SS Consumer Disc Select SectXLYETF

13F holders, Q2 2026 (June 30)
1,314holders +22
122new positions
92sold out
7famous investors
$117.26avg. 13F price*

At the end of Q2 2026, 1,314 institutions reported holding SS Consumer Disc Select Sect (XLY) in their 13F filings, up 22 from Q1 2026. 122 opened new positions and 92 sold out. The largest holders were Bank of America Corp. ($4.6B), JPMorgan Chase & Co. ($1.5B) and Morgan Stanley ($953.1M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions122$559.0M
Exits92$482.0M

All 13F filers, Q1 2026 → Q2 2026: 12,838,181 shares bought and 15,326,888 shares sold, net −2,488,707 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,314 holders

Bank of America Corp. 0.30% Add +1.6% 39,616,579 $4.6B
JPMorgan Chase & Co. 0.09% Add +1.7% 13,178,491 $1.5B
Morgan Stanley 0.05% Add +0.3% 8,126,991 $953.1M
Wells Fargo & Company 0.12% Add +2.1% 5,831,522 $683.9M
UBS Group AG 0.08% Reduce -12.0% 4,119,561 $483.1M
Goldman Sachs Group Inc. 0.04% Add +4.2% 3,557,336 $417.2M
Migdal Insurance & Financial Holdings Ltd. 2.42% Add +9.1% 3,231,019 $378.9M
Raymond James Financial Inc. 0.10% Add +4.1% 3,120,982 $366.0M
Focus Partners Wealth 0.36% Add +0.2% 3,022,702 $354.5M
LPL Financial LLC 0.07% Reduce -8.5% 2,800,487 $328.4M
Envestnet Asset Management Inc. 0.08% Reduce -20.9% 2,792,320 $327.5M
Ameriprise Financial Inc. 0.06% Add +0.4% 2,542,249 $298.2M
PGIM Custom Harvest LLC 3.67% Add +3.0% 2,501,017 $293.3M
Main Management ETF Advisors, LLC 7.60% Add +3.0% 2,141,512 $251.2M
Meitav Investment House Ltd. 1.68% Add +7.2% 2,127,980 $249.6M
Menora Mivtachim Holdings LTD. 0.84% Add +64.0% 1,830,206 $214.6M
Janney Montgomery Scott LLC 0.37% New 1,611,333 $189.0M
Nissay Asset Management Corp. /Japan 0.79% New 1,589,552 $186.4M
Clal Insurance Enterprises Holdings Ltd 0.71% Add +20.9% 1,350,600 $158.4M
Royal Bank of Canada 0.03% Reduce -5.0% 1,305,668 $153.1M
Truist Financial Corp. 0.17% Add +3.8% 1,235,864 $144.9M
Harel Insurance Investments & Financial Services Ltd. 0.63% Reduce -11.1% 1,108,494 $130.0M
Two Sigma Investments, LP 0.10% Reduce -37.6% 1,108,300 $130.0M
WestEnd Advisors, LLC 2.68% Add +9.6% 1,025,999 $120.3M
Cibc World Market Inc. 0.20% Reduce -46.6% 1,005,682 $117.9M
Barclays PLC 0.04% Reduce -60.1% 1,000,187 $117.3M
Citigroup Inc. 0.04% Add +163.1% 794,124 $93.1M
BNP Paribas Financial Markets 0.04% Add +1771.7% 685,948 $80.4M
Osaic Holdings, Inc. 0.09% Add +7.1% 654,279 $76.8M
Gerber Kawasaki Wealth & Investment Management 2.02% Add +11.3% 644,178 $75.5M
Susquehanna International Group, LLP 0.06% Add +31.5% 615,514 $72.2M
Northern Trust Corp. 0.01% Add +2.2% 602,984 $70.7M
Agf Management Ltd. 0.26% Reduce -0.4% 571,904 $67.1M
Factory Mutual Insurance Co. 0.63% No change 568,000 $66.6M
Cetera Investment Advisers 0.06% Reduce -8.9% 540,985 $63.4M
KCM Investment Advisors LLC 1.84% Add +6.2% 526,859 $61.8M
US Bancorp \de 0.07% Reduce -1.0% 526,823 $61.8M
Stifel Financial Corp. 0.05% Reduce -20.1% 516,912 $60.6M
Rockefeller Capital Management L.P. 0.09% Reduce -4.5% 504,529 $59.2M
RiverFront Investment Group, LLC 0.76% Add +0.4% 487,601 $57.2M
Brevan Howard Capital Management LP 0.84% Add +109.0% 482,681 $56.6M
Main Management LLC 3.80% Reduce -0.5% 482,051 $56.5M
HighTower Advisors, LLC 0.05% Reduce -2.7% 476,099 $55.8M
Fisher Asset Management 0.01% Reduce -4.1% 419,881 $49.2M
EP Wealth Advisors, LLC 0.18% Add +3.3% 409,731 $48.1M
Advisory Alpha, LLC 1.17% Add +1.6% 406,747 $47.7M
Ashton Thomas Private Wealth, LLC 0.99% Add +450.7% 402,951 $47.3M
Natixis 0.22% Reduce -53.5% 401,677 $47.1M
Mercer Global Advisors Inc. 0.06% Add +5.0% 401,248 $47.1M
Peapack Gladstone Financial Corp. 0.53% Reduce -1.0% 393,431 $46.1M
State Street Corp. 0.00% Add +2908.8% 371,556 $43.6M
HRT Financial LP 0.08% Add +179.7% 369,445 $43.3M
Victory Capital Management Inc. 0.02% Add +12.8% 363,540 $42.6M
Trilogy Capital Inc. 1.54% Reduce -7.3% 336,087 $39.4M
BlackRock, Inc. 0.00% Reduce -67.3% 294,815 $34.6M
Armstrong Advisory Group, Inc. 2.07% Add +1.2% 289,741 $34.0M
Bar Harbor Wealth Management 1.79% Reduce -0.3% 284,042 $33.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.70% Add +228.4% 275,382 $32.3M
Trek Financial, LLC 1.48% Reduce -5.7% 254,539 $29.9M
Point72 Asset Management 0.05% New 249,996 $29.3M
Commonwealth Equity Services, LLC 0.04% Reduce -12.2% 246,330 $28.9M
MML Investors Services, LLC 0.06% Reduce -35.1% 242,768 $28.5M
Krilogy Financial LLC 0.83% Add +2.8% 238,921 $28.0M
Sanctuary Advisors, LLC 0.13% Add +4.3% 237,197 $27.8M
Daido Life Insurance Co. 3.59% New 225,195 $26.4M
Bank of Montreal 0.01% Add +2.2% 219,157 $25.7M
FMR LLC 0.00% Add +4.3% 217,260 $25.5M
IMZ Advisory Inc 7.91% Add +4.9% 213,105 $25.0M
Samlyn Capital, LLC 0.40% Add +15.8% 208,261 $24.4M
Swan Global Investments, LLC 1.09% Add +0.2% 203,454 $23.9M
Cerity Partners LLC 0.03% Reduce -9.7% 199,906 $23.4M
Biltmore Wealth Management, LLC 7.31% Add +2.9% 199,665 $23.4M
Oppenheimer Asset Management Inc. 0.24% Reduce -11.2% 195,176 $22.9M
Fifth Third Bancorp 0.04% Reduce -3.4% 191,798 $22.5M
Bellwether Advisors, LLC 3.33% Add +0.4% 191,679 $22.5M
Tudor Investment Corporation 0.09% Reduce -27.1% 187,223 $22.0M
Millennium Management 0.02% Reduce -82.1% 186,324 $21.9M
Jones Financial Companies LLLP 0.01% Add +12.4% 188,037 $21.5M
Pathstone Holdings, LLC 0.06% Add +4.6% 180,906 $21.2M
PNC Financial Services Group, Inc. 0.01% Reduce -1.2% 180,837 $21.2M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.87% No change 180,728 $21.2M
Van Eck Associates Corp. 0.01% Add +74.4% 180,400 $21.2M
Martin & Co. Inc. 3.25% Reduce -0.1% 177,601 $20.8M
Captrust Financial Advisors 0.03% Add +282.1% 169,768 $19.9M
Spinnaker Trust 0.93% Reduce -16.4% 163,677 $19.2M
Salomon & Ludwin, LLC 1.51% Reduce -1.3% 155,065 $18.4M
Renaissance Technologies 0.03% Reduce -70.7% 155,536 $18.2M
SRB Corp. 0.97% No change 154,540 $18.1M
Corient Private Wealth LP 0.02% Reduce -3.9% 151,061 $17.7M
Kingsview Wealth Management, LLC 0.21% Add +1.9% 148,820 $17.5M
Capula Management Ltd 0.08% New 148,233 $17.4M
HighPoint Advisor Group LLC 0.61% Add +2.2% 147,108 $17.3M
Peak Retirement Planning, Inc. 2.72% Add +4532.2% 146,239 $17.2M
Cambridge Investment Research Advisors, Inc. 0.04% Add +1.0% 145,808 $17.1M
WBH Advisory Inc. 1.14% Reduce -5.6% 144,694 $17.0M
Concurrent Investment Advisors, LLC 0.14% Add +25.2% 144,651 $17.0M
Assetmark, Inc. 0.03% Add +6.4% 144,488 $16.9M
Novare Capital Management LLC 1.15% Reduce -2.0% 138,450 $16.2M
Steward Partners Investment Advisory, LLC 0.08% Reduce -1.1% 138,424 $16.2M
Gotham Asset Management 0.04% Add +233.7% 136,248 $16.0M
TCP Asset Management, LLC 1.81% Add +6.9% 135,997 $15.9M
Lighthouse Financial Services Inc. 3.27% Add +1.2% 131,700 $15.6M
Mariner, LLC 0.02% Reduce -18.8% 132,187 $15.5M
SG Americas Securities, LLC 0.01% Reduce -43.8% 129,716 $15.2M
Cadent Capital Advisors, LLC 3.13% Add +3.8% 128,684 $15.1M
Merit Financial Group, LLC 0.09% Add +42.8% 128,321 $15.0M
Founders Financial Securities LLC 0.76% Add +75.4% 125,976 $14.8M
NewEdge Advisors, LLC 0.04% Reduce -6.6% 125,225 $14.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.72% Add +2.2% 124,207 $14.6M
Creative Planning 0.01% Reduce -0.4% 123,028 $14.4M
Stillwater Capital Advisors, LLC 1.45% Reduce -0.3% 120,912 $14.2M
Quantinno Capital Management LP 0.02% Add +1.4% 119,866 $14.1M
Old National Bancorp 0.27% Reduce -4.1% 116,171 $13.6M
Redstone Wealth Management, LLC 8.86% Add +27.5% 115,749 $13.6M
Equitable Holdings, Inc. 0.08% Reduce -24.7% 115,614 $13.6M
Clarity Financial LLC 1.15% Add +1.8% 114,884 $13.5M
Private Wealth Advisors, LLC 3.76% Add +47.8% 107,216 $12.6M
Simon Quick Advisors, LLC 0.50% Reduce -0.0% 106,202 $12.5M
Encompass More Asset Management 1.80% New 104,366 $12.2M
Petredis Investment Advisors LLC 0.82% Reduce -1.5% 104,323 $12.2M
Bank of New York Mellon Corp 0.00% Reduce -7.3% 102,821 $12.1M
SteelPeak Wealth, LLC 0.31% Add +4546.1% 99,008 $11.6M
WCG Wealth Advisors LLC 0.28% Reduce -1.4% 98,976 $11.6M
O'shaughnessy Asset Management, LLC 0.05% Reduce -21.1% 97,958 $11.5M
Prosperity Consulting Group, LLC 0.43% Reduce -2.6% 96,433 $11.3M
Vickerman Investment Advisors, Inc. 2.19% Reduce -6.3% 96,398 $11.3M
Allspring Global Investments Holdings, LLC 0.02% Add +23.4% 92,983 $11.0M
Brookstone Capital Management 0.11% Add +98.1% 93,038 $10.9M
Federation des caisses Desjardins du Quebec 0.03% Reduce -35.9% 91,107 $10.7M
Horizon Investments, LLC 0.11% Reduce -29.2% 89,459 $10.5M
Capital Investment Advisors, LLC 0.13% Reduce -2.7% 87,045 $10.2M
Cinctive Capital Management LP 0.40% New 85,071 $10.0M
Forbes J M & Co. LLP 0.78% No change 85,054 $10.0M
Tamar Securities, LLC 0.91% Add +0.5% 83,234 $9.8M
Savvy Advisors, Inc. 0.21% Add +32.2% 83,058 $9.7M
Carnegie Investment Counsel 0.19% Add +5.0% 82,597 $9.7M
Intrua Financial, LLC 0.91% Add +163.4% 82,224 $9.6M
AQR Capital Management 0.00% Add +36.3% 81,861 $9.6M
Atria Investments, Inc 0.10% Add +8.3% 81,860 $9.6M
Benjamin Edwards Inc. 0.09% Add +22.0% 81,186 $9.5M
Private Advisor Group, LLC 0.04% Reduce -15.5% 81,079 $9.5M
Winthrop Capital Management, LLC 2.25% Add +1.2% 79,515 $9.3M
IHT Wealth Management, LLC 0.20% Reduce -2.3% 79,207 $9.3M
Premier Path Wealth Partners, LLC 1.07% Reduce -6.3% 79,153 $9.3M
GTS Securities LLC 0.20% Reduce -77.8% 79,057 $9.3M
Jane Street Group, LLC 0.01% Add +1801.4% 75,012 $8.8M
Brave Asset Management Inc. 1.83% Add +4.1% 73,097 $8.6M
Asset Advisors Investment Management, LLC 0.78% Reduce -0.8% 72,265 $8.5M
Kestra Advisory Services, LLC 0.03% Add +22.4% 71,934 $8.4M
Colton Groome Financial Advisors, LLC 2.03% Add +3.1% 71,701 $8.4M
Thrivent Financial for Lutherans 0.01% Reduce -36.7% 71,470 $8.4M
Evolution Wealth Advisors, LLC 0.97% Add +0.6% 70,950 $8.3M
Orange Investment Advisors, Inc. 1.00% Add +0.0% 70,000 $8.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +11.0% 69,741 $8.2M
Virtu Financial LLC 0.26% Reduce -39.1% 69,541 $8.2M
RFG Advisory, LLC 0.13% Add +15.7% 68,827 $8.1M
Vertex Investment Solutions Co., Ltd. 5.42% Add +334.2% 68,600 $8.0M
Venturi Wealth Management, LLC 0.31% Add +28.8% 67,958 $8.0M
Bartlett & Co. Wealth Management LLC 0.10% Reduce -0.5% 67,664 $7.9M
Thor Trading Advisors, LLC 2.49% Add +7.9% 67,568 $7.9M
AlphaCore Capital LLC 0.15% Add +13.7% 67,444 $7.9M
3EDGE Asset Management, LP 0.34% Add +52.9% 65,662 $7.7M
Arax Advisory Partners 0.05% Add +3811.8% 65,327 $7.7M
Lido Advisors, LLC 0.03% Reduce -9.2% 64,444 $7.6M
Balyasny Asset Management L.P. 0.01% Add +4.6% 64,353 $7.5M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 0.99% No change 64,210 $7.5M
DAVENPORT & Co LLC 0.04% Add +8.8% 64,081 $7.5M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.92% No change 63,624 $7.5M
MAI Capital Management 0.03% Add +17.6% 63,250 $7.4M
Park Avenue Securities LLC 0.05% New 62,624 $7.3M
Ameraudi Asset Management, Inc. 3.32% Add +249.6% 62,446 $7.3M
Pinnacle Associates Ltd. 0.08% Reduce -0.6% 61,606 $7.2M
Harbour Trust & Investment Management Co 0.68% Reduce -2.9% 60,155 $7.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +64.2% 59,620 $7.0M
Peterson Wealth Management 3.26% Add +48.8% 59,570 $7.0M
Talon Private Wealth, LLC 0.81% Add +70.0% 59,106 $6.9M
MMBG Investment Advisors Co. 0.55% Add +2.3% 58,966 $6.9M
Foronjy Financial LLC 2.46% Reduce -10.1% 57,175 $6.7M
First Interstate Bank 0.35% Add +0.5% 57,152 $6.7M
Steele Capital Management, Inc. 0.24% Reduce -1.2% 56,671 $6.6M
Larson Financial Group LLC 0.17% Add +421.4% 56,387 $6.6M
J.W. Cole Advisors, Inc. 0.11% Reduce -3.5% 56,159 $6.6M
Robertson Stephens Wealth Management, LLC 0.16% Add +5.0% 56,018 $6.6M
First Merchants Corp. 0.23% Add +0.8% 55,746 $6.5M
&partners 0.03% Add +0.5% 54,965 $6.4M
Toth Financial Advisory Corp. 0.63% Add +1.9% 54,739 $6.4M
AdvisorShares Investments LLC 0.77% New 54,488 $6.4M
Davis R M Inc. 0.10% Reduce -1.1% 54,401 $6.4M
Quantitative Investment Management, LLC 0.69% Reduce -56.8% 54,284 $6.4M
Kingswood Wealth Advisors, LLC 0.26% Add +75.5% 54,085 $6.3M
Elevation Point Wealth Partners, LLC 0.12% Reduce -36.6% 53,677 $6.3M
Granite Harbor Advisors, Inc. 2.52% Add +0.4% 53,652 $6.3M
Chemung Canal Trust Co. 1.16% Add +57.7% 53,300 $6.3M
Advisory Services Network, LLC 0.07% Add +24.6% 53,180 $6.2M
Squarepoint Ops LLC 0.01% Reduce -86.8% 52,874 $6.2M
Waverly Advisors, LLC 0.04% Reduce -4.8% 52,532 $6.2M
Simplex Trading, LLC 0.16% Add +2.3% 52,381 $6.1M
Cooksen Wealth, LLC 3.86% Add +3.2% 52,242 $6.1M
Compass Wealth Management, LLC 2.36% Add +2.5% 50,428 $5.9M
Segment Wealth Management, LLC 0.30% Add +2.1% 49,825 $5.8M
Keebeck Wealth Management 0.55% Reduce -0.2% 48,280 $5.7M
Dakota Wealth Management 0.11% Reduce -0.1% 47,957 $5.6M
Hancock Whitney Corp. 0.09% Reduce -4.6% 47,747 $5.6M
Integrated Wealth Concepts LLC 0.04% Add +9.8% 47,717 $5.6M
German American Bancorp, Inc. 0.42% Reduce -2.5% 47,499 $5.6M
Hartford Financial Management Inc. 1.24% New 47,270 $5.5M
Atlantic Union Bankshares Corp 0.09% Reduce -1.3% 46,641 $5.5M
Stockman Wealth Management, Inc. 0.56% Add +6.3% 45,923 $5.4M
Axxcess Wealth Management, LLC 0.08% New 45,415 $5.3M
Midwest Trust Co 0.06% Reduce -0.8% 45,262 $5.3M
Itau Unibanco Holding S.A. 0.10% Reduce -57.1% 44,968 $5.3M
TCV Trust & Wealth Management, Inc. 0.40% Reduce -1.4% 44,596 $5.2M
Algorithmic Investment Models, LLC 5.99% New 44,104 $5.2M
Commerce Bank 0.02% Add +2.9% 43,601 $5.1M
Keybank National Association 0.02% Add +0.2% 43,454 $5.1M
Symmetry Investments LP 0.56% Add +45.3% 42,800 $5.0M
Simmons Bank 0.29% Reduce -4.6% 42,728 $5.0M
Galvin, Gaustad & Stein, LLC 0.37% Reduce -62.5% 42,702 $5.0M
Cannon Advisors, Inc. 3.04% New 43,116 $5.0M
Fca Corp. 1.23% Add +0.8% 42,403 $5.0M
Bank Hapoalim BM 0.34% Reduce -7.5% 42,246 $5.0M
United Asset Strategies, Inc. 0.35% Reduce -0.7% 42,234 $5.0M
Fiduciary Group, LLC 0.39% Add +3.5% 42,077 $4.9M
CoreCap Advisors, LLC 0.15% Add +114.8% 42,073 $4.9M
Sharper & Granite LLC 1.51% Reduce -1.0% 41,485 $4.9M
Fairvoy Private Wealth, LLC 0.98% Reduce -19.8% 41,187 $4.8M
Innealta Capital, LLC 2.54% No change 40,524 $4.8M
CreativeOne Wealth, LLC 0.10% Add +105.7% 40,168 $4.7M
Independent Financial Group, LLC 0.09% Add +12.1% 40,001 $4.7M
Retirement Planning Group, LLC 0.12% Reduce -5.5% 39,884 $4.7M
Two Sigma Securities, LLC 0.40% Add +337.2% 39,633 $4.6M
Natixis Advisors, LLC 0.01% Reduce -3.7% 39,413 $4.6M
Csenge Advisory Group 0.19% Add +2.4% 39,265 $4.6M
PFG Investments, LLC 0.18% Add +1.8% 39,068 $4.6M
Caption Management, LLC 0.17% New 38,675 $4.5M
Fourth Dimension Wealth, LLC 1.42% Add +1.6% 38,241 $4.5M
Beacon Pointe Advisors, LLC 0.02% Add +2.7% 37,862 $4.4M
Oppenheimer & Co. Inc. 0.05% Reduce -45.8% 37,811 $4.4M
First Trust Advisors LP 0.00% Reduce -1.6% 37,548 $4.4M
HB Wealth Management, LLC 0.02% Reduce -1.7% 37,162 $4.4M
GeoWealth Management, LLC 0.14% Add +8.7% 36,826 $4.3M
Kennicott Capital Management LLC 1.99% Reduce -2.8% 36,687 $4.3M
Sequent Planning LLC 0.92% Add +9.5% 36,659 $4.3M
Headlands Technologies LLC 0.46% New 36,631 $4.3M
Attessa Capital LLC 1.92% Add +4.3% 36,487 $4.3M
ES4, LLC 2.23% Add +33.5% 36,243 $4.3M
Measured Wealth Private Client Group, LLC 1.03% Add +8.0% 36,212 $4.2M
Ameritas Advisory Services, LLC 0.08% Add +148.2% 34,725 $4.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +50.2% 34,586 $4.1M
LightSquare Wealth Management, LLC 2.76% Reduce -6.6% 34,174 $4.0M
Baird Financial Group, Inc. 0.01% Reduce -22.0% 33,848 $4.0M
Ferguson Wellman Capital Management, Inc. 0.05% Reduce -13.7% 33,812 $4.0M
Independence Wealth Advisors, LLC 1.98% Reduce -56.1% 33,650 $3.9M
PCG Asset Management, LLC 2.81% Reduce -1.8% 33,468 $3.9M
Howard Capital Management Group, LLC 0.24% Reduce -0.5% 33,312 $3.9M
Darwin Wealth Management, LLC 1.05% Add +2.1% 32,816 $3.8M
Integrated Advisors Network LLC 0.18% Add +2.3% 32,612 $3.8M
Brandywine Oak Private Wealth LLC 0.29% Reduce -2.9% 32,510 $3.8M
Sykon Capital LLC 1.17% Add +1559.6% 32,429 $3.8M
Stephens Inc. 0.04% Add +0.1% 32,312 $3.8M
Dynamic Advisor Solutions LLC 0.11% Reduce -26.3% 32,297 $3.8M
Vestmark Advisory Solutions, Inc. 0.04% Reduce -38.4% 32,255 $3.8M
Jackson, Grant Investment Advisers, Inc. 1.17% Add +0.1% 32,008 $3.8M
Nelson Capital Management, LLC 0.41% Add +4.7% 31,794 $3.7M
Apollon Financial, LLC 0.43% Add +3.3% 31,262 $3.7M
Markin Asset Management, LP 3.12% Add +33.4% 31,064 $3.6M
Neville Rodie & Shaw Inc. 0.23% Reduce -0.8% 30,830 $3.6M
Pennsylvania Capital Management Inc. 0.92% No change 30,720 $3.6M
One Wealth Map LLC 1.67% Add +7.2% 32,154 $3.6M
Summit Financial, LLC 0.04% Reduce -6.1% 30,485 $3.6M
AMG National Trust Bank 0.07% Reduce -29.6% 29,661 $3.5M
jvl associates llc 0.98% No change 29,574 $3.5M
New York Life Investment Management LLC 0.02% Add +94.2% 29,515 $3.5M
Snowden Capital Advisors LLC 0.08% Reduce -1.5% 29,510 $3.5M
Harbour Investments, Inc. 0.05% Add +81.9% 29,141 $3.4M
Trust Co. of Oklahoma 0.87% Reduce -1.1% 28,972 $3.4M
Sigma Planning Corp 0.09% Reduce -17.8% 28,795 $3.4M
Butensky & Cohen Financial Security, Inc. 0.84% Add +3.6% 28,785 $3.4M
Tritonpoint Wealth, LLC 0.33% Reduce -13.8% 28,654 $3.4M
TritonPoint Partners, LLC 0.28% New 28,654 $3.4M
HSBC Holdings PLC 0.00% Reduce -18.0% 28,639 $3.4M
Arkadios Wealth Advisors 0.05% Reduce -10.4% 28,363 $3.3M
FIL Ltd 0.00% Reduce -1.0% 28,239 $3.3M
Wall Capital Group, Inc. 2.71% Add +5.6% 28,239 $3.3M
Blair William & Co. 0.01% Reduce -28.4% 28,149 $3.3M
Meridian Wealth Management, LLC 0.10% Add +9.3% 27,863 $3.3M
Kestra Private Wealth Services, LLC 0.04% Reduce -3.0% 27,466 $3.2M
Marion Wealth Management 0.66% Add +1.1% 27,391 $3.2M
MontVue Capital Management, Inc. 1.84% Reduce -0.6% 27,294 $3.2M
Atlas Capital Advisors Inc. 0.35% Reduce -4.3% 27,186 $3.2M
Associated Banc-Corp 0.08% Add +0.5% 27,024 $3.2M
Bank of Marin 2.20% Reduce -3.9% 26,872 $3.2M
Union Bancaire Privee, UBP SA 0.03% Reduce -28.6% 26,620 $3.1M
10Elms LLP 1.39% Add +50.9% 26,332 $3.1M
Gladstone Institutional Advisory LLC 0.10% Add +143.3% 26,236 $3.1M
RPg Family Wealth Advisory, LLC 0.51% Add +9.6% 26,144 $3.1M
J. Goldman & Co LP 0.11% Add +182.6% 26,100 $3.1M
Coastal Bridge Advisors, LLC 0.19% Add +9.8% 26,002 $3.0M
CV Advisors LLC 0.58% No change 26,000 $3.0M
Sage Advisory Services, Ltd.Co. 1.50% Add +4.5% 25,997 $3.0M
Risk Paradigm Group, LLC 2.39% Add +11.1% 25,952 $3.0M
Signal Advisors Wealth, LLC 0.16% Add +779.8% 25,945 $3.0M
Banco Santander, S.A. 0.02% Reduce -44.9% 25,907 $3.0M
Boltwood Capital Management 0.69% Add +1.0% 25,820 $3.0M
Caprock Group, LLC 0.06% Reduce -0.2% 25,797 $3.0M
Farther Finance Advisors, LLC 0.02% Add +48.4% 25,618 $3.0M
Mathes Company, Inc. 0.93% Reduce -4.5% 25,400 $3.0M
Diversified Enterprises, LLC 0.14% Reduce -0.3% 25,365 $3.0M
Empowered Funds, LLC 0.02% Reduce -1.6% 25,307 $3.0M
Chesapeake Wealth Management 0.83% Add +1.7% 25,233 $3.0M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Reduce -1.0% 24,839 $2.9M
Mission Hills Financial Advisory, LLC 1.26% Reduce -45.6% 24,471 $2.9M
First Horizon Corp. 0.11% Reduce -21.9% 24,290 $2.8M
Crew Capital Management, Ltd 1.55% Add +1.8% 24,194 $2.8M
Orleans Capital Management Corp. 1.45% No change 24,002 $2.8M
Trust Co 0.25% Reduce -2.8% 23,752 $2.8M
Ring Mountain Capital, LLC 1.17% Reduce -0.8% 23,676 $2.8M
Credit Agricole S A 0.01% Add +75.0% 23,655 $2.8M
B. Riley Wealth Advisors, Inc. 0.15% Reduce -1.4% 23,556 $2.8M
Simplicity Wealth,LLC 0.09% Add +206.6% 23,476 $2.8M
Johnson Investment Counsel Inc. 0.02% Add +9.6% 23,433 $2.7M
Hansen & Associates Financial Group, Inc. 1.57% Add +41.4% 23,238 $2.7M
M&T Bank Corp 0.01% Add +1.4% 23,350 $2.7M
Sowell Financial Services LLC 0.09% Add +9.3% 23,208 $2.7M
AAFMAA Wealth Management & Trust LLC 0.95% Add +5.1% 23,155 $2.7M
Zullo Investment Group, Inc. 0.93% Reduce -5.5% 23,137 $2.7M
Verus Capital Partners, LLC 0.15% Add +8.3% 23,064 $2.7M
Kintra Wealth, LLC 0.14% Reduce -1.6% 22,774 $2.7M
Stratos Wealth Partners, LTD. 0.03% Add +5.9% 22,744 $2.7M
Relyea Zuckerberg Hanson LLC 0.22% Add +0.0% 22,718 $2.7M
Rockland Trust Co. 0.10% Add +468.4% 22,486 $2.6M
Advisor Resource Council 0.88% Reduce -3.8% 22,326 $2.6M
Savant Capital, LLC 0.01% Add +176.5% 22,813 $2.6M
Evercore Wealth Management, LLC 0.04% Add +1.8% 22,315 $2.6M
Horizon Financial Services, LLC 1.00% Add +9.6% 22,279 $2.6M
Forvis Mazars Wealth Advisors, LLC 0.04% Reduce -0.5% 22,267 $2.6M
SBI Okasan Asset Management Co.Ltd. 0.09% Reduce -22.9% 22,250 $2.6M
Advisory Resource Group 0.39% Add +28.8% 22,178 $2.6M
Constitution Capital LLC 1.32% Reduce -0.6% 21,993 $2.6M
Retireful, LLC 2.38% New 21,842 $2.6M
Magnolia Capital Management Ltd. 1.76% Reduce -8.6% 21,742 $2.5M
Certified Advisory Corp 0.21% Reduce -9.4% 21,692 $2.5M
Point Windward Advisors Inc. 1.14% Add +3.4% 21,641 $2.5M
Dorsey & Whitney Trust CO LLC 0.12% Reduce -19.3% 21,481 $2.5M
Valeo Financial Advisors, LLC 0.05% Reduce -3.1% 21,478 $2.5M
Colony Family Offices, LLC 0.55% No change 21,424 $2.5M
Farmers & Merchants Trust Co of Chambersburg PA 0.64% Add +0.9% 21,423 $2.5M
Tidal Investments LLC 0.01% Add +318.2% 21,397 $2.5M
Essex LLC 0.38% Add +7.5% 21,390 $2.5M
ARS Investment Partners, LLC 0.11% Add +1.3% 21,284 $2.5M
D.A. Davidson & Co. 0.01% Reduce -3.3% 21,254 $2.5M
OpenArc Corporate Advisory, LLC 0.03% Reduce -10.2% 21,215 $2.5M
Western Wealth Management, LLC 0.08% Reduce -2.1% 21,067 $2.5M
Pine Valley Investments Ltd Liability Co 0.10% Add +8.5% 20,741 $2.4M
January Capital Advisors LLC 2.03% Add +131.6% 20,725 $2.4M
CTC Alternative Strategies, Ltd. 3.50% Add +17.2% 20,718 $2.4M
Windsor Capital Management, LLC 0.62% Reduce -0.4% 20,464 $2.4M
Pallas Capital Advisors LLC 0.07% Add +1.4% 20,343 $2.4M
Regions Financial Corp. 0.01% Add +3.8% 20,289 $2.4M
StoneX Group Inc. 0.10% Add +13.0% 20,101 $2.4M
Crews Bank & Trust 0.31% No change 20,074 $2.4M
CDM Financial Counseling Services, Inc. 2.03% Reduce -8.4% 20,065 $2.4M
Wellspring Financial Advisors, LLC 0.15% Reduce -0.1% 19,805 $2.3M
Proffitt & Goodson Inc. 0.32% Reduce -4.6% 19,762 $2.3M
Clarus Wealth Advisors 0.89% Add +12.2% 19,980 $2.3M
Okabena Investment Services Inc. 0.41% Add +2.3% 19,597 $2.3M
RiverGlades Family Offices LLC 1.05% Add +1.4% 19,573 $2.3M
Sequoia Financial Advisors, LLC 0.01% Reduce -28.1% 19,437 $2.3M
Pettyjohn, Wood & White, Inc. 0.33% Add +1.1% 19,389 $2.3M
Capital Investment Counsel, LLC 0.28% Add +2.4% 19,241 $2.3M
Focus Financial Network, Inc. 0.07% Reduce -7.5% 19,165 $2.2M
Terra Nova Asset Management LLC 1.37% Add +7.0% 19,103 $2.2M
NBT Bank, N.A. 0.15% Reduce -1.6% 19,082 $2.2M
Everstar Asset Management, LLC 1.08% Add +4.1% 19,062 $2.2M
Vise Technologies, Inc. 0.03% Add +158.3% 19,032 $2.2M
Hilltop Holdings Inc. 0.18% Add +6.8% 19,029 $2.2M
IFP Advisors, Inc 0.04% Add +6.5% 18,885 $2.2M
Financial Freedom, LLC 1.01% Reduce -0.3% 18,857 $2.2M
Choreo, LLC 0.02% Add +0.9% 18,391 $2.2M
Laurel Wealth Advisors LLC 0.21% Reduce -1.1% 18,384 $2.2M
Nwam LLC 0.11% Add +15.1% 18,239 $2.1M
Founders Grove Wealth Partners, LLC 0.42% Reduce -2.5% 18,147 $2.1M
Howe & Rusling Inc. 0.12% Add +12.7% 18,121 $2.1M
Phoenix Financial Ltd. 0.01% No change 18,000 $2.1M
Straightline Group LLC 0.99% Reduce -2.1% 17,971 $2.1M
Spire Wealth Management 0.06% Reduce -13.6% 17,885 $2.1M
Glenmede Trust Co. NA 0.01% Reduce -51.6% 17,693 $2.1M
Calamos Wealth Management LLC 0.06% Add +4.2% 17,672 $2.1M
Cary Street Partners Financial LLC 0.04% Add +1.9% 17,508 $2.1M
Curat Global, LLC 1.67% Add +4.2% 19,526 $2.0M
Silver Oak Securities, Incorporated 0.12% Add +261.1% 17,305 $2.0M
Redwood Financial Network Corp 1.12% Add +0.3% 17,194 $2.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -93.6% 17,187 $2.0M
PeakShares LLC 1.47% Add +10.3% 16,820 $2.0M
Wedbush Securities Inc. 0.05% Reduce -1.8% 16,522 $1.9M
Avidian Wealth Enterprises, LLC 0.05% Reduce -1.0% 16,371 $1.9M
Foundations Investment Advisors, LLC 0.02% Reduce -92.6% 16,362 $1.9M
Wealthspire Advisors, LLC 0.01% Add +28.0% 16,248 $1.9M
IFG Advisory, LLC 0.07% New 15,997 $1.9M
Beacon Capital Management, Inc. 0.11% Add +16.4% 15,982 $1.9M
Transcend Capital Advisors, LLC 0.13% Add +2.0% 15,941 $1.9M
Monetary Management Group Inc. 0.38% Add +2.9% 15,930 $1.9M
Cresset Asset Management, LLC 0.01% Reduce -20.3% 15,889 $1.9M
Centennial Bank 0.60% Add +1.4% 15,825 $1.9M
Roberts Wealth Advisors, LLC 0.42% Add +27.5% 15,804 $1.9M
Summit Trail Advisors, LLC 0.02% Add +0.6% 15,696 $1.8M
Stonebridge Financial Planning Group, LLC 0.58% Reduce -10.6% 15,626 $1.8M
Bfsg, LLC 0.16% Add +5.1% 15,617 $1.8M
M3 Advisory Group, LLC 0.95% Add +3.2% 15,580 $1.8M
Concentric Capital Strategies, LP 0.11% Reduce -45.5% 15,496 $1.8M
Kovack Advisors, Inc. 0.09% Reduce -2.6% 15,363 $1.8M
Scotia Capital Inc. 0.01% Add +90.7% 15,445 $1.8M
Maridea Wealth Management LLC 0.19% Add +3.7% 15,151 $1.8M
Brown Advisory Inc. 0.00% Reduce -58.1% 15,000 $1.8M
Mechanics Bank Trust Department 0.22% Reduce -3.0% 14,959 $1.8M
Prospera Financial Services Inc 0.03% Reduce -36.0% 14,897 $1.7M
Whittier Trust Co. 0.02% Reduce -3.9% 14,790 $1.7M
Live Oak Investment Partners 0.94% Add +27.9% 14,867 $1.7M
Payne Capital LLC 1.45% Reduce -10.2% 14,820 $1.7M
Mutual Advisors, LLC 0.03% Reduce -36.5% 14,799 $1.7M
Pinnacle Financial Partners, Inc. 0.01% Reduce -20.7% 14,728 $1.7M
Providence First Trust Co 0.48% Reduce -9.6% 14,607 $1.7M
Valmark Advisers, Inc. 0.02% Add +0.2% 14,587 $1.7M
Jain Global LLC 0.02% Reduce -67.3% 14,557 $1.7M
Hennion & Walsh Asset Management, Inc. 0.05% Add +64.5% 14,548 $1.7M
1607 Capital Partners, LLC 0.15% Add +107.1% 14,500 $1.7M
Regal Investment Advisors LLC 0.09% Reduce -20.4% 14,337 $1.7M
Sherman Asset Management, Inc. 1.30% Add +0.1% 14,287 $1.7M
CIBC Bancorp USA Inc. 0.00% Reduce -7.8% 14,097 $1.7M
AE Wealth Management LLC 0.01% Add +3.5% 14,080 $1.7M
NewEdge Wealth, LLC 0.02% Reduce -17.6% 14,047 $1.6M
Cullen/Frost Bankers, Inc. 0.02% Add +4.0% 14,003 $1.6M
Harrell Investment Partners, LLC 0.35% Reduce -2.1% 13,891 $1.6M
Moneta Group Investment Advisors LLC 0.01% Add +8.5% 13,875 $1.6M
HBW Advisory Services LLC 0.15% Reduce -3.7% 13,848 $1.6M
Cantor Fitzgerald, L. P. 0.03% New 13,845 $1.6M
Perennial Investment Advisors, LLC 0.11% Add +17.3% 13,832 $1.6M
Camelot Technology Advisors, Inc. 1.10% Add +2.3% 13,803 $1.6M
Abbot Financial Management, Inc. 0.59% Reduce -0.1% 13,780 $1.6M
Clearstead Advisors, LLC 0.02% Add +93.1% 13,731 $1.6M
Wulff, Hansen & Co. 1.23% Reduce -3.1% 13,700 $1.6M
Chevy Chase Trust Holdings, LLC 0.00% Add +129.1% 13,698 $1.6M
Realta Investment Advisors 0.50% Reduce -2.2% 13,631 $1.6M
Narus Financial Partners, LLC 0.41% Reduce -7.0% 13,572 $1.6M
Elm Partners Management LLC 0.06% Add +144.7% 13,559 $1.6M
Neuberger Berman Group LLC 0.00% No change 13,497 $1.6M
Capitol Family Office, Inc. 1.67% Add +13.9% 13,449 $1.6M
NorthRock Partners, LLC 0.02% Reduce -55.6% 13,374 $1.6M
Cornerstone Capital, Inc. 0.14% New 13,339 $1.6M
Bullock Wealth Management Group 0.68% Reduce -15.7% 13,167 $1.6M
Kingstone Capital Partners Texas, LLC 0.83% Reduce -6.0% 13,230 $1.6M
Fulcrum Equity Management 1.26% Add +16.2% 13,229 $1.6M
One Charles Private Wealth Services, LLC 0.36% Reduce -12.1% 13,220 $1.6M
Wesbanco Bank Inc. 0.04% No change 13,117 $1.5M
Madden Advisory Services, Inc. 0.55% Reduce -1.5% 13,090 $1.5M
Montecito Bank & Trust 0.23% Reduce -0.8% 13,027 $1.5M
Jacobi Capital Management LLC 0.07% Reduce -0.3% 13,024 $1.5M
Ledyard National Bank 0.12% Add +2.4% 13,019 $1.5M
Bessemer Group Inc. 0.00% Reduce -10.7% 12,980 $1.5M
Nations Financial Group Inc, /Ia/ 0.07% Reduce -1.2% 12,934 $1.5M
First National Bank of Omaha 0.04% Reduce -4.6% 12,943 $1.5M
Bluedoor Private Wealth, LLC 0.64% No change 12,910 $1.5M
Sanchez Gaunt Capital Management, LLC 0.84% Reduce -1.9% 12,903 $1.5M
First Business Financial Services, Inc. 0.12% No change 12,902 $1.5M
Magnus Financial Group LLC 0.11% Reduce -3.3% 12,728 $1.5M
Delta Financial Advisors LLC 0.35% Reduce -6.0% 12,656 $1.5M
LMR Partners LLP 0.01% New 12,650 $1.5M
Purus Wealth Management, LLC 0.41% Add +0.9% 12,622 $1.5M
Atticus Wealth Management, LLC 0.35% Reduce -6.6% 12,612 $1.5M
Plimoth Trust Co. LLC 0.30% Reduce -1.1% 12,603 $1.5M
MKT Advisors LLC 0.46% Reduce -7.4% 12,501 $1.5M
CWA Asset Management Group, LLC 0.04% Reduce -1.4% 12,382 $1.5M
Avior Wealth Management, LLC 0.04% Reduce -0.2% 12,348 $1.4M
Afg Fiduciary Services Limited Partnership 1.14% Add +3.1% 12,330 $1.4M
Summit Wealth Partners, LLC 0.20% Add +3.0% 12,242 $1.4M
Wilmington Savings Fund Society, FSB 0.03% Reduce -5.8% 12,080 $1.4M
Kanawha Capital Management LLC 0.09% Reduce -0.2% 11,877 $1.4M
Sequent Asset Management, LLC 0.59% New 11,860 $1.4M
Crestwood Advisors Group, LLC 0.02% Reduce -4.8% 11,761 $1.4M
Shepherd Financial Partners LLC 0.11% Reduce -0.9% 11,757 $1.4M
Baker Avenue Asset Management, LP 0.03% Reduce -0.0% 11,724 $1.4M
City Center Advisors, LLC 1.11% New 11,699 $1.4M
Bangor Savings Bank 0.10% Reduce -3.7% 11,693 $1.4M
Ieq Capital, LLC 0.01% Add +1.1% 11,665 $1.4M
First Manhattan Co. Llc. 0.00% Reduce -0.0% 11,636 $1.4M
World Investment Advisors 0.02% Reduce -38.7% 12,226 $1.4M
First Wilshire Securities Management Inc. 0.28% No change 11,596 $1.4M
Cornerstone National Bank & Trust Co 0.46% Add +9.5% 11,493 $1.4M
Whittier Trust Co. of Nevada Inc. 0.03% No change 11,558 $1.4M
Corsicana & Co. 0.66% Add +101.4% 11,530 $1.4M
Quadcap Wealth Management, LLC 0.13% Add +20.2% 11,445 $1.3M
Bluespring Wealth Management, LLC 0.03% New 11,420 $1.3M
Citizens Financial Group Inc. 0.02% Add +0.8% 11,347 $1.3M
Tocqueville Asset Management L.P. 0.02% Reduce -1.7% 11,300 $1.3M
Prime Capital Investment Advisors, LLC 0.01% Reduce -7.0% 11,225 $1.3M
Pines Wealth Management, LLC 0.38% Add +3.5% 11,220 $1.3M
Diversify Advisory Services, LLC 0.02% New 11,783 $1.3M
Diversify Wealth Management, LLC 0.02% Add +98.9% 11,783 $1.3M
United Capital Financial Advisors, LLC 0.01% Reduce -3.7% 11,132 $1.3M
Waterloo Capital, L.P. 0.07% Add +149.6% 11,078 $1.3M
Allworth Financial LP 0.01% Reduce -0.5% 11,065 $1.3M
FDx Advisors, Inc. 0.39% Add +5.3% 11,041 $1.3M
Great Valley Advisor Group, Inc. 0.02% Add +5.2% 11,019 $1.3M
Arete Wealth Advisors, LLC 0.09% Add +2.1% 10,971 $1.3M
Luminist Capital LLC 1.45% Add +25.8% 10,962 $1.3M
C2C Wealth Management, LLC 1.00% Reduce -1.8% 10,896 $1.3M
James Investment Research, Inc. 0.13% Add +0.2% 10,606 $1.2M
Agate Pass Investment Management, LLC 0.46% Reduce -0.6% 10,547 $1.2M
Sapient Capital LLC 0.02% No change 10,542 $1.2M
St. Johns Investment Management Company, LLC 0.47% Add +6.8% 10,497 $1.2M
Institute for Wealth Management, LLC. 0.11% Add +0.8% 10,410 $1.2M
Financial & Tax Architects, LLC 0.26% Add +2.3% 10,406 $1.2M
Elk River Wealth Management LLC 0.19% New 10,405 $1.2M
Acorn Financial Advisory Services Inc. 0.16% Add +12.6% 10,401 $1.2M
Henson-Edgewater Management, LLC 0.63% No change 10,310 $1.2M
Hills Bank & Trust Co 0.05% Add +32.5% 10,291 $1.2M
Bailard, Inc. 0.02% Reduce -1.1% 10,172 $1.2M
Cary Street Partners Investment Advisory LLC 0.24% Add +0.8% 10,120 $1.2M
Runnymede Capital Advisors, Inc. 0.71% Reduce -22.4% 10,102 $1.2M
V2 Financial group LLC 0.44% Add +9.8% 10,100 $1.2M
Rwa Wealth Partners, LLC 0.01% Reduce -0.2% 9,938 $1.2M
Belpointe Asset Management LLC 0.04% Add +39.7% 9,929 $1.2M
Cullen Capital Management, LLC 0.01% Add +31.7% 9,833 $1.2M
Money Concepts Capital Corp. 0.05% Add +1.6% 9,823 $1.2M
Global Retirement Partners, LLC 0.02% — 9,790 $1.1M
Golden State Wealth Management, LLC 0.10% Reduce -0.4% 9,741 $1.1M
Country Trust Bank 0.02% Reduce -3.6% 9,656 $1.1M
Oak Family Advisors, LLC 0.33% Reduce -2.7% 9,652 $1.1M
Vision Financial Markets LLC 0.98% Add +8636.4% 9,610 $1.1M
RCW Management, LLC 1.00% No change 9,498 $1.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -64.4% 9,471 $1.1M
Ausdal Financial Partners, Inc. 0.04% Reduce -2.2% 9,427 $1.1M
UNIVEST FINANCIAL Corp 0.05% Reduce -18.3% 9,377 $1.1M
Smith Salley Wealth Management 0.05% No change 9,366 $1.1M
Beacon Financial Advisory LLC 0.22% Add +0.1% 9,343 $1.1M
Argent Trust Co 0.03% Add +133.9% 9,289 $1.1M
Wealthfront Advisers LLC 0.00% Reduce -4.7% 9,269 $1.1M
Provident Co of the Employees of the Hebrew University LTD 0.83% No change 9,260 $1.1M
Occidental Asset Management, LLC 0.11% Add +24.8% 9,229 $1.1M
Rothschild Wealth LLC 0.09% Reduce -0.0% 9,153 $1.1M
Mission Creek Capital Partners, Inc. 0.19% Reduce -0.4% 9,132 $1.1M
DSG Capital Advisors, LLC 0.15% Reduce -15.6% 9,216 $1.1M
Vilga Financial Planning LLC 0.80% Add +3.3% 9,038 $1.1M
Mendel Capital Management LLC 0.48% Reduce -1.1% 9,033 $1.1M
Stonebridge Financial Group, LLC 0.15% — 9,002 $1.1M
Ingalls & Snyder LLC 0.03% Add +9.9% 8,996 $1.1M
Frank, Rimerman Advisors LLC 0.06% Reduce -46.6% 8,964 $1.1M
City Holding Co. 0.12% Reduce -0.6% 8,961 $1.1M
Pure Financial Advisors, LLC 0.01% Add +0.4% 8,919 $1.0M
Milestone Asset Management, LLC 0.16% Add +60.0% 8,917 $1.0M
Integrity Alliance, Llc. 0.03% Add +2.3% 8,877 $1.0M
Byrne Financial Freedom, LLC 0.40% Reduce -0.6% 8,842 $1.0M
E&G Advisors, LLC 0.20% No change 8,745 $1.0M
Procyon Advisors, LLC 0.04% Reduce -82.2% 8,716 $1.0M
Toews Corp. 0.15% New 8,700 $1.0M
Calton & Associates, Inc. 0.15% Reduce -6.5% 8,690 $1.0M
Journey Advisory Group, LLC 0.08% Add +1.2% 8,624 $1.0M
Ally Invest Advisors Inc. 0.06% Add +1.6% 8,607 $1.0M
Harbor Investment Advisory, LLC 0.07% Add +0.0% 8,581 $1.0M
Regal Partners Ltd 0.06% New 8,553 $1.0M
Summit Securities Group LLC 0.19% New 8,551 $1.0M
Thomasville National Bank 0.06% — 8,548 $1.0M
Advyzon Investment Management, LLC 0.07% Reduce -6.5% 8,519 $999K
Nixon Peabody Trust Co. 0.07% Add +19.2% 8,469 $993K
Level Four Advisory Services, LLC 0.03% Reduce -1.1% 8,444 $990K
Transamerica Financial Advisors, LLC 0.08% Reduce -24.4% 8,406 $986K
Soltis Investment Advisors LLC 0.06% Reduce -88.8% 8,397 $985K
Perigon Wealth Management, LLC 0.02% Reduce -14.3% 8,202 $962K
Bradley Foster & Sargent Inc. 0.01% Reduce -2.7% 8,187 $960K
Rockingstone Advisors LLC 0.39% Add +10.1% 8,178 $959K
R2 Capital Strategies, LLC 0.43% — 8,165 $958K
Strategic Blueprint, LLC 0.05% Add +11.5% 8,163 $957K
Williams Jones Wealth Management, LLC. 0.01% No change 8,060 $945K
Spartan Wealth Advisory Services LLC 0.08% Add +72.1% 7,969 $935K
New Wave Wealth Advisors LLC 0.25% Add +16.0% 7,946 $932K
Clare Market Investments LLC 0.17% Add +28.8% 7,887 $925K
Gsa Capital Partners LLP 0.06% Add +19.2% 7,795 $914K
McAdam, LLC 0.04% Reduce -2.0% 7,772 $912K
Vista Investment Management 0.27% No change 7,726 $906K
Archford Capital Strategies, LLC 0.09% Reduce -0.2% 7,710 $904K
Financial Engines Advisors L.L.C. 0.00% Reduce -0.6% 7,674 $900K
Kagan Cocozza Asset Management 0.56% Reduce -1.3% 7,663 $899K
Capstone Investment Advisors, LLC 0.01% Reduce -46.0% 7,653 $898K
Ayalon Insurance Comp Ltd. 0.11% No change 7,635 $895K
Donaldson Capital Management, LLC 0.03% New 7,610 $892K
First Citizens Financial Corp 0.37% Reduce -0.6% 7,546 $885K
Bramshill Investments, LLC 0.07% Reduce -34.8% 7,500 $880K
Ashton Thomas Securities, LLC 0.13% Add +48.8% 7,517 $875K
DV Trading LLC 0.07% Reduce -77.6% 7,458 $875K
Venture Visionary Partners LLC 0.02% Add +47.0% 7,411 $869K
Flagship Harbor Advisors, LLC 0.03% Reduce -15.8% 7,326 $859K
Advisory Solutions Group, LLC 0.29% — 7,288 $855K
Cornerstone Select Advisors, LLC 0.36% Reduce -0.7% 7,239 $849K
Clear Street Group Inc. 0.00% Add +759.1% 7,234 $848K
Jacobs Equity LLC 0.59% Add +14.8% 7,227 $848K
Marble Wealth, LLC 0.13% New 7,109 $834K
First National Bank of Hutchinson 0.46% Add +3.2% 7,102 $833K
Fourpath Capital Management, LLC 0.11% Add +10.8% 7,089 $831K
Oxler Private Wealth LLC 0.24% Add +0.2% 7,086 $831K
QRG Capital Management, Inc. 0.01% Add +26.0% 7,062 $828K
Greenleaf Trust 0.01% No change 7,044 $826K
Regatta Research & Money Management 0.78% — 6,998 $820K
Murphy & Mullick Capital Management Corp 0.51% Add +3.0% 6,990 $820K
Parallel Advisors, LLC 0.01% Reduce -15.7% 6,976 $818K
McHugh Group, LLC 0.42% No change 6,950 $815K
Channel Wealth LLC 0.18% New 6,925 $812K
Integral Investment Advisors, Inc. 0.18% Reduce -0.5% 6,923 $812K
GenTrust, LLC 0.03% New 6,868 $805K
Empower Advisory Group, LLC 0.00% Add +137.0% 6,822 $800K
Founders Financial Alliance, LLC 0.11% No change 6,784 $796K
Nikulski Financial, Inc. 0.17% Add +1.7% 6,779 $795K
Ameritas Investment Partners, Inc. 0.02% Add +17.1% 6,771 $794K
Kiley Juergens Wealth Management, LLC 0.12% No change 6,752 $792K
Legacy Private Trust Co. 0.04% No change 6,737 $790K
Modern Wealth Management, LLC 0.01% Add +39.2% 6,737 $790K
Alpha Wealth Funds, LLC 0.49% Reduce -5.0% 6,713 $787K
KDK Private Wealth Management, LLC 0.65% Reduce -1.2% 6,713 $787K
Cassaday & Co Wealth Management LLC 0.01% No change 6,662 $781K
Stratos Wealth Advisors, LLC 0.04% Reduce -0.4% 6,624 $777K
SCS Capital Management LLC 0.01% Reduce -0.2% 6,566 $770K
Westside Investment Management, Inc. 0.10% No change 6,528 $766K
OneDigital Investment Advisors LLC 0.01% Add +5.3% 6,393 $750K
Partners Wealth Management, LLC 0.73% Add +2.2% 6,372 $747K
Volterra Technologies LP 0.48% Reduce -76.3% 6,360 $746K
Main Street Financial Solutions, LLC 0.05% Add +0.0% 6,305 $739K
Fenimore Asset Management Inc 0.02% No change 6,276 $736K
Fjell Capital, LLC 0.49% Add +2.4% 6,165 $723K
GC Wealth Management RIA, LLC 0.04% Add +111.7% 6,137 $720K
CENTRAL TRUST Co 0.01% Reduce -0.1% 6,081 $713K
Mgo One Seven LLC 0.01% Add +4.1% 6,078 $713K
Global View Capital Management LLC 0.15% Add +105.6% 6,039 $708K
China Universal Asset Management Co., Ltd. 0.04% No change 6,030 $707K
Flputnam Investment Management Co. 0.01% Add +6.8% 6,026 $707K
Insight Advisors, LLC/ PA 0.12% Reduce -3.8% 6,018 $706K
Freestone Capital Holdings, LLC 0.02% New 6,010 $705K
Ducere Wealth Management LLC 0.21% Reduce -13.5% 5,986 $702K
Capital Analysts, LLC 0.02% Reduce -21.3% 5,986 $702K
Koshinski Asset Management, Inc. 0.04% Reduce -2.2% 5,975 $701K
Contravisory Investment Management, Inc. 0.12% Add +10.0% 5,913 $693K
Keel Point, LLC 0.04% Add +0.1% 5,878 $689K
Personal Cfo Solutions, LLC 0.10% New 5,847 $686K
M.E. Allison & Co., Inc. 0.39% Add +2.2% 5,793 $679K
First National Trust Co 0.02% Reduce -2.0% 5,742 $673K
Bryn Mawr Trust Advisors, LLC 0.03% Reduce -4.1% 5,733 $672K
CHICAGO TRUST Co NA 0.10% Add +19.3% 5,714 $670K
Oakmont Advisory Group, LLC 0.56% New 5,680 $666K
Lynch & Associates 0.12% No change 5,668 $665K
National Philanthropic Trust 0.01% New 5,649 $663K
Birchcreek Wealth Management, LLC 0.26% Reduce -30.1% 5,615 $659K
Capstone Wealth Management Group, Inc. 0.40% — 5,606 $657K
Burford Brothers, Inc. 0.24% Add +0.3% 5,604 $657K
Arrow Financial Corp 0.06% No change 5,599 $657K
Pinnacle Family Advisors, LLC 0.28% New 5,590 $656K
First Citizens Bank & Trust Co. 0.01% Reduce -5.8% 5,589 $655K
Baldwin Wealth Partners LLC 0.04% No change 5,540 $650K
Sage Capital Management, LLC 0.25% Add +0.1% 5,527 $648K
Yukon Wealth Management, Inc. 0.18% New 5,418 $635K
Councilmark Asset Management, LLC 0.34% No change 5,400 $633K
Legacy Capital Group California, Inc. 0.19% Add +12.0% 5,328 $625K
Duncker Streett & Co. Inc. 0.11% Add +43.9% 5,307 $622K
Meridian Wealth Advisors, LLC 0.07% Add +4.7% 5,296 $621K
Fiduciary Alliance LLC 0.04% Reduce -3.3% 5,282 $620K
Burns J W & Co. Inc. 0.06% Reduce -1.9% 5,215 $612K
Tempus Wealth Planning, LLC 0.12% Add +0.3% 5,203 $610K
Empirical Asset Management, LLC 0.14% Reduce -8.9% 5,193 $609K
Marshall Wace, LLP 0.00% Reduce -94.0% 5,139 $603K
Mma Asset Management LLC 0.19% Reduce -10.3% 5,132 $602K
Hyundai Investments Co., Ltd. 0.64% Reduce -37.3% 5,078 $595K
Childress Capital Advisors, LLC 0.10% Reduce -26.9% 5,066 $594K
Insigneo Advisory Services, LLC 0.02% Add +2.3% 5,053 $593K
Optas, LLC 0.08% No change 5,044 $592K
Palumbo Wealth Management LLC 0.12% Reduce -4.6% 5,044 $592K
Worthington Financial Partners, LLC 0.49% Add +2.5% 5,041 $591K
VestGen Advisors, LLC 0.02% Add +13.3% 5,029 $590K
Stock Yards Bank & Trust Co. 0.02% Reduce -0.2% 4,989 $585K
KPP Advisory Services LLC 0.07% Reduce -5.1% 4,979 $584K
Exchange Traded Concepts, LLC 0.00% Add +1350.0% 4,959 $582K
Russell Investments Group, Ltd. 0.00% Add +23.8% 4,932 $578K
Whalerock Point Partners, LLC 0.10% No change 4,888 $573K
Stratos Investment Management, LLC 0.02% Reduce -5.0% 4,876 $572K
Prostatis Group LLC 0.13% No change 4,864 $570K
Destiny Wealth Partners, LLC 0.08% Reduce -5.8% 4,904 $569K
Fearless Solutions, LLC dba Best Invest 0.30% Add +2.4% 4,844 $568K
Creative Financial Designs Inc. 0.03% Reduce -3.4% 4,840 $568K
Campion Asset Management 0.35% Add +5.9% 4,837 $567K
Edgestream Partners, L.P. 0.02% Reduce -8.3% 4,827 $566K
Atala Financial Inc 0.34% No change 4,135 $565K
Fiduciary Trust Co 0.01% No change 4,810 $564K
Circle Wealth Management, LLC 0.01% Reduce -28.6% 4,801 $563K
Essex Bank 0.12% Add +0.4% 4,798 $563K
Whitener Capital Management, Inc. 0.12% Reduce -4.8% 4,797 $563K
CCG Wealth Management, LLC 0.13% Reduce -1.9% 4,753 $557K
Jefferies Financial Group Inc. 0.01% Reduce -15.9% 4,736 $555K
Ark Wealth Advisors LLC 0.49% Reduce -24.2% 4,662 $547K
L & S Advisors Inc 0.06% New 4,661 $547K
Astra Wealth Partners LLC 0.30% Add +1.9% 4,653 $546K
Allie Family Office LLC 0.20% Add +100.0% 4,640 $544K
BIP Wealth, LLC 0.02% Add +39.4% 4,618 $542K
Wealthcare Advisory Partners LLC 0.01% Reduce -6.5% 4,616 $541K
Centiva Capital, LP 0.02% New 4,603 $540K
Delta Capital Management LLC 0.25% No change 4,600 $539K
NWF Advisory Services Inc. 0.05% Add +0.1% 4,593 $539K
Macro Advisors, Inc. 0.17% Reduce -67.1% 4,588 $538K
Mission Wealth Management, LP 0.01% Add +76.2% 4,564 $535K
Allen Investment Management, LLC 0.01% No change 4,556 $534K
tru Independence LLC 0.23% Reduce -6.6% 4,554 $534K
Anchor Bay Capital, Inc. 0.29% — 4,445 $532K
Thayer Partners, LLC / MA 0.22% Add +7.3% 4,489 $526K
Moors & Cabot, Inc. 0.02% Reduce -9.4% 4,484 $526K
Chilton Capital Management LLC 0.02% No change 4,456 $523K
Signature Wealth Management Partners, LLC 0.24% No change 4,446 $521K
Tyche Wealth Partners LLC 0.07% Reduce -1.1% 4,417 $518K
Kessler Investment Group, LLC 0.22% New 4,392 $515K
Sovran Advisors, LLC 0.04% Add +0.6% 4,565 $513K
Turtle Creek Wealth Advisors, LLC 0.03% No change 4,354 $511K
Thompson Davis & Co., Inc. 0.30% Reduce -24.7% 4,327 $507K
Chemistry Wealth Management LLC 0.08% No change 4,302 $505K
Nuveen, LLC 0.00% New 4,301 $504K
Financial Consulate, Inc. 0.06% Add +5.5% 4,259 $499K
Kwmg, LLC 0.04% Reduce -7.5% 4,248 $498K
PEAK6 LLC 0.01% New 4,225 $496K
Wedmont Private Capital 0.01% Add +0.2% 4,218 $495K
Kathmere Capital Management, LLC 0.03% Reduce -4.1% 4,198 $492K
Private Trust Co. NA 0.04% Add +1.4% 4,193 $492K
Rehmann Capital Advisory Group 0.02% Add +0.1% 4,162 $488K
Coldstream Capital Management Inc. 0.01% New 4,152 $487K
BBR Partners, LLC 0.02% No change 4,146 $486K
Nadler Financial Group, Inc. 0.04% Reduce -4.7% 4,131 $484K
Johnson Financial Group, Inc. 0.02% Add +1.6% 4,126 $484K
Strategic Family Wealth Counselors, L.L.C. 0.11% No change 4,094 $480K
IFC Advisors LLC 0.06% Add +0.2% 4,087 $479K
Conservest Capital Advisors, Inc. 0.04% Reduce -8.1% 4,076 $478K
Fairview Capital Investment Management, LLC 0.03% Add +16.4% 4,075 $478K
Lake Street Private Wealth, LLC 0.05% Add +1.9% 4,069 $477K
Gallagher Fiduciary Advisors, LLC 0.02% Add +34.8% 4,060 $476K
Tiaa Trust, National Association 0.03% No change 4,054 $475K
Everett Harris & Co. 0.01% No change 4,032 $473K
Orion Porfolio Solutions, LLC 0.00% Reduce -57.2% 4,011 $470K
HUB Investment Partners, LLC 0.01% Add +66.5% 4,008 $470K
King Luther Capital Management Corp. 0.00% Reduce -0.3% 4,001 $469K
Choate Investment Advisors 0.01% No change 4,000 $469K
Geneos Wealth Management Inc. 0.01% Add +34.6% 3,983 $467K
Tiller Private Wealth, Inc. 0.15% Reduce -1.2% 3,976 $466K
Phillips Wealth Planners LLC 0.34% Add +5.4% 3,970 $466K
Mullooly Asset Management, Inc. 0.14% Add +0.2% 3,975 $466K
Lotus Asset Management LLC 0.41% — 3,965 $465K
MRWM Advisors, LLC 0.19% Reduce -2.6% 3,964 $465K
International Assets Investment Management, LLC 0.03% Reduce -0.9% 3,923 $463K
Regent Peak Wealth Advisors LLC 0.09% No change 3,946 $463K
Sage Capital Advisors,llc 0.10% Reduce -3.0% 3,937 $462K
EPG Wealth Management LLC 0.11% Reduce -2.5% 3,928 $461K
Signature Equity Partners, LLC 0.21% Add +1.0% 3,925 $460K
Angeles Wealth Management, LLC 0.02% No change 3,903 $458K
Wealth Enhancement Trust Services, Inc. 0.05% No change 3,896 $457K
Ranch Capital Advisors Inc. 0.14% Add +4.6% 3,892 $456K
Glen Eagle Advisors, LLC 0.06% Add +43.8% 3,888 $456K
Noesis Capital Mangement Corp. 0.05% No change 3,888 $456K
Bison Wealth, LLC 0.04% Add +1.4% 3,850 $454K
Eagle Strategies LLC 0.04% New 3,859 $453K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +28.2% 3,841 $451K
JM2 Capital Inc. 0.31% Reduce -0.7% 3,827 $449K
Alpine Woods Capital Investors, LLC 0.10% No change 3,800 $446K
Eastern Bank 0.01% Reduce -2.6% 3,792 $445K
Wealthgarden F.S. LLC 0.25% Reduce -41.4% 3,770 $442K
Brighton Jones LLC 0.01% Reduce -4.7% 3,751 $440K
Arista Wealth Management, LLC 0.05% No change 3,740 $439K
Trust Point Inc. 0.04% No change 3,740 $439K
Richard W. Paul & Associates, LLC 0.13% Reduce -0.8% 3,722 $437K
Berger Financial Group, Inc 0.02% No change 3,710 $435K
Autumn Glory Partners, LLC 0.12% Add +0.1% 3,707 $435K
Bragg Financial Advisors, Inc 0.01% Reduce -8.3% 3,700 $434K
Fagan Associates, Inc. 0.05% Reduce -0.8% 3,695 $433K
Pacific Sun Financial Corp 0.18% Reduce -17.8% 3,690 $433K
Wealth Quarterback LLC 0.13% Reduce -2.3% 3,688 $433K
Wealthstar Advisors, LLC 0.21% Add +0.1% 3,655 $429K
Hopwood Financial Services, Inc. 0.25% Add +1.0% 3,653 $428K
HF Advisory Group, LLC 0.13% Add +3.8% 3,614 $424K
Miramontes Capital, LLC 0.13% Add +14.1% 3,603 $423K
Dynamic Wealth Strategies, LLC 0.22% No change 3,600 $422K
LVM Capital Management Ltd. 0.04% Reduce -0.3% 3,594 $422K
Elevatus Welath Management 0.10% Add +0.2% 3,594 $422K
1900 Wealth Management LLC 0.02% Add +8.5% 3,583 $420K
McGuire Capital Advisors Inc. 0.23% Reduce -7.9% 3,575 $419K
Millstone Evans Group, LLC 0.23% Add +631.6% 3,570 $419K
Joel Isaacson & Co., LLC 0.01% Add +0.1% 3,549 $416K
Daymark Wealth Partners, LLC 0.01% New 3,537 $415K
Bayban 0.32% No change 3,524 $413K
SeaCrest Wealth Management, LLC 0.05% Reduce -5.9% 3,523 $413K
Frisch Financial Group, Inc. 0.07% Reduce -11.8% 3,515 $412K
Flywheel Private Wealth LLC 0.20% No change 3,506 $411K
Huntleigh Advisors, Inc. 0.06% Reduce -13.7% 3,499 $410K
Rollins Financial Advisors, LLC 0.05% Add +0.1% 3,482 $408K
F/m Investments LLC 0.02% Add +11.8% 3,478 $408K
JNBA Financial Advisors 0.03% No change 3,446 $404K
TAGStone Capital, Inc. 0.13% Add +1.2% 3,430 $402K
Gallacher Capital Management LLC 0.23% Reduce -77.0% 3,428 $402K
SkyOak Wealth, LLC 0.07% No change 3,398 $399K
CrossGen Wealth, LLC 0.31% Add +1.5% 3,385 $397K
Seven Springs Wealth Group, LLC 0.09% Reduce -5.7% 3,378 $396K
Bensler, LLC 0.03% No change 3,365 $395K
Clear Retirement Advice LLC 0.27% No change 3,352 $393K
San Luis Wealth Advisors LLC 0.06% Add +0.1% 3,342 $392K
Joseph P. Lucia & Associates, LLC 0.12% Reduce -1.3% 3,321 $389K
Aptus Capital Advisors, LLC 0.00% Reduce -16.6% 3,313 $389K
Ritholtz Wealth Management 0.01% Add +42.5% 3,310 $388K
AdvisorNet Financial, Inc 0.02% Reduce -76.5% 3,309 $388K
Sagespring Wealth Partners, LLC 0.01% Reduce -5.5% 3,309 $388K
Heartwood Wealth Advisors LLC 0.03% Reduce -0.2% 3,306 $388K
Beaumont Financial Advisors, LLC 0.02% No change 3,290 $386K
Legacy Financial Strategies, LLC 0.06% No change 3,286 $385K
Halbert Hargrove Global Advisors, LLC 0.02% Add +0.2% 3,276 $384K
Iron Gate Global Advisors LLC 0.04% No change 3,250 $381K
Visionary Wealth Advisors 0.01% No change 3,249 $381K
LVW Advisors, LLC 0.03% No change 3,216 $377K
Mattern Wealth Management LLC 0.06% Reduce -3.2% 3,210 $376K
Capital Square, LLC 0.17% Add +10.1% 3,210 $376K
Bokf, NA 0.01% Reduce -3.2% 3,202 $376K
Tempo Wealth, LLC 0.06% Reduce -9.0% 3,165 $371K
SmartHarvest Portfolios, LLC 0.12% No change 3,162 $371K
Fifth Third Wealth Advisors LLC 0.01% Reduce -36.9% 3,154 $370K
Thoroughbred Financial Services, LLC 0.02% Add +1.0% 3,150 $369K
SMI Advisory Services, LLC 0.06% Reduce -74.2% 3,109 $367K
Bay Rivers Group 0.13% No change 3,121 $366K
Smith, Moore & Co. 0.02% No change 3,119 $366K
Walleye Capital LLC 0.00% Reduce -97.4% 3,106 $364K
BCS Wealth Management 0.07% Reduce -2.5% 3,102 $364K
Balance Wealth Partners LLC 0.10% New 3,083 $362K
Victory Financial Group, LLC 0.04% Add +42.9% 3,077 $361K
Onyx Bridge Wealth Group LLC 0.03% Reduce -3.0% 3,057 $358K
Community Bank, N.A. 0.04% No change 3,050 $358K
Goelzer Investment Management, Inc. 0.02% Reduce -12.6% 3,049 $358K
Titleist Asset Management, LLC 0.02% Reduce -1.9% 3,048 $357K
Laurel Oak Wealth Management, LLC 0.05% Add +7.3% 3,044 $357K
Swmg, LLC 0.08% Add +11.0% 3,076 $357K
Performance Wealth Partners, LLC 0.01% Add +2.6% 3,018 $354K
First United Bank & Trust 0.10% Reduce -2.2% 3,008 $353K
Sharkey, Howes & Javer 0.04% No change 3,004 $352K
Doliver Advisors, LP 0.08% No change 2,980 $349K
Resolute Wealth Strategies, LLC 0.14% Add +0.2% 2,978 $349K
MPS Loria Financial Planners, LLC 0.08% Add +0.1% 2,962 $347K
University of Texas/Texas Am Investment Management Co. 0.04% Reduce -33.9% 2,955 $347K
Haverford Trust Co 0.00% No change 2,952 $346K
CX Institutional 0.01% Reduce -26.1% 2,948 $346K
Graves Light Lenhart Wealth, Inc. 0.03% No change 2,949 $346K
Innova Wealth Partners 0.14% Add +44.3% 2,934 $344K
Penobscot Wealth Management 0.09% Add +2.5% 2,931 $344K
Signature Estate & Investment Advisors LLC 0.01% Reduce -27.3% 2,910 $341K
Avantax Planning Partners, Inc. 0.01% No change 2,906 $341K
VCI Wealth Management LLC 0.09% Add +1.5% 2,905 $341K
Aries Wealth Management 0.07% Reduce -0.8% 2,905 $341K
United Advisor Group, LLC 0.04% Add +0.1% 2,901 $340K
Facet Wealth, Inc. 0.00% Add +23.4% 2,898 $340K
Naples Global Advisors, LLC 0.02% Add +29.3% 2,870 $337K
Latitude Advisors, LLC 0.13% Add +3.2% 2,863 $336K
Luts & Greenleigh Group, Inc. 0.25% No change 2,862 $336K
Leeward Financial Partners, LLC 0.09% No change 2,858 $335K
Fortis Group Advisors, LLC 0.05% Add +3.8% 2,850 $334K
Independent Advisor Alliance 0.01% Reduce -93.6% 2,847 $334K
MLG Wealth Management DBA Pine Grove Financial Group 0.03% Add +12.3% 2,840 $333K
Straight Path Wealth Management 0.08% Add +26.6% 2,835 $333K
Blue Trust, Inc. 0.00% Reduce -11.3% 2,804 $329K
Dearborn Partners LLC 0.02% No change 2,798 $328K
STAR Financial Bank 0.13% No change 2,792 $327K
Voya Financial Advisors, Inc. 0.03% Add +14.2% 2,788 $327K
HBK Sorce Advisory LLC 0.01% Add +4.4% 2,731 $324K
HORAN Wealth, LLC 0.04% Add +23.1% 2,757 $323K
Tucker Asset Management LLC 0.08% Add +5.4% 2,755 $323K
Truvestments Capital LLC 0.05% Add +0.1% 2,743 $322K
Horizon Wealth Management, LLC 0.04% No change 2,730 $320K
River Wealth Advisors LLC 0.03% Reduce -1.8% 2,728 $320K
Balboa Wealth Partners 0.04% Reduce -11.6% 2,716 $318K
Purpose Unlimited Inc. 0.01% Add +19250.0% 2,709 $318K
One Capital Management, LLC 0.01% No change 2,916 $318K
Apollon Wealth Management, LLC 0.00% Reduce -37.1% 2,705 $317K
Vontobel Holding Ltd. 0.00% Reduce -56.4% 2,690 $315K
Mirador Capital Partners LP 0.04% Reduce -39.6% 2,686 $315K
Oxford Financial Group, LTD. LLC 0.02% Reduce -34.8% 2,676 $314K
Pension & Wealth Management Advisors, Inc. 0.08% No change 2,670 $313K
Axiom Investment Management LLC 0.21% No change 2,669 $313K
Centaurus Financial, Inc. 0.01% Reduce -19.7% 2,672 $313K
Concord Wealth Partners 0.04% New 2,665 $313K
Cypress Wealth Services, LLC 0.04% Reduce -8.3% 2,664 $312K
Midwest Financial Group LLC 0.11% Add +4.6% 2,660 $312K
Farmers National Bank 0.07% Reduce -5.5% 2,660 $312K
Keystone Financial Group 0.02% Add +0.1% 2,659 $312K
Total Wealth Planning & Management, Inc. 0.23% New 2,658 $312K
Midland Wealth Advisors, LLC 0.01% No change 2,650 $311K
Tsfg, LLC 0.04% No change 2,642 $310K
1ST Source Bank 0.01% Add +12.6% 2,637 $309K
Northbridge Financial Group, LLC 0.12% Reduce -0.8% 2,635 $309K
LBMC Investment Advisors, LLC 0.02% No change 2,634 $309K
Broadleaf Partners, LLC 0.06% No change 2,632 $309K
Icon Wealth Advisors, LLC 0.02% No change 2,618 $307K
James J. Burns & Company, LLC 0.03% No change 2,616 $307K
SYM FINANCIAL Corp 0.02% Add +24.2% 2,615 $307K
Private Wealth Partners, LLC 0.02% No change 2,606 $306K
Modera Wealth Management, LLC 0.00% No change 2,606 $306K
LFA - Lugano Financial Advisors SA 0.18% No change 2,600 $305K
BOK Financial Private Wealth, Inc. 0.02% Reduce -8.4% 2,591 $304K
Milestones Private Investment Advisors LLC 0.24% Reduce -92.2% 2,586 $303K
Principal Securities, Inc. 0.00% Reduce -1.3% 2,585 $303K
Element Wealth, LLC 0.11% Add +2.6% 2,570 $301K
TBH Global Asset Management, LLC 0.06% Reduce -2.3% 2,570 $301K
May Hill Capital, LLC 0.06% Reduce -3.0% 2,569 $301K
One Day In July LLC 0.02% No change 2,565 $301K
Albion Financial Group 0.02% No change 2,562 $300K
Sierra Capital LLC 0.03% No change 2,562 $300K
Foster Victor Wealth Advisors, LLC 0.02% No change 2,592 $300K
Wealth Architects, LLC 0.02% Reduce -36.6% 2,555 $300K
Diligent Investors, LLC 0.07% No change 2,554 $300K
Elevated Capital Advisors, LLC 0.08% No change 2,548 $299K
Brown Brothers Harriman & Co. 0.00% No change 2,544 $298K
Blue Chip Partners, LLC 0.02% Reduce -72.8% 2,495 $293K
Ironwood Financial, llc 0.05% Reduce -4.4% 2,518 $292K
Parisi Gray Wealth Management 0.06% Add +0.2% 2,490 $292K
Stonebrook Private Inc. 0.05% Reduce -47.3% 2,483 $291K
RDA Financial Network 0.06% Reduce -42.3% 2,481 $291K
Florida Financial Advisors, LLC 0.05% Add +17.1% 2,471 $290K
Northstar Financial Companies, Inc. 0.20% Add +10.7% 2,469 $290K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -50.1% 2,468 $289K
Compound Planning, Inc. 0.01% Reduce -5.2% 2,464 $289K
Rothschild Capital Partners, LLC 0.06% New 2,461 $289K
Moss Adams Wealth Advisors LLC 0.02% No change 2,460 $289K
Hurlow Wealth Management Group, Inc. 0.06% No change 2,416 $283K
Chicago Partners Investment Group LLC 0.01% Add +0.5% 2,600 $283K
Moulton Wealth Management, Inc. 0.19% New 2,375 $282K
GWN Securities Inc. 0.05% Reduce -28.4% 2,404 $282K
Redhawk Wealth Advisors, Inc. 0.03% Add +0.2% 2,402 $282K
Endeavor Private Wealth, Inc. 0.07% Reduce -13.3% 2,401 $282K
Trifecta Capital Advisors, LLC 0.04% No change 2,400 $281K
Olistico Wealth, LLC 0.12% Reduce -26.2% 2,399 $281K
Stanich Group LLC 0.18% Reduce -4.2% 2,386 $280K
Asset Management One Co., Ltd. 0.00% New 2,378 $279K
GAMMA Investing LLC 0.01% Add +31.1% 2,375 $279K
Byrne Asset Management LLC 0.15% Reduce -0.4% 2,364 $277K
Madison Wealth Partners, Inc 0.04% New 2,364 $277K
Norden Group LLC 0.02% Add +0.7% 2,353 $276K
SS&H Financial Advisors, Inc. 0.07% — 2,334 $274K
Acorn Creek Capital LLC 0.09% Reduce -0.2% 2,331 $273K
Comprehensive Financial Consultants Institutional, Inc. 0.07% New 2,328 $273K
Texas Yale Capital Corp. 0.01% No change 2,322 $272K
Focus Partners Advisor Solutions, LLC 0.00% Add +5.1% 2,313 $271K
Alliancebernstein L.P. 0.00% Reduce -34.8% 2,476 $270K
CLG LLC 0.06% New 2,299 $270K
Wetzel Investment Advisors, Inc. 0.09% Reduce -6.6% 2,292 $269K
SJS Investment Consulting Inc. 0.03% No change 2,292 $269K
Carret Asset Management, LLC 0.02% Reduce -4.2% 2,278 $267K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% Reduce -1.8% 2,275 $267K
Ballentine Partners, LLC 0.00% No change 2,272 $266K
Fulton Bank, N.A. 0.01% No change 2,270 $266K
Rare Wolf Capital LLC 0.17% Add +0.0% 2,265 $266K
T. Rowe Price Associates Inc. 0.00% No change 2,200 $259K
AssuredPartners Investment Advisors, LLC 0.03% New 2,200 $258K
Timbuktu Capital Management, LLC 0.39% — 2,200 $258K
Franklin Resources Inc. 0.00% Add +21.2% 2,187 $256K
Compass Financial Management LLC 0.03% — 2,173 $256K
Vident Advisory, LLC 0.00% Add +2.9% 2,181 $256K
Trust Co. of Vermont 0.01% — 2,180 $256K
IPG Investment Advisors LLC 0.04% New 2,180 $256K
Curi Capital, LLC 0.00% Reduce -8.8% 2,172 $255K
American National Bank & Trust 0.02% Reduce -6.7% 2,169 $254K
Kaizen Financial Strategies 0.10% Add +0.1% 2,147 $254K
Sather Financial Group Inc 0.01% New 2,161 $253K
Confluence Wealth Services, Inc. 0.01% Add +0.1% 2,160 $253K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% Reduce -87.3% 2,158 $253K
ELCO Management Co., LLC 0.11% No change 2,150 $252K
Gryphon Financial Partners LLC 0.02% No change 2,150 $252K
Sterling Investment Management, LLC 0.14% Reduce -10.0% 2,146 $252K
Teamwork Financial Advisors, LLC 0.02% Reduce -30.3% 2,144 $251K
MWA Asset Management 0.11% Reduce -5.5% 2,144 $251K
Briggs Wealth Management, Inc 0.23% No change 2,140 $251K
Cornerstone Wealth Management, LLC 0.01% Add +0.1% 2,132 $250K
Lodestone Wealth Management LLC 0.09% Add +11.2% 2,128 $250K
Acropolis Investment Management, LLC 0.01% Add +0.1% 2,127 $249K
Key Client Fiduciary Advisors, LLC 0.07% Add +0.1% 2,125 $249K
SouthState Bank Corp 0.01% Reduce -21.7% 2,114 $248K
Annex Advisory Services, LLC 0.00% Add +0.1% 2,114 $248K
Zacks Investment Management 0.00% Reduce -26.7% 2,107 $247K
Smartleaf Asset Management LLC 0.01% No change 2,106 $247K
Members Wealth LLC 0.13% Reduce -0.4% 2,088 $245K
Toronto Dominion Bank 0.00% Reduce -29.7% 2,083 $244K
OneAscent Family Office, LLC 0.12% Reduce -24.7% 2,059 $242K
Waldron Private Wealth LLC 0.01% No change 2,054 $241K
Marco Investment Management LLC 0.02% Add +5.6% 2,050 $240K
Rossby Financial, LCC 0.04% Add +55.7% 2,078 $240K
Severin Investments, LLC 0.18% Add +1.6% 2,034 $239K
Alteri Wealth LLC 0.07% Add +3.7% 2,031 $238K
Manhattan West Asset Management, LLC 0.04% Add +2.3% 2,029 $238K
Westbourne Investments, Inc. 0.10% No change 2,018 $237K
Sovereign Financial Group, Inc. 0.04% No change 2,009 $236K
Roan Capital Partners 0.19% Reduce -4.1% 2,001 $235K
Manchester Capital Management LLC 0.03% No change 2,000 $235K
Obermeyer Wealth Partners 0.01% No change 2,000 $235K
DF Dent & Co. Inc. 0.00% Reduce -25.3% 1,998 $234K
Root Financial Partners, LLC 0.01% Add +43.3% 1,997 $234K
180 Wealth Advisors, LLC 0.02% Reduce -4.5% 1,995 $234K
LaSalle St. Investment Advisors, LLC 0.03% Reduce -2.5% 1,992 $234K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Add +0.5% 1,990 $233K
Caldwell Sutter Capital, Inc. 0.09% Reduce -28.5% 1,984 $233K
Ascent Group, LLC 0.01% Reduce -1.8% 1,983 $233K
Promethium Advisors,llc 0.11% No change 1,980 $232K
Principle Wealth Partners LLC 0.01% New 1,976 $232K
Stonehaven Wealth & Tax Solutions, LLC 0.18% Add +5.7% 1,954 $229K
Lanark Financial, Inc. 0.02% Add +21.6% 1,951 $229K
Lodestar Private Asset Management LLC 0.02% Reduce -0.8% 1,943 $228K
Peoples Financial Services Corp. 0.10% No change 1,942 $228K
Braun Stacey Associates Inc. 0.01% Reduce -2.5% 1,940 $228K
Vigilare Wealth Management 0.07% No change 1,939 $227K
Silverlake Wealth Management LLC 0.04% Reduce -55.7% 1,938 $227K
Floyd Financial Group LLC 0.15% Reduce -1.9% 1,958 $227K
Parsons Capital Management Inc. 0.01% Reduce -2.0% 1,931 $226K
Xcelsior Advisor Partners LLC 0.03% New 1,930 $226K
Avalon Capital Management 0.05% No change 1,926 $226K
Castle Rock Wealth Management, LLC 0.04% Add +0.3% 1,898 $224K
Bearing Point Capital, LLC 0.03% No change 1,910 $224K
Archer Investment Corp 0.04% Add +5.6% 1,900 $223K
OFS Enterprise LLC 0.06% New 1,898 $223K
Laird Norton Wetherby Trust Company, LLC 0.00% Reduce -42.3% 1,896 $222K
Gradient Investments LLC 0.00% Add +0.1% 1,896 $222K
Crewe Advisors LLC 0.02% Add +4.1% 1,888 $221K
Resolute Wealth Advisor, Inc. 0.13% No change 2,027 $221K
Concentrum Wealth Management 0.05% Add +0.1% 1,872 $220K
Vaughan David Investments LLC 0.00% Reduce -6.8% 1,869 $219K
Hazlett, Burt & Watson, Inc. 0.06% No change 1,864 $218K
Avestar Capital, LLC 0.01% Add +0.1% 1,850 $217K
Waystone Advisors LLC 0.16% New 1,849 $217K
Howland Capital Management LLC 0.01% New 1,847 $217K
Bedel Financial Consulting, Inc. 0.02% No change 1,844 $216K
Lakeshore Financial Planning, Inc. 0.07% No change 1,840 $216K
Avion Wealth 0.04% Add +115.3% 1,841 $215K
Wealthspire Retirement, LLC 0.01% New 1,832 $215K
Advisor OS, LLC 0.01% Reduce -70.7% 1,832 $215K
Independence Bank of Kentucky 0.02% Reduce -2.4% 1,826 $214K
Seelaus Asset Management LLC 0.15% New 1,820 $213K
Shulman DeMeo Asset Management LLC 0.04% New 1,817 $213K
USA Financial Formulas 0.04% — 1,817 $213K
Flagship Wealth Advisors, LLC 0.05% Add +248.6% 1,816 $213K
Entelevest, LLC 0.19% New 1,815 $213K
Burling Wealth Partners, LLC 0.03% New 1,814 $213K
FSM Wealth Advisors, LLC 0.02% New 1,814 $213K
Twin Focus Capital Partners, LLC 0.02% New 1,810 $212K
Mindset Wealth Management, LLC 0.04% New 1,808 $212K
Precedent Wealth Partners, LLC 0.04% New 1,808 $212K
WealthCare Investment Partners, LLC 0.05% New 1,806 $212K
Mitchell Sinkler & Starr 0.09% New 1,800 $211K
Elmwood Wealth Management, Inc. 0.05% Reduce -8.4% 1,792 $210K
Gateway Wealth Partners, LLC 0.01% Reduce -50.1% 1,788 $210K
Fiduciary Financial Advisors 0.02% New 1,733 $209K
Caldwell Trust Co 0.02% Add +4.5% 1,784 $209K
Marex Group Ltd 0.00% New 1,784 $209K
Tableaux LLC 0.09% New 1,782 $209K
Phillips Financial Management, LLC 0.02% No change 1,778 $209K
JFS Wealth Advisors, LLC 0.01% No change 1,778 $209K
TD Waterhouse Canada Inc. 0.00% Add +11.9% 1,766 $209K
SilverOak Wealth Management LLC 0.03% New 1,774 $208K
Peak Asset Management, LLC 0.03% New 1,760 $206K
Axim Planning & Wealth 0.29% Reduce -5.3% 1,755 $206K
Flagstar Securities, Inc. 0.06% New 1,749 $205K
Y.D. More Investments Ltd 0.01% Add +66.0% 1,760 $205K
Ipsen Advisor Group LLC 0.13% New 1,740 $204K
Semitam Bonam LLC 0.15% New 1,737 $204K
Peoples Bank 0.20% New 1,734 $203K
AlphaStar Capital Management, LLC 0.01% Reduce -98.6% 1,730 $203K
CMH Wealth Management LLC 0.03% New 1,730 $203K
Sigma Investment Counselors Inc. 0.01% New 1,730 $203K
Brand Asset Management Group, Inc. 0.04% New 1,720 $202K
49 Wealth Management, LLC 0.04% New 1,713 $201K
Alongside, LLC 0.04% — 1,713 $201K
Mezzasalma Advisors, LLC 0.04% New 1,708 $200K
Fifth Third Securities, Inc. 0.01% New 1,708 $200K
Oakworth Capital, Inc. 0.01% Add +4.5% 1,701 $200K
Solstein Capital, LLC 0.07% Reduce -0.6% 1,696 $199K
Valley Wealth Managers, Inc. 0.01% No change 1,687 $198K
Continuum Advisory, LLC 0.02% New 1,682 $197K
Private Wealth Asset Management, LLC 0.02% Reduce -19.6% 1,680 $197K
SBI Securities Co., Ltd. 0.00% Reduce -5.0% 1,678 $197K
Portfolio Resources Advisor Group, Inc. 0.16% Add +13.1% 1,660 $195K
IMA Advisory Services, Inc. 0.01% New 1,650 $194K
Cranbrook Wealth Management, LLC 0.04% Add +10.2% 1,632 $191K
Credit Industriel Et Commercial 0.03% Reduce -90.9% 1,557 $183K
EverSource Wealth Advisors, LLC 0.01% Reduce -48.4% 1,480 $174K
Deutsche Bank AG 0.00% Reduce -12.2% 1,474 $173K
NFSG Corp 0.02% Reduce -29.4% 1,437 $168K
Lowe Brockenbrough & Co. Inc. 0.01% Add +0.3% 1,384 $162K
UMB Bank, n.a. 0.00% No change 1,318 $155K
Key Financial Inc 0.03% Reduce -0.9% 1,316 $154K
Capital Investment Advisory Services, LLC 0.01% Add +79.9% 1,261 $148K
Plante Moran Financial Advisors, LLC 0.01% Reduce -44.2% 1,250 $147K
Davis Capital Management 0.09% No change 1,230 $144K
Quaker Wealth Management, LLC 0.04% Reduce -3.8% 1,225 $144K
South Plains Financial, Inc. 0.08% No change 1,220 $143K
Brooklyn FI, LLC 0.03% New 1,245 $142K
Glassman Wealth Services 0.02% Add +1845.2% 1,206 $141K
Valley National Advisers Inc. 0.02% No change 1,160 $136K
Atlantic Private Wealth, LLC 0.08% No change 1,150 $135K
Nemes Rush Group LLC 0.01% Add +0.2% 1,146 $134K
Barrett & Company, Inc. 0.04% Reduce -36.2% 1,130 $133K
Ameriflex Group, Inc. 0.05% No change 1,122 $132K
Finley Financial, LLC 0.05% No change 1,040 $122K
Raffa Wealth Management, LLC 0.02% No change 1,036 $122K
Ancora Advisors LLC 0.00% No change 1,004 $118K
United Community Bank 0.04% No change 980 $115K
Anchor Investment Management, LLC 0.01% Reduce -0.7% 971 $114K
Compagnie Lombard Odier SCmA 0.00% New 935 $110K
Acumen Wealth Advisors, LLC 0.02% No change 905 $106K
Morse Asset Management, Inc 0.02% No change 905 $106K
Banque Cantonale Vaudoise 0.00% No change 902 $106K
Farmers & Merchants Investments Inc. 0.00% Reduce -10.0% 898 $105K
Beacon Investment Advisory Services, Inc. 0.00% Add +133.3% 896 $105K
Steigerwald, Gordon & Koch Inc. 0.01% No change 870 $102K
Pinnacle Wealth Planning Services, Inc. 0.01% No change 864 $101K
Paladin Advisory Group, LLC 0.07% No change 862 $101K
Webster Bank, N. A. 0.01% Reduce -14.0% 832 $98K
StrongBox Wealth, LLC 0.03% New 828 $97K
Asset Dedication, LLC 0.01% Add +274.7% 828 $97K
TIAA Wealth Investment Management LLC 0.00% Add +31.7% 789 $92K
Vanguard National Trust Co 0.00% No change 774 $91K
Avalon Trust Co 0.01% Reduce -60.7% 770 $90K
Hamilton Point Investment Advisors, LLC 0.01% No change 754 $88K
Union Savings Bank 0.04% Reduce -4.5% 747 $88K
Downshift Financial, LLC 0.04% New 742 $87K
Sage Mountain Advisors LLC 0.01% No change 742 $87K
Wilkerson Advisory Group LLC 0.03% No change 738 $87K
SHP Wealth Management 0.01% Add +10.9% 732 $86K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% No change 732 $86K
MassMutual Private Wealth & Trust, FSB 0.00% Add +70.0% 731 $86K
First Bancorp, Inc 0.03% New 722 $85K
Brown, Lisle/Cummings, Inc. 0.02% No change 712 $84K
Westfuller Advisors, LLC 0.03% Add +0.1% 709 $83K
Pacific Center for Financial Services 0.02% No change 704 $83K
Strive Financial Group ,LLC 0.03% Add +284.9% 662 $78K
Prestige Wealth Management Group LLC 0.01% Reduce -99.4% 656 $77K
MCF Advisors LLC 0.00% Add +2629.2% 655 $77K
Ballast Advisors LLC 0.02% New 652 $77K
Canton Hathaway, LLC 0.01% Reduce -97.9% 650 $76K
Roble, Belko & Company, Inc 0.01% No change 646 $76K
Frazier Financial Advisors, LLC 0.04% No change 644 $75K
Mather Group, Llc. 0.00% No change 634 $74K
GoalVest Advisory LLC 0.01% Reduce -6.0% 628 $74K
Capital Advisors, Ltd. LLC 0.01% No change 618 $72K
Align Financial, LLC 0.04% No change 610 $72K
Hollencrest Capital Management 0.00% No change 600 $70K
Pittenger & Anderson Inc. 0.00% No change 600 $70K
Mosley Wealth Management 0.02% Reduce -67.8% 591 $69K
Napier Financial, LLC 0.01% No change 586 $69K
Triumph Capital Management 0.01% Add +9.3% 576 $68K
Biltmore Family Office, LLC 0.01% Add +5.6% 564 $66K
Pacifica Partners Inc. 0.02% No change 532 $62K
Aventus Investment Advisors, Inc. 0.05% No change 528 $62K
Rice Partnership, LLC 0.01% Reduce -43.5% 525 $62K
TD Private Client Wealth LLC 0.00% Reduce -53.8% 518 $61K
Copia Wealth Management 0.04% No change 513 $60K
Fairway Wealth LLC 0.01% Add +45.7% 510 $60K
Medallion Wealth Advisors, LLC 0.02% Reduce -7.5% 509 $60K
Salem Investment Counselors Inc. 0.00% No change 508 $60K
North Star Investment Management Corp. 0.00% Reduce -60.6% 504 $59K
Indiana Trust & Investment Management Co 0.02% No change 500 $59K
Cornerstone Planning Group LLC 0.01% Reduce -0.4% 511 $58K
Armor Investment Advisors, LLC 0.02% No change 466 $55K
Strengthening Families & Communities, LLC 0.01% Reduce -2.7% 463 $54K
First Community Trust NA 0.02% No change 460 $54K
Register Financial Advisors LLC 0.02% Add +23.0% 460 $54K
Dunhill Financial, LLC 0.01% No change 453 $53K
Perkins Coie Trust Co 0.01% No change 452 $53K
Washington Trust Advisors, Inc. 0.00% No change 448 $53K
BankChampaign, National Association 0.04% No change 446 $52K
Collier Financial 0.04% No change 443 $52K
Synergy Investment Management, LLC 0.01% Reduce -19.2% 438 $51K
Cambient Family Office, LLC 0.01% New 438 $51K
Nvwm, LLC 0.01% Reduce -60.2% 430 $50K
Coston, McIsaac & Partners 0.01% No change 428 $50K
NBH Bank 0.02% — 425 $50K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 424 $50K
Signaturefd, LLC 0.00% Reduce -17.9% 422 $49K
Vestor Capital, LLC 0.00% Add +20.6% 1,052 $49K
Balentine LLC 0.00% No change 416 $49K
West Branch Capital LLC 0.01% Reduce -29.0% 414 $49K
Investors Research Corp 0.01% No change 412 $48K
Wagner Wealth Management, LLC 0.01% Add +0.3% 409 $48K
Lloyd Advisory Services, LLC. 0.02% New 406 $48K
Old Second National Bank of Aurora 0.01% No change 400 $47K
Capital Investment Counsel, Inc 0.01% No change 400 $47K
Provident Wealth Management, LLC 0.01% No change 396 $46K
Investment Research & Advisory Group, Inc. 0.01% No change 286 $46K
RMG Wealth Management LLC 0.00% No change 384 $45K
Townsend Asset Management Corp. /NC/ 0.01% Reduce -13.5% 383 $45K
First Command Advisory Services, Inc. 0.00% Reduce -26.8% 382 $45K
Fairscale Capital, LLC 0.03% No change 376 $44K
Bollard Group LLC 0.00% New 372 $44K
Hantz Financial Services, Inc. 0.00% Add +17.8% 377 $44K
Godfrey Financial Associates, Inc. 0.03% No change 370 $43K
Bogart Wealth, LLC 0.00% Add +38.4% 364 $43K
Montag A & Associates Inc. 0.00% Reduce -48.1% 358 $42K
Gold Investment Management Ltd. 0.01% No change 350 $41K
True Wealth Design, LLC 0.01% No change 332 $39K
Rothschild Investment LLC 0.00% Add +0.3% 331 $39K
Hilton Head Capital Partners, LLC 0.02% Reduce -37.3% 330 $39K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 330 $39K
Provenance Wealth Advisors, LLC 0.00% No change 330 $39K
Operose Advisors LLC 0.01% No change 322 $38K
Pursuit Wealth Strategies, LLC 0.05% No change 316 $37K
N.E.W. Advisory Services LLC 0.00% No change 310 $36K
Horrell Capital Management, Inc. 0.02% No change 294 $34K
CVA Family Office, LLC 0.00% New 289 $34K
XP Advisory US, Inc. 0.02% — 278 $33K
Roxbury Financial LLC 0.03% No change 277 $32K
Bellevue Asset Management, LLC 0.01% No change 276 $32K
Adirondack Trust Co. 0.01% No change 274 $32K
Hanson & Doremus Investment Management 0.00% No change 272 $32K
Kilter Group LLC 0.01% No change 270 $32K
WealthCollab, LLC 0.01% New 267 $31K
KERR FINANCIAL PLANNING Corp 0.03% No change 265 $31K
Game Plan Financial Advisors, LLC 0.01% No change 260 $30K
National Bank of Canada 0.00% No change 262 $30K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 250 $29K
Keating Financial Advisory Services, Inc. 0.00% Reduce -46.6% 246 $29K
HHM Wealth Advisors, LLC 0.00% No change 246 $29K
Financial Perspectives, Inc 0.01% No change 240 $28K
Costello Asset Management, INC 0.01% No change 228 $27K
Versant Capital Management, Inc 0.00% No change 218 $26K
Steph & Co. 0.01% No change 208 $24K
CKW Financial Group 0.00% New 200 $24K
Gill Capital Partners, LLC 0.01% No change 204 $24K
Financial Gravity Companies, Inc. 0.00% — 204 $24K
DecisionPoint Financial, LLC 0.00% No change 202 $24K
Community Financial Services Group, LLC 0.00% No change 200 $24K
High Point Wealth Management, LLC 0.02% No change 200 $23K
MV Capital Management, Inc. 0.00% No change 200 $23K
EFG International AG 0.00% Reduce -78.5% 200 $23K
Tower View Wealth Management LLC 0.01% No change 196 $23K
FWL Investment Management, LLC 0.00% Reduce -79.0% 194 $23K
Ankerstar Wealth, LLC 0.02% No change 182 $21K
Burkett Financial Services, LLC 0.01% No change 181 $21K
Elevate Wealth Advisory, Inc. 0.01% No change 180 $21K
Quest 10 Wealth Builders, Inc. 0.02% Reduce -0.6% 167 $20K
Private Wealth Management Group, LLC 0.00% No change 166 $19K
Colonial Trust Advisors 0.00% Reduce -42.9% 160 $19K
Smallwood Wealth Investment Management, LLC 0.01% No change 160 $19K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 156 $18K
1 North Wealth Services LLC 0.01% New 152 $18K
Princeton Global Asset Management LLC 0.00% New 149 $17K
Rialto Wealth Management, LLC 0.00% No change 146 $17K
Physician Wealth Advisors, Inc. 0.00% No change 144 $17K
Tradewinds Capital Management, LLC 0.00% Reduce -2.7% 144 $17K
Elevation Wealth Partners, LLC 0.00% New 140 $16K
Richards, Merrill & Peterson, Inc. 0.01% No change 140 $16K
High Note Wealth, LLC 0.00% No change 136 $16K
Signature Resources Capital Management, LLC 0.01% No change 134 $16K
Piscataqua Savings Bank 0.01% No change 130 $15K
Windsor Advisory Group, LLC 0.01% Reduce -62.8% 128 $15K
Vision Retirement, LLC 0.00% Add +51.2% 127 $15K
Aventura Private Wealth, LLC 0.00% Reduce -57.3% 122 $14K
Wolff Wiese Magana LLC 0.01% No change 120 $14K
First PREMIER Bank 0.00% No change 122 $14K
CNB Bank 0.01% No change 118 $14K
Delta Asset Management LLC 0.00% No change 118 $14K
Tompkins Financial Corp. 0.00% No change 111 $13K
Winch Advisory Services, LLC 0.00% No change 111 $13K
Consultiva Wealth Management, Corp. 0.03% No change 110 $13K
McDonald Partners LLC 0.00% New 110 $13K
Strategic Wealth Partners, Ltd. 0.00% No change 110 $13K
Providence Capital Advisors, LLC 0.00% No change 106 $12K
Strategic Investment Solutions, Inc. 0.00% No change 102 $12K
Friedenthal Financial 0.01% No change 101 $12K
Advocate Investing Services LLC 0.01% No change 100 $12K
Abound Wealth Management 0.00% Add +20.5% 94 $11K
HM Payson & Co. 0.00% No change 92 $11K
Pioneer Family Office, LLC 0.01% Add +7.6% 85 $10K
Orion Capital Management LLC 0.00% New 84 $10K
Cherry Tree Wealth Management, LLC 0.00% No change 80 $9K
Evermay Wealth Management LLC 0.00% Reduce -52.4% 80 $9K
Chung Wu Investment Group, LLC 0.01% No change 78 $9K
Concord Investment Counsel Inc. 0.00% Add +31.0% 76 $9K
Park Place Capital Corp 0.00% Reduce -24.5% 74 $9K
Arvest Investments, Inc. 0.00% No change 70 $8K
Cedar Mountain Advisors, LLC 0.00% No change 68 $8K
Beaird Harris Wealth Management, LLC 0.00% No change 66 $8K
Ascentis Wealth Management, LLC 0.00% No change 62 $7K
Blueline Advisors LLC 0.01% New 42 $7K
Pin Oak Investment Advisors Inc. 0.01% No change 56 $7K
Alerus Financial NA 0.00% No change 58 $7K
MidFirst Bank 0.00% New 56 $7K
Eukles Asset Management 0.00% No change 54 $6K
WealthShield Partners, LLC 0.00% Reduce -78.0% 54 $6K
Tidemark, LLC 0.00% No change 50 $6K
New Republic Capital, LLC 0.00% New 46 $5K
Stone House Investment Management, LLC 0.00% No change 46 $5K
Philadelphia Investment Partners, LLC 0.00% No change 44 $5K
Covestor Ltd 0.00% Add +475.0% 46 $5K
Advanced Asset Management Advisors Inc 0.00% No change 40 $5K
Activest Wealth Management 0.00% Reduce -2.4% 40 $5K
Highland Investment Advisors LLC 0.00% — 35 $4K
Addison Advisors LLC 0.00% No change 34 $4K
one8zero8, LLC 0.00% New 30 $4K
Kingdom Financial Group LLC. 0.00% New 28 $3K
Mechanics Financial Corp 0.00% New 27 $3K
Evolution Wealth Management Inc. 0.00% Add +116.7% 26 $3K
Family Manage LLC 0.00% No change 26 $3K
LifeSteps Financial, Inc. 0.00% New 24 $3K
Weaver Capital Management LLC 0.00% No change 24 $3K
Rakuten Securities, Inc. 0.00% Add +100.0% 20 $2K
Markowski Investments 0.00% — 20 $2K
Daiwa Securities Group Inc. 0.00% New 20 $2K
Silicon Valley Capital Partners 0.00% No change 18 $2K
PlanVest Financial, Inc 0.00% No change 16 $2K
Gilpin Wealth Management, LLC 0.00% No change 14 $2K
Ares Financial Consulting, LLC 0.00% New 12 $1K
Go Invest LLC 0.00% Add +10.0% 11 $1K
Ensign Peak Advisors, Inc 0.00% Reduce -99.8% 10 $1K
Meramec Financial Planners, LLC 0.00% New 7 $776
Parallax Volatility Advisers, L.P. 0.00% No change 2 $235
Quent Capital, LLC 0.00% New 2 $235
Raleigh Capital Management Inc. 0.00% No change 1 $89
Networth Advisors, LLC 0.00% New 1 $70

"% 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.