SS Consumer Disc Select SectXLYETF

13F holders, Q3 2025 (September 30)
1,275holders +30
123new positions
84sold out
7famous investors
$239.59avg. 13F price*

At the end of Q3 2025, 1,275 institutions reported holding SS Consumer Disc Select Sect (XLY) in their 13F filings, up 30 from Q2 2025. 123 opened new positions and 84 sold out. The largest holders were Bank of America Corp. ($4.7B), JPMorgan Chase & Co. ($1.8B) and Morgan Stanley ($850.9M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
SS Consumer Disc Select Sect
Filed as
SELECT SECTOR SPDR TR (Q3 2025)
CUSIP
81369Y407
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions123$510.5M
Exits84$113.6M

All 13F filers, Q2 2025 → Q3 2025: 8,802,406 shares bought and 8,507,293 shares sold, net +295,113 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,275 holders

Bank of America Corp. 0.36% Add +2.4% 19,789,595 $4.7B
JPMorgan Chase & Co. 0.11% Reduce -1.9% 7,356,378 $1.8B
Morgan Stanley 0.05% Reduce -32.1% 3,550,688 $850.9M
Wells Fargo & Company 0.13% Reduce -0.6% 2,670,958 $640.1M
Envestnet Asset Management Inc. 0.18% Add +17.6% 2,653,639 $635.9M
Goldman Sachs Group Inc. 0.07% Reduce -1.5% 2,160,065 $517.6M
UBS Group AG 0.10% Add +38.7% 2,101,194 $503.5M
Raymond James Financial Inc. 0.15% Reduce -3.7% 1,968,323 $471.7M
Ameriprise Financial Inc. 0.10% Reduce -8.5% 1,864,752 $446.9M
LPL Financial LLC 0.12% Add +14.3% 1,691,225 $405.3M
PGIM Custom Harvest LLC 5.79% Add +1.7% 1,604,990 $384.6M
Focus Partners Wealth 0.58% Add +7643.7% 1,511,032 $362.1M
Royal Bank of Canada 0.06% Add +93.8% 1,315,914 $315.3M
Janney Montgomery Scott LLC 0.69% Reduce -6.5% 1,214,475 $291.0M
Migdal Insurance & Financial Holdings Ltd. 3.11% Add +3.9% 1,206,409 $289.1M
Truist Financial Corp. 0.35% Reduce -3.5% 1,085,478 $260.1M
Menora Mivtachim Holdings LTD. 1.15% Reduce -12.4% 949,003 $227.4M
WestEnd Advisors, LLC 5.31% Reduce -3.6% 946,763 $226.9M
Healthcare of Ontario Pension Plan Trust Fund 0.41% Add +12.2% 920,000 $220.5M
Main Management ETF Advisors, LLC 8.11% Add +16.3% 914,057 $219.0M
Clal Insurance Enterprises Holdings Ltd 1.62% Add +0.3% 887,800 $212.8M
Cibc World Market Inc. 0.38% Add +114.6% 773,861 $185.4M
Meitav Investment House Ltd. 2.36% Add +44.4% 748,021 $178.9M
Charles Schwab Investment Management Inc. 0.02% Reduce -2.5% 565,956 $135.6M
Harel Insurance Investments & Financial Services Ltd. 1.04% Add +0.6% 484,610 $116.1M
BlackRock, Inc. 0.00% Reduce -22.4% 472,754 $113.3M
Marshall Wace, LLP 0.12% New 467,721 $112.1M
Osaic Holdings, Inc. 0.13% Add +60.6% 405,693 $96.2M
Main Management Fund Advisors LLC 8.65% Add +18.1% 372,600 $89.3M
State Street Corp. 0.00% Add +19.5% 355,060 $85.1M
Two Sigma Investments, LP 0.14% New 352,240 $84.4M
Citigroup Inc. 0.06% Add +37.3% 342,756 $82.1M
Stifel Financial Corp. 0.07% Reduce -0.9% 329,179 $78.9M
Northern Trust Corp. 0.01% Add +6.2% 327,898 $78.6M
Victory Capital Management Inc. 0.05% Reduce -2.4% 324,573 $77.8M
Wolverine Trading, LLC 1.57% Add +21.7% 322,929 $77.7M
Cetera Investment Advisers 0.09% Add +18.0% 319,289 $76.5M
Agf Management Ltd. 0.34% Add +6.2% 317,577 $76.1M
Main Management LLC 5.05% Add +9.1% 287,880 $69.0M
Factory Mutual Insurance Co. 0.66% No change 284,000 $68.1M
US Bancorp \de 0.08% Reduce -0.1% 280,162 $67.1M
MML Investors Services, LLC 0.18% Add +67.5% 274,852 $65.9M
Gerber Kawasaki Wealth & Investment Management 2.20% Add +2.8% 267,216 $64.0M
HighTower Advisors, LLC 0.07% Reduce -8.3% 255,552 $61.2M
Mercer Global Advisors Inc. 0.10% Add +812.4% 254,840 $61.1M
KCM Investment Advisors LLC 1.94% Reduce -0.3% 250,492 $60.0M
Susquehanna International Group, LLP 0.09% Reduce -36.9% 243,694 $58.4M
RiverFront Investment Group, LLC 1.02% Add +0.6% 242,480 $58.1M
Fisher Asset Management 0.02% Reduce -2.7% 241,965 $58.0M
Rockefeller Capital Management L.P. 0.11% Reduce -5.4% 234,279 $56.1M
Jump Financial, LLC 0.72% New 224,210 $53.7M
Advisors Preferred, LLC 7.27% Add +34.6% 204,247 $49.3M
Peapack Gladstone Financial Corp. 0.64% Reduce -1.0% 204,451 $49.0M
Natixis 0.26% Reduce -0.4% 200,501 $48.0M
Commonwealth Equity Services, LLC 0.06% Reduce -5.5% 197,857 $47.4M
Alps Advisors Inc. 0.26% Reduce -12.1% 196,573 $47.1M
Employees Retirement System of Texas 0.44% New 196,000 $47.0M
Bellwether Advisors, LLC 7.65% Reduce -31.7% 193,206 $46.3M
1832 Asset Management L.P. 0.08% Add +0.0% 185,609 $44.5M
Full Sail Capital, LLC 2.40% Add +0.5% 181,891 $43.6M
Swan Global Investments, LLC 1.78% Reduce -14.0% 168,145 $40.3M
Armstrong Advisory Group, Inc. 2.57% Reduce -0.3% 152,344 $36.5M
Ashton Thomas Private Wealth, LLC 0.91% Add +3.9% 146,737 $35.2M
Assetmark, Inc. 0.08% Add +4.8% 146,633 $35.1M
Trek Financial, LLC 2.09% Add +2.6% 146,570 $35.1M
Advisory Alpha, LLC 0.95% Reduce -29.8% 141,683 $33.9M
Bar Harbor Wealth Management 1.95% Add +0.1% 135,668 $32.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.80% Add +23.1% 134,792 $32.3M
Millennium Management 0.03% Reduce -74.2% 130,092 $31.2M
Maven Securities LTD 5.47% Add +2178.6% 119,125 $28.6M
Sanctuary Advisors, LLC 0.15% Add +7.8% 110,285 $26.4M
Oppenheimer Asset Management Inc. 0.29% Add +0.8% 109,335 $26.2M
PNC Financial Services Group, Inc. 0.02% Reduce -6.7% 109,279 $26.2M
Stonebridge Financial Group, LLC 2.29% New 108,651 $26.0M
Mariner, LLC 0.03% Add +32.1% 108,578 $26.0M
Bank of Montreal 0.01% Add +13.2% 104,462 $25.0M
Biltmore Wealth Management, LLC 9.38% Add +0.3% 102,555 $24.6M
Spinnaker Trust 1.35% Reduce -0.1% 101,752 $24.4M
FMR LLC 0.00% Add +0.5% 99,720 $23.9M
Krilogy Financial LLC 0.88% Add +20.5% 97,142 $23.4M
IMZ Advisory Inc 8.67% Add +0.1% 97,182 $23.3M
Pathstone Holdings, LLC 0.09% Reduce -2.5% 96,034 $23.0M
Foundations Investment Advisors, LLC 0.33% Reduce -28.7% 94,594 $22.7M
SG Americas Securities, LLC 0.08% Add +233.9% 91,769 $22.0M
Tradewinds Capital Management, LLC 4.88% Add +9842.9% 90,679 $21.7M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.46% No change 90,364 $21.6M
Diversify Advisory Services, LLC 0.68% Add +51.2% 83,736 $20.3M
Martin & Co. Inc. 3.60% Reduce -0.2% 84,352 $20.2M
WBH Advisory Inc. 1.53% Add +9.0% 83,560 $20.0M
Trilogy Capital Inc. 0.91% Reduce -39.2% 81,813 $19.6M
Salomon & Ludwin, LLC 1.69% Add +2.5% 79,065 $18.8M
SRB Corp. 1.06% No change 77,270 $18.5M
D. E. Shaw & Co. 0.02% Reduce -63.8% 76,750 $18.4M
Steward Partners Investment Advisory, LLC 0.10% Add +17.2% 76,138 $18.2M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -17.1% 74,751 $17.9M
Intrua Financial, LLC 2.08% Reduce -1.7% 73,965 $17.7M
Park Avenue Securities LLC 0.13% New 72,033 $17.3M
Novare Capital Management LLC 1.31% Add +19.1% 71,629 $17.2M
Corient Private Wealth LP 0.03% Reduce -5.9% 76,113 $17.0M
NewEdge Advisors, LLC 0.08% Add +75.8% 70,791 $17.0M
Janney Capital Management LLC 1.02% Reduce -3.4% 68,144 $16.3M
Old National Bancorp 0.28% Reduce -5.6% 67,929 $16.3M
Tudor Investment Corporation 0.11% Reduce -50.7% 65,549 $15.7M
Jones Financial Companies LLLP 0.01% Add +17.4% 64,220 $15.4M
Stillwater Capital Advisors, LLC 1.64% Reduce -6.0% 60,776 $14.6M
Creative Planning 0.01% Add +13.4% 60,360 $14.5M
Exchange Traded Concepts, LLC 0.14% Reduce -15.0% 60,189 $14.4M
Volterra Technologies LP 9.46% New 59,533 $14.3M
Marks Wealth, LLC 4.39% New 59,317 $14.2M
Ayalon Insurance Comp Ltd. 3.58% No change 59,035 $14.1M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2.25% Add +2.4% 58,548 $14.0M
Thrivent Financial for Lutherans 0.03% Add +133.1% 58,409 $14.0M
Cwm, LLC 0.04% Add +9.2% 58,089 $13.9M
Cadent Capital Advisors, LLC 3.69% Add +29.4% 58,046 $13.9M
Qube Research & Technologies Ltd 0.02% Reduce -71.5% 57,536 $13.8M
HRT Financial LP 0.05% New 55,850 $13.4M
Quantinno Capital Management LP 0.04% Add +18.7% 55,611 $13.3M
Comerica Bank 0.05% Reduce -4.1% 54,820 $13.1M
Prosperity Consulting Group, LLC 0.64% Reduce -15.6% 54,402 $13.0M
Wealth Enhancement Advisory Services, LLC 0.02% Add +2.8% 55,212 $13.0M
Private Advisor Group, LLC 0.06% Reduce -29.7% 54,276 $13.0M
Petredis Investment Advisors LLC 1.03% Reduce -1.3% 53,657 $12.9M
Onyx Bridge Wealth Group LLC 1.36% Reduce -0.4% 52,155 $12.5M
Fifth Third Bancorp 0.04% Reduce -2.0% 51,974 $12.5M
Simplex Trading, LLC 0.27% Add +860.0% 51,924 $12.4M
Walleye Capital LLC 0.11% New 50,000 $12.0M
Simon Quick Advisors, LLC 0.54% Add +2.4% 49,690 $11.9M
Clarity Financial LLC 1.16% Reduce -3.4% 48,938 $11.7M
DAVENPORT & Co LLC 0.06% Reduce -5.7% 48,371 $11.6M
Capital Investment Advisors, LLC 0.19% Reduce -84.7% 47,538 $11.4M
Point72 Asset Management 0.03% New 47,039 $11.3M
Peak Retirement Planning, Inc. 3.10% Add +33.5% 45,939 $11.0M
Vickerman Investment Advisors, Inc. 2.22% Add +1.5% 45,799 $11.0M
Premier Path Wealth Partners, LLC 1.41% Reduce -5.6% 45,776 $11.0M
Lido Advisors, LLC 0.05% Reduce -60.8% 45,439 $10.9M
TCP Asset Management, LLC 1.89% Add +3.1% 44,176 $10.6M
Forbes J M & Co. LLP 0.85% No change 42,527 $10.2M
Concurrent Investment Advisors, LLC 0.18% Reduce -0.4% 42,434 $10.2M
Barclays PLC 0.00% Reduce -97.6% 41,890 $10.0M
IHT Wealth Management, LLC 0.25% Reduce -0.4% 40,486 $9.7M
Baird Financial Group, Inc. 0.02% Reduce -7.5% 40,406 $9.7M
Itau Unibanco Holding S.A. 0.33% Reduce -18.6% 40,283 $9.7M
Estate Counselors, LLC 0.83% Add +5.0% 40,160 $9.6M
Atria Investments, Inc 0.11% Reduce -0.2% 39,704 $9.5M
Innealta Capital, LLC 4.75% Add +14.2% 39,629 $9.5M
Carnegie Investment Counsel 0.18% Add +4.7% 39,441 $9.5M
Equitable Holdings, Inc. 0.07% Reduce -0.1% 39,253 $9.4M
Alliancebernstein L.P. 0.00% New 38,911 $9.3M
Winthrop Capital Management, LLC 2.24% Add +0.8% 38,733 $9.3M
Balyasny Asset Management L.P. 0.02% Reduce -66.3% 37,932 $9.1M
Farmers Trust Co. 1.56% Reduce -4.2% 37,895 $9.1M
Tamar Securities, LLC 1.01% Add +1.5% 37,075 $8.9M
Larson Financial Group LLC 0.31% Add +17.2% 37,060 $8.9M
Orange Investment Advisors, Inc. 0.92% Add +5.3% 36,838 $8.8M
Founders Financial Securities LLC 0.60% Add +1.0% 36,670 $8.8M
Horizon Investments, LLC 0.12% Add +1.1% 36,515 $8.8M
Harbour Trust & Investment Management Co 0.89% Reduce -3.8% 36,023 $8.6M
Walleye Trading LLC 0.14% New 35,455 $8.5M
Allspring Global Investments Holdings, LLC 0.01% Add +9.3% 34,776 $8.4M
Bartlett & Co. Wealth Management LLC 0.11% Reduce -2.9% 34,750 $8.3M
AlphaCore Capital LLC 0.28% Add +0.1% 34,433 $8.3M
&partners 0.05% Add +12.6% 34,261 $8.2M
Manufacturers Life Insurance Company, The 0.01% New 34,071 $8.2M
Brave Asset Management Inc. 1.99% Add +1.0% 33,969 $8.1M
Benjamin Edwards Inc. 0.09% Add +11.0% 32,589 $7.8M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.12% No change 32,105 $7.7M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.56% No change 31,812 $7.6M
Pinnacle Associates Ltd. 0.10% Reduce -0.4% 31,591 $7.6M
BlueStem Wealth Partners, LLC 0.86% Reduce -0.4% 31,393 $7.5M
Bank Hapoalim BM 0.97% Reduce -4.8% 31,381 $7.5M
Steele Capital Management, Inc. 0.33% Add +1.5% 31,288 $7.5M
Asset Advisors Investment Management, LLC 0.71% Add +1.7% 31,286 $7.5M
Foronjy Financial LLC 3.26% Add +2.4% 31,078 $7.4M
Ameraudi Asset Management, Inc. 4.48% Reduce -11.9% 30,874 $7.4M
Meiji Yasuda Life Insurance Co 0.21% New 30,578 $7.3M
J.W. Cole Advisors, Inc. 0.14% Add +2.5% 30,302 $7.3M
MMBG Investment Advisors Co. 0.64% Reduce -5.9% 30,213 $7.2M
Kestra Advisory Services, LLC 0.03% Reduce -6.2% 30,105 $7.2M
Integrated Advisors Network LLC 0.30% Reduce -15.5% 29,965 $7.2M
Brookstone Capital Management 0.08% Reduce -3.3% 29,282 $7.0M
Keebeck Wealth Management 0.82% Reduce -1.9% 29,113 $7.0M
Blair William & Co. 0.02% Reduce -8.7% 29,042 $7.0M
First Merchants Corp. 0.26% Reduce -9.0% 28,477 $6.8M
Colton Groome Financial Advisors, LLC 2.08% Reduce -2.0% 28,232 $6.8M
Davis R M Inc. 0.12% Add +0.5% 28,216 $6.8M
RFG Advisory, LLC 0.14% Reduce -11.9% 28,038 $6.7M
Financial Enhancement Group LLC 0.90% New 28,367 $6.7M
First Interstate Bank 0.37% Reduce -2.1% 27,833 $6.7M
AdvisorShares Investments LLC 1.08% Add +68.2% 27,581 $6.6M
Granite Harbor Advisors, Inc. 2.72% Add +1.0% 27,046 $6.5M
Ensign Peak Advisors, Inc 0.01% Reduce -0.0% 26,973 $6.5M
Dynamic Advisor Solutions LLC 0.19% Add +19.8% 26,959 $6.5M
Advisory Services Network, LLC 0.09% Add +0.1% 26,596 $6.4M
Hancock Whitney Corp. 0.11% Reduce -2.0% 26,254 $6.3M
Cubist Systematic Strategies, LLC 0.09% New 26,188 $6.3M
German American Bancorp, Inc. 0.55% Reduce -6.0% 25,852 $6.2M
Toth Financial Advisory Corp. 0.67% Add +15.2% 25,735 $6.2M
Waverly Advisors, LLC 0.06% Add +3.6% 25,606 $6.1M
Integrated Wealth Concepts LLC 0.05% Add +48.1% 25,372 $6.1M
Peterson Wealth Management 4.18% Reduce -17.1% 25,197 $6.0M
Retirement Planning Group, LLC 0.21% Add +3.4% 24,830 $6.0M
Dakota Wealth Management 0.12% Reduce -4.3% 24,821 $5.9M
Kingswood Wealth Advisors, LLC 0.36% Add +232.9% 24,629 $5.9M
O'shaughnessy Asset Management, LLC 0.03% Add +44.5% 24,598 $5.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +217.3% 24,544 $5.9M
Accurate Wealth Management, LLC 0.78% New 24,983 $5.9M
Simmons Bank 0.38% Reduce -1.0% 24,007 $5.8M
Atlantic Union Bankshares Corp 0.11% Reduce -1.5% 24,000 $5.8M
MAI Capital Management 0.04% Add +1.8% 23,955 $5.7M
Cooksen Wealth, LLC 4.25% Add +2.5% 23,771 $5.7M
Venturi Wealth Management, LLC 0.26% Reduce -12.0% 23,521 $5.6M
Bank of New York Mellon Corp 0.00% Add +1.6% 23,508 $5.6M
Segment Wealth Management, LLC 0.34% Reduce -16.5% 23,497 $5.6M
Natixis Advisors, LLC 0.01% Add +1.2% 23,423 $5.6M
Stratos Wealth Partners, LTD. 0.07% Add +0.9% 23,100 $5.5M
Encompass More Asset Management 1.06% Add +219.2% 23,060 $5.5M
Midwest Trust Co 0.07% Reduce -0.4% 22,806 $5.5M
TCV Trust & Wealth Management, Inc. 0.46% Add +1.4% 22,724 $5.4M
Keybank National Association 0.02% Reduce -0.7% 22,534 $5.4M
Thor Trading Advisors, LLC 2.74% Add +23.1% 22,503 $5.4M
AQR Capital Management 0.00% Add +15.8% 22,494 $5.4M
Hilltop Holdings Inc. 0.28% Reduce -22.2% 22,213 $5.3M
WCG Wealth Advisors LLC 0.33% Add +1.9% 22,165 $5.3M
Mission Hills Financial Advisory, LLC 2.82% Reduce -0.2% 22,128 $5.3M
Fca Corp. 1.47% Reduce -0.1% 22,041 $5.3M
Virtu Financial LLC 0.30% Reduce -55.3% 22,002 $5.3M
Merit Financial Group, LLC 0.05% Add +8.0% 21,998 $5.3M
Oppenheimer & Co. Inc. 0.06% Reduce -36.3% 21,805 $5.2M
Wellspring Financial Advisors, LLC 0.47% Reduce -24.7% 21,494 $5.2M
Coastal Bridge Advisors, LLC 0.38% Reduce -0.2% 21,072 $5.0M
First Trust Advisors LP 0.00% Reduce -35.7% 21,027 $5.0M
Csenge Advisory Group 0.24% Add +2.5% 20,983 $5.0M
Sykon Capital LLC 1.67% Reduce -2.1% 20,884 $5.0M
Long Run Wealth Advisors, LLC 0.98% Reduce -1.0% 20,775 $5.0M
Algorithmic Investment Models, LLC 3.29% Reduce -25.6% 20,705 $5.0M
FIL Ltd 0.00% Add +10.7% 20,645 $4.9M
Compass Wealth Management, LLC 2.17% Add +4.9% 20,411 $4.9M
Kennicott Capital Management LLC 2.36% Reduce -1.8% 20,401 $4.9M
Capital Insight Partners, LLC 0.80% Add +14.9% 20,278 $4.9M
Transcend Capital Advisors, LLC 0.34% Reduce -2.9% 20,179 $4.8M
Stockman Wealth Management, Inc. 0.60% Reduce -0.0% 20,100 $4.8M
Cerity Partners LLC 0.01% Reduce -1.7% 20,030 $4.8M
Captrust Financial Advisors 0.01% Reduce -4.5% 20,007 $4.8M
Chicago Wealth Management, Inc. 2.06% Add +3.1% 19,697 $4.7M
Robertson Stephens Wealth Management, LLC 0.14% Reduce -0.4% 19,478 $4.7M
Monument Capital Management 1.17% Reduce -6.5% 19,447 $4.7M
Signal Advisors Wealth, LLC 0.42% Add +25.4% 19,339 $4.6M
Glenmede Investment Management, LP 0.02% Reduce -0.0% 18,935 $4.5M
U.S. Capital Wealth Advisors, LLC 0.12% Add +2.9% 18,928 $4.5M
CX Institutional 0.14% Add +212.3% 18,807 $4.5M
Innova Wealth Partners 2.42% Reduce -10.1% 18,659 $4.5M
Sharper & Granite LLC 1.60% Add +71.6% 18,628 $4.5M
Anfield Capital Management, LLC 1.31% Reduce -26.1% 18,584 $4.5M
HB Wealth Management, LLC 0.03% Add +97.3% 18,246 $4.4M
Fiduciary Group, LLC 0.38% Add +5.0% 17,907 $4.3M
Focus Financial Network, Inc. 0.15% Reduce -18.3% 17,906 $4.3M
SkyView Investment Advisors, LLC 0.54% Add +3.1% 17,837 $4.3M
Associated Banc-Corp 0.11% Reduce -1.6% 17,476 $4.2M
GeoWealth Management, LLC 0.15% Add +3.3% 17,315 $4.1M
Milestones Private Investment Advisors LLC 2.83% Reduce -0.0% 17,294 $4.1M
Fourth Dimension Wealth, LLC 1.58% Add +4.6% 17,276 $4.1M
Independent Financial Group, LLC 0.10% Reduce -11.8% 17,264 $4.1M
PCG Asset Management, LLC 3.31% Reduce -0.7% 17,206 $4.1M
Howard Capital Management Group, LLC 0.26% Reduce -4.7% 17,057 $4.1M
BNP Paribas Financial Markets 0.00% Reduce -98.5% 17,055 $4.1M
Brandywine Oak Private Wealth LLC 0.35% Reduce -0.6% 16,976 $4.1M
Tritonpoint Wealth, LLC 0.35% Reduce -0.0% 16,962 $4.1M
CreativeOne Wealth, LLC 0.10% Reduce -0.2% 16,929 $4.1M
Sigma Planning Corp 0.12% Reduce -2.6% 16,912 $4.1M
Evolution Wealth Advisors, LLC 0.54% Add +0.0% 16,867 $4.0M
Tiaa Trust, National Association 0.01% Reduce -2.4% 16,667 $4.0M
Mutual Advisors, LLC 0.09% Add +7.1% 16,714 $4.0M
Ferguson Wellman Capital Management, Inc. 0.06% Reduce -19.9% 16,563 $4.0M
Stephens Inc. 0.05% Reduce -10.0% 16,552 $4.0M
AMG National Trust Bank 0.10% Add +0.9% 16,292 $3.9M
Jackson, Grant Investment Advisers, Inc. 1.30% Add +0.1% 16,247 $3.9M
West Financial Advisors, LLC 0.64% Add +4611.4% 16,066 $3.9M
Geneos Wealth Management Inc. 0.10% Reduce -3.2% 16,013 $3.8M
Attessa Capital LLC 2.25% Add +3.0% 15,949 $3.8M
Commerce Bank 0.02% Add +29.3% 15,807 $3.8M
Chemung Canal Trust Co. 0.75% Add +47.2% 15,755 $3.8M
First Horizon Corp. 0.18% — 15,686 $3.8M
Banco Santander, S.A. 0.03% Reduce -9.2% 15,656 $3.8M
Neville Rodie & Shaw Inc. 0.27% Reduce -1.9% 15,545 $3.7M
Dorsey & Whitney Trust CO LLC 0.20% Add +4.5% 15,481 $3.7M
Centaurus Financial, Inc. 0.17% Add +601.5% 15,411 $3.7M
Pennsylvania Capital Management Inc. 1.07% Reduce -1.7% 15,360 $3.7M
CoreCap Advisors, LLC 0.13% Reduce -9.2% 15,336 $3.7M
Envestnet Portfolio Solutions, Inc. 0.01% Add +64.4% 15,040 $3.6M
jvl associates llc 1.17% No change 14,787 $3.5M
Snowden Capital Advisors LLC 0.10% Add +5.5% 14,766 $3.5M
Sequoia Financial Advisors, LLC 0.02% Add +31.0% 14,749 $3.5M
Canton Hathaway, LLC 0.67% Add +1.3% 14,590 $3.5M
One Wealth Map LLC 1.86% Reduce -3.3% 14,604 $3.5M
SMI Advisory Services, LLC 0.66% New 14,666 $3.5M
Arkadios Wealth Advisors 0.09% Add +2.5% 14,546 $3.5M
Nwam LLC 0.19% Add +34.3% 14,516 $3.4M
Orleans Capital Management Corp. 2.19% Reduce -25.4% 14,126 $3.4M
Nelson Capital Management, LLC 0.40% Add +5.2% 14,020 $3.4M
Mathes Company, Inc. 1.21% Reduce -9.7% 14,000 $3.4M
B. Riley Wealth Advisors, Inc. 0.16% Add +4.5% 13,998 $3.4M
Bank of Marin 2.32% Reduce -2.6% 13,705 $3.3M
First National Bank of Hutchinson 1.72% No change 13,584 $3.3M
MontVue Capital Management, Inc. 2.18% Reduce -5.0% 13,551 $3.2M
Butensky & Cohen Financial Security, Inc. 0.90% Add +0.5% 13,509 $3.2M
Trust Co 0.33% Add +7.7% 13,432 $3.2M
Forvis Mazars Wealth Advisors, LLC 0.06% Add +0.1% 13,196 $3.2M
RPg Family Wealth Advisory, LLC 0.69% Reduce -9.2% 13,174 $3.2M
CV Advisors LLC 0.86% New 13,000 $3.1M
Marion Wealth Management 0.74% Add +0.2% 12,941 $3.1M
Ring Mountain Capital, LLC 1.71% Reduce -0.2% 12,910 $3.1M
3EDGE Asset Management, LP 0.17% Reduce -4.0% 12,816 $3.1M
Diversified Enterprises, LLC 0.21% Reduce -0.9% 12,794 $3.1M
Trust Co. of Oklahoma 0.91% Add +1.8% 12,766 $3.1M
Caprock Group, LLC 0.08% — 13,153 $3.0M
M&T Bank Corp 0.01% Add +25.7% 12,695 $3.0M
Banco BTG Pactual S.A. 0.44% Add +26.6% 12,693 $3.0M
Atom Investors LP 0.23% Reduce -19.8% 12,670 $3.0M
Boltwood Capital Management 0.80% Add +0.6% 12,516 $3.0M
Beacon Pointe Advisors, LLC 0.03% Add +15.5% 12,502 $3.0M
Sequent Planning LLC 0.84% Add +20.2% 12,389 $3.0M
Money Concepts Capital Corp. 0.18% Add +5.7% 12,315 $3.0M
Van Eck Associates Corp. 0.00% New 12,309 $3.0M
Chesapeake Wealth Management 0.90% Add +4.0% 12,259 $2.9M
Fairvoy Private Wealth, LLC 0.67% Reduce -10.6% 12,247 $2.9M
Crew Capital Management, Ltd 1.94% Add +2.7% 12,063 $2.9M
Darwin Wealth Management, LLC 0.92% Reduce -15.3% 12,023 $2.9M
Valeo Financial Advisors, LLC 0.07% Reduce -8.1% 11,906 $2.9M
Brown Advisory Inc. 0.00% Add +19.7% 11,878 $2.8M
Wealth Quarterback LLC 1.09% Add +2.8% 11,735 $2.8M
Zullo Investment Group, Inc. 1.04% Add +2.0% 11,710 $2.8M
Constitution Capital LLC 1.29% Reduce -0.4% 11,494 $2.8M
Certified Advisory Corp 0.26% Add +38.3% 11,467 $2.7M
Quantessence Capital LLC 0.87% Add +271.5% 11,416 $2.7M
Relyea Zuckerberg Hanson LLC 0.29% Reduce -17.4% 11,357 $2.7M
Jain Global LLC 0.04% New 11,274 $2.7M
Pallas Capital Advisors LLC 0.10% Reduce -1.9% 11,267 $2.7M
Prospera Financial Services Inc 0.05% Reduce -0.3% 11,245 $2.7M
SteelPeak Wealth, LLC 0.09% Add +415.3% 11,234 $2.7M
Regions Financial Corp. 0.02% Add +2.8% 11,144 $2.7M
Evercore Wealth Management, LLC 0.04% Reduce -0.9% 11,100 $2.7M
ARS Investment Partners, LLC 0.17% Add +16.8% 11,015 $2.6M
Polymer Capital Management (HK) LTD 0.37% No change 11,000 $2.6M
Magnolia Capital Management Ltd. 2.01% No change 10,921 $2.6M
Farmers & Merchants Trust Co of Chambersburg PA 0.74% Reduce -1.9% 10,912 $2.6M
Harrell Investment Partners, LLC 0.62% Reduce -9.6% 10,905 $2.6M
Johnson Investment Counsel Inc. 0.02% No change 10,899 $2.6M
Meridian Wealth Management, LLC 0.10% Add +0.8% 11,081 $2.6M
Kestra Private Wealth Services, LLC 0.03% Reduce -4.7% 10,745 $2.6M
Sapient Capital LLC 0.04% No change 10,637 $2.6M
Windsor Capital Management, LLC 0.70% Add +1.5% 10,621 $2.5M
Colony Family Offices, LLC 0.66% No change 10,587 $2.5M
Planwiser Financial, LLC 2.00% Reduce -22.6% 10,405 $2.5M
NorthRock Partners, LLC 0.05% Add +523.8% 10,498 $2.5M
Sowell Financial Services LLC 0.10% Reduce -1.2% 10,385 $2.5M
Founders Grove Wealth Partners, LLC 0.58% Reduce -0.7% 10,275 $2.5M
Tower Research Capital LLC (TRC) 0.07% Add +128162.5% 10,261 $2.5M
Crews Bank & Trust 0.36% Add +1.0% 10,256 $2.5M
AAFMAA Wealth Management & Trust LLC 0.97% Add +1.2% 10,200 $2.4M
Cavalier Investments, LLC 0.97% Reduce -3.1% 10,073 $2.4M
Everstar Asset Management, LLC 1.36% Reduce -6.1% 10,021 $2.4M
Financial Freedom, LLC 1.18% Reduce -10.3% 9,914 $2.4M
Magnus Financial Group LLC 0.19% Add +18.0% 9,840 $2.4M
NBT Bank, N.A. 0.15% Reduce -1.7% 9,839 $2.4M
Pettyjohn, Wood & White, Inc. 0.39% No change 9,817 $2.4M
Provida Pension Fund Administrator 0.04% Reduce -19.7% 9,810 $2.4M
Brueske Advisory Services, LLC 1.28% Add +9.3% 9,778 $2.3M
Donald L. Hagan, LLC 1.14% Reduce -9.6% 9,691 $2.3M
Realta Investment Advisors 0.78% Add +13.8% 9,681 $2.3M
Point Windward Advisors Inc. 1.10% Reduce -3.3% 9,669 $2.3M
Whittier Trust Co. 0.03% Reduce -1.9% 9,724 $2.3M
Empowered Funds, LLC 0.02% Add +34.0% 9,563 $2.3M
RiverGlades Family Offices LLC 1.40% Reduce -2.3% 9,544 $2.3M
StoneX Group Inc. 0.10% Add +15.0% 9,505 $2.3M
Verus Capital Partners, LLC 0.17% Add +56.1% 9,375 $2.2M
Creative Financial Designs Inc. 0.15% Reduce -13.6% 9,350 $2.2M
Jacobi Capital Management LLC 0.14% Add +1.9% 9,326 $2.2M
Quadrature Capital Ltd 0.03% New 9,314 $2.2M
D.A. Davidson & Co. 0.01% Add +2.6% 9,285 $2.2M
Stonebridge Financial Planning Group, LLC 0.83% Reduce -11.8% 9,200 $2.2M
United Asset Strategies, Inc. 0.18% Reduce -5.5% 9,173 $2.2M
Choreo, LLC 0.03% Add +1.2% 9,165 $2.2M
Okabena Investment Services Inc. 0.43% Add +2.2% 9,156 $2.2M
Terra Nova Asset Management LLC 1.37% Add +0.1% 9,066 $2.2M
AdvisorNet Financial, Inc 0.12% Add +8.1% 9,041 $2.2M
Cresset Asset Management, LLC 0.01% Add +1.3% 9,028 $2.2M
Phoenix Financial Ltd. 0.03% Reduce -95.3% 9,000 $2.2M
Turtle Creek Wealth Advisors, LLC 0.19% Reduce -3.8% 8,897 $2.1M
Spire Wealth Management 0.07% Reduce -38.0% 8,886 $2.1M
Camelot Technology Advisors, Inc. 1.71% Reduce -23.8% 8,884 $2.1M
Cary Street Partners Financial LLC 0.05% Reduce -1.3% 8,771 $2.1M
Pine Valley Investments Ltd Liability Co 0.11% Add +8.3% 8,764 $2.1M
Curat Global, LLC 1.95% No change 8,674 $2.1M
IFG Advisory, LLC 0.09% Reduce -7.2% 8,619 $2.1M
Laurel Wealth Advisors LLC 0.29% Add +2.3% 8,599 $2.1M
Advisory Resource Group 0.37% Add +1.8% 8,511 $2.0M
Rovin Capital /Ut/ 0.56% Add +1.9% 8,496 $2.0M
First Manhattan Co. Llc. 0.01% Reduce -7.8% 8,426 $2.0M
Essex LLC 0.37% Add +7.3% 8,425 $2.0M
Mechanics Bank Trust Department 0.28% Reduce -7.6% 8,425 $2.0M
Redwood Financial Network Corp 1.28% Reduce -5.1% 8,406 $2.0M
Frank, Rimerman Advisors LLC 0.13% No change 8,399 $2.0M
Gotham Asset Management 0.01% No change 8,384 $2.0M
Proffitt & Goodson Inc. 0.29% Reduce -6.1% 8,319 $2.0M
Harbour Investments, Inc. 0.04% Reduce -5.7% 8,243 $2.0M
Hansen & Associates Financial Group, Inc. 0.82% New 8,212 $2.0M
Summit Trail Advisors, LLC 0.03% Add +0.4% 8,116 $1.9M
Bfsg, LLC 0.19% Reduce -5.3% 8,096 $1.9M
Avidian Wealth Enterprises, LLC 0.07% Reduce -8.1% 7,986 $1.9M
Calamos Wealth Management LLC 0.07% Add +1.2% 7,913 $1.9M
Agate Pass Investment Management, LLC 0.72% Reduce -5.5% 7,847 $1.9M
Centennial Bank 0.73% Add +485.9% 7,798 $1.9M
Clarus Wealth Advisors 0.83% Add +2.1% 7,843 $1.9M
Global Retirement Partners, LLC 0.04% Reduce -38.3% 7,773 $1.9M
NewEdge Wealth, LLC 0.03% Add +0.5% 7,652 $1.8M
Avior Wealth Management, LLC 0.06% Reduce -10.5% 7,688 $1.8M
10Elms LLP 1.90% Reduce -1.5% 7,673 $1.8M
Bangor Savings Bank 0.15% Reduce -4.3% 7,659 $1.8M
One Charles Private Wealth Services, LLC 0.48% Add +10.3% 7,653 $1.8M
Western Wealth Management, LLC 0.10% Add +0.1% 7,625 $1.8M
Valmark Advisers, Inc. 0.02% Reduce -0.1% 7,594 $1.8M
HBW Advisory Services LLC 0.20% Reduce -6.5% 7,537 $1.8M
Atticus Wealth Management, LLC 0.46% Reduce -0.2% 7,522 $1.8M
Capital Investment Counsel, LLC 0.27% Add +10.5% 7,510 $1.8M
CIBC Private Wealth Group LLC 0.00% Reduce -4.8% 7,423 $1.8M
Cullen/Frost Bankers, Inc. 0.02% Add +3.6% 7,413 $1.8M
M3 Advisory Group, LLC 1.11% Add +2.5% 7,411 $1.8M
Fifth Third Wealth Advisors LLC 0.07% Add +9.1% 7,383 $1.8M
Narus Financial Partners, LLC 0.48% Reduce -6.3% 7,331 $1.8M
Global View Capital Management LLC 0.37% New 7,277 $1.7M
Fulcrum Equity Management 1.76% Add +85.4% 7,231 $1.7M
Abbot Financial Management, Inc. 0.74% Reduce -8.8% 7,225 $1.7M
Citizens Financial Group Inc. 0.02% Add +22.3% 7,222 $1.7M
Maridea Wealth Management LLC 0.27% New 7,269 $1.7M
Rothschild Capital Partners, LLC 0.41% Add +352.3% 7,164 $1.7M
Kingstone Capital Partners Texas, LLC 0.99% Add +38.8% 7,143 $1.7M
DSG Capital Advisors, LLC 0.27% No change 7,124 $1.7M
Wulff, Hansen & Co. 1.46% Reduce -0.0% 7,089 $1.7M
Orion Porfolio Solutions, LLC 0.01% Add +2.9% 7,083 $1.7M
AE Wealth Management LLC 0.01% Reduce -7.8% 7,048 $1.7M
Monetary Management Group Inc. 0.38% Add +3.7% 6,955 $1.7M
Montecito Bank & Trust 0.26% — 6,899 $1.7M
Country Club Bank 0.10% Reduce -0.5% 6,853 $1.6M
Simplicity Wealth,LLC 0.10% Reduce -38.7% 6,857 $1.6M
Ledyard National Bank 0.15% Reduce -1.4% 6,847 $1.6M
Wilmington Savings Fund Society, FSB 0.04% Reduce -28.5% 6,827 $1.6M
Plimoth Trust Co. LLC 0.37% Reduce -5.1% 6,775 $1.6M
Bessemer Group Inc. 0.00% Add +1.6% 6,775 $1.6M
IFP Advisors, Inc 0.04% Reduce -2.1% 6,742 $1.6M
Synovus Financial Corp. 0.02% Add +8.8% 6,677 $1.6M
Regal Investment Advisors LLC 0.10% Add +109.1% 6,665 $1.6M
Madden Advisory Services, Inc. 0.67% Add +1.4% 6,646 $1.6M
Crestwood Advisors Group, LLC 0.03% Add +2.4% 6,588 $1.6M
Wedbush Securities Inc. 0.05% Reduce -2.0% 6,574 $1.6M
Kovack Advisors, Inc. 0.15% Reduce -1.0% 6,543 $1.6M
Runnymede Capital Advisors, Inc. 1.29% Reduce -0.1% 6,520 $1.6M
Neuberger Berman Group LLC 0.00% Add +6.8% 6,518 $1.6M
Ieq Capital, LLC 0.00% Add +34.1% 6,516 $1.6M
MKT Advisors LLC 0.58% Add +0.2% 6,474 $1.6M
Belpointe Asset Management LLC 0.06% Add +9.5% 6,506 $1.6M
Cohen & Steers, Inc. 0.00% No change 6,500 $1.6M
Wealthfront Advisers LLC 0.00% Reduce -4.3% 6,490 $1.6M
CWA Asset Management Group, LLC 0.06% Reduce -0.7% 6,464 $1.5M
Wesbanco Bank Inc. 0.04% New 6,452 $1.5M
First Business Financial Services, Inc. 0.14% No change 6,451 $1.5M
Vontobel Holding Ltd. 0.00% Add +69.7% 6,392 $1.5M
Nations Financial Group Inc, /Ia/ 0.10% Reduce -5.0% 6,377 $1.5M
Tocqueville Asset Management L.P. 0.02% No change 6,300 $1.5M
Great Valley Advisor Group, Inc. 0.03% Reduce -1.1% 6,283 $1.5M
Horizon Financial Services, LLC 0.72% Reduce -28.8% 6,279 $1.5M
Whittier Trust Co. of Nevada Inc. 0.03% Reduce -10.1% 6,303 $1.5M
C2C Wealth Management, LLC 1.29% No change 6,253 $1.5M
GTS Securities LLC 0.06% New 6,244 $1.5M
Purus Wealth Management, LLC 0.48% Reduce -3.1% 6,212 $1.5M
Birchcreek Wealth Management, LLC 0.77% Reduce -1.1% 6,194 $1.5M
Per Stirling Capital Management, LLC. 0.18% New 6,185 $1.5M
James Investment Research, Inc. 0.16% Reduce -1.6% 6,079 $1.5M
Perennial Investment Advisors, LLC 0.12% Reduce -0.8% 6,021 $1.4M
Shepherd Financial Partners LLC 0.14% No change 6,019 $1.4M
Afg Fiduciary Services Limited Partnership 0.84% Reduce -0.3% 5,974 $1.4M
Pines Wealth Management, LLC 0.49% Reduce -1.5% 6,003 $1.4M
Kanawha Capital Management LLC 0.10% Reduce -5.7% 5,989 $1.4M
Sentinel Trust Co. Lba 0.15% No change 5,986 $1.4M
Luminist Capital LLC 1.25% Add +170.0% 9,955 $1.4M
Roberts Wealth Advisors, LLC 0.38% Reduce -1.2% 5,935 $1.4M
Oak Family Advisors, LLC 0.46% Add +5.3% 5,933 $1.4M
Moneta Group Investment Advisors LLC 0.01% Reduce -11.8% 5,904 $1.4M
Provident Co of the Employees of the Hebrew University LTD 1.41% New 5,909 $1.4M
Parallel Advisors, LLC 0.03% Add +13.3% 5,891 $1.4M
Prime Capital Investment Advisors, LLC 0.02% Reduce -1.2% 5,883 $1.4M
Baker Avenue Asset Management, LP 0.03% Reduce -82.1% 5,863 $1.4M
Ausdal Financial Partners, Inc. 0.07% Add +48.7% 5,833 $1.4M
Soltis Investment Advisors LLC 0.10% Reduce -7.7% 5,817 $1.4M
First Wilshire Securities Management Inc. 0.37% No change 5,798 $1.4M
Allworth Financial LP 0.01% Add +14.5% 5,656 $1.4M
Corsicana & Co. 0.76% — 5,610 $1.3M
Capitol Family Office, Inc. 1.61% Add +1.9% 5,536 $1.3M
Country Trust Bank 0.03% Reduce -3.6% 5,495 $1.3M
Signet Financial Management, LLC 0.15% Reduce -12.3% 5,447 $1.3M
Elevation Point Wealth Partners, LLC 0.09% Reduce -60.1% 5,437 $1.3M
Vestmark Advisory Solutions, Inc. 0.02% New 5,437 $1.3M
Kingsview Wealth Management, LLC 0.02% Reduce -93.7% 5,430 $1.3M
Wealthcare Advisory Partners LLC 0.03% Add +14.6% 5,376 $1.3M
Arete Wealth Advisors, LLC 0.08% Add +9.8% 5,350 $1.3M
Journey Advisory Group, LLC 0.09% No change 5,339 $1.3M
Wealthspire Advisors, LLC 0.01% Reduce -11.1% 5,244 $1.3M
World Investment Advisors 0.03% Reduce -23.5% 5,239 $1.3M
Gsa Capital Partners LLP 0.10% Add +20.1% 5,224 $1.3M
Quadcap Wealth Management, LLC 0.15% Reduce -1.0% 5,163 $1.2M
NorthCoast Asset Management LLC 0.00% Reduce -3.7% 5,128 $1.2M
City Holding Co. 0.15% No change 5,115 $1.2M
Live Oak Investment Partners 0.81% Add +11.8% 5,105 $1.2M
Credit Agricole S A 0.00% — 5,078 $1.2M
Pure Financial Advisors, LLC 0.02% Reduce -2.0% 5,007 $1.2M
Bailard, Inc. 0.03% No change 5,000 $1.2M
Bristlecone Advisors, LLC 0.10% No change 4,996 $1.2M
Transamerica Financial Advisors, LLC 0.10% Add +16.1% 4,985 $1.2M
Constant Guidance Financial LLC 0.95% New 4,954 $1.2M
Institute for Wealth Management, LLC. 0.12% Reduce -2.6% 4,927 $1.2M
Golden State Wealth Management, LLC 0.13% Add +0.0% 4,912 $1.2M
Invst, LLC 0.13% Reduce -79.6% 4,909 $1.2M
Rwa Wealth Partners, LLC 0.01% Add +2.4% 4,886 $1.2M
Perigon Wealth Management, LLC 0.02% Add +3.0% 4,885 $1.2M
Byrne Financial Freedom, LLC 0.58% Reduce -47.1% 4,824 $1.2M
Ashton Thomas Securities, LLC 0.16% Add +0.3% 4,802 $1.2M
Smith Salley Wealth Management 0.06% Add +2.6% 4,784 $1.1M
Financial & Tax Architects, LLC 0.25% Add +17.5% 4,761 $1.1M
St. Johns Investment Management Company, LLC 0.48% Add +1.4% 4,754 $1.1M
Mission Creek Capital Partners, Inc. 0.23% Reduce -1.1% 4,752 $1.1M
Summit Financial, LLC 0.02% Reduce -75.2% 4,751 $1.1M
Delta Financial Advisors LLC 0.32% New 4,750 $1.1M
Sherman Asset Management, Inc. 0.98% Add +0.1% 4,749 $1.1M
Mirador Capital Partners LP 0.16% Reduce -4.5% 4,721 $1.1M
Cornerstone National Bank & Trust Co 0.46% Reduce -0.2% 4,703 $1.1M
Beacon Financial Advisory LLC 0.26% Reduce -0.9% 4,682 $1.1M
Rothschild Wealth LLC 0.24% Reduce -1.4% 4,659 $1.1M
SCS Capital Management LLC 0.01% Add +0.9% 4,653 $1.1M
Calton & Associates, Inc. 0.17% No change 4,648 $1.1M
Freedom Investment Management, Inc. 0.29% Reduce -81.6% 4,627 $1.1M
Cabana LLC 6.77% Reduce -18.6% 4,618 $1.1M
Mendel Capital Management LLC 0.57% Add +2.7% 4,560 $1.1M
Level Four Advisory Services, LLC 0.04% Add +6.4% 4,559 $1.1M
V2 Financial group LLC 0.60% No change 4,550 $1.1M
Navellier & Associates Inc. 0.11% New 4,550 $1.1M
Flagship Harbor Advisors, LLC 0.05% Reduce -37.8% 4,542 $1.1M
Ally Invest Advisors Inc. 0.08% Add +3.4% 4,454 $1.1M
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -0.0% 4,417 $1.1M
Mgo One Seven LLC 0.02% Add +61.5% 4,401 $1.1M
Thomasville National Bank 0.07% No change 4,368 $1.0M
E&G Advisors, LLC 0.24% Add +5.5% 4,363 $1.0M
Gladstone Institutional Advisory LLC 0.04% Add +18.4% 4,341 $1.0M
Bradley Foster & Sargent Inc. 0.02% Add +2.2% 4,333 $1.0M
Koshinski Asset Management, Inc. 0.07% Reduce -1.2% 4,302 $1.0M
Childress Capital Advisors, LLC 0.19% No change 4,300 $1.0M
United Capital Financial Advisors, LLC 0.01% Reduce -9.4% 4,261 $1.0M
Kagan Cocozza Asset Management 0.77% Reduce -7.9% 4,222 $1.0M
SummitTX Capital, L.P. 0.04% New 4,210 $1.0M
Private Wealth Advisors, LLC 0.38% Add +0.2% 4,185 $1.0M
Scotia Capital Inc. 0.00% Reduce -1.6% 4,171 $1000K
Keel Point, LLC 0.06% Add +43.8% 4,149 $994K
Biondo Investment Advisors, LLC 0.12% New 4,135 $991K
Schrum Private Wealth Management LLC 0.72% Reduce -1.2% 4,122 $988K
Harbor Investment Advisory, LLC 0.08% Reduce -0.1% 4,090 $980K
GenTrust, LLC 0.04% Reduce -62.2% 4,074 $976K
Moulton Wealth Management, Inc. 0.71% Add +1.8% 4,061 $973K
Vishria Bird Financial Group, LLC 0.19% No change 4,030 $966K
Quantbot Technologies LP 0.03% New 4,030 $966K
Williams Jones Wealth Management, LLC. 0.01% Reduce -0.1% 4,030 $966K
SVB Wealth LLC 0.05% No change 3,971 $952K
Acorn Financial Advisory Services Inc. 0.15% Add +24.8% 3,957 $948K
Integrity Alliance, Llc. 0.04% Reduce -0.6% 3,931 $942K
Providence First Trust Co 0.33% Add +7.8% 3,931 $942K
ExodusPoint Capital Management, LP 0.01% Reduce -96.5% 3,922 $940K
New Wave Wealth Advisors LLC 0.36% Reduce -59.6% 3,872 $928K
Vista Investment Management 0.32% No change 3,869 $927K
Advyzon Investment Management, LLC 0.16% Add +8.3% 3,866 $927K
Archford Capital Strategies, LLC 0.11% No change 3,863 $926K
Capital Analysts, LLC 0.03% Add +8.4% 3,846 $922K
Cassaday & Co Wealth Management LLC 0.02% Reduce -2.9% 3,836 $919K
Ingalls & Snyder LLC 0.03% Add +0.0% 3,837 $919K
Credit Industriel Et Commercial 0.21% Reduce -79.3% 3,827 $917K
Counterweight Ventures, LLC 0.54% New 3,823 $916K
First Citizens Financial Corp 0.45% Add +12.8% 3,768 $903K
Alpha Wealth Funds, LLC 0.74% Reduce -10.1% 3,758 $901K
OneDigital Investment Advisors LLC 0.01% Add +0.9% 3,728 $893K
Founders Financial Alliance, LLC 0.17% Add +0.4% 3,663 $878K
KDK Private Wealth Management, LLC 0.88% Reduce -4.5% 3,640 $872K
Integral Investment Advisors, Inc. 0.23% No change 3,634 $871K
Phillips Wealth Planners LLC 0.71% Reduce -2.8% 3,559 $854K
Silver Oak Securities, Incorporated 0.06% Reduce -15.2% 3,557 $852K
Financial Engines Advisors L.L.C. 0.00% Add +3.3% 3,554 $852K
Nixon Peabody Trust Co. 0.06% Add +7.6% 3,552 $851K
Greenleaf Trust 0.01% Add +0.7% 3,546 $850K
Oxler Private Wealth LLC 0.25% Add +0.2% 3,524 $844K
Exencial Wealth Advisors, LLC 0.03% Add +0.6% 3,494 $837K
McHugh Group, LLC 0.50% No change 3,475 $833K
Roman Butler Fullerton & Co. 0.22% Add +20.6% 3,468 $829K
Rockingstone Advisors LLC 0.41% No change 3,439 $824K
Savant Capital, LLC 0.00% Reduce -4.2% 3,385 $811K
Circle Wealth Management, LLC 0.02% Add +16.0% 3,361 $805K
Stratos Wealth Advisors, LLC 0.04% Reduce -2.1% 3,359 $805K
Wealthgarden F.S. LLC 0.57% Add +49.5% 3,400 $803K
Athena Investment Management 0.42% No change 3,350 $803K
Rehmann Capital Advisory Group 0.04% Add +3.9% 3,347 $802K
First Citizens Bank & Trust Co. 0.02% Add +39.1% 3,328 $798K
CENTRAL TRUST Co 0.02% Add +0.8% 3,312 $794K
McAdam, LLC 0.04% Add +15.7% 3,286 $787K
First National Trust Co 0.03% Reduce -2.2% 3,279 $786K
Partners Wealth Management, LLC 0.76% Add +0.3% 3,208 $769K
Occidental Asset Management, LLC 0.10% Reduce -11.0% 3,199 $766K
Clarius Group, LLC 0.05% No change 3,188 $764K
Tidal Investments LLC 0.00% Add +147.0% 3,184 $763K
WT Wealth Management 0.22% Add +6.8% 3,178 $762K
Kwmg, LLC 0.07% Reduce -4.9% 3,177 $761K
Clare Market Investments LLC 0.15% Reduce -18.0% 3,175 $761K
Verition Fund Management LLC 0.00% No change 3,150 $755K
Bryn Mawr Trust Advisors, LLC 0.04% Reduce -7.1% 3,147 $754K
Apollon Financial, LLC 0.13% Add +2.8% 3,139 $752K
Fenimore Asset Management Inc 0.02% No change 3,138 $752K
Apexium Financial, LP 0.04% Reduce -3.3% 3,129 $750K
Insight Advisors, LLC/ PA 0.11% Reduce -0.1% 3,089 $741K
Axxcess Wealth Management, LLC 0.02% Reduce -24.3% 3,086 $740K
Farther Finance Advisors, LLC 0.01% Add +47.1% 3,071 $736K
City Center Advisors, LLC 0.71% New 3,067 $735K
KPP Advisory Services LLC 0.11% Reduce -4.8% 3,058 $733K
Legacy Private Trust Co. 0.04% Reduce -16.0% 3,040 $729K
Fiduciary Trust Co 0.01% Add +0.3% 3,030 $726K
China Universal Asset Management Co., Ltd. 0.06% No change 3,015 $723K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -7.0% 3,012 $722K
Capstone Wealth Management Group LLC 0.46% No change 3,008 $721K
Empirical Asset Management, LLC 0.20% Add +2.6% 2,979 $714K
Personal Cfo Solutions, LLC 0.12% Reduce -27.8% 2,972 $712K
Lunt Capital Management, Inc. 0.27% New 2,959 $709K
Mma Asset Management LLC 0.24% Add +7.3% 2,952 $707K
Burford Brothers, Inc. 0.30% Add +12.0% 2,944 $706K
Moors & Cabot, Inc. 0.03% Add +28.5% 2,934 $703K
Main Street Financial Solutions, LLC 0.04% Add +34.1% 2,924 $701K
Capital Advisors, Ltd. LLC 0.08% No change 2,901 $695K
Loudon Investment Management, LLC 0.36% New 2,880 $690K
tru Independence LLC 0.18% Reduce -5.0% 2,868 $687K
Kraft, Davis & Associates, LLC 0.17% Reduce -3.4% 2,841 $682K
Lynch & Associates 0.13% No change 2,834 $679K
Arrow Financial Corp 0.07% Reduce -9.2% 2,821 $676K
Pinnacle Financial Partners Inc 0.02% Add +1.8% 2,814 $674K
Thompson Davis & Co., Inc. 0.42% Reduce -1.6% 2,807 $673K
NWF Advisory Services Inc. 0.07% Add +18.7% 2,805 $672K
Watts Gwilliam & Co., LLC 0.11% No change 2,801 $671K
Silverlake Wealth Management LLC 0.16% Add +123.6% 2,791 $669K
M.E. Allison & Co., Inc. 0.47% Add +3.9% 2,776 $665K
Baldwin Wealth Partners LLC 0.04% No change 2,770 $664K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +78.2% 2,782 $662K
Fourpath Capital Management, LLC 0.09% Add +9.8% 2,760 $661K
Promus Capital, LLC 0.42% No change 2,755 $660K
Sage Capital Management, LLC 0.30% Add +0.2% 2,753 $660K
Milestone Asset Management, LLC 0.12% Reduce -1.0% 2,744 $658K
Signature Estate & Investment Advisors LLC 0.01% Reduce -2.6% 2,733 $655K
Burns J W & Co. Inc. 0.07% Reduce -0.5% 2,727 $653K
Whitener Capital Management, Inc. 0.16% Reduce -0.2% 2,712 $650K
Richard W. Paul & Associates, LLC 0.22% Reduce -2.7% 2,701 $647K
Councilmark Asset Management, LLC 0.37% No change 2,700 $647K
Fiduciary Alliance LLC 0.04% Add +7.5% 2,696 $646K
Yukon Wealth Management, Inc. 0.21% Add +0.1% 2,693 $645K
Prostatis Group LLC 0.16% Reduce -3.0% 2,693 $645K
Tempus Wealth Planning, LLC 0.15% Add +1.3% 2,674 $641K
CHICAGO TRUST Co NA 0.09% No change 2,668 $639K
Davies Financial Advisors, Inc. 0.51% Reduce -9.4% 2,642 $633K
International Assets Investment Management, LLC 0.05% No change 2,896 $632K
Ameritas Advisory Services, LLC 0.04% Reduce -78.9% 2,613 $626K
Destiny Wealth Partners, LLC 0.08% No change 2,602 $624K
Meridian Wealth Advisors, LLC 0.09% No change 2,600 $623K
Clearstead Advisors, LLC 0.01% Add +1.6% 2,585 $619K
Stonebrook Private Inc. 0.13% Add +12.4% 2,578 $618K
Insigneo Advisory Services, LLC 0.04% Add +2.6% 2,574 $617K
Optas, LLC 0.10% No change 2,522 $604K
Russell Investments Group, Ltd. 0.00% Add +8.6% 2,508 $601K
Modern Wealth Management, LLC 0.01% Add +85.6% 2,481 $595K
Whalerock Point Partners, LLC 0.12% No change 2,444 $586K
Argent Trust Co 0.02% Reduce -0.3% 2,442 $585K
Chemistry Wealth Management LLC 0.11% No change 2,435 $584K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% New 2,432 $583K
FineMark National Bank & Trust 0.02% Reduce -12.7% 2,424 $581K
Stock Yards Bank & Trust Co. 0.02% Reduce -5.0% 2,416 $579K
Fjell Capital, LLC 0.51% Add +141.5% 2,408 $577K
Joseph P. Lucia & Associates, LLC 0.22% Reduce -2.6% 2,388 $572K
Kathmere Capital Management, LLC 0.04% Reduce -1.3% 2,373 $569K
Ascent Group, LLC 0.02% Add +6.7% 2,366 $567K
Ranch Capital Advisors Inc. 0.22% Add +0.1% 2,336 $560K
Wedmont Private Capital 0.02% Add +0.1% 2,372 $559K
Capstone Investment Advisors, LLC 0.01% Add +43.5% 2,329 $558K
Allie Family Office LLC 0.26% No change 2,320 $556K
Legacy Capital Group California, Inc. 0.14% Add +43.1% 2,319 $556K
Westside Investment Management, Inc. 0.09% Add +3.5% 2,305 $554K
Delta Capital Management LLC 0.29% No change 2,300 $551K
Campion Asset Management 0.39% Add +1.9% 2,287 $548K
Allen Investment Management, LLC 0.01% No change 2,278 $546K
Chilton Capital Management LLC 0.02% Reduce -1.3% 2,276 $545K
Pitcairn Co. 0.04% No change 2,260 $542K
Blue Chip Partners, LLC 0.04% Reduce -1.7% 2,259 $541K
Mill Creek Capital Advisors, LLC 0.01% Add +0.0% 2,259 $541K
Coldstream Capital Management Inc. 0.01% Reduce -8.6% 2,243 $538K
Signature Wealth Management Partners, LLC 0.28% No change 2,223 $533K
Regent Peak Wealth Advisors LLC 0.11% — 2,219 $532K
Astra Wealth Partners LLC 0.37% Add +1.1% 2,219 $532K
Pacific Sun Financial Corp 0.26% No change 2,206 $529K
Sovran Advisors, LLC 0.05% Reduce -0.8% 2,252 $526K
Eastern Bank 0.01% Reduce -0.3% 2,186 $524K
Waterloo Capital, L.P. 0.04% Add +31.9% 2,173 $521K
King Luther Capital Management Corp. 0.00% Reduce -0.7% 2,165 $519K
Nadler Financial Group, Inc. 0.05% Add +0.5% 2,163 $518K
Apollon Wealth Management, LLC 0.01% Add +18.1% 2,137 $512K
Johnson Financial Group, Inc. 0.02% No change 2,130 $510K
Vident Advisory, LLC 0.01% New 2,124 $509K
Fearless Solutions, LLC dba Best Invest 0.32% Add +3.5% 2,088 $500K
ELCO Management Co., LLC 0.26% New 2,075 $497K
Private Trust Co. NA 0.04% Reduce -7.0% 2,068 $496K
Secure Asset Management, LLC 0.08% Add +8.0% 2,051 $495K
Financial Consulate, Inc. 0.07% Reduce -8.9% 2,052 $492K
Sage Capital Advisors,llc 0.12% Reduce -1.0% 2,048 $491K
Rollins Financial Advisors, LLC 0.07% Reduce -28.3% 2,039 $489K
MRWM Advisors, LLC 0.28% No change 2,035 $488K
IFC Advisors LLC 0.09% Add +0.2% 2,032 $487K
Aptus Capital Advisors, LLC 0.00% Add +16.6% 2,031 $487K
Venture Visionary Partners LLC 0.02% Add +8.9% 2,014 $483K
Wealth Architects, LLC 0.05% No change 2,014 $483K
Flow Traders U.S. LLC 0.02% New 2,006 $481K
EPG Wealth Management LLC 0.13% Reduce -3.5% 2,006 $481K
Lake Street Private Wealth, LLC 0.06% Reduce -0.8% 2,004 $480K
Consolidated Portfolio Review Corp 0.06% Reduce -1.3% 2,003 $480K
Stratos Investment Management, LLC 0.02% Add +2.9% 2,001 $480K
Strategic Family Wealth Counselors, L.L.C. 0.12% No change 2,000 $479K
Choate Investment Advisors 0.01% Reduce -4.1% 2,000 $479K
Bragg Financial Advisors, Inc 0.02% Reduce -2.8% 1,994 $478K
Avantax Planning Partners, Inc. 0.01% No change 1,989 $477K
Noesis Capital Mangement Corp. 0.07% Reduce -7.9% 1,988 $476K
Galvin, Gaustad & Stein, LLC 0.04% No change 1,980 $475K
Strategic Blueprint, LLC 0.02% New 1,976 $474K
Mullooly Asset Management, Inc. 0.18% Add +0.1% 1,977 $474K
RDA Financial Network 0.12% Add +94.3% 1,960 $470K
Legacy Financial Strategies, LLC 0.08% No change 1,950 $467K
Contravisory Investment Management, Inc. 0.09% Reduce -28.5% 1,947 $467K
Goelzer Investment Management, Inc. 0.02% Reduce -9.2% 1,946 $466K
Atala Financial Inc 0.29% New 4,135 $466K
Coppell Advisory Solutions LLC 0.05% Reduce -29.9% 1,936 $466K
Tyche Wealth Partners LLC 0.08% Reduce -1.1% 1,934 $464K
Fagan Associates, Inc. 0.06% Reduce -1.3% 1,930 $463K
Tiller Private Wealth, Inc. 0.16% Add +0.5% 1,929 $462K
L & S Advisors Inc 0.05% New 1,924 $461K
Gallacher Capital Management LLC 0.18% Reduce -2.5% 1,921 $460K
Swmg, LLC 0.14% Reduce -7.4% 1,930 $460K
Bensler, LLC 0.05% No change 1,910 $458K
Frisch Financial Group, Inc. 0.11% Add +0.4% 1,903 $456K
Alpine Woods Capital Investors, LLC 0.11% No change 1,900 $455K
Elevatus Welath Management 0.13% Add +0.2% 1,876 $450K
Glen Eagle Advisors, LLC 0.06% Add +21.0% 1,872 $449K
Arista Wealth Management, LLC 0.06% No change 1,870 $448K
Trust Point Inc. 0.04% No change 1,870 $448K
Ameritas Investment Partners, Inc. 0.01% Add +448.8% 1,866 $447K
Jackson Hole Capital Partners, LLC 0.08% Reduce -0.3% 1,862 $446K
Berger Financial Group, Inc 0.03% No change 1,854 $444K
JNBA Financial Advisors 0.04% No change 1,851 $444K
LVM Capital Management Ltd. 0.04% No change 1,843 $442K
Dearborn Partners LLC 0.02% Reduce -7.5% 1,839 $441K
Wealthstar Advisors, LLC 0.17% Add +3.1% 1,822 $437K
University of Texas/Texas Am Investment Management Co. 0.06% Add +219.9% 1,817 $435K
SeaCrest Wealth Management, LLC 0.05% Reduce -6.8% 1,834 $434K
GWN Securities Inc. 0.10% Reduce -37.3% 1,789 $430K
Tableaux LLC 0.17% New 1,782 $427K
Rockland Trust Co. 0.02% Reduce -25.3% 1,781 $427K
Nikulski Financial, Inc. 0.11% Add +61.8% 1,777 $426K
Redhawk Wealth Advisors, Inc. 0.05% Reduce -10.6% 1,764 $423K
Private Wealth Partners, LLC 0.03% No change 1,754 $420K
Flywheel Private Wealth LLC 0.33% No change 1,753 $420K
HF Advisory Group, LLC 0.15% Add +6.5% 1,750 $420K
Endeavor Private Wealth, Inc. 0.13% New 1,738 $416K
L.M. Kohn & Company 0.50% Reduce -22.7% 1,737 $416K
Sollinda Capital Management LLC 0.11% New 1,731 $415K
Flputnam Investment Management Co. 0.01% Reduce -4.3% 1,729 $414K
Autumn Glory Partners, LLC 0.17% Add +0.1% 1,725 $413K
Seven Springs Wealth Group, LLC 0.10% No change 1,708 $409K
SkyOak Wealth, LLC 0.08% No change 1,699 $407K
Iyo Bank, Ltd. 0.15% No change 1,693 $406K
Bokf, NA 0.01% Reduce -2.0% 1,683 $403K
Everett Harris & Co. 0.01% No change 1,676 $402K
San Luis Wealth Advisors LLC 0.07% Add +33.8% 1,668 $400K
Hopwood Financial Services, Inc. 0.27% Add +26.1% 1,665 $399K
Mattern Wealth Management LLC 0.08% No change 1,658 $397K
Visionary Wealth Advisors 0.02% Reduce -4.3% 1,648 $395K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -0.7% 1,645 $394K
Heartwood Wealth Advisors LLC 0.04% Add +4.2% 1,637 $392K
STAR Financial Bank 0.23% No change 1,633 $391K
Sharkey, Howes & Javer 0.05% No change 1,630 $391K
Charter Oak Capital Management, LLC 0.03% Reduce -10.3% 1,629 $390K
Halbert Hargrove Global Advisors, LLC 0.02% Add +0.2% 1,629 $390K
Iron Gate Global Advisors LLC 0.04% Reduce -39.3% 1,625 $390K
United Advisor Group, LLC 0.05% Add +22.5% 1,624 $389K
Olistico Wealth, LLC 0.21% Reduce -1.0% 1,624 $389K
Community Bank, N.A. 0.05% No change 1,617 $387K
RMR Wealth Builders 0.03% Add +2.9% 1,611 $386K
Keystone Financial Group 0.03% Add +1.6% 1,608 $385K
UNIVEST FINANCIAL Corp 0.02% Reduce -13.4% 1,604 $384K
First United Bank & Trust 0.12% Reduce -38.5% 1,600 $383K
1900 Wealth Management LLC 0.03% Add +0.2% 1,598 $383K
Bay Rivers Group 0.16% Add +0.9% 1,596 $382K
Talisman Wealth Advisors LLC 0.31% Reduce -1.6% 1,584 $380K
Huntleigh Advisors, Inc. 0.06% Reduce -2.9% 1,579 $378K
Inscription Capital, LLC 0.04% Add +5.3% 1,565 $375K
Leuthold Group, LLC 0.04% New 1,564 $375K
One Capital Management, LLC 0.01% Add +3.7% 1,563 $375K
Westbourne Investments, Inc. 0.18% No change 999 $372K
Leeward Financial Partners, LLC 0.11% No change 1,550 $371K
Titleist Asset Management, LLC 0.03% Add +22.9% 1,544 $370K
Performance Wealth Partners, LLC 0.01% Add +3.6% 1,541 $369K
Elm Partners Management LLC 0.02% Add +2.2% 1,539 $369K
Spartan Planning & Wealth Management 0.29% Reduce -8.9% 1,537 $368K
Antonelli Financial Advisors, LLC 0.25% No change 1,525 $365K
PFG Investments, LLC 0.02% Add +2.3% 1,523 $365K
Thoroughbred Financial Services, LLC 0.02% Reduce -0.8% 1,521 $364K
Journey Strategic Wealth LLC 0.01% Reduce -20.7% 1,515 $363K
Sagespring Wealth Partners, LLC 0.01% Reduce -1.2% 1,501 $360K
Arlington Capital Management, Inc. 0.23% Add +6.7% 1,500 $359K
Cullen Capital Management, LLC 0.00% Add +39.0% 1,493 $358K
Haverford Trust Co 0.00% Add +0.5% 1,493 $358K
Doliver Advisors, LP 0.09% New 1,490 $357K
Murphy & Mullick Capital Management Corp 0.26% Add +157.5% 1,496 $356K
Resolute Wealth Strategies, LLC 0.16% Add +0.2% 1,481 $355K
SYM FINANCIAL Corp 0.04% No change 1,479 $354K
Modera Wealth Management, LLC 0.00% Reduce -2.3% 1,478 $354K
MPS Loria Financial Planners, LLC 0.09% Add +0.1% 1,476 $354K
Consolidated Capital Management, LLC 0.13% Reduce -2.3% 1,475 $353K
Graves Light Lenhart Wealth, Inc. 0.04% No change 1,475 $353K
James J. Burns & Company, LLC 0.05% No change 1,474 $353K
Balefire, LLC 0.07% New 1,474 $353K
Penobscot Wealth Management 0.11% Reduce -17.4% 1,470 $352K
Blue Trust, Inc. 0.00% Add +10.8% 1,468 $352K
Aries Wealth Management 0.08% No change 1,465 $351K
Tsfg, LLC 0.06% Add +0.4% 1,460 $350K
American State Bank (Iowa) 0.18% No change 1,458 $349K
Balboa Wealth Partners 0.06% Add +7.7% 1,457 $349K
Brighton Jones LLC 0.01% Add +27.2% 1,453 $348K
American Trust 0.03% New 1,445 $346K
Capital Square, LLC 0.18% Add +8.4% 1,439 $345K
Worth Asset Management, LLC 0.15% Add +23.1% 1,437 $344K
Latitude Advisors, LLC 0.16% Reduce -5.1% 1,435 $344K
Luts & Greenleigh Group, Inc. 0.31% No change 1,431 $343K
DF Dent & Co. Inc. 0.00% No change 1,431 $343K
Smith, Moore & Co. 0.03% Add +0.7% 1,419 $340K
OneAscent Family Office, LLC 0.28% Add +25.5% 1,416 $339K
Fifth Third Securities, Inc. 0.02% No change 1,415 $339K
Icon Wealth Advisors, LLC 0.02% No change 1,390 $333K
Caldwell Sutter Capital, Inc. 0.14% No change 1,387 $332K
BIP Wealth, LLC 0.02% No change 1,387 $332K
Ironwood Financial, llc 0.06% Add +0.2% 1,382 $331K
Principal Securities, Inc. 0.01% Reduce -4.8% 1,374 $329K
Chicago Partners Investment Group LLC 0.01% Add +0.7% 1,361 $328K
Truvestments Capital LLC 0.06% Add +0.2% 1,367 $327K
LBMC Investment Advisors, LLC 0.02% No change 1,366 $327K
Horizon Wealth Management, LLC 0.05% No change 1,365 $327K
Mission Wealth Management, LP 0.01% No change 1,355 $325K
Moloney Securities Asset Management, LLC 0.04% Reduce -1.8% 1,354 $324K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +68.8% 1,350 $324K
Arlington Trust Co LLC 0.06% No change 1,342 $322K
Pension & Wealth Management Advisors, Inc. 0.10% No change 1,335 $320K
Severin Investments, LLC 0.28% Add +5.0% 1,334 $320K
River Wealth Advisors LLC 0.04% Reduce -4.3% 1,331 $319K
GC Wealth Management RIA, LLC 0.01% Add +23.5% 1,330 $319K
Midland Wealth Advisors, LLC 0.02% No change 1,325 $318K
Clear Street Group Inc. 0.00% — 1,323 $317K
Elevated Capital Advisors, LLC 0.08% Add +0.1% 1,316 $315K
Broadleaf Partners, LLC 0.07% No change 1,316 $315K
Claro Advisors Inc. 0.05% Add +38.5% 1,312 $314K
Empower Advisory Group, LLC 0.00% Reduce -6.5% 1,306 $313K
Manchester Capital Management LLC 0.04% Add +8.2% 1,305 $313K
Stillwater Wealth Management Group 0.22% — 1,300 $312K
LFA - Lugano Financial Advisors SA 0.16% No change 1,300 $312K
Hurlow Wealth Management Group, Inc. 0.08% No change 1,295 $310K
Diligent Investors, LLC 0.08% Reduce -1.5% 1,287 $308K
Foster Victor Wealth Advisors, LLC 0.02% No change 1,296 $308K
Great Lakes Advisors, LLC 0.00% No change 1,286 $308K
TBH Global Asset Management, LLC 0.06% New 1,285 $308K
Sierra Capital LLC 0.03% No change 1,281 $307K
Albion Financial Group 0.02% No change 1,281 $307K
Bedell Frazier Investment Counselling, LLC 0.06% Add +33.6% 1,280 $307K
Parisi Gray Wealth Management 0.08% Add +0.2% 1,278 $306K
Brown Brothers Harriman & Co. 0.00% Reduce -29.8% 1,272 $305K
Midwest Financial Group LLC 0.14% Add +0.2% 1,263 $303K
USA Financial Formulas 0.05% Reduce -33.5% 1,259 $302K
Element Wealth, LLC 0.13% No change 1,256 $301K
F/m Investments LLC 0.01% Add +22.9% 1,255 $301K
Stanich Group LLC 0.18% Reduce -3.9% 1,245 $298K
Farmers National Bank 0.07% Reduce -0.6% 1,242 $298K
Moss Adams Wealth Advisors LLC 0.02% No change 1,230 $295K
Purkiss Capital Advisors LLC 0.14% New 1,230 $295K
Wetzel Investment Advisors, Inc. 0.13% Reduce -12.7% 1,225 $294K
Independent Advisor Alliance 0.01% Add +5.1% 1,225 $294K
HBK Sorce Advisory LLC 0.01% Add +16.3% 1,249 $293K
WP Advisors, LLC 0.07% Add +0.3% 1,219 $292K
Silvercrest Asset Management Group LLC 0.00% No change 1,217 $292K
Ballentine Partners, LLC 0.00% No change 1,213 $291K
Wellington Management Group LLP 0.00% Reduce -75.2% 1,211 $290K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -3.2% 1,209 $290K
American National Bank & Trust 0.03% Reduce -4.2% 1,208 $289K
Acorn Creek Capital LLC 0.11% Reduce -0.5% 1,207 $289K
Obsidian Cio, LLC 0.04% Add +0.3% 1,204 $289K
Trifecta Capital Advisors, LLC 0.04% No change 1,200 $288K
Manhattan West Asset Management, LLC 0.06% Reduce -15.0% 1,192 $286K
Plante Moran Financial Advisors, LLC 0.02% Reduce -5.6% 1,187 $284K
Byrne Asset Management LLC 0.20% Add +0.8% 1,180 $283K
Naples Global Advisors, LLC 0.02% No change 1,177 $282K
MWA Asset Management 0.16% No change 1,173 $281K
Nvest Financial, LLC 0.16% New 1,173 $281K
SS&H Financial Advisors, Inc. 0.09% No change 1,167 $280K
Vise Technologies, Inc. 0.01% New 1,165 $279K
Texas Yale Capital Corp. 0.01% No change 1,161 $278K
Ascentis Independent Advisors 0.05% Reduce -6.0% 1,160 $278K
Beaumont Financial Advisors, LLC 0.02% No change 1,160 $278K
Florida Financial Advisors, LLC 0.09% Reduce -48.3% 1,154 $277K
Debussy Capital Management LP 0.04% Reduce -1.5% 1,148 $275K
Parsons Capital Management Inc. 0.02% Reduce -26.3% 1,148 $275K
SJS Investment Consulting Inc. 0.04% Add +1875.9% 1,146 $275K
Sterling Investment Management, LLC 0.17% Reduce -5.3% 1,146 $275K
One Day In July LLC 0.02% Reduce -1.0% 1,146 $275K
National Bank of Canada 0.00% Add +17.1% 1,144 $274K
TD Private Client Wealth LLC 0.01% Reduce -29.0% 1,135 $272K
Brooklyn Investment Group 0.04% Add +2546.8% 1,244 $272K
Confluence Wealth Services, Inc. 0.01% Add +6.6% 1,130 $271K
AllSquare Wealth Management LLC 0.14% No change 1,127 $270K
Ameriflex Group, Inc. 0.10% Add +2.6% 1,122 $269K
Northstar Financial Companies, Inc. 0.25% Reduce -6.1% 1,121 $269K
AlphaStar Capital Management, LLC 0.02% Reduce -98.3% 1,120 $269K
Straight Path Wealth Management 0.07% Add +0.1% 1,117 $268K
CMH Wealth Management LLC 0.06% Reduce -13.4% 1,117 $268K
Well Done, LLC 0.05% New 1,115 $267K
Ritholtz Wealth Management 0.01% Reduce -25.3% 1,106 $265K
Jaffetilchin Investment Partners, LLC 0.02% Add +0.1% 1,104 $265K
Vaughan David Investments LLC 0.01% Reduce -2.7% 1,103 $264K
T. Rowe Price Associates Inc. 0.00% No change 1,100 $264K
Peoples Bank 0.26% Reduce -24.4% 1,101 $264K
Norden Group LLC 0.03% Reduce -96.4% 1,101 $264K
BBR Partners, LLC 0.02% No change 1,098 $263K
Richmond Investment Services, LLC 0.05% New 1,091 $261K
Promethium Advisors,llc 0.15% No change 1,090 $261K
Alpine Global Management, LLC 0.07% Reduce -92.5% 1,085 $260K
Gryphon Financial Partners LLC 0.03% Add +9.0% 1,075 $258K
Zacks Investment Management 0.00% Add +13.4% 1,074 $257K
Alteri Wealth LLC 0.09% Reduce -4.7% 1,074 $257K
NFSG Corp 0.04% Reduce -11.2% 1,072 $257K
Independence Bank of Kentucky 0.03% Add +4.9% 1,067 $256K
VestGen Advisors, LLC 0.01% Add +14.9% 1,062 $255K
Gradient Investments LLC 0.00% Reduce -9.2% 1,062 $254K
EverSource Wealth Advisors, LLC 0.01% Add +5.9% 1,060 $254K
Key Client Fiduciary Advisors, LLC 0.09% Reduce -2.2% 1,060 $254K
Man Group plc 0.00% Reduce -75.5% 1,054 $253K
180 Wealth Advisors, LLC 0.03% Reduce -8.6% 1,053 $252K
Kaizen Financial Strategies 0.11% Add +0.1% 1,071 $252K
Howland Capital Management LLC 0.01% Reduce -27.9% 1,052 $252K
Annex Advisory Services, LLC 0.01% Reduce -7.8% 1,041 $249K
Stonehaven Wealth & Tax Solutions, LLC 0.23% Reduce -0.2% 1,037 $249K
McElhenny Sheffield Capital Management, LLC 0.06% No change 1,037 $249K
Flagstar Securities, Inc. 0.08% No change 1,028 $246K
Waldron Private Wealth LLC 0.01% No change 1,027 $246K
Cornerstone Wealth Management, LLC 0.01% Add +3.1% 1,025 $246K
Three Bridge Wealth Advisors, LLC 0.06% No change 1,020 $244K
Trust Co. of Vermont 0.01% Add +1.5% 1,020 $244K
LaSalle St. Investment Advisors, LLC 0.04% No change 1,014 $243K
Deutsche Bank AG 0.00% Reduce -4.7% 1,012 $243K
Tucker Asset Management LLC 0.07% Add +105.1% 1,009 $242K
Franklin Resources Inc. 0.00% No change 1,002 $240K
Obermeyer Wealth Partners 0.01% No change 1,000 $240K
Sunbelt Securities, Inc. 0.02% Reduce -6.7% 1,000 $240K
Toronto Dominion Bank 0.00% Add +10944.4% 994 $238K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Reduce -0.9% 989 $237K
Peoples Financial Services Corp. 0.11% No change 989 $237K
TD Waterhouse Canada Inc. 0.00% Add +7.5% 978 $236K
QRG Capital Management, Inc. 0.00% Reduce -56.5% 983 $236K
Braun Stacey Associates Inc. 0.01% No change 982 $235K
Axim Planning & Wealth 0.19% Reduce -5.1% 976 $234K
Marco Investment Management LLC 0.02% Reduce -0.5% 976 $234K
Fulton Bank, N.A. 0.01% No change 976 $234K
Two West Capital Advisors LLC 0.14% New 981 $233K
Bedel Financial Consulting, Inc. 0.03% Add +1.7% 972 $233K
Acropolis Investment Management, LLC 0.01% New 1,071 $233K
Clear Creek Financial Management, LLC 0.02% Reduce -7.2% 971 $233K
Bowman & Co S.C. 0.10% New 970 $233K
Williams & Novak, LLC 0.18% No change 964 $231K
Floyd Financial Group LLC 0.17% Reduce -7.3% 984 $230K
Avalon Capital Management 0.06% No change 960 $230K
Joel Isaacson & Co., LLC 0.01% No change 959 $230K
Keystone Wealth Services, LLC 0.05% Reduce -75.8% 953 $228K
Tranquility Partners, LLC 0.08% New 950 $228K
Ipsen Advisor Group LLC 0.16% Reduce -8.0% 949 $227K
FSM Wealth Advisors, LLC 0.03% No change 948 $227K
Carret Asset Management, LLC 0.02% No change 944 $226K
Castle Rock Wealth Management, LLC 0.05% Add +0.1% 937 $225K
Vigilare Wealth Management 0.08% Reduce -3.3% 938 $225K
Sound View Wealth Advisors Group, LLC 0.02% No change 930 $223K
Oakworth Capital, Inc. 0.01% Reduce -3.7% 929 $223K
Mezzasalma Advisors, LLC 0.06% No change 928 $222K
Avestar Capital, LLC 0.02% Add +0.1% 922 $221K
Cranbrook Wealth Management, LLC 0.04% Add +41.9% 922 $221K
New Millennium Group LLC 0.10% Add +802.0% 920 $220K
Lakeshore Financial Planning, Inc. 0.08% New 919 $220K
Principle Wealth Partners LLC 0.01% Reduce -16.1% 919 $220K
Lodestar Private Asset Management LLC 0.02% Reduce -14.5% 919 $220K
SouthState Bank Corp 0.01% Reduce -9.8% 916 $220K
Private Wealth Asset Management, LLC 0.03% Add +28.9% 915 $219K
Certuity, LLC 0.01% New 913 $219K
Wealthspire Retirement, LLC 0.01% New 911 $218K
Portus Wealth Advisors, LLC 0.22% — 910 $218K
Seelaus Asset Management LLC 0.18% New 910 $218K
Flagship Wealth Advisors, LLC 0.07% Reduce -1.4% 908 $218K
Americana Partners, LLC 0.01% New 908 $218K
Burling Wealth Partners, LLC 0.04% New 907 $217K
Precedent Wealth Partners, LLC 0.05% New 904 $217K
Hall Capital Management Co. Inc. 0.09% New 903 $216K
Leavell Investment Management, Inc. 0.01% New 902 $216K
Mindset Wealth Management, LLC 0.06% New 901 $216K
Caldwell Trust Co 0.02% No change 901 $216K
Mitchell Sinkler & Starr 0.10% New 900 $216K
Mine & Arao Wealth Creation & Management, LLC. 0.09% New 900 $216K
Archer Investment Corp 0.05% No change 899 $216K
Curi Capital, LLC 0.00% Reduce -4.0% 898 $215K
Westwood Wealth Management 0.08% New 895 $214K
ABLE Financial Group, LLC 0.05% New 891 $214K
Phillips Financial Management, LLC 0.01% Add +128.0% 889 $213K
JFS Wealth Advisors, LLC 0.01% Add +309.7% 889 $213K
GAMMA Investing LLC 0.01% Add +2.3% 889 $213K
Congress Asset Management Co. 0.00% New 888 $213K
SilverOak Wealth Management LLC 0.04% Reduce -20.0% 887 $213K
Federation des caisses Desjardins du Quebec 0.00% No change 885 $212K
SBI Securities Co., Ltd. 0.01% Reduce -0.6% 883 $212K
Facet Wealth, Inc. 0.00% New 883 $212K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% New 882 $211K
Peak Financial Management, Inc. 0.06% Reduce -10.2% 881 $211K
Peak Asset Management, LLC 0.04% New 880 $211K
Safeguard Investment Advisory Group, LLC 0.05% New 877 $210K
Crewe Advisors LLC 0.02% Add +22.3% 868 $208K
ZWJ Investment Counsel Inc. 0.01% Reduce -13.7% 867 $208K
Sigma Investment Counselors Inc. 0.01% New 865 $207K
Bridgewater Advisors Inc. 0.01% New 878 $207K
HCR Wealth Advisors 0.02% New 862 $206K
Solstein Capital, LLC 0.09% No change 861 $206K
Brand Asset Management Group, Inc. 0.06% New 860 $206K
Westfuller Advisors, LLC 0.09% New 857 $205K
WealthCare Investment Partners, LLC 0.07% New 839 $202K
XML Financial, LLC 0.02% New 841 $202K
BCS Wealth Management 0.05% New 841 $202K
Hazlett, Burt & Watson, Inc. 0.07% Reduce -5.1% 840 $201K
Bison Wealth, LLC 0.02% New 830 $201K
Root Financial Partners, LLC 0.01% New 838 $201K
KilterHowling LLC 0.11% New 835 $200K
Valley Wealth Managers, Inc. 0.01% No change 810 $194K
MGB Wealth Management, LLC 0.05% No change 783 $188K
Lanark Financial, Inc. 0.01% Add +57.4% 776 $186K
Optimum Investment Advisors 0.07% No change 700 $168K
Lowe Brockenbrough & Co. Inc. 0.01% Add +0.4% 693 $166K
Avalon Trust Co 0.01% New 681 $163K
Angeles Wealth Management, LLC 0.01% No change 665 $159K
Key Financial Inc 0.03% No change 658 $159K
Y.D. More Investments Ltd 0.01% Reduce -34.6% 661 $158K
Cordgrass Capital Advisors, LLC 0.04% Add +3.1% 657 $157K
Nemes Rush Group LLC 0.02% Add +9.6% 642 $154K
Wellington Shields & Co., LLC 0.04% New 640 $153K
First Command Advisory Services, Inc. 0.00% Add +141.0% 629 $151K
Quaker Wealth Management, LLC 0.05% No change 628 $150K
Davis Capital Management 0.10% — 615 $147K
South Plains Financial, Inc. 0.09% No change 610 $146K
Valley National Advisers Inc. 0.02% Reduce -2.2% 580 $138K
Atlantic Private Wealth, LLC 0.09% No change 575 $138K
Concord Wealth Partners 0.02% No change 570 $137K
Avion Wealth 0.03% No change 570 $136K
Barrett & Company, Inc. 0.05% Add +0.2% 565 $135K
Resources Management Corp. /CT/ 0.02% Reduce -3.5% 554 $133K
Banque Cantonale Vaudoise 0.01% Reduce -0.9% 556 $133K
Farmers & Merchants Investments Inc. 0.00% Reduce -27.2% 536 $128K
Duncker Streett & Co. Inc. 0.02% Reduce -5.4% 528 $127K
Ancora Advisors LLC 0.00% Add +54.9% 522 $125K
Finley Financial, LLC 0.06% No change 520 $125K
Raffa Wealth Management, LLC 0.02% Reduce -49.3% 518 $124K
Webster Bank, N. A. 0.01% Add +3.7% 504 $121K
GoalVest Advisory LLC 0.03% Reduce -2.4% 499 $120K
United Community Bank 0.04% No change 490 $117K
Cary Street Partners Investment Advisory LLC 0.05% Reduce -13.8% 489 $117K
Anchor Investment Management, LLC 0.01% No change 484 $116K
Cornerstone Planning Group LLC 0.02% Add +18.7% 489 $114K
Rice Partnership, LLC 0.02% Add +11.0% 454 $109K
Vestor Capital, LLC 0.01% Reduce -47.5% 443 $106K
Steigerwald, Gordon & Koch Inc. 0.01% New 435 $104K
Blue Bell Private Wealth Management, LLC 0.02% Add +3.1% 433 $104K
Paladin Advisory Group, LLC 0.08% Reduce -8.9% 431 $103K
TCTC Holdings, LLC 0.00% No change 421 $101K
BOK Financial Private Wealth, Inc. 0.01% No change 417 $100K
LRI Investments, LLC 0.01% No change 400 $96K
Prestige Wealth Management Group LLC 0.02% No change 396 $95K
Pacific Center for Financial Services 0.02% No change 392 $94K
Hamilton Point Investment Advisors, LLC 0.01% No change 377 $90K
West Branch Capital LLC 0.02% No change 374 $90K
Sage Mountain Advisors LLC 0.01% No change 371 $89K
Grove Bank & Trust 0.01% Add +112.2% 365 $87K
Medallion Wealth Advisors, LLC 0.03% Reduce -28.1% 355 $86K
Brown, Lisle/Cummings, Inc. 0.02% No change 356 $85K
Capital Investment Advisory Services, LLC 0.01% No change 351 $84K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 350 $84K
Colonial Trust Advisors 0.01% Reduce -25.0% 330 $79K
Dunhill Financial, LLC 0.03% Add +0.3% 327 $78K
Nvwm, LLC 0.02% No change 325 $78K
Frazier Financial Advisors, LLC 0.05% No change 321 $77K
Roble, Belko & Company, Inc 0.01% No change 323 $77K
Mather Group, Llc. 0.00% New 317 $76K
Pittenger & Anderson Inc. 0.00% No change 300 $72K
Hollencrest Capital Management 0.00% No change 300 $72K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -22.1% 300 $72K
Missouri Trust & Investment Co 0.02% No change 296 $71K
Signaturefd, LLC 0.00% Add +20.9% 289 $69K
Deane Retirement Strategies, Inc. 0.03% New 285 $68K
MassMutual Private Wealth & Trust, FSB 0.00% No change 273 $65K
Biltmore Family Office, LLC 0.01% Add +52.6% 267 $64K
FWL Investment Management, LLC 0.02% Reduce -34.7% 265 $64K
Aventus Investment Advisors, Inc. 0.05% No change 264 $63K
North Star Investment Management Corp. 0.00% No change 252 $60K
Indiana Trust & Investment Management Co 0.02% No change 250 $60K
Salem Investment Counselors Inc. 0.00% No change 247 $59K
Wellington Shields Capital Management, LLC 0.01% New 247 $59K
Millstone Evans Group, LLC 0.04% No change 244 $58K
Global Wealth Strategies & Associates 0.01% New 242 $58K
Dagco, Inc. 0.01% Reduce -4.8% 240 $58K
Strengthening Families & Communities, LLC 0.01% Reduce -0.4% 238 $57K
BTG Pactual Asset Management US LLC 0.01% New 238 $57K
North Ridge Wealth Advisors, Inc. 0.03% New 234 $56K
Armor Investment Advisors, LLC 0.02% No change 233 $56K
Perkins Coie Trust Co 0.01% Reduce -28.7% 226 $54K
ORG Partners LLC 0.01% No change 221 $54K
Washington Trust Advisors, Inc. 0.00% No change 224 $54K
Collier Financial 0.04% — 221 $53K
Coston, McIsaac & Partners 0.01% Add +0.5% 213 $51K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 212 $51K
Montag A & Associates Inc. 0.00% No change 211 $51K
Balentine LLC 0.00% No change 208 $50K
Wagner Wealth Management, LLC 0.01% Add +0.5% 204 $49K
Investors Research Corp 0.01% No change 202 $48K
Game Plan Financial Advisors, LLC 0.02% Reduce -7.0% 200 $48K
Old Second National Bank of Aurora 0.01% No change 200 $48K
Kilter Group LLC 0.02% No change 199 $48K
Provident Wealth Management, LLC 0.01% No change 198 $47K
Register Financial Advisors LLC 0.02% No change 196 $47K
MV Capital Management, Inc. 0.00% No change 195 $47K
RMG Wealth Management LLC 0.01% No change 192 $46K
Fairscale Capital, LLC 0.03% No change 188 $45K
Sound Income Strategies, LLC 0.00% Reduce -19.3% 188 $44K
First Community Trust NA 0.03% No change 181 $43K
Smartleaf Asset Management LLC 0.00% Add +210.3% 180 $43K
Morse Asset Management, Inc 0.01% No change 180 $43K
Rothschild Investment LLC 0.00% Add +8.5% 178 $43K
Burkett Financial Services, LLC 0.01% Reduce -20.3% 177 $43K
Gold Investment Management Ltd. 0.01% No change 175 $42K
LGT Financial Advisors LLC 0.09% Add +131.1% 171 $41K
Tortoise Investment Management, LLC 0.00% Add +44.0% 167 $40K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 165 $40K
Provenance Wealth Advisors, LLC 0.01% No change 165 $40K
Operose Advisors LLC 0.01% No change 161 $39K
Investment Research & Advisory Group, Inc. 0.01% No change 94 $37K
N.E.W. Advisory Services LLC 0.00% No change 155 $37K
2UniFi Bank 0.02% No change 150 $36K
Horrell Capital Management, Inc. 0.01% No change 147 $35K
Tompkins Financial Corp. 0.00% Reduce -0.7% 143 $34K
Adirondack Trust Co. 0.01% No change 140 $34K
Bellevue Asset Management, LLC 0.02% No change 138 $33K
Roxbury Financial LLC 0.03% Add +0.7% 138 $33K
Hanson & Doremus Investment Management 0.00% Reduce -69.0% 136 $33K
Bogart Wealth, LLC 0.00% No change 131 $32K
Signature Resources Capital Management, LLC 0.02% No change 129 $31K
Marshall & Sterling Wealth Advisors Inc. 0.02% New 127 $30K
Pacifica Partners Inc. 0.01% No change 125 $30K
Gladwyn Financial Advisors, Inc. 0.02% New 125 $30K
HHM Wealth Advisors, LLC 0.00% No change 123 $29K
Financial Perspectives, Inc 0.01% No change 120 $29K
Caitlin John, LLC 0.02% New 114 $27K
Costello Asset Management, INC 0.01% No change 114 $27K
Maseco LLP 0.00% No change 113 $27K
Union Bancaire Privee, UBP SA 0.00% No change 130 $27K
Versant Capital Management, Inc 0.00% No change 109 $26K
Wolff Wiese Magana LLC 0.01% Add +170.0% 108 $26K
Aventura Private Wealth, LLC 0.01% Reduce -55.6% 108 $26K
WealthShield Partners, LLC 0.00% No change 107 $26K
Elevation Wealth Partners, LLC 0.01% No change 105 $25K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -50.2% 105 $25K
Steph & Co. 0.01% No change 104 $25K
KERR FINANCIAL PLANNING Corp 0.03% — 105 $24K
DecisionPoint Financial, LLC 0.01% No change 101 $24K
Bank of New Hampshire 0.01% No change 101 $24K
Financial Gravity Asset Management, Inc. 0.00% — 99 $24K
Abound Wealth Management 0.01% No change 99 $24K
Tower View Wealth Management LLC 0.01% No change 98 $23K
Providence Capital Advisors, LLC 0.00% No change 91 $22K
Elevate Wealth Advisory, Inc. 0.02% No change 90 $22K
McIlrath & Eck, LLC 0.00% No change 89 $21K
Financial Connections Group, Inc. 0.01% No change 90 $21K
Center for Financial Planning, Inc. 0.00% No change 87 $21K
Greykasell Wealth Strategies, Inc. 0.01% New 86 $21K
Quest 10 Wealth Builders, Inc. 0.02% Reduce -47.5% 84 $20K
Private Wealth Management Group, LLC 0.01% No change 83 $20K
Creekmur Asset Management LLC 0.00% No change 83 $20K
Smallwood Wealth Investment Management, LLC 0.01% No change 80 $19K
Oxford Financial Group, LTD. LLC 0.00% No change 78 $19K
Hantz Financial Services, Inc. 0.00% New 76 $18K
GPS Wealth Strategies Group, LLC 0.00% No change 75 $18K
Physician Wealth Advisors, Inc. 0.00% No change 72 $17K
Asset Dedication, LLC 0.00% Add +65.8% 63 $15K
First PREMIER Bank 0.00% Reduce -6.2% 61 $15K
GGM Financial LLC 0.01% New 61 $14K
Optiver Holding B.V. 0.00% Reduce -40.0% 60 $14K
CNB Bank 0.01% No change 59 $14K
Abich Financial Wealth Management LLC 0.01% — 59 $14K
Delta Asset Management LLC 0.00% No change 59 $14K
Goodman Advisory Group, LLC 0.00% Reduce -90.4% 59 $14K
Legacy Wealth Managment, LLC 0.01% Add +307.1% 57 $14K
Park Place Capital Corp 0.00% Add +51.4% 56 $13K
Winch Advisory Services, LLC 0.00% No change 55 $13K
Consultiva Wealth Management, Corp. 0.04% No change 55 $13K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 55 $13K
Friedenthal Financial 0.01% Reduce -3.6% 53 $13K
Guerra Advisors Inc 0.00% New 51 $12K
Strategic Investment Solutions, Inc. 0.00% No change 51 $12K
Future Financial Wealth Managment LLC 0.01% No change 50 $12K
Kiker Wealth Management, LLC 0.01% No change 50 $12K
Fortis Group Advisors, LLC 0.00% No change 48 $11K
Northwest Capital Management Inc 0.01% No change 46 $11K
HM Payson & Co. 0.00% No change 46 $11K
Crowley Wealth Management, Inc. 0.01% No change 42 $10K
BankPlus Trust Department 0.00% No change 42 $10K
Federated Hermes, Inc. 0.00% New 42 $10K
Howe & Rusling Inc. 0.00% No change 40 $10K
Park Square Financial Group, LLC 0.04% Add +95.0% 39 $9K
Chung Wu Investment Group, LLC 0.01% No change 39 $9K
Comprehensive Financial Planning, Inc. 0.01% No change 38 $9K
Arvest Investments, Inc. 0.00% No change 35 $8K
Cedar Mountain Advisors, LLC 0.00% No change 34 $8K
Beaird Harris Wealth Management, LLC 0.00% No change 33 $8K
Alpine Bank Wealth Management 0.00% No change 33 $8K
Glassman Wealth Services 0.00% No change 31 $7K
AlphaQuest LLC 0.00% New 31 $7K
Ascentis Wealth Management, LLC 0.00% No change 31 $7K
Concord Investment Counsel Inc. 0.00% — 29 $7K
Alerus Financial NA 0.00% No change 29 $7K
Pin Oak Investment Advisors Inc. 0.00% No change 28 $7K
Logan Capital Management Inc. 0.00% No change 27 $7K
Eukles Asset Management 0.00% No change 27 $6K
Covestor Ltd 0.00% Add +9.1% 24 $6K
MTM Investment Management, LLC 0.00% No change 25 $6K
Tidemark, LLC 0.00% No change 25 $6K
CVA Family Office, LLC 0.00% New 25 $6K
Team Financial Group, LLC 0.00% No change 24 $6K
Curio Wealth, LLC 0.00% No change 20 $5K
Advanced Asset Management Advisors Inc 0.00% No change 20 $5K
Addison Advisors LLC 0.00% No change 17 $4K
Rakuten Securities, Inc. 0.00% New 15 $4K
Atwood & Palmer Inc. 0.00% No change 14 $3K
Measured Wealth Private Client Group, LLC 0.00% New 13 $3K
Family Manage LLC 0.00% No change 13 $3K
MCF Advisors LLC 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
1 North Wealth Services LLC 0.00% New 10 $2K
Lowe Wealth Advisors, LLC 0.00% Reduce -50.0% 10 $2K
Ballast Advisors LLC 0.00% New 6 $1K
Financial Network Wealth Advisors LLC 0.00% New 6 $1K
Evolution Wealth Management Inc. 0.00% New 6 $1K
Orion Capital Management LLC 0.00% New 6 $1K
Bridge Generations Wealth Management LLC 0.00% No change 5 $1K
Rise Advisors, LLC 0.00% Reduce -55.6% 4 $966
Bernard Wealth Management Corp. 0.00% New 4 $959
Copia Wealth Management 0.00% No change 3 $719
Townsend Asset Management Corp. /NC/ 0.00% No change 2 $479
Parallax Volatility Advisers, L.P. 0.00% No change 1 $240

"% 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.