% No change 51 $10K
Iron Horse Wealth Management, LLC 0.00% No change 51 $10K
Future Financial Wealth Managment LLC 0.01% No change 50 $10K
Kiker Wealth Management, LLC 0.01% New 50 $10K
Missouri Trust & Investment Co 0.00% No change 50 $10K
Brooklyn Investment Group 0.00% No change 47 $9K
Northwest Capital Management Inc 0.00% No change 46 $9K
Godsey & Gibb, Inc. 0.00% Reduce -42.5% 46 $9K
Park Square Financial Group, LLC 0.01% Reduce -40.3% 46 $9K
Grove Bank & Trust 0.00% New 44 $9K
LGT Financial Advisors LLC 0.03% Reduce -39.4% 43 $8K
Crowley Wealth Management, Inc. 0.01% No change 42 $8K
BankPlus Trust Department 0.00% Add +82.6% 42 $8K
Wolff Wiese Magana LLC 0.01% No change 40 $8K
Transce3nd, LLC 0.00% Reduce -54.6% 39 $8K
Asset Dedication, LLC 0.00% Reduce -41.5% 38 $8K
Comprehensive Financial Planning, Inc. 0.01% No change 38 $8K
Parkside Financial Bank & Trust 0.00% No change 36 $7K
WPG Advisers, LLC 0.01% No change 35 $7K
Arvest Investments, Inc. 0.00% No change 35 $7K
Dixon Mitchell Investment Counsel Inc. 0.00% New 35 $7K
Legacy Wealth Managment, LLC 0.00% Add +142.9% 34 $7K
Cedar Mountain Advisors, LLC 0.00% Reduce -61.4% 34 $7K
Beaird Harris Wealth Management, LLC 0.00% No change 33 $7K
Ascentis Wealth Management, LLC 0.00% No change 31 $6K
Private Wealth Management Group, LLC 0.00% New 31 $6K
Glassman Wealth Services 0.00% No change 31 $6K
Pin Oak Investment Advisors Inc. 0.00% No change 28 $6K
Cape Investment Advisory, Inc. 0.00% Add +76.5% 30 $6K
Citizens National Bank Trust Department 0.00% New 30 $6K
Atwood & Palmer Inc. 0.00% No change 29 $6K
Rakuten Securities, Inc. 0.00% Add +1350.0% 29 $6K
Logan Capital Management Inc. 0.00% No change 27 $5K
Eukles Asset Management 0.00% No change 27 $5K
Covestor Ltd 0.00% Reduce -55.4% 25 $5K
MTM Investment Management, LLC 0.00% No change 25 $5K
Atala Financial Inc 0.00% No change 25 $5K
Curio Wealth, LLC 0.00% Reduce -95.0% 1 $4K
Lowe Wealth Advisors, LLC 0.00% No change 20 $4K
Advanced Asset Management Advisors Inc 0.00% No change 20 $4K
Richardson Capital Management LLC 0.00% New 19 $4K
WealthTrak Capital Management LLC 0.00% Reduce -21.7% 18 $4K
Addison Advisors LLC 0.00% No change 17 $3K
Cordgrass Capital Advisors, LLC 0.00% New 16 $3K
Principia Wealth Advisory, LLC 0.00% New 14 $3K
Family Manage LLC 0.00% No change 13 $3K
MCF Advisors LLC 0.00% Reduce -88.3% 12 $2K
Financially Speaking Inc 0.00% Reduce -99.9% 12 $2K
Weaver Capital Management LLC 0.00% No change 12 $2K
Cherry Tree Wealth Management, LLC 0.00% No change 12 $2K
Semmax Financial Advisors Inc. 0.00% Add +140.0% 12 $2K
Decker Retirement Planning Inc. 0.00% Reduce -100.0% 10 $2K
Global Wealth Strategies & Associates 0.00% New 10 $2K
Evermay Wealth Management LLC 0.00% No change 10 $2K
Bridge Generations Wealth Management LLC 0.00% No change 5 $988
Rise Advisors, LLC 0.00% No change 4 $793
Wood Tarver Financial Group, LLC 0.00% Reduce -95.5% 1 $198
North Capital, Inc. 0.00% — 1 $197
Parallax Volatility Advisers, L.P. 0.00% No change 1 $197
Schonfeld Strategic Advisors LLC 0.00% Reduce -100.0% 1 $197
Activest Wealth Management 0.00% Reduce -98.7% 1 $101

"% 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.