SS Energy Select SectorXLEETF

13F holders, Q1 2026 (March 31)
2,122holders +254
365new positions
116sold out
8famous investors
$61.18avg. 13F price*

At the end of Q1 2026, 2,122 institutions reported holding SS Energy Select Sector (XLE) in their 13F filings, up 254 from Q4 2025. 365 opened new positions and 116 sold out. The largest holders were Bank of America Corp. ($2.4B), Goldman Sachs Group Inc. ($2.0B) and Morgan Stanley ($2.0B). 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 (Q1 2026)
CUSIP
81369Y506
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,816Q1 2024Q2 2024: 1,809Q2 2024Q3 2024: 1,753Q3 2024Q4 2024: 1,887Q4 2024Q1 2025: 1,843Q1 2025Q2 2025: 1,752Q2 2025Q3 2025: 1,740Q3 2025Q4 2025: 1,868Q4 2025Q1 2026: 2,122Q1 2026Q2 2026: 2,045Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions365$2.1B
Exits116$267.1M

All 13F filers, Q4 2025 → Q1 2026: 109,487,973 shares bought and 35,048,182 shares sold, net +74,439,791 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,122 holders

Bank of America Corp. 0.18% Reduce -12.2% 39,650,027 $2.4B
Goldman Sachs Group Inc. 0.27% Add +41.3% 33,438,646 $2.0B
Morgan Stanley 0.12% Add +10.8% 32,617,347 $2.0B
JPMorgan Chase & Co. 0.09% Add +24.1% 20,741,750 $1.3B
Wells Fargo & Company 0.22% Reduce -10.2% 18,187,318 $1.1B
LPL Financial LLC 0.25% Add +20.0% 15,447,428 $946.3M
UBS Group AG 0.16% Add +3.7% 14,472,789 $886.6M
Varma Mutual Pension Insurance Co 5.05% New 14,067,185 $861.8M
Citigroup Inc. 0.37% Add +73.7% 9,373,290 $574.2M
Menora Mivtachim Holdings LTD. 2.52% Reduce -7.5% 8,673,100 $531.3M
Royal Bank of Canada 0.09% Add +9.4% 8,119,363 $497.4M
Ameriprise Financial Inc. 0.09% Add +17.8% 6,576,825 $403.7M
Barclays PLC 0.14% Add +3.6% 6,476,444 $396.7M
BNP Paribas Financial Markets 0.26% Add +11.8% 6,241,140 $382.3M
Raymond James Financial Inc. 0.11% Add +0.1% 5,887,465 $360.7M
Bank of Montreal 0.14% Add +46.2% 5,577,903 $341.7M
Envestnet Asset Management Inc. 0.09% Add +23.8% 5,454,793 $334.2M
Susquehanna International Group, LLP 0.40% Add +131.1% 4,981,510 $305.2M
Saudi Central Bank 5.60% No change 4,321,004 $264.7M
Hamilton Capital, LLC 13.67% Reduce -41.0% 4,306,753 $263.8M
Cibc World Market Inc. 0.41% Add +17.2% 3,811,299 $233.5M
Osaic Holdings, Inc. 0.33% Add +27.5% 3,622,326 $221.9M
Mizuho Bank, Ltd. 54.38% New 3,280,000 $200.9M
Focus Partners Wealth 0.21% Add +360.2% 3,092,580 $189.5M
Healthcare of Ontario Pension Plan Trust Fund 0.28% Reduce -35.1% 2,701,000 $165.5M
Charles Schwab Investment Management Inc. 0.03% Add +96.8% 2,689,336 $164.7M
Factory Mutual Insurance Co. 1.85% Add +385.1% 2,683,330 $164.4M
Wealthfront Advisers LLC 0.33% Add +1.2% 2,483,501 $152.1M
Cetera Investment Advisers 0.16% Reduce -0.6% 2,450,864 $150.1M
Schroder Investment Management Group 0.12% Add +212.4% 2,392,565 $148.2M
Allen Investment Management, LLC 1.79% Add +11.0% 2,364,983 $144.9M
Northern Trust Corp. 0.02% Add +3.8% 2,161,565 $132.4M
Stifel Financial Corp. 0.12% Reduce -5.2% 2,157,385 $132.2M
HighTower Advisors, LLC 0.13% Add +11.7% 2,010,195 $123.1M
Quadrature Capital Ltd 1.42% Add +999.4% 1,951,573 $119.6M
PGIM Custom Harvest LLC 1.74% Add +10.3% 1,821,657 $111.6M
Cornerstone Advisors, LLC 4.00% Add +24.2% 1,776,143 $108.8M
Main Management Fund Advisors LLC 9.00% Reduce -69.8% 731,100 $107.2M
Commonwealth Equity Services, LLC 0.15% Reduce -4.5% 1,736,203 $106.4M
J.Safra Asset Management Corp 5.33% Add +3.8% 1,615,019 $98.9M
Capital Investment Advisors, LLC 1.40% Add +5.3% 1,561,870 $95.7M
Phoenix Financial Ltd. 0.89% Add +135.5% 1,530,654 $93.8M
Steward Partners Investment Advisory, LLC 0.48% Add +34.4% 1,522,713 $93.3M
Rockefeller Capital Management L.P. 0.16% Reduce -6.9% 1,436,875 $88.0M
Marshall Wace, LLP 0.09% Add +11.9% 1,424,284 $87.3M
Optiver Holding B.V. 3.18% Add +397937.0% 1,377,208 $84.4M
MML Investors Services, LLC 0.23% Add +9.1% 1,349,399 $82.7M
Cwm, LLC 0.22% Add +19.1% 1,342,139 $82.2M
Tidal Investments LLC 0.25% Add +5228.1% 1,314,429 $80.5M
Migdal Insurance & Financial Holdings Ltd. 0.68% Add +6977.1% 1,282,511 $78.6M
Assetmark, Inc. 0.16% Add +7281.6% 1,277,309 $78.2M
EP Wealth Advisors, LLC 0.38% Add +9.8% 1,271,555 $77.9M
HSBC Holdings PLC 0.05% Reduce -75.4% 1,264,381 $77.6M
Cambridge Investment Research Advisors, Inc. 0.20% Add +16.4% 1,265,520 $77.5M
Janney Montgomery Scott LLC 0.19% Add +34.7% 1,233,145 $75.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.44% Add +30.4% 1,222,898 $74.9M
Squarepoint Ops LLC 0.16% Add +2855.9% 1,204,809 $73.8M
Capstone Investment Advisors, LLC 0.79% Reduce -2.9% 1,163,460 $71.3M
Baird Financial Group, Inc. 0.10% Add +2.0% 1,089,625 $66.8M
Corient Private Wealth LP 0.09% Add +3.8% 1,168,470 $65.4M
Jump Financial, LLC 1.06% Add +512.0% 1,056,101 $64.7M
AQR Capital Management 0.03% Add +599.5% 1,039,250 $63.7M
Private Advisor Group, LLC 0.29% Add +44.5% 1,021,790 $62.6M
Vestor Capital, LLC 4.48% Add +4.1% 1,010,538 $61.9M
Cerity Partners LLC 0.09% Add +33.1% 1,008,305 $61.8M
Agf Management Ltd. 0.28% Add +38.4% 1,003,155 $61.5M
State Street Corp. 0.00% Add +869.6% 999,596 $61.2M
Maven Securities LTD 3.58% New 999,976 $61.2M
Alps Advisors Inc. 0.28% Reduce -18.5% 976,586 $59.8M
Fifth Third Bancorp 0.11% Add +24.4% 974,509 $59.7M
Mercer Global Advisors Inc. 0.09% Add +7.0% 954,974 $58.5M
Jones Financial Companies LLLP 0.03% Add +68.5% 930,450 $58.2M
Walleye Trading LLC 1.19% New 942,096 $57.7M
PNC Financial Services Group, Inc. 0.03% Add +11.9% 937,281 $57.4M
FIL Ltd 0.04% Reduce -13.1% 925,135 $56.7M
Truist Financial Corp. 0.07% Add +7.7% 895,831 $54.9M
Clal Insurance Enterprises Holdings Ltd 0.33% Add +1.1% 879,894 $53.9M
Van Eck Associates Corp. 0.04% Add +101.6% 865,302 $53.0M
Qube Research & Technologies Ltd 0.07% Add +677.5% 856,827 $52.5M
Millennium Management 0.04% Add +8.7% 852,493 $52.2M
US Bancorp \de 0.06% Reduce -0.4% 851,064 $52.1M
Citadel Advisors 0.04% Add +34.1% 803,000 $49.2M
Bank of Nova Scotia 0.08% Add +2531.6% 778,736 $47.7M
Blue Chip Partners, LLC 3.42% Add +0.8% 774,638 $47.5M
Tocqueville Asset Management L.P. 0.70% Reduce -0.3% 773,725 $47.4M
Forbes J M & Co. LLP 3.99% Add +0.4% 769,522 $47.1M
Kestra Advisory Services, LLC 0.18% Add +22.6% 767,322 $47.0M
GenTrust, LLC 1.98% Reduce -1.9% 755,336 $46.3M
Affinity Wealth Management LLC 6.58% Reduce -0.2% 709,517 $43.5M
Oakworth Capital, Inc. 2.21% Add +3.3% 681,040 $41.7M
Sanctuary Advisors, LLC 0.22% Add +13.6% 671,814 $41.2M
BlackRock, Inc. 0.00% Reduce -34.1% 667,157 $40.9M
RiverFront Investment Group, LLC 0.63% Add +1.0% 660,579 $40.5M
KCM Investment Advisors LLC 1.32% Reduce -1.7% 646,525 $39.6M
Equitable Trust Co. 1.74% Reduce -3.8% 614,770 $37.7M
AE Wealth Management LLC 0.20% Add +32.4% 614,490 $37.6M
Cresset Asset Management, LLC 0.16% Add +7.0% 610,513 $37.4M
University of Illinois Foundation 7.55% New 601,034 $36.8M
Parallax Volatility Advisers, L.P. 2.05% Add +91.9% 657,322 $36.7M
True Freedom Investing, LLC 2.80% Add +316.6% 596,939 $36.6M
Fullerton Fund Management Co Ltd. 2.88% New 587,781 $36.0M
Mirae Asset Global Investments Co., Ltd. 0.10% Add +1962.8% 585,821 $35.9M
Angeles Investment Advisors, LLC 2.41% New 584,760 $35.8M
Modern Wealth Management, LLC 0.60% Reduce -17.8% 593,030 $35.0M
FMR LLC 0.00% Add +263.1% 555,576 $34.0M
UNIVEST FINANCIAL Corp 1.89% Reduce -7.0% 549,718 $33.7M
Performance Wealth Partners, LLC 0.97% New 544,801 $33.4M
GTS Securities LLC 1.17% Add +294.6% 539,265 $33.0M
Captrust Financial Advisors 0.06% Add +103.9% 526,661 $32.3M
Appleton Partners Inc. 2.22% Reduce -4.3% 520,194 $31.9M
Mariner, LLC 0.04% Add +9.2% 515,290 $31.6M
Peapack Gladstone Financial Corp. 0.40% Reduce -0.8% 515,297 $31.6M
Brown Advisory Inc. 0.05% Add +0.0% 500,590 $30.7M
PJT Investments Corp. 12.10% New 498,205 $30.5M
Provida Pension Fund Administrator 0.50% Add +83.8% 486,848 $29.8M
Municipal Employees' Retirement System of Michigan 0.33% Reduce -52.1% 474,882 $29.1M
Thrivent Financial for Lutherans 0.06% Add +2.4% 461,792 $28.3M
Creative Planning 0.02% Add +6.2% 453,873 $27.8M
Westwood Holdings Group Inc. 0.19% Add +75.3% 430,094 $26.3M
Ferguson Wellman Capital Management, Inc. 0.35% Reduce -1.0% 423,596 $25.9M
Toronto Dominion Bank 0.05% Add +297.0% 422,716 $25.9M
Stonebridge Financial Group, LLC 2.10% New 416,659 $25.5M
Pinkerton Wealth, LLC 2.32% Add +42.7% 570,774 $25.5M
W.G. Shaheen & Associates DBA Whitney & Co 2.10% Add +0.4% 410,962 $25.2M
Trust Asset Management LLC 1.79% Reduce -0.1% 407,428 $25.0M
Tudor Investment Corporation 0.13% Add +40.2% 395,583 $24.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +357.9% 392,455 $24.0M
NewEdge Advisors, LLC 0.09% Add +31.5% 492,191 $23.9M
Parker Investment Management, LLC 3.62% New 389,135 $23.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.66% Reduce -46.6% 388,752 $23.8M
Deeter Investments LLP 4.17% New 388,000 $23.8M
Equitable Holdings, Inc. 0.15% Add +56.7% 523,453 $23.7M
CreativeOne Wealth, LLC 0.54% Add +124.2% 380,606 $23.3M
&partners 0.11% Reduce -2.0% 379,236 $23.2M
Pathstone Holdings, LLC 0.09% Add +0.0% 374,458 $22.9M
Franklin Resources Inc. 0.01% Reduce -4.5% 360,685 $22.1M
Main Management LLC 1.59% Add +3.3% 356,200 $21.8M
Manufacturers Life Insurance Company, The 0.02% Add +492.8% 355,356 $21.8M
Beacon Pointe Advisors, LLC 0.11% Add +24.2% 351,218 $21.5M
Empowered Funds, LLC 0.14% Add +6325.9% 351,173 $21.5M
SP Asset Management LLC 1.85% Reduce -3.7% 342,877 $21.0M
Acorn Financial Advisory Services Inc. 2.87% Add +5050.8% 342,067 $21.0M
Galvin, Gaustad & Stein, LLC 1.68% Add +415.7% 338,402 $20.7M
Pittenger & Anderson Inc. 0.82% Add +6.4% 337,974 $20.7M
MAI Capital Management 0.12% Add +3.1% 332,165 $20.3M
Red Cedar Investment Management, LLC 2.07% New 325,703 $20.0M
CoreCap Advisors, LLC 0.67% Reduce -50.3% 323,290 $19.8M
Concurrent Investment Advisors, LLC 0.22% Add +185.4% 321,857 $19.7M
Hudson Bay Capital Management LP 0.13% New 320,600 $19.6M
Advisory Alpha, LLC 0.54% Reduce -37.1% 319,840 $19.6M
Advisory Services Network, LLC 0.26% Add +9.8% 318,055 $19.5M
Trilogy Capital Inc. 0.87% Reduce -35.6% 317,572 $19.5M
Landscape Capital Management, L.L.C. 1.23% Add +90.3% 316,068 $19.4M
Prudent Investors Network, Inc. 4.17% Reduce -13.1% 312,285 $19.1M
BlueStem Wealth Partners, LLC 2.12% New 311,658 $19.1M
Blume Capital Management, Inc. 3.23% Reduce -7.0% 309,231 $18.9M
Advisors Preferred, LLC 2.79% New 309,224 $18.9M
D.A. Davidson & Co. 0.11% Add +8.9% 306,355 $18.8M
Integrated Wealth Concepts LLC 0.15% Add +148.9% 303,446 $18.6M
Foundations Investment Advisors, LLC 0.23% Add +42.8% 300,054 $18.4M
SG Americas Securities, LLC 0.02% Add +19.3% 299,033 $18.3M
Ethos Financial Group, LLC 1.34% Add +8.1% 299,969 $18.3M
Oppenheimer & Co. Inc. 0.22% Reduce -0.4% 296,380 $18.2M
Partners Capital Investment Group, LLP 0.68% No change 296,295 $18.2M
Horizon Wealth Management, LLC 2.61% New 290,664 $17.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +322.3% 288,873 $17.7M
Howland Capital Management LLC 0.69% Add +8.0% 286,819 $17.6M
Waverly Advisors, LLC 0.13% Add +35.3% 286,069 $17.5M
Merit Financial Group, LLC 0.13% Add +6.0% 281,329 $17.2M
PFG Advisors 0.83% Add +243.8% 278,026 $17.0M
Blue Trust, Inc. 0.19% Reduce -1.9% 273,329 $16.7M
Brookstone Capital Management 0.19% Add +59.9% 268,842 $16.5M
TTP Investments, Inc. 6.78% New 265,449 $16.3M
Steele Capital Management, Inc. 0.67% Reduce -2.7% 264,736 $16.2M
Dakota Wealth Management 0.35% Add +1.7% 264,647 $16.2M
Peak Retirement Planning, Inc. 3.21% Add +11.2% 262,695 $16.1M
Banco BTG Pactual S.A. 3.05% New 255,502 $15.7M
Fielder Capital Group LLC 3.39% Reduce -0.2% 253,690 $15.5M
Vontobel Holding Ltd. 0.05% Add +27.9% 251,670 $15.4M
Grove Bank & Trust 1.71% Add +113.3% 247,145 $15.1M
Concord Investment Counsel Inc. 4.96% Add +33.4% 240,633 $14.7M
Potomac Fund Management Inc. 0.51% New 240,300 $14.7M
Armstrong Advisory Group, Inc. 0.98% Reduce -6.2% 239,694 $14.7M
Independent Financial Group, LLC 0.32% Add +43.2% 233,796 $14.3M
Ausdal Financial Partners, Inc. 0.64% Reduce -1.0% 232,963 $14.3M
Sollinda Capital Management LLC 3.47% New 232,874 $14.3M
DRW Securities, LLC 0.77% New 231,379 $14.2M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.75% New 225,000 $13.8M
Fiduciary Group, LLC 1.18% Add +0.5% 224,837 $13.8M
Blair William & Co. 0.04% Reduce -12.9% 223,445 $13.7M
Whitcomb & Hess, Inc. 3.17% Reduce -0.6% 221,624 $13.6M
Wilmington Savings Fund Society, FSB 0.32% Reduce -4.8% 221,370 $13.6M
Atria Investments, Inc 0.15% Add +4.5% 216,250 $13.2M
Polymer Capital Management (HK) LTD 1.85% Add +175.9% 215,689 $13.2M
WESPAC Advisors SoCal, LLC 2.80% Add +43.4% 214,686 $13.2M
Park Avenue Securities LLC 0.10% Add +5.3% 212,892 $13.0M
J.W. Cole Advisors, Inc. 0.44% Add +12.4% 212,866 $13.0M
Exchange Traded Concepts, LLC 0.10% Reduce -18.0% 212,096 $13.0M
Pinnacle Financial Partners, Inc. 0.10% Add +6.8% 211,367 $13.0M
HRT Financial LP 0.03% New 210,916 $12.9M
Independent Advisor Alliance 0.14% Add +1312.1% 209,292 $12.8M
Redhawk Wealth Advisors, Inc. 1.41% Add +3820.5% 208,808 $12.8M
Headlands Technologies LLC 1.45% Add +111.5% 208,288 $12.8M
NTV Asset Management LLC 1.40% Reduce -16.5% 207,856 $12.7M
Jefferies Financial Group Inc. 0.16% Reduce -51.8% 207,652 $12.7M
Keybank National Association 0.05% Reduce -4.8% 207,632 $12.7M
First Interstate Bank 0.71% Reduce -27.4% 206,565 $12.7M
Granger Management LLC 3.52% Reduce -58.6% 205,946 $12.6M
Vickerman Investment Advisors, Inc. 2.64% Reduce -1.9% 204,699 $12.5M
Crescent Grove Advisors, LLC 1.23% Add +0.3% 201,864 $12.4M
Baker Avenue Asset Management, LP 0.28% Add +1.4% 199,732 $12.2M
Ashton Thomas Private Wealth, LLC 0.29% Reduce -23.4% 198,687 $12.2M
Arkadios Wealth Advisors 0.20% Reduce -1.8% 197,344 $12.1M
Valmark Advisers, Inc. 0.14% Reduce -0.9% 196,914 $12.1M
Fourpath Capital Management, LLC 1.73% Add +2591.9% 196,646 $12.0M
Solitude Financial Services 3.55% Reduce -16.4% 215,229 $12.0M
Point72 Asset Management 0.02% Reduce -21.8% 195,249 $12.0M
Almanack Investment Partners, LLC. 2.00% Add +21.2% 192,965 $11.8M
Capital Fund Management S.A. 0.11% Add +37.3% 191,597 $11.7M
IHT Wealth Management, LLC 0.27% Add +110.0% 190,022 $11.6M
Proficio Capital Partners LLC 0.62% Add +221.2% 188,164 $11.5M
Mgo One Seven LLC 0.23% Add +7.9% 188,242 $11.5M
Cerity Partners OCIO LLC 0.69% New 186,996 $11.5M
Busey Bank 0.31% Reduce -3.5% 186,572 $11.4M
Act Wealth Management, LLC 3.83% Reduce -0.8% 186,092 $11.4M
Biltmore Wealth Management, LLC 4.05% Reduce -9.2% 185,762 $11.4M
Ted Buchan & Co 4.09% Add +4.1% 183,958 $11.3M
Allianz Asset Management GmbH 0.01% New 183,300 $11.2M
Chemung Canal Trust Co. 2.25% Reduce -0.7% 181,143 $11.1M
Balyasny Asset Management L.P. 0.02% Reduce -53.0% 180,536 $11.1M
Stevens Capital Management LP 1.70% Add +459.8% 179,700 $11.0M
Simon Quick Advisors, LLC 0.50% Add +2.2% 178,965 $11.0M
Bar Harbor Wealth Management 0.64% Reduce -0.0% 178,510 $10.9M
U.S. Capital Wealth Advisors, LLC 0.27% Add +0.0% 176,385 $10.8M
Madrona Financial Services, LLC 2.36% New 175,834 $10.8M
Tiff Advisory Services, LLC 2.43% New 175,733 $10.8M
Cynosure Group, LLC 1.34% New 175,145 $10.7M
Black Swift Group, LLC 1.86% Reduce -17.5% 173,637 $10.6M
Flow Traders U.S. LLC 0.34% Add +1875.9% 173,600 $10.6M
Daiichi Life Insurance Co., Ltd. 0.30% New 173,270 $10.6M
Bryn Mawr Trust Advisors, LLC 0.51% Reduce -6.1% 172,955 $10.6M
Cadence Wealth Management LLC 4.36% Add +0.9% 170,793 $10.5M
Toth Financial Advisory Corp. 1.14% Add +43.5% 169,584 $10.4M
Tamar Securities, LLC 1.11% Add +6.4% 169,465 $10.4M
Glenmede Trust Co. NA 0.05% Add +8.3% 168,569 $10.3M
Strategic Equity Management 3.87% New 167,992 $10.3M
Credit Agricole S A 0.03% Reduce -24.4% 167,251 $10.2M
Harbour Investments, Inc. 0.16% Add +61.9% 165,206 $10.1M
Decker Retirement Planning Inc. 4.53% New 163,165 $10.0M
Scotia Capital Inc. 0.04% Add +3.7% 162,323 $9.9M
Warwick Investment Management, Inc. 1.44% Reduce -0.1% 161,939 $9.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.29% Add +167.0% 160,966 $9.9M
Fagan Associates, Inc. 1.36% Reduce -1.9% 159,666 $9.8M
Quantinno Capital Management LP 0.02% Add +31.4% 159,388 $9.8M
Jain Global LLC 0.13% Add +257.8% 159,335 $9.8M
Mutual Advisors, LLC 0.21% Add +21.1% 159,182 $9.8M
Dupont Capital Management Corp. 1.10% New 158,054 $9.7M
Kingswood Wealth Advisors, LLC 0.46% Add +36.1% 157,920 $9.7M
Prospera Financial Services Inc 0.15% Add +103.8% 154,392 $9.5M
Jane Street Group, LLC 0.01% Add +1697.7% 154,421 $9.5M
Thor Trading Advisors, LLC 3.91% Add +8.4% 154,214 $9.4M
Hollow Brook Wealth Management LLC 2.41% No change 153,896 $9.4M
Fox Run Management, L.L.C. 1.64% Add +1101.6% 151,400 $9.4M
Old National Bancorp 0.16% Reduce -5.7% 153,064 $9.4M
AlTi Global, Inc. 0.20% Add +2.5% 152,606 $9.3M
Eddie Patel Inc 7.17% New 152,350 $9.3M
Continuum Wealth Advisors, LLC 3.87% New 152,073 $9.3M
Summit Financial, LLC 0.12% Add +19.3% 152,036 $9.3M
Krilogy Financial LLC 0.30% Reduce -11.3% 163,556 $9.3M
D L Carlson Investment Group Inc. 1.59% Add +0.9% 150,867 $9.2M
Fisher Asset Management 0.00% Add +9.8% 150,333 $9.2M
Regency Capital Management Inc.\DE 4.10% New 149,652 $9.2M
Swan Global Investments, LLC 0.49% Reduce -22.5% 149,315 $9.1M
Cercano Management LLC 0.39% No change 148,672 $9.1M
Kingsview Wealth Management, LLC 0.12% Add +13.8% 148,122 $9.1M
Advyzon Investment Management, LLC 0.80% Reduce -18.6% 145,378 $8.9M
Commerce Bank 0.04% Add +8.7% 143,448 $8.8M
Matrix Private Capital Group LLC 4.23% Reduce -3.5% 143,142 $8.8M
Bank of New York Mellon Corp 0.00% Add +4.8% 142,498 $8.7M
Farther Finance Advisors, LLC 0.08% Add +34.0% 146,858 $8.7M
WBH Advisory Inc. 0.65% Reduce -3.0% 146,204 $8.6M
Accurate Wealth Management, LLC 1.03% Add +2627.2% 150,894 $8.6M
Novare Capital Management LLC 0.68% Reduce -4.7% 140,258 $8.6M
BNC Wealth Management, LLC 2.37% New 139,285 $8.5M
Verition Fund Management LLC 0.09% Add +115.9% 137,984 $8.5M
Lighthouse Financial Services Inc. 1.90% Reduce -6.1% 150,537 $8.4M
Sequoia Financial Advisors, LLC 0.05% Reduce -0.2% 136,576 $8.4M
Harel Insurance Investments & Financial Services Ltd. 0.06% Reduce -54.2% 140,786 $8.3M
Parallel Advisors, LLC 0.15% Reduce -1.4% 135,664 $8.3M
Perigon Wealth Management, LLC 0.15% Add +85.1% 135,579 $8.3M
Gateway Wealth Partners, LLC 0.32% Add +595.5% 135,512 $8.3M
OneAscent Family Office, LLC 5.80% Add +0.5% 135,446 $8.3M
Sigma Planning Corp 0.23% Add +13.4% 134,822 $8.3M
Scarborough Advisors, LLC 0.90% Add +1.2% 134,150 $8.2M
Enclave Advisors LLC 1.17% Reduce -25.8% 134,091 $8.2M
King Wealth Management Group 1.02% Add +0.7% 133,509 $8.2M
Traynor Capital Management, Inc. 0.48% Reduce -1.5% 131,332 $8.1M
Lido Advisors, LLC 0.03% Add +17.3% 131,563 $8.1M
Lake Hills Wealth Management, LLC 4.47% New 130,485 $8.0M
Hilltop Holdings Inc. 0.71% Reduce -0.5% 126,954 $7.8M
Innealta Capital, LLC 4.83% Add +399.4% 126,945 $7.8M
Benjamin Edwards Inc. 0.08% Add +14.6% 126,351 $7.7M
Foguth Wealth Management, LLC. 0.90% Reduce -22.2% 137,461 $7.7M
Magnus Financial Group LLC 0.63% Reduce -2.9% 125,092 $7.7M
Jaffetilchin Investment Partners, LLC 0.45% Reduce -4.1% 123,814 $7.6M
Financial Enhancement Group LLC 0.94% New 137,637 $7.6M
Principal Securities, Inc. 0.11% Add +133.4% 122,380 $7.5M
Rockport Wealth LLC 1.36% Add +30.6% 122,077 $7.5M
Maridea Wealth Management LLC 1.08% Add +0.6% 121,167 $7.4M
Robertson Stephens Wealth Management, LLC 0.21% Add +98.4% 120,476 $7.4M
Parsons Capital Management Inc. 0.34% Add +1.8% 120,449 $7.4M
Harvest Fund Management Co., Ltd 0.31% New 119,228 $7.3M
Financial Freedom, LLC 3.63% Reduce -8.4% 119,139 $7.3M
Tiaa-Cref Individual & Institutional Services, LLC 0.03% — 117,948 $7.2M
Nan Shan Life Insurance Co., Ltd. 0.26% New 117,700 $7.2M
Tradewinds Capital Management, LLC 1.42% Add +824.4% 116,962 $7.2M
Geneos Wealth Management Inc. 0.17% Add +9.2% 116,671 $7.1M
Buska Wealth Management, LLC 2.87% Reduce -14.4% 116,605 $7.1M
GW Henssler & Associates Ltd. 0.34% Reduce -16.0% 116,548 $7.1M
Western Wealth Management, LLC 0.27% Add +19.7% 116,172 $7.1M
Investors Research Corp 1.36% Reduce -0.2% 115,980 $7.1M
Crumly & Associates Inc. 1.49% Add +0.0% 115,450 $7.1M
Camelot Technology Advisors, Inc. 5.15% Add +44.4% 114,414 $7.0M
Pinnacle Associates Ltd. 0.09% Reduce -2.4% 114,304 $7.0M
AlphaCore Capital LLC 0.17% Reduce -5.6% 114,039 $7.0M
Miramontes Capital, LLC 2.42% Add +1.9% 113,878 $7.0M
Algorithmic Investment Models, LLC 8.57% Add +3.8% 113,416 $6.9M
WealthCare Asset Management, LLC 7.35% Add +38.9% 112,790 $6.9M
Bleakley Financial Group, LLC 0.11% Add +3.1% 112,333 $6.9M
Evergreen Capital Management LLC 0.15% Reduce -31.5% 112,267 $6.9M
3EDGE Asset Management, LP 0.33% Add +309.7% 110,837 $6.9M
Kestra Private Wealth Services, LLC 0.08% Add +12.2% 111,078 $6.8M
IMZ Advisory Inc 2.57% Reduce -1.1% 110,873 $6.8M
Banco Santander, S.A. 0.05% Add +7.4% 110,659 $6.8M
United Capital Financial Advisors, LLC 0.04% Reduce -0.7% 108,577 $6.6M
McCollum Christoferson Group LLC 1.98% Add +736.5% 107,748 $6.6M
180 Wealth Advisors, LLC 0.75% Add +7.3% 107,484 $6.6M
Kovack Advisors, Inc. 0.35% Add +20.0% 110,542 $6.6M
Horizon Investments, LLC 0.07% Add +57.3% 107,216 $6.6M
Founders Financial Securities LLC 0.37% Add +43.7% 114,552 $6.6M
Banque Pictet & Cie SA 0.08% New 106,000 $6.5M
Trek Financial, LLC 0.34% Add +0.6% 105,904 $6.5M
Ami Investment Management Inc. 1.46% Reduce -6.3% 105,654 $6.5M
One Wealth Map LLC 3.13% Reduce -7.1% 109,115 $6.4M
TD Waterhouse Canada Inc. 0.02% Add +182.6% 108,332 $6.4M
Van Strum & Towne Inc. 1.86% Reduce -1.2% 103,913 $6.4M
Gotham Asset Management 0.02% Add +724.6% 103,419 $6.3M
Rise Advisors, LLC 2.22% Add +4.3% 106,984 $6.3M
BOS Asset Management, LLC 1.61% Reduce -2.0% 102,410 $6.3M
Roundview Capital LLC 0.39% Reduce -3.0% 102,254 $6.3M
Herbst Group, LLC 3.86% Add +21.1% 102,106 $6.3M
Moneywise, Inc. 2.72% New 101,851 $6.2M
Schonfeld Strategic Advisors LLC 0.05% Reduce -69.8% 101,522 $6.2M
Aptus Capital Advisors, LLC 0.05% Add +2.1% 101,140 $6.2M
Turn8 Private Wealth Inc. 3.78% Reduce -20.0% 98,880 $6.1M
WealthCare Investment Partners, LLC 1.68% Reduce -0.9% 99,833 $6.0M
Symmetry Investments LP 1.47% New 98,600 $6.0M
Gladstone Institutional Advisory LLC 0.22% Reduce -31.6% 98,403 $6.0M
CWA Asset Management Group, LLC 0.21% Add +1.3% 98,256 $6.0M
Evolution Wealth Advisors, LLC 0.61% Reduce -23.6% 98,116 $6.0M
Hall Capital Management Co. Inc. 2.15% Reduce -10.3% 100,697 $6.0M
MKP Capital Management, L.L.C. 0.20% New 98,000 $6.0M
HighPoint Advisor Group LLC 0.25% Add +3.1% 97,947 $6.0M
Canton Hathaway, LLC 1.21% Add +1.9% 97,945 $6.0M
Jupiter Wealth Management LLC 2.36% Add +7.1% 103,808 $6.0M
Elevation Point Wealth Partners, LLC 0.14% Add +155.0% 97,642 $6.0M
Ieq Capital, LLC 0.03% Reduce -24.5% 97,614 $6.0M
LS Investment Advisors, LLC 0.89% Reduce -43.0% 96,955 $5.9M
Stephens Inc. 0.07% Add +7.8% 96,950 $5.9M
Telos Capital Management, Inc. 0.57% Add +444.4% 96,711 $5.9M
Mountain Hill Investment Partners Corp. 3.50% Add +420000.0% 96,623 $5.9M
FOCUS Wealth Advisors, LLC 2.87% Reduce -5.1% 96,020 $5.9M
Creative Financial Designs Inc. 0.36% Add +2.6% 95,881 $5.9M
Pekin Hardy Strauss, Inc. 0.61% Reduce -1.8% 95,213 $5.8M
IronBridge Private Wealth, LLC 1.88% New 95,192 $5.8M
Focus Financial Network, Inc. 0.21% Reduce -0.5% 94,793 $5.8M
Regal Investment Advisors LLC 0.33% Add +10.5% 94,557 $5.8M
Virtu Financial LLC 0.24% Add +121.8% 94,354 $5.8M
Allworth Financial LP 0.02% Add +4.3% 93,775 $5.7M
Riggs Asset Managment Co. Inc. 1.18% New 93,626 $5.7M
Spire Wealth Management 0.19% Add +23.6% 92,123 $5.6M
Harbour Wealth Management Group, Inc. 4.24% Add +0.1% 91,854 $5.6M
Tucker Asset Management LLC 1.66% Add +3455.1% 90,868 $5.6M
Prime Capital Investment Advisors, LLC 0.06% Add +4.0% 90,537 $5.5M
Stratos Wealth Partners, LTD. 0.06% Add +17.2% 89,799 $5.5M
Stillwater Capital Advisors, LLC 0.63% Reduce -3.1% 89,788 $5.5M
Regions Financial Corp. 0.04% Add +4.6% 89,344 $5.5M
Stockman Wealth Management, Inc. 0.60% Reduce -7.4% 89,122 $5.5M
Mizuho Markets Americas LLC 0.15% Reduce -49.3% 88,211 $5.4M
RFG Advisory, LLC 0.10% Add +101.8% 88,155 $5.4M
Fifth Third Securities, Inc. 0.35% Add +4.7% 88,137 $5.4M
Wealthcare Advisory Partners LLC 0.10% Add +0.3% 88,039 $5.4M
Snowden Capital Advisors LLC 0.14% Add +9.1% 87,864 $5.4M
Ironwood Wealth Management, Inc. 2.40% Reduce -2.2% 93,355 $5.4M
Oppenheimer Asset Management Inc. 0.06% Reduce -30.8% 87,043 $5.3M
Perissos Private Wealth Management, LLC 4.61% New 86,739 $5.3M
Axxcess Wealth Management, LLC 0.17% Reduce -19.3% 85,366 $5.2M
MRA Advisory Group 2.13% Reduce -8.7% 85,179 $5.2M
Jackson Wealth Management, LLC 0.54% New 85,075 $5.2M
Vident Advisory, LLC 0.04% Add +137.9% 84,893 $5.2M
Altfest L J & Co. Inc. 0.55% Reduce -23.1% 84,461 $5.2M
Prelude Capital Management, LLC 0.40% New 84,423 $5.2M
MMBG Investment Advisors Co. 0.47% No change 84,220 $5.2M
World Investment Advisors 0.08% Add +10.1% 84,163 $5.2M
Associated Banc-Corp 0.14% Reduce -5.4% 83,544 $5.1M
Money Concepts Capital Corp. 0.28% Add +12.2% 83,448 $5.1M
Sigma Investment Counselors Inc. 0.27% Reduce -11.2% 83,085 $5.1M
Financial Guidance Group, Inc. 2.04% Reduce -1.9% 82,720 $5.1M
Lowe Brockenbrough & Co. Inc. 0.25% Reduce -1.1% 82,666 $5.1M
Pettyjohn, Wood & White, Inc. 0.81% Reduce -0.0% 82,629 $5.1M
Wedbush Securities Inc. 0.15% Reduce -2.6% 82,535 $5.1M
Lee Financial Co 0.71% Reduce -24.2% 82,335 $5.0M
Dynamic Advisor Solutions LLC 0.16% Add +5.1% 82,183 $5.0M
Meridian Wealth Management, LLC 0.18% Add +1.5% 82,216 $5.0M
CWC Advisors, LLC. 2.38% Reduce -2.6% 81,766 $5.0M
Grand Central Investment Group 3.70% Add +2.1% 81,656 $5.0M
Crestwood Advisors Group, LLC 0.08% Reduce -5.7% 81,349 $5.0M
M3 Advisory Group, LLC 3.06% Reduce -0.4% 81,146 $5.0M
Winthrop Capital Management, LLC 1.27% Reduce -3.0% 81,024 $5.0M
KMG Fiduciary Partners, LLC 0.37% Add +665.5% 80,871 $5.0M
North Star Asset Management Inc. 0.21% Reduce -0.5% 80,641 $4.9M
Capital Investment Advisory Services, LLC 0.36% Add +277.8% 80,536 $4.9M
Washington Growth Strategies LLC 3.21% Reduce -3.8% 80,265 $4.9M
Encompass More Asset Management 0.83% Add +400.5% 80,202 $4.9M
VestGen Advisors, LLC 0.14% Add +38.7% 85,273 $4.9M
Ancora Advisors LLC 0.10% Add +27.6% 80,050 $4.9M
Private Wealth Advisors, LLC 1.38% Reduce -31.6% 80,013 $4.9M
High Note Wealth, LLC 0.96% Reduce -1.6% 80,003 $4.9M
LMR Partners LLP 0.06% New 80,000 $4.9M
Moneco Advisors, LLC 0.38% Add +17.9% 79,657 $4.9M
Compass Wealth Management, LLC 2.08% Add +7.1% 79,599 $4.9M
Castellan Group 0.67% Reduce -44.9% 79,591 $4.9M
Alerus Financial NA 0.24% Reduce -21.3% 79,535 $4.9M
Innova Wealth Partners 2.32% Reduce -10.8% 79,484 $4.9M
Retirement Planning Group, LLC / NY 3.13% Reduce -2.5% 79,220 $4.9M
Joseph P. Lucia & Associates, LLC 1.72% Add +11.9% 78,683 $4.8M
Financial Sense Advisors, Inc. 1.11% Add +1.0% 78,000 $4.8M
Visionary Wealth Advisors 0.21% Add +68.9% 77,978 $4.8M
Flagship Harbor Advisors, LLC 0.21% Reduce -15.2% 77,894 $4.8M
Johnson Investment Counsel Inc. 0.04% Reduce -6.1% 77,872 $4.8M
Massachusetts Wealth Management 2.04% Add +8.7% 76,678 $4.7M
O'shaughnessy Asset Management, LLC 0.02% Add +86.4% 76,546 $4.7M
NorthRock Partners, LLC 0.08% Add +13.8% 76,026 $4.7M
Dumont & Blake Investment Advisors LLC 1.16% Reduce -0.0% 75,799 $4.6M
SWS Partners 1.14% Reduce -4.1% 75,456 $4.6M
Ascentis Independent Advisors 0.35% Add +125.3% 75,323 $4.6M
Clear Wave Wealth Management LLC 1.17% — 75,292 $4.6M
Signal Advisors Wealth, LLC 0.32% Add +137.0% 75,189 $4.6M
Bulltick Wealth Management, LLC 1.01% New 74,971 $4.6M
Boston Research & Management Inc. 1.09% Reduce -1.3% 74,733 $4.6M
Allred Capital Management, LLC 1.66% Reduce -7.4% 74,241 $4.5M
Asset Management Group, Inc. 0.74% Add +0.5% 74,241 $4.5M
Apollon Wealth Management, LLC 0.07% Reduce -3.3% 74,064 $4.5M
Twin Tree Management, LP 0.95% New 74,039 $4.5M
Matrix Trust Co 0.75% Reduce -19.9% 73,881 $4.5M
First Trust Advisors LP 0.00% Add +16.5% 73,688 $4.5M
United Bank 1.50% Add +6.8% 73,662 $4.5M
ARP Global Capital Ltd 2.65% New 73,475 $4.5M
Milestones Private Investment Advisors LLC 3.90% Add +2.5% 72,276 $4.4M
Great Valley Advisor Group, Inc. 0.08% Add +30.0% 72,204 $4.4M
West Financial Advisors, LLC 0.74% New 71,576 $4.4M
1607 Capital Partners, LLC 0.32% New 71,520 $4.4M
Independence Wealth Advisors, LLC 2.30% Add +172.9% 70,349 $4.3M
Belpointe Asset Management LLC 0.16% Add +121.6% 70,298 $4.3M
Salomon & Ludwin, LLC 0.38% Reduce -1.4% 72,276 $4.3M
Alliancebernstein L.P. 0.00% Add +958.8% 94,011 $4.2M
Surience Private Wealth LLC 4.51% New 68,540 $4.2M
Choreo, LLC 0.05% Reduce -2.4% 68,373 $4.2M
WESPAC Advisors, LLC 2.29% Add +1412.7% 68,221 $4.2M
Main Street Group, LTD 1.33% New 68,120 $4.2M
Keystone Global Partners, LLC 1.86% Add +22.5% 67,866 $4.2M
Zullo Investment Group, Inc. 1.58% Add +11.3% 67,864 $4.2M
HMS Capital Management, LLC 1.60% Reduce -15.9% 67,487 $4.1M
McKinley Carter Wealth Services, Inc. 0.24% Reduce -62.8% 67,068 $4.1M
Hansen & Associates Financial Group, Inc. 2.21% Add +165.4% 69,169 $4.1M
Northland Securities, Inc. 3.89% Reduce -3.6% 66,740 $4.1M
Intellectus Partners, LLC 0.83% Add +2.3% 66,650 $4.1M
LOM Asset Management Ltd 1.17% Reduce -1.5% 66,528 $4.1M
Vestmark Advisory Solutions, Inc. 0.04% Add +47.8% 66,204 $4.1M
Strategic Financial Partners, Ltd. 1.74% New 65,939 $4.0M
GFS Advisors, LLC 0.26% Add +0.0% 65,905 $4.0M
First Merchants Corp. 0.15% Reduce -10.7% 65,781 $4.0M
Sowell Financial Services LLC 0.15% Reduce -17.3% 65,569 $4.0M
Carnegie Investment Counsel 0.08% Add +29.7% 65,391 $4.0M
Resonant Capital Advisors, LLC 0.21% Reduce -84.2% 65,244 $4.0M
Pine Valley Investments Ltd Liability Co 0.19% Add +2.6% 65,125 $4.0M
Fifth Third Wealth Advisors LLC 0.13% Reduce -22.5% 65,050 $4.0M
SMI Advisory Services, LLC 0.66% New 66,712 $4.0M
Bienville Capital Management, LLC 0.76% Add +5.2% 64,939 $4.0M
Spirepoint Private Client, LLC 0.38% Reduce -0.2% 64,921 $4.0M
Cauble & Harre Wealth Management, Inc. 3.16% Reduce -12.3% 69,012 $4.0M
Titleist Asset Management, LLC 0.30% Reduce -3.2% 64,394 $3.9M
Skylands Capital, LLC 0.51% Reduce -32.9% 64,050 $3.9M
Rockland Trust Co. 0.16% Reduce -3.0% 63,934 $3.9M
Trust Co. of Oklahoma 1.14% Add +7.4% 63,736 $3.9M
Investment Advisory Services Inc. /TX 1.24% Reduce -9.7% 63,601 $3.9M
Larson Financial Group LLC 0.12% Add +225.1% 63,569 $3.9M
Southern Capital Services Inc. 2.49% Reduce -24.8% 63,277 $3.9M
Coral Wealth Management, LLC 4.33% — 63,278 $3.9M
Integrated Advisors Network LLC 0.20% Reduce -51.3% 63,184 $3.9M
Solstein Capital, LLC 1.59% Add +200.9% 63,086 $3.9M
Cornerstone Wealth Group, LLC 0.25% New 68,887 $3.8M
Certified Advisory Corp 0.34% Reduce -0.6% 62,112 $3.8M
Greenline Partners, LLC 0.41% Reduce -1.4% 61,898 $3.8M
Ameraudi Asset Management, Inc. 2.05% Add +5.3% 61,546 $3.8M
Insigneo Advisory Services, LLC 0.26% Reduce -29.9% 60,539 $3.7M
Clear Creek Financial Management, LLC 0.28% Add +581.7% 60,528 $3.7M
Summit Wealth Partners, LLC 0.58% Add +755.4% 59,905 $3.7M
Savant Capital, LLC 0.02% Reduce -17.4% 59,862 $3.7M
Valor Advisors LLC 3.08% No change 81,790 $3.7M
Herold Advisors, Inc. 0.80% Reduce -3.9% 59,555 $3.6M
Knollwood Investment Advisory, LLC 0.37% No change 59,440 $3.6M
Joel Isaacson & Co., LLC 0.12% Add +0.8% 59,386 $3.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -62.3% 63,444 $3.6M
Aspen Investment Management Inc 1.11% Reduce -4.2% 59,233 $3.6M
Valicenti Advisory Services Inc. 0.79% Reduce -18.9% 59,170 $3.6M
Waldron Private Wealth LLC 0.14% Reduce -0.1% 58,908 $3.6M
Westside Investment Management, Inc. 0.55% Add +5.2% 59,060 $3.6M
Spectrum Asset Management, Inc. (NB/CA) 1.14% Add +5.1% 58,671 $3.6M
New Wave Wealth Advisors LLC 1.25% New 58,566 $3.6M
Balboa Wealth Partners 0.60% Add +4.8% 58,501 $3.6M
BigSur Wealth Management LLC 1.00% Reduce -17.1% 58,040 $3.6M
CMG Global Holdings, LLC 1.69% Reduce -0.1% 57,918 $3.5M
Q3 Asset Management 0.86% New 57,784 $3.5M
DV Trading LLC 0.32% New 57,664 $3.5M
Capital Advisors, Ltd. LLC 0.40% Add +0.0% 57,281 $3.5M
WASHINGTON TRUST Co 0.12% Add +0.4% 57,262 $3.5M
Sutton Place Investors LLC 1.92% Add +0.6% 57,255 $3.5M
CENTRAL TRUST Co 0.07% Reduce -1.8% 57,111 $3.5M
First Nebraska Trust Co 0.32% Add +5.1% 57,102 $3.5M
Transamerica Financial Advisors, LLC 0.30% Reduce -5.5% 57,098 $3.5M
Silphium Asset Management Ltd 1.32% Add +16.2% 56,920 $3.5M
Vertex Investment Solutions Co., Ltd. 4.02% Add +417.4% 56,400 $3.5M
Capstone Wealth Management Group LLC 2.14% Reduce -0.2% 56,726 $3.5M
Plan Group Financial, LLC 0.81% New 56,670 $3.5M
Huntington National Bank 0.03% Add +31.7% 56,550 $3.5M
Beacon Financial Group 0.34% Reduce -5.4% 56,415 $3.5M
Atlantic Private Wealth, LLC 2.26% Reduce -5.6% 56,384 $3.5M
Estate Counselors, LLC 0.31% Add +35.8% 56,260 $3.4M
Simmons Bank 0.23% Reduce -12.6% 55,833 $3.4M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -6.6% 55,795 $3.4M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.94% Reduce -0.7% 55,780 $3.4M
McGuire Investment Group, LLC 0.38% Reduce -49.2% 55,355 $3.4M
Aft, Forsyth & Sober, LLC 1.03% Reduce -0.7% 55,150 $3.4M
Ignite Planners, LLC 0.52% Add +24.0% 55,026 $3.4M
Castle Rock Wealth Management, LLC 0.73% Add +5.1% 56,843 $3.4M
Florida Financial Advisors, LLC 0.81% Add +174.1% 54,974 $3.4M
IFP Advisors, Inc 0.07% Add +10.8% 54,929 $3.4M
Community Bank, N.A. 0.40% Reduce -1.6% 54,903 $3.4M
Penserra Capital Management LLC 0.04% New 54,597 $3.3M
Institute for Wealth Management, LLC. 0.36% Reduce -0.8% 54,464 $3.3M
First Business Financial Services, Inc. 0.30% No change 54,244 $3.3M
Farmers & Merchants Trust Co of Chambersburg PA 0.90% Reduce -12.1% 54,116 $3.3M
SIH Partners, LLLP 0.10% Add +85.8% 53,881 $3.3M
Variant Private Wealth, LLC 3.95% Add +0.6% 53,265 $3.3M
Meitav Investment House Ltd. 0.04% Reduce -43.9% 53,101 $3.3M
Kingstone Capital Partners Texas, LLC 2.00% Reduce -1.3% 53,108 $3.3M
Orange Investment Advisors, Inc. 0.42% Reduce -8.4% 53,000 $3.2M
Beaumont Asset Management, L.L.C. 1.46% Add +1.5% 52,818 $3.2M
Spahn Wealth & Retirement LLC 4.12% New 52,817 $3.2M
Panoramic Investment Advisors, LLC 1.74% Add +20.8% 52,640 $3.2M
Rothschild Capital Partners, LLC 0.79% Reduce -32.7% 52,470 $3.2M
Hardin Capital Partners, LLC 1.48% Reduce -0.4% 52,204 $3.2M
Premier Path Wealth Partners, LLC 0.42% Reduce -28.1% 52,100 $3.2M
First Trust Bank, Ltd. 6.26% New 52,000 $3.2M
M&T Bank Corp 0.01% Reduce -5.2% 51,815 $3.2M
Uptick Partners, LLC 0.63% Reduce -16.7% 51,636 $3.2M
Midwest Trust Co 0.04% Add +2.9% 51,460 $3.2M
Hancock Whitney Corp. 0.05% Reduce -0.1% 51,380 $3.1M
PFG Investments, LLC 0.15% Reduce -1.5% 51,293 $3.1M
Evoke Wealth, LLC 0.06% Add +88.6% 51,197 $3.1M
SBI Securities Co., Ltd. 0.09% Add +76.0% 51,168 $3.1M
Strategic Financial Group, LLC 3.20% — 50,795 $3.1M
Wealthspire Advisors, LLC 0.02% Add +5.6% 50,599 $3.1M
Essex LLC 0.54% Add +1.0% 50,048 $3.1M
Koshinski Asset Management, Inc. 0.19% Reduce -3.0% 50,012 $3.1M
Prudential Financial Inc. 0.00% No change 50,000 $3.1M
Genesee Capital Advisors, LLC 1.28% Reduce -0.3% 49,940 $3.1M
Hollencrest Capital Management 0.11% Add +0.0% 49,774 $3.0M
Edgestream Partners, L.P. 0.10% Add +178.6% 49,684 $3.0M
Ameritas Advisory Services, LLC 0.12% Add +32.9% 49,443 $3.0M
Bank of New Hampshire 0.69% Reduce -1.9% 49,439 $3.0M
RPg Family Wealth Advisory, LLC 0.63% Reduce -21.3% 49,370 $3.0M
Independence Bank of Kentucky 0.38% Reduce -1.3% 49,229 $3.0M
Keystone Financial Group 0.21% Reduce -0.9% 48,850 $3.0M
Risk Paradigm Group, LLC 2.54% Reduce -21.8% 48,696 $3.0M
Stratos Wealth Advisors, LLC 0.18% Reduce -76.5% 48,553 $3.0M
Merkkuri Wealth Advisors LLC 1.96% Add +0.0% 48,388 $3.0M
International Assets Investment Management, LLC 0.21% Add +120.3% 50,082 $3.0M
Balentine LLC 0.12% Add +51.2% 48,201 $3.0M
LifePlan Financial, LLC 2.17% Reduce -3.1% 47,870 $2.9M
Cullen/Frost Bankers, Inc. 0.03% Add +99.7% 47,776 $2.9M
First International Bank of Israel Ltd. 0.86% Reduce -30.4% 47,751 $2.9M
Mesirow Financial Investment Management, Inc. 0.05% Add +16.4% 47,548 $2.9M
Nwam LLC 0.17% Add +1.6% 47,440 $2.9M
Pettinga Financial Advisors LLC 0.55% Reduce -14.1% 47,404 $2.9M
Blue Bell Private Wealth Management, LLC 0.42% Reduce -8.1% 47,386 $2.9M
Nations Financial Group Inc, /Ia/ 0.15% Reduce -3.9% 47,273 $2.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.16% Add +192.8% 47,210 $2.9M
Financial Discovery Group Inc. 6.74% — 47,093 $2.9M
Principia Wealth Advisory, LLC 1.63% Add +30.1% 47,053 $2.9M
Pines Wealth Management, LLC 0.93% Reduce -2.4% 46,898 $2.9M
Capstone Wealth Management Group, LLC 1.20% New 46,656 $2.9M
Activest Wealth Management 0.50% Add +20.8% 46,617 $2.9M
TCV Trust & Wealth Management, Inc. 0.24% Reduce -0.2% 46,512 $2.8M
Ibex Wealth Advisors 0.27% Add +0.5% 46,483 $2.8M
Advisor OS, LLC 0.21% New 46,478 $2.8M
Global Strategic Investment Solutions, LLC 0.28% Add +0.1% 46,291 $2.8M
Burns J W & Co. Inc. 0.32% Add +3.8% 46,185 $2.8M
Philadelphia Investment Partners, LLC 1.92% — 46,142 $2.8M
Fidelis Capital Partners, LLC 0.20% Reduce -0.3% 46,008 $2.8M
HBW Advisory Services LLC 0.30% Add +73.3% 45,965 $2.8M
Advisors Management Group Inc. 0.51% Add +1.1% 45,452 $2.8M
Avior Wealth Management, LLC 0.08% Add +42.0% 45,420 $2.8M
Frisch Financial Group, Inc. 0.58% Reduce -6.5% 45,169 $2.8M
Independent Wealth Network Inc. 0.82% Add +65.3% 45,163 $2.8M
Cornerstone Wealth Management, LLC 0.14% Add +1.5% 45,024 $2.8M
Procyon Advisors, LLC 0.13% Add +14.1% 44,907 $2.8M
Level Four Advisory Services, LLC 0.09% Add +8.3% 44,781 $2.7M
Venturi Wealth Management, LLC 0.12% Reduce -7.4% 44,607 $2.7M
Fairfield Financial Advisors, LTD 0.94% Reduce -0.7% 44,413 $2.7M
Foronjy Financial LLC 1.13% Add +4.4% 44,390 $2.7M
Atlantic Union Bankshares Corp 0.05% Add +8.0% 44,355 $2.7M
Purus Wealth Management, LLC 0.86% Reduce -6.6% 44,267 $2.7M
Legend Financial Advisors, Inc. 1.74% Add +0.3% 44,116 $2.7M
Jennison Associates LLC 0.00% Add +5.4% 43,995 $2.7M
Lyell Wealth Management, LP 0.20% Reduce -2.0% 43,932 $2.7M
Transcend Capital Advisors, LLC 0.22% Reduce -43.5% 43,767 $2.7M
Graetz Wealth LLC 2.39% New 43,671 $2.7M
Birch Hill Investment Advisors LLC 0.12% Reduce -1.4% 43,620 $2.7M
AMG National Trust Bank 0.06% Add +48.4% 43,113 $2.6M
Paladin Partners, LLC 1.90% Add +459.1% 43,110 $2.6M
Boltwood Capital Management 0.67% Reduce -0.2% 43,017 $2.6M
Orion Porfolio Solutions, LLC 0.02% Reduce -67.4% 42,991 $2.6M
DAVENPORT & Co LLC 0.01% Add +3.6% 42,767 $2.6M
ES4, LLC 1.68% Add +66.9% 42,593 $2.6M
Per Stirling Capital Management, LLC. 0.29% Add +328.0% 42,427 $2.6M
Targeted Financial Services LLC 2.12% Add +29.7% 42,286 $2.6M
Avondale Wealth Management 1.27% Add +5.7% 42,196 $2.6M
Granite Harbor Advisors, Inc. 1.13% Reduce -4.0% 42,180 $2.6M
Wealth Advisory Solutions, LLC 0.57% Reduce -0.4% 42,103 $2.6M
CIBC Bancorp USA Inc. 0.00% — 42,062 $2.6M
Patten & Patten Inc. 0.16% Add +2.0% 42,045 $2.6M
Cooksen Wealth, LLC 1.87% Reduce -5.3% 41,941 $2.6M
Planwiser Financial, LLC 1.86% New 46,007 $2.6M
Arta Finance Wealth Management LLC 1.27% Reduce -15.3% 41,825 $2.6M
Integrity Alliance, Llc. 0.10% Reduce -6.3% 41,735 $2.6M
JFS Wealth Advisors, LLC 0.14% Add +0.9% 41,515 $2.5M
Intrinsic Value Partners, LLC 1.96% No change 41,482 $2.5M
SouthState Bank Corp 0.12% Reduce -0.5% 41,477 $2.5M
HB Wealth Management, LLC 0.02% Add +10.0% 41,459 $2.5M
SCS Capital Management LLC 0.03% Reduce -1.7% 41,338 $2.5M
Clarus Wealth Advisors 1.08% Add +3.8% 42,041 $2.5M
Lee Johnson Capital Management, LLC 0.91% New 41,279 $2.5M
Croban 1.19% Add +0.8% 41,260 $2.5M
Dorsey & Whitney Trust CO LLC 0.14% Add +18.3% 41,139 $2.5M
JBR Co Financial Management Inc 1.04% No change 55,770 $2.5M
Fragasso Financial Advisors Inc 0.15% New 41,648 $2.5M
Odyssey Capital Advisors, Inc. 2.22% Add +4.9% 40,462 $2.5M
Midwest Financial Group LLC 1.05% Reduce -3.3% 40,289 $2.5M
Credit Industriel Et Commercial 0.43% Reduce -82.9% 40,209 $2.5M
Cladis Investment Advisory, LLC 1.35% Reduce -4.1% 40,045 $2.5M
Butensky & Cohen Financial Security, Inc. 0.65% Reduce -3.3% 40,034 $2.5M
K.J. Harrison & Partners Inc 0.40% New 40,000 $2.5M
Camarda Financial Advisors, LLC 1.27% Reduce -5.6% 39,521 $2.4M
Marion Wealth Management 0.54% Reduce -0.9% 39,467 $2.4M
Garden State Investment Advisory Services LLC 0.58% Add +158.5% 39,327 $2.4M
OneDigital Investment Advisors LLC 0.02% Reduce -3.0% 39,234 $2.4M
EPG Wealth Management LLC 0.65% Reduce -16.5% 39,188 $2.4M
Asset Allocation Strategies LLC 0.43% Reduce -8.0% 39,181 $2.4M
Neuberger Berman Group LLC 0.00% Add +0.4% 39,065 $2.4M
Ring Mountain Capital, LLC 1.31% Reduce -1.1% 39,033 $2.4M
E&G Advisors, LLC 0.53% Add +1.0% 38,984 $2.4M
Strategy Asset Managers LLC 0.39% Add +1.3% 38,865 $2.4M
First American Bank 0.15% Add +13.5% 38,734 $2.4M
Martin & Co. Inc. 0.40% Add +0.7% 38,712 $2.4M
Personal Cfo Solutions, LLC 0.33% Reduce -9.9% 38,677 $2.4M
True North Advisors, LLC 0.27% Add +0.5% 38,601 $2.4M
White Pine Investment CO 0.55% Reduce -0.4% 38,578 $2.4M
Lane Brothers & Co. Inc. 1.72% Add +13.3% 38,523 $2.4M
Laurel Wealth Advisors LLC 0.23% Add +9.6% 42,235 $2.4M
Colton Groome Financial Advisors, LLC 0.67% Add +1.8% 38,216 $2.3M
Gallo Partners, LP 4.47% New 38,177 $2.3M
Joule Financial, LLC 0.68% Reduce -31.8% 38,155 $2.3M
Peddock Capital Advisors, LLC 0.51% Add +18.2% 38,039 $2.3M
Continental Advisors LLC 1.44% Reduce -48.0% 38,000 $2.3M
Wincap Financial LLC 1.55% Add +4.3% 37,958 $2.3M
Ruggiero Investments, Inc. 2.25% Add +350.2% 37,939 $2.3M
WCG Wealth Advisors LLC 0.06% Add +34.3% 37,852 $2.3M
Sumitomo Mitsui Trust Group, Inc. 0.00% New 37,823 $2.3M
WealthPlan Investment Management, LLC 0.13% Add +424.1% 37,730 $2.3M
MSH Capital Advisors LLC 0.49% Add +0.0% 37,626 $2.3M
TD Private Client Wealth LLC 0.05% Reduce -6.2% 37,614 $2.3M
Syon Capital LLC 0.12% New 37,586 $2.3M
Shikiar Asset Management Inc. 0.73% New 37,350 $2.3M
Contravisory Investment Management, Inc. 0.47% Add +16.2% 37,284 $2.3M
Snider Financial Group 0.69% New 37,213 $2.3M
Sterling Investment Counsel, LLC 0.64% Reduce -0.2% 37,148 $2.3M
Oasis Advisors, LLC 0.45% Add +1719.1% 810,866 $2.3M
RH Tailwind Management, LLC 1.17% New 37,000 $2.3M
Vaughan David Investments LLC 0.05% Add +20.3% 36,952 $2.3M
Whittier Trust Co. 0.03% Reduce -21.2% 37,835 $2.3M
PCG Wealth Advisors, LLC 0.57% Add +402.1% 36,786 $2.3M
Citizens Financial Group Inc. 0.03% Reduce -2.0% 36,754 $2.3M
Retirement Planning Group, LLC 0.07% Add +20.1% 36,738 $2.3M
Sprott Inc. 0.07% Add +69.3% 36,699 $2.2M
First Horizon Corp. 0.09% Reduce -4.6% 36,686 $2.2M
Stillwater Private Wealth, LLC 1.90% — 36,648 $2.2M
Pinnacle Wealth Planning Services, Inc. 0.23% Add +6.6% 36,496 $2.2M
Summit Global Investments 0.13% New 36,343 $2.2M
Okabena Investment Services Inc. 0.43% Add +0.8% 36,235 $2.2M
CX Institutional 0.07% Add +313.8% 36,222 $2.2M
Cannell & Spears LLC 0.04% Add +0.3% 36,196 $2.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 36,100 $2.2M
Bluespring Wealth Management, LLC 0.19% Add +1.3% 36,085 $2.2M
Thrive Capital Management, LLC 0.48% Add +192.3% 36,080 $2.2M
Itau Unibanco Holding S.A. 0.05% Reduce -52.8% 36,038 $2.2M
Compass Capital Corp. /Ma/ 0.79% Reduce -12.9% 45,078 $2.2M
Fiduciary Trust Co 0.03% Add +4.8% 36,006 $2.2M
Guggenheim Capital LLC 0.02% No change 35,882 $2.2M
Private Capital Management, LLC 0.22% Reduce -3.6% 35,852 $2.2M
January Capital Advisors LLC 2.95% — 35,746 $2.2M
Apollon Financial, LLC 0.30% Reduce -3.3% 35,471 $2.2M
Thayer Partners, LLC / MA 1.03% Add +0.5% 35,444 $2.2M
Shaker Investments LLC 0.99% New 35,364 $2.2M
Verdence Capital Advisors LLC 0.13% Add +1.9% 35,286 $2.2M
Willis Johnson & Associates, Inc. 0.13% Reduce -1.5% 35,158 $2.2M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -6.6% 35,141 $2.2M
Old Second National Bank of Aurora 0.44% Reduce -49.6% 35,124 $2.2M
Spectrum Strategic Capital Management, LLC 1.15% Reduce -6.8% 34,955 $2.1M
Bellwether Advisors, LLC 0.36% New 34,634 $2.1M
Valeo Financial Advisors, LLC 0.05% Reduce -2.2% 34,513 $2.1M
Nelson Capital Management, LLC 0.26% Reduce -5.2% 34,513 $2.1M
Arax Advisory Partners 0.06% Add +4.9% 34,342 $2.1M
Ayalon Insurance Comp Ltd. 0.43% No change 34,294 $2.1M
Advocate Investing Services LLC 1.78% Reduce -0.4% 34,252 $2.1M
Iyo Bank, Ltd. 0.74% New 33,949 $2.1M
Essential Partners LLC 0.70% Add +2.8% 33,942 $2.1M
Smith Chas P & Associates Pa Cpas 0.11% Reduce -0.3% 33,796 $2.1M
United Asset Strategies, Inc. 0.16% Reduce -15.6% 33,710 $2.1M
Everest Financial Group LLC 0.34% New 33,594 $2.1M
Evercore Wealth Management, LLC 0.03% Reduce -0.7% 33,398 $2.0M
Cache Advisors, LLC 0.24% No change 33,338 $2.0M
Freestone Capital Holdings, LLC 0.06% Reduce -0.4% 33,302 $2.0M
Csenge Advisory Group 0.09% Reduce -16.5% 33,292 $2.0M
Cypress Capital Group 0.23% Add +25.8% 33,214 $2.0M
Jacobi Capital Management LLC 0.11% Add +3.3% 33,172 $2.0M
Wexford Capital LP 0.33% Add +1.5% 33,138 $2.0M
Childress Capital Advisors, LLC 0.37% Add +445.8% 33,099 $2.0M
Calamos Wealth Management LLC 0.07% Add +185.6% 33,072 $2.0M
Calamos Advisors LLC 0.01% New 33,072 $2.0M
Jackson Hole Capital Partners, LLC 0.34% Add +0.3% 33,048 $2.0M
Ballast Rock Private Wealth LLC 1.12% Add +220.6% 33,031 $2.0M
Montag A & Associates Inc. 0.09% Add +4.5% 32,897 $2.0M
Sovran Advisors, LLC 0.16% Add +130.3% 33,762 $2.0M
First Manhattan Co. Llc. 0.01% Reduce -16.2% 32,834 $2.0M
Petix & Botte Co 0.90% Reduce -51.9% 32,831 $2.0M
Farmers Trust Co. 0.32% Reduce -2.6% 32,826 $2.0M
Diversify Wealth Management, LLC 0.04% New 34,066 $2.0M
Smith, Moore & Co. 0.15% Add +0.5% 32,782 $2.0M
Cary Street Partners Financial LLC 0.05% Add +14.1% 32,501 $2.0M
UMB Bank, n.a. 0.03% Reduce -2.6% 32,464 $2.0M
Clearstead Advisors, LLC 0.02% Add +8.6% 32,237 $2.0M
Fairvoy Private Wealth, LLC 0.47% Add +72.4% 32,158 $2.0M
Compass Financial Group, Inc. 0.88% Reduce -0.1% 31,848 $2.0M
Caprock Group, LLC 0.05% Add +96.0% 31,800 $1.9M
Acropolis Investment Management, LLC 0.09% Reduce -4.2% 31,799 $1.9M
Perennial Investment Advisors, LLC 0.16% Reduce -4.6% 31,772 $1.9M
Monetary Management Group Inc. 0.46% Reduce -7.3% 31,714 $1.9M
RCW Management, LLC 1.99% Reduce -1.1% 31,615 $1.9M
Americana Partners, LLC 0.05% Reduce -1.8% 31,613 $1.9M
Signature Equity Partners, LLC 1.04% Add +1217.1% 31,519 $1.9M
Capital Investment Counsel, LLC 0.26% New 31,513 $1.9M
GeoWealth Management, LLC 0.07% Add +34.3% 31,418 $1.9M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 1.45% Reduce -0.9% 31,229 $1.9M
Measured Wealth Private Client Group, LLC 0.52% Add +1596.8% 30,950 $1.9M
Centaurus Financial, Inc. 0.09% Reduce -7.3% 30,847 $1.9M
Fortis Group Advisors, LLC 0.31% Add +9.6% 31,632 $1.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.23% Add +82.3% 30,684 $1.9M
Fiduciary Alliance LLC 0.11% Add +31.9% 33,696 $1.9M
Journey Strategic Wealth LLC 0.05% Reduce -21.8% 30,600 $1.9M
Fourth Dimension Wealth, LLC 0.71% Add +2.2% 30,577 $1.9M
L. Roy Papp & Associates, LLP 0.21% Add +1.4% 30,303 $1.9M
Legacy Wealth Partners, LLC 0.46% New 30,012 $1.8M
Atlas Capital Advisors Inc. 0.21% Add +8.6% 29,990 $1.8M
Main Street Financial Solutions, LLC 0.13% Add +34.1% 29,962 $1.8M
NewEdge Wealth, LLC 0.02% Add +27.3% 29,932 $1.8M
StoneX Group Inc. 0.10% Reduce -8.5% 29,836 $1.8M
Becker Capital Management Inc. 0.05% Add +0.0% 29,744 $1.8M
High Point Wealth Management, LLC 1.79% Add +3.6% 29,705 $1.8M
Lynx Investment Advisory 0.87% Add +0.2% 29,620 $1.8M
Rik Saylor Financial, Inc. 1.37% Reduce -49.7% 29,529 $1.8M
Maltin Wealth Management, Inc. 0.69% Reduce -9.3% 29,525 $1.8M
National Philanthropic Trust 0.02% Reduce -6.4% 29,508 $1.8M
Moors & Cabot, Inc. 0.08% Add +6.4% 29,481 $1.8M
Whittier Trust Co. of Nevada Inc. 0.04% Reduce -14.1% 30,124 $1.8M
Capital Advisors Inc. 0.03% Add +0.0% 29,255 $1.8M
Fulcrum Equity Management 1.73% New 29,055 $1.8M
Fca Corp. 0.50% Add +0.5% 29,052 $1.8M
Meridian Investment Counsel Inc. 0.42% Reduce -0.3% 28,970 $1.8M
Natixis Advisors, LLC 0.00% Add +55.9% 28,896 $1.8M
Warberg Asset Management LLC 3.64% New 28,903 $1.8M
Bokf, NA 0.03% Add +0.9% 28,841 $1.8M
Afg Fiduciary Services Limited Partnership 1.04% Reduce -14.2% 29,561 $1.8M
Thoroughbred Financial Services, LLC 0.11% Add +0.8% 28,768 $1.8M
First National Bank of Omaha 0.05% Reduce -3.6% 28,426 $1.8M
Aries Wealth Management 0.39% Add +152.7% 28,748 $1.8M
Balefire, LLC 0.33% New 28,722 $1.8M
Forza Wealth Management, LLC 0.61% No change 28,700 $1.8M
Capital Analysts, LLC 0.05% Reduce -7.5% 28,752 $1.8M
Worth Asset Management, LLC 0.65% Reduce -33.3% 28,459 $1.7M
Compound Planning, Inc. 0.05% Add +142.0% 28,319 $1.7M
Harbor Investment Advisory, LLC 0.14% Reduce -6.7% 28,296 $1.7M
Collaborative Wealth Managment Inc. 0.79% Reduce -2.1% 27,832 $1.7M
Cardiff Park Advisors, LLC 0.14% Add +0.1% 27,775 $1.7M
First National Trust Co 0.06% Reduce -5.6% 27,765 $1.7M
Matauro, LLC 0.24% Add +6.3% 27,660 $1.7M
Crews Bank & Trust 0.25% Reduce -3.8% 27,631 $1.7M
Acorns Advisers, LLC 0.01% Add +12.0% 27,553 $1.7M
Grandview Asset Management LLC 0.49% Add +190.6% 27,457 $1.7M
Platform Technology Partners 0.32% Add +22.3% 27,438 $1.7M
Encore Global Management, LP 1.17% — 27,400 $1.7M
CRA Financial Services, LLC 0.22% Add +1.0% 27,347 $1.7M
Archford Capital Strategies, LLC 0.19% Add +1.0% 27,223 $1.7M
Ironwood Financial, llc 0.29% Add +9.3% 27,038 $1.7M
Keel Point, LLC 0.11% Reduce -11.6% 27,024 $1.7M
Rossby Financial, LCC 0.35% Add +152.0% 28,033 $1.7M
Park Edge Advisors, LLC 0.38% New 26,970 $1.7M
Matthew Goff Investment Advisor, LLC 0.27% Add +23.2% 26,749 $1.6M
Financial Engines Advisors L.L.C. 0.00% Reduce -5.4% 26,585 $1.6M
Callan Family Office, LLC 0.04% Reduce -5.8% 26,420 $1.6M
Capital Advisors Wealth Management, LLC 0.22% Reduce -5.0% 26,412 $1.6M
Bailard, Inc. 0.04% Reduce -1.7% 26,392 $1.6M
Palisade Asset Management, LLC 0.16% Add +0.3% 26,370 $1.6M
Heritage Wealth Advisors 0.06% Reduce -11.0% 26,335 $1.6M
Cabana LLC 12.61% Reduce -15.1% 26,233 $1.6M
Ellis Investment Partners, LLC 0.28% Reduce -61.3% 26,170 $1.6M
Opinicus Capital, Inc. 1.13% Reduce -0.1% 26,167 $1.6M
FSA Investment Group, LLC 0.64% Add +52.9% 25,806 $1.6M
Calton & Associates, Inc. 0.23% Reduce -6.3% 25,765 $1.6M
Signature Wealth Management Partners, LLC 0.79% Reduce -0.2% 25,696 $1.6M
J. Goldman & Co LP 0.07% Reduce -71.7% 25,525 $1.6M
Financial & Tax Architects, LLC 0.35% Reduce -5.5% 25,492 $1.6M
Wealth Advisors of Iowa, LLC 0.48% Reduce -33.0% 25,343 $1.6M
Disciplina Capital Management LLC 0.16% Reduce -14.2% 25,305 $1.6M
Wilson & Boucher Capital Management, LLC 1.03% Add +0.4% 25,302 $1.6M
Retirement Income Solutions, Inc. 0.26% Add +14.6% 25,251 $1.5M
Chesapeake Wealth Management 0.47% Reduce -1.9% 24,977 $1.5M
1ST Source Bank 0.08% Add +172.5% 24,910 $1.5M
Marex Group Ltd 0.02% Add +21.9% 24,686 $1.5M
Brighton Jones LLC 0.03% New 24,612 $1.5M
TD Asset Management Inc 0.00% Add +158.1% 24,538 $1.5M
XTX Topco Ltd 0.03% New 24,506 $1.5M
One Plus One Wealth Management, LLC 0.63% Reduce -2.2% 24,477 $1.5M
Strategic Financial Concepts, LLC 0.37% Add +85.6% 24,464 $1.5M
Sava Infond d.o.o. 0.21% Add +76.8% 24,400 $1.5M
Arkos Global Advisors 0.19% Add +182.0% 24,211 $1.5M
Centiva Capital, LP 0.07% New 24,133 $1.5M
AlphaStar Capital Management, LLC 0.11% Reduce -39.8% 24,093 $1.5M
Brevan Howard Capital Management LP 0.02% New 23,887 $1.5M
Victory Financial Group, LLC 0.18% Add +13.5% 23,818 $1.5M
Realta Investment Advisors 0.51% Add +53.9% 23,797 $1.5M
Daymark Wealth Partners, LLC 0.05% Add +14.4% 23,738 $1.5M
Everstar Asset Management, LLC 0.77% Reduce -6.0% 23,727 $1.5M
Gainplan LLC 1.09% Add +343.0% 23,694 $1.5M
Peoples Bank 1.45% No change 23,584 $1.4M
McAdam, LLC 0.07% Add +6.4% 23,556 $1.4M
Capital Wealth Alliance, LLC 0.65% Add +20.5% 23,420 $1.4M
Simplicity Wealth,LLC 0.08% Add +91.5% 23,423 $1.4M
YHB Investment Advisors, Inc. 0.10% Add +8.2% 23,355 $1.4M
CPC Advisors, LLC 0.23% Add +39.7% 23,188 $1.4M
Bison Wealth, LLC 0.14% Add +13.6% 24,579 $1.4M
Caption Management, LLC 0.07% New 23,116 $1.4M
Savvy Advisors, Inc. 0.04% Add +121.2% 23,108 $1.4M
Mitchell McLeod Pugh & Williams Inc. 0.21% Add +0.0% 23,055 $1.4M
GWN Securities Inc. 0.27% Add +11.2% 22,984 $1.4M
BBR Partners, LLC 0.08% Add +67.6% 22,961 $1.4M
Powell Investment Advisors, LLC 0.48% Add +0.4% 22,941 $1.4M
L & S Advisors Inc 0.18% New 22,926 $1.4M
Parcion Private Wealth LLC 0.09% Reduce -0.1% 22,860 $1.4M
Boothbay Fund Management, LLC 0.03% New 22,850 $1.4M
Cushing Capital Partners, LLC 1.08% Add +1.9% 22,846 $1.4M
Sowa Financial Group, Inc. 0.69% Reduce -1.5% 22,667 $1.4M
SteelPeak Wealth, LLC 0.04% Reduce -13.8% 22,645 $1.4M
Salem Investment Counselors Inc. 0.04% Add +3.7% 22,640 $1.4M
Somerset Group LLC 1.03% Add +0.3% 25,114 $1.4M
Evernest Financial Advisors, LLC 0.29% Reduce -3.7% 24,323 $1.4M
Beaird Harris Wealth Management, LLC 0.09% Add +25167.4% 22,488 $1.4M
WNY Asset Management, LLC 0.14% — 22,463 $1.4M
Edge Wealth Management LLC 0.23% No change 22,334 $1.4M
Copia Wealth Management 0.94% Add +192.0% 22,329 $1.4M
Pallas Capital Advisors LLC 0.05% Reduce -11.8% 22,274 $1.4M
Legacy Wealth Advisors, LLC 0.69% Add +0.6% 22,190 $1.4M
Lazari Capital Management, Inc. 0.47% Reduce -1.8% 22,102 $1.4M
Davis Investment Partners, LLC 0.48% New 22,036 $1.3M
BLB&B Advisors, LLC 0.06% Reduce -41.5% 21,990 $1.3M
Florida Trust Wealth Management Co 0.04% Add +6.5% 21,969 $1.3M
Ipsen Advisor Group LLC 0.94% Add +0.7% 21,964 $1.3M
Advisor Resource Council 0.53% Add +37.5% 21,951 $1.3M
Whitaker-Myers Wealth Managers, LTD. 0.27% New 21,838 $1.3M
River Wealth Advisors LLC 0.15% Reduce -4.3% 21,834 $1.3M
Intrua Financial, LLC 0.14% Reduce -8.5% 21,821 $1.3M
Innovative Advisory Group, LLC 1.18% Reduce -0.7% 21,796 $1.3M
Capital Investment Counsel, Inc 0.16% Reduce -6.1% 21,789 $1.3M
Fermata Advisors, LLC 0.30% Reduce -2.4% 21,717 $1.3M
High Net Worth Advisory Group LLC 0.31% Reduce -4.4% 21,692 $1.3M
NBT Bank, N.A. 0.09% Add +0.3% 21,626 $1.3M
Atlas Legacy Advisors, LLC 0.24% Add +9.4% 21,663 $1.3M
Avidian Wealth Enterprises, LLC 0.04% Reduce -33.4% 21,526 $1.3M
Arete Wealth Advisors, LLC 0.10% Add +14.4% 21,480 $1.3M
Certuity, LLC 0.09% Reduce -0.6% 21,460 $1.3M
Audent Global Asset Management, LLC 1.31% Reduce -38.2% 17,101 $1.3M
Anderson Hoagland & Co. 0.11% Reduce 0.0% 21,432 $1.3M
Journey Advisory Group, LLC 0.11% Reduce -5.5% 21,205 $1.3M
Sharper & Granite LLC 0.44% Add +0.9% 21,190 $1.3M
PCG Asset Management, LLC 1.04% Add +2.9% 21,160 $1.3M
Claro Advisors Inc. 0.16% Reduce -7.0% 21,011 $1.3M
Cantor Fitzgerald, L. P. 0.05% Reduce -97.5% 20,914 $1.3M
Morangie Management LLC 1.18% No change 20,876 $1.3M
White Pine Capital LLC 0.35% No change 20,872 $1.3M
Wealthstar Advisors, LLC 0.76% Add +4.8% 20,871 $1.3M
Wall Capital Group, Inc. 1.36% Reduce -1.2% 20,847 $1.3M
Sax Wealth Advisors, LLC 0.06% No change 28,547 $1.3M
Global View Capital Management LLC 0.34% Add +163.8% 20,827 $1.3M
Natixis 0.01% Add +314.4% 20,772 $1.3M
X-Square Capital, LLC 0.43% Add +5.1% 20,705 $1.3M
Fiera Capital Corp 0.00% No change 20,698 $1.3M
Meriwether Wealth & Planning, LLC 0.69% Add +1.0% 20,683 $1.3M
Floyd Financial Group LLC 0.84% Add +0.1% 22,692 $1.3M
Falcon Wealth Planning 0.09% Reduce -12.1% 20,622 $1.3M
LPWM LLC 0.32% Add +14.3% 20,590 $1.3M
Strategic Advisors LLC 0.21% Add +0.6% 20,571 $1.3M
Diversified Trust Co. 0.02% Reduce -19.9% 20,494 $1.3M
B. Riley Wealth Advisors, Inc. 0.08% Reduce -73.7% 20,238 $1.3M
Private Wealth Asset Management, LLC 0.13% No change 20,454 $1.3M
Providence First Trust Co 0.44% Reduce -14.1% 20,409 $1.3M
Verus Capital Partners, LLC 0.09% Reduce -14.4% 20,291 $1.2M
Sunbeam Capital Management, LLC 0.71% Add +0.6% 20,146 $1.2M
Colonial River Investments, LLC 0.44% Reduce -0.5% 20,082 $1.2M
Haverford Trust Co 0.01% Add +2.7% 20,023 $1.2M
Bradley Foster & Sargent Inc. 0.02% No change 20,002 $1.2M
Bricktown Capital, LLC 0.24% New 20,000 $1.2M
Curat Global, LLC 1.21% Add +35.1% 19,992 $1.2M
10Elms LLP 0.84% Add +77.6% 20,112 $1.2M
Adkins Seale Capital Management LLC 1.21% Add +1.6% 19,981 $1.2M
City Center Advisors, LLC 1.13% New 19,969 $1.2M
Elevate Capital Advisors, LLC 0.79% Reduce -13.0% 19,961 $1.2M
Aberdeen Wealth Management LLC 0.56% No change 19,910 $1.2M
Goelzer Investment Management, Inc. 0.06% Add +1.8% 19,610 $1.2M
Sequent Planning LLC 0.29% Add +4.7% 19,578 $1.2M
AAFMAA Wealth Management & Trust LLC 0.47% New 19,567 $1.2M
Kelleher Financial Advisors 0.30% Reduce -2.0% 19,454 $1.2M
Onyx Bridge Wealth Group LLC 0.13% Add +4.3% 19,439 $1.2M
Angeles Wealth Management, LLC 0.06% Reduce -2.7% 19,392 $1.2M
TRB Wealth Management, LLC 0.17% — 19,369 $1.2M
Mayflower Financial Advisors, LLC 0.14% Reduce -0.6% 19,356 $1.2M
Mechanics Bank Trust Department 0.16% Reduce -5.3% 19,284 $1.2M
Legacy Private Trust Co. 0.07% Add +32.5% 19,268 $1.2M
Chicago Partners Investment Group LLC 0.03% Reduce -0.8% 20,854 $1.2M
Innovative Asset Advisors Group, LLC 0.68% — 19,200 $1.2M
W.H. Cornerstone Investments Inc. 0.73% Reduce -1.2% 19,145 $1.2M
Quadrant Private Wealth Management, LLC 0.18% Add +22.0% 19,133 $1.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.39% Reduce -17.8% 20,573 $1.2M
Community Trust & Investment Co. 0.06% No change 19,042 $1.2M
Woodmont Investment Counsel LLC 0.07% Reduce -7.6% 19,040 $1.2M
Partners Wealth Management, LLC 1.19% Reduce -0.1% 18,925 $1.2M
Dana Investment Advisors, Inc. 0.03% Add +8.1% 18,921 $1.2M
Markin Asset Management, LP 1.26% Add +29.1% 18,779 $1.2M
First Commonwealth Financial Corp 0.18% Add +5.2% 18,697 $1.1M
J. Safra Sarasin Holding AG 0.02% Add +104.1% 18,677 $1.1M
D.B. Root & Company, LLC 0.27% Add +69.2% 18,658 $1.1M
Signature Estate & Investment Advisors LLC 0.02% Reduce -10.4% 18,542 $1.1M
Sherry Group, Inc. 1.24% Reduce -23.1% 18,541 $1.1M
Nvwm, LLC 0.25% Reduce -7.2% 18,520 $1.1M
PeakShares LLC 1.03% Reduce -22.7% 18,400 $1.1M
Bessemer Group Inc. 0.00% Add +2.5% 18,378 $1.1M
Wall Street Financial Group, Inc. 0.67% Add +3.1% 18,360 $1.1M
HCR Wealth Advisors 0.12% Reduce -1.0% 18,359 $1.1M
OpenArc Corporate Advisory, LLC 0.02% Add +21.4% 18,331 $1.1M
Spinnaker Investment Group, LLC 0.23% New 18,324 $1.1M
Rathbones Group PLC 0.00% New 18,296 $1.1M
Connecticut Wealth Management, LLC 0.05% New 18,184 $1.1M
Murphy & Mullick Capital Management Corp 0.82% Add +21.0% 18,157 $1.1M
Betterment LLC 0.00% Add +13.8% 18,102 $1.1M
Ameriflex Group, Inc. 0.56% Reduce -0.9% 18,092 $1.1M
Centennial Bank 0.40% Add +11.1% 18,088 $1.1M
Diversified Enterprises, LLC 0.06% Add +0.8% 18,027 $1.1M
Fortress Private Ledger, LLC 0.35% Add +238.7% 18,007 $1.1M
Narus Financial Partners, LLC 0.29% Reduce -2.2% 17,993 $1.1M
SeaCrest Wealth Management, LLC 0.12% Add +26.7% 17,979 $1.1M
Private Trust Co. NA 0.10% Add +9.0% 17,960 $1.1M
Wood Tarver Financial Group, LLC 0.30% Add +0.1% 17,917 $1.1M
Lebenthal Global Advisors, LLC 0.16% Reduce -9.0% 17,906 $1.1M
Caldwell Sutter Capital, Inc. 0.45% Reduce -5.0% 17,881 $1.1M
Northstar Advisory Group, LLC 0.42% Add +25.2% 17,880 $1.1M
Parkside Financial Bank & Trust 0.08% Reduce -11.1% 17,850 $1.1M
Trust Co 0.10% Reduce -13.7% 17,718 $1.1M
LaSalle St. Investment Advisors, LLC 0.15% Add +0.3% 17,709 $1.1M
Wealth Effects LLC 0.38% Add +2.3% 17,652 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.06% Add +76.1% 17,644 $1.1M
Birchcreek Wealth Management, LLC 0.52% Add +8.9% 17,629 $1.1M
Autumn Glory Partners, LLC 0.40% Reduce -3.6% 17,624 $1.1M
Cornerstone Planning Group LLC 0.14% Reduce -3.1% 18,060 $1.1M
Redwood Financial Network Corp 0.70% Reduce -2.3% 17,496 $1.1M
Savior LLC 3.81% New 17,447 $1.1M
Darden Wealth Group Inc 0.54% Add +0.8% 17,384 $1.1M
Bluedoor Private Wealth, LLC 0.49% Add +0.9% 17,300 $1.1M
JM2 Capital Inc. 0.88% Add +1.2% 17,276 $1.1M
Resurgent Financial Advisors LLC 0.39% Add +36.7% 17,209 $1.1M
Wedmont Private Capital 0.03% Add +0.1% 18,005 $1.0M
Luminist Capital LLC 1.40% Reduce -6.5% 17,050 $1.0M
ARS Investment Partners, LLC 0.05% Reduce -26.8% 16,907 $1.0M
Union Bancaire Privee, UBP SA 0.01% Add +9.9% 16,700 $1.0M
Gallacher Capital Management LLC 0.40% Reduce -40.7% 16,888 $1.0M
Tritonpoint Wealth, LLC 0.11% Reduce -16.2% 16,851 $1.0M
St. Johns Investment Management Company, LLC 0.43% Reduce -1.8% 16,836 $1.0M
Cadinha & Co. LLC 0.19% Reduce -0.6% 16,832 $1.0M
Vista Investment Partners Ii, LLC 0.46% New 16,777 $1.0M
WP Advisors, LLC 0.27% New 16,757 $1.0M
Saxony Capital Management, LLC 0.59% New 16,739 $1.0M
TrueWealth Advisors, LLC 0.26% Reduce -1.0% 16,728 $1.0M
Tred Avon Family Wealth, LLC 0.34% No change 16,716 $1.0M
EverSource Wealth Advisors, LLC 0.03% Reduce -33.5% 16,703 $1.0M
C2C Wealth Management, LLC 0.86% No change 16,678 $1.0M
Meramec Financial Planners, LLC 0.40% Add +0.6% 18,530 $1.0M
Investors Asset Management of Georgia Inc. /Ga/ 0.42% Reduce -0.6% 16,644 $1.0M
August Group Capital Ltd 1.18% Reduce -3.2% 16,626 $1.0M
Sterling Investment Advisors, Ltd. 0.18% Reduce -0.3% 16,624 $1.0M
Quadcap Wealth Management, LLC 0.12% Add +0.5% 16,584 $1.0M
Roman Butler Fullerton & Co. 0.28% Add +293.4% 17,456 $1.0M
Agate Pass Investment Management, LLC 0.40% Reduce -11.8% 16,503 $1.0M
Mission Wealth Management, LP 0.02% Add +3.3% 16,446 $1.0M
D. E. Shaw & Co. 0.00% New 16,440 $1.0M
FAS Wealth Partners, Inc. 0.06% Add +7.3% 16,413 $1.0M
Marco Investment Management LLC 0.08% No change 16,384 $1.0M
MontVue Capital Management, Inc. 0.68% Reduce -0.5% 16,305 $999K
Proffitt & Goodson Inc. 0.15% Add +3.7% 16,247 $995K
Investment Partners, LTD. 0.35% Add +0.9% 16,222 $994K
Client 1ST Advisory Group, LLC 0.30% Add +2.4% 16,105 $987K
VPR Management LLC 0.39% No change 16,000 $980K
Tandem Wealth Advisors LLC 0.44% Reduce -12.4% 15,949 $977K
Moneta Group Investment Advisors LLC 0.01% Add +14.5% 15,878 $973K
Burford Brothers, Inc. 0.40% Add +3.0% 15,858 $971K
Wealth Watch Advisors, INC 0.41% Add +4671.1% 15,840 $970K
Global Assets Advisory, LLC 0.28% Add +0.4% 15,834 $970K
4WEALTH Advisors, Inc. 0.83% Reduce -2.2% 15,620 $968K
LightSquare Wealth Management, LLC 0.72% — 15,798 $968K
Lanark Financial, Inc. 0.07% Add +3.3% 15,766 $966K
Kanawha Capital Management LLC 0.07% Add +0.6% 15,722 $963K
GR Financial Group, LLC 0.32% New 15,713 $963K
Bluesphere Advisors LLC 0.34% New 15,678 $960K
Sykon Capital LLC 0.32% New 15,668 $960K
Williams Jones Wealth Management, LLC. 0.01% No change 15,642 $958K
Continuum Advisory, LLC 0.09% New 15,641 $958K
Capital Advisor Network LLC 1.34% — 15,569 $954K
Factor Wealth Management LTD 0.18% Reduce -3.5% 15,547 $952K
Sanchez Gaunt Capital Management, LLC 0.59% — 15,543 $952K
Ritholtz Wealth Management 0.02% Add +44.4% 15,524 $951K
Wealth Management Associates, Inc. 0.33% Add +184.9% 15,512 $950K
Constitution Capital LLC 0.47% Reduce -3.7% 15,480 $948K
Principle Wealth Partners LLC 0.05% No change 15,479 $948K
Nicholas Hoffman & Company, LLC. 0.02% Add +3.5% 15,434 $945K
Symphony Financial, Ltd. Co. 0.13% Add +8.8% 15,150 $944K
Sageworth Trust Co 0.04% No change 15,384 $942K
Carlson Financial, Inc. 0.55% Add +1.5% 15,354 $941K
One Charles Private Wealth Services, LLC 0.24% Reduce -2.2% 15,345 $940K
AdvisorNet Financial, Inc 0.05% Add +12.0% 15,330 $939K
Stock Yards Bank & Trust Co. 0.03% Add +3.7% 15,301 $937K
Deutsche Bank AG 0.00% Reduce -50.3% 15,264 $935K
Argyle Capital Partners, LLC 0.67% Add +0.6% 15,251 $934K
Mission Creek Capital Partners, Inc. 0.19% Add +2.3% 15,185 $930K
Pursue Wealth Partners LLC 0.56% Add +173.2% 15,174 $930K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -31.8% 15,162 $929K
Granite FO LLC 0.55% No change 15,140 $927K
Leo Wealth, LLC 0.07% Add +3.1% 15,081 $924K
Invictus Private Wealth, LLC 0.06% Reduce -20.2% 15,074 $923K
Accredited Investor Services, LLC 0.59% Add +6.6% 15,001 $919K
Glen Eagle Advisors, LLC 0.13% Reduce -18.9% 14,964 $917K
TCP Asset Management, LLC 0.12% Add +30.8% 14,942 $915K
Greenwich Wealth Management LLC 0.04% Reduce -20.3% 14,938 $915K
Spinnaker Trust 0.05% No change 14,910 $913K
Fulton Bank, N.A. 0.03% Add +0.9% 14,900 $913K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.68% New 15,311 $910K
Schneider Downs Wealth Management Advisors, LP 0.10% No change 14,814 $908K
Wealthspire Retirement, LLC 0.05% Reduce -1.4% 14,812 $907K
Alterna Wealth Management, Inc. 0.68% Add +5.0% 14,733 $903K
Madison Wealth Partners, Inc 0.14% Add +47.5% 14,723 $902K
Interactive Financial Advisors, Inc. 0.59% Reduce -4.3% 14,712 $901K
Signaturefd, LLC 0.01% Add +8.2% 14,702 $901K
Sagespring Wealth Partners, LLC 0.02% Add +4.1% 14,695 $900K
Avantax Planning Partners, Inc. 0.02% Add +2.8% 14,679 $899K
Invst, LLC 0.10% Reduce -20.2% 14,636 $897K
Bfsg, LLC 0.09% Reduce -11.9% 14,625 $896K
Prosperity Consulting Group, LLC 0.04% Reduce -1.1% 14,612 $895K
Windsor Capital Management, LLC 0.27% Reduce -11.8% 14,612 $895K
HUB Investment Partners, LLC 0.02% Add +7.1% 14,575 $893K
Pacific Sun Financial Corp 0.43% Add +6.9% 14,432 $884K
HBK Sorce Advisory LLC 0.02% Reduce -15.3% 15,864 $884K
Sage Investment Advisers LLC 0.65% Reduce -5.6% 14,956 $882K
Loudon Investment Management, LLC 0.47% Reduce -5.2% 14,356 $879K
IKE Capital, LLC 0.50% Add +5.5% 14,350 $879K
Laurel Oak Wealth Management, LLC 0.15% Add +6.4% 14,293 $876K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -2.7% 14,281 $875K
Rehmann Capital Advisory Group 0.05% Reduce -2.1% 14,267 $873K
Tyche Wealth Partners LLC 0.13% Add +10.1% 14,226 $872K
Kessler Investment Group, LLC 0.41% Reduce -12.5% 14,219 $871K
Peoples Financial Services Corp. 0.41% Reduce -0.1% 14,219 $871K
Soltis Investment Advisors LLC 0.06% Reduce -11.3% 14,156 $867K
Golden State Wealth Management, LLC 0.09% Reduce -6.1% 14,147 $867K
First Citizens Bank & Trust Co. 0.02% Reduce -1.6% 14,130 $866K
KFA Private Wealth Group, LLC 0.21% Reduce -2.9% 14,123 $865K
Horizon Financial Services, LLC 0.38% Reduce -39.2% 14,084 $863K
Sloy Dahl & Holst, LLC 0.12% Reduce -4.5% 14,073 $862K
Demars Financial Group, LLC 0.28% Reduce -4.1% 14,021 $859K
Glenview Trust Co 0.01% Reduce -2.6% 13,942 $854K
Empower Advisory Group, LLC 0.00% Reduce -8.2% 13,921 $853K
Keystone Wealth Services, LLC 0.18% Add +180.8% 13,921 $853K
Cornerstone Select Advisors, LLC 0.53% New 13,901 $852K
Diligent Investors, LLC 0.21% Reduce -3.5% 13,804 $846K
Sound View Wealth Advisors Group, LLC 0.06% Add +0.2% 13,764 $843K
Discipline Wealth Solutions, LLC 0.09% Add +56.5% 13,761 $843K
VestGen Investment Management 0.46% New 13,746 $842K
Rothschild Investment LLC 0.04% Reduce -26.5% 13,736 $841K
Summerhill Capital Management lnc. 0.73% New 13,686 $838K
Courier Capital LLC 0.05% Reduce -2.1% 13,654 $836K
Sunbelt Securities, Inc. 0.05% Add +31.3% 13,639 $836K
Adirondack Trust Co. 0.28% Reduce -4.3% 13,635 $835K
Patriot Investment Management Group, Inc. 0.05% No change 13,604 $833K
Cozad Asset Management Inc. 0.07% Add +5.6% 13,516 $828K
RiverGlades Family Offices LLC 0.49% — 13,507 $827K
Van Den Berg Management I, Inc. 0.19% Reduce -2.7% 13,480 $826K
SYM FINANCIAL Corp 0.08% Reduce -0.8% 13,458 $824K
MV Capital Management, Inc. 0.08% Add +12.8% 13,415 $822K
Alchemi Wealth, LLC 0.45% Add +1.5% 13,286 $814K
Arlington Capital Management, Inc. 0.46% New 13,258 $812K
Brookwood Investment Group LLC 0.10% Reduce -23.6% 13,226 $810K
Brindle & Bay Financial Advisors, LLC 0.50% New 13,199 $809K
OneAscent Financial Services LLC 0.04% Add +145.2% 13,167 $807K
Roberts Wealth Advisors, LLC 0.20% Add +1.4% 13,162 $806K
Bay Capital Advisors, LLC 0.50% Reduce -4.9% 13,121 $804K
Armistice Capital, LLC 0.03% New 13,114 $803K
Lodestar Private Asset Management LLC 0.08% No change 13,096 $802K
Empire Financial Management Company, LLC 0.18% No change 13,070 $801K
TrustWell Financial Advisors, LLC 0.75% Add +10.2% 13,066 $800K
Federation des caisses Desjardins du Quebec 0.00% Reduce -0.9% 13,058 $800K
First Command Advisory Services, Inc. 0.01% Add +0.7% 13,020 $798K
Norden Group LLC 0.08% Add +0.7% 13,001 $796K
RMR Wealth Builders 0.06% Add +7.2% 12,942 $793K
Welch Group, LLC 0.03% Reduce -11.5% 12,937 $793K
Sovereign Financial Group, Inc. 0.14% Reduce -11.9% 12,912 $791K
Pavion Blue Capital, LLC 0.34% Reduce -15.0% 12,890 $790K
Mason & Associates Inc 0.15% Reduce -2.2% 12,736 $789K
Beacon Financial Advisory LLC 0.18% Reduce -3.0% 12,817 $785K
Strait & Sound Wealth Management LLC 0.30% Add +12.9% 12,750 $781K
Donaldson Capital Management, LLC 0.03% Reduce -1.4% 12,738 $780K
Stamos Capital Partners, L.P. 0.12% Reduce -64.2% 12,735 $780K
Waterloo Capital, L.P. 0.05% New 12,731 $780K
Thompson David Blair 0.45% Add +0.1% 12,709 $779K
Legacy Capital Wealth Partners, LLC 0.16% Add +12.2% 12,696 $778K
Wesbanco Bank Inc. 0.02% Add +19.8% 12,667 $776K
Ballew Advisors, Inc 0.43% Add +1.6% 13,415 $769K
Legacy PCG, LLC 4.18% Reduce -71.1% 12,529 $768K
Lodestone Wealth Management LLC 0.30% Add +5.9% 12,525 $767K
Cowa, LLC 0.22% No change 12,520 $767K
Asset One Wealth Management LLC 0.08% Reduce -7.0% 13,647 $762K
Laird Norton Wetherby Trust Company, LLC 0.02% Reduce -22.6% 12,444 $762K
Meadowbrook Wealth Management, LLC 1.01% Add +33.3% 12,441 $762K
Summit Financial Wealth Advisors, LLC 0.11% Reduce -76.2% 12,431 $762K
SeaBridge Investment Advisors LLC 0.13% Reduce -0.1% 12,338 $756K
Redwood Wealth Management Group, LLC 0.33% Add +37.1% 12,321 $755K
Insight Advisors, LLC/ PA 0.14% Reduce -1.5% 12,272 $752K
TCTC Holdings, LLC 0.02% Reduce -6.2% 12,210 $748K
LRI Investments, LLC 0.07% No change 12,208 $748K
First Citizens Financial Corp 0.35% Reduce -0.0% 12,161 $745K
Venture Visionary Partners LLC 0.02% Reduce -4.5% 12,093 $741K
Resources Management Corp. /CT/ 0.10% Reduce -2.0% 12,076 $740K
CHICAGO TRUST Co NA 0.12% No change 12,016 $736K
Mathes Company, Inc. 0.27% No change 12,000 $735K
GLOBALT Investments LLC / GA 0.03% Add +2.7% 11,901 $729K
Denver Wealth Management, Inc. 0.25% Reduce -6.6% 11,888 $728K
IPG Investment Advisors LLC 0.12% Reduce -10.8% 11,859 $726K
Modera Wealth Management, LLC 0.01% Add +18.4% 11,827 $725K
Burke & Herbert Bank & Trust Co. 0.20% Add +8.8% 11,785 $722K
Boreal Capital Management LLC 0.70% Add +3.4% 11,770 $721K
Berkshire Asset Management LLC 0.03% Reduce -1.8% 11,748 $720K
Baldwin Wealth Partners LLC 0.05% Add +38.5% 11,739 $719K
Cyndeo Wealth Partners, LLC 0.04% Add +1.4% 11,736 $719K
Weaver Consulting Group 0.17% Add +2.3% 11,699 $717K
Narwhal Capital Management 0.05% Reduce -0.0% 11,678 $715K
Hudson Value Partners, LLC 0.21% No change 11,670 $715K
Abbington Investment Group 0.42% Reduce -15.6% 11,660 $714K
Bank of Marin 0.52% Reduce -0.8% 11,654 $714K
Naples Global Advisors, LLC 0.05% Add +0.3% 11,620 $712K
Allie Family Office LLC 0.31% Reduce -25.2% 11,586 $710K
KG Capital Management 0.51% Reduce -12.3% 11,577 $709K
Silver Grove Financial Group, Inc. 0.57% Add +0.1% 11,561 $708K
Pathway Financial Advisors LLC 0.09% No change 11,950 $708K
Synergy Asset Management, LLC 0.08% New 11,554 $708K
Town Capital LLC 0.57% Add +10.5% 11,538 $707K
Segment Wealth Management, LLC 0.04% New 11,500 $704K
M Holdings Securities, Inc. 0.05% Reduce -12.9% 12,206 $700K
Elser Financial Planning, Inc 0.03% New 11,600 $697K
Medallion Wealth Advisors, LLC 0.23% Add +33.6% 11,380 $697K
GEM Asset Management, LLC 0.31% Add +0.6% 11,380 $697K
Hexagon Capital Partners LLC 0.10% Add +1.3% 11,345 $695K
Brown Brothers Harriman & Co. 0.00% No change 11,326 $694K
Flywheel Private Wealth LLC 0.40% No change 11,322 $694K
Badgley Phelps Wealth Managers, LLC 0.01% Add +60.3% 11,320 $693K
Sequent Asset Management, LLC 0.33% Add +14.3% 11,314 $693K
Beam Wealth Advisors, Inc. 0.17% Reduce -6.2% 11,305 $693K
Legacy Capital Group California, Inc. 0.26% Add +21.8% 11,304 $692K
Interchange Capital Partners, LLC 0.22% Reduce -41.3% 7,362 $688K
Financial Management Network Inc. 0.11% Add +2.0% 11,990 $687K
Clear Harbor Asset Management, LLC 0.05% New 11,206 $686K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% New 11,195 $686K
Beacon Capital Management, Inc. 0.04% Reduce -68.7% 11,179 $685K
Berger Financial Group, Inc 0.04% Reduce -9.2% 11,148 $683K
Lighthouse Wealth Management Inc. 0.46% Add +2.8% 11,139 $682K
Lumbard & Kellner, LLC 0.24% Add +2.3% 11,110 $681K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +60.4% 11,102 $680K
Successful Portfolios LLC 0.37% Reduce -5.3% 11,005 $680K
Disciplined Investments, LLC 0.24% No change 11,086 $679K
Peak Asset Management, LLC 0.12% No change 11,062 $678K
Helium Advisors LLC 0.65% Add +103.7% 11,032 $676K
Fort Sheridan Advisors LLC 0.08% Add +7.5% 10,999 $674K
Private Client Services, LLC 0.20% Add +27.5% 10,958 $671K
Astoria Portfolio Advisors LLC. 0.14% Reduce -22.3% 11,803 $670K
True Vision MN LLC 0.34% Reduce -17.5% 10,918 $669K
MBL Wealth, LLC 0.05% No change 10,900 $668K
Finivi Inc. 0.36% Add +8.8% 10,865 $666K
Lewis Asset Management, LLC 0.27% Reduce -1.9% 10,829 $663K
Poehling Capital Management, INC. 0.14% Add +96.2% 10,824 $663K
Obermeyer Wealth Partners 0.03% No change 10,800 $662K
Wealthcare Capital Partners, LLC 0.31% Add +1.6% 10,755 $659K
Composition Wealth, LLC 0.01% Reduce -4.8% 10,727 $657K
Unique Wealth Strategies, LLC 0.27% Reduce -3.9% 10,708 $656K
Nixon Peabody Trust Co. 0.05% No change 10,652 $653K
Central Bank & Trust Co. 0.10% Add +54.9% 10,557 $647K
Beese Fulmer Investment Management, Inc. 0.04% Add +0.0% 10,544 $646K
Next Level Private LLC 0.15% Reduce -0.9% 10,542 $646K
Wulff, Hansen & Co. 0.66% No change 10,540 $646K
Towerpoint Wealth, LLC 0.26% Add +2.1% 10,458 $641K
EFG International AG 0.01% Reduce -74.2% 10,434 $639K
Madrid Wealth Management, LLC 0.48% Reduce -4.2% 10,404 $637K
Auour Investments LLC 0.20% Add +6.7% 10,313 $632K
Mascagni Wealth Management, Inc. 0.45% Add +0.1% 10,296 $631K
MBE Wealth Management, LLC 0.26% Add +84.9% 10,277 $630K
Creekside Partners 0.26% No change 10,262 $629K
Silvercrest Asset Management Group LLC 0.00% Reduce -0.3% 10,244 $628K
Silverlake Wealth Management LLC 0.13% Reduce -4.4% 10,219 $626K
Mosaic Family Wealth Partners, LLC 0.06% New 10,210 $625K
GM Advisory Group, LLC 0.02% Add +36.9% 10,159 $622K
Teamwork Financial Advisors, LLC 0.07% Add +26.5% 10,146 $622K
Holderness Investments Co. 0.12% Add +1.1% 10,145 $621K
Selective Wealth Management, Inc. 0.18% Add +0.1% 10,506 $620K
Chatterton & Associates Inc. 0.43% Add +74.2% 10,777 $618K
Circle Wealth Management, LLC 0.01% Add +0.1% 10,035 $615K
Webster Bank, N. A. 0.06% Add +242.5% 10,028 $614K
Signet Financial Management, LLC 0.07% Reduce -69.2% 10,010 $613K
Sage Mountain Advisors LLC 0.04% Add +5.1% 10,005 $613K
Eurizon Asset Management Hungary Ltd. 0.66% New 10,000 $613K
LuminArx Capital Management LP 0.64% No change 10,000 $613K
Wealth Care LLC 0.54% — 10,000 $613K
Apex Wealth Management, LLC 0.42% New 9,944 $609K
Bauman Advisory Group, LLC 0.43% Add +5.5% 9,922 $608K
PSI Advisors, LLC 0.15% Reduce -3.2% 9,911 $607K
Northwest Bancshares, Inc. 0.12% Reduce -4.3% 9,910 $607K
Palumbo Wealth Management LLC 0.15% Reduce -0.9% 9,898 $606K
Allegheny Financial Group 0.08% Add +0.4% 9,885 $606K
Royal Fund Management, LLC 0.06% Reduce -4.3% 9,873 $605K
Windsor Advisory Group, LLC 0.50% Reduce -3.2% 9,860 $604K
Klingman & Associates, LLC 0.03% Add +109.6% 9,848 $603K
Vise Technologies, Inc. 0.01% No change 13,451 $601K
Cape Ann Savings Bank 0.30% Add +1.0% 9,812 $601K
Roxbury Financial LLC 0.54% Add +0.5% 9,808 $601K
Spartan Wealth Advisory Services LLC 0.05% — 9,786 $599K
First National Bank of Hutchinson 0.38% Reduce -12.8% 9,784 $599K
Essex Financial Services, Inc. 0.03% Add +9.7% 9,696 $594K
Commonwealth Financial Services, LLC 0.09% Add +2.4% 9,679 $593K
Northstar Group, Inc. 0.09% Add +0.1% 9,568 $586K
RPG Investment Advisory, LLC 0.07% Reduce -1.4% 9,557 $585K
Hanover Advisors Inc. 0.24% Reduce -3.2% 9,510 $583K
Argent Trust Co 0.02% Reduce -9.7% 9,506 $582K
Endeavor Private Wealth, Inc. 0.17% Reduce -8.7% 9,498 $582K
Pennsylvania Capital Management Inc. 0.17% No change 9,465 $580K
Ascent Group, LLC 0.02% New 9,449 $579K
Coldstream Capital Management Inc. 0.01% Add +5.3% 9,416 $577K
Shulman DeMeo Asset Management LLC 0.12% Reduce -0.7% 9,402 $576K
Silver Oak Securities, Incorporated 0.04% Add +95.0% 9,378 $575K
Alexander Labrunerie & Co., Inc. 0.22% Add +1.9% 9,344 $572K
Shepherd Financial Partners LLC 0.05% Add +1.8% 9,279 $568K
Mather Group, Llc. 0.01% Add +32.2% 9,230 $565K
Apella Capital, LLC 0.01% Add +56.6% 10,261 $565K
Mayfair Advisory Group, LLC 0.20% Add +0.0% 9,198 $563K
Advance Capital Management, Inc. 0.02% Add +0.1% 9,147 $560K
Mma Asset Management LLC 0.20% Reduce -2.8% 9,142 $560K
Pinnacle Bancorp, Inc. 0.17% Reduce -0.0% 9,139 $560K
Shoker Investment Counsel, Inc. 0.17% Add +0.1% 9,131 $559K
Investor's Fiduciary Advisor Network, LLC 0.17% Add +7.2% 9,108 $557K
Objective Capital Management, LLC 0.56% Add +3.6% 9,087 $557K
Premier Private Wealth Management LLC 0.59% Add +8.3% 9,084 $556K
Key Client Fiduciary Advisors, LLC 0.19% Add +0.2% 9,025 $553K
KERR FINANCIAL PLANNING Corp 0.39% Reduce -23.8% 9,555 $553K
Hyundai Investments Co., Ltd. 0.62% Add +6.5% 8,913 $552K
Farmers & Merchants Investments Inc. 0.02% Add +26.5% 9,011 $552K
Seelaus Asset Management LLC 0.40% Add +6.7% 8,990 $551K
Annex Advisory Services, LLC 0.01% Reduce -4.8% 8,981 $550K
Man Group plc 0.00% New 8,903 $545K
Leavell Investment Management, Inc. 0.02% Reduce -6.2% 8,900 $545K
Jacobs Equity LLC 0.49% Reduce -2.4% 8,889 $545K
North Star Investment Management Corp. 0.03% Add +53.0% 8,868 $543K
Quartz Partners, LLC 0.21% New 8,868 $543K
Flputnam Investment Management Co. 0.01% Reduce -17.1% 8,865 $543K
Arbor Investment Advisors, LLC 0.07% Add +32.9% 8,851 $542K
Builder Investment Group Inc. 0.12% Reduce -0.3% 8,850 $542K
AmeriServ Wealth Advisors 0.35% Reduce -8.1% 8,848 $542K
COFG Advisors, LLC 0.13% Add +9.4% 8,831 $541K
BCS Private Wealth Management, Inc. 0.16% New 8,820 $540K
Schmidt P J Investment Management Inc. 0.09% No change 8,798 $539K
S&A Financial Services, Inc. 0.37% — 8,788 $538K
Eagle Strategies LLC 0.06% Reduce -73.0% 8,774 $538K
Caldwell Trust Co 0.05% No change 8,774 $537K
Laraway Financial Advisors Inc 0.38% Add +19.3% 8,765 $537K
Diversify Advisory Services, LLC 0.08% Reduce -95.1% 9,073 $536K
Arcus Capital Partners, LLC 0.19% Reduce -53.3% 8,716 $534K
CVFG LLC 0.07% Add +31.3% 8,713 $534K
Hobbs Group Advisors, LLC 0.16% Add +1.6% 8,705 $533K
Symmetry Partners, LLC 0.03% New 8,665 $531K
Earned Wealth Advisors, LLC 0.04% Add +89.4% 8,659 $530K
Orrstown Financial Services Inc. 0.09% Reduce -3.3% 8,656 $530K
Legal & General Group Plc 0.00% Reduce -10.8% 8,545 $529K
Blue Zone Wealth Advisors, LLC 0.11% Add +1.4% 8,636 $529K
Tidemark, LLC 0.13% Reduce -13.2% 8,569 $525K
Hengehold Capital Management LLC 0.05% Reduce -2.4% 8,567 $525K
Range Advisory, LLC 0.10% New 8,560 $524K
Gryphon Financial Partners LLC 0.05% Add +3.2% 8,560 $524K
Sprinkle Financial Consultants LLC 0.24% Add +43.4% 8,515 $522K
Boyce & Associates Wealth Consulting, Inc. 0.39% New 8,507 $521K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.77% Add +372.2% 8,500 $521K
Exencial Wealth Advisors, LLC 0.02% Add +59.6% 8,499 $521K
Secure Asset Management, LLC 0.08% Reduce -6.8% 8,494 $520K
Auxano Advisors, LLC 0.10% Add +0.0% 8,484 $520K
Chapin Davis, Inc. 0.12% Add +3.7% 8,441 $517K
Entelevest, LLC 0.53% Reduce -32.0% 8,410 $515K
Tsfg, LLC 0.08% Reduce -8.4% 8,372 $513K
Strategic Blueprint, LLC 0.03% Add +5.6% 8,371 $513K
Cypress Wealth Services, LLC 0.07% Add +18.6% 8,357 $512K
Commerce Advisors, LLC 0.43% — 8,345 $511K
LJI Wealth Management, LLC 0.08% Reduce -0.9% 8,302 $509K
5T Wealth, LLC 0.20% Reduce -2.5% 8,277 $507K
Lifeworks Advisors, LLC 0.07% Reduce -13.3% 8,268 $506K
Artesa Financial Group, LLC 0.48% New 8,194 $502K
Kapstone Financial Advisors LLC 0.25% No change 8,176 $501K
Hegarty Advisors, LLC 0.39% Reduce -1.9% 8,170 $500K
M.E. Allison & Co., Inc. 0.33% Add +2.0% 8,160 $500K
Beaumont Financial Advisors, LLC 0.03% Add +34.4% 8,153 $499K
Ulland Investment Advisors, LLC 0.43% Reduce -5.0% 8,120 $497K
Cornerstone National Bank & Trust Co 0.18% Add +13.1% 8,407 $496K
Embree Financial Group 0.06% Reduce -38.1% 8,062 $494K
Nicolet Bankshares Inc. 0.02% Add +56.4% 8,150 $491K
Buck Wealth Strategies, LLC 0.06% Reduce -10.4% 7,981 $489K
FLC Capital Advisors 0.09% Reduce -1.9% 7,980 $489K
Geneva Partners, LLC 0.23% New 7,972 $488K
Bruce G. Allen Investments, LLC 0.32% Reduce -3.9% 7,965 $488K
Centennial Wealth Advisory LLC 0.12% Add +3.1% 7,958 $487K
Aurora Private Wealth, Inc. 0.35% Reduce -0.6% 10,810 $487K
Safeguard Investment Advisory Group, LLC 0.13% Reduce -3.7% 7,934 $486K
Oakmont Advisory Group, LLC 0.49% New 7,931 $486K
Flagstar Securities, Inc. 0.17% Reduce -2.5% 7,866 $482K
Hopwood Financial Services, Inc. 0.32% Reduce -1.7% 7,862 $482K
West Wealth Group, LLC 0.10% Add +3.9% 7,854 $481K
Hills Bank & Trust Co 0.02% Add +212.5% 7,838 $480K
Curi Capital, LLC 0.01% Add +28.7% 7,837 $480K
Laidlaw Wealth Management LLC 1.66% New 7,797 $478K
Global Financial Private Client, LLC 0.16% Add +4.8% 7,797 $478K
Gambit Capital Management, LLC 0.34% Reduce -4.5% 7,772 $476K
VeraBank, N.A. 0.09% Reduce -1.9% 7,760 $475K
Bank of Stockton 0.15% Add +7.2% 7,743 $474K
Fearless Solutions, LLC dba Best Invest 0.29% Add +18.5% 7,741 $474K
Everett Harris & Co. 0.01% No change 7,728 $473K
Perryman Financial Advisory Inc. 0.07% Reduce -9.0% 7,664 $470K
St Germain D J Co. Inc. 0.02% Reduce -0.7% 7,649 $469K
Searle & Co. 0.12% No change 7,635 $468K
Measured Risk Portfolios, Inc. 0.51% Reduce -20.9% 7,611 $466K
Northbridge Financial Group, LLC 0.20% Add +1.4% 8,128 $464K
Firestone Capital Management 0.10% Reduce -44.9% 7,569 $464K
Bensler, LLC 0.05% Reduce -4.0% 7,563 $463K
Zacks Investment Management 0.00% Add +0.3% 7,545 $462K
Founders Financial Alliance, LLC 0.08% Add +8.0% 7,534 $462K
Campion Asset Management 0.31% No change 7,494 $459K
Magnolia Capital Management Ltd. 0.31% Add +47.1% 7,460 $457K
LCNB Corp. 0.15% No change 7,418 $454K
Occidental Asset Management, LLC 0.05% Add +3.3% 7,406 $454K
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.09% No change 7,406 $454K
Stratos Investment Management, LLC 0.02% Add +0.6% 7,394 $453K
Baltimore-Washington Financial Advisors, Inc. 0.02% Reduce -3.7% 7,385 $452K
Prota Financial, LLC 0.33% Reduce -94.6% 7,338 $450K
Elevated Capital Advisors, LLC 0.11% Add +3.1% 7,322 $449K
Cadent Capital Advisors, LLC 0.12% Add +47.7% 7,275 $446K
Bartlett & Co. Wealth Management LLC 0.01% No change 7,500 $445K
Asset Management One Co., Ltd. 0.00% New 7,258 $445K
Lighthouse Financial LLC 0.27% Add +8.0% 7,235 $443K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -17.0% 7,200 $441K
SlateStone Wealth, LLC 0.04% Reduce -17.2% 7,204 $441K
Plimoth Trust Co. LLC 0.10% Add +16.1% 7,189 $440K
Private Wealth Group, LLC 0.21% No change 7,187 $440K
Summit Trail Advisors, LLC 0.01% Add +41.9% 7,179 $440K
OakTrust Wealth Advisors, LLC 0.40% Add +0.2% 7,172 $439K
Ellerson Group Inc. 0.29% No change 7,170 $439K
Clearview Wealth Management LLC 0.31% — 7,149 $438K
Rothschild Wealth LLC 0.04% Reduce -16.3% 7,144 $438K
L.K. Benson & Company, P.C. 0.14% No change 7,140 $437K
Raab & Moskowitz Asset Management LLC 0.10% Reduce -6.0% 7,084 $434K
Sonata Capital Group Inc. 0.16% Add +0.6% 7,048 $432K
Lake Street Private Wealth, LLC 0.06% Reduce -3.1% 7,048 $432K
CSS LLC 0.07% New 7,020 $430K
CVS HEALTH Corp 0.20% New 7,000 $429K
Brooklyn Investment Group 0.01% New 6,993 $428K
Cahill Financial Advisors Inc. 0.05% Reduce -13.4% 6,967 $427K
Sacks & Associates, LLC 0.32% Add +1.8% 6,964 $427K
Signet Private Wealth LLC 0.41% Add +0.1% 6,929 $424K
Wealthgarden F.S. LLC 0.29% Reduce -12.4% 6,918 $424K
Tempo Wealth, LLC 0.07% Add +17.0% 6,917 $424K
Alteri Wealth LLC 0.14% Add +1.7% 6,912 $423K
MA Private Wealth 0.07% No change 6,908 $423K
MKT Advisors LLC 0.14% Reduce -0.6% 7,013 $422K
Members Wealth LLC 0.25% No change 7,458 $422K
Northwest Wealth Advisors, LLC 0.30% Add +0.5% 6,868 $421K
Eldridge Investment Advisors, Inc. 0.09% Reduce -3.5% 6,845 $419K
1834 Investment Advisors Co. 0.05% Reduce -5.5% 6,836 $419K
Blackston Financial Advisory Group, LLC 0.26% Add +2.3% 6,834 $419K
Howard Financial Services, LTD. 0.05% Add +0.4% 6,829 $418K
Strategic Wealth Partners, Ltd. 0.03% Add +0.8% 6,817 $418K
Newman Dignan & Sheerar, Inc. 0.09% Reduce -3.4% 6,798 $416K
Eastern Bank 0.01% Reduce -11.4% 6,787 $416K
Resolute Wealth Strategies, LLC 0.18% Reduce -0.6% 6,786 $416K
Advisors Capital Management, LLC 0.00% Reduce -58.5% 6,772 $415K
Spreng Capital Management, Inc. 0.19% No change 6,710 $411K
Corsair Capital Management, L.P. 0.06% No change 6,672 $409K
United Financial Planning Group LLC 0.24% Add +0.6% 6,667 $408K
Cooper Financial Group 0.04% Add +6.2% 6,636 $407K
Westco Advisory Services Inc. 0.26% No change 6,632 $406K
Evelyn Partners Investment Management (Europe) Ltd 0.14% No change 6,624 $406K
Castleview Partners, LLC 0.21% Reduce -29.6% 6,622 $406K
MCF Advisors LLC 0.02% Add +28.3% 6,621 $406K
Octavia Wealth Advisors, LLC 0.04% Add +2.4% 6,616 $405K
Mirador Capital Partners LP 0.06% Add +19.9% 6,602 $404K
FRG Family Wealth Advisors LLC 0.07% No change 6,600 $404K
Comprehensive Financial Consultants Institutional, Inc. 0.12% Reduce -4.0% 6,596 $404K
Pacific Center for Financial Services 0.10% Add +64.7% 6,594 $404K
VSM Wealth Advisory, LLC 0.12% Add +0.8% 6,580 $403K
NWF Advisory Services Inc. 0.05% Add +0.3% 6,556 $402K
Montecito Bank & Trust 0.07% Reduce -12.1% 6,552 $401K
Triumph Capital Management 0.08% Reduce -19.8% 6,514 $399K
Econ Financial Services Corp 0.19% Reduce -96.5% 6,509 $399K
BIP Wealth, LLC 0.02% New 6,508 $399K
Xcelsior Advisor Partners LLC 0.15% Add +4.2% 6,494 $398K
Novem Group 0.05% Add +17.5% 6,483 $397K
McGuire Capital Advisors Inc. 0.25% Reduce -21.8% 6,457 $396K
Milestone Asset Management, LLC 0.07% Reduce -43.8% 6,431 $394K
Ally Invest Advisors Inc. 0.03% Reduce -20.1% 6,428 $394K
Eagle Global Advisors LLC 0.01% Reduce -11.7% 6,420 $393K
City Holding Co. 0.05% Reduce -0.9% 6,420 $393K
Pinnacle Financial Group, LLC / IL 0.11% New 6,392 $392K
United Advisor Group, LLC 0.05% Reduce -5.5% 6,384 $391K
Fox Hill Wealth Management 0.19% Reduce -0.9% 6,381 $391K
Zinnia Wealth Advisory, LLC 0.43% Reduce -4.9% 6,343 $389K
Coastwise Capital Group, LLC 0.22% Reduce -4.3% 6,340 $388K
Brick & Kyle, Associates 0.13% Reduce -53.0% 6,318 $387K
Arrow Financial Corp 0.04% No change 6,316 $387K
Financial Perspectives, Inc 0.11% Add +0.6% 6,288 $385K
Wealth Alliance, LLC 0.04% Add +6.9% 6,286 $385K
PKS Advisory Services, LLC 0.09% Reduce -4.6% 6,282 $385K
Summit Financial Strategies, Inc. 0.03% Reduce -0.3% 6,276 $384K
Smartleaf Asset Management LLC 0.01% Add +13.4% 6,196 $384K
Well Done, LLC 0.06% Add +2.0% 6,262 $384K
Kane Investment Management, Inc. 0.20% New 6,260 $383K
17 Capital Partners, LLC 0.20% New 6,252 $383K
Oxinas Partners, LLC 0.17% Add +3.9% 6,252 $383K
First Foundation Advisors 0.02% New 6,237 $382K
Manhattan West Asset Management, LLC 0.07% Add +6.8% 6,227 $381K
Crewe Advisors LLC 0.03% Add +71.6% 6,222 $381K
Horrell Capital Management, Inc. 0.17% No change 6,212 $381K
Coordinated Financial Services, Inc. 0.22% New 6,209 $380K
Western Pacific Wealth Management, LP 0.39% No change 6,200 $380K
Tradition Wealth Management, LLC 0.03% Add +0.7% 6,195 $380K
Leigh Baldwin & Co., LLC 0.25% New 6,195 $380K
Heritage Trust Co 0.04% No change 6,172 $378K
Physicians Financial Services, Inc. 0.10% No change 6,178 $378K
Cascades Capital Asset Management, LLC 0.16% New 6,151 $377K
Eagle Capital Management, LLC 0.15% No change 6,106 $374K
Choate Investment Advisors 0.01% New 6,079 $372K
Brave Asset Management Inc. 0.09% Add +20.5% 6,072 $372K
Latitude Advisors, LLC 0.17% Add +0.0% 6,070 $372K
StoneCrest Wealth Management, Inc. 0.16% New 6,065 $372K
Ark Wealth Advisors LLC 0.37% Reduce -28.6% 6,057 $371K
ICONIQ Capital, LLC 0.01% No change 6,051 $371K
Leuthold Group, LLC 0.04% New 6,047 $370K
Davis R M Inc. 0.01% Reduce -3.6% 6,020 $369K
Cardinal Point Capital Management ULC 0.02% Reduce -42.9% 6,001 $368K
Evanson Asset Management, LLC 0.02% Reduce -12.6% 5,972 $366K
Straight Path Wealth Management 0.10% Add +0.4% 5,971 $366K
PACK Private Wealth, LLC 0.17% No change 5,954 $365K
Watershed Private Wealth LLC 0.11% Reduce -34.9% 5,938 $364K
Beacon Bank & Trust 0.07% No change 5,930 $363K
Wetzel Investment Advisors, Inc. 0.14% Add +0.0% 5,915 $362K
BCS Wealth Management 0.07% Reduce -48.4% 5,903 $362K
Wormser Freres Gestion 0.26% Reduce -12.2% 3,853 $362K
ARS Wealth Advisors Group, LLC 0.03% Reduce -6.4% 5,891 $361K
Daybright Advisory Services, Inc. 0.10% Add +0.5% 5,878 $360K
Strategies Wealth Advisors, LLC 0.04% Reduce -2.9% 5,875 $360K
Aviso Financial Inc. 0.01% No change 5,864 $359K
Capital Wealth Planning, LLC 0.00% New 5,856 $359K
Portside Wealth Group, LLC 0.05% New 5,855 $359K
Vilga Financial Planning LLC 0.32% New 5,848 $358K
Viewpoint Capital Management LLC 0.17% No change 5,840 $358K
Rainier Family Wealth Inc. 0.24% Reduce -0.6% 5,834 $357K
First American Trust, FSB 0.02% Reduce -37.0% 5,827 $357K
Waystone Advisors LLC 0.32% New 5,824 $357K
Doliver Advisors, LP 0.08% Reduce -9.4% 5,819 $356K
Vinland Capital Management Gestora de Recursos LTDA. 5.84% Add +0.0% 1,116 $355K
MBA Advisors LLC 0.14% Add +2.5% 5,767 $353K
Westmount Partners, LLC 0.09% Add +0.9% 5,752 $352K
Fort Washington Investment Advisors Inc. 0.00% Add +2.4% 5,751 $352K
Whitener Capital Management, Inc. 0.08% Add +7.2% 5,747 $352K
River Street Advisors LLC 0.12% Reduce -65.3% 5,740 $352K
Means Investment Co., Inc. 0.03% Add +0.2% 5,740 $352K
Van Hulzen Asset Management, LLC 0.03% Reduce -12.3% 5,736 $351K
Guyasuta Investment Advisors Inc. 0.02% Add +5.4% 5,690 $349K
Walkner Condon Financial Advisors LLC 0.05% New 5,688 $348K
Saxon Interests, Inc. 0.12% Reduce -19.6% 5,679 $348K
Atala Financial Inc 0.23% New 5,850 $347K
Cordgrass Capital Advisors, LLC 0.08% Reduce -4.8% 5,658 $347K
Volterra Technologies LP 0.25% Reduce -19.5% 5,656 $346K
Anchor Investment Management, LLC 0.03% Reduce -2.3% 5,640 $346K
Meridian Financial Advisors, LLC 0.19% Add +4.8% 5,622 $344K
Tobias Financial Advisors, Inc. 0.05% Reduce -2.9% 5,602 $343K
Uptown Financial Advisors LLC 0.28% Add +0.8% 5,600 $343K
NCM Capital Management, LLC 0.12% Add +0.1% 5,593 $343K
Johnson Financial Group, Inc. 0.01% Add +2.5% 5,592 $343K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +10.9% 5,575 $342K
Bullock Wealth Management Group 0.17% Reduce -0.9% 5,782 $341K
Briaud Financial Planning Inc 0.09% No change 5,558 $340K
Marks Group Wealth Management, Inc 0.03% Reduce -5.6% 5,554 $340K
Kiley Juergens Wealth Management, LLC 0.06% New 5,535 $339K
Gradient Capital Advisors, LLC 0.09% Reduce -2.8% 5,534 $339K
Garrison Point Advisors, LLC 0.15% Add +5.7% 5,532 $339K
Alexander Randolph Advisory, Inc. 0.29% No change 5,530 $339K
Tulsa Wealth Advisors, INC 0.06% New 5,530 $339K
Rockwood Wealth Management, LLC 0.02% Add +9.7% 5,530 $339K
Tower Research Capital LLC (TRC) 0.01% New 5,523 $338K
GGM Financial LLC 0.16% Reduce -6.3% 5,513 $338K
Provident Wealth Management, LLC 0.10% Reduce -3.2% 5,494 $337K
Advisory Resource Group 0.06% Add +0.1% 5,494 $337K
LVM Capital Management Ltd. 0.03% Reduce -1.0% 5,487 $336K
Russell Investments Group, Ltd. 0.00% Add +3.1% 5,459 $334K
Strategic Family Wealth Counselors, L.L.C. 0.09% Add +0.1% 5,444 $333K
Pure Financial Advisors, LLC 0.00% Add +4.5% 5,432 $333K
BankChampaign, National Association 0.33% Add +694.1% 5,424 $332K
Grant Private Wealth Management Inc 0.18% Reduce -5.3% 5,411 $331K
Highland Capital Management, LLC 0.02% No change 5,406 $331K
Beaton Management Co. Inc. 0.15% Reduce -1.8% 5,390 $330K
Aaron Wealth Advisors LLC 0.02% Reduce -0.3% 5,384 $330K
JSF Financial, LLC 0.06% Add +3.7% 5,382 $330K
LVW Advisors, LLC 0.03% New 5,380 $330K
Liberty Wealth Management LLC 0.04% New 5,358 $328K
Operose Advisors LLC 0.08% Reduce -7.0% 5,357 $328K
Centerpoint Advisory Group 0.25% Add +8.1% 5,350 $328K
Carr Financial Group Corp 0.09% Reduce -13.8% 5,348 $328K
Independent Wealth Advisors LLC 0.32% New 5,343 $327K
Sound Income Strategies, LLC 0.02% Add +15.8% 5,532 $326K
Grantvest Financial Group LLC 0.21% Add +18.4% 5,323 $326K
Mason Investment Advisory Services, Inc. 0.01% Reduce -12.6% 5,317 $326K
BNB Wealth Management, LLC 0.21% Reduce -1.9% 5,316 $326K
QRG Capital Management, Inc. 0.00% New 5,314 $326K
KPP Advisory Services LLC 0.05% Add +8.5% 5,310 $325K
Alta Wealth Advisors LLC 0.11% Add +0.4% 5,309 $325K
Capstone Wealth Management, Inc. 0.28% Add +0.6% 5,490 $325K
Southland Equity Partners LLC 0.06% No change 5,284 $324K
Aventura Private Wealth, LLC 0.12% Add +3.7% 5,280 $323K
Indiana Trust & Investment Management Co 0.10% Reduce -5.4% 5,272 $323K
Heritage Investors Management Corp. 0.01% Reduce -2.8% 5,250 $322K
Trust Co. of Toledo NA 0.03% No change 5,242 $321K
RDA Financial Network 0.08% Reduce -3.0% 5,241 $321K
2UniFi Bank 0.16% No change 5,239 $321K
Retirement Guys Formula LLC 0.15% Reduce -11.5% 4,935 $320K
Daiichi Life International Holdings LLC 20.95% — 5,214 $319K
Pictet North America Advisors SA 0.03% No change 5,214 $319K
Rhodes Investment Advisors Inc. 0.28% Add +15.5% 5,210 $319K
Key Financial Inc 0.06% Add +29.9% 5,208 $319K
New England Private Wealth Advisors LLC 0.04% Add +0.3% 5,206 $319K
Guardian Asset Advisors, LLC 0.19% Reduce -38.3% 5,205 $319K
Clarity Financial LLC 0.03% Reduce -24.0% 5,203 $319K
WealthBridge Capital Management, LLC 0.07% Reduce -2.3% 5,200 $319K
Sumitomo Mitsui Financial Group, Inc. 0.01% Add +99.6% 5,189 $318K
Avestar Capital, LLC 0.02% Add +0.1% 5,171 $317K
Marathon Trading Investment Management LLC 0.09% Reduce -30.4% 5,150 $315K
Investment Advisory Group, LLC 0.08% Reduce -2.8% 5,132 $314K
Strive Financial Group ,LLC 0.17% Reduce -2.7% 5,104 $313K
Stack Financial Management, Inc 0.02% Reduce -12.9% 5,096 $312K
Disciplined Investors, L.L.C. 0.19% Add +6.6% 5,086 $312K
Keudell/Morrison Wealth Management 0.06% New 5,085 $312K
IFS Group,LLC 0.28% — 5,081 $311K
Bank Hapoalim BM 0.05% New 5,062 $310K
NWM Advisors, LLC 0.28% Reduce -51.8% 5,060 $310K
Walser Wealth Management Company, A Ltd Liability Co 0.14% New 5,055 $310K
Elevate Wealth Advisory, Inc. 0.20% No change 5,050 $309K
Clifford Swan Investment Counsel LLC 0.01% No change 5,042 $309K
Capital Asset Advisory Services LLC 0.01% Reduce -10.9% 5,572 $307K
Pickering Energy Partners LP 0.62% New 5,000 $306K
Corient IA LP 0.29% New 5,000 $306K
Daiwa Securities Group Inc. 0.00% No change 5,000 $306K
Adamsbrown Wealth Consultants LLC 0.08% Add +7.2% 4,991 $306K
Beacon Capital Management, LLC 0.05% Add +0.5% 4,986 $305K
American Trust 0.03% New 4,982 $305K
Clark Capital Management Group, Inc. 0.00% Add +6.0% 4,966 $304K
BOK Financial Private Wealth, Inc. 0.02% No change 4,946 $303K
Wealthedge Investment Advisors, LLC 0.11% Add +0.6% 4,942 $303K
BridgePort Financial Solutions, LLC 0.09% No change 4,940 $303K
Valtinson Bruner Financial Planning LLC 0.08% Add +0.6% 4,936 $302K
Peak Planning Group, LLC 0.08% New 4,933 $302K
Element Wealth, LLC 0.12% New 4,918 $301K
Timothy G. Youngquist 2020 Irrevocable Trust 0.15% New 4,906 $301K
Carret Asset Management, LLC 0.03% No change 4,902 $300K
Stelac Advisory Services LLC 0.06% New 4,900 $300K
Boston Standard Wealth Management, LLC 0.05% Add +12.9% 5,095 $300K
DT Investment Partners, LLC 0.02% Reduce -9.6% 4,880 $299K
American Institute for Advanced Investment Management, LLP 0.19% No change 4,869 $298K
Future Financial Wealth Managment LLC 0.19% No change 5,344 $298K
BSW Wealth Partners 0.04% New 4,825 $296K
TruWealth Advisors, LLC 0.01% Reduce -0.5% 4,817 $295K
Curran Financial Partners, LLC 0.05% Reduce -2.8% 4,806 $294K
Broyhill Asset Management, LLC 0.29% No change 4,800 $294K
Elmwood Wealth Management, Inc. 0.08% Reduce -0.8% 4,788 $293K
Bedell Frazier Investment Counselling, LLC 0.06% Reduce -7.2% 4,786 $293K
Northwest Wealth Management, LLC 0.04% No change 4,766 $292K
YANKCOM Partnership 0.12% No change 4,764 $292K
MLP3, LLC 0.32% Reduce -2.9% 4,756 $291K
First Heartland Consultants, Inc. 0.02% New 4,754 $291K
Mustard Seed Financial, LLC 0.17% New 4,745 $291K
Elevatus Welath Management 0.15% Add +1.0% 4,744 $291K
Bearing Point Capital, LLC 0.05% Reduce -48.2% 4,730 $290K
PW Nova Financial Services LLC 0.08% New 4,718 $289K
RPS Advisory Solutions LLC 0.16% New 4,705 $288K
Maia Wealth LLC 0.05% Add +3.4% 4,697 $288K
Valley Financial Group, Inc. 0.16% New 4,696 $288K
Evolution Wealth Management Inc. 0.21% Add +24.9% 4,681 $287K
Diversified Management Inc. 0.05% New 4,678 $287K
Covestor Ltd 0.20% Reduce -4.6% 4,662 $286K
Pinnacle Family Advisors, LLC 0.13% New 4,659 $285K
Magnolia Capital Advisors LLC 0.06% Reduce -67.7% 4,656 $285K
CPR Investments Inc. 0.19% New 4,655 $285K
Bragg Financial Advisors, Inc 0.01% Add +1.0% 4,654 $285K
Tounjian Advisory Partners, LLC 0.10% Add +3.1% 4,650 $285K
Paragon Capital Management Ltd 0.06% No change 4,642 $284K
World Equity Group, Inc. 0.07% Reduce -17.8% 4,642 $284K
Longview Financial Advisors, Inc. 0.17% Reduce -0.1% 4,609 $282K
Fairview Capital Investment Management, LLC 0.02% New 4,605 $282K
Ponta Wealth Partners, LLC 0.23% New 4,600 $282K
Mirabaud & Cie SA 0.11% No change 4,600 $282K
ArchPoint Investors 0.07% Reduce -53.2% 4,600 $282K
Iowa State Bank 0.05% Reduce -33.2% 4,584 $281K
North Forty Two & Co. 0.26% Add +0.0% 4,578 $280K
Boston Family Office LLC 0.02% No change 4,564 $280K
Financial Partners Group, Inc 0.03% Reduce -4.5% 4,570 $280K
Accredited Investors Inc. 0.01% New 4,533 $278K
Princeton Global Asset Management LLC 0.04% No change 4,500 $276K
Pacific Excel Wealth Advisors, Inc. 0.29% New 4,494 $275K
Concentric Capital Strategies, LP 0.02% Reduce -78.5% 4,487 $275K
One Capital Management, LLC 0.01% New 4,476 $274K
Charter Oak Capital Management, LLC 0.02% Reduce -7.8% 4,472 $274K
VVR Holdings LLC 0.14% New 4,458 $273K
AtlasMark Financial, Inc 0.18% No change 6,105 $273K
Mengis Capital Management, Inc. 0.05% Reduce -2.6% 4,455 $273K
WJ Financial Advisors LLC 0.22% Reduce -10.3% 4,451 $273K
Coastal Bridge Advisors, LLC 0.02% New 4,437 $272K
Clientfirst Wealth Management, LLC 0.23% New 4,435 $272K
Cultivar Capital, Inc. 0.17% New 4,430 $271K
Affinity Capital Advisors, LLC 0.04% Reduce -14.8% 4,425 $271K
Stonebrook Private Inc. 0.06% Reduce -13.4% 4,404 $270K
First National Bank & Trust Co. of Newtown 0.06% New 4,400 $270K
GAMMA Investing LLC 0.01% Add +17.4% 4,384 $269K
Richards, Merrill & Peterson, Inc. 0.10% Add +740.4% 4,370 $268K
Stolper Co 0.08% Reduce -47.9% 9,170 $267K
Patton Albertson Miller Group, LLC 0.03% New 4,358 $267K
Capital Square, LLC 0.12% Reduce -9.1% 4,691 $267K
GFG Capital, LLC 0.09% New 4,350 $266K
Post Resch Tallon Group Inc. 0.22% New 4,419 $266K
National Wealth Management Group, LLC 0.10% New 4,327 $265K
GC Wealth Management RIA, LLC 0.01% New 4,305 $264K
Collective Family Office LLC 0.06% Reduce -10.4% 4,298 $263K
Ullmann Wealth Partners Group, LLC 0.03% New 4,288 $263K
Cooper Capital Advisors LLC 0.18% New 4,287 $263K
TAGStone Capital, Inc. 0.09% New 4,280 $262K
VCI Wealth Management LLC 0.07% Reduce -32.1% 4,276 $262K
Coastline Trust Co 0.03% Add +21.3% 4,272 $262K
Uniting Wealth Partners, LLC 0.06% New 4,263 $261K
White Lighthouse Investment Management Inc. 0.04% New 4,260 $261K
O'ROURKE & COMPANY, Inc 0.10% New 4,253 $261K
Blodgett Wealth Advisors, LLC 0.21% New 4,250 $260K
Pine Harbor Wealth Management, LLC 0.08% New 4,244 $260K
Terra Nova Asset Management LLC 0.19% New 4,237 $260K
Cura Wealth Advisors, LLC 0.12% New 4,215 $258K
Abundance Wealth Counselors 0.04% New 4,214 $258K
Round Rock Advisors LLC 0.04% Reduce -92.3% 4,199 $257K
Sage Capital Management, LLC 0.12% New 4,188 $257K
Pacific Capital Wealth Advisors, Inc. 0.04% New 4,170 $255K
LexAurum Advisors, LLC 0.03% — 4,161 $255K
Harvey Capital Management Inc. 0.06% New 4,150 $254K
Hyposwiss Advisors SA 0.25% No change 4,150 $254K
Cathy Pareto & Associates, Inc. 0.17% New 4,138 $254K
Anson Capital, Inc. 0.17% New 4,134 $253K
SilverOak Wealth Management LLC 0.04% New 4,128 $253K
Truefg, LLC 0.07% Reduce -25.8% 4,125 $253K
Runnymede Capital Advisors, Inc. 0.22% New 4,120 $252K
Abbot Financial Management, Inc. 0.11% New 4,118 $252K
Sharp Wealth Advisory, LLC 0.12% New 4,100 $251K
Lakeridge Wealth Management LLC 0.11% New 4,090 $251K
Kintra Wealth, LLC 0.02% New 4,089 $251K
Tevis Investment Management 0.14% New 4,089 $250K
Zhang Financial LLC 0.01% New 4,087 $250K
Red Door Wealth Management, LLC 0.03% New 4,078 $250K
Winthrop Advisory Group LLC 0.02% New 4,068 $249K
Analyst IMS Investment Management Services Ltd. 0.01% New 4,064 $249K
Orleans Capital Management Corp. 0.17% New 4,054 $248K
Marble Wealth, LLC 0.04% New 4,051 $248K
Tempus Wealth Planning, LLC 0.06% New 4,034 $247K
Capstone Financial Advisors, Inc. 0.01% New 4,030 $247K
BTC Capital Management, Inc. 0.02% New 4,022 $246K
Mills Wealth Advisors LLC 0.09% New 4,021 $246K
MidFirst Bank 0.02% No change 4,014 $246K
Comprehensive Financial Planning, Inc. 0.17% Add +0.6% 4,004 $245K
Fiduciary Financial Group, LLC 0.03% New 4,004 $245K
Scratch Capital LLC 0.14% New 4,000 $245K
Ballast, Inc. 0.06% New 4,000 $245K
Graham Capital Management, L.P. 0.01% Reduce -64.1% 4,000 $245K
Exit Wealth Advisors, LLC. 0.13% New 3,997 $245K
Tortuga Wealth Management, Inc 0.23% Reduce -16.9% 3,987 $244K
USA Financial Formulas 0.05% Reduce -31.8% 3,964 $243K
Bayban 0.21% No change 3,956 $242K
Basso Capital Management, L.P. 0.15% Reduce -21.3% 3,943 $242K
Keebeck Wealth Management 0.03% Reduce -21.8% 3,940 $241K
Richmond Investment Services, LLC 0.04% Reduce -14.4% 3,931 $241K
Essex Bank 0.05% New 3,925 $240K
Mill Creek Capital Advisors, LLC 0.00% Reduce -36.5% 3,917 $240K
Barnes Wealth Management Group, Inc 0.12% New 3,913 $240K
Wealth Quarterback LLC 0.09% New 3,907 $239K
Seven Mile Advisory 0.17% New 3,896 $239K
Vista Investment Management 0.08% New 3,887 $238K
Condor Capital Management 0.02% Reduce -15.3% 3,886 $238K
Graves Light Lenhart Wealth, Inc. 0.02% New 3,885 $238K
Centric Wealth Management 0.05% New 4,003 $238K
Hara Capital LLC 0.12% Add +2.9% 3,880 $238K
Evolve Private Wealth, LLC 0.01% New 3,865 $237K
Rwa Wealth Partners, LLC 0.00% New 3,858 $236K
RFP Financial Group LLC 0.13% New 3,855 $236K
Aull & Monroe Investment Management Corp 0.11% New 3,850 $236K
Milestone Asset Management Group, LLC 0.14% New 3,850 $236K
First Bancorp, Inc 0.12% New 3,844 $235K
NDWM LLC 0.15% New 3,810 $233K
Nabity-Jensen Investment Management Inc 0.16% New 3,806 $233K
KFG Wealth Management, LLC 0.03% New 3,805 $233K
Navis Wealth Advisors, LLC 0.12% Reduce -44.1% 3,800 $233K
Agp Franklin, LLC 0.12% New 3,800 $233K
Oliver Luxxe Assets LLC 0.03% New 3,795 $232K
Magnolia Private Wealth, LLC 0.15% Reduce -19.4% 3,795 $232K
Sanders Morris Harris LLC 0.04% New 3,794 $232K
N.E.W. Advisory Services LLC 0.02% Add +6.2% 3,786 $232K
American Money Management, LLC 0.04% New 3,781 $232K
SmartHarvest Portfolios, LLC 0.10% New 3,778 $231K
Linscomb Wealth, Inc. 0.01% New 3,776 $231K
Weaver Capital Management LLC 0.05% No change 3,772 $231K
University of Texas/Texas Am Investment Management Co. 0.03% Reduce -21.4% 3,764 $231K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 3,758 $230K
Kings Path Partners LLC 0.08% No change 3,750 $230K
Alhambra Investment Management LLC 0.11% New 3,745 $229K
Martel Wealth Advisors LLC 0.04% New 3,740 $229K
Sierra Capital LLC 0.03% New 3,738 $229K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.02% New 3,729 $228K
Torrey-Payne Wealth Management, LLC 0.21% New 3,720 $228K
Howe & Rusling Inc. 0.01% Add +86.7% 3,697 $226K
TradeWell Securities, LLC. 0.10% New 3,691 $226K
Horizon Investment Services, LLC 0.08% New 3,684 $226K
Sincerus Advisory, LLC 0.17% New 3,668 $225K
Macquarie Group Ltd. 0.00% New 3,667 $225K
Missouri Trust & Investment Co 0.07% No change 3,666 $225K
TPG Advisors LLC 0.14% New 3,666 $225K
Fund Advisors of America Inc 0.23% New 3,652 $224K
SVB Wealth LLC 0.01% New 3,650 $224K
Manning & Napier Advisors LLC 0.00% No change 3,600 $223K
Mizuho Markets Cayman LP 0.01% Reduce -82.3% 3,635 $223K
DMC Group, LLC 0.15% New 3,634 $223K
Stonebridge Financial Planning Group, LLC 0.08% Reduce -18.9% 3,630 $222K
CFC Planning Co LLC 0.16% New 3,625 $222K
KOM Wealth Management Group, LLC 0.15% New 3,612 $221K
Bolthouse Investments, LLC 0.20% New 3,600 $221K
WealthPLAN Partners, LLC 0.04% Reduce -50.7% 3,599 $220K
Trail Ridge Investment Advisors, LLC 0.10% New 3,590 $220K
Forbes Financial Planning, Inc. 0.13% New 3,580 $219K
Canopy Partners, LLC 0.08% New 3,579 $219K
Leonard Rickey Investment Advisors P.L.L.C. 0.04% New 3,566 $218K
Red Crane Wealth Management, LLC 0.18% New 3,563 $218K
Destiny Wealth Partners, LLC 0.02% New 3,562 $218K
Cpwa, LLC 0.26% — 3,808 $218K
Facet Wealth, Inc. 0.00% New 3,548 $217K
Z3 Capital Partners, LLC 0.06% New 3,545 $217K
Rakuten Securities, Inc. 0.09% Add +1453.5% 3,542 $217K
Country Trust Bank 0.00% Reduce -11.9% 3,538 $217K
Cambridge Advisors Inc. 0.04% New 3,536 $217K
Comprehensive Wealth Management, LLC 0.11% Reduce -29.9% 3,534 $216K
Huntleigh Advisors, Inc. 0.04% New 3,524 $216K
Investment Planning Advisors, Inc. 0.06% New 3,520 $216K
Wealthspan Partners, LLC 0.08% New 3,506 $215K
American National Bank & Trust 0.02% No change 3,502 $215K
ELCO Management Co., LLC 0.10% New 3,500 $214K
Lynch & Associates 0.04% New 3,493 $214K
Box Hill Private Wealth LLC 0.21% New 3,493 $214K
JT Stratford LLC 0.03% New 3,479 $213K
Waterway Wealth Management, LLC 0.05% New 3,464 $212K
SPWM Advisors LLC 0.18% New 3,674 $211K
Caliber Wealth Management, LLC / KS 0.02% New 3,452 $211K
Shrier Wealth Management, LLC 0.08% New 3,441 $211K
Good Harbor Advisors, Inc. 0.23% New 3,434 $210K
Burns Matteson Capital Management, LLC 0.08% New 3,435 $210K
American Financial Advisors, LLC 0.03% New 3,431 $210K
Talon Private Wealth, LLC 0.03% — 3,430 $210K
Windward Private Wealth Management Inc. 0.07% New 3,419 $209K
Gray Private Wealth, LLC 0.11% New 3,416 $209K
Visionary Horizons, LLC 0.10% New 3,405 $209K
DeDora Capital, Inc. 0.05% New 3,400 $208K
Wealth Alliance Advisory Group, LLC 0.03% New 3,400 $208K
Sendero Wealth Management, LLC 0.02% New 3,400 $208K
BCGM Wealth Management, LLC 0.05% New 3,399 $208K
Vertex Planning Partners, LLC 0.04% New 3,393 $208K
one8zero8, LLC 0.05% Add +29.2% 3,384 $207K
Second Line Capital, LLC 0.04% New 3,474 $207K
Dynamic Financial Group 0.17% New 3,370 $206K
Ssi Investment Management LLC 0.02% New 3,370 $206K
Ares Financial Consulting, LLC 0.16% Add +0.4% 3,500 $206K
Financial Life Planners 0.16% New 3,368 $206K
BlackDiamond Wealth Management, LLC 0.10% Reduce -47.5% 3,345 $205K
Chesley Taft & Associates LLC 0.01% New 3,313 $203K
Tripletail Wealth Management, LLC 0.27% Reduce -34.5% 3,400 $201K
Impact Partnership Wealth, LLC 0.02% New 3,282 $201K
SHP Wealth Management 0.02% Add +3.2% 3,269 $200K
My Personal CFO, LLC 0.09% New 3,265 $200K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +2.3% 3,133 $192K
Reyes Financial Architecture, Inc. 0.16% Add +37.3% 3,131 $192K
Winch Advisory Services, LLC 0.04% Reduce -1.2% 3,109 $190K
Horizon Bancorp Inc. 0.09% Reduce -2.0% 3,104 $190K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% Reduce -0.4% 3,074 $188K
Delta Asset Management LLC 0.02% No change 2,910 $178K
Peterson Wealth Services 0.04% No change 2,892 $177K
Financial Consulate, Inc. 0.02% Add +1.0% 2,867 $176K
Pin Oak Investment Advisors Inc. 0.12% No change 2,852 $175K
Dynamic Wealth Strategies, LLC 0.10% Add +110.7% 2,848 $174K
Evermay Wealth Management LLC 0.02% Reduce -34.0% 2,826 $173K
Forum Finance Group S.A. 0.09% — 3,600 $173K
Chilton Capital Management LLC 0.01% Reduce -1.5% 2,801 $172K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 3,000 $171K
Park Place Capital Corp 0.03% Add +4613.6% 2,781 $170K
NLB Skladi, upravljanje premozenja, d.o.o. 0.01% New 2,749 $168K
Obsidian Cio, LLC 0.15% Add +289.4% 2,714 $166K
WFA of San Diego, LLC 0.13% Reduce -22.9% 2,700 $165K
Bullseye Investment Management, LLC 0.09% No change 2,620 $161K
Addison Advisors LLC 0.04% Add +2.6% 2,608 $160K
Providence Capital Advisors, LLC 0.03% Reduce -10.7% 2,594 $159K
Founders Capital Management 0.08% Add +0.1% 2,562 $157K
Townsend Asset Management Corp. /NC/ 0.06% Add +188.7% 2,558 $157K
Beacon Investment Advisory Services, Inc. 0.01% New 2,524 $155K
Flagship Wealth Advisors, LLC 0.07% Reduce -31.3% 1,817 $154K
Friedenthal Financial 0.08% New 2,489 $152K
Darwin Wealth Management, LLC 0.05% Reduce -94.1% 2,469 $151K
Cranbrook Wealth Management, LLC 0.03% Reduce -5.2% 2,413 $148K
HM Payson & Co. 0.00% New 2,400 $147K
Hamilton Point Investment Advisors, LLC 0.02% Reduce -11.7% 2,392 $147K
Wellington Shields Capital Management, LLC 0.02% New 2,375 $145K
Centerpoint Advisors, LLC 0.05% No change 2,330 $143K
McIlrath & Eck, LLC 0.01% Add +0.2% 2,324 $142K
Cheviot Value Management, LLC 0.01% No change 2,324 $142K
Roble, Belko & Company, Inc 0.02% Add +211.8% 2,292 $140K
Abound Wealth Management 0.03% Add +5.3% 2,283 $140K
Root Financial Partners, LLC 0.01% Add +2.8% 2,281 $140K
Basecamp Wealth Advisors LLC 0.03% No change 2,278 $140K
Ameliora Wealth Management Ltd. 0.04% No change 2,260 $138K
Coston, McIsaac & Partners 0.03% Add +1.1% 2,262 $138K
True Link Financial Advisors, LLC 0.01% New 2,228 $136K
Keating Financial Advisory Services, Inc. 0.02% Reduce -15.9% 2,223 $136K
Y.D. More Investments Ltd 0.01% Reduce -88.1% 2,154 $132K
Nova Wealth Management, Inc. 0.09% Add +22.5% 2,142 $131K
Redwood Park Advisors LLC 0.10% Add +145.8% 2,121 $130K
Game Plan Financial Advisors, LLC 0.06% Add +17.0% 2,089 $128K
Global Wealth Strategies & Associates 0.03% Reduce -15.1% 2,066 $127K
MTM Investment Management, LLC 0.04% Add +0.3% 2,048 $125K
Hilton Head Capital Partners, LLC 0.07% No change 2,040 $125K
Hickory Point Bank & Trust 0.08% New 2,026 $124K
First United Bank & Trust 0.04% Add +67.2% 2,010 $123K
BOCHK Asset Management Ltd 0.03% New 2,000 $123K
CVA Family Office, LLC 0.01% Add +0.9% 1,999 $122K
Byrne Asset Management LLC 0.07% Reduce -8.3% 1,969 $121K
HighMark Wealth Management LLC 0.05% Add +0.1% 1,955 $120K
Phillips Financial Management, LLC 0.01% Reduce -35.5% 1,952 $120K
Versant Capital Management, Inc 0.01% No change 1,924 $118K
Bangor Savings Bank 0.01% Add +1.7% 1,914 $117K
Strategic Investment Advisors / MI 0.01% New 1,911 $117K
Wellington Shields & Co., LLC 0.03% New 1,900 $116K
TD Capital Management LLC 0.01% Reduce -15.3% 1,870 $115K
Gilpin Wealth Management, LLC 0.09% No change 1,854 $114K
Axiom Investment Management LLC 0.09% — 1,850 $113K
Guardian Wealth Advisors, LLC / NC 0.01% New 1,791 $110K
Glass Jacobson Investment Advisors llc 0.04% New 1,791 $110K
Gill Capital Partners, LLC 0.03% New 1,770 $108K
Smithfield Trust Co 0.00% No change 1,770 $108K
Pension & Wealth Management Advisors, Inc. 0.03% No change 1,740 $107K
Ashton Thomas Securities, LLC 0.01% Add +148.8% 1,732 $106K
West Paces Advisors Inc. 0.02% Add +0.1% 1,686 $103K
MBM Wealth Consultants, LLC 0.02% New 1,650 $101K
Integrity Financial Corp 0.05% No change 1,600 $98K
Prudential PLC 0.00% New 1,600 $98K
Quest 10 Wealth Builders, Inc. 0.08% Reduce -0.1% 1,559 $96K
Holos Integrated Wealth LLC 0.05% Add +173.9% 1,583 $95K
Monetary Solutions, Ltd 0.09% No change 1,540 $94K
Hantz Financial Services, Inc. 0.00% Add +55.1% 1,523 $93K
Biltmore Family Office, LLC 0.01% Reduce -14.3% 1,500 $92K
NFSG Corp 0.01% Reduce -57.9% 1,492 $91K
Gleason Group, Inc. 0.01% Add +0.6% 1,491 $91K
PlanVest Financial, Inc 0.07% — 1,475 $90K
Brentview Investment Management LLC 0.04% No change 1,400 $86K
Topsail Wealth Management, LLC 0.01% No change 1,400 $86K
Dagco, Inc. 0.02% Add +251.3% 1,398 $86K
Olistico Wealth, LLC 0.04% Add +7.8% 1,390 $85K
Tiaa Trust, National Association 0.01% Reduce -95.7% 1,376 $84K
Owl Creek Wealth Partners LLC 0.03% — 1,371 $84K
Nemes Rush Group LLC 0.01% Add +0.1% 1,351 $83K
Glassman Wealth Services 0.01% No change 1,340 $82K
Delos Wealth Advisors, LLC 0.05% No change 1,322 $81K
Valley Wealth Managers, Inc. 0.01% Reduce -99.1% 1,317 $81K
Seneschal Advisors, LLC 0.06% Reduce -10.9% 1,313 $80K
Synergy Investment Management, LLC 0.03% New 1,306 $80K
Hazlett, Burt & Watson, Inc. 0.02% No change 1,294 $79K
Steigerwald, Gordon & Koch Inc. 0.01% No change 1,288 $79K
C M Bidwell & Associates Ltd. 0.04% Add +0.1% 1,278 $78K
Dorato Capital Management 0.06% No change 1,348 $78K
Millstone Evans Group, LLC 0.05% No change 1,264 $77K
Physician Wealth Advisors, Inc. 0.01% Reduce -6.6% 1,257 $77K
Virginia Estate & Retirement Planning Advisors Inc. 0.13% — 668 $75K
JPL Wealth Management, LLC 0.02% New 1,220 $75K
Morse Asset Management, Inc 0.02% Reduce -3.7% 1,206 $74K
Compagnie Lombard Odier SCmA 0.00% Add +31.6% 1,187 $73K
Bollard Group LLC 0.00% Add +0.3% 1,168 $72K
Hilltop National Bank 0.02% Reduce -34.3% 1,170 $72K
Investors Portfolio Services LLC 0.07% New 1,167 $71K
Mascoma Wealth Management LLC 0.01% No change 1,166 $71K
Barnes Dennig Private Wealth Management LLC 0.07% Reduce -0.3% 1,151 $71K
Rosenberg Matthew Hamilton 0.01% No change 1,150 $70K
Archer Investment Corp 0.01% Add +456.5% 1,113 $68K
Wagner Wealth Management, LLC 0.01% Add +15.0% 1,113 $68K
Cassaday & Co Wealth Management LLC 0.00% New 1,104 $68K
Caitlin John, LLC 0.04% Add +12.4% 1,104 $68K
Dara Capital Us, Inc. 0.06% No change 1,100 $67K
Berbice Capital Management LLC 0.04% Add +450.0% 1,100 $67K
Plante Moran Financial Advisors, LLC 0.00% Reduce -29.3% 1,067 $65K
Collier Financial 0.05% Add +0.1% 1,064 $65K
Tanglewood Legacy Advisors, LLC 0.02% Add +0.7% 1,015 $62K
JDM Financial Group LLC 0.02% No change 1,008 $62K
Intesa Sanpaolo Wealth Management 0.01% No change 1,000 $61K
Dunhill Financial, LLC 0.01% Add +0.3% 993 $61K
Hager Investment Management Services, LLC 0.03% Add +37.0% 962 $59K
WealthShield Partners, LLC 0.01% Add +12.6% 954 $58K
Rialto Wealth Management, LLC 0.01% Add +12.0% 950 $58K
Avalon Trust Co 0.00% Add +93.8% 930 $57K
Family Manage LLC 0.01% No change 928 $57K
DecisionPoint Financial, LLC 0.01% Reduce -33.7% 920 $56K
Paladin Advisory Group, LLC 0.04% No change 898 $55K
Marshall Investment Management, LLC 0.03% New 879 $54K
First Community Trust NA 0.04% Add +4.0% 863 $53K
Ritter Daniher Financial Advisory LLC / DE 0.01% Add +0.1% 861 $53K
WestEnd Advisors, LLC 0.00% Add +7.5% 821 $50K
Acima Private Wealth, LLC 0.02% No change 816 $50K
Davis Capital Management 0.03% No change 800 $49K
Turim 21 Investimentos Ltda. 0.01% No change 800 $49K
Duncker Streett & Co. Inc. 0.01% Add +10.4% 782 $48K
Walleye Capital LLC 0.00% Reduce -98.9% 731 $45K
DHJJ Financial Advisors, Ltd. 0.01% No change 730 $45K
Barrett & Company, Inc. 0.02% Add +0.1% 729 $45K
VELA Investment Management, LLC 0.01% New 724 $44K
PFS Partners, LLC 0.02% Reduce -6.3% 709 $43K
Bare Financial Services, Inc 0.01% No change 704 $43K
Networth Advisors, LLC 0.03% Add +190.4% 697 $43K
TIAA Wealth Investment Management LLC 0.00% — 677 $42K
Birchbrook, Inc. 0.02% No change 680 $42K
Register Financial Advisors LLC 0.02% Add +0.1% 673 $41K
Signature Resources Capital Management, LLC 0.02% No change 658 $40K
Blueline Advisors LLC 0.03% No change 654 $40K
Osbon Capital Management LLC 0.03% New 633 $39K
Banque Cantonale Vaudoise 0.00% No change 617 $38K
Vermillion Wealth Management, Inc. 0.01% Add +0.7% 613 $38K
Mark Sheptoff Financial Planning, LLC 0.02% New 600 $36K
Godfrey Financial Associates, Inc. 0.03% Reduce -7.9% 582 $36K
Costello Asset Management, INC 0.01% Reduce -10.3% 577 $35K
Ascentis Wealth Management, LLC 0.01% No change 568 $35K
CNB Bank 0.01% Add +290.7% 547 $34K
Hartford Financial Management Inc. 0.01% Add +54.0% 533 $33K
Albion Financial Group 0.00% New 514 $31K
MilWealth Group LLC 0.01% No change 512 $31K
Raleigh Capital Management Inc. 0.01% New 512 $31K
Wellington Grp LLC 0.01% Reduce -84.8% 512 $31K
Strengthening Families & Communities, LLC 0.01% Add +0.6% 500 $31K
Midway Capital Research & Management 0.03% New 500 $31K
Peterson Wealth Management 0.02% New 500 $31K
Quarry LP 0.01% New 500 $31K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -99.7% 496 $30K
Pacifica Partners Inc. 0.01% No change 490 $30K
Vision Financial Markets LLC 0.03% No change 486 $30K
Gables Capital Management Inc. 0.01% No change 486 $30K
FWL Investment Management, LLC 0.01% Add +106.4% 454 $28K
IAG Wealth Partners, LLC 0.00% Reduce -32.9% 448 $27K
Washington Trust Advisors, Inc. 0.00% No change 445 $27K
Ameritas Investment Partners, Inc. 0.00% Add +0.5% 434 $27K
Woodard & Co. Asset Management Group Inc. 0.00% Reduce -2.7% 434 $27K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -2.7% 432 $26K
Twin Peaks Wealth Advisors, LLC 0.01% New 431 $26K
HHM Wealth Advisors, LLC 0.00% Add +0.5% 425 $26K
REAP Financial Group, LLC 0.01% Add +2.2% 418 $26K
Consultiva Wealth Management, Corp. 0.07% No change 400 $25K
Trask Adam Roland 0.02% — 400 $25K
Strategic Investment Solutions, Inc. 0.01% No change 400 $25K
Fortitude Family Office, LLC 0.01% No change 400 $25K
Hoey Investments, Inc. 0.00% Reduce -60.0% 400 $25K
SOA Wealth Advisors, LLC. 0.00% Add +0.5% 390 $24K
Stone House Investment Management, LLC 0.00% No change 380 $23K
LFA - Lugano Financial Advisors SA 0.01% New 360 $22K
Citizens National Bank Trust Department 0.00% No change 360 $22K
Allspring Global Investments Holdings, LLC 0.00% Add +3.4% 364 $21K
Ballast Advisors LLC 0.01% Add +15.3% 346 $21K
Clean Yield Group 0.01% Add +0.6% 345 $21K
Clayton Financial Group LLC 0.01% Reduce -24.2% 341 $21K
Turtle Creek Wealth Advisors, LLC 0.00% Reduce -98.7% 330 $20K
Perkins Coie Trust Co 0.00% No change 314 $19K
Legacy Wealth Managment, LLC 0.01% Add +4.8% 307 $19K
GoalVest Advisory LLC 0.00% No change 306 $19K
True Wealth Design, LLC 0.01% New 300 $18K
Midwest Capital Advisors, LLC 0.01% No change 295 $18K
Bernard Wealth Management Corp. 0.01% Reduce -26.3% 291 $18K
MH & Associates Securities Management Corp. 0.01% No change 280 $17K
Wealth Enhancement Trust Services, Inc. 0.00% No change 280 $17K
Ogorek Anthony Joseph /NY/ 0.00% Add +0.7% 284 $17K
Avion Wealth 0.00% Add +22.7% 292 $17K
Corsicana & Co. 0.01% Reduce -50.0% 175 $16K
Greykasell Wealth Strategies, Inc. 0.01% Add +20.0% 264 $16K
First PREMIER Bank 0.00% No change 254 $16K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 260 $16K
Proathlete Wealth Management LLC 0.00% Add +6325.0% 257 $16K
Lloyd Advisory Services, LLC. 0.00% New 252 $15K
Kingdom Financial Group LLC. 0.00% Add +25100.0% 252 $15K
Wealth Preservation Advisors, LLC 0.01% Reduce -37.2% 250 $15K
Financial Gravity Asset Management, Inc. 0.00% New 242 $15K
Nvest Wealth Strategies, Inc. 0.01% Reduce -5.7% 230 $14K
Smallwood Wealth Investment Management, LLC 0.01% No change 222 $14K
Chapman Financial Group, LLC 0.01% No change 220 $13K
Silicon Valley Capital Partners 0.00% No change 216 $13K
Cherry Tree Wealth Management, LLC 0.00% Add +41.3% 212 $13K
Retiremitten Financial LLC 0.01% — 212 $13K
Hamrick Investment Counsel, llc 0.01% Add +0.5% 203 $12K
Evergreen Advisors, LLC 0.00% New 202 $12K
Intentional Wealth Strategies, LLC 0.01% — 200 $12K
Colonial Trust Co / SC 0.00% New 200 $12K
Provenance Wealth Advisors, LLC 0.00% No change 200 $12K
Vision Retirement, LLC 0.00% Reduce -37.1% 185 $11K
City State Bank 0.00% No change 180 $11K
National Bank of Canada 0.00% Reduce -99.7% 182 $11K
Wolff Wiese Magana LLC 0.01% Add +1350.0% 174 $11K
IMG Wealth Management, Inc. 0.01% Add +0.6% 171 $11K
Asset Dedication, LLC 0.00% Reduce -19.8% 162 $10K
Hurley Capital, LLC 0.01% Add +0.7% 156 $10K
Eukles Asset Management 0.00% Add +1.3% 154 $9K
Core Alternative Capital 0.00% No change 150 $9K
Halbert Hargrove Global Advisors, LLC 0.00% New 150 $9K
Creative Capital Management Investments LLC 0.00% No change 148 $9K
Maseco LLP 0.00% Reduce -12.3% 142 $9K
Richard Bernstein Advisors LLC 0.00% Reduce -32.9% 139 $8K
Kilter Group LLC 0.00% No change 138 $8K
Bank & Trust Co 0.01% No change 134 $8K
Piscataqua Savings Bank 0.01% New 130 $8K
DiNuzzo Private Wealth, Inc. 0.00% Add +81.8% 120 $7K
Foster Dykema Cabot & Partners, LLC 0.00% No change 116 $7K
LM Advisors LLC 0.04% Add +37.0% 415 $7K
Private Wealth Management Group, LLC 0.00% No change 110 $7K
Highline Wealth Partners LLC 0.00% Reduce -52.0% 110 $7K
GHP Investment Advisors, Inc. 0.00% No change 110 $7K
American Capital Advisory, LLC 0.00% No change 106 $6K
Aspect Partners, LLC 0.00% No change 102 $6K
Summer Road LLC 0.00% New 100 $6K
Abound Financial, LLC 0.00% Reduce -99.5% 96 $6K
SWAN Capital LLC 0.00% No change 96 $6K
Robinswood Financial LLC 0.00% No change 92 $6K
Curio Wealth, LLC 0.00% Reduce -71.3% 86 $5K
Financial Management Professionals, Inc. 0.00% No change 84 $5K
CDKV Holdings LLC 0.00% No change 80 $5K
Go Invest LLC 0.00% Reduce -28.4% 73 $4K
Ankerstar Wealth, LLC 0.00% Reduce -65.0% 70 $4K
Bogart Wealth, LLC 0.00% Add +21.4% 68 $4K
Kozak & Associates, Inc. 0.00% No change 68 $4K
Aventus Investment Advisors, Inc. 0.00% No change 54 $3K
Advanced Asset Management Advisors Inc 0.00% No change 50 $3K
MPWM Advisory Solutions, LLC 0.00% Add +412.5% 41 $3K
3Chopt Investment Partners, LLC 0.00% New 40 $2K
Banque Transatlantique SA 0.00% New 40 $2K
Lavaca Capital LLC 0.00% Add +2.9% 36 $2K
Minot DeBlois Advisors LLC 0.00% Reduce -50.0% 35 $2K
Transce3nd, LLC 0.02% No change 32 $2K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 28 $2K
Truvestments Capital LLC 0.00% Reduce -12.5% 28 $2K
Arvest Investments, Inc. 0.00% New 21 $1K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 18 $1K
Brandywine Financial Group 0.00% New 15 $919
Portus Wealth Advisors, LLC 0.00% New 14 $870
Vanguard National Trust Co 0.00% — 14 $858
First Pacific Financial 0.00% No change 10 $622
Valued Wealth Advisors LLC 0.00% No change 9 $534
Central Pacific Bank - Trust Division 0.00% No change 2 $123
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -33.1% 332,681 $0

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