SS Consumer Disc Select SectXLYETF

13F holders, Q4 2025 (December 31)
1,363holders +88
114new positions
75sold out
9famous investors
$119.29avg. 13F price*

At the end of Q4 2025, 1,363 institutions reported holding SS Consumer Disc Select Sect (XLY) in their 13F filings, up 88 from Q3 2025. 114 opened new positions and 75 sold out. The largest holders were Bank of America Corp. ($4.7B), JPMorgan Chase & Co. ($1.6B) and Morgan Stanley ($876.5M). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
SS Consumer Disc Select Sect
Filed as
SELECT SECTOR SPDR TR (Q4 2025)
CUSIP
81369Y407
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions114$181.7M
Exits75$222.7M

All 13F filers, Q3 2025 → Q4 2025: 13,669,321 shares bought and 20,022,363 shares sold, net −6,353,042 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,363 holders

Bank of America Corp. 0.34% Reduce -0.9% 39,205,803 $4.7B
JPMorgan Chase & Co. 0.11% Reduce -9.7% 13,281,244 $1.6B
Morgan Stanley 0.05% Add +3.4% 7,340,011 $876.5M
Wells Fargo & Company 0.13% Add +3.9% 5,549,541 $662.7M
Goldman Sachs Group Inc. 0.07% Add +0.8% 4,356,281 $520.2M
Barclays PLC 0.18% Add +4484.2% 3,840,619 $458.6M
Ameriprise Financial Inc. 0.10% Add +0.4% 3,743,009 $447.0M
Two Sigma Investments, LP 0.64% Add +380.2% 3,383,220 $404.0M
LPL Financial LLC 0.11% Reduce -0.1% 3,377,676 $403.3M
Envestnet Asset Management Inc. 0.12% Reduce -36.5% 3,371,586 $402.6M
PGIM Custom Harvest LLC 5.76% Add +1.8% 3,267,785 $390.2M
Focus Partners Wealth 0.42% Add +0.8% 3,046,790 $363.9M
Raymond James Financial Inc. 0.11% Reduce -23.6% 3,007,202 $359.1M
UBS Group AG 0.07% Reduce -28.5% 3,002,896 $358.6M
Migdal Insurance & Financial Holdings Ltd. 2.92% Add +17.8% 2,841,292 $339.3M
Harel Insurance Investments & Financial Services Ltd. 2.57% Add +155.9% 2,480,601 $296.2M
Main Management ETF Advisors, LLC 8.85% Add +13.7% 2,079,334 $248.3M
Healthcare of Ontario Pension Plan Trust Fund 0.39% Add +4.3% 1,920,000 $229.3M
Menora Mivtachim Holdings LTD. 1.00% Reduce -6.4% 1,776,906 $212.2M
Janney Montgomery Scott LLC 0.41% Reduce -37.8% 1,512,057 $180.6M
Cibc World Market Inc. 0.28% Reduce -14.2% 1,328,209 $158.6M
Royal Bank of Canada 0.03% Reduce -54.1% 1,208,965 $144.4M
Truist Financial Corp. 0.19% Reduce -44.5% 1,203,860 $143.8M
Clal Insurance Enterprises Holdings Ltd 0.86% Reduce -37.1% 1,117,600 $133.5M
Charles Schwab Investment Management Inc. 0.02% Reduce -4.2% 1,084,878 $129.5M
Meitav Investment House Ltd. 1.41% Reduce -31.9% 1,019,545 $121.7M
BlackRock, Inc. 0.00% Add +1.0% 954,979 $114.0M
WestEnd Advisors, LLC 2.58% Reduce -51.0% 927,927 $110.8M
Osaic Holdings, Inc. 0.13% Reduce -7.7% 748,964 $89.5M
Stifel Financial Corp. 0.07% Add +3.1% 678,937 $81.1M
Northern Trust Corp. 0.01% Reduce -1.3% 647,103 $77.3M
Agf Management Ltd. 0.32% Reduce -3.2% 615,060 $73.4M
Cetera Investment Advisers 0.08% Reduce -6.2% 599,180 $71.5M
Factory Mutual Insurance Co. 0.69% No change 568,000 $67.8M
Gerber Kawasaki Wealth & Investment Management 2.29% Add +2.9% 549,871 $65.7M
US Bancorp \de 0.08% Reduce -3.0% 543,348 $64.9M
Main Management LLC 4.35% Reduce -12.1% 506,118 $60.4M
Rockefeller Capital Management L.P. 0.11% Add +7.9% 505,391 $60.3M
MML Investors Services, LLC 0.15% Reduce -8.5% 502,844 $60.0M
KCM Investment Advisors LLC 1.88% Reduce -2.4% 488,994 $58.4M
HighTower Advisors, LLC 0.06% Reduce -4.3% 488,852 $58.4M
RiverFront Investment Group, LLC 0.95% Reduce -0.6% 482,123 $57.6M
Fisher Asset Management 0.02% Reduce -5.1% 459,302 $54.8M
Mercer Global Advisors Inc. 0.08% Reduce -11.3% 452,069 $54.0M
Bellwether Advisors, LLC 8.47% Add +15.0% 444,472 $53.1M
Alps Advisors Inc. 0.30% Add +10.4% 434,000 $51.8M
Peapack Gladstone Financial Corp. 0.61% Reduce -1.3% 403,675 $48.2M
Natixis 0.19% Add +0.2% 401,780 $48.0M
Commonwealth Equity Services, LLC 0.06% Add +0.5% 397,693 $47.5M
Advisory Alpha, LLC 1.27% Add +38.2% 391,618 $46.8M
EP Wealth Advisors, LLC 0.23% — 374,498 $44.7M
1832 Asset Management L.P. 0.06% Reduce -2.3% 362,864 $43.3M
Victory Capital Management Inc. 0.02% Reduce -50.8% 319,182 $38.1M
Armstrong Advisory Group, Inc. 2.49% Add +1.2% 308,217 $36.8M
Susquehanna International Group, LLP 0.05% Reduce -39.2% 296,357 $35.4M
Millennium Management 0.03% Add +11.0% 288,748 $34.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.79% Add +2.5% 276,219 $33.0M
Bar Harbor Wealth Management 1.87% No change 271,112 $32.4M
Swan Global Investments, LLC 1.49% Reduce -21.8% 262,881 $31.4M
Marshall Wace, LLP 0.03% Reduce -72.6% 256,662 $30.6M
Quadrature Capital Ltd 0.30% Add +1231.7% 248,060 $29.6M
Ashton Thomas Private Wealth, LLC 0.70% Reduce -18.1% 240,483 $28.7M
Cerity Partners LLC 0.04% Add +478.5% 231,744 $27.7M
Citigroup Inc. 0.02% Reduce -67.5% 222,633 $26.6M
Oppenheimer Asset Management Inc. 0.32% Reduce -0.6% 217,428 $26.0M
Thrivent Financial for Lutherans 0.05% Add +78.9% 208,981 $25.1M
Krilogy Financial LLC 0.85% Add +4.7% 203,394 $24.9M
FMR LLC 0.00% Add +3.3% 205,993 $24.6M
Sanctuary Advisors, LLC 0.13% Reduce -6.6% 205,921 $24.6M
Trilogy Capital Inc. 1.07% Add +22.9% 201,103 $24.0M
Biltmore Wealth Management, LLC 8.96% Reduce -3.1% 198,789 $23.7M
Spinnaker Trust 1.26% Reduce -3.1% 197,156 $23.5M
IMZ Advisory Inc 8.59% Add +1.1% 196,583 $23.5M
Foundations Investment Advisors, LLC 0.31% Add +3.7% 196,197 $23.4M
Bank of Montreal 0.01% Reduce -8.8% 190,473 $22.7M
Cambridge Investment Research Advisors, Inc. 0.06% Add +27.4% 190,393 $22.7M
Aptus Capital Advisors, LLC 0.19% Add +4552.2% 188,973 $22.6M
PNC Financial Services Group, Inc. 0.01% Reduce -16.1% 183,423 $21.9M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.41% No change 180,728 $21.6M
Pathstone Holdings, LLC 0.08% Reduce -7.8% 177,122 $21.2M
Corient Private Wealth LP 0.03% Add +14.5% 174,288 $20.8M
Martin & Co. Inc. 3.55% Add +2.8% 173,438 $20.7M
Mariner, LLC 0.02% Reduce -21.8% 169,861 $20.3M
Trek Financial, LLC 1.16% Reduce -42.7% 167,937 $20.1M
WBH Advisory Inc. 1.47% Reduce -0.6% 166,078 $19.8M
Cwm, LLC 0.05% Add +40.9% 163,656 $19.5M
Assetmark, Inc. 0.04% Reduce -45.7% 159,326 $19.0M
Salomon & Ludwin, LLC 1.65% Reduce -1.6% 155,593 $18.7M
Samlyn Capital, LLC 0.29% New 154,702 $18.5M
SRB Corp. 1.01% No change 154,540 $18.5M
HighPoint Advisor Group LLC 0.40% New 153,792 $18.4M
Steward Partners Investment Advisory, LLC 0.10% Reduce -1.6% 149,873 $17.9M
McElhenny Sheffield Capital Management, LLC 4.25% Add +6952.6% 146,272 $17.5M
NewEdge Advisors, LLC 0.06% Add +2.7% 145,434 $17.4M
Novare Capital Management LLC 1.29% Add +0.8% 144,400 $17.2M
Jones Financial Companies LLLP 0.01% Add +9.7% 140,949 $16.8M
Old National Bancorp 0.28% Add +2.8% 139,692 $16.7M
Janney Capital Management LLC 1.00% Reduce -2.1% 133,393 $15.9M
Intrua Financial, LLC 1.74% Reduce -10.1% 133,062 $15.9M
Lighthouse Financial Services Inc. 3.56% — 129,562 $15.5M
Meiji Yasuda Life Insurance Co 0.44% Add +108.3% 127,367 $15.2M
Ferguson Wellman Capital Management, Inc. 0.24% Add +280.8% 126,155 $15.1M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.94% Add +3.3% 121,006 $14.4M
Stillwater Capital Advisors, LLC 1.55% Reduce -0.9% 120,419 $14.4M
Cadent Capital Advisors, LLC 3.80% Add +3.7% 120,395 $14.4M
Creative Planning 0.01% Reduce -0.6% 120,001 $14.3M
Park Avenue Securities LLC 0.12% Reduce -17.9% 118,310 $14.1M
Point72 Asset Management 0.02% Add +23.1% 115,860 $13.8M
Private Advisor Group, LLC 0.06% Add +6.3% 115,341 $13.8M
Clarity Financial LLC 1.27% Add +17.1% 114,590 $13.7M
Van Eck Associates Corp. 0.01% Add +362.4% 113,822 $13.6M
Vickerman Investment Advisors, Inc. 2.63% Add +20.2% 110,076 $13.1M
WCG Wealth Advisors LLC 0.37% Add +147.3% 109,621 $13.1M
Quantinno Capital Management LP 0.03% Reduce -2.0% 108,966 $13.0M
Comerica Bank 0.05% Reduce -1.1% 108,445 $12.9M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -3.5% 106,565 $12.9M
Prosperity Consulting Group, LLC 0.57% Reduce -2.7% 105,830 $12.6M
Petredis Investment Advisors LLC 0.99% Reduce -1.4% 105,794 $12.6M
Concurrent Investment Advisors, LLC 0.14% Add +24.6% 105,707 $12.6M
Fifth Third Bancorp 0.04% Add +0.3% 104,215 $12.4M
Onyx Bridge Wealth Group LLC 1.30% Reduce -1.6% 102,677 $12.3M
Caption Management, LLC 0.55% New 101,440 $12.1M
Walleye Capital LLC 0.07% No change 100,000 $11.9M
Simon Quick Advisors, LLC 0.52% No change 99,353 $11.9M
Employees Retirement System of Texas 0.11% Reduce -75.4% 96,400 $11.5M
Lido Advisors, LLC 0.04% Reduce -28.3% 65,180 $11.3M
Equitable Holdings, Inc. 0.08% Add +17.9% 92,567 $11.1M
TCP Asset Management, LLC 1.85% Add +3.9% 91,781 $11.0M
Capital Investment Advisors, LLC 0.17% Reduce -4.5% 90,828 $10.8M
Redstone Wealth Management, LLC 8.45% — 89,575 $10.7M
Tudor Investment Corporation 0.06% Reduce -32.6% 88,416 $10.6M
Volterra Technologies LP 10.71% Reduce -26.4% 87,616 $10.5M
111 Capital 2.27% New 86,984 $10.4M
Estate Counselors, LLC 0.86% Add +6.6% 85,610 $10.2M
Forbes J M & Co. LLP 0.82% No change 85,054 $10.2M
Premier Path Wealth Partners, LLC 1.31% Reduce -7.3% 84,897 $10.1M
IHT Wealth Management, LLC 0.25% Add +4.8% 84,851 $10.1M
Baird Financial Group, Inc. 0.01% Reduce -0.2% 80,644 $9.6M
Carnegie Investment Counsel 0.18% Add +1.8% 80,316 $9.6M
Advisors Preferred, LLC 1.56% Reduce -80.2% 80,831 $9.6M
Winthrop Capital Management, LLC 2.17% Add +0.6% 77,960 $9.3M
Jump Financial, LLC 0.13% Reduce -82.7% 77,511 $9.3M
Tamar Securities, LLC 0.97% Add +3.1% 76,443 $9.1M
Farmers Trust Co. 1.46% Reduce -0.9% 75,097 $9.0M
Kestra Advisory Services, LLC 0.04% Add +22.1% 73,518 $8.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 72,647 $8.7M
Orange Investment Advisors, Inc. 0.96% Reduce -1.5% 72,594 $8.7M
Independence Wealth Advisors, LLC 4.78% — 71,137 $8.5M
Ameraudi Asset Management, Inc. 4.62% Add +14.2% 70,486 $8.4M
Tower Research Capital LLC (TRC) 0.20% Add +242.3% 70,246 $8.4M
Maven Securities LTD 1.06% Reduce -70.7% 69,893 $8.3M
Oppenheimer & Co. Inc. 0.12% Add +60.0% 69,757 $8.3M
Brave Asset Management Inc. 1.96% Add +2.3% 69,472 $8.3M
&partners 0.04% Add +1.1% 69,247 $8.3M
Asset Advisors Investment Management, LLC 0.76% Add +10.5% 69,145 $8.3M
SG Americas Securities, LLC 0.01% Reduce -62.5% 68,848 $8.2M
Savvy Advisors, Inc. 0.27% New 68,823 $8.2M
Bartlett & Co. Wealth Management LLC 0.11% Reduce -2.2% 67,979 $8.1M
Allspring Global Investments Holdings, LLC 0.01% Reduce -2.2% 67,998 $8.0M
Founders Financial Securities LLC 0.47% Reduce -9.7% 66,252 $7.9M
AlphaCore Capital LLC 0.18% Reduce -4.4% 65,830 $7.9M
BlueStem Wealth Partners, LLC 0.87% Add +4.7% 65,742 $7.9M
RFG Advisory, LLC 0.15% Add +17.0% 65,625 $7.8M
Horizon Investments, LLC 0.10% Reduce -10.6% 65,295 $7.8M
Benjamin Edwards Inc. 0.09% No change 65,202 $7.8M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.06% No change 64,210 $7.7M
DAVENPORT & Co LLC 0.04% Reduce -34.0% 63,892 $7.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.49% No change 63,624 $7.6M
Harbour Trust & Investment Management Co 0.77% Reduce -12.6% 62,994 $7.5M
Innealta Capital, LLC 4.04% Reduce -21.1% 62,542 $7.5M
Pinnacle Associates Ltd. 0.10% Reduce -1.3% 62,353 $7.4M
Steele Capital Management, Inc. 0.32% Reduce -1.1% 61,896 $7.4M
D. E. Shaw & Co. 0.01% Reduce -59.8% 61,789 $7.4M
O'shaughnessy Asset Management, LLC 0.04% Add +24.5% 61,255 $7.3M
Larson Financial Group LLC 0.24% Reduce -18.3% 60,531 $7.2M
Financial Enhancement Group LLC 0.93% Add +3.7% 58,826 $7.1M
Foronjy Financial LLC 2.96% Reduce -4.5% 59,390 $7.1M
Bank Hapoalim BM 0.64% Reduce -5.7% 59,207 $7.1M
Colton Groome Financial Advisors, LLC 2.02% Add +4.5% 59,010 $7.0M
Norden Group LLC 0.68% Add +2555.2% 58,467 $7.0M
Thor Trading Advisors, LLC 2.88% Add +28.5% 57,826 $7.0M
Sykon Capital LLC 2.23% Add +39.4% 58,217 $7.0M
Atria Investments, Inc 0.08% Reduce -27.1% 57,889 $6.9M
MMBG Investment Advisors Co. 0.58% Reduce -4.6% 57,626 $6.9M
Keebeck Wealth Management 0.79% Reduce -1.9% 57,122 $6.8M
First Merchants Corp. 0.25% Reduce -0.7% 56,550 $6.8M
Davis R M Inc. 0.11% Reduce -0.9% 55,902 $6.7M
First Interstate Bank 0.36% No change 55,702 $6.7M
Itau Unibanco Holding S.A. 0.16% Reduce -30.9% 55,666 $6.6M
Balyasny Asset Management L.P. 0.01% Reduce -27.1% 55,306 $6.6M
Granite Harbor Advisors, Inc. 2.77% Add +1.7% 55,003 $6.6M
Bank of New York Mellon Corp 0.00% Add +16.3% 54,669 $6.5M
Virtue Capital Management, LLC 0.99% New 54,208 $6.4M
Waverly Advisors, LLC 0.05% Add +4.5% 53,539 $6.4M
Robertson Stephens Wealth Management, LLC 0.18% Add +37.3% 53,499 $6.4M
Merit Financial Group, LLC 0.05% Add +21.1% 53,262 $6.4M
Toth Financial Advisory Corp. 0.69% Add +3.5% 53,250 $6.4M
Advisory Services Network, LLC 0.09% Reduce -3.8% 51,185 $6.1M
German American Bancorp, Inc. 0.52% Reduce -1.2% 51,074 $6.1M
Hancock Whitney Corp. 0.11% Reduce -4.1% 50,363 $6.0M
Segment Wealth Management, LLC 0.35% Add +6.4% 49,999 $6.0M
MAI Capital Management 0.03% Add +3.6% 49,647 $5.9M
Cornerstone Wealth Group, LLC 0.40% New 49,590 $5.9M
Dakota Wealth Management 0.10% Reduce -0.4% 49,432 $5.9M
Kingswood Wealth Advisors, LLC 0.28% Reduce -1.6% 48,463 $5.8M
Cooksen Wealth, LLC 4.21% Add +1.4% 48,219 $5.8M
Atlantic Union Bankshares Corp 0.11% Reduce -0.5% 47,757 $5.7M
Integrated Advisors Network LLC 0.25% Reduce -20.4% 47,678 $5.7M
Simmons Bank 0.38% Reduce -1.8% 47,153 $5.6M
AQR Capital Management 0.00% Add +4.8% 47,136 $5.6M
Stratos Wealth Partners, LTD. 0.06% Add +1.3% 46,781 $5.6M
TCV Trust & Wealth Management, Inc. 0.45% Add +2.7% 46,688 $5.6M
Ensign Peak Advisors, Inc 0.01% Reduce -13.5% 46,679 $5.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -5.9% 46,205 $5.5M
Midwest Trust Co 0.07% Add +0.4% 45,813 $5.5M
Compass Wealth Management, LLC 2.24% Add +11.5% 45,530 $5.4M
Natixis Advisors, LLC 0.01% Reduce -3.1% 45,369 $5.4M
Mutual Advisors, LLC 0.12% Add +34.8% 45,050 $5.4M
Citadel Advisors 0.00% New 45,000 $5.4M
Retirement Planning Group, LLC 0.17% Reduce -10.6% 44,415 $5.3M
Mission Hills Financial Advisory, LLC 2.80% Add +0.3% 44,404 $5.3M
Keybank National Association 0.02% Reduce -1.8% 44,256 $5.3M
Dynamic Advisor Solutions LLC 0.17% Reduce -18.8% 43,774 $5.2M
Long Run Wealth Advisors, LLC 0.98% Add +5.2% 43,722 $5.2M
UNIVEST FINANCIAL Corp 0.27% Add +1246.4% 43,193 $5.2M
First Trust Advisors LP 0.00% Add +2.6% 43,146 $5.2M
Diversify Advisory Services, LLC 0.16% Reduce -75.1% 41,673 $5.1M
Walleye Trading LLC 0.08% Reduce -40.3% 42,304 $5.1M
Stockman Wealth Management, Inc. 0.58% Add +3.7% 41,688 $5.0M
Fca Corp. 1.40% Reduce -5.7% 41,577 $5.0M
U.S. Capital Wealth Advisors, LLC 0.13% Add +8.2% 40,970 $4.9M
Algorithmic Investment Models, LLC 5.98% Reduce -1.9% 40,636 $4.9M
Gotham Asset Management 0.02% Add +140.8% 40,374 $4.8M
Hohimer Wealth Management, LLC 0.65% New 40,021 $4.8M
Blair William & Co. 0.01% Reduce -31.2% 39,965 $4.8M
J. Goldman & Co LP 0.18% New 39,864 $4.8M
Glenmede Trust Co. NA 0.02% — 39,809 $4.8M
Sharper & Granite LLC 1.66% Add +6.2% 39,564 $4.7M
Fiduciary Group, LLC 0.39% Add +9.8% 39,330 $4.7M
Csenge Advisory Group 0.21% Reduce -6.8% 39,124 $4.7M
Vertex Investment Solutions Co., Ltd. 4.55% — 38,000 $4.6M
CX Institutional 0.14% Add +2.2% 38,458 $4.6M
Captrust Financial Advisors 0.01% Reduce -4.0% 38,401 $4.6M
Brown Advisory Inc. 0.01% Add +61.4% 38,334 $4.6M
Peterson Wealth Management 3.40% Reduce -24.0% 38,280 $4.6M
Kennicott Capital Management LLC 2.21% Reduce -6.3% 38,230 $4.6M
Elevation Point Wealth Partners, LLC 0.22% Add +251.2% 38,194 $4.6M
Vestmark Advisory Solutions, Inc. 0.06% Add +251.2% 38,194 $4.6M
Axxcess Wealth Management, LLC 0.08% Add +518.7% 38,187 $4.6M
Commerce Bank 0.03% Add +20.3% 38,022 $4.5M
Atlas Capital Advisors Inc. 0.50% — 37,437 $4.5M
HB Wealth Management, LLC 0.03% Add +2.4% 37,349 $4.5M
3EDGE Asset Management, LP 0.23% Add +42.9% 36,626 $4.4M
AdvisorShares Investments LLC 0.73% Reduce -33.3% 36,818 $4.4M
Procyon Advisors, LLC 0.22% New 36,535 $4.4M
Banco Santander, S.A. 0.03% Add +16.6% 36,505 $4.4M
SkyView Investment Advisors, LLC 0.55% Add +1.6% 36,229 $4.3M
Symmetry Investments LP 0.79% New 35,700 $4.3M
Banco BTG Pactual S.A. 0.76% Add +40.6% 35,693 $4.3M
Innova Wealth Partners 2.14% Reduce -4.7% 35,558 $4.2M
B. Riley Wealth Advisors, Inc. 0.20% Add +26.7% 35,465 $4.2M
Capital Insight Partners, LLC 0.90% Reduce -12.6% 35,459 $4.2M
Fourth Dimension Wealth, LLC 1.53% Add +1.5% 35,065 $4.2M
Encompass More Asset Management 0.78% Reduce -24.0% 35,041 $4.2M
Independent Financial Group, LLC 0.09% Add +0.6% 34,730 $4.1M
Evolution Wealth Advisors, LLC 0.42% Add +2.5% 34,562 $4.1M
PCG Asset Management, LLC 3.26% Reduce -1.5% 33,909 $4.1M
Attessa Capital LLC 2.22% Add +6.7% 34,035 $4.1M
Chemung Canal Trust Co. 0.80% Add +7.9% 34,003 $4.1M
Anfield Capital Management, LLC 1.28% Reduce -8.5% 34,000 $4.1M
Sigma Planning Corp 0.11% Add +0.5% 33,982 $4.1M
Brandywine Oak Private Wealth LLC 0.34% No change 33,935 $4.1M
Measured Wealth Private Client Group, LLC 1.07% Add +130419.2% 33,935 $4.1M
Strategic Financial Partners, Ltd. 1.75% New 33,806 $4.0M
Howard Capital Management Group, LLC 0.25% Reduce -1.5% 33,604 $4.0M
Venturi Wealth Management, LLC 0.18% Reduce -28.8% 33,500 $4.0M
Tritonpoint Wealth, LLC 0.40% Reduce -1.6% 33,387 $4.0M
PFG Investments, LLC 0.19% Add +995.6% 33,371 $4.0M
EHP Funds Inc. 9.08% New 33,200 $4.0M
FIL Ltd 0.00% Reduce -19.8% 33,128 $4.0M
Beacon Pointe Advisors, LLC 0.03% Add +31.6% 32,901 $3.9M
Tiaa Trust, National Association 0.01% Reduce -1.7% 32,780 $3.9M
West Financial Advisors, LLC 0.66% Add +1.2% 32,508 $3.9M
Darwin Wealth Management, LLC 1.20% Add +34.0% 32,213 $3.8M
Milestones Private Investment Advisors LLC 2.64% Reduce -7.1% 32,126 $3.8M
Centaurus Financial, Inc. 0.18% Add +4.2% 32,104 $3.8M
Jackson, Grant Investment Advisers, Inc. 1.26% Reduce -1.7% 31,938 $3.8M
AMG National Trust Bank 0.09% Reduce -3.4% 31,480 $3.8M
First Horizon Corp. 0.17% No change 31,384 $3.7M
Neville Rodie & Shaw Inc. 0.26% No change 31,090 $3.7M
One Wealth Map LLC 1.89% Add +4.1% 30,414 $3.7M
Dorsey & Whitney Trust CO LLC 0.20% No change 30,962 $3.7M
IFG Advisory, LLC 0.16% Add +79.2% 30,895 $3.7M
Arkadios Wealth Advisors 0.07% Add +5.7% 30,760 $3.7M
Pennsylvania Capital Management Inc. 1.01% No change 30,720 $3.7M
Canton Hathaway, LLC 0.70% Add +4.0% 30,338 $3.6M
Snowden Capital Advisors LLC 0.09% Add +1.9% 30,106 $3.6M
Stephens Inc. 0.04% Reduce -10.1% 29,765 $3.6M
jvl associates llc 1.15% No change 29,574 $3.5M
Sequent Planning LLC 0.90% Add +18.9% 29,469 $3.5M
Nelson Capital Management, LLC 0.41% Add +4.1% 29,199 $3.5M
Cullen Capital Management, LLC 0.04% Add +875.4% 29,126 $3.5M
Associated Banc-Corp 0.09% Reduce -17.5% 28,841 $3.4M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -4.6% 28,687 $3.4M
Penserra Capital Management LLC 0.04% New 28,207 $3.4M
Money Concepts Capital Corp. 0.19% Add +14.5% 28,196 $3.4M
Focus Financial Network, Inc. 0.12% Reduce -21.5% 28,107 $3.4M
Geneos Wealth Management Inc. 0.08% Reduce -14.0% 27,553 $3.3M
Park Edge Advisors, LLC 0.74% New 27,284 $3.3M
Butensky & Cohen Financial Security, Inc. 0.88% Add +0.6% 27,166 $3.2M
MontVue Capital Management, Inc. 2.15% No change 27,105 $3.2M
Marion Wealth Management 0.72% Add +1.3% 26,220 $3.2M
Apollon Financial, LLC 0.47% Add +330.5% 27,029 $3.2M
Headlands Technologies LLC 0.27% New 26,990 $3.2M
Caprock Group, LLC 0.07% Add +2.5% 26,962 $3.2M
Trust Co. of Oklahoma 0.94% Add +5.5% 26,942 $3.2M
CreativeOne Wealth, LLC 0.08% Reduce -20.5% 26,911 $3.2M
Bank of Marin 2.22% Reduce -1.9% 26,890 $3.2M
J.W. Cole Advisors, Inc. 0.08% Reduce -2.4% 59,136 $3.2M
Federation des caisses Desjardins du Quebec 0.01% Add +1405.8% 26,653 $3.2M
Mathes Company, Inc. 1.14% Reduce -5.0% 26,600 $3.2M
Kestra Private Wealth Services, LLC 0.04% Add +23.2% 26,479 $3.2M
CV Advisors LLC 0.79% Add +0.1% 26,032 $3.1M
Trust Co 0.29% Reduce -3.5% 25,923 $3.1M
NorthRock Partners, LLC 0.05% Add +23.2% 25,865 $3.1M
Brookstone Capital Management 0.04% Reduce -55.9% 25,838 $3.1M
Chesapeake Wealth Management 0.91% Add +4.7% 25,670 $3.1M
Diversified Enterprises, LLC 0.18% Reduce -0.1% 25,560 $3.1M
Sequoia Financial Advisors, LLC 0.02% Reduce -13.9% 25,408 $3.0M
M&T Bank Corp 0.01% Reduce -0.1% 25,360 $3.0M
OpenArc Corporate Advisory, LLC 0.05% — 25,151 $3.0M
Ring Mountain Capital, LLC 1.54% Reduce -4.9% 24,553 $3.0M
Boltwood Capital Management 0.78% Add +0.4% 25,133 $3.0M
Fairvoy Private Wealth, LLC 0.67% Add +2.6% 25,121 $3.0M
Evercore Wealth Management, LLC 0.04% Add +12.6% 24,996 $3.0M
Hilltop Holdings Inc. 0.18% Reduce -43.9% 24,932 $3.0M
CoreCap Advisors, LLC 0.10% Reduce -19.3% 24,746 $3.0M
Crew Capital Management, Ltd 1.86% Add +2.4% 24,711 $3.0M
Orleans Capital Management Corp. 1.82% Reduce -13.3% 24,502 $2.9M
Advisor Resource Council 1.04% New 23,922 $2.9M
RPg Family Wealth Advisory, LLC 0.64% Reduce -7.7% 24,330 $2.9M
SteelPeak Wealth, LLC 0.10% Add +8.3% 24,323 $2.9M
Spire Wealth Management 0.10% Add +35.3% 24,038 $2.9M
Wellspring Financial Advisors, LLC 0.22% Reduce -44.7% 23,758 $2.8M
Forvis Mazars Wealth Advisors, LLC 0.05% Reduce -10.8% 23,541 $2.8M
ARS Investment Partners, LLC 0.16% Add +6.8% 23,533 $2.8M
Risk Paradigm Group, LLC 2.70% — 23,471 $2.8M
Zullo Investment Group, Inc. 1.02% Reduce -0.6% 23,291 $2.8M
Constitution Capital LLC 1.31% Add +0.5% 23,113 $2.8M
Certified Advisory Corp 0.25% Add +0.3% 23,014 $2.7M
Prospera Financial Services Inc 0.04% Add +1.2% 22,750 $2.7M
Relyea Zuckerberg Hanson LLC 0.27% No change 22,716 $2.7M
Wall Capital Group, Inc. 2.58% — 22,651 $2.7M
Pallas Capital Advisors LLC 0.09% Reduce -0.5% 22,427 $2.7M
Valeo Financial Advisors, LLC 0.06% Reduce -6.8% 22,202 $2.7M
Graetz Wealth LLC 2.40% — 22,115 $2.6M
Coastal Bridge Advisors, LLC 0.20% Reduce -47.6% 22,096 $2.6M
Proffitt & Goodson Inc. 0.37% Add +32.3% 22,010 $2.6M
Magnolia Capital Management Ltd. 1.95% Add +0.8% 22,012 $2.6M
Polymer Capital Management (HK) LTD 0.41% No change 22,000 $2.6M
Integrated Wealth Concepts LLC 0.03% Reduce -56.7% 21,983 $2.6M
Vontobel Holding Ltd. 0.01% Add +71.5% 21,931 $2.6M
Meridian Wealth Management, LLC 0.09% Reduce -1.2% 21,898 $2.6M
Farmers & Merchants Trust Co of Chambersburg PA 0.73% Add +0.3% 21,893 $2.6M
Johnson Investment Counsel Inc. 0.02% No change 21,783 $2.6M
Advisory Resource Group 0.45% Add +26.6% 21,550 $2.6M
CDM Financial Counseling Services, Inc. 2.40% — 21,444 $2.6M
Sapient Capital LLC 0.04% No change 21,274 $2.6M
Franklin Resources Inc. 0.00% Add +968.5% 21,413 $2.6M
United Asset Strategies, Inc. 0.20% Add +15.9% 21,260 $2.5M
GeoWealth Management, LLC 0.09% Reduce -38.6% 21,251 $2.5M
Colony Family Offices, LLC 0.63% No change 21,174 $2.5M
Symmetry Partners, LLC 0.15% New 20,889 $2.5M
Windsor Capital Management, LLC 0.73% Reduce -1.9% 20,842 $2.5M
D.A. Davidson & Co. 0.02% Add +11.7% 20,744 $2.5M
Point Windward Advisors Inc. 1.20% Add +7.2% 20,724 $2.5M
Providence First Trust Co 0.85% Add +162.5% 20,637 $2.5M
BNP Paribas Financial Markets 0.00% Reduce -39.6% 20,611 $2.5M
Founders Grove Wealth Partners, LLC 0.55% Reduce -0.5% 20,458 $2.4M
Crews Bank & Trust 0.35% Reduce -0.7% 20,368 $2.4M
AAFMAA Wealth Management & Trust LLC 0.95% Reduce -0.5% 20,297 $2.4M
Gallacher Capital Management LLC 0.93% Add +422.5% 20,073 $2.4M
Verus Capital Partners, LLC 0.16% Add +6.7% 20,012 $2.4M
Sowell Financial Services LLC 0.09% Reduce -4.2% 19,898 $2.4M
Financial Freedom, LLC 1.18% No change 19,830 $2.4M
NBT Bank, N.A. 0.15% Reduce -0.2% 19,635 $2.3M
Regions Financial Corp. 0.01% Reduce -11.9% 19,632 $2.3M
Provida Pension Fund Administrator 0.04% No change 19,620 $2.3M
Whittier Trust Co. 0.03% Reduce -0.7% 19,322 $2.3M
Everstar Asset Management, LLC 1.25% Reduce -2.4% 19,562 $2.3M
SMI Advisory Services, LLC 0.40% Reduce -36.5% 18,612 $2.3M
Markin Asset Management, LP 2.52% — 19,207 $2.3M
Pettyjohn, Wood & White, Inc. 0.36% Reduce -2.3% 19,174 $2.3M
Choreo, LLC 0.03% Add +3.6% 18,995 $2.3M
Empowered Funds, LLC 0.04% Reduce -0.2% 19,093 $2.3M
Win Advisors, Inc. 0.96% New 19,005 $2.3M
Horizon Financial Services, LLC 1.02% Add +50.1% 18,845 $2.3M
Rovin Capital /Ut/ 0.60% Add +10.7% 18,806 $2.2M
Kovack Advisors, Inc. 0.11% Add +43.6% 18,794 $2.2M
Cresset Asset Management, LLC 0.01% Add +3.9% 18,768 $2.2M
Pine Valley Investments Ltd Liability Co 0.11% Add +6.8% 18,724 $2.2M
Okabena Investment Services Inc. 0.43% Add +2.1% 18,695 $2.2M
Magnus Financial Group LLC 0.17% Reduce -5.3% 18,640 $2.2M
Cavalier Investments, LLC 0.69% Reduce -7.6% 18,613 $2.2M
World Investment Advisors 0.04% Add +77.3% 18,573 $2.2M
Pinnacle Financial Partners, Inc. 0.02% — 18,519 $2.2M
Essex LLC 0.39% Add +9.8% 18,503 $2.2M
Virtu Financial LLC 0.09% Reduce -58.2% 18,403 $2.2M
Edgestream Partners, L.P. 0.06% New 18,394 $2.2M
Harrell Investment Partners, LLC 0.52% Reduce -15.8% 18,372 $2.2M
ES4, LLC 1.51% — 18,325 $2.2M
StoneX Group Inc. 0.09% Reduce -4.6% 18,127 $2.2M
Terra Nova Asset Management LLC 1.43% No change 18,126 $2.2M
Phoenix Financial Ltd. 0.02% No change 18,000 $2.1M
Stonebridge Financial Planning Group, LLC 0.77% Reduce -2.7% 17,906 $2.1M
Realta Investment Advisors 0.70% Reduce -7.6% 17,893 $2.1M
Straightline Group LLC 1.16% New 17,213 $2.1M
Hansen & Associates Financial Group, Inc. 1.15% Add +8.2% 17,763 $2.1M
Laurel Wealth Advisors LLC 0.28% Add +1.9% 17,529 $2.1M
Centennial Bank 0.83% Add +11.9% 17,454 $2.1M
Cary Street Partners Financial LLC 0.05% Reduce -0.8% 17,394 $2.1M
Capital Investment Counsel, LLC 0.29% Add +15.6% 17,360 $2.1M
Bullock Wealth Management Group 1.01% — 17,274 $2.1M
IFP Advisors, Inc 0.05% Add +28.1% 17,269 $2.1M
Clarus Wealth Advisors 0.85% Add +4.7% 16,430 $2.0M
Calamos Wealth Management LLC 0.07% Add +7.2% 16,962 $2.0M
Blue Chip Partners, LLC 0.15% Add +272.6% 16,834 $2.0M
Frank, Rimerman Advisors LLC 0.13% No change 16,798 $2.0M
Perigon Wealth Management, LLC 0.04% Add +71.2% 16,728 $2.0M
Transcend Capital Advisors, LLC 0.15% Reduce -58.6% 16,716 $2.0M
Camelot Technology Advisors, Inc. 1.49% Reduce -6.8% 16,562 $2.0M
Orion Porfolio Solutions, LLC 0.01% Add +16.8% 16,543 $2.0M
Nwam LLC 0.11% Reduce -44.3% 16,161 $2.0M
AE Wealth Management LLC 0.01% Add +17.3% 16,527 $2.0M
Redwood Financial Network Corp 1.25% Reduce -2.0% 16,479 $2.0M
Mechanics Bank Trust Department 0.26% Reduce -2.4% 16,439 $2.0M
NewEdge Wealth, LLC 0.02% Add +6.7% 16,325 $1.9M
Silver Oak Securities, Incorporated 0.13% Add +127.0% 16,152 $1.9M
SBI Okasan Asset Management Co.Ltd. 0.11% — 16,000 $1.9M
Avidian Wealth Enterprises, LLC 0.07% No change 15,973 $1.9M
Conscious Wealth Investments, LLC 1.14% New 16,167 $1.9M
Rothschild Capital Partners, LLC 0.44% Add +10.1% 15,769 $1.9M
Bfsg, LLC 0.18% Reduce -3.4% 15,640 $1.9M
Regal Investment Advisors LLC 0.11% Add +17.0% 15,596 $1.9M
Summit Trail Advisors, LLC 0.03% Reduce -4.0% 15,582 $1.9M
Wedbush Securities Inc. 0.05% Add +18.0% 15,514 $1.9M
GTS Securities LLC 0.06% Add +24.0% 15,486 $1.8M
Sollinda Capital Management LLC 0.47% Add +346.9% 15,471 $1.8M
Monetary Management Group Inc. 0.42% Add +10.6% 15,380 $1.8M
10Elms LLP 1.92% Add +0.2% 15,376 $1.8M
Western Wealth Management, LLC 0.08% Add +0.6% 15,334 $1.8M
IMC-Chicago, LLC 0.03% New 15,312 $1.8M
Ameritas Advisory Services, LLC 0.07% Add +189.9% 15,149 $1.8M
Group One Trading LLC 0.05% New 15,048 $1.8M
Fifth Third Wealth Advisors LLC 0.06% Add +1.7% 15,015 $1.8M
HBW Advisory Services LLC 0.19% Reduce -1.2% 14,893 $1.8M
M3 Advisory Group, LLC 1.08% Add +0.3% 14,865 $1.8M
AdvisorNet Financial, Inc 0.09% Reduce -17.9% 14,846 $1.8M
Renaissance Technologies 0.00% New 14,836 $1.8M
HSBC Holdings PLC 0.00% New 14,797 $1.8M
Alliancebernstein L.P. 0.00% Reduce -81.0% 14,783 $1.8M
Valmark Advisers, Inc. 0.02% Reduce -2.7% 14,778 $1.8M
Maridea Wealth Management LLC 0.26% Add +1.2% 14,717 $1.8M
CIBC Private Wealth Group LLC 0.00% Reduce -1.0% 14,702 $1.8M
DSG Capital Advisors, LLC 0.27% No change 14,248 $1.7M
Narus Financial Partners, LLC 0.48% Reduce -0.4% 14,601 $1.7M
One Charles Private Wealth Services, LLC 0.45% Reduce -4.9% 14,562 $1.7M
Cullen/Frost Bankers, Inc. 0.02% Reduce -2.0% 14,530 $1.7M
PeakShares LLC 1.69% — 14,494 $1.7M
Elk River Wealth Management LLC 0.28% New 14,380 $1.7M
Abbot Financial Management, Inc. 0.71% Reduce -1.3% 14,270 $1.7M
Fulcrum Equity Management 1.63% Reduce -1.5% 14,251 $1.7M
Kingstone Capital Partners Texas, LLC 0.99% Reduce -0.8% 14,164 $1.7M
Wulff, Hansen & Co. 1.41% Reduce -0.6% 14,098 $1.7M
First National Bank of Omaha 0.05% New 13,964 $1.7M
Atticus Wealth Management, LLC 0.41% Reduce -7.5% 13,914 $1.7M
Montecito Bank & Trust 0.26% No change 13,798 $1.6M
Ledyard National Bank 0.14% Reduce -0.6% 13,618 $1.6M
MKT Advisors LLC 0.55% Add +4.1% 13,482 $1.6M
Delta Financial Advisors LLC 0.42% Add +41.6% 13,456 $1.6M
Bessemer Group Inc. 0.00% Reduce -1.9% 13,292 $1.6M
Jacobi Capital Management LLC 0.09% Reduce -28.8% 13,277 $1.6M
Plimoth Trust Co. LLC 0.35% Reduce -2.6% 13,199 $1.6M
TBH Global Asset Management, LLC 0.26% Add +671.6% 19,831 $1.6M
Neuberger Berman Group LLC 0.00% No change 13,036 $1.6M
Madden Advisory Services, Inc. 0.63% Reduce -2.1% 13,015 $1.6M
Cohen & Steers, Inc. 0.00% No change 13,000 $1.6M
Ieq Capital, LLC 0.00% Reduce -0.6% 12,959 $1.5M
Bluedoor Private Wealth, LLC 0.71% — 12,910 $1.5M
First Business Financial Services, Inc. 0.14% No change 12,902 $1.5M
Parallel Advisors, LLC 0.03% Add +9.5% 12,899 $1.5M
Crestwood Advisors Group, LLC 0.03% Reduce -2.3% 12,872 $1.5M
Bangor Savings Bank 0.12% Reduce -16.0% 12,867 $1.5M
Great Valley Advisor Group, Inc. 0.03% Add +2.1% 12,835 $1.5M
Wilmington Savings Fund Society, FSB 0.04% Reduce -6.0% 12,830 $1.5M
Whittier Trust Co. of Nevada Inc. 0.03% No change 12,606 $1.5M
Wesbanco Bank Inc. 0.04% Reduce -1.4% 12,730 $1.5M
Moneta Group Investment Advisors LLC 0.01% Add +6.9% 12,622 $1.5M
CWA Asset Management Group, LLC 0.05% Reduce -2.8% 12,568 $1.5M
Avior Wealth Management, LLC 0.05% Reduce -19.1% 12,433 $1.5M
Curat Global, LLC 1.64% Reduce -28.5% 12,398 $1.5M
Purus Wealth Management, LLC 0.46% Reduce -0.6% 12,345 $1.5M
Perennial Investment Advisors, LLC 0.12% Add +1.7% 12,242 $1.5M
Prime Capital Investment Advisors, LLC 0.02% Add +3.2% 12,143 $1.4M
First Manhattan Co. Llc. 0.00% Reduce -28.3% 12,090 $1.4M
United Capital Financial Advisors, LLC 0.01% Add +41.5% 12,063 $1.4M
Nations Financial Group Inc, /Ia/ 0.08% Reduce -5.8% 12,020 $1.4M
Citizens Financial Group Inc. 0.02% Reduce -16.8% 12,012 $1.4M
Allworth Financial LP 0.01% Add +5.8% 11,971 $1.4M
Kanawha Capital Management LLC 0.10% Reduce -0.3% 11,948 $1.4M
C2C Wealth Management, LLC 1.20% Reduce -4.6% 11,926 $1.4M
Harbour Investments, Inc. 0.03% Reduce -27.7% 11,919 $1.4M
Per Stirling Capital Management, LLC. 0.16% Reduce -3.7% 11,908 $1.4M
Shepherd Financial Partners LLC 0.13% Reduce -1.4% 11,864 $1.4M
Agate Pass Investment Management, LLC 0.53% Reduce -24.4% 11,858 $1.4M
Pines Wealth Management, LLC 0.46% Reduce -1.5% 11,829 $1.4M
Provident Co of the Employees of the Hebrew University LTD 1.46% No change 11,818 $1.4M
Capitol Family Office, Inc. 1.66% Add +6.6% 11,807 $1.4M
Belpointe Asset Management LLC 0.05% Reduce -9.3% 11,799 $1.4M
Baker Avenue Asset Management, LP 0.03% No change 11,726 $1.4M
Integrity Alliance, Llc. 0.05% Add +49.1% 11,723 $1.4M
James Investment Research, Inc. 0.15% Reduce -4.2% 11,648 $1.4M
Afg Fiduciary Services Limited Partnership 0.83% Reduce -1.6% 11,751 $1.4M
Tocqueville Asset Management L.P. 0.02% Reduce -7.9% 11,600 $1.4M
First Wilshire Securities Management Inc. 0.35% No change 11,596 $1.4M
Sentinel Trust Co. Lba 0.14% Reduce -3.5% 11,556 $1.4M
First National Bank of Hutchinson 0.80% Reduce -57.7% 11,488 $1.4M
Corsicana & Co. 0.75% No change 11,220 $1.3M
MidFirst Bank 0.11% — 11,168 $1.3M
Roberts Wealth Advisors, LLC 0.35% Reduce -6.1% 11,142 $1.3M
Arete Wealth Advisors, LLC 0.09% Add +1.8% 10,888 $1.3M
Soltis Investment Advisors LLC 0.08% Reduce -8.2% 10,685 $1.3M
Country Trust Bank 0.02% Reduce -3.2% 10,642 $1.3M
Oak Family Advisors, LLC 0.39% Reduce -10.6% 10,613 $1.3M
Wealthspire Advisors, LLC 0.01% Add +1.1% 10,604 $1.3M
Cary Street Partners Investment Advisory LLC 0.34% Add +981.4% 10,576 $1.3M
Gladstone Institutional Advisory LLC 0.05% Add +21.8% 10,570 $1.3M
Kingsview Wealth Management, LLC 0.02% Reduce -2.7% 10,564 $1.3M
Signet Financial Management, LLC 0.14% Reduce -4.5% 10,401 $1.2M
Bailard, Inc. 0.03% Add +3.4% 10,340 $1.2M
Live Oak Investment Partners 0.76% Add +1.3% 10,338 $1.2M
Institute for Wealth Management, LLC. 0.13% Add +4.7% 10,312 $1.2M
Henson-Edgewater Management, LLC 0.73% — 10,310 $1.2M
Evoke Wealth, LLC 0.02% New 10,308 $1.2M
State Street Corp. 0.00% Reduce -98.5% 10,272 $1.2M
Childress Capital Advisors, LLC 0.20% Add +18.3% 10,170 $1.2M
Flputnam Investment Management Co. 0.02% Add +191.7% 10,086 $1.2M
Rwa Wealth Partners, LLC 0.01% Add +3.0% 10,060 $1.2M
Wealthfront Advisers LLC 0.00% Reduce -22.6% 10,051 $1.2M
St. Johns Investment Management Company, LLC 0.50% Add +5.5% 10,026 $1.2M
Quadcap Wealth Management, LLC 0.14% Reduce -3.1% 10,010 $1.2M
Transamerica Financial Advisors, LLC 0.10% Reduce -0.2% 9,951 $1.2M
Financial & Tax Architects, LLC 0.27% Add +4.3% 9,929 $1.2M
Golden State Wealth Management, LLC 0.12% Add +0.2% 9,848 $1.2M
Scotia Capital Inc. 0.00% Add +16.4% 9,711 $1.2M
Hyundai Investments Co., Ltd. 1.12% New 9,566 $1.2M
Byrne Financial Freedom, LLC 0.52% Reduce -1.2% 9,534 $1.1M
Sherman Asset Management, Inc. 0.96% Add +0.1% 9,509 $1.1M
RCW Management, LLC 1.15% — 9,498 $1.1M
Global Retirement Partners, LLC 0.02% Reduce -39.1% 9,459 $1.1M
Cornerstone National Bank & Trust Co 0.45% Add +0.2% 9,428 $1.1M
Summit Financial, LLC 0.02% Reduce -1.1% 9,396 $1.1M
Smith Salley Wealth Management 0.06% Reduce -2.1% 9,366 $1.1M
Beacon Financial Advisory LLC 0.26% No change 9,365 $1.1M
Calton & Associates, Inc. 0.16% No change 9,295 $1.1M
Rothschild Wealth LLC 0.11% Reduce -1.2% 9,210 $1.1M
V2 Financial group LLC 0.54% Add +1.1% 9,200 $1.1M
City Holding Co. 0.13% Reduce -10.3% 9,171 $1.1M
Mission Creek Capital Partners, Inc. 0.22% Reduce -3.8% 9,148 $1.1M
Advyzon Investment Management, LLC 0.13% Add +18.3% 9,143 $1.1M
Turtle Creek Wealth Advisors, LLC 0.09% Reduce -48.8% 9,120 $1.1M
DV Trading LLC 0.09% — 9,069 $1.1M
DRW Securities, LLC 0.08% New 9,066 $1.1M
Ausdal Financial Partners, Inc. 0.05% Reduce -23.1% 8,975 $1.1M
Pure Financial Advisors, LLC 0.02% Reduce -10.7% 8,943 $1.1M
Harbor Investment Advisory, LLC 0.08% Add +7.7% 8,813 $1.1M
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -0.8% 8,767 $1.0M
Acorn Financial Advisory Services Inc. 0.15% Add +10.7% 8,760 $1.0M
E&G Advisors, LLC 0.23% Add +0.2% 8,745 $1.0M
Flagship Harbor Advisors, LLC 0.05% Reduce -4.2% 8,706 $1.0M
Simplicity Wealth,LLC 0.06% Reduce -37.0% 8,637 $1.0M
Journey Advisory Group, LLC 0.09% Reduce -20.2% 8,524 $1.0M
SCS Capital Management LLC 0.01% Reduce -7.6% 8,596 $1.0M
Thomasville National Bank 0.06% Reduce -1.9% 8,572 $1.0M
Ally Invest Advisors Inc. 0.07% Reduce -4.5% 8,510 $1.0M
Bradley Foster & Sargent Inc. 0.01% Reduce -1.8% 8,507 $1.0M
Bramshill Investments, LLC 0.06% New 8,500 $1.0M
Biondo Investment Advisors, LLC 0.12% Add +1.9% 8,428 $1.0M
Private Wealth Advisors, LLC 0.36% Add +0.2% 8,388 $1.0M
New Wave Wealth Advisors LLC 0.37% Add +8.1% 8,370 $999K
Modern Wealth Management, LLC 0.02% Add +68.2% 8,347 $997K
Vilga Financial Planning LLC 0.95% — 8,279 $989K
Schrum Private Wealth Management LLC 0.73% No change 8,244 $984K
Wakefield Asset Management LLLP 0.26% New 8,174 $976K
Ingalls & Snyder LLC 0.04% Add +5.5% 8,094 $967K
Luminist Capital LLC 1.19% Reduce -59.4% 8,089 $966K
Level Four Advisory Services, LLC 0.03% Reduce -11.4% 8,078 $965K
Williams Jones Wealth Management, LLC. 0.01% No change 8,060 $962K
Moulton Wealth Management, Inc. 0.91% Reduce -0.3% 8,099 $958K
Keel Point, LLC 0.06% Reduce -3.5% 8,012 $957K
Capital Analysts, LLC 0.03% Add +4.0% 8,002 $955K
WorthPointe, LLC 0.25% New 7,962 $951K
ExodusPoint Capital Management, LP 0.01% No change 7,844 $937K
Ascentis Independent Advisors 0.15% Add +236.1% 7,798 $931K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +38.3% 7,697 $924K
Vista Investment Management 0.30% Reduce -0.2% 7,726 $923K
Archford Capital Strategies, LLC 0.11% No change 7,725 $922K
Counterweight Ventures, LLC 0.52% Add +0.9% 7,713 $921K
GenTrust, LLC 0.04% Reduce -5.4% 7,707 $920K
Ayalon Insurance Comp Ltd. 0.22% Reduce -93.5% 7,635 $912K
Kagan Cocozza Asset Management 0.65% Reduce -10.0% 7,596 $907K
Credit Industriel Et Commercial 0.21% Reduce -1.2% 7,559 $903K
First Citizens Financial Corp 0.44% No change 7,542 $901K
Rockingstone Advisors LLC 0.40% Add +8.0% 7,428 $887K
Vise Technologies, Inc. 0.02% Add +216.3% 7,369 $880K
Birchcreek Wealth Management, LLC 0.43% Reduce -40.7% 7,348 $877K
Alpha Wealth Funds, LLC 0.59% Reduce -2.3% 7,341 $877K
Generation Capital Management LLC 0.57% New 7,330 $875K
Verition Fund Management LLC 0.00% Add +15.9% 7,300 $872K
Gsa Capital Partners LLP 0.07% Reduce -30.4% 7,269 $868K
Jacobs Equity LLC 0.83% — 7,227 $863K
Founders Financial Alliance, LLC 0.16% Reduce -1.7% 7,200 $860K
McAdam, LLC 0.04% Add +8.2% 7,112 $849K
Nixon Peabody Trust Co. 0.06% No change 7,104 $848K
Invst, LLC 0.09% Reduce -27.9% 7,083 $846K
Oxler Private Wealth LLC 0.24% Add +0.2% 7,061 $843K
Financial Engines Advisors L.L.C. 0.00% Reduce -0.9% 7,047 $841K
Greenleaf Trust 0.01% Reduce -0.7% 7,044 $841K
KDK Private Wealth Management, LLC 0.73% Reduce -3.4% 7,032 $840K
Exencial Wealth Advisors, LLC 0.03% No change 6,991 $835K
Integral Investment Advisors, Inc. 0.21% Reduce -4.3% 6,959 $831K
McHugh Group, LLC 0.48% No change 6,950 $830K
Ducere Wealth Management LLC 0.32% — 6,929 $827K
WT Wealth Management 0.24% Add +8.4% 6,893 $823K
First Citizens Bank & Trust Co. 0.02% Add +2.9% 6,852 $818K
Mirador Capital Partners LP 0.11% Reduce -27.9% 6,805 $813K
Capstone Investment Advisors, LLC 0.01% Add +44.7% 6,739 $805K
Circle Wealth Management, LLC 0.01% No change 6,722 $803K
Rehmann Capital Advisory Group 0.04% Add +0.1% 6,701 $800K
Athena Investment Management 0.41% No change 6,700 $800K
Stratos Wealth Advisors, LLC 0.04% Reduce -0.6% 6,676 $797K
Cassaday & Co Wealth Management LLC 0.02% Reduce -13.2% 6,662 $796K
Ark Wealth Advisors LLC 0.86% — 6,662 $796K
Occidental Asset Management, LLC 0.09% Add +2.8% 6,574 $785K
Farther Finance Advisors, LLC 0.01% Add +6.6% 6,550 $782K
Wealthgarden F.S. LLC 0.51% Reduce -7.0% 6,323 $773K
Beacon Bridge Wealth Partners, LLC 0.26% New 6,465 $772K
BCS Wealth Management 0.08% Add +278.2% 6,362 $760K
Partners Wealth Management, LLC 0.79% Reduce -1.2% 6,339 $757K
SVB Wealth LLC 0.04% Reduce -20.6% 6,306 $753K
Conservest Capital Advisors, Inc. 0.07% New 6,297 $752K
Fenimore Asset Management Inc 0.02% No change 6,276 $749K
Raleigh Capital Management Inc. 0.27% New 6,249 $746K
Main Street Financial Solutions, LLC 0.06% Add +5.7% 6,180 $738K
Mgo One Seven LLC 0.01% Reduce -29.9% 6,167 $736K
Creative Financial Designs Inc. 0.05% Reduce -67.1% 6,144 $734K
First National Trust Co 0.02% Reduce -6.6% 6,126 $732K
KPP Advisory Services LLC 0.11% No change 6,116 $730K
CENTRAL TRUST Co 0.01% Reduce -8.0% 6,095 $728K
OneDigital Investment Advisors LLC 0.01% Reduce -18.3% 6,094 $728K
Insight Advisors, LLC/ PA 0.11% Reduce -1.7% 6,071 $725K
Chevy Chase Trust Holdings, LLC 0.00% Add +0.7% 6,064 $724K
China Universal Asset Management Co., Ltd. 0.06% No change 6,030 $720K
Capstone Wealth Management Group LLC 0.44% No change 6,016 $718K
Legacy Private Trust Co. 0.04% Reduce -1.5% 5,990 $715K
Bryn Mawr Trust Advisors, LLC 0.03% Reduce -5.0% 5,978 $714K
Empirical Asset Management, LLC 0.20% Add +0.3% 5,973 $713K
Nikulski Financial, Inc. 0.17% Add +67.6% 5,956 $711K
Mma Asset Management LLC 0.25% Add +0.1% 5,912 $706K
Burford Brothers, Inc. 0.29% No change 5,890 $703K
Moors & Cabot, Inc. 0.03% Reduce -0.6% 5,836 $697K
Thompson Davis & Co., Inc. 0.42% Add +3.7% 5,820 $695K
International Assets Investment Management, LLC 0.05% Reduce -0.2% 5,782 $690K
Personal Cfo Solutions, LLC 0.11% Reduce -2.8% 5,775 $690K
Ameritas Investment Partners, Inc. 0.02% Add +54.1% 5,750 $687K
Wealth Quarterback LLC 0.25% Reduce -75.7% 5,705 $681K
tru Independence LLC 0.17% Reduce -0.6% 5,702 $681K
Kraft, Davis & Associates, LLC 0.15% Reduce -3.5% 5,482 $681K
Clarius Group, LLC 0.04% Reduce -10.9% 5,682 $678K
Lynch & Associates 0.13% No change 5,668 $677K
M.E. Allison & Co., Inc. 0.46% Add +1.8% 5,654 $675K
Koshinski Asset Management, Inc. 0.04% Reduce -34.3% 5,650 $675K
NWF Advisory Services Inc. 0.07% Add +0.3% 5,625 $672K
Arrow Financial Corp 0.07% Reduce -0.8% 5,599 $669K
Lunt Capital Management, Inc. 0.25% Reduce -6.0% 5,565 $665K
Baldwin Wealth Partners LLC 0.04% No change 5,540 $662K
Palumbo Wealth Management LLC 0.16% New 5,530 $660K
Sage Capital Management, LLC 0.30% Add +0.1% 5,512 $658K
Signature Estate & Investment Advisors LLC 0.01% Add +0.6% 5,496 $656K
Fiduciary Alliance LLC 0.04% Add +1.7% 5,482 $655K
VCI Wealth Management LLC 0.18% New 5,471 $653K
Whitener Capital Management, Inc. 0.15% Add +0.6% 5,454 $651K
Burns J W & Co. Inc. 0.07% No change 5,454 $651K
Pinnacle Family Advisors, LLC 0.29% New 5,443 $650K
Fourpath Capital Management, LLC 0.09% Reduce -1.7% 5,425 $648K
Milestone Asset Management, LLC 0.12% Reduce -1.2% 5,422 $648K
Councilmark Asset Management, LLC 0.36% No change 5,400 $645K
Westside Investment Management, Inc. 0.10% Add +16.9% 5,390 $642K
Stonebrook Private Inc. 0.13% Add +4.2% 5,370 $641K
Wealthcare Advisory Partners LLC 0.01% Reduce -50.3% 5,347 $638K
Destiny Wealth Partners, LLC 0.07% No change 5,204 $637K
Ashton Thomas Securities, LLC 0.12% Reduce -44.5% 5,326 $636K
New York Life Investment Management LLC 0.01% New 5,241 $626K
Meridian Wealth Advisors, LLC 0.09% No change 5,200 $621K
Alpine Global Management, LLC 0.15% Add +139.4% 5,195 $620K
Tempus Wealth Planning, LLC 0.14% Reduce -3.0% 5,187 $619K
Wealth Enhancement Trust Services, Inc. 0.08% — 5,126 $612K
Peak Retirement Planning, Inc. 0.14% Reduce -94.4% 5,119 $611K
Kwmg, LLC 0.05% Reduce -19.6% 5,112 $610K
Clearstead Advisors, LLC 0.01% Reduce -1.4% 5,100 $609K
Prostatis Group LLC 0.14% Reduce -5.5% 5,087 $607K
Savant Capital, LLC 0.00% Reduce -25.2% 5,066 $605K
Optas, LLC 0.09% No change 5,044 $602K
Fjell Capital, LLC 0.46% Add +4.4% 5,029 $601K
Worthington Financial Partners, LLC 0.52% — 4,925 $588K
Murphy & Mullick Capital Management Corp 0.42% Add +64.5% 4,923 $588K
Fiduciary Trust Co 0.01% Reduce -19.0% 4,906 $586K
Whalerock Point Partners, LLC 0.11% No change 4,888 $584K
Kensington Investment Counsel, LLC 0.24% New 4,865 $581K
FineMark National Bank & Trust 0.02% No change 4,848 $579K
University of Texas/Texas Am Investment Management Co. 0.08% Add +33.3% 4,845 $579K
Wedmont Private Capital 0.02% Add +0.1% 4,749 $574K
City Center Advisors, LLC 0.53% Reduce -21.9% 4,790 $572K
CHICAGO TRUST Co NA 0.09% Reduce -10.3% 4,788 $572K
Legacy Capital Group California, Inc. 0.14% Add +3.1% 4,780 $571K
Essex Bank 0.12% New 4,778 $571K
Insigneo Advisory Services, LLC 0.04% Reduce -7.5% 4,762 $569K
Venture Visionary Partners LLC 0.02% Add +16.2% 4,679 $559K
Russell Investments Group, Ltd. 0.00% Reduce -6.9% 4,669 $558K
Sovran Advisors, LLC 0.05% Add +0.8% 4,538 $557K
Ranch Capital Advisors Inc. 0.20% Reduce -0.3% 4,656 $556K
Strategic Blueprint, LLC 0.03% Add +17.5% 4,642 $554K
Allie Family Office LLC 0.26% Reduce -50.0% 2,320 $554K
VestGen Advisors, LLC 0.02% Add +118.2% 4,635 $553K
Rockland Trust Co. 0.02% Add +30.0% 4,630 $553K
Silverlake Wealth Management LLC 0.12% Reduce -17.4% 4,612 $551K
Delta Capital Management LLC 0.31% No change 4,600 $549K
Campion Asset Management 0.38% No change 4,574 $546K
Allen Investment Management, LLC 0.01% No change 4,556 $544K
Stock Yards Bank & Trust Co. 0.02% Reduce -6.3% 4,530 $541K
Bedell Frazier Investment Counselling, LLC 0.10% Add +76.6% 4,521 $540K
Pitcairn Wealth Advisors LLC 0.05% — 4,520 $540K
Mill Creek Capital Advisors, LLC 0.01% No change 4,517 $539K
Chilton Capital Management LLC 0.02% Reduce -0.8% 4,516 $539K
J.Safra Asset Management Corp 0.03% New 4,462 $533K
Waterloo Capital, L.P. 0.04% Add +2.4% 4,450 $531K
Private Trust Co. NA 0.05% Add +7.6% 4,450 $531K
Signature Wealth Management Partners, LLC 0.26% No change 4,446 $531K
Tyche Wealth Partners LLC 0.08% Add +14.7% 4,435 $530K
Eastern Bank 0.01% Add +1.1% 4,422 $528K
Astra Wealth Partners LLC 0.32% Reduce -0.5% 4,416 $527K
Pacific Sun Financial Corp 0.25% No change 4,412 $527K
Argent Trust Co 0.02% Reduce -10.1% 4,389 $524K
Kathmere Capital Management, LLC 0.04% Reduce -7.8% 4,378 $523K
Nadler Financial Group, Inc. 0.05% Add +0.2% 4,336 $518K
Stratos Investment Management, LLC 0.02% Add +8.3% 4,334 $518K
King Luther Capital Management Corp. 0.00% No change 4,330 $517K
Chemistry Wealth Management LLC 0.10% Reduce -11.7% 4,302 $514K
Apollon Wealth Management, LLC 0.01% Add +0.6% 4,299 $513K
Fearless Solutions, LLC dba Best Invest 0.31% Add +1.4% 4,234 $506K
Vident Advisory, LLC 0.00% Reduce -0.4% 4,232 $505K
Dearborn Partners LLC 0.03% Add +14.1% 4,198 $501K
Atala Financial Inc 0.32% Reduce -50.0% 4,135 $498K
Coldstream Capital Management Inc. 0.01% Reduce -7.5% 4,152 $496K
BBR Partners, LLC 0.03% Add +88.8% 4,146 $495K
Johnson Financial Group, Inc. 0.02% Reduce -3.4% 4,117 $492K
Oxford Financial Group, LTD. LLC 0.03% Add +2532.1% 4,106 $490K
Rollins Financial Advisors, LLC 0.07% No change 4,079 $487K
Secure Asset Management, LLC 0.08% Reduce -0.7% 4,074 $486K
IFC Advisors LLC 0.07% Add +0.2% 4,071 $486K
MRWM Advisors, LLC 0.26% No change 4,070 $486K
Financial Consulate, Inc. 0.07% Reduce -0.9% 4,065 $485K
Sage Capital Advisors,llc 0.12% Reduce -0.9% 4,058 $485K
Thayer Partners, LLC / MA 0.23% — 4,031 $481K
Wealth Architects, LLC 0.04% No change 4,028 $481K
EPG Wealth Management LLC 0.13% Add +0.3% 4,022 $480K
Galvin, Gaustad & Stein, LLC 0.04% Add +1.5% 4,021 $480K
Arax Advisory Partners 0.01% New 4,007 $478K
Arcus Capital Partners, LLC 0.17% New 4,000 $478K
Choate Investment Advisors 0.01% No change 4,000 $478K
Tiller Private Wealth, Inc. 0.17% Add +3.5% 3,991 $477K
Heritage Oak Wealth Advisors LLC 0.18% New 3,991 $477K
Strategic Family Wealth Counselors, L.L.C. 0.11% No change 4,000 $476K
Mullooly Asset Management, Inc. 0.17% No change 3,957 $473K
Regent Peak Wealth Advisors LLC 0.09% Reduce -11.1% 3,946 $471K
SeaCrest Wealth Management, LLC 0.05% Add +6.1% 3,893 $471K
Lake Street Private Wealth, LLC 0.06% Reduce -1.7% 3,941 $471K
Frisch Financial Group, Inc. 0.11% Add +3.2% 3,928 $469K
YHB Investment Advisors, Inc. 0.03% New 3,922 $468K
Noesis Capital Mangement Corp. 0.07% Reduce -1.6% 3,914 $467K
RDA Financial Network 0.11% Reduce -0.3% 3,908 $467K
Legacy Financial Strategies, LLC 0.08% No change 3,900 $466K
Bragg Financial Advisors, Inc 0.01% Reduce -3.3% 3,857 $461K
Credit Agricole S A 0.00% Reduce -62.2% 3,838 $458K
L & S Advisors Inc 0.05% Reduce -0.3% 3,836 $458K
Alpine Woods Capital Investors, LLC 0.11% No change 3,800 $454K
Brooklyn Investment Group 0.02% Add +50.2% 3,738 $452K
Trust Point Inc. 0.04% Add +1.0% 3,778 $451K
Sagespring Wealth Partners, LLC 0.01% Add +25.5% 3,768 $450K
Richard W. Paul & Associates, LLC 0.15% Reduce -30.3% 3,768 $450K
Fagan Associates, Inc. 0.06% Reduce -2.4% 3,766 $450K
Elevatus Welath Management 0.12% Add +0.2% 3,758 $449K
Mizuho Markets Cayman LP 0.02% New 3,752 $448K
Arista Wealth Management, LLC 0.05% No change 3,740 $447K
Jackson Hole Capital Partners, LLC 0.08% No change 3,723 $445K
Berger Financial Group, Inc 0.03% No change 3,708 $443K
Total Wealth Planning & Management, Inc. 0.35% — 3,704 $442K
JNBA Financial Advisors 0.04% No change 3,702 $442K
Huntleigh Advisors, Inc. 0.07% Add +16.9% 3,693 $441K
JM2 Capital Inc. 0.35% — 3,677 $439K
Lifestyle Asset Management, Inc. 0.14% New 3,664 $438K
Wealthstar Advisors, LLC 0.24% Add +0.1% 3,648 $436K
Mosley Wealth Management 0.20% — 1,834 $434K
LVM Capital Management Ltd. 0.04% Reduce -1.7% 3,624 $433K
GWN Securities Inc. 0.09% Add +1.3% 3,625 $433K
Phillips Wealth Planners LLC 0.35% Reduce -50.0% 3,557 $432K
Hopwood Financial Services, Inc. 0.30% Add +7.7% 3,587 $428K
Seven Springs Wealth Group, LLC 0.12% Add +4.8% 3,580 $428K
National Bank of Canada 0.00% Add +56.4% 3,579 $427K
HF Advisory Group, LLC 0.15% Add +1.5% 3,551 $424K
Signature Equity Partners, LLC 0.23% — 3,543 $423K
Contravisory Investment Management, Inc. 0.08% Reduce -9.0% 3,543 $423K
Bayban 0.37% — 3,524 $421K
Crown Wealth Group, LLC 0.12% New 3,512 $419K
Flywheel Private Wealth LLC 0.26% No change 3,506 $419K
Bowman & Co S.C. 0.18% Add +80.3% 3,498 $418K
Tempo Wealth, LLC 0.07% — 3,475 $415K
Goelzer Investment Management, Inc. 0.02% Reduce -11.3% 3,453 $412K
EverSource Wealth Advisors, LLC 0.02% Add +62.0% 3,435 $410K
Bensler, LLC 0.04% Reduce -10.3% 3,428 $409K
SkyOak Wealth, LLC 0.07% No change 3,398 $406K
Endeavor Private Wealth, Inc. 0.12% Reduce -2.7% 3,381 $404K
Clear Retirement Advice LLC 0.31% — 3,352 $403K
Joseph P. Lucia & Associates, LLC 0.14% Reduce -29.5% 3,365 $402K
Autumn Glory Partners, LLC 0.14% Reduce -2.8% 3,353 $400K
Everett Harris & Co. 0.00% No change 3,352 $400K
San Luis Wealth Advisors LLC 0.07% No change 3,338 $399K
CrossGen Wealth, LLC 0.35% — 3,335 $398K
Keystone Financial Group 0.03% Add +3.1% 3,317 $396K
Mattern Wealth Management LLC 0.08% No change 3,316 $396K
Bokf, NA 0.01% Reduce -1.7% 3,308 $395K
Beaumont Financial Advisors, LLC 0.03% Add +41.8% 3,290 $393K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -0.2% 3,282 $392K
STAR Financial Bank 0.20% No change 3,266 $390K
Halbert Hargrove Global Advisors, LLC 0.02% Add +0.2% 3,264 $390K
Sharkey, Howes & Javer 0.05% No change 3,260 $389K
Charter Oak Capital Management, LLC 0.03% No change 3,258 $389K
Iron Gate Global Advisors LLC 0.04% No change 3,250 $388K
Visionary Wealth Advisors 0.02% Reduce -1.4% 3,249 $388K
Olistico Wealth, LLC 0.19% No change 3,248 $388K
1900 Wealth Management LLC 0.02% Add +0.2% 3,202 $382K
First United Bank & Trust 0.12% No change 3,200 $382K
Independent Advisor Alliance 0.01% Add +29.9% 3,182 $380K
Joel Isaacson & Co., LLC 0.01% Add +65.7% 3,178 $379K
SmartHarvest Portfolios, LLC 0.13% — 3,162 $378K
Miramontes Capital, LLC 0.13% — 3,157 $377K
Blue Trust, Inc. 0.00% Add +7.4% 3,153 $377K
ELCO Management Co., LLC 0.24% Reduce -24.1% 3,150 $376K
Swmg, LLC 0.10% Reduce -17.7% 3,177 $375K
Smith, Moore & Co. 0.03% Add +10.6% 3,139 $375K
Principal Securities, Inc. 0.01% Add +14.0% 3,133 $374K
United Advisor Group, LLC 0.05% Reduce -3.8% 3,126 $373K
Community Bank, N.A. 0.04% Reduce -3.4% 3,124 $373K
Thoroughbred Financial Services, LLC 0.02% Add +2.8% 3,128 $373K
Bay Rivers Group 0.15% Reduce -2.2% 3,121 $373K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -12.0% 3,106 $371K
Heartwood Wealth Advisors LLC 0.03% Reduce -5.3% 3,101 $370K
Titleist Asset Management, LLC 0.03% Add +0.3% 3,098 $370K
Sovereign Financial Group, Inc. 0.07% New 3,094 $369K
Clear Street Group Inc. 0.00% Add +16.5% 3,082 $368K
Elm Partners Management LLC 0.02% No change 3,078 $368K
Capital Square, LLC 0.18% Add +4.7% 3,014 $360K
Signal Advisors Wealth, LLC 0.03% Reduce -92.3% 2,993 $357K
Doliver Advisors, LP 0.09% No change 2,980 $356K
Compound Planning, Inc. 0.01% New 2,972 $355K
Journey Strategic Wealth LLC 0.01% Reduce -2.0% 2,970 $355K
Resolute Wealth Strategies, LLC 0.16% Add +0.2% 2,967 $354K
National Wealth Management Group, LLC 0.12% New 2,959 $353K
Empower Advisory Group, LLC 0.00% Add +13.2% 2,956 $353K
MPS Loria Financial Planners, LLC 0.09% No change 2,954 $353K
Haverford Trust Co 0.00% Reduce -1.1% 2,952 $352K
Latitude Advisors, LLC 0.15% Add +2.8% 2,950 $352K
Graves Light Lenhart Wealth, Inc. 0.04% No change 2,949 $352K
James J. Burns & Company, LLC 0.05% No change 2,948 $352K
Archer Investment Management, LLC 0.19% New 2,948 $352K
Performance Wealth Partners, LLC 0.01% Reduce -4.5% 2,942 $351K
Kaizen Financial Strategies 0.16% Add +37.4% 2,942 $351K
Penobscot Wealth Management 0.11% No change 2,938 $351K
Focus Partners Advisor Solutions, LLC 0.00% New 2,933 $350K
Aries Wealth Management 0.08% No change 2,930 $350K
Tsfg, LLC 0.05% No change 2,920 $349K
One Capital Management, LLC 0.01% Reduce -6.5% 2,922 $349K
American State Bank (Iowa) 0.17% No change 2,916 $348K
Game Plan Financial Advisors, LLC 0.15% Add +627.5% 2,910 $347K
Cypress Wealth Services, LLC 0.05% New 2,906 $347K
Avantax Planning Partners, Inc. 0.01% Reduce -26.9% 2,906 $347K
BIP Wealth, LLC 0.01% Add +4.3% 2,894 $346K
Alpha Cubed Investments, LLC 0.01% New 2,891 $345K
River Wealth Advisors LLC 0.04% Add +8.1% 2,878 $344K
Farmers National Bank 0.08% Add +15.5% 2,870 $343K
Luts & Greenleigh Group, Inc. 0.29% No change 2,862 $342K
Leeward Financial Partners, LLC 0.10% Reduce -7.8% 2,858 $341K
Zacks Investment Management 0.00% Add +32.6% 2,848 $340K
Spartan Planning & Wealth Management 0.25% Reduce -7.5% 2,844 $340K
OneAscent Family Office, LLC 0.23% Add +0.2% 2,837 $339K
BOK Financial Private Wealth, Inc. 0.02% Add +239.8% 2,834 $338K
F/m Investments LLC 0.01% Add +12.4% 2,822 $337K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -42.1% 2,818 $337K
Griffin Asset Management, Inc. 0.04% New 2,806 $335K
Great Lakes Advisors, LLC 0.00% Add +8.7% 2,796 $334K
Caldwell Sutter Capital, Inc. 0.14% No change 2,774 $331K
American Trust 0.03% Reduce -4.3% 2,765 $330K
Ironwood Financial, llc 0.06% Reduce -4.6% 2,638 $328K
Ascent Group, LLC 0.01% Reduce -42.2% 2,736 $327K
Truvestments Capital LLC 0.06% No change 2,735 $327K
Horizon Wealth Management, LLC 0.05% No change 2,730 $326K
Inscription Capital, LLC 0.03% Reduce -13.0% 2,722 $325K
Bison Wealth, LLC 0.04% Add +81.6% 3,015 $325K
Leo Wealth, LLC 0.02% New 2,700 $322K
Rhodes Investment Advisors Inc. 0.26% — 2,700 $322K
Northbridge Financial Group, LLC 0.14% — 2,695 $322K
Laurel Oak Wealth Management, LLC 0.05% — 2,694 $322K
Glen Eagle Advisors, LLC 0.04% Reduce -28.0% 2,694 $322K
DF Dent & Co. Inc. 0.00% Reduce -6.6% 2,674 $319K
Pension & Wealth Management Advisors, Inc. 0.09% No change 2,670 $319K
Talisman Wealth Advisors LLC 0.25% Reduce -16.1% 2,657 $318K
Chicago Partners Investment Group LLC 0.01% Reduce -5.1% 2,582 $318K
Balboa Wealth Partners 0.05% Reduce -8.7% 2,662 $318K
Foster Victor Wealth Advisors, LLC 0.02% No change 2,592 $317K
Midland Wealth Advisors, LLC 0.02% No change 2,650 $316K
May Hill Capital, LLC 0.09% New 2,649 $316K
Icon Wealth Advisors, LLC 0.02% Reduce -5.1% 2,638 $315K
LBMC Investment Advisors, LLC 0.02% Reduce -3.6% 2,634 $315K
Broadleaf Partners, LLC 0.07% No change 2,632 $314K
Modera Wealth Management, LLC 0.00% Reduce -11.0% 2,630 $314K
Curi Capital, LLC 0.01% Add +46.2% 2,625 $313K
Mission Wealth Management, LP 0.01% Reduce -3.3% 2,621 $313K
Private Wealth Partners, LLC 0.02% Reduce -25.7% 2,606 $311K
Teamwork Financial Advisors, LLC 0.03% New 2,605 $311K
BTS Asset Management, Inc. 0.42% New 2,623 $311K
Stillwater Wealth Management Group 0.21% No change 2,600 $310K
LFA - Lugano Financial Advisors SA 0.16% No change 2,600 $310K
AlphaStar Capital Management, LLC 0.02% Add +15.0% 2,576 $308K
Plante Moran Financial Advisors, LLC 0.02% Add +8.3% 2,570 $307K
Silvercrest Asset Management Group LLC 0.00% Add +5.4% 2,566 $306K
Sierra Capital LLC 0.03% No change 2,562 $306K
Albion Financial Group 0.02% No change 2,562 $306K
Parisi Gray Wealth Management 0.07% Add +0.2% 2,562 $306K
Diligent Investors, LLC 0.08% Reduce -0.8% 2,554 $305K
Elevated Capital Advisors, LLC 0.07% Reduce -3.2% 2,548 $304K
Gradient Investments LLC 0.00% Add +19.9% 2,547 $304K
Florida Financial Advisors, LLC 0.08% Add +10.2% 2,543 $304K
Laird Norton Wetherby Trust Company, LLC 0.01% New 2,544 $304K
Brown Brothers Harriman & Co. 0.00% No change 2,544 $304K
Midwest Financial Group LLC 0.13% Add +0.1% 2,529 $302K
MLG Wealth Management DBA Pine Grove Financial Group 0.04% — 2,528 $302K
HBK Sorce Advisory LLC 0.01% Add +1.7% 2,541 $300K
Element Wealth, LLC 0.12% Reduce -0.3% 2,504 $299K
Stanich Group LLC 0.22% No change 2,490 $297K
Moss Adams Wealth Advisors LLC 0.02% No change 2,460 $294K
Wetzel Investment Advisors, Inc. 0.12% Add +0.3% 2,458 $294K
Byrne Asset Management LLC 0.16% Add +3.8% 2,450 $293K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +1.2% 2,446 $292K
Severin Investments, LLC 0.26% Reduce -8.4% 2,445 $292K
WP Advisors, LLC 0.07% No change 2,438 $291K
Angeles Wealth Management, LLC 0.02% Add +83.1% 2,435 $291K
Fifth Third Securities, Inc. 0.02% Reduce -14.2% 2,429 $290K
Hurlow Wealth Management Group, Inc. 0.07% Reduce -6.7% 2,416 $288K
Acorn Creek Capital LLC 0.10% No change 2,412 $288K
Sterling Investment Management, LLC 0.16% Add +5.0% 2,407 $287K
Trifecta Capital Advisors, LLC 0.04% No change 2,400 $287K
Vantage Financial Partners, LLC 0.06% New 2,399 $286K
Purkiss Capital Advisors LLC 0.13% Reduce -3.1% 2,383 $285K
American National Bank & Trust 0.03% Reduce -2.0% 2,368 $283K
Debussy Capital Management LP 0.04% Add +2.1% 2,344 $280K
SJS Investment Consulting Inc. 0.04% Add +2.0% 2,338 $279K
SS&H Financial Advisors, Inc. 0.08% No change 2,334 $279K
SYM FINANCIAL Corp 0.03% Reduce -21.0% 2,336 $279K
Texas Yale Capital Corp. 0.01% No change 2,322 $277K
MWA Asset Management 0.15% Reduce -1.8% 2,305 $275K
One Day In July LLC 0.02% Add +0.4% 2,302 $275K
Toronto Dominion Bank 0.00% Add +15.4% 2,295 $274K
Claro Advisors Inc. 0.04% Reduce -12.7% 2,291 $274K
Kickstand Ventures, Llc. 0.06% New 2,291 $274K
Ballentine Partners, LLC 0.00% Reduce -6.3% 2,272 $271K
Fulton Bank, N.A. 0.01% Add +16.3% 2,270 $271K
Rare Wolf Capital LLC 0.17% — 2,264 $270K
Citizens & Northern Corp. 0.07% New 2,260 $270K
Confluence Wealth Services, Inc. 0.01% No change 2,260 $270K
Naples Global Advisors, LLC 0.02% Reduce -4.3% 2,254 $269K
SouthState Bank Corp 0.01% Add +22.9% 2,252 $269K
Jaffetilchin Investment Partners, LLC 0.02% Add +1.9% 2,250 $269K
Richmond Investment Services, LLC 0.05% Add +2.9% 2,245 $268K
HORAN Wealth, LLC 0.04% New 2,240 $268K
Straight Path Wealth Management 0.07% Add +0.1% 2,237 $267K
Ritholtz Wealth Management 0.00% Add +0.9% 2,233 $267K
Freedom Investment Management, Inc. 0.08% Reduce -75.9% 2,233 $267K
Northstar Financial Companies, Inc. 0.21% Reduce -0.5% 2,230 $266K
Brookwood Investment Group LLC 0.03% New 2,218 $265K
USA Financial Formulas 0.05% Reduce -11.9% 2,217 $265K
T. Rowe Price Associates Inc. 0.00% No change 2,200 $263K
TD Private Client Wealth LLC 0.01% Reduce -5.0% 2,156 $257K
Gryphon Financial Partners LLC 0.03% No change 2,150 $257K
Briggs Wealth Management, Inc 0.27% — 2,140 $256K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% Add +21.2% 2,138 $255K
Cornerstone Wealth Management, LLC 0.01% Add +4.2% 2,137 $255K
Acropolis Investment Management, LLC 0.01% Reduce -0.9% 2,122 $253K
Key Client Fiduciary Advisors, LLC 0.09% No change 2,121 $253K
Annex Advisory Services, LLC 0.00% Add +1.5% 2,113 $252K
CMH Wealth Management LLC 0.05% Reduce -6.1% 2,098 $251K
180 Wealth Advisors, LLC 0.03% Reduce -0.8% 2,090 $250K
Private Wealth Asset Management, LLC 0.03% Add +14.2% 2,090 $250K
Alteri Wealth LLC 0.08% Reduce -3.3% 2,077 $248K
Two West Capital Advisors LLC 0.14% Add +5.8% 2,075 $248K
QRG Capital Management, Inc. 0.00% Add +5.1% 2,066 $247K
Flagstar Securities, Inc. 0.08% No change 2,057 $246K
Waldron Private Wealth LLC 0.01% No change 2,054 $245K
LaSalle St. Investment Advisors, LLC 0.04% Add +0.8% 2,044 $244K
Floyd Financial Group LLC 0.17% Add +5.5% 2,077 $244K
Westbourne Investments, Inc. 0.11% Add +1.5% 2,028 $242K
NFSG Corp 0.04% Reduce -5.5% 2,026 $242K
Deutsche Bank AG 0.00% No change 2,024 $242K
Trust Co. of Vermont 0.01% Reduce -1.5% 2,010 $240K
Precedent Wealth Partners, LLC 0.05% Add +10.8% 2,004 $239K
Sunbelt Securities, Inc. 0.02% Add +0.1% 2,003 $239K
Vaughan David Investments LLC 0.01% Reduce -9.1% 2,005 $239K
Manchester Capital Management LLC 0.03% Reduce -23.4% 2,000 $239K
Obermeyer Wealth Partners 0.01% No change 2,000 $239K
Three Bridge Wealth Advisors, LLC 0.06% Reduce -2.5% 1,989 $238K
Independence Bank of Kentucky 0.03% Reduce -6.8% 1,989 $238K
RMR Wealth Builders 0.02% Reduce -38.5% 1,982 $237K
Promethium Advisors,llc 0.13% Reduce -9.2% 1,980 $236K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Add +0.1% 1,980 $236K
Peoples Financial Services Corp. 0.11% No change 1,978 $236K
Parsons Capital Management Inc. 0.01% Reduce -13.9% 1,976 $236K
Braun Stacey Associates Inc. 0.01% Add +0.3% 1,969 $235K
Facet Wealth, Inc. 0.00% Add +8.9% 1,924 $234K
GC Wealth Management RIA, LLC 0.01% Reduce -26.2% 1,962 $234K
Manhattan West Asset Management, LLC 0.05% Reduce -17.7% 1,961 $234K
Keating Financial Advisory Services, Inc. 0.03% — 1,953 $233K
Marco Investment Management LLC 0.02% No change 1,952 $233K
Bedel Financial Consulting, Inc. 0.03% Add +0.2% 1,948 $233K
National Philanthropic Trust 0.00% New 1,940 $232K
Vigilare Wealth Management 0.08% Add +3.4% 1,939 $232K
Peoples Bank 0.23% Reduce -12.2% 1,934 $231K
Ballast Rock Private Wealth LLC 0.14% — 1,930 $230K
Avalon Capital Management 0.06% Add +0.3% 1,926 $230K
Bearing Point Capital, LLC 0.04% New 1,910 $228K
Williams & Novak, LLC 0.17% Reduce -1.1% 1,907 $228K
Castle Rock Wealth Management, LLC 0.05% Add +0.9% 1,891 $227K
Tranquility Partners, LLC 0.08% No change 1,900 $227K
Gallagher Fiduciary Advisors, LLC 0.01% New 1,892 $226K
Davies Financial Advisors, Inc. 0.41% Reduce -64.5% 1,877 $224K
Carret Asset Management, LLC 0.02% Reduce -1.1% 1,868 $223K
Hazlett, Burt & Watson, Inc. 0.07% Add +10.9% 1,864 $223K
Sound View Wealth Advisors Group, LLC 0.01% No change 1,859 $222K
Oakworth Capital, Inc. 0.01% No change 1,858 $222K
Global View Capital Management LLC 0.04% Reduce -87.2% 1,857 $222K
Avestar Capital, LLC 0.02% Add +0.1% 1,846 $220K
Lakeshore Financial Planning, Inc. 0.08% Add +0.1% 1,840 $220K
Mezzasalma Advisors, LLC 0.05% No change 1,856 $220K
Aspen Investment Management Inc 0.07% New 1,830 $219K
Principle Wealth Partners LLC 0.01% Reduce -0.4% 1,831 $219K
AssuredPartners Investment Advisors, LLC 0.03% New 1,825 $218K
Wealthspire Retirement, LLC 0.01% Add +0.2% 1,825 $218K
Portus Wealth Advisors, LLC 0.21% No change 1,820 $217K
Seelaus Asset Management LLC 0.18% No change 1,820 $217K
Flagship Wealth Advisors, LLC 0.06% No change 1,816 $217K
Burling Wealth Partners, LLC 0.03% No change 1,814 $217K
FSM Wealth Advisors, LLC 0.03% Reduce -4.3% 1,814 $217K
Crewe Advisors LLC 0.02% Add +4.5% 1,814 $217K
Twin Focus Capital Partners, LLC 0.02% New 1,810 $216K
Mindset Wealth Management, LLC 0.06% Add +0.3% 1,808 $216K
Hall Capital Management Co. Inc. 0.08% No change 1,806 $216K
Axim Planning & Wealth 0.23% Reduce -7.6% 1,804 $215K
Caldwell Trust Co 0.02% No change 1,802 $215K
Mitchell Sinkler & Starr 0.10% No change 1,800 $215K
Smithbridge Asset Management Inc. 0.02% New 1,800 $215K
Archer Investment Corp 0.05% No change 1,799 $215K
Elmwood Wealth Management, Inc. 0.07% New 1,792 $214K
Shulman DeMeo Asset Management LLC 0.05% New 1,783 $213K
Tableaux LLC 0.15% Reduce -50.0% 1,782 $213K
Phillips Financial Management, LLC 0.01% No change 1,778 $212K
JFS Wealth Advisors, LLC 0.01% No change 1,778 $212K
GAMMA Investing LLC 0.01% No change 1,778 $212K
SBI Securities Co., Ltd. 0.01% Add +0.7% 1,778 $212K
Congress Asset Management Co. 0.00% No change 1,776 $212K
SilverOak Wealth Management LLC 0.03% No change 1,774 $212K
Sigma Investment Counselors Inc. 0.01% Add +2.3% 1,770 $211K
Peak Financial Management, Inc. 0.05% No change 1,762 $210K
Peak Asset Management, LLC 0.04% No change 1,760 $210K
Consolidated Capital Management, LLC 0.06% Reduce -40.6% 1,752 $209K
Lodestar Private Asset Management LLC 0.02% Reduce -4.8% 1,750 $209K
Donaldson Capital Management, LLC 0.01% New 1,749 $209K
Balefire, LLC 0.04% Reduce -40.7% 1,747 $209K
HCR Wealth Advisors 0.02% Add +0.9% 1,740 $208K
Ipsen Advisor Group LLC 0.15% Reduce -8.7% 1,733 $207K
Golden Reserve Retirement LLC 0.04% New 1,726 $206K
Root Financial Partners, LLC 0.01% Add +2.9% 1,724 $206K
Solstein Capital, LLC 0.08% No change 1,722 $206K
Brand Asset Management Group, Inc. 0.06% No change 1,720 $205K
Westfuller Advisors, LLC 0.08% Add +0.2% 1,717 $205K
Members Wealth LLC 0.13% New 1,658 $203K
ZWJ Investment Counsel Inc. 0.01% Reduce -2.3% 1,694 $202K
Clear Creek Financial Management, LLC 0.02% Reduce -12.9% 1,692 $202K
Shared Vision Wealth Group LLC 0.08% New 1,647 $201K
Americana Partners, LLC 0.01% Reduce -7.2% 1,686 $201K
Lodestone Wealth Management LLC 0.08% New 1,678 $200K
Valley Wealth Managers, Inc. 0.01% Reduce -1.1% 1,602 $191K
MGB Wealth Management, LLC 0.05% No change 1,566 $187K
High Point Wealth Management, LLC 0.18% — 1,555 $186K
Lanark Financial, Inc. 0.01% Reduce -2.8% 1,509 $180K
Cordgrass Capital Advisors, LLC 0.04% Add +11.6% 1,466 $175K
Align Financial, LLC 0.10% — 173,861 $174K
TD Waterhouse Canada Inc. 0.00% Reduce -26.2% 1,444 $172K
McGuire Capital Advisors Inc. 0.11% — 1,418 $169K
Portfolio Resources Advisor Group, Inc. 0.17% — 1,405 $168K
Lowe Brockenbrough & Co. Inc. 0.01% Reduce -0.4% 1,380 $165K
Cranbrook Wealth Management, LLC 0.03% Reduce -25.3% 1,378 $165K
UMB Bank, n.a. 0.00% New 1,364 $163K
Navalign, LLC 0.04% New 1,337 $160K
Key Financial Inc 0.03% No change 1,316 $157K
Concord Wealth Partners 0.02% Add +14.9% 1,310 $156K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -51.9% 1,300 $155K
Wellington Shields & Co., LLC 0.04% No change 1,280 $153K
Dagco, Inc. 0.04% Add +166.7% 1,280 $153K
Quaker Wealth Management, LLC 0.05% Add +0.7% 1,265 $151K
Davis Capital Management 0.10% No change 1,230 $147K
Cambient Family Office, LLC 0.02% — 1,223 $146K
South Plains Financial, Inc. 0.09% No change 1,220 $146K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.02% New 1,200 $143K
Avalon Trust Co 0.01% Reduce -12.6% 1,190 $142K
Y.D. More Investments Ltd 0.01% Reduce -10.7% 1,180 $141K
Rice Partnership, LLC 0.02% Add +29.6% 1,177 $141K
Nvwm, LLC 0.03% Add +80.2% 1,171 $140K
Morse Asset Management, Inc 0.03% Add +222.2% 1,160 $139K
Valley National Advisers Inc. 0.02% No change 1,160 $138K
Atlantic Private Wealth, LLC 0.09% No change 1,150 $137K
Nemes Rush Group LLC 0.01% Reduce -11.1% 1,142 $136K
eCIO, Inc. 0.06% New 1,136 $136K
Barrett & Company, Inc. 0.04% No change 1,130 $135K
Ameriflex Group, Inc. 0.07% Reduce -50.0% 1,122 $134K
Resources Management Corp. /CT/ 0.02% No change 1,108 $132K
Piedmont Capital Management, LLC 0.09% — 1,100 $131K
Smartleaf Asset Management LLC 0.00% Add +194.4% 1,060 $128K
United Community Bank 0.05% Add +8.6% 1,064 $127K
Farmers & Merchants Investments Inc. 0.00% Reduce -0.9% 1,062 $127K
Duncker Streett & Co. Inc. 0.02% No change 1,056 $126K
Sound Income Strategies, LLC 0.01% Add +172.6% 1,025 $125K
Copia Wealth Management 0.09% Add +17316.7% 1,045 $125K
Tucker Asset Management LLC 0.04% Reduce -48.3% 1,044 $125K
Finley Financial, LLC 0.06% No change 1,040 $124K
Raffa Wealth Management, LLC 0.02% No change 1,036 $124K
Biltmore Family Office, LLC 0.02% Add +91.4% 1,022 $122K
Kohmann Bosshard Financial Services, LLC 0.01% New 1,008 $120K
Webster Bank, N. A. 0.01% No change 1,008 $120K
Ancora Advisors LLC 0.00% Reduce -3.8% 1,004 $120K
GoalVest Advisory LLC 0.02% No change 998 $119K
Anchor Investment Management, LLC 0.01% Add +0.1% 969 $116K
Banque Cantonale Vaudoise 0.00% Reduce -18.4% 907 $108K
Steigerwald, Gordon & Koch Inc. 0.01% No change 870 $104K
Pinnacle Wealth Planning Services, Inc. 0.01% New 864 $103K
Paladin Advisory Group, LLC 0.08% No change 862 $103K
TCTC Holdings, LLC 0.00% No change 842 $101K
Jefferies Financial Group Inc. 0.00% New 822 $98K
Vestor Capital, LLC 0.01% Reduce -43.6% 500 $98K
Wellington Grp LLC 0.03% — 818 $98K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -7.4% 802 $96K
Global Wealth Strategies & Associates 0.02% Add +64.5% 796 $95K
Pacific Center for Financial Services 0.02% Reduce -50.0% 392 $94K
Union Savings Bank 0.04% — 782 $93K
Hamilton Point Investment Advisors, LLC 0.01% No change 754 $90K
West Branch Capital LLC 0.02% No change 748 $89K
Sage Mountain Advisors LLC 0.00% No change 742 $89K
Wilkerson Advisory Group LLC 0.03% — 738 $88K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% New 732 $87K
Brown, Lisle/Cummings, Inc. 0.02% No change 712 $85K
Capital Investment Advisory Services, LLC 0.01% Reduce -0.1% 701 $84K
Medallion Wealth Advisors, LLC 0.03% Reduce -3.5% 685 $82K
Grove Bank & Trust 0.01% Reduce -6.0% 686 $82K
Arlington Trust Co LLC 0.01% Reduce -74.7% 678 $81K
Prestige Wealth Management Group LLC 0.01% Reduce -17.2% 656 $78K
Dunhill Financial, LLC 0.02% No change 654 $78K
Roble, Belko & Company, Inc 0.01% No change 646 $77K
Frazier Financial Advisors, LLC 0.05% Add +0.3% 644 $77K
FWL Investment Management, LLC 0.02% Add +21.1% 642 $77K
Pittenger & Anderson Inc. 0.00% Add +3.3% 620 $74K
Capital Advisors, Ltd. LLC 0.01% Reduce -89.3% 618 $74K
Clayton Financial Group LLC 0.04% New 600 $72K
Hollencrest Capital Management 0.00% No change 600 $72K
Edmond DE Rothschild Holding S.A. 0.00% No change 600 $72K
Purpose Unlimited Inc. 0.00% — 598 $71K
Avion Wealth 0.01% Reduce -47.3% 601 $71K
Missouri Trust & Investment Co 0.02% No change 592 $71K
SHP Wealth Management 0.01% — 582 $70K
Deane Retirement Strategies, Inc. 0.03% No change 570 $68K
Cornerstone Planning Group LLC 0.01% Reduce -45.2% 536 $65K
Aventus Investment Advisors, Inc. 0.05% No change 528 $63K
Pacifica Partners Inc. 0.03% Add +112.8% 532 $63K
Hilton Head Capital Partners, LLC 0.04% — 526 $63K
First Command Advisory Services, Inc. 0.00% Reduce -58.5% 522 $62K
North Star Investment Management Corp. 0.00% No change 504 $60K
Indiana Trust & Investment Management Co 0.02% No change 500 $60K
Wellington Shields Capital Management, LLC 0.01% No change 494 $59K
Triumph Capital Management 0.01% New 492 $59K
Millstone Evans Group, LLC 0.03% No change 488 $58K
HM Payson & Co. 0.00% Add +426.1% 484 $58K
Strengthening Families & Communities, LLC 0.02% Add +0.4% 478 $57K
Armor Investment Advisors, LLC 0.02% No change 466 $56K
Perkins Coie Trust Co 0.01% No change 452 $54K
Washington Trust Advisors, Inc. 0.00% No change 448 $53K
ORG Partners LLC 0.01% No change 442 $53K
Collier Financial 0.04% No change 442 $53K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -21.3% 430 $51K
Coston, McIsaac & Partners 0.01% Add +0.2% 427 $51K
2UniFi Bank 0.02% Add +41.7% 425 $51K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 424 $51K
Montag A & Associates Inc. 0.00% No change 422 $50K
Balentine LLC 0.00% No change 416 $50K
KERR FINANCIAL PLANNING Corp 0.07% Add +50.0% 315 $49K
Wagner Wealth Management, LLC 0.01% Reduce -0.3% 407 $49K
Lloyd Advisory Services, LLC. 0.02% New 404 $48K
Investors Research Corp 0.01% No change 404 $48K
REAP Financial Group, LLC 0.01% New 402 $48K
Curio Wealth, LLC 0.02% Add +875.0% 390 $48K
Old Second National Bank of Aurora 0.01% No change 400 $48K
Capital Investment Counsel, Inc 0.01% New 400 $48K
SageView Advisory Group, LLC 0.00% New 396 $47K
Provident Wealth Management, LLC 0.01% No change 396 $47K
RMG Wealth Management LLC 0.01% No change 384 $47K
Fairscale Capital, LLC 0.03% No change 376 $45K
Operose Advisors LLC 0.01% Add +16.8% 376 $45K
Register Financial Advisors LLC 0.02% Reduce -4.6% 374 $45K
Godfrey Financial Associates, Inc. 0.04% — 370 $44K
Signaturefd, LLC 0.00% Reduce -37.0% 364 $43K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +72.4% 362 $43K
First Community Trust NA 0.03% No change 362 $43K
Gold Investment Management Ltd. 0.01% No change 350 $42K
BankChampaign, National Association 0.04% — 225 $42K
Colonial Trust Advisors 0.00% Reduce -48.5% 340 $41K
Provenance Wealth Advisors, LLC 0.00% No change 330 $39K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 330 $39K
Rothschild Investment LLC 0.00% Reduce -7.3% 330 $39K
Hantz Financial Services, Inc. 0.00% Add +110.5% 320 $38K
Pursuit Wealth Strategies, LLC 0.05% — 315 $38K
Jessup Wealth Management, Inc 0.01% New 311 $37K
N.E.W. Advisory Services LLC 0.00% No change 310 $37K
Maseco LLP 0.00% Add +32.7% 300 $36K
Horrell Capital Management, Inc. 0.02% No change 294 $35K
Investment Research & Advisory Group, Inc. 0.01% Add +0.5% 189 $34K
Providence Capital Advisors, LLC 0.01% Add +53.9% 280 $33K
Adirondack Trust Co. 0.01% No change 280 $33K
Rossby Financial, LCC 0.01% New 276 $33K
Roxbury Financial LLC 0.03% No change 276 $33K
Bellevue Asset Management, LLC 0.01% No change 276 $33K
Kilter Group LLC 0.01% Reduce -32.2% 270 $32K
Hanson & Doremus Investment Management 0.00% No change 272 $32K
Bogart Wealth, LLC 0.00% Add +0.4% 263 $31K
WealthCollab, LLC 0.01% New 258 $31K
Gladwyn Financial Advisors, Inc. 0.02% Add +0.4% 251 $30K
Atlantic Edge Private Wealth Management, LLC 0.01% Reduce -64.3% 250 $30K
HHM Wealth Advisors, LLC 0.00% No change 246 $29K
Seal Cove Capital, LLC 0.03% — 243 $29K
Financial Perspectives, Inc 0.01% No change 240 $29K
Caitlin John, LLC 0.02% Add +1.8% 232 $28K
Costello Asset Management, INC 0.01% Reduce -0.4% 227 $27K
Union Bancaire Privee, UBP SA 0.00% No change 260 $27K
Versant Capital Management, Inc 0.00% No change 218 $26K
WealthShield Partners, LLC 0.00% Reduce -0.9% 212 $25K
Steph & Co. 0.01% No change 208 $25K
Bank of New Hampshire 0.01% No change 202 $24K
DecisionPoint Financial, LLC 0.01% No change 202 $24K
MV Capital Management, Inc. 0.00% Reduce -48.7% 200 $24K
EFG International AG 0.00% — 200 $24K
Financial Gravity Asset Management, Inc. 0.00% No change 198 $24K
Howe & Rusling Inc. 0.00% Add +145.0% 196 $23K
Tower View Wealth Management LLC 0.01% Reduce -0.5% 195 $23K
Ankerstar Wealth, LLC 0.02% — 182 $22K
Aventura Private Wealth, LLC 0.01% Reduce -15.7% 182 $22K
Burkett Financial Services, LLC 0.01% Reduce -48.9% 181 $22K
Elevate Wealth Advisory, Inc. 0.01% No change 180 $22K
McIlrath & Eck, LLC 0.00% No change 178 $21K
Financial Connections Group, Inc. 0.01% No change 180 $21K
Center for Financial Planning, Inc. 0.00% No change 174 $21K
Greykasell Wealth Strategies, Inc. 0.01% Add +0.6% 173 $21K
Strive Financial Group ,LLC 0.01% — 172 $21K
Quest 10 Wealth Builders, Inc. 0.02% No change 168 $20K
Private Wealth Management Group, LLC 0.01% No change 166 $20K
Estate Planners Group, LLC 0.01% — 166 $20K
Smallwood Wealth Investment Management, LLC 0.01% No change 160 $19K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% — 156 $19K
Tradewinds Capital Management, LLC 0.00% Reduce -99.9% 154 $18K
Cresta Advisors, Ltd. 0.01% New 148 $18K
Physician Wealth Advisors, Inc. 0.00% No change 144 $17K
Richards, Merrill & Peterson, Inc. 0.01% New 140 $17K
Signature Resources Capital Management, LLC 0.01% Reduce -48.1% 134 $16K
Piscataqua Savings Bank 0.01% New 130 $16K
Asset Dedication, LLC 0.00% No change 126 $15K
First PREMIER Bank 0.00% No change 122 $15K
GGM Financial LLC 0.01% Reduce -0.8% 121 $14K
Wolff Wiese Magana LLC 0.01% Reduce -44.4% 120 $14K
CNB Bank 0.01% No change 118 $14K
Delta Asset Management LLC 0.00% No change 118 $14K
Tompkins Financial Corp. 0.00% Reduce -61.2% 111 $13K
Winch Advisory Services, LLC 0.00% Add +0.9% 111 $13K
Consultiva Wealth Management, Corp. 0.04% No change 110 $13K
Strategic Wealth Partners, Ltd. 0.00% New 110 $13K
Friedenthal Financial 0.01% No change 106 $13K
Strategic Investment Solutions, Inc. 0.00% No change 102 $12K
Advocate Investing Services LLC 0.01% — 100 $12K
Park Place Capital Corp 0.00% Reduce -12.5% 98 $12K
Cape Investment Advisory, Inc. 0.00% New 96 $11K
Fortis Group Advisors, LLC 0.00% No change 96 $11K
Wealth Watch Advisors, INC 0.00% New 94 $11K
Legacy Wealth Managment, LLC 0.01% Reduce -22.8% 88 $11K
New Millennium Group LLC 0.00% Reduce -95.3% 87 $10K
BankPlus Trust Department 0.00% No change 84 $10K
NorthAvenue LLC 0.01% — 80 $10K
Pioneer Family Office, LLC 0.01% — 78 $9K
Chung Wu Investment Group, LLC 0.01% No change 78 $9K
Abound Wealth Management 0.00% Reduce -60.6% 78 $9K
Comprehensive Financial Planning, Inc. 0.01% No change 76 $9K
Arvest Investments, Inc. 0.00% No change 70 $8K
Park Square Financial Group, LLC 0.05% Reduce -52.6% 37 $8K
Cedar Mountain Advisors, LLC 0.00% No change 68 $8K
Beaird Harris Wealth Management, LLC 0.00% No change 66 $8K
Goodman Advisory Group, LLC 0.00% Reduce -44.1% 66 $8K
Ascentis Wealth Management, LLC 0.00% No change 62 $7K
Glassman Wealth Services 0.00% No change 62 $7K
Pin Oak Investment Advisors Inc. 0.00% No change 56 $7K
Concord Investment Counsel Inc. 0.00% No change 58 $7K
West Paces Advisors Inc. 0.00% New 58 $7K
Alerus Financial NA 0.00% No change 58 $7K
Obsidian Cio, LLC 0.01% Reduce -97.8% 54 $6K
Eukles Asset Management 0.00% No change 54 $6K
Tidemark, LLC 0.00% No change 50 $6K
Team Financial Group, LLC 0.00% No change 48 $6K
Exchange Traded Concepts, LLC 0.00% Reduce -100.0% 48 $6K
Rakuten Securities, Inc. 0.00% Add +33.3% 40 $5K
Advanced Asset Management Advisors Inc 0.00% No change 40 $5K
Addison Advisors LLC 0.00% No change 34 $4K
Atwood & Palmer Inc. 0.00% No change 28 $3K
Marshall & Sterling Wealth Advisors Inc. 0.00% Reduce -89.8% 26 $3K
Family Manage LLC 0.00% No change 26 $3K
MCF Advisors LLC 0.00% No change 24 $3K
Longview Financial Advisors LLC 0.00% New 24 $3K
Weaver Capital Management LLC 0.00% No change 24 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 24 $3K
Evermay Wealth Management LLC 0.00% No change 20 $2K
1 North Wealth Services LLC 0.00% No change 20 $2K
Silicon Valley Capital Partners 0.00% New 18 $2K
Covestor Ltd 0.00% Reduce -66.7% 16 $2K
Gilpin Wealth Management, LLC 0.00% — 14 $2K
Ballast Advisors LLC 0.00% No change 12 $1K
Evolution Wealth Management Inc. 0.00% No change 12 $1K
Bridge Generations Wealth Management LLC 0.00% No change 10 $1K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -90.9% 10 $1K
Go Invest LLC 0.00% — 9 $1K
Bernard Wealth Management Corp. 0.00% No change 8 $956
Godsey & Gibb, Inc. 0.00% New 8 $956
Townsend Asset Management Corp. /NC/ 0.00% No change 4 $478
Parallax Volatility Advisers, L.P. 0.00% No change 2 $239
Schonfeld Strategic Advisors LLC 0.00% New 2 $238

"% 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.