Enterprise Products PartnersEPD
13F holders, Q4 2024 (December 31)1,443holders +86
83new positions
58sold out
6famous investors
$31.38avg. 13F price*
At the end of Q4 2024, 1,443 institutions reported holding Enterprise Products Partners (EPD) in their 13F filings, up 86 from Q3 2024. 83 opened new positions and 58 sold out. The largest holders were Alps Advisors Inc. ($1.2B), Invesco Ltd. ($849.1M) and Goldman Sachs Group Inc. ($666.5M). 6 famous investors held it, including Bruce Berkowitz (14.5% of Fairholme Capital Management's portfolio), Leon Cooperman (1.4% of Omega Advisors (Leon Cooperman)'s portfolio) and Mario Gabelli (0.1% of GAMCO Investors's portfolio).
- Company
- Enterprise Products Partners
- CUSIP
- 293792107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $39.2M |
| Exits | 58 | $70.1M |
All 13F filers, Q3 2024 → Q4 2024: 18,386,730 shares bought and 32,004,573 shares sold, net −13,617,843 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,443 holders
| Alps Advisors Inc. | 7.79% | Add +3.4% | 39,359,425 | $1.2B |
| Invesco Ltd. | 0.16% | Add +1.3% | 27,076,718 | $849.1M |
| Goldman Sachs Group Inc. | 0.13% | Add +0.5% | 21,252,407 | $666.5M |
| Morgan Stanley | 0.05% | Add +9.7% | 20,794,156 | $652.1M |
| American Century Companies Inc. | 0.35% | Reduce -7.3% | 19,443,277 | $609.7M |
| Fayez Sarofim & Co | 1.33% | Add +0.1% | 17,492,880 | $548.6M |
| Tortoise Capital Advisors, L.L.C. | 6.28% | Add +0.1% | 15,642,522 | $490.5M |
| Blackstone Inc. | 2.27% | Reduce -9.9% | 15,265,882 | $478.7M |
| Neuberger Berman Group LLC | 0.37% | Reduce -6.6% | 15,005,619 | $470.6M |
| FMR LLC | 0.03% | Add +2.1% | 14,734,295 | $462.1M |
| Energy Income Partners, LLC | 9.05% | Reduce -2.9% | 14,054,213 | $440.7M |
| Kayne Anderson Capital Advisors LP | 10.17% | Add +16.7% | 13,588,164 | $426.1M |
| UBS Group AG | 0.09% | Reduce -5.3% | 12,879,127 | $403.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.70% | Add +8.8% | 10,546,528 | $330.7M |
| Clearbridge Investments, LLC | 0.26% | Reduce -0.1% | 10,068,872 | $315.8M |
| Bank of America Corp. | 0.03% | Reduce -33.2% | 9,850,365 | $308.9M |
| CIBC Private Wealth Group LLC | 0.56% | Reduce -0.5% | 9,507,036 | $308.4M |
| Ensign Peak Advisors, Inc | 0.50% | No change | 9,052,325 | $283.9M |
| BlackRock, Inc. | 0.01% | Reduce -6.2% | 8,734,493 | $273.9M |
| Raymond James Financial Inc. | 0.07% | — | 6,368,215 | $199.7M |
| Westwood Holdings Group Inc. | 1.42% | Add +11.1% | 5,830,088 | $182.8M |
| Principal Financial Group Inc. | 0.10% | Reduce -3.9% | 5,691,566 | $178.5M |
| Chickasaw Capital Management LLC | 6.92% | Reduce -0.7% | 5,461,487 | $171.3M |
| Fairholme Capital Management | 14.46% | Add +0.1% | 5,448,900 | $170.9M |
| Berkley W R Corp. | 9.03% | No change | 5,089,794 | $159.6M |
| Hamlin Capital Management, LLC | 3.81% | Reduce -0.2% | 4,912,189 | $154.0M |
| Brookfield Corp | 0.87% | Reduce -4.0% | 4,570,224 | $143.3M |
| Wells Fargo & Company | 0.03% | Add +4.2% | 4,287,799 | $134.5M |
| Thrivent Financial for Lutherans | 0.24% | Reduce -3.4% | 3,933,020 | $123.3M |
| Stifel Financial Corp. | 0.12% | Add +10.1% | 3,822,076 | $119.9M |
| Paralel Advisors LLC | 4.88% | No change | 3,650,000 | $114.5M |
| Royal Bank of Canada | 0.02% | Reduce -0.8% | 3,614,262 | $113.3M |
| Reaves W H & Co. Inc. | 2.97% | No change | 3,593,940 | $112.7M |
| Deutsche Bank AG | 0.04% | Reduce -15.3% | 3,479,575 | $109.1M |
| LPL Financial LLC | 0.04% | Add +10.7% | 3,326,224 | $104.3M |
| Miller Howard Investments Inc. | 3.31% | Add +5.0% | 3,209,370 | $100.6M |
| HighTower Advisors, LLC | 0.13% | Add +1.0% | 3,136,870 | $98.4M |
| BNP Paribas Financial Markets | 0.07% | Reduce -2.5% | 2,985,852 | $93.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -19.9% | 2,721,479 | $85.3M |
| Allianz Asset Management GmbH | 0.10% | Add +4.0% | 2,268,855 | $71.2M |
| Barclays PLC | 0.04% | Reduce -10.9% | 2,254,978 | $70.7M |
| Eagle Global Advisors LLC | 2.78% | Add +8.4% | 2,166,604 | $67.9M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 4.50% | Add +5.7% | 2,161,325 | $67.8M |
| Fractal Investments LLC | 9.98% | No change | 2,079,189 | $65.2M |
| Beach Investment Counsel Inc. | 8.80% | Reduce -2.7% | 2,076,112 | $65.1M |
| Chicago Partners Investment Group LLC | 2.15% | Add +2.6% | 1,988,283 | $64.5M |
| Truist Financial Corp. | 0.10% | Reduce -3.3% | 2,039,809 | $64.0M |
| Americana Partners, LLC | 2.47% | Add +12.7% | 1,930,981 | $60.6M |
| U.S. Capital Wealth Advisors, LLC | 1.84% | Add +0.6% | 1,884,424 | $59.1M |
| Duff & Phelps Investment Management Co. | 0.70% | Reduce -11.0% | 1,876,842 | $58.9M |
| Progeny 3, Inc. | 4.66% | Add +1.6% | 1,871,534 | $58.7M |
| Recurrent Investment Advisors LLC | 5.31% | Add +14.7% | 1,845,243 | $57.9M |
| Nicholas Company, Inc. | 0.93% | No change | 1,824,480 | $57.2M |
| Citigroup Inc. | 0.05% | Add +582.4% | 1,800,898 | $56.5M |
| Rockefeller Capital Management L.P. | 0.14% | Add +6.4% | 1,785,628 | $56.0M |
| Longfellow Investment Management Co. LLC | 14.26% | Reduce -3.4% | 1,768,356 | $55.5M |
| Infrastructure Capital Advisors, LLC | 9.24% | Reduce -9.1% | 1,741,859 | $54.6M |
| Texas Yale Capital Corp. | 2.18% | Add +0.3% | 1,729,406 | $54.2M |
| First Eagle Investment Management, LLC | 0.12% | Add +0.0% | 1,656,533 | $51.9M |
| Williams Jones Wealth Management, LLC. | 0.60% | Reduce -4.0% | 1,585,052 | $49.7M |
| Epoch Investment Partners, Inc. | 0.24% | Reduce -27.6% | 1,567,394 | $49.2M |
| Bollard Group LLC | 1.33% | Reduce -1.7% | 1,527,099 | $47.9M |
| Victory Capital Management Inc. | 0.04% | Reduce -0.1% | 1,378,724 | $43.2M |
| Oxbow Advisors, LLC | 5.11% | Reduce -0.9% | 1,349,296 | $42.3M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -0.1% | 1,255,270 | $39.4M |
| Beck Mack & Oliver LLC | 0.71% | Reduce -48.6% | 1,218,072 | $38.2M |
| Maryland State Retirement & Pension System | 0.81% | Reduce -2.4% | 1,197,937 | $37.6M |
| Omega Advisors (Leon Cooperman) | 1.41% | No change | 1,191,535 | $37.4M |
| Penn Davis McFarland Inc. | 4.07% | Reduce -0.6% | 1,191,359 | $37.4M |
| Commonwealth Equity Services, LLC | 0.05% | Add +11.2% | 1,183,574 | $37.1M |
| Corient Private Wealth LP | 0.06% | Add +2.1% | 1,436,308 | $36.7M |
| Susquehanna Fundamental Investments, LLC | 0.61% | — | 1,156,871 | $36.3M |
| Osaic Holdings, Inc. | 0.08% | Add +4.9% | 1,101,735 | $34.6M |
| Tetrad Corp. | 3.54% | No change | 1,100,000 | $34.5M |
| Mariner, LLC | 0.06% | Reduce -0.2% | 1,086,848 | $34.1M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +11.1% | 1,068,284 | $33.5M |
| Bowen Hanes & Co. Inc. | 0.86% | Add +13.4% | 1,018,000 | $31.9M |
| Evergreen Capital Management LLC | 1.03% | Reduce -0.3% | 1,009,345 | $31.7M |
| Cna Financial Corp. | 19.45% | Reduce -4.8% | 1,000,000 | $31.4M |
| Auto-Owners Insurance Co | 0.71% | No change | 1,000,000 | $31.4M |
| Cetera Investment Advisers | 0.06% | Add +7.3% | 983,926 | $30.9M |
| Fort Sheridan Advisors LLC | 4.48% | Reduce -3.8% | 979,256 | $30.7M |
| RR Advisors, LLC | 7.62% | Reduce -1.6% | 945,000 | $29.6M |
| Sei Investments Co. | 0.04% | Reduce -0.4% | 879,557 | $27.6M |
| Merewether Investment Management, LP | 1.07% | Reduce -18.9% | 856,200 | $26.9M |
| Janney Montgomery Scott LLC | 0.07% | Add +13.6% | 848,749 | $26.6M |
| Blair William & Co. | 0.08% | Add +0.7% | 847,820 | $26.6M |
| Sanders Morris Harris LLC | 3.97% | Add +20.7% | 851,835 | $26.5M |
| Focus Partners Wealth | 0.07% | Reduce -10.5% | 838,774 | $26.3M |
| Exchange Traded Concepts, LLC | 0.52% | Add +1.6% | 821,363 | $25.8M |
| Petrus Trust Company, LTA | 2.46% | Reduce -10.0% | 809,865 | $25.4M |
| HRT Financial LP | 0.13% | Reduce -31.5% | 798,079 | $25.0M |
| Distillate Capital Partners LLC | 1.20% | Reduce -53.2% | 777,693 | $24.4M |
| Creative Planning | 0.02% | Reduce -0.3% | 776,785 | $24.4M |
| Citadel Advisors | 0.02% | Add +57.0% | 767,127 | $24.1M |
| Vorpal, LLC | 100.00% | Add +1.2% | 763,541 | $23.9M |
| GP Brinson Investments LLC | 9.62% | No change | 743,733 | $23.3M |
| Kamunting Street Capital Management, L.P. | 20.12% | Add +7.2% | 741,991 | $23.3M |
| US Bancorp \de | 0.03% | Add +6.6% | 734,016 | $23.0M |
| CBRE Investment Management Listed Real Assets LLC | 0.41% | Reduce -33.0% | 731,712 | $22.9M |
| Beacon Pointe Advisors, LLC | 0.25% | Add +16.4% | 727,966 | $22.8M |
| Glenmede Trust Co. NA | 0.12% | Reduce -1.0% | 727,664 | $22.8M |
| Nuveen Asset Management, LLC | 0.01% | Add +58.9% | 726,562 | $22.8M |
| KDK Private Wealth Management, LLC | 23.21% | — | 712,148 | $22.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +3.8% | 681,840 | $21.4M |
| Payden & Rygel | 1.81% | No change | 669,370 | $21.0M |
| Cutter & CO Brokerage, Inc. | 5.12% | Add +1.4% | 668,636 | $21.0M |
| Kestra Advisory Services, LLC | 0.11% | Add +191.1% | 666,050 | $20.9M |
| Jennison Associates LLC | 0.01% | Reduce -67.8% | 640,702 | $20.1M |
| MAI Capital Management | 0.15% | Add +4.6% | 640,075 | $20.1M |
| M&T Bank Corp | 0.07% | Add +0.7% | 633,682 | $19.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.2% | 624,919 | $19.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -38.4% | 611,902 | $19.2M |
| SailingStone Capital Partners LLC | 6.24% | Reduce -2.1% | 599,515 | $18.8M |
| Capital Investment Advisors, LLC | 0.38% | Reduce -0.7% | 587,199 | $18.4M |
| Tectonic Advisors LLC | 1.17% | Add +5.4% | 570,393 | $17.9M |
| HSBC Holdings PLC | 0.01% | Add +141.7% | 569,364 | $17.9M |
| Heronetta Management, L.P. | 9.93% | Reduce -0.7% | 554,548 | $17.4M |
| Investment Management Associates Inc. | 7.38% | Reduce -1.4% | 538,824 | $16.9M |
| Captrust Financial Advisors | 0.05% | Reduce -0.7% | 532,789 | $16.7M |
| Marco Investment Management LLC | 1.43% | Reduce -1.6% | 528,405 | $16.6M |
| Private Capital Advisors, Inc. | 1.96% | Reduce -0.0% | 525,928 | $16.5M |
| Icon Wealth Advisors, LLC | 1.30% | Reduce -13.2% | 503,348 | $15.8M |
| Gagnon Securities LLC | 3.15% | Reduce -0.6% | 498,190 | $15.6M |
| Catalyst Capital Advisors LLC | 0.33% | Add +4.1% | 496,741 | $15.6M |
| D.A. Davidson & Co. | 0.13% | Add +4.5% | 491,515 | $15.4M |
| Sanctuary Advisors, LLC | 0.10% | Reduce -13.6% | 444,918 | $15.1M |
| NorthCrest Asset Manangement, LLC | 0.45% | Add +0.3% | 476,485 | $14.9M |
| Cerity Partners LLC | 0.03% | Add +18.9% | 470,226 | $14.7M |
| JRM Investment Counsel, LLC | 5.46% | Add +1.0% | 467,179 | $14.7M |
| CW Advisors, LLC | 0.20% | Add +3.3% | 462,267 | $14.5M |
| Mesirow Financial Investment Management, Inc. | 0.28% | Add +1.0% | 450,396 | $14.1M |
| Oppenheimer & Co. Inc. | 0.21% | Add +1.3% | 448,299 | $14.1M |
| Fisher Funds Management LTD | 0.33% | — | 432,735 | $13.6M |
| Dividend Assets Capital, LLC | 2.61% | Reduce -1.6% | 428,549 | $13.4M |
| Mercer Global Advisors Inc. | 0.03% | Add +42.4% | 411,024 | $12.9M |
| Moors & Cabot, Inc. | 0.61% | Add +4.4% | 408,501 | $12.8M |
| Bank of Montreal | 0.01% | Add +1784.6% | 404,439 | $12.7M |
| Private Advisor Group, LLC | 0.07% | Add +3.4% | 390,235 | $12.2M |
| Heritage Wealth Advisors | 0.58% | Add +0.4% | 371,864 | $11.7M |
| AlphaCore Capital LLC | 2.52% | No change | 371,166 | $11.6M |
| Cohen Capital Management, Inc. | 1.93% | No change | 368,691 | $11.6M |
| Gabelli Funds LLC | 0.09% | Reduce -0.9% | 367,500 | $11.5M |
| McGowan Group Asset Management, Inc. | 1.57% | Add +0.2% | 366,782 | $11.5M |
| Alliancebernstein L.P. | 0.00% | Add +51.5% | 362,183 | $11.4M |
| Fogel Capital Management, Inc. | 5.51% | Add +8.7% | 349,820 | $11.0M |
| WP Advisors, LLC | 3.62% | Add +2.6% | 346,315 | $10.9M |
| Ameriprise Financial Inc. | 0.00% | Add +4.0% | 345,061 | $10.8M |
| Parsons Capital Management Inc. | 0.58% | Reduce -0.1% | 343,110 | $10.8M |
| Gagnon Advisors, LLC | 6.82% | No change | 339,877 | $10.7M |
| Allen Mooney & Barnes Investment Advisors LLC | 1.80% | Reduce -0.9% | 339,625 | $10.7M |
| NBW Capital LLC | 1.97% | Add +0.5% | 338,363 | $10.6M |
| Sovereign Investment Advisors, LLC | 3.10% | No change | 332,382 | $10.4M |
| GenTrust, LLC | 0.45% | No change | 332,201 | $10.4M |
| DAVENPORT & Co LLC | 0.06% | Add +0.3% | 332,462 | $10.4M |
| Delta Investment Management, LLC | 1.95% | Add +3.2% | 318,680 | $10.0M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +7.3% | 310,132 | $9.7M |
| Pathstone Holdings, LLC | 0.04% | Add +1.8% | 310,037 | $9.7M |
| Edgemoor Investment Advisors, Inc. | 0.86% | Add +0.7% | 309,426 | $9.7M |
| Ballast Advisors LLC | 2.99% | Add +1.3% | 309,182 | $9.7M |
| Choate Investment Advisors | 0.23% | Reduce -2.0% | 304,621 | $9.6M |
| Oliver Luxxe Assets LLC | 1.70% | No change | 323,777 | $9.4M |
| Prospera Financial Services Inc | 0.22% | Add +0.2% | 299,147 | $9.4M |
| Brown Advisory Inc. | 0.01% | Reduce -4.4% | 294,822 | $9.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -12.5% | 293,967 | $9.2M |
| NewEdge Advisors, LLC | 0.06% | Add +2.9% | 291,819 | $9.2M |
| Northeast Financial Consultants Inc | 0.38% | No change | 290,927 | $9.1M |
| Foundations Investment Advisors, LLC | 0.18% | Add +5.6% | 290,363 | $9.1M |
| Northern Trust Corp. | 0.00% | Add +24.3% | 287,545 | $9.0M |
| HUB Investment Partners, LLC | 0.38% | Add +29.3% | 287,496 | $9.0M |
| Stephens Inc. | 0.13% | Add +0.1% | 285,712 | $9.0M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.51% | Add +0.5% | 280,460 | $8.8M |
| Synergy Asset Management, LLC | 0.67% | Add +117.4% | 284,990 | $8.7M |
| Advisory Services Network, LLC | 0.16% | Reduce -6.2% | 275,660 | $8.6M |
| B. Riley Wealth Advisors, Inc. | 0.28% | Reduce -7.8% | 274,326 | $8.6M |
| Pathway Financial Advisers, LLC | 2.84% | Reduce -96.5% | 270,066 | $8.5M |
| Harber Asset Management LLC | 2.53% | New | 266,552 | $8.4M |
| Cullen Investment Group, LTD. | 1.22% | Add +1.6% | 263,068 | $8.2M |
| Baldwin Wealth Partners LLC | 0.56% | Reduce -0.1% | 259,824 | $8.1M |
| Hennessy Advisors Inc. | 0.24% | No change | 259,700 | $8.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.4% | 256,624 | $8.0M |
| Account Management LLC | 9.39% | Reduce -0.5% | 255,730 | $8.0M |
| American Financial Group Inc. | 3.74% | No change | 255,000 | $8.0M |
| Sound View Wealth Advisors Group, LLC | 0.64% | Add +0.8% | 252,162 | $7.9M |
| New Vernon Investment Management LLC | 10.28% | Add +913.9% | 164,976 | $7.8M |
| &partners | 0.09% | Add +188.5% | 243,701 | $7.8M |
| Adams Asset Advisors, LLC | 1.00% | No change | 244,228 | $7.7M |
| Renaissance Investment Group LLC | 1.58% | Reduce -2.7% | 238,442 | $7.5M |
| Segment Wealth Management, LLC | 0.51% | No change | 237,705 | $7.5M |
| Fort Washington Investment Advisors Inc. | 0.04% | Add +8.4% | 236,515 | $7.4M |
| Chilton Capital Management LLC | 0.31% | Reduce -5.3% | 233,841 | $7.3M |
| Rothschild Capital Partners, LLC | 1.77% | No change | 232,447 | $7.3M |
| Sheets Smith Wealth Management | 0.89% | No change | 232,090 | $7.3M |
| Nations Financial Group Inc, /Ia/ | 0.53% | Add +0.6% | 229,402 | $7.2M |
| Wexford Capital LP | 1.81% | Reduce -1.3% | 225,887 | $7.1M |
| Rothschild Investment LLC | 0.46% | Add +0.0% | 224,552 | $7.0M |
| Spirit of America Management Corp. | 1.42% | Reduce -8.6% | 223,636 | $7.0M |
| King Luther Capital Management Corp. | 0.03% | Reduce -6.2% | 222,257 | $7.0M |
| Cohen & Steers, Inc. | 0.01% | Reduce -27.3% | 220,494 | $6.9M |
| Bradley Foster & Sargent Inc. | 0.12% | Reduce -0.3% | 219,617 | $6.9M |
| Evercore Wealth Management, LLC | 0.10% | No change | 218,193 | $6.8M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +21.4% | 216,490 | $6.8M |
| Mutual Advisors, LLC | 0.20% | Add +7.8% | 200,941 | $6.8M |
| Jackson Hole Capital Partners, LLC | 1.37% | Add +0.4% | 215,563 | $6.8M |
| Sunbelt Securities, Inc. | 0.59% | Reduce -12.9% | 212,948 | $6.6M |
| Loudon Investment Management, LLC | 3.75% | No change | 210,116 | $6.6M |
| Empowered Funds, LLC | 0.10% | Add +14.6% | 208,151 | $6.5M |
| Gilman Hill Asset Management, LLC | 1.13% | Reduce -6.5% | 207,234 | $6.5M |
| GAMCO Investors | 0.07% | Reduce -0.9% | 206,811 | $6.5M |
| Salem Investment Counselors Inc. | 0.21% | Reduce -1.4% | 204,791 | $6.4M |
| Clarkston Capital Partners, LLC | 0.12% | No change | 204,600 | $6.4M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +17.7% | 203,147 | $6.4M |
| Acadian Asset Management LLC | 0.02% | Reduce -39.9% | 201,846 | $6.3M |
| Adell Harriman & Carpenter Inc. | 0.44% | Reduce -0.7% | 200,943 | $6.3M |
| Outfitters Financial LLC | 5.03% | No change | 200,372 | $6.3M |
| Hollow Brook Wealth Management LLC | 1.89% | Reduce -2.7% | 196,562 | $6.2M |
| Lido Advisors, LLC | 0.04% | Add +70.6% | 196,394 | $6.2M |
| Bourgeon Capital Management LLC | 1.16% | Reduce -0.6% | 194,424 | $6.1M |
| Knollwood Investment Advisory, LLC | 0.63% | Add +1.8% | 193,335 | $6.1M |
| Oak Family Advisors, LLC | 2.36% | Add +0.7% | 192,587 | $6.0M |
| Bridges Investment Management Inc. | 0.08% | No change | 192,363 | $6.0M |
| Hardman Johnston Global Advisors LLC | 0.25% | Reduce -11.8% | 191,940 | $6.0M |
| Silvercrest Asset Management Group LLC | 0.04% | Reduce -3.7% | 191,003 | $6.0M |
| Savant Capital, LLC | 0.05% | Add +0.1% | 190,061 | $6.0M |
| Baldwin Investment Management, LLC | 0.77% | Reduce -5.5% | 187,625 | $5.9M |
| Sage Advisors, LLC | 4.36% | Add +1.9% | 186,230 | $5.8M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -6.6% | 182,644 | $5.7M |
| Childress Capital Advisors, LLC | 1.58% | Reduce -5.0% | 180,667 | $5.7M |
| Moneta Group Investment Advisors LLC | 0.08% | Add +3.8% | 180,250 | $5.7M |
| CFM Wealth Partners LLC | 0.95% | Reduce -0.6% | 179,960 | $5.6M |
| Bfsg, LLC | 0.65% | Reduce -0.8% | 177,021 | $5.6M |
| Jump Financial, LLC | 0.12% | Add +1156.7% | 173,951 | $5.5M |
| Pekin Hardy Strauss, Inc. | 0.69% | Add +0.3% | 172,418 | $5.4M |
| Linscomb Wealth, Inc. | 0.27% | Reduce -0.6% | 172,341 | $5.4M |
| Ashford Capital Management Inc. | 0.63% | Add +18.8% | 170,470 | $5.3M |
| Hilltop Holdings Inc. | 0.34% | Add +64.3% | 170,167 | $5.3M |
| Ancora Advisors LLC | 0.12% | Add +0.2% | 169,235 | $5.3M |
| Franklin Resources Inc. | 0.00% | Add +7.4% | 168,559 | $5.3M |
| Birch Capital Management, LLC | 2.66% | Add +0.3% | 168,540 | $5.3M |
| Boston Partners | 0.01% | Reduce -6.1% | 166,050 | $5.2M |
| ArchPoint Investors | 1.70% | Add +0.3% | 165,360 | $5.2M |
| NorthCoast Asset Management LLC | 0.03% | Add +2.4% | 163,082 | $5.1M |
| Bessemer Group Inc. | 0.01% | Add +24.3% | 162,780 | $5.1M |
| Annandale Capital, LLC | 1.01% | Reduce -8.4% | 162,007 | $5.1M |
| A. D. Beadell Investment Counsel, Inc. | 4.07% | Add +0.3% | 160,310 | $5.0M |
| Bard Financial Services, Inc. | 0.60% | Reduce -9.3% | 159,450 | $5.0M |
| Scotia Capital Inc. | 0.03% | Reduce -0.5% | 157,566 | $4.9M |
| Independent Financial Group, LLC | 0.16% | Add +9.5% | 156,044 | $4.9M |
| Ar Asset Management Inc. | 1.12% | No change | 155,810 | $4.9M |
| Crescent Grove Advisors, LLC | 0.48% | Add +1.5% | 155,221 | $4.9M |
| Snowden Capital Advisors LLC | 0.15% | Add +2.4% | 154,516 | $4.8M |
| Canal Insurance CO | 1.22% | No change | 150,000 | $4.7M |
| Avantax Advisory Services, Inc. | 0.03% | Add +13.2% | 147,084 | $4.6M |
| River Road Asset Management, LLC | 0.06% | Reduce -22.4% | 146,909 | $4.6M |
| Equitable Holdings, Inc. | 0.04% | Add +0.9% | 146,730 | $4.6M |
| Capital Analysts, LLC | 0.18% | Reduce -0.2% | 145,110 | $4.6M |
| Cullen Capital Management, LLC | 0.05% | Reduce -1.8% | 143,795 | $4.5M |
| Cresset Asset Management, LLC | 0.02% | Add +614.8% | 143,296 | $4.5M |
| Summit Financial, LLC | 0.16% | Add +350.2% | 142,400 | $4.5M |
| Vanguard Personalized Indexing Management, LLC | 0.07% | Reduce -0.7% | 140,969 | $4.4M |
| FourThought Financial Partners, LLC | 0.46% | Add +18.5% | 140,532 | $4.4M |
| Epacria Capital Partners, LLC | 3.72% | No change | 139,372 | $4.4M |
| Independent Advisor Alliance | 0.06% | Add +5.5% | 138,164 | $4.3M |
| Pin Oak Investment Advisors Inc. | 3.93% | No change | 148,295 | $4.3M |
| Tower Bridge Advisors | 0.47% | Reduce -0.9% | 137,345 | $4.3M |
| PFG Investments, LLC | 0.27% | Add +7.4% | 136,958 | $4.3M |
| F/m Investments LLC | 0.16% | Add +1.1% | 136,922 | $4.3M |
| Rollins Financial Advisors, LLC | 0.67% | Add +27.8% | 136,910 | $4.3M |
| Woodmont Investment Counsel LLC | 0.32% | Reduce -8.1% | 136,860 | $4.3M |
| Argent Trust Co | 0.17% | Add +1.4% | 136,558 | $4.3M |
| Tweedy, Browne Co LLC | 0.29% | No change | 136,295 | $4.3M |
| ProVise Management Group, LLC | 0.36% | Reduce -7.2% | 134,848 | $4.2M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +13.7% | 133,654 | $4.2M |
| Hilton Capital Management, LLC | 0.36% | Reduce -0.8% | 132,112 | $4.1M |
| Icon Advisers Inc. | 0.95% | Reduce -21.0% | 132,000 | $4.1M |
| Shoker Investment Counsel, Inc. | 1.40% | Reduce -0.2% | 131,788 | $4.1M |
| Horizon Kinetics Asset Management LLC | 0.05% | Add +0.5% | 130,752 | $4.1M |
| Asset Planning Services Inc. /La/ | 2.00% | Reduce -1.9% | 130,630 | $4.1M |
| Sapient Capital LLC | 0.08% | Add +5.8% | 129,816 | $4.1M |
| BCM Advisors, LLC | 0.91% | No change | 122,984 | $4.1M |
| JB Capital LLC | 0.22% | Add +3.9% | 126,253 | $4.0M |
| JFS Wealth Advisors, LLC | 0.27% | Reduce -1.0% | 126,074 | $4.0M |
| Moneco Advisors, LLC | 0.41% | Add +2.3% | 123,727 | $3.9M |
| Avenir Corp. | 0.40% | No change | 123,578 | $3.9M |
| Advisors Asset Management, Inc. | 0.07% | Add +48.5% | 123,069 | $3.9M |
| Keybank National Association | 0.01% | Add +0.3% | 120,053 | $3.8M |
| Cercano Management LLC | 0.10% | No change | 120,021 | $3.8M |
| Cherokee Insurance Co | 1.71% | — | 120,000 | $3.8M |
| Hurley Capital, LLC | 2.96% | — | 115,680 | $3.7M |
| FLC Capital Advisors | 0.85% | Add +4.7% | 117,160 | $3.7M |
| HB Wealth Management, LLC | 0.04% | Reduce -4.0% | 114,521 | $3.6M |
| Blue Capital, Inc. | 2.52% | — | 113,815 | $3.6M |
| XML Financial, LLC | 0.33% | Add +6.3% | 113,132 | $3.5M |
| Am Investment Strategies LLC | 0.86% | Add +1.5% | 113,102 | $3.5M |
| Level Four Advisory Services, LLC | 0.14% | Add +71.3% | 113,000 | $3.5M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 2.65% | Reduce -0.1% | 112,952 | $3.5M |
| First Trust Advisors LP | 0.00% | Reduce -3.1% | 112,927 | $3.5M |
| ARS Investment Partners, LLC | 0.32% | No change | 112,804 | $3.5M |
| Exencial Wealth Advisors, LLC | 0.13% | Add +3.6% | 112,706 | $3.5M |
| Apollon Wealth Management, LLC | 0.08% | Add +4.8% | 112,682 | $3.5M |
| Grand Jean Capital Management Inc. | 0.82% | No change | 112,554 | $3.5M |
| Cwm, LLC | 0.01% | Add +54.9% | 111,606 | $3.5M |
| Cannell & Spears LLC | 0.07% | Reduce -4.7% | 111,585 | $3.5M |
| Jane Street Group, LLC | 0.01% | Add +362.2% | 111,520 | $3.5M |
| Cyndeo Wealth Partners, LLC | 0.24% | Add +0.2% | 111,156 | $3.5M |
| Verity & Verity, LLC | 0.32% | Add +30.8% | 110,648 | $3.5M |
| Blackhill Capital Inc. | 0.18% | No change | 108,704 | $3.4M |
| Trek Financial, LLC | 0.25% | New | 108,571 | $3.4M |
| ProShare Advisors LLC | 0.01% | Reduce -9.2% | 108,404 | $3.4M |
| Montchanin Asset Management, LLC | 3.30% | Add +1.2% | 107,580 | $3.4M |
| Steel Grove Capital Advisors, LLC | 0.47% | Add +0.1% | 105,935 | $3.3M |
| Calamos Advisors LLC | 0.02% | Reduce -33.0% | 105,810 | $3.3M |
| IFP Advisors, Inc | 0.11% | Add +14.1% | 105,003 | $3.3M |
| Northern Right Capital Management, L.P. | 1.22% | New | 105,000 | $3.3M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -2.8% | 96,955 | $3.3M |
| Pacer Advisors, Inc. | 0.01% | Add +22.2% | 103,655 | $3.3M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +0.6% | 103,093 | $3.2M |
| Lavaca Capital LLC | 1.42% | Reduce -0.6% | 103,098 | $3.2M |
| Hutner Capital Management Inc. | 1.55% | Add +13.9% | 102,654 | $3.2M |
| Elgethun Capital Management | 0.77% | Add +1.2% | 100,910 | $3.2M |
| Tritonpoint Wealth, LLC | 0.29% | Reduce -7.5% | 100,726 | $3.2M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -17.8% | 100,648 | $3.2M |
| Daymark Wealth Partners, LLC | 0.13% | Reduce -0.0% | 99,931 | $3.1M |
| Dynamic Advisor Solutions LLC | 0.13% | Add +0.7% | 99,240 | $3.1M |
| Doliver Advisors, LP | 0.86% | Add +0.6% | 99,013 | $3.1M |
| Cobblestone Capital Advisors LLC | 0.17% | Add +0.0% | 98,714 | $3.1M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -1.0% | 97,238 | $3.0M |
| Joel Isaacson & Co., LLC | 0.14% | Add +0.1% | 95,931 | $3.0M |
| CoreCap Advisors, LLC | 0.14% | Add +11.3% | 95,394 | $3.0M |
| Waverly Advisors, LLC | 0.05% | Reduce -10.9% | 95,323 | $3.0M |
| Van Eck Associates Corp. | 0.00% | Add +11.9% | 95,029 | $3.0M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -29.0% | 94,160 | $3.0M |
| Castleark Management LLC | 0.10% | No change | 93,321 | $2.9M |
| Wilmington Savings Fund Society, FSB | 0.05% | Add +1.6% | 93,145 | $2.9M |
| Legacy Advisors, LLC | 0.28% | Reduce -1.0% | 93,086 | $2.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -7.9% | 93,000 | $2.9M |
| Valeo Financial Advisors, LLC | 0.08% | Reduce -12.2% | 92,257 | $2.9M |
| Howard Financial Services, LTD. | 0.39% | Add +1.6% | 92,208 | $2.9M |
| StoneX Group Inc. | 0.16% | Reduce -8.8% | 91,998 | $2.9M |
| Choreo, LLC | 0.04% | Reduce -0.7% | 91,901 | $2.9M |
| AlphaQ Advisors LLC | 7.86% | Reduce -2.8% | 91,622 | $2.9M |
| Paragon Advisors, LLC | 0.96% | Reduce -1.1% | 89,270 | $2.8M |
| Tufton Capital Management | 0.53% | Add +0.5% | 88,962 | $2.8M |
| Morningstar Investment Management LLC | 0.22% | Reduce -33.9% | 88,487 | $2.8M |
| Blue Trust, Inc. | 0.04% | Add +10.7% | 88,198 | $2.8M |
| Osterweis Capital Management Inc. | 0.17% | No change | 87,815 | $2.8M |
| Cowa, LLC | 1.34% | Add +2.4% | 87,795 | $2.8M |
| Pinnacle Holdings, LLC | 1.20% | Reduce -3.9% | 87,666 | $2.7M |
| MML Investors Services, LLC | 0.01% | Reduce -32.1% | 86,679 | $2.7M |
| Consolidated Portfolio Review Corp | 0.43% | New | 86,297 | $2.7M |
| Caprock Group, LLC | 0.09% | Add +29.2% | 86,230 | $2.7M |
| Meixler Investment Management, Ltd. | 1.99% | Add +14.3% | 85,450 | $2.7M |
| Everett Harris & Co. | 0.03% | Add +4.8% | 84,790 | $2.7M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -37.9% | 84,306 | $2.6M |
| Callahan Advisors, LLC | 0.25% | Add +34.7% | 83,836 | $2.6M |
| Corps Capital Advisors, LLC | 2.63% | — | 82,642 | $2.6M |
| GM Advisory Group, LLC | 0.14% | Add +3.9% | 82,493 | $2.6M |
| KKM Financial LLC | 1.07% | Add +4.8% | 81,734 | $2.6M |
| Lindbrook Capital, LLC | 0.23% | Add +3.5% | 81,618 | $2.6M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -28.9% | 80,804 | $2.5M |
| Wedbush Securities Inc. | 0.09% | Reduce -1.7% | 80,540 | $2.5M |
| Regions Financial Corp. | 0.02% | Reduce -22.3% | 79,799 | $2.5M |
| Nexpoint Asset Management, L.P. | 0.29% | No change | 78,631 | $2.5M |
| GraniteShares Advisors LLC | 1.56% | Reduce -0.1% | 78,383 | $2.5M |
| Flagship Harbor Advisors, LLC | 0.13% | Add +0.9% | 77,790 | $2.4M |
| Fiducient Advisors LLC | 0.30% | Add +37.3% | 77,413 | $2.4M |
| Huntington National Bank | 0.02% | Reduce -1.9% | 76,484 | $2.4M |
| Aptus Capital Advisors, LLC | 0.03% | Add +822.2% | 75,919 | $2.4M |
| Sowell Financial Services LLC | 0.12% | Add +15.4% | 75,369 | $2.4M |
| Granby Capital Management, LLC | 1.22% | No change | 75,000 | $2.4M |
| IFG Advisory, LLC | 0.13% | Add +9.3% | 74,854 | $2.3M |
| Curi Capital, LLC | 0.05% | Add +0.8% | 74,411 | $2.3M |
| Haverford Trust Co | 0.02% | No change | 74,359 | $2.3M |
| Neville Rodie & Shaw Inc. | 0.17% | Reduce -1.5% | 74,112 | $2.3M |
| Edmp, Inc. | 2.20% | No change | 73,831 | $2.3M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +3.0% | 73,636 | $2.3M |
| Evanson Asset Management, LLC | 0.16% | Add +0.4% | 73,470 | $2.3M |
| Chatham Capital Group, Inc. | 0.38% | Add +0.1% | 73,349 | $2.3M |
| Bokf, NA | 0.04% | Reduce -16.7% | 71,417 | $2.3M |
| SL Advisors, LLC | 3.79% | No change | 73,064 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +51.3% | 72,068 | $2.3M |
| Chiron Capital Management, LLC | 2.06% | Reduce -1.6% | 69,717 | $2.2M |
| Private Wealth Partners, LLC | 0.17% | Add +239.0% | 69,500 | $2.2M |
| One Charles Private Wealth Services, LLC | 0.73% | Add +1.4% | 69,202 | $2.2M |
| RS Crum Inc. | 0.53% | No change | 68,703 | $2.2M |
| Verity Asset Management, Inc. | 1.20% | Reduce -43.3% | 83,737 | $2.1M |
| Cary Street Partners Investment Advisory LLC | 1.40% | Reduce -36.8% | 67,900 | $2.1M |
| Orleans Capital Management Corp. | 1.19% | No change | 63,888 | $2.1M |
| Leavell Investment Management, Inc. | 0.10% | Reduce -2.5% | 67,280 | $2.1M |
| Optimist Retirement Group LLC | 0.99% | Reduce -0.2% | 66,970 | $2.1M |
| Sonora Investment Management Group, LLC | 0.16% | Add +12.8% | 66,554 | $2.1M |
| Charles Schwab Trust Co | 0.18% | Reduce -1.1% | 65,518 | $2.1M |
| Morey & Quinn Wealth Partners, LLC | 1.73% | — | 64,898 | $2.0M |
| MADDEN SECURITIES Corp | 0.81% | Add +0.1% | 64,743 | $2.0M |
| Lee Financial Co | 0.28% | Add +1.4% | 64,569 | $2.0M |
| Visionary Wealth Advisors | 0.12% | Add +476.4% | 64,504 | $2.0M |
| Basso Capital Management, L.P. | 1.74% | No change | 64,100 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +43.3% | 64,032 | $2.0M |
| Brown Brothers Harriman & Co. | 0.01% | Add +9.1% | 63,843 | $2.0M |
| Intrua Financial, LLC | 0.32% | Reduce -27.1% | 63,767 | $2.0M |
| United Advisor Group, LLC | 0.40% | Reduce -4.2% | 63,754 | $2.0M |
| Smith, Moore & Co. | 0.18% | Reduce -1.9% | 63,550 | $2.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.58% | New | 63,351 | $2.0M |
| Applied Capital LLC | 1.55% | Add +2.7% | 62,945 | $2.0M |
| Samalin Investment Counsel, LLC | 0.84% | Reduce -15.0% | 62,219 | $2.0M |
| Intellus Advisors LLC | 0.34% | — | 62,089 | $1.9M |
| Clarus Group, Inc. | 0.69% | Add +0.5% | 62,087 | $1.9M |
| Palisade Capital Management, LP | 0.06% | No change | 62,042 | $1.9M |
| C2C Wealth Management, LLC | 1.80% | No change | 61,886 | $1.9M |
| Avidian Wealth Enterprises, LLC | 0.09% | Reduce -1.6% | 61,739 | $1.9M |
| Whipplewood Advisors, LLC | 1.09% | — | 61,190 | $1.9M |
| TCFG Wealth Management, LLC | 0.96% | Add +1.7% | 60,704 | $1.9M |
| IHT Wealth Management, LLC | 0.06% | Reduce -15.2% | 60,493 | $1.9M |
| Sheaff Brock Investment Advisors, LLC | 0.17% | Add +2.4% | 60,492 | $1.9M |
| Pinnacle West Asset Management, Inc. | 1.35% | No change | 60,107 | $1.9M |
| Moody National Bank Trust Division | 0.20% | Reduce -3.1% | 59,627 | $1.9M |
| Avion Wealth | 0.48% | Reduce -0.1% | 59,304 | $1.9M |
| Edge Capital Group, LLC | 0.08% | Reduce -100.0% | 3 | $1.9M |
| Covenant Asset Management, LLC | 0.41% | Reduce -7.8% | 58,646 | $1.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -2.1% | 58,359 | $1.8M |
| Creegan & Nassoura Financial Group, LLC | 1.23% | Reduce -25.8% | 58,158 | $1.8M |
| Silverberg Bernstein Capital Management LLC | 1.59% | No change | 57,480 | $1.8M |
| Greenline Partners, LLC | 0.25% | No change | 57,457 | $1.8M |
| Cadence Bank | 0.12% | Add +8.9% | 57,037 | $1.8M |
| Clearstead Advisors, LLC | 0.03% | Add +11.6% | 56,970 | $1.8M |
| Vaughan Nelson Investment Management, L.P. | 0.02% | No change | 55,760 | $1.7M |
| UMB Bank, n.a. | 0.03% | Reduce -0.1% | 55,130 | $1.7M |
| Promethium Advisors,llc | 1.18% | Reduce -4.8% | 54,881 | $1.7M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -30.0% | 54,416 | $1.7M |
| Quadrant Private Wealth Management, LLC | 0.42% | Reduce -5.2% | 54,227 | $1.7M |
| Schnieders Capital Management LLC | 0.34% | Add +11.8% | 54,168 | $1.7M |
| Stock Yards Bank & Trust Co. | 0.06% | Reduce -11.2% | 54,039 | $1.7M |
| Trinity Legacy Partners, LLC | 0.44% | No change | 53,960 | $1.7M |
| F&V Capital Management, LLC | 0.45% | No change | 53,959 | $1.7M |
| ELCO Management Co., LLC | 0.89% | Reduce -7.2% | 53,951 | $1.7M |
| Cornerstone Select Advisors, LLC | 1.63% | — | 53,784 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.15% | Reduce -1.1% | 53,776 | $1.7M |
| Bryn Mawr Trust Advisors, LLC | 0.09% | No change | 53,743 | $1.7M |
| Arkadios Wealth Advisors | 0.09% | Add +15.2% | 53,677 | $1.7M |
| Ascentis Wealth Management, LLC | 0.59% | Reduce -8.5% | 53,626 | $1.7M |
| Belpointe Asset Management LLC | 0.10% | No change | 57,315 | $1.7M |
| TD Waterhouse Canada Inc. | 0.01% | Add +1.4% | 53,580 | $1.7M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -2.2% | 53,571 | $1.7M |
| Cibc World Market Inc. | 0.00% | Reduce -4.6% | 53,055 | $1.7M |
| Windsor Advisory Group, LLC | 1.93% | Add +2.6% | 53,019 | $1.7M |
| Busey Bank | 0.05% | Reduce -3.3% | 52,605 | $1.6M |
| Argent Advisors, Inc. | 0.61% | No change | 52,605 | $1.6M |
| Mitchell McLeod Pugh & Williams Inc. | 0.35% | Add +0.1% | 52,594 | $1.6M |
| CMG Global Holdings, LLC | 0.91% | Reduce -1.3% | 48,766 | $1.6M |
| Patten Group, Inc. | 0.36% | Reduce -0.4% | 52,405 | $1.6M |
| R.H. Dinel Investment Counsel, Inc. | 1.10% | No change | 52,350 | $1.6M |
| World Investment Advisors | 0.04% | Add +31.3% | 52,192 | $1.6M |
| Magnus Financial Group LLC | 0.15% | Add +18.8% | 50,837 | $1.6M |
| Credit Industriel Et Commercial | 0.57% | — | 50,605 | $1.6M |
| Bramshill Investments, LLC | 0.25% | Reduce -6.3% | 50,592 | $1.6M |
| Obermeyer Wealth Partners | 0.08% | Reduce -8.6% | 50,534 | $1.6M |
| Roanoke Asset Management Corp./ NY | 0.51% | Reduce -3.7% | 50,388 | $1.6M |
| Lakewood Asset Management LLC | 1.08% | Add +0.0% | 50,182 | $1.6M |
| GFS Advisors, LLC | 0.24% | No change | 50,000 | $1.6M |
| American Assets Investment Management, LLC | 0.13% | No change | 50,000 | $1.6M |
| Kornitzer Capital Management Inc. | 0.03% | Reduce -5.2% | 49,920 | $1.6M |
| E&G Advisors, LLC | 0.42% | Reduce -0.9% | 50,191 | $1.6M |
| Allworth Financial LP | 0.01% | Add +74.7% | 45,366 | $1.5M |
| Parkside Financial Bank & Trust | 0.20% | Add +8.6% | 48,856 | $1.5M |
| Quantum Private Wealth, LLC | 0.49% | No change | 48,762 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -7.4% | 48,621 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +23.1% | 48,550 | $1.5M |
| Cary Street Partners Financial LLC | 0.05% | — | 48,435 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.15% | Add +0.4% | 48,431 | $1.5M |
| Certified Advisory Corp | 0.16% | Add +109.4% | 48,322 | $1.5M |
| Argyle Capital Partners, LLC | 1.30% | — | 48,200 | $1.5M |
| Uptown Financial Advisors LLC | 1.63% | — | 48,051 | $1.5M |
| Silver Lake Advisory, LLC | 0.66% | Add +1.4% | 47,524 | $1.5M |
| Teamwork Financial Advisors, LLC | 0.19% | Reduce -28.1% | 47,044 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Add +10.1% | 46,741 | $1.5M |
| VELA Investment Management, LLC | 0.50% | No change | 46,541 | $1.5M |
| WealthTrust Axiom LLC | 0.43% | Reduce -1.5% | 46,513 | $1.5M |
| LMCG Investments, LLC | 0.09% | Reduce -1.7% | 46,493 | $1.5M |
| Transform Wealth, LLC | 0.08% | Reduce -1.1% | 46,353 | $1.5M |
| Addison Capital Co | 0.58% | Reduce -2.1% | 46,315 | $1.5M |
| McElhenny Sheffield Capital Management, LLC | 0.49% | Add +0.0% | 46,265 | $1.5M |
| Pinnacle Financial Partners Inc | 0.03% | Reduce -0.1% | 46,155 | $1.4M |
| 1776 Wealth LLC | 0.66% | Add +0.1% | 46,027 | $1.4M |
| Macquarie Group Ltd. | 0.00% | Reduce -57.2% | 45,909 | $1.4M |
| Pennsylvania Capital Management Inc. | 0.49% | Add +1.8% | 45,841 | $1.4M |
| Capital City Trust Co. | 0.36% | Reduce -1.6% | 45,526 | $1.4M |
| Sage Investment Counsel LLC | 1.83% | — | 44,884 | $1.4M |
| Objectivity Squared, LLC | 0.98% | Add +2.7% | 43,738 | $1.4M |
| Red Door Wealth Management, LLC | 0.21% | Add +1.6% | 44,654 | $1.4M |
| L. Roy Papp & Associates, LLP | 0.16% | Reduce -0.8% | 44,606 | $1.4M |
| Ieq Capital, LLC | 0.01% | Add +80.0% | 44,246 | $1.4M |
| Jamison Private Wealth Management, Inc. | 0.20% | Add +0.2% | 44,231 | $1.4M |
| Mgo One Seven LLC | 0.05% | Reduce -2.4% | 43,832 | $1.4M |
| LRI Investments, LLC | 0.13% | No change | 43,728 | $1.4M |
| Fidelis Capital Partners, LLC | 0.14% | Add +10.7% | 41,374 | $1.4M |
| Valley National Advisers Inc. | 0.24% | Add +41.5% | 42,940 | $1.3M |
| Ascentis Independent Advisors | 0.26% | Reduce -2.7% | 42,797 | $1.3M |
| AE Wealth Management LLC | 0.01% | Add +16.4% | 42,645 | $1.3M |
| Country Club Bank | 0.09% | Reduce -0.1% | 42,790 | $1.3M |
| BBR Partners, LLC | 0.09% | Reduce -3.7% | 42,500 | $1.3M |
| Wellington Shields & Co., LLC | 0.41% | Reduce -2.8% | 42,470 | $1.3M |
| Moseley Investment Management Inc. | 0.52% | Reduce -9.7% | 42,077 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +7.4% | 41,919 | $1.3M |
| International Assets Investment Management, LLC | 0.11% | Reduce -6.6% | 41,303 | $1.3M |
| FSM Wealth Advisors, LLC | 0.32% | Add +18.4% | 38,712 | $1.3M |
| Meridian Wealth Advisors, LLC | 0.21% | Reduce -21.0% | 41,348 | $1.3M |
| Bogart Wealth, LLC | 0.06% | Reduce -0.1% | 41,143 | $1.3M |
| Brookstone Capital Management | 0.02% | Add +50.3% | 40,932 | $1.3M |
| Angeles Wealth Management, LLC | 0.11% | Add +70.6% | 40,850 | $1.3M |
| Geneva Partners, LLC | 0.51% | No change | 40,250 | $1.3M |
| Veracity Capital LLC | 0.46% | Add +1.4% | 40,231 | $1.3M |
| Synovus Financial Corp. | 0.02% | Reduce -19.9% | 40,153 | $1.3M |
| Atalanta Sosnoff Capital, LLC | 0.03% | Add +33.3% | 40,000 | $1.3M |
| Walleye Capital LLC | 0.01% | Reduce -31.1% | 39,886 | $1.3M |
| CreativeOne Wealth, LLC | 0.04% | Add +139.4% | 39,799 | $1.2M |
| Albert D Mason Inc. | 0.83% | Add +1.5% | 39,466 | $1.2M |
| Novak & Powell Financial Services, Inc. | 0.73% | Reduce -2.5% | 39,165 | $1.2M |
| Smart Money Group LLC | 0.42% | Add +20.1% | 38,890 | $1.2M |
| Asset Dedication, LLC | 0.10% | Reduce -4.1% | 38,548 | $1.2M |
| HM Payson & Co. | 0.02% | Add +0.0% | 38,477 | $1.2M |
| Essex Financial Services, Inc. | 0.09% | Reduce -6.4% | 38,456 | $1.2M |
| Quantum Portfolio Management LLC | 0.65% | Reduce -3.7% | 38,377 | $1.2M |
| Griffin Asset Management, Inc. | 0.14% | Add +0.8% | 38,364 | $1.2M |
| Overbrook Management Corp | 0.26% | No change | 38,241 | $1.2M |
| Grassi Investment Management | 0.10% | Reduce -2.5% | 38,200 | $1.2M |
| Waterfront Wealth Inc. | 0.29% | Add +1.4% | 37,775 | $1.2M |
| Creative Financial Designs Inc. | 0.10% | Add +8.4% | 37,637 | $1.2M |
| Eaton Financial Holdings Company, LLC | 0.45% | Add +1.7% | 37,240 | $1.2M |
| Pasadena Private Wealth, LLC | 0.24% | Add +11.6% | 37,044 | $1.2M |
| Pointe Capital Management LLC | 0.67% | Reduce -8.8% | 36,976 | $1.2M |
| Cascade Financial Partners, LLC | 0.15% | Add +2.6% | 36,735 | $1.2M |
| Moloney Securities Asset Management, LLC | 0.16% | Reduce -5.7% | 36,699 | $1.2M |
| Investor's Fiduciary Advisor Network, LLC | 0.44% | — | 36,545 | $1.1M |
| Plan Group Financial, LLC | 0.60% | Add +15.2% | 36,489 | $1.1M |
| Perissos Private Wealth Management, LLC | 0.84% | Add +1.4% | 35,961 | $1.1M |
| CORDA Investment Management, LLC. | 0.09% | Add +0.8% | 35,720 | $1.1M |
| Searle & Co. | 0.32% | Reduce -2.5% | 35,397 | $1.1M |
| NorthRock Partners, LLC | 0.04% | Add +0.8% | 35,350 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -55.0% | 35,336 | $1.1M |
| Anchor Investment Management, LLC | 0.10% | No change | 35,335 | $1.1M |
| Matthew Goff Investment Advisor, LLC | 0.21% | No change | 35,261 | $1.1M |
| SteelPeak Wealth, LLC | 0.05% | Add +5.1% | 35,114 | $1.1M |
| Virtu Financial LLC | 0.06% | New | 35,020 | $1.1M |
| Whitener Capital Management, Inc. | 0.31% | Reduce -1.8% | 34,943 | $1.1M |
| Optimum Investment Advisors | 0.48% | Reduce -3.3% | 34,846 | $1.1M |
| DF Dent & Co. Inc. | 0.01% | Add +1.9% | 34,832 | $1.1M |
| Galvin, Gaustad & Stein, LLC | 0.10% | No change | 34,810 | $1.1M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +91.2% | 34,747 | $1.1M |
| Wesbanco Bank Inc. | 0.04% | Add +0.4% | 34,745 | $1.1M |
| SeaBridge Investment Advisors LLC | 0.23% | Reduce -15.7% | 34,656 | $1.1M |
| NTV Asset Management LLC | 0.14% | No change | 34,506 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -16.5% | 34,442 | $1.1M |
| XTX Topco Ltd | 0.09% | Add +196.0% | 34,305 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -2.2% | 34,286 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -32.9% | 33,980 | $1.1M |
| Quadrant Capital Group LLC | 0.07% | No change | 33,824 | $1.1M |
| WCG Wealth Advisors LLC | 0.07% | Add +3.5% | 33,606 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -1.6% | 33,594 | $1.1M |
| Summit Securities Group LLC | 0.39% | Reduce -48.3% | 33,500 | $1.1M |
| Capital Advisors Inc. | 0.02% | Reduce -3.3% | 33,458 | $1.0M |
| Wilkinson Global Asset Management LLC | 0.06% | No change | 33,350 | $1.0M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -0.6% | 33,130 | $1.0M |
| Chicago Capital, LLC | 0.03% | No change | 33,054 | $1.0M |
| Aull & Monroe Investment Management Corp | 0.53% | Reduce -2.4% | 33,031 | $1.0M |
| Tiaa Trust, National Association | 0.00% | Add +11.5% | 32,911 | $1.0M |
| Hartford Financial Management Inc. | 0.21% | No change | 32,645 | $1.0M |
| Mosaic Family Wealth Partners, LLC | 0.15% | Reduce -2.2% | 32,628 | $1.0M |
| Brighton Jones LLC | 0.03% | Add +19.9% | 32,620 | $1.0M |
| Mill Creek Capital Advisors, LLC | 0.02% | Add +55.4% | 32,533 | $1.0M |
| Quad-Cities Investment Group, LLC | 0.50% | Add +0.7% | 32,466 | $1.0M |
| Mission Wealth Management, LP | 0.02% | Add +33.0% | 32,456 | $1.0M |
| Frisch Financial Group, Inc. | 0.31% | Add +2.5% | 32,442 | $1.0M |
| Associated Banc-Corp | 0.03% | No change | 32,345 | $1.0M |
| Northern Financial Advisors Inc | 0.81% | Reduce -4.7% | 32,340 | $1.0M |
| Tyche Wealth Partners LLC | 0.21% | Add +3.2% | 32,226 | $1.0M |
| Uhlmann Price Securities, LLC | 0.76% | Add +0.9% | 32,166 | $1.0M |
| Beam Wealth Advisors, Inc. | 0.32% | Add +7.2% | 32,118 | $1.0M |
| WMS Partners, LLC | 0.06% | Add +158.5% | 32,090 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +5.9% | 32,031 | $1.0M |
| Integrated Advisors Network LLC | 0.05% | Add +3.4% | 31,932 | $1.0M |
| Global Retirement Partners, LLC | 0.03% | Reduce -13.5% | 31,838 | $998K |
| CFO4Life Group, LLC | 0.17% | Add +0.7% | 31,754 | $996K |
| Samjo Management, LLC | 0.37% | Add +43.0% | 31,600 | $991K |
| Waters Parkerson & Co., LLC | 0.05% | Add +3.2% | 31,518 | $988K |
| Tru Independence Asset Management 2, LLC | 0.82% | No change | 31,402 | $985K |
| Blue Owl Capital Holdings LP | 0.23% | No change | 31,290 | $981K |
| Park Avenue Securities LLC | 0.01% | Reduce -14.7% | 31,267 | $981K |
| Allen Wealth Management, LLC | 0.69% | Add +6.8% | 30,898 | $969K |
| Voya Financial Advisors, Inc. | 0.10% | Reduce -37.1% | 30,937 | $965K |
| Round Rock Advisors LLC | 0.20% | Add +0.5% | 30,487 | $956K |
| Stablepoint Partners, LLC | 0.18% | No change | 30,418 | $954K |
| Root Financial Partners, LLC | 0.12% | Add +10.4% | 30,401 | $953K |
| Burford Brothers, Inc. | 0.47% | Add +2.1% | 30,329 | $951K |
| Mayflower Financial Advisors, LLC | 0.14% | Add +8.7% | 30,275 | $949K |
| Monetary Management Group Inc. | 0.25% | No change | 30,160 | $946K |
| Harbour Investments, Inc. | 0.03% | Reduce -2.0% | 30,082 | $943K |
| Welch & Forbes LLC | 0.01% | No change | 29,988 | $940K |
| Guyasuta Investment Advisors Inc. | 0.06% | Add +1.1% | 29,800 | $935K |
| Advisor OS, LLC | 0.11% | Add +0.9% | 29,780 | $934K |
| Hilltop National Bank | 0.28% | Reduce -1.8% | 29,647 | $930K |
| Vista Investment Partners LLC | 0.29% | Reduce -0.3% | 29,497 | $925K |
| McAdam, LLC | 0.05% | Add +2.9% | 29,476 | $924K |
| Larson Financial Group LLC | 0.05% | Reduce -7.7% | 29,373 | $921K |
| Ami Investment Management Inc. | 0.30% | Reduce -1.7% | 29,122 | $913K |
| Fortem Financial Group, LLC | 0.35% | Add +7.9% | 29,112 | $913K |
| Rockwood Wealth Management, LLC | 0.10% | Add +2.4% | 29,218 | $912K |
| Turtle Creek Wealth Advisors, LLC | 0.21% | Add +1.8% | 28,977 | $909K |
| Financial Counselors Inc. | 0.01% | Reduce -12.2% | 28,787 | $903K |
| Spire Wealth Management | 0.03% | Reduce -1.6% | 28,776 | $902K |
| Fiduciary Trust Co | 0.01% | Reduce -5.0% | 28,448 | $892K |
| Claro Advisors Inc. | 0.12% | Reduce -0.2% | 28,232 | $885K |
| Home Federal Bank of Tennessee | 0.26% | No change | 27,960 | $877K |
| Cresta Advisors, Ltd. | 0.46% | No change | 30,077 | $876K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +28.2% | 27,684 | $868K |
| Curated Wealth Partners LLC | 0.10% | Add +66.0% | 27,670 | $868K |
| Goodman Financial Corp | 0.19% | Add +16.9% | 27,641 | $867K |
| Beverly Hills Private Wealth, LLC | 0.18% | Reduce -17.8% | 27,521 | $863K |
| Novem Group | 0.13% | — | 27,439 | $860K |
| Rede Wealth, LLC | 0.33% | Reduce -3.9% | 27,256 | $855K |
| CENTRAL TRUST Co | 0.02% | Reduce -2.9% | 27,217 | $854K |
| Ranch Capital Advisors Inc. | 0.40% | Add +0.2% | 27,112 | $850K |
| CWA Asset Management Group, LLC | 0.04% | Reduce -7.3% | 26,859 | $842K |
| Muhlenkamp & Co. Inc. | 0.26% | No change | 26,855 | $842K |
| Arete Wealth Advisors, LLC | 0.06% | Add +17.4% | 26,705 | $838K |
| HBW Advisory Services LLC | 0.09% | Add +4.6% | 26,703 | $837K |
| Natixis Advisors, LLC | 0.00% | Add +86.0% | 26,685 | $837K |
| KCM Investment Advisors LLC | 0.03% | Add +16.3% | 26,642 | $835K |
| Fisher Asset Management | 0.00% | Add +50.6% | 26,476 | $830K |
| Investors Research Corp | 0.18% | Reduce -3.1% | 26,350 | $826K |
| Mather Group, Llc. | 0.01% | No change | 26,272 | $824K |
| Stockman Wealth Management, Inc. | 0.13% | Add +3.5% | 26,222 | $822K |
| Narwhal Capital Management | 0.07% | No change | 26,200 | $822K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.20% | No change | 25,949 | $814K |
| Leo Wealth, LLC | 0.07% | Add +22.4% | 25,796 | $809K |
| White Pine Investment CO | 0.22% | No change | 25,780 | $808K |
| Cornerstone Advisory, LLC | 0.09% | Add +43.1% | 24,150 | $808K |
| Geneos Wealth Management Inc. | 0.03% | Add +2.0% | 25,665 | $805K |
| Firestone Capital Management | 0.20% | No change | 25,503 | $800K |
| Milestone Asset Management, LLC | 0.18% | Add +30.1% | 25,369 | $796K |
| Requisite Capital Management, LLC | 0.16% | No change | 25,367 | $796K |
| Perritt Capital Management Inc | 0.41% | Add +0.8% | 25,333 | $794K |
| Baer Investment Advisory LLC | 0.85% | — | 23,701 | $793K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +13.0% | 25,252 | $792K |
| Ellenbecker Investment Group | 0.14% | Reduce -0.6% | 25,105 | $787K |
| RBF Capital, LLC | 0.04% | No change | 25,000 | $784K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +4.5% | 24,937 | $782K |
| Merit Financial Group, LLC | 0.01% | Reduce -36.4% | 24,829 | $779K |
| Platform Technology Partners | 0.24% | Add +0.1% | 24,758 | $776K |
| South Street Advisors LLC | 0.12% | Reduce -19.4% | 24,730 | $776K |
| Almanack Investment Partners, LLC. | 0.12% | No change | 24,701 | $775K |
| Evermay Wealth Management LLC | 0.12% | Add +0.1% | 24,639 | $773K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Add +1.0% | 24,540 | $770K |
| Modern Wealth Management, LLC | 0.03% | New | 24,512 | $769K |
| Aspen Grove Capital, LLC | 0.16% | Add +0.1% | 24,415 | $766K |
| Crawford Investment Counsel Inc. | 0.01% | No change | 24,349 | $764K |
| SeaCrest Wealth Management, LLC | 0.08% | Reduce -21.0% | 24,345 | $763K |
| Fiduciary Group, LLC | 0.08% | Add +12.7% | 24,342 | $763K |
| Austin Wealth Management, LLC | 0.16% | Reduce -0.2% | 22,668 | $761K |
| Olistico Wealth, LLC | 0.44% | No change | 24,242 | $760K |
| TT Capital Management LLC | 0.61% | — | 22,769 | $759K |
| Guggenheim Capital LLC | 0.01% | Add +7.5% | 24,168 | $758K |
| Kovack Advisors, Inc. | 0.07% | Reduce -8.7% | 24,049 | $754K |
| Merrion Investment Management Co, LLC | 0.52% | No change | 24,025 | $753K |
| Transcend Capital Advisors, LLC | 0.05% | Reduce -29.1% | 23,973 | $752K |
| Steele Capital Management, Inc. | 0.04% | No change | 23,847 | $748K |
| BIP Wealth, LLC | 0.05% | Add +12.3% | 23,691 | $743K |
| Addis & Hill, Inc | 0.55% | No change | 23,630 | $741K |
| Wedmont Private Capital | 0.04% | Reduce -14.6% | 22,981 | $739K |
| Tranquility Partners, LLC | 0.28% | Add +1.4% | 23,533 | $738K |
| Manske Wealth Management | 0.29% | — | 23,513 | $737K |
| HFG Advisors, Inc. | 0.64% | Add +6.6% | 23,505 | $737K |
| Strategic Financial Concepts, LLC | 0.14% | Add +36.7% | 23,420 | $734K |
| Avantax Planning Partners, Inc. | 0.03% | Add +1.4% | 23,348 | $732K |
| Balentine LLC | 0.03% | No change | 23,249 | $729K |
| Ellis Investment Partners, LLC | 0.14% | Add +0.2% | 23,242 | $729K |
| Per Stirling Capital Management, LLC. | 0.10% | Reduce -4.1% | 23,217 | $728K |
| Sargent Investment Group, LLC | 0.12% | Add +2.1% | 22,360 | $728K |
| Ipswich Investment Management Co., Inc. | 0.17% | No change | 23,127 | $725K |
| Venture Visionary Partners LLC | 0.03% | Reduce -2.7% | 23,031 | $722K |
| Ellsworth Advisors, LLC | 0.19% | Add +1.7% | 23,022 | $722K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +3.4% | 22,978 | $721K |
| Tocqueville Asset Management L.P. | 0.01% | Add +26.2% | 22,959 | $720K |
| Advus Financial Partners, LLC | 0.20% | No change | 22,748 | $713K |
| RiverGlades Family Offices LLC | 0.51% | No change | 22,723 | $713K |
| ZEGA Investments, LLC | 0.21% | — | 21,199 | $712K |
| Morton Capital Management LLC | 0.13% | Add +1.0% | 22,686 | $711K |
| Stokes Capital Advisors, LLC | 0.18% | Reduce -38.4% | 22,668 | $711K |
| Cascade Investment Advisors, Inc. | 0.46% | No change | 22,626 | $710K |
| Shepherd Kaplan Krochuk, LLC | 0.59% | No change | 22,538 | $707K |
| Meriwether Wealth & Planning, LLC | 0.50% | — | 22,178 | $696K |
| Bleakley Financial Group, LLC | 0.02% | Add +6.6% | 22,111 | $693K |
| Powers Advisory Group, LLC | 0.35% | Add +1.2% | 22,097 | $693K |
| Atlanta Consulting Group Advisors, LLC | 0.26% | Reduce -4.0% | 22,081 | $692K |
| HBK Sorce Advisory LLC | 0.02% | Add +0.1% | 21,945 | $688K |
| TBH Global Asset Management, LLC | 0.16% | No change | 21,888 | $686K |
| Epiq Partners, LLC | 0.39% | No change | 21,860 | $686K |
| Clayton Financial Group LLC | 0.25% | No change | 21,847 | $685K |
| Heritage Investors Management Corp. | 0.02% | Reduce -9.6% | 21,850 | $685K |
| Nwam LLC | 0.04% | Add +0.9% | 21,802 | $684K |
| 180 Wealth Advisors, LLC | 0.11% | Add +164.9% | 21,784 | $683K |
| TCW Group Inc. | 0.01% | No change | 21,772 | $683K |
| First Heartland Consultants, Inc. | 0.07% | Add +3.1% | 21,726 | $681K |
| Archer Investment Corp | 0.18% | No change | 21,641 | $679K |
| American National Bank & Trust | 0.08% | No change | 21,509 | $675K |
| Silvia McColl Wealth Management, LLC | 0.51% | No change | 21,502 | $674K |
| RDA Financial Network | 0.20% | Add +1.3% | 21,389 | $671K |
| Personal Cfo Solutions, LLC | 0.13% | Reduce -1.3% | 21,340 | $669K |
| St Germain D J Co. Inc. | 0.03% | Add +14.5% | 21,266 | $667K |
| Apollon Financial, LLC | 0.17% | Add +5.8% | 21,166 | $664K |
| Charter Research & Investment Group, Inc. | 0.51% | No change | 21,160 | $664K |
| Sagespring Wealth Partners, LLC | 0.02% | — | 21,063 | $661K |
| Walter & Keenan Wealth Management LLC /in/ | 0.20% | No change | 21,048 | $660K |
| Tradition Wealth Management, LLC | 0.06% | Add +0.4% | 21,038 | $660K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -1.0% | 20,855 | $654K |
| Brown Miller Wealth Management, LLC | 0.25% | Add +0.1% | 20,830 | $653K |
| Wealthstar Advisors, LLC | 0.28% | — | 20,785 | $652K |
| Sfmg, LLC | 0.05% | Add +31.8% | 20,746 | $651K |
| North Star Investment Management Corp. | 0.05% | Add +5.8% | 20,736 | $650K |
| RFG Advisory, LLC | 0.02% | Add +199.4% | 20,704 | $649K |
| Capital Advisory Group Advisory Services, LLC | 0.23% | Add +3.1% | 20,699 | $649K |
| Sabal Trust CO | 0.04% | No change | 20,651 | $648K |
| Modus Advisors, LLC | 0.20% | Add +5.7% | 20,561 | $645K |
| Patriot Investment Management Group, Inc. | 0.05% | Add +0.9% | 20,507 | $643K |
| BSW Wealth Partners | 0.09% | Add +0.5% | 20,497 | $643K |
| Verus Capital Partners, LLC | 0.06% | Add +81.7% | 20,468 | $642K |
| MTM Investment Management, LLC | 0.24% | Add +0.5% | 20,297 | $637K |
| JFG Wealth Management, LLC | 0.15% | No change | 20,280 | $636K |
| J.P. Marvel Investment Advisors, LLC | 0.10% | No change | 20,247 | $635K |
| Asset Allocation Strategies LLC | 0.15% | Add +6.1% | 19,267 | $634K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Add +7.2% | 20,219 | $634K |
| Romano Brothers and Company | 0.08% | Add +1.0% | 20,217 | $634K |
| MSH Capital Advisors LLC | 0.20% | Add +19.7% | 20,168 | $632K |
| Liberty Capital Management, Inc. | 0.14% | No change | 20,054 | $629K |
| Townsend Asset Management Corp. /NC/ | 0.23% | Add +1.6% | 20,018 | $628K |
| PBMares Wealth Management LLC | 0.13% | New | 20,013 | $628K |
| Evernest Financial Advisors, LLC | 0.16% | New | 20,000 | $627K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Add +10.6% | 19,997 | $627K |
| Jacobi Capital Management LLC | 0.05% | Reduce -7.4% | 19,988 | $627K |
| PSI Advisors, LLC | 0.19% | Reduce -3.4% | 19,932 | $625K |
| Groesbeck Investment Management Corp. | 0.81% | New | 19,820 | $622K |
| 10Elms LLP | 0.78% | — | 19,818 | $621K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +34.0% | 19,712 | $618K |
| King Wealth Management Group | 0.09% | Add +0.9% | 19,705 | $618K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -3.6% | 19,699 | $618K |
| Sippican Capital Advisors | 0.45% | No change | 19,630 | $616K |
| Chesley Taft & Associates LLC | 0.03% | Add +50.8% | 19,600 | $615K |
| Forum Financial Management, LP | 0.01% | Reduce -31.7% | 19,370 | $607K |
| First Horizon Advisors, Inc. | 0.02% | No change | 19,232 | $603K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 19,218 | $603K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +32.9% | 19,189 | $602K |
| Davis Investment Partners, LLC | 0.25% | Add +0.4% | 18,695 | $601K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +35.3% | 19,156 | $601K |
| Register Financial Advisors LLC | 0.30% | Reduce -1.3% | 19,070 | $598K |
| Allen Investment Management, LLC | 0.01% | No change | 18,987 | $595K |
| Modera Wealth Management, LLC | 0.01% | Add +2.0% | 18,874 | $592K |
| Walker Asset Management, LLC | 0.36% | Add +3.6% | 18,621 | $584K |
| Albion Financial Group | 0.04% | Reduce -0.7% | 18,582 | $583K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -0.4% | 18,521 | $581K |
| TCV Trust & Wealth Management, Inc. | 0.05% | No change | 18,450 | $579K |
| Hodges Capital Management Inc. | 0.03% | No change | 18,417 | $578K |
| Hobbs Group Advisors, LLC | 0.22% | Add +33.0% | 18,391 | $577K |
| Eagle Ridge Investment Management | 0.05% | No change | 18,332 | $575K |
| Pettinga Financial Advisors LLC | 0.13% | Reduce -12.7% | 18,300 | $574K |
| Journey Strategic Wealth LLC | 0.02% | Add +1.9% | 18,272 | $573K |
| United Asset Strategies, Inc. | 0.05% | Add +1.4% | 18,225 | $572K |
| Reynders McVeigh Capital Management, LLC | 0.03% | No change | 18,096 | $567K |
| Redwood Wealth Management Group, LLC | 0.28% | Add +0.5% | 18,000 | $565K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 18,000 | $564K |
| HWG Holdings LP | 0.18% | No change | 17,890 | $561K |
| Townsquare Capital LLC | 0.01% | Reduce -25.3% | 17,872 | $560K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -35.6% | 17,800 | $558K |
| Violich Capital Management, Inc. | 0.07% | Reduce -4.0% | 17,800 | $558K |
| Saxon Interests, Inc. | 0.25% | Add +16.1% | 17,766 | $557K |
| Schmidt P J Investment Management Inc. | 0.10% | No change | 17,760 | $557K |
| NBT Bank, N.A. | 0.04% | No change | 17,748 | $557K |
| Family Manage LLC | 0.09% | Reduce -16.9% | 17,642 | $553K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -2.5% | 17,641 | $553K |
| Pennington Partners & Co., LLC | 0.27% | — | 17,586 | $551K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +10.9% | 16,295 | $551K |
| Canton Hathaway, LLC | 0.14% | Reduce -0.3% | 17,550 | $550K |
| Smithfield Trust Co | 0.03% | No change | 17,570 | $550K |
| Buffington Mohr McNeal | 0.09% | Add +132.9% | 17,532 | $550K |
| Old North State Wealth Management, LLC | 0.31% | Add +1.6% | 17,490 | $549K |
| FineMark National Bank & Trust | 0.02% | No change | 17,413 | $546K |
| Avior Wealth Management, LLC | 0.02% | No change | 17,409 | $546K |
| Arax Advisory Partners | 0.03% | Add +24.7% | 17,304 | $543K |
| Millennium Capital Advisors, LLC | 0.37% | Add +1.4% | 17,295 | $542K |
| Westover Capital Advisors, LLC | 0.12% | Reduce -8.0% | 17,244 | $541K |
| Stokes Family Office, LLC | 0.06% | Add +10.6% | 17,240 | $541K |
| Collaborative Wealth Managment Inc. | 0.24% | Reduce -6.0% | 17,142 | $538K |
| Patten & Patten Inc. | 0.04% | Add +0.7% | 17,115 | $537K |
| Salvus Wealth Management, LLC | 0.34% | Add +0.0% | 17,054 | $535K |
| Executive Wealth Management, LLC | 0.04% | Reduce -0.6% | 17,020 | $534K |
| Fourpath Capital Management, LLC | 0.10% | New | 17,000 | $533K |
| Chapin Davis, Inc. | 0.17% | No change | 18,299 | $533K |
| Wealth Alliance Advisory Group, LLC | 0.11% | Add +12.4% | 16,975 | $532K |
| Weinberger Asset Management, Inc | 0.22% | No change | 16,900 | $530K |
| GWN Securities Inc. | 0.14% | — | 15,667 | $526K |
| Private Trust Co. NA | 0.05% | Add +0.6% | 16,758 | $526K |
| Aveo Capital Partners, LLC | 0.06% | Add +52.3% | 16,755 | $525K |
| Van Cleef Asset Management,Inc | 0.06% | No change | 16,748 | $525K |
| Partners Group Holding AG | 0.02% | Reduce -13.7% | 16,657 | $522K |
| Delta Asset Management LLC | 0.05% | No change | 16,607 | $521K |
| Crumly & Associates Inc. | 0.14% | Add +3.7% | 16,490 | $517K |
| Tidal Investments LLC | 0.00% | Add +4.3% | 16,358 | $513K |
| Empirical Asset Management, LLC | 0.17% | Reduce -1.0% | 16,320 | $512K |
| Heirloom Wealth Management | 0.15% | No change | 16,319 | $512K |
| Fortitude Advisory Group L.L.C. | 0.31% | Add +0.4% | 16,220 | $509K |
| NFSG Corp | 0.13% | New | 16,207 | $508K |
| Whalerock Point Partners, LLC | 0.12% | No change | 16,148 | $506K |
| Western Wealth Management, LLC | 0.03% | Add +2.0% | 16,097 | $505K |
| Creekside Partners | 0.26% | No change | 15,980 | $501K |
| SignalPoint Asset Management, LLC | 0.12% | Add +1.9% | 15,900 | $499K |
| Valued Retirements, Inc. | 0.67% | No change | 15,890 | $498K |
| Winebrenner Capital Management LLC | 0.38% | — | 15,879 | $498K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | Add +6.2% | 15,875 | $498K |
| Leading Edge Financial Planning LLC | 0.16% | Add +1.6% | 15,775 | $495K |
| NewEdge Wealth, LLC | 0.01% | Add +25.5% | 15,756 | $494K |
| Florida Trust Wealth Management Co | 0.02% | No change | 15,745 | $494K |
| World Equity Group, Inc. | 0.11% | New | 15,742 | $494K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +3.6% | 15,701 | $492K |
| Burney Co./ | 0.02% | Add +25.6% | 15,626 | $490K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 15,592 | $489K |
| Howe & Rusling Inc. | 0.04% | No change | 15,517 | $487K |
| Summa Corp. | 0.24% | No change | 15,500 | $486K |
| Fifth Third Bancorp | 0.00% | Add +4.9% | 15,441 | $484K |
| Citizens Financial Group Inc. | 0.01% | Reduce -41.0% | 15,399 | $483K |
| Oder Investment Management, LLC | 0.40% | Add +0.6% | 15,393 | $483K |
| Davis R M Inc. | 0.01% | Add +33.3% | 15,371 | $482K |
| FAS Wealth Partners, Inc. | 0.04% | Add +0.5% | 15,328 | $481K |
| Palumbo Wealth Management LLC | 0.18% | No change | 15,306 | $480K |
| Shufro Rose & Co. LLC | 0.04% | Reduce -7.7% | 15,250 | $478K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -5.3% | 15,248 | $478K |
| Port Capital LLC | 0.02% | No change | 15,250 | $478K |
| Fairman Group, LLC | 0.39% | Reduce -18.4% | 15,155 | $475K |
| Financial Advocates Investment Management | 0.03% | Add +1.9% | 15,124 | $474K |
| QRG Capital Management, Inc. | 0.00% | Add +79.8% | 15,083 | $473K |
| Plancorp, LLC | 0.02% | Add +0.2% | 15,006 | $471K |
| Paragon Capital Management Ltd | 0.09% | New | 15,000 | $470K |
| Shikiar Asset Management Inc. | 0.14% | Add +76.5% | 15,000 | $470K |
| Woodward Diversified Capital, LLC | 0.34% | Reduce -1.2% | 14,920 | $468K |
| Gould Asset Management LLC | 0.10% | Reduce -0.0% | 14,793 | $464K |
| Garrison Bradford & Associates Inc. | 0.48% | Reduce -8.1% | 14,749 | $463K |
| Lake Street Advisors Group, LLC | 0.02% | Reduce -0.1% | 14,736 | $462K |
| Csenge Advisory Group | 0.03% | Reduce -4.5% | 14,735 | $462K |
| Peak Planning Group, LLC | 0.19% | Add +1.1% | 14,711 | $461K |
| Hardy Reed LLC | 0.04% | Add +2.1% | 14,710 | $461K |
| Adalta Capital Management LLC | 0.24% | Reduce -1.7% | 14,675 | $460K |
| Ingalls & Snyder LLC | 0.02% | Add +3.0% | 14,678 | $460K |
| Next Level Private LLC | 0.19% | Add +1.6% | 14,664 | $460K |
| Duncker Streett & Co. Inc. | 0.09% | Add +13.9% | 14,652 | $459K |
| American Institute for Advanced Investment Management, LLP | 0.34% | Reduce -6.3% | 14,650 | $459K |
| Dearborn Partners LLC | 0.02% | Reduce -3.9% | 14,641 | $459K |
| Wolverine Trading, LLC | 0.01% | New | 14,691 | $458K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +2.5% | 14,612 | $458K |
| Harbor Investment Advisory, LLC | 0.04% | Add +0.5% | 14,580 | $457K |
| Wealth Alliance, LLC | 0.05% | Reduce -30.5% | 14,550 | $456K |
| Keudell/Morrison Wealth Management | 0.12% | Add +5.0% | 14,502 | $455K |
| Summit Asset Management, LLC | 0.08% | Reduce -5.3% | 14,481 | $454K |
| Sovereign Financial Group, Inc. | 0.10% | Add +35.6% | 14,467 | $454K |
| BancFirst Trust & Investment Management | 0.20% | No change | 14,530 | $453K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -2.7% | 14,421 | $452K |
| Formidable Asset Management, LLC | 0.07% | Reduce -1.4% | 14,407 | $452K |
| Douglas Lane & Associates, LLC | 0.01% | No change | 14,372 | $451K |
| Bahl & Gaynor LLC | 0.00% | No change | 14,351 | $450K |
| Colonial River Investments, LLC | 0.22% | No change | 14,346 | $450K |
| Axxcess Wealth Management, LLC | 0.01% | Add +2.3% | 14,346 | $450K |
| Diamant Asset Management, Inc. | 0.29% | No change | 14,270 | $448K |
| Matrix Private Capital Group LLC | 0.25% | No change | 14,258 | $447K |
| ORG Partners LLC | 0.06% | Add +242.4% | 14,225 | $446K |
| Sendero Wealth Management, LLC | 0.07% | Add +54.4% | 14,195 | $445K |
| Castleview Partners, LLC | 0.24% | No change | 14,000 | $445K |
| Hancock Whitney Corp. | 0.01% | Add +16.1% | 14,098 | $442K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -12.7% | 14,060 | $441K |
| Clare Market Investments LLC | 0.10% | Add +8.9% | 14,037 | $440K |
| Highlander Partners, L.P. | 0.25% | No change | 14,000 | $439K |
| Next Capital Management LLC | 0.18% | Add +4.5% | 13,993 | $439K |
| Zacks Investment Management | 0.00% | Add +11.9% | 13,983 | $438K |
| AQR Capital Management | 0.00% | New | 13,977 | $438K |
| Naples Global Advisors, LLC | 0.04% | Add +0.1% | 13,929 | $437K |
| Estabrook Capital Management | 0.07% | No change | 13,890 | $436K |
| Alteri Wealth LLC | 0.12% | — | 13,869 | $435K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +0.3% | 13,854 | $434K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +0.3% | 13,854 | $434K |
| Prairie Sky Financial Group LLC | 0.27% | Reduce -2.0% | 13,844 | $434K |
| Cypress Capital Management LLC (WY) | 0.49% | No change | 13,775 | $432K |
| Waterloo Capital, L.P. | 0.05% | Add +0.9% | 13,752 | $431K |
| Schear Investment Advisers, LLC | 0.23% | No change | 13,751 | $431K |
| Good Life Advisors, LLC | 0.03% | Reduce -14.2% | 13,648 | $428K |
| Mb, Levis & Associates, LLC | 0.21% | Add +19.1% | 13,611 | $427K |
| Keystone Wealth Services, LLC | 0.11% | Reduce -5.6% | 13,588 | $426K |
| Cerro Pacific Wealth Advisors LLC | 0.14% | No change | 14,589 | $425K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +3.2% | 13,520 | $424K |
| Sittner & Nelson, LLC | 0.18% | Add +6.0% | 13,496 | $423K |
| Cornell Pochily Investment Advisors, Inc. | 0.15% | Add +0.9% | 13,482 | $423K |
| Advisors Management Group Inc. | 0.10% | Reduce -23.6% | 13,404 | $420K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -11.7% | 13,019 | $419K |
| Diversified Trust Co. | 0.01% | No change | 13,301 | $417K |
| Citizens National Bank Trust Department | 0.09% | Reduce -7.1% | 13,170 | $413K |
| 1620 Investment Advisors, Inc. | 0.32% | Add +2.2% | 13,163 | $413K |
| Patron Partners, LLC | 0.22% | No change | 13,148 | $412K |
| Lion Street Advisors, LLC | 0.13% | Add +17.4% | 13,147 | $412K |
| Magnolia Capital Management Ltd. | 0.32% | No change | 13,015 | $408K |
| Bristlecone Advisors, LLC | 0.03% | No change | 12,976 | $407K |
| Meridian Wealth Management, LLC | 0.02% | Add +1.2% | 12,947 | $406K |
| HHM Wealth Advisors, LLC | 0.06% | No change | 12,915 | $405K |
| Jeppson Wealth Management, LLC | 0.15% | Reduce -1.1% | 12,911 | $405K |
| Heritage Trust Co | 0.05% | — | 12,812 | $402K |
| Welch Group, LLC | 0.02% | Add +0.5% | 12,869 | $402K |
| Pflug Koory, LLC | 0.03% | No change | 12,796 | $401K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +0.5% | 12,795 | $401K |
| Advisors Capital Management, LLC | 0.01% | Reduce -1.8% | 12,750 | $400K |
| Quent Capital, LLC | 0.04% | Reduce -5.8% | 12,742 | $400K |
| Royal Harbor Partners, LLC | 0.15% | Add +0.0% | 12,687 | $398K |
| SkyOak Wealth, LLC | 0.09% | No change | 12,678 | $398K |
| WASHINGTON TRUST Co | 0.01% | No change | 12,662 | $397K |
| Inlight Wealth Management, LLC | 0.23% | — | 12,653 | $397K |
| NWF Advisory Services Inc. | 0.06% | New | 12,569 | $394K |
| Toth Financial Advisory Corp. | 0.05% | Add +1.6% | 12,546 | $393K |
| Stonegate Investment Group, LLC | 0.01% | Add +0.4% | 12,536 | $393K |
| Silverlake Wealth Management LLC | 0.15% | Add +0.0% | 12,529 | $393K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.15% | No change | 12,512 | $392K |
| Norman Fields, Gottscho Capital Management, LLC | 0.13% | No change | 12,490 | $392K |
| Chapman Financial Group, LLC | 0.31% | — | 12,498 | $392K |
| Strategic Wealth Partners, Ltd. | 0.03% | Add +21.1% | 11,779 | $391K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -11.3% | 12,098 | $389K |
| Carnegie Investment Counsel | 0.01% | Reduce -17.0% | 12,351 | $387K |
| Aviance Capital Partners, LLC | 0.05% | Add +0.8% | 12,275 | $385K |
| AssuredPartners Investment Advisors, LLC | 0.07% | — | 12,256 | $384K |
| Allen Capital Group, LLC | 0.05% | Reduce -18.7% | 12,236 | $384K |
| Bank of New Hampshire | 0.10% | No change | 12,223 | $383K |
| Legacy Financial Group, Inc. | 0.12% | No change | 12,190 | $382K |
| Arkfeld Wealth Strategies, L.L.C. | 0.17% | Add +0.1% | 11,713 | $381K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.14% | Reduce -42.5% | 11,512 | $380K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 12,058 | $378K |
| R.H. Investment Group, LLC | 0.35% | — | 12,000 | $376K |
| AllSquare Wealth Management LLC | 0.22% | No change | 12,000 | $376K |
| Black Swift Group, LLC | 0.08% | No change | 12,000 | $376K |
| Austin Private Wealth, LLC | 0.04% | No change | 12,000 | $376K |
| Atlas Brown,Inc. | 0.13% | Reduce -1.1% | 11,987 | $376K |
| PFG Advisors | 0.02% | Reduce -24.0% | 11,958 | $375K |
| RiverFront Investment Group, LLC | 0.01% | No change | 11,920 | $374K |
| ORBA Wealth Advisors, L.L.C. | 0.20% | Reduce -19.4% | 11,907 | $373K |
| Quantinno Capital Management LP | 0.00% | Add +31.4% | 11,890 | $373K |
| Marcum Wealth, LLC | 0.03% | Reduce -30.2% | 11,889 | $373K |
| Sequent Asset Management, LLC | 0.18% | No change | 11,886 | $373K |
| Hara Capital LLC | 0.24% | No change | 11,874 | $372K |
| Sandy Spring Bank | 0.02% | No change | 11,866 | $372K |
| Cynosure Group, LLC | 0.06% | Reduce -3.9% | 11,820 | $371K |
| Security National Bank of Sioux City Iowa | 0.26% | No change | 11,814 | $370K |
| Plante Moran Financial Advisors, LLC | 0.03% | No change | 11,798 | $370K |
| Verdence Capital Advisors LLC | 0.03% | Add +8.7% | 11,727 | $368K |
| Fulcrum Capital LLC | 0.08% | No change | 11,703 | $367K |
| Channel Wealth LLC | 0.12% | Add +13.6% | 11,684 | $366K |
| Outlook Wealth Advisors, LLC | 0.10% | No change | 11,608 | $364K |
| First City Capital Management, Inc. | 0.19% | Add +57.9% | 11,541 | $362K |
| Thompson Investment Management, Inc. | 0.05% | No change | 11,527 | $361K |
| Penbrook Management LLC | 0.25% | No change | 11,490 | $360K |
| Whittier Trust Co. | 0.00% | Reduce -23.9% | 11,417 | $358K |
| Phillips Wealth Planners LLC | 0.36% | Reduce -0.2% | 11,079 | $356K |
| Wealth Management Associates, Inc. | 0.15% | No change | 11,355 | $356K |
| Auxano Advisors, LLC | 0.09% | No change | 11,256 | $353K |
| Copperwynd Financial, LLC | 0.10% | Add +1.8% | 11,239 | $352K |
| Stanley-Laman Group, Ltd. | 0.05% | No change | 11,204 | $351K |
| Arcadia Investment Management Corp. | 0.06% | Add +56.0% | 11,141 | $349K |
| Maia Wealth LLC | 0.07% | Add +34.1% | 10,382 | $347K |
| Claris Advisors, LLC / Mo / | 0.13% | Add +1471.4% | 11,000 | $345K |
| Patrick M Sweeney & Associates, Inc. | 0.26% | Add +0.0% | 10,963 | $344K |
| MKT Advisors LLC | 0.15% | Reduce -1.9% | 10,225 | $343K |
| Oak Harvest Investment Services | 0.05% | Reduce -0.6% | 10,922 | $343K |
| Finer Wealth Management, Inc. | 0.20% | Reduce -13.7% | 10,906 | $342K |
| CVA Family Office, LLC | 0.05% | Add +0.1% | 10,873 | $341K |
| Aft, Forsyth & Company, Inc. | 0.17% | Add +1.7% | 10,863 | $341K |
| Private Harbour Investment Management & Counsel, LLC | 0.37% | No change | 10,850 | $340K |
| Abel Hall, LLC | 0.22% | No change | 10,809 | $339K |
| Arkos Global Advisors | 0.05% | No change | 10,777 | $338K |
| Consilium Wealth Advisory, LLC | 0.16% | No change | 10,730 | $336K |
| Wealth Effects LLC | 0.12% | Reduce -1.1% | 10,700 | $336K |
| Balboa Wealth Partners | 0.08% | Add +42.3% | 10,691 | $335K |
| Beacon Financial Group | 0.04% | Reduce -1.8% | 10,656 | $334K |
| Conning Inc. | 0.01% | No change | 10,640 | $334K |
| Mission Creek Capital Partners, Inc. | 0.07% | Add +26.3% | 10,637 | $334K |
| MV Capital Management, Inc. | 0.04% | Reduce -7.5% | 10,632 | $333K |
| Founders Capital Management | 0.21% | Add +0.0% | 10,620 | $333K |
| Bridgewealth Advisory Group, LLC | 0.09% | Add +7.5% | 10,025 | $333K |
| OneAscent Financial Services LLC | 0.03% | New | 10,589 | $332K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +0.3% | 10,585 | $332K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 10,568 | $331K |
| Bull Street Advisors, LLC | 0.16% | No change | 10,551 | $331K |
| Lantern Wealth Advisors, LLC | 0.21% | No change | 10,547 | $331K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 10,500 | $329K |
| Trustmark Bank Trust Department | 0.02% | No change | 10,500 | $329K |
| Chemistry Wealth Management LLC | 0.08% | Add +1.1% | 10,481 | $329K |
| Clear Creek Financial Management, LLC | 0.04% | Add +14.3% | 10,445 | $328K |
| Venturi Wealth Management, LLC | 0.02% | Add +104.2% | 10,433 | $327K |
| Novare Capital Management LLC | 0.03% | No change | 10,425 | $327K |
| Fermata Advisors, LLC | 0.06% | Add +4.8% | 10,387 | $326K |
| Walled Lake Planning & Wealth Management, LLC | 0.12% | Reduce -19.0% | 10,369 | $325K |
| Dechtman Wealth Management, LLC | 0.06% | Add +1.7% | 10,339 | $324K |
| MCF Advisors LLC | 0.02% | No change | 10,308 | $323K |
| Canal Capital Management, LLC | 0.05% | Add +18.3% | 10,294 | $323K |
| Wealth Advisors of Iowa, LLC | 0.16% | Add +0.0% | 10,290 | $323K |
| Savvy Advisors, Inc. | 0.04% | Add +17.9% | 10,250 | $321K |
| Arbor Trust Wealth Advisors, LLC | 0.15% | Reduce -12.8% | 10,230 | $321K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 10,227 | $321K |
| WR Wealth Planners, LLC | 0.10% | No change | 10,200 | $320K |
| Jefferies Financial Group Inc. | 0.00% | No change | 10,177 | $319K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -1.0% | 10,147 | $318K |
| Sandbox Financial Partners, LLC | 0.11% | Add +3.1% | 10,103 | $317K |
| KPP Advisory Services LLC | 0.07% | No change | 10,101 | $317K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +22.4% | 10,091 | $316K |
| First Foundation Advisors | 0.01% | Add +24.9% | 10,060 | $315K |
| LongView Wealth Management | 0.10% | Add +27.6% | 10,055 | $315K |
| Bank of Stockton | 0.10% | Add +26.4% | 10,030 | $315K |
| Cottage Street Advisors LLC | 0.16% | Add +25.0% | 10,000 | $314K |
| Hyperion Capital Advisors LP | 0.16% | No change | 10,000 | $314K |
| Bison Wealth, LLC | 0.07% | Reduce -30.6% | 9,871 | $310K |
| Sound Income Strategies, LLC | 0.02% | Reduce -3.8% | 9,854 | $309K |
| First Bancorp, Inc | 0.21% | No change | 9,831 | $308K |
| SVB Wealth LLC | 0.01% | New | 9,806 | $308K |
| Farnam Financial LLC | 0.32% | No change | 9,800 | $307K |
| Mattern Capital Management, LLC | 0.04% | No change | 9,800 | $307K |
| Howland Capital Management LLC | 0.01% | No change | 9,750 | $306K |
| Tyler-Stone Wealth Management | 0.05% | Reduce -1.1% | 9,650 | $303K |
| Strategic Advisors LLC | 0.05% | Add +28.9% | 9,648 | $303K |
| WFA Asset Management Corp | 0.16% | Add +1.5% | 9,612 | $301K |
| Granite Group Advisors, LLC | 0.19% | Reduce -5.0% | 9,570 | $300K |
| TrinityPoint Wealth, LLC | 0.04% | Add +0.2% | 9,484 | $297K |
| Principal Securities, Inc. | 0.01% | Reduce -67.8% | 9,472 | $297K |
| Southland Equity Partners LLC | 0.07% | Add +0.1% | 9,430 | $296K |
| FSB Premier Wealth Management, Inc. | 0.12% | New | 9,389 | $294K |
| Omnia Family Wealth, LLC | 0.12% | No change | 9,384 | $294K |
| Carmel Capital Partners, LLC | 0.12% | Add +0.7% | 9,349 | $293K |
| Pinnacle Financial Group, LLC / IL | 0.11% | New | 9,344 | $293K |
| L & S Advisors Inc | 0.04% | No change | 9,340 | $293K |
| Valmark Advisers, Inc. | 0.00% | Add +7.5% | 9,315 | $292K |
| Members Trust Co | 0.01% | Reduce -25.9% | 9,310 | $292K |
| Leigh Baldwin & Co., LLC | 0.25% | — | 9,283 | $291K |
| Mills Wealth Advisors LLC | 0.17% | New | 9,279 | $291K |
| Physician Wealth Advisors, Inc. | 0.05% | No change | 9,267 | $291K |
| Capital Advisors, Ltd. LLC | 0.04% | Add +3.9% | 9,233 | $290K |
| Principle Wealth Partners LLC | 0.02% | Add +6.5% | 9,211 | $289K |
| Realta Investment Advisors | 0.12% | Add +15.2% | 9,067 | $289K |
| Clarity Financial LLC | 0.03% | Reduce -15.0% | 9,179 | $288K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -8.8% | 9,151 | $287K |
| Summitry LLC | 0.01% | No change | 9,110 | $286K |
| Sunbeam Capital Management, LLC | 0.27% | — | 9,105 | $286K |
| Emergent Wealth Advisors, LLC | 0.21% | No change | 9,100 | $285K |
| Full Sail Capital, LLC | 0.02% | Add +3.9% | 9,081 | $285K |
| Magnolia Capital Advisors LLC | 0.07% | New | 9,051 | $284K |
| Souders Financial Advisors | 0.04% | Add +0.8% | 9,043 | $284K |
| Central Valley Advisors, LLC | 0.13% | No change | 9,011 | $283K |
| Sterneck Capital Management, LLC | 0.15% | No change | 9,000 | $282K |
| Alan B Lancz & Associates, Inc. | 0.29% | No change | 8,996 | $282K |
| Aire Advisors, LLC | 0.06% | Add +4.0% | 8,976 | $282K |
| Old North State Trust, LLC | 0.18% | No change | 8,955 | $281K |
| Enhancing Capital LLC | 0.22% | — | 8,960 | $281K |
| First Merchants Corp. | 0.01% | New | 8,924 | $280K |
| Spinnaker Trust | 0.02% | New | 8,920 | $280K |
| Coastline Trust Co | 0.03% | No change | 8,900 | $279K |
| Harmony Asset Management LLC | 0.11% | Reduce -0.4% | 8,874 | $278K |
| Goepper Burkhardt LLC | 0.11% | No change | 8,850 | $278K |
| Proficio Capital Partners LLC | 0.02% | No change | 8,820 | $277K |
| Tempus Wealth Planning, LLC | 0.08% | New | 8,784 | $275K |
| Uptick Partners, LLC | 0.10% | No change | 8,723 | $274K |
| Signaturefd, LLC | 0.01% | Add +63.2% | 8,717 | $273K |
| Susquehanna International Group, LLP | 0.00% | Reduce -93.3% | 8,701 | $273K |
| Pavion Blue Capital, LLC | 0.13% | No change | 8,616 | $270K |
| Summit Financial Wealth Advisors, LLC | 0.05% | No change | 8,151 | $270K |
| Patton Albertson Miller Group, LLC | 0.04% | No change | 8,606 | $270K |
| Willis Johnson & Associates, Inc. | 0.02% | Add +8.1% | 8,587 | $269K |
| Smith Salley Wealth Management | 0.02% | No change | 8,571 | $269K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 8,535 | $268K |
| Blue Fin Capital, Inc. | 0.05% | Reduce -1.2% | 8,529 | $267K |
| Charter Oak Capital Management, LLC | 0.02% | No change | 8,519 | $267K |
| Tradewinds, LLC. | 0.07% | New | 8,046 | $267K |
| LexAurum Advisors, LLC | 0.05% | Reduce -4.8% | 8,497 | $266K |
| Perennial Investment Advisors, LLC | 0.03% | Add +12.4% | 8,457 | $265K |
| S.A. Mason LLC | 0.14% | No change | 8,432 | $264K |
| ARK & TLK Investments, LLC | 0.09% | No change | 8,406 | $264K |
| FreeGulliver LLC | 0.14% | Add +10.9% | 8,388 | $263K |
| New Republic Capital, LLC | 0.17% | No change | 8,384 | $263K |
| Phillips Financial Management, LLC | 0.02% | No change | 8,380 | $263K |
| RE Dickinson Investment Advisors, LLC | 0.22% | Add +15.9% | 8,374 | $263K |
| Challenger Wealth Management | 0.23% | — | 8,370 | $262K |
| Leisure Capital Management | 0.10% | No change | 8,315 | $261K |
| Anderson Hoagland & Co. | 0.03% | No change | 7,720 | $259K |
| Powell Investment Advisors, LLC | 0.12% | Add +1.7% | 8,263 | $259K |
| Eight 31 Financial, LLC | 0.20% | No change | 8,260 | $259K |
| Bayshore Asset Management, LLC | 0.12% | No change | 8,250 | $259K |
| Capital Advantage, Inc. | 0.05% | New | 8,234 | $258K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.03% | Reduce -1.3% | 8,228 | $258K |
| Indie Asset Partners, LLC | 0.20% | Add +4.2% | 8,192 | $257K |
| Seven Mile Advisory | 0.16% | No change | 8,183 | $257K |
| Armstrong Advisory Group, Inc. | 0.02% | Add +4.2% | 8,161 | $256K |
| Uniting Wealth Partners, LLC | 0.12% | — | 8,160 | $256K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +16.1% | 8,149 | $256K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -1.3% | 8,138 | $255K |
| Prossimo Advisors, LLC | 0.18% | No change | 8,123 | $255K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -1.8% | 8,098 | $254K |
| Glenview Trust Co | 0.00% | No change | 8,093 | $254K |
| Aster Capital Management (DIFC) Ltd | 0.10% | New | 8,090 | $254K |
| Virtue Capital Management, LLC | 0.05% | No change | 8,086 | $254K |
| Delta Financial Group, Inc. | 0.06% | New | 8,039 | $252K |
| Princeton Global Asset Management LLC | 0.05% | Add +6.7% | 8,010 | $251K |
| Carnegie Lake Advisors LLC | 0.10% | New | 8,000 | $251K |
| GS Investments, Inc. | 0.11% | No change | 8,000 | $251K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 8,000 | $251K |
| SevenBridge Financial Group, LLC | 0.05% | No change | 7,484 | $249K |
| Cadent Capital Advisors, LLC | 0.09% | Add +0.9% | 7,875 | $247K |
| Duncan Williams Asset Management, LLC | 0.10% | Add +1.1% | 7,850 | $246K |
| Encompass Wealth Advisors, LLC | 0.10% | No change | 7,822 | $245K |
| McDaniel Terry & Co. | 0.02% | New | 7,820 | $245K |
| WPWealth LLP | 0.05% | No change | 7,810 | $245K |
| Hunter Associates Investment Management LLC | 0.04% | Reduce -0.7% | 7,753 | $244K |
| Everstar Asset Management, LLC | 0.17% | New | 7,776 | $244K |
| Apexium Financial, LP | 0.01% | Add +0.5% | 7,750 | $243K |
| Intellectus Partners, LLC | 0.05% | No change | 7,750 | $243K |
| Callan Capital, LLC | 0.02% | Reduce -75.5% | 7,711 | $242K |
| Indiana Trust & Investment Management Co | 0.08% | No change | 7,694 | $241K |
| Satovsky Asset Management LLC | 0.06% | Add +1.7% | 7,681 | $241K |
| Continuum Advisory, LLC | 0.03% | Reduce -13.3% | 7,658 | $240K |
| Tanglewood Legacy Advisors, LLC | 0.10% | No change | 7,650 | $240K |
| Mainstay Capital Management LLC | 0.04% | New | 7,645 | $240K |
| Caldwell Sutter Capital, Inc. | 0.11% | Add +0.8% | 7,640 | $240K |
| Purkiss Capital Advisors LLC | 0.21% | — | 7,625 | $239K |
| Kirtland Hills Capital Management, LLC | 0.15% | Reduce -1.6% | 7,619 | $239K |
| Garrett Wealth Advisory Group, LLC | 0.05% | New | 7,617 | $239K |
| Stelac Advisory Services LLC | 0.09% | No change | 7,600 | $238K |
| JT Stratford LLC | 0.04% | Reduce -44.1% | 7,595 | $238K |
| Lyell Wealth Management, LP | 0.02% | No change | 7,589 | $238K |
| Pitcairn Co. | 0.01% | Reduce -90.2% | 7,580 | $238K |
| Bison Wealth, LLC | 0.03% | — | 7,570 | $237K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.10% | No change | 7,513 | $236K |
| Symphony Financial, Ltd. Co. | 0.04% | Add +1.7% | 6,935 | $235K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -10.2% | 7,500 | $235K |
| Covestor Ltd | 0.15% | Add +23.4% | 7,469 | $235K |
| Elser Financial Planning, Inc | 0.01% | No change | 7,488 | $235K |
| Broadwater Capital Management LLC | 0.18% | No change | 7,472 | $234K |
| Northern Capital Management, Inc. | 0.14% | Reduce -12.7% | 7,409 | $232K |
| Diversified Investment Strategies, LLC | 0.15% | No change | 7,405 | $232K |
| Villere St Denis J & Co. LLC | 0.02% | No change | 7,402 | $232K |
| Calydon Capital | 0.05% | Reduce -55.1% | 7,397 | $232K |
| Clearstead Trust, LLC | 0.05% | Reduce -18.4% | 7,396 | $232K |
| Alliance Wealth Advisors, LLC | 0.13% | Add +0.0% | 7,363 | $231K |
| Mosaic Financial Group, LLC | 0.16% | No change | 7,290 | $229K |
| Hemenway Trust Co LLC | 0.02% | No change | 7,300 | $229K |
| Aventura Private Wealth, LLC | 0.12% | — | 7,264 | $228K |
| Koshinski Asset Management, Inc. | 0.02% | New | 7,258 | $228K |
| Kades & Cheifetz LLC | 0.12% | Add +1.4% | 7,251 | $227K |
| Martel Wealth Advisors LLC | 0.04% | No change | 7,240 | $227K |
| Philip James Wealth Mangement, LLC | 0.03% | No change | 7,240 | $227K |
| Vaughan David Investments LLC | 0.01% | No change | 7,240 | $227K |
| MBL Wealth, LLC | 0.02% | No change | 7,220 | $226K |
| Dumont & Blake Investment Advisors LLC | 0.06% | No change | 7,201 | $226K |
| Evoke Wealth, LLC | 0.01% | New | 7,196 | $226K |
| Inman Jager Wealth Management, LLC | 0.18% | — | 7,191 | $226K |
| Summit Financial Strategies, Inc. | 0.02% | No change | 7,178 | $225K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 7,153 | $224K |
| Breakwater Capital Group | 0.04% | No change | 7,148 | $224K |
| Mountain Capital Investment Advisors Inc. | 0.05% | New | 6,676 | $224K |
| Stiles Financial Services Inc | 0.08% | Add +1.1% | 7,128 | $224K |
| Watchman Group, Inc. | 0.06% | Reduce -10.1% | 7,125 | $223K |
| Kapstone Financial Advisors LLC | 0.12% | New | 6,624 | $223K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 7,105 | $223K |
| Barry Investment Advisors, LLC | 0.07% | Add +0.0% | 7,093 | $222K |
| Kiker Wealth Management, LLC | 0.18% | — | 7,067 | $222K |
| Adirondack Trust Co. | 0.08% | Add +0.7% | 7,060 | $221K |
| Wolff Financial Management LLC | 0.06% | No change | 7,034 | $221K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -0.1% | 7,032 | $221K |
| LBMC Investment Advisors, LLC | 0.02% | New | 7,007 | $220K |
| Bay Rivers Group | 0.11% | No change | 7,000 | $220K |
| Barnes Pettey Financial Advisors, LLC | 0.17% | No change | 6,990 | $219K |
| Bedell Frazier Investment Counselling, LLC | 0.05% | No change | 6,980 | $219K |
| Gibraltar Capital Management, Inc. | 0.10% | No change | 6,945 | $218K |
| Foster Victor Wealth Advisors, LLC | 0.02% | New | 6,478 | $217K |
| Independence Bank of Kentucky | 0.03% | No change | 6,925 | $217K |
| Vertex Planning Partners, LLC | 0.05% | New | 6,925 | $217K |
| Alhambra Investment Management LLC | 0.11% | Reduce -1.4% | 6,920 | $217K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -20.9% | 6,915 | $217K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +3.5% | 6,895 | $216K |
| First Trust Capital Management L.P. | 0.02% | Reduce -8.5% | 6,869 | $215K |
| Sax Wealth Advisors, LLC | 0.02% | New | 6,865 | $215K |
| Resolute Wealth Strategies, LLC | 0.11% | New | 6,851 | $215K |
| RNC Capital Management LLC | 0.01% | Reduce -1.2% | 6,832 | $214K |
| Wescott Financial Advisory Group, LLC | 0.02% | New | 6,831 | $214K |
| American Money Management, LLC | 0.04% | New | 6,813 | $214K |
| Procyon Advisors, LLC | 0.01% | New | 6,794 | $213K |
| Acorn Creek Capital LLC | 0.11% | New | 6,781 | $213K |
| Traynor Capital Management, Inc. | 0.02% | New | 6,770 | $212K |
| Enterprise Financial Services Corp | 0.12% | New | 6,757 | $212K |
| BOS Asset Management, LLC | 0.08% | Reduce -3.3% | 6,750 | $212K |
| Northeast Investment Management | 0.01% | New | 6,749 | $212K |
| Tevis Investment Management | 0.16% | New | 6,719 | $211K |
| J. W. Coons Advisors, LLC | 0.05% | New | 6,700 | $210K |
| Atwood & Palmer Inc. | 0.01% | No change | 6,700 | $210K |
| Brooks, Moore & Associates, Inc. | 0.12% | New | 6,665 | $209K |
| Mattern Wealth Management LLC | 0.05% | Reduce -28.6% | 6,659 | $209K |
| Intrepid Capital Management Inc. | 0.13% | New | 6,653 | $209K |
| Puff Wealth Management, LLC | 0.36% | — | 6,645 | $208K |
| CRA Financial Services, LLC | 0.04% | New | 6,635 | $208K |
| Hudson Value Partners, LLC | 0.08% | Reduce -52.2% | 6,633 | $208K |
| Centaurus Financial, Inc. | 0.01% | Add +0.5% | 6,588 | $207K |
| Alpine Global Management, LLC | 0.07% | New | 6,600 | $207K |
| Regatta Capital Group, LLC | 0.04% | New | 6,593 | $207K |
| KRS Capital Management, LLC | 0.15% | New | 6,581 | $206K |
| Fernwood Investment Management, LLC | 0.07% | New | 6,575 | $206K |
| Compass Ion Advisors, LLC | 0.02% | New | 6,523 | $205K |
| Oak Ridge Investments LLC | 0.02% | New | 6,508 | $204K |
| Kavar Capital Partners Group, LLC | 0.03% | New | 6,500 | $204K |
| Klingenstein Fields & Co. LP | 0.01% | New | 6,468 | $203K |
| Wilkins Miller Wealth Management, LLC | 0.21% | — | 6,450 | $202K |
| Holderness Investments Co. | 0.04% | Reduce -6.7% | 6,436 | $202K |
| Founders Financial Alliance, LLC | 0.06% | Reduce -26.0% | 6,418 | $201K |
| Community Bank & Trust, Waco, Texas | 0.05% | New | 6,405 | $201K |
| Lazard Asset Management LLC | 0.00% | Add +1.9% | 6,440 | $201K |
| Worth Asset Management, LLC | 0.11% | New | 6,400 | $201K |
| Hudson Edge Investment Partners Inc. | 0.04% | Add +77.8% | 6,400 | $201K |
| Graypoint LLC | 0.01% | Reduce -39.4% | 6,391 | $200K |
| Aurora Private Wealth, Inc. | 0.15% | New | 6,384 | $200K |
| First Financial Corp. | 0.09% | No change | 6,349 | $199K |
| Nemes Rush Group LLC | 0.02% | Add +7.5% | 6,202 | $194K |
| Godsey & Gibb, Inc. | 0.02% | No change | 6,174 | $194K |
| Slocum, Gordon & Co LLP | 0.15% | No change | 6,000 | $188K |
| Sawyer & Company, Inc | 0.07% | No change | 5,900 | $185K |
| Carolinas Wealth Consulting LLC | 0.04% | Reduce -15.2% | 5,720 | $179K |
| Wellington Shields Capital Management, LLC | 0.03% | Reduce -40.9% | 5,700 | $179K |
| Caldwell Trust Co | 0.02% | No change | 5,700 | $179K |
| Fortitude Family Office, LLC | 0.06% | Reduce -5.0% | 5,667 | $178K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.3% | 5,577 | $175K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 5,570 | $175K |
| CGC Financial Services, LLC | 0.07% | No change | 5,554 | $174K |
| Montag A & Associates Inc. | 0.01% | No change | 5,550 | $174K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +7.0% | 5,523 | $173K |
| Roxbury Financial LLC | 0.17% | — | 5,021 | $173K |
| Hexagon Capital Partners LLC | 0.03% | No change | 5,330 | $167K |
| Hanson & Doremus Investment Management | 0.03% | No change | 5,307 | $166K |
| Avondale Wealth Management | 0.11% | No change | 5,290 | $166K |
| Hollencrest Capital Management | 0.01% | Add +0.5% | 5,153 | $162K |
| Logan Capital Management Inc. | 0.01% | No change | 5,057 | $159K |
| CNB Bank | 0.07% | Add +41.6% | 5,041 | $158K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.06% | No change | 5,000 | $157K |
| Eagle Bay Advisors LLC | 0.10% | Reduce -6.6% | 4,983 | $156K |
| First Community Trust NA | 0.11% | No change | 4,960 | $156K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 4,960 | $156K |
| Vermillion Wealth Management, Inc. | 0.08% | — | 4,938 | $155K |
| TCTC Holdings, LLC | 0.01% | No change | 4,891 | $153K |
| Medallion Wealth Advisors, LLC | 0.08% | — | 4,794 | $152K |
| Avalon Trust Co | 0.01% | No change | 4,827 | $151K |
| Ridgewood Investments LLC | 0.07% | Add +0.2% | 4,800 | $151K |
| Piscataqua Savings Bank | 0.13% | No change | 4,750 | $149K |
| Pittenger & Anderson Inc. | 0.01% | No change | 4,700 | $147K |
| Nova Wealth Management, Inc. | 0.12% | — | 4,594 | $144K |
| Coston, McIsaac & Partners | 0.04% | Add +1.7% | 4,555 | $142K |
| Atlantic Private Wealth, LLC | 0.11% | No change | 4,500 | $141K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | Add +12.5% | 4,500 | $141K |
| Miller Wealth Advisors, LLC | 0.07% | Reduce -15.5% | 4,463 | $140K |
| Sterling Capital Management LLC | 0.00% | No change | 4,360 | $137K |
| CoreFirst Bank & Trust | 0.08% | No change | 4,320 | $135K |
| Transce3nd, LLC | 0.05% | — | 4,304 | $135K |
| Barrett & Company, Inc. | 0.06% | Add +0.1% | 4,201 | $132K |
| South Plains Financial, Inc. | 0.10% | — | 4,175 | $131K |
| REAP Financial Group, LLC | 0.03% | Add +1.7% | 4,173 | $131K |
| Compass Wealth Management LLC | 0.03% | No change | 4,150 | $130K |
| Navigoe, LLC | 0.13% | — | 4,147 | $130K |
| Gen-Wealth Partners Inc | 0.05% | No change | 4,012 | $126K |
| Missouri Trust & Investment Co | 0.04% | No change | 3,905 | $122K |
| Generali Asset Management SPA SGR | 0.00% | — | 3,885 | $122K |
| Kings Path Partners LLC | 0.05% | Reduce -38.6% | 3,836 | $120K |
| Golden State Wealth Management, LLC | 0.02% | — | 3,793 | $119K |
| Proffitt & Goodson Inc. | 0.02% | Reduce -22.5% | 3,757 | $118K |
| Versant Capital Management, Inc | 0.02% | Add +10.7% | 3,519 | $110K |
| Promus Capital, LLC | 0.08% | — | 3,507 | $110K |
| Painted Porch Advisors LLC | 0.05% | No change | 3,493 | $110K |
| Pingora Partners LLC | 0.07% | No change | 3,443 | $108K |
| American Capital Advisory, LLC | 0.06% | No change | 3,441 | $108K |
| Trust Co. of Vermont | 0.01% | Add +10.0% | 3,307 | $104K |
| Operose Advisors LLC | 0.04% | No change | 3,300 | $103K |
| Elevation Wealth Partners, LLC | 0.04% | Add +1.7% | 3,222 | $101K |
| Creekmur Asset Management LLC | 0.02% | Add +0.7% | 3,217 | $101K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 3,204 | $100K |
| Fairscale Capital, LLC | 0.09% | No change | 3,200 | $100K |
| Hall Laurie J Trustee | 0.03% | No change | 3,200 | $100K |
| Ameriflex Group, Inc. | 0.04% | — | 2,984 | $97K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 2,981 | $93K |
| Center for Financial Planning, Inc. | 0.01% | No change | 2,932 | $92K |
| West Paces Advisors Inc. | 0.02% | No change | 2,900 | $91K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 2,900 | $91K |
| Washington Trust Advisors, Inc. | 0.01% | Add +38.1% | 2,900 | $91K |
| AlphaMark Advisors, LLC | 0.04% | Add +0.0% | 2,842 | $89K |
| Byrne Asset Management LLC | 0.07% | Reduce -3.5% | 2,800 | $88K |
| Financial Management Professionals, Inc. | 0.01% | No change | 2,793 | $88K |
| Beacon Capital Management, LLC | 0.01% | Add +1.7% | 2,778 | $87K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +0.3% | 2,750 | $87K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -26.0% | 2,778 | $87K |
| Tortoise Investment Management, LLC | 0.01% | No change | 2,720 | $85K |
| Endeavor Private Wealth, Inc. | 0.08% | — | 2,685 | $84K |
| HBC Financial Services, PLLC | 0.05% | No change | 2,700 | $84K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,500 | $84K |
| Future Financial Wealth Managment LLC | 0.06% | Reduce -56.8% | 2,650 | $83K |
| City Holding Co. | 0.01% | No change | 2,566 | $80K |
| Smartleaf Asset Management LLC | 0.01% | Add +14.0% | 2,501 | $78K |
| Horrell Capital Management, Inc. | 0.02% | No change | 2,500 | $78K |
| TD Private Client Wealth LLC | 0.00% | Reduce -97.7% | 2,362 | $74K |
| Koesten, Hirschmann & Crabtree, INC. | 0.04% | No change | 2,297 | $72K |
| Fourth Dimension Wealth, LLC | 0.04% | — | 2,294 | $72K |
| Wolff Wiese Magana LLC | 0.05% | No change | 2,261 | $71K |
| Crews Bank & Trust | 0.01% | — | 2,190 | $69K |
| Lummis Asset Management, LP | 0.09% | Add +11.3% | 2,151 | $67K |
| Eastern Bank | 0.00% | No change | 2,150 | $67K |
| Truvestments Capital LLC | 0.02% | Add +26.4% | 2,148 | $67K |
| Gleason Group, Inc. | 0.01% | Add +1.7% | 2,060 | $65K |
| Gables Capital Management Inc. | 0.03% | No change | 2,000 | $63K |
| Richard W. Paul & Associates, LLC | 0.02% | No change | 2,000 | $63K |
| Boyd Watterson Asset Management LLC | 0.02% | No change | 1,980 | $62K |
| Briaud Financial Planning Inc | 0.03% | New | 2,000 | $62K |
| Hemington Wealth Management | 0.02% | No change | 2,000 | $62K |
| Tandem Financial, LLC | 0.07% | — | 1,942 | $61K |
| Financial Freedom, LLC | 0.03% | Add +1.7% | 1,828 | $57K |
| Kieckhefer Group LLC | 0.03% | — | 1,800 | $56K |
| Key Financial Inc | 0.01% | Reduce -22.6% | 1,784 | $56K |
| Tucker Asset Management LLC | 0.01% | No change | 1,700 | $53K |
| Colonial Trust Advisors | 0.00% | Reduce -32.8% | 1,614 | $51K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,513 | $50K |
| Old Second National Bank of Aurora | 0.01% | No change | 1,600 | $50K |
| Oakworth Capital, Inc. | 0.00% | Reduce -50.0% | 1,600 | $50K |
| Asset Planning,Inc | 0.04% | — | 1,527 | $48K |
| Webster Bank, N. A. | 0.01% | Add +50.0% | 1,500 | $47K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 1,500 | $47K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,500 | $47K |
| Davis Capital Management | 0.04% | No change | 1,443 | $45K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.5% | 1,417 | $44K |
| Hopwood Financial Services, Inc. | 0.03% | — | 1,400 | $44K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +0.4% | 1,377 | $43K |
| Assetmark, Inc. | 0.00% | Add +13.5% | 1,355 | $42K |
| Menard Financial Group LLC | 0.03% | New | 1,345 | $42K |
| Main Street Group, LTD | 0.02% | No change | 1,335 | $42K |
| SouthState Bank Corp | 0.00% | No change | 1,333 | $42K |
| GHP Investment Advisors, Inc. | 0.00% | Add +32.5% | 1,325 | $42K |
| JNBA Financial Advisors | 0.00% | No change | 1,323 | $41K |
| New Wave Wealth Advisors LLC | 0.02% | New | 1,273 | $40K |
| Essex Investment Management Co. LLC | 0.01% | No change | 1,266 | $40K |
| Bangor Savings Bank | 0.00% | Add +558.3% | 1,264 | $40K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,260 | $40K |
| General Partner, Inc. | 0.02% | No change | 1,250 | $39K |
| Chelsea Counsel Co. | 0.02% | No change | 1,200 | $38K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | — | 1,196 | $38K |
| Burkett Financial Services, LLC | 0.01% | Add +1.7% | 1,144 | $36K |
| Parvin Asset Management, LLC | 0.04% | — | 1,125 | $35K |
| Copia Wealth Management | 0.03% | — | 1,109 | $35K |
| Community Bank, N.A. | 0.00% | No change | 1,098 | $34K |
| Kozak & Associates, Inc. | 0.01% | Add +1.7% | 1,079 | $34K |
| Pacific Center for Financial Services | 0.01% | No change | 1,050 | $33K |
| Colonial Trust Co / SC | 0.00% | Add +44.9% | 1,014 | $32K |
| National Bank of Canada | 0.00% | Add +55.4% | 1,010 | $32K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 1,000 | $31K |
| Mascoma Wealth Management LLC | 0.01% | No change | 1,000 | $31K |
| Stephens Consulting, LLC | 0.01% | No change | 1,000 | $31K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -9.1% | 1,000 | $31K |
| Crowley Wealth Management, Inc. | 0.03% | — | 950 | $30K |
| Lee Danner & Bass Inc. | 0.00% | New | 914 | $29K |
| Tidemark, LLC | 0.01% | Add +54.3% | 904 | $28K |
| IAG Wealth Partners, LLC | 0.01% | No change | 904 | $28K |
| Accordant Advisory Group Inc | 0.03% | New | 896 | $28K |
| Rosenberg Matthew Hamilton | 0.01% | Add +364.4% | 836 | $26K |
| Front Row Advisors LLC | 0.01% | No change | 835 | $26K |
| Hantz Financial Services, Inc. | 0.00% | No change | 840 | $26K |
| Country Trust Bank | 0.00% | No change | 825 | $26K |
| Motco | 0.00% | No change | 808 | $25K |
| Wintrust Investments LLC | 0.02% | Add +7.2% | 803 | $25K |
| Mark Asset Management LP | 0.00% | No change | 24,948 | $25K |
| Measured Risk Portfolios, Inc. | 0.03% | — | 772 | $24K |
| First PREMIER Bank | 0.01% | No change | 772 | $24K |
| Hoey Investments, Inc. | 0.00% | Reduce -7.2% | 750 | $24K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 710 | $22K |
| Centerpoint Advisors, LLC | 0.01% | No change | 700 | $22K |
| Westside Investment Management, Inc. | 0.00% | No change | 700 | $22K |
| SJS Investment Consulting Inc. | 0.00% | Add +0.1% | 691 | $22K |
| Glen Eagle Advisors, LLC | 0.00% | Add +78.8% | 690 | $22K |
| Ransom Advisory, Ltd | 0.01% | No change | 663 | $21K |
| Kessler Investment Group, LLC | 0.01% | No change | 661 | $21K |
| VSM Wealth Advisory, LLC | 0.01% | — | 661 | $21K |
| Semmax Financial Advisors Inc. | 0.01% | Add +1.8% | 611 | $21K |
| Dogwood Wealth Management LLC | 0.01% | Add +1.8% | 625 | $20K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 620 | $19K |
| Chesapeake Asset Management LLC | 0.02% | No change | 600 | $19K |
| Hoese & Co LLP | 0.02% | No change | 600 | $19K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 600 | $19K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | — | 600 | $19K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 600 | $19K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -43.6% | 527 | $17K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -90.4% | 525 | $16K |
| Campbell Capital Management Inc. | 0.01% | New | 500 | $16K |
| GAMMA Investing LLC | 0.00% | No change | 500 | $16K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 485 | $15K |
| Tsfg, LLC | 0.00% | Add +1.7% | 488 | $15K |
| HighMark Wealth Management LLC | 0.01% | Add +0.2% | 431 | $14K |
| Financial Connections Group, Inc. | 0.01% | Add +1.8% | 395 | $12K |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 0.04% | No change | 380 | $12K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +369.3% | 352 | $11K |
| Salomon & Ludwin, LLC | 0.00% | No change | 343 | $11K |
| Park Place Capital Corp | 0.00% | No change | 334 | $10K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 300 | $9K |
| Sachetta, LLC | 0.00% | No change | 300 | $9K |
| Bray Capital Advisors | 0.00% | No change | 300 | $9K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 292 | $9K |
| McIlrath & Eck, LLC | 0.00% | No change | 290 | $9K |
| Resources Management Corp. /CT/ | 0.00% | No change | 300 | $9K |
| West Branch Capital LLC | 0.00% | No change | 255 | $8K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +150.0% | 250 | $8K |
| FLP Wealth Management, LLC | 0.02% | — | 248 | $8K |
| Raffa Wealth Management, LLC | 0.00% | New | 231 | $7K |
| Runnymede Capital Advisors, Inc. | 0.01% | — | 221 | $7K |
| Wingate Wealth Advisors, Inc. | 0.01% | — | 220 | $7K |
| Murphy & Mullick Capital Management Corp | 0.01% | — | 209 | $7K |
| High Note Wealth, LLC | 0.00% | New | 209 | $7K |
| DecisionPoint Financial, LLC | 0.00% | No change | 200 | $6K |
| NewSquare Capital LLC | 0.00% | Reduce -50.0% | 187 | $6K |
| Penserra Capital Management LLC | 0.00% | No change | 183 | $5K |
| SWAN Capital LLC | 0.00% | Add +2.0% | 156 | $5K |
| Fortis Group Advisors, LLC | 0.00% | New | 150 | $5K |
| Stonebridge Financial Group, LLC | 0.00% | — | 150 | $5K |
| Tradewinds Capital Management, LLC | 0.00% | Add +82.5% | 146 | $5K |
| Vision Financial Markets LLC | 0.00% | — | 136 | $4K |
| Flagship Wealth Advisors, LLC | 0.00% | — | 121 | $4K |
| GKV Capital Management Co., Inc. | 0.00% | — | 100 | $3K |
| First United Bank & Trust | 0.00% | No change | 100 | $3K |
| Teachers Insurance & Annuity Association of America | 0.00% | New | 99 | $3K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 98 | $3K |
| GeoWealth Management, LLC | 0.00% | No change | 87 | $3K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 58 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -96.1% | 52 | $2K |
| Rogco, LP | 0.00% | New | 50 | $2K |
| Horizon Financial Services, LLC | 0.00% | Reduce -34.7% | 49 | $2K |
| Caitlin John, LLC | 0.00% | Add +2.4% | 42 | $1K |
| Mountain Hill Investment Partners Corp. | 0.00% | — | 38 | $1K |
| Lanark Financial, Inc. | 0.09% | — | 32 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 17 | $1K |
| Delos Wealth Advisors, LLC | 0.00% | Add +3.9% | 27 | $844 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 25 | $798 |
| MPWM Advisory Solutions, LLC | 0.00% | — | 20 | $627 |
| Hager Investment Management Services, LLC | 0.00% | — | 13 | $408 |
| Aspect Partners, LLC | 0.00% | New | 3 | $96 |
"% of holder's portfolio" is EPD's weight in each manager's 13F, not the share of Enterprise Products Partners the manager owns.