Alerian MLP ETFAMLPETF
13F holders, Q4 2025 (December 31)775holders +46
57new positions
46sold out
7famous investors
$46.77avg. 13F price*
At the end of Q4 2025, 775 institutions reported holding Alerian MLP ETF (AMLP) in their 13F filings, up 46 from Q3 2025. 57 opened new positions and 46 sold out. The largest holders were Morgan Stanley ($678.4M), Bank of America Corp. ($403.1M) and Wells Fargo & Company ($331.4M). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Alerian MLP ETF
- Filed as
- ALPS ETF TR (Q4 2025)
- CUSIP
- 00162Q452
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $48.8M |
| Exits | 46 | $75.1M |
All 13F filers, Q3 2025 → Q4 2025: 5,222,197 shares bought and 7,241,102 shares sold, net −2,018,905 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 775 holders
| Morgan Stanley | 0.04% | Reduce -4.1% | 14,428,816 | $678.4M |
| Bank of America Corp. | 0.03% | Add +3.1% | 8,572,160 | $403.1M |
| Wells Fargo & Company | 0.06% | Reduce -2.0% | 7,047,351 | $331.4M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -7.9% | 7,010,723 | $329.6M |
| Allen Investment Management, LLC | 1.95% | Add +7.1% | 3,751,091 | $176.4M |
| LPL Financial LLC | 0.04% | Reduce -1.7% | 3,118,732 | $146.6M |
| UBS Group AG | 0.03% | Reduce -4.6% | 3,082,158 | $144.9M |
| Raymond James Financial Inc. | 0.04% | Add +0.7% | 2,564,934 | $120.6M |
| Royal Bank of Canada | 0.02% | Reduce -0.9% | 2,260,149 | $106.3M |
| Creative Planning | 0.08% | Reduce -0.3% | 2,254,417 | $106.0M |
| US Bancorp \de | 0.08% | Add +17.7% | 1,409,498 | $66.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -15.1% | 1,305,045 | $61.3M |
| Naviter Wealth, LLC | 7.35% | Reduce -14.2% | 1,198,323 | $56.3M |
| Stephens Inc. | 0.59% | Reduce -6.6% | 1,012,846 | $47.6M |
| Stifel Financial Corp. | 0.04% | Reduce -6.0% | 1,003,312 | $47.2M |
| Tiaa Trust, National Association | 0.11% | Reduce -0.5% | 983,759 | $46.4M |
| Osaic Holdings, Inc. | 0.06% | Reduce -12.0% | 868,886 | $40.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -12.2% | 826,135 | $38.8M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -12.7% | 799,483 | $37.6M |
| Commonwealth Equity Services, LLC | 0.05% | Add +9.4% | 763,542 | $35.9M |
| HighTower Advisors, LLC | 0.04% | Reduce -9.9% | 752,637 | $35.4M |
| Proficio Capital Partners LLC | 2.37% | Add +39.8% | 718,380 | $33.8M |
| Assetmark, Inc. | 0.07% | Reduce -4.1% | 687,435 | $32.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -46.5% | 681,709 | $32.1M |
| Blair William & Co. | 0.07% | Add +0.7% | 530,590 | $24.9M |
| EP Wealth Advisors, LLC | 0.13% | — | 518,319 | $24.4M |
| School Employees Retirement Board of Ohio | 11.64% | No change | 506,822 | $23.8M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -11.5% | 496,967 | $23.4M |
| Cetera Investment Advisers | 0.03% | Reduce -2.9% | 492,027 | $23.1M |
| Quadrature Capital Ltd | 0.23% | Add +709.1% | 476,492 | $22.4M |
| Captrust Financial Advisors | 0.04% | Add +1.1% | 441,931 | $20.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +5.1% | 434,195 | $20.3M |
| Choreo, LLC | 0.25% | Reduce -3.0% | 408,204 | $19.3M |
| Thrivent Financial for Lutherans | 0.03% | Add +1508.5% | 406,459 | $19.1M |
| NewEdge Advisors, LLC | 0.07% | Reduce -14.8% | 404,117 | $19.0M |
| FWL Investment Management, LLC | 4.44% | Add +15.1% | 392,396 | $18.5M |
| Aprio Wealth Management, LLC | 1.05% | Add +7.7% | 387,540 | $18.2M |
| Searcy Financial Services Inc. | 6.55% | Add +6.6% | 375,719 | $17.7M |
| Spirepoint Private Client, LLC | 1.68% | Add +14.5% | 373,406 | $17.6M |
| Nomura Asset Management Co. Ltd. | 0.04% | Reduce -20.8% | 371,900 | $17.5M |
| First American Trust, FSB | 1.17% | Reduce -3.3% | 362,252 | $17.0M |
| TRUE Private Wealth Advisors | 1.67% | Add +1.6% | 354,031 | $16.6M |
| Violich Capital Management, Inc. | 1.76% | Add +23.7% | 335,815 | $15.8M |
| D.A. Davidson & Co. | 0.09% | Add +3.1% | 329,419 | $15.5M |
| RS Crum Inc. | 3.04% | Add +3.1% | 323,359 | $15.2M |
| Checchi Capital Advisers, LLC | 1.02% | Add +0.3% | 320,098 | $15.1M |
| Focus Partners Wealth | 0.02% | Reduce -0.5% | 317,701 | $14.9M |
| Prospera Financial Services Inc | 0.24% | Reduce -3.0% | 308,582 | $14.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -4.8% | 298,989 | $14.1M |
| Trivium Point Advisory, LLC | 1.36% | Add +16.1% | 287,063 | $13.5M |
| Gateway Wealth Partners, LLC | 1.49% | Reduce -3.3% | 285,091 | $13.4M |
| Allworth Financial LP | 0.05% | Reduce -2.0% | 282,175 | $13.3M |
| Wealth Alliance, LLC | 1.27% | Reduce -6.3% | 274,965 | $12.9M |
| Tectonic Advisors LLC | 0.67% | Reduce -10.3% | 268,336 | $12.6M |
| IronBridge Private Wealth, LLC | 3.92% | No change | 263,983 | $12.4M |
| Summit Financial Wealth Advisors, LLC | 1.74% | Reduce -22.2% | 259,174 | $12.2M |
| Cary Street Partners Financial LLC | 0.30% | Add +19.1% | 257,238 | $12.1M |
| Nuveen, LLC | 0.00% | No change | 253,147 | $11.9M |
| Novare Capital Management LLC | 0.87% | Add +3.1% | 247,500 | $11.6M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +3.1% | 242,784 | $11.4M |
| Fortem Financial Group, LLC | 3.04% | Reduce -0.5% | 242,111 | $11.4M |
| Truffle Hound Capital, LLC | 6.60% | No change | 240,000 | $11.3M |
| Hilton Capital Management, LLC | 0.85% | Add +1.4% | 238,681 | $11.2M |
| Oxbow Advisors, LLC | 0.95% | Add +11.8% | 226,260 | $10.6M |
| Prime Capital Investment Advisors, LLC | 0.13% | Reduce -0.4% | 223,647 | $10.5M |
| North Star Investment Management Corp. | 0.66% | Add +10.8% | 222,961 | $10.5M |
| Vista Finance, LLC | 6.92% | Reduce -0.8% | 221,153 | $10.4M |
| Private Advisor Group, LLC | 0.05% | Add +0.6% | 216,906 | $10.2M |
| Baldwin Wealth Partners LLC | 0.65% | Reduce -2.6% | 215,274 | $10.1M |
| Jones Financial Companies LLLP | 0.01% | Add +8.4% | 206,323 | $9.7M |
| Granby Capital Management, LLC | 5.02% | New | 200,000 | $9.4M |
| Elgethun Capital Management | 1.53% | Add +6.1% | 188,564 | $8.9M |
| Sanctuary Advisors, LLC | 0.05% | Add +20.3% | 184,231 | $8.7M |
| Shikiar Asset Management Inc. | 2.34% | Reduce -3.3% | 183,675 | $8.6M |
| Oak Harvest Investment Services | 0.93% | Add +8.6% | 181,682 | $8.5M |
| Williams Jones Wealth Management, LLC. | 0.10% | Reduce -1.3% | 180,905 | $8.5M |
| Muhlenkamp & Co. Inc. | 2.23% | Reduce -0.2% | 176,301 | $8.3M |
| Citigroup Inc. | 0.01% | Add +7.4% | 175,970 | $8.3M |
| Bard Associates Inc. | 2.09% | Add +70.7% | 172,527 | $8.1M |
| Brick & Kyle, Associates | 2.88% | Reduce -1.8% | 172,307 | $8.1M |
| Transcend Capital Advisors, LLC | 0.62% | Add +24.3% | 170,189 | $8.0M |
| Nicolet Advisory Services, LLC | 0.52% | Reduce -24.9% | 160,871 | $7.8M |
| Evergreen Capital Management LLC | 0.17% | Reduce -6.4% | 165,031 | $7.8M |
| Kera Capital Partners, Inc. | 0.95% | Add +52.5% | 154,355 | $7.7M |
| DAVENPORT & Co LLC | 0.04% | Add +13.0% | 162,254 | $7.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +1.4% | 158,818 | $7.5M |
| Nwam LLC | 0.41% | Reduce -2.2% | 156,083 | $7.4M |
| Enclave Advisors LLC | 1.04% | Reduce -53.5% | 155,689 | $7.3M |
| Fortis Group Advisors, LLC | 1.20% | Add +1.4% | 143,044 | $7.2M |
| Qube Research & Technologies Ltd | 0.01% | Add +212.5% | 150,992 | $7.1M |
| Commerce Bank | 0.04% | Add +0.2% | 150,502 | $7.1M |
| D. E. Shaw & Co. | 0.01% | Add +438.0% | 147,104 | $6.9M |
| Left Brain Wealth Management, LLC | 2.39% | Add +0.9% | 146,961 | $6.9M |
| Ball & Co Wealth Management Inc. | 4.43% | Reduce -32.5% | 146,297 | $6.9M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -17.3% | 140,518 | $6.6M |
| Citadel Advisors | 0.00% | Add +316.1% | 140,092 | $6.6M |
| Advisors Asset Management, Inc. | 0.11% | Add +8.2% | 137,372 | $6.5M |
| ORG Partners LLC | 1.13% | Reduce -8.3% | 134,523 | $6.3M |
| NTV Asset Management LLC | 0.66% | Add +3.6% | 132,913 | $6.2M |
| Brown Advisory Inc. | 0.01% | Add +96.2% | 131,792 | $6.2M |
| Cerity Partners LLC | 0.01% | Add +18.8% | 128,663 | $6.0M |
| Mariner, LLC | 0.01% | Reduce -6.4% | 128,378 | $6.0M |
| Corient Private Wealth LP | 0.01% | Add +11.5% | 127,503 | $6.0M |
| Nicolet Bankshares Inc. | 0.94% | Reduce -4.3% | 125,324 | $5.9M |
| Lido Advisors, LLC | 0.02% | Add +0.8% | 124,511 | $5.8M |
| Eagle Strategies LLC | 0.74% | Add +9.6% | 123,643 | $5.8M |
| LYNX Capital Group Ltd. | 2.66% | Add +1.0% | 123,284 | $5.8M |
| Oak Family Advisors, LLC | 1.72% | Reduce -19.0% | 119,478 | $5.6M |
| Element Wealth, LLC | 2.28% | Reduce -1.4% | 116,985 | $5.5M |
| Griffin Asset Management, Inc. | 0.59% | Reduce -0.3% | 116,844 | $5.5M |
| U.S. Capital Wealth Advisors, LLC | 0.14% | Add +8.1% | 116,499 | $5.5M |
| Clarity Financial LLC | 0.50% | Reduce -3.3% | 115,709 | $5.4M |
| Comerica Bank | 0.02% | Add +1.5% | 113,357 | $5.3M |
| Advisory Services Network, LLC | 0.07% | Reduce -28.7% | 112,727 | $5.3M |
| 5th Street Advisors, LLC | 2.47% | Add +19.6% | 112,651 | $5.3M |
| &partners | 0.03% | Add +6.3% | 110,800 | $5.2M |
| Haven Private, LLC | 2.26% | Add +4.8% | 109,954 | $5.2M |
| Cyndeo Wealth Partners, LLC | 0.28% | Add +6.0% | 108,933 | $5.1M |
| Lake Hills Wealth Management, LLC | 2.65% | Add +7.1% | 108,197 | $5.1M |
| Allen Wealth Management, LLC | 3.00% | Reduce -67.8% | 106,042 | $5.0M |
| MML Investors Services, LLC | 0.01% | Reduce -31.0% | 105,695 | $5.0M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -18.5% | 101,524 | $4.8M |
| Sterling Investment Management, LLC | 2.69% | Reduce -0.8% | 100,723 | $4.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +32.6% | 100,602 | $4.7M |
| Southern Farm Bureau Life Insurance | 0.48% | No change | 97,825 | $4.6M |
| Truist Financial Corp. | 0.01% | Add +6.3% | 96,140 | $4.5M |
| United Capital Financial Advisors, LLC | 0.03% | Add +13.0% | 95,189 | $4.5M |
| Denali Advisors LLC | 0.49% | Add +0.4% | 94,641 | $4.5M |
| White Pine Investment CO | 1.03% | Add +1.7% | 93,046 | $4.4M |
| Balefire, LLC | 0.84% | Add +5.5% | 92,175 | $4.3M |
| TKG Advisors, LLC | 1.74% | Add +1.8% | 92,002 | $4.3M |
| Intrinsic Edge Capital Management LLC | 0.82% | No change | 90,000 | $4.2M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +3.9% | 165,583 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | New | 88,081 | $4.1M |
| IFP Advisors, Inc | 0.09% | Add +70.5% | 87,903 | $4.1M |
| Americana Partners, LLC | 0.11% | Add +167.2% | 87,410 | $4.1M |
| Punch & Associates Investment Management, Inc. | 0.24% | Reduce -0.4% | 87,148 | $4.1M |
| Lake Street Private Wealth, LLC | 0.50% | Add +6.8% | 86,541 | $4.1M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -5.5% | 85,688 | $4.0M |
| SMART Wealth LLC | 1.23% | New | 85,565 | $4.0M |
| Quantinno Capital Management LP | 0.01% | Add +61.8% | 85,281 | $4.0M |
| Salem Investment Counselors Inc. | 0.11% | Add +1.1% | 84,497 | $4.0M |
| 1 North Wealth Services LLC | 1.39% | Add +5.4% | 83,869 | $3.9M |
| Sacks & Associates, LLC | 2.88% | — | 83,351 | $3.9M |
| Mayflower Financial Advisors, LLC | 0.47% | Reduce -1.2% | 82,893 | $3.9M |
| AlphaCore Capital LLC | 0.09% | Add +4.1% | 81,583 | $3.8M |
| Continuum Advisory, LLC | 0.38% | Reduce -1.7% | 80,803 | $3.8M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -5.6% | 77,403 | $3.6M |
| Integrated Advisors Network LLC | 0.16% | Add +20.7% | 76,883 | $3.6M |
| Pathstone Holdings, LLC | 0.01% | Add +11.3% | 75,758 | $3.6M |
| Continental Advisors LLC | 2.31% | No change | 75,723 | $3.6M |
| Cowa, LLC | 1.08% | Reduce -4.3% | 75,551 | $3.6M |
| Stamos Capital Partners, L.P. | 0.57% | Add +48.7% | 75,427 | $3.5M |
| Stansberry Asset Management, LLC | 0.36% | Reduce -60.7% | 75,074 | $3.5M |
| Mesirow Financial Investment Management, Inc. | 0.07% | Reduce -10.5% | 74,942 | $3.5M |
| Chicago Partners Investment Group LLC | 0.09% | Add +7.3% | 71,542 | $3.5M |
| SteelPeak Wealth, LLC | 0.11% | Reduce -16.9% | 73,201 | $3.4M |
| Scotia Capital Inc. | 0.01% | Add +14.5% | 73,077 | $3.4M |
| Allen Capital Group, LLC | 0.31% | Add +2.2% | 72,569 | $3.4M |
| SCS Capital Management LLC | 0.04% | Reduce -0.1% | 72,428 | $3.4M |
| Wills Financial Group LLC | 1.30% | New | 72,361 | $3.4M |
| G&S Capital LLC | 1.20% | Add +2.6% | 72,080 | $3.4M |
| Artesa Financial Group, LLC | 3.48% | — | 71,994 | $3.4M |
| Financial Sense Advisors, Inc. | 0.70% | Reduce -20.5% | 70,687 | $3.3M |
| Congress Asset Management Co. | 0.02% | Reduce -5.3% | 70,370 | $3.3M |
| MGB Wealth Management, LLC | 0.95% | Reduce -9.7% | 70,297 | $3.3M |
| TT Capital Management LLC | 2.63% | Reduce -2.0% | 70,165 | $3.3M |
| BTG Pactual Asset Management US LLC | 0.37% | Add +0.2% | 67,158 | $3.3M |
| Independent Financial Group, LLC | 0.07% | Reduce -6.7% | 68,406 | $3.2M |
| Madison Park Capital Advisors, LLC | 2.60% | Reduce -12.3% | 68,106 | $3.2M |
| Retirement Planning Group, LLC | 0.10% | Add +13.7% | 67,340 | $3.2M |
| Elevation Point Wealth Partners, LLC | 0.15% | Add +25.1% | 66,251 | $3.1M |
| Payne Capital Management, LLC | 0.98% | Add +11.5% | 65,739 | $3.1M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +24.9% | 65,401 | $3.1M |
| Global Retirement Partners, LLC | 0.05% | Reduce -35.4% | 64,937 | $3.1M |
| SAM Advisors, LLC | 0.96% | Add +7.8% | 64,711 | $3.0M |
| Pinnacle Financial Partners, Inc. | 0.02% | — | 63,996 | $3.0M |
| Berkeley Capital Partners, LLC | 0.70% | Add +0.9% | 63,205 | $3.0M |
| GAMCO Investors | 0.03% | Reduce -0.2% | 63,100 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Add +16.1% | 62,781 | $3.0M |
| Freestone Capital Holdings, LLC | 0.09% | Add +1.6% | 62,772 | $3.0M |
| Jaffetilchin Investment Partners, LLC | 0.17% | Add +1.8% | 62,531 | $2.9M |
| Cresset Asset Management, LLC | 0.01% | Add +78.6% | 61,641 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +20.2% | 61,401 | $2.9M |
| Prevail Innovative Wealth Advisors, LLC | 0.51% | Add +27.4% | 60,990 | $2.9M |
| Horizon Kinetics Asset Management LLC | 0.04% | Add +1.1% | 60,307 | $2.8M |
| Greatmark Investment Partners, Inc. | 0.33% | Add +1.9% | 59,325 | $2.8M |
| Belpointe Asset Management LLC | 0.10% | Reduce -23.8% | 59,039 | $2.8M |
| Regal Investment Advisors LLC | 0.16% | Add +2.6% | 58,588 | $2.8M |
| Forte Asset Management LLC | 1.24% | Add +1.3% | 58,114 | $2.7M |
| Hegarty Advisors, LLC | 2.36% | — | 57,780 | $2.7M |
| Sigma Planning Corp | 0.07% | Reduce -3.5% | 57,393 | $2.7M |
| FMR LLC | 0.00% | Add +7.5% | 56,989 | $2.7M |
| Jefferies Financial Group Inc. | 0.02% | Add +130.8% | 56,744 | $2.7M |
| Delta Investment Management, LLC | 0.46% | Add +0.0% | 56,678 | $2.7M |
| Compound Planning, Inc. | 0.08% | Add +12.2% | 56,442 | $2.7M |
| Herbst Group, LLC | 1.55% | Reduce -39.3% | 55,920 | $2.6M |
| Mills Wealth Advisors LLC | 1.02% | Reduce -19.4% | 55,154 | $2.6M |
| Sculati Wealth Management, LLC | 0.91% | Reduce -0.0% | 54,606 | $2.6M |
| Mainstay Capital Management LLC | 0.20% | Reduce -5.9% | 54,533 | $2.6M |
| Plan Group Financial, LLC | 0.66% | Add +17.8% | 54,464 | $2.6M |
| WealthBridge Capital Management, LLC | 0.58% | Add +3.3% | 54,210 | $2.5M |
| Cypress Capital Management LLC (WY) | 2.43% | Reduce -0.9% | 53,445 | $2.5M |
| Algorithmic Investment Models, LLC | 3.09% | Reduce -50.6% | 53,303 | $2.5M |
| Providence First Trust Co | 0.87% | Add +32.8% | 53,253 | $2.5M |
| Neuberger Berman Group LLC | 0.00% | New | 52,928 | $2.5M |
| Pekin Hardy Strauss, Inc. | 0.23% | Add +0.6% | 52,886 | $2.5M |
| Cascade Financial Partners, LLC | 0.25% | No change | 52,021 | $2.4M |
| Samalin Investment Counsel, LLC | 0.87% | Add +20.8% | 52,018 | $2.4M |
| Jackson Hole Capital Partners, LLC | 0.41% | Add +0.4% | 51,459 | $2.4M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -7.5% | 51,263 | $2.4M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -8.3% | 50,590 | $2.4M |
| Tudor Investment Corporation | 0.01% | New | 50,000 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +8.7% | 49,521 | $2.3M |
| Titleist Asset Management, LLC | 0.19% | Add +1.2% | 49,115 | $2.3M |
| Blue Trust, Inc. | 0.03% | Add +0.7% | 48,975 | $2.3M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +29.9% | 48,732 | $2.3M |
| Ingalls & Snyder LLC | 0.08% | Add +45.6% | 48,550 | $2.3M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +0.2% | 48,437 | $2.3M |
| RiverTree Advisors, LLC | 1.41% | Reduce -17.4% | 47,128 | $2.2M |
| Regency Capital Management Inc.\DE | 0.92% | Reduce -61.2% | 46,843 | $2.2M |
| WMG Financial Advisors, LLC | 0.90% | Add +1.0% | 46,501 | $2.2M |
| ArchPoint Investors | 0.52% | No change | 46,325 | $2.2M |
| Sierra Capital LLC | 0.23% | Reduce -8.3% | 46,309 | $2.2M |
| Essex Financial Services, Inc. | 0.12% | Reduce -26.9% | 46,138 | $2.2M |
| Indivisible Partners | 0.23% | — | 45,511 | $2.1M |
| Keewaydin Investments LLC | 0.57% | — | 45,472 | $2.1M |
| Miller Howard Investments Inc. | 0.06% | New | 44,910 | $2.1M |
| NewEdge Wealth, LLC | 0.02% | Reduce -4.8% | 44,904 | $2.1M |
| J.Safra Asset Management Corp | 0.11% | Add +17.5% | 44,575 | $2.1M |
| Asset One Wealth Management LLC | 0.28% | — | 41,946 | $2.1M |
| IMC-Chicago, LLC | 0.04% | New | 43,870 | $2.1M |
| Bollard Group LLC | 0.05% | Reduce -6.8% | 43,546 | $2.0M |
| Cura Wealth Advisors, LLC | 0.76% | Add +45.3% | 42,825 | $2.0M |
| RFG Advisory, LLC | 0.04% | Reduce -5.0% | 42,332 | $2.0M |
| Perigon Wealth Management, LLC | 0.04% | Add +1.5% | 42,185 | $2.0M |
| Astoria Portfolio Advisors LLC. | 0.45% | New | 38,252 | $2.0M |
| Riggs Asset Managment Co. Inc. | 0.40% | Reduce -65.7% | 41,720 | $2.0M |
| Resonant Capital Advisors, LLC | 0.11% | No change | 41,426 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +1.4% | 40,974 | $1.9M |
| Tocqueville Asset Management L.P. | 0.03% | Reduce -0.3% | 40,863 | $1.9M |
| Covenant Asset Management, LLC | 0.37% | Add +0.3% | 40,612 | $1.9M |
| Moran Wealth Management, LLC | 0.06% | Add +20.4% | 40,590 | $1.9M |
| Southport Management, L.L.C. | 6.65% | Add +32.8% | 40,500 | $1.9M |
| Renaissance Technologies | 0.00% | Reduce -60.4% | 40,400 | $1.9M |
| HC Advisors, LLC | 1.31% | Reduce -6.6% | 40,358 | $1.9M |
| Barry Investment Advisors, LLC | 0.42% | Reduce -15.6% | 40,109 | $1.9M |
| Heartwood Wealth Advisors LLC | 0.17% | Add +3.4% | 39,319 | $1.8M |
| Holderness Investments Co. | 0.37% | Reduce -0.6% | 39,137 | $1.8M |
| Palouse Capital Management, Inc. | 1.18% | Reduce -2.5% | 38,638 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | Add +24.9% | 37,917 | $1.8M |
| Philadelphia Trust Co. | 0.12% | Reduce -2.2% | 37,711 | $1.8M |
| Capstone Wealth Management Group LLC | 1.07% | Reduce -2.0% | 37,660 | $1.8M |
| Farther Finance Advisors, LLC | 0.02% | Add +12.7% | 37,354 | $1.8M |
| Savant Capital, LLC | 0.01% | Add +43.9% | 37,323 | $1.8M |
| Rhodes Investment Advisors Inc. | 1.41% | — | 37,010 | $1.7M |
| Evexia Wealth LLC | 0.48% | Add +76.6% | 34,676 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +18.8% | 35,873 | $1.7M |
| Easterly Investment Partners LLC | 0.10% | No change | 35,318 | $1.7M |
| Tradewinds, LLC. | 0.39% | Reduce -13.0% | 35,031 | $1.6M |
| Private Trust Co. NA | 0.14% | Add +4.7% | 34,956 | $1.6M |
| 71 West Capital Partners | 0.08% | — | 34,908 | $1.6M |
| HFG Wealth Management, LLC | 0.90% | Add +5.9% | 34,824 | $1.6M |
| Greenspring Advisors, LLC | 0.10% | New | 34,489 | $1.6M |
| Aviance Capital Partners, LLC | 0.19% | Add +2.9% | 34,280 | $1.6M |
| Invesco Ltd. | 0.00% | Reduce -3.3% | 34,220 | $1.6M |
| Argos Wealth Advisors, LLC | 0.43% | — | 34,148 | $1.6M |
| Collar Capital Management, LLC | 1.07% | Add +1.5% | 33,979 | $1.6M |
| Smartleaf Asset Management LLC | 0.06% | Add +133.8% | 33,799 | $1.6M |
| Activest Wealth Management | 0.30% | Reduce -22.8% | 33,879 | $1.6M |
| Colter Lewis Investment Partners LLC | 1.84% | — | 33,835 | $1.6M |
| Quantum Portfolio Management LLC | 0.70% | Reduce -54.6% | 33,577 | $1.6M |
| Legacy Wealth Partners, LLC | 0.41% | — | 33,359 | $1.6M |
| Quartz Partners, LLC | 0.58% | Add +19.2% | 33,336 | $1.6M |
| AXS Investments LLC | 0.54% | New | 33,318 | $1.6M |
| TCFG Wealth Management, LLC | 0.61% | Add +69.9% | 32,853 | $1.5M |
| HCR Wealth Advisors | 0.15% | Add +0.0% | 32,801 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +3.7% | 32,776 | $1.5M |
| Founders Financial Securities LLC | 0.09% | Add +0.1% | 32,390 | $1.5M |
| Virtu Financial LLC | 0.06% | New | 32,163 | $1.5M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -4.4% | 32,065 | $1.5M |
| Cwm, LLC | 0.00% | Reduce -3.8% | 31,914 | $1.5M |
| Boyce & Associates Wealth Consulting, Inc. | 1.25% | Add +0.0% | 31,684 | $1.5M |
| Kovack Advisors, Inc. | 0.07% | Add +140.1% | 31,351 | $1.5M |
| Novem Group | 0.17% | Add +6.6% | 31,335 | $1.5M |
| Nvwm, LLC | 0.32% | Add +13.3% | 31,254 | $1.5M |
| Main Street Financial Solutions, LLC | 0.11% | Reduce -18.0% | 31,187 | $1.5M |
| Park Avenue Securities LLC | 0.01% | Reduce -17.0% | 31,079 | $1.5M |
| Axxcess Wealth Management, LLC | 0.03% | Add +2.8% | 30,231 | $1.4M |
| Capital Advisors, Ltd. LLC | 0.16% | Add +0.1% | 30,212 | $1.4M |
| Arkadios Wealth Advisors | 0.03% | Add +11.6% | 30,185 | $1.4M |
| Tempus Wealth Planning, LLC | 0.32% | No change | 30,111 | $1.4M |
| LMCG Investments, LLC | 0.08% | Reduce -5.1% | 29,956 | $1.4M |
| Hilltop Holdings Inc. | 0.08% | Reduce -2.2% | 29,849 | $1.4M |
| GoalVest Advisory LLC | 0.26% | Reduce -11.2% | 29,154 | $1.4M |
| Bullseye Investment Management, LLC | 0.71% | Reduce -53.6% | 29,077 | $1.4M |
| Arkos Global Advisors | 0.17% | No change | 28,910 | $1.4M |
| Dakota Wealth Management | 0.02% | New | 28,896 | $1.4M |
| Sowell Financial Services LLC | 0.05% | Add +17.5% | 28,802 | $1.4M |
| Bradley Foster & Sargent Inc. | 0.02% | Add +116.9% | 28,667 | $1.3M |
| Westside Investment Management, Inc. | 0.21% | Reduce -15.2% | 28,002 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Reduce -33.0% | 27,797 | $1.3M |
| Bank of Montreal | 0.00% | Add +1.0% | 27,755 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -42.1% | 27,470 | $1.3M |
| Wakefield Asset Management LLLP | 0.35% | Reduce -2.2% | 27,146 | $1.3M |
| HRT Financial LP | 0.00% | Add +269.9% | 26,945 | $1.3M |
| Pointe Capital Management LLC | 0.62% | Add +10.1% | 26,732 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +187.8% | 26,717 | $1.3M |
| Mezzasalma Advisors, LLC | 0.30% | Add +36.7% | 26,193 | $1.2M |
| MBA Advisors LLC | 0.50% | Add +2.7% | 26,355 | $1.2M |
| Sound Financial Strategies Group, LLC | 0.86% | Add +1.4% | 25,973 | $1.2M |
| International Assets Investment Management, LLC | 0.08% | Reduce -15.3% | 25,935 | $1.2M |
| PFG Investments, LLC | 0.06% | Add +13.2% | 25,862 | $1.2M |
| First PREMIER Bank | 0.28% | No change | 25,859 | $1.2M |
| Aurora Private Wealth, Inc. | 0.80% | — | 25,795 | $1.2M |
| Ables, Iannone, Moore & Associates, Inc. | 0.66% | New | 25,774 | $1.2M |
| First Commonwealth Financial Corp | 0.20% | Reduce -6.6% | 25,628 | $1.2M |
| Granite Group Advisors, LLC | 0.68% | Add +0.4% | 25,593 | $1.2M |
| Focus Financial Network, Inc. | 0.04% | Reduce -8.2% | 25,487 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Add +3.3% | 25,307 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.8% | 25,136 | $1.2M |
| Sig Brokerage, LP | 0.40% | No change | 25,000 | $1.2M |
| Compass Capital Corp. /Ma/ | 0.45% | Reduce -2.5% | 22,834 | $1.2M |
| Albion Financial Group | 0.07% | Add +0.4% | 24,792 | $1.2M |
| Smithfield Trust Co | 0.05% | Add +0.3% | 24,805 | $1.2M |
| Parallel Advisors, LLC | 0.02% | Add +211.6% | 24,740 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +106.1% | 24,657 | $1.2M |
| Fiducient Advisors LLC | 0.14% | Add +16.9% | 24,433 | $1.1M |
| Beirne Wealth Consulting Services, LLC | 0.33% | Add +3.3% | 24,315 | $1.1M |
| Exit Wealth Advisors, LLC. | 0.67% | Reduce -2.8% | 24,255 | $1.1M |
| Strategy Asset Managers LLC | 0.19% | Add +0.5% | 24,161 | $1.1M |
| BlackRock, Inc. | 0.00% | Reduce -10.5% | 24,139 | $1.1M |
| Powell Investment Advisors, LLC | 0.39% | Add +0.8% | 23,930 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +0.1% | 23,594 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +416.6% | 23,119 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Add +3.0% | 22,898 | $1.1M |
| Cordoba Advisory Partners LLC | 0.26% | — | 22,590 | $1.1M |
| Hancock Whitney Corp. | 0.02% | Reduce -64.1% | 22,424 | $1.1M |
| CacheTech Inc. | 0.19% | New | 22,376 | $1.1M |
| Total Wealth Planning & Management, Inc. | 0.83% | — | 22,230 | $1.0M |
| Islay Capital Management, LLC | 0.62% | Add +2.4% | 22,207 | $1.0M |
| Lanark Financial, Inc. | 0.08% | Add +0.6% | 22,069 | $1.0M |
| Cibc World Market Inc. | 0.00% | Reduce -18.0% | 22,045 | $1.0M |
| Perissos Private Wealth Management, LLC | 0.88% | Reduce -4.2% | 21,654 | $1.0M |
| Gotham Asset Management | 0.00% | No change | 21,028 | $989K |
| Disciplined Investors, L.L.C. | 0.65% | Reduce -10.6% | 20,950 | $985K |
| First Merchants Corp. | 0.04% | Add +9.4% | 20,887 | $982K |
| Fullerton Advisors, LLC | 0.98% | — | 20,775 | $977K |
| Fourpath Capital Management, LLC | 0.13% | Add +0.2% | 20,749 | $976K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -29.1% | 20,713 | $974K |
| WealthTrust Axiom LLC | 0.25% | Add +9.0% | 20,674 | $972K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -15.4% | 20,419 | $960K |
| Sax Wealth Advisors, LLC | 0.04% | Add +14.7% | 20,197 | $950K |
| Harbour Investments, Inc. | 0.02% | Reduce -0.7% | 20,122 | $946K |
| J. Safra Sarasin Holding AG | 0.02% | No change | 20,000 | $940K |
| Capula Management Ltd | 0.01% | Reduce -46.1% | 19,982 | $940K |
| BBR Partners, LLC | 0.05% | No change | 19,739 | $928K |
| CWA Asset Management Group, LLC | 0.03% | Add +1.1% | 19,438 | $914K |
| AE Wealth Management LLC | 0.01% | Add +509.2% | 19,410 | $913K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -8.7% | 19,370 | $911K |
| Invst, LLC | 0.10% | Reduce -1.3% | 19,244 | $905K |
| Smith, Moore & Co. | 0.07% | Add +25.0% | 19,213 | $903K |
| Brookwood Investment Group LLC | 0.11% | Add +45.5% | 19,047 | $896K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -2.6% | 18,983 | $893K |
| Auour Investments LLC | 0.28% | Add +1.4% | 18,975 | $892K |
| Dearborn Partners LLC | 0.04% | No change | 18,950 | $891K |
| Advyzon Investment Management, LLC | 0.10% | Add +18.2% | 18,764 | $882K |
| Claris Financial LLC | 0.47% | Add +23.3% | 18,676 | $878K |
| Keebeck Wealth Management | 0.10% | Reduce -13.4% | 18,536 | $872K |
| OneAscent Family Office, LLC | 0.58% | Add +69.1% | 18,219 | $857K |
| Summit Financial, LLC | 0.01% | Reduce -5.6% | 18,188 | $855K |
| MPWM Advisory Solutions, LLC | 0.48% | Reduce -0.2% | 18,167 | $854K |
| Deutsche Bank AG | 0.00% | No change | 17,845 | $839K |
| TMB Capital Partners, LLC | 0.28% | — | 17,694 | $832K |
| Ieq Capital, LLC | 0.00% | Reduce -41.5% | 17,665 | $831K |
| Gould Asset Management LLC | 0.15% | Add +10.3% | 17,494 | $823K |
| Indie Asset Partners, LLC | 0.91% | Reduce -5.4% | 17,450 | $820K |
| one8zero8, LLC | 0.18% | No change | 17,400 | $818K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 17,105 | $804K |
| Wellington Shields Capital Management, LLC | 0.12% | Reduce -19.0% | 17,080 | $803K |
| Wealthspire Retirement, LLC | 0.05% | Add +5.9% | 16,891 | $794K |
| Clear Trail Advisors, LLC | 0.18% | — | 16,787 | $789K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -22.9% | 16,762 | $788K |
| Sei Investments Co. | 0.00% | Reduce -1.2% | 16,671 | $784K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 16,571 | $779K |
| Hollow Brook Wealth Management LLC | 0.20% | Reduce -5.5% | 16,441 | $773K |
| Valtrion Capital Management, LLC | 0.77% | Add +12.8% | 16,431 | $773K |
| STAR Financial Bank | 0.39% | Add +4.6% | 16,426 | $772K |
| Centaurus Financial, Inc. | 0.04% | Reduce -30.1% | 16,332 | $768K |
| Fiduciary Financial Group, LLC | 0.11% | New | 16,313 | $767K |
| Marex Group Ltd | 0.01% | No change | 16,260 | $765K |
| Raab & Moskowitz Asset Management LLC | 0.17% | Reduce -6.8% | 16,140 | $759K |
| McGowan Group Asset Management, Inc. | 0.09% | Add +0.0% | 16,060 | $755K |
| Retirement Financial Solutions, LLC | 0.22% | Add +29.6% | 15,842 | $745K |
| Pinion Investment Advisors, LLC | 0.18% | Reduce -9.3% | 15,778 | $742K |
| Heffernan Advisory, Inc. | 0.71% | — | 15,707 | $739K |
| Onyx Bridge Wealth Group LLC | 0.08% | Add +4.2% | 15,702 | $738K |
| Curi Capital, LLC | 0.01% | Add +46.6% | 15,698 | $738K |
| FF Advisors,LLC | 0.33% | Reduce -0.8% | 15,688 | $738K |
| Investment House LLC | 0.04% | Reduce -0.0% | 15,646 | $736K |
| Novak & Powell Financial Services, Inc. | 0.38% | Add +5.7% | 15,632 | $735K |
| Ulland Investment Advisors, LLC | 0.59% | Add +1.8% | 15,545 | $731K |
| Endowment Wealth Management, Inc. | 0.34% | Add +8.4% | 15,507 | $729K |
| CPA Asset Management Group, LLC | 0.25% | Reduce -16.7% | 15,424 | $725K |
| Mutual Advisors, LLC | 0.02% | Reduce -17.2% | 15,391 | $724K |
| Wealthfront Advisers LLC | 0.00% | Reduce -14.5% | 15,370 | $723K |
| LaSalle St. Investment Advisors, LLC | 0.12% | Add +1.1% | 15,348 | $721K |
| VestGen Investment Management | 0.40% | Add +44.2% | 15,298 | $719K |
| Venture Visionary Partners LLC | 0.02% | Reduce -11.0% | 15,139 | $712K |
| Mainsail Asset Management, LLC | 0.30% | No change | 15,136 | $712K |
| Wealth Advisory Solutions, LLC | 0.16% | Add +30.8% | 15,040 | $707K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +39.5% | 15,000 | $705K |
| Waverly Advisors, LLC | 0.01% | Reduce -4.4% | 14,877 | $700K |
| Cornerstone Planning Group LLC | 0.11% | Add +92860.0% | 13,944 | $698K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.2% | 14,828 | $697K |
| FWG Holdings, LLC | 0.26% | Add +16.5% | 13,840 | $692K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +66.8% | 14,663 | $689K |
| Fortis Advisors, LLC | 0.38% | Add +2.1% | 14,589 | $686K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.2% | 14,534 | $683K |
| Trilogy Capital Inc. | 0.03% | Reduce -6.6% | 14,440 | $679K |
| Jeppson Wealth Management, LLC | 0.21% | Add +0.0% | 14,388 | $677K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +6.7% | 14,300 | $672K |
| Franklin Resources Inc. | 0.00% | Reduce -57.0% | 14,255 | $670K |
| Stillwater Wealth Management Group | 0.45% | Add +0.5% | 14,235 | $669K |
| Argent Advisors, Inc. | 0.19% | No change | 14,102 | $663K |
| Hamilton Wealth, LLC | 0.12% | Add +1.4% | 13,833 | $650K |
| CreativeOne Wealth, LLC | 0.02% | Add +44.0% | 13,818 | $650K |
| Mattern Wealth Management LLC | 0.12% | Add +3.8% | 13,750 | $647K |
| Tandem Financial, LLC | 0.78% | Reduce -35.0% | 13,363 | $644K |
| Maridea Wealth Management LLC | 0.10% | Add +0.6% | 13,667 | $643K |
| Thompson David Blair | 0.36% | — | 13,591 | $639K |
| DDFG, Inc | 0.14% | Reduce -0.3% | 13,576 | $638K |
| Hurley Capital, LLC | 0.36% | Add +21.5% | 13,572 | $638K |
| Index Technologies Group LLC | 0.66% | — | 13,525 | $636K |
| Smithbridge Asset Management Inc. | 0.05% | Add +60.7% | 13,458 | $633K |
| Howard Wealth Management, LLC | 0.27% | Reduce -15.7% | 13,193 | $620K |
| Vigilare Wealth Management | 0.21% | Reduce -10.1% | 13,121 | $617K |
| Madrona Financial Services, LLC | 0.13% | New | 13,080 | $615K |
| Miller Investment Management, LP | 0.06% | Reduce -2.1% | 13,079 | $615K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -0.1% | 13,063 | $614K |
| URS Advisory LLC | 0.50% | — | 12,882 | $606K |
| Dumont & Blake Investment Advisors LLC | 0.15% | Reduce -9.8% | 12,860 | $605K |
| Ballast Rock Private Wealth LLC | 0.37% | — | 12,759 | $600K |
| Bokf, NA | 0.01% | No change | 12,495 | $588K |
| Sunbeam Capital Management, LLC | 0.35% | New | 12,451 | $585K |
| Advocacy Wealth Management, LLC | 0.02% | Add +5.7% | 12,242 | $576K |
| Red Crane Wealth Management, LLC | 0.47% | Add +0.5% | 12,153 | $571K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -51.5% | 12,156 | $570K |
| MAI Capital Management | 0.00% | Reduce -2.6% | 12,007 | $565K |
| Regions Financial Corp. | 0.00% | Reduce -7.7% | 12,000 | $564K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -16.1% | 11,971 | $563K |
| Provenance Wealth Advisors, LLC | 0.06% | Reduce -1.7% | 11,880 | $559K |
| Independent Advisor Alliance | 0.01% | Add +0.1% | 11,851 | $557K |
| Burke & Herbert Bank & Trust Co. | 0.15% | No change | 11,835 | $556K |
| Two Sigma Securities, LLC | 0.08% | Reduce -60.0% | 11,764 | $553K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -13.3% | 11,635 | $547K |
| Strategic Wealth Partners, Ltd. | 0.04% | Reduce -0.6% | 11,494 | $540K |
| Walker Asset Management, LLC | 0.28% | Reduce -3.8% | 11,273 | $530K |
| Csenge Advisory Group | 0.02% | Add +44.6% | 11,241 | $529K |
| Allred Capital Management, LLC | 0.19% | Add +2.3% | 11,177 | $526K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Reduce -0.4% | 11,150 | $524K |
| Brookstone Capital Management | 0.01% | Reduce -7.9% | 11,093 | $522K |
| Operose Advisors LLC | 0.12% | Reduce -15.7% | 11,088 | $521K |
| Saxon Interests, Inc. | 0.18% | Add +9.8% | 10,974 | $516K |
| NorthStar Asset Management LLC | 0.23% | Reduce -0.1% | 10,970 | $516K |
| Zacks Investment Management | 0.00% | No change | 10,941 | $514K |
| Waldron Private Wealth LLC | 0.02% | Reduce -28.4% | 10,847 | $510K |
| Empire Financial Management Company, LLC | 0.11% | No change | 10,800 | $508K |
| Brookfield Corp | 0.00% | Add +108.4% | 10,790 | $507K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +3.3% | 10,780 | $507K |
| Fiduciary Group, LLC | 0.04% | No change | 10,750 | $505K |
| Atria Investments, Inc | 0.01% | Add +63.2% | 10,715 | $504K |
| Ballew Advisors, Inc | 0.28% | Add +0.0% | 10,080 | $494K |
| Patten & Patten Inc. | 0.03% | Reduce -41.1% | 10,444 | $491K |
| Segment Wealth Management, LLC | 0.03% | No change | 10,375 | $488K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 10,321 | $485K |
| GM Advisory Group, LLC | 0.02% | New | 10,314 | $485K |
| Abel Hall, LLC | 0.11% | No change | 10,200 | $480K |
| Register Financial Advisors LLC | 0.19% | Reduce -10.0% | 10,192 | $479K |
| World Investment Advisors | 0.01% | Add +53.7% | 10,191 | $479K |
| Formidable Asset Management, LLC | 0.07% | Add +0.5% | 10,200 | $479K |
| IHT Wealth Management, LLC | 0.01% | Add +17.2% | 10,027 | $471K |
| Bramshill Investments, LLC | 0.03% | Reduce -42.9% | 10,000 | $470K |
| Securian Asset Management, Inc. | 0.02% | No change | 10,000 | $470K |
| Anchor Investment Management, LLC | 0.04% | Reduce -1.7% | 9,752 | $459K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -52.6% | 9,640 | $453K |
| Chickasaw Capital Management LLC | 0.02% | New | 9,550 | $449K |
| Cahill Financial Advisors Inc. | 0.05% | Add +38.9% | 9,425 | $443K |
| Shepherd Kaplan Krochuk, LLC | 0.37% | Reduce -13.5% | 9,403 | $442K |
| Dover Advisors, LLC | 0.17% | Add +7.2% | 9,368 | $440K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +9.2% | 9,361 | $440K |
| Wbi Investments, LLC | 0.11% | Reduce -12.1% | 9,328 | $439K |
| Edge Wealth Management LLC | 0.08% | Reduce -20.7% | 9,290 | $437K |
| Westbourne Investment Advisors, Inc. | 0.12% | Add +5.7% | 9,265 | $436K |
| XTX Topco Ltd | 0.01% | Add +107.0% | 9,234 | $434K |
| AssuredPartners Investment Advisors, LLC | 0.06% | New | 9,221 | $434K |
| Investment Planning Advisors, Inc. | 0.13% | Add +4.5% | 9,187 | $432K |
| Trustmark Bank Trust Department | 0.03% | No change | 9,080 | $427K |
| Kastel Capital Advisors, LLC | 0.26% | — | 9,079 | $427K |
| McDonald Partners LLC | 0.13% | Reduce -2.2% | 9,000 | $423K |
| Advisory Advocates, LLC | 0.42% | — | 8,993 | $423K |
| Sapient Capital LLC | 0.01% | No change | 8,949 | $422K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +79.7% | 8,957 | $421K |
| Aspen Grove Capital, LLC | 0.07% | No change | 8,930 | $420K |
| L.K. Benson & Company, P.C. | 0.21% | No change | 8,866 | $417K |
| Prepared Retirement Institute LLC | 0.21% | Add +0.3% | 8,853 | $416K |
| Northern Trust Corp. | 0.00% | Reduce -77.5% | 8,791 | $413K |
| Ergawealth Advisors, Inc. | 0.19% | Add +1.3% | 8,711 | $410K |
| Future Financial Wealth Managment LLC | 0.27% | New | 8,331 | $408K |
| Windsor Advisory Group, LLC | 0.36% | No change | 8,650 | $407K |
| Magnolia Capital Management Ltd. | 0.30% | New | 8,625 | $406K |
| Northwest Wealth Management, LLC | 0.06% | Reduce -1.2% | 8,628 | $406K |
| Fort Sheridan Advisors LLC | 0.05% | Add +6.6% | 8,551 | $402K |
| HB Wealth Management, LLC | 0.00% | Add +11.3% | 8,383 | $394K |
| Opal Wealth Advisors, LLC | 0.10% | Reduce -1.3% | 8,360 | $393K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -21.9% | 8,332 | $392K |
| Tme Financial, Inc. | 0.28% | Reduce -13.0% | 8,330 | $392K |
| Teamwork Financial Advisors, LLC | 0.04% | Reduce -18.9% | 8,298 | $390K |
| RFP Financial Group LLC | 0.19% | No change | 8,289 | $390K |
| Courier Capital LLC | 0.02% | No change | 8,270 | $389K |
| Kercheville Advisors, LLC | 0.10% | Reduce -5.2% | 7,820 | $385K |
| Atlas Capital Advisors Inc. | 0.04% | — | 8,141 | $383K |
| Westbourne Investments, Inc. | 0.18% | Add +20.9% | 8,100 | $381K |
| Meadowbrook Wealth Management, LLC | 0.43% | Add +11.8% | 8,033 | $378K |
| Florida Trust Wealth Management Co | 0.01% | No change | 8,000 | $376K |
| Dividend Assets Capital, LLC | 0.07% | No change | 7,995 | $376K |
| Summit Investment Advisory Services, LLC | 0.14% | Add +8.8% | 7,988 | $376K |
| Pingora Partners LLC | 0.23% | No change | 7,968 | $375K |
| Wealth Effects LLC | 0.12% | Reduce -10.7% | 7,965 | $375K |
| J. Goldman & Co LP | 0.01% | Reduce -25.3% | 7,964 | $374K |
| AQR Capital Management | 0.00% | New | 7,954 | $374K |
| Vise Technologies, Inc. | 0.01% | Add +1.5% | 7,922 | $372K |
| Oregon Pacific Wealth Management, LLC | 0.38% | Reduce -4.7% | 7,893 | $371K |
| Gentry Private Wealth, LLC | 0.23% | Reduce -17.2% | 7,854 | $369K |
| Visionary Wealth Advisors | 0.02% | Reduce -3.0% | 7,837 | $369K |
| Mach-1 Financial Group, LLC | 0.07% | Add +11.4% | 7,727 | $363K |
| Keybank National Association | 0.00% | Reduce -0.7% | 7,672 | $361K |
| Glenmede Trust Co. NA | 0.00% | — | 7,672 | $361K |
| Keystone Financial Group | 0.03% | Add +0.1% | 7,659 | $360K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -28.4% | 7,583 | $357K |
| Mgo One Seven LLC | 0.01% | Add +4.1% | 7,582 | $357K |
| Armstrong Advisory Group, Inc. | 0.02% | Reduce -31.7% | 7,556 | $355K |
| Castleview Partners, LLC | 0.18% | Reduce -1.5% | 7,532 | $354K |
| Arlington Financial Advisors, LLC | 0.05% | New | 7,500 | $353K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 7,500 | $353K |
| Simplex Trading, LLC | 0.01% | Reduce -30.4% | 7,461 | $351K |
| PFG Advisors | 0.02% | Reduce -60.9% | 7,414 | $349K |
| Beaumont Asset Management, L.L.C. | 0.17% | Reduce -0.5% | 7,390 | $347K |
| Capital Advisors Inc. | 0.01% | Add +15.7% | 7,363 | $346K |
| Ritholtz Wealth Management | 0.01% | Add +52.0% | 7,309 | $344K |
| Fort Point Capital Partners LLC | 0.04% | Add +2.5% | 6,963 | $342K |
| Ascentis Wealth Management, LLC | 0.09% | Add +46.3% | 7,243 | $341K |
| L & S Advisors Inc | 0.03% | Add +30.0% | 7,235 | $340K |
| CSS LLC | 0.06% | New | 7,234 | $340K |
| SmartHarvest Portfolios, LLC | 0.12% | — | 7,226 | $340K |
| RDA Financial Network | 0.08% | No change | 7,107 | $334K |
| Gutierrez Wealth Advisory, LLC | 0.21% | No change | 7,070 | $332K |
| Integrity Advisory Solutions, LLC | 0.05% | No change | 6,937 | $326K |
| Marshall Financial Group, LLC | 0.06% | Add +2.1% | 6,886 | $324K |
| Independent Wealth Network Inc. | 0.10% | Add +0.3% | 6,844 | $322K |
| Ameritas Advisory Services, LLC | 0.01% | Add +476.4% | 6,790 | $319K |
| Envision Financial LLC | 0.17% | Add +0.5% | 6,781 | $319K |
| First Foundation Advisors | 0.01% | Add +0.2% | 6,771 | $318K |
| Noesis Capital Mangement Corp. | 0.05% | No change | 6,700 | $315K |
| FSA Investment Group, LLC | 0.19% | Reduce -32.5% | 6,570 | $309K |
| Meridian Wealth Management, LLC | 0.01% | No change | 6,480 | $305K |
| Alpha Omega Wealth Management LLC | 0.05% | Add +0.8% | 6,449 | $303K |
| First Trust Advisors LP | 0.00% | No change | 6,318 | $297K |
| Lazari Capital Management, Inc. | 0.10% | No change | 6,280 | $295K |
| Cypress Wealth Services, LLC | 0.04% | Add +1.7% | 6,198 | $291K |
| PMG Family Office LLC | 0.34% | Reduce -21.3% | 6,197 | $291K |
| Greenwood Capital Associates LLC | 0.03% | Add +17.9% | 6,127 | $288K |
| FFT Wealth Management LLC | 0.05% | No change | 6,065 | $285K |
| Moseley Investment Management Inc. | 0.09% | Add +4.8% | 6,048 | $284K |
| TD Private Client Wealth LLC | 0.01% | Reduce -81.3% | 6,008 | $282K |
| Mayfair Advisory Group, LLC | 0.11% | Reduce -4.1% | 5,879 | $279K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -27.8% | 5,920 | $278K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 5,878 | $276K |
| LongView Wealth Management | 0.07% | New | 5,695 | $276K |
| Sfmg, LLC | 0.02% | Add +22.9% | 5,809 | $273K |
| Verus Capital Partners, LLC | 0.02% | Reduce -20.1% | 5,800 | $273K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -29.2% | 5,778 | $272K |
| MPS Loria Financial Planners, LLC | 0.07% | Add +0.0% | 5,749 | $270K |
| Southland Equity Partners LLC | 0.05% | Add +29.1% | 5,747 | $270K |
| Bogart Wealth, LLC | 0.01% | Add +4.4% | 5,721 | $269K |
| Rockport Wealth LLC | 0.05% | New | 5,636 | $265K |
| Krilogy Financial LLC | 0.01% | Reduce -43.5% | 5,340 | $263K |
| Tiemann Investment Advisors, LLC | 0.10% | No change | 5,600 | $263K |
| Brandywine Oak Private Wealth LLC | 0.02% | No change | 5,568 | $262K |
| SOA Wealth Advisors, LLC. | 0.04% | No change | 261,798 | $262K |
| Vident Advisory, LLC | 0.00% | Reduce -0.0% | 5,562 | $262K |
| Nalls Sherbakoff Group, LLC | 0.19% | Add +5.2% | 5,544 | $261K |
| Merit Financial Group, LLC | 0.00% | Reduce -30.0% | 5,507 | $259K |
| Stableford Capital II LLC | 0.09% | Reduce -41.0% | 5,476 | $257K |
| Collaborative Wealth Managment Inc. | 0.09% | Reduce -9.5% | 5,448 | $256K |
| USAdvisors Wealth Management, LLC | 0.08% | New | 5,450 | $256K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Add +6.0% | 5,409 | $254K |
| Wesbanco Bank Inc. | 0.01% | No change | 5,406 | $254K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 5,406 | $254K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -1.7% | 5,399 | $254K |
| J2 Capital Management Inc | 0.18% | Add +4.3% | 5,348 | $251K |
| Crusonia Wealth Advisors LLC | 0.06% | — | 5,347 | $251K |
| Savvy Advisors, Inc. | 0.01% | Add +17.3% | 5,324 | $250K |
| Keudell/Morrison Wealth Management | 0.05% | — | 5,302 | $249K |
| Hilltop National Bank | 0.06% | Add +23.3% | 5,300 | $249K |
| Composition Wealth, LLC | 0.00% | Add +0.5% | 5,290 | $249K |
| Provident Wealth Management, LLC | 0.07% | Reduce -7.5% | 5,283 | $248K |
| Moors & Cabot, Inc. | 0.01% | Add +10.8% | 5,201 | $245K |
| Wealth Preservation Advisors, LLC | 0.12% | Add +0.6% | 5,187 | $244K |
| Fiduciary Trust Co | 0.00% | No change | 5,135 | $241K |
| Investment Research Partners LLC | 0.10% | No change | 5,133 | $241K |
| CDM Financial Counseling Services, Inc. | 0.23% | — | 5,124 | $241K |
| Wealthcare Capital Partners, LLC | 0.11% | Reduce -0.2% | 5,111 | $240K |
| Millennium Capital Advisors, LLC | 0.14% | Reduce -3.2% | 5,079 | $239K |
| Buckhead Capital Management LLC | 0.09% | Reduce -2.7% | 5,062 | $238K |
| Premier Path Wealth Partners, LLC | 0.03% | Reduce -9.9% | 5,036 | $237K |
| Financial Insights, Inc. | 0.08% | Add +16.3% | 4,990 | $235K |
| BOS Asset Management, LLC | 0.06% | New | 4,987 | $234K |
| Intellectus Partners, LLC | 0.05% | Add +1.1% | 4,962 | $233K |
| Diversify Advisory Services, LLC | 0.01% | New | 4,714 | $233K |
| Silverlake Wealth Management LLC | 0.05% | Add +0.6% | 4,908 | $231K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 4,875 | $229K |
| Alpha Cubed Investments, LLC | 0.01% | New | 4,757 | $224K |
| Ethos Financial Group, LLC | 0.02% | Reduce -56.0% | 4,705 | $221K |
| Redwood Family Wealth LLC | 0.22% | — | 4,662 | $219K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.07% | No change | 4,650 | $219K |
| EPG Wealth Management LLC | 0.06% | Add +0.8% | 4,623 | $217K |
| Private Advisory Group LLC | 0.02% | Add +1.0% | 4,569 | $215K |
| Mosaic Financial Group, LLC | 0.15% | Add +2.1% | 4,557 | $214K |
| Pandora Wealth, Inc. | 0.13% | No change | 4,500 | $212K |
| Lyell Wealth Management, LP | 0.02% | No change | 4,500 | $212K |
| Keating Financial Advisory Services, Inc. | 0.03% | — | 4,474 | $210K |
| Cadent Capital Advisors, LLC | 0.06% | Add +1.4% | 4,454 | $209K |
| Edgemoor Investment Advisors, Inc. | 0.02% | Reduce -1.1% | 4,450 | $209K |
| Advisors Capital Management, LLC | 0.00% | New | 4,429 | $208K |
| Heck Capital Advisors, LLC | 0.02% | Reduce -21.8% | 4,408 | $207K |
| Steinberganna Wealth Management | 0.10% | Add +1.8% | 4,379 | $206K |
| Destiny Wealth Partners, LLC | 0.02% | New | 4,160 | $205K |
| Rainey & Randall Wealth Advisors Inc. | 0.03% | Add +2.1% | 4,354 | $205K |
| Searle & Co. | 0.05% | No change | 4,337 | $204K |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +17.8% | 4,300 | $202K |
| Atlantic Edge Private Wealth Management, LLC | 0.05% | Reduce -33.7% | 4,077 | $192K |
| Larson Financial Group LLC | 0.01% | Reduce -68.5% | 3,973 | $187K |
| Wellington Shields & Co., LLC | 0.05% | Add +36.7% | 3,912 | $184K |
| Roxbury Financial LLC | 0.16% | No change | 3,766 | $177K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | New | 3,179 | $149K |
| Whittier Trust Co. | 0.00% | Add +1.9% | 3,169 | $148K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 3,120 | $147K |
| Fifth Third Bancorp | 0.00% | Add +2.6% | 3,101 | $146K |
| DV Trading LLC | 0.01% | — | 3,100 | $146K |
| Colonial Trust Advisors | 0.01% | New | 2,887 | $136K |
| Sound Income Strategies, LLC | 0.01% | Reduce -26.7% | 2,736 | $135K |
| Nova Wealth Management, Inc. | 0.09% | Add +234.0% | 2,665 | $125K |
| Bessemer Group Inc. | 0.00% | No change | 2,627 | $124K |
| Atlantic Union Bankshares Corp | 0.00% | Add +4.9% | 2,496 | $117K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | New | 2,437 | $115K |
| HHM Wealth Advisors, LLC | 0.01% | Add +0.2% | 2,280 | $107K |
| Obsidian Cio, LLC | 0.15% | Reduce -63.6% | 2,222 | $104K |
| Lodestone Wealth Management LLC | 0.04% | New | 2,130 | $100K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.2% | 2,096 | $99K |
| Group One Trading LLC | 0.00% | New | 2,090 | $98K |
| Aptus Capital Advisors, LLC | 0.00% | New | 2,027 | $95K |
| Zions Bancorporation, National Association | 0.00% | No change | 2,000 | $94K |
| Elevation Wealth Partners, LLC | 0.03% | Reduce -3.5% | 1,983 | $93K |
| CENTRAL TRUST Co | 0.00% | Reduce -2.6% | 1,894 | $89K |
| Redwood Park Advisors LLC | 0.06% | Add +0.2% | 1,822 | $86K |
| Greykasell Wealth Strategies, Inc. | 0.03% | New | 1,818 | $85K |
| Gilpin Wealth Management, LLC | 0.07% | — | 1,762 | $83K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,750 | $82K |
| Eastern Bank | 0.00% | No change | 1,720 | $81K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.9% | 1,696 | $80K |
| Ancora Advisors LLC | 0.00% | Add +1.4% | 1,681 | $79K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,620 | $76K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,570 | $74K |
| TD Waterhouse Canada Inc. | 0.00% | Add +11.1% | 1,601 | $73K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,547 | $73K |
| Summer Road LLC | 0.05% | Add +0.4% | 1,519 | $71K |
| First Horizon Corp. | 0.00% | Add +396.7% | 1,490 | $70K |
| NFSG Corp | 0.01% | Add +1.4% | 1,424 | $67K |
| Arax Advisory Partners | 0.00% | Reduce -93.8% | 1,349 | $63K |
| Flagship Wealth Advisors, LLC | 0.02% | No change | 1,300 | $61K |
| Palladiem, LLC | 0.06% | — | 1,281 | $60K |
| Three Bearings Fiduciary Advisors, Inc. | 0.06% | — | 1,188 | $59K |
| Citizens National Bank Trust Department | 0.01% | No change | 1,260 | $59K |
| Pioneer Family Office, LLC | 0.04% | — | 1,206 | $57K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.04% | — | 1,203 | $57K |
| 10Elms LLP | 0.06% | No change | 1,150 | $54K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +800.0% | 1,125 | $53K |
| Friedenthal Financial | 0.03% | Reduce -11.2% | 1,102 | $52K |
| CoreCap Advisors, LLC | 0.00% | Reduce -40.3% | 1,024 | $48K |
| City State Bank | 0.01% | Add +20.2% | 1,006 | $47K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $47K |
| Capital Analysts, LLC | 0.00% | No change | 976 | $46K |
| Spire Wealth Management | 0.00% | Add +0.1% | 971 | $46K |
| MJT & Associates Financial Advisory Group, Inc. | 0.03% | No change | 945 | $44K |
| Arlington Trust Co LLC | 0.00% | Reduce -71.6% | 910 | $43K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 908 | $43K |
| First United Bank & Trust | 0.01% | No change | 834 | $39K |
| Founders Capital Management | 0.02% | No change | 808 | $38K |
| Montag A & Associates Inc. | 0.00% | No change | 802 | $38K |
| Crews Bank & Trust | 0.01% | No change | 800 | $38K |
| Colonial Trust Co / SC | 0.01% | No change | 791 | $37K |
| McIlrath & Eck, LLC | 0.00% | Add +21.7% | 729 | $34K |
| Asset Dedication, LLC | 0.00% | No change | 672 | $32K |
| GAMMA Investing LLC | 0.00% | Reduce -1.4% | 644 | $30K |
| Independence Bank of Kentucky | 0.00% | Reduce -23.9% | 635 | $30K |
| SageView Advisory Group, LLC | 0.00% | New | 633 | $30K |
| GS Investments, Inc. | 0.02% | No change | 600 | $28K |
| Financial Consulate, Inc. | 0.00% | Add +50.0% | 600 | $28K |
| 1620 Investment Advisors, Inc. | 0.02% | Reduce -1.7% | 581 | $27K |
| Archer Investment Corp | 0.01% | No change | 543 | $26K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -52.4% | 531 | $25K |
| Rothschild Investment LLC | 0.00% | No change | 500 | $24K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.0% | 454 | $21K |
| Parkside Financial Bank & Trust | 0.00% | No change | 395 | $19K |
| IFC & Insurance Marketing, Inc. | 0.02% | — | 369 | $17K |
| Copia Wealth Management | 0.01% | Reduce -42.5% | 360 | $17K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 357 | $17K |
| Empirical Asset Management, LLC | 0.00% | No change | 15,662 | $16K |
| CGC Financial Services, LLC | 0.00% | No change | 325 | $15K |
| AdvisorNet Financial, Inc | 0.00% | New | 316 | $15K |
| Barrett & Company, Inc. | 0.00% | No change | 300 | $14K |
| Navalign, LLC | 0.00% | New | 295 | $14K |
| Wiser Advisor Group LLC | 0.02% | Add +2.1% | 293 | $14K |
| Noble Wealth Management PBC | 0.01% | No change | 275 | $13K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 262 | $12K |
| Motiv8 Investments LLC | 0.01% | New | 250 | $12K |
| Aventura Private Wealth, LLC | 0.00% | No change | 247 | $12K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 238 | $11K |
| CX Institutional | 0.00% | New | 230 | $11K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 233 | $11K |
| VSM Wealth Advisory, LLC | 0.00% | New | 227 | $11K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 216 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 206 | $10K |
| Davis Capital Management | 0.01% | No change | 199 | $9K |
| Cheviot Value Management, LLC | 0.00% | No change | 172 | $9K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 171 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 186 | $8K |
| Ares Financial Consulting, LLC | 0.01% | — | 170 | $8K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 168 | $8K |
| Blume Capital Management, Inc. | 0.00% | No change | 153 | $7K |
| Avion Wealth | 0.00% | No change | 168 | $7K |
| McGuire Capital Advisors Inc. | 0.00% | — | 144 | $7K |
| Kelleher Financial Advisors | 0.00% | No change | 144 | $7K |
| Corsicana & Co. | 0.00% | No change | 141 | $7K |
| Cedar Wealth Management, LLC | 0.00% | No change | 140 | $7K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 139 | $7K |
| Vision Retirement, LLC | 0.00% | — | 135 | $6K |
| WFA of San Diego, LLC | 0.00% | No change | 130 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | Reduce -70.6% | 125 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 125 | $6K |
| Abound Wealth Management | 0.00% | Add +2.6% | 120 | $6K |
| Richard C. Young & CO., LTD. | 0.00% | Add +5325.9% | 260,713 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 110 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 109 | $5K |
| Root Financial Partners, LLC | 0.00% | New | 104 | $5K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 100 | $5K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -98.2% | 100 | $5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 100 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 80 | $4K |
| SIMA Wealth Partners, LLC | 0.00% | Reduce -44.4% | 60 | $3K |
| IMG Wealth Management, Inc. | 0.00% | New | 59 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -87.7% | 53 | $2K |
| Signaturefd, LLC | 0.00% | No change | 52 | $2K |
| Comprehensive Financial Planning, Inc. | 0.00% | New | 49 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | New | 46 | $2K |
| Triumph Capital Management | 0.00% | New | 40 | $2K |
| Transce3nd, LLC | 0.01% | No change | 32 | $2K |
| REAP Financial Group, LLC | 0.00% | Reduce -95.2% | 25 | $1K |
| MV Capital Management, Inc. | 0.00% | No change | 18 | $847 |
| Toth Financial Advisory Corp. | 0.00% | No change | 13 | $612 |
| Park Square Financial Group, LLC | 0.00% | No change | 12 | $578 |
| Darwin Wealth Management, LLC | 0.00% | New | 11 | $517 |
| Evermay Wealth Management LLC | 0.00% | No change | 5 | $236 |
| Key Financial Inc | 0.00% | No change | 2 | $94 |
"% of holder's portfolio" is AMLP's weight in each manager's 13F, not the share of Alerian MLP ETF the manager owns.