SS Energy Select SectorXLEETF

13F holders, Q4 2024 (December 31)
1,887holders +134
134new positions
123sold out
8famous investors
$85.67avg. 13F price*

At the end of Q4 2024, 1,887 institutions reported holding SS Energy Select Sector (XLE) in their 13F filings, up 134 from Q3 2024. 134 opened new positions and 123 sold out. The largest holders were Bank of America Corp. ($2.8B), Morgan Stanley ($1.5B) and Wells Fargo & Company ($1.2B). 8 famous investors held it, including Paul Tudor Jones (2.1% of Tudor Investment Corporation's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
SS Energy Select Sector
Filed as
SELECT SECTOR SPDR TR (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions134$381.4M
Exits123$287.2M

All 13F filers, Q3 2024 → Q4 2024: 24,633,531 shares bought and 34,254,279 shares sold, net −9,620,748 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,887 holders

Bank of America Corp. 0.26% Reduce -23.3% 33,225,233 $2.8B
Morgan Stanley 0.11% Add +0.7% 17,825,587 $1.5B
Wells Fargo & Company 0.29% Reduce -4.4% 14,266,374 $1.2B
UBS Group AG 0.18% Add +30.4% 9,458,812 $810.2M
Goldman Sachs Group Inc. 0.15% Add +10.0% 8,882,978 $760.9M
JPMorgan Chase & Co. 0.05% Reduce -4.9% 7,917,749 $678.2M
LPL Financial LLC 0.25% Add +1.4% 7,187,325 $615.7M
BNP Paribas Financial Markets 0.33% Add +49.2% 4,887,568 $418.7M
Ameriprise Financial Inc. 0.09% Reduce -5.5% 3,929,212 $336.7M
Royal Bank of Canada 0.06% Reduce -5.4% 3,357,245 $287.6M
Raymond James Financial Inc. 0.11% — 3,355,536 $287.4M
Hamilton Capital, LLC 21.65% Reduce -1.0% 3,323,652 $284.7M
Envestnet Asset Management Inc. 0.08% Reduce -6.6% 3,014,945 $258.3M
Saudi Central Bank 19.19% No change 2,160,502 $204.2M
Tudor Investment Corporation 2.05% Add +132.9% 2,256,026 $193.3M
Harel Insurance Investments & Financial Services Ltd. 3.04% Reduce -0.0% 2,164,882 $185.4M
Jane Street Group, LLC 0.28% Add +5480.6% 2,002,916 $171.6M
Provida Pension Fund Administrator 2.97% Reduce -25.2% 1,701,614 $145.8M
Cibc World Market Inc. 0.33% Reduce -42.0% 1,648,931 $141.2M
Healthcare of Ontario Pension Plan Trust Fund 0.27% Add +70.6% 1,450,000 $124.2M
Barclays PLC 0.06% Reduce -73.2% 1,384,752 $118.6M
Northern Trust Corp. 0.02% Add +4.3% 1,370,568 $117.4M
Bank of Montreal 0.06% Add +73.6% 1,356,677 $116.2M
Canada Pension Plan Investment Board 0.11% Add +42.1% 1,350,000 $115.6M
Menora Mivtachim Holdings LTD. 0.66% Add +199.2% 1,234,700 $105.8M
Wealthfront Advisers LLC 0.31% Reduce -4.9% 1,234,552 $105.8M
Stifel Financial Corp. 0.11% Reduce -0.7% 1,207,871 $103.5M
HighTower Advisors, LLC 0.14% Add +3.5% 1,169,747 $100.2M
Susquehanna International Group, LLP 0.14% Add +40.0% 1,082,044 $92.7M
Phoenix Financial Ltd. 1.24% Add +4627.8% 1,057,760 $90.6M
TD Asset Management Inc 0.08% Reduce -0.2% 1,038,767 $89.0M
Commonwealth Equity Services, LLC 0.13% Reduce -1.4% 1,031,964 $88.4M
Citigroup Inc. 0.08% Add +48.0% 939,133 $80.4M
Balyasny Asset Management L.P. 0.19% Add +98.3% 929,568 $79.6M
Cetera Investment Advisers 0.16% Reduce -3.8% 915,183 $78.4M
Osaic Holdings, Inc. 0.17% Add +3.7% 859,196 $73.6M
D. E. Shaw & Co. 0.09% New 839,638 $71.9M
PNC Financial Services Group, Inc. 0.05% Add +2.1% 788,363 $67.5M
RiverFront Investment Group, LLC 1.52% Add +3.3% 780,809 $66.9M
Charles Schwab Investment Management Inc. 0.01% Add +245.4% 750,673 $64.3M
Corient Private Wealth LP 0.10% Add +11.6% 762,453 $61.4M
Cambridge Investment Research Advisors, Inc. 0.20% Add +34.4% 711,606 $61.0M
J.Safra Asset Management Corp 4.75% Add +174.1% 691,163 $58.4M
Squarepoint Ops LLC 0.15% Reduce -34.9% 677,309 $58.0M
Dynasty Wealth Management, LLC 0.99% New 666,888 $57.1M
Rockefeller Capital Management L.P. 0.15% Reduce -5.5% 664,557 $56.9M
MML Investors Services, LLC 0.20% Add +16.8% 663,916 $56.9M
Baird Financial Group, Inc. 0.10% Reduce -9.8% 629,946 $54.0M
Janney Montgomery Scott LLC 0.14% Reduce -2.9% 599,963 $51.4M
Quotient Wealth Partners, LLC 1.67% Add +5.5% 595,248 $51.0M
Truist Financial Corp. 0.08% Reduce -7.0% 589,768 $50.5M
Agf Management Ltd. 0.25% Reduce -4.7% 589,107 $50.5M
Richard Bernstein Advisors LLC 1.12% Reduce -4.9% 577,360 $49.5M
EP Wealth Advisors, LLC 0.39% Add +0.9% 559,998 $48.0M
Private Advisor Group, LLC 0.25% Reduce -12.9% 525,151 $45.0M
BlackRock, Inc. 0.00% Reduce -19.6% 521,732 $44.7M
Marshall Wace, LLP 0.06% Add +265.8% 507,536 $43.5M
Capital Fund Management S.A. 0.43% Add +11.4% 502,486 $43.0M
US Bancorp \de 0.06% Reduce -12.4% 495,181 $42.4M
CW Advisors, LLC 0.57% Reduce -1.0% 487,670 $41.8M
Fifth Third Bancorp 0.15% Reduce -3.9% 474,190 $40.6M
PGIM Custom Harvest LLC 0.77% Reduce -22.4% 459,781 $39.4M
Focus Partners Wealth 0.10% Add +107.1% 453,447 $38.8M
Signature Estate & Investment Advisors LLC 0.96% Add +5.5% 446,320 $38.2M
Tocqueville Asset Management L.P. 0.59% Add +2.5% 439,145 $37.6M
Alps Advisors Inc. 0.24% Add +9.5% 436,605 $37.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.22% Add +108.8% 432,201 $37.0M
Millennium Management 0.03% Add +52.1% 431,667 $37.0M
Exchange Traded Concepts, LLC 0.72% Reduce -54.8% 415,557 $35.6M
Equitable Trust Co. 1.93% New 403,939 $34.6M
Municipal Employees' Retirement System of Michigan 0.46% Add +26.1% 392,435 $33.6M
Cerity Partners LLC 0.07% Add +8.7% 378,751 $32.5M
HSBC Holdings PLC 0.02% Add +110.3% 367,757 $31.5M
Cwm, LLC 0.13% Add +20.3% 366,886 $31.4M
Clal Insurance Enterprises Holdings Ltd 0.28% Reduce -79.9% 366,525 $31.4M
Forbes J M & Co. LLP 3.00% Add +0.4% 363,324 $31.1M
KCM Investment Advisors LLC 1.05% Reduce -0.5% 353,456 $30.3M
Allen Investment Management, LLC 0.35% Add +126.2% 352,378 $30.2M
Thrivent Financial for Lutherans 0.06% Add +9.6% 336,286 $30.0M
GenTrust, LLC 1.30% Reduce -5.3% 349,252 $29.9M
Blue Chip Partners, LLC 2.50% Reduce -2.4% 339,507 $29.1M
Nan Shan Life Insurance Co., Ltd. 0.68% Reduce -6.7% 330,705 $28.3M
Sanctuary Advisors, LLC 0.18% Reduce -5.9% 310,493 $28.0M
Affinity Wealth Management LLC 4.96% Add +0.6% 326,418 $28.0M
Meiji Yasuda Life Insurance Co 0.50% No change 310,260 $26.6M
Crestwood Advisors Group, LLC 0.50% Reduce -4.1% 310,057 $26.6M
Modern Wealth Management, LLC 0.96% Add +1992.5% 300,812 $25.8M
WNY Asset Management, LLC 3.18% Add +149.1% 299,004 $25.6M
Brown Advisory Inc. 0.03% Add +39.1% 291,283 $25.0M
Quadrature Capital Ltd 0.49% New 285,764 $24.5M
Factory Mutual Insurance Co. 0.26% Reduce -36.9% 276,600 $23.7M
UNIVEST FINANCIAL Corp 1.48% Reduce -1.3% 273,159 $23.4M
Peapack Gladstone Financial Corp. 0.34% Reduce -1.0% 272,061 $23.3M
Cresset Asset Management, LLC 0.11% Reduce -7.9% 267,011 $22.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.66% Reduce -26.6% 266,214 $22.8M
Kestra Advisory Services, LLC 0.12% Add +8.1% 257,581 $22.1M
Appleton Partners Inc. 1.62% Add +1.1% 256,413 $22.0M
Franklin Resources Inc. 0.01% Reduce -0.4% 254,868 $21.8M
CoreCap Advisors, LLC 0.99% Add +14.1% 253,828 $21.7M
Citadel Advisors 0.02% Reduce -79.9% 252,115 $21.6M
Cantor Fitzgerald, L. P. 0.82% New 250,000 $21.4M
Steward Partners Investment Advisory, LLC 0.19% Add +12.6% 244,982 $21.0M
Capital Analysts, LLC 0.83% Add +1.1% 242,388 $20.8M
Mariner, LLC 0.03% Reduce -4.2% 239,485 $20.5M
Beacon Pointe Advisors, LLC 0.22% Reduce -3.4% 231,047 $19.8M
GTS Securities LLC 0.95% Add +29.0% 228,653 $19.6M
Ferguson Wellman Capital Management, Inc. 0.37% Reduce -0.9% 226,599 $19.4M
Wealth Enhancement Advisory Services, LLC 0.04% Add +45.8% 225,702 $19.3M
Avantax Advisory Services, Inc. 0.12% Add +6.2% 221,825 $19.0M
Alliancebernstein L.P. 0.01% Add +253.9% 221,092 $18.9M
&partners 0.22% Add +73.6% 212,432 $18.6M
Captrust Financial Advisors 0.05% Reduce -5.6% 214,687 $18.4M
Pathstone Holdings, LLC 0.08% Add +14.6% 212,824 $18.3M
Trust Asset Management LLC 1.42% No change 212,622 $18.2M
Unisphere Establishment 0.16% Reduce -19.2% 211,000 $18.1M
Lee Financial Co 2.52% Add +1.1% 208,775 $17.9M
Enclave Advisors LLC 2.94% Reduce -13.0% 208,504 $17.9M
Creative Planning 0.02% Add +7.5% 202,086 $17.3M
W.G. Shaheen & Associates DBA Whitney & Co 1.80% Add +0.8% 200,402 $17.2M
Resonant Capital Advisors, LLC 1.21% Add +1.4% 193,508 $16.6M
Granger Management LLC 3.71% Reduce -25.2% 190,773 $16.3M
Stratos Wealth Advisors, LLC 0.76% Add +8.2% 186,108 $15.9M
B & T Capital Management DBA Alpha Capital Management 2.92% Add +2.7% 185,837 $15.9M
SP Asset Management LLC 1.32% Add +0.8% 183,821 $15.7M
Wellington Management Group LLP 0.00% Add +3486.1% 183,466 $15.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.45% Add +2.1% 183,219 $15.7M
Black Swift Group, LLC 3.31% Reduce -3.3% 181,982 $15.6M
Benjamin Edwards Inc. 0.22% Add +1.1% 181,410 $15.5M
Mercer Global Advisors Inc. 0.04% Reduce -39.0% 180,365 $15.5M
Integrated Wealth Concepts LLC 0.18% Reduce -11.4% 178,489 $15.3M
Janney Capital Management LLC 1.01% Reduce -4.2% 178,166 $15.3M
Full Sail Capital, LLC 0.96% Reduce -4.6% 175,503 $15.0M
Lebenthal Global Advisors, LLC 2.71% Add +7.2% 173,339 $14.8M
Independent Financial Group, LLC 0.49% Reduce -6.4% 172,385 $14.8M
WINTON GROUP Ltd 0.97% New 170,726 $14.6M
NewEdge Advisors, LLC 0.09% Add +7.3% 170,505 $14.6M
Swan Global Investments, LLC 0.70% Reduce -12.6% 169,329 $14.5M
Blume Capital Management, Inc. 3.18% Reduce -0.7% 165,148 $14.1M
State Street Corp. 0.00% Reduce -3.8% 163,562 $14.0M
Prudent Investors Network, Inc. 4.06% Add +7.1% 161,825 $13.9M
Cercano Management LLC 0.35% No change 159,810 $13.7M
AE Wealth Management LLC 0.12% Add +21.4% 158,605 $13.6M
MAI Capital Management 0.10% Add +29.9% 156,916 $13.4M
Atria Investments, Inc 0.17% Add +6.0% 155,956 $13.4M
First Interstate Bank 0.80% Reduce -0.8% 154,908 $13.3M
Verition Fund Management LLC 0.07% Add +125.4% 153,363 $13.1M
Blair William & Co. 0.04% Add +2.4% 152,429 $13.1M
Dakota Wealth Management 0.30% Reduce -0.6% 151,898 $13.0M
Pittenger & Anderson Inc. 0.47% Add +0.2% 150,474 $12.9M
Scotia Capital Inc. 0.07% Reduce -3.1% 147,364 $12.6M
Atria Wealth Solutions, Inc. 0.14% Reduce -10.7% 145,456 $12.5M
Virtu Financial LLC 0.66% Add +289.2% 144,346 $12.4M
Money Design Co.,Ltd. 0.62% Reduce -4.2% 143,283 $12.1M
Walleye Trading LLC 0.24% New 140,949 $12.1M
Wilmington Savings Fund Society, FSB 0.21% Add +8.1% 138,556 $11.9M
Madison Asset Management, LLC 0.13% Reduce -36.7% 137,780 $11.8M
Madison Investment Advisors, LLC 0.13% — 137,780 $11.8M
Condire Management, LP 1.70% Reduce -86.3% 136,911 $11.7M
Lombard Odier Asset Management (USA) Corp 5.04% Add +193.5% 135,000 $11.6M
Ethos Financial Group, LLC 1.51% Add +11.1% 134,335 $11.5M
Toronto Dominion Bank 0.02% Reduce -51.0% 133,749 $11.5M
Advisory Services Network, LLC 0.21% Add +3.5% 132,911 $11.4M
Angeles Investment Advisors, LLC 0.54% New 132,000 $11.3M
Aveo Capital Partners, LLC 1.24% Reduce -0.4% 131,830 $11.3M
Keybank National Association 0.04% Add +8.3% 130,826 $11.2M
Van Eck Associates Corp. 0.01% Add +23.0% 130,813 $11.2M
Independent Advisor Alliance 0.15% New 130,054 $11.1M
Advisory Alpha, LLC 0.40% Reduce -38.9% 129,809 $11.1M
Armstrong Advisory Group, Inc. 0.89% Add +3.0% 129,797 $11.1M
Comerica Bank 0.04% Add +3.8% 129,482 $11.1M
Prudential Financial Inc. 0.01% Reduce -62.2% 127,095 $10.9M
Solitude Financial Services 4.75% Reduce -1.6% 126,769 $10.9M
Fielder Capital Group LLC 3.38% Add +2.6% 126,755 $10.9M
Cumberland Advisors Inc. 4.25% Reduce -0.8% 124,342 $10.7M
Moore Capital Management, LP 0.21% New 122,543 $10.5M
Clarity Financial LLC 1.24% Add +6.0% 120,773 $10.3M
Ashton Thomas Private Wealth, LLC 0.40% Add +72.0% 118,497 $10.2M
LS Investment Advisors, LLC 1.48% Reduce -3.4% 118,215 $10.1M
Cerity Partners OCIO LLC 0.67% No change 117,719 $10.1M
D L Carlson Investment Group Inc. 1.79% Reduce -0.4% 117,551 $10.1M
Merit Financial Group, LLC 0.18% Add +0.1% 115,046 $9.9M
NTV Asset Management LLC 1.29% Reduce -1.2% 114,560 $9.8M
Equitable Holdings, Inc. 0.09% Reduce -52.4% 114,086 $9.8M
Capital Insight Partners, LLC 1.69% Add +5.0% 113,993 $9.8M
Itau Unibanco Holding S.A. 0.30% New 113,739 $9.7M
Northeast Planning Associates, Inc. / NH / 10.04% — 113,223 $9.7M
Chemung Canal Trust Co. 2.01% Reduce -29.8% 112,497 $9.6M
CreativeOne Wealth, LLC 0.30% Add +51.1% 112,482 $9.6M
AlTi Global, Inc. 0.23% Reduce -3.1% 104,258 $9.6M
Financial Advocates Investment Management 0.55% Add +5.2% 111,831 $9.6M
Park Avenue Securities LLC 0.10% Add +5.0% 110,872 $9.5M
Evoke Wealth, LLC 0.26% Reduce -4.4% 110,545 $9.5M
Jones Financial Companies LLLP 0.01% Add +127.0% 110,339 $9.5M
Spire Wealth Management 0.29% Add +5.5% 109,477 $9.4M
Fiduciary Group, LLC 0.93% Reduce -2.3% 108,317 $9.3M
DRW Securities, LLC 0.62% Add +494.0% 107,397 $9.2M
Sowell Financial Services LLC 0.48% Add +7.8% 107,323 $9.2M
Vickerman Investment Advisors, Inc. 2.49% Add +0.3% 107,074 $9.2M
Busey Bank 0.30% Reduce -3.7% 107,031 $9.2M
Crescent Grove Advisors, LLC 0.90% Add +13.5% 105,638 $9.0M
Steele Capital Management, Inc. 0.47% Add +7.8% 105,158 $9.0M
Howland Capital Management LLC 0.39% Add +71.2% 104,932 $9.0M
Fisher Asset Management 0.00% Reduce -0.3% 103,891 $8.9M
Eisler Capital Management Ltd. 0.29% — 101,734 $8.8M
Vestcor Inc 0.29% No change 102,800 $8.8M
Buska Wealth Management, LLC 2.81% Add +9.4% 102,565 $8.8M
Meitav Investment House Ltd. 0.15% Add +42.8% 102,488 $8.8M
GW Henssler & Associates Ltd. 0.50% No change 99,658 $8.7M
Alerus Financial NA 0.67% Add +10.9% 101,873 $8.7M
Baker Avenue Asset Management, LP 0.27% Add +0.2% 101,389 $8.7M
J. Goldman & Co LP 0.30% Add +304.3% 100,053 $8.6M
Fortis Group Advisors, LLC 1.58% Add +12.7% 99,094 $8.5M
Evolution Wealth Advisors, LLC 1.40% Add +27.2% 97,886 $8.4M
Lyell Wealth Management, LP 0.75% Reduce -5.2% 97,606 $8.4M
Biltmore Wealth Management, LLC 3.45% Add +0.8% 96,845 $8.3M
Mgo One Seven LLC 0.32% Add +21.5% 95,766 $8.2M
Whitcomb & Hess, Inc. 2.53% Add +0.3% 95,660 $8.2M
SG Americas Securities, LLC 0.04% Reduce -25.8% 95,261 $8.2M
Carnegie Investment Counsel 0.23% Add +12.3% 95,197 $8.2M
Bryn Mawr Trust Advisors, LLC 0.44% Reduce -0.4% 94,779 $8.1M
Capital Investment Advisors, LLC 0.16% Reduce -5.0% 94,340 $8.1M
Credit Industriel Et Commercial 2.88% — 94,323 $8.1M
Fourpath Capital Management, LLC 1.50% Add +5.7% 94,269 $8.1M
Old National Bancorp 0.19% Add +2.8% 94,263 $8.1M
Arkadios Wealth Advisors 0.44% Add +5.8% 93,819 $8.0M
111 Capital 1.68% — 93,629 $8.0M
WBH Advisory Inc. 0.74% Reduce -6.2% 93,028 $8.0M
D.A. Davidson & Co. 0.06% Reduce -8.6% 93,007 $8.0M
Parallel Advisors, LLC 0.18% Reduce -3.8% 92,712 $7.9M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -41.0% 92,655 $7.9M
Diversify Advisory Services, LLC 0.44% Reduce -3.0% 89,632 $7.9M
Fagan Associates, Inc. 1.23% Reduce -1.3% 90,375 $7.7M
Sig Brokerage, LP 3.62% — 90,139 $7.7M
Journey Strategic Wealth LLC 0.29% Add +21.4% 90,057 $7.7M
U.S. Capital Wealth Advisors, LLC 0.24% Reduce -45.8% 89,869 $7.7M
Toth Financial Advisory Corp. 0.90% Add +1.9% 89,652 $7.7M
Blue Trust, Inc. 0.10% Add +4.3% 89,060 $7.6M
Concentric Capital Strategies, LP 0.48% Reduce -44.6% 88,848 $7.6M
Fiducient Advisors LLC 0.93% No change 87,838 $7.5M
Bar Harbor Wealth Management 0.49% Add +1.1% 87,344 $7.5M
Novare Capital Management LLC 0.62% Reduce -3.5% 86,378 $7.4M
Vontobel Holding Ltd. 0.03% Add +13.8% 86,188 $7.4M
Robertson Stephens Wealth Management, LLC 0.26% Add +139.3% 85,932 $7.4M
Gladstone Institutional Advisory LLC 0.34% Reduce -33.8% 85,543 $7.3M
Oppenheimer & Co. Inc. 0.11% Reduce -24.6% 84,479 $7.2M
Composition Wealth, LLC 0.15% Reduce -76.0% 84,048 $7.2M
Vestor Capital, LLC 0.55% Reduce -1.1% 83,432 $7.1M
Cornerstone Advisors, LLC 0.28% Reduce -52.4% 83,000 $7.1M
Fifth Third Securities, Inc. 0.60% Reduce -1.6% 82,292 $7.0M
Jefferies Financial Group Inc. 0.08% Reduce -20.1% 82,038 $7.0M
Valmark Advisers, Inc. 0.11% Add +7.8% 81,932 $7.0M
Econ Financial Services Corp 3.98% New 81,077 $6.9M
Trek Financial, LLC 0.52% Reduce -5.7% 80,667 $6.9M
Aft, Forsyth & Sober, LLC 2.24% Reduce -0.1% 80,575 $6.9M
Falcon Wealth Planning 0.77% Add +0.1% 80,374 $6.9M
Lido Advisors, LLC 0.04% Add +6.4% 80,335 $6.9M
Financial Freedom, LLC 3.63% Add +0.7% 80,276 $6.9M
Three Seasons Wealth, LLC 3.35% New 80,254 $6.9M
Thomasville National Bank 0.49% Reduce -1.3% 80,057 $6.9M
M&T Bank Corp 0.02% Reduce -3.9% 79,453 $6.8M
SOL Capital Management CO 0.75% Reduce -5.3% 79,000 $6.8M
Jump Financial, LLC 0.15% Add +78.9% 78,783 $6.7M
Warwick Investment Management, Inc. 1.39% Add +0.6% 78,648 $6.7M
Scarborough Advisors, LLC 0.95% Reduce -0.6% 78,523 $6.7M
McKinley Carter Wealth Services, Inc. 0.41% Add +13.8% 78,095 $6.7M
Concourse Financial Group Securities, Inc. 0.38% Reduce -3.9% 72,311 $6.6M
Skylands Capital, LLC 0.93% Reduce -1.1% 77,450 $6.6M
Glenmede Trust Co. NA 0.03% Reduce -1.3% 77,369 $6.6M
Ameritas Advisory Services, LLC 0.23% Reduce -25.3% 77,342 $6.6M
Cadence Wealth Management LLC 4.38% Add +2.3% 77,267 $6.6M
Hollow Brook Wealth Management LLC 2.02% No change 76,948 $6.6M
Ted Buchan & Co 3.11% Reduce 0.0% 77,026 $6.6M
Stillwater Capital Advisors, LLC 0.81% Add +4.5% 76,510 $6.6M
Lake Hills Wealth Management, LLC 4.46% Add +8.6% 76,262 $6.5M
IFP Advisors, Inc 0.21% Add +3.6% 76,093 $6.5M
Aptus Capital Advisors, LLC 0.08% Add +7.1% 76,085 $6.5M
Corecam Pte. Ltd. 3.53% Add +16.0% 75,961 $6.5M
Turn8 Private Wealth Inc. 4.64% — 75,955 $6.5M
Mutual Advisors, LLC 0.19% Reduce -21.4% 69,418 $6.5M
Pinnacle Associates Ltd. 0.09% Reduce -8.9% 75,276 $6.4M
Commerce Bank 0.04% Add +7.5% 75,167 $6.4M
Oliver Lagore Vanvalin Investment Group 1.64% Add +6371.8% 74,749 $6.4M
Mirador Capital Partners LP 1.16% Reduce -0.4% 74,646 $6.4M
Integrated Advisors Network LLC 0.30% Add +0.2% 74,144 $6.4M
Long Run Wealth Advisors, LLC 1.52% Add +4.0% 74,038 $6.3M
Act Wealth Management, LLC 2.96% Add +2.7% 73,796 $6.3M
Evergreen Capital Management LLC 0.21% Reduce -0.3% 73,585 $6.3M
Founders Financial Alliance, LLC 1.73% Reduce -11.3% 73,276 $6.3M
Matrix Private Capital Group LLC 3.57% Reduce -2.8% 73,128 $6.3M
Gunma Bank,Ltd. 2.06% Reduce -2.7% 73,000 $6.3M
Edmond DE Rothschild Holding S.A. 0.11% Add +0.3% 72,653 $6.2M
Krilogy Financial LLC 0.41% Add +7.4% 72,550 $6.2M
Graypoint LLC 0.37% Add +22.2% 70,571 $6.0M
HRT Financial LP 0.03% New 70,130 $6.0M
Wealthcare Advisory Partners LLC 0.17% Add +8.9% 69,979 $6.0M
Proquility Private Wealth Partners, LLC 1.93% Reduce -6.9% 69,824 $6.0M
EHP Funds Inc. 6.13% New 69,300 $5.9M
B. Riley Wealth Advisors, Inc. 0.19% Reduce -10.5% 69,228 $5.9M
Sigma Planning Corp 0.19% Reduce -5.4% 69,009 $5.9M
Focus Financial Network, Inc. 0.23% Add +20.8% 68,880 $5.9M
Summit Financial, LLC 0.21% Reduce -1.9% 68,818 $5.9M
Concurrent Investment Advisors, LLC 0.16% Add +18.2% 67,838 $5.8M
FMR LLC 0.00% Add +17.0% 67,129 $5.8M
Almanack Investment Partners, LLC. 0.88% Add +4.0% 66,845 $5.7M
Capstone Investment Advisors, LLC 0.07% Add +640.0% 66,825 $5.7M
Kestra Private Wealth Services, LLC 0.10% Add +6.1% 66,458 $5.7M
Ami Investment Management Inc. 1.84% Add +12.8% 66,278 $5.7M
King Wealth Management Group 0.83% Add +5.9% 66,119 $5.7M
Synovus Financial Corp. 0.07% Reduce -27.3% 64,809 $5.6M
Financial Guidance Group, Inc. 3.04% Reduce -2.1% 64,790 $5.5M
Donaldson Capital Management, LLC 0.21% Add +0.4% 64,770 $5.5M
Investors Research Corp 1.22% Reduce -0.1% 64,755 $5.5M
Magnus Financial Group LLC 0.53% Add +3.3% 64,060 $5.5M
Ancora Advisors LLC 0.12% Add +9.1% 62,612 $5.4M
Perigon Wealth Management, LLC 0.13% Add +103.9% 57,026 $5.3M
PEAK6 LLC 0.21% — 61,918 $5.3M
Transcend Capital Advisors, LLC 0.38% Reduce -6.0% 61,874 $5.3M
HB Wealth Management, LLC 0.05% Add +389.3% 61,660 $5.3M
Menlo Advisors LLC 2.69% Reduce -8.6% 61,575 $5.3M
Parsons Capital Management Inc. 0.29% Reduce -10.2% 61,377 $5.3M
Capital Advisors, Ltd. LLC 0.66% Reduce -1.2% 61,357 $5.3M
Neuberger Berman Group LLC 0.00% Reduce -14.3% 60,968 $5.2M
NewEdge Wealth, LLC 0.09% Reduce -8.5% 60,159 $5.2M
Jupiter Wealth Management LLC 2.58% Reduce -1.9% 60,059 $5.1M
Cypress Capital Group 0.63% Add +2.6% 59,858 $5.1M
Flagship Harbor Advisors, LLC 0.27% Reduce -77.8% 59,616 $5.1M
Oppenheimer Asset Management Inc. 0.06% Add +10.9% 59,600 $5.1M
Castellan Group 2.21% Reduce -2.0% 59,555 $5.1M
Snowden Capital Advisors LLC 0.16% Reduce -11.4% 59,288 $5.1M
WealthCare Investment Partners, LLC 2.20% Reduce -3.7% 58,314 $5.1M
Bank of New York Mellon Corp 0.00% Reduce -81.8% 58,985 $5.1M
Stratos Wealth Partners, LTD. 0.07% Reduce -19.9% 58,473 $5.0M
WESPAC Advisors SoCal, LLC 1.13% Reduce -6.3% 58,348 $5.0M
Landscape Capital Management, L.L.C. 0.53% Reduce -42.9% 58,034 $5.0M
Twin Tree Management, LP 0.12% Add +1156.3% 57,486 $4.9M
Crumly & Associates Inc. 1.34% Reduce -0.2% 57,464 $4.9M
Roundview Capital LLC 0.34% Reduce -1.4% 57,337 $4.9M
Belpointe Asset Management LLC 0.29% Reduce -3.8% 53,363 $4.9M
IHT Wealth Management, LLC 0.16% Add +1.9% 56,793 $4.9M
Wedbush Securities Inc. 0.17% Add +0.7% 56,592 $4.8M
Harbour Investments, Inc. 0.14% Add +11.4% 56,585 $4.8M
Capital Advisors Wealth Management, LLC 0.86% Add +1.2% 56,301 $4.8M
Tamar Securities, LLC 0.66% Add +3.0% 56,134 $4.8M
Courier Capital LLC 0.33% Reduce -1.6% 55,971 $4.8M
Private Wealth Advisors, LLC 2.09% Reduce -1.0% 55,956 $4.8M
HMS Capital Management, LLC 2.32% Reduce -0.8% 55,939 $4.8M
J.W. Cole Advisors, Inc. 0.19% Reduce -13.8% 55,869 $4.8M
Canton Hathaway, LLC 1.20% Add +8.8% 55,834 $4.8M
Affinity Capital Advisors, LLC 0.90% Add +13.1% 54,300 $4.8M
AlphaMark Advisors, LLC 2.07% Add +5.7% 55,712 $4.8M
Western Wealth Management, LLC 0.26% Reduce -5.5% 55,650 $4.8M
Pekin Hardy Strauss, Inc. 0.60% Reduce -3.3% 55,400 $4.7M
Creative Financial Designs Inc. 0.38% Reduce -1.0% 54,850 $4.7M
IMZ Advisory Inc 2.14% Reduce -13.8% 54,648 $4.7M
Geneos Wealth Management Inc. 0.16% Reduce -37.7% 54,619 $4.7M
Ausdal Financial Partners, Inc. 0.40% Add +0.1% 54,395 $4.7M
Northeast Financial Consultants Inc 0.20% Reduce -7.2% 54,022 $4.6M
5th Street Advisors, LLC 2.41% Add +1.7% 54,009 $4.6M
Round Rock Advisors LLC 0.94% Add +2.0% 53,406 $4.6M
Hilltop Holdings Inc. 0.29% Add +46.9% 52,972 $4.5M
Van Strum & Towne Inc. 1.59% Add +0.1% 52,740 $4.5M
Prospera Financial Services Inc 0.10% Add +0.8% 52,510 $4.5M
Associated Banc-Corp 0.14% Reduce -4.9% 52,422 $4.5M
Credit Agricole S A 0.02% Add +178.3% 52,180 $4.5M
Pinnacle Financial Partners Inc 0.09% Add +82.8% 52,126 $4.5M
Petix & Botte Co 1.17% Reduce -22.6% 51,948 $4.4M
Segment Wealth Management, LLC 0.30% Reduce -1.1% 51,671 $4.4M
Confluence Investment Management LLC 0.06% Add +9.7% 51,642 $4.4M
Jmac Enterprises LLC 0.69% Add +7.8% 51,365 $4.4M
Eaton Financial Holdings Company, LLC 1.69% Add +1.3% 51,301 $4.4M
National Bank of Canada 0.01% Reduce -22.7% 51,280 $4.4M
Boston Research & Management Inc. 1.06% Add +6.1% 50,886 $4.4M
One Wealth Map LLC 2.64% Reduce -2.4% 47,871 $4.4M
Meritage Portfolio Management 0.27% New 50,812 $4.4M
High Note Wealth, LLC 1.13% Reduce -18.6% 50,736 $4.3M
Great Valley Advisor Group, Inc. 0.10% Reduce -4.2% 50,549 $4.3M
Meridian Wealth Management, LLC 0.21% Reduce -2.7% 50,512 $4.3M
Wealthspire Advisors, LLC 0.04% Reduce -18.0% 50,405 $4.3M
Atlantic Private Wealth, LLC 3.24% Add +0.2% 50,208 $4.3M
Bleakley Financial Group, LLC 0.13% Add +1.4% 50,109 $4.3M
Ironwood Wealth Management, Inc. 2.12% Add +1.7% 48,510 $4.3M
Orion Porfolio Solutions, LLC 0.04% Add +11.5% 49,914 $4.3M
Orion Portfolio Solutions, LLC 0.04% Add +11.5% 49,914 $4.3M
Lowe Brockenbrough & Co. Inc. 0.27% Add +41.2% 49,533 $4.2M
Hall Capital Management Co. Inc. 1.96% — 49,166 $4.2M
Visionary Wealth Advisors 0.25% Reduce -24.1% 48,958 $4.2M
Jennison Associates LLC 0.00% Add +33.7% 48,629 $4.2M
Rockland Trust Co. 0.21% Add +41.0% 48,567 $4.2M
NWF Advisory Services Inc. 0.61% Reduce -4.6% 48,497 $4.2M
Johnson Investment Counsel Inc. 0.04% Add +0.9% 48,387 $4.1M
Variant Private Wealth, LLC 3.93% — 48,093 $4.1M
Anderson Hoagland & Co. 0.42% Add +0.4% 43,661 $4.1M
Wellspring Financial Advisors, LLC 0.43% Add +5395.7% 230,326 $4.1M
Herbst Group, LLC 2.52% Reduce -3.9% 47,243 $4.0M
Stephens Inc. 0.06% Add +7.1% 47,109 $4.0M
Great Lakes Advisors, LLC 0.03% Reduce -5.9% 47,067 $4.0M
Paloma Partners Management Co 0.37% Add +9271.4% 46,857 $4.0M
Insigneo Advisory Services, LLC 0.41% Reduce -3.6% 46,770 $4.0M
Matrix Trust Co 0.69% Reduce -11.3% 46,234 $4.0M
Sanders Morris Harris LLC 0.59% New 46,172 $4.0M
NorthCrest Asset Manangement, LLC 0.12% Add +1.4% 46,087 $3.9M
Polymer Capital Management (HK) LTD 0.69% New 46,086 $3.9M
Sequoia Financial Advisors, LLC 0.04% Add +8.2% 45,690 $3.9M
Regal Investment Advisors LLC 0.29% Add +7.6% 45,607 $3.9M
OneAscent Family Office, LLC 7.06% — 45,372 $3.9M
Allred Capital Management, LLC 1.50% Reduce -1.2% 45,327 $3.9M
CENTRAL TRUST Co 0.09% Add +20.9% 45,209 $3.9M
FOCUS Wealth Advisors, LLC 2.05% Add +0.3% 45,171 $3.9M
Fiduciary Trust Co 0.05% Add +2.3% 44,957 $3.9M
Sigma Investment Counselors Inc. 0.22% Reduce -0.4% 44,724 $3.8M
First Merchants Corp. 0.15% Add +20.3% 44,563 $3.8M
LMR Partners LLP 0.09% New 44,420 $3.8M
Centiva Capital, LP 0.14% Add +82.5% 44,322 $3.8M
BOS Asset Management, LLC 1.36% Reduce -3.3% 44,221 $3.8M
Rothschild Capital Partners, LLC 0.92% Reduce -1.8% 44,062 $3.8M
UMB Bank, n.a. 0.06% Reduce -0.9% 44,053 $3.8M
MMBG Investment Advisors Co. 0.40% No change 43,885 $3.8M
Certified Advisory Corp 0.41% Reduce -1.7% 43,692 $3.7M
IronBridge Private Wealth, LLC 1.37% Reduce -3.9% 43,460 $3.7M
Kingsview Wealth Management, LLC 0.07% Add +14.1% 43,136 $3.7M
Allworth Financial LP 0.02% Add +5.9% 40,204 $3.7M
CWA Asset Management Group, LLC 0.18% Add +12.1% 42,321 $3.6M
Vectors Research Management, LLC 1.23% Reduce -6.7% 42,241 $3.6M
North Star Asset Management Inc. 0.16% Reduce -5.7% 42,138 $3.6M
Pettyjohn, Wood & White, Inc. 0.66% Reduce -0.1% 42,049 $3.6M
Apollon Wealth Management, LLC 0.08% Reduce -1.7% 41,813 $3.6M
Camelot Technology Advisors, Inc. 3.25% Reduce -4.5% 41,739 $3.6M
BigSur Wealth Management LLC 1.02% Reduce -26.4% 41,585 $3.6M
Pettinga Financial Advisors LLC 0.80% Add +1.1% 41,408 $3.5M
Koshinski Asset Management, Inc. 0.30% Reduce -1.1% 41,059 $3.5M
Financial Sense Advisors, Inc. 1.18% Add +11.0% 40,999 $3.5M
Kingstone Capital Partners Texas, LLC 2.85% — 40,985 $3.5M
Elevate Capital Advisors, LLC 3.06% — 40,565 $3.5M
Retirement Planning Group, LLC / NY 3.82% — 40,475 $3.5M
Fairfield Financial Advisors, LTD 1.22% Reduce -17.7% 40,446 $3.5M
Kovack Advisors, Inc. 0.34% Add +17.8% 40,422 $3.5M
Tritonpoint Wealth, LLC 0.31% Reduce -3.2% 40,367 $3.5M
Cullen Capital Management, LLC 0.04% Add +723.4% 40,273 $3.4M
Vivid Wealth Management, LLC 1.75% Add +1.4% 40,270 $3.4M
Global Retirement Partners, LLC 0.10% Add +6.1% 40,066 $3.4M
Kentucky Farm Bureau Mutual Insurance Co 0.77% No change 40,000 $3.4M
Innealta Capital, LLC 1.67% Add +56.0% 39,833 $3.4M
Vaughan David Investments LLC 0.08% Add +2.1% 39,794 $3.4M
Investment Advisory Services Inc. /TX 1.20% Reduce -2.7% 39,675 $3.4M
M3 Advisory Group, LLC 2.43% Add +0.6% 39,624 $3.4M
Mizuho Markets Americas LLC 0.07% Add +64.4% 39,621 $3.4M
Beaumont Financial Advisors, LLC 0.25% Add +546.6% 39,151 $3.4M
Ayalon Insurance Comp Ltd. 1.03% No change 38,819 $3.3M
Provident Co of the Employees of the Hebrew University LTD 3.87% No change 38,765 $3.3M
Regions Financial Corp. 0.02% Add +0.3% 38,545 $3.3M
Winthrop Capital Management, LLC 0.88% Add +2.4% 38,961 $3.3M
Orange Investment Advisors, Inc. 0.37% Add +2.9% 38,028 $3.3M
Brookstone Capital Management 0.05% Add +39.6% 37,873 $3.2M
Prime Capital Investment Advisors, LLC 0.05% Add +13.4% 37,794 $3.2M
DAVENPORT & Co LLC 0.02% Reduce -33.3% 37,793 $3.2M
Joseph P. Lucia & Associates, LLC 1.44% Add +0.7% 37,724 $3.2M
McGuire Investment Group, LLC 0.47% Add +0.9% 37,607 $3.2M
Banco Santander, S.A. 0.04% Reduce -17.7% 37,336 $3.2M
United Bank 1.35% Add +3.2% 37,201 $3.2M
SWS Partners 0.96% Add +32.4% 37,163 $3.2M
First National Trust Co 0.12% Reduce -3.5% 36,783 $3.2M
Genesis Wealth Advisors, LLC 2.74% — 36,729 $3.1M
Valicenti Advisory Services Inc. 0.78% Add +9.1% 36,618 $3.1M
Asset Management Group, Inc. 0.56% Reduce -3.1% 36,556 $3.1M
Continental Advisors LLC 2.37% Reduce -6.4% 36,500 $3.1M
TAP Consulting, LLC 0.64% Reduce -7.4% 36,458 $3.1M
Dumont & Blake Investment Advisors LLC 0.83% Reduce -1.9% 36,173 $3.1M
United Capital Financial Advisors, LLC 0.03% Reduce -27.1% 36,166 $3.1M
Cape Cod Five Cents Savings Bank 0.28% No change 35,265 $3.1M
Ameraudi Asset Management, Inc. 1.70% Reduce -42.5% 35,881 $3.1M
Signify Wealth 3.47% New 35,868 $3.1M
Embree Financial Group 0.52% Add +3.5% 35,801 $3.1M
Cabana LLC 15.14% Add +9.7% 35,719 $3.1M
Premier Path Wealth Partners, LLC 0.47% Reduce -5.9% 35,688 $3.1M
Stockman Wealth Management, Inc. 0.48% Add +12.3% 35,463 $3.0M
Spirepoint Private Client, LLC 0.38% Add +18.2% 35,417 $3.0M
StoneX Group Inc. 0.17% Add +152.4% 35,310 $3.0M
Beacon Financial Group 0.32% Add +6.1% 34,835 $3.0M
Private Portfolio Partners LLC 0.54% Add +2.5% 34,518 $3.0M
Simmons Bank 0.22% Add +5.4% 34,388 $2.9M
Old Second National Bank of Aurora 0.67% Add +0.3% 34,266 $2.9M
Trilogy Capital Inc. 0.15% Reduce -47.7% 34,225 $2.9M
Ellis Investment Partners, LLC 0.57% Add +6.1% 33,793 $2.9M
CSS LLC 0.54% Add +1754.0% 33,410 $2.9M
NorthCoast Asset Management LLC 0.01% Add +6.8% 33,346 $2.9M
M Holdings Securities, Inc. 0.46% Reduce -3.1% 33,234 $2.8M
Choreo, LLC 0.04% Reduce -10.9% 33,316 $2.8M
Massachusetts Wealth Management 1.75% Add +0.5% 33,136 $2.8M
Ameliora Wealth Management Ltd. 1.06% Reduce -4.5% 33,047 $2.8M
Guardian Wealth Management, Inc. 1.93% Add +34997.9% 32,992 $2.8M
Herold Advisors, Inc. 0.61% Reduce -9.4% 32,866 $2.8M
Asset Allocation Strategies LLC 0.67% Reduce -12.8% 31,264 $2.8M
Bank of Nova Scotia 0.00% Add +53.6% 32,375 $2.8M
Capstone Wealth Management Group LLC 2.11% — 32,364 $2.8M
Rockport Wealth LLC 1.21% Add +121.9% 31,151 $2.7M
WASHINGTON TRUST Co 0.10% Reduce -5.8% 31,732 $2.7M
Signal Advisors Wealth, LLC 0.31% Add +106.0% 31,730 $2.7M
Saxon Interests, Inc. 1.19% Add +3.5% 31,529 $2.7M
Keystone Financial Group 0.27% Add +0.3% 31,467 $2.7M
Atom Investors LP 0.33% Reduce -40.8% 31,405 $2.7M
Bray Capital Advisors 0.72% Reduce -23.4% 31,259 $2.7M
RFG Advisory, LLC 0.08% Add +15.5% 30,997 $2.7M
Midwest Financial Group LLC 1.52% Add +5.2% 30,914 $2.6M
First Horizon Advisors, Inc. 0.07% Reduce -5.8% 30,888 $2.6M
Client First Capital LLC 1.36% Add +13.2% 30,881 $2.6M
Community Bank, N.A. 0.34% Reduce -1.4% 30,869 $2.6M
BLB&B Advisors, LLC 0.13% Add +140.3% 30,824 $2.6M
Consolidated Portfolio Review Corp 0.42% Add +16.9% 30,617 $2.6M
Zullo Investment Group, Inc. 1.05% Reduce -0.5% 30,484 $2.6M
Ensign Peak Advisors, Inc 0.00% Reduce -39.6% 30,484 $2.6M
Salomon & Ludwin, LLC 0.27% Reduce -6.0% 30,287 $2.6M
Invictus Private Wealth, LLC 0.20% Reduce -76.1% 30,248 $2.6M
Connective Portfolio Management, LLC 3.85% New 30,200 $2.6M
Foundations Investment Advisors, LLC 0.05% Add +0.1% 30,167 $2.6M
Deutsche Bank AG 0.00% Reduce -7.7% 30,114 $2.6M
CWC Advisors, LLC. 2.57% Add +7.5% 30,087 $2.6M
Wesbanco Bank Inc. 0.09% Reduce -4.1% 30,020 $2.6M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.91% Add +0.2% 29,920 $2.6M
Farmers & Merchants Trust Co of Chambersburg PA 0.97% Reduce -4.3% 29,882 $2.6M
Miller Howard Investments Inc. 0.08% Add +60.3% 29,883 $2.6M
OneDigital Investment Advisors LLC 0.03% Reduce -18.9% 29,862 $2.6M
United Asset Strategies, Inc. 0.23% Add +31.2% 29,804 $2.6M
Knollwood Investment Advisory, LLC 0.27% No change 29,720 $2.5M
GeoWealth Management, LLC 0.08% Add +24.7% 29,699 $2.5M
Bokf, NA 0.04% Reduce -46.9% 28,643 $2.5M
Ellerson Group Inc. 1.83% Reduce -4.6% 29,298 $2.5M
Sutton Place Investors LLC 1.44% No change 29,122 $2.5M
Code Waechter LLC 2.18% Add +0.7% 29,116 $2.5M
JBR Co Financial Management Inc 1.52% Reduce -6.0% 29,086 $2.5M
Pine Valley Investments Ltd Liability Co 0.16% Reduce -9.9% 28,873 $2.5M
IMC-Chicago, LLC 0.07% Reduce -11.6% 28,847 $2.5M
Titleist Asset Management, LLC 0.28% Add +10.5% 28,823 $2.5M
PFG Investments, LLC 0.15% Add +8.0% 28,799 $2.5M
Nations Financial Group Inc, /Ia/ 0.18% Reduce -3.6% 28,779 $2.5M
AQR Capital Management 0.00% Add +4.2% 28,707 $2.5M
Institute for Wealth Management, LLC. 0.31% Reduce -1.6% 28,562 $2.4M
Foguth Wealth Management, LLC. 0.64% Add +72.2% 26,717 $2.4M
LifePlan Financial, LLC 2.14% Reduce -5.7% 28,276 $2.4M
Trust Co. of Oklahoma 0.77% Reduce -5.2% 28,251 $2.4M
Apexium Financial, LP 0.15% Add +72.9% 28,234 $2.4M
Waldron Private Wealth LLC 0.10% Reduce -0.5% 28,082 $2.4M
Castle Rock Wealth Management, LLC 0.57% Add +4.7% 26,544 $2.4M
Avondale Wealth Management 1.53% Reduce -12.9% 27,910 $2.4M
German American Bancorp, Inc. 0.25% Add +5.8% 27,845 $2.4M
Willis Johnson & Associates, Inc. 0.18% Reduce -2.6% 27,822 $2.4M
GPS Wealth Strategies Group, LLC 0.30% Reduce -8.8% 27,712 $2.4M
Principal Securities, Inc. 0.05% Reduce -14.5% 27,710 $2.4M
Jaffetilchin Investment Partners, LLC 0.17% Add +1.1% 27,519 $2.4M
Capital Advisory Group Advisory Services, LLC 0.85% Add +28.7% 27,490 $2.4M
Uptick Partners, LLC 0.85% Add +157.4% 27,459 $2.4M
Intellectus Partners, LLC 0.52% Add +6.9% 27,296 $2.3M
Ieq Capital, LLC 0.02% Reduce -4.7% 27,294 $2.3M
First Business Financial Services, Inc. 0.23% No change 27,252 $2.3M
Joule Financial, LLC 0.82% Add +53.9% 27,045 $2.3M
Bienville Capital Management, LLC 0.57% Add +0.1% 26,999 $2.3M
WT Wealth Management 0.72% Add +2.3% 26,965 $2.3M
Founders Financial Securities LLC 0.21% Reduce -46.7% 26,725 $2.3M
SPC Financial, Inc. 0.20% Add +0.8% 26,685 $2.3M
SMART Wealth LLC 0.81% Add +135.3% 26,436 $2.3M
Money Concepts Capital Corp. 0.17% Add +5.2% 26,426 $2.3M
Activest Wealth Management 0.63% Reduce -1.1% 26,418 $2.3M
Independence Bank of Kentucky 0.35% Add +24.1% 26,364 $2.3M
Beaumont Asset Management, L.L.C. 1.31% Reduce -20.6% 26,314 $2.3M
PCG Wealth Advisors, LLC 0.83% Reduce -1.0% 26,183 $2.2M
Encompass More Asset Management 0.74% Reduce -51.8% 26,179 $2.2M
Lake Street Advisors Group, LLC 0.10% Add +92.0% 26,044 $2.2M
Ascent Wealth Partners, LLC 0.30% Add +0.1% 25,967 $2.2M
Pallas Capital Advisors LLC 0.10% Reduce -0.3% 25,950 $2.2M
Savant Capital, LLC 0.02% Add +189.2% 25,931 $2.2M
IFG Advisory, LLC 0.13% Reduce -10.1% 25,913 $2.2M
Birch Hill Investment Advisors LLC 0.10% Add +3.4% 25,795 $2.2M
TD Waterhouse Canada Inc. 0.02% Reduce -48.5% 25,720 $2.2M
Nwam LLC 0.14% Add +57.7% 25,723 $2.2M
Level Four Advisory Services, LLC 0.09% Add +7.9% 25,482 $2.2M
Hardin Capital Partners, LLC 1.31% Add +0.2% 25,389 $2.2M
CIBC Private Wealth Group LLC 0.00% Reduce -7.7% 24,627 $2.2M
Financial Counselors Inc. 0.03% Add +2.9% 24,996 $2.1M
Hollencrest Capital Management 0.09% Add +28.3% 24,890 $2.1M
Boston Financial Mangement LLC 0.06% Add +291.6% 24,864 $2.1M
Cary Street Partners Financial LLC 0.07% — 24,841 $2.1M
First American Bank 0.15% Add +50.8% 24,791 $2.1M
Csenge Advisory Group 0.11% Reduce -4.0% 24,705 $2.1M
Edgestream Partners, L.P. 0.09% New 24,653 $2.1M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -3.9% 24,584 $2.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +25.6% 24,392 $2.1M
Burns J W & Co. Inc. 0.27% Reduce -0.4% 24,376 $2.1M
Waverly Advisors, LLC 0.03% Add +107.0% 24,371 $2.1M
Townsquare Capital LLC 0.02% Reduce -45.5% 24,312 $2.1M
Wolverine Trading, LLC 0.05% Reduce -7.1% 24,606 $2.1M
Purus Wealth Management, LLC 0.82% Add +5.8% 24,215 $2.1M
Strategy Asset Managers LLC 0.40% Add +35.7% 24,140 $2.1M
Transamerica Financial Advisors, LLC 0.20% Add +1.3% 24,031 $2.1M
Tyler-Stone Wealth Management 0.37% Add +0.0% 23,976 $2.1M
Family Firm, Inc. 0.46% Reduce -0.4% 73,320 $2.0M
Citizens Financial Group Inc. 0.04% Add +6.5% 23,896 $2.0M
Quantinno Capital Management LP 0.02% Add +25.4% 23,891 $2.0M
Commonwealth Retirement Investments LLC 0.84% New 23,887 $2.0M
Prosperity Consulting Group, LLC 0.15% Add +9.5% 23,784 $2.0M
Fourth Dimension Wealth, LLC 1.05% — 23,371 $2.0M
Lowe Wealth Advisors, LLC 0.86% Add +2.6% 23,468 $2.0M
First Nebraska Trust Co 0.19% Add +2.7% 23,433 $2.0M
Global Strategic Investment Solutions, LLC 0.23% Reduce -12.9% 23,336 $2.0M
Wincap Financial LLC 2.03% — 23,287 $2.0M
PFG Advisors 0.12% Reduce -2.2% 23,206 $2.0M
Farmers Trust Co. 0.37% Reduce -0.4% 23,172 $2.0M
Joel Isaacson & Co., LLC 0.09% Add +10.4% 23,040 $2.0M
Financial Enhancement Group LLC 0.30% New 21,854 $2.0M
Valeo Financial Advisors, LLC 0.06% Reduce -18.3% 23,025 $2.0M
Maxi Investments CY Ltd 0.38% New 23,000 $2.0M
180 Wealth Advisors, LLC 0.31% Add +20.2% 22,948 $2.0M
Forbes Financial Planning, Inc. 0.95% Reduce -1.9% 22,806 $2.0M
Ring Mountain Capital, LLC 1.31% — 22,757 $1.9M
Boltwood Capital Management 0.59% Add +0.4% 22,753 $1.9M
Tower Research Capital LLC (TRC) 0.04% Reduce -4.6% 22,669 $1.9M
Camarda Financial Advisors, LLC 0.73% Reduce -1.4% 22,663 $1.9M
Genesee Capital Advisors, LLC 0.90% Add +1.3% 22,602 $1.9M
Fidelis Capital Partners, LLC 0.19% Add +4.3% 21,939 $1.9M
Patten & Patten Inc. 0.13% Add +0.4% 22,551 $1.9M
WP Advisors, LLC 0.64% New 22,381 $1.9M
Retirement Planning Group, LLC 0.09% Add +3.0% 22,032 $1.9M
Fernwood Investment Management, LLC 0.66% Add +4.8% 22,005 $1.9M
Union Bancaire Privee, UBP SA 0.03% — 22,225 $1.9M
EverSource Wealth Advisors, LLC 0.11% Add +5.6% 21,923 $1.9M
Clear Creek Financial Management, LLC 0.20% New 21,895 $1.9M
Alpha Cubed Investments, LLC 0.09% Add +82.9% 21,886 $1.9M
Ibex Wealth Advisors 0.22% New 21,869 $1.9M
Panoramic Investment Advisors, LLC 1.22% Add +5.5% 21,867 $1.9M
TCV Trust & Wealth Management, Inc. 0.17% Reduce -0.2% 21,856 $1.9M
Freedom Investment Management, Inc. 0.16% Reduce -2.6% 21,830 $1.9M
CMG Global Holdings, LLC 1.03% Add +2.4% 20,335 $1.9M
X-Square Capital, LLC 0.77% Reduce -21.3% 21,789 $1.9M
Financial Partners Group, LLC 0.77% Add +109.8% 21,674 $1.9M
EPG Wealth Management LLC 0.49% Reduce -10.4% 21,670 $1.9M
Chevy Chase Trust Holdings, LLC 0.01% Add +8.3% 21,612 $1.9M
Audent Global Asset Management, LLC 1.20% Add +84.2% 21,611 $1.9M
Huntington National Bank 0.02% Add +53.0% 21,595 $1.8M
Colton Groome Financial Advisors, LLC 0.70% Reduce -12.5% 21,462 $1.8M
Legacy PCG, LLC 1.31% Add +1.9% 21,443 $1.8M
Fort Point Capital Partners LLC 0.20% Add +0.0% 21,351 $1.8M
Granite Harbor Advisors, Inc. 1.00% Add +4.1% 21,184 $1.8M
Sabal Trust CO 0.10% Add +14.2% 21,182 $1.8M
Croban 1.76% — 20,969 $1.8M
Pines Wealth Management, LLC 0.78% — 20,293 $1.8M
Grove Bank & Trust 0.25% Reduce -13.3% 20,712 $1.8M
RPg Family Wealth Advisory, LLC 0.63% Add +16.7% 20,708 $1.8M
Strategic Financial Concepts, LLC 0.34% Add +199.3% 20,683 $1.8M
Savvy Advisors, Inc. 0.21% Add +27.7% 20,546 $1.8M
Thoroughbred Financial Services, LLC 0.11% Add +1.6% 20,527 $1.8M
Cornerstone Wealth Management, LLC 0.12% Add +7.0% 20,515 $1.8M
Empowered Funds, LLC 0.03% New 20,487 $1.8M
Bank of New Hampshire 0.45% Reduce -2.1% 20,352 $1.7M
Inkwell Capital LLC 1.86% — 20,335 $1.7M
Trust Co 0.20% Add +2.8% 20,319 $1.7M
Axxcess Wealth Management, LLC 0.04% Reduce -56.7% 20,207 $1.7M
Advisors Management Group Inc. 0.41% Add +6.9% 20,142 $1.7M
Everstar Asset Management, LLC 1.21% Add +3.2% 20,022 $1.7M
Spectrum Asset Management, Inc. (NB/CA) 0.77% Add +3.4% 19,903 $1.7M
E&G Advisors, LLC 0.46% Reduce -0.1% 19,815 $1.7M
Wealth Advisors of Iowa, LLC 0.85% Reduce -1.7% 19,791 $1.7M
Farther Finance Advisors, LLC 0.06% Add +7.0% 19,790 $1.7M
Moulton Wealth Management, Inc. 1.30% Reduce -3.8% 19,779 $1.7M
Disciplined Investments, LLC 0.83% Add +1.4% 19,759 $1.7M
Compass Capital Corp. /Ma/ 0.66% — 18,488 $1.7M
Mission Wealth Management, LP 0.04% Reduce -7.5% 19,703 $1.7M
SouthState Bank Corp 0.11% No change 19,702 $1.7M
Monetary Management Group Inc. 0.44% Reduce -1.6% 19,655 $1.7M
Venturi Wealth Management, LLC 0.08% Reduce -18.6% 19,629 $1.7M
Sharper & Granite LLC 0.73% Add +12.6% 19,376 $1.7M
Terra Nova Asset Management LLC 1.26% Reduce -8.6% 19,281 $1.7M
Randall & Associates Wealth Management 1.37% Add +3.7% 19,242 $1.6M
Sandy Spring Bank 0.07% Reduce -2.8% 19,232 $1.6M
SCS Capital Management LLC 0.03% New 19,165 $1.6M
Merkkuri Wealth Advisors LLC 1.30% Reduce -1.0% 19,143 $1.6M
Sunbeam Capital Management, LLC 1.51% — 18,994 $1.6M
Private Capital Management, LLC 0.17% Reduce -1.4% 18,962 $1.6M
Dana Investment Advisors, Inc. 0.05% Add +10.4% 18,851 $1.6M
Darwin Wealth Management, LLC 0.54% Add +6339.7% 18,804 $1.6M
Greenline Partners, LLC 0.22% Add +0.0% 18,693 $1.6M
Spectrum Strategic Capital Management, LLC 1.00% Add +2.9% 18,606 $1.6M
Martin & Co. Inc. 0.39% Reduce -4.8% 18,589 $1.6M
Moneco Advisors, LLC 0.17% Reduce -5.0% 18,564 $1.6M
Dorsey & Whitney Trust CO LLC 0.09% Add +5.7% 18,554 $1.6M
Claro Advisors Inc. 0.21% Reduce -23.0% 18,513 $1.6M
First Manhattan Co. Llc. 0.00% Add +76.2% 18,511 $1.6M
HBW Advisory Services LLC 0.16% Reduce -1.0% 18,468 $1.6M
Peak Financial Advisors LLC 0.82% Add +4.5% 18,457 $1.6M
Tiaa Trust, National Association 0.00% Reduce -0.2% 18,320 $1.6M
Wealth Advisory Solutions, LLC 0.44% Add +0.1% 18,287 $1.6M
Cannell & Spears LLC 0.03% No change 18,234 $1.6M
Clarus Wealth Advisors 0.78% Add +0.1% 17,266 $1.6M
Essex LLC 0.33% Add +6.4% 18,141 $1.6M
Summit Financial Wealth Advisors, LLC 0.30% Add +61.4% 17,568 $1.5M
Avidian Wealth Enterprises, LLC 0.07% Reduce -5.4% 18,082 $1.5M
Treynor Bancshares, Inc. 1.62% Add +56.1% 17,970 $1.5M
Guggenheim Capital LLC 0.01% No change 17,941 $1.5M
Butensky & Cohen Financial Security, Inc. 0.48% Add +4.2% 17,914 $1.5M
CTC Alternative Strategies, Ltd. 1.98% Reduce -21.0% 17,850 $1.5M
Marion Wealth Management 0.40% Add +2.3% 17,800 $1.5M
Cooksen Wealth, LLC 1.40% Add +4.5% 17,741 $1.5M
Stamos Capital Partners, L.P. 0.36% Add +38.3% 17,730 $1.5M
Cladis Investment Advisory, LLC 1.07% Add +23.3% 17,590 $1.5M
TBH Global Asset Management, LLC 0.36% Reduce -44.5% 17,586 $1.5M
Smith, Moore & Co. 0.14% Reduce -1.4% 17,566 $1.5M
Freestone Capital Holdings, LLC 0.05% Add +5.4% 17,549 $1.5M
Parr McKnight Wealth Management Group, LLC 0.21% — 17,489 $1.5M
Afg Fiduciary Services Limited Partnership 1.06% Add +114.8% 16,148 $1.5M
Okabena Investment Services Inc. 0.42% Add +2.6% 17,445 $1.5M
White Pine Investment CO 0.40% Add +109.9% 17,353 $1.5M
Bluespring Wealth Management, LLC 0.15% Reduce -10.6% 17,324 $1.5M
Gsa Capital Partners LLP 0.11% Add +15.5% 17,225 $1.5M
Horizon Investments, LLC 0.04% Reduce -65.3% 17,194 $1.5M
Harbor Investment Advisory, LLC 0.14% Reduce -5.1% 17,178 $1.5M
JFS Wealth Advisors, LLC 0.10% Reduce -4.8% 17,148 $1.5M
AMG National Trust Bank 0.04% Reduce -4.3% 17,187 $1.5M
Silverleafe Capital Partners, LLC 0.46% Add +1.9% 17,046 $1.5M
Bison Wealth, LLC 0.32% Reduce -6.6% 17,027 $1.5M
Point72 Europe (London) LLP 0.08% Reduce -23.7% 17,016 $1.5M
Peddock Capital Advisors, LLC 0.35% Add +1.7% 16,952 $1.5M
Jacobi Capital Management LLC 0.11% Add +6.2% 16,930 $1.5M
Atlas Capital Advisors Inc. 0.18% Reduce -1.0% 16,797 $1.4M
Signet Financial Management, LLC 0.18% Add +167.6% 16,711 $1.4M
Natixis Advisors, LLC 0.00% Add +5.1% 16,604 $1.4M
Donoghue Forlines LLC 0.48% New 16,582 $1.4M
Moors & Cabot, Inc. 0.07% Add +27.0% 16,563 $1.4M
CTC LLC 0.14% Reduce -60.5% 16,532 $1.4M
Pictet North America Advisors SA 0.13% No change 16,507 $1.4M
Colonial River Investments, LLC 0.68% Reduce -21.5% 16,488 $1.4M
Ameriflex Group, Inc. 0.65% — 16,100 $1.4M
Hillcrest Wealth Advisors - NY, LLC 0.67% New 16,335 $1.4M
Maltin Wealth Management, Inc. 0.69% Add +3.6% 16,325 $1.4M
Nelson Capital Management, LLC 0.23% Add +0.2% 16,301 $1.4M
Jackson Hole Capital Partners, LLC 0.28% Add +0.1% 16,268 $1.4M
Sowa Financial Group, Inc. 0.87% Reduce -10.4% 16,245 $1.4M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +2.0% 14,797 $1.4M
Tradewinds, LLC. 0.39% Reduce -54.8% 15,136 $1.4M
Manufacturers Life Insurance Company, The 0.00% Add +198.9% 16,186 $1.4M
SteelPeak Wealth, LLC 0.06% Add +4.6% 16,164 $1.4M
Pinnacle Wealth Planning Services, Inc. 0.21% Add +131.6% 16,146 $1.4M
Country Club Bank 0.09% Add +5.3% 16,350 $1.4M
Capital Wealth Alliance, LLC 0.78% Reduce -4.2% 16,114 $1.4M
Sax Wealth Advisors, LLC 0.11% Reduce -5.4% 16,058 $1.4M
Nwi Management LP 0.11% Reduce -98.4% 16,000 $1.4M
Laurel Wealth Advisors LLC 0.21% Add +8.4% 15,963 $1.4M
Vident Advisory, LLC 0.02% Reduce -6.3% 15,924 $1.4M
Chicago Partners Investment Group LLC 0.05% Add +2.2% 15,450 $1.4M
RPS Advisory Solutions LLC 0.83% Add +5.9% 15,572 $1.3M
Peak Planning Group, LLC 0.55% Add +10.0% 15,485 $1.3M
Partnership Wealth Management, LLC 1.10% New 15,440 $1.3M
Caption Management, LLC 0.05% New 15,368 $1.3M
Peoples Bank 0.90% Add +1.3% 15,261 $1.3M
Maridea Wealth Management LLC 0.42% — 15,241 $1.3M
Balentine LLC 0.05% Reduce -0.1% 15,219 $1.3M
Collaborative Wealth Managment Inc. 0.59% Add +3.4% 15,187 $1.3M
Balboa Wealth Partners 0.30% Add +31.2% 15,181 $1.3M
Fifth Third Wealth Advisors LLC 0.07% Reduce -2.8% 15,174 $1.3M
Good Life Advisors, LLC 0.09% Add +2.5% 15,136 $1.3M
Royal Fund Management, LLC 0.14% Add +7.1% 15,006 $1.3M
Perennial Investment Advisors, LLC 0.15% Add +6.8% 14,976 $1.3M
Crews Bank & Trust 0.22% — 14,948 $1.3M
National Philanthropic Trust 0.02% Add +88.8% 14,931 $1.3M
Venture Visionary Partners LLC 0.05% Reduce -52.4% 14,917 $1.3M
Meridian Investment Counsel Inc. 0.38% Add +52.0% 14,910 $1.3M
Becker Capital Management Inc. 0.04% Add +0.0% 14,865 $1.3M
Morton Community Bank 0.33% Reduce -1.2% 14,767 $1.3M
FineMark National Bank & Trust 0.04% Reduce -1.1% 14,755 $1.3M
Signature Wealth Management Partners, LLC 0.87% Reduce -1.3% 14,707 $1.3M
Glass Jacobson Investment Advisors llc 0.41% Reduce -8.0% 14,656 $1.3M
Clearstead Advisors, LLC 0.02% Add +23.0% 14,623 $1.3M
Symmetry Investments LP 0.07% Reduce -51.0% 14,600 $1.3M
One Plus One Wealth Management, LLC 0.73% Reduce -2.6% 14,594 $1.3M
Innovative Advisory Group, LLC 1.11% — 14,564 $1.2M
Advyzon Investment Management, LLC 0.48% — 14,529 $1.2M
LaSalle St. Investment Advisors, LLC 0.39% Add +8.9% 14,527 $1.2M
SIH Partners, LLLP 0.09% New 14,500 $1.2M
Archford Capital Strategies, LLC 0.19% Reduce -0.4% 14,488 $1.2M
Capital Investment Counsel, LLC 0.21% Add +59.6% 14,429 $1.2M
Mechanics Bank Trust Department 0.16% Reduce -0.4% 14,410 $1.2M
Evernest Financial Advisors, LLC 0.32% Reduce -5.1% 14,397 $1.2M
Watts Gwilliam & Co., LLC 0.26% Reduce -11.1% 14,012 $1.2M
Forza Wealth Management, LLC 0.56% No change 14,350 $1.2M
Fca Corp. 0.38% Reduce -3.3% 14,261 $1.2M
Maiden Cove Capital, LLC 1.86% Reduce -1.0% 14,193 $1.2M
International Assets Investment Management, LLC 0.10% New 14,015 $1.2M
Y.D. More Investments Ltd 0.11% Add +21.5% 14,127 $1.2M
Meriwether Wealth & Planning, LLC 0.86% — 14,108 $1.2M
Per Stirling Capital Management, LLC. 0.17% Reduce -3.8% 14,090 $1.2M
Burke & Herbert Bank & Trust Co. 0.29% Add +2.5% 14,090 $1.2M
Diversified Enterprises, LLC 0.12% Reduce -2.3% 14,047 $1.2M
Capital Market Strategies LLC 0.70% Add +6.1% 14,033 $1.2M
Avior Wealth Management, LLC 0.04% Add +6.3% 14,096 $1.2M
SBI Securities Co., Ltd. 0.04% — 13,938 $1.2M
Ascentis Independent Advisors 0.23% Add +4.6% 13,883 $1.2M
Cardiff Park Advisors, LLC 0.11% Add +0.1% 13,813 $1.2M
WJ Wealth Management, LLC 0.41% Reduce -8.7% 13,803 $1.2M
Westside Investment Management, Inc. 0.25% Add +5.1% 13,738 $1.2M
Elevation Point Wealth Partners, LLC 0.10% Reduce -11.6% 13,736 $1.2M
Private Trust Co. NA 0.12% Add +1.1% 13,718 $1.2M
Evercore Wealth Management, LLC 0.02% Reduce -29.5% 13,709 $1.2M
Highview Capital Management LLC 0.45% New 13,707 $1.2M
Edge Wealth Management LLC 0.24% Add +97.4% 13,684 $1.2M
Flagstar Securities, Inc. 0.29% Add +3.4% 13,664 $1.2M
Journey Advisory Group, LLC 0.14% No change 12,760 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Add +16.3% 13,508 $1.2M
One River Asset Management, LLC 1.73% Reduce -63.0% 13,687 $1.2M
Providence First Trust Co 0.43% Reduce -0.1% 13,430 $1.2M
World Investment Advisors 0.03% Add +86.1% 13,409 $1.1M
Washburn Capital Management, Inc. 0.71% Reduce -11.9% 13,382 $1.1M
Demars Financial Group, LLC 0.50% Reduce -88.1% 13,351 $1.1M
Schechter Investment Advisors, LLC 0.09% Add +1.3% 13,314 $1.1M
Montag A & Associates Inc. 0.05% Reduce -0.1% 13,285 $1.1M
First Trust Advisors LP 0.00% New 13,234 $1.1M
Verus Capital Partners, LLC 0.11% Reduce -7.1% 13,233 $1.1M
Solstein Capital, LLC 0.63% Reduce -0.8% 13,223 $1.1M
Palisade Asset Management, LLC 0.11% Reduce -0.6% 13,150 $1.1M
Centaurus Financial, Inc. 0.07% Reduce -25.8% 13,142 $1.1M
Morangie Management LLC 0.92% — 13,126 $1.1M
Eagle Capital Management, LLC 0.45% Add +0.6% 13,118 $1.1M
AAFMAA Wealth Management & Trust LLC 0.49% Add +2.6% 13,091 $1.1M
Talon Private Wealth, LLC 0.23% Add +263.4% 13,035 $1.1M
Wakefield Asset Management LLLP 0.38% Reduce -0.1% 13,007 $1.1M
Angeles Wealth Management, LLC 0.09% Add +14.0% 13,005 $1.1M
Callan Capital, LLC 0.08% Reduce -6.2% 12,977 $1.1M
CRA Financial Services, LLC 0.19% Add +8.1% 12,973 $1.1M
Smith Chas P & Associates Pa Cpas 0.06% Add +10.7% 12,963 $1.1M
NBT Bank, N.A. 0.08% Reduce -0.4% 12,948 $1.1M
L. Roy Papp & Associates, LLP 0.13% Add +0.2% 12,917 $1.1M
River Wealth Advisors LLC 0.15% Reduce -3.6% 12,891 $1.1M
Private Wealth Group, LLC 0.54% No change 12,863 $1.1M
Baldwin Wealth Partners LLC 0.08% Reduce -16.4% 12,841 $1.1M
Acropolis Investment Management, LLC 0.06% Reduce -3.0% 12,827 $1.1M
Callan Family Office, LLC 0.07% Add +369.3% 12,792 $1.1M
Whittier Trust Co. 0.01% Reduce -5.4% 12,748 $1.1M
Interactive Financial Advisors, Inc. 0.57% Reduce -15.4% 12,738 $1.1M
Welch Group, LLC 0.05% Add +5.0% 12,869 $1.1M
Chesapeake Wealth Management 0.37% Reduce -1.2% 12,635 $1.1M
Rothschild Investment LLC 0.07% Add +0.6% 12,491 $1.1M
Florida Financial Advisors, LLC 0.47% Add +5.5% 12,361 $1.1M
Salem Investment Counselors Inc. 0.03% Reduce -0.2% 12,334 $1.1M
Narus Financial Partners, LLC 0.36% Reduce -4.7% 12,305 $1.1M
Disciplina Capital Management LLC 0.18% No change 12,260 $1.1M
Laidlaw Wealth Management LLC 0.46% Reduce -3.0% 12,242 $1.0M
Somerset Group LLC 0.96% Add +1.1% 12,233 $1.0M
Bfsg, LLC 0.12% Reduce -5.9% 12,173 $1.0M
DecisionMap Wealth Management, LLC 0.82% — 12,109 $1.0M
Wilson & Boucher Capital Management, LLC 0.73% Reduce -1.6% 12,070 $1.0M
Darden Wealth Group Inc 0.70% Reduce -2.5% 12,024 $1.0M
Arete Wealth Advisors, LLC 0.07% Reduce -36.0% 11,962 $1.0M
McAdam, LLC 0.06% Add +7.7% 11,937 $1.0M
Capital Investment Counsel, Inc 0.15% Reduce -11.3% 11,918 $1.0M
Lazari Capital Management, Inc. 0.41% Add +1.2% 11,912 $1.0M
Opinicus Capital, Inc. 0.85% Reduce -5.9% 11,747 $1.0M
Triumph Capital Management 0.34% Reduce -31.8% 11,711 $1.0M
Diligent Investors, LLC 0.23% Add +5.2% 11,692 $1.0M
Parcion Private Wealth LLC 0.08% Add +0.3% 11,670 $1000K
3EDGE Asset Management, LP 0.06% Add +24.4% 11,658 $999K
TD Private Client Wealth LLC 0.03% Reduce -8.6% 11,641 $997K
Interchange Capital Partners, LLC 0.36% Reduce -12.2% 11,546 $989K
Peak Asset Management, LLC 0.18% No change 11,488 $984K
Main Street Financial Solutions, LLC 0.10% Add +3.5% 11,485 $984K
Lindbrook Capital, LLC 0.09% No change 11,450 $981K
High Net Worth Advisory Group LLC 0.27% No change 11,414 $978K
Apollon Financial, LLC 0.24% Add +3.3% 11,409 $977K
Sovran Advisors, LLC 0.14% — 10,695 $976K
Criterion Capital Advisors, LLC 0.61% No change 10,682 $974K
MA Private Wealth 0.18% No change 11,354 $973K
Narwhal Capital Management 0.09% Reduce -29.0% 11,341 $971K
Mitchell McLeod Pugh & Williams Inc. 0.20% Add +2.3% 11,338 $971K
Wisconsin Wealth Advisors, LLC 1.42% — 11,286 $967K
Capital Investment Advisory Services, LLC 0.09% Reduce -9.9% 11,276 $966K
Thrive Capital Management, LLC 0.44% Add +129.0% 11,187 $958K
Powell Investment Advisors, LLC 0.44% Add +11.2% 11,183 $958K
PKS Advisory Services, LLC 0.24% — 11,152 $955K
Ballew Advisors, Inc 0.61% Reduce -0.1% 10,557 $953K
Caprock Group, LLC 0.03% Add +13.1% 11,116 $952K
Ipsen Advisor Group LLC 0.81% — 11,099 $951K
Haverford Trust Co 0.01% Add +8.8% 11,086 $950K
Marex Group Ltd 0.02% Reduce -0.7% 11,068 $948K
Procyon Advisors, LLC 0.06% Reduce -0.0% 11,066 $948K
Bradley Foster & Sargent Inc. 0.02% Reduce -2.6% 11,044 $946K
Flputnam Investment Management Co. 0.02% Add +208.5% 10,937 $937K
Retirement Income Solutions, Inc. 0.19% Reduce -9.2% 10,921 $935K
Theory Financial LLC 0.39% Reduce -77.0% 10,908 $934K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.34% Reduce -0.4% 10,330 $932K
Constitution Capital LLC 0.52% Add +148.1% 10,805 $926K
Builder Investment Group Inc. 0.25% Reduce -1.4% 10,775 $923K
C2C Wealth Management, LLC 0.85% No change 10,750 $921K
White Pine Capital LLC 0.31% Add +1.3% 10,746 $921K
PCG Asset Management, LLC 0.81% — 10,741 $920K
Lifeworks Advisors, LLC 0.17% Reduce -1.6% 10,734 $919K
Lynx Investment Advisory 0.62% Reduce -21.2% 10,639 $911K
Strategic Advisors LLC 0.16% Add +11.6% 10,542 $903K
Keel Point, LLC 0.07% Add +2.6% 10,529 $902K
Global Wealth Strategies & Associates 0.28% Reduce -22.2% 10,508 $900K
Financial Engines Advisors L.L.C. 0.00% Reduce -5.8% 10,502 $900K
SeaCrest Wealth Management, LLC 0.09% Add +4.7% 10,462 $896K
Independent Wealth Network Inc. 0.36% Add +9.6% 10,441 $894K
Platform Technology Partners 0.27% Add +40.0% 10,420 $893K
Certuity, LLC 0.10% Add +2.3% 10,415 $892K
WMG Financial Advisors, LLC 0.38% Add +151.1% 10,404 $891K
Quadcap Wealth Management, LLC 0.13% Add +0.6% 10,394 $890K
Florida Trust Wealth Management Co 0.03% Reduce -2.8% 10,380 $889K
Golden State Wealth Management, LLC 0.13% — 10,366 $888K
Fiera Capital Corp 0.00% No change 10,349 $886K
RMR Wealth Builders 0.09% Reduce -0.9% 10,331 $885K
ARS Investment Partners, LLC 0.08% Add +24.8% 10,314 $884K
Cushing Capital Partners, LLC 0.85% — 10,310 $883K
Glen Eagle Advisors, LLC 0.15% Add +1.0% 10,278 $880K
Peoples Financial Services Corp. 0.41% Reduce -0.0% 10,267 $879K
Wedmont Private Capital 0.05% Add +0.8% 9,908 $876K
Wealth Effects LLC 0.31% Add +0.6% 10,177 $872K
Sprott Inc. 0.06% New 10,121 $867K
Agate Pass Investment Management, LLC 0.39% Reduce -0.2% 10,094 $865K
North Star Investment Management Corp. 0.06% Add +30.4% 10,050 $861K
Fairvoy Private Wealth, LLC 0.23% — 10,024 $859K
Wealthstar Advisors, LLC 0.37% — 10,021 $858K
HCR Wealth Advisors 0.11% Reduce -14.0% 10,011 $858K
Point72 Asset Management 0.00% No change 10,000 $857K
Northstar Advisory Group, LLC 0.43% Add +5.9% 9,970 $854K
Northwest Capital Management Inc 0.37% Reduce -12.1% 9,956 $853K
Aberdeen Wealth Management LLC 0.58% Reduce -2.0% 9,955 $853K
Partners Wealth Management, LLC 0.97% — 9,908 $849K
Wood Tarver Financial Group, LLC 0.28% — 9,894 $847K
Caldwell Sutter Capital, Inc. 0.39% Add +5.3% 9,883 $847K
Rehmann Capital Advisory Group 0.05% Add +27.8% 9,866 $845K
Goelzer Investment Management, Inc. 0.05% Add +0.5% 9,863 $845K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -23.1% 9,975 $843K
Sunbelt Securities, Inc. 0.07% Add +4.9% 9,971 $843K
GM Advisory Group, LLC 0.05% Add +40.1% 9,828 $842K
Greenwich Wealth Management LLC 0.06% Reduce -3.1% 9,790 $839K
Bailard, Inc. 0.02% Reduce -6.5% 9,780 $838K
Covey Capital Advisors, LLC 0.95% Reduce -29.3% 9,746 $835K
Oxinas Partners, LLC 0.49% Reduce -7.9% 9,741 $834K
Silverlake Wealth Management LLC 0.32% Reduce -13.2% 9,740 $834K
Nvwm, LLC 0.21% Add +26.1% 9,726 $833K
Kelleher Financial Advisors 0.31% No change 9,710 $832K
Leo Wealth, LLC 0.07% Reduce -14.8% 9,706 $831K
Tidal Investments LLC 0.01% Reduce -39.6% 9,694 $830K
AlphaStar Capital Management, LLC 0.09% Reduce -7.1% 9,645 $826K
Stonebridge Financial Planning Group, LLC 0.37% Add +0.9% 9,592 $822K
Silver Oak Securities, Incorporated 0.08% Reduce -0.4% 9,710 $821K
Beacon Financial Advisory LLC 0.27% Reduce -0.6% 9,544 $818K
Community Trust & Investment Co. 0.05% No change 9,521 $816K
Cadinha & Co. LLC 0.14% Reduce -29.8% 9,515 $815K
waypoint wealth counsel 0.53% No change 9,512 $815K
Castleview Partners, LLC 0.44% Reduce -24.3% 9,374 $812K
Worth Asset Management, LLC 0.43% New 9,458 $810K
Stevard, LLC 3.02% Add +0.1% 9,444 $809K
Brighton Jones LLC 0.02% Add +51.5% 9,363 $802K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -42.9% 9,362 $802K
Principle Wealth Partners LLC 0.06% Add +0.2% 9,357 $802K
Symphony Financial, Ltd. Co. 0.13% Reduce -11.6% 8,564 $801K
Burford Brothers, Inc. 0.39% Add +9.6% 9,344 $800K
Brown Miller Wealth Management, LLC 0.30% Add +17.5% 9,283 $795K
St. Johns Investment Management Company, LLC 0.37% Reduce -3.6% 9,253 $793K
Fermata Advisors, LLC 0.15% Reduce -7.8% 9,251 $792K
Financial Futures Ltd Liability Co. 0.45% Reduce -73.2% 9,226 $790K
Proffitt & Goodson Inc. 0.13% Add +1.1% 9,173 $786K
Woodmont Investment Counsel LLC 0.06% Reduce -0.2% 9,172 $786K
Stolper Co 0.26% Reduce -1.8% 9,163 $785K
Pavion Blue Capital, LLC 0.37% Reduce -0.6% 9,161 $785K
Cozad Asset Management Inc. 0.07% Add +6.9% 9,158 $784K
Mission Creek Capital Partners, Inc. 0.17% Reduce -0.0% 9,146 $783K
Pathway Financial Advisors LLC 0.18% Add +0.3% 9,146 $783K
TrueWealth Advisors, LLC 0.26% Add +4.9% 9,100 $780K
Mayflower Financial Advisors, LLC 0.12% No change 9,082 $778K
Investment Partners, LTD. 0.32% Add +0.1% 9,047 $775K
Mathes Company, Inc. 0.28% No change 8,950 $767K
Roxbury Financial LLC 0.74% — 7,997 $764K
Williams Jones Wealth Management, LLC. 0.01% Add +64.7% 8,914 $764K
Clayton Financial Group LLC 0.28% Add +0.8% 8,913 $763K
Invst, LLC 0.09% Reduce -13.2% 8,912 $763K
Secure Asset Management, LLC 0.12% Reduce -35.7% 8,905 $763K
Essex Financial Services, Inc. 0.05% Reduce -26.3% 8,891 $762K
FIL Ltd 0.00% Reduce -6.1% 8,889 $761K
MontVue Capital Management, Inc. 0.58% Reduce -3.1% 8,878 $760K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.11% Reduce -4.3% 8,876 $760K
Kingswood Wealth Advisors, LLC 0.06% Reduce -83.6% 8,874 $760K
Hexagon Capital Partners LLC 0.14% Add +59.3% 8,871 $760K
Aurora Private Wealth, Inc. 0.57% Reduce -10.5% 8,856 $759K
Badgley Phelps Wealth Managers, LLC 0.02% Add +123.7% 8,826 $756K
Flagship Private Wealth, LLC 0.36% Add +10.6% 8,763 $751K
Windsor Capital Management, LLC 0.22% Reduce -1.7% 8,679 $743K
Centric Wealth Management 0.20% Add +91.5% 8,675 $743K
Patriot Financial Group Insurance Agency, LLC 0.10% Add +6.6% 8,674 $743K
Verdence Capital Advisors LLC 0.06% Add +3.5% 8,667 $742K
Parkside Financial Bank & Trust 0.10% Reduce -5.8% 8,661 $742K
Sheaff Brock Investment Advisors, LLC 0.06% Add +0.2% 8,599 $737K
Investors Asset Management of Georgia Inc. /Ga/ 0.36% Reduce -3.0% 8,578 $735K
Argyle Capital Partners, LLC 0.63% — 8,576 $735K
Thompson David Blair 0.53% — 8,574 $734K
WealthBridge Capital Management, LLC 0.20% Add +7.7% 8,571 $734K
Van Den Berg Management I, Inc. 0.21% Add +2.9% 8,538 $731K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -11.0% 8,532 $731K
First Citizens Bank & Trust Co. 0.01% Reduce -12.0% 8,531 $731K
Generation Capital Management LLC 0.62% — 8,509 $729K
Banque Pictet & Cie SA 0.01% Reduce -0.6% 8,502 $728K
Kapstone Financial Advisors LLC 0.39% Reduce -34.8% 8,117 $728K
Drive Wealth Management, LLC 0.18% Add +49.5% 8,495 $728K
Trexquant Investment LP 0.01% New 8,453 $724K
Guyasuta Investment Advisors Inc. 0.05% Reduce -7.5% 8,446 $724K
Soltis Investment Advisors LLC 0.07% Add +15.2% 8,425 $722K
FAS Wealth Partners, Inc. 0.06% Reduce -0.7% 8,395 $719K
Prudential PLC 0.00% Add +30.9% 8,390 $719K
Empower Advisory Group, LLC 0.00% Add +2.5% 8,386 $718K
YHB Investment Advisors, Inc. 0.06% Reduce -13.9% 8,359 $716K
Strait & Sound Wealth Management LLC 0.33% Add +39.9% 8,334 $714K
Element Pointe Advisors, LLC 0.17% No change 8,294 $710K
Marco Investment Management LLC 0.06% Add +0.3% 8,284 $710K
W.H. Cornerstone Investments Inc. 0.47% Reduce -0.6% 8,271 $708K
Executive Wealth Management, LLC 0.06% Reduce -15.3% 8,254 $707K
Avitas Wealth Management LLC 0.10% Reduce -5.2% 8,243 $706K
Bay Capital Advisors, LLC 0.57% — 8,213 $704K
Fulton Bank, N.A. 0.03% Reduce -1.4% 8,137 $697K
SeaBridge Investment Advisors LLC 0.15% New 8,126 $696K
FFG Partners, LLC 0.24% Reduce -50.4% 8,119 $695K
Worth Financial Advisory Group, LLC 0.43% Add +0.6% 8,116 $695K
Old Mission Capital LLC 0.02% Reduce -78.3% 8,071 $691K
Cadence Bank 0.05% Reduce -3.0% 8,054 $690K
VPR Management LLC 0.36% No change 8,000 $685K
Bramshill Investments, LLC 0.11% New 8,000 $685K
IPG Investment Advisors LLC 0.16% Add +17.8% 7,978 $683K
CPC Advisors, LLC 0.09% Add +0.1% 7,978 $683K
World Equity Group, Inc. 0.15% Add +166.3% 7,946 $681K
1834 Investment Advisors Co. 0.09% Reduce -8.7% 7,915 $678K
HUB Investment Partners, LLC 0.03% Add +12.5% 7,911 $678K
Redwood Financial Network Corp 0.50% Reduce -13.6% 7,893 $676K
L.M. Kohn & Company 0.17% Reduce -12.9% 7,887 $676K
Seelaus Asset Management LLC 0.62% Add +15.0% 7,865 $674K
Windsor Advisory Group, LLC 0.78% Reduce -9.0% 7,861 $673K
Sloy Dahl & Holst, LLC 0.09% Reduce -2.5% 7,829 $671K
Adirondack Trust Co. 0.26% Reduce -0.2% 7,821 $670K
Spinnaker Trust 0.04% No change 7,818 $670K
Lodestar Private Asset Management LLC 0.08% Add +0.7% 7,810 $669K
Nicholas Hoffman & Company, LLC. 0.03% Reduce -5.0% 7,805 $669K
SYM FINANCIAL Corp 0.09% Add +1.2% 7,766 $665K
Smith Anglin Financial, LLC 0.06% Reduce -5.9% 7,766 $665K
GLOBALT Investments LLC / GA 0.03% Reduce -2.1% 7,755 $664K
Gries Financial LLC 0.12% No change 7,734 $663K
Cascades Capital Asset Management, LLC 0.36% New 7,717 $661K
Telos Capital Management, Inc. 0.07% Add +2.6% 7,684 $658K
Quadrant Private Wealth Management, LLC 0.16% Add +1.5% 7,677 $658K
Kanawha Capital Management LLC 0.05% Reduce -0.4% 7,661 $656K
Schmidt P J Investment Management Inc. 0.11% Reduce -2.7% 7,649 $655K
KG Capital Management 0.21% Add +2.5% 7,648 $655K
Alta Wealth Advisors LLC 0.29% Reduce -3.1% 7,615 $652K
Granite FO LLC 0.37% No change 7,570 $648K
Campbell Deegan Wealth Management, LLC 0.77% — 7,511 $643K
Accredited Investor Services, LLC 0.51% — 7,507 $643K
Spreng Capital Management, Inc. 0.29% No change 7,505 $643K
Objective Capital Management, LLC 0.43% Reduce -4.8% 7,502 $643K
Betterment LLC 0.00% Reduce -0.9% 7,460 $639K
Roberts Wealth Advisors, LLC 0.19% Add +83.7% 6,902 $639K
Resources Management Corp. /CT/ 0.09% Reduce -7.2% 7,440 $637K
Global View Capital Management LLC 0.22% — 7,341 $636K
MBL Wealth, LLC 0.06% Reduce -25.7% 7,400 $634K
American National Bank & Trust 0.07% Reduce -15.4% 7,393 $633K
AdvisorNet Financial, Inc 0.05% Reduce -7.3% 7,389 $633K
Financial & Tax Architects, LLC 0.16% Add +10.8% 7,347 $629K
KMG Fiduciary Partners, LLC 0.05% Reduce -7.0% 7,341 $629K
Onyx Bridge Wealth Group LLC 0.09% Add +18.9% 7,338 $629K
Keystone Wealth Services, LLC 0.17% Add +23.7% 7,335 $628K
Berger Financial Group, Inc 0.04% Reduce -1.5% 7,316 $627K
Cullen/Frost Bankers, Inc. 0.01% Add +38.5% 7,279 $624K
Aries Wealth Management 0.17% Add +16.4% 7,257 $622K
Sterling Investment Counsel, LLC 0.41% Reduce -58.8% 7,190 $616K
Sagespring Wealth Partners, LLC 0.02% — 7,186 $616K
Everett Harris & Co. 0.01% Add +10.6% 7,180 $615K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -1.8% 7,167 $614K
Northwest Financial Advisors 0.51% Add +0.2% 7,165 $614K
Paradigm Capital Management, LLC 0.58% Add +0.2% 7,138 $611K
Garden State Investment Advisory Services LLC 0.19% Reduce -5.6% 7,076 $607K
Elser Financial Planning, Inc 0.04% New 7,050 $604K
Intrua Financial, LLC 0.10% Reduce -7.6% 7,042 $603K
Insight Advisors, LLC/ PA 0.10% Reduce -11.4% 7,125 $602K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +1.6% 7,021 $601K
Cornerstone Planning Group LLC 0.15% Add +0.9% 6,646 $601K
Murphy & Mullick Capital Management Corp 0.55% — 6,956 $596K
Johnson Financial Group, Inc. 0.03% Add +134.7% 6,800 $596K
Denver Wealth Management, Inc. 0.27% Reduce -3.6% 6,956 $596K
Blackston Financial Advisory Group, LLC 0.30% Add +18.6% 6,935 $594K
CX Institutional 0.02% Reduce -56.9% 6,902 $591K
Sound View Wealth Advisors Group, LLC 0.05% Add +1.0% 6,885 $590K
Annex Advisory Services, LLC 0.02% Add +30.0% 6,879 $589K
Country Trust Bank 0.01% Add +191.6% 6,864 $588K
Brick & Kyle, Associates 0.25% Add +1.5% 6,857 $587K
Flywheel Private Wealth LLC 0.54% — 6,850 $587K
Birchcreek Wealth Management, LLC 0.37% Add +13.0% 6,833 $585K
1ST Source Bank 0.03% Reduce -16.0% 6,789 $582K
RiverGlades Family Offices LLC 0.41% Add +1.1% 6,783 $581K
True Vision MN LLC 0.34% New 6,783 $581K
SVB Wealth LLC 0.01% New 6,778 $581K
Geller Advisors LLC 0.04% New 6,741 $577K
Cooper Financial Group 0.07% Reduce -2.3% 6,731 $577K
Berkshire Asset Management LLC 0.03% Reduce -0.9% 6,311 $576K
Rovin Capital /Ut/ 0.21% Add +3.5% 6,708 $575K
Cowa, LLC 0.28% Reduce -28.8% 6,694 $573K
Nova Wealth Management, Inc. 0.50% — 6,689 $573K
Manhattan West Asset Management, LLC 0.15% Add +83.4% 6,666 $571K
Cyndeo Wealth Partners, LLC 0.04% Add +14.4% 6,662 $571K
Milestone Asset Management, LLC 0.13% Reduce -16.6% 6,661 $571K
Global Assets Advisory, LLC 0.31% Add +60.4% 6,575 $570K
Corsair Capital Management, L.P. 0.12% No change 6,637 $569K
Factor Wealth Management LTD 0.19% — 6,629 $568K
Glenview Trust Co 0.01% Add +1.8% 6,616 $567K
Allie Family Office LLC 0.31% Reduce -6.0% 6,606 $566K
BBR Partners, LLC 0.04% Add +0.7% 6,566 $562K
ERn Financial, LLC 0.08% Add +20.1% 6,555 $561K
Intrinsic Value Partners, LLC 0.56% Add +2.3% 6,550 $561K
Resolute Wealth Strategies, LLC 0.29% Add +43.3% 6,545 $561K
Cahill Financial Advisors Inc. 0.08% Reduce -5.5% 6,545 $561K
Empire Financial Management Company, LLC 0.17% Add +2.6% 6,535 $560K
Mason & Associates Inc 0.13% No change 6,512 $558K
SignalPoint Asset Management, LLC 0.14% Reduce -3.5% 6,512 $558K
Ignite Planners, LLC 0.12% Reduce -0.6% 6,333 $554K
Iams Wealth Management, LLC 0.25% Reduce -4.5% 6,454 $553K
Matauro, LLC 0.12% — 6,454 $553K
Redwood Wealth Management Group, LLC 0.27% Add +33.5% 6,443 $552K
Magnolia Capital Advisors LLC 0.14% Add +25.7% 6,439 $552K
Moloney Securities Asset Management, LLC 0.07% Add +10.6% 6,436 $551K
LPWM LLC 0.18% Reduce -33.1% 6,433 $551K
Strategies Wealth Advisors, LLC 0.07% Reduce -45.7% 6,070 $549K
GWN Securities Inc. 0.15% — 6,034 $549K
First National Corp. /Ma/ 0.12% Reduce -6.1% 6,374 $546K
Advisors Preferred, LLC 0.09% New 6,300 $546K
Circle Wealth Management, LLC 0.01% Add +0.2% 6,359 $545K
River Street Advisors LLC 0.28% Add +15.9% 6,336 $543K
D.B. Root & Company, LLC 0.17% Add +87.4% 6,335 $543K
Norden Group LLC 0.06% Reduce -2.1% 6,329 $542K
Integrity Alliance, Llc. 0.06% — 6,312 $541K
City Center Advisors, LLC 0.61% Reduce -30.9% 6,311 $541K
Larson Financial Group LLC 0.03% Reduce -1.3% 6,311 $541K
Modera Wealth Management, LLC 0.01% Add +19.4% 6,300 $540K
Maven Securities LTD 0.09% Add +48.9% 6,300 $540K
Nixon Peabody Trust Co. 0.04% No change 6,300 $540K
Calton & Associates, Inc. 0.24% Reduce -39.0% 6,275 $537K
Bank of Marin 0.43% No change 6,274 $537K
Client 1ST Advisory Group, LLC 0.21% Reduce -7.8% 6,273 $537K
CHICAGO TRUST Co NA 0.10% Add +0.8% 6,272 $537K
Sageworth Trust Co 0.03% No change 6,252 $536K
Kane Investment Management, Inc. 0.30% — 6,236 $534K
Tradewinds Capital Management, LLC 0.14% Reduce -36.0% 6,233 $534K
Westover Capital Advisors, LLC 0.12% Reduce -65.3% 6,200 $531K
Lake Street Private Wealth, LLC 0.08% Reduce -0.5% 6,165 $528K
Capital Advisors Inc. 0.01% Add +3.6% 6,162 $528K
Victory Financial Group, LLC 0.14% — 6,151 $527K
Mascagni Wealth Management, Inc. 0.52% — 5,627 $526K
Gallagher Fiduciary Advisors, LLC 0.10% Add +34.3% 6,134 $525K
4WEALTH Advisors, Inc. 0.54% — 6,131 $525K
Eastern Bank 0.01% Add +5.3% 6,129 $525K
First National Bank of Hutchinson 0.32% No change 6,126 $525K
Sequent Asset Management, LLC 0.26% No change 6,122 $524K
Weaver Consulting Group 0.16% Reduce -37.5% 6,110 $523K
MSH Capital Advisors LLC 0.16% Add +84.4% 6,105 $523K
Stock Yards Bank & Trust Co. 0.02% Reduce -43.0% 6,090 $522K
Sage Mountain Advisors LLC 0.04% No change 6,082 $521K
FRG Family Wealth Advisors LLC 0.09% No change 6,080 $521K
Galvin, Gaustad & Stein, LLC 0.05% Reduce -14.5% 6,055 $519K
Wealthspire Retirement, LLC 0.04% New 6,023 $516K
Black Maple Capital Management LP 0.39% Add +40.9% 6,000 $514K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 6,000 $514K
BNP Paribas 0.01% Reduce -26.7% 5,982 $512K
Naples Global Advisors, LLC 0.05% No change 5,975 $512K
HBK Sorce Advisory LLC 0.02% Reduce -37.4% 5,972 $512K
Compagnie Lombard Odier SCmA 0.01% Add +385.5% 5,957 $510K
Moneta Group Investment Advisors LLC 0.01% Add +16.8% 5,956 $510K
Resurgent Financial Advisors LLC 0.30% Reduce -7.4% 5,945 $509K
Tandem Wealth Advisors LLC 0.26% Reduce -6.0% 5,937 $509K
Selective Wealth Management, Inc. 0.21% Reduce -0.2% 5,565 $508K
Firestone Capital Management 0.13% Add +24.4% 5,925 $508K
Financial Management Network Inc. 0.11% Reduce -0.1% 5,785 $506K
Tsfg, LLC 0.10% Reduce -12.7% 5,902 $506K
TCTC Holdings, LLC 0.02% Add +22.9% 5,905 $506K
Lighthouse Financial LLC 0.41% — 5,900 $505K
Legacy Capital Wealth Partners, LLC 0.12% Reduce -35.0% 5,880 $504K
American Institute for Advanced Investment Management, LLP 0.38% Reduce -3.1% 5,880 $504K
RPG Investment Advisory, LLC 0.07% Reduce -5.7% 5,862 $502K
XTX Topco Ltd 0.04% New 5,855 $502K
TCP Asset Management, LLC 0.11% Add +47.3% 5,846 $501K
Quantbot Technologies LP 0.02% New 5,840 $500K
Winthrop Advisory Group LLC 0.06% Reduce -92.0% 5,835 $500K
Arax Advisory Partners 0.03% Add +9.6% 5,812 $498K
Argent Trust Co 0.02% Add +6.0% 5,810 $498K
Finivi Inc. 0.40% Reduce -2.8% 5,789 $496K
Cassaday & Co Wealth Management LLC 0.01% Reduce -0.7% 5,786 $496K
Dark Forest Capital Management LP 0.07% Reduce -6.2% 5,786 $496K
Carr Financial Group Corp 0.16% Add +5.3% 5,777 $495K
Palumbo Wealth Management LLC 0.18% New 5,775 $495K
Gateway Wealth Partners, LLC 0.13% Add +23.3% 5,770 $494K
Householder Group Estate & Retirement Specialist, LLC 0.37% Reduce -44.6% 5,769 $494K
Private Capital Management LLC 0.10% Add +48.0% 5,765 $494K
PSI Advisors, LLC 0.15% Add +18.9% 5,758 $493K
Bessemer Group Inc. 0.00% Reduce -99.7% 5,758 $493K
Signaturefd, LLC 0.01% Add +8.4% 5,751 $493K
One Charles Private Wealth Services, LLC 0.17% Reduce -14.6% 5,749 $492K
Collective Family Office LLC 0.13% Reduce -8.9% 5,720 $490K
Northwest Bancshares, Inc. 0.09% Reduce -18.6% 5,690 $487K
Summit X, LLC 0.11% Add +11.4% 5,683 $487K
Quattro Financial Advisors LLC 0.13% New 5,243 $485K
Luminist Capital LLC 0.85% — 5,664 $485K
Wulff, Hansen & Co. 0.46% No change 5,650 $484K
Runnymede Capital Advisors, Inc. 0.42% — 5,645 $484K
Strategic Blueprint, LLC 0.03% Reduce -12.0% 5,644 $483K
Veltria Advisors Corp. 0.20% Reduce -96.9% 5,631 $482K
Optimum Investment Advisors 0.21% Add +36.9% 5,625 $482K
NorthRock Partners, LLC 0.02% Reduce -4.5% 5,610 $481K
Unique Wealth Strategies, LLC 0.21% Add +4.5% 5,606 $480K
Renaissance Technologies 0.00% Reduce -97.1% 5,600 $480K
Tradition Wealth Management, LLC 0.04% Reduce -7.5% 5,600 $480K
Syon Capital LLC 0.04% New 5,593 $479K
Court Place Advisors, LLC 0.16% Reduce -20.6% 5,585 $478K
Plimoth Trust Co. LLC 0.12% Reduce -8.3% 5,584 $478K
Comprehensive Financial Consultants Institutional, Inc. 0.17% Add +10.8% 5,576 $478K
Owen LaRue, LLC 0.25% New 5,569 $477K
Obermeyer Wealth Partners 0.02% Add +11.0% 5,566 $477K
Simon Quick Advisors, LLC 0.03% Add +73.7% 5,550 $475K
Horizon Financial Services, LLC 0.27% Reduce -29.4% 5,546 $475K
Sovereign Financial Group, Inc. 0.11% Add +21.0% 5,504 $471K
Hudson Value Partners, LLC 0.18% Reduce -21.4% 5,500 $471K
Sava Infond d.o.o. 0.08% — 5,500 $471K
Lighthouse Wealth Management Inc. 0.43% — 5,495 $471K
Private Client Services, LLC 0.25% Reduce -1.5% 5,490 $470K
Atala Financial Inc 0.33% — 5,485 $470K
Lodestone Wealth Management LLC 0.24% Add +26.6% 5,478 $469K
Central Bank & Trust Co. 0.07% Reduce -2.7% 5,461 $468K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.09% Reduce -7.5% 5,446 $466K
Guardian Asset Advisors, LLC 0.30% Reduce -72.2% 5,408 $464K
Bristlecone Advisors, LLC 0.04% Add +2.6% 5,380 $461K
Blue Door Asset Management, LLC 0.31% Reduce -60.2% 5,369 $460K
Mayfair Advisory Group, LLC 0.27% Add +3.4% 5,367 $460K
Rossby Financial, LCC 0.29% — 5,366 $460K
Eagle Strategies LLC 0.08% New 5,362 $459K
GFS Advisors, LLC 0.07% New 5,360 $459K
Debussy Capital Management LP 0.07% Reduce -4.7% 5,076 $459K
10Elms LLP 0.57% — 5,352 $458K
Wealth Alliance, LLC 0.05% Add +8.1% 5,332 $457K
Bank of Stockton 0.14% Reduce -1.2% 5,331 $457K
EWG Elevate Inc. 0.14% New 5,328 $456K
Founders Grove Wealth Partners, LLC 0.13% — 5,301 $454K
Acorns Advisers, LLC 0.00% Add +72.0% 5,298 $454K
Eagle Global Advisors LLC 0.02% Reduce -12.0% 5,265 $451K
Crewe Advisors LLC 0.06% Add +15.2% 5,258 $450K
McCollum Christoferson Group LLC 0.13% New 5,225 $448K
Advance Capital Management, Inc. 0.02% Add +4.0% 5,210 $446K
Ulland Investment Advisors, LLC 0.31% Add +1.1% 5,205 $446K
LCNB Corp. 0.16% Reduce -5.0% 5,200 $445K
Next Level Private LLC 0.18% Add +0.8% 5,194 $445K
Ironwood Financial, llc 0.09% Add +65.6% 5,183 $444K
Leigh Baldwin & Co., LLC 0.37% — 5,179 $444K
VCI Wealth Management LLC 0.19% Add +27.3% 5,154 $441K
Laird Norton Wetherby Wealth Management, LLC 0.02% No change 5,150 $441K
Creekside Partners 0.23% Reduce -6.2% 5,131 $440K
Americana Partners, LLC 0.02% Reduce -0.1% 5,129 $439K
Towerpoint Wealth, LLC 0.21% Reduce -17.7% 5,122 $439K
Wealthcare Capital Partners, LLC 0.23% — 5,118 $438K
Shepherd Financial Partners LLC 0.05% No change 5,090 $436K
Litman Gregory Wealth Management LLC 0.04% No change 5,085 $436K
Lewis Asset Management, LLC 0.33% Reduce -5.6% 5,069 $434K
Fort Sheridan Advisors LLC 0.06% No change 5,016 $430K
Cape Ann Savings Bank 0.25% No change 5,006 $429K
Arrow Financial Corp 0.04% Add +5.5% 5,002 $428K
FNY Investment Advisers, LLC 0.23% New 5,000 $428K
Tepp RIA, LLC 0.63% — 4,996 $428K
KFA Private Wealth Group, LLC 0.18% Add +118.3% 4,987 $427K
QRG Capital Management, Inc. 0.00% Add +2.7% 4,949 $424K
Private Advisory Group LLC 0.05% Reduce -17.7% 4,939 $423K
OneAscent Financial Services LLC 0.04% New 4,935 $423K
Mather Group, Llc. 0.01% Reduce -0.9% 4,932 $422K
Acima Private Wealth, LLC 0.14% No change 4,922 $422K
Hanover Advisors Inc. 0.18% Add +0.2% 4,921 $422K
Donald L. Hagan, LLC 0.22% Reduce -43.3% 4,917 $421K
Holderness Investments Co. 0.09% Add +10.9% 4,897 $419K
First American Trust, FSB 0.04% Add +75.6% 4,893 $419K
Measured Risk Portfolios, Inc. 0.46% — 4,875 $418K
Novem Group 0.06% — 4,871 $417K
Shulman DeMeo Asset Management LLC 0.11% Add +0.6% 4,851 $416K
Strategic Wealth Partners, Ltd. 0.03% Add +18.4% 4,628 $415K
Capital Planning Advisors, LLC 0.06% New 4,821 $413K
Prelude Capital Management, LLC 0.03% New 4,814 $412K
Lion Street Advisors, LLC 0.13% Reduce -0.6% 4,808 $412K
Atlas Legacy Advisors, LLC 0.10% — 4,797 $411K
Olympiad Research LP 0.42% New 4,753 $407K
Princeton Global Asset Management LLC 0.08% No change 4,750 $407K
Auxano Advisors, LLC 0.10% Add +4.5% 4,744 $406K
FLC Capital Advisors 0.09% Add +8.8% 4,724 $405K
Wealthgarden F.S. LLC 0.38% Reduce -2.1% 4,717 $404K
BlueCrest Capital Management Ltd 0.03% New 4,716 $404K
New England Private Wealth Advisors LLC 0.06% Add +27.6% 4,713 $404K
Magnolia Private Wealth, LLC 0.36% — 4,708 $403K
SlateStone Wealth, LLC 0.04% Add +0.0% 4,710 $403K
Wellington Shields & Co., LLC 0.12% No change 4,700 $403K
Neville Rodie & Shaw Inc. 0.03% Reduce -20.9% 4,648 $398K
Strata Wealth Advisors, LLC 0.12% No change 4,631 $397K
Bruce G. Allen Investments, LLC 0.32% Add +0.6% 4,622 $396K
Alteri Wealth LLC 0.11% — 4,622 $396K
Pinnacle Bancorp, Inc. 0.13% No change 4,619 $396K
TradeWell Securities, LLC. 0.20% — 4,617 $396K
Teamwork Financial Advisors, LLC 0.05% Reduce -2.7% 4,609 $395K
Oakworth Capital, Inc. 0.03% Add +308.7% 4,606 $395K
2UniFi Bank 0.26% — 4,601 $394K
Silvercrest Asset Management Group LLC 0.00% Add +1.4% 4,598 $394K
J. Safra Sarasin Holding AG 0.01% No change 4,575 $392K
Watershed Private Wealth LLC 0.15% No change 4,560 $391K
Lantern Wealth Advisors, LLC 0.25% Reduce -4.4% 4,555 $390K
Wall Street Financial Group, Inc. 0.38% Reduce -75.9% 4,549 $390K
Shoker Investment Counsel, Inc. 0.13% Add +0.1% 4,547 $390K
McDonald Partners LLC 0.10% Add +2.9% 4,527 $388K
City Holding Co. 0.05% Reduce -2.1% 4,521 $387K
Black Point Wealth Management 0.45% Add +0.2% 4,519 $387K
MV Capital Management, Inc. 0.04% Add +5.5% 4,514 $387K
Ritholtz Wealth Management 0.01% Reduce -1.0% 4,496 $385K
Bensler, LLC 0.05% Add +2.2% 4,489 $385K
Mma Asset Management LLC 0.17% Reduce -70.2% 4,476 $383K
Causey Wealth LLC 0.22% — 4,457 $382K
USA Financial Formulas 0.06% New 4,456 $382K
Alexander Labrunerie & Co., Inc. 0.17% No change 4,444 $381K
Tempus Wealth Planning, LLC 0.12% Add +63.3% 4,431 $380K
Icon Wealth Advisors, LLC 0.03% Reduce -13.8% 4,424 $379K
Campion Asset Management 0.29% Reduce -4.5% 4,410 $378K
Arcus Capital Partners, LLC 0.12% Reduce -1.6% 3,995 $377K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +6.4% 4,386 $376K
Cardinal Point Capital Management ULC 0.06% New 4,386 $376K
Longview Financial Advisors, Inc. 0.30% Add +5.8% 4,384 $376K
Blue Zone Wealth Advisors, LLC 0.11% Add +0.9% 4,349 $373K
Montecito Bank & Trust 0.06% Reduce -1.7% 4,306 $369K
Grantvest Financial Group LLC 0.41% — 4,296 $368K
Pinnacle Family Advisors, LLC 0.18% New 4,290 $367K
Fort Washington Investment Advisors Inc. 0.00% Reduce -6.5% 4,284 $367K
Allegheny Financial Group 0.09% Reduce -16.1% 4,283 $367K
Ransom Advisory, Ltd 0.17% Add +4.9% 4,280 $367K
Security National Bank of So Dak 0.20% New 4,260 $365K
Banco BTG Pactual S.A. 0.09% Add +2.7% 4,200 $364K
OMNI 360 Wealth, Inc. 0.24% Reduce -15.8% 4,236 $363K
Coastline Trust Co 0.04% Add +4.3% 4,227 $362K
Key Client Fiduciary Advisors, LLC 0.16% Add +0.6% 4,207 $360K
St Germain D J Co. Inc. 0.02% Add +0.2% 4,205 $360K
Coordinated Financial Services, Inc. 0.28% — 4,171 $357K
Axecap Investments, LLC 0.27% Reduce -1.1% 4,162 $357K
Compound Planning, Inc. 0.02% New 4,156 $356K
Marathon Trading Investment Management LLC 0.06% Reduce -27.1% 4,150 $355K
Wolff Wiese Magana LLC 0.24% Reduce -3.9% 4,146 $355K
Pennsylvania Capital Management Inc. 0.12% Add +16.1% 4,139 $355K
One Capital Management, LLC 0.01% Add +2.2% 4,129 $354K
Baltimore-Washington Financial Advisors, Inc. 0.02% Add +2.9% 4,107 $352K
Obsidian Cio, LLC 0.06% Add +26.3% 4,098 $351K
WealthPLAN Partners, LLC 0.05% Reduce -29.4% 4,089 $350K
Legacy Financial Group, Inc. 0.11% Add +19.6% 4,079 $349K
Coldstream Capital Management Inc. 0.01% Reduce -12.1% 4,077 $349K
Hengehold Capital Management LLC 0.03% Add +6.9% 4,071 $349K
Orleans Capital Management Corp. 0.19% New 3,802 $347K
Kessler Investment Group, LLC 0.16% No change 4,024 $345K
CLG LLC 0.12% — 4,024 $345K
Nikulski Financial, Inc. 0.10% No change 4,019 $344K
LFA - Lugano Financial Advisors SA 0.23% No change 4,018 $344K
Latitude Advisors, LLC 0.19% Reduce -12.8% 4,005 $343K
American Asset Management Inc. 0.35% New 4,000 $343K
Chung Wu Investment Group, LLC 0.35% — 4,000 $343K
Northwest Wealth Management, LLC 0.07% Add +4.0% 4,000 $343K
Copia Wealth Management 0.33% — 3,999 $343K
Aspen Investment Management Inc 0.16% No change 3,994 $342K
Global Financial Private Client, LLC 0.13% Add +0.3% 3,988 $342K
Auour Investments LLC 0.12% New 3,872 $339K
Investor's Fiduciary Advisor Network, LLC 0.13% — 3,948 $338K
Proficio Capital Partners LLC 0.03% New 3,933 $337K
Pure Portfolios Holdings LLC 0.12% Add +15.2% 3,907 $335K
Bearing Point Capital, LLC 0.07% — 3,900 $334K
Northstar Financial Companies, Inc. 0.32% — 3,891 $333K
Tidemark, LLC 0.13% Add +34.1% 3,883 $333K
Members Wealth LLC 0.25% — 3,729 $332K
Capital Asset Advisory Services LLC 0.02% Reduce -5.5% 3,774 $330K
Saxony Capital Management, LLC 0.29% Add +1.8% 3,853 $330K
Ally Invest Advisors Inc. 0.03% Add +15.8% 3,828 $328K
Searle & Co. 0.09% No change 3,818 $327K
Promus Capital, LLC 0.25% — 3,801 $326K
Marks Group Wealth Management, Inc 0.03% No change 3,787 $324K
Leavell Investment Management, Inc. 0.02% Reduce -21.4% 3,783 $324K
Marcum Wealth, LLC 0.03% Reduce -12.4% 3,777 $324K
Steel Grove Capital Advisors, LLC 0.05% Reduce -17.0% 3,771 $323K
Patron Partners, LLC 0.17% Reduce -2.9% 3,742 $321K
Caldwell Trust Co 0.03% Add +2.4% 3,742 $321K
Prosperity Financial Group, Inc. 0.16% Reduce -2.0% 3,728 $319K
Southland Equity Partners LLC 0.07% Reduce -26.9% 3,725 $319K
Successful Portfolios LLC 0.21% Reduce -0.5% 3,720 $319K
Zacks Investment Management 0.00% Reduce -26.9% 3,714 $318K
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.08% No change 3,703 $317K
Avantax Planning Partners, Inc. 0.01% Add +49.3% 3,688 $316K
Aventura Private Wealth, LLC 0.17% — 3,687 $316K
JB Capital LLC 0.02% New 3,671 $315K
Doliver Advisors, LP 0.09% Reduce -8.1% 3,672 $315K
Medallion Wealth Advisors, LLC 0.16% — 3,659 $314K
Octavia Wealth Advisors, LLC 0.04% Reduce -3.9% 3,655 $313K
Ehrlich Financial Group 0.22% Add +29.6% 3,653 $313K
Pacific Sun Financial Corp 0.17% New 3,641 $312K
Apex Wealth Management, LLC 0.27% — 3,640 $312K
MKT Advisors LLC 0.13% Add +13.6% 3,283 $308K
Farmers & Merchants Investments Inc. 0.01% No change 3,561 $305K
Means Investment Co., Inc. 0.03% Add +0.2% 3,557 $305K
Sonata Capital Group Inc. 0.13% Reduce -21.5% 3,555 $304K
Hopwood Financial Services, Inc. 0.23% — 3,541 $303K
LJI Wealth Management, LLC 0.06% Reduce -0.1% 3,540 $303K
Transform Wealth, LLC 0.02% Add +35.5% 3,536 $303K
Peterson Wealth Management 0.18% Reduce -6.0% 3,511 $301K
Poehling Capital Management, INC. 0.07% Reduce -0.8% 3,507 $300K
Cravens & Co Advisors, LLC 0.23% New 3,503 $300K
Greenwood Capital Associates LLC 0.04% Reduce -30.3% 3,503 $300K
Legacy Capital Group California, Inc. 0.09% Reduce -22.8% 3,496 $299K
TrinityPoint Wealth, LLC 0.04% Add +23.0% 3,492 $299K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -93.7% 3,475 $296K
Coastwise Capital Group, LLC 0.24% Add +15.8% 3,440 $295K
Gill Capital Partners, LLC 0.11% Reduce -20.8% 3,425 $293K
Tyche Wealth Partners LLC 0.06% Add +0.7% 3,424 $293K
Heritage Trust Co 0.03% — 3,400 $291K
JPL Wealth Management, LLC 0.08% — 3,394 $291K
Wealthspan Partners, LLC 0.14% Reduce -3.0% 3,388 $290K
Gainplan LLC 0.11% Add +4.8% 3,386 $290K
Ahl Investment Management, Inc. 0.20% Reduce -7.4% 3,382 $290K
Astoria Portfolio Advisors LLC. 0.10% New 3,174 $290K
Gradient Capital Advisors, LLC 0.09% Add +0.1% 3,358 $288K
Newman Dignan & Sheerar, Inc. 0.07% No change 3,350 $287K
Bartlett & Co. Wealth Management LLC 0.00% No change 3,350 $287K
Quartz Partners, LLC 0.17% No change 3,348 $287K
Wetzel Investment Advisors, Inc. 0.14% Add +0.5% 3,346 $287K
Evanson Asset Management, LLC 0.02% Reduce -5.5% 3,339 $286K
Mason Investment Advisory Services, Inc. 0.02% Add +0.5% 3,334 $286K
Fiduciary Alliance LLC 0.03% New 3,332 $285K
Highland Capital Management, LLC 0.02% Reduce -1.3% 3,328 $285K
XML Financial, LLC 0.03% New 3,321 $284K
Evelyn Partners Investment Management (Europe) Ltd 0.10% — 3,312 $284K
Future Financial Wealth Managment LLC 0.21% Add +0.0% 3,310 $284K
Accurate Wealth Management, LLC 0.05% Reduce -2.6% 3,201 $283K
Grandview Asset Management LLC 0.10% New 3,287 $282K
Stratos Investment Management, LLC 0.02% Add +12.4% 3,271 $280K
PBMares Wealth Management LLC 0.06% Add +3.3% 3,271 $280K
Howard Financial Services, LTD. 0.04% Reduce -2.3% 3,256 $279K
ARS Wealth Advisors Group, LLC 0.04% Reduce -8.4% 3,250 $278K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +0.3% 3,246 $278K
Roman Butler Fullerton & Co. 0.09% Add +0.1% 3,076 $278K
PUREfi Wealth, LLC 0.27% — 3,245 $278K
BlackDiamond Wealth Management, LLC 0.16% Reduce -1.3% 3,239 $277K
Fox Hill Wealth Management 0.16% Reduce -0.4% 3,227 $276K
Swmg, LLC 0.11% Reduce -0.5% 3,007 $276K
First Command Advisory Services, Inc. 0.00% Reduce -18.3% 3,217 $276K
First Financial Bank - Trust Division 0.03% Reduce -91.2% 3,215 $275K
MBA Advisors LLC 0.14% Add +6.8% 3,212 $275K
Occidental Asset Management, LLC 0.04% Reduce -16.1% 3,212 $275K
Summit Trail Advisors, LLC 0.01% New 3,201 $274K
PICTET BANK & TRUST Ltd 0.27% No change 3,200 $274K
Grant Private Wealth Management Inc 0.30% — 3,196 $274K
Sageworth Trust Co of South Dakota 0.35% No change 3,195 $274K
Financial Perspectives, Inc 0.09% Add +0.8% 3,166 $271K
Horrell Capital Management, Inc. 0.08% Reduce -24.5% 3,162 $271K
Disciplined Investors, L.L.C. 0.26% — 3,000 $271K
Raab & Moskowitz Asset Management LLC 0.07% No change 3,158 $271K
GGM Financial LLC 0.29% Reduce -2.3% 3,151 $270K
Charter Oak Capital Management, LLC 0.03% Add +12.0% 3,151 $270K
Fulcrum Equity Management 0.27% Reduce -39.5% 3,149 $270K
Mascoma Wealth Management LLC 0.07% Add +1697.7% 3,146 $269K
Compton Wealth Advisory Group, LLC 0.07% No change 3,145 $269K
Mirabaud & Cie SA 0.09% New 3,140 $269K
Viewpoint Capital Management LLC 0.14% No change 3,120 $267K
Realta Investment Advisors 0.11% Reduce -25.9% 3,044 $266K
Western Pacific Wealth Management, LP 0.21% No change 3,100 $266K
Anchor Investment Management, LLC 0.02% Reduce -2.2% 3,090 $265K
Centennial Wealth Advisory LLC 0.10% Add +0.3% 3,087 $264K
First Citizens Financial Corp 0.14% Add +3.1% 3,083 $264K
Gallacher Capital Management LLC 0.13% New 3,074 $263K
NBW Capital LLC 0.05% Reduce -18.8% 3,073 $263K
Financial Partners Group, Inc 0.04% Reduce -2.5% 3,066 $263K
Gryphon Financial Partners LLC 0.04% Add +4.8% 3,060 $262K
Rosenberg Matthew Hamilton 0.07% No change 3,048 $261K
Centerpoint Advisory Group 0.25% — 3,043 $261K
Chapin Davis, Inc. 0.08% No change 2,953 $259K
AtlasMark Financial, Inc 0.24% No change 3,025 $259K
LM Advisors LLC 0.05% Add +18.7% 3,020 $259K
Waterloo Capital, L.P. 0.03% New 3,014 $258K
Avestar Capital, LLC 0.02% Add +12.8% 3,012 $258K
Sterling Investment Advisors, Ltd. 0.06% New 3,008 $258K
Sonora Investment Management Group, LLC 0.02% Add +7.6% 3,006 $258K
NCM Capital Management, LLC 0.12% Add +0.1% 2,987 $256K
JSF Financial, LLC 0.07% Add +20.0% 2,984 $256K
M.E. Allison & Co., Inc. 0.28% — 2,967 $254K
Beacon Bank & Trust 0.06% New 2,965 $254K
Exencial Wealth Advisors, LLC 0.01% Reduce -16.8% 2,963 $254K
Aull & Monroe Investment Management Corp 0.13% No change 2,955 $253K
Monterey Private Wealth, Inc. 0.08% Add +1.3% 2,948 $253K
International Private Wealth Advisors LLC 0.25% New 2,946 $252K
Eldridge Investment Advisors, Inc. 0.06% Reduce -3.3% 2,935 $251K
ArchPoint Investors 0.08% Add +0.0% 2,930 $251K
ICONIQ Capital, LLC 0.00% Add +0.8% 2,928 $251K
Altfest L J & Co. Inc. 0.03% New 2,923 $250K
Westmount Partners, LLC 0.08% Reduce -0.5% 2,919 $250K
Garrison Point Advisors, LLC 0.12% No change 2,910 $249K
Conscious Wealth Investments, LLC 0.17% New 2,649 $249K
Sharp Wealth Advisory, LLC 0.19% No change 2,900 $248K
NDWM LLC 0.21% Reduce -3.6% 2,893 $248K
Childress Capital Advisors, LLC 0.07% No change 2,884 $247K
Summit Financial Strategies, Inc. 0.03% No change 2,882 $247K
New Wave Wealth Advisors LLC 0.10% Reduce -38.0% 2,863 $245K
Stonebridge Financial Group, LLC 0.03% — 2,862 $245K
Maia Wealth LLC 0.05% Reduce -2.9% 2,713 $245K
BOK Financial Private Wealth, Inc. 0.02% Reduce -78.3% 2,841 $243K
Advisory Resource Group 0.05% No change 2,834 $243K
Arbor Investment Advisors, LLC 0.03% New 2,834 $243K
Rockwood Wealth Management, LLC 0.03% Add +20.6% 2,857 $242K
Well Done, LLC 0.04% No change 2,742 $241K
Arkos Global Advisors 0.04% Add +8.3% 2,803 $240K
BlueChip Wealth Advisors LLC 0.13% New 2,797 $240K
Retirement Guys Formula LLC 0.12% Add +1.8% 2,796 $240K
Diversified Trust Co. 0.01% Reduce -0.1% 2,796 $240K
Post Resch Tallon Group Inc. 0.23% — 2,760 $239K
Blue Barn Wealth, LLC 0.13% No change 2,785 $239K
Indiana Trust & Investment Management Co 0.08% No change 2,784 $238K
Pursue Wealth Partners LLC 0.14% No change 2,777 $238K
American Financial Advisors, LLC 0.03% Add +0.6% 2,776 $238K
Laraway Financial Advisors Inc 0.18% Reduce -1.7% 2,774 $238K
Sapient Capital LLC 0.00% New 2,770 $237K
Cura Wealth Advisors, LLC 0.10% — 2,769 $237K
Alexander Randolph Advisory, Inc. 0.22% No change 2,765 $237K
Redhawk Wealth Advisors, Inc. 0.03% Reduce -11.8% 2,757 $236K
BCS Wealth Management 0.06% Reduce -0.4% 2,760 $236K
Pine Harbor Wealth Management, LLC 0.09% Add +0.5% 2,750 $236K
Cassady Schiller Wealth Management, LLC 0.09% Reduce -20.0% 2,739 $235K
Valtinson Bruner Financial Planning LLC 0.08% Add +0.7% 2,729 $234K
MRA Advisory Group 0.12% Reduce -0.0% 2,719 $233K
Wellington Wealth Strategies, LLC. 0.21% Reduce -65.0% 2,590 $232K
Two Sigma Securities, LLC 0.04% Reduce -38.1% 2,704 $232K
Aaron Wealth Advisors LLC 0.03% Reduce -2.0% 2,699 $231K
TruWealth Advisors, LLC 0.01% Reduce -7.0% 2,699 $231K
Calamos Wealth Management LLC 0.01% New 2,699 $231K
Uptown Financial Advisors LLC 0.25% — 2,697 $231K
Heritage Investors Management Corp. 0.01% Reduce -3.6% 2,700 $231K
Siligmueller & Norvid Wealth Advisors LLC 0.10% — 2,683 $230K
My Personal CFO, LLC 0.12% Reduce -0.0% 2,674 $229K
Van Hulzen Asset Management, LLC 0.02% Add +0.5% 2,668 $229K
Sharkey, Howes & Javer 0.03% Add +0.8% 2,662 $228K
Caxton Associates LP 0.01% New 2,658 $228K
Apella Capital, LLC 0.01% New 2,655 $227K
ELCO Management Co., LLC 0.12% Reduce -39.1% 2,650 $227K
Estate Counselors, LLC 0.02% New 2,650 $227K
Sincerus Advisory, LLC 0.24% — 2,650 $227K
Clifford Swan Investment Counsel LLC 0.01% No change 2,650 $227K
L & S Advisors Inc 0.03% New 2,636 $226K
Hobbs Group Advisors, LLC 0.08% Add +19.8% 2,635 $226K
Edge Capital Group, LLC 0.01% Reduce -15.1% 2,631 $225K
Peterson Wealth Services 0.07% No change 2,627 $225K
Foresight Capital Management Advisors, Inc. 0.13% Reduce -3.3% 2,612 $224K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -24.7% 2,610 $224K
Inspire Advisors, LLC 0.03% Reduce -2.9% 2,609 $223K
First Foundation Advisors 0.01% Reduce -10.5% 2,609 $223K
17 Capital Partners, LLC 0.14% New 2,600 $223K
Wealth Alliance Advisory Group, LLC 0.05% Reduce -48.1% 2,598 $223K
Wealthedge Investment Advisors, LLC 0.10% — 2,597 $222K
CVFG LLC 0.20% — 2,591 $222K
Dynamic Wealth Strategies, LLC 0.20% Reduce -20.1% 2,588 $222K
Cutter & CO Brokerage, Inc. 0.05% Reduce -2.7% 2,566 $220K
Schneider Downs Wealth Management Advisors, LP 0.04% Reduce -46.0% 2,552 $219K
Purkiss Capital Advisors LLC 0.19% — 2,548 $218K
one8zero8, LLC 0.05% — 2,544 $218K
PDS Planning, Inc 0.02% Reduce -70.0% 2,544 $218K
Iowa State Bank 0.05% No change 2,539 $217K
Comprehensive Financial Planning, Inc. 0.18% — 2,534 $217K
Cadent Capital Advisors, LLC 0.08% Reduce -98.0% 2,531 $217K
STAR Financial Bank 0.16% Add +5.2% 2,519 $216K
Keebeck Wealth Management 0.03% Reduce -28.6% 2,508 $215K
Natixis 0.00% No change 2,506 $215K
Basso Capital Management, L.P. 0.19% No change 2,505 $215K
J2 Capital Management Inc 0.20% — 2,501 $214K
Adamsbrown Wealth Consultants LLC 0.07% Add +3.3% 2,501 $214K
Daiwa Securities Group Inc. 0.00% Add +25.0% 2,500 $214K
Cornerstone Select Advisors, LLC 0.21% — 2,490 $213K
Benchmark Investment Advisors LLC 0.14% Add +0.3% 2,489 $213K
Rwa Wealth Partners, LLC 0.00% New 2,489 $213K
Compass Financial Services Inc 0.12% — 2,477 $212K
Brave Asset Management Inc. 0.07% Reduce -2.0% 2,472 $212K
Strategic Family Wealth Counselors, L.L.C. 0.07% Add +2.1% 2,470 $212K
First Heartland Consultants, Inc. 0.02% Reduce -6.9% 2,466 $211K
Burns Matteson Capital Management, LLC 0.12% New 2,465 $211K
Briaud Financial Planning Inc 0.09% Reduce -18.2% 2,470 $211K
Tiller Private Wealth, Inc. 0.09% Reduce -2.4% 2,440 $209K
Elevatus Welath Management 0.07% Add +0.0% 2,433 $208K
Cordgrass Capital Advisors, LLC 0.06% Add +15.3% 2,423 $208K
Nicolet Advisory Services, LLC 0.02% New 2,346 $207K
Bison Wealth, LLC 0.03% — 2,420 $207K
Delta Financial Group, Inc. 0.05% New 2,415 $207K
Core Wealth Partners LLC 0.12% Reduce -24.6% 2,411 $206K
Nicolet Bankshares Inc. 0.04% No change 2,410 $206K
Total Clarity Wealth Management, Inc. 0.07% New 2,405 $206K
Broyhill Asset Management, LLC 0.18% — 2,400 $206K
Bellecapital International Ltd. 0.04% New 2,400 $206K
Wellington Shields Capital Management, LLC 0.04% Add +9.1% 2,397 $205K
Hills Bank & Trust Co 0.02% New 2,397 $205K
Lakeridge Wealth Management LLC 0.11% Add +0.5% 2,391 $205K
Arlington Trust Co LLC 0.04% No change 2,391 $205K
American Money Management, LLC 0.04% Reduce -11.8% 2,390 $205K
Anson Capital, Inc. 0.18% Reduce -14.0% 2,388 $205K
Paragon Capital Management Ltd 0.04% No change 2,386 $204K
YANKCOM Partnership 0.11% — 2,382 $204K
Boston Family Office LLC 0.01% Reduce -72.5% 2,383 $204K
Whitener Capital Management, Inc. 0.06% New 2,373 $203K
Hara Capital LLC 0.13% No change 2,370 $203K
Straight Path Wealth Management 0.08% Add +0.6% 2,363 $202K
Sage Capital Management, LLC 0.10% Add +0.5% 2,357 $202K
Parkside Advisors LLC 0.05% No change 2,355 $202K
Oliver Luxxe Assets LLC 0.04% No change 2,295 $202K
Valley Wealth Managers, Inc. 0.01% No change 2,350 $201K
Investment Advisory Group, LLC 0.07% No change 2,348 $201K
L.K. Benson & Company, P.C. 0.14% — 2,344 $201K
Solidarity Wealth, LLC 0.05% No change 2,344 $201K
Essential Planning, LLC. 0.00% New 2,210 $201K
Peak Financial Management, Inc. 0.06% No change 2,340 $200K
Clarity Capital Partners LLC 0.10% Reduce -31.2% 2,339 $200K
Evermay Wealth Management LLC 0.03% Reduce -13.3% 2,313 $198K
NFSG Corp 0.05% Add +31.6% 2,286 $196K
Amundi 0.00% Add +2.1% 2,179 $192K
Kings Path Partners LLC 0.08% Reduce -11.0% 2,225 $191K
Park Square Financial Group, LLC 0.13% — 2,150 $184K
Flagship Wealth Advisors, LLC 0.11% — 2,131 $183K
Pacific Capital Wealth Advisors, Inc. 0.03% No change 2,085 $179K
Webster Bank, N. A. 0.02% Reduce -74.2% 2,055 $176K
Chilton Capital Management LLC 0.01% Add +15.3% 2,014 $173K
Federation des caisses Desjardins du Quebec 0.00% Reduce -81.0% 1,979 $170K
Brown Brothers Harriman & Co. 0.00% Reduce -0.6% 1,973 $169K
Pin Oak Investment Advisors Inc. 0.15% No change 1,900 $167K
Marshall Investment Management, LLC 0.10% — 1,882 $165K
LRI Investments, LLC 0.02% No change 1,924 $165K
Carolinas Wealth Consulting LLC 0.03% Reduce -0.9% 1,920 $164K
Collier Financial 0.15% — 1,905 $163K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +89.6% 1,879 $161K
Assetmark, Inc. 0.00% Add +13.3% 1,877 $161K
Coppell Advisory Solutions LLC 0.02% Reduce -3.3% 1,871 $158K
Key Financial Inc 0.04% No change 1,842 $158K
Synergy Asset Management, LLC 0.01% New 1,724 $151K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,676 $144K
Horizon Bancorp Inc. 0.07% Add +22.3% 1,653 $142K
ORG Partners LLC 0.02% Reduce -24.8% 1,643 $141K
Winch Advisory Services, LLC 0.04% Reduce -12.7% 1,633 $140K
NCP Inc. 0.07% Reduce -10.3% 1,608 $138K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,500 $136K
Joseph Group Capital Management 0.05% No change 1,523 $130K
Operose Advisors LLC 0.04% Reduce -0.6% 1,520 $130K
Duncker Streett & Co. Inc. 0.02% Add +41.2% 1,518 $130K
Sound Income Strategies, LLC 0.01% Add +95.4% 1,499 $128K
Provident Wealth Management, LLC 0.04% Reduce -7.5% 1,484 $127K
Main Management LLC 0.01% Reduce -92.0% 1,479 $127K
C M Bidwell & Associates Ltd. 0.08% Add +0.1% 1,448 $124K
Harbor Capital Advisors, Inc. 0.01% Add +7.7% 1,447 $124K
Delta Asset Management LLC 0.01% No change 1,427 $122K
Wells Financial Advisors INC 0.16% No change 1,410 $121K
GAMMA Investing LLC 0.01% Add +2.9% 1,403 $120K
Perritt Capital Management Inc 0.06% Add +0.8% 1,381 $118K
Missouri Trust & Investment Co 0.04% Add +150.0% 1,350 $116K
Centerpoint Advisors, LLC 0.04% Reduce -12.8% 1,337 $115K
Core Alternative Capital 0.02% New 1,335 $114K
Phillips Financial Management, LLC 0.01% No change 1,314 $113K
Alexis Investment Partners, LLC 0.05% — 1,280 $110K
Founders Capital Management 0.07% Add +2.8% 1,273 $109K
Addison Advisors LLC 0.03% No change 1,271 $109K
Heartland Advisors Inc. 0.01% New 1,271 $109K
Biltmore Family Office, LLC 0.02% No change 1,250 $107K
Ritter Daniher Financial Advisory LLC / DE 0.03% Add +0.8% 1,239 $106K
West Paces Advisors Inc. 0.03% Reduce -6.9% 1,233 $106K
Transce3nd, LLC 0.04% — 1,198 $105K
Bangor Savings Bank 0.01% Reduce -18.4% 1,188 $102K
Quest 10 Wealth Builders, Inc. 0.10% — 1,180 $101K
Tucker Asset Management LLC 0.02% Add +9.5% 1,173 $100K
Mainstream Capital Management LLC 0.07% New 1,123 $96K
Cranbrook Wealth Management, LLC 0.02% Add +0.1% 1,101 $94K
University of Texas/Texas Am Investment Management Co. 0.01% No change 1,097 $94K
WestEnd Advisors, LLC 0.00% Reduce -2.9% 1,090 $93K
Abound Wealth Management 0.03% No change 1,052 $90K
Glassman Wealth Services 0.01% Reduce -24.3% 1,004 $86K
MTM Investment Management, LLC 0.03% Add +0.4% 1,003 $86K
Beacon Capital Management, LLC 0.01% Reduce -11.6% 1,003 $86K
MGB Wealth Management, LLC 0.03% No change 1,000 $86K
Wormser Freres Gestion 0.05% No change 1,000 $85K
CVA Family Office, LLC 0.01% No change 991 $85K
Perkins Coie Trust Co 0.02% No change 971 $83K
Financial Life Planners 0.07% — 953 $82K
Hilltop National Bank 0.02% No change 933 $80K
Riggs Asset Managment Co. Inc. 0.02% Reduce -98.6% 934 $79K
GoalVest Advisory LLC 0.02% Add +2.8% 920 $79K
Global Trust Asset Management, LLC 0.03% Add +12.5% 900 $77K
Raffa Wealth Management, LLC 0.02% No change 883 $76K
HighMark Wealth Management LLC 0.04% Add +0.1% 870 $75K
Pension & Wealth Management Advisors, Inc. 0.03% New 870 $75K
Howe & Rusling Inc. 0.01% Add +10.1% 861 $74K
Nemes Rush Group LLC 0.01% Reduce -11.4% 856 $73K
Wintrust Investments LLC 0.06% Reduce -45.8% 860 $73K
Ashton Thomas Securities, LLC 0.02% Reduce -11.2% 833 $71K
TD Capital Management LLC 0.01% No change 827 $71K
Gleason Group, Inc. 0.01% Add +0.9% 814 $70K
Integrity Financial Corp 0.04% No change 803 $69K
Hazlett, Burt & Watson, Inc. 0.03% Add +4.1% 791 $68K
Russell Investments Group, Ltd. 0.00% Add +3.8% 757 $65K
First United Bank & Trust 0.02% Reduce -5.0% 755 $65K
Tortoise Investment Management, LLC 0.01% New 745 $64K
McIlrath & Eck, LLC 0.01% No change 742 $64K
Raleigh Capital Management Inc. 0.02% Reduce -2.1% 734 $63K
WFA Asset Management Corp 0.03% Add +0.8% 728 $62K
Creekmur Asset Management LLC 0.01% Reduce -12.6% 704 $60K
Wingate Wealth Advisors, Inc. 0.06% — 704 $60K
Atticus Wealth Management, LLC 0.02% Reduce -40.8% 703 $60K
Olistico Wealth, LLC 0.03% No change 685 $59K
Transcendent Capital Group LLC 0.03% Reduce -29.0% 685 $59K
WealthShield Partners, LLC 0.01% Reduce -38.3% 678 $58K
Redwood Park Advisors LLC 0.05% — 673 $58K
Delos Wealth Advisors, LLC 0.05% Reduce -2.9% 661 $57K
Trust Co. of Vermont 0.00% No change 649 $56K
Continuum Advisory, LLC 0.01% No change 639 $55K
Accredited Wealth Management, LLC 0.05% — 630 $54K
Studio Investment Management LLC 0.01% Add +43.6% 629 $54K
Byrne Asset Management LLC 0.04% Add +6.5% 627 $54K
Plante Moran Financial Advisors, LLC 0.00% Reduce -24.2% 625 $54K
Millstone Evans Group, LLC 0.04% — 624 $53K
MPWM Advisory Solutions, LLC 0.04% — 604 $52K
Payden & Rygel 0.00% New 598 $51K
Townsend Asset Management Corp. /NC/ 0.02% Add +0.3% 584 $50K
Smithfield Trust Co 0.00% No change 585 $50K
MCF Advisors LLC 0.00% Add +0.5% 562 $48K
Atlantic Edge Private Wealth Management, LLC 0.01% Reduce -3.9% 562 $48K
Colonial Trust Advisors 0.00% Reduce -10.7% 562 $48K
Maryland Capital Advisors Inc. 0.02% No change 544 $47K
Cornerstone National Bank & Trust Co 0.02% Add +1294.9% 544 $47K
IAG Wealth Partners, LLC 0.01% Add +68.6% 521 $45K
Davis Capital Management 0.04% No change 520 $45K
Barrett & Company, Inc. 0.02% Add +6.2% 512 $44K
S.A. Mason LLC 0.02% Reduce -13.8% 500 $43K
Tanglewood Legacy Advisors, LLC 0.02% No change 500 $43K
Elevation Wealth Partners, LLC 0.02% Reduce -3.6% 482 $41K
Bollard Group LLC 0.00% Reduce -15.3% 481 $41K
Main Street Group, LTD 0.02% No change 478 $41K
Turim 21 Investimentos Ltda. 0.01% Add +15.0% 460 $40K
Concord Wealth Partners 0.01% Add +813.7% 466 $40K
Family Manage LLC 0.01% New 464 $40K
Paladin Advisory Group, LLC 0.03% No change 449 $38K
Kohmann Bosshard Financial Services, LLC 0.00% New 447 $38K
Hamilton Point Investment Advisors, LLC 0.01% Reduce -44.7% 446 $38K
JDM Financial Group LLC 0.02% No change 443 $38K
Caitlin John, LLC 0.03% Reduce -86.1% 442 $38K
NewSquare Capital LLC 0.00% Reduce -97.7% 3,930 $37K
Whipplewood Advisors, LLC 0.02% — 430 $37K
Belmont Capital, LLC 0.01% Reduce -82.0% 430 $37K
First Community Trust NA 0.03% No change 415 $36K
Guardian Wealth Advisors, LLC / NC 0.00% Add +1.7% 412 $35K
Walleye Capital LLC 0.00% Reduce -32.5% 408 $35K
Morling Financial Advisors, LLC 0.01% New 400 $34K
Physician Wealth Advisors, Inc. 0.01% New 383 $33K
Pacific Center for Financial Services 0.01% Reduce -49.7% 382 $33K
Vermillion Wealth Management, Inc. 0.02% — 382 $33K
Cape Investment Advisory, Inc. 0.01% Add +0.5% 378 $32K
Stephens Consulting, LLC 0.01% No change 377 $32K
PFS Partners, LLC 0.02% Add +0.5% 371 $32K
Hager Investment Management Services, LLC 0.02% — 368 $32K
DHJJ Financial Advisors, Ltd. 0.01% No change 365 $31K
Your Advocates Ltd., LLP 0.01% Add +0.8% 359 $31K
Bare Financial Services, Inc 0.01% No change 352 $30K
WR Wealth Planners, LLC 0.01% Reduce -21.6% 351 $30K
Hantz Financial Services, Inc. 0.00% Add +36.3% 353 $30K
Birchbrook, Inc. 0.02% No change 340 $29K
Financial Management Professionals, Inc. 0.00% Add +0.6% 338 $29K
Centennial Bank 0.01% No change 312 $27K
Rialto Wealth Management, LLC 0.01% — 302 $26K
Painted Porch Advisors LLC 0.01% Reduce -10.7% 300 $26K
GKV Capital Management Co., Inc. 0.01% — 300 $26K
Serenus Wealth Advisors, LLC 0.00% — 25,349 $25K
Archer Investment Corp 0.01% No change 296 $25K
Kiely Wealth Advisory Group, Inc. 0.02% No change 278 $25K
Dunhill Financial, LLC 0.01% Add +0.3% 293 $25K
Holos Integrated Wealth LLC 0.02% — 289 $25K
Ascentis Wealth Management, LLC 0.01% Reduce -14.2% 284 $24K
Rice Partnership, LLC 0.00% Add +320.0% 273 $23K
MilWealth Group LLC 0.01% No change 256 $22K
SJS Investment Consulting Inc. 0.00% No change 249 $21K
FSA Wealth Management LLC 0.01% Add +0.4% 246 $21K
Strengthening Families & Communities, LLC 0.01% Add +0.8% 241 $21K
Gables Capital Management Inc. 0.01% No change 243 $21K
Register Financial Advisors LLC 0.01% Add +11.0% 242 $21K
Vision Financial Markets LLC 0.02% — 241 $21K
Compass Wealth Management LLC 0.01% No change 240 $21K
Centricity Wealth Management, LLC 0.02% — 240 $21K
Quent Capital, LLC 0.00% New 237 $20K
Legacy Investment Solutions, LLC 0.01% No change 225 $20K
Legacy Wealth Managment, LLC 0.01% No change 225 $20K
Rise Advisors, LLC 0.01% Add +2.6% 233 $20K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -99.0% 232 $20K
Lee Danner & Bass Inc. 0.00% New 225 $19K
FWL Investment Management, LLC 0.01% Reduce -8.2% 223 $19K
Ogorek Anthony Joseph /NY/ 0.01% No change 223 $19K
Iron Horse Wealth Management, LLC 0.01% No change 221 $19K
DT Investment Partners, LLC 0.00% New 211 $18K
Human Investing LLC 0.00% New 210 $18K
Element Wealth, LLC 0.01% Reduce -6.5% 200 $17K
Kieckhefer Group LLC 0.01% — 200 $17K
Fortitude Family Office, LLC 0.01% No change 200 $17K
Towne Trust Company, N.A 0.01% New 200 $17K
Strategic Investment Solutions, Inc. 0.01% No change 200 $17K
West Oak Capital, LLC 0.01% No change 200 $17K
Denver PWM, LLC 0.01% Add +1.0% 196 $17K
SOA Wealth Advisors, LLC. 0.00% Add +2.7% 192 $16K
Reyes Financial Architecture, Inc. 0.01% — 191 $16K
Bernard Wealth Management Corp. 0.01% — 190 $16K
Pineridge Advisors LLC 0.01% Reduce -55.3% 189 $16K
Smartleaf Asset Management LLC 0.00% No change 189 $16K
Roble, Belko & Company, Inc 0.00% No change 190 $16K
Ameritas Investment Partners, Inc. 0.00% Add +0.6% 181 $15K
Richard W. Paul & Associates, LLC 0.01% No change 180 $15K
Hartford Financial Management Inc. 0.00% No change 173 $15K
Clean Yield Group 0.00% Add +0.6% 166 $14K
Rakuten Securities, Inc. 0.01% Reduce -22.9% 165 $14K
First PREMIER Bank 0.00% Add +3.3% 158 $14K
Richards, Merrill & Peterson, Inc. 0.01% — 160 $14K
RE Dickinson Investment Advisors, LLC 0.01% No change 160 $14K
Ballast Advisors LLC 0.00% No change 150 $13K
Asset Dedication, LLC 0.00% Reduce -28.3% 147 $13K
Midwest Capital Advisors, LLC 0.01% — 146 $13K
Morse Asset Management, Inc 0.00% No change 144 $12K
Evergreen Private Wealth LLC 0.01% New 143 $12K
Bogart Wealth, LLC 0.00% Add +0.8% 135 $12K
Citizens National Bank Trust Department 0.00% No change 130 $11K
Financial Gravity Companies, Inc. 0.00% Add +1742.9% 129 $11K
Albion Financial Group 0.00% Add +54.3% 125 $11K
Avion Wealth 0.00% Reduce -74.0% 118 $10K
DiNuzzo Private Wealth, Inc. 0.00% No change 114 $10K
Chapman Financial Group, LLC 0.01% — 110 $9K
United Community Bank 0.00% No change 110 $9K
Slocum, Gordon & Co LLP 0.01% No change 108 $9K
Silicon Valley Capital Partners 0.00% No change 108 $9K
Covestor Ltd 0.01% Reduce -91.9% 101 $9K
Minot DeBlois Advisors LLC 0.01% — 105 $9K
Sachetta, LLC 0.00% No change 100 $9K
Park Place Capital Corp 0.00% Reduce -83.8% 100 $9K
Versant Capital Management, Inc 0.00% No change 90 $8K
Colony Family Offices, LLC 0.00% No change 87 $7K
IMG Wealth Management, Inc. 0.01% — 83 $7K
HHM Wealth Advisors, LLC 0.00% Add +1.3% 81 $7K
Pacifica Partners Inc. 0.00% No change 80 $7K
Moser Wealth Advisors, LLC 0.00% No change 80 $7K
Anfield Capital Management, LLC 0.00% New 78 $7K
REAP Financial Group, LLC 0.00% No change 77 $7K
Frazier Financial Advisors, LLC 0.01% Add +51.0% 77 $7K
EnRich Financial Partners LLC 0.00% No change 75 $6K
Cherry Tree Wealth Management, LLC 0.00% New 75 $6K
Wagner Wealth Management, LLC 0.00% Add +1.4% 73 $6K
Menard Financial Group LLC 0.00% Reduce -99.4% 72 $6K
Bellevue Asset Management, LLC 0.00% No change 72 $6K
Bank & Trust Co 0.00% No change 67 $6K
Elequin Capital, LP 0.00% New 65 $6K
VSM Wealth Advisory, LLC 0.00% — 64 $5K
WealthTrak Capital Management LLC 0.00% — 62 $5K
City State Bank 0.00% No change 60 $5K
Game Plan Financial Advisors, LLC 0.00% No change 60 $5K
Foster Dykema Cabot & Partners, LLC 0.00% No change 58 $5K
Eukles Asset Management 0.00% No change 56 $5K
Summer Road LLC 0.00% No change 50 $5K
Aspect Partners, LLC 0.00% No change 51 $4K
Highline Wealth Partners LLC 0.00% Reduce -82.8% 50 $4K
LGT Financial Advisors LLC 0.01% Reduce -64.7% 48 $4K
WPG Advisers, LLC 0.00% — 44 $4K
Beaird Harris Wealth Management, LLC 0.00% Reduce -98.2% 44 $4K
Brooklyn Investment Group 0.00% New 43 $4K
1620 Investment Advisors, Inc. 0.00% No change 39 $3K
Logan Capital Management Inc. 0.00% Add +2.6% 39 $3K
Cedar Mountain Advisors, LLC 0.00% New 36 $3K
Advanced Asset Management Advisors Inc 0.00% Add +50.0% 30 $3K
Pingora Partners LLC 0.00% No change 29 $2K
Oarsman Capital, Inc. 0.00% Reduce -94.3% 29 $2K
Central Pacific Bank - Trust Division 0.00% No change 27 $2K
Oxford Financial Group, LTD. LLC 0.00% No change 27 $2K
Sanctuary Wealth Management, L.L.C. 0.00% No change 25 $2K
Colonial Trust Co / SC 0.00% Reduce -72.2% 25 $2K
Valley National Advisers Inc. 0.00% Reduce -41.7% 28 $2K
Weaver Capital Management LLC 0.00% Add +15.0% 23 $2K
Prestige Wealth Management Group LLC 0.00% No change 23 $2K
Truvestments Capital LLC 0.00% Reduce -68.1% 22 $2K
Cedar Wealth Management, LLC 0.00% Reduce -99.9% 20 $2K
Tower View Wealth Management LLC 0.00% Reduce -29.6% 19 $2K
Lavaca Capital LLC 0.00% New 17 $1K
North Ridge Wealth Advisors, Inc. 0.00% New 17 $1K
Marshall & Sterling Wealth Advisors Inc. 0.00% — 14 $1K
Coston, McIsaac & Partners 0.00% No change 15 $1K
Mountain Hill Investment Partners Corp. 0.00% — 11 $967
Valued Wealth Advisors LLC 0.00% No change 11 $918
Lanark Financial, Inc. 0.06% — 7 $669
AllSquare Wealth Management LLC 0.00% No change 3 $257
FLP Wealth Management, LLC 0.00% — 1 $86
Friedenthal Financial 0.00% No change 1 $86
Parallax Volatility Advisers, L.P. 0.00% Reduce -100.0% 1 $86
Sugarloaf Wealth Management, LLC 0.00% No change 1 $77

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