SS Energy Select SectorXLEETF

13F holders, Q3 2024 (September 30)
1,753holders −56
100new positions
156sold out
7famous investors
$87.83avg. 13F price*

At the end of Q3 2024, 1,753 institutions reported holding SS Energy Select Sector (XLE) in their 13F filings, down 56 from Q2 2024. 100 opened new positions and 156 sold out. The largest holders were Bank of America Corp. ($3.8B), Morgan Stanley ($1.6B) and Wells Fargo & Company ($1.3B). 7 famous investors held it, including Paul Tudor Jones (0.9% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
SS Energy Select Sector
Filed as
SELECT SECTOR SPDR TR (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions100$245.5M
Exits156$559.6M

All 13F filers, Q2 2024 → Q3 2024: 23,624,437 shares bought and 29,950,657 shares sold, net −6,326,220 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,753 holders

Bank of America Corp. 0.33% Add +5.4% 43,312,371 $3.8B
Morgan Stanley 0.11% Add +0.4% 17,699,996 $1.6B
Wells Fargo & Company 0.32% Add +26.3% 14,917,429 $1.3B
JPMorgan Chase & Co. 0.06% Add +20.7% 8,323,494 $730.8M
Goldman Sachs Group Inc. 0.14% Reduce -2.8% 8,075,777 $709.1M
UBS Group AG 0.18% Reduce -4.3% 7,253,104 $636.8M
LPL Financial LLC 0.28% Reduce -12.4% 7,090,455 $622.5M
Barclays PLC 0.20% Add +66.2% 5,161,376 $453.2M
Ameriprise Financial Inc. 0.09% Reduce -9.3% 4,155,937 $364.9M
Royal Bank of Canada 0.07% Reduce -16.2% 3,550,353 $311.7M
Hamilton Capital, LLC 22.05% Add +5.7% 3,358,057 $297.5M
BNP Paribas Financial Markets 0.28% Add +15.2% 3,276,748 $287.7M
Envestnet Asset Management Inc. 0.09% Add +4.0% 3,228,527 $283.5M
Cibc World Market Inc. 0.56% Add +62.7% 2,843,714 $249.7M
Provida Pension Fund Administrator 4.35% Reduce -14.1% 2,275,154 $199.8M
Harel Insurance Investments & Financial Services Ltd. 3.28% Reduce -0.1% 2,165,516 $190.1M
Saudi Central Bank 18.31% No change 2,160,502 $189.7M
Bessemer Group Inc. 0.30% Add +29.7% 2,050,736 $180.1M
Raymond James & Associates 0.10% Reduce -1.1% 1,935,540 $169.9M
Clal Insurance Enterprises Holdings Ltd 1.42% Add +5339.3% 1,823,525 $160.1M
Northern Trust Corp. 0.02% Reduce -10.0% 1,314,161 $115.4M
Wealthfront Advisers LLC 0.35% Reduce -2.1% 1,297,756 $113.9M
Citadel Advisors 0.12% Add +24.2% 1,255,701 $110.3M
Raymond James Financial Services Advisors, Inc. 0.15% Reduce -12.2% 1,247,042 $109.5M
Stifel Financial Corp. 0.11% Reduce -0.3% 1,216,610 $106.8M
HighTower Advisors, LLC 0.15% Add +0.3% 1,130,258 $99.2M
Commonwealth Equity Services, LLC 0.14% Reduce -10.4% 1,047,143 $91.9M
Squarepoint Ops LLC 0.30% Reduce -8.6% 1,040,360 $91.3M
TD Asset Management Inc 0.08% Reduce -0.1% 1,041,255 $90.8M
Nwi Management LP 10.64% Add +4518.2% 1,016,000 $89.2M
Condire Management, LP 11.06% Add +204.3% 1,001,911 $88.0M
Tudor Investment Corporation 0.93% Add +116.6% 968,748 $85.1M
Cetera Investment Advisers 0.18% Add +0.9% 951,386 $83.5M
Canada Pension Plan Investment Board 0.08% No change 950,000 $83.4M
Exchange Traded Concepts, LLC 1.92% Reduce -12.3% 919,576 $80.7M
Healthcare of Ontario Pension Plan Trust Fund 0.18% New 850,000 $74.6M
Osaic Holdings, Inc. 0.16% Reduce -17.6% 828,427 $72.8M
Bank of Montreal 0.03% Add +4.0% 781,543 $68.1M
Susquehanna International Group, LLP 0.12% Reduce -74.2% 772,833 $67.9M
PNC Financial Services Group, Inc. 0.04% Reduce -0.7% 771,994 $67.8M
RiverFront Investment Group, LLC 1.56% Add +4.3% 755,866 $66.4M
Rockefeller Capital Management L.P. 0.17% Reduce -1.3% 703,192 $61.8M
Baird Financial Group, Inc. 0.12% Reduce -32.5% 698,016 $61.3M
Corient Private Wealth LP 0.09% Add +2.3% 683,302 $60.0M
BlackRock, Inc. 0.00% — 648,736 $57.0M
CHURCHILL MANAGEMENT Corp 0.65% Reduce -47.9% 642,628 $56.4M
Citigroup Inc. 0.05% Reduce -9.8% 634,673 $55.7M
Truist Financial Corp. 0.09% Reduce -12.7% 634,109 $55.7M
Agf Management Ltd. 0.28% Add +43.0% 617,939 $54.3M
Janney Montgomery Scott LLC 0.15% Reduce -2.7% 617,827 $54.2M
Richard Bernstein Advisors LLC 1.14% Reduce -8.7% 607,217 $53.3M
Private Advisor Group, LLC 0.33% Reduce -8.4% 603,025 $52.9M
PGIM Custom Harvest LLC 1.05% Add +14.9% 592,530 $52.0M
MML Investors Services, LLC 0.18% Add +4.0% 568,540 $49.9M
US Bancorp \de 0.06% Reduce -5.5% 565,037 $49.6M
Quotient Wealth Partners, LLC 1.63% Add +0.5% 564,454 $49.6M
EP Wealth Advisors, LLC 0.42% Add +487.3% 555,109 $48.7M
Cambridge Investment Research Advisors, Inc. 0.16% Reduce -37.8% 529,507 $46.5M
Fifth Third Bancorp 0.16% Reduce -4.0% 493,189 $43.3M
CW Advisors, LLC 0.58% Reduce -28.5% 492,624 $43.3M
Balyasny Asset Management L.P. 0.11% Reduce -29.7% 468,791 $41.2M
Summit Rock Advisors, LP 15.85% Add +39.2% 461,590 $40.5M
Capital Fund Management S.A. 0.44% Reduce -14.2% 450,881 $39.6M
Factory Mutual Insurance Co. 0.40% No change 438,360 $38.5M
Tocqueville Asset Management L.P. 0.59% Reduce -0.3% 428,273 $37.6M
Signature Estate & Investment Advisors LLC 0.86% Add +20.5% 423,020 $37.1M
Menora Mivtachim Holdings LTD. 0.23% Add +4755.3% 412,700 $36.2M
Alps Advisors Inc. 0.23% Add +11.8% 398,812 $35.0M
GenTrust, LLC 1.58% Reduce -11.0% 368,798 $32.4M
Sanctuary Advisors, LLC 0.20% Add +0.1% 329,826 $32.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.86% Reduce -26.6% 362,548 $31.8M
Forbes J M & Co. LLP 3.10% Reduce -0.9% 361,846 $31.8M
KCM Investment Advisors LLC 1.06% Reduce -0.3% 355,082 $31.2M
Simplex Trading, LLC 1.05% Add +287.5% 354,871 $31.2M
Nan Shan Life Insurance Co., Ltd. 0.73% Add +21.3% 354,340 $31.1M
Composition Wealth, LLC 0.71% Add +0.2% 350,638 $30.8M
Cerity Partners LLC 0.07% Add +1.9% 348,311 $30.6M
Blue Chip Partners, LLC 2.65% Add +0.3% 347,697 $30.5M
Prudential Financial Inc. 0.04% Reduce -41.8% 336,095 $29.5M
Affinity Wealth Management LLC 5.06% Add +2.7% 324,615 $28.5M
Bank of New York Mellon Corp 0.01% Add +113.1% 324,021 $28.4M
Crestwood Advisors Group, LLC 0.54% Reduce -0.1% 323,258 $28.4M
Municipal Employees' Retirement System of Michigan 0.36% Add +14.2% 311,228 $27.3M
Meiji Yasuda Life Insurance Co 0.50% Add +4.2% 310,260 $27.2M
Thrivent Financial for Lutherans 0.05% Reduce -27.0% 306,844 $26.9M
Cwm, LLC 0.12% Add +10.5% 304,908 $26.8M
Mercer Global Advisors Inc. 0.06% Reduce -1.5% 295,542 $26.4M
Cresset Asset Management, LLC 0.10% Reduce -0.7% 289,960 $25.5M
Millennium Management 0.02% Reduce -0.3% 283,774 $24.9M
UNIVEST FINANCIAL Corp 1.60% Add +188.8% 276,856 $24.3M
Peapack Gladstone Financial Corp. 0.35% Reduce -0.1% 274,835 $24.1M
Toronto Dominion Bank 0.04% Reduce -21.7% 273,242 $24.0M
Franklin Resources Inc. 0.01% Add +13.2% 255,829 $23.7M
Flagship Harbor Advisors, LLC 1.29% Add +371.3% 268,322 $23.6M
Unisphere Establishment 0.22% Add +53.5% 261,000 $22.9M
Granger Management LLC 4.40% No change 255,063 $22.4M
Appleton Partners Inc. 1.64% Add +6.4% 253,528 $22.3M
J.Safra Asset Management Corp 2.09% Add +3.6% 252,187 $22.0M
Mariner, LLC 0.04% Reduce -14.6% 250,024 $22.0M
Capital Analysts, LLC 0.86% Add +7.1% 239,794 $21.1M
Equitable Holdings, Inc. 0.20% Reduce -1.5% 239,788 $21.1M
Enclave Advisors LLC 3.57% — 239,745 $21.0M
Beacon Pointe Advisors, LLC 0.24% Reduce -0.1% 239,284 $21.0M
Kestra Advisory Services, LLC 0.12% Reduce -31.4% 238,248 $20.9M
Ferguson Wellman Capital Management, Inc. 0.39% Reduce -0.9% 228,752 $20.1M
Captrust Financial Advisors 0.06% Reduce -49.5% 227,527 $20.0M
CoreCap Advisors, LLC 0.92% Reduce -5.2% 222,482 $19.5M
Focus Partners Wealth 0.06% Reduce -20.4% 218,987 $19.2M
Madison Asset Management, LLC 0.21% Add +0.6% 217,640 $19.1M
Steward Partners Investment Advisory, LLC 0.18% Add +24.3% 217,636 $19.1M
Charles Schwab Investment Management Inc. 0.00% Reduce -83.6% 217,338 $19.1M
Trust Asset Management LLC 1.49% Reduce -0.1% 212,622 $18.7M
Advisory Alpha, LLC 0.66% Add +6.2% 212,595 $18.7M
Brown Advisory Inc. 0.02% Reduce -7.0% 209,423 $18.4M
Avantax Advisory Services, Inc. 0.12% Reduce -18.5% 208,946 $18.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.11% New 206,984 $18.2M
Lee Financial Co 2.58% Add +0.8% 206,523 $18.1M
Integrated Wealth Concepts LLC 0.22% Reduce -0.6% 201,419 $17.7M
W.G. Shaheen & Associates DBA Whitney & Co 1.87% Add +0.8% 198,791 $17.5M
Renaissance Technologies 0.03% Add +148.3% 196,061 $17.2M
Swan Global Investments, LLC 0.82% Reduce -10.1% 193,820 $17.0M
Resonant Capital Advisors, LLC 1.23% Add +3.5% 190,851 $16.8M
Black Swift Group, LLC 3.65% Add +6.5% 188,099 $16.5M
Creative Planning 0.02% Add +1.4% 188,018 $16.5M
Janney Capital Management LLC 1.10% Reduce -3.4% 185,997 $16.3M
Pathstone Holdings, LLC 0.07% Add +0.8% 185,698 $16.3M
Independent Financial Group, LLC 0.59% Reduce -5.6% 184,193 $16.2M
Full Sail Capital, LLC 1.04% Reduce -1.4% 183,953 $16.2M
Veltria Advisors Corp. 6.37% Add +0.4% 183,912 $16.1M
SP Asset Management LLC 1.33% Add +0.7% 182,440 $16.0M
Sculptor Capital LP 0.49% Reduce -74.5% 181,680 $16.0M
B & T Capital Management DBA Alpha Capital Management 2.99% Add +2.5% 180,932 $15.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.44% Reduce -2.3% 179,497 $15.8M
Benjamin Edwards Inc. 0.23% Add +1888.5% 179,344 $15.7M
GTS Securities LLC 0.31% Reduce -47.0% 177,247 $15.6M
Cornerstone Advisors, LLC 0.60% Add +13.1% 174,300 $15.3M
HSBC Holdings PLC 0.01% Reduce -50.0% 174,847 $15.3M
Stratos Wealth Advisors, LLC 0.69% Add +41.9% 171,960 $15.1M
State Street Corp. 0.00% Reduce -87.9% 170,001 $14.9M
Parallax Volatility Advisers, L.P. 0.44% Add +16670900.0% 166,710 $14.6M
Blume Capital Management, Inc. 3.30% Add +0.1% 166,328 $14.6M
U.S. Capital Wealth Advisors, LLC 0.52% Reduce -0.9% 165,910 $14.6M
NewSquare Capital LLC 1.16% Add +4.5% 169,220 $14.6M
Atria Wealth Solutions, Inc. 0.16% Reduce -8.1% 162,876 $14.3M
Lebenthal Global Advisors, LLC 2.88% Add +533.2% 161,747 $14.2M
Concentric Capital Strategies, LP 0.89% New 160,484 $14.1M
Chemung Canal Trust Co. 2.85% Reduce -12.6% 160,341 $14.1M
Cercano Management LLC 0.34% New 159,810 $14.0M
NewEdge Advisors, LLC 0.09% Reduce -1.0% 158,897 $14.0M
Envestnet Portfolio Solutions, Inc. 0.04% Add +42.4% 157,045 $13.8M
Tiff Advisory Services, LLC 4.57% No change 156,691 $13.8M
First Interstate Bank 0.83% Reduce -0.5% 156,228 $13.7M
Allen Investment Management, LLC 0.16% Add +20.2% 155,787 $13.7M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -5.3% 154,775 $13.6M
Dakota Wealth Management 0.30% Reduce -2.1% 152,884 $13.4M
Scotia Capital Inc. 0.07% Add +1.5% 152,061 $13.4M
Prudent Investors Network, Inc. 4.07% Add +28.6% 151,114 $13.3M
Pittenger & Anderson Inc. 0.49% Add +0.5% 150,229 $13.2M
Money Design Co.,Ltd. 0.65% Reduce -0.4% 149,526 $13.1M
Blair William & Co. 0.04% Reduce -19.2% 148,898 $13.1M
Atria Investments, Inc 0.16% Add +8.1% 147,134 $12.9M
Partners Capital Investment Group, LLP 0.20% Add +0.8% 142,230 $12.5M
Marshall Wace, LLP 0.02% Add +33.5% 138,738 $12.2M
Advisory Services Network, LLC 0.24% No change 128,393 $11.7M
Aveo Capital Partners, LLC 1.23% Reduce -21.9% 132,347 $11.6M
AE Wealth Management LLC 0.10% Add +18.0% 130,682 $11.5M
Gladstone Institutional Advisory LLC 0.55% Add +9.9% 129,260 $11.3M
Solitude Financial Services 4.83% Add +3.4% 128,821 $11.3M
SG Americas Securities, LLC 0.04% Reduce -33.3% 128,394 $11.3M
Wilmington Savings Fund Society, FSB 0.20% New 128,153 $11.3M
Cadent Capital Advisors, LLC 3.78% Add +6.3% 126,648 $11.1M
Invictus Private Wealth, LLC 0.88% Add +2.9% 126,520 $11.1M
Armstrong Advisory Group, Inc. 0.92% Reduce -24.1% 126,002 $11.1M
Cumberland Advisors Inc. 4.37% Reduce -2.4% 125,342 $11.0M
Comerica Bank 0.04% Reduce -4.3% 124,764 $11.0M
Fielder Capital Group LLC 3.58% Add +4.9% 123,488 $10.8M
&partners 0.21% Add +205.8% 122,389 $10.7M
LS Investment Advisors, LLC 1.59% Reduce -9.3% 122,366 $10.7M
Ethos Financial Group, LLC 1.77% Add +24.4% 120,929 $10.6M
MAI Capital Management 0.10% Reduce -3.5% 120,837 $10.6M
Keybank National Association 0.04% Reduce -1.4% 120,744 $10.6M
WNY Asset Management, LLC 1.23% Add +7.1% 120,037 $10.5M
D L Carlson Investment Group Inc. 1.88% Reduce -1.1% 118,018 $10.4M
Cerity Partners OCIO LLC 0.83% No change 117,719 $10.3M
NTV Asset Management LLC 1.36% Reduce -0.4% 115,953 $10.2M
Evoke Wealth, LLC 0.28% New 115,643 $10.2M
Merit Financial Group, LLC 0.23% Reduce -1.3% 114,974 $10.1M
Clarity Financial LLC 1.18% Reduce -3.4% 113,990 $10.0M
Financial Advocates Investment Management 0.56% Reduce -15.5% 106,342 $9.8M
Demars Financial Group, LLC 4.48% Add +2.3% 111,985 $9.8M
Oppenheimer & Co. Inc. 0.15% Reduce -27.4% 111,963 $9.8M
Busey Bank 0.32% Reduce -2.8% 111,142 $9.8M
Fiduciary Group, LLC 0.99% Add +0.9% 110,894 $9.7M
Van Eck Associates Corp. 0.01% Reduce -0.2% 106,363 $9.6M
Capital Insight Partners, LLC 1.67% Add +6.9% 108,516 $9.5M
AlTi Global, Inc. 0.23% Reduce -1.1% 107,643 $9.5M
Vickerman Investment Advisors, Inc. 2.75% Add +4.4% 106,756 $9.4M
Park Avenue Securities LLC 0.10% Reduce -1.6% 105,553 $9.3M
Fisher Asset Management 0.00% Reduce -2.8% 104,249 $9.2M
Spire Wealth Management 0.31% Reduce -7.7% 103,821 $9.1M
Ameritas Advisory Services, LLC 0.39% Reduce -30.6% 103,523 $9.1M
Lyell Wealth Management, LP 0.82% Reduce -0.9% 102,934 $9.0M
Vestcor Inc 0.28% No change 102,800 $9.0M
Jefferies Financial Group Inc. 0.16% Reduce -32.6% 102,638 $9.0M
D.A. Davidson & Co. 0.07% Reduce -11.6% 101,740 $8.9M
Landscape Capital Management, L.L.C. 0.91% New 101,662 $8.9M
Baker Avenue Asset Management, LP 0.28% Add +0.7% 101,187 $8.9M
GW Henssler & Associates Ltd. 0.49% Add +0.6% 99,658 $8.7M
Sowell Financial Services LLC 0.41% Reduce -5.7% 99,511 $8.7M
PEAK6 Investments LLC 0.44% Add +2442.5% 99,335 $8.7M
Capital Investment Advisors, LLC 0.18% Reduce -0.8% 99,261 $8.7M
WBH Advisory Inc. 0.82% Add +2.1% 99,138 $8.7M
Steele Capital Management, Inc. 0.45% Add +0.0% 97,557 $8.6M
GYL Financial Synergies, LLC 0.64% Reduce -0.8% 97,434 $8.6M
Parallel Advisors, LLC 0.20% Reduce -5.8% 96,395 $8.5M
Biltmore Wealth Management, LLC 3.47% Add +3.3% 96,099 $8.4M
Whitcomb & Hess, Inc. 2.49% Reduce -0.1% 95,351 $8.4M
Bryn Mawr Trust Advisors, LLC 0.45% Reduce -0.8% 95,150 $8.4M
Diversify Advisory Services, LLC 0.45% Reduce -48.8% 92,401 $8.3M
Buska Wealth Management, LLC 2.87% Add +6.9% 93,720 $8.2M
1832 Asset Management L.P. 0.01% Reduce -67.5% 93,173 $8.2M
Crescent Grove Advisors, LLC 0.83% Add +46.6% 93,063 $8.2M
Alerus Financial NA 0.59% Reduce -21.6% 91,853 $8.1M
Old National Bancorp 0.19% Reduce -5.6% 91,730 $8.1M
Fagan Associates, Inc. 1.35% Reduce -1.8% 91,600 $8.0M
Mutual Advisors, LLC 0.23% Add +25.4% 88,283 $7.9M
Novare Capital Management LLC 0.67% Reduce -0.5% 89,528 $7.9M
Greater Midwest Financial Group, LLC 4.61% Add +1.1% 89,464 $7.9M
Fourpath Capital Management, LLC 1.44% New 89,161 $7.8M
Synovus Financial Corp. 0.09% Add +89.7% 89,102 $7.8M
Arkadios Wealth Advisors 0.44% Add +7.2% 88,700 $7.8M
Blue Trust, Inc. 0.10% Add +7.7% 85,381 $7.8M
Toth Financial Advisory Corp. 0.91% Reduce -0.9% 87,973 $7.7M
Fortis Group Advisors, LLC 1.43% Add +277.0% 87,960 $7.7M
Fiducient Advisors LLC 0.89% No change 87,838 $7.7M
Geneos Wealth Management Inc. 0.29% Reduce -34.5% 87,688 $7.7M
Axiom Advisory, LLC 0.07% Add +104.8% 86,056 $7.7M
Bar Harbor Wealth Management 0.49% Add +0.3% 86,372 $7.6M
Trek Financial, LLC 0.56% Reduce -7.2% 85,516 $7.5M
Carnegie Investment Counsel 0.22% Add +0.6% 84,741 $7.4M
Vestor Capital, LLC 0.58% Reduce -0.2% 84,380 $7.4M
Fifth Third Securities, Inc. 0.69% Reduce -2.6% 83,633 $7.3M
SOL Capital Management CO 0.81% Add +1.1% 83,400 $7.3M
M&T Bank Corp 0.02% Add +39.4% 82,684 $7.3M
Founders Financial Alliance, LLC 2.02% Reduce -2.2% 82,649 $7.3M
Thomasville National Bank 0.53% Reduce -4.2% 81,120 $7.1M
Aft, Forsyth & Sober, LLC 2.33% Add +0.3% 80,675 $7.1M
Falcon Wealth Planning 0.83% Reduce -0.9% 80,274 $7.0M
Granby Capital Management, LLC 3.63% No change 80,000 $7.0M
Financial Freedom, LLC 3.71% Reduce -3.0% 79,749 $7.0M
B. Riley Wealth Advisors, Inc. 0.19% Reduce -41.9% 77,379 $7.0M
Scarborough Advisors, LLC 1.12% Add +0.1% 79,013 $6.9M
Pinnacle Associates Ltd. 0.12% Add +9.3% 82,619 $6.9M
Mgo One Seven LLC 0.30% Reduce -15.9% 78,819 $6.9M
Glenmede Trust Co. NA 0.03% Reduce -12.2% 78,406 $6.9M
Skylands Capital, LLC 0.93% No change 78,300 $6.9M
Warwick Investment Management, Inc. 1.63% Add +0.8% 78,213 $6.9M
Ted Buchan & Co 3.21% Add +4.9% 77,029 $6.8M
Evolution Wealth Advisors, LLC 1.22% Add +2.8% 76,978 $6.8M
Hollow Brook Wealth Management LLC 2.00% Reduce -0.1% 76,948 $6.8M
Valmark Advisers, Inc. 0.10% Add +7.7% 76,004 $6.7M
Vontobel Holding Ltd. 0.02% Reduce -1.8% 75,704 $6.6M
Cadence Wealth Management LLC 5.39% Add +1.5% 75,554 $6.6M
Lido Advisors, LLC 0.05% Reduce -0.1% 75,471 $6.6M
Concourse Financial Group Securities, Inc. 0.39% Add +17.2% 75,237 $6.6M
Matrix Private Capital Group LLC 3.81% Add +0.8% 75,213 $6.6M
Gunma Bank,Ltd. 2.71% New 75,000 $6.6M
Proquility Private Wealth Partners, LLC 2.11% Add +15.2% 74,979 $6.6M
Mirador Capital Partners LP 1.18% Add +1.6% 74,956 $6.6M
CreativeOne Wealth, LLC 0.22% Add +67.8% 74,436 $6.5M
Journey Strategic Wealth LLC 0.24% Add +30.3% 74,156 $6.5M
Integrated Advisors Network LLC 0.31% Reduce -12.1% 74,015 $6.5M
Evergreen Capital Management LLC 0.22% Add +2.0% 73,803 $6.5M
IFP Advisors, Inc 0.23% Add +1.2% 73,445 $6.4M
Stillwater Capital Advisors, LLC 0.83% Reduce -0.7% 73,230 $6.4M
Stratos Wealth Partners, LTD. 0.09% Reduce -50.1% 72,968 $6.4M
Sigma Planning Corp 0.20% Reduce -30.7% 72,969 $6.4M
Winthrop Advisory Group LLC 0.79% Add +0.5% 72,934 $6.4M
Edmond DE Rothschild Holding S.A. 0.10% No change 72,405 $6.4M
Meitav Investment House Ltd. 0.11% Reduce -1.8% 71,753 $6.4M
Act Wealth Management, LLC 2.80% Add +1.7% 71,847 $6.3M
Long Run Wealth Advisors, LLC 1.47% Add +17.6% 71,191 $6.3M
Neuberger Berman Group LLC 0.00% Reduce -12.8% 71,171 $6.2M
Aptus Capital Advisors, LLC 0.09% Reduce -1.9% 71,018 $6.2M
Lake Hills Wealth Management, LLC 4.13% Add +7.9% 70,230 $6.2M
Summit Financial, LLC 0.24% Add +7.3% 70,113 $6.2M
Commerce Bank 0.04% Reduce -5.4% 69,895 $6.1M
Ashton Thomas Private Wealth, LLC 0.32% Reduce -13.6% 68,898 $6.0M
McKinley Carter Wealth Services, Inc. 0.36% Add +861.6% 68,637 $6.0M
Parsons Capital Management Inc. 0.38% Reduce -2.9% 68,373 $6.0M
Verition Fund Management LLC 0.05% Reduce -43.4% 68,053 $6.0M
Krilogy Financial LLC 0.41% Reduce -5.9% 67,555 $5.9M
Menlo Advisors LLC 3.05% No change 67,395 $5.9M
IMZ Advisory Inc 2.73% Reduce -19.2% 63,404 $5.9M
Petix & Botte Co 1.57% Add +0.7% 67,130 $5.9M
Riggs Asset Managment Co. Inc. 1.61% Reduce -32.0% 67,107 $5.9M
Snowden Capital Advisors LLC 0.18% Add +6.9% 66,909 $5.9M
National Bank of Canada 0.01% Reduce -36.5% 66,314 $5.8M
Financial Guidance Group, Inc. 3.39% Reduce -2.4% 66,189 $5.8M
Transcend Capital Advisors, LLC 0.39% Add +26.6% 65,801 $5.8M
NewEdge Wealth, LLC 0.10% Add +55.3% 65,719 $5.8M
Corecam Pte. Ltd. 3.76% Add +4.3% 65,500 $5.8M
Trilogy Capital Inc. 0.29% Add +9.4% 65,452 $5.7M
J.W. Cole Advisors, Inc. 0.24% Add +20.9% 64,818 $5.7M
Investors Research Corp 1.24% Reduce -1.9% 64,816 $5.7M
Donaldson Capital Management, LLC 0.22% Add +2.2% 64,508 $5.7M
WealthCare Investment Partners, LLC 2.48% Reduce -0.7% 60,555 $5.7M
Visionary Wealth Advisors 0.34% Add +1.3% 64,472 $5.7M
Almanack Investment Partners, LLC. 0.89% Reduce -1.2% 64,286 $5.6M
Wealthcare Advisory Partners LLC 0.16% Reduce -9.3% 64,269 $5.6M
Kestra Private Wealth Services, LLC 0.10% Reduce -38.0% 62,638 $5.5M
Cavalier Investments, LLC 1.68% Add +6.6% 62,506 $5.5M
Alliancebernstein L.P. 0.00% New 62,465 $5.5M
King Wealth Management Group 0.85% Reduce -3.3% 62,425 $5.5M
Ameraudi Asset Management, Inc. 2.50% Add +0.7% 62,421 $5.5M
High Note Wealth, LLC 1.56% Reduce -1.0% 62,326 $5.5M
WESPAC Advisors SoCal, LLC 1.26% Reduce -49.7% 62,281 $5.5M
Capital Advisors, Ltd. LLC 0.68% Reduce -11.6% 62,082 $5.5M
Magnus Financial Group LLC 0.56% Add +10.2% 62,037 $5.4M
Wealthspire Advisors, LLC 0.05% Reduce -1.3% 61,502 $5.4M
Howland Capital Management LLC 0.23% Add +194.2% 61,278 $5.4M
Jupiter Wealth Management LLC 2.75% Reduce -2.1% 61,224 $5.4M
Castellan Group 2.25% Add +99.9% 60,780 $5.3M
Adams Diversified Equity Fund, Inc. 0.19% New 59,300 $5.2M
Western Wealth Management, LLC 0.29% Reduce -15.2% 58,860 $5.2M
Ami Investment Management Inc. 1.75% Reduce -6.3% 58,762 $5.2M
Cypress Capital Group 0.58% Add +3.5% 58,346 $5.1M
Northeast Financial Consultants Inc 0.22% Reduce -17.6% 58,192 $5.1M
Roundview Capital LLC 0.37% Reduce -0.1% 58,127 $5.1M
Private Wealth Advisors, LLC 2.07% No change 56,516 $5.1M
Graypoint LLC 0.33% Reduce -0.7% 57,749 $5.1M
Crumly & Associates Inc. 1.40% Reduce -6.3% 57,598 $5.1M
Ancora Advisors LLC 0.11% Add +8.1% 57,377 $5.0M
Concurrent Investment Advisors, LLC 0.15% Reduce -62.3% 57,375 $5.0M
FMR LLC 0.00% Reduce -94.9% 57,365 $5.0M
Pekin Hardy Strauss, Inc. 0.64% Reduce -1.8% 57,265 $5.0M
Focus Financial Network, Inc. 0.20% Reduce -1.9% 57,004 $5.0M
Courier Capital LLC 0.34% Add +162.2% 56,874 $5.0M
Bokf, NA 0.09% Add +100.0% 53,904 $5.0M
DAVENPORT & Co LLC 0.03% Reduce -18.8% 56,626 $5.0M
BigSur Wealth Management LLC 1.37% Add +8.5% 56,535 $5.0M
HMS Capital Management, LLC 2.43% Add +0.3% 56,406 $5.0M
Wedbush Securities Inc. 0.18% Reduce -8.5% 56,179 $4.9M
Ally Financial Inc. 0.59% New 56,000 $4.9M
IHT Wealth Management, LLC 0.14% Reduce -15.8% 55,735 $4.9M
Capital Advisors Wealth Management, LLC 0.90% Reduce -20.5% 55,653 $4.9M
Belpointe Asset Management LLC 0.29% Add +33.9% 55,447 $4.9M
Creative Financial Designs Inc. 0.41% Add +5.6% 55,381 $4.9M
Leonard Rickey Investment Advisors P.L.L.C. 1.10% Add +0.5% 55,348 $4.9M
Associated Banc-Corp 0.14% Reduce -2.1% 55,147 $4.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Reduce -63.3% 54,993 $4.8M
Tamar Securities, LLC 0.67% Add +2.5% 54,500 $4.8M
Encompass More Asset Management 1.82% Add +778.1% 54,322 $4.8M
Ausdal Financial Partners, Inc. 0.50% Add +9.0% 54,311 $4.8M
Kingswood Wealth Advisors, LLC 0.34% Add +463.2% 54,045 $4.7M
Oppenheimer Asset Management Inc. 0.06% Reduce -1.5% 53,725 $4.7M
5th Street Advisors, LLC 2.27% Add +17.9% 53,088 $4.7M
Atom Investors LP 0.49% Add +10.3% 53,057 $4.7M
Great Valley Advisor Group, Inc. 0.11% Reduce -4.6% 52,735 $4.6M
AlphaMark Advisors, LLC 1.60% Reduce -6.5% 52,708 $4.6M
Van Strum & Towne Inc. 1.60% Add +0.8% 52,697 $4.6M
Round Rock Advisors LLC 1.07% New 52,349 $4.6M
Segment Wealth Management, LLC 0.32% Reduce -7.6% 52,260 $4.6M
MBB Public Markets I LLC 0.39% New 52,251 $4.6M
Matrix Trust Co 0.86% Reduce -9.8% 52,141 $4.6M
Prospera Financial Services Inc 0.12% Add +0.9% 52,081 $4.6M
Stevens Capital Management LP 0.65% Add +162.3% 51,968 $4.6M
Meridian Wealth Management, LLC 0.22% Reduce -0.7% 51,920 $4.6M
Canton Hathaway, LLC 1.12% Add +6.7% 51,293 $4.5M
TD Waterhouse Canada Inc. 0.04% Reduce -13.1% 49,936 $4.5M
NWF Advisory Services Inc. 0.65% Add +16.6% 50,824 $4.5M
Harbour Investments, Inc. 0.13% Reduce -12.9% 50,803 $4.5M
Eaton Financial Holdings Company, LLC 1.81% — 50,665 $4.4M
Ironwood Wealth Management, Inc. 2.18% Add +0.0% 47,704 $4.4M
Ensign Peak Advisors, Inc 0.01% Add +16.8% 50,484 $4.4M
One Wealth Map LLC 2.60% Add +11.9% 49,067 $4.4M
Founders Financial Securities LLC 0.41% Reduce -1.0% 50,156 $4.4M
Atlantic Private Wealth, LLC 3.33% Add +0.2% 50,097 $4.4M
Great Lakes Advisors, LLC 0.04% Reduce -3.8% 50,008 $4.4M
United Capital Financial Advisors, LLC 0.04% Reduce -7.2% 49,588 $4.4M
Horizon Investments, LLC 0.12% Reduce -90.3% 49,476 $4.3M
Bleakley Financial Group, LLC 0.13% Add +1.4% 49,433 $4.3M
Fairfield Financial Advisors, LTD 1.48% Reduce -0.1% 49,138 $4.3M
Herbst Group, LLC 2.67% Add +0.8% 49,133 $4.3M
Insigneo Advisory Services, LLC 0.43% Add +1.2% 48,511 $4.3M
Jones Financial Companies LLLP 0.00% Add +142.7% 48,610 $4.2M
Affinity Capital Advisors, LLC 0.82% Add +12.0% 48,027 $4.2M
Johnson Investment Counsel Inc. 0.04% Add +0.5% 47,947 $4.2M
Boston Research & Management Inc. 0.98% Add +3.3% 47,941 $4.2M
Theory Financial LLC 1.85% Add +14.2% 47,388 $4.2M
Jmac Enterprises LLC 0.67% Add +4.0% 47,672 $4.2M
Confluence Investment Management LLC 0.06% Add +6.6% 47,074 $4.1M
Axxcess Wealth Management, LLC 0.10% Reduce -56.9% 46,689 $4.1M
Thomist Capital Management, LP 1.03% Reduce -59.9% 46,700 $4.1M
Anderson Hoagland & Co. 0.41% Reduce -1.4% 43,481 $4.1M
Lombard Odier Asset Management (USA) Corp 1.75% No change 46,000 $4.0M
Allred Capital Management, LLC 1.58% Add +2.8% 45,896 $4.0M
BOS Asset Management, LLC 1.49% Add +5.4% 45,716 $4.0M
NorthCrest Asset Manangement, LLC 0.12% New 45,451 $4.0M
Banco Santander, S.A. 0.05% Reduce -28.0% 45,385 $4.0M
Vectors Research Management, LLC 1.20% Reduce -40.2% 45,286 $4.0M
IronBridge Private Wealth, LLC 1.48% Add +5.9% 45,224 $4.0M
FOCUS Wealth Advisors, LLC 1.97% Reduce -0.6% 45,048 $4.0M
Sigma Investment Counselors Inc. 0.23% Reduce -0.6% 44,895 $3.9M
Rothschild Capital Partners, LLC 1.10% No change 44,883 $3.9M
Orion Porfolio Solutions, LLC 0.04% Reduce -25.8% 44,775 $3.9M
Orion Portfolio Solutions, LLC 0.04% Reduce -25.8% 44,775 $3.9M
North Star Asset Management Inc. 0.18% Reduce -0.6% 44,663 $3.9M
Townsquare Capital LLC 0.05% Reduce -11.5% 44,631 $3.9M
UMB Bank, n.a. 0.06% Add +0.1% 44,476 $3.9M
Certified Advisory Corp 0.43% Add +1.3% 44,466 $3.9M
Hudson Bay Capital Management LP 0.03% Reduce -57.1% 44,100 $3.9M
Jump Financial, LLC 0.08% Add +178.4% 44,027 $3.9M
Stephens Inc. 0.05% Add +17.9% 43,976 $3.9M
Fiduciary Trust Co 0.05% Add +2.6% 43,929 $3.9M
MMBG Investment Advisors Co. 0.40% Add +4.0% 43,885 $3.9M
Camelot Technology Advisors, Inc. 3.39% Reduce -14.9% 43,686 $3.8M
Apollon Wealth Management, LLC 0.11% Reduce -5.4% 42,524 $3.7M
Regal Investment Advisors LLC 0.26% Reduce -12.3% 42,380 $3.7M
Sequoia Financial Advisors, LLC 0.04% Add +4.0% 42,242 $3.7M
Pettyjohn, Wood & White, Inc. 0.68% Reduce -0.5% 42,099 $3.7M
CTC LLC 0.17% Add +509.2% 41,864 $3.7M
Koshinski Asset Management, Inc. 0.32% Reduce -1.3% 41,508 $3.6M
Tritonpoint Wealth, LLC 0.33% Reduce -8.3% 41,711 $3.6M
Dynamic Advisor Solutions LLC 0.11% Reduce -5.2% 41,279 $3.6M
Pettinga Financial Advisors LLC 0.85% Add +1.6% 40,966 $3.6M
Bray Capital Advisors 0.88% No change 40,823 $3.6M
Investment Advisory Services Inc. /TX 1.26% Reduce -5.4% 40,764 $3.6M
Kentucky Farm Bureau Mutual Insurance Co 0.76% No change 40,000 $3.5M
Vivid Wealth Management, LLC 1.82% Add +7.8% 39,731 $3.5M
M3 Advisory Group, LLC 2.54% Add +4.3% 39,395 $3.5M
TAP Consulting, LLC 0.68% Reduce -1.8% 39,375 $3.5M
Continental Advisors LLC 2.53% No change 39,000 $3.4M
Vaughan David Investments LLC 0.08% Reduce -4.3% 38,978 $3.4M
Ayalon Insurance Comp Ltd. 1.06% Reduce -0.2% 38,819 $3.4M
Provident Co of the Employees of the Hebrew University LTD 3.83% Add +3.5% 38,765 $3.4M
Regions Financial Corp. 0.02% Reduce -3.0% 38,447 $3.4M
Choreo, LLC 0.05% Add +7.5% 37,381 $3.4M
First National Trust Co 0.13% No change 38,118 $3.3M
Winthrop Capital Management, LLC 1.59% Reduce -3.3% 38,041 $3.3M
Allworth Financial LP 0.02% Reduce -4.0% 37,964 $3.3M
Premier Path Wealth Partners, LLC 0.53% Add +6.1% 37,937 $3.3M
Beck Capital Management, LLC 0.89% Reduce -5.9% 37,869 $3.3M
Kingsview Wealth Management, LLC 0.07% Add +32.8% 37,811 $3.3M
Global Retirement Partners, LLC 0.10% Reduce -43.6% 37,776 $3.3M
CWA Asset Management Group, LLC 0.18% — 37,759 $3.3M
Asset Management Group, Inc. 0.47% Add +1.0% 37,717 $3.3M
Joseph P. Lucia & Associates, LLC 1.51% Add +7.7% 37,464 $3.3M
CENTRAL TRUST Co 0.08% Reduce -1.7% 37,392 $3.3M
McGuire Investment Group, LLC 0.46% Add +0.1% 37,279 $3.3M
Old Mission Capital LLC 0.07% Add +530.3% 37,244 $3.3M
Virtu Financial LLC 0.18% Reduce -60.2% 37,085 $3.3M
First Merchants Corp. 0.12% Reduce -0.7% 37,056 $3.3M
Orange Investment Advisors, Inc. 0.36% Reduce -6.1% 36,952 $3.2M
Financial Sense Advisors, Inc. 0.89% Add +0.7% 36,934 $3.2M
Dumont & Blake Investment Advisors LLC 0.86% Reduce -49.9% 36,866 $3.2M
OneDigital Investment Advisors LLC 0.04% Add +1.3% 36,820 $3.2M
One River Asset Management, LLC 3.63% New 36,950 $3.2M
First Financial Bank - Trust Division 0.29% Reduce -1.9% 36,673 $3.2M
Sweet Financial Partners, LLC 0.70% Reduce -1.2% 36,579 $3.2M
Jennison Associates LLC 0.00% Reduce -1.2% 36,379 $3.2M
Herold Advisors, Inc. 0.69% Reduce -0.3% 36,258 $3.2M
Hilltop Holdings Inc. 0.21% Add +116.3% 36,067 $3.2M
United Bank 1.46% Reduce -0.0% 36,040 $3.2M
Robertson Stephens Wealth Management, LLC 0.12% Reduce -0.4% 35,913 $3.2M
Jane Street Group, LLC 0.01% Add +10.4% 35,891 $3.2M
Asset Allocation Strategies LLC 0.90% Reduce -41.0% 35,842 $3.1M
Cape Cod Five Cents Savings Bank 0.28% Add +5.1% 35,265 $3.1M
Rezny Wealth Management, Inc. 0.78% Reduce -64.8% 35,208 $3.1M
Lowe Brockenbrough & Co. Inc. 0.20% Reduce -2.3% 35,088 $3.1M
Ameliora Wealth Management Ltd. 1.27% Add +0.9% 34,607 $3.0M
Embree Financial Group 0.54% Add +4.4% 34,602 $3.0M
Rockland Trust Co. 0.15% Reduce -2.9% 34,437 $3.0M
Financial Futures Ltd Liability Co. 1.73% Add +48.7% 34,427 $3.0M
Kovack Advisors, Inc. 0.32% Reduce -13.9% 34,304 $3.0M
M Holdings Securities, Inc. 0.76% Reduce -19.1% 34,284 $3.0M
Dai-ichi Life Holdings, Inc. 3.52% Reduce -12.7% 34,300 $3.0M
Old Second National Bank of Aurora 0.72% Reduce -0.4% 34,163 $3.0M
Bay Rivers Group 1.47% Reduce -0.5% 33,693 $3.0M
WASHINGTON TRUST Co 0.10% Reduce -2.4% 33,677 $3.0M
Private Portfolio Partners LLC 0.55% Add +2.8% 33,667 $3.0M
Valicenti Advisory Services Inc. 0.76% Add +1.3% 33,550 $2.9M
Tradewinds, LLC. 0.91% Add +2.5% 33,514 $2.9M
Prime Capital Investment Advisors, LLC 0.04% Reduce -0.0% 33,327 $2.9M
Beaumont Asset Management, L.L.C. 1.69% Add +1.0% 33,127 $2.9M
Massachusetts Wealth Management 1.82% Add +3.3% 32,966 $2.9M
Beacon Financial Group 0.31% Reduce -0.9% 32,825 $2.9M
First Horizon Advisors, Inc. 0.08% Reduce -2.7% 32,794 $2.9M
Deutsche Bank AG 0.00% Reduce -1.2% 32,637 $2.9M
IMC-Chicago, LLC 0.08% New 32,636 $2.9M
Simmons Bank 0.21% Reduce -0.7% 32,631 $2.9M
Cabana LLC 15.91% Reduce -13.2% 32,548 $2.9M
Principal Securities, Inc. 0.07% Reduce -56.8% 32,417 $2.8M
Salomon & Ludwin, LLC 0.29% Reduce -8.3% 32,236 $2.8M
Pine Valley Investments Ltd Liability Co 0.19% Reduce -5.5% 32,064 $2.8M
Avondale Wealth Management 1.83% Reduce -16.5% 32,044 $2.8M
Ellis Investment Partners, LLC 0.55% Add +17.5% 31,861 $2.8M
TBH Global Asset Management, LLC 0.61% Reduce -8.1% 31,706 $2.8M
Stockman Wealth Management, Inc. 0.43% Add +8.4% 31,568 $2.8M
Keystone Financial Group 0.35% New 31,373 $2.8M
Venture Visionary Partners LLC 0.12% Reduce -50.4% 31,357 $2.8M
Community Bank, N.A. 0.35% Add +1.7% 31,304 $2.7M
Wesbanco Bank Inc. 0.09% Add +40.1% 31,296 $2.7M
Farmers & Merchants Trust Co of Chambersburg PA 1.06% Reduce -12.1% 31,239 $2.7M
JBR Co Financial Management Inc 1.78% Add +1.2% 30,954 $2.7M
Ellerson Group Inc. 2.12% Reduce -6.4% 30,708 $2.7M
Zullo Investment Group, Inc. 1.12% Reduce -0.8% 30,630 $2.7M
Saxon Interests, Inc. 1.22% Add +4.0% 30,454 $2.7M
GPS Wealth Strategies Group, LLC 0.36% Add +23.3% 30,375 $2.7M
Cedar Wealth Management, LLC 0.82% Add +7.3% 30,245 $2.7M
Foundations Investment Advisors, LLC 0.06% Reduce -7.0% 30,143 $2.6M
LifePlan Financial, LLC 2.26% Reduce -3.1% 29,974 $2.6M
Spirepoint Private Client, LLC 0.35% Add +1.4% 29,962 $2.6M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.87% Reduce -0.7% 29,870 $2.6M
Nations Financial Group Inc, /Ia/ 0.19% Add +14.5% 29,860 $2.6M
Symmetry Investments LP 0.56% Add +22.6% 29,800 $2.6M
Trust Co. of Oklahoma 0.85% Add +5.6% 29,792 $2.6M
Knollwood Investment Advisory, LLC 0.28% No change 29,720 $2.6M
Midwest Financial Group LLC 1.52% Add +6.1% 29,391 $2.6M
Sutton Place Investors LLC 1.56% Add +0.3% 29,122 $2.6M
Institute for Wealth Management, LLC. 0.32% Add +1.1% 29,018 $2.5M
Code Waechter LLC 2.42% — 28,923 $2.5M
NorthCoast Asset Management LLC 0.02% New 31,221 $2.5M
IFG Advisory, LLC 0.16% Reduce -8.1% 28,829 $2.5M
Ieq Capital, LLC 0.03% Reduce -2.0% 28,649 $2.5M
Willis Johnson & Associates, Inc. 0.19% Reduce -0.5% 28,577 $2.5M
Astor Investment Management LLC 1.20% Reduce -0.5% 28,568 $2.5M
Pinnacle Financial Partners Inc 0.05% Reduce -10.1% 28,520 $2.5M
Waldron Private Wealth LLC 0.10% No change 28,211 $2.5M
Valeo Financial Advisors, LLC 0.07% Reduce -0.1% 28,180 $2.5M
SWS Partners 0.79% Reduce -1.2% 28,069 $2.5M
CWC Advisors, LLC. 2.43% — 27,993 $2.5M
Perigon Wealth Management, LLC 0.07% Add +7.8% 27,964 $2.5M
X-Square Capital, LLC 0.82% Add +2.1% 27,691 $2.4M
AQR Capital Management 0.00% Add +5.6% 27,554 $2.4M
Client First Capital LLC 1.32% Add +19.1% 27,281 $2.4M
First Business Financial Services, Inc. 0.24% No change 27,252 $2.4M
Jaffetilchin Investment Partners, LLC 0.18% Add +0.6% 27,215 $2.4M
Csenge Advisory Group 0.12% Reduce -34.0% 25,730 $2.4M
Pinkerton Wealth, LLC 0.35% Add +4.9% 27,163 $2.4M
Brookstone Capital Management 0.04% Reduce -8.4% 27,136 $2.4M
WT Wealth Management 0.76% New 26,355 $2.4M
Castle Rock Wealth Management, LLC 0.57% Add +6.0% 25,350 $2.4M
Bienville Capital Management, LLC 0.61% Add +6.5% 26,982 $2.4M
RFG Advisory, LLC 0.07% Add +9.2% 26,845 $2.4M
Global Strategic Investment Solutions, LLC 0.28% Add +0.1% 26,805 $2.4M
Family Asset Management, LLC 1.42% Reduce -5.3% 26,804 $2.4M
Activest Wealth Management 0.72% Reduce -3.0% 26,698 $2.3M
CIBC Private Wealth Group LLC 0.00% Reduce -5.6% 26,694 $2.3M
PFG Investments, LLC 0.15% Add +4.9% 26,677 $2.3M
Pallas Capital Advisors LLC 0.10% Reduce -2.5% 26,024 $2.3M
SPC Financial, Inc. 0.20% Add +2.5% 26,460 $2.3M
PCG Wealth Advisors, LLC 0.90% Reduce -0.1% 26,455 $2.3M
German American Bancorp, Inc. 0.24% Add +7.0% 26,320 $2.3M
Wolverine Trading, LLC 0.06% Reduce -55.3% 26,487 $2.3M
Hardin Capital Partners, LLC 1.31% Reduce -6.8% 25,343 $2.3M
Consolidated Portfolio Review Corp 0.51% Add +5.6% 26,179 $2.3M
Titleist Asset Management, LLC 0.33% Add +1.3% 26,075 $2.3M
Portman Square Capital LLP 1.80% Reduce -43.3% 26,000 $2.3M
Ascent Wealth Partners, LLC 0.32% Reduce -0.9% 25,948 $2.3M
Mesirow Financial Investment Management, Inc. 0.04% Add +2.4% 25,576 $2.2M
Intellectus Partners, LLC 0.58% Reduce -1.7% 25,540 $2.2M
Innealta Capital, LLC 0.91% Reduce -28.5% 25,532 $2.2M
Money Concepts Capital Corp. 0.17% Add +4.7% 25,128 $2.2M
Birch Hill Investment Advisors LLC 0.10% Reduce -0.2% 24,960 $2.2M
J. Goldman & Co LP 0.09% Add +91.0% 24,747 $2.2M
Colton Groome Financial Advisors, LLC 0.81% Add +2.2% 24,520 $2.2M
Burns J W & Co. Inc. 0.28% Add +0.0% 24,464 $2.1M
Financial Counselors Inc. 0.03% Add +0.9% 24,302 $2.1M
Centiva Capital, LP 0.10% Reduce -41.4% 24,292 $2.1M
Family Firm, Inc. 0.47% Add +2.8% 73,641 $2.1M
EPG Wealth Management LLC 0.54% Add +0.0% 24,184 $2.1M
Venturi Wealth Management, LLC 0.11% Reduce -13.9% 24,101 $2.1M
Mizuho Markets Americas LLC 0.05% Add +141.0% 24,097 $2.1M
Claro Advisors Inc. 0.27% Add +4.7% 24,032 $2.1M
Tyler-Stone Wealth Management 0.40% Add +102.0% 23,972 $2.1M
Grove Bank & Trust 0.31% Add +3.1% 23,897 $2.1M
Level Four Advisory Services, LLC 0.09% Add +12.0% 23,617 $2.1M
GeoWealth Management, LLC 0.07% Add +3.1% 23,817 $2.1M
Tower Research Capital LLC (TRC) 0.06% Add +148400.0% 23,760 $2.1M
Transamerica Financial Advisors, LLC 0.20% Reduce -15.2% 23,714 $2.1M
PFG Advisors 0.13% Reduce -36.5% 23,721 $2.1M
Cary Street Partners Investment Advisory LLC 0.08% Reduce -10.3% 23,675 $2.1M
Farmers Trust Co. 0.38% Add +11.9% 23,267 $2.0M
Forbes Financial Planning, Inc. 1.47% Reduce -0.9% 23,245 $2.0M
Camarda Financial Advisors, LLC 0.76% Add +6.2% 22,974 $2.0M
Purus Wealth Management, LLC 0.85% Add +8.4% 22,899 $2.0M
Lowe Wealth Advisors, LLC 0.87% Reduce -2.2% 22,876 $2.0M
First Nebraska Trust Co 0.19% Add +0.6% 22,820 $2.0M
Bright Futures Wealth Management, LLC. 0.97% Add +31.6% 22,695 $2.0M
United Asset Strategies, Inc. 0.19% Reduce -7.3% 22,718 $2.0M
Boltwood Capital Management 0.59% Reduce -1.9% 22,668 $2.0M
CTC Alternative Strategies, Ltd. 2.48% New 22,600 $2.0M
Patten & Patten Inc. 0.13% Add +1.9% 22,464 $2.0M
Citizens Financial Group Inc. 0.04% Add +16.7% 22,442 $2.0M
Freedom Investment Management, Inc. 0.16% Reduce -9.6% 22,420 $2.0M
Phoenix Financial Ltd. 0.03% Reduce -53.9% 22,373 $2.0M
Genesee Capital Advisors, LLC 0.94% Add +3.0% 22,303 $2.0M
Point72 Europe (London) LLP 0.17% New 22,300 $2.0M
Raymond James Trust N.A. 0.04% Reduce -6.3% 22,230 $2.0M
TCV Trust & Wealth Management, Inc. 0.17% Add +2.8% 21,899 $1.9M
Moulton Wealth Management, Inc. 1.60% Reduce -50.1% 20,565 $1.9M
Prosperity Consulting Group, LLC 0.15% New 21,715 $1.9M
Fidelis Capital Partners, LLC 0.23% Add +0.0% 21,045 $1.9M
Retirement Planning Group, LLC 0.10% Reduce -8.3% 21,380 $1.9M
Capital Advisory Group Advisory Services, LLC 0.75% Add +12.4% 21,360 $1.9M
Fort Point Capital Partners LLC 0.23% Add +0.3% 21,345 $1.9M
Mission Wealth Management, LP 0.05% Reduce -3.5% 21,298 $1.9M
Independence Bank of Kentucky 0.40% Reduce -4.8% 21,250 $1.9M
Terra Nova Asset Management LLC 1.37% Reduce -1.4% 21,088 $1.9M
Bank of Nova Scotia 0.00% Reduce -98.0% 21,070 $1.8M
Legacy PCG, LLC 1.32% Reduce -11.0% 21,047 $1.8M
Colonial River Investments, LLC 0.91% Reduce -11.9% 21,003 $1.8M
Fernwood Investment Management, LLC 0.60% Add +1.1% 20,992 $1.8M
Joel Isaacson & Co., LLC 0.09% Add +8.4% 20,861 $1.8M
Bank of New Hampshire 0.46% Add +0.2% 20,788 $1.8M
EverSource Wealth Advisors, LLC 0.12% Add +60.4% 20,758 $1.8M
Panoramic Investment Advisors, LLC 1.26% — 20,723 $1.8M
Goodman Advisory Group, LLC 0.51% Add +286.4% 20,543 $1.8M
Granite Harbor Advisors, Inc. 1.06% Add +0.7% 20,356 $1.8M
Thoroughbred Financial Services, LLC 0.11% Reduce -10.1% 20,210 $1.8M
Wealth Advisors of Iowa, LLC 0.90% Reduce -92.4% 20,131 $1.8M
Shay Capital LLC 0.52% Reduce -53.5% 20,000 $1.8M
Monetary Management Group Inc. 0.45% Add +2.4% 19,980 $1.8M
Chevy Chase Trust Holdings, LLC 0.01% Add +10.9% 19,962 $1.8M
CMG Global Holdings, LLC 0.98% New 19,868 $1.7M
E&G Advisors, LLC 0.48% Reduce -0.3% 19,829 $1.7M
Sandy Spring Bank 0.07% Add +1.3% 19,794 $1.7M
Trust Co 0.21% Reduce -19.1% 19,769 $1.7M
SouthState Bank Corp 0.12% Reduce -1.8% 19,702 $1.7M
Advisor Resource Council 0.78% Reduce -6.9% 19,665 $1.7M
Moneco Advisors, LLC 0.21% Add +18.7% 19,552 $1.7M
Martin & Co. Inc. 0.40% Add +0.7% 19,532 $1.7M
Disciplined Investments, LLC 0.84% Add +255.7% 19,490 $1.7M
Guardian Asset Advisors, LLC 1.16% Add +8.7% 19,436 $1.7M
Evercore Wealth Management, LLC 0.03% Reduce -1.1% 19,434 $1.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -5.9% 19,417 $1.7M
Everstar Asset Management, LLC 1.17% — 19,408 $1.7M
Hollencrest Capital Management 0.07% Reduce -0.3% 19,407 $1.7M
Bluespring Wealth Management, LLC 0.17% Reduce -4.1% 19,379 $1.7M
Merkkuri Wealth Advisors LLC 1.34% Add +12.8% 19,339 $1.7M
Spectrum Asset Management, Inc. (NB/CA) 0.72% Add +2.3% 19,249 $1.7M
Private Capital Management, LLC 0.18% Add +0.1% 19,234 $1.7M
Cornerstone Wealth Management, LLC 0.12% Reduce -25.9% 19,172 $1.7M
Avidian Wealth Enterprises, LLC 0.08% Add +13.1% 19,111 $1.7M
180 Wealth Advisors, LLC 0.26% Add +8.9% 19,091 $1.7M
Quantinno Capital Management LP 0.02% Add +14.2% 19,050 $1.7M
Wall Street Financial Group, Inc. 1.75% Add +48.0% 18,890 $1.7M
Advisors Management Group Inc. 0.39% Add +0.3% 18,836 $1.7M
Credit Agricole S A 0.01% Reduce -96.5% 18,748 $1.6M
Greenline Partners, LLC 0.23% No change 18,692 $1.6M
HBW Advisory Services LLC 0.24% Reduce -1.1% 18,662 $1.6M
Miller Howard Investments Inc. 0.05% New 18,643 $1.6M
Arete Wealth Advisors, LLC 0.14% Reduce -16.4% 18,704 $1.6M
Source Financial Advisors LLC 0.48% Reduce -0.9% 18,586 $1.6M
Randall & Associates Wealth Management 1.33% New 18,562 $1.6M
Sabal Trust CO 0.09% Add +0.9% 18,550 $1.6M
Farther Finance Advisors, LLC 0.06% Add +108.3% 18,503 $1.6M
Main Management LLC 0.13% Reduce -39.2% 18,367 $1.6M
Clarus Wealth Advisors 0.82% Add +3.7% 17,249 $1.6M
Tiaa Trust, National Association 0.00% Add +2.9% 18,351 $1.6M
Wealth Advisory Solutions, LLC 0.44% Reduce -1.6% 18,262 $1.6M
Cannell & Spears LLC 0.03% Add +1.3% 18,234 $1.6M
Bison Wealth, LLC 0.26% Reduce -16.6% 18,229 $1.6M
Sowa Financial Group, Inc. 1.01% Reduce -7.1% 18,122 $1.6M
Harbor Investment Advisory, LLC 0.16% Reduce -5.7% 18,094 $1.6M
Spectrum Strategic Capital Management, LLC 1.08% Add +3.7% 18,090 $1.6M
DRW Securities, LLC 0.09% New 18,079 $1.6M
JFS Wealth Advisors, LLC 0.11% Add +5.7% 18,010 $1.6M
AMG National Trust Bank 0.04% Reduce -35.9% 17,966 $1.6M
Guggenheim Capital LLC 0.01% Reduce -46.0% 17,941 $1.6M
Westover Capital Advisors, LLC 0.30% Add +187.7% 17,840 $1.6M
Smith, Moore & Co. 0.15% Add +2.1% 17,819 $1.6M
Strategy Asset Managers LLC 0.30% Add +41.2% 17,784 $1.6M
RPg Family Wealth Advisory, LLC 0.50% Add +5.4% 17,748 $1.6M
Centaurus Financial, Inc. 0.10% Reduce -70.9% 17,701 $1.6M
Peak Financial Advisors LLC 0.80% Add +3.8% 17,666 $1.6M
Joule Financial, LLC 0.56% Add +30.4% 17,577 $1.5M
Dorsey & Whitney Trust CO LLC 0.08% Add +6.1% 17,562 $1.5M
Sterling Investment Counsel, LLC 0.55% Add +15.1% 17,434 $1.5M
Marion Wealth Management 0.41% Add +6.7% 17,395 $1.5M
Sharper & Granite LLC 0.67% Add +8.2% 17,211 $1.5M
Butensky & Cohen Financial Security, Inc. 0.45% Reduce -0.5% 17,187 $1.5M
Triumph Capital Management 0.54% Add +369.3% 17,178 $1.5M
Dana Investment Advisors, Inc. 0.05% Add +3.6% 17,074 $1.5M
Essex LLC 0.31% Add +8.1% 17,049 $1.5M
Vident Advisory, LLC 0.04% Add +32.3% 16,999 $1.5M
Okabena Investment Services Inc. 0.42% No change 16,997 $1.5M
Sax Wealth Advisors, LLC 0.13% Add +8.0% 16,978 $1.5M
Cooksen Wealth, LLC 1.39% Reduce -0.4% 16,969 $1.5M
Atlas Capital Advisors Inc. 0.23% Reduce -20.6% 16,965 $1.5M
Capital Wealth Alliance, LLC 0.86% Reduce -13.7% 16,816 $1.5M
Silverleafe Capital Partners, LLC 0.52% Reduce -45.7% 16,731 $1.5M
Peddock Capital Advisors, LLC 0.35% Add +20.2% 16,671 $1.5M
Freestone Capital Holdings, LLC 0.05% Add +0.4% 16,644 $1.5M
Pictet North America Advisors SA 0.14% No change 16,507 $1.4M
First American Bank 0.10% No change 16,437 $1.4M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -46.5% 16,383 $1.4M
FFG Partners, LLC 0.55% Add +0.4% 16,375 $1.4M
Watts Gwilliam & Co., LLC 0.31% — 15,764 $1.4M
Apexium Financial, LP 0.09% Add +1.5% 16,327 $1.4M
Nwam LLC 0.09% New 16,307 $1.4M
Nelson Capital Management, LLC 0.24% Add +8.4% 16,262 $1.4M
Jackson Hole Capital Partners, LLC 0.30% Reduce -5.5% 16,260 $1.4M
Foguth Wealth Management, LLC. 0.51% Add +4.2% 15,519 $1.4M
Savvy Advisors, Inc. 0.29% Add +142.5% 16,091 $1.4M
SpiderRock Advisors, LLC 0.03% Reduce -14.0% 16,078 $1.4M
Tidal Investments LLC 0.02% Reduce -43.7% 16,049 $1.4M
CX Institutional 0.06% Add +194.4% 16,029 $1.4M
Narwhal Capital Management 0.13% Reduce -15.1% 15,974 $1.4M
Jacobi Capital Management LLC 0.11% Add +13.5% 15,944 $1.4M
Glass Jacobson Investment Advisors llc 0.46% Reduce -2.3% 15,922 $1.4M
Natixis Advisors, LLC 0.00% Reduce -4.2% 15,801 $1.4M
Maltin Wealth Management, Inc. 0.67% Add +1.3% 15,760 $1.4M
Fifth Third Wealth Advisors LLC 0.08% Add +79.8% 15,604 $1.4M
Elevation Point Wealth Partners, LLC 0.13% Reduce -14.7% 15,533 $1.4M
Chicago Partners Investment Group LLC 0.05% Reduce -0.6% 15,114 $1.4M
SteelPeak Wealth, LLC 0.06% Add +1.1% 15,459 $1.4M
Country Club Bank 0.09% Add +1.0% 15,535 $1.4M
Signal Advisors Wealth, LLC 0.19% New 15,404 $1.4M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -0.3% 14,507 $1.3M
Archford Capital Strategies, LLC 0.20% No change 14,544 $1.3M
Baldwin Wealth Partners LLC 0.09% Reduce -7.3% 15,361 $1.3M
Mma Asset Management LLC 0.36% Add +234.8% 15,003 $1.3M
Balentine LLC 0.05% No change 15,240 $1.3M
Washburn Capital Management, Inc. 0.96% Reduce -5.5% 15,190 $1.3M
Evernest Financial Advisors, LLC 0.36% Reduce -17.4% 15,168 $1.3M
WJ Wealth Management, LLC 0.47% Reduce -2.3% 15,113 $1.3M
Peoples Bank 0.89% Reduce -1.3% 15,066 $1.3M
Interactive Financial Advisors, Inc. 0.68% Reduce -2.7% 15,054 $1.3M
One Plus One Wealth Management, LLC 0.78% Reduce -0.9% 14,986 $1.3M
Morton Community Bank 0.34% Reduce -9.8% 14,948 $1.3M
FineMark National Bank & Trust 0.05% Reduce -11.7% 14,919 $1.3M
Gsa Capital Partners LLP 0.10% New 14,914 $1.3M
Signature Wealth Management Partners, LLC 0.95% Reduce -3.8% 14,897 $1.3M
Becker Capital Management Inc. 0.04% Add +0.0% 14,864 $1.3M
Good Life Advisors, LLC 0.08% Add +7.0% 14,770 $1.3M
Fca Corp. 0.40% Add +4.0% 14,741 $1.3M
Laurel Wealth Advisors LLC 0.21% Add +2.9% 14,722 $1.3M
RPS Advisory Solutions LLC 0.92% Add +27.1% 14,699 $1.3M
Collaborative Wealth Managment Inc. 0.58% Reduce -1.6% 14,690 $1.3M
Personal Cfo Solutions, LLC 0.18% Reduce -35.1% 14,689 $1.3M
Per Stirling Capital Management, LLC. 0.18% Reduce -6.3% 14,647 $1.3M
Susquehanna International Securities, Ltd. 0.42% No change 14,500 $1.3M
Mechanics Bank Trust Department 0.17% Add +7.4% 14,468 $1.3M
Modern Wealth Management, LLC 0.08% Reduce -0.8% 14,376 $1.3M
Diversified, LLC 0.14% Add +2.3% 14,372 $1.3M
Diversified Enterprises, LLC 0.14% — 14,372 $1.3M
Forza Wealth Management, LLC 0.58% No change 14,350 $1.3M
Maiden Cove Capital, LLC 1.96% Add +44.0% 14,332 $1.3M
Cladis Investment Advisory, LLC 0.87% Add +4.8% 14,270 $1.3M
Verus Capital Partners, LLC 0.12% Reduce -0.8% 14,240 $1.3M
Huntington National Bank 0.01% Reduce -3.1% 14,112 $1.2M
Peak Planning Group, LLC 0.54% Add +15.6% 14,074 $1.2M
Rockport Wealth LLC 0.33% Reduce -25.6% 14,039 $1.2M
Perennial Investment Advisors, LLC 0.16% Reduce -66.5% 14,029 $1.2M
Royal Fund Management, LLC 0.09% Reduce -89.5% 14,006 $1.2M
StoneX Group Inc. 0.09% Add +5.7% 13,989 $1.2M
Secure Asset Management, LLC 0.21% Reduce -13.3% 13,847 $1.2M
Callan Capital, LLC 0.08% Reduce -4.0% 13,841 $1.2M
Cardiff Park Advisors, LLC 0.11% Add +0.1% 13,796 $1.2M
Covey Capital Advisors, LLC 1.34% Reduce -5.3% 13,787 $1.2M
Burke & Herbert Bank & Trust Co. 0.28% Reduce -16.1% 13,745 $1.2M
Private Trust Co. NA 0.12% Reduce -6.7% 13,574 $1.2M
Lake Street Advisors Group, LLC 0.06% Reduce -9.7% 13,561 $1.2M
Cadinha & Co. LLC 0.20% Reduce -4.5% 13,555 $1.2M
Lynx Investment Advisory 0.85% Add +2.0% 13,502 $1.2M
Intrepid Financial Planning Group LLC 0.51% Reduce -69.6% 13,540 $1.2M
Blue Door Asset Management, LLC 0.82% Reduce -62.8% 13,500 $1.2M
Global Wealth Strategies & Associates 0.39% Reduce -68.8% 13,499 $1.2M
Whittier Trust Co. 0.02% Add +32.8% 13,478 $1.2M
Providence First Trust Co 0.50% Add +0.1% 13,446 $1.2M
Capital Investment Counsel, Inc 0.17% No change 13,430 $1.2M
River Wealth Advisors LLC 0.16% Add +0.0% 13,367 $1.2M
LaSalle St. Investment Advisors, LLC 0.46% New 13,343 $1.2M
Solstein Capital, LLC 0.62% No change 13,323 $1.2M
Montag A & Associates Inc. 0.06% No change 13,296 $1.2M
Ascentis Independent Advisors 0.18% Reduce -6.9% 13,274 $1.2M
Journey Advisory Group, LLC 0.14% No change 12,760 $1.2M
Palisade Asset Management, LLC 0.11% Add +0.0% 13,234 $1.2M
Capital Market Strategies LLC 0.70% Add +24.5% 13,224 $1.2M
Acropolis Investment Management, LLC 0.07% Reduce -1.9% 13,217 $1.2M
Flagstar Securities, Inc. 0.29% Add +0.7% 13,212 $1.2M
Avior Wealth Management, LLC 0.05% Reduce -22.0% 13,257 $1.2M
Interchange Capital Partners, LLC 0.41% Reduce -1.2% 13,144 $1.2M
Schechter Investment Advisors, LLC 0.09% Reduce -0.8% 13,147 $1.2M
BOK Financial Private Wealth, Inc. 0.08% No change 13,118 $1.2M
Westside Investment Management, Inc. 0.24% Add +27.5% 13,076 $1.2M
Moors & Cabot, Inc. 0.06% Reduce -4.8% 13,046 $1.1M
Eagle Capital Management, LLC 0.48% Add +1.6% 13,046 $1.1M
Wakefield Asset Management LLLP 0.37% Add +0.5% 13,017 $1.1M
NBT Bank, N.A. 0.08% Reduce -5.5% 12,995 $1.1M
Bfsg, LLC 0.13% Reduce -9.3% 12,932 $1.1M
Narus Financial Partners, LLC 0.41% Reduce -0.2% 12,915 $1.1M
L. Roy Papp & Associates, LLP 0.14% Reduce -0.8% 12,897 $1.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -88.9% 12,965 $1.1M
Private Wealth Group, LLC 0.56% Reduce -2.7% 12,863 $1.1M
BLB&B Advisors, LLC 0.06% Reduce -2.3% 12,830 $1.1M
Stamos Capital Partners, L.P. 0.26% Reduce -8.2% 12,820 $1.1M
Chesapeake Wealth Management 0.38% Reduce -5.1% 12,787 $1.1M
AAFMAA Wealth Management & Trust LLC 0.49% Add +160.9% 12,763 $1.1M
TD Private Client Wealth LLC 0.03% Reduce -12.4% 12,736 $1.1M
Laidlaw Wealth Management LLC 0.55% Reduce -1.0% 12,616 $1.1M
HB Wealth Management, LLC 0.01% Reduce -1.5% 12,601 $1.1M
Capital Investment Advisory Services, LLC 0.10% Reduce -5.0% 12,516 $1.1M
Opinicus Capital, Inc. 0.88% Add +7.1% 12,483 $1.1M
Rothschild Investment LLC 0.07% Reduce -20.9% 12,418 $1.1M
Essex Financial Services, Inc. 0.08% Reduce -22.2% 12,059 $1.1M
Castleview Partners, LLC 0.63% Reduce -28.1% 12,378 $1.1M
Kapstone Financial Advisors LLC 0.66% Reduce -9.9% 12,448 $1.1M
Salem Investment Counselors Inc. 0.03% Reduce -4.8% 12,358 $1.1M
Darden Wealth Group Inc 0.78% Reduce -0.3% 12,327 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Add +1.8% 11,620 $1.1M
Wilson & Boucher Capital Management, LLC 0.74% Reduce -1.6% 12,269 $1.1M
Disciplina Capital Management LLC 0.17% Add +4390.8% 12,260 $1.1M
Welch Group, LLC 0.05% Add +10.1% 12,256 $1.1M
Somerset Group LLC 0.98% No change 12,102 $1.1M
Retirement Income Solutions, Inc. 0.24% Reduce -5.3% 12,031 $1.1M
CRA Financial Services, LLC 0.19% Add +6.3% 12,007 $1.1M
Alpha Cubed Investments, LLC 0.05% Reduce -34.1% 11,964 $1.1M
Clearstead Advisors, LLC 0.02% Reduce -10.0% 11,891 $1.0M
Menard Financial Group LLC 0.69% Add +0.2% 11,878 $1.0M
Lazari Capital Management, Inc. 0.44% Add +13.6% 11,775 $1.0M
Waverly Advisors, LLC 0.02% Add +37.3% 11,772 $1.0M
Audent Global Asset Management, LLC 1.76% Reduce -34.8% 11,731 $1.0M
Florida Financial Advisors, LLC 0.53% Add +9.6% 11,715 $1.0M
Smith Chas P & Associates Pa Cpas 0.06% Reduce -4.1% 11,713 $1.0M
Parcion Private Wealth LLC 0.09% No change 11,639 $1.0M
HCR Wealth Advisors 0.13% Add +10.5% 11,637 $1.0M
Y.D. More Investments Ltd 0.11% Reduce -0.3% 11,627 $1.0M
Balboa Wealth Partners 0.25% Reduce -38.7% 11,567 $1.0M
WCG Wealth Advisors LLC 0.07% New 11,516 $1.0M
Treynor Bancshares, Inc. 1.04% Reduce -3.1% 11,511 $1.0M
Peak Asset Management, LLC 0.19% No change 11,488 $1.0M
Lindbrook Capital, LLC 0.09% No change 11,450 $1.0M
High Net Worth Advisory Group LLC 0.28% No change 11,414 $1.0M
Angeles Wealth Management, LLC 0.09% Add +10.7% 11,405 $1.0M
Leo Wealth, LLC 0.09% Add +5.0% 11,398 $1.0M
Cowen and Company, LLC 0.03% New 11,364 $998K
MA Private Wealth 0.19% Reduce -14.2% 11,354 $997K
Bradley Foster & Sargent Inc. 0.02% Reduce -6.0% 11,342 $996K
Northwest Capital Management Inc 0.36% No change 11,329 $995K
SMART Wealth LLC 0.39% Reduce -46.3% 11,236 $987K
Silverlake Wealth Management LLC 0.38% Add +9.2% 11,224 $985K
Strategies Wealth Advisors, LLC 0.13% Reduce -41.5% 11,175 $981K
Marex Group Ltd 0.02% Reduce -25.5% 11,149 $979K
Financial Engines Advisors L.L.C. 0.00% Reduce -1.3% 11,147 $979K
Diligent Investors, LLC 0.23% Reduce -0.1% 11,115 $976K
Main Street Financial Solutions, LLC 0.09% Reduce -4.3% 11,095 $974K
Criterion Capital Advisors, LLC 0.61% No change 10,682 $974K
McAdam, LLC 0.05% Add +9.9% 11,083 $973K
Mitchell McLeod Pugh & Williams Inc. 0.20% Reduce -0.4% 11,082 $973K
Procyon Advisors, LLC 0.07% Add +1.8% 11,067 $972K
Apollon Financial, LLC 0.29% Add +0.1% 11,049 $970K
Ballew Advisors, Inc 0.65% Add +1.6% 10,568 $968K
Builder Investment Group Inc. 0.26% No change 10,925 $959K
Lifeworks Advisors, LLC 0.19% Reduce -9.2% 10,906 $958K
Summit Financial Wealth Advisors, LLC 0.18% Reduce -9.2% 10,884 $956K
C2C Wealth Management, LLC 0.89% Add +3.4% 10,750 $952K
Richardson Financial Services Inc. 0.60% No change 10,423 $950K
Stock Yards Bank & Trust Co. 0.03% Add +0.3% 10,685 $938K
Florida Trust Wealth Management Co 0.03% Reduce -8.6% 10,680 $938K
Uptick Partners, LLC 0.40% New 10,667 $937K
White Pine Capital LLC 0.32% Reduce -0.1% 10,607 $931K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.35% Add +0.0% 10,370 $929K
Oxinas Partners, LLC 0.57% Reduce -1.7% 10,572 $928K
Smithbridge Asset Management Inc. 0.16% Reduce -4.3% 10,559 $927K
First Manhattan Co. Llc. 0.00% Reduce -0.0% 10,505 $922K
Wedmont Private Capital 0.05% Add +6.6% 9,834 $920K
Bailard, Inc. 0.02% Reduce -9.5% 10,463 $919K
RMR Wealth Builders 0.10% Reduce -16.4% 10,421 $915K
Federation des caisses Desjardins du Quebec 0.00% Reduce -4.1% 10,412 $914K
Householder Group Estate & Retirement Specialist, LLC 0.27% Reduce -26.6% 10,409 $913K
AlphaStar Capital Management, LLC 0.07% Add +124.1% 10,380 $911K
Fiera Capital Corp 0.00% No change 10,349 $909K
Quadcap Wealth Management, LLC 0.14% Reduce -7.6% 10,333 $907K
Financial Partners Group, LLC 0.34% Reduce -35.6% 10,333 $907K
Calton & Associates, Inc. 0.34% Add +220.6% 10,280 $903K
Peoples Financial Services Corp. 0.41% Reduce -0.0% 10,269 $902K
Invst, LLC 0.11% Reduce -89.4% 10,263 $901K
Keel Point, LLC 0.07% Add +1.9% 10,259 $901K
Haverford Trust Co 0.01% Reduce -7.3% 10,193 $895K
Certuity, LLC 0.10% Reduce -7.1% 10,186 $894K
Glen Eagle Advisors, LLC 0.15% Reduce -1.1% 10,173 $893K
Aberdeen Wealth Management LLC 0.59% Reduce -1.9% 10,155 $892K
Wealth Effects LLC 0.31% Add +4.8% 10,121 $889K
Agate Pass Investment Management, LLC 0.44% Add +5.7% 10,114 $888K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Reduce -56.9% 10,112 $888K
LPWM LLC 0.29% Reduce -3.9% 9,610 $887K
Greenwich Wealth Management LLC 0.06% Add +31.1% 10,101 $887K
Tranquilli Financial Advisor LLC 0.55% Add +215.1% 10,079 $885K
Powell Investment Advisors, LLC 0.41% Add +0.5% 10,058 $883K
Fermata Advisors, LLC 0.18% Reduce -3.7% 10,036 $881K
Ulysses Management LLC 0.20% New 10,000 $878K
Point72 Asset Management 0.00% Reduce -86.9% 10,000 $878K
SeaCrest Wealth Management, LLC 0.09% Reduce -4.7% 9,989 $877K
MBL Wealth, LLC 0.09% Reduce -6.0% 9,964 $875K
LifePro Asset Management 0.53% Reduce -11.8% 9,937 $872K
Aurora Private Wealth, Inc. 0.68% Reduce -6.0% 9,895 $869K
Contravisory Investment Management, Inc. 0.18% Reduce -40.5% 9,840 $864K
Caprock Group, LLC 0.03% Reduce -0.2% 9,827 $863K
Goelzer Investment Management, Inc. 0.05% Add +0.0% 9,815 $862K
Beacon Bridge Wealth Partners, LLC 0.37% Add +16.3% 9,812 $861K
Meridian Investment Counsel Inc. 0.26% No change 9,810 $861K
Weaver Consulting Group 0.27% Add +2.0% 9,777 $858K
Executive Wealth Management, LLC 0.07% Reduce -1.9% 9,745 $856K
Tradewinds Capital Management, LLC 0.23% Reduce -57.5% 9,742 $855K
Carmichael Hill & Associates, Inc. 0.32% Add +3.9% 9,725 $854K
YHB Investment Advisors, Inc. 0.07% Add +18.6% 9,710 $853K
Kelleher Financial Advisors 0.32% No change 9,710 $853K
First Citizens Bank & Trust Co. 0.02% Add +10.3% 9,691 $851K
Symphony Financial, Ltd. Co. 0.14% Reduce -17.8% 9,686 $845K
Beacon Financial Advisory LLC 0.29% Reduce -14.0% 9,600 $843K
St. Johns Investment Management Company, LLC 0.40% Reduce -8.8% 9,597 $843K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -96.0% 9,591 $842K
HBK Sorce Advisory LLC 0.03% Add +11.4% 9,533 $837K
Independent Wealth Network Inc. 0.37% Reduce -69.4% 9,524 $836K
Community Trust & Investment Co. 0.05% No change 9,521 $836K
waypoint wealth counsel 0.57% Reduce -2.2% 9,512 $835K
Sunbelt Securities, Inc. 0.08% Reduce -4.9% 9,506 $835K
Stonebridge Financial Planning Group, LLC 0.40% Reduce -10.0% 9,503 $834K
FIL Ltd 0.00% Reduce -99.4% 9,466 $831K
Strategic Advisors LLC 0.15% Reduce -2.1% 9,444 $829K
Silver Oak Securities, Incorporated 0.09% New 9,745 $829K
Stevard, LLC 3.37% Reduce -75.9% 9,434 $828K
Northstar Advisory Group, LLC 0.43% Reduce -76.3% 9,412 $826K
Cowa, LLC 0.39% Reduce -42.7% 9,398 $825K
Caldwell Sutter Capital, Inc. 0.38% No change 9,383 $824K
3EDGE Asset Management, LP 0.06% Add +277.8% 9,374 $823K
Principle Wealth Partners LLC 0.06% Reduce -3.1% 9,342 $820K
Stolper Co 0.27% Reduce -2.1% 9,335 $820K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Reduce -20.0% 9,280 $815K
Pavion Blue Capital, LLC 0.38% Add +0.1% 9,213 $809K
Truxt Investmentos Ltda. 0.54% New 9,200 $808K
Parkside Financial Bank & Trust 0.11% Add +1.7% 9,190 $807K
Woodmont Investment Counsel LLC 0.06% No change 9,189 $807K
MontVue Capital Management, Inc. 0.62% Reduce -0.1% 9,164 $805K
Mission Creek Capital Partners, Inc. 0.19% Add +0.4% 9,149 $803K
City Center Advisors, LLC 0.89% Reduce -28.4% 9,140 $802K
Redwood Financial Network Corp 0.63% Reduce -1.8% 9,137 $802K
First Trust Investment Solutions L.P. 0.09% Reduce -22.4% 9,131 $802K
Guyasuta Investment Advisors Inc. 0.05% Add +25.4% 9,127 $801K
Pathway Financial Advisors LLC 0.21% Add +0.8% 9,121 $801K
Mayflower Financial Advisors, LLC 0.12% Reduce -0.8% 9,082 $797K
Proffitt & Goodson Inc. 0.13% Reduce -5.1% 9,072 $797K
L.M. Kohn & Company 0.20% Reduce -7.4% 9,051 $795K
Legacy Capital Wealth Partners, LLC 0.16% Add +68.3% 9,047 $794K
Investment Partners, LTD. 0.33% Add +0.1% 9,040 $794K
Capital Investment Counsel, LLC 0.14% Add +31.3% 9,039 $794K
Capstone Investment Advisors, LLC 0.03% Add +3320.4% 9,030 $793K
Ironsides Asset Advisors, LLC 0.23% Reduce -11.5% 8,997 $790K
Savant Capital, LLC 0.01% Add +103.9% 8,966 $787K
Mathes Company, Inc. 0.28% Reduce -7.7% 8,950 $786K
Clayton Financial Group LLC 0.29% Add +1.6% 8,839 $776K
Investors Asset Management of Georgia Inc. /Ga/ 0.37% Add +1.4% 8,839 $776K
Windsor Capital Management, LLC 0.23% Add +0.3% 8,831 $775K
American National Bank & Trust 0.09% Reduce -2.2% 8,737 $767K
Avitas Wealth Management LLC 0.11% Reduce -11.4% 8,699 $764K
TrueWealth Advisors, LLC 0.25% Reduce -6.0% 8,678 $762K
Boston Family Office LLC 0.05% Add +263.5% 8,662 $761K
Donald L. Hagan, LLC 0.39% Reduce -9.4% 8,667 $761K
1834 Investment Advisors Co. 0.09% Reduce -27.2% 8,665 $761K
Windsor Advisory Group, LLC 0.86% Reduce -18.6% 8,635 $758K
Sheaff Brock Investment Advisors, LLC 0.07% Add +0.2% 8,580 $753K
Cozad Asset Management Inc. 0.07% Add +9.9% 8,568 $752K
Banque Pictet & Cie SA 0.01% Reduce -21.2% 8,552 $751K
Burford Brothers, Inc. 0.39% Reduce -9.1% 8,529 $749K
PDS Planning, Inc 0.07% New 8,495 $746K
FAS Wealth Partners, Inc. 0.06% Reduce -28.7% 8,457 $743K
Verdence Capital Advisors LLC 0.06% Reduce -10.9% 8,372 $735K
W.H. Cornerstone Investments Inc. 0.49% Reduce -22.2% 8,317 $730K
Cadence Bank 0.05% Reduce -0.5% 8,299 $729K
Van Den Berg Management I, Inc. 0.21% Reduce -10.7% 8,296 $728K
Element Pointe Advisors, LLC 0.18% No change 8,294 $728K
Lanark Financial, Inc. 0.06% Reduce -2.5% 8,300 $728K
White Pine Investment CO 0.20% New 8,269 $726K
ARS Investment Partners, LLC 0.07% Add +14.7% 8,265 $726K
Marco Investment Management LLC 0.06% Reduce -0.5% 8,259 $725K
Fulton Bank, N.A. 0.03% Reduce -5.8% 8,253 $725K
Smith Anglin Financial, LLC 0.07% Reduce -4.0% 8,249 $724K
Nicholas Hoffman & Company, LLC. 0.03% Reduce -1.9% 8,217 $721K
Zimmermann Investment Management & Planning LLC 0.22% Reduce -3.2% 8,211 $721K
Empower Advisory Group, LLC 0.00% Reduce -7.6% 8,179 $718K
BNP Paribas 0.03% Add +1.0% 8,156 $716K
Patriot Financial Group Insurance Agency, LLC 0.10% Reduce -26.4% 8,134 $714K
1ST Source Bank 0.04% Reduce -3.0% 8,079 $709K
Worth Financial Advisory Group, LLC 0.42% Add +1.9% 8,066 $708K
Insight Advisors, LLC/ PA 0.12% Reduce -5.2% 8,038 $706K
Sloy Dahl & Holst, LLC 0.12% Add +16.0% 8,029 $705K
Resources Management Corp. /CT/ 0.10% Reduce -3.1% 8,015 $704K
VPR Management LLC 0.24% No change 8,000 $702K
Milestone Asset Management, LLC 0.16% Add +4.5% 7,986 $701K
AdvisorNet Financial, Inc 0.05% Add +25.1% 7,973 $700K
CPC Advisors, LLC 0.10% Reduce -2.3% 7,969 $700K
Webster Bank, N. A. 0.07% No change 7,960 $699K
WealthBridge Capital Management, LLC 0.20% Add +0.9% 7,957 $699K
Afg Fiduciary Services Limited Partnership 0.47% Add +4.9% 7,516 $698K
Flagship Private Wealth, LLC 0.36% Add +40.0% 7,920 $695K
GLOBALT Investments LLC / GA 0.03% Reduce -2.6% 7,920 $695K
National Philanthropic Trust 0.01% Reduce -8.0% 7,908 $694K
Brown Miller Wealth Management, LLC 0.27% Add +0.8% 7,898 $693K
KMG Fiduciary Partners, LLC 0.06% Reduce -6.7% 7,891 $693K
Objective Capital Management, LLC 0.41% — 7,876 $692K
Schmidt P J Investment Management Inc. 0.12% Reduce -1.9% 7,863 $690K
Alta Wealth Advisors LLC 0.32% New 7,863 $690K
Horizon Financial Services, LLC 0.41% Add +7.5% 7,857 $690K
Adirondack Trust Co. 0.27% Add +14.3% 7,835 $688K
Spinnaker Trust 0.04% Add +0.2% 7,818 $686K
Lodestar Private Asset Management LLC 0.09% Reduce -1.3% 7,759 $681K
Gries Financial LLC 0.13% No change 7,734 $679K
Rehmann Capital Advisory Group 0.04% Add +5.9% 7,721 $678K
Nvwm, LLC 0.17% Add +0.2% 7,711 $677K
North Star Investment Management Corp. 0.05% Add +10.3% 7,704 $676K
Kanawha Capital Management LLC 0.05% Reduce -2.2% 7,691 $675K
SYM FINANCIAL Corp 0.09% Add +0.1% 7,676 $674K
Intrua Financial, LLC 0.11% Reduce -63.3% 7,624 $669K
Granite FO LLC 0.38% Reduce -11.5% 7,570 $665K
Quadrant Private Wealth Management, LLC 0.16% Reduce -0.3% 7,564 $664K
Betterment LLC 0.00% Reduce -40.4% 7,527 $661K
Garden State Investment Advisory Services LLC 0.21% Reduce -3.4% 7,497 $659K
Spreng Capital Management, Inc. 0.32% Reduce -30.8% 7,505 $659K
Telos Capital Management, Inc. 0.07% Reduce -0.4% 7,490 $658K
Wellington Wealth Strategies, LLC. 0.50% New 7,411 $657K
KG Capital Management 0.21% Add +0.8% 7,462 $655K
Platform Technology Partners 0.21% Reduce -2.5% 7,442 $653K
Berger Financial Group, Inc 0.05% Reduce -6.5% 7,425 $652K
Blake Schutter Theil Wealth Advisors, LLC 0.47% — 7,390 $649K
Soltis Investment Advisors LLC 0.06% Reduce -15.2% 7,315 $642K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -3.1% 7,298 $641K
Denver Wealth Management, Inc. 0.29% Add +3.0% 7,214 $633K
World Investment Advisors 0.02% Add +116.6% 7,207 $633K
Northwest Financial Advisors 0.50% Reduce -7.3% 7,152 $628K
Paradigm Capital Management, LLC 0.61% — 7,125 $626K
Galvin, Gaustad & Stein, LLC 0.06% Add +0.5% 7,080 $622K
Court Place Advisors, LLC 0.18% No change 7,035 $618K
Allie Family Office LLC 0.33% Add +4.2% 7,031 $617K
HUB Investment Partners, LLC 0.03% Reduce -1.8% 7,030 $617K
GM Advisory Group, LLC 0.04% Add +11.3% 7,015 $616K
Hudson Value Partners, LLC 0.24% Reduce -13.0% 7,000 $615K
Northwest Bancshares, Inc. 0.10% Reduce -0.5% 6,994 $614K
Pinnacle Wealth Planning Services, Inc. 0.08% No change 6,973 $612K
Edge Wealth Management LLC 0.12% Reduce -2.3% 6,932 $609K
Cahill Financial Advisors Inc. 0.08% Reduce -12.2% 6,928 $608K
Strategic Financial Concepts, LLC 0.19% Reduce -98.8% 6,911 $607K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -2.8% 6,907 $606K
Cooper Financial Group 0.08% Reduce -18.4% 6,889 $605K
Seelaus Asset Management LLC 0.56% Add +4.4% 6,841 $601K
Sound View Wealth Advisors Group, LLC 0.05% Add +6.5% 6,817 $599K
Client 1ST Advisory Group, LLC 0.24% Reduce -19.9% 6,801 $597K
First National Corp. /Ma/ 0.13% Reduce -75.9% 6,787 $596K
IPG Investment Advisors LLC 0.13% Reduce -72.3% 6,772 $595K
Tsfg, LLC 0.13% Reduce -28.5% 6,764 $594K
Iams Wealth Management, LLC 0.29% No change 6,758 $593K
Brick & Kyle, Associates 0.26% Reduce -2.2% 6,755 $593K
One Charles Private Wealth Services, LLC 0.22% Add +5.1% 6,728 $591K
RiverGlades Family Offices LLC 0.42% Add +12.7% 6,708 $589K
SignalPoint Asset Management, LLC 0.14% Add +0.7% 6,750 $589K
VitalStone Financial, LLC 0.40% Reduce -34.5% 6,662 $585K
Corsair Capital Management, L.P. 0.14% Reduce -31.1% 6,637 $583K
Financial & Tax Architects, LLC 0.15% Reduce -5.8% 6,633 $582K
Berkshire Asset Management LLC 0.03% No change 6,371 $581K
Cornerstone Planning Group LLC 0.15% Add +3.1% 6,586 $579K
BBR Partners, LLC 0.04% New 6,523 $573K
Mason & Associates Inc 0.14% Reduce -19.1% 6,512 $572K
Glenview Trust Co 0.01% Reduce -0.8% 6,501 $571K
Everett Harris & Co. 0.01% No change 6,495 $570K
Rovin Capital /Ut/ 0.21% Add +3.1% 6,480 $569K
Norden Group LLC 0.07% Add +2.7% 6,466 $568K
Resurgent Financial Advisors LLC 0.33% Add +5.3% 6,423 $564K
Strategic Blueprint, LLC 0.04% Reduce -11.1% 6,412 $563K
Prudential PLC 0.00% Reduce -84.4% 6,410 $563K
Intrinsic Value Partners, LLC 0.56% No change 6,400 $562K
Larson Financial Group LLC 0.03% Add +22.8% 6,394 $561K
Ignite Planners, LLC 0.13% Reduce -19.3% 6,373 $560K
Empire Financial Management Company, LLC 0.17% No change 6,370 $559K
Boston Financial Mangement LLC 0.02% Reduce -55.8% 6,350 $558K
Circle Wealth Management, LLC 0.01% Reduce -17.7% 6,344 $557K
Tandem Wealth Advisors LLC 0.28% Add +1.8% 6,315 $554K
Cary Street Partners Asset Management LLC 0.07% Reduce -13.5% 6,308 $554K
Nixon Peabody Trust Co. 0.05% New 6,300 $553K
9258 Wealth Management, LLC 0.08% No change 6,295 $553K
Collective Family Office LLC 0.15% Add +14.2% 6,277 $551K
Bank of Marin 0.44% Reduce -3.6% 6,274 $551K
Sageworth Trust Co 0.03% No change 6,252 $549K
Signet Financial Management, LLC 0.07% Add +5.8% 6,246 $548K
Aries Wealth Management 0.15% Add +3.1% 6,234 $547K
Towerpoint Wealth, LLC 0.26% No change 6,222 $546K
CHICAGO TRUST Co NA 0.10% Reduce -0.8% 6,222 $546K
RPG Investment Advisory, LLC 0.08% Reduce -5.5% 6,218 $546K
Lake Street Private Wealth, LLC 0.09% Reduce -67.1% 6,196 $544K
Brighton Jones LLC 0.02% Reduce -30.9% 6,182 $543K
Onyx Bridge Wealth Group LLC 0.08% Reduce -94.8% 6,173 $542K
Dark Forest Capital Management LP 0.07% Reduce -37.9% 6,168 $542K
Financial Management Network Inc. 0.11% Add +0.4% 5,793 $540K
First National Bank of Hutchinson 0.35% No change 6,126 $538K
Sequent Asset Management, LLC 0.27% No change 6,122 $538K
Plimoth Trust Co. LLC 0.13% Add +18.1% 6,093 $535K
Sage Mountain Advisors LLC 0.05% No change 6,082 $534K
FRG Family Wealth Advisors LLC 0.10% Add +3.0% 6,080 $534K
American Institute for Advanced Investment Management, LLP 0.38% Reduce -9.4% 6,066 $533K
Tradition Wealth Management, LLC 0.05% Add +5.7% 6,057 $532K
Beaumont Financial Advisors, LLC 0.04% Reduce -15.8% 6,055 $532K
Birchcreek Wealth Management, LLC 0.35% Reduce -49.0% 6,049 $531K
Private Advisory Group LLC 0.07% Reduce -1.3% 6,002 $527K
Bayesian Capital Management, LP 0.06% Add +8.4% 6,000 $527K
Stonehage Fleming Financial Services Holdings Ltd 0.01% Add +23.8% 6,000 $527K
Eagle Global Advisors LLC 0.03% Reduce -2.3% 5,985 $525K
Naples Global Advisors, LLC 0.05% Add +1.7% 5,975 $525K
Strait & Sound Wealth Management LLC 0.25% Reduce -0.4% 5,959 $523K
Finivi Inc. 0.42% Add +0.1% 5,958 $523K
Capital Advisors Inc. 0.01% Add +0.1% 5,947 $522K
Keystone Wealth Services, LLC 0.14% New 5,928 $520K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.14% Reduce -1.1% 5,889 $517K
Neville Rodie & Shaw Inc. 0.04% Reduce -3.2% 5,880 $516K
NorthRock Partners, LLC 0.02% Add +0.0% 5,871 $515K
Blackston Financial Advisory Group, LLC 0.27% New 5,848 $513K
Cassaday & Co Wealth Management LLC 0.01% Add +12.1% 5,826 $512K
Eastern Bank 0.01% New 5,823 $511K
Cyndeo Wealth Partners, LLC 0.04% Add +35.6% 5,821 $511K
Moloney Securities Asset Management, LLC 0.07% Add +0.3% 5,817 $511K
WealthPLAN Partners, LLC 0.07% Reduce -13.6% 5,793 $509K
Selective Wealth Management, Inc. 0.21% Add +0.0% 5,574 $508K
Marathon Trading Investment Management LLC 0.24% Reduce -89.4% 5,692 $500K
Drive Wealth Management, LLC 0.13% New 5,682 $499K
Wulff, Hansen & Co. 0.45% No change 5,650 $496K
REDW Wealth LLC 0.13% Reduce -0.6% 5,640 $495K
Central Bank & Trust Co. 0.07% Add +358.3% 5,610 $493K
PVG Asset Management Corp. 1.98% Reduce -48.0% 5,608 $492K
Sierra Capital LLC 0.06% Reduce -40.0% 5,603 $492K
Private Client Services, LLC 0.26% Reduce -1.1% 5,574 $489K
Hexagon Capital Partners LLC 0.10% Reduce -18.7% 5,570 $489K
Mayfair Advisory Group, LLC 0.30% Reduce -2.8% 5,191 $484K
Carr Financial Group Corp 0.14% Reduce -5.9% 5,489 $482K
Argent Trust Co 0.02% No change 5,483 $481K
LCNB Corp. 0.17% No change 5,475 $481K
Creekside Partners 0.25% Add +4.2% 5,467 $480K
River Street Advisors LLC 0.26% Add +0.8% 5,465 $480K
ERn Financial, LLC 0.07% Reduce -2.2% 5,457 $479K
Manufacturers Life Insurance Company, The 0.00% Reduce -95.4% 5,416 $476K
Williams Jones Wealth Management, LLC. 0.01% Reduce -5.3% 5,413 $475K
Bank of Stockton 0.14% Reduce -22.2% 5,396 $474K
Lewis Asset Management, LLC 0.34% Add +7.3% 5,368 $471K
Unique Wealth Strategies, LLC 0.20% Add +5.0% 5,365 $471K
ProVise Management Group, LLC 0.04% Reduce -17.5% 5,336 $469K
Debussy Capital Management LP 0.14% Add +7.0% 5,326 $468K
Signaturefd, LLC 0.01% Reduce -26.6% 5,305 $466K
Arax Advisory Partners 0.04% Reduce -21.7% 5,302 $466K
Summit X, LLC 0.11% Add +16.2% 5,102 $465K
Annex Advisory Services, LLC 0.01% Reduce -4.5% 5,292 $465K
Modera Wealth Management, LLC 0.01% Add +1.1% 5,278 $463K
Cullen/Frost Bankers, Inc. 0.01% Add +1.6% 5,257 $462K
Bristlecone Advisors, LLC 0.04% Add +0.1% 5,241 $460K
Fulcrum Equity Management 0.39% Reduce -47.1% 5,205 $457K
Next Level Private LLC 0.19% Add +0.8% 5,154 $453K
Laird Norton Wetherby Wealth Management, LLC 0.02% No change 5,150 $452K
Ulland Investment Advisors, LLC 0.34% Reduce -14.4% 5,150 $452K
Americana Partners, LLC 0.03% Reduce -23.8% 5,136 $451K
Icon Wealth Advisors, LLC 0.04% Add +31.2% 5,132 $451K
Magnolia Capital Advisors LLC 0.22% Add +0.8% 5,121 $450K
Wellington Management Group LLP 0.00% Reduce -98.6% 5,116 $449K
Allegheny Financial Group 0.11% Add +5.7% 5,106 $448K
Moneta Group Investment Advisors LLC 0.01% Add +13.1% 5,100 $448K
Southland Equity Partners LLC 0.11% Reduce -10.1% 5,099 $448K
Shepherd Financial Partners LLC 0.05% Add +0.5% 5,090 $447K
Litman Gregory Wealth Management LLC 0.04% No change 5,085 $446K
Zacks Investment Management 0.00% Add +8.8% 5,080 $446K
Comprehensive Financial Consultants Institutional, Inc. 0.16% Reduce -8.8% 5,031 $442K
OMNI 360 Wealth, Inc. 0.30% Add +0.1% 5,028 $441K
Greenwood Capital Associates LLC 0.06% Reduce -4.5% 5,024 $441K
Fort Sheridan Advisors LLC 0.07% Reduce -1.0% 5,016 $440K
Obermeyer Wealth Partners 0.02% Add +1.8% 5,016 $440K
Wealth Alliance Advisory Group, LLC 0.09% No change 5,010 $440K
Advance Capital Management, Inc. 0.02% Reduce -13.9% 5,010 $440K
Cape Ann Savings Bank 0.25% Add +2.9% 5,006 $440K
Mather Group, Llc. 0.01% Reduce -44.1% 4,979 $437K
Wealth Alliance, LLC 0.05% Add +0.6% 4,933 $433K
Acima Private Wealth, LLC 0.14% No change 4,922 $432K
Hanover Advisors Inc. 0.18% Reduce -8.5% 4,909 $431K
Cullen Capital Management, LLC 0.00% Reduce -13.5% 4,891 $429K
Thrive Capital Management, LLC 0.20% Reduce -45.0% 4,886 $429K
PSI Advisors, LLC 0.12% Add +19.6% 4,842 $425K
Lion Street Advisors, LLC 0.15% Reduce -8.2% 4,838 $425K
Centric Wealth Management 0.11% New 4,531 $424K
Redwood Wealth Management Group, LLC 0.21% Add +364.8% 4,825 $424K
Shulman DeMeo Asset Management LLC 0.10% Reduce -1.2% 4,820 $423K
QRG Capital Management, Inc. 0.00% Add +10.9% 4,818 $423K
Wealthgarden F.S. LLC 0.41% Add +20.8% 4,817 $423K
Leavell Investment Management, Inc. 0.02% Add +49.5% 4,811 $422K
TCTC Holdings, LLC 0.01% Add +14.3% 4,805 $422K
Lantern Wealth Advisors, LLC 0.29% Reduce -2.7% 4,766 $419K
Firestone Capital Management 0.10% Reduce -19.4% 4,762 $418K
Princeton Global Asset Management LLC 0.08% No change 4,750 $417K
Inscription Capital, LLC 0.06% No change 4,743 $416K
Arrow Financial Corp 0.04% Add +1.4% 4,741 $416K
Teamwork Financial Advisors, LLC 0.06% Reduce -46.7% 4,739 $416K
Schneider Downs Wealth Management Advisors, LP 0.08% Reduce -0.5% 4,722 $415K
SlateStone Wealth, LLC 0.04% Reduce -14.7% 4,708 $413K
Wellington Shields & Co., LLC 0.13% Reduce -4.1% 4,700 $413K
Gateway Wealth Partners, LLC 0.11% Reduce -4.7% 4,680 $411K
Coldstream Capital Management Inc. 0.01% Reduce -12.8% 4,638 $407K
Strata Wealth Advisors, LLC 0.13% No change 4,631 $407K
Campion Asset Management 0.30% No change 4,620 $406K
City Holding Co. 0.06% Reduce -3.5% 4,620 $406K
New Wave Wealth Advisors LLC 0.19% No change 4,619 $406K
Heritage Oak Wealth Advisors LLC 0.19% New 4,619 $406K
Pinnacle Bancorp, Inc. 0.11% No change 4,619 $406K
Bruce G. Allen Investments, LLC 0.31% Add +0.3% 4,594 $403K
Latitude Advisors, LLC 0.23% Reduce -0.3% 4,592 $403K
Fort Washington Investment Advisors Inc. 0.00% Add +1.8% 4,584 $402K
Twin Tree Management, LP 0.01% New 4,576 $402K
J. Safra Sarasin Holding AG 0.01% No change 4,575 $402K
Resolute Wealth Strategies, LLC 0.21% Reduce -0.8% 4,567 $401K
Gallagher Fiduciary Advisors, LLC 0.08% Reduce -26.0% 4,566 $401K
Crewe Advisors LLC 0.05% Add +25.4% 4,565 $401K
Watershed Private Wealth LLC 0.16% No change 4,560 $400K
Sovereign Financial Group, Inc. 0.09% Reduce -38.0% 4,548 $399K
Shoker Investment Counsel, Inc. 0.13% Add +0.1% 4,543 $399K
Auxano Advisors, LLC 0.10% Add +0.0% 4,542 $399K
Ritholtz Wealth Management 0.01% Reduce -17.6% 4,541 $399K
Silvercrest Asset Management Group LLC 0.00% Add +2.4% 4,535 $398K
Legacy Capital Group California, Inc. 0.13% Reduce -3.3% 4,526 $397K
Sonata Capital Group Inc. 0.17% Add +0.9% 4,527 $397K
National Wealth Management Group, LLC 0.27% Reduce -2.7% 4,514 $396K
Black Point Wealth Management 0.46% Add +0.2% 4,511 $396K
Steel Grove Capital Advisors, LLC 0.06% Reduce -46.5% 4,541 $396K
Alexander Labrunerie & Co., Inc. 0.18% Reduce -5.4% 4,444 $390K
Holderness Investments Co. 0.08% Add +18.6% 4,417 $388K
B.O.S.S. Retirement Advisors, LLC 0.08% Add +19.3% 4,411 $387K
McDonald Partners LLC 0.10% Reduce -8.3% 4,399 $386K
Bensler, LLC 0.05% Reduce -8.4% 4,392 $386K
Kowal Investment Group, LLC 0.07% Reduce -2.7% 4,391 $385K
Montecito Bank & Trust 0.07% Reduce -12.6% 4,382 $385K
Two Sigma Securities, LLC 0.03% New 4,372 $384K
Constitution Capital LLC 0.20% Add +16.0% 4,355 $382K
ELCO Management Co., LLC 0.21% No change 4,350 $382K
FLC Capital Advisors 0.09% No change 4,342 $381K
Realta Investment Advisors 0.18% Reduce -73.8% 4,105 $381K
Lodestone Wealth Management LLC 0.19% Reduce -17.2% 4,326 $380K
Gill Capital Partners, LLC 0.14% No change 4,323 $380K
Wolff Wiese Magana LLC 0.26% Reduce -0.0% 4,316 $379K
Marcum Wealth, LLC 0.04% Reduce -0.5% 4,313 $379K
Blue Zone Wealth Advisors, LLC 0.12% Add +6.4% 4,308 $378K
MV Capital Management, Inc. 0.04% Add +0.7% 4,280 $376K
Black Maple Capital Management LP 0.28% No change 4,260 $374K
Maven Securities LTD 0.04% Reduce -70.2% 4,230 $371K
Axecap Investments, LLC 0.28% — 4,209 $370K
St Germain D J Co. Inc. 0.02% No change 4,198 $369K
Horrell Capital Management, Inc. 0.11% Reduce -1.5% 4,187 $368K
Global Assets Advisory, LLC 0.20% New 4,098 $368K
Wellspring Financial Advisors, LLC 0.04% Add +54.6% 4,191 $368K
Key Client Fiduciary Advisors, LLC 0.17% Reduce -3.7% 4,181 $367K
CenterStar Asset Management, LLC 0.55% New 4,172 $366K
Longview Financial Advisors, Inc. 0.27% Reduce -1.0% 4,144 $364K
WMG Financial Advisors, LLC 0.16% Add +9.5% 4,143 $364K
Capital Asset Advisory Services LLC 0.02% Reduce -45.5% 3,994 $364K
Hunter Perkins Capital Management, LLC 0.07% Add +0.9% 4,137 $363K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -30.3% 4,122 $362K
Optimum Investment Advisors 0.16% Reduce -2.6% 4,108 $361K
Banco BTG Pactual S.A. 0.09% Reduce -95.6% 4,091 $359K
Ransom Advisory, Ltd 0.17% Add +7.9% 4,080 $358K
Arcus Capital Partners, LLC 0.13% Add +0.8% 4,060 $356K
Coastline Trust Co 0.04% No change 4,052 $356K
VCI Wealth Management LLC 0.16% Reduce -52.8% 4,050 $356K
One Capital Management, LLC 0.01% Reduce -1.7% 4,039 $355K
Kessler Investment Group, LLC 0.18% No change 4,024 $353K
Nikulski Financial, Inc. 0.11% Reduce -0.4% 4,019 $353K
LFA - Lugano Financial Advisors SA 0.24% Add +119.6% 4,018 $353K
Aspen Investment Management Inc 0.16% Reduce -2.4% 3,994 $351K
Doliver Advisors, LP 0.10% Add +0.0% 3,997 $351K
Baltimore-Washington Financial Advisors, Inc. 0.02% Reduce -11.3% 3,992 $350K
Global Financial Private Client, LLC 0.14% Reduce -0.7% 3,977 $349K
TCP Asset Management, LLC 0.08% Reduce -9.0% 3,970 $349K
Badgley Phelps Wealth Managers, LLC 0.01% Add +33.3% 3,945 $346K
First Command Advisory Services, Inc. 0.00% Add +1.2% 3,936 $346K
Strategic Wealth Partners, Ltd. 0.03% Reduce -11.2% 3,909 $343K
Roberts Wealth Advisors, LLC 0.11% Reduce -5.8% 3,757 $342K
Private Capital Management LLC 0.06% Reduce -7.9% 3,895 $342K
Patron Partners, LLC 0.19% Reduce -0.9% 3,855 $338K
Northwest Wealth Management, LLC 0.08% Reduce -1.5% 3,848 $338K
Occidental Asset Management, LLC 0.05% Add +1.9% 3,826 $336K
Searle & Co. 0.08% Reduce -1.1% 3,818 $335K
Hengehold Capital Management LLC 0.03% Reduce -1.3% 3,807 $334K
Octavia Wealth Advisors, LLC 0.04% Reduce -5.1% 3,805 $334K
Prosperity Financial Group, Inc. 0.19% Reduce -5.0% 3,803 $334K
Marks Group Wealth Management, Inc 0.03% Reduce -4.3% 3,787 $333K
Saxony Capital Management, LLC 0.30% Reduce -19.3% 3,785 $332K
NBW Capital LLC 0.06% Reduce -7.3% 3,783 $332K
Scientech Research LLC 0.07% New 3,775 $331K
Successful Portfolios LLC 0.22% Reduce -2.2% 3,740 $328K
Peterson Wealth Management 0.21% Reduce -8.1% 3,734 $328K
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.08% No change 3,703 $325K
Concentrum Wealth Management 0.13% Reduce -5.5% 3,695 $324K
New England Private Wealth Advisors LLC 0.05% Add +18.2% 3,692 $324K
Texas Capital Bank Wealth Management Services Inc 0.03% Reduce -3.7% 3,671 $322K
Caldwell Trust Co 0.03% Add +6.9% 3,656 $321K
Ahl Investment Management, Inc. 0.22% No change 3,651 $321K
Manhattan West Asset Management, LLC 0.08% Add +5.9% 3,634 $319K
Talon Private Wealth, LLC 0.07% — 3,587 $315K
New Century Financial Group, LLC 0.11% New 3,565 $313K
Pennsylvania Capital Management Inc. 0.11% Add +0.8% 3,564 $313K
Farmers & Merchants Investments Inc. 0.01% Reduce -0.6% 3,561 $313K
Exencial Wealth Advisors, LLC 0.01% Reduce -16.5% 3,559 $312K
ARS Wealth Advisors Group, LLC 0.04% Add +8.7% 3,549 $312K
Means Investment Co., Inc. 0.03% Reduce -2.3% 3,549 $312K
Flputnam Investment Management Co. 0.01% Reduce -32.3% 3,545 $311K
LJI Wealth Management, LLC 0.06% Reduce -2.7% 3,542 $311K
Poehling Capital Management, INC. 0.08% Reduce -1.3% 3,537 $311K
Evanson Asset Management, LLC 0.02% Add +0.2% 3,532 $310K
Ciovacco Capital Management LLC 0.18% Reduce -1.0% 3,517 $309K
Keebeck Wealth Management 0.04% Reduce -22.6% 3,514 $309K
BlackDiamond Wealth Management, LLC 0.19% Reduce -18.4% 3,281 $308K
Wealthspan Partners, LLC 0.15% Reduce -5.3% 3,492 $307K
Bridge Advisory, LLC 0.15% Add +0.6% 3,486 $306K
Sumitomo Mitsui Financial Group, Inc. 0.01% Add +6.1% 3,465 $304K
Legacy Financial Group, Inc. 0.10% New 3,410 $302K
Cassady Schiller Wealth Management, LLC 0.11% No change 3,424 $301K
Caitlin John, LLC 0.19% Add +651.7% 3,172 $300K
Newman Dignan & Sheerar, Inc. 0.07% Reduce -7.7% 3,350 $299K
Clarity Capital Partners LLC 0.18% New 3,401 $299K
Argent Financial Group, Inc. 0.04% — 3,400 $299K
Tyche Wealth Partners LLC 0.07% Add +2.7% 3,399 $298K
Physicians Financial Services, Inc. 0.09% No change 3,393 $298K
Pure Portfolios Holdings LLC 0.11% — 3,392 $298K
Accurate Wealth Management, LLC 0.06% Reduce -9.6% 3,288 $298K
D.B. Root & Company, LLC 0.10% Add +12.2% 3,380 $297K
Highland Capital Management, LLC 0.02% Reduce -52.7% 3,370 $296K
Gainplan LLC 0.14% No change 3,232 $295K
Gradient Capital Advisors, LLC 0.10% Reduce -2.2% 3,355 $295K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -76.0% 3,350 $294K
Quartz Partners, LLC 0.18% — 3,348 $294K
Howard Financial Services, LTD. 0.04% Reduce -4.1% 3,332 $293K
Wetzel Investment Advisors, Inc. 0.15% Reduce -39.1% 3,328 $292K
First Trust Direct Indexing L.P. 0.02% Reduce -18.9% 3,321 $292K
Mason Investment Advisory Services, Inc. 0.02% Add +27.4% 3,316 $291K
MSH Capital Advisors LLC 0.09% Reduce -4.3% 3,311 $291K
Future Financial Wealth Managment LLC 0.21% No change 3,309 $291K
Ally Invest Advisors Inc. 0.03% Add +42.3% 3,305 $290K
Swmg, LLC 0.12% Reduce -19.0% 3,023 $286K
Dynamic Wealth Strategies, LLC 0.23% Reduce -8.9% 3,241 $285K
Obsidian Cio, LLC 0.06% Add +10.2% 3,246 $285K
Fox Hill Wealth Management 0.16% Reduce -0.8% 3,240 $284K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -9.4% 3,236 $284K
GGM Financial LLC 0.24% Add +2.4% 3,226 $283K
PICTET BANK & TRUST Ltd 0.28% No change 3,200 $281K
Simon Quick Advisors, LLC 0.02% Reduce -1.3% 3,196 $281K
Core Wealth Partners LLC 0.17% Add +0.5% 3,196 $281K
Sageworth Trust Co of South Dakota 0.36% No change 3,195 $281K
Patten Group, Inc. 0.06% Reduce -17.9% 3,172 $279K
PBMares Wealth Management LLC 0.06% Add +4.8% 3,167 $278K
Anchor Investment Management, LLC 0.03% Reduce -3.1% 3,160 $277K
Raab & Moskowitz Asset Management LLC 0.07% Reduce -1.5% 3,158 $277K
Austin Private Wealth, LLC 0.03% Add +3.0% 3,147 $276K
Financial Partners Group, Inc 0.04% Reduce -1.6% 3,145 $276K
Compton Wealth Advisory Group, LLC 0.07% Reduce -2.1% 3,145 $276K
Roman Butler Fullerton & Co. 0.08% Reduce -8.1% 3,073 $276K
Financial Perspectives, Inc 0.10% Add +0.8% 3,142 $276K
Ironwood Financial, llc 0.06% New 3,130 $275K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -46.8% 3,127 $275K
Western Pacific Wealth Management, LP 0.18% Add +158.3% 3,100 $272K
Viewpoint Capital Management LLC 0.15% No change 3,120 $272K
Edge Capital Group, LLC 0.01% Reduce -93.5% 3,097 $272K
Centennial Wealth Advisory LLC 0.11% Add +15.4% 3,078 $270K
Acorns Advisers, LLC 0.00% New 3,080 $270K
Rosenberg Matthew Hamilton 0.07% No change 3,048 $268K
Turtle Creek Wealth Advisors, LLC 0.05% Reduce -2.4% 3,036 $267K
Magnolia Capital Management Ltd. 0.21% No change 3,030 $266K
Eldridge Investment Advisors, Inc. 0.06% No change 3,035 $266K
AtlasMark Financial, Inc 0.25% — 3,025 $266K
MBA Advisors LLC 0.13% Add +1.9% 3,009 $264K
Briaud Financial Planning Inc 0.14% No change 3,018 $264K
NDWM LLC 0.22% Add +0.1% 3,001 $264K
Pitcairn Co. 0.02% New 3,000 $263K
First Citizens Financial Corp 0.14% Add +3.0% 2,990 $263K
MKT Advisors LLC 0.12% Add +4.9% 2,891 $262K
NCM Capital Management, LLC 0.13% Reduce -6.3% 2,985 $262K
World Equity Group, Inc. 0.09% Reduce -29.6% 2,984 $262K
Coastwise Capital Group, LLC 0.21% Add +25.4% 2,970 $261K
Aull & Monroe Investment Management Corp 0.12% No change 2,955 $259K
Kraft, Davis & Associates, LLC 0.08% Reduce -84.8% 2,928 $259K
Chapin Davis, Inc. 0.08% Add +4.0% 2,953 $259K
Talisman Wealth Advisors LLC 0.27% Add +5.6% 2,957 $258K
Westmount Partners, LLC 0.08% Add +0.7% 2,934 $258K
ArchPoint Investors 0.09% No change 2,929 $257K
Gryphon Financial Partners LLC 0.04% Reduce -14.0% 2,920 $256K
First Foundation Advisors 0.01% Reduce -30.1% 2,915 $256K
Stratos Investment Management, LLC 0.02% Add +14.8% 2,910 $256K
Garrison Point Advisors, LLC 0.16% No change 2,910 $255K
Monterey Private Wealth, Inc. 0.09% No change 2,909 $255K
ICONIQ Capital, LLC 0.01% Add +0.8% 2,904 $255K
TruWealth Advisors, LLC 0.02% No change 2,901 $255K
Sharp Wealth Advisory, LLC 0.20% No change 2,900 $255K
Johnson Financial Group, Inc. 0.01% Reduce -9.1% 2,897 $254K
Tidemark, LLC 0.10% Reduce -13.6% 2,896 $254K
Childress Capital Advisors, LLC 0.07% No change 2,884 $253K
Summit Financial Strategies, Inc. 0.03% Add +23.6% 2,882 $253K
Maia Wealth LLC 0.06% Add +3.3% 2,793 $251K
Hilltop Partners LLC 0.08% Reduce -5.4% 2,855 $251K
TrinityPoint Wealth, LLC 0.04% Add +1.9% 2,839 $249K
Advisory Resource Group 0.05% Reduce -1.0% 2,834 $249K
Laraway Financial Advisors Inc 0.20% Add +1.6% 2,822 $248K
Alpha Financial Partners LLC 0.18% New 2,819 $247K
Ehrlich Financial Group 0.18% Reduce -66.1% 2,819 $247K
Charter Oak Capital Management, LLC 0.02% Add +14.8% 2,813 $247K
Capstone Financial Advisors, Inc. 0.02% Add +24.4% 2,806 $246K
Heritage Investors Management Corp. 0.01% Reduce -9.7% 2,800 $246K
Diversified Trust Co. 0.01% Reduce -13.7% 2,800 $246K
Sonora Investment Management Group, LLC 0.02% Add +14.9% 2,794 $245K
Salvus Wealth Management, LLC 0.15% New 2,787 $245K
First American Trust, FSB 0.02% New 2,786 $245K
Blue Barn Wealth, LLC 0.13% Add +1.3% 2,785 $245K
Indiana Trust & Investment Management Co 0.08% Add +11.8% 2,784 $244K
Anson Capital, Inc. 0.22% Reduce -4.5% 2,778 $244K
Connecticut Wealth Management, LLC 0.01% Add +4.1% 2,778 $244K
Pursue Wealth Partners LLC 0.13% No change 2,777 $244K
BCS Wealth Management 0.10% Add +6.0% 2,770 $243K
Alexander Randolph Advisory, Inc. 0.21% No change 2,765 $243K
American Financial Advisors, LLC 0.03% Reduce -18.5% 2,759 $242K
Aaron Wealth Advisors LLC 0.03% Add +3.7% 2,755 $242K
Concentric Wealth Management, LLC 0.06% Add +0.1% 2,753 $242K
Retirement Guys Formula LLC 0.11% Add +0.3% 2,748 $241K
Well Done, LLC 0.04% No change 2,742 $241K
Pine Harbor Wealth Management, LLC 0.12% Add +0.5% 2,736 $240K
Callan Family Office, LLC 0.04% New 2,726 $239K
Mill Creek Capital Advisors, LLC 0.01% No change 2,721 $239K
MRA Advisory Group 0.13% Add +10.4% 2,720 $239K
Tempus Wealth Planning, LLC 0.09% Add +4.9% 2,714 $238K
American Money Management, LLC 0.05% Reduce -89.7% 2,711 $238K
Valtinson Bruner Financial Planning LLC 0.08% Add +0.7% 2,710 $238K
Foresight Capital Management Advisors, Inc. 0.14% Add +1.8% 2,700 $237K
Inspire Advisors, LLC 0.03% Add +18.4% 2,688 $236K
My Personal CFO, LLC 0.13% Add +0.3% 2,675 $235K
Avestar Capital, LLC 0.03% Reduce -36.2% 2,669 $234K
Evermay Wealth Management LLC 0.04% Reduce -0.8% 2,669 $234K
CIC Wealth, LLC 0.06% Reduce -0.6% 2,668 $234K
First Heartland Consultants, Inc. 0.03% Reduce -16.0% 2,649 $233K
Van Hulzen Asset Management, LLC 0.02% Reduce -3.2% 2,656 $233K
B&D White Capital Company, LLC 0.04% Reduce -91.9% 2,652 $233K
Clifford Swan Investment Counsel LLC 0.01% Add +6.8% 2,650 $233K
Sharkey, Howes & Javer 0.03% Add +0.8% 2,640 $232K
Commonwealth Financial Services, LLC 0.05% Add +0.2% 2,579 $232K
Cutter & CO Brokerage, Inc. 0.05% Add +0.5% 2,636 $231K
Peterson Wealth Services 0.07% No change 2,627 $231K
Naples Money Management LLC 0.19% Reduce -1.5% 2,615 $230K
Transform Wealth, LLC 0.02% Add +0.5% 2,609 $229K
Dearborn Partners LLC 0.01% No change 2,598 $228K
Arkos Global Advisors 0.03% Reduce -36.6% 2,588 $227K
Grant/GrossMendelsohn, LLC 0.10% Reduce -42.9% 2,547 $224K
LM Advisors LLC 0.05% New 2,544 $223K
Iowa State Bank 0.05% No change 2,539 $223K
Brave Asset Management Inc. 0.06% Reduce -46.4% 2,523 $222K
Measured Wealth Private Client Group, LLC 0.07% Reduce -82.8% 2,517 $221K
Natixis 0.00% Reduce -5.0% 2,506 $220K
Basso Capital Management, L.P. 0.20% Reduce -79.2% 2,505 $220K
Kings Path Partners LLC 0.09% New 2,500 $220K
Tiller Private Wealth, Inc. 0.09% New 2,500 $220K
JSF Financial, LLC 0.06% Reduce -76.5% 2,487 $218K
Benchmark Investment Advisors LLC 0.16% Reduce -7.5% 2,482 $218K
Avantax Planning Partners, Inc. 0.01% Reduce -25.7% 2,471 $217K
Vima LLC 0.44% Reduce -19.8% 2,451 $215K
Capital Square, LLC 0.13% Reduce -12.3% 2,447 $215K
Insight Wealth Partners, LLC 0.13% Reduce -5.0% 2,432 $214K
Elevatus Welath Management 0.07% New 2,432 $214K
Adamsbrown Wealth Consultants LLC 0.07% Reduce -23.4% 2,422 $213K
Strategic Family Wealth Counselors, L.L.C. 0.07% Reduce -6.1% 2,419 $212K
Nicolet Bankshares Inc. 0.04% No change 2,410 $212K
Arlington Capital Management, Inc. 0.17% New 2,400 $211K
Innova Wealth Partners 0.17% Reduce -95.4% 2,400 $211K
STAR Financial Bank 0.14% Reduce -42.8% 2,394 $210K
Arlington Trust Co LLC 0.05% No change 2,391 $210K
Paragon Capital Management Ltd 0.04% No change 2,386 $210K
Belmont Capital, LLC 0.03% Add +454.6% 2,385 $209K
Lakeridge Wealth Management LLC 0.11% Add +1.0% 2,380 $209K
Beaird Harris Wealth Management, LLC 0.02% Add +875.0% 2,379 $209K
Cascade Financial Partners, LLC 0.03% New 2,306 $208K
Hara Capital LLC 0.13% Reduce -62.4% 2,370 $208K
Rockwood Wealth Management, LLC 0.02% New 2,368 $208K
Peninsula Wealth, LLC 0.04% No change 2,295 $207K
Parkside Advisors LLC 0.05% No change 2,355 $207K
Country Trust Bank 0.01% Reduce -8.2% 2,354 $207K
JT Stratford LLC 0.04% New 2,352 $207K
Valley Wealth Managers, Inc. 0.02% Add +1.7% 2,350 $206K
Straight Path Wealth Management 0.09% Add +0.7% 2,349 $206K
Investment Advisory Group, LLC 0.07% No change 2,348 $206K
CGN Advisors LLC 0.02% Reduce -29.8% 2,346 $206K
Sage Capital Management, LLC 0.10% Add +0.5% 2,345 $206K
Solidarity Wealth, LLC 0.06% No change 2,344 $206K
Peak Financial Management, Inc. 0.06% No change 2,340 $205K
Belvedere Trading LLC 0.01% Reduce -86.3% 2,338 $205K
ABLE Financial Group, LLC 0.06% No change 2,336 $205K
Oliver Luxxe Assets LLC 0.04% Reduce -19.9% 2,295 $202K
Stack Financial Management, Inc 0.02% Reduce -2.6% 2,292 $201K
Safeguard Investment Advisory Group, LLC 0.06% Reduce -29.5% 2,292 $201K
Capital Management Associates, Inc 0.08% Add +0.3% 2,285 $201K
KFA Private Wealth Group, LLC 0.10% Add +0.5% 2,284 $201K
Balefire, LLC 0.07% Add +190.5% 2,231 $196K
Amundi 0.00% Reduce -3.8% 2,135 $194K
Hobbs Group Advisors, LLC 0.07% Reduce -61.1% 2,199 $193K
Wellington Shields Capital Management, LLC 0.03% Reduce -93.2% 2,197 $193K
ORG Partners LLC 0.03% Add +110.4% 2,184 $192K
Cordgrass Capital Advisors, LLC 0.05% Reduce -5.3% 2,102 $185K
Pacific Capital Wealth Advisors, Inc. 0.03% No change 2,085 $183K
LRI Investments, LLC 0.02% Add +390.8% 1,924 $183K
Daiwa Securities Group Inc. 0.00% Reduce -1.0% 2,000 $176K
Brown Brothers Harriman & Co. 0.00% Add +2.5% 1,984 $174K
Carolinas Wealth Consulting LLC 0.03% Add +1.8% 1,938 $170K
Coppell Advisory Solutions LLC 0.02% Reduce -12.1% 1,935 $169K
Pin Oak Investment Advisors Inc. 0.15% Add +9.2% 1,900 $166K
Winch Advisory Services, LLC 0.05% Reduce -0.7% 1,871 $164K
Key Financial Inc 0.04% Reduce -60.3% 1,842 $162K
CSS LLC 0.03% Reduce -96.0% 1,802 $158K
NCP Inc. 0.09% Add +17.3% 1,792 $157K
Reston Wealth Management LLC 0.06% New 1,780 $156K
Chilton Capital Management LLC 0.01% Reduce -3.8% 1,746 $153K
NFSG Corp 0.05% Reduce -3.1% 1,737 $152K
Northwest Investment Counselors, LLC 0.03% New 1,714 $150K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,676 $147K
Assetmark, Inc. 0.00% Reduce -99.7% 1,657 $146K
Provident Wealth Management, LLC 0.05% No change 1,605 $141K
Wintrust Investments LLC 0.10% Reduce -89.9% 1,588 $139K
Centerpoint Advisors, LLC 0.05% No change 1,533 $135K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,500 $135K
Operose Advisors LLC 0.04% Add +0.6% 1,529 $134K
Joseph Group Capital Management 0.05% New 1,523 $134K
Planning Capital Management Corp 0.09% Add +72.1% 1,466 $129K
Bangor Savings Bank 0.01% Add +19.9% 1,455 $128K
C M Bidwell & Associates Ltd. 0.08% Add +0.1% 1,447 $127K
Delta Asset Management LLC 0.01% Add +0.7% 1,427 $125K
Wells Financial Advisors INC 0.17% Reduce -1.4% 1,410 $124K
Perritt Capital Management Inc 0.06% Add +0.8% 1,370 $120K
GAMMA Investing LLC 0.01% Add +7.8% 1,364 $120K
Horizon Bancorp Inc. 0.06% No change 1,352 $119K
Harbor Capital Advisors, Inc. 0.01% Reduce -1.8% 1,344 $118K
Glassman Wealth Services 0.02% Add +5.6% 1,327 $116K
West Paces Advisors Inc. 0.03% No change 1,325 $116K
Phillips Financial Management, LLC 0.01% Reduce -9.8% 1,314 $115K
Addison Advisors LLC 0.03% No change 1,271 $112K
Covestor Ltd 0.07% Reduce -2.0% 1,251 $110K
Biltmore Family Office, LLC 0.02% No change 1,250 $110K
Founders Capital Management 0.07% Add +2.2% 1,238 $109K
Ritter Daniher Financial Advisory LLC / DE 0.03% Add +0.8% 1,229 $108K
Compagnie Lombard Odier SCmA 0.00% Reduce -85.3% 1,227 $108K
Tompkins Financial Corp. 0.01% No change 1,200 $105K
Atticus Wealth Management, LLC 0.03% Add +10.8% 1,188 $104K
Oliver Lagore Vanvalin Investment Group 0.03% Reduce -16.1% 1,155 $101K
Garde Capital, Inc. 0.01% No change 1,152 $101K
Beacon Capital Management, LLC 0.01% Add +8.0% 1,135 $100K
Oakworth Capital, Inc. 0.01% Reduce -32.5% 1,127 $99K
WestEnd Advisors, LLC 0.00% Add +13.3% 1,123 $99K
Cranbrook Wealth Management, LLC 0.02% Add +12.5% 1,100 $97K
WealthShield Partners, LLC 0.01% Add +62.0% 1,098 $96K
University of Texas/Texas Am Investment Management Co. 0.02% Reduce -11.3% 1,097 $96K
Duncker Streett & Co. Inc. 0.02% Add +0.1% 1,075 $94K
Tucker Asset Management LLC 0.02% Reduce -29.2% 1,071 $94K
MTM Investment Management, LLC 0.04% Reduce -0.5% 999 $93K
Abound Wealth Management 0.03% No change 1,052 $92K
Banque Cantonale Vaudoise 0.00% Reduce -25.4% 1,047 $92K
Nemes Rush Group LLC 0.01% Add +25.9% 966 $91K
Wormser Freres Gestion 0.05% No change 1,000 $88K
MGB Wealth Management, LLC 0.03% No change 1,000 $88K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +138.8% 991 $87K
CVA Family Office, LLC 0.01% No change 991 $87K
Flaharty Asset Management, LLC 0.01% New 988 $87K
Perkins Coie Trust Co 0.02% No change 971 $85K
Transcendent Capital Group LLC 0.04% No change 965 $85K
Mogy Joel R Investment Counsel Inc. 0.01% New 964 $85K
Ashton Thomas Securities, LLC 0.02% Add +44.5% 938 $82K
Hilltop National Bank 0.02% No change 933 $82K
WFA of San Diego, LLC 0.07% No change 925 $81K
GoalVest Advisory LLC 0.02% Reduce -0.1% 895 $79K
Raffa Wealth Management, LLC 0.02% No change 883 $78K
HighMark Wealth Management LLC 0.04% Add +0.1% 869 $76K
TD Capital Management LLC 0.01% No change 827 $73K
Plante Moran Financial Advisors, LLC 0.01% Add +32.0% 825 $72K
Stone House Investment Management, LLC 0.01% Add +0.9% 811 $71K
Gleason Group, Inc. 0.01% Reduce -3.2% 807 $71K
Hamilton Point Investment Advisors, LLC 0.01% Add +80.7% 806 $71K
Creekmur Asset Management LLC 0.02% Add +2.7% 805 $71K
Integrity Financial Corp 0.04% Reduce -49.9% 803 $71K
Global Trust Asset Management, LLC 0.03% Reduce -35.2% 800 $70K
First United Bank & Trust 0.03% Reduce -17.8% 795 $70K
Howe & Rusling Inc. 0.01% No change 782 $69K
Sound Income Strategies, LLC 0.00% Reduce -75.6% 767 $67K
Earned Wealth Advisors, LLC 0.02% New 761 $67K
Pacific Center for Financial Services 0.02% Add +0.1% 759 $67K
Hazlett, Burt & Watson, Inc. 0.03% No change 760 $66K
Raleigh Capital Management Inc. 0.03% Reduce -23.0% 750 $66K
McIlrath & Eck, LLC 0.01% Reduce -50.5% 742 $65K
Russell Investments Group, Ltd. 0.00% Reduce -6.3% 729 $64K
WFA Asset Management Corp 0.03% Add +0.7% 722 $63K
Continuum Advisory, LLC 0.01% Reduce -64.3% 639 $61K
Olistico Wealth, LLC 0.04% No change 685 $60K
Delos Wealth Advisors, LLC 0.05% Reduce -2.9% 681 $60K
Trust Co. of Vermont 0.00% No change 649 $57K
Colonial Trust Advisors 0.00% Add +0.2% 629 $55K
Park Place Capital Corp 0.02% Reduce -9.7% 618 $54K
Walleye Capital LLC 0.00% New 604 $53K
Smithfield Trust Co 0.00% Add +39.6% 585 $52K
Byrne Asset Management LLC 0.04% Add +0.3% 589 $52K
Atlantic Edge Private Wealth Management, LLC 0.02% Add +28.6% 585 $51K
Townsend Asset Management Corp. /NC/ 0.02% Reduce -1.7% 582 $51K
S.A. Mason LLC 0.03% No change 580 $51K
Bollard Group LLC 0.00% Add +0.3% 568 $50K
First Personal Financial Services 0.01% Add +2445.4% 560 $49K
MCF Advisors LLC 0.00% Add +0.5% 559 $49K
Maryland Capital Advisors Inc. 0.02% No change 544 $48K
Missouri Trust & Investment Co 0.02% Add +20.0% 540 $47K
Washington Growth Strategies LLC 1.76% — 4,282 $46K
Davis Capital Management 0.04% No change 520 $46K
Annapolis Financial Services, LLC 0.01% No change 520 $46K
Marquette Asset Management, LLC 0.01% New 516 $45K
Oarsman Capital, Inc. 0.01% New 506 $44K
Tanglewood Legacy Advisors, LLC 0.02% No change 500 $44K
Elevation Wealth Partners, LLC 0.02% Add +25.0% 500 $44K
Paloma Partners Management Co 0.00% Reduce -99.6% 500 $44K
Barrett & Company, Inc. 0.02% Add +0.2% 482 $42K
Main Street Group, LTD 0.02% Add +39.8% 478 $42K
Clear Point Advisors Inc. 0.03% Add +0.9% 470 $41K
Paladin Advisory Group, LLC 0.03% No change 449 $39K
WR Wealth Planners, LLC 0.01% Add +0.7% 448 $39K
Avion Wealth 0.01% Add +0.2% 454 $39K
JDM Financial Group LLC 0.02% No change 443 $39K
Studio Investment Management LLC 0.01% Add +59.9% 438 $38K
Voisard Asset Management Group, Inc. 0.02% No change 425 $37K
Pineridge Advisors LLC 0.01% Reduce -36.0% 423 $37K
First Community Trust NA 0.03% No change 415 $36K
Guardian Wealth Advisors, LLC / NC 0.00% Add +1.0% 405 $36K
Turim 21 Investimentos Ltda. 0.01% No change 400 $35K
Stephens Consulting, LLC 0.01% No change 377 $33K
Cape Investment Advisory, Inc. 0.01% Reduce -2.6% 376 $33K
PFS Partners, LLC 0.02% Add +0.5% 369 $32K
DHJJ Financial Advisors, Ltd. 0.01% No change 365 $32K
Your Advocates Ltd., LLP 0.01% Add +13.7% 356 $31K
Bare Financial Services, Inc 0.01% No change 352 $31K
Birchbrook, Inc. 0.02% No change 340 $30K
Painted Porch Advisors LLC 0.01% Add +0.3% 336 $30K
Ascentis Wealth Management, LLC 0.01% — 331 $29K
Financial Management Professionals, Inc. 0.00% Reduce -61.8% 336 $29K
M&R Capital Management Inc. 0.01% Add +46.5% 315 $28K
Centennial Bank 0.01% No change 312 $27K
IAG Wealth Partners, LLC 0.01% Reduce -30.9% 309 $27K
Kiely Wealth Advisory Group, Inc. 0.02% No change 278 $26K
Archer Investment Corp 0.01% Add +0.3% 296 $26K
Darwin Wealth Management, LLC 0.01% Reduce -91.8% 292 $26K
Dunhill Financial, LLC 0.01% Add +0.7% 292 $26K
Highline Wealth Partners LLC 0.01% New 290 $25K
FinTrust Capital Advisors, LLC 0.00% Reduce -63.5% 288 $25K
Dagco, Inc. 0.01% Reduce -31.1% 286 $25K
Redmont Wealth Advisors LLC 0.04% No change 274 $24K
Mfa Wealth Advisors, LLC 0.01% Add +61.7% 262 $23K
Hantz Financial Services, Inc. 0.00% Add +2.4% 259 $23K
SIMA Wealth Partners, LLC 0.02% No change 257 $23K
MilWealth Group LLC 0.01% No change 256 $22K
Gilliland Jeter Wealth Management LLC 0.01% No change 250 $22K
SJS Investment Consulting Inc. 0.00% Reduce -41.5% 249 $22K
FSA Wealth Management LLC 0.01% — 245 $21K
Gables Capital Management Inc. 0.01% No change 243 $21K
FWL Investment Management, LLC 0.01% Reduce -96.3% 243 $21K
Legacy Investment Solutions, LLC 0.01% — 225 $21K
Legacy Wealth Managment, LLC 0.01% — 225 $21K
Compass Wealth Management LLC 0.01% No change 240 $21K
Strengthening Families & Communities, LLC 0.01% Add +0.8% 239 $21K
Rise Advisors, LLC 0.01% Add +0.9% 227 $20K
Providence Capital Advisors, LLC 0.00% Add +44.9% 226 $20K
Mark Sheptoff Financial Planning, LLC 0.01% Reduce -27.7% 222 $19K
Iron Horse Wealth Management, LLC 0.01% New 221 $19K
Register Financial Advisors LLC 0.01% No change 218 $19K
Ogorek Anthony Joseph /NY/ 0.01% No change 223 $19K
Element Wealth, LLC 0.01% Add +30.5% 214 $19K
Rakuten Securities, Inc. 0.01% Reduce -43.4% 214 $19K
Asset Dedication, LLC 0.00% No change 205 $18K
West Oak Capital, LLC 0.01% No change 200 $18K
Claris Advisors, LLC / Mo / 0.01% New 200 $18K
Fortitude Family Office, LLC 0.01% New 200 $18K
Strategic Investment Solutions, Inc. 0.01% Reduce -81.0% 200 $18K
Denver PWM, LLC 0.01% Add +1.0% 194 $17K
Roble, Belko & Company, Inc 0.00% No change 190 $17K
Smartleaf Asset Management LLC 0.00% Reduce -45.9% 189 $17K
SOA Wealth Advisors, LLC. 0.00% Add +1.1% 187 $16K
Richard W. Paul & Associates, LLC 0.01% No change 180 $16K
Ameritas Investment Partners, Inc. 0.00% Add +1.1% 180 $16K
Mascoma Wealth Management LLC 0.00% New 175 $15K
Hartford Financial Management Inc. 0.00% No change 173 $15K
Clean Yield Group 0.00% Add +1.2% 165 $14K
RE Dickinson Investment Advisors, LLC 0.01% No change 160 $14K
First PREMIER Bank 0.00% Reduce -92.9% 153 $14K
Hoey Investments, Inc. 0.00% No change 145 $13K
Ballast Advisors LLC 0.00% No change 150 $13K
Morse Asset Management, Inc 0.00% New 144 $13K
LGT Financial Advisors LLC 0.03% Reduce -18.6% 136 $12K
Bogart Wealth, LLC 0.00% Reduce -92.8% 134 $12K
Manchester Capital Management LLC 0.00% Reduce -44.8% 132 $12K
Citizens National Bank Trust Department 0.00% No change 130 $11K
Aspire Private Capital, LLC 0.00% Reduce -0.8% 128 $11K
Steph & Co. 0.00% New 118 $10K
DiNuzzo Private Wealth, Inc. 0.00% No change 114 $10K
United Community Bank 0.00% No change 110 $10K
Slocum, Gordon & Co LLP 0.00% No change 108 $9K
Silicon Valley Capital Partners 0.00% No change 108 $9K
Spectrum Wealth Counsel, LLC 0.00% No change 103 $9K
Sachetta, LLC 0.00% No change 100 $9K
Guardian Wealth Management, Inc. 0.01% Reduce -3.1% 94 $8K
Versant Capital Management, Inc 0.00% Reduce -59.6% 90 $8K
Colonial Trust Co / SC 0.00% Reduce -80.3% 90 $8K
Colony Family Offices, LLC 0.00% New 87 $8K
GHP Investment Advisors, Inc. 0.00% New 86 $8K
TruNorth Capital Management, LLC 0.00% New 85 $7K
Albion Financial Group 0.00% New 81 $7K
HHM Wealth Advisors, LLC 0.00% Reduce -78.1% 80 $7K
Moser Wealth Advisors, LLC 0.00% No change 80 $7K
Pacifica Partners Inc. 0.00% No change 80 $7K
REAP Financial Group, LLC 0.00% Reduce -3.8% 77 $7K
EnRich Financial Partners LLC 0.00% No change 75 $7K
Wagner Wealth Management, LLC 0.00% Reduce -90.4% 72 $6K
Bellevue Asset Management, LLC 0.00% No change 72 $6K
Truvestments Capital LLC 0.00% New 69 $6K
Bank & Trust Co 0.00% No change 67 $6K
CarsonAllaria Wealth Management, Ltd. 0.00% New 65 $6K
Rice Partnership, LLC 0.00% No change 65 $6K
Game Plan Financial Advisors, LLC 0.00% Reduce -99.8% 60 $5K
City State Bank 0.00% Add +100.0% 60 $5K
Foster Dykema Cabot & Partners, LLC 0.00% No change 58 $5K
Eukles Asset Management 0.00% No change 56 $5K
Fairman Group, LLC 0.00% New 52 $5K
Aspect Partners, LLC 0.00% No change 51 $4K
Frazier Financial Advisors, LLC 0.00% Reduce -49.0% 51 $4K
Concord Wealth Partners 0.00% Reduce -8.9% 51 $4K
Summer Road LLC 0.00% No change 50 $4K
Valley National Advisers Inc. 0.00% No change 48 $4K
1620 Investment Advisors, Inc. 0.00% No change 39 $3K
Cornerstone National Bank & Trust Co 0.00% New 39 $3K
Logan Capital Management Inc. 0.00% No change 38 $3K
Macroview Investment Management LLC 0.00% No change 31 $3K
Pingora Partners LLC 0.00% No change 29 $3K
Tower View Wealth Management LLC 0.00% New 27 $2K
Central Pacific Bank - Trust Division 0.00% No change 27 $2K
Oxford Financial Group, LTD. LLC 0.00% Reduce -89.5% 27 $2K
Sanctuary Wealth Management, L.L.C. 0.00% No change 25 $2K
Mb, Levis & Associates, LLC 0.00% No change 25 $2K
Prestige Wealth Management Group LLC 0.00% No change 23 $2K
SYSTM Wealth Solutions LLC 0.06% — 21 $2K
Advanced Asset Management Advisors Inc 0.00% No change 20 $2K
Weaver Capital Management LLC 0.00% New 20 $2K
Carolina Wealth Advisors, LLC 0.00% No change 17 $1K
Coston, McIsaac & Partners 0.00% No change 15 $1K
Valued Wealth Advisors LLC 0.00% No change 11 $933
Financial Gravity Companies, Inc. 0.00% — 7 $615
Asset Management One Co., Ltd. 0.00% New 7 $615
New Republic Capital, LLC 0.00% New 6 $527
AllSquare Wealth Management LLC 0.00% No change 3 $263
Kozak & Associates, Inc. 0.00% No change 2 $174
Friedenthal Financial 0.00% No change 1 $88
Sugarloaf Wealth Management, LLC 0.00% No change 1 $78
Sawyer & Company, Inc 0.00% No change 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.