SS Energy Select SectorXLEETF

13F holders, Q1 2025 (March 31)
1,843holders −44
146new positions
170sold out
8famous investors
$93.28avg. 13F price*

At the end of Q1 2025, 1,843 institutions reported holding SS Energy Select Sector (XLE) in their 13F filings, down 44 from Q4 2024. 146 opened new positions and 170 sold out. The largest holders were Bank of America Corp. ($2.6B), Morgan Stanley ($1.5B) and Wells Fargo & Company ($1.3B). 8 famous investors held it, including Paul Tudor Jones (0.5% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
SS Energy Select Sector
Filed as
SELECT SECTOR SPDR TR (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions146$321.9M
Exits170$538.6M

All 13F filers, Q4 2024 → Q1 2025: 31,565,251 shares bought and 36,029,782 shares sold, net −4,464,531 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,843 holders

Bank of America Corp. 0.23% Reduce -16.3% 27,812,844 $2.6B
Morgan Stanley 0.11% Reduce -8.4% 16,321,234 $1.5B
Wells Fargo & Company 0.32% Reduce -0.2% 14,233,237 $1.3B
JPMorgan Chase & Co. 0.07% Add +32.7% 10,506,201 $981.8M
UBS Group AG 0.19% Reduce -0.7% 9,388,407 $877.3M
Goldman Sachs Group Inc. 0.13% Reduce -17.1% 7,363,996 $688.2M
LPL Financial LLC 0.24% Reduce -6.3% 6,730,761 $629.0M
Barclays PLC 0.25% Add +324.7% 5,881,142 $549.6M
Menora Mivtachim Holdings LTD. 3.05% Add +305.6% 5,007,550 $468.0M
BNP Paribas Financial Markets 0.26% Reduce -25.2% 3,654,715 $341.5M
HSBC Holdings PLC 0.21% Add +829.6% 3,418,739 $319.8M
Hamilton Capital, LLC 18.95% Add +0.8% 3,350,019 $313.1M
Citigroup Inc. 0.23% Add +238.4% 3,177,782 $297.0M
Raymond James Financial Inc. 0.11% Reduce -6.9% 3,124,815 $292.0M
Royal Bank of Canada 0.06% Reduce -10.2% 3,014,390 $281.7M
Cibc World Market Inc. 0.63% Add +78.8% 2,948,791 $275.6M
Ameriprise Financial Inc. 0.07% Reduce -28.0% 2,829,677 $265.2M
Susquehanna International Group, LLP 0.38% Add +127.0% 2,455,934 $229.5M
Harel Insurance Investments & Financial Services Ltd. 2.65% Reduce -0.0% 2,164,752 $202.2M
Envestnet Asset Management Inc. 0.05% Reduce -41.7% 1,756,662 $164.2M
Healthcare of Ontario Pension Plan Trust Fund 0.36% Add +20.7% 1,750,000 $163.5M
Phoenix Financial Ltd. 2.37% Add +56.6% 1,656,002 $154.8M
Migdal Insurance & Financial Holdings Ltd. 2.05% Add +18164.7% 1,558,341 $145.6M
Bank of Montreal 0.07% Add +3.9% 1,409,476 $131.7M
Canada Pension Plan Investment Board 0.12% No change 1,350,000 $126.2M
State Street Corp. 0.01% Add +717.1% 1,336,477 $124.9M
Northern Trust Corp. 0.02% Reduce -5.7% 1,292,764 $120.8M
Wealthfront Advisers LLC 0.31% Reduce -0.0% 1,234,488 $115.4M
Quantitative Investment Management, LLC 9.77% New 1,136,868 $106.2M
TD Asset Management Inc 0.09% Add +0.0% 1,039,055 $97.1M
Provida Pension Fund Administrator 1.92% Reduce -40.1% 1,019,687 $95.3M
Commonwealth Equity Services, LLC 0.13% Reduce -1.2% 1,019,475 $95.3M
Stifel Financial Corp. 0.10% Reduce -15.7% 1,017,838 $95.1M
HighTower Advisors, LLC 0.13% Reduce -15.4% 989,765 $92.5M
Cetera Investment Advisers 0.17% Add +4.3% 954,684 $89.2M
Osaic Holdings, Inc. 0.20% Add +10.5% 949,670 $88.8M
Allen Investment Management, LLC 0.90% Add +135.4% 829,570 $77.5M
Balyasny Asset Management L.P. 0.19% Reduce -14.7% 793,098 $74.1M
Cambridge Investment Research Advisors, Inc. 0.25% Add +9.6% 779,564 $72.8M
PNC Financial Services Group, Inc. 0.04% Reduce -2.9% 765,232 $71.5M
Exchange Traded Concepts, LLC 1.19% Add +72.1% 715,068 $66.8M
Charles Schwab Investment Management Inc. 0.01% Reduce -5.3% 710,835 $66.4M
J.Safra Asset Management Corp 5.38% Add +2.5% 708,247 $66.2M
RiverFront Investment Group, LLC 1.36% Reduce -16.4% 652,989 $61.0M
Rockefeller Capital Management L.P. 0.14% Reduce -11.2% 590,166 $55.2M
Tudor Investment Corporation 0.48% Reduce -74.7% 571,287 $53.4M
EP Wealth Advisors, LLC 0.42% Add +0.9% 564,828 $52.8M
Agf Management Ltd. 0.28% Reduce -4.2% 564,457 $52.7M
Truist Financial Corp. 0.08% Reduce -5.0% 560,105 $52.3M
Corient Private Wealth LP 0.09% Reduce -26.7% 558,585 $52.2M
Janney Montgomery Scott LLC 0.14% Reduce -10.2% 538,731 $50.3M
CW Advisors, LLC 0.57% Add +4.6% 510,014 $47.7M
Alps Advisors Inc. 0.26% Add +11.4% 486,237 $45.4M
Fifth Third Bancorp 0.17% Reduce -1.1% 469,050 $43.8M
US Bancorp \de 0.06% Reduce -6.7% 461,917 $43.2M
Private Advisor Group, LLC 0.25% Reduce -15.7% 442,862 $41.4M
Tocqueville Asset Management L.P. 0.67% Add +0.2% 440,153 $41.1M
Jane Street Group, LLC 0.07% Reduce -79.0% 420,234 $39.3M
Pathstone Holdings, LLC 0.17% Add +93.5% 411,870 $38.5M
Cwm, LLC 0.15% Add +9.1% 400,208 $37.4M
Equitable Trust Co. 2.04% Reduce -2.4% 394,139 $36.8M
Cantor Fitzgerald, L. P. 1.37% Add +56.2% 390,404 $36.5M
Signature Estate & Investment Advisors LLC 0.96% Reduce -13.1% 387,861 $36.2M
Baird Financial Group, Inc. 0.07% Reduce -38.4% 387,811 $36.2M
Forbes J M & Co. LLP 3.40% Add +3.4% 375,606 $35.1M
MML Investors Services, LLC 0.11% Reduce -44.6% 367,822 $34.4M
Focus Partners Wealth 0.08% Reduce -20.8% 358,999 $33.5M
Blue Chip Partners, LLC 2.87% Add +4.9% 356,010 $33.3M
KCM Investment Advisors LLC 1.19% Reduce 0.0% 353,448 $33.0M
Cerity Partners LLC 0.07% Reduce -7.0% 352,053 $32.9M
Advisors Preferred, LLC 4.42% Add +5453.0% 349,840 $32.9M
GenTrust, LLC 1.57% Reduce -0.1% 348,979 $32.6M
Capital Fund Management S.A. 0.42% Reduce -30.6% 348,757 $32.6M
Quadrature Capital Ltd 0.70% Add +18.2% 337,895 $31.6M
Affinity Wealth Management LLC 5.85% Add +3.3% 337,248 $31.5M
Avantax Advisory Services, Inc. 0.19% Add +47.4% 326,934 $30.6M
BlackRock, Inc. 0.00% Reduce -38.8% 319,182 $29.8M
Modern Wealth Management, LLC 0.95% Add +5.3% 316,623 $29.6M
Meiji Yasuda Life Insurance Co 0.58% No change 310,260 $29.0M
Crestwood Advisors Group, LLC 0.53% Reduce -4.5% 296,208 $27.7M
Qube Research & Technologies Ltd 0.04% New 291,130 $27.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.83% Add +8.3% 288,298 $26.9M
Brown Advisory Inc. 0.04% Reduce -1.1% 288,072 $26.9M
Manufacturers Life Insurance Company, The 0.03% Add +1664.9% 285,670 $26.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.16% Reduce -34.1% 284,893 $26.6M
Factory Mutual Insurance Co. 0.30% No change 276,600 $25.8M
UNIVEST FINANCIAL Corp 1.68% Add +0.9% 275,537 $25.7M
Appleton Partners Inc. 1.97% Add +6.5% 273,017 $25.5M
Sanctuary Advisors, LLC 0.18% Reduce -13.8% 267,501 $25.0M
Peapack Gladstone Financial Corp. 0.37% Reduce -1.9% 266,977 $24.9M
Municipal Employees' Retirement System of Michigan 0.31% Reduce -33.4% 261,557 $24.4M
Franklin Resources Inc. 0.01% Add +0.4% 255,818 $23.9M
AE Wealth Management LLC 0.20% Add +61.2% 255,621 $23.9M
Cresset Asset Management, LLC 0.12% Reduce -4.6% 254,811 $23.8M
CoreCap Advisors, LLC 1.03% Reduce -1.0% 251,261 $23.5M
Kestra Advisory Services, LLC 0.11% Reduce -2.7% 250,572 $23.4M
Capital Analysts, LLC 0.87% Add +2.4% 248,251 $23.2M
Vestor Capital, LLC 1.84% Add +187.5% 239,901 $22.4M
Citadel Advisors 0.02% Reduce -4.9% 239,799 $22.4M
Wealth Enhancement Advisory Services, LLC 0.04% Add +2.1% 230,468 $21.5M
Mariner, LLC 0.04% Reduce -3.9% 230,175 $21.5M
Ferguson Wellman Capital Management, Inc. 0.40% Reduce -2.4% 221,142 $20.7M
Creative Planning 0.02% Add +8.5% 219,182 $20.5M
&partners 0.22% Add +3.4% 219,718 $20.3M
Steward Partners Investment Advisory, LLC 0.18% Reduce -12.7% 213,882 $20.0M
Trust Asset Management LLC 1.62% Reduce -0.6% 211,348 $19.8M
Unisphere Establishment 0.17% No change 211,000 $19.7M
Lee Financial Co 3.00% Add +0.6% 209,983 $19.6M
Advisory Alpha, LLC 0.66% Add +59.5% 207,062 $19.3M
W.G. Shaheen & Associates DBA Whitney & Co 2.03% Add +1.8% 204,068 $19.1M
Resonant Capital Advisors, LLC 1.32% Add +4.3% 201,751 $18.9M
Captrust Financial Advisors 0.05% Reduce -7.8% 197,870 $18.5M
B & T Capital Management DBA Alpha Capital Management 3.46% Add +4.8% 194,744 $18.2M
Mercer Global Advisors Inc. 0.04% Add +7.7% 194,226 $18.1M
Thor Trading Advisors, LLC 7.26% New 192,156 $18.0M
Granger Management LLC 6.42% No change 190,773 $17.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.51% Add +1.7% 186,347 $17.4M
Enclave Advisors LLC 2.93% Reduce -11.9% 183,646 $17.2M
Ensign Peak Advisors, Inc 0.03% Add +501.0% 183,200 $17.1M
SP Asset Management LLC 1.51% Reduce -0.5% 182,962 $17.1M
Janney Capital Management LLC 1.12% Reduce -1.9% 174,743 $16.3M
D. E. Shaw & Co. 0.02% Reduce -79.6% 170,947 $16.0M
Black Swift Group, LLC 3.54% Reduce -8.1% 167,317 $15.6M
Stratos Wealth Advisors, LLC 0.85% Reduce -10.7% 166,147 $15.5M
Full Sail Capital, LLC 1.00% Reduce -5.5% 165,838 $15.5M
Blume Capital Management, Inc. 3.44% Reduce -0.8% 163,773 $15.3M
Prudent Investors Network, Inc. 4.31% Add +0.1% 161,920 $15.1M
Cercano Management LLC 0.44% No change 159,810 $14.9M
Jones Financial Companies LLLP 0.01% Add +45.1% 160,062 $14.8M
NewEdge Advisors, LLC 0.09% Reduce -7.9% 156,968 $14.7M
Swan Global Investments, LLC 0.74% Reduce -7.3% 156,935 $14.7M
Dakota Wealth Management 0.33% Reduce -0.6% 150,934 $14.1M
Pittenger & Anderson Inc. 0.51% Reduce -0.5% 149,654 $14.0M
Blair William & Co. 0.04% Reduce -2.2% 149,118 $13.9M
Comerica Bank 0.06% Add +12.8% 146,050 $13.6M
Partners Capital Investment Group, LLP 0.23% New 144,494 $13.5M
First Interstate Bank 0.80% Reduce -6.9% 144,220 $13.5M
Thrivent Financial for Lutherans 0.03% Reduce -57.7% 142,212 $13.4M
MAI Capital Management 0.10% Reduce -10.2% 140,908 $13.2M
Wilmington Savings Fund Society, FSB 0.25% Add +1.5% 140,629 $13.1M
Integrated Wealth Concepts LLC 0.15% Reduce -21.8% 139,625 $13.0M
Trek Financial, LLC 0.94% Add +72.1% 138,858 $13.0M
Toronto Dominion Bank 0.03% Add +2.4% 137,010 $12.8M
1832 Asset Management L.P. 0.02% New 136,326 $12.7M
Fielder Capital Group LLC 3.62% Add +5.8% 134,125 $12.5M
Van Eck Associates Corp. 0.02% Add +2.2% 133,728 $12.5M
L & S Advisors Inc 1.76% Add +4958.5% 133,341 $12.5M
Howland Capital Management LLC 0.55% Add +26.8% 133,036 $12.4M
Madison Asset Management, LLC 0.14% Reduce -3.8% 132,514 $12.4M
Angeles Investment Advisors, LLC 0.66% No change 132,000 $12.3M
Advisory Services Network, LLC 0.23% Reduce -2.5% 129,654 $12.1M
Ashton Thomas Private Wealth, LLC 0.46% Add +8.7% 128,801 $12.0M
Ethos Financial Group, LLC 1.14% Add +3.3% 138,766 $11.9M
Pinkerton Wealth, LLC 1.53% New 126,400 $11.8M
Money Design Co.,Ltd. 0.59% Reduce -12.4% 125,561 $11.7M
Steele Capital Management, Inc. 0.61% Add +19.3% 125,479 $11.7M
Solitude Financial Services 4.47% Reduce -2.8% 123,226 $11.5M
Keybank National Association 0.05% Reduce -6.4% 122,473 $11.4M
Capital Insight Partners, LLC 1.98% Add +6.7% 121,673 $11.4M
Blue Trust, Inc. 0.14% Add +34.4% 119,723 $11.2M
Renaissance Technologies 0.02% Add +2036.8% 119,661 $11.2M
Armstrong Advisory Group, Inc. 0.89% No change 129,797 $11.1M
Advisor Resource Council 0.89% New 122,378 $11.1M
Arkadios Wealth Advisors 0.42% Add +25.9% 118,118 $11.0M
Cerity Partners OCIO LLC 0.62% No change 117,719 $11.0M
EHP Funds Inc. 12.19% Add +69.0% 117,100 $10.9M
NTV Asset Management LLC 1.45% Add +1.8% 116,567 $10.9M
Crescent Grove Advisors, LLC 1.11% Add +7.7% 113,740 $10.6M
Northeast Planning Associates, Inc. / NH / 8.81% Add +0.3% 113,509 $10.6M
D L Carlson Investment Group Inc. 2.01% Reduce -5.0% 111,726 $10.4M
Chemung Canal Trust Co. 2.29% Reduce -1.0% 111,406 $10.4M
Fiduciary Group, LLC 1.02% Add +1.0% 109,416 $10.2M
LS Investment Advisors, LLC 1.57% Reduce -7.5% 109,285 $10.2M
Aveo Capital Partners, LLC 1.68% Reduce -5.0% 125,277 $10.1M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.65% New 107,000 $10.0M
Vickerman Investment Advisors, Inc. 2.26% Reduce -0.3% 106,701 $10.0M
Buska Wealth Management, LLC 3.12% Add +4.0% 106,632 $10.0M
Assetmark, Inc. 0.03% Add +5525.0% 105,581 $9.9M
Sowell Financial Services LLC 0.45% Reduce -1.8% 105,399 $9.8M
Novare Capital Management LLC 0.86% Add +22.0% 105,359 $9.8M
D.A. Davidson & Co. 0.08% Add +11.8% 104,022 $9.7M
Atria Wealth Solutions, Inc. 0.12% Reduce -28.6% 103,800 $9.7M
Busey Bank 0.33% Reduce -3.2% 103,645 $9.7M
Baker Avenue Asset Management, LP 0.30% Add +1.4% 102,825 $9.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% New 101,734 $9.5M
Fox Run Management, L.L.C. 1.47% New 101,600 $9.5M
Journey Strategic Wealth LLC 0.33% Add +12.5% 101,332 $9.5M
Evolution Wealth Advisors, LLC 1.56% Add +2.3% 100,136 $9.4M
Beacon Pointe Advisors, LLC 0.10% Reduce -56.9% 99,690 $9.3M
Capital Investment Advisors, LLC 0.18% Add +5.6% 99,660 $9.3M
Atria Investments, Inc 0.12% Reduce -37.2% 97,893 $9.1M
Biltmore Wealth Management, LLC 3.79% Reduce -0.7% 96,205 $9.0M
Whitcomb & Hess, Inc. 2.72% Add +0.3% 95,983 $9.0M
AlTi Global, Inc. 0.23% Reduce -9.3% 94,574 $8.8M
U.S. Capital Wealth Advisors, LLC 0.27% Add +3.8% 93,272 $8.7M
Bryn Mawr Trust Advisors, LLC 0.52% Reduce -2.0% 92,896 $8.7M
Independent Financial Group, LLC 0.30% Reduce -46.5% 92,302 $8.6M
Ausdal Financial Partners, Inc. 0.64% Add +68.0% 91,386 $8.5M
Toth Financial Advisory Corp. 1.02% Add +1.4% 90,907 $8.5M
SG Americas Securities, LLC 0.03% Reduce -4.8% 90,661 $8.5M
Old National Bancorp 0.22% Reduce -3.8% 90,644 $8.5M
Parallel Advisors, LLC 0.19% Reduce -2.4% 90,535 $8.5M
AlphaStar Capital Management, LLC 0.85% Add +836.9% 90,366 $8.4M
Lido Advisors, LLC 0.05% Add +12.5% 90,343 $8.4M
J. Goldman & Co LP 0.30% Reduce -10.0% 90,078 $8.4M
Valmark Advisers, Inc. 0.13% Add +9.6% 89,810 $8.4M
LMR Partners LLP 0.23% Add +100.4% 89,000 $8.3M
Fiducient Advisors LLC 1.03% Add +0.1% 87,890 $8.2M
Fagan Associates, Inc. 1.37% Reduce -2.9% 87,760 $8.2M
Lake Hills Wealth Management, LLC 5.64% Add +14.6% 87,421 $8.2M
Bar Harbor Wealth Management 0.54% Reduce -0.2% 87,182 $8.1M
Scotia Capital Inc. 0.04% Reduce -41.5% 86,133 $8.0M
Fisher Asset Management 0.00% Reduce -17.3% 85,948 $8.0M
Financial Enhancement Group LLC 1.25% Add +348.6% 98,039 $8.0M
Mgo One Seven LLC 0.31% Reduce -10.9% 85,311 $8.0M
Econ Financial Services Corp 4.23% Add +5.0% 85,089 $8.0M
Orion Porfolio Solutions, LLC 0.08% Add +68.0% 83,876 $7.8M
Orion Portfolio Solutions, LLC 0.08% Add +68.0% 83,876 $7.8M
Alerus Financial NA 0.62% Reduce -18.2% 83,339 $7.8M
Merit Financial Group, LLC 0.12% Reduce -27.7% 83,222 $7.8M
Landscape Capital Management, L.L.C. 0.69% Add +43.1% 83,034 $7.8M
Cornerstone Advisors, LLC 0.33% No change 83,000 $7.8M
McKinley Carter Wealth Services, Inc. 0.47% Add +5.5% 82,350 $7.7M
Financial Freedom, LLC 4.42% Add +2.5% 82,291 $7.7M
Summit Financial, LLC 0.22% Add +19.4% 82,189 $7.7M
Spire Wealth Management 0.24% Reduce -25.2% 81,844 $7.6M
Diversify Advisory Services, LLC 0.48% Add +3.1% 92,382 $7.6M
Geneos Wealth Management Inc. 0.25% Add +48.8% 81,278 $7.6M
Equitable Holdings, Inc. 0.07% Reduce -29.1% 80,834 $7.6M
Innealta Capital, LLC 4.10% Add +101.5% 80,273 $7.5M
Ted Buchan & Co 3.54% Add +3.9% 80,012 $7.5M
Condire Management, LP 1.12% Reduce -41.6% 80,000 $7.5M
WESPAC Advisors SoCal, LLC 1.95% Add +37.0% 79,910 $7.5M
Thomasville National Bank 0.54% Reduce -0.9% 79,307 $7.4M
Warwick Investment Management, Inc. 1.53% Add +0.5% 79,037 $7.4M
Act Wealth Management, LLC 3.33% Add +6.6% 78,651 $7.3M
SOL Capital Management CO 0.81% Reduce -0.6% 78,500 $7.3M
Cadence Wealth Management LLC 5.40% Add +1.2% 78,189 $7.3M
Carnegie Investment Counsel 0.17% Reduce -2.1% 93,149 $7.3M
Vontobel Holding Ltd. 0.03% Reduce -9.5% 77,987 $7.3M
Proquility Private Wealth Partners, LLC 2.25% Add +11.7% 77,961 $7.3M
Hollow Brook Wealth Management LLC 2.12% No change 76,948 $7.2M
Scarborough Advisors, LLC 1.02% Reduce -2.6% 76,481 $7.1M
Stillwater Capital Advisors, LLC 0.99% Reduce -0.8% 75,904 $7.1M
Aptus Capital Advisors, LLC 0.08% Reduce -1.3% 75,101 $7.0M
Evergreen Capital Management LLC 0.24% Add +1.9% 74,985 $7.0M
GW Henssler & Associates Ltd. 0.40% Reduce -24.8% 74,929 $7.0M
Oppenheimer & Co. Inc. 0.11% Reduce -11.3% 74,905 $7.0M
Integrated Advisors Network LLC 0.35% Add +0.9% 74,821 $7.0M
Commerce Bank 0.04% Reduce -2.2% 73,527 $6.9M
WBH Advisory Inc. 0.64% Reduce -21.0% 73,494 $6.9M
Gladstone Institutional Advisory LLC 0.32% Reduce -14.1% 73,475 $6.9M
FMR LLC 0.00% Add +9.3% 73,341 $6.9M
Edmond DE Rothschild Holding S.A. 0.12% No change 72,653 $6.8M
Pinnacle Associates Ltd. 0.10% Reduce -3.5% 72,628 $6.8M
Wellspring Financial Advisors, LLC 0.75% Add +3.2% 237,723 $6.8M
Matrix Private Capital Group LLC 4.02% Reduce -1.6% 71,918 $6.7M
Focus Financial Network, Inc. 0.27% Add +4.0% 71,672 $6.7M
Founders Financial Alliance, LLC 1.61% Reduce -2.7% 71,297 $6.7M
Lyell Wealth Management, LP 0.62% Reduce -27.6% 70,643 $6.6M
Long Run Wealth Advisors, LLC 1.49% Reduce -4.9% 70,381 $6.6M
IFP Advisors, Inc 0.20% Reduce -7.8% 70,144 $6.6M
Credit Agricole S A 0.02% Add +33.1% 69,460 $6.5M
Krilogy Financial LLC 0.42% Reduce -4.7% 69,177 $6.5M
King Wealth Management Group 0.97% Add +3.4% 68,347 $6.4M
Sigma Planning Corp 0.20% Reduce -1.4% 68,070 $6.4M
Credit Industriel Et Commercial 1.44% Reduce -27.9% 67,965 $6.4M
Ameritas Advisory Services, LLC 0.26% Reduce -8.2% 71,022 $6.3M
Itau Unibanco Holding S.A. 0.24% Reduce -40.8% 67,338 $6.3M
Financial Guidance Group, Inc. 3.37% Add +3.1% 66,834 $6.2M
Concentric Capital Strategies, LP 0.62% Reduce -25.7% 66,050 $6.2M
Graypoint LLC 0.38% Reduce -7.0% 65,598 $6.1M
Harbor Capital Advisors, Inc. 0.28% Add +4415.6% 65,341 $6.1M
J.W. Cole Advisors, Inc. 0.19% Add +16.9% 65,318 $6.1M
Glenmede Trust Co. NA 0.03% Reduce -15.7% 65,232 $6.1M
Almanack Investment Partners, LLC. 1.21% Reduce -2.4% 65,223 $6.1M
Cypress Capital Group 0.79% Add +7.7% 64,493 $6.0M
Investors Research Corp 1.31% Reduce -0.4% 64,490 $6.0M
Synovus Financial Corp. 0.08% Reduce -0.8% 64,303 $6.0M
Donaldson Capital Management, LLC 0.23% Reduce -1.0% 64,127 $6.0M
Millennium Management 0.01% Reduce -85.2% 63,853 $6.0M
Jaffetilchin Investment Partners, LLC 0.43% Add +130.8% 63,520 $5.9M
Castellan Group 1.64% Add +5.3% 62,705 $5.9M
111 Capital 1.13% Reduce -33.2% 62,515 $5.8M
Turn8 Private Wealth Inc. 4.47% Reduce -19.5% 61,135 $5.7M
Concurrent Investment Advisors, LLC 0.14% Reduce -10.1% 60,971 $5.7M
Transcend Capital Advisors, LLC 0.41% Reduce -1.7% 60,835 $5.7M
Parsons Capital Management Inc. 0.31% Reduce -0.9% 60,822 $5.7M
Menlo Advisors LLC 2.70% Reduce -1.3% 60,775 $5.7M
Ami Investment Management Inc. 1.83% Reduce -8.6% 60,598 $5.7M
Squarepoint Ops LLC 0.01% Reduce -91.2% 59,974 $5.6M
Capital Advisors Wealth Management, LLC 0.99% Add +6.5% 59,965 $5.6M
Prime Capital Investment Advisors, LLC 0.07% Add +58.3% 59,834 $5.6M
Valley Wealth Managers, Inc. 0.42% Add +2439.1% 59,668 $5.6M
Skylands Capital, LLC 0.80% Reduce -23.4% 59,300 $5.5M
Magnus Financial Group LLC 0.53% Reduce -8.2% 58,797 $5.5M
Rokos Capital Management LLP 0.15% New 58,093 $5.4M
Roundview Capital LLC 0.39% Add +0.7% 57,764 $5.4M
Jefferies Financial Group Inc. 0.10% Reduce -29.7% 57,679 $5.4M
Kestra Private Wealth Services, LLC 0.09% Reduce -13.6% 57,414 $5.4M
Meitav Investment House Ltd. 0.10% Reduce -43.9% 57,459 $5.4M
Private Wealth Advisors, LLC 2.24% Add +2.1% 57,107 $5.3M
Jennison Associates LLC 0.00% Add +17.4% 57,090 $5.3M
Prospera Financial Services Inc 0.12% Add +8.5% 56,962 $5.3M
Crumly & Associates Inc. 1.47% Reduce -0.8% 56,980 $5.3M
Stevens Capital Management LP 1.31% New 56,602 $5.3M
Tamar Securities, LLC 0.72% Add +0.5% 56,436 $5.3M
Benjamin Edwards Inc. 0.07% Reduce -69.0% 56,297 $5.3M
Sequoia Financial Advisors, LLC 0.04% Add +23.0% 56,205 $5.3M
Financial Advocates Investment Management 0.37% Reduce -50.0% 55,964 $5.2M
GWN Securities Inc. 0.29% Add +903.6% 60,556 $5.2M
Canton Hathaway, LLC 1.05% Reduce -0.5% 55,548 $5.2M
Hall Capital Management Co. Inc. 2.40% Add +13.0% 55,548 $5.2M
Wedbush Securities Inc. 0.19% Reduce -2.6% 55,121 $5.2M
Capital Advisors, Ltd. LLC 0.67% Reduce -10.8% 54,705 $5.1M
Atom Investors LP 0.62% Add +72.8% 54,278 $5.1M
Kingsview Wealth Management, LLC 0.10% Add +25.5% 54,143 $5.1M
Round Rock Advisors LLC 0.93% Add +0.7% 53,794 $5.0M
Dynamic Advisor Solutions LLC 0.17% New 53,791 $5.0M
Park Avenue Securities LLC 0.06% Reduce -51.7% 53,549 $5.0M
Bank of Nova Scotia 0.01% Add +63.7% 52,996 $5.0M
Innova Wealth Partners 3.06% New 52,922 $4.9M
Van Strum & Towne Inc. 1.66% Add +0.3% 52,890 $4.9M
Bleakley Financial Group, LLC 0.16% Add +4.9% 52,570 $4.9M
WINTON GROUP Ltd 0.30% Reduce -69.3% 52,495 $4.9M
Harbour Investments, Inc. 0.14% Reduce -7.6% 52,296 $4.9M
Wealthcare Advisory Partners LLC 0.13% Reduce -25.4% 52,183 $4.9M
Western Wealth Management, LLC 0.32% Reduce -6.8% 51,883 $4.8M
Reyes Financial Architecture, Inc. 3.57% Add +27060.2% 51,876 $4.8M
Jmac Enterprises LLC 1.14% Add +0.5% 51,594 $4.8M
B. Riley Wealth Advisors, Inc. 0.15% Reduce -25.8% 51,337 $4.8M
Fifth Third Securities, Inc. 0.40% Reduce -37.6% 51,312 $4.8M
Guardian Partners Inc. 0.50% New 58,990 $4.8M
Ieq Capital, LLC 0.04% Add +86.8% 50,984 $4.8M
Associated Banc-Corp 0.14% Reduce -4.3% 50,179 $4.7M
Eaton Financial Holdings Company, LLC 1.94% Reduce -2.4% 50,049 $4.7M
Mutual Advisors, LLC 0.13% Reduce -18.5% 56,581 $4.7M
Boston Research & Management Inc. 1.15% Reduce -2.2% 49,781 $4.7M
Great Valley Advisor Group, Inc. 0.10% Reduce -1.6% 49,721 $4.6M
Creative Financial Designs Inc. 0.37% Reduce -10.2% 49,256 $4.6M
Snowden Capital Advisors LLC 0.15% Reduce -17.0% 49,190 $4.6M
IMZ Advisory Inc 2.08% Reduce -10.0% 49,182 $4.6M
Brookstone Capital Management 0.07% Add +29.7% 49,118 $4.6M
High Note Wealth, LLC 1.14% Reduce -3.3% 49,051 $4.6M
Petix & Botte Co 1.20% Reduce -6.2% 48,728 $4.6M
Pekin Hardy Strauss, Inc. 0.55% Reduce -12.3% 48,580 $4.5M
WealthCare Investment Partners, LLC 1.92% Reduce -2.3% 56,977 $4.5M
Meridian Wealth Management, LLC 0.22% Reduce -4.2% 48,376 $4.5M
Wolverine Trading, LLC 0.14% Add +98.4% 48,829 $4.5M
Pinnacle Financial Partners Inc 0.09% Reduce -7.2% 48,372 $4.5M
IHT Wealth Management, LLC 0.14% Reduce -15.2% 48,184 $4.5M
BOS Asset Management, LLC 1.55% Add +8.5% 47,997 $4.5M
Walleye Capital LLC 0.06% Add +11591.9% 47,703 $4.5M
CreativeOne Wealth, LLC 0.13% Reduce -57.9% 47,388 $4.4M
Aft, Forsyth & Sober, LLC 1.54% Reduce -41.2% 47,375 $4.4M
CWA Asset Management Group, LLC 0.21% Add +11.5% 47,170 $4.4M
Herbst Group, LLC 3.09% Reduce -1.2% 46,678 $4.4M
Johnson Investment Counsel Inc. 0.04% Reduce -3.6% 46,647 $4.4M
Citizens Financial Group Inc. 0.09% Add +94.9% 46,577 $4.4M
SMART Wealth LLC 1.56% Add +75.7% 46,455 $4.3M
NewEdge Wealth, LLC 0.08% Reduce -23.1% 46,264 $4.3M
Bank of New York Mellon Corp 0.00% Reduce -21.9% 46,048 $4.3M
Stephens Inc. 0.06% Reduce -2.6% 45,867 $4.3M
Three Seasons Wealth, LLC 2.10% Reduce -43.5% 45,326 $4.2M
Lowe Brockenbrough & Co. Inc. 0.28% Reduce -8.7% 45,206 $4.2M
Belpointe Asset Management LLC 0.22% Reduce -15.5% 45,106 $4.2M
Allred Capital Management, LLC 1.68% Reduce -0.5% 45,093 $4.2M
NWF Advisory Services Inc. 0.59% Reduce -7.1% 45,070 $4.2M
FOCUS Wealth Advisors, LLC 2.33% Reduce -0.3% 45,022 $4.2M
RFG Advisory, LLC 0.11% Add +45.0% 44,947 $4.2M
CENTRAL TRUST Co 0.10% Reduce -1.7% 44,432 $4.2M
Oppenheimer Asset Management Inc. 0.05% Reduce -25.5% 44,408 $4.1M
MMBG Investment Advisors Co. 0.46% Reduce -0.1% 43,860 $4.1M
Visionary Wealth Advisors 0.24% Reduce -11.8% 43,164 $4.0M
UMB Bank, n.a. 0.07% Reduce -2.1% 43,134 $4.0M
First Merchants Corp. 0.16% Reduce -3.2% 43,120 $4.0M
Perigon Wealth Management, LLC 0.10% Reduce -24.4% 43,096 $4.0M
Stratos Wealth Partners, LTD. 0.06% Reduce -26.4% 43,055 $4.0M
OneAscent Family Office, LLC 3.73% Reduce -5.4% 42,940 $4.0M
Matrix Trust Co 0.68% Reduce -7.2% 42,899 $4.0M
Atlantic Private Wealth, LLC 2.95% Reduce -15.0% 42,676 $4.0M
Sigma Investment Counselors Inc. 0.24% Reduce -4.7% 42,644 $4.0M
Jupiter Wealth Management LLC 2.41% Reduce -21.6% 47,059 $4.0M
National Bank of Canada 0.00% Reduce -17.9% 42,109 $3.9M
Pettyjohn, Wood & White, Inc. 0.75% Reduce -0.0% 42,039 $3.9M
Northeast Financial Consultants Inc 0.17% Reduce -22.3% 41,992 $3.9M
Camelot Technology Advisors, Inc. 3.61% Add +0.1% 41,762 $3.9M
Certified Advisory Corp 0.44% Reduce -5.3% 41,397 $3.9M
Hilltop Holdings Inc. 0.24% Reduce -22.1% 41,247 $3.9M
Retirement Planning Group, LLC / NY 3.91% Add +1.6% 41,133 $3.8M
BigSur Wealth Management LLC 1.04% Reduce -1.2% 41,085 $3.8M
Nan Shan Life Insurance Co., Ltd. 0.09% Reduce -87.6% 41,000 $3.8M
One Wealth Map LLC 2.54% Add +0.6% 48,159 $3.8M
North Star Asset Management Inc. 0.17% Reduce -3.0% 40,862 $3.8M
Kingstone Capital Partners Texas, LLC 3.06% Reduce -0.6% 40,723 $3.8M
CWC Advisors, LLC. 2.16% Add +34.8% 40,553 $3.8M
Financial Sense Advisors, Inc. 1.08% Reduce -1.4% 40,431 $3.8M
Twin Tree Management, LP 0.08% Reduce -30.1% 40,207 $3.8M
Rothschild Capital Partners, LLC 0.98% Reduce -8.9% 40,121 $3.7M
Koshinski Asset Management, Inc. 0.32% Reduce -2.4% 40,060 $3.7M
Kentucky Farm Bureau Mutual Insurance Co 0.88% No change 40,000 $3.7M
Vivid Wealth Management, LLC 1.87% Reduce -0.7% 39,986 $3.7M
Savant Capital, LLC 0.03% Add +53.8% 39,871 $3.7M
M3 Advisory Group, LLC 2.94% Add +0.4% 39,791 $3.7M
Invictus Private Wealth, LLC 0.29% Add +31.5% 39,783 $3.7M
Apollon Wealth Management, LLC 0.08% Reduce -5.2% 39,652 $3.7M
Polymer Capital Management (HK) LTD 0.64% Reduce -14.1% 39,586 $3.7M
PFG Advisors 0.21% Add +69.8% 39,412 $3.7M
Kovack Advisors, Inc. 0.39% Reduce -2.7% 39,347 $3.7M
Provident Co of the Employees of the Hebrew University LTD 4.20% Add +1.0% 39,150 $3.7M
Rise Advisors, LLC 1.61% Add +16686.3% 39,112 $3.7M
McGuire Investment Group, LLC 0.54% Add +3.9% 39,076 $3.7M
Ironwood Wealth Management, Inc. 1.90% Reduce -2.4% 47,361 $3.6M
Obsidian Personal Planning Solutions LLC 1.62% New 45,156 $3.6M
Investment Advisory Services Inc. /TX 1.31% Reduce -2.5% 38,688 $3.6M
Edgestream Partners, L.P. 0.12% Add +55.5% 38,347 $3.6M
Regions Financial Corp. 0.03% Reduce -0.6% 38,298 $3.6M
United Bank 1.48% Add +2.7% 38,215 $3.6M
Vaughan David Investments LLC 0.08% Reduce -4.3% 38,068 $3.6M
DAVENPORT & Co LLC 0.02% Add +0.5% 37,977 $3.5M
Valicenti Advisory Services Inc. 0.91% Add +3.5% 37,908 $3.5M
Genesis Wealth Advisors, LLC 2.86% Add +3.0% 37,834 $3.5M
BTG Pactual Asset Management US LLC 0.46% New 37,696 $3.5M
HMS Capital Management, LLC 1.95% Reduce -19.7% 44,905 $3.5M
Joseph P. Lucia & Associates, LLC 1.60% Reduce -0.9% 37,394 $3.5M
Winthrop Capital Management, LLC 0.96% Reduce -4.5% 37,217 $3.5M
Allworth Financial LP 0.02% Add +4.3% 41,932 $3.5M
Asset Management Group, Inc. 0.64% Add +0.7% 36,825 $3.4M
Stockman Wealth Management, Inc. 0.51% Add +3.8% 36,823 $3.4M
Apexium Financial, LP 0.21% Add +30.4% 36,804 $3.4M
Continental Advisors LLC 2.53% No change 36,500 $3.4M
Fiduciary Trust Co 0.04% Reduce -18.9% 36,475 $3.4M
GTS Securities LLC 0.15% Reduce -84.1% 36,302 $3.4M
Signal Advisors Wealth, LLC 0.33% Add +14.2% 36,220 $3.4M
Rockland Trust Co. 0.17% Reduce -25.9% 35,975 $3.4M
Quantinno Capital Management LP 0.02% Add +50.0% 35,828 $3.3M
Vectors Research Management, LLC 1.17% Reduce -15.3% 35,769 $3.3M
Premier Path Wealth Partners, LLC 0.52% Add +0.0% 35,689 $3.3M
CTC LLC 0.53% Add +113.7% 35,336 $3.3M
StoneX Group Inc. 0.18% Add +0.0% 35,321 $3.3M
Gendell Jeffrey L 0.14% New 35,000 $3.3M
Dumont & Blake Investment Advisors LLC 0.91% Reduce -3.5% 34,902 $3.3M
Spirepoint Private Client, LLC 0.43% Reduce -1.6% 34,868 $3.3M
M&T Bank Corp 0.01% Reduce -56.2% 34,832 $3.3M
Tidal Investments LLC 0.03% Add +257.9% 34,690 $3.2M
SWS Partners 1.06% Reduce -6.8% 34,649 $3.2M
United Capital Financial Advisors, LLC 0.03% Reduce -4.7% 34,479 $3.2M
Simmons Bank 0.24% Add +0.1% 34,431 $3.2M
Fairfield Financial Advisors, LTD 1.21% Reduce -15.0% 34,384 $3.2M
Massachusetts Wealth Management 2.20% Add +3.5% 34,309 $3.2M
Robertson Stephens Wealth Management, LLC 0.12% Reduce -60.1% 34,268 $3.2M
Old Second National Bank of Aurora 0.75% Reduce -0.0% 34,254 $3.2M
Marathon Trading Investment Management LLC 1.73% Add +722.9% 34,150 $3.2M
Pettinga Financial Advisors LLC 0.75% Reduce -17.7% 34,085 $3.2M
Orange Investment Advisors, Inc. 0.38% Reduce -10.6% 33,991 $3.2M
Flagship Harbor Advisors, LLC 0.17% Reduce -43.6% 33,649 $3.1M
Anderson Hoagland & Co. 0.37% Reduce -7.2% 40,507 $3.1M
Cape Cod Five Cents Savings Bank 0.28% No change 35,265 $3.1M
BLB&B Advisors, LLC 0.16% Add +7.3% 33,086 $3.1M
Herold Advisors, Inc. 0.68% Add +0.7% 33,078 $3.1M
Ayalon Insurance Comp Ltd. 0.99% Reduce -15.3% 32,897 $3.1M
Ameliora Wealth Management Ltd. 1.15% Reduce -1.1% 32,697 $3.1M
Salomon & Ludwin, LLC 0.32% Add +7.6% 32,580 $3.0M
Dai-ichi Life Holdings, Inc. 3.41% New 32,700 $3.0M
Ellis Investment Partners, LLC 0.62% Reduce -4.6% 32,235 $3.0M
Y-Intercept (Hong Kong) Ltd 0.20% New 32,176 $3.0M
Client First Capital LLC 1.53% Add +3.7% 32,033 $3.0M
Consolidated Portfolio Review Corp 0.48% Add +4.4% 31,962 $3.0M
M Holdings Securities, Inc. 0.50% Reduce -4.0% 31,887 $3.0M
Ameraudi Asset Management, Inc. 1.70% Reduce -11.2% 31,877 $3.0M
Midwest Financial Group LLC 1.72% Add +2.5% 31,688 $3.0M
Choreo, LLC 0.05% Reduce -5.3% 31,544 $2.9M
Regal Investment Advisors LLC 0.24% Reduce -31.0% 31,476 $2.9M
JBR Co Financial Management Inc 1.72% Add +8.1% 31,452 $2.9M
GFS Advisors, LLC 0.59% Add +483.6% 31,280 $2.9M
NorthCoast Asset Management LLC 0.01% Reduce -6.3% 31,240 $2.9M
AQR Capital Management 0.00% Add +8.6% 31,187 $2.9M
Farmers & Merchants Trust Co of Chambersburg PA 1.02% Add +3.5% 30,934 $2.9M
Fort Point Capital Partners LLC 0.32% Add +44.8% 30,920 $2.9M
Wealthspire Advisors, LLC 0.02% Reduce -38.8% 30,870 $2.9M
Bokf, NA 0.05% Add +7.5% 30,783 $2.9M
Zullo Investment Group, Inc. 1.23% Add +0.8% 30,728 $2.9M
Beacon Financial Group 0.31% Reduce -12.1% 30,625 $2.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +25.4% 30,592 $2.9M
Courier Capital LLC 0.19% Reduce -45.4% 30,552 $2.9M
WASHINGTON TRUST Co 0.11% Reduce -4.0% 30,468 $2.8M
5th Street Advisors, LLC 1.36% Reduce -44.0% 30,268 $2.8M
Ancora Advisors LLC 0.06% Reduce -51.9% 30,137 $2.8M
Avondale Wealth Management 1.77% Add +7.8% 30,102 $2.8M
Code Waechter LLC 2.30% Add +3.0% 29,997 $2.8M
Farther Finance Advisors, LLC 0.07% Add +50.6% 29,802 $2.8M
McIntyre Freedman & Flynn Investment Advisers Inc. 2.06% No change 29,920 $2.8M
Capital Advisory Group Advisory Services, LLC 1.07% Add +8.8% 29,911 $2.8M
Joule Financial, LLC 0.98% Add +10.4% 29,870 $2.8M
First Horizon Advisors, Inc. 0.08% Reduce -3.4% 29,845 $2.8M
Cumberland Partners Ltd 0.21% New 29,781 $2.8M
Knollwood Investment Advisory, LLC 0.31% No change 29,720 $2.8M
Capstone Wealth Management Group LLC 2.19% Reduce -9.2% 29,394 $2.7M
Maridea Wealth Management LLC 0.90% Add +92.7% 29,375 $2.7M
Walleye Trading LLC 0.08% Reduce -79.3% 29,201 $2.7M
Sutton Place Investors LLC 1.83% No change 29,122 $2.7M
Variant Private Wealth, LLC 2.92% Reduce -39.5% 29,081 $2.7M
Community Bank, N.A. 0.36% Reduce -5.9% 29,039 $2.7M
Founders Financial Securities LLC 0.23% Add +22.3% 32,679 $2.7M
Deutsche Bank AG 0.00% Reduce -4.7% 28,714 $2.7M
Intellectus Partners, LLC 0.66% Add +4.7% 28,580 $2.7M
Fifth Third Wealth Advisors LLC 0.14% Add +88.3% 28,574 $2.7M
Institute for Wealth Management, LLC. 0.34% Reduce -0.1% 28,538 $2.7M
Falcon Wealth Planning 0.29% Reduce -64.7% 28,398 $2.7M
Grove Bank & Trust 0.35% Add +36.5% 28,271 $2.6M
Titleist Asset Management, LLC 0.31% Reduce -2.2% 28,186 $2.6M
Uptick Partners, LLC 0.89% Add +2.1% 28,036 $2.6M
Embree Financial Group 0.44% Reduce -21.8% 27,982 $2.6M
Caption Management, LLC 0.12% Add +81.7% 27,926 $2.6M
Waldron Private Wealth LLC 0.12% Reduce -1.2% 27,734 $2.6M
Northwest Capital Management Inc 1.06% Add +178.2% 27,701 $2.6M
Trust Co. of Oklahoma 0.88% Reduce -3.3% 27,311 $2.6M
First Business Financial Services, Inc. 0.25% No change 27,252 $2.5M
OneDigital Investment Advisors LLC 0.03% Reduce -8.8% 27,247 $2.5M
Pine Valley Investments Ltd Liability Co 0.16% Reduce -6.0% 27,143 $2.5M
SPC Financial, Inc. 0.22% Add +1.3% 27,035 $2.5M
Money Concepts Capital Corp. 0.19% Add +1.9% 26,934 $2.5M
Westside Investment Management, Inc. 0.54% Add +95.8% 26,895 $2.5M
LifePlan Financial, LLC 2.19% Reduce -4.9% 26,900 $2.5M
Joel Isaacson & Co., LLC 0.11% Add +16.7% 26,878 $2.5M
Bienville Capital Management, LLC 0.61% Reduce -0.8% 26,769 $2.5M
Ascent Wealth Partners, LLC 0.33% Add +2.4% 26,585 $2.5M
Csenge Advisory Group 0.14% Add +22.9% 30,355 $2.5M
GeoWealth Management, LLC 0.10% Reduce -10.9% 26,453 $2.5M
TD Waterhouse Canada Inc. 0.02% Add +2.0% 26,225 $2.5M
Beaumont Asset Management, L.L.C. 1.49% Add +0.1% 26,328 $2.5M
Willis Johnson & Associates, Inc. 0.19% Reduce -5.6% 26,273 $2.5M
Cabana LLC 15.27% Reduce -26.5% 26,241 $2.5M
Castle Rock Wealth Management, LLC 0.66% Reduce -1.1% 26,264 $2.5M
Archford Capital Strategies, LLC 0.36% Add +79.1% 25,954 $2.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +645.5% 25,908 $2.4M
Blue Bell Private Wealth Management, LLC 0.46% New 25,901 $2.4M
Insigneo Advisory Services, LLC 0.25% Reduce -44.7% 25,861 $2.4M
Independence Bank of Kentucky 0.38% Reduce -2.3% 25,760 $2.4M
Birch Hill Investment Advisors LLC 0.11% Reduce -0.2% 25,745 $2.4M
Burns J W & Co. Inc. 0.31% Add +4.6% 25,494 $2.4M
Hardin Capital Partners, LLC 1.46% Add +0.3% 25,457 $2.4M
Principal Securities, Inc. 0.05% Add +0.2% 27,753 $2.4M
180 Wealth Advisors, LLC 0.38% Add +10.5% 25,365 $2.4M
PFG Investments, LLC 0.15% Reduce -12.0% 25,346 $2.4M
SouthState Bank Corp 0.11% Add +28.3% 25,269 $2.4M
Brevan Howard Capital Management LP 0.07% New 25,214 $2.4M
Financial Counselors Inc. 0.04% Add +0.7% 25,178 $2.4M
Keystone Financial Group 0.24% Reduce -20.3% 25,068 $2.3M
Prudential Financial Inc. 0.00% Reduce -80.3% 25,000 $2.3M
Brookwood Investment Group LLC 0.40% — 24,984 $2.3M
Wesbanco Bank Inc. 0.08% Reduce -16.9% 24,954 $2.3M
Hollencrest Capital Management 0.10% Add +0.1% 24,921 $2.3M
Transamerica Financial Advisors, LLC 0.24% Add +2.9% 24,716 $2.3M
Asset Allocation Strategies LLC 0.57% Reduce -21.0% 24,697 $2.3M
Nations Financial Group Inc, /Ia/ 0.18% Reduce -14.4% 24,643 $2.3M
Foguth Wealth Management, LLC. 0.56% Reduce -8.0% 24,583 $2.3M
Ellerson Group Inc. 1.83% Reduce -16.1% 24,570 $2.3M
Per Stirling Capital Management, LLC. 0.33% Add +72.0% 24,236 $2.3M
First Nebraska Trust Co 0.22% Add +3.4% 24,232 $2.3M
Purus Wealth Management, LLC 0.96% Reduce -0.3% 24,146 $2.3M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -2.0% 24,093 $2.3M
Tyler-Stone Wealth Management 0.40% Add +0.1% 23,988 $2.2M
Peoples Bank 1.52% Add +56.8% 23,922 $2.2M
Lowe Wealth Advisors, LLC 0.94% Add +1.4% 23,796 $2.2M
AmeriServ Wealth Advisors 1.29% New 23,790 $2.2M
Activest Wealth Management 0.60% Reduce -10.1% 23,741 $2.2M
Pallas Capital Advisors LLC 0.09% Reduce -8.5% 23,739 $2.2M
Family Firm, Inc. 0.49% Reduce -67.7% 23,684 $2.2M
Wincap Financial LLC 2.10% Add +1.5% 23,645 $2.2M
Waverly Advisors, LLC 0.03% Reduce -3.0% 23,631 $2.2M
Cary Street Partners Financial LLC 0.07% Reduce -5.1% 23,576 $2.2M
Valeo Financial Advisors, LLC 0.06% Add +2.1% 23,519 $2.2M
Global Strategic Investment Solutions, LLC 0.25% Reduce -0.1% 23,318 $2.2M
Boltwood Capital Management 0.66% Add +1.7% 23,146 $2.2M
Townsquare Capital LLC 0.02% Reduce -5.5% 22,966 $2.1M
Patten & Patten Inc. 0.14% Add +1.7% 22,931 $2.1M
United Asset Strategies, Inc. 0.20% Reduce -23.7% 22,732 $2.1M
Farmers Trust Co. 0.40% Reduce -2.0% 22,698 $2.1M
Balboa Wealth Partners 0.51% Add +48.5% 22,542 $2.1M
Flow Traders U.S. LLC 0.09% New 22,405 $2.1M
Ring Mountain Capital, LLC 1.57% Reduce -1.5% 22,406 $2.1M
Sabal Trust CO 0.12% Add +5.8% 22,400 $2.1M
Clear Creek Financial Management, LLC 0.22% Add +2.2% 22,381 $2.1M
Tritonpoint Wealth, LLC 0.20% Reduce -44.8% 22,299 $2.1M
Genesee Capital Advisors, LLC 1.04% Reduce -1.9% 22,183 $2.1M
Legacy PCG, LLC 1.46% Add +3.3% 22,160 $2.1M
X-Square Capital, LLC 0.89% Add +1.4% 22,103 $2.1M
Ibex Wealth Advisors 0.27% Add +1.1% 22,100 $2.1M
Forbes Financial Planning, Inc. 1.52% Reduce -3.7% 21,952 $2.1M
EPG Wealth Management LLC 0.57% Add +1.2% 21,929 $2.0M
TCV Trust & Wealth Management, Inc. 0.19% Add +0.3% 21,912 $2.0M
Panoramic Investment Advisors, LLC 1.38% Reduce -0.1% 21,844 $2.0M
Moneco Advisors, LLC 0.21% Add +17.6% 21,840 $2.0M
Advisors Management Group Inc. 0.44% Add +8.2% 21,799 $2.0M
SCS Capital Management LLC 0.03% Add +12.7% 21,599 $2.0M
Level Four Advisory Services, LLC 0.08% Reduce -15.8% 21,455 $2.0M
Essex LLC 0.43% Add +17.6% 21,335 $2.0M
Granite Harbor Advisors, Inc. 1.05% Add +0.0% 21,190 $2.0M
Prosperity Consulting Group, LLC 0.15% Reduce -11.0% 21,175 $2.0M
Spectrum Asset Management, Inc. (NB/CA) 0.88% Add +6.3% 21,155 $2.0M
Camarda Financial Advisors, LLC 0.89% Reduce -6.7% 21,151 $2.0M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -2.3% 21,125 $2.0M
Cornerstone Wealth Management, LLC 0.13% Add +2.1% 20,938 $2.0M
AlphaCore Capital LLC 0.17% New 20,925 $2.0M
Thoroughbred Financial Services, LLC 0.12% Add +1.3% 20,792 $1.9M
Croban 1.78% Reduce -1.5% 20,660 $1.9M
EverSource Wealth Advisors, LLC 0.11% Reduce -6.1% 20,593 $1.9M
Wealth Advisors of Iowa, LLC 0.82% Add +2.9% 20,358 $1.9M
Fidelis Capital Partners, LLC 0.20% Add +4.4% 22,904 $1.9M
Bank of New Hampshire 0.49% Reduce -1.0% 20,147 $1.9M
Peak Planning Group, LLC 0.79% Add +29.5% 20,049 $1.9M
Monetary Management Group Inc. 0.50% Add +1.5% 19,955 $1.9M
Atlas Capital Advisors Inc. 0.23% Add +18.5% 19,905 $1.9M
Retirement Planning Group, LLC 0.09% Reduce -10.2% 19,788 $1.8M
Foundations Investment Advisors, LLC 0.03% Reduce -34.8% 19,685 $1.8M
E&G Advisors, LLC 0.52% Reduce -0.7% 19,668 $1.8M
Wealth Advisory Solutions, LLC 0.49% Add +7.4% 19,633 $1.8M
Banco Santander, S.A. 0.02% Reduce -47.5% 19,594 $1.8M
Randall & Associates Wealth Management 1.50% Add +1.2% 19,473 $1.8M
Huntington National Bank 0.02% Reduce -9.9% 19,462 $1.8M
True North Advisors, LLC 0.32% New 19,428 $1.8M
Sandy Spring Bank 0.08% Reduce -0.1% 19,206 $1.8M
Tiaa Trust, National Association 0.01% Add +4.6% 19,162 $1.8M
White Pine Investment CO 0.48% Add +9.9% 19,068 $1.8M
First American Bank 0.13% Reduce -23.2% 19,050 $1.8M
Terra Nova Asset Management LLC 1.39% Reduce -1.8% 18,943 $1.8M
Private Capital Management, LLC 0.20% Reduce -0.5% 18,868 $1.8M
Audent Global Asset Management, LLC 1.45% Reduce -12.7% 18,857 $1.8M
Spectrum Strategic Capital Management, LLC 1.10% Add +1.3% 18,841 $1.8M
Sharper & Granite LLC 0.73% Reduce -2.8% 18,835 $1.8M
GPS Wealth Strategies Group, LLC 0.24% Reduce -32.1% 18,814 $1.8M
Everstar Asset Management, LLC 1.16% Reduce -6.3% 18,763 $1.8M
Legend Financial Advisors, Inc. 1.29% New 18,755 $1.8M
First National Trust Co 0.07% Reduce -49.0% 18,748 $1.8M
Meriwether Wealth & Planning, LLC 1.14% Add +32.8% 18,740 $1.8M
Centric Wealth Management 0.46% Add +115.7% 18,712 $1.7M
Marion Wealth Management 0.47% Add +5.0% 18,696 $1.7M
Greenline Partners, LLC 0.25% Reduce -0.0% 18,692 $1.7M
Martin & Co. Inc. 0.34% Add +0.5% 18,686 $1.7M
Strategy Asset Managers LLC 0.36% Reduce -22.7% 18,657 $1.7M
DRW Securities, LLC 0.15% Reduce -82.7% 18,628 $1.7M
Contravisory Investment Management, Inc. 0.37% New 18,565 $1.7M
CIBC Private Wealth Group LLC 0.00% Reduce -7.9% 22,685 $1.7M
Integrity Alliance, Llc. 0.07% Add +193.6% 18,529 $1.7M
Moors & Cabot, Inc. 0.09% Add +11.6% 18,479 $1.7M
XTX Topco Ltd 0.09% Add +215.4% 18,467 $1.7M
Ignite Planners, LLC 0.34% Add +236.6% 21,315 $1.7M
CMG Global Holdings, LLC 1.12% Add +2.3% 20,802 $1.7M
Butensky & Cohen Financial Security, Inc. 0.52% Add +2.0% 18,278 $1.7M
Cannell & Spears LLC 0.04% No change 18,234 $1.7M
Avidian Wealth Enterprises, LLC 0.08% Add +0.7% 18,211 $1.7M
Sterling Investment Counsel, LLC 0.58% Add +152.4% 18,145 $1.7M
Guggenheim Capital LLC 0.02% No change 17,941 $1.7M
Peak Financial Advisors LLC 0.85% Reduce -2.9% 17,923 $1.7M
Keystone Global Partners, LLC 1.17% — 17,840 $1.7M
Venturi Wealth Management, LLC 0.09% Reduce -9.2% 17,831 $1.7M
Horizon Investments, LLC 0.05% Add +3.7% 17,827 $1.7M
MSH Capital Advisors LLC 0.51% Add +191.8% 17,817 $1.7M
SteelPeak Wealth, LLC 0.07% Add +9.6% 17,720 $1.7M
JFS Wealth Advisors, LLC 0.11% Add +3.3% 17,705 $1.7M
HBW Advisory Services LLC 0.24% Reduce -4.2% 17,700 $1.7M
Elevate Capital Advisors, LLC 1.53% Reduce -56.5% 17,662 $1.7M
Nelson Capital Management, LLC 0.28% Add +8.1% 17,620 $1.6M
Mission Wealth Management, LP 0.04% Reduce -10.6% 17,611 $1.6M
Freestone Capital Holdings, LLC 0.06% Add +0.3% 17,598 $1.6M
Cladis Investment Advisory, LLC 1.19% Reduce -0.1% 17,565 $1.6M
Pines Wealth Management, LLC 0.76% Add +5.5% 21,409 $1.6M
Okabena Investment Services Inc. 0.41% Add +0.2% 17,486 $1.6M
Parr McKnight Wealth Management Group, LLC 0.23% Reduce -0.0% 17,484 $1.6M
Bluespring Wealth Management, LLC 0.17% Add +0.8% 17,467 $1.6M
Pinnacle Wealth Planning Services, Inc. 0.25% Add +8.1% 17,446 $1.6M
Peddock Capital Advisors, LLC 0.41% Add +2.9% 17,441 $1.6M
Callan Family Office, LLC 0.12% Add +36.3% 17,437 $1.6M
Merkkuri Wealth Advisors LLC 1.38% Reduce -9.7% 17,288 $1.6M
Darwin Wealth Management, LLC 0.54% No change 18,804 $1.6M
Dorsey & Whitney Trust CO LLC 0.09% Reduce -8.5% 16,985 $1.6M
Maltin Wealth Management, Inc. 0.74% Add +3.3% 16,868 $1.6M
Global Assets Advisory, LLC 0.30% Add +184.3% 18,692 $1.6M
Alpha Cubed Investments, LLC 0.07% Reduce -23.3% 16,788 $1.6M
Jacobi Capital Management LLC 0.12% Reduce -0.9% 16,784 $1.6M
Smith, Moore & Co. 0.14% Reduce -4.6% 16,751 $1.6M
Natixis Advisors, LLC 0.00% Add +0.8% 16,728 $1.6M
Harbor Investment Advisory, LLC 0.15% Reduce -2.6% 16,722 $1.6M
Dana Investment Advisors, Inc. 0.06% Reduce -11.3% 16,717 $1.6M
First Manhattan Co. Llc. 0.00% Reduce -9.7% 16,714 $1.6M
Laurel Wealth Advisors LLC 0.24% Add +3.9% 16,578 $1.5M
AMG National Trust Bank 0.04% Reduce -3.6% 16,571 $1.5M
Pictet North America Advisors SA 0.15% No change 16,507 $1.5M
Jackson Hole Capital Partners, LLC 0.30% Add +0.6% 16,372 $1.5M
Collaborative Wealth Managment Inc. 0.71% Add +7.7% 16,359 $1.5M
Cooksen Wealth, LLC 1.55% Reduce -8.8% 16,172 $1.5M
Calton & Associates, Inc. 0.35% Add +159.6% 16,288 $1.5M
IFG Advisory, LLC 0.08% Reduce -37.2% 16,283 $1.5M
Mizuho Markets Americas LLC 0.03% Reduce -59.1% 16,222 $1.5M
Interactive Financial Advisors, Inc. 0.80% Add +27.1% 16,196 $1.5M
Nwi Management LP 0.20% No change 16,000 $1.5M
Sowa Financial Group, Inc. 0.98% Reduce -1.6% 15,985 $1.5M
Axxcess Wealth Management, LLC 0.04% Reduce -21.2% 15,919 $1.5M
Neuberger Berman Group LLC 0.00% Reduce -73.9% 15,911 $1.5M
Strategic Financial Concepts, LLC 0.28% Reduce -23.4% 15,853 $1.5M
Summit Financial Wealth Advisors, LLC 0.29% Reduce -9.9% 15,833 $1.5M
Sax Wealth Advisors, LLC 0.11% Reduce -1.5% 15,822 $1.5M
Foresight Capital Management Advisors, Inc. 0.91% Add +501.6% 15,714 $1.5M
Partnership Wealth Management, LLC 1.25% Add +1.8% 15,710 $1.5M
Trilogy Capital Inc. 0.08% Reduce -54.3% 15,633 $1.5M
Perennial Investment Advisors, LLC 0.16% Add +4.3% 15,627 $1.5M
International Assets Investment Management, LLC 0.13% Add +9.9% 15,405 $1.4M
Avior Wealth Management, LLC 0.05% Add +8.8% 15,340 $1.4M
Balentine LLC 0.06% No change 15,219 $1.4M
3EDGE Asset Management, LP 0.10% Add +31.6% 15,336 $1.4M
Stamos Capital Partners, L.P. 0.37% Reduce -15.0% 15,075 $1.4M
Vident Advisory, LLC 0.02% Reduce -5.9% 14,991 $1.4M
Financial Partners Group, LLC 0.61% Reduce -30.9% 14,988 $1.4M
Country Club Bank 0.09% Reduce -7.4% 15,135 $1.4M
National Philanthropic Trust 0.02% No change 14,931 $1.4M
Meridian Investment Counsel Inc. 0.41% No change 14,910 $1.4M
Becker Capital Management Inc. 0.05% Add +0.0% 14,866 $1.4M
Capital Wealth Alliance, LLC 0.83% Reduce -7.9% 14,844 $1.4M
FineMark National Bank & Trust 0.05% No change 14,755 $1.4M
LaSalle St. Investment Advisors, LLC 0.32% Add +1.5% 14,742 $1.4M
Crews Bank & Trust 0.23% Reduce -1.5% 14,729 $1.4M
Signature Wealth Management Partners, LLC 0.90% Add +0.1% 14,716 $1.4M
Good Life Advisors, LLC 0.10% Reduce -3.2% 14,650 $1.4M
One Plus One Wealth Management, LLC 0.75% Add +0.3% 14,633 $1.4M
Innovative Advisory Group, LLC 1.30% Add +0.5% 14,633 $1.4M
Keel Point, LLC 0.11% Add +38.7% 14,604 $1.4M
Ameriflex Group, Inc. 0.56% Reduce -9.5% 14,574 $1.4M
SIH Partners, LLLP 0.12% No change 14,500 $1.4M
Advyzon Investment Management, LLC 0.48% Reduce -0.3% 14,492 $1.4M
HB Wealth Management, LLC 0.01% Reduce -76.6% 14,413 $1.3M
AAFMAA Wealth Management & Trust LLC 0.61% Add +9.9% 14,392 $1.3M
Forza Wealth Management, LLC 0.60% No change 14,350 $1.3M
Clearstead Advisors, LLC 0.02% Reduce -1.9% 14,343 $1.3M
Mechanics Bank Trust Department 0.18% Reduce -0.6% 14,319 $1.3M
Tradewinds, LLC. 0.38% Reduce -6.0% 14,227 $1.3M
VestGen Advisors, LLC 0.06% — 14,201 $1.3M
Diversified Enterprises, LLC 0.11% Add +1.1% 14,198 $1.3M
Morangie Management LLC 1.30% Add +8.2% 14,198 $1.3M
Burke & Herbert Bank & Trust Co. 0.32% Add +0.5% 14,155 $1.3M
SBI Securities Co., Ltd. 0.04% Add +1.5% 14,153 $1.3M
Y.D. More Investments Ltd 0.12% No change 14,127 $1.3M
Colonial River Investments, LLC 0.72% Reduce -14.7% 14,070 $1.3M
Capital Market Strategies LLC 0.88% Add +0.0% 14,034 $1.3M
XY Capital Ltd 0.86% New 25,391 $1.3M
Fca Corp. 0.42% Reduce -1.7% 14,013 $1.3M
Morton Community Bank 0.34% Reduce -5.4% 13,976 $1.3M
Clarus Wealth Advisors 0.70% Reduce -8.3% 15,836 $1.3M
Afg Fiduciary Services Limited Partnership 0.96% Reduce -2.2% 15,788 $1.3M
Fourth Dimension Wealth, LLC 0.63% Reduce -40.7% 13,856 $1.3M
Cardiff Park Advisors, LLC 0.13% Add +0.1% 13,829 $1.3M
Ascentis Independent Advisors 0.26% Reduce -0.7% 13,792 $1.3M
O'shaughnessy Asset Management, LLC 0.01% Add +1.9% 13,769 $1.3M
Colton Groome Financial Advisors, LLC 0.50% Reduce -25.6% 15,979 $1.3M
Evercore Wealth Management, LLC 0.02% No change 13,709 $1.3M
CRA Financial Services, LLC 0.22% Add +5.2% 13,649 $1.3M
Freedom Investment Management, Inc. 0.11% Reduce -37.6% 13,616 $1.3M
Schechter Investment Advisors, LLC 0.10% Add +1.9% 13,568 $1.3M
First Trust Advisors LP 0.00% Add +2.3% 13,544 $1.3M
Elevation Point Wealth Partners, LLC 0.11% Reduce -1.5% 13,526 $1.3M
Eagle Capital Management, LLC 0.56% Add +3.1% 13,530 $1.3M
Owen LaRue, LLC 0.63% Add +141.8% 13,464 $1.3M
Glass Jacobson Investment Advisors llc 0.41% No change 14,656 $1.3M
Private Trust Co. NA 0.13% Reduce -2.1% 13,426 $1.3M
Centaurus Financial, Inc. 0.08% Add +1.6% 13,355 $1.2M
Venture Visionary Partners LLC 0.05% Reduce -10.6% 13,336 $1.2M
Providence First Trust Co 0.50% Reduce -1.3% 13,262 $1.2M
Aspen Investment Management Inc 0.57% Add +230.3% 13,194 $1.2M
Bessemer Group Inc. 0.00% Add +129.1% 13,192 $1.2M
Palisade Asset Management, LLC 0.13% No change 13,150 $1.2M
Fortis Group Advisors, LLC 0.24% Reduce -86.7% 13,144 $1.2M
Verus Capital Partners, LLC 0.12% Reduce -0.7% 13,139 $1.2M
Wilson & Boucher Capital Management, LLC 0.91% Add +8.5% 13,100 $1.2M
Sunbeam Capital Management, LLC 1.16% Reduce -31.1% 13,094 $1.2M
Callan Capital, LLC 0.09% Add +0.6% 13,057 $1.2M
Watts Gwilliam & Co., LLC 0.26% Reduce -7.2% 12,997 $1.2M
World Investment Advisors 0.03% Reduce -3.1% 12,992 $1.2M
Capital Investment Counsel, LLC 0.20% Reduce -10.0% 12,987 $1.2M
Demars Financial Group, LLC 0.51% Reduce -2.8% 12,981 $1.2M
Smith Chas P & Associates Pa Cpas 0.07% No change 12,963 $1.2M
Wisconsin Wealth Advisors, LLC 1.73% Add +14.1% 12,878 $1.2M
L. Roy Papp & Associates, LLP 0.15% Reduce -0.3% 12,875 $1.2M
Florida Financial Advisors, LLC 0.47% Add +4.7% 12,936 $1.2M
Arete Wealth Advisors, LLC 0.09% Add +7.1% 12,807 $1.2M
Independent Wealth Network Inc. 0.48% Add +22.6% 12,796 $1.2M
WNY Asset Management, LLC 0.14% Reduce -95.7% 12,791 $1.2M
Narus Financial Partners, LLC 0.41% Add +3.9% 12,781 $1.2M
Whittier Trust Co. 0.02% Add +0.1% 12,754 $1.2M
Acropolis Investment Management, LLC 0.07% Reduce -0.6% 12,749 $1.2M
Angeles Wealth Management, LLC 0.10% Reduce -2.3% 12,705 $1.2M
Chicago Partners Investment Group LLC 0.04% Reduce -5.2% 14,645 $1.2M
Somerset Group LLC 1.07% Add +3.2% 12,620 $1.2M
Luminist Capital LLC 1.26% Add +119.4% 12,425 $1.2M
Rothschild Investment LLC 0.08% Reduce -0.6% 12,420 $1.2M
Evoke Wealth, LLC 0.03% Reduce -88.8% 12,400 $1.2M
Evernest Financial Advisors, LLC 0.41% Reduce -14.1% 12,374 $1.2M
NBT Bank, N.A. 0.08% Reduce -4.9% 12,311 $1.2M
Salem Investment Counselors Inc. 0.04% Reduce -0.5% 12,269 $1.1M
Disciplina Capital Management LLC 0.17% No change 12,260 $1.1M
Opinicus Capital, Inc. 1.01% Add +4.1% 12,227 $1.1M
Procyon Advisors, LLC 0.07% Add +10.1% 12,186 $1.1M
WJ Wealth Management, LLC 0.40% Reduce -12.2% 12,113 $1.1M
City Center Advisors, LLC 1.32% Add +91.2% 12,067 $1.1M
Gries Financial LLC 0.22% Add +55.9% 12,058 $1.1M
Trust Co 0.13% Reduce -40.7% 12,047 $1.1M
Darden Wealth Group Inc 0.87% Reduce -0.9% 11,920 $1.1M
Private Wealth Asset Management, LLC 0.16% — 11,919 $1.1M
Lindbrook Capital, LLC 0.10% Add +3.3% 11,833 $1.1M
Chesapeake Wealth Management 0.39% Reduce -7.2% 11,731 $1.1M
Montag A & Associates Inc. 0.05% Reduce -12.3% 11,653 $1.1M
Journey Advisory Group, LLC 0.09% Reduce -8.7% 11,649 $1.1M
Lazari Capital Management, Inc. 0.44% Reduce -3.0% 11,561 $1.1M
Capital Investment Counsel, Inc 0.16% Reduce -3.4% 11,518 $1.1M
River Wealth Advisors LLC 0.15% Reduce -10.7% 11,514 $1.1M
Lokken Investment Group LLC 0.45% New 11,462 $1.1M
High Net Worth Advisory Group LLC 0.30% No change 11,414 $1.1M
MA Private Wealth 0.20% Reduce -0.0% 11,351 $1.1M
Narwhal Capital Management 0.09% No change 11,341 $1.1M
Lebenthal Global Advisors, LLC 0.20% Reduce -93.5% 11,334 $1.1M
Mitchell McLeod Pugh & Williams Inc. 0.22% Reduce -0.1% 11,322 $1.1M
Claro Advisors Inc. 0.14% Reduce -39.2% 11,251 $1.1M
TD Private Client Wealth LLC 0.03% Reduce -3.4% 11,247 $1.1M
Powell Investment Advisors, LLC 0.52% Add +0.5% 11,238 $1.1M
RPG Investment Advisory, LLC 0.08% Add +91.5% 11,225 $1.0M
Parcion Private Wealth LLC 0.09% Reduce -3.8% 11,222 $1.0M
Ipsen Advisor Group LLC 0.90% Add +0.8% 11,188 $1.0M
Iyo Bank, Ltd. 0.34% New 11,142 $1.0M
Marex Group Ltd 0.02% Add +0.6% 11,137 $1.0M
Capital Investment Advisory Services, LLC 0.09% Reduce -1.9% 11,058 $1.0M
Apollon Financial, LLC 0.24% Reduce -3.3% 11,032 $1.0M
PKS Advisory Services, LLC 0.28% Reduce -1.4% 10,996 $1.0M
Baldwin Wealth Partners LLC 0.07% Reduce -14.4% 10,995 $1.0M
Retirement Income Solutions, Inc. 0.21% No change 10,921 $1.0M
Flagstar Securities, Inc. 0.26% Reduce -20.3% 10,894 $1.0M
Kingswood Wealth Advisors, LLC 0.09% Add +22.4% 10,857 $1.0M
PCG Asset Management, LLC 0.94% Add +0.4% 10,787 $1.0M
Headlands Technologies LLC 0.11% New 10,764 $1.0M
C2C Wealth Management, LLC 0.94% No change 10,750 $1.0M
Bradley Foster & Sargent Inc. 0.02% Reduce -3.1% 10,698 $1000K
White Pine Capital LLC 0.34% Reduce -1.2% 10,621 $993K
Financial Engines Advisors L.L.C. 0.00% Add +0.9% 10,601 $991K
SeaCrest Wealth Management, LLC 0.11% Add +1.3% 10,595 $990K
Richardson Financial Services Inc. 0.75% New 10,573 $988K
Strategic Advisors LLC 0.19% Add +0.1% 10,553 $986K
Florida Trust Wealth Management Co 0.03% Add +1.6% 10,550 $986K
Platform Technology Partners 0.29% Add +1.2% 10,545 $985K
Lynx Investment Advisory 0.66% Reduce -1.0% 10,535 $984K
Castleview Partners, LLC 0.67% Add +12.3% 10,531 $984K
Constitution Capital LLC 0.54% Reduce -3.7% 10,405 $972K
Cushing Capital Partners, LLC 0.87% Add +0.8% 10,393 $971K
Fiera Capital Corp 0.00% No change 10,349 $967K
Main Street Financial Solutions, LLC 0.08% Reduce -10.0% 10,340 $966K
Caprock Group, LLC 0.03% Reduce -7.0% 10,336 $966K
Partners Wealth Management, LLC 1.09% Add +4.3% 10,329 $965K
Sprott Inc. 0.06% Add +1.5% 10,271 $960K
Peoples Financial Services Corp. 0.46% No change 10,267 $959K
Certuity, LLC 0.10% Reduce -1.9% 10,218 $955K
McAdam, LLC 0.06% Reduce -14.5% 10,205 $954K
Wealthstar Advisors, LLC 0.43% Add +1.2% 10,145 $948K
Intrinsic Value Partners, LLC 0.93% Add +54.1% 10,091 $943K
Glen Eagle Advisors, LLC 0.16% Reduce -2.0% 10,074 $941K
Agate Pass Investment Management, LLC 0.40% Reduce -0.5% 10,045 $939K
Haverford Trust Co 0.01% Reduce -9.9% 9,990 $934K
Kelleher Financial Advisors 0.37% Add +2.8% 9,985 $933K
Worth Asset Management, LLC 0.51% Add +5.5% 9,977 $932K
Builder Investment Group Inc. 0.26% Reduce -7.4% 9,975 $932K
Aberdeen Wealth Management LLC 0.64% No change 9,955 $930K
Dynasty Wealth Management, LLC 0.02% Reduce -98.5% 9,919 $927K
Simplicity Wealth,LLC 0.07% New 9,892 $924K
Oxinas Partners, LLC 0.54% Add +1.3% 9,872 $923K
Brighton Jones LLC 0.03% Add +5.4% 9,870 $922K
Rehmann Capital Advisory Group 0.06% Reduce -0.6% 9,803 $916K
Caldwell Sutter Capital, Inc. 0.44% Reduce -0.9% 9,798 $916K
Goelzer Investment Management, Inc. 0.05% Reduce -0.8% 9,788 $915K
Covey Capital Advisors, LLC 1.05% Reduce -0.1% 9,731 $909K
Stonebridge Financial Planning Group, LLC 0.41% Add +1.1% 9,695 $906K
HCR Wealth Advisors 0.12% Reduce -3.3% 9,682 $905K
Leo Wealth, LLC 0.13% Reduce -0.5% 9,657 $902K
Fermata Advisors, LLC 0.16% Add +4.3% 9,651 $902K
Focus Partners Advisor Solutions, LLC 0.01% Add +34.3% 9,627 $900K
Bailard, Inc. 0.02% Reduce -1.6% 9,621 $899K
CMT Capital Markets Trading GmbH 0.37% New 9,581 $895K
Wood Tarver Financial Group, LLC 0.29% Reduce -3.5% 9,544 $892K
Community Trust & Investment Co. 0.06% No change 9,521 $890K
Cadinha & Co. LLC 0.19% No change 9,515 $889K
Bfsg, LLC 0.11% Reduce -22.2% 9,473 $885K
ARS Investment Partners, LLC 0.08% No change 10,314 $884K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -89.8% 9,428 $881K
Verition Fund Management LLC 0.01% Reduce -93.9% 9,391 $878K
Wealth Effects LLC 0.37% Reduce -8.2% 9,342 $873K
Greenwich Wealth Management LLC 0.07% Reduce -4.5% 9,347 $873K
St. Johns Investment Management Company, LLC 0.43% Add +0.8% 9,331 $872K
Beacon Financial Advisory LLC 0.26% Reduce -2.9% 9,266 $866K
DCF Advisers, LLC 0.47% New 9,250 $864K
Principle Wealth Partners LLC 0.06% Reduce -1.2% 9,246 $864K
Stolper Co 0.28% Add +0.7% 9,228 $862K
Mayflower Financial Advisors, LLC 0.13% Add +1.3% 9,196 $859K
Financial & Tax Architects, LLC 0.21% Add +24.8% 9,166 $857K
Cozad Asset Management Inc. 0.09% No change 9,158 $856K
Woodmont Investment Counsel LLC 0.06% Reduce -0.2% 9,151 $855K
Sovran Advisors, LLC 0.11% Reduce -2.0% 10,477 $854K
Proffitt & Goodson Inc. 0.14% Reduce -0.8% 9,097 $850K
Investment Partners, LTD. 0.35% Add +0.1% 9,053 $846K
Pathway Financial Advisors LLC 0.15% Reduce -1.1% 9,046 $845K
Clayton Financial Group LLC 0.31% Add +0.8% 8,980 $839K
Union Bancaire Privee, UBP SA 0.02% Reduce -59.2% 9,058 $837K
Proficio Capital Partners LLC 0.06% Add +127.2% 8,935 $835K
Williams Jones Wealth Management, LLC. 0.01% Reduce -0.2% 8,893 $831K
Patriot Financial Group Insurance Agency, LLC 0.11% Add +2.5% 8,887 $831K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.34% Add +0.0% 10,332 $823K
Mission Creek Capital Partners, Inc. 0.20% Reduce -3.8% 8,798 $822K
Parkside Financial Bank & Trust 0.10% Add +1.4% 8,781 $821K
Windsor Capital Management, LLC 0.25% Add +1.0% 8,763 $819K
North Star Investment Management Corp. 0.06% Reduce -12.9% 8,758 $818K
Argyle Capital Partners, LLC 0.70% Add +1.8% 8,727 $816K
Two Sigma Securities, LLC 0.12% Add +222.0% 8,707 $814K
Horizon Financial Services, LLC 0.45% Add +57.0% 8,705 $813K
Triumph Capital Management 0.27% Reduce -25.9% 8,678 $811K
Circle Wealth Management, LLC 0.02% Add +36.3% 8,668 $810K
Pavion Blue Capital, LLC 0.39% Reduce -5.5% 8,654 $809K
Diversified Trust Co. 0.02% Add +209.4% 8,650 $808K
TrueWealth Advisors, LLC 0.26% Reduce -5.2% 8,623 $806K
Fairvoy Private Wealth, LLC 0.22% Reduce -14.1% 8,608 $804K
Solstein Capital, LLC 0.47% Reduce -35.0% 8,601 $804K
MontVue Capital Management, Inc. 0.64% Reduce -3.3% 8,585 $802K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Reduce -2.2% 8,678 $802K
Nvwm, LLC 0.21% Reduce -12.2% 8,537 $798K
Essex Financial Services, Inc. 0.06% Reduce -4.1% 8,527 $797K
Sheaff Brock Investment Advisors, LLC 0.07% Reduce -0.9% 8,517 $796K
First Citizens Bank & Trust Co. 0.02% Reduce -0.5% 8,486 $793K
RMR Wealth Builders 0.08% Reduce -18.7% 8,398 $785K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -14.9% 8,490 $785K
AdvisorNet Financial, Inc 0.06% Add +13.4% 8,379 $783K
KFA Private Wealth Group, LLC 0.27% Add +67.3% 8,345 $780K
W.H. Cornerstone Investments Inc. 0.54% Add +0.5% 8,313 $777K
Aries Wealth Management 0.21% Add +14.5% 8,311 $777K
Lunt Capital Management, Inc. 0.28% New 8,304 $776K
Golden State Wealth Management, LLC 0.12% Reduce -19.9% 8,303 $776K
Investors Asset Management of Georgia Inc. /Ga/ 0.39% Reduce -3.2% 8,301 $776K
Verdence Capital Advisors LLC 0.06% Reduce -4.3% 8,297 $775K
Telos Capital Management, Inc. 0.08% Add +7.8% 8,284 $774K
Wedmont Private Capital 0.04% Reduce -1.1% 9,804 $773K
Generation Capital Management LLC 0.70% Reduce -2.7% 8,276 $773K
Strait & Sound Wealth Management LLC 0.36% Reduce -0.7% 8,272 $773K
GM Advisory Group, LLC 0.04% Reduce -16.0% 8,259 $772K
L.M. Kohn & Company 0.20% Add +4.5% 8,245 $770K
Marco Investment Management LLC 0.07% Reduce -0.5% 8,244 $770K
Worth Financial Advisory Group, LLC 0.49% Add +1.3% 8,224 $769K
Empower Advisory Group, LLC 0.00% Reduce -1.9% 8,223 $768K
YHB Investment Advisors, Inc. 0.06% Reduce -1.8% 8,213 $768K
Banque Pictet & Cie SA 0.01% Reduce -4.0% 8,160 $763K
Burford Brothers, Inc. 0.37% Reduce -12.8% 8,147 $761K
Betterment LLC 0.00% Add +8.6% 8,101 $757K
Onyx Bridge Wealth Group LLC 0.11% Add +10.2% 8,089 $756K
Ballew Advisors, Inc 0.51% Reduce -9.3% 9,573 $755K
Cadence Bank 0.05% No change 8,054 $753K
Edge Wealth Management LLC 0.15% Reduce -41.5% 8,004 $748K
VPR Management LLC 0.36% No change 8,000 $748K
Quadcap Wealth Management, LLC 0.11% Reduce -23.1% 7,995 $747K
Kapstone Financial Advisors LLC 0.42% Reduce -2.0% 7,953 $743K
Cascades Capital Asset Management, LLC 0.41% Add +2.7% 7,925 $741K
Bay Capital Advisors, LLC 0.61% Reduce -3.8% 7,899 $738K
Windsor Advisory Group, LLC 0.95% No change 7,861 $735K
Kanawha Capital Management LLC 0.06% Add +2.6% 7,861 $735K
Affinity Capital Advisors, LLC 0.15% Reduce -82.9% 9,290 $733K
FIL Ltd 0.00% Reduce -11.8% 7,841 $733K
Adirondack Trust Co. 0.29% Add +0.1% 7,829 $732K
CPC Advisors, LLC 0.10% Reduce -1.9% 7,827 $731K
Diligent Investors, LLC 0.18% Reduce -33.3% 7,803 $729K
Spinnaker Trust 0.05% Reduce -0.2% 7,803 $729K
Matauro, LLC 0.15% Add +20.9% 7,802 $729K
Murphy & Mullick Capital Management Corp 0.71% Add +12.1% 7,798 $729K
Nicholas Hoffman & Company, LLC. 0.03% Reduce -0.3% 7,781 $727K
WealthBridge Capital Management, LLC 0.21% Reduce -9.3% 7,776 $727K
Generali Investments, Management Co LLC 0.21% New 7,774 $726K
TBH Global Asset Management, LLC 0.14% Reduce -79.6% 3,580 $726K
Quadrant Private Wealth Management, LLC 0.18% Add +0.7% 7,734 $723K
SYM FINANCIAL Corp 0.09% Reduce -0.4% 7,733 $723K
Accredited Investor Services, LLC 0.60% Add +3.0% 7,730 $722K
Cahill Financial Advisors Inc. 0.10% Add +18.1% 7,727 $722K
Cullen/Frost Bankers, Inc. 0.01% Add +5.6% 7,689 $719K
SeaBridge Investment Advisors LLC 0.15% Reduce -5.7% 7,666 $716K
Gateway Wealth Partners, LLC 0.16% Add +32.8% 7,663 $716K
FAS Wealth Partners, Inc. 0.06% Reduce -8.7% 7,662 $716K
KG Capital Management 0.23% Add +0.1% 7,657 $716K
Fulton Bank, N.A. 0.03% Reduce -5.9% 7,654 $715K
Schmidt P J Investment Management Inc. 0.13% Reduce -0.0% 7,647 $715K
Victory Financial Group, LLC 0.14% Add +23.7% 7,609 $711K
Moneta Group Investment Advisors LLC 0.01% Add +27.7% 7,607 $711K
Sava Infond d.o.o. 0.14% Add +38.2% 7,600 $710K
Van Den Berg Management I, Inc. 0.22% Reduce -11.1% 7,590 $709K
Lanark Financial, Inc. 0.06% — 7,586 $708K
Royal Fund Management, LLC 0.08% Reduce -49.6% 7,566 $707K
Granite FO LLC 0.40% No change 7,570 $707K
Wealthspire Retirement, LLC 0.06% Add +25.5% 7,559 $706K
KMG Fiduciary Partners, LLC 0.06% Add +1.9% 7,484 $699K
Resources Management Corp. /CT/ 0.10% Reduce -0.7% 7,390 $691K
Bison Wealth, LLC 0.06% Add +253.6% 8,556 $689K
Interchange Capital Partners, LLC 0.19% Reduce -36.2% 7,362 $688K
Fiduciary Alliance LLC 0.07% Add +120.5% 7,346 $686K
Insight Advisors, LLC/ PA 0.12% Add +2.5% 7,302 $682K
Global View Capital Management LLC 0.25% Reduce -0.9% 7,278 $680K
Roxbury Financial LLC 0.66% Reduce -6.7% 7,458 $679K
Ironwood Financial, llc 0.14% Add +39.4% 7,225 $675K
Soltis Investment Advisors LLC 0.06% Reduce -14.3% 7,217 $674K
Beese Fulmer Investment Management, Inc. 0.06% New 7,208 $674K
Sloy Dahl & Holst, LLC 0.12% Reduce -8.1% 7,194 $672K
Everett Harris & Co. 0.01% No change 7,180 $671K
Prudential PLC 0.00% Reduce -14.5% 7,170 $670K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +1.9% 7,154 $669K
American National Bank & Trust 0.07% Reduce -3.4% 7,143 $668K
Sagespring Wealth Partners, LLC 0.02% Reduce -0.6% 7,141 $667K
Curat Global, LLC 0.81% — 7,115 $665K
Moloney Securities Asset Management, LLC 0.09% Add +10.2% 7,089 $662K
Intrua Financial, LLC 0.10% Add +0.5% 7,075 $661K
IPG Investment Advisors LLC 0.15% Reduce -11.4% 7,065 $660K
Lodestar Private Asset Management LLC 0.08% Reduce -9.8% 7,044 $658K
Quotient Wealth Partners, LLC 0.02% Reduce -98.8% 7,040 $658K
Berger Financial Group, Inc 0.05% Reduce -3.8% 7,039 $658K
Acorns Advisers, LLC 0.01% Add +32.5% 7,021 $656K
Smith Anglin Financial, LLC 0.07% Reduce -9.8% 7,002 $654K
GLOBALT Investments LLC / GA 0.03% Reduce -9.8% 6,998 $654K
Factor Wealth Management LTD 0.20% Add +5.5% 6,997 $654K
Roberts Wealth Advisors, LLC 0.20% Add +1.3% 6,989 $653K
MBL Wealth, LLC 0.07% Reduce -5.7% 6,975 $652K
Napa Wealth Management 0.37% New 6,969 $651K
HBK Sorce Advisory LLC 0.02% Add +16.7% 6,969 $651K
Redwood Financial Network Corp 0.50% Reduce -11.8% 6,965 $651K
Flywheel Private Wealth LLC 0.59% Add +1.5% 6,950 $650K
First National Bank of Hutchinson 0.43% Add +12.8% 6,907 $645K
Summit Securities Group LLC 0.45% New 6,900 $645K
NorthRock Partners, LLC 0.02% Add +22.0% 6,842 $639K
Milestone Asset Management, LLC 0.14% Add +2.7% 6,841 $639K
True Vision MN LLC 0.38% Add +0.8% 6,839 $639K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -0.8% 6,832 $638K
RiverGlades Family Offices LLC 0.46% Add +0.7% 6,828 $638K
Denver Wealth Management, Inc. 0.29% Reduce -2.4% 6,791 $635K
1ST Source Bank 0.04% No change 6,789 $634K
Cooper Financial Group 0.08% Add +0.8% 6,786 $634K
Glenview Trust Co 0.01% Add +2.5% 6,782 $634K
OneAscent Financial Services LLC 0.04% Add +36.7% 6,744 $633K
HUB Investment Partners, LLC 0.03% Reduce -14.7% 6,749 $631K
Birchcreek Wealth Management, LLC 0.40% Reduce -1.3% 6,742 $630K
Allie Family Office LLC 0.35% Add +2.0% 6,736 $629K
Norden Group LLC 0.07% Add +6.3% 6,731 $629K
CX Institutional 0.02% Reduce -2.5% 6,731 $629K
Sterling Investment Advisors, Ltd. 0.15% Add +123.6% 6,725 $628K
Spreng Capital Management, Inc. 0.29% Reduce -10.5% 6,719 $628K
First Financial Bankshares Inc 0.01% New 6,696 $626K
River Street Advisors LLC 0.31% Add +5.6% 6,692 $625K
Seelaus Asset Management LLC 0.61% Reduce -15.1% 6,676 $624K
Tandem Wealth Advisors LLC 0.33% Add +12.3% 6,670 $623K
Client 1ST Advisory Group, LLC 0.24% Add +6.3% 6,669 $623K
Sovereign Financial Group, Inc. 0.14% Add +20.3% 6,623 $619K
BBR Partners, LLC 0.04% Add +0.6% 6,605 $617K
Mathes Company, Inc. 0.25% Reduce -26.3% 6,600 $617K
Brick & Kyle, Associates 0.28% Reduce -3.0% 6,649 $616K
Rovin Capital /Ut/ 0.20% Reduce -2.0% 6,574 $614K
Cowa, LLC 0.26% Reduce -2.2% 6,549 $612K
Empire Financial Management Company, LLC 0.19% No change 6,535 $611K
Mason & Associates Inc 0.15% No change 6,512 $609K
Garden State Investment Advisory Services LLC 0.19% Reduce -8.4% 6,478 $607K
Lifeworks Advisors, LLC 0.10% Reduce -40.0% 6,440 $602K
LPWM LLC 0.19% No change 6,433 $601K
Aurora Private Wealth, Inc. 0.48% Reduce -27.4% 6,428 $601K
Iams Wealth Management, LLC 0.27% Reduce -0.7% 6,408 $599K
Stock Yards Bank & Trust Co. 0.02% Add +4.9% 6,390 $597K
Cyndeo Wealth Partners, LLC 0.04% Reduce -4.3% 6,375 $596K
LRI Investments, LLC 0.06% Add +230.8% 6,364 $595K
Blackston Financial Advisory Group, LLC 0.40% Reduce -8.3% 6,357 $594K
Sageworth Trust Co 0.04% Add +1.5% 6,347 $593K
Great Lakes Advisors, LLC 0.01% Reduce -86.5% 6,343 $593K
Matthew Goff Investment Advisor, LLC 0.11% New 6,328 $591K
D.B. Root & Company, LLC 0.19% Reduce -0.2% 6,323 $591K
CHICAGO TRUST Co NA 0.11% No change 6,272 $586K
Redwood Wealth Management Group, LLC 0.30% Reduce -3.5% 6,218 $581K
Westover Capital Advisors, LLC 0.13% Add +0.2% 6,213 $581K
Tradewinds Capital Management, LLC 0.16% Reduce -0.5% 6,202 $580K
Pennsylvania Capital Management Inc. 0.21% Add +49.8% 6,199 $579K
Larson Financial Group LLC 0.03% Reduce -2.1% 6,178 $577K
Quattro Financial Advisors LLC 0.20% Add +17.3% 6,151 $575K
Sequent Asset Management, LLC 0.32% No change 6,122 $572K
Compagnie Lombard Odier SCmA 0.01% Add +2.5% 6,107 $571K
Lake Street Private Wealth, LLC 0.09% Reduce -1.0% 6,104 $570K
Sage Mountain Advisors LLC 0.04% No change 6,082 $568K
Federation des caisses Desjardins du Quebec 0.00% Add +206.0% 6,055 $566K
4WEALTH Advisors, Inc. 0.63% Reduce -1.4% 6,042 $565K
Weaver Consulting Group 0.17% Reduce -1.4% 6,027 $563K
Compound Planning, Inc. 0.03% Add +44.8% 6,018 $562K
Simon Quick Advisors, LLC 0.03% Add +8.4% 6,014 $562K
Nixon Peabody Trust Co. 0.05% Reduce -4.8% 6,000 $561K
Hudson Value Partners, LLC 0.21% Add +8.7% 5,980 $559K
Magnolia Capital Advisors LLC 0.15% Reduce -7.3% 5,972 $558K
LCNB Corp. 0.20% Add +14.4% 5,950 $556K
Naples Global Advisors, LLC 0.05% Reduce -0.4% 5,950 $556K
Silverlake Wealth Management LLC 0.21% Reduce -39.2% 5,918 $553K
PSI Advisors, LLC 0.18% Add +2.7% 5,912 $552K
TCTC Holdings, LLC 0.02% No change 5,905 $552K
Firestone Capital Management 0.14% Reduce -0.5% 5,897 $551K
Legacy Capital Wealth Partners, LLC 0.14% Add +0.3% 5,897 $551K
Resolute Wealth Strategies, LLC 0.31% Reduce -10.1% 5,883 $550K
American Institute for Advanced Investment Management, LLP 0.42% No change 5,880 $549K
Kane Investment Management, Inc. 0.26% Reduce -6.0% 5,860 $548K
Galvin, Gaustad & Stein, LLC 0.05% Reduce -3.3% 5,855 $547K
TCP Asset Management, LLC 0.12% Add +0.1% 5,851 $547K
Summit X, LLC 0.11% Add +2.9% 5,848 $546K
Cornerstone Planning Group LLC 0.13% Add +1.2% 6,725 $546K
Signaturefd, LLC 0.01% Add +1.2% 5,822 $544K
Disciplined Investments, LLC 0.25% Reduce -70.6% 5,814 $543K
10Elms LLP 0.64% Add +8.2% 5,792 $541K
Modera Wealth Management, LLC 0.01% Reduce -8.2% 5,785 $541K
Carr Financial Group Corp 0.18% Reduce -0.0% 5,776 $540K
Finivi Inc. 0.43% Reduce -0.3% 5,770 $539K
Optimum Investment Advisors 0.25% Add +2.5% 5,763 $539K
Bristlecone Advisors, LLC 0.04% Add +6.7% 5,740 $536K
Palumbo Wealth Management LLC 0.18% Reduce -0.6% 5,740 $536K
Tsfg, LLC 0.11% Reduce -3.2% 5,711 $534K
Welch Group, LLC 0.02% Reduce -55.2% 5,763 $533K
Northwest Bancshares, Inc. 0.10% No change 5,690 $532K
Cassaday & Co Wealth Management LLC 0.01% Reduce -1.7% 5,689 $532K
Unique Wealth Strategies, LLC 0.24% Add +1.1% 5,670 $530K
Wulff, Hansen & Co. 0.48% No change 5,650 $528K
Sunbelt Securities, Inc. 0.05% Reduce -43.4% 5,643 $527K
Lodestone Wealth Management LLC 0.28% Add +2.9% 5,639 $527K
Founders Grove Wealth Partners, LLC 0.15% Add +6.3% 5,636 $527K
McCollum Christoferson Group LLC 0.16% Add +7.8% 5,635 $527K
Mascagni Wealth Management, Inc. 0.52% No change 5,627 $526K
Capital Advisors Inc. 0.01% Reduce -9.0% 5,607 $524K
Obsidian Cio, LLC 0.09% Add +36.8% 5,604 $524K
Lighthouse Wealth Management Inc. 0.48% Add +1.9% 5,601 $523K
Court Place Advisors, LLC 0.17% No change 5,585 $522K
Lion Street Advisors, LLC 0.17% Add +16.1% 5,584 $522K
Tradition Wealth Management, LLC 0.05% Reduce -0.5% 5,573 $521K
Obermeyer Wealth Partners 0.03% No change 5,566 $520K
GEM Asset Management, LLC 0.29% New 5,510 $518K
Composition Wealth, LLC 0.01% Reduce -93.4% 5,542 $518K
Guardian Asset Advisors, LLC 0.34% Add +2.4% 5,539 $518K
Peak Asset Management, LLC 0.10% Reduce -51.9% 5,531 $517K
ERn Financial, LLC 0.08% Reduce -15.7% 5,525 $516K
Hexagon Capital Partners LLC 0.10% Reduce -37.9% 5,510 $515K
Lighthouse Financial LLC 0.44% Reduce -6.8% 5,500 $514K
Black Maple Capital Management LP 0.40% Reduce -8.3% 5,500 $514K
Northwest Financial Advisors 0.43% Reduce -23.3% 5,493 $513K
One Charles Private Wealth Services, LLC 0.17% Reduce -4.9% 5,467 $511K
Wealthcare Capital Partners, LLC 0.26% Add +5.0% 5,376 $502K
Argent Trust Co 0.02% Reduce -7.8% 5,360 $501K
Beaumont Financial Advisors, LLC 0.04% Reduce -86.3% 5,356 $501K
Donald L. Hagan, LLC 0.26% Add +8.9% 5,355 $500K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% Reduce -1.8% 5,346 $500K
Shepherd Financial Partners LLC 0.06% Add +4.7% 5,330 $498K
New England Private Wealth Advisors LLC 0.08% Add +13.0% 5,327 $498K
Arax Advisory Partners 0.03% Reduce -8.8% 5,301 $495K
Mather Group, Llc. 0.01% Add +7.2% 5,288 $494K
Advance Capital Management, Inc. 0.02% Add +1.1% 5,269 $492K
Eagle Strategies LLC 0.09% Reduce -1.9% 5,263 $492K
Berkshire Asset Management LLC 0.02% Reduce -4.7% 6,014 $491K
1834 Investment Advisors Co. 0.06% Reduce -33.8% 5,237 $489K
German American Bancorp, Inc. 0.05% Reduce -81.2% 5,224 $488K
Next Level Private LLC 0.18% Reduce -0.2% 5,184 $484K
Holderness Investments Co. 0.11% Add +5.5% 5,165 $483K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -16.1% 5,146 $481K
Waterloo Capital, L.P. 0.04% Add +70.7% 5,146 $481K
TrueMark Investments, LLC 0.13% New 5,142 $481K
Towerpoint Wealth, LLC 0.24% Add +0.2% 5,132 $480K
Creekside Partners 0.25% No change 5,131 $479K
Pacific Sun Financial Corp 0.27% Add +40.9% 5,129 $479K
Eastern Bank 0.01% Reduce -16.8% 5,101 $477K
Tidemark, LLC 0.17% Add +31.2% 5,095 $476K
Litman Gregory Wealth Management LLC 0.04% No change 5,085 $475K
Talon Private Wealth, LLC 0.06% Reduce -61.0% 5,083 $475K
Mma Asset Management LLC 0.20% Add +13.1% 5,062 $473K
Resurgent Financial Advisors LLC 0.28% Reduce -15.4% 5,027 $470K
Fort Sheridan Advisors LLC 0.07% No change 5,016 $469K
Private Client Services, LLC 0.23% Reduce -8.7% 5,012 $468K
Cape Ann Savings Bank 0.29% No change 5,006 $468K
Bramshill Investments, LLC 0.05% Reduce -37.5% 5,000 $467K
First National Corp. /Ma/ 0.10% Reduce -21.7% 4,990 $466K
Eagle Global Advisors LLC 0.02% Reduce -5.2% 4,990 $466K
Inscription Capital, LLC 0.08% — 4,892 $462K
Ulland Investment Advisors, LLC 0.40% Reduce -5.3% 4,930 $461K
Atala Financial Inc 0.33% Reduce -10.4% 4,915 $459K
Mayfair Advisory Group, LLC 0.26% Reduce -8.5% 4,913 $459K
Central Bank & Trust Co. 0.08% Reduce -10.1% 4,910 $459K
Pure Portfolios Holdings LLC 0.17% Add +25.2% 4,891 $457K
Coordinated Financial Services, Inc. 0.36% — 4,889 $457K
Financial Management Network Inc. 0.10% Add +0.4% 5,806 $454K
Lewis Asset Management, LLC 0.37% Reduce -4.3% 4,851 $453K
Objective Capital Management, LLC 0.58% Reduce -35.5% 4,839 $452K
Ritholtz Wealth Management 0.01% Add +7.3% 4,825 $451K
Debussy Capital Management LP 0.07% Reduce -5.0% 4,821 $450K
Prelude Capital Management, LLC 0.05% No change 4,814 $450K
Atlas Legacy Advisors, LLC 0.11% No change 4,797 $448K
Saxon Interests, Inc. 0.21% Reduce -84.8% 4,796 $448K
Measured Risk Portfolios, Inc. 0.48% Reduce -2.0% 4,778 $447K
Shulman DeMeo Asset Management LLC 0.13% Reduce -1.6% 4,773 $446K
waypoint wealth counsel 0.28% Reduce -49.8% 4,772 $446K
Novem Group 0.06% Reduce -2.3% 4,759 $445K
Rossby Financial, LCC 0.19% Add +0.5% 5,393 $444K
Olympiad Research LP 0.52% No change 4,753 $444K
Princeton Global Asset Management LLC 0.09% No change 4,750 $444K
First American Trust, FSB 0.04% Reduce -3.0% 4,748 $444K
CenterStar Asset Management, LLC 0.64% New 4,736 $443K
Allegheny Financial Group 0.11% Add +10.7% 4,741 $443K
Fourpath Capital Management, LLC 0.08% Reduce -95.0% 4,731 $442K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -68.1% 4,725 $442K
Plimoth Trust Co. LLC 0.11% Reduce -15.6% 4,711 $440K
Selective Wealth Management, Inc. 0.19% Add +0.0% 5,566 $439K
Astoria Portfolio Advisors LLC. 0.15% Add +69.9% 5,392 $438K
Promethium Advisors,llc 0.28% New 4,655 $435K
Grandview Asset Management LLC 0.16% Add +41.4% 4,649 $434K
Neville Rodie & Shaw Inc. 0.03% No change 4,648 $434K
Legacy Advisors, LLC 0.04% New 4,639 $434K
City Holding Co. 0.06% Add +2.6% 4,637 $433K
Winthrop Advisory Group LLC 0.05% Reduce -21.1% 4,606 $430K
Strata Wealth Advisors, LLC 0.13% Reduce -0.7% 4,601 $430K
Pinnacle Bancorp, Inc. 0.14% Reduce -0.4% 4,599 $430K
Magnolia Private Wealth, LLC 0.36% Reduce -2.5% 4,592 $429K
Armstrong, Fleming & Moore, Inc 0.52% New 4,590 $429K
Leavell Investment Management, Inc. 0.02% Add +21.2% 4,585 $428K
J. Safra Sarasin Holding AG 0.01% No change 4,575 $428K
Watershed Private Wealth LLC 0.17% No change 4,560 $426K
Estate Counselors, LLC 0.04% Add +72.1% 4,560 $426K
Legacy Capital Group California, Inc. 0.15% Add +30.4% 4,557 $426K
Shoker Investment Counsel, Inc. 0.14% Add +0.1% 4,550 $425K
Medallion Wealth Advisors, LLC 0.19% Add +23.4% 4,515 $424K
Cresta Advisors, Ltd. 0.22% New 4,534 $424K
Campion Asset Management 0.33% Add +2.8% 4,532 $424K
Annex Advisory Services, LLC 0.01% Reduce -34.4% 4,512 $422K
Hanover Advisors Inc. 0.18% Reduce -8.9% 4,482 $419K
2UniFi Bank 0.27% No change 4,601 $419K
MV Capital Management, Inc. 0.04% Reduce -1.0% 4,468 $417K
Manhattan West Asset Management, LLC 0.11% Reduce -33.0% 4,466 $417K
Steel Grove Capital Advisors, LLC 0.06% Add +18.4% 4,465 $417K
Calamos Wealth Management LLC 0.02% Add +65.3% 4,462 $417K
Signet Financial Management, LLC 0.06% Reduce -73.3% 4,457 $416K
Encompass More Asset Management 0.12% Reduce -83.0% 4,455 $416K
SlateStone Wealth, LLC 0.04% Reduce -5.5% 4,452 $416K
Bruce G. Allen Investments, LLC 0.33% Reduce -4.2% 4,430 $414K
Alexander Labrunerie & Co., Inc. 0.18% Reduce -0.7% 4,414 $412K
CPR Investments Inc. 0.36% New 4,399 $411K
Rappaport Reiches Capital Management, LLC 0.10% New 4,372 $409K
Blue Zone Wealth Advisors, LLC 0.11% Add +0.4% 4,368 $408K
Teamwork Financial Advisors, LLC 0.06% Reduce -5.3% 4,366 $408K
Strategic Investment Advisors / MI 0.04% New 4,337 $405K
Secure Asset Management, LLC 0.08% Reduce -51.3% 4,336 $405K
Key Client Fiduciary Advisors, LLC 0.19% Add +2.9% 4,330 $405K
Bensler, LLC 0.05% Reduce -3.6% 4,326 $404K
PUREfi Wealth, LLC 0.40% Add +33.3% 4,324 $404K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -1.5% 4,320 $404K
Leigh Baldwin & Co., LLC 0.32% Reduce -16.7% 4,313 $403K
Hengehold Capital Management LLC 0.04% Add +5.9% 4,312 $403K
Montecito Bank & Trust 0.07% No change 4,306 $402K
Silvercrest Asset Management Group LLC 0.00% Reduce -7.1% 4,270 $399K
Auxano Advisors, LLC 0.11% Reduce -10.5% 4,246 $397K
J Hagan Capital, Inc. 0.32% — 4,624 $396K
Avantax Planning Partners, Inc. 0.01% Add +14.5% 4,223 $395K
Prosperity Financial Group, Inc. 0.20% Add +13.0% 4,213 $394K
Bank of Stockton 0.13% Reduce -21.2% 4,200 $392K
Banco BTG Pactual S.A. 0.10% No change 4,200 $392K
Brown Brothers Harriman & Co. 0.00% Add +112.3% 4,188 $391K
Americana Partners, LLC 0.02% Reduce -18.5% 4,181 $391K
USA Financial Formulas 0.06% Reduce -6.2% 4,179 $391K
Collective Family Office LLC 0.10% Reduce -27.9% 4,125 $385K
Arcus Capital Partners, LLC 0.15% Add +3.2% 4,124 $385K
Investor's Fiduciary Advisor Network, LLC 0.18% Add +4.6% 4,128 $385K
Capital Management Associates, Inc 0.09% New 4,111 $384K
Alteri Wealth LLC 0.17% Reduce -11.1% 4,108 $384K
PCG Wealth Advisors, LLC 0.13% Reduce -84.3% 4,101 $383K
Pacific Center for Financial Services 0.10% Add +968.9% 4,083 $382K
Defined Financial Planning LLC 0.39% New 4,049 $381K
FLC Capital Advisors 0.09% Reduce -13.9% 4,065 $380K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -54.1% 4,050 $378K
Kessler Investment Group, LLC 0.18% No change 4,024 $376K
Wolff Wiese Magana LLC 0.26% Reduce -3.1% 4,019 $376K
LFA - Lugano Financial Advisors SA 0.26% No change 4,018 $375K
Arkos Global Advisors 0.06% Add +43.0% 4,009 $375K
Caldwell Trust Co 0.04% Add +7.0% 4,002 $374K
Fort Washington Investment Advisors Inc. 0.00% Reduce -6.6% 4,001 $374K
Savvy Advisors, Inc. 0.04% Reduce -80.7% 3,973 $371K
One Capital Management, LLC 0.01% Reduce -3.9% 3,968 $371K
Northwest Wealth Management, LLC 0.07% Reduce -2.2% 3,913 $366K
Coldstream Capital Management Inc. 0.01% Reduce -4.3% 3,900 $364K
Safeguard Investment Advisory Group, LLC 0.10% New 3,894 $364K
St Germain D J Co. Inc. 0.02% Reduce -7.8% 3,877 $362K
Endeavor Private Wealth, Inc. 0.20% New 3,875 $362K
Global Financial Private Client, LLC 0.14% Reduce -3.5% 3,848 $360K
Grantvest Financial Group LLC 0.29% Reduce -11.1% 3,819 $357K
Searle & Co. 0.10% No change 3,818 $357K
Arrow Financial Corp 0.04% Reduce -23.7% 3,817 $357K
Authentikos Wealth Advisory, LLC 0.28% New 3,815 $357K
Promus Capital, LLC 0.27% Add +0.3% 3,811 $356K
Summit Financial Consulting LLC 0.33% — 3,787 $354K
First Citizens Financial Corp 0.20% Add +22.3% 3,771 $352K
Nikulski Financial, Inc. 0.11% Reduce -6.2% 3,769 $352K
Ally Invest Advisors Inc. 0.03% Reduce -1.9% 3,755 $351K
Latitude Advisors, LLC 0.20% Reduce -6.3% 3,754 $351K
Southland Equity Partners LLC 0.08% Add +0.7% 3,751 $351K
Hopwood Financial Services, Inc. 0.27% Add +5.7% 3,742 $350K
QRG Capital Management, Inc. 0.00% Reduce -24.4% 3,740 $349K
Tempus Wealth Planning, LLC 0.10% Reduce -15.7% 3,737 $349K
Members Wealth LLC 0.26% No change 3,729 $348K
Baltimore-Washington Financial Advisors, Inc. 0.02% Reduce -9.3% 3,725 $348K
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.09% No change 3,703 $346K
Runnymede Capital Advisors, Inc. 0.33% Reduce -34.6% 3,692 $345K
Marcum Wealth, LLC 0.03% Reduce -2.7% 3,676 $344K
Saxony Capital Management, LLC 0.30% Reduce -4.9% 3,663 $342K
Aventura Private Wealth, LLC 0.18% Reduce -0.8% 3,657 $342K
Octavia Wealth Advisors, LLC 0.04% Reduce -0.4% 3,641 $340K
Wealth Alliance, LLC 0.04% Reduce -31.8% 3,637 $340K
Brave Asset Management Inc. 0.11% Add +47.0% 3,635 $340K
Capital Asset Advisory Services LLC 0.02% Reduce -5.0% 3,584 $337K
Wall Street Financial Group, Inc. 0.35% Reduce -20.9% 3,597 $336K
Beacon Capital Management, LLC 0.05% Add +258.3% 3,594 $336K
LJI Wealth Management, LLC 0.07% Add +1.3% 3,585 $335K
Auour Investments LLC 0.12% Add +7.3% 4,156 $335K
WMG Financial Advisors, LLC 0.14% Reduce -65.6% 3,579 $334K
Laraway Financial Advisors Inc 0.27% Add +28.9% 3,577 $334K
Raab & Moskowitz Asset Management LLC 0.08% Add +12.8% 3,563 $333K
Strategies Wealth Advisors, LLC 0.04% Reduce -41.3% 3,563 $333K
Farmers & Merchants Investments Inc. 0.01% No change 3,561 $333K
BluePointe Capital Management, LLC 0.13% New 3,530 $330K
Strategic Blueprint, LLC 0.02% Reduce -37.5% 3,529 $330K
Buck Wealth Strategies, LLC 0.06% New 3,522 $329K
McDonald Partners LLC 0.09% Reduce -22.4% 3,515 $329K
Successful Portfolios LLC 0.22% Reduce -5.4% 3,520 $329K
Comprehensive Financial Consultants Institutional, Inc. 0.12% Reduce -36.9% 3,516 $329K
Peterson Wealth Management 0.22% Reduce -0.0% 3,510 $328K
Poehling Capital Management, INC. 0.08% Reduce -0.1% 3,505 $328K
Summit Wealth Partners, LLC 0.07% New 3,501 $327K
Tyche Wealth Partners LLC 0.07% Add +1.8% 3,487 $326K
Doliver Advisors, LP 0.09% Reduce -5.2% 3,480 $325K
FRG Family Wealth Advisors LLC 0.06% Reduce -42.8% 3,480 $325K
TradeWell Securities, LLC. 0.18% Reduce -25.0% 3,461 $323K
Veltria Advisors Corp. 0.21% Reduce -38.6% 3,459 $323K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +6.3% 3,449 $322K
Orleans Capital Management Corp. 0.19% Reduce -9.5% 3,442 $322K
Sonata Capital Group Inc. 0.14% Reduce -3.5% 3,430 $321K
First Command Advisory Services, Inc. 0.00% Add +6.4% 3,423 $320K
Lifestyle Asset Management, Inc. 0.18% New 3,422 $320K
Nova Wealth Management, Inc. 0.28% Reduce -49.0% 3,415 $319K
Bartlett & Co. Wealth Management LLC 0.00% Add +1.6% 3,403 $318K
Apex Wealth Management, LLC 0.29% Reduce -6.8% 3,391 $317K
Wealthspan Partners, LLC 0.15% Add +0.1% 3,390 $317K
Live Oak Investment Partners 0.25% New 3,383 $316K
Ahl Investment Management, Inc. 0.22% No change 3,382 $316K
Childress Capital Advisors, LLC 0.09% Add +17.1% 3,378 $316K
Maven Securities LTD 0.07% Reduce -46.5% 3,373 $315K
Retirement Guys Formula LLC 0.16% Add +21.0% 3,384 $315K
Advisors Capital Management, LLC 0.00% New 3,366 $315K
Cardinal Point Capital Management ULC 0.03% Reduce -23.3% 3,365 $314K
Flputnam Investment Management Co. 0.01% Reduce -69.3% 3,362 $314K
Gradient Capital Advisors, LLC 0.10% Add +0.1% 3,362 $314K
Newman Dignan & Sheerar, Inc. 0.09% No change 3,350 $313K
Quartz Partners, LLC 0.19% No change 3,348 $313K
Evanson Asset Management, LLC 0.02% Add +0.2% 3,345 $313K
Corsair Capital Management, L.P. 0.08% Reduce -49.7% 3,337 $312K
Legacy Financial Group, Inc. 0.10% Reduce -18.7% 3,316 $310K
Evelyn Partners Investment Management (Europe) Ltd 0.12% No change 3,312 $310K
Future Financial Wealth Managment LLC 0.23% No change 3,310 $309K
Wellington Shields & Co., LLC 0.10% Reduce -29.8% 3,300 $308K
BTS Asset Management, Inc. 0.35% New 3,294 $308K
Wetzel Investment Advisors, Inc. 0.16% Reduce -1.6% 3,292 $308K
Means Investment Co., Inc. 0.03% Reduce -7.5% 3,290 $307K
Copia Wealth Management 0.28% Reduce -17.8% 3,287 $307K
Carolinas Wealth Consulting LLC 0.07% Add +71.1% 3,285 $307K
WESPAC Advisors, LLC 0.25% New 3,284 $307K
Financial Futures Ltd Liability Co. 0.17% Reduce -64.4% 3,284 $307K
XML Financial, LLC 0.03% Reduce -1.7% 3,265 $305K
Centennial Wealth Advisory LLC 0.11% Add +5.5% 3,258 $304K
Howard Financial Services, LTD. 0.04% Reduce -0.4% 3,243 $303K
Westmount Partners, LLC 0.09% Add +11.0% 3,240 $303K
Fortress Private Ledger, LLC 0.17% New 3,231 $302K
Fox Hill Wealth Management 0.18% Reduce -0.3% 3,217 $301K
Whittier Trust Co. of Nevada Inc. 0.01% Add +91.0% 3,201 $299K
Financial Perspectives, Inc 0.10% Add +0.7% 3,189 $298K
Syon Capital LLC 0.02% Reduce -43.0% 3,188 $298K
Miller Howard Investments Inc. 0.01% Reduce -89.4% 3,177 $297K
Horrell Capital Management, Inc. 0.12% No change 3,162 $295K
BTC Capital Management, Inc. 0.03% New 3,161 $295K
Coastwise Capital Group, LLC 0.25% Reduce -8.1% 3,161 $295K
Avestar Capital, LLC 0.03% Add +4.9% 3,160 $295K
ARS Wealth Advisors Group, LLC 0.04% Reduce -2.8% 3,160 $295K
Provident Wealth Management, LLC 0.10% Add +112.5% 3,153 $295K
Charter Oak Capital Management, LLC 0.03% No change 3,151 $294K
Fulcrum Equity Management 0.32% No change 3,149 $294K
Private Wealth Group, LLC 0.17% Reduce -75.6% 3,141 $294K
Mirabaud & Cie SA 0.10% No change 3,140 $293K
Disciplined Investors, L.L.C. 0.26% Add +4.4% 3,133 $293K
WealthPLAN Partners, LLC 0.04% Reduce -23.6% 3,124 $292K
Viewpoint Capital Management LLC 0.16% No change 3,120 $292K
Western Pacific Wealth Management, LP 0.26% No change 3,100 $290K
Bragg Financial Advisors, Inc 0.01% New 3,100 $290K
Grant Private Wealth Management Inc 0.31% Reduce -3.1% 3,096 $289K
Icon Wealth Advisors, LLC 0.02% Reduce -30.8% 3,063 $286K
Gryphon Financial Partners LLC 0.04% No change 3,060 $286K
Rosenberg Matthew Hamilton 0.07% No change 3,048 $285K
Centerpoint Advisory Group 0.28% No change 3,043 $284K
Anchor Investment Management, LLC 0.03% Reduce -1.6% 3,040 $284K
Financial Partners Group, Inc 0.04% Reduce -1.2% 3,030 $283K
Longview Financial Advisors, Inc. 0.24% Reduce -30.9% 3,028 $283K
AtlasMark Financial, Inc 0.26% No change 3,025 $283K
Occidental Asset Management, LLC 0.04% Reduce -5.9% 3,022 $282K
Mirador Capital Partners LP 0.05% Reduce -96.0% 3,021 $282K
LM Advisors LLC 0.05% No change 3,020 $282K
Heritage Trust Co 0.03% Reduce -11.8% 3,000 $280K
American Financial Advisors, LLC 0.04% Add +7.8% 2,993 $280K
DT Investment Partners, LLC 0.03% Add +1312.8% 2,981 $279K
Beacon Bank & Trust 0.07% No change 2,965 $277K
MKT Advisors LLC 0.13% Add +7.8% 3,540 $277K
Capital Markets Trading UK LLP 0.32% New 2,966 $277K
Aull & Monroe Investment Management Corp 0.14% No change 2,955 $276K
CVFG LLC 0.25% Add +14.0% 2,953 $276K
ICONIQ Capital, LLC 0.00% Add +0.8% 2,950 $276K
Monterey Private Wealth, Inc. 0.08% Add +0.0% 2,949 $276K
Zacks Investment Management 0.00% Reduce -20.9% 2,936 $274K
Eldridge Investment Advisors, Inc. 0.06% No change 2,935 $274K
ArchPoint Investors 0.09% No change 2,930 $274K
M.E. Allison & Co., Inc. 0.27% Reduce -1.4% 2,924 $273K
Altfest L J & Co. Inc. 0.03% No change 2,923 $273K
Garrison Point Advisors, LLC 0.13% No change 2,910 $272K
Cadent Capital Advisors, LLC 0.10% Add +14.5% 2,897 $271K
Compass Financial Services Inc 0.14% Add +16.8% 2,894 $270K
NCM Capital Management, LLC 0.12% Reduce -3.3% 2,888 $270K
Accurate Wealth Management, LLC 0.05% Add +7.5% 3,440 $270K
World Equity Group, Inc. 0.08% Reduce -62.7% 2,962 $270K
Summit Financial Strategies, Inc. 0.03% No change 2,882 $269K
Keystone Wealth Services, LLC 0.07% Reduce -60.9% 2,871 $268K
GGM Financial LLC 0.18% Reduce -8.9% 2,870 $268K
Arbor Investment Advisors, LLC 0.04% Add +1.2% 2,867 $268K
Stratos Investment Management, LLC 0.01% Reduce -12.6% 2,860 $267K
Rockwood Wealth Management, LLC 0.03% No change 2,857 $267K
Sharkey, Howes & Javer 0.04% Add +6.8% 2,842 $266K
Summit Trail Advisors, LLC 0.01% Reduce -11.3% 2,841 $265K
Advisory Resource Group 0.05% Add +0.2% 2,840 $265K
Highland Capital Management, LLC 0.02% Reduce -15.0% 2,828 $264K
Uptown Financial Advisors LLC 0.27% Add +3.8% 2,799 $262K
Whitener Capital Management, Inc. 0.07% Add +17.7% 2,793 $261K
Blue Barn Wealth, LLC 0.14% No change 2,785 $260K
Crewe Advisors LLC 0.04% Reduce -47.0% 2,785 $260K
Curi Capital, LLC 0.01% New 2,778 $260K
Pursue Wealth Partners LLC 0.16% No change 2,777 $260K
Flagship Private Wealth, LLC 0.12% Reduce -68.4% 2,772 $259K
Cura Wealth Advisors, LLC 0.10% No change 2,769 $259K
Alexander Randolph Advisory, Inc. 0.25% No change 2,765 $258K
Pine Harbor Wealth Management, LLC 0.10% Add +0.5% 2,763 $258K
BCS Wealth Management 0.07% No change 2,760 $258K
MBA Advisors LLC 0.13% Reduce -14.1% 2,758 $258K
Sonora Investment Management Group, LLC 0.02% Reduce -8.3% 2,755 $257K
Investment Advisory Group, LLC 0.09% Add +16.9% 2,746 $257K
Valtinson Bruner Financial Planning LLC 0.09% Add +0.6% 2,746 $257K
Schneider Downs Wealth Management Advisors, LP 0.05% Add +7.5% 2,742 $256K
Transform Wealth, LLC 0.02% Reduce -22.6% 2,738 $256K
N.E.W. Advisory Services LLC 0.02% New 2,732 $255K
Post Resch Tallon Group Inc. 0.26% Reduce -0.8% 2,738 $255K
Van Hulzen Asset Management, LLC 0.02% Add +1.8% 2,717 $254K
Exencial Wealth Advisors, LLC 0.01% Reduce -8.4% 2,713 $254K
Cullen Capital Management, LLC 0.00% Reduce -93.3% 2,709 $253K
TruWealth Advisors, LLC 0.02% Add +0.3% 2,706 $253K
Aaron Wealth Advisors LLC 0.03% No change 2,699 $252K
Heritage Investors Management Corp. 0.01% No change 2,700 $252K
BOK Financial Private Wealth, Inc. 0.02% Reduce -5.2% 2,693 $252K
Orrstown Financial Services Inc. 0.06% New 2,690 $251K
My Personal CFO, LLC 0.13% Add +0.4% 2,684 $251K
Siligmueller & Norvid Wealth Advisors LLC 0.11% No change 2,683 $251K
Marks Group Wealth Management, Inc 0.02% Reduce -29.3% 2,677 $250K
Guyasuta Investment Advisors Inc. 0.02% Reduce -68.3% 2,674 $250K
ELCO Management Co., LLC 0.14% No change 2,650 $248K
Clifford Swan Investment Counsel LLC 0.01% No change 2,650 $248K
Mascoma Wealth Management LLC 0.06% Reduce -16.5% 2,628 $246K
Mason Investment Advisory Services, Inc. 0.01% Reduce -21.2% 2,626 $245K
Wealthedge Investment Advisors, LLC 0.11% Add +0.7% 2,616 $245K
Roman Butler Fullerton & Co. 0.10% Add +0.4% 3,089 $244K
Sequent Planning LLC 0.09% New 2,611 $244K
Chapin Davis, Inc. 0.08% Reduce -11.6% 2,611 $244K
SVB Wealth LLC 0.01% Reduce -61.5% 2,611 $244K
Smithbridge Asset Management Inc. 0.04% — 2,600 $243K
Indiana Trust & Investment Management Co 0.09% Reduce -6.7% 2,599 $243K
Wealth Alliance Advisory Group, LLC 0.05% No change 2,598 $243K
Elevate Wealth Advisory, Inc. 0.17% New 2,583 $241K
Caliber Wealth Management, LLC / KS 0.03% — 2,577 $241K
Tounjian Advisory Partners, LLC 0.04% — 2,566 $240K
First Heartland Consultants, Inc. 0.02% Add +3.8% 2,560 $239K
Hills Bank & Trust Co 0.02% Add +6.1% 2,544 $238K
Trexquant Investment LP 0.00% Reduce -69.9% 2,544 $238K
NBW Capital LLC 0.05% Reduce -17.3% 2,540 $237K
Iowa State Bank 0.05% No change 2,539 $237K
Magnolia Capital Management Ltd. 0.20% New 2,535 $237K
Gotham Asset Management 0.00% New 2,534 $237K
Strategic Family Wealth Counselors, L.L.C. 0.08% Add +2.0% 2,519 $235K
one8zero8, LLC 0.06% Reduce -1.0% 2,519 $235K
Well Done, LLC 0.04% No change 2,742 $235K
Sprinkle Financial Consultants LLC 0.15% New 2,512 $235K
First Foundation Advisors 0.01% Reduce -3.8% 2,509 $234K
Natixis 0.00% No change 2,506 $234K
Basso Capital Management, L.P. 0.20% No change 2,505 $234K
Daiwa Securities Group Inc. 0.00% No change 2,500 $234K
Northstar Financial Companies, Inc. 0.25% Reduce -35.8% 2,498 $233K
Burns Matteson Capital Management, LLC 0.13% Add +1.2% 2,495 $233K
Wealth Management Associates, Inc. 0.10% New 2,486 $232K
Adamsbrown Wealth Consultants LLC 0.07% Reduce -1.0% 2,477 $231K
JSF Financial, LLC 0.06% Reduce -17.0% 2,477 $231K
Straight Path Wealth Management 0.09% Add +4.8% 2,476 $231K
Oliver Luxxe Assets LLC 0.04% Add +7.8% 2,475 $231K
Gainplan LLC 0.15% Reduce -27.1% 2,468 $231K
Fortitude Advisory Group L.L.C. 0.17% New 2,892 $230K
Ascent Group, LLC 0.01% New 2,462 $230K
Briaud Financial Planning Inc 0.09% No change 2,470 $230K
Dale Q Rice Investment Management Ltd 0.12% New 2,450 $229K
Stack Financial Management, Inc 0.02% New 2,434 $227K
Cordgrass Capital Advisors, LLC 0.06% No change 2,423 $226K
Mission Financial Group, LLC 0.21% — 3,690 $226K
Core Wealth Partners LLC 0.13% Add +0.3% 2,418 $226K
Nicolet Bankshares Inc. 0.05% No change 2,410 $225K
Lakeridge Wealth Management LLC 0.11% Add +0.5% 2,402 $224K
Broyhill Asset Management, LLC 0.18% No change 2,400 $224K
Bellecapital International Ltd. 0.04% No change 2,400 $224K
Anson Capital, Inc. 0.19% Add +0.3% 2,396 $224K
Commonwealth Financial Services, LLC 0.05% New 2,396 $224K
Arlington Trust Co LLC 0.05% No change 2,391 $223K
ORG Partners LLC 0.06% Add +44.4% 2,373 $223K
Paragon Capital Management Ltd 0.05% No change 2,386 $223K
YANKCOM Partnership 0.12% No change 2,382 $223K
Redhawk Wealth Advisors, Inc. 0.03% Reduce -13.9% 2,374 $222K
Comprehensive Financial Planning, Inc. 0.22% Reduce -6.4% 2,371 $222K
Sage Capital Management, LLC 0.12% Add +0.4% 2,367 $221K
Apella Capital, LLC 0.01% Add +0.9% 2,680 $221K
Parkside Advisors LLC 0.05% No change 2,355 $220K
New Century Financial Group, LLC 0.25% New 2,349 $220K
Gill Capital Partners, LLC 0.08% Reduce -31.4% 2,348 $219K
L.K. Benson & Company, P.C. 0.15% No change 2,344 $219K
Solidarity Wealth, LLC 0.05% No change 2,344 $219K
Peak Financial Management, Inc. 0.07% No change 2,340 $219K
New Wave Wealth Advisors LLC 0.10% Reduce -18.6% 2,329 $218K
Davis R M Inc. 0.00% New 2,328 $218K
Elevatus Welath Management 0.12% Reduce -5.0% 2,311 $216K
PDS Planning, Inc 0.02% Reduce -9.3% 2,307 $216K
Peterson Wealth Services 0.07% Reduce -12.6% 2,296 $215K
Johnson Financial Group, Inc. 0.01% Reduce -66.3% 2,295 $214K
North Forty Two & Co. 0.24% New 2,284 $213K
NDWM LLC 0.21% Reduce -21.2% 2,279 $213K
Boston Family Office LLC 0.02% Reduce -4.2% 2,282 $213K
Condor Capital Management 0.02% New 2,274 $213K
Syntegra Private Wealth Group, LLC 0.02% New 2,272 $212K
Cornerstone Select Advisors, LLC 0.20% Reduce -9.6% 2,252 $210K
Berkshire Money Management, Inc. 0.02% New 2,243 $210K
Country Trust Bank 0.01% Reduce -67.3% 2,242 $210K
Clarity Financial LLC 0.02% Reduce -98.1% 2,242 $209K
Lynch & Associates 0.05% New 2,235 $209K
STAR Financial Bank 0.15% Reduce -11.3% 2,233 $209K
Kings Path Partners LLC 0.10% No change 2,225 $208K
Russell Investments Group, Ltd. 0.00% Add +193.1% 2,219 $207K
Continuum Wealth Advisors, LLC 0.11% New 2,217 $207K
Cultivar Capital, Inc. 0.17% New 2,215 $207K
Evermay Wealth Management LLC 0.03% Reduce -4.3% 2,213 $207K
Webster Bank, N. A. 0.02% Add +7.5% 2,208 $206K
Boston Standard Wealth Management, LLC 0.05% New 2,256 $206K
Nabity-Jensen Investment Management Inc 0.16% New 2,203 $206K
Causey Wealth LLC 0.11% Reduce -50.8% 2,194 $205K
Cascade Financial Partners, LLC 0.03% New 2,188 $204K
MRA Advisory Group 0.11% Reduce -19.5% 2,188 $204K
Bank Hapoalim BM 0.03% New 2,188 $204K
Patton Albertson Miller Group, LLC 0.03% New 2,179 $204K
Diversify Wealth Management, LLC 0.01% New 2,434 $201K
Park Square Financial Group, LLC 0.16% No change 2,150 $201K
Mengis Capital Management, Inc. 0.04% New 2,147 $201K
Wealth Quarterback LLC 0.11% New 2,144 $200K
Ullmann Wealth Partners Group, LLC 0.03% New 2,144 $200K
Man Group plc 0.00% New 2,143 $200K
Abundance Wealth Counselors 0.04% New 2,145 $200K
Flagship Wealth Advisors, LLC 0.08% Add +0.2% 2,136 $200K
Realta Investment Advisors 0.09% Reduce -31.0% 2,101 $196K
Ssa Swiss Advisors AG 0.10% — 2,099 $196K
University of Texas/Texas Am Investment Management Co. 0.03% Add +86.6% 2,047 $191K
Wormser Freres Gestion 0.11% Add +100.0% 2,000 $186K
Richard Bernstein Advisors LLC 0.00% Reduce -99.7% 1,960 $183K
Wellington Shields Capital Management, LLC 0.03% Reduce -20.6% 1,903 $178K
Global Wealth Strategies & Associates 0.05% Reduce -82.0% 1,891 $177K
Weaver Capital Management LLC 0.05% Add +8104.4% 1,887 $176K
Hara Capital LLC 0.12% Reduce -20.5% 1,885 $176K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,879 $176K
Key Financial Inc 0.04% No change 1,842 $172K
Chilton Capital Management LLC 0.01% Reduce -13.4% 1,744 $163K
Sound Income Strategies, LLC 0.01% Add +11.2% 1,667 $156K
CVA Family Office, LLC 0.02% Add +68.1% 1,666 $156K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -37.7% 1,625 $152K
Marshall Investment Management, LLC 0.09% Reduce -13.9% 1,621 $151K
Continuum Advisory, LLC 0.02% Add +152.1% 1,611 $151K
Winch Advisory Services, LLC 0.04% Reduce -4.3% 1,562 $146K
NCP Inc. 0.20% Reduce -3.0% 1,559 $146K
Pin Oak Investment Advisors Inc. 0.11% Reduce -6.3% 1,781 $145K
Joseph Group Capital Management 0.05% No change 1,523 $142K
Operose Advisors LLC 0.05% No change 1,520 $142K
Horizon Bancorp Inc. 0.08% Reduce -10.2% 1,484 $139K
Redmont Wealth Advisors LLC 0.27% New 1,480 $138K
GAMMA Investing LLC 0.01% Add +4.8% 1,470 $137K
Delta Asset Management LLC 0.01% Add +2.0% 1,455 $136K
C M Bidwell & Associates Ltd. 0.08% Add +0.1% 1,449 $135K
Wells Financial Advisors INC 0.18% No change 1,410 $132K
Collier Financial 0.11% Reduce -26.8% 1,394 $130K
Perritt Capital Management Inc 0.07% Add +0.7% 1,391 $130K
Dynamic Wealth Strategies, LLC 0.11% Reduce -46.8% 1,376 $129K
Financial Life Planners 0.12% Add +41.8% 1,351 $126K
Missouri Trust & Investment Co 0.04% No change 1,350 $126K
Colonial Trust Advisors 0.01% Add +139.3% 1,345 $126K
Centerpoint Advisors, LLC 0.05% No change 1,337 $125K
Phillips Financial Management, LLC 0.01% No change 1,314 $123K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,500 $122K
Duncker Streett & Co. Inc. 0.02% Reduce -14.9% 1,291 $121K
Addison Advisors LLC 0.03% Add +0.5% 1,277 $119K
Founders Capital Management 0.08% Add +0.1% 1,274 $119K
Biltmore Family Office, LLC 0.02% No change 1,250 $117K
Friedenthal Financial 0.07% Add +123700.0% 1,238 $116K
West Paces Advisors Inc. 0.03% No change 1,233 $115K
Stonebridge Financial Group, LLC 0.01% Reduce -57.1% 1,229 $115K
Bangor Savings Bank 0.01% Add +2.0% 1,212 $113K
Tucker Asset Management LLC 0.04% No change 1,173 $110K
Garde Capital, Inc. 0.01% New 1,152 $108K
Oakworth Capital, Inc. 0.01% Reduce -75.5% 1,127 $105K
Cranbrook Wealth Management, LLC 0.02% Reduce -1.0% 1,090 $102K
CSS LLC 0.02% Reduce -96.8% 1,071 $100K
Abound Wealth Management 0.03% No change 1,052 $98K
Quest 10 Wealth Builders, Inc. 0.10% Reduce -11.8% 1,041 $97K
MTM Investment Management, LLC 0.04% Add +0.4% 1,007 $95K
Acima Private Wealth, LLC 0.03% Reduce -79.4% 1,012 $95K
Glassman Wealth Services 0.02% Reduce -0.1% 1,003 $94K
Cheviot Value Management, LLC 0.01% New 1,162 $94K
MGB Wealth Management, LLC 0.03% No change 1,000 $93K
Invesco Ltd. 0.00% New 1,000 $93K
Perkins Coie Trust Co 0.02% No change 971 $91K
Riggs Asset Managment Co. Inc. 0.02% No change 934 $87K
Family Manage LLC 0.01% Add +97.0% 914 $85K
North Capital, Inc. 0.08% — 900 $84K
Raffa Wealth Management, LLC 0.02% No change 883 $83K
Howe & Rusling Inc. 0.01% Add +2.3% 881 $82K
WFA Asset Management Corp 0.04% Add +19.2% 868 $82K
WealthShield Partners, LLC 0.01% Add +29.2% 876 $82K
HighMark Wealth Management LLC 0.05% Add +0.1% 871 $81K
Pension & Wealth Management Advisors, Inc. 0.03% No change 870 $81K
Ashton Thomas Securities, LLC 0.02% Add +0.4% 836 $78K
TD Capital Management LLC 0.01% No change 827 $77K
Stone House Investment Management, LLC 0.02% New 824 $77K
Integrity Financial Corp 0.04% Add +0.6% 808 $76K
McIlrath & Eck, LLC 0.01% Add +8.9% 808 $76K
Gleason Group, Inc. 0.01% Reduce -1.8% 799 $75K
Studio Investment Management LLC 0.01% Add +20.4% 757 $71K
Global Trust Asset Management, LLC 0.04% Reduce -16.7% 750 $70K
Tortoise Investment Management, LLC 0.01% No change 745 $70K
Nemes Rush Group LLC 0.01% Reduce -14.1% 735 $69K
Byrne Asset Management LLC 0.06% Add +14.5% 718 $67K
Flaharty Asset Management, LLC 0.01% New 713 $67K
Creekmur Asset Management LLC 0.01% Add +0.4% 707 $66K
First United Bank & Trust 0.02% Reduce -6.6% 705 $66K
Olistico Wealth, LLC 0.04% Add +2.9% 705 $66K
Brentview Investment Management LLC 0.03% New 700 $65K
Topsail Wealth Management, LLC 0.01% New 700 $65K
Transce3nd, LLC 0.03% Reduce -43.3% 679 $63K
Trust Co. of Vermont 0.00% No change 649 $61K
Millstone Evans Group, LLC 0.04% Add +1.3% 632 $59K
Accredited Wealth Management, LLC 0.05% No change 630 $59K
Hazlett, Burt & Watson, Inc. 0.03% Reduce -20.7% 627 $58K
Main Street Group, LTD 0.02% Add +27.2% 608 $57K
Berbice Capital Management LLC 0.05% New 600 $56K
Coastline Trust Co 0.01% Reduce -85.8% 600 $56K
Payden & Rygel 0.00% No change 598 $56K
Smithfield Trust Co 0.00% No change 585 $55K
MCF Advisors LLC 0.00% Add +0.5% 565 $53K
Maryland Capital Advisors Inc. 0.02% No change 544 $51K
Plante Moran Financial Advisors, LLC 0.00% Reduce -16.2% 524 $49K
Davis Capital Management 0.04% No change 520 $49K
Barrett & Company, Inc. 0.02% Add +0.2% 513 $48K
JDM Financial Group LLC 0.02% Add +12.9% 500 $47K
Tanglewood Legacy Advisors, LLC 0.02% No change 500 $47K
Bollard Group LLC 0.00% Add +0.2% 482 $45K
Guardian Wealth Advisors, LLC / NC 0.00% Add +15.3% 475 $44K
WestEnd Advisors, LLC 0.00% Reduce -56.8% 471 $44K
Financial Gravity Asset Management, Inc. 0.01% — 471 $44K
NFSG Corp 0.01% Reduce -79.5% 469 $44K
Townsend Asset Management Corp. /NC/ 0.02% Reduce -19.7% 469 $44K
GoalVest Advisory LLC 0.01% Reduce -50.2% 458 $43K
Atticus Wealth Management, LLC 0.01% Reduce -35.1% 456 $43K
Paladin Advisory Group, LLC 0.03% No change 449 $42K
Concord Wealth Partners 0.01% Reduce -3.9% 448 $42K
Hamilton Point Investment Advisors, LLC 0.01% No change 446 $42K
IAG Wealth Partners, LLC 0.01% Reduce -15.4% 441 $41K
Barnes Dennig Private Wealth Management LLC 0.06% — 437 $41K
CBIZ Investment Advisory Services, LLC 0.00% New 434 $41K
Whipplewood Advisors, LLC 0.02% Reduce -97.0% 13 $40K
Belmont Capital, LLC 0.01% No change 430 $40K
First Community Trust NA 0.03% No change 415 $39K
Moser Wealth Advisors, LLC 0.02% Add +418.8% 415 $39K
Your Advocates Ltd., LLP 0.01% Add +14.8% 412 $39K
Turim 21 Investimentos Ltda. 0.01% Reduce -13.0% 400 $37K
Banque Cantonale Vaudoise 0.00% — 399 $37K
Cape Investment Advisory, Inc. 0.01% Add +3.2% 390 $36K
Valley National Advisers Inc. 0.01% Add +1292.9% 390 $36K
Vermillion Wealth Management, Inc. 0.01% Add +0.8% 385 $36K
NewSquare Capital LLC 0.00% Reduce -1.3% 3,881 $36K
Atlantic Edge Private Wealth Management, LLC 0.01% Reduce -32.4% 380 $36K
Stephens Consulting, LLC 0.01% No change 377 $35K
PFS Partners, LLC 0.02% Add +0.5% 373 $35K
DHJJ Financial Advisors, Ltd. 0.01% No change 365 $34K
Physician Wealth Advisors, Inc. 0.01% Reduce -5.2% 363 $34K
Ogorek Anthony Joseph /NY/ 0.01% Add +61.9% 361 $33K
Bare Financial Services, Inc 0.01% No change 352 $33K
Birchbrook, Inc. 0.02% No change 340 $32K
Woodard & Co. Asset Management Group Inc. 0.01% New 339 $32K
Hager Investment Management Services, LLC 0.02% Reduce -8.2% 338 $32K
Elevation Wealth Partners, LLC 0.01% Reduce -30.7% 334 $31K
Register Financial Advisors LLC 0.02% Add +37.6% 333 $31K
Wealth Preservation Advisors, LLC 0.02% — 333 $31K
Foster Dykema Cabot & Partners, LLC 0.00% Add +470.7% 331 $31K
Signature Resources Capital Management, LLC 0.03% New 329 $31K
Rialto Wealth Management, LLC 0.01% No change 302 $28K
Cornerstone National Bank & Trust Co 0.01% Reduce -44.7% 301 $28K
Consultiva Wealth Management, Corp. 0.10% New 300 $28K
GKV Capital Management Co., Inc. 0.01% No change 300 $28K
Painted Porch Advisors LLC 0.01% No change 300 $28K
Dunhill Financial, LLC 0.01% Add +0.7% 295 $28K
Holos Integrated Wealth LLC 0.02% No change 289 $27K
Ascentis Wealth Management, LLC 0.01% No change 284 $27K
Financial Management Professionals, Inc. 0.00% Reduce -17.8% 278 $26K
Serenus Wealth Advisors, LLC 0.00% Reduce -0.3% 25,285 $25K
Richards, Merrill & Peterson, Inc. 0.01% Add +62.5% 260 $24K
MilWealth Group LLC 0.01% No change 256 $24K
SJS Investment Consulting Inc. 0.00% No change 249 $23K
FSA Wealth Management LLC 0.01% Add +0.4% 247 $23K
Hantz Financial Services, Inc. 0.00% Reduce -30.9% 244 $23K
JNBA Financial Advisors 0.00% New 244 $23K
Gables Capital Management Inc. 0.01% No change 243 $23K
Strengthening Families & Communities, LLC 0.01% Add +0.8% 243 $23K
Vision Financial Markets LLC 0.02% Add +0.4% 242 $23K
Centricity Wealth Management, LLC 0.02% No change 240 $22K
Compass Wealth Management LLC 0.01% No change 240 $22K
Decker Retirement Planning Inc. 0.01% New 230 $21K
Ameritas Investment Partners, Inc. 0.00% Add +26.5% 229 $21K
Tompkins Financial Corp. 0.00% New 219 $20K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -6.5% 217 $20K
Centennial Bank 0.01% Reduce -31.7% 213 $20K
Guardian Wealth Management, Inc. 0.01% Reduce -99.4% 208 $19K
West Oak Capital, LLC 0.01% No change 200 $19K
Fortitude Family Office, LLC 0.01% No change 200 $19K
Towne Trust Company, N.A 0.01% No change 200 $19K
Strategic Investment Solutions, Inc. 0.01% No change 200 $19K
TruNorth Capital Management, LLC 0.00% New 200 $19K
Provenance Wealth Advisors, LLC 0.00% New 200 $19K
Dagco, Inc. 0.01% New 199 $19K
Roble, Belko & Company, Inc 0.00% No change 190 $18K
Bernard Wealth Management Corp. 0.01% Add +0.5% 191 $18K
Pineridge Advisors LLC 0.01% Add +0.5% 190 $18K
SOA Wealth Advisors, LLC. 0.00% Reduce -1.0% 190 $18K
Smartleaf Asset Management LLC 0.00% No change 189 $18K
Citizens National Bank Trust Department 0.00% Add +38.5% 180 $17K
Hartford Financial Management Inc. 0.00% No change 173 $16K
Clean Yield Group 0.01% Add +0.6% 167 $16K
First PREMIER Bank 0.00% No change 158 $15K
Asset Dedication, LLC 0.00% Add +8.2% 159 $15K
Ballast Advisors LLC 0.00% No change 150 $14K
Midwest Capital Advisors, LLC 0.01% No change 146 $14K
FWL Investment Management, LLC 0.01% Reduce -35.0% 145 $14K
Morse Asset Management, Inc 0.00% No change 144 $13K
Redwood Park Advisors LLC 0.01% Reduce -79.6% 137 $13K
Albion Financial Group 0.00% No change 125 $12K
Covestor Ltd 0.01% Add +12.9% 114 $11K
DiNuzzo Private Wealth, Inc. 0.00% No change 114 $11K
Brooklyn Investment Group 0.00% Add +165.1% 114 $11K
Smallwood Wealth Investment Management, LLC 0.01% New 111 $10K
Bogart Wealth, LLC 0.00% Reduce -19.3% 109 $10K
Slocum, Gordon & Co LLP 0.01% No change 108 $10K
Avion Wealth 0.00% No change 118 $10K
Silicon Valley Capital Partners 0.00% No change 108 $10K
Minot DeBlois Advisors LLC 0.01% No change 105 $10K
Sachetta, LLC 0.00% No change 100 $9K
Marshall Wace, LLP 0.00% Reduce -100.0% 100 $9K
Archer Investment Corp 0.00% Reduce -66.5% 99 $9K
Rakuten Securities, Inc. 0.00% Reduce -40.6% 98 $9K
Main Management LLC 0.00% Reduce -93.2% 100 $9K
HM Payson & Co. 0.00% New 92 $9K
Greykasell Wealth Strategies, Inc. 0.00% New 90 $8K
Versant Capital Management, Inc 0.00% No change 90 $8K
Godsey & Gibb, Inc. 0.00% New 90 $8K
Graney & King, LLC 0.01% New 89 $8K
Colony Family Offices, LLC 0.00% No change 87 $8K
IMG Wealth Management, Inc. 0.01% Add +1.2% 84 $8K
HHM Wealth Advisors, LLC 0.00% Add +1.2% 82 $8K
Anfield Capital Management, LLC 0.00% No change 78 $7K
Iron Horse Wealth Management, LLC 0.00% Reduce -65.6% 76 $7K
Cherry Tree Wealth Management, LLC 0.00% No change 75 $7K
Keener Financial Planning LLC 0.00% New 75 $7K
Pacifica Partners Inc. 0.00% No change 80 $7K
Truvestments Capital LLC 0.00% Add +236.4% 74 $7K
Wagner Wealth Management, LLC 0.00% No change 73 $7K
Bellevue Asset Management, LLC 0.00% No change 72 $7K
BNP Paribas 0.00% Reduce -98.8% 72 $7K
CNB Bank 0.00% New 70 $7K
Legacy Wealth Managment, LLC 0.00% Reduce -70.2% 67 $6K
Bank & Trust Co 0.01% No change 67 $6K
WealthTrak Capital Management LLC 0.01% Add +6.5% 66 $6K
Rice Partnership, LLC 0.00% Reduce -76.2% 65 $6K
VSM Wealth Advisory, LLC 0.00% No change 64 $6K
Game Plan Financial Advisors, LLC 0.00% No change 60 $6K
City State Bank 0.00% No change 60 $6K
SWAN Capital LLC 0.00% New 58 $5K
Abound Financial, LLC 0.00% New 57 $5K
Eukles Asset Management 0.00% No change 56 $5K
Graybill Wealth Management, LTD. 0.00% — 55 $5K
GHP Investment Advisors, Inc. 0.00% New 55 $5K
Aspect Partners, LLC 0.00% No change 51 $5K
Highline Wealth Partners LLC 0.00% Add +2.0% 51 $5K
Summer Road LLC 0.00% No change 50 $5K
Kiker Wealth Management, LLC 0.00% New 48 $4K
Robinswood Financial LLC 0.00% New 46 $4K
WPG Advisers, LLC 0.00% No change 44 $4K
Beaird Harris Wealth Management, LLC 0.00% No change 44 $4K
Washington Growth Strategies LLC 3.59% — 93 $4K
1620 Investment Advisors, Inc. 0.00% No change 39 $4K
Logan Capital Management Inc. 0.00% No change 39 $4K
Capital A Wealth Management, LLC 0.00% New 37 $3K
Advanced Asset Management Advisors Inc 0.00% No change 30 $3K
Private Wealth Management Group, LLC 0.00% New 29 $3K
Pingora Partners LLC 0.00% No change 29 $3K
Kozak & Associates, Inc. 0.00% New 34 $3K
Oxford Financial Group, LTD. LLC 0.00% No change 27 $3K
Colonial Trust Co / SC 0.00% No change 25 $2K
Richardson Capital Management LLC 0.00% New 22 $2K
Inlight Wealth Management, LLC 0.00% New 21 $2K
Cedar Wealth Management, LLC 0.00% No change 20 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.9% 19 $2K
Lavaca Capital LLC 0.00% No change 17 $2K
Asset Management One Co., Ltd. 0.00% New 17 $2K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 14 $1K
Mountain Hill Investment Partners Corp. 0.00% No change 11 $1K
Anderson Financial Strategies, LLC 0.00% New 11 $1K
Valued Wealth Advisors LLC 0.00% No change 11 $1K
Coston, McIsaac & Partners 0.00% No change 15 $1K
Principia Wealth Advisory, LLC 0.00% Add +0.0% 10 $824
MPWM Advisory Solutions, LLC 0.00% Reduce -99.3% 4 $374
AllSquare Wealth Management LLC 0.00% No change 3 $280
Proathlete Wealth Management LLC 0.00% New 2 $188
Eq Wealth Advisors, LLC 0.00% New 1 $93
Parallax Volatility Advisers, L.P. 0.00% No change 1 $93
Schonfeld Strategic Advisors LLC 0.00% New 1 $93
Central Pacific Bank - Trust Division 0.00% Reduce -96.3% 1 $93
Park Place Capital Corp 0.00% Reduce -99.0% 1 $72

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