SS Energy Select SectorXLEETF

13F holders, Q2 2024 (June 30)
1,809holders −7
122new positions
132sold out
7famous investors
$90.92avg. 13F price*

At the end of Q2 2024, 1,809 institutions reported holding SS Energy Select Sector (XLE) in their 13F filings, down 7 from Q1 2024. 122 opened new positions and 132 sold out. The largest holders were Bank of America Corp. ($3.7B), Morgan Stanley ($1.6B) and Wells Fargo & Company ($1.1B). 7 famous investors held it, including Paul Tudor Jones (0.5% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
SS Energy Select Sector
Filed as
SELECT SECTOR SPDR TR (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions122$266.6M
Exits132$771.1M

All 13F filers, Q1 2024 → Q2 2024: 27,182,482 shares bought and 24,309,827 shares sold, net +2,872,655 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,809 holders

Bank of America Corp. 0.36% Add +4.7% 41,093,790 $3.7B
Morgan Stanley 0.12% Add +12.2% 17,628,451 $1.6B
Wells Fargo & Company 0.28% Add +17.5% 11,807,858 $1.1B
Goldman Sachs Group Inc. 0.15% Reduce -10.9% 8,308,173 $757.3M
LPL Financial LLC 0.37% Add +8.6% 8,093,261 $737.7M
UBS Group AG 0.21% Reduce -7.3% 7,583,136 $691.2M
JPMorgan Chase & Co. 0.05% Reduce -5.3% 6,898,321 $628.8M
Ameriprise Financial Inc. 0.11% Add +4.3% 4,582,118 $423.2M
Royal Bank of Canada 0.09% Add +4.0% 4,237,130 $386.2M
Hamilton Capital, LLC 22.00% Reduce -2.1% 3,177,884 $289.7M
Barclays PLC 0.13% Reduce -16.4% 3,105,972 $283.1M
Envestnet Asset Management Inc. 0.10% Add +27.6% 3,103,995 $282.9M
Susquehanna International Group, LLP 0.49% Add +111.7% 2,996,196 $273.1M
BNP Paribas Financial Markets 0.28% Add +250.2% 2,843,885 $259.2M
Provida Pension Fund Administrator 6.08% Reduce -4.4% 2,649,344 $241.6M
Harel Insurance Investments & Financial Services Ltd. 3.72% Reduce -0.2% 2,168,401 $197.6M
Saudi Central Bank 19.86% No change 2,160,502 $196.9M
Raymond James & Associates 0.12% Add +10.4% 1,956,986 $178.4M
Cibc World Market Inc. 0.40% Reduce -3.2% 1,748,250 $159.4M
Bessemer Group Inc. 0.25% Add +0.0% 1,580,794 $144.1M
FIL Ltd 0.13% Reduce -22.4% 1,483,162 $135.2M
Northern Trust Corp. 0.02% Reduce -2.3% 1,460,502 $133.1M
Raymond James Financial Services Advisors, Inc. 0.18% Add +20.2% 1,420,090 $129.4M
State Street Corp. 0.01% Add +747.1% 1,400,801 $127.7M
Charles Schwab Investment Management Inc. 0.02% Reduce -5.5% 1,328,867 $121.1M
Wealthfront Advisers LLC 0.41% Reduce -3.2% 1,325,850 $120.9M
Rokos Capital Management LLP 2.85% No change 1,319,971 $120.3M
CHURCHILL MANAGEMENT Corp 1.33% Add +1.3% 1,232,869 $112.4M
Stifel Financial Corp. 0.13% Reduce -2.2% 1,219,765 $111.2M
Commonwealth Equity Services, LLC 0.17% Add +12.0% 1,168,154 $106.5M
Squarepoint Ops LLC 0.39% Add +85.3% 1,138,462 $103.8M
HighTower Advisors, LLC 0.16% Add +2.8% 1,127,398 $102.7M
FMR LLC 0.01% Add +0.6% 1,116,481 $101.8M
Bank of Nova Scotia 0.20% Add +63.2% 1,082,920 $98.7M
Exchange Traded Concepts, LLC 2.44% Add +414.6% 1,048,200 $95.5M
TD Asset Management Inc 0.09% Reduce -11.7% 1,042,704 $95.0M
Baird Financial Group, Inc. 0.20% Reduce -4.4% 1,034,449 $94.3M
Citadel Advisors 0.09% Reduce -56.8% 1,010,737 $92.1M
Osaic Holdings, Inc. 0.22% Reduce -17.7% 1,005,772 $91.7M
Canada Pension Plan Investment Board 0.09% No change 950,000 $86.6M
Cetera Investment Advisers 0.20% Add +0.9% 942,707 $85.9M
Cambridge Investment Research Advisors, Inc. 0.29% Add +55.4% 851,010 $77.6M
PNC Financial Services Group, Inc. 0.05% Reduce -4.2% 777,012 $70.8M
Bank of Montreal 0.02% Reduce -11.5% 751,693 $68.8M
Truist Financial Corp. 0.10% Reduce -0.7% 726,618 $66.2M
RiverFront Investment Group, LLC 1.76% Add +3.2% 724,697 $66.1M
Rockefeller Capital Management L.P. 0.18% Add +8.2% 712,070 $64.9M
Sculptor Capital LP 2.06% No change 711,680 $64.9M
Citigroup Inc. 0.06% Add +11.4% 703,849 $64.2M
CW Advisors, LLC 1.00% Reduce -5.9% 688,992 $62.8M
Corient Private Wealth LP 0.11% Add +3.6% 667,680 $60.8M
Balyasny Asset Management L.P. 0.16% Reduce -4.0% 666,616 $60.8M
Richard Bernstein Advisors LLC 1.34% Reduce -4.4% 664,998 $60.6M
Private Advisor Group, LLC 0.40% Add +3.3% 658,250 $60.0M
Janney Montgomery Scott LLC 0.18% Add +8.1% 634,707 $57.9M
US Bancorp \de 0.07% Reduce -5.1% 597,849 $54.5M
Dynasty Wealth Management, LLC 1.56% New 580,682 $52.9M
Prudential Financial Inc. 0.08% Add +35.4% 577,550 $52.6M
BlackRock Inc. 0.00% Reduce -41.8% 564,511 $51.5M
Quotient Wealth Partners, LLC 1.79% Add +9537.9% 561,794 $51.2M
MML Investors Services, LLC 0.20% Add +37.7% 546,639 $49.8M
Assetmark, Inc. 0.15% Add +3.8% 544,936 $49.7M
Credit Agricole S A 0.30% Add +2603.3% 530,856 $48.4M
Capital Fund Management S.A. 0.54% Add +283.4% 525,180 $47.9M
PGIM Custom Harvest LLC 1.05% Add +8.6% 515,839 $47.0M
Fifth Third Bancorp 0.18% Add +0.7% 513,570 $46.8M
Horizon Investments, LLC 1.29% Reduce -5.5% 512,388 $46.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.35% Add +113.3% 494,253 $45.1M
Captrust Financial Advisors 0.13% Reduce -5.8% 450,740 $41.1M
Tudor Investment Corporation 0.46% Add +144.5% 447,229 $40.8M
Factory Mutual Insurance Co. 0.46% No change 438,360 $40.0M
Agf Management Ltd. 0.22% Reduce -2.7% 432,040 $39.4M
Tocqueville Asset Management L.P. 0.65% Reduce -0.2% 429,373 $39.1M
Thrivent Financial for Lutherans 0.08% Add +24.1% 420,495 $38.3M
GenTrust, LLC 2.05% Add +41.1% 414,555 $37.8M
Forbes J M & Co. LLP 3.41% Add +1.1% 365,105 $33.3M
Wellington Management Group LLP 0.01% Add +2636.5% 360,802 $32.9M
Moore Capital Management, LP 0.74% Reduce -59.6% 357,350 $32.6M
Alps Advisors Inc. 0.22% Add +9.5% 356,729 $32.5M
KCM Investment Advisors LLC 1.17% Add +2.0% 356,282 $32.5M
HSBC Holdings PLC 0.02% Reduce -45.4% 349,884 $32.0M
Signature Estate & Investment Advisors LLC 0.80% New 350,954 $32.0M
Composition Wealth, LLC 0.78% Reduce -5.0% 350,091 $31.9M
Toronto Dominion Bank 0.05% Reduce -69.8% 348,798 $31.8M
Kestra Advisory Services, LLC 0.18% Add +17.0% 347,422 $31.7M
Blue Chip Partners, LLC 2.92% Add +2.1% 346,680 $31.6M
Sanctuary Advisors, LLC 0.23% — 329,615 $31.6M
Cerity Partners LLC 0.08% Reduce -47.8% 341,879 $31.2M
Weiss Asset Management LP 2.43% New 337,000 $30.7M
GTS Securities LLC 0.63% Reduce -10.4% 334,331 $30.5M
Summit Rock Advisors, LP 9.34% Add +394.1% 331,507 $30.2M
Condire Management, LP 4.05% Add +11.6% 329,306 $30.0M
Crestwood Advisors Group, LLC 0.61% Add +9.1% 323,620 $29.5M
Affinity Wealth Management LLC 5.26% Add +17.4% 316,202 $28.8M
Meiji Yasuda Life Insurance Co 0.55% Add +18.4% 297,692 $27.1M
Mariner, LLC 0.05% Reduce -1.5% 292,765 $26.7M
Nan Shan Life Insurance Co., Ltd. 0.63% Add +149.8% 292,109 $26.6M
Cresset Asset Management, LLC 0.11% Add +4.2% 291,855 $26.6M
1832 Asset Management L.P. 0.05% Add +110.1% 287,080 $26.2M
Mercer Global Advisors Inc. 0.07% Add +4.9% 299,965 $26.1M
Millennium Management 0.02% Reduce -44.6% 284,514 $25.9M
Cwm, LLC 0.12% Add +207.6% 275,837 $25.1M
Focus Partners Wealth 0.08% Add +683.2% 275,245 $25.1M
Peapack Gladstone Financial Corp. 0.39% Reduce -4.9% 275,092 $25.1M
Municipal Employees' Retirement System of Michigan 0.34% Reduce -25.7% 272,548 $24.8M
Angeles Investment Advisors, LLC 1.26% No change 270,800 $24.7M
Avantax Advisory Services, Inc. 0.17% Add +3.2% 256,325 $23.4M
Granger Management LLC 3.88% Reduce -9.5% 255,063 $23.2M
Candlestick Capital Management LP 0.88% Add +150.0% 250,000 $22.8M
J.Safra Asset Management Corp 2.24% Add +2.9% 243,502 $22.2M
Equitable Holdings, Inc. 0.23% Reduce -7.6% 243,388 $22.2M
Beacon Pointe Advisors, LLC 0.26% Reduce -17.2% 239,465 $21.8M
Migdal Insurance & Financial Holdings Ltd. 0.36% Add +2522.9% 239,076 $21.8M
Appleton Partners Inc. 1.67% Reduce -2.9% 238,362 $21.7M
CoreCap Advisors, LLC 2.22% Reduce -0.5% 234,597 $21.4M
Ferguson Wellman Capital Management, Inc. 0.43% Reduce -1.7% 230,730 $21.0M
Wealth Advisors of Iowa, LLC 11.69% Add +145.2% 265,747 $20.9M
Girard Partners LTD. 1.96% Reduce -4.0% 227,386 $20.7M
Franklin Resources Inc. 0.01% Add +92.8% 225,987 $20.6M
Brown Advisory Inc. 0.03% Reduce -1.1% 225,071 $20.5M
Capital Analysts, LLC 0.90% Add +6976.5% 223,830 $20.4M
Madison Asset Management, LLC 0.24% Reduce -8.1% 216,442 $19.7M
Swan Global Investments, LLC 0.98% Reduce -12.1% 215,528 $19.6M
Trust Asset Management LLC 1.63% No change 212,786 $19.4M
Lee Financial Co 3.05% Reduce -3.4% 204,919 $18.7M
Integrated Wealth Concepts LLC 0.25% Add +22.1% 202,645 $18.5M
Advisory Alpha, LLC 0.72% Add +4.1% 200,218 $18.2M
W.G. Shaheen & Associates DBA Whitney & Co 2.06% Reduce -0.3% 197,159 $18.0M
Independent Financial Group, LLC 0.71% Add +2.1% 195,164 $17.8M
Janney Capital Management LLC 1.24% Add +39.4% 192,555 $17.6M
SG Americas Securities, LLC 0.11% Reduce -32.6% 192,450 $17.5M
Full Sail Capital, LLC 1.14% Add +1.7% 186,551 $17.0M
Creative Planning 0.02% Reduce -3.1% 185,415 $16.9M
Resonant Capital Advisors, LLC 1.36% Add +6.4% 184,361 $16.8M
Pathstone Holdings, LLC 0.08% Reduce -0.2% 184,287 $16.8M
Blair William & Co. 0.05% Add +0.5% 184,281 $16.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.50% Reduce -3.6% 183,694 $16.7M
Chemung Canal Trust Co. 3.24% Reduce -3.2% 183,428 $16.7M
Veltria Advisors Corp. 6.00% Reduce -21.1% 183,178 $16.7M
SP Asset Management LLC 1.50% Reduce -1.3% 181,093 $16.5M
L & S Advisors Inc 2.12% Add +4341.3% 181,027 $16.5M
Atria Wealth Solutions, Inc. 0.18% Reduce -2.3% 177,192 $16.2M
Black Swift Group, LLC 3.72% Add +6.2% 176,634 $16.1M
B & T Capital Management DBA Alpha Capital Management 3.13% Add +0.1% 176,553 $16.1M
Diversify Advisory Services, LLC 0.88% Add +68.9% 180,292 $16.0M
Steward Partners Investment Advisory, LLC 0.17% Reduce -9.1% 175,145 $16.0M
EHP Funds Inc. 7.66% Add +141.1% 170,000 $15.5M
Unisphere Establishment 0.16% Add +21.4% 170,000 $15.5M
Aveo Capital Partners, LLC 1.75% Add +1.1% 169,429 $15.4M
U.S. Capital Wealth Advisors, LLC 0.58% Reduce -1.5% 167,462 $15.3M
Blume Capital Management, Inc. 3.66% Add +0.3% 166,153 $15.1M
Armstrong Advisory Group, Inc. 1.34% Reduce -3.9% 166,050 $15.1M
Wealth Enhancement Advisory Services, LLC 0.04% Add +35.6% 163,483 $14.9M
NewEdge Advisors, LLC 0.11% Add +13.0% 160,441 $14.6M
NewSquare Capital LLC 1.24% Add +6.0% 161,908 $14.4M
Benjamin F. Edwards & Company, Inc. 0.25% Add +4.1% 157,484 $14.4M
First Interstate Bank 0.95% Reduce -2.9% 156,947 $14.3M
Tiff Advisory Services, LLC 4.92% No change 156,691 $14.3M
Dakota Wealth Management 0.34% Reduce -1.6% 156,184 $14.2M
Oppenheimer & Co. Inc. 0.22% Add +10.6% 154,110 $14.0M
Cornerstone Advisors, LLC 0.57% Reduce -1.5% 154,100 $14.0M
Jefferies Financial Group Inc. 0.29% Reduce -32.5% 152,384 $13.9M
Concurrent Investment Advisors, LLC 0.46% Reduce -26.9% 152,139 $13.9M
Bank of New York Mellon Corp 0.00% Reduce -18.1% 152,049 $13.9M
Money Design Co.,Ltd. 0.74% Reduce -8.1% 150,108 $13.7M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.61% Reduce -2.9% 150,000 $13.7M
Scotia Capital Inc. 0.08% Reduce -1.8% 149,870 $13.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.14% Add +176.2% 149,740 $13.7M
Pittenger & Anderson Inc. 0.56% No change 149,499 $13.6M
Ameritas Advisory Services, LLC 0.51% Add +4.7% 149,266 $13.6M
Stratos Wealth Partners, LTD. 0.22% Reduce -2.8% 146,269 $13.3M
Cibc World Markets Corp. 0.09% New 142,262 $13.0M
Partners Capital Investment Group, LLP 0.22% New 141,066 $12.9M
Hilton Capital Management, LLC 1.05% Add +4.0% 136,817 $12.5M
Atria Investments, Inc 0.16% Add +4.0% 136,069 $12.4M
LS Investment Advisors, LLC 1.92% Reduce -4.7% 134,941 $12.3M
Geneos Wealth Management Inc. 0.54% Reduce -27.1% 133,946 $12.2M
Royal Fund Management, LLC 1.64% Add +12.3% 133,539 $12.2M
B. Riley Wealth Advisors, Inc. 0.31% Reduce -9.3% 133,159 $12.1M
Comerica Bank 0.05% Reduce -5.0% 130,325 $11.9M
Allen Investment Management, LLC 0.14% Add +0.8% 129,635 $11.8M
Cumberland Advisors Inc. 4.79% Reduce -3.2% 128,462 $11.7M
Advisory Services Network, LLC 0.24% Reduce -12.4% 128,393 $11.7M
Financial Advocates Investment Management 0.71% Add +37.0% 125,860 $11.5M
MAI Capital Management 0.11% Reduce -7.1% 125,158 $11.4M
Solitude Financial Services 5.28% Add +3.2% 124,650 $11.4M
WESPAC Advisors SoCal, LLC 2.83% Add +26.6% 123,718 $11.3M
Invictus Private Wealth, LLC 0.94% Add +2.4% 122,954 $11.2M
Keybank National Association 0.05% Reduce -6.9% 122,407 $11.2M
Paloma Partners Management Co 1.21% Reduce -8.4% 122,089 $11.1M
WINTON GROUP Ltd 0.75% New 121,386 $11.1M
Stratos Wealth Advisors, LLC 0.55% Add +8.9% 121,173 $11.0M
Verition Fund Management LLC 0.09% Add +3890.2% 120,264 $11.0M
D L Carlson Investment Group Inc. 2.10% Reduce -1.2% 119,295 $10.9M
Cadent Capital Advisors, LLC 4.41% Reduce -2.8% 119,186 $10.9M
Onyx Bridge Wealth Group LLC 1.77% Add +13.2% 118,232 $10.8M
Clarity Financial LLC 1.62% Add +13.5% 117,965 $10.8M
Cerity Partners OCIO LLC 0.82% — 117,719 $10.7M
Fielder Capital Group LLC 4.12% Add +3.7% 117,702 $10.7M
Gladstone Institutional Advisory LLC 0.56% Add +17.6% 117,636 $10.7M
Prudent Investors Network, Inc. 3.87% Add +3.7% 117,535 $10.7M
Thomist Capital Management, LP 3.87% Add +14.7% 116,558 $10.7M
Alerus Financial NA 0.80% Reduce -1.8% 117,099 $10.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -4.3% 116,638 $10.6M
Merit Financial Group, LLC 0.23% Add +1.0% 116,507 $10.6M
NTV Asset Management LLC 1.52% Add +0.3% 116,374 $10.6M
D.A. Davidson & Co. 0.09% Add +17.6% 115,144 $10.5M
Busey Bank 0.36% Reduce -12.0% 114,334 $10.4M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +26.8% 117,263 $10.4M
Spire Wealth Management 0.36% Reduce -12.0% 112,496 $10.2M
WNY Asset Management, LLC 1.35% Add +0.3% 112,113 $10.2M
Macquarie Group Ltd. 0.01% Add +217.3% 111,039 $10.1M
AE Wealth Management LLC 0.10% Add +15.9% 110,716 $10.1M
Envestnet Portfolio Solutions, Inc. 0.04% Add +67.3% 110,272 $10.1M
Fiduciary Group, LLC 1.08% Reduce -0.3% 109,862 $10.0M
Demars Financial Group, LLC 4.78% Add +3.3% 109,504 $10.0M
AlTi Global, Inc. 0.27% Add +11.9% 108,805 $9.9M
Axxcess Wealth Management, LLC 0.27% Add +112.1% 108,310 $9.9M
Park Avenue Securities LLC 0.12% Add +61.1% 107,313 $9.8M
Fisher Asset Management 0.00% Reduce -2.4% 107,296 $9.8M
Van Eck Associates Corp. 0.01% Add +95.9% 106,574 $9.7M
Sowell Financial Services LLC 0.46% Add +4.0% 105,484 $9.6M
Sigma Planning Corp 0.30% Add +22.3% 105,314 $9.6M
National Bank of Canada 0.01% Reduce -42.4% 104,471 $9.5M
Marshall Wace, LLP 0.01% Add +11444.4% 103,900 $9.5M
Lyell Wealth Management, LP 0.90% Add +4.4% 103,822 $9.5M
Hudson Bay Capital Management LP 0.08% Reduce -44.7% 102,800 $9.4M
Vestcor Inc 0.32% No change 102,800 $9.4M
Parallel Advisors, LLC 0.24% Reduce -4.5% 102,349 $9.3M
Vickerman Investment Advisors, Inc. 2.99% Add +2.5% 102,225 $9.3M
Capital Insight Partners, LLC 1.75% Add +2.9% 101,490 $9.3M
Kestra Private Wealth Services, LLC 0.18% Reduce -6.1% 101,057 $9.2M
Baker Avenue Asset Management, LP 0.31% Add +1.3% 100,446 $9.2M
Rezny Wealth Management, Inc. 2.44% New 100,132 $9.1M
Capital Investment Advisors, LLC 0.21% Reduce -2.4% 100,010 $9.1M
GW Henssler & Associates Ltd. 0.54% No change 99,088 $9.0M
Riggs Asset Managment Co. Inc. 2.68% Add +0.5% 98,717 $9.0M
GYL Financial Synergies, LLC 0.69% Reduce -11.3% 98,267 $9.0M
Steele Capital Management, Inc. 0.50% Reduce -0.8% 97,523 $8.9M
Ethos Financial Group, LLC 1.57% Add +1.5% 97,190 $8.9M
Old National Bancorp 0.21% Reduce -7.4% 97,147 $8.9M
WBH Advisory Inc. 0.90% Add +9.3% 97,117 $8.9M
Invst, LLC 0.97% Add +2265.8% 96,547 $8.8M
Bryn Mawr Trust Advisors, LLC 0.48% Reduce -0.1% 95,930 $8.7M
UNIVEST FINANCIAL Corp 2.43% Reduce -0.6% 95,877 $8.7M
Whitcomb & Hess, Inc. 2.71% Add +1.7% 95,437 $8.7M
Banco BTG Pactual S.A. 2.21% Add +17.2% 92,655 $8.7M
EP Wealth Advisors, LLC 0.09% Add +5.1% 94,514 $8.6M
Mgo One Seven LLC 0.41% Add +2.6% 93,716 $8.5M
Fagan Associates, Inc. 1.49% Reduce -1.4% 93,306 $8.5M
Virtu Financial LLC 0.59% Add +101.8% 93,095 $8.5M
Biltmore Wealth Management, LLC 3.68% Add +3.4% 93,071 $8.5M
Trek Financial, LLC 0.67% Add +10.6% 92,141 $8.4M
Simplex Trading, LLC 0.27% Reduce -91.7% 91,589 $8.3M
Novare Capital Management LLC 0.74% Reduce -15.4% 89,983 $8.2M
Glenmede Trust Co. NA 0.04% Reduce -0.8% 89,307 $8.1M
Toth Financial Advisory Corp. 1.03% Reduce -0.3% 88,783 $8.1M
Fiducient Advisors LLC 1.11% Reduce -10.8% 87,838 $8.0M
Buska Wealth Management, LLC 3.19% Add +7.4% 87,704 $8.0M
Greater Midwest Financial Group, LLC 5.02% Add +2.1% 88,479 $7.9M
Bar Harbor Wealth Management 0.52% Add +0.1% 86,131 $7.9M
Fifth Third Securities, Inc. 0.72% Reduce -0.7% 85,895 $7.8M
Thomasville National Bank 0.62% Reduce -1.0% 84,669 $7.7M
Vestor Capital, LLC 0.62% Reduce -4.8% 84,584 $7.7M
Founders Financial Alliance, LLC 2.29% Add +1.3% 84,543 $7.7M
Carnegie Investment Counsel 0.24% Add +9.5% 84,247 $7.7M
Integrated Advisors Network LLC 0.40% Reduce -24.4% 84,241 $7.7M
Arkadios Wealth Advisors 0.51% Add +27.3% 82,750 $7.5M
SOL Capital Management CO 0.90% Reduce -3.5% 82,480 $7.5M
Financial Freedom, LLC 4.26% Reduce -5.1% 82,245 $7.5M
Blue Trust, Inc. 0.10% Add +22.3% 79,260 $7.5M
Neuberger Berman Group LLC 0.01% Reduce -2.2% 81,669 $7.4M
Falcon Wealth Planning 0.96% Reduce -21.7% 80,982 $7.4M
Aft, Forsyth & Sober, LLC 2.52% No change 80,450 $7.3M
Granby Capital Management, LLC 4.17% No change 80,000 $7.3M
Ashton Thomas Private Wealth, LLC 0.40% Add +16.6% 79,769 $7.3M
Renaissance Technologies 0.01% Reduce -80.7% 78,961 $7.2M
Bedell Frazier Investment Counselling, LLC 1.73% Add +2.9% 78,934 $7.2M
Scarborough Advisors, LLC 2.96% Reduce -0.4% 78,910 $7.2M
IMZ Advisory Inc 3.57% Add +11.1% 78,468 $7.2M
Skylands Capital, LLC 1.01% Reduce -9.5% 78,300 $7.1M
Allspring Global Investments Holdings, LLC 0.01% New 77,621 $7.1M
Warwick Investment Management, Inc. 1.66% No change 77,575 $7.1M
Vontobel Holding Ltd. 0.02% Add +2.9% 77,096 $7.0M
Hollow Brook Wealth Management LLC 2.38% Add +8.0% 77,019 $7.0M
Point72 Asset Management 0.02% Add +663.4% 76,335 $7.0M
Vectors Research Management, LLC 2.12% Add +2.0% 75,780 $6.9M
Pinnacle Associates Ltd. 0.11% Reduce -1.8% 75,558 $6.9M
Lido Advisors, LLC 0.06% Add +9.5% 75,541 $6.9M
Principal Securities, Inc. 0.19% Add +18.5% 74,987 $6.8M
Evolution Wealth Advisors, LLC 1.33% Add +4.9% 74,873 $6.8M
Matrix Private Capital Group LLC 4.27% Add +0.4% 74,578 $6.8M
Cadence Wealth Management LLC 4.74% Add +2.3% 74,410 $6.8M
Commerce Bank 0.04% Add +0.0% 73,864 $6.7M
Stillwater Capital Advisors, LLC 0.94% Add +2.7% 73,773 $6.7M
Mirador Capital Partners LP 1.26% Add +2.8% 73,771 $6.7M
Dumont & Blake Investment Advisors LLC 0.95% Add +100.6% 73,592 $6.7M
Ted Buchan & Co 3.59% Reduce -10.0% 73,430 $6.7M
Meitav Investment House Ltd. 0.12% Reduce -28.8% 73,063 $6.7M
IFP Advisors, Inc 0.26% Add +10.3% 72,567 $6.6M
Winthrop Advisory Group LLC 0.90% Add +3.0% 72,565 $6.6M
Edmond DE Rothschild Holding S.A. 0.11% No change 72,405 $6.6M
Aptus Capital Advisors, LLC 0.13% Reduce -3.4% 72,385 $6.6M
Evergreen Capital Management LLC 0.24% Add +1.9% 72,349 $6.6M
Krilogy Financial LLC 0.48% Reduce -0.8% 71,818 $6.5M
Wealthcare Advisory Partners LLC 0.20% Add +24.6% 70,890 $6.5M
Act Wealth Management, LLC 3.17% Add +0.4% 70,628 $6.4M
Mutual Advisors, LLC 0.19% Add +12.3% 70,392 $6.4M
Northeast Financial Consultants Inc 0.30% Reduce -6.5% 70,583 $6.4M
Valmark Advisers, Inc. 0.11% Add +4.9% 70,569 $6.4M
Parsons Capital Management Inc. 0.44% Add +0.3% 70,382 $6.4M
Capital Advisors, Ltd. LLC 0.83% Reduce -0.1% 70,241 $6.4M
Capital Advisors Wealth Management, LLC 1.26% Add +3.7% 70,003 $6.4M
DAVENPORT & Co LLC 0.04% Add +5.3% 69,691 $6.4M
Western Wealth Management, LLC 0.47% Reduce -3.0% 69,391 $6.3M
GDS Wealth Management 0.69% Add +9.4% 69,335 $6.3M
Financial Guidance Group, Inc. 3.80% Reduce -1.6% 67,837 $6.2M
Menlo Advisors LLC 3.41% Add +7.4% 67,395 $6.1M
Global Retirement Partners, LLC 0.19% Reduce -18.7% 67,002 $6.1M
Petix & Botte Co 1.72% Add +98.8% 66,678 $6.1M
IHT Wealth Management, LLC 0.23% Add +17.7% 66,214 $6.0M
Investors Research Corp 1.41% Reduce -1.3% 66,097 $6.0M
Summit Financial, LLC 0.27% Add +17.8% 65,372 $6.0M
Lake Hills Wealth Management, LLC 4.26% Add +5.0% 65,103 $5.9M
Proquility Private Wealth Partners, LLC 2.02% Reduce -2.7% 65,100 $5.9M
Almanack Investment Partners, LLC. 1.00% Reduce -4.1% 65,092 $5.9M
OMERS ADMINISTRATION Corp 0.06% New 64,600 $5.9M
King Wealth Management Group 0.98% Reduce -1.9% 64,521 $5.9M
Concourse Financial Group Securities, Inc. 0.37% Add +46.6% 64,181 $5.9M
Jupiter Wealth Management LLC 3.09% Reduce -7.0% 62,541 $5.8M
Visionary Wealth Advisors 0.38% Reduce -9.1% 63,670 $5.8M
Crescent Grove Advisors, LLC 0.63% Add +6.5% 63,460 $5.8M
Venture Visionary Partners LLC 0.27% Add +2.7% 63,227 $5.8M
Donaldson Capital Management, LLC 0.24% Reduce -16.5% 63,144 $5.8M
Banco Santander, S.A. 0.07% Add +16.9% 63,062 $5.7M
High Note Wealth, LLC 1.75% Add +11.1% 62,941 $5.7M
Corecam Pte. Ltd. 4.28% Add +41.1% 62,800 $5.7M
Ami Investment Management Inc. 2.00% Reduce -3.1% 62,726 $5.7M
Snowden Capital Advisors LLC 0.17% Reduce -5.4% 62,602 $5.7M
Three Seasons Wealth, LLC 3.15% Add +6.5% 62,483 $5.7M
Wealthspire Advisors, LLC 0.07% Add +0.5% 62,304 $5.7M
Ameraudi Asset Management, Inc. 2.57% Add +23.5% 62,008 $5.7M
Crumly & Associates Inc. 1.61% Reduce -3.0% 61,477 $5.6M
Wedbush Securities Inc. 0.20% Reduce -18.8% 61,373 $5.6M
WealthCare Investment Partners, LLC 2.58% Add +1.1% 60,963 $5.6M
Centaurus Financial, Inc. 0.37% Add +33.3% 60,890 $5.5M
Asset Allocation Strategies LLC 1.86% Reduce -3.8% 60,758 $5.5M
Long Run Wealth Advisors, LLC 1.40% Add +89.4% 60,552 $5.5M
Orion Porfolio Solutions, LLC 0.06% Add +5.3% 60,323 $5.5M
Orion Portfolio Solutions, LLC 0.06% Add +5.3% 60,323 $5.5M
Trilogy Capital Inc. 0.30% Reduce -37.3% 59,832 $5.5M
Focus Financial Network, Inc. 0.23% Reduce -8.3% 58,077 $5.4M
M&T Bank Corp 0.02% Reduce -4.9% 59,324 $5.4M
Wolverine Trading, LLC 0.09% Reduce -83.9% 59,219 $5.4M
Cavalier Investments, LLC 1.65% Reduce -39.1% 58,642 $5.3M
Harbour Investments, Inc. 0.18% Reduce -1.9% 58,344 $5.3M
Pekin Hardy Strauss, Inc. 0.73% Reduce -0.1% 58,283 $5.3M
Roundview Capital LLC 0.42% Add +11.0% 58,182 $5.3M
Graypoint LLC 0.37% Add +3.0% 58,173 $5.3M
Matrix Trust Co 1.19% Add +15.2% 57,786 $5.3M
TD Waterhouse Canada Inc. 0.05% Reduce -2.1% 57,461 $5.2M
West Family Investments, Inc. 1.56% No change 57,000 $5.2M
Flagship Harbor Advisors, LLC 0.31% Add +32.5% 56,931 $5.2M
Journey Strategic Wealth LLC 0.22% Add +16.3% 56,901 $5.2M
Private Wealth Advisors, LLC 2.25% Add +1.9% 56,516 $5.2M
Segment Wealth Management, LLC 0.38% Add +1.8% 56,535 $5.2M
AlphaMark Advisors, LLC 1.79% Add +3.7% 56,374 $5.1M
Cypress Capital Group 0.62% Reduce -1.0% 56,363 $5.1M
Associated Banc-Corp 0.16% Reduce -0.2% 56,343 $5.1M
Magnus Financial Group LLC 0.58% Add +14.5% 56,278 $5.1M
HMS Capital Management, LLC 2.67% Add +3.3% 56,251 $5.1M
Great Valley Advisor Group, Inc. 0.14% Reduce -0.3% 55,275 $5.0M
Leonard Rickey Investment Advisors P.L.L.C. 1.20% Add +7.3% 55,071 $5.0M
Leicht Financial Planning & Wealth Management, Inc. 2.65% Add +3.7% 54,601 $5.0M
Oppenheimer Asset Management Inc. 0.06% Reduce -43.5% 54,567 $5.0M
Marathon Trading Investment Management LLC 1.33% Add +7601.4% 53,910 $4.9M
J.W. Cole Advisors, Inc. 0.23% Reduce -3.6% 53,606 $4.9M
United Capital Financial Advisors, LLC 0.04% Reduce -7.5% 53,427 $4.9M
Tamar Securities, LLC 0.79% Add +1.4% 53,170 $4.8M
Ancora Advisors LLC 0.12% Add +70.8% 53,086 $4.8M
Fox Run Management, L.L.C. 0.91% Add +960.0% 53,000 $4.8M
Consolidated Capital Management, LLC 2.31% Add +78.9% 52,992 $4.8M
Creative Financial Designs Inc. 0.43% Add +44.0% 52,424 $4.8M
Meridian Wealth Management, LLC 0.57% New 52,281 $4.8M
Van Strum & Towne Inc. 1.73% Add +0.2% 52,272 $4.8M
BigSur Wealth Management LLC 1.45% Reduce -10.9% 52,105 $4.7M
Transcend Capital Advisors, LLC 0.34% Add +0.4% 51,980 $4.7M
Great Lakes Advisors, LLC 0.04% Reduce -1.2% 51,967 $4.7M
Innova Wealth Partners 3.39% Reduce -1.5% 51,966 $4.7M
Prospera Financial Services Inc 0.13% Reduce -1.4% 51,627 $4.7M
Camelot Technology Advisors, Inc. 4.36% Reduce -4.8% 51,312 $4.7M
Founders Financial Securities LLC 0.44% Add +18.6% 50,678 $4.6M
Townsquare Capital LLC 0.06% Add +0.7% 50,441 $4.6M
BW Gestao de Investimentos Ltda. 0.60% Reduce -16.7% 50,000 $4.6M
Atlantic Private Wealth, LLC 3.71% Reduce -0.9% 49,990 $4.6M
Ausdal Financial Partners, Inc. 0.48% Add +42.9% 49,819 $4.5M
Fairfield Financial Advisors, LTD 1.32% — 49,188 $4.5M
Bleakley Financial Group, LLC 0.13% Add +1.5% 48,756 $4.4M
Simplicity Wealth,LLC 0.10% Add +5.8% 48,756 $4.4M
Herbst Group, LLC 2.70% Reduce -1.2% 48,740 $4.4M
Algorithmic Investment Models, LLC 3.47% Reduce -40.4% 48,715 $4.4M
Man Group plc 0.01% Reduce -92.1% 48,696 $4.4M
Phoenix Financial Ltd. 0.07% Reduce -26.3% 48,486 $4.4M
Regal Investment Advisors LLC 0.29% Add +9.7% 48,314 $4.4M
Atom Investors LP 0.44% Add +44.2% 48,080 $4.4M
Canton Hathaway, LLC 1.20% Add +1.0% 48,068 $4.4M
Ridgepath Capital Management LLC 4.28% Add +379.2% 47,911 $4.4M
Johnson Investment Counsel Inc. 0.05% Add +6.6% 47,690 $4.3M
Hall Capital Management Co. Inc. 2.07% Add +1.6% 47,604 $4.3M
Edge Capital Group, LLC 0.21% Reduce -1.0% 47,295 $4.3M
Ironwood Wealth Management, Inc. 2.18% Add +0.8% 47,703 $4.3M
SPX Gestao de Recursos Ltda 0.65% Reduce -83.7% 47,240 $4.3M
Synovus Financial Corp. 0.06% Reduce -0.1% 46,961 $4.3M
Boston Research & Management Inc. 1.07% Reduce -1.4% 46,431 $4.2M
Lombard Odier Asset Management (USA) Corp 1.84% No change 46,000 $4.2M
Portman Square Capital LLP 3.26% New 45,863 $4.2M
Jmac Enterprises LLC 0.73% Add +6.0% 45,818 $4.2M
Tritonpoint Wealth, LLC 0.40% Add +25.6% 45,462 $4.1M
Insigneo Advisory Services, LLC 0.47% Reduce -1.0% 47,922 $4.1M
FOCUS Wealth Advisors, LLC 2.12% Add +6.5% 45,296 $4.1M
Sigma Investment Counselors Inc. 0.26% No change 45,177 $4.1M
5th Street Advisors, LLC 2.15% Add +2.1% 45,036 $4.1M
LYNX Capital Group Ltd. 2.83% Add +1.1% 44,968 $4.1M
Apollon Wealth Management, LLC 0.12% Reduce -12.7% 44,960 $4.1M
North Star Asset Management Inc. 0.19% Reduce -3.2% 44,922 $4.1M
Rothschild Capital Partners, LLC 1.17% No change 44,883 $4.1M
CSS LLC 0.89% Add +1589.1% 44,744 $4.1M
BlueCrest Capital Management Ltd 1.14% Add +118.5% 44,733 $4.1M
Allred Capital Management, LLC 1.56% Add +5.4% 44,653 $4.1M
Intrepid Financial Planning Group LLC 1.74% Add +1.0% 44,562 $4.1M
UMB Bank, n.a. 0.07% Reduce -0.1% 44,431 $4.0M
CreativeOne Wealth, LLC 0.20% Reduce -28.4% 44,358 $4.0M
One Wealth Map LLC 2.49% Add +2.0% 43,848 $4.0M
Confluence Investment Management LLC 0.06% Add +13.1% 44,153 $4.0M
Certified Advisory Corp 0.50% Reduce -7.9% 43,876 $4.0M
NWF Advisory Services Inc. 0.63% Add +10.8% 43,583 $4.0M
Dynamic Advisor Solutions LLC 0.13% Add +2.6% 43,560 $4.0M
BOS Asset Management, LLC 1.83% Add +8.4% 43,358 $4.0M
Global Wealth Strategies & Associates 1.42% Add +3.7% 43,298 $3.9M
Ensign Peak Advisors, Inc 0.01% Add +18.5% 43,213 $3.9M
Regis Management CO LLC 1.19% Reduce -3.1% 43,205 $3.9M
Investment Advisory Services Inc. /TX 1.44% Add +0.8% 43,088 $3.9M
Shay Capital LLC 1.09% Add +330.0% 43,000 $3.9M
Anderson Hoagland & Co. 0.41% Add +4.4% 44,116 $3.9M
Axiom Advisory, LLC 0.04% New 42,028 $3.9M
Affinity Capital Advisors, LLC 0.82% Add +13.2% 42,887 $3.9M
Fiduciary Trust Co 0.06% Add +0.5% 42,814 $3.9M
IronBridge Private Wealth, LLC 1.46% New 42,718 $3.9M
M Holdings Securities, Inc. 0.50% Add +22.2% 42,366 $3.9M
NewEdge Wealth, LLC 0.08% Reduce -10.4% 42,329 $3.9M
Pettyjohn, Wood & White, Inc. 0.75% Add +1.5% 42,316 $3.9M
MMBG Investment Advisors Co. 0.41% Reduce -14.5% 42,200 $3.8M
Perennial Investment Advisors, LLC 0.55% Reduce -43.0% 41,884 $3.8M
Theory Financial LLC 1.79% Reduce -6.8% 41,496 $3.8M
Centiva Capital, LP 0.18% Add +4.2% 41,420 $3.8M
Belpointe Asset Management LLC 0.26% Reduce -54.1% 41,418 $3.8M
Prudential PLC 0.03% Reduce -30.8% 41,095 $3.7M
Koshinski Asset Management, Inc. 0.35% Add +39.4% 42,041 $3.7M
Bray Capital Advisors 0.93% Add +0.5% 40,823 $3.7M
Vaughan David Investments LLC 0.09% Reduce -6.5% 40,729 $3.7M
Sequoia Financial Advisors, LLC 0.04% Add +1.8% 40,615 $3.7M
Pettinga Financial Advisors LLC 0.92% Reduce -4.9% 40,339 $3.7M
Beck Capital Management, LLC 1.01% Add +29.5% 40,254 $3.7M
Moulton Wealth Management, Inc. 3.32% Reduce -1.6% 41,199 $3.7M
Allworth Financial LP 0.02% Add +1.6% 39,562 $3.7M
TAP Consulting, LLC 0.77% Add +840.8% 40,088 $3.7M
&partners 0.16% Add +363.3% 40,020 $3.7M
Kentucky Farm Bureau Mutual Insurance Co 0.83% No change 40,000 $3.6M
Kovack Advisors, Inc. 0.40% Add +3.9% 39,865 $3.6M
Northstar Advisory Group, LLC 2.08% Add +9.1% 39,680 $3.6M
Regions Financial Corp. 0.03% Reduce -1.3% 39,635 $3.6M
HRT Financial LP 0.02% Reduce -79.1% 39,600 $3.6M
Winthrop Capital Management, LLC 1.79% Add +11.9% 39,326 $3.6M
Dai-ichi Life Holdings, Inc. 4.21% Add +45.0% 39,300 $3.6M
Caption Management, LLC 0.38% Add +56.4% 39,100 $3.6M
Stevard, LLC 3.08% Add +0.6% 39,098 $3.6M
Continental Advisors LLC 2.75% Reduce -4.9% 39,000 $3.6M
Regis Acquisition Inc. 2.17% Add +1.8% 38,988 $3.6M
Csenge Advisory Group 0.20% Reduce -24.9% 38,987 $3.6M
Ayalon Insurance Comp Ltd. 1.17% Reduce -3.0% 38,899 $3.5M
Avondale Wealth Management 2.39% Add +19.3% 38,375 $3.5M
First National Trust Co 0.14% Reduce -3.8% 38,118 $3.5M
CENTRAL TRUST Co 0.08% Add +10.9% 38,042 $3.5M
M3 Advisory Group, LLC 2.83% Add +5.2% 37,770 $3.4M
Cabana LLC 15.65% New 37,497 $3.4M
Provident Co of the Employees of the Hebrew University LTD 4.06% Add +2.6% 37,454 $3.4M
PFG Advisors 0.23% Reduce -10.5% 37,383 $3.4M
First Financial Bank - Trust Division 0.34% Reduce -0.0% 37,364 $3.4M
Asset Management Group, Inc. 0.52% Add +2.1% 37,358 $3.4M
First Merchants Corp. 0.14% Reduce -1.0% 37,297 $3.4M
Stephens Inc. 0.05% Reduce -0.5% 37,297 $3.4M
McGuire Investment Group, LLC 0.49% Add +0.8% 37,228 $3.4M
Sweet Financial Partners, LLC 0.77% Reduce -0.4% 37,026 $3.4M
Vivid Wealth Management, LLC 1.88% Add +0.7% 36,843 $3.4M
Jennison Associates LLC 0.00% Add +38.1% 36,824 $3.4M
Financial Sense Advisors, Inc. 1.06% Add +0.7% 36,670 $3.3M
Herold Advisors, Inc. 0.77% Add +0.1% 36,381 $3.3M
OneDigital Investment Advisors LLC 0.04% Add +93.8% 36,339 $3.3M
Blue Door Asset Management, LLC 2.25% No change 36,300 $3.3M
Orange Investment Advisors, Inc. 0.43% Add +4.0% 39,371 $3.3M
United Bank 1.64% Add +1.8% 36,050 $3.3M
Robertson Stephens Wealth Management, LLC 0.17% Reduce -11.0% 36,046 $3.3M
Lowe Brockenbrough & Co. Inc. 0.22% Add +5.7% 35,912 $3.3M
Premier Path Wealth Partners, LLC 0.56% Reduce -1.4% 35,747 $3.3M
Innealta Capital, LLC 1.08% Reduce -58.4% 35,724 $3.3M
Farmers & Merchants Trust Co of Chambersburg PA 1.31% Reduce -0.1% 35,518 $3.2M
Rockland Trust Co. 0.17% Reduce -1.3% 35,462 $3.2M
Salomon & Ludwin, LLC 0.36% Reduce -31.7% 35,174 $3.2M
Joseph P. Lucia & Associates, LLC 1.62% Add +2.1% 34,796 $3.2M
Choreo, LLC 0.05% Add +124.0% 34,770 $3.2M
WASHINGTON TRUST Co 0.12% Reduce -3.1% 34,498 $3.1M
TBH Global Asset Management, LLC 0.70% Reduce -25.3% 34,496 $3.1M
Susquehanna International Group Ltd. 0.78% New 34,318 $3.1M
Old Second National Bank of Aurora 0.80% Reduce -1.7% 34,299 $3.1M
Ameliora Wealth Management Ltd. 1.42% Add +28.7% 34,291 $3.1M
Pine Valley Investments Ltd Liability Co 0.23% Add +2.4% 33,911 $3.1M
Bay Rivers Group 1.60% Add +1.0% 33,852 $3.1M
First Horizon Advisors, Inc. 0.09% Reduce -2.8% 33,703 $3.1M
Cape Cod Five Cents Savings Bank 0.30% Reduce -1.7% 33,544 $3.1M
Clal Insurance Enterprises Holdings Ltd 0.03% Reduce -96.4% 33,525 $3.1M
Prime Capital Investment Advisors, LLC 0.04% Reduce -5.8% 33,342 $3.0M
Guggenheim Capital LLC 0.02% No change 33,251 $3.0M
Embree Financial Group 0.58% Add +8.1% 33,145 $3.0M
Valicenti Advisory Services Inc. 0.81% Reduce -3.7% 33,125 $3.0M
Beacon Financial Group 0.34% Reduce -1.2% 33,109 $3.0M
Deutsche Bank AG 0.00% Reduce -10.1% 33,037 $3.0M
Simmons Bank 0.23% Reduce -0.3% 32,853 $3.0M
B&D White Capital Company, LLC 0.63% Reduce -31.0% 32,839 $3.0M
Beaumont Asset Management, L.L.C. 1.92% Add +1.0% 32,811 $3.0M
Ellerson Group Inc. 2.28% Reduce -2.3% 32,808 $3.0M
Private Portfolio Partners LLC 2.43% Add +1.3% 32,757 $3.0M
Tradewinds, LLC. 0.92% New 32,684 $3.0M
Jane Street Group, LLC 0.00% Reduce -37.9% 32,513 $3.0M
Foundations Investment Advisors, LLC 0.07% Add +109.6% 32,412 $3.0M
Wealthstar Advisors, LLC 2.40% Add +249.3% 32,408 $3.0M
Wellington Shields Capital Management, LLC 0.53% Add +6.8% 32,179 $2.9M
Massachusetts Wealth Management 1.95% Add +14.0% 31,926 $2.9M
Pinnacle Financial Partners Inc 0.06% Reduce -0.9% 31,726 $2.9M
Ace Management Global Ltd. 0.85% Reduce -66.0% 31,706 $2.9M
Strategic Financial Partners, Ltd. 1.58% New 31,501 $2.9M
IFG Advisory, LLC 0.18% Add +4.9% 31,371 $2.9M
Independent Wealth Network Inc. 1.32% Add +3.2% 31,144 $2.8M
LifePlan Financial, LLC 2.60% Reduce -2.5% 30,950 $2.8M
Zullo Investment Group, Inc. 1.24% Add +2.9% 30,883 $2.8M
Silverleafe Capital Partners, LLC 0.99% Reduce -2.5% 30,817 $2.8M
Community Bank, N.A. 0.37% Add +0.3% 30,787 $2.8M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +9.8% 30,648 $2.8M
JBR Co Financial Management Inc 1.96% Add +16.1% 30,578 $2.8M
Itau Unibanco Holding S.A. 0.11% New 30,489 $2.8M
Castellan Group 1.32% Add +89.8% 30,400 $2.8M
Brookstone Capital Management 0.05% Add +8.5% 29,633 $2.8M
Main Management LLC 0.23% No change 30,231 $2.8M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.98% Reduce -0.3% 30,070 $2.7M
Knollwood Investment Advisory, LLC 0.30% No change 29,720 $2.7M
Fullerton Fund Management Co Ltd. 0.12% Reduce -65.6% 29,677 $2.7M
Spirepoint Private Client, LLC 0.38% Reduce -2.2% 29,548 $2.7M
Game Plan Financial Advisors, LLC 1.48% Reduce -2.5% 29,354 $2.7M
Saxon Interests, Inc. 1.27% Add +3.8% 29,285 $2.7M
Ieq Capital, LLC 0.04% Add +8.0% 29,250 $2.7M
Stockman Wealth Management, Inc. 0.47% Add +2.6% 29,108 $2.7M
Sutton Place Investors LLC 1.76% Add +0.4% 29,020 $2.6M
Willis Johnson & Associates, Inc. 0.21% Reduce -17.5% 28,727 $2.6M
Astor Investment Management LLC 1.20% Reduce -14.3% 28,710 $2.6M
Institute for Wealth Management, LLC. 0.35% Reduce -0.8% 28,709 $2.6M
Tidal Investments LLC 0.04% Add +547.0% 28,520 $2.6M
Kingsview Wealth Management, LLC 0.06% Add +5.6% 28,472 $2.6M
SWS Partners 0.77% Add +2.5% 28,401 $2.6M
Family Asset Management, LLC 1.66% Add +52.8% 28,306 $2.6M
Trust Co. of Oklahoma 0.90% Reduce -2.6% 28,216 $2.6M
Waldron Private Wealth LLC 0.12% Reduce -5.2% 28,211 $2.6M
Cedar Wealth Management, LLC 0.83% Add +24.6% 28,197 $2.6M
Valeo Financial Advisors, LLC 0.08% Add +40.3% 28,195 $2.6M
First National Corp. /Ma/ 0.61% Add +14.1% 28,130 $2.6M
AMG National Trust Bank 0.07% Add +49.4% 28,030 $2.6M
Venturi Wealth Management, LLC 0.15% Add +9.7% 27,999 $2.6M
Transamerica Financial Advisors, LLC 0.27% No change 27,952 $2.5M
D. Scott Neal, Inc. 1.41% Add +1.6% 27,867 $2.5M
CIBC Private Wealth Group LLC 0.00% Add +1.9% 28,268 $2.5M
Midwest Financial Group LLC 1.61% Add +2.1% 27,711 $2.5M
Activest Wealth Management 0.83% Add +788.6% 27,538 $2.5M
Pallas Capital Advisors LLC 0.11% Add +4.1% 26,686 $2.5M
First Business Financial Services, Inc. 0.26% Add +0.5% 27,252 $2.5M
Hardin Capital Partners, LLC 1.62% — 27,204 $2.5M
X-Square Capital, LLC 0.90% Add +27.0% 27,129 $2.5M
Ellis Investment Partners, LLC 0.52% Add +13.6% 27,116 $2.5M
Jaffetilchin Investment Partners, LLC 0.21% Reduce -5.2% 27,041 $2.5M
Bokf, NA 0.04% Reduce -2.4% 26,959 $2.5M
Regency Capital Management Inc.\DE 1.58% New 26,941 $2.5M
Global Strategic Investment Solutions, LLC 0.29% Add +0.3% 26,767 $2.4M
PCG Wealth Advisors, LLC 1.05% Add +8.8% 26,492 $2.4M
Cary Street Partners Investment Advisory LLC 0.10% Reduce -4.8% 26,379 $2.4M
American Money Management, LLC 0.51% Reduce -28.9% 26,268 $2.4M
Ascent Wealth Partners, LLC 0.35% Reduce -66.8% 26,190 $2.4M
AQR Capital Management 0.00% Add +73.7% 26,082 $2.4M
Nations Financial Group Inc, /Ia/ 0.19% Reduce -1.4% 26,074 $2.4M
Intellectus Partners, LLC 0.65% Reduce -4.8% 25,990 $2.4M
Perigon Wealth Management, LLC 0.07% Reduce -7.2% 25,941 $2.4M
Pinkerton Wealth, LLC 0.36% Add +99.2% 25,893 $2.4M
Cornerstone Wealth Management, LLC 0.18% Add +6.9% 25,856 $2.4M
SPC Financial, Inc. 0.22% Add +2.8% 25,810 $2.4M
Titleist Asset Management, LLC 0.36% Add +23.6% 25,732 $2.3M
Institutional & Family Asset Management, LLC 0.36% Add +322.0% 25,675 $2.3M
Lebenthal Global Advisors, LLC 0.51% Reduce -82.8% 25,543 $2.3M
PFG Investments, LLC 0.17% Reduce -1.3% 25,420 $2.3M
Bienville Capital Management, LLC 0.55% No change 25,323 $2.3M
Scoggin Management LP 1.52% New 25,000 $2.3M
Birch Hill Investment Advisors LLC 0.11% Reduce -9.5% 25,000 $2.3M
Mesirow Financial Investment Management, Inc. 0.05% Reduce -16.9% 24,981 $2.3M
Precedent Wealth Partners, LLC 0.92% New 24,953 $2.3M
Freedom Investment Management, Inc. 0.18% Add +0.5% 24,794 $2.3M
Consolidated Portfolio Review Corp 0.53% Add +390.4% 24,785 $2.3M
Surience Private Wealth LLC 2.90% New 24,713 $2.3M
Quest Investment Management LLC 0.25% Reduce -1.9% 24,696 $2.3M
GPS Wealth Strategies Group, LLC 0.34% Add +37.0% 24,645 $2.2M
German American Bancorp, Inc. 0.26% Reduce -0.6% 24,586 $2.2M
RFG Advisory, LLC 0.07% Reduce -5.5% 24,582 $2.2M
United Asset Strategies, Inc. 0.22% Reduce -12.1% 24,521 $2.2M
IPG Investment Advisors LLC 0.49% Reduce -8.7% 24,472 $2.2M
Burns J W & Co. Inc. 0.30% Reduce -5.4% 24,454 $2.2M
Trust Co 0.29% Reduce -1.5% 24,428 $2.2M
Symmetry Investments LP 0.28% Reduce -92.9% 24,300 $2.2M
Financial Counselors Inc. 0.04% Add +0.7% 24,086 $2.2M
Money Concepts Capital Corp. 0.18% Add +3.3% 24,012 $2.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 24,000 $2.2M
Colton Groome Financial Advisors, LLC 0.86% Reduce -1.7% 23,990 $2.2M
Castle Rock Wealth Management, LLC 0.54% Add +3.7% 23,908 $2.2M
Colonial River Investments, LLC 1.17% Reduce -14.9% 23,837 $2.2M
Raymond James Trust N.A. 0.05% Reduce -16.2% 23,711 $2.2M
Legacy PCG, LLC 1.35% Add +53.0% 23,645 $2.2M
Sykon Capital LLC 0.81% Reduce -0.8% 23,512 $2.1M
Forbes Financial Planning, Inc. 1.68% Reduce -1.5% 23,451 $2.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.24% Add +25.5% 23,447 $2.1M
Lowe Wealth Advisors, LLC 0.97% Reduce -2.7% 23,382 $2.1M
Fortis Group Advisors, LLC 0.42% Reduce -54.6% 23,331 $2.1M
Retirement Planning Group, LLC 0.14% Add +10.0% 23,322 $2.1M
Channel Wealth LLC 0.77% Reduce -22.7% 23,297 $2.1M
Grove Bank & Trust 0.34% Reduce -41.4% 23,177 $2.1M
Financial Futures Ltd Liability Co. 1.31% Add +409.6% 23,155 $2.1M
GeoWealth Management, LLC 0.09% Add +45.7% 23,110 $2.1M
Boltwood Capital Management 0.66% Reduce -4.3% 23,096 $2.1M
Claro Advisors Inc. 0.33% Add +25.5% 22,958 $2.1M
Tradewinds Capital Management, LLC 0.62% Add +63.4% 22,920 $2.1M
Client First Capital LLC 1.26% New 22,903 $2.1M
International Assets Investment Management, LLC 0.20% Add +0.8% 22,739 $2.1M
First Nebraska Trust Co 0.21% Add +2.3% 22,690 $2.1M
Bison Wealth, LLC 0.34% No change 21,866 $2.1M
Personal Cfo Solutions, LLC 0.32% Reduce -4.3% 22,635 $2.1M
Thoroughbred Financial Services, LLC 0.14% Add +3.0% 22,468 $2.0M
Buckingham Strategic Wealth, LLC 0.02% Reduce -1.4% 22,371 $2.0M
Arete Wealth Advisors, LLC 0.17% Reduce -1.1% 22,378 $2.0M
Wesbanco Bank Inc. 0.08% Reduce -11.4% 22,332 $2.0M
Independence Bank of Kentucky 0.54% Add +3.5% 22,328 $2.0M
Family Firm, Inc. 0.45% Add +253.2% 71,642 $2.0M
Mission Wealth Management, LP 0.05% Add +2.1% 22,069 $2.0M
Patten & Patten Inc. 0.14% Add +3.9% 22,036 $2.0M
Nwi Management LP 0.26% No change 22,000 $2.0M
Courier Capital LLC 0.16% Reduce -69.7% 21,693 $2.0M
Genesee Capital Advisors, LLC 0.97% Reduce -11.6% 21,659 $2.0M
Camarda Financial Advisors, LLC 0.77% Reduce -2.8% 21,624 $2.0M
Terra Nova Asset Management LLC 1.54% Add +0.3% 21,390 $1.9M
Atlas Capital Advisors Inc. 0.25% Reduce -2.0% 21,358 $1.9M
TCV Trust & Wealth Management, Inc. 0.19% Add +0.1% 21,294 $1.9M
Fort Point Capital Partners LLC 0.25% Add +219.2% 21,273 $1.9M
Purus Wealth Management, LLC 0.85% Add +2.3% 21,133 $1.9M
Level Four Advisory Services, LLC 0.09% Reduce -3.1% 21,094 $1.9M
EWG Elevate Inc. 0.70% New 21,042 $1.9M
SMART Wealth LLC 0.77% Add +6.7% 20,941 $1.9M
Howland Capital Management LLC 0.09% Add +846.9% 20,832 $1.9M
Farmers Trust Co. 0.38% Add +0.7% 20,783 $1.9M
Intrua Financial, LLC 0.31% Add +25.8% 20,762 $1.9M
Fernwood Investment Management, LLC 0.59% Reduce -2.0% 20,756 $1.9M
Bank of New Hampshire 0.49% Reduce -0.5% 20,739 $1.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +99.9% 20,635 $1.9M
Bluespring Wealth Management, LLC 0.20% Reduce -0.7% 20,211 $1.8M
Granite Harbor Advisors, Inc. 1.19% Add +5.0% 20,206 $1.8M
Fidelis Capital Partners, LLC 0.26% Add +0.0% 21,042 $1.8M
SouthState Bank Corp 0.13% No change 20,067 $1.8M
Jones Financial Companies LLLP 0.00% Add +285.3% 20,026 $1.8M
E&G Advisors, LLC 0.53% Add +0.3% 19,887 $1.8M
Stevens Capital Management LP 0.61% Reduce -90.1% 19,813 $1.8M
Trexquant Investment LP 0.03% New 19,684 $1.8M
Evercore Wealth Management, LLC 0.03% Add +0.7% 19,659 $1.8M
Sandy Spring Bank 0.08% Reduce -3.7% 19,542 $1.8M
Sowa Financial Group, Inc. 1.35% Reduce -24.4% 19,515 $1.8M
Abbrea Capital, LLC 0.24% Reduce -1.7% 19,513 $1.8M
Kraft, Davis & Associates, LLC 0.54% Add +24.6% 19,274 $1.8M
Monetary Management Group Inc. 0.47% Add +9.9% 19,505 $1.8M
Capital Wealth Alliance, LLC 1.01% Reduce -41.0% 19,486 $1.8M
Hollencrest Capital Management 0.08% Add +0.0% 19,456 $1.8M
Martin & Co. Inc. 0.44% Add +0.6% 19,394 $1.8M
Joel Isaacson & Co., LLC 0.09% Add +0.6% 19,248 $1.8M
Citizens Financial Group Inc. 0.04% Add +121.0% 19,234 $1.8M
Private Capital Management, LLC 0.21% Reduce -2.4% 19,218 $1.8M
Clear Rock Advisors, LLC 0.75% No change 19,200 $1.8M
Harbor Investment Advisory, LLC 0.18% Reduce -5.5% 19,184 $1.7M
Vista Investment Partners LLC 0.58% Reduce -3.7% 19,138 $1.7M
Strategies Wealth Advisors, LLC 0.25% Reduce -39.5% 19,085 $1.7M
Capital Advisory Group Advisory Services, LLC 0.74% New 19,010 $1.7M
Rockport Wealth LLC 0.73% Reduce -3.5% 18,883 $1.7M
Balboa Wealth Partners 0.46% Add +0.9% 18,869 $1.7M
HBW Advisory Services LLC 0.29% Add +13.3% 18,866 $1.7M
Relative Value Partners Group, LLC 0.22% New 18,842 $1.7M
Lake Street Private Wealth, LLC 0.22% Reduce -0.3% 18,842 $1.7M
Narwhal Capital Management 0.16% Add +48.7% 18,814 $1.7M
Spectrum Asset Management, Inc. (NB/CA) 0.79% Add +262.5% 18,812 $1.7M
Advisors Management Group Inc. 0.43% Add +0.1% 18,774 $1.7M
Source Financial Advisors LLC 0.53% Reduce -44.7% 18,761 $1.7M
SpiderRock Advisors, LLC 0.04% Reduce -0.2% 18,704 $1.7M
Greenline Partners, LLC 0.26% Add +41.6% 18,692 $1.7M
New York State Common Retirement Fund 0.00% Add +44.5% 18,590 $1.7M
Wealth Advisory Solutions, LLC 0.46% Reduce -0.2% 18,569 $1.7M
Sabal Trust CO 0.10% No change 18,382 $1.7M
Evernest Financial Advisors, LLC 0.75% Reduce -8.6% 18,375 $1.7M
Elevation Point Wealth Partners, LLC 0.13% Reduce -2.3% 18,213 $1.7M
Alpha Cubed Investments, LLC 0.08% Reduce -39.4% 18,161 $1.7M
Cannell & Spears LLC 0.03% No change 18,000 $1.6M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -19.4% 17,998 $1.6M
Audent Global Asset Management, LLC 1.71% Reduce -4.4% 17,985 $1.6M
Guardian Asset Advisors, LLC 1.20% Add +29.1% 17,882 $1.6M
Tiaa Trust, National Association 0.01% Add +16.0% 17,829 $1.6M
Trivium Point Advisory, LLC 0.24% New 17,499 $1.6M
Smith, Moore & Co. 0.16% Add +0.5% 17,447 $1.6M
Spectrum Strategic Capital Management, LLC 1.16% Add +1.4% 17,442 $1.6M
180 Wealth Advisors, LLC 0.26% Add +3.8% 17,537 $1.6M
Butensky & Cohen Financial Security, Inc. 0.50% Add +0.4% 17,264 $1.6M
Castleview Partners, LLC 0.89% Add +65.5% 17,221 $1.6M
Jackson Hole Capital Partners, LLC 0.35% Reduce -1.8% 17,211 $1.6M
Merkkuri Wealth Advisors LLC 1.44% — 17,140 $1.6M
Belvedere Trading LLC 0.08% New 17,067 $1.6M
JFS Wealth Advisors, LLC 0.12% Add +1.2% 17,044 $1.6M
Cooksen Wealth, LLC 1.57% Add +5.3% 17,031 $1.6M
Peak Financial Advisors LLC 0.89% New 17,017 $1.6M
Okabena Investment Services Inc. 0.49% No change 16,997 $1.5M
Lionsbridge Wealth Management LLC 1.24% New 16,963 $1.5M
FineMark National Bank & Trust 0.06% Add +22.6% 16,900 $1.5M
Avidian Wealth Enterprises, LLC 0.07% Add +0.2% 16,892 $1.5M
Avior Wealth Management, LLC 0.07% Reduce -2.9% 16,998 $1.5M
RPg Family Wealth Advisory, LLC 0.50% Add +3.5% 16,843 $1.5M
Alpine Global Management, LLC 0.29% New 16,772 $1.5M
Bright Futures Wealth Management, LLC. 0.83% Add +2.1% 17,245 $1.5M
Quantinno Capital Management LP 0.03% Reduce -18.4% 16,689 $1.5M
Hilltop Holdings Inc. 0.18% Reduce -31.1% 16,675 $1.5M
Morton Community Bank 0.43% Reduce -6.8% 16,582 $1.5M
Freestone Capital Holdings, LLC 0.05% Reduce -1.6% 16,577 $1.5M
Baldwin Wealth Partners LLC 0.12% Reduce -8.1% 16,574 $1.5M
Dorsey & Whitney Trust CO LLC 0.10% Add +2.2% 16,555 $1.5M
Contravisory Investment Management, Inc. 0.33% Reduce -25.2% 16,549 $1.5M
Pictet North America Advisors SA 0.16% No change 16,507 $1.5M
Natixis Advisors, LLC 0.00% Add +27.0% 16,490 $1.5M
Dana Investment Advisors, Inc. 0.05% Reduce -0.6% 16,484 $1.5M
Moneco Advisors, LLC 0.22% Add +84.8% 16,472 $1.5M
First American Bank 0.11% No change 16,437 $1.5M
TRUE Private Wealth Advisors 0.17% Add +3.9% 16,413 $1.5M
Cowa, LLC 0.80% Add +58.8% 16,395 $1.5M
Burke & Herbert Bank & Trust Co. 0.36% New 16,380 $1.5M
Marion Wealth Management 0.44% Add +2.0% 16,306 $1.5M
FFG Partners, LLC 0.62% Add +48.4% 16,305 $1.5M
Clarus Wealth Advisors 0.79% Add +2.2% 16,628 $1.5M
Glass Jacobson Investment Advisors llc 0.54% Reduce -27.0% 16,294 $1.5M
Rye Brook Capital LLC 1.93% Reduce -57.9% 16,100 $1.5M
Apexium Financial, LP 0.10% Reduce -3.3% 16,082 $1.5M
Washburn Capital Management, Inc. 1.05% Add +20.3% 16,073 $1.5M
Flow Traders U.S. LLC 0.07% Reduce -40.3% 16,072 $1.5M
Financial Partners Group, LLC 0.57% Reduce -2.2% 16,058 $1.5M
Secure Asset Management, LLC 0.28% Reduce -28.3% 15,965 $1.5M
Sharper & Granite LLC 0.69% Reduce -0.3% 15,901 $1.4M
Jump Financial, LLC 0.03% Reduce -65.3% 15,816 $1.4M
Essex LLC 0.32% Add +2.5% 15,775 $1.4M
Wintrust Investments LLC 0.12% Reduce -6.5% 15,752 $1.4M
Sax Wealth Advisors, LLC 0.14% Add +10.6% 15,728 $1.4M
Rothschild Investment LLC 0.10% Add +11.9% 15,704 $1.4M
Realta Investment Advisors 0.28% Reduce -27.9% 15,645 $1.4M
Per Stirling Capital Management, LLC. 0.23% Reduce -46.5% 15,626 $1.4M
Maltin Wealth Management, Inc. 0.76% Add +1.0% 15,564 $1.4M
Chicago Partners Investment Group LLC 0.05% Add +6.4% 15,212 $1.4M
Signature Wealth Management Partners, LLC 1.07% Reduce -1.3% 15,490 $1.4M
Interactive Financial Advisors, Inc. 0.78% Reduce -2.1% 15,465 $1.4M
WJ Wealth Management, LLC 0.51% Reduce -4.0% 15,463 $1.4M
Country Club Bank 0.10% Add +0.5% 15,375 $1.4M
SteelPeak Wealth, LLC 0.07% Reduce -53.0% 15,286 $1.4M
Peoples Bank 1.09% Add +0.1% 15,266 $1.4M
Balentine LLC 0.06% Reduce -77.8% 15,240 $1.4M
Essex Financial Services, Inc. 0.10% Add +4.6% 15,492 $1.4M
Sterling Investment Counsel, LLC 0.54% Add +6.3% 15,147 $1.4M
One Plus One Wealth Management, LLC 0.79% Reduce -76.1% 15,117 $1.4M
Lake Street Advisors Group, LLC 0.07% Reduce -49.5% 15,011 $1.4M
Nelson Capital Management, LLC 0.24% Reduce -4.5% 15,008 $1.4M
Marex Group Ltd 0.04% Add +73.1% 14,974 $1.4M
Collaborative Wealth Managment Inc. 0.67% Add +3.5% 14,927 $1.4M
Foguth Wealth Management, LLC. 0.60% Add +311.8% 14,895 $1.4M
Becker Capital Management Inc. 0.05% Reduce -21.2% 14,862 $1.4M
Measured Wealth Private Client Group, LLC 0.47% Add +3.5% 14,654 $1.3M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -9.3% 14,546 $1.3M
Huntington National Bank 0.01% Reduce -2.8% 14,569 $1.3M
Covey Capital Advisors, LLC 1.53% Reduce -2.8% 14,559 $1.3M
Private Trust Co. NA 0.14% Add +19.9% 14,552 $1.3M
Archford Capital Strategies, LLC 0.21% Reduce -6.3% 14,544 $1.3M
TD Private Client Wealth LLC 0.04% Reduce -3.6% 14,534 $1.3M
Susquehanna International Securities, Ltd. 0.48% No change 14,500 $1.3M
Modern Wealth Management, LLC 0.10% Add +1.9% 14,499 $1.3M
Callan Capital, LLC 0.11% Add +3.5% 14,412 $1.3M
Verus Capital Partners, LLC 0.14% Add +3.2% 14,354 $1.3M
Forza Wealth Management, LLC 0.67% No change 14,350 $1.3M
Boston Financial Mangement LLC 0.04% Add +4.4% 14,350 $1.3M
Laurel Wealth Advisors LLC 0.23% Add +4.0% 14,311 $1.3M
Edgestream Partners, L.P. 0.06% Reduce -23.0% 14,275 $1.3M
Bfsg, LLC 0.16% Reduce -9.2% 14,264 $1.3M
Ascentis Independent Advisors 0.27% — 14,262 $1.3M
Maven Securities LTD 0.20% New 14,202 $1.3M
Cadinha & Co. LLC 0.24% Reduce -0.5% 14,194 $1.3M
Fca Corp. 0.41% Reduce -0.8% 14,177 $1.3M
Householder Group Estate & Retirement Specialist, LLC 0.36% Add +22.7% 14,175 $1.3M
Diversified, LLC 0.15% Add +0.1% 14,050 $1.3M
Jacobi Capital Management LLC 0.11% Reduce -3.6% 14,046 $1.3M
Bartlett & Co. Wealth Management LLC 0.02% Add +312.6% 13,965 $1.3M
Stamos Capital Partners, L.P. 0.27% Reduce -13.1% 13,960 $1.3M
Peddock Capital Advisors, LLC 0.33% Add +8.1% 13,866 $1.3M
Zurich Insurance Group Ltd 0.01% Reduce -77.7% 12,920 $1.3M
Kapstone Financial Advisors LLC 0.83% Reduce -1.1% 13,812 $1.3M
Good Life Advisors, LLC 0.10% Reduce -3.5% 13,808 $1.3M
Cardiff Park Advisors, LLC 0.12% Add +0.1% 13,779 $1.3M
NBT Bank, N.A. 0.09% Reduce -1.0% 13,757 $1.3M
Moors & Cabot, Inc. 0.07% Add +5.3% 13,710 $1.2M
Cladis Investment Advisory, LLC 0.90% Add +0.5% 13,610 $1.2M
Joule Financial, LLC 0.50% Add +1.7% 13,484 $1.2M
Acropolis Investment Management, LLC 0.08% Reduce -0.6% 13,475 $1.2M
Mechanics Bank Trust Department 0.18% Reduce -1.8% 13,474 $1.2M
Chesapeake Wealth Management 0.45% Add +0.4% 13,469 $1.2M
Providence First Trust Co 0.55% Add +13.6% 13,438 $1.2M
Capital Investment Counsel, Inc 0.18% Reduce -3.6% 13,430 $1.2M
River Wealth Advisors LLC 0.17% Reduce -0.4% 13,366 $1.2M
Solstein Capital, LLC 0.79% Add +68.7% 13,323 $1.2M
Interchange Capital Partners, LLC 0.45% Add +16.1% 13,306 $1.2M
Montag A & Associates Inc. 0.06% Reduce -0.1% 13,296 $1.2M
Schechter Investment Advisors, LLC 0.09% Reduce -2.7% 13,260 $1.2M
EverSource Wealth Advisors, LLC 0.08% Add +6.0% 12,944 $1.2M
StoneX Group Inc. 0.10% Add +2.2% 13,234 $1.2M
Palisade Asset Management, LLC 0.12% Add +0.0% 13,233 $1.2M
Lynx Investment Advisory 0.89% — 13,231 $1.2M
City Center Advisors, LLC 1.42% No change 12,773 $1.2M
MA Private Wealth 0.24% Reduce -0.6% 13,228 $1.2M
Private Wealth Group, LLC 0.63% Add +2.8% 13,224 $1.2M
Clearstead Advisors, LLC 0.02% Add +80.7% 13,215 $1.2M
Capital Investment Advisory Services, LLC 0.12% Add +1.0% 13,178 $1.2M
BLB&B Advisors, LLC 0.07% Reduce -6.1% 13,127 $1.2M
BOK Financial Private Wealth, Inc. 0.09% No change 13,118 $1.2M
Flagstar Securities, Inc. 0.33% Add +1.1% 13,117 $1.2M
L. Roy Papp & Associates, LLP 0.14% Add +3.8% 13,007 $1.2M
Monetta Financial Services Inc. 1.03% New 13,000 $1.2M
Salem Investment Counselors Inc. 0.04% Add +7.3% 12,976 $1.2M
Wakefield Asset Management LLLP 0.41% Reduce -3.5% 12,958 $1.2M
J. Goldman & Co LP 0.04% Reduce -83.6% 12,954 $1.2M
Leslie Global Wealth, LLC 0.69% — 12,952 $1.2M
Narus Financial Partners, LLC 0.48% Reduce -3.0% 12,939 $1.2M
Vident Advisory, LLC 0.03% Add +0.7% 12,853 $1.2M
Eagle Capital Management, LLC 0.52% Reduce -0.1% 12,838 $1.2M
HB Wealth Management, LLC 0.01% Add +25.5% 12,790 $1.2M
Wall Street Financial Group, Inc. 1.98% — 12,764 $1.2M
Journey Advisory Group, LLC 0.14% Reduce -22.4% 12,760 $1.2M
Laidlaw Wealth Management LLC 0.64% Reduce -0.8% 12,746 $1.2M
Retirement Income Solutions, Inc. 0.28% Reduce -1.1% 12,698 $1.2M
Betterment LLC 0.00% Add +2.2% 12,626 $1.2M
Wilson & Boucher Capital Management, LLC 0.87% Add +1.8% 12,469 $1.1M
RMR Wealth Builders 0.13% Add +3.5% 12,463 $1.1M
Pictet Asset Management Holding SA 0.00% Add +332.8% 12,377 $1.1M
Darden Wealth Group Inc 0.68% Add +2.0% 12,370 $1.1M
Smith Chas P & Associates Pa Cpas 0.07% Add +12.0% 12,209 $1.1M
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.07% New 12,209 $1.1M
Peak Planning Group, LLC 0.55% Reduce -4.0% 12,179 $1.1M
Somerset Group LLC 0.98% Add +2.9% 12,102 $1.1M
Bradley Foster & Sargent Inc. 0.02% Add +10.1% 12,066 $1.1M
Basso Capital Management, L.P. 0.99% No change 12,056 $1.1M
Lifeworks Advisors, LLC 0.30% Add +1.8% 12,009 $1.1M
Summit Financial Wealth Advisors, LLC 0.22% Add +28.5% 11,989 $1.1M
1834 Investment Advisors Co. 0.13% Reduce -0.2% 11,909 $1.1M
Treynor Bancshares, Inc. 1.13% Add +56.1% 11,881 $1.1M
Tyler-Stone Wealth Management 0.45% Add +0.0% 11,870 $1.1M
Birchcreek Wealth Management, LLC 0.61% Reduce -15.7% 11,867 $1.1M
Menard Financial Group LLC 0.77% Add +2.0% 11,857 $1.1M
FAS Wealth Partners, Inc. 0.09% Reduce -3.5% 11,856 $1.1M
First Trust Investment Solutions L.P. 0.15% Reduce -3.0% 11,768 $1.1M
Symphony Financial, Ltd. Co. 0.20% Reduce -0.9% 11,783 $1.1M
Florida Trust Wealth Management Co 0.04% Add +8.0% 11,680 $1.1M
Y.D. More Investments Ltd 0.11% No change 11,662 $1.1M
Opinicus Capital, Inc. 0.90% Add +4.8% 11,652 $1.1M
Parcion Private Wealth LLC 0.10% Reduce -1.6% 11,639 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.18% Add +17.1% 11,605 $1.1M
Main Street Financial Solutions, LLC 0.10% Add +18.1% 11,598 $1.1M
RPS Advisory Solutions LLC 0.97% — 11,564 $1.1M
Bailard, Inc. 0.03% Add +4.3% 11,558 $1.1M
Strategic Financial Concepts, LLC 0.61% Add +2733.2% 556,245 $1.1M
Peak Asset Management, LLC 0.21% No change 11,488 $1.0M
Lindbrook Capital, LLC 0.10% Reduce -0.0% 11,450 $1.0M
High Net Worth Advisory Group LLC 0.32% No change 11,414 $1.0M
O'shaughnessy Asset Management, LLC 0.01% Add +25.3% 11,411 $1.0M
Northwest Capital Management Inc 0.38% Reduce -34.0% 11,329 $1.0M
CRA Financial Services, LLC 0.21% Reduce -4.5% 11,299 $1.0M
Financial Engines Advisors L.L.C. 0.00% Add +96.5% 11,291 $1.0M
LifePro Asset Management 0.74% Reduce -4.8% 11,260 $1.0M
Strategy Asset Managers LLC 0.23% Reduce -10.6% 12,598 $1.0M
Quadcap Wealth Management, LLC 0.18% Reduce -0.6% 11,182 $1.0M
Beacon Financial Advisory LLC 0.38% Add +39.1% 11,160 $1.0M
Welch Group, LLC 0.05% Add +89.5% 11,135 $1.0M
Mitchell McLeod Pugh & Williams Inc. 0.23% Add +0.0% 11,125 $1.0M
Diligent Investors, LLC 0.25% Add +2.8% 11,123 $1.0M
Patriot Financial Group Insurance Agency, LLC 0.15% Reduce -0.9% 11,048 $1.0M
Apollon Financial, LLC 0.33% Reduce -0.5% 11,038 $1.0M
Smithbridge Asset Management Inc. 0.21% Reduce -1.6% 11,037 $1.0M
Haverford Trust Co 0.01% No change 10,998 $1.0M
Certuity, LLC 0.08% Reduce -11.5% 10,964 $999K
St. Louis Financial Planners Asset Management, LLC 0.86% Reduce -24.0% 10,952 $999K
Builder Investment Group Inc. 0.27% New 10,925 $996K
Procyon Advisors, LLC 0.07% Add +1.4% 10,870 $991K
Federation des caisses Desjardins du Quebec 0.01% Reduce -55.7% 10,862 $990K
Leo Wealth, LLC 0.10% Add +2.7% 10,852 $989K
Banque Pictet & Cie SA 0.01% Reduce -17.6% 10,852 $989K
Spreng Capital Management, Inc. 0.51% Reduce -0.5% 10,847 $989K
PVG Asset Management Corp. 3.89% — 10,777 $982K
Oxinas Partners, LLC 0.65% Reduce -3.0% 10,759 $981K
W.H. Cornerstone Investments Inc. 0.69% Reduce -11.4% 10,694 $975K
Florida Financial Advisors, LLC 0.58% Add +32.8% 10,688 $974K
Criterion Capital Advisors, LLC 0.61% Add +119.8% 10,682 $974K
Stock Yards Bank & Trust Co. 0.03% Reduce -1.7% 10,655 $971K
Capital Market Strategies LLC 0.61% Reduce -2.6% 10,624 $968K
White Pine Capital LLC 0.37% Reduce -9.2% 10,620 $968K
MBL Wealth, LLC 0.11% Reduce -2.6% 10,601 $966K
Windsor Advisory Group, LLC 1.94% Reduce -33.0% 10,601 $966K
JSF Financial, LLC 0.30% Add +4.8% 10,579 $964K
Stonebridge Financial Planning Group, LLC 0.48% Reduce -5.3% 10,563 $963K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.38% Add +0.0% 10,369 $962K
Towercrest Capital Management 0.16% Reduce -0.1% 10,546 $961K
HCR Wealth Advisors 0.14% Reduce -5.1% 10,528 $960K
St. Johns Investment Management Company, LLC 0.46% Reduce -29.4% 10,526 $959K
Aurora Private Wealth, Inc. 0.84% Reduce -5.6% 10,526 $959K
First Manhattan Co. Llc. 0.00% Reduce -10.2% 10,506 $958K
Ballew Advisors, Inc 0.63% Add +0.2% 10,404 $956K
SeaCrest Wealth Management, LLC 0.11% Add +0.8% 10,478 $955K
Richardson Financial Services Inc. 0.68% New 10,423 $950K
Fermata Advisors, LLC 0.22% Reduce -7.6% 10,422 $950K
C2C Wealth Management, LLC 0.93% No change 10,400 $948K
Maiden Cove Capital, LLC 2.06% — 9,952 $947K
Lazari Capital Management, Inc. 0.43% No change 10,369 $945K
Aberdeen Wealth Management LLC 0.64% No change 10,355 $944K
Fiera Capital Corp 0.00% No change 10,349 $943K
Angeles Wealth Management, LLC 0.09% Add +5.1% 10,305 $939K
Glen Eagle Advisors, LLC 0.17% Reduce -38.5% 10,289 $938K
Silverlake Wealth Management LLC 0.38% Add +114.5% 10,283 $937K
Peoples Financial Services Corp. 0.42% Reduce -3.9% 10,272 $936K
Westside Investment Management, Inc. 0.21% Add +4.6% 10,253 $935K
VitalStone Financial, LLC 0.67% Add +197.7% 10,173 $927K
Ironsides Asset Advisors, LLC 0.31% New 10,167 $927K
Whittier Trust Co. 0.01% Add +13.3% 10,149 $925K
Hoylecohen, LLC 0.07% Reduce -6.0% 10,105 $921K
McAdam, LLC 0.06% Reduce -6.7% 10,086 $919K
Powell Investment Advisors, LLC 0.47% Add +0.5% 10,007 $912K
Mizuho Markets Americas LLC 0.03% New 10,000 $912K
Sunbelt Securities, Inc. 0.09% Add +44.8% 9,995 $911K
Dark Forest Capital Management LP 0.17% Add +207.2% 9,935 $906K
Executive Wealth Management, LLC 0.17% Add +19.8% 9,932 $905K
Columbus Macro, LLC 0.35% Reduce -6.0% 9,965 $901K
Caprock Group, LLC 0.04% Reduce -2.5% 9,846 $898K
Fulcrum Equity Management 0.80% Add +138.5% 9,834 $896K
Keel Point, LLC 0.08% Add +2.6% 10,072 $896K
LPWM LLC 0.31% Reduce -8.5% 10,004 $896K
Avitas Wealth Management LLC 0.13% Add +0.7% 9,819 $895K
Goelzer Investment Management, Inc. 0.05% Reduce -2.9% 9,813 $894K
Meridian Investment Counsel Inc. 0.28% Add +7.8% 9,810 $894K
L.M. Kohn & Company 0.24% Reduce -12.8% 9,771 $891K
waypoint wealth counsel 0.68% Add +0.3% 9,727 $887K
Kelleher Financial Advisors 0.36% No change 9,710 $885K
Mathes Company, Inc. 0.32% Reduce -2.0% 9,700 $884K
Wealth Effects LLC 0.32% Reduce -8.9% 9,656 $880K
Strategic Advisors LLC 0.17% Reduce -10.5% 9,644 $879K
Principle Wealth Partners LLC 0.07% Add +1.6% 9,642 $879K
Corsair Capital Management, L.P. 0.15% Reduce -17.7% 9,637 $878K
Kingswood Wealth Advisors, LLC 0.08% Add +31.8% 9,596 $875K
Weaver Consulting Group 0.30% Reduce -0.8% 9,586 $874K
Agate Pass Investment Management, LLC 0.46% Add +9.1% 9,568 $872K
Donald L. Hagan, LLC 0.46% Reduce -4.6% 9,563 $872K
Proffitt & Goodson Inc. 0.15% Reduce -2.6% 9,559 $871K
Stolper Co 0.31% Reduce -1.1% 9,540 $870K
Community Trust & Investment Co. 0.06% No change 9,521 $868K
Tsfg, LLC 0.20% Reduce -47.1% 9,458 $862K
Verdence Capital Advisors LLC 0.08% Add +23.4% 9,399 $857K
Burford Brothers, Inc. 0.50% Add +9.0% 9,383 $855K
Caldwell Sutter Capital, Inc. 0.42% Reduce -5.1% 9,383 $855K
OneAscent Financial Services LLC 0.12% New 9,375 $855K
Carmichael Hill & Associates, Inc. 0.35% Reduce -14.1% 9,361 $853K
Sierra Capital LLC 0.11% No change 9,337 $851K
Redwood Financial Network Corp 0.71% Reduce -0.4% 9,307 $848K
Van Den Berg Management I, Inc. 0.25% Add +10.0% 9,286 $846K
Leuthold Group, LLC 0.10% New 9,253 $843K
Mather Group, Llc. 0.01% Add +78.7% 8,912 $841K
TrueWealth Advisors, LLC 0.31% Reduce -8.9% 9,230 $841K
Pavion Blue Capital, LLC 0.41% Reduce -1.3% 9,204 $839K
Woodmont Investment Counsel LLC 0.07% Add +0.1% 9,189 $838K
MontVue Capital Management, Inc. 0.67% Reduce -1.5% 9,169 $836K
Mayflower Financial Advisors, LLC 0.14% Reduce -0.7% 9,160 $835K
Wedmont Private Capital 0.05% Add +0.1% 9,224 $835K
Engineers Gate Manager LP 0.02% Add +172.1% 9,133 $832K
Mission Creek Capital Partners, Inc. 0.21% Reduce -3.4% 9,116 $831K
Pathway Financial Advisors LLC 0.22% No change 9,046 $825K
Parkside Financial Bank & Trust 0.13% No change 9,039 $824K
Investment Partners, LTD. 0.37% Add +0.1% 9,034 $823K
Benjamin Edwards Inc. 0.16% Reduce -1.3% 9,019 $822K
Clayton Financial Group LLC 0.36% No change 8,698 $821K
Brighton Jones LLC 0.03% Add +18.2% 8,953 $816K
American National Bank & Trust 0.10% Add +17.8% 8,937 $815K
Teamwork Financial Advisors, LLC 0.12% Reduce -42.4% 8,893 $811K
Thrive Capital Management, LLC 0.37% New 8,886 $810K
Farther Finance Advisors, LLC 0.04% Add +123.4% 8,881 $810K
Empower Advisory Group, LLC 0.00% Add +3.6% 8,851 $807K
Windsor Capital Management, LLC 0.25% Reduce -22.3% 8,804 $802K
First Citizens Bank & Trust Co. 0.02% Reduce -8.3% 8,787 $801K
Fulton Bank, N.A. 0.03% Reduce -58.9% 8,759 $798K
Investors Asset Management of Georgia Inc. /Ga/ 0.39% Reduce -88.3% 8,714 $794K
Fifth Third Wealth Advisors LLC 0.06% Add +149.7% 8,677 $791K
Soltis Investment Advisors LLC 0.08% Reduce -33.9% 8,624 $786K
National Philanthropic Trust 0.01% Add +9.1% 8,594 $783K
Smith Anglin Financial, LLC 0.08% Reduce -5.6% 8,590 $783K
Waverly Advisors, LLC 0.02% Add +2.0% 8,575 $782K
VCI Wealth Management LLC 0.39% New 8,572 $781K
Sheaff Brock Investment Advisors, LLC 0.07% Add +20.8% 8,561 $780K
HBK Sorce Advisory LLC 0.03% Reduce -3.4% 8,554 $780K
Granite FO LLC 0.50% Add +12.3% 8,551 $779K
Ocean Park Asset Management, LLC 0.04% Add +291.5% 8,527 $777K
Brendel Financial Advisors LLC 0.49% Add +1.7% 8,502 $775K
Lanark Financial, Inc. 0.07% Reduce -2.3% 8,513 $775K
Menora Mivtachim Holdings LTD. 0.01% No change 8,500 $775K
Steel Grove Capital Advisors, LLC 0.11% Reduce -38.2% 8,491 $774K
Client 1ST Advisory Group, LLC 0.33% Reduce -6.9% 8,485 $773K
Zimmermann Investment Management & Planning LLC 0.26% Add +1.5% 8,483 $773K
Insight Advisors, LLC/ PA 0.14% Add +20.8% 8,479 $773K
KMG Fiduciary Partners, LLC 0.08% Add +0.1% 8,454 $771K
Cooper Financial Group 0.11% Add +20.9% 8,444 $770K
Beacon Bridge Wealth Partners, LLC 0.35% Add +17.7% 8,439 $769K
Nicholas Hoffman & Company, LLC. 0.04% Reduce -0.4% 8,377 $764K
Compagnie Lombard Odier SCmA 0.01% Add +51.9% 8,340 $760K
Cadence Bank 0.06% Reduce -0.6% 8,337 $760K
1ST Source Bank 0.04% No change 8,329 $759K
Ehrlich Financial Group 0.60% Add +174.4% 8,316 $758K
Marco Investment Management LLC 0.07% Reduce -0.4% 8,296 $756K
Element Pointe Advisors, LLC 0.19% No change 8,294 $756K
Resources Management Corp. /CT/ 0.11% Reduce -3.4% 8,272 $754K
YHB Investment Advisors, Inc. 0.06% Add +3.1% 8,186 $746K
CPC Advisors, LLC 0.12% Reduce -0.7% 8,160 $744K
GLOBALT Investments LLC / GA 0.03% Reduce -10.6% 8,132 $741K
BNP Paribas 0.04% Add +6.7% 8,078 $736K
Lunt Capital Management, Inc. 0.36% Add +2.5% 8,071 $736K
Hudson Value Partners, LLC 0.31% No change 8,050 $734K
Mason & Associates Inc 0.20% Add +7.5% 8,049 $734K
Schmidt P J Investment Management Inc. 0.13% Add +11.0% 8,011 $730K
VPR Management LLC 0.27% No change 8,000 $729K
Webster Bank, N. A. 0.08% Add +7.0% 7,960 $726K
Berger Financial Group, Inc 0.06% Reduce -5.2% 7,943 $724K
Worth Financial Advisory Group, LLC 0.47% Add +0.8% 7,915 $721K
Cahill Financial Advisors Inc. 0.10% Reduce -16.5% 7,892 $719K
WealthBridge Capital Management, LLC 0.24% Add +18.1% 7,887 $719K
Kanawha Capital Management LLC 0.06% Reduce -0.9% 7,864 $717K
Lodestar Private Asset Management LLC 0.10% Add +4.1% 7,862 $717K
Brown Miller Wealth Management, LLC 0.30% Add +6.1% 7,832 $714K
Ignite Planners, LLC 0.17% Reduce -4.1% 7,897 $711K
Spinnaker Trust 0.05% No change 7,803 $711K
Cozad Asset Management Inc. 0.07% Reduce -11.1% 7,798 $711K
Garden State Investment Advisory Services LLC 0.24% Reduce -0.3% 7,764 $709K
Gries Financial LLC 0.15% Reduce -1.0% 7,734 $705K
Northwest Financial Advisors 0.72% Add +0.3% 7,717 $703K
Greenwich Wealth Management LLC 0.05% Reduce -1.3% 7,708 $703K
Circle Wealth Management, LLC 0.02% Add +0.3% 7,706 $702K
Nvwm, LLC 0.19% Reduce -20.0% 7,699 $702K
SYM FINANCIAL Corp 0.11% Add +4.3% 7,670 $699K
Milestone Asset Management, LLC 0.17% Reduce -18.1% 7,643 $697K
Platform Technology Partners 0.24% — 7,635 $696K
Quadrant Private Wealth Management, LLC 0.16% No change 7,587 $692K
Focus Partners Advisor Solutions, LLC 0.02% Add +1.5% 7,535 $687K
Telos Capital Management, Inc. 0.08% Add +2.3% 7,518 $685K
KG Capital Management 0.23% Reduce -6.5% 7,406 $675K
Sovereign Financial Group, Inc. 0.17% Reduce -6.5% 7,337 $669K
Horizon Financial Services, LLC 0.42% Add +3.2% 7,306 $666K
Cary Street Partners Asset Management LLC 0.10% Reduce -1.1% 7,295 $665K
Rehmann Capital Advisory Group 0.05% Add +40.8% 7,292 $665K
Signaturefd, LLC 0.01% Add +2.4% 7,232 $659K
Afg Fiduciary Services Limited Partnership 0.46% Add +0.7% 7,162 $657K
Strategic Blueprint, LLC 0.04% Add +12.5% 7,210 $657K
ARS Investment Partners, LLC 0.06% Add +1.3% 7,206 $657K
Beaumont Financial Advisors, LLC 0.05% Reduce -3.0% 7,190 $655K
HUB Investment Partners, LLC 0.03% Add +2.0% 7,158 $652K
McKinley Carter Wealth Services, Inc. 0.04% Reduce -0.3% 7,138 $651K
Capital Asset Advisory Services LLC 0.04% Reduce -8.8% 7,324 $650K
Highland Capital Management, LLC 0.04% Reduce -38.5% 7,125 $649K
Forvis Mazars Wealth Advisors, LLC 0.02% No change 7,102 $647K
Edge Wealth Management LLC 0.14% Reduce -2.8% 7,092 $646K
Galvin, Gaustad & Stein, LLC 0.06% No change 7,045 $642K
Financial & Tax Architects, LLC 0.17% Reduce -3.1% 7,039 $642K
Court Place Advisors, LLC 0.20% Reduce -30.1% 7,035 $641K
Northwest Bancshares, Inc. 0.11% Add +1.3% 7,031 $641K
Denver Wealth Management, Inc. 0.32% Reduce -0.7% 7,002 $638K
North Star Investment Management Corp. 0.05% Add +10.8% 6,985 $637K
Pinnacle Wealth Planning Services, Inc. 0.09% No change 6,973 $636K
Bank of Stockton 0.20% Reduce -3.2% 6,934 $632K
Sloy Dahl & Holst, LLC 0.13% Add +2.4% 6,919 $631K
Brick & Kyle, Associates 0.26% Reduce -2.4% 6,905 $629K
Capital Investment Counsel, LLC 0.12% Add +11.1% 6,886 $628K
CTC LLC 0.05% Reduce -97.6% 6,872 $626K
Adirondack Trust Co. 0.26% Add +12.7% 6,858 $625K
Advisors Capital Management, LLC 0.01% Reduce -1.6% 6,857 $625K
Hexagon Capital Partners LLC 0.14% Add +4.1% 6,850 $624K
Arax Advisory Partners 0.06% Add +4.4% 6,769 $617K
Iams Wealth Management, LLC 0.34% New 6,758 $616K
Allie Family Office LLC 0.37% Add +24.3% 6,746 $615K
Americana Partners, LLC 0.05% Add +45.8% 6,744 $615K
WealthPLAN Partners, LLC 0.07% Add +4.5% 6,703 $611K
SignalPoint Asset Management, LLC 0.16% Reduce -4.7% 6,701 $611K
American Institute for Advanced Investment Management, LLP 0.47% Add +6.3% 6,696 $610K
Guyasuta Investment Advisors Inc. 0.04% No change 7,276 $610K
Fluent Financial, LLC 0.31% New 6,682 $609K
Savvy Advisors, Inc. 0.20% Add +44.2% 6,635 $605K
RPG Investment Advisory, LLC 0.09% Add +3.3% 6,580 $600K
Seelaus Asset Management LLC 0.62% Add +6.7% 6,551 $597K
Glenview Trust Co 0.01% No change 6,551 $597K
FWL Investment Management, LLC 0.30% Reduce -8.5% 6,515 $594K
Bank of Marin 0.51% Reduce -0.2% 6,508 $593K
Everett Harris & Co. 0.01% No change 6,495 $592K
ProVise Management Group, LLC 0.05% Add +3.8% 6,469 $590K
Faithward Advisors, LLC 0.11% Add +24.3% 6,425 $586K
One Charles Private Wealth Services, LLC 0.24% Add +12.8% 6,404 $584K
Sound View Wealth Advisors Group, LLC 0.06% Add +0.7% 6,401 $583K
Intrinsic Value Partners, LLC 0.61% Add +1.6% 6,400 $583K
AdvisorNet Financial, Inc 0.05% Add +8.9% 6,372 $581K
Berkshire Asset Management LLC 0.03% No change 6,371 $581K
Empire Financial Management Company, LLC 0.19% Reduce -14.7% 6,370 $581K
GM Advisory Group, LLC 0.04% Reduce -1.1% 6,303 $575K
Hara Capital LLC 0.37% Add +0.0% 6,298 $574K
Norden Group LLC 0.12% No change 6,295 $574K
9258 Wealth Management, LLC 0.09% Add +0.2% 6,295 $574K
Rovin Capital /Ut/ 0.24% Add +4.3% 6,285 $573K
CHICAGO TRUST Co NA 0.12% No change 6,272 $572K
Sageworth Trust Co 0.04% No change 6,252 $570K
Towerpoint Wealth, LLC 0.28% Reduce -3.8% 6,222 $567K
Tandem Wealth Advisors LLC 0.30% Reduce -0.8% 6,206 $566K
Westover Capital Advisors, LLC 0.15% New 6,200 $565K
Ifrah Financial Services, Inc. 0.16% Reduce -1.9% 6,187 $564K
Encompass More Asset Management 0.40% Add +9.4% 6,186 $564K
Gallagher Fiduciary Advisors, LLC 0.13% Reduce -2.9% 6,167 $562K
Elser Financial Planning, Inc 0.09% — 6,129 $559K
First National Bank of Hutchinson 0.36% Add +0.1% 6,126 $558K
Eagle Global Advisors LLC 0.03% Reduce -61.8% 6,125 $558K
Sequent Asset Management, LLC 0.28% Add +7.5% 6,122 $558K
Resurgent Financial Advisors LLC 0.35% Reduce -61.6% 6,098 $556K
Ascent Group, LLC 0.05% Add +20.2% 6,083 $554K
Sage Mountain Advisors LLC 0.05% Add +7.1% 6,082 $554K
Private Advisory Group LLC 0.07% Reduce -13.4% 6,080 $554K
Neville Rodie & Shaw Inc. 0.04% No change 6,075 $554K
Cornerstone Planning Group LLC 0.16% Add +1.8% 6,385 $552K
Aries Wealth Management 0.17% Add +140.0% 6,044 $551K
Ulland Investment Advisors, LLC 0.42% No change 6,015 $548K
Nuveen Asset Management, LLC 0.00% New 6,000 $547K
Strait & Sound Wealth Management LLC 0.28% Add +1.7% 5,983 $545K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.17% New 5,954 $543K
RiverGlades Family Offices LLC 0.42% Add +1.2% 5,953 $543K
Finivi Inc. 0.45% Add +1.9% 5,950 $542K
Capital Advisors Inc. 0.01% Add +9.3% 5,943 $542K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -14.1% 5,917 $539K
Firestone Capital Management 0.15% Add +11.3% 5,911 $539K
Old Mission Capital LLC 0.01% New 5,909 $539K
Signet Financial Management, LLC 0.07% Add +2.5% 5,903 $538K
Redhawk Wealth Advisors, Inc. 0.08% Reduce -3.8% 5,880 $536K
Naples Global Advisors, LLC 0.05% Reduce -5.9% 5,875 $536K
NorthRock Partners, LLC 0.02% Reduce -14.6% 5,869 $535K
Carr Financial Group Corp 0.17% Add +46.9% 5,831 $531K
Advance Capital Management, Inc. 0.03% Add +36.4% 5,816 $530K
Moloney Securities Asset Management, LLC 0.08% Reduce -38.7% 5,798 $529K
Tradition Wealth Management, LLC 0.05% Add +0.1% 5,732 $522K
Williams Jones Wealth Management, LLC. 0.01% Reduce -3.4% 5,716 $521K
Financial Management Network Inc. 0.12% Reduce -3.7% 5,769 $520K
REDW Wealth LLC 0.14% Reduce -2.2% 5,675 $517K
Southland Equity Partners LLC 0.15% Reduce -3.0% 5,674 $517K
Wetzel Investment Advisors, Inc. 0.30% No change 5,469 $516K
Flagship Private Wealth, LLC 0.31% Add +88.1% 5,659 $516K
Cullen Capital Management, LLC 0.01% New 5,656 $516K
Wulff, Hansen & Co. 0.51% No change 5,650 $515K
Private Client Services, LLC 0.32% Add +2.8% 5,637 $514K
FRG Family Wealth Advisors LLC 0.10% Add +1.7% 5,900 $513K
Capital Management Associates 0.61% Reduce -3.5% 5,619 $512K
ERn Financial, LLC 0.08% Add +2.3% 5,579 $509K
Annex Advisory Services, LLC 0.02% Reduce -12.7% 5,541 $505K
Bayesian Capital Management, LP 0.06% New 5,535 $505K
SlateStone Wealth, LLC 0.05% Add +8.9% 5,519 $503K
Comprehensive Financial Consultants Institutional, Inc. 0.20% Add +3.1% 5,517 $503K
Ritholtz Wealth Management 0.02% Add +33.0% 5,508 $502K
GFS Advisors, LLC 0.08% Add +1073.5% 51,163 $502K
WESPAC Advisors, LLC 0.39% Reduce -20.8% 5,504 $502K
Collective Family Office LLC 0.15% No change 5,497 $501K
Argent Trust Co 0.02% No change 5,483 $500K
Disciplined Investments, LLC 0.27% No change 5,480 $499K
LCNB Corp. 0.19% Add +22.4% 5,475 $499K
CX Institutional 0.02% Reduce -56.4% 5,445 $496K
KADENSA CAPITAL Ltd 0.12% New 5,434 $495K
Strategic Investment Advisors / MI 0.06% New 5,431 $495K
Selective Wealth Management, Inc. 0.22% Reduce -1.0% 5,573 $495K
River Street Advisors LLC 0.31% Add +13.6% 5,424 $494K
Gratus Capital, LLC 0.02% Add +14.9% 5,414 $493K
Legacy Capital Wealth Partners, LLC 0.12% New 5,376 $490K
Hanover Advisors Inc. 0.22% Reduce -12.4% 5,365 $489K
Coldstream Capital Management Inc. 0.01% Reduce -3.3% 5,319 $485K
Goodman Advisory Group, LLC 0.14% New 5,316 $485K
Mayfair Advisory Group, LLC 0.33% Reduce -57.5% 5,339 $483K
Unique Wealth Strategies, LLC 0.23% No change 5,112 $483K
Lion Street Advisors, LLC 0.18% Add +3.9% 5,270 $480K
Greenwood Capital Associates LLC 0.06% Reduce -2.5% 5,261 $480K
Hobbs Group Advisors, LLC 0.18% — 5,647 $479K
Creekside Partners 0.26% — 5,246 $478K
Flputnam Investment Management Co. 0.01% Add +37.1% 5,236 $477K
Bristlecone Advisors, LLC 0.04% Add +0.1% 5,235 $477K
Lodestone Wealth Management LLC 0.25% Add +1.5% 5,225 $476K
Modera Wealth Management, LLC 0.01% Reduce -4.8% 5,222 $476K
Larson Financial Group LLC 0.03% Add +579.8% 5,207 $475K
Cassaday & Co Wealth Management LLC 0.01% Add +60.4% 5,198 $474K
Cullen/Frost Bankers, Inc. 0.01% No change 5,174 $472K
Plimoth Trust Co. LLC 0.13% Reduce -4.4% 5,157 $470K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -3.2% 5,150 $469K
Frisch Financial Group, Inc. 0.14% New 5,123 $467K
Next Level Private LLC 0.21% Reduce -13.0% 5,115 $466K
Litman Gregory Wealth Management LLC 0.04% Reduce -2.0% 5,085 $463K
Magnolia Capital Advisors LLC 0.26% New 5,081 $463K
Shepherd Financial Partners LLC 0.06% Reduce -4.0% 5,067 $462K
Fort Sheridan Advisors LLC 0.07% Add +1.0% 5,066 $462K
OMNI 360 Wealth, Inc. 0.35% Add +2.0% 5,025 $458K
Montecito Bank & Trust 0.09% Reduce -7.4% 5,012 $457K
Wealth Alliance Advisory Group, LLC 0.10% Reduce -8.0% 5,010 $457K
Lewis Asset Management, LLC 0.35% Add +5.8% 5,003 $456K
Graham Capital Management, L.P. 0.03% Reduce -84.8% 5,000 $456K
Debussy Capital Management LP 0.13% Add +0.3% 4,976 $454K
Obermeyer Wealth Partners 0.03% Reduce -17.5% 4,928 $449K
Acima Private Wealth, LLC 0.16% No change 4,922 $449K
Coordinated Financial Services, Inc. 0.39% Reduce -13.6% 4,921 $449K
Gateway Wealth Partners, LLC 0.14% Reduce -11.6% 4,910 $448K
Wealth Alliance, LLC 0.06% Add +7.7% 4,902 $447K
Wellington Shields & Co., LLC 0.15% No change 4,900 $447K
Lantern Wealth Advisors, LLC 0.32% Reduce -3.2% 4,899 $447K
AAFMAA Wealth Management & Trust LLC 0.22% New 4,891 $446K
Shulman DeMeo Asset Management LLC 0.12% Add +0.3% 4,879 $445K
Cape Ann Savings Bank 0.28% Add +10.9% 4,866 $444K
Stonehage Fleming Financial Services Holdings Ltd 0.01% New 4,847 $442K
SVB Wealth LLC 0.01% Reduce -21.6% 4,846 $442K
Allegheny Financial Group 0.13% Add +70.8% 4,832 $440K
Verity Asset Management, Inc. 0.17% New 4,828 $440K
McDonald Partners LLC 0.12% Add +0.8% 4,800 $438K
Bensler, LLC 0.06% Add +0.5% 4,797 $437K
City Holding Co. 0.06% Reduce -3.0% 4,789 $436K
Princeton Global Asset Management LLC 0.10% No change 4,750 $433K
Schneider Downs Wealth Management Advisors, LP 0.10% Add +43.3% 4,745 $433K
Inscription Capital, LLC 0.07% Reduce -3.0% 4,743 $432K
Pinnacle Family Advisors, LLC 0.24% New 4,723 $430K
Brave Asset Management Inc. 0.11% Add +90.4% 4,706 $429K
Alexander Labrunerie & Co., Inc. 0.23% Reduce -0.6% 4,697 $428K
Saxony Capital Management, LLC 0.47% Add +71.1% 4,691 $428K
Legacy Capital Group California, Inc. 0.15% Add +16.1% 4,681 $427K
Arrow Financial Corp 0.04% Reduce -3.7% 4,675 $426K
Zacks Investment Management 0.00% Add +10.1% 4,671 $426K
Rwa Wealth Partners, LLC 0.01% Add +63.1% 4,648 $424K
Key Financial Inc 0.10% No change 4,642 $423K
National Wealth Management Group, LLC 0.32% Reduce -18.5% 4,639 $423K
AlphaStar Capital Management, LLC 0.04% Add +8.6% 4,632 $422K
Strata Wealth Advisors, LLC 0.15% No change 4,631 $422K
Campion Asset Management 0.33% No change 4,620 $421K
New Wave Wealth Advisors LLC 0.23% — 4,619 $421K
Pinnacle Bancorp, Inc. 0.12% Reduce -2.2% 4,619 $421K
Latitude Advisors, LLC 0.26% Add +0.1% 4,606 $420K
Resolute Wealth Strategies, LLC 0.24% Reduce -0.9% 4,604 $420K
Sfmg, LLC 0.04% Add +0.1% 4,601 $419K
Bruce G. Allen Investments, LLC 0.35% Reduce -12.3% 4,580 $417K
J. Safra Sarasin Holding AG 0.01% — 4,575 $417K
Watershed Private Wealth LLC 0.18% No change 4,560 $416K
Keebeck Wealth Management 0.06% Reduce -18.7% 4,543 $414K
Palisade Capital Management, LP 0.01% Add +5.8% 4,543 $414K
Auxano Advisors, LLC 0.11% Add +0.0% 4,540 $414K
Shoker Investment Counsel, Inc. 0.15% Add +0.1% 4,539 $414K
Kowal Investment Group, LLC 0.08% Add +2.5% 4,513 $411K
Moneta Group Investment Advisors LLC 0.01% Reduce -1.5% 4,509 $411K
Black Point Wealth Management 0.43% — 4,503 $410K
Fort Washington Investment Advisors Inc. 0.00% No change 4,501 $410K
Baltimore-Washington Financial Advisors, Inc. 0.02% New 4,500 $410K
Sonata Capital Group Inc. 0.21% Add +10.5% 4,485 $409K
USA Financial Formulas 0.07% Reduce -20.3% 4,486 $409K
Mma Asset Management LLC 0.19% Reduce -54.0% 4,481 $408K
Grant/GrossMendelsohn, LLC 0.19% Add +11.4% 4,459 $406K
Silvercrest Asset Management Group LLC 0.00% New 4,431 $404K
Strategic Wealth Partners, Ltd. 0.04% Reduce -6.3% 4,400 $401K
Savant Capital, LLC 0.00% Add +15.1% 4,397 $401K
Summit X, LLC 0.09% Add +12.7% 4,391 $400K
TCP Asset Management, LLC 0.10% Reduce -2.4% 4,362 $398K
ELCO Management Co., LLC 0.23% Reduce -10.3% 4,350 $397K
QRG Capital Management, Inc. 0.00% Reduce -4.5% 4,346 $396K
Key Client Fiduciary Advisors, LLC 0.20% Reduce -13.3% 4,343 $396K
FLC Capital Advisors 0.10% Reduce -0.4% 4,342 $396K
Marcum Wealth, LLC 0.04% Reduce -6.0% 4,335 $395K
Gill Capital Partners, LLC 0.15% No change 4,323 $394K
Wolff Wiese Magana LLC 0.31% Reduce -6.5% 4,317 $393K
Cyndeo Wealth Partners, LLC 0.03% Add +3.5% 4,292 $391K
Exencial Wealth Advisors, LLC 0.01% Reduce -4.1% 4,260 $388K
Black Maple Capital Management LP 0.29% No change 4,260 $388K
MV Capital Management, Inc. 0.04% Add +0.7% 4,251 $387K
Horrell Capital Management, Inc. 0.11% No change 4,251 $387K
World Equity Group, Inc. 0.12% Reduce -2.5% 4,237 $386K
Private Capital Management LLC 0.08% Reduce -22.9% 4,228 $385K
Optimum Investment Advisors 0.17% Add +4.6% 4,217 $384K
TCTC Holdings, LLC 0.01% No change 4,205 $383K
St Germain D J Co. Inc. 0.02% No change 4,198 $383K
STAR Financial Bank 0.29% No change 4,186 $382K
Longview Financial Advisors, Inc. 0.29% No change 4,184 $381K
Avestar Capital, LLC 0.04% Add +21.9% 4,183 $381K
First Foundation Advisors 0.01% Reduce -5.7% 4,173 $380K
One Capital Management, LLC 0.01% Reduce -3.8% 4,107 $374K
Hunter Perkins Capital Management, LLC 0.08% Add +6.5% 4,100 $374K
First Trust Direct Indexing L.P. 0.02% New 4,095 $373K
Aspen Investment Management Inc 0.19% No change 4,094 $373K
NBW Capital LLC 0.07% Reduce -11.3% 4,083 $372K
Arkos Global Advisors 0.06% Add +22.1% 4,083 $372K
Peterson Wealth Management 0.23% Add +0.7% 4,065 $370K
Coastline Trust Co 0.04% Reduce -18.2% 4,052 $369K
PSI Advisors, LLC 0.12% Add +4.7% 4,049 $369K
Blue Zone Wealth Advisors, LLC 0.13% New 4,048 $369K
Nikulski Financial, Inc. 0.12% Reduce -3.4% 4,035 $368K
Arcus Capital Partners, LLC 0.14% Add +0.8% 4,027 $367K
Kessler Investment Group, LLC 0.20% Add +42.3% 4,024 $367K
Octavia Wealth Advisors, LLC 0.05% Add +4.4% 4,009 $365K
Global Financial Private Client, LLC 0.15% Add +0.3% 4,005 $365K
Prosperity Financial Group, Inc. 0.23% Reduce -9.1% 4,003 $365K
Icon Wealth Advisors, LLC 0.03% Add +55.7% 3,911 $365K
Doliver Advisors, LP 0.10% Reduce -2.4% 3,996 $364K
Wealthgarden F.S. LLC 0.38% — 3,988 $363K
Confluence Wealth Services, Inc. 0.03% Add +86.1% 3,987 $363K
Harmony Asset Management LLC 0.15% Add +33.8% 3,977 $363K
Marks Group Wealth Management, Inc 0.04% Reduce -2.9% 3,959 $361K
BlackDiamond Wealth Management, LLC 0.24% Add +23.5% 4,021 $359K
Concentrum Wealth Management 0.15% Reduce -4.3% 3,908 $356K
PEAK6 Investments LLC 0.02% New 3,907 $356K
Northwest Wealth Management, LLC 0.09% Reduce -21.6% 3,907 $356K
Capasso Planning Partners LLC 0.12% New 3,896 $355K
Patron Partners, LLC 0.21% Add +3.7% 3,892 $355K
First Command Advisory Services, Inc. 0.00% Reduce -18.8% 3,891 $355K
Roberts Wealth Advisors, LLC 0.12% Reduce -5.0% 3,987 $354K
Patten Group, Inc. 0.08% Add +20.0% 3,862 $352K
Searle & Co. 0.08% New 3,859 $352K
Hengehold Capital Management LLC 0.04% Add +0.0% 3,856 $351K
Wexford Capital LP 0.09% New 3,846 $351K
Successful Portfolios LLC 0.24% Reduce -1.3% 3,825 $349K
Texas Capital Bank Wealth Management Services Inc 0.04% New 3,813 $348K
WMG Financial Advisors, LLC 0.18% New 3,785 $345K
Ransom Advisory, Ltd 0.17% Add +10.2% 3,780 $345K
Private Wealth Strategies, L.L.C. 0.07% Reduce -0.6% 3,762 $343K
Constitution Capital LLC 0.18% Add +0.1% 3,755 $342K
Occidental Asset Management, LLC 0.06% Add +18.5% 3,754 $342K
Swmg, LLC 0.15% Add +2.4% 3,732 $340K
Holderness Investments Co. 0.08% Add +35.0% 3,726 $340K
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.09% No change 3,703 $337K
B.O.S.S. Retirement Advisors, LLC 0.09% Add +11.3% 3,699 $337K
Wealthspan Partners, LLC 0.19% Reduce -5.8% 3,689 $336K
Triumph Capital Management 0.13% Reduce -79.7% 3,660 $334K
Accurate Wealth Management, LLC 0.08% Reduce -28.7% 3,636 $333K
Ahl Investment Management, Inc. 0.24% No change 3,651 $333K
Crewe Advisors LLC 0.04% Reduce -32.5% 3,641 $332K
LJI Wealth Management, LLC 0.07% New 3,640 $332K
VestGen Investment Management 0.10% Reduce -13.7% 3,636 $331K
Means Investment Co., Inc. 0.04% Reduce -2.6% 3,631 $331K
Newman Dignan & Sheerar, Inc. 0.09% Add +2.1% 3,630 $331K
Members Wealth LLC 0.22% — 3,729 $330K
Windward Private Wealth Management Inc. 0.13% Reduce -1.1% 3,619 $330K
Poehling Capital Management, INC. 0.09% No change 3,583 $327K
Farmers & Merchants Investments Inc. 0.01% Add +11.5% 3,581 $326K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -1.7% 3,573 $326K
Dynamic Wealth Strategies, LLC 0.28% Reduce -44.3% 3,556 $324K
Ciovacco Capital Management LLC 0.21% Reduce -3.1% 3,552 $324K
Darwin Wealth Management, LLC 0.16% Reduce -41.2% 3,545 $323K
Pennsylvania Capital Management Inc. 0.12% Add +0.1% 3,537 $322K
Evanson Asset Management, LLC 0.02% Reduce -7.7% 3,525 $321K
Optivise Advisory Services LLC 0.17% — 3,479 $317K
Moller Wealth Partners 0.08% New 3,477 $317K
Howard Financial Services, LTD. 0.05% Add +39.3% 3,476 $317K
Bridge Advisory, LLC 0.16% Reduce -1.3% 3,464 $316K
MSH Capital Advisors LLC 0.11% Reduce -7.1% 3,459 $315K
Manhattan West Asset Management, LLC 0.08% Reduce -8.4% 3,432 $313K
Gradient Capital Advisors, LLC 0.11% Add +7.2% 3,431 $313K
Cassady Schiller Wealth Management, LLC 0.13% No change 3,424 $312K
Hyman Charles D 0.02% Reduce -4.2% 3,427 $312K
Caldwell Trust Co 0.03% Add +62.4% 3,421 $312K
Cultivar Capital, Inc. 0.26% Reduce -30.2% 3,400 $310K
Heritage Trust Co 0.04% No change 3,400 $310K
Gryphon Financial Partners LLC 0.05% Reduce -3.3% 3,396 $310K
Physicians Financial Services, Inc. 0.10% No change 3,393 $309K
American Financial Advisors, LLC 0.04% Add +3.4% 3,387 $309K
Tidemark, LLC 0.14% Reduce -74.2% 3,352 $306K
LexAurum Advisors, LLC 0.08% Add +4.0% 3,348 $305K
CGN Advisors LLC 0.04% Reduce -2.3% 3,342 $305K
World Investment Advisors 0.02% New 3,328 $303K
Avantax Planning Partners, Inc. 0.01% New 3,326 $303K
Tyche Wealth Partners LLC 0.07% Add +28.4% 3,310 $302K
Future Financial Wealth Managment LLC 0.27% Add +1.5% 3,309 $302K
Roman Butler Fullerton & Co. 0.10% Add +39.3% 3,344 $299K
ARS Wealth Advisors Group, LLC 0.04% Reduce -0.1% 3,266 $298K
Fox Hill Wealth Management 0.18% Add +0.6% 3,265 $298K
Sumitomo Mitsui Financial Group, Inc. 0.01% New 3,265 $298K
Anchor Investment Management, LLC 0.03% Reduce -5.8% 3,260 $297K
Safeguard Investment Advisory Group, LLC 0.09% Reduce -3.6% 3,249 $296K
Diversified Trust Co. 0.01% Add +2.0% 3,245 $296K
Simon Quick Advisors, LLC 0.02% Reduce -21.0% 3,237 $295K
Gainplan LLC 0.14% Reduce -19.4% 3,232 $295K
Leavell Investment Management, Inc. 0.02% Add +0.9% 3,218 $293K
Compton Wealth Advisory Group, LLC 0.08% Add +2.1% 3,211 $293K
Calton & Associates, Inc. 0.15% Add +0.3% 3,207 $292K
Raab & Moskowitz Asset Management LLC 0.08% No change 3,206 $292K
Tranquilli Financial Advisor LLC 0.20% Reduce -2.3% 3,199 $292K
PICTET BANK & TRUST Ltd 0.30% No change 3,200 $292K
Sageworth Trust Co of South Dakota 0.43% No change 3,195 $291K
Financial Partners Group, Inc 0.05% Reduce -7.8% 3,195 $291K
Johnson Financial Group, Inc. 0.01% Reduce -32.5% 3,186 $290K
NCM Capital Management, LLC 0.15% Add +3.3% 3,184 $290K
Core Wealth Partners LLC 0.20% Add +10.0% 3,181 $290K
Adamsbrown Wealth Consultants LLC 0.11% Add +3.3% 3,164 $288K
First Heartland Consultants, Inc. 0.03% Reduce -19.1% 3,154 $288K
GGM Financial LLC 0.26% — 3,151 $287K
Mirabaud & Cie SA 0.10% Reduce -45.1% 3,140 $286K
Sound Income Strategies, LLC 0.02% Add +349.7% 3,139 $286K
New England Private Wealth Advisors LLC 0.05% Add +7.0% 3,124 $285K
Viewpoint Capital Management LLC 0.17% No change 3,120 $284K
Financial Perspectives, Inc 0.10% Add +0.7% 3,118 $284K
Turtle Creek Wealth Advisors, LLC 0.07% Add +29.0% 3,111 $284K
Heritage Investors Management Corp. 0.01% No change 3,100 $283K
JPL Wealth Management, LLC 0.14% Reduce -10.3% 3,073 $280K
Vima LLC 0.62% Reduce -8.6% 3,057 $279K
Austin Private Wealth, LLC 0.03% Add +46.6% 3,055 $278K
Rosenberg Matthew Hamilton 0.08% Reduce -4.4% 3,048 $278K
Eagle Strategies LLC 0.05% Reduce -94.0% 3,040 $277K
Eldridge Investment Advisors, Inc. 0.07% No change 3,035 $277K
Magnolia Capital Management Ltd. 0.23% Reduce -19.9% 3,030 $276K
PBMares Wealth Management LLC 0.07% Reduce -16.8% 3,021 $275K
Hilltop Partners LLC 0.10% Reduce -24.3% 3,017 $275K
Briaud Financial Planning Inc 0.16% No change 3,018 $275K
D.B. Root & Company, LLC 0.09% Reduce -1.6% 3,012 $275K
NDWM LLC 0.24% Add +0.2% 2,997 $273K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -1.3% 2,960 $270K
Aull & Monroe Investment Management Corp 0.13% Add +3.5% 2,955 $269K
MBA Advisors LLC 0.14% Add +14.1% 2,953 $269K
Obsidian Cio, LLC 0.06% Add +8.9% 2,945 $268K
ArchPoint Investors 0.10% No change 2,929 $267K
Westmount Partners, LLC 0.09% Reduce -3.4% 2,915 $266K
Garrison Point Advisors, LLC 0.18% Reduce -4.1% 2,910 $265K
Monterey Private Wealth, Inc. 0.10% No change 2,909 $265K
Anson Capital, Inc. 0.26% Reduce -8.1% 2,909 $265K
Charles Schwab Trust Co 0.02% No change 2,908 $265K
First Citizens Financial Corp 0.16% No change 2,904 $265K
TruWealth Advisors, LLC 0.02% Reduce -7.2% 2,901 $264K
Sharp Wealth Advisory, LLC 0.23% Add +16.0% 2,900 $264K
ICA Group Wealth Management, LLC 0.16% Reduce -73.8% 2,898 $264K
Hamilton Wealth, LLC 0.07% Reduce -18.4% 2,890 $263K
Childress Capital Advisors, LLC 0.07% New 2,884 $263K
ICONIQ Capital, LLC 0.01% Add +0.8% 2,880 $263K
Oliver Luxxe Assets LLC 0.06% Add +3.2% 2,864 $261K
Advisory Resource Group 0.06% Reduce -3.7% 2,862 $261K
Chapin Davis, Inc. 0.09% Add +2.1% 2,838 $259K
Capital Square, LLC 0.17% Add +10.8% 2,790 $256K
Talisman Wealth Advisors LLC 0.29% Reduce -0.8% 2,799 $255K
Midwest Heritage Bank, FSB 0.13% New 2,796 $255K
TrinityPoint Wealth, LLC 0.04% Add +1.4% 2,787 $254K
Laraway Financial Advisors Inc 0.22% Reduce -25.4% 2,779 $253K
Pursue Wealth Partners LLC 0.14% New 2,777 $253K
Alexander Randolph Advisory, Inc. 0.24% No change 2,765 $252K
Blue Barn Wealth, LLC 0.14% No change 2,750 $251K
Concentric Wealth Management, LLC 0.07% Reduce -0.7% 2,749 $251K
Van Hulzen Asset Management, LLC 0.02% Add +3.8% 2,745 $250K
Well Done, LLC 0.05% No change 2,742 $250K
Retirement Guys Formula LLC 0.12% Add +0.7% 2,739 $250K
Maia Wealth LLC 0.07% — 2,703 $248K
Pine Harbor Wealth Management, LLC 0.15% Reduce -1.4% 2,722 $248K
Mill Creek Capital Advisors, LLC 0.01% Add +26.3% 2,721 $248K
Disciplina Capital Management LLC 0.04% Reduce -97.8% 273 $247K
Wellspring Financial Advisors, LLC 0.03% Reduce -1.4% 2,710 $247K
Greenland Capital Management LP 0.05% Reduce -28.3% 2,696 $246K
Valtinson Bruner Financial Planning LLC 0.10% Add +0.7% 2,692 $245K
Evermay Wealth Management LLC 0.04% No change 2,690 $245K
Nissay Asset Management Corp. /Japan 0.00% Reduce -99.0% 2,687 $245K
MKT Advisors LLC 0.12% Add +24.8% 2,756 $245K
CIC Wealth, LLC 0.07% Reduce -5.3% 2,683 $245K
Benchmark Investment Advisors LLC 0.18% Reduce -1.9% 2,682 $244K
Connecticut Wealth Management, LLC 0.01% Reduce -5.5% 2,669 $243K
My Personal CFO, LLC 0.13% New 2,667 $243K
Centennial Wealth Advisory LLC 0.11% New 2,667 $243K
Naples Money Management LLC 0.21% Add +7.3% 2,656 $242K
Aaron Wealth Advisors LLC 0.03% No change 2,656 $242K
Foresight Capital Management Advisors, Inc. 0.16% Reduce -2.1% 2,653 $242K
Whitener Capital Management, Inc. 0.07% New 2,645 $241K
Natixis 0.00% Add +31.6% 2,639 $241K
XTX Topco Ltd 0.02% Reduce -35.3% 2,633 $240K
Peterson Wealth Services 0.08% No change 2,627 $239K
Cutter & CO Brokerage, Inc. 0.06% New 2,624 $239K
Sharkey, Howes & Javer 0.04% Add +0.8% 2,618 $239K
BCS Wealth Management 0.12% No change 2,612 $238K
Mason Investment Advisory Services, Inc. 0.01% Add +0.4% 2,603 $237K
Dearborn Partners LLC 0.01% Add +5.2% 2,598 $237K
Transform Wealth, LLC 0.02% Add +4.1% 2,597 $237K
Tempus Wealth Planning, LLC 0.10% New 2,588 $236K
Strategic Family Wealth Counselors, L.L.C. 0.09% Add +0.1% 2,575 $235K
Country Trust Bank 0.01% Reduce -2.3% 2,565 $234K
Insight Wealth Partners, LLC 0.15% Add +12.1% 2,561 $233K
Midland Wealth Advisors, LLC 0.01% New 2,551 $233K
Iowa State Bank 0.05% No change 2,539 $231K
Stratos Investment Management, LLC 0.02% Reduce -12.7% 2,535 $231K
BNC Wealth Management, LLC 0.09% Reduce -90.2% 2,533 $231K
Commonwealth Financial Services, LLC 0.05% Reduce -1.9% 2,574 $231K
Sonora Investment Management Group, LLC 0.02% No change 2,432 $230K
Indiana Trust & Investment Management Co 0.08% Add +211.6% 2,490 $227K
3EDGE Asset Management, LP 0.02% Add +3.5% 2,481 $226K
Clifford Swan Investment Counsel LLC 0.01% Add +5.7% 2,480 $226K
Revolve Wealth Partners, LLC 0.04% Reduce -5.4% 2,471 $225K
MRA Advisory Group 0.13% Reduce -7.0% 2,464 $225K
Charter Oak Capital Management, LLC 0.02% Reduce -15.6% 2,450 $223K
Canopy Partners, LLC 0.10% No change 2,439 $222K
S. R. Schill & Associates 0.10% New 2,428 $221K
Nicolet Bankshares Inc. 0.05% Add +4.3% 2,410 $220K
Arlington Trust Co LLC 0.05% Add +127.7% 2,391 $218K
Paragon Capital Management Ltd 0.04% Add +2.8% 2,386 $218K
Boston Family Office LLC 0.02% No change 2,383 $217K
Victory Financial Group, LLC 0.10% Add +1.8% 2,379 $217K
Rollins Financial Advisors, LLC 0.04% Reduce -4.0% 2,372 $216K
Coastwise Capital Group, LLC 0.21% Reduce -1.3% 2,368 $216K
Fogel Capital Management, Inc. 0.11% No change 2,360 $215K
Delta Financial Group, Inc. 0.09% Add +4.1% 2,361 $215K
Lakeridge Wealth Management LLC 0.13% Add +8.0% 2,357 $215K
Parkside Advisors LLC 0.05% No change 2,355 $215K
Stack Financial Management, Inc 0.02% Reduce -6.8% 2,354 $215K
Investment Advisory Group, LLC 0.08% Add +9.5% 2,348 $214K
Solidarity Wealth, LLC 0.06% No change 2,344 $214K
Peak Financial Management, Inc. 0.07% No change 2,340 $213K
ABLE Financial Group, LLC 0.08% New 2,336 $213K
Sage Capital Management, LLC 0.11% Add +0.4% 2,334 $213K
Straight Path Wealth Management 0.11% New 2,332 $213K
Summit Financial Strategies, Inc. 0.03% Add +6.0% 2,331 $212K
Ally Invest Advisors Inc. 0.02% New 2,323 $212K
Valley Wealth Managers, Inc. 0.02% No change 2,310 $211K
Picton Mahoney Asset Management 0.01% New 2,300 $209K
Koss-Olinger Consulting, LLC 0.02% New 2,283 $208K
Capital Management Associates, Inc 0.13% Add +0.3% 2,279 $208K
Peninsula Wealth, LLC 0.04% Reduce -1.2% 2,295 $208K
KFA Private Wealth Group, LLC 0.11% Reduce -20.5% 2,272 $207K
Inspire Advisors, LLC 0.03% New 2,270 $207K
Boston Standard Wealth Management, LLC 0.05% No change 2,256 $206K
SageView Advisory Group, LLC 0.01% New 2,257 $206K
Capstone Financial Advisors, Inc. 0.01% New 2,255 $206K
XML Financial, LLC 0.02% New 2,245 $205K
Condor Capital Management 0.02% Reduce -3.6% 2,240 $204K
Patton Albertson Miller Group, LLC 0.03% No change 2,239 $204K
Lynch & Associates 0.05% No change 2,235 $204K
Amundi 0.00% Reduce -16.6% 2,220 $203K
LongView Wealth Management 0.07% Reduce -2.1% 2,229 $203K
Cordgrass Capital Advisors, LLC 0.06% Reduce -5.1% 2,220 $202K
Morton Capital Management LLC 0.05% New 2,220 $202K
Abbot Financial Management, Inc. 0.11% Add +3.5% 2,209 $201K
Nabity-Jensen Investment Management Inc 0.16% Reduce -1.8% 2,203 $201K
Coppell Advisory Solutions LLC 0.03% — 2,202 $201K
KKM Financial LLC 0.10% No change 2,200 $201K
First PREMIER Bank 0.05% Reduce -0.2% 2,155 $196K
Pacific Capital Wealth Advisors, Inc. 0.03% Add +883.5% 2,085 $190K
Gradient Investments LLC 0.00% Add +22.1% 2,054 $187K
Daiwa Securities Group Inc. 0.00% Add +1.1% 2,021 $184K
Brown Brothers Harriman & Co. 0.00% Add +3.4% 1,935 $176K
Carolinas Wealth Consulting LLC 0.03% Reduce -20.8% 1,904 $174K
Winch Advisory Services, LLC 0.05% Reduce -7.5% 1,884 $172K
Bogart Wealth, LLC 0.01% Add +37.4% 1,858 $169K
LFA - Lugano Financial Advisors SA 0.13% No change 1,830 $167K
Chilton Capital Management LLC 0.01% Add +16.3% 1,814 $165K
NFSG Corp 0.06% Reduce -40.5% 1,793 $163K
Continuum Advisory, LLC 0.02% Add +0.2% 1,790 $163K
Pin Oak Investment Advisors Inc. 0.15% Add +98.6% 1,740 $159K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,676 $153K
Oakworth Capital, Inc. 0.01% Reduce -8.2% 1,670 $152K
Bramshill Investments, LLC 0.02% New 1,630 $149K
Provident Wealth Management, LLC 0.05% Add +1428.6% 1,605 $146K
Integrity Financial Corp 0.09% Add +19.9% 1,603 $146K
Centerpoint Advisors, LLC 0.05% Reduce -9.4% 1,533 $140K
NCP Inc. 0.09% Reduce -27.7% 1,528 $139K
Operose Advisors LLC 0.05% No change 1,520 $139K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,500 $138K
Tucker Asset Management LLC 0.03% Reduce -10.7% 1,512 $138K
McIlrath & Eck, LLC 0.02% No change 1,499 $137K
Phillips Financial Management, LLC 0.01% No change 1,456 $133K
C M Bidwell & Associates Ltd. 0.09% Add +542.7% 1,446 $132K
Wells Financial Advisors INC 0.09% Reduce -11.2% 1,430 $130K
Delta Asset Management LLC 0.01% No change 1,417 $129K
Banque Cantonale Vaudoise 0.01% Reduce -72.6% 1,403 $127K
Oliver Lagore Vanvalin Investment Group 0.04% Reduce -94.9% 1,377 $125K
Harbor Capital Advisors, Inc. 0.01% Reduce -16.8% 1,368 $125K
Spotlight Asset Group, Inc. 0.09% No change 1,360 $124K
Perritt Capital Management Inc 0.07% Add +0.8% 1,359 $124K
Horizon Bancorp Inc. 0.06% No change 1,352 $123K
Millburn Ridgefield LLC 0.00% Reduce -99.0% 1,328 $121K
West Paces Advisors Inc. 0.03% Add +0.1% 1,325 $121K
Covestor Ltd 0.08% Reduce -55.3% 1,277 $117K
Addison Advisors LLC 0.04% No change 1,271 $116K
GAMMA Investing LLC 0.02% Add +41.2% 1,265 $115K
Glassman Wealth Services 0.02% Reduce -4.3% 1,257 $115K
Biltmore Family Office, LLC 0.02% No change 1,250 $114K
University of Texas/Texas Am Investment Management Co. 0.02% Reduce -44.3% 1,237 $113K
Global Trust Asset Management, LLC 0.05% Reduce -8.2% 1,235 $113K
Central Bank & Trust Co. 0.02% Reduce -62.9% 1,224 $112K
Ritter Daniher Financial Advisory LLC / DE 0.04% Add +0.7% 1,219 $111K
Bangor Savings Bank 0.01% Reduce -1.5% 1,214 $111K
Founders Capital Management 0.07% Add +6.3% 1,211 $110K
Western Pacific Wealth Management, LP 0.08% Reduce -0.7% 1,200 $109K
Tompkins Financial Corp. 0.01% Reduce -4.0% 1,200 $109K
Garde Capital, Inc. 0.01% Reduce -8.0% 1,152 $105K
Strategic Investment Solutions, Inc. 0.03% — 1,050 $98K
Duncker Streett & Co. Inc. 0.02% Reduce -6.4% 1,074 $98K
Atticus Wealth Management, LLC 0.03% Reduce -58.5% 1,072 $98K
Abound Wealth Management 0.04% Reduce -2.1% 1,052 $96K
Beacon Capital Management, LLC 0.02% Add +9.5% 1,051 $96K
ORG Partners LLC 0.01% New 1,038 $95K
Redwood Wealth Management Group, LLC 0.07% New 1,038 $95K
Wormser Freres Gestion 0.06% No change 1,000 $94K
MTM Investment Management, LLC 0.04% Reduce -4.8% 1,004 $92K
MGB Wealth Management, LLC 0.03% No change 1,000 $91K
CVA Family Office, LLC 0.02% No change 991 $90K
WestEnd Advisors, LLC 0.00% Add +8.4% 991 $90K
Cranbrook Wealth Management, LLC 0.02% Reduce -8.8% 978 $89K
Raleigh Capital Management Inc. 0.04% Add +34.3% 974 $89K
Perkins Coie Trust Co 0.02% No change 971 $89K
First United Bank & Trust 0.03% Reduce -1.8% 967 $88K
Transcendent Capital Group LLC 0.05% Add +1.1% 965 $88K
Custom Portfolio Group LLC 0.07% No change 940 $86K
Hilltop National Bank 0.03% Add +137.4% 933 $85K
WFA of San Diego, LLC 0.08% — 925 $84K
GoalVest Advisory LLC 0.03% Reduce -68.2% 896 $82K
Raffa Wealth Management, LLC 0.02% No change 883 $80K
Financial Management Professionals, Inc. 0.01% Add +28.5% 879 $80K
HighMark Wealth Management LLC 0.05% Reduce -20.1% 868 $79K
Planning Capital Management Corp 0.05% Reduce -8.4% 852 $78K
Gleason Group, Inc. 0.02% Add +0.8% 834 $76K
TD Capital Management LLC 0.01% No change 827 $75K
Stone House Investment Management, LLC 0.02% Add +0.8% 804 $73K
FinTrust Capital Advisors, LLC 0.01% Reduce -7.9% 788 $72K
Creekmur Asset Management LLC 0.02% Reduce -16.7% 784 $71K
Howe & Rusling Inc. 0.01% Add +0.6% 782 $71K
Russell Investments Group, Ltd. 0.00% Add +232.5% 778 $71K
Balefire, LLC 0.02% Add +380.0% 768 $70K
Hazlett, Burt & Watson, Inc. 0.04% Add +0.1% 760 $70K
Nemes Rush Group LLC 0.01% Reduce -20.6% 767 $70K
Pacific Center for Financial Services 0.02% No change 758 $69K
Wagner Wealth Management, LLC 0.02% Reduce -7.5% 750 $68K
WFA Asset Management Corp 0.04% Reduce -17.4% 717 $65K
Delos Wealth Advisors, LLC 0.06% Reduce -19.5% 701 $64K
Olistico Wealth, LLC 0.04% New 685 $62K
Park Place Capital Corp 0.02% Reduce -22.6% 684 $62K
WealthShield Partners, LLC 0.01% No change 678 $62K
Pineridge Advisors LLC 0.02% Reduce -0.9% 661 $60K
Trust Co. of Vermont 0.00% No change 649 $59K
Ashton Thomas Securities, LLC 0.01% — 649 $58K
Colonial Trust Advisors 0.01% No change 628 $57K
Plante Moran Financial Advisors, LLC 0.01% Add +19.7% 625 $57K
RFP Financial Group LLC 0.02% Add +0.8% 609 $55K
Townsend Asset Management Corp. /NC/ 0.02% Add +0.3% 592 $54K
Byrne Asset Management LLC 0.04% Add +1.0% 587 $53K
S.A. Mason LLC 0.03% Reduce -1.7% 580 $53K
Bollard Group LLC 0.00% Add +0.5% 566 $52K
MCF Advisors LLC 0.00% Add +0.5% 556 $51K
Maryland Capital Advisors Inc. 0.03% No change 544 $50K
Davis Capital Management 0.04% No change 520 $47K
Annapolis Financial Services, LLC 0.02% No change 520 $47K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -36.4% 509 $46K
Tanglewood Legacy Advisors, LLC 0.02% No change 500 $46K
Barrett & Company, Inc. 0.02% Add +0.2% 481 $44K
Abich Financial Wealth Management LLC 0.03% No change 472 $43K
Clear Point Advisors Inc. 0.03% Add +0.7% 466 $43K
Colonial Trust Co / SC 0.01% No change 457 $42K
Atlantic Edge Private Wealth Management, LLC 0.01% Reduce -14.2% 455 $41K
Missouri Trust & Investment Co 0.02% No change 450 $41K
Avion Wealth 0.01% Add +18.0% 453 $41K
Paladin Advisory Group, LLC 0.03% No change 449 $41K
IAG Wealth Partners, LLC 0.01% No change 447 $41K
Hamilton Point Investment Advisors, LLC 0.01% No change 446 $41K
WR Wealth Planners, LLC 0.01% Reduce -6.3% 445 $41K
JDM Financial Group LLC 0.03% No change 443 $40K
Belmont Capital, LLC 0.01% Reduce -91.5% 430 $39K
SJS Investment Consulting Inc. 0.01% No change 426 $39K
Voisard Asset Management Group, Inc. 0.02% No change 425 $39K
Caitlin John, LLC 0.03% Add +135.8% 422 $38K
Smithfield Trust Co 0.00% No change 419 $38K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 415 $38K
First Community Trust NA 0.03% Reduce -8.8% 415 $38K
Dagco, Inc. 0.02% No change 415 $38K
Guardian Wealth Advisors, LLC / NC 0.00% Add +0.5% 401 $37K
Elevation Wealth Partners, LLC 0.02% No change 400 $36K
Turim 21 Investimentos Ltda. 0.01% No change 400 $36K
LRI Investments, LLC 0.00% No change 392 $36K
Cape Investment Advisory, Inc. 0.02% Add +0.5% 386 $35K
Rakuten Securities, Inc. 0.01% Add +220.3% 378 $34K
Stephens Consulting, LLC 0.01% No change 377 $34K
Advisor Resource Council 0.04% Reduce -15.0% 21,120 $34K
PFS Partners, LLC 0.02% Add +0.3% 367 $33K
HHM Wealth Advisors, LLC 0.01% Add +363.3% 366 $33K
DHJJ Financial Advisors, Ltd. 0.01% No change 365 $33K
America First Investment Advisors, LLC 0.01% No change 360 $33K
Bare Financial Services, Inc 0.02% No change 352 $33K
Smartleaf Asset Management LLC 0.01% Reduce -42.6% 349 $32K
Main Street Group, LTD 0.01% Reduce -29.6% 342 $31K
Birchbrook, Inc. 0.02% No change 340 $31K
Painted Porch Advisors LLC 0.02% New 335 $31K
Your Advocates Ltd., LLP 0.01% Add +209.9% 313 $29K
Centennial Bank 0.01% No change 312 $28K
Mark Sheptoff Financial Planning, LLC 0.02% Add +80.6% 307 $28K
Archer Investment Corp 0.01% No change 295 $27K
Dunhill Financial, LLC 0.02% Add +0.7% 290 $26K
Redmont Wealth Advisors LLC 0.04% Reduce -17.2% 274 $25K
Studio Investment Management LLC 0.01% Add +57.5% 274 $25K
Kiely Wealth Advisory Group, Inc. 0.01% No change 278 $25K
Capstone Investment Advisors, LLC 0.00% New 264 $24K
SIMA Wealth Partners, LLC 0.02% — 257 $23K
Oxford Financial Group, LTD. LLC 0.00% Reduce -26.4% 257 $23K
MilWealth Group LLC 0.01% New 256 $23K
Hantz Financial Services, Inc. 0.00% Add +1.2% 253 $23K
Gilliland Jeter Wealth Management LLC 0.01% No change 250 $23K
Beaird Harris Wealth Management, LLC 0.00% No change 244 $22K
Gables Capital Management Inc. 0.01% Add +69.9% 243 $22K
Strengthening Families & Communities, LLC 0.01% Add +0.8% 237 $22K
HWG Holdings LP 0.01% — 240 $22K
Compass Wealth Management LLC 0.01% No change 240 $22K
Manchester Capital Management LLC 0.00% New 239 $22K
Rise Advisors, LLC 0.01% Add +0.9% 225 $20K
Versant Capital Management, Inc 0.01% New 223 $20K
Tortoise Investment Management, LLC 0.00% New 220 $20K
Ogorek Anthony Joseph /NY/ 0.01% No change 223 $20K
Register Financial Advisors LLC 0.01% No change 218 $20K
M&R Capital Management Inc. 0.00% No change 215 $20K
Asset Dedication, LLC 0.00% Reduce -75.5% 205 $19K
Vermillion & White Wealth Management Group, LLC 0.01% No change 200 $18K
West Oak Capital, LLC 0.01% No change 200 $18K
Kelly Financial Services LLC 0.01% Add +0.5% 194 $18K
Denver PWM, LLC 0.01% New 192 $18K
Roble, Belko & Company, Inc 0.00% No change 190 $17K
SOA Wealth Advisors, LLC. 0.00% Add +0.5% 185 $17K
Richard W. Paul & Associates, LLC 0.01% No change 180 $16K
Ameritas Investment Partners, Inc. 0.00% Add +0.6% 178 $16K
Hartford Financial Management Inc. 0.00% No change 173 $16K
Great Lakes Retirement, Inc. 0.00% New 169 $15K
LGT Financial Advisors LLC 0.03% Reduce -56.0% 167 $15K
Element Wealth, LLC 0.01% No change 164 $15K
Clean Yield Group 0.01% Add +0.6% 163 $15K
Mfa Wealth Advisors, LLC 0.00% New 162 $15K
RE Dickinson Investment Advisors, LLC 0.01% No change 160 $15K
Providence Capital Advisors, LLC 0.00% Add +14.7% 156 $14K
Ballast Advisors LLC 0.00% No change 150 $14K
Hoey Investments, Inc. 0.00% No change 145 $13K
Emfo, LLC 0.01% Add +18.8% 139 $13K
Citizens National Bank Trust Department 0.00% No change 130 $12K
Aspire Private Capital, LLC 0.00% Reduce -9.8% 129 $12K
Union Savings Bank 0.01% Reduce -40.0% 120 $11K
DiNuzzo Private Wealth, Inc. 0.00% No change 114 $10K
United Community Bank 0.00% No change 110 $10K
Slocum, Gordon & Co LLP 0.01% No change 108 $10K
Silicon Valley Capital Partners 0.00% No change 108 $10K
Spectrum Wealth Counsel, LLC 0.00% Reduce -99.7% 103 $9K
Sachetta, LLC 0.00% No change 100 $9K
Elequin Capital, LP 0.01% New 101 $9K
Frazier Financial Advisors, LLC 0.01% New 100 $9K
Guardian Wealth Management, Inc. 0.01% No change 97 $9K
Triad Wealth Partners, LLC 0.00% New 82 $7K
Pacifica Partners Inc. 0.00% Reduce -25.2% 80 $7K
Moser Wealth Advisors, LLC 0.00% Add +233.3% 80 $7K
REAP Financial Group, LLC 0.00% Reduce -2.4% 80 $7K
EnRich Financial Partners LLC 0.00% Reduce -41.4% 75 $7K
Bellevue Asset Management, LLC 0.00% No change 72 $7K
Opal Wealth Advisors, LLC 0.00% New 71 $6K
Bank & Trust Co 0.01% — 67 $6K
Rice Partnership, LLC 0.00% No change 65 $6K
Foster Dykema Cabot & Partners, LLC 0.00% No change 58 $5K
Eukles Asset Management 0.00% Add +86.7% 56 $5K
Concord Wealth Partners 0.00% No change 56 $5K
Aspect Partners, LLC 0.00% No change 51 $5K
CBIZ Investment Advisory Services, LLC 0.00% New 51 $5K
Semmax Financial Advisors Inc. 0.00% No change 51 $5K
Summer Road LLC 0.00% New 50 $5K
Pathway Financial Advisers, LLC 0.00% Add +557.1% 46 $4K
Valley National Advisers Inc. 0.00% No change 48 $4K
1620 Investment Advisors, Inc. 0.00% New 39 $4K
Logan Capital Management Inc. 0.00% No change 38 $3K
Thomas J. Herzfeld Advisors, Inc. 0.00% New 36 $3K
Macroview Investment Management LLC 0.00% Add +3.3% 31 $3K
Chris Bulman Inc 0.00% — 30 $3K
City State Bank 0.00% Reduce -50.0% 30 $3K
Pingora Partners LLC 0.00% No change 29 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% New 27 $2K
Central Pacific Bank - Trust Division 0.00% No change 27 $2K
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% Add +4.2% 25 $2K
Prestige Wealth Management Group LLC 0.00% No change 23 $2K
First Personal Financial Services 0.00% No change 22 $2K
Advanced Asset Management Advisors Inc 0.00% No change 20 $2K
Carolina Wealth Advisors, LLC 0.00% No change 17 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.1% 16 $1K
Coston, McIsaac & Partners 0.00% No change 15 $1K
Valued Wealth Advisors LLC 0.00% Add +10.0% 11 $960
Dogwood Wealth Management LLC 0.00% New 7 $638
Janiczek Wealth Management, LLC 0.00% No change 6 $547
AllSquare Wealth Management LLC 0.00% No change 3 $273
Kozak & Associates, Inc. 0.00% Reduce -98.4% 2 $175
Friedenthal Financial 0.00% No change 1 $92
Parallax Volatility Advisers, L.P. 0.00% No change 1 $91
Sugarloaf Wealth Management, LLC 0.00% Reduce -99.9% 1 $81
Sawyer & Company, Inc 0.00% Reduce -92.9% 3 $0

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