Alerian MLP ETFAMLPETF
13F holders, Q2 2026 (June 30)807holders −7
51new positions
56sold out
4famous investors
$51.66avg. 13F price*
At the end of Q2 2026, 807 institutions reported holding Alerian MLP ETF (AMLP) in their 13F filings, down 7 from Q1 2026. 51 opened new positions and 56 sold out. The largest holders were Morgan Stanley ($833.2M), Bank of America Corp. ($459.7M) and Wells Fargo & Company ($385.2M). 4 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Alerian MLP ETF
- Filed as
- ALPS ETF TR (Q2 2026)
- CUSIP
- 00162Q452
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $34.3M |
| Exits | 56 | $59.4M |
All 13F filers, Q1 2026 → Q2 2026: 6,784,612 shares bought and 3,004,855 shares sold, net +3,779,757 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 807 holders
| Morgan Stanley | 0.04% | Add +1.5% | 16,070,257 | $833.2M |
| Bank of America Corp. | 0.03% | Add +4.4% | 8,866,456 | $459.7M |
| Wells Fargo & Company | 0.07% | Reduce -1.2% | 7,429,142 | $385.2M |
| Goldman Sachs Group Inc. | 0.04% | Add +12.9% | 7,409,556 | $384.2M |
| Allen Investment Management, LLC | 2.73% | Add +10.9% | 4,440,395 | $230.2M |
| LPL Financial LLC | 0.05% | Add +6.9% | 3,880,321 | $201.2M |
| UBS Group AG | 0.02% | Reduce -5.3% | 3,024,792 | $156.8M |
| Raymond James Financial Inc. | 0.04% | Add +6.5% | 2,810,836 | $145.7M |
| Royal Bank of Canada | 0.02% | Add +2.5% | 2,473,354 | $128.2M |
| Creative Planning | 0.07% | Reduce -1.0% | 2,225,589 | $115.4M |
| US Bancorp \de | 0.10% | Add +4.3% | 1,704,381 | $88.4M |
| Naviter Wealth, LLC | 7.72% | Add +21.9% | 1,639,760 | $85.0M |
| Ameriprise Financial Inc. | 0.01% | Add +0.8% | 1,285,186 | $67.1M |
| Stephens Inc. | 0.59% | Add +0.0% | 1,010,491 | $52.4M |
| Stifel Financial Corp. | 0.04% | Reduce -3.0% | 993,674 | $51.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.3% | 965,702 | $50.1M |
| Osaic Holdings, Inc. | 0.06% | Add +10.5% | 953,551 | $49.4M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +2.9% | 820,859 | $42.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -8.6% | 806,927 | $41.8M |
| Commonwealth Equity Services, LLC | 0.05% | Add +4.2% | 778,825 | $40.4M |
| HighTower Advisors, LLC | 0.04% | Reduce -4.3% | 750,619 | $38.9M |
| NewEdge Advisors, LLC | 0.10% | Add +12.6% | 627,920 | $32.6M |
| Proficio Capital Partners LLC | 1.16% | Add +1.9% | 621,953 | $32.2M |
| TIAA Wealth Investment Management LLC | 0.21% | Reduce -0.9% | 597,479 | $30.9M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.9% | 577,011 | $29.9M |
| Janney Montgomery Scott LLC | 0.06% | Add +2.1% | 561,275 | $29.1M |
| TRUE Private Wealth Advisors | 2.49% | Add +45.0% | 555,543 | $28.8M |
| Captrust Financial Advisors | 0.04% | Reduce -0.1% | 537,851 | $27.9M |
| Cetera Investment Advisers | 0.03% | Add +1.8% | 535,072 | $27.7M |
| Blair William & Co. | 0.07% | Reduce -0.5% | 532,049 | $27.6M |
| EP Wealth Advisors, LLC | 0.10% | Add +0.6% | 517,943 | $26.9M |
| Oxbow Advisors, LLC | 2.18% | Add +12.4% | 509,673 | $26.4M |
| School Employees Retirement Board of Ohio | 9.47% | No change | 506,822 | $26.3M |
| FWL Investment Management, LLC | 4.79% | Add +6.2% | 503,526 | $26.1M |
| Spirepoint Private Client, LLC | 1.88% | Add +5.6% | 448,645 | $23.3M |
| Aprio Wealth Management, LLC | 1.10% | Add +4.2% | 427,719 | $22.2M |
| Choreo, LLC | 0.22% | Add +0.5% | 395,348 | $20.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +2.0% | 382,113 | $20.1M |
| Trivium Point Advisory, LLC | 1.78% | Add +649.9% | 378,254 | $19.6M |
| D.A. Davidson & Co. | 0.10% | Reduce -2.9% | 356,287 | $18.5M |
| Hilton Capital Management, LLC | 1.20% | Add +39.6% | 338,754 | $17.6M |
| Violich Capital Management, Inc. | 1.88% | Reduce -1.1% | 333,845 | $17.3M |
| RS Crum Inc. | 3.22% | Reduce -0.5% | 331,386 | $17.2M |
| First American Trust, FSB | 1.00% | Reduce -11.6% | 319,657 | $16.6M |
| Thrivent Financial for Lutherans | 0.03% | Add +1120.1% | 311,938 | $16.2M |
| Searcy Financial Services Inc. | 5.36% | Reduce -0.5% | 308,099 | $16.0M |
| Cary Street Partners Financial LLC | 0.34% | Add +1.8% | 299,656 | $15.5M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.05% | Add +1.4% | 299,107 | $15.5M |
| Checchi Capital Advisers, LLC | 0.98% | Add +0.3% | 298,363 | $15.5M |
| North Star Investment Management Corp. | 0.83% | Add +3.1% | 295,028 | $15.3M |
| Focus Partners Wealth | 0.02% | Reduce -9.1% | 290,720 | $15.1M |
| Wealth Alliance, LLC | 1.23% | Reduce -3.4% | 282,387 | $14.6M |
| Tectonic Advisors LLC | 0.70% | Add +2.8% | 280,210 | $14.5M |
| Allworth Financial LP | 0.06% | Reduce -3.0% | 278,050 | $14.4M |
| Nicolet Bankshares Inc. | 0.45% | Reduce -1.3% | 275,028 | $14.3M |
| Prospera Financial Services Inc | 0.21% | Add +2.4% | 273,749 | $14.2M |
| Vista Finance, LLC | 7.48% | Add +17.6% | 258,127 | $13.4M |
| Kestra Advisory Services, LLC | 0.04% | Add +3.7% | 256,358 | $13.3M |
| Summit Financial Wealth Advisors, LLC | 1.68% | Reduce -0.1% | 254,098 | $13.2M |
| Novare Capital Management LLC | 0.91% | Add +0.3% | 248,500 | $12.9M |
| Legacy Financial Independent Advisors LLC | 6.02% | Add +1.8% | 246,815 | $12.8M |
| Fortem Financial Group, LLC | 2.56% | Reduce -1.3% | 242,533 | $12.6M |
| Stansberry Asset Management, LLC | 1.21% | Add +4.6% | 242,497 | $12.6M |
| Truffle Hound Capital, LLC | 7.85% | No change | 240,000 | $12.4M |
| Kera Capital Partners, Inc. | 1.15% | Add +9.5% | 230,738 | $12.0M |
| Citigroup Inc. | 0.01% | Add +17.6% | 229,990 | $11.9M |
| Jones Financial Companies LLLP | 0.00% | Add +12.0% | 227,795 | $11.7M |
| Prime Capital Investment Advisors, LLC | 0.11% | Reduce -3.9% | 212,150 | $11.0M |
| Williams Jones Wealth Management, LLC. | 0.12% | Add +2.9% | 206,027 | $10.7M |
| Oak Harvest Investment Services | 0.99% | Add +2.5% | 205,080 | $10.6M |
| DAVENPORT & Co LLC | 0.05% | Add +12.2% | 200,918 | $10.4M |
| Granby Capital Management, LLC | 5.41% | No change | 200,000 | $10.4M |
| Ardsley Advisory Partners LP | 1.13% | No change | 200,000 | $10.4M |
| Baldwin Wealth Partners LLC | 0.68% | Reduce -4.3% | 199,762 | $10.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -27.6% | 199,600 | $10.3M |
| Lido Advisors, LLC | 0.04% | Add +44.5% | 198,019 | $10.3M |
| Elgethun Capital Management | 1.42% | Add +3.9% | 196,637 | $10.2M |
| J.W. Cole Advisors, Inc. | 0.17% | Add +2.7% | 195,021 | $10.1M |
| Financial Management Network Inc. | 1.45% | Add +2.0% | 186,807 | $10.1M |
| Transcend Capital Advisors, LLC | 0.68% | Add +17.1% | 194,367 | $10.1M |
| Fortis Group Advisors, LLC | 1.57% | Add +3.3% | 189,931 | $9.8M |
| Csenge Advisory Group | 0.40% | New | 189,897 | $9.8M |
| Arax Advisory Partners | 0.06% | Add +2530.9% | 185,243 | $9.6M |
| Bard Associates Inc. | 1.98% | Reduce -0.7% | 171,562 | $8.9M |
| Evergreen Capital Management LLC | 0.16% | Add +1.0% | 171,317 | $8.9M |
| Shikiar Asset Management Inc. | 2.43% | Reduce -5.3% | 169,155 | $8.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +11.5% | 167,510 | $8.7M |
| Brick & Kyle, Associates | 2.83% | No change | 162,583 | $8.6M |
| Nwam LLC | 0.41% | Add +0.2% | 157,897 | $8.2M |
| Mariner, LLC | 0.01% | Add +2.2% | 157,067 | $8.1M |
| Advisors Asset Management, Inc. | 0.12% | Add +3.3% | 156,577 | $8.1M |
| Private Advisor Group, LLC | 0.04% | Reduce -27.9% | 156,022 | $8.1M |
| Cerity Partners LLC | 0.01% | Add +17.1% | 154,772 | $8.0M |
| &partners | 0.03% | Add +38.9% | 153,572 | $8.0M |
| Muhlenkamp & Co. Inc. | 2.26% | No change | 150,615 | $7.8M |
| Left Brain Wealth Management, LLC | 2.34% | Reduce -3.4% | 149,437 | $7.7M |
| Truist Financial Corp. | 0.01% | Add +42.5% | 146,143 | $7.6M |
| Advisors Preferred, LLC | 1.17% | Add +4.0% | 145,325 | $7.6M |
| Advisory Services Network, LLC | 0.08% | Add +23.9% | 143,445 | $7.4M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +137.8% | 141,864 | $7.4M |
| 5th Street Advisors, LLC | 2.83% | Add +3.6% | 140,877 | $7.3M |
| LYNX Capital Group Ltd. | 2.91% | Add +12.7% | 138,847 | $7.2M |
| Ball & Co Wealth Management Inc. | 5.03% | Reduce -9.5% | 136,894 | $7.1M |
| NTV Asset Management LLC | 0.67% | Reduce -1.3% | 131,178 | $6.8M |
| Brown Advisory Inc. | 0.01% | Reduce -4.7% | 129,624 | $6.7M |
| Horizon Kinetics Asset Management LLC | 0.08% | Add +21.1% | 128,940 | $6.7M |
| Norden Group LLC | 0.54% | Add +1.5% | 126,369 | $6.6M |
| Equitable Holdings, Inc. | 0.04% | Add +10.5% | 126,132 | $6.5M |
| Eagle Strategies LLC | 0.63% | Add +2.3% | 122,564 | $6.4M |
| Clare Market Investments LLC | 1.14% | Add +4.7% | 120,740 | $6.3M |
| Element Wealth, LLC | 2.33% | Reduce -4.7% | 119,697 | $6.2M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -19.5% | 118,887 | $6.2M |
| Griffin Asset Management, Inc. | 0.65% | Add +4.2% | 118,773 | $6.2M |
| Wealth Advisory Solutions, LLC | 1.25% | Add +6.4% | 117,803 | $6.1M |
| Haven Private, LLC | 2.30% | Add +4.3% | 116,915 | $6.1M |
| Fifth Third Bancorp | 0.01% | Reduce -5.2% | 114,270 | $5.9M |
| Clarity Financial LLC | 0.50% | Add +108.7% | 112,470 | $5.8M |
| Kingsview Wealth Management, LLC | 0.07% | Add +10.1% | 111,427 | $5.8M |
| Wealthspire Advisors, LLC | 0.03% | Add +13.0% | 110,991 | $5.8M |
| Cyndeo Wealth Partners, LLC | 0.27% | Add +0.1% | 109,273 | $5.7M |
| Quantinno Capital Management LP | 0.01% | Add +7.1% | 108,540 | $5.6M |
| Financial Sense Advisors, Inc. | 1.22% | Add +0.3% | 107,998 | $5.6M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -0.6% | 101,413 | $5.3M |
| Prota Financial, LLC | 3.46% | Add +3.2% | 101,799 | $5.3M |
| Global Retirement Partners, LLC | 0.08% | — | 100,221 | $5.2M |
| Commerce Bank | 0.02% | Reduce -8.1% | 100,180 | $5.2M |
| Integrated Advisors Network LLC | 0.24% | Add +37.8% | 99,870 | $5.2M |
| Mesirow Financial Investment Management, Inc. | 0.08% | Add +3.5% | 99,646 | $5.2M |
| Continuum Advisory, LLC | 0.40% | Add +0.6% | 95,515 | $5.0M |
| Capital Advisors Wealth Management, LLC | 0.58% | Add +77.3% | 95,469 | $5.0M |
| Sterling Investment Management, LLC | 2.71% | Reduce -2.7% | 95,348 | $4.9M |
| Coral Wealth Management, LLC | 4.03% | New | 94,792 | $4.9M |
| White Pine Investment CO | 1.03% | Add +1.1% | 93,412 | $4.8M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -5.1% | 92,856 | $4.8M |
| Salem Investment Counselors Inc. | 0.12% | Add +1.2% | 92,734 | $4.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +16.9% | 92,725 | $4.8M |
| Denali Advisors LLC | 0.48% | Reduce -1.9% | 92,633 | $4.8M |
| Corient Private Wealth LP | 0.01% | Reduce -34.0% | 92,350 | $4.8M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -1.3% | 91,567 | $4.7M |
| Plan Group Financial, LLC | 0.98% | Add +35.5% | 91,225 | $4.7M |
| Artesa Financial Group, LLC | 3.99% | Add +7.3% | 90,035 | $4.7M |
| AlphaCore Capital LLC | 0.09% | Add +0.4% | 89,989 | $4.7M |
| Sacks & Associates, LLC | 3.13% | Add +1.4% | 84,244 | $4.6M |
| Madison Park Capital Advisors, LLC | 3.30% | Reduce -67.7% | 25,034 | $4.6M |
| 1 North Wealth Services LLC | 1.50% | Add +3.1% | 88,736 | $4.6M |
| Philadelphia Trust Co. | 0.29% | Add +0.1% | 88,288 | $4.6M |
| Mayflower Financial Advisors, LLC | 0.40% | Reduce -0.2% | 88,273 | $4.6M |
| MML Investors Services, LLC | 0.01% | Add +16.7% | 87,377 | $4.5M |
| Lake Street Private Wealth, LLC | 0.52% | Reduce -1.9% | 86,946 | $4.5M |
| NorthCoast Asset Management LLC | 0.10% | Reduce -46.4% | 85,674 | $4.4M |
| Americana Partners, LLC | 0.10% | Add +4.6% | 83,507 | $4.3M |
| Indivisible Partners | 0.24% | Add +13.6% | 82,862 | $4.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.5% | 81,963 | $4.2M |
| Hancock Whitney Corp. | 0.07% | Add +11.3% | 81,093 | $4.2M |
| Intrinsic Edge Capital Management LLC | 0.51% | Reduce -20.0% | 80,000 | $4.1M |
| Wills Financial Group LLC | 1.47% | Add +2.5% | 77,709 | $4.0M |
| Balefire, LLC | 0.65% | Add +1.9% | 77,290 | $4.0M |
| Allen Capital Group, LLC | 0.33% | Add +2.6% | 76,756 | $4.0M |
| Herbst Group, LLC | 2.17% | Reduce -4.2% | 76,619 | $4.0M |
| Chicago Partners Investment Group LLC | 0.08% | Add +5.5% | 72,238 | $4.0M |
| Continental Advisors LLC | 2.27% | No change | 74,723 | $3.9M |
| Cowa, LLC | 1.05% | Reduce -0.6% | 74,714 | $3.9M |
| Payne Capital Management, LLC | 1.03% | Add +14.8% | 74,455 | $3.9M |
| Moran Wealth Management, LLC | 0.11% | Add +18.9% | 74,200 | $3.8M |
| SMART Wealth LLC | 0.83% | Reduce -9.1% | 74,141 | $3.8M |
| Samalin Investment Counsel, LLC | 1.23% | Add +14.8% | 73,890 | $3.8M |
| SteelPeak Wealth, LLC | 0.10% | Reduce -1.7% | 73,619 | $3.8M |
| Scotia Capital Inc. | 0.01% | Add +2.7% | 73,460 | $3.8M |
| SCS Capital Management LLC | 0.04% | No change | 72,508 | $3.8M |
| Cresset Asset Management, LLC | 0.01% | Add +25.8% | 72,463 | $3.8M |
| Pinnacle Financial Partners, Inc. | 0.03% | Reduce -18.3% | 72,101 | $3.7M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +29.8% | 70,943 | $3.7M |
| NewEdge Wealth, LLC | 0.04% | Reduce -3.2% | 70,856 | $3.7M |
| TKG Advisors, LLC | 1.25% | Reduce -23.1% | 69,556 | $3.6M |
| Independent Financial Group, LLC | 0.07% | Reduce -2.0% | 69,202 | $3.6M |
| IFP Advisors, Inc | 0.06% | Reduce -0.7% | 69,139 | $3.6M |
| Freestone Capital Holdings, LLC | 0.09% | Add +8.4% | 69,010 | $3.6M |
| Punch & Associates Investment Management, Inc. | 0.18% | Reduce -1.4% | 68,913 | $3.6M |
| SAM Advisors, LLC | 0.97% | Add +3.5% | 68,490 | $3.6M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Add +1.3% | 67,474 | $3.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +0.3% | 67,319 | $3.5M |
| Compound Planning, Inc. | 0.09% | Add +8.5% | 67,219 | $3.5M |
| TT Capital Management LLC | 2.70% | Reduce -3.9% | 66,845 | $3.5M |
| Berkeley Capital Partners, LLC | 0.71% | Add +3.2% | 66,109 | $3.4M |
| Pathstone Holdings, LLC | 0.01% | Add +8.7% | 66,059 | $3.4M |
| Mills Wealth Advisors LLC | 1.07% | Reduce -5.1% | 65,810 | $3.4M |
| Elevation Point Wealth Partners, LLC | 0.06% | Reduce -11.1% | 64,468 | $3.3M |
| Astoria Portfolio Advisors LLC. | 0.56% | Add +30.9% | 63,891 | $3.3M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -11.2% | 63,499 | $3.3M |
| GAMCO Investors | 0.03% | No change | 63,100 | $3.3M |
| Sigma Planning Corp | 0.08% | Add +6.3% | 62,949 | $3.3M |
| Stamos Capital Partners, L.P. | 0.50% | Reduce -2.0% | 62,819 | $3.3M |
| Perigon Wealth Management, LLC | 0.05% | Add +1.9% | 61,691 | $3.2M |
| Hegarty Advisors, LLC | 2.16% | Add +3.5% | 60,427 | $3.1M |
| FFG Retirement Advisors LLC | 1.65% | Add +46.1% | 60,128 | $3.1M |
| Forte Asset Management LLC | 1.27% | Add +0.2% | 59,723 | $3.1M |
| WealthBridge Capital Management, LLC | 0.61% | Add +4.3% | 58,799 | $3.0M |
| Camarda Financial Advisors, LLC | 0.92% | New | 58,695 | $3.0M |
| Greatmark Investment Partners, Inc. | 0.34% | Reduce -0.8% | 58,675 | $3.0M |
| Congress Asset Management Co. | 0.02% | Reduce -4.9% | 57,611 | $3.0M |
| G&S Capital LLC | 0.85% | Reduce -21.6% | 56,796 | $2.9M |
| AQR Capital Management | 0.00% | Add +687.1% | 56,554 | $2.9M |
| Cypress Capital Management LLC (WY) | 2.48% | Add +6.7% | 56,548 | $2.9M |
| Farther Finance Advisors, LLC | 0.02% | Add +19.5% | 56,479 | $2.9M |
| Regal Investment Advisors LLC | 0.15% | Reduce -0.8% | 56,349 | $2.9M |
| Essex Financial Services, Inc. | 0.15% | Reduce -10.0% | 56,309 | $2.9M |
| Delta Investment Management, LLC | 0.48% | Reduce -2.2% | 56,003 | $2.9M |
| CIBC Bancorp USA Inc. | 0.00% | Add +17.5% | 55,784 | $2.9M |
| Sculati Wealth Management, LLC | 0.96% | Reduce -1.0% | 53,360 | $2.9M |
| BlackRock, Inc. | 0.00% | Reduce -1.7% | 53,802 | $2.8M |
| Park Avenue Securities LLC | 0.02% | Add +64.5% | 53,762 | $2.8M |
| Mainstay Capital Management LLC | 0.21% | Add +0.9% | 53,529 | $2.8M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +1.1% | 53,513 | $2.8M |
| Tradewinds, LLC. | 0.62% | New | 238,571 | $2.7M |
| Johnson Investment Counsel Inc. | 0.02% | Add +1.2% | 52,823 | $2.7M |
| Enclave Advisors LLC | 0.36% | Add +5.2% | 52,653 | $2.7M |
| Asset One Wealth Management LLC | 0.29% | Add +19.5% | 51,051 | $2.7M |
| Cascade Financial Partners, LLC | 0.24% | Reduce -0.3% | 52,296 | $2.7M |
| Assetmark, Inc. | 0.00% | Add +886.0% | 52,258 | $2.7M |
| Brighton Jones LLC | 0.05% | Add +3.6% | 51,538 | $2.7M |
| Ingalls & Snyder LLC | 0.07% | Reduce -3.5% | 51,439 | $2.7M |
| Pekin Hardy Strauss, Inc. | 0.23% | Add +1.4% | 50,001 | $2.6M |
| FMR LLC | 0.00% | Reduce -12.7% | 49,486 | $2.6M |
| Smartleaf Asset Management LLC | 0.08% | No change | 48,752 | $2.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +35.6% | 47,862 | $2.5M |
| J.Safra Asset Management Corp | 0.11% | Add +2.6% | 47,749 | $2.5M |
| Blue Trust, Inc. | 0.03% | Reduce -3.9% | 47,709 | $2.5M |
| Holderness Investments Co. | 0.41% | Add +3.0% | 47,509 | $2.5M |
| Heartwood Wealth Advisors LLC | 0.19% | Add +3.6% | 47,342 | $2.5M |
| Aster Capital Management (DIFC) Ltd | 0.52% | New | 47,239 | $2.4M |
| Keewaydin Investments LLC | 0.71% | Add +2.6% | 47,160 | $2.4M |
| Providence First Trust Co | 0.68% | Reduce -3.8% | 46,688 | $2.4M |
| ArchPoint Investors | 0.51% | No change | 46,325 | $2.4M |
| Quartz Partners, LLC | 0.76% | Add +6.7% | 44,971 | $2.3M |
| HUB Investment Partners, LLC | 0.04% | Add +4.7% | 44,783 | $2.3M |
| Mgo One Seven LLC | 0.04% | Add +79.3% | 44,180 | $2.3M |
| Cura Wealth Advisors, LLC | 0.97% | Add +2.8% | 44,035 | $2.3M |
| Resonant Capital Advisors, LLC | 0.11% | No change | 43,528 | $2.3M |
| Bollard Group LLC | 0.07% | Add +1.8% | 43,480 | $2.3M |
| Arkadios Wealth Advisors | 0.03% | Add +16.3% | 43,376 | $2.2M |
| HC Advisors, LLC | 1.35% | Add +5.6% | 42,962 | $2.2M |
| Mutual Advisors, LLC | 0.04% | Add +16.9% | 42,932 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +18.9% | 42,666 | $2.2M |
| Capstone Wealth Management Group, Inc. | 1.32% | — | 42,118 | $2.2M |
| Gotham Asset Management | 0.01% | No change | 41,147 | $2.1M |
| Titleist Asset Management, LLC | 0.14% | Add +14.5% | 40,915 | $2.1M |
| Smithfield Trust Co | 0.08% | Add +9.2% | 40,855 | $2.1M |
| Algorithmic Investment Models, LLC | 2.45% | Add +5.0% | 40,867 | $2.1M |
| Bradley Foster & Sargent Inc. | 0.03% | Add +15.5% | 40,551 | $2.1M |
| Barry Investment Advisors, LLC | 0.44% | Add +0.3% | 40,376 | $2.1M |
| Covenant Asset Management, LLC | 0.37% | Reduce -8.6% | 40,279 | $2.1M |
| Gladstone Institutional Advisory LLC | 0.07% | Reduce -1.7% | 39,997 | $2.1M |
| Belpointe Asset Management LLC | 0.07% | Reduce -1.5% | 39,845 | $2.1M |
| Riggs Asset Managment Co. Inc. | 0.37% | Reduce -3.1% | 39,691 | $2.1M |
| Tocqueville Asset Management L.P. | 0.03% | Reduce -2.4% | 39,556 | $2.1M |
| HCR Wealth Advisors | 0.18% | Add +22.7% | 39,295 | $2.0M |
| Apollon Wealth Management, LLC | 0.02% | Add +0.6% | 39,230 | $2.0M |
| Dakota Wealth Management | 0.04% | Add +15.7% | 38,980 | $2.0M |
| Sierra Capital LLC | 0.19% | Reduce -15.3% | 38,860 | $2.0M |
| RFG Advisory, LLC | 0.03% | Add +3.0% | 38,755 | $2.0M |
| Savant Capital, LLC | 0.01% | Add +3.4% | 38,579 | $2.0M |
| LMCG Investments, LLC | 0.11% | Add +1.6% | 38,193 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -2.1% | 37,593 | $1.9M |
| Capital Fund Management S.A. | 0.01% | Add +12.9% | 36,930 | $1.9M |
| Private Trust Co. NA | 0.15% | Reduce -10.6% | 36,818 | $1.9M |
| AE Wealth Management LLC | 0.01% | Reduce -3.1% | 35,745 | $1.9M |
| Jefferies Financial Group Inc. | 0.02% | Add +17.9% | 35,699 | $1.9M |
| Rhodes Investment Advisors Inc. | 1.36% | Reduce -5.7% | 35,535 | $1.8M |
| Easterly Investment Partners LLC | 0.09% | No change | 35,318 | $1.8M |
| Tandem Financial, LLC | 0.59% | Reduce -1.0% | 35,267 | $1.8M |
| Palouse Capital Management, Inc. | 1.21% | Reduce -1.2% | 35,175 | $1.8M |
| Aviance Capital Partners, LLC | 0.19% | Add +0.7% | 34,970 | $1.8M |
| Compass Capital Corp. /Ma/ | 0.59% | Add +1.8% | 33,251 | $1.8M |
| 71 West Capital Partners | 0.06% | Add +0.1% | 34,928 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -9.9% | 34,761 | $1.8M |
| Allen Wealth Management, LLC | 0.88% | Reduce -63.2% | 34,673 | $1.8M |
| Ieq Capital, LLC | 0.01% | Add +3.9% | 34,655 | $1.8M |
| Argos Wealth Advisors, LLC | 0.47% | Add +12.5% | 34,531 | $1.8M |
| Axxcess Wealth Management, LLC | 0.03% | Add +3.3% | 34,523 | $1.8M |
| Virtu Financial LLC | 0.06% | New | 34,200 | $1.8M |
| Kovack Advisors, Inc. | 0.09% | Add +6.1% | 34,247 | $1.8M |
| World Investment Advisors | 0.03% | Reduce -0.2% | 33,552 | $1.8M |
| Invesco Ltd. | 0.00% | Reduce -1.5% | 33,997 | $1.8M |
| Evexia Wealth LLC | 0.47% | Reduce -16.7% | 31,814 | $1.8M |
| WP Advisors, LLC | 0.42% | Add +13.9% | 33,441 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -8.0% | 33,211 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +20.0% | 33,206 | $1.7M |
| Collar Capital Management, LLC | 1.01% | Reduce -3.1% | 33,203 | $1.7M |
| AXS Investments LLC | 0.49% | Reduce -26.5% | 33,203 | $1.7M |
| RiverTree Advisors, LLC | 1.01% | Reduce -29.3% | 33,020 | $1.7M |
| Greenspring Advisors, LLC | 0.09% | Reduce -3.5% | 32,763 | $1.7M |
| Founders Financial Securities LLC | 0.09% | Add +0.2% | 32,510 | $1.7M |
| PFG Investments, LLC | 0.07% | Add +14.7% | 32,369 | $1.7M |
| Tiaa Trust, National Association | 0.10% | Add +1.7% | 32,047 | $1.7M |
| Main Street Financial Solutions, LLC | 0.11% | Reduce -2.1% | 31,830 | $1.7M |
| MBA Advisors LLC | 0.54% | Add +1.3% | 30,656 | $1.6M |
| BTG Pactual Asset Management US LLC | 0.12% | Reduce -24.4% | 30,599 | $1.6M |
| Hilltop Holdings Inc. | 0.13% | Add +2.8% | 30,299 | $1.6M |
| Capital Advisors, Ltd. LLC | 0.16% | Add +0.1% | 30,277 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.4% | 30,178 | $1.6M |
| Boyce & Associates Wealth Consulting, Inc. | 1.08% | Add +3.0% | 30,166 | $1.6M |
| Wedbush Securities Inc. | 0.04% | Add +5.9% | 30,061 | $1.6M |
| Wakefield Asset Management LLLP | 0.35% | Add +8.2% | 29,952 | $1.6M |
| Sowell Financial Services LLC | 0.05% | Add +0.8% | 29,832 | $1.5M |
| Pointe Capital Management LLC | 0.69% | Reduce -4.6% | 29,831 | $1.5M |
| Benjamin Edwards Inc. | 0.01% | Add +8.9% | 29,453 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Add +21.4% | 29,227 | $1.5M |
| Arkos Global Advisors | 0.18% | No change | 28,910 | $1.5M |
| Lynx Investment Advisory | 0.49% | New | 28,557 | $1.5M |
| CWA Asset Management Group, LLC | 0.05% | Add +21.7% | 28,545 | $1.5M |
| Bank of Montreal | 0.00% | Reduce -14.6% | 28,287 | $1.5M |
| Albion Financial Group | 0.08% | Add +7.7% | 27,893 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.06% | Add +7.7% | 27,286 | $1.4M |
| Formidable Asset Management, LLC | 0.22% | Add +172.8% | 26,525 | $1.4M |
| Total Wealth Planning & Management, Inc. | 1.01% | Add +5.8% | 26,783 | $1.4M |
| OneAscent Family Office, LLC | 0.70% | Add +36.0% | 26,782 | $1.4M |
| Oak Family Advisors, LLC | 0.40% | Reduce -71.9% | 26,673 | $1.4M |
| Strategy Asset Managers LLC | 0.21% | Add +2.0% | 26,609 | $1.4M |
| Valtrion Capital Management, LLC | 1.02% | Add +17.9% | 26,482 | $1.4M |
| Intesa Sanpaolo Wealth Management | 0.27% | Add +1309.4% | 26,412 | $1.4M |
| GoalVest Advisory LLC | 0.25% | Add +0.6% | 26,401 | $1.4M |
| Focus Financial Network, Inc. | 0.04% | Add +2.6% | 26,388 | $1.4M |
| BOS Asset Management, LLC | 0.32% | Add +26.5% | 26,125 | $1.4M |
| Cibc World Market Inc. | 0.00% | Add +8.2% | 26,027 | $1.3M |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -27.8% | 26,018 | $1.3M |
| First Commonwealth Financial Corp | 0.19% | Add +0.4% | 25,507 | $1.3M |
| Exit Wealth Advisors, LLC. | 0.60% | Add +2.1% | 25,395 | $1.3M |
| Fiducient Advisors LLC | 0.19% | Add +1.9% | 25,390 | $1.3M |
| First PREMIER Bank | 0.21% | Reduce -0.2% | 25,076 | $1.3M |
| Ables, Iannone, Moore & Associates, Inc. | 0.68% | Reduce -1.2% | 24,748 | $1.3M |
| Beirne Wealth Consulting Services, LLC | 0.25% | Add +0.5% | 24,569 | $1.3M |
| Sax Wealth Advisors, LLC | 0.05% | Add +19.1% | 24,060 | $1.3M |
| Bullseye Investment Management, LLC | 0.62% | Reduce -7.2% | 24,312 | $1.3M |
| Lanark Financial, Inc. | 0.09% | Add +5.9% | 24,266 | $1.3M |
| Invst, LLC | 0.12% | Add +15.4% | 24,254 | $1.3M |
| Waverly Advisors, LLC | 0.01% | Add +3.3% | 24,046 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -32.2% | 23,982 | $1.2M |
| Legacy Advisors, LLC | 0.11% | New | 23,300 | $1.2M |
| Wellington Shields Capital Management, LLC | 0.15% | Add +37.8% | 23,135 | $1.2M |
| International Assets Investment Management, LLC | 0.07% | Reduce -8.8% | 23,059 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -1.2% | 22,881 | $1.2M |
| Granite Group Advisors, LLC | 0.69% | Reduce -11.7% | 22,593 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.7% | 22,491 | $1.2M |
| IMC-Chicago, LLC | 0.01% | Add +16.9% | 22,342 | $1.2M |
| Puff Wealth Management, LLC | 1.16% | — | 22,004 | $1.1M |
| Raab & Moskowitz Asset Management LLC | 0.23% | Add +8.8% | 21,997 | $1.1M |
| Islay Capital Management, LLC | 0.54% | Reduce -9.4% | 21,926 | $1.1M |
| Aurora Private Wealth, Inc. | 0.72% | Reduce -15.7% | 21,739 | $1.1M |
| WealthTrust Axiom LLC | 0.25% | Add +4.2% | 21,654 | $1.1M |
| Fullerton Advisors, LLC | 1.05% | Add +3.3% | 21,571 | $1.1M |
| Westside Investment Management, Inc. | 0.15% | Reduce -16.3% | 21,548 | $1.1M |
| FWG Holdings, LLC | 0.38% | Reduce -1.2% | 20,108 | $1.1M |
| Powell Investment Advisors, LLC | 0.35% | Add +0.3% | 21,208 | $1.1M |
| TCFG Investment Advisors, LLC | 0.37% | Reduce -38.2% | 21,173 | $1.1M |
| Quantum Portfolio Management LLC | 0.39% | Add +1.4% | 21,109 | $1.1M |
| Smith, Moore & Co. | 0.07% | Reduce -0.4% | 20,957 | $1.1M |
| Mezzasalma Advisors, LLC | 0.22% | Reduce -21.6% | 20,701 | $1.1M |
| Fiduciary Financial Group, LLC | 0.12% | Add +14.8% | 20,561 | $1.1M |
| Dearborn Partners LLC | 0.06% | Reduce -1.0% | 20,423 | $1.1M |
| Activest Wealth Management | 0.20% | Reduce -51.9% | 20,384 | $1.1M |
| Genesis Financial Group, LLC | 0.68% | Add +2.7% | 20,282 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | Add +5.2% | 20,171 | $1.0M |
| J. Safra Sarasin Holding AG | 0.01% | No change | 20,000 | $1.0M |
| Fourpath Capital Management, LLC | 0.14% | Add +0.1% | 19,976 | $1.0M |
| Indie Asset Partners, LLC | 0.99% | Add +11.1% | 19,950 | $1.0M |
| First Merchants Corp. | 0.04% | Reduce -5.0% | 19,932 | $1.0M |
| Auour Investments LLC | 0.29% | Add +0.5% | 19,818 | $1.0M |
| BBR Partners, LLC | 0.05% | No change | 19,739 | $1.0M |
| Keebeck Wealth Management | 0.10% | Add +0.4% | 19,687 | $1.0M |
| Novem Group | 0.10% | Add +2.9% | 19,681 | $1.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Add +0.9% | 19,425 | $1.0M |
| Centaurus Financial, Inc. | 0.04% | Add +20.5% | 19,362 | $1.0M |
| MPWM Advisory Solutions, LLC | 0.46% | Reduce -0.1% | 19,311 | $1.0M |
| Perissos Private Wealth Management, LLC | 0.67% | Reduce -5.3% | 19,114 | $991K |
| Value Investment Professionals, LLC | 0.83% | New | 28,631 | $987K |
| Disciplined Investors, L.L.C. | 0.48% | Reduce -5.9% | 18,613 | $965K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -1.6% | 18,559 | $962K |
| Wealthfront Advisers LLC | 0.00% | Add +9.8% | 18,503 | $959K |
| Summit Financial, LLC | 0.01% | Reduce -0.8% | 18,484 | $958K |
| one8zero8, LLC | 0.19% | Add +5.8% | 18,400 | $954K |
| Gould Asset Management LLC | 0.15% | Reduce -3.1% | 18,379 | $953K |
| Mattern Wealth Management LLC | 0.16% | Add +28.1% | 18,250 | $946K |
| Everest Financial Group LLC | 0.13% | Reduce -18.7% | 18,128 | $940K |
| Schuylkill Financial LLC | 0.86% | — | 17,878 | $927K |
| Nvwm, LLC | 0.19% | Reduce -13.4% | 17,803 | $923K |
| Argent Advisors, Inc. | 0.23% | Add +346.7% | 17,652 | $915K |
| TMB Capital Partners, LLC | 0.28% | Reduce -0.1% | 17,607 | $913K |
| Cypress Wealth Services, LLC | 0.11% | Add +10.8% | 17,580 | $912K |
| Onyx Bridge Wealth Group LLC | 0.08% | Add +1.8% | 17,388 | $902K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -1.4% | 16,933 | $878K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -17.8% | 16,818 | $872K |
| Hollow Brook Wealth Management LLC | 0.17% | Add +1.1% | 16,642 | $863K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +10.0% | 16,500 | $856K |
| Ulland Investment Advisors, LLC | 0.63% | Add +7.8% | 16,480 | $854K |
| Curi Capital, LLC | 0.01% | Add +5.0% | 16,424 | $852K |
| McGowan Group Asset Management, Inc. | 0.10% | Add +0.0% | 16,269 | $844K |
| Sei Investments Co. | 0.00% | Add +7.3% | 16,182 | $839K |
| WMG Financial Advisors, LLC | 0.32% | Reduce -9.0% | 16,167 | $838K |
| Sound Financial Strategies Group, LLC | 0.53% | Add +1.9% | 16,106 | $835K |
| MAI Capital Management | 0.00% | Add +32.7% | 16,038 | $832K |
| Brookwood Investment Group LLC | 0.10% | Reduce -26.1% | 16,027 | $831K |
| Novak & Powell Financial Services, Inc. | 0.39% | Add +1.1% | 15,973 | $828K |
| LaSalle St. Investment Advisors, LLC | 0.10% | Add +2.9% | 15,911 | $825K |
| Mainsail Asset Management, LLC | 0.32% | Reduce -11.7% | 15,136 | $818K |
| HFG Wealth Management, LLC | 0.81% | Reduce -55.8% | 15,478 | $803K |
| CPA Asset Management Group, LLC | 0.23% | No change | 15,424 | $800K |
| Collaborative Capital Advisors LLC | 0.50% | — | 15,406 | $799K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +71.2% | 15,203 | $788K |
| L & S Advisors Inc | 0.08% | Reduce -85.2% | 15,173 | $787K |
| Fortis Advisors, LLC | 0.37% | Add +1.9% | 15,161 | $786K |
| Tempus Wealth Planning, LLC | 0.15% | Reduce -49.8% | 15,111 | $784K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -29.6% | 15,056 | $781K |
| OneDigital Investment Advisors LLC | 0.01% | Add +27.4% | 14,991 | $777K |
| VestGen Advisors, LLC | 0.02% | Add +17.4% | 14,982 | $777K |
| Heffernan Advisory, Inc. | 0.65% | Reduce -5.1% | 14,928 | $774K |
| Cordoba Advisory Partners LLC | 0.16% | Add +1.8% | 14,742 | $764K |
| Franklin Resources Inc. | 0.00% | Reduce -1.0% | 14,738 | $764K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +3.5% | 14,801 | $764K |
| Atria Investments, Inc | 0.01% | Add +270.1% | 14,700 | $762K |
| Allred Capital Management, LLC | 0.25% | Add +21.2% | 14,658 | $760K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -4.4% | 14,540 | $754K |
| Trilogy Capital Inc. | 0.03% | Add +0.6% | 14,532 | $753K |
| Hurley Capital, LLC | 0.39% | Add +4.9% | 14,519 | $753K |
| Jeppson Wealth Management, LLC | 0.22% | Reduce -0.1% | 14,360 | $745K |
| Retirement Financial Solutions, LLC | 0.18% | Add +1.8% | 14,342 | $744K |
| Hamilton Wealth, LLC | 0.13% | Add +1.2% | 14,183 | $735K |
| Northern Trust Corp. | 0.00% | Add +51.2% | 14,142 | $733K |
| Fort Sheridan Advisors LLC | 0.08% | Add +12.2% | 13,819 | $716K |
| FF Advisors,LLC | 0.27% | No change | 13,788 | $715K |
| Pinion Investment Advisors, LLC | 0.14% | Add +1.3% | 13,744 | $713K |
| Rockport Wealth LLC | 0.12% | Add +6.3% | 13,743 | $713K |
| CreativeOne Wealth, LLC | 0.02% | Add +10.5% | 13,686 | $710K |
| Pinnacle Associates Ltd. | 0.01% | New | 13,665 | $709K |
| Ethos Financial Group, LLC | 0.05% | Add +22.9% | 13,158 | $707K |
| Fiduciary Group, LLC | 0.05% | Add +25.1% | 13,450 | $697K |
| Vigilare Wealth Management | 0.21% | No change | 13,121 | $680K |
| Miller Investment Management, LP | 0.06% | No change | 13,079 | $678K |
| Thompson David Blair | 0.34% | Add +2.0% | 13,017 | $675K |
| Operose Advisors LLC | 0.13% | Add +17.1% | 12,980 | $673K |
| Consolidated Capital Management, LLC | 0.18% | Add +19.4% | 12,880 | $668K |
| Meadowbrook Wealth Management, LLC | 0.72% | Add +10.8% | 12,883 | $665K |
| Endowment Wealth Management, Inc. | 0.26% | Add +2.3% | 12,809 | $664K |
| Ballast Rock Private Wealth LLC | 0.31% | No change | 12,759 | $662K |
| Retirement Planning Group, LLC | 0.02% | Add +2.4% | 12,709 | $659K |
| Howard Wealth Management, LLC | 0.24% | Add +1.4% | 12,708 | $659K |
| Venture Visionary Partners LLC | 0.02% | Add +0.6% | 12,689 | $658K |
| Burke & Herbert Bank & Trust Co. | 0.16% | Add +6.5% | 12,605 | $654K |
| Maridea Wealth Management LLC | 0.07% | Reduce -10.6% | 12,575 | $652K |
| Bokf, NA | 0.01% | No change | 12,495 | $648K |
| Red Crane Wealth Management, LLC | 0.48% | Add +2.0% | 12,494 | $648K |
| Sunbeam Capital Management, LLC | 0.29% | Reduce -1.5% | 12,261 | $636K |
| Brookstone Capital Management | 0.01% | Add +13.4% | 12,218 | $634K |
| Advocacy Wealth Management, LLC | 0.02% | Add +6.1% | 12,180 | $632K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +72.3% | 12,131 | $629K |
| Texas Bank & Trust Co | 0.20% | Add +67.2% | 12,064 | $626K |
| Regions Financial Corp. | 0.00% | No change | 12,000 | $622K |
| Dumont & Blake Investment Advisors LLC | 0.14% | Reduce -3.0% | 11,962 | $620K |
| DDFG, Inc | 0.12% | Reduce -17.2% | 11,884 | $616K |
| Provenance Wealth Advisors, LLC | 0.06% | No change | 11,880 | $616K |
| VestGen Investment Management | 0.33% | Add +63.1% | 11,857 | $615K |
| J2 Capital Management Inc | 0.41% | Add +0.9% | 11,729 | $608K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Reduce -50.0% | 11,150 | $578K |
| Zacks Investment Management | 0.00% | No change | 10,941 | $567K |
| Edge Wealth Management LLC | 0.10% | Add +17.3% | 10,899 | $565K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.1% | 10,863 | $564K |
| Waldron Private Wealth LLC | 0.02% | No change | 10,847 | $562K |
| Lionhunter Capital Management, LLC | 0.25% | — | 10,800 | $560K |
| Aspen Wealth Management LLC | 0.09% | No change | 10,729 | $556K |
| Wealth Effects LLC | 0.15% | Reduce -0.6% | 10,694 | $555K |
| Walker Asset Management, LLC | 0.28% | Reduce -1.3% | 10,672 | $553K |
| Advyzon Investment Management, LLC | 0.04% | Reduce -6.7% | 10,666 | $553K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -4.3% | 10,608 | $550K |
| Beaumont Financial Advisors, LLC | 0.04% | Add +6.3% | 10,595 | $549K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -8.6% | 10,562 | $548K |
| Parallel Advisors, LLC | 0.01% | Reduce -61.2% | 10,530 | $546K |
| Patten & Patten Inc. | 0.03% | No change | 10,444 | $542K |
| Securian Asset Management, Inc. | 0.02% | No change | 10,000 | $540K |
| Segment Wealth Management, LLC | 0.03% | No change | 10,375 | $538K |
| Saxon Interests, Inc. | 0.15% | Add +3.6% | 10,364 | $537K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | No change | 10,321 | $535K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.9% | 10,269 | $532K |
| Register Financial Advisors LLC | 0.16% | Add +0.3% | 10,256 | $532K |
| Abel Hall, LLC | 0.09% | No change | 10,200 | $529K |
| Bramshill Investments, LLC | 0.04% | Add +1.9% | 10,193 | $529K |
| Independent Advisor Alliance | 0.01% | Reduce -92.6% | 10,141 | $526K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -5.4% | 10,128 | $525K |
| M&T Bank Corp | 0.00% | No change | 10,080 | $523K |
| NorthStar Asset Management LLC | 0.11% | Reduce -0.3% | 10,078 | $523K |
| Ballew Advisors, Inc | 0.27% | No change | 10,032 | $522K |
| Meridian Wealth Management, LLC | 0.02% | Add +50.4% | 10,063 | $522K |
| Greenwood Capital Associates LLC | 0.05% | Add +37.3% | 10,026 | $520K |
| Castleview Partners, LLC | 0.23% | Add +4.5% | 9,929 | $515K |
| Anchor Investment Management, LLC | 0.04% | Add +0.2% | 9,800 | $508K |
| Advisory Advocates, LLC | 0.44% | Reduce -2.0% | 9,793 | $508K |
| Shepherd Kaplan Krochuk, LLC | 0.40% | Add +2.3% | 9,785 | $507K |
| Westbourne Investments, Inc. | 0.21% | Add +6.8% | 9,753 | $506K |
| Arlington Financial Advisors, LLC | 0.06% | No change | 9,500 | $493K |
| Total Clarity Wealth Management, Inc. | 0.10% | Reduce -4.3% | 9,473 | $491K |
| Investment Planning Advisors, Inc. | 0.11% | Reduce -0.2% | 9,345 | $485K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -50.3% | 9,304 | $482K |
| URS Advisory LLC | 0.27% | Reduce -1.4% | 9,303 | $482K |
| Kastel Capital Advisors, LLC | 0.30% | Add +0.3% | 9,104 | $479K |
| Opal Wealth Advisors, LLC | 0.10% | Add +6.9% | 9,164 | $475K |
| Vise Technologies, Inc. | 0.01% | Add +14.6% | 9,075 | $471K |
| McDonald Partners LLC | 0.11% | No change | 9,000 | $467K |
| Savvy Advisors, Inc. | 0.01% | Reduce -16.3% | 8,954 | $464K |
| Sapient Capital LLC | 0.01% | No change | 8,949 | $464K |
| Aspen Grove Capital, LLC | 0.07% | No change | 8,930 | $463K |
| STAR Financial Bank | 0.19% | Reduce -8.0% | 8,804 | $456K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -5.4% | 8,749 | $454K |
| Innovative Asset Advisors Group, LLC | 0.20% | Add +1.2% | 8,726 | $452K |
| Latitude Advisors, LLC | 0.18% | Add +18.9% | 8,691 | $451K |
| Simplicity Wealth,LLC | 0.02% | Add +1.9% | 8,684 | $450K |
| HB Wealth Management, LLC | 0.00% | No change | 8,674 | $450K |
| Windsor Advisory Group, LLC | 0.33% | No change | 8,650 | $449K |
| Magnolia Capital Management Ltd. | 0.31% | No change | 8,625 | $447K |
| Ergawealth Advisors, Inc. | 0.17% | Reduce -4.2% | 8,579 | $445K |
| Northwest Wealth Management, LLC | 0.06% | Reduce -1.1% | 8,536 | $443K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -13.1% | 8,535 | $443K |
| Dover Advisors, LLC | 0.18% | Reduce -12.7% | 9,368 | $440K |
| Merit Financial Group, LLC | 0.00% | Add +45.8% | 8,420 | $437K |
| Prepared Retirement Institute LLC | 0.19% | Add +2.5% | 8,413 | $436K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.1% | 8,340 | $432K |
| RFP Financial Group LLC | 0.19% | No change | 8,289 | $430K |
| AssuredPartners Investment Advisors, LLC | 0.04% | Reduce -4.7% | 8,216 | $426K |
| Index Technologies Group LLC | 0.34% | Add +0.6% | 8,211 | $426K |
| Summit Investment Advisory Services, LLC | 0.11% | Add +1.3% | 8,194 | $425K |
| Oregon Pacific Wealth Management, LLC | 0.40% | Add +32.4% | 8,162 | $423K |
| Kercheville Advisors, LLC | 0.13% | No change | 8,150 | $423K |
| Wesbanco Bank Inc. | 0.01% | Add +6.5% | 8,148 | $422K |
| Atlas Capital Advisors Inc. | 0.05% | No change | 8,141 | $422K |
| Keystone Financial Group | 0.03% | Add +12.7% | 8,104 | $420K |
| First Western Trust Bank | 0.02% | No change | 8,000 | $415K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -0.9% | 8,000 | $415K |
| Pingora Partners LLC | 0.24% | Add +0.8% | 7,918 | $411K |
| Keudell/Morrison Wealth Management | 0.08% | Add +41.5% | 7,892 | $409K |
| Shulman DeMeo Asset Management LLC | 0.07% | Reduce -3.4% | 7,720 | $400K |
| Teamwork Financial Advisors, LLC | 0.04% | Reduce -2.5% | 7,669 | $398K |
| Tme Financial, Inc. | 0.24% | Reduce -4.5% | 7,620 | $395K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Add +33.2% | 7,568 | $392K |
| Gentry Private Wealth, LLC | 0.20% | Reduce -2.9% | 7,568 | $392K |
| Capital Advisors Inc. | 0.01% | Add +2.7% | 7,563 | $392K |
| Nuveen, LLC | 0.00% | New | 7,522 | $390K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 7,500 | $389K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 7,471 | $386K |
| Armstrong Advisory Group, Inc. | 0.02% | Reduce -2.3% | 7,423 | $385K |
| 49 Wealth Management, LLC | 0.07% | New | 7,310 | $379K |
| Alongside, LLC | 0.07% | — | 7,310 | $379K |
| Mach-1 Financial Group, LLC | 0.15% | Reduce -7.0% | 7,310 | $379K |
| Courier Capital LLC | 0.02% | Add +1.0% | 7,279 | $377K |
| Ascentis Wealth Management, LLC | 0.06% | No change | 7,243 | $376K |
| Alpha Omega Wealth Management LLC | 0.06% | Add +0.7% | 7,186 | $373K |
| Visionary Wealth Advisors | 0.01% | No change | 7,180 | $372K |
| Magnolia Capital Advisors LLC | 0.06% | Add +1.4% | 7,155 | $371K |
| RDA Financial Network | 0.08% | No change | 7,107 | $368K |
| Glenmede Trust Co. NA | 0.00% | No change | 7,100 | $368K |
| Cary Street Partners Investment Advisory LLC | 0.07% | Add +46.3% | 7,090 | $368K |
| Gutierrez Wealth Advisory, LLC | 0.21% | No change | 7,070 | $367K |
| Noesis Capital Mangement Corp. | 0.04% | Add +1.7% | 7,020 | $364K |
| Clear Trail Advisors, LLC | 0.06% | Add +0.8% | 6,995 | $363K |
| Integrity Advisory Solutions, LLC | 0.04% | No change | 6,937 | $360K |
| Burnham & Co LLC | 0.29% | — | 6,844 | $355K |
| Stableford Capital II LLC | 0.12% | Reduce -1.6% | 6,829 | $354K |
| First Foundation Advisors | 0.01% | Add +0.2% | 6,800 | $353K |
| Fort Point Capital Partners LLC | 0.04% | No change | 6,792 | $352K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.0% | 6,758 | $350K |
| Synergy Asset Management, LLC | 0.03% | Reduce -10.1% | 6,736 | $349K |
| Keybank National Association | 0.00% | Reduce -4.0% | 6,573 | $341K |
| Investment Partners, LTD. | 0.11% | Add +22.2% | 6,502 | $337K |
| Mayfair Advisory Group, LLC | 0.10% | No change | 6,079 | $334K |
| LongView Wealth Management | 0.09% | Add +6.7% | 6,435 | $334K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +44.8% | 6,432 | $334K |
| Independent Wealth Network Inc. | 0.08% | Add +0.2% | 6,375 | $331K |
| First Trust Advisors LP | 0.00% | Add +0.2% | 6,329 | $328K |
| K.J. Harrison & Partners Inc | 0.05% | No change | 6,314 | $327K |
| PMG Family Office LLC | 0.30% | No change | 6,197 | $321K |
| SOA Wealth Advisors, LLC. | 0.05% | Add +21.9% | 319,249 | $319K |
| TD Private Client Wealth LLC | 0.01% | Reduce -2.6% | 6,114 | $317K |
| Crusonia Wealth Advisors LLC | 0.05% | Add +12.8% | 6,107 | $317K |
| Leavell Investment Management, Inc. | 0.01% | Add +34.1% | 6,098 | $316K |
| FFT Wealth Management LLC | 0.05% | No change | 6,065 | $314K |
| Trustmark Bank Trust Department | 0.02% | No change | 6,061 | $314K |
| IHT Wealth Management, LLC | 0.01% | Reduce -21.8% | 6,030 | $313K |
| MPS Loria Financial Planners, LLC | 0.07% | Add +4.7% | 6,027 | $313K |
| Smithbridge Asset Management Inc. | 0.04% | No change | 6,000 | $311K |
| Steinberganna Wealth Management | 0.13% | Add +34.8% | 5,941 | $308K |
| Signaturefd, LLC | 0.00% | Add +9033.9% | 5,937 | $308K |
| Rossby Financial, LCC | 0.06% | New | 5,892 | $306K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +8.8% | 5,880 | $305K |
| Capital Asset Advisory Services LLC | 0.01% | Add +40.5% | 5,832 | $302K |
| Lazari Capital Management, Inc. | 0.09% | Reduce -7.2% | 5,830 | $302K |
| L.K. Benson & Company, P.C. | 0.09% | Reduce -34.4% | 5,818 | $302K |
| Sound Income Strategies, LLC | 0.01% | Add +126.6% | 5,760 | $299K |
| Obermeyer Wealth Partners | 0.01% | Reduce -7.5% | 5,726 | $297K |
| Krilogy Financial LLC | 0.01% | Reduce -0.7% | 5,692 | $295K |
| Premier Path Wealth Partners, LLC | 0.03% | Add +0.4% | 5,659 | $293K |
| Richard C. Young & CO., LTD. | 0.02% | Add +0.6% | 5,608 | $291K |
| Tiemann Investment Advisors, LLC | 0.11% | No change | 5,600 | $290K |
| Verus Capital Partners, LLC | 0.02% | Add +0.2% | 5,594 | $290K |
| Quantum Financial Partners LLC | 0.15% | — | 5,588 | $290K |
| Nalls Sherbakoff Group, LLC | 0.20% | Add +0.1% | 5,551 | $288K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -2.3% | 5,539 | $287K |
| Silverlake Wealth Management LLC | 0.05% | Add +0.4% | 5,482 | $284K |
| Reyes Financial Architecture, Inc. | 0.16% | Reduce -78.6% | 5,379 | $279K |
| Invested Advisors | 0.24% | Add +38.6% | 5,312 | $275K |
| Hilltop National Bank | 0.06% | No change | 5,300 | $275K |
| Wealthcare Capital Partners, LLC | 0.11% | Reduce -2.3% | 5,276 | $274K |
| Sfmg, LLC | 0.02% | Reduce -10.2% | 5,219 | $271K |
| Westbourne Investment Advisors, Inc. | 0.07% | Reduce -32.5% | 5,200 | $270K |
| Summit Securities Group LLC | 0.05% | New | 5,200 | $270K |
| Future Financial Wealth Managment LLC | 0.17% | Reduce -42.1% | 4,883 | $268K |
| Millennium Capital Advisors, LLC | 0.15% | Add +0.6% | 5,137 | $266K |
| Fiduciary Trust Co | 0.00% | No change | 5,135 | $266K |
| Pine Valley Investments Ltd Liability Co | 0.01% | New | 5,117 | $265K |
| Investment Research Partners LLC | 0.09% | Reduce -0.3% | 5,116 | $265K |
| Institute for Wealth Management, LLC. | 0.02% | Reduce -1.9% | 5,102 | $265K |
| Group One Trading LLC | 0.01% | Reduce -58.1% | 5,092 | $264K |
| Buckhead Capital Management LLC | 0.09% | Add +0.6% | 5,091 | $264K |
| Intellectus Partners, LLC | 0.05% | Add +1.0% | 5,066 | $263K |
| Envision Financial LLC | 0.12% | No change | 5,057 | $262K |
| Moors & Cabot, Inc. | 0.01% | Add +0.1% | 5,039 | $261K |
| Financial Insights, Inc. | 0.07% | Add +0.4% | 5,029 | $261K |
| CENTRAL TRUST Co | 0.00% | No change | 4,994 | $259K |
| Kickstand Ventures, Llc. | 0.05% | Reduce -15.6% | 4,989 | $259K |
| Vident Advisory, LLC | 0.00% | No change | 4,968 | $258K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.08% | No change | 4,650 | $255K |
| Provident Wealth Management, LLC | 0.06% | Reduce -4.6% | 4,863 | $252K |
| Beaumont Asset Management, L.L.C. | 0.10% | Reduce -18.4% | 4,748 | $246K |
| Redwood Family Wealth LLC | 0.22% | Add +1.1% | 4,747 | $246K |
| Mosaic Financial Group, LLC | 0.16% | Add +1.9% | 4,735 | $246K |
| CDM Financial Counseling Services, Inc. | 0.21% | Reduce -1.7% | 4,743 | $246K |
| Brandywine Oak Private Wealth LLC | 0.02% | Reduce -17.9% | 4,693 | $243K |
| Ignite Planners, LLC | 0.03% | Add +15.8% | 4,655 | $242K |
| HBW Advisory Services LLC | 0.02% | New | 4,619 | $239K |
| Interchange Capital Partners, LLC | 0.04% | New | 4,578 | $237K |
| Cadent Capital Advisors, LLC | 0.05% | Add +1.3% | 4,570 | $237K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -51.9% | 4,562 | $237K |
| Rainey & Randall Wealth Advisors Inc. | 0.03% | Add +1.9% | 4,524 | $235K |
| Lyell Wealth Management, LP | 0.01% | No change | 4,500 | $233K |
| EPG Wealth Management LLC | 0.06% | Add +0.8% | 4,496 | $233K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 4,450 | $231K |
| Southland Equity Partners LLC | 0.04% | No change | 4,445 | $230K |
| Destiny Wealth Partners, LLC | 0.03% | No change | 4,160 | $230K |
| Objective Capital Management, LLC | 0.20% | Reduce -10.2% | 4,416 | $229K |
| Gilman Hill Asset Management, LLC | 0.03% | No change | 4,375 | $227K |
| Icon Wealth Advisors, LLC | 0.01% | Add +1.8% | 4,374 | $227K |
| Searle & Co. | 0.05% | No change | 4,337 | $225K |
| Wealth Management Associates, Inc. | 0.06% | New | 4,320 | $224K |
| Surience Private Wealth LLC | 0.20% | Reduce -94.6% | 4,315 | $224K |
| Berger Financial Group, Inc | 0.01% | New | 4,273 | $222K |
| Peddock Capital Advisors, LLC | 0.04% | New | 4,258 | $221K |
| Insight 2811, Inc. | 0.09% | No change | 4,247 | $220K |
| Ritholtz Wealth Management | 0.00% | Reduce -16.0% | 4,235 | $220K |
| Secure Asset Management, LLC | 0.03% | Add +1.7% | 4,210 | $218K |
| LVW Advisors, LLC | 0.02% | New | 4,185 | $217K |
| HBK Sorce Advisory LLC | 0.00% | New | 3,990 | $217K |
| Northcape Wealth Management, LLC | 0.06% | No change | 4,170 | $216K |
| Proactive Wealth Strategies LLC | 0.03% | No change | 4,168 | $216K |
| Essex Bank | 0.05% | New | 4,145 | $215K |
| NorthRock Partners, LLC | 0.00% | No change | 4,118 | $214K |
| Compass Financial Management LLC | 0.03% | — | 4,046 | $213K |
| Schear Investment Advisers, LLC | 0.07% | New | 4,110 | $213K |
| Steel Grove Capital Advisors, LLC | 0.02% | Add +0.1% | 4,102 | $213K |
| Alteri Wealth LLC | 0.06% | New | 4,101 | $213K |
| Waterloo Capital, L.P. | 0.01% | New | 4,085 | $212K |
| Evolution Wealth Advisors, LLC | 0.02% | No change | 4,050 | $210K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 4,044 | $210K |
| Everpar Advisors LLC | 0.06% | No change | 4,036 | $209K |
| Legacy Wealth Partners, LLC | 0.05% | New | 4,032 | $209K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | Add +0.4% | 4,020 | $208K |
| Money Concepts Capital Corp. | 0.01% | Reduce -0.7% | 4,007 | $208K |
| Bingham Private Wealth, LLC | 0.14% | No change | 4,000 | $207K |
| Ridgepath Capital Management LLC | 0.09% | No change | 4,000 | $207K |
| Acorn Wealth Advisors, LLC | 0.05% | New | 3,996 | $207K |
| 1ST Source Bank | 0.01% | Add +3.6% | 3,981 | $206K |
| Roxbury Financial LLC | 0.15% | No change | 3,766 | $195K |
| First Horizon Corp. | 0.01% | No change | 3,689 | $191K |
| Larson Financial Group LLC | 0.01% | Reduce -1.2% | 3,655 | $190K |
| 10Elms LLP | 0.08% | Add +128.8% | 3,483 | $181K |
| Whittier Trust Co. | 0.00% | Add +1.7% | 3,281 | $170K |
| Wellington Shields & Co., LLC | 0.04% | No change | 3,242 | $168K |
| Holos Integrated Wealth LLC | 0.08% | No change | 3,145 | $166K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 3,120 | $162K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Reduce -0.6% | 3,092 | $160K |
| Allied Private Wealth LLC | 0.10% | — | 2,863 | $153K |
| Aptus Capital Advisors, LLC | 0.00% | Add +39.8% | 2,850 | $148K |
| Bessemer Group Inc. | 0.00% | No change | 2,627 | $136K |
| Keating Financial Advisory Services, Inc. | 0.02% | Reduce -5.5% | 2,614 | $136K |
| Princeton Global Asset Management LLC | 0.02% | Add +48.6% | 2,600 | $135K |
| Redwood Park Advisors LLC | 0.09% | Add +37.5% | 2,509 | $130K |
| Highland Investment Advisors LLC | 0.06% | — | 2,467 | $128K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +0.2% | 2,464 | $128K |
| Nova Wealth Management, Inc. | 0.07% | Reduce -0.7% | 2,398 | $124K |
| Harbour Investments, Inc. | 0.00% | Reduce -41.1% | 2,362 | $122K |
| HHM Wealth Advisors, LLC | 0.01% | Add +0.9% | 2,329 | $121K |
| Oakmont Advisory Group, LLC | 0.10% | New | 2,274 | $118K |
| Lodestone Wealth Management LLC | 0.04% | Add +1.9% | 2,213 | $115K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -7.9% | 2,210 | $115K |
| IFG Advisory, LLC | 0.00% | New | 2,183 | $113K |
| Bogart Wealth, LLC | 0.00% | Add +1.9% | 2,100 | $109K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 2,068 | $107K |
| Colonial Trust Advisors | 0.01% | No change | 2,046 | $106K |
| Brown Brothers Harriman & Co. | 0.00% | Add +31.5% | 2,034 | $105K |
| Zions Bancorporation, National Association | 0.01% | No change | 2,000 | $104K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -1.6% | 1,971 | $102K |
| NFSG Corp | 0.01% | Add +1.0% | 1,875 | $97K |
| Greykasell Wealth Strategies, Inc. | 0.03% | Reduce -0.3% | 1,813 | $94K |
| Ancora Advisors LLC | 0.00% | Add +1.2% | 1,805 | $94K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -8.1% | 1,795 | $93K |
| Gilpin Wealth Management, LLC | 0.06% | No change | 1,762 | $91K |
| Eastern Bank | 0.00% | No change | 1,720 | $89K |
| Elevation Wealth Partners, LLC | 0.03% | Reduce -6.6% | 1,709 | $89K |
| TD Waterhouse Canada Inc. | 0.00% | Add +3.1% | 1,676 | $84K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,620 | $84K |
| Summer Road LLC | 0.05% | Add +0.4% | 1,530 | $79K |
| UMB Bank, n.a. | 0.00% | New | 1,494 | $77K |
| Brookfield Corp | 0.00% | New | 1,485 | $77K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.2% | 1,392 | $72K |
| Flagship Wealth Advisors, LLC | 0.02% | No change | 1,300 | $67K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.04% | No change | 1,203 | $62K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 1,200 | $62K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -33.8% | 1,133 | $62K |
| Three Bearings Fiduciary Advisors, Inc. | 0.06% | No change | 1,188 | $62K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -78.5% | 1,125 | $59K |
| Friedenthal Financial | 0.03% | Reduce -72.6% | 1,102 | $57K |
| Capital Analysts, LLC | 0.00% | Add +0.1% | 1,042 | $54K |
| Spire Wealth Management | 0.00% | Add +0.1% | 972 | $50K |
| MJT & Associates Financial Advisory Group, Inc. | 0.03% | No change | 945 | $49K |
| Arlington Trust Co LLC | 0.00% | No change | 910 | $47K |
| Crews Bank & Trust | 0.01% | Add +12.5% | 900 | $47K |
| MCF Advisors LLC | 0.00% | New | 880 | $46K |
| Citizens National Bank Trust Department | 0.01% | Reduce -31.8% | 860 | $45K |
| City State Bank | 0.01% | No change | 837 | $43K |
| First United Bank & Trust | 0.01% | No change | 834 | $43K |
| Buck Wealth Strategies, LLC | 0.00% | New | 815 | $42K |
| Founders Capital Management | 0.02% | No change | 808 | $42K |
| Montag A & Associates Inc. | 0.00% | No change | 802 | $42K |
| Colonial Trust Co / SC | 0.01% | No change | 791 | $41K |
| Hollencrest Capital Management | 0.00% | New | 683 | $35K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -51.3% | 681 | $35K |
| Asset Dedication, LLC | 0.00% | No change | 672 | $35K |
| GS Investments, Inc. | 0.02% | No change | 600 | $31K |
| Quaker Wealth Management, LLC | 0.01% | No change | 600 | $31K |
| Financial Consulate, Inc. | 0.00% | No change | 600 | $31K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 581 | $30K |
| GAMMA Investing LLC | 0.00% | Reduce -3.0% | 547 | $28K |
| Archer Investment Corp | 0.01% | No change | 543 | $28K |
| Prosperity Bancshares Inc | 0.02% | Reduce -50.5% | 535 | $28K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 531 | $28K |
| Park Square Financial Group, LLC | 0.23% | New | 497 | $26K |
| Financial Management Professionals, Inc. | 0.00% | Add +1.9% | 472 | $24K |
| Independence Bank of Kentucky | 0.00% | No change | 460 | $24K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -21.9% | 442 | $23K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 425 | $22K |
| Fiduciary Financial Advisors | 0.00% | New | 419 | $22K |
| Atlatl Advisers LLC | 0.00% | New | 400 | $21K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -2.2% | 393 | $20K |
| Copia Wealth Management | 0.01% | No change | 360 | $19K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 357 | $19K |
| CGC Financial Services, LLC | 0.00% | No change | 325 | $17K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +40.3% | 303 | $16K |
| Wiser Advisor Group LLC | 0.02% | Add +2.0% | 305 | $16K |
| Barrett & Company, Inc. | 0.00% | No change | 300 | $16K |
| Kelleher Financial Advisors | 0.00% | Add +97.9% | 285 | $15K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 263 | $14K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 247 | $13K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 238 | $12K |
| LifeSteps Financial, Inc. | 0.01% | New | 210 | $11K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 206 | $11K |
| Highline Wealth Partners LLC | 0.00% | Reduce -41.7% | 204 | $11K |
| Chilton Capital Management LLC | 0.00% | Add +314.3% | 203 | $11K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 200 | $10K |
| Davis Capital Management | 0.01% | No change | 199 | $10K |
| Concord Wealth Partners | 0.00% | New | 180 | $9K |
| SHP Wealth Management | 0.00% | New | 179 | $9K |
| Cheviot Value Management, LLC | 0.00% | No change | 172 | $9K |
| Truvestments Capital LLC | 0.00% | No change | 171 | $9K |
| Abound Wealth Management | 0.00% | Add +39.3% | 170 | $9K |
| Ares Financial Consulting, LLC | 0.01% | No change | 170 | $9K |
| Financial Gravity Companies, Inc. | 0.00% | — | 168 | $9K |
| Creative Financial Designs Inc. | 0.00% | New | 165 | $9K |
| Sims Investment Management, LLC | 0.00% | New | 160 | $8K |
| Avion Wealth | 0.00% | No change | 168 | $8K |
| Blume Capital Management, Inc. | 0.00% | No change | 153 | $8K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 139 | $7K |
| Vision Retirement, LLC | 0.00% | Reduce -25.4% | 135 | $7K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 126 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 125 | $6K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 117 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 109 | $6K |
| Trust Co | 0.00% | New | 108 | $6K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -85.7% | 100 | $5K |
| Markowski Investments | 0.00% | — | 100 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 80 | $4K |
| Corsicana & Co. | 0.00% | Reduce -49.6% | 71 | $4K |
| MidFirst Bank | 0.00% | No change | 65 | $3K |
| SIMA Wealth Partners, LLC | 0.00% | No change | 60 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 59 | $3K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 56 | $3K |
| Delta Asset Management LLC | 0.00% | New | 50 | $3K |
| Triumph Capital Management | 0.00% | No change | 40 | $2K |
| Transce3nd, LLC | 0.01% | No change | 32 | $2K |
| REAP Financial Group, LLC | 0.00% | No change | 25 | $1K |
| Basepoint Wealth LLC | 0.00% | New | 24 | $1K |
| Kozak & Associates, Inc. | 0.00% | New | 19 | $981 |
| MV Capital Management, Inc. | 0.00% | No change | 18 | $934 |
| Key Financial Inc | 0.00% | No change | 2 | $104 |
"% of holder's portfolio" is AMLP's weight in each manager's 13F, not the share of Alerian MLP ETF the manager owns.