SS Energy Select SectorXLEETF

13F holders, Q3 2025 (September 30)
1,740holders −12
121new positions
122sold out
8famous investors
$89.25avg. 13F price*

At the end of Q3 2025, 1,740 institutions reported holding SS Energy Select Sector (XLE) in their 13F filings, down 12 from Q2 2025. 121 opened new positions and 122 sold out. The largest holders were Bank of America Corp. ($2.1B), Morgan Stanley ($1.4B) and Goldman Sachs Group Inc. ($944.6M). 8 famous investors held it, including Paul Tudor Jones (0.6% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
SS Energy Select Sector
Filed as
SELECT SECTOR SPDR TR (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions121$235.0M
Exits122$153.9M

All 13F filers, Q2 2025 → Q3 2025: 15,723,018 shares bought and 41,159,078 shares sold, net −25,436,060 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,740 holders

Bank of America Corp. 0.16% Reduce -12.7% 23,252,519 $2.1B
Morgan Stanley 0.08% Reduce -15.3% 15,302,645 $1.4B
Goldman Sachs Group Inc. 0.14% Reduce -17.7% 10,573,084 $944.6M
Wells Fargo & Company 0.19% Reduce -29.4% 10,436,369 $932.4M
JPMorgan Chase & Co. 0.06% Add +6.1% 9,868,997 $881.7M
UBS Group AG 0.14% Reduce -17.9% 8,078,336 $721.7M
LPL Financial LLC 0.17% Reduce -2.9% 6,444,613 $575.8M
Barclays PLC 0.14% Add +93.2% 4,212,609 $376.4M
Royal Bank of Canada 0.06% Add +22.7% 3,990,064 $356.5M
Menora Mivtachim Holdings LTD. 1.64% Add +22.9% 3,610,100 $322.5M
Ameriprise Financial Inc. 0.06% Reduce -9.6% 2,978,213 $266.1M
Raymond James Financial Inc. 0.08% Reduce -3.3% 2,829,515 $252.8M
Citigroup Inc. 0.17% Reduce -18.1% 2,693,293 $240.6M
BNP Paribas Financial Markets 0.19% Reduce -42.0% 2,672,609 $238.8M
HSBC Holdings PLC 0.13% Reduce -9.4% 2,557,584 $227.3M
Envestnet Asset Management Inc. 0.06% Add +52.9% 2,406,215 $215.0M
Harel Insurance Investments & Financial Services Ltd. 1.75% Add +1.3% 2,190,495 $194.8M
Saudi Central Bank 7.33% No change 2,160,502 $193.0M
Cibc World Market Inc. 0.38% Add +108.5% 2,060,689 $184.1M
Osaic Holdings, Inc. 0.19% Add +60.5% 1,477,562 $132.8M
Healthcare of Ontario Pension Plan Trust Fund 0.22% Reduce -35.7% 1,350,000 $120.6M
Canada Pension Plan Investment Board 0.08% No change 1,350,000 $120.6M
Wealthfront Advisers LLC 0.26% Add +0.7% 1,223,195 $109.3M
Bank of Montreal 0.05% Reduce -1.6% 1,193,088 $106.6M
Cetera Investment Advisers 0.12% Add +29.8% 1,189,380 $106.3M
Northern Trust Corp. 0.01% Reduce -7.1% 1,101,306 $98.4M
Susquehanna International Group, LLP 0.14% Reduce -42.1% 1,088,020 $97.2M
Stifel Financial Corp. 0.08% Reduce -0.9% 1,012,440 $90.5M
Allen Investment Management, LLC 0.98% Add +16.4% 984,213 $87.9M
Tudor Investment Corporation 0.56% Reduce -28.6% 941,120 $84.1M
Commonwealth Equity Services, LLC 0.11% Reduce -8.6% 938,460 $83.8M
HighTower Advisors, LLC 0.09% Reduce -4.5% 929,833 $83.1M
PGIM Custom Harvest LLC 1.07% New 798,027 $71.3M
Qube Research & Technologies Ltd 0.10% Add +10098.7% 781,424 $69.8M
J.Safra Asset Management Corp 4.09% Add +4.3% 753,527 $67.3M
Rockefeller Capital Management L.P. 0.13% Add +5.8% 743,054 $66.4M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.3% 692,390 $61.9M
Migdal Insurance & Financial Holdings Ltd. 0.64% Reduce -0.5% 662,491 $59.2M
PNC Financial Services Group, Inc. 0.04% Reduce -3.4% 644,939 $57.6M
BlackRock, Inc. 0.00% Reduce -11.2% 637,673 $57.0M
MML Investors Services, LLC 0.14% Add +42.0% 578,215 $51.7M
Cambridge Investment Research Advisors, Inc. 0.14% Reduce -1.4% 576,325 $51.5M
Steward Partners Investment Advisory, LLC 0.28% Add +166.8% 545,187 $48.7M
Alps Advisors Inc. 0.27% Add +1.2% 536,033 $47.9M
FIL Ltd 0.04% Add +2875.5% 530,383 $47.4M
Cwm, LLC 0.14% Add +33.2% 520,133 $46.5M
Baird Financial Group, Inc. 0.07% Add +1.4% 510,716 $45.6M
Truist Financial Corp. 0.06% Reduce -9.8% 491,569 $43.9M
Janney Montgomery Scott LLC 0.10% Reduce -1.4% 484,786 $43.3M
Agf Management Ltd. 0.19% Add +33.0% 484,626 $43.3M
Renaissance Technologies 0.06% Add +9192.2% 479,569 $42.8M
Marshall Wace, LLP 0.05% Reduce -61.4% 465,506 $41.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.23% Add +60.7% 457,723 $40.9M
Jane Street Group, LLC 0.05% Reduce -82.4% 452,610 $40.4M
Clal Insurance Enterprises Holdings Ltd 0.30% Reduce -1.1% 434,947 $38.9M
Corient Private Wealth LP 0.06% Reduce -16.1% 434,245 $38.8M
US Bancorp \de 0.05% Reduce -4.5% 432,840 $38.7M
Mercer Global Advisors Inc. 0.06% Add +81.7% 429,007 $38.3M
Fifth Third Bancorp 0.12% Reduce -4.2% 411,689 $36.8M
Cantor Fitzgerald, L. P. 0.70% Add +1.9% 397,668 $35.5M
Tocqueville Asset Management L.P. 0.50% Reduce -0.5% 387,900 $34.7M
Forbes J M & Co. LLP 2.82% Add +0.8% 379,416 $33.9M
Blue Chip Partners, LLC 2.52% Add +2.4% 376,829 $33.7M
Municipal Employees' Retirement System of Michigan 0.37% No change 360,126 $32.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.79% Add +101.4% 358,670 $32.0M
Private Advisor Group, LLC 0.16% Reduce -4.2% 355,936 $31.8M
Affinity Wealth Management LLC 4.56% Add +2.4% 348,640 $31.1M
KCM Investment Advisors LLC 0.99% Reduce -2.8% 343,427 $30.7M
Modern Wealth Management, LLC 0.60% Add +0.2% 341,215 $30.5M
Cerity Partners LLC 0.05% Reduce -2.8% 334,178 $29.9M
RiverFront Investment Group, LLC 0.51% Add +0.8% 326,534 $29.2M
Focus Partners Wealth 0.05% Reduce -6.2% 325,672 $29.1M
Equitable Trust Co. 1.34% Reduce -2.5% 325,368 $29.1M
Phoenix Financial Ltd. 0.35% Reduce -56.0% 325,317 $29.1M
Kestra Advisory Services, LLC 0.13% Add +27.1% 313,622 $28.0M
GenTrust, LLC 1.26% Reduce -5.8% 309,107 $27.6M
Toronto Dominion Bank 0.05% Add +35.8% 307,661 $27.5M
Sanctuary Advisors, LLC 0.15% Add +5.5% 298,380 $26.7M
UNIVEST FINANCIAL Corp 1.49% Reduce -2.9% 298,162 $26.6M
Oakworth Capital, Inc. 1.54% Add +3.4% 298,025 $26.6M
CoreCap Advisors, LLC 0.97% Add +7.2% 297,098 $26.5M
Advisory Alpha, LLC 0.71% Add +36.9% 288,555 $25.5M
Provida Pension Fund Administrator 0.44% Reduce -49.4% 280,134 $25.0M
Factory Mutual Insurance Co. 0.24% No change 276,600 $24.7M
Appleton Partners Inc. 1.62% Reduce -0.8% 270,307 $24.1M
Peapack Gladstone Financial Corp. 0.31% Reduce -0.8% 262,650 $23.5M
D. E. Shaw & Co. 0.02% New 262,468 $23.4M
Brown Advisory Inc. 0.03% Reduce -4.1% 262,441 $23.4M
Cresset Asset Management, LLC 0.10% Add +3.4% 258,178 $23.1M
Jones Financial Companies LLLP 0.02% Add +17.5% 245,936 $22.6M
Squarepoint Ops LLC 0.05% Add +30.9% 248,839 $22.2M
Granger Management LLC 6.48% Add +30.3% 248,473 $22.2M
Quantitative Investment Management, LLC 2.96% Add +357.9% 237,894 $21.3M
Wealth Enhancement Advisory Services, LLC 0.03% Add +1.2% 228,996 $20.5M
GTS Securities LLC 0.78% Add +1167.8% 227,903 $20.4M
WNY Asset Management, LLC 1.86% Add +2116.6% 215,701 $19.3M
Ferguson Wellman Capital Management, Inc. 0.31% Reduce -1.1% 215,610 $19.3M
Mariner, LLC 0.02% Add +0.1% 213,902 $19.1M
AE Wealth Management LLC 0.12% Add +12.2% 211,892 $18.9M
Trust Asset Management LLC 1.30% No change 211,348 $18.9M
Resonant Capital Advisors, LLC 1.09% Add +3.7% 209,919 $18.8M
SG Americas Securities, LLC 0.07% Reduce -14.5% 209,758 $18.7M
Citadel Advisors 0.01% Reduce -11.4% 204,376 $18.3M
W.G. Shaheen & Associates DBA Whitney & Co 1.65% Reduce -0.4% 204,134 $18.2M
Unisphere Establishment 0.14% No change 202,300 $18.1M
Millennium Management 0.01% Reduce -77.8% 201,537 $18.0M
Creative Planning 0.01% Add +0.9% 198,556 $17.7M
Pathstone Holdings, LLC 0.07% Reduce -3.4% 196,327 $17.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.44% Reduce -12.8% 188,377 $16.8M
Franklin Resources Inc. 0.00% Reduce -20.9% 187,490 $16.8M
Pinkerton Wealth, LLC 1.79% Add +8.5% 186,548 $16.7M
Van Eck Associates Corp. 0.02% Add +12.6% 185,986 $16.6M
SP Asset Management LLC 1.27% Reduce -1.3% 179,552 $16.0M
Prudent Investors Network, Inc. 3.82% Add +5.8% 174,599 $15.6M
&partners 0.10% Reduce -11.9% 173,973 $15.5M
True Freedom Investing, LLC 5.35% Add +4.2% 167,563 $15.0M
NewEdge Advisors, LLC 0.07% Add +2.1% 166,630 $14.9M
Blume Capital Management, Inc. 2.85% Add +0.3% 165,988 $14.8M
Full Sail Capital, LLC 0.81% Reduce -3.6% 164,539 $14.7M
Janney Capital Management LLC 0.90% Reduce -3.8% 161,559 $14.4M
Jump Financial, LLC 0.19% Add +15.8% 161,168 $14.4M
Walleye Trading LLC 0.22% New 156,260 $14.0M
Flagship Harbor Advisors, LLC 0.58% Reduce -4.6% 148,923 $13.3M
Pittenger & Anderson Inc. 0.49% Reduce -0.4% 148,639 $13.3M
Partners Capital Investment Group, LLP 0.52% Add +0.8% 146,916 $13.1M
Captrust Financial Advisors 0.03% Reduce -14.7% 146,339 $13.1M
Quadrature Capital Ltd 0.15% New 142,222 $12.7M
First Interstate Bank 0.70% Reduce -1.3% 142,188 $12.7M
Fourpath Capital Management, LLC 1.80% Add +2708.8% 141,955 $12.7M
Advisory Services Network, LLC 0.19% Reduce -11.2% 141,606 $12.7M
Thrivent Financial for Lutherans 0.03% Add +61.0% 140,964 $12.6M
MAI Capital Management 0.08% Reduce -2.9% 140,937 $12.6M
Blue Trust, Inc. 0.14% Add +7.2% 140,167 $12.5M
Ashton Thomas Private Wealth, LLC 0.32% Reduce -23.9% 140,017 $12.5M
Steele Capital Management, Inc. 0.55% Reduce -0.5% 139,371 $12.5M
1832 Asset Management L.P. 0.02% Reduce -3.7% 139,038 $12.4M
Howland Capital Management LLC 0.47% Reduce -0.9% 137,709 $12.3M
Solitude Financial Services 4.17% Reduce -0.1% 136,360 $12.2M
Blair William & Co. 0.03% Reduce -5.4% 134,938 $12.1M
Ethos Financial Group, LLC 0.95% Add +0.5% 134,694 $12.0M
Beacon Pointe Advisors, LLC 0.10% Add +7.3% 130,341 $11.6M
Integrated Wealth Concepts LLC 0.10% Add +0.3% 128,306 $11.5M
Armstrong Advisory Group, Inc. 0.80% Reduce -0.8% 126,895 $11.3M
J.W. Cole Advisors, Inc. 0.22% Add +5.5% 126,187 $11.3M
Balyasny Asset Management L.P. 0.02% Add +107.1% 125,017 $11.2M
Credit Agricole S A 0.04% — 124,473 $11.1M
Swan Global Investments, LLC 0.49% Reduce -14.0% 124,409 $11.1M
Equitable Holdings, Inc. 0.08% Reduce -23.3% 123,237 $11.0M
Westwood Holdings Group Inc. 0.08% New 122,845 $11.0M
Dakota Wealth Management 0.22% Reduce -16.8% 121,493 $10.9M
Enclave Advisors LLC 1.64% Reduce -17.1% 120,163 $10.7M
D.A. Davidson & Co. 0.07% Add +12.8% 119,978 $10.7M
Fielder Capital Group LLC 2.44% Reduce -0.1% 119,819 $10.7M
Comerica Bank 0.04% Reduce -29.7% 119,232 $10.7M
Cerity Partners OCIO LLC 0.54% No change 117,719 $10.5M
Manufacturers Life Insurance Company, The 0.01% Add +159.8% 116,664 $10.4M
Wilmington Savings Fund Society, FSB 0.25% Reduce -14.4% 116,476 $10.4M
Fiduciary Group, LLC 0.89% Add +0.7% 113,597 $10.1M
McKinley Carter Wealth Services, Inc. 0.53% Add +1.3% 113,589 $10.1M
Keybank National Association 0.04% Reduce -3.5% 113,527 $10.1M
Virtu Financial LLC 0.57% Reduce -11.3% 113,110 $10.1M
Baker Avenue Asset Management, LP 0.24% Add +2.5% 112,327 $10.0M
Crescent Grove Advisors, LLC 0.96% Reduce -1.7% 111,997 $10.0M
Oppenheimer & Co. Inc. 0.12% Add +28.9% 109,761 $9.8M
NTV Asset Management LLC 1.05% Reduce -4.8% 107,944 $9.6M
Black Swift Group, LLC 1.69% Reduce -42.1% 107,181 $9.6M
Capital Insight Partners, LLC 1.58% Reduce -4.0% 106,894 $9.5M
Vickerman Investment Advisors, Inc. 1.90% Add +1.6% 105,400 $9.4M
Gendell Jeffrey L 0.17% New 104,052 $9.3M
Park Avenue Securities LLC 0.07% Add +55.9% 104,032 $9.3M
Stratos Wealth Advisors, LLC 0.45% Add +9.3% 103,747 $9.3M
Whitcomb & Hess, Inc. 2.36% Add +5.1% 102,821 $9.2M
Atria Investments, Inc 0.10% Reduce -1.2% 102,328 $9.1M
Grove Bank & Trust 1.07% Add +1304.1% 102,105 $9.1M
Vontobel Holding Ltd. 0.03% Reduce -9.7% 101,994 $9.1M
Biltmore Wealth Management, LLC 3.47% Add +5.3% 101,742 $9.1M
Lido Advisors, LLC 0.04% Add +12.8% 101,190 $9.0M
Busey Bank 0.25% Reduce -3.3% 99,625 $8.9M
Credit Industriel Et Commercial 1.98% Reduce -28.6% 98,317 $8.8M
Valmark Advisers, Inc. 0.11% Add +1.4% 97,071 $8.7M
Scotia Capital Inc. 0.04% Add +15.1% 93,975 $8.4M
Arkadios Wealth Advisors 0.20% Reduce -32.2% 93,081 $8.3M
Ausdal Financial Partners, Inc. 0.40% Add +61.2% 92,529 $8.3M
Concord Investment Counsel Inc. 2.62% — 92,431 $8.3M
Buska Wealth Management, LLC 2.48% Reduce -18.6% 92,412 $8.3M
Waverly Advisors, LLC 0.08% Add +48.6% 92,358 $8.3M
Bryn Mawr Trust Advisors, LLC 0.41% Reduce -3.7% 92,047 $8.2M
U.S. Capital Wealth Advisors, LLC 0.22% Reduce -2.4% 92,040 $8.2M
LS Investment Advisors, LLC 1.14% Reduce -9.4% 90,928 $8.1M
Capital Investment Advisors, LLC 0.13% Reduce -3.2% 90,403 $8.1M
Chemung Canal Trust Co. 1.59% Add +0.1% 89,552 $8.0M
Act Wealth Management, LLC 2.80% Add +6.2% 89,469 $8.0M
Simon Quick Advisors, LLC 0.36% Add +2.6% 88,825 $7.9M
Krilogy Financial LLC 0.30% Add +22.6% 89,907 $7.9M
Econ Financial Services Corp 3.92% Add +2.7% 87,949 $7.9M
Bar Harbor Wealth Management 0.47% Reduce -0.1% 87,337 $7.8M
Diversify Advisory Services, LLC 0.26% Reduce -5.2% 88,431 $7.8M
Cadence Wealth Management LLC 4.05% Add +4.6% 86,574 $7.7M
Fox Run Management, L.L.C. 1.20% Add +114.7% 86,300 $7.7M
Mgo One Seven LLC 0.18% Add +0.7% 85,033 $7.6M
Fagan Associates, Inc. 1.04% Reduce -1.7% 84,348 $7.5M
Old National Bancorp 0.13% Reduce -2.5% 84,271 $7.5M
Evolution Wealth Advisors, LLC 1.00% Reduce -11.1% 83,218 $7.4M
Landscape Capital Management, L.L.C. 0.47% No change 83,034 $7.4M
Long Run Wealth Advisors, LLC 1.45% Add +7.8% 82,966 $7.4M
Geneos Wealth Management Inc. 0.19% Reduce -10.1% 82,835 $7.4M
Ted Buchan & Co 2.87% Reduce -3.5% 82,022 $7.3M
Vestor Capital, LLC 0.46% Add +1472.5% 80,451 $7.2M
Evergreen Capital Management LLC 0.17% Add +2.1% 80,381 $7.2M
Warwick Investment Management, Inc. 1.24% Add +0.5% 79,904 $7.1M
Sequoia Financial Advisors, LLC 0.04% Add +3.7% 78,367 $7.0M
SOL Capital Management CO 0.62% Add +0.4% 77,662 $6.9M
Financial Freedom, LLC 3.44% Add +0.1% 77,397 $6.9M
D L Carlson Investment Group Inc. 1.16% Reduce -10.2% 77,370 $6.9M
Glenmede Investment Management, LP 0.03% Add +15.0% 77,302 $6.9M
Hollow Brook Wealth Management LLC 1.63% No change 77,262 $6.9M
Atom Investors LP 0.52% Add +13.9% 76,880 $6.9M
Bank of Nova Scotia 0.01% Add +143.8% 76,701 $6.9M
WBH Advisory Inc. 0.52% Add +14.4% 76,565 $6.8M
Lee Financial Co 0.86% Reduce -45.7% 76,097 $6.8M
Stillwater Capital Advisors, LLC 0.76% Reduce -0.2% 75,938 $6.8M
WESPAC Advisors SoCal, LLC 1.38% Reduce -2.2% 75,855 $6.8M
Independent Financial Group, LLC 0.16% Reduce -8.6% 75,262 $6.7M
AlTi Global, Inc. 0.16% Reduce -16.5% 75,170 $6.7M
Novare Capital Management LLC 0.51% Reduce -4.1% 74,835 $6.7M
Cercano Management LLC 0.26% No change 74,336 $6.6M
IMC-Chicago, LLC 0.12% New 74,145 $6.6M
FMR LLC 0.00% Reduce -8.4% 73,697 $6.6M
Gladstone Institutional Advisory LLC 0.25% Add +8.9% 73,582 $6.6M
Parallel Advisors, LLC 0.12% Reduce -4.9% 73,572 $6.6M
Thomasville National Bank 0.41% Reduce -1.1% 73,319 $6.6M
Mizuho Markets Americas LLC 0.14% Add +49.5% 73,277 $6.5M
Matrix Private Capital Group LLC 3.46% Add +3.3% 73,001 $6.5M
Scarborough Advisors, LLC 1.14% Reduce -4.5% 72,541 $6.5M
Edmond DE Rothschild Holding S.A. 0.10% Reduce -0.2% 72,528 $6.5M
GW Henssler & Associates Ltd. 0.32% Reduce -3.5% 72,292 $6.5M
DRW Securities, LLC 0.33% Reduce -85.1% 72,080 $6.4M
Merit Financial Group, LLC 0.06% Add +1.8% 71,659 $6.4M
Trilogy Capital Inc. 0.29% Reduce -44.4% 70,911 $6.3M
Orion Porfolio Solutions, LLC 0.05% Add +1.5% 70,692 $6.3M
Jefferies Financial Group Inc. 0.06% Reduce -41.4% 69,242 $6.2M
Valley Wealth Managers, Inc. 0.41% Add +15.7% 68,982 $6.2M
Castellan Group 0.89% Reduce -0.1% 68,654 $6.1M
King Wealth Management Group 0.77% Reduce -0.8% 68,357 $6.1M
Ieq Capital, LLC 0.02% Add +25.7% 68,003 $6.1M
Integrated Advisors Network LLC 0.25% Reduce -0.3% 67,804 $6.1M
Optiver Holding B.V. 0.10% New 67,392 $6.0M
Traynor Capital Management, Inc. 0.34% Add +1912.5% 66,675 $6.0M
Summit Financial, LLC 0.09% Reduce -32.8% 66,530 $5.9M
Synovus Financial Corp. 0.07% Add +3.9% 66,333 $5.9M
Almanack Investment Partners, LLC. 0.91% Add +0.2% 65,992 $5.9M
Commerce Bank 0.03% Reduce -5.9% 65,467 $5.8M
Fisher Asset Management 0.00% Add +3.4% 65,132 $5.8M
Crestwood Advisors Group, LLC 0.10% Reduce -69.4% 64,986 $5.8M
Jaffetilchin Investment Partners, LLC 0.34% Reduce -0.0% 64,069 $5.7M
Mutual Advisors, LLC 0.13% Reduce -7.7% 64,304 $5.7M
Magnus Financial Group LLC 0.45% Add +8.6% 63,482 $5.7M
Kingsview Wealth Management, LLC 0.09% Add +4.9% 62,848 $5.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -31.4% 62,067 $5.5M
Turn8 Private Wealth Inc. 3.96% No change 61,800 $5.5M
Pinnacle Associates Ltd. 0.07% Reduce -8.7% 60,208 $5.4M
Tamar Securities, LLC 0.61% Add +2.8% 60,046 $5.4M
Parsons Capital Management Inc. 0.30% Reduce -0.5% 59,918 $5.4M
Sigma Planning Corp 0.15% Reduce -8.0% 59,848 $5.3M
Itau Unibanco Holding S.A. 0.18% Reduce -55.9% 59,188 $5.3M
Investors Research Corp 0.97% Reduce -5.9% 58,978 $5.3M
Harbour Investments, Inc. 0.12% Add +7.7% 58,090 $5.2M
Jennison Associates LLC 0.00% Reduce -19.0% 57,794 $5.2M
Sowell Financial Services LLC 0.20% Reduce -45.1% 57,781 $5.2M
Crumly & Associates Inc. 1.13% Add +3.5% 57,678 $5.2M
Madison Asset Management, LLC 0.06% Reduce -58.4% 57,671 $5.2M
Ami Investment Management Inc. 1.17% Reduce -4.5% 56,488 $5.0M
Hall Capital Management Co. Inc. 1.98% Reduce -1.4% 56,214 $5.0M
Algorithmic Investment Models, LLC 3.31% New 55,856 $5.0M
Trek Financial, LLC 0.30% Reduce -7.9% 55,480 $5.0M
Altfest L J & Co. Inc. 0.55% New 55,352 $4.9M
Cornerstone Wealth Group, LLC 0.33% Reduce -2.4% 55,265 $4.9M
One Wealth Map LLC 2.61% Add +1.4% 54,361 $4.9M
OneAscent Family Office, LLC 3.99% Reduce -1.3% 54,935 $4.9M
McGuire Investment Group, LLC 0.55% Reduce -1.1% 54,481 $4.9M
Quantinno Capital Management LP 0.01% Add +26.3% 54,204 $4.8M
Roundview Capital LLC 0.30% Reduce -1.1% 53,977 $4.8M
Thor Trading Advisors, LLC 2.44% Add +23.1% 53,751 $4.8M
Jupiter Wealth Management LLC 2.27% Add +10.3% 53,681 $4.8M
Kingswood Wealth Advisors, LLC 0.29% Add +372.6% 53,273 $4.8M
Benjamin Edwards Inc. 0.05% Reduce -3.4% 53,139 $4.7M
WealthCare Investment Partners, LLC 1.53% Reduce -5.7% 52,853 $4.7M
Creative Financial Designs Inc. 0.32% Add +0.4% 52,718 $4.7M
Concurrent Investment Advisors, LLC 0.08% Reduce -8.9% 52,602 $4.7M
Maridea Wealth Management LLC 0.73% Add +699.5% 53,841 $4.7M
Van Strum & Towne Inc. 1.37% Reduce -0.7% 52,223 $4.7M
Kestra Private Wealth Services, LLC 0.06% Reduce -9.3% 51,949 $4.6M
Capital Fund Management S.A. 0.05% New 51,850 $4.6M
Alerus Financial NA 0.24% Reduce -3.5% 51,810 $4.6M
Meitav Investment House Ltd. 0.06% Reduce -3.9% 51,147 $4.6M
BOS Asset Management, LLC 1.30% Add +4.8% 51,270 $4.6M
IMZ Advisory Inc 1.70% Reduce -3.9% 51,253 $4.6M
Obsidian Personal Planning Solutions LLC 1.58% Add +8.6% 51,751 $4.6M
Bleakley Financial Group, LLC 0.11% Reduce -0.9% 50,991 $4.6M
CreativeOne Wealth, LLC 0.11% Add +28.6% 50,727 $4.5M
Meridian Wealth Management, LLC 0.17% Reduce -0.2% 50,395 $4.5M
Aptus Capital Advisors, LLC 0.04% Reduce -2.2% 50,311 $4.5M
FOCUS Wealth Advisors, LLC 2.14% Add +9.5% 49,847 $4.5M
Focus Financial Network, Inc. 0.16% Reduce -23.0% 49,654 $4.4M
Canton Hathaway, LLC 0.84% Reduce -0.8% 49,165 $4.4M
Toth Financial Advisory Corp. 0.47% Add +21.4% 49,153 $4.4M
Bank of New York Mellon Corp 0.00% Reduce -26.9% 47,839 $4.3M
Stephens Inc. 0.05% Add +3.9% 47,270 $4.2M
Western Wealth Management, LLC 0.22% Reduce -6.6% 47,235 $4.2M
Allworth Financial LP 0.02% Reduce -5.5% 47,075 $4.2M
Fifth Third Securities, Inc. 0.29% Reduce -3.9% 47,068 $4.2M
Wedbush Securities Inc. 0.14% Reduce -4.3% 46,897 $4.2M
CWA Asset Management Group, LLC 0.15% Reduce -0.5% 46,749 $4.2M
Sigma Investment Counselors Inc. 0.22% Reduce -0.1% 46,719 $4.2M
Private Wealth Advisors, LLC 1.57% Add +0.5% 46,709 $4.2M
Ironwood Wealth Management, Inc. 1.89% Add +2.2% 48,497 $4.1M
Associated Banc-Corp 0.11% Reduce -2.7% 46,027 $4.1M
Dynamic Advisor Solutions LLC 0.12% Add +3.6% 45,848 $4.1M
Regions Financial Corp. 0.03% Reduce -3.2% 45,797 $4.1M
Matrix Trust Co 0.64% Reduce -5.4% 45,654 $4.1M
IHT Wealth Management, LLC 0.10% Add +0.1% 45,589 $4.1M
Wealthcare Advisory Partners LLC 0.08% Reduce -6.3% 45,161 $4.0M
Volterra Technologies LP 2.66% New 44,961 $4.0M
Oppenheimer Asset Management Inc. 0.04% Add +1.9% 44,923 $4.0M
Prime Capital Investment Advisors, LLC 0.05% Reduce -2.9% 44,759 $4.0M
Stevens Capital Management LP 0.53% Reduce -46.1% 44,555 $4.0M
Brookstone Capital Management 0.05% Reduce -10.1% 44,483 $4.0M
Johnson Investment Counsel Inc. 0.03% Reduce -2.7% 44,361 $4.0M
B. Riley Wealth Advisors, Inc. 0.19% Reduce -8.1% 44,340 $4.0M
Rise Advisors, LLC 1.42% Add +8.1% 44,264 $4.0M
Advyzon Investment Management, LLC 0.68% Add +85.1% 44,141 $3.9M
Innova Wealth Partners 2.10% New 43,488 $3.9M
Camelot Technology Advisors, Inc. 3.10% Reduce -1.8% 43,250 $3.9M
Pekin Hardy Strauss, Inc. 0.39% Reduce -5.2% 43,024 $3.8M
Boston Research & Management Inc. 0.84% Reduce -4.2% 42,696 $3.8M
Financial Guidance Group, Inc. 1.71% Reduce -5.3% 42,598 $3.8M
Retirement Planning Group, LLC / NY 2.82% Add +1.6% 42,135 $3.8M
MMBG Investment Advisors Co. 0.33% Reduce -20.9% 42,110 $3.8M
Winthrop Capital Management, LLC 0.91% Add +2.0% 41,903 $3.7M
Pettyjohn, Wood & White, Inc. 0.62% Reduce -0.1% 41,773 $3.7M
Washington Growth Strategies LLC 2.66% Reduce -3.3% 41,714 $3.7M
Lowe Brockenbrough & Co. Inc. 0.19% Reduce -1.8% 41,470 $3.7M
High Note Wealth, LLC 0.74% Reduce -9.9% 41,416 $3.7M
Snowden Capital Advisors LLC 0.10% Reduce -27.2% 41,165 $3.7M
Herbst Group, LLC 2.28% Reduce -10.7% 41,069 $3.7M
Quantbot Technologies LP 0.10% New 40,967 $3.7M
North Star Asset Management Inc. 0.15% Reduce -1.2% 40,948 $3.7M
CWC Advisors, LLC. 1.79% Reduce -0.7% 40,925 $3.7M
Transcend Capital Advisors, LLC 0.26% Reduce -0.5% 40,823 $3.6M
HMS Capital Management, LLC 1.53% Reduce -4.8% 40,715 $3.6M
Stockman Wealth Management, Inc. 0.45% Add +4.4% 40,511 $3.6M
PFG Advisors 0.15% Add +2.1% 40,492 $3.6M
M3 Advisory Group, LLC 2.24% Add +2.0% 40,199 $3.6M
First Merchants Corp. 0.14% Reduce -3.2% 40,130 $3.6M
Petix & Botte Co 0.82% Reduce -10.6% 39,757 $3.6M
Fifth Third Wealth Advisors LLC 0.13% Add +23.7% 39,278 $3.5M
Spire Wealth Management 0.12% Reduce -40.5% 39,273 $3.5M
AQR Capital Management 0.00% Reduce -7.0% 39,273 $3.5M
Financial Sense Advisors, Inc. 0.72% Add +0.1% 39,192 $3.5M
Farther Finance Advisors, LLC 0.05% Add +6.8% 39,170 $3.5M
Polymer Capital Management (HK) LTD 0.49% No change 39,086 $3.5M
Consolidated Portfolio Review Corp 0.44% Add +10.8% 39,038 $3.5M
Ameritas Advisory Services, LLC 0.23% Reduce -10.3% 39,019 $3.5M
Regal Investment Advisors LLC 0.23% Add +22.6% 38,988 $3.5M
SWS Partners 0.85% Add +11.2% 38,980 $3.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +29.9% 38,814 $3.5M
Perigon Wealth Management, LLC 0.07% Reduce -2.5% 38,611 $3.4M
Premier Path Wealth Partners, LLC 0.44% Reduce -2.6% 38,507 $3.4M
Koshinski Asset Management, Inc. 0.25% Add +1.2% 38,496 $3.4M
Allred Capital Management, LLC 1.20% Reduce -6.8% 38,436 $3.4M
Apollon Wealth Management, LLC 0.06% Add +1.0% 38,406 $3.4M
Rothschild Capital Partners, LLC 0.80% Reduce -5.3% 38,058 $3.4M
Choreo, LLC 0.04% Reduce -3.1% 37,902 $3.4M
Atlantic Private Wealth, LLC 2.19% Reduce -9.1% 37,858 $3.4M
180 Wealth Advisors, LLC 0.41% Add +19.9% 37,851 $3.4M
Stratos Wealth Partners, LTD. 0.04% Reduce -8.5% 37,813 $3.4M
Valicenti Advisory Services Inc. 0.72% Reduce -0.2% 37,618 $3.4M
Y-Intercept (Hong Kong) Ltd 0.08% New 37,609 $3.4M
Insigneo Advisory Services, LLC 0.24% Reduce -5.5% 37,528 $3.4M
Savant Capital, LLC 0.02% Reduce -0.9% 37,473 $3.3M
BigSur Wealth Management LLC 0.82% Reduce -5.1% 37,455 $3.3M
Banco Santander, S.A. 0.03% Add +15.3% 37,219 $3.3M
Asset Management Group, Inc. 0.54% Reduce -0.0% 37,116 $3.3M
Massachusetts Wealth Management 1.63% Add +4.3% 36,764 $3.3M
Salomon & Ludwin, LLC 0.29% Add +9.3% 36,716 $3.3M
Continental Advisors LLC 2.20% No change 36,500 $3.3M
Certified Advisory Corp 0.31% Reduce -13.7% 36,254 $3.2M
Dumont & Blake Investment Advisors LLC 0.79% Add +5.1% 36,247 $3.2M
MRA Advisory Group 1.41% New 36,200 $3.2M
Global Retirement Partners, LLC 0.07% Add +1.9% 35,933 $3.2M
AlphaCore Capital LLC 0.11% Reduce -0.9% 35,861 $3.2M
Prospera Financial Services Inc 0.05% Reduce -18.9% 35,744 $3.2M
Milestones Private Investment Advisors LLC 2.17% Add +1.0% 35,594 $3.2M
Penserra Capital Management LLC 0.04% Reduce -14.1% 35,508 $3.2M
Investment Advisory Services Inc. /TX 0.99% Reduce -4.5% 35,326 $3.2M
Foundations Investment Advisors, LLC 0.05% Add +314.7% 35,306 $3.2M
Rockport Wealth LLC 0.64% Add +38.8% 35,161 $3.1M
First International Bank of Israel Ltd. 1.78% Reduce -0.2% 35,113 $3.1M
United Bank 1.09% Reduce -2.1% 35,080 $3.1M
Cornerstone Advisors, LLC 0.10% Reduce -57.6% 34,800 $3.1M
Cape Cod Five Cents Savings Bank 0.28% No change 35,265 $3.1M
Old Second National Bank of Aurora 0.63% Reduce -0.1% 34,368 $3.1M
LOM Asset Management Ltd 0.93% Reduce -0.7% 34,101 $3.0M
Joseph P. Lucia & Associates, LLC 1.15% Reduce -0.5% 34,012 $3.0M
StoneX Group Inc. 0.13% Add +15.2% 34,004 $3.0M
Pettinga Financial Advisors LLC 0.59% Reduce -0.3% 33,959 $3.0M
Rockland Trust Co. 0.12% Reduce -3.8% 33,591 $3.0M
Ellis Investment Partners, LLC 0.54% Add +0.5% 33,576 $3.0M
Simmons Bank 0.20% Reduce -0.2% 33,503 $3.0M
National Bank of Canada 0.00% Reduce -17.3% 33,318 $3.0M
Skylands Capital, LLC 0.41% Reduce -9.5% 33,200 $3.0M
Provident Co of the Employees of the Hebrew University LTD 2.96% No change 33,214 $3.0M
Money Concepts Capital Corp. 0.18% Add +23.1% 33,027 $3.0M
Ayalon Insurance Comp Ltd. 0.74% No change 32,897 $2.9M
Founders Financial Alliance, LLC 0.55% Reduce -13.6% 32,809 $2.9M
Allianz Asset Management GmbH 0.00% New 32,700 $2.9M
Founders Financial Securities LLC 0.20% Add +46.4% 32,588 $2.9M
Hudson Bay Capital Management LP 0.02% New 32,518 $2.9M
Compass Wealth Management, LLC 1.28% Add +8.2% 32,465 $2.9M
CENTRAL TRUST Co 0.06% Reduce -8.2% 32,350 $2.9M
Spirepoint Private Client, LLC 0.30% Reduce -11.4% 31,958 $2.9M
Perissos Private Wealth Management, LLC 2.05% Add +0.7% 31,536 $2.8M
WMG Financial Advisors, LLC 0.94% Add +94.7% 31,403 $2.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.16% Add +20.6% 31,387 $2.8M
GFS Advisors, LLC 0.36% No change 31,280 $2.8M
Round Rock Advisors LLC 0.44% Reduce -13.0% 31,252 $2.8M
Farmers & Merchants Trust Co of Chambersburg PA 0.79% Add +2.9% 31,196 $2.8M
Pine Valley Investments Ltd Liability Co 0.14% Add +14.3% 31,074 $2.8M
M&T Bank Corp 0.01% Reduce -15.3% 31,044 $2.8M
Zullo Investment Group, Inc. 1.03% Add +3.4% 31,045 $2.8M
Kovack Advisors, Inc. 0.26% Reduce -16.5% 30,999 $2.8M
Midwest Financial Group LLC 1.31% Reduce -0.3% 30,647 $2.7M
Ancora Advisors LLC 0.05% Add +1.2% 30,537 $2.7M
Orange Investment Advisors, Inc. 0.28% Reduce -1.1% 30,446 $2.7M
Aspen Investment Management Inc 1.05% Reduce -5.4% 30,435 $2.7M
Herold Advisors, Inc. 0.63% Add +14.9% 30,345 $2.7M
Journey Strategic Wealth LLC 0.08% Reduce -3.3% 30,220 $2.7M
Transamerica Financial Advisors, LLC 0.22% Add +7.2% 30,188 $2.7M
First Manhattan Co. Llc. 0.01% Add +2.3% 30,127 $2.7M
Intellectus Partners, LLC 0.52% Add +6.7% 30,036 $2.7M
JBR Co Financial Management Inc 1.13% Reduce -1.0% 30,007 $2.7M
United Capital Financial Advisors, LLC 0.02% Reduce -5.3% 29,957 $2.7M
Joule Financial, LLC 0.80% Add +60.1% 29,952 $2.7M
Rik Saylor Financial, Inc. 1.95% Reduce -6.1% 29,879 $2.7M
Beacon Financial Group 0.26% Reduce -2.1% 29,841 $2.7M
Knollwood Investment Advisory, LLC 0.24% No change 29,720 $2.7M
Bienville Capital Management, LLC 0.50% Add +18.4% 29,583 $2.6M
Apexium Financial, LP 0.13% Reduce -5.7% 29,571 $2.6M
Pinnacle Financial Partners Inc 0.06% Reduce -21.4% 29,539 $2.6M
Waldron Private Wealth LLC 0.11% No change 29,479 $2.6M
Uptick Partners, LLC 0.69% Reduce -0.7% 29,329 $2.6M
Sutton Place Investors LLC 1.49% Add +0.7% 29,221 $2.6M
Titleist Asset Management, LLC 0.23% Reduce -5.8% 29,138 $2.6M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.56% Reduce -2.8% 29,090 $2.6M
Robertson Stephens Wealth Management, LLC 0.08% Reduce -10.5% 29,032 $2.6M
WASHINGTON TRUST Co 0.09% Reduce -3.9% 29,003 $2.6M
Capital Advisors, Ltd. LLC 0.29% Add +0.0% 28,958 $2.6M
Variant Private Wealth, LLC 2.38% Reduce -0.7% 28,886 $2.6M
Greenline Partners, LLC 0.31% Add +4.2% 28,759 $2.6M
Hilltop Holdings Inc. 0.13% Reduce -56.1% 28,424 $2.5M
Community Bank, N.A. 0.31% Reduce -0.3% 28,393 $2.5M
Capstone Wealth Management Group LLC 1.62% Add +2.1% 28,337 $2.5M
RFG Advisory, LLC 0.05% Reduce -16.4% 28,325 $2.5M
Trust Co. of Oklahoma 0.74% Add +0.3% 28,092 $2.5M
CMG Global Holdings, LLC 1.22% Add +3.2% 28,993 $2.5M
Aft, Forsyth & Sober, LLC 0.77% Reduce -41.9% 27,775 $2.5M
Balboa Wealth Partners 0.43% Add +0.5% 27,772 $2.5M
Bulltick Wealth Management, LLC 0.59% New 27,700 $2.5M
Kingstone Capital Partners Texas, LLC 1.43% Add +6.1% 27,507 $2.5M
Institute for Wealth Management, LLC. 0.26% Reduce -3.7% 27,500 $2.5M
Westside Investment Management, Inc. 0.39% Reduce -2.0% 27,303 $2.4M
SPC Financial, Inc. 0.19% Add +2.4% 27,285 $2.4M
Ameraudi Asset Management, Inc. 1.47% Reduce -15.0% 27,188 $2.4M
First Business Financial Services, Inc. 0.22% Reduce -0.5% 27,122 $2.4M
Elevation Point Wealth Partners, LLC 0.17% Add +70.8% 27,039 $2.4M
Joel Isaacson & Co., LLC 0.09% Add +0.1% 27,026 $2.4M
Great Valley Advisor Group, Inc. 0.05% Reduce -39.4% 26,912 $2.4M
Envestnet Portfolio Solutions, Inc. 0.01% Add +168.5% 26,780 $2.4M
PFG Investments, LLC 0.12% Add +20.3% 26,714 $2.4M
Beaumont Asset Management, L.L.C. 1.20% Reduce -2.5% 26,645 $2.4M
IFP Advisors, Inc 0.06% Reduce -6.1% 26,567 $2.4M
Frisch Financial Group, Inc. 0.55% Reduce -6.0% 26,522 $2.4M
J. Goldman & Co LP 0.09% Add +10.4% 26,520 $2.4M
Avondale Wealth Management 1.26% Reduce -1.5% 26,420 $2.4M
Moneco Advisors, LLC 0.20% Add +14.3% 26,397 $2.4M
Blue Bell Private Wealth Management, LLC 0.36% Reduce -0.3% 26,266 $2.3M
Hancock Whitney Corp. 0.04% Add +1.2% 25,869 $2.3M
Hardin Capital Partners, LLC 1.23% Add +0.5% 25,712 $2.3M
Horizon Investments, LLC 0.03% Add +94.8% 25,668 $2.3M
LifePlan Financial, LLC 1.81% Reduce -2.8% 25,531 $2.3M
Dai-ichi Life Holdings, Inc. 2.20% Add +303.2% 25,400 $2.3M
Bank of New Hampshire 0.52% Add +1.1% 25,445 $2.3M
First Nebraska Trust Co 0.20% Reduce -0.6% 25,375 $2.3M
Lyell Wealth Management, LP 0.17% Reduce -20.2% 25,180 $2.2M
Castle Rock Wealth Management, LLC 0.50% Add +7.5% 25,336 $2.2M
Independence Bank of Kentucky 0.29% Reduce -2.9% 25,087 $2.2M
Prudential Financial Inc. 0.00% No change 25,000 $2.2M
Midwest Trust Co 0.03% Reduce -1.2% 24,907 $2.2M
Hollencrest Capital Management 0.08% Add +0.0% 24,883 $2.2M
Axxcess Wealth Management, LLC 0.05% Add +30.2% 24,549 $2.2M
Principal Securities, Inc. 0.04% Reduce -2.6% 24,543 $2.2M
Keystone Financial Group 0.17% Add +2.9% 24,407 $2.2M
Purus Wealth Management, LLC 0.69% Reduce -0.8% 24,183 $2.2M
Nations Financial Group Inc, /Ia/ 0.13% Reduce -2.9% 24,169 $2.2M
Visionary Wealth Advisors 0.10% Reduce -32.5% 24,103 $2.2M
Wealthspire Advisors, LLC 0.01% Reduce -4.5% 23,964 $2.1M
Essex LLC 0.39% Add +6.2% 23,873 $2.1M
Ibex Wealth Advisors 0.20% Reduce -18.6% 23,690 $2.1M
Pines Wealth Management, LLC 0.71% Add +5.1% 23,482 $2.1M
O'shaughnessy Asset Management, LLC 0.01% Add +69.5% 23,342 $2.1M
Mesirow Financial Investment Management, Inc. 0.04% Add +14.0% 23,254 $2.1M
Spectrum Asset Management, Inc. (NB/CA) 0.73% Add +4.5% 23,235 $2.1M
Legacy PCG, LLC 1.24% Add +0.3% 23,224 $2.1M
JFS Wealth Advisors, LLC 0.12% Add +24.3% 23,065 $2.1M
Global Strategic Investment Solutions, LLC 0.21% Add +0.2% 23,062 $2.1M
EPG Wealth Management LLC 0.57% Add +3.0% 22,989 $2.1M
Fidelis Capital Partners, LLC 0.16% Add +0.0% 22,984 $2.1M
Keystone Global Partners, LLC 1.05% Add +251.6% 22,978 $2.1M
OneDigital Investment Advisors LLC 0.02% Reduce -1.1% 22,961 $2.1M
Burns J W & Co. Inc. 0.23% Reduce -4.0% 22,938 $2.0M
TCV Trust & Wealth Management, Inc. 0.17% Add +1.9% 22,824 $2.0M
Advisors Management Group Inc. 0.36% Reduce -0.8% 22,812 $2.0M
Fairfield Financial Advisors, LTD 0.69% Reduce -22.1% 22,778 $2.0M
Camarda Financial Advisors, LLC 0.75% Reduce -0.6% 22,646 $2.0M
SouthState Bank Corp 0.09% Reduce -9.4% 22,622 $2.0M
Genesee Capital Advisors, LLC 0.87% Add +0.8% 22,536 $2.0M
DAVENPORT & Co LLC 0.01% Reduce -0.3% 22,319 $2.0M
Activest Wealth Management 0.40% Reduce -2.5% 22,199 $2.0M
Birch Hill Investment Advisors LLC 0.08% No change 22,110 $2.0M
Panoramic Investment Advisors, LLC 1.11% Add +0.2% 22,097 $2.0M
Beacon Capital Management, Inc. 0.09% New 21,972 $2.0M
CIBC Private Wealth Group LLC 0.00% Reduce -0.8% 21,879 $2.0M
Huntington National Bank 0.02% Reduce -2.3% 21,840 $2.0M
Boltwood Capital Management 0.52% Reduce -2.2% 21,739 $1.9M
Ring Mountain Capital, LLC 1.07% Reduce -0.8% 21,653 $1.9M
Personal Cfo Solutions, LLC 0.34% New 21,623 $1.9M
Cornerstone Wealth Management, LLC 0.11% Reduce -0.7% 21,507 $1.9M
Cooksen Wealth, LLC 1.42% Add +5.3% 21,333 $1.9M
Spectrum Strategic Capital Management, LLC 1.14% Add +1.8% 21,307 $1.9M
First Horizon Corp. 0.09% — 21,277 $1.9M
Patten & Patten Inc. 0.11% Add +0.3% 21,232 $1.9M
Per Stirling Capital Management, LLC. 0.23% Add +353.6% 21,210 $1.9M
Granite Harbor Advisors, Inc. 0.79% Add +1.4% 21,083 $1.9M
Asset Allocation Strategies LLC 0.37% Reduce -11.8% 21,063 $1.9M
Cary Street Partners Financial LLC 0.05% Reduce -8.4% 21,002 $1.9M
Atlantic Union Bankshares Corp 0.04% Add +15.1% 20,999 $1.9M
SCS Capital Management LLC 0.02% Reduce -18.4% 20,967 $1.9M
Csenge Advisory Group 0.09% Reduce -31.8% 20,888 $1.9M
Eagle Strategies LLC 0.25% Add +0.6% 20,883 $1.9M
Ignite Planners, LLC 0.31% Reduce -1.3% 20,846 $1.9M
Legend Financial Advisors, Inc. 1.14% Add +6.9% 20,791 $1.9M
Merkkuri Wealth Advisors LLC 1.35% Add +10.8% 20,752 $1.9M
Level Four Advisory Services, LLC 0.06% Reduce -31.8% 20,563 $1.8M
Carnegie Investment Counsel 0.03% Reduce -79.0% 20,537 $1.8M
Stonegate Management LLC 1.21% — 20,445 $1.8M
Wealth Advisory Solutions, LLC 0.44% Add +1.9% 20,433 $1.8M
Man Group plc 0.00% New 20,310 $1.8M
Whittier Trust Co. 0.02% Reduce -11.1% 20,376 $1.8M
Croban 1.20% Reduce -1.6% 20,211 $1.8M
TD Waterhouse Canada Inc. 0.01% Reduce -26.6% 20,137 $1.8M
NorthRock Partners, LLC 0.03% Add +218.8% 20,089 $1.8M
Darwin Wealth Management, LLC 0.57% Add +7.0% 20,073 $1.8M
Butensky & Cohen Financial Security, Inc. 0.50% Add +3.0% 20,001 $1.8M
Blue Door Asset Management, LLC 1.01% No change 20,000 $1.8M
Fiduciary Trust Co 0.02% Reduce -46.2% 19,943 $1.8M
True North Advisors, LLC 0.28% Add +3.0% 19,775 $1.8M
Walleye Capital LLC 0.02% Reduce -55.9% 19,619 $1.8M
Citizens Financial Group Inc. 0.02% Reduce -1.7% 19,584 $1.7M
VestGen Advisors, LLC 0.06% Add +63.9% 19,389 $1.7M
E&G Advisors, LLC 0.40% Reduce -1.0% 19,337 $1.7M
White Pine Investment CO 0.41% Add +2.1% 19,327 $1.7M
Clarus Wealth Advisors 0.76% Add +1.4% 19,397 $1.7M
Marion Wealth Management 0.41% Add +1.0% 19,303 $1.7M
Randall & Associates Wealth Management 1.25% Add +9.1% 19,255 $1.7M
MSH Capital Advisors LLC 0.46% Add +2.1% 19,223 $1.7M
Massar Capital Management, LP 0.61% New 19,185 $1.7M
Valeo Financial Advisors, LLC 0.04% Reduce -14.4% 19,175 $1.7M
Vident Advisory, LLC 0.02% Add +33.8% 19,149 $1.7M
Deutsche Bank AG 0.00% Reduce -25.9% 19,147 $1.7M
Peddock Capital Advisors, LLC 0.37% Add +1.8% 18,961 $1.7M
Wealth Advisors of Iowa, LLC 0.58% No change 18,958 $1.7M
Laurel Wealth Advisors LLC 0.24% Add +3.2% 18,859 $1.7M
Private Capital Management, LLC 0.16% Add +0.2% 18,850 $1.7M
Nelson Capital Management, LLC 0.20% Add +4.1% 18,676 $1.7M
Martin & Co. Inc. 0.30% Add +1.0% 18,666 $1.7M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -3.0% 18,509 $1.7M
Sterling Investment Counsel, LLC 0.53% Add +145.4% 18,446 $1.6M
Venturi Wealth Management, LLC 0.08% Add +21.7% 18,381 $1.6M
Strategy Asset Managers LLC 0.29% Add +1.3% 18,345 $1.6M
Contravisory Investment Management, Inc. 0.32% Reduce -15.2% 18,316 $1.6M
Capital Advisory Group Advisory Services, LLC 0.51% Add +17.7% 18,297 $1.6M
Nwam LLC 0.09% Add +40.7% 18,745 $1.6M
Cannell & Spears LLC 0.03% Add +0.3% 18,048 $1.6M
Bluespring Wealth Management, LLC 0.14% Add +0.0% 18,009 $1.6M
Guggenheim Capital LLC 0.01% Reduce -2.5% 17,941 $1.6M
Cladis Investment Advisory, LLC 0.91% Add +1.9% 17,895 $1.6M
Willis Johnson & Associates, Inc. 0.10% Reduce -23.0% 17,859 $1.6M
Wincap Financial LLC 1.10% Reduce -21.8% 17,840 $1.6M
Okabena Investment Services Inc. 0.31% Add +0.8% 17,826 $1.6M
Pinnacle Wealth Planning Services, Inc. 0.18% Add +0.9% 17,620 $1.6M
First American Bank 0.10% Reduce -7.4% 17,583 $1.6M
Integrity Alliance, Llc. 0.07% Reduce -15.7% 17,578 $1.6M
UMB Bank, n.a. 0.02% Reduce -55.1% 17,482 $1.6M
HB Wealth Management, LLC 0.01% Add +136.8% 17,274 $1.5M
Monetary Management Group Inc. 0.35% Reduce -5.6% 17,257 $1.5M
World Investment Advisors 0.03% Add +6.8% 17,194 $1.5M
Vaughan David Investments LLC 0.03% Reduce -12.0% 17,193 $1.5M
Verdence Capital Advisors LLC 0.09% Add +1.6% 17,307 $1.5M
Harbor Capital Advisors, Inc. 0.12% Reduce -7.6% 17,088 $1.5M
Tiaa Trust, National Association 0.00% Reduce -23.2% 16,980 $1.5M
Centaurus Financial, Inc. 0.07% Add +2.0% 16,916 $1.5M
Financial Engines Advisors L.L.C. 0.00% Add +2.8% 16,884 $1.5M
Maltin Wealth Management, Inc. 0.63% Add +2.3% 16,884 $1.5M
Afg Fiduciary Services Limited Partnership 0.87% Add +2.9% 16,781 $1.5M
Smith Chas P & Associates Pa Cpas 0.13% Reduce -1.1% 16,753 $1.5M
Farmers Trust Co. 0.26% Reduce -4.2% 16,726 $1.5M
Freestone Capital Holdings, LLC 0.05% Reduce -1.0% 16,708 $1.5M
State Street Corp. 0.00% Reduce -90.4% 16,699 $1.5M
Cache Advisors, LLC 0.26% New 16,669 $1.5M
Colton Groome Financial Advisors, LLC 0.46% Add +3.0% 16,625 $1.5M
Belpointe Asset Management LLC 0.06% Reduce -35.0% 16,531 $1.5M
Resolute Wealth Strategies, LLC 0.67% Add +187.1% 16,471 $1.5M
Jackson Hole Capital Partners, LLC 0.25% Reduce -0.1% 16,460 $1.5M
Foresight Capital Management Advisors, Inc. 0.83% Add +4.5% 16,428 $1.5M
Jacobi Capital Management LLC 0.09% Add +3.1% 16,416 $1.5M
First Trust Advisors LP 0.00% Reduce -25.9% 16,360 $1.5M
HBW Advisory Services LLC 0.16% Reduce -12.4% 16,344 $1.5M
Donaldson Capital Management, LLC 0.05% Reduce -14.0% 16,219 $1.4M
Parr McKnight Wealth Management Group, LLC 0.19% Reduce -4.5% 16,209 $1.4M
Partnership Wealth Management, LLC 1.11% Add +2.9% 16,166 $1.4M
Perennial Investment Advisors, LLC 0.12% Reduce -4.8% 16,127 $1.4M
Smith, Moore & Co. 0.11% Reduce -3.5% 16,124 $1.4M
Avior Wealth Management, LLC 0.05% Add +6.7% 16,145 $1.4M
Nwi Management LP 0.14% No change 16,000 $1.4M
Ameriflex Group, Inc. 0.53% Add +213.8% 15,951 $1.4M
Thoroughbred Financial Services, LLC 0.09% Reduce -8.9% 15,960 $1.4M
Avidian Wealth Enterprises, LLC 0.05% Reduce -11.9% 15,941 $1.4M
Balentine LLC 0.05% Add +4.0% 15,824 $1.4M
Foronjy Financial LLC 0.62% Reduce -25.4% 15,804 $1.4M
Neuberger Berman Group LLC 0.00% Reduce -6.0% 15,798 $1.4M
SteelPeak Wealth, LLC 0.05% Add +6.0% 15,788 $1.4M
Retirement Planning Group, LLC 0.05% Add +10.8% 15,778 $1.4M
Acropolis Investment Management, LLC 0.07% Add +30.2% 16,615 $1.4M
AMG National Trust Bank 0.03% Reduce -4.3% 15,771 $1.4M
Compass Financial Group, Inc. 0.63% New 15,724 $1.4M
Harbor Investment Advisory, LLC 0.12% Reduce -2.9% 15,710 $1.4M
Cypress Capital Group 0.17% Reduce -36.7% 15,685 $1.4M
Fca Corp. 0.38% Add +4.6% 15,425 $1.4M
Capital Advisors Wealth Management, LLC 0.20% Reduce -74.0% 15,351 $1.4M
Intrua Financial, LLC 0.16% Add +114.4% 15,288 $1.4M
SBI Securities Co., Ltd. 0.03% Reduce -1.4% 15,260 $1.4M
Sax Wealth Advisors, LLC 0.07% Reduce -3.8% 15,251 $1.4M
Meridian Investment Counsel Inc. 0.34% Add +2.0% 15,210 $1.4M
Stamos Capital Partners, L.P. 0.25% Reduce -40.5% 15,103 $1.3M
Lynx Investment Advisory 0.80% Add +19.1% 15,044 $1.3M
Ping Capital Management, Inc. 0.81% No change 15,000 $1.3M
Country Club Bank 0.08% Reduce -0.6% 14,805 $1.3M
Becker Capital Management Inc. 0.04% Reduce -0.1% 14,869 $1.3M
Dorsey & Whitney Trust CO LLC 0.07% No change 14,805 $1.3M
Keel Point, LLC 0.08% Reduce -32.1% 14,768 $1.3M
Disciplina Capital Management LLC 0.16% No change 14,750 $1.3M
Clearstead Advisors, LLC 0.02% Reduce -17.4% 14,735 $1.3M
National Philanthropic Trust 0.01% No change 14,683 $1.3M
Collaborative Wealth Managment Inc. 0.53% Reduce -10.1% 14,662 $1.3M
Crews Bank & Trust 0.19% Add +0.5% 14,651 $1.3M
Fourth Dimension Wealth, LLC 0.50% Add +3.3% 14,613 $1.3M
Whittier Trust Co. of Nevada Inc. 0.03% Reduce -13.3% 14,677 $1.3M
IFG Advisory, LLC 0.06% Reduce -21.5% 14,579 $1.3M
Eaton Financial Holdings Company, LLC 0.37% Reduce -8.1% 14,521 $1.3M
SIH Partners, LLLP 0.11% No change 14,500 $1.3M
Laird Norton Wetherby Wealth Management, LLC 0.05% Add +180.7% 14,499 $1.3M
Providence First Trust Co 0.45% Add +8.9% 14,454 $1.3M
Evercore Wealth Management, LLC 0.02% Add +1.8% 14,436 $1.3M
Maven Securities LTD 0.25% Add +61.9% 14,414 $1.3M
Forza Wealth Management, LLC 0.49% No change 14,350 $1.3M
Bokf, NA 0.02% Reduce -23.0% 14,297 $1.3M
Compass Capital Corp. /Ma/ 0.56% New 14,236 $1.3M
AAFMAA Wealth Management & Trust LLC 0.50% Add +1.9% 14,230 $1.3M
Galvin, Gaustad & Stein, LLC 0.10% Reduce -50.1% 13,970 $1.2M
L. Roy Papp & Associates, LLP 0.14% Add +10.1% 13,949 $1.2M
Cardiff Park Advisors, LLC 0.10% Add +0.1% 13,863 $1.2M
Moors & Cabot, Inc. 0.05% Reduce -12.2% 13,850 $1.2M
Archford Capital Strategies, LLC 0.15% Reduce -53.2% 13,817 $1.2M
Bailard, Inc. 0.03% Reduce -4.7% 13,702 $1.2M
Forbes Financial Planning, Inc. 0.81% Reduce -4.6% 13,635 $1.2M
Independent Wealth Network Inc. 0.39% Add +1.2% 13,617 $1.2M
Alpha Cubed Investments, LLC 0.04% Reduce -3.4% 13,595 $1.2M
CRA Financial Services, LLC 0.17% Reduce -4.6% 13,557 $1.2M
First National Trust Co 0.04% Reduce -31.3% 13,534 $1.2M
Meriwether Wealth & Planning, LLC 0.70% Reduce -9.7% 13,484 $1.2M
EverSource Wealth Advisors, LLC 0.05% Reduce -23.7% 13,423 $1.2M
Ascentis Independent Advisors 0.20% Reduce -4.7% 13,417 $1.2M
Elevate Capital Advisors, LLC 0.84% Reduce -3.3% 13,417 $1.2M
Evoke Wealth, LLC 0.03% Add +14.9% 13,405 $1.2M
Lowe Wealth Advisors, LLC 0.44% Add +67.5% 13,394 $1.2M
Morangie Management LLC 1.03% Reduce -2.8% 13,392 $1.2M
Verus Capital Partners, LLC 0.09% Reduce -2.4% 13,305 $1.2M
Financial & Tax Architects, LLC 0.26% New 13,301 $1.2M
Calton & Associates, Inc. 0.18% Reduce -25.8% 13,268 $1.2M
Callan Family Office, LLC 0.04% Reduce -24.0% 13,250 $1.2M
Capital Advisors Inc. 0.02% Add +24.9% 13,216 $1.2M
Opinicus Capital, Inc. 0.82% Add +0.1% 13,179 $1.2M
NewEdge Wealth, LLC 0.02% Reduce -64.8% 13,463 $1.2M
Signature Wealth Management Partners, LLC 0.62% Reduce -7.8% 13,169 $1.2M
Palisade Asset Management, LLC 0.11% No change 13,150 $1.2M
Burke & Herbert Bank & Trust Co. 0.25% Reduce -5.5% 13,120 $1.2M
Fiduciary Alliance LLC 0.08% Add +0.3% 12,999 $1.2M
Natixis Advisors, LLC 0.00% Add +23.0% 12,885 $1.2M
BLB&B Advisors, LLC 0.05% Reduce -19.8% 12,860 $1.1M
One Plus One Wealth Management, LLC 0.56% Reduce -5.7% 12,801 $1.1M
Sowa Financial Group, Inc. 0.64% Reduce -11.6% 12,784 $1.1M
Everstar Asset Management, LLC 0.64% Reduce -32.0% 12,727 $1.1M
Innealta Capital, LLC 0.57% Reduce -6.7% 12,713 $1.1M
Chesapeake Wealth Management 0.35% Add +3.1% 12,713 $1.1M
Wilson & Boucher Capital Management, LLC 0.75% Reduce -1.5% 12,701 $1.1M
Lokken Investment Group LLC 0.39% Add +4.2% 12,680 $1.1M
Falcon Wealth Planning 0.10% Reduce -5.9% 12,625 $1.1M
Peoples Bank 1.12% Reduce -16.8% 12,611 $1.1M
Somerset Group LLC 0.89% Reduce -0.1% 12,522 $1.1M
Colonial River Investments, LLC 0.41% Reduce -5.1% 12,439 $1.1M
Diversified Trust Co. 0.02% Add +47.5% 12,427 $1.1M
Pallas Capital Advisors LLC 0.04% Reduce -1.7% 12,378 $1.1M
United Asset Strategies, Inc. 0.09% Reduce -9.7% 12,306 $1.1M
Horizon Financial Services, LLC 0.52% Add +41.6% 12,087 $1.1M
Evernest Financial Advisors, LLC 0.30% Reduce -2.5% 12,055 $1.1M
Matauro, LLC 0.17% Reduce -0.9% 11,993 $1.1M
Southland Equity Partners LLC 0.22% Add +291.5% 11,988 $1.1M
Watts Gwilliam & Co., LLC 0.17% Add +0.2% 11,965 $1.1M
Marex Group Ltd 0.01% New 11,919 $1.1M
International Assets Investment Management, LLC 0.09% No change 12,439 $1.1M
Estate Counselors, LLC 0.09% Add +165.7% 11,865 $1.1M
Audent Global Asset Management, LLC 0.77% Reduce -37.3% 11,842 $1.1M
Procyon Advisors, LLC 0.06% Reduce -10.9% 11,784 $1.1M
Keebeck Wealth Management 0.12% New 11,768 $1.1M
Cushing Capital Partners, LLC 0.82% Add +8.0% 11,732 $1.0M
NorthCoast Asset Management LLC 0.00% Reduce -64.2% 11,669 $1.0M
Concentric Capital Strategies, LP 0.05% Add +0.1% 11,663 $1.0M
TD Private Client Wealth LLC 0.02% Reduce -11.1% 11,649 $1.0M
Montag A & Associates Inc. 0.05% No change 11,636 $1.0M
Capital Analysts, LLC 0.03% Reduce -95.3% 11,581 $1.0M
Essential Partners LLC 0.34% Add +1.2% 11,580 $1.0M
Lazari Capital Management, Inc. 0.35% Reduce -0.8% 11,563 $1.0M
Encompass More Asset Management 0.20% Add +148.3% 11,544 $1.0M
GPS Wealth Strategies Group, LLC 0.11% Reduce -10.1% 11,464 $1.0M
Parcion Private Wealth LLC 0.06% Add +1.9% 11,438 $1.0M
High Net Worth Advisory Group LLC 0.25% No change 11,414 $1.0M
Journey Advisory Group, LLC 0.08% Reduce -0.5% 11,375 $1.0M
Powell Investment Advisors, LLC 0.35% Add +0.5% 11,361 $1.0M
FineMark National Bank & Trust 0.03% Reduce -22.7% 11,337 $1.0M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.34% Add +0.0% 11,469 $1.0M
Interactive Financial Advisors, Inc. 0.55% Reduce -28.1% 11,316 $1.0M
Innovative Advisory Group, LLC 0.66% Reduce -16.0% 11,314 $1.0M
Capital Investment Counsel, Inc 0.12% No change 11,300 $1.0M
Mitchell McLeod Pugh & Williams Inc. 0.16% Reduce -1.7% 11,526 $1.0M
YHB Investment Advisors, Inc. 0.07% Reduce -5.6% 11,240 $1.0M
River Wealth Advisors LLC 0.12% Reduce -2.0% 11,232 $1.0M
Ipsen Advisor Group LLC 0.72% Reduce -0.9% 11,197 $1.0M
Wisconsin Wealth Advisors, LLC 0.95% Reduce -2.0% 11,195 $1.0M
Claro Advisors Inc. 0.15% Add +4.5% 11,192 $1000K
Chicago Partners Investment Group LLC 0.03% Reduce -3.6% 11,401 $996K
Main Street Financial Solutions, LLC 0.06% Add +16.1% 11,102 $992K
Hansen & Associates Financial Group, Inc. 0.41% New 10,826 $991K
Edge Wealth Management LLC 0.18% Reduce -9.5% 11,091 $991K
Tradewinds, LLC. 0.24% Reduce -41.1% 11,041 $986K
Cullen/Frost Bankers, Inc. 0.01% Reduce -1.3% 11,002 $983K
Salem Investment Counselors Inc. 0.03% Reduce -10.6% 10,984 $981K
Prosperity Consulting Group, LLC 0.05% Reduce -25.8% 10,975 $981K
Diversified Enterprises, LLC 0.07% Reduce -5.0% 10,918 $975K
Rothschild Investment LLC 0.06% Reduce -3.9% 10,917 $975K
Sprott Inc. 0.04% Reduce -4.0% 10,885 $972K
Certuity, LLC 0.07% Add +7.7% 10,884 $972K
NBT Bank, N.A. 0.06% Reduce -5.8% 10,822 $972K
Ironwood Financial, llc 0.17% Add +50.2% 10,854 $970K
Plan Group Financial, LLC 0.26% Reduce -0.5% 10,841 $969K
Summit Wealth Group LLC / Co. 0.10% New 8,696 $966K
Platform Technology Partners 0.23% Reduce -1.7% 10,788 $964K
3EDGE Asset Management, LP 0.05% New 10,669 $961K
Anderson Hoagland & Co. 0.09% Reduce -78.3% 10,762 $961K
Brookwood Investment Group LLC 0.12% Reduce -10.2% 10,752 $961K
ARS Investment Partners, LLC 0.06% Add +16.5% 10,729 $959K
Intrinsic Value Partners, LLC 0.77% Add +2.9% 10,711 $957K
Mechanics Bank Trust Department 0.13% Reduce -9.6% 10,696 $956K
Acorns Advisers, LLC 0.01% Add +17.4% 10,678 $954K
Capital Investment Advisory Services, LLC 0.08% Reduce -1.1% 10,668 $953K
First Citizens Bank & Trust Co. 0.02% Add +39.6% 10,614 $948K
Tritonpoint Wealth, LLC 0.08% Add +1.8% 10,592 $946K
WESPAC Advisors, LLC 0.55% New 10,562 $944K
PCG Asset Management, LLC 0.76% Add +0.1% 10,547 $942K
Apollon Financial, LLC 0.16% Reduce -5.1% 10,530 $941K
Narus Financial Partners, LLC 0.26% Reduce -1.6% 10,501 $938K
Invictus Private Wealth, LLC 0.06% Reduce -79.9% 10,445 $933K
White Pine Capital LLC 0.27% Reduce -0.2% 10,436 $932K
Florida Financial Advisors, LLC 0.29% Add +0.1% 10,416 $931K
Retirement Income Solutions, Inc. 0.16% No change 10,382 $928K
Fiera Capital Corp 0.00% No change 10,349 $925K
Woodmont Investment Counsel LLC 0.06% Reduce -2.7% 10,304 $921K
Private Wealth Asset Management, LLC 0.11% Add +1.6% 10,237 $915K
Strategic Advisors LLC 0.15% Add +8.7% 10,221 $913K
Lebenthal Global Advisors, LLC 0.16% Reduce -2.2% 10,217 $913K
Dana Investment Advisors, Inc. 0.03% Reduce -20.9% 10,216 $913K
Florida Trust Wealth Management Co 0.03% Add +1.1% 10,192 $911K
Capital Wealth Alliance, LLC 0.45% Reduce -9.4% 10,168 $910K
Tidal Investments LLC 0.00% Reduce -1.0% 10,106 $903K
Trust Co 0.09% Add +0.5% 10,062 $899K
Sunbeam Capital Management, LLC 0.56% Reduce -19.0% 10,049 $898K
Wealthstar Advisors, LLC 0.35% Reduce -1.9% 10,036 $897K
Curat Global, LLC 0.84% No change 9,996 $896K
Bradley Foster & Sargent Inc. 0.01% Reduce -0.5% 10,002 $894K
Portman Square Capital LLP 2.33% New 10,000 $893K
Kelleher Financial Advisors 0.22% No change 9,985 $892K
Aberdeen Wealth Management LLC 0.56% No change 9,955 $889K
Mission Wealth Management, LP 0.02% Reduce -24.4% 9,954 $889K
Haverford Trust Co 0.01% Add +0.2% 9,929 $887K
Invst, LLC 0.10% New 9,887 $883K
Astoria Portfolio Advisors LLC. 0.23% Add +43.1% 9,888 $880K
Daymark Wealth Partners, LLC 0.03% New 9,800 $876K
Goelzer Investment Management, Inc. 0.05% Add +0.1% 9,757 $872K
Glen Eagle Advisors, LLC 0.12% Reduce -0.8% 9,737 $870K
Castleview Partners, LLC 0.47% Add +17.6% 9,688 $866K
Community Trust & Investment Co. 0.05% Add +1.7% 9,681 $865K
Partners Wealth Management, LLC 0.85% Reduce -6.3% 9,679 $865K
Larson Financial Group LLC 0.03% Add +1.2% 9,670 $864K
CMT Capital Markets Trading GmbH 0.36% Reduce -2.2% 9,657 $863K
Onyx Bridge Wealth Group LLC 0.09% Add +24.6% 9,643 $862K
HCR Wealth Advisors 0.09% Add +0.3% 9,715 $859K
Agate Pass Investment Management, LLC 0.33% Reduce -4.3% 9,587 $856K
4WEALTH Advisors, Inc. 0.79% Add +18.3% 9,580 $856K
Caldwell Sutter Capital, Inc. 0.37% Reduce -0.6% 9,566 $855K
GeoWealth Management, LLC 0.03% Add +28.9% 9,563 $854K
C2C Wealth Management, LLC 0.73% Reduce -11.1% 9,560 $854K
Stolper Co 0.26% Add +0.1% 9,538 $852K
Embree Financial Group 0.11% Reduce -48.7% 9,532 $852K
Sharper & Granite LLC 0.30% Reduce -37.5% 9,520 $851K
Gateway Wealth Partners, LLC 0.11% Reduce -6.1% 9,482 $847K
X-Square Capital, LLC 0.26% Reduce -56.9% 9,479 $847K
Nvwm, LLC 0.19% Add +8.1% 9,473 $846K
Mayflower Financial Advisors, LLC 0.11% Add +2.2% 9,443 $844K
Greenwich Wealth Management LLC 0.04% Reduce -2.3% 9,440 $843K
AlphaStar Capital Management, LLC 0.07% Reduce -9.9% 9,421 $842K
Signature Estate & Investment Advisors LLC 0.02% Reduce -2.6% 9,366 $837K
Angeles Wealth Management, LLC 0.05% No change 9,334 $834K
Union Bancaire Privee, UBP SA 0.01% No change 9,058 $833K
Telos Capital Management, Inc. 0.08% Add +0.1% 9,273 $828K
Matthew Goff Investment Advisor, LLC 0.14% Reduce -0.1% 9,257 $827K
LPWM LLC 0.22% Add +7.9% 9,193 $821K
Caprock Group, LLC 0.02% — 9,051 $818K
Fairvoy Private Wealth, LLC 0.19% Add +0.9% 9,150 $817K
Insight Advisors, LLC/ PA 0.13% Add +17.4% 9,140 $817K
Luminist Capital LLC 0.71% Add +2176.9% 9,085 $812K
Y.D. More Investments Ltd 0.05% No change 9,077 $811K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +21.0% 9,050 $809K
Bessemer Group Inc. 0.00% Add +0.5% 9,024 $806K
Wedmont Private Capital 0.03% Reduce -3.4% 8,967 $802K
W.H. Cornerstone Investments Inc. 0.49% Add +1.1% 8,979 $802K
Wood Tarver Financial Group, LLC 0.24% Reduce -5.3% 8,948 $799K
Darden Wealth Group Inc 0.42% Reduce -5.6% 8,912 $796K
First National Bank of Hutchinson 0.42% Add +29.0% 8,907 $796K
First Commonwealth Financial Corp 0.13% No change 8,884 $794K
McAdam, LLC 0.04% Reduce -2.3% 8,842 $790K
Fulton Bank, N.A. 0.03% Add +17.2% 8,828 $789K
Bfsg, LLC 0.08% Reduce -1.9% 8,782 $785K
Bison Wealth, LLC 0.07% Reduce -2.2% 8,879 $783K
Wall Street Financial Group, Inc. 0.57% Reduce -13.9% 8,745 $781K
Wealth Effects LLC 0.25% Reduce -0.9% 8,693 $777K
Smartleaf Asset Management LLC 0.05% Add +441.7% 8,570 $774K
Cornerstone Planning Group LLC 0.12% Add +20.4% 8,823 $772K
Cadinha & Co. LLC 0.10% No change 8,610 $769K
Solstein Capital, LLC 0.35% No change 8,601 $768K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Reduce -1.9% 8,601 $768K
Arete Wealth Advisors, LLC 0.05% Reduce -29.1% 8,593 $768K
Birchcreek Wealth Management, LLC 0.39% Add +6.4% 8,551 $764K
Worth Financial Advisory Group, LLC 0.43% Add +0.8% 8,519 $761K
TrueWealth Advisors, LLC 0.21% Add +0.1% 8,500 $759K
Bramshill Investments, LLC 0.05% Add +54.5% 8,500 $759K
Summit Financial Wealth Advisors, LLC 0.12% Reduce -31.5% 8,469 $757K
Parkside Financial Bank & Trust 0.06% Reduce -5.6% 8,450 $755K
Moulton Wealth Management, Inc. 0.55% Add +6.9% 8,428 $753K
CPC Advisors, LLC 0.08% Add +5.7% 8,421 $752K
Brighton Jones LLC 0.02% Reduce -5.3% 8,399 $750K
St. Johns Investment Management Company, LLC 0.32% Reduce -0.5% 8,384 $749K
Investors Asset Management of Georgia Inc. /Ga/ 0.32% Add +0.2% 8,378 $749K
Strategic Financial Concepts, LLC 0.11% Reduce -7.2% 8,377 $748K
MontVue Capital Management, Inc. 0.50% Reduce -3.0% 8,360 $747K
Tred Avon Family Wealth, LLC 0.26% — 8,358 $747K
FSA Investment Group, LLC 0.47% New 8,353 $746K
Proffitt & Goodson Inc. 0.11% Reduce -0.6% 8,341 $745K
Sterling Investment Advisors, Ltd. 0.14% Reduce -13.4% 8,332 $744K
Private Trust Co. NA 0.07% Reduce -35.6% 8,298 $741K
Windsor Capital Management, LLC 0.20% Add +3.9% 8,296 $741K
Betterment LLC 0.00% Add +0.2% 8,228 $735K
Quadcap Wealth Management, LLC 0.09% Reduce -0.3% 8,192 $732K
Marco Investment Management LLC 0.06% No change 8,192 $732K
Argyle Capital Partners, LLC 0.52% Add +3.7% 8,182 $731K
RMR Wealth Builders 0.06% Add +0.4% 8,135 $727K
Cozad Asset Management Inc. 0.06% Reduce -8.3% 8,108 $724K
Mission Creek Capital Partners, Inc. 0.14% Reduce -7.6% 8,099 $724K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -20.8% 8,041 $722K
Kessler Investment Group, LLC 0.31% Add +100.6% 8,071 $721K
LaSalle St. Investment Advisors, LLC 0.13% Reduce -0.7% 8,064 $720K
GWN Securities Inc. 0.17% Reduce -26.9% 8,010 $719K
Strait & Sound Wealth Management LLC 0.28% Reduce -23.8% 8,022 $717K
Thrive Capital Management, LLC 0.18% Add +115.1% 8,001 $715K
VPR Management LLC 0.32% No change 8,000 $715K
Investment Partners, LTD. 0.25% Reduce -11.9% 7,977 $713K
Windsor Advisory Group, LLC 0.63% Add +1.5% 7,976 $713K
Simplicity Wealth,LLC 0.04% New 7,973 $712K
Constitution Capital LLC 0.33% Reduce -22.2% 7,958 $711K
Murphy & Mullick Capital Management Corp 0.53% Reduce -2.3% 8,041 $711K
Pavion Blue Capital, LLC 0.30% Reduce -3.0% 7,956 $711K
Factor Wealth Management LTD 0.18% Add +13.5% 7,945 $710K
Principle Wealth Partners LLC 0.04% Reduce -2.7% 7,919 $708K
River Street Advisors LLC 0.27% Add +5.5% 7,909 $707K
Redwood Financial Network Corp 0.45% Add +12.3% 7,885 $704K
One Charles Private Wealth Services, LLC 0.18% Add +4.3% 7,865 $703K
Quadrant Private Wealth Management, LLC 0.13% No change 7,843 $701K
Kanawha Capital Management LLC 0.05% No change 7,811 $698K
Spinnaker Trust 0.04% No change 7,803 $697K
L.M. Kohn & Company 0.84% Reduce -4.2% 7,791 $696K
Global Assets Advisory, LLC 0.21% Add +0.0% 7,746 $692K
Accredited Investor Services, LLC 0.47% Reduce -2.5% 7,730 $691K
Sageworth Trust Co 0.03% Add +21.2% 7,692 $687K
Burford Brothers, Inc. 0.29% Add +12.6% 7,661 $684K
Ritholtz Wealth Management 0.01% Add +65.1% 7,656 $684K
Sequent Planning LLC 0.19% New 7,644 $683K
FAS Wealth Partners, Inc. 0.05% Add +0.6% 7,638 $682K
Wealthspire Retirement, LLC 0.04% No change 7,622 $681K
KMG Fiduciary Partners, LLC 0.05% Add +1.6% 7,606 $680K
Demars Financial Group, LLC 0.24% Reduce -15.4% 7,601 $679K
Nicholas Hoffman & Company, LLC. 0.02% Reduce -3.3% 7,586 $678K
Atlas Legacy Advisors, LLC 0.13% Reduce -0.2% 7,575 $677K
KFA Private Wealth Group, LLC 0.19% Reduce -10.8% 7,573 $677K
Granite FO LLC 0.37% No change 7,570 $676K
Tandem Wealth Advisors LLC 0.32% Add +6.9% 7,541 $674K
Wolverine Trading, LLC 0.01% Reduce -91.5% 7,455 $673K
Gries Financial LLC 0.11% Reduce -1.6% 7,534 $673K
Hobbs Group Advisors, LLC 0.21% Reduce -34.0% 7,518 $672K
Capstone Investment Advisors, LLC 0.01% Reduce -49.2% 7,473 $668K
Sovran Advisors, LLC 0.06% Reduce -6.2% 7,620 $667K
Williams Jones Wealth Management, LLC. 0.01% Reduce -4.8% 7,450 $666K
Schneider Downs Wealth Management Advisors, LP 0.08% No change 7,407 $662K
EHP Funds Inc. 0.87% Reduce -87.3% 7,400 $661K
Lanark Financial, Inc. 0.05% Reduce -0.2% 7,399 $661K
Empower Advisory Group, LLC 0.00% Reduce -0.1% 7,398 $661K
Client 1ST Advisory Group, LLC 0.22% Add +8.3% 7,382 $660K
Golden State Wealth Management, LLC 0.07% Add +7.5% 7,346 $656K
Garden State Investment Advisory Services LLC 0.17% Reduce -11.6% 7,346 $656K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +2.4% 7,341 $656K
Centennial Bank 0.26% Add +434.7% 7,304 $653K
Sovereign Financial Group, Inc. 0.12% Add +4.6% 7,296 $652K
Soltis Investment Advisors LLC 0.04% Reduce -2.4% 7,288 $651K
Diligent Investors, LLC 0.16% Reduce -0.9% 7,277 $650K
Cadence Bank 0.04% Reduce -9.7% 7,273 $650K
Legacy Private Trust Co. 0.04% Add +51.6% 7,269 $649K
Allie Family Office LLC 0.31% Reduce -0.6% 7,266 $649K
Sloy Dahl & Holst, LLC 0.07% No change 7,254 $648K
Rehmann Capital Advisory Group 0.04% Reduce -4.4% 7,252 $648K
Vestmark Advisory Solutions, Inc. 0.01% New 7,215 $645K
Adirondack Trust Co. 0.22% Reduce -3.0% 7,190 $642K
Glenview Trust Co 0.01% Add +14.5% 7,160 $640K
Patriot Investment Management Group, Inc. 0.04% No change 7,158 $639K
Interchange Capital Partners, LLC 0.13% Reduce -0.7% 7,149 $639K
Van Den Berg Management I, Inc. 0.16% Reduce -2.3% 7,135 $637K
Peoples Financial Services Corp. 0.29% Reduce -0.1% 7,115 $636K
Stock Yards Bank & Trust Co. 0.02% Add +2.2% 7,028 $628K
Bay Capital Advisors, LLC 0.41% Reduce -5.3% 7,012 $626K
Victory Financial Group, LLC 0.09% Reduce -0.8% 6,985 $624K
Beacon Financial Advisory LLC 0.14% Reduce -7.2% 6,974 $623K
SYM FINANCIAL Corp 0.07% Reduce -10.2% 6,953 $621K
Moneta Group Investment Advisors LLC 0.00% Add +1.4% 6,942 $620K
Sava Infond d.o.o. 0.09% No change 6,900 $616K
Sound View Wealth Advisors Group, LLC 0.04% Add +0.1% 6,899 $616K
Abbington Investment Group 0.53% — 6,892 $616K
RiverGlades Family Offices LLC 0.38% Reduce -2.9% 6,876 $614K
Firestone Capital Management 0.13% Add +9.5% 6,819 $609K
HUB Investment Partners, LLC 0.02% Add +3.0% 6,792 $607K
Roberts Wealth Advisors, LLC 0.16% Reduce -3.7% 6,791 $607K
Wesbanco Bank Inc. 0.02% Reduce -73.3% 6,785 $606K
Federation des caisses Desjardins du Quebec 0.00% Reduce -85.6% 6,785 $606K
SeaCrest Wealth Management, LLC 0.06% Reduce -29.8% 6,805 $605K
Signaturefd, LLC 0.01% Add +25.1% 6,730 $601K
Symphony Financial, Ltd. Co. 0.07% Reduce -17.5% 6,724 $599K
Courier Capital LLC 0.03% Reduce -7.8% 6,708 $599K
Marathon Trading Investment Management LLC 0.26% Add +605.3% 6,700 $599K
Brick & Kyle, Associates 0.22% Add +0.4% 6,698 $598K
Argent Trust Co 0.02% Add +28.2% 6,692 $598K
Promus Capital, LLC 0.38% Reduce -0.3% 6,684 $597K
Arlington Capital Management, Inc. 0.38% New 6,653 $594K
HBK Sorce Advisory LLC 0.01% Add +3.9% 6,882 $594K
KG Capital Management 0.16% Reduce -11.8% 6,630 $592K
Lodestar Private Asset Management LLC 0.06% No change 6,623 $592K
AdvisorNet Financial, Inc 0.03% Reduce -23.4% 6,596 $589K
Saxony Capital Management, LLC 0.39% New 6,570 $587K
Wellspring Financial Advisors, LLC 0.05% Reduce -32.2% 172,819 $587K
Cowa, LLC 0.21% Add +0.1% 6,566 $587K
True Vision MN LLC 0.31% Reduce -0.8% 6,557 $586K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 6,550 $585K
Pacific Sun Financial Corp 0.28% Add +10.5% 6,546 $585K
Empire Financial Management Company, LLC 0.13% Reduce -5.8% 6,535 $584K
CHICAGO TRUST Co NA 0.08% Reduce -7.4% 6,533 $584K
Mason & Associates Inc 0.12% No change 6,512 $582K
Denver Wealth Management, Inc. 0.21% Reduce -11.1% 6,457 $577K
Berger Financial Group, Inc 0.03% Reduce -1.9% 6,430 $574K
Silver Grove Financial Group, Inc. 0.54% — 6,423 $574K
Welch Group, LLC 0.02% Add +3.9% 6,416 $573K
TCTC Holdings, LLC 0.02% No change 6,405 $572K
Triumph Capital Management 0.15% Reduce -22.6% 6,399 $572K
Canoe Financial LP 0.01% New 12,000 $570K
Ballew Advisors, Inc 0.32% Reduce -11.6% 6,587 $569K
Flywheel Private Wealth LLC 0.44% No change 6,367 $569K
Tradewinds Capital Management, LLC 0.13% Add +1.2% 6,351 $567K
Resources Management Corp. /CT/ 0.07% Reduce -5.5% 6,331 $566K
Leo Wealth, LLC 0.07% Reduce -38.8% 6,321 $565K
CSS LLC 0.10% New 6,314 $564K
BBR Partners, LLC 0.03% Reduce -2.4% 6,296 $562K
Norden Group LLC 0.06% No change 6,272 $560K
Great Lakes Advisors, LLC 0.00% No change 6,272 $560K
Sagespring Wealth Partners, LLC 0.01% Reduce -0.3% 6,268 $560K
Momentum Wealth Planning, LLC 0.44% Add +58.9% 6,205 $554K
Freedom Investment Management, Inc. 0.15% Reduce -67.7% 6,201 $554K
Lodestone Wealth Management LLC 0.25% Reduce -0.8% 6,192 $553K
SeaBridge Investment Advisors LLC 0.09% Reduce -6.2% 6,185 $553K
Tyche Wealth Partners LLC 0.10% Add +3.3% 6,171 $551K
Brown Brothers Harriman & Co. 0.00% Reduce -9.1% 6,125 $547K
Sequent Asset Management, LLC 0.26% No change 6,122 $547K
LRI Investments, LLC 0.04% Reduce -4.1% 6,104 $545K
Resurgent Financial Advisors LLC 0.27% Reduce -2.0% 6,059 $541K
Venture Visionary Partners LLC 0.02% Reduce -7.8% 6,054 $541K
Moloney Securities Asset Management, LLC 0.06% Reduce -16.2% 6,038 $539K
Weaver Consulting Group 0.14% Reduce -1.9% 6,027 $538K
Avantax Planning Partners, Inc. 0.02% Add +67.3% 6,009 $537K
Mathes Company, Inc. 0.19% Reduce -9.1% 6,000 $536K
OneAscent Financial Services LLC 0.04% Reduce -10.2% 5,996 $536K
Aries Wealth Management 0.13% Reduce -11.1% 5,994 $536K
Berkshire Asset Management LLC 0.02% Reduce -0.6% 5,979 $534K
Pathway Financial Advisors LLC 0.07% No change 5,975 $534K
Redwood Wealth Management Group, LLC 0.23% Reduce -1.8% 5,958 $532K
Endeavor Private Wealth, Inc. 0.16% Add +116.0% 5,939 $531K
Bank of Marin 0.37% Reduce -1.2% 5,937 $530K
Modera Wealth Management, LLC 0.01% Reduce -0.2% 5,931 $530K
First Citizens Financial Corp 0.26% Add +1.1% 5,920 $529K
MV Capital Management, Inc. 0.05% Reduce -33.2% 5,917 $529K
GLOBALT Investments LLC / GA 0.02% Reduce -5.8% 5,898 $527K
Unique Wealth Strategies, LLC 0.21% Reduce -1.4% 5,892 $526K
Financial Management Network Inc. 0.09% Add +0.4% 5,852 $523K
Naples Global Advisors, LLC 0.04% Reduce -1.7% 5,850 $523K
10Elms LLP 0.54% Add +2.3% 5,842 $522K
Narwhal Capital Management 0.04% Reduce -7.6% 5,841 $522K
Hudson Value Partners, LLC 0.16% Add +1.7% 5,835 $521K
Baldwin Wealth Partners LLC 0.03% Reduce -19.2% 5,807 $519K
Objective Capital Management, LLC 0.54% Add +0.3% 5,802 $518K
Carlson Capital, L.P. 0.29% New 5,800 $518K
Cyndeo Wealth Partners, LLC 0.03% Reduce -5.4% 5,790 $517K
TD Asset Management Inc 0.00% Reduce -15.8% 5,742 $513K
TCP Asset Management, LLC 0.09% Reduce -2.2% 5,707 $510K
1ST Source Bank 0.03% No change 5,689 $508K
Cassaday & Co Wealth Management LLC 0.01% Reduce -21.2% 5,671 $507K
First Command Advisory Services, Inc. 0.00% No change 5,664 $506K
Wulff, Hansen & Co. 0.43% No change 5,650 $505K
Lion Street Advisors, LLC 0.17% Add +58.9% 8,759 $503K
Lifeworks Advisors, LLC 0.07% Reduce -1.3% 5,626 $503K
GEM Asset Management, LLC 0.24% Add +0.8% 5,602 $501K
Sunbelt Securities, Inc. 0.03% Reduce -44.0% 5,582 $499K
Graham Capital Management, L.P. 0.03% New 5,568 $497K
Obermeyer Wealth Partners 0.02% Reduce -4.1% 5,566 $497K
Silverlake Wealth Management LLC 0.12% Reduce -35.2% 5,560 $497K
IPG Investment Advisors LLC 0.09% Reduce -12.8% 5,555 $496K
Disciplined Investments, LLC 0.20% Reduce -2.5% 5,543 $495K
Rossby Financial, LCC 0.16% Reduce -1.7% 5,537 $495K
McCollum Christoferson Group LLC 0.14% No change 5,535 $494K
Peak Asset Management, LLC 0.09% No change 5,531 $494K
Lewis Asset Management, LLC 0.20% Add +6.4% 5,506 $492K
Selective Wealth Management, Inc. 0.16% Add +0.5% 5,468 $489K
Obsidian Cio, LLC 0.06% Add +2.1% 5,465 $488K
Wealthcare Capital Partners, LLC 0.22% Add +0.5% 5,454 $487K
MBL Wealth, LLC 0.04% Reduce -2.6% 5,453 $487K
Milestone Asset Management, LLC 0.09% Reduce -10.3% 5,449 $487K
Magnolia Capital Advisors LLC 0.13% Reduce -11.2% 5,436 $486K
Lighthouse Wealth Management Inc. 0.39% Reduce -1.5% 5,412 $483K
Fermata Advisors, LLC 0.12% Reduce -5.5% 5,412 $483K
Savvy Advisors, Inc. 0.02% Add +0.5% 5,408 $483K
Independent Advisor Alliance 0.01% Add +50.4% 5,403 $483K
Americana Partners, LLC 0.01% Add +23.9% 5,396 $482K
Signal Advisors Wealth, LLC 0.04% Reduce -95.4% 5,353 $478K
Boreal Capital Management LLC 0.46% Add +3.3% 5,350 $478K
D.B. Root & Company, LLC 0.12% Add +2.4% 5,333 $476K
AmeriServ Wealth Advisors 0.24% Reduce -77.7% 5,319 $475K
Lumbard & Kellner, LLC 0.17% Add +7.7% 5,275 $471K
Next Level Private LLC 0.14% Add +0.8% 5,272 $471K
Roxbury Financial LLC 0.43% Reduce -1.6% 5,258 $470K
Secure Asset Management, LLC 0.08% Add +3.9% 5,244 $469K
Optimum Investment Advisors 0.19% Reduce -10.9% 5,240 $468K
Finivi Inc. 0.30% Reduce -4.7% 5,220 $466K
Seelaus Asset Management LLC 0.38% Reduce -0.5% 5,214 $466K
Beese Fulmer Investment Management, Inc. 0.03% No change 5,201 $465K
Mascagni Wealth Management, Inc. 0.36% Reduce -1.2% 5,198 $464K
Northwest Bancshares, Inc. 0.08% Reduce -3.9% 5,175 $462K
Nixon Peabody Trust Co. 0.03% Reduce -10.0% 5,175 $462K
Schmidt P J Investment Management Inc. 0.08% No change 5,174 $462K
Silver Oak Securities, Incorporated 0.03% Add +240.6% 5,170 $462K
Legacy Capital Wealth Partners, LLC 0.10% Reduce -13.9% 5,165 $461K
PSI Advisors, LLC 0.12% Add +0.0% 5,141 $459K
Creekside Partners 0.20% No change 5,131 $458K
RPG Investment Advisory, LLC 0.05% Reduce -5.4% 5,127 $458K
Towerpoint Wealth, LLC 0.19% Add +0.0% 5,124 $458K
Silvercrest Asset Management Group LLC 0.00% Add +5.1% 5,122 $458K
Composition Wealth, LLC 0.01% Add +7.0% 5,111 $457K
Stonebridge Financial Planning Group, LLC 0.17% Reduce -45.0% 5,092 $455K
WealthPLAN Partners, LLC 0.07% Add +26.2% 5,078 $454K
Court Place Advisors, LLC 0.14% Reduce -7.8% 5,050 $451K
Allegheny Financial Group 0.08% Add +0.0% 5,048 $451K
Litman Gregory Wealth Management LLC 0.03% Reduce -0.9% 5,039 $450K
Fort Sheridan Advisors LLC 0.06% No change 5,016 $448K
J Hagan Capital, Inc. 0.27% Reduce -61.5% 5,016 $448K
Cahill Financial Advisors Inc. 0.05% Reduce -11.2% 5,011 $448K
Circle Wealth Management, LLC 0.01% Add +19.5% 5,008 $447K
Beaumont Financial Advisors, LLC 0.03% Reduce -6.2% 5,000 $447K
Meadowbrook Wealth Management, LLC 0.47% — 4,995 $446K
Madison Wealth Partners, Inc 0.09% Add +0.1% 4,974 $444K
Cape Ann Savings Bank 0.24% Reduce -1.6% 4,964 $443K
Generation Capital Management LLC 0.32% New 4,929 $440K
Tidemark, LLC 0.13% Reduce -2.6% 4,901 $438K
Pennsylvania Capital Management Inc. 0.13% Add +0.0% 4,886 $437K
Buck Wealth Strategies, LLC 0.06% Add +0.3% 4,850 $433K
Lake Street Private Wealth, LLC 0.06% Reduce -17.8% 4,824 $431K
waypoint wealth counsel 0.17% No change 4,783 $427K
GM Advisory Group, LLC 0.02% Reduce -23.9% 4,778 $427K
Leavell Investment Management, Inc. 0.02% Reduce -8.4% 4,769 $426K
Shulman DeMeo Asset Management LLC 0.10% Add +0.7% 4,767 $426K
Measured Risk Portfolios, Inc. 0.46% Add +8.0% 4,750 $424K
Princeton Global Asset Management LLC 0.07% No change 4,750 $424K
Sage Mountain Advisors LLC 0.02% Reduce -17.9% 4,741 $424K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -48.5% 4,736 $423K
Grandview Asset Management LLC 0.12% Reduce -4.6% 4,734 $423K
Commonwealth Financial Services, LLC 0.07% Add +79.9% 4,727 $422K
Holderness Investments Co. 0.09% Reduce -9.5% 4,715 $421K
Private Client Services, LLC 0.14% Reduce -23.7% 4,705 $420K
Tsfg, LLC 0.07% Reduce -12.8% 4,700 $420K
Mma Asset Management LLC 0.14% Reduce -4.7% 4,701 $420K
Auour Investments LLC 0.14% Add +7.6% 4,697 $420K
Strategic Blueprint, LLC 0.02% Add +35.3% 4,671 $417K
Promethium Advisors,llc 0.24% No change 4,655 $416K
Mayfair Advisory Group, LLC 0.18% Reduce -2.1% 4,617 $412K
First American Trust, FSB 0.03% Add +13.8% 4,608 $412K
Strata Wealth Advisors, LLC 0.11% No change 4,601 $411K
Legacy Capital Group California, Inc. 0.10% Add +0.2% 4,598 $411K
Alexander Labrunerie & Co., Inc. 0.15% No change 4,594 $410K
Hanover Advisors Inc. 0.16% Reduce -0.3% 4,593 $410K
Stonegate Investment Group, LLC 0.01% Reduce -34.6% 4,576 $409K
Builder Investment Group Inc. 0.09% Reduce -53.2% 4,575 $409K
J. Safra Sarasin Holding AG 0.01% No change 4,575 $409K
Pinnacle Bancorp, Inc. 0.12% Reduce -0.7% 4,569 $408K
Prelude Capital Management, LLC 0.03% Reduce -21.4% 4,568 $408K
Watershed Private Wealth LLC 0.13% No change 4,560 $407K
Shoker Investment Counsel, Inc. 0.12% Add +0.1% 4,559 $407K
Verition Fund Management LLC 0.00% Add +39.0% 4,558 $407K
Shepherd Financial Partners LLC 0.04% Add +0.5% 4,534 $405K
Calamos Wealth Management LLC 0.01% No change 4,531 $405K
Essex Financial Services, Inc. 0.02% Reduce -41.5% 4,517 $404K
Central Bank & Trust Co. 0.06% Reduce -1.9% 4,494 $401K
Caldwell Trust Co 0.04% Add +9.4% 4,492 $401K
Saxon Interests, Inc. 0.16% Reduce -7.5% 4,437 $401K
Gryphon Financial Partners LLC 0.05% Add +0.5% 4,484 $401K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +13.6% 4,474 $400K
Gallacher Capital Management LLC 0.16% Reduce -5.5% 4,471 $399K
Kapstone Financial Advisors LLC 0.19% Reduce -20.9% 4,455 $398K
Clear Creek Financial Management, LLC 0.03% Add +0.2% 4,449 $397K
Bristlecone Advisors, LLC 0.03% Add +0.1% 4,444 $397K
Rovin Capital /Ut/ 0.11% Reduce -15.2% 4,445 $397K
Orrstown Financial Services Inc. 0.07% Add +31.7% 4,438 $396K
Advance Capital Management, Inc. 0.02% Reduce -0.3% 4,436 $396K
Teamwork Financial Advisors, LLC 0.04% Add +5.7% 4,427 $396K
Key Client Fiduciary Advisors, LLC 0.13% Add +0.3% 4,400 $393K
Investor's Fiduciary Advisor Network, LLC 0.13% Reduce -5.6% 4,409 $393K
Compound Planning, Inc. 0.01% Reduce -29.3% 4,385 $392K
Mason Investment Advisory Services, Inc. 0.02% Add +10.4% 4,375 $391K
SlateStone Wealth, LLC 0.03% Reduce -2.0% 4,364 $390K
Hengehold Capital Management LLC 0.03% Add +0.3% 4,365 $390K
1834 Investment Advisors Co. 0.05% Reduce -11.8% 4,360 $390K
New England Private Wealth Advisors LLC 0.05% Add +0.2% 4,357 $389K
Campion Asset Management 0.28% Reduce -1.6% 4,337 $387K
Proficio Capital Partners LLC 0.03% Reduce -100.0% 4,337 $387K
Steel Grove Capital Advisors, LLC 0.05% No change 4,565 $387K
CX Institutional 0.01% Reduce -63.6% 4,328 $387K
Arkos Global Advisors 0.05% Add +4.7% 4,293 $384K
Arcus Capital Partners, LLC 0.17% Add +1.9% 4,297 $384K
Gotham Asset Management 0.00% Add +68.8% 4,278 $382K
Guardian Asset Advisors, LLC 0.21% Reduce -14.3% 4,278 $382K
Ulland Investment Advisors, LLC 0.29% Reduce -1.7% 4,275 $382K
Wakefield Asset Management LLLP 0.10% Add +6.7% 4,273 $382K
Auxano Advisors, LLC 0.08% Add +0.1% 4,250 $380K
Flagstar Securities, Inc. 0.12% Add +6.0% 4,215 $377K
LJI Wealth Management, LLC 0.07% Reduce -2.3% 4,191 $374K
Blue Zone Wealth Advisors, LLC 0.07% Reduce -2.2% 4,179 $373K
Ally Invest Advisors Inc. 0.03% Add +5.5% 4,169 $372K
Annex Advisory Services, LLC 0.01% Reduce -5.3% 4,143 $370K
St Germain D J Co. Inc. 0.01% Add +3.7% 4,142 $370K
Fort Point Capital Partners LLC 0.05% Reduce -86.9% 4,121 $368K
Signet Financial Management, LLC 0.04% Reduce -8.8% 4,110 $367K
FLC Capital Advisors 0.07% Add +0.7% 4,094 $366K
Bruce G. Allen Investments, LLC 0.26% Add +0.6% 4,076 $364K
Chapin Davis, Inc. 0.09% Add +55.4% 4,066 $363K
Safeguard Investment Advisory Group, LLC 0.09% Reduce -0.7% 4,058 $363K
LFA - Lugano Financial Advisors SA 0.19% No change 4,018 $359K
Badgley Phelps Wealth Managers, LLC 0.01% No change 4,010 $358K
Pacific Center for Financial Services 0.09% Add +0.8% 4,003 $358K
Copia Wealth Management 0.27% Add +31.1% 3,999 $357K
M.E. Allison & Co., Inc. 0.25% Add +1.9% 3,998 $357K
Zacks Investment Management 0.00% Reduce -15.3% 3,974 $355K
Banco BTG Pactual S.A. 0.05% Add +5.2% 3,972 $355K
VeraBank, N.A. 0.07% Reduce -6.5% 3,955 $353K
Eastern Bank 0.01% Reduce -23.4% 3,938 $352K
KW Wealth Management LLC 0.60% — 3,909 $349K
NWF Advisory Services Inc. 0.04% Reduce -20.5% 3,895 $348K
Hopwood Financial Services, Inc. 0.23% New 3,860 $345K
Two Sigma Securities, LLC 0.05% New 3,843 $343K
Searle & Co. 0.09% No change 3,818 $341K
Occidental Asset Management, LLC 0.04% Add +36.9% 3,814 $341K
Bartlett & Co. Wealth Management LLC 0.00% No change 3,803 $340K
Bensler, LLC 0.04% Reduce -5.8% 3,797 $339K
Bank of Stockton 0.10% Reduce -5.7% 3,792 $339K
Successful Portfolios LLC 0.20% Add +7.7% 3,790 $339K
Eagle Global Advisors LLC 0.01% Reduce -16.9% 3,785 $338K
Blackston Financial Advisory Group, LLC 0.20% Reduce -38.5% 3,776 $337K
Global View Capital Management LLC 0.07% Add +10.9% 3,771 $337K
CTC LLC 0.01% Reduce -19.7% 3,770 $337K
Global Financial Private Client, LLC 0.12% Reduce -2.7% 3,768 $337K
Raab & Moskowitz Asset Management LLC 0.08% Add +0.6% 3,767 $337K
Griffin Asset Management, Inc. 0.04% Add +46.5% 3,758 $336K
Montecito Bank & Trust 0.05% — 3,756 $336K
Members Wealth LLC 0.21% — 3,729 $333K
Wealth Alliance, LLC 0.03% Add +1.9% 3,725 $333K
Iyo Bank, Ltd. 0.13% No change 3,714 $332K
LCNB Corp. 0.12% Reduce -37.8% 3,709 $331K
Medallion Wealth Advisors, LLC 0.12% Reduce -8.8% 3,696 $330K
Nikulski Financial, Inc. 0.08% No change 3,696 $330K
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.07% No change 3,703 $330K
Schonfeld Strategic Advisors LLC 0.00% Add +44.0% 3,688 $329K
Assetmark, Inc. 0.00% Add +8.4% 3,686 $329K
Stratos Investment Management, LLC 0.01% Reduce -0.2% 3,685 $329K
First National Corp. /Ma/ 0.06% Reduce -6.4% 3,674 $328K
LM Advisors LLC 0.05% Add +21.5% 3,670 $328K
Strategic Wealth Partners, Ltd. 0.02% Reduce -22.4% 3,671 $328K
Baltimore-Washington Financial Advisors, Inc. 0.01% Reduce -1.4% 3,655 $327K
West Wealth Group, LLC 0.07% Add +1.0% 3,749 $324K
Newman Dignan & Sheerar, Inc. 0.07% Add +9.0% 3,619 $323K
Fortis Group Advisors, LLC 0.06% Reduce -94.2% 3,654 $322K
Summit Wealth Partners, LLC 0.06% Add +0.4% 3,598 $321K
Ellerson Group Inc. 0.20% Reduce -82.9% 3,585 $320K
Farmers & Merchants Investments Inc. 0.01% No change 3,561 $318K
Eldridge Investment Advisors, Inc. 0.07% Add +20.8% 3,545 $317K
Centennial Wealth Advisory LLC 0.09% Add +3.0% 3,544 $317K
Well Done, LLC 0.05% Add +29.0% 3,537 $316K
Clarity Financial LLC 0.03% Reduce -5.4% 3,530 $315K
MKT Advisors LLC 0.12% Reduce -0.4% 3,525 $315K
Alteri Wealth LLC 0.11% Reduce -1.2% 3,515 $314K
ArchPoint Investors 0.09% New 3,510 $314K
Laraway Financial Advisors Inc 0.21% Add +1.6% 3,510 $314K
Pure Portfolios Holdings LLC 0.10% Reduce -1.1% 3,504 $313K
Lighthouse Financial LLC 0.21% Reduce -36.4% 3,500 $313K
Spreng Capital Management, Inc. 0.13% Reduce -47.3% 3,495 $312K
Octavia Wealth Advisors, LLC 0.03% Add +10.1% 3,493 $312K
Tradition Wealth Management, LLC 0.02% Reduce -15.4% 3,488 $312K
SMART Wealth LLC 0.12% Reduce -40.6% 3,481 $311K
Clifford Swan Investment Counsel LLC 0.01% Add +37.8% 3,473 $310K
Sonata Capital Group Inc. 0.11% Add +0.8% 3,474 $310K
BTS Asset Management, Inc. 0.40% New 3,468 $310K
MA Private Wealth 0.05% Reduce -58.5% 3,454 $309K
Novem Group 0.04% Reduce -24.4% 3,450 $308K
Comprehensive Financial Consultants Institutional, Inc. 0.10% Reduce -2.3% 3,436 $307K
Financial Advocates Investment Management 0.17% Reduce -91.0% 3,431 $307K
Doliver Advisors, LP 0.08% Reduce -1.3% 3,425 $306K
Arrow Financial Corp 0.03% Reduce -10.3% 3,422 $306K
Northwest Wealth Management, LLC 0.05% Reduce -12.8% 3,415 $305K
Evanson Asset Management, LLC 0.02% Add +0.2% 3,408 $304K
PCG Wealth Advisors, LLC 0.09% Reduce -25.7% 3,406 $304K
Turtle Creek Wealth Advisors, LLC 0.03% New 3,402 $304K
Vinland Capital Management Gestora de Recursos LTDA. 3.92% New 3,400 $304K
Affinity Capital Advisors, LLC 0.05% Reduce -20.0% 3,433 $304K
Howard Financial Services, LTD. 0.04% Reduce -0.0% 3,382 $302K
Ahl Investment Management, Inc. 0.21% No change 3,382 $302K
Flputnam Investment Management Co. 0.00% Add +2.4% 3,376 $302K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Reduce -4.9% 3,360 $300K
Mather Group, Llc. 0.00% Reduce -21.6% 3,352 $299K
Corsair Capital Management, L.P. 0.05% No change 3,337 $298K
Apex Wealth Management, LLC 0.21% Add +0.8% 3,335 $298K
Advisors Capital Management, LLC 0.00% Add +9.5% 3,329 $297K
Evelyn Partners Investment Management (Europe) Ltd 0.10% No change 3,312 $296K
Magnolia Private Wealth, LLC 0.22% Reduce -13.9% 3,307 $295K
Carr Financial Group Corp 0.08% Reduce -20.2% 3,303 $295K
United Financial Planning Group LLC 0.19% — 3,301 $295K
FRG Family Wealth Advisors LLC 0.05% Reduce -5.2% 3,300 $295K
PKS Advisory Services, LLC 0.07% Reduce -3.2% 3,291 $294K
NCP Inc. 0.22% New 3,269 $292K
Arbor Investment Advisors, LLC 0.04% Add +7.9% 3,262 $291K
USA Financial Formulas 0.05% New 3,260 $291K
Prosperity Financial Group, Inc. 0.11% Reduce -2.1% 3,257 $291K
Beacon Capital Management, LLC 0.04% Reduce -7.0% 3,235 $289K
ARS Wealth Advisors Group, LLC 0.03% Add +9.2% 3,231 $289K
Cooper Financial Group 0.03% Add +0.3% 3,226 $288K
Capital Asset Advisory Services LLC 0.01% Reduce -4.5% 3,226 $288K
Strategies Wealth Advisors, LLC 0.03% Reduce -1.3% 3,205 $286K
Fox Hill Wealth Management 0.13% Reduce -1.1% 3,202 $286K
Coastwise Capital Group, LLC 0.20% Add +0.6% 3,200 $286K
Financial Perspectives, Inc 0.08% Add +0.8% 3,199 $286K
CVFG LLC 0.21% Add +7.3% 3,189 $285K
City Holding Co. 0.04% Reduce -32.8% 3,175 $284K
Plimoth Trust Co. LLC 0.06% Reduce -29.4% 3,159 $282K
Retirement Guys Formula LLC 0.10% Reduce -6.2% 3,145 $282K
Everett Harris & Co. 0.00% Reduce -14.4% 3,150 $281K
Summit Financial Strategies, Inc. 0.02% Add +2.1% 3,149 $281K
Legacy Financial Group, Inc. 0.08% Reduce -3.2% 3,147 $281K
Accurate Wealth Management, LLC 0.04% Add +0.1% 3,253 $281K
Beacon Bank & Trust 0.06% No change 3,142 $281K
Private Wealth Group, LLC 0.14% No change 3,141 $281K
Avalon Capital Management 0.07% New 3,128 $279K
Davis R M Inc. 0.00% New 3,123 $279K
Horrell Capital Management, Inc. 0.12% Reduce -1.3% 3,118 $279K
Elevated Capital Advisors, LLC 0.07% New 3,102 $277K
Coordinated Financial Services, Inc. 0.18% Reduce -36.7% 3,102 $277K
Western Pacific Wealth Management, LP 0.27% No change 3,100 $277K
Grantvest Financial Group LLC 0.19% Reduce -9.1% 3,100 $277K
World Equity Group, Inc. 0.06% Reduce -4.8% 3,096 $277K
Fort Washington Investment Advisors Inc. 0.00% Reduce -11.6% 3,095 $277K
Wealthgarden F.S. LLC 0.20% Reduce -10.3% 3,182 $276K
Fulcrum Equity Management 0.28% Reduce -1.8% 3,094 $276K
WealthBridge Capital Management, LLC 0.06% Reduce -24.7% 3,094 $276K
Gradient Capital Advisors, LLC 0.07% Reduce -32.3% 3,085 $276K
Avestar Capital, LLC 0.02% Add +19.5% 3,080 $275K
Anchor Investment Management, LLC 0.02% No change 3,070 $274K
Eagle Capital Management, LLC 0.10% Reduce -79.6% 3,053 $273K
Johnson Financial Group, Inc. 0.01% Add +35.7% 3,043 $272K
Latitude Advisors, LLC 0.12% Add +1.0% 3,032 $271K
AtlasMark Financial, Inc 0.18% No change 3,025 $270K
Oxinas Partners, LLC 0.14% Reduce -68.9% 3,023 $270K
Post Resch Tallon Group Inc. 0.24% Add +11.2% 3,007 $269K
Heritage Trust Co 0.03% No change 3,000 $268K
ICONIQ Capital, LLC 0.00% Add +0.8% 3,000 $268K
Acorn Financial Advisory Services Inc. 0.04% New 2,953 $264K
Wetzel Investment Advisors, Inc. 0.11% Reduce -2.2% 2,951 $264K
Sprinkle Financial Consultants LLC 0.15% Add +6.2% 2,946 $263K
Cordgrass Capital Advisors, LLC 0.06% Add +6.4% 2,942 $263K
Richmond Investment Services, LLC 0.05% New 2,927 $262K
Viewpoint Capital Management LLC 0.11% Reduce -6.4% 2,920 $261K
GGM Financial LLC 0.13% Add +0.8% 2,918 $261K
Advisory Resource Group 0.05% Add +2.1% 2,906 $260K
North Star Investment Management Corp. 0.02% Reduce -50.0% 2,894 $259K
Royal Fund Management, LLC 0.03% Reduce -55.1% 2,894 $259K
First Financial Bank - Trust Division 0.02% Reduce -9.8% 2,889 $258K
CLG LLC 0.07% New 2,888 $258K
Fearless Solutions, LLC dba Best Invest 0.16% New 2,871 $256K
Grant Private Wealth Management Inc 0.16% New 2,867 $256K
Capital Investment Counsel, LLC 0.04% Reduce -78.1% 2,866 $256K
Wealth Management Associates, Inc. 0.09% Add +0.3% 2,864 $256K
BCS Wealth Management 0.06% No change 2,861 $256K
Means Investment Co., Inc. 0.02% Add +0.2% 2,859 $255K
Westmount Partners, LLC 0.07% No change 2,850 $255K
Childress Capital Advisors, LLC 0.05% No change 2,847 $254K
Investment Advisory Group, LLC 0.07% No change 2,841 $254K
Provident Wealth Management, LLC 0.08% No change 2,839 $254K
Eisler Capital Management Ltd. 0.01% Reduce -52.8% 2,813 $253K
LVM Capital Management Ltd. 0.02% New 2,829 $253K
Indiana Trust & Investment Management Co 0.08% Reduce -1.0% 2,815 $251K
Roman Butler Fullerton & Co. 0.07% Add +0.4% 2,853 $251K
Fortress Private Ledger, LLC 0.09% Reduce -3.3% 2,811 $251K
Uptown Financial Advisors LLC 0.22% Reduce -0.3% 2,807 $251K
MB Generational Wealth, LLC 0.16% — 2,800 $250K
MBA Advisors LLC 0.11% Add +1.1% 2,800 $250K
Whitener Capital Management, Inc. 0.06% Reduce -12.5% 2,796 $250K
Nicolet Advisory Services, LLC 0.02% Add +1.2% 2,788 $250K
NCM Capital Management, LLC 0.10% Add +0.1% 2,793 $250K
Wealthspan Partners, LLC 0.10% Reduce -9.4% 2,789 $249K
Blue Barn Wealth, LLC 0.11% Reduce -10.4% 2,785 $249K
Curi Capital, LLC 0.00% Add +9.9% 2,781 $248K
Briaud Financial Planning Inc 0.08% No change 2,779 $248K
Charter Oak Capital Management, LLC 0.02% No change 2,778 $248K
Pursue Wealth Partners LLC 0.14% No change 2,777 $248K
Curran Financial Partners, LLC 0.05% Add +13.8% 2,770 $247K
Alexander Randolph Advisory, Inc. 0.20% No change 2,765 $247K
Cadent Capital Advisors, LLC 0.07% Reduce -5.6% 2,745 $245K
American Institute for Advanced Investment Management, LLP 0.16% Reduce -48.3% 2,745 $245K
Asset Management One Co., Ltd. 0.00% Reduce -39.7% 2,744 $245K
Exit Wealth Advisors, LLC. 0.16% — 2,724 $243K
Manhattan West Asset Management, LLC 0.05% Add +4.8% 2,722 $243K
Strategic Family Wealth Counselors, L.L.C. 0.06% Add +0.1% 2,719 $243K
Poehling Capital Management, INC. 0.05% Reduce -0.1% 2,711 $242K
KERR FINANCIAL PLANNING Corp 0.34% — 2,640 $242K
Highland Capital Management, LLC 0.01% No change 2,703 $241K
Aaron Wealth Advisors LLC 0.01% No change 2,699 $241K
DT Investment Partners, LLC 0.02% No change 2,698 $241K
Heritage Investors Management Corp. 0.01% No change 2,700 $241K
Future Financial Wealth Managment LLC 0.15% Reduce -15.6% 2,697 $241K
Summit Trail Advisors, LLC 0.00% Reduce -1.3% 2,683 $240K
Meridian Financial Advisors, LLC 0.13% New 2,681 $240K
Coldstream Capital Management Inc. 0.00% Reduce -25.2% 2,680 $239K
Marks Group Wealth Management, Inc 0.02% No change 2,677 $239K
Comprehensive Wealth Management, LLC 0.17% Reduce -3.2% 2,667 $238K
Guyasuta Investment Advisors Inc. 0.01% Add +5.5% 2,663 $238K
Russell Investments Group, Ltd. 0.00% Add +27.1% 2,654 $237K
ELCO Management Co., LLC 0.12% No change 2,650 $237K
Exencial Wealth Advisors, LLC 0.01% Reduce -2.8% 2,637 $236K
PACK Private Wealth, LLC 0.11% New 2,624 $234K
Trust Co. of Toledo NA 0.02% Reduce -5.7% 2,621 $234K
Northwest Financial Advisors 0.30% Add +0.0% 2,620 $234K
Diversify Wealth Management, LLC 0.01% Add +1.8% 2,650 $234K
Garrison Point Advisors, LLC 0.10% Reduce -3.9% 2,613 $233K
Pictet North America Advisors SA 0.02% Reduce -84.2% 2,607 $233K
Nicolet Bankshares Inc. 0.04% No change 2,605 $233K
Adamsbrown Wealth Consultants LLC 0.06% Add +4.7% 2,599 $232K
Tripletail Wealth Management, LLC 0.27% Reduce -5.5% 2,595 $232K
Mirador Capital Partners LP 0.03% Reduce -11.7% 2,582 $231K
National Wealth Management Group, LLC 0.09% New 2,577 $230K
MBE Wealth Management, LLC 0.10% Reduce -5.8% 2,571 $230K
Pure Financial Advisors, LLC 0.00% Reduce -2.5% 2,568 $229K
Icon Wealth Advisors, LLC 0.02% Reduce -16.9% 2,563 $229K
IFS Group,LLC 0.20% — 2,560 $229K
Stack Financial Management, Inc 0.02% Add +3.0% 2,548 $228K
Van Hulzen Asset Management, LLC 0.02% Reduce -1.3% 2,543 $227K
Aventura Private Wealth, LLC 0.08% Reduce -30.5% 2,543 $227K
Iowa State Bank 0.04% No change 2,539 $227K
Sonora Investment Management Group, LLC 0.02% Reduce -9.8% 2,530 $226K
Magnolia Capital Management Ltd. 0.17% No change 2,535 $226K
Elevate Wealth Advisory, Inc. 0.16% No change 2,525 $226K
Collective Family Office LLC 0.05% Add +4.7% 2,524 $225K
University of Texas/Texas Am Investment Management Co. 0.03% Add +42.4% 2,524 $225K
WJ Financial Advisors LLC 0.22% — 2,520 $225K
Brave Asset Management Inc. 0.06% No change 2,519 $225K
Klingman & Associates, LLC 0.01% New 2,513 $225K
Natixis 0.00% No change 2,506 $224K
Straight Path Wealth Management 0.06% Add +0.6% 2,505 $224K
Basso Capital Management, L.P. 0.15% No change 2,505 $224K
JSF Financial, LLC 0.05% Add +0.6% 2,504 $224K
RDA Financial Network 0.06% New 2,499 $223K
J2 Capital Management Inc 0.17% New 2,498 $223K
Daiwa Securities Group Inc. 0.00% No change 2,500 $223K
WealthPlan Investment Management, LLC 0.01% Reduce -28.5% 2,496 $223K
Redhawk Wealth Advisors, Inc. 0.03% New 2,492 $223K
Wellington Management Group LLP 0.00% Reduce -87.3% 2,488 $222K
BOK Financial Private Wealth, Inc. 0.01% No change 2,473 $221K
BridgePort Financial Solutions, LLC 0.06% New 2,470 $221K
TruWealth Advisors, LLC 0.01% Reduce -6.5% 2,463 $220K
Centerpoint Advisory Group 0.17% Add +0.7% 2,460 $220K
2UniFi Bank 0.11% Reduce -49.7% 2,457 $220K
Carret Asset Management, LLC 0.02% New 2,451 $219K
Wealthedge Investment Advisors, LLC 0.08% Reduce -7.5% 2,435 $218K
Valtinson Bruner Financial Planning LLC 0.06% Reduce -12.1% 2,434 $217K
Pine Harbor Wealth Management, LLC 0.07% Add +0.5% 2,433 $217K
Maia Wealth LLC 0.04% Reduce -2.4% 2,403 $217K
Broyhill Asset Management, LLC 0.19% No change 2,400 $214K
Arlington Trust Co LLC 0.04% No change 2,391 $214K
Sage Capital Management, LLC 0.10% Add +0.5% 2,391 $214K
Disciplined Investors, L.L.C. 0.15% Reduce -8.6% 2,389 $213K
YANKCOM Partnership 0.10% No change 2,382 $213K
Condor Capital Management 0.02% New 2,365 $211K
TradeWell Securities, LLC. 0.09% Reduce -25.7% 2,356 $210K
Tounjian Advisory Partners, LLC 0.07% Reduce -6.9% 2,356 $210K
L.K. Benson & Company, P.C. 0.11% New 2,344 $209K
Elevatus Welath Management 0.06% New 2,331 $208K
Paragon Capital Management Ltd 0.04% New 2,321 $207K
Longview Financial Advisors, Inc. 0.15% New 2,306 $206K
Mirabaud & Cie SA 0.07% Reduce -26.8% 2,300 $205K
Bragg Financial Advisors, Inc 0.01% New 2,288 $204K
North Forty Two & Co. 0.20% New 2,287 $204K
Mengis Capital Management, Inc. 0.04% New 2,286 $204K
Boston Family Office LLC 0.01% New 2,282 $204K
Gainplan LLC 0.09% New 2,277 $203K
Boston Standard Wealth Management, LLC 0.03% New 2,256 $202K
First Heartland Consultants, Inc. 0.02% Reduce -11.7% 2,257 $202K
Peak Planning Group, LLC 0.10% Reduce -85.0% 2,252 $201K
Capital Square, LLC 0.10% New 2,247 $201K
Mustard Seed Financial, LLC 0.13% New 2,246 $201K
Kings Path Partners LLC 0.07% No change 2,225 $199K
Wormser Freres Gestion 0.11% No change 2,195 $196K
Evermay Wealth Management LLC 0.02% No change 2,190 $196K
Country Trust Bank 0.00% Reduce -6.7% 2,093 $187K
Covestor Ltd 0.10% Add +18.5% 2,000 $179K
Bulwark Capital Corp 0.14% Reduce -5.3% 2,002 $179K
Black Maple Capital Management LP 0.13% Reduce -33.3% 2,000 $179K
Flagship Wealth Advisors, LLC 0.06% Reduce -6.0% 1,989 $178K
Comprehensive Financial Planning, Inc. 0.12% Reduce -1.3% 1,977 $177K
Missouri Trust & Investment Co 0.05% Add +20.7% 1,950 $174K
Weaver Capital Management LLC 0.04% No change 1,888 $169K
Hara Capital LLC 0.10% No change 1,885 $168K
Ssa Swiss Advisors AG 0.08% Add +6.1% 1,883 $168K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,879 $168K
Realta Investment Advisors 0.06% Reduce -0.9% 1,869 $167K
Compass Financial Services Inc 0.07% Add +0.7% 1,865 $167K
Evolution Wealth Management Inc. 0.17% Reduce -23.8% 1,863 $166K
Key Financial Inc 0.03% Reduce -5.0% 1,842 $165K
Manning & Napier Advisors LLC 0.00% New 1,800 $161K
American National Bank & Trust 0.02% Reduce -71.5% 1,751 $156K
WFA of San Diego, LLC 0.11% No change 1,750 $156K
Crewe Advisors LLC 0.01% Add +2.1% 1,684 $150K
Pin Oak Investment Advisors Inc. 0.11% Add +5.2% 1,656 $148K
Winch Advisory Services, LLC 0.03% Add +0.8% 1,588 $142K
Sound Income Strategies, LLC 0.01% Reduce -20.3% 1,601 $140K
Horizon Bancorp Inc. 0.06% No change 1,521 $136K
Operose Advisors LLC 0.03% No change 1,520 $136K
Phillips Financial Management, LLC 0.01% Add +15.1% 1,512 $135K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,500 $133K
Chilton Capital Management LLC 0.00% Reduce -0.2% 1,474 $132K
Cranbrook Wealth Management, LLC 0.03% Add +0.5% 1,464 $131K
Webster Bank, N. A. 0.01% Add +1.7% 1,464 $131K
Financial Life Planners 0.09% New 1,463 $131K
Delta Asset Management LLC 0.01% No change 1,455 $130K
Peterson Wealth Services 0.03% Reduce -97.5% 58 $129K
Perritt Capital Management Inc 0.06% Add +0.9% 1,415 $126K
Ameliora Wealth Management Ltd. 0.04% Reduce -94.9% 1,412 $126K
Redmont Wealth Advisors LLC 0.17% No change 1,395 $125K
Providence Capital Advisors, LLC 0.02% No change 1,347 $120K
Financial Consulate, Inc. 0.02% New 1,333 $119K
Mascoma Wealth Management LLC 0.03% Reduce -42.5% 1,293 $116K
Root Financial Partners, LLC 0.01% New 1,290 $115K
Founders Capital Management 0.06% Add +0.2% 1,278 $114K
Addison Advisors LLC 0.03% No change 1,271 $114K
Bangor Savings Bank 0.01% Add +2.1% 1,232 $110K
Friedenthal Financial 0.06% Reduce -0.7% 1,230 $110K
West Paces Advisors Inc. 0.02% Reduce -15.4% 1,224 $109K
Northwest Capital Management Inc 0.11% Reduce -92.9% 1,193 $107K
GAMMA Investing LLC 0.01% Add +8.3% 1,193 $107K
Centerpoint Advisors, LLC 0.03% Reduce -12.9% 1,165 $104K
Cheviot Value Management, LLC 0.01% No change 1,162 $102K
Abound Wealth Management 0.02% Add +5.7% 1,112 $99K
Measured Wealth Private Client Group, LLC 0.03% New 1,097 $98K
Global Wealth Strategies & Associates 0.03% Reduce -26.7% 1,093 $98K
Legal & General Group Plc 0.00% New 1,055 $95K
N.E.W. Advisory Services LLC 0.01% Reduce -0.8% 1,045 $93K
Byrne Asset Management LLC 0.07% Add +22.0% 1,044 $93K
Joseph Group Capital Management 0.03% No change 1,023 $91K
MTM Investment Management, LLC 0.03% Add +0.4% 1,016 $91K
Glassman Wealth Services 0.01% Reduce -5.3% 1,003 $90K
CVA Family Office, LLC 0.01% No change 991 $89K
HighMark Wealth Management LLC 0.04% Add +11.7% 974 $87K
Howe & Rusling Inc. 0.01% Reduce -13.4% 939 $84K
Hilltop National Bank 0.02% No change 890 $80K
Smithfield Trust Co 0.00% Reduce -3.8% 885 $79K
Pension & Wealth Management Advisors, Inc. 0.02% No change 870 $78K
Integrity Financial Corp 0.04% Reduce -0.6% 868 $78K
Nova Wealth Management, Inc. 0.05% Reduce -17.4% 850 $76K
Aviso Financial Inc. 0.00% No change 840 $75K
TD Capital Management LLC 0.01% No change 827 $74K
Paladin Advisory Group, LLC 0.06% Add +82.2% 818 $73K
McIlrath & Eck, LLC 0.01% No change 808 $72K
North Capital, Inc. 0.06% Add +0.1% 801 $72K
HM Payson & Co. 0.00% New 800 $71K
Quest 10 Wealth Builders, Inc. 0.06% Reduce -11.1% 780 $70K
Ball & Co Wealth Management Inc. 0.05% New 778 $69K
MGB Wealth Management, LLC 0.02% Reduce -25.0% 750 $67K
Biltmore Family Office, LLC 0.01% Reduce -16.7% 750 $67K
Gleason Group, Inc. 0.01% Reduce -4.8% 735 $66K
Collier Financial 0.05% — 730 $65K
JPL Wealth Management, LLC 0.02% New 726 $65K
Duncker Streett & Co. Inc. 0.01% No change 726 $65K
Reyes Financial Architecture, Inc. 0.04% Add +84.5% 714 $64K
WFA Asset Management Corp 0.03% Add +0.7% 722 $63K
First United Bank & Trust 0.02% Add +8.6% 706 $63K
Brentview Investment Management LLC 0.03% No change 700 $63K
Topsail Wealth Management, LLC 0.01% No change 700 $63K
Avalon Trust Co 0.00% New 675 $60K
Nemes Rush Group LLC 0.01% Add +0.3% 671 $60K
Delos Wealth Advisors, LLC 0.04% No change 661 $59K
Physician Wealth Advisors, Inc. 0.01% Add +59.5% 657 $59K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -8.4% 650 $58K
Hazlett, Burt & Watson, Inc. 0.02% Add +3.2% 647 $58K
Steigerwald, Gordon & Koch Inc. 0.01% New 644 $58K
C M Bidwell & Associates Ltd. 0.03% Reduce -38.4% 638 $57K
Millstone Evans Group, LLC 0.04% No change 632 $56K
Accredited Wealth Management, LLC 0.04% Reduce -84.1% 100 $56K
Bollard Group LLC 0.00% Add +0.5% 579 $52K
Tucker Asset Management LLC 0.02% New 577 $52K
Rosenberg Matthew Hamilton 0.01% Add +24.5% 575 $51K
MCF Advisors LLC 0.00% Add +0.5% 572 $51K
Coston, McIsaac & Partners 0.01% New 566 $50K
Grey Fox Wealth Advisors, LLC 0.01% New 550 $49K
Barnes Dennig Private Wealth Management LLC 0.05% Reduce -6.2% 549 $49K
Abich Financial Wealth Management LLC 0.02% — 545 $49K
Maryland Capital Advisors Inc. 0.02% No change 544 $49K
Principia Wealth Advisory, LLC 0.03% Reduce -63.2% 537 $48K
Plante Moran Financial Advisors, LLC 0.00% Add +0.4% 529 $47K
Caitlin John, LLC 0.03% New 525 $47K
Your Advocates Ltd., LLP 0.02% Add +1.0% 511 $46K
JDM Financial Group LLC 0.02% No change 504 $45K
Tanglewood Legacy Advisors, LLC 0.02% No change 500 $45K
Hoey Investments, Inc. 0.01% New 500 $45K
Heartwood Wealth Advisors LLC 0.00% New 500 $45K
Creekmur Asset Management LLC 0.01% Reduce -5.8% 499 $45K
Dunhill Financial, LLC 0.01% Reduce -36.5% 493 $44K
ORG Partners LLC 0.01% No change 475 $42K
Main Street Group, LTD 0.01% Add +0.4% 466 $42K
Trust Co. of Vermont 0.00% Add +10.7% 465 $42K
Family Manage LLC 0.01% No change 464 $41K
WealthShield Partners, LLC 0.00% Add +0.4% 461 $41K
Compagnie Lombard Odier SCmA 0.00% Reduce -93.7% 451 $40K
Hantz Financial Services, Inc. 0.00% Reduce -73.7% 448 $40K
Hamilton Point Investment Advisors, LLC 0.01% No change 446 $40K
Townsend Asset Management Corp. /NC/ 0.01% Reduce -6.0% 442 $40K
CBIZ Investment Advisory Services, LLC 0.00% No change 434 $39K
Pinnacle Holdings, LLC 0.02% No change 432 $39K
Redwood Park Advisors LLC 0.03% Add +0.2% 432 $39K
Whipplewood Advisors, LLC 0.03% No change 430 $38K
Guerra Advisors Inc 0.01% New 421 $38K
First Community Trust NA 0.03% No change 415 $37K
Acima Private Wealth, LLC 0.01% No change 408 $36K
Davis Capital Management 0.02% — 400 $36K
Turim 21 Investimentos Ltda. 0.01% Reduce -93.3% 400 $36K
Banque Cantonale Vaudoise 0.00% Reduce -2.5% 389 $35K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 380 $34K
Stephens Consulting, LLC 0.01% No change 377 $34K
PFS Partners, LLC 0.02% Add +0.5% 377 $34K
Roble, Belko & Company, Inc 0.00% Add +92.6% 366 $33K
Hager Investment Management Services, LLC 0.02% Add +45.8% 366 $33K
DHJJ Financial Advisors, Ltd. 0.01% No change 365 $33K
GoalVest Advisory LLC 0.01% Add +72.2% 365 $33K
Barrett & Company, Inc. 0.01% Reduce -68.7% 364 $33K
Ashton Thomas Securities, LLC 0.00% Reduce -58.9% 361 $32K
Ogorek Anthony Joseph /NY/ 0.01% Add +0.3% 363 $32K
Bare Financial Services, Inc 0.01% No change 352 $31K
Birchbrook, Inc. 0.02% No change 340 $30K
Register Financial Advisors LLC 0.01% Add +0.3% 335 $30K
Seneschal Advisors, LLC 0.02% New 332 $30K
Foster Dykema Cabot & Partners, LLC 0.00% No change 331 $30K
IAG Wealth Partners, LLC 0.00% Reduce -24.9% 331 $30K
Signature Resources Capital Management, LLC 0.02% No change 329 $29K
Legacy Wealth Managment, LLC 0.01% Add +97.0% 329 $29K
Vermillion Wealth Management, Inc. 0.01% Add +0.9% 328 $29K
Highline Wealth Partners LLC 0.01% Reduce -6.8% 327 $29K
Cape Investment Advisory, Inc. 0.03% Reduce -16.4% 301 $27K
Consultiva Wealth Management, Corp. 0.08% No change 300 $27K
Painted Porch Advisors LLC 0.01% No change 300 $27K
NFSG Corp 0.00% Add +0.3% 297 $27K
Rialto Wealth Management, LLC 0.01% Reduce -6.0% 284 $25K
Ascentis Wealth Management, LLC 0.01% No change 284 $25K
Dynamic Wealth Strategies, LLC 0.02% Reduce -0.7% 276 $25K
Holos Integrated Wealth LLC 0.01% No change 289 $25K
Wagner Wealth Management, LLC 0.01% Add +270.3% 274 $25K
MilWealth Group LLC 0.01% No change 256 $23K
FSA Wealth Management LLC 0.01% Add +0.8% 250 $22K
Strengthening Families & Communities, LLC 0.00% Add +0.4% 246 $22K
Gables Capital Management Inc. 0.01% No change 243 $22K
Vision Financial Markets LLC 0.02% Add +0.4% 243 $22K
Cary Street Partners Investment Advisory LLC 0.01% No change 222 $20K
REAP Financial Group, LLC 0.00% New 204 $18K
West Oak Capital, LLC 0.01% No change 200 $18K
Towne Trust Company, N.A 0.01% No change 200 $18K
Fortitude Family Office, LLC 0.00% No change 200 $18K
Strategic Investment Solutions, Inc. 0.00% No change 200 $18K
Ameritas Investment Partners, Inc. 0.00% Add +1.0% 200 $18K
Wealth Preservation Advisors, LLC 0.01% No change 199 $18K
Dagco, Inc. 0.00% No change 199 $18K
Bernard Wealth Management Corp. 0.01% Add +1.6% 196 $18K
SOA Wealth Advisors, LLC. 0.00% Add +1.1% 193 $17K
Citizens National Bank Trust Department 0.00% No change 180 $16K
Corsicana & Co. 0.01% — 175 $16K
Coastline Trust Co 0.00% No change 175 $16K
Hartford Financial Management Inc. 0.00% No change 173 $15K
Clean Yield Group 0.00% Add +0.6% 170 $15K
Allspring Global Investments Holdings, LLC 0.00% New 164 $15K
Provenance Wealth Advisors, LLC 0.00% Reduce -6.9% 163 $15K
Perkins Coie Trust Co 0.00% Reduce -83.8% 157 $14K
LGT Financial Advisors LLC 0.03% New 155 $14K
Ballast Advisors LLC 0.00% No change 150 $13K
Midwest Capital Advisors, LLC 0.01% Add +1.4% 148 $13K
American Capital Advisory, LLC 0.01% New 143 $13K
Nalls Sherbakoff Group, LLC 0.01% No change 140 $13K
Morse Asset Management, Inc 0.00% Reduce -0.8% 126 $11K
First PREMIER Bank 0.00% No change 127 $11K
Alpine Bank Wealth Management 0.00% No change 123 $11K
HHM Wealth Advisors, LLC 0.00% Add +0.8% 118 $11K
Concord Wealth Partners 0.00% Reduce -18.8% 117 $10K
DiNuzzo Private Wealth, Inc. 0.00% No change 114 $10K
Avion Wealth 0.00% No change 119 $10K
Smallwood Wealth Investment Management, LLC 0.01% Reduce -9.8% 111 $10K
Chapman Financial Group, LLC 0.01% No change 110 $10K
FWL Investment Management, LLC 0.00% No change 110 $10K
Marshall & Sterling Wealth Advisors Inc. 0.01% Add +671.4% 108 $10K
Silicon Valley Capital Partners 0.00% No change 108 $10K
Richard Bernstein Advisors LLC 0.00% No change 104 $9K
Sachetta, LLC 0.00% No change 100 $9K
Private Wealth Management Group, LLC 0.00% No change 100 $9K
Archer Investment Corp 0.00% Add +1.0% 100 $9K
WestEnd Advisors, LLC 0.00% Reduce -11.9% 96 $9K
American Wealth Advisors, LLC 0.01% — 93 $8K
JNBA Financial Advisors 0.00% No change 91 $8K
Graney & King, LLC 0.01% Add +1.1% 90 $8K
City State Bank 0.00% Add +50.0% 90 $8K
Versant Capital Management, Inc 0.00% No change 90 $8K
IMG Wealth Management, Inc. 0.01% Add +1.2% 85 $8K
Richardson Financial Services Inc. 0.00% Reduce -44.7% 83 $7K
Pacifica Partners Inc. 0.00% No change 80 $7K
Anfield Capital Management, LLC 0.00% No change 78 $7K
VSM Wealth Advisory, LLC 0.00% Add +1.3% 76 $7K
Pineridge Advisors LLC 0.00% Add +1.3% 76 $7K
Cherry Tree Wealth Management, LLC 0.00% No change 75 $7K
Creative Capital Management Investments LLC 0.00% New 74 $7K
Maseco LLP 0.00% No change 71 $6K
Kilter Group LLC 0.00% Add +1.4% 70 $6K
CNB Bank 0.00% No change 70 $6K
Keener Financial Planning LLC 0.00% No change 75 $6K
Bank & Trust Co 0.00% No change 67 $6K
Exchange Traded Concepts, LLC 0.00% Reduce -97.8% 67 $6K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -88.3% 66 $6K
SWAN Capital LLC 0.00% No change 65 $6K
Eukles Asset Management 0.00% No change 56 $5K
GHP Investment Advisors, Inc. 0.00% No change 55 $5K
Hillsdale Investment Management Inc. 0.00% New 55 $5K
Tortoise Investment Management, LLC 0.00% New 54 $5K
Aspect Partners, LLC 0.00% No change 51 $5K
Minot DeBlois Advisors LLC 0.00% Reduce -52.4% 50 $4K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 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% Add +2.3% 45 $4K
Aventus Investment Advisors, Inc. 0.00% Reduce -82.7% 42 $4K
Financial Management Professionals, Inc. 0.00% Reduce -28.8% 42 $4K
Logan Capital Management Inc. 0.00% Add +2.6% 40 $4K
Rakuten Securities, Inc. 0.00% Reduce -33.3% 36 $3K
Kozak & Associates, Inc. 0.00% No change 34 $3K
Park Place Capital Corp 0.00% Add +2900.0% 30 $3K
Bogart Wealth, LLC 0.00% No change 28 $3K
Strategic Advocates LLC 0.00% New 28 $2K
Financial Network Wealth Advisors LLC 0.00% New 25 $2K
Advanced Asset Management Advisors Inc 0.00% Reduce -28.6% 25 $2K
TFC Financial Management, Inc. 0.00% New 24 $2K
Truvestments Capital LLC 0.00% No change 22 $2K
Asset Dedication, LLC 0.00% Reduce -58.8% 21 $2K
Federated Hermes, Inc. 0.00% New 21 $2K
Cedar Wealth Management, LLC 0.00% No change 20 $2K
Lavaca Capital LLC 0.00% Add +5.9% 18 $2K
Transce3nd, LLC 0.01% Reduce -97.7% 16 $1K
Orion Capital Management LLC 0.00% New 12 $1K
Mountain Hill Investment Partners Corp. 0.00% Add +9.1% 12 $1K
Syntax Research, Inc. 0.00% New 10 $901
Game Plan Financial Advisors, LLC 0.00% No change 10 $893
Valued Wealth Advisors LLC 0.00% Reduce -18.2% 9 $778
Wolff Wiese Magana LLC 0.00% Reduce -99.8% 6 $537
Turning Point Benefit Group, Inc. 0.00% New 5 $447
MPWM Advisory Solutions, LLC 0.00% No change 4 $357
AllSquare Wealth Management LLC 0.00% No change 3 $268
Proathlete Wealth Management LLC 0.00% No change 2 $183
Parallax Volatility Advisers, L.P. 0.00% Reduce -100.0% 1 $89
Central Pacific Bank - Trust Division 0.00% No change 1 $89

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