Enterprise Products PartnersEPD
13F holders, Q2 2024 (June 30)1,324holders +4
62new positions
57sold out
6famous investors
$28.96avg. 13F price*
At the end of Q2 2024, 1,324 institutions reported holding Enterprise Products Partners (EPD) in their 13F filings, up 4 from Q1 2024. 62 opened new positions and 57 sold out. The largest holders were Alps Advisors Inc. ($1.1B), Invesco Ltd. ($739.1M) and Morgan Stanley ($653.7M). 6 famous investors held it, including Bruce Berkowitz (11.4% of Fairholme Capital Management's portfolio), Leon Cooperman (1.1% of Omega Advisors (Leon Cooperman)'s portfolio) and George Soros (0.2% of Soros Fund Management's portfolio).
- Company
- Enterprise Products Partners
- CUSIP
- 293792107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $71.3M |
| Exits | 57 | $310.8M |
All 13F filers, Q1 2024 → Q2 2024: 24,116,884 shares bought and 26,489,334 shares sold, net −2,372,450 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,324 holders
| Alps Advisors Inc. | 7.64% | Add +2.2% | 38,391,468 | $1.1B |
| Invesco Ltd. | 0.16% | Add +15.6% | 25,503,123 | $739.1M |
| Morgan Stanley | 0.05% | Add +9.7% | 22,557,853 | $653.7M |
| Blackstone Inc. | 2.88% | Reduce -5.2% | 22,314,428 | $646.7M |
| Goldman Sachs Group Inc. | 0.11% | Reduce -1.1% | 20,036,083 | $580.6M |
| American Century Companies Inc. | 0.34% | Reduce -0.4% | 19,335,112 | $560.3M |
| Fayez Sarofim & Co | 1.37% | Reduce -0.6% | 17,545,976 | $508.5M |
| Neuberger Berman Group LLC | 0.39% | Add +0.3% | 16,224,927 | $470.2M |
| Tortoise Capital Advisors, L.L.C. | 6.22% | Add +4.8% | 16,221,236 | $470.1M |
| Energy Income Partners, LLC | 9.07% | Reduce -10.0% | 14,062,986 | $407.5M |
| FMR LLC | 0.02% | Add +11.7% | 13,203,310 | $382.6M |
| Bank of America Corp. | 0.04% | Add +22.1% | 12,639,291 | $366.3M |
| Kayne Anderson Capital Advisors LP | 9.21% | Add +5.2% | 11,751,017 | $340.5M |
| UBS Group AG | 0.10% | Reduce -7.0% | 10,912,015 | $316.2M |
| Clearbridge Investments, LLC | 0.24% | Reduce -20.0% | 10,006,439 | $290.0M |
| CIBC Private Wealth Group LLC | 0.52% | Reduce -1.6% | 9,597,051 | $279.6M |
| BlackRock Inc. | 0.01% | Reduce -3.5% | 9,565,460 | $277.2M |
| Ensign Peak Advisors, Inc | 0.49% | No change | 9,252,060 | $268.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.63% | — | 9,025,045 | $261.5M |
| Principal Financial Group Inc. | 0.10% | Reduce -7.5% | 5,957,867 | $172.7M |
| Chickasaw Capital Management LLC | 7.09% | Add +1.6% | 5,517,617 | $159.9M |
| Fairholme Capital Management | 11.35% | Add +0.0% | 5,438,300 | $157.6M |
| Westwood Holdings Group Inc. | 1.29% | Add +9.0% | 5,404,012 | $156.6M |
| Berkley W R Corp. | 8.25% | No change | 5,089,794 | $147.5M |
| Hamlin Capital Management, LLC | 4.18% | Reduce -0.7% | 4,899,613 | $142.1M |
| Deutsche Bank AG | 0.06% | Reduce -3.7% | 4,644,455 | $134.6M |
| Wells Fargo & Company | 0.03% | Add +2.3% | 4,531,693 | $131.3M |
| Brookfield Corp | 0.81% | Add +8.9% | 4,483,693 | $129.9M |
| Raymond James & Associates | 0.08% | Reduce -7.1% | 4,036,715 | $117.0M |
| Thrivent Financial for Lutherans | 0.23% | Reduce -0.8% | 3,872,241 | $112.2M |
| BNP Paribas Financial Markets | 0.12% | Reduce -18.6% | 3,805,437 | $110.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -7.4% | 3,753,556 | $108.8M |
| Paralel Advisors LLC | 5.06% | No change | 3,650,000 | $105.8M |
| Royal Bank of Canada | 0.03% | Add +1.2% | 3,617,247 | $104.8M |
| Stifel Financial Corp. | 0.11% | Add +0.7% | 3,461,432 | $100.3M |
| Miller Howard Investments Inc. | 3.02% | Reduce -2.4% | 3,144,365 | $91.1M |
| HighTower Advisors, LLC | 0.14% | Reduce -0.5% | 3,119,783 | $90.4M |
| LPL Financial LLC | 0.04% | Add +3.1% | 2,761,031 | $80.0M |
| Allianz Asset Management GmbH | 0.12% | Reduce -5.9% | 2,578,455 | $74.7M |
| Beck Mack & Oliver LLC | 1.54% | Reduce -7.0% | 2,559,309 | $74.2M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Reduce -0.1% | 2,415,016 | $70.0M |
| Nomura Holdings Inc. | 0.44% | Add +34.2% | 2,340,619 | $67.8M |
| Reaves W H & Co. Inc. | 2.24% | Add +55.5% | 2,283,440 | $66.2M |
| Duff & Phelps Investment Management Co. | 0.83% | Reduce -14.4% | 2,236,842 | $64.8M |
| Fractal Investments LLC | 11.00% | No change | 2,181,309 | $63.2M |
| Beach Investment Counsel Inc. | 7.78% | Reduce -5.5% | 2,181,196 | $63.2M |
| Infrastructure Capital Advisors, LLC | 9.74% | Reduce -5.4% | 2,142,884 | $62.1M |
| Epoch Investment Partners, Inc. | 0.28% | Reduce -4.8% | 2,138,307 | $62.0M |
| Longfellow Investment Management Co. LLC | 14.83% | Reduce -19.2% | 2,037,519 | $59.0M |
| Truist Financial Corp. | 0.09% | Reduce -0.1% | 2,033,583 | $58.9M |
| Eagle Global Advisors LLC | 3.08% | Add +1.4% | 2,013,081 | $58.3M |
| Jennison Associates LLC | 0.04% | Add +1.1% | 1,990,164 | $57.7M |
| Chicago Partners Investment Group LLC | 2.11% | Add +4.2% | 1,840,616 | $54.4M |
| Progeny 3, Inc. | 5.08% | Add +1.1% | 1,829,654 | $53.0M |
| Nicholas Company, Inc. | 0.88% | No change | 1,824,480 | $52.9M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 4.05% | Reduce -0.7% | 1,757,179 | $50.9M |
| Texas Yale Capital Corp. | 2.37% | Add +1.7% | 1,717,166 | $49.8M |
| Americana Partners, LLC | 3.88% | Add +0.4% | 1,701,444 | $49.3M |
| U.S. Capital Wealth Advisors, LLC | 1.88% | Add +0.5% | 1,695,984 | $49.1M |
| Rockefeller Capital Management L.P. | 0.14% | Add +11.9% | 1,670,222 | $48.4M |
| First Eagle Investment Management, LLC | 0.11% | Reduce -2.6% | 1,658,653 | $48.1M |
| Williams Jones Wealth Management, LLC. | 0.59% | Reduce -1.4% | 1,649,073 | $47.8M |
| Bollard Group LLC | 1.27% | Add +2.1% | 1,554,966 | $45.1M |
| Recurrent Investment Advisors LLC | 4.74% | Add +27.8% | 1,554,379 | $45.0M |
| Corient Private Wealth LP | 0.08% | Add +5.1% | 1,505,022 | $43.6M |
| Victory Capital Management Inc. | 0.04% | Reduce -1.4% | 1,379,884 | $40.0M |
| Oxbow Advisors, LLC | 4.83% | Add +0.1% | 1,377,591 | $39.9M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -3.1% | 1,291,041 | $37.4M |
| Maryland State Retirement & Pension System | 0.66% | Reduce -0.7% | 1,234,297 | $35.8M |
| Barclays PLC | 0.02% | Add +16.3% | 1,205,746 | $34.9M |
| Penn Davis McFarland Inc. | 5.38% | Reduce -1.0% | 1,199,318 | $34.8M |
| Tetrad Corp. | 6.44% | No change | 1,100,000 | $31.9M |
| Mariner, LLC | 0.06% | Add +11.6% | 1,080,105 | $31.3M |
| Osaic Holdings, Inc. | 0.07% | Reduce -8.4% | 1,067,545 | $30.9M |
| Commonwealth Equity Services, LLC | 0.05% | Add +0.8% | 1,030,865 | $29.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -7.0% | 1,012,910 | $29.4M |
| Fort Sheridan Advisors LLC | 4.74% | Add +21.2% | 1,012,806 | $29.4M |
| Evergreen Capital Management LLC | 1.06% | Reduce -2.1% | 1,011,295 | $29.3M |
| Sei Investments Co. | 0.04% | Reduce -11.1% | 1,010,074 | $29.3M |
| RR Advisors, LLC | 7.82% | Reduce -1.5% | 1,006,000 | $29.2M |
| Auto-Owners Insurance Co | 0.77% | No change | 1,000,000 | $29.0M |
| Cna Financial Corp. | 15.40% | Add +8.6% | 950,000 | $27.5M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +4.0% | 946,629 | $27.4M |
| Omega Advisors (Leon Cooperman) | 1.12% | No change | 916,535 | $26.6M |
| Cetera Investment Advisers | 0.06% | Add +11.8% | 901,468 | $26.1M |
| Petrus Trust Company, LTA | 2.44% | No change | 900,004 | $26.1M |
| Bowen Hanes & Co. Inc. | 0.72% | Add +12.7% | 899,000 | $26.1M |
| Blair William & Co. | 0.08% | Add +45.7% | 854,932 | $24.8M |
| Creative Planning | 0.03% | Add +13.6% | 823,347 | $23.9M |
| Exchange Traded Concepts, LLC | 0.58% | Add +16.8% | 782,091 | $22.7M |
| Distillate Capital Partners LLC | 1.18% | — | 767,534 | $22.2M |
| Focus Partners Wealth | 0.07% | Add +1166.1% | 764,246 | $22.1M |
| CBRE Investment Management Listed Real Assets LLC | 0.41% | New | 763,329 | $22.1M |
| Kamunting Street Capital Management, L.P. | 20.32% | Add +10.3% | 755,891 | $21.9M |
| M&T Bank Corp | 0.07% | Add +22.3% | 745,560 | $21.6M |
| Janney Montgomery Scott LLC | 0.07% | Add +6.5% | 743,845 | $21.6M |
| GP Brinson Investments LLC | 9.28% | No change | 743,733 | $21.6M |
| Vorpal, LLC | 100.00% | Add +3.8% | 734,714 | $21.3M |
| SailingStone Capital Partners LLC | 7.25% | Reduce -23.8% | 706,598 | $20.5M |
| Walnut Private Equity Partners, LLC | 12.77% | Add +1.9% | 694,000 | $20.1M |
| US Bancorp \de | 0.03% | Reduce -1.0% | 682,584 | $19.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.3% | 682,515 | $19.8M |
| HRT Financial LP | 0.11% | Add +372.6% | 677,218 | $19.6M |
| Glenmede Trust Co. NA | 0.10% | Reduce -2.2% | 670,265 | $19.4M |
| Payden & Rygel Investment Group | 1.57% | Reduce -8.6% | 669,370 | $19.4M |
| Payden & Rygel | 1.57% | Reduce -8.6% | 669,370 | $19.4M |
| Cutter & CO Brokerage, Inc. | 4.51% | Reduce -1.6% | 642,267 | $18.6M |
| B. Riley Wealth Advisors, Inc. | 0.47% | Reduce -24.9% | 637,477 | $18.5M |
| Capital Investment Advisors, LLC | 0.40% | Reduce -5.4% | 610,022 | $17.7M |
| Beacon Pointe Advisors, LLC | 0.21% | Reduce -12.6% | 607,585 | $17.6M |
| MAI Capital Management | 0.17% | Add +11.6% | 598,320 | $17.3M |
| Inscription Capital, LLC | 2.78% | Reduce -4.1% | 594,224 | $17.2M |
| Icon Wealth Advisors, LLC | 1.50% | Add +7.5% | 585,717 | $16.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +7.9% | 578,493 | $16.8M |
| Investment Management Associates Inc. | 5.75% | Add +9.3% | 576,489 | $16.7M |
| Heronetta Management, L.P. | 10.64% | No change | 574,048 | $16.6M |
| Sanders Morris Harris LLC | 2.62% | Add +0.4% | 550,982 | $16.0M |
| Oppenheimer & Co. Inc. | 0.25% | Add +2.2% | 545,928 | $15.8M |
| JRM Investment Counsel, LLC | 5.66% | Add +5.2% | 541,753 | $15.7M |
| Marco Investment Management LLC | 1.43% | Reduce -0.1% | 535,655 | $15.5M |
| Private Capital Advisors, Inc. | 1.70% | Reduce -0.7% | 527,863 | $15.3M |
| Tectonic Advisors LLC | 1.06% | Add +4.8% | 504,350 | $14.6M |
| Gagnon Securities LLC | 3.24% | Reduce -3.5% | 496,396 | $14.4M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -22.4% | 491,405 | $14.2M |
| Captrust Financial Advisors | 0.05% | Reduce -0.1% | 489,892 | $14.2M |
| Capital Advisors Inc. | 0.29% | Add +3.9% | 484,581 | $14.0M |
| Kestra Advisory Services, LLC | 0.08% | Add +46.4% | 482,335 | $14.0M |
| GenTrust, LLC | 0.76% | New | 482,201 | $14.0M |
| Sanctuary Advisors, LLC | 0.10% | — | 474,557 | $13.8M |
| NorthCrest Asset Manangement, LLC | 0.45% | Add +0.6% | 468,169 | $13.6M |
| D.A. Davidson & Co. | 0.12% | Add +7.1% | 461,672 | $13.4M |
| HSBC Holdings PLC | 0.01% | Add +98.0% | 460,381 | $13.3M |
| Dividend Assets Capital, LLC | 2.71% | Reduce -3.3% | 458,660 | $13.3M |
| Catalyst Capital Advisors LLC | 0.30% | Add +13.6% | 451,205 | $13.1M |
| Mesirow Financial Investment Management, Inc. | 0.29% | Add +0.4% | 446,639 | $12.9M |
| Moors & Cabot, Inc. | 0.60% | Add +2.0% | 390,379 | $11.3M |
| Gabelli Funds LLC | 0.08% | Add +1.6% | 376,000 | $10.9M |
| Heritage Wealth Advisors | 0.49% | Reduce -0.3% | 372,157 | $10.8M |
| AlphaCore Capital LLC | 2.60% | Add +1.4% | 371,166 | $10.8M |
| Cohen Capital Management, Inc. | 1.84% | No change | 368,681 | $10.7M |
| Hoylecohen, LLC | 0.80% | Reduce -2.0% | 366,469 | $10.6M |
| McGowan Group Asset Management, Inc. | 1.50% | Add +0.7% | 364,822 | $10.6M |
| Private Advisor Group, LLC | 0.07% | Add +9.9% | 363,373 | $10.5M |
| Allen Mooney & Barnes Investment Advisors LLC | 1.82% | Reduce -1.3% | 350,373 | $10.2M |
| Parsons Capital Management Inc. | 0.68% | No change | 342,880 | $9.9M |
| Cerity Partners LLC | 0.03% | Add +5.7% | 341,191 | $9.9M |
| Gagnon Advisors, LLC | 7.50% | No change | 339,877 | $9.8M |
| DAVENPORT & Co LLC | 0.06% | Reduce -0.8% | 333,230 | $9.6M |
| Fogel Capital Management, Inc. | 5.11% | Reduce -1.3% | 331,170 | $9.6M |
| Cohen & Steers, Inc. | 0.02% | Reduce -19.3% | 328,691 | $9.5M |
| WP Advisors, LLC | 3.04% | Add +2.1% | 328,639 | $9.5M |
| Oliver Luxxe Assets LLC | 1.99% | No change | 323,777 | $9.4M |
| Choate Investment Advisors | 0.24% | Reduce -0.6% | 320,679 | $9.3M |
| First Manhattan Co. Llc. | 0.03% | Reduce -0.4% | 316,344 | $9.2M |
| Edgemoor Investment Advisors, Inc. | 0.86% | Add +0.9% | 315,850 | $9.2M |
| Ballast Advisors LLC | 2.82% | Reduce 0.0% | 306,956 | $8.9M |
| Pathstone Holdings, LLC | 0.04% | Add +5.3% | 304,837 | $8.8M |
| Morningstar Investment Services LLC | 0.10% | Reduce -4.1% | 303,298 | $8.8M |
| Sovereign Investment Advisors, LLC | 3.27% | No change | 332,382 | $8.8M |
| Prospera Financial Services Inc | 0.24% | Add +9.1% | 299,238 | $8.7M |
| Bank of New York Mellon Corp | 0.00% | Add +1.3% | 294,760 | $8.5M |
| Advisory Services Network, LLC | 0.18% | Add +7.0% | 293,749 | $8.5M |
| Delta Investment Management, LLC | 1.87% | Add +2.2% | 292,594 | $8.5M |
| Northeast Financial Consultants Inc | 0.39% | No change | 290,927 | $8.4M |
| Citadel Advisors | 0.01% | Add +70.3% | 289,210 | $8.4M |
| Stephens Inc. | 0.13% | Add +6.7% | 287,151 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.0% | 282,878 | $8.2M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.50% | Add +0.4% | 277,960 | $8.1M |
| Account Management LLC | 9.10% | Reduce -1.9% | 276,880 | $8.0M |
| Invenomic Capital Management LP | 0.41% | Reduce -3.8% | 274,474 | $8.0M |
| Baldwin Wealth Partners LLC | 0.61% | Reduce -0.2% | 270,666 | $7.8M |
| Wexford Capital LP | 1.97% | No change | 268,887 | $7.8M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -5.2% | 268,379 | $7.8M |
| NewEdge Advisors, LLC | 0.06% | Add +8.4% | 264,697 | $7.7M |
| Insight Folios Inc | 3.14% | Add +1.3% | 264,074 | $7.7M |
| Pathway Financial Advisers, LLC | 2.72% | Add +0.6% | 261,782 | $7.6M |
| Hennessy Advisors Inc. | 0.28% | Reduce -2.5% | 259,700 | $7.5M |
| First Trust Advisors LP | 0.01% | Add +123.4% | 257,028 | $7.4M |
| Cullen Investment Group, LTD. | 1.19% | Reduce -9.8% | 256,827 | $7.4M |
| NBW Capital LLC | 1.46% | Reduce -0.4% | 255,800 | $7.4M |
| American Financial Group Inc. | 3.36% | No change | 255,000 | $7.4M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +4.9% | 253,400 | $7.3M |
| Acadian Asset Management LLC | 0.02% | Add +18.9% | 252,830 | $7.3M |
| Renaissance Investment Group LLC | 1.59% | Reduce -0.8% | 250,013 | $7.3M |
| Sound View Wealth Advisors Group, LLC | 0.74% | No change | 248,462 | $7.2M |
| Segment Wealth Management, LLC | 0.52% | No change | 244,795 | $7.1M |
| Spirit of America Management Corp. | 1.44% | Reduce -3.6% | 244,636 | $7.1M |
| Sheets Smith Wealth Management | 0.85% | Reduce -9.3% | 244,510 | $7.1M |
| Adams Asset Advisors, LLC | 0.95% | No change | 244,228 | $7.1M |
| Chilton Capital Management LLC | 0.32% | Reduce -0.2% | 243,255 | $7.0M |
| King Luther Capital Management Corp. | 0.03% | Reduce -1.4% | 235,894 | $6.8M |
| Rothschild Investment LLC | 0.46% | No change | 227,096 | $6.6M |
| Rothschild Capital Partners, LLC | 1.83% | Add +4.7% | 221,554 | $6.4M |
| Bradley Foster & Sargent Inc. | 0.11% | Add +0.4% | 219,755 | $6.4M |
| Nations Financial Group Inc, /Ia/ | 0.52% | Add +2.5% | 219,455 | $6.4M |
| Evercore Wealth Management, LLC | 0.10% | Reduce -0.1% | 219,133 | $6.4M |
| HUB Investment Partners, LLC | 0.31% | Add +2.5% | 219,061 | $6.3M |
| Hardman Johnston Global Advisors LLC | 0.24% | Reduce -0.1% | 217,744 | $6.3M |
| Gilman Hill Asset Management, LLC | 1.14% | Add +4.1% | 216,888 | $6.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +46.4% | 216,741 | $6.3M |
| Fort Washington Investment Advisors Inc. | 0.04% | Add +38.1% | 214,077 | $6.2M |
| GAMCO Investors | 0.07% | Add +63.9% | 212,800 | $6.2M |
| Northern Trust Corp. | 0.00% | Reduce -0.3% | 211,864 | $6.1M |
| Jackson Hole Capital Partners, LLC | 1.35% | Add +4.0% | 211,839 | $6.1M |
| Loudon Investment Management, LLC | 3.61% | No change | 211,641 | $6.1M |
| Morningstar Investment Management LLC | 0.64% | Reduce -0.7% | 211,287 | $6.1M |
| Sunbelt Securities, Inc. | 0.61% | Add +1.7% | 205,201 | $5.9M |
| Clarkston Capital Partners, LLC | 0.11% | Reduce -1.0% | 204,600 | $5.9M |
| Salem Investment Counselors Inc. | 0.19% | Reduce -0.5% | 204,591 | $5.9M |
| Adell Harriman & Carpenter Inc. | 0.46% | Reduce -1.5% | 203,339 | $5.9M |
| River Road Asset Management, LLC | 0.08% | Reduce -10.9% | 202,175 | $5.9M |
| Avantax Advisory Services, Inc. | 0.04% | Add +16.9% | 202,076 | $5.9M |
| Silvercrest Asset Management Group LLC | 0.04% | Reduce -2.0% | 201,098 | $5.8M |
| Outfitters Financial LLC | 4.83% | No change | 200,372 | $5.8M |
| Baldwin Investment Management, LLC | 0.79% | Add +0.5% | 199,081 | $5.8M |
| Bourgeon Capital Management LLC | 1.12% | Add +0.1% | 197,484 | $5.7M |
| Annandale Capital, LLC | 1.19% | Add +0.0% | 197,094 | $5.7M |
| Brown Advisory Inc. | 0.01% | Add +11.1% | 196,244 | $5.7M |
| Savant Capital, LLC | 0.06% | Add +2.3% | 194,526 | $5.6M |
| Hollow Brook Wealth Management LLC | 1.91% | Reduce -2.7% | 194,236 | $5.6M |
| Bridges Investment Management Inc. | 0.08% | Add +215.6% | 192,363 | $5.6M |
| Childress Capital Advisors, LLC | 1.56% | Add +9.7% | 190,867 | $5.5M |
| Soros Fund Management | 0.17% | No change | 190,000 | $5.5M |
| Knollwood Investment Advisory, LLC | 0.61% | No change | 189,935 | $5.5M |
| Mutual Advisors, LLC | 0.17% | Add +3.0% | 184,552 | $5.5M |
| Oak Family Advisors, LLC | 2.08% | Add +3.9% | 189,037 | $5.5M |
| Crescent Grove Advisors, LLC | 0.60% | Add +21.0% | 187,462 | $5.4M |
| Bard Financial Services, Inc. | 0.56% | Add +4.2% | 187,125 | $5.4M |
| Sage Advisors, LLC | 4.30% | Add +0.0% | 182,500 | $5.3M |
| Citigroup Inc. | 0.01% | Reduce -75.2% | 181,048 | $5.2M |
| CFM Wealth Partners LLC | 0.96% | Add +12.9% | 180,986 | $5.2M |
| Bfsg, LLC | 0.66% | New | 180,787 | $5.2M |
| Moneta Group Investment Advisors LLC | 0.08% | Reduce -1.2% | 180,229 | $5.2M |
| Linscomb Wealth, Inc. | 0.26% | Reduce -4.2% | 175,198 | $5.1M |
| Ancora Advisors LLC | 0.12% | Add +3.5% | 173,200 | $5.0M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -52.3% | 172,900 | $5.0M |
| Synergy Asset Management, LLC | 0.78% | New | 171,876 | $5.0M |
| Woodmont Investment Counsel LLC | 0.41% | Reduce -5.2% | 171,463 | $5.0M |
| Pekin Hardy Strauss, Inc. | 0.68% | Add +6.4% | 169,918 | $4.9M |
| Birch Capital Management, LLC | 2.54% | Reduce -4.9% | 168,387 | $4.9M |
| Icon Advisers Inc. | 1.12% | No change | 167,000 | $4.8M |
| ArchPoint Investors | 1.79% | No change | 164,856 | $4.8M |
| A. D. Beadell Investment Counsel, Inc. | 3.88% | Reduce -0.9% | 160,135 | $4.6M |
| Empowered Funds, LLC | 0.08% | Add +7.7% | 159,148 | $4.6M |
| Calamos Advisors LLC | 0.03% | No change | 157,890 | $4.6M |
| Raymond James Trust N.A. | 0.11% | Add +2.4% | 157,355 | $4.6M |
| Ar Asset Management Inc. | 1.10% | No change | 155,810 | $4.5M |
| Cullen Capital Management, LLC | 0.05% | Add +7.2% | 152,567 | $4.4M |
| NorthCoast Asset Management LLC | 0.04% | Add +1030.5% | 150,168 | $4.4M |
| Canal Insurance CO | 1.15% | Add +50.0% | 150,000 | $4.3M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -12.9% | 147,894 | $4.3M |
| ProVise Management Group, LLC | 0.36% | Reduce -13.6% | 146,619 | $4.2M |
| Pin Oak Investment Advisors Inc. | 4.03% | Reduce -1.0% | 145,285 | $4.2M |
| Ashford Capital Management Inc. | 0.56% | Add +44.5% | 143,540 | $4.2M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Add +9.2% | 142,512 | $4.1M |
| Tower Bridge Advisors | 0.46% | Reduce -2.8% | 140,000 | $4.1M |
| Snowden Capital Advisors LLC | 0.12% | Add +4.8% | 139,635 | $4.0M |
| Epacria Capital Partners, LLC | 2.98% | No change | 139,372 | $4.0M |
| Capital Analysts, LLC | 0.18% | Reduce -1.0% | 137,740 | $4.0M |
| Verity Asset Management, Inc. | 1.56% | Add +97.8% | 137,522 | $4.0M |
| Asset Planning Services Inc. /La/ | 2.09% | Reduce -6.7% | 136,910 | $4.0M |
| Tweedy, Browne Co LLC | 0.18% | No change | 136,295 | $3.9M |
| F/m Investments LLC | 0.14% | New | 135,362 | $3.9M |
| Franklin Resources Inc. | 0.00% | Add +7.8% | 135,099 | $3.9M |
| Hilton Capital Management, LLC | 0.33% | Add +0.6% | 134,756 | $3.9M |
| Shoker Investment Counsel, Inc. | 1.37% | Reduce -3.4% | 134,039 | $3.9M |
| Argent Trust Co | 0.17% | Add +3.4% | 131,460 | $3.8M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +3.3% | 128,528 | $3.7M |
| JFS Wealth Advisors, LLC | 0.29% | Reduce -1.2% | 128,316 | $3.7M |
| Avenir Corp. | 0.36% | No change | 127,618 | $3.7M |
| PFG Investments, LLC | 0.26% | Add +16.8% | 126,828 | $3.7M |
| Institutional & Family Asset Management, LLC | 0.56% | Add +4.7% | 125,559 | $3.6M |
| Simplex Trading, LLC | 0.12% | New | 124,952 | $3.6M |
| Sapient Capital LLC | 0.07% | No change | 124,141 | $3.6M |
| Montchanin Asset Management, LLC | 3.42% | No change | 123,280 | $3.6M |
| Equitable Holdings, Inc. | 0.04% | Add +8.2% | 122,763 | $3.6M |
| Jump Financial, LLC | 0.07% | Add +88.0% | 122,408 | $3.5M |
| Gratus Capital, LLC | 0.14% | Add +153.0% | 122,230 | $3.5M |
| Integrated Wealth Concepts LLC | 0.05% | Add +8.7% | 121,702 | $3.5M |
| BCM Advisors, LLC | 0.83% | No change | 122,984 | $3.5M |
| Independent Advisor Alliance | 0.12% | Reduce -0.6% | 121,085 | $3.5M |
| GTS Securities LLC | 0.07% | Reduce -13.2% | 120,341 | $3.5M |
| Moneco Advisors, LLC | 0.51% | Add +5.1% | 120,327 | $3.5M |
| Cercano Management LLC | 0.09% | No change | 120,021 | $3.5M |
| Wedbush Securities Inc. | 0.12% | Add +5.0% | 119,908 | $3.5M |
| Keybank National Association | 0.01% | Add +4.6% | 117,911 | $3.4M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -7.1% | 116,325 | $3.4M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -1.6% | 114,576 | $3.3M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 2.39% | Add +0.0% | 114,253 | $3.3M |
| HB Wealth Management, LLC | 0.04% | Add +8.5% | 114,033 | $3.3M |
| ARS Investment Partners, LLC | 0.31% | Reduce -1.1% | 113,236 | $3.3M |
| MML Investors Services, LLC | 0.01% | Reduce -8.8% | 112,794 | $3.3M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +18.5% | 112,602 | $3.3M |
| Grand Jean Capital Management Inc. | 0.81% | Reduce -0.2% | 112,554 | $3.3M |
| StoneX Group Inc. | 0.26% | Add +7.7% | 111,487 | $3.2M |
| ProShare Advisors LLC | 0.01% | Reduce -11.1% | 111,374 | $3.2M |
| True North Advisors, LLC | 0.86% | Add +0.7% | 110,844 | $3.2M |
| Cyndeo Wealth Partners, LLC | 0.25% | Add +4.5% | 110,598 | $3.2M |
| Lido Advisors, LLC | 0.03% | Add +22.8% | 110,519 | $3.2M |
| Am Investment Strategies LLC | 0.78% | Add +1.7% | 109,495 | $3.2M |
| JB Capital LLC | 0.20% | New | 109,356 | $3.2M |
| FourThought Financial Partners, LLC | 0.41% | Add +13.7% | 108,984 | $3.2M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +17.6% | 108,829 | $3.2M |
| FLC Capital Advisors | 0.78% | Add +6.2% | 108,787 | $3.2M |
| Steel Grove Capital Advisors, LLC | 0.44% | Reduce -8.8% | 108,779 | $3.2M |
| Blackhill Capital Inc. | 0.20% | No change | 108,704 | $3.2M |
| Exencial Wealth Advisors, LLC | 0.12% | Reduce -0.6% | 107,984 | $3.1M |
| Cary Street Partners Investment Advisory LLC | 0.13% | Reduce -0.1% | 107,391 | $3.1M |
| Smithbridge Asset Management Inc. | 0.65% | Reduce -6.7% | 107,302 | $3.1M |
| Waverly Advisors, LLC | 0.06% | Reduce -1.4% | 106,959 | $3.1M |
| Independent Financial Group, LLC | 0.12% | Add +15.5% | 105,266 | $3.1M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -3.3% | 105,257 | $3.1M |
| Lavaca Capital LLC | 1.64% | No change | 103,698 | $3.0M |
| Windsor Advisory Group, LLC | 6.00% | No change | 103,213 | $3.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 101,000 | $2.9M |
| XML Financial, LLC | 0.29% | Add +2.6% | 100,876 | $2.9M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +47.6% | 100,457 | $2.9M |
| Regions Financial Corp. | 0.02% | Add +0.9% | 100,454 | $2.9M |
| Perigon Wealth Management, LLC | 0.08% | Add +53.1% | 100,220 | $2.9M |
| Doliver Advisors, LP | 0.81% | Reduce -1.2% | 99,678 | $2.9M |
| Valeo Financial Advisors, LLC | 0.09% | Add +0.5% | 99,551 | $2.9M |
| Jane Street Group, LLC | 0.00% | Reduce -47.2% | 98,954 | $2.9M |
| Cobblestone Capital Advisors LLC | 0.17% | Add +0.0% | 97,256 | $2.8M |
| TD Private Client Wealth LLC | 0.09% | Reduce -3.3% | 97,068 | $2.8M |
| Daymark Wealth Partners, LLC | 0.13% | Add +259.5% | 96,440 | $2.8M |
| Joel Isaacson & Co., LLC | 0.15% | Reduce -1.2% | 95,867 | $2.8M |
| Elgethun Capital Management | 0.70% | Add +1.3% | 95,727 | $2.8M |
| Prevail Innovative Wealth Advisors, LLC | 0.98% | Reduce -3.0% | 95,623 | $2.8M |
| AlphaQ Advisors LLC | 8.12% | Reduce -2.3% | 94,711 | $2.7M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +13.9% | 93,552 | $2.7M |
| Castleark Management LLC | 0.11% | No change | 93,321 | $2.7M |
| Legacy Advisors, LLC | 0.33% | Add +1.0% | 93,081 | $2.7M |
| National Philanthropic Trust | 0.05% | Reduce -50.5% | 91,765 | $2.7M |
| Choreo, LLC | 0.04% | Add +170.9% | 91,537 | $2.7M |
| Tufton Capital Management | 0.51% | Reduce -6.2% | 91,014 | $2.6M |
| IFP Advisors, Inc | 0.10% | Add +235.1% | 90,979 | $2.6M |
| Macquarie Group Ltd. | 0.00% | Reduce -2.9% | 90,925 | $2.6M |
| Neville Rodie & Shaw Inc. | 0.20% | Reduce -1.1% | 90,591 | $2.6M |
| Hilltop Holdings Inc. | 0.31% | Reduce -1.1% | 90,557 | $2.6M |
| Hutner Capital Management Inc. | 1.44% | Reduce -0.3% | 90,554 | $2.6M |
| Osterweis Capital Management Inc. | 0.17% | No change | 89,280 | $2.6M |
| Howard Financial Services, LTD. | 0.42% | Add +1.7% | 89,172 | $2.6M |
| First Heartland Consultants, Inc. | 0.25% | Add +1.4% | 122,786 | $2.6M |
| Tritonpoint Wealth, LLC | 0.24% | Reduce -21.5% | 87,616 | $2.5M |
| Cowa, LLC | 1.33% | Add +0.0% | 85,769 | $2.5M |
| Verity & Verity, LLC | 0.27% | Reduce -2.9% | 84,809 | $2.5M |
| Rollins Financial Advisors, LLC | 0.42% | Add +70.8% | 84,592 | $2.5M |
| Bokf, NA | 0.04% | Add +1.9% | 84,586 | $2.5M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +1.6% | 84,027 | $2.4M |
| Advisors Asset Management, Inc. | 0.05% | Add +4.2% | 82,264 | $2.4M |
| Pacer Advisors, Inc. | 0.01% | Add +5.2% | 81,517 | $2.4M |
| Pinnacle Holdings, LLC | 1.10% | Reduce -0.9% | 81,409 | $2.4M |
| Walleye Capital LLC | 0.03% | Reduce -6.0% | 78,986 | $2.3M |
| Buckingham Strategic Wealth, LLC | 0.02% | Add +8.4% | 78,809 | $2.3M |
| GM Advisory Group, LLC | 0.15% | Add +0.1% | 78,773 | $2.3M |
| Nexpoint Asset Management, L.P. | 0.30% | No change | 78,631 | $2.3M |
| Creegan & Nassoura Financial Group, LLC | 1.56% | Reduce -0.9% | 78,526 | $2.3M |
| Wolverine Trading, LLC | 0.04% | Add +156.3% | 78,356 | $2.3M |
| Teamwork Financial Advisors, LLC | 0.34% | Reduce -53.4% | 78,166 | $2.3M |
| Huntington National Bank | 0.02% | Add +2.4% | 77,984 | $2.3M |
| Pitcairn Co. | 0.14% | No change | 77,693 | $2.3M |
| Cullen/Frost Bankers, Inc. | 0.03% | No change | 77,662 | $2.3M |
| Samalin Investment Counsel, LLC | 1.05% | Reduce -9.6% | 77,373 | $2.2M |
| Ameritas Advisory Services, LLC | 0.08% | Add +0.7% | 76,972 | $2.2M |
| Foundations Investment Advisors, LLC | 0.05% | Reduce -4.8% | 75,960 | $2.2M |
| Flagship Harbor Advisors, LLC | 0.13% | Add +5.0% | 75,957 | $2.2M |
| Lindbrook Capital, LLC | 0.21% | Add +5.8% | 75,766 | $2.2M |
| Blue Trust, Inc. | 0.03% | Add +0.8% | 75,230 | $2.2M |
| Van Eck Associates Corp. | 0.00% | Add +19.6% | 75,730 | $2.2M |
| Granby Capital Management, LLC | 1.24% | No change | 75,000 | $2.2M |
| Natixis | 0.01% | No change | 74,872 | $2.2M |
| Banco Santander, S.A. | 0.03% | Add +471.6% | 74,299 | $2.2M |
| Intrua Financial, LLC | 0.35% | Reduce -2.2% | 74,006 | $2.1M |
| Evanson Asset Management, LLC | 0.16% | Reduce -6.8% | 73,926 | $2.1M |
| Everett Harris & Co. | 0.03% | Reduce -5.7% | 73,889 | $2.1M |
| Curi Capital, LLC | 0.05% | Reduce -26.9% | 73,489 | $2.1M |
| GraniteShares Advisors LLC | 0.71% | Add +14.3% | 73,420 | $2.1M |
| Haverford Trust Co | 0.02% | Add +3.0% | 73,359 | $2.1M |
| Chatham Capital Group, Inc. | 0.37% | Reduce -2.4% | 73,277 | $2.1M |
| Edmp, Inc. | 1.92% | Reduce -2.0% | 73,012 | $2.1M |
| KKM Financial LLC | 1.00% | Add +1.0% | 72,794 | $2.1M |
| Chiron Capital Management, LLC | 2.00% | Add +0.3% | 72,273 | $2.1M |
| Meixler Investment Management, Ltd. | 1.61% | Add +0.1% | 72,250 | $2.1M |
| Clear Rock Advisors, LLC | 0.88% | Add +8.9% | 71,273 | $2.1M |
| SL Advisors, LLC | 4.06% | Reduce -1.7% | 70,838 | $2.1M |
| Level Four Advisory Services, LLC | 0.09% | Reduce -2.9% | 70,090 | $2.0M |
| Basso Capital Management, L.P. | 1.80% | No change | 69,077 | $2.0M |
| RS Crum Inc. | 0.52% | No change | 68,703 | $2.0M |
| Cannell & Spears LLC | 0.04% | No change | 67,675 | $2.0M |
| IFG Advisory, LLC | 0.13% | Reduce -17.1% | 67,354 | $2.0M |
| Cwm, LLC | 0.01% | Add +39.0% | 66,454 | $1.9M |
| Horizon Kinetics Asset Management LLC | 0.03% | Reduce -12.4% | 66,258 | $1.9M |
| Bramshill Investments, LLC | 0.21% | Reduce -3.3% | 66,104 | $1.9M |
| Sowell Financial Services LLC | 0.09% | Add +0.9% | 65,979 | $1.9M |
| Charles Schwab Trust Co | 0.18% | Reduce -6.0% | 65,718 | $1.9M |
| United Advisor Group, LLC | 0.59% | Add +7.3% | 65,274 | $1.9M |
| Leavell Investment Management, Inc. | 0.10% | Reduce -1.2% | 65,089 | $1.9M |
| Optimist Retirement Group LLC | 0.99% | Add +0.7% | 64,928 | $1.9M |
| Chilton Investment Co. Inc. | 0.05% | No change | 64,814 | $1.9M |
| MADDEN SECURITIES Corp | 0.83% | Add +0.1% | 64,673 | $1.9M |
| Covenant Asset Management, LLC | 0.42% | Reduce -4.7% | 64,104 | $1.9M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +1.0% | 63,938 | $1.9M |
| Orleans Capital Management Corp. | 1.18% | Reduce -0.4% | 63,888 | $1.9M |
| Callahan Advisors, LLC | 0.19% | Add +254.0% | 63,204 | $1.8M |
| Avidian Wealth Enterprises, LLC | 0.09% | Add +34.7% | 62,772 | $1.8M |
| Clarus Group, Inc. | 0.80% | Reduce -5.4% | 62,714 | $1.8M |
| ORG Partners LLC | 0.23% | Add +7.2% | 62,441 | $1.8M |
| Smith, Moore & Co. | 0.19% | Add +1.7% | 62,148 | $1.8M |
| Palisade Capital Management, LP | 0.06% | No change | 62,042 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +192.6% | 61,983 | $1.8M |
| Edge Capital Group, LLC | 0.09% | Add +2.1% | 61,590 | $1.8M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -15.7% | 61,500 | $1.8M |
| SYSTM Wealth Solutions LLC | 0.40% | Reduce -38.4% | 61,199 | $1.8M |
| IHT Wealth Management, LLC | 0.07% | Reduce -0.4% | 60,985 | $1.8M |
| C2C Wealth Management, LLC | 1.71% | No change | 60,396 | $1.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.8% | 60,147 | $1.7M |
| Pinnacle West Asset Management, Inc. | 1.35% | No change | 59,807 | $1.7M |
| Sheaff Brock Investment Advisors, LLC | 0.16% | Reduce -6.6% | 59,428 | $1.7M |
| Avion Wealth | 0.47% | No change | 58,666 | $1.7M |
| ELCO Management Co., LLC | 0.98% | Add +0.4% | 58,163 | $1.7M |
| Silverberg Bernstein Capital Management LLC | 1.61% | No change | 57,480 | $1.7M |
| Stock Yards Bank & Trust Co. | 0.06% | Reduce -2.8% | 57,344 | $1.7M |
| Moody National Bank Trust Division | 0.13% | Reduce -37.0% | 57,238 | $1.7M |
| Quadrant Private Wealth Management, LLC | 0.38% | Add +2.3% | 57,228 | $1.7M |
| Obermeyer Wealth Partners | 0.09% | No change | 56,605 | $1.6M |
| Belpointe Asset Management LLC | 0.11% | Reduce -20.5% | 56,562 | $1.6M |
| Fiducient Advisors LLC | 0.23% | Add +18.1% | 56,358 | $1.6M |
| Voya Financial Advisors, Inc. | 0.18% | Reduce -5.7% | 56,305 | $1.6M |
| Applied Capital LLC | 1.42% | Add +54.2% | 56,126 | $1.6M |
| Greenline Partners, LLC | 0.25% | Add +36.4% | 55,753 | $1.6M |
| Vaughan Nelson Investment Management, L.P. | 0.01% | No change | 55,760 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Add +11.4% | 55,549 | $1.6M |
| Sonora Investment Management Group, LLC | 0.13% | No change | 54,863 | $1.6M |
| Busey Bank | 0.05% | Add +47.7% | 55,088 | $1.6M |
| UMB Bank, n.a. | 0.03% | Reduce -1.4% | 55,063 | $1.6M |
| F&V Capital Management, LLC | 0.46% | No change | 53,959 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +10.3% | 53,846 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.17% | Add +2.5% | 53,820 | $1.6M |
| SpiderRock Advisors, LLC | 0.04% | Add +10.3% | 53,418 | $1.5M |
| TD Waterhouse Canada Inc. | 0.01% | Add +0.2% | 53,430 | $1.5M |
| Cibc World Market Inc. | 0.00% | Add +3.8% | 53,267 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.12% | Reduce -1.2% | 52,962 | $1.5M |
| Meridian Wealth Advisors, LLC | 0.27% | Reduce -0.1% | 52,848 | $1.5M |
| Kornitzer Capital Management Inc. | 0.03% | No change | 52,650 | $1.5M |
| Argent Advisors, Inc. | 0.61% | No change | 52,605 | $1.5M |
| Cadence Bank | 0.11% | Add +0.3% | 52,586 | $1.5M |
| Mitchell McLeod Pugh & Williams Inc. | 0.35% | No change | 52,568 | $1.5M |
| Bryn Mawr Trust Advisors, LLC | 0.08% | No change | 52,357 | $1.5M |
| R.H. Dinel Investment Counsel, Inc. | 0.97% | No change | 52,350 | $1.5M |
| Roanoke Asset Management Corp./ NY | 0.51% | Add +0.1% | 52,250 | $1.5M |
| E&G Advisors, LLC | 0.44% | Reduce -0.9% | 51,635 | $1.5M |
| Bessemer Group Inc. | 0.00% | Add +5.1% | 51,367 | $1.5M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Reduce -7.8% | 50,611 | $1.5M |
| Patten Group, Inc. | 0.34% | Add +4.5% | 50,263 | $1.5M |
| Lakewood Asset Management LLC | 1.01% | Reduce -2.0% | 50,153 | $1.5M |
| GFS Advisors, LLC | 0.23% | Reduce -98.8% | 600 | $1.4M |
| American Assets Investment Management, LLC | 0.14% | No change | 50,000 | $1.4M |
| Clearstead Advisors, LLC | 0.02% | Add +150.1% | 49,943 | $1.4M |
| Lee Financial Co | 0.24% | Add +1.2% | 49,940 | $1.4M |
| Quantum Portfolio Management LLC | 0.83% | Reduce -7.1% | 49,838 | $1.4M |
| One Charles Private Wealth Services, LLC | 0.60% | Add +8.2% | 49,628 | $1.4M |
| CMG Global Holdings, LLC | 0.95% | Add +0.1% | 49,337 | $1.4M |
| Quantum Private Wealth, LLC | 0.50% | Add +0.4% | 48,492 | $1.4M |
| Schnieders Capital Management LLC | 0.28% | Reduce -0.3% | 48,353 | $1.4M |
| Pennsylvania Capital Management Inc. | 0.54% | Reduce -0.7% | 48,286 | $1.4M |
| Capital Investment Advisory Services, LLC | 0.14% | Add +7.0% | 48,234 | $1.4M |
| Moloney Securities Asset Management, LLC | 0.20% | Add +78.5% | 47,789 | $1.4M |
| Moseley Investment Management Inc. | 0.64% | Reduce -2.9% | 47,594 | $1.4M |
| XTX Topco Ltd | 0.12% | New | 47,380 | $1.4M |
| LMCG Investments, LLC | 0.08% | Reduce -0.5% | 47,317 | $1.4M |
| Transform Wealth, LLC | 0.10% | Reduce -5.1% | 46,788 | $1.4M |
| Capital City Trust Co. | 0.37% | Add +2.6% | 46,738 | $1.4M |
| McElhenny Sheffield Capital Management, LLC | 0.47% | Add +0.0% | 46,653 | $1.4M |
| Arkadios Wealth Advisors | 0.09% | New | 46,571 | $1.3M |
| VELA Investment Management, LLC | 0.48% | Reduce -17.6% | 46,541 | $1.3M |
| Parkwood LLC | 0.17% | Add +7.8% | 46,273 | $1.3M |
| Pinnacle Financial Partners Inc | 0.03% | Reduce -0.1% | 46,213 | $1.3M |
| Silver Lake Advisory, LLC | 0.33% | Add +1.5% | 46,149 | $1.3M |
| 1776 Wealth LLC | 0.60% | New | 45,953 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Add +8.1% | 45,635 | $1.3M |
| Parkside Financial Bank & Trust | 0.21% | Reduce -3.8% | 45,028 | $1.3M |
| Round Rock Advisors LLC | 0.32% | No change | 44,800 | $1.3M |
| Wellington Shields & Co., LLC | 0.42% | Reduce -7.7% | 44,170 | $1.3M |
| Jamison Private Wealth Management, Inc. | 0.21% | Add +0.2% | 44,080 | $1.3M |
| International Assets Investment Management, LLC | 0.12% | Reduce -1.1% | 43,577 | $1.3M |
| Red Door Wealth Management, LLC | 0.22% | Reduce -13.0% | 43,493 | $1.3M |
| Atria Investments, Inc | 0.02% | Reduce -41.6% | 43,291 | $1.3M |
| Mgo One Seven LLC | 0.06% | Add +18.9% | 43,098 | $1.2M |
| Levy Wealth Management Group, LLC | 0.32% | Add +0.3% | 43,025 | $1.2M |
| Country Club Bank | 0.09% | Reduce -1.9% | 42,995 | $1.2M |
| Global Retirement Partners, LLC | 0.04% | Reduce -18.7% | 42,832 | $1.2M |
| Objectivity Squared, LLC | 0.95% | Add +1.8% | 41,818 | $1.2M |
| Brown Brothers Harriman & Co. | 0.01% | Add +0.8% | 42,492 | $1.2M |
| Essex Financial Services, Inc. | 0.09% | Add +74.8% | 41,548 | $1.2M |
| SeaBridge Investment Advisors LLC | 0.32% | Reduce -1.0% | 41,972 | $1.2M |
| Synovus Financial Corp. | 0.02% | Reduce -22.0% | 41,779 | $1.2M |
| Bogart Wealth, LLC | 0.06% | Add +1.1% | 41,200 | $1.2M |
| Sweet Financial Partners, LLC | 0.27% | Reduce -0.9% | 41,194 | $1.2M |
| Gsa Capital Partners LLP | 0.08% | Add +85.9% | 40,958 | $1.2M |
| Lanark Financial, Inc. | 0.11% | Add +4.0% | 40,703 | $1.2M |
| Narwhal Capital Management | 0.11% | No change | 40,600 | $1.2M |
| Pointe Capital Management LLC | 0.73% | Add +0.1% | 40,504 | $1.2M |
| Magnus Financial Group LLC | 0.13% | Add +3.9% | 40,389 | $1.2M |
| Geneva Partners, LLC | 0.48% | No change | 40,250 | $1.2M |
| Asset Dedication, LLC | 0.08% | Add +2.1% | 40,204 | $1.2M |
| Grassi Investment Management | 0.10% | Reduce -2.4% | 40,200 | $1.2M |
| Novak & Powell Financial Services, Inc. | 0.71% | Add +1.6% | 39,658 | $1.1M |
| Sigma Planning Corp | 0.04% | Add +5.9% | 39,226 | $1.1M |
| Optimum Investment Advisors | 0.51% | Reduce -6.4% | 39,121 | $1.1M |
| Veracity Capital LLC | 0.47% | Add +1.5% | 39,051 | $1.1M |
| Trinity Legacy Partners, LLC | 0.32% | Reduce -0.1% | 38,850 | $1.1M |
| TCW Group Inc. | 0.01% | Reduce -1.4% | 38,393 | $1.1M |
| Overbrook Management Corp | 0.28% | Reduce -3.4% | 38,241 | $1.1M |
| Albert D Mason Inc. | 0.74% | Reduce -29.4% | 37,885 | $1.1M |
| Griffin Asset Management, Inc. | 0.13% | Add +3.5% | 37,805 | $1.1M |
| Wilkinson Global Asset Management LLC | 0.07% | No change | 37,800 | $1.1M |
| Ascentis Independent Advisors | 0.23% | — | 37,341 | $1.1M |
| Stokes Capital Advisors, LLC | 0.30% | No change | 36,778 | $1.1M |
| DF Dent & Co. Inc. | 0.01% | Add +0.5% | 36,772 | $1.1M |
| Waterfront Wealth Inc. | 0.29% | Add +1.4% | 36,699 | $1.1M |
| Fidelis Capital Partners, LLC | 0.15% | Add +67.3% | 36,776 | $1.1M |
| Searle & Co. | 0.25% | No change | 36,288 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.17% | Reduce -0.6% | 36,247 | $1.1M |
| Whitener Capital Management, Inc. | 0.32% | Add +3.5% | 35,911 | $1.0M |
| Anchor Investment Management, LLC | 0.11% | Reduce -2.7% | 35,835 | $1.0M |
| CW Advisors, LLC | 0.02% | Add +0.8% | 35,813 | $1.0M |
| Cascade Financial Partners, LLC | 0.14% | No change | 35,809 | $1.0M |
| HM Payson & Co. | 0.02% | No change | 35,392 | $1.0M |
| Matthew Goff Investment Advisor, LLC | 0.21% | Add +379.7% | 35,261 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Add +7.9% | 35,159 | $1.0M |
| Wesbanco Bank Inc. | 0.04% | Add +0.1% | 35,068 | $1.0M |
| AE Wealth Management LLC | 0.01% | Add +67.6% | 35,024 | $1.0M |
| Beverly Hills Private Wealth, LLC | 0.22% | Reduce -4.0% | 34,971 | $1.0M |
| Perissos Private Wealth Management, LLC | 0.91% | Reduce -3.4% | 34,961 | $1.0M |
| NTV Asset Management LLC | 0.14% | No change | 34,506 | $1000K |
| Chicago Capital, LLC | 0.03% | No change | 34,018 | $986K |
| Northern Financial Advisors Inc | 0.79% | No change | 33,924 | $983K |
| SteelPeak Wealth, LLC | 0.05% | Reduce -0.2% | 33,900 | $982K |
| Aull & Monroe Investment Management Corp | 0.48% | No change | 33,831 | $980K |
| Galvin, Gaustad & Stein, LLC | 0.09% | Add +13.4% | 33,810 | $980K |
| Transcend Capital Advisors, LLC | 0.07% | Add +26.3% | 33,781 | $979K |
| Merit Financial Group, LLC | 0.02% | Add +7.7% | 33,741 | $978K |
| Quadrant Capital Group LLC | 0.07% | No change | 33,346 | $966K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 33,314 | $965K |
| Kingsview Wealth Management, LLC | 0.02% | Add +0.8% | 33,161 | $961K |
| NorthRock Partners, LLC | 0.04% | Add +0.5% | 33,152 | $961K |
| Hartford Financial Management Inc. | 0.20% | Reduce -0.3% | 32,645 | $946K |
| WCG Wealth Advisors LLC | 0.07% | Add +17.1% | 32,541 | $943K |
| Associated Banc-Corp | 0.03% | Add +0.3% | 32,445 | $940K |
| Valley National Advisers Inc. | 0.14% | Add +0.1% | 32,455 | $940K |
| FSM Wealth Advisors, LLC | 0.31% | Reduce -5.7% | 32,401 | $939K |
| Arete Wealth Advisors, LLC | 0.08% | Add +4.9% | 32,266 | $934K |
| Financial Counselors Inc. | 0.01% | Add +2.0% | 31,972 | $927K |
| Wedmont Private Capital | 0.06% | Add +2.2% | 31,377 | $922K |
| Spire Wealth Management | 0.03% | Reduce -30.5% | 31,755 | $920K |
| Frisch Financial Group, Inc. | 0.28% | No change | 31,652 | $917K |
| Summit Financial, LLC | 0.04% | Add +72.7% | 31,558 | $915K |
| CFO4Life Group, LLC | 0.17% | Add +2.4% | 31,378 | $909K |
| Stablepoint Partners, LLC | 0.18% | Reduce -6.2% | 30,418 | $903K |
| Monetary Management Group Inc. | 0.24% | No change | 31,160 | $903K |
| Callan Capital, LLC | 0.07% | Add +32.8% | 31,057 | $900K |
| Fiduciary Trust Co | 0.01% | No change | 30,818 | $893K |
| Tyche Wealth Partners LLC | 0.22% | Reduce -6.3% | 30,812 | $893K |
| South Street Advisors LLC | 0.13% | No change | 30,680 | $889K |
| Harbour Investments, Inc. | 0.03% | Reduce -1.1% | 30,501 | $884K |
| WealthTrust Axiom LLC | 0.29% | Add +0.1% | 30,246 | $877K |
| Hilltop National Bank | 0.28% | No change | 30,177 | $875K |
| Ami Investment Management Inc. | 0.30% | Reduce -1.6% | 30,042 | $871K |
| Atalanta Sosnoff Capital, LLC | 0.02% | Reduce -45.5% | 30,000 | $869K |
| Mather Group, Llc. | 0.01% | Add +9.3% | 29,784 | $869K |
| Kovack Advisors, Inc. | 0.10% | Reduce -15.2% | 29,977 | $869K |
| Russell Investments Group, Ltd. | 0.00% | Add +3.4% | 29,965 | $868K |
| Requisite Capital Management, LLC | 0.20% | Reduce -2.8% | 29,867 | $866K |
| CENTRAL TRUST Co | 0.02% | Reduce -4.6% | 29,820 | $864K |
| Venture Visionary Partners LLC | 0.04% | Add +11.5% | 29,758 | $862K |
| Allen Wealth Management, LLC | 0.77% | No change | 29,721 | $861K |
| Smart Money Group LLC | 0.31% | Add +13.7% | 29,753 | $859K |
| Vista Investment Partners LLC | 0.29% | No change | 29,578 | $857K |
| Cresta Advisors, Ltd. | 0.51% | Add +6.5% | 29,570 | $857K |
| Advisor OS, LLC | 0.09% | Add +1.3% | 29,485 | $854K |
| Tiaa Trust, National Association | 0.00% | Add +5.2% | 29,375 | $851K |
| Quad-Cities Investment Group, LLC | 0.47% | Add +0.8% | 29,351 | $851K |
| Waters Parkerson & Co., LLC | 0.05% | Reduce -8.3% | 29,342 | $850K |
| Welch & Forbes LLC | 0.01% | Reduce -11.0% | 29,158 | $847K |
| Beam Wealth Advisors, Inc. | 0.28% | New | 29,151 | $845K |
| McAdam, LLC | 0.05% | Add +1.3% | 28,670 | $831K |
| Pasadena Private Wealth, LLC | 0.19% | Add +0.5% | 28,648 | $830K |
| Virtus Advisers, LLC | 0.41% | Add +2.2% | 28,609 | $829K |
| Rockwood Wealth Management, LLC | 0.10% | No change | 28,541 | $827K |
| Forum Financial Management, LP | 0.01% | Reduce -3.9% | 28,326 | $821K |
| Claro Advisors Inc. | 0.13% | Add +3.7% | 28,278 | $819K |
| Rede Wealth, LLC | 0.75% | Add +0.3% | 28,277 | $819K |
| Plan Group Financial, LLC | 0.50% | Add +74.1% | 28,260 | $819K |
| Home Federal Bank of Tennessee | 0.25% | Add +1.6% | 28,066 | $813K |
| Brookstone Capital Management | 0.01% | Add +3.8% | 27,149 | $807K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -8.6% | 27,698 | $803K |
| Principal Securities, Inc. | 0.02% | Add +0.6% | 27,445 | $795K |
| West Michigan Advisors, LLC | 0.25% | Add +24.5% | 27,413 | $794K |
| Geneos Wealth Management Inc. | 0.04% | Add +25.5% | 27,316 | $792K |
| Brighton Jones LLC | 0.03% | Add +5.9% | 27,208 | $788K |
| Ranch Capital Advisors Inc. | 0.41% | Add +1.5% | 27,175 | $788K |
| World Investment Advisors | 0.05% | Add +75.7% | 26,911 | $780K |
| Investors Research Corp | 0.18% | Reduce -0.7% | 26,875 | $779K |
| Platform Technology Partners | 0.27% | — | 26,805 | $777K |
| Burford Brothers, Inc. | 0.44% | Add +20.1% | 26,312 | $763K |
| Guyasuta Investment Advisors Inc. | 0.06% | No change | 28,808 | $759K |
| Vernal Point Advisors, LLC | 0.54% | No change | 26,000 | $753K |
| Turtle Creek Wealth Advisors, LLC | 0.17% | Add +20.3% | 25,955 | $752K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.21% | No change | 25,949 | $752K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -70.4% | 25,888 | $750K |
| Evermay Wealth Management LLC | 0.12% | No change | 25,850 | $749K |
| White Pine Investment CO | 0.22% | No change | 25,780 | $747K |
| HBW Advisory Services LLC | 0.12% | Reduce -4.0% | 25,535 | $740K |
| Mission Wealth Management, LP | 0.02% | Add +23.4% | 25,524 | $740K |
| Firestone Capital Management | 0.20% | Reduce -0.8% | 25,503 | $739K |
| Bank of Montreal | 0.00% | Add +2.3% | 25,371 | $739K |
| Heritage Investors Management Corp. | 0.03% | Reduce -0.6% | 25,160 | $729K |
| Summit Trail Advisors, LLC | 0.02% | Add +158.7% | 25,113 | $728K |
| Perritt Capital Management Inc | 0.40% | Add +22.5% | 25,104 | $728K |
| RBF Capital, LLC | 0.04% | No change | 25,000 | $725K |
| Mill Creek Capital Advisors, LLC | 0.02% | Reduce -1.3% | 24,948 | $723K |
| Almanack Investment Partners, LLC. | 0.12% | No change | 24,901 | $722K |
| Ellenbecker Investment Group | 0.15% | Reduce -6.5% | 24,873 | $721K |
| Muhlenkamp & Co. Inc. | 0.22% | No change | 24,855 | $720K |
| Stockman Wealth Management, Inc. | 0.13% | Reduce -25.7% | 24,722 | $716K |
| Aspen Grove Capital, LLC | 0.17% | Add +0.1% | 24,360 | $706K |
| Crawford Investment Counsel Inc. | 0.01% | No change | 24,349 | $706K |
| Olistico Wealth, LLC | 0.45% | No change | 24,242 | $703K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +20.3% | 24,215 | $702K |
| Bison Wealth, LLC | 0.11% | No change | 24,041 | $702K |
| Per Stirling Capital Management, LLC. | 0.11% | Add +0.1% | 24,193 | $701K |
| KCM Investment Advisors LLC | 0.03% | Add +0.4% | 24,172 | $700K |
| BBR Partners, LLC | 0.06% | No change | 24,150 | $700K |
| Merrion Investment Management Co, LLC | 0.48% | Add +0.4% | 24,025 | $696K |
| Mayflower Financial Advisors, LLC | 0.11% | Add +0.2% | 24,004 | $696K |
| Pine Valley Investments Ltd Liability Co | 0.05% | No change | 23,990 | $695K |
| Ieq Capital, LLC | 0.01% | Add +7.8% | 23,778 | $689K |
| LRI Investments, LLC | 0.08% | Add +22.7% | 23,728 | $688K |
| Sabal Trust CO | 0.04% | No change | 23,559 | $683K |
| Addis & Hill, Inc | 0.56% | No change | 23,321 | $677K |
| Goodman Financial Corp | 0.15% | No change | 23,341 | $676K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -7.1% | 23,326 | $676K |
| Leo Wealth, LLC | 0.07% | Add +0.2% | 23,253 | $674K |
| Balentine LLC | 0.03% | Reduce -10.2% | 23,249 | $674K |
| Fisher Asset Management | 0.00% | Add +59.8% | 23,196 | $672K |
| Ellis Investment Partners, LLC | 0.14% | Add +1.5% | 23,167 | $671K |
| Ipswich Investment Management Co., Inc. | 0.16% | No change | 23,127 | $670K |
| Wealth Alliance, LLC | 0.09% | Reduce -10.6% | 22,935 | $665K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +33.2% | 22,910 | $664K |
| Austin Wealth Management, LLC | 0.16% | No change | 22,718 | $663K |
| Tranquility Partners, LLC | 0.25% | Add +7.3% | 22,858 | $662K |
| Tidal Investments LLC | 0.01% | Add +26.1% | 22,775 | $660K |
| RiverGlades Family Offices LLC | 0.51% | No change | 22,723 | $659K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -3.4% | 22,681 | $657K |
| Rehmann Capital Advisory Group | 0.05% | Add +25.7% | 22,649 | $656K |
| Cascade Investment Advisors, Inc. | 0.44% | No change | 22,626 | $656K |
| Shepherd Kaplan Krochuk, LLC | 0.52% | No change | 22,538 | $653K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -1.4% | 22,323 | $647K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -8.6% | 22,317 | $647K |
| Morton Capital Management LLC | 0.15% | Add +1.0% | 22,244 | $645K |
| TBH Global Asset Management, LLC | 0.14% | Add +14.4% | 22,238 | $644K |
| Samjo Management, LLC | 0.24% | Add +2.3% | 22,100 | $640K |
| Private Trust Co. NA | 0.07% | Add +0.4% | 22,042 | $639K |
| Ellsworth Advisors, LLC | 0.18% | Add +1.8% | 21,959 | $636K |
| Epiq Partners, LLC | 0.43% | No change | 21,860 | $634K |
| Advus Financial Partners, LLC | 0.19% | No change | 21,834 | $633K |
| First Horizon Advisors, Inc. | 0.02% | No change | 21,833 | $633K |
| Archer Investment Corp | 0.18% | Add +0.1% | 21,640 | $627K |
| Personal Cfo Solutions, LLC | 0.10% | Add +0.1% | 21,586 | $626K |
| Fortem Financial Group, LLC | 0.27% | Add +0.7% | 21,569 | $625K |
| Powers Advisory Group, LLC | 0.34% | Add +1.3% | 21,542 | $624K |
| American National Bank & Trust | 0.08% | Add +5.1% | 21,509 | $623K |
| Sargent Investment Group, LLC | 0.13% | Reduce -2.7% | 21,405 | $620K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 21,218 | $615K |
| Charter Research & Investment Group, Inc. | 0.48% | No change | 21,160 | $613K |
| Pegasus Partners Ltd. | 0.06% | No change | 21,123 | $612K |
| PSI Advisors, LLC | 0.19% | Add +2.1% | 21,085 | $611K |
| Jacobi Capital Management LLC | 0.05% | Add +1.6% | 21,065 | $610K |
| Walter & Keenan Wealth Management LLC /in/ | 0.19% | Reduce -4.5% | 21,048 | $610K |
| Bleakley Financial Group, LLC | 0.02% | Add +0.8% | 21,009 | $609K |
| Simplicity Wealth,LLC | 0.01% | Add +0.8% | 21,009 | $609K |
| Pettinga Financial Advisors LLC | 0.15% | Reduce -2.8% | 21,009 | $609K |
| RDA Financial Network | 0.20% | Reduce -1.3% | 20,957 | $607K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +19.8% | 20,930 | $607K |
| Silvia McColl Wealth Management, LLC | 0.50% | No change | 20,862 | $605K |
| Brown Miller Wealth Management, LLC | 0.25% | Add +0.1% | 20,800 | $603K |
| Beaird Harris Wealth Management, LLC | 0.06% | No change | 20,800 | $603K |
| Tradition Wealth Management, LLC | 0.06% | Add +1.0% | 20,733 | $601K |
| Zega Financial, LLC | 0.22% | Add +10.0% | 20,526 | $595K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.23% | Reduce -6.6% | 19,962 | $590K |
| BSW Wealth Partners | 0.10% | Add +0.5% | 20,290 | $588K |
| J.P. Marvel Investment Advisors, LLC | 0.10% | No change | 20,247 | $587K |
| MTM Investment Management, LLC | 0.24% | Reduce -6.9% | 20,197 | $585K |
| Angeles Wealth Management, LLC | 0.05% | Add +12.2% | 20,195 | $585K |
| Patriot Investment Management Group, Inc. | 0.05% | Reduce -10.5% | 20,118 | $583K |
| Liberty Capital Management, Inc. | 0.14% | No change | 20,054 | $581K |
| Cresset Asset Management, LLC | 0.00% | No change | 20,048 | $581K |
| Romano Brothers and Company | 0.08% | No change | 20,008 | $580K |
| Apollon Financial, LLC | 0.19% | Add +73.9% | 20,000 | $580K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | No change | 20,000 | $580K |
| Avantax Planning Partners, Inc. | 0.02% | Add +2.7% | 19,974 | $579K |
| Integrated Advisors Network LLC | 0.03% | Add +17.7% | 19,884 | $576K |
| Alliancebernstein L.P. | 0.00% | Add +16.0% | 19,713 | $571K |
| Guggenheim Capital LLC | 0.00% | Add +7.3% | 19,626 | $569K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -11.8% | 19,590 | $568K |
| Sippican Capital Advisors | 0.45% | No change | 19,555 | $567K |
| Register Financial Advisors LLC | 0.29% | Add +18.6% | 19,550 | $567K |
| North Star Investment Management Corp. | 0.04% | Reduce -2.1% | 19,537 | $566K |
| King Wealth Management Group | 0.09% | No change | 19,526 | $566K |
| Hyman Charles D | 0.03% | No change | 19,500 | $565K |
| Modus Advisors, LLC | 0.20% | Add +0.0% | 19,456 | $564K |
| Milestone Asset Management, LLC | 0.14% | Add +6.9% | 19,394 | $562K |
| JFG Wealth Management, LLC | 0.16% | New | 19,380 | $562K |
| Townsend Asset Management Corp. /NC/ | 0.22% | Add +6.5% | 19,361 | $561K |
| FineMark National Bank & Trust | 0.02% | Reduce -7.3% | 18,913 | $548K |
| Clare Market Investments LLC | 0.15% | Add +40.6% | 18,861 | $547K |
| Steele Capital Management, Inc. | 0.03% | Add +2.7% | 18,847 | $546K |
| Reynders McVeigh Capital Management, LLC | 0.03% | Reduce -3.8% | 18,846 | $546K |
| Davis Investment Partners, LLC | 0.22% | Add +0.4% | 18,540 | $545K |
| Davis R M Inc. | 0.01% | Reduce -4.9% | 18,770 | $544K |
| Westover Capital Advisors, LLC | 0.14% | No change | 18,744 | $543K |
| Chapin Davis, Inc. | 0.19% | Reduce -4.1% | 18,718 | $542K |
| Albion Financial Group | 0.04% | Add +0.7% | 18,712 | $542K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -10.7% | 18,700 | $542K |
| Redwood Wealth Management Group, LLC | 0.41% | Add +1.1% | 18,693 | $542K |
| St Germain D J Co. Inc. | 0.03% | Reduce -8.1% | 18,570 | $538K |
| TCV Trust & Wealth Management, Inc. | 0.05% | No change | 18,450 | $535K |
| Hodges Capital Management Inc. | 0.04% | No change | 18,417 | $534K |
| Eagle Ridge Investment Management | 0.05% | Reduce -12.8% | 18,332 | $531K |
| First Hawaiian Bank | 0.02% | Add +0.1% | 18,259 | $529K |
| Fiduciary Group, LLC | 0.06% | Reduce -1.0% | 18,247 | $529K |
| Capital Advisory Group Advisory Services, LLC | 0.23% | Add +36.5% | 18,220 | $528K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 18,187 | $527K |
| Garrison Bradford & Associates Inc. | 0.54% | Add +0.6% | 18,183 | $527K |
| Natixis Advisors, LLC | 0.00% | Add +48.4% | 18,048 | $523K |
| Partners Group Holding AG | 0.04% | Reduce -11.5% | 18,008 | $522K |
| Violich Capital Management, Inc. | 0.07% | No change | 17,950 | $520K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -23.1% | 17,910 | $519K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +6.9% | 17,905 | $519K |
| Collaborative Wealth Managment Inc. | 0.25% | Add +7.3% | 17,841 | $517K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Add +29.3% | 17,826 | $517K |
| Schmidt P J Investment Management Inc. | 0.09% | No change | 17,760 | $515K |
| NBT Bank, N.A. | 0.04% | No change | 17,748 | $514K |
| Townsquare Capital LLC | 0.01% | Add +29.3% | 17,717 | $513K |
| Modera Wealth Management, LLC | 0.01% | Reduce -2.0% | 17,708 | $513K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 17,706 | $513K |
| United Asset Strategies, Inc. | 0.05% | Add +1.5% | 17,704 | $513K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 17,699 | $513K |
| Walker Asset Management, LLC | 0.34% | Add +1.8% | 17,653 | $512K |
| Canton Hathaway, LLC | 0.14% | No change | 17,600 | $510K |
| Advisors Management Group Inc. | 0.13% | Reduce -0.6% | 17,516 | $508K |
| Smithfield Trust Co | 0.03% | Add +6.4% | 17,570 | $507K |
| Patten & Patten Inc. | 0.04% | Add +0.9% | 17,338 | $502K |
| Florida Trust Wealth Management Co | 0.02% | Reduce -1.0% | 17,296 | $501K |
| Addison Capital Co | 0.22% | Add +2.5% | 17,247 | $500K |
| Delta Asset Management LLC | 0.05% | Add +3.5% | 17,207 | $499K |
| Bluefin Capital Management, LLC | 0.29% | New | 17,200 | $498K |
| Allworth Financial LP | 0.00% | Add +4.0% | 16,613 | $498K |
| Marcum Wealth, LLC | 0.05% | Add +0.3% | 17,064 | $495K |
| Salvus Wealth Management, LLC | 0.34% | Add +0.0% | 17,049 | $494K |
| Millennium Capital Advisors, LLC | 0.33% | Add +0.4% | 17,017 | $493K |
| &partners | 0.02% | Add +119.6% | 17,001 | $493K |
| Clayton Financial Group LLC | 0.21% | No change | 16,877 | $492K |
| Weinberger Asset Management, Inc | 0.23% | No change | 16,900 | $490K |
| Van Cleef Asset Management,Inc | 0.06% | No change | 16,748 | $485K |
| Curated Wealth Partners LLC | 0.07% | — | 16,670 | $483K |
| Douglas Lane & Associates, LLC | 0.01% | Reduce -15.5% | 16,568 | $480K |
| Shufro Rose & Co. LLC | 0.04% | Add +4.9% | 16,515 | $479K |
| Old North State Wealth Management, LLC | 0.32% | Add +10.2% | 16,499 | $478K |
| CreativeOne Wealth, LLC | 0.02% | Add +5.5% | 16,440 | $476K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +8.2% | 16,362 | $474K |
| Heirloom Wealth Management | 0.15% | No change | 16,319 | $473K |
| Cedar Wealth Management, LLC | 0.15% | Reduce -2.8% | 16,314 | $473K |
| New Vernon Investment Management LLC | 0.61% | No change | 16,271 | $472K |
| Fairman Group, LLC | 0.48% | No change | 16,155 | $468K |
| White Pine Capital LLC | 0.18% | Add +1.9% | 16,140 | $468K |
| Stokes Family Office, LLC | 0.05% | Add +2.5% | 16,139 | $468K |
| Carnegie Investment Counsel | 0.01% | Reduce -17.5% | 16,114 | $467K |
| Lewis Asset Management, LLC | 0.36% | No change | 16,075 | $466K |
| Alpha Cubed Investments, LLC | 0.02% | Add +7.1% | 16,055 | $465K |
| Fortitude Advisory Group L.L.C. | 0.28% | Add +9.0% | 16,044 | $465K |
| Calydon Capital | 0.08% | Add +1.0% | 16,043 | $465K |
| Empirical Asset Management, LLC | 0.17% | Add +0.8% | 16,041 | $465K |
| Creekside Partners | 0.26% | — | 15,980 | $463K |
| Fortitude Family Office, LLC | 0.26% | Add +0.2% | 15,953 | $462K |
| Valued Retirements, Inc. | 0.70% | No change | 15,890 | $460K |
| Lazard Asset Management LLC | 0.00% | New | 15,880 | $460K |
| Peak Planning Group, LLC | 0.23% | New | 15,829 | $459K |
| Saxon Interests, Inc. | 0.22% | No change | 15,762 | $457K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -14.6% | 15,749 | $456K |
| Sfmg, LLC | 0.04% | Reduce -19.8% | 15,746 | $456K |
| Csenge Advisory Group | 0.03% | Reduce -46.3% | 15,546 | $451K |
| Whittier Trust Co. | 0.01% | No change | 15,524 | $450K |
| Summa Corp. | 0.22% | No change | 15,500 | $449K |
| Howe & Rusling Inc. | 0.04% | Reduce -0.3% | 15,496 | $449K |
| Private Ocean, LLC | 0.04% | Reduce -1.0% | 15,450 | $448K |
| Crumly & Associates Inc. | 0.13% | Add +42.5% | 15,425 | $447K |
| NewEdge Wealth, LLC | 0.01% | Add +14.7% | 15,406 | $446K |
| Leading Edge Financial Planning LLC | 0.18% | Reduce -2.7% | 15,385 | $446K |
| Hudson Value Partners, LLC | 0.19% | Add +18.0% | 15,373 | $446K |
| SignalPoint Asset Management, LLC | 0.12% | Add +1.1% | 15,332 | $444K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -9.0% | 15,315 | $444K |
| Palumbo Wealth Management LLC | 0.19% | No change | 15,306 | $444K |
| Arvest Trust Co. N A | 0.03% | No change | 15,282 | $443K |
| Port Capital LLC | 0.02% | No change | 15,250 | $442K |
| Dearborn Partners LLC | 0.02% | No change | 15,241 | $442K |
| Asset Allocation Strategies LLC | 0.15% | Reduce -63.3% | 15,198 | $440K |
| FAS Wealth Partners, Inc. | 0.04% | Add +0.4% | 15,189 | $440K |
| Citizens National Bank Trust Department | 0.10% | No change | 15,170 | $440K |
| Thoroughbred Financial Services, LLC | 0.03% | New | 15,161 | $439K |
| Whalerock Point Partners, LLC | 0.12% | No change | 15,148 | $439K |
| Nicolet Advisory Services, LLC | 0.04% | Add +10.4% | 15,019 | $438K |
| Woodward Diversified Capital, LLC | 0.26% | No change | 15,100 | $438K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | No change | 15,070 | $437K |
| Adalta Capital Management LLC | 0.24% | No change | 15,050 | $436K |
| Finer Wealth Management, Inc. | 0.28% | Reduce -3.0% | 14,997 | $435K |
| Ingalls & Snyder LLC | 0.02% | No change | 14,973 | $434K |
| Colonial River Investments, LLC | 0.23% | Reduce -2.4% | 14,871 | $431K |
| Axxcess Wealth Management, LLC | 0.01% | Add +59.9% | 14,871 | $431K |
| Gould Asset Management LLC | 0.10% | Add +0.0% | 14,792 | $429K |
| Allen Capital Group, LLC | 0.06% | Add +1.8% | 14,782 | $428K |
| Financial Advocates Investment Management | 0.03% | Reduce -30.4% | 14,738 | $427K |
| ORBA Wealth Advisors, L.L.C. | 0.22% | No change | 14,730 | $427K |
| Citizens Financial Group Inc. | 0.01% | New | 14,642 | $424K |
| Formidable Asset Management, LLC | 0.07% | Add +26.6% | 14,623 | $424K |
| WR Wealth Planners, LLC | 0.13% | Reduce -16.1% | 14,600 | $423K |
| Cerro Pacific Wealth Advisors LLC | 0.16% | — | 14,589 | $423K |
| Fifth Third Bancorp | 0.00% | Reduce -46.3% | 14,572 | $422K |
| Realta Investment Advisors | 0.08% | Add +0.1% | 14,532 | $421K |
| Harbor Investment Advisory, LLC | 0.04% | No change | 14,505 | $420K |
| BancFirst Trust & Investment Management | 0.20% | Add +46.3% | 14,530 | $420K |
| Lake Street Advisors Group, LLC | 0.02% | No change | 14,431 | $418K |
| Dumont & Blake Investment Advisors LLC | 0.06% | Add +100.0% | 14,402 | $417K |
| Hardy Reed LLC | 0.04% | New | 14,400 | $417K |
| American Institute for Advanced Investment Management, LLP | 0.32% | No change | 14,280 | $414K |
| Oder Investment Management, LLC | 0.37% | Reduce -10.6% | 14,278 | $414K |
| Diamant Asset Management, Inc. | 0.28% | Reduce -4.0% | 14,270 | $414K |
| Matrix Private Capital Group LLC | 0.26% | No change | 14,258 | $413K |
| Next Level Private LLC | 0.19% | Add +1.7% | 14,193 | $411K |
| Waterloo Capital, L.P. | 0.05% | Add +0.9% | 14,189 | $411K |
| Detalus Advisors, LLC | 0.14% | Reduce -7.5% | 14,187 | $411K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 14,156 | $410K |
| Insigneo Advisory Services, LLC | 0.05% | Add +20.2% | 14,647 | $408K |
| MSH Capital Advisors LLC | 0.14% | Add +1.4% | 14,070 | $408K |
| Wealth Alliance Advisory Group, LLC | 0.09% | Reduce -3.4% | 14,067 | $408K |
| Castleview Partners, LLC | 0.23% | Reduce -1.3% | 14,000 | $406K |
| Capasso Planning Partners LLC | 0.13% | Reduce -2.5% | 14,000 | $406K |
| Cornell Pochily Investment Advisors, Inc. | 0.15% | Reduce -1.8% | 13,912 | $403K |
| Estabrook Capital Management | 0.06% | No change | 13,890 | $403K |
| Highlander Partners, L.P. | 0.27% | No change | 14,000 | $402K |
| Prairie Sky Financial Group LLC | 0.25% | No change | 13,844 | $401K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +2.2% | 13,823 | $401K |
| Hobbs Group Advisors, LLC | 0.15% | — | 13,803 | $400K |
| Cypress Capital Management LLC (WY) | 0.43% | Reduce -0.7% | 13,775 | $399K |
| Arax Advisory Partners | 0.04% | Add +12.6% | 13,762 | $399K |
| Schear Investment Advisers, LLC | 0.29% | No change | 13,751 | $399K |
| Diversify Advisory Services, LLC | 0.02% | Add +14.0% | 13,602 | $397K |
| Certified Advisory Corp | 0.05% | Add +8.8% | 13,689 | $397K |
| WMS Partners, LLC | 0.03% | No change | 13,655 | $396K |
| Quent Capital, LLC | 0.04% | No change | 13,534 | $392K |
| Members Trust Co | 0.01% | No change | 13,475 | $391K |
| HHM Wealth Advisors, LLC | 0.06% | Add +146.2% | 13,415 | $389K |
| Sandy Spring Bank | 0.02% | Add +4.7% | 13,377 | $388K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -2.5% | 13,308 | $386K |
| Diversified Trust Co. | 0.01% | No change | 13,301 | $385K |
| Bank of New Hampshire | 0.10% | No change | 13,223 | $383K |
| Jeppson Wealth Management, LLC | 0.14% | Add +1.6% | 13,101 | $380K |
| Good Life Advisors, LLC | 0.03% | Reduce -23.5% | 13,085 | $379K |
| Kingfisher Capital LLC | 0.09% | No change | 13,000 | $377K |
| Resonant Capital Advisors, LLC | 0.03% | No change | 13,000 | $377K |
| Chesley Taft & Associates LLC | 0.02% | Reduce -16.1% | 13,000 | $377K |
| Bristlecone Advisors, LLC | 0.03% | No change | 12,976 | $376K |
| Patron Partners, LLC | 0.22% | No change | 12,976 | $376K |
| Advisors Capital Management, LLC | 0.01% | Reduce -10.7% | 12,988 | $376K |
| Duncker Streett & Co. Inc. | 0.07% | No change | 12,960 | $376K |
| Welch Group, LLC | 0.02% | Add +0.5% | 12,931 | $375K |
| Naples Global Advisors, LLC | 0.04% | No change | 12,909 | $374K |
| 1620 Investment Advisors, Inc. | 0.29% | Reduce -0.3% | 12,815 | $371K |
| Heritage Trust Co | 0.05% | Add +2.3% | 12,812 | $371K |
| Walled Lake Planning & Wealth Management, LLC | 0.15% | Add +10.9% | 12,781 | $370K |
| Royal Harbor Partners, LLC | 0.15% | No change | 12,686 | $368K |
| SkyOak Wealth, LLC | 0.09% | No change | 12,678 | $367K |
| Operose Advisors LLC | 0.13% | No change | 12,676 | $367K |
| PFG Advisors | 0.02% | Reduce -11.0% | 12,571 | $364K |
| Norman Fields, Gottscho Capital Management, LLC | 0.13% | No change | 12,490 | $364K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.15% | No change | 12,512 | $363K |
| Summit Asset Management, LLC | 0.04% | Add +1.1% | 12,481 | $362K |
| Silverlake Wealth Management LLC | 0.15% | Add +0.0% | 12,460 | $361K |
| Burney Co./ | 0.01% | No change | 12,440 | $361K |
| Zacks Investment Management | 0.00% | Add +57.0% | 12,432 | $360K |
| WASHINGTON TRUST Co | 0.01% | Reduce -1.0% | 12,414 | $360K |
| Toth Financial Advisory Corp. | 0.05% | Add +0.4% | 12,408 | $360K |
| SVB Wealth LLC | 0.01% | Reduce -24.2% | 12,392 | $359K |
| Verus Capital Partners, LLC | 0.04% | Reduce -5.5% | 12,335 | $357K |
| Outlook Wealth Advisors, LLC | 0.11% | No change | 12,296 | $356K |
| Bridgewealth Advisory Group, LLC | 0.16% | Reduce -43.0% | 12,243 | $355K |
| Legacy Financial Group, Inc. | 0.13% | No change | 12,190 | $353K |
| Hancock Whitney Corp. | 0.01% | Reduce -0.0% | 12,143 | $352K |
| Atlas Brown,Inc. | 0.13% | Reduce -27.4% | 12,126 | $351K |
| Aviance Capital Partners, LLC | 0.05% | Reduce -17.4% | 12,125 | $351K |
| Sequent Asset Management, LLC | 0.18% | No change | 12,018 | $348K |
| AllSquare Wealth Management LLC | 0.21% | No change | 12,000 | $348K |
| Austin Private Wealth, LLC | 0.04% | No change | 12,000 | $348K |
| Avior Wealth Management, LLC | 0.01% | No change | 11,909 | $345K |
| Hara Capital LLC | 0.22% | No change | 11,874 | $344K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +23.5% | 11,920 | $344K |
| Plante Moran Financial Advisors, LLC | 0.03% | No change | 11,798 | $342K |
| Arkfeld Wealth Strategies, L.L.C. | 0.17% | Add +0.1% | 11,690 | $341K |
| Arbor Trust Wealth Advisors, LLC | 0.18% | No change | 11,730 | $340K |
| Fulcrum Capital LLC | 0.08% | No change | 11,703 | $339K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 11,630 | $337K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 11,630 | $337K |
| Keudell/Morrison Wealth Management | 0.10% | Add +1.0% | 11,591 | $336K |
| Family Manage LLC | 0.06% | New | 11,570 | $335K |
| Thompson Investment Management, Inc. | 0.05% | No change | 11,527 | $334K |
| MV Capital Management, Inc. | 0.04% | No change | 11,492 | $333K |
| Private Harbour Investment Management & Counsel, LLC | 0.35% | Reduce -4.4% | 11,450 | $332K |
| Stonegate Investment Group, LLC | 0.01% | Add +11.8% | 11,423 | $331K |
| Copperwynd Financial, LLC | 0.11% | Add +12.3% | 11,465 | $331K |
| Phillips Wealth Planners LLC | 0.35% | Reduce -1.8% | 11,332 | $330K |
| Sound Income Strategies, LLC | 0.02% | Add +12.3% | 11,401 | $330K |
| Magnolia Capital Management Ltd. | 0.27% | No change | 11,300 | $327K |
| Aveo Capital Partners, LLC | 0.04% | Reduce -80.9% | 11,247 | $326K |
| Visionary Wealth Advisors | 0.02% | Reduce -14.9% | 11,234 | $326K |
| Mb, Levis & Associates, LLC | 0.17% | Add +1.7% | 11,224 | $325K |
| Stanley-Laman Group, Ltd. | 0.04% | No change | 11,204 | $325K |
| Cypress Capital Group | 0.04% | No change | 11,178 | $324K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +6.0% | 11,178 | $324K |
| Arcadia Investment Management Corp. | 0.06% | No change | 11,141 | $323K |
| SageView Advisory Group, LLC | 0.02% | Reduce -15.2% | 11,133 | $323K |
| Wealthstar Advisors, LLC | 0.26% | Reduce -45.7% | 11,052 | $320K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -9.1% | 10,955 | $317K |
| Beacon Financial Group | 0.04% | No change | 10,931 | $317K |
| CVA Family Office, LLC | 0.06% | Add +0.1% | 10,862 | $315K |
| Security National Bank of Sioux City Iowa | 0.23% | No change | 10,814 | $313K |
| Abel Hall, LLC | 0.22% | No change | 10,809 | $313K |
| Oak Harvest Investment Services | 0.05% | Reduce -31.2% | 10,792 | $313K |
| Baker Avenue Asset Management, LP | 0.01% | Add +17.0% | 10,791 | $313K |
| Arkos Global Advisors | 0.05% | Add +3.0% | 10,777 | $312K |
| Consilium Wealth Advisory, LLC | 0.17% | No change | 10,730 | $311K |
| Continuum Advisory, LLC | 0.04% | No change | 10,728 | $311K |
| Wealth Effects LLC | 0.11% | No change | 10,700 | $310K |
| Sovereign Financial Group, Inc. | 0.08% | Reduce -2.9% | 10,667 | $309K |
| Conning Inc. | 0.01% | No change | 10,640 | $308K |
| Founders Capital Management | 0.20% | Reduce -2.8% | 10,619 | $308K |
| Wambolt & Associates, LLC | 0.09% | Reduce -16.7% | 10,614 | $308K |
| Lion Street Advisors, LLC | 0.11% | No change | 10,605 | $307K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 10,568 | $306K |
| Bull Street Advisors, LLC | 0.15% | No change | 10,551 | $306K |
| Lantern Wealth Advisors, LLC | 0.22% | No change | 10,547 | $306K |
| Diversify Wealth Management, LLC | 0.04% | — | 10,954 | $305K |
| MKT Advisors LLC | 0.15% | No change | 10,435 | $305K |
| Trustmark Bank Trust Department | 0.02% | No change | 10,500 | $304K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 10,500 | $304K |
| Aft, Forsyth & Company, Inc. | 0.15% | Add +30.7% | 10,491 | $304K |
| Prio Wealth Limited Partnership | 0.01% | Reduce -6.7% | 10,474 | $304K |
| Novare Capital Management LLC | 0.03% | Add +9.2% | 10,425 | $302K |
| Patrick M Sweeney & Associates, Inc. | 0.24% | Add +11.4% | 10,626 | $300K |
| First Bancorp, Inc | 0.22% | New | 10,331 | $299K |
| MCF Advisors LLC | 0.02% | No change | 10,308 | $299K |
| Channel Wealth LLC | 0.11% | No change | 10,284 | $298K |
| Wealth Advisors of Iowa, LLC | 0.17% | Add +0.0% | 10,283 | $298K |
| Howland Capital Management LLC | 0.01% | No change | 10,250 | $297K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 10,227 | $296K |
| KPP Advisory Services LLC | 0.08% | No change | 10,221 | $296K |
| Quadcap Wealth Management, LLC | 0.05% | Add +6.7% | 10,186 | $295K |
| Abbrea Capital, LLC | 0.04% | Reduce -9.0% | 10,138 | $294K |
| Granite Group Advisors, LLC | 0.22% | No change | 10,075 | $292K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.6% | 10,036 | $291K |
| LexAurum Advisors, LLC | 0.07% | Add +0.1% | 10,032 | $291K |
| Central Valley Advisors, LLC | 0.12% | No change | 9,011 | $290K |
| Hyperion Capital Advisors LP | 0.14% | No change | 10,000 | $290K |
| Belmont Capital, LLC | 0.05% | No change | 10,000 | $290K |
| Dechtman Wealth Management, LLC | 0.06% | Add +1.8% | 9,985 | $289K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | New | 9,974 | $289K |
| Clarity Financial LLC | 0.04% | Reduce -0.9% | 9,932 | $288K |
| Sittner & Nelson, LLC | 0.14% | No change | 9,904 | $287K |
| HFG Advisors, Inc. | 0.27% | Reduce -47.1% | 9,800 | $284K |
| Mattern Capital Management, LLC | 0.04% | No change | 9,800 | $284K |
| Full Sail Capital, LLC | 0.02% | No change | 9,740 | $282K |
| Sandbox Financial Partners, LLC | 0.11% | Add +0.6% | 9,738 | $282K |
| Wellington Shields Capital Management, LLC | 0.05% | Add +35.0% | 9,650 | $280K |
| Jones Financial Companies LLLP | 0.00% | Add +125.3% | 9,607 | $278K |
| QRG Capital Management, Inc. | 0.00% | Add +6.0% | 9,548 | $277K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 9,535 | $276K |
| Physician Wealth Advisors, Inc. | 0.05% | No change | 9,267 | $274K |
| Southland Equity Partners LLC | 0.08% | Reduce -0.1% | 9,458 | $274K |
| TrinityPoint Wealth, LLC | 0.04% | Add +0.2% | 9,447 | $274K |
| Omnia Family Wealth, LLC | 0.12% | No change | 9,384 | $272K |
| Strategic Wealth Partners, Ltd. | 0.03% | No change | 9,378 | $272K |
| L & S Advisors Inc | 0.03% | Add +24.5% | 9,340 | $271K |
| WFA Asset Management Corp | 0.15% | Add +7.6% | 9,319 | $270K |
| GYL Financial Synergies, LLC | 0.02% | Reduce -0.5% | 9,200 | $267K |
| AlphaStar Capital Management, LLC | 0.02% | Add +6.5% | 9,180 | $266K |
| Summitry LLC | 0.01% | No change | 9,110 | $264K |
| Clearstead Trust, LLC | 0.07% | No change | 9,102 | $264K |
| Emergent Wealth Advisors, LLC | 0.21% | No change | 9,100 | $264K |
| Kirtland Hills Capital Management, LLC | 0.22% | Reduce -1.1% | 9,062 | $263K |
| Freestone Capital Holdings, LLC | 0.01% | Add +4.6% | 9,043 | $262K |
| Sterneck Capital Management, LLC | 0.15% | No change | 9,000 | $261K |
| Alan B Lancz & Associates, Inc. | 0.26% | — | 8,996 | $261K |
| Cornerstone Advisory, LLC | 0.04% | Reduce -39.0% | 8,977 | $260K |
| Old North State Trust, LLC | 0.22% | No change | 8,955 | $260K |
| Tradewinds, LLC. | 0.08% | New | 8,929 | $259K |
| Souders Financial Advisors | 0.04% | Add +0.8% | 8,904 | $258K |
| Coastline Trust Co | 0.03% | Add +5.3% | 8,900 | $258K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.1% | 8,874 | $257K |
| Capital Advisors, Ltd. LLC | 0.03% | Add +2.3% | 8,865 | $257K |
| Goepper Burkhardt LLC | 0.12% | No change | 8,850 | $256K |
| Proficio Capital Partners LLC | 0.03% | No change | 8,820 | $256K |
| Capstone Financial Advisors, Inc. | 0.02% | Reduce -0.6% | 8,756 | $254K |
| RFG Advisory, LLC | 0.01% | Reduce -11.1% | 8,754 | $254K |
| Main Street Financial Solutions, LLC | 0.02% | Add +9.7% | 8,730 | $253K |
| Oxford Financial Group, LTD. LLC | 0.02% | New | 8,691 | $252K |
| Canal Capital Management, LLC | 0.04% | Add +21.8% | 8,668 | $251K |
| Valmark Advisers, Inc. | 0.00% | No change | 8,666 | $251K |
| Glassy Mountain Advisors, Inc. | 0.09% | No change | 8,650 | $251K |
| Principle Wealth Partners LLC | 0.02% | Add +2.7% | 8,646 | $251K |
| Founders Financial Alliance, LLC | 0.07% | Reduce -30.9% | 8,636 | $250K |
| Keel Point, LLC | 0.02% | New | 8,852 | $250K |
| Blue Fin Capital, Inc. | 0.05% | No change | 8,632 | $250K |
| NFSG Corp | 0.09% | Add +1.1% | 8,627 | $250K |
| Pavion Blue Capital, LLC | 0.12% | No change | 8,616 | $250K |
| Harmony Asset Management LLC | 0.10% | Reduce -1.6% | 8,608 | $249K |
| Patton Albertson Miller Group, LLC | 0.04% | New | 8,606 | $249K |
| WPWealth LLP | 0.06% | Add +0.2% | 8,605 | $249K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.03% | No change | 8,603 | $249K |
| Fermata Advisors, LLC | 0.06% | New | 8,584 | $249K |
| Mattern Wealth Management LLC | 0.06% | Reduce -2.4% | 8,525 | $247K |
| Shikiar Asset Management Inc. | 0.07% | No change | 8,500 | $246K |
| Aire Advisors, LLC | 0.06% | Add +1.8% | 8,478 | $246K |
| YHB Investment Advisors, Inc. | 0.02% | Add +1.0% | 8,460 | $245K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 8,458 | $245K |
| FinTrust Capital Advisors, LLC | 0.04% | Add +0.5% | 8,440 | $245K |
| New Republic Capital, LLC | 0.12% | No change | 8,384 | $243K |
| First City Capital Management, Inc. | 0.14% | No change | 8,382 | $243K |
| Phillips Financial Management, LLC | 0.02% | No change | 8,380 | $243K |
| Sendero Wealth Management, LLC | 0.04% | No change | 8,368 | $243K |
| Virtue Capital Management, LLC | 0.04% | No change | 8,086 | $242K |
| Leisure Capital Management | 0.11% | No change | 8,315 | $241K |
| Enterprise Financial Services Corp | 0.15% | No change | 8,302 | $241K |
| Carmichael Hill & Associates, Inc. | 0.10% | No change | 8,284 | $240K |
| Carmel Capital Partners, LLC | 0.10% | Add +16.6% | 8,264 | $239K |
| Eight 31 Financial, LLC | 0.18% | No change | 8,260 | $239K |
| S.A. Mason LLC | 0.14% | No change | 8,257 | $239K |
| Wealth Management Associates, Inc. | 0.11% | No change | 8,257 | $239K |
| Western Wealth Management, LLC | 0.02% | Add +0.5% | 8,248 | $239K |
| Clear Creek Financial Management, LLC | 0.03% | Add +0.7% | 8,200 | $238K |
| ARK & TLK Investments, LLC | 0.09% | No change | 8,195 | $237K |
| Seven Mile Advisory | 0.17% | No change | 8,183 | $237K |
| Uptick Partners, LLC | 0.18% | No change | 8,095 | $236K |
| Northwest Investment Counselors, LLC | 0.06% | No change | 8,125 | $235K |
| Prossimo Advisors, LLC | 0.21% | New | 8,123 | $235K |
| Glenview Trust Co | 0.00% | No change | 8,093 | $235K |
| Washington Trust Bank | 0.02% | No change | 8,041 | $233K |
| GS Investments, Inc. | 0.11% | No change | 8,000 | $232K |
| Zimmermann Investment Management & Planning LLC | 0.08% | Add +0.3% | 7,998 | $232K |
| B&D White Capital Company, LLC | 0.05% | No change | 7,986 | $231K |
| Powell Investment Advisors, LLC | 0.12% | Add +1.8% | 7,980 | $231K |
| Bahl & Gaynor LLC | 0.00% | Add +6.7% | 7,974 | $231K |
| Journey Strategic Wealth LLC | 0.01% | Add +14.4% | 7,928 | $230K |
| Watchman Group, Inc. | 0.07% | No change | 7,925 | $230K |
| Encompass Wealth Advisors, LLC | 0.06% | No change | 7,822 | $227K |
| HWG Holdings LP | 0.08% | — | 7,819 | $227K |
| Savvy Advisors, Inc. | 0.07% | New | 7,816 | $227K |
| Stiles Financial Services Inc | 0.09% | Add +1.1% | 7,800 | $226K |
| Maia Wealth LLC | 0.07% | — | 7,635 | $226K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -71.1% | 7,797 | $226K |
| Anderson Hoagland & Co. | 0.02% | No change | 7,720 | $225K |
| Intellectus Partners, LLC | 0.06% | No change | 7,750 | $225K |
| Cadent Capital Advisors, LLC | 0.09% | Add +1.0% | 7,724 | $224K |
| Pacific Sage Partners, LLC | 0.06% | No change | 7,715 | $224K |
| Indiana Trust & Investment Management Co | 0.08% | Add +103.6% | 7,694 | $223K |
| Tanglewood Legacy Advisors, LLC | 0.10% | No change | 7,650 | $222K |
| Breakwater Capital Group | 0.05% | No change | 7,648 | $222K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 7,636 | $221K |
| SOA Wealth Advisors, LLC. | 0.04% | Reduce -21.6% | 7,629 | $221K |
| Stelac Advisory Services LLC | 0.09% | No change | 7,600 | $220K |
| First Foundation Advisors | 0.01% | No change | 7,600 | $220K |
| Lyell Wealth Management, LP | 0.02% | No change | 7,589 | $220K |
| Caldwell Sutter Capital, Inc. | 0.11% | Reduce -11.0% | 7,583 | $220K |
| Armstrong Advisory Group, Inc. | 0.02% | Add +1.8% | 7,559 | $219K |
| Waldron Private Wealth LLC | 0.01% | Reduce -2.6% | 7,525 | $218K |
| Buffington Mohr McNeal | 0.04% | Reduce -11.4% | 7,522 | $218K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.09% | No change | 7,513 | $218K |
| First National Bank Sioux Falls | 0.11% | Reduce -7.4% | 7,500 | $217K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 7,500 | $217K |
| Wintrust Investments LLC | 0.02% | New | 7,489 | $217K |
| Broadwater Capital Management LLC | 0.17% | No change | 7,472 | $217K |
| Bedell Frazier Investment Counselling, LLC | 0.05% | No change | 7,466 | $216K |
| Strategic Advisors LLC | 0.04% | Reduce -2.2% | 7,464 | $216K |
| SevenBridge Financial Group, LLC | 0.05% | New | 7,484 | $216K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -87.8% | 7,456 | $216K |
| Colorado Capital Management, Inc. | 0.12% | No change | 7,460 | $216K |
| AlTi Global, Inc. | 0.01% | Add +6.1% | 7,414 | $215K |
| Diversified Investment Strategies, LLC | 0.15% | No change | 7,405 | $215K |
| Villere St Denis J & Co. LLC | 0.02% | No change | 7,402 | $215K |
| Northern Capital Management, Inc. | 0.14% | Add +3.8% | 7,377 | $214K |
| Alliance Wealth Advisors, LLC | 0.13% | Reduce -1.6% | 7,361 | $213K |
| Hemenway Trust Co LLC | 0.02% | No change | 7,300 | $212K |
| Smith Thornton Advisors LLC | 0.15% | — | 7,247 | $210K |
| Vaughan David Investments LLC | 0.01% | No change | 7,240 | $210K |
| Martel Wealth Advisors LLC | 0.04% | No change | 7,240 | $210K |
| Greylin Investment Management, Inc | 0.04% | No change | 7,240 | $210K |
| Satovsky Asset Management LLC | 0.05% | Add +1.8% | 7,224 | $209K |
| MBL Wealth, LLC | 0.02% | No change | 7,220 | $209K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 7,178 | $208K |
| Princeton Global Asset Management LLC | 0.05% | Add +7.5% | 7,160 | $207K |
| Auxano Advisors, LLC | 0.06% | No change | 7,156 | $207K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 7,147 | $207K |
| Barry Investment Advisors, LLC | 0.07% | Add +0.0% | 7,091 | $205K |
| Kades & Cheifetz LLC | 0.13% | Reduce -2.1% | 7,051 | $204K |
| FreeGulliver LLC | 0.14% | New | 7,040 | $204K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -6.4% | 7,035 | $204K |
| Alhambra Investment Management LLC | 0.11% | No change | 7,035 | $204K |
| Adirondack Trust Co. | 0.08% | No change | 7,011 | $203K |
| Bay Rivers Group | 0.11% | New | 7,000 | $203K |
| Barnes Pettey Financial Advisors, LLC | 0.17% | No change | 6,990 | $203K |
| BOS Asset Management, LLC | 0.09% | No change | 6,980 | $202K |
| Perennial Investment Advisors, LLC | 0.03% | New | 6,961 | $202K |
| Gibraltar Capital Management, Inc. | 0.09% | No change | 6,945 | $201K |
| Independence Bank of Kentucky | 0.05% | Add +76.4% | 6,925 | $201K |
| RNC Capital Management LLC | 0.01% | New | 6,912 | $200K |
| Carolinas Wealth Consulting LLC | 0.04% | Add +123.0% | 6,744 | $195K |
| Atwood & Palmer Inc. | 0.01% | No change | 6,700 | $194K |
| Emfo, LLC | 0.17% | No change | 6,697 | $194K |
| Centaurus Financial, Inc. | 0.01% | No change | 6,556 | $190K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -5.5% | 6,549 | $190K |
| Larson Financial Group LLC | 0.01% | Reduce -41.7% | 6,436 | $187K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -5.6% | 6,430 | $186K |
| SG Americas Securities, LLC | 0.00% | Reduce -11.9% | 6,399 | $185K |
| First Financial Corp. | 0.09% | No change | 6,349 | $184K |
| Kings Path Partners LLC | 0.09% | — | 6,252 | $181K |
| Godsey & Gibb, Inc. | 0.02% | No change | 6,174 | $179K |
| Slocum, Gordon & Co LLP | 0.13% | No change | 6,000 | $174K |
| Covestor Ltd | 0.11% | Add +2.5% | 5,928 | $171K |
| Sawyer & Company, Inc | 0.07% | No change | 5,900 | $171K |
| Nemes Rush Group LLC | 0.02% | Add +1.5% | 5,855 | $170K |
| Caldwell Trust Co | 0.02% | Add +470.0% | 5,700 | $165K |
| Signaturefd, LLC | 0.00% | Add +2.0% | 5,608 | $163K |
| CGC Financial Services, LLC | 0.07% | No change | 5,554 | $161K |
| Montag A & Associates Inc. | 0.01% | No change | 5,550 | $161K |
| Camelot Portfolios, LLC | 0.09% | New | 5,425 | $157K |
| Eagle Bay Advisors LLC | 0.10% | Reduce -0.6% | 5,420 | $157K |
| Hexagon Capital Partners LLC | 0.03% | Reduce -7.2% | 5,330 | $154K |
| State of Wyoming | 0.03% | New | 5,317 | $154K |
| Hanson & Doremus Investment Management | 0.03% | No change | 5,307 | $154K |
| Avondale Wealth Management | 0.10% | No change | 5,290 | $153K |
| Miller Wealth Advisors, LLC | 0.08% | Add +0.3% | 5,265 | $153K |
| Dagco, Inc. | 0.07% | Add +2.1% | 5,250 | $152K |
| Hollencrest Capital Management | 0.01% | Add +0.5% | 5,098 | $148K |
| Logan Capital Management Inc. | 0.01% | No change | 5,057 | $147K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.06% | No change | 5,000 | $145K |
| First Community Trust NA | 0.12% | No change | 4,960 | $144K |
| Provenance Wealth Advisors, LLC | 0.02% | New | 4,960 | $144K |
| RE Dickinson Investment Advisors, LLC | 0.09% | Add +91.6% | 4,922 | $143K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +0.1% | 4,904 | $142K |
| TCTC Holdings, LLC | 0.00% | No change | 4,891 | $142K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Reduce -11.7% | 4,885 | $141K |
| Tyler-Stone Wealth Management | 0.06% | Add +0.4% | 4,858 | $141K |
| Proffitt & Goodson Inc. | 0.02% | No change | 4,848 | $140K |
| Avalon Trust Co | 0.01% | No change | 4,827 | $140K |
| Venturi Wealth Management, LLC | 0.01% | No change | 4,800 | $139K |
| Ridgewood Investments LLC | 0.07% | New | 4,779 | $138K |
| Gilliland Jeter Wealth Management LLC | 0.05% | Add +74.1% | 4,700 | $136K |
| Pittenger & Anderson Inc. | 0.01% | No change | 4,700 | $136K |
| Coston, McIsaac & Partners | 0.04% | New | 4,399 | $127K |
| Barrett & Company, Inc. | 0.06% | Add +0.1% | 4,194 | $122K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -22.3% | 4,187 | $121K |
| Compass Wealth Management LLC | 0.03% | No change | 4,150 | $120K |
| REAP Financial Group, LLC | 0.03% | Add +1.8% | 4,032 | $117K |
| Gen-Wealth Partners Inc | 0.06% | No change | 4,012 | $116K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 4,000 | $116K |
| Central Bank & Trust Co. | 0.02% | New | 3,996 | $116K |
| Crewe Advisors LLC | 0.01% | No change | 3,923 | $114K |
| Missouri Trust & Investment Co | 0.04% | Reduce -1.7% | 3,897 | $113K |
| Wetzel Investment Advisors, Inc. | 0.06% | New | 3,767 | $110K |
| Hudson Edge Investment Partners Inc. | 0.02% | New | 3,600 | $104K |
| Painted Porch Advisors LLC | 0.06% | New | 3,493 | $101K |
| Pingora Partners LLC | 0.07% | No change | 3,443 | $100K |
| Fairscale Capital, LLC | 0.08% | — | 3,200 | $95K |
| Hall Laurie J Trustee | 0.03% | No change | 3,200 | $93K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,200 | $93K |
| Creekmur Asset Management LLC | 0.02% | Reduce -2.8% | 3,172 | $92K |
| American Capital Advisory, LLC | 0.06% | Add +225.5% | 3,441 | $91K |
| Versant Capital Management, Inc | 0.02% | Add +1.8% | 3,122 | $90K |
| Elevation Wealth Partners, LLC | 0.04% | Reduce -16.5% | 3,111 | $90K |
| Janiczek Wealth Management, LLC | 0.02% | No change | 3,100 | $90K |
| AlphaMark Advisors, LLC | 0.03% | Add +7.0% | 3,040 | $88K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 2,981 | $86K |
| Center for Financial Planning, Inc. | 0.01% | No change | 2,932 | $85K |
| Trust Co. of Vermont | 0.00% | No change | 2,907 | $84K |
| West Paces Advisors Inc. | 0.02% | No change | 2,900 | $84K |
| Byrne Asset Management LLC | 0.07% | Reduce -4.9% | 2,900 | $84K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -92.3% | 2,793 | $81K |
| ICA Group Wealth Management, LLC | 0.05% | Reduce -81.7% | 2,759 | $80K |
| Coppell Advisory Solutions LLC | 0.01% | — | 2,735 | $79K |
| Tortoise Investment Management, LLC | 0.01% | No change | 2,720 | $79K |
| Beacon Capital Management, LLC | 0.01% | Add +1.5% | 2,693 | $78K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 2,685 | $78K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 2,647 | $77K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,500 | $74K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -11.2% | 2,493 | $72K |
| Horrell Capital Management, Inc. | 0.02% | No change | 2,500 | $72K |
| City Holding Co. | 0.01% | No change | 2,410 | $70K |
| Colonial Trust Advisors | 0.01% | Add +4.3% | 2,403 | $70K |
| Strategic Financial Concepts, LLC | 0.04% | Add +2838.3% | 517,383 | $70K |
| HBC Financial Services, PLLC | 0.04% | No change | 2,300 | $68K |
| Creative Financial Designs Inc. | 0.01% | Reduce -7.4% | 2,330 | $68K |
| Koesten, Hirschmann & Crabtree, INC. | 0.04% | No change | 2,297 | $67K |
| Key Financial Inc | 0.02% | No change | 2,304 | $67K |
| Wolff Wiese Magana LLC | 0.05% | Add +1.6% | 2,260 | $65K |
| M&R Capital Management Inc. | 0.02% | No change | 2,200 | $64K |
| Lummis Asset Management, LP | 0.08% | No change | 2,151 | $62K |
| RFP Financial Group LLC | 0.02% | No change | 2,116 | $61K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 2,100 | $61K |
| Bear Mountain Capital, Inc. | 0.02% | No change | 1,997 | $59K |
| Gables Capital Management Inc. | 0.03% | No change | 2,000 | $58K |
| Richard W. Paul & Associates, LLC | 0.02% | No change | 2,000 | $58K |
| Gleason Group, Inc. | 0.01% | Add +1.8% | 1,990 | $58K |
| Boyd Watterson Asset Management LLC | 0.02% | Add +33.8% | 1,980 | $57K |
| Opal Wealth Advisors, LLC | 0.02% | New | 1,937 | $56K |
| Summit Securities Group LLC | 0.02% | Add +375.0% | 1,900 | $55K |
| Old Second National Bank of Aurora | 0.01% | No change | 1,844 | $53K |
| Spotlight Asset Group, Inc. | 0.04% | No change | 1,777 | $51K |
| Financial Freedom, LLC | 0.03% | Add +1.8% | 1,766 | $51K |
| Main Street Group, LTD | 0.02% | Reduce -9.6% | 1,750 | $51K |
| Tucker Asset Management LLC | 0.01% | Reduce -10.1% | 1,700 | $49K |
| Denver PWM, LLC | 0.02% | New | 1,665 | $48K |
| Timber Creek Capital Management LLC | 0.01% | No change | 1,500 | $43K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -7.0% | 1,500 | $43K |
| Rational Advisors, Inc. | 0.00% | Reduce -5.4% | 1,499 | $43K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +7.9% | 1,466 | $42K |
| Davis Capital Management | 0.04% | No change | 1,443 | $42K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.4% | 1,403 | $41K |
| SouthState Bank Corp | 0.00% | No change | 1,333 | $39K |
| JNBA Financial Advisors | 0.00% | No change | 1,323 | $38K |
| Ameliora Wealth Management Ltd. | 0.02% | No change | 1,300 | $38K |
| Mfa Wealth Advisors, LLC | 0.01% | New | 1,274 | $37K |
| Essex Investment Management Co. LLC | 0.01% | Reduce -42.2% | 1,266 | $37K |
| General Partner, Inc. | 0.02% | No change | 1,250 | $36K |
| Chelsea Counsel Co. | 0.02% | Reduce -33.3% | 1,200 | $35K |
| GHP Investment Advisors, Inc. | 0.00% | Add +13.7% | 1,137 | $33K |
| Burkett Financial Services, LLC | 0.02% | Add +1.8% | 1,105 | $32K |
| Community Bank, N.A. | 0.00% | No change | 1,098 | $32K |
| Flputnam Investment Management Co. | 0.00% | New | 1,065 | $31K |
| McIlrath & Eck, LLC | 0.00% | Add +0.5% | 1,061 | $31K |
| First Personal Financial Services | 0.01% | No change | 1,056 | $31K |
| Pacific Center for Financial Services | 0.01% | No change | 1,050 | $30K |
| Motco | 0.00% | Add +29.7% | 1,048 | $30K |
| Kozak & Associates, Inc. | 0.01% | Reduce -77.5% | 1,042 | $30K |
| Stephens Consulting, LLC | 0.01% | No change | 1,000 | $29K |
| Mascoma Wealth Management LLC | 0.01% | New | 1,000 | $29K |
| Webster Bank, N. A. | 0.00% | New | 1,000 | $29K |
| Johnson Financial Group, Inc. | 0.00% | No change | 945 | $27K |
| Cape Investment Advisory, Inc. | 0.01% | Add +3.7% | 934 | $27K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -52.5% | 904 | $26K |
| Hantz Financial Services, Inc. | 0.00% | Add +0.1% | 863 | $25K |
| Mark Asset Management LP | 0.00% | No change | 24,948 | $25K |
| Cypress Capital, LLC | 0.01% | New | 856 | $25K |
| Front Row Advisors LLC | 0.01% | No change | 835 | $24K |
| Country Trust Bank | 0.00% | No change | 825 | $24K |
| Hoey Investments, Inc. | 0.00% | Add +7.7% | 808 | $23K |
| First PREMIER Bank | 0.01% | No change | 772 | $22K |
| Chris Bulman Inc | 0.01% | — | 743 | $22K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 710 | $21K |
| Triad Wealth Partners, LLC | 0.01% | New | 700 | $20K |
| Westside Investment Management, Inc. | 0.00% | No change | 700 | $20K |
| Colonial Trust Co / SC | 0.00% | No change | 700 | $20K |
| Centerpoint Advisors, LLC | 0.01% | No change | 700 | $20K |
| SJS Investment Consulting Inc. | 0.00% | Add +0.1% | 688 | $20K |
| Ransom Advisory, Ltd | 0.01% | New | 663 | $19K |
| Kessler Investment Group, LLC | 0.01% | Reduce -94.9% | 661 | $19K |
| National Bank of Canada | 0.00% | Add +306.3% | 650 | $19K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 620 | $18K |
| Dogwood Wealth Management LLC | 0.01% | Add +1.7% | 603 | $17K |
| Chesapeake Asset Management LLC | 0.02% | Reduce -14.3% | 600 | $17K |
| Lowe Wealth Advisors, LLC | 0.01% | Reduce -33.3% | 600 | $17K |
| Hoese & Co LLP | 0.01% | No change | 600 | $17K |
| Semmax Financial Advisors Inc. | 0.01% | Add +1.7% | 590 | $17K |
| Tidemark, LLC | 0.01% | Add +75.8% | 580 | $17K |
| CNB Bank | 0.01% | No change | 561 | $16K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 532 | $15K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +42.9% | 510 | $15K |
| Aspire Private Capital, LLC | 0.00% | No change | 496 | $14K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 485 | $14K |
| Tsfg, LLC | 0.00% | Add +1.9% | 472 | $14K |
| HighMark Wealth Management LLC | 0.01% | Add +292.7% | 428 | $12K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -20.3% | 382 | $11K |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 0.03% | No change | 380 | $11K |
| Financial Connections Group, Inc. | 0.01% | New | 381 | $11K |
| NewSquare Capital LLC | 0.00% | Reduce -33.5% | 374 | $11K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 363 | $11K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 360 | $10K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -70.0% | 343 | $10K |
| Park Place Capital Corp | 0.00% | No change | 334 | $10K |
| Resources Management Corp. /CT/ | 0.00% | No change | 300 | $9K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 300 | $9K |
| Bray Capital Advisors | 0.00% | No change | 300 | $9K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 292 | $8K |
| Unique Wealth Strategies, LLC | 0.00% | New | 256 | $7K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 200 | $6K |
| DecisionPoint Financial, LLC | 0.00% | No change | 200 | $6K |
| Bangor Savings Bank | 0.00% | No change | 192 | $6K |
| Clear Point Advisors Inc. | 0.00% | No change | 182 | $5K |
| Penserra Capital Management LLC | 0.00% | No change | 177 | $5K |
| Macroview Investment Management LLC | 0.00% | No change | 150 | $4K |
| TFC Financial Management, Inc. | 0.00% | Reduce -50.0% | 133 | $4K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 100 | $3K |
| First United Bank & Trust | 0.00% | No change | 100 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 100 | $3K |
| Gradient Investments LLC | 0.00% | Reduce -86.7% | 99 | $3K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 98 | $3K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -94.7% | 87 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | New | 80 | $2K |
| Horizon Financial Services, LLC | 0.00% | Add +4.2% | 74 | $2K |
| Strengthening Families & Communities, LLC | 0.00% | New | 67 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | New | 58 | $2K |
| Caitlin John, LLC | 0.00% | Reduce -28.1% | 41 | $1K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 30 | $866 |
| Delos Wealth Advisors, LLC | 0.00% | No change | 26 | $753 |
| West Financial Advisors, LLC | 0.00% | No change | 14 | $413 |
| Assetmark, Inc. | 0.00% | Reduce -99.3% | 6 | $174 |
| Concord Wealth Partners | 0.00% | Reduce -100.0% | 1 | $24 |
"% of holder's portfolio" is EPD's weight in each manager's 13F, not the share of Enterprise Products Partners the manager owns.