SS Energy Select SectorXLEETF

13F holders, Q4 2025 (December 31)
1,868holders +128
142new positions
103sold out
8famous investors
$44.64avg. 13F price*

At the end of Q4 2025, 1,868 institutions reported holding SS Energy Select Sector (XLE) in their 13F filings, up 128 from Q3 2025. 142 opened new positions and 103 sold out. The largest holders were Bank of America Corp. ($2.0B), Morgan Stanley ($1.3B) and Goldman Sachs Group Inc. ($1.1B). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS Energy Select Sector
Filed as
SELECT SECTOR SPDR TR (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions142$304.2M
Exits103$148.3M

All 13F filers, Q3 2025 → Q4 2025: 28,605,377 shares bought and 35,925,716 shares sold, net −7,320,339 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,868 holders

Bank of America Corp. 0.15% Reduce -2.9% 45,161,229 $2.0B
Morgan Stanley 0.08% Reduce -3.8% 29,438,378 $1.3B
Goldman Sachs Group Inc. 0.15% Add +11.9% 23,673,582 $1.1B
Wells Fargo & Company 0.18% Reduce -2.9% 20,261,657 $905.9M
JPMorgan Chase & Co. 0.05% Reduce -15.3% 16,718,824 $747.5M
UBS Group AG 0.12% Reduce -13.6% 13,959,683 $624.1M
LPL Financial LLC 0.16% Reduce -0.1% 12,874,212 $575.6M
Menora Mivtachim Holdings LTD. 1.97% Add +29.8% 9,373,600 $419.1M
Royal Bank of Canada 0.06% Reduce -7.0% 7,420,456 $331.8M
Hamilton Capital, LLC 16.33% — 7,305,472 $326.6M
Barclays PLC 0.11% Reduce -25.8% 6,252,526 $279.6M
Raymond James Financial Inc. 0.08% Add +4.0% 5,884,072 $263.1M
Ameriprise Financial Inc. 0.06% Reduce -6.2% 5,584,738 $249.7M
BNP Paribas Financial Markets 0.16% Add +4.5% 5,583,822 $249.7M
Citigroup Inc. 0.17% Add +0.2% 5,395,330 $241.2M
HSBC Holdings PLC 0.13% Add +0.5% 5,142,588 $229.7M
Envestnet Asset Management Inc. 0.06% Reduce -8.4% 4,405,598 $197.0M
Saudi Central Bank 7.22% No change 4,321,004 $193.2M
Healthcare of Ontario Pension Plan Trust Fund 0.32% Add +54.0% 4,159,000 $185.9M
Bank of Montreal 0.07% Add +59.9% 3,815,600 $170.6M
Cibc World Market Inc. 0.26% Reduce -21.1% 3,252,712 $145.4M
Osaic Holdings, Inc. 0.19% Reduce -3.9% 2,841,235 $127.0M
Canada Pension Plan Investment Board 0.08% No change 2,700,000 $120.7M
Cetera Investment Advisers 0.12% Add +3.6% 2,464,891 $110.2M
Wealthfront Advisers LLC 0.25% Add +0.3% 2,454,566 $109.7M
Main Management Fund Advisors LLC 9.87% New 2,420,800 $108.2M
Stifel Financial Corp. 0.09% Add +12.4% 2,275,957 $101.8M
Susquehanna International Group, LLP 0.13% Reduce -0.9% 2,155,764 $96.4M
Allen Investment Management, LLC 1.06% Add +8.2% 2,130,644 $95.3M
Northern Trust Corp. 0.01% Reduce -5.5% 2,082,527 $93.1M
Commonwealth Equity Services, LLC 0.11% Reduce -3.1% 1,818,072 $81.3M
HighTower Advisors, LLC 0.09% Reduce -3.2% 1,800,359 $80.5M
PGIM Custom Harvest LLC 1.09% Add +3.5% 1,651,536 $73.8M
J.Safra Asset Management Corp 3.65% Add +3.2% 1,555,677 $69.6M
Rockefeller Capital Management L.P. 0.12% Add +3.9% 1,543,260 $69.0M
Capital Investment Advisors, LLC 1.01% Add +720.4% 1,483,398 $66.3M
Cornerstone Advisors, LLC 2.13% Add +1954.1% 1,429,652 $63.9M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.3% 1,366,342 $61.1M
Marshall Wace, LLP 0.06% Add +36.7% 1,272,923 $56.9M
MML Investors Services, LLC 0.13% Add +6.9% 1,236,516 $55.3M
Alps Advisors Inc. 0.31% Add +11.8% 1,198,522 $53.6M
Capstone Investment Advisors, LLC 0.54% Add +7912.6% 1,197,568 $53.5M
EP Wealth Advisors, LLC 0.27% — 1,157,946 $51.8M
Steward Partners Investment Advisory, LLC 0.28% Add +3.9% 1,132,716 $50.6M
Cwm, LLC 0.14% Add +8.3% 1,126,411 $50.4M
Corient Private Wealth LP 0.07% Add +29.6% 1,125,967 $50.3M
Cambridge Investment Research Advisors, Inc. 0.13% Reduce -5.7% 1,086,712 $48.6M
Baird Financial Group, Inc. 0.07% Add +4.6% 1,068,610 $47.8M
FIL Ltd 0.04% Add +0.3% 1,064,050 $47.6M
BlackRock, Inc. 0.00% Reduce -20.7% 1,011,830 $45.2M
Municipal Employees' Retirement System of Michigan 0.50% Add +37.6% 991,274 $44.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.22% Add +2.4% 937,446 $41.9M
Janney Montgomery Scott LLC 0.09% Reduce -5.6% 915,235 $40.9M
Clal Insurance Enterprises Holdings Ltd 0.25% No change 869,894 $38.9M
Mercer Global Advisors Inc. 0.06% Add +4.0% 892,075 $38.8M
US Bancorp \de 0.04% Reduce -1.3% 854,470 $38.2M
PNC Financial Services Group, Inc. 0.02% Reduce -35.1% 837,606 $37.4M
Truist Financial Corp. 0.05% Reduce -15.4% 831,691 $37.2M
Cantor Fitzgerald, L. P. 1.11% Add +4.2% 828,463 $37.0M
Millennium Management 0.03% Add +94.6% 784,377 $35.1M
Fifth Third Bancorp 0.11% Reduce -4.8% 783,414 $35.0M
Tocqueville Asset Management L.P. 0.51% No change 775,630 $34.7M
Schroder Investment Management Group 0.03% New 765,960 $34.4M
GenTrust, LLC 1.49% Add +24.5% 769,916 $34.4M
Blue Chip Partners, LLC 2.49% Add +2.0% 768,613 $34.4M
Forbes J M & Co. LLP 2.77% Add +1.0% 766,392 $34.3M
Cerity Partners LLC 0.05% Add +13.4% 757,688 $33.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.78% Add +1.6% 728,693 $32.6M
Agf Management Ltd. 0.14% Reduce -25.2% 724,762 $32.4M
Modern Wealth Management, LLC 0.59% Add +5.7% 721,273 $32.2M
Affinity Wealth Management LLC 4.52% Add +1.9% 710,877 $31.8M
Private Advisor Group, LLC 0.15% Reduce -0.7% 707,063 $31.6M
Focus Partners Wealth 0.03% Add +3.2% 672,030 $30.3M
Oakworth Capital, Inc. 1.61% Add +10.7% 659,541 $29.5M
KCM Investment Advisors LLC 0.95% Reduce -4.2% 657,883 $29.4M
RiverFront Investment Group, LLC 0.48% Add +0.1% 653,940 $29.2M
Phoenix Financial Ltd. 0.32% Reduce -0.1% 649,982 $29.1M
CoreCap Advisors, LLC 1.02% Add +9.4% 649,867 $29.1M
Equitable Trust Co. 1.28% Reduce -1.8% 638,996 $28.6M
Kestra Advisory Services, LLC 0.12% Reduce -0.2% 625,891 $28.0M
Citadel Advisors 0.02% Add +46.5% 599,005 $26.8M
Sanctuary Advisors, LLC 0.14% Reduce -0.9% 591,524 $26.4M
UNIVEST FINANCIAL Corp 1.40% Reduce -0.9% 591,160 $26.4M
Cresset Asset Management, LLC 0.11% Add +10.6% 570,828 $25.5M
Factory Mutual Insurance Co. 0.25% No change 553,200 $24.7M
Jones Financial Companies LLLP 0.02% Add +12.3% 552,326 $24.7M
Appleton Partners Inc. 1.60% Add +0.5% 543,535 $24.3M
Peapack Gladstone Financial Corp. 0.29% Reduce -1.1% 519,559 $23.2M
Advisory Alpha, LLC 0.62% Reduce -11.9% 508,163 $22.7M
Wealth Enhancement Advisory Services, LLC 0.03% Add +8.6% 497,537 $22.7M
Brown Advisory Inc. 0.03% Reduce -4.7% 500,368 $22.4M
Granger Management LLC 5.87% No change 496,946 $22.2M
Trilogy Capital Inc. 0.99% Add +247.8% 493,281 $22.1M
Mariner, LLC 0.03% Add +10.3% 471,809 $21.1M
AE Wealth Management LLC 0.12% Add +9.5% 464,076 $20.7M
Thrivent Financial for Lutherans 0.04% Add +60.0% 451,001 $20.2M
Passaic Partners LLC 2.06% New 445,856 $19.9M
Jefferies Financial Group Inc. 0.16% Add +211.2% 431,005 $19.3M
Van Eck Associates Corp. 0.02% Add +15.4% 429,206 $19.2M
Ferguson Wellman Capital Management, Inc. 0.31% Reduce -0.7% 428,018 $19.1M
Creative Planning 0.01% Add +7.6% 427,301 $19.1M
Resonant Capital Advisors, LLC 1.01% Reduce -1.7% 412,584 $18.4M
W.G. Shaheen & Associates DBA Whitney & Co 1.46% Add +0.3% 409,412 $18.3M
Trust Asset Management LLC 1.24% Reduce -3.5% 407,768 $18.2M
Pinkerton Wealth, LLC 1.83% Add +7.2% 399,881 $17.9M
&partners 0.09% Add +11.2% 386,838 $17.3M
Balyasny Asset Management L.P. 0.03% Add +53.6% 383,947 $17.2M
Franklin Resources Inc. 0.00% Add +0.7% 377,622 $16.9M
Pathstone Holdings, LLC 0.06% Reduce -4.7% 374,352 $16.7M
Prudent Investors Network, Inc. 3.68% Add +2.9% 359,154 $16.1M
Cedrus Wealth Group LLC 14.76% — 357,945 $16.0M
SP Asset Management LLC 1.26% Reduce -0.9% 355,904 $15.9M
Main Management LLC 1.11% New 345,000 $15.4M
NewEdge Advisors, LLC 0.06% Add +12.3% 374,199 $15.4M
Parallax Volatility Advisers, L.P. 0.54% Add +17124350.0% 342,489 $15.3M
Schonfeld Strategic Advisors LLC 0.08% Add +4454.8% 335,964 $15.0M
Equitable Holdings, Inc. 0.10% Add +35.6% 334,118 $14.9M
Blume Capital Management, Inc. 2.73% Add +0.2% 332,656 $14.9M
MAI Capital Management 0.08% Add +14.3% 322,041 $14.4M
Pittenger & Anderson Inc. 0.55% Add +6.8% 317,624 $14.2M
Janney Capital Management LLC 0.88% Reduce -2.6% 314,840 $14.1M
Harel Insurance Investments & Financial Services Ltd. 0.12% Reduce -93.0% 307,160 $14.0M
Oppenheimer & Co. Inc. 0.19% Add +35.5% 297,446 $13.3M
Partners Capital Investment Group, LLP 0.49% Add +0.8% 296,295 $13.2M
Advisory Services Network, LLC 0.18% Add +2.3% 289,707 $13.0M
First Interstate Bank 0.68% No change 284,470 $12.7M
Beacon Pointe Advisors, LLC 0.09% Add +8.5% 282,847 $12.6M
Tudor Investment Corporation 0.07% Reduce -85.0% 282,070 $12.6M
D.A. Davidson & Co. 0.08% Add +17.3% 281,423 $12.6M
Blue Trust, Inc. 0.14% Reduce -0.7% 278,478 $12.5M
Ethos Financial Group, LLC 0.92% Add +3.0% 277,399 $12.4M
Steele Capital Management, Inc. 0.52% Reduce -2.4% 271,962 $12.2M
1832 Asset Management L.P. 0.02% Reduce -3.0% 269,809 $12.1M
Howland Capital Management LLC 0.45% Reduce -3.5% 265,644 $11.9M
Merit Financial Group, LLC 0.10% Add +85.2% 265,482 $11.9M
Provida Pension Fund Administrator 0.20% Reduce -52.7% 264,858 $11.8M
Dakota Wealth Management 0.21% Add +7.1% 260,201 $11.6M
Ashton Thomas Private Wealth, LLC 0.28% Reduce -7.4% 259,306 $11.6M
Exchange Traded Concepts, LLC 0.10% Add +192925.4% 258,654 $11.6M
Captrust Financial Advisors 0.02% Reduce -11.7% 258,332 $11.6M
Solitude Financial Services 3.80% Reduce -5.6% 257,500 $11.5M
Blair William & Co. 0.03% Reduce -4.9% 256,580 $11.5M
Armstrong Advisory Group, Inc. 0.77% Add +0.7% 255,632 $11.4M
Fielder Capital Group LLC 2.42% Add +6.1% 254,202 $11.4M
SG Americas Securities, LLC 0.01% Reduce -40.3% 250,633 $11.2M
Point72 Asset Management 0.02% New 249,706 $11.2M
NTV Asset Management LLC 1.18% Add +15.3% 249,003 $11.1M
Westwood Holdings Group Inc. 0.09% Reduce -0.1% 245,363 $11.0M
Peak Retirement Planning, Inc. 2.47% New 236,200 $10.6M
Credit Industriel Et Commercial 2.41% Add +19.7% 235,330 $10.5M
Ausdal Financial Partners, Inc. 0.49% Add +27.2% 235,318 $10.5M
Whitcomb & Hess, Inc. 2.47% Add +8.4% 222,951 $10.5M
Wilmington Savings Fund Society, FSB 0.24% Reduce -0.2% 232,460 $10.4M
Renaissance Technologies 0.02% Reduce -76.0% 229,738 $10.3M
Fiduciary Group, LLC 0.84% Reduce -1.6% 223,641 $10.0M
Credit Agricole S A 0.03% Reduce -11.1% 221,321 $9.9M
Comerica Bank 0.04% Reduce -8.2% 218,846 $9.8M
Keybank National Association 0.03% Reduce -4.0% 218,056 $9.7M
Waverly Advisors, LLC 0.08% Add +14.4% 211,416 $9.5M
Black Swift Group, LLC 1.57% Reduce -1.9% 210,390 $9.4M
Foundations Investment Advisors, LLC 0.12% Add +197.5% 210,098 $9.4M
Vickerman Investment Advisors, Inc. 1.86% Reduce -1.0% 208,640 $9.3M
Atria Investments, Inc 0.11% Add +1.1% 206,990 $9.3M
Stratos Wealth Advisors, LLC 0.45% Reduce -0.5% 206,378 $9.2M
Vestor Capital, LLC 0.78% Add +503.5% 970,985 $9.2M
Biltmore Wealth Management, LLC 3.45% Add +0.5% 204,465 $9.1M
Cullen Capital Management, LLC 0.10% New 204,009 $9.1M
Krilogy Financial LLC 0.31% Add +2.5% 184,400 $9.1M
Park Avenue Securities LLC 0.08% Reduce -2.8% 202,183 $9.0M
Crescent Grove Advisors, LLC 0.86% Reduce -10.2% 201,260 $9.0M
Arkadios Wealth Advisors 0.18% Add +8.0% 200,993 $9.0M
Valmark Advisers, Inc. 0.11% Add +2.3% 198,661 $8.9M
Pinnacle Financial Partners, Inc. 0.07% — 197,839 $8.8M
Diversify Advisory Services, LLC 0.28% Add +4.7% 185,167 $8.8M
Baker Avenue Asset Management, LP 0.20% Reduce -12.3% 196,976 $8.8M
Vontobel Holding Ltd. 0.03% Reduce -3.5% 196,752 $8.8M
Busey Bank 0.23% Reduce -2.9% 193,400 $8.6M
Swan Global Investments, LLC 0.41% Reduce -22.6% 192,570 $8.6M
Econ Financial Services Corp 4.22% Add +6.9% 188,112 $8.4M
Act Wealth Management, LLC 2.74% Add +4.8% 187,509 $8.4M
Bryn Mawr Trust Advisors, LLC 0.40% No change 184,231 $8.2M
Chemung Canal Trust Co. 1.61% Add +1.9% 182,474 $8.2M
Enclave Advisors LLC 1.14% Reduce -24.8% 180,627 $8.1M
Concord Investment Counsel Inc. 2.62% Reduce -2.4% 180,420 $8.1M
Foguth Wealth Management, LLC. 1.25% — 176,683 $8.1M
McKinley Carter Wealth Services, Inc. 0.45% Reduce -20.6% 180,363 $8.1M
Advyzon Investment Management, LLC 0.93% Add +102.4% 178,717 $8.0M
Bar Harbor Wealth Management 0.46% Add +2.2% 178,524 $8.0M
Quadrature Capital Ltd 0.08% Reduce -37.6% 177,506 $7.9M
Ted Buchan & Co 2.90% Add +7.8% 176,762 $7.9M
Capital Insight Partners, LLC 1.67% Reduce -17.5% 176,410 $7.9M
U.S. Capital Wealth Advisors, LLC 0.21% Reduce -4.2% 176,321 $7.9M
Long Run Wealth Advisors, LLC 1.48% Add +6.0% 175,967 $7.9M
Simon Quick Advisors, LLC 0.34% Reduce -1.4% 175,184 $7.8M
Mgo One Seven LLC 0.16% Add +2.6% 174,468 $7.8M
Mizuho Markets Americas LLC 0.17% Add +18.7% 174,011 $7.8M
Jump Financial, LLC 0.10% Reduce -46.5% 172,558 $7.7M
LS Investment Advisors, LLC 1.07% Reduce -6.5% 170,108 $7.6M
CreativeOne Wealth, LLC 0.18% Add +67.3% 169,788 $7.6M
Cadence Wealth Management LLC 3.65% Reduce -2.3% 169,215 $7.6M
Brookstone Capital Management 0.09% Add +89.0% 168,119 $7.5M
Landscape Capital Management, L.L.C. 0.50% No change 166,068 $7.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Add +35.4% 168,111 $7.3M
Evergreen Capital Management LLC 0.16% Add +2.0% 163,909 $7.3M
Independent Financial Group, LLC 0.16% Add +8.4% 163,239 $7.3M
Fagan Associates, Inc. 0.97% Reduce -3.6% 162,690 $7.3M
Old National Bancorp 0.12% Reduce -3.7% 162,328 $7.3M
WealthCare Asset Management, LLC 6.70% — 81,218 $7.3M
Warwick Investment Management, Inc. 1.12% Add +1.4% 162,110 $7.2M
Lighthouse Financial Services Inc. 1.65% — 160,274 $7.2M
Tamar Securities, LLC 0.75% Add +32.6% 159,252 $7.1M
Almanack Investment Partners, LLC. 1.21% Add +20.7% 159,246 $7.1M
Scotia Capital Inc. 0.03% Reduce -16.7% 156,542 $7.0M
Glenmede Trust Co. NA 0.03% — 155,645 $7.0M
Hollow Brook Wealth Management LLC 1.78% Reduce -0.4% 153,896 $6.9M
Lido Advisors, LLC 0.03% Reduce -44.6% 112,140 $6.9M
FMR LLC 0.00% Add +3.8% 153,009 $6.8M
WBH Advisory Inc. 0.50% Reduce -1.6% 150,757 $6.7M
WESPAC Advisors SoCal, LLC 1.35% Reduce -1.3% 149,753 $6.7M
D L Carlson Investment Group Inc. 1.13% Reduce -3.4% 149,450 $6.7M
J.W. Cole Advisors, Inc. 0.16% Reduce -25.0% 189,314 $6.7M
AlTi Global, Inc. 0.14% Reduce -1.0% 148,888 $6.7M
Cercano Management LLC 0.25% No change 148,672 $6.6M
AQR Capital Management 0.00% Add +89.1% 148,564 $6.6M
Matrix Private Capital Group LLC 3.36% Add +1.6% 148,272 $6.6M
Valley Wealth Managers, Inc. 0.42% Add +7.4% 148,176 $6.6M
SOL Capital Management CO 0.59% Reduce -4.8% 147,824 $6.6M
Novare Capital Management LLC 0.49% Reduce -1.6% 147,228 $6.6M
Thomasville National Bank 0.40% Reduce -0.5% 145,883 $6.5M
Edmond DE Rothschild Holding S.A. 0.09% No change 145,056 $6.5M
Castellan Group 0.81% Add +5.2% 144,446 $6.5M
Gladstone Institutional Advisory LLC 0.24% Reduce -2.2% 143,946 $6.4M
True Freedom Investing, LLC 0.44% Reduce -57.3% 143,270 $6.4M
Thor Trading Advisors, LLC 2.65% Add +32.3% 142,228 $6.4M
Capital Fund Management S.A. 0.06% Add +34.6% 139,586 $6.2M
GW Henssler & Associates Ltd. 0.30% Reduce -4.1% 138,686 $6.2M
Parallel Advisors, LLC 0.11% Reduce -6.5% 137,514 $6.1M
Fisher Asset Management 0.00% Add +5.2% 136,969 $6.1M
Prota Financial, LLC 4.41% — 136,841 $6.1M
Sequoia Financial Advisors, LLC 0.03% Reduce -12.7% 136,798 $6.1M
GTS Securities LLC 0.21% Reduce -70.0% 136,678 $6.1M
Buska Wealth Management, LLC 2.25% Reduce -26.3% 136,162 $6.1M
Bank of New York Mellon Corp 0.00% Add +42.1% 135,935 $6.1M
OneAscent Family Office, LLC 4.09% Add +22.7% 134,813 $6.0M
Traynor Capital Management, Inc. 0.33% No change 133,384 $6.0M
Managed Asset Portfolios, LLC 0.72% New 132,711 $5.9M
Scarborough Advisors, LLC 1.00% Reduce -8.6% 132,603 $5.9M
King Wealth Management Group 0.71% Reduce -3.0% 132,590 $5.9M
Commerce Bank 0.03% Add +0.8% 131,927 $5.9M
Orion Porfolio Solutions, LLC 0.04% Reduce -6.8% 131,747 $5.9M
One Wealth Map LLC 2.99% Add +8.0% 117,449 $5.9M
Mutual Advisors, LLC 0.13% Add +2.2% 131,453 $5.9M
Kingsview Wealth Management, LLC 0.08% Add +3.5% 130,129 $5.8M
Financial Freedom, LLC 2.88% Reduce -16.0% 130,003 $5.8M
Integrated Advisors Network LLC 0.26% Reduce -4.3% 129,738 $5.8M
Ieq Capital, LLC 0.02% Reduce -4.9% 129,316 $5.8M
Jaffetilchin Investment Partners, LLC 0.34% Add +0.7% 129,057 $5.8M
Magnus Financial Group LLC 0.44% Add +1.5% 128,837 $5.8M
Evolution Wealth Advisors, LLC 0.58% Reduce -22.9% 128,359 $5.7M
Hilltop Holdings Inc. 0.34% Add +124.3% 127,540 $5.7M
Summit Financial, LLC 0.08% Reduce -4.2% 127,446 $5.7M
Oppenheimer Asset Management Inc. 0.07% Add +40.0% 125,776 $5.6M
Turn8 Private Wealth Inc. 3.96% No change 123,600 $5.5M
Integrated Wealth Concepts LLC 0.06% Reduce -52.5% 121,936 $5.5M
Quantinno Capital Management LP 0.01% Add +11.9% 121,274 $5.4M
AlphaCore Capital LLC 0.12% Add +68.5% 120,830 $5.4M
Maridea Wealth Management LLC 0.81% Add +11.9% 120,504 $5.4M
Sigma Planning Corp 0.15% Reduce -0.7% 118,854 $5.3M
Parsons Capital Management Inc. 0.29% Reduce -1.3% 118,286 $5.3M
Toth Financial Advisory Corp. 0.57% Add +20.2% 118,202 $5.3M
Pinnacle Associates Ltd. 0.07% Reduce -2.7% 117,120 $5.2M
Jupiter Wealth Management LLC 2.33% Reduce -9.7% 96,962 $5.2M
Private Wealth Advisors, LLC 1.88% Add +25.2% 116,939 $5.2M
Investors Research Corp 0.95% Reduce -1.5% 116,181 $5.2M
Kingswood Wealth Advisors, LLC 0.25% Add +8.9% 115,997 $5.2M
Grove Bank & Trust 0.58% Reduce -43.3% 115,872 $5.2M
Crumly & Associates Inc. 1.08% No change 115,409 $5.2M
Concurrent Investment Advisors, LLC 0.06% Add +7.2% 112,782 $5.0M
Ami Investment Management Inc. 1.13% Reduce -0.3% 112,694 $5.0M
Hall Capital Management Co. Inc. 1.94% Reduce -0.2% 112,252 $5.0M
IMZ Advisory Inc 1.83% Add +9.3% 112,060 $5.0M
Miramontes Capital, LLC 1.70% — 111,793 $5.0M
Benjamin Edwards Inc. 0.05% Add +3.8% 110,284 $4.9M
Qube Research & Technologies Ltd 0.01% Reduce -93.0% 110,207 $4.9M
Altfest L J & Co. Inc. 0.54% Reduce -0.7% 109,901 $4.9M
Farther Finance Advisors, LLC 0.05% Add +39.9% 109,580 $4.9M
United Capital Financial Advisors, LLC 0.03% Add +82.4% 109,282 $4.9M
Algorithmic Investment Models, LLC 6.02% Reduce -2.2% 109,255 $4.9M
Bleakley Financial Group, LLC 0.08% Add +6.9% 109,000 $4.9M
McGuire Investment Group, LLC 0.52% No change 108,925 $4.9M
Lee Financial Co 0.66% Reduce -28.6% 108,620 $4.9M
Quantitative Investment Management, LLC 0.47% Reduce -77.2% 108,338 $4.8M
Geneos Wealth Management Inc. 0.12% Reduce -35.5% 106,823 $4.8M
Toronto Dominion Bank 0.01% Reduce -82.7% 106,482 $4.8M
Axxcess Wealth Management, LLC 0.08% Add +115.4% 105,753 $4.7M
Roundview Capital LLC 0.29% Reduce -2.4% 105,365 $4.7M
Trek Financial, LLC 0.27% Reduce -5.2% 105,242 $4.7M
Van Strum & Towne Inc. 1.31% Add +0.7% 105,146 $4.7M
BOS Asset Management, LLC 1.26% Add +1.9% 104,521 $4.7M
SummitTX Capital, L.P. 0.14% New 103,598 $4.6M
State Street Corp. 0.00% Add +208.7% 103,095 $4.6M
Banco Santander, S.A. 0.03% Add +38.4% 103,013 $4.6M
WealthCare Investment Partners, LLC 1.34% Reduce -4.7% 100,729 $4.6M
Rise Advisors, LLC 1.64% Add +15.8% 102,520 $4.6M
Harbour Investments, Inc. 0.09% Reduce -12.1% 102,070 $4.6M
FOCUS Wealth Advisors, LLC 2.11% Add +1.5% 101,211 $4.5M
Alerus Financial NA 0.22% Reduce -2.5% 101,067 $4.5M
180 Wealth Advisors, LLC 0.51% Add +32.4% 100,206 $4.5M
FourWorld Capital Management LLC 4.19% New 100,000 $4.5M
Ironwood Wealth Management, Inc. 2.00% Reduce -1.6% 95,457 $4.5M
Aptus Capital Advisors, LLC 0.04% Reduce -1.6% 99,040 $4.4M
Kestra Private Wealth Services, LLC 0.06% Reduce -4.7% 98,997 $4.4M
Headlands Technologies LLC 0.37% New 98,498 $4.4M
CWA Asset Management Group, LLC 0.16% Add +3.8% 97,040 $4.3M
Western Wealth Management, LLC 0.20% Add +2.7% 97,039 $4.3M
Pekin Hardy Strauss, Inc. 0.40% Add +12.7% 96,998 $4.3M
Stockman Wealth Management, Inc. 0.50% Add +18.7% 96,206 $4.3M
Canton Hathaway, LLC 0.83% Reduce -2.3% 96,102 $4.3M
Skylands Capital, LLC 0.58% Add +43.7% 95,400 $4.3M
Focus Financial Network, Inc. 0.15% Reduce -4.1% 95,268 $4.3M
HighPoint Advisor Group LLC 0.09% New 94,967 $4.2M
Meitav Investment House Ltd. 0.05% Reduce -7.5% 94,634 $4.2M
Sigma Investment Counselors Inc. 0.21% No change 93,512 $4.2M
Rockport Wealth LLC 0.81% Add +33.0% 93,501 $4.2M
Creative Financial Designs Inc. 0.26% Reduce -11.4% 93,439 $4.2M
MRA Advisory Group 1.75% Add +28.9% 93,294 $4.2M
Stillwater Capital Advisors, LLC 0.45% Reduce -39.0% 92,638 $4.1M
Matrix Trust Co 0.68% Add +1.0% 92,238 $4.1M
Kovack Advisors, Inc. 0.20% Add +48.6% 92,136 $4.1M
Flagship Harbor Advisors, LLC 0.19% Reduce -69.2% 91,801 $4.1M
Harbour Wealth Management Group, Inc. 3.21% — 91,769 $4.1M
IHT Wealth Management, LLC 0.10% Reduce -0.8% 90,498 $4.0M
J. Goldman & Co LP 0.16% Add +70.1% 90,212 $4.0M
Allworth Financial LP 0.02% Reduce -4.5% 89,907 $4.0M
Stephens Inc. 0.05% Reduce -4.9% 89,901 $4.0M
Innova Wealth Partners 2.01% Add +2.5% 89,132 $4.0M
Guardian Wealth Management, Inc. 2.33% New 88,579 $4.0M
Associated Banc-Corp 0.10% Reduce -4.0% 88,333 $3.9M
Wealthcare Advisory Partners LLC 0.08% Reduce -2.8% 87,794 $3.9M
Kentucky Farm Bureau Mutual Insurance Co 1.06% New 87,662 $3.9M
Prime Capital Investment Advisors, LLC 0.05% Reduce -2.8% 87,016 $3.9M
Insigneo Advisory Services, LLC 0.28% Add +15.1% 86,387 $3.9M
Crestwood Advisors Group, LLC 0.06% Reduce -33.6% 86,250 $3.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +10.4% 85,708 $3.8M
Regal Investment Advisors LLC 0.23% Add +9.8% 85,577 $3.8M
Regions Financial Corp. 0.02% Reduce -6.7% 85,428 $3.8M
Wedbush Securities Inc. 0.11% Reduce -9.6% 84,765 $3.8M
Financial Guidance Group, Inc. 1.54% Reduce -1.0% 84,341 $3.8M
Herbst Group, LLC 2.22% Add +2.6% 84,303 $3.8M
MMBG Investment Advisors Co. 0.32% No change 84,220 $3.8M
Fifth Third Securities, Inc. 0.25% Reduce -10.6% 84,195 $3.8M
Southern Capital Services Inc. 2.37% — 84,151 $3.8M
CWC Advisors, LLC. 1.81% Add +2.6% 83,985 $3.8M
Fifth Third Wealth Advisors LLC 0.13% Add +6.9% 83,943 $3.8M
Lowe Brockenbrough & Co. Inc. 0.18% Add +0.7% 83,546 $3.7M
Winthrop Capital Management, LLC 0.87% Reduce -0.4% 83,491 $3.7M
Washington Growth Strategies LLC 2.41% No change 83,428 $3.7M
Johnson Investment Counsel Inc. 0.03% Reduce -6.5% 82,927 $3.7M
Pettyjohn, Wood & White, Inc. 0.58% Reduce -1.1% 82,660 $3.7M
Valor Advisors LLC 3.05% — 81,790 $3.7M
M3 Advisory Group, LLC 2.22% Add +1.4% 81,492 $3.6M
High Note Wealth, LLC 0.71% Reduce -1.8% 81,318 $3.6M
Retirement Planning Group, LLC / NY 2.48% Reduce -3.6% 81,261 $3.6M
North Star Asset Management Inc. 0.15% Reduce -1.0% 81,050 $3.6M
Meridian Wealth Management, LLC 0.13% Reduce -19.6% 81,023 $3.6M
PFG Advisors 0.18% Reduce -0.2% 80,858 $3.6M
Snowden Capital Advisors LLC 0.09% Reduce -2.2% 80,513 $3.6M
HMS Capital Management, LLC 1.49% Reduce -1.4% 80,289 $3.6M
Allred Capital Management, LLC 1.30% Add +4.3% 80,155 $3.6M
Grand Central Investment Group 2.59% — 79,951 $3.6M
Founders Financial Securities LLC 0.21% Add +22.3% 79,725 $3.6M
Sowell Financial Services LLC 0.13% Reduce -31.4% 79,278 $3.5M
Camelot Technology Advisors, Inc. 2.67% Reduce -8.4% 79,254 $3.5M
SWS Partners 0.85% Add +1.0% 78,713 $3.5M
Cauble & Harre Wealth Management, Inc. 2.95% — 78,705 $3.5M
Dynamic Advisor Solutions LLC 0.11% Reduce -14.7% 78,204 $3.5M
Polymer Capital Management (HK) LTD 0.54% No change 78,172 $3.5M
Rothschild Capital Partners, LLC 0.82% Add +2.4% 77,939 $3.5M
Transcend Capital Advisors, LLC 0.27% Reduce -5.1% 77,484 $3.5M
Financial Sense Advisors, Inc. 0.73% Reduce -1.5% 77,219 $3.5M
B. Riley Wealth Advisors, Inc. 0.16% Reduce -13.2% 76,936 $3.4M
Salomon & Ludwin, LLC 0.30% Reduce -0.2% 73,295 $3.4M
Stratos Wealth Partners, LTD. 0.04% Add +1.3% 76,616 $3.4M
Apollon Wealth Management, LLC 0.06% Reduce -0.3% 76,611 $3.4M
World Investment Advisors 0.06% Add +122.3% 76,449 $3.4M
Itau Unibanco Holding S.A. 0.08% Reduce -35.6% 76,276 $3.4M
Dumont & Blake Investment Advisors LLC 0.81% Add +4.6% 75,827 $3.4M
Prospera Financial Services Inc 0.06% Add +6.0% 75,749 $3.4M
Boston Research & Management Inc. 0.78% Reduce -11.4% 75,678 $3.4M
Spire Wealth Management 0.11% Reduce -5.2% 74,504 $3.3M
Money Concepts Capital Corp. 0.19% Add +12.6% 74,385 $3.3M
Compass Wealth Management, LLC 1.37% Add +14.4% 74,295 $3.3M
Asset Management Group, Inc. 0.53% Reduce -0.4% 73,907 $3.3M
Global Retirement Partners, LLC 0.06% Add +2.5% 73,694 $3.3M
First Merchants Corp. 0.12% Reduce -8.3% 73,620 $3.3M
Perigon Wealth Management, LLC 0.06% Reduce -5.2% 73,239 $3.3M
Continental Advisors LLC 2.12% No change 73,000 $3.3M
Valicenti Advisory Services Inc. 0.68% Reduce -3.0% 72,966 $3.3M
Savant Capital, LLC 0.02% Reduce -3.3% 72,510 $3.2M
Premier Path Wealth Partners, LLC 0.42% Reduce -5.9% 72,460 $3.2M
Massachusetts Wealth Management 1.47% Reduce -4.0% 70,553 $3.2M
Milestones Private Investment Advisors LLC 2.17% Reduce -0.9% 70,524 $3.2M
Investment Advisory Services Inc. /TX 0.99% Reduce -0.3% 70,440 $3.1M
Choreo, LLC 0.04% Reduce -7.6% 70,020 $3.1M
Joseph P. Lucia & Associates, LLC 1.13% Add +3.3% 70,286 $3.1M
BigSur Wealth Management LLC 0.76% Reduce -6.5% 70,040 $3.1M
Old Second National Bank of Aurora 0.62% Add +1.5% 69,762 $3.1M
Northland Securities, Inc. 2.98% — 69,261 $3.1M
Cape Cod Five Cents Savings Bank 0.28% Reduce -50.0% 35,265 $3.1M
United Bank 1.05% Reduce -1.7% 68,997 $3.1M
First International Bank of Israel Ltd. 1.47% Reduce -2.3% 68,614 $3.1M
CMG Global Holdings, LLC 1.36% No change 57,974 $3.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 68,410 $3.1M
Petix & Botte Co 0.69% Reduce -14.2% 68,225 $3.1M
Horizon Investments, LLC 0.04% Add +32.8% 68,165 $3.0M
Ellis Investment Partners, LLC 0.53% Add +0.7% 67,599 $3.0M
Moneco Advisors, LLC 0.24% Add +28.0% 67,572 $3.0M
LOM Asset Management Ltd 0.88% Reduce -1.0% 67,548 $3.0M
NorthRock Partners, LLC 0.05% Add +66.2% 66,776 $3.0M
Titleist Asset Management, LLC 0.24% Add +14.2% 66,527 $3.0M
Provident Co of the Employees of the Hebrew University LTD 3.08% No change 66,428 $3.0M
Rockland Trust Co. 0.12% Reduce -1.9% 65,940 $2.9M
GFS Advisors, LLC 0.35% Add +5.3% 65,900 $2.9M
Galvin, Gaustad & Stein, LLC 0.23% Add +134.9% 65,625 $2.9M
Intellectus Partners, LLC 0.56% Add +8.4% 65,148 $2.9M
Walleye Capital LLC 0.02% Add +66.0% 65,125 $2.9M
Spirepoint Private Client, LLC 0.28% Add +1.7% 65,025 $2.9M
Verition Fund Management LLC 0.02% Add +601.1% 63,913 $2.9M
Simmons Bank 0.19% Reduce -4.7% 63,846 $2.9M
CTC Alternative Strategies, Ltd. 5.33% New 63,562 $2.8M
Pine Valley Investments Ltd Liability Co 0.14% Add +2.2% 63,498 $2.8M
First Trust Advisors LP 0.00% Add +93.3% 63,244 $2.8M
Greenline Partners, LLC 0.32% Add +9.2% 62,792 $2.8M
RPg Family Wealth Advisory, LLC 0.62% New 62,741 $2.8M
Ancora Advisors LLC 0.06% Add +2.7% 62,736 $2.8M
Certified Advisory Corp 0.25% Reduce -13.8% 62,473 $2.8M
Risk Paradigm Group, LLC 2.68% — 62,263 $2.8M
Uptick Partners, LLC 0.59% Add +5.7% 62,019 $2.8M
Herold Advisors, Inc. 0.62% Add +2.1% 61,997 $2.8M
Aspen Investment Management Inc 0.83% Add +1.5% 61,801 $2.8M
Castle Rock Wealth Management, LLC 0.60% Add +6.7% 54,070 $2.8M
Bienville Capital Management, LLC 0.44% Add +4.3% 61,709 $2.8M
Farmers & Merchants Trust Co of Chambersburg PA 0.77% Reduce -1.3% 61,587 $2.8M
VestGen Advisors, LLC 0.12% Add +58.6% 61,490 $2.7M
Zullo Investment Group, Inc. 1.00% Reduce -1.8% 60,987 $2.7M
Robertson Stephens Wealth Management, LLC 0.08% Add +4.6% 60,719 $2.7M
Transamerica Financial Advisors, LLC 0.23% Add +0.1% 60,441 $2.7M
National Bank of Canada 0.00% Reduce -9.4% 60,386 $2.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.07% Reduce -84.0% 60,296 $2.7M
Yong Rong (HK) Asset Management Ltd 0.82% New 60,000 $2.7M
Manufacturers Life Insurance Company, The 0.00% Reduce -74.3% 59,948 $2.7M
Atlantic Private Wealth, LLC 1.71% Reduce -21.1% 59,738 $2.7M
Envestnet Portfolio Solutions, Inc. 0.01% Add +11.5% 59,725 $2.7M
Beacon Financial Group 0.27% No change 59,652 $2.7M
Knollwood Investment Advisory, LLC 0.25% No change 59,440 $2.7M
Trust Co. of Oklahoma 0.77% Add +5.7% 59,364 $2.7M
Waldron Private Wealth LLC 0.10% No change 58,958 $2.6M
Joel Isaacson & Co., LLC 0.09% Add +9.0% 58,908 $2.6M
Rik Saylor Financial, Inc. 1.92% Reduce -1.7% 58,745 $2.6M
Proficio Capital Partners LLC 0.18% Add +575.5% 58,589 $2.6M
Ameraudi Asset Management, Inc. 1.44% Add +7.4% 58,420 $2.6M
CENTRAL TRUST Co 0.05% Reduce -10.1% 58,156 $2.6M
Orange Investment Advisors, Inc. 0.29% Reduce -4.9% 57,881 $2.6M
Capital Advisors, Ltd. LLC 0.29% Reduce -1.1% 57,265 $2.6M
WASHINGTON TRUST Co 0.08% Reduce -1.7% 57,013 $2.5M
Sutton Place Investors LLC 1.40% Reduce -2.6% 56,924 $2.5M
Capstone Wealth Management Group LLC 1.54% Add +0.3% 56,825 $2.5M
Westside Investment Management, Inc. 0.40% Add +2.8% 56,124 $2.5M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.58% Reduce -3.4% 56,180 $2.5M
Joule Financial, LLC 0.75% Reduce -6.6% 55,947 $2.5M
Compass Capital Corp. /Ma/ 0.96% Add +81.8% 51,769 $2.5M
Spectrum Asset Management, Inc. (NB/CA) 0.83% Add +20.1% 55,821 $2.5M
Balboa Wealth Partners 0.41% Add +0.5% 55,811 $2.5M
Community Bank, N.A. 0.29% Reduce -1.7% 55,802 $2.5M
JBR Co Financial Management Inc 1.04% Reduce -7.1% 55,770 $2.5M
Aft, Forsyth & Sober, LLC 0.75% No change 55,550 $2.5M
Great Valley Advisor Group, Inc. 0.05% Add +3.2% 55,544 $2.5M
Keystone Global Partners, LLC 1.09% Add +20.6% 55,405 $2.5M
Pettinga Financial Advisors LLC 0.47% Reduce -18.8% 55,172 $2.5M
Institute for Wealth Management, LLC. 0.26% Reduce -0.2% 54,911 $2.5M
M&T Bank Corp 0.01% Reduce -12.0% 54,648 $2.4M
Round Rock Advisors LLC 0.37% Reduce -12.6% 54,634 $2.4M
First Nebraska Trust Co 0.22% Add +7.1% 54,347 $2.4M
First Business Financial Services, Inc. 0.22% No change 54,244 $2.4M
Kingstone Capital Partners Texas, LLC 1.40% Reduce -2.2% 53,823 $2.4M
Variant Private Wealth, LLC 2.46% Reduce -8.4% 52,940 $2.4M
Principal Securities, Inc. 0.04% Add +6.8% 52,431 $2.3M
Hardin Capital Partners, LLC 1.11% Add +1.9% 52,399 $2.3M
Summit Financial Wealth Advisors, LLC 0.33% Add +207.7% 52,118 $2.3M
PFG Investments, LLC 0.11% Reduce -2.5% 52,095 $2.3M
Beaumont Asset Management, L.L.C. 1.16% Reduce -2.3% 52,046 $2.3M
Koshinski Asset Management, Inc. 0.15% Reduce -33.0% 51,569 $2.3M
Blue Bell Private Wealth Management, LLC 0.34% Reduce -1.9% 51,534 $2.3M
Hancock Whitney Corp. 0.04% Reduce -0.6% 51,453 $2.3M
CTC LLC 0.21% Add +478.5% 43,622 $2.3M
Nwam LLC 0.13% Add +24.5% 46,680 $2.3M
Ignite Planners, LLC 0.35% Add +6.5% 44,391 $2.3M
Bank of New Hampshire 0.51% Reduce -0.9% 50,422 $2.3M
Carnegie Investment Counsel 0.04% Add +22.7% 50,403 $2.3M
Prudential Financial Inc. 0.00% No change 50,000 $2.2M
Genesee Capital Advisors, LLC 0.90% Add +11.1% 50,076 $2.2M
Midwest Trust Co 0.03% Add +0.4% 50,028 $2.2M
III Capital Management 0.52% New 50,000 $2.2M
Independence Bank of Kentucky 0.28% Reduce -0.6% 49,874 $2.2M
Hollencrest Capital Management 0.08% No change 49,767 $2.2M
IFP Advisors, Inc 0.05% Reduce -6.7% 49,556 $2.2M
Essex LLC 0.39% Add +3.8% 49,552 $2.2M
LifePlan Financial, LLC 1.69% Reduce -3.2% 49,409 $2.2M
Arta Finance Wealth Management LLC 1.13% — 49,363 $2.2M
Keystone Financial Group 0.16% Add +1.0% 49,317 $2.2M
Nations Financial Group Inc, /Ia/ 0.12% Add +1.7% 49,173 $2.2M
CIBC Private Wealth Group LLC 0.00% Add +12.2% 49,074 $2.2M
Whittier Trust Co. 0.02% Add +17.8% 48,018 $2.2M
Silphium Asset Management Ltd 0.93% New 48,970 $2.2M
Merkkuri Wealth Advisors LLC 1.47% Add +16.6% 48,371 $2.2M
Frisch Financial Group, Inc. 0.48% Reduce -9.0% 48,281 $2.2M
Venturi Wealth Management, LLC 0.10% Add +31.0% 48,165 $2.2M
Pines Wealth Management, LLC 0.69% Add +2.3% 48,058 $2.1M
Wealthspire Advisors, LLC 0.02% No change 47,925 $2.1M
Purus Wealth Management, LLC 0.66% Reduce -2.0% 47,403 $2.1M
EPG Wealth Management LLC 0.56% Add +2.1% 46,931 $2.1M
TCV Trust & Wealth Management, Inc. 0.17% Add +2.1% 46,600 $2.1M
Ibex Wealth Advisors 0.20% Reduce -2.4% 46,249 $2.1M
Global Strategic Investment Solutions, LLC 0.20% Add +0.2% 46,233 $2.1M
Visionary Wealth Advisors 0.09% Reduce -4.2% 46,163 $2.1M
Fidelis Capital Partners, LLC 0.15% Add +0.3% 46,122 $2.1M
Advisors Management Group Inc. 0.37% Reduce -1.4% 44,972 $2.0M
Lyell Wealth Management, LP 0.15% Reduce -10.9% 44,851 $2.0M
Vestmark Advisory Solutions, Inc. 0.03% Add +210.4% 44,794 $2.0M
Fairfield Financial Advisors, LTD 0.65% Reduce -1.9% 44,703 $2.0M
Oasis Advisors, LLC 1.06% — 44,575 $2.0M
Integrity Alliance, Llc. 0.07% Add +26.7% 44,548 $2.0M
Jain Global LLC 0.02% New 44,534 $2.0M
Burns J W & Co. Inc. 0.22% Reduce -3.0% 44,515 $2.0M
Cornerstone Wealth Management, LLC 0.10% Add +3.1% 44,370 $2.0M
Cooksen Wealth, LLC 1.45% Add +3.8% 44,306 $2.0M
Birch Hill Investment Advisors LLC 0.08% No change 44,220 $2.0M
Capstone Capital Management Ltd 1.90% — 44,200 $2.0M
Madison Asset Management, LLC 0.02% Reduce -61.7% 44,160 $2.0M
Legend Financial Advisors, Inc. 1.19% Add +5.8% 43,974 $2.0M
Granite Harbor Advisors, Inc. 0.83% Add +4.2% 43,914 $2.0M
Marion Wealth Management 0.44% Add +3.1% 39,819 $2.0M
RFG Advisory, LLC 0.04% Reduce -22.9% 43,685 $2.0M
Panoramic Investment Advisors, LLC 1.06% Reduce -1.4% 43,561 $1.9M
Legacy PCG, LLC 1.20% Reduce -6.7% 43,348 $1.9M
Boltwood Capital Management 0.50% Reduce -0.9% 43,097 $1.9M
Huntington National Bank 0.02% Reduce -1.7% 42,947 $1.9M
Personal Cfo Solutions, LLC 0.30% Reduce -0.7% 42,939 $1.9M
Worth Asset Management, LLC 0.81% New 42,662 $1.9M
Asset Allocation Strategies LLC 0.35% Add +1.1% 42,608 $1.9M
Clarus Wealth Advisors 0.79% Add +4.4% 40,510 $1.9M
Virtu Financial LLC 0.07% Reduce -81.2% 42,550 $1.9M
Foronjy Financial LLC 0.79% Add +34.5% 42,529 $1.9M
Wealth Advisory Solutions, LLC 0.44% Add +3.5% 42,275 $1.9M
Ring Mountain Capital, LLC 0.97% Reduce -8.8% 39,488 $1.9M
SCS Capital Management LLC 0.02% Add +0.3% 42,037 $1.9M
Camarda Financial Advisors, LLC 0.71% Reduce -7.5% 41,881 $1.9M
Cladis Investment Advisory, LLC 1.02% Add +16.7% 41,760 $1.9M
Jennison Associates LLC 0.00% Reduce -63.9% 41,750 $1.9M
Midwest Financial Group LLC 0.82% Reduce -32.0% 41,674 $1.9M
SouthState Bank Corp 0.08% Reduce -7.9% 41,664 $1.9M
Darwin Wealth Management, LLC 0.58% Add +3.7% 41,643 $1.9M
Intrinsic Value Partners, LLC 1.39% Add +93.6% 41,482 $1.9M
Estate Counselors, LLC 0.16% Add +74.5% 41,420 $1.9M
Butensky & Cohen Financial Security, Inc. 0.50% Add +3.5% 41,417 $1.9M
Level Four Advisory Services, LLC 0.06% Add +0.6% 41,366 $1.8M
DAVENPORT & Co LLC 0.01% Reduce -7.5% 41,291 $1.8M
Patten & Patten Inc. 0.11% Reduce -3.0% 41,203 $1.8M
JFS Wealth Advisors, LLC 0.10% Reduce -10.8% 41,156 $1.8M
Atlantic Union Bankshares Corp 0.03% Reduce -2.2% 41,080 $1.8M
O'shaughnessy Asset Management, LLC 0.01% Reduce -12.0% 41,073 $1.8M
Croban 0.88% Add +1.3% 40,944 $1.8M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -12.2% 40,846 $1.8M
Miller Howard Investments Inc. 0.06% New 40,814 $1.8M
Squarepoint Ops LLC 0.00% Reduce -91.8% 40,760 $1.8M
OneDigital Investment Advisors LLC 0.02% Reduce -11.9% 40,434 $1.8M
EFG International AG 0.03% — 40,358 $1.8M
TD Private Client Wealth LLC 0.04% Add +72.0% 40,080 $1.8M
Blue Door Asset Management, LLC 1.12% No change 40,000 $1.8M
AlphaStar Capital Management, LLC 0.13% Add +112.3% 39,993 $1.8M
United Asset Strategies, Inc. 0.14% Add +62.4% 39,959 $1.8M
Avondale Wealth Management 0.92% Reduce -24.4% 39,936 $1.8M
Csenge Advisory Group 0.08% Reduce -4.5% 39,876 $1.8M
Audent Global Asset Management, LLC 1.12% Add +16.9% 27,680 $1.8M
Procyon Advisors, LLC 0.09% Add +66.9% 39,344 $1.8M
First Manhattan Co. Llc. 0.00% Reduce -35.0% 39,168 $1.8M
Journey Strategic Wealth LLC 0.05% Reduce -35.3% 39,107 $1.7M
Neuberger Berman Group LLC 0.00% Add +23.1% 38,893 $1.7M
White Pine Investment CO 0.41% Add +0.2% 38,733 $1.7M
Activest Wealth Management 0.32% Reduce -13.1% 38,588 $1.7M
E&G Advisors, LLC 0.39% Reduce -0.2% 38,584 $1.7M
Odyssey Capital Advisors, Inc. 1.53% — 38,573 $1.7M
Laurel Wealth Advisors LLC 0.23% Add +2.1% 38,525 $1.7M
First Horizon Corp. 0.08% Reduce -9.6% 38,456 $1.7M
Martin & Co. Inc. 0.29% Add +3.0% 38,442 $1.7M
True North Advisors, LLC 0.22% Reduce -2.9% 38,400 $1.7M
Strategy Asset Managers LLC 0.28% Add +4.6% 38,365 $1.7M
TD Waterhouse Canada Inc. 0.01% Reduce -4.8% 38,331 $1.7M
Elevation Point Wealth Partners, LLC 0.08% Reduce -29.2% 38,294 $1.7M
Wealth Advisors of Iowa, LLC 0.56% Reduce -0.2% 37,844 $1.7M
HB Wealth Management, LLC 0.01% Add +9.1% 37,693 $1.7M
MSH Capital Advisors LLC 0.36% Reduce -2.2% 37,617 $1.7M
Chevy Chase Trust Holdings, LLC 0.00% Add +1.6% 37,615 $1.7M
BLB&B Advisors, LLC 0.07% Add +46.2% 37,601 $1.7M
Colton Groome Financial Advisors, LLC 0.48% Add +12.9% 37,553 $1.7M
Citizens Financial Group Inc. 0.02% Reduce -4.2% 37,520 $1.7M
Spectrum Strategic Capital Management, LLC 0.89% Reduce -12.0% 37,484 $1.7M
Sterling Investment Counsel, LLC 0.48% Add +0.9% 37,238 $1.7M
Ameritas Advisory Services, LLC 0.06% Reduce -52.3% 37,193 $1.7M
Private Capital Management, LLC 0.16% Reduce -1.4% 37,180 $1.7M
Capital Advisory Group Advisory Services, LLC 0.49% Add +1.3% 37,072 $1.7M
Apollon Financial, LLC 0.24% Add +74.1% 36,662 $1.6M
Wincap Financial LLC 1.12% Add +2.0% 36,394 $1.6M
Nelson Capital Management, LLC 0.19% Reduce -2.6% 36,388 $1.6M
Principia Wealth Advisory, LLC 1.01% Add +3266.2% 36,153 $1.6M
Cannell & Spears LLC 0.03% No change 36,096 $1.6M
Conscious Wealth Investments, LLC 0.97% New 30,851 $1.6M
Okabena Investment Services Inc. 0.31% Add +0.8% 35,932 $1.6M
Guggenheim Capital LLC 0.01% No change 35,882 $1.6M
Whittier Trust Co. of Nevada Inc. 0.03% Add +19.4% 35,057 $1.6M
Partnership Wealth Management, LLC 1.15% Add +10.7% 35,782 $1.6M
Beacon Capital Management, Inc. 0.09% Reduce -18.7% 35,714 $1.6M
Vident Advisory, LLC 0.01% Reduce -6.8% 35,684 $1.6M
Willis Johnson & Associates, Inc. 0.10% Reduce -0.1% 35,680 $1.6M
Bluespring Wealth Management, LLC 0.14% Reduce -1.1% 35,635 $1.6M
Stamos Capital Partners, L.P. 0.26% Add +17.9% 35,611 $1.6M
Valeo Financial Advisors, LLC 0.04% Reduce -8.0% 35,297 $1.6M
Thayer Partners, LLC / MA 0.77% — 35,263 $1.6M
Afg Fiduciary Services Limited Partnership 0.94% Add +2.6% 34,452 $1.6M
Dorsey & Whitney Trust CO LLC 0.08% Add +17.5% 34,790 $1.6M
Verdence Capital Advisors LLC 0.09% No change 34,629 $1.5M
Advocate Investing Services LLC 1.38% — 34,397 $1.5M
Fiduciary Trust Co 0.02% Reduce -13.8% 34,372 $1.5M
Ayalon Insurance Comp Ltd. 0.37% Reduce -47.9% 34,294 $1.5M
Pinnacle Wealth Planning Services, Inc. 0.16% Reduce -2.8% 34,240 $1.5M
Monetary Management Group Inc. 0.35% Reduce -0.9% 34,214 $1.5M
First American Bank 0.09% Reduce -2.9% 34,134 $1.5M
Lane Brothers & Co. Inc. 1.10% — 33,992 $1.5M
Smith Chas P & Associates Pa Cpas 0.08% Add +1.2% 33,912 $1.5M
Farmers Trust Co. 0.25% Add +0.7% 33,696 $1.5M
Evercore Wealth Management, LLC 0.02% Add +16.4% 33,615 $1.5M
Freestone Capital Holdings, LLC 0.04% No change 33,448 $1.5M
Ascentis Independent Advisors 0.24% Add +24.6% 33,433 $1.5M
Cache Advisors, LLC 0.18% No change 33,338 $1.5M
UMB Bank, n.a. 0.02% Reduce -4.7% 33,320 $1.5M
Perennial Investment Advisors, LLC 0.12% Add +3.2% 33,300 $1.5M
Centaurus Financial, Inc. 0.07% Reduce -1.6% 33,276 $1.5M
Acropolis Investment Management, LLC 0.07% No change 33,199 $1.5M
Essential Partners LLC 0.45% Add +42.6% 33,032 $1.5M
Fortis Group Advisors, LLC 0.25% Add +295.1% 28,875 $1.5M
Parr McKnight Wealth Management Group, LLC 0.19% Add +1.6% 32,943 $1.5M
Jackson Hole Capital Partners, LLC 0.25% No change 32,934 $1.5M
Arax Advisory Partners 0.04% New 32,731 $1.5M
Wexford Capital LP 0.38% New 32,638 $1.5M
StoneX Group Inc. 0.06% Reduce -52.0% 32,622 $1.5M
Smith, Moore & Co. 0.11% Add +1.1% 32,612 $1.5M
Targeted Financial Services LLC 1.26% — 32,609 $1.5M
Maltin Wealth Management, Inc. 0.58% Reduce -3.6% 32,559 $1.5M
Eagle Strategies LLC 0.19% Reduce -22.1% 32,556 $1.5M
Signet Financial Management, LLC 0.16% Add +294.8% 32,454 $1.5M
Avidian Wealth Enterprises, LLC 0.05% Add +1.4% 32,340 $1.4M
Americana Partners, LLC 0.04% Add +198.3% 32,189 $1.4M
Peddock Capital Advisors, LLC 0.30% Reduce -15.1% 32,187 $1.4M
Jacobi Capital Management LLC 0.08% Reduce -2.2% 32,112 $1.4M
Stevens Capital Management LP 0.51% Reduce -64.0% 32,100 $1.4M
Contravisory Investment Management, Inc. 0.28% Reduce -12.4% 32,089 $1.4M
RCW Management, LLC 1.44% — 31,979 $1.4M
Avior Wealth Management, LLC 0.04% Reduce -0.9% 31,995 $1.4M
Compass Financial Group, Inc. 0.63% Add +1.4% 31,881 $1.4M
Balentine LLC 0.05% Add +0.7% 31,878 $1.4M
Belpointe Asset Management LLC 0.05% Reduce -4.0% 31,729 $1.4M
Signal Advisors Wealth, LLC 0.11% Add +196.3% 31,725 $1.4M
Tiaa Trust, National Association 0.00% Reduce -6.8% 31,669 $1.4M
National Philanthropic Trust 0.01% Add +7.3% 31,520 $1.4M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 1.10% — 31,503 $1.4M
Montag A & Associates Inc. 0.06% Add +35.3% 31,492 $1.4M
Hansen & Associates Financial Group, Inc. 0.76% Add +20.3% 26,057 $1.4M
Capital Analysts, LLC 0.04% Add +34.2% 31,088 $1.4M
Cabana LLC 10.35% New 30,894 $1.4M
Vaughan David Investments LLC 0.03% Reduce -10.7% 30,708 $1.4M
Deutsche Bank AG 0.00% Reduce -19.9% 30,694 $1.4M
Keel Point, LLC 0.08% Add +3.5% 30,585 $1.4M
Retirement Planning Group, LLC 0.04% Reduce -3.1% 30,577 $1.4M
Harbor Investment Advisory, LLC 0.10% Reduce -3.5% 30,329 $1.4M
Evernest Financial Advisors, LLC 0.28% Add +4.7% 25,254 $1.4M
Ping Capital Management, Inc. 0.53% No change 30,000 $1.3M
Fourth Dimension Wealth, LLC 0.49% Add +2.4% 29,928 $1.3M
L. Roy Papp & Associates, LLP 0.15% Add +7.1% 29,888 $1.3M
Becker Capital Management Inc. 0.04% No change 29,741 $1.3M
Clearstead Advisors, LLC 0.02% Add +0.7% 29,688 $1.3M
First National Bank of Omaha 0.04% New 29,476 $1.3M
Heritage Wealth Advisors 0.05% New 29,601 $1.3M
Bank of Nova Scotia 0.00% Reduce -80.7% 29,592 $1.3M
Lynx Investment Advisory 0.72% Reduce -1.8% 29,558 $1.3M
Disciplina Capital Management LLC 0.15% No change 29,500 $1.3M
First National Trust Co 0.04% Add +8.7% 29,426 $1.3M
Heartland Advisors Inc. 0.07% New 29,280 $1.3M
Capital Advisors Inc. 0.02% Add +10.6% 29,242 $1.3M
Meridian Investment Counsel Inc. 0.31% Reduce -4.4% 29,070 $1.3M
SBI Securities Co., Ltd. 0.03% Reduce -4.8% 29,064 $1.3M
AMG National Trust Bank 0.03% Reduce -7.9% 29,062 $1.3M
SIH Partners, LLLP 0.08% No change 29,000 $1.3M
Fca Corp. 0.36% Reduce -6.3% 28,908 $1.3M
Crews Bank & Trust 0.18% Reduce -2.0% 28,712 $1.3M
Bison Wealth, LLC 0.14% Add +21.9% 21,638 $1.3M
Forza Wealth Management, LLC 0.46% No change 28,700 $1.3M
High Point Wealth Management, LLC 1.23% — 28,684 $1.3M
Bokf, NA 0.02% No change 28,576 $1.3M
Sax Wealth Advisors, LLC 0.06% Reduce -6.4% 28,547 $1.3M
Thoroughbred Financial Services, LLC 0.08% Reduce -10.6% 28,528 $1.3M
Gallacher Capital Management LLC 0.49% Add +218.6% 28,492 $1.3M
Cary Street Partners Financial LLC 0.03% Reduce -32.2% 28,480 $1.3M
Collaborative Wealth Managment Inc. 0.45% Reduce -3.1% 28,428 $1.3M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +56.9% 28,400 $1.3M
WCG Wealth Advisors LLC 0.04% New 28,182 $1.3M
Financial Engines Advisors L.L.C. 0.00% Reduce -16.8% 28,103 $1.3M
Callan Family Office, LLC 0.03% Add +5.8% 28,047 $1.3M
Floyd Financial Group LLC 0.84% New 22,671 $1.2M
Capital Advisors Wealth Management, LLC 0.17% Reduce -9.4% 27,810 $1.2M
Cardiff Park Advisors, LLC 0.10% No change 27,748 $1.2M
Moors & Cabot, Inc. 0.05% No change 27,702 $1.2M
Atlas Capital Advisors Inc. 0.14% — 27,604 $1.2M
Calton & Associates, Inc. 0.18% Add +3.6% 27,490 $1.2M
Mitchell McLeod Pugh & Williams Inc. 0.18% No change 23,050 $1.2M
Independent Wealth Network Inc. 0.37% Add +0.3% 27,329 $1.2M
3EDGE Asset Management, LP 0.06% Add +26.8% 27,052 $1.2M
Evoke Wealth, LLC 0.02% Add +1.2% 27,142 $1.2M
CRA Financial Services, LLC 0.16% Reduce -0.2% 27,070 $1.2M
Financial & Tax Architects, LLC 0.27% Add +1.4% 26,985 $1.2M
Archford Capital Strategies, LLC 0.14% Reduce -2.5% 26,957 $1.2M
IFG Advisory, LLC 0.05% Reduce -7.8% 26,875 $1.2M
Bailard, Inc. 0.03% Reduce -2.1% 26,840 $1.2M
HBW Advisory Services LLC 0.13% Reduce -18.9% 26,516 $1.2M
Cypress Capital Group 0.13% Reduce -15.8% 26,409 $1.2M
Palisade Asset Management, LLC 0.11% No change 26,300 $1.2M
SteelPeak Wealth, LLC 0.04% Reduce -16.8% 26,282 $1.2M
Opinicus Capital, Inc. 0.82% Reduce -0.6% 26,198 $1.2M
Matauro, LLC 0.18% Add +8.5% 26,031 $1.2M
Alpha Cubed Investments, LLC 0.04% Reduce -4.5% 25,962 $1.2M
Independence Wealth Advisors, LLC 0.65% — 25,779 $1.2M
Signature Wealth Management Partners, LLC 0.57% Reduce -2.2% 25,748 $1.2M
Ironwood Financial, llc 0.19% Add +13.9% 24,732 $1.1M
Diversified Trust Co. 0.02% Add +2.9% 25,576 $1.1M
Fiduciary Alliance LLC 0.07% Reduce -1.8% 25,543 $1.1M
ES4, LLC 0.79% — 25,525 $1.1M
Chesapeake Wealth Management 0.34% Add +0.1% 25,452 $1.1M
Innealta Capital, LLC 0.62% No change 25,420 $1.1M
Somerset Group LLC 0.85% No change 25,044 $1.1M
Everstar Asset Management, LLC 0.61% Reduce -0.8% 25,248 $1.1M
Pallas Capital Advisors LLC 0.04% Add +2.0% 25,244 $1.1M
Turtle Creek Wealth Advisors, LLC 0.09% Add +270.7% 25,221 $1.1M
Wilson & Boucher Capital Management, LLC 0.74% Reduce -0.8% 25,202 $1.1M
EverSource Wealth Advisors, LLC 0.04% Reduce -6.4% 25,127 $1.1M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.37% Add +9.2% 25,041 $1.1M
One Plus One Wealth Management, LLC 0.52% Reduce -2.2% 25,031 $1.1M
Tidal Investments LLC 0.00% Add +22.1% 24,670 $1.1M
Acorns Advisers, LLC 0.01% Add +15.2% 24,607 $1.1M
Sherry Group, Inc. 1.14% — 24,119 $1.1M
Cullen/Frost Bankers, Inc. 0.01% Add +8.8% 23,929 $1.1M
Intrua Financial, LLC 0.12% Reduce -22.0% 23,847 $1.1M
PeakShares LLC 1.04% — 23,812 $1.1M
Providence First Trust Co 0.37% Reduce -17.8% 23,758 $1.1M
Verus Capital Partners, LLC 0.07% Reduce -10.9% 23,714 $1.1M
Peoples Bank 1.06% Reduce -6.5% 23,584 $1.1M
NewEdge Wealth, LLC 0.01% Reduce -12.7% 23,508 $1.1M
Falcon Wealth Planning 0.09% Reduce -7.1% 23,467 $1.0M
GeoWealth Management, LLC 0.04% Add +22.3% 23,393 $1.0M
Capital Wealth Alliance, LLC 0.45% Reduce -4.4% 19,434 $1.0M
Capital Investment Counsel, Inc 0.12% Add +2.6% 23,199 $1.0M
Horizon Financial Services, LLC 0.47% Reduce -4.2% 23,156 $1.0M
Chicago Partners Investment Group LLC 0.03% Reduce -7.8% 21,019 $1.0M
ARS Investment Partners, LLC 0.06% Add +7.6% 23,090 $1.0M
Sowa Financial Group, Inc. 0.54% Reduce -10.0% 23,017 $1.0M
Elevate Capital Advisors, LLC 0.68% Reduce -14.5% 22,939 $1.0M
Parcion Private Wealth LLC 0.06% No change 22,876 $1.0M
Powell Investment Advisors, LLC 0.35% Add +0.6% 22,846 $1.0M
River Wealth Advisors LLC 0.11% Add +1.6% 22,814 $1.0M
International Assets Investment Management, LLC 0.07% Reduce -8.6% 22,734 $1.0M
High Net Worth Advisory Group LLC 0.23% Reduce -0.6% 22,692 $1.0M
FineMark National Bank & Trust 0.03% No change 22,672 $1.0M
Claro Advisors Inc. 0.14% Add +0.9% 22,585 $1.0M
Lazari Capital Management, Inc. 0.34% Reduce -2.7% 22,505 $1.0M
Platform Technology Partners 0.21% Add +4.0% 22,437 $1.0M
Journey Advisory Group, LLC 0.08% Reduce -1.4% 22,430 $1.0M
Cushing Capital Partners, LLC 0.74% Reduce -4.4% 22,427 $1.0M
Main Street Financial Solutions, LLC 0.07% Add +0.6% 22,342 $999K
Edge Wealth Management LLC 0.18% Add +0.7% 22,334 $999K
HBK Sorce Advisory LLC 0.02% Add +36.1% 18,739 $998K
Fermata Advisors, LLC 0.24% Add +105.6% 22,253 $995K
Focus Partners Advisor Solutions, LLC 0.01% Add +38.3% 22,233 $994K
Wisconsin Wealth Advisors, LLC 0.97% Reduce -0.8% 22,211 $993K
McAdam, LLC 0.05% Add +25.2% 22,136 $990K
Legacy Wealth Advisors, LLC 0.65% — 22,048 $986K
Retirement Income Solutions, Inc. 0.17% Add +6.2% 22,042 $985K
Innovative Advisory Group, LLC 0.64% Reduce -3.0% 21,946 $981K
Meramec Financial Planners, LLC 0.38% — 18,414 $981K
Salem Investment Counselors Inc. 0.03% Reduce -0.6% 21,838 $976K
Tradewinds, LLC. 0.23% Reduce -1.1% 21,830 $976K
Ipsen Advisor Group LLC 0.69% Reduce -2.5% 21,822 $976K
NBT Bank, N.A. 0.06% Reduce -0.4% 21,564 $976K
Matthew Goff Investment Advisor, LLC 0.17% Add +17.3% 21,712 $971K
Sprott Inc. 0.03% Reduce -0.4% 21,680 $969K
YHB Investment Advisors, Inc. 0.07% Reduce -4.0% 21,581 $965K
Certuity, LLC 0.06% Reduce -0.9% 21,580 $965K
Anderson Hoagland & Co. 0.08% Reduce -0.4% 21,433 $958K
Capital Investment Advisory Services, LLC 0.07% No change 21,320 $953K
Wall Capital Group, Inc. 0.90% — 21,108 $944K
PCG Asset Management, LLC 0.75% Reduce -2.5% 20,568 $940K
Sharper & Granite LLC 0.33% Add +10.2% 20,990 $938K
Victory Financial Group, LLC 0.12% Add +50.2% 20,983 $938K
Solstein Capital, LLC 0.38% Add +21.9% 20,968 $937K
Concentric Capital Strategies, LP 0.05% Reduce -10.3% 20,915 $935K
Morangie Management LLC 0.74% Reduce -22.1% 20,876 $933K
White Pine Capital LLC 0.26% No change 20,872 $933K
Cornerstone Planning Group LLC 0.15% Add +5.7% 18,645 $933K
Daymark Wealth Partners, LLC 0.03% Add +5.8% 20,743 $927K
Fiera Capital Corp 0.00% No change 20,698 $925K
Signature Estate & Investment Advisors LLC 0.02% Add +10.5% 20,696 $925K
GWN Securities Inc. 0.19% Add +29.0% 20,669 $924K
Florida Trust Wealth Management Co 0.03% Add +1.2% 20,624 $922K
Woodmont Investment Counsel LLC 0.06% No change 20,608 $921K
Trust Co 0.09% Add +2.1% 20,539 $918K
Mizuho Markets Cayman LP 0.05% New 20,505 $917K
Meriwether Wealth & Planning, LLC 0.52% Reduce -24.1% 20,480 $916K
Strategic Advisors LLC 0.14% No change 20,456 $915K
Private Wealth Asset Management, LLC 0.10% No change 20,454 $915K
Mechanics Bank Trust Department 0.12% Reduce -4.8% 20,355 $910K
Marex Group Ltd 0.01% Reduce -15.0% 20,255 $906K
Colonial River Investments, LLC 0.32% Reduce -18.9% 20,186 $903K
Tritonpoint Wealth, LLC 0.09% Reduce -5.1% 20,110 $899K
Parkside Financial Bank & Trust 0.07% Add +18.8% 20,068 $897K
Florida Financial Advisors, LLC 0.24% Reduce -3.7% 20,053 $897K
Sunbeam Capital Management, LLC 0.53% Reduce -0.4% 20,022 $895K
Bradley Foster & Sargent Inc. 0.01% No change 20,002 $894K
Nvwm, LLC 0.19% Add +5.3% 19,947 $892K
Angeles Wealth Management, LLC 0.05% Add +6.8% 19,929 $891K
Wealthstar Advisors, LLC 0.48% Reduce -0.8% 19,922 $891K
Aberdeen Wealth Management LLC 0.41% No change 19,910 $890K
Kelleher Financial Advisors 0.21% Reduce -0.6% 19,854 $888K
Atlas Legacy Advisors, LLC 0.16% Add +30.6% 19,792 $885K
X-Square Capital, LLC 0.29% Add +3.9% 19,702 $881K
Lebenthal Global Advisors, LLC 0.14% Reduce -3.7% 19,676 $880K
Adkins Seale Capital Management LLC 0.87% — 19,668 $879K
Larson Financial Group LLC 0.03% Add +1.1% 19,556 $874K
Haverford Trust Co 0.01% Reduce -1.8% 19,502 $872K
Gateway Wealth Partners, LLC 0.10% Add +2.8% 19,485 $871K
Mayflower Financial Advisors, LLC 0.11% Add +3.1% 19,478 $871K
W.H. Cornerstone Investments Inc. 0.52% Add +7.9% 19,369 $866K
Goelzer Investment Management, Inc. 0.04% Reduce -1.3% 19,265 $861K
Community Trust & Investment Co. 0.04% Reduce -1.6% 19,042 $851K
Partners Wealth Management, LLC 0.89% Reduce -2.1% 18,954 $847K
Invictus Private Wealth, LLC 0.05% Reduce -9.6% 18,885 $844K
Caldwell Sutter Capital, Inc. 0.36% Reduce -1.7% 18,812 $841K
Arete Wealth Advisors, LLC 0.06% Add +9.3% 18,777 $840K
Moulton Wealth Management, Inc. 0.79% Add +9.0% 18,370 $839K
Greenwich Wealth Management LLC 0.04% Reduce -0.8% 18,735 $838K
Astoria Portfolio Advisors LLC. 0.19% Reduce -23.2% 15,184 $837K
Agate Pass Investment Management, LLC 0.31% Reduce -2.4% 18,720 $837K
Sequent Planning LLC 0.21% Add +22.3% 18,703 $836K
Rothschild Investment LLC 0.05% Reduce -14.4% 18,690 $836K
Arcus Capital Partners, LLC 0.30% Add +117.2% 18,663 $834K
Fairvoy Private Wealth, LLC 0.19% Add +1.9% 18,651 $834K
Onyx Bridge Wealth Group LLC 0.09% Reduce -3.4% 18,632 $833K
HCR Wealth Advisors 0.08% Reduce -4.5% 18,549 $829K
SIG North Trading, ULC 0.15% New 18,546 $829K
Natixis Advisors, LLC 0.00% Reduce -28.1% 18,535 $829K
Glen Eagle Advisors, LLC 0.11% Reduce -5.3% 18,443 $825K
Narus Financial Partners, LLC 0.23% Reduce -12.4% 18,405 $823K
Invst, LLC 0.09% Reduce -7.3% 18,337 $820K
Autumn Glory Partners, LLC 0.29% New 18,274 $817K
Ameriflex Group, Inc. 0.42% Reduce -42.8% 18,254 $816K
Luminist Capital LLC 1.01% Add +0.3% 18,229 $815K
Abound Financial, LLC 0.32% New 18,228 $815K
Tandem Wealth Advisors LLC 0.36% Add +20.7% 18,199 $814K
Wedmont Private Capital 0.03% Add +0.3% 17,989 $812K
Y.D. More Investments Ltd 0.04% No change 18,154 $812K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -98.6% 18,122 $810K
LPWM LLC 0.20% Reduce -2.0% 18,021 $806K
Bessemer Group Inc. 0.00% Reduce -0.6% 17,932 $802K
Redwood Financial Network Corp 0.51% Add +13.6% 17,911 $801K
Wood Tarver Financial Group, LLC 0.22% No change 17,900 $800K
Diversified Enterprises, LLC 0.05% Reduce -18.1% 17,883 $800K
Edgestream Partners, L.P. 0.02% New 17,833 $797K
Wall Street Financial Group, Inc. 0.58% Add +1.8% 17,806 $796K
Advisor Resource Council 0.28% New 15,959 $795K
First Commonwealth Financial Corp 0.13% No change 17,768 $794K
Telos Capital Management, Inc. 0.07% Reduce -4.2% 17,766 $794K
LaSalle St. Investment Advisors, LLC 0.13% Add +9.4% 17,648 $789K
Dana Investment Advisors, Inc. 0.02% Reduce -14.3% 17,499 $782K
Brookwood Investment Group LLC 0.09% Reduce -19.5% 17,319 $774K
Assetmark, Inc. 0.00% Add +134.7% 17,304 $774K
Wealth Effects LLC 0.24% Reduce -0.8% 17,256 $772K
Darden Wealth Group Inc 0.37% Reduce -3.3% 17,243 $771K
August Group Capital Ltd 0.85% — 17,175 $768K
St. Johns Investment Management Company, LLC 0.32% Add +2.3% 17,149 $767K
Bluedoor Private Wealth, LLC 0.35% — 17,144 $767K
JM2 Capital Inc. 0.61% — 17,068 $763K
KERR FINANCIAL PLANNING Corp 1.03% Add +137.5% 12,542 $760K
Cadinha & Co. LLC 0.12% Reduce -1.7% 16,930 $757K
TrueWealth Advisors, LLC 0.20% Reduce -0.6% 16,891 $755K
FSA Investment Group, LLC 0.46% Add +1.0% 16,877 $755K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Reduce -2.1% 16,834 $753K
Investors Asset Management of Georgia Inc. /Ga/ 0.31% No change 16,740 $748K
Tred Avon Family Wealth, LLC 0.24% No change 16,716 $747K
C2C Wealth Management, LLC 0.63% Reduce -12.8% 16,678 $746K
Sterling Investment Advisors, Ltd. 0.14% No change 16,675 $746K
CPC Advisors, LLC 0.07% Reduce -1.4% 16,600 $742K
Bfsg, LLC 0.07% Reduce -5.5% 16,594 $742K
Windsor Capital Management, LLC 0.22% Reduce -0.1% 16,567 $741K
River Street Advisors LLC 0.28% Add +4.5% 16,526 $739K
Quadcap Wealth Management, LLC 0.08% Add +0.8% 16,510 $738K
Private Trust Co. NA 0.06% Reduce -0.7% 16,480 $737K
Asset One Wealth Management LLC 0.10% — 14,667 $734K
MontVue Capital Management, Inc. 0.49% Reduce -2.0% 16,387 $733K
Marco Investment Management LLC 0.06% No change 16,384 $733K
Worth Financial Advisory Group, LLC 0.35% Reduce -3.9% 16,372 $732K
Advisors Capital Management, LLC 0.01% Add +144.8% 16,298 $729K
Centennial Bank 0.29% Add +11.5% 16,288 $728K
Kessler Investment Group, LLC 0.31% Add +0.7% 16,255 $727K
Caprock Group, LLC 0.02% Reduce -10.4% 16,220 $725K
Birchcreek Wealth Management, LLC 0.36% Reduce -5.3% 16,194 $724K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -74.3% 16,125 $721K
Factor Wealth Management LTD 0.16% Add +1.4% 16,106 $720K
Laird Norton Wetherby Trust Company, LLC 0.01% New 16,084 $719K
Constitution Capital LLC 0.34% Add +1.0% 16,076 $719K
Investment Partners, LTD. 0.25% Add +0.7% 16,071 $719K
Encompass More Asset Management 0.13% Reduce -30.6% 16,023 $716K
VPR Management LLC 0.32% No change 16,000 $715K
4WEALTH Advisors, Inc. 0.62% Reduce -16.6% 15,975 $714K
Soltis Investment Advisors LLC 0.05% Add +9.5% 15,965 $714K
Mission Wealth Management, LP 0.01% Reduce -20.0% 15,925 $712K
Betterment LLC 0.00% Reduce -3.4% 15,903 $711K
Sage Investment Advisers LLC 0.53% — 15,838 $708K
Global Assets Advisory, LLC 0.20% Add +1.8% 15,766 $705K
Client 1ST Advisory Group, LLC 0.22% Add +6.5% 15,729 $703K
One Charles Private Wealth Services, LLC 0.18% Reduce -0.3% 15,688 $701K
Quadrant Private Wealth Management, LLC 0.12% No change 15,684 $701K
Proffitt & Goodson Inc. 0.10% Reduce -6.1% 15,667 $700K
Williams Jones Wealth Management, LLC. 0.01% Add +5.0% 15,642 $699K
Kanawha Capital Management LLC 0.05% No change 15,622 $698K
Sovran Advisors, LLC 0.06% Reduce -3.8% 14,659 $698K
Carlson Capital, L.P. 0.34% Add +33.6% 15,500 $693K
Allie Family Office LLC 0.32% Add +6.6% 15,486 $692K
Principle Wealth Partners LLC 0.04% Reduce -2.3% 15,479 $692K
Realta Investment Advisors 0.23% Add +313.7% 15,464 $691K
Burford Brothers, Inc. 0.28% Add +0.5% 15,394 $688K
Sageworth Trust Co 0.03% No change 15,384 $688K
Interactive Financial Advisors, Inc. 0.44% Reduce -32.1% 15,373 $687K
FAS Wealth Partners, Inc. 0.04% Add +0.1% 15,296 $684K
Union Bancaire Privee, UBP SA 0.01% Reduce -16.1% 15,200 $683K
Lanark Financial, Inc. 0.05% Add +3.1% 15,259 $682K
Garden State Investment Advisory Services LLC 0.16% Add +3.5% 15,214 $681K
Pavion Blue Capital, LLC 0.28% Reduce -4.7% 15,168 $678K
Empower Advisory Group, LLC 0.00% Add +2.5% 15,164 $678K
Argyle Capital Partners, LLC 0.50% Reduce -7.4% 15,160 $678K
Loudon Investment Management, LLC 0.35% New 15,148 $677K
Granite FO LLC 0.36% No change 15,140 $677K
Carlson Financial, Inc. 0.39% — 15,131 $677K
OpenArc Corporate Advisory, LLC 0.01% — 15,100 $675K
Golden State Wealth Management, LLC 0.07% Add +2.5% 15,059 $673K
Wealthspire Retirement, LLC 0.04% Reduce -1.5% 15,022 $672K
Murphy & Mullick Capital Management Corp 0.48% Reduce -6.7% 15,002 $671K
Spinnaker Trust 0.04% Reduce -4.5% 14,910 $667K
Nicholas Hoffman & Company, LLC. 0.02% Reduce -1.8% 14,907 $666K
Mission Creek Capital Partners, Inc. 0.13% Reduce -8.4% 14,843 $664K
111 Capital 0.14% New 14,835 $663K
Independent Advisor Alliance 0.02% Add +37.2% 14,821 $663K
Schneider Downs Wealth Management Advisors, LP 0.07% No change 14,814 $662K
Curat Global, LLC 0.73% Reduce -26.0% 14,792 $661K
Fulton Bank, N.A. 0.02% Reduce -16.4% 14,770 $660K
Prosperity Consulting Group, LLC 0.03% Reduce -32.7% 14,769 $660K
Stock Yards Bank & Trust Co. 0.02% Add +5.0% 14,756 $660K
Sloy Dahl & Holst, LLC 0.08% Add +1.6% 14,738 $659K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 14,683 $656K
Sovereign Financial Group, Inc. 0.12% Add +0.4% 14,649 $655K
Demars Financial Group, LLC 0.22% Reduce -3.8% 14,627 $654K
Leo Wealth, LLC 0.05% Add +15.7% 14,624 $654K
Welch Group, LLC 0.03% Add +13.9% 14,613 $653K
Rehmann Capital Advisory Group 0.03% Add +0.5% 14,569 $651K
KFA Private Wealth Group, LLC 0.16% Reduce -3.9% 14,549 $651K
Eaton Financial Holdings Company, LLC 0.17% Reduce -49.9% 14,547 $650K
Cadence Bank 0.04% No change 14,546 $650K
Markin Asset Management, LP 0.71% — 14,546 $650K
Legacy Private Trust Co. 0.04% No change 14,538 $650K
Magnolia Capital Advisors LLC 0.14% Add +32.7% 14,424 $645K
First Citizens Bank & Trust Co. 0.01% Reduce -32.4% 14,356 $642K
Berkeley Capital Partners, LLC 0.15% New 14,344 $641K
SeaCrest Wealth Management, LLC 0.06% Add +4.3% 14,194 $641K
Glenview Trust Co 0.01% No change 14,320 $640K
Diligent Investors, LLC 0.16% Reduce -1.7% 14,304 $640K
Northstar Advisory Group, LLC 0.23% New 14,284 $639K
Avantax Planning Partners, Inc. 0.02% Add +18.8% 14,275 $638K
Adirondack Trust Co. 0.21% Reduce -0.9% 14,244 $637K
Peoples Financial Services Corp. 0.30% No change 14,230 $636K
Sagespring Wealth Partners, LLC 0.01% Add +12.6% 14,120 $631K
Accredited Investor Services, LLC 0.42% Reduce -9.0% 14,074 $629K
Alterna Wealth Management, Inc. 0.52% New 14,029 $627K
M Holdings Securities, Inc. 0.04% New 14,021 $627K
Symphony Financial, Ltd. Co. 0.08% Add +3.6% 13,930 $626K
Courier Capital LLC 0.04% Add +4.0% 13,947 $624K
Value Investment Professionals, LLC 0.65% — 13,912 $622K
Ballew Advisors, Inc 0.35% Add +0.2% 13,200 $620K
Moneta Group Investment Advisors LLC 0.00% Reduce -0.1% 13,868 $620K
Van Den Berg Management I, Inc. 0.14% Reduce -2.9% 13,850 $619K
Abbington Investment Group 0.42% Add +0.2% 13,814 $618K
EHP Funds Inc. 1.41% Reduce -6.8% 13,800 $617K
Sava Infond d.o.o. 0.08% No change 13,800 $617K
Bay Capital Advisors, LLC 0.38% Reduce -1.6% 13,799 $617K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -0.5% 13,736 $614K
Firestone Capital Management 0.13% Add +0.7% 13,727 $614K
BBR Partners, LLC 0.03% Add +8.8% 13,702 $613K
AdvisorNet Financial, Inc 0.03% Add +3.8% 13,689 $612K
HUB Investment Partners, LLC 0.02% Add +0.2% 13,608 $608K
Patriot Investment Management Group, Inc. 0.04% Reduce -5.0% 13,604 $608K
IKE Capital, LLC 0.53% — 13,600 $608K
Signaturefd, LLC 0.01% Add +1.0% 13,590 $608K
Hillcrest Wealth Advisors - NY, LLC 0.26% New 13,580 $607K
SYM FINANCIAL Corp 0.06% Reduce -2.4% 13,570 $607K
Pacific Sun Financial Corp 0.29% Add +3.1% 13,498 $603K
Vise Technologies, Inc. 0.01% New 13,451 $601K
Brick & Kyle, Associates 0.21% Add +0.3% 13,440 $601K
Laurel Oak Wealth Management, LLC 0.10% — 13,429 $600K
IPG Investment Advisors LLC 0.10% Add +19.6% 13,288 $594K
True Vision MN LLC 0.30% Add +0.9% 13,231 $592K
Hohimer Wealth Management, LLC 0.08% New 13,231 $592K
Beacon Financial Advisory LLC 0.14% Reduce -5.3% 13,210 $591K
KG Capital Management 0.15% Reduce -0.5% 13,195 $590K
Strategic Financial Concepts, LLC 0.54% Reduce -21.3% 13,182 $589K
Federation des caisses Desjardins du Quebec 0.00% Reduce -2.9% 13,178 $589K
Lodestar Private Asset Management LLC 0.06% Reduce -1.1% 13,096 $586K
Alchemi Wealth, LLC 0.32% — 13,085 $585K
Empire Financial Management Company, LLC 0.13% No change 13,070 $584K
Embree Financial Group 0.07% Reduce -31.7% 13,025 $582K
Mason & Associates Inc 0.11% No change 13,024 $582K
TCTC Holdings, LLC 0.02% Add +1.6% 13,010 $582K
Roberts Wealth Advisors, LLC 0.15% Reduce -4.5% 12,974 $580K
First Command Advisory Services, Inc. 0.00% Add +14.1% 12,928 $578K
Tyche Wealth Partners LLC 0.09% Add +4.7% 12,922 $578K
Donaldson Capital Management, LLC 0.02% Reduce -60.2% 12,915 $577K
Norden Group LLC 0.06% Add +2.9% 12,908 $577K
McCollum Christoferson Group LLC 0.17% Add +16.4% 12,880 $576K
Cozad Asset Management Inc. 0.04% Reduce -21.1% 12,794 $572K
Denver Wealth Management, Inc. 0.20% Reduce -1.5% 12,724 $569K
Thompson David Blair 0.32% — 12,701 $568K
Venture Visionary Partners LLC 0.02% Add +4.5% 12,657 $566K
Tradewinds Capital Management, LLC 0.12% Reduce -0.4% 12,653 $566K
Fox Run Management, L.L.C. 0.09% Reduce -92.7% 12,600 $563K
Resurgent Financial Advisors LLC 0.28% Add +3.9% 12,588 $563K
Great Lakes Advisors, LLC 0.00% No change 12,544 $561K
Gotham Asset Management 0.00% Add +46.6% 12,541 $561K
Interchange Capital Partners, LLC 0.10% Reduce -12.3% 12,538 $561K
Cowa, LLC 0.17% Reduce -4.7% 12,520 $560K
Insight Advisors, LLC/ PA 0.08% Reduce -31.8% 12,464 $557K
Entelevest, LLC 0.57% — 12,369 $553K
SeaBridge Investment Advisors LLC 0.09% Reduce -0.1% 12,354 $552K
Thrive Capital Management, LLC 0.12% Reduce -22.9% 12,343 $552K
Resources Management Corp. /CT/ 0.07% Reduce -2.6% 12,326 $551K
Berger Financial Group, Inc 0.03% Reduce -4.5% 12,283 $549K
Simplicity Wealth,LLC 0.03% Reduce -23.3% 12,234 $547K
LRI Investments, LLC 0.04% No change 12,208 $546K
Pathway Financial Advisors LLC 0.07% No change 11,950 $545K
First Citizens Financial Corp 0.27% Add +2.7% 12,164 $544K
Successful Portfolios LLC 0.28% Add +53.4% 11,625 $543K
RMR Wealth Builders 0.04% Reduce -25.8% 12,073 $540K
Beam Wealth Advisors, Inc. 0.15% New 12,050 $539K
CHICAGO TRUST Co NA 0.08% Reduce -8.0% 12,016 $537K
Mathes Company, Inc. 0.19% No change 12,000 $537K
Financial Management Network Inc. 0.08% Add +0.4% 11,751 $536K
Ransom Advisory, Ltd 0.21% New 11,960 $535K
Berkshire Asset Management LLC 0.02% No change 11,958 $535K
MV Capital Management, Inc. 0.05% Add +0.5% 11,892 $532K
TrustWell Financial Advisors, LLC 0.51% — 11,860 $530K
Lodestone Wealth Management LLC 0.22% Reduce -4.5% 11,832 $529K
Bank of Marin 0.36% Reduce -1.0% 11,750 $525K
Compound Planning, Inc. 0.02% Add +33.5% 11,704 $523K
Hudson Value Partners, LLC 0.16% No change 11,670 $523K
Narwhal Capital Management 0.04% No change 11,681 $522K
GLOBALT Investments LLC / GA 0.02% Reduce -1.8% 11,587 $518K
Calamos Wealth Management LLC 0.02% Add +27.8% 11,581 $518K
Naples Global Advisors, LLC 0.04% Reduce -1.0% 11,580 $518K
Cyndeo Wealth Partners, LLC 0.03% No change 11,569 $517K
Silver Grove Financial Group, Inc. 0.45% Reduce -10.1% 11,555 $517K
Milestone Asset Management, LLC 0.10% Add +5.0% 11,444 $512K
BCS Wealth Management 0.05% Add +100.0% 11,442 $512K
Weaver Consulting Group 0.13% Reduce -5.1% 11,438 $511K
TCP Asset Management, LLC 0.09% No change 11,424 $511K
GEM Asset Management, LLC 0.23% Add +0.9% 11,308 $510K
Boreal Capital Management LLC 0.47% Add +6.4% 11,380 $509K
Aries Wealth Management 0.11% Reduce -5.1% 11,378 $509K
Brown Brothers Harriman & Co. 0.00% Reduce -7.5% 11,326 $506K
10Elms LLP 0.53% Reduce -3.1% 11,324 $506K
Flywheel Private Wealth LLC 0.32% Reduce -11.1% 11,322 $506K
Legacy Capital Wealth Partners, LLC 0.11% Add +9.5% 11,312 $506K
Strait & Sound Wealth Management LLC 0.19% Reduce -29.6% 11,293 $505K
Composition Wealth, LLC 0.01% Add +10.3% 11,270 $504K
First National Bank of Hutchinson 0.29% Reduce -37.0% 11,222 $502K
Hexagon Capital Partners LLC 0.09% New 11,200 $501K
Selective Wealth Management, Inc. 0.16% Reduce -4.0% 10,501 $500K
Unique Wealth Strategies, LLC 0.20% Reduce -5.5% 11,140 $498K
Graham Capital Management, L.P. 0.02% No change 11,136 $498K
Rossby Financial, LCC 0.16% Add +0.4% 11,123 $497K
Disciplined Investments, LLC 0.19% No change 11,086 $496K
Peak Asset Management, LLC 0.08% No change 11,062 $495K
Lewis Asset Management, LLC 0.20% Add +0.3% 11,044 $494K
D.B. Root & Company, LLC 0.12% Add +3.4% 11,026 $493K
Aurora Private Wealth, Inc. 0.32% — 10,880 $490K
MBL Wealth, LLC 0.04% No change 10,900 $487K
Vertex Investment Solutions Co., Ltd. 0.48% — 10,900 $486K
Madrid Wealth Management, LLC 0.39% — 10,864 $486K
Lumbard & Kellner, LLC 0.17% Add +2.9% 10,858 $485K
Burke & Herbert Bank & Trust Co. 0.13% Reduce -58.7% 10,835 $484K
Lighthouse Wealth Management Inc. 0.33% Add +0.1% 10,835 $484K
Obermeyer Wealth Partners 0.02% Reduce -3.0% 10,800 $483K
Ritholtz Wealth Management 0.01% Reduce -29.8% 10,749 $481K
Silverlake Wealth Management LLC 0.11% Reduce -3.8% 10,693 $478K
Flputnam Investment Management Co. 0.01% Add +58.3% 10,688 $478K
Nixon Peabody Trust Co. 0.04% Add +2.9% 10,652 $476K
Next Level Private LLC 0.12% Add +0.8% 10,633 $475K
Wealthcare Capital Partners, LLC 0.22% Reduce -2.9% 10,588 $473K
Wesbanco Bank Inc. 0.01% Reduce -22.1% 10,570 $473K
KMG Fiduciary Partners, LLC 0.03% Reduce -30.6% 10,564 $472K
Beese Fulmer Investment Management, Inc. 0.03% Add +1.4% 10,543 $471K
Wulff, Hansen & Co. 0.40% Reduce -6.7% 10,540 $471K
Argent Trust Co 0.02% Reduce -21.4% 10,522 $470K
Cardinal Point Capital Management ULC 0.03% New 10,503 $470K
NWM Advisors, LLC 0.41% — 10,502 $470K
Nano Cap New Millennium Growth Fund L P 0.40% — 10,500 $469K
Savvy Advisors, Inc. 0.02% Reduce -3.4% 10,449 $467K
Town Capital LLC 0.38% — 10,444 $467K
Endeavor Private Wealth, Inc. 0.13% Reduce -12.4% 10,405 $465K
Sunbelt Securities, Inc. 0.03% Reduce -7.0% 10,387 $464K
Northwest Bancshares, Inc. 0.09% No change 10,350 $463K
Royal Fund Management, LLC 0.04% Add +78.3% 10,322 $462K
Ballast Rock Private Wealth LLC 0.29% — 10,304 $461K
Mascagni Wealth Management, Inc. 0.34% Reduce -1.0% 10,290 $460K
Silvercrest Asset Management Group LLC 0.00% Add +0.3% 10,280 $460K
Creekside Partners 0.19% No change 10,262 $459K
Towerpoint Wealth, LLC 0.18% No change 10,247 $458K
PSI Advisors, LLC 0.11% Reduce -0.5% 10,234 $458K
Fort Sheridan Advisors LLC 0.06% Add +2.0% 10,233 $458K
Windsor Advisory Group, LLC 0.41% Reduce -36.2% 10,183 $455K
Litman Gregory Wealth Management LLC 0.03% No change 10,078 $451K
Holderness Investments Co. 0.09% Add +6.4% 10,034 $449K
Circle Wealth Management, LLC 0.01% No change 10,026 $448K
Generation Capital Management LLC 0.29% Add +1.6% 10,018 $448K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +5.8% 10,017 $448K
LuminArx Capital Management LP 0.66% — 10,000 $447K
Modera Wealth Management, LLC 0.01% Reduce -15.8% 9,989 $447K
Palumbo Wealth Management LLC 0.11% New 9,987 $447K
Finivi Inc. 0.26% Reduce -4.4% 9,985 $446K
Madison Wealth Partners, Inc 0.08% Add +0.3% 9,982 $446K
Capital Markets Trading UK LLP 0.54% New 9,937 $444K
Per Stirling Capital Management, LLC. 0.05% Reduce -76.6% 9,913 $443K
Sequent Asset Management, LLC 0.20% Reduce -19.1% 9,902 $443K
Tidemark, LLC 0.13% Add +0.8% 9,876 $442K
Allegheny Financial Group 0.07% Reduce -2.5% 9,843 $440K
Hanover Advisors Inc. 0.17% Add +7.0% 9,827 $439K
ArchPoint Investors 0.10% Add +39.9% 9,821 $439K
Roxbury Financial LLC 0.39% Reduce -7.2% 9,758 $436K
Cape Ann Savings Bank 0.22% Reduce -2.1% 9,718 $434K
RPG Investment Advisory, LLC 0.05% Reduce -5.5% 9,695 $433K
Auour Investments LLC 0.14% Add +2.9% 9,663 $432K
AmeriServ Wealth Advisors 0.25% Reduce -9.5% 9,624 $430K
Measured Risk Portfolios, Inc. 0.50% Add +1.3% 9,620 $430K
Triad Wealth Partners, LLC 0.04% New 9,607 $430K
Legal & General Group Plc 0.00% Add +354.3% 9,585 $429K
Northstar Group, Inc. 0.06% New 9,556 $427K
Lifeworks Advisors, LLC 0.06% Reduce -15.3% 9,536 $426K
Sage Mountain Advisors LLC 0.02% Add +0.4% 9,517 $425K
TD Asset Management Inc 0.00% Reduce -17.2% 9,506 $425K
Leavell Investment Management, Inc. 0.02% Reduce -0.5% 9,490 $424K
Shulman DeMeo Asset Management LLC 0.10% Reduce -0.7% 9,467 $423K
Pennsylvania Capital Management Inc. 0.12% Reduce -3.1% 9,465 $423K
Commonwealth Financial Services, LLC 0.07% No change 9,453 $423K
Grandview Asset Management LLC 0.12% Reduce -0.2% 9,450 $423K
Annex Advisory Services, LLC 0.01% Add +13.8% 9,430 $422K
Mma Asset Management LLC 0.15% No change 9,408 $421K
Castleview Partners, LLC 0.21% Reduce -51.5% 9,401 $420K
Bauman Advisory Group, LLC 0.34% — 9,400 $420K
Premier Private Wealth Management LLC 0.44% — 8,389 $420K
Mayfair Advisory Group, LLC 0.16% Reduce -0.4% 9,195 $420K
Meadowbrook Wealth Management, LLC 0.48% Reduce -6.6% 9,330 $417K
Legacy Capital Group California, Inc. 0.10% Add +0.9% 9,279 $415K
First American Trust, FSB 0.03% Add +0.4% 9,257 $414K
Alexander Labrunerie & Co., Inc. 0.15% Reduce -0.2% 9,171 $410K
J. Safra Sarasin Holding AG 0.01% No change 9,150 $409K
Tsfg, LLC 0.06% Reduce -2.8% 9,141 $409K
Pinnacle Bancorp, Inc. 0.12% No change 9,142 $409K
1ST Source Bank 0.02% Reduce -19.6% 9,142 $409K
Advance Capital Management, Inc. 0.02% Add +2.9% 9,133 $408K
Bearing Point Capital, LLC 0.06% New 9,130 $408K
Shoker Investment Counsel, Inc. 0.12% No change 9,125 $408K
Watershed Private Wealth LLC 0.12% No change 9,120 $408K
Secure Asset Management, LLC 0.06% Reduce -13.1% 9,118 $408K
Shepherd Financial Partners LLC 0.04% Add +0.5% 9,117 $408K
Jacobs Equity LLC 0.39% — 9,110 $407K
FNY Investment Advisers, LLC 0.12% New 9,040 $404K
Wormser Freres Gestion 0.23% No change 4,390 $403K
Key Client Fiduciary Advisors, LLC 0.14% Add +2.3% 9,004 $403K
Redwood Wealth Management Group, LLC 0.17% Reduce -24.6% 8,989 $402K
Orrstown Financial Services Inc. 0.07% Add +0.9% 8,952 $400K
Coldstream Capital Management Inc. 0.01% Add +66.9% 8,945 $400K
Capital Planning Advisors, LLC 0.05% New 8,939 $400K
Buck Wealth Strategies, LLC 0.05% Reduce -8.1% 8,911 $398K
Promethium Advisors,llc 0.21% Reduce -4.3% 8,910 $398K
Builder Investment Group Inc. 0.09% Reduce -3.0% 8,880 $397K
Alliancebernstein L.P. 0.00% New 8,879 $397K
Clear Creek Financial Management, LLC 0.03% Reduce -0.2% 8,879 $397K
Essex Financial Services, Inc. 0.02% Reduce -2.2% 8,837 $395K
Rovin Capital /Ut/ 0.10% Reduce -0.7% 8,830 $395K
Schmidt P J Investment Management Inc. 0.06% Reduce -15.0% 8,798 $393K
Discipline Wealth Solutions, LLC 0.07% New 8,796 $393K
Flow Traders U.S. LLC 0.01% New 8,786 $393K
Hengehold Capital Management LLC 0.03% Add +0.6% 8,778 $392K
Caldwell Trust Co 0.03% Reduce -2.3% 8,774 $392K
Objective Capital Management, LLC 0.40% Reduce -24.4% 8,774 $392K
CX Institutional 0.01% Add +1.1% 8,753 $391K
SlateStone Wealth, LLC 0.03% Reduce -0.3% 8,704 $389K
Wealthgarden F.S. LLC 0.26% Add +24.1% 7,901 $389K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -3.0% 8,678 $388K
Private Client Services, LLC 0.12% Reduce -8.7% 8,593 $384K
Jane Street Group, LLC 0.00% Reduce -99.0% 8,590 $384K
Arkos Global Advisors 0.05% No change 8,586 $384K
Hobbs Group Advisors, LLC 0.12% Reduce -43.0% 8,564 $383K
Steel Grove Capital Advisors, LLC 0.04% Reduce -6.2% 8,560 $383K
Ulland Investment Advisors, LLC 0.31% No change 8,550 $382K
Rothschild Wealth LLC 0.04% New 8,531 $381K
Blue Zone Wealth Advisors, LLC 0.07% Add +1.9% 8,518 $381K
Medallion Wealth Advisors, LLC 0.13% Add +15.2% 8,516 $381K
5T Wealth, LLC 0.15% New 8,491 $380K
Ark Wealth Advisors LLC 0.41% — 8,489 $380K
Auxano Advisors, LLC 0.07% Reduce -0.2% 8,481 $379K
Investor's Fiduciary Advisor Network, LLC 0.08% Reduce -3.7% 8,494 $379K
Baldwin Wealth Partners LLC 0.02% Reduce -27.0% 8,473 $379K
Guardian Asset Advisors, LLC 0.20% Reduce -1.4% 8,433 $377K
Seelaus Asset Management LLC 0.30% Reduce -19.2% 8,428 $377K
Ruggiero Investments, Inc. 0.34% — 8,427 $377K
Perryman Financial Advisory Inc. 0.06% — 8,424 $377K
Hyundai Investments Co., Ltd. 0.37% New 8,366 $376K
LJI Wealth Management, LLC 0.06% No change 8,382 $375K
Hegarty Advisors, LLC 0.32% — 8,328 $372K
Gryphon Financial Partners LLC 0.04% Reduce -7.5% 8,296 $371K
Bruce G. Allen Investments, LLC 0.25% Add +1.6% 8,285 $370K
KW Wealth Management LLC 0.56% Add +5.7% 8,260 $369K
McGuire Capital Advisors Inc. 0.23% — 8,254 $369K
Safeguard Investment Advisory Group, LLC 0.09% Add +1.5% 8,239 $368K
Members Wealth LLC 0.23% No change 7,458 $367K
Kapstone Financial Advisors LLC 0.18% Reduce -8.2% 8,176 $366K
Chapin Davis, Inc. 0.09% Add +0.1% 8,143 $364K
Gambit Capital Management, LLC 0.26% — 8,137 $364K
FLC Capital Advisors 0.07% Reduce -0.7% 8,130 $363K
Triumph Capital Management 0.08% Reduce -36.6% 8,119 $363K
COFG Advisors, LLC 0.09% — 8,071 $361K
Flagstar Securities, Inc. 0.12% Reduce -4.3% 8,071 $361K
Hamilton Capital Partners, LLC 0.12% New 8,064 $361K
Ally Invest Advisors Inc. 0.02% Reduce -3.5% 8,050 $360K
Cahill Financial Advisors Inc. 0.04% Reduce -19.8% 8,043 $360K
Teamwork Financial Advisors, LLC 0.04% Reduce -9.4% 8,022 $359K
Northbridge Financial Group, LLC 0.16% — 8,017 $358K
Momentum Wealth Planning, LLC 0.28% Reduce -35.5% 8,010 $358K
Bramshill Investments, LLC 0.02% Reduce -52.9% 8,000 $358K
Hopwood Financial Services, Inc. 0.25% Add +3.6% 7,999 $358K
Pacific Center for Financial Services 0.09% Reduce -50.0% 4,003 $358K
M.E. Allison & Co., Inc. 0.24% No change 7,998 $358K
Strategic Blueprint, LLC 0.02% Reduce -15.1% 7,930 $355K
VeraBank, N.A. 0.06% No change 7,910 $354K
Global View Capital Management LLC 0.07% Add +4.7% 7,896 $353K
Bensler, LLC 0.04% Add +3.7% 7,877 $352K
Fort Point Capital Partners LLC 0.04% Reduce -11.2% 7,323 $349K
Everett Harris & Co. 0.00% Add +22.7% 7,728 $346K
Centennial Wealth Advisory LLC 0.09% Add +8.8% 7,715 $345K
Paladin Partners, LLC 0.26% — 7,710 $345K
St Germain D J Co. Inc. 0.01% Reduce -7.0% 7,703 $344K
Baltimore-Washington Financial Advisors, Inc. 0.01% Add +4.9% 7,671 $343K
Eastern Bank 0.01% Reduce -2.8% 7,658 $342K
Copia Wealth Management 0.24% Reduce -4.4% 7,648 $342K
BlackDiamond Wealth Management, LLC 0.17% New 6,373 $342K
Searle & Co. 0.09% No change 7,635 $341K
Everhart Financial Group, Inc. 0.03% New 7,607 $340K
West Wealth Group, LLC 0.07% Add +0.8% 7,556 $338K
Raab & Moskowitz Asset Management LLC 0.07% No change 7,534 $337K
Zacks Investment Management 0.00% Reduce -5.3% 7,525 $336K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -1.4% 7,500 $335K
Campion Asset Management 0.23% Reduce -13.6% 7,494 $335K
Montecito Bank & Trust 0.05% Reduce -0.8% 7,452 $333K
Global Financial Private Client, LLC 0.12% Reduce -1.3% 7,442 $333K
Cornerstone National Bank & Trust Co 0.13% New 7,432 $332K
GM Advisory Group, LLC 0.01% Reduce -22.3% 7,422 $332K
LCNB Corp. 0.11% No change 7,418 $332K
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.07% No change 7,406 $331K
Marathon Trading Investment Management LLC 0.04% Reduce -44.8% 7,400 $331K
MKT Advisors LLC 0.11% No change 7,055 $331K
Laraway Financial Advisors Inc 0.21% Add +4.7% 7,348 $329K
Stratos Investment Management, LLC 0.01% Reduce -0.3% 7,347 $329K
PCG Wealth Advisors, LLC 0.09% Add +7.5% 7,326 $328K
Fourpath Capital Management, LLC 0.04% Reduce -97.4% 7,305 $327K
WealthPLAN Partners, LLC 0.05% Reduce -28.1% 7,302 $326K
Pure Portfolios Holdings LLC 0.10% Add +4.2% 7,299 $326K
Stolper Co 0.10% Reduce -7.8% 17,596 $326K
Lake Street Private Wealth, LLC 0.04% Reduce -24.6% 7,271 $325K
Eagle Global Advisors LLC 0.01% Reduce -4.0% 7,270 $325K
1834 Investment Advisors Co. 0.04% Reduce -17.0% 7,236 $324K
Bank of Stockton 0.09% Reduce -4.8% 7,224 $323K
WealthPlan Investment Management, LLC 0.02% Add +44.2% 7,199 $322K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -90.4% 7,199 $322K
Private Wealth Group, LLC 0.15% Add +14.4% 7,187 $321K
Occidental Asset Management, LLC 0.04% Reduce -6.0% 7,170 $321K
Ellerson Group Inc. 0.22% No change 7,170 $321K
OakTrust Wealth Advisors, LLC 0.30% — 7,157 $320K
L.K. Benson & Company, P.C. 0.16% Add +52.3% 7,140 $319K
Farmers & Merchants Investments Inc. 0.01% No change 7,122 $318K
Elevated Capital Advisors, LLC 0.07% Add +14.4% 7,099 $317K
Eldridge Investment Advisors, Inc. 0.07% No change 7,090 $317K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -12.0% 7,060 $316K
Saxon Interests, Inc. 0.11% Reduce -20.4% 7,059 $316K
Cypress Wealth Services, LLC 0.04% New 7,045 $315K
Newman Dignan & Sheerar, Inc. 0.07% Reduce -2.8% 7,038 $315K
waypoint wealth counsel 0.12% Reduce -26.6% 7,025 $314K
Volterra Technologies LP 0.32% Reduce -92.2% 7,023 $314K
Sonata Capital Group Inc. 0.11% Add +0.8% 7,004 $313K
Summit Wealth Partners, LLC 0.06% Reduce -2.7% 7,003 $313K
Bluefin Capital Management, LLC 0.09% New 7,000 $313K
Mather Group, Llc. 0.00% Add +4.2% 6,984 $312K
Founders Financial Alliance, LLC 0.06% Reduce -89.4% 6,978 $312K
BTS Asset Management, Inc. 0.42% Reduce -1.3% 6,843 $312K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +3.0% 6,920 $309K
Signet Private Wealth LLC 0.30% — 6,919 $309K
Presidio Capital Management, LLC 0.09% New 6,910 $309K
MA Private Wealth 0.05% No change 6,908 $309K
Comprehensive Financial Consultants Institutional, Inc. 0.09% No change 6,872 $307K
Iowa State Bank 0.06% Add +35.2% 6,864 $307K
Clarity Financial LLC 0.03% Reduce -3.0% 6,848 $306K
Sacks & Associates, LLC 0.22% — 6,840 $306K
Northwest Wealth Advisors, LLC 0.24% — 6,837 $306K
Evanson Asset Management, LLC 0.02% Add +0.3% 6,835 $306K
Resolute Wealth Strategies, LLC 0.13% Reduce -79.3% 6,826 $305K
Central Bank & Trust Co. 0.05% Reduce -24.2% 6,815 $305K
Howard Financial Services, LTD. 0.04% Add +0.6% 6,803 $304K
Navis Wealth Advisors, LLC 0.13% New 6,800 $304K
QP Wealth Management, LLC 0.27% — 6,795 $304K
Alteri Wealth LLC 0.10% Reduce -3.4% 6,794 $304K
Strategic Wealth Partners, Ltd. 0.02% Reduce -7.9% 6,764 $302K
United Advisor Group, LLC 0.04% New 6,752 $302K
Spreng Capital Management, Inc. 0.12% Reduce -4.0% 6,710 $300K
Lighthouse Financial LLC 0.20% Reduce -4.3% 6,700 $300K
Blackston Financial Advisory Group, LLC 0.18% Reduce -11.6% 6,678 $299K
Corsair Capital Management, L.P. 0.05% No change 6,672 $298K
Zinnia Wealth Advisory, LLC 0.32% — 6,670 $298K
Arbor Investment Advisors, LLC 0.04% Add +2.1% 6,660 $298K
Acorn Financial Advisory Services Inc. 0.04% Add +12.4% 6,641 $297K
CVFG LLC 0.20% Add +4.1% 6,637 $297K
Westco Advisory Services Inc. 0.18% — 6,632 $297K
United Financial Planning Group LLC 0.18% Add +0.4% 6,626 $296K
Evelyn Partners Investment Management (Europe) Ltd 0.10% No change 6,624 $296K
Coastwise Capital Group, LLC 0.15% Add +3.5% 6,624 $296K
FRG Family Wealth Advisors LLC 0.05% No change 6,600 $295K
PKS Advisory Services, LLC 0.07% No change 6,588 $295K
NCP Inc. 0.24% Add +0.3% 6,557 $293K
Apella Capital, LLC 0.01% New 6,554 $293K
WMG Financial Advisors, LLC 0.12% Reduce -89.6% 6,540 $292K
Van Hulzen Asset Management, LLC 0.02% Add +28.6% 6,538 $292K
NWF Advisory Services Inc. 0.03% Reduce -16.1% 6,535 $292K
Fearless Solutions, LLC dba Best Invest 0.18% Add +13.7% 6,531 $292K
VSM Wealth Advisory, LLC 0.09% Add +4194.1% 6,527 $292K
City Holding Co. 0.04% Add +2.0% 6,480 $290K
Octavia Wealth Advisors, LLC 0.03% Reduce -7.5% 6,461 $289K
Fox Hill Wealth Management 0.13% Add +0.6% 6,442 $288K
Legacy Financial Group, Inc. 0.08% Add +2.0% 6,422 $287K
Doliver Advisors, LP 0.07% Reduce -6.3% 6,420 $287K
Capital Asset Advisory Services LLC 0.01% Reduce -3.1% 6,252 $285K
Summit Financial Consulting LLC 0.21% New 6,317 $282K
Arrow Financial Corp 0.03% Reduce -7.7% 6,316 $282K
VCI Wealth Management LLC 0.08% New 6,301 $282K
Summit Financial Strategies, Inc. 0.02% No change 6,298 $282K
ARS Wealth Advisors Group, LLC 0.03% Reduce -2.6% 6,291 $281K
Cooper Financial Group 0.03% Reduce -3.1% 6,249 $279K
Financial Perspectives, Inc 0.08% Reduce -2.3% 6,249 $279K
Davis R M Inc. 0.00% No change 6,246 $279K
Xcelsior Advisor Partners LLC 0.14% — 6,232 $279K
Horrell Capital Management, Inc. 0.12% Reduce -0.4% 6,212 $278K
Carr Financial Group Corp 0.07% Reduce -6.1% 6,204 $277K
Western Pacific Wealth Management, LP 0.27% No change 6,200 $277K
Plimoth Trust Co. LLC 0.06% Reduce -2.0% 6,193 $277K
Retirement Guys Formula LLC 0.13% Reduce -11.3% 5,577 $277K
Chatterton & Associates Inc. 0.24% — 6,187 $277K
Physicians Financial Services, Inc. 0.07% New 6,178 $276K
Heritage Trust Co 0.03% Add +2.9% 6,172 $276K
Mill Creek Capital Advisors, LLC 0.01% New 6,171 $276K
Tradition Wealth Management, LLC 0.02% Reduce -11.8% 6,152 $275K
Well Done, LLC 0.04% Reduce -13.3% 6,136 $274K
Eagle Capital Management, LLC 0.10% No change 6,106 $273K
AtlasMark Financial, Inc 0.18% Add +0.9% 6,105 $273K
Curi Capital, LLC 0.00% Add +9.5% 6,090 $272K
Mason Investment Advisory Services, Inc. 0.01% Reduce -30.5% 6,081 $272K
Latitude Advisors, LLC 0.12% No change 6,068 $271K
Beaumont Financial Advisors, LLC 0.02% Reduce -39.3% 6,066 $271K
Childress Capital Advisors, LLC 0.04% Add +6.5% 6,064 $271K
ICONIQ Capital, LLC 0.00% Add +0.8% 6,051 $271K
Strategies Wealth Advisors, LLC 0.03% Reduce -5.6% 6,049 $270K
Oxinas Partners, LLC 0.13% Reduce -0.5% 6,018 $269K
West Tower Group, LLC 0.62% New 6,000 $268K
SMART Wealth LLC 0.08% Reduce -14.4% 5,957 $266K
PACK Private Wealth, LLC 0.12% Add +13.4% 5,954 $266K
Straight Path Wealth Management 0.07% Add +18.7% 5,949 $266K
Cordgrass Capital Advisors, LLC 0.06% Add +0.9% 5,940 $266K
Sprinkle Financial Consultants LLC 0.13% Add +0.8% 5,939 $265K
Beacon Bank & Trust 0.05% Reduce -5.6% 5,930 $265K
Wetzel Investment Advisors, Inc. 0.11% Add +0.2% 5,914 $264K
Tempo Wealth, LLC 0.05% — 5,912 $264K
GGM Financial LLC 0.13% Add +0.8% 5,885 $263K
Marks Group Wealth Management, Inc 0.03% Add +9.9% 5,882 $263K
Wealth Alliance, LLC 0.03% Reduce -21.1% 5,881 $263K
Rainier Family Wealth Inc. 0.20% New 5,868 $262K
Aviso Financial Inc. 0.01% Add +249.1% 5,864 $262K
Stack Financial Management, Inc 0.02% Add +14.8% 5,850 $262K
Daybright Advisory Services, Inc. 0.07% — 5,847 $261K
Viewpoint Capital Management LLC 0.11% No change 5,840 $261K
Bullock Wealth Management Group 0.13% — 5,832 $261K
Manhattan West Asset Management, LLC 0.05% Add +7.1% 5,829 $261K
USA Financial Formulas 0.05% Reduce -10.8% 5,813 $260K
North Star Investment Management Corp. 0.02% Add +0.1% 5,795 $259K
Strategic Family Wealth Counselors, L.L.C. 0.06% No change 5,440 $259K
Anchor Investment Management, LLC 0.02% Reduce -6.0% 5,772 $258K
Accurate Wealth Management, LLC 0.03% Reduce -15.0% 5,533 $258K
Tobias Financial Advisors, Inc. 0.04% New 5,768 $258K
Operose Advisors LLC 0.06% Add +89.6% 5,763 $258K
Means Investment Co., Inc. 0.02% Add +0.2% 5,730 $256K
Grant Private Wealth Management Inc 0.15% Reduce -0.4% 5,711 $255K
Westmount Partners, LLC 0.06% No change 5,700 $255K
Gradient Capital Advisors, LLC 0.07% Reduce -7.7% 5,695 $255K
Future Financial Wealth Managment LLC 0.17% Reduce -0.9% 5,344 $254K
Provident Wealth Management, LLC 0.08% No change 5,678 $254K
World Equity Group, Inc. 0.07% Reduce -8.8% 5,648 $253K
MBA Advisors LLC 0.10% Add +0.5% 5,628 $252K
Fort Washington Investment Advisors Inc. 0.00% Reduce -9.3% 5,616 $251K
SFG Wealth Management, LLC. 0.10% New 5,592 $250K
NCM Capital Management, LLC 0.09% No change 5,590 $250K
Indiana Trust & Investment Management Co 0.07% Reduce -1.0% 5,572 $249K
Blue Barn Wealth, LLC 0.36% No change 5,570 $249K
Invariant Investment Management 0.16% — 5,328 $249K
Truefg, LLC 0.07% New 5,560 $249K
MBE Wealth Management, LLC 0.10% Add +8.1% 5,559 $249K
Briaud Financial Planning Inc 0.06% No change 5,558 $248K
Uptown Financial Advisors LLC 0.21% Reduce -1.0% 5,557 $248K
Pursue Wealth Partners LLC 0.12% No change 5,554 $248K
LVM Capital Management Ltd. 0.02% Reduce -2.0% 5,542 $248K
Alexander Randolph Advisory, Inc. 0.21% No change 5,530 $247K
Nicolet Advisory Services, LLC 0.02% Reduce -4.5% 5,327 $247K
Novem Group 0.03% Reduce -20.0% 5,518 $247K
Poehling Capital Management, INC. 0.05% Add +1.7% 5,516 $247K
Mirador Capital Partners LP 0.03% Add +6.6% 5,506 $246K
Smartleaf Asset Management LLC 0.01% Reduce -68.1% 5,462 $246K
Capstone Wealth Management, Inc. 0.22% — 5,456 $246K
Advisory Resource Group 0.04% Reduce -5.6% 5,488 $245K
Maia Wealth LLC 0.04% Reduce -5.5% 4,542 $245K
Beaton Management Co. Inc. 0.11% New 5,490 $245K
Empowered Funds, LLC 0.00% New 5,465 $244K
Financial Partners Group, Inc 0.03% New 4,784 $244K
Johnson Financial Group, Inc. 0.01% Reduce -10.3% 5,458 $244K
Wealth Management Associates, Inc. 0.08% Reduce -4.9% 5,445 $243K
Indivisible Partners 0.03% — 5,090 $243K
BNB Wealth Management, LLC 0.16% — 5,417 $242K
Helium Advisors LLC 0.25% New 5,415 $242K
Highland Capital Management, LLC 0.01% No change 5,406 $242K
RDA Financial Network 0.06% Add +8.1% 5,403 $242K
Aaron Wealth Advisors LLC 0.01% No change 5,398 $241K
Guyasuta Investment Advisors Inc. 0.01% Add +1.3% 5,397 $241K
DT Investment Partners, LLC 0.02% No change 5,396 $241K
Heritage Investors Management Corp. 0.01% No change 5,400 $241K
OneAscent Financial Services LLC 0.02% Reduce -55.2% 5,371 $240K
Meridian Financial Advisors, LLC 0.13% No change 5,364 $240K
Whitener Capital Management, Inc. 0.05% Reduce -4.2% 5,359 $240K
Gainplan LLC 0.09% Add +17.5% 5,349 $239K
BankChampaign, National Association 0.24% — 683 $239K
Redhawk Wealth Advisors, Inc. 0.03% Add +6.9% 5,326 $238K
Exencial Wealth Advisors, LLC 0.01% Add +1.0% 5,326 $238K
WealthBridge Capital Management, LLC 0.05% Reduce -14.0% 5,324 $238K
Fortress Private Ledger, LLC 0.08% Reduce -5.4% 5,316 $238K
Wellspring Financial Advisors, LLC 0.02% Reduce -47.3% 182,043 $237K
Russell Investments Group, Ltd. 0.00% Reduce -0.2% 5,297 $237K
Alta Wealth Advisors LLC 0.08% New 5,289 $236K
Southland Equity Partners LLC 0.05% Reduce -78.0% 5,284 $236K
Investment Advisory Group, LLC 0.06% Reduce -7.0% 5,282 $236K
Strive Financial Group ,LLC 0.12% — 5,244 $234K
Trust Co. of Toledo NA 0.02% No change 5,242 $234K
2UniFi Bank 0.11% Add +6.6% 5,239 $234K
Garrison Point Advisors, LLC 0.10% Add +0.1% 5,232 $234K
Pictet North America Advisors SA 0.02% No change 5,214 $233K
Nicolet Bankshares Inc. 0.04% No change 5,210 $233K
Pure Financial Advisors, LLC 0.00% Add +1.2% 5,198 $232K
Affinity Capital Advisors, LLC 0.03% Reduce -24.3% 5,195 $232K
New England Private Wealth Advisors LLC 0.03% Reduce -40.4% 5,193 $232K
Tripletail Wealth Management, LLC 0.29% No change 5,190 $232K
JSF Financial, LLC 0.05% Add +3.6% 5,188 $232K
Avestar Capital, LLC 0.02% Reduce -16.1% 5,167 $231K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -60.6% 5,165 $231K
Capital Square, LLC 0.12% Add +14.9% 5,162 $231K
MCF Advisors LLC 0.01% Add +351.1% 5,161 $231K
Bedell Frazier Investment Counselling, LLC 0.04% New 5,158 $231K
Atom Investors LP 0.02% Reduce -96.7% 5,106 $228K
Sound Income Strategies, LLC 0.01% Add +49.3% 4,779 $228K
Aventura Private Wealth, LLC 0.08% No change 5,090 $228K
Stonebrook Private Inc. 0.05% New 5,083 $227K
Magnolia Capital Management Ltd. 0.17% No change 5,070 $227K
Summit Trail Advisors, LLC 0.00% Reduce -5.7% 5,058 $226K
Elevate Wealth Advisory, Inc. 0.15% No change 5,050 $226K
Comprehensive Wealth Management, LLC 0.13% Reduce -5.5% 5,042 $225K
Rockwood Wealth Management, LLC 0.02% New 5,042 $225K
Clifford Swan Investment Counsel LLC 0.01% Reduce -27.4% 5,042 $225K
Brave Asset Management Inc. 0.05% No change 5,038 $225K
Keebeck Wealth Management 0.03% Reduce -78.6% 5,038 $225K
Gerber Kawasaki Wealth & Investment Management 0.01% New 5,026 $225K
Natixis 0.00% No change 5,012 $224K
Daiwa Securities Group Inc. 0.00% No change 5,000 $224K
Basso Capital Management, L.P. 0.13% No change 5,010 $224K
WJ Financial Advisors LLC 0.20% Reduce -1.5% 4,965 $222K
Beacon Capital Management, LLC 0.03% Reduce -23.4% 4,959 $222K
Keystone Wealth Services, LLC 0.05% New 4,958 $222K
Centerpoint Advisory Group 0.17% Add +0.6% 4,950 $221K
BOK Financial Private Wealth, Inc. 0.01% No change 4,946 $221K
Curran Financial Partners, LLC 0.04% Reduce -10.8% 4,944 $221K
BridgePort Financial Solutions, LLC 0.06% No change 4,940 $221K
Cambria Investment Management, L.P. 0.01% New 4,929 $220K
Cadent Capital Advisors, LLC 0.06% Reduce -10.3% 4,927 $220K
Icon Wealth Advisors, LLC 0.01% Reduce -30.5% 3,562 $220K
Wealthedge Investment Advisors, LLC 0.08% Add +0.8% 4,911 $220K
Valtinson Bruner Financial Planning LLC 0.06% Add +0.8% 4,906 $219K
Carret Asset Management, LLC 0.02% No change 4,902 $219K
Covestor Ltd 0.11% Add +22.2% 4,888 $219K
KPP Advisory Services LLC 0.03% New 4,896 $219K
MLP3, LLC 0.24% — 4,896 $219K
American Institute for Advanced Investment Management, LLP 0.14% Reduce -11.3% 4,869 $219K
Roman Butler Fullerton & Co. 0.06% Reduce -22.2% 4,437 $217K
Charter Oak Capital Management, LLC 0.02% Reduce -12.7% 4,853 $217K
TruWealth Advisors, LLC 0.01% Reduce -1.7% 4,842 $216K
Mustico Financial Group, Inc. 0.17% New 4,637 $216K
Silver Oak Securities, Incorporated 0.01% Reduce -53.5% 4,810 $216K
Elmwood Wealth Management, Inc. 0.07% New 4,829 $216K
Tortuga Wealth Management, Inc 0.23% — 4,799 $215K
Broyhill Asset Management, LLC 0.19% No change 4,800 $215K
Collective Family Office LLC 0.05% Reduce -5.0% 4,798 $215K
University of Texas/Texas Am Investment Management Co. 0.03% Reduce -5.1% 4,789 $214K
Disciplined Investors, L.L.C. 0.14% Reduce -0.1% 4,773 $213K
Northwest Wealth Management, LLC 0.03% Reduce -30.2% 4,766 $213K
YANKCOM Partnership 0.09% No change 4,764 $213K
Magnolia Private Wealth, LLC 0.15% Reduce -28.8% 4,710 $211K
Elevatus Welath Management 0.06% Add +0.8% 4,698 $210K
Klingman & Associates, LLC 0.01% Reduce -6.5% 4,698 $210K
Clark Capital Management Group, Inc. 0.00% New 4,686 $210K
Adamsbrown Wealth Consultants LLC 0.06% Reduce -10.4% 4,657 $208K
Paragon Capital Management Ltd 0.04% No change 4,642 $208K
Longview Financial Advisors, Inc. 0.14% No change 4,612 $206K
Bragg Financial Advisors, Inc 0.01% Add +0.7% 4,606 $206K
Mirabaud & Cie SA 0.07% No change 4,600 $206K
Richmond Investment Services, LLC 0.04% Reduce -21.5% 4,593 $205K
Condor Capital Management 0.02% Reduce -3.0% 4,589 $205K
Cravens & Co Advisors, LLC 0.13% New 4,364 $205K
North Forty Two & Co. 0.19% No change 4,576 $205K
Mengis Capital Management, Inc. 0.04% No change 4,575 $205K
Earned Wealth Advisors, LLC 0.01% New 4,571 $204K
Boston Family Office LLC 0.01% No change 4,564 $204K
Berkshire Money Management, Inc. 0.02% New 4,537 $203K
Tounjian Advisory Partners, LLC 0.07% Reduce -4.2% 4,512 $202K
Boston Standard Wealth Management, LLC 0.03% No change 4,511 $202K
Rhodes Investment Advisors Inc. 0.16% — 4,510 $202K
WESPAC Advisors, LLC 0.11% Reduce -78.7% 4,510 $202K
Princeton Global Asset Management LLC 0.03% Reduce -52.6% 4,500 $201K
Grantvest Financial Group LLC 0.13% Reduce -27.5% 4,497 $201K
Stonebridge Financial Planning Group, LLC 0.07% Reduce -56.0% 4,478 $200K
Evermay Wealth Management LLC 0.02% Reduce -2.3% 4,280 $191K
Hyposwiss Advisors SA 0.18% — 4,150 $186K
Country Trust Bank 0.00% Reduce -4.0% 4,018 $180K
MidFirst Bank 0.01% — 4,014 $179K
Key Financial Inc 0.03% Add +8.8% 4,008 $179K
Comprehensive Financial Planning, Inc. 0.12% Add +0.7% 3,981 $178K
Bayban 0.16% — 3,956 $177K
Weaver Capital Management LLC 0.04% Reduce -0.1% 3,772 $169K
Hara Capital LLC 0.09% No change 3,770 $169K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 3,758 $168K
Compass Financial Services Inc 0.07% Add +0.7% 3,755 $168K
Kings Path Partners LLC 0.06% Reduce -15.7% 3,750 $168K
Evolution Wealth Management Inc. 0.14% Add +0.6% 3,748 $168K
GAMMA Investing LLC 0.01% Add +56.5% 3,734 $167K
Missouri Trust & Investment Co 0.05% Reduce -6.0% 3,666 $164K
Crewe Advisors LLC 0.01% Add +7.7% 3,626 $162K
Manning & Napier Advisors LLC 0.00% No change 3,600 $161K
N.E.W. Advisory Services LLC 0.01% Add +70.5% 3,564 $159K
NFSG Corp 0.02% Add +497.1% 3,547 $159K
Coastline Trust Co 0.01% Add +906.3% 3,522 $157K
American National Bank & Trust 0.01% No change 3,502 $157K
WFA of San Diego, LLC 0.11% No change 3,500 $156K
Ares Financial Consulting, LLC 0.15% — 3,486 $156K
Quadrant Capital Group LLC 0.00% New 3,400 $152K
Pin Oak Investment Advisors Inc. 0.11% Reduce -13.9% 2,852 $152K
ORG Partners LLC 0.03% Add +255.4% 3,376 $151K
Wellington Grp LLC 0.05% — 3,372 $151K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 3,000 $149K
Ssa Swiss Advisors AG 0.07% Reduce -11.9% 3,318 $148K
Bravera Wealth 0.07% — 3,242 $145K
Horizon Bancorp Inc. 0.07% Add +4.1% 3,166 $142K
SHP Wealth Management 0.01% — 3,168 $142K
Winch Advisory Services, LLC 0.03% Reduce -0.9% 3,148 $141K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% New 3,086 $138K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +2962.0% 3,062 $137K
Phillips Financial Management, LLC 0.01% No change 3,024 $135K
Webster Bank, N. A. 0.01% No change 2,928 $131K
Delta Asset Management LLC 0.01% No change 2,910 $130K
Providence Capital Advisors, LLC 0.02% Add +7.8% 2,904 $130K
Peterson Wealth Services 0.03% Add +2393.1% 2,892 $129K
Chilton Capital Management LLC 0.00% Reduce -3.5% 2,844 $127K
Financial Consulate, Inc. 0.02% Add +6.5% 2,838 $127K
Planning Project LLC 0.03% — 2,786 $125K
Hamilton Point Investment Advisors, LLC 0.02% Add +203.6% 2,708 $121K
Commonwealth Retirement Investments LLC 0.04% New 2,684 $120K
Keating Financial Advisory Services, Inc. 0.02% — 2,644 $118K
Flagship Wealth Advisors, LLC 0.03% Reduce -33.6% 2,643 $118K
Bullseye Investment Management, LLC 0.06% New 2,620 $117K
one8zero8, LLC 0.03% New 2,620 $117K
Cheviot Value Management, LLC 0.01% No change 2,324 $116K
Sumitomo Mitsui Financial Group, Inc. 0.00% Add +100.0% 2,600 $116K
Founders Capital Management 0.06% Add +0.1% 2,559 $114K
Tucker Asset Management LLC 0.03% Add +121.5% 2,556 $114K
Cranbrook Wealth Management, LLC 0.02% Reduce -13.1% 2,544 $114K
Addison Advisors LLC 0.03% No change 2,542 $114K
Hills Bank & Trust Co 0.01% New 2,508 $112K
Global Wealth Strategies & Associates 0.03% Add +11.3% 2,432 $109K
Signature Equity Partners, LLC 0.06% — 2,393 $107K
Centerpoint Advisors, LLC 0.03% No change 2,330 $104K
McIlrath & Eck, LLC 0.01% Add +43.6% 2,320 $104K
Reyes Financial Architecture, Inc. 0.06% Add +59.7% 2,280 $102K
Basecamp Wealth Advisors LLC 0.02% — 2,278 $102K
Ameliora Wealth Management Ltd. 0.03% Reduce -20.0% 2,260 $101K
Coston, McIsaac & Partners 0.02% Add +97.6% 2,237 $100K
Root Financial Partners, LLC 0.01% Reduce -14.0% 2,219 $99K
TD Capital Management LLC 0.01% Add +33.6% 2,209 $99K
Abound Wealth Management 0.02% Reduce -2.5% 2,169 $97K
Byrne Asset Management LLC 0.05% Add +2.8% 2,147 $96K
Joseph Group Capital Management 0.02% No change 2,046 $91K
MTM Investment Management, LLC 0.03% Add +0.4% 2,041 $91K
Hilton Head Capital Partners, LLC 0.05% — 2,040 $91K
CVA Family Office, LLC 0.01% No change 1,982 $89K
Howe & Rusling Inc. 0.01% Add +5.4% 1,980 $89K
HighMark Wealth Management LLC 0.04% Add +0.2% 1,952 $87K
Versant Capital Management, Inc 0.01% Add +968.9% 1,924 $86K
Bangor Savings Bank 0.01% Reduce -23.6% 1,882 $84K
Gilpin Wealth Management, LLC 0.07% — 1,854 $83K
Measured Wealth Private Client Group, LLC 0.02% Reduce -16.9% 1,824 $82K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.01% New 1,800 $80K
Game Plan Financial Advisors, LLC 0.03% Add +8825.0% 1,785 $80K
Hilltop National Bank 0.02% No change 1,780 $80K
Smithfield Trust Co 0.00% No change 1,770 $79K
Biltmore Family Office, LLC 0.01% Add +16.7% 1,750 $78K
Nova Wealth Management, Inc. 0.05% Add +2.8% 1,748 $78K
Pension & Wealth Management Advisors, Inc. 0.02% No change 1,740 $78K
West Paces Advisors Inc. 0.01% Reduce -31.2% 1,685 $75K
New Republic Capital, LLC 0.02% New 1,602 $72K
Integrity Financial Corp 0.04% Reduce -7.8% 1,600 $72K
Quest 10 Wealth Builders, Inc. 0.06% No change 1,560 $70K
Monetary Solutions, Ltd 0.07% — 1,540 $69K
Plante Moran Financial Advisors, LLC 0.00% Add +42.6% 1,509 $67K
MGB Wealth Management, LLC 0.02% No change 1,500 $67K
Gleason Group, Inc. 0.01% Add +0.8% 1,482 $66K
Seneschal Advisors, LLC 0.05% Add +122.0% 1,474 $66K
Dorato Capital Management 0.05% — 1,348 $65K
Brentview Investment Management LLC 0.03% No change 1,400 $63K
Topsail Wealth Management, LLC 0.01% No change 1,400 $63K
DecisionPoint Financial, LLC 0.01% New 1,388 $62K
Dynamic Wealth Strategies, LLC 0.04% Add +144.9% 1,352 $60K
Nemes Rush Group LLC 0.01% Add +0.5% 1,349 $60K
Physician Wealth Advisors, Inc. 0.01% Add +2.4% 1,346 $60K
Glassman Wealth Services 0.01% Reduce -33.2% 1,340 $60K
Delos Wealth Advisors, LLC 0.04% No change 1,322 $59K
Hazlett, Burt & Watson, Inc. 0.02% No change 1,294 $58K
Olistico Wealth, LLC 0.03% New 1,290 $58K
Steigerwald, Gordon & Koch Inc. 0.01% No change 1,288 $58K
C M Bidwell & Associates Ltd. 0.03% No change 1,277 $57K
Millstone Evans Group, LLC 0.03% No change 1,264 $57K
Morse Asset Management, Inc 0.01% Add +396.8% 1,252 $56K
First United Bank & Trust 0.02% Reduce -14.9% 1,202 $54K
Concord Wealth Partners 0.01% Add +411.1% 1,196 $53K
Mascoma Wealth Management LLC 0.01% Reduce -54.9% 1,166 $52K
Bollard Group LLC 0.00% Add +0.5% 1,164 $52K
Barnes Dennig Private Wealth Management LLC 0.05% Add +5.1% 1,154 $52K
Rosenberg Matthew Hamilton 0.01% No change 1,150 $51K
Northwest Capital Management Inc 0.22% Reduce -53.4% 1,112 $50K
Dara Capital Us, Inc. 0.04% — 1,100 $49K
Maryland Capital Advisors Inc. 0.02% No change 1,088 $49K
Collier Financial 0.04% Reduce -27.2% 1,063 $48K
Tanglewood Legacy Advisors, LLC 0.02% Add +0.8% 1,008 $45K
JDM Financial Group LLC 0.02% No change 1,008 $45K
Intesa Sanpaolo Wealth Management 0.01% — 1,000 $45K
Hoey Investments, Inc. 0.01% No change 1,000 $45K
SageView Advisory Group, LLC 0.00% New 994 $44K
Dunhill Financial, LLC 0.01% Add +0.4% 990 $44K
Hantz Financial Services, Inc. 0.00% Add +9.6% 982 $44K
Caitlin John, LLC 0.03% Reduce -6.5% 982 $44K
Wagner Wealth Management, LLC 0.01% Add +76.6% 968 $43K
Your Advocates Ltd., LLP 0.01% Reduce -8.4% 936 $42K
Family Manage LLC 0.01% No change 928 $41K
Compagnie Lombard Odier SCmA 0.00% No change 902 $40K
Paladin Advisory Group, LLC 0.03% Reduce -45.1% 898 $40K
Townsend Asset Management Corp. /NC/ 0.01% Add +0.2% 886 $40K
CBIZ Investment Advisory Services, LLC 0.00% No change 868 $39K
Redwood Park Advisors LLC 0.03% Reduce -0.1% 863 $39K
Whipplewood Advisors, LLC 0.02% No change 860 $38K
Ritter Daniher Financial Advisory LLC / DE 0.01% New 860 $38K
Rialto Wealth Management, LLC 0.01% Add +49.3% 848 $38K
WealthShield Partners, LLC 0.00% Reduce -8.1% 847 $38K
Trust Co. of Vermont 0.00% Reduce -9.7% 840 $38K
First Community Trust NA 0.03% No change 830 $37K
Acima Private Wealth, LLC 0.01% No change 816 $36K
Cambient Family Office, LLC 0.01% — 810 $36K
GPS Wealth Strategies Group, LLC 0.03% Reduce -96.5% 800 $36K
Davis Capital Management 0.02% No change 800 $36K
Turim 21 Investimentos Ltda. 0.01% No change 800 $36K
WestEnd Advisors, LLC 0.00% Add +297.9% 764 $34K
PFS Partners, LLC 0.02% Add +0.4% 757 $34K
Stephens Consulting, LLC 0.01% No change 754 $34K
Cape Investment Advisory, Inc. 0.01% Add +24.4% 749 $34K
Roble, Belko & Company, Inc 0.00% Add +0.4% 735 $33K
DHJJ Financial Advisors, Ltd. 0.01% No change 730 $33K
Barrett & Company, Inc. 0.01% No change 728 $33K
Duncker Streett & Co. Inc. 0.01% Reduce -51.2% 708 $32K
Bare Financial Services, Inc 0.01% No change 704 $31K
Hager Investment Management Services, LLC 0.02% Reduce -4.1% 702 $31K
Summit Securities Group LLC 0.01% New 700 $31K
Obsidian Cio, LLC 0.05% Reduce -93.6% 697 $31K
Ashton Thomas Securities, LLC 0.01% Reduce -3.6% 696 $31K
Birchbrook, Inc. 0.02% No change 680 $30K
Anfield Capital Management, LLC 0.01% Add +330.8% 672 $30K
Register Financial Advisors LLC 0.01% Add +0.3% 672 $30K
IAG Wealth Partners, LLC 0.00% Add +0.9% 668 $30K
Signature Resources Capital Management, LLC 0.01% No change 658 $29K
Blueline Advisors LLC 0.02% — 654 $29K
Costello Asset Management, INC 0.01% New 643 $29K
Godfrey Financial Associates, Inc. 0.02% — 632 $28K
Banque Cantonale Vaudoise 0.00% Reduce -20.7% 617 $28K
Vermillion Wealth Management, Inc. 0.01% Reduce -7.2% 609 $27K
Holos Integrated Wealth LLC 0.01% No change 578 $26K
Ascentis Wealth Management, LLC 0.01% No change 568 $25K
Investment Counsel Co. of Nevada 0.05% New 530 $24K
Richards, Merrill & Peterson, Inc. 0.01% New 520 $23K
MilWealth Group LLC 0.01% No change 512 $23K
Pacifica Partners Inc. 0.01% Add +206.3% 490 $22K
Corecam Pte. Ltd. 0.01% New 500 $22K
Garner Asset Management Corp 0.01% New 500 $22K
Strengthening Families & Communities, LLC 0.01% Add +1.0% 497 $22K
Gables Capital Management Inc. 0.01% No change 486 $22K
Vision Financial Markets LLC 0.02% No change 486 $22K
Avalon Trust Co 0.00% Reduce -64.4% 480 $21K
Clayton Financial Group LLC 0.01% New 450 $20K
Woodard & Co. Asset Management Group Inc. 0.00% New 446 $20K
Washington Trust Advisors, Inc. 0.00% New 445 $20K
Cary Street Partners Investment Advisory LLC 0.01% No change 444 $20K
Ameritas Investment Partners, Inc. 0.00% Add +8.0% 432 $19K
HHM Wealth Advisors, LLC 0.00% Add +79.2% 423 $19K
REAP Financial Group, LLC 0.00% Add +0.3% 409 $18K
Consultiva Wealth Management, Corp. 0.05% Reduce -33.3% 400 $18K
Strategic Investment Solutions, Inc. 0.00% No change 400 $18K
Fortitude Family Office, LLC 0.00% No change 400 $18K
Wealth Preservation Advisors, LLC 0.01% No change 398 $18K
Dagco, Inc. 0.00% No change 398 $18K
Bernard Wealth Management Corp. 0.01% Add +0.8% 395 $18K
SOA Wealth Advisors, LLC. 0.00% Add +0.5% 388 $17K
Stone House Investment Management, LLC 0.00% New 380 $17K
Citizens National Bank Trust Department 0.00% No change 360 $16K
Allspring Global Investments Holdings, LLC 0.00% Add +7.3% 352 $16K
IFC & Insurance Marketing, Inc. 0.02% — 352 $16K
Corsicana & Co. 0.01% No change 350 $16K
Hartford Financial Management Inc. 0.00% No change 346 $15K
Optiver Holding B.V. 0.00% Reduce -99.7% 346 $15K
Clean Yield Group 0.00% Add +0.9% 343 $15K
Wealth Watch Advisors, INC 0.01% New 332 $15K
Perkins Coie Trust Co 0.00% No change 314 $14K
Quattro Advisors LLC 0.01% — 308 $14K
GoalVest Advisory LLC 0.00% Reduce -58.1% 306 $14K
Ballast Advisors LLC 0.00% No change 300 $13K
Rice Partnership, LLC 0.00% New 300 $13K
Curio Wealth, LLC 0.00% New 300 $13K
Midwest Capital Advisors, LLC 0.01% Reduce -0.3% 295 $13K
Vision Retirement, LLC 0.00% — 294 $13K
Legacy Wealth Managment, LLC 0.01% Reduce -55.5% 293 $13K
MH & Associates Securities Management Corp. 0.01% — 280 $13K
Nalls Sherbakoff Group, LLC 0.01% No change 280 $13K
Wealth Enhancement Trust Services, Inc. 0.00% — 280 $13K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -61.2% 282 $12K
Atlantic Edge Private Wealth Management, LLC 0.00% Reduce -65.8% 260 $12K
eCIO, Inc. 0.01% New 258 $12K
Estate Planners Group, LLC 0.00% — 251 $11K
First PREMIER Bank 0.00% No change 254 $11K
Nvest Wealth Strategies, Inc. 0.01% — 244 $11K
Networth Advisors, LLC 0.01% — 240 $11K
Navalign, LLC 0.00% New 234 $10K
Highline Wealth Partners LLC 0.00% Reduce -65.0% 229 $10K
Rakuten Securities, Inc. 0.00% Add +216.7% 228 $10K
Financial Connections Group, Inc. 0.00% New 225 $10K
Avion Wealth 0.00% No change 238 $10K
Smallwood Wealth Investment Management, LLC 0.01% No change 222 $10K
Chapman Financial Group, LLC 0.01% No change 220 $10K
Greykasell Wealth Strategies, Inc. 0.00% New 220 $10K
FWL Investment Management, LLC 0.00% No change 220 $10K
Silicon Valley Capital Partners 0.00% No change 216 $10K
Richard Bernstein Advisors LLC 0.00% Reduce -0.5% 207 $9K
Hamrick Investment Counsel, llc 0.01% — 202 $9K
Asset Dedication, LLC 0.00% Add +380.9% 202 $9K
Archer Investment Corp 0.00% No change 200 $9K
Ankerstar Wealth, LLC 0.01% — 200 $9K
Berbice Capital Management LLC 0.01% New 200 $9K
Provenance Wealth Advisors, LLC 0.00% Reduce -38.6% 200 $9K
American Wealth Advisors, LLC 0.01% Add +1.6% 189 $8K
Graney & King, LLC 0.00% Add +1.1% 182 $8K
City State Bank 0.00% No change 180 $8K
Motiv8 Investments LLC 0.00% New 180 $8K
IMG Wealth Management, Inc. 0.00% No change 170 $8K
Maseco LLP 0.00% Add +14.1% 162 $7K
Hurley Capital, LLC 0.00% New 155 $7K
Eukles Asset Management 0.00% Add +35.7% 152 $7K
LM Advisors LLC 0.03% Reduce -95.9% 303 $7K
Core Alternative Capital 0.00% New 150 $7K
Cherry Tree Wealth Management, LLC 0.00% No change 150 $7K
Creative Capital Management Investments LLC 0.00% No change 148 $7K
Optima Capital LLC 0.00% New 148 $7K
CNB Bank 0.00% No change 140 $6K
Kilter Group LLC 0.00% Reduce -1.4% 138 $6K
Bank & Trust Co 0.00% No change 134 $6K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -82.5% 116 $5K
JNBA Financial Advisors 0.00% Reduce -37.4% 114 $5K
Private Wealth Management Group, LLC 0.00% Reduce -45.0% 110 $5K
GHP Investment Advisors, Inc. 0.00% No change 110 $5K
American Capital Advisory, LLC 0.00% Reduce -62.9% 106 $5K
Go Invest LLC 0.00% — 102 $5K
Aspect Partners, LLC 0.00% No change 102 $5K
Jessup Wealth Management, Inc 0.00% New 98 $4K
SWAN Capital LLC 0.00% Reduce -26.1% 96 $4K
Robinswood Financial LLC 0.00% No change 92 $4K
Beaird Harris Wealth Management, LLC 0.00% Reduce -1.1% 89 $4K
Financial Management Professionals, Inc. 0.00% No change 84 $4K
CDKV Holdings LLC 0.00% — 80 $4K
Kozak & Associates, Inc. 0.00% No change 68 $3K
Minot DeBlois Advisors LLC 0.00% Reduce -30.0% 70 $3K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -71.0% 66 $3K
Park Place Capital Corp 0.00% Reduce -1.7% 59 $3K
Bogart Wealth, LLC 0.00% No change 56 $3K
Strategic Advocates LLC 0.00% Reduce -1.8% 55 $2K
Aventus Investment Advisors, Inc. 0.00% Reduce -35.7% 54 $2K
Advanced Asset Management Advisors Inc 0.00% No change 50 $2K
WealthCollab, LLC 0.00% New 40 $2K
Inlight Wealth Management, LLC 0.00% New 40 $2K
Cedar Wealth Management, LLC 0.00% No change 40 $2K
Transce3nd, LLC 0.01% No change 32 $2K
Lavaca Capital LLC 0.00% Reduce -2.8% 35 $2K
Truvestments Capital LLC 0.00% Reduce -27.3% 32 $1K
Marshall & Sterling Wealth Advisors Inc. 0.00% Reduce -87.0% 28 $1K
Key Capital Management, INC 0.00% — 26 $1K
Mountain Hill Investment Partners Corp. 0.00% Reduce -4.2% 23 $1K
Three Bearings Fiduciary Advisors, Inc. 0.00% — 18 $919
SJS Investment Consulting Inc. 0.00% New 16 $716
Wolff Wiese Magana LLC 0.00% No change 12 $537
First Pacific Financial 0.00% New 10 $451
Turning Point Benefit Group, Inc. 0.00% No change 10 $447
Valued Wealth Advisors LLC 0.00% Reduce -50.0% 9 $390
Redmont Wealth Advisors LLC 0.00% Reduce -99.7% 8 $371
MPWM Advisory Solutions, LLC 0.00% No change 8 $358
Purpose Unlimited Inc. 0.00% — 8 $358
Proathlete Wealth Management LLC 0.00% No change 4 $182
Central Pacific Bank - Trust Division 0.00% No change 2 $89
Kingdom Financial Group LLC. 0.00% New 1 $60
New Millennium Group LLC 0.00% Add +0.0% 1 $23

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