SS Consumer Disc Select SectXLYETF

13F holders, Q1 2026 (March 31)
1,292holders −71
82new positions
154sold out
8famous investors
$108.93avg. 13F price*

At the end of Q1 2026, 1,292 institutions reported holding SS Consumer Disc Select Sect (XLY) in their 13F filings, down 71 from Q4 2025. 82 opened new positions and 154 sold out. The largest holders were Bank of America Corp. ($4.2B), JPMorgan Chase & Co. ($1.4B) and Morgan Stanley ($882.7M). 8 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions82$265.2M
Exits154$714.6M

All 13F filers, Q4 2025 → Q1 2026: 13,941,632 shares bought and 18,868,693 shares sold, net −4,927,061 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,292 holders

Bank of America Corp. 0.31% Reduce -0.6% 38,975,662 $4.2B
JPMorgan Chase & Co. 0.09% Reduce -2.5% 12,955,190 $1.4B
Morgan Stanley 0.05% Add +10.3% 8,100,060 $882.7M
Wells Fargo & Company 0.12% Add +2.9% 5,712,446 $622.5M
UBS Group AG 0.09% Add +55.8% 4,679,756 $510.0M
Envestnet Asset Management Inc. 0.10% Add +4.7% 3,528,873 $384.6M
Goldman Sachs Group Inc. 0.05% Reduce -21.7% 3,412,558 $371.9M
LPL Financial LLC 0.09% Reduce -9.4% 3,059,312 $333.4M
Focus Partners Wealth 0.37% Reduce -0.9% 3,017,721 $328.9M
Raymond James Financial Inc. 0.10% Reduce -0.3% 2,997,657 $326.7M
Migdal Insurance & Financial Holdings Ltd. 2.80% Add +4.2% 2,960,332 $322.6M
Ameriprise Financial Inc. 0.07% Reduce -32.3% 2,532,740 $307.8M
Barclays PLC 0.10% Reduce -34.8% 2,505,510 $273.1M
PGIM Custom Harvest LLC 4.13% Reduce -25.7% 2,427,091 $264.5M
Main Management ETF Advisors, LLC 8.46% Reduce -0.0% 2,079,043 $226.6M
Meitav Investment House Ltd. 2.37% Add +94.7% 1,984,664 $216.3M
Cibc World Market Inc. 0.36% Add +41.9% 1,884,389 $205.4M
Two Sigma Investments, LP 0.17% Reduce -47.5% 1,774,854 $193.4M
Royal Bank of Canada 0.03% Add +13.7% 1,375,132 $149.9M
Charles Schwab Investment Management Inc. 0.02% Add +17.4% 1,273,395 $138.8M
Harel Insurance Investments & Financial Services Ltd. 0.92% Reduce -49.8% 1,246,345 $135.8M
Truist Financial Corp. 0.18% Reduce -1.1% 1,190,660 $129.8M
Clal Insurance Enterprises Holdings Ltd 0.74% No change 1,117,600 $121.8M
Menora Mivtachim Holdings LTD. 0.58% Reduce -37.2% 1,116,106 $121.6M
Millennium Management 0.09% Add +260.3% 1,040,218 $113.4M
WestEnd Advisors, LLC 2.46% Add +0.9% 936,429 $102.1M
BlackRock, Inc. 0.00% Reduce -5.5% 902,277 $98.3M
Natixis 0.38% Add +114.9% 863,594 $94.1M
Stifel Financial Corp. 0.06% Reduce -4.7% 647,388 $70.6M
Osaic Holdings, Inc. 0.10% Reduce -18.5% 610,692 $66.6M
Cetera Investment Advisers 0.07% Reduce -0.9% 593,670 $64.7M
Northern Trust Corp. 0.01% Reduce -8.8% 590,003 $64.3M
Gerber Kawasaki Wealth & Investment Management 2.01% Add +5.3% 578,818 $63.1M
Agf Management Ltd. 0.28% Reduce -6.6% 574,454 $62.6M
Factory Mutual Insurance Co. 0.70% No change 568,000 $61.9M
Rokos Capital Management LLP 1.08% New 558,230 $60.8M
Alps Advisors Inc. 0.28% Add +23.9% 537,572 $58.6M
Jump Financial, LLC 0.96% Add +590.8% 535,467 $58.4M
US Bancorp \de 0.07% Reduce -2.0% 532,354 $58.0M
Renaissance Technologies 0.09% Add +3475.3% 530,436 $57.8M
Rockefeller Capital Management L.P. 0.10% Add +4.6% 528,464 $57.6M
KCM Investment Advisors LLC 1.80% Add +1.5% 496,197 $54.1M
HighTower Advisors, LLC 0.06% Add +0.1% 489,277 $53.3M
RiverFront Investment Group, LLC 0.82% Add +0.8% 485,837 $52.9M
Main Management LLC 3.84% Reduce -4.3% 484,338 $52.8M
Susquehanna International Group, LLP 0.07% Add +57.9% 467,933 $51.0M
Fisher Asset Management 0.02% Reduce -4.7% 437,813 $47.7M
Squarepoint Ops LLC 0.09% New 400,820 $43.7M
Advisory Alpha, LLC 1.19% Add +2.3% 400,555 $43.7M
Peapack Gladstone Financial Corp. 0.55% Reduce -1.6% 397,430 $43.3M
EP Wealth Advisors, LLC 0.21% Add +5.9% 396,710 $43.2M
Mercer Global Advisors Inc. 0.06% Reduce -15.5% 382,126 $41.6M
MML Investors Services, LLC 0.11% Reduce -25.6% 374,334 $40.8M
Trilogy Capital Inc. 1.76% Add +80.2% 362,392 $39.5M
GTS Securities LLC 1.38% Add +2202.1% 356,509 $38.9M
Victory Capital Management Inc. 0.02% Add +1.0% 322,372 $35.1M
Citigroup Inc. 0.02% Add +35.6% 301,813 $32.9M
Qube Research & Technologies Ltd 0.04% New 289,799 $31.6M
Armstrong Advisory Group, Inc. 2.09% Reduce -7.1% 286,426 $31.2M
Bar Harbor Wealth Management 1.82% Add +5.0% 284,813 $31.0M
Citadel Advisors 0.02% Add +526.1% 281,739 $30.7M
Commonwealth Equity Services, LLC 0.04% Reduce -29.4% 280,599 $30.6M
D. E. Shaw & Co. 0.03% Add +347.2% 276,335 $30.1M
Trek Financial, LLC 1.56% Add +60.8% 269,989 $29.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +269.6% 268,540 $29.3M
Tudor Investment Corporation 0.15% Add +190.4% 256,729 $28.0M
Krilogy Financial LLC 0.88% Add +14.3% 232,526 $27.4M
Brevan Howard Capital Management LP 0.26% New 230,944 $25.2M
SG Americas Securities, LLC 0.03% Add +235.4% 230,903 $25.2M
Sanctuary Advisors, LLC 0.13% Add +10.4% 227,427 $24.8M
Cerity Partners LLC 0.03% Reduce -4.4% 221,474 $24.1M
Foundations Investment Advisors, LLC 0.30% Add +12.8% 221,312 $24.1M
Oppenheimer Asset Management Inc. 0.27% Add +1.1% 219,801 $24.0M
Bank of Montreal 0.01% Add +12.6% 214,510 $23.4M
FMR LLC 0.00% Add +1.1% 208,313 $22.7M
Cwm, LLC 0.06% Add +24.9% 204,369 $22.3M
IMZ Advisory Inc 8.37% Add +3.3% 203,086 $22.1M
Swan Global Investments, LLC 1.19% Reduce -22.8% 202,978 $22.1M
Fifth Third Bancorp 0.04% Add +90.4% 198,463 $21.6M
Spinnaker Trust 1.18% Reduce -0.7% 195,870 $21.3M
Biltmore Wealth Management, LLC 7.52% Reduce -2.4% 194,058 $21.1M
Bellwether Advisors, LLC 3.52% Reduce -57.1% 190,865 $20.8M
PNC Financial Services Group, Inc. 0.01% Reduce -0.2% 183,087 $20.0M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.29% No change 180,728 $19.7M
Samlyn Capital, LLC 0.34% Add +16.2% 179,763 $19.6M
Martin & Co. Inc. 3.30% Add +2.5% 177,796 $19.4M
Pathstone Holdings, LLC 0.07% Reduce -2.4% 172,909 $18.8M
Equitable Holdings, Inc. 0.12% Add +65.9% 153,555 $18.3M
111 Capital 4.43% Add +89.9% 165,156 $18.0M
Mariner, LLC 0.02% Reduce -4.2% 162,715 $17.7M
Jones Financial Companies LLLP 0.01% Add +18.7% 167,269 $17.7M
Perbak Capital Partners LLP 4.16% New 155,076 $16.9M
SRB Corp. 1.03% No change 154,540 $16.8M
Salomon & Ludwin, LLC 1.50% Add +1.0% 157,117 $16.8M
WBH Advisory Inc. 1.26% Reduce -7.7% 153,254 $16.8M
Kingsview Wealth Management, LLC 0.22% Add +1282.4% 146,038 $15.9M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -24.2% 144,366 $15.7M
HighPoint Advisor Group LLC 0.66% Reduce -6.4% 143,951 $15.7M
Federation des caisses Desjardins du Quebec 0.06% Add +433.4% 142,174 $15.5M
Novare Capital Management LLC 1.22% Reduce -2.2% 141,227 $15.4M
Steward Partners Investment Advisory, LLC 0.08% Reduce -6.6% 139,924 $15.2M
Lighthouse Financial Services Inc. 3.42% Add +0.5% 130,188 $15.2M
Assetmark, Inc. 0.03% Reduce -14.7% 135,841 $14.8M
NewEdge Advisors, LLC 0.05% Reduce -7.8% 134,088 $14.6M
HRT Financial LP 0.04% New 132,072 $14.4M
TCP Asset Management, LLC 1.78% Add +38.6% 127,227 $13.9M
Horizon Investments, LLC 0.15% Add +93.4% 126,278 $13.8M
Quantitative Investment Management, LLC 1.42% New 125,751 $13.7M
O'shaughnessy Asset Management, LLC 0.07% Add +102.8% 124,194 $13.5M
Cadent Capital Advisors, LLC 3.58% Add +3.0% 124,030 $13.5M
Creative Planning 0.01% Add +3.0% 123,559 $13.5M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.79% Add +0.5% 121,581 $13.2M
AlphaStar Capital Management, LLC 0.98% Add +4617.1% 121,513 $13.2M
Corient Private Wealth LP 0.02% Reduce -9.8% 157,230 $13.2M
Stillwater Capital Advisors, LLC 1.51% Add +0.7% 121,310 $13.2M
Old National Bancorp 0.22% Reduce -13.3% 121,146 $13.2M
Quantinno Capital Management LP 0.02% Add +8.5% 118,225 $12.9M
Walleye Capital LLC 0.09% Add +17.6% 117,556 $12.8M
Concurrent Investment Advisors, LLC 0.14% Add +9.3% 115,549 $12.6M
Prestige Wealth Management Group LLC 2.46% Add +17397.1% 114,781 $12.5M
Virtu Financial LLC 0.52% Add +521.0% 114,287 $12.5M
Galvin, Gaustad & Stein, LLC 1.01% Add +2734.9% 113,991 $12.4M
Thrivent Financial for Lutherans 0.02% Reduce -45.9% 112,977 $12.3M
Clarity Financial LLC 1.34% Reduce -1.5% 112,862 $12.3M
Bank of New York Mellon Corp 0.00% Add +102.8% 110,861 $12.1M
Simon Quick Advisors, LLC 0.53% Add +6.9% 106,246 $11.6M
Petredis Investment Advisors LLC 0.94% Add +0.1% 105,898 $11.5M
Itau Unibanco Holding S.A. 0.27% Add +88.4% 104,858 $11.4M
Van Eck Associates Corp. 0.01% Reduce -9.1% 103,453 $11.3M
Vickerman Investment Advisors, Inc. 2.36% Reduce -6.5% 102,892 $11.2M
WCG Wealth Advisors LLC 0.31% Reduce -8.4% 100,353 $10.9M
Prosperity Consulting Group, LLC 0.48% Reduce -6.5% 98,990 $10.8M
Private Advisor Group, LLC 0.05% Reduce -16.8% 95,970 $10.5M
Redstone Wealth Management, LLC 7.88% Add +1.4% 90,783 $9.9M
Merit Financial Group, LLC 0.07% Add +68.7% 89,868 $9.8M
Capital Investment Advisors, LLC 0.14% Reduce -1.5% 89,463 $9.7M
Marshall Wace, LLP 0.01% Reduce -66.3% 86,367 $9.4M
Forbes J M & Co. LLP 0.78% No change 85,054 $9.3M
Elevation Point Wealth Partners, LLC 0.22% Add +121.8% 84,710 $9.2M
Premier Path Wealth Partners, LLC 1.20% Reduce -0.5% 84,437 $9.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.25% Reduce -69.6% 83,851 $9.1M
Tamar Securities, LLC 0.97% Add +8.4% 82,838 $9.0M
IHT Wealth Management, LLC 0.21% Reduce -4.4% 81,086 $8.8M
Carnegie Investment Counsel 0.17% Reduce -2.1% 78,624 $8.6M
Winthrop Capital Management, LLC 2.20% Add +0.8% 78,595 $8.6M
Independence Wealth Advisors, LLC 4.45% Add +7.8% 76,651 $8.4M
Allspring Global Investments Holdings, LLC 0.01% Add +10.8% 75,347 $8.3M
Atria Investments, Inc 0.09% Add +30.6% 75,611 $8.2M
Soltis Investment Advisors LLC 0.53% Add +604.4% 75,268 $8.2M
Founders Financial Securities LLC 0.46% Add +8.4% 71,840 $8.1M
Bartlett & Co. Wealth Management LLC 0.10% No change 67,979 $8.0M
Ashton Thomas Private Wealth, LLC 0.19% Reduce -69.6% 73,171 $8.0M
Asset Advisors Investment Management, LLC 0.76% Add +5.4% 72,852 $7.9M
Private Wealth Advisors, LLC 2.22% Add +765.1% 72,566 $7.9M
Lido Advisors, LLC 0.03% Add +8.9% 70,993 $7.7M
Evolution Wealth Advisors, LLC 0.78% Add +104.2% 70,559 $7.7M
Brave Asset Management Inc. 1.82% Add +1.1% 70,235 $7.7M
Orange Investment Advisors, Inc. 0.99% Reduce -3.6% 69,989 $7.6M
Oppenheimer & Co. Inc. 0.09% Add +0.0% 69,761 $7.6M
Colton Groome Financial Advisors, LLC 2.16% Add +17.9% 69,567 $7.6M
Benjamin Edwards Inc. 0.07% Add +2.1% 66,566 $7.3M
Tower Research Capital LLC (TRC) 0.18% Reduce -8.5% 64,276 $7.0M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 0.89% No change 64,210 $7.0M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.37% No change 63,624 $6.9M
Foronjy Financial LLC 2.88% Add +7.1% 63,614 $6.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% New 63,422 $6.9M
Savvy Advisors, Inc. 0.18% Reduce -8.7% 62,821 $6.8M
Thor Trading Advisors, LLC 2.83% Add +8.3% 62,636 $6.8M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -41.0% 62,842 $6.8M
Pinnacle Associates Ltd. 0.09% Reduce -0.7% 61,948 $6.8M
Harbour Trust & Investment Management Co 0.72% Reduce -1.7% 61,946 $6.8M
Balyasny Asset Management L.P. 0.01% Add +11.2% 61,508 $6.7M
Farmers Trust Co. 1.03% Reduce -19.7% 60,290 $6.6M
AQR Capital Management 0.00% Add +27.4% 60,044 $6.5M
RFG Advisory, LLC 0.12% Reduce -9.4% 59,476 $6.5M
AlphaCore Capital LLC 0.15% Reduce -9.9% 59,297 $6.5M
DAVENPORT & Co LLC 0.04% Reduce -7.8% 58,927 $6.4M
Kestra Advisory Services, LLC 0.02% Reduce -20.1% 58,779 $6.4M
J.W. Cole Advisors, Inc. 0.21% Reduce -1.6% 58,166 $6.3M
MMBG Investment Advisors Co. 0.58% No change 57,626 $6.3M
Steele Capital Management, Inc. 0.26% Reduce -7.3% 57,360 $6.3M
First Interstate Bank 0.35% Add +2.1% 56,862 $6.2M
First Merchants Corp. 0.23% Reduce -2.2% 55,328 $6.0M
Waverly Advisors, LLC 0.05% Add +3.0% 55,157 $6.0M
Davis R M Inc. 0.11% Reduce -1.6% 54,994 $6.0M
&partners 0.03% Reduce -21.0% 54,703 $5.9M
MAI Capital Management 0.03% Add +8.3% 53,785 $5.9M
Toth Financial Advisory Corp. 0.64% Add +0.8% 53,701 $5.9M
Granite Harbor Advisors, Inc. 2.54% Reduce -2.9% 53,429 $5.8M
Robertson Stephens Wealth Management, LLC 0.16% Reduce -0.3% 53,332 $5.8M
Venturi Wealth Management, LLC 0.26% Add +57.5% 52,771 $5.8M
Vestmark Advisory Solutions, Inc. 0.06% Add +37.2% 52,389 $5.7M
Hancock Whitney Corp. 0.10% Reduce -0.7% 50,037 $5.6M
Fairvoy Private Wealth, LLC 1.34% Add +104.4% 51,343 $5.6M
Simplex Trading, LLC 0.17% New 51,226 $5.6M
Cooksen Wealth, LLC 4.01% Add +4.9% 50,603 $5.5M
Compass Wealth Management, LLC 2.29% Add +8.0% 49,172 $5.4M
Procyon Advisors, LLC 0.26% Add +34.0% 48,958 $5.3M
Segment Wealth Management, LLC 0.31% Reduce -2.4% 48,805 $5.3M
German American Bancorp, Inc. 0.46% Reduce -4.6% 48,716 $5.3M
Keebeck Wealth Management 0.59% Reduce -15.3% 48,359 $5.3M
Estate Counselors, LLC 0.47% Reduce -43.9% 48,070 $5.2M
Dakota Wealth Management 0.11% Reduce -2.9% 48,016 $5.2M
Atlantic Union Bankshares Corp 0.10% Reduce -1.1% 47,249 $5.1M
Banco Santander, S.A. 0.04% Add +28.7% 46,977 $5.1M
Brookstone Capital Management 0.06% Add +81.7% 46,958 $5.1M
Bank Hapoalim BM 0.81% Reduce -22.8% 45,686 $5.0M
Midwest Trust Co 0.06% Reduce -0.4% 45,641 $5.0M
TCV Trust & Wealth Management, Inc. 0.41% Reduce -3.1% 45,238 $4.9M
Mission Hills Financial Advisory, LLC 2.51% Add +1.3% 44,988 $4.9M
Simmons Bank 0.33% Reduce -5.0% 44,789 $4.9M
Jain Global LLC 0.07% New 44,498 $4.8M
Independent Advisor Alliance 0.05% Add +1298.4% 44,496 $4.8M
Captrust Financial Advisors 0.01% Add +15.7% 44,424 $4.8M
U.S. Capital Wealth Advisors, LLC 0.12% Add +7.2% 43,932 $4.8M
Dynamic Advisor Solutions LLC 0.15% Add +0.1% 43,826 $4.8M
Integrated Wealth Concepts LLC 0.04% Add +97.6% 43,437 $4.7M
Baird Financial Group, Inc. 0.01% Reduce -46.2% 43,381 $4.7M
Keybank National Association 0.02% Reduce -2.0% 43,362 $4.7M
Stockman Wealth Management, Inc. 0.52% Add +3.6% 43,201 $4.7M
Advisory Services Network, LLC 0.06% Reduce -16.6% 42,698 $4.7M
United Asset Strategies, Inc. 0.37% Add +100.0% 42,521 $4.6M
Commerce Bank 0.02% Add +11.5% 42,389 $4.6M
Retirement Planning Group, LLC 0.14% Reduce -4.9% 42,219 $4.6M
AMG National Trust Bank 0.10% Add +33.9% 42,135 $4.6M
Fca Corp. 1.29% Add +1.2% 42,067 $4.6M
Sharper & Granite LLC 1.56% Add +5.9% 41,894 $4.6M
3EDGE Asset Management, LP 0.22% Add +17.3% 42,946 $4.5M
Natixis Advisors, LLC 0.01% Reduce -9.8% 40,927 $4.5M
Gotham Asset Management 0.01% Add +1.1% 40,826 $4.4M
Fiduciary Group, LLC 0.38% Add +3.4% 40,673 $4.4M
Innealta Capital, LLC 2.74% Reduce -35.2% 40,524 $4.4M
Peterson Wealth Management 2.53% Add +4.6% 40,030 $4.4M
Blair William & Co. 0.01% Reduce -1.6% 39,320 $4.3M
Ferguson Wellman Capital Management, Inc. 0.06% Reduce -69.0% 39,155 $4.3M
PFG Investments, LLC 0.19% Add +15.0% 38,367 $4.2M
Csenge Advisory Group 0.19% Reduce -1.9% 38,365 $4.2M
First Trust Advisors LP 0.00% Reduce -11.5% 38,167 $4.2M
HB Wealth Management, LLC 0.03% Add +1.2% 37,790 $4.1M
Kennicott Capital Management LLC 2.25% Reduce -1.3% 37,729 $4.1M
Fourth Dimension Wealth, LLC 1.56% Add +7.3% 37,641 $4.1M
XTX Topco Ltd 0.07% New 37,538 $4.1M
Anfield Capital Management, LLC 1.11% Add +9.3% 37,175 $4.1M
SkyView Investment Advisors, LLC 0.54% Add +1.9% 36,899 $4.0M
Beacon Pointe Advisors, LLC 0.02% Add +12.1% 36,878 $4.0M
BNP Paribas Financial Markets 0.00% Add +77.8% 36,649 $4.0M
LightSquare Wealth Management, LLC 2.99% — 36,586 $4.0M
Glenmede Trust Co. NA 0.02% Reduce -8.1% 36,583 $4.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -21.4% 36,316 $4.0M
Union Bancaire Privee, UBP SA 0.06% Add +14238.5% 37,280 $3.9M
Brown Advisory Inc. 0.01% Reduce -6.7% 35,768 $3.9M
Independent Financial Group, LLC 0.09% Add +2.8% 35,700 $3.9M
Sigma Planning Corp 0.11% Add +3.1% 35,031 $3.8M
Attessa Capital LLC 2.07% Add +2.8% 34,995 $3.8M
HSBC Holdings PLC 0.00% Add +136.0% 34,920 $3.8M
Talon Private Wealth, LLC 0.50% — 34,778 $3.8M
PCG Asset Management, LLC 2.97% Add +0.5% 34,064 $3.7M
GeoWealth Management, LLC 0.13% Add +59.4% 33,868 $3.7M
Chemung Canal Trust Co. 0.75% Reduce -0.6% 33,804 $3.7M
Measured Wealth Private Client Group, LLC 1.00% Reduce -1.2% 33,528 $3.7M
Brandywine Oak Private Wealth LLC 0.31% Reduce -1.3% 33,495 $3.7M
Sequent Planning LLC 0.88% Add +13.6% 33,490 $3.6M
Howard Capital Management Group, LLC 0.24% Reduce -0.4% 33,466 $3.6M
Tritonpoint Wealth, LLC 0.39% Reduce -0.4% 33,261 $3.6M
DV Trading LLC 0.33% Add +266.6% 33,251 $3.6M
Milestones Private Investment Advisors LLC 3.18% Add +3.1% 33,127 $3.6M
One Wealth Map LLC 1.73% Reduce -1.3% 30,009 $3.6M
Summit Financial, LLC 0.05% Add +245.4% 32,454 $3.5M
Stephens Inc. 0.04% Add +8.4% 32,281 $3.5M
Darwin Wealth Management, LLC 1.09% Reduce -0.2% 32,150 $3.5M
Jackson, Grant Investment Advisers, Inc. 1.16% Add +0.1% 31,972 $3.5M
Integrated Advisors Network LLC 0.18% Reduce -33.1% 31,871 $3.5M
Arkadios Wealth Advisors 0.06% Add +3.0% 31,669 $3.5M
Intrua Financial, LLC 0.36% Reduce -76.5% 31,221 $3.4M
First Horizon Corp. 0.14% Reduce -0.9% 31,090 $3.4M
Neville Rodie & Shaw Inc. 0.25% No change 31,090 $3.4M
Kingswood Wealth Advisors, LLC 0.16% Reduce -36.4% 30,826 $3.4M
Pennsylvania Capital Management Inc. 0.96% No change 30,720 $3.3M
Canton Hathaway, LLC 0.67% Add +0.8% 30,568 $3.3M
Nelson Capital Management, LLC 0.40% Add +4.0% 30,361 $3.3M
Apollon Financial, LLC 0.46% Add +11.9% 30,253 $3.3M
NorthRock Partners, LLC 0.05% Add +16.6% 30,147 $3.3M
Snowden Capital Advisors LLC 0.09% Reduce -0.5% 29,957 $3.3M
jvl associates llc 1.08% No change 29,574 $3.2M
Symmetry Investments LP 0.78% Reduce -17.5% 29,460 $3.2M
Trust Co. of Oklahoma 0.93% Add +8.7% 29,289 $3.2M
FIL Ltd 0.00% Reduce -13.9% 28,516 $3.1M
Concentric Capital Strategies, LP 0.27% New 28,420 $3.1M
Atlas Capital Advisors Inc. 0.35% Reduce -24.1% 28,410 $3.1M
Kestra Private Wealth Services, LLC 0.04% Add +6.9% 28,312 $3.1M
SBI Okasan Asset Management Co.Ltd. 0.13% Add +80.4% 28,860 $3.0M
Bank of Marin 2.23% Add +4.0% 27,972 $3.0M
Butensky & Cohen Financial Security, Inc. 0.80% Add +2.3% 27,787 $3.0M
MontVue Capital Management, Inc. 2.04% Add +1.3% 27,445 $3.0M
ES4, LLC 1.91% Add +48.2% 27,156 $3.0M
Marion Wealth Management 0.66% Add +3.4% 27,107 $3.0M
Sequoia Financial Advisors, LLC 0.02% Add +6.3% 27,021 $2.9M
Volterra Technologies LP 2.08% Reduce -69.3% 26,896 $2.9M
Associated Banc-Corp 0.08% Reduce -6.8% 26,882 $2.9M
Wall Capital Group, Inc. 3.11% Add +18.1% 26,743 $2.9M
Dorsey & Whitney Trust CO LLC 0.16% Reduce -14.0% 26,616 $2.9M
Mathes Company, Inc. 1.06% No change 26,600 $2.9M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -7.3% 26,598 $2.9M
CV Advisors LLC 0.77% Reduce -0.1% 26,000 $2.8M
Caprock Group, LLC 0.07% Reduce -4.1% 25,855 $2.8M
Empowered Funds, LLC 0.02% Add +34.7% 25,712 $2.8M
Boltwood Capital Management 0.71% Add +1.7% 25,560 $2.8M
Meridian Wealth Management, LLC 0.10% Add +16.4% 25,497 $2.8M
Diversified Enterprises, LLC 0.15% Reduce -0.4% 25,447 $2.8M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 25,088 $2.7M
Sage Advisory Services, Ltd.Co. 1.48% New 24,872 $2.7M
Chesapeake Wealth Management 0.83% Reduce -3.4% 24,802 $2.7M
Zullo Investment Group, Inc. 1.01% Add +5.1% 24,482 $2.7M
Trust Co 0.25% Reduce -5.7% 24,446 $2.7M
Orleans Capital Management Corp. 1.77% Reduce -2.0% 24,002 $2.6M
Certified Advisory Corp 0.23% Add +4.1% 23,954 $2.6M
Ring Mountain Capital, LLC 1.42% Reduce -2.8% 23,860 $2.6M
RPg Family Wealth Advisory, LLC 0.54% Reduce -2.0% 23,854 $2.6M
Magnolia Capital Management Ltd. 1.75% Add +8.0% 23,776 $2.6M
Crew Capital Management, Ltd 1.72% Reduce -3.8% 23,772 $2.6M
Coastal Bridge Advisors, LLC 0.18% Add +7.2% 23,677 $2.6M
OpenArc Corporate Advisory, LLC 0.04% Reduce -6.1% 23,624 $2.6M
Risk Paradigm Group, LLC 2.17% Reduce -0.5% 23,361 $2.5M
Prospera Financial Services Inc 0.04% Add +2.4% 23,294 $2.5M
Markin Asset Management, LP 2.79% Add +21.2% 23,287 $2.5M
Mutual Advisors, LLC 0.05% Reduce -48.3% 23,286 $2.5M
Advisor Resource Council 1.00% Reduce -3.0% 23,212 $2.5M
B. Riley Wealth Advisors, Inc. 0.16% Reduce -32.6% 23,885 $2.5M
Kintra Wealth, LLC 0.18% New 23,132 $2.5M
M&T Bank Corp 0.01% Reduce -9.2% 23,039 $2.5M
Verition Fund Management LLC 0.03% Add +212.4% 22,806 $2.5M
Relyea Zuckerberg Hanson LLC 0.25% Add +0.0% 22,717 $2.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +199.2% 23,026 $2.5M
Forvis Mazars Wealth Advisors, LLC 0.05% Reduce -5.0% 22,376 $2.4M
Valeo Financial Advisors, LLC 0.06% Reduce -0.1% 22,168 $2.4M
Constitution Capital LLC 1.21% Reduce -4.3% 22,123 $2.4M
AAFMAA Wealth Management & Trust LLC 0.93% Add +8.5% 22,030 $2.4M
CDM Financial Counseling Services, Inc. 2.30% Add +2.2% 21,914 $2.4M
Polymer Capital Management (HK) LTD 0.34% No change 22,000 $2.4M
D.A. Davidson & Co. 0.01% Add +6.0% 21,985 $2.4M
Evercore Wealth Management, LLC 0.04% Reduce -12.3% 21,915 $2.4M
Western Wealth Management, LLC 0.09% Add +40.3% 21,511 $2.3M
Stratos Wealth Partners, LTD. 0.03% Reduce -54.1% 21,479 $2.3M
Colony Family Offices, LLC 0.58% Add +1.2% 21,424 $2.3M
Johnson Investment Counsel Inc. 0.02% Reduce -1.8% 21,391 $2.3M
Verus Capital Partners, LLC 0.16% Add +6.4% 21,300 $2.3M
Farmers & Merchants Trust Co of Chambersburg PA 0.63% Reduce -3.0% 21,238 $2.3M
Sowell Financial Services LLC 0.09% Add +6.7% 21,239 $2.3M
ARS Investment Partners, LLC 0.12% Reduce -10.7% 21,012 $2.3M
Point Windward Advisors Inc. 1.16% Add +1.0% 20,926 $2.3M
Proffitt & Goodson Inc. 0.35% Reduce -5.9% 20,718 $2.3M
Focus Financial Network, Inc. 0.08% Reduce -26.3% 20,717 $2.3M
Spire Wealth Management 0.08% Reduce -13.9% 20,688 $2.3M
Windsor Capital Management, LLC 0.67% Reduce -1.4% 20,552 $2.2M
Laurel Wealth Advisors LLC 0.22% Add +6.0% 18,583 $2.2M
Horizon Financial Services, LLC 0.98% Add +7.9% 20,335 $2.2M
Crews Bank & Trust 0.32% Reduce -1.4% 20,074 $2.2M
Pallas Capital Advisors LLC 0.08% Reduce -10.6% 20,062 $2.2M
World Investment Advisors 0.04% Add +7.4% 19,954 $2.2M
Cresset Asset Management, LLC 0.01% Add +6.3% 19,941 $2.2M
Essex LLC 0.38% Add +7.6% 19,903 $2.2M
Wellspring Financial Advisors, LLC 0.16% Reduce -16.5% 19,835 $2.2M
Provida Pension Fund Administrator 0.04% No change 19,620 $2.1M
CoreCap Advisors, LLC 0.07% Reduce -20.9% 19,583 $2.1M
Regions Financial Corp. 0.01% Reduce -0.4% 19,547 $2.1M
CreativeOne Wealth, LLC 0.05% Reduce -27.4% 19,525 $2.1M
NBT Bank, N.A. 0.14% Reduce -1.2% 19,396 $2.1M
RiverGlades Family Offices LLC 1.24% — 19,293 $2.1M
Pettyjohn, Wood & White, Inc. 0.33% No change 19,174 $2.1M
Okabena Investment Services Inc. 0.40% Add +2.5% 19,163 $2.1M
Pine Valley Investments Ltd Liability Co 0.10% Add +2.1% 19,116 $2.1M
Financial Freedom, LLC 1.03% Reduce -4.6% 18,909 $2.1M
Capital Investment Counsel, LLC 0.28% Add +8.3% 18,800 $2.0M
Curat Global, LLC 2.01% Add +51.2% 18,748 $2.0M
Founders Grove Wealth Partners, LLC 0.46% Reduce -9.0% 18,609 $2.0M
Pinnacle Financial Partners, Inc. 0.02% Add +0.3% 18,579 $2.0M
10Elms LLP 1.38% Add +13.5% 17,451 $2.0M
Straightline Group LLC 0.99% Add +6.7% 18,357 $2.0M
Everstar Asset Management, LLC 1.06% Reduce -6.4% 18,315 $2.0M
Choreo, LLC 0.02% Reduce -4.1% 18,223 $2.0M
Regal Investment Advisors LLC 0.11% Add +15.4% 18,005 $2.0M
Phoenix Financial Ltd. 0.02% No change 18,000 $2.0M
Ameraudi Asset Management, Inc. 1.06% Reduce -74.7% 17,860 $1.9M
Terra Nova Asset Management LLC 1.44% Reduce -1.5% 17,860 $1.9M
Hilltop Holdings Inc. 0.18% Reduce -28.6% 17,810 $1.9M
StoneX Group Inc. 0.10% Reduce -1.9% 17,787 $1.9M
IFP Advisors, Inc 0.04% Add +2.6% 17,725 $1.9M
CTC Alternative Strategies, Ltd. 4.37% New 17,677 $1.9M
Clarus Wealth Advisors 0.82% Add +8.4% 17,805 $1.9M
Stonebridge Financial Planning Group, LLC 0.70% Reduce -2.4% 17,469 $1.9M
Farther Finance Advisors, LLC 0.02% Add +163.7% 17,269 $1.9M
Advisory Resource Group 0.32% Reduce -20.1% 17,220 $1.9M
Credit Industriel Et Commercial 0.33% Add +127.4% 17,192 $1.9M
Cary Street Partners Financial LLC 0.05% Reduce -1.2% 17,188 $1.9M
Redwood Financial Network Corp 1.22% Add +4.0% 17,137 $1.9M
NewEdge Wealth, LLC 0.02% Add +4.4% 17,049 $1.9M
Calamos Wealth Management LLC 0.06% No change 16,962 $1.8M
Calamos Advisors LLC 0.01% New 16,962 $1.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.11% Add +501.2% 16,943 $1.8M
Wedbush Securities Inc. 0.05% Add +8.5% 16,830 $1.8M
Frank, Rimerman Advisors LLC 0.12% No change 16,798 $1.8M
Avidian Wealth Enterprises, LLC 0.06% Add +3.5% 16,535 $1.8M
Payne Capital LLC 1.65% New 16,509 $1.8M
Hansen & Associates Financial Group, Inc. 0.96% Reduce -7.5% 16,439 $1.8M
Providence First Trust Co 0.62% Reduce -21.7% 16,158 $1.8M
Howe & Rusling Inc. 0.11% Add +8100.5% 16,073 $1.8M
Harbour Investments, Inc. 0.03% Add +34.4% 16,022 $1.7M
Kovack Advisors, Inc. 0.09% Reduce -16.0% 15,779 $1.7M
Nwam LLC 0.10% Reduce -1.9% 15,846 $1.7M
Bullock Wealth Management Group 0.86% Reduce -9.6% 15,613 $1.7M
Transcend Capital Advisors, LLC 0.14% Reduce -6.5% 15,622 $1.7M
Centennial Bank 0.61% Reduce -10.6% 15,613 $1.7M
Summit Trail Advisors, LLC 0.02% Add +0.1% 15,596 $1.7M
Monetary Management Group Inc. 0.40% Add +0.7% 15,480 $1.7M
Vertex Investment Solutions Co., Ltd. 1.94% Reduce -58.4% 15,800 $1.7M
Mechanics Bank Trust Department 0.23% Reduce -6.2% 15,425 $1.7M
Whittier Trust Co. 0.02% Reduce -20.4% 15,390 $1.7M
CIBC Bancorp USA Inc. 0.00% — 15,292 $1.7M
PeakShares LLC 1.53% Add +5.2% 15,250 $1.7M
New York Life Investment Management LLC 0.01% Add +190.1% 15,202 $1.7M
M3 Advisory Group, LLC 1.01% Add +1.5% 15,094 $1.6M
One Charles Private Wealth Services, LLC 0.41% Add +3.3% 15,040 $1.6M
Gallacher Capital Management LLC 0.62% Reduce -25.6% 14,939 $1.6M
Bfsg, LLC 0.15% Reduce -5.0% 14,861 $1.6M
Maridea Wealth Management LLC 0.23% Reduce -0.7% 14,609 $1.6M
Narus Financial Partners, LLC 0.42% Reduce -0.0% 14,600 $1.6M
Valmark Advisers, Inc. 0.02% Reduce -1.5% 14,560 $1.6M
Bessemer Group Inc. 0.00% Add +9.4% 14,539 $1.6M
HBW Advisory Services LLC 0.17% Reduce -3.4% 14,380 $1.6M
Win Advisors, Inc. 0.72% Reduce -24.4% 14,378 $1.6M
Sherman Asset Management, Inc. 1.43% Add +50.0% 14,267 $1.6M
Harrell Investment Partners, LLC 0.37% Reduce -22.8% 14,184 $1.5M
Capstone Investment Advisors, LLC 0.02% Add +110.5% 14,183 $1.5M
Wulff, Hansen & Co. 1.57% Add +0.3% 14,143 $1.5M
AdvisorNet Financial, Inc 0.08% Reduce -5.0% 14,099 $1.5M
Kingstone Capital Partners Texas, LLC 0.94% Reduce -0.6% 14,076 $1.5M
Ameritas Advisory Services, LLC 0.06% Reduce -7.6% 13,991 $1.5M
Realta Investment Advisors 0.53% Reduce -22.1% 13,939 $1.5M
Macro Advisors, Inc. 0.63% — 13,932 $1.5M
Abbot Financial Management, Inc. 0.64% Reduce -3.4% 13,790 $1.5M
Beacon Capital Management, Inc. 0.08% New 13,734 $1.5M
AE Wealth Management LLC 0.01% Reduce -17.7% 13,603 $1.5M
Credit Agricole S A 0.00% Add +252.1% 13,514 $1.5M
Atticus Wealth Management, LLC 0.40% Reduce -2.9% 13,505 $1.5M
Camelot Technology Advisors, Inc. 1.08% Reduce -18.5% 13,499 $1.5M
Neuberger Berman Group LLC 0.00% Add +3.5% 13,497 $1.5M
Cullen/Frost Bankers, Inc. 0.02% Reduce -7.4% 13,458 $1.5M
Delta Financial Advisors LLC 0.38% No change 13,456 $1.5M
MKT Advisors LLC 0.49% Add +0.1% 13,497 $1.5M
Madden Advisory Services, Inc. 0.57% Add +2.1% 13,294 $1.4M
Magnus Financial Group LLC 0.12% Reduce -29.4% 13,167 $1.4M
First National Bank of Omaha 0.04% Reduce -2.8% 13,571 $1.4M
Sanchez Gaunt Capital Management, LLC 0.89% — 13,150 $1.4M
Montecito Bank & Trust 0.24% Reduce -4.8% 13,138 $1.4M
Wesbanco Bank Inc. 0.04% Add +3.0% 13,117 $1.4M
Nations Financial Group Inc, /Ia/ 0.07% Add +8.9% 13,088 $1.4M
Jacobi Capital Management LLC 0.08% Reduce -1.6% 13,069 $1.4M
Runnymede Capital Advisors, Inc. 1.22% New 13,012 $1.4M
Capitol Family Office, Inc. 1.66% No change 11,807 $1.4M
Bluedoor Private Wealth, LLC 0.65% No change 12,910 $1.4M
First Business Financial Services, Inc. 0.13% No change 12,902 $1.4M
Wilmington Savings Fund Society, FSB 0.03% No change 12,830 $1.4M
Moneta Group Investment Advisors LLC 0.01% Add +1.3% 12,787 $1.4M
Plimoth Trust Co. LLC 0.31% Reduce -3.5% 12,744 $1.4M
Ledyard National Bank 0.12% Reduce -6.7% 12,710 $1.4M
Wealthspire Advisors, LLC 0.01% Add +19.8% 12,698 $1.4M
CWA Asset Management Group, LLC 0.05% Reduce -0.1% 12,561 $1.4M
Purus Wealth Management, LLC 0.43% Add +1.3% 12,504 $1.4M
Roberts Wealth Advisors, LLC 0.34% Add +11.3% 12,397 $1.4M
Flow Traders U.S. LLC 0.04% New 12,366 $1.3M
Avior Wealth Management, LLC 0.04% Reduce -0.5% 12,368 $1.3M
Crestwood Advisors Group, LLC 0.02% Reduce -4.0% 12,356 $1.3M
State Street Corp. 0.00% Add +20.2% 12,349 $1.3M
Bangor Savings Bank 0.11% Reduce -5.6% 12,141 $1.3M
Prime Capital Investment Advisors, LLC 0.02% Reduce -0.6% 12,067 $1.3M
SMI Advisory Services, LLC 0.22% Reduce -35.3% 12,036 $1.3M
Afg Fiduciary Services Limited Partnership 0.77% Add +1.8% 11,958 $1.3M
Kanawha Capital Management LLC 0.09% Reduce -0.4% 11,902 $1.3M
Summit Wealth Partners, LLC 0.21% New 11,888 $1.3M
Encore Global Management, LP 0.90% — 11,880 $1.3M
Shepherd Financial Partners LLC 0.12% No change 11,864 $1.3M
Perennial Investment Advisors, LLC 0.10% Reduce -3.7% 11,791 $1.3M
Baker Avenue Asset Management, LP 0.03% No change 11,726 $1.3M
First Manhattan Co. Llc. 0.00% Reduce -3.7% 11,640 $1.3M
Live Oak Investment Partners 0.75% Add +12.4% 11,623 $1.3M
First Wilshire Securities Management Inc. 0.28% No change 11,596 $1.3M
Whittier Trust Co. of Nevada Inc. 0.03% Reduce -8.3% 11,558 $1.3M
United Capital Financial Advisors, LLC 0.01% Reduce -4.2% 11,559 $1.3M
Sentinel Trust Co. Lba 0.13% No change 11,556 $1.3M
Ieq Capital, LLC 0.01% Reduce -11.0% 11,537 $1.3M
Bramshill Investments, LLC 0.11% Add +35.3% 11,500 $1.3M
Tocqueville Asset Management L.P. 0.02% Reduce -0.9% 11,500 $1.3M
UNIVEST FINANCIAL Corp 0.07% Reduce -73.4% 11,470 $1.3M
Fulcrum Equity Management 1.21% Reduce -20.1% 11,383 $1.2M
Citizens Financial Group Inc. 0.02% Reduce -6.3% 11,255 $1.2M
Allworth Financial LP 0.00% Reduce -7.1% 11,125 $1.2M
Transamerica Financial Advisors, LLC 0.10% Add +11.7% 11,111 $1.2M
C2C Wealth Management, LLC 1.02% Reduce -7.0% 11,096 $1.2M
Quarry LP 0.25% New 10,950 $1.2M
DSG Capital Advisors, LLC 0.19% Reduce -23.4% 10,920 $1.2M
Pines Wealth Management, LLC 0.38% Reduce -8.4% 10,837 $1.2M
Larson Financial Group LLC 0.04% Reduce -82.1% 10,815 $1.2M
Gladstone Institutional Advisory LLC 0.04% Add +2.0% 10,782 $1.2M
Arete Wealth Advisors, LLC 0.09% Reduce -1.3% 10,748 $1.2M
Ascentis Independent Advisors 0.09% Add +36.5% 10,645 $1.2M
Agate Pass Investment Management, LLC 0.45% Reduce -10.6% 10,607 $1.2M
James Investment Research, Inc. 0.13% Reduce -9.2% 10,582 $1.2M
Cornerstone National Bank & Trust Co 0.42% Add +11.3% 10,498 $1.2M
Sapient Capital LLC 0.02% Reduce -50.5% 10,542 $1.1M
FDx Advisors, Inc. 0.36% New 10,483 $1.1M
Great Valley Advisor Group, Inc. 0.02% Reduce -18.4% 10,476 $1.1M
Corsicana & Co. 0.72% Reduce -49.0% 5,725 $1.1M
Institute for Wealth Management, LLC. 0.12% Add +0.1% 10,326 $1.1M
Henson-Edgewater Management, LLC 0.71% No change 10,310 $1.1M
Evoke Wealth, LLC 0.02% No change 10,308 $1.1M
Bailard, Inc. 0.03% Reduce -0.5% 10,286 $1.1M
Financial & Tax Architects, LLC 0.25% Add +2.5% 10,175 $1.1M
Cary Street Partners Investment Advisory LLC 0.28% Reduce -5.1% 10,041 $1.1M
Country Trust Bank 0.02% Reduce -5.9% 10,015 $1.1M
Rwa Wealth Partners, LLC 0.01% Reduce -1.0% 9,956 $1.1M
Oak Family Advisors, LLC 0.33% Reduce -6.5% 9,919 $1.1M
St. Johns Investment Management Company, LLC 0.45% Reduce -1.9% 9,830 $1.1M
Golden State Wealth Management, LLC 0.12% Reduce -0.7% 9,776 $1.1M
Wealthfront Advisers LLC 0.00% Reduce -3.2% 9,725 $1.1M
Signet Financial Management, LLC 0.12% Reduce -6.6% 9,718 $1.1M
Money Concepts Capital Corp. 0.06% Reduce -65.7% 9,664 $1.1M
Ausdal Financial Partners, Inc. 0.05% Add +7.4% 9,637 $1.1M
Perigon Wealth Management, LLC 0.02% Reduce -42.8% 9,575 $1.0M
Quadcap Wealth Management, LLC 0.12% Reduce -4.9% 9,522 $1.0M
RCW Management, LLC 1.06% No change 9,498 $1.0M
Orion Porfolio Solutions, LLC 0.01% Reduce -43.4% 9,370 $1.0M
Smith Salley Wealth Management 0.05% No change 9,366 $1.0M
Beacon Financial Advisory LLC 0.23% Reduce -0.3% 9,337 $1.0M
Calton & Associates, Inc. 0.15% No change 9,295 $1.0M
Provident Co of the Employees of the Hebrew University LTD 1.59% Reduce -21.6% 9,260 $1.0M
Acorn Financial Advisory Services Inc. 0.14% Add +5.5% 9,241 $1.0M
J. Goldman & Co LP 0.05% Reduce -76.8% 9,235 $1.0M
V2 Financial group LLC 0.47% No change 9,200 $1.0M
Mission Creek Capital Partners, Inc. 0.20% Add +0.3% 9,171 $999K
Blue Chip Partners, LLC 0.07% Reduce -45.6% 9,163 $999K
Rothschild Wealth LLC 0.09% Reduce -0.6% 9,154 $998K
Mendel Capital Management LLC 0.50% — 9,136 $996K
Advyzon Investment Management, LLC 0.09% Reduce -0.3% 9,115 $993K
Two Sigma Securities, LLC 0.11% New 9,065 $988K
City Holding Co. 0.12% Reduce -1.7% 9,011 $982K
January Capital Advisors LLC 1.31% — 8,947 $975K
Byrne Financial Freedom, LLC 0.46% Reduce -6.7% 8,892 $969K
Pure Financial Advisors, LLC 0.01% Reduce -0.6% 8,887 $969K
Hennion & Walsh Asset Management, Inc. 0.03% Add +0.9% 8,844 $964K
Vilga Financial Planning LLC 0.85% Add +5.7% 8,748 $953K
E&G Advisors, LLC 0.21% No change 8,745 $953K
Luminist Capital LLC 1.27% Add +7.7% 8,711 $949K
Flagship Harbor Advisors, LLC 0.04% Reduce -0.1% 8,701 $948K
Integrity Alliance, Llc. 0.04% Reduce -26.0% 8,679 $946K
Journey Advisory Group, LLC 0.08% No change 8,524 $941K
Harbor Investment Advisory, LLC 0.07% Reduce -2.6% 8,580 $935K
Level Four Advisory Services, LLC 0.03% Add +5.7% 8,539 $931K
Ally Invest Advisors Inc. 0.06% Reduce -0.5% 8,469 $923K
Bradley Foster & Sargent Inc. 0.01% Reduce -1.1% 8,418 $917K
Parallel Advisors, LLC 0.02% Reduce -35.8% 8,277 $902K
Savant Capital, LLC 0.00% Add +62.9% 8,250 $899K
Schrum Private Wealth Management LLC 0.69% Add +0.0% 8,245 $899K
Ingalls & Snyder LLC 0.03% Add +1.1% 8,186 $892K
Scotia Capital Inc. 0.00% Reduce -16.6% 8,100 $883K
Vise Technologies, Inc. 0.02% No change 7,369 $880K
Williams Jones Wealth Management, LLC. 0.01% No change 8,060 $878K
Birchcreek Wealth Management, LLC 0.42% Add +9.3% 8,028 $875K
McAdam, LLC 0.04% Add +11.5% 7,931 $864K
Hyundai Investments Co., Ltd. 0.96% Reduce -15.4% 8,095 $855K
Hills Bank & Trust Co 0.04% New 7,764 $846K
Kagan Cocozza Asset Management 0.60% Add +2.2% 7,763 $846K
Vista Investment Management 0.28% No change 7,726 $842K
Archford Capital Strategies, LLC 0.10% No change 7,725 $842K
Financial Engines Advisors L.L.C. 0.00% Add +9.6% 7,723 $842K
Simplicity Wealth,LLC 0.05% Reduce -11.4% 7,656 $834K
Ayalon Insurance Comp Ltd. 0.17% No change 7,635 $832K
Capital Analysts, LLC 0.02% Reduce -5.0% 7,605 $829K
First Citizens Financial Corp 0.39% Add +0.6% 7,590 $827K
Cullen Capital Management, LLC 0.01% Reduce -74.4% 7,468 $814K
Rockingstone Advisors LLC 0.37% No change 7,428 $810K
Occidental Asset Management, LLC 0.10% Add +12.5% 7,396 $806K
Invst, LLC 0.09% Add +3.5% 7,331 $799K
Strategic Blueprint, LLC 0.05% Add +57.7% 7,319 $798K
Exencial Wealth Advisors, LLC 0.02% Add +4.5% 7,307 $796K
Cornerstone Select Advisors, LLC 0.50% New 7,288 $794K
WT Wealth Management 0.23% Add +4.0% 7,165 $781K
Clearstead Advisors, LLC 0.01% Add +39.5% 7,112 $775K
Belpointe Asset Management LLC 0.03% Reduce -39.8% 7,108 $775K
Nixon Peabody Trust Co. 0.06% No change 7,104 $774K
Oxler Private Wealth LLC 0.24% Add +0.2% 7,072 $771K
Alpha Wealth Funds, LLC 0.55% Reduce -3.7% 7,067 $770K
Greenleaf Trust 0.01% No change 7,044 $768K
1607 Capital Partners, LLC 0.06% New 7,000 $763K
Integral Investment Advisors, Inc. 0.19% No change 6,959 $758K
McHugh Group, LLC 0.45% No change 6,950 $757K
Childress Capital Advisors, LLC 0.14% Reduce -31.9% 6,928 $755K
Ducere Wealth Management LLC 0.30% Reduce -0.2% 6,918 $754K
First National Bank of Hutchinson 0.48% Reduce -40.1% 6,880 $750K
New Wave Wealth Advisors LLC 0.26% Reduce -18.1% 6,851 $747K
KDK Private Wealth Management, LLC 0.68% Reduce -3.4% 6,792 $740K
Murphy & Mullick Capital Management Corp 0.55% Add +37.9% 6,790 $740K
Founders Financial Alliance, LLC 0.13% Reduce -5.8% 6,784 $739K
Kiley Juergens Wealth Management, LLC 0.13% New 6,752 $736K
Legacy Private Trust Co. 0.05% Add +12.5% 6,737 $734K
Circle Wealth Management, LLC 0.01% No change 6,722 $733K
Athena Investment Management 0.38% No change 6,700 $730K
Nikulski Financial, Inc. 0.18% Add +11.9% 6,667 $727K
Cassaday & Co Wealth Management LLC 0.02% No change 6,662 $726K
Stratos Wealth Advisors, LLC 0.04% Reduce -0.4% 6,651 $725K
SCS Capital Management LLC 0.01% Reduce -23.4% 6,582 $717K
Ensign Peak Advisors, Inc 0.00% Reduce -86.0% 6,550 $714K
Gsa Capital Partners LLP 0.04% Reduce -10.0% 6,539 $713K
Westside Investment Management, Inc. 0.11% Add +21.1% 6,528 $710K
Wealthgarden F.S. LLC 0.48% Add +1.8% 6,434 $701K
Fourpath Capital Management, LLC 0.10% Add +18.0% 6,401 $698K
Diversify Wealth Management, LLC 0.01% New 5,924 $692K
Main Street Financial Solutions, LLC 0.05% Add +2.0% 6,304 $687K
Jacobs Equity LLC 0.61% Reduce -12.9% 6,293 $686K
Fenimore Asset Management Inc 0.02% No change 6,276 $684K
Insight Advisors, LLC/ PA 0.13% Add +3.1% 6,257 $682K
Advisor OS, LLC 0.05% New 6,257 $682K
Partners Wealth Management, LLC 0.70% Reduce -1.6% 6,237 $680K
Vontobel Holding Ltd. 0.00% Reduce -71.9% 6,163 $672K
Atala Financial Inc 0.45% No change 4,135 $671K
Ark Wealth Advisors LLC 0.66% Reduce -7.6% 6,153 $671K
Clare Market Investments LLC 0.14% — 6,126 $668K
Koshinski Asset Management, Inc. 0.04% Add +8.1% 6,108 $666K
CENTRAL TRUST Co 0.01% Reduce -0.1% 6,086 $663K
OneDigital Investment Advisors LLC 0.01% Reduce -0.3% 6,074 $662K
China Universal Asset Management Co., Ltd. 0.05% No change 6,030 $657K
Fjell Capital, LLC 0.50% Add +19.7% 6,021 $656K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -1.4% 5,980 $652K
Bryn Mawr Trust Advisors, LLC 0.03% No change 5,978 $651K
First Citizens Bank & Trust Co. 0.01% Reduce -13.5% 5,930 $646K
Fiduciary Alliance LLC 0.04% Reduce -0.3% 5,464 $646K
Keel Point, LLC 0.04% Reduce -26.7% 5,874 $640K
First National Trust Co 0.02% Reduce -4.3% 5,861 $639K
Mgo One Seven LLC 0.01% Reduce -5.3% 5,841 $637K
Capstone Wealth Management Group LLC 0.39% Reduce -3.5% 5,806 $633K
Ameritas Investment Partners, Inc. 0.02% Add +0.6% 5,783 $630K
Thompson Davis & Co., Inc. 0.42% Reduce -1.3% 5,747 $626K
Mma Asset Management LLC 0.22% Reduce -3.3% 5,718 $623K
Empirical Asset Management, LLC 0.16% Reduce -4.5% 5,701 $621K
Lynch & Associates 0.12% No change 5,668 $618K
M.E. Allison & Co., Inc. 0.41% Add +0.2% 5,666 $617K
Flputnam Investment Management Co. 0.01% Reduce -44.0% 5,644 $615K
Jefferies Financial Group Inc. 0.01% Add +584.9% 5,630 $614K
QRG Capital Management, Inc. 0.01% Add +171.3% 5,606 $611K
Arrow Financial Corp 0.06% No change 5,599 $610K
Burford Brothers, Inc. 0.25% Reduce -5.2% 5,585 $609K
Milestone Asset Management, LLC 0.11% Add +2.8% 5,573 $607K
Baldwin Wealth Partners LLC 0.04% No change 5,540 $604K
Sage Capital Management, LLC 0.28% Add +0.1% 5,519 $602K
Councilmark Asset Management, LLC 0.34% No change 5,400 $588K
Contravisory Investment Management, Inc. 0.12% Add +51.7% 5,375 $586K
Elm Partners Management LLC 0.03% Add +80.0% 5,541 $585K
Burns J W & Co. Inc. 0.07% Reduce -2.6% 5,314 $579K
Palumbo Wealth Management LLC 0.14% Reduce -4.4% 5,288 $576K
Edgestream Partners, L.P. 0.02% Reduce -71.4% 5,266 $574K
KPP Advisory Services LLC 0.08% Reduce -14.2% 5,248 $572K
Destiny Wealth Partners, LLC 0.06% No change 5,204 $567K
Tempus Wealth Planning, LLC 0.13% Add +0.0% 5,188 $565K
Stratos Investment Management, LLC 0.02% Add +18.4% 5,131 $559K
Tidal Investments LLC 0.00% New 5,116 $558K
Meridian Wealth Advisors, LLC 0.07% Reduce -2.7% 5,060 $551K
Ashton Thomas Securities, LLC 0.07% Reduce -5.1% 5,053 $551K
Optas, LLC 0.08% No change 5,044 $550K
Venture Visionary Partners LLC 0.02% Add +7.7% 5,041 $549K
Whitener Capital Management, Inc. 0.13% Reduce -7.6% 5,041 $549K
Creative Financial Designs Inc. 0.03% Reduce -18.4% 5,012 $546K
Fifth Third Wealth Advisors LLC 0.02% Reduce -66.7% 5,001 $545K
Stock Yards Bank & Trust Co. 0.02% Add +10.3% 4,999 $545K
Pitcairn Wealth Advisors LLC 0.05% No change 4,520 $540K
Moors & Cabot, Inc. 0.02% Reduce -15.2% 4,952 $540K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +102.1% 4,944 $539K
Insigneo Advisory Services, LLC 0.04% Add +3.7% 4,940 $538K
Wealthcare Advisory Partners LLC 0.01% Reduce -7.7% 4,935 $538K
Sovran Advisors, LLC 0.04% No change 4,538 $537K
Worthington Financial Partners, LLC 0.46% Reduce -0.1% 4,918 $536K
Whalerock Point Partners, LLC 0.11% No change 4,888 $533K
Modern Wealth Management, LLC 0.01% Reduce -42.0% 4,839 $531K
tru Independence LLC 0.26% Reduce -14.5% 4,875 $531K
Kensington Investment Counsel, LLC 0.26% No change 4,865 $530K
Prostatis Group LLC 0.14% Reduce -4.4% 4,864 $530K
CCG Wealth Management, LLC 0.14% New 4,845 $528K
VestGen Advisors, LLC 0.01% Reduce -4.2% 4,439 $525K
Fiduciary Trust Co 0.01% Reduce -2.0% 4,810 $524K
Silver Oak Securities, Incorporated 0.04% Reduce -70.3% 4,792 $522K
CHICAGO TRUST Co NA 0.08% No change 4,788 $522K
Essex Bank 0.12% No change 4,778 $521K
Legacy Capital Group California, Inc. 0.20% Reduce -0.5% 4,756 $518K
Fearless Solutions, LLC dba Best Invest 0.31% Add +11.7% 4,729 $515K
Stonebrook Private Inc. 0.11% Reduce -12.3% 4,712 $513K
Allie Family Office LLC 0.22% No change 2,320 $506K
Spartan Wealth Advisory Services LLC 0.04% — 4,630 $505K
Delta Capital Management LLC 0.28% No change 4,600 $501K
Kwmg, LLC 0.04% Reduce -10.1% 4,594 $501K
NWF Advisory Services Inc. 0.06% Reduce -18.4% 4,590 $500K
Campion Asset Management 0.34% Reduce -0.1% 4,567 $498K
Astra Wealth Partners LLC 0.31% Add +3.4% 4,564 $497K
Allen Investment Management, LLC 0.01% No change 4,556 $497K
Mill Creek Capital Advisors, LLC 0.01% Add +0.0% 4,518 $492K
Pacific Sun Financial Corp 0.24% Add +1.8% 4,490 $489K
University of Texas/Texas Am Investment Management Co. 0.07% Reduce -7.7% 4,473 $487K
Tyche Wealth Partners LLC 0.08% Add +0.7% 4,467 $487K
Chilton Capital Management LLC 0.02% Reduce -1.3% 4,456 $486K
Signature Wealth Management Partners, LLC 0.24% No change 4,446 $485K
Mirador Capital Partners LP 0.07% Reduce -34.7% 4,445 $484K
Waterloo Capital, L.P. 0.03% Reduce -0.3% 4,439 $484K
Conservest Capital Advisors, Inc. 0.04% Reduce -29.6% 4,435 $483K
Kathmere Capital Management, LLC 0.03% No change 4,378 $477K
Silverlake Wealth Management LLC 0.10% Reduce -5.1% 4,376 $477K
Turtle Creek Wealth Advisors, LLC 0.04% Reduce -52.3% 4,354 $474K
Navalign, LLC 0.12% Add +225.2% 4,348 $474K
Nadler Financial Group, Inc. 0.05% No change 4,336 $473K
Wellington Management Group LLP 0.00% New 4,324 $471K
Chemistry Wealth Management LLC 0.08% No change 4,302 $469K
Apollon Wealth Management, LLC 0.01% Add +0.1% 4,301 $469K
RDA Financial Network 0.12% Add +10.0% 4,300 $469K
Wedmont Private Capital 0.01% Reduce -11.4% 4,209 $466K
Bulltick Wealth Management, LLC 0.10% New 4,248 $463K
Thayer Partners, LLC / MA 0.22% Add +3.8% 4,183 $456K
Alliancebernstein L.P. 0.00% Reduce -74.3% 3,800 $454K
Rehmann Capital Advisory Group 0.02% Reduce -37.9% 4,159 $453K
BBR Partners, LLC 0.03% No change 4,146 $452K
Bison Wealth, LLC 0.04% Add +25.9% 3,797 $451K
Private Trust Co. NA 0.04% Reduce -7.1% 4,136 $451K
Phillips Wealth Planners LLC 0.34% Add +5.8% 3,765 $449K
Oxford Financial Group, LTD. LLC 0.02% No change 4,106 $447K
Strategic Family Wealth Counselors, L.L.C. 0.12% Add +2.4% 4,094 $446K
IFC Advisors LLC 0.06% Add +0.2% 4,079 $445K
Composition Wealth, LLC 0.01% New 4,074 $444K
MRWM Advisors, LLC 0.24% No change 4,070 $444K
Johnson Financial Group, Inc. 0.02% Reduce -1.3% 4,062 $443K
Sage Capital Advisors,llc 0.10% Add +0.0% 4,059 $442K
Tiaa Trust, National Association 0.03% Reduce -87.6% 4,054 $442K
Huntleigh Advisors, Inc. 0.08% Add +9.7% 4,052 $442K
Financial Consulate, Inc. 0.05% Reduce -0.7% 4,038 $440K
Bragg Financial Advisors, Inc 0.01% Add +4.6% 4,034 $440K
Mosley Wealth Management 0.20% No change 1,834 $440K
Everett Harris & Co. 0.01% Add +20.3% 4,032 $439K
Wealth Architects, LLC 0.04% No change 4,028 $439K
EPG Wealth Management LLC 0.12% Add +0.1% 4,028 $439K
Tiller Private Wealth, Inc. 0.16% Add +0.8% 4,024 $439K
Bedell Frazier Investment Counselling, LLC 0.09% Reduce -11.0% 4,024 $439K
King Luther Capital Management Corp. 0.00% Reduce -7.3% 4,014 $437K
Signature Estate & Investment Advisors LLC 0.01% Reduce -27.2% 4,002 $436K
Choate Investment Advisors 0.01% No change 4,000 $436K
Lake Street Private Wealth, LLC 0.06% Add +1.4% 3,995 $435K
CX Institutional 0.01% Reduce -89.6% 3,990 $435K
Frisch Financial Group, Inc. 0.09% Add +1.5% 3,986 $434K
Russell Investments Group, Ltd. 0.00% Reduce -14.7% 3,984 $434K
International Assets Investment Management, LLC 0.03% Reduce -31.6% 3,958 $434K
Aptus Capital Advisors, LLC 0.00% Reduce -97.9% 3,972 $433K
Argent Trust Co 0.01% Reduce -9.5% 3,972 $433K
Mullooly Asset Management, Inc. 0.16% Add +0.2% 3,966 $432K
Rockland Trust Co. 0.02% Reduce -14.6% 3,956 $431K
Regent Peak Wealth Advisors LLC 0.09% No change 3,946 $430K
Jane Street Group, LLC 0.00% New 3,945 $430K
Brighton Jones LLC 0.01% New 3,936 $429K
Angeles Wealth Management, LLC 0.02% Add +60.3% 3,903 $425K
Wealth Enhancement Trust Services, Inc. 0.05% Reduce -24.0% 3,896 $425K
Eastern Bank 0.01% Reduce -12.0% 3,892 $424K
Noesis Capital Mangement Corp. 0.06% Reduce -0.7% 3,888 $424K
Signature Equity Partners, LLC 0.23% Add +9.7% 3,887 $424K
McGuire Capital Advisors Inc. 0.27% Add +173.7% 3,881 $423K
JM2 Capital Inc. 0.35% Add +4.8% 3,852 $420K
Alpine Woods Capital Investors, LLC 0.10% No change 3,800 $414K
Wealth Quarterback LLC 0.16% Reduce -33.8% 3,776 $411K
Richard W. Paul & Associates, LLC 0.14% Reduce -0.5% 3,750 $409K
SeaCrest Wealth Management, LLC 0.04% Reduce -3.9% 3,743 $408K
Arista Wealth Management, LLC 0.05% No change 3,740 $408K
Trust Point Inc. 0.04% Reduce -1.0% 3,740 $408K
Fagan Associates, Inc. 0.06% Reduce -1.1% 3,726 $406K
Jackson Hole Capital Partners, LLC 0.07% No change 3,723 $406K
Ranch Capital Advisors Inc. 0.15% Reduce -20.1% 3,720 $405K
Berger Financial Group, Inc 0.02% Add +0.1% 3,710 $404K
Autumn Glory Partners, LLC 0.15% Add +10.5% 3,705 $404K
Debussy Capital Management LP 0.06% Add +57.8% 3,699 $403K
Duncker Streett & Co. Inc. 0.08% Add +249.2% 3,688 $402K
Wealthstar Advisors, LLC 0.24% Add +0.1% 3,651 $398K
Hopwood Financial Services, Inc. 0.27% Add +0.8% 3,617 $394K
LVM Capital Management Ltd. 0.04% Reduce -0.6% 3,604 $393K
Dynamic Wealth Strategies, LLC 0.23% New 3,600 $392K
Elevatus Welath Management 0.20% Reduce -4.5% 3,588 $391K
Gateway Wealth Partners, LLC 0.02% New 3,586 $391K
Seven Springs Wealth Group, LLC 0.09% Add +0.0% 3,581 $390K
Joel Isaacson & Co., LLC 0.01% Add +11.6% 3,547 $387K
Bayban 0.33% No change 3,524 $384K
Flywheel Private Wealth LLC 0.22% No change 3,506 $382K
Brooklyn Investment Group 0.01% Reduce -6.2% 3,506 $382K
Sagespring Wealth Partners, LLC 0.01% Reduce -7.1% 3,502 $382K
Fairview Capital Investment Management, LLC 0.02% New 3,500 $381K
Goelzer Investment Management, Inc. 0.02% Add +1.0% 3,487 $380K
HF Advisory Group, LLC 0.13% Reduce -1.9% 3,482 $379K
Rollins Financial Advisors, LLC 0.06% Reduce -14.7% 3,480 $379K
Tempo Wealth, LLC 0.07% Add +0.1% 3,478 $379K
JNBA Financial Advisors 0.03% Reduce -6.9% 3,446 $376K
SkyOak Wealth, LLC 0.07% No change 3,398 $370K
TAGStone Capital, Inc. 0.13% New 3,390 $369K
CenterStar Asset Management, LLC 0.36% New 3,381 $368K
Joseph P. Lucia & Associates, LLC 0.13% No change 3,365 $367K
Bensler, LLC 0.04% Reduce -1.8% 3,365 $367K
GWN Securities Inc. 0.07% Reduce -7.4% 3,357 $366K
Clear Retirement Advice LLC 0.29% No change 3,352 $365K
San Luis Wealth Advisors LLC 0.06% Add +0.1% 3,340 $364K
CrossGen Wealth, LLC 0.32% No change 3,335 $363K
Centaurus Financial, Inc. 0.02% Reduce -89.6% 3,326 $362K
Mattern Wealth Management LLC 0.07% No change 3,316 $361K
Heartwood Wealth Advisors LLC 0.03% Add +6.9% 3,314 $361K
BIP Wealth, LLC 0.01% Add +14.4% 3,312 $361K
Bokf, NA 0.01% No change 3,308 $361K
1900 Wealth Management LLC 0.02% Add +3.1% 3,303 $360K
Beaumont Financial Advisors, LLC 0.02% No change 3,290 $359K
Legacy Financial Strategies, LLC 0.06% Reduce -15.7% 3,286 $358K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +29.2% 3,286 $358K
Halbert Hargrove Global Advisors, LLC 0.02% Add +0.2% 3,270 $356K
Iron Gate Global Advisors LLC 0.04% No change 3,250 $354K
Visionary Wealth Advisors 0.02% No change 3,249 $354K
Olistico Wealth, LLC 0.17% Add +0.0% 3,249 $354K
LVW Advisors, LLC 0.03% New 3,216 $350K
BCS Wealth Management 0.07% Reduce -50.0% 3,181 $347K
Capital Square, LLC 0.16% Reduce -3.3% 2,916 $346K
SmartHarvest Portfolios, LLC 0.14% No change 3,162 $345K
Blue Trust, Inc. 0.00% Add +0.3% 3,162 $345K
Charter Oak Capital Management, LLC 0.03% Reduce -3.0% 3,160 $344K
Miramontes Capital, LLC 0.12% Add +0.0% 3,158 $344K
Peak Retirement Planning, Inc. 0.07% Reduce -38.3% 3,157 $344K
Onyx Bridge Wealth Group LLC 0.04% Reduce -96.9% 3,150 $343K
Evolve Private Wealth, LLC 0.02% New 3,126 $341K
Bay Rivers Group 0.14% No change 3,121 $340K
Smith, Moore & Co. 0.02% Reduce -0.6% 3,119 $340K
Thoroughbred Financial Services, LLC 0.02% Reduce -0.3% 3,118 $339K
F/m Investments LLC 0.02% Add +10.2% 3,110 $339K
Titleist Asset Management, LLC 0.03% Add +0.3% 3,107 $339K
Teamwork Financial Advisors, LLC 0.04% Add +18.1% 3,077 $335K
First United Bank & Trust 0.11% Reduce -3.9% 3,075 $335K
Balboa Wealth Partners 0.06% Add +15.4% 3,073 $335K
Community Bank, N.A. 0.04% Reduce -2.4% 3,050 $332K
Leo Wealth, LLC 0.02% Add +12.8% 3,045 $332K
Gallagher Fiduciary Advisors, LLC 0.01% Add +59.1% 3,011 $328K
Sharkey, Howes & Javer 0.04% Reduce -7.8% 3,004 $327K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -8.7% 2,996 $327K
Doliver Advisors, LP 0.07% No change 2,980 $325K
Fortis Group Advisors, LLC 0.05% Add +2760.4% 2,746 $324K
Resolute Wealth Strategies, LLC 0.14% Add +0.2% 2,972 $324K
Toronto Dominion Bank 0.00% Add +29.1% 2,964 $323K
MPS Loria Financial Planners, LLC 0.09% Add +0.1% 2,958 $322K
Geneos Wealth Management Inc. 0.01% Reduce -89.3% 2,958 $322K
Haverford Trust Co 0.00% No change 2,952 $322K
Signal Advisors Wealth, LLC 0.02% Reduce -1.5% 2,949 $321K
Graves Light Lenhart Wealth, Inc. 0.03% No change 2,949 $321K
Performance Wealth Partners, LLC 0.01% No change 2,942 $321K
Global View Capital Management LLC 0.09% Add +58.2% 2,937 $320K
Aries Wealth Management 0.07% No change 2,930 $319K
One Capital Management, LLC 0.01% Reduce -0.2% 2,916 $318K
Cypress Wealth Services, LLC 0.04% No change 2,906 $317K
Avantax Planning Partners, Inc. 0.01% No change 2,906 $317K
GC Wealth Management RIA, LLC 0.01% Add +47.8% 2,899 $316K
United Advisor Group, LLC 0.04% Reduce -7.3% 2,899 $316K
HBK Sorce Advisory LLC 0.01% Add +3.0% 2,616 $314K
Empower Advisory Group, LLC 0.00% Reduce -2.6% 2,878 $314K
Zacks Investment Management 0.00% Add +0.9% 2,874 $313K
EverSource Wealth Advisors, LLC 0.01% Reduce -16.5% 2,868 $313K
Luts & Greenleigh Group, Inc. 0.25% No change 2,862 $312K
VCI Wealth Management LLC 0.09% Reduce -47.7% 2,862 $312K
Penobscot Wealth Management 0.09% Reduce -2.7% 2,858 $312K
Leeward Financial Partners, LLC 0.09% No change 2,858 $311K
Laurel Oak Wealth Management, LLC 0.05% Add +5.3% 2,838 $309K
BOK Financial Private Wealth, Inc. 0.02% Reduce -0.1% 2,830 $308K
Chicago Partners Investment Group LLC 0.01% Add +0.1% 2,586 $308K
Farmers National Bank 0.07% Reduce -1.9% 2,815 $307K
Icon Wealth Advisors, LLC 0.02% Reduce -0.8% 2,618 $306K
Stevens Capital Management LP 0.05% New 2,800 $305K
Dearborn Partners LLC 0.02% Reduce -33.4% 2,798 $305K
STAR Financial Bank 0.14% Reduce -14.5% 2,792 $304K
River Wealth Advisors LLC 0.03% Reduce -3.5% 2,778 $303K
Northbridge Financial Group, LLC 0.13% Reduce -1.5% 2,655 $302K
Latitude Advisors, LLC 0.14% Reduce -6.0% 2,774 $302K
Caldwell Sutter Capital, Inc. 0.12% No change 2,774 $302K
Swmg, LLC 0.09% Reduce -12.8% 2,771 $302K
Endeavor Private Wealth, Inc. 0.09% Reduce -18.1% 2,770 $302K
Foster Victor Wealth Advisors, LLC 0.02% No change 2,592 $302K
Truvestments Capital LLC 0.05% Add +0.1% 2,739 $298K
OneAscent Family Office, LLC 0.21% Reduce -3.6% 2,734 $298K
Horizon Wealth Management, LLC 0.04% No change 2,730 $298K
Inscription Capital, LLC 0.03% Add +0.1% 2,724 $297K
Glen Eagle Advisors, LLC 0.04% Add +0.4% 2,704 $295K
SouthState Bank Corp 0.01% Add +19.9% 2,701 $294K
DF Dent & Co. Inc. 0.01% No change 2,674 $291K
Pension & Wealth Management Advisors, Inc. 0.09% No change 2,670 $291K
Axiom Investment Management LLC 0.22% — 2,669 $291K
Keystone Financial Group 0.02% Reduce -19.9% 2,657 $290K
Midland Wealth Advisors, LLC 0.01% No change 2,650 $289K
May Hill Capital, LLC 0.07% No change 2,649 $289K
Tsfg, LLC 0.04% Reduce -9.5% 2,642 $288K
LBMC Investment Advisors, LLC 0.02% No change 2,634 $287K
Ironwood Financial, llc 0.05% Reduce -0.2% 2,633 $287K
Broadleaf Partners, LLC 0.07% No change 2,632 $287K
TBH Global Asset Management, LLC 0.06% Reduce -86.7% 2,630 $287K
Journey Strategic Wealth LLC 0.01% Reduce -11.8% 2,620 $286K
Principal Securities, Inc. 0.00% Reduce -16.4% 2,620 $286K
James J. Burns & Company, LLC 0.04% Reduce -11.3% 2,616 $285K
Tucker Asset Management LLC 0.09% Add +150.4% 2,614 $285K
Private Wealth Partners, LLC 0.02% No change 2,606 $284K
Modera Wealth Management, LLC 0.00% Reduce -0.9% 2,606 $284K
Stillwater Wealth Management Group 0.18% No change 2,600 $283K
LFA - Lugano Financial Advisors SA 0.14% No change 2,600 $283K
Compound Planning, Inc. 0.01% Reduce -12.6% 2,598 $283K
Mission Wealth Management, LP 0.01% Reduce -1.1% 2,591 $282K
ExodusPoint Capital Management, LP 0.00% Reduce -67.0% 2,589 $282K
One Day In July LLC 0.02% Add +11.4% 2,565 $280K
Albion Financial Group 0.02% No change 2,562 $279K
Sierra Capital LLC 0.03% No change 2,562 $279K
Diligent Investors, LLC 0.07% No change 2,554 $278K
Elevated Capital Advisors, LLC 0.07% No change 2,548 $278K
Brown Brothers Harriman & Co. 0.00% No change 2,544 $277K
Midwest Financial Group LLC 0.12% Add +0.6% 2,544 $277K
Triton Financial Group Inc 0.48% New 2,416 $276K
MLG Wealth Management DBA Pine Grove Financial Group 0.03% No change 2,528 $276K
American State Bank (Iowa) 0.13% Reduce -13.3% 2,527 $275K
Element Wealth, LLC 0.11% No change 2,504 $273K
Stanich Group LLC 0.21% No change 2,490 $271K
Parisi Gray Wealth Management 0.06% Reduce -3.0% 2,484 $271K
Moss Adams Wealth Advisors LLC 0.02% No change 2,460 $268K
Wetzel Investment Advisors, Inc. 0.11% Reduce -0.2% 2,453 $267K
HORAN Wealth, LLC 0.03% No change 2,240 $267K
WP Advisors, LLC 0.07% Add +0.1% 2,440 $266K
Jaffetilchin Investment Partners, LLC 0.02% Add +8.4% 2,439 $266K
Hurlow Wealth Management Group, Inc. 0.06% No change 2,416 $263K
HUB Investment Partners, LLC 0.01% New 2,408 $262K
Trifecta Capital Advisors, LLC 0.04% No change 2,400 $262K
Redhawk Wealth Advisors, Inc. 0.03% Reduce -22.8% 2,398 $261K
Sterling Investment Management, LLC 0.16% Reduce -0.9% 2,385 $260K
Curi Capital, LLC 0.00% Reduce -9.3% 2,382 $260K
Carret Asset Management, LLC 0.03% Add +27.3% 2,378 $259K
Byrne Asset Management LLC 0.15% Reduce -3.1% 2,374 $259K
Voya Financial Advisors, Inc. 0.03% New 2,442 $258K
Facet Wealth, Inc. 0.00% Add +22.0% 2,348 $256K
1ST Source Bank 0.01% New 2,343 $255K
Norden Group LLC 0.02% Reduce -96.0% 2,337 $255K
Acorn Creek Capital LLC 0.09% Reduce -3.1% 2,336 $255K
American National Bank & Trust 0.02% Reduce -1.8% 2,325 $253K
Ritholtz Wealth Management 0.00% Add +4.0% 2,323 $253K
Texas Yale Capital Corp. 0.01% No change 2,322 $253K
Two West Capital Advisors LLC 0.13% Add +4.2% 2,163 $253K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% Add +8.3% 2,316 $252K
Kaizen Financial Strategies 0.11% Reduce -27.1% 2,145 $252K
SJS Investment Consulting Inc. 0.03% Reduce -2.0% 2,292 $250K
Members Wealth LLC 0.15% Add +26.4% 2,096 $249K
DRW Securities, LLC 0.01% Reduce -74.9% 2,278 $248K
Ballentine Partners, LLC 0.00% No change 2,272 $248K
Fulton Bank, N.A. 0.01% No change 2,270 $247K
MWA Asset Management 0.14% Reduce -1.6% 2,269 $247K
Rare Wolf Capital LLC 0.16% No change 2,264 $247K
Aprio Wealth Management, LLC 0.01% New 2,258 $246K
Straight Path Wealth Management 0.07% Add +0.1% 2,240 $244K
Plante Moran Financial Advisors, LLC 0.02% Reduce -12.8% 2,240 $244K
Northstar Financial Companies, Inc. 0.19% Add +0.0% 2,231 $243K
Naples Global Advisors, LLC 0.02% Reduce -1.6% 2,219 $242K
Three Bridge Wealth Advisors, LLC 0.07% Add +10.9% 2,206 $240K
T. Rowe Price Associates Inc. 0.00% No change 2,200 $240K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -25.0% 2,201 $240K
Americana Partners, LLC 0.01% Add +29.6% 2,185 $238K
Floyd Financial Group LLC 0.16% Reduce -4.0% 1,995 $236K
Confluence Wealth Services, Inc. 0.01% Reduce -4.5% 2,158 $235K
Victory Financial Group, LLC 0.03% New 2,154 $235K
ELCO Management Co., LLC 0.11% Reduce -31.8% 2,150 $234K
Gryphon Financial Partners LLC 0.02% No change 2,150 $234K
Y-Intercept (Hong Kong) Ltd 0.00% New 2,149 $234K
Briggs Wealth Management, Inc 0.25% No change 2,140 $233K
SteelPeak Wealth, LLC 0.01% Reduce -91.2% 2,131 $232K
Cornerstone Wealth Management, LLC 0.01% Reduce -0.3% 2,130 $232K
Acropolis Investment Management, LLC 0.01% Add +0.1% 2,124 $232K
Key Client Fiduciary Advisors, LLC 0.08% Add +0.1% 2,123 $231K
Vident Advisory, LLC 0.00% Reduce -49.9% 2,119 $231K
Annex Advisory Services, LLC 0.00% No change 2,113 $230K
Florida Financial Advisors, LLC 0.06% Reduce -17.0% 2,110 $230K
SYM FINANCIAL Corp 0.02% Reduce -9.8% 2,106 $230K
180 Wealth Advisors, LLC 0.03% No change 2,090 $228K
Private Wealth Asset Management, LLC 0.02% No change 2,090 $228K
Roan Capital Partners 0.21% — 2,087 $227K
Waldron Private Wealth LLC 0.01% No change 2,054 $224K
LaSalle St. Investment Advisors, LLC 0.03% No change 2,044 $223K
Smartleaf Asset Management LLC 0.01% Add +98.7% 2,106 $223K
NFSG Corp 0.04% Add +0.4% 2,035 $222K
Innova Wealth Partners 0.11% Reduce -94.3% 2,034 $222K
Resolute Wealth Advisor, Inc. 0.13% — 2,027 $221K
Ascent Group, LLC 0.01% Reduce -26.2% 2,020 $220K
Westbourne Investments, Inc. 0.10% Reduce -0.5% 2,018 $220K
Vaughan David Investments LLC 0.00% No change 2,005 $219K
Sovereign Financial Group, Inc. 0.04% Reduce -35.1% 2,009 $219K
Severin Investments, LLC 0.19% Reduce -18.2% 2,001 $218K
Employees Retirement System of Texas 0.00% Reduce -97.9% 2,000 $218K
Manchester Capital Management LLC 0.03% No change 2,000 $218K
Obermeyer Wealth Partners 0.01% No change 2,000 $218K
Breakwater Capital Group 0.03% New 1,996 $218K
Braun Stacey Associates Inc. 0.01% Add +1.0% 1,989 $217K
Hall Capital Management Co. Inc. 0.08% Add +1.2% 1,828 $216K
Manhattan West Asset Management, LLC 0.04% Add +1.2% 1,984 $216K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Add +0.1% 1,981 $216K
Promethium Advisors,llc 0.11% No change 1,980 $216K
Richmond Investment Services, LLC 0.03% Reduce -12.0% 1,976 $215K
Parsons Capital Management Inc. 0.01% Reduce -0.3% 1,971 $215K
Avalon Trust Co 0.01% Add +64.7% 1,960 $214K
Alteri Wealth LLC 0.07% Reduce -5.7% 1,959 $213K
Lodestar Private Asset Management LLC 0.02% Add +11.9% 1,958 $213K
Elmwood Wealth Management, Inc. 0.06% Add +9.2% 1,956 $213K
Sykon Capital LLC 0.07% Reduce -96.6% 1,954 $213K
SummitTX Capital, L.P. 0.01% New 1,945 $212K
Marco Investment Management LLC 0.02% Reduce -0.5% 1,942 $212K
Peoples Financial Services Corp. 0.10% Reduce -1.8% 1,942 $212K
Vigilare Wealth Management 0.07% No change 1,939 $211K
Avalon Capital Management 0.06% No change 1,926 $210K
Lodestone Wealth Management LLC 0.08% Add +14.0% 1,913 $208K
Bearing Point Capital, LLC 0.03% No change 1,910 $208K
WealthTrust Asset Management, LLC 0.12% New 1,910 $208K
Tranquility Partners, LLC 0.08% No change 1,900 $207K
Gradient Investments LLC 0.00% Reduce -25.6% 1,894 $206K
USA Financial Formulas 0.04% Reduce -14.7% 1,891 $206K
Omnitrust Wealth Management, Inc 0.27% New 1,888 $206K
Castle Rock Wealth Management, LLC 0.04% Add +0.1% 1,893 $205K
Hazlett, Burt & Watson, Inc. 0.06% No change 1,864 $204K
Independence Bank of Kentucky 0.03% Reduce -5.9% 1,871 $204K
Concentrum Wealth Management 0.06% New 1,870 $204K
Axim Planning & Wealth 0.25% Add +2.7% 1,853 $202K
Stonehaven Wealth & Tax Solutions, LLC 0.18% New 1,848 $201K
Avestar Capital, LLC 0.01% Add +0.1% 1,848 $201K
Bedel Financial Consulting, Inc. 0.02% Reduce -5.3% 1,844 $201K
Lakeshore Financial Planning, Inc. 0.07% No change 1,840 $201K
Crewe Advisors LLC 0.02% No change 1,814 $198K
GAMMA Investing LLC 0.01% Add +1.9% 1,811 $197K
Franklin Resources Inc. 0.00% Reduce -91.6% 1,804 $197K
Archer Investment Corp 0.04% Add +0.1% 1,800 $196K
JFS Wealth Advisors, LLC 0.01% No change 1,778 $194K
Phillips Financial Management, LLC 0.01% No change 1,778 $194K
SBI Securities Co., Ltd. 0.01% Reduce -0.7% 1,766 $192K
Caldwell Trust Co 0.02% Reduce -5.2% 1,708 $186K
Solstein Capital, LLC 0.08% Reduce -0.9% 1,706 $186K
Valley Wealth Managers, Inc. 0.01% Add +5.3% 1,687 $184K
Arax Advisory Partners 0.01% Reduce -58.3% 1,670 $184K
Deutsche Bank AG 0.00% Reduce -17.1% 1,679 $183K
Oakworth Capital, Inc. 0.01% Reduce -12.4% 1,628 $177K
Barrett & Company, Inc. 0.06% Add +56.8% 1,772 $176K
Lanark Financial, Inc. 0.01% Add +6.4% 1,605 $175K
TD Waterhouse Canada Inc. 0.00% Add +9.3% 1,578 $173K
Cordgrass Capital Advisors, LLC 0.04% Add +1.4% 1,487 $162K
Cranbrook Wealth Management, LLC 0.03% Add +7.5% 1,481 $161K
Portfolio Resources Advisor Group, Inc. 0.16% Add +4.5% 1,468 $160K
Root Financial Partners, LLC 0.01% Reduce -19.1% 1,394 $152K
Lowe Brockenbrough & Co. Inc. 0.01% No change 1,380 $150K
Rossby Financial, LCC 0.03% Add +383.7% 1,335 $147K
Key Financial Inc 0.03% Add +0.9% 1,328 $145K
UMB Bank, n.a. 0.00% Reduce -3.4% 1,318 $144K
Portus Wealth Advisors, LLC 0.13% Reduce -29.3% 1,286 $140K
Dagco, Inc. 0.03% No change 1,280 $139K
North Star Investment Management Corp. 0.01% Add +154.0% 1,280 $139K
Quaker Wealth Management, LLC 0.04% Add +0.6% 1,273 $139K
Davis Capital Management 0.09% No change 1,230 $134K
South Plains Financial, Inc. 0.08% No change 1,220 $133K
Valley National Advisers Inc. 0.02% No change 1,160 $126K
Atlantic Private Wealth, LLC 0.08% No change 1,150 $125K
Nemes Rush Group LLC 0.01% Add +0.2% 1,144 $125K
Ameriflex Group, Inc. 0.06% No change 1,122 $122K
TD Private Client Wealth LLC 0.00% Reduce -48.0% 1,122 $122K
True Link Financial Advisors, LLC 0.01% New 1,113 $121K
Resources Management Corp. /CT/ 0.02% No change 1,108 $121K
Piedmont Capital Management, LLC 0.08% No change 1,100 $120K
Nvwm, LLC 0.03% Reduce -7.8% 1,080 $118K
Finley Financial, LLC 0.05% No change 1,040 $113K
Flagship Wealth Advisors, LLC 0.05% Reduce -71.3% 521 $113K
Raffa Wealth Management, LLC 0.02% No change 1,036 $113K
Y.D. More Investments Ltd 0.00% Reduce -10.2% 1,060 $111K
Ancora Advisors LLC 0.00% No change 1,004 $109K
Farmers & Merchants Investments Inc. 0.00% Reduce -6.0% 998 $109K
United Community Bank 0.04% Reduce -7.9% 980 $107K
Anchor Investment Management, LLC 0.01% Add +0.9% 978 $107K
Webster Bank, N. A. 0.01% Reduce -4.1% 967 $105K
Strategic Investment Advisors / MI 0.01% New 949 $103K
Sunbelt Securities, Inc. 0.01% Reduce -53.3% 935 $102K
EFG International AG 0.00% Add +366.0% 932 $102K
Rice Partnership, LLC 0.01% Reduce -21.1% 929 $101K
FWL Investment Management, LLC 0.02% Add +44.2% 926 $101K
Acumen Wealth Advisors, LLC 0.03% New 905 $99K
Morse Asset Management, Inc 0.02% Reduce -22.0% 905 $99K
Banque Cantonale Vaudoise 0.00% Reduce -0.6% 902 $98K
Sound Income Strategies, LLC 0.00% Reduce -15.2% 869 $95K
Vestor Capital, LLC 0.01% Add +74.4% 872 $95K
Steigerwald, Gordon & Koch Inc. 0.01% No change 870 $95K
Pinnacle Wealth Planning Services, Inc. 0.01% No change 864 $94K
Paladin Advisory Group, LLC 0.07% No change 862 $94K
Avion Wealth 0.02% Add +42.3% 855 $93K
Clear Street Group Inc. 0.00% Reduce -72.7% 842 $92K
Union Savings Bank 0.04% No change 782 $85K
Vanguard National Trust Co 0.01% — 774 $84K
Hamilton Point Investment Advisors, LLC 0.01% No change 754 $82K
Sage Mountain Advisors LLC 0.01% No change 742 $81K
Wilkerson Advisory Group LLC 0.03% No change 738 $80K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% No change 732 $80K
Brown, Lisle/Cummings, Inc. 0.02% No change 712 $78K
Westfuller Advisors, LLC 0.03% Reduce -58.8% 708 $77K
Pacific Center for Financial Services 0.02% Add +79.6% 704 $77K
Capital Investment Advisory Services, LLC 0.01% No change 701 $76K
Global Wealth Strategies & Associates 0.02% Reduce -13.1% 692 $75K
Montag A & Associates Inc. 0.00% Add +63.5% 690 $75K
Grove Bank & Trust 0.01% No change 686 $75K
Clayton Financial Group LLC 0.04% Add +12.5% 675 $74K
GoalVest Advisory LLC 0.01% Reduce -33.1% 668 $73K
SHP Wealth Management 0.01% Add +13.4% 660 $72K
Frazier Financial Advisors, LLC 0.04% No change 644 $70K
Roble, Belko & Company, Inc 0.01% No change 646 $70K
Mather Group, Llc. 0.00% New 634 $69K
Capital Advisors, Ltd. LLC 0.01% No change 618 $67K
Wellington Grp LLC 0.02% Reduce -25.2% 612 $67K
Align Financial, LLC 0.04% Reduce -99.7% 610 $66K
Pittenger & Anderson Inc. 0.00% Reduce -3.2% 600 $65K
Hollencrest Capital Management 0.00% No change 600 $65K
Edmond DE Rothschild Holding S.A. 0.00% No change 600 $65K
TIAA Wealth Investment Management LLC 0.00% — 599 $65K
Missouri Trust & Investment Co 0.02% No change 592 $65K
Napier Financial, LLC 0.01% New 586 $64K
West Branch Capital LLC 0.02% Reduce -22.1% 583 $64K
Cornerstone Planning Group LLC 0.01% Reduce -4.3% 513 $61K
Medallion Wealth Advisors, LLC 0.02% Reduce -19.7% 550 $60K
Synergy Investment Management, LLC 0.02% New 542 $59K
Biltmore Family Office, LLC 0.01% Reduce -47.8% 534 $58K
Pacifica Partners Inc. 0.02% No change 532 $58K
Aventus Investment Advisors, Inc. 0.05% No change 528 $58K
Triumph Capital Management 0.01% Add +7.1% 527 $57K
Hilton Head Capital Partners, LLC 0.03% No change 526 $57K
First Command Advisory Services, Inc. 0.00% No change 522 $57K
Signaturefd, LLC 0.00% Add +41.2% 514 $56K
Copia Wealth Management 0.04% Reduce -50.9% 513 $56K
Salem Investment Counselors Inc. 0.00% New 508 $55K
Indiana Trust & Investment Management Co 0.02% No change 500 $54K
Millstone Evans Group, LLC 0.03% No change 488 $53K
Strengthening Families & Communities, LLC 0.01% Reduce -0.4% 476 $52K
Armor Investment Advisors, LLC 0.02% No change 466 $51K
Guardian Wealth Advisors, LLC / NC 0.00% New 461 $50K
Keating Financial Advisory Services, Inc. 0.01% Reduce -76.4% 461 $50K
Twin Peaks Wealth Advisors, LLC 0.01% New 460 $50K
First Community Trust NA 0.04% Add +27.1% 460 $50K
Dunhill Financial, LLC 0.01% Reduce -30.7% 453 $49K
Perkins Coie Trust Co 0.01% No change 452 $49K
Washington Trust Advisors, Inc. 0.00% No change 448 $49K
BankChampaign, National Association 0.05% Add +98.2% 446 $49K
Collier Financial 0.04% Add +0.2% 443 $48K
Townsend Asset Management Corp. /NC/ 0.02% Add +10975.0% 443 $48K
MassMutual Private Wealth & Trust, FSB 0.00% No change 430 $47K
2UniFi Bank 0.02% No change 425 $46K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 424 $46K
Coston, McIsaac & Partners 0.01% Add +0.2% 428 $46K
RMG Wealth Management LLC 0.01% No change 384 $46K
Balentine LLC 0.00% No change 416 $45K
Investors Research Corp 0.01% Add +2.0% 412 $45K
Wagner Wealth Management, LLC 0.01% Add +0.3% 408 $44K
Old Second National Bank of Aurora 0.01% No change 400 $44K
Capital Investment Counsel, Inc 0.01% No change 400 $44K
Provident Wealth Management, LLC 0.01% No change 396 $43K
Beacon Investment Advisory Services, Inc. 0.00% New 384 $42K
Investment Research & Advisory Group, Inc. 0.01% Add +51.3% 286 $42K
Arlington Trust Co LLC 0.00% Reduce -44.3% 378 $41K
Fairscale Capital, LLC 0.03% No change 376 $41K
Register Financial Advisors LLC 0.02% No change 374 $41K
Godfrey Financial Associates, Inc. 0.03% No change 370 $40K
Fairway Wealth LLC 0.01% New 350 $38K
Gold Investment Management Ltd. 0.01% No change 350 $38K
Windsor Advisory Group, LLC 0.03% New 344 $37K
Exchange Traded Concepts, LLC 0.00% Add +612.5% 342 $37K
True Wealth Design, LLC 0.01% New 332 $36K
Rothschild Investment LLC 0.00% No change 330 $36K
Provenance Wealth Advisors, LLC 0.00% No change 330 $36K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 330 $36K
Operose Advisors LLC 0.01% Reduce -14.4% 322 $35K
Hantz Financial Services, Inc. 0.00% No change 320 $35K
Pursuit Wealth Strategies, LLC 0.05% Add +0.3% 316 $34K
N.E.W. Advisory Services LLC 0.00% No change 310 $34K
Horrell Capital Management, Inc. 0.01% No change 294 $32K
Aventura Private Wealth, LLC 0.01% Add +57.1% 286 $31K
KERR FINANCIAL PLANNING Corp 0.02% Reduce -15.9% 265 $31K
Colonial Trust Advisors 0.00% Reduce -17.6% 280 $31K
Roxbury Financial LLC 0.03% Add +0.4% 277 $30K
Bellevue Asset Management, LLC 0.02% No change 276 $30K
Hanson & Doremus Investment Management 0.00% No change 272 $30K
Adirondack Trust Co. 0.01% Reduce -2.1% 274 $30K
Kilter Group LLC 0.01% No change 270 $29K
Bogart Wealth, LLC 0.00% No change 263 $29K
Seal Cove Capital, LLC 0.03% Add +8.2% 263 $29K
Game Plan Financial Advisors, LLC 0.01% Reduce -91.1% 260 $28K
National Bank of Canada 0.00% Reduce -92.7% 262 $28K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 250 $27K
WealthShield Partners, LLC 0.00% Add +16.0% 246 $27K
HHM Wealth Advisors, LLC 0.00% No change 246 $27K
Financial Perspectives, Inc 0.01% No change 240 $26K
Costello Asset Management, INC 0.01% Add +0.4% 228 $25K
Maseco LLP 0.00% Reduce -24.7% 226 $25K
Asset Dedication, LLC 0.00% Add +75.4% 221 $24K
Versant Capital Management, Inc 0.00% No change 218 $24K
Greykasell Wealth Strategies, Inc. 0.01% Add +25.4% 217 $24K
Steph & Co. 0.01% No change 208 $23K
Gill Capital Partners, LLC 0.01% New 204 $22K
Financial Gravity Asset Management, Inc. 0.00% Add +3.0% 204 $22K
DecisionPoint Financial, LLC 0.00% No change 202 $22K
Community Financial Services Group, LLC 0.00% New 200 $22K
MV Capital Management, Inc. 0.00% No change 200 $22K
High Point Wealth Management, LLC 0.02% Reduce -87.1% 200 $22K
Tower View Wealth Management LLC 0.01% Add +0.5% 196 $21K
Ankerstar Wealth, LLC 0.02% No change 182 $20K
Burkett Financial Services, LLC 0.01% No change 181 $20K
Elevate Wealth Advisory, Inc. 0.01% No change 180 $20K
McIlrath & Eck, LLC 0.00% No change 178 $19K
Strive Financial Group ,LLC 0.01% No change 172 $19K
Financial Connections Group, Inc. 0.01% No change 180 $19K
Quest 10 Wealth Builders, Inc. 0.02% No change 168 $18K
Evermay Wealth Management LLC 0.00% Add +740.0% 168 $18K
Private Wealth Management Group, LLC 0.00% No change 166 $18K
Curio Wealth, LLC 0.01% Reduce -58.5% 162 $18K
Smallwood Wealth Investment Management, LLC 0.01% No change 160 $17K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 156 $17K
Legacy Wealth Managment, LLC 0.01% Add +77.3% 156 $17K
Tradewinds Capital Management, LLC 0.00% Reduce -3.9% 148 $16K
Rialto Wealth Management, LLC 0.00% New 146 $16K
Physician Wealth Advisors, Inc. 0.00% No change 144 $16K
Richards, Merrill & Peterson, Inc. 0.01% No change 140 $15K
High Note Wealth, LLC 0.00% New 136 $15K
Signature Resources Capital Management, LLC 0.01% No change 134 $15K
Piscataqua Savings Bank 0.01% No change 130 $14K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -65.2% 126 $14K
Wolff Wiese Magana LLC 0.01% No change 120 $13K
First PREMIER Bank 0.00% No change 122 $13K
CNB Bank 0.01% No change 118 $13K
Delta Asset Management LLC 0.00% No change 118 $13K
Tompkins Financial Corp. 0.00% No change 111 $12K
Winch Advisory Services, LLC 0.00% No change 111 $12K
Consultiva Wealth Management, Corp. 0.03% No change 110 $12K
Vision Financial Markets LLC 0.01% New 110 $12K
Strategic Wealth Partners, Ltd. 0.00% No change 110 $12K
Virginia Estate & Retirement Planning Advisors Inc. 0.02% — 80 $12K
Providence Capital Advisors, LLC 0.00% Reduce -62.1% 106 $12K
Strategic Investment Solutions, Inc. 0.00% No change 102 $11K
Friedenthal Financial 0.01% Reduce -4.7% 101 $11K
Advocate Investing Services LLC 0.01% No change 100 $11K
Park Place Capital Corp 0.00% No change 98 $11K
HM Payson & Co. 0.00% Reduce -81.0% 92 $10K
Vision Retirement, LLC 0.00% New 84 $9K
NorthAvenue LLC 0.01% No change 80 $9K
Cherry Tree Wealth Management, LLC 0.00% Add +233.3% 80 $9K
Pioneer Family Office, LLC 0.01% Add +1.3% 79 $9K
Abound Wealth Management 0.00% No change 78 $9K
Chung Wu Investment Group, LLC 0.01% No change 78 $9K
Comprehensive Financial Planning, Inc. 0.01% No change 76 $8K
Nova Wealth Management, Inc. 0.01% New 74 $8K
Arvest Investments, Inc. 0.00% No change 70 $8K
Cedar Mountain Advisors, LLC 0.00% No change 68 $7K
Beaird Harris Wealth Management, LLC 0.00% No change 66 $7K
Glassman Wealth Services 0.00% No change 62 $7K
Ascentis Wealth Management, LLC 0.00% No change 62 $7K
Concord Investment Counsel Inc. 0.00% No change 58 $6K
Alerus Financial NA 0.00% No change 58 $6K
Pin Oak Investment Advisors Inc. 0.00% No change 56 $6K
Obsidian Cio, LLC 0.01% No change 54 $6K
Eukles Asset Management 0.00% No change 54 $6K
Gladwyn Financial Advisors, Inc. 0.00% Reduce -79.3% 52 $6K
Tidemark, LLC 0.00% No change 50 $5K
Team Financial Group, LLC 0.00% No change 48 $5K
BankPlus Trust Department 0.00% Reduce -45.2% 46 $5K
Stone House Investment Management, LLC 0.00% New 46 $5K
Philadelphia Investment Partners, LLC 0.00% — 44 $5K
Activest Wealth Management 0.00% New 41 $4K
Advanced Asset Management Advisors Inc 0.00% No change 40 $4K
Addison Advisors LLC 0.00% No change 34 $4K
Hickory Point Bank & Trust 0.00% New 30 $3K
Atwood & Palmer Inc. 0.00% No change 28 $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% No change 24 $3K
Weaver Capital Management LLC 0.00% No change 24 $3K
Silicon Valley Capital Partners 0.00% No change 18 $2K
SWAN Capital LLC 0.00% New 18 $2K
PlanVest Financial, Inc 0.00% — 16 $2K
Gilpin Wealth Management, LLC 0.00% No change 14 $2K
Purpose Unlimited Inc. 0.00% Reduce -97.7% 14 $2K
Evolution Wealth Management Inc. 0.00% No change 12 $1K
Go Invest LLC 0.00% Add +11.1% 10 $1K
Rakuten Securities, Inc. 0.00% Reduce -75.0% 10 $1K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% No change 10 $1K
Covestor Ltd 0.00% Reduce -50.0% 8 $1K
Bernard Wealth Management Corp. 0.00% No change 8 $872
Goodman Advisory Group, LLC 0.00% Reduce -87.9% 8 $872
Caitlin John, LLC 0.00% Reduce -98.3% 4 $438
Parallax Volatility Advisers, L.P. 0.00% No change 2 $218
Raleigh Capital Management Inc. 0.00% Reduce -100.0% 1 $83

"% 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.