SS Energy Select SectorXLEETF

13F holders, Q2 2026 (June 30)
2,045holders −77
136new positions
210sold out
9famous investors
$53.24avg. 13F price*

At the end of Q2 2026, 2,045 institutions reported holding SS Energy Select Sector (XLE) in their 13F filings, down 77 from Q1 2026. 136 opened new positions and 210 sold out. The largest holders were Bank of America Corp. ($2.8B), Morgan Stanley ($1.5B) and JPMorgan Chase & Co. ($992.7M). 9 famous investors held it, including David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
SS Energy Select Sector
Filed as
SELECT SECTOR SPDR TR (Q2 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions136$1.1B
Exits210$1.1B

All 13F filers, Q1 2026 → Q2 2026: 76,958,298 shares bought and 100,175,949 shares sold, net −23,217,651 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,045 holders

Bank of America Corp. 0.18% Add +34.3% 53,253,223 $2.8B
Morgan Stanley 0.08% Reduce -10.5% 29,181,455 $1.5B
JPMorgan Chase & Co. 0.06% Reduce -10.7% 18,527,307 $992.7M
Goldman Sachs Group Inc. 0.10% Reduce -44.5% 18,568,423 $986.2M
Wells Fargo & Company 0.16% Reduce -6.5% 17,004,305 $903.1M
LPL Financial LLC 0.18% Reduce -1.4% 15,224,241 $808.6M
UBS Group AG 0.10% Reduce -19.7% 11,619,663 $617.1M
Envestnet Asset Management Inc. 0.09% Add +38.6% 7,561,300 $401.6M
Ameriprise Financial Inc. 0.08% Add +14.8% 7,547,004 $401.1M
D. E. Shaw & Co. 0.26% Add +45712.7% 7,531,605 $400.0M
Royal Bank of Canada 0.06% Reduce -14.5% 6,938,422 $368.5M
Menora Mivtachim Holdings LTD. 1.43% Reduce -20.6% 6,891,100 $366.0M
Raymond James Financial Inc. 0.09% Add +2.5% 6,032,809 $320.4M
Two Sigma Investments, LP 0.24% New 5,819,502 $309.1M
Barclays PLC 0.09% Reduce -15.4% 5,480,248 $291.1M
Saudi Central Bank 3.27% No change 4,321,004 $249.2M
Migdal Insurance & Financial Holdings Ltd. 1.56% Add +257.9% 4,589,946 $243.8M
Factory Mutual Insurance Co. 2.22% Add +65.9% 4,450,445 $236.4M
Caxton Associates LLP 4.42% New 4,432,763 $235.4M
Hamilton Capital, LLC 11.57% Add +2.1% 4,398,711 $233.6M
Bank of Montreal 0.08% Reduce -23.8% 4,252,768 $225.9M
Osaic Holdings, Inc. 0.25% Add +11.2% 4,027,798 $213.9M
BNP Paribas Financial Markets 0.10% Reduce -42.1% 3,610,313 $191.7M
Susquehanna International Group, LLP 0.14% Reduce -39.6% 3,008,433 $159.8M
Allen Investment Management, LLC 1.83% Add +22.6% 2,900,688 $154.1M
Squarepoint Ops LLC 0.29% Add +133.9% 2,817,819 $149.7M
Main Management Fund Advisors LLC 10.53% Add +283.4% 2,802,700 $148.9M
Citigroup Inc. 0.07% Reduce -71.0% 2,714,640 $144.2M
Millennium Management 0.10% Add +215.9% 2,693,397 $143.0M
Charles Schwab Investment Management Inc. 0.02% Reduce -1.2% 2,657,590 $141.1M
Jane Street Group, LLC 0.09% Add +1617.8% 2,652,560 $140.9M
Cetera Investment Advisers 0.12% Add +3.5% 2,535,993 $134.7M
Wealthfront Advisers LLC 0.25% Reduce -2.9% 2,411,472 $128.1M
Stifel Financial Corp. 0.10% Add +4.9% 2,263,630 $120.2M
HSBC Holdings PLC 0.06% Add +77.0% 2,237,385 $119.6M
Mufg Bank, LTD. 3.27% New 2,191,000 $116.4M
Northern Trust Corp. 0.01% Reduce -2.5% 2,106,774 $111.9M
Citadel Advisors 0.06% Add +152.9% 2,031,148 $107.9M
Qube Research & Technologies Ltd 0.12% Add +133.7% 2,002,260 $106.3M
Cibc World Market Inc. 0.18% Reduce -47.9% 1,985,004 $105.4M
Focus Partners Wealth 0.11% Reduce -36.8% 1,955,523 $103.9M
MML Investors Services, LLC 0.21% Add +44.7% 1,953,117 $103.7M
Main Management ETF Advisors, LLC 2.98% New 1,853,850 $98.5M
State Street Corp. 0.00% Add +85.3% 1,852,648 $98.4M
PGIM Custom Harvest LLC 1.22% Add +0.6% 1,831,848 $97.3M
HighTower Advisors, LLC 0.09% Reduce -11.9% 1,771,737 $94.1M
Cornerstone Advisors, LLC 2.98% Reduce -4.2% 1,702,048 $90.4M
Commonwealth Equity Services, LLC 0.11% Reduce -4.1% 1,665,143 $88.4M
Assetmark, Inc. 0.15% Add +27.9% 1,634,072 $86.8M
J.Safra Asset Management Corp 3.95% Add +0.1% 1,616,362 $85.8M
Capital Investment Advisors, LLC 1.12% Add +2.6% 1,602,586 $85.1M
Bank of Nova Scotia 0.12% Add +96.4% 1,529,567 $81.2M
Phoenix Financial Ltd. 0.55% Reduce -1.4% 1,509,197 $80.2M
Rockefeller Capital Management L.P. 0.11% Reduce -6.2% 1,347,835 $71.6M
Janney Montgomery Scott LLC 0.13% Add +1.7% 1,254,128 $66.6M
EP Wealth Advisors, LLC 0.25% Reduce -2.0% 1,246,522 $66.2M
Varma Mutual Pension Insurance Co 0.34% Reduce -91.5% 1,196,643 $63.6M
Capstone Investment Advisors, LLC 0.57% Add +0.1% 1,164,746 $61.9M
Cambridge Investment Research Advisors, Inc. 0.14% Reduce -8.7% 1,155,057 $61.3M
Baird Financial Group, Inc. 0.08% Reduce -2.3% 1,064,108 $56.5M
Corient Private Wealth LP 0.08% Reduce -11.5% 1,033,858 $54.9M
Cerity Partners LLC 0.07% Add +1.6% 1,024,331 $54.4M
Agf Management Ltd. 0.21% Reduce -0.4% 998,820 $53.0M
Jump Financial, LLC 0.49% Reduce -11.5% 934,555 $49.6M
Mercer Global Advisors Inc. 0.06% Reduce -2.3% 932,699 $49.5M
Truist Financial Corp. 0.06% Add +4.0% 931,846 $49.5M
Jones Financial Companies LLLP 0.02% Reduce -1.8% 913,890 $49.2M
Fifth Third Bancorp 0.08% Reduce -5.0% 926,085 $49.2M
BlackRock, Inc. 0.00% Add +28.7% 858,575 $45.6M
PNC Financial Services Group, Inc. 0.02% Reduce -9.4% 849,282 $45.1M
Renaissance Technologies 0.06% New 832,534 $44.2M
Thrivent Financial for Lutherans 0.07% Add +76.3% 814,308 $43.2M
US Bancorp \de 0.05% Reduce -4.3% 814,122 $43.2M
Tradewinds Capital Management, LLC 7.51% Add +580.2% 795,536 $42.3M
GenTrust, LLC 1.58% Add +2.6% 775,290 $41.2M
Blue Chip Partners, LLC 2.58% Reduce -0.8% 768,144 $40.8M
Forbes J M & Co. LLP 3.20% Reduce -0.5% 765,897 $40.7M
Tocqueville Asset Management L.P. 0.54% Reduce -1.4% 762,726 $40.5M
Walleye Trading LLC 0.56% Reduce -19.2% 761,254 $40.4M
Onyx Bridge Wealth Group LLC 3.58% Add +3756.6% 749,677 $39.8M
Schroder Investment Management Group 0.03% Reduce -70.1% 714,341 $38.3M
Affinity Wealth Management LLC 4.85% Reduce -0.2% 708,338 $37.6M
Steward Partners Investment Advisory, LLC 0.19% Reduce -54.0% 700,172 $37.2M
Kestra Advisory Services, LLC 0.12% Reduce -9.3% 696,314 $37.0M
NewEdge Advisors, LLC 0.11% Add +38.8% 683,316 $36.3M
True Freedom Investing, LLC 2.76% Reduce -3.7% 575,117 $35.2M
RiverFront Investment Group, LLC 0.46% Add +0.2% 661,611 $35.1M
Oakworth Capital, Inc. 1.66% Reduce -3.3% 658,764 $34.9M
HRT Financial LP 0.06% Add +208.2% 649,974 $34.5M
KCM Investment Advisors LLC 1.02% Reduce -0.2% 645,182 $34.3M
Sanctuary Advisors, LLC 0.16% Reduce -4.1% 644,258 $34.2M
Benjamin Edwards Inc. 0.31% Add +407.8% 641,631 $34.1M
Cresset Asset Management, LLC 0.12% Add +2.1% 623,408 $33.1M
Captrust Financial Advisors 0.05% Add +16.0% 610,935 $32.4M
Equitable Trust Co. 1.33% Reduce -2.0% 602,179 $32.0M
Modern Wealth Management, LLC 0.36% Reduce -3.1% 574,550 $30.5M
Northwestern Mutual Wealth Management Co. 0.02% Add +46.4% 574,479 $30.5M
UNIVEST FINANCIAL Corp 1.46% Add +1.9% 560,453 $29.8M
Private Advisor Group, LLC 0.13% Reduce -45.8% 553,518 $29.4M
Mariner, LLC 0.03% Add +6.7% 549,699 $29.2M
Appleton Partners Inc. 1.78% Add +5.0% 546,298 $29.0M
Cadence Wealth Management LLC 12.80% Add +214.9% 537,917 $28.6M
Pinkerton Wealth, LLC 2.39% Reduce -20.4% 454,490 $27.8M
Peapack Gladstone Financial Corp. 0.31% Reduce -0.4% 513,078 $27.3M
Marshall Wace, LLP 0.02% Reduce -64.2% 510,131 $27.1M
Toronto Dominion Bank 0.05% Add +20.3% 508,597 $27.0M
AE Wealth Management LLC 0.12% Reduce -18.0% 503,748 $26.8M
PJT Investments Corp. 8.95% No change 498,205 $26.5M
Brown Advisory Inc. 0.04% Reduce -2.4% 488,480 $25.9M
Municipal Employees' Retirement System of Michigan 0.28% No change 474,882 $25.2M
Schonfeld Strategic Advisors LLC 0.13% Add +366.2% 473,263 $25.1M
CTC LLC 1.42% New 451,784 $24.2M
Van Eck Associates Corp. 0.01% Reduce -47.6% 453,174 $24.1M
Creative Planning 0.01% Reduce -0.9% 449,939 $23.9M
Potomac Fund Management Inc. 0.59% Add +84.8% 444,100 $23.6M
SG Americas Securities, LLC 0.01% Add +44.6% 432,483 $23.0M
Banco BTG Pactual S.A. 3.05% Add +68.8% 431,202 $22.9M
Nan Shan Life Insurance Co., Ltd. 0.71% Add +263.9% 428,299 $22.7M
Ferguson Wellman Capital Management, Inc. 0.27% Reduce -0.5% 421,453 $22.4M
Galvin, Gaustad & Stein, LLC 1.67% Add +24.4% 420,932 $22.4M
W.G. Shaheen & Associates DBA Whitney & Co 1.61% Add +0.8% 414,027 $22.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.47% Add +5.5% 410,035 $21.8M
Trust Asset Management LLC 1.34% Reduce -0.8% 404,235 $21.5M
Unisphere Establishment 0.18% New 400,000 $21.2M
Pathstone Holdings, LLC 0.06% Add +3.9% 389,202 $20.7M
Equitable Holdings, Inc. 0.12% Reduce -26.4% 384,998 $20.4M
MAI Capital Management 0.08% Add +15.1% 382,286 $20.3M
Main Management LLC 1.35% Add +6.6% 379,701 $20.2M
CoreCap Advisors, LLC 0.57% Add +12.7% 364,481 $19.4M
&partners 0.08% Reduce -4.1% 363,667 $19.3M
Acorn Financial Advisory Services Inc. 2.54% Add +5.5% 360,834 $19.2M
Passaic Partners LLC 1.81% New 357,183 $19.0M
Atria Investments, Inc 0.19% Add +64.9% 356,593 $18.9M
Pittenger & Anderson Inc. 0.67% Add +4.5% 353,324 $18.8M
Franklin Resources Inc. 0.00% Reduce -2.3% 352,565 $18.7M
Graham Capital Management, L.P. 0.72% Add +8650.0% 350,000 $18.6M
Quantitative Investment Management, LLC 2.02% New 349,786 $18.6M
SP Asset Management LLC 1.47% Add +0.4% 344,316 $18.3M
Park Avenue Securities LLC 0.11% Add +61.5% 343,880 $18.3M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -0.4% 331,212 $18.0M
Peak Retirement Planning, Inc. 2.77% Add +25.4% 329,503 $17.5M
Integrated Wealth Concepts LLC 0.11% Add +5.6% 320,394 $17.0M
D.A. Davidson & Co. 0.09% Add +4.0% 318,444 $16.9M
IMC-Chicago, LLC 0.16% New 317,947 $16.9M
Landscape Capital Management, L.L.C. 1.09% No change 316,068 $16.8M
Fourpath Capital Management, LLC 2.18% Add +58.3% 311,357 $16.5M
Howland Capital Management LLC 0.59% Add +8.1% 309,943 $16.5M
Blume Capital Management, Inc. 2.43% Reduce -0.2% 308,691 $16.4M
Advisory Services Network, LLC 0.18% Reduce -4.5% 303,902 $16.1M
Arax Advisory Partners 0.11% Add +774.4% 300,296 $15.9M
BlueStem Wealth Partners, LLC 1.56% Reduce -5.3% 295,001 $15.7M
Red Cedar Investment Management, LLC 1.46% Reduce -11.1% 289,711 $15.4M
Trilogy Capital Inc. 0.60% Reduce -9.4% 287,631 $15.3M
Merit Financial Group, LLC 0.09% Add +1.3% 284,961 $15.1M
Advisory Alpha, LLC 0.37% Reduce -11.2% 283,956 $15.1M
Ethos Financial Group, LLC 0.97% Reduce -17.6% 247,104 $14.5M
Blue Trust, Inc. 0.15% Reduce -1.7% 268,791 $14.3M
Proficio Capital Partners LLC 0.51% Add +42.2% 267,530 $14.2M
Blair William & Co. 0.04% Add +18.2% 264,098 $14.0M
Trek Financial, LLC 0.69% Add +148.3% 262,918 $14.0M
Waverly Advisors, LLC 0.08% Reduce -9.0% 260,263 $13.8M
Beacon Pointe Advisors, LLC 0.06% Reduce -26.1% 259,658 $13.8M
Steele Capital Management, Inc. 0.51% Reduce -2.1% 259,203 $13.8M
OneDigital Investment Advisors LLC 0.12% Add +554.9% 256,949 $13.6M
Fielder Capital Group LLC 2.94% Add +1.0% 256,177 $13.6M
Concurrent Investment Advisors, LLC 0.12% Reduce -20.5% 255,960 $13.6M
Oppenheimer & Co. Inc. 0.14% Reduce -15.0% 251,924 $13.4M
Maven Securities LTD 0.93% Reduce -75.0% 249,455 $13.2M
Armstrong Advisory Group, Inc. 0.79% Add +1.9% 244,158 $13.0M
University of Illinois Foundation 2.28% Reduce -60.0% 240,404 $12.8M
Ashton Thomas Private Wealth, LLC 0.27% Add +20.5% 239,479 $12.7M
Concord Investment Counsel Inc. 3.46% Reduce -0.8% 238,584 $12.7M
FIL Ltd 0.01% Reduce -74.2% 238,366 $12.7M
Quantinno Capital Management LP 0.02% Add +49.1% 237,721 $12.6M
Solitude Financial Services 3.49% Add +10.2% 237,235 $12.6M
Hudson Bay Capital Management LP 0.07% Reduce -27.4% 232,900 $12.4M
Confluence Investment Management LLC 0.19% New 230,673 $12.3M
Decker Retirement Planning Inc. 4.14% Add +40.3% 228,903 $12.2M
Wealth Advisors of Iowa, LLC 3.27% Add +796.4% 227,164 $12.1M
Fiduciary Group, LLC 0.95% Add +0.9% 226,899 $12.1M
Vestor Capital, LLC 0.75% Reduce -97.2% 28,169 $12.0M
Jefferies Financial Group Inc. 0.11% Add +8.5% 225,375 $12.0M
Whitcomb & Hess, Inc. 2.59% Add +1.7% 225,353 $12.0M
WealthCare Asset Management, LLC 4.95% Add +97.5% 222,738 $11.8M
Dakota Wealth Management 0.22% Reduce -16.4% 221,336 $11.8M
Mgo One Seven LLC 0.19% Add +17.2% 220,695 $11.7M
Sollinda Capital Management LLC 2.45% Reduce -7.2% 216,098 $11.5M
WESPAC Advisors SoCal, LLC 2.05% Add +0.2% 215,021 $11.4M
Wilmington Savings Fund Society, FSB 0.25% Reduce -2.9% 214,970 $11.4M
CreativeOne Wealth, LLC 0.24% Reduce -44.3% 212,119 $11.3M
AQR Capital Management 0.00% Reduce -79.6% 211,843 $11.3M
Prudent Investors Network, Inc. 2.17% Reduce -32.4% 210,982 $11.2M
WINTON GROUP Ltd 0.36% New 210,863 $11.2M
Tamar Securities, LLC 1.04% Add +23.7% 209,693 $11.1M
Exchange Traded Concepts, LLC 0.05% Reduce -1.3% 209,278 $11.1M
Keybank National Association 0.04% Add +0.2% 208,089 $11.1M
Redhawk Wealth Advisors, Inc. 1.09% Reduce -0.6% 207,527 $11.0M
First Interstate Bank 0.57% Reduce -0.2% 206,153 $10.9M
Granger Management LLC 3.39% No change 205,946 $10.9M
Partners Capital Investment Group, LLP 0.38% Reduce -30.7% 205,262 $10.9M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -65.2% 204,092 $10.8M
Crescent Grove Advisors, LLC 0.91% Reduce -0.1% 201,640 $10.7M
JBF Capital, Inc. 1.39% New 200,000 $10.6M
Arkadios Wealth Advisors 0.16% Add +0.5% 198,251 $10.5M
NTV Asset Management LLC 1.02% Reduce -5.3% 196,871 $10.5M
Vontobel Holding Ltd. 0.03% Reduce -21.9% 196,467 $10.4M
Point72 Asset Management 0.02% Reduce -0.2% 194,861 $10.3M
Pinnacle Financial Partners, Inc. 0.07% Reduce -8.9% 192,568 $10.2M
Ausdal Financial Partners, Inc. 0.39% Reduce -18.6% 189,623 $10.1M
Strategic Equity Management 3.36% Add +12.3% 188,569 $10.0M
Concentric Capital Strategies, LP 0.62% Add +4100.8% 188,488 $10.0M
Ted Buchan & Co 3.26% Add +1.9% 187,481 $10.0M
Busey Bank 0.24% Add +0.4% 187,335 $9.9M
Cerity Partners OCIO LLC 0.50% No change 186,996 $9.9M
Bellwether Advisors, LLC 1.47% Add +439.8% 186,936 $9.9M
J.W. Cole Advisors, Inc. 0.17% Reduce -12.6% 186,006 $9.9M
Lake Hills Wealth Management, LLC 4.45% Add +41.2% 184,271 $9.8M
Foundations Investment Advisors, LLC 0.10% Reduce -38.8% 183,749 $9.8M
Foguth Wealth Management, LLC. 1.11% Add +22.5% 168,340 $9.8M
Madrona Financial Services, LLC 1.80% Add +4.3% 183,490 $9.7M
Oppenheimer Asset Management Inc. 0.10% Add +110.8% 183,465 $9.7M
Toth Financial Advisory Corp. 0.95% Add +7.8% 182,863 $9.7M
Vickerman Investment Advisors, Inc. 1.88% Reduce -11.0% 182,273 $9.7M
Valmark Advisers, Inc. 0.10% Reduce -8.8% 179,688 $9.5M
Biltmore Wealth Management, LLC 2.97% Reduce -3.5% 179,193 $9.5M
Simon Quick Advisors, LLC 0.38% Reduce -1.1% 176,958 $9.4M
FMR LLC 0.00% Reduce -68.2% 176,838 $9.4M
Independent Financial Group, LLC 0.18% Reduce -24.5% 176,610 $9.4M
GTS Securities LLC 0.20% Reduce -67.3% 176,367 $9.4M
Prime Capital Investment Advisors, LLC 0.09% Add +93.6% 175,246 $9.3M
Hilltop Holdings Inc. 0.75% Add +37.8% 174,973 $9.3M
Bar Harbor Wealth Management 0.50% Reduce -2.0% 174,918 $9.3M
Baker Avenue Asset Management, LP 0.18% Reduce -13.0% 173,815 $9.2M
Prospera Financial Services Inc 0.13% Add +11.8% 172,618 $9.2M
Verition Fund Management LLC 0.07% Add +24.1% 171,216 $9.1M
Glenmede Trust Co. NA 0.04% Add +1.5% 171,152 $9.1M
WBH Advisory Inc. 0.60% Add +15.5% 168,827 $9.0M
Chemung Canal Trust Co. 1.65% Reduce -7.3% 167,908 $8.9M
Bryn Mawr Trust Advisors, LLC 0.39% Reduce -3.0% 167,860 $8.9M
Gotham Asset Management 0.02% Add +62.2% 167,707 $8.9M
Warwick Investment Management, Inc. 0.97% Add +0.5% 162,692 $8.6M
Krilogy Financial LLC 0.25% Reduce -1.0% 161,986 $8.6M
Continuum Wealth Advisors, LLC 2.89% Add +6.1% 161,345 $8.6M
Kiker Wealth Management, LLC 3.32% New 159,977 $8.5M
Tudor Investment Corporation 0.03% Reduce -59.9% 158,803 $8.4M
Founders Financial Securities LLC 0.43% Add +38.3% 158,410 $8.4M
Fagan Associates, Inc. 1.03% Reduce -1.0% 158,083 $8.4M
Sigma Planning Corp 0.21% Add +17.0% 157,801 $8.4M
Act Wealth Management, LLC 2.46% Reduce -15.3% 157,572 $8.4M
Lido Advisors, LLC 0.03% Add +18.8% 156,284 $8.3M
J. Goldman & Co LP 0.29% Add +507.9% 155,153 $8.2M
Farther Finance Advisors, LLC 0.06% Add +5.4% 154,804 $8.2M
Summit Financial, LLC 0.09% Reduce -0.0% 151,986 $8.1M
Swan Global Investments, LLC 0.36% Add +0.4% 149,961 $8.0M
Lighthouse Financial Services Inc. 1.66% Reduce -0.7% 149,552 $7.9M
Cercano Management LLC 1.05% No change 148,672 $7.9M
IFP Advisors, Inc 0.14% Add +170.7% 148,671 $7.9M
Royal Fund Management, LLC 0.66% Add +1398.0% 147,897 $7.9M
Hollow Brook Wealth Management LLC 1.56% Reduce -4.3% 147,312 $7.8M
AlTi Global, Inc. 0.16% Reduce -3.7% 146,918 $7.8M
Old National Bancorp 0.16% Reduce -4.0% 146,911 $7.8M
Matrix Private Capital Group LLC 3.35% Add +1.2% 144,817 $7.7M
Cooper Capital Advisors LLC 3.33% Add +3268.8% 144,420 $7.7M
Mizuho Markets Americas LLC 0.14% Add +63.4% 144,169 $7.7M
Scarborough Advisors, LLC 0.88% Reduce -1.0% 132,843 $7.6M
Thomasville National Bank 0.42% — 143,201 $7.6M
Financial Enhancement Group LLC 0.90% Add +3.6% 142,533 $7.6M
Black Swift Group, LLC 1.09% Reduce -18.6% 141,412 $7.5M
Kingsview Wealth Management, LLC 0.09% Reduce -4.6% 141,338 $7.5M
Sequoia Financial Advisors, LLC 0.04% Add +3.4% 141,274 $7.5M
D L Carlson Investment Group Inc. 1.19% Reduce -6.5% 141,025 $7.5M
Commerce Bank 0.03% Reduce -2.1% 140,399 $7.5M
Novare Capital Management LLC 0.53% Reduce -0.4% 139,668 $7.4M
Sharp Wealth Advisory, LLC 3.36% Add +3226.3% 136,380 $7.2M
IMZ Advisory Inc 2.26% Add +21.3% 134,485 $7.1M
January Capital Advisors LLC 5.94% Add +274.6% 133,886 $7.1M
Parallel Advisors, LLC 0.11% Reduce -1.3% 133,842 $7.1M
Bank of New York Mellon Corp 0.00% Reduce -6.3% 133,558 $7.1M
Traynor Capital Management, Inc. 0.33% Add +1.1% 132,831 $7.1M
King Wealth Management Group 0.76% Reduce -1.5% 131,503 $7.0M
Harbour Investments, Inc. 0.09% Reduce -20.5% 131,395 $7.0M
Grove Bank & Trust 0.68% Reduce -47.6% 129,408 $6.9M
Mutual Advisors, LLC 0.13% Reduce -18.9% 129,047 $6.9M
Capital Fund Management S.A. 0.05% Reduce -32.7% 128,950 $6.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -55.4% 128,821 $6.8M
HighPoint Advisor Group LLC 0.24% Add +30.9% 128,162 $6.8M
Savant Capital, LLC 0.02% Add +96.2% 117,435 $6.7M
Magnus Financial Group LLC 0.48% Add +0.6% 125,791 $6.7M
Harel Insurance Investments & Financial Services Ltd. 0.03% Reduce -10.6% 125,837 $6.7M
Fisher Asset Management 0.00% Reduce -16.9% 124,937 $6.6M
One Wealth Map LLC 3.08% Add +3.0% 112,418 $6.6M
Parsons Capital Management Inc. 0.30% Add +2.6% 123,605 $6.6M
Allspring Global Investments Holdings, LLC 0.01% Add +33909.6% 123,795 $6.5M
Miramontes Capital, LLC 2.00% Add +6.1% 120,802 $6.4M
Algorithmic Investment Models, LLC 7.39% Add +6.0% 120,252 $6.4M
Enclave Advisors LLC 0.83% Reduce -10.6% 119,936 $6.4M
Financial Freedom, LLC 2.90% Reduce -0.3% 118,822 $6.3M
Moneywise, Inc. 2.35% Add +16.4% 118,532 $6.3M
Sterling Investment Management, LLC 3.42% New 117,244 $6.2M
GW Henssler & Associates Ltd. 0.28% Add +0.0% 116,556 $6.2M
Ameritas Advisory Services, LLC 0.12% Add +135.1% 116,232 $6.2M
Virtu Financial LLC 0.19% Add +22.4% 115,541 $6.1M
Advyzon Investment Management, LLC 0.43% Reduce -22.4% 112,857 $6.0M
Investors Research Corp 1.07% Reduce -2.9% 112,616 $6.0M
BOS Asset Management, LLC 1.39% Add +9.8% 112,437 $6.0M
NorthRock Partners, LLC 0.09% Add +47.9% 112,406 $6.0M
Bleakley Financial Group, LLC 0.08% Reduce -0.5% 111,775 $5.9M
Scotia Capital Inc. 0.02% Reduce -31.3% 111,544 $5.9M
Evergreen Capital Management LLC 0.10% Reduce -0.9% 111,302 $5.9M
OneAscent Family Office, LLC 2.96% Reduce -18.6% 110,315 $5.9M
Harbour Wealth Management Group, Inc. 3.96% Add +20.1% 110,291 $5.9M
Clear Wave Wealth Management LLC 1.30% Add +46.1% 110,009 $5.8M
Focus Financial Network, Inc. 0.18% Add +15.8% 109,738 $5.8M
Brookstone Capital Management 0.06% Reduce -59.5% 108,941 $5.8M
World Investment Advisors 0.10% Add +20.5% 101,393 $5.7M
Buska Wealth Management, LLC 2.07% Reduce -7.3% 108,127 $5.7M
Envestnet Portfolio Solutions, Inc. 0.03% Add +93.5% 107,973 $5.7M
United Capital Financial Advisors, LLC 0.03% Reduce -1.4% 107,101 $5.7M
Corecam Pte. Ltd. 2.15% New 107,050 $5.7M
Western Wealth Management, LLC 0.19% Reduce -8.0% 106,921 $5.7M
Van Strum & Towne Inc. 1.53% Add +1.7% 105,656 $5.6M
McCollum Christoferson Group LLC 1.62% Reduce -2.6% 104,978 $5.6M
Camelot Technology Advisors, Inc. 3.76% Reduce -9.3% 103,811 $5.5M
IHT Wealth Management, LLC 0.12% Reduce -45.4% 103,750 $5.5M
Kestra Private Wealth Services, LLC 0.06% Reduce -6.7% 103,591 $5.5M
Roundview Capital LLC 0.30% Add +0.5% 102,747 $5.5M
Integrated Advisors Network LLC 0.25% Add +62.1% 102,396 $5.4M
AlphaCore Capital LLC 0.10% Reduce -10.6% 102,010 $5.4M
Aptus Capital Advisors, LLC 0.04% Add +0.7% 101,830 $5.4M
180 Wealth Advisors, LLC 0.54% Reduce -5.3% 101,817 $5.4M
Elevation Point Wealth Partners, LLC 0.10% Add +3.8% 101,332 $5.4M
WealthCare Investment Partners, LLC 1.30% Add +0.8% 100,666 $5.3M
3EDGE Asset Management, LP 0.24% Reduce -9.4% 100,452 $5.3M
Global Retirement Partners, LLC 0.08% — 100,035 $5.3M
Caption Management, LLC 0.19% Add +330.5% 99,516 $5.3M
Creative Financial Designs Inc. 0.25% Add +3.7% 99,434 $5.3M
Canton Hathaway, LLC 1.01% Add +1.1% 99,060 $5.3M
Snowden Capital Advisors LLC 0.12% Add +12.7% 99,051 $5.3M
Signal Advisors Wealth, LLC 0.27% Add +31.3% 98,704 $5.2M
Telos Capital Management, Inc. 0.46% Add +1.6% 98,251 $5.2M
Ami Investment Management Inc. 1.11% Reduce -7.1% 98,137 $5.2M
Principal Securities, Inc. 0.06% Reduce -20.2% 97,683 $5.2M
Rise Advisors, LLC 1.46% Reduce -9.0% 97,371 $5.2M
Evolution Wealth Advisors, LLC 0.60% Reduce -0.9% 97,200 $5.2M
Rockport Wealth LLC 0.87% Reduce -20.5% 97,104 $5.2M
Jupiter Wealth Management LLC 2.06% Reduce -6.6% 96,962 $5.1M
LS Investment Advisors, LLC 0.70% Add +0.0% 96,956 $5.1M
Mountain Hill Investment Partners Corp. 2.91% Add +0.0% 96,624 $5.1M
CWA Asset Management Group, LLC 0.16% Reduce -3.0% 95,331 $5.1M
Flagship Harbor Advisors, LLC 0.19% Add +22.3% 95,238 $5.1M
Pekin Hardy Strauss, Inc. 0.45% Reduce -0.1% 95,113 $5.1M
Maridea Wealth Management LLC 0.54% Reduce -22.4% 94,059 $5.0M
Alliancebernstein L.P. 0.00% Reduce -13.9% 80,981 $5.0M
Allworth Financial LP 0.02% Reduce -0.7% 93,149 $4.9M
Tucker Asset Management LLC 1.21% Add +1.8% 92,467 $4.9M
Hall Capital Management Co. Inc. 1.53% Reduce -8.3% 92,376 $4.9M
Regal Investment Advisors LLC 0.25% Reduce -2.5% 92,183 $4.9M
FOCUS Wealth Advisors, LLC 2.27% Reduce -4.1% 92,091 $4.9M
Gateway Wealth Partners, LLC 0.29% Reduce -32.9% 90,956 $4.8M
Crumly & Associates Inc. 0.92% Reduce -21.3% 90,826 $4.8M
Stephens Inc. 0.05% Reduce -7.6% 89,619 $4.8M
Point Nemo Capital, LLC 2.43% New 90,131 $4.8M
Larson Financial Group LLC 0.13% Add +41.7% 90,081 $4.8M
Stillwater Capital Advisors, LLC 0.49% Reduce -0.2% 89,601 $4.8M
Wealthcare Advisory Partners LLC 0.09% Add +1.4% 89,292 $4.7M
Kingswood Wealth Advisors, LLC 0.19% Reduce -43.6% 89,040 $4.7M
Ieq Capital, LLC 0.02% Reduce -9.2% 88,666 $4.7M
Balyasny Asset Management L.P. 0.01% Reduce -51.2% 88,090 $4.7M
CIBC Bancorp USA Inc. 0.01% Add +107.8% 87,406 $4.6M
Ironwood Wealth Management, Inc. 1.96% Reduce -9.4% 84,594 $4.6M
KMG Fiduciary Partners, LLC 0.43% Add +7.0% 86,492 $4.6M
Horizon Investments, LLC 0.05% Reduce -19.5% 86,355 $4.6M
Stockman Wealth Management, Inc. 0.47% Reduce -3.5% 85,994 $4.6M
Turn8 Private Wealth Inc. 3.05% Reduce -18.3% 80,760 $4.6M
Kovack Advisors, Inc. 0.22% Reduce -21.9% 86,373 $4.6M
Eddie Patel Inc 2.73% Reduce -43.6% 85,920 $4.6M
Madison Asset Management, LLC 0.05% New 85,919 $4.6M
Associated Banc-Corp 0.11% Add +1.2% 84,533 $4.5M
Johnson Investment Counsel Inc. 0.03% Add +8.1% 84,213 $4.5M
Moneco Advisors, LLC 0.27% Add +5.5% 84,003 $4.5M
Fifth Third Securities, Inc. 0.25% Reduce -5.0% 83,698 $4.4M
MRA Advisory Group 1.61% Reduce -1.8% 83,685 $4.4M
Chicago Wealth Management, Inc. 1.57% New 83,157 $4.4M
Pettyjohn, Wood & White, Inc. 0.64% Add +0.6% 83,116 $4.4M
RH Tailwind Management, LLC 2.06% Add +124.3% 83,000 $4.4M
M3 Advisory Group, LLC 2.28% Add +2.1% 82,874 $4.4M
Winthrop Capital Management, LLC 1.06% Add +2.1% 82,707 $4.4M
Financial Guidance Group, Inc. 1.64% Reduce -0.3% 82,447 $4.4M
Compass Wealth Management, LLC 1.74% Add +3.5% 82,385 $4.4M
Lowe Brockenbrough & Co. Inc. 0.19% Reduce -0.4% 82,336 $4.4M
Riggs Asset Managment Co. Inc. 0.78% Reduce -12.3% 82,065 $4.4M
Headlands Technologies LLC 0.46% Reduce -60.6% 81,995 $4.4M
Valor Advisors LLC 3.20% No change 81,790 $4.3M
Performance Wealth Partners, LLC 0.11% Reduce -85.0% 81,626 $4.3M
Grand Central Investment Group 3.62% Reduce -0.3% 81,436 $4.3M
Pinnacle Associates Ltd. 0.05% Reduce -28.8% 81,368 $4.3M
Meridian Wealth Management, LLC 0.13% Reduce -1.1% 81,285 $4.3M
Axxcess Wealth Management, LLC 0.07% Reduce -5.5% 80,669 $4.3M
MMBG Investment Advisors Co. 0.34% Reduce -4.5% 80,460 $4.3M
SBI Okasan Asset Management Co.Ltd. 0.14% New 79,575 $4.3M
Washington Growth Strategies LLC 2.37% No change 80,265 $4.3M
North Star Asset Management Inc. 0.17% Reduce -1.0% 79,852 $4.2M
Strategic Financial Partners, Ltd. 1.60% Add +21.1% 79,834 $4.2M
VestGen Advisors, LLC 0.12% Reduce -6.4% 79,827 $4.2M
Private Wealth Advisors, LLC 1.26% Reduce -0.5% 79,583 $4.2M
CWC Advisors, LLC. 1.87% Reduce -3.2% 79,149 $4.2M
Lee Financial Co 0.54% Reduce -4.1% 78,982 $4.2M
Matrix Trust Co 0.61% Add +6.6% 78,743 $4.2M
Massachusetts Wealth Management 1.59% Add +2.4% 78,541 $4.2M
Wedbush Securities Inc. 0.11% Reduce -5.3% 78,164 $4.2M
High Note Wealth, LLC 0.71% Reduce -2.3% 78,148 $4.2M
Sigma Investment Counselors Inc. 0.20% Reduce -6.0% 78,073 $4.1M
United Bank 1.26% Add +5.9% 78,025 $4.1M
Encompass More Asset Management 0.61% Reduce -3.1% 77,699 $4.1M
Ancora Advisors LLC 0.08% Reduce -3.0% 77,622 $4.1M
Crestwood Advisors Group, LLC 0.06% Reduce -5.0% 77,316 $4.1M
Retirement Planning Group, LLC / NY 2.24% Reduce -2.4% 77,317 $4.1M
Money Concepts Capital Corp. 0.19% Reduce -7.5% 77,227 $4.1M
Financial Sense Advisors, Inc. 0.89% Reduce -1.2% 77,086 $4.1M
First Trust Advisors LP 0.00% Add +4.6% 77,073 $4.1M
Apollon Wealth Management, LLC 0.05% Add +3.9% 76,952 $4.1M
Advisory Solutions Group, LLC 1.40% — 76,885 $4.1M
Independence Wealth Advisors, LLC 2.04% Add +8.8% 76,512 $4.1M
Alphadyne Asset Management LP 0.18% New 76,132 $4.0M
Joseph P. Lucia & Associates, LLC 1.21% Reduce -3.4% 76,024 $4.0M
Innealta Capital, LLC 2.15% Reduce -40.3% 75,787 $4.0M
Edmond DE Rothschild Holding S.A. 0.05% Add +15126.8% 75,525 $4.0M
Spire Wealth Management 0.12% Reduce -18.1% 75,423 $4.0M
Salomon & Ludwin, LLC 0.33% Add +3.2% 74,585 $4.0M
Boston Research & Management Inc. 0.88% Reduce -0.5% 74,398 $4.0M
Innova Wealth Partners 1.63% Reduce -6.5% 74,336 $3.9M
Asset Management Group, Inc. 0.58% Add +0.0% 74,255 $3.9M
Dumont & Blake Investment Advisors LLC 0.88% Reduce -2.2% 74,139 $3.9M
Dynamic Advisor Solutions LLC 0.11% Reduce -10.2% 73,811 $3.9M
Hansen & Associates Financial Group, Inc. 2.23% Add +6.0% 73,290 $3.9M
SWS Partners 0.84% Reduce -2.9% 73,240 $3.9M
Northland Securities, Inc. 2.26% Add +9.4% 73,048 $3.9M
Southern Capital Services Inc. 2.16% Add +14.4% 72,395 $3.8M
Castellan Group 0.42% Reduce -9.7% 71,851 $3.8M
Collaborative Capital Advisors LLC 2.40% — 71,648 $3.8M
Measured Wealth Private Client Group, LLC 0.91% Add +129.3% 70,983 $3.8M
Shaker Investments LLC 1.35% Add +100.7% 70,976 $3.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -80.1% 70,856 $3.8M
Cornerstone Wealth Group, LLC 0.22% Add +2.8% 70,810 $3.8M
Vestmark Advisory Solutions, Inc. 0.04% Add +6.9% 70,747 $3.8M
Wealthspire Advisors, LLC 0.02% Add +39.5% 70,591 $3.7M
Gladstone Institutional Advisory LLC 0.12% Reduce -28.3% 70,551 $3.7M
Capital Investment Advisory Services, LLC 0.23% Reduce -12.6% 70,420 $3.7M
Cauble & Harre Wealth Management, Inc. 2.99% Add +1.8% 70,238 $3.7M
HB Wealth Management, LLC 0.02% Add +69.1% 70,096 $3.7M
West Financial Advisors, LLC 0.56% Reduce -2.5% 69,771 $3.7M
Keystone Global Partners, LLC 1.41% Add +2.6% 69,655 $3.7M
Choreo, LLC 0.04% Add +1.8% 69,587 $3.7M
Citizens Financial Group Inc. 0.04% Add +85.2% 68,082 $3.6M
Stratos Wealth Partners, LTD. 0.04% Reduce -24.6% 67,756 $3.6M
LOM Asset Management Ltd 0.93% Add +1.5% 67,552 $3.6M
Allred Capital Management, LLC 1.17% Reduce -9.4% 67,255 $3.6M
PFG Advisors 0.18% Reduce -75.9% 67,002 $3.6M
Tradewinds, LLC. 0.80% New 241 $3.5M
Intellectus Partners, LLC 0.61% Reduce -0.1% 66,618 $3.5M
Great Valley Advisor Group, Inc. 0.06% Reduce -7.9% 66,481 $3.5M
HMS Capital Management, LLC 1.31% Reduce -1.9% 66,197 $3.5M
Robertson Stephens Wealth Management, LLC 0.09% Reduce -45.4% 65,809 $3.5M
Solstein Capital, LLC 1.20% Add +4.3% 65,781 $3.5M
Credit Industriel Et Commercial 0.64% Add +63.5% 65,747 $3.5M
Fortress Private Ledger, LLC 0.95% Add +264.8% 65,685 $3.5M
Spirepoint Private Client, LLC 0.28% Add +0.9% 65,483 $3.5M
Transamerica Financial Advisors, LLC 0.29% Add +14.6% 65,451 $3.5M
Carnegie Investment Counsel 0.07% Reduce -0.2% 65,259 $3.5M
Titleist Asset Management, LLC 0.23% Add +1.2% 65,179 $3.5M
Investment Advisory Services Inc. /TX 1.00% Add +2.4% 65,153 $3.5M
Beaumont Asset Management, L.L.C. 1.34% Add +23.3% 65,097 $3.5M
Perigon Wealth Management, LLC 0.05% Reduce -52.0% 65,082 $3.5M
O'shaughnessy Asset Management, LLC 0.02% Reduce -15.3% 64,832 $3.4M
Principia Wealth Advisory, LLC 1.71% Add +36.9% 64,427 $3.4M
McKinley Carter Wealth Services, Inc. 0.18% Reduce -4.1% 64,338 $3.4M
Foronjy Financial LLC 1.26% Add +44.9% 64,330 $3.4M
Geneos Wealth Management Inc. 0.07% Reduce -45.0% 64,218 $3.4M
Resonant Capital Advisors, LLC 0.16% Reduce -1.7% 64,145 $3.4M
Zullo Investment Group, Inc. 1.16% Reduce -5.5% 64,112 $3.4M
Balboa Wealth Partners 0.46% Add +9.3% 63,963 $3.4M
Keystone Financial Group 0.20% Add +30.7% 63,859 $3.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -0.6% 63,098 $3.4M
Aft, Forsyth & Sober, LLC 1.06% No change 55,150 $3.4M
Rockland Trust Co. 0.13% Reduce -0.6% 63,561 $3.4M
AlphaStar Capital Management, LLC 0.21% Add +162.3% 63,208 $3.4M
First Merchants Corp. 0.12% Reduce -4.0% 63,142 $3.4M
Evercore Wealth Management, LLC 0.05% Add +88.7% 63,004 $3.3M
Trust Co. of Oklahoma 0.86% Reduce -1.6% 62,685 $3.3M
Optiver Holding B.V. 0.05% Reduce -95.5% 61,818 $3.3M
Pine Valley Investments Ltd Liability Co 0.14% Reduce -5.1% 61,794 $3.3M
Skylands Capital, LLC 0.40% Reduce -3.8% 61,650 $3.3M
Regions Financial Corp. 0.02% Reduce -31.9% 60,868 $3.2M
Fifth Third Wealth Advisors LLC 0.09% Reduce -6.5% 60,805 $3.2M
Greenline Partners, LLC 0.33% Reduce -2.4% 60,401 $3.2M
Alerus Financial NA 0.14% Reduce -24.1% 60,389 $3.2M
Castle Rock Wealth Management, LLC 0.63% Add +6.6% 60,613 $3.2M
Spectrum Asset Management, Inc. (NB/CA) 0.89% Add +2.3% 60,038 $3.2M
Joel Isaacson & Co., LLC 0.09% Add +0.5% 59,701 $3.2M
Uptick Partners, LLC 0.49% Add +15.3% 59,546 $3.2M
Knollwood Investment Advisory, LLC 0.28% No change 59,440 $3.2M
Aspen Investment Management Inc 0.85% Add +0.2% 59,349 $3.2M
Westside Investment Management, Inc. 0.41% Add +0.4% 59,294 $3.1M
Financial Discovery Group Inc. 6.71% Add +25.9% 59,273 $3.1M
Herold Advisors, Inc. 0.62% Reduce -0.5% 59,269 $3.1M
Capstone Wealth Management Group, Inc. 1.88% — 58,866 $3.1M
Herbst Group, LLC 1.70% Reduce -42.4% 58,808 $3.1M
Valicenti Advisory Services Inc. 0.59% Reduce -0.8% 58,710 $3.1M
First Nebraska Trust Co 0.25% Add +2.6% 58,563 $3.1M
Fidelis Capital Partners, LLC 0.18% Add +27.3% 58,563 $3.1M
Avior Wealth Management, LLC 0.08% Add +29.0% 58,591 $3.1M
Simmons Bank 0.18% Add +4.6% 58,391 $3.1M
WASHINGTON TRUST Co 0.10% Add +1.3% 57,998 $3.1M
Visionary Wealth Advisors 0.12% Reduce -25.7% 57,951 $3.1M
Capital Advisors, Ltd. LLC 0.31% Add +1.1% 57,924 $3.1M
CMG Global Holdings, LLC 1.30% Reduce -0.2% 57,780 $3.1M
Sutton Place Investors LLC 1.48% Add +0.7% 57,635 $3.1M
Ibex Wealth Advisors 0.24% Add +23.9% 57,609 $3.1M
CENTRAL TRUST Co 0.06% Add +0.8% 57,587 $3.1M
David Kennon Inc 1.01% New 57,428 $3.1M
Insigneo Advisory Services, LLC 0.11% Reduce -5.5% 57,191 $3.0M
TD Waterhouse Canada Inc. 0.01% Reduce -47.1% 57,355 $3.0M
Avalon Capital Management 0.71% New 56,795 $3.0M
Sowell Financial Services LLC 0.10% Reduce -13.5% 56,717 $3.0M
Cape Cod Five Cents Savings Bank 0.24% — 56,583 $3.0M
Arta Finance Wealth Management LLC 1.28% Add +35.1% 56,521 $3.0M
Centiva Capital, LP 0.10% Add +134.0% 56,476 $3.0M
Petix & Botte Co 0.60% Add +71.9% 56,424 $3.0M
Ignite Planners, LLC 0.41% Add +1.8% 55,993 $3.0M
DV Trading LLC 0.24% Reduce -3.2% 55,796 $3.0M
Capital Wealth Planning, LLC 0.01% Add +852.3% 55,769 $3.0M
McGuire Investment Group, LLC 0.26% Add +0.6% 55,689 $3.0M
Simplicity Wealth,LLC 0.10% Add +137.6% 55,649 $3.0M
Beacon Financial Group 0.27% Reduce -1.6% 55,496 $2.9M
Hancock Whitney Corp. 0.05% Add +7.0% 54,984 $2.9M
Ameraudi Asset Management, Inc. 1.32% Reduce -10.9% 54,834 $2.9M
Vaughan David Investments LLC 0.06% Add +48.1% 54,712 $2.9M
Waldron Private Wealth LLC 0.10% Reduce -7.2% 54,697 $2.9M
Farmers & Merchants Trust Co of Chambersburg PA 0.74% Add +0.9% 54,618 $2.9M
Certified Advisory Corp 0.23% Reduce -12.2% 54,537 $2.9M
Targeted Financial Services LLC 2.14% Add +28.8% 54,477 $2.9M
First Business Financial Services, Inc. 0.22% No change 54,244 $2.9M
Independent Wealth Network Inc. 0.73% Add +19.9% 54,130 $2.9M
Symmetry Partners, LLC 0.15% Add +522.3% 53,921 $2.9M
Community Bank, N.A. 0.31% Reduce -1.8% 53,913 $2.9M
Walser Wealth Management Company, A Ltd Liability Co 1.19% Add +963.1% 53,741 $2.9M
Institute for Wealth Management, LLC. 0.25% Reduce -1.4% 53,687 $2.9M
Variant Private Wealth, LLC 3.20% Add +0.6% 53,573 $2.8M
StoneX Group Inc. 0.11% Add +77.4% 52,938 $2.8M
JBR Co Financial Management Inc 1.03% Reduce -5.1% 52,903 $2.8M
Rothschild Capital Partners, LLC 0.60% Add +0.7% 52,848 $2.8M
XTX Topco Ltd 0.04% Add +115.1% 52,722 $2.8M
Huntington National Bank 0.02% Reduce -6.8% 52,680 $2.8M
RFG Advisory, LLC 0.04% Reduce -40.3% 52,667 $2.8M
Belpointe Asset Management LLC 0.09% Reduce -25.2% 52,603 $2.8M
NewEdge Wealth, LLC 0.03% Add +75.4% 52,488 $2.8M
Panoramic Investment Advisors, LLC 1.32% Reduce -1.0% 52,133 $2.8M
Kingstone Capital Partners Texas, LLC 1.47% Reduce -1.9% 52,095 $2.8M
Pettinga Financial Advisors LLC 0.44% Add +9.8% 52,062 $2.8M
Orange Investment Advisors, Inc. 0.34% Reduce -1.9% 51,987 $2.8M
Planwiser Financial, LLC 1.91% Add +12.3% 51,665 $2.7M
Fragasso Financial Advisors Inc 0.15% Add +23.5% 51,442 $2.7M
Strategic Financial Group, LLC 2.61% Add +1.0% 51,311 $2.7M
Premier Path Wealth Partners, LLC 0.31% Reduce -1.6% 51,242 $2.7M
Hardin Capital Partners, LLC 1.26% Reduce -2.5% 50,872 $2.7M
Thor Trading Advisors, LLC 0.85% Reduce -66.9% 51,086 $2.7M
Ayalon Insurance Comp Ltd. 0.33% Add +48.2% 50,824 $2.7M
M&T Bank Corp 0.01% Reduce -2.8% 50,367 $2.7M
Susquehanna Advisors Group, Inc. 0.11% New 50,000 $2.7M
Prudential Financial Inc. 0.00% No change 50,000 $2.7M
Northstar Advisory Group, LLC 0.82% Add +179.4% 49,949 $2.7M
Banque Pictet & Cie SA 0.03% Reduce -52.9% 49,900 $2.7M
Midwest Trust Co 0.03% Reduce -3.0% 49,896 $2.6M
Essex LLC 0.40% Reduce -0.4% 49,834 $2.6M
Hollencrest Capital Management 0.17% Reduce -0.0% 49,766 $2.6M
Independence Bank of Kentucky 0.30% Add +0.8% 49,649 $2.6M
ES4, LLC 1.38% Add +16.1% 49,464 $2.6M
Neuberger Berman Group LLC 0.00% Add +26.6% 49,456 $2.6M
Patten & Patten Inc. 0.14% Add +16.7% 49,076 $2.6M
Bank of New Hampshire 0.54% Reduce -2.3% 48,283 $2.6M
BigSur Wealth Management LLC 0.62% Reduce -16.8% 48,280 $2.6M
Mesirow Financial Investment Management, Inc. 0.04% Add +0.5% 47,789 $2.5M
Orion Porfolio Solutions, LLC 0.02% Add +11.0% 47,704 $2.5M
PFG Investments, LLC 0.10% Reduce -7.0% 47,696 $2.5M
Cullen/Frost Bankers, Inc. 0.02% Reduce -0.3% 47,654 $2.5M
Clarus Wealth Advisors 0.97% Add +8.2% 45,485 $2.5M
CFC Planning Co LLC 1.49% Add +1206.7% 47,368 $2.5M
Blue Bell Private Wealth Management, LLC 0.31% Reduce -0.3% 47,261 $2.5M
Transcend Capital Advisors, LLC 0.17% Add +7.9% 47,205 $2.5M
Jennison Associates LLC 0.00% Add +6.5% 46,878 $2.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.06% Reduce -71.0% 46,760 $2.5M
LifePlan Financial, LLC 1.74% Reduce -2.4% 46,713 $2.5M
Global Strategic Investment Solutions, LLC 0.22% Add +0.3% 46,417 $2.5M
Tidal Investments LLC 0.01% Reduce -96.5% 46,152 $2.5M
Corecam AG 2.09% New 46,040 $2.4M
Cornerstone Wealth Management, LLC 0.10% Add +2.0% 45,939 $2.4M
Philadelphia Investment Partners, LLC 1.51% Reduce -1.0% 45,674 $2.4M
Vident Advisory, LLC 0.02% Reduce -46.3% 45,600 $2.4M
Meiji Yasuda Life Insurance Co 0.08% New 45,517 $2.4M
Advisors Management Group Inc. 0.40% Reduce -0.1% 45,391 $2.4M
Atlantic Union Bankshares Corp 0.04% Add +2.3% 45,357 $2.4M
Meitav Investment House Ltd. 0.02% Reduce -14.7% 45,321 $2.4M
Burns J W & Co. Inc. 0.25% Reduce -1.9% 45,312 $2.4M
Buck Wealth Strategies, LLC 0.25% Add +466.0% 45,173 $2.4M
Whittier Trust Co. 0.02% Add +18.9% 44,981 $2.4M
Nations Financial Group Inc, /Ia/ 0.11% Reduce -5.5% 44,678 $2.4M
TCV Trust & Wealth Management, Inc. 0.18% Reduce -4.3% 44,514 $2.4M
Advisor OS, LLC 0.16% Reduce -4.5% 44,380 $2.4M
Bluespring Wealth Management, LLC 0.05% Add +22.7% 44,282 $2.4M
Intrinsic Value Partners, LLC 1.60% Add +6.3% 44,102 $2.3M
Level Four Advisory Services, LLC 0.07% Reduce -1.7% 44,033 $2.3M
Estate Counselors, LLC 0.20% Reduce -22.3% 43,690 $2.3M
Purus Wealth Management, LLC 0.64% Reduce -1.4% 43,661 $2.3M
Koshinski Asset Management, Inc. 0.12% Reduce -12.8% 43,624 $2.3M
JFS Wealth Advisors, LLC 0.12% Add +4.9% 43,549 $2.3M
Sovran Advisors, LLC 0.17% Add +19.0% 40,169 $2.3M
Fairfield Financial Advisors, LTD 0.91% Reduce -2.2% 43,449 $2.3M
Engineers Gate Manager LP 0.03% New 43,342 $2.3M
CTC Alternative Strategies, Ltd. 3.31% New 43,215 $2.3M
Paladin Partners, LLC 1.51% No change 43,110 $2.3M
Laurel Wealth Advisors LLC 0.22% Add +2.0% 43,081 $2.3M
Boltwood Capital Management 0.52% Reduce -0.1% 42,976 $2.3M
Fullerton Fund Management Co Ltd. 0.15% Reduce -92.7% 42,800 $2.3M
Frisch Financial Group, Inc. 0.39% Reduce -5.5% 42,676 $2.3M
Matauro, LLC 0.30% Add +53.9% 42,569 $2.3M
Odyssey Capital Advisors, Inc. 1.62% Add +5.1% 42,530 $2.3M
Vise Technologies, Inc. 0.03% Add +215.9% 42,497 $2.3M
Avondale Wealth Management 0.92% Add +0.6% 42,426 $2.3M
Venturi Wealth Management, LLC 0.09% Reduce -5.4% 42,205 $2.2M
ExodusPoint Capital Management, LP 0.02% New 42,200 $2.2M
Two Sigma Securities, LLC 0.19% New 42,002 $2.2M
Procyon Advisors, LLC 0.10% Reduce -6.7% 41,909 $2.2M
Stratos Wealth Advisors, LLC 0.12% Reduce -13.9% 41,810 $2.2M
Croban 0.98% Add +1.2% 41,751 $2.2M
Wincap Financial LLC 1.19% Add +9.5% 41,560 $2.2M
Marex Group Ltd 0.02% Add +68.0% 41,460 $2.2M
Colton Groome Financial Advisors, LLC 0.53% Add +8.3% 41,391 $2.2M
1607 Capital Partners, LLC 0.19% Reduce -42.2% 41,370 $2.2M
SCS Capital Management LLC 0.02% Add +0.0% 41,345 $2.2M
Granite Harbor Advisors, Inc. 0.88% Reduce -2.1% 41,296 $2.2M
Atlas Capital Advisors Inc. 0.24% Add +37.3% 41,186 $2.2M
GeoWealth Management, LLC 0.07% Add +30.3% 40,945 $2.2M
Pines Wealth Management, LLC 0.62% Reduce -12.9% 40,846 $2.2M
Dorsey & Whitney Trust CO LLC 0.11% Reduce -0.8% 40,825 $2.2M
IFG Advisory, LLC 0.08% New 40,796 $2.2M
Cornerstone Advisory, LLC 0.18% New 40,750 $2.2M
Birch Hill Investment Advisors LLC 0.09% Reduce -6.6% 40,735 $2.2M
Asset Allocation Strategies LLC 0.33% Add +3.9% 40,724 $2.2M
EPG Wealth Management LLC 0.52% Add +3.3% 40,484 $2.2M
Camarda Financial Advisors, LLC 0.64% Add +1.6% 40,132 $2.1M
Natixis 0.01% Add +92.6% 40,007 $2.1M
Balefire, LLC 0.35% Add +39.2% 39,989 $2.1M
SouthState Bank Corp 0.09% Reduce -3.7% 39,930 $2.1M
Cladis Investment Advisory, LLC 0.99% Reduce -0.6% 39,795 $2.1M
Cooksen Wealth, LLC 1.33% Reduce -5.1% 39,791 $2.1M
WCG Wealth Advisors LLC 0.05% Add +5.1% 39,778 $2.1M
Lyell Wealth Management, LP 0.13% Reduce -9.6% 39,708 $2.1M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Reduce -66.8% 39,218 $2.1M
Strategy Asset Managers LLC 0.31% Add +0.7% 39,120 $2.1M
Ring Mountain Capital, LLC 0.87% Add +0.1% 39,080 $2.1M
Garden State Investment Advisory Services LLC 0.41% Reduce -0.7% 39,064 $2.1M
Butensky & Cohen Financial Security, Inc. 0.51% Reduce -2.5% 39,050 $2.1M
Personal Cfo Solutions, LLC 0.30% Add +0.8% 39,007 $2.1M
Marion Wealth Management 0.42% Reduce -1.2% 38,996 $2.1M
White Pine Investment CO 0.44% Add +1.0% 38,970 $2.1M
SteelPeak Wealth, LLC 0.05% Add +71.8% 38,892 $2.1M
E&G Advisors, LLC 0.40% Reduce -0.4% 38,824 $2.1M
Wealth Advisory Solutions, LLC 0.42% Reduce -8.1% 38,679 $2.1M
True North Advisors, LLC 0.20% No change 38,601 $2.1M
Martin & Co. Inc. 0.32% Reduce -0.5% 38,518 $2.0M
Natixis Advisors, LLC 0.00% Add +33.3% 38,503 $2.0M
DAVENPORT & Co LLC 0.01% Reduce -10.5% 38,273 $2.0M
First American Bank 0.11% Reduce -1.3% 38,242 $2.0M
Florida Financial Advisors, LLC 0.34% Reduce -30.7% 38,109 $2.0M
Continental Advisors LLC 1.18% No change 38,000 $2.0M
Lane Brothers & Co. Inc. 1.32% Reduce -1.7% 37,866 $2.0M
Diversify Advisory Services, LLC 0.03% Add +279.6% 34,445 $2.0M
Diversify Wealth Management, LLC 0.03% Add +1.1% 34,445 $2.0M
Legend Financial Advisors, Inc. 1.14% Reduce -14.4% 37,749 $2.0M
MSH Capital Advisors LLC 0.35% Add +0.2% 37,704 $2.0M
Orca Investment Management, LLC 1.45% New 37,661 $2.0M
LuminArx Capital Management LP 1.19% Add +275.0% 37,500 $2.0M
Twin Tree Management, LP 0.31% Reduce -49.7% 37,245 $2.0M
FSA Investment Group, LLC 0.64% Add +44.0% 37,154 $2.0M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.18% Reduce -33.6% 37,030 $2.0M
Apollon Financial, LLC 0.23% Add +4.2% 36,975 $2.0M
Essential Partners LLC 0.90% Add +8.7% 36,908 $2.0M
Freestone Capital Holdings, LLC 0.05% Add +9.8% 36,564 $1.9M
Okabena Investment Services Inc. 0.35% Add +0.9% 36,561 $1.9M
Peddock Capital Advisors, LLC 0.39% Reduce -4.0% 36,505 $1.9M
Pinnacle Wealth Planning Services, Inc. 0.18% No change 36,496 $1.9M
Cary Street Partners Financial LLC 0.04% Add +12.1% 36,446 $1.9M
Midwest Financial Group LLC 0.68% Reduce -9.9% 36,295 $1.9M
Cannell & Spears LLC 0.03% No change 36,196 $1.9M
J. Safra Sarasin Holding AG 0.03% Add +78.3% 33,305 $1.9M
Fiduciary Trust Co 0.02% No change 36,006 $1.9M
Joule Financial, LLC 0.52% Reduce -5.7% 35,964 $1.9M
Integrity Alliance, Llc. 0.06% Reduce -13.8% 35,955 $1.9M
Guggenheim Capital LLC 0.01% No change 35,882 $1.9M
CX Institutional 0.05% Reduce -1.7% 35,602 $1.9M
WealthPlan Investment Management, LLC 0.09% Reduce -5.6% 35,605 $1.9M
International Assets Investment Management, LLC 0.11% Reduce -28.5% 35,800 $1.9M
Legacy Wealth Partners, LLC 0.42% Add +17.9% 35,374 $1.9M
Chevy Chase Trust Holdings, LLC 0.00% Add +0.6% 35,363 $1.9M
Acropolis Investment Management, LLC 0.07% Add +9.9% 34,944 $1.9M
Thrive Capital Management, LLC 0.35% Reduce -4.3% 34,534 $1.8M
Shikiar Asset Management Inc. 0.51% Reduce -7.6% 34,525 $1.8M
Valeo Financial Advisors, LLC 0.04% Reduce -0.0% 34,507 $1.8M
Moors & Cabot, Inc. 0.07% Add +17.0% 34,481 $1.8M
TD Private Client Wealth LLC 0.03% Reduce -8.3% 34,473 $1.8M
Oasis Advisors, LLC 1.19% Reduce -95.8% 34,450 $1.8M
Nelson Capital Management, LLC 0.20% Reduce -0.5% 34,359 $1.8M
Meridian Investment Counsel Inc. 0.39% Add +18.6% 34,348 $1.8M
Private Capital Management, LLC 0.16% Reduce -5.0% 34,057 $1.8M
Iyo Bank, Ltd. 0.55% No change 33,949 $1.8M
Silphium Asset Management Ltd 0.61% Reduce -40.4% 33,920 $1.8M
Nwam LLC 0.09% Reduce -28.6% 33,873 $1.8M
Csenge Advisory Group 0.07% Add +1.6% 33,826 $1.8M
Invst, LLC 0.18% Add +131.0% 33,812 $1.8M
Smith Chas P & Associates Pa Cpas 0.09% No change 33,796 $1.8M
Calton & Associates, Inc. 0.26% Add +31.1% 33,786 $1.8M
Thayer Partners, LLC / MA 0.74% Reduce -4.8% 33,759 $1.8M
SBI Securities Co., Ltd. 0.04% Reduce -34.5% 33,536 $1.8M
Centaurus Financial, Inc. 0.07% Add +8.7% 33,516 $1.8M
National Philanthropic Trust 0.03% Add +13.4% 33,476 $1.8M
Daymark Wealth Partners, LLC 0.04% Add +40.7% 33,407 $1.8M
First Horizon Corp. 0.07% Reduce -9.1% 33,344 $1.8M
Cache Advisors, LLC 0.15% No change 33,338 $1.8M
Jacobi Capital Management LLC 0.09% Add +0.3% 33,260 $1.8M
Fiduciary Alliance LLC 0.12% Reduce -1.6% 33,141 $1.8M
Wexford Capital LP 0.24% No change 33,138 $1.8M
Advocate Investing Services LLC 1.35% Reduce -3.8% 32,945 $1.7M
Montag A & Associates Inc. 0.07% Reduce -0.1% 32,879 $1.7M
Retirement Planning Group, LLC 0.04% Reduce -10.6% 32,841 $1.7M
Clearstead Advisors, LLC 0.02% Add +1.4% 32,689 $1.7M
Tiff Advisory Services, LLC 0.43% Reduce -81.4% 32,671 $1.7M
Everest Financial Group LLC 0.23% Reduce -3.0% 32,569 $1.7M
Main Street Financial Solutions, LLC 0.11% Add +8.5% 32,508 $1.7M
Perennial Investment Advisors, LLC 0.11% Add +2.0% 32,419 $1.7M
Capital Investment Counsel, LLC 0.21% Add +2.8% 32,409 $1.7M
Seeds Investor LLC 0.18% New 32,307 $1.7M
Comprehensive Wealth Management, LLC 0.78% Add +813.2% 32,273 $1.7M
Compass Financial Group, Inc. 0.72% Add +0.4% 31,966 $1.7M
United Asset Strategies, Inc. 0.12% Reduce -5.4% 31,894 $1.7M
Sax Wealth Advisors, LLC 0.07% Reduce -3.3% 27,596 $1.7M
Contravisory Investment Management, Inc. 0.30% Reduce -14.9% 31,742 $1.7M
Acorns Advisers, LLC 0.01% Add +14.6% 31,575 $1.7M
YHB Investment Advisors, Inc. 0.11% Add +35.1% 31,560 $1.7M
Balentine LLC 0.06% Reduce -34.6% 31,543 $1.7M
RCW Management, LLC 1.50% Reduce -0.3% 31,531 $1.7M
First Manhattan Co. Llc. 0.00% Reduce -4.0% 31,528 $1.7M
Sterling Investment Counsel, LLC 0.39% Reduce -15.2% 31,515 $1.7M
Maltin Wealth Management, Inc. 0.56% Add +6.6% 31,472 $1.7M
L. Roy Papp & Associates, LLP 0.18% Add +3.5% 31,373 $1.7M
AMG National Trust Bank 0.03% Reduce -27.3% 31,336 $1.7M
Fourth Dimension Wealth, LLC 0.53% Add +2.4% 31,324 $1.7M
Bokf, NA 0.02% Add +8.2% 31,217 $1.7M
Intesa Sanpaolo Wealth Management 0.33% Add +3000.0% 31,000 $1.6M
Syon Capital LLC 0.07% Reduce -17.5% 30,996 $1.6M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 1.16% Reduce -0.8% 30,969 $1.6M
Americana Partners, LLC 0.04% Reduce -2.1% 30,948 $1.6M
Rossby Financial, LCC 0.30% Add +10.1% 30,864 $1.6M
Royal Harbor Partners, LLC 0.51% New 30,808 $1.6M
Ironwood Financial, llc 0.26% Add +6.4% 28,775 $1.6M
Cypress Capital Group 0.15% Reduce -7.7% 30,652 $1.6M
Calamos Wealth Management LLC 0.05% Reduce -8.2% 30,359 $1.6M
Atlantic Private Wealth, LLC 0.99% Reduce -46.2% 30,332 $1.6M
High Point Wealth Management, LLC 1.34% Add +1.6% 30,188 $1.6M
Merkkuri Wealth Advisors LLC 0.98% Reduce -38.3% 29,852 $1.6M
Becker Capital Management Inc. 0.04% Add +0.0% 29,746 $1.6M
Lynx Investment Advisory 0.52% Add +0.2% 29,691 $1.6M
Spectrum Strategic Capital Management, LLC 0.77% Reduce -16.1% 29,324 $1.6M
Capital Analysts, LLC 0.04% Add +2.0% 29,315 $1.6M
Retirement Income Solutions, Inc. 0.27% No change 25,251 $1.5M
Verdence Capital Advisors LLC 0.08% Reduce -17.6% 29,087 $1.5M
Smith, Moore & Co. 0.10% Reduce -11.3% 29,068 $1.5M
SIH Partners, LLLP 0.06% Reduce -46.2% 29,000 $1.5M
Monetary Management Group Inc. 0.32% Reduce -8.8% 28,914 $1.5M
Forza Wealth Management, LLC 0.47% No change 28,700 $1.5M
Ellis Investment Partners, LLC 0.23% Add +9.2% 28,574 $1.5M
UMB Bank, n.a. 0.02% Reduce -12.7% 28,350 $1.5M
Aries Wealth Management 0.29% Reduce -2.1% 28,148 $1.5M
Bison Wealth, LLC 0.14% Add +14.4% 28,123 $1.5M
Thoroughbred Financial Services, LLC 0.07% Reduce -2.2% 28,133 $1.5M
Harbor Investment Advisory, LLC 0.10% Reduce -1.2% 27,968 $1.5M
Hilltop Partners LLC 0.36% New 27,911 $1.5M
Cardiff Park Advisors, LLC 0.11% Add +0.1% 27,792 $1.5M
First National Bank of Omaha 0.04% Reduce -3.3% 27,502 $1.5M
CRA Financial Services, LLC 0.17% Add +1.3% 27,697 $1.5M
HBW Advisory Services LLC 0.13% Reduce -40.0% 27,562 $1.5M
GWN Securities Inc. 0.24% Add +19.9% 27,549 $1.5M
Crews Bank & Trust 0.19% Reduce -0.8% 27,401 $1.5M
Afg Fiduciary Services Limited Partnership 1.14% Reduce -7.8% 27,251 $1.5M
Collaborative Wealth Managment Inc. 0.61% Reduce -2.0% 27,275 $1.4M
Grandview Asset Management LLC 0.36% Reduce -0.7% 27,263 $1.4M
DeepCurrents Investment Group LLC 1.86% New 27,185 $1.4M
Atlatl Advisers LLC 0.34% New 27,173 $1.4M
Willis Johnson & Associates, Inc. 0.08% Reduce -22.7% 27,168 $1.4M
Gainplan LLC 0.57% Add +14.4% 27,098 $1.4M
Copia Wealth Management 0.86% Add +21.2% 27,058 $1.4M
Leuthold Group, LLC 0.14% Add +346.0% 26,969 $1.4M
Kelleher Financial Advisors 0.20% Add +38.3% 26,908 $1.4M
Curat Global, LLC 1.17% Add +23.1% 24,604 $1.4M
Matthew Goff Investment Advisor, LLC 0.24% Add +0.5% 26,875 $1.4M
Archford Capital Strategies, LLC 0.14% Reduce -1.4% 26,829 $1.4M
Capital Advisors Inc. 0.02% Reduce -8.4% 26,792 $1.4M
Platform Technology Partners 0.23% Reduce -3.1% 26,583 $1.4M
Vanguard Capital Wealth Advisors 0.95% New 26,406 $1.4M
Mason Investment Advisory Services, Inc. 0.05% Add +396.3% 26,388 $1.4M
Heritage Wealth Advisors 0.05% No change 26,335 $1.4M
First National Trust Co 0.05% Reduce -5.3% 26,299 $1.4M
Callan Family Office, LLC 0.03% Reduce -0.6% 26,259 $1.4M
McAdam, LLC 0.05% Add +11.4% 26,234 $1.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.15% Reduce -14.7% 26,173 $1.4M
Palisade Asset Management, LLC 0.13% Reduce -0.9% 26,120 $1.4M
Occidental Asset Management, LLC 0.14% Add +252.6% 26,114 $1.4M
Somerset Group LLC 0.97% Add +0.2% 25,164 $1.4M
Fairvoy Private Wealth, LLC 0.28% Reduce -19.0% 26,054 $1.4M
Group One Trading LLC 0.04% New 26,043 $1.4M
Cinctive Capital Management LP 0.06% New 26,040 $1.4M
Cabana LLC 10.34% Reduce -1.5% 25,829 $1.4M
Keel Point, LLC 0.08% Reduce -4.4% 25,830 $1.4M
Caprock Group, LLC 0.03% Reduce -19.2% 25,708 $1.4M
Arkos Global Advisors 0.16% Add +5.1% 25,443 $1.4M
Atlas Legacy Advisors, LLC 0.20% Add +17.2% 25,392 $1.3M
Disciplina Capital Management LLC 0.14% No change 25,305 $1.3M
Signature Wealth Management Partners, LLC 0.63% Reduce -1.7% 25,270 $1.3M
Opinicus Capital, Inc. 0.72% Reduce -3.5% 25,249 $1.3M
Ulysses Management LLC 0.46% New 25,000 $1.3M
Wilson & Boucher Capital Management, LLC 0.78% Reduce -1.6% 24,903 $1.3M
B. Riley Wealth Advisors, Inc. 0.07% Add +21.6% 24,617 $1.3M
Sprott Inc. 0.04% Reduce -32.4% 24,814 $1.3M
CPC Advisors, LLC 0.18% Add +6.2% 24,628 $1.3M
City Center Advisors, LLC 1.06% Add +23.1% 24,578 $1.3M
Bailard, Inc. 0.03% Reduce -7.1% 24,515 $1.3M
One Plus One Wealth Management, LLC 0.57% No change 24,477 $1.3M
Old Second National Bank of Aurora 0.24% Reduce -30.6% 24,385 $1.3M
Mission Wealth Management, LP 0.02% Add +47.9% 24,323 $1.3M
Evernest Financial Advisors, LLC 0.27% Reduce -0.0% 24,313 $1.3M
Cushing Capital Partners, LLC 0.89% Add +6.0% 24,223 $1.3M
Savvy Advisors, Inc. 0.03% Add +4.8% 24,220 $1.3M
Spinnaker Investment Group, LLC 0.21% Add +32.0% 24,192 $1.3M
Betterment LLC 0.00% Add +33.5% 24,169 $1.3M
Brighton Jones LLC 0.02% Reduce -2.0% 24,115 $1.3M
Capital Wealth Alliance, LLC 0.59% Add +2.8% 24,086 $1.3M
Fermata Advisors, LLC 0.26% Add +10.2% 23,933 $1.3M
Sharper & Granite LLC 0.39% Add +12.7% 23,880 $1.3M
Bessemer Group Inc. 0.00% Add +29.6% 23,814 $1.3M
Chesapeake Wealth Management 0.35% Reduce -5.3% 23,653 $1.3M
Peoples Bank 1.22% Add +0.1% 23,614 $1.3M
Legacy Private Trust Co. 0.07% Add +20.5% 23,220 $1.2M
Powell Investment Advisors, LLC 0.39% Add +0.5% 23,050 $1.2M
OpenArc Corporate Advisory, LLC 0.01% Add +25.6% 23,026 $1.2M
Financial & Tax Architects, LLC 0.26% Reduce -9.7% 23,021 $1.2M
Mitchell McLeod Pugh & Williams Inc. 0.15% Reduce -0.3% 22,981 $1.2M
Sowa Financial Group, Inc. 0.57% Add +1.3% 22,958 $1.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.39% Add +0.0% 20,575 $1.2M
Parcion Private Wealth LLC 0.07% No change 22,860 $1.2M
BBR Partners, LLC 0.06% Reduce -0.9% 22,761 $1.2M
Capital Advisors Wealth Management, LLC 0.14% Reduce -14.0% 22,710 $1.2M
X-Square Capital, LLC 0.31% Add +9.7% 22,703 $1.2M
National Bank of Canada 0.00% Add +12333.0% 22,628 $1.2M
Activest Wealth Management 0.23% Reduce -51.6% 22,577 $1.2M
Angeles Wealth Management, LLC 0.05% Add +16.3% 22,558 $1.2M
Lumbard & Kellner, LLC 0.36% Add +101.3% 22,364 $1.2M
Park Edge Advisors, LLC 0.25% Reduce -17.1% 22,362 $1.2M
Legacy Wealth Advisors, LLC 0.51% Add +0.7% 22,348 $1.2M
Salem Investment Counselors Inc. 0.03% Reduce -1.3% 22,340 $1.2M
Edgestream Partners, L.P. 0.04% Reduce -55.0% 22,339 $1.2M
Edge Wealth Management LLC 0.20% Reduce -0.4% 22,254 $1.2M
Florida Trust Wealth Management Co 0.03% Add +1.2% 22,225 $1.2M
Financial Engines Advisors L.L.C. 0.00% Reduce -16.4% 22,222 $1.2M
Rathbones Group PLC 0.00% Add +21.4% 22,211 $1.2M
Stillwater Private Wealth, LLC 0.77% Reduce -47.4% 19,268 $1.2M
Ipsen Advisor Group LLC 0.76% Add +0.7% 22,119 $1.2M
10Elms LLP 0.53% Add +9.8% 22,089 $1.2M
Pallas Capital Advisors LLC 0.04% Reduce -0.9% 22,083 $1.2M
Floyd Financial Group LLC 0.76% Reduce -9.6% 20,516 $1.2M
Diversified Trust Co. 0.02% Add +6.0% 21,724 $1.2M
High Net Worth Advisory Group LLC 0.24% No change 21,692 $1.2M
Claro Advisors Inc. 0.12% Add +3.2% 21,688 $1.2M
River Wealth Advisors LLC 0.12% Reduce -0.9% 21,633 $1.1M
Compound Planning, Inc. 0.03% Reduce -23.6% 21,626 $1.1M
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -30.4% 20,965 $1.1M
Luminist Capital LLC 1.29% Add +26.1% 21,493 $1.1M
Wall Capital Group, Inc. 0.93% Add +3.0% 21,469 $1.1M
Audent Global Asset Management, LLC 1.27% Add +25.5% 21,456 $1.1M
Avidian Wealth Enterprises, LLC 0.03% Reduce -0.5% 21,429 $1.1M
Wealthstar Advisors, LLC 0.57% Add +2.7% 21,427 $1.1M
Advisor Resource Council 0.38% Reduce -2.6% 21,386 $1.1M
WNY Asset Management, LLC 0.10% Reduce -4.8% 21,378 $1.1M
Everstar Asset Management, LLC 0.55% Reduce -10.0% 21,348 $1.1M
Innovative Advisory Group, LLC 0.87% Reduce -2.1% 21,328 $1.1M
Bradley Foster & Sargent Inc. 0.02% Add +6.3% 21,270 $1.1M
Certuity, LLC 0.06% Reduce -1.0% 21,240 $1.1M
Almanack Investment Partners, LLC. 0.14% Reduce -89.0% 21,151 $1.1M
Journey Advisory Group, LLC 0.09% Reduce -0.5% 21,105 $1.1M
AAFMAA Wealth Management & Trust LLC 0.39% Add +7.6% 21,046 $1.1M
PCG Asset Management, LLC 0.80% Reduce -0.7% 21,006 $1.1M
Chicago Partners Investment Group LLC 0.02% Reduce -10.4% 18,686 $1.1M
Morangie Management LLC 0.92% No change 20,876 $1.1M
Centennial Bank 0.36% Add +15.3% 20,853 $1.1M
Madison Wealth Partners, Inc 0.14% Add +41.0% 20,763 $1.1M
L & S Advisors Inc 0.11% Reduce -9.7% 20,706 $1.1M
Fiera Capital Corp 0.00% No change 20,698 $1.1M
Moulton Wealth Management, Inc. 0.72% New 20,683 $1.1M
NBT Bank, N.A. 0.07% Reduce -4.8% 20,597 $1.1M
LPWM LLC 0.24% No change 20,590 $1.1M
Strategic Advisors LLC 0.24% Add +0.1% 20,588 $1.1M
Providence First Trust Co 0.30% Add +0.5% 20,514 $1.1M
Intrua Financial, LLC 0.10% Reduce -6.0% 20,513 $1.1M
Meramec Financial Planners, LLC 0.40% Add +0.7% 18,664 $1.1M
Cornerstone Planning Group LLC 0.14% Add +1.8% 18,393 $1.1M
Davis Investment Partners, LLC 0.33% Reduce -7.3% 20,429 $1.1M
Sunbeam Capital Management, LLC 0.49% Add +0.7% 20,286 $1.1M
Meriwether Wealth & Planning, LLC 0.53% Reduce -2.6% 20,147 $1.1M
Roman Butler Fullerton & Co. 0.25% Add +7.5% 18,760 $1.1M
Private Wealth Asset Management, LLC 0.10% Reduce -2.2% 20,006 $1.1M
Bricktown Capital, LLC 0.19% No change 20,000 $1.1M
Adkins Seale Capital Management LLC 0.94% No change 19,981 $1.1M
Mayflower Financial Advisors, LLC 0.09% Add +3.0% 19,939 $1.1M
Mosaic Family Wealth Partners, LLC 0.07% Add +94.8% 19,894 $1.1M
Compass Financial Management LLC 0.13% — 18,996 $1.1M
BLB&B Advisors, LLC 0.04% Reduce -9.9% 19,817 $1.1M
Haverford Trust Co 0.01% Reduce -1.5% 19,725 $1.0M
Boothbay Fund Management, LLC 0.02% Reduce -13.8% 19,700 $1.0M
Falcon Wealth Planning 0.07% Reduce -4.6% 19,666 $1.0M
White Pine Capital LLC 0.25% Reduce -5.8% 19,652 $1.0M
Sequent Planning LLC 0.22% Add +0.3% 19,636 $1.0M
Stamos Capital Partners, L.P. 0.16% Add +54.1% 19,630 $1.0M
Goelzer Investment Management, Inc. 0.05% Add +0.0% 19,614 $1.0M
Arete Wealth Advisors, LLC 0.07% Reduce -8.8% 19,590 $1.0M
Anderson Hoagland & Co. 0.08% Reduce -8.6% 19,581 $1.0M
Lazari Capital Management, Inc. 0.32% Reduce -12.2% 19,404 $1.0M
PeakShares LLC 0.76% Add +5.1% 19,340 $1.0M
HBK Sorce Advisory LLC 0.02% Add +12.9% 17,917 $1.0M
W.H. Cornerstone Investments Inc. 0.58% Add +0.7% 19,280 $1.0M
Ameriflex Group, Inc. 0.42% Add +6.5% 19,262 $1.0M
Innovative Asset Advisors Group, LLC 0.45% Add +0.2% 19,231 $1.0M
Quadrant Private Wealth Management, LLC 0.23% No change 19,133 $1.0M
TRB Wealth Management, LLC 0.13% Reduce -1.7% 19,044 $1.0M
Community Trust & Investment Co. 0.05% No change 19,042 $1.0M
Wedmont Private Capital 0.03% Add +1.8% 18,330 $1.0M
Sherry Group, Inc. 0.98% Add +1.0% 18,726 $1.0M
Principle Wealth Partners LLC 0.05% Add +21.9% 18,868 $1.0M
Woodmont Investment Counsel LLC 0.05% Reduce -0.9% 18,861 $1.0M
Partners Wealth Management, LLC 0.97% Reduce -1.2% 18,698 $993K
Connecticut Wealth Management, LLC 0.04% Add +2.8% 18,684 $992K
Marble Wealth, LLC 0.15% Add +360.6% 18,658 $991K
Quantbot Technologies LP 0.04% New 18,634 $990K
Resurgent Financial Advisors LLC 0.27% Add +6.9% 18,398 $977K
HCR Wealth Advisors 0.09% Add +0.0% 18,365 $975K
Fulcrum Equity Management 0.79% Reduce -36.9% 18,331 $974K
SeaCrest Wealth Management, LLC 0.11% Add +1.5% 18,254 $969K
TritonPoint Partners, LLC 0.08% New 18,237 $969K
Sava Infond d.o.o. 0.07% Reduce -25.4% 18,200 $967K
Murphy & Mullick Capital Management Corp 0.60% Add +0.1% 18,176 $965K
Lanark Financial, Inc. 0.06% Add +13.4% 17,874 $949K
Dana Investment Advisors, Inc. 0.02% Reduce -5.6% 17,859 $948K
Parkside Financial Bank & Trust 0.06% Reduce -0.3% 17,802 $945K
Wood Tarver Financial Group, LLC 0.22% Reduce -0.7% 17,793 $945K
Rothschild Wealth LLC 0.08% Add +148.0% 17,714 $941K
Asset Management One Co., Ltd. 0.00% Add +143.8% 17,693 $940K
Savior LLC 2.69% Add +1.4% 17,688 $939K
Caldwell Sutter Capital, Inc. 0.35% Reduce -1.1% 17,679 $939K
Autumn Glory Partners, LLC 0.27% No change 17,624 $936K
Diversified Enterprises, LLC 0.05% Reduce -2.3% 17,622 $936K
TrueWealth Advisors, LLC 0.21% Add +5.2% 17,590 $934K
AdvisorNet Financial, Inc 0.04% Add +14.3% 17,530 $931K
EverSource Wealth Advisors, LLC 0.03% Add +4.9% 17,525 $931K
Lebenthal Global Advisors, LLC 0.13% Reduce -2.1% 17,521 $931K
Vertex Investment Solutions Co., Ltd. 0.63% Reduce -69.2% 17,400 $930K
Bulltick Wealth Management, LLC 0.19% Reduce -76.8% 17,423 $925K
LaSalle St. Investment Advisors, LLC 0.11% Reduce -1.7% 17,407 $924K
Bluedoor Private Wealth, LLC 0.39% Add +0.3% 17,355 $922K
Colonial River Investments, LLC 0.26% Reduce -13.6% 17,345 $921K
TOP Private Wealth LLC. 0.88% — 17,315 $920K
Private Client Services, LLC 0.24% Add +57.9% 17,298 $919K
Cozad Asset Management Inc. 0.06% Add +27.4% 17,218 $914K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +20.3% 17,181 $912K
Verus Capital Partners, LLC 0.05% Reduce -15.4% 17,165 $912K
JM2 Capital Inc. 0.62% Reduce -0.8% 17,132 $910K
Trust Co 0.08% Reduce -3.6% 17,086 $907K
Wall Street Financial Group, Inc. 0.48% Reduce -7.2% 17,045 $905K
Private Trust Co. NA 0.07% Reduce -5.4% 16,988 $902K
Wealth Management Associates, Inc. 0.25% Add +9.4% 16,972 $901K
D.B. Root & Company, LLC 0.19% Reduce -9.2% 16,946 $900K
Wealth Effects LLC 0.24% Reduce -4.1% 16,935 $899K
Quadcap Wealth Management, LLC 0.09% Add +2.0% 16,923 $899K
Tandem Wealth Advisors LLC 0.36% Add +5.8% 16,869 $896K
Union Bancaire Privee, UBP SA 0.01% No change 16,700 $895K
Tritonpoint Wealth, LLC 0.09% Reduce -0.1% 16,837 $894K
Independent Advisor Alliance 0.02% Reduce -92.0% 16,826 $894K
Brookwood Investment Group LLC 0.10% Add +26.7% 16,758 $890K
Tred Avon Family Wealth, LLC 0.27% No change 16,716 $888K
ARS Investment Partners, LLC 0.04% Reduce -1.1% 16,714 $888K
C2C Wealth Management, LLC 0.69% No change 16,678 $886K
Continuum Advisory, LLC 0.07% Add +6.0% 16,580 $881K
Investors Asset Management of Georgia Inc. /Ga/ 0.31% Reduce -0.4% 16,573 $880K
Markin Asset Management, LP 0.75% Reduce -11.8% 16,556 $879K
Focus Partners Advisor Solutions, LLC 0.01% Add +9.0% 16,533 $878K
FAS Wealth Partners, Inc. 0.05% Add +0.1% 16,432 $873K
Walleye Capital LLC 0.00% Add +2145.8% 16,417 $872K
Investment Partners, LTD. 0.27% Add +1.1% 16,401 $871K
Marco Investment Management LLC 0.06% No change 16,384 $870K
Client 1ST Advisory Group, LLC 0.23% Add +1.5% 16,342 $868K
Trivium Point Advisory, LLC 0.08% New 16,330 $867K
Moneta Group Investment Advisors LLC 0.01% Add +2.3% 16,242 $863K
Compass Capital Corp. /Ma/ 0.28% Reduce -68.6% 14,161 $860K
Worth Financial Advisory Group, LLC 0.36% New 16,189 $860K
Williams Jones Wealth Management, LLC. 0.01% Add +3.3% 16,150 $858K
Narus Financial Partners, LLC 0.22% Reduce -10.3% 16,148 $858K
HUB Investment Partners, LLC 0.02% Add +10.7% 16,129 $857K
Stock Yards Bank & Trust Co. 0.02% Add +5.3% 16,105 $855K
Argyle Capital Partners, LLC 0.54% Add +5.6% 16,104 $855K
Invictus Private Wealth, LLC 0.05% Add +6.8% 16,097 $855K
VPR Management LLC 0.34% No change 16,000 $850K
BlueCrest Capital Management Ltd 0.04% New 15,937 $846K
King Luther Capital Management Corp. 0.00% New 15,907 $845K
VestGen Investment Management 0.45% Add +15.0% 15,813 $840K
Mechanics Bank Trust Department 0.10% Reduce -18.1% 15,783 $838K
Legacy Capital Wealth Partners, LLC 0.16% Add +24.1% 15,759 $837K
Richardson Financial Services Inc. 0.47% New 15,751 $837K
WESPAC Advisors, LLC 0.41% Reduce -77.0% 15,726 $835K
Asset One Wealth Management LLC 0.09% Add +8.1% 14,758 $834K
Pacific Sun Financial Corp 0.34% Add +8.8% 15,698 $834K
MontVue Capital Management, Inc. 0.48% Reduce -3.8% 15,688 $833K
Proffitt & Goodson Inc. 0.11% Reduce -3.5% 15,687 $833K
Nixon Peabody Trust Co. 0.06% Add +46.9% 15,652 $831K
Burford Brothers, Inc. 0.30% Reduce -1.4% 15,643 $831K
Beacon Capital Management, Inc. 0.05% Add +39.9% 15,635 $830K
Kanawha Capital Management LLC 0.05% Reduce -0.6% 15,627 $830K
Clear Creek Financial Management, LLC 0.05% Reduce -74.2% 15,622 $830K
St. Johns Investment Management Company, LLC 0.31% Reduce -7.3% 15,599 $828K
August Group Capital Ltd 0.90% Reduce -6.8% 15,496 $823K
Glen Eagle Advisors, LLC 0.10% Add +3.5% 15,492 $823K
CHICAGO TRUST Co NA 0.12% Add +28.1% 15,395 $818K
Sageworth Trust Co 0.03% No change 15,384 $817K
Fca Corp. 0.20% Reduce -47.2% 15,327 $814K
Sanchez Gaunt Capital Management, LLC 0.45% Reduce -1.5% 15,304 $813K
Symphony Financial, Ltd. Co. 0.09% Add +0.2% 15,179 $812K
Agate Pass Investment Management, LLC 0.30% Reduce -7.4% 15,285 $812K
Mission Creek Capital Partners, Inc. 0.14% Add +0.3% 15,229 $809K
Global Assets Advisory, LLC 0.18% Reduce -3.7% 15,250 $807K
Nicholas Hoffman & Company, LLC. 0.02% Reduce -1.8% 15,163 $805K
Constitution Capital LLC 0.41% Reduce -2.3% 15,125 $803K
Sagespring Wealth Partners, LLC 0.01% Add +2.6% 15,083 $801K
Carlson Financial, Inc. 0.41% Reduce -1.8% 15,072 $801K
Redwood Financial Network Corp 0.44% Reduce -13.8% 15,076 $801K
Fulton Bank, N.A. 0.02% Add +1.1% 15,057 $800K
Spartan Wealth Advisory Services LLC 0.07% Add +53.8% 15,052 $799K
Cadinha & Co. LLC 0.12% Reduce -10.8% 15,014 $797K
Horizon Financial Services, LLC 0.31% Add +6.4% 14,987 $796K
Boston Partners 0.00% New 14,967 $795K
TCP Asset Management, LLC 0.09% Add +0.1% 14,951 $794K
Spinnaker Trust 0.04% No change 14,910 $792K
Wealthspire Retirement, LLC 0.04% Add +0.3% 14,856 $789K
Silverlake Wealth Management LLC 0.15% Add +45.3% 14,846 $788K
Greenwich Wealth Management LLC 0.03% Reduce -0.6% 14,842 $788K
Morton Community Bank 0.16% New 14,781 $785K
Value Investment Professionals, LLC 0.66% New 14,771 $785K
LightSquare Wealth Management, LLC 0.54% Reduce -6.5% 14,766 $784K
Laurel Oak Wealth Management, LLC 0.11% Add +3.1% 14,732 $782K
Blue Capital, Inc. 0.50% New 14,692 $780K
PCG Wealth Advisors, LLC 0.17% Reduce -60.1% 14,672 $779K
Signature Estate & Investment Advisors LLC 0.01% Reduce -20.9% 14,669 $779K
Xcelsior Advisor Partners LLC 0.10% Add +124.9% 14,605 $776K
Lodestar Private Asset Management LLC 0.07% Add +11.3% 14,570 $774K
Deutsche Bank AG 0.00% Reduce -4.6% 14,564 $773K
Banco Santander, S.A. 0.00% Reduce -86.8% 14,547 $773K
Birchcreek Wealth Management, LLC 0.30% Reduce -17.5% 14,538 $772K
Aberdeen Wealth Management LLC 0.37% Reduce -27.1% 14,510 $771K
Avantax Planning Partners, Inc. 0.02% Reduce -1.3% 14,486 $769K
Bfsg, LLC 0.07% Reduce -1.3% 14,432 $766K
Prosperity Consulting Group, LLC 0.03% Reduce -1.4% 14,409 $765K
Discipline Wealth Solutions, LLC 0.07% Add +4.6% 14,388 $764K
SMI Advisory Services, LLC 0.12% Reduce -78.5% 14,379 $764K
Venture Visionary Partners LLC 0.02% Add +18.3% 14,307 $760K
Granite FO LLC 0.40% Reduce -5.6% 14,295 $759K
Accredited Investor Services, LLC 0.43% Reduce -4.7% 14,291 $759K
Schneider Downs Wealth Management Advisors, LP 0.07% Reduce -3.6% 14,278 $758K
Rehmann Capital Advisory Group 0.03% Reduce -0.0% 14,264 $758K
Diligent Investors, LLC 0.17% Add +3.3% 14,254 $757K
Overbrook Management Corp 0.11% New 14,245 $757K
Peoples Financial Services Corp. 0.33% No change 14,219 $755K
Vaquero Private Wealth, Ltd. 0.16% — 14,206 $754K
Tyche Wealth Partners LLC 0.11% Reduce -0.3% 14,186 $753K
Selective Wealth Management, Inc. 0.20% Add +23.8% 13,006 $750K
Fox Run Management, L.L.C. 0.12% Reduce -90.7% 14,100 $749K
Interactive Financial Advisors, Inc. 0.46% Reduce -6.2% 13,805 $748K
CMT Capital Markets Trading GmbH 0.39% New 14,081 $748K
Sloy Dahl & Holst, LLC 0.09% No change 14,073 $747K
One Charles Private Wealth Services, LLC 0.17% Reduce -8.5% 14,038 $746K
Demars Financial Group, LLC 0.21% Reduce -0.0% 14,019 $745K
Factor Wealth Management LTD 0.11% Reduce -9.9% 14,002 $744K
Legacy PCG, LLC 3.69% Reduce -1.4% 12,352 $743K
Strait & Sound Wealth Management LLC 0.26% Add +9.7% 13,988 $743K
Capital Advisor Network LLC 0.93% Reduce -10.2% 13,987 $743K
Cornerstone Select Advisors, LLC 0.31% Reduce -0.5% 13,827 $734K
Soltis Investment Advisors LLC 0.04% Reduce -2.6% 13,791 $732K
Talon Private Wealth, LLC 0.09% Add +301.1% 13,758 $731K
IKE Capital, LLC 0.38% Reduce -4.2% 13,750 $730K
Nvwm, LLC 0.15% Reduce -25.9% 13,725 $729K
RiverGlades Family Offices LLC 0.33% Add +1.6% 13,717 $729K
Donaldson Capital Management, LLC 0.02% Add +7.6% 13,703 $728K
Empower Advisory Group, LLC 0.00% Reduce -1.6% 13,694 $727K
Windsor Capital Management, LLC 0.19% Reduce -6.4% 13,675 $726K
Summit Wealth Partners, LLC 0.10% Reduce -77.2% 13,667 $726K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -0.9% 13,639 $724K
MV Capital Management, Inc. 0.06% Add +1.6% 13,635 $724K
Cyndeo Wealth Partners, LLC 0.03% Add +16.0% 13,618 $723K
Arlington Capital Management, Inc. 0.45% Add +2.6% 13,602 $722K
Argent Trust Co 0.02% Add +43.0% 13,597 $722K
Glenview Trust Co 0.01% Reduce -2.8% 13,556 $720K
Ascent Group, LLC 0.02% Add +42.9% 13,502 $717K
Lodestone Wealth Management LLC 0.25% Add +7.7% 13,491 $717K
Evelyn Partners Group Ltd 0.01% — 13,294 $709K
Helium Advisors LLC 0.59% Add +20.9% 13,341 $709K
Loudon Investment Management, LLC 0.34% Reduce -8.0% 13,215 $702K
Adirondack Trust Co. 0.21% Reduce -3.6% 13,140 $698K
Van Den Berg Management I, Inc. 0.15% Reduce -2.6% 13,125 $697K
Sovereign Financial Group, Inc. 0.11% Add +1.5% 13,111 $696K
First Citizens Financial Corp 0.29% Add +7.7% 13,097 $696K
Capital Markets Trading UK LLP 0.50% New 13,086 $695K
Mason & Associates Inc 0.11% Add +2.8% 13,086 $695K
OceanIQ Capital, LLC 0.42% — 11,400 $695K
TrustWell Financial Advisors, LLC 0.59% No change 13,066 $694K
SYM FINANCIAL Corp 0.06% Reduce -3.3% 13,017 $691K
Patriot Investment Management Group, Inc. 0.04% Reduce -4.4% 13,004 $691K
Brandywine Financial Group 8.22% Add +55160.0% 8,289 $689K
Welch Group, LLC 0.02% Add +0.1% 12,951 $688K
Rothschild Investment LLC 0.03% Reduce -6.0% 12,916 $686K
Financial Management Network Inc. 0.10% Reduce -1.2% 11,846 $683K
Golden State Wealth Management, LLC 0.06% Reduce -10.1% 12,718 $675K
Modera Wealth Management, LLC 0.01% Add +7.4% 12,698 $674K
First Citizens Bank & Trust Co. 0.01% Reduce -10.2% 12,685 $674K
Allied Private Wealth LLC 0.43% — 12,093 $672K
Thompson David Blair 0.34% Reduce -0.5% 12,642 $671K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +1.4% 12,621 $670K
Courier Capital LLC 0.03% Reduce -7.6% 12,618 $670K
Beacon Financial Advisory LLC 0.13% Reduce -1.7% 12,595 $669K
Astoria Portfolio Advisors LLC. 0.11% Add +6.5% 12,573 $668K
Bay Capital Advisors, LLC 0.36% Reduce -4.2% 12,566 $667K
Nuveen, LLC 0.00% New 12,540 $666K
Lighthouse Wealth Management Inc. 0.41% Add +11.9% 12,462 $662K
OneAscent Financial Services LLC 0.03% Reduce -5.7% 12,417 $659K
TCTC Holdings, LLC 0.02% Add +1.3% 12,364 $657K
Pavion Blue Capital, LLC 0.26% Reduce -4.2% 12,346 $656K
Norden Group LLC 0.05% Reduce -5.1% 12,340 $655K
Cowa, LLC 0.18% Reduce -1.6% 12,320 $654K
Elevate Capital Advisors, LLC 0.36% Reduce -38.7% 12,235 $650K
Capstone Wealth Management Group, LLC 0.23% Reduce -73.8% 12,218 $649K
LRI Investments, LLC 0.05% No change 12,208 $648K
Ballew Advisors, Inc 0.33% Reduce -9.4% 12,148 $647K
Sumitomo Mitsui Financial Group, Inc. 0.01% Add +134.6% 12,172 $646K
Naples Global Advisors, LLC 0.04% Add +4.7% 12,170 $646K
Silver Oak Securities, Incorporated 0.04% Add +29.4% 12,139 $645K
Berger Financial Group, Inc 0.03% Add +8.7% 12,119 $644K
Alchemi Wealth, LLC 0.30% Reduce -8.8% 12,114 $643K
Signaturefd, LLC 0.01% Reduce -17.6% 12,113 $643K
Milestone Asset Management, LLC 0.10% Add +88.2% 12,106 $643K
Roberts Wealth Advisors, LLC 0.15% Reduce -8.0% 12,106 $643K
Chatterton & Associates Inc. 0.38% Add +8.6% 11,700 $641K
Resources Management Corp. /CT/ 0.08% Reduce -0.6% 12,007 $638K
Lionhunter Capital Management, LLC 0.29% — 12,000 $637K
Pathway Financial Advisors LLC 0.07% No change 11,950 $636K
M Holdings Securities, Inc. 0.09% Reduce -3.2% 11,820 $635K
COFG Advisors, LLC 0.11% Add +35.1% 11,929 $634K
Cantor Fitzgerald, L. P. 0.01% Reduce -43.1% 11,898 $632K
Brown Brothers Harriman & Co. 0.00% Add +4.3% 11,807 $627K
Mathes Company, Inc. 0.20% Reduce -1.7% 11,800 $627K
Boreal Capital Management LLC 0.54% No change 11,770 $625K
Strategic Financial Concepts, LLC 0.19% Reduce -51.9% 11,766 $625K
Interchange Capital Partners, LLC 0.12% Add +59.8% 11,764 $625K
Berkshire Asset Management LLC 0.02% No change 11,748 $624K
Narwhal Capital Management 0.04% Add +0.6% 11,744 $624K
Bank of Marin 0.43% No change 11,654 $619K
Burke & Herbert Bank & Trust Co. 0.15% Reduce -1.1% 11,650 $619K
First Command Advisory Services, Inc. 0.00% Reduce -10.5% 11,648 $619K
RMR Wealth Builders 0.04% Reduce -10.4% 11,599 $616K
Apella Capital, LLC 0.01% Add +9.6% 11,241 $614K
Composition Wealth, LLC 0.01% Add +7.7% 11,552 $614K
Victory Financial Group, LLC 0.06% Reduce -51.5% 11,541 $613K
Bridgewater Advisors Inc. 0.03% New 10,419 $613K
Hudson Value Partners, LLC 0.15% Reduce -1.7% 11,470 $609K
Elser Financial Planning, Inc 0.03% Reduce -1.2% 11,466 $609K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +3.2% 11,453 $608K
Silver Grove Financial Group, Inc. 0.33% Reduce -1.2% 11,425 $607K
Insight Advisors, LLC/ PA 0.11% Reduce -6.9% 11,422 $607K
Successful Portfolios LLC 0.28% No change 11,005 $604K
Medallion Wealth Advisors, LLC 0.19% Reduce -0.1% 11,364 $604K
Regency Capital Management Inc.\DE 0.24% Reduce -92.4% 11,367 $604K
Brindle & Bay Financial Advisors, LLC 0.30% Reduce -14.1% 11,336 $602K
Flywheel Private Wealth LLC 0.30% No change 11,322 $601K
Hexagon Capital Partners LLC 0.08% Reduce -0.5% 11,284 $599K
Wesbanco Bank Inc. 0.01% Reduce -11.1% 11,262 $598K
Ritholtz Wealth Management 0.01% Reduce -27.6% 11,233 $597K
Peak Asset Management, LLC 0.09% Add +1.2% 11,194 $595K
Unique Wealth Strategies, LLC 0.22% Add +4.5% 11,187 $594K
Clear Harbor Asset Management, LLC 0.04% Reduce -0.5% 11,146 $592K
SeaBridge Investment Advisors LLC 0.09% Reduce -9.9% 11,113 $590K
Disciplined Investments, LLC 0.19% No change 11,086 $589K
GLOBALT Investments LLC / GA 0.02% Reduce -7.2% 11,040 $586K
Sterling Investment Advisors, Ltd. 0.10% Reduce -33.9% 10,986 $583K
Klingman & Associates, LLC 0.02% Add +11.4% 10,968 $583K
Wealthcare Capital Partners, LLC 0.24% Add +1.9% 10,963 $582K
Strategic Blueprint, LLC 0.03% Add +30.9% 10,959 $582K
Lewis Asset Management, LLC 0.20% Add +1.2% 10,956 $582K
First Commonwealth Financial Corp 0.08% Reduce -41.5% 10,944 $581K
WP Advisors, LLC 0.14% Reduce -34.8% 10,925 $580K
Towerpoint Wealth, LLC 0.20% Add +4.3% 10,906 $579K
Sequent Asset Management, LLC 0.24% Reduce -3.6% 10,902 $579K
MBL Wealth, LLC 0.04% No change 10,900 $579K
Essex Financial Services, Inc. 0.03% Add +12.3% 10,889 $578K
Boston Family Office LLC 0.04% Add +138.0% 10,864 $577K
Beam Wealth Advisors, Inc. 0.13% Reduce -4.2% 10,826 $575K
Obermeyer Wealth Partners 0.02% No change 10,800 $574K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -5.3% 10,714 $569K
PSI Advisors, LLC 0.13% Add +8.1% 10,710 $569K
Weaver Consulting Group 0.12% Reduce -8.5% 10,705 $569K
Quartz Partners, LLC 0.19% Add +20.2% 10,661 $566K
Indivisible Partners 0.03% New 10,652 $566K
Next Level Private LLC 0.11% Add +0.2% 10,567 $561K
Wulff, Hansen & Co. 0.43% No change 10,540 $560K
Beese Fulmer Investment Management, Inc. 0.03% Reduce -1.0% 10,440 $554K
Holderness Investments Co. 0.09% Add +2.1% 10,362 $550K
KG Capital Management 0.33% Reduce -10.6% 10,346 $549K
Creekside Partners 0.20% No change 10,262 $545K
Silvercrest Asset Management Group LLC 0.00% No change 10,244 $544K
Per Stirling Capital Management, LLC. 0.05% Reduce -75.9% 10,235 $544K
Mather Group, Llc. 0.00% Add +10.8% 10,230 $543K
Gallacher Capital Management LLC 0.30% Reduce -39.5% 10,225 $543K
Mayfair Advisory Group, LLC 0.16% Reduce -1.1% 9,101 $543K
Daiwa Securities Group Inc. 0.00% Add +104.0% 10,200 $542K
Commonwealth Financial Services, LLC 0.07% Add +14.3% 11,068 $538K
Leavell Investment Management, Inc. 0.02% Add +13.6% 10,106 $537K
Circle Wealth Management, LLC 0.01% Add +0.1% 10,045 $533K
Cliftonlarsonallen Wealth Advisors, LLC 0.01% New 10,012 $532K
Wealth Care LLC 0.43% No change 10,000 $531K
Payne Capital Management, LLC 0.14% New 10,000 $531K
Bauman Advisory Group, LLC 0.28% Add +0.7% 9,993 $531K
Artesa Financial Group, LLC 0.45% Add +21.6% 9,965 $529K
First National Bank of Hutchinson 0.29% Add +1.7% 9,954 $529K
Auour Investments LLC 0.15% Reduce -3.5% 9,954 $529K
KERR FINANCIAL PLANNING Corp 0.59% Add +4.2% 9,954 $529K
Finivi Inc. 0.27% Reduce -8.6% 9,930 $527K
Northwest Bancshares, Inc. 0.09% No change 9,910 $526K
Madrid Wealth Management, LLC 0.35% Reduce -4.8% 9,907 $526K
Cornerstone National Bank & Trust Co 0.18% Add +18.4% 9,954 $526K
Hyundai Investments Co., Ltd. 0.57% Add +9.9% 9,792 $525K
Allegheny Financial Group 0.06% Reduce -0.2% 9,868 $524K
Cape Ann Savings Bank 0.25% No change 9,812 $521K
Mascagni Wealth Management, Inc. 0.32% Reduce -4.7% 9,810 $521K
NINE MASTS CAPITAL Ltd 0.07% New 9,796 $520K
Pennsylvania Capital Management Inc. 0.13% Add +3.4% 9,786 $520K
RDA Financial Network 0.11% Add +86.0% 9,751 $518K
Central Bank & Trust Co. 0.07% Reduce -8.3% 9,683 $514K
Allie Family Office LLC 0.19% Reduce -16.5% 9,670 $514K
Webster Bank, N. A. 0.04% Reduce -3.6% 9,668 $513K
Federation des caisses Desjardins du Quebec 0.00% Reduce -26.2% 9,638 $512K
Roxbury Financial LLC 0.40% Reduce -1.7% 9,638 $512K
Firestone Capital Management 0.09% Add +26.8% 9,594 $510K
Ballast Rock Private Wealth LLC 0.23% Reduce -71.1% 9,549 $507K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -79.8% 9,546 $507K
Hutchinson Capital Management 0.09% New 9,541 $507K
Hills Bank & Trust Co 0.02% Add +21.2% 9,501 $505K
Palumbo Wealth Management LLC 0.11% Reduce -4.3% 9,470 $503K
Shulman DeMeo Asset Management LLC 0.09% Add +0.2% 9,420 $500K
North Star Investment Management Corp. 0.03% Add +6.1% 9,405 $500K
Alexander Labrunerie & Co., Inc. 0.18% Add +0.5% 9,394 $499K
Hanover Advisors Inc. 0.18% Reduce -1.4% 9,377 $498K
MBE Wealth Management, LLC 0.17% Reduce -8.8% 9,370 $498K
Aurora Private Wealth, Inc. 0.31% Reduce -13.6% 9,337 $496K
Meadowbrook Wealth Management, LLC 0.54% Reduce -24.6% 9,385 $496K
Advance Capital Management, Inc. 0.02% Add +2.0% 9,331 $496K
RPG Investment Advisory, LLC 0.05% Reduce -2.5% 9,319 $495K
Summit Financial Wealth Advisors, LLC 0.06% Reduce -25.1% 9,306 $494K
Lifeworks Advisors, LLC 0.05% Add +12.5% 9,305 $494K
Investment House LLC 0.02% New 9,238 $491K
Poehling Capital Management, INC. 0.10% Reduce -14.9% 9,211 $489K
Shepherd Financial Partners LLC 0.04% Reduce -0.9% 9,196 $488K
Range Advisory, LLC 0.06% Add +7.4% 9,193 $488K
Flagstar Securities, Inc. 0.15% Add +16.7% 9,180 $488K
17 Capital Partners, LLC 0.22% Add +46.4% 9,153 $486K
Shoker Investment Counsel, Inc. 0.12% Add +0.1% 9,139 $485K
Capital Investment Counsel, Inc 0.05% Reduce -58.1% 9,126 $485K
Pinnacle Bancorp, Inc. 0.13% Reduce -0.3% 9,113 $484K
Hengehold Capital Management LLC 0.04% Add +6.0% 9,077 $482K
Sage Investment Advisers LLC 0.32% Reduce -39.4% 9,068 $482K
Secure Asset Management, LLC 0.07% Add +6.5% 9,042 $480K
Fort Sheridan Advisors LLC 0.05% Reduce -17.8% 9,039 $480K
Laraway Financial Advisors Inc 0.29% Add +2.8% 9,009 $478K
IPG Investment Advisors LLC 0.07% Reduce -24.1% 9,005 $478K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +24.9% 8,995 $478K
Jacobs Equity LLC 0.33% Add +1.1% 8,985 $477K
Flputnam Investment Management Co. 0.01% Add +1.3% 8,981 $477K
Caldwell Trust Co 0.04% Add +2.3% 8,974 $477K
Legal & General Group Plc 0.00% Add +4.1% 8,894 $476K
Guardian Asset Advisors, LLC 0.22% Add +72.3% 8,969 $476K
Legacy Capital Group California, Inc. 0.14% Reduce -20.8% 8,953 $475K
Fairview Capital Investment Management, LLC 0.03% Add +94.1% 8,939 $475K
Annex Advisory Services, LLC 0.01% Reduce -0.5% 8,936 $475K
Farmers & Merchants Investments Inc. 0.01% Reduce -1.0% 8,918 $474K
Arbor Investment Advisors, LLC 0.05% Add +0.5% 8,892 $472K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -49.9% 8,838 $469K
Schmidt P J Investment Management Inc. 0.07% No change 8,798 $467K
Blue Zone Wealth Advisors, LLC 0.08% Add +1.3% 8,750 $465K
Orrstown Financial Services Inc. 0.07% Add +0.5% 8,701 $462K
Objective Capital Management, LLC 0.41% Reduce -4.4% 8,689 $461K
Seelaus Asset Management LLC 0.33% Reduce -3.4% 8,684 $461K
Advisors Capital Management, LLC 0.01% Add +28.0% 8,666 $460K
Oakmont Advisory Group, LLC 0.39% Add +9.0% 8,644 $459K
Hobbs Group Advisors, LLC 0.12% Reduce -0.9% 8,627 $458K
Zacks Investment Management 0.00% Add +14.1% 8,609 $457K
Sprinkle Financial Consultants LLC 0.18% Add +0.5% 8,558 $455K
Gradient Capital Advisors, LLC 0.11% Add +54.5% 8,553 $454K
Coldstream Capital Management Inc. 0.01% Reduce -9.3% 8,539 $453K
Teamwork Financial Advisors, LLC 0.04% Reduce -16.3% 8,490 $451K
Eagle Strategies LLC 0.04% Reduce -3.3% 8,487 $451K
CVFG LLC 0.05% Reduce -2.7% 8,478 $450K
Northstar Group, Inc. 0.06% Reduce -11.6% 8,454 $449K
Chapin Davis, Inc. 0.08% Add +0.1% 8,449 $449K
Abundance Wealth Counselors 0.03% Add +100.0% 8,428 $448K
Hegarty Advisors, LLC 0.31% Add +3.0% 8,415 $447K
S&A Financial Services, Inc. 0.27% Reduce -4.3% 8,408 $447K
Kapstone Financial Advisors LLC 0.19% Add +2.5% 8,383 $445K
Entelevest, LLC 0.39% Reduce -0.6% 8,364 $444K
Cypress Wealth Services, LLC 0.05% Reduce -0.1% 8,351 $444K
Commerce Advisors, LLC 0.24% Add +0.0% 8,347 $443K
Gryphon Financial Partners LLC 0.04% Reduce -2.5% 8,346 $443K
Tsfg, LLC 0.06% Reduce -0.6% 8,319 $442K
Pure Financial Advisors, LLC 0.01% Add +52.5% 8,285 $440K
Flow Traders U.S. LLC 0.02% Reduce -95.2% 8,281 $440K
Global Financial Private Client, LLC 0.12% Add +6.2% 8,277 $440K
Mma Asset Management LLC 0.14% Reduce -9.8% 8,246 $438K
Steel Grove Capital Advisors, LLC 0.04% New 8,222 $437K
Beaumont Financial Advisors, LLC 0.03% Add +0.7% 8,213 $436K
Confluence Wealth Services, Inc. 0.01% New 8,187 $435K
Wealthgarden F.S. LLC 0.25% Add +18.2% 8,178 $434K
M.E. Allison & Co., Inc. 0.25% Add +0.0% 8,161 $433K
Everett Harris & Co. 0.01% Add +5.6% 8,160 $433K
Crewe Advisors LLC 0.03% Add +30.7% 8,134 $432K
Plimoth Trust Co. LLC 0.09% Add +13.1% 8,133 $432K
1ST Source Bank 0.02% Reduce -67.4% 8,118 $431K
West Wealth Group, LLC 0.07% Add +2.8% 8,077 $429K
Hopwood Financial Services, Inc. 0.25% Add +2.7% 8,076 $429K
Members Wealth LLC 0.23% Add +8.1% 8,058 $428K
Builder Investment Group Inc. 0.08% Reduce -9.0% 8,050 $428K
Fosun International Ltd 0.10% New 8,000 $425K
Auxano Advisors, LLC 0.08% Reduce -6.1% 7,966 $423K
Ulland Investment Advisors, LLC 0.31% Reduce -1.9% 7,970 $423K
NCM Capital Management, LLC 0.13% Add +42.2% 7,952 $422K
Measured Risk Portfolios, Inc. 0.37% Add +4.3% 7,935 $421K
Bruce G. Allen Investments, LLC 0.27% Reduce -0.5% 7,923 $421K
FLC Capital Advisors 0.07% Reduce -1.2% 7,882 $419K
KFA Private Wealth Group, LLC 0.10% Reduce -44.2% 7,879 $419K
Northbridge Financial Group, LLC 0.16% Reduce -3.2% 7,868 $418K
Realta Investment Advisors 0.13% Reduce -67.0% 7,864 $418K
Stevens Capital Management LP 0.10% Reduce -95.6% 7,846 $417K
Pursue Wealth Partners LLC 0.23% Reduce -48.3% 7,846 $417K
Global View Capital Management LLC 0.09% Reduce -62.3% 7,845 $417K
Gambit Capital Management, LLC 0.24% Add +0.8% 7,833 $416K
Tidemark, LLC 0.09% Reduce -8.6% 7,832 $416K
Sacks & Associates, LLC 0.28% Add +0.3% 6,983 $416K
Keudell/Morrison Wealth Management 0.08% Add +53.8% 7,820 $415K
Fearless Solutions, LLC dba Best Invest 0.22% Add +0.8% 7,803 $414K
Marathon Trading Investment Management LLC 0.05% Add +51.5% 7,800 $414K
Stratos Investment Management, LLC 0.01% Add +4.6% 7,734 $411K
Premier Private Wealth Management LLC 0.36% Reduce -15.1% 7,716 $410K
Bank of Stockton 0.11% Reduce -0.4% 7,711 $410K
Cooper Financial Group 0.03% Add +16.2% 7,710 $409K
Safeguard Investment Advisory Group, LLC 0.09% Reduce -2.9% 7,707 $409K
BCS Private Wealth Management, Inc. 0.12% Reduce -12.8% 7,695 $409K
Investor's Fiduciary Advisor Network, LLC 0.14% Reduce -15.7% 7,682 $408K
St Germain D J Co. Inc. 0.01% Add +0.0% 7,650 $406K
Saxony Capital Management, LLC 0.19% Reduce -54.3% 7,643 $406K
Searle & Co. 0.09% No change 7,635 $405K
Centennial Wealth Advisory LLC 0.09% Reduce -4.3% 7,614 $404K
Tenet Wealth Partners, LLC 0.30% — 6,910 $403K
Lake Street Private Wealth, LLC 0.05% Add +7.1% 7,550 $401K
Advisory Resource Group 0.06% Add +36.5% 7,500 $398K
Bartlett & Co. Wealth Management LLC 0.01% No change 7,500 $398K
Campion Asset Management 0.24% No change 7,494 $398K
Castleview Partners, LLC 0.17% Add +13.1% 7,489 $398K
LJI Wealth Management, LLC 0.06% Reduce -10.0% 7,470 $397K
Earned Wealth Advisors, LLC 0.03% Reduce -14.0% 7,449 $396K
LCNB Corp. 0.12% No change 7,418 $394K
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.05% No change 7,406 $393K
Hennion & Walsh Asset Management, Inc. 0.01% New 7,387 $392K
Baldwin Wealth Partners LLC 0.03% Reduce -37.1% 7,383 $392K
Endeavor Private Wealth, Inc. 0.09% Reduce -22.8% 7,337 $390K
Curi Capital, LLC 0.01% Reduce -6.4% 7,332 $389K
Accurate Wealth Management, LLC 0.04% Reduce -95.3% 7,076 $389K
Summit Trail Advisors, LLC 0.00% Add +2.0% 7,325 $389K
Lighthouse Financial LLC 0.20% Add +1.1% 7,314 $388K
Baltimore-Washington Financial Advisors, Inc. 0.01% Reduce -1.0% 7,311 $388K
Perryman Financial Advisory Inc. 0.05% Reduce -4.6% 7,311 $388K
VeraBank, N.A. 0.06% Reduce -6.1% 7,290 $387K
Brick & Kyle, Associates 0.13% No change 6,318 $387K
SlateStone Wealth, LLC 0.03% No change 7,204 $383K
OakTrust Wealth Advisors, LLC 0.33% Add +0.3% 7,191 $382K
Private Wealth Group, LLC 0.15% No change 7,187 $382K
Apex Wealth Management, LLC 0.23% Reduce -27.9% 7,171 $381K
Ellerson Group Inc. 0.22% No change 7,170 $381K
Clearview Wealth Management LLC 0.24% No change 7,149 $380K
PACK Private Wealth, LLC 0.16% Add +20.0% 7,145 $379K
Novem Group 0.04% Add +9.9% 7,125 $378K
Strategic Wealth Partners, Ltd. 0.02% Add +4.3% 7,108 $378K
Bensler, LLC 0.03% Reduce -6.1% 7,101 $377K
Raab & Moskowitz Asset Management LLC 0.08% Add +0.2% 7,095 $377K
QRG Capital Management, Inc. 0.00% Add +33.4% 7,090 $377K
Sonata Capital Group Inc. 0.12% Add +0.4% 7,074 $376K
Operose Advisors LLC 0.07% Add +31.9% 7,068 $375K
MBA Advisors LLC 0.13% Add +22.1% 7,039 $374K
Anchor Bay Capital, Inc. 0.20% — 6,202 $373K
VSM Wealth Advisory, LLC 0.10% Add +6.3% 6,995 $371K
Ally Invest Advisors Inc. 0.02% Add +8.6% 6,983 $371K
Kessler Investment Group, LLC 0.16% Reduce -50.9% 6,980 $371K
Gsa Capital Partners LLP 0.02% New 6,965 $370K
BIP Wealth, LLC 0.01% Add +7.0% 6,965 $370K
Mirador Capital Partners LP 0.05% Add +5.2% 6,946 $369K
Wealth Watch Advisors, INC 0.12% Reduce -56.3% 6,921 $368K
Signet Private Wealth LLC 0.29% Reduce -0.1% 6,920 $368K
MA Private Wealth 0.05% No change 6,908 $367K
Abbington Investment Group 0.23% Reduce -40.8% 6,907 $367K
4WEALTH Advisors, Inc. 0.28% Reduce -56.3% 6,828 $366K
Cahill Financial Advisors Inc. 0.04% Reduce -1.5% 6,861 $364K
Howard Financial Services, LTD. 0.04% Add +0.4% 6,858 $364K
Russell Investments Group, Ltd. 0.00% Add +25.5% 6,853 $364K
Daybright Advisory Services, Inc. 0.09% Add +3.8% 6,103 $363K
Stonebrook Private Inc. 0.07% Add +55.3% 6,841 $363K
1834 Investment Advisors Co. 0.04% No change 6,836 $363K
Blackston Financial Advisory Group, LLC 0.20% Reduce -0.2% 6,820 $362K
Genesee Capital Advisors, LLC 0.11% Reduce -86.3% 6,817 $362K
Elevated Capital Advisors, LLC 0.10% Reduce -7.3% 6,790 $361K
City Holding Co. 0.04% Add +5.5% 6,770 $360K
Waterloo Capital, L.P. 0.02% Reduce -47.0% 6,753 $359K
Eastern Bank 0.01% Reduce -0.8% 6,732 $358K
Strategies Wealth Advisors, LLC 0.03% Add +14.5% 6,725 $357K
Alteri Wealth LLC 0.10% Reduce -2.8% 6,720 $357K
Tempo Wealth, LLC 0.05% Reduce -2.9% 6,720 $357K
Spreng Capital Management, Inc. 0.13% No change 6,710 $356K
Waystone Advisors LLC 0.27% Add +15.1% 6,701 $356K
5T Wealth, LLC 0.13% Reduce -19.1% 6,696 $356K
Triumph Capital Management 0.06% Add +2.7% 6,691 $355K
Tradition Wealth Management, LLC 0.02% Add +7.7% 6,673 $354K
Corsair Capital Management, L.P. 0.04% No change 6,672 $354K
United Financial Planning Group LLC 0.18% No change 6,667 $354K
Westco Advisory Services Inc. 0.21% Add +0.5% 6,667 $354K
Synergy Asset Management, LLC 0.03% Reduce -42.5% 6,641 $353K
Comprehensive Financial Consultants Institutional, Inc. 0.09% No change 6,596 $350K
AmeriServ Wealth Advisors 0.23% Reduce -25.5% 6,594 $350K
Newman Dignan & Sheerar, Inc. 0.07% Reduce -4.1% 6,518 $346K
Founders Financial Alliance, LLC 0.05% Reduce -13.6% 6,512 $346K
Straight Path Wealth Management 0.08% Add +8.2% 6,460 $343K
Montecito Bank & Trust 0.05% Reduce -1.5% 6,452 $343K
Eldridge Investment Advisors, Inc. 0.07% Reduce -5.8% 6,445 $342K
Strategic Investment Advisors / MI 0.02% Add +237.2% 6,443 $342K
Trust Co. of Toledo NA 0.03% Add +22.9% 6,442 $342K
Summit Financial Strategies, Inc. 0.02% Add +2.6% 6,440 $342K
Impact Partnership Wealth, LLC 0.03% Add +95.0% 6,401 $340K
Fox Hill Wealth Management 0.14% Add +0.2% 6,393 $340K
Zinnia Wealth Advisory, LLC 0.35% Add +0.6% 6,381 $339K
Mustico Financial Group, Inc. 0.22% New 5,696 $338K
MCF Advisors LLC 0.01% Reduce -4.1% 6,347 $337K
Financial Perspectives, Inc 0.08% Add +0.7% 6,331 $336K
Pacific Center for Financial Services 0.07% Reduce -4.4% 6,306 $335K
Coastwise Capital Group, LLC 0.19% Reduce -0.8% 6,289 $334K
Smartleaf Asset Management LLC 0.01% No change 6,196 $332K
Arrow Financial Corp 0.03% Reduce -1.2% 6,242 $332K
Cura Wealth Advisors, LLC 0.14% Add +47.5% 6,216 $330K
Western Pacific Wealth Management, LP 0.30% No change 6,200 $329K
Liberty Wealth Management LLC 0.04% No change 5,358 $328K
Mustard Seed Financial, LLC 0.17% Add +30.2% 6,176 $328K
Well Done, LLC 0.04% Reduce -2.0% 6,136 $326K
Manhattan West Asset Management, LLC 0.05% Reduce -1.9% 6,110 $325K
Clifford Swan Investment Counsel LLC 0.01% Add +21.1% 6,104 $324K
Eagle Capital Management, LLC 0.11% No change 6,106 $324K
Vilga Financial Planning LLC 0.24% Add +4.0% 6,080 $323K
Choate Investment Advisors 0.01% No change 6,079 $323K
GEM Asset Management, LLC 0.13% Reduce -46.8% 6,051 $321K
ICONIQ Capital, LLC 0.01% No change 6,051 $321K
Beacon Bank & Trust 0.06% Add +1.7% 6,030 $320K
American National Bank & Trust 0.03% Add +72.0% 6,024 $320K
Davis R M Inc. 0.01% Add +0.0% 6,022 $320K
Resolute Wealth Strategies, LLC 0.12% Reduce -11.3% 6,018 $320K
Rockwood Wealth Management, LLC 0.02% Add +8.4% 5,996 $318K
Future Financial Wealth Managment LLC 0.20% No change 5,344 $317K
Evanson Financial, LLC 0.02% — 5,960 $317K
Northwest Wealth Advisors, LLC 0.18% Reduce -13.4% 5,949 $316K
Watershed Private Wealth LLC 0.09% No change 5,938 $315K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% New 5,900 $313K
L.K. Benson & Company, P.C. 0.09% Reduce -17.6% 5,883 $312K
BCS Wealth Management 0.06% Reduce -0.4% 5,878 $312K
Physicians Financial Services, Inc. 0.08% Reduce -4.8% 5,882 $312K
Wealth Group, Ltd. 0.08% New 5,882 $312K
New England Private Wealth Advisors LLC 0.03% Add +0.3% 5,224 $311K
BlackDiamond Wealth Management, LLC 0.13% Add +54.5% 5,167 $311K
Atala Financial Inc 0.19% No change 5,850 $311K
Guyasuta Investment Advisors Inc. 0.02% Add +2.6% 5,839 $310K
Pinnacle Financial Group, LLC / IL 0.08% Reduce -8.7% 5,836 $310K
Rainier Family Wealth Inc. 0.18% No change 5,834 $310K
GK Wealth Management LLC 0.19% New 5,819 $309K
Wetzel Investment Advisors, Inc. 0.11% Reduce -1.9% 5,801 $308K
Cardinal Point Capital Management ULC 0.02% Reduce -3.4% 5,796 $308K
Doliver Advisors, LP 0.07% Reduce -0.6% 5,786 $307K
CFS Investment Advisory Services, LLC 0.02% New 5,771 $307K
IMA Advisory Services, Inc. 0.02% New 5,769 $306K
Bullock Wealth Management Group 0.13% Add +0.1% 5,788 $306K
Westmount Partners, LLC 0.07% No change 5,752 $305K
Fortis Group Advisors, LLC 0.05% Reduce -81.9% 5,739 $305K
Walkner Condon Financial Advisors LLC 0.04% Add +0.9% 5,738 $305K
Childress Capital Advisors, LLC 0.05% Reduce -82.8% 5,694 $302K
Unique Wealth, LLC 0.04% New 5,675 $301K
Embree Financial Group 0.03% Reduce -29.6% 5,673 $301K
Whitener Capital Management, Inc. 0.06% Reduce -1.3% 5,672 $301K
Anchor Investment Management, LLC 0.02% No change 5,640 $300K
Meridian Financial Advisors, LLC 0.14% Add +0.0% 5,624 $299K
KPP Advisory Services LLC 0.04% Add +5.9% 5,623 $299K
Wealth Alliance, LLC 0.03% Reduce -10.6% 5,621 $299K
Uptown Financial Advisors LLC 0.22% Add +0.1% 5,603 $298K
Briaud Financial Planning Inc 0.08% Add +0.3% 5,575 $296K
GGM Financial LLC 0.11% Add +0.7% 5,552 $295K
Capital Asset Advisory Services LLC 0.01% Reduce -0.4% 5,548 $295K
Tobias Financial Advisors, Inc. 0.04% Reduce -1.1% 5,540 $294K
Aaron Wealth Advisors LLC 0.01% Add +2.8% 5,534 $294K
River Street Advisors LLC 0.09% Reduce -3.6% 5,533 $294K
Tulsa Wealth Advisors, INC 0.04% Reduce -0.0% 5,528 $294K
NWF Advisory Services Inc. 0.03% Reduce -15.8% 5,518 $293K
Capstone Wealth Management, Inc. 0.22% Add +0.7% 5,530 $293K
Chancellor Financial Group WB LP 0.18% New 5,488 $291K
NBH Bank 0.12% — 5,485 $291K
Stonebridge Financial Group, LLC 0.04% — 5,497 $291K
BankChampaign, National Association 0.22% Add +1.0% 5,477 $291K
Oxinas Partners, LLC 0.11% Reduce -12.4% 5,474 $291K
Formidable Asset Management, LLC 0.05% New 4,745 $291K
MW Advisory, LLC 0.12% — 5,468 $290K
ARS Wealth Advisors Group, LLC 0.02% Reduce -7.3% 5,464 $290K
waypoint wealth counsel 0.18% New 5,445 $289K
First Heartland Consultants, Inc. 0.02% Add +14.4% 5,439 $289K
McAlister, Sweet & Associates, Inc. 0.15% New 5,439 $289K
Uhlmann Price Securities, LLC 0.01% New 5,426 $288K
Richards, Merrill & Peterson, Inc. 0.09% Add +24.0% 5,420 $288K
Highland Capital Management, LLC 0.01% No change 5,406 $287K
BridgePort Financial Solutions, LLC 0.07% Add +9.1% 5,390 $286K
Grantvest Financial Group LLC 0.17% Add +1.2% 5,389 $286K
Highline Wealth Partners LLC 0.06% Add +4788.2% 5,377 $286K
Independent Wealth Advisors LLC 0.26% Add +0.6% 5,375 $285K
Marks Group Wealth Management, Inc 0.02% Reduce -3.6% 5,354 $284K
Heritage Trust Co 0.02% Reduce -13.3% 5,353 $284K
Centerpoint Advisory Group 0.18% No change 5,350 $284K
Beaton Management Co. Inc. 0.12% Reduce -0.9% 5,340 $284K
Credit Agricole S A 0.00% Reduce -96.8% 5,345 $284K
LongView Wealth Management 0.07% New 5,344 $284K
Prota Financial, LLC 0.19% Reduce -26.9% 5,368 $283K
BNB Wealth Management, LLC 0.15% Add +0.3% 5,331 $283K
Rhodes Investment Advisors Inc. 0.21% Add +1.9% 5,310 $282K
Alta Wealth Advisors LLC 0.08% No change 5,309 $282K
Southland Equity Partners LLC 0.05% No change 5,284 $281K
Avestar Capital, LLC 0.02% Add +2.0% 5,277 $280K
Indiana Trust & Investment Management Co 0.08% No change 5,272 $280K
Laidlaw Wealth Management LLC 0.80% Reduce -32.4% 5,269 $280K
Heritage Investors Management Corp. 0.01% No change 5,250 $279K
JSF Financial, LLC 0.04% Reduce -2.7% 5,235 $278K
Fort Washington Investment Advisors Inc. 0.00% Reduce -9.0% 5,233 $278K
Carr Financial Group Corp 0.06% Reduce -2.3% 5,225 $278K
Aristotle Capital Management, LLC 0.00% New 5,215 $277K
Pictet North America Advisors SA 0.02% No change 5,214 $277K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -6.6% 5,209 $277K
Key Financial Inc 0.05% No change 5,208 $277K
Zhang Financial LLC 0.01% Add +27.2% 5,198 $276K
Sage Mountain Advisors LLC 0.02% Reduce -48.2% 5,186 $275K
LVM Capital Management Ltd. 0.02% Reduce -5.5% 5,187 $275K
Summit Financial Consulting LLC 0.19% New 5,163 $274K
One Capital Management, LLC 0.01% No change 4,476 $274K
Latitude Advisors, LLC 0.11% Reduce -15.2% 5,146 $273K
Peak Planning Group, LLC 0.06% Add +3.6% 5,113 $272K
Garrison Point Advisors, LLC 0.11% Reduce -7.6% 5,112 $271K
Cascades Capital Asset Management, LLC 0.10% Reduce -16.9% 5,111 $271K
Boston Standard Wealth Management, LLC 0.04% Add +0.7% 5,132 $270K
Disciplined Investors, L.L.C. 0.14% Reduce -0.1% 5,081 $270K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +69.3% 5,080 $270K
Provident Wealth Management, LLC 0.07% Reduce -7.8% 5,067 $269K
Magnolia Capital Management Ltd. 0.19% Reduce -32.0% 5,070 $269K
NWM Advisors, LLC 0.21% No change 5,060 $269K
Kintra Wealth, LLC 0.01% Add +7.6% 4,399 $269K
Elevate Wealth Advisory, Inc. 0.15% No change 5,050 $268K
Brave Asset Management Inc. 0.06% Reduce -16.9% 5,044 $268K
Strategic Family Wealth Counselors, L.L.C. 0.06% Reduce -7.5% 5,038 $268K
Aventura Private Wealth, LLC 0.08% Reduce -4.8% 5,024 $267K
NFSG Corp 0.03% Add +234.7% 4,993 $265K
Retirement Guys Formula LLC 0.10% Add +0.6% 4,962 $265K
Horrell Capital Management, Inc. 0.12% Reduce -19.6% 4,992 $265K
Clarity Financial LLC 0.02% Reduce -4.3% 4,982 $265K
Clark Capital Management Group, Inc. 0.00% Add +0.2% 4,976 $264K
Ark Wealth Advisors LLC 0.23% Reduce -17.9% 4,974 $264K
Valtinson Bruner Financial Planning LLC 0.07% Add +0.7% 4,970 $264K
BOK Financial Private Wealth, Inc. 0.01% No change 4,946 $263K
First National Bank & Trust Co. of Newtown 0.05% No change 4,400 $262K
American Trust 0.02% Reduce -1.1% 4,927 $262K
WealthBridge Capital Management, LLC 0.05% Reduce -5.5% 4,916 $261K
Van Hulzen Asset Management, LLC 0.02% Reduce -14.3% 4,916 $261K
Strive Financial Group ,LLC 0.11% Reduce -3.7% 4,914 $261K
Carret Asset Management, LLC 0.02% No change 4,902 $260K
Stelac Advisory Services LLC 0.05% No change 4,900 $260K
Wealthedge Investment Advisors, LLC 0.09% Reduce -1.0% 4,891 $260K
IFS Group,LLC 0.36% Reduce -3.9% 4,882 $259K
DT Investment Partners, LLC 0.02% No change 4,880 $259K
Vertex Planning Partners, LLC 0.04% Add +43.6% 4,874 $259K
Uniting Wealth Partners, LLC 0.05% Add +14.3% 4,872 $259K
Bragg Financial Advisors, Inc 0.01% Add +4.4% 4,860 $258K
Spahn Wealth & Retirement LLC 0.17% Reduce -90.8% 4,832 $257K
Wellington Management Group LLP 0.00% New 4,814 $256K
Sound Income Strategies, LLC 0.01% Reduce -13.0% 4,813 $256K
Tripletail Wealth Management, LLC 0.29% Add +41.2% 4,800 $255K
World Equity Group, Inc. 0.06% Add +3.4% 4,801 $255K
Broyhill Asset Management, LLC 0.23% No change 4,800 $255K
Cookson Peirce & Co. Inc. 0.01% New 4,795 $255K
MKT Advisors LLC 0.08% Reduce -33.6% 4,658 $255K
GC Wealth Management RIA, LLC 0.01% Add +10.9% 4,776 $254K
Northwest Wealth Management, LLC 0.03% No change 4,766 $253K
YANKCOM Partnership 0.09% No change 4,764 $253K
Valley Financial Group, Inc. 0.12% Add +1.3% 4,758 $253K
Elevatus Welath Management 0.06% Add +0.3% 4,758 $253K
Geneva Partners, LLC 0.07% Reduce -40.6% 4,731 $251K
Bearing Point Capital, LLC 0.03% No change 4,730 $251K
Kennebec Savings Bank 0.20% New 4,704 $250K
Lakeside Advisors, INC. 0.16% New 4,700 $250K
Means Investment Co., Inc. 0.02% Reduce -18.1% 4,700 $250K
Elmwood Wealth Management, Inc. 0.06% Reduce -1.9% 4,699 $250K
Maia Wealth LLC 0.04% Add +0.0% 4,698 $250K
NorthCrest Asset Manangement, LLC 0.01% New 4,522 $248K
Alpine Global Management, LLC 0.04% New 4,665 $248K
First American Trust, FSB 0.01% Reduce -20.0% 4,662 $248K
Investment Advisory Group, LLC 0.05% Reduce -9.3% 4,654 $247K
Paragon Capital Management Ltd 0.05% No change 4,642 $247K
American Institute for Advanced Investment Management, LLP 0.14% Reduce -5.1% 4,619 $245K
Clientfirst Wealth Management, LLC 0.20% Add +4.1% 4,618 $245K
PW Nova Financial Services LLC 0.05% Reduce -2.1% 4,617 $245K
Studio Investment Management LLC 0.04% New 4,612 $245K
Longview Financial Advisors, Inc. 0.14% No change 4,609 $245K
Ponta Wealth Partners, LLC 0.13% No change 4,600 $244K
ArchPoint Investors 0.05% No change 4,600 $244K
Cpwa, LLC 0.28% Add +20.4% 4,586 $244K
Iowa State Bank 0.04% No change 4,584 $243K
North Forty Two & Co. 0.21% Add +0.1% 4,581 $243K
Two West Capital Advisors LLC 0.12% New 4,196 $243K
Curran Financial Partners, LLC 0.04% Reduce -4.9% 4,572 $243K
GAMMA Investing LLC 0.01% Add +4.1% 4,562 $242K
Gateway Investment Advisers LLC 0.00% New 4,541 $241K
Covestor Ltd 0.14% Reduce -2.7% 4,535 $241K
Essex Bank 0.05% Add +15.3% 4,525 $240K
Accredited Investors Inc. 0.01% Reduce -0.2% 4,522 $240K
Capital Square, LLC 0.11% Reduce -7.2% 4,354 $240K
First Bancorp, Inc 0.09% Add +17.3% 4,510 $240K
Beacon Capital Management, LLC 0.04% Reduce -9.7% 4,505 $239K
Princeton Global Asset Management LLC 0.03% No change 4,500 $239K
Adamsbrown Wealth Consultants LLC 0.04% Reduce -9.9% 4,496 $239K
VVR Holdings LLC 0.10% Add +0.7% 4,490 $238K
Altfest L J & Co. Inc. 0.02% Reduce -94.7% 4,487 $238K
Kiley Juergens Wealth Management, LLC 0.04% Reduce -19.1% 4,478 $238K
Centric Wealth Management 0.04% No change 4,003 $238K
Bank Hapoalim BM 0.02% Reduce -11.8% 4,462 $237K
Stack Financial Management, Inc 0.02% Reduce -12.6% 4,456 $237K
Keystone Wealth Services, LLC 0.04% Reduce -68.0% 4,453 $236K
Rwa Wealth Partners, LLC 0.00% Add +15.3% 4,448 $236K
VCI Wealth Management LLC 0.06% Add +3.9% 4,443 $236K
Fort Point Capital Partners LLC 0.03% New 4,440 $236K
Coastal Bridge Advisors, LLC 0.01% Add +0.0% 4,438 $236K
WJ Financial Advisors LLC 0.17% Reduce -0.4% 4,434 $235K
Cultivar Capital, Inc. 0.15% No change 4,430 $235K
Coppell Advisory Solutions LLC 0.02% New 5,787 $235K
SilverOak Wealth Management LLC 0.03% Add +7.3% 4,428 $235K
Mission Financial Group, LLC 0.20% — 4,426 $235K
Cathy Pareto & Associates, Inc. 0.14% Add +6.9% 4,423 $235K
Post Resch Tallon Group Inc. 0.16% Add +0.1% 4,422 $235K
Hara Capital LLC 0.12% Add +13.8% 4,416 $235K
Octavia Wealth Advisors, LLC 0.02% Reduce -33.6% 4,394 $233K
O'ROURKE & COMPANY, Inc 0.08% Add +2.5% 4,359 $232K
Patton Albertson Miller Group, LLC 0.02% No change 4,358 $231K
Weaver Capital Management LLC 0.05% No change 3,772 $231K
Nicolet Bankshares Inc. 0.01% Reduce -47.0% 4,318 $229K
Grant Private Wealth Management Inc 0.10% Reduce -20.4% 4,305 $229K
Mengis Capital Management, Inc. 0.03% Reduce -3.7% 4,289 $228K
Ullmann Wealth Partners Group, LLC 0.02% No change 4,288 $228K
Financial Partners Group, Inc 0.02% Reduce -6.3% 4,284 $228K
TAGStone Capital, Inc. 0.07% No change 4,280 $227K
Fiduciary Financial Group, LLC 0.03% Add +6.9% 4,280 $227K
CLG LLC 0.05% New 4,277 $227K
Coastline Trust Co 0.02% No change 4,272 $227K
Terra Nova Asset Management LLC 0.14% Add +0.7% 4,267 $227K
White Lighthouse Investment Management Inc. 0.03% No change 4,260 $226K
Pine Harbor Wealth Management, LLC 0.06% Add +0.3% 4,258 $226K
Magnolia Capital Advisors LLC 0.04% Reduce -8.6% 4,258 $226K
Truefg, LLC 0.05% Add +2.9% 4,246 $226K
Analyst IMS Investment Management Services Ltd. 0.01% Add +4.3% 4,239 $225K
Larch Capital Partners LLC 0.03% New 4,200 $223K
Sage Capital Management, LLC 0.09% Add +0.2% 4,196 $223K
McGuire Capital Advisors Inc. 0.12% Reduce -35.0% 4,194 $223K
Pacific Capital Wealth Advisors, Inc. 0.03% No change 4,170 $221K
Cordgrass Capital Advisors, LLC 0.08% Reduce -26.3% 4,168 $221K
Harvey Capital Management Inc. 0.05% No change 4,150 $220K
Johnson Financial Group, Inc. 0.01% Reduce -26.3% 4,120 $219K
Abbot Financial Management, Inc. 0.08% No change 4,118 $219K
Missouri Trust & Investment Co 0.06% No change 3,666 $218K
Vantus Wealth LLC 0.12% — 4,109 $218K
Serenity Investment Advisors 0.09% New 3,420 $218K
Lakeridge Wealth Management LLC 0.08% Add +0.4% 4,105 $218K
Quantum Financial Partners LLC 0.11% — 4,104 $218K
Y-Intercept (Hong Kong) Ltd 0.00% New 4,102 $218K
Madson Wealth Advisors Inc 0.15% New 4,081 $217K
Saxon Interests, Inc. 0.06% Reduce -28.4% 4,065 $216K
National Wealth Management Group, LLC 0.07% Reduce -6.1% 4,064 $216K
Orleans Capital Management Corp. 0.11% No change 4,054 $215K
Fiduciary Financial Advisors 0.02% New 4,035 $215K
Comprehensive Financial Planning, Inc. 0.11% Add +0.7% 4,031 $214K
Winthrop Advisory Group LLC 0.01% Reduce -0.9% 4,030 $214K
BTC Capital Management, Inc. 0.01% No change 4,022 $214K
SPWM Advisors LLC 0.20% Add +0.7% 3,700 $213K
Tevis Investment Management 0.12% Reduce -1.8% 4,017 $213K
MidFirst Bank 0.02% No change 4,014 $213K
Pickering Energy Partners LP 0.59% Reduce -20.0% 4,000 $212K
Scratch Capital LLC 0.11% No change 4,000 $212K
Ballast, Inc. 0.04% No change 4,000 $212K
Tortuga Wealth Management, Inc 0.16% Add +0.3% 3,999 $212K
Destiny Wealth Partners, LLC 0.03% No change 3,562 $212K
Second Line Capital, LLC 0.04% Add +14.9% 3,992 $212K
Round Rock Advisors LLC 0.03% Reduce -5.2% 3,980 $211K
Prelude Capital Management, LLC 0.02% Reduce -95.3% 3,972 $211K
Bayban 0.16% No change 3,956 $210K
BSW Wealth Partners 0.02% Reduce -18.0% 3,956 $210K
LexAurum Advisors, LLC 0.02% Reduce -5.1% 3,949 $210K
PKS Advisory Services, LLC 0.03% Reduce -37.1% 3,948 $210K
Keebeck Wealth Management 0.02% No change 3,940 $209K
Wealth Quarterback LLC 0.06% Add +0.1% 3,911 $208K
Graves Light Lenhart Wealth, Inc. 0.02% Add +0.1% 3,889 $207K
Vista Investment Management 0.06% No change 3,887 $206K
Milestone Asset Management Group, LLC 0.10% Add +0.6% 3,871 $206K
BTG Pactual Asset Management US LLC 0.02% New 3,860 $205K
AtlasMark Financial, Inc 0.10% Reduce -36.9% 3,855 $205K
Wormser Freres Gestion 0.12% No change 3,853 $205K
Aull & Monroe Investment Management Corp 0.09% No change 3,850 $204K
Signature Equity Partners, LLC 0.09% Reduce -87.8% 3,850 $204K
Tempus Wealth Planning, LLC 0.04% Reduce -4.8% 3,841 $204K
KFG Wealth Management, LLC 0.02% Add +0.9% 3,839 $204K
Red Door Wealth Management, LLC 0.02% Reduce -6.1% 3,828 $203K
NDWM LLC 0.12% Add +0.2% 3,819 $203K
Nabity-Jensen Investment Management Inc 0.12% No change 3,806 $202K
Agp Franklin, LLC 0.09% No change 3,800 $202K
Navis Wealth Advisors, LLC 0.08% No change 3,800 $202K
Eagle Global Advisors LLC 0.01% Reduce -40.8% 3,800 $202K
Magnolia Private Wealth, LLC 0.11% Add +0.1% 3,797 $202K
American Money Management, LLC 0.03% No change 3,781 $201K
SmartHarvest Portfolios, LLC 0.06% No change 3,778 $201K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 3,758 $200K
Kings Path Partners LLC 0.05% No change 3,750 $199K
University of Texas/Texas Am Investment Management Co. 0.02% Reduce -0.5% 3,745 $199K
Main Street Group, LTD 0.05% Reduce -94.5% 3,736 $198K
Flagship Wealth Advisors, LLC 0.04% Add +104.8% 3,721 $198K
USA Financial Formulas 0.04% — 3,707 $197K
SHP Wealth Management 0.01% Add +12.0% 3,660 $194K
Manning & Napier Advisors LLC 0.00% No change 3,600 $193K
Country Trust Bank 0.00% No change 3,538 $188K
Ares Financial Consulting, LLC 0.13% Add +0.5% 3,517 $187K
Cranbrook Wealth Management, LLC 0.03% Add +40.4% 3,387 $180K
Financial Life Planners 0.11% Reduce -1.9% 3,305 $176K
one8zero8, LLC 0.03% Reduce -3.7% 3,259 $173K
Evolution Wealth Management Inc. 0.10% Reduce -30.5% 3,254 $173K
N.E.W. Advisory Services LLC 0.01% Reduce -14.1% 3,253 $173K
Winch Advisory Services, LLC 0.03% Add +0.7% 3,131 $166K
Horizon Bancorp Inc. 0.08% No change 3,104 $165K
Rakuten Securities, Inc. 0.04% Reduce -14.2% 3,039 $161K
EFG International AG 0.00% Reduce -71.5% 2,974 $158K
Delta Asset Management LLC 0.01% No change 2,910 $155K
Toews Corp. 0.02% New 2,900 $154K
CVA Family Office, LLC 0.01% Add +45.0% 2,899 $154K
Park Place Capital Corp 0.02% Add +4.1% 2,896 $154K
Peterson Wealth Services 0.03% No change 2,892 $154K
Concord Wealth Partners 0.02% New 2,875 $153K
Financial Consulate, Inc. 0.02% Add +0.0% 2,868 $152K
Pin Oak Investment Advisors Inc. 0.11% No change 2,852 $151K
Chilton Capital Management LLC 0.00% No change 2,801 $149K
Dynamic Wealth Strategies, LLC 0.08% Reduce -1.9% 2,794 $148K
Redwood Park Advisors LLC 0.11% Add +31.4% 2,786 $148K
Creative Capital Management Investments LLC 0.03% Add +1767.6% 2,764 $147K
Howe & Rusling Inc. 0.01% Reduce -25.6% 2,750 $146K
NLB Skladi, upravljanje premozenja, d.o.o. 0.01% Reduce -1.9% 2,697 $143K
Commonwealth Retirement Investments LLC 0.04% New 2,684 $143K
Archer Investment Corp 0.03% Add +138.2% 2,651 $141K
XY Capital Ltd 0.16% New 1,822 $139K
Bangor Savings Bank 0.01% Add +36.1% 2,606 $138K
Providence Capital Advisors, LLC 0.02% No change 2,594 $138K
Founders Capital Management 0.06% Add +0.1% 2,565 $136K
Evermay Wealth Management LLC 0.01% Reduce -9.8% 2,548 $135K
Beacon Investment Advisory Services, Inc. 0.01% No change 2,524 $134K
Banque Transatlantique SA 0.00% Add +6150.0% 2,500 $133K
Abound Wealth Management 0.03% Add +6.8% 2,439 $130K
Hamilton Point Investment Advisors, LLC 0.02% No change 2,392 $127K
Centerpoint Advisors, LLC 0.04% No change 2,330 $124K
Cheviot Value Management, LLC 0.01% No change 2,324 $123K
FWL Investment Management, LLC 0.02% Add +411.2% 2,321 $123K
Townsend Asset Management Corp. /NC/ 0.04% Reduce -9.5% 2,315 $123K
Roble, Belko & Company, Inc 0.01% Add +0.1% 2,294 $122K
Ameliora Wealth Management Ltd. 0.04% No change 2,260 $120K
Coston, McIsaac & Partners 0.02% No change 2,262 $120K
Keating Financial Advisory Services, Inc. 0.02% No change 2,223 $118K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Reduce -28.2% 2,208 $117K
Y.D. More Investments Ltd 0.00% No change 2,154 $114K
MTM Investment Management, LLC 0.03% Add +0.4% 2,056 $109K
Joseph Group Capital Management 0.02% New 2,046 $109K
Hickory Point Bank & Trust 0.07% No change 2,026 $108K
Quent Capital, LLC 0.01% New 1,973 $105K
HighMark Wealth Management LLC 0.03% Add +0.1% 1,958 $104K
Phillips Financial Management, LLC 0.01% No change 1,952 $104K
Gill Capital Partners, LLC 0.03% Add +7.0% 1,894 $101K
TD Capital Management LLC 0.01% Add +0.1% 1,871 $99K
Hilton Head Capital Partners, LLC 0.05% Reduce -8.3% 1,871 $99K
Axiom Investment Management LLC 0.07% Add +0.4% 1,858 $99K
Gilpin Wealth Management, LLC 0.07% Reduce -1.1% 1,834 $97K
Byrne Asset Management LLC 0.05% Reduce -8.0% 1,811 $96K
First United Bank & Trust 0.03% Reduce -10.2% 1,806 $96K
Smithfield Trust Co 0.00% No change 1,770 $94K
Vima LLC 0.09% — 1,769 $94K
Pension & Wealth Management Advisors, Inc. 0.02% No change 1,740 $92K
Bullseye Investment Management, LLC 0.04% Reduce -34.4% 1,720 $91K
Glassman Wealth Services 0.01% Add +27.6% 1,710 $91K
Bravera Wealth 0.03% New 1,696 $90K
West Paces Advisors Inc. 0.01% Add +0.1% 1,687 $90K
Darwin Wealth Management, LLC 0.02% Reduce -32.3% 1,671 $89K
Hantz Financial Services, Inc. 0.00% Add +8.2% 1,648 $88K
Reyes Financial Architecture, Inc. 0.05% Reduce -47.9% 1,632 $87K
Holos Integrated Wealth LLC 0.04% Add +0.1% 1,584 $87K
Integrity Financial Corp 0.04% No change 1,600 $85K
Mascoma Wealth Management LLC 0.02% Add +36.2% 1,588 $84K
Quest 10 Wealth Builders, Inc. 0.06% Reduce -0.2% 1,556 $83K
Viewpoint Capital Management LLC 0.04% Reduce -74.5% 1,490 $82K
Monetary Solutions, Ltd 0.07% No change 1,540 $82K
Biltmore Family Office, LLC 0.01% Add +1.2% 1,518 $81K
Gleason Group, Inc. 0.01% Add +0.7% 1,502 $80K
CSS LLC 0.01% Reduce -78.8% 1,486 $79K
PlanVest Financial, Inc 0.05% Add +0.1% 1,476 $78K
Markowski Investments 0.02% — 1,407 $75K
Brentview Investment Management LLC 0.03% No change 1,400 $74K
Topsail Wealth Management, LLC 0.01% No change 1,400 $74K
Dorato Capital Management 0.05% No change 1,348 $74K
Cape Investment Advisory, Inc. 0.02% New 1,395 $74K
Olistico Wealth, LLC 0.03% No change 1,390 $74K
Owl Creek Wealth Partners LLC 0.02% Add +0.7% 1,381 $73K
Seneschal Advisors, LLC 0.05% Add +3.8% 1,363 $72K
Nemes Rush Group LLC 0.01% Add +0.4% 1,357 $72K
Physician Wealth Advisors, Inc. 0.01% Add +7.6% 1,353 $72K
BOCHK Asset Management Ltd 0.01% Reduce -32.5% 1,350 $72K
Ashton Thomas Securities, LLC 0.01% Reduce -22.3% 1,345 $71K
Delos Wealth Advisors, LLC 0.04% No change 1,322 $70K
Hazlett, Burt & Watson, Inc. 0.02% No change 1,294 $69K
Steigerwald, Gordon & Koch Inc. 0.01% No change 1,288 $68K
Millstone Evans Group, LLC 0.04% No change 1,264 $67K
Duncker Streett & Co. Inc. 0.01% Add +59.7% 1,249 $66K
Nova Wealth Management, Inc. 0.04% Reduce -42.2% 1,239 $66K
C M Bidwell & Associates Ltd. 0.03% Reduce -3.4% 1,235 $66K
Tiaa Trust, National Association 0.00% Reduce -12.8% 1,200 $64K
Morse Asset Management, Inc 0.01% Reduce -0.8% 1,196 $64K
Compagnie Lombard Odier SCmA 0.00% No change 1,187 $63K
Hilltop National Bank 0.01% No change 1,170 $62K
Barnes Dennig Private Wealth Management LLC 0.05% Add +0.9% 1,161 $62K
Rosenberg Matthew Hamilton 0.01% No change 1,150 $61K
Cassaday & Co Wealth Management LLC 0.00% Add +2.3% 1,129 $60K
Dara Capital Us, Inc. 0.04% No change 1,100 $59K
Maryland Capital Advisors Inc. 0.02% — 1,088 $58K
Ballast Advisors LLC 0.01% Add +209.5% 1,071 $57K
Collier Financial 0.04% No change 1,064 $56K
Highland Investment Advisors LLC 0.02% — 1,054 $56K
Synergy Investment Management, LLC 0.01% Reduce -20.5% 1,038 $55K
LifeSteps Financial, Inc. 0.03% New 1,024 $54K
Tanglewood Legacy Advisors, LLC 0.02% Add +0.7% 1,022 $54K
JDM Financial Group LLC 0.02% No change 1,008 $54K
Eurizon Asset Management Hungary Ltd. 0.06% Reduce -90.0% 1,000 $53K
Trust Co. of Vermont 0.00% — 986 $52K
StrongBox Wealth, LLC 0.01% New 984 $52K
Bollard Group LLC 0.00% Reduce -15.8% 983 $52K
WestEnd Advisors, LLC 0.00% Add +18.3% 971 $52K
Family Manage LLC 0.01% No change 928 $49K
Fortitude Family Office, LLC 0.01% Add +130.0% 920 $49K
Paladin Advisory Group, LLC 0.03% No change 898 $48K
Birchbrook, Inc. 0.02% Add +29.6% 881 $47K
MassMutual Private Wealth & Trust, FSB 0.00% New 857 $46K
First Community Trust NA 0.02% Reduce -3.8% 830 $44K
Acima Private Wealth, LLC 0.01% No change 816 $43K
Cambient Family Office, LLC 0.01% New 810 $43K
Davis Capital Management 0.03% No change 800 $42K
Turim 21 Investimentos Ltda. 0.01% No change 800 $42K
Wagner Wealth Management, LLC 0.01% Reduce -31.1% 767 $41K
Marshall Investment Management, LLC 0.02% Reduce -15.0% 747 $40K
DHJJ Financial Advisors, Ltd. 0.01% No change 730 $39K
Barrett & Company, Inc. 0.01% Reduce -0.1% 728 $39K
Hager Investment Management Services, LLC 0.02% Reduce -24.4% 727 $39K
Towne Trust Company, N.A 0.01% New 720 $38K
Dunhill Financial, LLC 0.01% Reduce -28.3% 712 $38K
PFS Partners, LLC 0.02% Add +0.4% 712 $38K
Bare Financial Services, Inc 0.01% No change 704 $37K
Networth Advisors, LLC 0.02% Add +0.7% 702 $37K
Brown, Lisle/Cummings, Inc. 0.01% New 678 $36K
Register Financial Advisors LLC 0.01% Add +0.1% 674 $36K
Ritter Daniher Financial Advisory LLC / DE 0.01% Reduce -22.8% 665 $35K
Valley Wealth Managers, Inc. 0.00% Reduce -49.7% 663 $35K
Signature Resources Capital Management, LLC 0.01% No change 658 $35K
Blueline Advisors LLC 0.02% No change 654 $35K
Forum Finance Group S.A. 0.01% Reduce -77.8% 800 $34K
Caitlin John, LLC 0.02% Reduce -42.2% 638 $34K
TIAA Wealth Investment Management LLC 0.00% Reduce -7.2% 628 $34K
Banque Cantonale Vaudoise 0.00% No change 617 $33K
Windsor Advisory Group, LLC 0.02% Reduce -93.7% 618 $33K
Vermillion Wealth Management, Inc. 0.01% Add +0.8% 618 $33K
Albion Financial Group 0.00% Add +16.1% 597 $32K
Godfrey Financial Associates, Inc. 0.02% No change 582 $31K
Costello Asset Management, INC 0.01% Add +0.7% 581 $31K
Hartford Financial Management Inc. 0.01% Add +6.9% 570 $30K
Ascentis Wealth Management, LLC 0.01% No change 568 $30K
Obsidian Cio, LLC 0.02% Reduce -79.3% 562 $30K
Rialto Wealth Management, LLC 0.01% Reduce -42.1% 550 $29K
CNB Bank 0.01% No change 547 $29K
WealthShield Partners, LLC 0.00% Reduce -44.0% 534 $28K
Raleigh Capital Management Inc. 0.01% Add +0.8% 516 $27K
MilWealth Group LLC 0.01% No change 512 $27K
Gables Capital Management Inc. 0.01% Add +4.1% 506 $27K
Strengthening Families & Communities, LLC 0.01% Add +0.8% 504 $27K
Midway Capital Research & Management 0.02% No change 500 $27K
Peterson Wealth Management 0.01% No change 500 $27K
Summit Securities Group LLC 0.01% New 500 $27K
Turtle Creek Wealth Advisors, LLC 0.00% Add +50.0% 495 $26K
Pacifica Partners Inc. 0.01% No change 490 $26K
Vision Financial Markets LLC 0.02% Add +0.2% 487 $26K
Avalon Trust Co 0.00% Reduce -48.4% 480 $25K
Plante Moran Financial Advisors, LLC 0.00% Reduce -56.5% 464 $25K
Kingdom Financial Group LLC. 0.01% Add +83.3% 462 $25K
Cary Street Partners Investment Advisory LLC 0.00% Add +6.3% 459 $24K
IAG Wealth Partners, LLC 0.00% No change 448 $24K
REAP Financial Group, LLC 0.00% Add +3.6% 433 $23K
HHM Wealth Advisors, LLC 0.00% Add +0.2% 426 $23K
Strategic Investment Solutions, Inc. 0.01% Add +4.3% 417 $22K
Consultiva Wealth Management, Corp. 0.05% No change 400 $21K
Q Fund Management (Hong Kong) Ltd 0.02% New 400 $21K
Burnham & Co LLC 0.02% — 400 $21K
Hoey Investments, Inc. 0.00% No change 400 $21K
Game Plan Financial Advisors, LLC 0.01% Reduce -80.9% 399 $21K
SOA Wealth Advisors, LLC. 0.00% Add +0.8% 393 $21K
Stone House Investment Management, LLC 0.00% No change 380 $20K
Cherry Tree Wealth Management, LLC 0.00% Add +78.3% 378 $20K
Ameritas Investment Partners, Inc. 0.00% Reduce -13.4% 376 $20K
CDKV Holdings LLC 0.02% Add +356.3% 365 $19K
Citizens National Bank Trust Department 0.00% No change 360 $19K
Corsicana & Co. 0.01% Add +100.0% 350 $19K
Clean Yield Group 0.00% Add +0.9% 348 $18K
Woodard & Co. Asset Management Group Inc. 0.00% Reduce -24.4% 328 $17K
Perkins Coie Trust Co 0.00% No change 314 $17K
GoalVest Advisory LLC 0.00% No change 306 $16K
Your Advocates Ltd., LLP 0.00% New 300 $16K
True Wealth Design, LLC 0.00% No change 300 $16K
Halbert Hargrove Global Advisors, LLC 0.00% Add +100.0% 300 $16K
Midwest Capital Advisors, LLC 0.01% No change 295 $16K
Proathlete Wealth Management LLC 0.00% Add +13.6% 292 $16K
MPWM Advisory Solutions, LLC 0.01% Add +609.8% 291 $15K
Ogorek Anthony Joseph /NY/ 0.00% Add +0.7% 286 $15K
Avion Wealth 0.00% Add +1.7% 297 $15K
MH & Associates Securities Management Corp. 0.01% No change 280 $15K
Wealth Enhancement Trust Services, Inc. 0.00% No change 280 $15K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 260 $14K
Private Wealth Management Group, LLC 0.00% Add +134.6% 258 $14K
Montgomery Financial Services LLC 0.01% — 258 $14K
IMG Wealth Management, Inc. 0.01% Add +50.3% 257 $14K
Investors Portfolio Services LLC 0.01% Reduce -78.2% 255 $14K
Virginia Estate & Retirement Planning Advisors Inc. 0.02% Reduce -62.0% 254 $13K
Graney & King, LLC 0.00% New 254 $13K
Macquarie Group Ltd. 0.00% Reduce -93.4% 243 $13K
Financial Gravity Companies, Inc. 0.00% — 242 $13K
Nvest Wealth Strategies, Inc. 0.01% No change 230 $12K
Smallwood Wealth Investment Management, LLC 0.01% No change 222 $12K
Chapman Financial Group, LLC 0.01% No change 220 $12K
Greykasell Wealth Strategies, Inc. 0.00% Reduce -16.7% 220 $12K
Silicon Valley Capital Partners 0.00% No change 216 $11K
Bernard Wealth Management Corp. 0.00% Reduce -27.5% 211 $11K
Hamrick Investment Counsel, llc 0.01% Add +1.0% 205 $11K
Newton One Investments LLC 0.00% New 200 $11K
Provenance Wealth Advisors, LLC 0.00% No change 200 $11K
First PREMIER Bank 0.00% Reduce -24.8% 191 $10K
City State Bank 0.00% No change 180 $10K
Versant Capital Management, Inc 0.00% Reduce -90.6% 180 $10K
Planning Strategies Inc. 0.01% — 176 $9K
Brooklyn FI, LLC 0.00% New 157 $9K
Wolff Wiese Magana LLC 0.00% Reduce -1.7% 171 $9K
Robinswood Financial LLC 0.00% Add +84.8% 170 $9K
Hurley Capital, LLC 0.00% Add +0.6% 157 $8K
DiNuzzo Private Wealth, Inc. 0.00% Add +28.3% 154 $8K
Core Alternative Capital 0.00% No change 150 $8K
Acumen Wealth Advisors, LLC 0.00% New 150 $8K
Asset Dedication, LLC 0.00% Reduce -11.1% 144 $8K
Eukles Asset Management 0.00% Reduce -6.5% 144 $8K
Orion Capital Management LLC 0.00% New 139 $7K
Kilter Group LLC 0.00% No change 138 $7K
Arlington Trust Co LLC 0.00% New 136 $7K
Spectrum Wealth Advisory Group, LLC 0.00% New 136 $7K
Bank & Trust Co 0.00% No change 134 $7K
Vision Retirement, LLC 0.00% Reduce -28.6% 132 $7K
Piscataqua Savings Bank 0.00% No change 130 $7K
Aspect Partners, LLC 0.00% Add +23.5% 126 $7K
Fairway Wealth LLC 0.00% New 120 $6K
Foster Dykema Cabot & Partners, LLC 0.00% No change 116 $6K
Go Invest LLC 0.00% Add +57.5% 115 $6K
GHP Investment Advisors, Inc. 0.00% No change 110 $6K
First Pacific Financial 0.00% Add +970.0% 107 $6K
American Capital Advisory, LLC 0.00% No change 106 $6K
JPL Wealth Management, LLC 0.00% Reduce -91.8% 100 $5K
Abound Financial, LLC 0.00% No change 96 $5K
SWAN Capital LLC 0.00% No change 96 $5K
Beaird Harris Wealth Management, LLC 0.00% Reduce -99.6% 91 $5K
Mosley Wealth Management 0.00% New 85 $5K
Financial Management Professionals, Inc. 0.00% No change 84 $4K
Miller Global Investments, LLC 0.00% New 83 $4K
Ankerstar Wealth, LLC 0.00% No change 70 $4K
Bogart Wealth, LLC 0.00% Add +1.5% 69 $4K
Kozak & Associates, Inc. 0.00% No change 68 $4K
Community Financial Services Group, LLC 0.00% New 68 $4K
Lloyd Advisory Services, LLC. 0.00% Reduce -76.2% 60 $3K
WealthCollab, LLC 0.00% New 51 $3K
Advanced Asset Management Advisors Inc 0.00% No change 50 $3K
Timbuktu Capital Management, LLC 0.00% — 47 $3K
1 North Wealth Services LLC 0.00% New 47 $2K
3Chopt Investment Partners, LLC 0.00% No change 40 $2K
Lavaca Capital LLC 0.00% No change 36 $2K
Minot DeBlois Advisors LLC 0.00% No change 35 $2K
Transce3nd, LLC 0.02% No change 32 $2K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 28 $1K
Truvestments Capital LLC 0.00% No change 28 $1K
Mechanics Financial Corp 0.00% New 24 $1K
LM Advisors LLC 0.01% Add +5566.8% 23,517 $1K
Arvest Investments, Inc. 0.00% No change 21 $1K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 18 $956
HM Payson & Co. 0.00% Reduce -99.4% 14 $745
Vanguard National Trust Co 0.00% No change 14 $744
Tounjian Advisory Partners, LLC 0.00% Reduce -99.7% 13 $689
Atwood & Palmer Inc. 0.00% New 11 $585
Valued Wealth Advisors LLC 0.00% No change 9 $463
GFS Advisors, LLC 0.00% Add +0.0% 65,910 $254
Parallax Volatility Advisers, L.P. 0.00% Reduce -100.0% 2 $106
Central Pacific Bank - Trust Division 0.00% No change 2 $106

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