SS Energy Select SectorXLEETF

13F holders, Q2 2025 (June 30)
1,752holders −91
102new positions
194sold out
7famous investors
$81.01avg. 13F price*

At the end of Q2 2025, 1,752 institutions reported holding SS Energy Select Sector (XLE) in their 13F filings, down 91 from Q1 2025. 102 opened new positions and 194 sold out. The largest holders were Bank of America Corp. ($2.3B), Morgan Stanley ($1.5B) and Wells Fargo & Company ($1.3B). 7 famous investors held it, including Paul Tudor Jones (0.8% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS Energy Select Sector
Filed as
SELECT SECTOR SPDR TR (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions102$361.3M
Exits194$361.9M

All 13F filers, Q1 2025 → Q2 2025: 35,016,529 shares bought and 30,232,032 shares sold, net +4,784,497 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,752 holders

Bank of America Corp. 0.18% Reduce -4.2% 26,637,971 $2.3B
Morgan Stanley 0.10% Add +10.7% 18,060,860 $1.5B
Wells Fargo & Company 0.28% Add +3.8% 14,775,411 $1.3B
Goldman Sachs Group Inc. 0.18% Add +74.5% 12,847,695 $1.1B
UBS Group AG 0.17% Add +4.8% 9,837,775 $834.3M
JPMorgan Chase & Co. 0.05% Reduce -11.4% 9,304,939 $789.2M
LPL Financial LLC 0.19% Reduce -1.4% 6,635,128 $562.7M
BNP Paribas Financial Markets 0.31% Add +26.0% 4,605,089 $390.6M
Hamilton Capital, LLC 16.53% Add +5.9% 3,547,173 $300.8M
Ameriprise Financial Inc. 0.07% Add +16.4% 3,294,493 $279.4M
Citigroup Inc. 0.19% Add +3.5% 3,288,266 $278.9M
Royal Bank of Canada 0.05% Add +7.9% 3,251,567 $275.8M
Menora Mivtachim Holdings LTD. 1.43% Reduce -41.4% 2,936,400 $249.0M
Raymond James Financial Inc. 0.09% Reduce -6.4% 2,924,966 $248.1M
HSBC Holdings PLC 0.16% Reduce -17.4% 2,822,996 $240.4M
Jane Street Group, LLC 0.36% Add +512.8% 2,575,056 $218.4M
Barclays PLC 0.07% Reduce -62.9% 2,180,812 $185.0M
Harel Insurance Investments & Financial Services Ltd. 2.10% Reduce -0.1% 2,162,692 $183.4M
Saudi Central Bank 7.47% New 2,160,502 $183.2M
Healthcare of Ontario Pension Plan Trust Fund 0.36% Add +20.0% 2,100,000 $178.1M
Susquehanna International Group, LLP 0.24% Reduce -23.5% 1,878,634 $159.3M
Envestnet Asset Management Inc. 0.04% Reduce -10.4% 1,573,437 $133.4M
Canada Pension Plan Investment Board 0.10% No change 1,350,000 $114.5M
Tudor Investment Corporation 0.84% Add +130.6% 1,317,178 $111.7M
Wealthfront Advisers LLC 0.27% Reduce -1.6% 1,214,495 $103.0M
Bank of Montreal 0.05% Reduce -14.0% 1,212,069 $102.8M
Marshall Wace, LLP 0.12% Add +1204685.0% 1,204,785 $102.2M
Northern Trust Corp. 0.01% Reduce -8.3% 1,185,413 $100.5M
Commonwealth Equity Services, LLC 0.12% Add +0.7% 1,026,551 $87.1M
Stifel Financial Corp. 0.08% Add +0.4% 1,021,957 $86.7M
Cibc World Market Inc. 0.19% Reduce -66.5% 988,181 $83.8M
HighTower Advisors, LLC 0.10% Reduce -1.7% 973,167 $82.5M
Osaic Holdings, Inc. 0.14% Reduce -3.0% 920,689 $78.3M
Cetera Investment Advisers 0.13% Reduce -4.0% 916,118 $77.7M
Millennium Management 0.07% Add +1318.6% 905,819 $76.8M
Allen Investment Management, LLC 0.78% Add +1.9% 845,147 $71.7M
Phoenix Financial Ltd. 0.83% Reduce -55.4% 738,640 $62.6M
J.Safra Asset Management Corp 4.27% Add +2.0% 722,216 $61.3M
BlackRock, Inc. 0.00% Add +125.0% 718,011 $60.9M
Rockefeller Capital Management L.P. 0.13% Add +19.1% 702,677 $59.6M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.3% 701,551 $59.5M
PNC Financial Services Group, Inc. 0.04% Reduce -12.8% 667,503 $56.6M
Migdal Insurance & Financial Holdings Ltd. 0.67% Reduce -57.3% 665,958 $56.5M
EP Wealth Advisors, LLC 0.34% Add +6.7% 602,459 $51.1M
Cambridge Investment Research Advisors, Inc. 0.15% Reduce -25.0% 584,630 $49.6M
Provida Pension Fund Administrator 0.85% Reduce -45.7% 553,829 $47.0M
Truist Financial Corp. 0.07% Reduce -2.7% 545,117 $46.2M
CW Advisors, LLC 0.44% Add +4.3% 532,183 $45.1M
Alps Advisors Inc. 0.26% Add +8.9% 529,641 $44.9M
Corient Private Wealth LP 0.06% Reduce -7.3% 517,876 $43.9M
Baird Financial Group, Inc. 0.07% Add +29.8% 503,448 $42.7M
Janney Montgomery Scott LLC 0.11% Reduce -8.7% 491,768 $41.7M
DRW Securities, LLC 2.89% Add +2501.3% 484,579 $41.1M
US Bancorp \de 0.05% Reduce -1.9% 453,251 $38.4M
Clal Insurance Enterprises Holdings Ltd 0.37% New 440,000 $37.3M
Fifth Third Bancorp 0.13% Reduce -8.4% 429,646 $36.4M
MML Investors Services, LLC 0.10% Add +10.7% 407,240 $34.5M
Cwm, LLC 0.12% Reduce -2.5% 390,420 $33.1M
Cantor Fitzgerald, L. P. 0.82% Reduce -0.1% 390,094 $33.1M
Tocqueville Asset Management L.P. 0.50% Reduce -11.4% 390,018 $33.1M
Forbes J M & Co. LLP 2.92% Add +0.2% 376,244 $31.9M
Private Advisor Group, LLC 0.17% Reduce -16.1% 371,490 $31.5M
Blue Chip Partners, LLC 2.54% Add +3.4% 368,031 $31.2M
Agf Management Ltd. 0.14% Reduce -35.4% 364,521 $30.9M
Municipal Employees' Retirement System of Michigan 0.37% Add +37.7% 360,126 $30.5M
KCM Investment Advisors LLC 1.01% Reduce -0.0% 353,359 $30.0M
Focus Partners Wealth 0.06% Reduce -3.3% 347,344 $29.5M
Cerity Partners LLC 0.05% Reduce -2.4% 343,779 $29.2M
Modern Wealth Management, LLC 0.71% Add +7.5% 340,448 $28.9M
Affinity Wealth Management LLC 4.61% Add +0.9% 340,423 $28.9M
Equitable Trust Co. 1.41% Reduce -15.3% 333,668 $28.3M
GenTrust, LLC 1.31% Reduce -6.0% 328,097 $27.8M
RiverFront Investment Group, LLC 0.54% Reduce -50.4% 323,950 $27.5M
Avantax Advisory Services, Inc. 0.15% Reduce -1.4% 322,425 $27.3M
UNIVEST FINANCIAL Corp 1.56% Add +11.5% 307,155 $26.0M
Oakworth Capital, Inc. 1.58% Add +25481.5% 288,304 $24.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.14% No change 284,893 $24.2M
Sanctuary Advisors, LLC 0.15% Add +5.7% 282,693 $24.0M
CoreCap Advisors, LLC 0.95% Add +10.3% 277,079 $23.5M
Factory Mutual Insurance Co. 0.26% No change 276,600 $23.5M
Brown Advisory Inc. 0.03% Reduce -5.0% 273,671 $23.2M
Appleton Partners Inc. 1.64% Reduce -0.2% 272,588 $23.1M
Peapack Gladstone Financial Corp. 0.32% Reduce -0.8% 264,760 $22.5M
Cresset Asset Management, LLC 0.11% Reduce -2.0% 249,802 $21.2M
Kestra Advisory Services, LLC 0.10% Reduce -1.5% 246,742 $20.9M
SG Americas Securities, LLC 0.09% Add +170.7% 245,413 $20.8M
Capital Analysts, LLC 0.69% Reduce -1.6% 244,299 $20.7M
Franklin Resources Inc. 0.01% Reduce -7.3% 237,154 $20.1M
Mercer Global Advisors Inc. 0.04% Add +21.6% 236,129 $20.0M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -1.9% 226,210 $19.7M
Citadel Advisors 0.02% Reduce -3.9% 230,557 $19.6M
Toronto Dominion Bank 0.04% Add +65.4% 226,578 $19.2M
Ferguson Wellman Capital Management, Inc. 0.33% Reduce -1.5% 217,909 $18.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.52% Add +15.9% 215,973 $18.3M
Mariner, LLC 0.03% Reduce -7.1% 213,770 $18.1M
Crestwood Advisors Group, LLC 0.32% Reduce -28.4% 212,088 $18.0M
Trust Asset Management LLC 1.33% No change 211,348 $17.9M
Advisory Alpha, LLC 0.56% Add +1.8% 210,759 $17.9M
Jones Financial Companies LLLP 0.01% Add +30.7% 209,253 $17.8M
W.G. Shaheen & Associates DBA Whitney & Co 1.72% Add +0.5% 205,033 $17.4M
Steward Partners Investment Advisory, LLC 0.14% Reduce -4.5% 204,312 $17.3M
Pathstone Holdings, LLC 0.07% Reduce -50.6% 203,296 $17.2M
Resonant Capital Advisors, LLC 1.10% Add +0.3% 202,362 $17.2M
Unisphere Establishment 0.14% Reduce -4.1% 202,300 $17.2M
&partners 0.13% Reduce -10.2% 197,391 $16.7M
Creative Planning 0.01% Reduce -10.2% 196,866 $16.7M
B & T Capital Management DBA Alpha Capital Management 2.83% Reduce -0.5% 193,853 $16.4M
Granger Management LLC 6.04% No change 190,773 $16.2M
Squarepoint Ops LLC 0.04% Add +216.9% 190,051 $16.1M
AE Wealth Management LLC 0.12% Reduce -26.1% 188,845 $16.0M
Black Swift Group, LLC 3.17% Add +10.6% 185,052 $15.7M
Ashton Thomas Private Wealth, LLC 0.55% Add +42.8% 183,973 $15.6M
SP Asset Management LLC 1.27% Reduce -0.6% 181,859 $15.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.41% Reduce -38.2% 178,110 $15.1M
State Street Corp. 0.00% Reduce -87.0% 174,421 $14.8M
Pinkerton Wealth, LLC 1.74% Add +36.1% 171,977 $14.6M
Captrust Financial Advisors 0.03% Reduce -13.3% 171,612 $14.6M
Full Sail Capital, LLC 0.84% Add +2.9% 170,720 $14.5M
Comerica Bank 0.06% Add +16.1% 169,636 $14.4M
Janney Capital Management LLC 0.92% Reduce -3.9% 167,974 $14.2M
Jain Global LLC 0.23% New 166,375 $14.1M
Blume Capital Management, Inc. 2.86% Add +1.1% 165,538 $14.0M
Van Eck Associates Corp. 0.02% Add +23.5% 165,186 $14.0M
Prudent Investors Network, Inc. 3.78% Add +1.9% 165,081 $14.0M
Advisory Services Network, LLC 0.22% Add +23.0% 159,506 $13.9M
NewEdge Advisors, LLC 0.07% Add +4.0% 163,240 $13.8M
True Freedom Investing, LLC 5.37% — 160,784 $13.6M
Equitable Holdings, Inc. 0.11% Add +98.9% 160,757 $13.6M
Proficio Capital Partners LLC 0.84% Add +113767.7% 10,174,082 $13.5M
Flagship Harbor Advisors, LLC 0.63% Add +363.8% 156,062 $13.2M
Rokos Capital Management LLP 0.22% Add +158.2% 150,000 $12.7M
Pittenger & Anderson Inc. 0.46% Reduce -0.3% 149,214 $12.7M
Dakota Wealth Management 0.26% Reduce -3.2% 146,052 $12.4M
Partners Capital Investment Group, LLP 0.50% Add +0.8% 145,718 $12.4M
MAI Capital Management 0.09% Add +3.0% 145,161 $12.3M
Enclave Advisors LLC 1.99% Reduce -21.1% 144,928 $12.3M
Swan Global Investments, LLC 0.57% Reduce -7.9% 144,594 $12.3M
1832 Asset Management L.P. 0.02% Add +5.9% 144,342 $12.2M
First Interstate Bank 0.72% Reduce -0.1% 144,122 $12.2M
Blair William & Co. 0.03% Reduce -4.3% 142,636 $12.1M
Lee Financial Co 1.70% Reduce -33.3% 140,151 $11.9M
Steele Capital Management, Inc. 0.57% Add +11.7% 140,104 $11.9M
Jump Financial, LLC 0.15% New 139,157 $11.8M
Howland Capital Management LLC 0.48% Add +4.5% 138,957 $11.8M
Madison Asset Management, LLC 0.13% Add +4.5% 138,508 $11.7M
Credit Industriel Et Commercial 2.51% Add +102.6% 137,701 $11.7M
Arkadios Wealth Advisors 0.35% Add +16.2% 137,252 $11.6M
Solitude Financial Services 4.19% Add +10.8% 136,488 $11.6M
Wilmington Savings Fund Society, FSB 0.21% Reduce -3.2% 136,088 $11.5M
Parallax Volatility Advisers, L.P. 0.56% Add +13564100.0% 135,642 $11.5M
Money Design Co.,Ltd. 0.56% Add +7.0% 134,354 $11.4M
Itau Unibanco Holding S.A. 0.43% Add +99.4% 134,288 $11.4M
Ethos Financial Group, LLC 0.98% Reduce -3.5% 133,982 $11.4M
Blue Trust, Inc. 0.13% Add +9.2% 130,700 $11.1M
Armstrong Advisory Group, Inc. 0.82% Reduce -1.4% 127,925 $10.8M
Integrated Wealth Concepts LLC 0.11% Reduce -8.4% 127,904 $10.8M
Virtu Financial LLC 0.55% New 127,590 $10.8M
Trilogy Capital Inc. 0.53% Add +715.6% 127,506 $10.8M
Beacon Pointe Advisors, LLC 0.11% Add +21.9% 121,499 $10.3M
Fielder Capital Group LLC 2.71% Reduce -10.6% 119,973 $10.2M
J.W. Cole Advisors, Inc. 0.22% Add +83.1% 119,615 $10.1M
Jefferies Financial Group Inc. 0.17% Add +105.0% 118,247 $10.0M
Cerity Partners OCIO LLC 0.55% No change 117,719 $10.0M
Keybank National Association 0.04% Reduce -4.0% 117,598 $10.0M
Signal Advisors Wealth, LLC 0.78% Add +223.8% 117,269 $9.9M
Crescent Grove Advisors, LLC 0.94% Add +0.1% 113,907 $9.7M
Buska Wealth Management, LLC 2.63% Add +6.4% 113,497 $9.6M
NTV Asset Management LLC 1.15% Reduce -2.7% 113,368 $9.6M
Vontobel Holding Ltd. 0.03% Add +44.9% 113,006 $9.6M
Fiduciary Group, LLC 0.90% Add +3.1% 112,857 $9.6M
Foguth Wealth Management, LLC. 2.05% Add +358.5% 112,712 $9.6M
McKinley Carter Wealth Services, Inc. 0.53% Add +36.2% 112,153 $9.5M
Capital Insight Partners, LLC 1.64% Reduce -8.4% 111,411 $9.4M
Baker Avenue Asset Management, LP 0.26% Add +6.5% 109,548 $9.3M
D.A. Davidson & Co. 0.06% Add +2.3% 106,413 $9.0M
Sowell Financial Services LLC 0.36% Reduce -0.1% 105,248 $8.9M
Vickerman Investment Advisors, Inc. 1.89% Reduce -2.8% 103,696 $8.8M
Atria Investments, Inc 0.10% Add +5.8% 103,594 $8.8M
Busey Bank 0.27% Reduce -0.6% 103,014 $8.7M
LS Investment Advisors, LLC 1.24% Reduce -8.2% 100,336 $8.5M
Summit Financial, LLC 0.19% Add +20.5% 99,018 $8.4M
Whitcomb & Hess, Inc. 2.34% Add +2.0% 97,862 $8.3M
Carnegie Investment Counsel 0.17% Add +4.9% 97,678 $8.3M
Biltmore Wealth Management, LLC 3.32% Add +0.5% 96,634 $8.2M
Valmark Advisers, Inc. 0.11% Add +6.5% 95,679 $8.1M
Bryn Mawr Trust Advisors, LLC 0.44% Add +2.9% 95,550 $8.1M
Stratos Wealth Advisors, LLC 0.43% Reduce -42.9% 94,905 $8.0M
U.S. Capital Wealth Advisors, LLC 0.23% Add +1.1% 94,257 $8.0M
Evolution Wealth Advisors, LLC 1.16% Reduce -6.5% 93,640 $7.9M
AlTi Global, Inc. 0.20% Reduce -4.8% 90,005 $7.9M
Capital Investment Advisors, LLC 0.14% Reduce -6.3% 93,430 $7.9M
Diversify Advisory Services, LLC 0.30% Add +1.0% 93,275 $7.9M
Geneos Wealth Management Inc. 0.19% Add +13.3% 92,126 $7.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.07% Add +249.0% 90,413 $7.7M
Alliancebernstein L.P. 0.00% New 90,076 $7.6M
Lido Advisors, LLC 0.04% Reduce -0.7% 89,711 $7.6M
Chemung Canal Trust Co. 1.59% Reduce -19.7% 89,480 $7.6M
Wolverine Trading, LLC 0.19% Add +79.9% 87,860 $7.5M
Fiducient Advisors LLC 0.91% No change 87,890 $7.5M
Thrivent Financial for Lutherans 0.02% Reduce -38.4% 87,575 $7.4M
Bar Harbor Wealth Management 0.47% Add +0.2% 87,393 $7.4M
Simon Quick Advisors, LLC 0.37% Add +1339.8% 86,590 $7.3M
Old National Bancorp 0.13% Reduce -4.7% 86,428 $7.3M
D L Carlson Investment Group Inc. 1.33% Reduce -22.9% 86,197 $7.3M
Fagan Associates, Inc. 1.13% Reduce -2.2% 85,795 $7.3M
Econ Financial Services Corp 3.74% Add +0.6% 85,619 $7.3M
Oppenheimer & Co. Inc. 0.10% Add +13.7% 85,140 $7.2M
Ted Buchan & Co 2.87% Add +6.2% 84,975 $7.2M
Mgo One Seven LLC 0.23% Reduce -1.0% 84,485 $7.2M
Act Wealth Management, LLC 3.02% Add +7.1% 84,257 $7.1M
Landscape Capital Management, L.L.C. 0.55% No change 83,034 $7.0M
Cadence Wealth Management LLC 4.64% Add +5.8% 82,734 $7.0M
Stevens Capital Management LP 1.91% Add +46.1% 82,700 $7.0M
Independent Financial Group, LLC 0.19% Reduce -10.8% 82,338 $7.0M
Cornerstone Advisors, LLC 0.24% Reduce -1.1% 82,100 $7.0M
Scotia Capital Inc. 0.03% Reduce -5.2% 81,650 $6.9M
FMR LLC 0.00% Add +9.7% 80,426 $6.8M
Warwick Investment Management, Inc. 1.31% Add +0.6% 79,475 $6.7M
Evergreen Capital Management LLC 0.20% Add +5.0% 78,754 $6.7M
Novare Capital Management LLC 0.54% Reduce -25.9% 78,036 $6.6M
WESPAC Advisors SoCal, LLC 1.47% Reduce -3.0% 77,544 $6.6M
SOL Capital Management CO 0.64% Reduce -1.5% 77,350 $6.6M
Parallel Advisors, LLC 0.13% Reduce -14.6% 77,328 $6.6M
Financial Freedom, LLC 3.53% Reduce -6.1% 77,306 $6.6M
Hollow Brook Wealth Management LLC 1.92% Add +0.4% 77,262 $6.6M
Long Run Wealth Advisors, LLC 1.37% Add +9.4% 76,979 $6.5M
Stillwater Capital Advisors, LLC 0.82% Add +0.3% 76,103 $6.5M
Scarborough Advisors, LLC 1.28% Reduce -0.7% 75,972 $6.4M
Sequoia Financial Advisors, LLC 0.04% Add +34.5% 75,603 $6.4M
GW Henssler & Associates Ltd. 0.34% Add +0.0% 74,954 $6.4M
Cercano Management LLC 0.18% Reduce -53.5% 74,336 $6.3M
Thomasville National Bank 0.43% Reduce -6.5% 74,162 $6.3M
Wellspring Financial Advisors, LLC 0.55% Add +7.3% 254,973 $6.2M
Krilogy Financial LLC 0.36% Add +6.0% 73,301 $6.2M
Edmond DE Rothschild Holding S.A. 0.10% No change 72,653 $6.2M
Mutual Advisors, LLC 0.15% Add +23.1% 69,656 $6.1M
Jennison Associates LLC 0.00% Add +25.0% 71,346 $6.1M
Graypoint LLC 0.34% Add +7.9% 70,789 $6.0M
Matrix Private Capital Group LLC 3.52% Reduce -1.8% 70,649 $6.0M
Merit Financial Group, LLC 0.07% Reduce -15.4% 70,390 $6.0M
Orion Porfolio Solutions, LLC 0.05% Reduce -16.9% 69,666 $5.9M
Commerce Bank 0.03% Reduce -5.3% 69,600 $5.9M
King Wealth Management Group 0.79% Add +0.8% 68,879 $5.8M
Castellan Group 1.07% Add +9.6% 68,740 $5.8M
Integrated Advisors Network LLC 0.26% Reduce -9.1% 68,001 $5.8M
Gladstone Institutional Advisory LLC 0.24% Reduce -8.1% 67,543 $5.7M
Atom Investors LP 0.51% Add +24.4% 67,512 $5.7M
Glenmede Investment Management, LP 0.03% — 67,201 $5.7M
WBH Advisory Inc. 0.48% Reduce -8.9% 66,936 $5.7M
Park Avenue Securities LLC 0.05% Add +24.6% 66,745 $5.7M
Pinnacle Associates Ltd. 0.08% Reduce -9.3% 65,906 $5.6M
Spire Wealth Management 0.20% Reduce -19.3% 66,044 $5.6M
Almanack Investment Partners, LLC. 0.89% Add +1.0% 65,853 $5.6M
Bank of New York Mellon Corp 0.00% Add +42.1% 65,453 $5.6M
Sigma Planning Corp 0.17% Reduce -4.4% 65,053 $5.5M
Fortis Group Advisors, LLC 1.00% Add +379.8% 63,058 $5.5M
Hilltop Holdings Inc. 0.35% Add +57.0% 64,779 $5.5M
Focus Financial Network, Inc. 0.22% Reduce -10.0% 64,487 $5.5M
Jaffetilchin Investment Partners, LLC 0.36% Add +0.9% 64,085 $5.4M
Synovus Financial Corp. 0.07% Reduce -0.7% 63,873 $5.4M
Fisher Asset Management 0.00% Reduce -26.7% 62,981 $5.3M
Investors Research Corp 1.04% Reduce -2.8% 62,660 $5.3M
Waverly Advisors, LLC 0.06% Add +162.9% 62,136 $5.3M
Turn8 Private Wealth Inc. 3.78% Add +1.1% 61,800 $5.2M
Balyasny Asset Management L.P. 0.01% Reduce -92.4% 60,377 $5.1M
Trek Financial, LLC 0.34% Reduce -56.6% 60,266 $5.1M
Parsons Capital Management Inc. 0.31% Reduce -1.0% 60,197 $5.1M
Kingsview Wealth Management, LLC 0.09% Add +10.7% 59,929 $5.1M
Valley Wealth Managers, Inc. 0.36% Reduce -0.1% 59,633 $5.1M
Ami Investment Management Inc. 1.30% Reduce -2.4% 59,158 $5.0M
Capital Advisors Wealth Management, LLC 0.79% Reduce -1.5% 59,056 $5.0M
Magnus Financial Group LLC 0.44% Reduce -0.6% 58,452 $5.0M
Tamar Securities, LLC 0.60% Add +3.5% 58,406 $5.0M
EHP Funds Inc. 5.67% Reduce -50.3% 58,200 $4.9M
Concurrent Investment Advisors, LLC 0.10% Reduce -5.3% 57,720 $4.9M
WealthCare Investment Partners, LLC 1.75% Reduce -1.7% 56,017 $4.9M
Ausdal Financial Partners, Inc. 0.33% Reduce -37.2% 57,392 $4.9M
Kestra Private Wealth Services, LLC 0.07% Reduce -0.3% 57,260 $4.9M
Hall Capital Management Co. Inc. 2.04% Add +2.6% 57,006 $4.8M
Cornerstone Wealth Group, LLC 0.36% New 56,618 $4.8M
Snowden Capital Advisors LLC 0.14% Add +14.9% 56,533 $4.8M
Capula Management Ltd 0.06% New 56,272 $4.8M
Crumly & Associates Inc. 1.15% Reduce -2.1% 55,756 $4.7M
OneAscent Family Office, LLC 4.46% Add +29.6% 55,659 $4.7M
McGuire Investment Group, LLC 0.60% Add +41.0% 55,107 $4.7M
Benjamin Edwards Inc. 0.06% Reduce -2.3% 55,003 $4.7M
Roundview Capital LLC 0.31% Reduce -5.6% 54,552 $4.6M
Ieq Capital, LLC 0.03% Add +6.1% 54,085 $4.6M
IMZ Advisory Inc 1.83% Add +8.4% 53,311 $4.6M
Harbour Investments, Inc. 0.12% Add +3.1% 53,930 $4.6M
One Wealth Map LLC 2.50% Add +11.3% 53,609 $4.6M
Alerus Financial NA 0.33% Reduce -35.6% 53,660 $4.6M
Meitav Investment House Ltd. 0.06% Reduce -7.4% 53,207 $4.5M
MMBG Investment Advisors Co. 0.45% Add +21.4% 53,240 $4.5M
Van Strum & Towne Inc. 1.41% Reduce -0.6% 52,570 $4.5M
Creative Financial Designs Inc. 0.32% Add +6.6% 52,488 $4.5M
Quantitative Investment Management, LLC 0.59% Reduce -95.4% 51,955 $4.4M
Invictus Private Wealth, LLC 0.30% Add +30.5% 51,930 $4.4M
Bleakley Financial Group, LLC 0.11% Reduce -2.1% 51,482 $4.4M
Aptus Capital Advisors, LLC 0.04% Reduce -31.5% 51,428 $4.4M
Trans-Canada Capital Inc. 0.29% New 51,000 $4.3M
Western Wealth Management, LLC 0.26% Reduce -2.5% 50,570 $4.3M
Meridian Wealth Management, LLC 0.18% Add +4.3% 50,482 $4.3M
Allworth Financial LP 0.02% Add +18.8% 49,833 $4.2M
Anderson Hoagland & Co. 0.40% Add +22.6% 49,649 $4.2M
Canton Hathaway, LLC 0.86% Reduce -10.8% 49,548 $4.2M
Ironwood Wealth Management, Inc. 1.98% Add +0.2% 47,463 $4.2M
Brookstone Capital Management 0.06% Add +0.7% 49,464 $4.2M
Jupiter Wealth Management LLC 2.11% Add +3.5% 48,681 $4.2M
Mizuho Markets Americas LLC 0.14% Add +202.1% 48,999 $4.2M
Fifth Third Securities, Inc. 0.31% Reduce -4.5% 48,997 $4.2M
Wedbush Securities Inc. 0.15% Reduce -11.1% 48,994 $4.2M
BOS Asset Management, LLC 1.33% Add +1.9% 48,902 $4.1M
Matrix Trust Co 0.65% Add +12.5% 48,243 $4.1M
B. Riley Wealth Advisors, Inc. 0.20% Reduce -6.0% 48,236 $4.1M
Wealthcare Advisory Partners LLC 0.09% Reduce -7.6% 48,215 $4.1M
Aft, Forsyth & Sober, LLC 1.37% Add +0.8% 47,775 $4.1M
Obsidian Personal Planning Solutions LLC 1.64% Add +5.6% 47,674 $4.0M
Regions Financial Corp. 0.03% Add +23.5% 47,315 $4.0M
Associated Banc-Corp 0.11% Reduce -5.8% 47,290 $4.0M
Federation des caisses Desjardins du Quebec 0.02% Add +678.9% 47,162 $4.0M
CWA Asset Management Group, LLC 0.17% Reduce -0.4% 46,993 $4.0M
Sigma Investment Counselors Inc. 0.22% Add +9.7% 46,780 $4.0M
Private Wealth Advisors, LLC 1.55% Reduce -18.6% 46,491 $3.9M
Prime Capital Investment Advisors, LLC 0.05% Reduce -22.9% 46,114 $3.9M
Herbst Group, LLC 2.34% Reduce -1.5% 45,995 $3.9M
High Note Wealth, LLC 0.89% Reduce -6.3% 45,946 $3.9M
Johnson Investment Counsel Inc. 0.03% Reduce -2.3% 45,597 $3.9M
FOCUS Wealth Advisors, LLC 2.01% Add +1.1% 45,532 $3.9M
IHT Wealth Management, LLC 0.11% Reduce -5.5% 45,530 $3.9M
Stephens Inc. 0.05% Reduce -0.8% 45,510 $3.9M
Pekin Hardy Strauss, Inc. 0.44% Reduce -6.5% 45,399 $3.9M
Financial Guidance Group, Inc. 1.85% Reduce -32.7% 44,990 $3.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -84.3% 44,914 $3.8M
Boston Research & Management Inc. 0.90% Reduce -10.5% 44,546 $3.8M
Petix & Botte Co 0.93% Reduce -8.7% 44,491 $3.8M
Walleye Capital LLC 0.04% Reduce -6.8% 44,468 $3.8M
Great Valley Advisor Group, Inc. 0.08% Reduce -10.7% 44,405 $3.8M
Dynamic Advisor Solutions LLC 0.12% Reduce -17.7% 44,256 $3.8M
Prospera Financial Services Inc 0.07% Reduce -22.6% 44,067 $3.7M
Oppenheimer Asset Management Inc. 0.04% Reduce -0.7% 44,087 $3.7M
Camelot Technology Advisors, Inc. 3.23% Add +5.5% 44,057 $3.7M
Thor Trading Advisors, LLC 4.64% Reduce -77.3% 43,676 $3.7M
Fullerton Fund Management Co Ltd. 0.15% New 43,500 $3.7M
Ameritas Advisory Services, LLC 0.19% Reduce -38.8% 43,485 $3.7M
Washington Growth Strategies LLC 2.79% — 43,137 $3.7M
Quantinno Capital Management LP 0.02% Add +19.8% 42,919 $3.6M
HMS Capital Management, LLC 1.64% Reduce -4.7% 42,788 $3.6M
Lowe Brockenbrough & Co. Inc. 0.20% Reduce -6.6% 42,231 $3.6M
AQR Capital Management 0.00% Add +35.4% 42,216 $3.6M
Certified Advisory Corp 0.37% Add +1.5% 42,018 $3.6M
Pettyjohn, Wood & White, Inc. 0.63% Reduce -0.6% 41,798 $3.5M
Atlantic Private Wealth, LLC 2.37% Reduce -2.5% 41,627 $3.5M
Retirement Planning Group, LLC / NY 3.09% Add +0.8% 41,484 $3.5M
North Star Asset Management Inc. 0.15% Add +1.4% 41,443 $3.5M
First Merchants Corp. 0.14% Reduce -3.9% 41,439 $3.5M
Stratos Wealth Partners, LTD. 0.05% Reduce -4.0% 41,316 $3.5M
Penserra Capital Management LLC 0.05% New 41,318 $3.5M
CWC Advisors, LLC. 1.81% Add +1.7% 41,227 $3.5M
Allred Capital Management, LLC 1.31% Reduce -8.6% 41,220 $3.5M
Winthrop Capital Management, LLC 0.88% Add +10.3% 41,065 $3.5M
Transcend Capital Advisors, LLC 0.27% Reduce -32.6% 41,030 $3.5M
Rise Advisors, LLC 1.38% Add +4.7% 40,949 $3.5M
Centric Wealth Management 0.83% Add +118.0% 40,791 $3.5M
Atria Wealth Solutions, Inc. 0.08% Reduce -61.3% 40,213 $3.4M
Northeast Financial Consultants Inc 0.14% Reduce -3.5% 40,534 $3.4M
Toth Financial Advisory Corp. 0.40% Reduce -55.5% 40,483 $3.4M
National Bank of Canada 0.00% Reduce -4.3% 40,306 $3.4M
Fox Run Management, L.L.C. 0.57% Reduce -60.4% 40,200 $3.4M
Rothschild Capital Partners, LLC 0.89% Add +0.1% 40,175 $3.4M
Kentucky Farm Bureau Mutual Insurance Co 0.72% No change 40,000 $3.4M
Insigneo Advisory Services, LLC 0.29% Add +53.5% 39,706 $3.4M
PFG Advisors 0.16% Add +0.6% 39,643 $3.4M
Perigon Wealth Management, LLC 0.08% Reduce -8.2% 39,584 $3.4M
Premier Path Wealth Partners, LLC 0.47% Add +10.8% 39,556 $3.4M
BigSur Wealth Management LLC 0.85% Reduce -3.9% 39,485 $3.3M
CreativeOne Wealth, LLC 0.09% Reduce -16.7% 39,453 $3.3M
M3 Advisory Group, LLC 2.31% Reduce -0.9% 39,417 $3.3M
Financial Sense Advisors, Inc. 0.82% Reduce -3.1% 39,173 $3.3M
Choreo, LLC 0.05% Add +23.9% 39,099 $3.3M
Polymer Capital Management (HK) LTD 0.52% Reduce -1.3% 39,086 $3.3M
Group One Trading LLC 0.11% New 38,967 $3.3M
UMB Bank, n.a. 0.05% Reduce -9.7% 38,951 $3.3M
Stockman Wealth Management, Inc. 0.45% Add +5.3% 38,787 $3.3M
Laurion Capital Management LP 0.39% New 38,398 $3.3M
NewEdge Wealth, LLC 0.05% Reduce -17.2% 38,289 $3.2M
Apollon Wealth Management, LLC 0.06% Reduce -4.1% 38,030 $3.2M
Koshinski Asset Management, Inc. 0.24% Reduce -5.1% 38,028 $3.2M
Founders Financial Alliance, LLC 0.73% Reduce -46.7% 37,992 $3.2M
Financial Advocates Investment Management 0.26% Reduce -32.1% 37,980 $3.2M
Savant Capital, LLC 0.02% Reduce -5.1% 37,821 $3.2M
Valicenti Advisory Services Inc. 0.75% Reduce -0.6% 37,693 $3.2M
Pinnacle Financial Partners Inc 0.07% Reduce -22.4% 37,563 $3.2M
Asset Management Group, Inc. 0.55% Add +0.8% 37,127 $3.1M
Kovack Advisors, Inc. 0.31% Reduce -5.7% 37,113 $3.1M
Fiduciary Trust Co 0.04% Add +1.6% 37,057 $3.1M
Investment Advisory Services Inc. /TX 1.05% Reduce -4.4% 36,989 $3.1M
CTC Alternative Strategies, Ltd. 2.74% New 36,960 $3.1M
Skylands Capital, LLC 0.45% Reduce -38.1% 36,700 $3.1M
Farther Finance Advisors, LLC 0.06% Add +23.1% 36,673 $3.1M
M&T Bank Corp 0.01% Add +5.3% 36,662 $3.1M
Cape Cod Five Cents Savings Bank 0.28% No change 35,265 $3.1M
Continental Advisors LLC 2.22% No change 36,500 $3.1M
AlphaCore Capital LLC 0.12% Add +72.9% 36,175 $3.1M
Spirepoint Private Client, LLC 0.35% Add +3.5% 36,086 $3.1M
Round Rock Advisors LLC 0.53% Reduce -33.3% 35,904 $3.0M
United Bank 1.16% Reduce -6.2% 35,838 $3.0M
Visionary Wealth Advisors 0.15% Reduce -17.2% 35,721 $3.0M
Global Retirement Partners, LLC 0.07% — 35,281 $3.0M
Massachusetts Wealth Management 1.69% Add +2.8% 35,264 $3.0M
Consolidated Portfolio Review Corp 0.41% Add +10.3% 35,249 $3.0M
CENTRAL TRUST Co 0.07% Reduce -20.7% 35,248 $3.0M
Milestones Private Investment Advisors LLC 2.21% — 35,238 $3.0M
First International Bank of Israel Ltd. 1.76% — 35,194 $3.0M
SWS Partners 0.80% Add +1.1% 35,042 $3.0M
Rockland Trust Co. 0.14% Reduce -3.0% 34,912 $3.0M
WINTON GROUP Ltd 0.15% Reduce -34.0% 34,619 $2.9M
Dumont & Blake Investment Advisors LLC 0.76% Reduce -1.2% 34,494 $2.9M
Salomon & Ludwin, LLC 0.29% Add +3.1% 33,586 $2.9M
Old Second National Bank of Aurora 0.64% Add +0.4% 34,396 $2.9M
LOM Asset Management Ltd 0.98% — 34,323 $2.9M
Joseph P. Lucia & Associates, LLC 1.19% Reduce -8.6% 34,167 $2.9M
Pettinga Financial Advisors LLC 0.63% Reduce -0.0% 34,077 $2.9M
RFG Advisory, LLC 0.07% Reduce -24.6% 33,882 $2.9M
Simmons Bank 0.20% Reduce -2.5% 33,577 $2.8M
Ellis Investment Partners, LLC 0.55% Add +3.6% 33,405 $2.8M
Provident Co of the Employees of the Hebrew University LTD 2.81% Reduce -15.2% 33,214 $2.8M
Ayalon Insurance Comp Ltd. 0.81% No change 32,897 $2.8M
ExodusPoint Capital Management, LP 0.03% New 32,625 $2.8M
NorthCoast Asset Management LLC 0.01% Add +4.2% 32,560 $2.8M
Robertson Stephens Wealth Management, LLC 0.10% Reduce -5.4% 32,432 $2.8M
M Holdings Securities, Inc. 0.47% Add +1.4% 32,343 $2.7M
Banco Santander, S.A. 0.03% Add +64.8% 32,294 $2.7M
Aspen Investment Management Inc 1.15% Add +143.7% 32,159 $2.7M
Ameraudi Asset Management, Inc. 1.42% Add +0.4% 31,991 $2.7M
Generali Investments, Management Co LLC 0.61% Add +310.3% 31,895 $2.7M
Regal Investment Advisors LLC 0.20% Add +1.1% 31,815 $2.7M
Rik Saylor Financial, Inc. 2.08% New 31,805 $2.7M
Fifth Third Wealth Advisors LLC 0.11% Add +11.1% 31,756 $2.7M
United Capital Financial Advisors, LLC 0.02% Reduce -8.3% 31,620 $2.7M
180 Wealth Advisors, LLC 0.37% Add +24.4% 31,564 $2.7M
Lyell Wealth Management, LP 0.21% Reduce -55.4% 31,539 $2.7M
Bank of Nova Scotia 0.01% Reduce -40.6% 31,458 $2.7M
Fort Point Capital Partners LLC 0.27% Add +1.4% 31,364 $2.7M
Apexium Financial, LP 0.14% Reduce -14.8% 31,347 $2.7M
Perissos Private Wealth Management, LLC 2.10% New 31,331 $2.7M
Flow Traders U.S. LLC 0.10% Add +39.8% 31,328 $2.7M
GFS Advisors, LLC 0.36% No change 31,280 $2.7M
Journey Strategic Wealth LLC 0.09% Reduce -69.2% 31,255 $2.7M
Titleist Asset Management, LLC 0.26% Add +9.8% 30,937 $2.6M
Orange Investment Advisors, Inc. 0.29% Reduce -9.4% 30,799 $2.6M
Midwest Financial Group LLC 1.37% Reduce -3.0% 30,724 $2.6M
Symmetry Partners, LLC 0.32% New 30,681 $2.6M
Beacon Financial Group 0.27% Reduce -0.5% 30,486 $2.6M
Farmers & Merchants Trust Co of Chambersburg PA 0.80% Reduce -2.0% 30,317 $2.6M
JBR Co Financial Management Inc 1.27% Reduce -3.7% 30,301 $2.6M
Regency Capital Management Inc.\DE 1.34% New 30,229 $2.6M
WASHINGTON TRUST Co 0.09% Reduce -0.9% 30,193 $2.6M
Ancora Advisors LLC 0.05% Add +0.1% 30,180 $2.6M
Level Four Advisory Services, LLC 0.09% Add +40.4% 30,127 $2.6M
Zullo Investment Group, Inc. 1.03% Reduce -2.3% 30,013 $2.5M
Compass Wealth Management, LLC 1.36% — 29,996 $2.5M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.79% No change 29,920 $2.5M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.3% 29,877 $2.5M
Knollwood Investment Advisory, LLC 0.24% No change 29,720 $2.5M
Archford Capital Strategies, LLC 0.32% Add +13.8% 29,541 $2.5M
Uptick Partners, LLC 0.72% Add +5.3% 29,536 $2.5M
StoneX Group Inc. 0.12% Reduce -16.4% 29,529 $2.5M
Waldron Private Wealth LLC 0.11% Add +6.3% 29,479 $2.5M
First Manhattan Co. Llc. 0.01% Add +76.2% 29,447 $2.5M
Csenge Advisory Group 0.13% Add +0.8% 30,607 $2.5M
Fairfield Financial Advisors, LTD 0.87% Reduce -15.0% 29,240 $2.5M
CMG Global Holdings, LLC 1.30% Add +35.1% 28,097 $2.5M
Ibex Wealth Advisors 0.26% Add +31.8% 29,118 $2.5M
Variant Private Wealth, LLC 2.56% Add +0.1% 29,100 $2.5M
BlueCrest Capital Management Ltd 0.35% New 29,069 $2.5M
Sutton Place Investors LLC 1.48% Reduce -0.4% 29,010 $2.5M
XTX Topco Ltd 0.10% Add +57.0% 28,996 $2.5M
Capital Advisors, Ltd. LLC 0.30% Reduce -47.1% 28,948 $2.5M
Institute for Wealth Management, LLC. 0.27% Add +0.1% 28,563 $2.4M
Maxi Investments CY Ltd 0.40% New 28,500 $2.4M
Community Bank, N.A. 0.32% Reduce -1.9% 28,492 $2.4M
First Horizon Advisors, Inc. 0.06% Reduce -4.7% 28,432 $2.4M
IFP Advisors, Inc 0.07% Reduce -59.6% 28,300 $2.4M
Frisch Financial Group, Inc. 0.59% New 28,229 $2.4M
Transamerica Financial Advisors, LLC 0.22% Add +14.0% 28,169 $2.4M
Intellectus Partners, LLC 0.52% Reduce -1.5% 28,146 $2.4M
Galvin, Gaustad & Stein, LLC 0.21% Add +378.6% 28,023 $2.4M
Trust Co. of Oklahoma 0.76% Add +2.5% 28,006 $2.4M
Westside Investment Management, Inc. 0.44% Add +3.6% 27,867 $2.4M
Ameliora Wealth Management Ltd. 0.84% Reduce -14.8% 27,845 $2.4M
Capstone Wealth Management Group LLC 1.71% Reduce -5.6% 27,752 $2.4M
TD Waterhouse Canada Inc. 0.02% Add +4.7% 27,449 $2.3M
Balboa Wealth Partners 0.47% Add +22.6% 27,626 $2.3M
Greenline Partners, LLC 0.32% Add +47.6% 27,599 $2.3M
Financial Enhancement Group LLC 0.33% Reduce -73.3% 26,159 $2.3M
5th Street Advisors, LLC 1.15% Reduce -9.4% 27,425 $2.3M
Beaumont Asset Management, L.L.C. 1.24% Add +3.8% 27,339 $2.3M
First Business Financial Services, Inc. 0.21% No change 27,252 $2.3M
Pine Valley Investments Ltd Liability Co 0.14% Add +0.2% 27,188 $2.3M
Joel Isaacson & Co., LLC 0.09% Add +0.4% 26,997 $2.3M
Money Concepts Capital Corp. 0.15% Reduce -0.4% 26,831 $2.3M
Avondale Wealth Management 1.27% Reduce -10.9% 26,812 $2.3M
SPC Financial, Inc. 0.19% Reduce -1.5% 26,635 $2.3M
Herold Advisors, Inc. 0.47% Reduce -20.1% 26,414 $2.2M
Blue Bell Private Wealth Management, LLC 0.37% Add +1.7% 26,347 $2.2M
LifePlan Financial, LLC 1.85% Reduce -2.3% 26,271 $2.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.14% New 26,026 $2.2M
Kingstone Capital Partners Texas, LLC 1.44% Reduce -36.3% 25,936 $2.2M
Deutsche Bank AG 0.00% Reduce -10.1% 25,828 $2.2M
Independence Bank of Kentucky 0.31% Add +0.2% 25,822 $2.2M
Hardin Capital Partners, LLC 1.28% Add +0.5% 25,591 $2.2M
SCS Capital Management LLC 0.02% Add +19.0% 25,712 $2.2M
Hancock Whitney Corp. 0.04% New 25,568 $2.2M
Wesbanco Bank Inc. 0.06% Add +1.9% 25,436 $2.2M
Belpointe Asset Management LLC 0.09% Reduce -43.6% 25,420 $2.2M
Stamos Capital Partners, L.P. 0.39% Add +68.4% 25,382 $2.2M
Rockport Wealth LLC 0.50% New 25,326 $2.1M
Midwest Trust Co 0.03% — 25,217 $2.1M
Principal Securities, Inc. 0.04% Reduce -9.2% 25,208 $2.1M
Bank of New Hampshire 0.53% Add +24.9% 25,173 $2.1M
Wealthspire Advisors, LLC 0.01% Reduce -18.7% 25,095 $2.1M
Prudential Financial Inc. 0.00% No change 25,000 $2.1M
Bienville Capital Management, LLC 0.42% Reduce -6.7% 24,976 $2.1M
SouthState Bank Corp 0.09% Reduce -1.2% 24,963 $2.1M
Nations Financial Group Inc, /Ia/ 0.15% Add +1.0% 24,889 $2.1M
Hollencrest Capital Management 0.09% Reduce -0.2% 24,882 $2.1M
Cypress Capital Group 0.26% Reduce -61.6% 24,784 $2.1M
First Nebraska Trust Co 0.20% Add +5.3% 25,524 $2.1M
Purus Wealth Management, LLC 0.72% Add +1.0% 24,380 $2.1M
J. Goldman & Co LP 0.06% Reduce -73.3% 24,017 $2.0M
Tyler-Stone Wealth Management 0.33% Reduce -0.1% 23,975 $2.0M
Burns J W & Co. Inc. 0.25% Reduce -6.3% 23,883 $2.0M
Asset Allocation Strategies LLC 0.45% Reduce -3.3% 23,880 $2.0M
AmeriServ Wealth Advisors 1.00% Add +0.3% 23,873 $2.0M
Advyzon Investment Management, LLC 0.45% Add +64.6% 23,849 $2.0M
Keystone Financial Group 0.18% Reduce -5.3% 23,729 $2.0M
Castle Rock Wealth Management, LLC 0.47% Reduce -10.3% 23,561 $2.0M
Family Firm, Inc. 0.48% Reduce -0.3% 23,605 $2.0M
OneDigital Investment Advisors LLC 0.02% Reduce -14.8% 23,226 $2.0M
Willis Johnson & Associates, Inc. 0.13% Reduce -11.7% 23,191 $2.0M
Legacy PCG, LLC 1.26% Add +4.4% 23,144 $2.0M
Moneco Advisors, LLC 0.18% Add +5.8% 23,101 $2.0M
Global Strategic Investment Solutions, LLC 0.21% Reduce -1.3% 23,009 $2.0M
Advisors Management Group Inc. 0.37% Add +5.5% 23,000 $2.0M
Fidelis Capital Partners, LLC 0.18% Add +0.3% 22,974 $1.9M
Pines Wealth Management, LLC 0.69% Add +4.3% 22,341 $1.9M
Whittier Trust Co. 0.02% Add +79.8% 22,925 $1.9M
Cary Street Partners Financial LLC 0.05% Reduce -2.8% 22,922 $1.9M
Wincap Financial LLC 1.55% Reduce -3.5% 22,811 $1.9M
Camarda Financial Advisors, LLC 0.76% Add +7.8% 22,791 $1.9M
Activest Wealth Management 0.47% Reduce -4.1% 22,775 $1.9M
Essex LLC 0.38% Add +5.4% 22,478 $1.9M
DeepCurrents Investment Group LLC 2.14% New 22,459 $1.9M
Valeo Financial Advisors, LLC 0.05% Reduce -4.8% 22,401 $1.9M
TCV Trust & Wealth Management, Inc. 0.17% Add +2.2% 22,387 $1.9M
DAVENPORT & Co LLC 0.01% Reduce -41.1% 22,377 $1.9M
Genesee Capital Advisors, LLC 0.85% Add +0.8% 22,355 $1.9M
Huntington National Bank 0.02% Add +14.8% 22,343 $1.9M
EPG Wealth Management LLC 0.57% Add +1.8% 22,324 $1.9M
Founders Financial Securities LLC 0.14% Reduce -31.9% 22,263 $1.9M
Spectrum Asset Management, Inc. (NB/CA) 0.82% Add +5.1% 22,232 $1.9M
Boltwood Capital Management 0.54% Reduce -4.0% 22,229 $1.9M
PFG Investments, LLC 0.11% Reduce -12.4% 22,208 $1.9M
Ring Mountain Capital, LLC 1.14% Reduce -2.6% 21,826 $1.9M
Birch Hill Investment Advisors LLC 0.08% Reduce -14.1% 22,110 $1.9M
Tiaa Trust, National Association 0.00% Add +15.4% 22,109 $1.9M
First Trust Advisors LP 0.00% Add +63.0% 22,081 $1.9M
CIBC Private Wealth Group LLC 0.00% Reduce -2.8% 22,060 $1.9M
Panoramic Investment Advisors, LLC 1.15% Add +1.0% 22,057 $1.9M
X-Square Capital, LLC 0.67% Reduce -0.6% 21,968 $1.9M
Keel Point, LLC 0.12% Add +48.9% 21,738 $1.8M
Cornerstone Wealth Management, LLC 0.11% Add +3.4% 21,654 $1.8M
Contravisory Investment Management, Inc. 0.36% Add +16.4% 21,603 $1.8M
Ignite Planners, LLC 0.32% Reduce -0.9% 21,116 $1.8M
Foronjy Financial LLC 0.84% — 21,193 $1.8M
Patten & Patten Inc. 0.12% Reduce -7.7% 21,166 $1.8M
Ellerson Group Inc. 1.26% Reduce -14.5% 21,010 $1.8M
Spectrum Strategic Capital Management, LLC 1.13% Add +11.1% 20,932 $1.8M
Integrity Alliance, Llc. 0.10% Add +12.5% 20,853 $1.8M
Granite Harbor Advisors, Inc. 0.83% Reduce -1.9% 20,799 $1.8M
Eagle Strategies LLC 0.27% Add +294.3% 20,752 $1.8M
Croban 1.49% Reduce -0.6% 20,536 $1.7M
Empowered Funds, LLC 0.02% New 20,490 $1.7M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -15.3% 20,399 $1.7M
Cooksen Wealth, LLC 1.38% Add +25.3% 20,263 $1.7M
Wealth Advisory Solutions, LLC 0.43% Add +2.2% 20,058 $1.7M
Blue Door Asset Management, LLC 0.97% New 20,000 $1.7M
Clarus Wealth Advisors 0.78% Add +20.8% 19,129 $1.7M
Citizens Financial Group Inc. 0.03% Reduce -57.2% 19,931 $1.7M
First National Trust Co 0.06% Add +5.1% 19,705 $1.7M
E&G Advisors, LLC 0.43% Reduce -0.7% 19,540 $1.7M
Vaughan David Investments LLC 0.04% Reduce -48.7% 19,537 $1.7M
Wellington Management Group LLP 0.00% New 19,509 $1.7M
Legend Financial Advisors, Inc. 1.10% Add +3.7% 19,457 $1.7M
Butensky & Cohen Financial Security, Inc. 0.49% Add +6.3% 19,424 $1.6M
Freedom Investment Management, Inc. 0.13% Add +41.0% 19,206 $1.6M
True North Advisors, LLC 0.31% Reduce -1.2% 19,200 $1.6M
Marion Wealth Management 0.41% Add +2.2% 19,113 $1.6M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -9.7% 19,083 $1.6M
First American Bank 0.11% Reduce -0.3% 18,994 $1.6M
Wealth Advisors of Iowa, LLC 0.60% Reduce -6.9% 18,958 $1.6M
White Pine Investment CO 0.40% Reduce -0.7% 18,926 $1.6M
Alpine Global Management, LLC 0.42% New 18,888 $1.6M
Audent Global Asset Management, LLC 1.14% Add +0.1% 18,884 $1.6M
Donaldson Capital Management, LLC 0.06% Reduce -70.6% 18,856 $1.6M
Axxcess Wealth Management, LLC 0.04% Add +18.4% 18,854 $1.6M
MSH Capital Advisors LLC 0.46% Add +5.7% 18,829 $1.6M
Private Capital Management, LLC 0.16% Reduce -0.3% 18,820 $1.6M
Darwin Wealth Management, LLC 0.55% Reduce -0.3% 18,753 $1.6M
Tradewinds, LLC. 1.21% Add +31.7% 18,732 $1.6M
Merkkuri Wealth Advisors LLC 1.21% Add +8.3% 18,732 $1.6M
Everstar Asset Management, LLC 0.97% Reduce -0.2% 18,724 $1.6M
Joule Financial, LLC 0.52% Reduce -37.4% 18,706 $1.6M
HBW Advisory Services LLC 0.20% Add +5.4% 18,662 $1.6M
Peddock Capital Advisors, LLC 0.37% Add +6.8% 18,633 $1.6M
Bokf, NA 0.03% Reduce -39.7% 18,575 $1.6M
Embree Financial Group 0.24% Reduce -33.6% 18,570 $1.6M
IFG Advisory, LLC 0.08% Add +14.0% 18,566 $1.6M
JFS Wealth Advisors, LLC 0.10% Add +4.8% 18,552 $1.6M
Harbor Capital Advisors, Inc. 0.07% Reduce -71.7% 18,497 $1.6M
Martin & Co. Inc. 0.29% Reduce -1.1% 18,486 $1.6M
Guggenheim Capital LLC 0.01% Add +2.6% 18,406 $1.6M
Vestor Capital, LLC 0.12% Reduce -97.9% 5,116 $1.6M
Monetary Management Group Inc. 0.38% Reduce -8.4% 18,282 $1.6M
Laurel Wealth Advisors LLC 0.23% Add +10.2% 18,269 $1.5M
Atlantic Union Bankshares Corp 0.04% New 18,250 $1.5M
Strategy Asset Managers LLC 0.29% Reduce -2.9% 18,110 $1.5M
Avidian Wealth Enterprises, LLC 0.06% Reduce -0.7% 18,091 $1.5M
Condire Management, LP 0.22% Reduce -77.5% 18,030 $1.5M
Bluespring Wealth Management, LLC 0.15% Add +3.1% 18,008 $1.5M
Cannell & Spears LLC 0.03% Reduce -1.3% 18,000 $1.5M
GTS Securities LLC 0.07% Reduce -50.5% 17,977 $1.5M
Nelson Capital Management, LLC 0.20% Add +1.8% 17,943 $1.5M
Calton & Associates, Inc. 0.26% Add +9.8% 17,877 $1.5M
Clearstead Advisors, LLC 0.02% Add +24.3% 17,830 $1.5M
FIL Ltd 0.00% Add +127.3% 17,825 $1.5M
Terra Nova Asset Management LLC 1.05% Reduce -6.6% 17,686 $1.5M
Okabena Investment Services Inc. 0.33% Add +1.1% 17,681 $1.5M
Randall & Associates Wealth Management 1.15% Reduce -9.4% 17,644 $1.5M
EverSource Wealth Advisors, LLC 0.07% Reduce -14.6% 17,584 $1.5M
Cladis Investment Advisory, LLC 0.93% Add +0.0% 17,570 $1.5M
Thoroughbred Financial Services, LLC 0.10% Reduce -15.7% 17,527 $1.5M
Pinnacle Wealth Planning Services, Inc. 0.19% Add +0.1% 17,464 $1.5M
Farmers Trust Co. 0.28% Reduce -23.1% 17,456 $1.5M
Callan Family Office, LLC 0.05% No change 17,437 $1.5M
Verdence Capital Advisors LLC 0.10% Add +105.3% 17,034 $1.4M
Parr McKnight Wealth Management Group, LLC 0.20% Reduce -2.9% 16,977 $1.4M
Perennial Investment Advisors, LLC 0.14% Add +8.5% 16,949 $1.4M
Smith Chas P & Associates Pa Cpas 0.08% Add +30.7% 16,948 $1.4M
Whittier Trust Co. of Nevada Inc. 0.03% Add +428.6% 16,922 $1.4M
Freestone Capital Holdings, LLC 0.05% Reduce -4.1% 16,880 $1.4M
Neuberger Berman Group LLC 0.00% Add +5.6% 16,798 $1.4M
Smith, Moore & Co. 0.12% Reduce -0.3% 16,706 $1.4M
Northwest Capital Management Inc 0.77% Reduce -39.7% 16,700 $1.4M
Centaurus Financial, Inc. 0.08% Add +24.1% 16,576 $1.4M
Maltin Wealth Management, Inc. 0.63% Reduce -2.1% 16,512 $1.4M
Pictet North America Advisors SA 0.14% No change 16,507 $1.4M
Jackson Hole Capital Partners, LLC 0.26% Add +0.6% 16,476 $1.4M
AMG National Trust Bank 0.04% Reduce -0.6% 16,471 $1.4M
Afg Fiduciary Services Limited Partnership 0.90% Add +3.3% 16,313 $1.4M
Financial Engines Advisors L.L.C. 0.00% Add +54.9% 16,419 $1.4M
Collaborative Wealth Managment Inc. 0.60% Reduce -0.3% 16,306 $1.4M
Harbor Investment Advisory, LLC 0.12% Reduce -3.3% 16,176 $1.4M
Colton Groome Financial Advisors, LLC 0.46% Add +1.0% 16,144 $1.4M
WMG Financial Advisors, LLC 0.51% Add +350.7% 16,129 $1.4M
World Investment Advisors 0.03% Add +23.9% 16,102 $1.4M
BLB&B Advisors, LLC 0.06% Reduce -51.5% 16,032 $1.4M
Nwi Management LP 0.12% No change 16,000 $1.4M
Jacobi Capital Management LLC 0.09% Reduce -5.2% 15,917 $1.3M
Sax Wealth Advisors, LLC 0.08% Add +0.2% 15,853 $1.3M
Elevation Point Wealth Partners, LLC 0.10% Add +17.1% 15,833 $1.3M
Eaton Financial Holdings Company, LLC 0.41% Reduce -68.4% 15,797 $1.3M
Moors & Cabot, Inc. 0.06% Reduce -14.6% 15,776 $1.3M
Interactive Financial Advisors, Inc. 0.65% Reduce -2.9% 15,734 $1.3M
Foresight Capital Management Advisors, Inc. 0.78% Add +0.0% 15,718 $1.3M
Partnership Wealth Management, LLC 1.08% Reduce -0.0% 15,705 $1.3M
Sharper & Granite LLC 0.50% Reduce -19.2% 15,222 $1.3M
Capital Advisory Group Advisory Services, LLC 0.47% Reduce -48.0% 15,544 $1.3M
SBI Securities Co., Ltd. 0.04% Add +9.4% 15,484 $1.3M
Astor Investment Management LLC 0.71% New 15,475 $1.3M
Balentine LLC 0.05% No change 15,219 $1.3M
Peoples Bank 0.86% Reduce -36.6% 15,156 $1.3M
Venturi Wealth Management, LLC 0.06% Reduce -15.3% 15,102 $1.3M
TBH Global Asset Management, LLC 0.27% Add +161.9% 9,377 $1.3M
Good Life Advisors, LLC 0.08% Add +3.0% 15,087 $1.3M
Avior Wealth Management, LLC 0.04% Reduce -1.3% 15,134 $1.3M
Peak Planning Group, LLC 0.81% Reduce -25.2% 15,002 $1.3M
Ping Capital Management, Inc. 0.72% New 15,000 $1.3M
Country Club Bank 0.08% Reduce -1.6% 14,890 $1.3M
Eagle Capital Management, LLC 0.56% Add +10.6% 14,967 $1.3M
Meriwether Wealth & Planning, LLC 0.79% Reduce -20.3% 14,929 $1.3M
Meridian Investment Counsel Inc. 0.34% No change 14,910 $1.3M
SteelPeak Wealth, LLC 0.05% Reduce -16.0% 14,887 $1.3M
Becker Capital Management Inc. 0.04% Add +0.1% 14,877 $1.3M
Dorsey & Whitney Trust CO LLC 0.07% Reduce -12.8% 14,805 $1.3M
Prosperity Consulting Group, LLC 0.09% Reduce -30.2% 14,785 $1.3M
Disciplina Capital Management LLC 0.16% Add +20.3% 14,750 $1.3M
Fca Corp. 0.37% Add +5.2% 14,742 $1.3M
Capstone Investment Advisors, LLC 0.01% New 14,710 $1.2M
National Philanthropic Trust 0.02% Reduce -1.7% 14,683 $1.2M
FineMark National Bank & Trust 0.04% Reduce -0.6% 14,671 $1.2M
Crews Bank & Trust 0.19% Reduce -1.0% 14,576 $1.2M
SIH Partners, LLLP 0.12% No change 14,500 $1.2M
Sowa Financial Group, Inc. 0.77% Reduce -9.6% 14,453 $1.2M
Bailard, Inc. 0.03% Add +49.4% 14,375 $1.2M
Forza Wealth Management, LLC 0.50% No change 14,350 $1.2M
Vident Advisory, LLC 0.01% Reduce -4.6% 14,307 $1.2M
Forbes Financial Planning, Inc. 0.82% Reduce -34.9% 14,293 $1.2M
Signature Wealth Management Partners, LLC 0.69% Reduce -2.9% 14,287 $1.2M
Retirement Planning Group, LLC 0.05% Reduce -28.0% 14,245 $1.2M
CRA Financial Services, LLC 0.18% Add +4.1% 14,204 $1.2M
Evercore Wealth Management, LLC 0.02% Add +3.5% 14,183 $1.2M
Fourth Dimension Wealth, LLC 0.51% Add +2.1% 14,143 $1.2M
Ascentis Independent Advisors 0.22% Add +2.1% 14,077 $1.2M
Alpha Cubed Investments, LLC 0.05% Reduce -16.1% 14,076 $1.2M
AAFMAA Wealth Management & Trust LLC 0.49% Reduce -3.0% 13,966 $1.2M
Burke & Herbert Bank & Trust Co. 0.26% Reduce -1.9% 13,880 $1.2M
Elevate Capital Advisors, LLC 0.94% Reduce -21.4% 13,877 $1.2M
Capital Market Strategies LLC 0.82% Reduce -1.2% 13,863 $1.2M
Cardiff Park Advisors, LLC 0.10% Add +0.1% 13,846 $1.2M
Morangie Management LLC 1.01% Reduce -2.9% 13,783 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Reduce -0.0% 13,767 $1.2M
Colonial River Investments, LLC 0.50% Reduce -6.8% 13,110 $1.2M
Nwam LLC 0.07% New 13,322 $1.2M
United Asset Strategies, Inc. 0.10% Reduce -40.0% 13,630 $1.2M
Innealta Capital, LLC 0.61% Reduce -83.0% 13,627 $1.2M
Verus Capital Partners, LLC 0.10% Add +3.7% 13,625 $1.2M
One Plus One Wealth Management, LLC 0.63% Reduce -7.2% 13,574 $1.2M
Innovative Advisory Group, LLC 0.98% Reduce -7.9% 13,473 $1.1M
Independent Wealth Network Inc. 0.42% Add +5.2% 13,459 $1.1M
Falcon Wealth Planning 0.12% Reduce -52.7% 13,422 $1.1M
Forte Capital LLC 0.12% New 13,342 $1.1M
Atlas Capital Advisors Inc. 0.14% Reduce -33.3% 13,278 $1.1M
Providence First Trust Co 0.40% Add +0.1% 13,271 $1.1M
Caxton Associates LLP 0.03% New 13,264 $1.1M
Procyon Advisors, LLC 0.11% Add +8.5% 13,223 $1.1M
Horizon Investments, LLC 0.02% Reduce -26.1% 13,180 $1.1M
Mission Wealth Management, LP 0.02% Reduce -25.2% 13,175 $1.1M
Opinicus Capital, Inc. 0.85% Add +7.7% 13,164 $1.1M
Palisade Asset Management, LLC 0.11% No change 13,150 $1.1M
Capital Investment Counsel, LLC 0.17% Add +0.9% 13,104 $1.1M
TD Private Client Wealth LLC 0.03% Add +16.5% 13,102 $1.1M
J Hagan Capital, Inc. 0.75% Add +181.4% 13,012 $1.1M
Fiduciary Alliance LLC 0.08% Add +76.5% 12,962 $1.1M
Dana Investment Advisors, Inc. 0.04% Reduce -22.7% 12,919 $1.1M
Wilson & Boucher Capital Management, LLC 0.76% Reduce -1.5% 12,900 $1.1M
Private Trust Co. NA 0.10% Reduce -4.0% 12,892 $1.1M
Acropolis Investment Management, LLC 0.06% Add +0.1% 12,765 $1.1M
GPS Wealth Strategies Group, LLC 0.12% Reduce -32.2% 12,758 $1.1M
L. Roy Papp & Associates, LLP 0.13% Reduce -1.6% 12,675 $1.1M
Lynx Investment Advisory 0.70% Add +19.9% 12,633 $1.1M
Watts Gwilliam & Co., LLC 0.18% Reduce -8.2% 11,936 $1.1M
Pallas Capital Advisors LLC 0.04% Reduce -47.0% 12,590 $1.1M
Somerset Group LLC 0.90% Reduce -0.7% 12,529 $1.1M
International Assets Investment Management, LLC 0.09% Reduce -19.3% 12,439 $1.1M
Sunbeam Capital Management, LLC 0.80% Reduce -5.2% 12,409 $1.1M
Summit Financial Wealth Advisors, LLC 0.19% Reduce -21.9% 12,361 $1.0M
Evernest Financial Advisors, LLC 0.34% Reduce -0.1% 12,359 $1.0M
Chesapeake Wealth Management 0.35% Add +5.1% 12,333 $1.0M
Salem Investment Counselors Inc. 0.03% Add +0.1% 12,279 $1.0M
Paloma Partners Management Co 0.45% New 12,277 $1.0M
Edge Wealth Management LLC 0.20% Add +53.1% 12,252 $1.0M
Lokken Investment Group LLC 0.40% Add +6.2% 12,169 $1.0M
Quantessence Capital LLC 0.30% New 12,160 $1.0M
Arete Wealth Advisors, LLC 0.07% Reduce -5.4% 12,116 $1.0M
Chicago Partners Investment Group LLC 0.03% Reduce -19.3% 11,822 $1.0M
Matauro, LLC 0.19% Add +55.1% 12,098 $1.0M
Brookwood Investment Group LLC 0.16% Reduce -52.1% 11,971 $1.0M
YHB Investment Advisors, Inc. 0.08% Add +45.0% 11,910 $1.0M
CX Institutional 0.04% Add +76.6% 11,888 $1.0M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.36% Add +11.0% 11,468 $1.0M
Mechanics Bank Trust Department 0.14% Reduce -17.4% 11,834 $1.0M
VestGen Advisors, LLC 0.04% Reduce -16.7% 11,828 $1.0M
Mitchell McLeod Pugh & Williams Inc. 0.19% Add +3.6% 11,725 $994K
Arax Advisory Partners 0.05% Add +120.3% 11,680 $991K
Evoke Wealth, LLC 0.02% Reduce -5.9% 11,671 $990K
Lazari Capital Management, Inc. 0.37% Add +0.9% 11,662 $989K
Concentric Capital Strategies, LP 0.06% Reduce -82.4% 11,652 $988K
Montag A & Associates Inc. 0.05% Reduce -0.1% 11,636 $987K
NBT Bank, N.A. 0.07% Reduce -6.7% 11,489 $974K
Diversified Enterprises, LLC 0.07% Reduce -19.1% 11,488 $974K
River Wealth Advisors LLC 0.12% Reduce -0.4% 11,464 $972K
Partners Wealth Management, LLC 1.11% No change 10,329 $971K
Essential Partners LLC 0.39% — 11,443 $971K
Journey Advisory Group, LLC 0.08% Reduce -1.9% 11,432 $970K
Wisconsin Wealth Advisors, LLC 1.11% Reduce -11.3% 11,427 $969K
High Net Worth Advisory Group LLC 0.26% No change 11,414 $968K
Hobbs Group Advisors, LLC 0.33% New 11,388 $966K
Rothschild Investment LLC 0.06% Reduce -8.5% 11,364 $964K
Sprott Inc. 0.05% Add +10.4% 11,337 $961K
Ipsen Advisor Group LLC 0.73% Add +1.0% 11,301 $958K
Powell Investment Advisors, LLC 0.36% Add +0.6% 11,300 $958K
Capital Investment Counsel, Inc 0.13% Reduce -1.9% 11,300 $958K
Kingswood Wealth Advisors, LLC 0.08% Add +3.8% 11,272 $956K
Capital Wealth Alliance, LLC 0.51% Reduce -24.4% 11,220 $952K
Parcion Private Wealth LLC 0.07% No change 11,222 $952K
Cullen/Frost Bankers, Inc. 0.01% Add +45.0% 11,151 $946K
Apollon Financial, LLC 0.20% Add +0.6% 11,101 $941K
Oliver Lagore Vanvalin Investment Group 0.37% — 9,988 $933K
GWN Securities Inc. 0.17% Reduce -81.9% 10,954 $931K
Platform Technology Partners 0.24% Add +4.1% 10,974 $931K
Plan Group Financial, LLC 0.30% New 10,891 $924K
Cushing Capital Partners, LLC 0.78% Add +4.5% 10,859 $921K
Edgestream Partners, L.P. 0.03% Reduce -71.8% 10,811 $917K
Capital Investment Advisory Services, LLC 0.07% Reduce -2.4% 10,789 $915K
C2C Wealth Management, LLC 0.83% No change 10,750 $912K
Claro Advisors Inc. 0.15% Reduce -4.8% 10,715 $909K
Narus Financial Partners, LLC 0.28% Reduce -16.5% 10,675 $905K
Woodmont Investment Counsel LLC 0.06% Add +15.7% 10,590 $898K
Capital Advisors Inc. 0.02% Add +88.7% 10,581 $897K
PCG Asset Management, LLC 0.77% Reduce -2.4% 10,532 $893K
Strait & Sound Wealth Management LLC 0.38% Add +27.2% 10,522 $892K
Natixis Advisors, LLC 0.00% Reduce -37.4% 10,473 $888K
White Pine Capital LLC 0.28% Reduce -1.5% 10,461 $887K
AlphaStar Capital Management, LLC 0.06% Reduce -88.4% 10,460 $887K
Lebenthal Global Advisors, LLC 0.17% Reduce -7.8% 10,444 $886K
Soundwatch Capital LLC 0.15% New 2,022 $884K
Intrinsic Value Partners, LLC 0.79% Add +3.2% 10,411 $883K
Florida Financial Advisors, LLC 0.21% Reduce -19.6% 10,405 $882K
Tritonpoint Wealth, LLC 0.08% Reduce -53.4% 10,403 $882K
Retirement Income Solutions, Inc. 0.16% Reduce -4.9% 10,382 $880K
Fiera Capital Corp 0.00% No change 10,349 $878K
Leo Wealth, LLC 0.07% Add +7.0% 10,331 $876K
Wealthstar Advisors, LLC 0.33% Add +0.9% 10,234 $868K
Constitution Capital LLC 0.44% Reduce -1.7% 10,228 $867K
Tidal Investments LLC 0.01% Reduce -70.6% 10,212 $866K
Wall Street Financial Group, Inc. 0.78% Add +182.3% 10,156 $861K
Focus Partners Advisor Solutions, LLC 0.01% Add +5.4% 10,151 $861K
Certuity, LLC 0.08% Reduce -1.1% 10,111 $858K
Gateway Wealth Partners, LLC 0.16% Add +31.8% 10,096 $856K
Florida Trust Wealth Management Co 0.03% Reduce -4.4% 10,082 $855K
Private Wealth Asset Management, LLC 0.11% Reduce -15.4% 10,079 $855K
Sunbelt Securities, Inc. 0.08% Add +76.7% 9,971 $854K
Bradley Foster & Sargent Inc. 0.01% Reduce -6.0% 10,052 $852K
Agate Pass Investment Management, LLC 0.35% Reduce -0.3% 10,018 $850K
Trust Co 0.10% Reduce -16.9% 10,011 $849K
Curat Global, LLC 0.81% Add +40.5% 9,996 $848K
Kelleher Financial Advisors 0.29% No change 9,985 $847K
Envestnet Portfolio Solutions, Inc. 0.00% Add +5.8% 9,975 $846K
Aberdeen Wealth Management LLC 0.56% No change 9,955 $844K
Haverford Trust Co 0.01% Reduce -0.8% 9,912 $841K
CMT Capital Markets Trading GmbH 0.40% Add +3.0% 9,872 $837K
Glen Eagle Advisors, LLC 0.13% Reduce -2.5% 9,820 $833K
Builder Investment Group Inc. 0.20% Reduce -2.0% 9,775 $829K
Goelzer Investment Management, Inc. 0.05% Reduce -0.4% 9,751 $827K
WNY Asset Management, LLC 0.09% Reduce -23.9% 9,731 $825K
Oxinas Partners, LLC 0.42% Reduce -1.6% 9,714 $824K
SeaCrest Wealth Management, LLC 0.09% Reduce -8.5% 9,695 $822K
HCR Wealth Advisors 0.10% Add +0.1% 9,689 $822K
Greenwich Wealth Management LLC 0.04% Add +3.3% 9,659 $819K
Wedmont Private Capital 0.03% Reduce -5.4% 9,278 $817K
Sterling Investment Advisors, Ltd. 0.18% Add +43.1% 9,627 $816K
Caldwell Sutter Capital, Inc. 0.37% Reduce -1.8% 9,626 $816K
Signature Estate & Investment Advisors LLC 0.02% Reduce -97.5% 9,616 $815K
Main Street Financial Solutions, LLC 0.06% Reduce -7.5% 9,566 $811K
Larson Financial Group LLC 0.03% Add +54.7% 9,555 $810K
Bison Wealth, LLC 0.06% Add +6.1% 9,077 $809K
Stolper Co 0.27% Add +3.3% 9,531 $808K
Community Trust & Investment Co. 0.05% No change 9,521 $807K
Darden Wealth Group Inc 0.49% Reduce -20.8% 9,444 $801K
Wood Tarver Financial Group, LLC 0.24% Reduce -1.1% 9,444 $800K
Strategic Advisors LLC 0.16% Reduce -10.9% 9,403 $797K
Angeles Wealth Management, LLC 0.05% Reduce -26.5% 9,334 $792K
Matthew Goff Investment Advisor, LLC 0.15% Add +46.5% 9,268 $786K
Stonebridge Financial Planning Group, LLC 0.33% Reduce -4.4% 9,267 $786K
Telos Capital Management, Inc. 0.08% Add +11.8% 9,263 $786K
Mayflower Financial Advisors, LLC 0.11% Add +0.4% 9,236 $783K
ARS Investment Partners, LLC 0.06% Reduce -10.7% 9,209 $781K
Patriot Financial Group Insurance Agency, LLC 0.09% Add +3.4% 9,187 $779K
Union Bancaire Privee, UBP SA 0.01% No change 9,058 $773K
Acorns Advisers, LLC 0.01% Add +29.6% 9,098 $772K
Y.D. More Investments Ltd 0.05% Reduce -35.8% 9,077 $770K
Fairvoy Private Wealth, LLC 0.19% Add +5.3% 9,064 $769K
Investment Partners, LTD. 0.29% Add +0.1% 9,060 $768K
McAdam, LLC 0.04% Reduce -11.3% 9,052 $768K
Strategic Financial Concepts, LLC 0.11% Reduce -43.1% 9,022 $765K
Demars Financial Group, LLC 0.29% Reduce -30.8% 8,985 $762K
Bessemer Group Inc. 0.00% Reduce -31.9% 8,983 $762K
Parkside Financial Bank & Trust 0.08% Add +2.0% 8,953 $759K
Bfsg, LLC 0.08% Reduce -5.5% 8,952 $759K
Maven Securities LTD 0.20% Add +163.9% 8,901 $755K
First Commonwealth Financial Corp 0.16% New 8,884 $753K
W.H. Cornerstone Investments Inc. 0.48% Add +6.8% 8,880 $753K
Brighton Jones LLC 0.02% Reduce -10.1% 8,871 $752K
MV Capital Management, Inc. 0.08% Add +98.4% 8,863 $752K
Cozad Asset Management Inc. 0.07% Reduce -3.5% 8,838 $750K
Wealth Effects LLC 0.28% Reduce -6.1% 8,775 $744K
Nvwm, LLC 0.18% Add +2.7% 8,767 $744K
Mission Creek Capital Partners, Inc. 0.17% Reduce -0.4% 8,765 $743K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Add +1.0% 8,763 $743K
MontVue Capital Management, Inc. 0.52% Add +0.4% 8,621 $731K
Cadinha & Co. LLC 0.12% Reduce -9.5% 8,610 $730K
AdvisorNet Financial, Inc 0.05% Add +2.7% 8,605 $730K
Solstein Capital, LLC 0.37% No change 8,601 $729K
Silverlake Wealth Management LLC 0.21% Add +45.1% 8,585 $728K
Horizon Financial Services, LLC 0.38% Reduce -2.0% 8,533 $724K
LPWM LLC 0.21% Add +32.5% 8,521 $723K
Foundations Investment Advisors, LLC 0.01% Reduce -56.8% 8,513 $722K
KFA Private Wealth Group, LLC 0.22% Add +1.8% 8,492 $720K
TrueWealth Advisors, LLC 0.21% Reduce -1.5% 8,491 $720K
Sovran Advisors, LLC 0.08% Reduce -22.5% 8,120 $719K
Worth Financial Advisory Group, LLC 0.44% Add +2.8% 8,453 $717K
St. Johns Investment Management Company, LLC 0.33% Reduce -9.7% 8,429 $715K
Diversified Trust Co. 0.02% Reduce -2.6% 8,427 $715K
Proffitt & Goodson Inc. 0.11% Reduce -7.8% 8,390 $712K
Investors Asset Management of Georgia Inc. /Ga/ 0.33% Add +0.7% 8,358 $709K
Murphy & Mullick Capital Management Corp 0.57% Add +5.5% 8,227 $707K
Garden State Investment Advisory Services LLC 0.19% Add +28.3% 8,309 $706K
MA Private Wealth 0.13% Reduce -26.8% 8,314 $705K
Triumph Capital Management 0.21% Reduce -4.7% 8,267 $701K
Symphony Financial, Ltd. Co. 0.09% New 8,148 $701K
Castleview Partners, LLC 0.45% Reduce -21.8% 8,237 $699K
Quadcap Wealth Management, LLC 0.09% Add +2.8% 8,217 $697K
Betterment LLC 0.00% Add +1.3% 8,209 $696K
Pavion Blue Capital, LLC 0.31% Reduce -5.2% 8,206 $696K
Marco Investment Management LLC 0.06% Reduce -0.6% 8,192 $695K
Principle Wealth Partners LLC 0.04% Reduce -11.9% 8,142 $691K
L.M. Kohn & Company 0.19% Reduce -1.4% 8,128 $689K
LaSalle St. Investment Advisors, LLC 0.19% Reduce -44.9% 8,120 $688K
RMR Wealth Builders 0.06% Reduce -3.5% 8,106 $687K
4WEALTH Advisors, Inc. 0.71% Add +34.0% 8,099 $687K
Moulton Wealth Management, Inc. 0.52% New 7,882 $686K
Cadence Bank 0.04% No change 8,054 $683K
Birchcreek Wealth Management, LLC 0.39% Add +19.2% 8,035 $681K
VPR Management LLC 0.32% No change 8,000 $678K
Lowe Wealth Advisors, LLC 0.26% Reduce -66.4% 7,995 $678K
Windsor Capital Management, LLC 0.20% Reduce -8.9% 7,986 $677K
CPC Advisors, LLC 0.08% Add +1.8% 7,965 $675K
Ironwood Financial, llc 0.14% No change 7,225 $675K
Accredited Investor Services, LLC 0.51% Add +2.6% 7,930 $673K
Argyle Capital Partners, LLC 0.55% Reduce -9.6% 7,893 $669K
Windsor Advisory Group, LLC 0.95% No change 7,861 $667K
Nicholas Hoffman & Company, LLC. 0.02% Add +0.8% 7,846 $665K
Quadrant Private Wealth Management, LLC 0.14% Add +1.4% 7,843 $665K
Williams Jones Wealth Management, LLC. 0.01% Reduce -12.0% 7,825 $664K
Kanawha Capital Management LLC 0.05% Reduce -0.6% 7,811 $662K
Spinnaker Trust 0.04% No change 7,803 $662K
Global Assets Advisory, LLC 0.26% Reduce -58.6% 7,743 $662K
Insight Advisors, LLC/ PA 0.11% Add +6.6% 7,783 $660K
Onyx Bridge Wealth Group LLC 0.09% Reduce -4.3% 7,742 $657K
SYM FINANCIAL Corp 0.07% Add +0.1% 7,740 $656K
Essex Financial Services, Inc. 0.04% Reduce -9.4% 7,728 $655K
Qube Research & Technologies Ltd 0.00% Reduce -97.4% 7,662 $650K
Gries Financial LLC 0.12% Reduce -36.5% 7,654 $649K
Ballew Advisors, Inc 0.39% Reduce -22.1% 7,455 $649K
Wealthspire Retirement, LLC 0.04% Add +0.8% 7,622 $646K
First Citizens Bank & Trust Co. 0.01% Reduce -10.4% 7,603 $645K
FAS Wealth Partners, Inc. 0.05% Reduce -0.9% 7,592 $644K
Rehmann Capital Advisory Group 0.04% Reduce -22.6% 7,587 $643K
Atlas Legacy Advisors, LLC 0.14% Add +58.2% 7,587 $643K
Granite FO LLC 0.36% No change 7,570 $642K
Covey Capital Advisors, LLC 0.69% Reduce -22.2% 7,571 $642K
One Charles Private Wealth Services, LLC 0.18% Add +37.9% 7,538 $639K
Fulton Bank, N.A. 0.02% Reduce -1.6% 7,533 $639K
Beacon Financial Advisory LLC 0.16% Reduce -18.9% 7,516 $637K
Sterling Investment Counsel, LLC 0.37% Reduce -58.6% 7,516 $637K
KG Capital Management 0.19% Reduce -1.9% 7,513 $637K
River Street Advisors LLC 0.27% Add +12.1% 7,499 $636K
TCFG Wealth Management, LLC 0.29% New 7,490 $635K
KMG Fiduciary Partners, LLC 0.05% Add +0.0% 7,486 $635K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -11.9% 7,480 $634K
Soltis Investment Advisors LLC 0.05% Add +3.5% 7,468 $633K
GeoWealth Management, LLC 0.02% Reduce -72.0% 7,419 $629K
Adirondack Trust Co. 0.23% Reduce -5.3% 7,412 $629K
Empower Advisory Group, LLC 0.00% Reduce -9.9% 7,408 $628K
Schneider Downs Wealth Management Advisors, LP 0.09% Add +170.1% 7,407 $628K
Lanark Financial, Inc. 0.05% Reduce -2.3% 7,414 $628K
Bay Capital Advisors, LLC 0.48% Reduce -6.3% 7,403 $628K
Cornerstone Planning Group LLC 0.13% Add +9.0% 7,330 $627K
Stark Wealth Management LLC 0.89% New 7,634 $624K
Diligent Investors, LLC 0.15% Reduce -5.8% 7,347 $623K
Allie Family Office LLC 0.31% Add +8.5% 7,306 $620K
Van Den Berg Management I, Inc. 0.18% Reduce -3.8% 7,305 $620K
HB Wealth Management, LLC 0.01% Reduce -49.4% 7,296 $619K
Grove Bank & Trust 0.08% Reduce -74.3% 7,272 $617K
Courier Capital LLC 0.04% Reduce -76.2% 7,272 $617K
Denver Wealth Management, Inc. 0.25% Add +6.9% 7,262 $616K
Sloy Dahl & Holst, LLC 0.09% Add +0.8% 7,254 $615K
Moloney Securities Asset Management, LLC 0.08% Add +1.6% 7,206 $611K
Interchange Capital Partners, LLC 0.14% Reduce -2.2% 7,201 $611K
Cassaday & Co Wealth Management LLC 0.02% Add +26.5% 7,195 $610K
Baldwin Wealth Partners LLC 0.04% Reduce -34.6% 7,185 $609K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +0.2% 7,171 $608K
Patriot Investment Management Group, Inc. 0.04% New 7,158 $607K
Intrua Financial, LLC 0.09% Add +0.8% 7,131 $605K
Astoria Portfolio Advisors LLC. 0.17% Add +28.1% 6,909 $604K
Peoples Financial Services Corp. 0.30% Reduce -30.6% 7,121 $604K
Compagnie Lombard Odier SCmA 0.01% Add +16.4% 7,107 $603K
RiverGlades Family Offices LLC 0.39% Add +3.7% 7,083 $601K
Vienna Asset Management LLC 0.41% New 7,081 $601K
CHICAGO TRUST Co NA 0.09% Add +12.5% 7,058 $599K
Roberts Wealth Advisors, LLC 0.17% Add +0.9% 7,055 $598K
Tandem Wealth Advisors LLC 0.30% Add +5.7% 7,052 $598K
Victory Financial Group, LLC 0.09% Reduce -7.5% 7,042 $597K
Redwood Financial Network Corp 0.40% Add +0.8% 7,022 $596K
Stonegate Investment Group, LLC 0.01% New 7,000 $594K
Factor Wealth Management LTD 0.16% Add +0.0% 7,000 $594K
Sovereign Financial Group, Inc. 0.12% Add +5.3% 6,974 $591K
Empire Financial Management Company, LLC 0.17% Add +6.1% 6,935 $588K
First National Bank of Hutchinson 0.36% No change 6,907 $586K
Sava Infond d.o.o. 0.09% Reduce -9.2% 6,900 $585K
Sound View Wealth Advisors Group, LLC 0.04% Add +0.9% 6,892 $585K
Stock Yards Bank & Trust Co. 0.02% Add +7.7% 6,879 $583K
Investment Management Corp. /Va/ 0.53% New 6,860 $582K
Moneta Group Investment Advisors LLC 0.01% Reduce -10.0% 6,843 $580K
Golden State Wealth Management, LLC 0.07% Reduce -17.7% 6,831 $579K
Client 1ST Advisory Group, LLC 0.21% Add +2.3% 6,819 $578K
TD Asset Management Inc 0.00% Reduce -99.3% 6,818 $578K
Smith Anglin Financial, LLC 0.05% Reduce -2.8% 6,808 $577K
Burford Brothers, Inc. 0.26% Reduce -16.5% 6,805 $577K
Brick & Kyle, Associates 0.26% Add +0.4% 6,673 $572K
Aries Wealth Management 0.15% Reduce -18.9% 6,744 $572K
Brown Brothers Harriman & Co. 0.00% Add +60.9% 6,738 $571K
Maridea Wealth Management LLC 0.15% Reduce -77.1% 6,734 $571K
OneAscent Financial Services LLC 0.04% Reduce -1.1% 6,673 $569K
Promus Capital, LLC 0.37% Add +75.9% 6,702 $568K
Resources Management Corp. /CT/ 0.08% Reduce -9.4% 6,696 $568K
Spreng Capital Management, Inc. 0.24% Reduce -1.3% 6,629 $562K
HBK Sorce Advisory LLC 0.02% Reduce -4.9% 6,627 $562K
Lodestar Private Asset Management LLC 0.06% Reduce -6.0% 6,623 $562K
True Vision MN LLC 0.31% Reduce -3.4% 6,609 $561K
Mathes Company, Inc. 0.21% No change 6,600 $560K
HUB Investment Partners, LLC 0.02% Reduce -2.3% 6,595 $559K
SeaBridge Investment Advisors LLC 0.10% Reduce -14.0% 6,590 $559K
City Center Advisors, LLC 0.60% Reduce -45.5% 6,583 $558K
Venture Visionary Partners LLC 0.02% Reduce -50.8% 6,566 $557K
Berger Financial Group, Inc 0.04% Reduce -6.8% 6,558 $556K
Cowa, LLC 0.21% Add +0.1% 6,558 $556K
Keystone Global Partners, LLC 0.30% Reduce -63.4% 6,536 $554K
Mason & Associates Inc 0.13% No change 6,512 $552K
BBR Partners, LLC 0.03% Reduce -2.4% 6,448 $547K
Royal Fund Management, LLC 0.06% Reduce -14.9% 6,440 $546K
TCTC Holdings, LLC 0.02% Add +8.5% 6,405 $543K
IPG Investment Advisors LLC 0.11% Reduce -9.9% 6,368 $540K
Flywheel Private Wealth LLC 0.43% Reduce -8.4% 6,367 $540K
LRI Investments, LLC 0.05% No change 6,364 $540K
Sageworth Trust Co 0.03% No change 6,347 $538K
Narwhal Capital Management 0.04% Reduce -44.3% 6,321 $536K
Dai-ichi Life Holdings, Inc. 0.63% Reduce -80.7% 6,300 $536K
NorthRock Partners, LLC 0.01% Reduce -7.9% 6,302 $534K
Sagespring Wealth Partners, LLC 0.01% Reduce -11.9% 6,289 $533K
Aurora Private Wealth, Inc. 0.39% Reduce -2.2% 6,288 $533K
GM Advisory Group, LLC 0.03% Reduce -23.9% 6,283 $533K
Tradewinds Capital Management, LLC 0.13% Add +1.1% 6,273 $532K
Great Lakes Advisors, LLC 0.00% Reduce -1.1% 6,272 $532K
Norden Group LLC 0.06% Reduce -6.8% 6,272 $532K
GLOBALT Investments LLC / GA 0.02% Reduce -10.6% 6,260 $531K
Glenview Trust Co 0.01% Reduce -7.8% 6,251 $530K
Lodestone Wealth Management LLC 0.26% Add +10.7% 6,244 $530K
Firestone Capital Management 0.12% Add +5.6% 6,225 $528K
Compound Planning, Inc. 0.02% Add +3.1% 6,203 $526K
Westover Capital Advisors, LLC 0.11% Reduce -0.2% 6,200 $526K
Resurgent Financial Advisors LLC 0.29% Add +23.0% 6,181 $524K
Welch Group, LLC 0.02% Add +7.1% 6,173 $524K
Private Client Services, LLC 0.20% Add +23.1% 6,170 $523K
American National Bank & Trust 0.05% Reduce -13.9% 6,151 $522K
Weaver Consulting Group 0.14% Add +1.9% 6,144 $521K
Prudential PLC 0.00% Reduce -14.4% 6,140 $521K
Blackston Financial Advisory Group, LLC 0.33% Reduce -3.5% 6,135 $520K
Sequent Asset Management, LLC 0.41% No change 6,122 $519K
Magnolia Capital Advisors LLC 0.13% Add +2.5% 6,119 $519K
Cyndeo Wealth Partners, LLC 0.03% Reduce -4.0% 6,119 $519K
Cascades Capital Asset Management, LLC 0.27% Reduce -23.2% 6,085 $516K
Milestone Asset Management, LLC 0.11% Reduce -11.2% 6,073 $515K
Redwood Wealth Management Group, LLC 0.23% Reduce -2.4% 6,068 $515K
Turim 21 Investimentos Ltda. 0.10% Add +1404.8% 6,019 $510K
Berkshire Asset Management LLC 0.02% No change 6,014 $510K
Bank of Marin 0.39% New 6,007 $509K
Legacy Capital Wealth Partners, LLC 0.12% Add +1.8% 6,002 $509K
Financial Management Network Inc. 0.09% Add +0.4% 5,829 $507K
Unique Wealth Strategies, LLC 0.21% Add +5.4% 5,976 $507K
Pathway Financial Advisors LLC 0.07% Reduce -34.0% 5,975 $507K
Tyche Wealth Partners LLC 0.10% Add +71.3% 5,973 $507K
LCNB Corp. 0.18% Add +0.1% 5,959 $505K
Eisler Capital Management Ltd. 0.02% New 5,956 $505K
Naples Global Advisors, LLC 0.04% No change 5,950 $505K
Modera Wealth Management, LLC 0.01% Add +2.8% 5,944 $504K
Pacific Sun Financial Corp 0.26% Add +15.5% 5,924 $502K
Optimum Investment Advisors 0.22% Add +2.0% 5,879 $499K
Lake Street Private Wealth, LLC 0.07% Reduce -3.8% 5,870 $498K
SMART Wealth LLC 0.16% Reduce -87.4% 5,865 $497K
First Citizens Financial Corp 0.27% Add +55.3% 5,858 $497K
TCP Asset Management, LLC 0.10% Reduce -0.2% 5,837 $495K
Prelude Capital Management, LLC 0.05% Add +20.7% 5,812 $493K
Summit X, LLC 0.09% Reduce -0.6% 5,811 $493K
Obermeyer Wealth Partners 0.02% Add +4.3% 5,806 $492K
Donald L. Hagan, LLC 0.25% Add +8.3% 5,798 $492K
North Star Investment Management Corp. 0.03% Reduce -33.9% 5,791 $491K
Objective Capital Management, LLC 0.55% Add +19.6% 5,786 $491K
Sage Mountain Advisors LLC 0.03% Reduce -5.1% 5,772 $490K
Nixon Peabody Trust Co. 0.04% Reduce -4.2% 5,750 $488K
Resolute Wealth Strategies, LLC 0.26% Reduce -2.5% 5,737 $487K
Hudson Value Partners, LLC 0.17% Reduce -4.1% 5,735 $486K
Fermata Advisors, LLC 0.13% Reduce -40.7% 5,726 $486K
10Elms LLP 0.54% Reduce -1.4% 5,712 $484K
Lifeworks Advisors, LLC 0.07% Reduce -11.5% 5,701 $483K
1ST Source Bank 0.03% Reduce -16.2% 5,689 $482K
Disciplined Investments, LLC 0.20% Reduce -2.3% 5,683 $482K
First Command Advisory Services, Inc. 0.00% Add +65.5% 5,664 $480K
Quattro Financial Advisors LLC 0.17% Reduce -8.0% 5,658 $480K
Wulff, Hansen & Co. 0.41% No change 5,650 $479K
Selective Wealth Management, Inc. 0.17% Reduce -2.3% 5,440 $479K
GEM Asset Management, LLC 0.25% Add +0.8% 5,557 $479K
Cahill Financial Advisors Inc. 0.06% Reduce -26.9% 5,645 $479K
Rossby Financial, LCC 0.18% Add +4.5% 5,635 $478K
Kapstone Financial Advisors LLC 0.24% Reduce -29.2% 5,632 $478K
Palumbo Wealth Management LLC 0.15% Reduce -2.2% 5,614 $476K
MBL Wealth, LLC 0.05% Reduce -19.7% 5,600 $475K
McCollum Christoferson Group LLC 0.14% Reduce -1.8% 5,535 $469K
Peak Asset Management, LLC 0.09% No change 5,531 $469K
Lion Street Advisors, LLC 0.14% Reduce -1.3% 5,514 $468K
Chase Investment Counsel Corp. 0.15% New 5,513 $467K
Lighthouse Financial LLC 0.36% No change 5,500 $466K
Bramshill Investments, LLC 0.05% Add +10.0% 5,500 $466K
Lighthouse Wealth Management Inc. 0.40% Reduce -1.9% 5,493 $466K
Finivi Inc. 0.31% Reduce -5.1% 5,476 $464K
Court Place Advisors, LLC 0.15% Reduce -2.0% 5,475 $464K
Wealthcare Capital Partners, LLC 0.23% Add +1.0% 5,428 $460K
RPG Investment Advisory, LLC 0.06% Reduce -51.7% 5,419 $460K
Tsfg, LLC 0.08% Reduce -5.6% 5,390 $457K
Northwest Bancshares, Inc. 0.08% Reduce -5.4% 5,383 $457K
Signaturefd, LLC 0.01% Reduce -7.6% 5,381 $456K
Savvy Advisors, Inc. 0.03% Add +35.4% 5,379 $456K
Obsidian Cio, LLC 0.07% Reduce -4.5% 5,354 $454K
Roxbury Financial LLC 0.44% Reduce -28.3% 5,346 $453K
Beaumont Financial Advisors, LLC 0.03% Reduce -0.5% 5,331 $452K
American Institute for Advanced Investment Management, LLP 0.32% Reduce -9.7% 5,310 $450K
Saxon Interests, Inc. 0.21% No change 4,796 $448K
Mascagni Wealth Management, Inc. 0.38% Reduce -6.5% 5,263 $446K
Seelaus Asset Management LLC 0.40% Reduce -21.5% 5,241 $444K
Rovin Capital /Ut/ 0.13% Reduce -20.3% 5,240 $444K
Next Level Private LLC 0.14% Add +0.8% 5,228 $443K
Argent Trust Co 0.02% Reduce -2.6% 5,220 $443K
Holderness Investments Co. 0.10% Add +0.9% 5,212 $442K
D.B. Root & Company, LLC 0.13% Reduce -17.6% 5,209 $442K
Leavell Investment Management, Inc. 0.02% Add +13.6% 5,207 $442K
Beese Fulmer Investment Management, Inc. 0.03% Reduce -27.8% 5,201 $441K
Boreal Capital Management LLC 0.42% — 5,180 $439K
Lewis Asset Management, LLC 0.21% Add +6.7% 5,176 $439K
Schmidt P J Investment Management Inc. 0.08% Reduce -32.3% 5,174 $439K
Laird Norton Wetherby Wealth Management, LLC 0.02% — 5,165 $438K
Gallagher Fiduciary Advisors, LLC 0.02% Add +0.3% 5,162 $438K
Renaissance Technologies 0.00% Reduce -95.7% 5,161 $438K
Eastern Bank 0.01% Add +0.8% 5,142 $436K
Ameriflex Group, Inc. 0.23% Reduce -65.1% 5,084 $436K
PSI Advisors, LLC 0.22% Reduce -13.1% 5,140 $436K
Creekside Partners 0.21% No change 5,131 $435K
Towerpoint Wealth, LLC 0.19% Reduce -0.2% 5,123 $434K
Litman Gregory Wealth Management LLC 0.03% No change 5,085 $431K
Debussy Capital Management LP 0.06% Add +5.3% 5,078 $431K
Fourpath Capital Management, LLC 0.07% Add +6.8% 5,054 $429K
Cape Ann Savings Bank 0.26% Add +0.8% 5,047 $428K
Allegheny Financial Group 0.10% Add +6.4% 5,046 $428K
Secure Asset Management, LLC 0.08% Add +16.4% 5,045 $428K
Tidemark, LLC 0.14% Reduce -1.2% 5,032 $427K
Fort Sheridan Advisors LLC 0.06% No change 5,016 $425K
Guardian Asset Advisors, LLC 0.24% Reduce -9.9% 4,991 $423K
Madison Wealth Partners, Inc 0.09% New 4,967 $421K
Grandview Asset Management LLC 0.13% Add +6.7% 4,961 $421K
1834 Investment Advisors Co. 0.05% Reduce -5.6% 4,944 $419K
Mma Asset Management LLC 0.16% Reduce -2.5% 4,933 $418K
Lumbard & Kellner, LLC 0.18% New 4,900 $416K
Coordinated Financial Services, Inc. 0.29% — 4,900 $416K
NWF Advisory Services Inc. 0.05% Reduce -89.1% 4,897 $415K
2UniFi Bank 0.24% Add +6.2% 4,887 $414K
Pennsylvania Capital Management Inc. 0.13% Reduce -21.2% 4,884 $414K
Silvercrest Asset Management Group LLC 0.00% Add +14.2% 4,874 $413K
Buck Wealth Strategies, LLC 0.06% Add +37.4% 4,838 $410K
Financial Partners Group, LLC 0.15% Reduce -67.9% 4,808 $408K
Legacy Private Trust Co. 0.03% New 4,794 $407K
waypoint wealth counsel 0.20% Add +0.2% 4,783 $406K
Composition Wealth, LLC 0.01% Reduce -13.8% 4,777 $405K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Reduce -10.8% 4,771 $405K
Princeton Global Asset Management LLC 0.07% No change 4,750 $403K
German American Bancorp, Inc. 0.04% Reduce -9.1% 4,749 $403K
Kane Investment Management, Inc. 0.21% Reduce -19.0% 4,747 $403K
Shulman DeMeo Asset Management LLC 0.10% Reduce -0.8% 4,736 $402K
Gallacher Capital Management LLC 0.19% New 4,730 $401K
Strategic Wealth Partners, Ltd. 0.03% — 4,729 $401K
City Holding Co. 0.05% Add +1.9% 4,725 $401K
Mayfair Advisory Group, LLC 0.19% Reduce -4.0% 4,715 $400K
CTC LLC 0.03% Reduce -86.7% 4,695 $398K
Zacks Investment Management 0.00% Add +59.8% 4,691 $398K
Per Stirling Capital Management, LLC. 0.05% Reduce -80.7% 4,676 $397K
Investor's Fiduciary Advisor Network, LLC 0.15% Add +13.2% 4,671 $396K
Promethium Advisors,llc 0.24% No change 4,655 $395K
Encompass More Asset Management 0.09% Add +4.4% 4,650 $394K
Ritholtz Wealth Management 0.01% Reduce -3.9% 4,638 $393K
Hanover Advisors Inc. 0.16% Add +2.7% 4,605 $391K
Strata Wealth Advisors, LLC 0.11% No change 4,601 $390K
Pinnacle Bancorp, Inc. 0.12% No change 4,599 $390K
Alexander Labrunerie & Co., Inc. 0.16% Add +4.1% 4,594 $390K
Legacy Capital Group California, Inc. 0.11% Add +0.7% 4,588 $389K
PCG Wealth Advisors, LLC 0.20% Add +11.8% 4,584 $389K
Central Bank & Trust Co. 0.06% Reduce -6.7% 4,583 $389K
J. Safra Sarasin Holding AG 0.01% No change 4,575 $388K
Novem Group 0.05% Reduce -4.1% 4,565 $387K
Steel Grove Capital Advisors, LLC 0.05% Add +2.2% 4,565 $387K
Watershed Private Wealth LLC 0.14% No change 4,560 $387K
Gradient Capital Advisors, LLC 0.11% Add +35.6% 4,558 $387K
Shoker Investment Counsel, Inc. 0.12% Add +0.1% 4,555 $386K
Eagle Global Advisors LLC 0.02% Reduce -8.7% 4,555 $386K
Asset Management One Co., Ltd. 0.00% Add +26652.9% 4,548 $386K
Cresta Advisors, Ltd. 0.19% No change 4,534 $385K
Calamos Wealth Management LLC 0.02% Add +1.6% 4,531 $384K
Shepherd Financial Partners LLC 0.04% Reduce -15.4% 4,510 $383K
Signet Financial Management, LLC 0.05% Add +1.1% 4,504 $382K
New England Private Wealth Advisors LLC 0.06% Reduce -18.4% 4,348 $381K
Plimoth Trust Co. LLC 0.09% Reduce -5.0% 4,474 $379K
Estate Counselors, LLC 0.04% Reduce -2.1% 4,465 $379K
Gryphon Financial Partners LLC 0.05% Add +45.8% 4,460 $378K
SlateStone Wealth, LLC 0.04% No change 4,452 $378K
Advance Capital Management, Inc. 0.02% Reduce -15.5% 4,450 $377K
Clear Creek Financial Management, LLC 0.04% Reduce -80.2% 4,442 $377K
Bristlecone Advisors, LLC 0.03% Reduce -22.7% 4,439 $376K
Campion Asset Management 0.28% Reduce -2.8% 4,407 $374K
Measured Risk Portfolios, Inc. 0.42% Reduce -7.9% 4,399 $373K
Key Client Fiduciary Advisors, LLC 0.15% Add +1.3% 4,387 $372K
Annex Advisory Services, LLC 0.01% Reduce -3.0% 4,375 $371K
Auour Investments LLC 0.13% Add +5.0% 4,365 $370K
Americana Partners, LLC 0.01% Add +4.2% 4,356 $370K
Hengehold Capital Management LLC 0.03% Add +0.9% 4,351 $369K
Ulland Investment Advisors, LLC 0.30% Reduce -11.8% 4,350 $369K
Advisor Resource Council 0.18% Reduce -96.5% 4,335 $368K
LJI Wealth Management, LLC 0.06% Add +19.7% 4,291 $364K
Affinity Capital Advisors, LLC 0.06% Reduce -53.8% 4,289 $364K
Old Mission Capital LLC 0.01% New 4,287 $364K
Mather Group, Llc. 0.00% Reduce -19.2% 4,274 $362K
Blue Zone Wealth Advisors, LLC 0.09% Reduce -2.2% 4,272 $362K
Auxano Advisors, LLC 0.08% Add +0.1% 4,248 $360K
VeraBank, N.A. 0.07% New 4,230 $359K
Arcus Capital Partners, LLC 0.15% Add +2.2% 4,216 $358K
Teamwork Financial Advisors, LLC 0.04% Reduce -4.1% 4,187 $356K
Circle Wealth Management, LLC 0.01% Reduce -51.7% 4,190 $355K
Carr Financial Group Corp 0.10% Reduce -28.3% 4,139 $351K
Tradition Wealth Management, LLC 0.03% Reduce -26.0% 4,123 $350K
WealthBridge Capital Management, LLC 0.09% Reduce -47.2% 4,107 $348K
Caldwell Trust Co 0.03% Add +2.6% 4,106 $348K
Arkos Global Advisors 0.05% Add +2.3% 4,102 $348K
Safeguard Investment Advisory Group, LLC 0.09% Add +5.0% 4,088 $347K
Medallion Wealth Advisors, LLC 0.13% Reduce -10.2% 4,053 $346K
FLC Capital Advisors 0.07% No change 4,065 $345K
QRG Capital Management, Inc. 0.00% Add +8.5% 4,057 $344K
Bruce G. Allen Investments, LLC 0.26% Reduce -8.5% 4,053 $344K
First American Trust, FSB 0.03% Reduce -14.7% 4,050 $343K
Bensler, LLC 0.04% Reduce -6.9% 4,029 $342K
WealthPLAN Partners, LLC 0.05% Add +28.8% 4,024 $341K
Kessler Investment Group, LLC 0.14% No change 4,024 $341K
Bank of Stockton 0.10% Reduce -4.3% 4,020 $341K
Wolff Wiese Magana LLC 0.21% No change 4,019 $341K
LFA - Lugano Financial Advisors SA 0.20% No change 4,018 $341K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -1.0% 4,010 $340K
Wakefield Asset Management LLLP 0.09% New 4,005 $340K
Olympiad Research LP 0.55% Reduce -15.8% 4,000 $339K
St Germain D J Co. Inc. 0.01% Add +3.0% 3,993 $339K
Flagstar Securities, Inc. 0.09% Reduce -63.5% 3,978 $337K
Pacific Center for Financial Services 0.09% Reduce -2.7% 3,971 $337K
Mason Investment Advisory Services, Inc. 0.02% Add +50.8% 3,961 $336K
Ally Invest Advisors Inc. 0.03% Add +5.2% 3,951 $335K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -8.8% 3,938 $334K
First National Corp. /Ma/ 0.07% Reduce -21.3% 3,926 $333K
M.E. Allison & Co., Inc. 0.27% Add +34.2% 3,925 $333K
Northwest Wealth Management, LLC 0.06% Add +0.0% 3,914 $332K
Momentum Wealth Planning, LLC 0.29% — 3,905 $331K
Global Financial Private Client, LLC 0.12% Add +0.6% 3,872 $328K
Magnolia Private Wealth, LLC 0.25% Reduce -16.3% 3,842 $326K
Searle & Co. 0.09% No change 3,818 $324K
Arrow Financial Corp 0.03% No change 3,817 $324K
Bartlett & Co. Wealth Management LLC 0.00% Add +11.8% 3,803 $323K
Banco BTG Pactual S.A. 0.07% Reduce -10.1% 3,776 $320K
Lazard Asset Management LLC 0.00% New 3,750 $318K
Raab & Moskowitz Asset Management LLC 0.08% Add +5.0% 3,743 $317K
Clarity Financial LLC 0.03% Add +66.5% 3,732 $316K
Thrive Capital Management, LLC 0.10% New 3,719 $315K
Iyo Bank, Ltd. 0.13% Reduce -66.7% 3,714 $315K
West Wealth Group, LLC 0.08% New 3,712 $314K
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.07% No change 3,703 $314K
Baltimore-Washington Financial Advisors, Inc. 0.01% Reduce -0.5% 3,705 $314K
Nikulski Financial, Inc. 0.09% Reduce -1.9% 3,696 $313K
Stratos Investment Management, LLC 0.01% Add +29.1% 3,693 $313K
Live Oak Investment Partners 0.24% Add +9.1% 3,692 $313K
Everett Harris & Co. 0.00% Reduce -48.8% 3,680 $312K
Blue Barn Wealth, LLC 0.15% Add +11.6% 3,107 $312K
Aventura Private Wealth, LLC 0.13% Add +0.1% 3,661 $310K
Wealth Alliance, LLC 0.03% Add +0.5% 3,654 $310K
Wealthgarden F.S. LLC 0.26% New 3,547 $309K
Leigh Baldwin & Co., LLC 0.20% Reduce -16.0% 3,623 $307K
Independent Advisor Alliance 0.01% New 3,592 $305K
Avantax Planning Partners, Inc. 0.01% Reduce -15.0% 3,591 $305K
Summit Wealth Partners, LLC 0.06% Add +2.4% 3,584 $304K
Coldstream Capital Management Inc. 0.01% Reduce -8.2% 3,582 $304K
MKT Advisors LLC 0.12% No change 3,540 $303K
Farmers & Merchants Investments Inc. 0.01% No change 3,561 $302K
Alteri Wealth LLC 0.12% Reduce -13.4% 3,558 $302K
Pure Portfolios Holdings LLC 0.10% Reduce -27.6% 3,542 $300K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +2.5% 3,534 $300K
Successful Portfolios LLC 0.18% No change 3,520 $299K
Comprehensive Financial Consultants Institutional, Inc. 0.10% No change 3,516 $298K
Fort Washington Investment Advisors Inc. 0.00% Reduce -12.5% 3,500 $297K
WealthPlan Investment Management, LLC 0.02% New 3,489 $296K
FRG Family Wealth Advisors LLC 0.05% No change 3,480 $295K
Beacon Capital Management, LLC 0.04% Reduce -3.2% 3,478 $295K
Doliver Advisors, LP 0.08% Reduce -0.3% 3,470 $294K
Centennial Wealth Advisory LLC 0.09% Add +5.6% 3,439 $294K
Laraway Financial Advisors Inc 0.22% Reduce -3.4% 3,455 $293K
Strategic Blueprint, LLC 0.01% Reduce -2.2% 3,452 $293K
Sonata Capital Group Inc. 0.12% Add +0.4% 3,445 $292K
Grantvest Financial Group LLC 0.21% Reduce -10.7% 3,409 $289K
Capital Asset Advisory Services LLC 0.01% Reduce -5.7% 3,379 $289K
SVB Wealth LLC 0.02% Add +30.4% 3,405 $289K
Evanson Asset Management, LLC 0.02% Add +1.7% 3,401 $288K
Assetmark, Inc. 0.00% Reduce -96.8% 3,400 $288K
PKS Advisory Services, LLC 0.07% Reduce -69.1% 3,400 $288K
Global View Capital Management LLC 0.09% Reduce -53.3% 3,400 $288K
Retirement Guys Formula LLC 0.11% Reduce -0.9% 3,353 $288K
Accurate Wealth Management, LLC 0.04% Reduce -5.5% 3,250 $288K
Howard Financial Services, LTD. 0.04% Add +4.3% 3,383 $287K
Ahl Investment Management, Inc. 0.19% No change 3,382 $287K
Orrstown Financial Services Inc. 0.06% Add +25.3% 3,370 $286K
Traynor Capital Management, Inc. 0.02% New 3,313 $283K
Corsair Capital Management, L.P. 0.05% No change 3,337 $283K
Prosperity Financial Group, Inc. 0.12% Reduce -21.0% 3,328 $282K
Cullen Capital Management, LLC 0.00% Add +22.7% 3,325 $282K
Newman Dignan & Sheerar, Inc. 0.06% Reduce -0.9% 3,319 $281K
Evelyn Partners Investment Management (Europe) Ltd 0.10% No change 3,312 $281K
Apex Wealth Management, LLC 0.23% Reduce -2.5% 3,307 $280K
Veltria Advisors Corp. 0.19% Reduce -4.6% 3,300 $280K
Flputnam Investment Management Co. 0.00% Reduce -1.9% 3,297 $280K
Verition Fund Management LLC 0.00% Reduce -65.1% 3,279 $278K
Apella Capital, LLC 0.01% Add +20.0% 3,216 $277K
World Equity Group, Inc. 0.08% Add +9.8% 3,251 $276K
Legacy Financial Group, Inc. 0.08% Reduce -1.9% 3,252 $276K
Strategies Wealth Advisors, LLC 0.03% Reduce -8.9% 3,247 $275K
Fox Hill Wealth Management 0.14% Add +0.6% 3,237 $275K
Cooper Financial Group 0.03% Reduce -52.6% 3,216 $273K
Pinnacle Family Advisors, LLC 0.13% New 3,215 $273K
First Financial Bank - Trust Division 0.02% New 3,201 $271K
Future Financial Wealth Managment LLC 0.18% Reduce -3.5% 3,195 $271K
Whitener Capital Management, Inc. 0.07% Add +14.4% 3,195 $271K
Coastwise Capital Group, LLC 0.21% Add +0.7% 3,182 $270K
Financial Perspectives, Inc 0.08% Reduce -0.5% 3,174 $269K
Octavia Wealth Advisors, LLC 0.03% Reduce -12.9% 3,172 $269K
TradeWell Securities, LLC. 0.13% Reduce -8.3% 3,172 $269K
Horrell Capital Management, Inc. 0.11% Reduce -0.1% 3,158 $268K
Fulcrum Equity Management 0.27% No change 3,149 $267K
Beacon Bank & Trust 0.06% Add +6.0% 3,142 $266K
Private Wealth Group, LLC 0.14% No change 3,141 $266K
Mirabaud & Cie SA 0.08% No change 3,140 $266K
Viewpoint Capital Management LLC 0.13% No change 3,120 $265K
Western Pacific Wealth Management, LP 0.25% No change 3,100 $263K
Icon Wealth Advisors, LLC 0.02% Add +0.7% 3,085 $262K
Summit Financial Strategies, Inc. 0.02% Add +7.0% 3,084 $262K
Wealthspan Partners, LLC 0.11% Reduce -9.2% 3,079 $261K
Anchor Investment Management, LLC 0.02% Add +1.0% 3,070 $260K
Southland Equity Partners LLC 0.06% Reduce -18.4% 3,062 $260K
Copia Wealth Management 0.22% Reduce -7.2% 3,051 $259K
Advisors Capital Management, LLC 0.00% Reduce -9.7% 3,039 $258K
AtlasMark Financial, Inc 0.20% No change 3,025 $257K
Arbor Investment Advisors, LLC 0.03% Add +5.5% 3,024 $256K
Napa Wealth Management 0.12% Reduce -56.6% 3,023 $256K
LM Advisors LLC 0.03% No change 3,020 $256K
Wetzel Investment Advisors, Inc. 0.12% Reduce -8.3% 3,018 $256K
Exchange Traded Concepts, LLC 0.00% Reduce -99.6% 3,012 $255K
Latitude Advisors, LLC 0.13% Reduce -20.0% 3,002 $255K
Black Maple Capital Management LP 0.18% Reduce -45.5% 3,000 $254K
Heritage Trust Co 0.03% No change 3,000 $254K
ICONIQ Capital, LLC 0.00% Add +0.8% 2,975 $252K
CVFG LLC 0.20% Add +0.6% 2,971 $252K
ARS Wealth Advisors Group, LLC 0.03% Reduce -6.3% 2,960 $251K
WJ Wealth Management, LLC 0.08% Reduce -75.7% 2,950 $250K
Eldridge Investment Advisors, Inc. 0.05% No change 2,935 $249K
Atala Financial Inc 0.17% Reduce -40.5% 2,925 $248K
Mirador Capital Partners LP 0.04% Reduce -3.2% 2,923 $248K
Roman Butler Fullerton & Co. 0.07% Reduce -8.0% 2,842 $248K
Columbia Bank 0.08% New 2,788 $247K
Cadent Capital Advisors, LLC 0.08% Add +0.4% 2,908 $247K
Fortress Private Ledger, LLC 0.11% Reduce -10.0% 2,907 $247K
GGM Financial LLC 0.14% Add +0.8% 2,894 $245K
BCS Wealth Management 0.05% Add +3.7% 2,861 $243K
Wealth Management Associates, Inc. 0.09% Add +14.9% 2,856 $242K
Means Investment Co., Inc. 0.02% Reduce -13.3% 2,853 $242K
Westmount Partners, LLC 0.07% Reduce -12.0% 2,850 $242K
Cornerstone Advisory, LLC 0.03% New 2,847 $241K
Childress Capital Advisors, LLC 0.06% Reduce -15.7% 2,847 $241K
Advisory Resource Group 0.05% Add +0.2% 2,846 $241K
Indiana Trust & Investment Management Co 0.08% Add +9.4% 2,843 $241K
Investment Advisory Group, LLC 0.07% Add +3.5% 2,841 $241K
Uptown Financial Advisors LLC 0.22% Add +0.6% 2,816 $241K
Centiva Capital, LP 0.02% New 2,840 $241K
Provident Wealth Management, LLC 0.08% Reduce -10.0% 2,839 $241K
American Financial Advisors, LLC 0.03% Reduce -6.2% 2,809 $238K
Sonora Investment Management Group, LLC 0.02% Add +1.8% 2,805 $238K
NCM Capital Management, LLC 0.10% Reduce -3.4% 2,791 $237K
Occidental Asset Management, LLC 0.03% Reduce -7.8% 2,787 $236K
Tounjian Advisory Partners, LLC 0.05% Reduce -1.4% 2,530 $236K
Nicolet Advisory Services, LLC 0.02% New 2,754 $236K
Trust Co. of Toledo NA 0.03% New 2,779 $236K
Charter Oak Capital Management, LLC 0.02% Reduce -11.8% 2,778 $236K
Pursue Wealth Partners LLC 0.13% No change 2,777 $236K
Sprinkle Financial Consultants LLC 0.14% Add +10.5% 2,775 $235K
MBA Advisors LLC 0.11% Add +0.5% 2,771 $235K
Briaud Financial Planning Inc 0.09% Add +12.5% 2,779 $235K
Valtinson Bruner Financial Planning LLC 0.07% Add +0.9% 2,770 $235K
Cura Wealth Advisors, LLC 0.11% No change 2,769 $235K
Alexander Randolph Advisory, Inc. 0.21% No change 2,765 $235K
Cordgrass Capital Advisors, LLC 0.06% Add +14.1% 2,764 $234K
Comprehensive Wealth Management, LLC 0.19% New 2,755 $234K
Endeavor Private Wealth, Inc. 0.11% Reduce -29.1% 2,749 $233K
Syon Capital LLC 0.02% Reduce -13.9% 2,744 $233K
Well Done, LLC 0.04% No change 2,742 $233K
Tripletail Wealth Management, LLC 0.33% — 2,745 $232K
MBE Wealth Management, LLC 0.10% New 2,729 $231K
Garrison Point Advisors, LLC 0.11% Reduce -6.5% 2,720 $231K
Summit Trail Advisors, LLC 0.00% Reduce -4.3% 2,719 $231K
Strategic Family Wealth Counselors, L.L.C. 0.07% Add +7.9% 2,717 $230K
Poehling Capital Management, INC. 0.05% Reduce -22.6% 2,714 $230K
Exencial Wealth Advisors, LLC 0.01% Add +0.0% 2,714 $230K
Talon Private Wealth, LLC 0.03% Reduce -46.7% 2,711 $230K
Post Resch Tallon Group Inc. 0.22% Reduce -1.2% 2,705 $229K
Highland Capital Management, LLC 0.01% Reduce -4.4% 2,703 $229K
Heritage Investors Management Corp. 0.01% No change 2,700 $229K
Aaron Wealth Advisors LLC 0.02% No change 2,699 $229K
DT Investment Partners, LLC 0.02% Reduce -9.5% 2,698 $229K
My Personal CFO, LLC 0.10% Add +0.4% 2,695 $229K
Marks Group Wealth Management, Inc 0.02% No change 2,677 $227K
Winthrop Advisory Group LLC 0.02% Reduce -41.9% 2,676 $227K
ELCO Management Co., LLC 0.12% No change 2,650 $225K
TruWealth Advisors, LLC 0.01% Reduce -2.6% 2,635 $223K
Wealthedge Investment Advisors, LLC 0.09% Add +0.7% 2,633 $223K
Pure Financial Advisors, LLC 0.00% New 2,634 $223K
Commonwealth Financial Services, LLC 0.04% Add +9.6% 2,627 $223K
Flagship Private Wealth, LLC 0.09% Reduce -5.3% 2,624 $223K
Northwest Financial Advisors 0.31% Reduce -52.3% 2,619 $222K
Chapin Davis, Inc. 0.06% Add +0.2% 2,616 $222K
Disciplined Investors, L.L.C. 0.17% Reduce -16.6% 2,614 $222K
NBW Capital LLC 0.05% Add +2.9% 2,614 $222K
Nicolet Bankshares Inc. 0.04% Add +8.1% 2,605 $221K
Manhattan West Asset Management, LLC 0.05% Reduce -41.8% 2,598 $220K
Diversify Wealth Management, LLC 0.01% Add +6.9% 2,602 $220K
Avestar Capital, LLC 0.02% Reduce -18.4% 2,577 $219K
Van Hulzen Asset Management, LLC 0.02% Reduce -5.2% 2,577 $219K
Orleans Capital Management Corp. 0.12% Reduce -25.4% 2,567 $218K
Griffin Asset Management, Inc. 0.03% New 2,565 $218K
Schonfeld Strategic Advisors LLC 0.00% Add +256000.0% 2,561 $217K
Sharkey, Howes & Javer 0.03% Reduce -10.0% 2,559 $217K
First Heartland Consultants, Inc. 0.02% Reduce -0.2% 2,556 $217K
Aull & Monroe Investment Management Corp 0.12% Reduce -13.5% 2,555 $217K
Iowa State Bank 0.04% No change 2,539 $215K
Magnolia Capital Management Ltd. 0.17% No change 2,535 $215K
Gotham Asset Management 0.00% No change 2,534 $215K
Curi Capital, LLC 0.00% Reduce -8.9% 2,531 $215K
Elevate Wealth Advisory, Inc. 0.15% Reduce -2.3% 2,525 $214K
Guyasuta Investment Advisors Inc. 0.01% Reduce -5.6% 2,524 $214K
Clifford Swan Investment Counsel LLC 0.01% Reduce -4.9% 2,521 $214K
Brave Asset Management Inc. 0.06% Reduce -30.7% 2,519 $214K
Natixis 0.00% No change 2,506 $213K
Basso Capital Management, L.P. 0.16% No change 2,505 $212K
DCF Advisers, LLC 0.10% Reduce -73.0% 2,500 $212K
Daiwa Securities Group Inc. 0.00% No change 2,500 $212K
Straight Path Wealth Management 0.07% Add +0.6% 2,491 $211K
JSF Financial, LLC 0.05% Add +0.5% 2,490 $211K
Adamsbrown Wealth Consultants LLC 0.06% Add +0.2% 2,482 $211K
Siligmueller & Norvid Wealth Advisors LLC 0.08% Reduce -8.9% 2,443 $210K
Stack Financial Management, Inc 0.02% Add +1.6% 2,473 $210K
BOK Financial Private Wealth, Inc. 0.01% Reduce -8.2% 2,473 $210K
Maia Wealth LLC 0.04% New 2,461 $209K
Rockwood Wealth Management, LLC 0.02% Reduce -14.3% 2,449 $208K
Evolution Wealth Management Inc. 0.26% — 2,444 $207K
Centerpoint Advisory Group 0.18% Reduce -19.7% 2,443 $207K
Curran Financial Partners, LLC 0.05% New 2,434 $206K
Pine Harbor Wealth Management, LLC 0.07% Reduce -12.4% 2,421 $205K
Anson Capital, Inc. 0.17% Add +0.9% 2,418 $205K
Collective Family Office LLC 0.05% Reduce -41.6% 2,410 $204K
Coppell Advisory Solutions LLC 0.02% New 2,390 $204K
Broyhill Asset Management, LLC 0.18% No change 2,400 $204K
Bluefin Capital Management, LLC 0.16% New 2,400 $204K
Summit Securities Group LLC 0.07% Reduce -65.2% 2,400 $204K
Arlington Trust Co LLC 0.04% No change 2,391 $203K
Oliver Luxxe Assets LLC 0.04% Reduce -3.4% 2,390 $203K
Iams Wealth Management, LLC 0.09% Reduce -62.8% 2,385 $202K
YANKCOM Partnership 0.10% No change 2,382 $202K
Sage Capital Management, LLC 0.10% Add +0.5% 2,379 $202K
Peterson Wealth Services 0.05% No change 2,296 $195K
Berkshire Money Management, Inc. 0.02% Add +0.4% 2,252 $191K
Mascoma Wealth Management LLC 0.04% Reduce -14.4% 2,249 $191K
Johnson Financial Group, Inc. 0.01% Reduce -2.3% 2,243 $190K
Country Trust Bank 0.00% No change 2,242 $190K
Kings Path Partners LLC 0.08% No change 2,225 $189K
Wormser Freres Gestion 0.11% Add +9.8% 2,195 $186K
Evermay Wealth Management LLC 0.02% Reduce -1.0% 2,190 $186K
Flagship Wealth Advisors, LLC 0.07% Reduce -0.9% 2,117 $180K
Bulwark Capital Corp 0.15% — 2,114 $179K
Russell Investments Group, Ltd. 0.00% Reduce -5.9% 2,088 $177K
Sound Income Strategies, LLC 0.01% Add +20.5% 2,008 $170K
Comprehensive Financial Planning, Inc. 0.13% Reduce -15.6% 2,002 $170K
Key Financial Inc 0.03% Add +5.3% 1,939 $164K
Wellington Shields & Co., LLC 0.05% Reduce -42.4% 1,900 $161K
Weaver Capital Management LLC 0.04% Add +0.1% 1,888 $160K
Realta Investment Advisors 0.06% Reduce -10.2% 1,886 $160K
Hara Capital LLC 0.10% No change 1,885 $160K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,879 $159K
Compass Financial Services Inc 0.08% Reduce -36.0% 1,853 $157K
Ssa Swiss Advisors AG 0.07% Reduce -15.4% 1,775 $154K
University of Texas/Texas Am Investment Management Co. 0.02% Reduce -13.4% 1,772 $150K
WFA of San Diego, LLC 0.11% — 1,750 $148K
Pin Oak Investment Advisors Inc. 0.12% Reduce -11.6% 1,574 $147K
Hantz Financial Services, Inc. 0.00% Add +597.5% 1,702 $144K
Covestor Ltd 0.08% Add +1380.7% 1,688 $143K
Garde Capital, Inc. 0.01% Add +46.0% 1,682 $143K
Crewe Advisors LLC 0.02% Reduce -40.8% 1,650 $140K
Missouri Trust & Investment Co 0.04% Add +19.7% 1,616 $137K
Park Square Financial Group, LLC 0.10% Reduce -25.6% 1,600 $136K
Smartleaf Asset Management LLC 0.01% Add +737.0% 1,582 $135K
Winch Advisory Services, LLC 0.03% Add +0.8% 1,575 $134K
Horizon Bancorp Inc. 0.06% Add +2.5% 1,521 $129K
Operose Advisors LLC 0.04% No change 1,520 $129K
Silver Oak Securities, Incorporated 0.01% New 1,518 $129K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,500 $127K
Global Wealth Strategies & Associates 0.04% Reduce -21.1% 1,491 $126K
Chilton Capital Management LLC 0.00% Reduce -15.3% 1,477 $125K
Principia Wealth Advisory, LLC 0.10% Add +14480.0% 1,458 $124K
Cranbrook Wealth Management, LLC 0.03% Add +33.7% 1,457 $124K
Delta Asset Management LLC 0.01% No change 1,455 $123K
West Paces Advisors Inc. 0.03% Add +17.4% 1,447 $123K
Webster Bank, N. A. 0.01% Reduce -34.8% 1,439 $122K
Wells Financial Advisors INC 0.16% No change 1,410 $120K
Perritt Capital Management Inc 0.06% Add +0.9% 1,403 $119K
Redmont Wealth Advisors LLC 0.17% Reduce -5.7% 1,395 $118K
Colonial Trust Advisors 0.01% Add +1.9% 1,370 $116K
Centennial Bank 0.05% Add +541.3% 1,366 $116K
Providence Capital Advisors, LLC 0.02% New 1,347 $114K
Centerpoint Advisors, LLC 0.04% No change 1,337 $113K
Phillips Financial Management, LLC 0.01% No change 1,314 $111K
Founders Capital Management 0.06% Add +0.2% 1,276 $108K
Addison Advisors LLC 0.03% Reduce -0.5% 1,271 $108K
Friedenthal Financial 0.06% No change 1,238 $105K
Bangor Savings Bank 0.01% Reduce -0.4% 1,207 $102K
Wellington Shields Capital Management, LLC 0.02% Reduce -38.7% 1,167 $99K
Barrett & Company, Inc. 0.04% Add +126.9% 1,164 $99K
Cheviot Value Management, LLC 0.01% No change 1,162 $99K
GAMMA Investing LLC 0.01% Reduce -25.0% 1,102 $93K
Howe & Rusling Inc. 0.01% Add +23.0% 1,084 $92K
Glassman Wealth Services 0.01% Add +5.6% 1,059 $90K
N.E.W. Advisory Services LLC 0.01% Reduce -61.5% 1,053 $89K
Abound Wealth Management 0.03% No change 1,052 $89K
C M Bidwell & Associates Ltd. 0.05% Reduce -28.6% 1,035 $88K
Nova Wealth Management, Inc. 0.06% Reduce -69.9% 1,029 $87K
Joseph Group Capital Management 0.03% Reduce -32.8% 1,023 $87K
MTM Investment Management, LLC 0.03% Add +0.5% 1,012 $86K
MGB Wealth Management, LLC 0.03% No change 1,000 $85K
CVA Family Office, LLC 0.01% Reduce -40.5% 991 $84K
Perkins Coie Trust Co 0.01% No change 971 $82K
Simplex Trading, LLC 0.00% New 967 $82K
Marathon Trading Investment Management LLC 0.05% Reduce -97.2% 950 $81K
Smithfield Trust Co 0.00% Add +57.3% 920 $78K
Biltmore Family Office, LLC 0.01% Reduce -28.0% 900 $76K
Hilltop National Bank 0.02% — 890 $75K
Raffa Wealth Management, LLC 0.01% No change 883 $75K
Ashton Thomas Securities, LLC 0.02% Add +5.0% 878 $74K
Quest 10 Wealth Builders, Inc. 0.07% Reduce -15.8% 877 $74K
Integrity Financial Corp 0.04% Add +8.0% 873 $74K
HighMark Wealth Management LLC 0.04% Add +0.1% 872 $74K
Pension & Wealth Management Advisors, Inc. 0.02% No change 870 $74K
Byrne Asset Management LLC 0.06% Add +19.2% 856 $73K
Aviso Financial Inc. 0.00% New 840 $71K
TD Capital Management LLC 0.01% No change 827 $70K
Brooklyn Investment Group 0.01% Add +625.4% 827 $70K
Riggs Asset Managment Co. Inc. 0.02% Reduce -12.1% 821 $70K
McIlrath & Eck, LLC 0.01% No change 808 $69K
North Capital, Inc. 0.06% Reduce -11.1% 800 $68K
Dunhill Financial, LLC 0.02% Add +163.1% 776 $66K
Gleason Group, Inc. 0.01% Reduce -3.4% 772 $65K
WFA Asset Management Corp 0.04% Reduce -17.4% 717 $65K
Duncker Streett & Co. Inc. 0.01% Reduce -43.8% 726 $62K
Heartland Advisors Inc. 0.00% New 715 $61K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -56.3% 710 $60K
Brentview Investment Management LLC 0.03% No change 700 $59K
Topsail Wealth Management, LLC 0.01% No change 700 $59K
Transce3nd, LLC 0.02% Add +0.6% 683 $58K
Nemes Rush Group LLC 0.01% Reduce -9.0% 669 $57K
Delos Wealth Advisors, LLC 0.04% New 661 $56K
First United Bank & Trust 0.02% Reduce -7.8% 650 $55K
Olistico Wealth, LLC 0.03% Reduce -8.5% 645 $55K
Hazlett, Burt & Watson, Inc. 0.02% No change 627 $54K
Millstone Evans Group, LLC 0.04% No change 632 $54K
Accredited Wealth Management, LLC 0.04% No change 630 $53K
Barnes Dennig Private Wealth Management LLC 0.06% Add +33.9% 585 $50K
Bollard Group LLC 0.00% Add +19.5% 576 $49K
MCF Advisors LLC 0.00% Add +0.7% 569 $48K
MassMutual Private Wealth & Trust, FSB 0.00% New 566 $48K
Maryland Capital Advisors Inc. 0.02% No change 544 $46K
Creekmur Asset Management LLC 0.01% Reduce -25.0% 530 $45K
Plante Moran Financial Advisors, LLC 0.00% Add +0.6% 527 $45K
Atticus Wealth Management, LLC 0.01% Add +14.9% 524 $44K
Your Advocates Ltd., LLP 0.02% Add +22.8% 506 $43K
JDM Financial Group LLC 0.02% Add +0.8% 504 $43K
Tanglewood Legacy Advisors, LLC 0.02% No change 500 $42K
ORG Partners LLC 0.01% Reduce -80.0% 475 $41K
Elequin Capital, LP 0.01% New 472 $40K
Townsend Asset Management Corp. /NC/ 0.01% Add +0.2% 470 $40K
Main Street Group, LTD 0.01% Reduce -23.7% 464 $39K
Family Manage LLC 0.01% Reduce -49.2% 464 $39K
Rosenberg Matthew Hamilton 0.01% Reduce -84.8% 462 $39K
WealthShield Partners, LLC 0.00% Reduce -47.6% 459 $39K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -4.8% 452 $38K
Paladin Advisory Group, LLC 0.03% No change 449 $38K
Hamilton Point Investment Advisors, LLC 0.01% No change 446 $38K
IAG Wealth Partners, LLC 0.00% No change 441 $37K
CBIZ Investment Advisory Services, LLC 0.00% No change 434 $37K
Pinnacle Holdings, LLC 0.02% New 432 $37K
Redwood Park Advisors LLC 0.03% Add +214.6% 431 $37K
Whipplewood Advisors, LLC 0.02% Add +3207.7% 430 $36K
Belmont Capital, LLC 0.01% No change 430 $36K
Trust Co. of Vermont 0.00% Reduce -35.3% 420 $36K
First Community Trust NA 0.03% No change 415 $35K
Moser Wealth Advisors, LLC 0.02% No change 415 $35K
Physician Wealth Advisors, Inc. 0.01% Add +13.5% 412 $35K
Acima Private Wealth, LLC 0.01% Reduce -59.7% 408 $35K
Luminist Capital LLC 0.03% Reduce -96.8% 399 $34K
Banque Cantonale Vaudoise 0.00% No change 399 $34K
NewSquare Capital LLC 0.00% No change 3,881 $33K
Reyes Financial Architecture, Inc. 0.03% Reduce -99.3% 387 $33K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 380 $32K
Stephens Consulting, LLC 0.01% No change 377 $32K
PFS Partners, LLC 0.02% Add +0.5% 375 $32K
DHJJ Financial Advisors, Ltd. 0.01% No change 365 $31K
Cape Investment Advisory, Inc. 0.01% Reduce -7.7% 360 $31K
Ogorek Anthony Joseph /NY/ 0.01% Add +0.3% 362 $30K
Bare Financial Services, Inc 0.01% No change 352 $30K
Highline Wealth Partners LLC 0.01% Add +588.2% 351 $30K
Birchbrook, Inc. 0.02% No change 340 $29K
Register Financial Advisors LLC 0.01% Add +0.3% 334 $28K
Foster Dykema Cabot & Partners, LLC 0.00% No change 331 $28K
Signature Resources Capital Management, LLC 0.02% No change 329 $28K
Vermillion Wealth Management, Inc. 0.01% Reduce -15.6% 325 $28K
Rialto Wealth Management, LLC 0.01% No change 302 $26K
Consultiva Wealth Management, Corp. 0.08% No change 300 $25K
Painted Porch Advisors LLC 0.01% No change 300 $25K
NFSG Corp 0.00% Reduce -36.9% 296 $25K
Holos Integrated Wealth LLC 0.01% No change 289 $25K
Ascentis Wealth Management, LLC 0.01% No change 284 $24K
Dynamic Wealth Strategies, LLC 0.02% Reduce -79.8% 278 $24K
MilWealth Group LLC 0.01% No change 256 $22K
Hager Investment Management Services, LLC 0.01% Reduce -25.7% 251 $21K
FSA Wealth Management LLC 0.01% Add +0.4% 248 $21K
Strengthening Families & Communities, LLC 0.01% Add +0.8% 245 $21K
Aventus Investment Advisors, Inc. 0.02% — 243 $21K
Gables Capital Management Inc. 0.01% No change 243 $21K
Vision Financial Markets LLC 0.02% No change 242 $21K
Centricity Wealth Management, LLC 0.02% No change 240 $20K
Cary Street Partners Investment Advisory LLC 0.01% Add +2.3% 222 $19K
Twin Peaks Wealth Advisors, LLC 0.01% New 216 $18K
GoalVest Advisory LLC 0.00% Reduce -53.7% 212 $18K
West Oak Capital, LLC 0.01% No change 200 $17K
Towne Trust Company, N.A 0.01% No change 200 $17K
Fortitude Family Office, LLC 0.01% No change 200 $17K
Strategic Investment Solutions, Inc. 0.01% No change 200 $17K
Wealth Preservation Advisors, LLC 0.01% Reduce -40.2% 199 $17K
Dagco, Inc. 0.00% No change 199 $17K
Ameritas Investment Partners, Inc. 0.00% Reduce -13.5% 198 $17K
Bernard Wealth Management Corp. 0.01% Add +1.1% 193 $16K
SOA Wealth Advisors, LLC. 0.00% Add +0.5% 191 $16K
Roble, Belko & Company, Inc 0.00% No change 190 $16K
Citizens National Bank Trust Department 0.00% No change 180 $15K
Provenance Wealth Advisors, LLC 0.00% Reduce -12.5% 175 $15K
Coastline Trust Co 0.00% Reduce -70.8% 175 $15K
Hartford Financial Management Inc. 0.00% No change 173 $15K
Clean Yield Group 0.00% Add +1.2% 169 $14K
Legacy Investment Solutions, LLC 0.01% — 167 $14K
Legacy Wealth Managment, LLC 0.01% Add +149.3% 167 $14K
Richardson Financial Services Inc. 0.01% Reduce -98.6% 150 $13K
Ballast Advisors LLC 0.00% No change 150 $13K
Midwest Capital Advisors, LLC 0.01% No change 146 $12K
Concord Wealth Partners 0.00% Reduce -67.9% 144 $12K
Nalls Sherbakoff Group, LLC 0.01% New 140 $12K
Decker Retirement Planning Inc. 0.01% Reduce -43.0% 131 $11K
First PREMIER Bank 0.00% Reduce -19.6% 127 $11K
Morse Asset Management, Inc 0.00% Reduce -11.8% 127 $11K
Alpine Bank Wealth Management 0.00% New 123 $10K
Smallwood Wealth Investment Management, LLC 0.01% Add +10.8% 123 $10K
Financial Gravity Companies, Inc. 0.00% — 121 $10K
Avion Wealth 0.00% Add +0.8% 119 $10K
HHM Wealth Advisors, LLC 0.00% Add +42.7% 117 $10K
DiNuzzo Private Wealth, Inc. 0.00% No change 114 $10K
Chapman Financial Group, LLC 0.01% — 110 $9K
FWL Investment Management, LLC 0.00% Reduce -24.1% 110 $9K
WestEnd Advisors, LLC 0.00% Reduce -76.9% 109 $9K
Silicon Valley Capital Partners 0.00% No change 108 $9K
Minot DeBlois Advisors LLC 0.01% No change 105 $9K
Bellwether Advisors, LLC 0.00% New 105 $9K
Richard Bernstein Advisors LLC 0.00% Reduce -94.7% 104 $9K
Sachetta, LLC 0.00% No change 100 $8K
Private Wealth Management Group, LLC 0.00% Add +244.8% 100 $8K
Archer Investment Corp 0.00% No change 99 $8K
Main Management LLC 0.00% No change 100 $8K
JNBA Financial Advisors 0.00% Reduce -62.7% 91 $8K
Versant Capital Management, Inc 0.00% No change 90 $8K
Graney & King, LLC 0.01% No change 89 $8K
IMG Wealth Management, Inc. 0.01% No change 84 $7K
Pacifica Partners Inc. 0.00% No change 80 $7K
Anfield Capital Management, LLC 0.00% No change 78 $7K
Iron Horse Wealth Management, LLC 0.00% No change 76 $6K
VSM Wealth Advisory, LLC 0.00% Add +17.2% 75 $6K
Cherry Tree Wealth Management, LLC 0.00% No change 75 $6K
Pineridge Advisors LLC 0.00% Reduce -60.5% 75 $6K
Wagner Wealth Management, LLC 0.00% Add +1.4% 74 $6K
Bellevue Asset Management, LLC 0.00% No change 72 $6K
Maseco LLP 0.00% — 71 $6K
Keener Financial Planning LLC 0.00% No change 75 $6K
CNB Bank 0.00% No change 70 $6K
Kilter Group LLC 0.00% New 69 $6K
Bank & Trust Co 0.00% No change 67 $6K
WealthTrak Capital Management LLC 0.00% No change 66 $6K
SWAN Capital LLC 0.00% Add +12.1% 65 $6K
Mid-American Wealth Advisory Group, Inc. 0.00% New 65 $6K
City State Bank 0.00% No change 60 $5K
Financial Management Professionals, Inc. 0.00% Reduce -78.8% 59 $5K
Eukles Asset Management 0.00% No change 56 $5K
GHP Investment Advisors, Inc. 0.00% No change 55 $5K
Rakuten Securities, Inc. 0.00% Reduce -44.9% 54 $5K
Summer Road LLC 0.00% No change 50 $5K
Aspect Partners, LLC 0.00% No change 51 $4K
Asset Dedication, LLC 0.00% Reduce -67.9% 51 $4K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 50 $4K
Kiker Wealth Management, LLC 0.00% No change 48 $4K
Robinswood Financial LLC 0.00% No change 46 $4K
Beaird Harris Wealth Management, LLC 0.00% No change 44 $4K
Rice Partnership, LLC 0.00% Reduce -33.9% 43 $4K
Logan Capital Management Inc. 0.00% No change 39 $3K
1620 Investment Advisors, Inc. 0.00% No change 39 $3K
Kozak & Associates, Inc. 0.00% No change 34 $3K
Advanced Asset Management Advisors Inc 0.00% Add +16.7% 35 $3K
Total Investment Management Inc. 0.00% New 34 $3K
Pingora Partners LLC 0.00% No change 29 $2K
Bogart Wealth, LLC 0.00% Reduce -74.3% 28 $2K
Valley National Advisers Inc. 0.00% Reduce -92.8% 28 $2K
Truvestments Capital LLC 0.00% Reduce -70.3% 22 $2K
Cedar Wealth Management, LLC 0.00% No change 20 $2K
Lavaca Capital LLC 0.00% No change 17 $1K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 14 $1K
Mountain Hill Investment Partners Corp. 0.00% No change 11 $973
Valued Wealth Advisors LLC 0.00% No change 11 $909
Game Plan Financial Advisors, LLC 0.00% Reduce -83.3% 10 $848
Semmax Financial Advisors Inc. 0.00% New 4 $340
MPWM Advisory Solutions, LLC 0.00% No change 4 $339
AllSquare Wealth Management LLC 0.00% No change 3 $254
Proathlete Wealth Management LLC 0.00% No change 2 $172
Eq Wealth Advisors, LLC 0.00% No change 1 $85
Central Pacific Bank - Trust Division 0.00% No change 1 $85
Park Place Capital Corp 0.00% No change 1 $66
New Millennium Group LLC 0.00% New 1 $44

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