Alerian MLP ETFAMLPETF
13F holders, Q1 2026 (March 31)814holders +39
99new positions
58sold out
5famous investors
$52.51avg. 13F price*
At the end of Q1 2026, 814 institutions reported holding Alerian MLP ETF (AMLP) in their 13F filings, up 39 from Q4 2025. 99 opened new positions and 58 sold out. The largest holders were Morgan Stanley ($833.6M), Bank of America Corp. ($446.9M) and Wells Fargo & Company ($395.7M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Alerian MLP ETF
- Filed as
- ALPS ETF TR (Q1 2026)
- CUSIP
- 00162Q452
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 99 | $103.5M |
| Exits | 58 | $67.6M |
All 13F filers, Q4 2025 → Q1 2026: 10,031,386 shares bought and 7,246,792 shares sold, net +2,784,594 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 814 holders
| Morgan Stanley | 0.05% | Add +9.8% | 15,835,961 | $833.6M |
| Bank of America Corp. | 0.03% | Reduce -0.9% | 8,490,654 | $446.9M |
| Wells Fargo & Company | 0.08% | Add +6.7% | 7,517,252 | $395.7M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -6.4% | 6,563,117 | $345.5M |
| Allen Investment Management, LLC | 2.61% | Add +6.8% | 4,005,535 | $210.9M |
| LPL Financial LLC | 0.05% | Add +16.4% | 3,630,084 | $191.1M |
| UBS Group AG | 0.03% | Add +3.7% | 3,195,287 | $168.2M |
| Raymond James Financial Inc. | 0.04% | Add +2.9% | 2,637,986 | $138.9M |
| Royal Bank of Canada | 0.02% | Add +6.8% | 2,414,295 | $127.1M |
| Creative Planning | 0.08% | Reduce -0.3% | 2,247,071 | $118.3M |
| US Bancorp \de | 0.10% | Add +16.0% | 1,634,533 | $86.0M |
| Naviter Wealth, LLC | 8.85% | Add +12.3% | 1,345,764 | $70.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -2.3% | 1,275,253 | $67.2M |
| Stifel Financial Corp. | 0.05% | Add +2.1% | 1,024,383 | $53.9M |
| Stephens Inc. | 0.67% | Reduce -0.2% | 1,010,395 | $53.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +33.2% | 908,039 | $47.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +6.8% | 882,651 | $46.5M |
| Osaic Holdings, Inc. | 0.07% | Reduce -0.6% | 863,290 | $45.4M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +166.8% | 797,815 | $42.0M |
| HighTower Advisors, LLC | 0.04% | Add +4.2% | 784,184 | $41.3M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -2.1% | 747,184 | $39.3M |
| Proficio Capital Partners LLC | 1.72% | Reduce -15.0% | 610,337 | $32.1M |
| TIAA Wealth Investment Management LLC | 0.25% | — | 602,832 | $32.1M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -29.9% | 560,656 | $29.5M |
| NewEdge Advisors, LLC | 0.11% | Add +38.0% | 557,518 | $29.3M |
| Janney Montgomery Scott LLC | 0.07% | Add +10.7% | 549,908 | $28.9M |
| Captrust Financial Advisors | 0.05% | Add +21.8% | 538,203 | $28.3M |
| Blair William & Co. | 0.08% | Add +0.8% | 534,883 | $28.2M |
| Cetera Investment Advisers | 0.03% | Add +6.8% | 525,634 | $27.7M |
| EP Wealth Advisors, LLC | 0.13% | Reduce -0.7% | 514,685 | $27.1M |
| School Employees Retirement Board of Ohio | 10.88% | No change | 506,822 | $26.7M |
| FWL Investment Management, LLC | 5.48% | Add +20.9% | 474,255 | $25.0M |
| Oxbow Advisors, LLC | 2.06% | Add +100.4% | 453,356 | $23.9M |
| Spirepoint Private Client, LLC | 2.13% | Add +13.8% | 424,860 | $22.4M |
| Aprio Wealth Management, LLC | 1.18% | Add +5.9% | 410,468 | $21.6M |
| Choreo, LLC | 0.25% | Reduce -3.6% | 393,535 | $20.7M |
| TRUE Private Wealth Advisors | 1.92% | Add +8.2% | 383,010 | $20.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -13.8% | 374,509 | $19.6M |
| D.A. Davidson & Co. | 0.12% | Add +11.3% | 366,812 | $19.3M |
| First American Trust, FSB | 1.28% | Reduce -0.2% | 361,588 | $19.0M |
| Violich Capital Management, Inc. | 2.08% | Add +0.5% | 337,595 | $17.8M |
| RS Crum Inc. | 3.39% | Add +3.0% | 333,012 | $17.5M |
| Focus Partners Wealth | 0.02% | Add +0.6% | 319,667 | $16.8M |
| Searcy Financial Services Inc. | 6.05% | Reduce -17.6% | 309,713 | $16.3M |
| Checchi Capital Advisers, LLC | 1.08% | Reduce -7.0% | 297,605 | $15.7M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.06% | — | 295,019 | $15.5M |
| Cary Street Partners Financial LLC | 0.38% | Add +14.4% | 294,319 | $15.5M |
| Wealth Alliance, LLC | 1.52% | Add +6.3% | 292,167 | $15.4M |
| Allworth Financial LP | 0.06% | Add +1.5% | 286,518 | $15.1M |
| North Star Investment Management Corp. | 0.91% | Add +28.4% | 286,205 | $15.1M |
| JPMorgan Chase & Co. | 0.00% | Add +931.8% | 275,660 | $14.7M |
| Nicolet Bankshares Inc. | 0.54% | Add +122.3% | 278,583 | $14.6M |
| Tectonic Advisors LLC | 0.76% | Add +1.6% | 272,698 | $14.4M |
| Prospera Financial Services Inc | 0.23% | Reduce -13.4% | 267,353 | $14.1M |
| Summit Financial Wealth Advisors, LLC | 1.90% | Reduce -1.9% | 254,318 | $13.4M |
| Novare Capital Management LLC | 1.03% | Add +0.1% | 247,800 | $13.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +55.7% | 247,302 | $13.0M |
| Fortem Financial Group, LLC | 3.25% | Add +1.5% | 245,708 | $12.9M |
| Hilton Capital Management, LLC | 0.96% | Add +1.7% | 242,654 | $12.8M |
| Legacy Financial Independent Advisors LLC | 6.64% | — | 242,427 | $12.8M |
| Truffle Hound Capital, LLC | 7.74% | No change | 240,000 | $12.6M |
| Stansberry Asset Management, LLC | 1.28% | Add +208.8% | 231,837 | $12.2M |
| Prime Capital Investment Advisors, LLC | 0.13% | Reduce -1.3% | 220,740 | $11.6M |
| Vista Finance, LLC | 9.17% | Reduce -0.8% | 219,454 | $11.6M |
| IronBridge Private Wealth, LLC | 3.68% | Reduce -17.8% | 216,983 | $11.4M |
| Private Advisor Group, LLC | 0.05% | Reduce -0.3% | 216,257 | $11.4M |
| Kera Capital Partners, Inc. | 1.36% | Add +36.6% | 210,781 | $11.1M |
| Baldwin Wealth Partners LLC | 0.80% | Reduce -3.0% | 208,811 | $11.0M |
| Jones Financial Companies LLLP | 0.01% | Reduce -1.4% | 203,343 | $10.9M |
| Williams Jones Wealth Management, LLC. | 0.13% | Add +10.6% | 200,160 | $10.5M |
| Oak Harvest Investment Services | 1.10% | Add +10.1% | 200,040 | $10.5M |
| Granby Capital Management, LLC | 6.03% | No change | 200,000 | $10.5M |
| Ardsley Advisory Partners LP | 1.60% | New | 200,000 | $10.5M |
| Citigroup Inc. | 0.01% | Add +11.2% | 195,658 | $10.3M |
| J.W. Cole Advisors, Inc. | 0.34% | Add +14.7% | 189,901 | $10.0M |
| Elgethun Capital Management | 1.65% | Add +0.4% | 189,327 | $10.0M |
| Fortis Group Advisors, LLC | 1.65% | Add +28.5% | 183,853 | $9.9M |
| Financial Management Network Inc. | 1.47% | New | 183,167 | $9.6M |
| DAVENPORT & Co LLC | 0.05% | Add +10.4% | 179,130 | $9.4M |
| Shikiar Asset Management Inc. | 3.01% | Reduce -2.8% | 178,545 | $9.4M |
| Bard Associates Inc. | 2.28% | Add +0.1% | 172,682 | $9.1M |
| Evergreen Capital Management LLC | 0.19% | Add +2.8% | 169,630 | $8.9M |
| Transcend Capital Advisors, LLC | 0.70% | Reduce -2.5% | 165,952 | $8.7M |
| Brick & Kyle, Associates | 2.83% | Reduce -5.6% | 162,583 | $8.6M |
| NorthCoast Asset Management LLC | 0.20% | New | 159,937 | $8.4M |
| Nwam LLC | 0.48% | Add +0.9% | 157,549 | $8.3M |
| Left Brain Wealth Management, LLC | 3.20% | Add +5.3% | 154,731 | $8.1M |
| Mariner, LLC | 0.01% | Add +19.7% | 153,655 | $8.1M |
| Advisors Asset Management, Inc. | 0.13% | Add +10.3% | 151,544 | $8.0M |
| Ball & Co Wealth Management Inc. | 6.66% | Add +3.4% | 151,234 | $8.0M |
| Muhlenkamp & Co. Inc. | 2.09% | Reduce -14.6% | 150,615 | $7.9M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +6.9% | 150,251 | $7.9M |
| U.S. Capital Wealth Advisors, LLC | 0.20% | Add +28.3% | 149,445 | $7.9M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -19.8% | 147,693 | $7.8M |
| Quadrature Capital Ltd | 0.09% | Reduce -69.2% | 146,924 | $7.7M |
| Advisors Preferred, LLC | 1.08% | New | 139,680 | $7.4M |
| Lido Advisors, LLC | 0.03% | Add +10.1% | 137,087 | $7.2M |
| Independent Advisor Alliance | 0.08% | Add +1056.3% | 137,037 | $7.2M |
| Brown Advisory Inc. | 0.01% | Add +3.2% | 136,039 | $7.2M |
| 5th Street Advisors, LLC | 3.10% | Add +20.7% | 135,983 | $7.2M |
| NTV Asset Management LLC | 0.77% | Reduce -0.0% | 132,895 | $7.0M |
| Cerity Partners LLC | 0.01% | Add +2.8% | 132,211 | $7.0M |
| Lake Hills Wealth Management, LLC | 3.76% | Add +18.1% | 127,734 | $6.7M |
| Element Wealth, LLC | 2.74% | Add +7.3% | 125,561 | $6.6M |
| Norden Group LLC | 0.63% | New | 124,485 | $6.6M |
| LYNX Capital Group Ltd. | 3.02% | Reduce -0.1% | 123,186 | $6.5M |
| Corient Private Wealth LP | 0.01% | Add +9.8% | 139,938 | $6.4M |
| Fifth Third Bancorp | 0.01% | Add +3787.6% | 120,554 | $6.3M |
| Eagle Strategies LLC | 0.75% | Reduce -3.1% | 119,783 | $6.3M |
| Advisory Services Network, LLC | 0.08% | Add +2.7% | 115,759 | $6.1M |
| Clare Market Investments LLC | 1.27% | — | 115,291 | $6.1M |
| Griffin Asset Management, Inc. | 0.68% | Reduce -2.5% | 113,947 | $6.0M |
| Haven Private, LLC | 2.57% | Add +1.9% | 112,063 | $5.9M |
| Wealth Advisory Solutions, LLC | 1.30% | Add +636.3% | 110,740 | $5.8M |
| &partners | 0.03% | Reduce -0.2% | 110,553 | $5.8M |
| Cyndeo Wealth Partners, LLC | 0.30% | Add +0.2% | 109,117 | $5.7M |
| Commerce Bank | 0.03% | Reduce -27.6% | 109,037 | $5.7M |
| Financial Sense Advisors, Inc. | 1.31% | Add +52.4% | 107,732 | $5.7M |
| Equitable Holdings, Inc. | 0.04% | Add +81.8% | 114,160 | $5.6M |
| Horizon Kinetics Asset Management LLC | 0.06% | Add +76.6% | 106,520 | $5.6M |
| Truist Financial Corp. | 0.01% | Add +6.6% | 102,527 | $5.4M |
| L & S Advisors Inc | 0.68% | Add +1313.4% | 102,258 | $5.4M |
| Oppenheimer & Co. Inc. | 0.07% | Add +19.1% | 102,016 | $5.4M |
| Quantinno Capital Management LP | 0.01% | Add +18.9% | 101,354 | $5.3M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -0.3% | 101,219 | $5.3M |
| Intrinsic Edge Capital Management LLC | 0.96% | Add +11.1% | 100,000 | $5.3M |
| Prota Financial, LLC | 3.76% | New | 98,681 | $5.2M |
| Wealthspire Advisors, LLC | 0.04% | Add +26.9% | 98,238 | $5.2M |
| Sterling Investment Management, LLC | 3.09% | Reduce -2.7% | 97,997 | $5.2M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -35.2% | 97,835 | $5.2M |
| Sanders Morris Harris LLC | 0.83% | New | 97,756 | $5.1M |
| Mesirow Financial Investment Management, Inc. | 0.08% | Add +28.5% | 96,319 | $5.1M |
| Continuum Advisory, LLC | 0.48% | Add +17.5% | 94,936 | $5.0M |
| Oak Family Advisors, LLC | 1.54% | Reduce -20.6% | 94,905 | $5.0M |
| Denali Advisors LLC | 0.55% | Reduce -0.3% | 94,394 | $5.0M |
| Aventail Capital Group, LP | 0.24% | New | 94,366 | $5.0M |
| Allen Wealth Management, LLC | 2.48% | Reduce -11.1% | 94,314 | $5.0M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -2.5% | 92,758 | $4.9M |
| White Pine Investment CO | 1.13% | Reduce -0.7% | 92,361 | $4.9M |
| Salem Investment Counselors Inc. | 0.14% | Add +8.5% | 91,654 | $4.8M |
| TKG Advisors, LLC | 1.97% | Reduce -1.6% | 90,489 | $4.8M |
| AlphaCore Capital LLC | 0.11% | Add +9.9% | 89,629 | $4.7M |
| Lake Street Private Wealth, LLC | 0.60% | Add +2.4% | 88,647 | $4.7M |
| Mayflower Financial Advisors, LLC | 0.57% | Add +6.7% | 88,436 | $4.7M |
| Pinnacle Financial Partners, Inc. | 0.04% | Add +37.9% | 88,267 | $4.6M |
| Philadelphia Trust Co. | 0.33% | Add +133.9% | 88,197 | $4.6M |
| 1 North Wealth Services LLC | 1.64% | Add +2.6% | 86,028 | $4.5M |
| Artesa Financial Group, LLC | 4.21% | Add +16.5% | 83,887 | $4.4M |
| Sacks & Associates, LLC | 3.25% | Reduce -0.3% | 83,086 | $4.4M |
| SMART Wealth LLC | 1.26% | Reduce -4.6% | 81,592 | $4.3M |
| Herbst Group, LLC | 2.60% | Add +43.0% | 79,972 | $4.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -20.6% | 79,931 | $4.2M |
| Americana Partners, LLC | 0.11% | Reduce -8.7% | 79,826 | $4.2M |
| Surience Private Wealth LLC | 4.51% | New | 79,809 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -67.3% | 79,346 | $4.2M |
| Madison Park Capital Advisors, LLC | 3.20% | Add +13.6% | 77,390 | $4.1M |
| Wills Financial Group LLC | 1.52% | Add +4.7% | 75,773 | $4.0M |
| Balefire, LLC | 0.75% | Reduce -17.7% | 75,865 | $4.0M |
| Cowa, LLC | 1.15% | Reduce -0.5% | 75,147 | $4.0M |
| SteelPeak Wealth, LLC | 0.12% | Add +2.3% | 74,881 | $3.9M |
| MML Investors Services, LLC | 0.01% | Reduce -29.2% | 74,852 | $3.9M |
| Hancock Whitney Corp. | 0.07% | Add +224.8% | 72,835 | $3.9M |
| Allen Capital Group, LLC | 0.35% | Add +3.1% | 74,791 | $3.9M |
| Continental Advisors LLC | 2.44% | Reduce -1.3% | 74,723 | $3.9M |
| NewEdge Wealth, LLC | 0.05% | Add +63.0% | 73,190 | $3.9M |
| Indivisible Partners | 0.34% | Add +60.3% | 72,974 | $3.8M |
| Elevation Point Wealth Partners, LLC | 0.09% | Add +9.5% | 72,552 | $3.8M |
| SCS Capital Management LLC | 0.04% | Add +0.1% | 72,508 | $3.8M |
| Integrated Advisors Network LLC | 0.20% | Reduce -5.7% | 72,479 | $3.8M |
| G&S Capital LLC | 1.34% | Add +0.5% | 72,468 | $3.8M |
| Scotia Capital Inc. | 0.02% | Reduce -2.1% | 71,559 | $3.8M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +9.4% | 71,541 | $3.8M |
| Independent Financial Group, LLC | 0.08% | Add +3.3% | 70,629 | $3.7M |
| Jaffetilchin Investment Partners, LLC | 0.22% | Add +12.4% | 70,282 | $3.7M |
| Punch & Associates Investment Management, Inc. | 0.21% | Reduce -19.8% | 69,891 | $3.7M |
| IFP Advisors, Inc | 0.08% | Reduce -20.8% | 69,651 | $3.7M |
| TT Capital Management LLC | 3.02% | Reduce -0.9% | 69,545 | $3.7M |
| Mills Wealth Advisors LLC | 1.27% | Add +25.7% | 69,333 | $3.6M |
| Chicago Partners Investment Group LLC | 0.08% | Reduce -4.3% | 68,444 | $3.6M |
| Plan Group Financial, LLC | 0.83% | Add +23.6% | 67,325 | $3.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +9.3% | 67,112 | $3.5M |
| Nations Financial Group Inc, /Ia/ | 0.18% | Add +170.1% | 66,597 | $3.5M |
| SAM Advisors, LLC | 1.09% | Add +2.2% | 66,159 | $3.5M |
| Payne Capital Management, LLC | 1.03% | Reduce -1.4% | 64,849 | $3.4M |
| Samalin Investment Counsel, LLC | 1.21% | Add +23.8% | 64,370 | $3.4M |
| Stamos Capital Partners, L.P. | 0.53% | Reduce -15.0% | 64,137 | $3.4M |
| Berkeley Capital Partners, LLC | 0.78% | Add +1.4% | 64,079 | $3.4M |
| Freestone Capital Holdings, LLC | 0.10% | Add +1.5% | 63,688 | $3.4M |
| GAMCO Investors | 0.03% | No change | 63,100 | $3.3M |
| Essex Financial Services, Inc. | 0.18% | Add +35.6% | 62,552 | $3.3M |
| J. Goldman & Co LP | 0.15% | Add +684.7% | 62,496 | $3.3M |
| Moran Wealth Management, LLC | 0.10% | Add +53.7% | 62,393 | $3.3M |
| Compound Planning, Inc. | 0.10% | Add +9.8% | 61,954 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -19.8% | 60,748 | $3.2M |
| Congress Asset Management Co. | 0.02% | Reduce -13.9% | 60,576 | $3.2M |
| Perigon Wealth Management, LLC | 0.06% | Add +43.5% | 60,530 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +310.4% | 59,646 | $3.1M |
| Forte Asset Management LLC | 1.38% | Add +2.6% | 59,602 | $3.1M |
| Sigma Planning Corp | 0.09% | Add +3.2% | 59,243 | $3.1M |
| Greatmark Investment Partners, Inc. | 0.36% | Reduce -0.3% | 59,150 | $3.1M |
| Hegarty Advisors, LLC | 2.42% | Add +1.0% | 58,383 | $3.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -6.5% | 57,613 | $3.0M |
| Delta Investment Management, LLC | 0.54% | Add +1.0% | 57,262 | $3.0M |
| Regal Investment Advisors LLC | 0.17% | Reduce -3.1% | 56,780 | $3.0M |
| FMR LLC | 0.00% | Reduce -0.5% | 56,694 | $3.0M |
| WealthBridge Capital Management, LLC | 0.68% | Add +4.0% | 56,372 | $3.0M |
| BlackRock, Inc. | 0.00% | Add +126.6% | 54,709 | $2.9M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +10.4% | 54,673 | $2.9M |
| Clarity Financial LLC | 0.31% | Reduce -53.4% | 53,897 | $2.8M |
| Sculati Wealth Management, LLC | 1.05% | Reduce -1.3% | 53,885 | $2.8M |
| Capital Advisors Wealth Management, LLC | 0.38% | New | 53,858 | $2.8M |
| Ingalls & Snyder LLC | 0.10% | Add +9.8% | 53,298 | $2.8M |
| Mainstay Capital Management LLC | 0.22% | Reduce -2.8% | 53,029 | $2.8M |
| Cypress Capital Management LLC (WY) | 2.65% | Reduce -0.9% | 52,977 | $2.8M |
| Avidian Wealth Enterprises, LLC | 0.09% | Add +8.6% | 52,933 | $2.8M |
| Cascade Financial Partners, LLC | 0.28% | Add +0.9% | 52,482 | $2.8M |
| Johnson Investment Counsel Inc. | 0.02% | Add +1.9% | 52,213 | $2.7M |
| Jackson Hole Capital Partners, LLC | 0.45% | Add +0.3% | 51,633 | $2.7M |
| Trivium Point Advisory, LLC | 0.48% | Reduce -82.4% | 50,441 | $2.7M |
| Enclave Advisors LLC | 0.38% | Reduce -67.9% | 50,029 | $2.6M |
| Brighton Jones LLC | 0.06% | New | 49,767 | $2.6M |
| Blue Trust, Inc. | 0.03% | Add +1.3% | 49,621 | $2.6M |
| Smartleaf Asset Management LLC | 0.09% | Add +44.2% | 48,752 | $2.6M |
| Pekin Hardy Strauss, Inc. | 0.27% | Reduce -6.8% | 49,301 | $2.6M |
| Providence First Trust Co | 0.90% | Reduce -8.9% | 48,509 | $2.6M |
| Astoria Portfolio Advisors LLC. | 0.54% | Add +27.6% | 48,792 | $2.5M |
| CIBC Bancorp USA Inc. | 0.00% | — | 47,486 | $2.5M |
| Renaissance Technologies | 0.00% | Add +17.4% | 47,415 | $2.5M |
| Farther Finance Advisors, LLC | 0.02% | Add +26.6% | 47,272 | $2.5M |
| Foundations Investment Advisors, LLC | 0.03% | New | 46,728 | $2.5M |
| RiverTree Advisors, LLC | 1.56% | Reduce -0.9% | 46,709 | $2.5M |
| J.Safra Asset Management Corp | 0.13% | Add +4.4% | 46,525 | $2.4M |
| ArchPoint Investors | 0.58% | No change | 46,325 | $2.4M |
| Holderness Investments Co. | 0.49% | Add +17.8% | 46,109 | $2.4M |
| Keewaydin Investments LLC | 0.76% | Add +1.1% | 45,985 | $2.4M |
| Sierra Capital LLC | 0.26% | Reduce -0.9% | 45,889 | $2.4M |
| Heartwood Wealth Advisors LLC | 0.21% | Add +16.2% | 45,705 | $2.4M |
| AXS Investments LLC | 0.96% | Add +35.6% | 45,187 | $2.4M |
| Covenant Asset Management, LLC | 0.48% | Add +8.5% | 44,069 | $2.3M |
| Resonant Capital Advisors, LLC | 0.12% | Add +5.1% | 43,528 | $2.3M |
| Cura Wealth Advisors, LLC | 1.01% | Add +0.1% | 42,850 | $2.3M |
| HUB Investment Partners, LLC | 0.06% | New | 42,768 | $2.3M |
| Bollard Group LLC | 0.07% | Reduce -1.9% | 42,714 | $2.2M |
| Activest Wealth Management | 0.39% | Add +25.1% | 42,378 | $2.2M |
| Quartz Partners, LLC | 0.86% | Add +26.4% | 42,155 | $2.2M |
| Asset One Wealth Management LLC | 0.24% | Add +1.8% | 42,715 | $2.2M |
| Private Trust Co. NA | 0.19% | Add +17.9% | 41,198 | $2.2M |
| FFG Retirement Advisors LLC | 1.26% | New | 41,168 | $2.2M |
| Gotham Asset Management | 0.01% | Add +95.7% | 41,147 | $2.2M |
| Riggs Asset Managment Co. Inc. | 0.44% | Reduce -1.8% | 40,952 | $2.2M |
| HC Advisors, LLC | 1.43% | Add +0.8% | 40,697 | $2.1M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +13.4% | 40,694 | $2.1M |
| Tocqueville Asset Management L.P. | 0.03% | Reduce -0.8% | 40,518 | $2.1M |
| BTG Pactual Asset Management US LLC | 0.21% | Reduce -39.7% | 40,467 | $2.1M |
| Belpointe Asset Management LLC | 0.08% | Reduce -31.5% | 40,453 | $2.1M |
| Barry Investment Advisors, LLC | 0.47% | Add +0.3% | 40,244 | $2.1M |
| Capstone Wealth Management Group LLC | 1.28% | Add +5.2% | 39,614 | $2.1M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -22.9% | 38,994 | $2.1M |
| Algorithmic Investment Models, LLC | 2.53% | Reduce -27.0% | 38,908 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -56.2% | 38,584 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -6.3% | 38,388 | $2.0M |
| Evexia Wealth LLC | 0.55% | Add +10.2% | 38,210 | $2.0M |
| Rhodes Investment Advisors Inc. | 1.71% | Add +1.8% | 37,685 | $2.0M |
| LMCG Investments, LLC | 0.12% | Add +25.6% | 37,609 | $2.0M |
| RFG Advisory, LLC | 0.04% | Reduce -11.2% | 37,607 | $2.0M |
| Smithfield Trust Co | 0.09% | Add +50.8% | 37,402 | $2.0M |
| Savant Capital, LLC | 0.01% | No change | 37,323 | $2.0M |
| Arkadios Wealth Advisors | 0.03% | Add +23.6% | 37,309 | $2.0M |
| AE Wealth Management LLC | 0.01% | Add +90.1% | 36,893 | $1.9M |
| Mutual Advisors, LLC | 0.04% | Add +138.5% | 36,713 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -74.2% | 36,099 | $1.9M |
| Daymark Wealth Partners, LLC | 0.06% | Add +12.3% | 36,016 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +9.5% | 35,876 | $1.9M |
| Titleist Asset Management, LLC | 0.14% | Reduce -27.2% | 35,740 | $1.9M |
| Tandem Financial, LLC | 0.63% | Add +166.6% | 35,629 | $1.9M |
| Palouse Capital Management, Inc. | 1.27% | Reduce -7.9% | 35,592 | $1.9M |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -26.9% | 35,381 | $1.9M |
| Easterly Investment Partners LLC | 0.14% | No change | 35,318 | $1.9M |
| Integrated Wealth Concepts LLC | 0.01% | Add +82.2% | 35,295 | $1.9M |
| Bradley Foster & Sargent Inc. | 0.03% | Add +22.4% | 35,103 | $1.8M |
| HFG Wealth Management, LLC | 1.02% | Add +0.7% | 35,049 | $1.8M |
| 71 West Capital Partners | 0.08% | No change | 34,908 | $1.8M |
| Aviance Capital Partners, LLC | 0.21% | Add +1.3% | 34,736 | $1.8M |
| Invesco Ltd. | 0.00% | Add +0.9% | 34,519 | $1.8M |
| Cwm, LLC | 0.00% | Add +7.3% | 34,258 | $1.8M |
| Collar Capital Management, LLC | 1.17% | Add +0.8% | 34,253 | $1.8M |
| TCFG Wealth Management, LLC | 0.68% | Add +4.2% | 34,238 | $1.8M |
| TCFG Investment Advisors, LLC | 0.68% | — | 34,238 | $1.8M |
| Greenspring Advisors, LLC | 0.11% | Reduce -1.6% | 33,939 | $1.8M |
| Dakota Wealth Management | 0.04% | Add +16.6% | 33,678 | $1.8M |
| World Investment Advisors | 0.03% | Add +229.8% | 33,612 | $1.8M |
| Axxcess Wealth Management, LLC | 0.06% | Add +10.5% | 33,412 | $1.8M |
| Ieq Capital, LLC | 0.01% | Add +88.8% | 33,350 | $1.8M |
| Bank of Montreal | 0.00% | Add +19.3% | 33,114 | $1.7M |
| Compass Capital Corp. /Ma/ | 0.62% | Add +43.0% | 32,655 | $1.7M |
| Capital Fund Management S.A. | 0.02% | New | 32,700 | $1.7M |
| Park Avenue Securities LLC | 0.01% | Add +5.2% | 32,687 | $1.7M |
| Main Street Financial Solutions, LLC | 0.12% | Add +4.2% | 32,506 | $1.7M |
| Founders Financial Securities LLC | 0.10% | Add +0.1% | 32,437 | $1.7M |
| Kovack Advisors, Inc. | 0.09% | Add +2.9% | 32,269 | $1.7M |
| HCR Wealth Advisors | 0.17% | Reduce -2.4% | 32,018 | $1.7M |
| Tiaa Trust, National Association | 0.10% | Reduce -96.8% | 31,501 | $1.7M |
| Pointe Capital Management LLC | 0.82% | Add +17.0% | 31,281 | $1.6M |
| Argos Wealth Advisors, LLC | 0.46% | Reduce -10.1% | 30,696 | $1.6M |
| Pursue Wealth Partners LLC | 0.96% | New | 30,410 | $1.6M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -46.6% | 30,287 | $1.6M |
| MBA Advisors LLC | 0.61% | Add +14.9% | 30,272 | $1.6M |
| Capital Advisors, Ltd. LLC | 0.18% | Add +0.1% | 30,245 | $1.6M |
| Tempus Wealth Planning, LLC | 0.36% | No change | 30,111 | $1.6M |
| Sowell Financial Services LLC | 0.06% | Add +2.7% | 29,591 | $1.6M |
| Hilltop Holdings Inc. | 0.14% | Reduce -1.3% | 29,476 | $1.6M |
| WP Advisors, LLC | 0.40% | New | 29,358 | $1.5M |
| Boyce & Associates Wealth Consulting, Inc. | 1.17% | Reduce -7.5% | 29,301 | $1.5M |
| Arkos Global Advisors | 0.19% | No change | 28,910 | $1.5M |
| Wedbush Securities Inc. | 0.04% | Add +2.1% | 28,387 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +93.5% | 28,372 | $1.5M |
| PFG Investments, LLC | 0.07% | Add +9.1% | 28,218 | $1.5M |
| Stillwater Wealth Management Group | 0.92% | Add +98.2% | 28,210 | $1.5M |
| Wakefield Asset Management LLLP | 0.39% | Add +2.0% | 27,691 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +0.8% | 27,677 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Add +9.6% | 27,118 | $1.4M |
| Benjamin Edwards Inc. | 0.01% | Add +6.9% | 27,049 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.09% | New | 26,271 | $1.4M |
| Mezzasalma Advisors, LLC | 0.36% | Add +0.8% | 26,416 | $1.4M |
| GoalVest Advisory LLC | 0.27% | Reduce -9.9% | 26,252 | $1.4M |
| Bullseye Investment Management, LLC | 0.74% | Reduce -9.9% | 26,202 | $1.4M |
| Strategy Asset Managers LLC | 0.23% | Add +7.9% | 26,080 | $1.4M |
| Albion Financial Group | 0.09% | Add +4.5% | 25,907 | $1.4M |
| Focus Financial Network, Inc. | 0.05% | Add +0.9% | 25,725 | $1.4M |
| Westside Investment Management, Inc. | 0.21% | Reduce -8.1% | 25,728 | $1.4M |
| Granite Group Advisors, LLC | 0.82% | No change | 25,593 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -93.7% | 25,567 | $1.3M |
| First Commonwealth Financial Corp | 0.21% | Reduce -0.9% | 25,398 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +182.8% | 25,335 | $1.3M |
| Total Wealth Planning & Management, Inc. | 1.06% | Add +13.9% | 25,315 | $1.3M |
| First PREMIER Bank | 0.31% | Reduce -2.9% | 25,123 | $1.3M |
| Reyes Financial Architecture, Inc. | 1.08% | Add +11520.8% | 25,101 | $1.3M |
| Ables, Iannone, Moore & Associates, Inc. | 0.78% | Reduce -2.9% | 25,038 | $1.3M |
| International Assets Investment Management, LLC | 0.09% | Reduce -2.6% | 25,271 | $1.3M |
| Fiducient Advisors LLC | 0.17% | Add +2.0% | 24,916 | $1.3M |
| Prevail Innovative Wealth Advisors, LLC | 0.22% | Reduce -59.1% | 24,915 | $1.3M |
| Exit Wealth Advisors, LLC. | 0.68% | Add +2.5% | 24,870 | $1.3M |
| Mgo One Seven LLC | 0.03% | Add +224.9% | 24,633 | $1.3M |
| Beirne Wealth Consulting Services, LLC | 0.36% | Add +0.5% | 24,443 | $1.3M |
| Islay Capital Management, LLC | 0.65% | Add +9.0% | 24,200 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Add +4.1% | 24,071 | $1.3M |
| Aurora Private Wealth, Inc. | 0.90% | No change | 25,795 | $1.3M |
| Cibc World Market Inc. | 0.00% | Add +9.1% | 24,049 | $1.3M |
| CWA Asset Management Group, LLC | 0.04% | Add +20.7% | 23,454 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -7.1% | 23,351 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Add +56.5% | 23,287 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -1.8% | 23,167 | $1.2M |
| Lanark Financial, Inc. | 0.09% | Add +3.9% | 22,923 | $1.2M |
| Valtrion Capital Management, LLC | 1.11% | Add +36.7% | 22,455 | $1.2M |
| Everest Financial Group LLC | 0.19% | New | 22,300 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Add +100.0% | 22,300 | $1.2M |
| Brookwood Investment Group LLC | 0.15% | Add +13.9% | 21,691 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -6.6% | 21,386 | $1.1M |
| Powell Investment Advisors, LLC | 0.38% | Reduce -11.6% | 21,152 | $1.1M |
| Smith, Moore & Co. | 0.08% | Add +9.6% | 21,048 | $1.1M |
| Invst, LLC | 0.13% | Add +9.2% | 21,016 | $1.1M |
| First Merchants Corp. | 0.04% | Add +0.5% | 20,987 | $1.1M |
| Fullerton Advisors, LLC | 1.14% | Add +0.5% | 20,888 | $1.1M |
| Quantum Portfolio Management LLC | 0.48% | Reduce -38.0% | 20,823 | $1.1M |
| WealthTrust Axiom LLC | 0.27% | Add +0.5% | 20,774 | $1.1M |
| BOS Asset Management, LLC | 0.28% | Add +314.1% | 20,653 | $1.1M |
| Dearborn Partners LLC | 0.06% | Add +8.8% | 20,623 | $1.1M |
| Nvwm, LLC | 0.24% | Reduce -34.2% | 20,556 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.2% | 20,467 | $1.1M |
| Raab & Moskowitz Asset Management LLC | 0.24% | Add +25.2% | 20,211 | $1.1M |
| FWG Holdings, LLC | 0.40% | Add +47.1% | 20,353 | $1.1M |
| Perissos Private Wealth Management, LLC | 0.92% | Reduce -6.8% | 20,182 | $1.1M |
| J. Safra Sarasin Holding AG | 0.02% | No change | 20,000 | $1.1M |
| Fourpath Capital Management, LLC | 0.15% | Reduce -3.9% | 19,946 | $1.0M |
| Disciplined Investors, L.L.C. | 0.62% | Reduce -5.6% | 19,778 | $1.0M |
| Genesis Financial Group, LLC | 0.70% | New | 19,742 | $1.0M |
| BBR Partners, LLC | 0.06% | No change | 19,739 | $1.0M |
| Auour Investments LLC | 0.33% | Add +3.9% | 19,711 | $1.0M |
| OneAscent Family Office, LLC | 0.72% | Add +8.1% | 19,688 | $1.0M |
| Keebeck Wealth Management | 0.12% | Add +5.8% | 19,601 | $1.0M |
| MPWM Advisory Solutions, LLC | 0.54% | Add +6.4% | 19,322 | $1.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +1.4% | 19,244 | $1.0M |
| Rwa Wealth Partners, LLC | 0.01% | Add +15.7% | 19,171 | $1.0M |
| Novem Group | 0.12% | Reduce -38.9% | 19,132 | $1.0M |
| IMC-Chicago, LLC | 0.02% | Reduce -56.5% | 19,106 | $1.0M |
| Gould Asset Management LLC | 0.17% | Add +8.5% | 18,974 | $999K |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +57.6% | 18,866 | $993K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -93.4% | 18,728 | $986K |
| Summit Financial, LLC | 0.01% | Add +2.5% | 18,637 | $981K |
| Fortress Financial Solutions, LLC | 1.02% | New | 18,606 | $979K |
| Sunbelt Securities, Inc. | 0.06% | Add +10.4% | 18,499 | $974K |
| Sax Wealth Advisors, LLC | 0.05% | No change | 20,197 | $950K |
| Indie Asset Partners, LLC | 1.08% | Add +2.9% | 17,950 | $945K |
| Fiduciary Financial Group, LLC | 0.13% | Add +9.8% | 17,907 | $943K |
| Deutsche Bank AG | 0.00% | No change | 17,845 | $939K |
| WMG Financial Advisors, LLC | 0.39% | Reduce -61.8% | 17,767 | $935K |
| TMB Capital Partners, LLC | 0.31% | Reduce -0.4% | 17,631 | $928K |
| one8zero8, LLC | 0.20% | No change | 17,400 | $916K |
| Wealthspire Retirement, LLC | 0.05% | Add +1.7% | 17,171 | $904K |
| Mainsail Asset Management, LLC | 0.40% | Add +13.2% | 17,136 | $902K |
| Onyx Bridge Wealth Group LLC | 0.10% | Add +8.8% | 17,084 | $899K |
| Wealthfront Advisers LLC | 0.00% | Add +9.7% | 16,858 | $887K |
| Wellington Shields Capital Management, LLC | 0.13% | Reduce -1.7% | 16,785 | $884K |
| Hollow Brook Wealth Management LLC | 0.22% | Add +0.1% | 16,461 | $867K |
| McGowan Group Asset Management, Inc. | 0.11% | Add +1.3% | 16,265 | $856K |
| Centaurus Financial, Inc. | 0.04% | Reduce -1.6% | 16,070 | $846K |
| Cypress Wealth Services, LLC | 0.12% | Add +155.9% | 15,861 | $835K |
| Sound Financial Strategies Group, LLC | 0.57% | Reduce -39.1% | 15,807 | $832K |
| Novak & Powell Financial Services, Inc. | 0.45% | Add +1.1% | 15,804 | $832K |
| Heffernan Advisory, Inc. | 0.77% | Add +0.2% | 15,736 | $828K |
| Curi Capital, LLC | 0.01% | Reduce -0.3% | 15,648 | $824K |
| Simplex Trading, LLC | 0.03% | Add +109.6% | 15,637 | $823K |
| LaSalle St. Investment Advisors, LLC | 0.11% | Add +0.7% | 15,462 | $814K |
| CPA Asset Management Group, LLC | 0.27% | No change | 15,424 | $812K |
| AMG National Trust Bank | 0.02% | New | 15,399 | $811K |
| Ulland Investment Advisors, LLC | 0.69% | Reduce -1.6% | 15,295 | $805K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 15,203 | $800K |
| Sei Investments Co. | 0.00% | Reduce -9.6% | 15,076 | $794K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 15,000 | $790K |
| Franklin Resources Inc. | 0.00% | Add +4.4% | 14,884 | $783K |
| Fortis Advisors, LLC | 0.39% | Add +2.0% | 14,878 | $783K |
| Cordoba Advisory Partners LLC | 0.21% | Reduce -35.9% | 14,483 | $762K |
| Trilogy Capital Inc. | 0.03% | No change | 14,440 | $760K |
| Jeppson Wealth Management, LLC | 0.24% | Reduce -0.1% | 14,379 | $757K |
| DDFG, Inc | 0.16% | Add +5.7% | 14,351 | $755K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 14,300 | $753K |
| Mattern Wealth Management LLC | 0.15% | Add +3.6% | 14,250 | $750K |
| Retirement Financial Solutions, LLC | 0.21% | Reduce -11.1% | 14,088 | $742K |
| Maridea Wealth Management LLC | 0.11% | Add +3.0% | 14,071 | $741K |
| Hamilton Wealth, LLC | 0.14% | Add +1.3% | 14,010 | $737K |
| Hurley Capital, LLC | 0.39% | Add +2.0% | 13,841 | $729K |
| Claris Financial LLC | 0.40% | Reduce -26.5% | 13,731 | $723K |
| FF Advisors,LLC | 0.29% | Reduce -12.1% | 13,788 | $719K |
| Pinion Investment Advisors, LLC | 0.17% | Reduce -14.0% | 13,563 | $714K |
| Ashton Thomas Securities, LLC | 0.09% | New | 13,535 | $712K |
| Vigilare Wealth Management | 0.23% | No change | 13,121 | $691K |
| VestGen Advisors, LLC | 0.02% | New | 12,760 | $690K |
| Miller Investment Management, LP | 0.07% | No change | 13,079 | $688K |
| Rockport Wealth LLC | 0.12% | Add +129.5% | 12,934 | $681K |
| Ballast Rock Private Wealth LLC | 0.37% | No change | 12,759 | $672K |
| Thompson David Blair | 0.38% | Reduce -6.1% | 12,759 | $672K |
| Venture Visionary Partners LLC | 0.02% | Reduce -16.7% | 12,614 | $664K |
| Howard Wealth Management, LLC | 0.28% | Reduce -5.0% | 12,534 | $660K |
| Endowment Wealth Management, Inc. | 0.29% | Reduce -19.3% | 12,516 | $659K |
| Bokf, NA | 0.01% | No change | 12,495 | $658K |
| Sunbeam Capital Management, LLC | 0.38% | No change | 12,451 | $655K |
| Retirement Planning Group, LLC | 0.02% | Reduce -81.6% | 12,412 | $653K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -10.4% | 12,385 | $652K |
| Dumont & Blake Investment Advisors LLC | 0.16% | Reduce -4.1% | 12,328 | $649K |
| Fort Sheridan Advisors LLC | 0.08% | Add +44.0% | 12,317 | $648K |
| Red Crane Wealth Management, LLC | 0.53% | Add +0.8% | 12,248 | $645K |
| Group One Trading LLC | 0.02% | Add +481.4% | 12,151 | $640K |
| Allred Capital Management, LLC | 0.23% | Add +8.2% | 12,091 | $637K |
| MAI Capital Management | 0.00% | Add +0.6% | 12,084 | $636K |
| HRT Financial LP | 0.00% | Reduce -55.4% | 12,026 | $633K |
| Regions Financial Corp. | 0.00% | No change | 12,000 | $632K |
| Ferguson Shapiro LLC | 0.19% | New | 11,950 | $629K |
| Provenance Wealth Advisors, LLC | 0.07% | No change | 11,880 | $625K |
| Burke & Herbert Bank & Trust Co. | 0.17% | No change | 11,835 | $623K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -43.2% | 11,768 | $619K |
| Meadowbrook Wealth Management, LLC | 0.81% | Add +44.8% | 11,633 | $612K |
| J2 Capital Management Inc | 0.42% | Add +117.3% | 11,621 | $612K |
| Arete Wealth Advisors, LLC | 0.05% | New | 11,551 | $608K |
| Advocacy Wealth Management, LLC | 0.03% | Reduce -6.2% | 11,484 | $605K |
| Advyzon Investment Management, LLC | 0.05% | Reduce -39.1% | 11,430 | $602K |
| Operose Advisors LLC | 0.14% | No change | 11,088 | $584K |
| Strategic Wealth Partners, Ltd. | 0.04% | Reduce -3.5% | 11,087 | $584K |
| Zacks Investment Management | 0.00% | No change | 10,941 | $576K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.7% | 10,858 | $572K |
| Waldron Private Wealth LLC | 0.02% | No change | 10,847 | $571K |
| Walker Asset Management, LLC | 0.31% | Reduce -4.1% | 10,807 | $569K |
| Empire Financial Management Company, LLC | 0.13% | No change | 10,800 | $569K |
| Consolidated Capital Management, LLC | 0.18% | New | 10,790 | $568K |
| Brookstone Capital Management | 0.01% | Reduce -2.9% | 10,777 | $567K |
| Wealth Effects LLC | 0.20% | Add +35.0% | 10,755 | $566K |
| Fiduciary Group, LLC | 0.05% | No change | 10,750 | $566K |
| Aspen Wealth Management LLC | 0.11% | New | 10,729 | $565K |
| Dover Advisors, LLC | 0.23% | Add +14.5% | 10,726 | $565K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +11.1% | 10,710 | $564K |
| Savvy Advisors, Inc. | 0.02% | Add +100.9% | 10,698 | $563K |
| GM Advisory Group, LLC | 0.02% | Add +1.7% | 10,492 | $552K |
| Patten & Patten Inc. | 0.03% | No change | 10,444 | $550K |
| Segment Wealth Management, LLC | 0.03% | No change | 10,375 | $546K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -30.1% | 10,361 | $545K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | No change | 10,321 | $543K |
| Register Financial Advisors LLC | 0.20% | Add +0.3% | 10,225 | $538K |
| Ethos Financial Group, LLC | 0.04% | Add +127.5% | 10,705 | $537K |
| Abel Hall, LLC | 0.11% | No change | 10,200 | $537K |
| NorthStar Asset Management LLC | 0.26% | Reduce -7.9% | 10,107 | $532K |
| M&T Bank Corp | 0.00% | New | 10,080 | $531K |
| Saxon Interests, Inc. | 0.18% | Reduce -8.9% | 10,002 | $527K |
| Bramshill Investments, LLC | 0.05% | No change | 10,000 | $526K |
| Securian Asset Management, Inc. | 0.02% | No change | 10,000 | $526K |
| Advisory Advocates, LLC | 0.54% | Add +11.1% | 9,993 | $526K |
| Ballew Advisors, Inc | 0.30% | Reduce -0.5% | 10,032 | $525K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -23.7% | 9,962 | $524K |
| Total Clarity Wealth Management, Inc. | 0.12% | New | 9,893 | $521K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +5.0% | 9,825 | $517K |
| Anchor Investment Management, LLC | 0.04% | Add +0.3% | 9,779 | $515K |
| STAR Financial Bank | 0.24% | Reduce -41.8% | 9,566 | $504K |
| Shepherd Kaplan Krochuk, LLC | 0.42% | Add +1.7% | 9,562 | $503K |
| Castleview Partners, LLC | 0.26% | Add +26.2% | 9,504 | $500K |
| Arlington Financial Advisors, LLC | 0.07% | Add +26.7% | 9,500 | $500K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +64.3% | 9,491 | $500K |
| URS Advisory LLC | 0.36% | Reduce -26.8% | 9,432 | $497K |
| Investment Planning Advisors, Inc. | 0.14% | Add +1.9% | 9,365 | $493K |
| Northern Trust Corp. | 0.00% | Add +6.4% | 9,352 | $492K |
| Edge Wealth Management LLC | 0.08% | No change | 9,290 | $489K |
| Cahill Financial Advisors Inc. | 0.05% | Reduce -1.9% | 9,247 | $487K |
| Westbourne Investments, Inc. | 0.23% | Add +12.7% | 9,128 | $480K |
| McDonald Partners LLC | 0.11% | No change | 9,000 | $474K |
| Ergawealth Advisors, Inc. | 0.21% | Add +2.8% | 8,954 | $471K |
| Sapient Capital LLC | 0.01% | No change | 8,949 | $471K |
| Aspen Grove Capital, LLC | 0.09% | No change | 8,930 | $470K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -23.7% | 8,882 | $468K |
| L.K. Benson & Company, P.C. | 0.15% | No change | 8,866 | $467K |
| Trek Financial, LLC | 0.02% | New | 8,805 | $463K |
| Formidable Asset Management, LLC | 0.07% | Reduce -4.7% | 9,725 | $457K |
| HB Wealth Management, LLC | 0.00% | Add +3.5% | 8,674 | $457K |
| Windsor Advisory Group, LLC | 0.38% | No change | 8,650 | $455K |
| Northwest Wealth Management, LLC | 0.07% | No change | 8,628 | $454K |
| Magnolia Capital Management Ltd. | 0.31% | No change | 8,625 | $454K |
| Innovative Asset Advisors Group, LLC | 0.26% | — | 8,621 | $454K |
| Opal Wealth Advisors, LLC | 0.10% | Add +2.5% | 8,569 | $451K |
| AssuredPartners Investment Advisors, LLC | 0.05% | Reduce -6.5% | 8,619 | $450K |
| Simplicity Wealth,LLC | 0.03% | New | 8,520 | $448K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.1% | 8,336 | $439K |
| RFP Financial Group LLC | 0.24% | No change | 8,289 | $436K |
| Future Financial Wealth Managment LLC | 0.28% | Add +1.2% | 8,429 | $433K |
| Prepared Retirement Institute LLC | 0.21% | Reduce -7.3% | 8,210 | $432K |
| Index Technologies Group LLC | 0.47% | Reduce -39.6% | 8,166 | $430K |
| Kercheville Advisors, LLC | 0.14% | Add +4.2% | 8,150 | $429K |
| Atlas Capital Advisors Inc. | 0.05% | No change | 8,141 | $429K |
| Kastel Capital Advisors, LLC | 0.26% | No change | 9,079 | $427K |
| Summit Investment Advisory Services, LLC | 0.16% | Add +1.3% | 8,091 | $426K |
| Florida Trust Wealth Management Co | 0.01% | Add +0.9% | 8,071 | $425K |
| First Western Trust Bank | 0.02% | New | 8,000 | $421K |
| Dividend Assets Capital, LLC | 0.08% | No change | 7,995 | $421K |
| Shulman DeMeo Asset Management LLC | 0.09% | New | 7,992 | $421K |
| Tme Financial, Inc. | 0.29% | Reduce -4.2% | 7,977 | $420K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -5.2% | 7,863 | $414K |
| Mach-1 Financial Group, LLC | 0.15% | Add +1.7% | 7,860 | $414K |
| Pingora Partners LLC | 0.25% | Reduce -1.4% | 7,858 | $414K |
| Gentry Private Wealth, LLC | 0.25% | Reduce -0.7% | 7,796 | $410K |
| IHT Wealth Management, LLC | 0.01% | Reduce -23.1% | 7,715 | $406K |
| Westbourne Investment Advisors, Inc. | 0.12% | Reduce -16.9% | 7,700 | $405K |
| Wesbanco Bank Inc. | 0.01% | Add +41.5% | 7,648 | $403K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +0.5% | 7,594 | $400K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 7,500 | $395K |
| Synergy Asset Management, LLC | 0.04% | New | 7,489 | $394K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -38.5% | 7,471 | $391K |
| Capital Advisors Inc. | 0.01% | No change | 7,363 | $388K |
| Latitude Advisors, LLC | 0.18% | New | 7,312 | $385K |
| Greenwood Capital Associates LLC | 0.04% | Add +19.2% | 7,301 | $384K |
| VestGen Investment Management | 0.21% | Reduce -52.5% | 7,268 | $383K |
| Ascentis Wealth Management, LLC | 0.08% | No change | 7,243 | $381K |
| Texas Bank & Trust Co | 0.14% | New | 7,214 | $380K |
| Courier Capital LLC | 0.02% | Reduce -12.9% | 7,205 | $379K |
| Keystone Financial Group | 0.03% | Reduce -6.1% | 7,191 | $379K |
| AQR Capital Management | 0.00% | Reduce -9.7% | 7,185 | $378K |
| Visionary Wealth Advisors | 0.02% | Reduce -8.4% | 7,180 | $378K |
| Alpha Omega Wealth Management LLC | 0.06% | Add +10.7% | 7,139 | $376K |
| RDA Financial Network | 0.09% | No change | 7,107 | $374K |
| Glenmede Trust Co. NA | 0.00% | Reduce -7.5% | 7,100 | $374K |
| Vise Technologies, Inc. | 0.01% | No change | 7,922 | $372K |
| Gutierrez Wealth Advisory, LLC | 0.23% | No change | 7,070 | $372K |
| Magnolia Capital Advisors LLC | 0.07% | New | 7,059 | $372K |
| Arax Advisory Partners | 0.01% | Add +421.9% | 7,041 | $371K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.2% | 7,039 | $371K |
| Clear Trail Advisors, LLC | 0.06% | Reduce -58.6% | 6,943 | $365K |
| Stableford Capital II LLC | 0.14% | Add +26.8% | 6,942 | $365K |
| Integrity Advisory Solutions, LLC | 0.05% | No change | 6,937 | $365K |
| Noesis Capital Mangement Corp. | 0.05% | Add +3.0% | 6,900 | $363K |
| Keybank National Association | 0.00% | Reduce -10.7% | 6,848 | $360K |
| Fort Point Capital Partners LLC | 0.05% | Reduce -2.5% | 6,792 | $358K |
| First Foundation Advisors | 0.01% | Add +0.2% | 6,786 | $357K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -60.5% | 6,755 | $356K |
| Meridian Wealth Management, LLC | 0.01% | Add +3.2% | 6,689 | $352K |
| Fortis Capital Management LLC | 0.05% | New | 6,546 | $345K |
| Independent Wealth Network Inc. | 0.10% | Reduce -7.0% | 6,365 | $335K |
| First Trust Advisors LP | 0.00% | No change | 6,318 | $333K |
| K.J. Harrison & Partners Inc | 0.05% | New | 6,314 | $332K |
| Lazari Capital Management, Inc. | 0.12% | No change | 6,280 | $331K |
| TD Private Client Wealth LLC | 0.01% | Add +4.5% | 6,280 | $331K |
| Strategic Financial Concepts, LLC | 0.08% | New | 6,218 | $327K |
| PMG Family Office LLC | 0.36% | No change | 6,197 | $326K |
| Obermeyer Wealth Partners | 0.01% | New | 6,190 | $326K |
| Oregon Pacific Wealth Management, LLC | 0.34% | Reduce -21.9% | 6,165 | $325K |
| Mayfair Advisory Group, LLC | 0.11% | Add +3.4% | 6,079 | $320K |
| FFT Wealth Management LLC | 0.06% | No change | 6,065 | $319K |
| Trustmark Bank Trust Department | 0.02% | Reduce -33.3% | 6,061 | $319K |
| Moseley Investment Management Inc. | 0.10% | Add +0.1% | 6,053 | $319K |
| Smithbridge Asset Management Inc. | 0.05% | Reduce -55.4% | 6,000 | $316K |
| Quadrant Private Wealth Management, LLC | 0.05% | New | 5,991 | $315K |
| Kickstand Ventures, Llc. | 0.07% | New | 5,913 | $311K |
| LongView Wealth Management | 0.08% | Add +5.9% | 6,032 | $311K |
| Cardiff Park Advisors, LLC | 0.02% | New | 5,846 | $308K |
| PFG Advisors | 0.01% | Reduce -21.4% | 5,830 | $307K |
| Beaumont Asset Management, L.L.C. | 0.14% | Reduce -21.3% | 5,816 | $306K |
| Sfmg, LLC | 0.02% | No change | 5,809 | $306K |
| Merit Financial Group, LLC | 0.00% | Add +4.8% | 5,774 | $304K |
| MPS Loria Financial Planners, LLC | 0.08% | Add +0.1% | 5,756 | $303K |
| Brandywine Oak Private Wealth LLC | 0.03% | Add +2.6% | 5,714 | $301K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Add +5.0% | 5,680 | $299K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -3.6% | 5,667 | $298K |
| Premier Path Wealth Partners, LLC | 0.04% | Add +11.9% | 5,635 | $297K |
| Krilogy Financial LLC | 0.01% | Add +7.4% | 5,734 | $296K |
| Tiemann Investment Advisors, LLC | 0.12% | No change | 5,600 | $295K |
| Trask Adam Roland | 0.28% | — | 5,594 | $294K |
| Verus Capital Partners, LLC | 0.02% | Reduce -3.7% | 5,585 | $294K |
| Keudell/Morrison Wealth Management | 0.06% | Add +5.2% | 5,577 | $294K |
| Richard C. Young & CO., LTD. | 0.02% | Reduce -97.9% | 5,577 | $294K |
| Nalls Sherbakoff Group, LLC | 0.21% | No change | 5,544 | $292K |
| USAdvisors Wealth Management, LLC | 0.10% | No change | 5,450 | $290K |
| Silverlake Wealth Management LLC | 0.06% | Add +11.2% | 5,459 | $287K |
| Crusonia Wealth Advisors LLC | 0.06% | Add +1.3% | 5,415 | $285K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 5,402 | $284K |
| Wealthcare Capital Partners, LLC | 0.13% | Add +5.6% | 5,398 | $284K |
| Investment Partners, LTD. | 0.10% | New | 5,319 | $280K |
| Hilltop National Bank | 0.07% | No change | 5,300 | $279K |
| Assetmark, Inc. | 0.00% | Reduce -99.2% | 5,300 | $279K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -3.7% | 5,200 | $274K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +364.4% | 5,225 | $273K |
| Fiduciary Trust Co | 0.00% | No change | 5,135 | $270K |
| Investment Research Partners LLC | 0.11% | No change | 5,133 | $270K |
| Millennium Capital Advisors, LLC | 0.17% | Add +0.6% | 5,108 | $269K |
| Provident Wealth Management, LLC | 0.08% | Reduce -3.5% | 5,096 | $268K |
| Buckhead Capital Management LLC | 0.10% | No change | 5,062 | $266K |
| Envision Financial LLC | 0.14% | Reduce -25.4% | 5,057 | $266K |
| Ritholtz Wealth Management | 0.00% | Reduce -31.1% | 5,039 | $265K |
| Moors & Cabot, Inc. | 0.01% | Reduce -3.2% | 5,035 | $265K |
| Intellectus Partners, LLC | 0.05% | Add +1.1% | 5,014 | $264K |
| Financial Insights, Inc. | 0.09% | Add +0.4% | 5,010 | $264K |
| CENTRAL TRUST Co | 0.01% | Add +163.7% | 4,994 | $263K |
| Capula Management Ltd | 0.00% | Reduce -75.0% | 4,991 | $263K |
| SOA Wealth Advisors, LLC. | 0.05% | No change | 261,798 | $262K |
| Vident Advisory, LLC | 0.00% | Reduce -10.7% | 4,968 | $262K |
| Annex Advisory Services, LLC | 0.00% | New | 4,920 | $259K |
| Objective Capital Management, LLC | 0.26% | New | 4,916 | $259K |
| Cary Street Partners Investment Advisory LLC | 0.07% | Add +12.7% | 4,845 | $255K |
| CDM Financial Counseling Services, Inc. | 0.24% | Reduce -5.8% | 4,824 | $254K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | New | 4,784 | $252K |
| Redwood Family Wealth LLC | 0.24% | Add +0.8% | 4,697 | $247K |
| Mosaic Financial Group, LLC | 0.17% | Add +2.0% | 4,647 | $245K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.08% | No change | 4,650 | $242K |
| Leavell Investment Management, Inc. | 0.01% | New | 4,546 | $239K |
| Cadent Capital Advisors, LLC | 0.06% | Add +1.3% | 4,513 | $238K |
| Lyell Wealth Management, LP | 0.02% | No change | 4,500 | $237K |
| Empowered Funds, LLC | 0.00% | New | 4,472 | $235K |
| EPG Wealth Management LLC | 0.06% | Reduce -3.5% | 4,460 | $235K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 4,450 | $234K |
| Southland Equity Partners LLC | 0.05% | Reduce -22.7% | 4,445 | $234K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 4,442 | $234K |
| Rainey & Randall Wealth Advisors Inc. | 0.04% | Add +2.0% | 4,440 | $234K |
| Steinberganna Wealth Management | 0.11% | Add +0.6% | 4,407 | $232K |
| Gilman Hill Asset Management, LLC | 0.03% | Reduce -10.3% | 4,375 | $230K |
| Icon Wealth Advisors, LLC | 0.01% | New | 4,298 | $228K |
| Searle & Co. | 0.06% | No change | 4,337 | $228K |
| Insight 2811, Inc. | 0.10% | New | 4,247 | $224K |
| Northcape Wealth Management, LLC | 0.06% | New | 4,170 | $220K |
| Proactive Wealth Strategies LLC | 0.04% | New | 4,168 | $219K |
| Destiny Wealth Partners, LLC | 0.02% | No change | 4,160 | $219K |
| Secure Asset Management, LLC | 0.03% | New | 4,139 | $218K |
| Calton & Associates, Inc. | 0.03% | New | 4,124 | $217K |
| NorthRock Partners, LLC | 0.00% | New | 4,118 | $217K |
| Steel Grove Capital Advisors, LLC | 0.02% | New | 4,099 | $216K |
| Evolution Wealth Advisors, LLC | 0.02% | New | 4,050 | $213K |
| Integrity Alliance, Llc. | 0.01% | New | 4,049 | $213K |
| Dana Investment Advisors, Inc. | 0.01% | New | 4,044 | $213K |
| Capital Asset Advisory Services LLC | 0.01% | New | 4,152 | $213K |
| Money Concepts Capital Corp. | 0.01% | New | 4,036 | $212K |
| Everpar Advisors LLC | 0.07% | New | 4,036 | $212K |
| Balboa Wealth Partners | 0.04% | New | 4,029 | $212K |
| Friedenthal Financial | 0.11% | Add +265.4% | 4,027 | $212K |
| Ignite Planners, LLC | 0.03% | New | 4,018 | $212K |
| Harbour Investments, Inc. | 0.00% | Reduce -80.1% | 4,011 | $211K |
| Atlantic Edge Private Wealth Management, LLC | 0.05% | Reduce -1.8% | 4,005 | $211K |
| Bingham Private Wealth, LLC | 0.17% | New | 4,000 | $211K |
| Ridgepath Capital Management LLC | 0.10% | New | 4,000 | $211K |
| Atria Investments, Inc | 0.00% | Reduce -62.9% | 3,972 | $209K |
| Argent Advisors, Inc. | 0.06% | Reduce -72.0% | 3,952 | $208K |
| Pasadena Private Wealth, LLC | 0.03% | New | 3,934 | $207K |
| Highland Capital Management, LLC | 0.01% | New | 3,883 | $204K |
| 1ST Source Bank | 0.01% | New | 3,842 | $202K |
| Invested Advisors | 0.20% | New | 3,832 | $202K |
| DF Dent & Co. Inc. | 0.00% | New | 3,809 | $201K |
| Roxbury Financial LLC | 0.18% | No change | 3,766 | $198K |
| Larson Financial Group LLC | 0.01% | Reduce -6.9% | 3,700 | $195K |
| First Horizon Corp. | 0.01% | Add +147.6% | 3,689 | $194K |
| Wellington Shields & Co., LLC | 0.04% | Reduce -17.1% | 3,242 | $171K |
| Whittier Trust Co. | 0.00% | Add +1.8% | 3,226 | $169K |
| Holos Integrated Wealth LLC | 0.08% | New | 3,145 | $166K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 3,120 | $164K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Reduce -2.1% | 3,111 | $164K |
| Wealth Preservation Advisors, LLC | 0.12% | Reduce -45.5% | 2,825 | $149K |
| Keating Financial Advisory Services, Inc. | 0.02% | Reduce -38.2% | 2,766 | $146K |
| Bessemer Group Inc. | 0.00% | No change | 2,627 | $138K |
| Sound Income Strategies, LLC | 0.01% | Reduce -7.1% | 2,542 | $132K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +0.9% | 2,458 | $129K |
| Nova Wealth Management, Inc. | 0.08% | Reduce -9.4% | 2,415 | $127K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -3.9% | 2,400 | $126K |
| HHM Wealth Advisors, LLC | 0.01% | Add +1.3% | 2,309 | $122K |
| Obsidian Cio, LLC | 0.10% | No change | 2,222 | $117K |
| Lodestone Wealth Management LLC | 0.05% | Add +2.0% | 2,172 | $114K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 2,068 | $109K |
| ADG Wealth Management Group, LLC | 0.08% | New | 2,064 | $109K |
| Bogart Wealth, LLC | 0.00% | Reduce -64.0% | 2,061 | $108K |
| Colonial Trust Advisors | 0.01% | Reduce -29.1% | 2,046 | $108K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.5% | 2,038 | $107K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -4.5% | 2,002 | $105K |
| Zions Bancorporation, National Association | 0.01% | No change | 2,000 | $105K |
| Geneos Wealth Management Inc. | 0.00% | Add +24.4% | 1,953 | $103K |
| Anfield Capital Management, LLC | 0.03% | New | 1,911 | $101K |
| Intesa Sanpaolo Wealth Management | 0.02% | New | 1,874 | $99K |
| NFSG Corp | 0.02% | Add +30.4% | 1,857 | $98K |
| Elevation Wealth Partners, LLC | 0.03% | Reduce -7.8% | 1,829 | $96K |
| Redwood Park Advisors LLC | 0.07% | Add +0.2% | 1,825 | $96K |
| Greykasell Wealth Strategies, Inc. | 0.04% | No change | 1,818 | $96K |
| Ancora Advisors LLC | 0.00% | Add +6.1% | 1,783 | $94K |
| Gilpin Wealth Management, LLC | 0.07% | No change | 1,762 | $93K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -87.7% | 1,711 | $92K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,750 | $92K |
| Eastern Bank | 0.00% | No change | 1,720 | $91K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,620 | $85K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1.6% | 1,626 | $81K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,547 | $81K |
| Summer Road LLC | 0.06% | Add +0.3% | 1,524 | $80K |
| 10Elms LLP | 0.06% | Add +32.4% | 1,522 | $80K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -17.6% | 1,398 | $74K |
| CoreCap Advisors, LLC | 0.00% | Add +36.2% | 1,395 | $73K |
| Palladiem, LLC | 0.06% | No change | 1,281 | $67K |
| Citizens National Bank Trust Department | 0.01% | No change | 1,260 | $66K |
| Flagship Wealth Advisors, LLC | 0.03% | No change | 1,300 | $64K |
| Pioneer Family Office, LLC | 0.04% | No change | 1,206 | $63K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.05% | No change | 1,203 | $63K |
| Three Bearings Fiduciary Advisors, Inc. | 0.06% | No change | 1,188 | $63K |
| Prosperity Bancshares Inc | 0.05% | New | 1,081 | $57K |
| Capital Analysts, LLC | 0.00% | Add +6.7% | 1,041 | $54K |
| Basso Capital Management, L.P. | 0.03% | New | 1,000 | $53K |
| Spire Wealth Management | 0.00% | No change | 971 | $51K |
| MJT & Associates Financial Advisory Group, Inc. | 0.04% | No change | 945 | $50K |
| Arlington Trust Co LLC | 0.00% | No change | 910 | $48K |
| City State Bank | 0.01% | Reduce -16.8% | 837 | $44K |
| First United Bank & Trust | 0.01% | No change | 834 | $44K |
| Founders Capital Management | 0.02% | No change | 808 | $43K |
| Montag A & Associates Inc. | 0.00% | No change | 802 | $42K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 800 | $42K |
| Crews Bank & Trust | 0.01% | No change | 800 | $42K |
| Colonial Trust Co / SC | 0.01% | No change | 791 | $42K |
| McIlrath & Eck, LLC | 0.00% | No change | 729 | $38K |
| Global Trust Asset Management, LLC | 0.01% | Add +600.0% | 700 | $37K |
| Asset Dedication, LLC | 0.00% | No change | 672 | $35K |
| GS Investments, Inc. | 0.02% | No change | 600 | $32K |
| Quaker Wealth Management, LLC | 0.01% | New | 600 | $32K |
| Financial Consulate, Inc. | 0.00% | No change | 600 | $32K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 581 | $31K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +466.0% | 566 | $30K |
| GAMMA Investing LLC | 0.00% | Reduce -12.4% | 564 | $30K |
| Archer Investment Corp | 0.01% | No change | 543 | $29K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 531 | $28K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.0% | 463 | $24K |
| United Community Bank | 0.01% | New | 460 | $24K |
| Independence Bank of Kentucky | 0.00% | Reduce -27.6% | 460 | $24K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +240.0% | 425 | $23K |
| Raffa Wealth Management, LLC | 0.00% | New | 402 | $21K |
| Copia Wealth Management | 0.01% | No change | 360 | $19K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 357 | $19K |
| Highline Wealth Partners LLC | 0.00% | New | 350 | $18K |
| CGC Financial Services, LLC | 0.00% | No change | 325 | $17K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.9% | 322 | $17K |
| Barrett & Company, Inc. | 0.01% | No change | 300 | $16K |
| Wiser Advisor Group LLC | 0.02% | Add +2.0% | 299 | $16K |
| Noble Wealth Management PBC | 0.01% | No change | 275 | $14K |
| Glen Eagle Advisors, LLC | 0.00% | Add +0.4% | 263 | $14K |
| VSM Wealth Advisory, LLC | 0.00% | Add +8.8% | 247 | $13K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 238 | $13K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +16.1% | 216 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 206 | $11K |
| Addison Advisors LLC | 0.00% | New | 200 | $11K |
| Harbor Investment Advisory, LLC | 0.00% | New | 200 | $11K |
| Davis Capital Management | 0.01% | No change | 199 | $10K |
| Vision Retirement, LLC | 0.00% | Add +34.1% | 181 | $10K |
| Cheviot Value Management, LLC | 0.00% | No change | 172 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -26.6% | 171 | $9K |
| Truvestments Capital LLC | 0.00% | New | 171 | $9K |
| Ares Financial Consulting, LLC | 0.01% | No change | 170 | $9K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 168 | $9K |
| Blume Capital Management, Inc. | 0.00% | No change | 153 | $8K |
| Avion Wealth | 0.00% | No change | 168 | $8K |
| Kelleher Financial Advisors | 0.00% | No change | 144 | $8K |
| Corsicana & Co. | 0.00% | No change | 141 | $7K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 139 | $7K |
| WFA of San Diego, LLC | 0.01% | No change | 130 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 125 | $7K |
| Abound Wealth Management | 0.00% | Add +1.7% | 122 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 109 | $6K |
| Root Financial Partners, LLC | 0.00% | No change | 104 | $5K |
| Crewe Advisors LLC | 0.00% | New | 100 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 80 | $4K |
| Protective Life Corp. | 0.01% | New | 76 | $4K |
| MidFirst Bank | 0.00% | New | 65 | $3K |
| Signaturefd, LLC | 0.00% | Add +25.0% | 65 | $3K |
| SIMA Wealth Partners, LLC | 0.00% | No change | 60 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | Reduce -59.0% | 59 | $3K |
| Ascentis Independent Advisors | 0.00% | New | 58 | $3K |
| Chilton Capital Management LLC | 0.00% | New | 49 | $3K |
| True Link Financial Advisors, LLC | 0.00% | New | 44 | $2K |
| Triumph Capital Management | 0.00% | No change | 40 | $2K |
| National Bank of Canada | 0.00% | New | 40 | $2K |
| Transce3nd, LLC | 0.01% | No change | 32 | $2K |
| REAP Financial Group, LLC | 0.00% | No change | 25 | $1K |
| MV Capital Management, Inc. | 0.00% | No change | 18 | $948 |
| Toth Financial Advisory Corp. | 0.00% | No change | 13 | $685 |
| Key Financial Inc | 0.00% | No change | 2 | $105 |
"% of holder's portfolio" is AMLP's weight in each manager's 13F, not the share of Alerian MLP ETF the manager owns.