Alerian MLP ETFAMLPETF
13F holders, Q2 2024 (June 30)644holders +9
50new positions
37sold out
5famous investors
$47.92avg. 13F price*
At the end of Q2 2024, 644 institutions reported holding Alerian MLP ETF (AMLP) in their 13F filings, up 9 from Q1 2024. 50 opened new positions and 37 sold out. The largest holders were Morgan Stanley ($584.7M), Goldman Sachs Group Inc. ($362.0M) and Bank of America Corp. ($329.1M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Alerian MLP ETF
- Filed as
- ALPS ETF TR (Q2 2024)
- CUSIP
- 00162Q452
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $49.7M |
| Exits | 37 | $51.8M |
All 13F filers, Q1 2024 → Q2 2024: 7,673,663 shares bought and 4,150,780 shares sold, net +3,522,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 644 holders
| Morgan Stanley | 0.05% | Add +14.0% | 12,186,131 | $584.7M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -4.1% | 7,545,532 | $362.0M |
| Bank of America Corp. | 0.03% | Add +10.3% | 6,858,334 | $329.1M |
| Wells Fargo & Company | 0.07% | Reduce -1.1% | 5,285,401 | $253.6M |
| UBS Group AG | 0.04% | Add +2.3% | 2,772,264 | $133.0M |
| Creative Planning | 0.12% | Reduce -1.9% | 2,346,531 | $112.6M |
| LPL Financial LLC | 0.05% | Add +8.9% | 2,124,708 | $101.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +15.7% | 2,007,435 | $96.3M |
| 1832 Asset Management L.P. | 0.16% | Reduce -4.8% | 1,820,174 | $87.3M |
| Royal Bank of Canada | 0.02% | Add +4.5% | 1,695,155 | $81.3M |
| Allen Investment Management, LLC | 0.77% | Add +16.8% | 1,315,442 | $63.1M |
| Rational Advisors, Inc. | 6.15% | Reduce -6.5% | 1,281,676 | $61.5M |
| Ameriprise Financial Inc. | 0.02% | Add +18.8% | 1,189,171 | $57.1M |
| Stifel Financial Corp. | 0.06% | Add +14.8% | 1,150,005 | $55.2M |
| Raymond James & Associates | 0.03% | Reduce -27.9% | 1,036,845 | $49.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -3.8% | 1,027,043 | $49.3M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +7.7% | 970,811 | $46.6M |
| Stephens Inc. | 0.70% | Add +2.3% | 957,344 | $45.9M |
| Tiaa Trust, National Association | 0.14% | Reduce -3.3% | 948,926 | $45.3M |
| Ocean Park Asset Management, LLC | 2.12% | No change | 931,640 | $44.7M |
| HighTower Advisors, LLC | 0.06% | Add +2.2% | 788,057 | $37.8M |
| Naviter Wealth, LLC | 5.50% | Add +28.1% | 768,276 | $36.9M |
| Deutsche Bank AG | 0.02% | Reduce -12.0% | 705,545 | $33.9M |
| Osaic Holdings, Inc. | 0.08% | Reduce -16.3% | 673,814 | $32.3M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -1.3% | 665,719 | $31.9M |
| First American Trust, FSB | 2.57% | Reduce -12.8% | 534,114 | $25.6M |
| Choreo, LLC | 0.41% | Add +2.3% | 508,768 | $24.5M |
| Blair William & Co. | 0.07% | Add +260.0% | 484,890 | $23.3M |
| US Bancorp \de | 0.03% | Add +2059.4% | 451,247 | $21.7M |
| Captrust Financial Advisors | 0.07% | Reduce -2.2% | 447,176 | $21.5M |
| Cetera Investment Advisers | 0.05% | Reduce -3.9% | 424,848 | $20.4M |
| Maryland State Retirement & Pension System | 0.35% | No change | 399,453 | $19.2M |
| Prime Capital Investment Advisors, LLC | 0.28% | Reduce -7.7% | 395,923 | $19.0M |
| NewEdge Advisors, LLC | 0.13% | Add +233.3% | 375,554 | $18.0M |
| Janney Montgomery Scott LLC | 0.05% | Add +3.3% | 363,472 | $17.4M |
| Proficio Capital Partners LLC | 1.81% | Add +1.8% | 360,049 | $17.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +14.9% | 324,747 | $15.6M |
| Searcy Financial Services Inc. | 7.69% | Add +0.9% | 321,083 | $15.4M |
| Allen Wealth Management, LLC | 13.61% | Add +1.4% | 318,725 | $15.3M |
| Summit Financial Wealth Advisors, LLC | 2.95% | Add +0.5% | 303,492 | $14.6M |
| Householder Group Estate & Retirement Specialist, LLC | 4.04% | Reduce -0.1% | 299,773 | $14.4M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +2.1% | 295,669 | $14.2M |
| Orion Portfolio Solutions, LLC | 0.15% | Add +2.1% | 295,669 | $14.2M |
| Advisors Preferred, LLC | 2.44% | Reduce -10.6% | 292,390 | $14.1M |
| Baldwin Wealth Partners LLC | 0.98% | Reduce -12.8% | 261,553 | $12.5M |
| IronBridge Private Wealth, LLC | 4.69% | Add +4.3% | 260,861 | $12.5M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -26.8% | 251,037 | $12.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +7.0% | 245,875 | $11.8M |
| Novare Capital Management LLC | 1.04% | No change | 240,375 | $11.5M |
| Checchi Capital Advisers, LLC | 0.90% | Add +0.4% | 235,943 | $11.3M |
| Prospera Financial Services Inc | 0.31% | Add +0.6% | 233,412 | $11.2M |
| Tectonic Advisors LLC | 0.80% | Add +0.1% | 230,898 | $11.1M |
| Fortem Financial Group, LLC | 4.76% | Reduce -0.8% | 230,727 | $11.1M |
| Wealth Alliance, LLC | 1.42% | Add +7.8% | 229,241 | $11.0M |
| New Harbor Financial Group, LLC | 3.62% | New | 226,431 | $10.9M |
| Violich Capital Management, Inc. | 1.44% | Add +5.2% | 221,420 | $10.6M |
| Virtu Financial LLC | 0.68% | New | 204,327 | $9.8M |
| Nicolet Advisory Services, LLC | 0.93% | Add +7.5% | 202,726 | $9.8M |
| Riggs Asset Managment Co. Inc. | 2.86% | Add +2.6% | 200,125 | $9.6M |
| Fifth Third Securities, Inc. | 0.88% | Reduce -6.2% | 199,161 | $9.6M |
| Spirepoint Private Client, LLC | 1.30% | Add +3.5% | 190,598 | $9.1M |
| Private Advisor Group, LLC | 0.06% | Add +7.9% | 189,786 | $9.1M |
| Spectrum Wealth Counsel, LLC | 1.13% | Reduce -6.3% | 185,614 | $8.9M |
| Shikiar Asset Management Inc. | 2.61% | Add +14.8% | 185,505 | $8.9M |
| Mercer Global Advisors Inc. | 0.02% | Add +2.3% | 183,962 | $8.8M |
| North Star Investment Management Corp. | 0.65% | Add +3.0% | 183,835 | $8.8M |
| Muhlenkamp & Co. Inc. | 2.61% | No change | 174,555 | $8.4M |
| Punch & Associates Investment Management, Inc. | 0.49% | Reduce -12.7% | 173,013 | $8.3M |
| PFG Advisors | 0.56% | Reduce -3.8% | 172,045 | $8.3M |
| Elgethun Capital Management | 1.97% | Add +1.8% | 162,503 | $7.8M |
| Williams Jones Wealth Management, LLC. | 0.10% | Add +397.9% | 159,953 | $7.7M |
| Cibc World Market Inc. | 0.02% | Reduce -0.8% | 159,713 | $7.7M |
| Lake Hills Wealth Management, LLC | 5.49% | Reduce -0.1% | 159,493 | $7.7M |
| Evergreen Capital Management LLC | 0.28% | Add +0.5% | 159,466 | $7.7M |
| Advisory Services Network, LLC | 0.16% | Add +26.6% | 157,849 | $7.6M |
| McKinley Capital Management LLC | 1.31% | Reduce -1.0% | 156,558 | $7.5M |
| Vista Finance, LLC | 11.49% | Add +97.6% | 156,205 | $7.5M |
| Nicolet Bankshares Inc. | 1.50% | Add +63.8% | 149,226 | $7.2M |
| Madison Park Capital Advisors, LLC | 5.80% | Add +6.2% | 144,581 | $6.9M |
| CBRE Investment Management Listed Real Assets LLC | 0.13% | Reduce -2.1% | 141,981 | $6.8M |
| Cowa, LLC | 3.62% | Reduce -1.7% | 141,407 | $6.8M |
| Brick & Kyle, Associates | 2.79% | Add +3.5% | 140,219 | $6.7M |
| Left Brain Wealth Management, LLC | 3.13% | Add +0.4% | 139,928 | $6.7M |
| MML Investors Services, LLC | 0.03% | Add +79.1% | 132,484 | $6.4M |
| Commerce Bank | 0.04% | Add +2.4% | 130,768 | $6.3M |
| FWL Investment Management, LLC | 3.14% | Add +0.8% | 129,803 | $6.2M |
| Bullseye Investment Management, LLC | 4.22% | Reduce -21.6% | 136,615 | $6.1M |
| Truist Financial Corp. | 0.01% | Add +14.1% | 118,304 | $5.7M |
| Eagle Strategies LLC | 1.05% | Add +856.8% | 114,504 | $5.5M |
| Corient Private Wealth LP | 0.01% | Reduce -5.2% | 114,203 | $5.5M |
| Independent Financial Group, LLC | 0.22% | Reduce -7.7% | 112,033 | $5.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -83.7% | 111,043 | $5.3M |
| Mariner, LLC | 0.01% | Add +7.7% | 110,226 | $5.3M |
| Fortis Group Advisors, LLC | 1.04% | Add +23.4% | 109,170 | $5.2M |
| Sanctuary Advisors, LLC | 0.04% | — | 108,088 | $5.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +11.2% | 105,954 | $5.1M |
| Cibc World Markets Corp. | 0.03% | Add +0.9% | 105,088 | $5.0M |
| NTV Asset Management LLC | 0.72% | Add +16.4% | 104,409 | $5.0M |
| Herbst Group, LLC | 3.03% | Reduce -3.5% | 103,953 | $5.0M |
| Citigroup Inc. | 0.00% | Add +17.1% | 101,870 | $4.9M |
| Prudential Financial Inc. | 0.01% | Add +30.7% | 101,704 | $4.9M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -0.1% | 101,146 | $4.9M |
| CW Advisors, LLC | 0.08% | Reduce -6.5% | 99,989 | $4.8M |
| Congress Asset Management Co. | 0.03% | Reduce -6.8% | 99,720 | $4.8M |
| Transcend Capital Advisors, LLC | 0.35% | Add +21.9% | 99,364 | $4.8M |
| Southern Farm Bureau Life Insurance | 0.77% | No change | 97,825 | $4.7M |
| Comerica Bank | 0.02% | Add +4.8% | 96,236 | $4.6M |
| D.A. Davidson & Co. | 0.04% | Reduce -1.1% | 93,905 | $4.5M |
| Assetmark, Inc. | 0.01% | Add +1122537.5% | 89,811 | $4.3M |
| White Pine Investment CO | 1.25% | Add +3.1% | 88,805 | $4.3M |
| Lido Advisors, LLC | 0.04% | Add +4.4% | 88,646 | $4.3M |
| Wealthspire Advisors, LLC | 0.05% | Add +0.3% | 88,228 | $4.2M |
| IFP Advisors, Inc | 0.17% | Add +275.9% | 86,802 | $4.2M |
| Continental Advisors LLC | 3.20% | No change | 86,223 | $4.1M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -3.5% | 84,827 | $4.1M |
| Integrated Advisors Network LLC | 0.21% | Reduce -6.5% | 83,453 | $4.0M |
| RiverTree Advisors, LLC | 2.69% | Add +2.4% | 81,996 | $3.9M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -8.3% | 80,521 | $3.9M |
| Cerity Partners LLC | 0.01% | Add +0.8% | 78,229 | $3.8M |
| Financial Advocates Investment Management | 0.23% | Add +5.6% | 76,481 | $3.7M |
| TKG Advisors, LLC | 1.97% | Add +4.2% | 75,845 | $3.6M |
| Focus Partners Wealth | 0.01% | Add +63.9% | 75,311 | $3.6M |
| Kingsview Wealth Management, LLC | 0.08% | Add +13.3% | 74,780 | $3.6M |
| Apollon Wealth Management, LLC | 0.11% | Add +2.1% | 74,193 | $3.6M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Add +8.3% | 73,058 | $3.5M |
| Essex Financial Services, Inc. | 0.25% | Add +9.4% | 74,127 | $3.4M |
| Y-Intercept (Hong Kong) Ltd | 0.19% | Add +149.7% | 71,367 | $3.4M |
| Clare Market Investments LLC | 0.94% | Add +10.8% | 69,828 | $3.4M |
| Forte Asset Management LLC | 1.96% | Add +0.2% | 69,351 | $3.3M |
| Centaurus Financial, Inc. | 0.22% | Add +40.9% | 68,543 | $3.3M |
| Salem Investment Counselors Inc. | 0.10% | Add +9.9% | 67,063 | $3.2M |
| Trivium Point Advisory, LLC | 0.47% | Add +623.3% | 66,318 | $3.2M |
| Jaffetilchin Investment Partners, LLC | 0.27% | Add +3.9% | 65,351 | $3.1M |
| Greatmark Investment Partners, Inc. | 0.45% | Reduce -3.8% | 64,623 | $3.1M |
| Global Retirement Partners, LLC | 0.10% | Add +1360.8% | 64,334 | $3.1M |
| Anthracite Investment Company, Inc. | 1.64% | Add +28.5% | 64,240 | $3.1M |
| Mills Wealth Advisors LLC | 2.19% | Add +9.5% | 63,731 | $3.1M |
| SMART Wealth LLC | 1.21% | Add +31.4% | 62,361 | $3.0M |
| Cyndeo Wealth Partners, LLC | 0.23% | Add +3.1% | 62,299 | $3.0M |
| Shepherd Kaplan Krochuk, LLC | 2.36% | Add +3.9% | 62,291 | $3.0M |
| Berkeley Capital Partners, LLC | 0.89% | Reduce -2.6% | 61,389 | $2.9M |
| Intrinsic Edge Capital Management LLC | 0.28% | No change | 60,000 | $2.9M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -71.8% | 59,996 | $2.9M |
| Heartwood Wealth Advisors LLC | 0.34% | Add +2.1% | 59,992 | $2.9M |
| Schechter Investment Advisors, LLC | 0.22% | No change | 59,796 | $2.9M |
| Sculati Wealth Management, LLC | 1.22% | Reduce -0.0% | 59,435 | $2.9M |
| Allen Capital Group, LLC | 0.40% | Reduce -1.6% | 59,411 | $2.9M |
| G&S Capital LLC | 1.24% | Add +2.8% | 58,370 | $2.8M |
| Jackson Hole Capital Partners, LLC | 0.62% | Add +0.7% | 58,500 | $2.8M |
| Mayflower Financial Advisors, LLC | 0.46% | Add +3.9% | 58,422 | $2.8M |
| Mesirow Financial Investment Management, Inc. | 0.06% | Add +3.0% | 58,020 | $2.8M |
| Hancock Whitney Corp. | 0.09% | Add +19.1% | 57,934 | $2.8M |
| Freestone Capital Holdings, LLC | 0.10% | Add +9.8% | 57,562 | $2.8M |
| Pekin Hardy Strauss, Inc. | 0.38% | Reduce -1.2% | 57,272 | $2.7M |
| Chicago Partners Investment Group LLC | 0.10% | Reduce -4.3% | 55,857 | $2.7M |
| Horizon Kinetics Asset Management LLC | 0.05% | Add +4.5% | 55,497 | $2.7M |
| Stratos Wealth Advisors, LLC | 0.13% | New | 55,348 | $2.7M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +23.3% | 55,339 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Add +122.7% | 55,235 | $2.7M |
| World Investment Advisors | 0.16% | Add +0.7% | 54,926 | $2.6M |
| Cypress Capital Management LLC (WY) | 2.80% | Reduce -0.3% | 54,328 | $2.6M |
| Cascade Financial Partners, LLC | 0.34% | Reduce -0.7% | 53,870 | $2.6M |
| DAVENPORT & Co LLC | 0.02% | Add +1.3% | 52,802 | $2.5M |
| Algorithmic Investment Models, LLC | 1.98% | New | 52,752 | $2.5M |
| Relative Value Partners Group, LLC | 0.33% | New | 52,397 | $2.5M |
| Lake Street Private Wealth, LLC | 0.33% | Add +2.6% | 52,397 | $2.5M |
| Sierra Capital LLC | 0.32% | Add +11.7% | 49,972 | $2.4M |
| Bramshill Investments, LLC | 0.26% | Add +4.2% | 49,344 | $2.4M |
| Bollard Group LLC | 0.07% | Add +1.9% | 49,079 | $2.4M |
| MGB Wealth Management, LLC | 0.87% | Add +22.6% | 48,221 | $2.3M |
| Griffin Asset Management, Inc. | 0.27% | Add +55.8% | 47,820 | $2.3M |
| FFG Retirement Advisors LLC | 1.57% | Add +67.5% | 46,969 | $2.3M |
| Perigon Wealth Management, LLC | 0.06% | Add +29.0% | 46,537 | $2.2M |
| ArchPoint Investors | 0.83% | Reduce -3.9% | 46,325 | $2.2M |
| Sageworth Trust Co | 0.14% | No change | 45,932 | $2.2M |
| Brighton Jones LLC | 0.07% | Reduce -1.7% | 44,931 | $2.2M |
| Tradewinds, LLC. | 0.66% | New | 44,466 | $2.1M |
| Philadelphia Trust Co. | 0.16% | Reduce -1.3% | 44,112 | $2.1M |
| Tocqueville Asset Management L.P. | 0.03% | Reduce -4.2% | 44,073 | $2.1M |
| Resonant Capital Advisors, LLC | 0.17% | Add +0.1% | 43,337 | $2.1M |
| AXS Investments LLC | 0.58% | Add +207.8% | 43,086 | $2.1M |
| Activest Wealth Management | 0.68% | Add +605.5% | 42,972 | $2.1M |
| Raymond James Trust N.A. | 0.05% | Reduce -0.8% | 42,839 | $2.1M |
| Cary Street Partners Investment Advisory LLC | 0.08% | Add +9.0% | 42,376 | $2.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.22% | Add +25.4% | 42,026 | $2.0M |
| Hilltop Holdings Inc. | 0.23% | Reduce -0.9% | 41,441 | $2.0M |
| Primoris Wealth Advisors, LLC | 1.59% | Add +41.9% | 41,336 | $2.0M |
| Main Street Financial Solutions, LLC | 0.19% | Reduce -4.0% | 41,320 | $2.0M |
| WealthBridge Capital Management, LLC | 0.65% | Add +7.0% | 40,804 | $2.0M |
| Engineers Gate Manager LP | 0.04% | Add +425.1% | 40,744 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -1.4% | 40,722 | $2.0M |
| Barry Investment Advisors, LLC | 0.66% | Add +0.6% | 40,557 | $1.9M |
| Palouse Capital Management, Inc. | 1.28% | Reduce -1.0% | 39,866 | $1.9M |
| Balefire, LLC | 0.67% | Reduce -10.0% | 39,267 | $1.9M |
| Founders Financial Securities LLC | 0.17% | Add +3.3% | 37,790 | $1.8M |
| Aprio Wealth Management, LLC | 0.33% | Add +81.1% | 37,636 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -8.5% | 37,115 | $1.8M |
| Invesco Ltd. | 0.00% | Reduce -19.2% | 36,896 | $1.8M |
| Sigma Planning Corp | 0.06% | Add +9.1% | 36,866 | $1.8M |
| Easterly Investment Partners LLC | 0.15% | Reduce -21.4% | 36,618 | $1.8M |
| Flaharty Asset Management, LLC | 0.26% | Reduce -1.6% | 36,126 | $1.7M |
| Arete Wealth Advisors, LLC | 0.14% | Add +3.7% | 36,024 | $1.7M |
| Regency Capital Management Inc.\DE | 1.11% | New | 35,875 | $1.7M |
| Fortis Advisors, LLC | 1.19% | Add +2.0% | 35,100 | $1.7M |
| Aviance Capital Partners, LLC | 0.24% | Add +3.3% | 35,087 | $1.7M |
| D. E. Shaw & Co. | 0.00% | Add +235.1% | 35,036 | $1.7M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -27.6% | 34,073 | $1.6M |
| Providence First Trust Co | 0.73% | Add +8.0% | 33,671 | $1.6M |
| Wealthstar Advisors, LLC | 1.31% | New | 33,621 | $1.6M |
| Patten & Patten Inc. | 0.11% | Reduce -1.9% | 33,490 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +9.5% | 32,628 | $1.6M |
| Blueprint Investment Partners LLC | 0.34% | New | 32,512 | $1.6M |
| Smart Portfolios, LLC | 1.57% | New | 32,466 | $1.6M |
| Continuum Advisory, LLC | 0.22% | Add +0.4% | 32,328 | $1.6M |
| Equitable Holdings, Inc. | 0.02% | Add +253.7% | 31,736 | $1.5M |
| HFG Wealth Management, LLC | 0.95% | Add +4.9% | 31,031 | $1.5M |
| Private Trust Co. NA | 0.16% | Add +11.3% | 30,816 | $1.5M |
| Brookstone Capital Management | 0.02% | Reduce -19.4% | 30,217 | $1.5M |
| Nvwm, LLC | 0.39% | Reduce -38.7% | 30,692 | $1.5M |
| HCR Wealth Advisors | 0.21% | Add +19.9% | 30,588 | $1.5M |
| Southport Management, L.L.C. | 6.55% | No change | 30,500 | $1.5M |
| Moran Wealth Management, LLC | 0.05% | Reduce -6.8% | 30,166 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +339.3% | 29,510 | $1.4M |
| Aurora Private Wealth, Inc. | 1.23% | Add +0.7% | 29,265 | $1.4M |
| Arkos Global Advisors | 0.22% | No change | 28,910 | $1.4M |
| Wakefield Asset Management LLLP | 0.48% | Reduce -1.7% | 28,880 | $1.4M |
| Dumont & Blake Investment Advisors LLC | 0.20% | Add +99.3% | 28,822 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +78.3% | 27,945 | $1.3M |
| Granite Group Advisors, LLC | 1.01% | Reduce -1.4% | 27,708 | $1.3M |
| Fiduciary Trust Co | 0.02% | No change | 27,677 | $1.3M |
| Dearborn Partners LLC | 0.06% | Reduce -1.9% | 27,660 | $1.3M |
| Synovus Financial Corp. | 0.02% | Add +1.4% | 27,629 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -58.2% | 27,461 | $1.3M |
| Pure Financial Advisors, LLC | 0.04% | Add +2.1% | 27,259 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.2% | 27,216 | $1.3M |
| Millennium Management | 0.00% | Add +365.8% | 27,163 | $1.3M |
| Americana Partners, LLC | 0.10% | Reduce -3.2% | 27,015 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +2.0% | 26,856 | $1.3M |
| Guardian Wealth Advisors, LLC / NC | 0.15% | Reduce -11.9% | 26,839 | $1.3M |
| FMR LLC | 0.00% | Add +7.2% | 26,766 | $1.3M |
| Westside Investment Management, Inc. | 0.29% | Add +0.6% | 26,762 | $1.3M |
| Aveo Capital Partners, LLC | 0.15% | Add +35.2% | 26,699 | $1.3M |
| Allworth Financial LP | 0.01% | Add +230.3% | 26,110 | $1.3M |
| First PREMIER Bank | 0.34% | Reduce -1.3% | 26,222 | $1.3M |
| Savant Capital, LLC | 0.01% | Add +0.4% | 25,921 | $1.2M |
| International Assets Investment Management, LLC | 0.12% | Add +4.1% | 25,457 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 25,152 | $1.2M |
| Lavaca Capital LLC | 0.66% | No change | 25,000 | $1.2M |
| Beirne Wealth Consulting Services, LLC | 0.48% | Add +0.7% | 24,973 | $1.2M |
| Samalin Investment Counsel, LLC | 0.55% | Add +60.4% | 24,660 | $1.2M |
| Saxon Interests, Inc. | 0.56% | Add +2.1% | 24,524 | $1.2M |
| S. R. Schill & Associates | 0.51% | Reduce -65.1% | 24,401 | $1.2M |
| Pointe Capital Management LLC | 0.72% | Reduce -0.3% | 24,088 | $1.2M |
| CSS LLC | 0.25% | Add +7727.5% | 23,874 | $1.1M |
| CPA Asset Management Group, LLC | 0.61% | No change | 23,585 | $1.1M |
| Sterling Investment Management, LLC | 0.85% | Reduce -4.5% | 23,320 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.10% | Add +130.0% | 23,237 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -2.8% | 23,210 | $1.1M |
| Whalen Wealth Management Inc. | 0.88% | Reduce -5.3% | 23,146 | $1.1M |
| Regal Investment Advisors LLC | 0.07% | Reduce -9.2% | 22,697 | $1.1M |
| GoalVest Advisory LLC | 0.35% | New | 22,536 | $1.1M |
| Powell Investment Advisors, LLC | 0.56% | Reduce -6.8% | 22,361 | $1.1M |
| Stamos Capital Partners, L.P. | 0.23% | Reduce -15.9% | 22,220 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +24.2% | 22,108 | $1.1M |
| First Commonwealth Financial Corp | 0.27% | Reduce -1.0% | 21,748 | $1.0M |
| Miller Investment Management, LP | 0.12% | Reduce -0.2% | 21,656 | $1.0M |
| Oxbow Advisors, LLC | 0.12% | Add +399.9% | 21,425 | $1.0M |
| Islay Capital Management, LLC | 0.74% | Reduce -2.9% | 21,397 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -1.0% | 21,269 | $1.0M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +22.4% | 21,066 | $1.0M |
| Indie Asset Partners, LLC | 0.79% | No change | 20,775 | $997K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +13.3% | 20,731 | $995K |
| Lanark Financial, Inc. | 0.09% | Add +0.9% | 20,515 | $984K |
| Park Avenue Securities LLC | 0.01% | Reduce -3.8% | 20,517 | $984K |
| Benjamin Edwards Inc. | 0.19% | Add +47.0% | 20,362 | $977K |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -2.5% | 20,211 | $970K |
| J. Safra Sarasin Holding AG | 0.02% | — | 20,000 | $960K |
| GAMCO Investors | 0.01% | Reduce -0.3% | 19,920 | $956K |
| Boyce & Associates Wealth Consulting, Inc. | 1.12% | Add +27.0% | 19,917 | $956K |
| Fourpath Capital Management, LLC | 0.71% | Add +0.5% | 19,880 | $954K |
| BBR Partners, LLC | 0.08% | No change | 19,739 | $947K |
| Auour Investments LLC | 0.35% | No change | 19,446 | $933K |
| Krilogy Financial LLC | 0.07% | Add +12.3% | 19,444 | $933K |
| First Merchants Corp. | 0.04% | No change | 19,087 | $916K |
| SpiderRock Advisors, LLC | 0.02% | Add +0.4% | 18,975 | $910K |
| Highland Capital Management, LLC | 0.05% | Add +2.7% | 18,799 | $902K |
| Oak Family Advisors, LLC | 0.34% | Add +0.4% | 18,585 | $892K |
| Provident Wealth Management, LLC | 0.32% | Reduce -24.8% | 18,434 | $884K |
| Brown Advisory Inc. | 0.00% | Add +87.7% | 18,395 | $883K |
| Capital Advisors, Ltd. LLC | 0.11% | Add +1.4% | 18,337 | $880K |
| McGowan Group Asset Management, Inc. | 0.12% | Reduce -4.1% | 18,142 | $870K |
| Level Four Advisory Services, LLC | 0.04% | Add +1.9% | 17,915 | $860K |
| Vigilare Wealth Management | 0.38% | Add +4.1% | 17,804 | $854K |
| McDonald Partners LLC | 0.23% | Add +0.7% | 17,673 | $848K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +8.8% | 17,566 | $843K |
| Provenance Wealth Advisors, LLC | 0.12% | No change | 17,542 | $842K |
| Raab & Moskowitz Asset Management LLC | 0.23% | Reduce -5.0% | 17,260 | $828K |
| FWG Holdings, LLC | 0.41% | Reduce -0.1% | 16,902 | $826K |
| Graypoint LLC | 0.06% | Reduce -2.5% | 16,954 | $813K |
| Trilogy Capital Inc. | 0.04% | New | 16,665 | $800K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -32.3% | 16,622 | $798K |
| Waldron Private Wealth LLC | 0.04% | No change | 16,562 | $795K |
| Smithbridge Asset Management Inc. | 0.16% | Add +0.1% | 16,540 | $794K |
| Wealth Advisory Solutions, LLC | 0.21% | No change | 16,500 | $792K |
| J. Goldman & Co LP | 0.03% | Reduce -51.5% | 16,500 | $792K |
| Wealthspire Retirement, LLC | 0.07% | Add +0.6% | 16,492 | $791K |
| Perissos Private Wealth Management, LLC | 0.70% | Add +14.6% | 16,390 | $786K |
| Bison Wealth, LLC | 0.13% | No change | 16,536 | $785K |
| Prevail Innovative Wealth Advisors, LLC | 0.28% | Add +63.3% | 16,232 | $779K |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -2.2% | 16,128 | $774K |
| Marble Harbor Investment Counsel, LLC | 0.09% | New | 16,100 | $772K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +21.4% | 15,954 | $765K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +5.0% | 15,895 | $763K |
| Gould Asset Management LLC | 0.18% | Reduce -1.5% | 15,852 | $761K |
| Covenant Asset Management, LLC | 0.17% | Reduce -2.7% | 15,565 | $747K |
| Retirement Financial Solutions, LLC | 0.35% | Add +17.4% | 15,509 | $744K |
| Keebeck Wealth Management | 0.11% | No change | 15,500 | $744K |
| Bokf, NA | 0.01% | Add +34.6% | 15,400 | $739K |
| Moloney Securities Asset Management, LLC | 0.11% | Add +0.4% | 15,143 | $727K |
| Mainsail Asset Management, LLC | 0.58% | No change | 15,136 | $726K |
| Sunbelt Securities, Inc. | 0.07% | Reduce -0.3% | 15,057 | $722K |
| Cresset Asset Management, LLC | 0.00% | Reduce -28.3% | 15,032 | $721K |
| Glaxis Capital Management, LLC | 1.25% | Add +50.0% | 15,000 | $720K |
| Sowell Financial Services LLC | 0.03% | Add +33.6% | 14,909 | $715K |
| Hyman Charles D | 0.04% | Reduce -4.0% | 14,885 | $714K |
| MBA Advisors LLC | 0.37% | Reduce -1.3% | 14,880 | $714K |
| Jeppson Wealth Management, LLC | 0.27% | Add +0.1% | 14,853 | $713K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +22.2% | 14,711 | $706K |
| Onyx Bridge Wealth Group LLC | 0.11% | Reduce -0.3% | 14,588 | $700K |
| Burke & Herbert Bank & Trust Co. | 0.17% | New | 14,585 | $700K |
| Endowment Wealth Management, Inc. | 0.51% | Add +1.9% | 14,459 | $694K |
| SteelPeak Wealth, LLC | 0.03% | Add +181.7% | 14,331 | $688K |
| Faithward Advisors, LLC | 0.12% | Add +13.3% | 14,325 | $687K |
| Trexquant Investment LP | 0.01% | New | 14,203 | $681K |
| Strategy Asset Managers LLC | 0.15% | Reduce -11.3% | 17,082 | $670K |
| Argent Advisors, Inc. | 0.26% | No change | 13,865 | $665K |
| Compound Planning, Inc. | 0.05% | Add +9.6% | 13,842 | $664K |
| DDFG, Inc | 0.20% | Reduce -7.5% | 13,814 | $663K |
| Quantum Portfolio Management LLC | 0.38% | Reduce -1.1% | 13,786 | $661K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 13,769 | $661K |
| Gateway Wealth Partners, LLC | 0.19% | Add +6.0% | 13,303 | $638K |
| FF Advisors,LLC | 0.45% | No change | 13,300 | $638K |
| Operose Advisors LLC | 0.23% | Add +2.0% | 13,273 | $637K |
| OneDigital Investment Advisors LLC | 0.01% | Add +28.8% | 13,206 | $634K |
| Northern Trust Corp. | 0.00% | Reduce -0.5% | 12,948 | $621K |
| Harbour Investments, Inc. | 0.02% | Add +43.0% | 12,748 | $612K |
| Focus Financial Network, Inc. | 0.03% | Add +10.4% | 12,433 | $607K |
| Independent Advisor Alliance | 0.02% | Add +151.1% | 12,557 | $602K |
| Wealth Effects LLC | 0.22% | Reduce -0.4% | 12,535 | $601K |
| Jefferies Financial Group Inc. | 0.01% | Add +0.9% | 12,521 | $601K |
| Quadrature Capital Ltd | 0.01% | New | 12,539 | $601K |
| Hamilton Wealth, LLC | 0.16% | Add +13.8% | 12,493 | $599K |
| Walker Asset Management, LLC | 0.40% | Add +0.4% | 12,340 | $592K |
| LMCG Investments, LLC | 0.03% | Add +26.7% | 12,303 | $590K |
| Good Life Advisors, LLC | 0.05% | Add +21.2% | 12,287 | $590K |
| Cwm, LLC | 0.00% | Reduce -7.3% | 12,224 | $587K |
| Greytown Advisors Inc. | 0.34% | Reduce -0.2% | 12,084 | $580K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -1.8% | 12,045 | $578K |
| Titleist Asset Management, LLC | 0.09% | Add +10.7% | 12,040 | $578K |
| Lake Street Advisors Group, LLC | 0.03% | No change | 12,000 | $576K |
| Sfmg, LLC | 0.05% | No change | 11,750 | $564K |
| Prepared Retirement Institute LLC | 0.37% | Add +0.1% | 11,730 | $563K |
| Summit Financial, LLC | 0.03% | Add +94.8% | 11,631 | $558K |
| Northwest Wealth Management, LLC | 0.14% | Reduce -0.0% | 11,557 | $555K |
| Novak & Powell Financial Services, Inc. | 0.34% | Add +1.8% | 11,544 | $554K |
| Smith, Moore & Co. | 0.06% | Add +0.4% | 11,505 | $552K |
| Evexia Wealth LLC | 0.20% | Add +36.2% | 10,887 | $535K |
| Pinion Investment Advisors, LLC | 0.27% | New | 11,139 | $534K |
| Blue Trust, Inc. | 0.01% | Add +62.0% | 11,201 | $532K |
| NewEdge Wealth, LLC | 0.01% | No change | 11,072 | $531K |
| WealthTrust Axiom LLC | 0.18% | Add +1.5% | 11,070 | $531K |
| Stonegate Investment Group, LLC | 0.02% | No change | 11,037 | $530K |
| Zacks Investment Management | 0.01% | Reduce -0.9% | 10,941 | $525K |
| Bank of Montreal | 0.00% | Reduce -84.3% | 10,916 | $524K |
| Fort Point Capital Partners LLC | 0.07% | Reduce -4.8% | 10,868 | $521K |
| BluePointe Capital Management, LLC | 0.35% | No change | 10,860 | $521K |
| Empire Financial Management Company, LLC | 0.17% | No change | 10,800 | $518K |
| MAI Capital Management | 0.01% | Reduce -4.5% | 10,705 | $514K |
| Moors & Cabot, Inc. | 0.03% | Add +0.0% | 10,545 | $506K |
| Tyler-Stone Wealth Management | 0.21% | Add +1.9% | 10,534 | $505K |
| Anchor Investment Management, LLC | 0.05% | Reduce -1.6% | 10,520 | $505K |
| Venture Visionary Partners LLC | 0.02% | Reduce -0.0% | 10,402 | $499K |
| Beaumont Financial Advisors, LLC | 0.04% | Add +14.2% | 10,393 | $499K |
| Segment Wealth Management, LLC | 0.04% | No change | 10,375 | $498K |
| Kovack Advisors, Inc. | 0.05% | Add +6.2% | 10,277 | $493K |
| Mach-1 Financial Group, LLC | 0.35% | Add +0.1% | 10,243 | $492K |
| Fiduciary Group, LLC | 0.05% | Add +103.0% | 10,150 | $487K |
| Ballew Advisors, Inc | 0.32% | Add +6.4% | 9,980 | $486K |
| Mutual Advisors, LLC | 0.01% | Reduce -20.0% | 10,119 | $486K |
| Fiducient Advisors LLC | 0.07% | New | 10,013 | $480K |
| Kercheville Advisors, LLC | 0.21% | Add +17.6% | 10,000 | $480K |
| Securian Asset Management, Inc. | 0.01% | No change | 10,000 | $480K |
| Ulland Investment Advisors, LLC | 0.36% | Add +2.2% | 9,890 | $475K |
| Avior Wealth Management, LLC | 0.02% | Add +3.6% | 9,729 | $467K |
| Wealthfront Advisers LLC | 0.00% | Add +18.8% | 9,683 | $465K |
| Aspen Grove Capital, LLC | 0.11% | No change | 9,590 | $460K |
| Smithfield Trust Co | 0.02% | No change | 9,571 | $459K |
| Windsor Advisory Group, LLC | 0.91% | No change | 9,500 | $456K |
| PFG Investments, LLC | 0.03% | Add +31.7% | 9,398 | $451K |
| Steel Grove Capital Advisors, LLC | 0.06% | Reduce -3.4% | 9,371 | $450K |
| RFG Advisory, LLC | 0.01% | Reduce -1.8% | 9,214 | $442K |
| Visionary Wealth Advisors | 0.03% | Add +29.1% | 9,087 | $436K |
| Invst, LLC | 0.05% | Reduce -1.8% | 9,039 | $435K |
| Sapient Capital LLC | 0.01% | No change | 8,949 | $429K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.0% | 8,948 | $429K |
| Opal Wealth Advisors, LLC | 0.14% | Add +0.7% | 8,925 | $428K |
| 9258 Wealth Management, LLC | 0.07% | Reduce -1.3% | 8,851 | $425K |
| Regions Financial Corp. | 0.00% | Add +2.0% | 8,840 | $424K |
| Burton Enright Welch | 0.10% | New | 8,782 | $421K |
| Courier Capital LLC | 0.03% | Reduce -1.6% | 8,778 | $421K |
| Dividend Assets Capital, LLC | 0.08% | No change | 8,635 | $414K |
| Capital Asset Advisory Services LLC | 0.02% | Add +47.0% | 8,526 | $412K |
| TRUE Private Wealth Advisors | 0.05% | Add +1.5% | 8,537 | $410K |
| Childress Capital Advisors, LLC | 0.11% | Reduce -32.0% | 8,500 | $408K |
| Virtue Capital Management, LLC | 0.07% | Reduce -18.3% | 8,169 | $401K |
| Belpointe Asset Management LLC | 0.03% | Reduce -42.4% | 8,358 | $401K |
| RFP Financial Group LLC | 0.15% | No change | 8,289 | $398K |
| Atlas Capital Advisors Inc. | 0.05% | No change | 8,141 | $391K |
| Pingora Partners LLC | 0.28% | Reduce -4.7% | 8,128 | $390K |
| First Foundation Advisors | 0.01% | Reduce -2.5% | 7,928 | $380K |
| Alpha Omega Wealth Management LLC | 0.07% | Add +0.7% | 7,771 | $373K |
| Howard Wealth Management, LLC | 0.29% | Add +11.3% | 7,737 | $371K |
| Retirement Planning Group, LLC | 0.02% | Add +24.3% | 7,612 | $365K |
| Wedbush Securities Inc. | 0.01% | Add +6.0% | 7,615 | $365K |
| Greystone Financial Group, LLC | 0.07% | Reduce -1.2% | 7,557 | $363K |
| Wbi Investments, LLC | 0.09% | Reduce -13.7% | 7,536 | $362K |
| Castle Rock Wealth Management, LLC | 0.09% | No change | 7,483 | $360K |
| Gentry Private Wealth, LLC | 0.32% | — | 7,509 | $360K |
| Spotlight Asset Group, Inc. | 0.25% | No change | 7,500 | $360K |
| Keybank National Association | 0.00% | Add +55.8% | 7,465 | $358K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +25.0% | 7,456 | $358K |
| LVW Advisors, LLC | 0.05% | Add +32.4% | 7,355 | $353K |
| Allred Capital Management, LLC | 0.14% | Add +27.4% | 7,347 | $352K |
| Bank of New York Mellon Corp | 0.00% | Add +6.3% | 7,285 | $350K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.3% | 7,246 | $348K |
| Strategic Financial Concepts, LLC | 0.20% | New | 101,202 | $347K |
| WMG Financial Advisors, LLC | 0.18% | New | 7,205 | $346K |
| BTS Asset Management, Inc. | 0.32% | Reduce -13.7% | 7,165 | $344K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -57.7% | 7,130 | $342K |
| Global Trust Asset Management, LLC | 0.14% | Add +12.1% | 7,120 | $342K |
| Investment Planning Advisors, Inc. | 0.17% | — | 6,891 | $331K |
| Cannell & Spears LLC | 0.01% | New | 6,840 | $328K |
| Franklin Resources Inc. | 0.00% | No change | 6,800 | $326K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +23.8% | 6,773 | $325K |
| ORG Partners LLC | 0.04% | New | 6,686 | $322K |
| Independent Wealth Network Inc. | 0.15% | Add +0.3% | 6,703 | $322K |
| Ferguson Shapiro LLC | 0.13% | New | 6,691 | $321K |
| Barometer Capital Management Inc. | 0.12% | Add +549.0% | 6,620 | $318K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +718.6% | 6,614 | $317K |
| CoreCap Advisors, LLC | 0.03% | Add +45.1% | 6,579 | $316K |
| IHT Wealth Management, LLC | 0.01% | Add +0.3% | 6,562 | $315K |
| CIBC Private Wealth Group LLC | 0.00% | Add +42.7% | 6,431 | $310K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -6.2% | 6,411 | $308K |
| First Trust Direct Indexing L.P. | 0.02% | New | 6,318 | $303K |
| Collaborative Wealth Managment Inc. | 0.15% | Add +0.1% | 6,292 | $302K |
| Lazari Capital Management, Inc. | 0.14% | No change | 6,280 | $301K |
| FFT Wealth Management LLC | 0.03% | Add +2.4% | 6,211 | $298K |
| Edge Wealth Management LLC | 0.06% | No change | 6,195 | $297K |
| Register Financial Advisors LLC | 0.15% | Reduce -0.1% | 6,194 | $297K |
| Tiemann Investment Advisors, LLC | 0.13% | Reduce -10.9% | 6,100 | $293K |
| HB Wealth Management, LLC | 0.00% | No change | 6,082 | $292K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +0.9% | 6,055 | $291K |
| Baird Financial Group, Inc. | 0.00% | Reduce -25.5% | 6,046 | $290K |
| Ethos Financial Group, LLC | 0.05% | No change | 6,000 | $288K |
| TD Private Client Wealth LLC | 0.01% | Add +26.1% | 5,975 | $287K |
| Fernwood Investment Management, LLC | 0.09% | No change | 5,953 | $286K |
| Cypress Wealth Services, LLC | 0.06% | Add +1.6% | 5,804 | $278K |
| Bessemer Group Inc. | 0.00% | No change | 5,795 | $278K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.11% | No change | 5,750 | $278K |
| Buckhead Capital Management LLC | 0.09% | No change | 5,751 | $276K |
| Mattern Wealth Management LLC | 0.07% | New | 5,700 | $273K |
| Bogart Wealth, LLC | 0.01% | Add +160.3% | 5,683 | $273K |
| RDA Financial Network | 0.09% | Add +4.6% | 5,677 | $272K |
| NorthStar Asset Management LLC | 0.19% | New | 5,670 | $272K |
| &partners | 0.01% | New | 5,666 | $272K |
| Larson Financial Group LLC | 0.02% | No change | 5,637 | $270K |
| Moseley Investment Management Inc. | 0.13% | Reduce -2.1% | 5,620 | $270K |
| Trek Financial, LLC | 0.02% | Reduce -45.5% | 5,616 | $269K |
| Trustmark Bank Trust Department | 0.02% | Add +0.9% | 5,607 | $269K |
| Ieq Capital, LLC | 0.00% | Add +1.4% | 5,594 | $268K |
| Edge Capital Group, LLC | 0.01% | No change | 5,572 | $267K |
| MPS Loria Financial Planners, LLC | 0.09% | Add +0.0% | 5,513 | $265K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -20.1% | 5,487 | $263K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +3.8% | 5,448 | $261K |
| Keudell/Morrison Wealth Management | 0.08% | No change | 5,432 | $261K |
| Noesis Capital Mangement Corp. | 0.06% | New | 5,400 | $259K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -0.6% | 5,300 | $256K |
| Brandywine Oak Private Wealth LLC | 0.03% | No change | 5,333 | $256K |
| Teamwork Financial Advisors, LLC | 0.04% | Add +5.6% | 5,071 | $243K |
| Verus Capital Partners, LLC | 0.03% | Add +0.2% | 5,064 | $243K |
| Wesbanco Bank Inc. | 0.01% | Reduce -7.3% | 5,056 | $243K |
| Stableford Capital II LLC | 0.10% | Add +6.6% | 4,950 | $242K |
| Osborne Partners Capital Management, LLC | 0.01% | No change | 5,035 | $242K |
| Mayfair Advisory Group, LLC | 0.16% | New | 4,973 | $241K |
| Clear Creek Financial Management, LLC | 0.03% | Add +9.2% | 4,993 | $240K |
| Long Run Wealth Advisors, LLC | 0.06% | Add +1.6% | 4,981 | $239K |
| IFG Advisory, LLC | 0.02% | New | 4,973 | $239K |
| Walleye Trading LLC | 0.00% | Add +891.6% | 4,958 | $238K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.1% | 4,917 | $236K |
| Renaissance Technologies | 0.00% | Reduce -81.4% | 4,900 | $235K |
| Spire Wealth Management | 0.01% | Reduce -34.4% | 4,876 | $234K |
| Gilman Hill Asset Management, LLC | 0.04% | Add +0.5% | 4,875 | $234K |
| Lindbrook Capital, LLC | 0.02% | No change | 4,865 | $233K |
| EP Wealth Advisors, LLC | 0.00% | Add +1.0% | 4,860 | $233K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.3% | 4,843 | $232K |
| Atria Investments, Inc | 0.00% | New | 4,829 | $232K |
| Mgo One Seven LLC | 0.01% | Add +11.8% | 4,778 | $229K |
| McKinley Carter Wealth Services, Inc. | 0.01% | No change | 4,720 | $226K |
| Chickasaw Capital Management LLC | 0.01% | Add +4.3% | 4,680 | $225K |
| Richard C. Young & CO., LTD. | 0.03% | Add +0.6% | 4,655 | $223K |
| Walled Lake Planning & Wealth Management, LLC | 0.09% | No change | 4,650 | $223K |
| Intellectus Partners, LLC | 0.06% | Reduce -8.9% | 4,642 | $223K |
| DF Dent & Co. Inc. | 0.00% | Add +4.8% | 4,598 | $221K |
| Lauer Wealth, LLC | 0.17% | No change | 4,553 | $220K |
| NFSG Corp | 0.08% | Reduce -1.6% | 4,568 | $219K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 4,554 | $219K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +33.3% | 4,529 | $217K |
| Wellington Shields Capital Management, LLC | 0.04% | Add +0.0% | 4,526 | $217K |
| Focus Partners Advisor Solutions, LLC | 0.01% | No change | 4,526 | $217K |
| Private Capital Management LLC | 0.04% | Reduce -0.6% | 4,510 | $216K |
| CreativeOne Wealth, LLC | 0.01% | Add +6.8% | 4,510 | $216K |
| Lyell Wealth Management, LP | 0.02% | New | 4,500 | $216K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -2.2% | 4,455 | $214K |
| Formidable Asset Management, LLC | 0.03% | New | 4,435 | $213K |
| Arkadios Wealth Advisors | 0.01% | New | 4,408 | $211K |
| Greenwood Capital Associates LLC | 0.03% | Reduce -3.1% | 4,369 | $210K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 4,354 | $209K |
| Premier Path Wealth Partners, LLC | 0.04% | Reduce -15.2% | 4,338 | $208K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -36.0% | 4,335 | $208K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +1.0% | 4,269 | $205K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -5.0% | 4,262 | $205K |
| Southland Equity Partners LLC | 0.06% | New | 4,252 | $204K |
| WP Advisors, LLC | 0.06% | New | 4,227 | $203K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -15.5% | 4,032 | $193K |
| Icon Wealth Advisors, LLC | 0.02% | Add +1.9% | 3,681 | $177K |
| First Horizon Advisors, Inc. | 0.01% | Add +1.6% | 3,405 | $163K |
| Realta Investment Advisors | 0.03% | Reduce -17.6% | 3,384 | $162K |
| Castleview Partners, LLC | 0.09% | Reduce -3.9% | 3,158 | $152K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -59.8% | 3,150 | $151K |
| Fifth Third Bancorp | 0.00% | Reduce -29.2% | 3,145 | $151K |
| Farther Finance Advisors, LLC | 0.01% | Add +98.0% | 3,108 | $150K |
| Wellington Shields & Co., LLC | 0.05% | No change | 3,120 | $150K |
| PSI Advisors, LLC | 0.05% | Reduce -20.8% | 3,104 | $149K |
| Rye Brook Capital LLC | 0.19% | No change | 3,000 | $144K |
| Arlington Trust Co LLC | 0.03% | New | 2,957 | $142K |
| Whittier Trust Co. | 0.00% | Add +14.1% | 2,844 | $136K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 2,831 | $136K |
| Parallel Advisors, LLC | 0.00% | Reduce -49.9% | 2,829 | $136K |
| Hilltop National Bank | 0.04% | No change | 2,800 | $134K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -3.5% | 2,748 | $132K |
| Citadel Advisors | 0.00% | Reduce -98.1% | 2,457 | $118K |
| Principal Securities, Inc. | 0.00% | Reduce -63.2% | 2,199 | $106K |
| LGT Financial Advisors LLC | 0.22% | Reduce -14.6% | 2,188 | $105K |
| Elevation Wealth Partners, LLC | 0.05% | Add +1.8% | 2,180 | $105K |
| ICA Group Wealth Management, LLC | 0.06% | Add +138.6% | 2,150 | $103K |
| CENTRAL TRUST Co | 0.00% | Reduce -2.3% | 2,144 | $103K |
| Zions Bancorporation, N.A. | 0.01% | New | 2,000 | $96K |
| Montag A & Associates Inc. | 0.00% | Add +0.1% | 1,953 | $94K |
| Atticus Wealth Management, LLC | 0.03% | Add +21.8% | 1,948 | $93K |
| Albion Financial Group | 0.01% | No change | 1,940 | $93K |
| Carmichael Hill & Associates, Inc. | 0.04% | Add +0.9% | 1,859 | $89K |
| Ancora Advisors LLC | 0.00% | Add +9.5% | 1,680 | $81K |
| Brown Brothers Harriman & Co. | 0.00% | Add +32.1% | 1,647 | $79K |
| Kathleen S. Wright Associates Inc. | 0.03% | No change | 1,546 | $74K |
| SWS Partners | 0.02% | New | 1,544 | $74K |
| Colonial Trust Advisors | 0.01% | No change | 1,495 | $72K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -38.8% | 1,419 | $68K |
| Optimum Investment Advisors | 0.03% | Add +40.0% | 1,400 | $67K |
| Eagle Bay Advisors LLC | 0.04% | Add +2.0% | 1,381 | $66K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,350 | $65K |
| Sandy Spring Bank | 0.00% | Reduce -37.1% | 1,346 | $65K |
| Friedenthal Financial | 0.04% | Add +3.1% | 1,286 | $62K |
| Citizens National Bank Trust Department | 0.01% | No change | 1,260 | $60K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 1,137 | $55K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Reduce -87.4% | 1,120 | $54K |
| Institutional & Family Asset Management, LLC | 0.01% | Add +2.0% | 1,099 | $53K |
| Ridgewood Investments LLC | 0.03% | New | 1,075 | $52K |
| Russell Investments Group, Ltd. | 0.00% | Add +70.1% | 966 | $46K |
| Sound Income Strategies, LLC | 0.00% | Reduce -53.0% | 867 | $42K |
| First United Bank & Trust | 0.01% | No change | 834 | $40K |
| Founders Capital Management | 0.03% | No change | 808 | $39K |
| Colonial Trust Co / SC | 0.01% | No change | 791 | $38K |
| Sanctuary Wealth Management, L.L.C. | 0.03% | No change | 760 | $36K |
| Summer Road LLC | 0.03% | New | 692 | $33K |
| Asset Dedication, LLC | 0.00% | Add +1244.0% | 672 | $32K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -26.7% | 605 | $29K |
| Red Tortoise LLC | 0.02% | New | 600 | $29K |
| GS Investments, Inc. | 0.01% | No change | 600 | $29K |
| McIlrath & Eck, LLC | 0.00% | Add +48.6% | 599 | $29K |
| Archer Investment Corp | 0.01% | No change | 543 | $26K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +56.8% | 511 | $25K |
| City Holding Co. | 0.00% | No change | 500 | $24K |
| Capital Analysts, LLC | 0.00% | Reduce -38.0% | 471 | $23K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -22.9% | 432 | $21K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 431 | $21K |
| Logan Capital Management Inc. | 0.00% | No change | 400 | $19K |
| UMB Bank, n.a. | 0.00% | No change | 400 | $19K |
| Heck Capital Advisors, LLC | 0.00% | Add +1275.9% | 399 | $19K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 397 | $19K |
| M&R Capital Management Inc. | 0.00% | No change | 373 | $18K |
| Macroview Investment Management LLC | 0.02% | Add +2.1% | 333 | $16K |
| CGC Financial Services, LLC | 0.01% | No change | 325 | $16K |
| Barrett & Company, Inc. | 0.01% | No change | 300 | $14K |
| Wiser Advisor Group LLC | 0.02% | Add +2.4% | 261 | $12K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 257 | $12K |
| BlackRock Inc. | 0.00% | No change | 255 | $12K |
| Cyrus J. Lawrence, LLC | 0.00% | No change | 245 | $11K |
| Country Trust Bank | 0.00% | No change | 220 | $11K |
| WFA of San Diego, LLC | 0.01% | — | 200 | $10K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 200 | $10K |
| Gradient Investments LLC | 0.00% | New | 200 | $10K |
| Thompson Investment Management, Inc. | 0.00% | No change | 193 | $9K |
| Davis Capital Management | 0.01% | Add +1.7% | 184 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -91.3% | 171 | $8K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +2.4% | 172 | $8K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 171 | $8K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -80.9% | 168 | $8K |
| Avion Wealth | 0.00% | Reduce -70.4% | 168 | $8K |
| Independence Bank of Kentucky | 0.00% | No change | 160 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | — | 155 | $7K |
| Blume Capital Management, Inc. | 0.00% | No change | 153 | $7K |
| Oakworth Capital, Inc. | 0.00% | No change | 150 | $7K |
| Morgan Dempsey Capital Management LLC | 0.00% | No change | 147 | $7K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 139 | $7K |
| Arax Advisory Partners | 0.00% | No change | 128 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 125 | $6K |
| Creekmur Asset Management LLC | 0.00% | Reduce -94.6% | 111 | $5K |
| Planning Capital Management Corp | 0.00% | No change | 110 | $5K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 108 | $5K |
| Abound Wealth Management | 0.00% | Add +1.9% | 106 | $5K |
| Johnson Financial Group, Inc. | 0.00% | New | 99 | $5K |
| Financial Connections Group, Inc. | 0.00% | New | 84 | $4K |
| Missouri Trust & Investment Co | 0.00% | No change | 81 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 80 | $4K |
| Venturi Wealth Management, LLC | 0.00% | No change | 62 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 60 | $3K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 58 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 52 | $2K |
| Signaturefd, LLC | 0.00% | No change | 50 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 44 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 35 | $2K |
| MV Capital Management, Inc. | 0.00% | No change | 18 | $864 |
| Laurel Wealth Advisors LLC | 0.00% | New | 15 | $680 |
| Toronto Dominion Bank | 0.00% | New | 2 | $96 |
"% of holder's portfolio" is AMLP's weight in each manager's 13F, not the share of Alerian MLP ETF the manager owns.