SS Consumer Disc Select SectXLYETF

13F holders, Q2 2025 (June 30)
1,245holders +25
129new positions
98sold out
7famous investors
$217.36avg. 13F price*

At the end of Q2 2025, 1,245 institutions reported holding SS Consumer Disc Select Sect (XLY) in their 13F filings, up 25 from Q1 2025. 129 opened new positions and 98 sold out. The largest holders were Bank of America Corp. ($4.2B), JPMorgan Chase & Co. ($1.6B) and Morgan Stanley ($1.1B). 7 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions129$484.9M
Exits98$215.6M

All 13F filers, Q1 2025 → Q2 2025: 11,139,955 shares bought and 6,089,443 shares sold, net +5,050,512 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,245 holders

Bank of America Corp. 0.34% Reduce -0.8% 19,317,851 $4.2B
JPMorgan Chase & Co. 0.11% Add +37.9% 7,501,177 $1.6B
Morgan Stanley 0.07% Add +19.1% 5,227,137 $1.1B
Wells Fargo & Company 0.13% Reduce -9.3% 2,686,357 $583.8M
Envestnet Asset Management Inc. 0.14% Reduce -8.8% 2,256,624 $490.4M
Goldman Sachs Group Inc. 0.08% Add +48.2% 2,192,943 $476.6M
Raymond James Financial Inc. 0.15% Add +0.3% 2,043,426 $444.1M
Ameriprise Financial Inc. 0.11% Add +16.5% 2,037,719 $442.8M
Barclays PLC 0.15% Add +38.4% 1,731,092 $376.2M
PGIM Custom Harvest LLC 7.07% Add +8.3% 1,578,792 $343.1M
UBS Group AG 0.07% Reduce -29.3% 1,514,856 $329.2M
LPL Financial LLC 0.11% Reduce -12.1% 1,480,184 $321.7M
Janney Montgomery Scott LLC 0.74% Add +3.0% 1,298,342 $282.2M
Migdal Insurance & Financial Holdings Ltd. 2.99% Add +27.1% 1,160,634 $252.2M
BNP Paribas Financial Markets 0.19% Add +17.2% 1,125,169 $244.5M
Truist Financial Corp. 0.36% Add +4.5% 1,124,655 $244.4M
Menora Mivtachim Holdings LTD. 1.35% Add +95.9% 1,083,433 $235.5M
CHURCHILL MANAGEMENT Corp 2.37% Reduce -0.2% 1,004,176 $218.2M
WestEnd Advisors, LLC 5.29% Add +6.0% 981,809 $213.4M
Clal Insurance Enterprises Holdings Ltd 1.89% Add +195.1% 885,200 $192.4M
Healthcare of Ontario Pension Plan Trust Fund 0.36% No change 820,000 $178.2M
Main Management ETF Advisors, LLC 7.10% New 786,169 $170.9M
Royal Bank of Canada 0.03% Add +5.0% 679,115 $147.6M
BlackRock, Inc. 0.00% Add +40.3% 609,284 $132.4M
Charles Schwab Investment Management Inc. 0.02% Reduce -2.5% 580,222 $126.1M
Meitav Investment House Ltd. 1.52% Reduce -21.4% 517,919 $112.6M
Millennium Management 0.10% Add +154.8% 503,319 $109.4M
Harel Insurance Investments & Financial Services Ltd. 1.20% Add +0.1% 481,594 $104.7M
Susquehanna International Group, LLP 0.13% Add +690.9% 386,103 $83.9M
Cibc World Market Inc. 0.17% Reduce -64.7% 360,678 $78.4M
Victory Capital Management Inc. 0.05% Add +5.0% 332,676 $72.3M
Stifel Financial Corp. 0.07% Add +5.4% 332,193 $72.2M
Main Management Fund Advisors LLC 8.18% Add +7.9% 315,500 $68.6M
Capital Investment Advisors, LLC 1.19% Add +586.8% 310,191 $67.7M
Northern Trust Corp. 0.01% Add +0.2% 308,871 $67.1M
Agf Management Ltd. 0.30% Reduce -26.5% 298,933 $65.0M
State Street Corp. 0.00% Add +14.7% 297,050 $64.6M
Factory Mutual Insurance Co. 0.67% No change 284,000 $61.7M
Bellwether Advisors, LLC 10.50% Add +250.2% 282,911 $61.5M
US Bancorp \de 0.08% Reduce -1.7% 280,492 $61.0M
HighTower Advisors, LLC 0.08% Add +1.7% 278,646 $60.6M
Cetera Investment Advisers 0.10% Reduce -11.5% 270,634 $58.8M
Wolverine Trading, LLC 1.47% Reduce -14.6% 265,348 $58.0M
Main Management LLC 4.51% Add +40.5% 263,854 $57.3M
Gerber Kawasaki Wealth & Investment Management 2.18% Add +7.7% 259,877 $56.5M
KCM Investment Advisors LLC 1.84% Add +5.3% 251,152 $54.6M
Osaic Holdings, Inc. 0.10% Reduce -6.2% 252,532 $54.6M
Citigroup Inc. 0.04% Reduce -31.8% 249,618 $54.2M
Fisher Asset Management 0.02% Reduce -44.3% 248,775 $54.1M
Rockefeller Capital Management L.P. 0.12% Add +8.3% 247,728 $53.8M
RiverFront Investment Group, LLC 1.02% Reduce -0.6% 241,005 $52.4M
Alps Advisors Inc. 0.28% Reduce -1.7% 223,691 $48.6M
D. E. Shaw & Co. 0.05% Add +17.9% 211,986 $46.1M
Commonwealth Equity Services, LLC 0.06% Reduce -17.2% 209,387 $45.5M
Peapack Gladstone Financial Corp. 0.64% Reduce -0.3% 206,517 $44.9M
Qube Research & Technologies Ltd 0.06% Reduce -7.1% 202,235 $44.0M
Advisory Alpha, LLC 1.36% Add +0.6% 201,702 $43.8M
Natixis 0.22% Reduce -0.5% 201,226 $43.7M
Swan Global Investments, LLC 1.97% Reduce -8.2% 195,429 $42.5M
EP Wealth Advisors, LLC 0.28% Add +9.5% 193,559 $42.1M
Phoenix Financial Ltd. 0.54% New 189,467 $41.2M
1832 Asset Management L.P. 0.07% Reduce -0.1% 185,600 $40.3M
Full Sail Capital, LLC 2.27% Add +7.6% 181,057 $39.3M
MML Investors Services, LLC 0.10% Reduce -35.6% 164,058 $35.7M
Armstrong Advisory Group, Inc. 2.52% Add +1.4% 152,832 $33.2M
Advisors Preferred, LLC 5.46% New 151,729 $33.1M
Trek Financial, LLC 2.08% Add +11.9% 142,791 $31.0M
Ashton Thomas Private Wealth, LLC 1.08% Reduce -8.0% 141,266 $30.7M
Assetmark, Inc. 0.07% Reduce -8.8% 139,967 $30.4M
Bar Harbor Wealth Management 1.88% Add +4.7% 135,526 $29.5M
Trilogy Capital Inc. 1.42% New 134,612 $29.3M
Tudor Investment Corporation 0.22% Add +9747.1% 133,034 $28.9M
Foundations Investment Advisors, LLC 0.46% Reduce -4.4% 132,648 $28.8M
CW Advisors, LLC 0.27% Reduce -40.9% 127,955 $27.8M
PNC Financial Services Group, Inc. 0.02% Reduce -0.8% 117,099 $25.4M
Lido Advisors, LLC 0.13% Reduce -3.0% 115,866 $25.2M
ExodusPoint Capital Management, LP 0.30% New 112,824 $24.5M
Balyasny Asset Management L.P. 0.06% Add +135.6% 112,517 $24.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.65% Add +9.2% 109,516 $23.8M
Oppenheimer Asset Management Inc. 0.27% Reduce -0.3% 108,410 $23.6M
Sanctuary Advisors, LLC 0.14% Add +11.6% 102,327 $22.2M
Biltmore Wealth Management, LLC 8.99% Reduce -1.3% 102,212 $22.2M
Spinnaker Trust 1.33% Reduce -1.4% 101,883 $22.1M
FMR LLC 0.00% Reduce -7.7% 99,238 $21.6M
IMZ Advisory Inc 8.63% Reduce -2.0% 97,070 $21.6M
Pathstone Holdings, LLC 0.08% Reduce -51.4% 98,474 $21.4M
Graypoint LLC 1.15% Reduce -1.6% 94,236 $20.5M
Bank of Montreal 0.01% Add +28.8% 92,280 $20.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.42% No change 90,364 $19.7M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -13.7% 90,155 $19.6M
Kingsview Wealth Management, LLC 0.32% Add +15.4% 86,546 $18.8M
Martin & Co. Inc. 3.38% Reduce -1.0% 84,539 $18.4M
Mariner, LLC 0.03% Reduce -2.6% 82,211 $17.9M
Corient Private Wealth LP 0.02% Add +35.1% 80,895 $17.6M
Krilogy Financial LLC 1.00% Add +5.3% 80,586 $17.5M
Salomon & Ludwin, LLC 1.68% Reduce -0.1% 77,131 $17.0M
SRB Corp. 1.01% No change 77,270 $16.8M
Private Advisor Group, LLC 0.09% Add +63.5% 77,198 $16.8M
WBH Advisory Inc. 1.42% Reduce -10.0% 76,675 $16.7M
Intrua Financial, LLC 2.35% Add +9.4% 75,245 $16.4M
Old National Bancorp 0.28% Reduce -10.4% 71,990 $15.6M
Exchange Traded Concepts, LLC 0.20% New 70,787 $15.4M
Janney Capital Management LLC 0.99% Reduce -3.2% 70,546 $15.3M
Squarepoint Ops LLC 0.03% Reduce -11.9% 65,411 $14.2M
Steward Partners Investment Advisory, LLC 0.11% Reduce -6.8% 64,978 $14.1M
Stillwater Capital Advisors, LLC 1.79% Add +0.2% 64,666 $14.1M
AlphaStar Capital Management, LLC 0.99% Reduce -42.7% 64,658 $14.1M
Prosperity Consulting Group, LLC 1.02% Reduce -8.4% 64,486 $14.0M
Novare Capital Management LLC 1.06% New 60,162 $13.1M
Ayalon Insurance Comp Ltd. 3.70% Reduce -0.4% 59,035 $12.8M
Diversify Advisory Services, LLC 0.48% Add +1213.1% 55,385 $12.6M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2.14% Add +0.3% 57,184 $12.4M
Comerica Bank 0.05% Reduce -0.8% 57,138 $12.4M
Jones Financial Companies LLLP 0.01% Add +35.1% 54,681 $11.9M
Wealth Enhancement Advisory Services, LLC 0.02% Add +6.0% 53,727 $11.9M
Petredis Investment Advisors LLC 1.04% Add +2.9% 54,379 $11.8M
Creative Planning 0.01% Add +17.0% 53,245 $11.6M
Cwm, LLC 0.04% Reduce -2.3% 53,194 $11.6M
Fifth Third Bancorp 0.04% Add +0.5% 53,034 $11.5M
Onyx Bridge Wealth Group LLC 1.50% Add +3764.8% 52,368 $11.4M
DAVENPORT & Co LLC 0.06% Add +4.7% 51,313 $11.2M
Clarity Financial LLC 1.19% Reduce -6.7% 50,668 $11.0M
Itau Unibanco Holding S.A. 0.41% Reduce -62.1% 49,483 $10.8M
Virtu Financial LLC 0.55% New 49,222 $10.7M
Simon Quick Advisors, LLC 0.53% Add +4011.0% 48,551 $10.6M
Premier Path Wealth Partners, LLC 1.47% Reduce -2.6% 48,500 $10.5M
Quantinno Capital Management LP 0.04% Add +10.3% 46,853 $10.2M
Vickerman Investment Advisors, Inc. 2.11% Add +5.2% 45,113 $9.8M
Cadent Capital Advisors, LLC 3.19% New 44,859 $9.7M
Baird Financial Group, Inc. 0.02% Reduce -20.8% 43,657 $9.5M
TCP Asset Management, LLC 1.85% Add +5.0% 42,865 $9.3M
Concurrent Investment Advisors, LLC 0.18% Add +2.8% 42,603 $9.3M
Forbes J M & Co. LLP 0.85% No change 42,527 $9.2M
IHT Wealth Management, LLC 0.24% Reduce -8.2% 40,636 $8.8M
NewEdge Advisors, LLC 0.05% Add +13.1% 40,258 $8.7M
Caisse de depot et placement du Quebec 0.02% Reduce -26.5% 40,210 $8.7M
Atria Investments, Inc 0.10% Add +13.5% 39,767 $8.6M
Farmers Trust Co. 1.61% Reduce -2.7% 39,556 $8.6M
Equitable Holdings, Inc. 0.07% Reduce -5.8% 39,303 $8.5M
J. Goldman & Co LP 0.26% Add +1360.5% 38,513 $8.4M
Winthrop Capital Management, LLC 2.11% Add +43.4% 38,419 $8.3M
Estate Counselors, LLC 0.82% New 38,230 $8.3M
Carnegie Investment Counsel 0.16% Add +4.8% 37,675 $8.2M
Harbour Trust & Investment Management Co 0.90% Add +0.1% 37,435 $8.1M
Tamar Securities, LLC 0.97% Add +2.3% 36,525 $7.9M
Founders Financial Securities LLC 0.60% Add +63.9% 36,305 $7.9M
Horizon Investments, LLC 0.12% Add +40.3% 36,115 $7.8M
Bartlett & Co. Wealth Management LLC 0.11% Add +0.3% 35,783 $7.8M
Integrated Advisors Network LLC 0.35% Add +72.2% 35,456 $7.7M
Ameraudi Asset Management, Inc. 3.99% Add +3.9% 35,049 $7.6M
Orange Investment Advisors, Inc. 0.83% Reduce -3.1% 34,991 $7.6M
Innealta Capital, LLC 3.98% Reduce -5.8% 34,705 $7.5M
AlphaCore Capital LLC 0.28% Add +3943.7% 34,412 $7.5M
Peak Retirement Planning, Inc. 3.02% New 34,401 $7.5M
Oppenheimer & Co. Inc. 0.10% Add +0.8% 34,250 $7.4M
Brave Asset Management Inc. 1.99% Reduce -0.7% 33,623 $7.3M
Bank Hapoalim BM 1.02% Reduce -8.6% 32,970 $7.2M
Baker Avenue Asset Management, LP 0.20% Reduce -6.4% 32,726 $7.1M
First Trust Advisors LP 0.01% Add +67.5% 32,722 $7.1M
MMBG Investment Advisors Co. 0.69% Reduce -6.9% 32,116 $7.0M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.07% Reduce -15.5% 32,105 $7.0M
Kestra Advisory Services, LLC 0.03% Reduce -38.7% 32,085 $7.0M
RFG Advisory, LLC 0.16% Reduce -31.5% 31,839 $6.9M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.52% No change 31,812 $6.9M
Allspring Global Investments Holdings, LLC 0.01% Add +12.4% 31,828 $6.9M
Blair William & Co. 0.02% Add +2.2% 31,814 $6.9M
Pinnacle Associates Ltd. 0.10% Reduce -1.6% 31,720 $6.9M
Continuum Wealth Advisors, LLC 3.31% New 31,716 $6.9M
Adams Diversified Equity Fund, Inc. 0.25% New 31,700 $6.9M
Larson Financial Group LLC 0.28% Add +77.7% 31,627 $6.9M
BlueStem Wealth Partners, LLC 0.84% New 31,515 $6.8M
First Merchants Corp. 0.26% Reduce -2.8% 31,288 $6.8M
Steele Capital Management, Inc. 0.32% Add +12.1% 30,818 $6.7M
Asset Advisors Investment Management, LLC 0.66% Reduce -3.7% 30,756 $6.7M
&partners 0.05% Add +2.4% 30,437 $6.6M
Peterson Wealth Management 3.92% Reduce -1.0% 30,392 $6.6M
Foronjy Financial LLC 3.09% — 30,360 $6.6M
Brookstone Capital Management 0.09% Add +196.1% 30,273 $6.6M
Norden Group LLC 0.71% Add +2821.7% 30,210 $6.6M
Keebeck Wealth Management 0.85% Reduce -3.0% 29,683 $6.5M
J.W. Cole Advisors, Inc. 0.14% Add +94.3% 29,560 $6.4M
Benjamin Edwards Inc. 0.08% Reduce -11.5% 29,348 $6.4M
Colton Groome Financial Advisors, LLC 2.12% Add +8.6% 28,807 $6.3M
Wellspring Financial Advisors, LLC 0.55% Reduce -23.7% 28,555 $6.2M
Hilltop Holdings Inc. 0.40% Add +0.1% 28,535 $6.2M
First Interstate Bank 0.36% Reduce -2.4% 28,431 $6.2M
Segment Wealth Management, LLC 0.39% Reduce -1.2% 28,142 $6.1M
Davis R M Inc. 0.11% Reduce -10.6% 28,074 $6.1M
Mercer Global Advisors Inc. 0.01% Reduce -10.5% 27,932 $6.1M
Algorithmic Investment Models, LLC 4.14% New 27,821 $6.0M
German American Bancorp, Inc. 0.58% Reduce -0.4% 27,493 $6.0M
SG Americas Securities, LLC 0.03% Reduce -77.2% 27,485 $6.0M
Group One Trading LLC 0.20% Add +1197.6% 27,458 $6.0M
Advisory Services Network, LLC 0.09% Reduce -2.6% 26,574 $5.9M
Ensign Peak Advisors, Inc 0.01% Add +77.9% 26,977 $5.9M
Hancock Whitney Corp. 0.11% Add +202.9% 26,802 $5.8M
Granite Harbor Advisors, Inc. 2.73% Reduce -2.4% 26,780 $5.8M
Venturi Wealth Management, LLC 0.29% Add +16.6% 26,735 $5.8M
Dakota Wealth Management 0.12% Reduce -7.7% 25,937 $5.6M
Freedom Investment Management, Inc. 0.44% Add +3.3% 25,159 $5.5M
Anfield Capital Management, LLC 1.81% Reduce -3.2% 25,149 $5.5M
Thrivent Financial for Lutherans 0.01% Add +47.9% 25,054 $5.4M
Waverly Advisors, LLC 0.06% Add +21.0% 24,719 $5.4M
Atlantic Union Bankshares Corp 0.12% New 24,367 $5.3M
Simmons Bank 0.38% Reduce -2.5% 24,257 $5.3M
Paloma Partners Management Co 2.25% Add +2423.5% 24,099 $5.2M
Invst, LLC 0.65% Reduce -27.9% 24,060 $5.2M
Retirement Planning Group, LLC 0.22% Reduce -5.8% 24,006 $5.2M
MAI Capital Management 0.04% Reduce -20.6% 23,531 $5.1M
Cooksen Wealth, LLC 4.05% Add +25.5% 23,202 $5.0M
Natixis Advisors, LLC 0.01% Add +6.6% 23,148 $5.0M
Bank of New York Mellon Corp 0.00% Reduce -1.3% 23,134 $5.0M
Midwest Trust Co 0.07% — 22,895 $5.0M
Stratos Wealth Partners, LTD. 0.07% Add +109.0% 22,889 $5.0M
Keybank National Association 0.02% Add +1.6% 22,681 $4.9M
Caption Management, LLC 0.45% New 22,516 $4.9M
Dynamic Advisor Solutions LLC 0.15% Add +166.6% 22,510 $4.9M
TCV Trust & Wealth Management, Inc. 0.43% Add +1.1% 22,416 $4.9M
Toth Financial Advisory Corp. 0.57% Reduce -18.3% 22,348 $4.9M
Mission Hills Financial Advisory, LLC 2.99% Reduce -3.8% 22,166 $4.8M
Fca Corp. 1.44% Add +0.4% 22,058 $4.8M
Focus Financial Network, Inc. 0.19% Reduce -20.4% 21,903 $4.8M
WCG Wealth Advisors LLC 0.31% New 21,747 $4.7M
Sykon Capital LLC 1.69% New 21,330 $4.6M
Coastal Bridge Advisors, LLC 0.38% New 21,119 $4.6M
Long Run Wealth Advisors, LLC 0.96% Reduce -2.7% 20,976 $4.6M
Captrust Financial Advisors 0.01% Add +3.1% 20,950 $4.6M
Monument Capital Management 1.18% New 20,803 $4.5M
Transcend Capital Advisors, LLC 0.35% Reduce -0.6% 20,782 $4.5M
Kennicott Capital Management LLC 2.57% Reduce -2.4% 20,770 $4.5M
Innova Wealth Partners 2.65% New 20,749 $4.5M
Ferguson Wellman Capital Management, Inc. 0.08% Reduce -1.8% 20,683 $4.5M
BlueCrest Capital Management Ltd 0.63% Add +80.3% 20,591 $4.5M
Cerity Partners LLC 0.01% Add +12.7% 20,371 $4.4M
Merit Financial Group, LLC 0.05% Reduce -11.0% 20,365 $4.4M
Csenge Advisory Group 0.23% Reduce -1.2% 20,463 $4.4M
Stockman Wealth Management, Inc. 0.59% Add +1.4% 20,109 $4.4M
Independent Financial Group, LLC 0.12% Add +2.2% 19,581 $4.3M
Robertson Stephens Wealth Management, LLC 0.15% Add +3.5% 19,553 $4.2M
Focus Partners Wealth 0.01% Reduce -2.7% 19,513 $4.2M
Compass Wealth Management, LLC 2.26% — 19,463 $4.2M
AQR Capital Management 0.00% Add +36.1% 19,428 $4.2M
Summit Financial, LLC 0.09% Add +8.2% 19,141 $4.2M
Chicago Wealth Management, Inc. 1.98% Add +2.9% 19,104 $4.2M
Glenmede Investment Management, LP 0.02% — 18,941 $4.1M
Orleans Capital Management Corp. 2.18% Reduce -5.5% 18,936 $4.1M
FIL Ltd 0.00% Add +28.9% 18,653 $4.1M
Credit Industriel Et Commercial 0.86% Reduce -6.1% 18,460 $4.0M
Atlas Capital Advisors Inc. 0.49% Reduce -21.9% 18,422 $4.0M
U.S. Capital Wealth Advisors, LLC 0.12% Reduce -1.8% 18,401 $4.0M
Stephens Inc. 0.06% Add +0.5% 18,395 $4.0M
Thor Trading Advisors, LLC 4.98% New 18,287 $4.0M
Dai-ichi Life Holdings, Inc. 4.64% Add +64.0% 18,200 $4.0M
Howard Capital Management Group, LLC 0.27% Reduce -0.8% 17,895 $3.9M
Associated Banc-Corp 0.11% Reduce -9.6% 17,766 $3.9M
Capital Insight Partners, LLC 0.67% Reduce -7.1% 17,643 $3.8M
SkyView Investment Advisors, LLC 0.54% Add +1.6% 17,292 $3.8M
Sigma Planning Corp 0.11% Add +0.8% 17,368 $3.8M
PCG Asset Management, LLC 3.24% Reduce -1.7% 17,333 $3.8M
Milestones Private Investment Advisors LLC 2.78% — 17,297 $3.8M
Banco Santander, S.A. 0.04% Reduce -1.6% 17,243 $3.7M
Integrated Wealth Concepts LLC 0.04% Reduce -45.5% 17,129 $3.7M
Tiaa Trust, National Association 0.01% Reduce -2.6% 17,080 $3.7M
Brandywine Oak Private Wealth LLC 0.34% Reduce -0.2% 17,081 $3.7M
Fiduciary Group, LLC 0.35% Add +10.0% 17,057 $3.7M
O'shaughnessy Asset Management, LLC 0.03% Add +0.1% 17,022 $3.7M
CreativeOne Wealth, LLC 0.10% Add +130.9% 16,969 $3.7M
Tritonpoint Wealth, LLC 0.34% Reduce -3.7% 16,968 $3.7M
CoreCap Advisors, LLC 0.15% Add +70.7% 16,890 $3.7M
Evolution Wealth Advisors, LLC 0.54% Add +1.4% 16,866 $3.7M
GeoWealth Management, LLC 0.14% Add +7.8% 16,762 $3.6M
Strategic Financial Partners, Ltd. 1.67% New 16,586 $3.6M
Geneos Wealth Management Inc. 0.09% Add +1389.4% 16,547 $3.6M
Fourth Dimension Wealth, LLC 1.52% Add +15.7% 16,519 $3.6M
AdvisorShares Investments LLC 0.64% Reduce -22.0% 16,400 $3.6M
Jackson, Grant Investment Advisers, Inc. 1.30% Reduce -7.2% 16,230 $3.5M
Mutual Advisors, LLC 0.09% Add +1.5% 15,609 $3.5M
First Horizon Advisors, Inc. 0.09% Add +7.3% 16,140 $3.5M
AMG National Trust Bank 0.09% Reduce -0.1% 16,142 $3.5M
Neville Rodie & Shaw Inc. 0.26% Reduce -14.9% 15,845 $3.4M
Atom Investors LP 0.30% New 15,806 $3.4M
Pennsylvania Capital Management Inc. 1.09% Add +2.0% 15,629 $3.4M
One Wealth Map LLC 1.85% Add +8.9% 15,108 $3.4M
Mathes Company, Inc. 1.26% No change 15,500 $3.4M
Attessa Capital LLC 2.15% Reduce -22.7% 15,483 $3.4M
Signal Advisors Wealth, LLC 0.26% Reduce -15.7% 15,425 $3.4M
Dorsey & Whitney Trust CO LLC 0.17% Reduce -8.4% 14,822 $3.2M
jvl associates llc 1.15% No change 14,787 $3.2M
Alpine Global Management, LLC 0.82% New 14,546 $3.2M
RPg Family Wealth Advisory, LLC 0.84% Add +11.8% 14,509 $3.2M
Canton Hathaway, LLC 0.64% Reduce -0.7% 14,410 $3.1M
Spire Wealth Management 0.11% Reduce -27.4% 14,332 $3.1M
MontVue Capital Management, Inc. 2.21% Reduce -3.0% 14,260 $3.1M
Darwin Wealth Management, LLC 1.07% Add +38.8% 14,189 $3.1M
Arkadios Wealth Advisors 0.09% Add +4.5% 14,186 $3.1M
Bank of Marin 2.31% New 14,067 $3.1M
Snowden Capital Advisors LLC 0.09% Reduce -10.8% 13,993 $3.0M
Planwiser Financial, LLC 2.59% Add +26.2% 13,440 $3.0M
Relyea Zuckerberg Hanson LLC 0.35% Add +0.0% 13,757 $3.0M
Fairvoy Private Wealth, LLC 0.74% Add +11.6% 13,705 $3.0M
Elevation Point Wealth Partners, LLC 0.23% Reduce -5.2% 13,637 $3.0M
First National Bank of Hutchinson 1.84% No change 13,584 $3.0M
Butensky & Cohen Financial Security, Inc. 0.87% Add +5.7% 13,443 $2.9M
3EDGE Asset Management, LP 0.18% Add +0.5% 13,345 $2.9M
B. Riley Wealth Advisors, Inc. 0.14% Reduce -17.8% 13,399 $2.9M
Nelson Capital Management, LLC 0.38% Add +1.2% 13,324 $2.9M
Ring Mountain Capital, LLC 1.75% Reduce -0.7% 12,935 $2.9M
Forvis Mazars Wealth Advisors, LLC 0.06% Reduce -1.7% 13,183 $2.9M
Atria Wealth Solutions, Inc. 0.06% Reduce -56.9% 13,132 $2.9M
Valeo Financial Advisors, LLC 0.07% Reduce -60.5% 12,958 $2.8M
Marion Wealth Management 0.70% Add +1.9% 12,919 $2.8M
Diversified Enterprises, LLC 0.21% Add +0.4% 12,911 $2.8M
EHP Funds Inc. 3.19% New 12,800 $2.8M
Global Retirement Partners, LLC 0.07% — 12,597 $2.7M
Trust Co. of Oklahoma 0.87% Add +7.2% 12,537 $2.7M
Trust Co 0.31% Reduce -29.9% 12,474 $2.7M
Boltwood Capital Management 0.77% Add +1.3% 12,448 $2.7M
Ameritas Advisory Services, LLC 0.14% Reduce -23.5% 12,365 $2.7M
Commerce Bank 0.02% Reduce -9.2% 12,226 $2.7M
Provida Pension Fund Administrator 0.05% No change 12,210 $2.7M
Harrell Investment Partners, LLC 0.66% Reduce -59.5% 12,067 $2.6M
Chesapeake Wealth Management 0.85% Add +7.7% 11,787 $2.6M
Crew Capital Management, Ltd 1.83% Add +127.7% 11,747 $2.6M
Camelot Technology Advisors, Inc. 2.19% Reduce -6.9% 11,653 $2.5M
Money Concepts Capital Corp. 0.17% Reduce -9.9% 11,648 $2.5M
Constitution Capital LLC 1.28% Reduce -0.3% 11,537 $2.5M
Pallas Capital Advisors LLC 0.10% Reduce -54.5% 11,488 $2.5M
Zullo Investment Group, Inc. 1.01% Add +1.9% 11,481 $2.5M
Wealth Quarterback LLC 1.18% Add +445.4% 11,415 $2.5M
Prospera Financial Services Inc 0.05% Add +70.9% 11,278 $2.5M
Kestra Private Wealth Services, LLC 0.04% Reduce -5.6% 11,277 $2.5M
Sequoia Financial Advisors, LLC 0.02% Reduce -85.5% 11,256 $2.4M
Evercore Wealth Management, LLC 0.04% No change 11,200 $2.4M
Simplicity Wealth,LLC 0.10% Add +67.2% 11,188 $2.4M
Farmers & Merchants Trust Co of Chambersburg PA 0.76% Reduce -1.9% 11,120 $2.4M
Financial Freedom, LLC 1.29% Reduce -3.3% 11,046 $2.4M
Talon Private Wealth, LLC 0.33% New 11,033 $2.4M
Nwam LLC 0.14% New 10,806 $2.4M
Polymer Capital Management (HK) LTD 0.37% No change 11,000 $2.4M
Sharper & Granite LLC 0.91% Add +93.5% 10,857 $2.4M
Meridian Wealth Management, LLC 0.10% Reduce -0.9% 10,997 $2.4M
Magnolia Capital Management Ltd. 1.90% No change 10,921 $2.4M
Johnson Investment Counsel Inc. 0.02% Reduce -0.2% 10,899 $2.4M
Avantax Advisory Services, Inc. 0.01% Reduce -2.6% 10,873 $2.4M
Regions Financial Corp. 0.02% Reduce -4.6% 10,845 $2.4M
Beacon Pointe Advisors, LLC 0.02% Add +13.6% 10,821 $2.4M
Creative Financial Designs Inc. 0.17% Reduce -2.2% 10,817 $2.4M
GenTrust, LLC 0.11% Reduce -9.4% 10,766 $2.3M
5th Street Advisors, LLC 1.16% Add +1.7% 10,743 $2.3M
Donald L. Hagan, LLC 1.16% Add +43.8% 10,717 $2.3M
Chemung Canal Trust Co. 0.49% Reduce -63.7% 10,700 $2.3M
Everstar Asset Management, LLC 1.41% Reduce -0.8% 10,669 $2.3M
Sapient Capital LLC 0.04% Reduce -3.0% 10,637 $2.3M
Colony Family Offices, LLC 0.59% Reduce -0.5% 10,587 $2.3M
Sowell Financial Services LLC 0.09% Reduce -15.7% 10,508 $2.3M
Windsor Capital Management, LLC 0.66% Reduce -8.0% 10,463 $2.3M
Stonebridge Financial Planning Group, LLC 0.95% Reduce -0.9% 10,436 $2.3M
Cavalier Investments, LLC 0.68% New 10,400 $2.3M
Founders Grove Wealth Partners, LLC 0.56% Add +2.9% 10,342 $2.2M
Sequent Planning LLC 0.71% Add +36.3% 10,304 $2.2M
CFC Planning Co LLC 2.14% Add +17.9% 10,205 $2.2M
HSBC Holdings PLC 0.00% Add +9.2% 10,196 $2.2M
Crews Bank & Trust 0.35% Add +1.8% 10,152 $2.2M
M&T Bank Corp 0.01% Reduce -9.5% 10,098 $2.2M
AAFMAA Wealth Management & Trust LLC 0.91% Add +0.1% 10,078 $2.2M
Banco BTG Pactual S.A. 0.44% Add +24.7% 10,024 $2.2M
NBT Bank, N.A. 0.15% Reduce -1.9% 10,005 $2.2M
Point Windward Advisors Inc. 0.99% Reduce -6.1% 10,000 $2.2M
Brown Advisory Inc. 0.00% Reduce -0.3% 9,920 $2.2M
Whittier Trust Co. 0.03% Reduce -0.0% 9,909 $2.2M
Pettyjohn, Wood & White, Inc. 0.38% Add +1.9% 9,817 $2.1M
RiverGlades Family Offices LLC 1.39% Add +0.3% 9,764 $2.1M
United Asset Strategies, Inc. 0.18% Add +4.8% 9,705 $2.1M
Advisor Resource Council 1.03% Reduce -69.9% 9,613 $2.1M
New Wave Wealth Advisors LLC 0.88% Reduce -14.2% 9,578 $2.1M
Wilmington Savings Fund Society, FSB 0.04% Add +0.1% 9,549 $2.1M
ARS Investment Partners, LLC 0.15% Add +14.3% 9,433 $2.1M
IFG Advisory, LLC 0.10% Reduce -32.9% 9,285 $2.0M
Turtle Creek Wealth Advisors, LLC 0.24% New 9,252 $2.0M
HB Wealth Management, LLC 0.02% Reduce -26.1% 9,246 $2.0M
Jacobi Capital Management LLC 0.13% Add +0.5% 9,155 $2.0M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -66.6% 9,149 $2.0M
First Manhattan Co. Llc. 0.01% Add +60.0% 9,135 $2.0M
Mechanics Bank Trust Department 0.28% Reduce -4.8% 9,120 $2.0M
Byrne Financial Freedom, LLC 0.99% Add +6.4% 9,114 $2.0M
Choreo, LLC 0.03% Add +178.1% 9,053 $2.0M
Terra Nova Asset Management LLC 1.38% Reduce -4.5% 9,052 $2.0M
D.A. Davidson & Co. 0.01% Reduce -19.4% 9,051 $2.0M
Okabena Investment Services Inc. 0.43% Add +2.5% 8,960 $1.9M
Brueske Advisory Services, LLC 1.32% New 8,943 $1.9M
Cresset Asset Management, LLC 0.01% Reduce -0.5% 8,916 $1.9M
Cary Street Partners Financial LLC 0.05% Add +30.4% 8,887 $1.9M
Proffitt & Goodson Inc. 0.29% Add +3.6% 8,862 $1.9M
Redwood Financial Network Corp 1.30% Reduce -1.8% 8,856 $1.9M
Horizon Financial Services, LLC 1.02% Reduce -4.4% 8,813 $1.9M
Harbour Investments, Inc. 0.05% Reduce -14.8% 8,745 $1.9M
Avidian Wealth Enterprises, LLC 0.08% Add +0.6% 8,694 $1.9M
Curat Global, LLC 1.80% Add +27.6% 8,674 $1.9M
Schonfeld Strategic Advisors LLC 0.01% Add +862800.0% 8,629 $1.9M
Avior Wealth Management, LLC 0.06% Add +10.1% 8,586 $1.9M
Bfsg, LLC 0.21% Reduce -13.9% 8,546 $1.9M
Realta Investment Advisors 0.73% Add +10.7% 8,509 $1.8M
Laurel Wealth Advisors LLC 0.27% Add +13.6% 8,404 $1.8M
Frank, Rimerman Advisors LLC 0.12% No change 8,399 $1.8M
Gotham Asset Management 0.01% No change 8,384 $1.8M
AdvisorNet Financial, Inc 0.12% Add +0.4% 8,364 $1.8M
Advisory Resource Group 0.35% Add +40.2% 8,357 $1.8M
Magnus Financial Group LLC 0.16% Reduce -22.9% 8,341 $1.8M
Rovin Capital /Ut/ 0.55% Add +5.1% 8,336 $1.8M
Agate Pass Investment Management, LLC 0.74% Reduce -24.5% 8,301 $1.8M
Certified Advisory Corp 0.19% Reduce -0.8% 8,292 $1.8M
StoneX Group Inc. 0.09% Add +13.3% 8,264 $1.8M
Citadel Advisors 0.00% Reduce -38.8% 8,245 $1.8M
Eisler Capital Management Ltd. 0.06% Reduce -58.6% 8,218 $1.8M
Pine Valley Investments Ltd Liability Co 0.10% Add +5.6% 8,089 $1.8M
Summit Trail Advisors, LLC 0.03% Reduce -14.8% 8,086 $1.8M
HBW Advisory Services LLC 0.22% Reduce -20.5% 8,058 $1.8M
Bangor Savings Bank 0.16% Reduce -6.3% 8,000 $1.7M
Abbot Financial Management, Inc. 0.79% No change 7,925 $1.7M
Essex LLC 0.34% Add +6.2% 7,848 $1.7M
NewEdge Wealth, LLC 0.03% Add +2.9% 7,617 $1.7M
Calamos Wealth Management LLC 0.07% Add +1.7% 7,821 $1.7M
Narus Financial Partners, LLC 0.53% Reduce -19.6% 7,821 $1.7M
CIBC Private Wealth Group LLC 0.00% Reduce -26.1% 7,800 $1.7M
10Elms LLP 1.88% Add +16.8% 7,793 $1.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +22.8% 7,735 $1.7M
Clarus Wealth Advisors 0.77% Reduce -14.5% 7,681 $1.7M
AE Wealth Management LLC 0.01% Reduce -12.2% 7,640 $1.7M
Western Wealth Management, LLC 0.10% Reduce -2.5% 7,618 $1.7M
Valmark Advisers, Inc. 0.02% Reduce -5.5% 7,604 $1.7M
Atticus Wealth Management, LLC 0.44% Add +4.0% 7,534 $1.6M
Kingswood Wealth Advisors, LLC 0.13% Add +15.8% 7,399 $1.6M
Flagship Harbor Advisors, LLC 0.08% Reduce -15.8% 7,298 $1.6M
M3 Advisory Group, LLC 1.09% Add +1.3% 7,231 $1.6M
Encompass More Asset Management 0.37% Add +64.0% 7,225 $1.6M
Cullen/Frost Bankers, Inc. 0.02% Add +103.8% 7,153 $1.6M
Plimoth Trust Co. LLC 0.37% Reduce -1.1% 7,138 $1.6M
Empowered Funds, LLC 0.02% Add +22.6% 7,134 $1.6M
DSG Capital Advisors, LLC 0.28% Reduce -16.1% 7,124 $1.5M
Wulff, Hansen & Co. 1.32% Reduce -2.7% 7,090 $1.5M
Whittier Trust Co. of Nevada Inc. 0.03% No change 7,014 $1.5M
Ledyard National Bank 0.14% Reduce -1.4% 6,942 $1.5M
One Charles Private Wealth Services, LLC 0.42% Reduce -0.7% 6,939 $1.5M
Country Club Bank 0.09% Add +0.1% 6,887 $1.5M
IFP Advisors, Inc 0.04% Reduce -13.2% 6,890 $1.5M
Orion Porfolio Solutions, LLC 0.01% Add +11.5% 6,882 $1.5M
World Investment Advisors 0.03% Add +4.4% 6,845 $1.5M
Capital Investment Counsel, LLC 0.23% Reduce -1.3% 6,794 $1.5M
Wealthfront Advisers LLC 0.00% Add +2.4% 6,781 $1.5M
Fifth Third Wealth Advisors LLC 0.06% Add +0.2% 6,766 $1.5M
Nations Financial Group Inc, /Ia/ 0.10% Reduce -2.7% 6,715 $1.5M
Wedbush Securities Inc. 0.05% Add +2.9% 6,708 $1.5M
Monetary Management Group Inc. 0.36% No change 6,705 $1.5M
Moneta Group Investment Advisors LLC 0.02% Add +8.2% 6,692 $1.5M
Bessemer Group Inc. 0.00% Add +92.3% 6,671 $1.4M
Kovack Advisors, Inc. 0.14% Reduce -6.0% 6,610 $1.4M
Madden Advisory Services, Inc. 0.61% Add +0.6% 6,554 $1.4M
Runnymede Capital Advisors, Inc. 1.31% No change 6,526 $1.4M
CWA Asset Management Group, LLC 0.06% Reduce -1.2% 6,507 $1.4M
Cohen & Steers, Inc. 0.00% Reduce -69.0% 6,500 $1.4M
MKT Advisors LLC 0.56% Add +1.3% 6,459 $1.4M
First Business Financial Services, Inc. 0.13% Add +14.2% 6,451 $1.4M
Fort Point Capital Partners LLC 0.14% Add +0.1% 6,434 $1.4M
Crestwood Advisors Group, LLC 0.03% Reduce -0.5% 6,433 $1.4M
Purus Wealth Management, LLC 0.48% Reduce -1.0% 6,412 $1.4M
Great Valley Advisor Group, Inc. 0.03% Reduce -1.6% 6,356 $1.4M
Kanawha Capital Management LLC 0.10% Add +0.8% 6,354 $1.4M
Soltis Investment Advisors LLC 0.11% Reduce -75.4% 6,303 $1.4M
Tocqueville Asset Management L.P. 0.02% No change 6,300 $1.4M
Birchcreek Wealth Management, LLC 0.77% Add +17.2% 6,266 $1.4M
C2C Wealth Management, LLC 1.23% Reduce -1.0% 6,253 $1.4M
Two Sigma Securities, LLC 0.17% Reduce -38.6% 6,240 $1.4M
Signet Financial Management, LLC 0.17% Add +2.8% 6,209 $1.3M
Gallagher Fiduciary Advisors, LLC 0.05% Add +1.8% 6,205 $1.3M
Pines Wealth Management, LLC 0.48% Add +2.0% 6,094 $1.3M
James Investment Research, Inc. 0.16% No change 6,180 $1.3M
Synovus Financial Corp. 0.02% Reduce -3.9% 6,137 $1.3M
Exchange Capital Management, Inc. 0.20% Reduce -2.6% 6,130 $1.3M
Neuberger Berman Group LLC 0.00% Reduce -2.3% 6,106 $1.3M
Perennial Investment Advisors, LLC 0.13% Reduce -17.2% 6,071 $1.3M
CX Institutional 0.05% Reduce -34.5% 6,023 $1.3M
Shepherd Financial Partners LLC 0.14% Reduce -1.9% 6,019 $1.3M
Afg Fiduciary Services Limited Partnership 0.84% Reduce -4.1% 5,989 $1.3M
Roberts Wealth Advisors, LLC 0.38% Add +0.5% 6,006 $1.3M
Verus Capital Partners, LLC 0.12% Add +31.8% 6,004 $1.3M
Cinctive Capital Management LP 0.07% New 6,000 $1.3M
Sentinel Trust Co. Lba 0.14% No change 5,986 $1.3M
Prime Capital Investment Advisors, LLC 0.02% Reduce -18.5% 5,954 $1.3M
Belpointe Asset Management LLC 0.05% Reduce -17.0% 5,942 $1.3M
Citizens Financial Group Inc. 0.02% Reduce -3.8% 5,904 $1.3M
Wealthspire Advisors, LLC 0.01% Reduce -0.6% 5,899 $1.3M
First Wilshire Securities Management Inc. 0.34% No change 5,798 $1.3M
Country Trust Bank 0.03% Reduce -7.0% 5,699 $1.2M
Cabana LLC 7.08% New 5,676 $1.2M
Oak Family Advisors, LLC 0.44% Reduce -9.0% 5,632 $1.2M
Grassi Investment Management 0.10% Reduce -6.8% 5,580 $1.2M
Generali Investments, Management Co LLC 0.27% Add +2200.8% 5,568 $1.2M
Capitol Family Office, Inc. 1.54% Add +0.7% 5,431 $1.2M
Simplex Trading, LLC 0.03% Reduce -72.6% 5,409 $1.2M
Journey Advisory Group, LLC 0.09% Add +128.3% 5,339 $1.2M
NorthCoast Asset Management LLC 0.01% Add +11.7% 5,325 $1.2M
Maven Securities LTD 0.29% Reduce -89.0% 5,228 $1.1M
Quadcap Wealth Management, LLC 0.14% Reduce -0.2% 5,213 $1.1M
Parallel Advisors, LLC 0.02% Reduce -5.1% 5,199 $1.1M
Schnieders Capital Management LLC 0.20% New 5,171 $1.1M
Kingstone Capital Partners Texas, LLC 0.73% Reduce -2.2% 5,147 $1.1M
City Holding Co. 0.15% Reduce -1.5% 5,115 $1.1M
Pure Financial Advisors, LLC 0.02% Add +11.5% 5,110 $1.1M
Institute for Wealth Management, LLC. 0.12% Add +3.2% 5,059 $1.1M
Bailard, Inc. 0.03% Add +3.7% 5,000 $1.1M
Bristlecone Advisors, LLC 0.09% Reduce -18.4% 4,996 $1.1M
Mirador Capital Partners LP 0.17% Reduce -14.9% 4,946 $1.1M
Allworth Financial LP 0.01% Reduce -24.3% 4,940 $1.1M
Golden State Wealth Management, LLC 0.13% No change 4,911 $1.1M
Wellington Management Group LLP 0.00% Reduce -3.3% 4,886 $1.1M
Arete Wealth Advisors, LLC 0.08% Add +24.7% 4,873 $1.1M
VCI Wealth Management LLC 0.37% Add +9.2% 4,864 $1.1M
Ieq Capital, LLC 0.01% Reduce -68.6% 4,859 $1.1M
Mission Creek Capital Partners, Inc. 0.23% Add +0.6% 4,803 $1.0M
Ashton Thomas Securities, LLC 0.25% Add +3.0% 4,787 $1.0M
Rwa Wealth Partners, LLC 0.01% Reduce -0.1% 4,772 $1.0M
Perigon Wealth Management, LLC 0.02% Reduce -8.1% 4,745 $1.0M
Sherman Asset Management, Inc. 0.91% Add +128.4% 4,744 $1.0M
Rothschild Wealth LLC 0.25% Reduce -0.2% 4,724 $1.0M
Beacon Financial Advisory LLC 0.27% Reduce -17.2% 4,724 $1.0M
Cornerstone National Bank & Trust Co 0.44% Reduce -11.2% 4,714 $1.0M
United Capital Financial Advisors, LLC 0.01% Reduce -15.8% 4,702 $1.0M
Wealthcare Advisory Partners LLC 0.02% Add +46.6% 4,690 $1.0M
St. Johns Investment Management Company, LLC 0.47% Add +1.9% 4,686 $1.0M
Smith Salley Wealth Management 0.06% Add +38.6% 4,664 $1.0M
Calton & Associates, Inc. 0.17% Reduce -3.8% 4,648 $1.0M
SCS Capital Management LLC 0.01% Reduce -15.8% 4,613 $1.0M
Kagan Cocozza Asset Management 0.76% Reduce -0.3% 4,584 $996K
Live Oak Investment Partners 0.76% Add +6.4% 4,564 $992K
V2 Financial group LLC 0.60% Add +3.4% 4,550 $989K
Mendel Capital Management LLC 0.55% Reduce -8.9% 4,442 $965K
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -2.7% 4,418 $960K
Thomasville National Bank 0.06% No change 4,368 $949K
Koshinski Asset Management, Inc. 0.07% Reduce -54.5% 4,356 $947K
Gsa Capital Partners LLP 0.07% Add +40.3% 4,349 $945K
Ally Invest Advisors Inc. 0.07% Add +3.2% 4,307 $936K
Man Group plc 0.00% Reduce -35.3% 4,303 $935K
Childress Capital Advisors, LLC 0.24% Add +24.5% 4,300 $935K
Transamerica Financial Advisors, LLC 0.09% Reduce -50.8% 4,295 $933K
Level Four Advisory Services, LLC 0.03% Add +0.8% 4,285 $931K
Bradley Foster & Sargent Inc. 0.01% Reduce -5.6% 4,241 $922K
Scotia Capital Inc. 0.00% Add +1.2% 4,238 $921K
J Hagan Capital, Inc. 0.62% New 4,096 $914K
Silver Oak Securities, Incorporated 0.08% Reduce -6.0% 4,195 $912K
Alpha Wealth Funds, LLC 0.85% Reduce -12.1% 4,181 $909K
Private Wealth Advisors, LLC 0.36% Reduce -24.5% 4,178 $908K
Schrum Private Wealth Management LLC 0.73% No change 4,172 $907K
E&G Advisors, LLC 0.23% Add +3.8% 4,135 $899K
Personal Cfo Solutions, LLC 0.17% New 4,118 $895K
Harbor Investment Advisory, LLC 0.08% Reduce -1.7% 4,093 $890K
Axxcess Wealth Management, LLC 0.02% New 4,077 $886K
Moulton Wealth Management, Inc. 0.67% New 3,990 $883K
Financial & Tax Architects, LLC 0.21% Add +3.0% 4,051 $880K
Williams Jones Wealth Management, LLC. 0.01% No change 4,035 $877K
Vishria Bird Financial Group, LLC 0.29% No change 4,030 $876K
SVB Wealth LLC 0.05% Reduce -7.5% 3,971 $863K
Integrity Alliance, Llc. 0.05% Reduce -14.5% 3,956 $860K
Cassaday & Co Wealth Management LLC 0.02% Add +2.8% 3,951 $859K
Keystone Wealth Services, LLC 0.21% New 3,939 $856K
Fulcrum Equity Management 0.87% Reduce -52.4% 3,901 $848K
Clare Market Investments LLC 0.19% Add +28.7% 3,872 $842K
Vista Investment Management 0.31% No change 3,869 $841K
Ausdal Financial Partners, Inc. 0.06% Add +20.2% 3,922 $840K
First Foundation Advisors 0.03% Add +17.5% 3,864 $840K
Archford Capital Strategies, LLC 0.11% Reduce -0.2% 3,863 $839K
Ingalls & Snyder LLC 0.03% Reduce -35.0% 3,836 $834K
KDK Private Wealth Management, LLC 0.89% Reduce -3.2% 3,812 $828K
Vontobel Holding Ltd. 0.00% Reduce -50.7% 3,766 $818K
Luminist Capital LLC 0.80% Add +835.8% 3,687 $805K
OneDigital Investment Advisors LLC 0.01% Reduce -6.0% 3,696 $803K
Phillips Wealth Planners LLC 0.72% Add +3.5% 3,662 $797K
Gladstone Institutional Advisory LLC 0.03% Add +10.9% 3,666 $797K
Founders Financial Alliance, LLC 0.18% Reduce -0.2% 3,650 $793K
Providence First Trust Co 0.28% Reduce -11.8% 3,648 $793K
Integral Investment Advisors, Inc. 0.23% Reduce -2.5% 3,634 $790K
Legacy Private Trust Co. 0.05% Add +126.3% 3,619 $787K
Occidental Asset Management, LLC 0.11% Add +61.0% 3,594 $781K
Advyzon Investment Management, LLC 0.17% Add +9.7% 3,571 $776K
Capital Analysts, LLC 0.03% Reduce -0.6% 3,548 $771K
Savant Capital, LLC 0.01% Add +30.1% 3,535 $768K
Greenleaf Trust 0.01% Reduce -1.0% 3,522 $765K
Oxler Private Wealth LLC 0.24% Reduce -5.5% 3,518 $765K
Jane Street Group, LLC 0.00% Reduce -97.4% 3,517 $764K
McHugh Group, LLC 0.51% No change 3,475 $755K
Exencial Wealth Advisors, LLC 0.03% Reduce -0.1% 3,473 $755K
Financial Engines Advisors L.L.C. 0.00% New 3,441 $748K
Rockingstone Advisors LLC 0.39% Reduce -19.3% 3,439 $747K
Stratos Wealth Advisors, LLC 0.04% Reduce -20.6% 3,430 $746K
Bryn Mawr Trust Advisors, LLC 0.04% Reduce -49.7% 3,387 $736K
Lionsbridge Wealth Management LLC 0.73% Reduce -1.6% 3,354 $729K
First National Trust Co 0.03% Reduce -3.9% 3,352 $728K
Athena Investment Management 0.41% New 3,350 $728K
Kwmg, LLC 0.07% Reduce -12.3% 3,341 $726K
First Citizens Financial Corp 0.40% New 3,339 $726K
Nixon Peabody Trust Co. 0.06% Add +3.2% 3,302 $718K
CENTRAL TRUST Co 0.02% Reduce -10.1% 3,287 $714K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -13.1% 3,237 $703K
Apexium Financial, LP 0.04% Add +1.0% 3,237 $703K
Rehmann Capital Advisory Group 0.04% Add +66.9% 3,221 $700K
Capital Wealth Alliance, LLC 0.38% Add +10.7% 3,220 $700K
KPP Advisory Services LLC 0.12% No change 3,214 $698K
Clarius Group, LLC 0.04% No change 3,188 $693K
Regal Investment Advisors LLC 0.05% Reduce -42.4% 3,187 $693K
Rational Advisors, Inc. 0.07% Reduce -4.4% 3,175 $690K
Acorn Financial Advisory Services Inc. 0.11% Add +24.7% 3,172 $689K
Verition Fund Management LLC 0.00% No change 3,150 $685K
Fenimore Asset Management Inc 0.01% No change 3,138 $682K
Arrow Financial Corp 0.07% No change 3,105 $675K
Watts Gwilliam & Co., LLC 0.11% Reduce -9.4% 2,801 $674K
Insight Advisors, LLC/ PA 0.11% Reduce -0.1% 3,091 $672K
Quantessence Capital LLC 0.20% New 3,073 $668K
Kraft, Davis & Associates, LLC 0.18% New 2,942 $666K
Apollon Financial, LLC 0.14% Reduce -0.1% 3,055 $664K
Fiduciary Trust Co 0.01% Reduce -11.5% 3,020 $656K
tru Independence LLC 0.19% Add +0.2% 3,018 $656K
China Universal Asset Management Co., Ltd. 0.06% No change 3,015 $655K
Capstone Wealth Management Group LLC 0.48% Reduce -7.1% 3,008 $654K
Dumont & Blake Investment Advisors LLC 0.17% No change 3,005 $653K
WT Wealth Management 0.19% Reduce -17.6% 2,976 $647K
Roman Butler Fullerton & Co. 0.19% Add +153.1% 2,875 $646K
SIH Partners, LLLP 0.06% Add +19.1% 2,947 $640K
Twin Tree Management, LP 0.02% New 2,946 $640K
Partners Wealth Management, LLC 0.73% Reduce -0.4% 3,200 $639K
Davies Financial Advisors, Inc. 0.49% Reduce -40.4% 2,917 $634K
Empirical Asset Management, LLC 0.20% Add +1.8% 2,902 $631K
Capital Advisors, Ltd. LLC 0.08% No change 2,901 $630K
Circle Wealth Management, LLC 0.01% Add +80.3% 2,898 $630K
International Assets Investment Management, LLC 0.05% Reduce -51.1% 2,896 $629K
Keel Point, LLC 0.04% Reduce -1.0% 2,886 $627K
GWN Securities Inc. 0.12% Reduce -62.8% 2,854 $625K
Thompson Davis & Co., Inc. 0.42% Reduce -11.9% 2,854 $620K
Rollins Financial Advisors, LLC 0.10% Add +0.0% 2,842 $618K
McAdam, LLC 0.03% Add +4.6% 2,841 $617K
Lynch & Associates 0.12% Add +0.8% 2,834 $616K
Palumbo Wealth Management LLC 0.19% Reduce -1.4% 2,818 $613K
Signature Estate & Investment Advisors LLC 0.01% Reduce -69.0% 2,805 $610K
Coppell Advisory Solutions LLC 0.07% New 2,763 $604K
Richard W. Paul & Associates, LLC 0.22% Reduce -1.6% 2,777 $604K
FineMark National Bank & Trust 0.02% Add +38.5% 2,776 $603K
Prostatis Group LLC 0.17% Reduce -3.2% 2,775 $603K
Milestone Asset Management, LLC 0.13% Reduce -28.8% 2,771 $602K
Baldwin Wealth Partners LLC 0.04% No change 2,770 $602K
Pinnacle Financial Partners Inc 0.01% New 2,764 $601K
Promus Capital, LLC 0.39% Add +712.7% 2,755 $599K
Mma Asset Management LLC 0.23% Reduce -5.1% 2,752 $598K
Sage Capital Management, LLC 0.29% Add +0.2% 2,747 $597K
Burns J W & Co. Inc. 0.07% Reduce -3.7% 2,740 $595K
Mgo One Seven LLC 0.02% Reduce -34.0% 2,725 $592K
Contravisory Investment Management, Inc. 0.12% Reduce -26.9% 2,724 $592K
Soundwatch Capital LLC 0.10% New 1,055 $591K
Whitener Capital Management, Inc. 0.16% Add +7.9% 2,718 $591K
Councilmark Asset Management, LLC 0.37% No change 2,700 $587K
Yukon Wealth Management, Inc. 0.21% Add +0.2% 2,689 $584K
Iron Gate Global Advisors LLC 0.06% Add +64.6% 2,675 $581K
M.E. Allison & Co., Inc. 0.47% Add +1.9% 2,672 $581K
CHICAGO TRUST Co NA 0.08% Reduce -1.7% 2,668 $580K
Harvest Investment Services, LLC 0.13% Add +3.7% 2,663 $579K
Tempus Wealth Planning, LLC 0.14% Reduce -5.0% 2,639 $573K
Burford Brothers, Inc. 0.26% Reduce -8.1% 2,628 $571K
Destiny Wealth Partners, LLC 0.08% No change 2,602 $565K
First United Bank & Trust 0.20% Reduce -0.8% 2,600 $565K
Meridian Wealth Advisors, LLC 0.09% No change 2,600 $565K
Clearstead Advisors, LLC 0.01% Add +201.5% 2,545 $553K
Stock Yards Bank & Trust Co. 0.02% Add +32.9% 2,543 $553K
Optas, LLC 0.10% No change 2,522 $548K
Fourpath Capital Management, LLC 0.09% Add +10.5% 2,514 $546K
Fiduciary Alliance LLC 0.04% New 2,509 $545K
Insigneo Advisory Services, LLC 0.05% Add +9.9% 2,509 $545K
Coldstream Capital Management Inc. 0.01% Add +6.7% 2,455 $534K
Joseph P. Lucia & Associates, LLC 0.22% Reduce -9.0% 2,453 $533K
Argent Trust Co 0.02% No change 2,450 $532K
Whalerock Point Partners, LLC 0.12% No change 2,444 $531K
Chemistry Wealth Management LLC 0.11% Add +3.4% 2,435 $529K
Kathmere Capital Management, LLC 0.04% Reduce -1.2% 2,404 $522K
First Citizens Bank & Trust Co. 0.01% Add +8.1% 2,392 $520K
Wedmont Private Capital 0.02% Add +1.7% 2,369 $519K
Rockland Trust Co. 0.03% Reduce -62.6% 2,383 $518K
NWF Advisory Services Inc. 0.06% Add +14.1% 2,363 $513K
Ranch Capital Advisors Inc. 0.22% Add +6.8% 2,333 $507K
Allie Family Office LLC 0.25% New 2,320 $504K
Wealthgarden F.S. LLC 0.42% Reduce -44.2% 2,274 $503K
Russell Investments Group, Ltd. 0.00% Add +39.3% 2,309 $502K
Chilton Capital Management LLC 0.02% Reduce -1.6% 2,306 $501K
Delta Capital Management LLC 0.28% No change 2,300 $500K
Blue Chip Partners, LLC 0.04% Reduce -7.0% 2,299 $500K
Stonebrook Private Inc. 0.12% Reduce -21.0% 2,294 $499K
Moors & Cabot, Inc. 0.02% Reduce -3.1% 2,284 $496K
Allen Investment Management, LLC 0.01% No change 2,278 $495K
Sovran Advisors, LLC 0.05% Reduce -49.1% 2,269 $494K
QRG Capital Management, Inc. 0.00% Reduce -30.4% 2,261 $491K
Pitcairn Co. 0.03% No change 2,260 $491K
Mill Creek Capital Advisors, LLC 0.01% No change 2,258 $491K
Financial Consulate, Inc. 0.10% New 2,252 $489K
L.M. Kohn & Company 0.13% Reduce -5.3% 2,247 $488K
Campion Asset Management 0.37% Reduce -0.0% 2,245 $488K
Florida Financial Advisors, LLC 0.12% Add +33.2% 2,230 $485K
Westside Investment Management, Inc. 0.09% Add +23.9% 2,226 $485K
Private Trust Co. NA 0.05% Reduce -12.4% 2,224 $483K
Signature Wealth Management Partners, LLC 0.28% Reduce -8.3% 2,223 $483K
Ascent Group, LLC 0.02% Reduce -4.8% 2,218 $482K
Pacific Sun Financial Corp 0.25% Reduce -0.9% 2,206 $479K
Centaurus Financial, Inc. 0.03% Reduce -29.6% 2,197 $477K
Astra Wealth Partners LLC 0.38% Add +24.8% 2,194 $477K
Eastern Bank 0.01% Reduce -10.2% 2,192 $476K
King Luther Capital Management Corp. 0.00% Reduce -0.3% 2,181 $474K
Main Street Financial Solutions, LLC 0.03% Reduce -1.9% 2,181 $474K
SteelPeak Wealth, LLC 0.02% Reduce -29.8% 2,180 $474K
CenterStar Asset Management, LLC 0.58% New 2,173 $473K
Swmg, LLC 0.16% Add +15.1% 2,084 $471K
Noesis Capital Mangement Corp. 0.08% Reduce -1.4% 2,158 $469K
Nadler Financial Group, Inc. 0.05% Reduce -12.2% 2,153 $468K
Goelzer Investment Management, Inc. 0.03% Reduce -12.5% 2,142 $466K
Johnson Financial Group, Inc. 0.02% Add +5.3% 2,130 $463K
Farther Finance Advisors, LLC 0.01% Add +9.2% 2,088 $454K
Choate Investment Advisors 0.01% No change 2,085 $453K
EPG Wealth Management LLC 0.14% Reduce -36.9% 2,078 $452K
Sage Capital Advisors,llc 0.11% Reduce -3.5% 2,068 $449K
Bragg Financial Advisors, Inc 0.02% Reduce -1.0% 2,052 $446K
Brookwood Investment Group LLC 0.07% Add +22.3% 2,051 $446K
MRWM Advisors, LLC 0.28% No change 2,035 $442K
Consolidated Portfolio Review Corp 0.06% Reduce -0.4% 2,030 $441K
IFC Advisors LLC 0.08% No change 2,028 $441K
Lake Street Private Wealth, LLC 0.06% Add +0.1% 2,021 $439K
Fearless Solutions, LLC dba Best Invest 0.31% New 2,017 $438K
Wealth Architects, LLC 0.04% No change 2,014 $438K
Strategic Family Wealth Counselors, L.L.C. 0.12% No change 2,000 $435K
Dearborn Partners LLC 0.02% No change 1,989 $432K
Avantax Planning Partners, Inc. 0.01% No change 1,989 $432K
Galvin, Gaustad & Stein, LLC 0.04% Add +0.1% 1,980 $430K
Redhawk Wealth Advisors, Inc. 0.05% Reduce -2.3% 1,974 $429K
Mullooly Asset Management, Inc. 0.18% Reduce -13.7% 1,974 $429K
Gallacher Capital Management LLC 0.20% New 1,971 $428K
SeaCrest Wealth Management, LLC 0.05% Reduce -0.1% 1,968 $428K
Tyche Wealth Partners LLC 0.09% Reduce -2.2% 1,956 $425K
Fagan Associates, Inc. 0.07% Reduce -3.7% 1,955 $425K
Legacy Financial Strategies, LLC 0.08% No change 1,950 $424K
Stratos Investment Management, LLC 0.02% Add +1.5% 1,945 $423K
Tiller Private Wealth, Inc. 0.16% Add +5.2% 1,919 $418K
Journey Strategic Wealth LLC 0.01% Add +7.2% 1,911 $415K
Bensler, LLC 0.05% No change 1,910 $415K
Alpine Woods Capital Investors, LLC 0.10% No change 1,900 $413K
Secure Asset Management, LLC 0.08% Reduce -0.6% 1,900 $413K
Frisch Financial Group, Inc. 0.10% Add +0.1% 1,895 $412K
USA Financial Formulas 0.07% Add +15.9% 1,892 $411K
Elevatus Welath Management 0.14% No change 1,873 $407K
Arista Wealth Management, LLC 0.06% No change 1,870 $406K
Trust Point Inc. 0.04% Reduce -2.4% 1,870 $406K
Jackson Hole Capital Partners, LLC 0.07% Add +2.6% 1,867 $406K
Berger Financial Group, Inc 0.03% No change 1,854 $403K
UNIVEST FINANCIAL Corp 0.02% Reduce -57.7% 1,852 $402K
JNBA Financial Advisors 0.04% Reduce -0.9% 1,851 $402K
Venture Visionary Partners LLC 0.02% Add +10.4% 1,849 $402K
Total Wealth Planning & Management, Inc. 0.35% New 1,848 $402K
LVM Capital Management Ltd. 0.04% No change 1,843 $401K
Charter Oak Capital Management, LLC 0.03% No change 1,815 $394K
Brown Brothers Harriman & Co. 0.00% Reduce -4.8% 1,811 $394K
Apollon Wealth Management, LLC 0.01% Add +12.1% 1,810 $393K
Flputnam Investment Management Co. 0.01% Add +5.2% 1,806 $392K
Penobscot Wealth Management 0.14% Add +30.5% 1,779 $387K
Fielder Capital Group LLC 0.10% No change 1,769 $384K
Wealthstar Advisors, LLC 0.14% Reduce -8.7% 1,767 $384K
Private Wealth Partners, LLC 0.03% No change 1,754 $381K
Flywheel Private Wealth LLC 0.31% Reduce -16.4% 1,753 $381K
Quantitative Investment Management, LLC 0.05% Reduce -99.2% 1,757 $381K
Aptus Capital Advisors, LLC 0.00% Reduce -43.7% 1,742 $379K
Autumn Glory Partners, LLC 0.18% Reduce -2.8% 1,724 $375K
Visionary Wealth Advisors 0.02% Add +7.5% 1,722 $374K
Bokf, NA 0.01% Reduce -19.9% 1,717 $373K
Seven Springs Wealth Group, LLC 0.09% No change 1,708 $371K
SkyOak Wealth, LLC 0.07% No change 1,699 $369K
Iyo Bank, Ltd. 0.15% Reduce -66.6% 1,693 $368K
Spartan Planning & Wealth Management 0.31% New 1,688 $367K
NorthRock Partners, LLC 0.01% No change 1,683 $366K
Everett Harris & Co. 0.00% Reduce -11.8% 1,676 $364K
Mattern Wealth Management LLC 0.07% Reduce -28.2% 1,658 $360K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 1,657 $360K
Waterloo Capital, L.P. 0.03% New 1,648 $358K
HF Advisory Group, LLC 0.14% Add +11.1% 1,643 $357K
Olistico Wealth, LLC 0.20% No change 1,640 $356K
STAR Financial Bank 0.23% Reduce -14.6% 1,633 $355K
Sharkey, Howes & Javer 0.05% No change 1,630 $354K
Halbert Hargrove Global Advisors, LLC 0.02% Add +0.2% 1,626 $353K
Huntleigh Advisors, Inc. 0.07% Reduce -1.4% 1,626 $353K
Capstone Investment Advisors, LLC 0.00% New 1,623 $353K
Legacy Capital Group California, Inc. 0.10% Add +3.3% 1,620 $352K
Community Bank, N.A. 0.05% Reduce -3.6% 1,617 $351K
Talisman Wealth Advisors LLC 0.32% Reduce -4.0% 1,610 $350K
TD Private Client Wealth LLC 0.01% Add +3.6% 1,598 $347K
1900 Wealth Management LLC 0.03% Add +0.2% 1,595 $347K
Rothschild Capital Partners, LLC 0.09% Reduce -97.5% 1,584 $344K
Keystone Financial Group 0.03% Reduce -0.9% 1,583 $344K
Bay Rivers Group 0.16% Reduce -6.0% 1,581 $344K
Heartwood Wealth Advisors LLC 0.04% Reduce -0.3% 1,571 $341K
RMR Wealth Builders 0.03% Reduce -7.2% 1,566 $340K
Jefferies Financial Group Inc. 0.01% Reduce -23.4% 1,566 $340K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -90.8% 1,561 $340K
Parsons Capital Management Inc. 0.02% Reduce -6.6% 1,558 $339K
Leeward Financial Partners, LLC 0.11% New 1,550 $337K
Glen Eagle Advisors, LLC 0.05% No change 1,547 $336K
Mitchell McLeod Pugh & Williams Inc. 0.06% Reduce -7.7% 1,538 $334K
Thoroughbred Financial Services, LLC 0.02% Reduce -10.4% 1,533 $333K
May Hill Capital, LLC 0.11% New 1,531 $333K
Antonelli Financial Advisors, LLC 0.24% No change 1,525 $331K
Sagespring Wealth Partners, LLC 0.01% Reduce -6.4% 1,519 $330K
Latitude Advisors, LLC 0.17% New 1,512 $329K
Modera Wealth Management, LLC 0.00% Add +2.2% 1,512 $329K
Consolidated Capital Management, LLC 0.12% Add +0.2% 1,510 $328K
One Capital Management, LLC 0.01% Add +3.1% 1,507 $328K
First Financial Bank - Trust Division 0.03% New 1,506 $327K
Elm Partners Management LLC 0.02% Reduce -22.3% 1,506 $327K
PFG Investments, LLC 0.02% Reduce -23.1% 1,489 $324K
Performance Wealth Partners, LLC 0.01% No change 1,487 $323K
Inscription Capital, LLC 0.05% Reduce -22.2% 1,487 $323K
Haverford Trust Co 0.00% Reduce -11.6% 1,486 $323K
Ritholtz Wealth Management 0.01% Add +36.6% 1,481 $322K
SYM FINANCIAL Corp 0.04% No change 1,479 $321K
Resolute Wealth Strategies, LLC 0.17% Add +0.1% 1,478 $321K
Graves Light Lenhart Wealth, Inc. 0.04% No change 1,475 $320K
James J. Burns & Company, LLC 0.05% Add +15.7% 1,474 $320K
MPS Loria Financial Planners, LLC 0.09% Add +0.1% 1,474 $320K
Aries Wealth Management 0.08% Reduce -0.8% 1,465 $318K
XTX Topco Ltd 0.01% Reduce -49.6% 1,461 $318K
Howland Capital Management LLC 0.01% Reduce -12.8% 1,458 $317K
American State Bank (Iowa) 0.18% No change 1,458 $317K
Peoples Bank 0.21% Reduce -0.7% 1,456 $316K
Tsfg, LLC 0.06% Reduce -29.5% 1,454 $316K
Principal Securities, Inc. 0.01% Add +20.9% 1,444 $314K
Luts & Greenleigh Group, Inc. 0.30% No change 1,431 $311K
DF Dent & Co. Inc. 0.00% No change 1,431 $311K
Fifth Third Securities, Inc. 0.02% Reduce -8.5% 1,415 $308K
Chicago Partners Investment Group LLC 0.01% New 1,352 $306K
Smith, Moore & Co. 0.03% Reduce -6.4% 1,409 $306K
Arlington Capital Management, Inc. 0.27% Reduce -1.8% 1,406 $306K
Wetzel Investment Advisors, Inc. 0.14% Reduce -0.8% 1,403 $305K
Manhattan West Asset Management, LLC 0.07% Reduce -38.5% 1,403 $305K
Empower Advisory Group, LLC 0.00% Add +0.9% 1,397 $304K
River Wealth Advisors LLC 0.04% No change 1,391 $302K
Icon Wealth Advisors, LLC 0.02% No change 1,390 $302K
Caldwell Sutter Capital, Inc. 0.14% Reduce -0.1% 1,387 $301K
BIP Wealth, LLC 0.02% Reduce -6.7% 1,387 $301K
Summit X, LLC 0.06% Reduce -0.6% 1,386 $301K
Moloney Securities Asset Management, LLC 0.04% No change 1,379 $300K
LBMC Investment Advisors, LLC 0.02% No change 1,366 $297K
Horizon Wealth Management, LLC 0.05% Reduce -10.3% 1,365 $297K
Truvestments Capital LLC 0.06% Reduce -3.9% 1,364 $296K
Mission Wealth Management, LP 0.01% Add +6.5% 1,355 $294K
Balboa Wealth Partners 0.06% Reduce -7.8% 1,353 $294K
Capital Square, LLC 0.16% Add +15.1% 1,327 $294K
Arlington Trust Co LLC 0.06% No change 1,342 $292K
Modern Wealth Management, LLC 0.01% Add +9.8% 1,337 $291K
Compound Planning, Inc. 0.01% Reduce -30.0% 1,337 $291K
Pension & Wealth Management Advisors, Inc. 0.10% No change 1,335 $290K
Centennial Bank 0.12% Add +461.6% 1,331 $289K
United Advisor Group, LLC 0.05% Reduce -52.1% 1,326 $288K
Blue Trust, Inc. 0.00% Add +454.4% 1,325 $288K
Midland Wealth Advisors, LLC 0.02% No change 1,325 $288K
Stanich Group LLC 0.26% No change 1,295 $288K
Hopwood Financial Services, Inc. 0.22% No change 1,320 $287K
Broadleaf Partners, LLC 0.06% No change 1,316 $286K
Sebold Capital Management, Inc. 0.18% Add +13.4% 1,314 $286K
Diligent Investors, LLC 0.07% No change 1,307 $284K
Foster Victor Wealth Advisors, LLC 0.02% Add +14.2% 1,296 $284K
LFA - Lugano Financial Advisors SA 0.17% No change 1,300 $283K
Hurlow Wealth Management Group, Inc. 0.08% No change 1,295 $281K
KWB Wealth 0.03% Reduce -34.6% 1,424 $281K
CMH Wealth Management LLC 0.07% New 1,290 $280K
Tidal Investments LLC 0.00% Add +5.2% 1,289 $280K
Great Lakes Advisors, LLC 0.00% Reduce -22.3% 1,286 $279K
Albion Financial Group 0.02% No change 1,281 $278K
Sierra Capital LLC 0.03% No change 1,281 $278K
Parisi Gray Wealth Management 0.08% Add +0.2% 1,276 $277K
Severin Investments, LLC 0.26% Add +2.5% 1,271 $276K
American National Bank & Trust 0.03% Add +9.6% 1,261 $274K
Midwest Financial Group LLC 0.14% Add +0.2% 1,261 $274K
Plante Moran Financial Advisors, LLC 0.02% Reduce -10.4% 1,257 $273K
Element Wealth, LLC 0.13% No change 1,256 $273K
Titleist Asset Management, LLC 0.03% New 1,256 $273K
Ironwood Financial, llc 0.06% No change 1,379 $272K
Farmers National Bank 0.07% Reduce -9.6% 1,249 $271K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -15.0% 1,249 $271K
Silverlake Wealth Management LLC 0.08% Reduce -58.5% 1,248 $271K
San Luis Wealth Advisors LLC 0.06% Reduce -9.8% 1,247 $271K
Omnitrust Wealth Management, Inc 0.32% — 2,288 $268K
Ascentis Independent Advisors 0.05% Reduce -1.7% 1,234 $268K
Moss Adams Wealth Advisors LLC 0.02% No change 1,230 $267K
Silvercrest Asset Management Group LLC 0.00% Reduce -20.3% 1,217 $264K
WP Advisors, LLC 0.07% New 1,216 $264K
Ballentine Partners, LLC 0.00% No change 1,213 $264K
Acorn Creek Capital LLC 0.11% No change 1,213 $264K
Sterling Investment Management, LLC 0.17% Reduce -4.4% 1,210 $263K
NFSG Corp 0.04% Reduce -23.5% 1,207 $262K
Manchester Capital Management LLC 0.03% No change 1,206 $262K
Obsidian Cio, LLC 0.04% Reduce -11.6% 1,200 $261K
Trifecta Capital Advisors, LLC 0.04% No change 1,200 $261K
Northstar Financial Companies, Inc. 0.27% Reduce -19.4% 1,194 $259K
Elevated Capital Advisors, LLC 0.07% No change 1,314 $259K
Naples Global Advisors, LLC 0.02% No change 1,177 $256K
MWA Asset Management 0.16% Add +1.7% 1,173 $255K
Byrne Asset Management LLC 0.20% Add +15.8% 1,170 $254K
Gradient Investments LLC 0.00% Add +11.8% 1,170 $254K
SS&H Financial Advisors, Inc. 0.08% Reduce -33.3% 1,167 $254K
Worth Asset Management, LLC 0.13% New 1,167 $254K
Independent Advisor Alliance 0.01% Reduce -48.8% 1,166 $253K
Debussy Capital Management LP 0.04% Reduce -5.3% 1,165 $253K
Texas Yale Capital Corp. 0.01% No change 1,161 $252K
Beaumont Financial Advisors, LLC 0.02% Reduce -87.9% 1,160 $252K
One Day In July LLC 0.02% No change 1,158 $252K
180 Wealth Advisors, LLC 0.04% New 1,152 $250K
Brighton Jones LLC 0.01% Reduce -28.5% 1,142 $248K
Vaughan David Investments LLC 0.01% New 1,134 $246K
Annex Advisory Services, LLC 0.01% Add +8.6% 1,129 $245K
OneAscent Family Office, LLC 0.23% Reduce -34.1% 1,128 $245K
Alteri Wealth LLC 0.10% Reduce -17.4% 1,127 $245K
AllSquare Wealth Management LLC 0.14% No change 1,127 $245K
Straight Path Wealth Management 0.08% Add +0.2% 1,116 $243K
SilverOak Wealth Management LLC 0.05% New 1,109 $241K
Sunbelt Securities, Inc. 0.02% Reduce -5.9% 1,072 $240K
T. Rowe Price Associates Inc. 0.00% No change 1,100 $240K
Jaffetilchin Investment Partners, LLC 0.02% Add +0.2% 1,103 $240K
SOL Capital Management CO 0.02% No change 1,100 $239K
Financial Advocates Investment Management 0.02% Reduce -5.5% 1,099 $239K
Nikulski Financial, Inc. 0.07% New 1,098 $239K
BBR Partners, LLC 0.01% No change 1,098 $239K
Principle Wealth Partners LLC 0.01% New 1,095 $238K
Harmony Asset Management LLC 0.09% New 1,093 $238K
Promethium Advisors,llc 0.14% No change 1,090 $237K
Key Client Fiduciary Advisors, LLC 0.10% Reduce -0.6% 1,084 $236K
Ameriflex Group, Inc. 0.12% Add +48.4% 1,094 $235K
Floyd Financial Group LLC 0.22% New 1,061 $235K
GC Wealth Management RIA, LLC 0.02% New 1,077 $234K
Lodestar Private Asset Management LLC 0.03% Reduce -5.0% 1,075 $234K
Cullen Capital Management, LLC 0.00% Reduce -57.3% 1,074 $233K
HBK Sorce Advisory LLC 0.01% Reduce -31.8% 1,074 $233K
Kaizen Financial Strategies 0.12% Add +0.1% 1,070 $233K
Deutsche Bank AG 0.00% Reduce -2.3% 1,062 $231K
Confluence Wealth Services, Inc. 0.01% New 1,060 $230K
Clear Creek Financial Management, LLC 0.02% Reduce -10.1% 1,046 $227K
Kickstand Ventures, Llc. 0.05% New 1,040 $226K
Stonehaven Wealth & Tax Solutions, LLC 0.22% Reduce -0.2% 1,039 $226K
McElhenny Sheffield Capital Management, LLC 0.06% No change 1,037 $225K
Ipsen Advisor Group LLC 0.17% Add +0.2% 1,031 $224K
Axim Planning & Wealth 0.20% New 1,028 $223K
Flagstar Securities, Inc. 0.06% Reduce -9.8% 1,028 $223K
Waldron Private Wealth LLC 0.01% Add +1.2% 1,027 $223K
Raffa Wealth Management, LLC 0.04% Reduce -6.1% 1,021 $222K
F/m Investments LLC 0.01% New 1,021 $222K
Three Bridge Wealth Advisors, LLC 0.06% No change 1,020 $222K
Independence Bank of Kentucky 0.03% No change 1,017 $221K
Resolute Wealth Advisor, Inc. 0.13% — 2,027 $221K
SouthState Bank Corp 0.01% Add +0.5% 1,015 $221K
LaSalle St. Investment Advisors, LLC 0.06% No change 1,014 $220K
OneAscent Financial Services LLC 0.02% Reduce -26.8% 1,010 $220K
Sender Co & Partners, Inc. 0.06% New 1,012 $220K
RDA Financial Network 0.06% Reduce -27.9% 1,009 $219K
Good Life Advisors, LLC 0.01% New 1,008 $219K
Magnolia Private Wealth, LLC 0.17% New 1,007 $219K
Trust Co. of Vermont 0.01% No change 1,005 $218K
Y.D. More Investments Ltd 0.02% Add +53.0% 1,011 $218K
ZWJ Investment Counsel Inc. 0.01% New 1,004 $218K
Franklin Resources Inc. 0.00% Add +17.3% 1,002 $218K
EverSource Wealth Advisors, LLC 0.01% Reduce -37.9% 1,001 $218K
Obermeyer Wealth Partners 0.01% New 1,000 $217K
Westbourne Investments, Inc. 0.12% New 999 $217K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% New 998 $217K
Fjell Capital, LLC 0.20% New 997 $217K
Cornerstone Wealth Management, LLC 0.01% Reduce -4.6% 994 $216K
Peoples Financial Services Corp. 0.11% Reduce -28.8% 989 $215K
Gryphon Financial Partners LLC 0.03% New 986 $214K
Braun Stacey Associates Inc. 0.01% New 982 $213K
Peak Financial Management, Inc. 0.06% New 981 $213K
Marco Investment Management LLC 0.02% New 981 $213K
National Bank of Canada 0.00% Add +1.9% 977 $212K
Fulton Bank, N.A. 0.01% New 976 $212K
Vigilare Wealth Management 0.08% New 970 $211K
Oakworth Capital, Inc. 0.01% Reduce -3.3% 965 $210K
Castle Rock Wealth Management, LLC 0.05% New 936 $210K
Williams & Novak, LLC 0.18% New 964 $210K
Avalon Capital Management 0.06% New 960 $209K
Joel Isaacson & Co., LLC 0.01% New 959 $208K
Bedell Frazier Investment Counselling, LLC 0.05% New 958 $208K
Bedel Financial Consulting, Inc. 0.03% New 956 $208K
FSM Wealth Advisors, LLC 0.03% New 948 $207K
Zacks Investment Management 0.00% Reduce -38.3% 947 $206K
Claro Advisors Inc. 0.03% Reduce -81.9% 947 $206K
Carret Asset Management, LLC 0.02% New 944 $205K
Insight Wealth Strategies, LLC 0.03% Reduce -97.7% 940 $205K
Continuum Advisory, LLC 0.02% Reduce -33.7% 937 $204K
Curi Capital, LLC 0.00% New 935 $203K
SFG Wealth Management, LLC. 0.12% New 934 $203K
Sound View Wealth Advisors Group, LLC 0.01% New 930 $202K
Mezzasalma Advisors, LLC 0.06% New 928 $202K
VestGen Advisors, LLC 0.01% New 924 $201K
Avestar Capital, LLC 0.01% New 921 $200K
Flagship Wealth Advisors, LLC 0.08% No change 921 $200K
TD Waterhouse Canada Inc. 0.00% Add +5.9% 910 $199K
Tradewinds Capital Management, LLC 0.05% Reduce -99.3% 912 $198K
Caldwell Trust Co 0.02% No change 901 $196K
Archer Investment Corp 0.05% No change 899 $195K
SBI Securities Co., Ltd. 0.01% Add +1.3% 888 $193K
Federation des caisses Desjardins du Quebec 0.00% Reduce -93.9% 885 $192K
Hazlett, Burt & Watson, Inc. 0.08% Reduce -2.8% 885 $192K
GAMMA Investing LLC 0.01% Add +33.9% 869 $189K
Solstein Capital, LLC 0.10% No change 861 $187K
Valley Wealth Managers, Inc. 0.01% Reduce -6.7% 810 $176K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -41.2% 800 $174K
MGB Wealth Management, LLC 0.06% Reduce -3.3% 783 $170K
Farmers & Merchants Investments Inc. 0.00% No change 736 $160K
Legend Financial Advisors, Inc. 0.10% New 716 $156K
Crewe Advisors LLC 0.02% No change 710 $154K
Private Wealth Asset Management, LLC 0.02% Add +132.8% 710 $154K
Optimum Investment Advisors 0.07% No change 700 $152K
Lowe Brockenbrough & Co. Inc. 0.01% Reduce -64.4% 690 $150K
Angeles Wealth Management, LLC 0.01% Add +121.7% 665 $145K
Key Financial Inc 0.03% Add +45.3% 658 $143K
Cranbrook Wealth Management, LLC 0.03% No change 650 $141K
Cordgrass Capital Advisors, LLC 0.04% Add +3881.3% 637 $138K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -47.7% 637 $138K
Quaker Wealth Management, LLC 0.05% — 628 $136K
Goodman Advisory Group, LLC 0.05% Reduce -14.9% 616 $134K
South Plains Financial, Inc. 0.09% No change 610 $133K
Valley National Advisers Inc. 0.02% Reduce -12.3% 593 $128K
Nemes Rush Group LLC 0.01% Add +33.2% 586 $127K
Murphy & Mullick Capital Management Corp 0.10% Add +4.5% 581 $127K
Resources Management Corp. /CT/ 0.02% Reduce -2.5% 574 $125K
Atlantic Private Wealth, LLC 0.08% No change 575 $125K
Concord Wealth Partners 0.02% No change 570 $124K
University of Texas/Texas Am Investment Management Co. 0.02% No change 568 $123K
Cary Street Partners Investment Advisory LLC 0.06% Reduce -26.9% 567 $123K
Avion Wealth 0.03% No change 570 $123K
Barrett & Company, Inc. 0.05% No change 564 $123K
Banque Cantonale Vaudoise 0.01% No change 561 $122K
Duncker Streett & Co. Inc. 0.02% Add +3.9% 558 $121K
Finley Financial, LLC 0.06% No change 520 $113K
GoalVest Advisory LLC 0.03% Reduce -4.1% 511 $111K
Medallion Wealth Advisors, LLC 0.04% Reduce -10.3% 494 $108K
Lanark Financial, Inc. 0.01% Add +208.1% 493 $107K
Tucker Asset Management LLC 0.03% Reduce -58.5% 492 $107K
United Community Bank 0.04% No change 490 $106K
Webster Bank, N. A. 0.01% No change 486 $106K
Anchor Investment Management, LLC 0.01% Add +6.6% 484 $105K
Paladin Advisory Group, LLC 0.08% No change 473 $103K
Beacon Capital Management, LLC 0.01% Reduce -18.9% 463 $101K
Colonial Trust Advisors 0.01% Reduce -24.8% 440 $96K
Hanson & Doremus Investment Management 0.01% No change 438 $95K
Arax Advisory Partners 0.00% Reduce -8.6% 425 $92K
Keystone Global Partners, LLC 0.05% Reduce -50.6% 424 $92K
TCTC Holdings, LLC 0.00% No change 421 $91K
Blue Bell Private Wealth Management, LLC 0.02% Reduce -7.1% 420 $91K
BOK Financial Private Wealth, Inc. 0.01% No change 417 $91K
Zions Bancorporation, National Association 0.00% No change 415 $90K
Cornerstone Planning Group LLC 0.02% Reduce -1.0% 412 $90K
Rice Partnership, LLC 0.02% Add +26.2% 409 $89K
FWL Investment Management, LLC 0.03% Add +8.3% 406 $88K
LRI Investments, LLC 0.01% No change 400 $87K
Union Savings Bank 0.04% Reduce -6.7% 391 $87K
Prestige Wealth Management Group LLC 0.02% No change 396 $86K
Pacific Center for Financial Services 0.02% No change 392 $85K
Vestor Capital, LLC 0.01% Add +16.1% 844 $85K
Phillips Financial Management, LLC 0.01% No change 390 $85K
Edmond DE Rothschild Holding S.A. 0.00% No change 385 $84K
Hamilton Point Investment Advisors, LLC 0.01% No change 377 $82K
West Branch Capital LLC 0.02% Reduce -22.7% 374 $81K
Sage Mountain Advisors LLC 0.01% No change 371 $81K
Brown, Lisle/Cummings, Inc. 0.02% Reduce -10.8% 356 $77K
Capital Investment Advisory Services, LLC 0.01% No change 351 $76K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 350 $76K
West Financial Advisors, LLC 0.01% Reduce -97.7% 341 $74K
Ameritas Investment Partners, Inc. 0.00% No change 340 $74K
Ancora Advisors LLC 0.00% No change 337 $73K
Dunhill Financial, LLC 0.02% Reduce -0.3% 326 $71K
Nvwm, LLC 0.02% No change 325 $71K
Roble, Belko & Company, Inc 0.01% No change 323 $70K
Frazier Financial Advisors, LLC 0.05% Add +0.3% 321 $70K
Perkins Coie Trust Co 0.01% No change 317 $69K
Hollencrest Capital Management 0.00% No change 300 $65K
Pittenger & Anderson Inc. 0.00% No change 300 $65K
Missouri Trust & Investment Co 0.02% Add +492.0% 296 $64K
Total Investment Management Inc. 0.01% New 275 $60K
MassMutual Private Wealth & Trust, FSB 0.00% Add +27.0% 273 $59K
Aventus Investment Advisors, Inc. 0.05% — 264 $57K
First Command Advisory Services, Inc. 0.00% Add +82.5% 261 $57K
Mid-American Wealth Advisory Group, Inc. 0.03% New 255 $55K
Dagco, Inc. 0.02% Add +5.0% 252 $55K
North Star Investment Management Corp. 0.00% No change 252 $55K
Indiana Trust & Investment Management Co 0.02% No change 250 $54K
Salem Investment Counselors Inc. 0.00% No change 247 $54K
Millstone Evans Group, LLC 0.04% Add +9.9% 244 $53K
Aventura Private Wealth, LLC 0.02% Add +125.0% 243 $53K
Signaturefd, LLC 0.00% Add +4.8% 239 $52K
Strengthening Families & Communities, LLC 0.03% Reduce -30.5% 239 $52K
Armor Investment Advisors, LLC 0.02% Reduce -15.9% 233 $51K
Sound Income Strategies, LLC 0.00% Reduce -94.6% 233 $51K
ORG Partners LLC 0.01% Reduce -9.4% 221 $49K
Washington Trust Advisors, Inc. 0.00% No change 224 $49K
Burkett Financial Services, LLC 0.02% Reduce -6.3% 222 $48K
JFS Wealth Advisors, LLC 0.00% No change 217 $47K
Game Plan Financial Advisors, LLC 0.02% No change 215 $47K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 212 $46K
Coston, McIsaac & Partners 0.01% Reduce -6.2% 212 $46K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +113.1% 211 $46K
Montag A & Associates Inc. 0.00% Reduce -18.5% 211 $46K
Balentine LLC 0.00% No change 208 $45K
Wagner Wealth Management, LLC 0.01% Add +22.3% 203 $44K
Investors Research Corp 0.01% No change 202 $44K
Old Second National Bank of Aurora 0.01% No change 200 $43K
Capital Investment Counsel, Inc 0.01% No change 200 $43K
Kilter Group LLC 0.02% New 199 $43K
Provident Wealth Management, LLC 0.01% No change 198 $43K
Register Financial Advisors LLC 0.02% Reduce -20.3% 196 $43K
RMG Wealth Management LLC 0.01% — 192 $43K
MV Capital Management, Inc. 0.00% Reduce -33.0% 195 $42K
Fairscale Capital, LLC 0.03% New 188 $42K
Heartland Advisors Inc. 0.00% New 189 $41K
Twin Peaks Wealth Advisors, LLC 0.01% New 180 $41K
First Community Trust NA 0.03% Reduce -1.6% 181 $39K
Morse Asset Management, Inc 0.01% No change 180 $39K
Gold Investment Management Ltd. 0.01% Reduce -85.1% 175 $38K
Biltmore Family Office, LLC 0.01% No change 175 $38K
Grove Bank & Trust 0.00% Add +290.9% 172 $37K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 165 $36K
Provenance Wealth Advisors, LLC 0.01% No change 165 $36K
Rothschild Investment LLC 0.00% No change 164 $36K
Operose Advisors LLC 0.01% No change 161 $35K
Quest 10 Wealth Builders, Inc. 0.03% No change 160 $35K
N.E.W. Advisory Services LLC 0.00% No change 155 $34K
FNY Investment Advisers, LLC 0.01% New 156 $33K
2UniFi Bank 0.02% No change 150 $33K
Horrell Capital Management, Inc. 0.01% No change 147 $32K
Tompkins Financial Corp. 0.00% Reduce -46.5% 144 $31K
SOA Wealth Advisors, LLC. 0.01% Reduce -3.5% 140 $30K
Adirondack Trust Co. 0.01% Reduce -78.1% 140 $30K
Bellevue Asset Management, LLC 0.01% No change 138 $30K
Roxbury Financial LLC 0.03% Reduce -56.6% 137 $30K
Bogart Wealth, LLC 0.00% No change 131 $29K
Signature Resources Capital Management, LLC 0.02% Add +92.5% 129 $28K
Pacifica Partners Inc. 0.01% No change 125 $27K
HHM Wealth Advisors, LLC 0.00% No change 123 $27K
Financial Perspectives, Inc 0.01% No change 120 $26K
Riggs Asset Managment Co. Inc. 0.01% Reduce -43.6% 119 $26K
Tortoise Investment Management, LLC 0.00% Add +75.8% 116 $25K
Costello Asset Management, INC 0.01% Add +83.9% 114 $25K
Maseco LLP 0.00% — 113 $25K
Union Bancaire Privee, UBP SA 0.00% No change 130 $24K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 110 $24K
Versant Capital Management, Inc 0.00% No change 109 $24K
WealthShield Partners, LLC 0.00% Add +5.9% 107 $23K
Elevation Wealth Partners, LLC 0.01% No change 105 $23K
Steph & Co. 0.01% No change 104 $23K
New Millennium Group LLC 0.01% Reduce -37.0% 102 $22K
Financial Gravity Companies, Inc. 0.00% — 102 $22K
DecisionPoint Financial, LLC 0.01% No change 101 $22K
Bank of New Hampshire 0.01% No change 101 $22K
Optiver Holding B.V. 0.00% New 100 $22K
Abound Wealth Management 0.01% No change 99 $21K
Tower View Wealth Management LLC 0.01% No change 98 $21K
Carderock Capital Management Inc. 0.01% New 96 $21K
Investment Research & Advisory Group, Inc. 0.01% No change 94 $20K
Providence Capital Advisors, LLC 0.00% New 91 $20K
Elevate Wealth Advisory, Inc. 0.01% No change 90 $20K
McIlrath & Eck, LLC 0.00% No change 89 $19K
Oliver Lagore Vanvalin Investment Group 0.01% — 98 $19K
Financial Connections Group, Inc. 0.01% No change 90 $19K
Center for Financial Planning, Inc. 0.00% No change 87 $19K
Private Wealth Management Group, LLC 0.01% Add +167.7% 83 $18K
Creekmur Asset Management LLC 0.00% Reduce -4.6% 83 $18K
Smallwood Wealth Investment Management, LLC 0.01% New 80 $17K
Oxford Financial Group, LTD. LLC 0.00% No change 78 $17K
GPS Wealth Strategies Group, LLC 0.00% No change 75 $16K
LGT Financial Advisors LLC 0.04% Add +72.1% 74 $16K
Physician Wealth Advisors, Inc. 0.00% Add +1.4% 72 $16K
UMB Bank, n.a. 0.00% Reduce -86.2% 66 $14K
First PREMIER Bank 0.00% Add +16.1% 65 $14K
CNB Bank 0.01% No change 59 $13K
Delta Asset Management LLC 0.00% No change 59 $13K
Smartleaf Asset Management LLC 0.00% Reduce -10.8% 58 $13K
SJS Investment Consulting Inc. 0.00% No change 58 $13K
Winch Advisory Services, LLC 0.00% No change 55 $12K
Friedenthal Financial 0.01% Reduce -3.5% 55 $12K
Consultiva Wealth Management, Corp. 0.04% No change 55 $12K
Transce3nd, LLC 0.01% Add +41.0% 55 $12K
Iron Horse Wealth Management, LLC 0.00% No change 51 $11K
Strategic Investment Solutions, Inc. 0.00% No change 51 $11K
Future Financial Wealth Managment LLC 0.01% No change 50 $11K
Kiker Wealth Management, LLC 0.01% No change 50 $11K
Fortis Group Advisors, LLC 0.00% Reduce -99.7% 48 $10K
Brooklyn Investment Group 0.00% No change 47 $10K
Northwest Capital Management Inc 0.01% No change 46 $10K
HM Payson & Co. 0.00% Reduce -65.7% 46 $10K
Crowley Wealth Management, Inc. 0.01% No change 42 $9K
BankPlus Trust Department 0.00% No change 42 $9K
Wolff Wiese Magana LLC 0.01% No change 40 $9K
Howe & Rusling Inc. 0.00% Reduce -38.5% 40 $9K
Chung Wu Investment Group, LLC 0.01% New 39 $8K
Comprehensive Financial Planning, Inc. 0.01% No change 38 $8K
Asset Dedication, LLC 0.00% No change 38 $8K
Park Place Capital Corp 0.00% Reduce -53.2% 37 $8K
Parkside Financial Bank & Trust 0.00% No change 36 $8K
Arvest Investments, Inc. 0.00% No change 35 $8K
Cedar Mountain Advisors, LLC 0.00% No change 34 $7K
Alpine Bank Wealth Management 0.00% New 33 $7K
Beaird Harris Wealth Management, LLC 0.00% No change 33 $7K
Ascentis Wealth Management, LLC 0.00% No change 31 $7K
Glassman Wealth Services 0.00% No change 31 $7K
Alerus Financial NA 0.00% New 29 $6K
Smithfield Trust Co 0.00% New 41 $6K
Logan Capital Management Inc. 0.00% No change 27 $6K
Eukles Asset Management 0.00% No change 27 $6K
MTM Investment Management, LLC 0.00% No change 25 $5K
Tidemark, LLC 0.00% Reduce -88.9% 25 $5K
Team Financial Group, LLC 0.00% New 24 $5K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -86.8% 23 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 28 $5K
Covestor Ltd 0.00% Reduce -12.0% 22 $5K
Park Square Financial Group, LLC 0.00% Reduce -56.5% 20 $4K
Curio Wealth, LLC 0.00% Add +1900.0% 20 $4K
Lowe Wealth Advisors, LLC 0.00% No change 20 $4K
Advanced Asset Management Advisors Inc 0.00% No change 20 $4K
WealthTrak Capital Management LLC 0.00% No change 18 $4K
Painted Porch Advisors LLC 0.00% New 18 $4K
Principia Wealth Advisory, LLC 0.00% Add +21.4% 17 $4K
Addison Advisors LLC 0.00% No change 17 $4K
Legacy Investment Solutions, LLC 0.00% — 14 $3K
Legacy Wealth Managment, LLC 0.00% Reduce -58.8% 14 $3K
Atwood & Palmer Inc. 0.00% Reduce -51.7% 14 $3K
Family Manage LLC 0.00% No change 13 $3K
MCF Advisors LLC 0.00% No change 12 $3K
Semmax Financial Advisors Inc. 0.00% No change 12 $3K
Financially Speaking 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
Rise Advisors, LLC 0.00% Add +125.0% 9 $2K
Toronto Dominion Bank 0.00% New 9 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 8 $2K
Bridge Generations Wealth Management LLC 0.00% No change 5 $1K
Copia Wealth Management 0.00% New 3 $652
Townsend Asset Management Corp. /NC/ 0.00% Reduce -99.5% 2 $435
North Capital, Inc. 0.00% No change 1 $217
Parallax Volatility Advisers, L.P. 0.00% No change 1 $217
Wood Tarver Financial Group, LLC 0.00% No change 1 $0

"% 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.