SS Energy Select SectorXLEETF

13F holders, Q1 2024 (March 31)
1,816holders
8famous investors
$94.46avg. 13F price*

At the end of Q1 2024, 1,816 institutions reported holding SS Energy Select Sector (XLE) in their 13F filings. The largest holders were Bank of America Corp. ($3.7B), Morgan Stanley ($1.5B) and Wells Fargo & Company ($948.7M). 8 famous investors held it, including David E. Shaw (0.4% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio).

Company
SS Energy Select Sector
Filed as
SELECT SECTOR SPDR TR (Q1 2024)
CUSIP
81369Y506
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,816Q1 2024Q2 2024: 1,809Q2 2024Q3 2024: 1,753Q3 2024Q4 2024: 1,887Q4 2024Q1 2025: 1,843Q1 2025Q2 2025: 1,752Q2 2025Q3 2025: 1,740Q3 2025Q4 2025: 1,868Q4 2025Q1 2026: 2,122Q1 2026Q2 2026: 2,045Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions168$421.0M
Exits134$417.5M

Ownership 1,816 holders

Bank of America Corp. 0.37% Reduce -5.0% 39,233,137 $3.7B
Morgan Stanley 0.12% Reduce -1.9% 15,713,087 $1.5B
Wells Fargo & Company 0.25% Add +6.7% 10,049,100 $948.7M
Goldman Sachs Group Inc. 0.19% Add +34.7% 9,325,038 $880.4M
UBS Group AG 0.25% Reduce -9.1% 8,177,143 $772.0M
LPL Financial LLC 0.38% Add +2.7% 7,453,238 $703.7M
JPMorgan Chase & Co. 0.06% Reduce -2.1% 7,287,489 $688.0M
Ameriprise Financial Inc. 0.11% Reduce -0.4% 4,394,707 $415.5M
Royal Bank of Canada 0.09% Add +10.2% 4,072,379 $384.5M
Barclays PLC 0.16% Add +30.5% 3,716,094 $350.8M
Hamilton Capital, LLC 22.77% Add +3.2% 3,247,292 $304.5M
D. E. Shaw & Co. 0.38% Reduce -2.4% 2,945,648 $278.1M
Provida Pension Fund Administrator 6.49% Add +11.0% 2,772,314 $261.7M
Envestnet Asset Management Inc. 0.09% Reduce -2.6% 2,432,413 $229.6M
Citadel Advisors 0.22% Add +53.6% 2,340,675 $221.0M
Harel Insurance Investments & Financial Services Ltd. 3.97% Add +64.8% 2,173,146 $205.1M
Saudi Central Bank 21.37% No change 2,160,502 $204.0M
FIL Ltd 0.18% Add +19.3% 1,910,693 $180.4M
Cibc World Market Inc. 0.44% Reduce -36.3% 1,806,025 $170.5M
Raymond James & Associates 0.11% Reduce -7.1% 1,772,484 $167.3M
Bessemer Group Inc. 0.27% Reduce -0.1% 1,580,164 $149.2M
Northern Trust Corp. 0.02% Add +4.5% 1,494,665 $141.1M
Susquehanna International Group, LLP 0.20% Reduce -13.8% 1,415,061 $133.6M
Charles Schwab Investment Management Inc. 0.03% Reduce -17.9% 1,405,982 $132.7M
Wealthfront Advisers LLC 0.45% Reduce -0.9% 1,369,488 $129.3M
Rokos Capital Management LLP 3.25% Reduce -0.9% 1,319,971 $124.6M
Stifel Financial Corp. 0.13% Add +0.8% 1,246,803 $117.7M
Osaic Holdings, Inc. 0.26% Reduce -9.3% 1,221,433 $115.5M
CHURCHILL MANAGEMENT Corp 1.43% Add +61.7% 1,216,722 $114.9M
Raymond James Financial Services Advisors, Inc. 0.17% Reduce -16.3% 1,181,541 $111.5M
TD Asset Management Inc 0.10% Reduce -0.0% 1,180,334 $111.4M
Toronto Dominion Bank 0.17% Add +91.5% 1,154,623 $109.0M
FMR LLC 0.01% Reduce -67.9% 1,109,659 $104.8M
Simplex Trading, LLC 3.04% Add +894.6% 1,105,966 $104.4M
HighTower Advisors, LLC 0.17% Reduce -13.0% 1,096,724 $103.5M
Baird Financial Group, Inc. 0.21% Reduce -7.3% 1,081,652 $102.1M
Qube Research & Technologies Ltd 0.18% Add +2851.9% 1,056,270 $99.7M
Commonwealth Equity Services, LLC 0.16% Reduce -1.1% 1,043,047 $98.5M
BlackRock Inc. 0.00% Add +38.1% 969,745 $91.6M
Canada Pension Plan Investment Board 0.09% No change 950,000 $89.7M
Cetera Investment Advisers 0.21% Add +274.0% 934,542 $88.2M
Clal Insurance Enterprises Holdings Ltd 0.98% No change 925,000 $87.3M
Moore Capital Management, LP 1.78% New 885,000 $83.6M
Bank of Montreal 0.03% Reduce -6.0% 848,998 $80.2M
BNP Paribas Financial Markets 0.10% Reduce -59.2% 812,175 $76.7M
PNC Financial Services Group, Inc. 0.05% Add +2.2% 810,956 $76.6M
CW Advisors, LLC 1.19% Reduce -33.2% 732,209 $69.1M
Truist Financial Corp. 0.10% Reduce -31.4% 732,044 $69.1M
Sculptor Capital LP 2.06% Reduce -7.2% 711,680 $67.2M
RiverFront Investment Group, LLC 1.87% Add +7.1% 702,331 $66.3M
Richard Bernstein Advisors LLC 1.41% Add +0.6% 695,354 $65.6M
Balyasny Asset Management L.P. 0.17% Add +119.3% 694,676 $65.6M
Bank of Nova Scotia 0.13% Add +26.1% 663,550 $62.6M
Rockefeller Capital Management L.P. 0.18% Add +3.8% 658,198 $62.1M
Cerity Partners LLC 0.16% Reduce -41.1% 654,321 $62.0M
Corient Private Wealth LP 0.11% Add +0.1% 644,137 $60.8M
HSBC Holdings PLC 0.04% Add +2.8% 640,311 $60.4M
Advisors Preferred, LLC 10.14% New 633,042 $60.2M
Private Advisor Group, LLC 0.43% Add +13.9% 637,520 $60.2M
Citigroup Inc. 0.06% Reduce -28.9% 632,037 $59.7M
US Bancorp \de 0.08% Reduce -1.6% 629,866 $59.5M
Man Group plc 0.16% Add +457.2% 617,313 $58.3M
Squarepoint Ops LLC 0.24% Add +125.9% 614,455 $58.0M
Janney Montgomery Scott LLC 0.16% Reduce -0.1% 586,963 $55.4M
Cambridge Investment Research Advisors, Inc. 0.20% Add +3.4% 547,493 $51.7M
Horizon Investments, LLC 1.34% Add +266.0% 542,081 $51.2M
Assetmark, Inc. 0.16% Add +344.3% 525,221 $49.6M
Millennium Management 0.04% Reduce -33.8% 513,477 $48.5M
Fifth Third Bancorp 0.19% Reduce -4.4% 509,903 $48.1M
Captrust Financial Advisors 0.17% Reduce -5.7% 478,749 $45.2M
PGIM Custom Harvest LLC 1.11% Add +38.8% 475,206 $44.9M
Agf Management Ltd. 0.23% Reduce -38.3% 443,827 $41.9M
Factory Mutual Insurance Co. 0.48% No change 438,360 $41.4M
Tocqueville Asset Management L.P. 0.66% Reduce -5.0% 430,078 $40.6M
Prudential Financial Inc. 0.06% Reduce -17.4% 426,566 $40.3M
Renaissance Technologies 0.06% Add +26.0% 409,869 $38.7M
MML Investors Services, LLC 0.15% Reduce -15.8% 397,066 $37.5M
Quantitative Investment Management, LLC 2.13% Reduce -32.0% 383,850 $36.2M
GTS Securities LLC 0.95% Add +26.9% 373,244 $35.2M
Composition Wealth, LLC 0.88% Reduce -32.3% 368,467 $34.8M
Wolverine Trading, LLC 0.35% Add +44.6% 367,466 $34.7M
Municipal Employees' Retirement System of Michigan 0.45% Add +55.3% 366,905 $34.6M
Forbes J M & Co. LLP 3.69% Reduce -1.1% 361,003 $34.1M
KCM Investment Advisors LLC 1.23% Add +2.0% 349,130 $33.0M
Symmetry Investments LP 3.40% Add +1721.7% 343,900 $32.5M
Blue Chip Partners, LLC 3.11% Add +0.1% 339,677 $32.1M
Thrivent Financial for Lutherans 0.06% Add +87.3% 338,971 $32.0M
Alps Advisors Inc. 0.22% Reduce -12.0% 325,701 $30.7M
Mariner, LLC 0.06% Add +0.6% 297,172 $28.1M
Kestra Advisory Services, LLC 0.19% Add +28.8% 296,859 $28.0M
Crestwood Advisors Group, LLC 0.61% Add +6.1% 296,771 $28.0M
Condire Management, LP 3.76% Add +118.5% 295,000 $27.9M
GenTrust, LLC 1.71% Add +3.8% 293,731 $27.7M
Peapack Gladstone Financial Corp. 0.43% Add +0.1% 289,380 $27.3M
Beacon Pointe Advisors, LLC 0.30% Add +4.2% 289,169 $27.3M
SPX Gestao de Recursos Ltda 2.39% Add +88.9% 289,000 $27.3M
CTC LLC 0.45% Add +570.1% 286,201 $27.0M
Mercer Global Advisors Inc. 0.08% Add +15.3% 286,040 $27.0M
SG Americas Securities, LLC 0.14% Add +65.3% 285,740 $27.0M
Granger Management LLC 5.31% No change 281,757 $26.6M
Cresset Asset Management, LLC 0.13% Add +5.4% 280,047 $26.4M
Spire Wealth Management 0.48% Add +8.3% 127,889 $26.1M
Nissay Asset Management Corp. /Japan 0.18% New 274,632 $25.9M
Angeles Investment Advisors, LLC 1.36% No change 270,800 $25.6M
Affinity Wealth Management LLC 4.71% Add +1.1% 269,413 $25.4M
Equitable Holdings, Inc. 0.28% Add +3.3% 263,376 $24.9M
Twin Tree Management, LP 0.55% Add +312.2% 258,368 $24.4M
Meiji Yasuda Life Insurance Co 0.50% Add +25.4% 251,314 $23.7M
Avantax Advisory Services, Inc. 0.21% Reduce -16.5% 248,282 $23.4M
Appleton Partners Inc. 1.80% Reduce -0.7% 245,556 $23.2M
Swan Global Investments, LLC 1.14% Reduce -8.3% 245,184 $23.1M
Girard Partners LTD. 2.11% Add +7.7% 236,834 $22.4M
J.Safra Asset Management Corp 2.53% Add +11.0% 236,735 $22.4M
CoreCap Advisors, LLC 1.18% Add +44.1% 235,779 $22.3M
Madison Asset Management, LLC 0.27% Reduce -1.3% 235,492 $22.2M
Ferguson Wellman Capital Management, Inc. 0.45% Reduce -1.9% 234,672 $22.2M
Veltria Advisors Corp. 5.67% Add +26.8% 232,213 $21.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.67% Reduce -47.3% 231,729 $21.9M
Wealth High Governance Capital Ltda 4.85% New 230,000 $21.7M
Brown Advisory Inc. 0.03% Add +11.7% 227,454 $21.5M
Oribel Capital Management, LP 2.45% Reduce -13.4% 226,500 $21.4M
Jefferies Financial Group Inc. 0.47% Reduce -8.4% 225,918 $21.3M
Trust Asset Management LLC 1.76% Reduce -3.2% 212,786 $20.1M
Lee Financial Co 3.35% Add +1.1% 212,035 $20.0M
Concurrent Investment Advisors, LLC 0.80% Add +2.7% 207,983 $19.6M
Exchange Traded Concepts, LLC 0.50% New 203,692 $19.2M
Evoke Wealth, LLC 0.57% New 203,381 $19.2M
Stevens Capital Management LP 3.67% Add +51.6% 199,853 $18.9M
W.G. Shaheen & Associates DBA Whitney & Co 2.23% Add +1.6% 197,817 $18.7M
Steward Partners Investment Advisory, LLC 0.20% Reduce -5.0% 192,688 $18.2M
Advisory Alpha, LLC 0.75% Add +25.8% 192,273 $18.2M
Creative Planning 0.02% Reduce -7.1% 191,306 $18.1M
Independent Financial Group, LLC 0.83% Add +2.5% 191,216 $18.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.58% Reduce -6.5% 190,544 $18.0M
Chemung Canal Trust Co. 3.45% Add +16.9% 189,558 $17.9M
HRT Financial LP 0.11% New 189,423 $17.9M
Kodai Capital Management LP 0.41% New 187,426 $17.7M
Hudson Bay Capital Management LP 0.18% Add +240.6% 185,959 $17.6M
Bank of New York Mellon Corp 0.00% Add +45.6% 185,704 $17.5M
Pathstone Holdings, LLC 0.08% Add +0.1% 184,663 $17.4M
Geneos Wealth Management Inc. 0.79% Add +74.0% 183,697 $17.3M
Full Sail Capital, LLC 1.21% Add +0.5% 183,501 $17.3M
SP Asset Management LLC 1.61% Add +0.7% 183,414 $17.3M
Blair William & Co. 0.05% Reduce -15.5% 183,363 $17.3M
Tudor Investment Corporation 0.21% Add +72.3% 182,942 $17.3M
Atria Wealth Solutions, Inc. 0.19% Reduce -4.8% 181,309 $17.1M
National Bank of Canada 0.03% Add +39.5% 181,501 $17.0M
B & T Capital Management DBA Alpha Capital Management 3.25% Add +3.9% 176,429 $16.7M
Resonant Capital Advisors, LLC 1.40% Add +4.5% 173,215 $16.4M
U.S. Capital Wealth Advisors, LLC 0.63% Reduce -9.3% 169,995 $16.0M
Black Swift Group, LLC 4.02% Reduce -30.2% 166,257 $15.7M
DRW Securities, LLC 0.89% New 166,026 $15.7M
Integrated Wealth Concepts LLC 0.23% Add +1.6% 165,911 $15.7M
Blume Capital Management, Inc. 3.82% Add +1.0% 165,728 $15.6M
State Street Corp. 0.00% Reduce -86.9% 165,360 $15.6M
Aveo Capital Partners, LLC 1.69% Add +19.1% 167,634 $15.5M
Money Design Co.,Ltd. 0.84% Reduce -10.8% 163,366 $15.4M
First Interstate Bank 1.06% Reduce -4.9% 161,688 $15.3M
Dakota Wealth Management 0.37% Add +2.6% 158,807 $15.0M
Tiff Advisory Services, LLC 6.45% No change 156,691 $14.8M
Cornerstone Advisors, LLC 0.61% Add +173.4% 156,400 $14.8M
InterOcean Capital Group, LLC 0.35% Add +7.7% 154,464 $14.6M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.40% Reduce -70.6% 154,400 $14.6M
Armstrong Advisory Group, Inc. 1.41% No change 172,696 $14.5M
Scotia Capital Inc. 0.09% Add +0.8% 152,664 $14.4M
Benjamin F. Edwards & Company, Inc. 0.26% Add +15.2% 151,264 $14.3M
Stratos Wealth Partners, LTD. 0.24% Add +39.6% 150,530 $14.2M
Pittenger & Anderson Inc. 0.57% Reduce -0.2% 149,499 $14.1M
NewSquare Capital LLC 1.25% Add +7.7% 152,738 $14.1M
Lebenthal Global Advisors, LLC 3.11% Reduce -36.1% 148,205 $14.0M
Advisory Services Network, LLC 0.31% Reduce -3.6% 146,603 $13.8M
NewEdge Advisors, LLC 0.12% Reduce -11.9% 142,023 $13.4M
LS Investment Advisors, LLC 2.12% Reduce -14.8% 141,626 $13.4M
Ameritas Advisory Services, LLC 0.55% Add +85.7% 142,555 $13.3M
B. Riley Wealth Advisors, Inc. 0.36% Add +0.8% 146,776 $13.3M
Unisphere Establishment 0.13% Add +26.1% 140,000 $13.2M
Oppenheimer & Co. Inc. 0.22% Reduce -12.8% 139,306 $13.2M
Millburn Ridgefield LLC 0.36% Add +317.3% 138,844 $13.1M
Credit Suisse AG/ 0.01% Reduce -47.4% 138,379 $13.1M
Janney Capital Management LLC 0.87% Reduce -1.6% 138,152 $13.0M
Comerica Bank 0.06% Reduce -2.7% 137,119 $12.9M
Capital Fund Management S.A. 0.16% Reduce -64.9% 136,995 $12.9M
1832 Asset Management L.P. 0.02% Reduce -19.2% 136,641 $12.9M
MAI Capital Management 0.13% Add +3.8% 134,750 $12.7M
Paloma Partners Management Co 2.64% Add +437.3% 133,283 $12.6M
Cumberland Advisors Inc. 4.66% Add +230.2% 132,682 $12.5M
Hilton Capital Management, LLC 1.11% Reduce -41.0% 131,536 $12.4M
Keybank National Association 0.05% Reduce -3.9% 131,500 $12.4M
Atria Investments, Inc 0.17% Add +34.5% 130,838 $12.4M
Busey Bank 0.44% Reduce -2.3% 129,938 $12.3M
Allen Investment Management, LLC 0.15% No change 128,635 $12.1M
Allianz SE 0.38% — 126,952 $12.0M
Boulder Hill Capital Management LP 4.88% Add +257.6% 125,500 $11.8M
Cadent Capital Advisors, LLC 4.63% Add +11.7% 122,569 $11.6M
Manufacturers Life Insurance Company, The 0.01% Add +417.3% 121,903 $11.5M
Solitude Financial Services 5.25% Add +110.7% 120,765 $11.4M
D L Carlson Investment Group Inc. 2.23% Reduce -0.5% 120,742 $11.4M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -0.7% 120,522 $11.4M
Invictus Private Wealth, LLC 1.01% Reduce -5.5% 120,045 $11.3M
Gunma Bank,Ltd. 5.97% Add +36.4% 120,000 $11.3M
Alerus Financial NA 0.85% Reduce -24.2% 119,293 $11.3M
Royal Fund Management, LLC 1.29% Add +20.4% 118,949 $11.2M
Franklin Resources Inc. 0.00% Reduce -1.3% 117,186 $11.1M
Nan Shan Life Insurance Co., Ltd. 0.26% New 116,960 $11.0M
NTV Asset Management LLC 1.67% Reduce -0.1% 115,983 $10.9M
Fielder Capital Group LLC 4.79% Add +20.9% 113,538 $10.7M
Prudent Investors Network, Inc. 4.03% — 113,331 $10.7M
Merit Financial Group, LLC 0.25% Add +79.8% 115,336 $10.7M
WNY Asset Management, LLC 1.61% Add +1.9% 111,726 $10.5M
Integrated Advisors Network LLC 0.54% Add +37.1% 111,427 $10.5M
Stratos Wealth Advisors, LLC 0.62% Add +7.7% 111,291 $10.5M
GYL Financial Synergies, LLC 0.82% Reduce -1.3% 110,783 $10.5M
Fiduciary Group, LLC 1.14% Add +0.6% 110,181 $10.4M
Fisher Asset Management 0.00% Reduce -0.7% 109,915 $10.4M
Wealth Advisors of Iowa, LLC 6.22% Add +5.1% 108,402 $10.2M
Kestra Private Wealth Services, LLC 0.23% Add +6.0% 107,672 $10.2M
Diversify Advisory Services, LLC 0.60% — 106,771 $10.2M
Parallel Advisors, LLC 0.27% Reduce -7.5% 107,204 $10.1M
Novare Capital Management LLC 0.91% Reduce -38.1% 106,373 $10.0M
Demars Financial Group, LLC 4.93% Add +3.9% 105,978 $10.0M
Onyx Bridge Wealth Group LLC 1.79% Add +1389.3% 104,477 $10.0M
Old National Bancorp 0.23% Reduce -10.4% 104,886 $9.9M
Clarity Financial LLC 1.52% Add +0.6% 103,957 $9.8M
Falcon Wealth Planning 1.55% Reduce -26.8% 103,444 $9.8M
Concord Investment Counsel Inc. 3.51% — 103,043 $9.7M
Vestcor Inc 0.33% No change 102,800 $9.7M
Meitav Investment House Ltd. 0.19% Reduce -68.2% 102,588 $9.7M
Capital Investment Advisors, LLC 0.23% Reduce -18.3% 102,454 $9.7M
Thomist Capital Management, LP 4.01% Reduce -40.4% 101,600 $9.6M
Sowell Financial Services LLC 0.45% Reduce -22.3% 101,474 $9.6M
Candlestick Capital Management LP 0.31% Reduce -83.3% 100,000 $9.4M
Gladstone Institutional Advisory LLC 0.52% Reduce -8.0% 99,997 $9.4M
Vickerman Investment Advisors, Inc. 3.04% Add +2.5% 99,728 $9.4M
Lyell Wealth Management, LP 0.95% Reduce -1.4% 99,426 $9.4M
Baker Avenue Asset Management, LP 0.36% Add +3.3% 99,180 $9.4M
GW Henssler & Associates Ltd. 0.55% Add +0.1% 99,088 $9.4M
Capital Insight Partners, LLC 1.74% Add +4.0% 98,635 $9.3M
Fiducient Advisors LLC 1.84% No change 98,418 $9.3M
Steele Capital Management, Inc. 0.53% Add +4.5% 98,347 $9.3M
Riggs Asset Managment Co. Inc. 2.70% Add +1.9% 98,189 $9.3M
D.A. Davidson & Co. 0.08% Reduce -4.9% 97,896 $9.2M
WESPAC Advisors SoCal, LLC 2.41% Add +10.1% 97,685 $9.2M
AlTi Global, Inc. 0.26% Reduce -9.6% 97,193 $9.2M
Oppenheimer Asset Management Inc. 0.13% Reduce -15.2% 96,654 $9.1M
UNIVEST FINANCIAL Corp 2.56% Add +8.6% 96,453 $9.1M
Cavalier Investments, LLC 3.32% Add +5.9% 96,226 $9.1M
Bryn Mawr Trust Advisors, LLC 0.51% Reduce -0.2% 96,034 $9.1M
Ethos Financial Group, LLC 1.73% Add +2.7% 95,757 $9.0M
AE Wealth Management LLC 0.10% Reduce -57.0% 95,534 $9.0M
Trilogy Capital Inc. 0.52% Add +107.1% 95,363 $9.0M
Two Sigma Investments, LP 0.02% New 94,894 $9.0M
Fagan Associates, Inc. 1.67% Reduce -0.1% 94,680 $8.9M
Concentric Capital Strategies, LP 0.57% Add +2612.1% 93,947 $8.9M
Whitcomb & Hess, Inc. 2.85% Add +0.0% 93,836 $8.9M
Ace Management Global Ltd. 3.26% — 93,292 $8.8M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -40.6% 92,472 $8.7M
Connectus Wealth, LLC 0.24% Reduce -2.2% 92,234 $8.7M
Financial Advocates Investment Management 0.50% Reduce -14.2% 91,836 $8.7M
Mgo One Seven LLC 0.45% Add +5.2% 91,354 $8.6M
Belpointe Asset Management LLC 0.64% Add +229.9% 90,304 $8.5M
Glenmede Trust Co. NA 0.04% Reduce -0.1% 90,021 $8.5M
EP Wealth Advisors, LLC 0.10% Reduce -3.0% 89,916 $8.5M
Cwm, LLC 0.04% Reduce -57.1% 89,689 $8.5M
Toth Financial Advisory Corp. 1.05% Add +6.2% 89,010 $8.4M
WBH Advisory Inc. 0.86% Reduce -8.4% 88,867 $8.4M
Vestor Capital, LLC 0.71% Reduce -1.6% 88,826 $8.4M
Financial Freedom, LLC 4.85% Reduce -0.4% 86,683 $8.2M
Greater Midwest Financial Group, LLC 5.12% Reduce -5.9% 86,674 $8.2M
Skylands Capital, LLC 1.13% Add +7.5% 86,525 $8.2M
Fifth Third Securities, Inc. 0.79% Reduce -3.8% 86,501 $8.2M
Fullerton Fund Management Co Ltd. 0.39% Reduce -63.1% 86,377 $8.2M
Sigma Planning Corp 0.26% Add +38.9% 86,147 $8.1M
Bar Harbor Wealth Management 0.54% Add +1.1% 86,054 $8.1M
Innealta Capital, LLC 3.42% Reduce -0.0% 85,818 $8.1M
Thomasville National Bank 0.66% Reduce -0.9% 85,531 $8.1M
SOL Capital Management CO 1.01% Reduce -0.5% 85,480 $8.1M
Neuberger Berman Group LLC 0.01% Add +438.2% 83,484 $7.9M
Founders Financial Alliance, LLC 2.36% Add +203.3% 83,432 $7.9M
Trek Financial, LLC 0.62% Reduce -26.6% 83,287 $7.9M
Global Retirement Partners, LLC 0.29% Add +8.6% 82,380 $7.8M
Algorithmic Investment Models, LLC 5.68% New 81,764 $7.7M
Buska Wealth Management, LLC 3.38% — 81,660 $7.7M
Ted Buchan & Co 4.73% Add +1.1% 81,559 $7.7M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Reduce -77.3% 16,039 $7.6M
Aft, Forsyth & Sober, LLC 2.69% No change 80,450 $7.6M
Granby Capital Management, LLC 3.69% No change 80,000 $7.6M
Biltmore Wealth Management, LLC 3.59% No change 90,030 $7.5M
Scarborough Advisors, LLC 3.46% Reduce -0.6% 79,197 $7.5M
J. Goldman & Co LP 0.34% Reduce -33.6% 79,151 $7.5M
Banco BTG Pactual S.A. 2.32% Add +807.4% 79,029 $7.5M
Ascent Wealth Partners, LLC 1.10% Add +0.7% 78,826 $7.4M
Warwick Investment Management, Inc. 1.76% No change 77,575 $7.3M
Carnegie Investment Counsel 0.23% Add +61.0% 76,925 $7.3M
Pinnacle Associates Ltd. 0.11% Reduce -6.9% 76,911 $7.3M
Bedell Frazier Investment Counselling, LLC 1.81% Add +915.6% 76,739 $7.2M
Donaldson Capital Management, LLC 0.30% Add +5.4% 75,640 $7.1M
Wedbush Securities Inc. 0.27% Reduce -8.4% 75,566 $7.1M
Northeast Financial Consultants Inc 0.35% Reduce -6.2% 75,520 $7.1M
Vontobel Holding Ltd. 0.06% Reduce -15.5% 74,942 $7.1M
Aptus Capital Advisors, LLC 0.15% Add +1900.5% 74,920 $7.1M
Investors Asset Management of Georgia Inc. /Ga/ 3.32% Add +5.2% 74,551 $7.0M
Estate Counselors, LLC 0.80% Reduce -1.7% 74,370 $7.0M
Matrix Private Capital Group LLC 4.75% Reduce -0.9% 74,314 $7.0M
Vectors Research Management, LLC 1.98% Add +536.0% 74,273 $7.0M
Commerce Bank 0.05% Reduce -14.4% 73,841 $7.0M
Perennial Investment Advisors, LLC 1.06% Reduce -9.0% 73,525 $6.9M
Cadence Wealth Management LLC 7.06% Reduce -0.8% 72,755 $6.9M
Edmond DE Rothschild Holding S.A. 0.12% Add +57824.0% 72,405 $6.8M
Krilogy Financial LLC 0.52% Add +0.2% 72,383 $6.8M
Stillwater Capital Advisors, LLC 1.00% Add +37.7% 71,819 $6.8M
Mirador Capital Partners LP 1.29% Add +5.1% 71,776 $6.8M
Western Wealth Management, LLC 0.53% Add +25.1% 71,529 $6.8M
Courier Capital LLC 0.49% Add +0.9% 71,467 $6.7M
Evolution Wealth Advisors, LLC 1.29% Add +2.6% 71,370 $6.7M
Hollow Brook Wealth Management LLC 2.49% Add +9.1% 71,331 $6.7M
Steward Partners Investment Solutions, LLC 1.13% Reduce -59.6% 71,160 $6.7M
Evergreen Capital Management LLC 0.25% Reduce -20.1% 70,988 $6.7M
IMZ Advisory Inc 3.44% Reduce -3.5% 70,647 $6.7M
EHP Funds Inc. 4.60% Reduce -45.9% 70,500 $6.7M
Winthrop Advisory Group LLC 0.96% Add +1.4% 70,463 $6.7M
Act Wealth Management, LLC 3.35% Add +4.5% 70,332 $6.6M
Capital Advisors, Ltd. LLC 0.86% Add +1.7% 70,273 $6.6M
Parsons Capital Management Inc. 0.45% Add +2.5% 70,150 $6.6M
Clearline Capital LP 0.65% New 70,069 $6.6M
Visionary Wealth Advisors 0.45% Reduce -32.9% 70,060 $6.6M
Lido Advisors, LLC 0.06% Reduce -6.3% 68,993 $6.5M
Financial Guidance Group, Inc. 4.23% Add +0.7% 68,974 $6.5M
Balentine LLC 0.19% Reduce -6.8% 68,567 $6.5M
Ashton Thomas Private Wealth, LLC 0.37% Reduce -35.6% 68,407 $6.5M
Almanack Investment Partners, LLC. 1.09% Add +9.6% 67,853 $6.4M
Capital Advisors Wealth Management, LLC 1.32% Add +8.2% 67,504 $6.4M
Valmark Advisers, Inc. 0.11% Add +4.6% 67,273 $6.4M
Summit Rock Advisors, LP 2.03% Reduce -86.4% 67,100 $6.3M
Investors Research Corp 1.48% Reduce -4.9% 66,970 $6.3M
Proquility Private Wealth Partners, LLC 2.16% Add +11.3% 66,904 $6.3M
Park Avenue Securities LLC 0.08% Add +36.7% 66,627 $6.3M
Jupiter Wealth Management LLC 3.31% Reduce -6.1% 67,243 $6.3M
DAVENPORT & Co LLC 0.04% Add +3.4% 66,207 $6.3M
Snowden Capital Advisors LLC 0.20% Add +4.3% 66,169 $6.2M
Second Half Financial Partners, LLC 2.77% New 66,006 $6.2M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -12.9% 65,899 $6.2M
King Wealth Management Group 1.09% Add +2.0% 65,785 $6.2M
Phoenix Financial Ltd. 0.09% Reduce -68.8% 65,772 $6.2M
IFP Advisors, Inc 0.27% Reduce -22.7% 65,787 $6.2M
One River Asset Management, LLC 1.93% Reduce -27.7% 65,093 $6.1M
Arkadios Wealth Advisors 0.48% Add +55.0% 64,999 $6.1M
Blue Trust, Inc. 0.09% Add +70.0% 64,827 $6.1M
Ami Investment Management Inc. 2.22% Reduce -11.9% 64,716 $6.1M
TD Waterhouse Canada Inc. 0.05% Add +10.8% 58,708 $6.1M
Y-Intercept (Hong Kong) Ltd 0.45% Add +1864.0% 63,770 $6.0M
Crumly & Associates Inc. 1.57% Reduce -4.4% 63,406 $6.0M
GDS Wealth Management 0.70% Add +13.2% 63,381 $6.0M
Principal Securities, Inc. 0.19% Reduce -5.3% 63,257 $6.0M
One Plus One Wealth Management, LLC 3.42% Reduce -0.3% 63,251 $6.0M
Asset Allocation Strategies LLC 2.11% Add +3.1% 63,155 $6.0M
Focus Financial Network, Inc. 0.29% — 63,360 $5.9M
Eudaimonia Partners, LLC 1.41% Add +12.2% 62,909 $5.9M
Menlo Advisors LLC 3.39% Add +0.4% 62,729 $5.9M
Mutual Advisors, LLC 0.19% Reduce -28.4% 62,677 $5.9M
M&T Bank Corp 0.02% Reduce -8.6% 62,399 $5.9M
Wealthspire Advisors, LLC 0.08% Reduce -23.6% 62,016 $5.9M
Lake Hills Wealth Management, LLC 5.27% Add +109.3% 62,011 $5.9M
CreativeOne Wealth, LLC 0.23% Add +49.2% 61,964 $5.8M
Venture Visionary Partners LLC 0.28% Add +31.9% 61,551 $5.8M
WealthCare Investment Partners, LLC 2.75% Reduce -4.0% 60,289 $5.7M
BW Gestao de Investimentos Ltda. 0.51% New 60,000 $5.7M
Three Seasons Wealth, LLC 3.96% Add +25.1% 58,670 $5.7M
Zurich Insurance Group Ltd 0.05% Reduce -1.6% 57,930 $5.6M
Crescent Grove Advisors, LLC 0.59% Add +5.9% 59,601 $5.6M
Lincoln National Corp. 0.09% Reduce -6.0% 59,490 $5.6M
Harbour Investments, Inc. 0.20% Add +28.9% 59,443 $5.6M
Prudential PLC 0.05% Add +332.5% 59,420 $5.6M
BigSur Wealth Management LLC 1.73% Add +7.0% 58,472 $5.5M
Pekin Hardy Strauss, Inc. 0.76% Reduce -3.3% 58,318 $5.5M
United Capital Financial Advisors, LLC 0.04% Reduce -11.7% 57,752 $5.5M
Keystone Financial Group 0.80% Add +1.3% 57,657 $5.4M
Orion Porfolio Solutions, LLC 0.06% Reduce -11.6% 57,290 $5.4M
Orion Portfolio Solutions, LLC 0.06% Reduce -11.6% 57,290 $5.4M
West Family Investments, Inc. 1.67% No change 57,000 $5.4M
Cypress Capital Group 0.64% Add +29.5% 56,953 $5.4M
Wealthcare Advisory Partners LLC 0.18% Reduce -16.1% 56,871 $5.4M
High Note Wealth, LLC 1.74% Add +8.2% 56,637 $5.3M
Graypoint LLC 0.39% Reduce -47.4% 56,504 $5.3M
Associated Banc-Corp 0.17% Reduce -0.0% 56,455 $5.3M
IHT Wealth Management, LLC 0.21% Reduce -41.9% 56,277 $5.3M
J.W. Cole Advisors, Inc. 0.27% Add +20.0% 55,619 $5.3M
Segment Wealth Management, LLC 0.40% Add +23.1% 55,516 $5.2M
Summit Financial, LLC 0.31% Add +79.8% 55,504 $5.2M
Great Valley Advisor Group, Inc. 0.16% Reduce -4.7% 55,452 $5.2M
Private Wealth Advisors, LLC 2.19% Reduce -6.3% 55,435 $5.2M
HMS Capital Management, LLC 2.85% Reduce -9.0% 54,457 $5.1M
Van Eck Associates Corp. 0.01% Reduce -29.0% 54,401 $5.1M
AlphaMark Advisors, LLC 1.81% Add +14.7% 54,364 $5.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% Reduce -29.4% 54,217 $5.1M
Banco Santander, S.A. 0.06% Reduce -22.1% 53,943 $5.1M
Camelot Technology Advisors, Inc. 4.72% Add +0.8% 53,892 $5.1M
Innova Wealth Partners 3.85% Add +4.4% 52,769 $5.0M
Leicht Financial Planning & Wealth Management, Inc. 2.72% Add +0.2% 52,652 $5.0M
Great Lakes Advisors, LLC 0.04% Reduce -3.1% 52,589 $5.0M
Roundview Capital LLC 0.40% Add +5.6% 52,427 $4.9M
Tamar Securities, LLC 0.84% Reduce -10.4% 52,422 $4.9M
Prospera Financial Services Inc 0.15% Reduce -41.8% 52,350 $4.9M
Jane Street Group, LLC 0.01% Reduce -96.6% 52,315 $4.9M
Van Strum & Towne Inc. 1.80% Reduce -1.8% 52,167 $4.9M
Csenge Advisory Group 0.27% Add +86.0% 51,948 $4.9M
Salomon & Ludwin, LLC 0.42% Add +4.2% 51,524 $4.9M
Transcend Capital Advisors, LLC 0.39% Add +27.6% 51,753 $4.9M
Boothbay Fund Management, LLC 0.15% Reduce -71.2% 51,700 $4.9M
Apollon Wealth Management, LLC 0.15% Reduce -16.4% 51,485 $4.9M
Fortis Group Advisors, LLC 0.89% Add +446.6% 51,357 $4.8M
Leonard Rickey Investment Advisors P.L.L.C. 1.25% Add +1877.2% 51,327 $4.8M
Axxcess Wealth Management, LLC 0.14% Add +23.7% 51,070 $4.8M
Eagle Strategies LLC 1.06% Add +1522.8% 50,582 $4.8M
Atlantic Private Wealth, LLC 3.96% Add +0.2% 50,437 $4.8M
Ameraudi Asset Management, Inc. 2.21% Reduce -0.4% 50,224 $4.7M
Matrix Trust Co 1.07% Add +11.0% 50,154 $4.7M
Townsquare Capital LLC 0.07% Reduce -1.4% 50,079 $4.7M
MMBG Investment Advisors Co. 0.49% No change 49,345 $4.7M
Herbst Group, LLC 2.88% Reduce -5.3% 49,345 $4.7M
Magnus Financial Group LLC 0.55% Reduce -9.3% 49,136 $4.6M
Ironwood Wealth Management, Inc. 2.42% Add +0.6% 47,330 $4.6M
Journey Strategic Wealth LLC 0.20% Add +1510.2% 48,935 $4.6M
Insigneo Advisory Services, LLC 0.54% Reduce -8.0% 48,385 $4.6M
Bleakley Financial Group, LLC 0.13% Reduce -0.8% 48,048 $4.5M
Edge Capital Group, LLC 0.22% Add +1228.3% 47,767 $4.5M
Certified Advisory Corp 0.63% Reduce -7.1% 47,646 $4.5M
Canton Hathaway, LLC 1.21% Add +30.3% 47,584 $4.5M
B&D White Capital Company, LLC 1.00% Reduce -8.2% 47,579 $4.5M
Boston Research & Management Inc. 1.10% Add +0.1% 47,091 $4.4M
Synovus Financial Corp. 0.06% Reduce -17.0% 47,010 $4.4M
Hall Capital Management Co. Inc. 2.18% Add +2.6% 46,864 $4.4M
North Star Asset Management Inc. 0.21% Reduce -1.2% 46,392 $4.4M
NewEdge Wealth, LLC 0.10% Reduce -56.5% 47,226 $4.4M
TBH Global Asset Management, LLC 0.87% Reduce -11.5% 46,196 $4.4M
Virtu Financial LLC 0.33% Add +15.7% 46,123 $4.4M
Simplicity Wealth,LLC 0.10% New 46,076 $4.4M
Lombard Odier Asset Management (USA) Corp 0.64% Reduce -73.5% 46,000 $4.3M
Centaurus Financial, Inc. 0.30% Reduce -5.5% 45,675 $4.3M
Jump Financial, LLC 0.12% Reduce -70.3% 45,621 $4.3M
Sigma Investment Counselors Inc. 0.27% Reduce -1.1% 45,177 $4.3M
Rothschild Capital Partners, LLC 1.23% No change 44,883 $4.2M
Johnson Investment Counsel Inc. 0.05% Reduce -23.9% 44,755 $4.2M
Regis Management CO LLC 1.28% Add +0.6% 44,605 $4.2M
Theory Financial LLC 2.14% Add +4.2% 44,514 $4.2M
Corecam Pte. Ltd. 3.88% Add +29.0% 44,500 $4.2M
UMB Bank, n.a. 0.07% Add +43.3% 44,478 $4.2M
LYNX Capital Group Ltd. 2.83% Reduce -2.1% 44,471 $4.2M
Intrepid Financial Planning Group LLC 1.80% Reduce -6.5% 44,107 $4.2M
5th Street Advisors, LLC 2.36% New 44,103 $4.2M
Regal Investment Advisors LLC 0.28% Add +16.0% 44,040 $4.2M
Concourse Financial Group Securities, Inc. 0.27% Reduce -12.6% 43,780 $4.1M
Anderson Hoagland & Co. 0.46% Add +964.6% 42,254 $4.1M
Van Leeuwen & Company, LLC 2.09% Add +23.7% 43,657 $4.1M
Vaughan David Investments LLC 0.10% Reduce -0.1% 43,551 $4.1M
One Wealth Map LLC 2.71% Reduce -12.9% 42,981 $4.1M
Jmac Enterprises LLC 0.76% Add +17.7% 43,216 $4.1M
Flagship Harbor Advisors, LLC 0.26% Reduce -0.2% 42,958 $4.1M
Investment Advisory Services Inc. /TX 1.48% Reduce -6.1% 42,759 $4.0M
Founders Financial Securities LLC 0.42% Add +32.4% 42,748 $4.0M
Fiduciary Trust Co 0.06% Reduce -1.5% 42,584 $4.0M
FOCUS Wealth Advisors, LLC 2.15% Add +19.0% 42,535 $4.0M
Dynamic Advisor Solutions LLC 0.14% Reduce -14.6% 42,465 $4.0M
Pettinga Financial Advisors LLC 1.02% Reduce -6.3% 42,402 $4.0M
Allred Capital Management, LLC 1.56% Add +30.5% 42,378 $4.0M
Moulton Wealth Management, Inc. 4.15% New 41,890 $4.0M
Global Wealth Strategies & Associates 1.48% Add +4.6% 41,768 $3.9M
PFG Advisors 0.29% Reduce -54.4% 41,748 $3.9M
Pettyjohn, Wood & White, Inc. 0.78% Add +0.4% 41,700 $3.9M
Eudaimonia Advisors LLC 2.06% Add +14.4% 41,014 $3.9M
Continental Advisors LLC 3.06% Reduce -4.7% 41,000 $3.9M
Blue Investment Partners LLC 2.01% New 40,880 $3.9M
Bray Capital Advisors 0.97% Add +0.7% 40,638 $3.8M
Robertson Stephens Wealth Management, LLC 0.21% Add +15.5% 40,510 $3.8M
Regions Financial Corp. 0.03% Reduce -16.0% 40,138 $3.8M
Ayalon Insurance Comp Ltd. 1.26% Reduce -32.8% 40,106 $3.8M
BOS Asset Management, LLC 1.98% Add +9.6% 40,014 $3.8M
Kentucky Farm Bureau Mutual Insurance Co 0.89% No change 40,000 $3.8M
Sequoia Financial Advisors, LLC 0.05% Add +1.8% 39,889 $3.8M
Centiva Capital, LP 0.23% Add +13.8% 39,752 $3.8M
First National Trust Co 0.15% Reduce -23.9% 39,633 $3.7M
Grove Bank & Trust 0.63% Add +20.7% 39,562 $3.7M
NWF Advisory Services Inc. 0.62% Add +888.3% 39,333 $3.7M
Confluence Investment Management LLC 0.05% Add +3.0% 39,024 $3.7M
Allworth Financial LP 0.03% Reduce -8.7% 38,931 $3.7M
Stevard, LLC 3.31% No change 38,885 $3.7M
Kovack Advisors, Inc. 0.44% Add +10.5% 38,372 $3.6M
Regis Acquisition Inc. 2.20% Reduce -2.1% 38,297 $3.6M
Rye Brook Capital LLC 2.11% Add +3.2% 38,200 $3.6M
Affinity Capital Advisors, LLC 0.80% Add +44.0% 37,880 $3.6M
Orange Investment Advisors, Inc. 0.43% Reduce -3.9% 37,843 $3.6M
First Merchants Corp. 0.27% Reduce -1.9% 37,660 $3.6M
Stephens Inc. 0.05% Reduce -1.4% 37,469 $3.5M
Nwam LLC 0.29% Add +8.4% 37,884 $3.5M
First Financial Bank - Trust Division 0.34% Add +6.2% 37,374 $3.5M
Sweet Financial Partners, LLC 0.81% Add +0.8% 37,189 $3.5M
CWA Asset Management Group, LLC 0.21% Add +2.6% 37,143 $3.5M
Security Financial Services, INC. 0.79% New 36,957 $3.5M
McGuire Investment Group, LLC 0.51% New 36,946 $3.5M
American Money Management, LLC 0.73% Reduce -3.1% 36,920 $3.5M
Deutsche Bank AG 0.00% Reduce -53.8% 36,737 $3.5M
Dumont & Blake Investment Advisors LLC 1.00% Add +2.5% 36,691 $3.5M
Asset Management Group, Inc. 0.52% Add +1.7% 36,594 $3.5M
Econ Financial Services Corp 2.14% Add +10.1% 36,590 $3.5M
Vivid Wealth Management, LLC 2.16% Add +1.3% 36,587 $3.5M
Provident Co of the Employees of the Hebrew University LTD 3.66% — 36,508 $3.4M
Ensign Peak Advisors, Inc 0.01% Add +31.8% 36,461 $3.4M
Financial Sense Advisors, Inc. 1.22% Reduce -5.0% 36,416 $3.4M
Creative Financial Designs Inc. 0.33% Add +1.8% 36,415 $3.4M
Northstar Advisory Group, LLC 2.08% Add +109.4% 36,385 $3.4M
Herold Advisors, Inc. 0.83% Add +0.8% 36,348 $3.4M
Blue Door Asset Management, LLC 2.32% Reduce -21.6% 36,300 $3.4M
Premier Path Wealth Partners, LLC 0.64% Add +12.1% 36,268 $3.4M
Eaton Financial Holdings Company, LLC 1.77% New 36,191 $3.4M
Spectrum Wealth Counsel, LLC 0.42% Reduce -37.2% 36,026 $3.4M
Rockland Trust Co. 0.18% Reduce -0.4% 35,919 $3.4M
M3 Advisory Group, LLC 3.07% Add +11.1% 35,918 $3.4M
WASHINGTON TRUST Co 0.12% Reduce -1.3% 35,618 $3.4M
Farmers & Merchants Trust Co of Chambersburg PA 1.38% Add +4.7% 35,550 $3.4M
United Bank 1.70% Reduce -2.1% 35,426 $3.3M
Prime Capital Investment Advisors, LLC 0.05% Add +9.3% 35,399 $3.3M
Focus Partners Wealth 0.03% Add +4.0% 35,143 $3.3M
Winthrop Capital Management, LLC 1.53% Add +1.0% 35,132 $3.3M
Old Second National Bank of Aurora 0.86% Reduce -1.1% 34,905 $3.3M
Ausdal Financial Partners, Inc. 0.38% Add +1.6% 34,852 $3.3M
Willis Johnson & Associates, Inc. 0.29% Reduce -12.1% 34,809 $3.3M
First Horizon Advisors, Inc. 0.10% Reduce -1.0% 34,682 $3.3M
M Holdings Securities, Inc. 0.55% Reduce -3.8% 34,659 $3.3M
Meeder Asset Management Inc. 0.21% Add +5.9% 34,447 $3.3M
Verde Servicos Internacionais S.A. 1.23% New 34,400 $3.2M
Valicenti Advisory Services Inc. 0.90% Add +8.8% 34,400 $3.2M
CENTRAL TRUST Co 0.08% Reduce -4.2% 34,304 $3.2M
Cape Cod Five Cents Savings Bank 0.31% Reduce -3.6% 34,130 $3.2M
Joseph P. Lucia & Associates, LLC 1.72% Add +34.0% 34,082 $3.2M
Lowe Brockenbrough & Co. Inc. 0.22% Reduce -1.4% 33,992 $3.2M
Source Financial Advisors LLC 0.97% Reduce -1.2% 33,914 $3.2M
Ellerson Group Inc. 2.42% Reduce -5.8% 33,573 $3.2M
Petix & Botte Co 0.79% Reduce -50.0% 33,538 $3.2M
Bay Rivers Group 1.74% Reduce -2.9% 33,527 $3.2M
Beacon Financial Group 0.36% Reduce -2.1% 33,513 $3.2M
Astor Investment Management LLC 1.26% Add +20.3% 33,513 $3.2M
Atom Investors LP 0.40% Add +48.2% 33,343 $3.1M
Guggenheim Capital LLC 0.02% No change 33,251 $3.1M
Pine Valley Investments Ltd Liability Co 0.24% Reduce -6.0% 33,133 $3.1M
Capital Wealth Alliance, LLC 1.84% Add +1.0% 33,020 $3.1M
Graham Capital Management, L.P. 0.16% Add +144.4% 33,000 $3.1M
Simmons Bank 0.23% Add +9.4% 32,968 $3.1M
Schonfeld Strategic Advisors LLC 0.02% Reduce -25.3% 32,894 $3.1M
Beaumont Asset Management, L.L.C. 2.04% Add +21.9% 32,500 $3.1M
SteelPeak Wealth, LLC 0.16% Add +5.0% 32,490 $3.1M
Private Portfolio Partners LLC 0.64% Add +1.0% 32,343 $3.1M
Avondale Wealth Management 2.13% Reduce -2.3% 32,175 $3.0M
Pinnacle Financial Partners Inc 0.07% Reduce -2.7% 32,031 $3.0M
Long Run Wealth Advisors, LLC 0.79% Add +5.6% 31,968 $3.0M
Starfox Financial Services, LLC 2.55% Add +11.3% 31,594 $3.0M
Cutler Group LLC / CA 1.52% Reduce -10.7% 31,857 $3.0M
LifePlan Financial, LLC 2.75% Reduce -4.4% 31,734 $3.0M
Silverleafe Capital Partners, LLC 1.22% Reduce -45.5% 31,596 $3.0M
Strategies Wealth Advisors, LLC 0.46% Reduce -38.3% 31,529 $3.0M
Ancora Advisors LLC 0.07% Reduce -6.3% 31,075 $2.9M
Beck Capital Management, LLC 0.84% Reduce -0.9% 31,074 $2.9M
Community Bank, N.A. 0.38% Add +0.4% 30,687 $2.9M
Embree Financial Group 0.57% Reduce -18.1% 30,670 $2.9M
Main Management LLC 0.24% Add +57.1% 30,231 $2.9M
Spirepoint Private Client, LLC 0.43% — 30,211 $2.9M
Independent Wealth Network Inc. 1.34% Add +0.2% 30,167 $2.8M
Ewa, LLC 1.28% New 30,348 $2.8M
Koshinski Asset Management, Inc. 0.29% Add +12.3% 30,159 $2.8M
McIntyre Freedman & Flynn Investment Advisers Inc. 2.07% No change 30,150 $2.8M
Channel Wealth LLC 1.14% Add +24.0% 30,134 $2.8M
Wellington Shields Capital Management, LLC 0.54% Add +19.2% 30,124 $2.8M
Game Plan Financial Advisors, LLC 1.64% Add +580.5% 30,112 $2.8M
Mesirow Financial Investment Management, Inc. 0.06% Add +14.0% 30,066 $2.8M
Zullo Investment Group, Inc. 1.33% Add +4.1% 30,000 $2.8M
MBB Public Markets I LLC 0.18% Reduce -66.7% 30,000 $2.8M
Alpha Cubed Investments, LLC 0.15% Reduce -7.1% 29,979 $2.8M
Chicago Wealth Management, Inc. 1.68% Reduce -55.4% 29,965 $2.8M
IFG Advisory, LLC 0.21% Reduce -44.8% 29,901 $2.8M
Waldron Private Wealth LLC 0.13% Add +45.5% 29,761 $2.8M
Lake Street Advisors Group, LLC 0.13% Reduce -1.6% 29,728 $2.8M
Knollwood Investment Advisory, LLC 0.51% No change 29,720 $2.8M
Consolidated Capital Management, LLC 1.34% Reduce -1.6% 29,627 $2.8M
Tritonpoint Wealth, LLC 0.29% Add +8.7% 36,202 $2.8M
Per Stirling Capital Management, LLC. 0.46% Add +63.2% 29,188 $2.8M
Trust Co. of Oklahoma 0.97% Reduce -2.3% 28,957 $2.7M
Institute for Wealth Management, LLC. 0.35% Add +5.3% 28,942 $2.7M
Sutton Place Investors LLC 1.35% Reduce -1.5% 28,907 $2.7M
Jaffetilchin Investment Partners, LLC 0.24% Reduce -0.9% 28,535 $2.7M
Stockman Wealth Management, Inc. 0.47% Add +13.4% 28,381 $2.7M
Raymond James Trust N.A. 0.06% Reduce -8.5% 28,282 $2.7M
Saxon Interests, Inc. 1.27% Add +1.0% 28,203 $2.7M
Colonial River Investments, LLC 1.49% Reduce -22.2% 28,014 $2.6M
Massachusetts Wealth Management 1.86% Add +13.8% 27,996 $2.6M
Perigon Wealth Management, LLC 0.08% Reduce -7.0% 27,958 $2.6M
Transamerica Financial Advisors, LLC 0.27% Reduce -4.4% 27,952 $2.6M
CIBC Private Wealth Group LLC 0.01% Reduce -23.7% 27,726 $2.6M
EPG Wealth Management LLC 0.65% Reduce -0.3% 27,924 $2.6M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +12.2% 27,899 $2.6M
United Asset Strategies, Inc. 0.26% Reduce -19.1% 27,889 $2.6M
Bokf, NA 0.05% Reduce -11.5% 27,619 $2.6M
SWS Partners 0.78% Reduce -7.7% 27,719 $2.6M
Cary Street Partners Investment Advisory LLC 0.11% Add +30.8% 27,697 $2.6M
Birch Hill Investment Advisors LLC 0.13% Add +3.0% 27,630 $2.6M
D. Scott Neal, Inc. 1.69% Add +4.8% 27,431 $2.6M
Brookstone Capital Management 0.05% Reduce -17.5% 27,319 $2.6M
Intellectus Partners, LLC 0.68% Add +1.9% 27,290 $2.6M
Caxton Associates LP 0.17% New 27,159 $2.6M
Midwest Financial Group LLC 1.72% Add +8.3% 27,148 $2.6M
First Business Financial Services, Inc. 0.27% No change 27,122 $2.6M
Dai-ichi Life Holdings, Inc. 3.14% — 27,100 $2.6M
Ieq Capital, LLC 0.04% Reduce -28.8% 27,085 $2.6M
Kingsview Wealth Management, LLC 0.06% Add +39.2% 26,958 $2.5M
Oliver Lagore Vanvalin Investment Group 0.76% Add +30.6% 26,908 $2.5M
Flow Traders U.S. LLC 0.14% New 26,907 $2.5M
IPG Investment Advisors LLC 0.55% Reduce -21.7% 26,817 $2.5M
Global Strategic Investment Solutions, LLC 0.29% Add +0.3% 26,698 $2.5M
Jennison Associates LLC 0.00% Add +31.7% 26,673 $2.5M
Ameliora Wealth Management Ltd. 1.14% Reduce -0.5% 26,652 $2.5M
Nations Financial Group Inc, /Ia/ 0.21% Add +0.6% 26,431 $2.5M
JBR Co Financial Management Inc 1.98% Reduce -14.2% 26,327 $2.5M
RFG Advisory, LLC 0.08% Add +18.8% 26,013 $2.5M
Burns J W & Co. Inc. 0.34% Reduce -6.2% 25,844 $2.4M
PFG Investments, LLC 0.15% Add +149.0% 25,761 $2.4M
BNC Wealth Management, LLC 1.04% Add +65.2% 25,743 $2.4M
Pallas Capital Advisors LLC 0.10% Add +9.8% 25,640 $2.4M
Venturi Wealth Management, LLC 0.15% Reduce -33.6% 25,528 $2.4M
Bienville Capital Management, LLC 0.73% No change 25,323 $2.4M
Seascape Capital Management 0.89% Add +45.8% 25,277 $2.4M
Wesbanco Bank Inc. 0.09% Add +176.0% 25,217 $2.4M
Quest Investment Management LLC 0.27% Reduce -0.4% 25,164 $2.4M
SPC Financial, Inc. 0.22% Add +6.3% 25,110 $2.4M
Caption Management, LLC 0.26% New 25,000 $2.4M
Trust Co 0.31% Reduce -2.3% 24,810 $2.3M
German American Bancorp, Inc. 0.28% Add +8.7% 24,736 $2.3M
Freedom Investment Management, Inc. 0.19% Reduce -5.7% 24,676 $2.3M
Federation des caisses Desjardins du Quebec 0.02% Add +16.8% 24,522 $2.3M
Genesee Capital Advisors, LLC 1.27% Reduce -4.3% 24,496 $2.3M
Colton Groome Financial Advisors, LLC 0.93% Add +12.8% 24,414 $2.3M
PCG Wealth Advisors, LLC 1.09% Reduce -5.3% 24,350 $2.3M
Hilltop Holdings Inc. 0.25% Add +162.0% 24,207 $2.3M
Cornerstone Wealth Management, LLC 0.18% Add +5.4% 24,188 $2.3M
Boltwood Capital Management 0.71% Reduce -0.7% 24,141 $2.3M
Lowe Wealth Advisors, LLC 1.06% Add +0.1% 24,030 $2.3M
Financial Counselors Inc. 0.04% Add +0.9% 23,919 $2.3M
Ellis Investment Partners, LLC 0.49% Reduce -8.2% 23,863 $2.3M
Forbes Financial Planning, Inc. 1.93% Reduce -3.3% 23,799 $2.2M
Whitford Management LLC 1.26% No change 23,700 $2.2M
Sykon Capital LLC 0.81% New 23,690 $2.2M
Personal Cfo Solutions, LLC 0.35% Add +53.9% 23,650 $2.2M
Kellett Wealth Advisors, LLC 1.54% Add +47.4% 23,506 $2.2M
Money Concepts Capital Corp. 0.20% Add +29.3% 23,254 $2.2M
Sowa Financial Group, Inc. 1.77% No change 25,821 $2.2M
International Assets Investment Management, LLC 0.22% Reduce -6.0% 22,565 $2.1M
Buckingham Strategic Wealth, LLC 0.02% Reduce -2.4% 22,700 $2.1M
Cedar Wealth Management, LLC 0.70% Add +2.7% 22,640 $2.1M
Arete Wealth Advisors, LLC 0.20% Add +84.1% 22,637 $2.1M
Castle Rock Wealth Management, LLC 0.58% Reduce -16.7% 23,051 $2.1M
Glass Jacobson Investment Advisors llc 0.79% Reduce -3.3% 22,334 $2.1M
Chevy Chase Trust Holdings, LLC 0.01% Add +7.4% 22,332 $2.1M
Secure Asset Management, LLC 0.49% Reduce -41.5% 22,263 $2.1M
Camarda Financial Advisors, LLC 0.85% Reduce -1.5% 22,238 $2.1M
CenterStar Asset Management, LLC 4.34% Add +105.6% 22,211 $2.1M
First Nebraska Trust Co 0.22% Add +0.8% 22,188 $2.1M
Contravisory Investment Management, Inc. 0.46% Reduce -0.7% 22,130 $2.1M
Advisor Resource Council 0.88% Reduce -85.6% 24,854 $2.1M
Nwi Management LP 0.28% No change 22,000 $2.1M
First National Corp. /Ma/ 0.51% Reduce -0.1% 24,661 $2.1M
Bison Wealth, LLC 0.34% Reduce -3.1% 21,866 $2.1M
Atlas Capital Advisors Inc. 0.32% Reduce -8.9% 21,802 $2.1M
Thoroughbred Financial Services, LLC 0.20% Reduce -17.0% 21,804 $2.1M
Realta Investment Advisors 0.42% Add +19.4% 21,694 $2.0M
Mission Wealth Management, LP 0.05% Add +4.3% 21,606 $2.0M
Polymer Capital Management (HK) LTD 0.51% Add +49.0% 21,600 $2.0M
Independence Bank of Kentucky 0.61% Reduce -2.2% 21,570 $2.0M
Cinctive Capital Management LP 0.10% New 21,461 $2.0M
Terra Nova Asset Management LLC 1.60% Add +1.5% 21,331 $2.0M
Fulton Bank, N.A. 0.08% Reduce -4.6% 21,305 $2.0M
X-Square Capital, LLC 0.95% Reduce -26.9% 21,358 $2.0M
TCV Trust & Wealth Management, Inc. 0.19% Reduce -2.4% 21,283 $2.0M
Patten & Patten Inc. 0.14% Add +14.4% 21,208 $2.0M
Retirement Planning Group, LLC 0.15% New 21,205 $2.0M
Fernwood Investment Management, LLC 0.58% Add +5.4% 21,181 $2.0M
Fidelis Capital Partners, LLC 0.30% Add +12.7% 21,041 $2.0M
Bank of New Hampshire 0.52% Reduce -2.4% 20,841 $2.0M
Titleist Asset Management, LLC 0.34% Add +29.3% 20,822 $2.0M
Purus Wealth Management, LLC 0.96% Reduce -2.8% 20,664 $2.0M
Farmers Trust Co. 0.39% Add +0.9% 20,635 $1.9M
BlueCrest Capital Management Ltd 0.97% Reduce -55.3% 20,472 $1.9M
Valeo Financial Advisors, LLC 0.07% Reduce -0.7% 20,091 $1.9M
Quantinno Capital Management LP 0.04% Add +111.0% 20,459 $1.9M
Bluespring Wealth Management, LLC 0.21% Reduce -1.7% 20,351 $1.9M
Harbor Investment Advisory, LLC 0.20% Add +0.0% 20,301 $1.9M
Sandy Spring Bank 0.09% Add +1.1% 20,292 $1.9M
Family Firm, Inc. 0.47% Reduce -1.4% 20,283 $1.9M
Evernest Financial Advisors, LLC 0.90% Reduce -16.0% 20,100 $1.9M
SouthState Bank Corp 0.15% Reduce -1.3% 20,067 $1.9M
Vista Investment Partners LLC 0.65% New 19,878 $1.9M
Abbrea Capital, LLC 0.25% Reduce -0.9% 19,847 $1.9M
E&G Advisors, LLC 0.59% Add +0.6% 19,822 $1.9M
Private Capital Management, LLC 0.21% Add +3.1% 19,693 $1.9M
Rockport Wealth LLC 1.24% — 19,566 $1.9M
Strategic Financial Concepts, LLC 0.45% Add +44.3% 19,633 $1.9M
SMART Wealth LLC 0.84% Reduce -3.3% 19,627 $1.9M
Evercore Wealth Management, LLC 0.03% Reduce -60.9% 19,530 $1.8M
Credit Agricole S A 0.03% Reduce -81.8% 19,637 $1.8M
Hollencrest Capital Management 0.08% Add +0.1% 19,454 $1.8M
Level Four Advisory Services, LLC 0.10% No change 21,772 $1.8M
Martin & Co. Inc. 0.44% Reduce -1.7% 19,286 $1.8M
Granite Harbor Advisors, Inc. 1.24% Reduce -1.1% 19,249 $1.8M
Clear Rock Advisors, LLC 0.79% No change 19,200 $1.8M
Joel Isaacson & Co., LLC 0.10% Add +12.2% 19,137 $1.8M
Lake Street Private Wealth, LLC 0.25% Reduce -4.3% 18,892 $1.8M
Becker Capital Management Inc. 0.06% Add +0.0% 18,867 $1.8M
Audent Global Asset Management, LLC 1.82% Add +10.9% 18,812 $1.8M
Panoramic Investment Advisors, LLC 1.31% Add +5.9% 18,780 $1.8M
AMG National Trust Bank 0.05% Reduce -0.1% 18,762 $1.8M
OneDigital Investment Advisors LLC 0.03% Add +0.6% 18,755 $1.8M
Advisors Management Group Inc. 0.44% Add +26.9% 18,745 $1.8M
Balboa Wealth Partners 0.56% Reduce -33.4% 18,704 $1.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.21% Add +20.4% 18,688 $1.8M
Elevation Point Wealth Partners, LLC 0.14% Reduce -42.5% 18,639 $1.8M
Wealth Advisory Solutions, LLC 0.46% Add +21.0% 18,609 $1.8M
Edgestream Partners, L.P. 0.09% Reduce -43.2% 18,548 $1.8M
Family Asset Management, LLC 1.10% Reduce -19.1% 18,528 $1.7M
Sabal Trust CO 0.10% Add +0.5% 18,382 $1.7M
ETF Store, Inc. 0.99% Add +19.6% 18,342 $1.7M
Claro Advisors Inc. 0.30% Reduce -28.2% 18,294 $1.7M
Triumph Capital Management 0.70% Reduce -20.6% 18,048 $1.7M
SpiderRock Advisors, LLC 0.06% — 18,739 $1.7M
Baldwin Wealth Partners LLC 0.13% Reduce -12.2% 18,033 $1.7M
Cannell & Spears LLC 0.04% No change 18,000 $1.7M
GPS Wealth Strategies Group, LLC 0.28% Reduce -13.8% 17,986 $1.7M
Tsfg, LLC 0.43% Reduce -32.6% 17,878 $1.7M
Morton Community Bank 0.48% Reduce -9.9% 17,794 $1.7M
Monetary Management Group Inc. 0.47% Reduce -0.1% 17,755 $1.7M
Jackson Hole Capital Partners, LLC 0.38% Reduce -1.2% 17,529 $1.7M
Avior Wealth Management, LLC 0.08% Add +142.2% 17,513 $1.6M
Smith, Moore & Co. 0.17% Add +1.2% 17,355 $1.6M
Butensky & Cohen Financial Security, Inc. 0.51% Add +1.3% 17,201 $1.6M
Spectrum Strategic Capital Management, LLC 1.24% Add +10.9% 17,193 $1.6M
Northwest Capital Management Inc 0.52% Reduce -1.1% 17,162 $1.6M
Okabena Investment Services Inc. 0.53% Reduce -0.9% 16,997 $1.6M
180 Wealth Advisors, LLC 0.29% Add +0.4% 16,893 $1.6M
Clarus Wealth Advisors 0.90% Add +2.2% 16,276 $1.6M
Avidian Wealth Enterprises, LLC 0.09% Reduce -13.1% 16,858 $1.6M
Freestone Capital Holdings, LLC 0.06% Reduce -7.6% 16,849 $1.6M
Wintrust Investments LLC 0.14% Add +16.8% 16,840 $1.6M
JFS Wealth Advisors, LLC 0.13% Add +65.5% 16,840 $1.6M
Glen Eagle Advisors, LLC 0.30% Reduce -3.5% 16,723 $1.6M
Apexium Financial, LP 0.12% Reduce -10.5% 16,635 $1.6M
Dana Investment Advisors, Inc. 0.05% Reduce -12.1% 16,575 $1.6M
Sharper & Granite LLC 0.76% Add +0.5% 15,942 $1.6M
Intrua Financial, LLC 0.24% Add +78.8% 16,509 $1.6M
Pictet North America Advisors SA 0.17% Reduce -16.1% 16,507 $1.6M
First American Bank 0.12% Reduce -11.3% 16,437 $1.6M
Journey Advisory Group, LLC 0.19% Add +0.9% 16,436 $1.6M
Financial Partners Group, LLC 0.60% Add +1.4% 16,423 $1.6M
RPg Family Wealth Advisory, LLC 0.49% Add +1.2% 16,275 $1.5M
Bright Futures Wealth Management, LLC. 0.83% — 16,887 $1.5M
Dorsey & Whitney Trust CO LLC 0.10% Add +9.3% 16,200 $1.5M
Cooksen Wealth, LLC 1.59% Add +10.9% 16,172 $1.5M
WJ Wealth Management, LLC 0.61% Reduce -4.7% 16,113 $1.5M
Stamos Capital Partners, L.P. 0.34% Reduce -0.4% 16,060 $1.5M
Eagle Global Advisors LLC 0.09% Reduce -68.0% 16,040 $1.5M
Castellan Group 0.77% Reduce -0.0% 16,015 $1.5M
Summit Financial Group, Inc. 0.54% Add +3.0% 15,995 $1.5M
Marion Wealth Management 0.45% Add +0.0% 15,991 $1.5M
Resurgent Financial Advisors LLC 0.81% Add +181.7% 15,875 $1.5M
GeoWealth Management, LLC 0.06% Reduce -18.1% 15,865 $1.5M
Windsor Advisory Group, LLC 4.21% Reduce -28.2% 15,824 $1.5M
Interactive Financial Advisors, Inc. 0.82% Add +26.9% 15,802 $1.5M
TRUE Private Wealth Advisors 0.17% Add +2.5% 15,793 $1.5M
Nelson Capital Management, LLC 0.28% Reduce -0.2% 15,713 $1.5M
Bfsg, LLC 0.20% Add +0.9% 15,713 $1.5M
Signature Wealth Management Partners, LLC 1.21% Add +2.8% 15,692 $1.5M
Vigilare Wealth Management 0.73% Add +186.8% 15,656 $1.5M
Worth Asset Management, LLC 0.91% New 15,617 $1.5M
FNY Investment Advisers, LLC 0.90% Add +261.6% 15,550 $1.5M
Archford Capital Strategies, LLC 0.25% Add +0.5% 15,526 $1.5M
Choreo, LLC 0.04% Reduce -36.1% 15,526 $1.5M
Foundations Investment Advisors, LLC 0.04% Reduce -64.1% 15,462 $1.5M
Legacy PCG, LLC 0.92% Add +8.6% 15,449 $1.5M
Teamwork Financial Advisors, LLC 0.22% Reduce -9.6% 15,441 $1.5M
Maltin Wealth Management, Inc. 0.82% Add +1.6% 15,409 $1.5M
Essex LLC 0.33% Add +5.3% 15,385 $1.5M
Tiaa Trust, National Association 0.00% Add +33.5% 15,374 $1.5M
Country Club Bank 0.10% Reduce -1.3% 15,300 $1.4M
Kraft, Davis & Associates, LLC 0.43% Reduce -8.3% 15,463 $1.4M
Peoples Bank 1.13% Reduce -1.1% 15,251 $1.4M
TD Private Client Wealth LLC 0.05% Reduce -5.2% 15,075 $1.4M
AQR Capital Management 0.00% Reduce -20.2% 15,016 $1.4M
Huntington National Bank 0.02% Reduce -8.4% 14,987 $1.4M
Covey Capital Advisors, LLC 1.71% Reduce -11.0% 14,975 $1.4M
St. Johns Investment Management Company, LLC 0.68% Add +0.9% 14,910 $1.4M
St. Louis Financial Planners Asset Management, LLC 1.26% Reduce -15.5% 14,410 $1.4M
Essex Financial Services, Inc. 0.13% Add +23.8% 14,811 $1.4M
HBW Advisory Services LLC 0.26% No change 16,646 $1.4M
Jacobi Capital Management LLC 0.13% Add +5.7% 14,567 $1.4M
Chicago Partners Investment Group LLC 0.06% Add +5.4% 14,294 $1.4M
Susquehanna International Securities, Ltd. 0.55% Reduce -3.3% 14,500 $1.4M
Collaborative Wealth Managment Inc. 0.68% Add +20.3% 14,427 $1.4M
Forza Wealth Management, LLC 0.70% No change 14,350 $1.4M
Good Life Advisors, LLC 0.12% Reduce -6.6% 14,307 $1.4M
Fca Corp. 0.44% Add +5.1% 14,295 $1.3M
Watts Gwilliam & Co., LLC 0.42% — 14,379 $1.3M
Cadinha & Co. LLC 0.23% Reduce -14.6% 14,267 $1.3M
Sterling Investment Counsel, LLC 0.62% Add +8.9% 14,243 $1.3M
Modern Wealth Management, LLC 0.12% Add +329.0% 14,222 $1.3M
Sax Wealth Advisors, LLC 0.16% Add +12.1% 14,221 $1.3M
Measured Wealth Private Client Group, LLC 0.47% Add +47.4% 14,160 $1.3M
Strategy Asset Managers LLC 0.28% Add +0.9% 14,096 $1.3M
Birchcreek Wealth Management, LLC 0.70% Add +3.8% 14,076 $1.3M
Rothschild Investment LLC 0.10% Add +15.2% 14,039 $1.3M
Diversified, LLC 0.18% Reduce -1.0% 14,033 $1.3M
Tradewinds Capital Management, LLC 0.37% Reduce -95.6% 14,031 $1.3M
BLB&B Advisors, LLC 0.07% Add +1.4% 13,976 $1.3M
Kapstone Financial Advisors LLC 0.90% Reduce -6.3% 13,967 $1.3M
Capital Investment Counsel, Inc 0.23% No change 13,930 $1.3M
Callan Capital, LLC 0.12% Reduce -4.9% 13,920 $1.3M
Two Sigma Securities, LLC 0.06% Reduce -63.2% 13,910 $1.3M
Verus Capital Partners, LLC 0.15% Reduce -6.1% 13,909 $1.3M
NBT Bank, N.A. 0.10% Reduce -2.0% 13,901 $1.3M
Guardian Asset Advisors, LLC 1.09% Reduce -4.0% 13,850 $1.3M
FineMark National Bank & Trust 0.05% Add +35.7% 13,786 $1.3M
Cardiff Park Advisors, LLC 0.12% Add +0.1% 13,763 $1.3M
Laurel Wealth Advisors LLC 0.22% Add +3.5% 13,764 $1.3M
Boston Financial Mangement LLC 0.04% Add +3.8% 13,750 $1.3M
Steel Grove Capital Advisors, LLC 0.17% Add +0.7% 13,741 $1.3M
Mechanics Bank Trust Department 0.19% Reduce -3.3% 13,721 $1.3M
Schechter Investment Advisors, LLC 0.10% Add +41.1% 13,630 $1.3M
Acropolis Investment Management, LLC 0.08% Reduce -2.1% 13,555 $1.3M
Cladis Investment Advisory, LLC 0.94% Add +12.9% 13,545 $1.3M
Wakefield Asset Management LLLP 0.44% New 13,433 $1.3M
River Wealth Advisors LLC 0.18% Add +0.0% 13,417 $1.3M
Chesapeake Wealth Management 0.46% Reduce -0.2% 13,414 $1.3M
Washburn Capital Management, Inc. 0.93% Reduce -16.5% 13,361 $1.3M
Narus Financial Partners, LLC 0.54% Reduce -3.6% 13,343 $1.3M
Montag A & Associates Inc. 0.06% Reduce -3.6% 13,305 $1.3M
MA Private Wealth 0.25% Reduce -28.3% 13,302 $1.3M
Joule Financial, LLC 0.52% Add +8.8% 13,263 $1.3M
Palisade Asset Management, LLC 0.12% Add +0.6% 13,232 $1.2M
Greenline Partners, LLC 0.20% Reduce -0.0% 13,199 $1.2M
Wellington Management Group LLP 0.00% Reduce -93.8% 13,185 $1.2M
Banque Pictet & Cie SA 0.01% No change 13,172 $1.2M
BOK Financial Private Wealth, Inc. 0.09% Reduce -6.8% 13,118 $1.2M
Capital Investment Advisory Services, LLC 0.13% Add +7.5% 13,045 $1.2M
Soltis Investment Advisors LLC 0.14% Reduce -18.3% 13,042 $1.2M
Moors & Cabot, Inc. 0.07% Add +13.3% 13,019 $1.2M
Pinkerton Wealth, LLC 0.20% Add +66.8% 12,997 $1.2M
Natixis Advisors, LLC 0.00% Add +28.0% 12,985 $1.2M
Tidemark, LLC 0.68% Add +23.4% 12,983 $1.2M
Flagstar Securities, Inc. 0.34% Reduce -3.6% 12,978 $1.2M
StoneX Group Inc. 0.11% Add +2.1% 12,945 $1.2M
Private Wealth Group, LLC 0.63% No change 12,867 $1.2M
New York State Common Retirement Fund 0.00% Add +12.7% 12,865 $1.2M
Eagle Capital Management, LLC 0.55% Reduce -16.1% 12,853 $1.2M
Laidlaw Wealth Management LLC 0.68% Reduce -13.4% 12,847 $1.2M
Retirement Income Solutions, Inc. 0.27% Add +0.8% 12,839 $1.2M
Peddock Capital Advisors, LLC 0.32% Add +3.1% 12,825 $1.2M
City Center Advisors, LLC 1.42% — 12,773 $1.2M
Vident Advisory, LLC 0.03% No change 12,758 $1.2M
Peak Planning Group, LLC 0.75% Reduce -28.0% 12,689 $1.2M
Narwhal Capital Management 0.12% Add +18.8% 12,654 $1.2M
New York Life Investment Management LLC 0.01% Add +85.6% 12,574 $1.2M
Mayfair Advisory Group, LLC 0.86% Add +5.9% 12,547 $1.2M
L. Roy Papp & Associates, LLP 0.14% Add +4.4% 12,537 $1.2M
CX Institutional 0.06% Add +158.6% 12,482 $1.2M
Certuity, LLC 0.10% Reduce -1.2% 12,389 $1.2M
Betterment LLC 0.00% Add +2.8% 12,355 $1.2M
FAS Wealth Partners, Inc. 0.10% Reduce -0.4% 12,285 $1.2M
Disciplina Capital Management LLC 0.20% Reduce -7.2% 12,260 $1.2M
Wilson & Boucher Capital Management, LLC 0.91% Reduce -1.2% 12,250 $1.2M
Private Trust Co. NA 0.12% Add +6.6% 12,137 $1.1M
First Trust Investment Solutions L.P. 0.20% Reduce -53.3% 12,130 $1.1M
Darden Wealth Group Inc 0.90% Add +0.6% 12,129 $1.1M
EverSource Wealth Advisors, LLC 0.09% Add +38.6% 12,213 $1.1M
Salem Investment Counselors Inc. 0.04% Reduce -0.6% 12,090 $1.1M
W.H. Cornerstone Investments Inc. 0.82% Reduce -0.4% 12,065 $1.1M
Basso Capital Management, L.P. 1.07% Add +45.1% 12,056 $1.1M
RMR Wealth Builders 0.14% Reduce -2.9% 12,039 $1.1M
1834 Investment Advisors Co. 0.13% Reduce -9.4% 11,933 $1.1M
Symphony Financial, Ltd. Co. 0.26% Reduce -5.3% 11,896 $1.1M
Tyler-Stone Wealth Management 0.50% Reduce -0.2% 11,866 $1.1M
LifePro Asset Management 0.74% Add +3.3% 11,833 $1.1M
Providence First Trust Co 0.48% Reduce -2.1% 11,828 $1.1M
CRA Financial Services, LLC 0.24% Add +11.7% 11,825 $1.1M
Parcion Private Wealth LLC 0.10% Reduce -2.0% 11,824 $1.1M
Lifeworks Advisors, LLC 0.31% Add +1.0% 11,794 $1.1M
Somerset Group LLC 1.04% Reduce -19.1% 11,767 $1.1M
First Manhattan Co. Llc. 0.00% Reduce -2.0% 11,705 $1.1M
Corsair Capital Management, L.P. 0.31% Reduce -47.1% 11,705 $1.1M
Y.D. More Investments Ltd 0.20% No change 11,662 $1.1M
Menard Financial Group LLC 0.92% New 11,627 $1.1M
Highland Capital Management, LLC 0.06% Add +63.8% 11,590 $1.1M
White Pine Capital LLC 0.42% Reduce -3.2% 11,690 $1.1M
Householder Group Estate & Retirement Specialist, LLC 0.32% Reduce -40.7% 11,555 $1.1M
AdvisorShares Investments LLC 0.20% New 11,500 $1.1M
Interchange Capital Partners, LLC 0.73% Add +4.0% 11,457 $1.1M
Peak Asset Management, LLC 0.21% No change 11,488 $1.1M
Lindbrook Capital, LLC 0.10% No change 11,455 $1.1M
High Net Worth Advisory Group LLC 0.34% No change 11,414 $1.1M
LPWM LLC 0.39% Add +2.0% 10,936 $1.1M
Windsor Capital Management, LLC 0.33% Add +2.5% 11,324 $1.1M
Fermata Advisors, LLC 0.24% Reduce -0.6% 11,283 $1.1M
Clear Creek Financial Management, LLC 0.14% Add +110.8% 11,278 $1.1M
Quadcap Wealth Management, LLC 0.24% Reduce -10.0% 11,246 $1.1M
Aurora Private Wealth, Inc. 0.92% Add +2.3% 11,155 $1.1M
Smithbridge Asset Management Inc. 0.22% Reduce -0.2% 11,221 $1.1M
L.M. Kohn & Company 0.30% Add +28.8% 11,210 $1.1M
Stonebridge Financial Planning Group, LLC 0.56% Reduce -18.9% 11,159 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.17% Reduce -4.4% 11,145 $1.1M
Mitchell McLeod Pugh & Williams Inc. 0.25% Reduce -0.4% 11,123 $1.1M
Opinicus Capital, Inc. 0.93% Add +6.3% 11,119 $1.0M
Oxinas Partners, LLC 0.68% Add +8.0% 11,097 $1.0M
HCR Wealth Advisors 0.16% Add +9.9% 11,089 $1.0M
Apollon Financial, LLC 0.36% Reduce -5.0% 11,089 $1.0M
Bailard, Inc. 0.03% Reduce -14.2% 11,087 $1.0M
ICA Group Wealth Management, LLC 0.21% Add +28.9% 11,072 $1.0M
Haverford Trust Co 0.01% No change 10,998 $1.0M
FFG Partners, LLC 0.45% Add +2.9% 10,988 $1.0M
Bradley Foster & Sargent Inc. 0.02% Add +0.0% 10,964 $1.0M
Capital Market Strategies LLC 0.79% Reduce -2.7% 10,907 $1.0M
Spreng Capital Management, Inc. 0.56% Add +0.0% 10,906 $1.0M
Smith Chas P & Associates Pa Cpas 0.06% New 10,905 $1.0M
Carmichael Hill & Associates, Inc. 0.42% Reduce -3.9% 10,898 $1.0M
MBL Wealth, LLC 0.12% Reduce -2.1% 10,884 $1.0M
Stock Yards Bank & Trust Co. 0.03% Add +2.7% 10,835 $1.0M
Diligent Investors, LLC 0.26% Add +2.4% 10,822 $1.0M
Florida Trust Wealth Management Co 0.03% Reduce -40.2% 10,815 $1.0M
McAdam, LLC 0.07% Reduce -13.9% 10,805 $1.0M
Strategic Advisors LLC 0.20% No change 10,776 $1.0M
Ballew Advisors, Inc 0.70% Reduce -0.5% 10,379 $1.0M
Hoylecohen, LLC 0.08% Add +1.0% 10,750 $1.0M
Procyon Advisors, LLC 0.08% Reduce -15.4% 10,718 $1.0M
USAdvisors Wealth Management, LLC 0.38% Reduce -2.0% 10,815 $1.0M
Peoples Financial Services Corp. 0.44% Reduce -0.7% 10,684 $1.0M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.42% Reduce -0.6% 10,367 $1.0M
Columbus Macro, LLC 0.38% New 10,597 $1.0M
Wealth Effects LLC 0.37% Reduce -1.0% 10,595 $1.0M
Leo Wealth, LLC 0.10% Reduce -0.4% 10,569 $998K
Towercrest Capital Management 0.17% Reduce -1.0% 10,553 $996K
Elevated Capital Advisors, LLC 0.28% Add +52.4% 10,532 $994K
Castleview Partners, LLC 0.55% Add +41.4% 10,405 $982K
SeaCrest Wealth Management, LLC 0.12% Add +4.9% 10,400 $982K
C2C Wealth Management, LLC 0.97% Reduce -2.1% 10,400 $982K
Objective Capital Management, LLC 0.66% Add +7.0% 10,397 $982K
Lazari Capital Management, Inc. 0.53% Reduce -0.5% 10,369 $979K
Aberdeen Wealth Management LLC 0.57% No change 10,355 $978K
Fiera Capital Corp 0.00% No change 10,349 $977K
Cowa, LLC 0.57% Reduce -21.3% 10,323 $975K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -6.1% 10,321 $975K
HB Wealth Management, LLC 0.01% Reduce -10.6% 10,192 $962K
TrueWealth Advisors, LLC 0.37% Reduce -5.3% 10,136 $957K
Goelzer Investment Management, Inc. 0.05% Reduce -1.9% 10,103 $954K
Caprock Group, LLC 0.05% Reduce -65.9% 10,101 $954K
Bluefin Capital Management, LLC 0.24% Add +236.7% 10,100 $954K
JSF Financial, LLC 0.30% Add +12.6% 10,094 $953K
Court Place Advisors, LLC 0.31% Reduce -1.9% 10,060 $950K
Donald L. Hagan, LLC 0.50% Reduce -19.4% 10,022 $946K
Shay Capital LLC 0.28% New 10,000 $944K
Bricktown Capital, LLC 0.19% Reduce -90.9% 10,000 $944K
Point72 Asset Management 0.00% No change 10,000 $944K
Ridgepath Capital Management LLC 1.06% New 9,999 $944K
Powell Investment Advisors, LLC 0.50% Add +0.5% 9,960 $940K
Hartline Investment Corp./ 0.16% New 9,910 $936K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.16% Reduce -7.8% 9,910 $936K
Mathes Company, Inc. 0.35% Reduce -2.9% 9,900 $935K
Caldwell Sutter Capital, Inc. 0.45% No change 9,883 $933K
Main Street Financial Solutions, LLC 0.10% Reduce -14.4% 9,820 $927K
Keel Point, LLC 0.10% Add +8.9% 9,816 $927K
Proffitt & Goodson Inc. 0.16% Reduce -1.1% 9,815 $927K
Westside Investment Management, Inc. 0.22% Add +40.8% 9,805 $926K
Angeles Wealth Management, LLC 0.09% Reduce -1.5% 9,805 $926K
Avitas Wealth Management LLC 0.14% Reduce -1.9% 9,748 $920K
Kelleher Financial Advisors 0.38% Reduce -5.5% 9,710 $917K
waypoint wealth counsel 0.71% No change 9,697 $915K
Weaver Consulting Group 0.34% Reduce -1.2% 9,662 $912K
Stolper Co 0.33% Add +5.9% 9,647 $911K
Nvwm, LLC 0.25% Reduce -10.5% 9,623 $909K
Mma Asset Management LLC 0.43% Reduce -3.8% 9,745 $907K
First Citizens Bank & Trust Co. 0.02% Add +0.1% 9,583 $905K
Community Trust & Investment Co. 0.06% No change 9,521 $899K
Wedmont Private Capital 0.07% Add +0.3% 9,215 $898K
Principle Wealth Partners LLC 0.07% No change 9,492 $896K
Moloney Securities Asset Management, LLC 0.14% Reduce -4.2% 9,453 $892K
Cahill Financial Advisors Inc. 0.12% Reduce -16.8% 9,451 $892K
Mission Creek Capital Partners, Inc. 0.23% Reduce -2.8% 9,433 $891K
Redwood Financial Network Corp 0.77% Add +13.1% 9,343 $882K
Sierra Capital LLC 0.12% Reduce -28.3% 9,337 $882K
Milestone Asset Management, LLC 0.25% Add +179.7% 9,335 $881K
Summit Financial Wealth Advisors, LLC 0.18% Add +49.5% 9,332 $881K
Pavion Blue Capital, LLC 0.44% Reduce -6.8% 9,327 $881K
MontVue Capital Management, Inc. 0.78% Reduce -3.1% 9,311 $879K
Summit Securities Group LLC 0.40% New 9,300 $878K
Wealthstar Advisors, LLC 0.30% Reduce -5.0% 9,279 $876K
Mayflower Financial Advisors, LLC 0.15% Reduce -6.1% 9,225 $871K
Woodmont Investment Counsel LLC 0.07% No change 9,181 $867K
Optiver Holding B.V. 0.04% Reduce -83.8% 9,173 $866K
Benjamin Edwards Inc. 0.17% Reduce -20.8% 9,139 $863K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -47.0% 9,115 $861K
Client 1ST Advisory Group, LLC 0.39% Reduce -9.7% 9,113 $860K
O'shaughnessy Asset Management, LLC 0.01% Reduce -24.4% 9,104 $860K
Smith Anglin Financial, LLC 0.09% Add +6.3% 9,101 $859K
Meridian Investment Counsel Inc. 0.29% Add +1.1% 9,099 $859K
GLOBALT Investments LLC / GA 0.03% Reduce -5.7% 9,092 $858K
Pathway Financial Advisors LLC 0.23% Reduce -1.3% 9,046 $854K
Parkside Financial Bank & Trust 0.14% Add +0.0% 9,039 $853K
Investment Partners, LTD. 0.39% Add +0.1% 9,028 $852K
Whittier Trust Co. 0.01% Reduce -3.8% 8,961 $846K
Moneco Advisors, LLC 0.13% Reduce -0.5% 8,914 $842K
HBK Sorce Advisory LLC 0.03% Add +38.7% 8,852 $836K
Cozad Asset Management Inc. 0.09% Add +3.8% 8,773 $828K
Agate Pass Investment Management, LLC 0.44% Reduce -1.2% 8,770 $828K
Lanark Financial, Inc. 0.08% Reduce -6.7% 8,710 $822K
Citizens Financial Group Inc. 0.03% Reduce -29.2% 8,705 $822K
Clayton Financial Group LLC 0.37% New 8,698 $821K
Marex Group Ltd 0.03% Reduce -30.9% 8,650 $817K
&partners 0.11% Add +42.6% 8,638 $816K
Burford Brothers, Inc. 0.53% Reduce -3.0% 8,609 $813K
Resources Management Corp. /CT/ 0.12% Reduce -5.0% 8,562 $808K
Empower Advisory Group, LLC 0.00% Reduce -1.2% 8,541 $806K
Menora Mivtachim Holdings LTD. 0.01% Reduce -98.5% 8,500 $802K
KMG Fiduciary Partners, LLC 0.08% Add +1.6% 8,444 $797K
Van Den Berg Management I, Inc. 0.23% Reduce -7.4% 8,440 $797K
Nicholas Hoffman & Company, LLC. 0.04% Reduce -26.4% 8,414 $794K
Waverly Advisors, LLC 0.02% Add +28.8% 8,404 $793K
Cadence Bank 0.06% No change 8,390 $792K
Berger Financial Group, Inc 0.07% Add +28.4% 8,374 $791K
Brendel Financial Advisors LLC 0.90% Add +5.5% 8,358 $789K
Zimmermann Investment Management & Planning LLC 0.28% Reduce -34.4% 8,357 $789K
Executive Wealth Management, LLC 0.07% Reduce -32.2% 8,291 $789K
Capital Asset Advisory Services LLC 0.05% Reduce -16.1% 8,030 $788K
1ST Source Bank 0.05% No change 8,329 $786K
Marco Investment Management LLC 0.07% No change 8,327 $786K
Wellington Wealth Strategies, LLC. 0.37% Reduce -46.7% 8,320 $785K
Element Pointe Advisors, LLC 0.20% Reduce -68.0% 8,294 $783K
Ignite Planners, LLC 0.22% Add +11.9% 8,232 $783K
CPC Advisors, LLC 0.13% Reduce -1.6% 8,213 $775K
Accordant Advisory Group Inc 0.58% — 8,210 $775K
Quattro Financial Advisors LLC 0.22% Add +9541.7% 8,099 $765K
Hudson Value Partners, LLC 0.32% Add +0.1% 8,050 $760K
Florida Financial Advisors, LLC 0.56% Add +75.3% 8,046 $760K
Beacon Financial Advisory LLC 0.37% Reduce -9.1% 8,022 $757K
VPR Management LLC 0.21% No change 8,000 $755K
YHB Investment Advisors, Inc. 0.07% Add +1.4% 7,943 $750K
Kanawha Capital Management LLC 0.06% Reduce -0.6% 7,933 $749K
KG Capital Management 0.30% Add +0.3% 7,925 $748K
Solstein Capital, LLC 0.52% Reduce -0.7% 7,897 $746K
Retirement Group, LLC 0.27% Reduce -56.0% 7,891 $745K
National Philanthropic Trust 0.02% Reduce -56.3% 7,877 $744K
Lunt Capital Management, Inc. 0.37% New 7,873 $743K
Worth Financial Advisory Group, LLC 0.51% Reduce -1.6% 7,852 $741K
Sovereign Financial Group, Inc. 0.20% Add +13.5% 7,849 $741K
Garden State Investment Advisory Services LLC 0.27% Reduce -3.3% 7,788 $738K
Gries Financial LLC 0.12% No change 7,814 $738K
Greenwich Wealth Management LLC 0.06% Reduce -1.9% 7,807 $737K
Spinnaker Trust 0.05% No change 7,803 $737K
Northwest Financial Advisors 0.80% Add +0.3% 7,692 $726K
Circle Wealth Management, LLC 0.02% Add +0.3% 7,680 $725K
Verdence Capital Advisors LLC 0.07% Add +3.7% 7,619 $719K
Treynor Bancshares, Inc. 0.42% Reduce -56.8% 7,611 $719K
American National Bank & Trust 0.09% Add +137.6% 7,590 $717K
Quadrant Private Wealth Management, LLC 0.18% Reduce -0.0% 7,587 $716K
Imprint Wealth LLC 0.17% Add +82.5% 7,522 $715K
Brighton Jones LLC 0.03% Add +13.9% 7,574 $715K
BNP Paribas 0.03% — 7,574 $715K
Lodestar Private Asset Management LLC 0.10% Add +1.3% 7,552 $713K
Mason & Associates Inc 0.19% Reduce -3.2% 7,485 $707K
Empire Financial Management Company, LLC 0.23% Reduce -25.1% 7,470 $705K
Webster Bank, N. A. 0.08% Reduce -13.2% 7,439 $702K
Focus Partners Advisor Solutions, LLC 0.02% New 7,422 $701K
Beaumont Financial Advisors, LLC 0.06% Reduce -21.9% 7,410 $700K
Brown Miller Wealth Management, LLC 0.31% Add +7.3% 7,380 $697K
Cary Street Partners Asset Management LLC 0.11% Reduce -20.6% 7,380 $697K
SYM FINANCIAL Corp 0.11% Reduce -18.1% 7,354 $694K
Telos Capital Management, Inc. 0.08% New 7,351 $694K
Afg Fiduciary Services Limited Partnership 0.51% Add +0.1% 7,115 $694K
Edge Wealth Management LLC 0.14% Reduce -33.9% 7,298 $689K
Kingswood Wealth Advisors, LLC 0.08% Reduce -2.9% 7,283 $688K
Brick & Kyle, Associates 0.31% Reduce -0.7% 7,075 $687K
Financial & Tax Architects, LLC 0.19% Reduce -15.8% 7,266 $686K
Clearstead Advisors, LLC 0.03% Reduce -5.5% 7,315 $685K
Granite FO LLC 0.40% Reduce -24.4% 7,616 $684K
Schmidt P J Investment Management Inc. 0.13% Reduce -8.4% 7,217 $681K
Beacon Bridge Wealth Partners, LLC 0.32% Add +42.0% 7,168 $677K
Bank of Stockton 0.21% Reduce -0.7% 7,166 $677K
LaSalle St. Investment Advisors, LLC 0.38% Add +0.0% 7,381 $676K
McKinley Carter Wealth Services, Inc. 0.05% Reduce -1.5% 7,158 $676K
FWL Investment Management, LLC 0.37% Reduce -17.3% 7,121 $672K
ARS Investment Partners, LLC 0.07% Reduce -0.4% 7,113 $672K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -12.4% 7,102 $671K
Comprehensive Wealth Management, LLC 0.52% Add +8.8% 7,097 $670K
Sheaff Brock Investment Advisors, LLC 0.05% Add +1.7% 7,086 $669K
Horizon Financial Services, LLC 0.43% Add +74.3% 7,077 $668K
Signaturefd, LLC 0.01% Add +18.5% 7,060 $667K
Denver Wealth Management, Inc. 0.34% Reduce -31.2% 7,049 $666K
Galvin, Gaustad & Stein, LLC 0.06% No change 7,045 $665K
Insight Advisors, LLC/ PA 0.13% Reduce -6.6% 7,021 $663K
Private Advisory Group LLC 0.09% Reduce -57.4% 7,021 $663K
HUB Investment Partners, LLC 0.04% Reduce -4.4% 7,019 $663K
Cooper Financial Group 0.11% Reduce -2.1% 6,986 $660K
Pinnacle Wealth Planning Services, Inc. 0.10% No change 6,973 $658K
Advisors Capital Management, LLC 0.01% Reduce -7.8% 6,966 $658K
SignalPoint Asset Management, LLC 0.18% Add +2.6% 7,031 $657K
WESPAC Advisors, LLC 0.38% Add +4.3% 6,952 $656K
Bank Pictet & Cie (Europe) AG 0.02% New 6,950 $656K
Northwest Bancshares, Inc. 0.10% Reduce -17.1% 6,939 $655K
Sunbelt Securities, Inc. 0.07% Reduce -37.9% 6,901 $651K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% New 6,887 $650K
NorthRock Partners, LLC 0.02% Add +1.7% 6,868 $648K
Compound Planning, Inc. 0.06% Reduce -28.4% 6,824 $644K
Sloy Dahl & Holst, LLC 0.15% Add +4.7% 6,759 $638K
WealthBridge Capital Management, LLC 0.21% Add +1.3% 6,677 $630K
Fort Point Capital Partners LLC 0.09% Reduce -1.8% 6,664 $629K
Centric Wealth Management 0.20% Add +89.9% 6,716 $628K
Hexagon Capital Partners LLC 0.14% Add +5.0% 6,579 $621K
Andina Capital Management, LLC 0.48% Add +8.9% 6,554 $619K
Glenview Trust Co 0.01% Reduce -70.2% 6,551 $618K
Bank of Marin 0.54% Reduce -5.4% 6,520 $616K
Everett Harris & Co. 0.01% Add +1.2% 6,495 $613K
Arax Advisory Partners 0.06% Add +296.2% 6,482 $612K
Waterloo Capital, L.P. 0.08% Add +58.6% 6,477 $611K
Towerpoint Wealth, LLC 0.31% Add +24.1% 6,469 $611K
Guyasuta Investment Advisors Inc. 0.04% No change 7,276 $610K
WealthPLAN Partners, LLC 0.06% Reduce -2.3% 6,417 $606K
Strategic Blueprint, LLC 0.04% Reduce -31.9% 6,411 $605K
Dynamic Wealth Strategies, LLC 0.52% Reduce -7.8% 6,382 $603K
GM Advisory Group, LLC 0.04% Add +123.0% 6,376 $602K
RPG Investment Advisory, LLC 0.09% Reduce -1.8% 6,372 $602K
Berkshire Asset Management LLC 0.03% No change 6,371 $601K
Sound View Wealth Advisors Group, LLC 0.06% Reduce -14.4% 6,354 $600K
Gallagher Fiduciary Advisors, LLC 0.02% Add +2.4% 6,349 $599K
Annex Advisory Services, LLC 0.02% Reduce -37.2% 6,349 $599K
North Star Investment Management Corp. 0.04% Add +64.5% 6,307 $595K
Ifrah Financial Services, Inc. 0.17% Add +1.9% 6,307 $595K
Quantbot Technologies LP 0.03% Reduce -78.0% 6,304 $595K
American Institute for Advanced Investment Management, LLP 0.47% Add +0.2% 6,301 $595K
Intrinsic Value Partners, LLC 0.63% New 6,300 $595K
Hara Capital LLC 0.36% Add +114.2% 6,297 $595K
Norden Group LLC 0.12% New 6,295 $594K
9258 Wealth Management, LLC 0.09% No change 6,281 $593K
CHICAGO TRUST Co NA 0.12% Add +0.3% 6,272 $592K
Tandem Wealth Advisors LLC 0.32% Reduce -20.9% 6,258 $591K
Sageworth Trust Co 0.04% No change 6,252 $590K
Naples Global Advisors, LLC 0.06% Add +10.7% 6,246 $590K
ProVise Management Group, LLC 0.05% Reduce -15.9% 6,233 $588K
Capital Investment Counsel, LLC 0.13% Reduce -3.5% 6,198 $585K
SVB Wealth LLC 0.01% Reduce -12.1% 6,183 $584K
Financial Management Network Inc. 0.15% Reduce -7.5% 5,990 $581K
Cornerstone Planning Group LLC 0.18% Add +3.0% 6,270 $580K
Seelaus Asset Management LLC 0.59% Add +4.2% 6,139 $580K
Hanover Advisors Inc. 0.24% Add +16.6% 6,124 $578K
First National Bank of Hutchinson 0.39% Add +5.3% 6,117 $578K
Redhawk Wealth Advisors, Inc. 0.09% Reduce -53.5% 6,114 $577K
Strait & Sound Wealth Management LLC 0.32% Reduce -2.1% 5,883 $575K
Adirondack Trust Co. 0.24% Add +26.4% 6,085 $574K
Institutional & Family Asset Management, LLC 0.09% No change 6,084 $574K
Neville Rodie & Shaw Inc. 0.04% No change 6,075 $574K
Vertex Planning Partners, LLC 0.16% Add +23.4% 6,058 $572K
Darwin Wealth Management, LLC 0.16% New 6,030 $569K
Rovin Capital /Ut/ 0.23% Reduce -3.8% 6,024 $569K
Ulland Investment Advisors, LLC 0.46% Reduce -32.8% 6,015 $568K
Cedar Brook Financial Partners, LLC 0.11% Add +0.7% 5,993 $566K
Obermeyer Wealth Partners 0.03% No change 5,975 $564K
Williams Jones Wealth Management, LLC. 0.01% Reduce -0.6% 5,914 $558K
RiverGlades Family Offices LLC 0.44% Reduce -9.9% 5,883 $555K
Next Level Private LLC 0.25% New 5,879 $555K
Welch Group, LLC 0.03% Add +12.5% 5,876 $555K
AdvisorNet Financial, Inc 0.05% Reduce -3.9% 5,849 $552K
Blackston Financial Advisory Group, LLC 0.37% Reduce -24.4% 5,847 $552K
Southland Equity Partners LLC 0.15% Add +7.3% 5,847 $552K
Finivi Inc. 0.50% Reduce -6.8% 5,842 $551K
Selective Wealth Management, Inc. 0.24% New 5,630 $551K
Quotient Wealth Partners, LLC 0.02% Reduce -5.8% 5,829 $550K
Capital Management Associates 0.65% Add +15.6% 5,820 $549K
REDW Wealth LLC 0.15% Reduce -8.8% 5,800 $548K
Signet Financial Management, LLC 0.07% Reduce -66.0% 5,757 $543K
Financial Engines Advisors L.L.C. 0.00% New 5,747 $543K
FRG Family Wealth Advisors LLC 0.11% No change 5,800 $542K
Tradition Wealth Management, LLC 0.05% Reduce -3.7% 5,726 $541K
Mirabaud & Cie SA 0.19% No change 5,720 $540K
Sequent Asset Management, LLC 0.28% Add +0.1% 5,697 $538K
Coordinated Financial Services, Inc. 0.48% — 5,698 $538K
National Wealth Management Group, LLC 0.42% Reduce -6.8% 5,694 $538K
One Charles Private Wealth Services, LLC 0.23% Reduce -15.8% 5,680 $536K
Sage Mountain Advisors LLC 0.06% Add +57.0% 5,680 $536K
Encompass More Asset Management 0.44% Reduce -2.4% 5,653 $534K
Wulff, Hansen & Co. 0.53% No change 5,650 $533K
CMT Capital Markets Trading GmbH 0.24% New 5,630 $532K
USA Financial Formulas 0.09% Reduce -10.9% 5,630 $532K
Prosperity Consulting Group, LLC 0.07% Add +113.8% 5,619 $530K
Keebeck Wealth Management 0.08% Reduce -4.2% 5,589 $528K
Gateway Wealth Partners, LLC 0.19% Reduce -18.8% 5,556 $525K
Coldstream Capital Management Inc. 0.01% Reduce -1.5% 5,498 $519K
Collective Family Office LLC 0.17% New 5,497 $519K
Compagnie Lombard Odier SCmA 0.01% Reduce -12.7% 5,490 $518K
Private Capital Management LLC 0.11% Reduce -2.6% 5,485 $518K
Modera Wealth Management, LLC 0.01% Reduce -0.1% 5,483 $518K
Argent Trust Co 0.02% Reduce -8.8% 5,483 $518K
Private Client Services, LLC 0.35% Reduce -0.2% 5,482 $518K
Disciplined Investments, LLC 0.28% No change 5,480 $517K
ERn Financial, LLC 0.09% Add +2.1% 5,456 $515K
Wealth Alliance Advisory Group, LLC 0.12% Add +17.7% 5,444 $514K
Capital Advisors Inc. 0.01% New 5,438 $513K
Wetzel Investment Advisors, Inc. 0.30% Reduce -0.6% 5,469 $513K
Allie Family Office LLC 0.30% Reduce -5.4% 5,428 $512K
Montecito Bank & Trust 0.10% Reduce -5.8% 5,411 $511K
Crewe Advisors LLC 0.06% Add +95.9% 5,396 $509K
Plimoth Trust Co. LLC 0.14% Reduce -0.2% 5,393 $509K
Greenwood Capital Associates LLC 0.07% Reduce -24.7% 5,393 $509K
Cambridge Trust Co. 0.02% Reduce -34.6% 5,378 $508K
Comprehensive Financial Consultants Institutional, Inc. 0.21% Reduce -12.7% 5,350 $505K
Laird Norton Wetherby Wealth Management, LLC 0.02% No change 5,321 $502K
Firestone Capital Management 0.14% Add +33.2% 5,311 $501K
Shepherd Financial Partners LLC 0.07% Add +14.2% 5,279 $498K
Bristlecone Advisors, LLC 0.04% Reduce -6.8% 5,230 $494K
Bruce G. Allen Investments, LLC 0.41% Reduce -2.5% 5,222 $493K
Jones Financial Companies LLLP 0.00% Add +48.6% 5,198 $491K
Spectrum Asset Management, Inc. (NB/CA) 0.21% Add +30.7% 5,190 $490K
Litman Gregory Wealth Management LLC 0.04% Add +3.0% 5,188 $490K
Rehmann Capital Advisory Group 0.04% Reduce -2.1% 5,179 $489K
Cullen/Frost Bankers, Inc. 0.01% Reduce -1.0% 5,174 $488K
Faithward Advisors, LLC 0.09% New 5,168 $488K
Lodestone Wealth Management LLC 0.25% Add +5.7% 5,148 $486K
Accurate Wealth Management, LLC 0.14% Reduce -23.9% 5,098 $484K
Banque Cantonale Vaudoise 0.02% Reduce -5.6% 5,117 $483K
Unique Wealth Strategies, LLC 0.24% New 5,112 $483K
Lantern Wealth Advisors, LLC 0.34% Reduce -5.7% 5,063 $478K
SlateStone Wealth, LLC 0.05% Reduce -3.3% 5,066 $478K
Ascent Group, LLC 0.04% New 5,062 $478K
Belmont Capital, LLC 0.13% Add +4.1% 5,057 $477K
Consolidated Portfolio Review Corp 0.13% New 5,054 $477K
Fort Sheridan Advisors LLC 0.09% Add +12.4% 5,016 $474K
Key Client Fiduciary Advisors, LLC 0.25% Add +31.4% 5,008 $473K
Fox Run Management, L.L.C. 0.10% New 5,000 $472K
Northwest Wealth Management, LLC 0.13% Add +0.0% 4,980 $470K
Coastline Trust Co 0.06% New 4,952 $468K
City Holding Co. 0.07% Reduce -1.0% 4,939 $466K
Debussy Capital Management LP 0.14% Add +1.3% 4,959 $465K
OMNI 360 Wealth, Inc. 0.38% Add +14.3% 4,926 $465K
Acima Private Wealth, LLC 0.17% No change 4,922 $465K
Bank Pictet & Cie (asia) Ltd. 0.26% No change 4,900 $463K
Wellington Shields & Co., LLC 0.16% Reduce -12.5% 4,900 $463K
Inscription Capital, LLC 0.08% New 4,892 $462K
JT Stratford LLC 0.09% Reduce -83.2% 4,890 $462K
OneAscent Wealth Management LLC 0.18% Reduce -45.8% 4,868 $460K
Cultivar Capital, Inc. 0.39% Reduce -36.3% 4,870 $460K
Shulman DeMeo Asset Management LLC 0.12% Reduce -2.6% 4,864 $459K
Criterion Capital Advisors, LLC 0.31% Add +0.2% 4,859 $459K
Arrow Financial Corp 0.05% No change 4,855 $458K
ELCO Management Co., LLC 0.28% Add +70.2% 4,850 $458K
Wilbanks Smith & Thomas Asset Management LLC 0.01% Reduce -23.8% 4,848 $458K
Silverlake Wealth Management LLC 0.23% Reduce -19.1% 4,794 $453K
First Command Advisory Services, Inc. 0.00% Reduce -17.0% 4,790 $452K
River Street Advisors LLC 0.30% Add +6.2% 4,776 $451K
Bensler, LLC 0.07% Reduce -13.1% 4,774 $451K
McDonald Partners LLC 0.12% Add +0.8% 4,764 $450K
Princeton Global Asset Management LLC 0.11% No change 4,750 $448K
Lewis Asset Management, LLC 0.37% Add +14.2% 4,728 $446K
Alexander Labrunerie & Co., Inc. 0.25% — 4,727 $446K
Pinnacle Bancorp, Inc. 0.13% Add +0.0% 4,723 $446K
Johnson Financial Group, Inc. 0.02% Add +118.2% 4,719 $446K
Gratus Capital, LLC 0.02% New 4,713 $445K
Strategic Wealth Partners, Ltd. 0.05% Add +9.3% 4,698 $444K
Resolute Wealth Strategies, LLC 0.27% Add +0.3% 4,644 $438K
Key Financial Inc 0.11% Reduce -4.7% 4,642 $438K
Strata Wealth Advisors, LLC 0.15% Reduce -7.5% 4,631 $437K
Americana Partners, LLC 0.04% Add +0.2% 4,626 $437K
Campion Asset Management 0.34% No change 4,620 $436K
Wolff Wiese Magana LLC 0.38% Reduce -2.0% 4,615 $436K
Marcum Wealth, LLC 0.04% Reduce -4.4% 4,612 $435K
NBW Capital LLC 0.09% Add +4.1% 4,605 $435K
Savvy Advisors, Inc. 0.25% New 4,602 $435K
Latitude Advisors, LLC 0.27% Reduce -1.2% 4,600 $434K
Sfmg, LLC 0.04% Reduce -1.7% 4,595 $434K
Moneta Group Investment Advisors LLC 0.01% Reduce -0.2% 4,579 $432K
Shoker Investment Counsel, Inc. 0.15% Add +0.1% 4,535 $431K
Watershed Private Wealth LLC 0.19% Reduce -4.2% 4,560 $431K
QRG Capital Management, Inc. 0.01% Add +14.9% 4,552 $430K
Wealth Alliance, LLC 0.06% Add +48.1% 4,550 $430K
Financial Futures Ltd Liability Co. 0.28% New 4,544 $429K
Auxano Advisors, LLC 0.12% Reduce -7.0% 4,538 $428K
Lion Street Advisors, LLC 0.17% No change 5,070 $425K
Fort Washington Investment Advisors Inc. 0.00% Add +3.7% 4,501 $425K
LCNB Corp. 0.15% Reduce -10.1% 4,475 $422K
TCP Asset Management, LLC 0.11% Add +1.2% 4,471 $422K
Empirical Asset Management, LLC 0.20% Add +3.6% 4,468 $422K
Exencial Wealth Advisors, LLC 0.02% Reduce -10.6% 4,443 $419K
Mather Group, Llc. 0.01% No change 4,988 $418K
First Foundation Advisors 0.02% Add +2.5% 4,423 $418K
Tidal Investments LLC 0.01% Reduce -73.6% 4,408 $416K
Prosperity Financial Group, Inc. 0.26% Add +16.9% 4,403 $416K
Objectivity Squared, LLC 0.37% Add +0.3% 4,250 $416K
Kowal Investment Group, LLC 0.09% Add +3.2% 4,402 $416K
Cape Ann Savings Bank 0.26% No change 4,386 $414K
GFS Advisors, LLC 0.07% Reduce -8.4% 4,360 $412K
FLC Capital Advisors 0.10% Reduce -5.0% 4,361 $412K
World Equity Group, Inc. 0.08% Add +77.6% 4,347 $410K
Palisade Capital Management, LP 0.01% Reduce -19.6% 4,293 $405K
Gill Capital Partners, LLC 0.16% Reduce -19.1% 4,323 $404K
One Capital Management, LLC 0.01% Add +15.1% 4,270 $403K
Signal Advisors Wealth, LLC 0.10% Add +32.4% 4,266 $403K
Advance Capital Management, Inc. 0.03% Add +21.2% 4,265 $403K
AlphaStar Capital Management, LLC 0.04% Reduce -50.5% 4,264 $403K
TAP Consulting, LLC 0.09% New 4,261 $402K
Black Maple Capital Management LP 0.27% Add +30.7% 4,260 $402K
Horrell Capital Management, Inc. 0.11% No change 4,251 $401K
Zacks Investment Management 0.00% Add +4.2% 4,243 $401K
Roberts Wealth Advisors, LLC 0.15% New 4,195 $399K
MV Capital Management, Inc. 0.05% Add +0.7% 4,223 $399K
VestGen Investment Management 0.12% New 4,213 $398K
TCTC Holdings, LLC 0.01% No change 4,205 $397K
St Germain D J Co. Inc. 0.02% Reduce -4.2% 4,198 $396K
STAR Financial Bank 0.34% No change 4,186 $395K
Longview Financial Advisors, Inc. 0.30% Add +2.5% 4,184 $395K
Nikulski Financial, Inc. 0.13% Reduce -5.7% 4,176 $394K
Cyndeo Wealth Partners, LLC 0.03% Reduce -3.8% 4,148 $392K
Ritholtz Wealth Management 0.01% Add +7.4% 4,140 $391K
Grant/GrossMendelsohn, LLC 0.18% Add +0.8% 4,001 $390K
Fulcrum Equity Management 0.46% Reduce -48.0% 4,124 $389K
Invst, LLC 0.05% Reduce -30.4% 4,081 $388K
Aspen Investment Management Inc 0.20% Reduce -11.1% 4,094 $387K
Simon Quick Advisors, LLC 0.03% Reduce -33.7% 4,097 $387K
Doliver Advisors, LP 0.11% Reduce -2.4% 4,096 $387K
Concentrum Wealth Management 0.18% Add +11.9% 4,083 $385K
Marks Group Wealth Management, Inc 0.04% Add +8.7% 4,079 $385K
L & S Advisors Inc 0.05% New 4,076 $385K
XTX Topco Ltd 0.05% New 4,071 $384K
Sonata Capital Group Inc. 0.17% Add +0.6% 4,059 $383K
Peterson Wealth Management 0.28% Add +1.5% 4,035 $381K
Legacy Capital Group California, Inc. 0.14% Add +11.1% 4,033 $381K
Optimum Investment Advisors 0.17% Add +2.2% 4,030 $380K
Global Financial Private Client, LLC 0.16% Reduce -7.3% 3,995 $380K
Benedetti & Gucer, Inc. 0.19% Reduce -27.4% 4,015 $379K
Gainplan LLC 0.18% Add +33.5% 4,010 $379K
Farther Finance Advisors, LLC 0.02% Add +82.3% 3,976 $378K
Arcus Capital Partners, LLC 0.12% Add +0.8% 3,995 $377K
Hilltop Partners LLC 0.13% Add +0.8% 3,984 $376K
Carr Financial Group Corp 0.12% Add +35.1% 3,969 $375K
Wealthspan Partners, LLC 0.22% Reduce -6.5% 3,916 $370K
Summit X, LLC 0.09% Add +30.3% 3,898 $368K
First Heartland Consultants, Inc. 0.04% Reduce -0.6% 3,901 $368K
Successful Portfolios LLC 0.25% Reduce -0.6% 3,875 $366K
PSI Advisors, LLC 0.13% Reduce -10.2% 3,866 $365K
Hengehold Capital Management LLC 0.04% Reduce -8.1% 3,855 $364K
Hunter Perkins Capital Management, LLC 0.07% New 3,850 $363K
Octavia Wealth Advisors, LLC 0.05% Reduce -15.0% 3,840 $363K
CPR Investments Inc. 0.28% New 3,835 $362K
Savant Capital, LLC 0.00% Add +21.1% 3,821 $361K
Flputnam Investment Management Co. 0.01% Add +5.5% 3,819 $361K
Evanson Asset Management, LLC 0.03% Add +18.5% 3,819 $361K
Cravens & Co Advisors, LLC 0.30% Reduce -12.1% 3,798 $359K
Private Wealth Strategies, L.L.C. 0.08% Add +1.6% 3,783 $357K
Magnolia Capital Management Ltd. 0.30% Reduce -5.5% 3,785 $357K
Greenland Capital Management LP 0.06% New 3,760 $355K
Patron Partners, LLC 0.22% Reduce -10.9% 3,753 $354K
Global Assets Advisory, LLC 0.21% New 3,723 $354K
Constitution Capital LLC 0.20% Add +15.4% 3,750 $354K
Manhattan West Asset Management, LLC 0.08% Reduce -25.0% 3,745 $354K
Means Investment Co., Inc. 0.05% Reduce -4.8% 3,728 $352K
Laraway Financial Advisors Inc 0.31% Add +6.8% 3,726 $352K
MSH Capital Advisors LLC 0.12% Add +0.2% 3,722 $351K
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.09% No change 3,703 $350K
Ciovacco Capital Management LLC 0.23% Reduce -2.7% 3,665 $346K
Windward Private Wealth Management Inc. 0.14% Reduce -0.3% 3,658 $345K
Ahl Investment Management, Inc. 0.26% No change 3,651 $345K
Swmg, LLC 0.15% Add +6.6% 3,644 $344K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -34.6% 3,634 $343K
PBMares Wealth Management LLC 0.09% Reduce -5.6% 3,631 $343K
Foguth Wealth Management, LLC. 0.18% — 3,617 $342K
Poehling Capital Management, INC. 0.09% Reduce -0.4% 3,583 $338K
Hyman Charles D 0.02% No change 3,577 $338K
Newman Dignan & Sheerar, Inc. 0.09% Reduce -1.2% 3,555 $336K
Hamilton Wealth, LLC 0.10% New 3,542 $334K
Pennsylvania Capital Management Inc. 0.14% Add +34.2% 3,535 $334K
Gryphon Financial Partners LLC 0.06% Reduce -3.2% 3,512 $332K
Bridge Advisory, LLC 0.16% Reduce -9.8% 3,510 $331K
Gruss & Co., LLC 1.82% New 3,500 $330K
Fifth Third Wealth Advisors LLC 0.05% New 3,475 $328K
Financial Partners Group, Inc 0.05% Reduce -30.6% 3,465 $327K
Anchor Investment Management, LLC 0.03% Add +4.5% 3,459 $327K
Avestar Capital, LLC 0.04% Add +0.1% 3,431 $324K
Ransom Advisory, Ltd 0.17% — 3,430 $324K
Cassady Schiller Wealth Management, LLC 0.14% No change 3,424 $323K
JPL Wealth Management, LLC 0.18% New 3,424 $323K
VitalStone Financial, LLC 0.25% Add +1446.2% 3,417 $323K
CGN Advisors LLC 0.04% Reduce -7.5% 3,419 $323K
Heritage Trust Co 0.04% No change 3,400 $321K
Physicians Financial Services, Inc. 0.11% Reduce -6.5% 3,393 $320K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -86.3% 3,385 $320K
Safeguard Investment Advisory Group, LLC 0.11% Reduce -9.6% 3,371 $318K
Engineers Gate Manager LP 0.01% New 3,356 $317K
Arkos Global Advisors 0.05% New 3,343 $316K
Schneider Downs Wealth Management Advisors, LP 0.07% Add +0.1% 3,312 $313K
Central Bank & Trust Co. 0.04% Add +8.5% 3,295 $311K
American Financial Advisors, LLC 0.04% Reduce -3.8% 3,277 $309K
Tranquilli Financial Advisor LLC 0.21% New 3,274 $309K
ARS Wealth Advisors Group, LLC 0.04% Add +26.3% 3,269 $309K
Future Financial Wealth Managment LLC 0.24% Add +0.0% 3,259 $308K
BlackDiamond Wealth Management, LLC 0.22% Add +5.7% 3,256 $307K
Fox Hill Wealth Management 0.21% Add +4.0% 3,245 $306K
Cassaday & Co Wealth Management LLC 0.01% Add +8.7% 3,241 $306K
Dark Forest Capital Management LP 0.05% Reduce -57.4% 3,234 $305K
tru Independence LLC 0.09% Reduce -91.1% 3,224 $304K
Patten Group, Inc. 0.07% Add +9.6% 3,218 $304K
LexAurum Advisors, LLC 0.08% Reduce -41.8% 3,218 $304K
Rosenberg Matthew Hamilton 0.09% No change 3,189 $303K
Farmers & Merchants Investments Inc. 0.01% Reduce -3.0% 3,211 $303K
Raab & Moskowitz Asset Management LLC 0.08% No change 3,206 $303K
Gradient Capital Advisors, LLC 0.11% Add +0.1% 3,201 $302K
PICTET BANK & TRUST Ltd 0.32% No change 3,200 $302K
Calton & Associates, Inc. 0.15% Reduce -24.6% 3,197 $302K
Sageworth Trust Co of South Dakota 0.47% No change 3,195 $302K
Leavell Investment Management, Inc. 0.02% Reduce -6.8% 3,188 $301K
Diversified Trust Co. 0.01% Reduce -6.0% 3,182 $300K
Capital Analysts, LLC 0.01% Add +0.0% 3,163 $299K
Occidental Asset Management, LLC 0.06% Add +14.9% 3,167 $299K
Anson Capital, Inc. 0.43% New 3,164 $299K
Compton Wealth Advisory Group, LLC 0.08% New 3,145 $297K
Nicolet Advisory Services, LLC 0.03% Reduce -15.2% 3,038 $296K
TruWealth Advisors, LLC 0.02% Reduce -7.4% 3,127 $295K
Viewpoint Capital Management LLC 0.19% No change 3,120 $295K
Heritage Investors Management Corp. 0.01% Add +1.8% 3,100 $293K
Activest Wealth Management 0.14% Add +20.3% 3,099 $293K
Financial Perspectives, Inc 0.11% Add +2.1% 3,095 $292K
NCM Capital Management, LLC 0.16% No change 3,082 $291K
Adamsbrown Wealth Consultants LLC 0.12% Add +7.0% 3,064 $289K
D.B. Root & Company, LLC 0.10% Reduce -76.5% 3,062 $289K
Eldridge Investment Advisors, Inc. 0.07% No change 3,035 $287K
Garrison Point Advisors, LLC 0.18% Add +3.4% 3,035 $287K
Ehrlich Financial Group 0.24% Reduce -5.8% 3,031 $286K
Briaud Financial Planning Inc 0.16% New 3,018 $285K
Westmount Partners, LLC 0.10% Reduce -0.4% 3,018 $285K
NFSG Corp 0.12% Reduce -42.5% 3,016 $285K
Verition Fund Management LLC 0.00% Reduce -90.3% 3,014 $285K
Flagship Private Wealth, LLC 0.18% Add +16.0% 3,008 $284K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -2.2% 3,000 $283K
NDWM LLC 0.26% Reduce -9.1% 2,992 $282K
Fiduciary Alliance LLC 0.05% Reduce -6.3% 2,965 $282K
Harmony Asset Management LLC 0.12% Reduce -29.5% 2,973 $281K
Advisory Resource Group 0.06% Reduce -24.5% 2,971 $280K
Silver Oak Securities, Incorporated 0.04% New 2,953 $279K
B.O.S.S. Retirement Advisors, LLC 0.11% Reduce -16.0% 3,324 $279K
Vima LLC 0.32% Add +9.4% 3,346 $277K
New England Private Wealth Advisors LLC 0.05% Reduce -41.8% 2,920 $277K
ArchPoint Investors 0.12% New 2,929 $277K
Monterey Private Wealth, Inc. 0.11% No change 2,909 $275K
Charles Schwab Trust Co 0.03% New 2,908 $275K
Stratos Investment Management, LLC 0.03% New 2,904 $274K
First Citizens Financial Corp 0.16% New 2,904 $274K
Charter Oak Capital Management, LLC 0.03% Reduce -0.9% 2,901 $274K
Core Wealth Partners LLC 0.21% Reduce -20.6% 2,893 $273K
Pictet Asset Management Holding SA 0.00% Reduce -38.7% 2,860 $270K
Covestor Ltd 0.17% Add +23.7% 2,857 $270K
KFA Private Wealth Group, LLC 0.08% Add +14.4% 2,859 $270K
ICONIQ Capital, LLC 0.00% Add +0.8% 2,858 $270K
Aull & Monroe Investment Management Corp 0.12% No change 2,855 $270K
Rwa Wealth Partners, LLC 0.00% Add +0.2% 2,850 $269K
CIC Wealth, LLC 0.08% No change 2,833 $267K
Allegheny Financial Group 0.08% Reduce -15.7% 2,829 $267K
Kessler Investment Group, LLC 0.17% Add +128.3% 2,827 $267K
Connecticut Wealth Management, LLC 0.01% No change 2,824 $267K
Talisman Wealth Advisors LLC 0.33% Reduce -2.5% 2,821 $266K
GoalVest Advisory LLC 0.09% Reduce -7.6% 2,815 $266K
Independent Advisor Alliance 0.01% Add +13.4% 2,802 $265K
Coppell Advisory Solutions Corp. 0.05% — 2,801 $264K
Chapin Davis, Inc. 0.10% Add +0.1% 2,780 $262K
Oliver Luxxe Assets LLC 0.05% Add +13.2% 2,775 $262K
Dimension Capital Management LLC 0.05% No change 2,774 $262K
Concentric Wealth Management, LLC 0.07% Add +0.1% 2,767 $261K
Alexander Randolph Advisory, Inc. 0.23% No change 2,765 $261K
Pine Harbor Wealth Management, LLC 0.16% Add +0.5% 2,761 $261K
Holderness Investments Co. 0.06% New 2,759 $261K
Blue Barn Wealth, LLC 0.14% No change 2,750 $260K
Wellspring Financial Advisors, LLC 0.04% Add +1.6% 2,750 $260K
TrinityPoint Wealth, LLC 0.04% Reduce -3.7% 2,749 $260K
Well Done, LLC 0.05% No change 2,742 $259K
Saxony Capital Management, LLC 0.31% Reduce -8.4% 2,742 $259K
Benchmark Investment Advisors LLC 0.20% Reduce -47.6% 2,735 $258K
Retirement Guys Formula LLC 0.13% Add +1.3% 2,720 $257K
Foresight Capital Management Advisors, Inc. 0.20% New 2,710 $256K
Mason & Associates, LLC 0.20% — 2,710 $256K
Obsidian Cio, LLC 0.06% New 2,703 $255K
Evermay Wealth Management LLC 0.04% Add +6.8% 2,690 $254K
Valtinson Bruner Financial Planning LLC 0.11% Add +0.6% 2,674 $252K
Aaron Wealth Advisors LLC 0.04% No change 2,656 $251K
MRA Advisory Group 0.15% Reduce -20.1% 2,651 $250K
CSS LLC 0.06% Add +134.0% 2,649 $250K
Van Hulzen Asset Management, LLC 0.02% Reduce -28.8% 2,645 $250K
Amundi 0.00% Add +635.4% 2,662 $250K
VanderPol Investments L.L.C. 0.71% Reduce -12.6% 2,636 $249K
Peterson Wealth Services 0.09% Reduce -62.8% 2,627 $248K
Country Trust Bank 0.01% Reduce -54.3% 2,626 $248K
BCS Wealth Management 0.08% No change 2,612 $247K
Revolve Wealth Partners, LLC 0.04% Add +3.3% 2,612 $247K
Sharkey, Howes & Javer 0.04% Add +0.7% 2,598 $245K
Mason Investment Advisory Services, Inc. 0.02% No change 2,592 $245K
MBA Advisors LLC 0.13% New 2,589 $244K
Atticus Wealth Management, LLC 0.08% Add +116.8% 2,584 $244K
Tyche Wealth Partners LLC 0.06% New 2,578 $243K
Strategic Family Wealth Counselors, L.L.C. 0.10% Add +4.5% 2,573 $243K
Vance Wealth, LLC 0.10% New 2,555 $241K
Iowa State Bank 0.05% Reduce -8.3% 2,539 $240K
Stack Financial Management, Inc 0.02% New 2,527 $239K
Capital Square, LLC 0.17% New 2,519 $238K
Aries Wealth Management 0.08% New 2,518 $238K
Clark Capital Management Group, Inc. 0.00% New 2,514 $237K
Icon Wealth Advisors, LLC 0.02% Add +66.1% 2,512 $237K
Sharp Wealth Advisory, LLC 0.22% New 2,500 $236K
Graves Light Lenhart Wealth, Inc. 0.03% Add +0.1% 2,496 $236K
Howard Financial Services, LTD. 0.04% Add +4.3% 2,495 $236K
Transform Wealth, LLC 0.02% Add +0.0% 2,494 $235K
Second Line Capital, LLC 0.08% Reduce -40.9% 2,494 $235K
Naples Money Management LLC 0.23% Reduce -13.9% 2,476 $234K
Rollins Financial Advisors, LLC 0.04% New 2,472 $233K
Brave Asset Management Inc. 0.06% New 2,472 $233K
Dearborn Partners LLC 0.01% New 2,469 $233K
Arden Trust Co 0.03% No change 2,445 $231K
Owen LaRue, LLC 0.14% New 2,441 $230K
Canopy Partners, LLC 0.11% New 2,439 $230K
Sonora Investment Management Group, LLC 0.02% Reduce -7.4% 2,432 $230K
Roman Butler Fullerton & Co. 0.09% Reduce -0.1% 2,401 $230K
Harrell Investment Partners, LLC 0.07% Reduce -19.9% 2,424 $229K
Walleye Capital LLC 0.00% Reduce -96.8% 2,419 $228K
Turtle Creek Wealth Advisors, LLC 0.06% Reduce -88.0% 2,411 $228K
Carolinas Wealth Consulting LLC 0.04% Add +130.6% 2,403 $227K
Merriman Wealth Management, LLC 0.01% Reduce -11.4% 2,400 $227K
Coastwise Capital Group, LLC 0.21% Reduce -0.5% 2,398 $226K
3EDGE Asset Management, LP 0.02% New 2,397 $226K
Boston Family Office LLC 0.02% New 2,383 $225K
Westwood Holdings Group Inc. 0.00% New 2,383 $225K
Zuckerman Investment Group, LLC 0.03% New 2,356 $222K
Parkside Advisors LLC 0.06% New 2,355 $222K
Prelude Capital Management, LLC 0.02% New 2,355 $222K
Clifford Swan Investment Counsel LLC 0.01% New 2,347 $222K
Solidarity Wealth, LLC 0.07% New 2,344 $221K
Peak Financial Management, Inc. 0.07% New 2,340 $221K
Cordgrass Capital Advisors, LLC 0.07% Add +60.4% 2,340 $221K
Victory Financial Group, LLC 0.13% New 2,338 $221K
Commonwealth Financial Services, LLC 0.05% No change 2,625 $220K
Condor Capital Management 0.02% New 2,324 $219K
Sage Capital Management, LLC 0.12% New 2,324 $219K
Peninsula Wealth, LLC 0.04% New 2,322 $219K
Paragon Capital Management Ltd 0.04% New 2,321 $219K
Fogel Capital Management, Inc. 0.13% New 2,360 $218K
Nicolet Bankshares Inc. 0.05% New 2,310 $218K
Valley Wealth Managers, Inc. 0.02% Reduce -7.3% 2,310 $218K
AXS Investments LLC 0.05% Reduce -10.0% 2,295 $217K
MKT Advisors LLC 0.12% Reduce -7.4% 2,209 $216K
Insight Wealth Partners, LLC 0.14% New 2,285 $216K
Bragg Financial Advisors, Inc 0.01% Reduce -9.3% 2,284 $216K
LongView Wealth Management 0.09% New 2,277 $215K
Capital Management Associates, Inc 0.16% New 2,273 $215K
Delta Financial Group, Inc. 0.06% Reduce -47.0% 2,268 $214K
Boston Standard Wealth Management, LLC 0.05% No change 2,256 $213K
Nabity-Jensen Investment Management Inc 0.17% No change 2,243 $212K
Patton Albertson Miller Group, LLC 0.03% New 2,239 $211K
Lynch & Associates 0.05% New 2,235 $211K
Certus Wealth Management, LLC 0.17% Reduce -54.6% 2,279 $211K
Berkshire Money Management, Inc. 0.03% New 2,211 $209K
Edge Financial Advisors LLC 0.18% — 2,200 $208K
KKM Financial LLC 0.10% Reduce -30.5% 2,200 $208K
Summit Financial Strategies, Inc. 0.03% New 2,200 $208K
Howland Capital Management LLC 0.01% New 2,200 $208K
Elevatus Welath Management 0.08% New 2,182 $206K
Lakeridge Wealth Management LLC 0.13% New 2,182 $206K
Ocean Park Asset Management, LLC 0.01% New 2,178 $206K
First PREMIER Bank 0.05% No change 2,160 $204K
Mill Creek Capital Advisors, LLC 0.01% New 2,155 $203K
Abundance Wealth Counselors 0.05% New 2,145 $203K
Investment Advisory Group, LLC 0.08% New 2,145 $203K
Ullmann Wealth Partners Group, LLC 0.03% New 2,144 $202K
Austin Private Wealth, LLC 0.02% Reduce -16.8% 2,084 $202K
Confluence Wealth Services, Inc. 0.02% New 2,142 $202K
Curran Financial Partners, LLC 0.07% New 2,141 $202K
Abbot Financial Management, Inc. 0.11% New 2,134 $201K
Harvey Capital Management Inc. 0.06% New 2,125 $201K
Wimmer Associates 1, LLC 0.11% New 2,122 $200K
NCP Inc. 0.14% — 2,113 $199K
Caldwell Trust Co 0.02% No change 2,106 $199K
Winch Advisory Services, LLC 0.06% Reduce -7.3% 2,037 $192K
Natixis 0.00% Reduce -40.6% 2,006 $189K
Daiwa Securities Group Inc. 0.00% No change 2,000 $189K
University of Texas/Texas Am Investment Management Co. 0.05% No change 2,219 $186K
Brown Brothers Harriman & Co. 0.00% Reduce -60.6% 1,871 $177K
LFA - Lugano Financial Advisors SA 0.13% New 1,830 $173K
Norwood Financial Corp 0.25% No change 1,830 $173K
Oakworth Capital, Inc. 0.01% Reduce -27.3% 1,820 $172K
Continuum Advisory, LLC 0.03% New 1,786 $169K
Tower Research Capital LLC (TRC) 0.00% Reduce -91.3% 1,764 $167K
Northwest Investment Counselors, LLC 0.04% New 1,713 $162K
Centerpoint Advisors, LLC 0.06% Add +141.9% 1,693 $160K
Tucker Asset Management LLC 0.04% Add +11.2% 1,693 $160K
Gradient Investments LLC 0.00% Reduce -32.8% 1,682 $159K
Whittier Trust Co. of Nevada Inc. 0.00% Add +32.2% 1,676 $158K
Harbor Capital Advisors, Inc. 0.02% Add +155.7% 1,644 $155K
Highlander Capital Management, LLC 0.06% Add +170.8% 1,625 $153K
Wells Financial Advisors INC 0.10% Reduce -56.3% 1,610 $152K
Chilton Capital Management LLC 0.01% Reduce -1.4% 1,560 $147K
Operose Advisors LLC 0.05% No change 1,520 $144K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,500 $143K
McIlrath & Eck, LLC 0.02% No change 1,499 $142K
Phillips Financial Management, LLC 0.01% No change 1,456 $137K
Delta Asset Management LLC 0.01% No change 1,417 $134K
Spotlight Asset Group, Inc. 0.09% No change 1,360 $128K
Horizon Bancorp Inc. 0.06% Add +2.7% 1,352 $128K
Bogart Wealth, LLC 0.01% Add +12.1% 1,352 $128K
Perritt Capital Management Inc 0.07% Add +0.8% 1,348 $127K
Global Trust Asset Management, LLC 0.05% New 1,345 $127K
Integrity Financial Corp 0.09% No change 1,337 $126K
West Paces Advisors Inc. 0.03% Add +0.1% 1,324 $125K
Glassman Wealth Services 0.03% Add +2.0% 1,313 $124K
Addison Advisors LLC 0.04% No change 1,271 $120K
Biltmore Family Office, LLC 0.02% No change 1,250 $118K
Tompkins Financial Corp. 0.01% Add +4.2% 1,250 $118K
Garde Capital, Inc. 0.01% New 1,252 $118K
Bangor Savings Bank 0.01% Add +30.9% 1,233 $116K
Ritter Daniher Financial Advisory LLC / DE 0.04% Add +2320.0% 1,210 $114K
Western Pacific Wealth Management, LP 0.08% Reduce -19.9% 1,208 $114K
Duncker Streett & Co. Inc. 0.02% Add +0.2% 1,147 $108K
Founders Capital Management 0.07% Add +3.3% 1,139 $108K
BTS Asset Management, Inc. 0.09% New 1,091 $103K
HighMark Wealth Management LLC 0.06% Add +0.3% 1,086 $103K
Abound Wealth Management 0.04% Add +2.2% 1,075 $102K
Cranbrook Wealth Management, LLC 0.03% Add +15.3% 1,073 $101K
MTM Investment Management, LLC 0.04% Add +8.7% 1,055 $100K
Wormser Freres Gestion 0.07% No change 1,000 $99K
Arlington Trust Co LLC 0.03% Reduce -29.4% 1,050 $99K
Joseph Group Capital Management 0.05% No change 1,023 $97K
MGB Wealth Management, LLC 0.04% No change 1,000 $94K
CVA Family Office, LLC 0.02% No change 991 $94K
First United Bank & Trust 0.03% Reduce -15.8% 985 $93K
Perkins Coie Trust Co 0.02% No change 971 $92K
Nemes Rush Group LLC 0.01% Add +5.6% 966 $91K
Beacon Capital Management, LLC 0.02% Add +54.3% 960 $91K
Transcendent Capital Group LLC 0.05% Reduce -49.7% 955 $90K
Creekmur Asset Management LLC 0.03% Reduce -50.7% 941 $89K
Custom Portfolio Group LLC 0.07% No change 940 $89K
Planning Capital Management Corp 0.06% Reduce -37.6% 930 $88K
WestEnd Advisors, LLC 0.00% Reduce -38.1% 914 $86K
Marshall Wace, LLP 0.00% New 900 $85K
GAMMA Investing LLC 0.02% Add +2.6% 896 $85K
Park Place Capital Corp 0.03% Reduce -52.6% 884 $83K
Raffa Wealth Management, LLC 0.02% No change 883 $83K
Pin Oak Investment Advisors Inc. 0.08% Add +15.0% 876 $83K
Delos Wealth Advisors, LLC 0.09% Reduce -11.3% 871 $82K
WFA Asset Management Corp 0.04% Add +0.7% 868 $82K
FinTrust Capital Advisors, LLC 0.02% Reduce -9.3% 856 $81K
Asset Dedication, LLC 0.01% Add +15.7% 835 $79K
Gleason Group, Inc. 0.02% Add +0.7% 827 $78K
TD Capital Management LLC 0.01% No change 827 $78K
Wagner Wealth Management, LLC 0.02% Reduce -30.0% 811 $77K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -37.3% 800 $76K
Indiana Trust & Investment Management Co 0.03% No change 799 $75K
Stone House Investment Management, LLC 0.02% Add +0.8% 798 $75K
Sugarloaf Wealth Management, LLC 0.02% Reduce -8.7% 789 $74K
Howe & Rusling Inc. 0.01% Reduce -9.0% 777 $73K
Larson Financial Group LLC 0.01% Reduce -28.5% 766 $72K
Hazlett, Burt & Watson, Inc. 0.04% Reduce -3.1% 759 $72K
Pacific Center for Financial Services 0.02% Add +0.1% 758 $72K
Raleigh Capital Management Inc. 0.03% Reduce -9.6% 725 $68K
Quarry LP 0.03% New 713 $67K
Marathon Trading Investment Management LLC 0.03% Reduce -85.0% 700 $66K
Sound Income Strategies, LLC 0.00% Add +29.3% 698 $66K
Financial Management Professionals, Inc. 0.01% Add +73.2% 684 $65K
WealthShield Partners, LLC 0.01% Reduce -37.0% 678 $64K
Pineridge Advisors LLC 0.02% Reduce -43.9% 667 $63K
Trust Co. of Vermont 0.00% Add +18.4% 649 $61K
Core Wealth Advisors, Inc. 0.02% Add +47.1% 634 $60K
Colonial Trust Advisors 0.01% Add +0.2% 628 $59K
RFP Financial Group LLC 0.02% Add +0.8% 604 $57K
Smartleaf Asset Management LLC 0.01% Reduce -91.0% 608 $57K
S.A. Mason LLC 0.03% New 590 $56K
Townsend Asset Management Corp. /NC/ 0.02% Reduce -87.6% 590 $56K
Impact Partnership Wealth, LLC 0.02% No change 589 $56K
Byrne Asset Management LLC 0.04% Add +18.1% 581 $55K
Bollard Group LLC 0.00% Add +0.4% 563 $53K
MCF Advisors LLC 0.00% Add +0.6% 553 $52K
Maryland Capital Advisors Inc. 0.03% No change 544 $51K
LifeSteps Financial, Inc. 0.04% New 542 $51K
Atlantic Edge Private Wealth Management, LLC 0.02% Reduce -32.0% 530 $50K
Davis Capital Management 0.04% No change 520 $49K
Plante Moran Financial Advisors, LLC 0.01% Add +125.0% 522 $49K
Annapolis Financial Services, LLC 0.02% No change 520 $49K
Tanglewood Legacy Advisors, LLC 0.02% No change 500 $47K
Main Street Group, LTD 0.02% Add +14.6% 486 $46K
Barrett & Company, Inc. 0.02% Reduce -32.4% 480 $45K
WR Wealth Planners, LLC 0.01% New 475 $45K
Abich Financial Wealth Management LLC 0.03% No change 472 $45K
Clear Point Advisors Inc. 0.04% Add +0.9% 463 $44K
Colonial Trust Co / SC 0.01% Reduce -4.0% 457 $43K
First Community Trust NA 0.04% No change 455 $43K
Paladin Advisory Group, LLC 0.03% No change 449 $43K
Missouri Trust & Investment Co 0.02% Add +28.6% 450 $42K
IAG Wealth Partners, LLC 0.01% Reduce -18.3% 447 $42K
Hamilton Point Investment Advisors, LLC 0.01% No change 446 $42K
JDM Financial Group LLC 0.03% No change 443 $42K
SJS Investment Consulting Inc. 0.01% Add +71.1% 426 $40K
Voisard Asset Management Group, Inc. 0.02% No change 425 $40K
Dagco, Inc. 0.02% Reduce -94.0% 415 $39K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 415 $39K
Smithfield Trust Co 0.00% Reduce -4.6% 419 $39K
Elevation Wealth Partners, LLC 0.02% Reduce -35.0% 400 $38K
Turim 21 Investimentos Ltda. 0.01% No change 400 $38K
Financial Synergies Wealth Advisors, Inc. 0.01% No change 400 $38K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -53.9% 399 $38K
Hilltop National Bank 0.01% — 393 $37K
LRI Investments, LLC 0.01% — 392 $37K
Avion Wealth 0.01% Add +17.8% 384 $37K
Cape Investment Advisory, Inc. 0.02% Add +0.5% 384 $36K
LGT Financial Advisors LLC 0.04% Reduce -54.9% 380 $36K
Stephens Consulting, LLC 0.01% No change 377 $36K
PFS Partners, LLC 0.02% Add +0.6% 366 $35K
DHJJ Financial Advisors, Ltd. 0.02% No change 365 $34K
America First Investment Advisors, LLC 0.01% No change 360 $34K
Oxford Financial Group, LTD. LLC 0.00% No change 349 $33K
Bare Financial Services, Inc 0.03% No change 352 $33K
Birchbrook, Inc. 0.02% No change 340 $32K
Redmont Wealth Advisors LLC 0.04% Reduce -95.4% 331 $31K
Kepos Capital LP 0.01% New 319 $30K
Centennial Bank 0.02% Add +56.8% 312 $29K
Archer Investment Corp 0.01% No change 295 $28K
Dunhill Financial, LLC 0.02% Reduce -4.6% 288 $27K
Kiely Wealth Advisory Group, Inc. 0.02% No change 278 $27K
American Capital Advisory, LLC 0.02% New 319 $26K
Hantz Financial Services, Inc. 0.00% No change 250 $24K
Gilliland Jeter Wealth Management LLC 0.01% New 250 $24K
JNBA Financial Advisors 0.00% Reduce -20.9% 250 $24K
Beaird Harris Wealth Management, LLC 0.00% Add +0.8% 244 $23K
FSA Wealth Management LLC 0.01% Add +0.4% 242 $23K
Compass Wealth Management LLC 0.01% No change 240 $23K
Russell Investments Group, Ltd. 0.00% Add +3800.0% 234 $22K
Strengthening Families & Communities, LLC 0.01% Add +0.9% 235 $22K
Signature Resources Capital Management, LLC 0.02% No change 255 $21K
C M Bidwell & Associates Ltd. 0.01% Reduce -15.4% 225 $21K
Rise Advisors, LLC 0.01% Add +0.9% 223 $21K
Ogorek Anthony Joseph /NY/ 0.01% No change 223 $21K
Register Financial Advisors LLC 0.01% Reduce -65.9% 218 $21K
M&R Capital Management Inc. 0.01% Reduce -31.8% 215 $20K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 212 $20K
West Oak Capital, LLC 0.01% Reduce -86.7% 200 $19K
Vermillion & White Wealth Management Group, LLC 0.02% No change 200 $19K
Legacy Bridge, LLC 0.01% No change 200 $19K
Wolverine Asset Management LLC 0.00% No change 200 $19K
Union Savings Bank 0.01% No change 200 $19K
Kelly Financial Services LLC 0.01% Add +1.1% 193 $18K
Roble, Belko & Company, Inc 0.00% No change 190 $18K
SOA Wealth Advisors, LLC. 0.00% Add +1.1% 184 $17K
Richard W. Paul & Associates, LLC 0.01% No change 180 $17K
Caitlin John, LLC 0.01% No change 179 $17K
Ameritas Investment Partners, Inc. 0.00% Add +13.5% 177 $17K
Studio Investment Management LLC 0.00% Add +50.0% 174 $16K
Hartford Financial Management Inc. 0.00% No change 173 $16K
Mark Sheptoff Financial Planning, LLC 0.01% No change 170 $16K
Element Wealth, LLC 0.01% Add +9.3% 164 $15K
Clean Yield Group 0.01% Add +0.6% 162 $15K
Balefire, LLC 0.01% Add +263.6% 160 $15K
RE Dickinson Investment Advisors, LLC 0.01% No change 160 $15K
Highline Wealth Partners LLC 0.01% New 155 $15K
Ballast Advisors LLC 0.00% Reduce -7.4% 150 $14K
Hoey Investments, Inc. 0.00% No change 145 $14K
Gables Capital Management Inc. 0.01% New 143 $14K
Aspire Private Capital, LLC 0.00% Add +11.7% 143 $13K
Financial Gravity Asset Management, Inc. 0.00% Reduce -51.0% 141 $13K
Providence Capital Advisors, LLC 0.00% Reduce -6.2% 136 $13K
Citizens National Bank Trust Department 0.00% No change 130 $12K
EnRich Financial Partners LLC 0.00% New 128 $12K
Kozak & Associates, Inc. 0.00% Add +0.8% 127 $12K
Rakuten Securities, Inc. 0.00% New 118 $11K
Emfo, LLC 0.01% Add +0.9% 117 $11K
DiNuzzo Private Wealth, Inc. 0.00% No change 114 $11K
United Community Bank 0.00% Reduce -81.0% 110 $10K
Slocum, Gordon & Co LLP 0.01% No change 108 $10K
Silicon Valley Capital Partners 0.00% Reduce -29.9% 108 $10K
Pacifica Partners Inc. 0.00% No change 107 $10K
Provident Wealth Management, LLC 0.00% New 105 $10K
Thompson Investment Management, Inc. 0.00% No change 104 $10K
Your Advocates Ltd., LLP 0.00% New 101 $10K
Guardian Wealth Management, Inc. 0.01% No change 97 $9K
Sachetta, LLC 0.00% No change 100 $8K
REAP Financial Group, LLC 0.00% Reduce -10.9% 82 $8K
Truvestments Capital LLC 0.00% New 80 $8K
HHM Wealth Advisors, LLC 0.00% No change 79 $7K
Center for Financial Planning, Inc. 0.00% New 75 $7K
Bellevue Asset Management, LLC 0.00% No change 72 $7K
Rice Partnership, LLC 0.00% Reduce -87.8% 65 $6K
City State Bank 0.00% No change 60 $6K
Foster Dykema Cabot & Partners, LLC 0.00% No change 58 $5K
Concord Wealth Partners 0.00% Reduce -26.3% 56 $5K
Aspect Partners, LLC 0.00% No change 51 $5K
Semmax Financial Advisors Inc. 0.00% Add +2.0% 51 $5K
Valley National Advisers Inc. 0.00% No change 48 $4K
Sawyer & Company, Inc 0.00% No change 42 $4K
Logan Capital Management Inc. 0.00% Add +2.7% 38 $4K
Macquarie Group Ltd. 0.00% New 35,000 $3K
Psagot Value Holdings Ltd. / (Israel) 0.03% No change 30 $3K
Macroview Investment Management LLC 0.00% No change 30 $3K
Eukles Asset Management 0.00% New 30 $3K
Pingora Partners LLC 0.00% No change 29 $3K
Central Pacific Bank - Trust Division 0.00% — 27 $3K
Sanctuary Wealth Management, L.L.C. 0.00% No change 25 $2K
Mb, Levis & Associates, LLC 0.00% No change 25 $2K
SYSTM Wealth Solutions LLC 0.00% Reduce -92.4% 24 $2K
Moser Wealth Advisors, LLC 0.00% No change 24 $2K
Prestige Wealth Management Group LLC 0.00% No change 23 $2K
First Personal Financial Services 0.00% Reduce -95.6% 22 $2K
Advanced Asset Management Advisors Inc 0.00% Add +33.3% 20 $2K
Carolina Wealth Advisors, LLC 0.00% No change 17 $2K
CarsonAllaria Wealth Management, Ltd. 0.00% New 14 $1K
Coston, McIsaac & Partners 0.00% No change 15 $1K
Valued Wealth Advisors LLC 0.00% No change 10 $987
Pathway Financial Advisers, LLC 0.00% New 7 $666
Janiczek Wealth Management, LLC 0.00% Reduce -96.5% 6 $567
Arvest Investments, Inc. 0.00% Reduce -100.0% 5 $472
AllSquare Wealth Management LLC 0.00% No change 3 $283
Friedenthal Financial 0.00% No change 1 $95
Parallax Volatility Advisers, L.P. 0.00% Reduce -100.0% 1 $94

"% of holder's portfolio" is XLE's weight in each manager's 13F, not the share of SS Energy Select Sector the manager owns.